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别人家的老公

别人家的老公

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IP属地：山西

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别人家的老公

09-11

$Quantumscape Corp.(QS)$ 为啥我卖了就涨呀洗死我了我这个韭菜啥时候能赚钱啊[流泪] [流泪] [流泪] [流泪]

别人家的老公

08-07

又退不了市怕什么急个毛毛

“苏妈”喊话稳信心：对AMD芯片需求强劲，看到非常积极的增长迹象

别人家的老公

08-06

$美国超微公司(AMD)$ 这样跌我可真就不卖了有本事就退市去吧 [疑问]

别人家的老公

07-30

$美国超微公司(AMD)$ 冲呀今晚干破187 下周冲200

别人家的老公

07-21

$俄铝(00486)$ 咋回事今天这么大量

别人家的老公

07-21

$华新水泥(06655)$ 这些天才真的是啥都炒这种级别的工程水泥会从外地往那拉？

别人家的老公

07-17

$小米集团-W(01810)$ 要完犊子了嘛天天跌[开心]

别人家的老公

07-04

定低了跌股价定高了没销量

异动解读 | 小鹏汽车股价大跌5%，G7定价低于预期引发市场担忧

别人家的老公

06-27

$小米集团-W(01810)$ 大聪明跑的差不多了吧该涨了

别人家的老公

06-27

$小米集团-W(01810)$ 小散户又开始卖了 [开心]

别人家的老公

06-25

IPO定价不高纯是认购人员智商不行

抱歉，原内容已删除

别人家的老公

06-12

$小米集团-W(01810)$ 这么小量能跌动

别人家的老公

06-02

$小米集团-W(01810)$ 舒服了终于红了

别人家的老公

05-29

$小米集团-W(01810)$ 怎么回事怎么好业绩跌[呆住]

别人家的老公

05-19

$小米集团-W(01810)$ 看不懂又跌

别人家的老公

05-09

投诉确定排名的呀？

新能源汽车质量排行榜小米SU7垫底？官方暂未回应

别人家的老公

04-23

为什么非要装逼弄个万单位直接说乐道买了八百辆不就好了怎么不把单位弄成亿

别人家的老公

03-19

$小米集团-W(01810)$ 涨涨涨拉爆空头

别人家的老公

03-18

$小米集团-W(01810)$ 冲鸭..... 今天冲59 明天65

去老虎APP查看更多动态

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[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477550823666384","isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465065605910696,"gmtCreate":1754566295942,"gmtModify":1754566297702,"author":{"id":"3552640605650543","authorId":"3552640605650543","name":"别人家的老公","avatar":"https://static.tigerbbs.com/1fc21e34aac8b2980c3319e6dc498e60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552640605650543","authorIdStr":"3552640605650543"},"themes":[],"htmlText":"又退不了市 &nbsp;怕什么 急个毛毛","listText":"又退不了市 &nbsp;怕什么 急个毛毛","text":"又退不了市 怕什么 急个毛毛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465065605910696","repostId":"2557477538","repostType":2,"repost":{"id":"2557477538","kind":"news","pubTimestamp":1754540468,"share":"https://www.laohu8.com/m/news/2557477538?lang=&edition=full","pubTime":"2025-08-07 12:21","market":"us","language":"zh","title":"“苏妈”喊话稳信心：对AMD芯片需求强劲，看到非常积极的增长迹象","url":"https://stock-news.laohu8.com/highlight/detail?id=2557477538","media":"智通财经","summary":"应关注公司在所有市场的基本面强劲增长。","content":"<html><head></head><body><p>PC与数据中心芯片领域领军者<a href=\"https://laohu8.com/S/AMD\">AMD</a>的首席执行官苏姿丰表示，在AMD旗下所有产品的需求方面都看到了非常积极的增长迹象，全球许多市场对于AMD AI芯片需求强劲，并且正在加速推进获得美国政府批准以重返中国市场的进程。在AMD公布略不及盈利预期的第二季度财报后，苏姿丰此番积极言论可谓提振投资者信心。</p><p>最新公布的第二季度财报显示，AMD第二季度营收同比增长32%至77亿美元，高于分析师预期的74.3亿美元，但经调整后每股收益为0.48美元同比下降30%，低于市场预期的0.49美元。其中，数据中心业务营收增长14%至32亿美元，略低于市场预期的32.5亿美元，相比之下，竞争对手<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>第一财季显示，其数据中心业务激增73%至391.1亿美元，得益于企业争相采购其旗舰产品——Blackwell架构芯片产品与NVL机柜集群。</p><p>AMD业绩展望则超越普遍预期，AMD预计第三季度营收约87亿美元，上下浮动3亿美元，最新的业绩预测中值高于华尔街平均预期的83.7亿美元。但公司特别说明，该预测未包含其AI芯片MI308对华出口营收，因相关许可申请尚待美国政府审批。上月，特朗普政府撤销了4月实施的芯片对华出口禁令，令市场预期AMD与竞争对手英伟达即将恢复销售。</p><p>被AMD粉丝们亲切称为“苏妈”的苏姿丰周三在接受媒体采访时强调，投资者们不应被该公司应对中国出口限制的短期复杂局面分散注意力，而应关注公司在所有市场的基本面强劲增长。周三，由于投资者们普遍担忧AMD在中国市场定制版AI芯片的审批与需求形势，该公司股价一度下跌近10%。</p><p>“在过去90天里，我们看到全球许多市场对高性能计算硬件需求方面出现了许多积极信号，AI加速器芯片的需求仍然如此庞大。”她周三在Bloomberg Tech节目中表示。谈到恢复对中国出口AI芯片的审批进展时，苏姿丰表示：“我们有多项重要许可证正在审核中，并且得到的反馈是它们正在顺利推进。”</p><p><strong>2028年AI芯片市场规模有望超5000亿美元</strong></p><p>有关中国的担忧掩盖了AMD周二晚间发布的总体乐观的业绩展望。当时公司给出的业绩预测超出分析师预期，AMD正在看到对用于开发和运行人工智能大模型的 AI 加速器芯片的需求激增。</p><p>苏姿丰表示，这一市场将在今年下半年推动该公司业绩强劲增长，并重申了她的乐观预测，即在未来“一两年”内，该业务将带来数百亿美元的新创收规模。苏姿丰继续预测到2028年全球AI芯片市场规模将超过5000亿美元，意味着未来三年复合增速有望高达60%。</p><p>中东可能将是未来几年AMD AI芯片的最大营收增量之一。根据5月份沙特阿拉伯人工智能公司Humain与AMD达成的合作框架，Humain将负责数据中心、可持续能源系统以及全球光纤连接的开发，而AMD将提供芯片和软件。双方表示，这一合作将建设起从沙特阿拉伯延伸到美国的数据中心网络，该大型项目预计耗资100亿美元。</p><p>美东时间6月12日周四举行的Advancing AI 2025大会上，AMD重磅发布专为 极度复杂其处理规模庞大的AI训练/推理 工作负载打造的全新MI350系列AI GPU：MI350X 和 MI355X，称新款加速器的性能比上一代 MI300X 提升3倍，瞄准英伟达的Blackwell架构产品线发起冲击。两款新品在技术规格上展现了AMD挑战英伟达最先进AI芯片——Blackwell架构AI芯片的雄心壮志。</p><p>性能对比基准测试结果显示，AMD MI355X的HBM3E存储容量是英伟达GB200/B200 AI GPU的1.5倍，在峰值FP64/FP32性能上，MI355X拥有约2倍优势。AI工程师聚焦的推理吞吐方面，基于Llama-3 405B 推理，MI355X(FP4)相对Blackwell B200提升30% Token/s /$，对比GB200仍可打平。AMD声称，在某些特定的高参数AI训练工作负载中，最高领先1.13倍。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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AI芯片需求强劲，并且正在加速推进获得美国政府批准以重返中国市场的进程。在AMD公布略不及盈利预期的第二季度财报后，苏姿丰此番积极言论可谓提振投资者信心。最新公布的第二季度财报显示，AMD第二季度营收同比增长32%至77亿美元，高于分析师预期的74.3亿美元，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1326701.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2d72df1bd724a907b81bcc0f9dfdca62","relate_stocks":{"AMD":"美国超微公司"},"source_url":"http://www.zhitongcaijing.com/content/detail/1326701.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2557477538","content_text":"PC与数据中心芯片领域领军者AMD的首席执行官苏姿丰表示，在AMD旗下所有产品的需求方面都看到了非常积极的增长迹象，全球许多市场对于AMD AI芯片需求强劲，并且正在加速推进获得美国政府批准以重返中国市场的进程。在AMD公布略不及盈利预期的第二季度财报后，苏姿丰此番积极言论可谓提振投资者信心。最新公布的第二季度财报显示，AMD第二季度营收同比增长32%至77亿美元，高于分析师预期的74.3亿美元，但经调整后每股收益为0.48美元同比下降30%，低于市场预期的0.49美元。其中，数据中心业务营收增长14%至32亿美元，略低于市场预期的32.5亿美元，相比之下，竞争对手英伟达第一财季显示，其数据中心业务激增73%至391.1亿美元，得益于企业争相采购其旗舰产品——Blackwell架构芯片产品与NVL机柜集群。AMD业绩展望则超越普遍预期，AMD预计第三季度营收约87亿美元，上下浮动3亿美元，最新的业绩预测中值高于华尔街平均预期的83.7亿美元。但公司特别说明，该预测未包含其AI芯片MI308对华出口营收，因相关许可申请尚待美国政府审批。上月，特朗普政府撤销了4月实施的芯片对华出口禁令，令市场预期AMD与竞争对手英伟达即将恢复销售。被AMD粉丝们亲切称为“苏妈”的苏姿丰周三在接受媒体采访时强调，投资者们不应被该公司应对中国出口限制的短期复杂局面分散注意力，而应关注公司在所有市场的基本面强劲增长。周三，由于投资者们普遍担忧AMD在中国市场定制版AI芯片的审批与需求形势，该公司股价一度下跌近10%。“在过去90天里，我们看到全球许多市场对高性能计算硬件需求方面出现了许多积极信号，AI加速器芯片的需求仍然如此庞大。”她周三在Bloomberg Tech节目中表示。谈到恢复对中国出口AI芯片的审批进展时，苏姿丰表示：“我们有多项重要许可证正在审核中，并且得到的反馈是它们正在顺利推进。”2028年AI芯片市场规模有望超5000亿美元有关中国的担忧掩盖了AMD周二晚间发布的总体乐观的业绩展望。当时公司给出的业绩预测超出分析师预期，AMD正在看到对用于开发和运行人工智能大模型的 AI 加速器芯片的需求激增。苏姿丰表示，这一市场将在今年下半年推动该公司业绩强劲增长，并重申了她的乐观预测，即在未来“一两年”内，该业务将带来数百亿美元的新创收规模。苏姿丰继续预测到2028年全球AI芯片市场规模将超过5000亿美元，意味着未来三年复合增速有望高达60%。中东可能将是未来几年AMD 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src=\"https://fid-75186.picgzc.qpic.cn/20250509073238365d163j06spuptm7x\"/><p>来源自中国汽车质量网</p><p>记者注意到，中国汽车质量网是国家市场监督管理总局主管、中国质量报刊社主办的国内首家官方汽车质量投诉平台，全国汽车产品缺陷线索监测协作网的发起单位。</p><p>本次发布的汽车质量榜单按照车型尺寸及动力类型等多个维度进行细分排名，排名“综合各车型的投诉故障、缺陷风险、可靠性、安全性、环保性五个维度，并参考权威调研机构的评测数据，以客观、公正、公平的原则”，评出的结果中，小米SU7在新能源中大型及大型车质量排行（纯电车型）榜单中以239分排名末位，同一榜单中，广汽昊铂GT排名第一。</p><p>截至目前，针对此次争议事件，小米官方尚未作出正式回应。而公开数据显示，4月份，小米SU7共计交付超28000台，今年前4个月累计销量突破10万辆，小米的第二款车型YU7，预计将于今年6月或7月上市。</p><p>记者 李金珊</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>新能源汽车质量排行榜小米SU7垫底？官方暂未回应</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新能源汽车质量排行榜小米SU7垫底？官方暂未回应\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-09 07:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050907323994f100a4&s=b><strong>海报新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，中国汽车质量网发布的一份新能源汽车质量榜单引起了广泛关注。在该榜单上，小米旗下的首款电动汽车SU7的质量评分在“2025年第一季度新能源中大型及大型车质量排行（纯电车型）”榜单中排名垫底，这一结果不仅让不少消费者感到意外。截至目前，小米官方尚未对此榜单作出正式回应。来源自中国汽车质量网记者注意到，中国汽车质量网是国家市场监督管理总局主管、中国质量报刊社主办的国内首家官方汽车质量投诉平台，全国...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050907323994f100a4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","HXXD.SI":"Xiaomi HK SDR 2to1","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU1720050803.USD":"安联全方位中国股票基金","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","SG9999003461.SGD":"United Asia Pacific Infrastructure 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href=\"https://laohu8.com/S/GME\">游戏驿站</a>的上限扩大至500股。</p><p><img src=\"https://static.tigerbbs.com/ca320eaa3c437cf79b6d9e6e076ffd9a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/578c6b240fab320a99896f5f0b5993bd\" tg-width=\"840\" tg-height=\"470\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/22400fab07c80ba4d83ecce4adcf464f","relate_stocks":{"AMC":"AMC院线","GME":"游戏驿站"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157559595","content_text":"美国在线券商Robinhood将购买AMC股票的上限扩大至5500股，将购买游戏驿站的上限扩大至500股。","news_type":1,"symbols_score_info":{"AMC":0.9,"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":2629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450399119114280,"gmtCreate":1750989287373,"gmtModify":1750989288372,"author":{"id":"3552640605650543","authorId":"3552640605650543","name":"别人家的老公","avatar":"https://static.tigerbbs.com/1fc21e34aac8b2980c3319e6dc498e60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552640605650543","authorIdStr":"3552640605650543"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 大聪明跑的差不多了吧 &nbsp;该涨了","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 大聪明跑的差不多了吧 &nbsp;该涨了","text":"$小米集团-W(01810)$ 大聪明跑的差不多了吧 该涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/450399119114280","isVote":1,"tweetType":1,"viewCount":1495,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3584622690704017","authorId":"3584622690704017","name":"随便起一个名称","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3584622690704017","authorIdStr":"3584622690704017"},"content":"是的，我就是那个大聪明 [流泪]","text":"是的，我就是那个大聪明 [流泪]","html":"是的，我就是那个大聪明 [流泪]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314088543,"gmtCreate":1612280279782,"gmtModify":1703759901417,"author":{"id":"3552640605650543","authorId":"3552640605650543","name":"别人家的老公","avatar":"https://static.tigerbbs.com/1fc21e34aac8b2980c3319e6dc498e60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552640605650543","authorIdStr":"3552640605650543"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>天天晚上这样。有人做空吗。小心被散户割死你","listText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>天天晚上这样。有人做空吗。小心被散户割死你","text":"$Tilray Inc.(TLRY)$天天晚上这样。有人做空吗。小心被散户割死你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/314088543","isVote":1,"tweetType":1,"viewCount":3881,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549021964342387","authorId":"3549021964342387","name":"污妖王叔","avatar":"https://static.tigerbbs.com/7993e55d4b4e05f4e8d760a39060b7f6","crmLevel":1,"crmLevelSwitch":0,"idStr":"3549021964342387","authorIdStr":"3549021964342387"},"content":"19-21 Call 这个礼拜期权随便买 天天都这样","text":"19-21 Call 这个礼拜期权随便买 天天都这样","html":"19-21 Call 这个礼拜期权随便买 天天都这样"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":942991086,"gmtCreate":1596033658745,"gmtModify":1704210724125,"author":{"id":"3552640605650543","authorId":"3552640605650543","name":"别人家的老公","avatar":"https://static.tigerbbs.com/1fc21e34aac8b2980c3319e6dc498e60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552640605650543","authorIdStr":"3552640605650543"},"themes":[],"htmlText":"真是个大疯票。两夜25倍。绝了","listText":"真是个大疯票。两夜25倍。绝了","text":"真是个大疯票。两夜25倍。绝了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/942991086","repostId":"1117550885","repostType":2,"isVote":1,"tweetType":1,"viewCount":1469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954084472,"gmtCreate":1592578888796,"gmtModify":1704199852801,"author":{"id":"3552640605650543","authorId":"3552640605650543","name":"别人家的老公","avatar":"https://static.tigerbbs.com/1fc21e34aac8b2980c3319e6dc498e60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552640605650543","authorIdStr":"3552640605650543"},"themes":[],"htmlText":"这么不看好赶紧梭哈三倍做空去啊。","listText":"这么不看好赶紧梭哈三倍做空去啊。","text":"这么不看好赶紧梭哈三倍做空去啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/954084472","repostId":"1147841401","repostType":4,"repost":{"id":"1147841401","kind":"news","pubTimestamp":1592573325,"share":"https://www.laohu8.com/m/news/1147841401?lang=&edition=full","pubTime":"2020-06-19 21:28","market":"us","language":"zh","title":"末日博士鲁比尼：美股自欺欺人，V型复苏只是错觉","url":"https://stock-news.laohu8.com/highlight/detail?id=1147841401","media":"腾讯美股","summary":"无论对于美国还是欧洲经济而言，这个漫长而又炎热的夏季注定难熬。","content":"<p>鲁比尼（Nouriel Roubini）是全球最具知名度的经济学家之一。十多年前，这位纽约大学教授是少数准确预测到房地产泡沫破灭和之后金融危机的人之一，而十多年后，他也是早早就警告说，新冠病毒疫情将造成极为严重的经济后果。</p><p><img src=\"https://static.tigerbbs.com/1399f2a25498b1f193bd0557d517404d\" tg-width=\"554\" tg-height=\"311\"></p><p>当下，各国股市，尤其是美国股市的投资者，似乎已经将他的警告抛到了脑后。在全球经济V型复苏的预期支撑下，美股现在已经恢复到与年初大致相当的水平。然而，在最新一期《明镜》周刊的访谈当中，鲁比尼再度发出了警告，指出这种预期根本就是站不住脚的。事实就是，无论对于美国还是欧洲经济而言，这个漫长而又炎热的夏季注定难熬。</p><p>以下即鲁比尼的访谈全文</p><p><b>问：</b>现在，新冠病毒疫情已经重创了全球经济，数以百万计的人失去了自己的工作。这场危机的严重程度已经可以和1930年代大萧条相提并论了吗？</p><p><img src=\"https://static.tigerbbs.com/4058ebed3ef6c29be7de65c08686d1d9\" tg-width=\"554\" tg-height=\"311\"></p><p><b>答：</b>今天的崩溃局面甚至要比那时更加严重。当初从1929年开始，危机彻底显现出来其实是耗费了若干年的时间，然而今天，一切简直像是列车失事的慢动作播放。现在，全球经济几周之内就宣告崩溃，单单在美国，就有超过4000万人失业。许多人都相信，经济将迅速卷土重来，但这其实是一种谬误。</p><p><b>问：</b>这就是说，虽然有规模惊人的刺激计划的出台，但是你并不相信所谓V型复苏的预测。可是，5月间，就新增了250万就业机会。</p><p><b>答：</b>当然，我们在今年下半年是可能看到某种程度的反弹的。只不过，那不会是真正的反弹，而只会是一种错觉。经济的下滑是如此陡峭，因此到了某个节点有所反弹，其实是必然的事情。只是，这样的变化根本不足以抵消之前巨大的崩溃。即便到了2021年的年底，美国经济预计将仍然不及2020年年初的水平，毕竟太多东西都分崩离析了。到那时，失业率预计将依然居于16%或者17%的样子——要知道，在上次金融危机期间，失业率也不过只有10%。5月间固然新增了240万非农支薪人口，但是在之前的几个月当中，已经有足足4200万人丢掉了工作。真实失业率其实要比官方数字显示的高得多。</p><p><img src=\"https://static.tigerbbs.com/8d2ecd4640058272c12cea58a62ce9f6\" tg-width=\"554\" tg-height=\"369\"></p><p><b>问：</b>股市显然不是像你这样看待眼前局面的，股价现在已经基本涨到了和今年年初相当的高度。</p><p><b>答：</b>股市是在自欺欺人。投资者押注，赌的是还会有进一步的大规模经济政策出台，赌的是企业利润实现V型复苏。可是，对于当前的美国而言，股市已经变成了某种没有意义的存在。</p><p><b>问：</b>美国人从什么开始变得不再在意股市的？</p><p><b>答：</b>在华尔街，调子是由大企业的股票来定的，尤其是银行和科技板块。这个国家不可能允许大银行和大科技公司完蛋，所以他们肯定会平安度过危机。当然，他们也会被迫裁员，削减成本，但是到最后，他们手中的市场权力将变得比过去更为强大。可是，在所谓“主街”，也就是中小企业这边，就没有那么好的运气了。这些企业正在走向破产。我估计，平均每一秒钟，纽约城就有一家餐厅关张，但是麦当劳肯定能够活下来。当然，问题还不仅限于此。</p><p><img src=\"https://static.tigerbbs.com/ef22024077f65b561fa3266e022e9a74\" tg-width=\"554\" tg-height=\"369\"></p><p><b>问：</b>还有呢？</p><p><b>答：</b>最富有的10%美国人掌握着80%的股市财富，而75%的美国人手中没有任何股票。美联储的调查研究还发现，40%的美国人在紧急状况下连400美元都拿不出来。我们现在正在经历紧急状况。整个系统已经生病了，现在那么多人走上街头，本质上也是因为这个。</p><p><b>问：</b>你的意思是说，现在的反种族主义抗议活动，是有着社会因素背景的？</p><p><b>答：</b>当然！我居住在下曼哈顿的包厘街，在这里，四分之三的示威者都是白人。他们许多人都很年轻，属于所谓城市“不稳定无产者”。在发达国家当中，这个人群已经取代了“无产阶级”，即过去的体力劳动者，成为了新的底层。他们虽然往往也有大学学历，但是从事的往往都是临时工、短工、小时工、零工和独立合同人这样的工作。这些人不属于标准的全职就业者，足足三个月都没有接受到国家层面的财富转移了。现在，他们连房租和话费都交不起了，至于水电，很多人都已经被断掉了。他们正在走入一个漫长而炎热的夏季。</p><p><img src=\"https://static.tigerbbs.com/eda40fe87c38f8555123c6d15a0808ab\" tg-width=\"554\" tg-height=\"390\"></p><p><b>问：</b>这是否意味着，特朗普连任成功的概率将会大幅度降低？</p><p><b>答：</b>完全正确。不过，拜登必须以非常大的优势胜出，才能确保特朗普乖乖认输。不过，我认为这一幕不大可能成为现实。更加可能的两种局面是：一，特朗普虽然在白人劳工群体当中的支持率有所降低，但他还是能够以最小的优势保住白宫的办公室；二，特朗普以很小的劣势落败，但是他拒绝接受这一结果。</p><p><b>问：</b>你的意思是说，他会设置种种障碍，阻止拜登接收白宫？</p><p><b>答：</b>当然如此。只是，特朗普不会像当年的戈尔那样，在一些地区选票极为接近的情况下诉诸最高法院，要求重新计票。相反，他会指责其他的国家，指责黑人或者移民，像那些“香蕉共和国”的独裁者一样。他会号召自己的支持者武装起来——荷枪实弹的白人法西斯分子，美国已经颇有不少了。他事实上经常提醒自己的支持者，宪法第二修正案允许美国人拥枪。</p><p><img src=\"https://static.tigerbbs.com/b0bf78b90c7bf840c3b68177b3344a64\" tg-width=\"554\" tg-height=\"355\"></p><p><b>问：</b>那种场景就实在太可怕了。特朗普恐怕也会把经济问题的锅甩到美联储头上。他现在就希望美联储进一步降低利率。</p><p><b>答：</b>美联储现在其实已经做了太多本不该做或不必做的事情。他们向市场注入海量的流动性，拯救了银行、金融投资者、对冲基金、资产经理人。在短期内，为了避免发生通货紧缩，这样做还无可厚非。可是，现在美国的债务水平是如此之高，以至于如果利率不是超低，政府和企业就无法进行再融资。为了确保不出麻烦，美联储大量购买债券，推高后者的价格，以打压利率。长期角度看来，问题就在于，美联储的这种操作是无法退出的。现在，美联储和全球各大其他央行都是处在完全相同的困境当中。</p><p><b>问：</b>你是否在说，央行们已经丧失掉了独立性？</p><p><b>答：</b>显而易见。看吧，2018年12月时，美联储主席鲍威尔宣布他将要提高利率，同时停止购债，以缩减资产负债表规模。结果就是，股市应声大跌20%。鲍威尔被迫迅速改弦更张，而现在，美联储资产负债表的规模已经两倍于当时。长期角度说来，这一切最终必将导致通货膨胀抬头。</p><p><img src=\"https://static.tigerbbs.com/9542b9088daedcb68200aab3795fe429\" tg-width=\"554\" tg-height=\"369\"></p><p><b>问：</b>在如此众多的人群失业，经济并没有真正开始增长的情况下，怎么可能会爆发通胀问题呢？</p><p><b>答：</b>因为我们将经历一场供应面的严重打击。听起来，这说法似乎有点过于技术性了，但是解释起来并不复杂。</p><p><b>问：</b>请继续讲一下。</p><p><b>答：</b>多年以来，全球化一直强力压制着劳动力和生产成本，哪怕是只看印度和中国拥有25亿廉价劳动力这一事实，你就可以很容易明白这一点。可是，金融危机以来，全球化已经走过了其顶点，开始下行，而疫情的大爆发又加剧了这一趋势。我们正在目睹“再国家化”，目睹全球供应链的重置，目睹国际贸易局势再度走向紧张。</p><p><img src=\"https://static.tigerbbs.com/043a8e375acab9b11b384ec768525f8d\" tg-width=\"554\" tg-height=\"369\"></p><p><b>问：</b>因此你认为价格会全面上涨？</p><p><b>答：</b>我们可以拿5G技术做例子。与华为的技术相比，诺基亚和爱立信的价格要高30%，效率却要低20%。这也就意味着，一个国家出于某种理由要抵制华为的5G，那么，对于他们而言，各种终端产品的价格便会自动上涨。这些最终总会指向通货膨胀。</p><p><b>问：</b>可是，在那种情况下，利率难道不是就必须要提高了吗？</p><p><b>答：</b>教科书会给出肯定的回答，但是在现实中，这样的事情却不会发生。不然的话，各个国家和企业的预算和资产负债表就将被轰成粉碎。</p><p><img src=\"https://static.tigerbbs.com/d0bbc962de5574c1d553d1c9602c9476\" tg-width=\"554\" tg-height=\"311\"></p><p><b>问：</b>欧洲突然做出以债务货币化稳定经济的决定，你对他们这一做法的力度感到吃惊吗？</p><p><b>答：</b>一点都不吃惊。毕竟，一切都是为了确保欧元区的完整和继续存在。如果不采取这样的非常手段，那些外围国家，尤其是意大利，恐怕就要陷入崩溃，离开统一货币区。到那时才是真的完蛋了。</p><p><b>问：</b>德国和法国计划联手推出5000亿欧元的援助计划，而德国财政部长朔尔茨（Olaf Scholz）宣称，这意味着欧洲来到了“汉密尔顿时刻”。汉密尔顿（Alexander Hamilton）是美国首任财长，美国财政体系的奠基人。朔尔茨是否有点夸大其词了？</p><p><img src=\"https://static.tigerbbs.com/857fb87171ffe43774f52e2d10f97e8f\" tg-width=\"554\" tg-height=\"369\"></p><p><b>答：</b>当然，他是言过其实了。这个计划本身很好，很靠谱，但是说就此可以奠定欧洲联邦国家的基础就过分了，因为有两个关键的先决条件未能满足。首先是债务共同化——现在，意大利的债务依然只是意大利自家的。其次是一个相对于欧元区国内生产总值，达到足够规模的共同预算，比如占比20%到30%，而现在实际上只有2%。</p><p><b>问：</b>从德国的立场上看，德国政府这一次的决定已经称得起是革命性的了。</p><p><b>答：</b>你总不能对一切都说不！柏林如果总是一方面反对欧盟预算增长，反对欧洲央行扮演更重要的角色，一方面却对之前的努力始终无法取得进展感到吃惊，那可是不行的。这样下去，欧洲就完蛋了！好在，默克尔总理这次及时意识到了局面的危急程度。与此同时，她的支持率如此之高，又给了她推动一切通过的资本。事实上，我非常怀疑如果拖到默克尔的继任者，不管是谁成为政党领袖和总理，恐怕都不可能做到这一点了。</p><p><img src=\"https://static.tigerbbs.com/3b2f61f39d42796682896f9d8faf7e59\" tg-width=\"554\" tg-height=\"369\"></p><p><b>问：</b>不过，下一场危机现在已经隐隐出现在地平线上了——英国脱欧。英国人会再度要求延长过渡期吗？</p><p><b>答：</b>我经常会接触到英国下院的人们，而我的印象就是，他们显然是倾向于硬脱欧的。伦敦并不愿意接受一个类似欧盟与加拿大之间那样的自由贸易协定，英国政府其实是想要干干净净的一刀两断。当然，这有点疯狂。到那时，货车会在海关排起大队，欧洲股市会暴跌，英国经济和欧元区经济都会遭到重创，差别只是程度而已。</p><p><b>问：</b>是否还有什么能够让你看到希望的地方？</p><p><b>答：</b>说到这个，我可需要好好想一想。面对疫情和其后续影响，各国政府的反应速度和力度还是可圈可点的。可是，除此之外呢？我很是担心到最后，2020年代将带着厄运和灾难的标签被载入史册。也许在这个十年结束之后，全球经济将拥有更好的可持续性。可是现在，眼前全是阴云密布。</p>","source":"txmg","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>末日博士鲁比尼：美股自欺欺人，V型复苏只是错觉</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; 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}\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末日博士鲁比尼：美股自欺欺人，V型复苏只是错觉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-06-19 21:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://new.qq.com/omn/20200615/20200615A0SG7G00.html><strong>腾讯美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>鲁比尼（Nouriel Roubini）是全球最具知名度的经济学家之一。十多年前，这位纽约大学教授是少数准确预测到房地产泡沫破灭和之后金融危机的人之一，而十多年后，他也是早早就警告说，新冠病毒疫情将造成极为严重的经济后果。当下，各国股市，尤其是美国股市的投资者，似乎已经将他的警告抛到了脑后。在全球经济V型复苏的预期支撑下，美股现在已经恢复到与年初大致相当的水平。然而，在最新一期《明镜》周刊的访谈...</p>\n\n<a href=\"https://new.qq.com/omn/20200615/20200615A0SG7G00.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4058ebed3ef6c29be7de65c08686d1d9","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://new.qq.com/omn/20200615/20200615A0SG7G00.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147841401","content_text":"鲁比尼（Nouriel Roubini）是全球最具知名度的经济学家之一。十多年前，这位纽约大学教授是少数准确预测到房地产泡沫破灭和之后金融危机的人之一，而十多年后，他也是早早就警告说，新冠病毒疫情将造成极为严重的经济后果。当下，各国股市，尤其是美国股市的投资者，似乎已经将他的警告抛到了脑后。在全球经济V型复苏的预期支撑下，美股现在已经恢复到与年初大致相当的水平。然而，在最新一期《明镜》周刊的访谈当中，鲁比尼再度发出了警告，指出这种预期根本就是站不住脚的。事实就是，无论对于美国还是欧洲经济而言，这个漫长而又炎热的夏季注定难熬。以下即鲁比尼的访谈全文问：现在，新冠病毒疫情已经重创了全球经济，数以百万计的人失去了自己的工作。这场危机的严重程度已经可以和1930年代大萧条相提并论了吗？答：今天的崩溃局面甚至要比那时更加严重。当初从1929年开始，危机彻底显现出来其实是耗费了若干年的时间，然而今天，一切简直像是列车失事的慢动作播放。现在，全球经济几周之内就宣告崩溃，单单在美国，就有超过4000万人失业。许多人都相信，经济将迅速卷土重来，但这其实是一种谬误。问：这就是说，虽然有规模惊人的刺激计划的出台，但是你并不相信所谓V型复苏的预测。可是，5月间，就新增了250万就业机会。答：当然，我们在今年下半年是可能看到某种程度的反弹的。只不过，那不会是真正的反弹，而只会是一种错觉。经济的下滑是如此陡峭，因此到了某个节点有所反弹，其实是必然的事情。只是，这样的变化根本不足以抵消之前巨大的崩溃。即便到了2021年的年底，美国经济预计将仍然不及2020年年初的水平，毕竟太多东西都分崩离析了。到那时，失业率预计将依然居于16%或者17%的样子——要知道，在上次金融危机期间，失业率也不过只有10%。5月间固然新增了240万非农支薪人口，但是在之前的几个月当中，已经有足足4200万人丢掉了工作。真实失业率其实要比官方数字显示的高得多。问：股市显然不是像你这样看待眼前局面的，股价现在已经基本涨到了和今年年初相当的高度。答：股市是在自欺欺人。投资者押注，赌的是还会有进一步的大规模经济政策出台，赌的是企业利润实现V型复苏。可是，对于当前的美国而言，股市已经变成了某种没有意义的存在。问：美国人从什么开始变得不再在意股市的？答：在华尔街，调子是由大企业的股票来定的，尤其是银行和科技板块。这个国家不可能允许大银行和大科技公司完蛋，所以他们肯定会平安度过危机。当然，他们也会被迫裁员，削减成本，但是到最后，他们手中的市场权力将变得比过去更为强大。可是，在所谓“主街”，也就是中小企业这边，就没有那么好的运气了。这些企业正在走向破产。我估计，平均每一秒钟，纽约城就有一家餐厅关张，但是麦当劳肯定能够活下来。当然，问题还不仅限于此。问：还有呢？答：最富有的10%美国人掌握着80%的股市财富，而75%的美国人手中没有任何股票。美联储的调查研究还发现，40%的美国人在紧急状况下连400美元都拿不出来。我们现在正在经历紧急状况。整个系统已经生病了，现在那么多人走上街头，本质上也是因为这个。问：你的意思是说，现在的反种族主义抗议活动，是有着社会因素背景的？答：当然！我居住在下曼哈顿的包厘街，在这里，四分之三的示威者都是白人。他们许多人都很年轻，属于所谓城市“不稳定无产者”。在发达国家当中，这个人群已经取代了“无产阶级”，即过去的体力劳动者，成为了新的底层。他们虽然往往也有大学学历，但是从事的往往都是临时工、短工、小时工、零工和独立合同人这样的工作。这些人不属于标准的全职就业者，足足三个月都没有接受到国家层面的财富转移了。现在，他们连房租和话费都交不起了，至于水电，很多人都已经被断掉了。他们正在走入一个漫长而炎热的夏季。问：这是否意味着，特朗普连任成功的概率将会大幅度降低？答：完全正确。不过，拜登必须以非常大的优势胜出，才能确保特朗普乖乖认输。不过，我认为这一幕不大可能成为现实。更加可能的两种局面是：一，特朗普虽然在白人劳工群体当中的支持率有所降低，但他还是能够以最小的优势保住白宫的办公室；二，特朗普以很小的劣势落败，但是他拒绝接受这一结果。问：你的意思是说，他会设置种种障碍，阻止拜登接收白宫？答：当然如此。只是，特朗普不会像当年的戈尔那样，在一些地区选票极为接近的情况下诉诸最高法院，要求重新计票。相反，他会指责其他的国家，指责黑人或者移民，像那些“香蕉共和国”的独裁者一样。他会号召自己的支持者武装起来——荷枪实弹的白人法西斯分子，美国已经颇有不少了。他事实上经常提醒自己的支持者，宪法第二修正案允许美国人拥枪。问：那种场景就实在太可怕了。特朗普恐怕也会把经济问题的锅甩到美联储头上。他现在就希望美联储进一步降低利率。答：美联储现在其实已经做了太多本不该做或不必做的事情。他们向市场注入海量的流动性，拯救了银行、金融投资者、对冲基金、资产经理人。在短期内，为了避免发生通货紧缩，这样做还无可厚非。可是，现在美国的债务水平是如此之高，以至于如果利率不是超低，政府和企业就无法进行再融资。为了确保不出麻烦，美联储大量购买债券，推高后者的价格，以打压利率。长期角度看来，问题就在于，美联储的这种操作是无法退出的。现在，美联储和全球各大其他央行都是处在完全相同的困境当中。问：你是否在说，央行们已经丧失掉了独立性？答：显而易见。看吧，2018年12月时，美联储主席鲍威尔宣布他将要提高利率，同时停止购债，以缩减资产负债表规模。结果就是，股市应声大跌20%。鲍威尔被迫迅速改弦更张，而现在，美联储资产负债表的规模已经两倍于当时。长期角度说来，这一切最终必将导致通货膨胀抬头。问：在如此众多的人群失业，经济并没有真正开始增长的情况下，怎么可能会爆发通胀问题呢？答：因为我们将经历一场供应面的严重打击。听起来，这说法似乎有点过于技术性了，但是解释起来并不复杂。问：请继续讲一下。答：多年以来，全球化一直强力压制着劳动力和生产成本，哪怕是只看印度和中国拥有25亿廉价劳动力这一事实，你就可以很容易明白这一点。可是，金融危机以来，全球化已经走过了其顶点，开始下行，而疫情的大爆发又加剧了这一趋势。我们正在目睹“再国家化”，目睹全球供应链的重置，目睹国际贸易局势再度走向紧张。问：因此你认为价格会全面上涨？答：我们可以拿5G技术做例子。与华为的技术相比，诺基亚和爱立信的价格要高30%，效率却要低20%。这也就意味着，一个国家出于某种理由要抵制华为的5G，那么，对于他们而言，各种终端产品的价格便会自动上涨。这些最终总会指向通货膨胀。问：可是，在那种情况下，利率难道不是就必须要提高了吗？答：教科书会给出肯定的回答，但是在现实中，这样的事情却不会发生。不然的话，各个国家和企业的预算和资产负债表就将被轰成粉碎。问：欧洲突然做出以债务货币化稳定经济的决定，你对他们这一做法的力度感到吃惊吗？答：一点都不吃惊。毕竟，一切都是为了确保欧元区的完整和继续存在。如果不采取这样的非常手段，那些外围国家，尤其是意大利，恐怕就要陷入崩溃，离开统一货币区。到那时才是真的完蛋了。问：德国和法国计划联手推出5000亿欧元的援助计划，而德国财政部长朔尔茨（Olaf Scholz）宣称，这意味着欧洲来到了“汉密尔顿时刻”。汉密尔顿（Alexander Hamilton）是美国首任财长，美国财政体系的奠基人。朔尔茨是否有点夸大其词了？答：当然，他是言过其实了。这个计划本身很好，很靠谱，但是说就此可以奠定欧洲联邦国家的基础就过分了，因为有两个关键的先决条件未能满足。首先是债务共同化——现在，意大利的债务依然只是意大利自家的。其次是一个相对于欧元区国内生产总值，达到足够规模的共同预算，比如占比20%到30%，而现在实际上只有2%。问：从德国的立场上看，德国政府这一次的决定已经称得起是革命性的了。答：你总不能对一切都说不！柏林如果总是一方面反对欧盟预算增长，反对欧洲央行扮演更重要的角色，一方面却对之前的努力始终无法取得进展感到吃惊，那可是不行的。这样下去，欧洲就完蛋了！好在，默克尔总理这次及时意识到了局面的危急程度。与此同时，她的支持率如此之高，又给了她推动一切通过的资本。事实上，我非常怀疑如果拖到默克尔的继任者，不管是谁成为政党领袖和总理，恐怕都不可能做到这一点了。问：不过，下一场危机现在已经隐隐出现在地平线上了——英国脱欧。英国人会再度要求延长过渡期吗？答：我经常会接触到英国下院的人们，而我的印象就是，他们显然是倾向于硬脱欧的。伦敦并不愿意接受一个类似欧盟与加拿大之间那样的自由贸易协定，英国政府其实是想要干干净净的一刀两断。当然，这有点疯狂。到那时，货车会在海关排起大队，欧洲股市会暴跌，英国经济和欧元区经济都会遭到重创，差别只是程度而已。问：是否还有什么能够让你看到希望的地方？答：说到这个，我可需要好好想一想。面对疫情和其后续影响，各国政府的反应速度和力度还是可圈可点的。可是，除此之外呢？我很是担心到最后，2020年代将带着厄运和灾难的标签被载入史册。也许在这个十年结束之后，全球经济将拥有更好的可持续性。可是现在，眼前全是阴云密布。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1927,"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]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～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]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～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]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～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":464761108308296,"gmtCreate":1754491883693,"gmtModify":1754491884898,"author":{"id":"3552640605650543","authorId":"3552640605650543","name":"别人家的老公","avatar":"https://static.tigerbbs.com/1fc21e34aac8b2980c3319e6dc498e60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552640605650543","authorIdStr":"3552640605650543"},"themes":[],"htmlText":"<a 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这种级别的工程水泥会从外地往那拉？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/458991119110280","isVote":1,"tweetType":1,"viewCount":1574,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4211628107189832","authorId":"4211628107189832","name":"sharloon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"4211628107189832","authorIdStr":"4211628107189832"},"content":"华新不算外地啊，本地有厂","text":"华新不算外地啊，本地有厂","html":"华新不算外地啊，本地有厂"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452960208167528,"gmtCreate":1751611185100,"gmtModify":1751611186790,"author":{"id":"3552640605650543","authorId":"3552640605650543","name":"别人家的老公","avatar":"https://static.tigerbbs.com/1fc21e34aac8b2980c3319e6dc498e60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552640605650543","authorIdStr":"3552640605650543"},"themes":[],"htmlText":"定低了跌股价 &nbsp;定高了没销量","listText":"定低了跌股价 &nbsp;定高了没销量","text":"定低了跌股价 定高了没销量","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452960208167528","repostId":"1117445626","repostType":2,"repost":{"id":"1117445626","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1751593715,"share":"https://www.laohu8.com/m/news/1117445626?lang=&edition=full","pubTime":"2025-07-04 09:48","market":"us","language":"zh","title":"异动解读 | 小鹏汽车股价大跌5%，G7定价低于预期引发市场担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1117445626","media":"异动解读","summary":"7月4日，小鹏汽车股价盘中大跌5%，引发市场广泛关注。这一跌幅主要与该公司新款SUV车型G7的发布有关。7月3日晚间，小鹏汽车正式发布全新中型SUV——小鹏G7。新车起售价19.58万元，远低于此前23.58万元的预售价。小鹏汽车董事长何小鹏表示，G7的经营能力会非常不错，公司是在\"更好的经营和品质下卷价格\"。此外，小鹏汽车股价在今年上半年已经大幅上涨，今日的回调也可能部分源于投资者的获利了结。","content":"<p>7月4日，小鹏汽车(09868.HK)股价盘中大跌5%，引发市场广泛关注。这一跌幅主要与该公司新款SUV车型G7的发布有关。</p>\n\n<p>7月3日晚间，小鹏汽车正式发布全新中型SUV——小鹏G7。新车起售价19.58万元，远低于此前23.58万元的预售价。虽然定价具有竞争力，但也引发了投资者对公司利润率的担忧。小鹏汽车董事长何小鹏表示，G7的经营能力会非常不错，公司是在\"更好的经营和品质下卷价格\"。</p>\n\n<p>G7被定位为\"全球首款L3级算力的AI汽车\"，搭载小鹏自研的图灵AI芯片，总算力超过2200 TOPS。新车开售9分钟内获得超过1万台订单，显示出较强的市场吸引力。然而，近期小米汽车SU7的火爆上市（18小时内获得24万订单）可能也给投资者带来一些担忧，加剧了市场对电动车行业竞争加剧的忧虑。</p>\n\n<p>此外，小鹏汽车股价在今年上半年已经大幅上涨，今日的回调也可能部分源于投资者的获利了结。尽管如此，公司2025年上半年的销量表现强劲，累计交付19.7万辆，已超过2024年全年水平，显示出公司业务的持续增长势头。</p>","source":"ai_movement_cn","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 | 小鹏汽车股价大跌5%，G7定价低于预期引发市场担忧</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{ 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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 | 小鹏汽车股价大跌5%，G7定价低于预期引发市场担忧\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-07-04 09:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月4日，小鹏汽车(09868.HK)股价盘中大跌5%，引发市场广泛关注。这一跌幅主要与该公司新款SUV车型G7的发布有关。</p>\n\n<p>7月3日晚间，小鹏汽车正式发布全新中型SUV——小鹏G7。新车起售价19.58万元，远低于此前23.58万元的预售价。虽然定价具有竞争力，但也引发了投资者对公司利润率的担忧。小鹏汽车董事长何小鹏表示，G7的经营能力会非常不错，公司是在\"更好的经营和品质下卷价格\"。</p>\n\n<p>G7被定位为\"全球首款L3级算力的AI汽车\"，搭载小鹏自研的图灵AI芯片，总算力超过2200 TOPS。新车开售9分钟内获得超过1万台订单，显示出较强的市场吸引力。然而，近期小米汽车SU7的火爆上市（18小时内获得24万订单）可能也给投资者带来一些担忧，加剧了市场对电动车行业竞争加剧的忧虑。</p>\n\n<p>此外，小鹏汽车股价在今年上半年已经大幅上涨，今日的回调也可能部分源于投资者的获利了结。尽管如此，公司2025年上半年的销量表现强劲，累计交付19.7万辆，已超过2024年全年水平，显示出公司业务的持续增长势头。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09868":"小鹏汽车-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117445626","content_text":"7月4日，小鹏汽车(09868.HK)股价盘中大跌5%，引发市场广泛关注。这一跌幅主要与该公司新款SUV车型G7的发布有关。\n7月3日晚间，小鹏汽车正式发布全新中型SUV——小鹏G7。新车起售价19.58万元，远低于此前23.58万元的预售价。虽然定价具有竞争力，但也引发了投资者对公司利润率的担忧。小鹏汽车董事长何小鹏表示，G7的经营能力会非常不错，公司是在\"更好的经营和品质下卷价格\"。\nG7被定位为\"全球首款L3级算力的AI汽车\"，搭载小鹏自研的图灵AI芯片，总算力超过2200 TOPS。新车开售9分钟内获得超过1万台订单，显示出较强的市场吸引力。然而，近期小米汽车SU7的火爆上市（18小时内获得24万订单）可能也给投资者带来一些担忧，加剧了市场对电动车行业竞争加剧的忧虑。\n此外，小鹏汽车股价在今年上半年已经大幅上涨，今日的回调也可能部分源于投资者的获利了结。尽管如此，公司2025年上半年的销量表现强劲，累计交付19.7万辆，已超过2024年全年水平，显示出公司业务的持续增长势头。","news_type":1,"symbols_score_info":{"09868":1}},"isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415047398900352,"gmtCreate":1742348395927,"gmtModify":1742348397162,"author":{"id":"3552640605650543","authorId":"3552640605650543","name":"别人家的老公","avatar":"https://static.tigerbbs.com/1fc21e34aac8b2980c3319e6dc498e60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552640605650543","authorIdStr":"3552640605650543"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 涨涨涨 &nbsp;拉爆空头","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 涨涨涨 &nbsp;拉爆空头","text":"$小米集团-W(01810)$ 涨涨涨 拉爆空头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415047398900352","isVote":1,"tweetType":1,"viewCount":1038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457461957042688,"gmtCreate":1752722274132,"gmtModify":1752722303309,"author":{"id":"3552640605650543","authorId":"3552640605650543","name":"别人家的老公","avatar":"https://static.tigerbbs.com/1fc21e34aac8b2980c3319e6dc498e60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552640605650543","authorIdStr":"3552640605650543"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 要完犊子了嘛 &nbsp;天天跌[开心]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 要完犊子了嘛 &nbsp;天天跌[开心]&nbsp;&nbsp;","text":"$小米集团-W(01810)$ 要完犊子了嘛 天天跌[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457461957042688","isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449695075844280,"gmtCreate":1750815653521,"gmtModify":1750815655214,"author":{"id":"3552640605650543","authorId":"3552640605650543","name":"别人家的老公","avatar":"https://static.tigerbbs.com/1fc21e34aac8b2980c3319e6dc498e60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552640605650543","authorIdStr":"3552640605650543"},"themes":[],"htmlText":"IPO定价不高 &nbsp;纯是认购人员智商不行","listText":"IPO定价不高 &nbsp;纯是认购人员智商不行","text":"IPO定价不高 纯是认购人员智商不行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449695075844280","repostId":"1165826327","repostType":2,"repost":{"id":"1165826327","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1750815152,"share":"https://www.laohu8.com/m/news/1165826327?lang=&edition=full","pubTime":"2025-06-25 09:32","market":"sg","language":"zh","title":"异动解读 | 曹操出行上市首日暴跌17%，IPO定价过高或为主因","url":"https://stock-news.laohu8.com/highlight/detail?id=1165826327","media":"异动解读","summary":"6月25日，网约车平台曹操出行在港交所主板挂牌上市，然而开盘后股价却出现大幅下跌。截至早盘，曹操出行股价暴跌17.26%，引发市场广泛关注。曹操出行此次IPO定价为每股41.94港元，全球发售4,417.86万股，净筹资金约17.18亿港元。尽管认购倍数看似不错，但相比近期其他热门新股，曹操出行的认购热度并不算高。分析人士指出，曹操出行上市首日股价大跌的主要原因可能在于其IPO定价偏高。","content":"<p>6月25日，网约车平台曹操出行（02643.HK）在港交所主板挂牌上市，然而开盘后股价却出现大幅下跌。截至早盘，曹操出行股价暴跌17.26%，引发市场广泛关注。</p>\n\n<p>曹操出行此次IPO定价为每股41.94港元，全球发售4,417.86万股，净筹资金约17.18亿港元。公司香港公开发售部分获得21.14倍超额认购，国际配售部分获得2.78倍认购。尽管认购倍数看似不错，但相比近期其他热门新股，曹操出行的认购热度并不算高。</p>\n\n<p>分析人士指出，曹操出行上市首日股价大跌的主要原因可能在于其IPO定价偏高。在当前市场环境下，投资者对亏损企业的估值趋于谨慎。招股书显示，曹操出行近三年虽然营收持续增长，但仍未实现盈利。2024年公司净亏损为12.46亿元，尽管亏损幅度有所收窄，但仍未扭亏为盈。</p>\n\n<p>此外，网约车行业激烈的竞争环境也可能影响投资者信心。作为行业第二大玩家，曹操出行面临着来自滴滴等主要竞争对手的压力。近期，同行业公司如嘀嗒出行（02559.HK）和如祺出行（09680.HK）在上市后表现欠佳，也在一定程度上影响了投资者对曹操出行的预期。</p>","source":"ai_movement_cn","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 | 曹操出行上市首日暴跌17%，IPO定价过高或为主因</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{ 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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 | 曹操出行上市首日暴跌17%，IPO定价过高或为主因\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-06-25 09:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月25日，网约车平台曹操出行（02643.HK）在港交所主板挂牌上市，然而开盘后股价却出现大幅下跌。截至早盘，曹操出行股价暴跌17.26%，引发市场广泛关注。</p>\n\n<p>曹操出行此次IPO定价为每股41.94港元，全球发售4,417.86万股，净筹资金约17.18亿港元。公司香港公开发售部分获得21.14倍超额认购，国际配售部分获得2.78倍认购。尽管认购倍数看似不错，但相比近期其他热门新股，曹操出行的认购热度并不算高。</p>\n\n<p>分析人士指出，曹操出行上市首日股价大跌的主要原因可能在于其IPO定价偏高。在当前市场环境下，投资者对亏损企业的估值趋于谨慎。招股书显示，曹操出行近三年虽然营收持续增长，但仍未实现盈利。2024年公司净亏损为12.46亿元，尽管亏损幅度有所收窄，但仍未扭亏为盈。</p>\n\n<p>此外，网约车行业激烈的竞争环境也可能影响投资者信心。作为行业第二大玩家，曹操出行面临着来自滴滴等主要竞争对手的压力。近期，同行业公司如嘀嗒出行（02559.HK）和如祺出行（09680.HK）在上市后表现欠佳，也在一定程度上影响了投资者对曹操出行的预期。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02643":"曹操出行"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165826327","content_text":"6月25日，网约车平台曹操出行（02643.HK）在港交所主板挂牌上市，然而开盘后股价却出现大幅下跌。截至早盘，曹操出行股价暴跌17.26%，引发市场广泛关注。\n曹操出行此次IPO定价为每股41.94港元，全球发售4,417.86万股，净筹资金约17.18亿港元。公司香港公开发售部分获得21.14倍超额认购，国际配售部分获得2.78倍认购。尽管认购倍数看似不错，但相比近期其他热门新股，曹操出行的认购热度并不算高。\n分析人士指出，曹操出行上市首日股价大跌的主要原因可能在于其IPO定价偏高。在当前市场环境下，投资者对亏损企业的估值趋于谨慎。招股书显示，曹操出行近三年虽然营收持续增长，但仍未实现盈利。2024年公司净亏损为12.46亿元，尽管亏损幅度有所收窄，但仍未扭亏为盈。\n此外，网约车行业激烈的竞争环境也可能影响投资者信心。作为行业第二大玩家，曹操出行面临着来自滴滴等主要竞争对手的压力。近期，同行业公司如嘀嗒出行（02559.HK）和如祺出行（09680.HK）在上市后表现欠佳，也在一定程度上影响了投资者对曹操出行的预期。","news_type":1,"symbols_score_info":{"02643":1}},"isVote":1,"tweetType":1,"viewCount":714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":117162077,"gmtCreate":1623123508499,"gmtModify":1623123508499,"author":{"id":"3552640605650543","authorId":"3552640605650543","name":"别人家的老公","avatar":"https://static.tigerbbs.com/1fc21e34aac8b2980c3319e6dc498e60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552640605650543","authorIdStr":"3552640605650543"},"themes":[],"htmlText":"利空吗。居然抛售。","listText":"利空吗。居然抛售。","text":"利空吗。居然抛售。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/117162077","repostId":"2141309255","repostType":2,"repost":{"id":"2141309255","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":1623099225,"share":"https://www.laohu8.com/m/news/2141309255?lang=&edition=full","pubTime":"2021-06-08 04:53","market":"us","language":"zh","title":"老虎证券拟增发650万股ADS，将用于产研和国际化投入","url":"https://stock-news.laohu8.com/highlight/detail?id=2141309255","media":"老虎资讯综合","summary":"周一美股盘后，中国在线券商平台老虎证券宣布将发行650万股美国存托凭证，周一报收26.79美元，市值超38亿美元。老虎证券表示，此次增发股票获得的收益将用于扩大客户基础和推动客户参与其服务，同时投资于扩大其产品、服务和技术，以提高其用户体验和运营效率，并扩大其市场影响力。","content":"<p>周一美股盘后，中国在线券商平台<a href=\"https://laohu8.com/S/TIGR\">老虎证券</a>宣布将发行650万股美国存托凭证，每<span style=\"text-align:justify;\">份ADS代表15股普通股。</span>同时给予承销商在30天可以额外发行97.5万ADS。</p><p>老虎证券表示，此次增发股票获得的收益将用于扩大客户基础和推动客户参与其服务，同时投资于扩大其产品、服务和技术，以提高其用户体验和运营效率，并扩大其市场影响力。</p><p><img src=\"https://static.tigerbbs.com/c35e5b828fd4343385f69a105caad73b\" tg-width=\"828\" tg-height=\"2531\" referrerpolicy=\"no-referrer\"></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 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href=\"https://laohu8.com/S/QS\">$Quantumscape Corp.(QS)$&nbsp;</a>&nbsp; 为啥我卖了就涨呀 &nbsp; 洗死我了 &nbsp;我这个韭菜啥时候能赚钱啊[流泪]&nbsp; [流泪]&nbsp; [流泪]&nbsp; [流泪]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/QS\">$Quantumscape Corp.(QS)$&nbsp;</a>&nbsp; 为啥我卖了就涨呀 &nbsp; 洗死我了 &nbsp;我这个韭菜啥时候能赚钱啊[流泪]&nbsp; [流泪]&nbsp; [流泪]&nbsp; [流泪]&nbsp;&nbsp;","text":"$Quantumscape Corp.(QS)$ 为啥我卖了就涨呀 洗死我了 我这个韭菜啥时候能赚钱啊[流泪] [流泪] [流泪] [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477550823666384","isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465065605910696,"gmtCreate":1754566295942,"gmtModify":1754566297702,"author":{"id":"3552640605650543","authorId":"3552640605650543","name":"别人家的老公","avatar":"https://static.tigerbbs.com/1fc21e34aac8b2980c3319e6dc498e60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552640605650543","authorIdStr":"3552640605650543"},"themes":[],"htmlText":"又退不了市 &nbsp;怕什么 急个毛毛","listText":"又退不了市 &nbsp;怕什么 急个毛毛","text":"又退不了市 怕什么 急个毛毛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465065605910696","repostId":"2557477538","repostType":2,"repost":{"id":"2557477538","kind":"news","pubTimestamp":1754540468,"share":"https://www.laohu8.com/m/news/2557477538?lang=&edition=full","pubTime":"2025-08-07 12:21","market":"us","language":"zh","title":"“苏妈”喊话稳信心：对AMD芯片需求强劲，看到非常积极的增长迹象","url":"https://stock-news.laohu8.com/highlight/detail?id=2557477538","media":"智通财经","summary":"应关注公司在所有市场的基本面强劲增长。","content":"<html><head></head><body><p>PC与数据中心芯片领域领军者<a href=\"https://laohu8.com/S/AMD\">AMD</a>的首席执行官苏姿丰表示，在AMD旗下所有产品的需求方面都看到了非常积极的增长迹象，全球许多市场对于AMD AI芯片需求强劲，并且正在加速推进获得美国政府批准以重返中国市场的进程。在AMD公布略不及盈利预期的第二季度财报后，苏姿丰此番积极言论可谓提振投资者信心。</p><p>最新公布的第二季度财报显示，AMD第二季度营收同比增长32%至77亿美元，高于分析师预期的74.3亿美元，但经调整后每股收益为0.48美元同比下降30%，低于市场预期的0.49美元。其中，数据中心业务营收增长14%至32亿美元，略低于市场预期的32.5亿美元，相比之下，竞争对手<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>第一财季显示，其数据中心业务激增73%至391.1亿美元，得益于企业争相采购其旗舰产品——Blackwell架构芯片产品与NVL机柜集群。</p><p>AMD业绩展望则超越普遍预期，AMD预计第三季度营收约87亿美元，上下浮动3亿美元，最新的业绩预测中值高于华尔街平均预期的83.7亿美元。但公司特别说明，该预测未包含其AI芯片MI308对华出口营收，因相关许可申请尚待美国政府审批。上月，特朗普政府撤销了4月实施的芯片对华出口禁令，令市场预期AMD与竞争对手英伟达即将恢复销售。</p><p>被AMD粉丝们亲切称为“苏妈”的苏姿丰周三在接受媒体采访时强调，投资者们不应被该公司应对中国出口限制的短期复杂局面分散注意力，而应关注公司在所有市场的基本面强劲增长。周三，由于投资者们普遍担忧AMD在中国市场定制版AI芯片的审批与需求形势，该公司股价一度下跌近10%。</p><p>“在过去90天里，我们看到全球许多市场对高性能计算硬件需求方面出现了许多积极信号，AI加速器芯片的需求仍然如此庞大。”她周三在Bloomberg Tech节目中表示。谈到恢复对中国出口AI芯片的审批进展时，苏姿丰表示：“我们有多项重要许可证正在审核中，并且得到的反馈是它们正在顺利推进。”</p><p><strong>2028年AI芯片市场规模有望超5000亿美元</strong></p><p>有关中国的担忧掩盖了AMD周二晚间发布的总体乐观的业绩展望。当时公司给出的业绩预测超出分析师预期，AMD正在看到对用于开发和运行人工智能大模型的 AI 加速器芯片的需求激增。</p><p>苏姿丰表示，这一市场将在今年下半年推动该公司业绩强劲增长，并重申了她的乐观预测，即在未来“一两年”内，该业务将带来数百亿美元的新创收规模。苏姿丰继续预测到2028年全球AI芯片市场规模将超过5000亿美元，意味着未来三年复合增速有望高达60%。</p><p>中东可能将是未来几年AMD AI芯片的最大营收增量之一。根据5月份沙特阿拉伯人工智能公司Humain与AMD达成的合作框架，Humain将负责数据中心、可持续能源系统以及全球光纤连接的开发，而AMD将提供芯片和软件。双方表示，这一合作将建设起从沙特阿拉伯延伸到美国的数据中心网络，该大型项目预计耗资100亿美元。</p><p>美东时间6月12日周四举行的Advancing AI 2025大会上，AMD重磅发布专为 极度复杂其处理规模庞大的AI训练/推理 工作负载打造的全新MI350系列AI GPU：MI350X 和 MI355X，称新款加速器的性能比上一代 MI300X 提升3倍，瞄准英伟达的Blackwell架构产品线发起冲击。两款新品在技术规格上展现了AMD挑战英伟达最先进AI芯片——Blackwell架构AI芯片的雄心壮志。</p><p>性能对比基准测试结果显示，AMD MI355X的HBM3E存储容量是英伟达GB200/B200 AI GPU的1.5倍，在峰值FP64/FP32性能上，MI355X拥有约2倍优势。AI工程师聚焦的推理吞吐方面，基于Llama-3 405B 推理，MI355X(FP4)相对Blackwell B200提升30% Token/s /$，对比GB200仍可打平。AMD声称，在某些特定的高参数AI训练工作负载中，最高领先1.13倍。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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#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“苏妈”喊话稳信心：对AMD芯片需求强劲，看到非常积极的增长迹象\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-07 12:21 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1326701.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>PC与数据中心芯片领域领军者AMD的首席执行官苏姿丰表示，在AMD旗下所有产品的需求方面都看到了非常积极的增长迹象，全球许多市场对于AMD AI芯片需求强劲，并且正在加速推进获得美国政府批准以重返中国市场的进程。在AMD公布略不及盈利预期的第二季度财报后，苏姿丰此番积极言论可谓提振投资者信心。最新公布的第二季度财报显示，AMD第二季度营收同比增长32%至77亿美元，高于分析师预期的74.3亿美元，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1326701.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2d72df1bd724a907b81bcc0f9dfdca62","relate_stocks":{"AMD":"美国超微公司"},"source_url":"http://www.zhitongcaijing.com/content/detail/1326701.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2557477538","content_text":"PC与数据中心芯片领域领军者AMD的首席执行官苏姿丰表示，在AMD旗下所有产品的需求方面都看到了非常积极的增长迹象，全球许多市场对于AMD AI芯片需求强劲，并且正在加速推进获得美国政府批准以重返中国市场的进程。在AMD公布略不及盈利预期的第二季度财报后，苏姿丰此番积极言论可谓提振投资者信心。最新公布的第二季度财报显示，AMD第二季度营收同比增长32%至77亿美元，高于分析师预期的74.3亿美元，但经调整后每股收益为0.48美元同比下降30%，低于市场预期的0.49美元。其中，数据中心业务营收增长14%至32亿美元，略低于市场预期的32.5亿美元，相比之下，竞争对手英伟达第一财季显示，其数据中心业务激增73%至391.1亿美元，得益于企业争相采购其旗舰产品——Blackwell架构芯片产品与NVL机柜集群。AMD业绩展望则超越普遍预期，AMD预计第三季度营收约87亿美元，上下浮动3亿美元，最新的业绩预测中值高于华尔街平均预期的83.7亿美元。但公司特别说明，该预测未包含其AI芯片MI308对华出口营收，因相关许可申请尚待美国政府审批。上月，特朗普政府撤销了4月实施的芯片对华出口禁令，令市场预期AMD与竞争对手英伟达即将恢复销售。被AMD粉丝们亲切称为“苏妈”的苏姿丰周三在接受媒体采访时强调，投资者们不应被该公司应对中国出口限制的短期复杂局面分散注意力，而应关注公司在所有市场的基本面强劲增长。周三，由于投资者们普遍担忧AMD在中国市场定制版AI芯片的审批与需求形势，该公司股价一度下跌近10%。“在过去90天里，我们看到全球许多市场对高性能计算硬件需求方面出现了许多积极信号，AI加速器芯片的需求仍然如此庞大。”她周三在Bloomberg Tech节目中表示。谈到恢复对中国出口AI芯片的审批进展时，苏姿丰表示：“我们有多项重要许可证正在审核中，并且得到的反馈是它们正在顺利推进。”2028年AI芯片市场规模有望超5000亿美元有关中国的担忧掩盖了AMD周二晚间发布的总体乐观的业绩展望。当时公司给出的业绩预测超出分析师预期，AMD正在看到对用于开发和运行人工智能大模型的 AI 加速器芯片的需求激增。苏姿丰表示，这一市场将在今年下半年推动该公司业绩强劲增长，并重申了她的乐观预测，即在未来“一两年”内，该业务将带来数百亿美元的新创收规模。苏姿丰继续预测到2028年全球AI芯片市场规模将超过5000亿美元，意味着未来三年复合增速有望高达60%。中东可能将是未来几年AMD AI芯片的最大营收增量之一。根据5月份沙特阿拉伯人工智能公司Humain与AMD达成的合作框架，Humain将负责数据中心、可持续能源系统以及全球光纤连接的开发，而AMD将提供芯片和软件。双方表示，这一合作将建设起从沙特阿拉伯延伸到美国的数据中心网络，该大型项目预计耗资100亿美元。美东时间6月12日周四举行的Advancing AI 2025大会上，AMD重磅发布专为 极度复杂其处理规模庞大的AI训练/推理 工作负载打造的全新MI350系列AI GPU：MI350X 和 MI355X，称新款加速器的性能比上一代 MI300X 提升3倍，瞄准英伟达的Blackwell架构产品线发起冲击。两款新品在技术规格上展现了AMD挑战英伟达最先进AI芯片——Blackwell架构AI芯片的雄心壮志。性能对比基准测试结果显示，AMD MI355X的HBM3E存储容量是英伟达GB200/B200 AI GPU的1.5倍，在峰值FP64/FP32性能上，MI355X拥有约2倍优势。AI工程师聚焦的推理吞吐方面，基于Llama-3 405B 推理，MI355X(FP4)相对Blackwell B200提升30% Token/s /$，对比GB200仍可打平。AMD声称，在某些特定的高参数AI训练工作负载中，最高领先1.13倍。","news_type":1,"symbols_score_info":{"AMD":1}},"isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462296960184576,"gmtCreate":1753884021361,"gmtModify":1753884022544,"author":{"id":"3552640605650543","authorId":"3552640605650543","name":"别人家的老公","avatar":"https://static.tigerbbs.com/1fc21e34aac8b2980c3319e6dc498e60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552640605650543","authorIdStr":"3552640605650543"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 冲呀 &nbsp;今晚干破187 &nbsp;下周冲200","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 冲呀 &nbsp;今晚干破187 &nbsp;下周冲200","text":"$美国超微公司(AMD)$ 冲呀 今晚干破187 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