卡卡洛特里的个人主页 - 老虎社区

卡卡洛特里

卡卡洛特里

暂无个人介绍

IP属地：北京

21关注

4粉丝

1主题

0勋章

卡卡洛特里

03-20

见见

腾讯张军：QClaw正式开启全量公测

卡卡洛特里

03-20

我

抱歉，原内容已删除

卡卡洛特里

03-20

d

抱歉，原内容已删除

卡卡洛特里

03-20

我

抱歉，原内容已删除

卡卡洛特里

03-20

在

微星将推英特尔“Wildcat Lake”版Modern 16S/14S笔记本电脑

卡卡洛特里

03-18

我也

雷军：新一代SU7全系内置ETC 免费激活

卡卡洛特里

03-18

1

高盛押注美股继续演绎长期牛市! 从周期向AI龙头的风格切换即将上演

卡卡洛特里

03-18

哦

AWS销售额十年内要从1300亿到6000亿，亚马逊靠什么翻5倍？

卡卡洛特里

2024-12-09

$英伟达(NVDA)$ Dddddffccddffghhh

卡卡洛特里

2024-12-09

$英伟达(NVDA)$ Gy yyhhhhhhh

卡卡洛特里

2024-06-28

你是你心中独一无

哈哈哈哈哈我真的好喜欢这个节目的哦我们都已经看到了这个节目了不是说什么时候才

你是你心中独一无

卡卡洛特里

2024-06-28

你是一种什么样的体验。我在这里看了一下我想要看看这个节目的感觉真的是太棒了🌟🌟🌟

卡卡洛特里

2023-03-28

Asdf$商汤-W(00020)$ [开心] asdf@晚点LatePost

卡卡洛特里

2022-12-09

12312312

卡卡洛特里

2022-10-25

$海底捞(06862)$？我也想

卡卡洛特里

2022-07-25

在一起就算没有时间

不要因为我知道自己是不需要努力挣扎而不是自己想的事情的饭吃东西不要因为我知道自己是不需要努力挣扎而不是自己想的事情的饭吃东西不要因为我知道自己是不需要努力挣扎而不是自己想的事情的饭吃东西不要因为我知道自己是不需要努力挣扎而不是自己想的事情的饭吃东西

在一起就算没有时间

卡卡洛特里

2022-07-04

2022.07.04 复盘笔记 by 卡卡洛特里

@徐杨说财经，@___i____6643 @徐杨说财经tba@Allen mofti@阿里巴巴集团 @徐杨说财经l[真香] [真香] [开心] $中国生物制药(01177)$aw$中远海控(01919)$li$中国石油(601857)$

2022.07.04 复盘笔记 by 卡卡洛特里

卡卡洛特里

2022-07-04

[笑哭] @豹变TV@豹变. [白眼] [捂脸] [流泪] [白眼] Pam r。 [真香] [笑哭] [害羞] [财迷] [龇牙] [龇牙] [愤怒] @豹变

卡卡洛特里

2022-07-04

@gggg @豹变[开心] [可爱] [难过] [生气] [捂脸] [开心] [惊讶] [愤怒] [喷血] [害羞] [微笑] [害羞] [愤怒] [呆住] [捂脸] [白眼] [龇牙] lt[愤怒] [无语] [鬼脸] [微笑] [龇牙] [鬼脸] [难过] [鬼脸] [愤怒] [贱笑] [微笑] [生气] [无语] [白眼] [害羞] [呆住] [难过] [害羞] [傲娇] [财迷] [害羞] [可爱] @阿里巴巴集团i@豹变 it[财迷] [捂脸] [生气] wl[流泪] [龇牙] [白眼] [呆住] //@偷一波鸡:GG

特斯拉柏林工厂建设被德国法院叫停（德国新闻社）

卡卡洛特里

2022-07-04

$商汤-W(00020)$t

去老虎APP查看更多动态

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14:00","market":"us","language":"zh","title":"微星将推英特尔“Wildcat Lake”版Modern 16S/14S笔记本电脑","url":"https://stock-news.laohu8.com/highlight/detail?id=2620000712","media":"IT之家","summary":"IT之家 3 月 20 日消息，微星 MSI 昨日在日本东京举行了 2026 年春季笔记本电脑分享会。该企业在此次活动上不仅宣布了多款游戏本迭代型号，还公开了其采用英特尔酷睿 300 系列 \"Wildcat Lake\" 处理器的产品情况。▲ 引自：LevelUp Logy将要搭载英特尔新款入门级移动端处理器的产品为星爵 Modern 16S / 14S，其配备的处理器属于酷睿 7 序列。▲ 引自：LevelUp Logy▲ 引自：LevelUp Logy微星此次还宣布将把 Titan 18 HX、Raider 18 Max HX、Raider 16 Max HX、Crosshair 16 Max HX 的处理器升级到酷睿 Ultra 200HX Plus。","content":"<html><body><p>IT之家 3 月 20 日消息，微星 MSI 昨日在日本东京举行了 2026 年春季笔记本电脑分享会。该企业在此次活动上不仅宣布了多款游戏本迭代型号，还<strong>公开了其采用<a href=\"https://laohu8.com/S/INTC\">英特尔</a>酷睿 300 系列 \"Wildcat Lake\" 处理器的产品情况</strong>。</p><p><img src=\"https://x0.ifengimg.com/res/2026/1A461C2BEDD11BA668BD1938604B1565F4CF1163_size258_w800_h450.png\"/></p><p>▲ 引自：LevelUp Logy</p><p>将要搭载英特尔新款入门级移动端处理器的产品为星爵 Modern 16S / 14S，其配备的处理器属于酷睿 7 序列。该机型拥有 1 个 DDR5 内存插槽和 1 个 M.2 PCIe Gen4×4 NVMe 盘位，支持 1GbE LAN 和 Wi-Fi 6 WLAN。</p><p><img src=\"https://x0.ifengimg.com/res/2026/E09F192100A9FA71CDC591FE5D6E4776C1302750_size379_w800_h450.png\"/></p><p>▲ 引自：LevelUp Logy</p><p><img src=\"https://x0.ifengimg.com/res/2026/92E0A39CCE2500383F4A71645DAB8DD9AFF83FC9_size311_w800_h450.png\"/></p><p>▲ 引自：LevelUp Logy</p><p>微星此次还宣布将把 Titan 18 HX、Raider 18 Max HX、Raider 16 Max HX、Crosshair 16 Max HX 的处理器升级到酷睿 Ultra 200HX Plus。</p></body></html>","source":"fenghuang_stock","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>微星将推英特尔“Wildcat Lake”版Modern 16S/14S笔记本电脑</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微星将推英特尔“Wildcat Lake”版Modern 16S/14S笔记本电脑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-20 14:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8reCanq7Va5><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 3 月 20 日消息，微星 MSI 昨日在日本东京举行了 2026 年春季笔记本电脑分享会。该企业在此次活动上不仅宣布了多款游戏本迭代型号，还公开了其采用英特尔酷睿 300 系列 \"Wildcat Lake\" 处理器的产品情况。▲ 引自：LevelUp Logy将要搭载英特尔新款入门级移动端处理器的产品为星爵 Modern 16S / 14S，其配备的处理器属于酷睿 7 序列。该机型拥有...</p>\n\n<a href=\"https://tech.ifeng.com/c/8reCanq7Va5\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","BK4605":"半导体精选","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4141":"半导体产品","BK4579":"人工智能","BK4529":"IDC概念","BK4515":"5G概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4543":"AI","INTC":"英特尔","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","04335":"英特尔-T","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4585":"ETF&股票定投概念","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","BK4527":"明星科技股","BK4554":"元宇宙及AR概念","BK4534":"瑞士信贷持仓","BK4512":"苹果概念","INTW":"2倍做多INTC ETF-GraniteShares","BK4575":"芯片概念","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4602":"量子计算概念","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LINT":"Direxion Daily INTC Bull 2X ETF","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4550":"红杉资本持仓","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4612":"AI芯片","BK4535":"淡马锡持仓"},"source_url":"https://tech.ifeng.com/c/8reCanq7Va5","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2620000712","content_text":"IT之家 3 月 20 日消息，微星 MSI 昨日在日本东京举行了 2026 年春季笔记本电脑分享会。该企业在此次活动上不仅宣布了多款游戏本迭代型号，还公开了其采用英特尔酷睿 300 系列 \"Wildcat Lake\" 处理器的产品情况。▲ 引自：LevelUp Logy将要搭载英特尔新款入门级移动端处理器的产品为星爵 Modern 16S / 14S，其配备的处理器属于酷睿 7 序列。该机型拥有 1 个 DDR5 内存插槽和 1 个 M.2 PCIe Gen4×4 NVMe 盘位，支持 1GbE LAN 和 Wi-Fi 6 WLAN。▲ 引自：LevelUp Logy▲ 引自：LevelUp Logy微星此次还宣布将把 Titan 18 HX、Raider 18 Max HX、Raider 16 Max HX、Crosshair 16 Max HX 的处理器升级到酷睿 Ultra 200HX Plus。","news_type":1,"symbols_score_info":{"INTC":1.85,"04335":1.85,"INTW":0.6,"LINT":0.6}},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543946344379088,"gmtCreate":1773824895843,"gmtModify":1773824898084,"author":{"id":"3560490462682652","authorId":"3560490462682652","name":"卡卡洛特里","avatar":"https://static.tigerbbs.com/3c576de05eb0f0c223afca637aa5ba22","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560490462682652","authorIdStr":"3560490462682652"},"themes":[],"title":"","htmlText":"我也","listText":"我也","text":"我也","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543946344379088","repostId":"2620472235","repostType":2,"repost":{"id":"2620472235","kind":"news","pubTimestamp":1773823059,"share":"https://www.laohu8.com/m/news/2620472235?lang=zh_CN&edition=full","pubTime":"2026-03-18 16:37","market":"us","language":"zh","title":"雷军：新一代SU7全系内置ETC 免费激活","url":"https://stock-news.laohu8.com/highlight/detail?id=2620472235","media":"快科技","summary":"快科技3月18日消息，新一代小米SU7将于3月19日上市，雷军提前为其预热。雷军介绍，新一代SU7全系内置ETC，并且免费激活。据了解，小米汽车此前内置的ETC设备，开通激活需要花费50元。而在去年11月份，小米汽车宣布，从2025年11月1日起，小米汽车内置ETC激活正式调整为免费服务。至于小米ETC激活开通的步骤，也比较简单。此外，雷军还剧透称，新一代SU7，新增全车9处磁吸点位。","content":"<html><body><p>快科技3月18日消息，新一代<a href=\"https://laohu8.com/S/XIACY\">小米</a>SU7将于3月19日上市，雷军提前为其预热。</p><p>雷军介绍，<strong>新一代SU7全系内置ETC，并且免费激活。</strong></p><p><img src=\"https://x0.ifengimg.com/ucms/2026_12/79F8C817687B4679950562B3B06729569CF9E7CC_size86_w600_h347.png\"/></p><p>据了解，<a href=\"https://laohu8.com/S/01810\">小米</a>汽车此前内置的ETC设备，开通激活需要花费50元。而在去年11月份，<a href=\"https://laohu8.com/S/81810\">小米</a>汽车宣布，<strong>从2025年11月1日起，小米汽车内置ETC激活正式调整为免费服务。</strong></p><p>对于在11月1日前已付费激活的用户，将于2025年12月内陆续获得小米汽车APP 500积分的赠送（相当于50元钱）。</p><p>至于小米ETC激活开通的步骤，也比较简单。车主在中控屏下方找到“设置”按钮，点进去选“服务”-“办理ETC服务”，会跳出二维码。</p><p>然后用微信或者支付宝扫二维码，进入小程序后会自动弹出ETC蓝牙连接提示，跟随小程序指引上传身份证和行驶证，审核通过就能使用。</p><p>此外，雷军还剧透称，<strong>新一代SU7，新增全车9处磁吸点位。</strong>同时，小米汽车还为用户准备了磁吸玩偶NFC版，内置NFC芯片，只要在对应位置一贴，即可更换车机萌宠主题。</p><p><img src=\"https://x0.ifengimg.com/ucms/2026_12/C9AB38B6374D2F45249A3CE48823FED0566DEBA2_size317_w600_h482.png\"/></p><p><img src=\"https://x0.ifengimg.com/ucms/2026_12/13279C4BE1A90F98DDD34D8E4EECB706A74861E9_size365_w600_h427.png\"/></p></body></html>","source":"fenghuang_stock","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>雷军：新一代SU7全系内置ETC 免费激活</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雷军：新一代SU7全系内置ETC 免费激活\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-18 16:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8rb2oC4BRVV><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技3月18日消息，新一代小米SU7将于3月19日上市，雷军提前为其预热。雷军介绍，新一代SU7全系内置ETC，并且免费激活。据了解，小米汽车此前内置的ETC设备，开通激活需要花费50元。而在去年11月份，小米汽车宣布，从2025年11月1日起，小米汽车内置ETC激活正式调整为免费服务。对于在11月1日前已付费激活的用户，将于2025年12月内陆续获得小米汽车APP 500积分的赠送（相当于50...</p>\n\n<a href=\"https://tech.ifeng.com/c/8rb2oC4BRVV\">网页链接</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","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","BK4608":"AI应用概念股","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","BK4607":"DeepSeek概念股","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU0531970944.HKD":"HSBC GIF BRIC EQUITY \"AC\" (HKD) ACC","LU0164872284.USD":"HSBC GIF GLOBAL 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500积分的赠送（相当于50元钱）。至于小米ETC激活开通的步骤，也比较简单。车主在中控屏下方找到“设置”按钮，点进去选“服务”-“办理ETC服务”，会跳出二维码。然后用微信或者支付宝扫二维码，进入小程序后会自动弹出ETC蓝牙连接提示，跟随小程序指引上传身份证和行驶证，审核通过就能使用。此外，雷军还剧透称，新一代SU7，新增全车9处磁吸点位。同时，小米汽车还为用户准备了磁吸玩偶NFC版，内置NFC芯片，只要在对应位置一贴，即可更换车机萌宠主题。","news_type":1,"symbols_score_info":{"81810":0.6,"HXXD.SI":0.6,"MIUmain":0.6,"XIACY":1.95,"01810":1.95}},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543946024239200,"gmtCreate":1773824815395,"gmtModify":1773824817205,"author":{"id":"3560490462682652","authorId":"3560490462682652","name":"卡卡洛特里","avatar":"https://static.tigerbbs.com/3c576de05eb0f0c223afca637aa5ba22","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560490462682652","authorIdStr":"3560490462682652"},"themes":[],"title":"","htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543946024239200","repostId":"2620280315","repostType":2,"repost":{"id":"2620280315","kind":"news","pubTimestamp":1773819927,"share":"https://www.laohu8.com/m/news/2620280315?lang=zh_CN&edition=full","pubTime":"2026-03-18 15:45","market":"hk","language":"zh","title":"高盛押注美股继续演绎长期牛市! 从周期向AI龙头的风格切换即将上演","url":"https://stock-news.laohu8.com/highlight/detail?id=2620280315","media":"智通财经","summary":"在当地时间周二接受媒体采访时，斯奈德反复强调，尽管投资者们正在艰难应对新一轮全球地缘政治紧张局势，但包括美股在内的全球股票市场基本面层面的盈利增长趋势依然完好无损，并且建议策略布局从周期股转向AI超级龙头。高盛高呼标普500指数长期走势“非常健康”，建议从周期股转向“AI超级龙头”“显然，当前的不确定性非常高，”斯奈德表示。","content":"<html><head></head><body><p>3月18日，来自华尔街金融巨头<a href=\"https://laohu8.com/S/GS\">高盛</a>的首席美国股票策略师本·斯奈德(Ben Snider)在采访中表示，尽管金融市场不确定性仍然高企，<strong>美股市场基准股指之一的标普500指数以及更广泛美国股市指数在未来6到12个月的“长期牛市走势”仍然非常健康。</strong></p><p>在当地时间周二接受媒体采访时，斯奈德反复强调，尽管投资者们正在艰难应对新一轮全球地缘政治紧张局势，<strong>但包括美股在内的全球股票市场基本面层面的盈利增长趋势依然完好无损，并且建议策略布局从周期股转向AI超级龙头。</strong>此外，尽管私募市场规模不断增长，但是斯奈德认为美国公开股票市场的流动性和深度仍然在全球范围无可匹敌。他表示，鉴于今年日程上可能会有数宗大型IPO，投资者们“还不应急于否定公开股票市场”。</p><p>高盛策略师们的投资策略重心似乎正在从“追逐周期弹性”转向“回到高质量龙头，<strong>尤其是受益于AI资本开支与AI商业化前景的核心科技股”，但这不是简单粗暴地全面抛弃周期股，而是一种阶段性的风格再平衡。</strong> 高盛认为在当前阶段，与其押注高波动的周期扩散，不如优先配置能穿越波动、同时仍享受盈利上修的高质量龙头。</p><p>除了高盛之外，来自<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>的首席股票市场策略师迈克·威尔逊目前也明显属于看好美股中长期牛市曲线的看涨阵营，更准确地来说，<strong>他与来自高盛的斯奈德都在坚定押注未来6到12个月仍处于盈利扩张和长期牛市的中后阶段。</strong></p><p>此外，来自巴克莱、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、Oppenheimer以及<a href=\"https://laohu8.com/S/DB\">德意志银行</a>的华尔街顶级策略师也强调尽管短期剧烈波动仍未完结，但是倾向认可美股长期牛市逻辑仍然坚挺，<strong>巴克莱更是强调，美国股市正释放出近一年来最强烈的买入信号，该机构认为近期这轮抛售潮最糟糕的阶段可能已经过去。</strong>这些华尔街金融巨头普遍强调，美股市场强劲盈利增长趋势、散户资金流入、波动性重置以及季节性利好等积极因素即将发挥重要作用，支撑美股长期牛市。</p><p><strong>高盛高呼标普500指数长期走势“非常健康”，建议从周期股转向“AI超级龙头”</strong></p><p>“显然，当前的不确定性非常高，”斯奈德表示。“但如果我们把目光放到未来6个月、12个月，标普500指数(SP500)和更广泛美国股市的盈利增长轨迹看起来仍然非常健康。”</p><p>这位华尔街顶级策略师指出，<strong>自去年年底以来表现良好的围绕某些周期股的交易主题，其重大机遇窗口趋于关闭。</strong>尽管股票市场可选消费板块和部分工业细分板块在10月至1月期间经历了周期性加速趋势，但斯奈德认为，投资者们现在应该把目光投向别处。“我们认为，尤其是这些周期交易主题，正在进入最后期阶段，。他在采访中表示。</p><p>斯奈德建议，<strong>投资者们应从周期股、小盘股以及低质量的高贝塔股票转向基本面更加稳定且受益于AI大浪潮的大型科技公司以及AI算力领军者们。</strong>他建议转向那些“资产负债表更强劲、利润率更高”的那些受益于AI投资主题的科技公司，并指出，尽管低质量的高贝塔股票在最近几个月的剧烈波动行情中因技术交易层面带来的机遇而表现优异，但当前市场环境更青睐基本面强劲的持仓。</p><p>斯奈德强调，长期受益于AI投资热潮的大型科技巨头们以及包括<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/AVGO\">博通</a>、<a href=\"https://laohu8.com/S/MU\">美光</a>以及安费诺、Lumentum在内的全球AI算力产业链领军者们仍然是颇具有吸引力的投资细分赛道，他指出，全球范围愈发强劲的人工智能资本开支是其中一个最主要的驱动因素。</p><p>他表示，<strong>“AI资本开支(AI CapEx story)这一火爆的投资主题与叙事逻辑”一直是“近年来投资者们确信度最高，并且最具资金流入持续性的交易主题”。</strong>他反复提到AI相关支出预测被大幅上调，这将使那些从相关投资中获得利润的公司长期受益。</p><p>标普500指数在过去三年累计上涨约30万亿美元的“超级牛市行情”，很大程度由全球最大规模科技巨头们(即美股七大科技巨头)所驱动，同时也在很大程度上由那些大幅受益于全球范围AI算力基础设施超大规模投入的芯片公司们(比如美光、台积电与<a href=\"https://laohu8.com/S/600455\">博通</a>等)、存储产品三巨头(<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>与希捷)以及电力系统供应商们(比如<a href=\"https://laohu8.com/S/CEG\">Constellation</a> Energy)所强劲推动。</p><p>在华尔街巨头摩根士丹利、花旗、Loop Capital以及Wedbush看来，以AI算力硬件为核心的全球人工智能基础设施投资浪潮远远未完结，现在仅仅处于开端，在前所未有的“AI推理端算力需求风暴”推动之下，持续至2030年的这一轮全球整体AI基础设施投资浪潮规模有望高达3万亿至4万亿美元。</p><p>当模型规模、推理链路与多模态/代理式Agentic AI工作负载推动算力消耗呈指数型外扩时，<strong>科技巨头们的资本开支主线更倾向于向AI算力基础设施集中，全球投资者们可能愈发将围绕<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>TPU集群与<a href=\"https://laohu8.com/S/AMD\">AMD</a>的新品迭代与AI算力集群交付预期的“AI牛市叙事”，继续锚定为全球股市中最具确定性的景气投资叙事之一，</strong>同时也意味着电力、液冷散热系统、光互连供应链等与AI训练/推理密切相关的投资主题将跟随英伟达、AMD以及博通、台积电、美光等AI算力领军者们在中东地缘政治局势面临不确定性之际，仍继续位列股票市场最火热投资阵营。</p><p>英伟达CEO黄仁勋在北京时间3月17日凌晨的GTC大会上展现出英伟达在AI算力基础设施领域的“前所未有AI算力创收超级<a href=\"https://laohu8.com/S/600122\">宏图</a>”，<strong>他告知全球投资者们，在Blackwell架构GPU算力强劲需求以及即将量产的Vera Rubin架构AI算力体系更加炸裂式强劲需求推动之下，其在人工智能芯片领域的未来营收规模到2027年(即2025年至2027年)可能至少达到1万亿美元，</strong>远远高于上一次GTC大会抛出的到2026年实现5000亿美元AI算力基础设施蓝图。</p><p><strong>越来越多华尔街顶级策略师力挺美股长牛</strong></p><p>来自摩根士丹利的威尔逊表示，稳健盈利、宽松货币、监管放松和更支持性的财政环境正在形成共振，推动自2023年以来的美股长期牛市至少延续至年度。威尔逊补充称，<strong>虽然短期内仍不能排除美股下跌的可能性，但是本轮美股的回调基本来到尾声阶段，比如罗素3000指数中 50%的股票已经较52周高点下跌至少20%。</strong></p><p>他还表示，市场的表现“远远领先于当前显而易见的风险情绪”，并且强调今年美股的走势与去年的早期预警信号类似。然而，他预计此次美股下跌幅度将“明显小于上一年”，不过鉴于地缘政治紧张局势，剧烈波动率仍可能在短期内持续。</p><p>威尔逊表示，<strong>“在未来6到12个月仍积极看多美国股票市场”，并维持“标普500指数的年底7800点目标点位”。</strong>截至周二美股收盘，标普500指数收涨于6716.09点位。周二，标普500指数上涨0.3%，本周累计上涨1.3%，创下伊朗冲突爆发以来最佳两日表现，但是距离1月底创下的7002历史最高点仍然有显著距离。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93e0a381e559bb5089ecbd036ed1ba38\" tg-width=\"1241\" tg-height=\"537\"/></p><p>基于六个月维度的基本面修复逻辑，威尔逊的核心市场轨迹假设显示：这轮油价冲击更像霍尔木兹海峡物流受阻带来的风险溢价，而不是持久性的供给坍塌;若未来数月局势像俄乌冲突初期那样逐步稳定下来，那么美股市场将重新返回由盈利定价的牛市轨迹而非地缘风险定价。<strong>支撑他中期乐观看涨立场的重要支柱包括：市场盈利增长的扩散趋势仍在、美国相较亚洲和欧洲更具能源独立性、资本开支税收激励与居民减税能大部分对冲高油价冲击。</strong></p><p>来自<a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>的全球股票战术策略主管<a href=\"https://laohu8.com/S/300825\">阿尔特</a>曼(Alex Altmann)周二在研究报告中表示，他长期跟踪的股票择时指标(BETI)隔夜跌至-8.3，创下去年4月特朗普关税风波以来的最低水平。<strong>该指标触及了一个在历史上标志着股票“极具吸引力”的入场点。因此他选择加入华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。</strong></p><p>BETI指标整合了市场内部结构、仓位、情绪及宏观经济数据等19项输入变量，旨在识别股市的战术性拐点。历史数据显示，该指标高于+7时，预示未来回报不佳;低于-7时，则对应股市反弹的有利环境。巴克莱数据显示，自2015年以来，<strong>当该指标落在-8至-7区间时，标普500指数随后42天的平均回报率达6.6%，胜率高达92%;基于38次观测样本，同期中位数回报率为5.1%</strong>。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛押注美股继续演绎长期牛市! 从周期向AI龙头的风格切换即将上演</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高盛押注美股继续演绎长期牛市! 从周期向AI龙头的风格切换即将上演\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-18 15:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1415350.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月18日，来自华尔街金融巨头高盛的首席美国股票策略师本·斯奈德(Ben Snider)在采访中表示，尽管金融市场不确定性仍然高企，美股市场基准股指之一的标普500指数以及更广泛美国股市指数在未来6到12个月的“长期牛市走势”仍然非常健康。在当地时间周二接受媒体采访时，斯奈德反复强调，尽管投资者们正在艰难应对新一轮全球地缘政治紧张局势，但包括美股在内的全球股票市场基本面层面的盈利增长趋势依然...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1415350.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC",".SPX":"S&P 500 Index","NDX":"纳斯达克100指数","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","LU0251142724.SGD":"Fidelity America A-SGD","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","BK4550":"红杉资本持仓","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","BK4588":"碎股","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) 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GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC",".IXIC":"NASDAQ Composite","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","BK4504":"桥水持仓"},"source_url":"http://www.zhitongcaijing.com/content/detail/1415350.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2620280315","content_text":"3月18日，来自华尔街金融巨头高盛的首席美国股票策略师本·斯奈德(Ben Snider)在采访中表示，尽管金融市场不确定性仍然高企，美股市场基准股指之一的标普500指数以及更广泛美国股市指数在未来6到12个月的“长期牛市走势”仍然非常健康。在当地时间周二接受媒体采访时，斯奈德反复强调，尽管投资者们正在艰难应对新一轮全球地缘政治紧张局势，但包括美股在内的全球股票市场基本面层面的盈利增长趋势依然完好无损，并且建议策略布局从周期股转向AI超级龙头。此外，尽管私募市场规模不断增长，但是斯奈德认为美国公开股票市场的流动性和深度仍然在全球范围无可匹敌。他表示，鉴于今年日程上可能会有数宗大型IPO，投资者们“还不应急于否定公开股票市场”。高盛策略师们的投资策略重心似乎正在从“追逐周期弹性”转向“回到高质量龙头，尤其是受益于AI资本开支与AI商业化前景的核心科技股”，但这不是简单粗暴地全面抛弃周期股，而是一种阶段性的风格再平衡。 高盛认为在当前阶段，与其押注高波动的周期扩散，不如优先配置能穿越波动、同时仍享受盈利上修的高质量龙头。除了高盛之外，来自摩根士丹利的首席股票市场策略师迈克·威尔逊目前也明显属于看好美股中长期牛市曲线的看涨阵营，更准确地来说，他与来自高盛的斯奈德都在坚定押注未来6到12个月仍处于盈利扩张和长期牛市的中后阶段。此外，来自巴克莱、摩根大通、Oppenheimer以及德意志银行的华尔街顶级策略师也强调尽管短期剧烈波动仍未完结，但是倾向认可美股长期牛市逻辑仍然坚挺，巴克莱更是强调，美国股市正释放出近一年来最强烈的买入信号，该机构认为近期这轮抛售潮最糟糕的阶段可能已经过去。这些华尔街金融巨头普遍强调，美股市场强劲盈利增长趋势、散户资金流入、波动性重置以及季节性利好等积极因素即将发挥重要作用，支撑美股长期牛市。高盛高呼标普500指数长期走势“非常健康”，建议从周期股转向“AI超级龙头”“显然，当前的不确定性非常高，”斯奈德表示。“但如果我们把目光放到未来6个月、12个月，标普500指数(SP500)和更广泛美国股市的盈利增长轨迹看起来仍然非常健康。”这位华尔街顶级策略师指出，自去年年底以来表现良好的围绕某些周期股的交易主题，其重大机遇窗口趋于关闭。尽管股票市场可选消费板块和部分工业细分板块在10月至1月期间经历了周期性加速趋势，但斯奈德认为，投资者们现在应该把目光投向别处。“我们认为，尤其是这些周期交易主题，正在进入最后期阶段，。他在采访中表示。斯奈德建议，投资者们应从周期股、小盘股以及低质量的高贝塔股票转向基本面更加稳定且受益于AI大浪潮的大型科技公司以及AI算力领军者们。他建议转向那些“资产负债表更强劲、利润率更高”的那些受益于AI投资主题的科技公司，并指出，尽管低质量的高贝塔股票在最近几个月的剧烈波动行情中因技术交易层面带来的机遇而表现优异，但当前市场环境更青睐基本面强劲的持仓。斯奈德强调，长期受益于AI投资热潮的大型科技巨头们以及包括台积电、博通、美光以及安费诺、Lumentum在内的全球AI算力产业链领军者们仍然是颇具有吸引力的投资细分赛道，他指出，全球范围愈发强劲的人工智能资本开支是其中一个最主要的驱动因素。他表示，“AI资本开支(AI CapEx story)这一火爆的投资主题与叙事逻辑”一直是“近年来投资者们确信度最高，并且最具资金流入持续性的交易主题”。他反复提到AI相关支出预测被大幅上调，这将使那些从相关投资中获得利润的公司长期受益。标普500指数在过去三年累计上涨约30万亿美元的“超级牛市行情”，很大程度由全球最大规模科技巨头们(即美股七大科技巨头)所驱动，同时也在很大程度上由那些大幅受益于全球范围AI算力基础设施超大规模投入的芯片公司们(比如美光、台积电与博通等)、存储产品三巨头(闪迪、西部数据与希捷)以及电力系统供应商们(比如Constellation Energy)所强劲推动。在华尔街巨头摩根士丹利、花旗、Loop Capital以及Wedbush看来，以AI算力硬件为核心的全球人工智能基础设施投资浪潮远远未完结，现在仅仅处于开端，在前所未有的“AI推理端算力需求风暴”推动之下，持续至2030年的这一轮全球整体AI基础设施投资浪潮规模有望高达3万亿至4万亿美元。当模型规模、推理链路与多模态/代理式Agentic AI工作负载推动算力消耗呈指数型外扩时，科技巨头们的资本开支主线更倾向于向AI算力基础设施集中，全球投资者们可能愈发将围绕英伟达、谷歌TPU集群与AMD的新品迭代与AI算力集群交付预期的“AI牛市叙事”，继续锚定为全球股市中最具确定性的景气投资叙事之一，同时也意味着电力、液冷散热系统、光互连供应链等与AI训练/推理密切相关的投资主题将跟随英伟达、AMD以及博通、台积电、美光等AI算力领军者们在中东地缘政治局势面临不确定性之际，仍继续位列股票市场最火热投资阵营。英伟达CEO黄仁勋在北京时间3月17日凌晨的GTC大会上展现出英伟达在AI算力基础设施领域的“前所未有AI算力创收超级宏图”，他告知全球投资者们，在Blackwell架构GPU算力强劲需求以及即将量产的Vera Rubin架构AI算力体系更加炸裂式强劲需求推动之下，其在人工智能芯片领域的未来营收规模到2027年(即2025年至2027年)可能至少达到1万亿美元，远远高于上一次GTC大会抛出的到2026年实现5000亿美元AI算力基础设施蓝图。越来越多华尔街顶级策略师力挺美股长牛来自摩根士丹利的威尔逊表示，稳健盈利、宽松货币、监管放松和更支持性的财政环境正在形成共振，推动自2023年以来的美股长期牛市至少延续至年度。威尔逊补充称，虽然短期内仍不能排除美股下跌的可能性，但是本轮美股的回调基本来到尾声阶段，比如罗素3000指数中 50%的股票已经较52周高点下跌至少20%。他还表示，市场的表现“远远领先于当前显而易见的风险情绪”，并且强调今年美股的走势与去年的早期预警信号类似。然而，他预计此次美股下跌幅度将“明显小于上一年”，不过鉴于地缘政治紧张局势，剧烈波动率仍可能在短期内持续。威尔逊表示，“在未来6到12个月仍积极看多美国股票市场”，并维持“标普500指数的年底7800点目标点位”。截至周二美股收盘，标普500指数收涨于6716.09点位。周二，标普500指数上涨0.3%，本周累计上涨1.3%，创下伊朗冲突爆发以来最佳两日表现，但是距离1月底创下的7002历史最高点仍然有显著距离。基于六个月维度的基本面修复逻辑，威尔逊的核心市场轨迹假设显示：这轮油价冲击更像霍尔木兹海峡物流受阻带来的风险溢价，而不是持久性的供给坍塌;若未来数月局势像俄乌冲突初期那样逐步稳定下来，那么美股市场将重新返回由盈利定价的牛市轨迹而非地缘风险定价。支撑他中期乐观看涨立场的重要支柱包括：市场盈利增长的扩散趋势仍在、美国相较亚洲和欧洲更具能源独立性、资本开支税收激励与居民减税能大部分对冲高油价冲击。来自巴克莱银行的全球股票战术策略主管阿尔特曼(Alex Altmann)周二在研究报告中表示，他长期跟踪的股票择时指标(BETI)隔夜跌至-8.3，创下去年4月特朗普关税风波以来的最低水平。该指标触及了一个在历史上标志着股票“极具吸引力”的入场点。因此他选择加入华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。BETI指标整合了市场内部结构、仓位、情绪及宏观经济数据等19项输入变量，旨在识别股市的战术性拐点。历史数据显示，该指标高于+7时，预示未来回报不佳;低于-7时，则对应股市反弹的有利环境。巴克莱数据显示，自2015年以来，当该指标落在-8至-7区间时，标普500指数随后42天的平均回报率达6.6%，胜率高达92%;基于38次观测样本，同期中位数回报率为5.1%。","news_type":1,"symbols_score_info":{"NDX":2,"MNQ2603":2,".DJI":2,"NQmain":2,".IXIC":2,".SPX":2,"MNQ2612":2,"ESmain":2,"YMmain":2,"MNQmain":2}},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":543945835771712,"gmtCreate":1773824783660,"gmtModify":1773824786083,"author":{"id":"3560490462682652","authorId":"3560490462682652","name":"卡卡洛特里","avatar":"https://static.tigerbbs.com/3c576de05eb0f0c223afca637aa5ba22","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560490462682652","authorIdStr":"3560490462682652"},"themes":[],"title":"","htmlText":"哦","listText":"哦","text":"哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543945835771712","repostId":"1180886208","repostType":4,"repost":{"id":"1180886208","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":1773823608,"share":"https://www.laohu8.com/m/news/1180886208?lang=zh_CN&edition=full","pubTime":"2026-03-18 16:46","market":"us","language":"zh","title":"AWS销售额十年内要从1300亿到6000亿，亚马逊靠什么翻5倍？","url":"https://stock-news.laohu8.com/highlight/detail?id=1180886208","media":"老虎资讯综合","summary":"亚马逊CEO Andy Jassy近日在全员会议上放出豪言：受AI需求驱动，AWS的年销售额运行率有望在未来十年内达到6000亿美元，而2025年这一数字约为1300亿美元。AWS目前已是全球云基础设施龙头，但要在十年内将营收规模扩大近5倍，意味着年均复合增长率需接近17%。OpenAI最近与AWS达成协议，将向美国政府雇员提供AI服务，涵盖机密和非机密工作。这一合作不仅带来直接收入，更强化了AWS在主权AI领域的地位。","content":"<html><head></head><body><p style=\"text-align: start;\">亚马逊CEO Andy Jassy近日在全员会议上放出豪言：<strong>受AI需求驱动，AWS的年销售额运行率有望在未来十年内达到6000亿美元，而2025年这一数字约为1300亿美元。</strong>据路透报道，Jassy并未详述实现路径，但市场普遍认为，他与OpenAI、Anthropic的深度绑定是关键筹码。</p><h3 id=\"id_769147039\">十年增长近五倍，底气在哪？</h3><p style=\"text-align: start;\">AWS目前已是全球云基础设施龙头，但要在十年内将营收规模扩大近5倍，意味着年均复合增长率需接近17%。这一目标并非空中楼阁——AI工作负载正成为云厂商最强劲的增长引擎。Jassy的乐观很大程度上源于AWS与顶级AI实验室的独家合作：OpenAI已承诺未来八年在其云服务器上投入近1400亿美元，而Anthropic的年收入运行率正以快于OpenAI的速度攀升，双方关系同样紧密。</p><h3 id=\"id_1662095035\">OpenAI、Anthropic成最大“金主”</h3><p style=\"text-align: start;\">AWS在AI浪潮初期一度落后，让微软Azure借OpenAI、谷歌云借DeepMind和Gemini抢得先机。但近一年来，亚马逊通过投资和技术整合迅速扳回一局。除了OpenAI的千亿级合同，Anthropic也将大量训练负载部署在AWS上。两大明星初创公司的“算力饥渴”，直接转化为AWS的长期收入保障，也为其百万级企业客户提供了最前沿的AI能力入口。</p><h3 id=\"id_2975947925\">起步虽慢，但后发优势显现</h3><p style=\"text-align: start;\">尽管AWS的AI服务推出时间晚于竞品，但其庞大的现有客户群和完整的工具链让后来者不容小觑。随着企业从模型训练转向应用落地，AWS的SageMaker、Bedrock等平台正快速渗透。Jassy的底气还在于，AWS的基础设施规模与运营效率仍是行业标杆，这使其能以更低成本满足超大规模算力需求。</p><h3 id=\"id_2320489035\">政府订单加持，AWS再下一城</h3><p style=\"text-align: start;\">除商业市场外，AWS也在拓展公共部门。OpenAI最近与AWS达成协议，将向美国政府雇员提供AI服务，涵盖机密和非机密工作。这意味着OpenAI将有能力支持五角大楼的项目，而AWS作为底层基础设施提供方，自然分得一杯羹。这一合作不仅带来直接收入，更强化了AWS在主权AI领域的地位。</p><p style=\"text-align: start;\">十年6000亿美元的目标能否实现，取决于AI技术迭代速度、客户采用率以及竞争格局。但可以肯定的是，AWS正将筹码押在AI这条赛道上，而OpenAI和Anthropic则是它最重的赌注。</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\" 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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\">\nAWS销售额十年内要从1300亿到6000亿，亚马逊靠什么翻5倍？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-03-18 16:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">亚马逊CEO Andy Jassy近日在全员会议上放出豪言：<strong>受AI需求驱动，AWS的年销售额运行率有望在未来十年内达到6000亿美元，而2025年这一数字约为1300亿美元。</strong>据路透报道，Jassy并未详述实现路径，但市场普遍认为，他与OpenAI、Anthropic的深度绑定是关键筹码。</p><h3 id=\"id_769147039\">十年增长近五倍，底气在哪？</h3><p style=\"text-align: start;\">AWS目前已是全球云基础设施龙头，但要在十年内将营收规模扩大近5倍，意味着年均复合增长率需接近17%。这一目标并非空中楼阁——AI工作负载正成为云厂商最强劲的增长引擎。Jassy的乐观很大程度上源于AWS与顶级AI实验室的独家合作：OpenAI已承诺未来八年在其云服务器上投入近1400亿美元，而Anthropic的年收入运行率正以快于OpenAI的速度攀升，双方关系同样紧密。</p><h3 id=\"id_1662095035\">OpenAI、Anthropic成最大“金主”</h3><p style=\"text-align: start;\">AWS在AI浪潮初期一度落后，让微软Azure借OpenAI、谷歌云借DeepMind和Gemini抢得先机。但近一年来，亚马逊通过投资和技术整合迅速扳回一局。除了OpenAI的千亿级合同，Anthropic也将大量训练负载部署在AWS上。两大明星初创公司的“算力饥渴”，直接转化为AWS的长期收入保障，也为其百万级企业客户提供了最前沿的AI能力入口。</p><h3 id=\"id_2975947925\">起步虽慢，但后发优势显现</h3><p style=\"text-align: start;\">尽管AWS的AI服务推出时间晚于竞品，但其庞大的现有客户群和完整的工具链让后来者不容小觑。随着企业从模型训练转向应用落地，AWS的SageMaker、Bedrock等平台正快速渗透。Jassy的底气还在于，AWS的基础设施规模与运营效率仍是行业标杆，这使其能以更低成本满足超大规模算力需求。</p><h3 id=\"id_2320489035\">政府订单加持，AWS再下一城</h3><p style=\"text-align: start;\">除商业市场外，AWS也在拓展公共部门。OpenAI最近与AWS达成协议，将向美国政府雇员提供AI服务，涵盖机密和非机密工作。这意味着OpenAI将有能力支持五角大楼的项目，而AWS作为底层基础设施提供方，自然分得一杯羹。这一合作不仅带来直接收入，更强化了AWS在主权AI领域的地位。</p><p style=\"text-align: start;\">十年6000亿美元的目标能否实现，取决于AI技术迭代速度、客户采用率以及竞争格局。但可以肯定的是，AWS正将筹码押在AI这条赛道上，而OpenAI和Anthropic则是它最重的赌注。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3473f757d00eee50292777a0505620c4","relate_stocks":{"AMZN":"亚马逊","AMZZ":"2倍做多AMZN ETF-GraniteShares","AMZU":"2倍做多AMZN 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Jassy近日在全员会议上放出豪言：受AI需求驱动，AWS的年销售额运行率有望在未来十年内达到6000亿美元，而2025年这一数字约为1300亿美元。据路透报道，Jassy并未详述实现路径，但市场普遍认为，他与OpenAI、Anthropic的深度绑定是关键筹码。十年增长近五倍，底气在哪？AWS目前已是全球云基础设施龙头，但要在十年内将营收规模扩大近5倍，意味着年均复合增长率需接近17%。这一目标并非空中楼阁——AI工作负载正成为云厂商最强劲的增长引擎。Jassy的乐观很大程度上源于AWS与顶级AI实验室的独家合作：OpenAI已承诺未来八年在其云服务器上投入近1400亿美元，而Anthropic的年收入运行率正以快于OpenAI的速度攀升，双方关系同样紧密。OpenAI、Anthropic成最大“金主”AWS在AI浪潮初期一度落后，让微软Azure借OpenAI、谷歌云借DeepMind和Gemini抢得先机。但近一年来，亚马逊通过投资和技术整合迅速扳回一局。除了OpenAI的千亿级合同，Anthropic也将大量训练负载部署在AWS上。两大明星初创公司的“算力饥渴”，直接转化为AWS的长期收入保障，也为其百万级企业客户提供了最前沿的AI能力入口。起步虽慢，但后发优势显现尽管AWS的AI服务推出时间晚于竞品，但其庞大的现有客户群和完整的工具链让后来者不容小觑。随着企业从模型训练转向应用落地，AWS的SageMaker、Bedrock等平台正快速渗透。Jassy的底气还在于，AWS的基础设施规模与运营效率仍是行业标杆，这使其能以更低成本满足超大规模算力需求。政府订单加持，AWS再下一城除商业市场外，AWS也在拓展公共部门。OpenAI最近与AWS达成协议，将向美国政府雇员提供AI服务，涵盖机密和非机密工作。这意味着OpenAI将有能力支持五角大楼的项目，而AWS作为底层基础设施提供方，自然分得一杯羹。这一合作不仅带来直接收入，更强化了AWS在主权AI领域的地位。十年6000亿美元的目标能否实现，取决于AI技术迭代速度、客户采用率以及竞争格局。但可以肯定的是，AWS正将筹码押在AI这条赛道上，而OpenAI和Anthropic则是它最重的赌注。","news_type":1,"symbols_score_info":{"AMZU":2,"AMZZ":2,"AMZY":2,"AMZD":2,"AMZN":2}},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":379793283793128,"gmtCreate":1733748440578,"gmtModify":1733748442085,"author":{"id":"3560490462682652","authorId":"3560490462682652","name":"卡卡洛特里","avatar":"https://static.tigerbbs.com/3c576de05eb0f0c223afca637aa5ba22","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560490462682652","authorIdStr":"3560490462682652"},"themes":[],"htmlText":"<a 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19:39","market":"hk","language":"zh","title":"双11增速不再惊喜，但阿里不动声色","url":"https://stock-news.laohu8.com/highlight/detail?id=2182509586","media":"美股研究社","summary":"虽然今年的双11依旧热闹，但少了战报的刷屏，似乎还让人不太习惯。\n“卡点”式的GMV报告不再是主角。虽然还有重点数据的披露，但新的因素成为了电商的主要声音，比如这次天猫单独发布了中小品牌的销售增长情况","content":"<p>虽然今年的双11依旧热闹，但少了战报的刷屏，似乎还让人不太习惯。</p>\n<p>“卡点”式的GMV报告不再是主角。虽然还有重点数据的披露，但新的因素成为了电商的主要声音，比如这次天猫单独发布了中小品牌的销售增长情况。</p>\n<p>这一次双11变化背后，外界该如何看待平台变化背后的深意？</p>\n<p><b>GMV数字背后</b></p>\n<p>今年电商平台双11，告别了GMV大屏，告别了实时成交额数据。直到12日凌晨，天猫才宣布，截至11月12日零点，2021年天猫双11最终交易额定格在5403亿元，同比增长8.45%。</p>\n<p>这并不是一个令人惊喜的数字。但有意思的是，阿里这次在公布双11相关情况时表现得十分坦然。虽然外界对于淡化GMV数字早有预期，但今年电商平台对于GMV默契的淡化，尤其是阿里坦然的态度，还是引发行业的关注。外界关注的问题有两方面：</p>\n<p><b>·</b>今年双11的GMV增速对阿里而言重要程度如何，以至于它不为数据动声色？</p>\n<p><b>·</b>今年双11的GMV增速放缓，外界该如何客观看待？</p>\n<p>要解答这两个问题，就需要研判这次双11的GMV增速是否会影响外界对于阿里基本面的判断。这需要从两个方面来看。</p>\n<p>一方面，2020年双11的成交额已经高达4982亿，如此大的体量下，今年能获得增长尚属不易；就算增长，分母太大，增长率也很难再体现实际增长情况。</p>\n<p>更重要的是，2020年的第一季度和第二季度，由于疫情导致消费者大多居家、复工复产进度有限等因素，消费市场转冷。但到了第三乃至第四季度，疫情影响减弱，被压抑了半年的消费市场迅速回暖，造就了上半年秋意萧瑟、下半年春暖花开的两重天态势。</p>\n<p>这种情况早已反映在了国家统计局的数据中。国家统计局的宏观经济数据表明，自Q2开始，网上实物消费的增长就跌到了个位数——”异军突起“的2020年双11，让今年Q2后各种数据的“同比增长”变得反常起来。</p>\n<p>因此，去年同期的社会零售增长情况是一个异常的个例。今年双11的GMV增速虽说是放缓，但刨去异常反弹的高基数影响后，今年双11的亮点依旧不少。比如诸多品牌跳跃式发展，78个去年双11成交额千万级的品牌，今年突破了1亿元大关。</p>\n<p>仅以GMV来评判今年双11，已经不再合适。当外界跳出数据的桎梏，审视市场大势时，隐藏在双11背后的一些关于消费的基础规则，已经显露出不可忽视的一角。</p>\n<p><b>购物节的发展史，也是消费市场变革史</b></p>\n<p>市场或是平台，不论何种角色，他们曾经都对双十一战报和GMV的热切关注，无非源于“增长能解决大多数问题”的认知。但消费市场经过这么多年的萌发、冲撞、再融合暴露出的规则是，消费既不可能无限增长，也不可能反映乃至解决所有问题，更不是平台应该倾力追求的唯一目标。</p>\n<p>尤其是快速发展的电商业在近年来不断迈入新的阶段，各个阶段有着不同的挑战，仅以数字论英雄，已经很难再跟上电商的发展进度。</p>\n<p>双11并不是只有数字。透过双11的发展史，我们发现，双11一路走来，恰恰反映了国内消费市场变迁的活动：</p>\n<p>·2009年，双11的GMV实现“0”的突破，27个品牌参与背后，是电商野蛮发展期开启的前奏；</p>\n<p>·2012年，GMV突破100亿，淘宝商城更名天猫，看到移动电商潜力的商家和品牌开始批量进场，国内主流消费者开始快速接受新业态；</p>\n<p>·2014年，GMV首破500亿，移动互联网爆发式发展，电商伴随着早一年成立的菜鸟物流走进千家万户，消费市场发生了深刻变革；</p>\n<p>·2016年，双11单日GMV突破1000亿，它逐渐成为消费者习以为常的潮流，即使是下沉市场也能享受到优惠红利；</p>\n<p>·2018年，首破2000亿，2020年，4982亿，2021年，5403亿。</p>\n<p>如今，凡是电商消费者，有谁不识双11？</p>\n<p>越是深入普通人的生活，双11反而越显平实，因为双11已经成为其生活的一部分。而在商家端，堪称天量的GMV水平背后，更是商家和品牌的不断尝试，当他们持续聚焦消费者不断迸发的新需求时，国内零售业也在这些年的双11中不断得到进化。</p>\n<p>然而，增量时代不可能一直持续下去。时间走到今天，时代的齿轮再次运转，大量线索共同指向了电商增量时代的结束：</p>\n<p>·商务部披露的网络零售市场规模增长率方面，2018年是23.9%，2019年是16.5%，2020年是10.9%，电商市场大盘可能逐步见顶；</p>\n<p>·国家统计局的数据指出，2021年前3个季度，我国社会消费品零售线上化率在30%左右波动，电商渗透率趋于稳定，线上消费短期看到极限；</p>\n<p>·1亿60岁以上银发人群在线上购物的渗透率达到了40%，购物软件纷纷推出“适老版”或者长辈模式，虽然还有细分需求，但消费者侧很难再有新鲜血液；</p>\n<p>这也将电商零售推向了新的十字路口。消费者的数量是有限的，需求是有限的，消费能力是有天花板的。这是早晚会到来的一天，与其强求，不如接受，阿里的态度正是如此——淡化GMV，坦然面对，并尝试寻求新阶段的发展方向。</p>\n<p>毕竟，强行拉数据，只会带来不良影响。</p>\n<p>如果用户侧总量不变，GMV要大幅拉升，那将走进消费主义的死胡同，这有可能引发超前消费等社会性问题。在这种时刻，平台们如果继续推崇唯GMV论，会最终从商家端传导至消费者端，不但会失去经营的初心，走向唯“财”是举的歧路，而且还会使为商家和消费者服务的平台异化，破坏行业生态。</p>\n<p>平台必须承担起更大的社会责任。作为从电商刀耕火种时代走来的玩家，阿里经历过更多变化，也在不断拥抱变化。在这样的历史新阶段，寻求商业与社会价值的共生点，不仅对于商业社会，乃至全社会都有着重要意义。</p>\n<p><b>阿里求质增长，拥抱商家走向下一程</b></p>\n<p>回到开头的一个细节，11月12日凌晨，天猫公布了部分销售数据，特地提及了”698个去年双11成交额超过百万的中小品牌，今年销售额突破了千万“。今年共有29万商家参加天猫双11，新商家和中小商家比例占65%，有史以来最高，有7万商家是首次参加双11。从中，我们品到了一些不一样的意味。</p>\n<p>众所周知，双11不仅仅是大品牌的狂欢，更是中小品牌突破重围，寻求跨越式发展的机会。但一些现实性问题，成了中小商家的拦路虎。一方面，面对行业内的成熟玩家，普通商家缺乏相应的资源，另一方面，他们对平台打法的理解不深，诸如在增加复购、经营私域等重要问题上，他们缺乏方法论。这不仅体现在双11这一个大考时间节点，也是长期经营中，商家普遍面临的痛点。</p>\n<p>阿里若想寻求高质量发展，优化平台生态，就需要感知这些细微的需求。恰逢双11，这是一次绝佳的锻炼机会。当阿里重点放在回归经营本质时，很多动作就变得顺理成章。</p>\n<p>此前阿里在财报中就透露，2022财年的工作重点是为商家”降本增效“。今年以来，阿里为此做了非常多的幕后工作：生意参谋标准版免费，天猫新增入驻试运营期，淘宝在多地设立实体商家运营中心，对面向商家的万象服务大厅进行了系列改造等等。这些措施让更多的商家解决了经营问题，为平台健康生态的构建提供了力量。</p>\n<p>这或许就是今年阿里双11的重中之重：一个健康的生态系统，就应该让大树和小草都能活得滋润。曾经求量，如今求质，商家们发展好了，阿里的立身之本也就更加坚实。</p>\n<p>这也可以理解，为什么当GMV增速放缓，阿里态度依旧坦然——这家聚焦长期的公司，已经不再将发展重心放在了求量上，增长率多少，自然也不再重要。</p>\n<p>回望2009年，天猫双11首次亮相取得5200万成交额时，阿里就已经明确，对待电商这个未来趋势，需要长期投入。</p>\n<p>这才有了后来双11的一次次进步。长期投入，体现了阿里的战略定力。无论双11的GMV增速走势如何，电商天花板这一说法有多不讨喜，电商行业又走进了怎样的新常态，阿里始终看到更前一步的落脚点，并为之做好准备。</p>\n<p>关于商业的需求会消失吗？当然不会。那么，始终面向未来做长期规划的阿里，手里有技术、策略、生态这些”粮“，心里自然不慌，也不需要慌。阿里践行高质量的可持续发展，必然为商家、为消费者、为平台自身创造更长远的价值。</p>\n<p><b>结语</b></p>\n<p>阿里泰然处之，不是说双11不再重要，而是在于GMV数字早已不再能说明双11的真正价值。当行业进入新常态，拥抱新常态，寻求稳健增长之下的高质量增长，才是解题之法。</p>","source":"tencent","collect":0,"html":"<!DOCTYPE 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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双11增速不再惊喜，但阿里不动声色\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-12 19:39 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111121400287c53e76b&s=b><strong>美股研究社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>虽然今年的双11依旧热闹，但少了战报的刷屏，似乎还让人不太习惯。\n“卡点”式的GMV报告不再是主角。虽然还有重点数据的披露，但新的因素成为了电商的主要声音，比如这次天猫单独发布了中小品牌的销售增长情况。\n这一次双11变化背后，外界该如何看待平台变化背后的深意？\nGMV数字背后\n今年电商平台双11，告别了GMV大屏，告别了实时成交额数据。直到12日凌晨，天猫才宣布，截至11月12日零点，2021年...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111121400287c53e76b&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7204a2029d9e0bbd0cfca057bd4457e","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111121400287c53e76b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2182509586","content_text":"虽然今年的双11依旧热闹，但少了战报的刷屏，似乎还让人不太习惯。\n“卡点”式的GMV报告不再是主角。虽然还有重点数据的披露，但新的因素成为了电商的主要声音，比如这次天猫单独发布了中小品牌的销售增长情况。\n这一次双11变化背后，外界该如何看待平台变化背后的深意？\nGMV数字背后\n今年电商平台双11，告别了GMV大屏，告别了实时成交额数据。直到12日凌晨，天猫才宣布，截至11月12日零点，2021年天猫双11最终交易额定格在5403亿元，同比增长8.45%。\n这并不是一个令人惊喜的数字。但有意思的是，阿里这次在公布双11相关情况时表现得十分坦然。虽然外界对于淡化GMV数字早有预期，但今年电商平台对于GMV默契的淡化，尤其是阿里坦然的态度，还是引发行业的关注。外界关注的问题有两方面：\n·今年双11的GMV增速对阿里而言重要程度如何，以至于它不为数据动声色？\n·今年双11的GMV增速放缓，外界该如何客观看待？\n要解答这两个问题，就需要研判这次双11的GMV增速是否会影响外界对于阿里基本面的判断。这需要从两个方面来看。\n一方面，2020年双11的成交额已经高达4982亿，如此大的体量下，今年能获得增长尚属不易；就算增长，分母太大，增长率也很难再体现实际增长情况。\n更重要的是，2020年的第一季度和第二季度，由于疫情导致消费者大多居家、复工复产进度有限等因素，消费市场转冷。但到了第三乃至第四季度，疫情影响减弱，被压抑了半年的消费市场迅速回暖，造就了上半年秋意萧瑟、下半年春暖花开的两重天态势。\n这种情况早已反映在了国家统计局的数据中。国家统计局的宏观经济数据表明，自Q2开始，网上实物消费的增长就跌到了个位数——”异军突起“的2020年双11，让今年Q2后各种数据的“同比增长”变得反常起来。\n因此，去年同期的社会零售增长情况是一个异常的个例。今年双11的GMV增速虽说是放缓，但刨去异常反弹的高基数影响后，今年双11的亮点依旧不少。比如诸多品牌跳跃式发展，78个去年双11成交额千万级的品牌，今年突破了1亿元大关。\n仅以GMV来评判今年双11，已经不再合适。当外界跳出数据的桎梏，审视市场大势时，隐藏在双11背后的一些关于消费的基础规则，已经显露出不可忽视的一角。\n购物节的发展史，也是消费市场变革史\n市场或是平台，不论何种角色，他们曾经都对双十一战报和GMV的热切关注，无非源于“增长能解决大多数问题”的认知。但消费市场经过这么多年的萌发、冲撞、再融合暴露出的规则是，消费既不可能无限增长，也不可能反映乃至解决所有问题，更不是平台应该倾力追求的唯一目标。\n尤其是快速发展的电商业在近年来不断迈入新的阶段，各个阶段有着不同的挑战，仅以数字论英雄，已经很难再跟上电商的发展进度。\n双11并不是只有数字。透过双11的发展史，我们发现，双11一路走来，恰恰反映了国内消费市场变迁的活动：\n·2009年，双11的GMV实现“0”的突破，27个品牌参与背后，是电商野蛮发展期开启的前奏；\n·2012年，GMV突破100亿，淘宝商城更名天猫，看到移动电商潜力的商家和品牌开始批量进场，国内主流消费者开始快速接受新业态；\n·2014年，GMV首破500亿，移动互联网爆发式发展，电商伴随着早一年成立的菜鸟物流走进千家万户，消费市场发生了深刻变革；\n·2016年，双11单日GMV突破1000亿，它逐渐成为消费者习以为常的潮流，即使是下沉市场也能享受到优惠红利；\n·2018年，首破2000亿，2020年，4982亿，2021年，5403亿。\n如今，凡是电商消费者，有谁不识双11？\n越是深入普通人的生活，双11反而越显平实，因为双11已经成为其生活的一部分。而在商家端，堪称天量的GMV水平背后，更是商家和品牌的不断尝试，当他们持续聚焦消费者不断迸发的新需求时，国内零售业也在这些年的双11中不断得到进化。\n然而，增量时代不可能一直持续下去。时间走到今天，时代的齿轮再次运转，大量线索共同指向了电商增量时代的结束：\n·商务部披露的网络零售市场规模增长率方面，2018年是23.9%，2019年是16.5%，2020年是10.9%，电商市场大盘可能逐步见顶；\n·国家统计局的数据指出，2021年前3个季度，我国社会消费品零售线上化率在30%左右波动，电商渗透率趋于稳定，线上消费短期看到极限；\n·1亿60岁以上银发人群在线上购物的渗透率达到了40%，购物软件纷纷推出“适老版”或者长辈模式，虽然还有细分需求，但消费者侧很难再有新鲜血液；\n这也将电商零售推向了新的十字路口。消费者的数量是有限的，需求是有限的，消费能力是有天花板的。这是早晚会到来的一天，与其强求，不如接受，阿里的态度正是如此——淡化GMV，坦然面对，并尝试寻求新阶段的发展方向。\n毕竟，强行拉数据，只会带来不良影响。\n如果用户侧总量不变，GMV要大幅拉升，那将走进消费主义的死胡同，这有可能引发超前消费等社会性问题。在这种时刻，平台们如果继续推崇唯GMV论，会最终从商家端传导至消费者端，不但会失去经营的初心，走向唯“财”是举的歧路，而且还会使为商家和消费者服务的平台异化，破坏行业生态。\n平台必须承担起更大的社会责任。作为从电商刀耕火种时代走来的玩家，阿里经历过更多变化，也在不断拥抱变化。在这样的历史新阶段，寻求商业与社会价值的共生点，不仅对于商业社会，乃至全社会都有着重要意义。\n阿里求质增长，拥抱商家走向下一程\n回到开头的一个细节，11月12日凌晨，天猫公布了部分销售数据，特地提及了”698个去年双11成交额超过百万的中小品牌，今年销售额突破了千万“。今年共有29万商家参加天猫双11，新商家和中小商家比例占65%，有史以来最高，有7万商家是首次参加双11。从中，我们品到了一些不一样的意味。\n众所周知，双11不仅仅是大品牌的狂欢，更是中小品牌突破重围，寻求跨越式发展的机会。但一些现实性问题，成了中小商家的拦路虎。一方面，面对行业内的成熟玩家，普通商家缺乏相应的资源，另一方面，他们对平台打法的理解不深，诸如在增加复购、经营私域等重要问题上，他们缺乏方法论。这不仅体现在双11这一个大考时间节点，也是长期经营中，商家普遍面临的痛点。\n阿里若想寻求高质量发展，优化平台生态，就需要感知这些细微的需求。恰逢双11，这是一次绝佳的锻炼机会。当阿里重点放在回归经营本质时，很多动作就变得顺理成章。\n此前阿里在财报中就透露，2022财年的工作重点是为商家”降本增效“。今年以来，阿里为此做了非常多的幕后工作：生意参谋标准版免费，天猫新增入驻试运营期，淘宝在多地设立实体商家运营中心，对面向商家的万象服务大厅进行了系列改造等等。这些措施让更多的商家解决了经营问题，为平台健康生态的构建提供了力量。\n这或许就是今年阿里双11的重中之重：一个健康的生态系统，就应该让大树和小草都能活得滋润。曾经求量，如今求质，商家们发展好了，阿里的立身之本也就更加坚实。\n这也可以理解，为什么当GMV增速放缓，阿里态度依旧坦然——这家聚焦长期的公司，已经不再将发展重心放在了求量上，增长率多少，自然也不再重要。\n回望2009年，天猫双11首次亮相取得5200万成交额时，阿里就已经明确，对待电商这个未来趋势，需要长期投入。\n这才有了后来双11的一次次进步。长期投入，体现了阿里的战略定力。无论双11的GMV增速走势如何，电商天花板这一说法有多不讨喜，电商行业又走进了怎样的新常态，阿里始终看到更前一步的落脚点，并为之做好准备。\n关于商业的需求会消失吗？当然不会。那么，始终面向未来做长期规划的阿里，手里有技术、策略、生态这些”粮“，心里自然不慌，也不需要慌。阿里践行高质量的可持续发展，必然为商家、为消费者、为平台自身创造更长远的价值。\n结语\n阿里泰然处之，不是说双11不再重要，而是在于GMV数字早已不再能说明双11的真正价值。当行业进入新常态，拥抱新常态，寻求稳健增长之下的高质量增长，才是解题之法。","news_type":1,"symbols_score_info":{"48392":0.9,"48453":0.9,"48454":0.9,"48469":0.9,"48473":0.9,"48477":0.6,"48580":0.9,"48622":0.6,"48678":0.9,"48710":0.9,"48711":0.9,"BABA":0.6,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":793,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544711034288088,"gmtCreate":1773995522722,"gmtModify":1773995524960,"author":{"id":"3560490462682652","authorId":"3560490462682652","name":"卡卡洛特里","avatar":"https://static.tigerbbs.com/3c576de05eb0f0c223afca637aa5ba22","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560490462682652","authorIdStr":"3560490462682652"},"themes":[],"title":"","htmlText":"我","listText":"我","text":"我","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544711034288088","repostId":"2620320742","repostType":2,"isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543946344379088,"gmtCreate":1773824895843,"gmtModify":1773824898084,"author":{"id":"3560490462682652","authorId":"3560490462682652","name":"卡卡洛特里","avatar":"https://static.tigerbbs.com/3c576de05eb0f0c223afca637aa5ba22","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560490462682652","authorIdStr":"3560490462682652"},"themes":[],"title":"","htmlText":"我也","listText":"我也","text":"我也","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543946344379088","repostId":"2620472235","repostType":2,"repost":{"id":"2620472235","kind":"news","pubTimestamp":1773823059,"share":"https://www.laohu8.com/m/news/2620472235?lang=zh_CN&edition=full","pubTime":"2026-03-18 16:37","market":"us","language":"zh","title":"雷军：新一代SU7全系内置ETC 免费激活","url":"https://stock-news.laohu8.com/highlight/detail?id=2620472235","media":"快科技","summary":"快科技3月18日消息，新一代小米SU7将于3月19日上市，雷军提前为其预热。雷军介绍，新一代SU7全系内置ETC，并且免费激活。据了解，小米汽车此前内置的ETC设备，开通激活需要花费50元。而在去年11月份，小米汽车宣布，从2025年11月1日起，小米汽车内置ETC激活正式调整为免费服务。至于小米ETC激活开通的步骤，也比较简单。此外，雷军还剧透称，新一代SU7，新增全车9处磁吸点位。","content":"<html><body><p>快科技3月18日消息，新一代<a href=\"https://laohu8.com/S/XIACY\">小米</a>SU7将于3月19日上市，雷军提前为其预热。</p><p>雷军介绍，<strong>新一代SU7全系内置ETC，并且免费激活。</strong></p><p><img src=\"https://x0.ifengimg.com/ucms/2026_12/79F8C817687B4679950562B3B06729569CF9E7CC_size86_w600_h347.png\"/></p><p>据了解，<a href=\"https://laohu8.com/S/01810\">小米</a>汽车此前内置的ETC设备，开通激活需要花费50元。而在去年11月份，<a href=\"https://laohu8.com/S/81810\">小米</a>汽车宣布，<strong>从2025年11月1日起，小米汽车内置ETC激活正式调整为免费服务。</strong></p><p>对于在11月1日前已付费激活的用户，将于2025年12月内陆续获得小米汽车APP 500积分的赠送（相当于50元钱）。</p><p>至于小米ETC激活开通的步骤，也比较简单。车主在中控屏下方找到“设置”按钮，点进去选“服务”-“办理ETC服务”，会跳出二维码。</p><p>然后用微信或者支付宝扫二维码，进入小程序后会自动弹出ETC蓝牙连接提示，跟随小程序指引上传身份证和行驶证，审核通过就能使用。</p><p>此外，雷军还剧透称，<strong>新一代SU7，新增全车9处磁吸点位。</strong>同时，小米汽车还为用户准备了磁吸玩偶NFC版，内置NFC芯片，只要在对应位置一贴，即可更换车机萌宠主题。</p><p><img src=\"https://x0.ifengimg.com/ucms/2026_12/C9AB38B6374D2F45249A3CE48823FED0566DEBA2_size317_w600_h482.png\"/></p><p><img src=\"https://x0.ifengimg.com/ucms/2026_12/13279C4BE1A90F98DDD34D8E4EECB706A74861E9_size365_w600_h427.png\"/></p></body></html>","source":"fenghuang_stock","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>雷军：新一代SU7全系内置ETC 免费激活</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雷军：新一代SU7全系内置ETC 免费激活\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-18 16:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8rb2oC4BRVV><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技3月18日消息，新一代小米SU7将于3月19日上市，雷军提前为其预热。雷军介绍，新一代SU7全系内置ETC，并且免费激活。据了解，小米汽车此前内置的ETC设备，开通激活需要花费50元。而在去年11月份，小米汽车宣布，从2025年11月1日起，小米汽车内置ETC激活正式调整为免费服务。对于在11月1日前已付费激活的用户，将于2025年12月内陆续获得小米汽车APP 500积分的赠送（相当于50...</p>\n\n<a href=\"https://tech.ifeng.com/c/8rb2oC4BRVV\">网页链接</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","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","BK4608":"AI应用概念股","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","BK4607":"DeepSeek概念股","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU0531970944.HKD":"HSBC GIF BRIC EQUITY \"AC\" (HKD) ACC","LU0164872284.USD":"HSBC GIF GLOBAL 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ACC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC"},"source_url":"https://tech.ifeng.com/c/8rb2oC4BRVV","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2620472235","content_text":"快科技3月18日消息，新一代小米SU7将于3月19日上市，雷军提前为其预热。雷军介绍，新一代SU7全系内置ETC，并且免费激活。据了解，小米汽车此前内置的ETC设备，开通激活需要花费50元。而在去年11月份，小米汽车宣布，从2025年11月1日起，小米汽车内置ETC激活正式调整为免费服务。对于在11月1日前已付费激活的用户，将于2025年12月内陆续获得小米汽车APP 500积分的赠送（相当于50元钱）。至于小米ETC激活开通的步骤，也比较简单。车主在中控屏下方找到“设置”按钮，点进去选“服务”-“办理ETC服务”，会跳出二维码。然后用微信或者支付宝扫二维码，进入小程序后会自动弹出ETC蓝牙连接提示，跟随小程序指引上传身份证和行驶证，审核通过就能使用。此外，雷军还剧透称，新一代SU7，新增全车9处磁吸点位。同时，小米汽车还为用户准备了磁吸玩偶NFC版，内置NFC芯片，只要在对应位置一贴，即可更换车机萌宠主题。","news_type":1,"symbols_score_info":{"81810":0.6,"HXXD.SI":0.6,"MIUmain":0.6,"XIACY":1.95,"01810":1.95}},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543946024239200,"gmtCreate":1773824815395,"gmtModify":1773824817205,"author":{"id":"3560490462682652","authorId":"3560490462682652","name":"卡卡洛特里","avatar":"https://static.tigerbbs.com/3c576de05eb0f0c223afca637aa5ba22","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560490462682652","authorIdStr":"3560490462682652"},"themes":[],"title":"","htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543946024239200","repostId":"2620280315","repostType":2,"repost":{"id":"2620280315","kind":"news","pubTimestamp":1773819927,"share":"https://www.laohu8.com/m/news/2620280315?lang=zh_CN&edition=full","pubTime":"2026-03-18 15:45","market":"hk","language":"zh","title":"高盛押注美股继续演绎长期牛市! 从周期向AI龙头的风格切换即将上演","url":"https://stock-news.laohu8.com/highlight/detail?id=2620280315","media":"智通财经","summary":"在当地时间周二接受媒体采访时，斯奈德反复强调，尽管投资者们正在艰难应对新一轮全球地缘政治紧张局势，但包括美股在内的全球股票市场基本面层面的盈利增长趋势依然完好无损，并且建议策略布局从周期股转向AI超级龙头。高盛高呼标普500指数长期走势“非常健康”，建议从周期股转向“AI超级龙头”“显然，当前的不确定性非常高，”斯奈德表示。","content":"<html><head></head><body><p>3月18日，来自华尔街金融巨头<a href=\"https://laohu8.com/S/GS\">高盛</a>的首席美国股票策略师本·斯奈德(Ben Snider)在采访中表示，尽管金融市场不确定性仍然高企，<strong>美股市场基准股指之一的标普500指数以及更广泛美国股市指数在未来6到12个月的“长期牛市走势”仍然非常健康。</strong></p><p>在当地时间周二接受媒体采访时，斯奈德反复强调，尽管投资者们正在艰难应对新一轮全球地缘政治紧张局势，<strong>但包括美股在内的全球股票市场基本面层面的盈利增长趋势依然完好无损，并且建议策略布局从周期股转向AI超级龙头。</strong>此外，尽管私募市场规模不断增长，但是斯奈德认为美国公开股票市场的流动性和深度仍然在全球范围无可匹敌。他表示，鉴于今年日程上可能会有数宗大型IPO，投资者们“还不应急于否定公开股票市场”。</p><p>高盛策略师们的投资策略重心似乎正在从“追逐周期弹性”转向“回到高质量龙头，<strong>尤其是受益于AI资本开支与AI商业化前景的核心科技股”，但这不是简单粗暴地全面抛弃周期股，而是一种阶段性的风格再平衡。</strong> 高盛认为在当前阶段，与其押注高波动的周期扩散，不如优先配置能穿越波动、同时仍享受盈利上修的高质量龙头。</p><p>除了高盛之外，来自<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>的首席股票市场策略师迈克·威尔逊目前也明显属于看好美股中长期牛市曲线的看涨阵营，更准确地来说，<strong>他与来自高盛的斯奈德都在坚定押注未来6到12个月仍处于盈利扩张和长期牛市的中后阶段。</strong></p><p>此外，来自巴克莱、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、Oppenheimer以及<a href=\"https://laohu8.com/S/DB\">德意志银行</a>的华尔街顶级策略师也强调尽管短期剧烈波动仍未完结，但是倾向认可美股长期牛市逻辑仍然坚挺，<strong>巴克莱更是强调，美国股市正释放出近一年来最强烈的买入信号，该机构认为近期这轮抛售潮最糟糕的阶段可能已经过去。</strong>这些华尔街金融巨头普遍强调，美股市场强劲盈利增长趋势、散户资金流入、波动性重置以及季节性利好等积极因素即将发挥重要作用，支撑美股长期牛市。</p><p><strong>高盛高呼标普500指数长期走势“非常健康”，建议从周期股转向“AI超级龙头”</strong></p><p>“显然，当前的不确定性非常高，”斯奈德表示。“但如果我们把目光放到未来6个月、12个月，标普500指数(SP500)和更广泛美国股市的盈利增长轨迹看起来仍然非常健康。”</p><p>这位华尔街顶级策略师指出，<strong>自去年年底以来表现良好的围绕某些周期股的交易主题，其重大机遇窗口趋于关闭。</strong>尽管股票市场可选消费板块和部分工业细分板块在10月至1月期间经历了周期性加速趋势，但斯奈德认为，投资者们现在应该把目光投向别处。“我们认为，尤其是这些周期交易主题，正在进入最后期阶段，。他在采访中表示。</p><p>斯奈德建议，<strong>投资者们应从周期股、小盘股以及低质量的高贝塔股票转向基本面更加稳定且受益于AI大浪潮的大型科技公司以及AI算力领军者们。</strong>他建议转向那些“资产负债表更强劲、利润率更高”的那些受益于AI投资主题的科技公司，并指出，尽管低质量的高贝塔股票在最近几个月的剧烈波动行情中因技术交易层面带来的机遇而表现优异，但当前市场环境更青睐基本面强劲的持仓。</p><p>斯奈德强调，长期受益于AI投资热潮的大型科技巨头们以及包括<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/AVGO\">博通</a>、<a href=\"https://laohu8.com/S/MU\">美光</a>以及安费诺、Lumentum在内的全球AI算力产业链领军者们仍然是颇具有吸引力的投资细分赛道，他指出，全球范围愈发强劲的人工智能资本开支是其中一个最主要的驱动因素。</p><p>他表示，<strong>“AI资本开支(AI CapEx story)这一火爆的投资主题与叙事逻辑”一直是“近年来投资者们确信度最高，并且最具资金流入持续性的交易主题”。</strong>他反复提到AI相关支出预测被大幅上调，这将使那些从相关投资中获得利润的公司长期受益。</p><p>标普500指数在过去三年累计上涨约30万亿美元的“超级牛市行情”，很大程度由全球最大规模科技巨头们(即美股七大科技巨头)所驱动，同时也在很大程度上由那些大幅受益于全球范围AI算力基础设施超大规模投入的芯片公司们(比如美光、台积电与<a href=\"https://laohu8.com/S/600455\">博通</a>等)、存储产品三巨头(<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>与希捷)以及电力系统供应商们(比如<a href=\"https://laohu8.com/S/CEG\">Constellation</a> Energy)所强劲推动。</p><p>在华尔街巨头摩根士丹利、花旗、Loop Capital以及Wedbush看来，以AI算力硬件为核心的全球人工智能基础设施投资浪潮远远未完结，现在仅仅处于开端，在前所未有的“AI推理端算力需求风暴”推动之下，持续至2030年的这一轮全球整体AI基础设施投资浪潮规模有望高达3万亿至4万亿美元。</p><p>当模型规模、推理链路与多模态/代理式Agentic AI工作负载推动算力消耗呈指数型外扩时，<strong>科技巨头们的资本开支主线更倾向于向AI算力基础设施集中，全球投资者们可能愈发将围绕<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>TPU集群与<a href=\"https://laohu8.com/S/AMD\">AMD</a>的新品迭代与AI算力集群交付预期的“AI牛市叙事”，继续锚定为全球股市中最具确定性的景气投资叙事之一，</strong>同时也意味着电力、液冷散热系统、光互连供应链等与AI训练/推理密切相关的投资主题将跟随英伟达、AMD以及博通、台积电、美光等AI算力领军者们在中东地缘政治局势面临不确定性之际，仍继续位列股票市场最火热投资阵营。</p><p>英伟达CEO黄仁勋在北京时间3月17日凌晨的GTC大会上展现出英伟达在AI算力基础设施领域的“前所未有AI算力创收超级<a href=\"https://laohu8.com/S/600122\">宏图</a>”，<strong>他告知全球投资者们，在Blackwell架构GPU算力强劲需求以及即将量产的Vera Rubin架构AI算力体系更加炸裂式强劲需求推动之下，其在人工智能芯片领域的未来营收规模到2027年(即2025年至2027年)可能至少达到1万亿美元，</strong>远远高于上一次GTC大会抛出的到2026年实现5000亿美元AI算力基础设施蓝图。</p><p><strong>越来越多华尔街顶级策略师力挺美股长牛</strong></p><p>来自摩根士丹利的威尔逊表示，稳健盈利、宽松货币、监管放松和更支持性的财政环境正在形成共振，推动自2023年以来的美股长期牛市至少延续至年度。威尔逊补充称，<strong>虽然短期内仍不能排除美股下跌的可能性，但是本轮美股的回调基本来到尾声阶段，比如罗素3000指数中 50%的股票已经较52周高点下跌至少20%。</strong></p><p>他还表示，市场的表现“远远领先于当前显而易见的风险情绪”，并且强调今年美股的走势与去年的早期预警信号类似。然而，他预计此次美股下跌幅度将“明显小于上一年”，不过鉴于地缘政治紧张局势，剧烈波动率仍可能在短期内持续。</p><p>威尔逊表示，<strong>“在未来6到12个月仍积极看多美国股票市场”，并维持“标普500指数的年底7800点目标点位”。</strong>截至周二美股收盘，标普500指数收涨于6716.09点位。周二，标普500指数上涨0.3%，本周累计上涨1.3%，创下伊朗冲突爆发以来最佳两日表现，但是距离1月底创下的7002历史最高点仍然有显著距离。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93e0a381e559bb5089ecbd036ed1ba38\" tg-width=\"1241\" tg-height=\"537\"/></p><p>基于六个月维度的基本面修复逻辑，威尔逊的核心市场轨迹假设显示：这轮油价冲击更像霍尔木兹海峡物流受阻带来的风险溢价，而不是持久性的供给坍塌;若未来数月局势像俄乌冲突初期那样逐步稳定下来，那么美股市场将重新返回由盈利定价的牛市轨迹而非地缘风险定价。<strong>支撑他中期乐观看涨立场的重要支柱包括：市场盈利增长的扩散趋势仍在、美国相较亚洲和欧洲更具能源独立性、资本开支税收激励与居民减税能大部分对冲高油价冲击。</strong></p><p>来自<a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>的全球股票战术策略主管<a href=\"https://laohu8.com/S/300825\">阿尔特</a>曼(Alex Altmann)周二在研究报告中表示，他长期跟踪的股票择时指标(BETI)隔夜跌至-8.3，创下去年4月特朗普关税风波以来的最低水平。<strong>该指标触及了一个在历史上标志着股票“极具吸引力”的入场点。因此他选择加入华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。</strong></p><p>BETI指标整合了市场内部结构、仓位、情绪及宏观经济数据等19项输入变量，旨在识别股市的战术性拐点。历史数据显示，该指标高于+7时，预示未来回报不佳;低于-7时，则对应股市反弹的有利环境。巴克莱数据显示，自2015年以来，<strong>当该指标落在-8至-7区间时，标普500指数随后42天的平均回报率达6.6%，胜率高达92%;基于38次观测样本，同期中位数回报率为5.1%</strong>。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛押注美股继续演绎长期牛市! 从周期向AI龙头的风格切换即将上演</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高盛押注美股继续演绎长期牛市! 从周期向AI龙头的风格切换即将上演\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-18 15:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1415350.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月18日，来自华尔街金融巨头高盛的首席美国股票策略师本·斯奈德(Ben Snider)在采访中表示，尽管金融市场不确定性仍然高企，美股市场基准股指之一的标普500指数以及更广泛美国股市指数在未来6到12个月的“长期牛市走势”仍然非常健康。在当地时间周二接受媒体采访时，斯奈德反复强调，尽管投资者们正在艰难应对新一轮全球地缘政治紧张局势，但包括美股在内的全球股票市场基本面层面的盈利增长趋势依然...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1415350.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC",".SPX":"S&P 500 Index","NDX":"纳斯达克100指数","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","LU0251142724.SGD":"Fidelity America A-SGD","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","BK4550":"红杉资本持仓","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","BK4588":"碎股","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) 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高盛认为在当前阶段，与其押注高波动的周期扩散，不如优先配置能穿越波动、同时仍享受盈利上修的高质量龙头。除了高盛之外，来自摩根士丹利的首席股票市场策略师迈克·威尔逊目前也明显属于看好美股中长期牛市曲线的看涨阵营，更准确地来说，他与来自高盛的斯奈德都在坚定押注未来6到12个月仍处于盈利扩张和长期牛市的中后阶段。此外，来自巴克莱、摩根大通、Oppenheimer以及德意志银行的华尔街顶级策略师也强调尽管短期剧烈波动仍未完结，但是倾向认可美股长期牛市逻辑仍然坚挺，巴克莱更是强调，美国股市正释放出近一年来最强烈的买入信号，该机构认为近期这轮抛售潮最糟糕的阶段可能已经过去。这些华尔街金融巨头普遍强调，美股市场强劲盈利增长趋势、散户资金流入、波动性重置以及季节性利好等积极因素即将发挥重要作用，支撑美股长期牛市。高盛高呼标普500指数长期走势“非常健康”，建议从周期股转向“AI超级龙头”“显然，当前的不确定性非常高，”斯奈德表示。“但如果我们把目光放到未来6个月、12个月，标普500指数(SP500)和更广泛美国股市的盈利增长轨迹看起来仍然非常健康。”这位华尔街顶级策略师指出，自去年年底以来表现良好的围绕某些周期股的交易主题，其重大机遇窗口趋于关闭。尽管股票市场可选消费板块和部分工业细分板块在10月至1月期间经历了周期性加速趋势，但斯奈德认为，投资者们现在应该把目光投向别处。“我们认为，尤其是这些周期交易主题，正在进入最后期阶段，。他在采访中表示。斯奈德建议，投资者们应从周期股、小盘股以及低质量的高贝塔股票转向基本面更加稳定且受益于AI大浪潮的大型科技公司以及AI算力领军者们。他建议转向那些“资产负债表更强劲、利润率更高”的那些受益于AI投资主题的科技公司，并指出，尽管低质量的高贝塔股票在最近几个月的剧烈波动行情中因技术交易层面带来的机遇而表现优异，但当前市场环境更青睐基本面强劲的持仓。斯奈德强调，长期受益于AI投资热潮的大型科技巨头们以及包括台积电、博通、美光以及安费诺、Lumentum在内的全球AI算力产业链领军者们仍然是颇具有吸引力的投资细分赛道，他指出，全球范围愈发强劲的人工智能资本开支是其中一个最主要的驱动因素。他表示，“AI资本开支(AI CapEx story)这一火爆的投资主题与叙事逻辑”一直是“近年来投资者们确信度最高，并且最具资金流入持续性的交易主题”。他反复提到AI相关支出预测被大幅上调，这将使那些从相关投资中获得利润的公司长期受益。标普500指数在过去三年累计上涨约30万亿美元的“超级牛市行情”，很大程度由全球最大规模科技巨头们(即美股七大科技巨头)所驱动，同时也在很大程度上由那些大幅受益于全球范围AI算力基础设施超大规模投入的芯片公司们(比如美光、台积电与博通等)、存储产品三巨头(闪迪、西部数据与希捷)以及电力系统供应商们(比如Constellation Energy)所强劲推动。在华尔街巨头摩根士丹利、花旗、Loop Capital以及Wedbush看来，以AI算力硬件为核心的全球人工智能基础设施投资浪潮远远未完结，现在仅仅处于开端，在前所未有的“AI推理端算力需求风暴”推动之下，持续至2030年的这一轮全球整体AI基础设施投资浪潮规模有望高达3万亿至4万亿美元。当模型规模、推理链路与多模态/代理式Agentic AI工作负载推动算力消耗呈指数型外扩时，科技巨头们的资本开支主线更倾向于向AI算力基础设施集中，全球投资者们可能愈发将围绕英伟达、谷歌TPU集群与AMD的新品迭代与AI算力集群交付预期的“AI牛市叙事”，继续锚定为全球股市中最具确定性的景气投资叙事之一，同时也意味着电力、液冷散热系统、光互连供应链等与AI训练/推理密切相关的投资主题将跟随英伟达、AMD以及博通、台积电、美光等AI算力领军者们在中东地缘政治局势面临不确定性之际，仍继续位列股票市场最火热投资阵营。英伟达CEO黄仁勋在北京时间3月17日凌晨的GTC大会上展现出英伟达在AI算力基础设施领域的“前所未有AI算力创收超级宏图”，他告知全球投资者们，在Blackwell架构GPU算力强劲需求以及即将量产的Vera Rubin架构AI算力体系更加炸裂式强劲需求推动之下，其在人工智能芯片领域的未来营收规模到2027年(即2025年至2027年)可能至少达到1万亿美元，远远高于上一次GTC大会抛出的到2026年实现5000亿美元AI算力基础设施蓝图。越来越多华尔街顶级策略师力挺美股长牛来自摩根士丹利的威尔逊表示，稳健盈利、宽松货币、监管放松和更支持性的财政环境正在形成共振，推动自2023年以来的美股长期牛市至少延续至年度。威尔逊补充称，虽然短期内仍不能排除美股下跌的可能性，但是本轮美股的回调基本来到尾声阶段，比如罗素3000指数中 50%的股票已经较52周高点下跌至少20%。他还表示，市场的表现“远远领先于当前显而易见的风险情绪”，并且强调今年美股的走势与去年的早期预警信号类似。然而，他预计此次美股下跌幅度将“明显小于上一年”，不过鉴于地缘政治紧张局势，剧烈波动率仍可能在短期内持续。威尔逊表示，“在未来6到12个月仍积极看多美国股票市场”，并维持“标普500指数的年底7800点目标点位”。截至周二美股收盘，标普500指数收涨于6716.09点位。周二，标普500指数上涨0.3%，本周累计上涨1.3%，创下伊朗冲突爆发以来最佳两日表现，但是距离1月底创下的7002历史最高点仍然有显著距离。基于六个月维度的基本面修复逻辑，威尔逊的核心市场轨迹假设显示：这轮油价冲击更像霍尔木兹海峡物流受阻带来的风险溢价，而不是持久性的供给坍塌;若未来数月局势像俄乌冲突初期那样逐步稳定下来，那么美股市场将重新返回由盈利定价的牛市轨迹而非地缘风险定价。支撑他中期乐观看涨立场的重要支柱包括：市场盈利增长的扩散趋势仍在、美国相较亚洲和欧洲更具能源独立性、资本开支税收激励与居民减税能大部分对冲高油价冲击。来自巴克莱银行的全球股票战术策略主管阿尔特曼(Alex Altmann)周二在研究报告中表示，他长期跟踪的股票择时指标(BETI)隔夜跌至-8.3，创下去年4月特朗普关税风波以来的最低水平。该指标触及了一个在历史上标志着股票“极具吸引力”的入场点。因此他选择加入华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。BETI指标整合了市场内部结构、仓位、情绪及宏观经济数据等19项输入变量，旨在识别股市的战术性拐点。历史数据显示，该指标高于+7时，预示未来回报不佳;低于-7时，则对应股市反弹的有利环境。巴克莱数据显示，自2015年以来，当该指标落在-8至-7区间时，标普500指数随后42天的平均回报率达6.6%，胜率高达92%;基于38次观测样本，同期中位数回报率为5.1%。","news_type":1,"symbols_score_info":{"NDX":2,"MNQ2603":2,".DJI":2,"NQmain":2,".IXIC":2,".SPX":2,"MNQ2612":2,"ESmain":2,"YMmain":2,"MNQmain":2}},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":543945835771712,"gmtCreate":1773824783660,"gmtModify":1773824786083,"author":{"id":"3560490462682652","authorId":"3560490462682652","name":"卡卡洛特里","avatar":"https://static.tigerbbs.com/3c576de05eb0f0c223afca637aa5ba22","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560490462682652","authorIdStr":"3560490462682652"},"themes":[],"title":"","htmlText":"哦","listText":"哦","text":"哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543945835771712","repostId":"1180886208","repostType":4,"repost":{"id":"1180886208","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":1773823608,"share":"https://www.laohu8.com/m/news/1180886208?lang=zh_CN&edition=full","pubTime":"2026-03-18 16:46","market":"us","language":"zh","title":"AWS销售额十年内要从1300亿到6000亿，亚马逊靠什么翻5倍？","url":"https://stock-news.laohu8.com/highlight/detail?id=1180886208","media":"老虎资讯综合","summary":"亚马逊CEO Andy Jassy近日在全员会议上放出豪言：受AI需求驱动，AWS的年销售额运行率有望在未来十年内达到6000亿美元，而2025年这一数字约为1300亿美元。AWS目前已是全球云基础设施龙头，但要在十年内将营收规模扩大近5倍，意味着年均复合增长率需接近17%。OpenAI最近与AWS达成协议，将向美国政府雇员提供AI服务，涵盖机密和非机密工作。这一合作不仅带来直接收入，更强化了AWS在主权AI领域的地位。","content":"<html><head></head><body><p style=\"text-align: start;\">亚马逊CEO Andy Jassy近日在全员会议上放出豪言：<strong>受AI需求驱动，AWS的年销售额运行率有望在未来十年内达到6000亿美元，而2025年这一数字约为1300亿美元。</strong>据路透报道，Jassy并未详述实现路径，但市场普遍认为，他与OpenAI、Anthropic的深度绑定是关键筹码。</p><h3 id=\"id_769147039\">十年增长近五倍，底气在哪？</h3><p style=\"text-align: start;\">AWS目前已是全球云基础设施龙头，但要在十年内将营收规模扩大近5倍，意味着年均复合增长率需接近17%。这一目标并非空中楼阁——AI工作负载正成为云厂商最强劲的增长引擎。Jassy的乐观很大程度上源于AWS与顶级AI实验室的独家合作：OpenAI已承诺未来八年在其云服务器上投入近1400亿美元，而Anthropic的年收入运行率正以快于OpenAI的速度攀升，双方关系同样紧密。</p><h3 id=\"id_1662095035\">OpenAI、Anthropic成最大“金主”</h3><p style=\"text-align: start;\">AWS在AI浪潮初期一度落后，让微软Azure借OpenAI、谷歌云借DeepMind和Gemini抢得先机。但近一年来，亚马逊通过投资和技术整合迅速扳回一局。除了OpenAI的千亿级合同，Anthropic也将大量训练负载部署在AWS上。两大明星初创公司的“算力饥渴”，直接转化为AWS的长期收入保障，也为其百万级企业客户提供了最前沿的AI能力入口。</p><h3 id=\"id_2975947925\">起步虽慢，但后发优势显现</h3><p style=\"text-align: start;\">尽管AWS的AI服务推出时间晚于竞品，但其庞大的现有客户群和完整的工具链让后来者不容小觑。随着企业从模型训练转向应用落地，AWS的SageMaker、Bedrock等平台正快速渗透。Jassy的底气还在于，AWS的基础设施规模与运营效率仍是行业标杆，这使其能以更低成本满足超大规模算力需求。</p><h3 id=\"id_2320489035\">政府订单加持，AWS再下一城</h3><p style=\"text-align: start;\">除商业市场外，AWS也在拓展公共部门。OpenAI最近与AWS达成协议，将向美国政府雇员提供AI服务，涵盖机密和非机密工作。这意味着OpenAI将有能力支持五角大楼的项目，而AWS作为底层基础设施提供方，自然分得一杯羹。这一合作不仅带来直接收入，更强化了AWS在主权AI领域的地位。</p><p style=\"text-align: start;\">十年6000亿美元的目标能否实现，取决于AI技术迭代速度、客户采用率以及竞争格局。但可以肯定的是，AWS正将筹码押在AI这条赛道上，而OpenAI和Anthropic则是它最重的赌注。</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\" 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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\">\nAWS销售额十年内要从1300亿到6000亿，亚马逊靠什么翻5倍？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-03-18 16:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">亚马逊CEO Andy Jassy近日在全员会议上放出豪言：<strong>受AI需求驱动，AWS的年销售额运行率有望在未来十年内达到6000亿美元，而2025年这一数字约为1300亿美元。</strong>据路透报道，Jassy并未详述实现路径，但市场普遍认为，他与OpenAI、Anthropic的深度绑定是关键筹码。</p><h3 id=\"id_769147039\">十年增长近五倍，底气在哪？</h3><p style=\"text-align: start;\">AWS目前已是全球云基础设施龙头，但要在十年内将营收规模扩大近5倍，意味着年均复合增长率需接近17%。这一目标并非空中楼阁——AI工作负载正成为云厂商最强劲的增长引擎。Jassy的乐观很大程度上源于AWS与顶级AI实验室的独家合作：OpenAI已承诺未来八年在其云服务器上投入近1400亿美元，而Anthropic的年收入运行率正以快于OpenAI的速度攀升，双方关系同样紧密。</p><h3 id=\"id_1662095035\">OpenAI、Anthropic成最大“金主”</h3><p style=\"text-align: start;\">AWS在AI浪潮初期一度落后，让微软Azure借OpenAI、谷歌云借DeepMind和Gemini抢得先机。但近一年来，亚马逊通过投资和技术整合迅速扳回一局。除了OpenAI的千亿级合同，Anthropic也将大量训练负载部署在AWS上。两大明星初创公司的“算力饥渴”，直接转化为AWS的长期收入保障，也为其百万级企业客户提供了最前沿的AI能力入口。</p><h3 id=\"id_2975947925\">起步虽慢，但后发优势显现</h3><p style=\"text-align: start;\">尽管AWS的AI服务推出时间晚于竞品，但其庞大的现有客户群和完整的工具链让后来者不容小觑。随着企业从模型训练转向应用落地，AWS的SageMaker、Bedrock等平台正快速渗透。Jassy的底气还在于，AWS的基础设施规模与运营效率仍是行业标杆，这使其能以更低成本满足超大规模算力需求。</p><h3 id=\"id_2320489035\">政府订单加持，AWS再下一城</h3><p style=\"text-align: start;\">除商业市场外，AWS也在拓展公共部门。OpenAI最近与AWS达成协议，将向美国政府雇员提供AI服务，涵盖机密和非机密工作。这意味着OpenAI将有能力支持五角大楼的项目，而AWS作为底层基础设施提供方，自然分得一杯羹。这一合作不仅带来直接收入，更强化了AWS在主权AI领域的地位。</p><p style=\"text-align: start;\">十年6000亿美元的目标能否实现，取决于AI技术迭代速度、客户采用率以及竞争格局。但可以肯定的是，AWS正将筹码押在AI这条赛道上，而OpenAI和Anthropic则是它最重的赌注。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3473f757d00eee50292777a0505620c4","relate_stocks":{"AMZN":"亚马逊","AMZZ":"2倍做多AMZN ETF-GraniteShares","AMZU":"2倍做多AMZN 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Jassy近日在全员会议上放出豪言：受AI需求驱动，AWS的年销售额运行率有望在未来十年内达到6000亿美元，而2025年这一数字约为1300亿美元。据路透报道，Jassy并未详述实现路径，但市场普遍认为，他与OpenAI、Anthropic的深度绑定是关键筹码。十年增长近五倍，底气在哪？AWS目前已是全球云基础设施龙头，但要在十年内将营收规模扩大近5倍，意味着年均复合增长率需接近17%。这一目标并非空中楼阁——AI工作负载正成为云厂商最强劲的增长引擎。Jassy的乐观很大程度上源于AWS与顶级AI实验室的独家合作：OpenAI已承诺未来八年在其云服务器上投入近1400亿美元，而Anthropic的年收入运行率正以快于OpenAI的速度攀升，双方关系同样紧密。OpenAI、Anthropic成最大“金主”AWS在AI浪潮初期一度落后，让微软Azure借OpenAI、谷歌云借DeepMind和Gemini抢得先机。但近一年来，亚马逊通过投资和技术整合迅速扳回一局。除了OpenAI的千亿级合同，Anthropic也将大量训练负载部署在AWS上。两大明星初创公司的“算力饥渴”，直接转化为AWS的长期收入保障，也为其百万级企业客户提供了最前沿的AI能力入口。起步虽慢，但后发优势显现尽管AWS的AI服务推出时间晚于竞品，但其庞大的现有客户群和完整的工具链让后来者不容小觑。随着企业从模型训练转向应用落地，AWS的SageMaker、Bedrock等平台正快速渗透。Jassy的底气还在于，AWS的基础设施规模与运营效率仍是行业标杆，这使其能以更低成本满足超大规模算力需求。政府订单加持，AWS再下一城除商业市场外，AWS也在拓展公共部门。OpenAI最近与AWS达成协议，将向美国政府雇员提供AI服务，涵盖机密和非机密工作。这意味着OpenAI将有能力支持五角大楼的项目，而AWS作为底层基础设施提供方，自然分得一杯羹。这一合作不仅带来直接收入，更强化了AWS在主权AI领域的地位。十年6000亿美元的目标能否实现，取决于AI技术迭代速度、客户采用率以及竞争格局。但可以肯定的是，AWS正将筹码押在AI这条赛道上，而OpenAI和Anthropic则是它最重的赌注。","news_type":1,"symbols_score_info":{"AMZU":2,"AMZZ":2,"AMZY":2,"AMZD":2,"AMZN":2}},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616084699,"gmtCreate":1651237840035,"gmtModify":1651237840035,"author":{"id":"3560490462682652","authorId":"3560490462682652","name":"卡卡洛特里","avatar":"https://static.tigerbbs.com/3c576de05eb0f0c223afca637aa5ba22","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560490462682652","authorIdStr":"3560490462682652"},"themes":[],"htmlText":"<a 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