Yangsirisme的个人主页 - 老虎社区

Yangsirisme

Yangsirisme

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IP属地：江西

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2主题

0勋章

04-08 08:03

$微黄金2606(MGC2606)$ 减了再来买，希望给机会

04-08 07:36

$微型WTI原油2605(MCL2605)$

04-08 07:35

$微型WTI原油2605(MCL2605)$ 两手115的空108和105就卖了还是低估了消息🍜一出龙头踩踏的力量

04-08 06:03

$微黄金2606(MGC2606)$几次上来又下去了，总算成交了

04-07 11:29

Taco来袭，之前哪怕不开霍尔木兹海峡也能达成协议已经表露出来特朗普耗不起了，这周已经是第五周了，轰炸基础设施简单，但是局势再升级把整个中东石油设施拖进来是特朗普不愿意看到的，等消息吧，特朗普不是冲动的人

美官员称美伊达成停火协议“希望渐灭”

03-31

人家伊朗会放行除了你们盟友以外的其他国家放心吧

特朗普：各国应自行去霍尔木兹海峡“抢石油”

03-27

$微型WTI原油2605(MCL2605)$

03-21

$1盎司黄金2604(1OZ2604)$ 左侧难搞，管你是什么，都能让你奔溃

03-21

$1盎司黄金2604(1OZ2604)$ 高抛低吸

03-19

$1盎司黄金2604(1OZ2604)$ 造孽啊，涨跌都超出预料

03-19

$1盎司黄金2604(1OZ2604)$ tmd强平了

03-19

$微型WTI原油2604(MCL2604)$

03-18

$微型WTI原油2604(MCL2604)$ 妈的。第一次搞期货入金搞半天，多了一块多追涨进去，多花了一千块

03-17

特朗普的马仔

白宫经济顾问哈塞特：油轮开始通过霍尔木兹海峡，伊朗冲突将在短期内结束

03-15

陕西煤业真的吊

信号突变！“HALO资产”，突然爆火！双重焦虑之下，谁才值得重仓？

03-13

有毛线用，伊朗捏着霍尔木兹海峡相当于捏着你的蛋了不松手再怎么都没用，两周得上120

美国财长贝森特：允许各国购买目前滞留在海上的俄罗斯石油

03-10

$三倍做多半导体ETF-Direxion Daily(SOXL)$ 什么45怎么可以成交的

03-05

怎么得知两周内恢复70%？

高盛“逆市看涨”的逻辑：霍尔木兹海峡将在5天后恢复流通，两周内恢复70%，四周后恢复100%

03-04

$京东(JD)$ 怎么这么差劲，强子啊你真不给力啊股票，对得起你的兄弟吗

03-03

什么原因

现货白银盘中“跳水”，跌幅扩大至近7%，现货黄金同步走低

去老虎APP查看更多动态

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两手115的空108和105就卖了还是低估了消息🍜一出龙头踩踏的力量","images":[{"img":"https://static.tigerbbs.com/0e257a60b683a6d0999e636d5597a121","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551252136237144","isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":551229426237456,"gmtCreate":1775599423882,"gmtModify":1775599427929,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/MGC2606\">$微黄金2606(MGC2606)$</a>几次上来又下去了， 总算成交了","listText":"<a href=\"https://laohu8.com/FUT/MGC2606\">$微黄金2606(MGC2606)$</a>几次上来又下去了， 总算成交了","text":"$微黄金2606(MGC2606)$几次上来又下去了， 总算成交了","images":[{"img":"https://static.tigerbbs.com/1f705589c5d402c89da3efc70468230e","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551229426237456","isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":550928615325888,"gmtCreate":1775532599238,"gmtModify":1775532785784,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"Taco来袭，之前哪怕不开霍尔木兹海峡也能达成协议已经表露出来特朗普耗不起了，这周已经是第五周了，轰炸基础设施简单，但是局势再升级把整个中东石油设施拖进来是特朗普不愿意看到的，等消息吧，特朗普不是冲动的人","listText":"Taco来袭，之前哪怕不开霍尔木兹海峡也能达成协议已经表露出来特朗普耗不起了，这周已经是第五周了，轰炸基础设施简单，但是局势再升级把整个中东石油设施拖进来是特朗普不愿意看到的，等消息吧，特朗普不是冲动的人","text":"Taco来袭，之前哪怕不开霍尔木兹海峡也能达成协议已经表露出来特朗普耗不起了，这周已经是第五周了，轰炸基础设施简单，但是局势再升级把整个中东石油设施拖进来是特朗普不愿意看到的，等消息吧，特朗普不是冲动的人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/550928615325888","repostId":"1162996107","repostType":2,"repost":{"id":"1162996107","kind":"news","pubTimestamp":1775531997,"share":"https://www.laohu8.com/m/news/1162996107?lang=zh_CN&edition=full","pubTime":"2026-04-07 11:19","market":"us","language":"zh","title":"美官员称美伊达成停火协议“希望渐灭”","url":"https://stock-news.laohu8.com/highlight/detail?id=1162996107","media":"央视新闻","summary":"据美国方面6日消息，调解方对伊朗在美国总统特朗普设定的最后期限前“屈服”并重新开放霍尔木兹海峡感到悲观，美伊达成停火协议“希望渐灭”。一些美国官员表示，在特朗普设定的美国东部时间7日20时最后期限到来之前，美伊立场“差距过大，难以缩小”。一些美国官员称，特朗普私下对美伊达成协议“不那么乐观”，预计将在美国东部时间7日晚间下达打击伊朗的最终命令，不过特朗普的想法可能会根据形势变化随时改变。","content":"<html><head></head><body><p>据美国方面6日消息，调解方对伊朗在美国总统特朗普设定的最后期限前“屈服”并重新开放霍尔木兹海峡感到悲观，<strong>美伊达成停火协议“希望渐灭”</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7338d63233edbec8b2edacfe375cc55\" alt=\"△当地时间4月6日，伊朗首都德黑兰\" title=\"△当地时间4月6日，伊朗首都德黑兰\" tg-width=\"800\" tg-height=\"533\"/><span>△当地时间4月6日，伊朗首都德黑兰</span></p><p style=\"text-align: justify;\">一些美国官员表示，在特朗普设定的美国东部时间7日20时最后期限到来之前，美伊立场“差距过大，难以缩小”。与此同时，据熟悉情况的阿拉伯国家官员称，伊朗官员已告诉调解方，即使与美国的谈判取得进展，他们预计美国将继续袭击伊朗，以色列也将继续对伊朗发动空袭以“清除”伊朗高级官员。</p><p style=\"text-align: justify;\">一些美国官员称，特朗普私下对美伊达成协议“不那么乐观”，预计将在美国东部时间7日晚间下达打击伊朗的最终命令，不过特朗普的想法可能会根据形势变化随时改变。特朗普渴望结束战争，他意识到美国民众对更多军事行动的耐心有限。</p><p style=\"text-align: justify;\">据悉，埃及、土耳其和巴基斯坦正通过外交渠道及其情报机构向伊朗传递美方信息。“一个复杂因素是，这些国家的调解方与伊朗沟通对象重叠。另一个复杂因素是，许多伊朗高级官员身亡和伊朗政府通信基础设施遭袭，使得美国难以确定与伊朗方面哪些人谈判以及如何联系他们。”</p><p style=\"text-align: justify;\">美国和中东国家官员表示，谈判的任何决定都是由伊朗最高国家安全委员会和伊朗伊斯兰革命卫队总司令艾哈迈德·瓦希迪作出的。埃及、土耳其的情报部门负责人以及巴基斯坦陆军参谋长正将他们的调解努力集中在瓦希迪和其他革命卫队高级情报官员身上。</p></body></html>","source":"lsy1568181200495","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美官员称美伊达成停火协议“希望渐灭”</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美官员称美伊达成停火协议“希望渐灭”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-07 11:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=15929556014046595267&channelId=1119><strong>央视新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据美国方面6日消息，调解方对伊朗在美国总统特朗普设定的最后期限前“屈服”并重新开放霍尔木兹海峡感到悲观，美伊达成停火协议“希望渐灭”。△当地时间4月6日，伊朗首都德黑兰一些美国官员表示，在特朗普设定的美国东部时间7日20时最后期限到来之前，美伊立场“差距过大，难以缩小”。与此同时，据熟悉情况的阿拉伯国家官员称，伊朗官员已告诉调解方，即使与美国的谈判取得进展，他们预计美国将继续袭击伊朗，以色列也将...</p>\n\n<a href=\"https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=15929556014046595267&channelId=1119\">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/492921a71a46ed6d9ca9d4d0824455f2","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","NDX":"纳斯达克100指数"},"source_url":"https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=15929556014046595267&channelId=1119","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162996107","content_text":"据美国方面6日消息，调解方对伊朗在美国总统特朗普设定的最后期限前“屈服”并重新开放霍尔木兹海峡感到悲观，美伊达成停火协议“希望渐灭”。△当地时间4月6日，伊朗首都德黑兰一些美国官员表示，在特朗普设定的美国东部时间7日20时最后期限到来之前，美伊立场“差距过大，难以缩小”。与此同时，据熟悉情况的阿拉伯国家官员称，伊朗官员已告诉调解方，即使与美国的谈判取得进展，他们预计美国将继续袭击伊朗，以色列也将继续对伊朗发动空袭以“清除”伊朗高级官员。一些美国官员称，特朗普私下对美伊达成协议“不那么乐观”，预计将在美国东部时间7日晚间下达打击伊朗的最终命令，不过特朗普的想法可能会根据形势变化随时改变。特朗普渴望结束战争，他意识到美国民众对更多军事行动的耐心有限。据悉，埃及、土耳其和巴基斯坦正通过外交渠道及其情报机构向伊朗传递美方信息。“一个复杂因素是，这些国家的调解方与伊朗沟通对象重叠。另一个复杂因素是，许多伊朗高级官员身亡和伊朗政府通信基础设施遭袭，使得美国难以确定与伊朗方面哪些人谈判以及如何联系他们。”美国和中东国家官员表示，谈判的任何决定都是由伊朗最高国家安全委员会和伊朗伊斯兰革命卫队总司令艾哈迈德·瓦希迪作出的。埃及、土耳其的情报部门负责人以及巴基斯坦陆军参谋长正将他们的调解努力集中在瓦希迪和其他革命卫队高级情报官员身上。","news_type":1,"symbols_score_info":{".IXIC":2,"NDX":2,".SPX":2,"NQmain":2,"MNQmain":2,"MNQ2603":2,".DJI":2,"ESmain":2,"YMmain":2,"MNQ2612":2}},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548591719773584,"gmtCreate":1774957013363,"gmtModify":1774957016153,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"人家伊朗会放行除了你们盟友以外的其他国家放心吧","listText":"人家伊朗会放行除了你们盟友以外的其他国家放心吧","text":"人家伊朗会放行除了你们盟友以外的其他国家放心吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/548591719773584","repostId":"1139319139","repostType":2,"repost":{"id":"1139319139","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":1774956195,"share":"https://www.laohu8.com/m/news/1139319139?lang=zh_CN&edition=full","pubTime":"2026-03-31 19:23","market":"us","language":"zh","title":"特朗普：各国应自行去霍尔木兹海峡“抢石油”","url":"https://stock-news.laohu8.com/highlight/detail?id=1139319139","media":"老虎资讯综合","summary":"美国总统特朗普：所有那些因为霍尔木兹海峡而无法获得喷气燃料的国家，比如拒绝卷入伊朗斩首事件的英国，我有个建议给你们：第一，向美国购买，我们有充足的供应；第二，鼓起一些勇气，前往海峡，直接夺取。你们必须学会自己争取，今后美国不会再帮你们了，就像你们过去没有帮过我们一样。伊朗基本上已经被摧毁殆尽，困难的部分已经过去了。去争取你们自己的石油吧！","content":"<html><head></head><body><p>美国总统特朗普3月31日在社交媒体上发文说，所有因霍尔木兹海峡被关闭而无法获得航空燃油的国家，比如拒绝参与打击伊朗的英国，“我给你们建议：第一，从美国买，我们有的是；第二，鼓起勇气去海峡那里抢过来”。</p><p>特朗普还称：“你们得开始学会为自己而战，美国不会再帮你们了。伊朗基本上已经被打垮了。最难的部分已经完成。自己去弄你们的石油吧。”（新华社）</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5340a93d38b55394f84681b69626819\" title=\"\" tg-width=\"604\" tg-height=\"266\"/></p><p><br/></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：各国应自行去霍尔木兹海峡“抢石油” </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; 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19:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国总统特朗普3月31日在社交媒体上发文说，所有因霍尔木兹海峡被关闭而无法获得航空燃油的国家，比如拒绝参与打击伊朗的英国，“我给你们建议：第一，从美国买，我们有的是；第二，鼓起勇气去海峡那里抢过来”。</p><p>特朗普还称：“你们得开始学会为自己而战，美国不会再帮你们了。伊朗基本上已经被打垮了。最难的部分已经完成。自己去弄你们的石油吧。”（新华社）</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5340a93d38b55394f84681b69626819\" title=\"\" tg-width=\"604\" tg-height=\"266\"/></p><p><br/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/d630affd3bacdab9e9fd5e0627805ee0","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139319139","content_text":"美国总统特朗普3月31日在社交媒体上发文说，所有因霍尔木兹海峡被关闭而无法获得航空燃油的国家，比如拒绝参与打击伊朗的英国，“我给你们建议：第一，从美国买，我们有的是；第二，鼓起勇气去海峡那里抢过来”。特朗普还称：“你们得开始学会为自己而战，美国不会再帮你们了。伊朗基本上已经被打垮了。最难的部分已经完成。自己去弄你们的石油吧。”（新华社）","news_type":1,"symbols_score_info":{"CLmain":2}},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544518779726666","authorId":"3544518779726666","name":"里二外三","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3544518779726666","authorIdStr":"3544518779726666"},"content":"四分五裂，头都没了，恐怕六亲不认模式了","text":"四分五裂，头都没了，恐怕六亲不认模式了","html":"四分五裂，头都没了，恐怕六亲不认模式了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":547029379122704,"gmtCreate":1774575584209,"gmtModify":1774575595837,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/FUT/1OZ2604\">$1盎司黄金2604(1OZ2604)$</a> 左侧难搞，管你是什么，都能让你奔溃","listText":"<a href=\"https://laohu8.com/FUT/1OZ2604\">$1盎司黄金2604(1OZ2604)$</a> 左侧难搞，管你是什么，都能让你奔溃","text":"$1盎司黄金2604(1OZ2604)$ 左侧难搞，管你是什么，都能让你奔溃","images":[{"img":"https://static.tigerbbs.com/c4d72cb7c21a73c5b87364314ed1f8c4","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/544930827171296","isVote":1,"tweetType":1,"viewCount":3539,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088626949262520","authorId":"4088626949262520","name":"Inmoretion","avatar":"https://static.tigerbbs.com/b1c0fdec2b419399e39fd0a7b103ef63","crmLevel":7,"crmLevelSwitch":1,"idStr":"4088626949262520","authorIdStr":"4088626949262520"},"content":"没办法，黄金现在跟着大盘走了","text":"没办法，黄金现在跟着大盘走了","html":"没办法，黄金现在跟着大盘走了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":544831644520888,"gmtCreate":1774024894431,"gmtModify":1774024896777,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"<a 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造孽啊，涨跌都超出预料","images":[{"img":"https://static.tigerbbs.com/2f6915e3a0487541057b1621ac803498","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/544389209834520","isVote":1,"tweetType":1,"viewCount":9508,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"content":"我也一样遭受重创！","text":"我也一样遭受重创！","html":"我也一样遭受重创！"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":544362988261376,"gmtCreate":1773926601709,"gmtModify":1773928071544,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"<a 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19:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>白宫经济顾问哈塞特：<strong>油轮开始通过霍尔木兹海峡。伊朗冲突将在短期内结束。这事几周内就能结束，不会拖上几个月。</strong>在把这件事（对伊朗的行动）完成之前，美国总统特朗普绝不会退缩。</p><p>哈塞特：期货显示油价将在今年晚些时候回到50多美元/桶。如有必要可以进一步释放石油储备。</p><p>哈塞特：我们已经为每个季度的混乱局面制定了计划。计划包括化肥和向西海岸运送燃料。眼下几乎到了播种季节，因此化肥至关重要。我们一直在寻找化肥的其他来源。曾与委内瑞拉、摩洛哥就化肥问题开展合作。成功找到其他肥料来源。我们的重点是帮助美国农民获得化肥。</p><p>哈塞特：美国经济依然“基本面强劲”。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fec5acb98dc4d78fbd636373bf28956e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160002539","content_text":"白宫经济顾问哈塞特：油轮开始通过霍尔木兹海峡。伊朗冲突将在短期内结束。这事几周内就能结束，不会拖上几个月。在把这件事（对伊朗的行动）完成之前，美国总统特朗普绝不会退缩。哈塞特：期货显示油价将在今年晚些时候回到50多美元/桶。如有必要可以进一步释放石油储备。哈塞特：我们已经为每个季度的混乱局面制定了计划。计划包括化肥和向西海岸运送燃料。眼下几乎到了播种季节，因此化肥至关重要。我们一直在寻找化肥的其他来源。曾与委内瑞拉、摩洛哥就化肥问题开展合作。成功找到其他肥料来源。我们的重点是帮助美国农民获得化肥。哈塞特：美国经济依然“基本面强劲”。","news_type":1,"symbols_score_info":{"ESmain":2,"YMmain":2,"NQmain":2}},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":542914001375992,"gmtCreate":1773542198019,"gmtModify":1773544376687,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"陕西煤业真的吊","listText":"陕西煤业真的吊","text":"陕西煤业真的吊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/542914001375992","repostId":"1106327942","repostType":4,"repost":{"id":"1106327942","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1773538110,"share":"https://www.laohu8.com/m/news/1106327942?lang=zh_CN&edition=full","pubTime":"2026-03-15 09:28","market":"sh","language":"zh","title":"信号突变！“HALO资产”，突然爆火！双重焦虑之下，谁才值得重仓？","url":"https://stock-news.laohu8.com/highlight/detail?id=1106327942","media":"券商中国","summary":"事实上，“HALO资产”一直是价值投资的重要标的。但如果以赛道的方式理解，用高估值买入“HALO资产”，那么注定会用多年时间消化估值泡沫。过去十年，“HALO资产”表面上默默无闻，从来不在风口，但其实涨幅可观。当前A股股息率超过3%，而估值低于20倍的“HALO资产”依然大幅存在。“HALO资产”的投资需要严格关注估值和股东回报文化。","content":"<html><head></head><body><p>受地缘紧张和AI颠覆恐慌的双重影响，“轻资产”成长股近期受到市场冷落，而“HALO资产”受到资金追捧，资源、铁路、港口、交通运输、机械设备、公用事业等板块走强。</p><p style=\"text-align: justify;\">“HALO资产”，全称“Heavy Asset, Low Obsolescence”，即具备重资产、低淘汰率特质的企业资产类别，这一概念由投资机构Ritholtz的Josh Brown于2026年2月初首次提出，随后被摩根士丹利、高盛等华尔街投行广泛采纳。</p><p style=\"text-align: justify;\"><strong>事实上，“HALO资产”一直是价值投资的重要标的。A股价值投资大佬张尧“20年2000倍”正是源于这一逻辑，中国神华、陕西煤业、国投电力、中国海油无不是“HALO资产”；而巴菲特旗下的石油、电力、铁路行业的公司也早已有之；许多资源类巨头如石油公司巨头埃克森美孚的前身1920年就已经是上市公司了，经历过长达百年不同经济周期、各种重大事件的考验，公司股价依然能够不断创出新高。</strong></p><p style=\"text-align: justify;\">对投资者来说，处于低竞争领域的重资产公司可能不具备爆发性，但具备看得清和算得清两大特点，适合重仓持有，在极度深寒时以极低的估值买入，如张尧式的布局甚至可以创造投资的奇迹。</p><p style=\"text-align: justify;\">但如果以赛道的方式理解，用高估值买入“HALO资产”，那么注定会用多年时间消化估值泡沫。它们从来不是赛道，对其投资需要极度的耐心，买入时需要关注估值和股东回报。</p><h2 id=\"id_1631796950\">双重焦虑日益加重</h2><p style=\"text-align: justify;\">地缘政治紧张，单边主义盛行，每个国家的资源、关键产能和基础设施都受到了前所未有的重视。</p><p style=\"text-align: justify;\">在地缘动荡和逆全球化的年代，对大国的评判方式发生了深远的改变。在全球化时代，人均GDP、企业盈利、消费水平等的评价指标是评判一个国家是否强大的标志。然而，在地缘冲突日益加剧的时代，科技自主、经济韧性、工业规模、关键产能指标受到日益关注。重资产公司构成一国经济的骨架，关乎国计民生，而对地缘紧张和逆全球化可能会长期存在的评判，让资本市场重新评估重资产公司。</p><p style=\"text-align: justify;\">与此同时，AI发展的如火如荼也让科技巨头们陷入被颠覆的焦虑中，反AI押注使得硬资产公司成为资金关注的重点。</p><p style=\"text-align: justify;\">互联网“预言帝”凯文·凯利在其新书《5000天后的世界》中表示，纵观颠覆性技术的发展史，一个领域的主导者从来无法在下一个时代的平台上继续称雄。曾几何时，许许多多的公司妄图与制造计算机的IBM抗衡，并为此研发出一系列产品，然而并没有一家公司侥幸成功。业界甚至流传着一个笑话：“逆IBM者，遑论成功。”</p><p style=\"text-align: justify;\">然而，仿佛就在一瞬间，IBM也跌下了宝座。因为计算机时代进入了一个不再聚焦于硬件而更在乎软件的时代。于是，能够做好软件开发的公司取而代之。众所周知，做出Windows的微软取得了胜利。</p><p style=\"text-align: justify;\">新一轮竞争继续展开，很多软件开发公司试图以自己的操作系统对抗微软，其结果依然是铩羽而归。因为微软太强大了，其他操作系统实难匹敌。那么，又是谁最终将微软推下了王座？成为时代新贵的就是搜索引擎公司——谷歌。它并没有致力于开发操作系统，而是开拓了搜索引擎的新天地。</p><p style=\"text-align: justify;\">然后，又有人想在搜索引擎的领域里和谷歌一决雌雄，结果依然是以失败告终。超越谷歌的新王者是社交媒体公司脸书。现在的局面是数以千计的公司都在社交媒体领域和脸书对抗，他们也很难取胜。下一个胜出的必然是AR公司。</p><p style=\"text-align: justify;\">凯文·凯利说，每一个时代最强的那个公司，从IBM到微软，再到谷歌和脸书，可能都会想要在AR的世界里站在最领先的位置，但是历史告诉我们，没有一个公司可以笑傲下一个时代，因为它们的成功会成为它们最大的桎梏。</p><h2 id=\"id_3109535190\">“HALO资产”一直都在</h2><p style=\"text-align: justify;\">“HALO资产”一直都在，它们因为简单易懂、低估值、高分红、高现金流、可持续性等特点被价值投资者青睐，它们可能不具备爆发性，但具备“买入定输赢”的确定性，让投资者敢于重仓。投资重要的是不要有大亏，复利才能真正发挥长期作用，而“HALO资产”在满足估值与股东文化等约束的条件下，无疑是一种“有底”的投资标的。</p><p style=\"text-align: justify;\">过去十年，“HALO资产”表面上默默无闻，从来不在风口，但其实涨幅可观。中国神华过去十年上涨6倍，陕西煤业上涨8.7倍，涨幅堪比科网股；长江电力和国投电力的涨幅均在2倍以上，年化收益超过10%；安徽合力和中创智领等机械设备公司十年涨幅3倍左右；基础化工公司正丹股份涨幅超过2倍。</p><p style=\"text-align: justify;\">业绩是这类公司上涨的主要原因。如粤高速2014年的归母净利润为3.19亿元，2024年的净利润为15.62亿元，业绩十年提升了近4倍；申能股份2014年的归母净利润为20.61亿元，2024年的净利润为39.44亿元，业绩十年提升近一倍。</p><p style=\"text-align: justify;\">当前A股股息率超过3%，而估值低于20倍的“HALO资产”依然大幅存在。“HALO资产”的投资需要严格关注估值和股东回报文化。高估值的“HALO资产”需要很多年才能回本，2007年以40元以上价格抢中国石油的投资者对此深有体会。而有些公司缺乏股东回报文化，可能导致守着金饭碗却吃不上饭，分红度一切苦厄，股息率不仅反映着公司现金流质量也体现了股东回报的文化。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a79ba676a8e0800d41e5a488267d542\" alt=\"\" title=\"\" tg-width=\"1058\" tg-height=\"3278\"/></p><p style=\"text-align: justify;\">全球“HALO”交易情绪维持高位：纯粹的“轻资产成长叙事”溢价正在被系统性压缩。相反，那些拥有极高物理壁垒、手握实物资产（如上游资源、关键产能、基础设施），且现金流充裕的传统产业龙头，正作为抵御通胀与技术颠覆的“终极避风港”，重新赢得全球资本的战略性超配。</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>信号突变！“HALO资产”，突然爆火！双重焦虑之下，谁才值得重仓？</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信号突变！“HALO资产”，突然爆火！双重焦虑之下，谁才值得重仓？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2026-03-15 09:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>受地缘紧张和AI颠覆恐慌的双重影响，“轻资产”成长股近期受到市场冷落，而“HALO资产”受到资金追捧，资源、铁路、港口、交通运输、机械设备、公用事业等板块走强。</p><p style=\"text-align: justify;\">“HALO资产”，全称“Heavy Asset, Low Obsolescence”，即具备重资产、低淘汰率特质的企业资产类别，这一概念由投资机构Ritholtz的Josh Brown于2026年2月初首次提出，随后被摩根士丹利、高盛等华尔街投行广泛采纳。</p><p style=\"text-align: justify;\"><strong>事实上，“HALO资产”一直是价值投资的重要标的。A股价值投资大佬张尧“20年2000倍”正是源于这一逻辑，中国神华、陕西煤业、国投电力、中国海油无不是“HALO资产”；而巴菲特旗下的石油、电力、铁路行业的公司也早已有之；许多资源类巨头如石油公司巨头埃克森美孚的前身1920年就已经是上市公司了，经历过长达百年不同经济周期、各种重大事件的考验，公司股价依然能够不断创出新高。</strong></p><p style=\"text-align: justify;\">对投资者来说，处于低竞争领域的重资产公司可能不具备爆发性，但具备看得清和算得清两大特点，适合重仓持有，在极度深寒时以极低的估值买入，如张尧式的布局甚至可以创造投资的奇迹。</p><p style=\"text-align: justify;\">但如果以赛道的方式理解，用高估值买入“HALO资产”，那么注定会用多年时间消化估值泡沫。它们从来不是赛道，对其投资需要极度的耐心，买入时需要关注估值和股东回报。</p><h2 id=\"id_1631796950\">双重焦虑日益加重</h2><p style=\"text-align: justify;\">地缘政治紧张，单边主义盛行，每个国家的资源、关键产能和基础设施都受到了前所未有的重视。</p><p style=\"text-align: justify;\">在地缘动荡和逆全球化的年代，对大国的评判方式发生了深远的改变。在全球化时代，人均GDP、企业盈利、消费水平等的评价指标是评判一个国家是否强大的标志。然而，在地缘冲突日益加剧的时代，科技自主、经济韧性、工业规模、关键产能指标受到日益关注。重资产公司构成一国经济的骨架，关乎国计民生，而对地缘紧张和逆全球化可能会长期存在的评判，让资本市场重新评估重资产公司。</p><p style=\"text-align: justify;\">与此同时，AI发展的如火如荼也让科技巨头们陷入被颠覆的焦虑中，反AI押注使得硬资产公司成为资金关注的重点。</p><p style=\"text-align: justify;\">互联网“预言帝”凯文·凯利在其新书《5000天后的世界》中表示，纵观颠覆性技术的发展史，一个领域的主导者从来无法在下一个时代的平台上继续称雄。曾几何时，许许多多的公司妄图与制造计算机的IBM抗衡，并为此研发出一系列产品，然而并没有一家公司侥幸成功。业界甚至流传着一个笑话：“逆IBM者，遑论成功。”</p><p style=\"text-align: justify;\">然而，仿佛就在一瞬间，IBM也跌下了宝座。因为计算机时代进入了一个不再聚焦于硬件而更在乎软件的时代。于是，能够做好软件开发的公司取而代之。众所周知，做出Windows的微软取得了胜利。</p><p style=\"text-align: justify;\">新一轮竞争继续展开，很多软件开发公司试图以自己的操作系统对抗微软，其结果依然是铩羽而归。因为微软太强大了，其他操作系统实难匹敌。那么，又是谁最终将微软推下了王座？成为时代新贵的就是搜索引擎公司——谷歌。它并没有致力于开发操作系统，而是开拓了搜索引擎的新天地。</p><p style=\"text-align: justify;\">然后，又有人想在搜索引擎的领域里和谷歌一决雌雄，结果依然是以失败告终。超越谷歌的新王者是社交媒体公司脸书。现在的局面是数以千计的公司都在社交媒体领域和脸书对抗，他们也很难取胜。下一个胜出的必然是AR公司。</p><p style=\"text-align: justify;\">凯文·凯利说，每一个时代最强的那个公司，从IBM到微软，再到谷歌和脸书，可能都会想要在AR的世界里站在最领先的位置，但是历史告诉我们，没有一个公司可以笑傲下一个时代，因为它们的成功会成为它们最大的桎梏。</p><h2 id=\"id_3109535190\">“HALO资产”一直都在</h2><p style=\"text-align: justify;\">“HALO资产”一直都在，它们因为简单易懂、低估值、高分红、高现金流、可持续性等特点被价值投资者青睐，它们可能不具备爆发性，但具备“买入定输赢”的确定性，让投资者敢于重仓。投资重要的是不要有大亏，复利才能真正发挥长期作用，而“HALO资产”在满足估值与股东文化等约束的条件下，无疑是一种“有底”的投资标的。</p><p style=\"text-align: justify;\">过去十年，“HALO资产”表面上默默无闻，从来不在风口，但其实涨幅可观。中国神华过去十年上涨6倍，陕西煤业上涨8.7倍，涨幅堪比科网股；长江电力和国投电力的涨幅均在2倍以上，年化收益超过10%；安徽合力和中创智领等机械设备公司十年涨幅3倍左右；基础化工公司正丹股份涨幅超过2倍。</p><p style=\"text-align: justify;\">业绩是这类公司上涨的主要原因。如粤高速2014年的归母净利润为3.19亿元，2024年的净利润为15.62亿元，业绩十年提升了近4倍；申能股份2014年的归母净利润为20.61亿元，2024年的净利润为39.44亿元，业绩十年提升近一倍。</p><p style=\"text-align: justify;\">当前A股股息率超过3%，而估值低于20倍的“HALO资产”依然大幅存在。“HALO资产”的投资需要严格关注估值和股东回报文化。高估值的“HALO资产”需要很多年才能回本，2007年以40元以上价格抢中国石油的投资者对此深有体会。而有些公司缺乏股东回报文化，可能导致守着金饭碗却吃不上饭，分红度一切苦厄，股息率不仅反映着公司现金流质量也体现了股东回报的文化。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a79ba676a8e0800d41e5a488267d542\" alt=\"\" title=\"\" tg-width=\"1058\" tg-height=\"3278\"/></p><p style=\"text-align: justify;\">全球“HALO”交易情绪维持高位：纯粹的“轻资产成长叙事”溢价正在被系统性压缩。相反，那些拥有极高物理壁垒、手握实物资产（如上游资源、关键产能、基础设施），且现金流充裕的传统产业龙头，正作为抵御通胀与技术颠覆的“终极避风港”，重新赢得全球资本的战略性超配。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106327942","content_text":"受地缘紧张和AI颠覆恐慌的双重影响，“轻资产”成长股近期受到市场冷落，而“HALO资产”受到资金追捧，资源、铁路、港口、交通运输、机械设备、公用事业等板块走强。“HALO资产”，全称“Heavy Asset, Low Obsolescence”，即具备重资产、低淘汰率特质的企业资产类别，这一概念由投资机构Ritholtz的Josh Brown于2026年2月初首次提出，随后被摩根士丹利、高盛等华尔街投行广泛采纳。事实上，“HALO资产”一直是价值投资的重要标的。A股价值投资大佬张尧“20年2000倍”正是源于这一逻辑，中国神华、陕西煤业、国投电力、中国海油无不是“HALO资产”；而巴菲特旗下的石油、电力、铁路行业的公司也早已有之；许多资源类巨头如石油公司巨头埃克森美孚的前身1920年就已经是上市公司了，经历过长达百年不同经济周期、各种重大事件的考验，公司股价依然能够不断创出新高。对投资者来说，处于低竞争领域的重资产公司可能不具备爆发性，但具备看得清和算得清两大特点，适合重仓持有，在极度深寒时以极低的估值买入，如张尧式的布局甚至可以创造投资的奇迹。但如果以赛道的方式理解，用高估值买入“HALO资产”，那么注定会用多年时间消化估值泡沫。它们从来不是赛道，对其投资需要极度的耐心，买入时需要关注估值和股东回报。双重焦虑日益加重地缘政治紧张，单边主义盛行，每个国家的资源、关键产能和基础设施都受到了前所未有的重视。在地缘动荡和逆全球化的年代，对大国的评判方式发生了深远的改变。在全球化时代，人均GDP、企业盈利、消费水平等的评价指标是评判一个国家是否强大的标志。然而，在地缘冲突日益加剧的时代，科技自主、经济韧性、工业规模、关键产能指标受到日益关注。重资产公司构成一国经济的骨架，关乎国计民生，而对地缘紧张和逆全球化可能会长期存在的评判，让资本市场重新评估重资产公司。与此同时，AI发展的如火如荼也让科技巨头们陷入被颠覆的焦虑中，反AI押注使得硬资产公司成为资金关注的重点。互联网“预言帝”凯文·凯利在其新书《5000天后的世界》中表示，纵观颠覆性技术的发展史，一个领域的主导者从来无法在下一个时代的平台上继续称雄。曾几何时，许许多多的公司妄图与制造计算机的IBM抗衡，并为此研发出一系列产品，然而并没有一家公司侥幸成功。业界甚至流传着一个笑话：“逆IBM者，遑论成功。”然而，仿佛就在一瞬间，IBM也跌下了宝座。因为计算机时代进入了一个不再聚焦于硬件而更在乎软件的时代。于是，能够做好软件开发的公司取而代之。众所周知，做出Windows的微软取得了胜利。新一轮竞争继续展开，很多软件开发公司试图以自己的操作系统对抗微软，其结果依然是铩羽而归。因为微软太强大了，其他操作系统实难匹敌。那么，又是谁最终将微软推下了王座？成为时代新贵的就是搜索引擎公司——谷歌。它并没有致力于开发操作系统，而是开拓了搜索引擎的新天地。然后，又有人想在搜索引擎的领域里和谷歌一决雌雄，结果依然是以失败告终。超越谷歌的新王者是社交媒体公司脸书。现在的局面是数以千计的公司都在社交媒体领域和脸书对抗，他们也很难取胜。下一个胜出的必然是AR公司。凯文·凯利说，每一个时代最强的那个公司，从IBM到微软，再到谷歌和脸书，可能都会想要在AR的世界里站在最领先的位置，但是历史告诉我们，没有一个公司可以笑傲下一个时代，因为它们的成功会成为它们最大的桎梏。“HALO资产”一直都在“HALO资产”一直都在，它们因为简单易懂、低估值、高分红、高现金流、可持续性等特点被价值投资者青睐，它们可能不具备爆发性，但具备“买入定输赢”的确定性，让投资者敢于重仓。投资重要的是不要有大亏，复利才能真正发挥长期作用，而“HALO资产”在满足估值与股东文化等约束的条件下，无疑是一种“有底”的投资标的。过去十年，“HALO资产”表面上默默无闻，从来不在风口，但其实涨幅可观。中国神华过去十年上涨6倍，陕西煤业上涨8.7倍，涨幅堪比科网股；长江电力和国投电力的涨幅均在2倍以上，年化收益超过10%；安徽合力和中创智领等机械设备公司十年涨幅3倍左右；基础化工公司正丹股份涨幅超过2倍。业绩是这类公司上涨的主要原因。如粤高速2014年的归母净利润为3.19亿元，2024年的净利润为15.62亿元，业绩十年提升了近4倍；申能股份2014年的归母净利润为20.61亿元，2024年的净利润为39.44亿元，业绩十年提升近一倍。当前A股股息率超过3%，而估值低于20倍的“HALO资产”依然大幅存在。“HALO资产”的投资需要严格关注估值和股东回报文化。高估值的“HALO资产”需要很多年才能回本，2007年以40元以上价格抢中国石油的投资者对此深有体会。而有些公司缺乏股东回报文化，可能导致守着金饭碗却吃不上饭，分红度一切苦厄，股息率不仅反映着公司现金流质量也体现了股东回报的文化。全球“HALO”交易情绪维持高位：纯粹的“轻资产成长叙事”溢价正在被系统性压缩。相反，那些拥有极高物理壁垒、手握实物资产（如上游资源、关键产能、基础设施），且现金流充裕的传统产业龙头，正作为抵御通胀与技术颠覆的“终极避风港”，重新赢得全球资本的战略性超配。","news_type":1,"symbols_score_info":{"000001.SH":2}},"isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":542054321820488,"gmtCreate":1773362977755,"gmtModify":1773362980309,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"有毛线用，伊朗捏着霍尔木兹海峡相当于捏着你的蛋了不松手再怎么都没用，两周得上120","listText":"有毛线用，伊朗捏着霍尔木兹海峡相当于捏着你的蛋了不松手再怎么都没用，两周得上120","text":"有毛线用，伊朗捏着霍尔木兹海峡相当于捏着你的蛋了不松手再怎么都没用，两周得上120","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/542054321820488","repostId":"1162561205","repostType":2,"repost":{"id":"1162561205","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":1773359436,"share":"https://www.laohu8.com/m/news/1162561205?lang=zh_CN&edition=full","pubTime":"2026-03-13 07:50","market":"fut","language":"zh","title":"美国财长贝森特：允许各国购买目前滞留在海上的俄罗斯石油","url":"https://stock-news.laohu8.com/highlight/detail?id=1162561205","media":"老虎资讯综合","summary":"正提供一项临时授权。","content":"<html><head></head><body><p><strong>美国财长贝森特：为扩大现有供应的全球覆盖范围，美国财政部正提供一项临时授权，允许各国购买目前滞留在海上的俄罗斯石油。</strong>这一短期措施仅适用于已在运输途中的石油，不会给俄罗斯政府带来显著的财政收益。</p><p>据美国财政部网站，美国颁发的许可证允许自3月12日起销售已装载于船舶上的俄罗斯原油和石油产品，截至美东时间4月11日零时01分前可销售此类俄罗斯原油及石油产品。</p><p>国际油价短线下挫，WTI、布伦特原油期货均跌超0.3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/079a22f45a890475c1f145fd1280cb96\" title=\"\" tg-width=\"1173\" tg-height=\"408\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ea42f8555f006d78a4cdc7530407b0b\" title=\"\" tg-width=\"1164\" tg-height=\"420\"/></p><p></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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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国财长贝森特：允许各国购买目前滞留在海上的俄罗斯石油\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\">2026-03-13 07:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>美国财长贝森特：为扩大现有供应的全球覆盖范围，美国财政部正提供一项临时授权，允许各国购买目前滞留在海上的俄罗斯石油。</strong>这一短期措施仅适用于已在运输途中的石油，不会给俄罗斯政府带来显著的财政收益。</p><p>据美国财政部网站，美国颁发的许可证允许自3月12日起销售已装载于船舶上的俄罗斯原油和石油产品，截至美东时间4月11日零时01分前可销售此类俄罗斯原油及石油产品。</p><p>国际油价短线下挫，WTI、布伦特原油期货均跌超0.3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/079a22f45a890475c1f145fd1280cb96\" title=\"\" tg-width=\"1173\" tg-height=\"408\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ea42f8555f006d78a4cdc7530407b0b\" title=\"\" tg-width=\"1164\" tg-height=\"420\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/694f12098a1183856ae9f1a61e97c6c4","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162561205","content_text":"美国财长贝森特：为扩大现有供应的全球覆盖范围，美国财政部正提供一项临时授权，允许各国购买目前滞留在海上的俄罗斯石油。这一短期措施仅适用于已在运输途中的石油，不会给俄罗斯政府带来显著的财政收益。据美国财政部网站，美国颁发的许可证允许自3月12日起销售已装载于船舶上的俄罗斯原油和石油产品，截至美东时间4月11日零时01分前可销售此类俄罗斯原油及石油产品。国际油价短线下挫，WTI、布伦特原油期货均跌超0.3%。","news_type":1,"symbols_score_info":{"BZmain":2,"CLmain":2}},"isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541020485496888,"gmtCreate":1773103212862,"gmtModify":1773103215577,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a> 什么45怎么可以成交的","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a> 什么45怎么可以成交的","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$ 什么45怎么可以成交的","images":[{"img":"https://static.tigerbbs.com/e50c9775b77be5f2d2d9977566e2647f","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/541020485496888","isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":5,"crmLevelSwitch":0,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"content":"被止损了呢，昨天没注意有这么低","text":"被止损了呢，昨天没注意有这么低","html":"被止损了呢，昨天没注意有这么低"},{"author":{"id":"3504585449641057","authorId":"3504585449641057","name":"顺势盈利","avatar":"https://static.tigerbbs.com/35ff7d908906d8c7c5afe0058aa759cc","crmLevel":2,"crmLevelSwitch":0,"idStr":"3504585449641057","authorIdStr":"3504585449641057"},"content":"45买的怎么也20%盈利了","text":"45买的怎么也20%盈利了","html":"45买的怎么也20%盈利了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":539279265092640,"gmtCreate":1772679061374,"gmtModify":1772679063535,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"怎么得知两周内恢复70%？","listText":"怎么得知两周内恢复70%？","text":"怎么得知两周内恢复70%？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/539279265092640","repostId":"2617934495","repostType":2,"repost":{"id":"2617934495","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":1772677854,"share":"https://www.laohu8.com/m/news/2617934495?lang=zh_CN&edition=full","pubTime":"2026-03-05 10:30","market":"us","language":"zh","title":"高盛“逆市看涨”的逻辑：霍尔木兹海峡将在5天后恢复流通，两周内恢复70%，四周后恢复100%","url":"https://stock-news.laohu8.com/highlight/detail?id=2617934495","media":"华尔街见闻","summary":"中东局势动荡之际，高盛逆势唱多，其策略团队认为强劲的经济和企业基本面意味着近期的市场回调是买入机会，这背后更有对霍尔木兹海峡流通短期内恢复的乐观预期。高盛首席石油策略师Daan Struyven预计，霍尔木兹海峡原油运输将在未来5天内维持目前的极低水平，随后在两周内恢复至正常运量的70%，并于四周后实现100%的全面常态化。","content":"<html><head></head><body><p>全球市场动荡之际，高盛逆势看涨，认为近期的市场回调是买入机会，而非长期熊市的开端，这背后是该机构对霍尔木兹<a href=\"https://laohu8.com/S/002320\">海峡</a>“四周恢复”流通的乐观预期。</p><p>华尔街见闻此前提及 ，由Peter Oppenheimer领导的高盛策略团队在周三一份报告中写道，尽管风险资产正面临来自中东战争以及AI颠覆性影响所引发担忧的“重大阻力”，但经济基本面的韧性以及企业盈利的强劲增长，意味着此次回调的深度和持续时间都将受到限制。</p><p>高盛对全球市场的乐观很大程度上建立在对能源供应链有望快速修复的预期之上。</p><p>高盛首席石油策略师Daan Struyven预计，<strong>受阻的霍尔木兹海峡原油运输将在未来5天内维持目前的极低水平，随后在两周内恢复至正常运量的70%，并于四周后实现100%的全面常态化。</strong></p><h2 id=\"id_1761801129\">海峡流量恢复路径与仓储压力</h2><p>高盛对霍尔木兹海峡的流量恢复设定了具体的时间表。该行假设，海峡的石油出口将在额外5天内保持在当前水平（约为正常水平的15%），然后在接下来的两周内逐步恢复到70%，并在随后的两周内达到100%。</p><p>在出口受阻的背景下，中东产油国面临严峻的仓储压力。高盛估计，沙特阿拉伯，阿联酋，伊拉克，科威特，卡塔尔和伊朗的可用原油陆上储能共计约6亿桶，而在中断开始前闲置产能仅略超3亿桶。在完全关闭的情况下，这部分闲置产能仅能容纳约23天的“受困”原油。</p><p><strong>报告强调，即使海峡出口仅下降85%，产量的实质性削减也会在23天期限到来之前发生</strong>。当原油库存水平开始接近存储极限时，生产将被迫逐渐减少。特别是像伊拉克这样存储缓冲较小的国家，将在更早的阶段面临系统拥堵并率先减产。</p><h2 id=\"id_971813177\">供需预期推高二季度油价</h2><p>此前因“结构性供过于求”而对油价持悲观态度的多家投行，近期开始密集上调目标价。Daan Struyven 也在最新报告中表示，市场正在消化混合信号，海峡流量可能逐渐恢复带来了一定缓解，但减产证据的增加也重新引发了担忧。</p><p>基于上述判断，<strong>高盛将第二季度布伦特原油平均价格预测上调10美元至76美元/桶，并将WTI原油预测上调9美元至71美元/桶。</strong></p><p>报告指出，上调预测主要基于两个原因：首先，海峡出口受阻将导致经合组织（OECD）的商业库存大幅下降，并在3月份造成中东原油产量估计减少2亿桶；其次，挥之不去的地缘政治不确定性将继续支撑风险溢价。</p><h2 id=\"id_2443091846\">长期价格回归与双向风险</h2><p>尽管短期内油价受到强力支撑，高盛对远期油价的调整幅度相对有限。</p><p>该行将布伦特原油2026年第四季度的预测从60美元上调至66美元，并将2027年预测从65美元上调至70美元。高盛预计，随着中断影响消退，市场将重返供过于求的状态，布伦特现货价格将从目前的82美元降至2026年第四季度的66美元。这一回落反映了13美元风险溢价的逐渐消退，以及公允价值下降3美元。</p><p>高盛提示，当前价格预测的风险仍显著偏向上行。例如，如果霍尔木兹海峡的流量在额外5周内保持低位，布伦特油价可能触及100美元，以通过大规模的需求破坏来防止库存跌至临界水平。</p><p><strong>然而，下行风险同样不容忽视。</strong>市场分析指出，如果特朗普的护航计划或多方外交努力见效，促使海峡流量以快于预期的速度恢复，目前的风险溢价将迅速蒸发。一旦观察到船只恢复通行，布伦特油价可能面临12至15美元的大幅暴跌。</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>高盛“逆市看涨”的逻辑：霍尔木兹海峡将在5天后恢复流通，两周内恢复70%，四周后恢复100%</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“逆市看涨”的逻辑：霍尔木兹海峡将在5天后恢复流通，两周内恢复70%，四周后恢复100%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-03-05 10:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>全球市场动荡之际，高盛逆势看涨，认为近期的市场回调是买入机会，而非长期熊市的开端，这背后是该机构对霍尔木兹<a href=\"https://laohu8.com/S/002320\">海峡</a>“四周恢复”流通的乐观预期。</p><p>华尔街见闻此前提及 ，由Peter Oppenheimer领导的高盛策略团队在周三一份报告中写道，尽管风险资产正面临来自中东战争以及AI颠覆性影响所引发担忧的“重大阻力”，但经济基本面的韧性以及企业盈利的强劲增长，意味着此次回调的深度和持续时间都将受到限制。</p><p>高盛对全球市场的乐观很大程度上建立在对能源供应链有望快速修复的预期之上。</p><p>高盛首席石油策略师Daan Struyven预计，<strong>受阻的霍尔木兹海峡原油运输将在未来5天内维持目前的极低水平，随后在两周内恢复至正常运量的70%，并于四周后实现100%的全面常态化。</strong></p><h2 id=\"id_1761801129\">海峡流量恢复路径与仓储压力</h2><p>高盛对霍尔木兹海峡的流量恢复设定了具体的时间表。该行假设，海峡的石油出口将在额外5天内保持在当前水平（约为正常水平的15%），然后在接下来的两周内逐步恢复到70%，并在随后的两周内达到100%。</p><p>在出口受阻的背景下，中东产油国面临严峻的仓储压力。高盛估计，沙特阿拉伯，阿联酋，伊拉克，科威特，卡塔尔和伊朗的可用原油陆上储能共计约6亿桶，而在中断开始前闲置产能仅略超3亿桶。在完全关闭的情况下，这部分闲置产能仅能容纳约23天的“受困”原油。</p><p><strong>报告强调，即使海峡出口仅下降85%，产量的实质性削减也会在23天期限到来之前发生</strong>。当原油库存水平开始接近存储极限时，生产将被迫逐渐减少。特别是像伊拉克这样存储缓冲较小的国家，将在更早的阶段面临系统拥堵并率先减产。</p><h2 id=\"id_971813177\">供需预期推高二季度油价</h2><p>此前因“结构性供过于求”而对油价持悲观态度的多家投行，近期开始密集上调目标价。Daan Struyven 也在最新报告中表示，市场正在消化混合信号，海峡流量可能逐渐恢复带来了一定缓解，但减产证据的增加也重新引发了担忧。</p><p>基于上述判断，<strong>高盛将第二季度布伦特原油平均价格预测上调10美元至76美元/桶，并将WTI原油预测上调9美元至71美元/桶。</strong></p><p>报告指出，上调预测主要基于两个原因：首先，海峡出口受阻将导致经合组织（OECD）的商业库存大幅下降，并在3月份造成中东原油产量估计减少2亿桶；其次，挥之不去的地缘政治不确定性将继续支撑风险溢价。</p><h2 id=\"id_2443091846\">长期价格回归与双向风险</h2><p>尽管短期内油价受到强力支撑，高盛对远期油价的调整幅度相对有限。</p><p>该行将布伦特原油2026年第四季度的预测从60美元上调至66美元，并将2027年预测从65美元上调至70美元。高盛预计，随着中断影响消退，市场将重返供过于求的状态，布伦特现货价格将从目前的82美元降至2026年第四季度的66美元。这一回落反映了13美元风险溢价的逐渐消退，以及公允价值下降3美元。</p><p>高盛提示，当前价格预测的风险仍显著偏向上行。例如，如果霍尔木兹海峡的流量在额外5周内保持低位，布伦特油价可能触及100美元，以通过大规模的需求破坏来防止库存跌至临界水平。</p><p><strong>然而，下行风险同样不容忽视。</strong>市场分析指出，如果特朗普的护航计划或多方外交努力见效，促使海峡流量以快于预期的速度恢复，目前的风险溢价将迅速蒸发。一旦观察到船只恢复通行，布伦特油价可能面临12至15美元的大幅暴跌。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8c6674a050e6b7b1bee5ac723e7f27ea","relate_stocks":{"LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) 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\"A\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4516":"特朗普概念","VIX":"标普500波动率指数","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC",".SPX":"S&P 500 Index","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK4504":"桥水持仓","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0106831901.USD":"贝莱德世界金融基金A2","BK4550":"红杉资本持仓","BK4588":"碎股","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","BK4552":"Archegos爆仓风波概念"},"source_url":"https://wallstreetcn.com/articles/3766764","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2617934495","content_text":"全球市场动荡之际，高盛逆势看涨，认为近期的市场回调是买入机会，而非长期熊市的开端，这背后是该机构对霍尔木兹海峡“四周恢复”流通的乐观预期。华尔街见闻此前提及 ，由Peter Oppenheimer领导的高盛策略团队在周三一份报告中写道，尽管风险资产正面临来自中东战争以及AI颠覆性影响所引发担忧的“重大阻力”，但经济基本面的韧性以及企业盈利的强劲增长，意味着此次回调的深度和持续时间都将受到限制。高盛对全球市场的乐观很大程度上建立在对能源供应链有望快速修复的预期之上。高盛首席石油策略师Daan Struyven预计，受阻的霍尔木兹海峡原油运输将在未来5天内维持目前的极低水平，随后在两周内恢复至正常运量的70%，并于四周后实现100%的全面常态化。海峡流量恢复路径与仓储压力高盛对霍尔木兹海峡的流量恢复设定了具体的时间表。该行假设，海峡的石油出口将在额外5天内保持在当前水平（约为正常水平的15%），然后在接下来的两周内逐步恢复到70%，并在随后的两周内达到100%。在出口受阻的背景下，中东产油国面临严峻的仓储压力。高盛估计，沙特阿拉伯，阿联酋，伊拉克，科威特，卡塔尔和伊朗的可用原油陆上储能共计约6亿桶，而在中断开始前闲置产能仅略超3亿桶。在完全关闭的情况下，这部分闲置产能仅能容纳约23天的“受困”原油。报告强调，即使海峡出口仅下降85%，产量的实质性削减也会在23天期限到来之前发生。当原油库存水平开始接近存储极限时，生产将被迫逐渐减少。特别是像伊拉克这样存储缓冲较小的国家，将在更早的阶段面临系统拥堵并率先减产。供需预期推高二季度油价此前因“结构性供过于求”而对油价持悲观态度的多家投行，近期开始密集上调目标价。Daan Struyven 也在最新报告中表示，市场正在消化混合信号，海峡流量可能逐渐恢复带来了一定缓解，但减产证据的增加也重新引发了担忧。基于上述判断，高盛将第二季度布伦特原油平均价格预测上调10美元至76美元/桶，并将WTI原油预测上调9美元至71美元/桶。报告指出，上调预测主要基于两个原因：首先，海峡出口受阻将导致经合组织（OECD）的商业库存大幅下降，并在3月份造成中东原油产量估计减少2亿桶；其次，挥之不去的地缘政治不确定性将继续支撑风险溢价。长期价格回归与双向风险尽管短期内油价受到强力支撑，高盛对远期油价的调整幅度相对有限。该行将布伦特原油2026年第四季度的预测从60美元上调至66美元，并将2027年预测从65美元上调至70美元。高盛预计，随着中断影响消退，市场将重返供过于求的状态，布伦特现货价格将从目前的82美元降至2026年第四季度的66美元。这一回落反映了13美元风险溢价的逐渐消退，以及公允价值下降3美元。高盛提示，当前价格预测的风险仍显著偏向上行。例如，如果霍尔木兹海峡的流量在额外5周内保持低位，布伦特油价可能触及100美元，以通过大规模的需求破坏来防止库存跌至临界水平。然而，下行风险同样不容忽视。市场分析指出，如果特朗普的护航计划或多方外交努力见效，促使海峡流量以快于预期的速度恢复，目前的风险溢价将迅速蒸发。一旦观察到船只恢复通行，布伦特油价可能面临12至15美元的大幅暴跌。","news_type":1,"symbols_score_info":{"VIX":2,"VXX":2,"BZmain":2,".SPX":2,"VIXmain":2,".DJI":2,"VIXY":2,"SPY":2,"CLmain":2,".IXIC":2,"TQQQ":2,"QQQ":2,"SQQQ":2}},"isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3463362372719756","authorId":"3463362372719756","name":"Ricky郑力","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3463362372719756","authorIdStr":"3463362372719756"},"content":"不是预测出来的，现在局势在大多数富豪，美国政客，金融大佬意料之外，高盛的报告类似于降息这种行政政策，方便大佬们跑","text":"不是预测出来的，现在局势在大多数富豪，美国政客，金融大佬意料之外，高盛的报告类似于降息这种行政政策，方便大佬们跑","html":"不是预测出来的，现在局势在大多数富豪，美国政客，金融大佬意料之外，高盛的报告类似于降息这种行政政策，方便大佬们跑"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539088518080112,"gmtCreate":1772634374123,"gmtModify":1772634376276,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a> 怎么这么差劲，强子啊你真不给力啊股票，对得起你的兄弟吗","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a> 怎么这么差劲，强子啊你真不给力啊股票，对得起你的兄弟吗","text":"$京东(JD)$ 怎么这么差劲，强子啊你真不给力啊股票，对得起你的兄弟吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539088518080112","isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538774685634688,"gmtCreate":1772522191836,"gmtModify":1772522194145,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"什么原因","listText":"什么原因","text":"什么原因","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538774685634688","repostId":"1178113916","repostType":4,"repost":{"id":"1178113916","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":1772519987,"share":"https://www.laohu8.com/m/news/1178113916?lang=zh_CN&edition=full","pubTime":"2026-03-03 14:39","market":"fut","language":"zh","title":"现货白银盘中“跳水”，跌幅扩大至近7%，现货黄金同步走低","url":"https://stock-news.laohu8.com/highlight/detail?id=1178113916","media":"老虎资讯综合","summary":"现货白银、黄金大跌。","content":"<html><head></head><body><p>周二，现货白银盘中“跳水”，截至发稿跌幅扩大至近7%；现货黄金同步走低。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acc14f68e848e17690505f12385bd4b5\" tg-width=\"1113\" tg-height=\"438\"/></p><p></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>现货白银盘中“跳水”，跌幅扩大至近7%，现货黄金同步走低</title>\n<style 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14:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二，现货白银盘中“跳水”，截至发稿跌幅扩大至近7%；现货黄金同步走低。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acc14f68e848e17690505f12385bd4b5\" tg-width=\"1113\" tg-height=\"438\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/35b74edef993bb7bfa115a2aada3af75","relate_stocks":{"AGQ":"2倍做多白银ETF-ProShares","SLV":"白银ETF-iShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178113916","content_text":"周二，现货白银盘中“跳水”，截至发稿跌幅扩大至近7%；现货黄金同步走低。","news_type":1,"symbols_score_info":{"SImain":2,"AGQ":2,"SLV":2}},"isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":411089065701816,"gmtCreate":1741397131339,"gmtModify":1741435803229,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"htmlText":"<a 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总算成交了","images":[{"img":"https://static.tigerbbs.com/1f705589c5d402c89da3efc70468230e","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551229426237456","isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":550928615325888,"gmtCreate":1775532599238,"gmtModify":1775532785784,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"Taco来袭，之前哪怕不开霍尔木兹海峡也能达成协议已经表露出来特朗普耗不起了，这周已经是第五周了，轰炸基础设施简单，但是局势再升级把整个中东石油设施拖进来是特朗普不愿意看到的，等消息吧，特朗普不是冲动的人","listText":"Taco来袭，之前哪怕不开霍尔木兹海峡也能达成协议已经表露出来特朗普耗不起了，这周已经是第五周了，轰炸基础设施简单，但是局势再升级把整个中东石油设施拖进来是特朗普不愿意看到的，等消息吧，特朗普不是冲动的人","text":"Taco来袭，之前哪怕不开霍尔木兹海峡也能达成协议已经表露出来特朗普耗不起了，这周已经是第五周了，轰炸基础设施简单，但是局势再升级把整个中东石油设施拖进来是特朗普不愿意看到的，等消息吧，特朗普不是冲动的人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/550928615325888","repostId":"1162996107","repostType":2,"repost":{"id":"1162996107","kind":"news","pubTimestamp":1775531997,"share":"https://www.laohu8.com/m/news/1162996107?lang=zh_CN&edition=full","pubTime":"2026-04-07 11:19","market":"us","language":"zh","title":"美官员称美伊达成停火协议“希望渐灭”","url":"https://stock-news.laohu8.com/highlight/detail?id=1162996107","media":"央视新闻","summary":"据美国方面6日消息，调解方对伊朗在美国总统特朗普设定的最后期限前“屈服”并重新开放霍尔木兹海峡感到悲观，美伊达成停火协议“希望渐灭”。一些美国官员表示，在特朗普设定的美国东部时间7日20时最后期限到来之前，美伊立场“差距过大，难以缩小”。一些美国官员称，特朗普私下对美伊达成协议“不那么乐观”，预计将在美国东部时间7日晚间下达打击伊朗的最终命令，不过特朗普的想法可能会根据形势变化随时改变。","content":"<html><head></head><body><p>据美国方面6日消息，调解方对伊朗在美国总统特朗普设定的最后期限前“屈服”并重新开放霍尔木兹海峡感到悲观，<strong>美伊达成停火协议“希望渐灭”</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7338d63233edbec8b2edacfe375cc55\" alt=\"△当地时间4月6日，伊朗首都德黑兰\" title=\"△当地时间4月6日，伊朗首都德黑兰\" tg-width=\"800\" tg-height=\"533\"/><span>△当地时间4月6日，伊朗首都德黑兰</span></p><p style=\"text-align: justify;\">一些美国官员表示，在特朗普设定的美国东部时间7日20时最后期限到来之前，美伊立场“差距过大，难以缩小”。与此同时，据熟悉情况的阿拉伯国家官员称，伊朗官员已告诉调解方，即使与美国的谈判取得进展，他们预计美国将继续袭击伊朗，以色列也将继续对伊朗发动空袭以“清除”伊朗高级官员。</p><p style=\"text-align: justify;\">一些美国官员称，特朗普私下对美伊达成协议“不那么乐观”，预计将在美国东部时间7日晚间下达打击伊朗的最终命令，不过特朗普的想法可能会根据形势变化随时改变。特朗普渴望结束战争，他意识到美国民众对更多军事行动的耐心有限。</p><p style=\"text-align: justify;\">据悉，埃及、土耳其和巴基斯坦正通过外交渠道及其情报机构向伊朗传递美方信息。“一个复杂因素是，这些国家的调解方与伊朗沟通对象重叠。另一个复杂因素是，许多伊朗高级官员身亡和伊朗政府通信基础设施遭袭，使得美国难以确定与伊朗方面哪些人谈判以及如何联系他们。”</p><p style=\"text-align: justify;\">美国和中东国家官员表示，谈判的任何决定都是由伊朗最高国家安全委员会和伊朗伊斯兰革命卫队总司令艾哈迈德·瓦希迪作出的。埃及、土耳其的情报部门负责人以及巴基斯坦陆军参谋长正将他们的调解努力集中在瓦希迪和其他革命卫队高级情报官员身上。</p></body></html>","source":"lsy1568181200495","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美官员称美伊达成停火协议“希望渐灭”</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美官员称美伊达成停火协议“希望渐灭”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-07 11:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=15929556014046595267&channelId=1119><strong>央视新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据美国方面6日消息，调解方对伊朗在美国总统特朗普设定的最后期限前“屈服”并重新开放霍尔木兹海峡感到悲观，美伊达成停火协议“希望渐灭”。△当地时间4月6日，伊朗首都德黑兰一些美国官员表示，在特朗普设定的美国东部时间7日20时最后期限到来之前，美伊立场“差距过大，难以缩小”。与此同时，据熟悉情况的阿拉伯国家官员称，伊朗官员已告诉调解方，即使与美国的谈判取得进展，他们预计美国将继续袭击伊朗，以色列也将...</p>\n\n<a href=\"https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=15929556014046595267&channelId=1119\">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/492921a71a46ed6d9ca9d4d0824455f2","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","NDX":"纳斯达克100指数"},"source_url":"https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=15929556014046595267&channelId=1119","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162996107","content_text":"据美国方面6日消息，调解方对伊朗在美国总统特朗普设定的最后期限前“屈服”并重新开放霍尔木兹海峡感到悲观，美伊达成停火协议“希望渐灭”。△当地时间4月6日，伊朗首都德黑兰一些美国官员表示，在特朗普设定的美国东部时间7日20时最后期限到来之前，美伊立场“差距过大，难以缩小”。与此同时，据熟悉情况的阿拉伯国家官员称，伊朗官员已告诉调解方，即使与美国的谈判取得进展，他们预计美国将继续袭击伊朗，以色列也将继续对伊朗发动空袭以“清除”伊朗高级官员。一些美国官员称，特朗普私下对美伊达成协议“不那么乐观”，预计将在美国东部时间7日晚间下达打击伊朗的最终命令，不过特朗普的想法可能会根据形势变化随时改变。特朗普渴望结束战争，他意识到美国民众对更多军事行动的耐心有限。据悉，埃及、土耳其和巴基斯坦正通过外交渠道及其情报机构向伊朗传递美方信息。“一个复杂因素是，这些国家的调解方与伊朗沟通对象重叠。另一个复杂因素是，许多伊朗高级官员身亡和伊朗政府通信基础设施遭袭，使得美国难以确定与伊朗方面哪些人谈判以及如何联系他们。”美国和中东国家官员表示，谈判的任何决定都是由伊朗最高国家安全委员会和伊朗伊斯兰革命卫队总司令艾哈迈德·瓦希迪作出的。埃及、土耳其的情报部门负责人以及巴基斯坦陆军参谋长正将他们的调解努力集中在瓦希迪和其他革命卫队高级情报官员身上。","news_type":1,"symbols_score_info":{".IXIC":2,"NDX":2,".SPX":2,"NQmain":2,"MNQmain":2,"MNQ2603":2,".DJI":2,"ESmain":2,"YMmain":2,"MNQ2612":2}},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410283162026032,"gmtCreate":1741176441368,"gmtModify":1741176445381,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"htmlText":"哪位高手解答一下这账上要留多少钱？要换成美元吗","listText":"哪位高手解答一下这账上要留多少钱？要换成美元吗","text":"哪位高手解答一下这账上要留多少钱？要换成美元吗","images":[{"img":"https://static.tigerbbs.com/1d6fd3e740c375575f1caba1d2d4f5c8"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/410283162026032","repostId":"1161530603","repostType":4,"repost":{"id":"1161530603","kind":"news","weMediaInfo":{"introduction":"期权策略分享","home_visible":1,"media_name":"期权女巫","id":"1020040791","head_image":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1741169942,"share":"https://www.laohu8.com/m/news/1161530603?lang=zh_CN&edition=full","pubTime":"2025-03-05 18:19","market":"other","language":"zh","title":"期权女巫 | 特斯拉多空博弈激烈！可用这两种期权策略进行应对","url":"https://stock-news.laohu8.com/highlight/detail?id=1161530603","media":"期权女巫","summary":"近期 $特斯拉$ 股价震荡走低，投资者权衡关税压力、中国区销售数据疲软以及\"买家罢工\"对这家电动车巨头的影响。不过，特朗普表态拟对美产汽车贷款利息实施税收抵免为特斯拉带来利好。以下对特斯拉股票的多空前景及相关期权策略进行了深入分析。受此提振，特斯拉盘前交易涨逾2%。衍生品交易具有高风险，投资者需根据自身风险承受能力审慎决策。","content":"<html><head></head><body><p style=\"text-align: start;\">近期 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 股价震荡走低，投资者权衡关税压力、中国区销售数据疲软以及&#34;买家罢工&#34;对这家电动车巨头的影响。不过，特朗普表态拟对美产汽车贷款利息实施税收抵免为特斯拉带来利好。以下对特斯拉股票的多空前景及相关期权策略进行了深入分析。</p><h2 id=\"id_2960037794\">一、看涨逻辑</h2><ol start=\"1\" style=\"\"><li><p>特朗普力推汽车贷款利息抵税新政</p><p>特朗普在最新演讲中提出一揽子减税计划：&#34;我呼吁取消小费税、加班税和社会保障福利税。&#34;更引发市场关注的是，他计划为美国本土生产汽车的贷款利息提供税收优惠，誓言&#34;彻底激活汽车产业&#34;。受此提振，特斯拉盘前交易涨逾2%。</p></li><li><p>多重优惠刺激需求回暖</p></li></ol><p>面对2025年一季度销售放缓压力，特斯拉祭出组合拳：</p><ul style=\"\"><li><p>2月28日后购买Foundation系列Cybertruck电动皮卡可享终身免费超充</p></li><li><p>Model 3提供0首付0利率金融方案</p></li><li><p>老款Model Y清仓折扣<br/>虽然促销手段折射需求不及预期，但投资者将其解读为积极信号，周三盘前大涨显示市场看好二季度销售复苏。</p></li></ul><h3 id=\"id_1406604143\">看涨期权策略：看涨期权牛市价差组合</h3><p><strong>结构</strong>：</p><p>‌‌<a href=\"https://laohu8.com/OPT/TSELLLA 20250314 265.0 CALL BUY 1 | TSELLLA 20250314 275.0 CALL SELL 1\" title=\"$TSLA 跨價 250314 265C/275C$  \" class=\"immutable-element\">$TSLA 跨價 250314 265C/275C$  </a>‌</p><ul style=\"\"><li><p>买入行权价为265美元的看涨期权（3月14日到期）</p></li><li><p>卖出行权价为275美元的看涨期权（3月14日到期）</p></li><li><p>最大收益：464美元</p></li><li><p>盈亏平衡点：270.36美元</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/de4603e1267b3e3a988c9f481d3a6681\" tg-width=\"1170\" tg-height=\"1419\"/></p><p><br/><strong>逻辑：</strong>在风险可控的前提下押注股价上涨至分析师一致目标价（335.98美元）。</p><h2 id=\"id_2293261659\">二、看空逻辑</h2><ol start=\"1\" style=\"\"><li><p>多地市场销量滑坡</p></li></ol><ul style=\"\"><li><p>法国市场2月销量同比暴跌26%</p></li><li><p>特斯拉2月在华销量（含出口）仅3.06万辆，同比锐减49%</p></li><li><p>特斯拉在美国、欧洲和中国三大市场均表现疲软，三地销量同比均下滑。</p></li></ul><ol start=\"2\" style=\"\"><li><p>&#34;买家罢工&#34;现象发酵</p><p>摩根士丹利分析师亚当·乔纳斯在周一报告中称，销售疲软反映了“买家罢工”现象——CEO埃隆·马斯克日益政治化的行为疏远了特斯拉的核心客户群（倾向环保的左翼消费者）。</p></li></ol><h3 id=\"id_115199486\">看跌期权策略：看跌期权熊市价差组合</h3><p style=\"text-align: start;\"><strong>结构：</strong></p><p><a href=\"https://laohu8.com/OPT/TSELLLA 20250314 265.0 PUT SELL 1 | TSELLLA 20250314 275.0 PUT BUY 1\" title=\"$TSLA 跨價 250314 265P/275P$  \" class=\"immutable-element\">$TSLA 跨價 250314 265P/275P$  </a>‌</p><ul style=\"\"><li><p style=\"text-align: start;\">买入行权价为275美元的看跌期权（3月14日到期）</p></li><li><p style=\"text-align: start;\">卖出行权价为265美元的看跌期权（3月14日到期）</p></li><li><p style=\"text-align: start;\">最大收益：474.5美元</p></li><li><p style=\"text-align: start;\">盈亏平衡点：270.26美元</p></li></ul><p style=\"text-align: start;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cc9ee5d8a35cc4ebd2746f73cff6b509\" tg-width=\"1170\" tg-height=\"1385\"/></p><p style=\"text-align: start;\">逻辑：对冲资金净流出（5日2.7亿美元）背景下测试262.84美元支撑位的下行风险</p><p style=\"text-align: start;\">注：本文内容仅供参考，不构成投资建议。衍生品交易具有高风险，投资者需根据自身风险承受能力审慎决策。</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>期权女巫 | 特斯拉多空博弈激烈！可用这两种期权策略进行应对</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n期权女巫 | 特斯拉多空博弈激烈！可用这两种期权策略进行应对\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020040791\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">期权女巫 </p>\n<p class=\"h-time\">2025-03-05 18:19</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;\">近期 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 股价震荡走低，投资者权衡关税压力、中国区销售数据疲软以及&#34;买家罢工&#34;对这家电动车巨头的影响。不过，特朗普表态拟对美产汽车贷款利息实施税收抵免为特斯拉带来利好。以下对特斯拉股票的多空前景及相关期权策略进行了深入分析。</p><h2 id=\"id_2960037794\">一、看涨逻辑</h2><ol start=\"1\" style=\"\"><li><p>特朗普力推汽车贷款利息抵税新政</p><p>特朗普在最新演讲中提出一揽子减税计划：&#34;我呼吁取消小费税、加班税和社会保障福利税。&#34;更引发市场关注的是，他计划为美国本土生产汽车的贷款利息提供税收优惠，誓言&#34;彻底激活汽车产业&#34;。受此提振，特斯拉盘前交易涨逾2%。</p></li><li><p>多重优惠刺激需求回暖</p></li></ol><p>面对2025年一季度销售放缓压力，特斯拉祭出组合拳：</p><ul style=\"\"><li><p>2月28日后购买Foundation系列Cybertruck电动皮卡可享终身免费超充</p></li><li><p>Model 3提供0首付0利率金融方案</p></li><li><p>老款Model Y清仓折扣<br/>虽然促销手段折射需求不及预期，但投资者将其解读为积极信号，周三盘前大涨显示市场看好二季度销售复苏。</p></li></ul><h3 id=\"id_1406604143\">看涨期权策略：看涨期权牛市价差组合</h3><p><strong>结构</strong>：</p><p>‌‌<a href=\"https://laohu8.com/OPT/TSELLLA 20250314 265.0 CALL BUY 1 | TSELLLA 20250314 275.0 CALL SELL 1\" title=\"$TSLA 跨價 250314 265C/275C$  \" class=\"immutable-element\">$TSLA 跨價 250314 265C/275C$  </a>‌</p><ul style=\"\"><li><p>买入行权价为265美元的看涨期权（3月14日到期）</p></li><li><p>卖出行权价为275美元的看涨期权（3月14日到期）</p></li><li><p>最大收益：464美元</p></li><li><p>盈亏平衡点：270.36美元</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/de4603e1267b3e3a988c9f481d3a6681\" tg-width=\"1170\" tg-height=\"1419\"/></p><p><br/><strong>逻辑：</strong>在风险可控的前提下押注股价上涨至分析师一致目标价（335.98美元）。</p><h2 id=\"id_2293261659\">二、看空逻辑</h2><ol start=\"1\" style=\"\"><li><p>多地市场销量滑坡</p></li></ol><ul style=\"\"><li><p>法国市场2月销量同比暴跌26%</p></li><li><p>特斯拉2月在华销量（含出口）仅3.06万辆，同比锐减49%</p></li><li><p>特斯拉在美国、欧洲和中国三大市场均表现疲软，三地销量同比均下滑。</p></li></ul><ol start=\"2\" style=\"\"><li><p>&#34;买家罢工&#34;现象发酵</p><p>摩根士丹利分析师亚当·乔纳斯在周一报告中称，销售疲软反映了“买家罢工”现象——CEO埃隆·马斯克日益政治化的行为疏远了特斯拉的核心客户群（倾向环保的左翼消费者）。</p></li></ol><h3 id=\"id_115199486\">看跌期权策略：看跌期权熊市价差组合</h3><p style=\"text-align: start;\"><strong>结构：</strong></p><p><a href=\"https://laohu8.com/OPT/TSELLLA 20250314 265.0 PUT SELL 1 | TSELLLA 20250314 275.0 PUT BUY 1\" title=\"$TSLA 跨價 250314 265P/275P$  \" class=\"immutable-element\">$TSLA 跨價 250314 265P/275P$  </a>‌</p><ul style=\"\"><li><p style=\"text-align: start;\">买入行权价为275美元的看跌期权（3月14日到期）</p></li><li><p style=\"text-align: start;\">卖出行权价为265美元的看跌期权（3月14日到期）</p></li><li><p style=\"text-align: start;\">最大收益：474.5美元</p></li><li><p style=\"text-align: start;\">盈亏平衡点：270.26美元</p></li></ul><p style=\"text-align: start;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cc9ee5d8a35cc4ebd2746f73cff6b509\" tg-width=\"1170\" tg-height=\"1385\"/></p><p style=\"text-align: start;\">逻辑：对冲资金净流出（5日2.7亿美元）背景下测试262.84美元支撑位的下行风险</p><p style=\"text-align: start;\">注：本文内容仅供参考，不构成投资建议。衍生品交易具有高风险，投资者需根据自身风险承受能力审慎决策。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/775d1226e1a74151383a7d012e179b82","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161530603","content_text":"近期 特斯拉 股价震荡走低，投资者权衡关税压力、中国区销售数据疲软以及\"买家罢工\"对这家电动车巨头的影响。不过，特朗普表态拟对美产汽车贷款利息实施税收抵免为特斯拉带来利好。以下对特斯拉股票的多空前景及相关期权策略进行了深入分析。一、看涨逻辑特朗普力推汽车贷款利息抵税新政特朗普在最新演讲中提出一揽子减税计划：\"我呼吁取消小费税、加班税和社会保障福利税。\"更引发市场关注的是，他计划为美国本土生产汽车的贷款利息提供税收优惠，誓言\"彻底激活汽车产业\"。受此提振，特斯拉盘前交易涨逾2%。多重优惠刺激需求回暖面对2025年一季度销售放缓压力，特斯拉祭出组合拳：2月28日后购买Foundation系列Cybertruck电动皮卡可享终身免费超充Model 3提供0首付0利率金融方案老款Model Y清仓折扣虽然促销手段折射需求不及预期，但投资者将其解读为积极信号，周三盘前大涨显示市场看好二季度销售复苏。看涨期权策略：看涨期权牛市价差组合结构：‌‌$TSLA 跨價 250314 265C/275C$  ‌买入行权价为265美元的看涨期权（3月14日到期）卖出行权价为275美元的看涨期权（3月14日到期）最大收益：464美元盈亏平衡点：270.36美元逻辑：在风险可控的前提下押注股价上涨至分析师一致目标价（335.98美元）。二、看空逻辑多地市场销量滑坡法国市场2月销量同比暴跌26%特斯拉2月在华销量（含出口）仅3.06万辆，同比锐减49%特斯拉在美国、欧洲和中国三大市场均表现疲软，三地销量同比均下滑。\"买家罢工\"现象发酵摩根士丹利分析师亚当·乔纳斯在周一报告中称，销售疲软反映了“买家罢工”现象——CEO埃隆·马斯克日益政治化的行为疏远了特斯拉的核心客户群（倾向环保的左翼消费者）。看跌期权策略：看跌期权熊市价差组合结构：$TSLA 跨價 250314 265P/275P$  ‌买入行权价为275美元的看跌期权（3月14日到期）卖出行权价为265美元的看跌期权（3月14日到期）最大收益：474.5美元盈亏平衡点：270.26美元逻辑：对冲资金净流出（5日2.7亿美元）背景下测试262.84美元支撑位的下行风险注：本文内容仅供参考，不构成投资建议。衍生品交易具有高风险，投资者需根据自身风险承受能力审慎决策。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":2601,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4106371827704990","authorId":"4106371827704990","name":"天上冲蜗牛","avatar":"https://static.tigerbbs.com/a79e1b5e3ff9e7fde1e71e851c611977","crmLevel":6,"crmLevelSwitch":1,"idStr":"4106371827704990","authorIdStr":"4106371827704990"},"content":"sell put 吗？","text":"sell put 吗？","html":"sell put 吗？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":507108009681600,"gmtCreate":1764836273803,"gmtModify":1764836275779,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 这只到底啥原因跌又啥原因涨起来了？","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 这只到底啥原因跌又啥原因涨起来了？","text":"$Circle Internet Corp.(CRCL)$ 这只到底啥原因跌又啥原因涨起来了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507108009681600","isVote":1,"tweetType":1,"viewCount":1085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437188372468592,"gmtCreate":1747748090072,"gmtModify":1747748091527,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 等下来了再吹牛吧，这么高吹个啥","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 等下来了再吹牛吧，这么高吹个啥","text":"$特斯拉(TSLA)$ 等下来了再吹牛吧，这么高吹个啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/437188372468592","isVote":1,"tweetType":1,"viewCount":4359,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4135341184423600","authorId":"4135341184423600","name":"kasea","avatar":"https://static.tigerbbs.com/a7ad72ac8f825be1aa2282fb4a810bf9","crmLevel":7,"crmLevelSwitch":0,"idStr":"4135341184423600","authorIdStr":"4135341184423600"},"content":"暂时下不来了。老马说了未来五年继续任职","text":"暂时下不来了。老马说了未来五年继续任职","html":"暂时下不来了。老马说了未来五年继续任职"},{"author":{"id":"3441623812793451","authorId":"3441623812793451","name":"牛牛 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造孽啊，涨跌都超出预料","images":[{"img":"https://static.tigerbbs.com/2f6915e3a0487541057b1621ac803498","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/544389209834520","isVote":1,"tweetType":1,"viewCount":9508,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"content":"我也一样遭受重创！","text":"我也一样遭受重创！","html":"我也一样遭受重创！"}],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}