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应哥仔
04-02
发来干嘛呢？发了也是跌
阿里发布国产最强编程模型Qwen3.6-Plus
应哥仔
03-31
现在是，空头朗
伊朗称将打击中东地区与美高科技公司有关的企业，包括苹果、谷歌、特斯拉、微软等公司
应哥仔
03-30
中信被套
中信建投：港股迎来春节后第一次做多机会
去老虎APP查看更多动态
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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\">2026-04-02 12:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月2日，阿里发布千问新一代大语言模型Qwen3.6-Plus。千问3.6拥有原生多模态理解和推理能力，整体性能大幅增强，在智能体编程SWE-bench系列评测、真实世界智能体任务Claw-Eval等权威评测中，千问3.6编程表现超越2倍乃至3倍参数量的GLM-5、Kimi-K2.5等模型，成为当下编程能力最强的国产模型，接近全球最强编程模型Claude系列。</p><p>在前端网页开发、仓库级复杂任务等实测场景中，千问3.6可自主拆解任务、规划路径、测试修改直至任务完成，展现出多模态智能体编程（Agentic Coding）的新突破，让一句话驱动AI写代码的“氛围编程”真正可用。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110298367","content_text":"4月2日，阿里发布千问新一代大语言模型Qwen3.6-Plus。千问3.6拥有原生多模态理解和推理能力，整体性能大幅增强，在智能体编程SWE-bench系列评测、真实世界智能体任务Claw-Eval等权威评测中，千问3.6编程表现超越2倍乃至3倍参数量的GLM-5、Kimi-K2.5等模型，成为当下编程能力最强的国产模型，接近全球最强编程模型Claude系列。在前端网页开发、仓库级复杂任务等实测场景中，千问3.6可自主拆解任务、规划路径、测试修改直至任务完成，展现出多模态智能体编程（Agentic 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22:42","market":"us","language":"zh","title":"伊朗称将打击中东地区与美高科技公司有关的企业，包括苹果、谷歌、特斯拉、微软等公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1120895256","media":"老虎资讯综合","summary":"伊朗伊斯兰革命卫队3月31日发布公告称，将中东地区与18家美国信息通信技术和人工智能企业有关的公司机构作为打击目标，包括惠普、苹果、谷歌、特斯拉、微软等公司。（新华社）","content":"<html><head></head><body><p>3月31日，伊朗伊斯兰革命卫队3月31日发布公告称，将中东地区与18家美国信息通信技术和人工智能企业有关的公司机构作为打击目标，包括<a href=\"https://laohu8.com/S/HPQ\">惠普</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>等公司。 (新华社)</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>伊朗称将打击中东地区与美高科技公司有关的企业，包括苹果、谷歌、特斯拉、微软等公司</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; 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22:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月31日，伊朗伊斯兰革命卫队3月31日发布公告称，将中东地区与18家美国信息通信技术和人工智能企业有关的公司机构作为打击目标，包括<a href=\"https://laohu8.com/S/HPQ\">惠普</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>等公司。 (新华社)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/492921a71a46ed6d9ca9d4d0824455f2","relate_stocks":{"LU0894485498.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","BK4566":"资本集团","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) 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13:40","market":"hk","language":"zh","title":"中信建投：港股迎来春节后第一次做多机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2623395021","media":"智通财经","summary":"不能再用普涨思维参与。","content":"<html><head></head><body><p>中信建投发布研报称，当前港股仍处于牛市进程中的阶段性调整，外部扰动不改中期修复趋势，港股牛市格局有望延续，后续仍具备明确的投资机会。若后续外部冲击不再进一步升级，港股大概率脱离调整区间、重回震荡抬升通道，本轮行情后续也将从前期估值驱动切换至盈利驱动，主线聚焦结构性优质机会。配置上，互联网与AI平台是第一主线，高流动性科技龙头是第二主线，创新药与新消费是最有弹性的两个景气方向;红利只能缩圈精选，不能再用普涨思维参与。</p><p style=\"text-align: justify;\"><strong>中信建投主要观点如下：</strong></p><p style=\"text-align: justify;\"><strong>近三个月港股调整的核心原因有三：</strong>一是流动性预期收紧，美联储换届叠加美国再通胀预期升温，市场下调降息预期，美债收益率、美元指数走强，压制港股这类离岸市场估值。二是地缘与外资避险，中东冲突升级推升油价与通胀担忧，全球避险情绪升温，外资集中收缩亚太市场风险敞口，港股外资流出压力凸显。三是交易结构拥挤，前期科技、互联网板块资金扎堆，拥挤度偏高，外部扰动下率先遭获利减仓，形成短期负反馈，属于筹码层面调整，非基本面恶化。</p><p style=\"text-align: justify;\"><strong>从大周期看，港股已走出低位估值修复阶段，正式迈入牛市中后段，前期单边普涨行情终结，后续行情全面转向盈利驱动的结构性分化，业绩与景气度将成为核心选股标准。</strong>交易端采用分层布局策略，适配震荡抬升走势：底仓趁当前估值低位，提前分批布局核心龙头锁定筹码;确认仓等待业绩兑现、外部冲击缓和两大信号再加仓;回撤仓把握风险事件带来的错杀机会逆向布局，严控仓位兼顾攻防，规避情绪化操作。</p><p style=\"text-align: justify;\">配置上，<strong>互联网与AI平台是第一主线，高流动性科技龙头是第二主线，创新药与新消费是最有弹性的两个景气方向</strong>；红利只能缩圈精选，不能再用普涨思维参与。</p></body></html>","source":"live_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中信建投：港股迎来春节后第一次做多机会</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中信建投：港股迎来春节后第一次做多机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-30 13:40 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1421617.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中信建投发布研报称，当前港股仍处于牛市进程中的阶段性调整，外部扰动不改中期修复趋势，港股牛市格局有望延续，后续仍具备明确的投资机会。若后续外部冲击不再进一步升级，港股大概率脱离调整区间、重回震荡抬升通道，本轮行情后续也将从前期估值驱动切换至盈利驱动，主线聚焦结构性优质机会。配置上，互联网与AI平台是第一主线，高流动性科技龙头是第二主线，创新药与新消费是最有弹性的两个景气方向;红利只能缩圈精选，不能...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1421617.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/0cf777090175126e4590c3b8afdfe41e","relate_stocks":{"HSTECH":"恒生科技指数","HSCEI":"国企指数","HSI":"恒生指数"},"source_url":"https://www.zhitongcaijing.com/content/detail/1421617.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2623395021","content_text":"中信建投发布研报称，当前港股仍处于牛市进程中的阶段性调整，外部扰动不改中期修复趋势，港股牛市格局有望延续，后续仍具备明确的投资机会。若后续外部冲击不再进一步升级，港股大概率脱离调整区间、重回震荡抬升通道，本轮行情后续也将从前期估值驱动切换至盈利驱动，主线聚焦结构性优质机会。配置上，互联网与AI平台是第一主线，高流动性科技龙头是第二主线，创新药与新消费是最有弹性的两个景气方向;红利只能缩圈精选，不能再用普涨思维参与。中信建投主要观点如下：近三个月港股调整的核心原因有三：一是流动性预期收紧，美联储换届叠加美国再通胀预期升温，市场下调降息预期，美债收益率、美元指数走强，压制港股这类离岸市场估值。二是地缘与外资避险，中东冲突升级推升油价与通胀担忧，全球避险情绪升温，外资集中收缩亚太市场风险敞口，港股外资流出压力凸显。三是交易结构拥挤，前期科技、互联网板块资金扎堆，拥挤度偏高，外部扰动下率先遭获利减仓，形成短期负反馈，属于筹码层面调整，非基本面恶化。从大周期看，港股已走出低位估值修复阶段，正式迈入牛市中后段，前期单边普涨行情终结，后续行情全面转向盈利驱动的结构性分化，业绩与景气度将成为核心选股标准。交易端采用分层布局策略，适配震荡抬升走势：底仓趁当前估值低位，提前分批布局核心龙头锁定筹码;确认仓等待业绩兑现、外部冲击缓和两大信号再加仓;回撤仓把握风险事件带来的错杀机会逆向布局，严控仓位兼顾攻防，规避情绪化操作。配置上，互联网与AI平台是第一主线，高流动性科技龙头是第二主线，创新药与新消费是最有弹性的两个景气方向；红利只能缩圈精选，不能再用普涨思维参与。","news_type":1,"symbols_score_info":{"HSTECH":2,"HSI":2,"HSCEI":2}},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":549198323267768,"gmtCreate":1775103531682,"gmtModify":1775104861237,"author":{"id":"3567494197612619","authorId":"3567494197612619","name":"应哥仔","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567494197612619","idStr":"3567494197612619"},"themes":[],"title":"","htmlText":"发来干嘛呢？发了也是跌","listText":"发来干嘛呢？发了也是跌","text":"发来干嘛呢？发了也是跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/549198323267768","repostId":"1110298367","repostType":2,"repost":{"id":"1110298367","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":1775103333,"share":"https://www.laohu8.com/m/news/1110298367?lang=zh_CN&edition=full","pubTime":"2026-04-02 12:15","market":"hk","language":"zh","title":"阿里发布国产最强编程模型Qwen3.6-Plus","url":"https://stock-news.laohu8.com/highlight/detail?id=1110298367","media":"老虎资讯综合","summary":"4月2日，阿里发布千问新一代大语言模型Qwen3.6-Plus。千问3.6拥有原生多模态理解和推理能力，整体性能大幅增强，在智能体编程SWE-bench系列评测、真实世界智能体任务Claw-Eval等权威评测中，千问3.6编程表现超越2倍乃至3倍参数量的GLM-5、Kimi-K2.5等模型，成为当下编程能力最强的国产模型，接近全球最强编程模型Claude系列。在前端网页开发、仓库级复杂任务等实测场景中，千问3.6可自主拆解任务、规划路径、测试修改直至任务完成，展现出多模态智能体编程（Agentic Coding）的新突破，让一句话驱动AI写代码的“氛围编程”真正可用。","content":"<html><head></head><body><p>4月2日，阿里发布千问新一代大语言模型Qwen3.6-Plus。千问3.6拥有原生多模态理解和推理能力，整体性能大幅增强，在智能体编程SWE-bench系列评测、真实世界智能体任务Claw-Eval等权威评测中，千问3.6编程表现超越2倍乃至3倍参数量的GLM-5、Kimi-K2.5等模型，成为当下编程能力最强的国产模型，接近全球最强编程模型Claude系列。</p><p>在前端网页开发、仓库级复杂任务等实测场景中，千问3.6可自主拆解任务、规划路径、测试修改直至任务完成，展现出多模态智能体编程（Agentic Coding）的新突破，让一句话驱动AI写代码的“氛围编程”真正可用。</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>阿里发布国产最强编程模型Qwen3.6-Plus</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; 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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阿里发布国产最强编程模型Qwen3.6-Plus\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\">2026-04-02 12:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月2日，阿里发布千问新一代大语言模型Qwen3.6-Plus。千问3.6拥有原生多模态理解和推理能力，整体性能大幅增强，在智能体编程SWE-bench系列评测、真实世界智能体任务Claw-Eval等权威评测中，千问3.6编程表现超越2倍乃至3倍参数量的GLM-5、Kimi-K2.5等模型，成为当下编程能力最强的国产模型，接近全球最强编程模型Claude系列。</p><p>在前端网页开发、仓库级复杂任务等实测场景中，千问3.6可自主拆解任务、规划路径、测试修改直至任务完成，展现出多模态智能体编程（Agentic Coding）的新突破，让一句话驱动AI写代码的“氛围编程”真正可用。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110298367","content_text":"4月2日，阿里发布千问新一代大语言模型Qwen3.6-Plus。千问3.6拥有原生多模态理解和推理能力，整体性能大幅增强，在智能体编程SWE-bench系列评测、真实世界智能体任务Claw-Eval等权威评测中，千问3.6编程表现超越2倍乃至3倍参数量的GLM-5、Kimi-K2.5等模型，成为当下编程能力最强的国产模型，接近全球最强编程模型Claude系列。在前端网页开发、仓库级复杂任务等实测场景中，千问3.6可自主拆解任务、规划路径、测试修改直至任务完成，展现出多模态智能体编程（Agentic Coding）的新突破，让一句话驱动AI写代码的“氛围编程”真正可用。","news_type":1,"symbols_score_info":{"09988":1,"BABA":1}},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548638134425712,"gmtCreate":1774968417050,"gmtModify":1774968690901,"author":{"id":"3567494197612619","authorId":"3567494197612619","name":"应哥仔","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567494197612619","idStr":"3567494197612619"},"themes":[],"title":"","htmlText":"现在是，空头朗","listText":"现在是，空头朗","text":"现在是，空头朗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548638134425712","repostId":"1120895256","repostType":2,"repost":{"id":"1120895256","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":1774968145,"share":"https://www.laohu8.com/m/news/1120895256?lang=zh_CN&edition=full","pubTime":"2026-03-31 22:42","market":"us","language":"zh","title":"伊朗称将打击中东地区与美高科技公司有关的企业，包括苹果、谷歌、特斯拉、微软等公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1120895256","media":"老虎资讯综合","summary":"伊朗伊斯兰革命卫队3月31日发布公告称，将中东地区与18家美国信息通信技术和人工智能企业有关的公司机构作为打击目标，包括惠普、苹果、谷歌、特斯拉、微软等公司。（新华社）","content":"<html><head></head><body><p>3月31日，伊朗伊斯兰革命卫队3月31日发布公告称，将中东地区与18家美国信息通信技术和人工智能企业有关的公司机构作为打击目标，包括<a href=\"https://laohu8.com/S/HPQ\">惠普</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>等公司。 (新华社)</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>伊朗称将打击中东地区与美高科技公司有关的企业，包括苹果、谷歌、特斯拉、微软等公司</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伊朗称将打击中东地区与美高科技公司有关的企业，包括苹果、谷歌、特斯拉、微软等公司\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\">2026-03-31 22:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月31日，伊朗伊斯兰革命卫队3月31日发布公告称，将中东地区与18家美国信息通信技术和人工智能企业有关的公司机构作为打击目标，包括<a href=\"https://laohu8.com/S/HPQ\">惠普</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>等公司。 (新华社)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/492921a71a46ed6d9ca9d4d0824455f2","relate_stocks":{"LU0894485498.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","BK4566":"资本集团","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) 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13:40","market":"hk","language":"zh","title":"中信建投：港股迎来春节后第一次做多机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2623395021","media":"智通财经","summary":"不能再用普涨思维参与。","content":"<html><head></head><body><p>中信建投发布研报称，当前港股仍处于牛市进程中的阶段性调整，外部扰动不改中期修复趋势，港股牛市格局有望延续，后续仍具备明确的投资机会。若后续外部冲击不再进一步升级，港股大概率脱离调整区间、重回震荡抬升通道，本轮行情后续也将从前期估值驱动切换至盈利驱动，主线聚焦结构性优质机会。配置上，互联网与AI平台是第一主线，高流动性科技龙头是第二主线，创新药与新消费是最有弹性的两个景气方向;红利只能缩圈精选，不能再用普涨思维参与。</p><p style=\"text-align: justify;\"><strong>中信建投主要观点如下：</strong></p><p style=\"text-align: justify;\"><strong>近三个月港股调整的核心原因有三：</strong>一是流动性预期收紧，美联储换届叠加美国再通胀预期升温，市场下调降息预期，美债收益率、美元指数走强，压制港股这类离岸市场估值。二是地缘与外资避险，中东冲突升级推升油价与通胀担忧，全球避险情绪升温，外资集中收缩亚太市场风险敞口，港股外资流出压力凸显。三是交易结构拥挤，前期科技、互联网板块资金扎堆，拥挤度偏高，外部扰动下率先遭获利减仓，形成短期负反馈，属于筹码层面调整，非基本面恶化。</p><p style=\"text-align: justify;\"><strong>从大周期看，港股已走出低位估值修复阶段，正式迈入牛市中后段，前期单边普涨行情终结，后续行情全面转向盈利驱动的结构性分化，业绩与景气度将成为核心选股标准。</strong>交易端采用分层布局策略，适配震荡抬升走势：底仓趁当前估值低位，提前分批布局核心龙头锁定筹码;确认仓等待业绩兑现、外部冲击缓和两大信号再加仓;回撤仓把握风险事件带来的错杀机会逆向布局，严控仓位兼顾攻防，规避情绪化操作。</p><p style=\"text-align: justify;\">配置上，<strong>互联网与AI平台是第一主线，高流动性科技龙头是第二主线，创新药与新消费是最有弹性的两个景气方向</strong>；红利只能缩圈精选，不能再用普涨思维参与。</p></body></html>","source":"live_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中信建投：港股迎来春节后第一次做多机会</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{ 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}\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中信建投：港股迎来春节后第一次做多机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-30 13:40 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1421617.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中信建投发布研报称，当前港股仍处于牛市进程中的阶段性调整，外部扰动不改中期修复趋势，港股牛市格局有望延续，后续仍具备明确的投资机会。若后续外部冲击不再进一步升级，港股大概率脱离调整区间、重回震荡抬升通道，本轮行情后续也将从前期估值驱动切换至盈利驱动，主线聚焦结构性优质机会。配置上，互联网与AI平台是第一主线，高流动性科技龙头是第二主线，创新药与新消费是最有弹性的两个景气方向;红利只能缩圈精选，不能...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1421617.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/0cf777090175126e4590c3b8afdfe41e","relate_stocks":{"HSTECH":"恒生科技指数","HSCEI":"国企指数","HSI":"恒生指数"},"source_url":"https://www.zhitongcaijing.com/content/detail/1421617.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2623395021","content_text":"中信建投发布研报称，当前港股仍处于牛市进程中的阶段性调整，外部扰动不改中期修复趋势，港股牛市格局有望延续，后续仍具备明确的投资机会。若后续外部冲击不再进一步升级，港股大概率脱离调整区间、重回震荡抬升通道，本轮行情后续也将从前期估值驱动切换至盈利驱动，主线聚焦结构性优质机会。配置上，互联网与AI平台是第一主线，高流动性科技龙头是第二主线，创新药与新消费是最有弹性的两个景气方向;红利只能缩圈精选，不能再用普涨思维参与。中信建投主要观点如下：近三个月港股调整的核心原因有三：一是流动性预期收紧，美联储换届叠加美国再通胀预期升温，市场下调降息预期，美债收益率、美元指数走强，压制港股这类离岸市场估值。二是地缘与外资避险，中东冲突升级推升油价与通胀担忧，全球避险情绪升温，外资集中收缩亚太市场风险敞口，港股外资流出压力凸显。三是交易结构拥挤，前期科技、互联网板块资金扎堆，拥挤度偏高，外部扰动下率先遭获利减仓，形成短期负反馈，属于筹码层面调整，非基本面恶化。从大周期看，港股已走出低位估值修复阶段，正式迈入牛市中后段，前期单边普涨行情终结，后续行情全面转向盈利驱动的结构性分化，业绩与景气度将成为核心选股标准。交易端采用分层布局策略，适配震荡抬升走势：底仓趁当前估值低位，提前分批布局核心龙头锁定筹码;确认仓等待业绩兑现、外部冲击缓和两大信号再加仓;回撤仓把握风险事件带来的错杀机会逆向布局，严控仓位兼顾攻防，规避情绪化操作。配置上，互联网与AI平台是第一主线，高流动性科技龙头是第二主线，创新药与新消费是最有弹性的两个景气方向；红利只能缩圈精选，不能再用普涨思维参与。","news_type":1,"symbols_score_info":{"HSTECH":2,"HSI":2,"HSCEI":2}},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
