秦少.的个人主页 - 老虎社区

秦少.

秦少.

运气决定命运

IP属地：福建

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16 minutes ago

搞不懂，还是吓唬散户

SpaceX(SPCX.US)股债冰火两重天！激进扩张计划推高债务风险溢价债券信用利差扩大9个基点

05:28

洗盘

SpaceX 净利润超预期引发债务担忧

01:14

又来发消息利空，洗筹码

SpaceX债券遭抛售，债务担忧升温致信用风险指标恶化

10-16

这的跌到38

报道：CoreWeave三位创始人在股价崩跌前套现33亿美元

10-13

海力士工厂爆炸了马上大涨

长鑫存储4F²架构突破或加剧竞争美股存储芯片股跌幅扩大闪迪（SNDK）挫逾6%

10-10

到18快

异动解读｜AST SpaceMobile盘中下跌6.18%，SpaceX频谱收购引发竞争担忧

10-08

做空

美股盘后速递：三大股指期货全线上涨；存储概念股多数上涨，SK海力士、美光科技、闪迪、西部数据齐涨

10-06

等到28年建好，估计ai已经不需要了

大摩等投行反驳东芝扩产恐慌，西部数据、希捷科技大幅反弹

10-02

马云买入一亿股

Anthropic实测智谱GLM-5.3：漏洞利用测试表现接近Mythos

09-30

怎么每次涨上去又跌下来

Coreweave(CRWV.US)实现生产级规模的英伟达(NVDA.US)Vera Rubin NVL72性能，首发支

09-28

还的在跌

异动解读｜智谱盘中下跌3.87%，全球大模型降价潮叠加ZCode数据风波余震持续承压

09-21

还评价等别人来接盘？

异动解读｜戴尔盘前上涨3.1%，回调后反弹，多家投行上调目标价提振情绪

09-21

暴跌，暴跌

Form 4 | Dell Technologies 关联股东 Silver Lake Partners IV, L.P. 董事及10%股东于2026-09-16 减持合计37,384股并行使71,574股转换

09-18

准备暴跌400

Daiwa Securities Adjusts Dell Technologies PT to $625 From $465, Maintains Outperform Rating<blockquote>大和证券将戴尔技术 PT 从 465 美元调整至 625 美元，维持跑赢大盘评级</blockquote>

09-18

都不看好自家股票，做空

Form 4 | Dell Technologies Inc.董事 SL SPV-2, L.P. 减持29213股

09-16

没人接盘了才说价格走高，真无语暴跌吧

美股异动 | 戴尔科技(DELL.US)涨逾5% 明年硬件价格或持续走高

09-15

没人接盘了

戴尔科技（DELL）盘中扬升4.07% 机构指其仍处于有利位置

08-24

涨到145美元，清空做空

08-19

这个教授想抄底？叫兽？

纽约大学教授：SpaceX估值过高只值10至30美元

08-17

不是一家公司才有存储，大家在囤货，到时候大跌收割全球

美股存储板块进一步扩大涨幅，SK海力士股价上涨6.5%，美光科技股价上涨5.7%，闪迪股价上涨10.5%。

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Services的数据，SpaceX五年期信用违约掉期(CDS)利差一度扩大0.8个基点，升至约232.6个基点，逆转了此前的收窄走势。</p><p>信用违约掉期通常被视为衡量企业信用风险的重要市场指标。利差扩大意味着投资者为债务违约风险购买保护的成本上升，也反映出市场对企业未来偿债能力及融资压力的担忧有所加剧。</p><p>值得注意的是，SpaceX的CDS利差在10月大部分时间持续上行，并多次刷新当月高点，显示债券投资者对其资本支出计划的关注正在升温。</p><p>不过，与债券市场的谨慎态度形成鲜明对比的是，SpaceX的股票投资者对最新财报反应积极。</p><p>SpaceX周二公布的财报显示，截至9月30日的第三季度，公司实现净利润44亿美元，远高于华尔街预期的18.8亿美元。与此同时，营收同比大幅增长161%，同样超过分析师预期。强劲的盈利及收入增长推动SpaceX股价周三一度上涨12.44%。目前，公司市值超过2万亿美元，已成为全球资本市场最受关注的AI基础设施投资标的之一。</p><p>然而，尽管业绩表现强劲，SpaceX管理层在财报电话会议上释放的资本支出信号，却引发了债券市场的另一种解读。SpaceX首席财务官Bret Johnsen周二表示，公司正在积极投资其认为能够创造最高长期回报的三大领域，包括旗下超级智能(Super Intelligence)部门的AI算力业务，以及Starlink卫星宽带和移动通信业务。</p><p>Johnsen强调，公司计划在加快投资的同时维持投资级信用评级，但管理层对未来投资规模的积极表态，仍引发市场对SpaceX可能进一步增加债务的担忧。</p><p>事实上，SpaceX此前已经通过债券市场筹集了大量资金。今年6月，公司曾通过多批次债券发行融资250亿美元，成为其支持业务扩张的重要资金来源。</p><p>此外，媒体本月早些时候报道称，SpaceX正在与银行及投资者洽谈，寻求筹集约400亿美元，用于采购英伟达(NVDA.US)的AI芯片。这意味着，随着SpaceX继续扩大AI计算基础设施建设，其未来融资需求可能进一步增加。</p><p>Johnsen在周二的财报电话会议上表示，公司目前正在与多个债务资本提供方进行讨论，以支持其快速增长的业务。他指出，SpaceX仍拥有多种可利用的债务融资渠道，并正在评估如何通过这些资金来源支持公司未来的发展。</p><p>对于债券投资者而言，问题并不在于SpaceX目前的盈利表现是否强劲，而在于公司未来庞大的资本支出需求，是否会导致债务规模快速上升，并进一步影响其信用状况。</p><p>这种担忧也并非SpaceX独有，而是正在整个大型科技企业债券市场蔓延。随着全球科技公司持续扩大AI基础设施投资，市场预计未来将迎来新一轮大规模企业债券发行。</p><p>数据显示，今年以来，全球企业为支持人工智能相关投资而筹集的债务融资规模已经超过4500亿美元，而去年全年的相关融资规模约为2000亿美元。这意味着，今年以来AI相关债务融资规模已达到去年全年的两倍以上。</p><p>与此同时，随着投资者预计科技企业将在第三季度财报公布后进一步加大融资力度，本周部分大型科技公司的信用风险指标已升至新高。</p><p>在债券市场供给持续增加的背景下，投资者开始要求更高的风险溢价，以补偿未来融资需求上升及债务负担加重可能带来的风险。</p><p>对于SpaceX而言，股票与债券市场的分化，反映出投资者正在从不同角度评估其快速扩张战略。股票投资者更关注AI算力业务快速增长带来的收入及盈利潜力，而债券投资者则更加重视资本支出规模、未来融资需求以及公司能否维持投资级信用评级。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2026-10-22 06:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1510446.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，尽管SpaceX(SPCX.US)第三季度业绩大幅超出华尔街预期，推动公司股价周三一度上涨逾12%，其债券却遭到投资者抛售。随着SpaceX宣布将继续大举投资人工智能(AI)算力、卫星宽带及移动通信业务，债券市场开始担忧，公司未来可能进一步扩大举债规模，从而加重财务负担。周三，SpaceX债券的风险溢价明显上升，延续了本周早些时候其信用衍生品市场反映出的信用风险上升趋势。美股...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1510446.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1510446.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2677988762","content_text":"智通财经APP获悉，尽管SpaceX(SPCX.US)第三季度业绩大幅超出华尔街预期，推动公司股价周三一度上涨逾12%，其债券却遭到投资者抛售。随着SpaceX宣布将继续大举投资人工智能(AI)算力、卫星宽带及移动通信业务，债券市场开始担忧，公司未来可能进一步扩大举债规模，从而加重财务负担。周三，SpaceX债券的风险溢价明显上升，延续了本周早些时候其信用衍生品市场反映出的信用风险上升趋势。美股交易盘中，SpaceX票面利率为6.6%、2046年到期的债券信用利差扩大9个基点，达到264个基点。这意味着投资者要求持有该公司债券所获得的额外风险补偿进一步增加。与此同时，根据ICE Data Services的数据，SpaceX五年期信用违约掉期(CDS)利差一度扩大0.8个基点，升至约232.6个基点，逆转了此前的收窄走势。信用违约掉期通常被视为衡量企业信用风险的重要市场指标。利差扩大意味着投资者为债务违约风险购买保护的成本上升，也反映出市场对企业未来偿债能力及融资压力的担忧有所加剧。值得注意的是，SpaceX的CDS利差在10月大部分时间持续上行，并多次刷新当月高点，显示债券投资者对其资本支出计划的关注正在升温。不过，与债券市场的谨慎态度形成鲜明对比的是，SpaceX的股票投资者对最新财报反应积极。SpaceX周二公布的财报显示，截至9月30日的第三季度，公司实现净利润44亿美元，远高于华尔街预期的18.8亿美元。与此同时，营收同比大幅增长161%，同样超过分析师预期。强劲的盈利及收入增长推动SpaceX股价周三一度上涨12.44%。目前，公司市值超过2万亿美元，已成为全球资本市场最受关注的AI基础设施投资标的之一。然而，尽管业绩表现强劲，SpaceX管理层在财报电话会议上释放的资本支出信号，却引发了债券市场的另一种解读。SpaceX首席财务官Bret Johnsen周二表示，公司正在积极投资其认为能够创造最高长期回报的三大领域，包括旗下超级智能(Super Intelligence)部门的AI算力业务，以及Starlink卫星宽带和移动通信业务。Johnsen强调，公司计划在加快投资的同时维持投资级信用评级，但管理层对未来投资规模的积极表态，仍引发市场对SpaceX可能进一步增加债务的担忧。事实上，SpaceX此前已经通过债券市场筹集了大量资金。今年6月，公司曾通过多批次债券发行融资250亿美元，成为其支持业务扩张的重要资金来源。此外，媒体本月早些时候报道称，SpaceX正在与银行及投资者洽谈，寻求筹集约400亿美元，用于采购英伟达(NVDA.US)的AI芯片。这意味着，随着SpaceX继续扩大AI计算基础设施建设，其未来融资需求可能进一步增加。Johnsen在周二的财报电话会议上表示，公司目前正在与多个债务资本提供方进行讨论，以支持其快速增长的业务。他指出，SpaceX仍拥有多种可利用的债务融资渠道，并正在评估如何通过这些资金来源支持公司未来的发展。对于债券投资者而言，问题并不在于SpaceX目前的盈利表现是否强劲，而在于公司未来庞大的资本支出需求，是否会导致债务规模快速上升，并进一步影响其信用状况。这种担忧也并非SpaceX独有，而是正在整个大型科技企业债券市场蔓延。随着全球科技公司持续扩大AI基础设施投资，市场预计未来将迎来新一轮大规模企业债券发行。数据显示，今年以来，全球企业为支持人工智能相关投资而筹集的债务融资规模已经超过4500亿美元，而去年全年的相关融资规模约为2000亿美元。这意味着，今年以来AI相关债务融资规模已达到去年全年的两倍以上。与此同时，随着投资者预计科技企业将在第三季度财报公布后进一步加大融资力度，本周部分大型科技公司的信用风险指标已升至新高。在债券市场供给持续增加的背景下，投资者开始要求更高的风险溢价，以补偿未来融资需求上升及债务负担加重可能带来的风险。对于SpaceX而言，股票与债券市场的分化，反映出投资者正在从不同角度评估其快速扩张战略。股票投资者更关注AI算力业务快速增长带来的收入及盈利潜力，而债券投资者则更加重视资本支出规模、未来融资需求以及公司能否维持投资级信用评级。","news_type":1,"symbols_score_info":{"BNDW":1.5,"CEFZ":1.5,"LOFD":0.6,"SPCG":0.6,"ELOL":0.6,"PFXF":1.5,"SPAL":1.5,"SPCU":1.5,"ORBX":0.6,"XOVL":0.6,"DXYZ":1.5,"LOFF":0.6,"DSPC":0.6,"YSPC":0.6,"SSPC":0.6,"TSI":1.5,"WARP":0.6,"SPAX":0.6,"SPCH":0.6,"SPCX":1.5,"MARS":0.6,"XOVR":1.5,"WSPC":0.6,"SPCQ":0.6,"UFO":0.6,"SNK":1.5,"SPCF":0.6,"SPCM":0.6}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620916592525312,"gmtCreate":1792618109083,"gmtModify":1792618110949,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"洗盘","listText":"洗盘","text":"洗盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620916592525312","repostId":"2677609511","repostType":2,"repost":{"id":"2677609511","kind":"highlight","weMediaInfo":{"introduction":"链捕手ChainCatcher 成立于 2018 年，是一家领先的中文 Web3 媒体及数据服务商。","home_visible":1,"media_name":"链捕手","id":"1041503808","head_image":"https://community-static.tradeup.com/news/64f0784cc29a0d0070f6e968ef6ec7f5"},"pubTimestamp":1792606550,"share":"https://www.laohunote.com/m/news/2677609511?lang=zh_CN&edition=full","pubTime":"2026-10-22 02:15","market":"us","language":"zh","title":"SpaceX 净利润超预期引发债务担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=2677609511","media":"链捕手","summary":" ChainCatcher 消息，SpaceX 第三季度净利润达 44 亿美元，远超市场预期的 18.8 亿美元，营收同比增长 161%。尽管股价一度上涨 12.4%，但市场对其未来举债规模扩大的担忧加剧。SpaceX 于 2046 年到期的债券利差扩大至 264 个基点，五年期信用违约互换价格升至 232.6 个基点。首席财务官布雷特·约翰森表示，公司将继续投资超级智能部门算力及星链业务，并与多个债务资本来源洽谈融资。 ","content":"<html><body><p>ChainCatcher 消息，<a href=\"https://laohu8.com/S/SPCX\">SpaceX</a> 第三季度净利润达 44 亿美元，远超市场预期的 18.8 亿美元，营收同比增长 161%。尽管股价一度上涨 12.4%，但市场对其未来举债规模扩大的担忧加剧。SpaceX 于 2046 年到期的债券利差扩大至 264 个基点，五年期信用违约互换价格升至 232.6 个基点。</p><p>首席财务官布雷特·约翰森表示，公司将继续投资超级智能部门算力及星链业务，并与多个债务资本来源洽谈融资。</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>SpaceX 净利润超预期引发债务担忧</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; 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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\">\nSpaceX 净利润超预期引发债务担忧\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1041503808\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/64f0784cc29a0d0070f6e968ef6ec7f5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">链捕手 </p>\n<p class=\"h-time\">2026-10-22 02:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>ChainCatcher 消息，<a href=\"https://laohu8.com/S/SPCX\">SpaceX</a> 第三季度净利润达 44 亿美元，远超市场预期的 18.8 亿美元，营收同比增长 161%。尽管股价一度上涨 12.4%，但市场对其未来举债规模扩大的担忧加剧。SpaceX 于 2046 年到期的债券利差扩大至 264 个基点，五年期信用违约互换价格升至 232.6 个基点。</p><p>首席财务官布雷特·约翰森表示，公司将继续投资超级智能部门算力及星链业务，并与多个债务资本来源洽谈融资。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.chaincatcher.com/article/2297985","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2677609511","content_text":"ChainCatcher 消息，SpaceX 第三季度净利润达 44 亿美元，远超市场预期的 18.8 亿美元，营收同比增长 161%。尽管股价一度上涨 12.4%，但市场对其未来举债规模扩大的担忧加剧。SpaceX 于 2046 年到期的债券利差扩大至 264 个基点，五年期信用违约互换价格升至 232.6 个基点。首席财务官布雷特·约翰森表示，公司将继续投资超级智能部门算力及星链业务，并与多个债务资本来源洽谈融资。","news_type":1,"symbols_score_info":{"SPCU":1.5,"SPAL":1.5,"SNK":1.5,"SPCX":1.5,"DXYZ":1.5,"XOVR":1.5}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620853973697592,"gmtCreate":1792602880492,"gmtModify":1792602882394,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"又来发消息利空，洗筹码","listText":"又来发消息利空，洗筹码","text":"又来发消息利空，洗筹码","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620853973697592","repostId":"2677605739","repostType":2,"repost":{"id":"2677605739","kind":"live","pubTimestamp":1792602543,"share":"https://www.laohunote.com/m/news/2677605739?lang=zh_CN&edition=full","pubTime":"2026-10-22 01:09","market":"us","language":"zh","title":"SpaceX债券遭抛售，债务担忧升温致信用风险指标恶化","url":"https://stock-news.laohu8.com/highlight/detail?id=2677605739","media":"智通财经","summary":"【SpaceX债券遭抛售，债务担忧升温致信用风险指标恶化】马斯克旗下太空探索公司SpaceX债券走弱。该公司公布的业绩虽超出分析师预期，但同时表示正在“激进投资”，暗示未来可能进一步增加借款。这家航空","content":"<html><body><div>\n<div>\n<b>【SpaceX债券遭抛售，债务担忧升温致信用风险指标恶化】</b>马斯克旗下太空探索公司SpaceX债券走弱。该公司公布的业绩虽超出分析师预期，但同时表示正在“激进投资”，暗示未来可能进一步增加借款。这家航空航天与人工智能公司的风险溢价上升，其信用衍生品利差本周早些时候已出现走阔。截至纽约时间12:35，SpaceX 2046年到期的6.6%债券利差扩大0.09个百分点，至264个基点。                </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\" 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>SpaceX债券遭抛售，债务担忧升温致信用风险指标恶化</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\">\nSpaceX债券遭抛售，债务担忧升温致信用风险指标恶化\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-10-22 01:09 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>【SpaceX债券遭抛售，债务担忧升温致信用风险指标恶化】马斯克旗下太空探索公司SpaceX债券走弱。该公司公布的业绩虽超出分析师预期，但同时表示正在“激进投资”，暗示未来可能进一步增加借款。这家航空航天与人工智能公司的风险溢价上升，其信用衍生品利差本周早些时候已出现走阔。截至纽约时间12:35，SpaceX 2046年到期的6.6%债券利差扩大0.09个百分点，至264个基点。</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":{},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2677605739","content_text":"【SpaceX债券遭抛售，债务担忧升温致信用风险指标恶化】马斯克旗下太空探索公司SpaceX债券走弱。该公司公布的业绩虽超出分析师预期，但同时表示正在“激进投资”，暗示未来可能进一步增加借款。这家航空航天与人工智能公司的风险溢价上升，其信用衍生品利差本周早些时候已出现走阔。截至纽约时间12:35，SpaceX 2046年到期的6.6%债券利差扩大0.09个百分点，至264个基点。","news_type":1,"symbols_score_info":{"UFO":0.6,"CLOC":1.5,"KAMO":1.5,"VSHY":1.5,"ACVT":1.5,"FAS":1.5,"WARP":0.6,"BHYB":1.5,"ACYN":1.5,"GOF":1.5,"ABHY":1.5,"PKO":1.5,"HYDW":1.5,"SPCF":0.6,"APCB":1.5,"FLRT":1.5,"NHS":1.5,"NBFC":1.5,"DFHY":1.5,"BHK":1.5,"SMTH":1.5,"SJB":1.5,"SNK":1.5,"JHCB":1.5,"CPLS":1.5,"VPLS":1.5,"DXYZ":1.5,"MARS":0.6,"INSI":1.5,"FSBD":1.5,"USDX":1.5,"SPCH":0.6,"CLOI":1.5,"FCVT":1.5,"ORBX":0.6,"SPAL":1.5,"BSJO":1.5,"PYLD":1.5,"HISF":1.5,"ACEI":1.5,"AOHY":1.5,"SPCX":1.5,"SPCU":1.5,"IBHA":1.5,"BRHY":1.5,"WSPC":0.6,"XOVR":1.5,"JHCP":1.5,"BNDW":1.5}},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":619070527242520,"gmtCreate":1792165985675,"gmtModify":1792165987762,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"这的跌到38","listText":"这的跌到38","text":"这的跌到38","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619070527242520","repostId":"2675927875","repostType":2,"repost":{"id":"2675927875","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1792155876,"share":"https://www.laohunote.com/m/news/2675927875?lang=zh_CN&edition=full","pubTime":"2026-10-16 21:04","market":"other","language":"zh","title":"报道：CoreWeave三位创始人在股价崩跌前套现33亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2675927875","media":"华尔街见闻","summary":"CoreWeave三位联合创始人上市后累计套现超33亿美元，当前公司股价自高点暴跌逾50%。目前其2032年到期债券跌至困境区间，CDS利差飙升至1117个基点，隐含违约率达63%。市场对其偿债能力的担忧正向AI算力租赁融资链条蔓延。","content":"<html><head></head><body><p style=\"text-align: left;\">CoreWeave三位联合创始人在公司股价崩跌前累计套现逾33亿美元，而当前该公司债券已跌入困境区间，信用违约互换利差飙至历史高位，市场对其偿债能力的担忧急剧升温。</p><p style=\"text-align: left;\">据彭博对公司申报文件的统计，<strong>Michael Intrator、Brian Venturo和Brannin McBee三人自2025年3月IPO以来持续大规模减持，仅2026年一年合计套现即达24亿美元。</strong>与此同时，CoreWeave股价较5月峰值已累计下跌逾50%，创始人账面财富蒸发约150亿美元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/262ff5793f2809576cf8851754f4c5cd\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">公司债务压力正加速显现。截至本周末，CoreWeave 2032年到期的9.625%无担保债券跌至面值约76美分，已触及市场通常定义的困境债务门槛；五年期信用违约互换利差升至创纪录的1117个基点，隐含五年内违约概率高达63%。</p><h2 style=\"text-align: left;\">创始人减持规模：IPO后分批出货，累计套现超33亿</h2><p style=\"text-align: left;\">据彭博报道，三位创始人的减持贯穿上市后整个周期，规模可观。</p><p style=\"text-align: left;\"><strong>Venturo累计套现逾12亿美元，占其上市时原始持股的35%以上；McBee自IPO以来合计出售约10.6亿美元股份，相当于其未摊薄持股比例的40.4%；Intrator今年以来已出售逾9.07亿美元股份，三人累计套现超33亿。</strong>2026年，他们的合计套现额即达24亿美元。</p><p style=\"text-align: left;\">上述减持发生于公司股价高位期间。此后，CoreWeave股价较5月峰值跌幅超过50%，创始人所持剩余股权的账面价值随之大幅缩水约150亿美元。</p><h2 style=\"text-align: left;\">债券跌入困境区间，违约风险定价急剧升温</h2><p style=\"text-align: left;\">CoreWeave的信用市场信号已持续发出警示。</p><p style=\"text-align: left;\">该公司2032年到期无担保债券本周跌至面值约76美分，这一价位通常被市场视为困境债务的典型特征。与此同时，CoreWeave五年期信用违约互换利差飙升至1117个基点，为历史新高，所隐含的五年违约概率达63%。</p><p style=\"text-align: left;\">CoreWeave的商业模式是向客户租赁搭载英伟达芯片的数据中心算力。市场对其债务水平的质疑，正在向更广泛的超大规模云服务商及新兴云计算运营商蔓延，整个行业的融资成本前景由此受到拖累。</p><h2 style=\"text-align: left;\">连锁风险：CoreWeave或成多层债务链条的关键节点</h2><p style=\"text-align: left;\">CoreWeave的潜在风险并不止于自身资产负债表。</p><p style=\"text-align: left;\">CoreWeave既是其自身无担保债券的借款方，同时也是多家垃圾评级数据中心债券发行主体的关键租户——后者债券的偿还在相当程度上依赖CoreWeave按期支付租金。若CoreWeave的资本成本当前已高达16%，则以其租约回款为支撑的相关债券发行主体，其隐含资本成本将更为高企。</p><p style=\"text-align: left;\">Gartner此前预计，超过80%的新兴云计算服务商将面临出局。上述连锁传导路径意味着，CoreWeave一旦出现实质性信用事件，冲击将不仅限于公司本身，而可能波及整个以AI算力租赁为核心的融资生态链条。Deutsche Bank亦就此发表评论，但具体内容尚未完整披露。</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>报道：CoreWeave三位创始人在股价崩跌前套现33亿美元</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报道：CoreWeave三位创始人在股价崩跌前套现33亿美元\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\">2026-10-16 21:04</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;\">CoreWeave三位联合创始人在公司股价崩跌前累计套现逾33亿美元，而当前该公司债券已跌入困境区间，信用违约互换利差飙至历史高位，市场对其偿债能力的担忧急剧升温。</p><p style=\"text-align: left;\">据彭博对公司申报文件的统计，<strong>Michael Intrator、Brian Venturo和Brannin McBee三人自2025年3月IPO以来持续大规模减持，仅2026年一年合计套现即达24亿美元。</strong>与此同时，CoreWeave股价较5月峰值已累计下跌逾50%，创始人账面财富蒸发约150亿美元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/262ff5793f2809576cf8851754f4c5cd\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">公司债务压力正加速显现。截至本周末，CoreWeave 2032年到期的9.625%无担保债券跌至面值约76美分，已触及市场通常定义的困境债务门槛；五年期信用违约互换利差升至创纪录的1117个基点，隐含五年内违约概率高达63%。</p><h2 style=\"text-align: left;\">创始人减持规模：IPO后分批出货，累计套现超33亿</h2><p style=\"text-align: left;\">据彭博报道，三位创始人的减持贯穿上市后整个周期，规模可观。</p><p style=\"text-align: left;\"><strong>Venturo累计套现逾12亿美元，占其上市时原始持股的35%以上；McBee自IPO以来合计出售约10.6亿美元股份，相当于其未摊薄持股比例的40.4%；Intrator今年以来已出售逾9.07亿美元股份，三人累计套现超33亿。</strong>2026年，他们的合计套现额即达24亿美元。</p><p style=\"text-align: left;\">上述减持发生于公司股价高位期间。此后，CoreWeave股价较5月峰值跌幅超过50%，创始人所持剩余股权的账面价值随之大幅缩水约150亿美元。</p><h2 style=\"text-align: left;\">债券跌入困境区间，违约风险定价急剧升温</h2><p style=\"text-align: left;\">CoreWeave的信用市场信号已持续发出警示。</p><p style=\"text-align: left;\">该公司2032年到期无担保债券本周跌至面值约76美分，这一价位通常被市场视为困境债务的典型特征。与此同时，CoreWeave五年期信用违约互换利差飙升至1117个基点，为历史新高，所隐含的五年违约概率达63%。</p><p style=\"text-align: left;\">CoreWeave的商业模式是向客户租赁搭载英伟达芯片的数据中心算力。市场对其债务水平的质疑，正在向更广泛的超大规模云服务商及新兴云计算运营商蔓延，整个行业的融资成本前景由此受到拖累。</p><h2 style=\"text-align: left;\">连锁风险：CoreWeave或成多层债务链条的关键节点</h2><p style=\"text-align: left;\">CoreWeave的潜在风险并不止于自身资产负债表。</p><p style=\"text-align: left;\">CoreWeave既是其自身无担保债券的借款方，同时也是多家垃圾评级数据中心债券发行主体的关键租户——后者债券的偿还在相当程度上依赖CoreWeave按期支付租金。若CoreWeave的资本成本当前已高达16%，则以其租约回款为支撑的相关债券发行主体，其隐含资本成本将更为高企。</p><p style=\"text-align: left;\">Gartner此前预计，超过80%的新兴云计算服务商将面临出局。上述连锁传导路径意味着，CoreWeave一旦出现实质性信用事件，冲击将不仅限于公司本身，而可能波及整个以AI算力租赁为核心的融资生态链条。Deutsche Bank亦就此发表评论，但具体内容尚未完整披露。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/fccf20578f78f9360843e6e1d47ccf3c","relate_stocks":{"CWVX":"2倍做多CRWV ETF-Tradr","CRWU":"2倍做多CRWV ETF-T-Rex","CORD":"T-REX 2X INVERSE CRWV DAILY TARGET ETF","CRWG":"2倍做多CRWV ETF-Leverage Shares","CRWX":"Corgi CRWV 2x Daily ETF","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","CRWV":"CoreWeave, Inc.","BK4116":"互联网服务与基础架构","LU1861558580.USD":"日兴方舟颠覆性创新基金B","CWII":"REX CRWV Growth & Income ETF"},"source_url":"https://wallstreetcn.com/articles/3783800","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2675927875","content_text":"CoreWeave三位联合创始人在公司股价崩跌前累计套现逾33亿美元，而当前该公司债券已跌入困境区间，信用违约互换利差飙至历史高位，市场对其偿债能力的担忧急剧升温。据彭博对公司申报文件的统计，Michael Intrator、Brian Venturo和Brannin McBee三人自2025年3月IPO以来持续大规模减持，仅2026年一年合计套现即达24亿美元。与此同时，CoreWeave股价较5月峰值已累计下跌逾50%，创始人账面财富蒸发约150亿美元。公司债务压力正加速显现。截至本周末，CoreWeave 2032年到期的9.625%无担保债券跌至面值约76美分，已触及市场通常定义的困境债务门槛；五年期信用违约互换利差升至创纪录的1117个基点，隐含五年内违约概率高达63%。创始人减持规模：IPO后分批出货，累计套现超33亿据彭博报道，三位创始人的减持贯穿上市后整个周期，规模可观。Venturo累计套现逾12亿美元，占其上市时原始持股的35%以上；McBee自IPO以来合计出售约10.6亿美元股份，相当于其未摊薄持股比例的40.4%；Intrator今年以来已出售逾9.07亿美元股份，三人累计套现超33亿。2026年，他们的合计套现额即达24亿美元。上述减持发生于公司股价高位期间。此后，CoreWeave股价较5月峰值跌幅超过50%，创始人所持剩余股权的账面价值随之大幅缩水约150亿美元。债券跌入困境区间，违约风险定价急剧升温CoreWeave的信用市场信号已持续发出警示。该公司2032年到期无担保债券本周跌至面值约76美分，这一价位通常被市场视为困境债务的典型特征。与此同时，CoreWeave五年期信用违约互换利差飙升至1117个基点，为历史新高，所隐含的五年违约概率达63%。CoreWeave的商业模式是向客户租赁搭载英伟达芯片的数据中心算力。市场对其债务水平的质疑，正在向更广泛的超大规模云服务商及新兴云计算运营商蔓延，整个行业的融资成本前景由此受到拖累。连锁风险：CoreWeave或成多层债务链条的关键节点CoreWeave的潜在风险并不止于自身资产负债表。CoreWeave既是其自身无担保债券的借款方，同时也是多家垃圾评级数据中心债券发行主体的关键租户——后者债券的偿还在相当程度上依赖CoreWeave按期支付租金。若CoreWeave的资本成本当前已高达16%，则以其租约回款为支撑的相关债券发行主体，其隐含资本成本将更为高企。Gartner此前预计，超过80%的新兴云计算服务商将面临出局。上述连锁传导路径意味着，CoreWeave一旦出现实质性信用事件，冲击将不仅限于公司本身，而可能波及整个以AI算力租赁为核心的融资生态链条。Deutsche Bank亦就此发表评论，但具体内容尚未完整披露。","news_type":1,"symbols_score_info":{"CRWU":0.6,"CRWG":0.6,"CRWV":1.96,"CORD":0.6,"CWVX":0.6,"CRWX":0.6,"CWII":0.6}},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617792035488936,"gmtCreate":1791847394118,"gmtModify":1791847396416,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"海力士工厂爆炸了马上大涨","listText":"海力士工厂爆炸了马上大涨","text":"海力士工厂爆炸了马上大涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617792035488936","repostId":"2674980675","repostType":2,"repost":{"id":"2674980675","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1791818479,"share":"https://www.laohunote.com/m/news/2674980675?lang=zh_CN&edition=full","pubTime":"2026-10-12 23:21","market":"sh","language":"zh","title":"长鑫存储4F²架构突破或加剧竞争 美股存储芯片股跌幅扩大 闪迪（SNDK）挫逾6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2674980675","media":"金吾财讯","summary":"金吾财讯 | 美股存储芯片股盘中跌幅扩大，截至发稿，闪迪 跌6.53%，慧荣科技跌6.26%，Rambus跌4.61%，美光科技跌4.04%，SK海力士跌4.01%，希捷科技跌2.94%，西部数据跌2.05%。其他消息面上，周一韩国存储双雄SK海力士、三星电子于韩股市场全天承压，负面情绪进一步传导至美股市场。外资持有SK海力士的比例为49.59%，自上月底跌破50%后，已连续8个交易日徘徊在49%区间。","content":"<html><body><p>金吾财讯 | 美股存储芯片股盘中跌幅扩大，截至发稿，闪迪（SNDK）跌6.53%，慧荣科技（SIMO）跌6.26%，Rambus（RMBS）跌4.61%，美光科技（MU）跌4.04%，<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>（SKHY）跌4.01%，希捷科技（STX）跌2.94%，西部数据（WDC）跌2.05%。消息面上，据证券日报日前报道，<a href=\"https://laohu8.com/S/688825\">长鑫科技</a>在第四届集成芯片和芯粒大会上介绍了其在DRAM（动态随机存取存储器）器件、4F²架构及混合键合等方向的技术探索与积累，并宣布预计年底将推出融合先进技术的新一代DDR（双倍速率同步动态随机存储器）5 RDIMM（寄存式双列直插内存模组）产品。其中，该公司提到，4F²架构的首代产品定为DDR5 RDIMM，将直面服务器内存领域极高的技术与工程壁垒。业内分析指出，4F²新型存储架构也是<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>、SK海力士及美光科技等国际巨头重点布局的前沿领域，长鑫科技的技术突破表明，中国本土存储厂商正通过自主技术路线演进，逐步缩小与国际主流厂商的差距，且随着长鑫科技在高端服务器DRAM及先进架构上的布局落地，或将加剧全球存储行业竞争。</p><p>其他消息面上，周一韩国存储双雄SK海力士、<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>于韩股市场全天承压，负面情绪进一步传导至美股市场。市场分析认为，外资大抛售可能是杀跌的重要原因。韩国交易所数据显示，截至10月7日，外资持有三星电子股份的比例降至46.37%，为2009年7月16日以来最低，约17年新低。外资持有SK海力士的比例为49.59%，自上月底跌破50%后，已连续8个交易日徘徊在49%区间。此外，摩根士丹利最新发布的《存储芯片：传统周期与超级周期之辨》研究报告显示，全球范围内史无前例的AI热潮正在创造需求更强、持续时间更长的存储芯片超级周期，但供给扩张、价格变化及盈利波动的无可避免传统繁荣—衰退周期规律依然存在。</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>长鑫存储4F²架构突破或加剧竞争 美股存储芯片股跌幅扩大 闪迪（SNDK）挫逾6%</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长鑫存储4F²架构突破或加剧竞争 美股存储芯片股跌幅扩大 闪迪（SNDK）挫逾6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-10-12 23:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 美股存储芯片股盘中跌幅扩大，截至发稿，闪迪（SNDK）跌6.53%，慧荣科技（SIMO）跌6.26%，Rambus（RMBS）跌4.61%，美光科技（MU）跌4.04%，<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>（SKHY）跌4.01%，希捷科技（STX）跌2.94%，西部数据（WDC）跌2.05%。消息面上，据证券日报日前报道，<a href=\"https://laohu8.com/S/688825\">长鑫科技</a>在第四届集成芯片和芯粒大会上介绍了其在DRAM（动态随机存取存储器）器件、4F²架构及混合键合等方向的技术探索与积累，并宣布预计年底将推出融合先进技术的新一代DDR（双倍速率同步动态随机存储器）5 RDIMM（寄存式双列直插内存模组）产品。其中，该公司提到，4F²架构的首代产品定为DDR5 RDIMM，将直面服务器内存领域极高的技术与工程壁垒。业内分析指出，4F²新型存储架构也是<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>、SK海力士及美光科技等国际巨头重点布局的前沿领域，长鑫科技的技术突破表明，中国本土存储厂商正通过自主技术路线演进，逐步缩小与国际主流厂商的差距，且随着长鑫科技在高端服务器DRAM及先进架构上的布局落地，或将加剧全球存储行业竞争。</p><p>其他消息面上，周一韩国存储双雄SK海力士、<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>于韩股市场全天承压，负面情绪进一步传导至美股市场。市场分析认为，外资大抛售可能是杀跌的重要原因。韩国交易所数据显示，截至10月7日，外资持有三星电子股份的比例降至46.37%，为2009年7月16日以来最低，约17年新低。外资持有SK海力士的比例为49.59%，自上月底跌破50%后，已连续8个交易日徘徊在49%区间。此外，摩根士丹利最新发布的《存储芯片：传统周期与超级周期之辨》研究报告显示，全球范围内史无前例的AI热潮正在创造需求更强、持续时间更长的存储芯片超级周期，但供给扩张、价格变化及盈利波动的无可避免传统繁荣—衰退周期规律依然存在。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/NDViNTE0MThlOGIzNGVjYjVmZmFmNTJlOTIxNzAyOTY1ODYyNw==.png","relate_stocks":{"IXN":"iShares Trust S&P Global Informa","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","TRFK":"PACER DATA AND DIGITAL REVOLUTION ETF","PTF":"Invesco Dorsey Wright Technology Momentum ETF","HYNX":"2倍做多海力士ETF-T-REX","LU0238689110.USD":"贝莱德环球动力股票基金","LU2357305700.SGD":"Allianz 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Riley已将AST SpaceMobile评级从买入下调至中性，目标价由85美元下调至65美元，核心担忧在于多租户卫星网络竞争对手对定价权与ARPU的挤压风险。SpaceX此次获批低频段频谱进一步加剧了市场对AST SpaceMobile商业模式长期盈利能力的疑虑。</p><p>AST SpaceMobile是一家卫星设计师和制造商，正在建设可由标准智能手机接入的天基蜂窝宽带网络。</p></p>","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｜AST SpaceMobile盘中下跌6.18%，SpaceX频谱收购引发竞争担忧</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异动解读｜AST SpaceMobile盘中下跌6.18%，SpaceX频谱收购引发竞争担忧\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\">2026-10-09 21:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>10月9日，AST SpaceMobile盘中下跌6.18%，报53.44美元/股，成交额1.52亿美元。</p><p>消息面上，SpaceX宣布从Grain Management收购覆盖全美的800MHz低频段频谱牌照，FCC已批准该交易，此举标志着SpaceX正式进军手机运营商市场，引发市场对卫星直连手机领域竞争格局恶化的担忧。</p><p>此前B. Riley已将AST SpaceMobile评级从买入下调至中性，目标价由85美元下调至65美元，核心担忧在于多租户卫星网络竞争对手对定价权与ARPU的挤压风险。SpaceX此次获批低频段频谱进一步加剧了市场对AST SpaceMobile商业模式长期盈利能力的疑虑。</p><p>AST SpaceMobile是一家卫星设计师和制造商，正在建设可由标准智能手机接入的天基蜂窝宽带网络。</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASTS":"AST SpaceMobile, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165580713","content_text":"10月9日，AST SpaceMobile盘中下跌6.18%，报53.44美元/股，成交额1.52亿美元。消息面上，SpaceX宣布从Grain Management收购覆盖全美的800MHz低频段频谱牌照，FCC已批准该交易，此举标志着SpaceX正式进军手机运营商市场，引发市场对卫星直连手机领域竞争格局恶化的担忧。此前B. Riley已将AST SpaceMobile评级从买入下调至中性，目标价由85美元下调至65美元，核心担忧在于多租户卫星网络竞争对手对定价权与ARPU的挤压风险。SpaceX此次获批低频段频谱进一步加剧了市场对AST SpaceMobile商业模式长期盈利能力的疑虑。AST SpaceMobile是一家卫星设计师和制造商，正在建设可由标准智能手机接入的天基蜂窝宽带网络。","news_type":1,"symbols_score_info":{"ASTS":1}},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616186752344200,"gmtCreate":1791455477383,"gmtModify":1791455479114,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"做空","listText":"做空","text":"做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616186752344200","repostId":"2673041834","repostType":2,"repost":{"id":"2673041834","kind":"news","pubTimestamp":1791421695,"share":"https://www.laohunote.com/m/news/2673041834?lang=zh_CN&edition=full","pubTime":"2026-10-08 09:08","market":"us","language":"zh","title":"美股盘后速递：三大股指期货全线上涨；存储概念股多数上涨，SK海力士、美光科技、闪迪、西部数据齐涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2673041834","media":"经纬科创","summary":"北京时间8日，美股盘后，三大股指期货全线上涨，存储概念股多数上涨。截至发稿，道指期货涨0.03%，纳指期货涨0.15%，标普500指数期货涨0.05%。美国科技七巨头盘后多数上涨，苹果跌0.04%，亚马逊涨0.11%，Meta涨0.26%，微软涨0.03%，英伟达涨0.1%，特斯拉涨0.08%，谷歌持平。","content":"<div>\n<p>北京时间8日，美股盘后，三大股指期货全线上涨，存储概念股多数上涨。　　截至发稿，道指期货涨0.03%，纳指期货涨0.15%，标普500指数期货涨0.05%。　　美国科技七巨头盘后多数上涨，苹果跌0.04%，亚马逊涨0.11%，Meta涨0.26%，微软涨0.03%，英伟达涨0.1%，特斯拉涨0.08%，谷歌持平。　　存储概念股盘后多数上涨，SK海力士涨0.88%，美光科技涨0.42%，闪迪涨...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202610083889077588.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","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>美股盘后速递：三大股指期货全线上涨；存储概念股多数上涨，SK海力士、美光科技、闪迪、西部数据齐涨</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; 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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美股盘后速递：三大股指期货全线上涨；存储概念股多数上涨，SK海力士、美光科技、闪迪、西部数据齐涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-10-08 09:08 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202610083889077588.html><strong>经纬科创</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间8日，美股盘后，三大股指期货全线上涨，存储概念股多数上涨。　　截至发稿，道指期货涨0.03%，纳指期货涨0.15%，标普500指数期货涨0.05%。　　美国科技七巨头盘后多数上涨，苹果跌0.04%，亚马逊涨0.11%，Meta涨0.26%，微软涨0.03%，英伟达涨0.1%，特斯拉涨0.08%，谷歌持平。　　存储概念股盘后多数上涨，SK海力士涨0.88%，美光科技涨0.42%，闪迪涨...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202610083889077588.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) 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21:50","market":"us","language":"zh","title":"大摩等投行反驳东芝扩产恐慌，西部数据、希捷科技大幅反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1181827988","media":"老虎资讯综合","summary":"10月5日，美股存储概念股走势分化，$西部数据(WDC)$涨超7%，$希捷科技(STX)$涨超6%，$SK海力士(SKHY)$跌超2%，$美光科技(MU)$跌近2%。","content":"<html><head></head><body><p>10月5日，美股存储概念股走势分化，<a href=\"https://laohu8.com/S/WDC\">西部数据</a>涨超7%，<a href=\"https://laohu8.com/S/STX\">希捷科技</a>涨超6%，<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>跌超2%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌近2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f7651c9af3452fd9d734c90d5e329cd\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce7590b1ebe0608f4e8c0084a6184023\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>上一交易日，东芝硬盘扩产消息引发板块股价回调，西部数据、希捷科技双双跌超10%。随后，摩根士丹利与伯恩斯坦相继发布调研报告，反驳市场恐慌，两家机构均认为市场对东芝扩产消息反应过度，实际对行业供给冲击有限；AI代理任务、物理AI催生增量存储需求，HDD供需紧张格局延续，维持希捷、西部数据看多评级，其中大摩将希捷列为首选标的。</p><p style=\"text-align: justify;\">摩根士丹利经过产业链走访调研表示，菲律宾工厂的扩产为东芝已规划两年的项目，年产能增速约30%，仅与行业整体供给增速持平，难以追上快速扩张的市场需求。受TDK、Resonac核心零部件约束、技术路线落后等因素制约，扩产落地时间偏激进，实现难度较高。日经报道提及的30%市场份额属于老旧目标，现实条件下很难达成，合理预期东芝市占率仅有望抬升至12‑13%。同时大摩确认，希捷、西部数据暂无新增扩产计划，行业价格策略也未发生调整。</p><p style=\"text-align: justify;\">需求端方面，摩根士丹利指出近1‑2个月HDD需求出现加速，除传统公有云厂商以外，新锐云厂商、人形物理AI企业成为新增采购力量；AI智能体工作负载会产生大量需要持久留存的上下文数据，进一步拉动硬盘消耗。现货市场价格走强，非长协订单现货报价达到3‑5美分/GB，显著高于合约价，验证行业定价上行逻辑。2026年行业供给缺口约300EB，2027‑2028年缺口将扩大至400EB。估值层面，希捷对应2028年基准情景EPS为10倍PE，乐观情景仅6.8倍；西部数据对应2028年基准情景8.5倍PE，乐观情景5.8倍，估值具备吸引力。</p><p style=\"text-align: justify;\">伯恩斯坦同样认为东芝扩产属于“小题大做”。即便乐观假设东芝完成产能近乎翻倍，叠加希捷、西数保持25%的年容量增长，东芝市占率也仅能由11.2%提升至16.8%，远达不到30%。从资本开支角度，报道提及3.8亿美元投入不足以支撑大规模产能翻倍；东芝面密度技术显著落后同业，高容量产品迭代滞后，扩产将被迫增加更多物理盘体，资本压力更大，执行风险突出。伯恩斯坦重申对两家公司“跑赢大盘”评级，希捷目标价1350美元，西部数据目标价770美元，建议借本次股价回调布局。</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>大摩等投行反驳东芝扩产恐慌，西部数据、希捷科技大幅反弹</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大摩等投行反驳东芝扩产恐慌，西部数据、希捷科技大幅反弹\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\">2026-10-05 21:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月5日，美股存储概念股走势分化，<a href=\"https://laohu8.com/S/WDC\">西部数据</a>涨超7%，<a href=\"https://laohu8.com/S/STX\">希捷科技</a>涨超6%，<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>跌超2%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌近2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f7651c9af3452fd9d734c90d5e329cd\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce7590b1ebe0608f4e8c0084a6184023\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>上一交易日，东芝硬盘扩产消息引发板块股价回调，西部数据、希捷科技双双跌超10%。随后，摩根士丹利与伯恩斯坦相继发布调研报告，反驳市场恐慌，两家机构均认为市场对东芝扩产消息反应过度，实际对行业供给冲击有限；AI代理任务、物理AI催生增量存储需求，HDD供需紧张格局延续，维持希捷、西部数据看多评级，其中大摩将希捷列为首选标的。</p><p style=\"text-align: justify;\">摩根士丹利经过产业链走访调研表示，菲律宾工厂的扩产为东芝已规划两年的项目，年产能增速约30%，仅与行业整体供给增速持平，难以追上快速扩张的市场需求。受TDK、Resonac核心零部件约束、技术路线落后等因素制约，扩产落地时间偏激进，实现难度较高。日经报道提及的30%市场份额属于老旧目标，现实条件下很难达成，合理预期东芝市占率仅有望抬升至12‑13%。同时大摩确认，希捷、西部数据暂无新增扩产计划，行业价格策略也未发生调整。</p><p style=\"text-align: justify;\">需求端方面，摩根士丹利指出近1‑2个月HDD需求出现加速，除传统公有云厂商以外，新锐云厂商、人形物理AI企业成为新增采购力量；AI智能体工作负载会产生大量需要持久留存的上下文数据，进一步拉动硬盘消耗。现货市场价格走强，非长协订单现货报价达到3‑5美分/GB，显著高于合约价，验证行业定价上行逻辑。2026年行业供给缺口约300EB，2027‑2028年缺口将扩大至400EB。估值层面，希捷对应2028年基准情景EPS为10倍PE，乐观情景仅6.8倍；西部数据对应2028年基准情景8.5倍PE，乐观情景5.8倍，估值具备吸引力。</p><p style=\"text-align: justify;\">伯恩斯坦同样认为东芝扩产属于“小题大做”。即便乐观假设东芝完成产能近乎翻倍，叠加希捷、西数保持25%的年容量增长，东芝市占率也仅能由11.2%提升至16.8%，远达不到30%。从资本开支角度，报道提及3.8亿美元投入不足以支撑大规模产能翻倍；东芝面密度技术显著落后同业，高容量产品迭代滞后，扩产将被迫增加更多物理盘体，资本压力更大，执行风险突出。伯恩斯坦重申对两家公司“跑赢大盘”评级，希捷目标价1350美元，西部数据目标价770美元，建议借本次股价回调布局。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"BK4605":"半导体精选","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","SG9999015978.USD":"利安颠覆性创新基金A","LU0240877869.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" ACC","LU1046421795.USD":"富达环球科技A-ACC","LU0823413587.USD":"BNP PARIBAS 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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\">\nCoreweave(CRWV.US)实现生产级规模的英伟达(NVDA.US)Vera Rubin NVL72性能，首发支\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-30 21:03 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>Coreweave(CRWV.US)实现生产级规模的英伟达(NVDA.US)Vera Rubin NVL72性能，首发支持 Cognition。</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":{"LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","AIPI":"REX AI EQUITY PREMIUM INCOME ETF","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","HK0000532082.HKD":"ALLIANZ SELECTION INCOME AND GROWTH \"AM\" (HKD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU0096364046.USD":"CT (LUX) I AMERICAN 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class=\"h-time\">2026-09-28 09:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>9月28日，智谱盘中下跌3.87%，报606.0港元/股，成交额4.04亿港元。</p><p>消息面上，近期OpenAI发布GPT-6 Sol/Luna价格近乎腰斩，Anthropic推出Claude Opus 5.5 API单价直降20%，DeepSeek亦下调Flash系列定价最高降幅达60%，全球大模型新一轮降价潮加速演进，市场对国内模型厂商定价能力及盈利空间的担忧显著加剧。此外，智谱旗下AI编程工具ZCode此前被曝静默上传用户代码库引发数据安全风波，尽管公司已完成整改、开源并引入第三方审计，但承明科技追责函件仍悬而未决，合规信任修复尚需时日，双重利空叠加持续压制市场情绪。</p><p>（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>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02513":"智谱"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178890875","content_text":"9月28日，智谱盘中下跌3.87%，报606.0港元/股，成交额4.04亿港元。消息面上，近期OpenAI发布GPT-6 Sol/Luna价格近乎腰斩，Anthropic推出Claude Opus 5.5 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16:17","market":"us","language":"zh","title":"异动解读｜戴尔盘前上涨3.1%，回调后反弹，多家投行上调目标价提振情绪","url":"https://stock-news.laohu8.com/highlight/detail?id=1151086081","media":"行情直击","summary":"9月21日，戴尔盘前上涨3.1%，报585.36美元/股，成交额775.65万美元，此前一个交易日戴尔曾因大股东Silver Lake系密集减持而下跌约3%。消息面上，大和证券近日将戴尔目标价由465美元大幅上调至625美元，维持\"跑赢大盘\"评级；加拿大皇家银行首次覆盖并给予640美元目标价，分析师指出AI基础设施支出周期持续，戴尔处于有利位置。","content":"<p><p>9月21日，戴尔盘前上涨3.1%，报585.36美元/股，成交额775.65万美元，此前一个交易日戴尔曾因大股东Silver Lake系密集减持而下跌约3%。</p><p>消息面上，大和证券近日将戴尔目标价由465美元大幅上调至625美元，维持\"跑赢大盘\"评级；加拿大皇家银行首次覆盖并给予640美元目标价，分析师指出AI基础设施支出周期持续，戴尔处于有利位置。基本面方面，戴尔AI服务器积压订单规模达950亿美元，过去12个月AI订单达132亿美元，甲骨文此前亦将戴尔列为AI资本开支核心供货商。尽管Silver Lake系近期持续减持套现，但在机构集中看多及AI服务器需求高景气的支撑下，盘前资金选择逢低回补。</p><p>（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>","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｜戴尔盘前上涨3.1%，回调后反弹，多家投行上调目标价提振情绪</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读｜戴尔盘前上涨3.1%，回调后反弹，多家投行上调目标价提振情绪\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\">2026-09-21 16:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>9月21日，戴尔盘前上涨3.1%，报585.36美元/股，成交额775.65万美元，此前一个交易日戴尔曾因大股东Silver Lake系密集减持而下跌约3%。</p><p>消息面上，大和证券近日将戴尔目标价由465美元大幅上调至625美元，维持\"跑赢大盘\"评级；加拿大皇家银行首次覆盖并给予640美元目标价，分析师指出AI基础设施支出周期持续，戴尔处于有利位置。基本面方面，戴尔AI服务器积压订单规模达950亿美元，过去12个月AI订单达132亿美元，甲骨文此前亦将戴尔列为AI资本开支核心供货商。尽管Silver Lake系近期持续减持套现，但在机构集中看多及AI服务器需求高景气的支撑下，盘前资金选择逢低回补。</p><p>（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>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DELL":"戴尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151086081","content_text":"9月21日，戴尔盘前上涨3.1%，报585.36美元/股，成交额775.65万美元，此前一个交易日戴尔曾因大股东Silver Lake系密集减持而下跌约3%。消息面上，大和证券近日将戴尔目标价由465美元大幅上调至625美元，维持\"跑赢大盘\"评级；加拿大皇家银行首次覆盖并给予640美元目标价，分析师指出AI基础设施支出周期持续，戴尔处于有利位置。基本面方面，戴尔AI服务器积压订单规模达950亿美元，过去12个月AI订单达132亿美元，甲骨文此前亦将戴尔列为AI资本开支核心供货商。尽管Silver Lake系近期持续减持套现，但在机构集中看多及AI服务器需求高景气的支撑下，盘前资金选择逢低回补。（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":{"DELL":1}},"isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610014777196984,"gmtCreate":1789956079497,"gmtModify":1789956081181,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"暴跌，暴跌","listText":"暴跌，暴跌","text":"暴跌，暴跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610014777196984","repostId":"1101892734","repostType":2,"repost":{"id":"1101892734","kind":"news","weMediaInfo":{"introduction":"重大公告快速掌握","home_visible":1,"media_name":"公告助手","id":"1094185691","head_image":"https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5"},"pubTimestamp":1789768885,"share":"https://www.laohunote.com/m/news/1101892734?lang=zh_CN&edition=full","pubTime":"2026-09-19 06:01","market":"us","language":"zh","title":"Form 4 | Dell Technologies 关联股东 Silver Lake Partners IV, L.P. 董事及10%股东于2026-09-16 减持合计37,384股并行使71,574股转换","url":"https://stock-news.laohu8.com/highlight/detail?id=1101892734","media":"公告助手","summary":"根据最新提交的Form 4，Dell Technologies Inc.的重要股东及董事 Silver Lake Partners IV, L.P. 及其关联方于2026年9月16日进行了一系列股票交易。交易完成后，通过 Silver Lake Partners IV, L.P. 持有的Class C普通股约为133,048股，同时Egon Durban 直接及间接仍持有较大规模股份。大股东及董事在股价高位分批减持，通常被视为阶段性获利了结信号，短期内或对市场情绪构成一定压力，但其仍持有大量股份，显示对公司长期前景仍有一定信心。","content":"根据最新提交的Form 4，Dell Technologies Inc.（DELL）的重要股东及董事 Silver Lake Partners IV, L.P. 及其关联方于2026年9月16日进行了一系列股票交易。首先，其通过一次“M”类交易将71,574股Class B普通股转换为同等数量的Class C普通股；随后在同日分多笔“S”类交易累计减持约37,384股Class C普通股，成交价格区间约为560.88至573.79美元。交易完成后，通过 Silver Lake Partners IV, L.P. 持有的Class C普通股约为133,048股，同时Egon Durban 直接及间接仍持有较大规模股份。大股东及董事在股价高位分批减持，通常被视为阶段性获利了结信号，短期内或对市场情绪构成一定压力，但其仍持有大量股份，显示对公司长期前景仍有一定信心。","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Form 4 | Dell Technologies 关联股东 Silver Lake Partners IV, L.P. 董事及10%股东于2026-09-16 减持合计37,384股并行使71,574股转换</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForm 4 | Dell Technologies 关联股东 Silver Lake Partners IV, L.P. 董事及10%股东于2026-09-16 减持合计37,384股并行使71,574股转换\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1094185691\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">公告助手 </p>\n<p class=\"h-time\">2026-09-19 06:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n根据最新提交的Form 4，Dell Technologies Inc.（DELL）的重要股东及董事 Silver Lake Partners IV, L.P. 及其关联方于2026年9月16日进行了一系列股票交易。首先，其通过一次“M”类交易将71,574股Class B普通股转换为同等数量的Class C普通股；随后在同日分多笔“S”类交易累计减持约37,384股Class C普通股，成交价格区间约为560.88至573.79美元。交易完成后，通过 Silver Lake Partners IV, L.P. 持有的Class C普通股约为133,048股，同时Egon Durban 直接及间接仍持有较大规模股份。大股东及董事在股价高位分批减持，通常被视为阶段性获利了结信号，短期内或对市场情绪构成一定压力，但其仍持有大量股份，显示对公司长期前景仍有一定信心。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DELL":"戴尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101892734","content_text":"根据最新提交的Form 4，Dell Technologies Inc.（DELL）的重要股东及董事 Silver Lake Partners IV, L.P. 及其关联方于2026年9月16日进行了一系列股票交易。首先，其通过一次“M”类交易将71,574股Class B普通股转换为同等数量的Class C普通股；随后在同日分多笔“S”类交易累计减持约37,384股Class C普通股，成交价格区间约为560.88至573.79美元。交易完成后，通过 Silver Lake Partners IV, L.P. 持有的Class C普通股约为133,048股，同时Egon Durban 直接及间接仍持有较大规模股份。大股东及董事在股价高位分批减持，通常被视为阶段性获利了结信号，短期内或对市场情绪构成一定压力，但其仍持有大量股份，显示对公司长期前景仍有一定信心。","news_type":1,"symbols_score_info":{"DELL":1}},"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609130050241864,"gmtCreate":1789740154554,"gmtModify":1789740156362,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"准备暴跌400","listText":"准备暴跌400","text":"准备暴跌400","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609130050241864","repostId":"2668928492","repostType":2,"repost":{"id":"2668928492","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1789731501,"share":"https://www.laohunote.com/m/news/2668928492?lang=zh_CN&edition=full","pubTime":"2026-09-18 19:38","market":"fut","language":"en","title":"Daiwa Securities Adjusts Dell Technologies PT to $625 From $465, Maintains Outperform Rating<blockquote>大和证券将戴尔技术 PT 从 465 美元调整至 625 美元，维持跑赢大盘评级</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2668928492","media":"MT Newswires Live","summary":"Dell Technologies (DELL) has an average rating of overweight and mean price target of $592.65, according to analysts polled by FactSet.(MT Newswires covers equity, commodity and economic research from","content":"<p><html><body> Dell Technologies (DELL) has an average rating of overweight and mean price target of $592.65, according to analysts polled by FactSet.</p><p><blockquote><html><body>根据 FactSet 调查的分析师，戴尔科技公司 (DELL) 的平均跑赢大盘评级和平均目标价为 592.65 美元。</body></html></blockquote></p><p>(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)</p><p><blockquote>（MT Newswires 涵盖北美、亚洲和欧洲主要银行和研究公司的股票、大宗商品和经济研究。研究提供商可以在这里联系我们：https://www.mtnewswires.com/contact-us）</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"mtnewswires_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Daiwa Securities Adjusts Dell Technologies PT to $625 From $465, Maintains Outperform Rating<blockquote>大和证券将戴尔技术 PT 从 465 美元调整至 625 美元，维持跑赢大盘评级</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDaiwa Securities Adjusts Dell Technologies PT to $625 From $465, Maintains Outperform Rating<blockquote>大和证券将戴尔技术 PT 从 465 美元调整至 625 美元，维持跑赢大盘评级</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time smaller\">2026-09-18 19:38</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body> Dell Technologies (DELL) has an average rating of overweight and mean price target of $592.65, according to analysts polled by FactSet.</p><p><blockquote><html><body>根据 FactSet 调查的分析师，戴尔科技公司 (DELL) 的平均跑赢大盘评级和平均目标价为 592.65 美元。</body></html></blockquote></p><p>(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)</p><p><blockquote>（MT Newswires 涵盖北美、亚洲和欧洲主要银行和研究公司的股票、大宗商品和经济研究。研究提供商可以在这里联系我们：https://www.mtnewswires.com/contact-us）</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FXL":"First Trust Technology AlphaDEX Fund","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","BK4535":"淡马锡持仓","BK4515":"5G概念","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","DLLL":"2倍做多DELL ETF-GraniteShares","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","BK4588":"碎股","DELL":"戴尔","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","WLDR":"Affinity World Leaders Equity ETF","BK4170":"电脑硬件、储存设备及电脑周边","LU1046421795.USD":"富达环球科技A-ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4543":"AI","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2668928492","content_text":"Dell Technologies (DELL) has an average rating of overweight and mean price target of $592.65, according to analysts polled by FactSet.(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)","news_type":1,"symbols_score_info":{"FXL":0.6,"DLLL":0.6,"DELL":1.95,"WLDR":0.6}},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608905993834808,"gmtCreate":1789685348319,"gmtModify":1789685350594,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"都不看好自家股票，做空","listText":"都不看好自家股票，做空","text":"都不看好自家股票，做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608905993834808","repostId":"1151888462","repostType":2,"repost":{"id":"1151888462","kind":"news","weMediaInfo":{"introduction":"重大公告快速掌握","home_visible":1,"media_name":"公告助手","id":"1094185691","head_image":"https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5"},"pubTimestamp":1789682115,"share":"https://www.laohunote.com/m/news/1151888462?lang=zh_CN&edition=full","pubTime":"2026-09-18 05:55","market":"us","language":"zh","title":"Form 4 | Dell Technologies Inc.董事 SL SPV-2, L.P. 减持29213股","url":"https://stock-news.laohu8.com/highlight/detail?id=1151888462","media":"公告助手","summary":"Dell Technologies Inc.董事 SL SPV-2, L.P. 于2026年9月15日进行了多次交易，共减持了29213股普通股。此次减持可能对市场情绪产生负面影响，投资者需要密切关注公司的后续表现。","content":"Dell Technologies Inc.董事 SL SPV-2, L.P. 于2026年9月15日进行了多次交易，共减持了29213股普通股。此次减持可能对市场情绪产生负面影响，投资者需要密切关注公司的后续表现。","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Form 4 | Dell Technologies Inc.董事 SL SPV-2, L.P. 减持29213股</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForm 4 | Dell Technologies Inc.董事 SL SPV-2, L.P. 减持29213股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1094185691\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">公告助手 </p>\n<p class=\"h-time\">2026-09-18 05:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nDell Technologies Inc.董事 SL SPV-2, L.P. 于2026年9月15日进行了多次交易，共减持了29213股普通股。此次减持可能对市场情绪产生负面影响，投资者需要密切关注公司的后续表现。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DELL":"戴尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151888462","content_text":"Dell Technologies Inc.董事 SL SPV-2, L.P. 于2026年9月15日进行了多次交易，共减持了29213股普通股。此次减持可能对市场情绪产生负面影响，投资者需要密切关注公司的后续表现。","news_type":1,"symbols_score_info":{"DELL":1}},"isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608111276364160,"gmtCreate":1789488183233,"gmtModify":1789488185131,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"没人接盘了才说价格走高，真无语暴跌吧","listText":"没人接盘了才说价格走高，真无语暴跌吧","text":"没人接盘了才说价格走高，真无语暴跌吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608111276364160","repostId":"2667628926","repostType":2,"repost":{"id":"2667628926","kind":"live","pubTimestamp":1789481208,"share":"https://www.laohunote.com/m/news/2667628926?lang=zh_CN&edition=full","pubTime":"2026-09-15 22:06","market":"us","language":"zh","title":"美股异动 | 戴尔科技(DELL.US)涨逾5% 明年硬件价格或持续走高","url":"https://stock-news.laohu8.com/highlight/detail?id=2667628926","media":"智通财经","summary":"【美股异动 | 戴尔科技(DELL.US)涨逾5% 明年硬件价格或持续走高】智通财经APP获悉，周二，戴尔科技(DELL.US)涨逾5%，报563.49美元。消息面上，近日，戴尔科技集团首席执行官迈克","content":"<html><body><div>\n<div>\n<b>【美股异动 | 戴尔科技(DELL.US)涨逾5% 明年硬件价格或持续走高】</b>智通财经APP获悉，周二，戴尔科技(DELL.US)涨逾5%，报563.49美元。消息面上，近日，戴尔科技集团首席执行官迈克尔.戴尔(Michael \n\nDell)向投资者表示，人工智能热潮之下，算力设备与个人电脑价格将持续走高，硬件设备芯片的“结构性短缺”问题大概率会在2027年进一步恶化。“综合所有信息判断，2027年芯片结构性短缺情况很可能比2026年更为严峻。没错，成本正在上涨，我们也会把这部分成本传导至产品定价“。                </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\" 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 | 戴尔科技(DELL.US)涨逾5% 明年硬件价格或持续走高</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{ 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股异动 | 戴尔科技(DELL.US)涨逾5% 明年硬件价格或持续走高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-15 22:06 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>【美股异动 | 戴尔科技(DELL.US)涨逾5% 明年硬件价格或持续走高】智通财经APP获悉，周二，戴尔科技(DELL.US)涨逾5%，报563.49美元。消息面上，近日，戴尔科技集团首席执行官迈克尔.戴尔(Michael \n\nDell)向投资者表示，人工智能热潮之下，算力设备与个人电脑价格将持续走高，硬件设备芯片的“结构性短缺”问题大概率会在2027年进一步恶化。“综合所有信息判断，2027年...</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":{"BK4515":"5G概念","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","BK4170":"电脑硬件、储存设备及电脑周边","WLDR":"Affinity World Leaders Equity ETF","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4588":"碎股","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","DLLL":"2倍做多DELL ETF-GraniteShares","BK4543":"AI","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","FXL":"First Trust Technology AlphaDEX Fund","BK4585":"ETF&股票定投概念","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU1046421795.USD":"富达环球科技A-ACC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","DELL":"戴尔","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","BK4535":"淡马锡持仓"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2667628926","content_text":"【美股异动 | 戴尔科技(DELL.US)涨逾5% 明年硬件价格或持续走高】智通财经APP获悉，周二，戴尔科技(DELL.US)涨逾5%，报563.49美元。消息面上，近日，戴尔科技集团首席执行官迈克尔.戴尔(Michael \n\nDell)向投资者表示，人工智能热潮之下，算力设备与个人电脑价格将持续走高，硬件设备芯片的“结构性短缺”问题大概率会在2027年进一步恶化。“综合所有信息判断，2027年芯片结构性短缺情况很可能比2026年更为严峻。没错，成本正在上涨，我们也会把这部分成本传导至产品定价“。","news_type":1,"symbols_score_info":{"DLLL":0.6,"WLDR":0.6,"FXL":0.6,"DELL":1.97}},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608110201791560,"gmtCreate":1789487989785,"gmtModify":1789487991729,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"没人接盘了","listText":"没人接盘了","text":"没人接盘了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608110201791560","repostId":"2667625335","repostType":2,"repost":{"id":"2667625335","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1789484503,"share":"https://www.laohunote.com/m/news/2667625335?lang=zh_CN&edition=full","pubTime":"2026-09-15 23:01","market":"other","language":"zh","title":"戴尔科技（DELL）盘中扬升4.07% 机构指其仍处于有利位置","url":"https://stock-news.laohu8.com/highlight/detail?id=2667625335","media":"金吾财讯","summary":"金吾财讯 | 戴尔科技 盘中股价扬升4.07%，暂报556.04美元，成交额24.91亿美元。另一消息面上，加拿大皇家银行资本市场新近研报首次覆盖戴尔科技，并给予“跑赢大盘”评级，目标价640美元。RBC分析师表示：“我们认为，随着目前没有任何放缓迹象，戴尔仍处于有利位置，有望从持续多年的AI基础设施支出周期中受益。”RBC指出，戴尔目前服务器订单积压规模达到950亿美元，这些订单尚未开始交付；该公司第二季度AI服务器销售额约为164亿美元。","content":"<html><body><p>金吾财讯 | 戴尔科技（DELL）盘中股价扬升4.07%，暂报556.04美元，成交额24.91亿美元。消息面上，戴尔科技集团CEO迈克尔·戴尔在高盛Communacopia+技术大会上表示，人工智能技术快速发展引发的半导体结构性短缺问题短期内难以缓解，甚至可能持续至2027年后。且半导体短缺已直接推高算力设备及个人电脑的市场价格。另一消息面上，加拿大皇家银行资本市场新近研报首次覆盖戴尔科技，并给予“跑赢大盘”评级，目标价640美元。RBC分析师表示：“我们认为，随着目前没有任何放缓迹象，戴尔仍处于有利位置，有望从持续多年的AI基础设施支出周期中受益。”RBC指出，戴尔目前服务器订单积压规模达到950亿美元，这些订单尚未开始交付；该公司第二季度AI服务器销售额约为164亿美元。</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>戴尔科技（DELL）盘中扬升4.07% 机构指其仍处于有利位置</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戴尔科技（DELL）盘中扬升4.07% 机构指其仍处于有利位置\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-09-15 23:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 戴尔科技（DELL）盘中股价扬升4.07%，暂报556.04美元，成交额24.91亿美元。消息面上，戴尔科技集团CEO迈克尔·戴尔在高盛Communacopia+技术大会上表示，人工智能技术快速发展引发的半导体结构性短缺问题短期内难以缓解，甚至可能持续至2027年后。且半导体短缺已直接推高算力设备及个人电脑的市场价格。另一消息面上，加拿大皇家银行资本市场新近研报首次覆盖戴尔科技，并给予“跑赢大盘”评级，目标价640美元。RBC分析师表示：“我们认为，随着目前没有任何放缓迹象，戴尔仍处于有利位置，有望从持续多年的AI基础设施支出周期中受益。”RBC指出，戴尔目前服务器订单积压规模达到950亿美元，这些订单尚未开始交付；该公司第二季度AI服务器销售额约为164亿美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/M2RkMDMzZDc5MTczNjIzNzY2ODA2Mg==.png","relate_stocks":{"LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0976567544.SGD":"FTIF - Templeton 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戴尔科技（DELL）盘中股价扬升4.07%，暂报556.04美元，成交额24.91亿美元。消息面上，戴尔科技集团CEO迈克尔·戴尔在高盛Communacopia+技术大会上表示，人工智能技术快速发展引发的半导体结构性短缺问题短期内难以缓解，甚至可能持续至2027年后。且半导体短缺已直接推高算力设备及个人电脑的市场价格。另一消息面上，加拿大皇家银行资本市场新近研报首次覆盖戴尔科技，并给予“跑赢大盘”评级，目标价640美元。RBC分析师表示：“我们认为，随着目前没有任何放缓迹象，戴尔仍处于有利位置，有望从持续多年的AI基础设施支出周期中受益。”RBC指出，戴尔目前服务器订单积压规模达到950亿美元，这些订单尚未开始交付；该公司第二季度AI服务器销售额约为164亿美元。","news_type":1,"symbols_score_info":{"DLLL":0.6,"WLDR":0.6,"DELL":1.96,"FXL":0.6}},"isVote":1,"tweetType":1,"viewCount":700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600202242467080,"gmtCreate":1787559624857,"gmtModify":1787559626796,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"涨到145美元，清空做空","listText":"涨到145美元，清空做空","text":"涨到145美元，清空做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600202242467080","isVote":1,"tweetType":1,"viewCount":1090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":598410120020664,"gmtCreate":1787114432546,"gmtModify":1787114434525,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"这个教授想抄底？叫兽？","listText":"这个教授想抄底？叫兽？","text":"这个教授想抄底？叫兽？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/598410120020664","repostId":"2660841613","repostType":2,"repost":{"id":"2660841613","kind":"live","pubTimestamp":1787105575,"share":"https://www.laohunote.com/m/news/2660841613?lang=zh_CN&edition=full","pubTime":"2026-08-19 10:12","market":"us","language":"zh","title":"纽约大学教授：SpaceX估值过高 只值10至30美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2660841613","media":"智通财经","summary":"【纽约大学教授：SpaceX估值过高 只值10至30美元】纽约大学教授兼科技分析师、《纽约时报》的畅销书作者斯科特·加洛韦最新表示，SpaceX的股票交易价格远高于其应有的价格，即使从峰值大幅下跌，也","content":"<html><body><div>\n<div>\n<b>【纽约大学教授：SpaceX估值过高 只值10至30美元】</b>纽约大学教授兼科技分析师、《纽约时报》的畅销书作者斯科特·加洛韦最新表示，SpaceX的股票交易价格远高于其应有的价格，即使从峰值大幅下跌，也未能使其成为一项有吸引力的投资。他在周一发布的播客节目中表示，SpaceX的股票价值在10美元到30美元之间。截至周二美股收盘，该股收跌1.98%，报143.34美元。加洛韦认为， SpaceX的估值部分是由异常有利的市场机制推动的。最初，SpaceX仅有约4%至5%的股票可供公开交易，供应有限。他还表示，SpaceX被纳入纳斯达克100指数也刺激了追踪该指数的基金的需求。他还质疑投资者是否应该将SpaceX主要视为一家火箭和卫星公司。SpaceX上市不到两周，就发行了250亿美元的债券，尽管该公司此前披露的现金及现金等价物高达1008亿美元。该公司表示，募集资金将主要用于偿还一笔过渡贷款。加洛韦表示，此次债券发行表明投资者正在押注与SpaceX发射业务相关的AI基础设施，而未来的扩张将越来越依赖于借贷。                </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\" 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>纽约大学教授：SpaceX估值过高 只值10至30美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n纽约大学教授：SpaceX估值过高 只值10至30美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-19 10:12 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>【纽约大学教授：SpaceX估值过高 只值10至30美元】纽约大学教授兼科技分析师、《纽约时报》的畅销书作者斯科特·加洛韦最新表示，SpaceX的股票交易价格远高于其应有的价格，即使从峰值大幅下跌，也未能使其成为一项有吸引力的投资。他在周一发布的播客节目中表示，SpaceX的股票价值在10美元到30美元之间。截至周二美股收盘，该股收跌1.98%，报143.34美元。加洛韦认为， SpaceX的估值...</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":{"WARP":"VanEck Space ETF","SPCX":"SPAC and New Issue ETF","SPCM":"2倍做多SpaceX ETF-Tradr","UFO":"Procure Space ETF","UUP":"美元ETF-PowerShares DB","LU1861215975.USD":"贝莱德新一代科技基金 A2","SPCQ":"2倍做空SpaceX ETF-Defiance","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","UDN":"做空美元指数-PowerShares","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","DXYZ":"Destiny Tech100 Inc","WSPC":"WisdomTree Space Economy UCITS ETF","SNK":"2倍做空SpaceX ETF-GraniteShares","SPCU":"2倍做多SpaceX ETF-Defiance","SPAL":"2倍做多Space X ETF-GraniteShares","MARS":"Roundhill Space & Technology ETF","SPCF":"2倍做多SpaceX ETF-ProShares","SSPC":"2倍做空SpaceX ETF-Leverage Shares","SPCG":"2倍做空SpaceX ETF-Tradr","BK4615":"SpaceX概念","XOVR":"ERShares Private-Public Crossover ETF","SPCH":"2倍做多SpaceX ETF-Leverage Shares","LOFD":"Direxion Daily SpaceX Bear 2X ETF","SPAX":"2倍做多SPACEX ETF-T-REX","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LOFF":"2倍做多SpaceX ETF-Direxion","BK4089":"非传统电信运营商","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","ORBX":"Global X Space Tech ETF","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2660841613","content_text":"【纽约大学教授：SpaceX估值过高 只值10至30美元】纽约大学教授兼科技分析师、《纽约时报》的畅销书作者斯科特·加洛韦最新表示，SpaceX的股票交易价格远高于其应有的价格，即使从峰值大幅下跌，也未能使其成为一项有吸引力的投资。他在周一发布的播客节目中表示，SpaceX的股票价值在10美元到30美元之间。截至周二美股收盘，该股收跌1.98%，报143.34美元。加洛韦认为， SpaceX的估值部分是由异常有利的市场机制推动的。最初，SpaceX仅有约4%至5%的股票可供公开交易，供应有限。他还表示，SpaceX被纳入纳斯达克100指数也刺激了追踪该指数的基金的需求。他还质疑投资者是否应该将SpaceX主要视为一家火箭和卫星公司。SpaceX上市不到两周，就发行了250亿美元的债券，尽管该公司此前披露的现金及现金等价物高达1008亿美元。该公司表示，募集资金将主要用于偿还一笔过渡贷款。加洛韦表示，此次债券发行表明投资者正在押注与SpaceX发射业务相关的AI基础设施，而未来的扩张将越来越依赖于借贷。","news_type":1,"symbols_score_info":{"ORBX":0.6,"SPCG":0.6,"UUP":1.5,"LOFF":0.6,"WSPC":0.6,"MARS":0.6,"UDN":1.5,"SPAX":0.6,"ELOL":0.6,"SPCH":0.6,"SPCX":1.5,"SPCM":0.6,"SNK":1.5,"WARP":0.6,"SPCF":0.6,"UFO":0.6,"SPCQ":0.6,"DXYZ":1.5,"SSPC":0.6,"SPCU":1.5,"SPAL":1.5,"XOVR":1.5,"LOFD":0.6}},"isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":597857807077488,"gmtCreate":1786978814311,"gmtModify":1786978816421,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"不是一家公司才有存储，大家在囤货，到时候大跌收割全球","listText":"不是一家公司才有存储，大家在囤货，到时候大跌收割全球","text":"不是一家公司才有存储，大家在囤货，到时候大跌收割全球","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/597857807077488","repostId":"2660443541","repostType":2,"repost":{"id":"2660443541","kind":"live","pubTimestamp":1786978166,"share":"https://www.laohunote.com/m/news/2660443541?lang=zh_CN&edition=full","pubTime":"2026-08-17 22:49","market":"hk","language":"zh","title":"美股存储板块进一步扩大涨幅，SK海力士股价上涨6.5%，美光科技股价上涨5.7%，闪迪股价上涨10.5%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2660443541","media":"智通财经","summary":"美股存储板块进一步扩大涨幅，SK海力士股价上涨6.5%，美光科技股价上涨5.7%，闪迪股价上涨10.5%。","content":"<html><body><div>\n<div>\n                  美股存储板块进一步扩大涨幅，SK海力士股价上涨6.5%，美光科技股价上涨5.7%，闪迪股价上涨10.5%。                </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\" 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>美股存储板块进一步扩大涨幅，SK海力士股价上涨6.5%，美光科技股价上涨5.7%，闪迪股价上涨10.5%。</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美股存储板块进一步扩大涨幅，SK海力士股价上涨6.5%，美光科技股价上涨5.7%，闪迪股价上涨10.5%。\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-17 22:49 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>美股存储板块进一步扩大涨幅，SK海力士股价上涨6.5%，美光科技股价上涨5.7%，闪迪股价上涨10.5%。</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":{"FCUS":"PINNACLE FOCUSED OPPORTUNITIES ETF","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IXN":"iShares Trust S&P Global Informa","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","SG9999001424.SGD":"United E-Commerce Fund SGD","BK4543":"AI","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","PTF":"Invesco Dorsey Wright Technology Momentum ETF","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","HYNX":"2倍做多海力士ETF-T-REX","IE00BKDWB100.SGD":"PINEBRIDGE 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href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>要熔断了吗再来一场刺激吧","text":"$道琼斯(.DJI)$要熔断了吗再来一场刺激吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/924251036","isVote":1,"tweetType":1,"viewCount":874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":923130909,"gmtCreate":1585760326001,"gmtModify":1704358932020,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAL\">$美国航空(AAL)$</a>看来又要熔断了","listText":"<a href=\"https://laohu8.com/S/AAL\">$美国航空(AAL)$</a>看来又要熔断了","text":"$美国航空(AAL)$看来又要熔断了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/923130909","isVote":1,"tweetType":1,"viewCount":1879,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615369940426896,"gmtCreate":1791244340233,"gmtModify":1791244342039,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"等到28年建好，估计ai已经不需要了","listText":"等到28年建好，估计ai已经不需要了","text":"等到28年建好，估计ai已经不需要了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/615369940426896","repostId":"1181827988","repostType":2,"repost":{"id":"1181827988","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1791208202,"share":"https://www.laohunote.com/m/news/1181827988?lang=zh_CN&edition=full","pubTime":"2026-10-05 21:50","market":"us","language":"zh","title":"大摩等投行反驳东芝扩产恐慌，西部数据、希捷科技大幅反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1181827988","media":"老虎资讯综合","summary":"10月5日，美股存储概念股走势分化，$西部数据(WDC)$涨超7%，$希捷科技(STX)$涨超6%，$SK海力士(SKHY)$跌超2%，$美光科技(MU)$跌近2%。","content":"<html><head></head><body><p>10月5日，美股存储概念股走势分化，<a href=\"https://laohu8.com/S/WDC\">西部数据</a>涨超7%，<a href=\"https://laohu8.com/S/STX\">希捷科技</a>涨超6%，<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>跌超2%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌近2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f7651c9af3452fd9d734c90d5e329cd\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce7590b1ebe0608f4e8c0084a6184023\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>上一交易日，东芝硬盘扩产消息引发板块股价回调，西部数据、希捷科技双双跌超10%。随后，摩根士丹利与伯恩斯坦相继发布调研报告，反驳市场恐慌，两家机构均认为市场对东芝扩产消息反应过度，实际对行业供给冲击有限；AI代理任务、物理AI催生增量存储需求，HDD供需紧张格局延续，维持希捷、西部数据看多评级，其中大摩将希捷列为首选标的。</p><p style=\"text-align: justify;\">摩根士丹利经过产业链走访调研表示，菲律宾工厂的扩产为东芝已规划两年的项目，年产能增速约30%，仅与行业整体供给增速持平，难以追上快速扩张的市场需求。受TDK、Resonac核心零部件约束、技术路线落后等因素制约，扩产落地时间偏激进，实现难度较高。日经报道提及的30%市场份额属于老旧目标，现实条件下很难达成，合理预期东芝市占率仅有望抬升至12‑13%。同时大摩确认，希捷、西部数据暂无新增扩产计划，行业价格策略也未发生调整。</p><p style=\"text-align: justify;\">需求端方面，摩根士丹利指出近1‑2个月HDD需求出现加速，除传统公有云厂商以外，新锐云厂商、人形物理AI企业成为新增采购力量；AI智能体工作负载会产生大量需要持久留存的上下文数据，进一步拉动硬盘消耗。现货市场价格走强，非长协订单现货报价达到3‑5美分/GB，显著高于合约价，验证行业定价上行逻辑。2026年行业供给缺口约300EB，2027‑2028年缺口将扩大至400EB。估值层面，希捷对应2028年基准情景EPS为10倍PE，乐观情景仅6.8倍；西部数据对应2028年基准情景8.5倍PE，乐观情景5.8倍，估值具备吸引力。</p><p style=\"text-align: justify;\">伯恩斯坦同样认为东芝扩产属于“小题大做”。即便乐观假设东芝完成产能近乎翻倍，叠加希捷、西数保持25%的年容量增长，东芝市占率也仅能由11.2%提升至16.8%，远达不到30%。从资本开支角度，报道提及3.8亿美元投入不足以支撑大规模产能翻倍；东芝面密度技术显著落后同业，高容量产品迭代滞后，扩产将被迫增加更多物理盘体，资本压力更大，执行风险突出。伯恩斯坦重申对两家公司“跑赢大盘”评级，希捷目标价1350美元，西部数据目标价770美元，建议借本次股价回调布局。</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>大摩等投行反驳东芝扩产恐慌，西部数据、希捷科技大幅反弹</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大摩等投行反驳东芝扩产恐慌，西部数据、希捷科技大幅反弹\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\">2026-10-05 21:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月5日，美股存储概念股走势分化，<a href=\"https://laohu8.com/S/WDC\">西部数据</a>涨超7%，<a href=\"https://laohu8.com/S/STX\">希捷科技</a>涨超6%，<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>跌超2%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌近2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f7651c9af3452fd9d734c90d5e329cd\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce7590b1ebe0608f4e8c0084a6184023\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>上一交易日，东芝硬盘扩产消息引发板块股价回调，西部数据、希捷科技双双跌超10%。随后，摩根士丹利与伯恩斯坦相继发布调研报告，反驳市场恐慌，两家机构均认为市场对东芝扩产消息反应过度，实际对行业供给冲击有限；AI代理任务、物理AI催生增量存储需求，HDD供需紧张格局延续，维持希捷、西部数据看多评级，其中大摩将希捷列为首选标的。</p><p style=\"text-align: justify;\">摩根士丹利经过产业链走访调研表示，菲律宾工厂的扩产为东芝已规划两年的项目，年产能增速约30%，仅与行业整体供给增速持平，难以追上快速扩张的市场需求。受TDK、Resonac核心零部件约束、技术路线落后等因素制约，扩产落地时间偏激进，实现难度较高。日经报道提及的30%市场份额属于老旧目标，现实条件下很难达成，合理预期东芝市占率仅有望抬升至12‑13%。同时大摩确认，希捷、西部数据暂无新增扩产计划，行业价格策略也未发生调整。</p><p style=\"text-align: justify;\">需求端方面，摩根士丹利指出近1‑2个月HDD需求出现加速，除传统公有云厂商以外，新锐云厂商、人形物理AI企业成为新增采购力量；AI智能体工作负载会产生大量需要持久留存的上下文数据，进一步拉动硬盘消耗。现货市场价格走强，非长协订单现货报价达到3‑5美分/GB，显著高于合约价，验证行业定价上行逻辑。2026年行业供给缺口约300EB，2027‑2028年缺口将扩大至400EB。估值层面，希捷对应2028年基准情景EPS为10倍PE，乐观情景仅6.8倍；西部数据对应2028年基准情景8.5倍PE，乐观情景5.8倍，估值具备吸引力。</p><p style=\"text-align: justify;\">伯恩斯坦同样认为东芝扩产属于“小题大做”。即便乐观假设东芝完成产能近乎翻倍，叠加希捷、西数保持25%的年容量增长，东芝市占率也仅能由11.2%提升至16.8%，远达不到30%。从资本开支角度，报道提及3.8亿美元投入不足以支撑大规模产能翻倍；东芝面密度技术显著落后同业，高容量产品迭代滞后，扩产将被迫增加更多物理盘体，资本压力更大，执行风险突出。伯恩斯坦重申对两家公司“跑赢大盘”评级，希捷目标价1350美元，西部数据目标价770美元，建议借本次股价回调布局。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"BK4605":"半导体精选","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","SG9999015978.USD":"利安颠覆性创新基金A","LU0240877869.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" ACC","LU1046421795.USD":"富达环球科技A-ACC","LU0823413587.USD":"BNP PARIBAS 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扩产也能消化 但过去十年的惨痛教训让两巨头决定死守供给纪律","text":"HDD缺口太大了 扩产也能消化 但过去十年的惨痛教训让两巨头决定死守供给纪律","html":"HDD缺口太大了 扩产也能消化 但过去十年的惨痛教训让两巨头决定死守供给纪律"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":598410120020664,"gmtCreate":1787114432546,"gmtModify":1787114434525,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"这个教授想抄底？叫兽？","listText":"这个教授想抄底？叫兽？","text":"这个教授想抄底？叫兽？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/598410120020664","repostId":"2660841613","repostType":2,"repost":{"id":"2660841613","kind":"live","pubTimestamp":1787105575,"share":"https://www.laohunote.com/m/news/2660841613?lang=zh_CN&edition=full","pubTime":"2026-08-19 10:12","market":"us","language":"zh","title":"纽约大学教授：SpaceX估值过高 只值10至30美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2660841613","media":"智通财经","summary":"【纽约大学教授：SpaceX估值过高 只值10至30美元】纽约大学教授兼科技分析师、《纽约时报》的畅销书作者斯科特·加洛韦最新表示，SpaceX的股票交易价格远高于其应有的价格，即使从峰值大幅下跌，也","content":"<html><body><div>\n<div>\n<b>【纽约大学教授：SpaceX估值过高 只值10至30美元】</b>纽约大学教授兼科技分析师、《纽约时报》的畅销书作者斯科特·加洛韦最新表示，SpaceX的股票交易价格远高于其应有的价格，即使从峰值大幅下跌，也未能使其成为一项有吸引力的投资。他在周一发布的播客节目中表示，SpaceX的股票价值在10美元到30美元之间。截至周二美股收盘，该股收跌1.98%，报143.34美元。加洛韦认为， SpaceX的估值部分是由异常有利的市场机制推动的。最初，SpaceX仅有约4%至5%的股票可供公开交易，供应有限。他还表示，SpaceX被纳入纳斯达克100指数也刺激了追踪该指数的基金的需求。他还质疑投资者是否应该将SpaceX主要视为一家火箭和卫星公司。SpaceX上市不到两周，就发行了250亿美元的债券，尽管该公司此前披露的现金及现金等价物高达1008亿美元。该公司表示，募集资金将主要用于偿还一笔过渡贷款。加洛韦表示，此次债券发行表明投资者正在押注与SpaceX发射业务相关的AI基础设施，而未来的扩张将越来越依赖于借贷。                </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 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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>【纽约大学教授：SpaceX估值过高 只值10至30美元】纽约大学教授兼科技分析师、《纽约时报》的畅销书作者斯科特·加洛韦最新表示，SpaceX的股票交易价格远高于其应有的价格，即使从峰值大幅下跌，也未能使其成为一项有吸引力的投资。他在周一发布的播客节目中表示，SpaceX的股票价值在10美元到30美元之间。截至周二美股收盘，该股收跌1.98%，报143.34美元。加洛韦认为， SpaceX的估值...</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":{"WARP":"VanEck Space ETF","SPCX":"SPAC and New Issue ETF","SPCM":"2倍做多SpaceX ETF-Tradr","UFO":"Procure Space ETF","UUP":"美元ETF-PowerShares DB","LU1861215975.USD":"贝莱德新一代科技基金 A2","SPCQ":"2倍做空SpaceX ETF-Defiance","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","UDN":"做空美元指数-PowerShares","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","DXYZ":"Destiny Tech100 Inc","WSPC":"WisdomTree Space 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只值10至30美元】纽约大学教授兼科技分析师、《纽约时报》的畅销书作者斯科特·加洛韦最新表示，SpaceX的股票交易价格远高于其应有的价格，即使从峰值大幅下跌，也未能使其成为一项有吸引力的投资。他在周一发布的播客节目中表示，SpaceX的股票价值在10美元到30美元之间。截至周二美股收盘，该股收跌1.98%，报143.34美元。加洛韦认为， SpaceX的估值部分是由异常有利的市场机制推动的。最初，SpaceX仅有约4%至5%的股票可供公开交易，供应有限。他还表示，SpaceX被纳入纳斯达克100指数也刺激了追踪该指数的基金的需求。他还质疑投资者是否应该将SpaceX主要视为一家火箭和卫星公司。SpaceX上市不到两周，就发行了250亿美元的债券，尽管该公司此前披露的现金及现金等价物高达1008亿美元。该公司表示，募集资金将主要用于偿还一笔过渡贷款。加洛韦表示，此次债券发行表明投资者正在押注与SpaceX发射业务相关的AI基础设施，而未来的扩张将越来越依赖于借贷。","news_type":1,"symbols_score_info":{"ORBX":0.6,"SPCG":0.6,"UUP":1.5,"LOFF":0.6,"WSPC":0.6,"MARS":0.6,"UDN":1.5,"SPAX":0.6,"ELOL":0.6,"SPCH":0.6,"SPCX":1.5,"SPCM":0.6,"SNK":1.5,"WARP":0.6,"SPCF":0.6,"UFO":0.6,"SPCQ":0.6,"DXYZ":1.5,"SSPC":0.6,"SPCU":1.5,"SPAL":1.5,"XOVR":1.5,"LOFD":0.6}},"isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":952371457,"gmtCreate":1591883862879,"gmtModify":1704197429705,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"<a 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21:36","market":"hk","language":"zh","title":"异动解读｜AST SpaceMobile盘中下跌6.18%，SpaceX频谱收购引发竞争担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1165580713","media":"行情直击","summary":"10月9日，AST SpaceMobile盘中下跌6.18%，报53.44美元/股，成交额1.52亿美元。消息面上，SpaceX宣布从Grain Management收购覆盖全美的800MHz低频段频谱牌照，FCC已批准该交易，此举标志着SpaceX正式进军手机运营商市场，引发市场对卫星直连手机领域竞争格局恶化的担忧。SpaceX此次获批低频段频谱进一步加剧了市场对AST SpaceMobile商业模式长期盈利能力的疑虑。AST SpaceMobile是一家卫星设计师和制造商，正在建设可由标准智能手机接入的天基蜂窝宽带网络。","content":"<p><p>10月9日，AST SpaceMobile盘中下跌6.18%，报53.44美元/股，成交额1.52亿美元。</p><p>消息面上，SpaceX宣布从Grain Management收购覆盖全美的800MHz低频段频谱牌照，FCC已批准该交易，此举标志着SpaceX正式进军手机运营商市场，引发市场对卫星直连手机领域竞争格局恶化的担忧。</p><p>此前B. Riley已将AST SpaceMobile评级从买入下调至中性，目标价由85美元下调至65美元，核心担忧在于多租户卫星网络竞争对手对定价权与ARPU的挤压风险。SpaceX此次获批低频段频谱进一步加剧了市场对AST SpaceMobile商业模式长期盈利能力的疑虑。</p><p>AST SpaceMobile是一家卫星设计师和制造商，正在建设可由标准智能手机接入的天基蜂窝宽带网络。</p></p>","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｜AST SpaceMobile盘中下跌6.18%，SpaceX频谱收购引发竞争担忧</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异动解读｜AST SpaceMobile盘中下跌6.18%，SpaceX频谱收购引发竞争担忧\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\">2026-10-09 21:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>10月9日，AST SpaceMobile盘中下跌6.18%，报53.44美元/股，成交额1.52亿美元。</p><p>消息面上，SpaceX宣布从Grain Management收购覆盖全美的800MHz低频段频谱牌照，FCC已批准该交易，此举标志着SpaceX正式进军手机运营商市场，引发市场对卫星直连手机领域竞争格局恶化的担忧。</p><p>此前B. Riley已将AST SpaceMobile评级从买入下调至中性，目标价由85美元下调至65美元，核心担忧在于多租户卫星网络竞争对手对定价权与ARPU的挤压风险。SpaceX此次获批低频段频谱进一步加剧了市场对AST SpaceMobile商业模式长期盈利能力的疑虑。</p><p>AST SpaceMobile是一家卫星设计师和制造商，正在建设可由标准智能手机接入的天基蜂窝宽带网络。</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASTS":"AST SpaceMobile, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165580713","content_text":"10月9日，AST SpaceMobile盘中下跌6.18%，报53.44美元/股，成交额1.52亿美元。消息面上，SpaceX宣布从Grain Management收购覆盖全美的800MHz低频段频谱牌照，FCC已批准该交易，此举标志着SpaceX正式进军手机运营商市场，引发市场对卫星直连手机领域竞争格局恶化的担忧。此前B. Riley已将AST SpaceMobile评级从买入下调至中性，目标价由85美元下调至65美元，核心担忧在于多租户卫星网络竞争对手对定价权与ARPU的挤压风险。SpaceX此次获批低频段频谱进一步加剧了市场对AST SpaceMobile商业模式长期盈利能力的疑虑。AST SpaceMobile是一家卫星设计师和制造商，正在建设可由标准智能手机接入的天基蜂窝宽带网络。","news_type":1,"symbols_score_info":{"ASTS":1}},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616186752344200,"gmtCreate":1791455477383,"gmtModify":1791455479114,"author":{"id":"3548551468681654","authorId":"3548551468681654","name":"秦少.","avatar":"https://static.tigerbbs.com/629b521eebfe17d79532223668fe239d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548551468681654","authorIdStr":"3548551468681654"},"themes":[],"title":"","htmlText":"做空","listText":"做空","text":"做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616186752344200","repostId":"2673041834","repostType":2,"repost":{"id":"2673041834","kind":"news","pubTimestamp":1791421695,"share":"https://www.laohunote.com/m/news/2673041834?lang=zh_CN&edition=full","pubTime":"2026-10-08 09:08","market":"us","language":"zh","title":"美股盘后速递：三大股指期货全线上涨；存储概念股多数上涨，SK海力士、美光科技、闪迪、西部数据齐涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2673041834","media":"经纬科创","summary":"北京时间8日，美股盘后，三大股指期货全线上涨，存储概念股多数上涨。截至发稿，道指期货涨0.03%，纳指期货涨0.15%，标普500指数期货涨0.05%。美国科技七巨头盘后多数上涨，苹果跌0.04%，亚马逊涨0.11%，Meta涨0.26%，微软涨0.03%，英伟达涨0.1%，特斯拉涨0.08%，谷歌持平。","content":"<div>\n<p>北京时间8日，美股盘后，三大股指期货全线上涨，存储概念股多数上涨。　　截至发稿，道指期货涨0.03%，纳指期货涨0.15%，标普500指数期货涨0.05%。　　美国科技七巨头盘后多数上涨，苹果跌0.04%，亚马逊涨0.11%，Meta涨0.26%，微软涨0.03%，英伟达涨0.1%，特斯拉涨0.08%，谷歌持平。　　存储概念股盘后多数上涨，SK海力士涨0.88%，美光科技涨0.42%，闪迪涨...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202610083889077588.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","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>美股盘后速递：三大股指期货全线上涨；存储概念股多数上涨，SK海力士、美光科技、闪迪、西部数据齐涨</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; 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href=http://finance.eastmoney.com/a/202610083889077588.html><strong>经纬科创</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间8日，美股盘后，三大股指期货全线上涨，存储概念股多数上涨。　　截至发稿，道指期货涨0.03%，纳指期货涨0.15%，标普500指数期货涨0.05%。　　美国科技七巨头盘后多数上涨，苹果跌0.04%，亚马逊涨0.11%，Meta涨0.26%，微软涨0.03%，英伟达涨0.1%，特斯拉涨0.08%，谷歌持平。　　存储概念股盘后多数上涨，SK海力士涨0.88%，美光科技涨0.42%，闪迪涨...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202610083889077588.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) 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