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钉子扎出的洞
09-18
张江高科全球唯一能制造光刻机的房地产公司
港股综述 | 大市午后“跳水”,中芯国际创新高,亿华通、香港宽频暴涨
钉子扎出的洞
09-12
$内房股(BK1555)$
真有韭菜接盘呀
钉子扎出的洞
09-09
没有业绩靠消息涨?
港股综述 | 三大指数齐涨超1%,阿里健康涨超10%;内房股爆发,世茂集团、碧桂园涨超27%
钉子扎出的洞
09-01
$富时中国50(XX25)$
自主更新原拆原建哈哈哈
钉子扎出的洞
08-29
自主更新原拆原建利好房地产逗死人了
[捂脸]
房多多大涨14%,上海发布优化调整房地产政策措施的通知
钉子扎出的洞
08-29
$房多多(DUO)$
自主更新,原拆原建,房地产利好?
[捂脸]
自主 原建哈哈哈哈
钉子扎出的洞
08-29
$内房股(BK1555)$
自主重建 原拆原建这是利好消息?什么叫自主?什么叫原建?利好消息笑死人了
钉子扎出的洞
08-29
$A50指数主连 2509(CNmain)$
砖头水泥能成为发达国家吗?炒地炒房能实现经济的持久繁荣吗?
钉子扎出的洞
08-28
$张江高科(600895)$
这是全球 唯 一 一个能生产光刻机的房地产公司
钉子扎出的洞
08-25
$A50指数主连 2508(CNmain)$
钉子扎出的洞
08-25
$万科企业(02202)$
业绩是第一位的
钉子扎出的洞
08-20
这降息看来没戏了
特朗普在社交媒体表示:美联储理事库克必须立即辞职
钉子扎出的洞
08-15
$A50指数主连 2508(CNmain)$
一个在搞砖头水泥,一个在搞 半导体高科技。
钉子扎出的洞
08-15
$金地集团(600383)$
“不接受逼迫离职的恐吓!”深圳知名房企高管,被员工实名举报 近日,有消息称 金地集团华东区域员工 向集团内部发邮件实名举报 金地集团华东区域某高管的经济问题 据网传举报材料,此次员工实名举报的核心点,包括高管经济问题、国有资产处置存疑、"一言堂"式人事决策等。其声称,“不接受徐某静降职降薪及逼迫离职的恐吓,要求公司人力介入去留员工的能力评估,必须揭露其中饱私囊的事实。” 值得关注的是,此次员工实名举报中还透露了公司裁员等问题,直指今年7月份的一场大规模组织架构变革,因此备受市场关注。 一起关注详细消息 图片 员工实名举报公司高管 据网传举报材料—— 傅某于2016年8月1日正式加入金地集团,正值第九个年头,入职负责金地天境项目营销经理。之后陆续负责奉贤、松江等难点项目。于2019年调至区域跟随徐某静配合管理华东区域营销部各类工作事项,其间徐某静经常以各类奖励、团建等名义将费用报销至下属名下再私下转回给她,傅某称希望公司审计可介入核实相关费用真正去向。 在此之后,傅某主动申请远离该“领导”回上海公司,2020年—2023年期间操盘西虹桥虹悦湾、金地西郊风华、金地嘉源、金地嘉悦湾、金地峰汇、金地悦章,最终因金地悦章操盘失利,愿意回归平台负责上海公司大宗业务。 傅某还表示,此时徐某静为区域营销负责人不让傅某再插手管理上海大宗业务(此时傅某明确表示其有泗泾8760项目的客户,当初对外报价1.2亿,客户是愿意以1亿成交的),但是最终徐某静将泗泾8760项目以8000多万的价格成交,是否有损公司损失还请审计查证。 同时,傅某又被徐某静逼迫离开大宗业务,至嘉定项目负责报批报建工作,其间冯总认为傅某具有一定的销售、公关能力,将其调至投资并购部配合代建
钉子扎出的洞
08-15
$金地商置(00535)$
“不接受逼迫离职的恐吓!”深圳知名房企高管,被员工实名举报 近日,有消息称 金地集团华东区域员工 向集团内部发邮件实名举报 金地集团华东区域某高管的经济问题 据网传举报材料,此次员工实名举报的核心点,包括高管经济问题、国有资产处置存疑、"一言堂"式人事决策等。其声称,“不接受徐某静降职降薪及逼迫离职的恐吓,要求公司人力介入去留员工的能力评估,必须揭露其中饱私囊的事实。” 值得关注的是,此次员工实名举报中还透露了公司裁员等问题,直指今年7月份的一场大规模组织架构变革,因此备受市场关注。 一起关注详细消息 图片 员工实名举报公司高管 据网传举报材料—— 傅某于2016年8月1日正式加入金地集团,正值第九个年头,入职负责金地天境项目营销经理。之后陆续负责奉贤、松江等难点项目。于2019年调至区域跟随徐某静配合管理华东区域营销部各类工作事项,其间徐某静经常以各类奖励、团建等名义将费用报销至下属名下再私下转回给她,傅某称希望公司审计可介入核实相关费用真正去向。 在此之后,傅某主动申请远离该“领导”回上海公司,2020年—2023年期间操盘西虹桥虹悦湾、金地西郊风华、金地嘉源、金地嘉悦湾、金地峰汇、金地悦章,最终因金地悦章操盘失利,愿意回归平台负责上海公司大宗业务。 傅某还表示,此时徐某静为区域营销负责人不让傅某再插手管理上海大宗业务(此时傅某明确表示其有泗泾8760项目的客户,当初对外报价1.2亿,客户是愿意以1亿成交的),但是最终徐某静将泗泾8760项目以8000多万的价格成交,是否有损公司损失还请审计查证。 同时,傅某又被徐某静逼迫离开大宗业务,至嘉定项目负责报批报建工作,其间冯总认为傅某具有一定的销售、公关能力,将其调至投资并购部配合代建业务的拓展。拓展
钉子扎出的洞
08-11
$富时中国50(XX25)$
三个销售接待一位看房客这就是销售火爆了
钉子扎出的洞
08-07
他如果投的是中国砖头现在内裤估计全没了
孙正义押对英伟达、台积电和甲骨文!二季度狂赚48亿美元,软银盈利大超预期
钉子扎出的洞
07-30
$A50指数主连 2508(CNmain)$
积极稳妥化解地方政府债务风险,严禁新增隐性债务,有力有序有效推进地方融资平台出清。
钉子扎出的洞
07-30
$富时中国50(XX25)$
积极稳妥化解地方政府债务风险,严禁新增隐性债务,有力有序有效推进地方融资平台出清。
钉子扎出的洞
07-30
$A50指数主连 2508(CNmain)$
a股就靠着保险银行券商白酒来拉指数了
去老虎APP查看更多动态
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16:36","market":"us","language":"zh","title":"港股综述 | 大市午后“跳水”,中芯国际创新高,亿华通、香港宽频暴涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1198515428","media":"老虎资讯综合","summary":"三大指数盘初曾创阶段新高,午后大幅回落。","content":"<html><head></head><body><h3 id=\"id_1469913005\">港股行情</h3><p>9月18日周四,港股三大指数盘初曾创阶段新高,但午后同步大幅回落。截至收盘,恒生指数跌1.35%,国企指数、恒生科技指数分别下跌1.46%及0.99%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2bc9ddf9cb7cc90dd8bf9f353fd9fb5e\" tg-width=\"894\" tg-height=\"366\"/></p><p>近日引领大市上涨的权重科技股普遍回调,其中,腾讯跌近3%,网易、快手跌超2%,阿里巴巴、京东集团、小米集团跌近2%;另一方面,百度集团逆势涨1.37%,美团微涨。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b090d9836dca6611533bf29fa3c7790a\" tg-width=\"560\" tg-height=\"240\"/></p><p>大金融股(银行、保险、券商)集体走低。其中, <a href=\"https://laohu8.com/S/01339\">中国人民保险集团</a> 跌超5%,中金公司、中国银河跌超3%,建设银行跌2.42%。</p><p>分析称当前房地产数据印证市场仍处于深度调整期,内房股跌幅较大,煤炭股、家电股、教育股、餐饮股、濠赌股、黄金股等有色金属齐跌。</p><p>另一方面,半导体芯片股全天维持强势行情, <a href=\"https://laohu8.com/S/01347\">华虹半导体</a> 涨8.62%,龙头 <a href=\"https://laohu8.com/S/00981\">中芯国际</a> 盘中再创历史新高。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/195c4031d2061a57a07de85e40afca15\" tg-width=\"560\" tg-height=\"240\"/></p><p>氢能概念股走强。 <a href=\"https://laohu8.com/S/02402\">亿华通</a>暴涨23.26%,重塑能源涨18.34%,国富氢能涨12.61%,京城机电股份涨7.87%。近期,北京、重庆、武汉等多地出台支持氢能产业发展政策。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccbfd56dde0ca146d140085883072fa8\" tg-width=\"560\" tg-height=\"240\"/></p><p>创新药概念股多数回暖,其中,恒瑞医药涨5.77%,盘中创历史新高。</p><p><a href=\"https://laohu8.com/S/09992\">泡泡玛特</a> 涨4.62%,结束三连跌。摩根士丹利指出,泡泡玛特未来几个月将迎来消费旺季,包括中国的国庆节及西方的万圣节、感恩节和圣诞节,该行预期销售势头将持续。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bd1caab6e5787c5d7fe6e35c1e78feb\" tg-width=\"560\" tg-height=\"240\"/></p><p><a href=\"https://laohu8.com/S/01310\">香港宽频</a> 暴涨68.55%。中国移动香港公布,有关作为要约人提出自愿全面现金要约收购香港宽频全部已发行股份,于昨天,要约人已接获涉及约7.12亿股的有效接纳,占香港宽频约48.18%股权。</p><p style=\"text-align: justify;\">东方甄选大涨超16%,连续两个交易日走高,累计涨幅超27%。花旗近期指出,东方甄选的商业模式从“依赖龙头主播”转向“规模化会员平台”。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d71883e4ad8e1f176e830e01fb669502\" tg-width=\"560\" tg-height=\"240\"/></p><h3 id=\"id_1250018124\">A股行情</h3><p>今日A股市场放量下跌,三大指数午后加速跳水,临近尾盘跌幅有所收窄。截至收盘,沪指跌1.15%报3831.66点,深成指跌1.06%报13075.66点,创业板指跌1.64%报3095.85点。</p><p>对于下跌原因,有分析指出,美联储降息25个基点未超出预期,在降息正式落地后,或有部分资金获利了结。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aec5e11d7f387cadf4db90bf52ea9cca\" tg-width=\"980\" tg-height=\"405\"/></p><p style=\"text-align: start;\">盘面上看,以半导体产业链为首的科技股再度走强,中芯国际、海光信息、北方华创均创历史新高;机器人、汽车产业链持续走高,万向钱潮等涨停;算力硬件股震荡上扬,液冷、光模块等涨幅居前。</p><p style=\"text-align: start;\">跌幅方面,黄金、有色金属板块连日下行,晓程科技领跌;大金融表现弱势,券商、保险、多元金融、银行股多数飘绿;猪肉板块持续下挫。</p><p style=\"text-align: start;\">值得关注的是,工业富联、三花智控、巨轮智能、凯美特气、万通发展、闻泰科技、道明光学等逾10股集体“炸板”。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad75ddc798337fffffdbabf8314ca15a\" tg-width=\"560\" tg-height=\"240\"/></p><h3 id=\"id_4008858999\">市场研判</h3><p>中银证券研报指出,美联储降息周期下,港股短期受益于全球流动性转向与国内盈利拐点的双重催化,稀缺科技资产及高股息国企或成为配置主线。降息周期下A股多呈现为小盘成长的结构牛,科技股有望成为本轮弱美元周期下人民币资产重估过程中受益资产。</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>港股综述 | 大市午后“跳水”,中芯国际创新高,亿华通、香港宽频暴涨</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股综述 | 大市午后“跳水”,中芯国际创新高,亿华通、香港宽频暴涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-09-18 16:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_1469913005\">港股行情</h3><p>9月18日周四,港股三大指数盘初曾创阶段新高,但午后同步大幅回落。截至收盘,恒生指数跌1.35%,国企指数、恒生科技指数分别下跌1.46%及0.99%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2bc9ddf9cb7cc90dd8bf9f353fd9fb5e\" tg-width=\"894\" tg-height=\"366\"/></p><p>近日引领大市上涨的权重科技股普遍回调,其中,腾讯跌近3%,网易、快手跌超2%,阿里巴巴、京东集团、小米集团跌近2%;另一方面,百度集团逆势涨1.37%,美团微涨。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b090d9836dca6611533bf29fa3c7790a\" tg-width=\"560\" tg-height=\"240\"/></p><p>大金融股(银行、保险、券商)集体走低。其中, <a href=\"https://laohu8.com/S/01339\">中国人民保险集团</a> 跌超5%,中金公司、中国银河跌超3%,建设银行跌2.42%。</p><p>分析称当前房地产数据印证市场仍处于深度调整期,内房股跌幅较大,煤炭股、家电股、教育股、餐饮股、濠赌股、黄金股等有色金属齐跌。</p><p>另一方面,半导体芯片股全天维持强势行情, <a href=\"https://laohu8.com/S/01347\">华虹半导体</a> 涨8.62%,龙头 <a href=\"https://laohu8.com/S/00981\">中芯国际</a> 盘中再创历史新高。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/195c4031d2061a57a07de85e40afca15\" tg-width=\"560\" tg-height=\"240\"/></p><p>氢能概念股走强。 <a href=\"https://laohu8.com/S/02402\">亿华通</a>暴涨23.26%,重塑能源涨18.34%,国富氢能涨12.61%,京城机电股份涨7.87%。近期,北京、重庆、武汉等多地出台支持氢能产业发展政策。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccbfd56dde0ca146d140085883072fa8\" tg-width=\"560\" tg-height=\"240\"/></p><p>创新药概念股多数回暖,其中,恒瑞医药涨5.77%,盘中创历史新高。</p><p><a href=\"https://laohu8.com/S/09992\">泡泡玛特</a> 涨4.62%,结束三连跌。摩根士丹利指出,泡泡玛特未来几个月将迎来消费旺季,包括中国的国庆节及西方的万圣节、感恩节和圣诞节,该行预期销售势头将持续。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bd1caab6e5787c5d7fe6e35c1e78feb\" tg-width=\"560\" tg-height=\"240\"/></p><p><a href=\"https://laohu8.com/S/01310\">香港宽频</a> 暴涨68.55%。中国移动香港公布,有关作为要约人提出自愿全面现金要约收购香港宽频全部已发行股份,于昨天,要约人已接获涉及约7.12亿股的有效接纳,占香港宽频约48.18%股权。</p><p style=\"text-align: justify;\">东方甄选大涨超16%,连续两个交易日走高,累计涨幅超27%。花旗近期指出,东方甄选的商业模式从“依赖龙头主播”转向“规模化会员平台”。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d71883e4ad8e1f176e830e01fb669502\" tg-width=\"560\" tg-height=\"240\"/></p><h3 id=\"id_1250018124\">A股行情</h3><p>今日A股市场放量下跌,三大指数午后加速跳水,临近尾盘跌幅有所收窄。截至收盘,沪指跌1.15%报3831.66点,深成指跌1.06%报13075.66点,创业板指跌1.64%报3095.85点。</p><p>对于下跌原因,有分析指出,美联储降息25个基点未超出预期,在降息正式落地后,或有部分资金获利了结。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aec5e11d7f387cadf4db90bf52ea9cca\" tg-width=\"980\" tg-height=\"405\"/></p><p style=\"text-align: start;\">盘面上看,以半导体产业链为首的科技股再度走强,中芯国际、海光信息、北方华创均创历史新高;机器人、汽车产业链持续走高,万向钱潮等涨停;算力硬件股震荡上扬,液冷、光模块等涨幅居前。</p><p style=\"text-align: start;\">跌幅方面,黄金、有色金属板块连日下行,晓程科技领跌;大金融表现弱势,券商、保险、多元金融、银行股多数飘绿;猪肉板块持续下挫。</p><p style=\"text-align: start;\">值得关注的是,工业富联、三花智控、巨轮智能、凯美特气、万通发展、闻泰科技、道明光学等逾10股集体“炸板”。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad75ddc798337fffffdbabf8314ca15a\" tg-width=\"560\" tg-height=\"240\"/></p><h3 id=\"id_4008858999\">市场研判</h3><p>中银证券研报指出,美联储降息周期下,港股短期受益于全球流动性转向与国内盈利拐点的双重催化,稀缺科技资产及高股息国企或成为配置主线。降息周期下A股多呈现为小盘成长的结构牛,科技股有望成为本轮弱美元周期下人民币资产重估过程中受益资产。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"HSTECH":"恒生科技指数","HSI":"恒生指数","HSCEI":"国企指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198515428","content_text":"港股行情9月18日周四,港股三大指数盘初曾创阶段新高,但午后同步大幅回落。截至收盘,恒生指数跌1.35%,国企指数、恒生科技指数分别下跌1.46%及0.99%。近日引领大市上涨的权重科技股普遍回调,其中,腾讯跌近3%,网易、快手跌超2%,阿里巴巴、京东集团、小米集团跌近2%;另一方面,百度集团逆势涨1.37%,美团微涨。大金融股(银行、保险、券商)集体走低。其中, 中国人民保险集团 跌超5%,中金公司、中国银河跌超3%,建设银行跌2.42%。分析称当前房地产数据印证市场仍处于深度调整期,内房股跌幅较大,煤炭股、家电股、教育股、餐饮股、濠赌股、黄金股等有色金属齐跌。另一方面,半导体芯片股全天维持强势行情, 华虹半导体 涨8.62%,龙头 中芯国际 盘中再创历史新高。氢能概念股走强。 亿华通暴涨23.26%,重塑能源涨18.34%,国富氢能涨12.61%,京城机电股份涨7.87%。近期,北京、重庆、武汉等多地出台支持氢能产业发展政策。创新药概念股多数回暖,其中,恒瑞医药涨5.77%,盘中创历史新高。泡泡玛特 涨4.62%,结束三连跌。摩根士丹利指出,泡泡玛特未来几个月将迎来消费旺季,包括中国的国庆节及西方的万圣节、感恩节和圣诞节,该行预期销售势头将持续。香港宽频 暴涨68.55%。中国移动香港公布,有关作为要约人提出自愿全面现金要约收购香港宽频全部已发行股份,于昨天,要约人已接获涉及约7.12亿股的有效接纳,占香港宽频约48.18%股权。东方甄选大涨超16%,连续两个交易日走高,累计涨幅超27%。花旗近期指出,东方甄选的商业模式从“依赖龙头主播”转向“规模化会员平台”。A股行情今日A股市场放量下跌,三大指数午后加速跳水,临近尾盘跌幅有所收窄。截至收盘,沪指跌1.15%报3831.66点,深成指跌1.06%报13075.66点,创业板指跌1.64%报3095.85点。对于下跌原因,有分析指出,美联储降息25个基点未超出预期,在降息正式落地后,或有部分资金获利了结。盘面上看,以半导体产业链为首的科技股再度走强,中芯国际、海光信息、北方华创均创历史新高;机器人、汽车产业链持续走高,万向钱潮等涨停;算力硬件股震荡上扬,液冷、光模块等涨幅居前。跌幅方面,黄金、有色金属板块连日下行,晓程科技领跌;大金融表现弱势,券商、保险、多元金融、银行股多数飘绿;猪肉板块持续下挫。值得关注的是,工业富联、三花智控、巨轮智能、凯美特气、万通发展、闻泰科技、道明光学等逾10股集体“炸板”。市场研判中银证券研报指出,美联储降息周期下,港股短期受益于全球流动性转向与国内盈利拐点的双重催化,稀缺科技资产及高股息国企或成为配置主线。降息周期下A股多呈现为小盘成长的结构牛,科技股有望成为本轮弱美元周期下人民币资产重估过程中受益资产。","news_type":1,"symbols_score_info":{"HSCEI":1.1,"HSI":1.1,"HSTECH":1.1}},"isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477832479715840,"gmtCreate":1757668538249,"gmtModify":1757668539301,"author":{"id":"3553637312692127","authorId":"3553637312692127","name":"钉子扎出的洞","avatar":"https://static.tigerbbs.com/1e5581c72bdb788f9ff5a860f214d1c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553637312692127","idStr":"3553637312692127"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BK1555\">$内房股(BK1555)$ </a>真有韭菜接盘呀 ","listText":"<a href=\"https://laohu8.com/S/BK1555\">$内房股(BK1555)$ </a>真有韭菜接盘呀 ","text":"$内房股(BK1555)$ 真有韭菜接盘呀 ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477832479715840","isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476747956355736,"gmtCreate":1757415411219,"gmtModify":1757415412918,"author":{"id":"3553637312692127","authorId":"3553637312692127","name":"钉子扎出的洞","avatar":"https://static.tigerbbs.com/1e5581c72bdb788f9ff5a860f214d1c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553637312692127","idStr":"3553637312692127"},"themes":[],"htmlText":"没有业绩靠消息涨?","listText":"没有业绩靠消息涨?","text":"没有业绩靠消息涨?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476747956355736","repostId":"1133209572","repostType":4,"repost":{"id":"1133209572","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":1757407928,"share":"https://www.laohu8.com/m/news/1133209572?lang=&edition=full","pubTime":"2025-09-09 16:52","market":"us","language":"zh","title":"港股综述 | 三大指数齐涨超1%,阿里健康涨超10%;内房股爆发,世茂集团、碧桂园涨超27%","url":"https://stock-news.laohu8.com/highlight/detail?id=1133209572","media":"老虎资讯综合","summary":"港股行情港股三大指数齐涨,恒生指数涨1.19%,恒生科技指数涨1.30%,国企指数涨1.32%。内房股大涨,$世茂$集团、碧桂园大涨超27%,$雅居乐集团$涨近11%,$富力地产$涨近9%,$融创中国$涨超4%。个股方面:阿里健康涨幅超10%,股价创逾两年半新高,公司有望受益创新药品强劲需求。世茂集团涨超27%,报道称世茂集团的100亿港元贷款据悉将被展期。A股行情A股主要指数集体调整,截至收盘,沪指跌0.51%报3807点,深证成指跌1.23%,创业板指跌2.23%。","content":"<html><head></head><body><h3 id=\"id_2332807425\">港股行情</h3><p>港股三大指数齐涨,恒生指数涨1.19%,恒生科技指数涨1.30%,国企指数涨1.32%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9dedf22b6fd3515660fe46fdce4ab34f\" title=\"\" tg-width=\"920\" tg-height=\"155\"/></p><p>盘面上,大型科技股多数走强,<a href=\"https://laohu8.com/S/01024\">快手-W</a>涨超4%,<a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>、<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>涨3%;证券及经纪股走强,黄金股全天维持强势行情;一线城市相继落地优化限购政策,内房股大幅上涨,<a href=\"https://laohu8.com/S/00813\">世茂集团</a>、<a href=\"https://laohu8.com/S/02007\">碧桂园</a>均大涨超27%领衔上涨。</p><p>另一方面,稀土概念股跌幅靠前,<a href=\"https://laohu8.com/S/06680\">金力永磁</a>跌6.67%,苹果概念股集体走弱,<a href=\"https://laohu8.com/S/00698\">通达集团</a>跌近11%;生物医药股弱势,<a href=\"https://laohu8.com/S/02268\">药明合联</a>超4%。</p><p><strong>具体来看:</strong>大型科技股多数走强,<a href=\"https://laohu8.com/S/01024\">快手-W</a>涨4.30%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>-W涨3.35%,<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>涨3.32%,<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>涨2.65%,<a href=\"https://laohu8.com/S/09999\">网易-S</a>涨1.82%,<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>涨1.54%。<a href=\"https://laohu8.com/S/03690\">美团-W</a>则下跌2.3%。</p><p>内房股大涨,<a href=\"https://laohu8.com/S/600823\">世茂</a>集团、碧桂园大涨超27%,<a href=\"https://laohu8.com/S/03383\">雅居乐集团</a>涨近11%,<a href=\"https://laohu8.com/S/02777\">富力地产</a>涨近9%,<a href=\"https://laohu8.com/S/01918\">融创中国</a>涨超4%。</p><p>物管股跟随上涨,<a href=\"https://laohu8.com/S/06093\">和泓服务</a>涨超23%,<a href=\"https://laohu8.com/S/02370\">力高健康生活</a>涨超14%,<a href=\"https://laohu8.com/S/09979\">绿城管理控股</a>涨超7%,<a href=\"https://laohu8.com/S/01209\">华润万象生活</a>涨超6%,<a href=\"https://laohu8.com/S/00873\">世茂服务</a>、<a href=\"https://laohu8.com/S/01153\">佳源服务</a>涨超5%,<a href=\"https://laohu8.com/S/09928\">时代邻里</a>、<a href=\"https://laohu8.com/S/06666\">恒大物业</a>、<a href=\"https://laohu8.com/S/06677\">远洋服务</a>涨超3%。</p><p>互联网医疗股上涨,<a href=\"https://laohu8.com/S/00241\">阿里健康</a>涨超10%,<a href=\"https://laohu8.com/S/09886\">叮当健康</a>涨近10%,<a href=\"https://laohu8.com/S/06618\">京东健康</a>涨超6%,<a href=\"https://laohu8.com/S/01833\">平安好医生</a>涨超3%。 </p><p style=\"text-align: justify;\">黄金股普涨,<a href=\"https://laohu8.com/S/600988\">赤峰黄金</a>涨超11%,<a href=\"https://laohu8.com/S/600547\">山东黄金</a>涨超7%,<a href=\"https://laohu8.com/S/02099\">中国黄金国际</a>涨近7%,<a href=\"https://laohu8.com/S/03330\">灵宝黄金</a>涨超6%,<a href=\"https://laohu8.com/S/00340\">潼关黄金</a>、<a href=\"https://laohu8.com/S/601899\">紫金矿业</a>涨超4%,<a href=\"https://laohu8.com/S/01818\">招金矿业</a>涨超3%。 </p><p style=\"text-align: justify;\">证券及经纪股走强,<a href=\"https://laohu8.com/S/01709\">德林控股</a>涨超12%,<a href=\"https://laohu8.com/S/000776\">广发证券</a>涨超4%,<a href=\"https://laohu8.com/S/01428\">耀才证券金融</a>涨超3%,<a href=\"https://laohu8.com/S/601211\">国泰海通</a>、<a href=\"https://laohu8.com/S/601995\">中金公司</a>、<a href=\"https://laohu8.com/S/601881\">中国银河</a>、<a href=\"https://laohu8.com/S/01788\">国泰君安国际</a>、<a href=\"https://laohu8.com/S/601688\">华泰证券</a>跟涨。 </p><p style=\"text-align: justify;\">内险股普遍上涨,<a href=\"https://laohu8.com/S/00376\">云锋金融</a>涨7.34%,<a href=\"https://laohu8.com/S/01299\">友邦保险</a>、<a href=\"https://laohu8.com/S/601318\">中国平安</a>涨超2%,<a href=\"https://laohu8.com/S/00966\">中国太平</a>、<a href=\"https://laohu8.com/S/601628\">中国人寿</a>、<a href=\"https://laohu8.com/S/601336\">新华保险</a>、<a href=\"https://laohu8.com/S/02328\">中国财险</a>跟涨。</p><p style=\"text-align: justify;\">苹果概念股普跌,<a href=\"https://laohu8.com/S/00698\">通达集团</a>跌近11%,<a href=\"https://laohu8.com/S/01415\">高伟电子</a>跌超4%,<a href=\"https://laohu8.com/S/300433\">蓝思科技</a>跌超3%,鸿腾精密、<a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>跌超2%,<a href=\"https://laohu8.com/S/00285\">比亚迪电子</a>、<a href=\"https://laohu8.com/S/02018\">瑞声科技</a>、<a href=\"https://laohu8.com/S/00856\">伟仕佳杰</a>跟跌。 </p><p style=\"text-align: justify;\">生物医药股普遍弱势,药明合联、<a href=\"https://laohu8.com/S/688428\">诺诚健华</a>跌超4%,<a href=\"https://laohu8.com/S/01548\">金斯瑞生物科技</a>、<a href=\"https://laohu8.com/S/02269\">药明生物</a>、<a href=\"https://laohu8.com/S/02696\">复宏汉霖</a>跌超3%,<a href=\"https://laohu8.com/S/603259\">药明康德</a>、<a href=\"https://laohu8.com/S/300347\">泰格医药</a>、<a href=\"https://laohu8.com/S/ZLAB\">再鼎医药</a>跌超2%。</p><p style=\"text-align: justify;\"><strong>个股方面:</strong>阿里健康涨幅超10%,股价创逾两年半新高,公司有望受益创新药品强劲需求。 </p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/01709\">德林控股</a>涨超12%,公司宣布两项战略投资,此前配股筹资超6亿加码RWA布局。 </p><p style=\"text-align: justify;\">阿里巴巴-W涨超3%,明日(9月10日)将在杭州西溪园区举行业务发布会,因内容处于保密状态,而引发外界广泛关注。</p><p style=\"text-align: justify;\">世茂集团涨超27%,报道称世茂集团的100亿港元贷款据悉将被展期。 </p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/01521\">方达控股</a>涨超7%,公司盈利能力迎来关键拐点,25Q2财务表现回升。 </p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/01244\">思路迪医药股份</a>涨近20%,自主研发新一代精准核药完成首例患者给药,核药市场潜力巨大。 </p><h3 id=\"id_535397338\">A股行情</h3><p>A股主要指数集体调整,截至收盘,沪指跌0.51%报3807点,深证成指跌1.23%,创业板指跌2.23%。</p><p>盘面上,国际金价续创新高,贵金属、黄金板块爆发;房地产板块走高,银行板块活跃,电池、商业百货及化肥等板块涨幅居前。重组蛋白板块下挫,AIPC板块走低,半导体、CRO、AI眼镜及碳化硅等板块跌幅居前。</p><p><strong>具体来看:</strong>贵金属、黄金股大涨居前,<a href=\"https://laohu8.com/S/300139\">晓程科技</a>、<a href=\"https://laohu8.com/S/002237\">恒邦股份</a>、<a href=\"https://laohu8.com/S/601069\">西部黄金</a>、<a href=\"https://laohu8.com/S/06693\">赤峰黄金</a>涨停,<a href=\"https://laohu8.com/S/001337\">四川黄金</a>涨超8%。</p><p>地产股走强,<a href=\"https://laohu8.com/S/000718\">苏宁环球</a>、<a href=\"https://laohu8.com/S/600376\">首开股份</a>、<a href=\"https://laohu8.com/S/002244\">滨江集团</a>等涨停,<a href=\"https://laohu8.com/S/600246\">万通发展</a>涨超6%。</p><p>银行股上涨,<a href=\"https://laohu8.com/S/600928\">西安银行</a>涨超6%,<a href=\"https://laohu8.com/S/600000\">浦发银行</a>涨超3%,<a href=\"https://laohu8.com/S/601665\">齐鲁银行</a>、<a href=\"https://laohu8.com/S/002142\">宁波银行</a>涨超2%。</p><p>光刻机概念股跌幅居前,<a href=\"https://laohu8.com/S/600619\">海立股份</a>跌停,<a href=\"https://laohu8.com/S/600850\">电科数字</a>、<a href=\"https://laohu8.com/S/300456\">赛微电子</a>、<a href=\"https://laohu8.com/S/600353\">旭光电子</a>、<a href=\"https://laohu8.com/S/300260\">新莱应材</a>跌超5%。</p><p>半导体股大跌,<a href=\"https://laohu8.com/S/688981\">中芯国际</a>大跌超10%,<a href=\"https://laohu8.com/S/688478\">晶升股份</a>跌超9%,东微半岛、<a href=\"https://laohu8.com/S/002156\">通富微电</a>跌超5%。</p><p>消费电子股走弱,<a href=\"https://laohu8.com/S/300709\">精研科技</a>跌超11%,<a href=\"https://laohu8.com/S/688210\">统联精密</a>跌超10%,<a href=\"https://laohu8.com/S/06613\">蓝思科技</a>跌超9%。</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>港股综述 | 三大指数齐涨超1%,阿里健康涨超10%;内房股爆发,世茂集团、碧桂园涨超27%</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{ 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class=\"title\">\n港股综述 | 三大指数齐涨超1%,阿里健康涨超10%;内房股爆发,世茂集团、碧桂园涨超27%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-09-09 16:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_2332807425\">港股行情</h3><p>港股三大指数齐涨,恒生指数涨1.19%,恒生科技指数涨1.30%,国企指数涨1.32%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9dedf22b6fd3515660fe46fdce4ab34f\" title=\"\" tg-width=\"920\" tg-height=\"155\"/></p><p>盘面上,大型科技股多数走强,<a href=\"https://laohu8.com/S/01024\">快手-W</a>涨超4%,<a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>、<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>涨3%;证券及经纪股走强,黄金股全天维持强势行情;一线城市相继落地优化限购政策,内房股大幅上涨,<a href=\"https://laohu8.com/S/00813\">世茂集团</a>、<a href=\"https://laohu8.com/S/02007\">碧桂园</a>均大涨超27%领衔上涨。</p><p>另一方面,稀土概念股跌幅靠前,<a href=\"https://laohu8.com/S/06680\">金力永磁</a>跌6.67%,苹果概念股集体走弱,<a href=\"https://laohu8.com/S/00698\">通达集团</a>跌近11%;生物医药股弱势,<a href=\"https://laohu8.com/S/02268\">药明合联</a>超4%。</p><p><strong>具体来看:</strong>大型科技股多数走强,<a href=\"https://laohu8.com/S/01024\">快手-W</a>涨4.30%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>-W涨3.35%,<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>涨3.32%,<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>涨2.65%,<a href=\"https://laohu8.com/S/09999\">网易-S</a>涨1.82%,<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>涨1.54%。<a href=\"https://laohu8.com/S/03690\">美团-W</a>则下跌2.3%。</p><p>内房股大涨,<a href=\"https://laohu8.com/S/600823\">世茂</a>集团、碧桂园大涨超27%,<a href=\"https://laohu8.com/S/03383\">雅居乐集团</a>涨近11%,<a href=\"https://laohu8.com/S/02777\">富力地产</a>涨近9%,<a href=\"https://laohu8.com/S/01918\">融创中国</a>涨超4%。</p><p>物管股跟随上涨,<a href=\"https://laohu8.com/S/06093\">和泓服务</a>涨超23%,<a href=\"https://laohu8.com/S/02370\">力高健康生活</a>涨超14%,<a href=\"https://laohu8.com/S/09979\">绿城管理控股</a>涨超7%,<a href=\"https://laohu8.com/S/01209\">华润万象生活</a>涨超6%,<a href=\"https://laohu8.com/S/00873\">世茂服务</a>、<a href=\"https://laohu8.com/S/01153\">佳源服务</a>涨超5%,<a href=\"https://laohu8.com/S/09928\">时代邻里</a>、<a href=\"https://laohu8.com/S/06666\">恒大物业</a>、<a href=\"https://laohu8.com/S/06677\">远洋服务</a>涨超3%。</p><p>互联网医疗股上涨,<a href=\"https://laohu8.com/S/00241\">阿里健康</a>涨超10%,<a href=\"https://laohu8.com/S/09886\">叮当健康</a>涨近10%,<a href=\"https://laohu8.com/S/06618\">京东健康</a>涨超6%,<a href=\"https://laohu8.com/S/01833\">平安好医生</a>涨超3%。 </p><p style=\"text-align: justify;\">黄金股普涨,<a href=\"https://laohu8.com/S/600988\">赤峰黄金</a>涨超11%,<a href=\"https://laohu8.com/S/600547\">山东黄金</a>涨超7%,<a href=\"https://laohu8.com/S/02099\">中国黄金国际</a>涨近7%,<a href=\"https://laohu8.com/S/03330\">灵宝黄金</a>涨超6%,<a href=\"https://laohu8.com/S/00340\">潼关黄金</a>、<a href=\"https://laohu8.com/S/601899\">紫金矿业</a>涨超4%,<a href=\"https://laohu8.com/S/01818\">招金矿业</a>涨超3%。 </p><p style=\"text-align: justify;\">证券及经纪股走强,<a href=\"https://laohu8.com/S/01709\">德林控股</a>涨超12%,<a href=\"https://laohu8.com/S/000776\">广发证券</a>涨超4%,<a href=\"https://laohu8.com/S/01428\">耀才证券金融</a>涨超3%,<a href=\"https://laohu8.com/S/601211\">国泰海通</a>、<a href=\"https://laohu8.com/S/601995\">中金公司</a>、<a href=\"https://laohu8.com/S/601881\">中国银河</a>、<a href=\"https://laohu8.com/S/01788\">国泰君安国际</a>、<a href=\"https://laohu8.com/S/601688\">华泰证券</a>跟涨。 </p><p style=\"text-align: justify;\">内险股普遍上涨,<a href=\"https://laohu8.com/S/00376\">云锋金融</a>涨7.34%,<a href=\"https://laohu8.com/S/01299\">友邦保险</a>、<a href=\"https://laohu8.com/S/601318\">中国平安</a>涨超2%,<a href=\"https://laohu8.com/S/00966\">中国太平</a>、<a href=\"https://laohu8.com/S/601628\">中国人寿</a>、<a href=\"https://laohu8.com/S/601336\">新华保险</a>、<a href=\"https://laohu8.com/S/02328\">中国财险</a>跟涨。</p><p style=\"text-align: justify;\">苹果概念股普跌,<a href=\"https://laohu8.com/S/00698\">通达集团</a>跌近11%,<a href=\"https://laohu8.com/S/01415\">高伟电子</a>跌超4%,<a href=\"https://laohu8.com/S/300433\">蓝思科技</a>跌超3%,鸿腾精密、<a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>跌超2%,<a href=\"https://laohu8.com/S/00285\">比亚迪电子</a>、<a href=\"https://laohu8.com/S/02018\">瑞声科技</a>、<a href=\"https://laohu8.com/S/00856\">伟仕佳杰</a>跟跌。 </p><p style=\"text-align: justify;\">生物医药股普遍弱势,药明合联、<a href=\"https://laohu8.com/S/688428\">诺诚健华</a>跌超4%,<a href=\"https://laohu8.com/S/01548\">金斯瑞生物科技</a>、<a href=\"https://laohu8.com/S/02269\">药明生物</a>、<a href=\"https://laohu8.com/S/02696\">复宏汉霖</a>跌超3%,<a href=\"https://laohu8.com/S/603259\">药明康德</a>、<a href=\"https://laohu8.com/S/300347\">泰格医药</a>、<a href=\"https://laohu8.com/S/ZLAB\">再鼎医药</a>跌超2%。</p><p style=\"text-align: justify;\"><strong>个股方面:</strong>阿里健康涨幅超10%,股价创逾两年半新高,公司有望受益创新药品强劲需求。 </p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/01709\">德林控股</a>涨超12%,公司宣布两项战略投资,此前配股筹资超6亿加码RWA布局。 </p><p style=\"text-align: justify;\">阿里巴巴-W涨超3%,明日(9月10日)将在杭州西溪园区举行业务发布会,因内容处于保密状态,而引发外界广泛关注。</p><p style=\"text-align: justify;\">世茂集团涨超27%,报道称世茂集团的100亿港元贷款据悉将被展期。 </p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/01521\">方达控股</a>涨超7%,公司盈利能力迎来关键拐点,25Q2财务表现回升。 </p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/01244\">思路迪医药股份</a>涨近20%,自主研发新一代精准核药完成首例患者给药,核药市场潜力巨大。 </p><h3 id=\"id_535397338\">A股行情</h3><p>A股主要指数集体调整,截至收盘,沪指跌0.51%报3807点,深证成指跌1.23%,创业板指跌2.23%。</p><p>盘面上,国际金价续创新高,贵金属、黄金板块爆发;房地产板块走高,银行板块活跃,电池、商业百货及化肥等板块涨幅居前。重组蛋白板块下挫,AIPC板块走低,半导体、CRO、AI眼镜及碳化硅等板块跌幅居前。</p><p><strong>具体来看:</strong>贵金属、黄金股大涨居前,<a href=\"https://laohu8.com/S/300139\">晓程科技</a>、<a href=\"https://laohu8.com/S/002237\">恒邦股份</a>、<a href=\"https://laohu8.com/S/601069\">西部黄金</a>、<a href=\"https://laohu8.com/S/06693\">赤峰黄金</a>涨停,<a href=\"https://laohu8.com/S/001337\">四川黄金</a>涨超8%。</p><p>地产股走强,<a href=\"https://laohu8.com/S/000718\">苏宁环球</a>、<a href=\"https://laohu8.com/S/600376\">首开股份</a>、<a href=\"https://laohu8.com/S/002244\">滨江集团</a>等涨停,<a href=\"https://laohu8.com/S/600246\">万通发展</a>涨超6%。</p><p>银行股上涨,<a href=\"https://laohu8.com/S/600928\">西安银行</a>涨超6%,<a href=\"https://laohu8.com/S/600000\">浦发银行</a>涨超3%,<a href=\"https://laohu8.com/S/601665\">齐鲁银行</a>、<a href=\"https://laohu8.com/S/002142\">宁波银行</a>涨超2%。</p><p>光刻机概念股跌幅居前,<a href=\"https://laohu8.com/S/600619\">海立股份</a>跌停,<a href=\"https://laohu8.com/S/600850\">电科数字</a>、<a href=\"https://laohu8.com/S/300456\">赛微电子</a>、<a href=\"https://laohu8.com/S/600353\">旭光电子</a>、<a href=\"https://laohu8.com/S/300260\">新莱应材</a>跌超5%。</p><p>半导体股大跌,<a href=\"https://laohu8.com/S/688981\">中芯国际</a>大跌超10%,<a href=\"https://laohu8.com/S/688478\">晶升股份</a>跌超9%,东微半岛、<a href=\"https://laohu8.com/S/002156\">通富微电</a>跌超5%。</p><p>消费电子股走弱,<a href=\"https://laohu8.com/S/300709\">精研科技</a>跌超11%,<a href=\"https://laohu8.com/S/688210\">统联精密</a>跌超10%,<a href=\"https://laohu8.com/S/06613\">蓝思科技</a>跌超9%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"HSI":"恒生指数","02007":"碧桂园","09988":"阿里巴巴-W","HSTECH":"恒生科技指数","BK4614":"Manus概念股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133209572","content_text":"港股行情港股三大指数齐涨,恒生指数涨1.19%,恒生科技指数涨1.30%,国企指数涨1.32%。盘面上,大型科技股多数走强,快手-W涨超4%,阿里巴巴-W、京东集团-SW涨3%;证券及经纪股走强,黄金股全天维持强势行情;一线城市相继落地优化限购政策,内房股大幅上涨,世茂集团、碧桂园均大涨超27%领衔上涨。另一方面,稀土概念股跌幅靠前,金力永磁跌6.67%,苹果概念股集体走弱,通达集团跌近11%;生物医药股弱势,药明合联超4%。具体来看:大型科技股多数走强,快手-W涨4.30%,阿里巴巴-W涨3.35%,京东集团-SW涨3.32%,小米集团-W涨2.65%,网易-S涨1.82%,腾讯控股涨1.54%。美团-W则下跌2.3%。内房股大涨,世茂集团、碧桂园大涨超27%,雅居乐集团涨近11%,富力地产涨近9%,融创中国涨超4%。物管股跟随上涨,和泓服务涨超23%,力高健康生活涨超14%,绿城管理控股涨超7%,华润万象生活涨超6%,世茂服务、佳源服务涨超5%,时代邻里、恒大物业、远洋服务涨超3%。互联网医疗股上涨,阿里健康涨超10%,叮当健康涨近10%,京东健康涨超6%,平安好医生涨超3%。 黄金股普涨,赤峰黄金涨超11%,山东黄金涨超7%,中国黄金国际涨近7%,灵宝黄金涨超6%,潼关黄金、紫金矿业涨超4%,招金矿业涨超3%。 证券及经纪股走强,德林控股涨超12%,广发证券涨超4%,耀才证券金融涨超3%,国泰海通、中金公司、中国银河、国泰君安国际、华泰证券跟涨。 内险股普遍上涨,云锋金融涨7.34%,友邦保险、中国平安涨超2%,中国太平、中国人寿、新华保险、中国财险跟涨。苹果概念股普跌,通达集团跌近11%,高伟电子跌超4%,蓝思科技跌超3%,鸿腾精密、舜宇光学科技跌超2%,比亚迪电子、瑞声科技、伟仕佳杰跟跌。 生物医药股普遍弱势,药明合联、诺诚健华跌超4%,金斯瑞生物科技、药明生物、复宏汉霖跌超3%,药明康德、泰格医药、再鼎医药跌超2%。个股方面:阿里健康涨幅超10%,股价创逾两年半新高,公司有望受益创新药品强劲需求。 德林控股涨超12%,公司宣布两项战略投资,此前配股筹资超6亿加码RWA布局。 阿里巴巴-W涨超3%,明日(9月10日)将在杭州西溪园区举行业务发布会,因内容处于保密状态,而引发外界广泛关注。世茂集团涨超27%,报道称世茂集团的100亿港元贷款据悉将被展期。 方达控股涨超7%,公司盈利能力迎来关键拐点,25Q2财务表现回升。 思路迪医药股份涨近20%,自主研发新一代精准核药完成首例患者给药,核药市场潜力巨大。 A股行情A股主要指数集体调整,截至收盘,沪指跌0.51%报3807点,深证成指跌1.23%,创业板指跌2.23%。盘面上,国际金价续创新高,贵金属、黄金板块爆发;房地产板块走高,银行板块活跃,电池、商业百货及化肥等板块涨幅居前。重组蛋白板块下挫,AIPC板块走低,半导体、CRO、AI眼镜及碳化硅等板块跌幅居前。具体来看:贵金属、黄金股大涨居前,晓程科技、恒邦股份、西部黄金、赤峰黄金涨停,四川黄金涨超8%。地产股走强,苏宁环球、首开股份、滨江集团等涨停,万通发展涨超6%。银行股上涨,西安银行涨超6%,浦发银行涨超3%,齐鲁银行、宁波银行涨超2%。光刻机概念股跌幅居前,海立股份跌停,电科数字、赛微电子、旭光电子、新莱应材跌超5%。半导体股大跌,中芯国际大跌超10%,晶升股份跌超9%,东微半岛、通富微电跌超5%。消费电子股走弱,精研科技跌超11%,统联精密跌超10%,蓝思科技跌超9%。","news_type":1,"symbols_score_info":{"02007":1.1,"09988":1.1,"HSI":1.1,"HSTECH":1.1}},"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":473860207550520,"gmtCreate":1756712264108,"gmtModify":1756712265448,"author":{"id":"3553637312692127","authorId":"3553637312692127","name":"钉子扎出的洞","avatar":"https://static.tigerbbs.com/1e5581c72bdb788f9ff5a860f214d1c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553637312692127","idStr":"3553637312692127"},"themes":[],"htmlText":"<a 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tg-height=\"275\"/></p><p>此前,美国联邦住房金融局(FHFA)局长、特朗普坚定盟友比尔·普尔特敦促司法部长帕姆·邦迪调查美联储理事库克的两笔房贷交易。</p><p>普尔特在8月15日致信邦迪及司法部官员埃德·马丁,称库克“伪造银行文件和房产记录以获取更优惠的贷款条件,可能构成刑法下的按揭欺诈”。他表示,库克曾在密歇根州安娜堡购买一处房产并办理贷款,并承诺将其作为主要住所至少一年,但两周后又在佐治亚州办理了另一笔房贷,同样声明将其作为主要住所。</p><p>普尔特还引用了四项刑法条款,建议邦迪调查是否存在潜在罪名。目前尚未有任何指控被提起,也不清楚邦迪是否会展开调查。</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>特朗普在社交媒体表示:美联储理事库克必须立即辞职</title>\n<style 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class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/096991103175048e8b6a9f41fde37359\" title=\"\" tg-width=\"892\" tg-height=\"275\"/></p><p>此前,美国联邦住房金融局(FHFA)局长、特朗普坚定盟友比尔·普尔特敦促司法部长帕姆·邦迪调查美联储理事库克的两笔房贷交易。</p><p>普尔特在8月15日致信邦迪及司法部官员埃德·马丁,称库克“伪造银行文件和房产记录以获取更优惠的贷款条件,可能构成刑法下的按揭欺诈”。他表示,库克曾在密歇根州安娜堡购买一处房产并办理贷款,并承诺将其作为主要住所至少一年,但两周后又在佐治亚州办理了另一笔房贷,同样声明将其作为主要住所。</p><p>普尔特还引用了四项刑法条款,建议邦迪调查是否存在潜在罪名。目前尚未有任何指控被提起,也不清楚邦迪是否会展开调查。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/558c7723e8659ecd03d14a2575d1361c","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148944224","content_text":"特朗普在社交媒体表示:美联储理事库克必须立即辞职!!!此前,美国联邦住房金融局(FHFA)局长、特朗普坚定盟友比尔·普尔特敦促司法部长帕姆·邦迪调查美联储理事库克的两笔房贷交易。普尔特在8月15日致信邦迪及司法部官员埃德·马丁,称库克“伪造银行文件和房产记录以获取更优惠的贷款条件,可能构成刑法下的按揭欺诈”。他表示,库克曾在密歇根州安娜堡购买一处房产并办理贷款,并承诺将其作为主要住所至少一年,但两周后又在佐治亚州办理了另一笔房贷,同样声明将其作为主要住所。普尔特还引用了四项刑法条款,建议邦迪调查是否存在潜在罪名。目前尚未有任何指控被提起,也不清楚邦迪是否会展开调查。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467956751867992,"gmtCreate":1755264235796,"gmtModify":1755267607967,"author":{"id":"3553637312692127","authorId":"3553637312692127","name":"钉子扎出的洞","avatar":"https://static.tigerbbs.com/1e5581c72bdb788f9ff5a860f214d1c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553637312692127","idStr":"3553637312692127"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/600383\">$金地集团(600383)$ </a>“不接受逼迫离职的恐吓!”深圳知名房企高管,被员工实名举报 近日,有消息称 金地集团华东区域员工 向集团内部发邮件实名举报 金地集团华东区域某高管的经济问题 据网传举报材料,此次员工实名举报的核心点,包括高管经济问题、国有资产处置存疑、\"一言堂\"式人事决策等。其声称,“不接受徐某静降职降薪及逼迫离职的恐吓,要求公司人力介入去留员工的能力评估,必须揭露其中饱私囊的事实。” 值得关注的是,此次员工实名举报中还透露了公司裁员等问题,直指今年7月份的一场大规模组织架构变革,因此备受市场关注。 一起关注详细消息 图片 员工实名举报公司高管 据网传举报材料—— 傅某于2016年8月1日正式加入金地集团,正值第九个年头,入职负责金地天境项目营销经理。之后陆续负责奉贤、松江等难点项目。于2019年调至区域跟随徐某静配合管理华东区域营销部各类工作事项,其间徐某静经常以各类奖励、团建等名义将费用报销至下属名下再私下转回给她,傅某称希望公司审计可介入核实相关费用真正去向。 在此之后,傅某主动申请远离该“领导”回上海公司,2020年—2023年期间操盘西虹桥虹悦湾、金地西郊风华、金地嘉源、金地嘉悦湾、金地峰汇、金地悦章,最终因金地悦章操盘失利,愿意回归平台负责上海公司大宗业务。 傅某还表示,此时徐某静为区域营销负责人不让傅某再插手管理上海大宗业务(此时傅某明确表示其有泗泾8760项目的客户,当初对外报价1.2亿,客户是愿意以1亿成交的),但是最终徐某静将泗泾8760项目以8000多万的价格成交,是否有损公司损失还请审计查证。 同时,傅某又被徐某静逼迫离开大宗业务,至嘉定项目负责报批报建工作,其间冯总认为傅某具有一定的销售、公关能力,将其调至投资并购部配合代建","listText":"<a href=\"https://laohu8.com/S/600383\">$金地集团(600383)$ </a>“不接受逼迫离职的恐吓!”深圳知名房企高管,被员工实名举报 近日,有消息称 金地集团华东区域员工 向集团内部发邮件实名举报 金地集团华东区域某高管的经济问题 据网传举报材料,此次员工实名举报的核心点,包括高管经济问题、国有资产处置存疑、\"一言堂\"式人事决策等。其声称,“不接受徐某静降职降薪及逼迫离职的恐吓,要求公司人力介入去留员工的能力评估,必须揭露其中饱私囊的事实。” 值得关注的是,此次员工实名举报中还透露了公司裁员等问题,直指今年7月份的一场大规模组织架构变革,因此备受市场关注。 一起关注详细消息 图片 员工实名举报公司高管 据网传举报材料—— 傅某于2016年8月1日正式加入金地集团,正值第九个年头,入职负责金地天境项目营销经理。之后陆续负责奉贤、松江等难点项目。于2019年调至区域跟随徐某静配合管理华东区域营销部各类工作事项,其间徐某静经常以各类奖励、团建等名义将费用报销至下属名下再私下转回给她,傅某称希望公司审计可介入核实相关费用真正去向。 在此之后,傅某主动申请远离该“领导”回上海公司,2020年—2023年期间操盘西虹桥虹悦湾、金地西郊风华、金地嘉源、金地嘉悦湾、金地峰汇、金地悦章,最终因金地悦章操盘失利,愿意回归平台负责上海公司大宗业务。 傅某还表示,此时徐某静为区域营销负责人不让傅某再插手管理上海大宗业务(此时傅某明确表示其有泗泾8760项目的客户,当初对外报价1.2亿,客户是愿意以1亿成交的),但是最终徐某静将泗泾8760项目以8000多万的价格成交,是否有损公司损失还请审计查证。 同时,傅某又被徐某静逼迫离开大宗业务,至嘉定项目负责报批报建工作,其间冯总认为傅某具有一定的销售、公关能力,将其调至投资并购部配合代建","text":"$金地集团(600383)$ “不接受逼迫离职的恐吓!”深圳知名房企高管,被员工实名举报 近日,有消息称 金地集团华东区域员工 向集团内部发邮件实名举报 金地集团华东区域某高管的经济问题 据网传举报材料,此次员工实名举报的核心点,包括高管经济问题、国有资产处置存疑、\"一言堂\"式人事决策等。其声称,“不接受徐某静降职降薪及逼迫离职的恐吓,要求公司人力介入去留员工的能力评估,必须揭露其中饱私囊的事实。” 值得关注的是,此次员工实名举报中还透露了公司裁员等问题,直指今年7月份的一场大规模组织架构变革,因此备受市场关注。 一起关注详细消息 图片 员工实名举报公司高管 据网传举报材料—— 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值得关注的是,此次员工实名举报中还透露了公司裁员等问题,直指今年7月份的一场大规模组织架构变革,因此备受市场关注。 一起关注详细消息 图片 员工实名举报公司高管 据网传举报材料—— 傅某于2016年8月1日正式加入金地集团,正值第九个年头,入职负责金地天境项目营销经理。之后陆续负责奉贤、松江等难点项目。于2019年调至区域跟随徐某静配合管理华东区域营销部各类工作事项,其间徐某静经常以各类奖励、团建等名义将费用报销至下属名下再私下转回给她,傅某称希望公司审计可介入核实相关费用真正去向。 在此之后,傅某主动申请远离该“领导”回上海公司,2020年—2023年期间操盘西虹桥虹悦湾、金地西郊风华、金地嘉源、金地嘉悦湾、金地峰汇、金地悦章,最终因金地悦章操盘失利,愿意回归平台负责上海公司大宗业务。 傅某还表示,此时徐某静为区域营销负责人不让傅某再插手管理上海大宗业务(此时傅某明确表示其有泗泾8760项目的客户,当初对外报价1.2亿,客户是愿意以1亿成交的),但是最终徐某静将泗泾8760项目以8000多万的价格成交,是否有损公司损失还请审计查证。 同时,傅某又被徐某静逼迫离开大宗业务,至嘉定项目负责报批报建工作,其间冯总认为傅某具有一定的销售、公关能力,将其调至投资并购部配合代建业务的拓展。拓展","listText":"<a href=\"https://laohu8.com/S/00535\">$金地商置(00535)$ </a>“不接受逼迫离职的恐吓!”深圳知名房企高管,被员工实名举报 近日,有消息称 金地集团华东区域员工 向集团内部发邮件实名举报 金地集团华东区域某高管的经济问题 据网传举报材料,此次员工实名举报的核心点,包括高管经济问题、国有资产处置存疑、\"一言堂\"式人事决策等。其声称,“不接受徐某静降职降薪及逼迫离职的恐吓,要求公司人力介入去留员工的能力评估,必须揭露其中饱私囊的事实。” 值得关注的是,此次员工实名举报中还透露了公司裁员等问题,直指今年7月份的一场大规模组织架构变革,因此备受市场关注。 一起关注详细消息 图片 员工实名举报公司高管 据网传举报材料—— 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三个销售接待一位看房客这就是销售火爆了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466476086776152","isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465097251573976,"gmtCreate":1754574091395,"gmtModify":1754574093242,"author":{"id":"3553637312692127","authorId":"3553637312692127","name":"钉子扎出的洞","avatar":"https://static.tigerbbs.com/1e5581c72bdb788f9ff5a860f214d1c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553637312692127","idStr":"3553637312692127"},"themes":[],"htmlText":"他如果投的是中国砖头现在内裤估计全没了","listText":"他如果投的是中国砖头现在内裤估计全没了","text":"他如果投的是中国砖头现在内裤估计全没了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/465097251573976","repostId":"2557530803","repostType":4,"repost":{"id":"2557530803","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":1754561030,"share":"https://www.laohu8.com/m/news/2557530803?lang=&edition=full","pubTime":"2025-08-07 18:03","market":"other","language":"zh","title":"孙正义押对英伟达、台积电和甲骨文!二季度狂赚48亿美元,软银盈利大超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2557530803","media":"华尔街见闻","summary":"得益于科技股估值普遍回暖尤其是英伟达股价大涨,愿景基金本季度盈利4514亿日元,推动软银净利润升至4218亿日元,是分析师平均预期的两倍多,同比扭亏为盈。","content":"<html><head></head><body><blockquote><p>得益于科技股估值普遍回暖尤其是英伟达股价大涨,愿景基金本季度盈利4514亿日元,推动软银净利润升至4218亿日元,是分析师平均预期的两倍多,同比扭亏为盈。</p></blockquote><p style=\"text-align: left;\">得益于愿景基金在AI领域的强劲收益,软银集团交出了一份远超市场预期的财报。</p><p style=\"text-align: left;\">周四,软银集团公布了截止6月30日的第一财季财务报告。财报显示,<strong>软银一季度净利润达4218亿日元(约合29亿美元),远超分析师预期的1276亿日元,连续第二个季度实现盈利,并成功扭转了去年同期的亏损局面。</strong></p><p style=\"text-align: left;\">软银旗舰投资部门愿景基金(Vision Fund)成为盈利最大驱动力,<strong>该基金本季度实现48亿美元的价值增长,为软银贡献了4514亿日元的利润。</strong></p><p style=\"text-align: left;\"><strong>这一业绩的显著改善,主要归功于科技股估值的普遍回暖,尤其是软银在英伟达的持股。</strong>财报显示,英伟达股价在当季飙升46%,为软银带来了可观的投资收益。</p><p style=\"text-align: left;\">这一成果为孙正义更大胆的AI布局提供了支持,也进一步巩固了市场对其AI战略的信心。</p><p style=\"text-align: left;\">软银日股周四收涨超1%,股价创下历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b78f618a75297f933dabf479d15a8c3f\" tg-width=\"690\" tg-height=\"470\"/></p><h2 id=\"id_3997668620\" style=\"text-align: left;\">愿景基金扭亏为盈,英伟达与台积电成关键赌注</h2><p style=\"text-align: left;\">软银愿景基金二季度表现强劲,录得4514亿日元利润,成为集团业绩的主要推动力,一扫去年同期的亏损阴霾,基金价值增长48亿美元。</p><p style=\"text-align: left;\"><strong>据软银披露,基金价值的增长得益于科技股估值的整体修复,以及部分上市和非上市投资组合公司的优异表现。</strong></p><p style=\"text-align: left;\">具体来看,上市公司的持股中,除英伟达之外的网约车公司Grab、在线汽车平台Auto1 Group SE、仓储机器人公司Symbotic等价值回升,为基金贡献了收益。</p><p style=\"text-align: left;\">在非上市资产方面,印度外卖平台Swiggy Ltd.以及其他部分印度私营企业的投资也带来了积极回报。</p><p style=\"text-align: left;\">此外,软银还通过精准的芯片股投资获得丰厚回报。</p><p style=\"text-align: left;\">软银将英伟达和台积电等半导体公司作为其核心持仓。截至3月底,<strong>软银已将其在英伟达的持股增至超过30亿美元,充分享受了后者因AI热潮而带来的股价上涨红利。</strong></p><p style=\"text-align: left;\">财报显示,来自英伟达的收益部分抵消了软银因出售T-Mobile和阿里巴巴股份而录得的投资损失。</p><h2 id=\"open-ai-ai\">“星际之门”与OpenAI,千亿级AI蓝图浮现</h2><p style=\"text-align: left;\">在盈利回升的背景下,孙正义正推进一系列规模空前的AI项目。</p><p style=\"text-align: left;\">其中最引人瞩目的是与OpenAI和甲骨文合作的“星际之门”(Stargate)项目,该计划旨在投资高达5000亿美元在美国建设数据中心和AI基础设施。</p><p style=\"text-align: left;\">此外,软银也深度参与AI龙头企业OpenAI的融资。信息显示,软银正在牵头对OpenAI一轮400亿美元的融资,并计划对其追加300亿美元投资。</p><p style=\"text-align: left;\">SMBC日兴证券分析师Satoru Kikuchi在一份报告中指出,<strong>评估软银未来的关键点在于,“星际之门”项目能否顺利推进,以及在OpenAI管理层变动的情况下,对其追加投资是否可行。</strong></p><p style=\"text-align: left;\"><strong>为了给AI战略转型准备充足的“弹药”,软银一直在剥离非核心资产。</strong></p><p style=\"text-align: left;\">继出售其在阿里巴巴和德国电信的长期持股后,软银在6月通过出售T-Mobile US Inc.的股票筹集了约48亿美元,并在8月再次出售了价值30亿美元的T-Mobile股票。</p><p style=\"text-align: left;\">这种“备粮过冬”的做法,获得了一些市场人士的认可。Alpha Binwani Capital创始人Ashwin Binwani评论称:</p><blockquote><p style=\"text-align: left;\">“我们对软银集团的长期前景持谨慎乐观态度,并认为其业务会持续扩张。我们已为波动做好了准备,并将其视为逢低买入的机会。”</p></blockquote></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\" 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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孙正义押对英伟达、台积电和甲骨文!二季度狂赚48亿美元,软银盈利大超预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-07 18:03 北京时间 <a href=https://wallstreetcn.com/articles/3752851><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>得益于科技股估值普遍回暖尤其是英伟达股价大涨,愿景基金本季度盈利4514亿日元,推动软银净利润升至4218亿日元,是分析师平均预期的两倍多,同比扭亏为盈。得益于愿景基金在AI领域的强劲收益,软银集团交出了一份远超市场预期的财报。周四,软银集团公布了截止6月30日的第一财季财务报告。财报显示,软银一季度净利润达4218亿日元(约合29亿美元),远超分析师预期的1276亿日元,连续第二个季度实现盈利,...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3752851\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/acb77b88f0e1500dd735d82182c9d65c","relate_stocks":{"NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","NVDA":"英伟达","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0882747503.HKD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (HKD) INC","ORCL":"甲骨文","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) 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天天搞砖头,超越英伟达。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456874312069176","isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335533546901552,"gmtCreate":1722953744994,"gmtModify":1722953747189,"author":{"id":"3553637312692127","authorId":"3553637312692127","name":"钉子扎出的洞","avatar":"https://static.tigerbbs.com/1e5581c72bdb788f9ff5a860f214d1c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553637312692127","authorIdStr":"3553637312692127"},"themes":[],"htmlText":"想来抄中国底的别想了中国没有底","listText":"想来抄中国底的别想了中国没有底","text":"想来抄中国底的别想了中国没有底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/335533546901552","repostId":"1123705132","repostType":4,"repost":{"id":"1123705132","kind":"news","pubTimestamp":1722949806,"share":"https://www.laohu8.com/m/news/1123705132?lang=&edition=full","pubTime":"2024-08-06 21:10","market":"hk","language":"zh","title":"出乎意料!全球股市崩盘时的“赢家”竟然是这些资产","url":"https://stock-news.laohu8.com/highlight/detail?id=1123705132","media":"智通财经网","summary":"投资者正在重新考虑哪些地方是避风港。","content":"<html><head></head><body><p>周一,全球股市暴跌,只有少数几个有弹性的市场相对未受影响。这些不同寻常的举动表明,随着交易员迅速撤出芯片股和日本股票等曾被视为不错押注的热门资产,投资者正在重新考虑哪些地方可能是最好的避风港。</p><p style=\"text-align: justify;\">以下是周一市场暴跌的一些输家与赢家:</p><p style=\"text-align: justify;\"><strong>避险情绪爆棚,但黄金却下跌</strong></p><p style=\"text-align: justify;\">随着席卷股市的震荡波及原材料市场,大宗商品周一遭受重创。然而,鉴于黄金长期以来作为避险资产的声誉,金价的下跌(现货价格一度下跌3.2%)可能会让一些人感到意外。</p><p style=\"text-align: justify;\">事实上,历史表明,在市场剧烈动荡的时期,黄金往往也会走弱,因为当资产全面下跌时,一些交易员被迫支付意外的追加保证金而减持黄金。高盛仍然非常看好黄金的前景,该公司暗示,这种情况可能在周一的交易中发挥了作用。</p><p style=\"text-align: justify;\">包括Daan Struyven在内的高盛分析师在一份报告中表示,这种贵金属可能“受到更广泛市场暴跌的负面溢出效应的影响,因为投资者会平仓黄金头寸以弥补保证金要求”,同时重申高盛预计黄金在2025年将升至每盎司2700美元的创纪录水平。</p><p style=\"text-align: justify;\"><strong>马来西亚货币林吉特</strong></p><p style=\"text-align: justify;\">虽然澳元、墨西哥比索和南非兰特等关键风险敏感货币兑美元汇率均大幅下跌,但马来西亚林吉特一度创下2015年以来最大单日涨幅,周一表现优于所有新兴市场货币。</p><p style=\"text-align: justify;\">这标志着四面楚歌的林吉特出现了巨大的逆转。今年2月,林吉特兑美元汇率曾跌至1998年以来的最低水平。随着人们对马来西亚经济增长的乐观情绪日益高涨,林吉特现在看来已准备好反弹。马来西亚第二季度GDP超过了所有分析师的预期。外国债券资金流入和技术出口的改善也推动了林吉特的走强。</p><p style=\"text-align: justify;\"><strong>中国发债主体</strong></p><p style=\"text-align: justify;\">几家中国发债人转向成本较低且相对稳定的人民币债券市场发债,而本周其他地区的市场波动极大,连美国高评级债券市场也遭遇挫折。较低的人民币计价债务融资成本正在支撑该行业。数据显示,周二,3个月期香港银行同业离岸人民币拆息(CNH Hibor)跌至2.06%,为三年多来的最低水平。</p><p style=\"text-align: justify;\">周二在离岸人民币市场,地方政府融资平台邳州市产业投资控股集团有限公司拟发行Reg S、3年期、票面利率5%、以人民币计价的高级无抵押债券。与此同时,深圳市人民政府拟在港发行多只Reg S、以人民币计价的高级无抵押债券,拟发行债券包括2年期社会债券、3年期低碳城市主题绿色债券、5年期债券和10年期可持续债券。此前,江苏润鑫城市投资集团有限公司和黄石市国有资产经营有限公司也进行了类似的交易。</p><p style=\"text-align: justify;\"><strong>蒙古股市</strong></p><p style=\"text-align: justify;\">根据彭博数据,追踪该国20家最大公司的蒙古证券交易所20强指数周一收盘上涨1%,成为亚洲唯一上涨的基准指数,也是全球四个上涨的基准指数之一(其他基准指数分别是牙买加、黑山和突尼斯)。煤炭公司Tavantolgoi Jsc和奶制品公司Suu Jsc是该指数中涨幅最大的两家公司。数据显示,自上月底以来,由原材料和消费品公司主导的蒙古股市与MSCI亚太指数的表现呈负相关。</p><p style=\"text-align: justify;\"><strong>香港地产股</strong></p><p style=\"text-align: justify;\">在恒生地产指数的11家开发商中,有9家周一上涨。商场运营商九龙仓置业(01997)是涨幅最大的成份股,涨幅超过6%,为两年多来最大涨幅。其次,新世界(00017)涨超5%,新鸿基地产(00016)涨幅达4%。鉴于香港实行盯住美元的汇率制度,美国降息速度快于预期,将使得香港这个亚洲金融中心紧随美联储步伐。更便宜的抵押贷款可能会刺激更多的购房行为,并给房地产开发商带来提振。离岸人民币汇率周一也升至去年12月以来的最高水平,暗示中国内地买家在不久的将来可能会更多地在香港购物。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>出乎意料!全球股市崩盘时的“赢家”竟然是这些资产</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出乎意料!全球股市崩盘时的“赢家”竟然是这些资产\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-06 21:10 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1160777.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周一,全球股市暴跌,只有少数几个有弹性的市场相对未受影响。这些不同寻常的举动表明,随着交易员迅速撤出芯片股和日本股票等曾被视为不错押注的热门资产,投资者正在重新考虑哪些地方可能是最好的避风港。以下是周一市场暴跌的一些输家与赢家:避险情绪爆棚,但黄金却下跌随着席卷股市的震荡波及原材料市场,大宗商品周一遭受重创。然而,鉴于黄金长期以来作为避险资产的声誉,金价的下跌(现货价格一度下跌3.2%)可能会让...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1160777.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/2578fef036607345dce47cc401e172a3","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/1160777.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1123705132","content_text":"周一,全球股市暴跌,只有少数几个有弹性的市场相对未受影响。这些不同寻常的举动表明,随着交易员迅速撤出芯片股和日本股票等曾被视为不错押注的热门资产,投资者正在重新考虑哪些地方可能是最好的避风港。以下是周一市场暴跌的一些输家与赢家:避险情绪爆棚,但黄金却下跌随着席卷股市的震荡波及原材料市场,大宗商品周一遭受重创。然而,鉴于黄金长期以来作为避险资产的声誉,金价的下跌(现货价格一度下跌3.2%)可能会让一些人感到意外。事实上,历史表明,在市场剧烈动荡的时期,黄金往往也会走弱,因为当资产全面下跌时,一些交易员被迫支付意外的追加保证金而减持黄金。高盛仍然非常看好黄金的前景,该公司暗示,这种情况可能在周一的交易中发挥了作用。包括Daan Struyven在内的高盛分析师在一份报告中表示,这种贵金属可能“受到更广泛市场暴跌的负面溢出效应的影响,因为投资者会平仓黄金头寸以弥补保证金要求”,同时重申高盛预计黄金在2025年将升至每盎司2700美元的创纪录水平。马来西亚货币林吉特虽然澳元、墨西哥比索和南非兰特等关键风险敏感货币兑美元汇率均大幅下跌,但马来西亚林吉特一度创下2015年以来最大单日涨幅,周一表现优于所有新兴市场货币。这标志着四面楚歌的林吉特出现了巨大的逆转。今年2月,林吉特兑美元汇率曾跌至1998年以来的最低水平。随着人们对马来西亚经济增长的乐观情绪日益高涨,林吉特现在看来已准备好反弹。马来西亚第二季度GDP超过了所有分析师的预期。外国债券资金流入和技术出口的改善也推动了林吉特的走强。中国发债主体几家中国发债人转向成本较低且相对稳定的人民币债券市场发债,而本周其他地区的市场波动极大,连美国高评级债券市场也遭遇挫折。较低的人民币计价债务融资成本正在支撑该行业。数据显示,周二,3个月期香港银行同业离岸人民币拆息(CNH Hibor)跌至2.06%,为三年多来的最低水平。周二在离岸人民币市场,地方政府融资平台邳州市产业投资控股集团有限公司拟发行Reg S、3年期、票面利率5%、以人民币计价的高级无抵押债券。与此同时,深圳市人民政府拟在港发行多只Reg S、以人民币计价的高级无抵押债券,拟发行债券包括2年期社会债券、3年期低碳城市主题绿色债券、5年期债券和10年期可持续债券。此前,江苏润鑫城市投资集团有限公司和黄石市国有资产经营有限公司也进行了类似的交易。蒙古股市根据彭博数据,追踪该国20家最大公司的蒙古证券交易所20强指数周一收盘上涨1%,成为亚洲唯一上涨的基准指数,也是全球四个上涨的基准指数之一(其他基准指数分别是牙买加、黑山和突尼斯)。煤炭公司Tavantolgoi Jsc和奶制品公司Suu Jsc是该指数中涨幅最大的两家公司。数据显示,自上月底以来,由原材料和消费品公司主导的蒙古股市与MSCI亚太指数的表现呈负相关。香港地产股在恒生地产指数的11家开发商中,有9家周一上涨。商场运营商九龙仓置业(01997)是涨幅最大的成份股,涨幅超过6%,为两年多来最大涨幅。其次,新世界(00017)涨超5%,新鸿基地产(00016)涨幅达4%。鉴于香港实行盯住美元的汇率制度,美国降息速度快于预期,将使得香港这个亚洲金融中心紧随美联储步伐。更便宜的抵押贷款可能会刺激更多的购房行为,并给房地产开发商带来提振。离岸人民币汇率周一也升至去年12月以来的最高水平,暗示中国内地买家在不久的将来可能会更多地在香港购物。","news_type":1,"symbols_score_info":{".DJI":1.1}},"isVote":1,"tweetType":1,"viewCount":1283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":406173277012016,"gmtCreate":1740190499110,"gmtModify":1740190502643,"author":{"id":"3553637312692127","authorId":"3553637312692127","name":"钉子扎出的洞","avatar":"https://static.tigerbbs.com/1e5581c72bdb788f9ff5a860f214d1c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553637312692127","authorIdStr":"3553637312692127"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02202\">$万科企业(02202)$ </a> 又借到42亿债券到期可以支付了,边借钱边做生意没见过吧。(。>∀<。)","listText":"<a 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