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荷马先生

荷马先生

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0勋章

09-18

吃饱了撑的，人家本来就是忽悠的事情，不影响财报流水，穆迪跟风网红拉流量

穆迪下调甲骨文评级至负面，称其3000亿美元大单存在风险

09-17

增发股价多少

Nebius Group宣布完成A类普通股公开发行及可转换优先票据私募发行，累计募资总额约40亿美元

09-16

洗盘力度大

异动解读 | Opendoor Technologies股价盘中大跌5.32%，或受财报亏损及分析师看空影响

09-16

期权价转换股，意在抛售

Gemini Space Station高管 Beard Marshall Edmund 增持1,986,689股

09-12

$Opendoor Technologies Inc(OPEN)$ 坐等100倍

09-11

$甲骨文(ORCL)$ 水分太多

对甲骨文“炸裂大单”的质疑：全指望OpenAI、收入都在长期、能赚钱吗、有钱建吗？

09-11

现在加入造车基本没有成功的可能性

追觅拟特斯拉附近盖厂，新车明年CES首发

09-10

又想骗钱

蔚来-SW(09866.HK)拟发行不超过1.82亿股A类普通股

09-08

摩托车，不是汽车，进展太慢

Quantumscape为大众的首款固态电池测试车辆提供动力支持

08-29

自用定制芯片节约成本

07-31

以前高增长又说是没有利润质量的增长，现在只追求有利润的业务增长，又说业务收入失速。全看华尔街想为所欲为的

07-17

$Tron Inc.(TRON)$ 17日正式登场，有没有放水养鱼格局，还是孙割格局

07-16

$PayPal(PYPL)$ 股价下跌趋势

07-15

南风起

年底见，马斯克暗示特斯拉将展示“有史以来最史诗级”的产品

07-02

扯淡

异动解读 | 金山软件盘中大跌5.01%，或受金山云人事变动及资金流出影响

07-02

有什么理由涨的，又不是采购需求

异动解读 | 纳微半导体夜盘大涨5.58%，与PSMC达成GaN芯片生产协议

06-27

$Coinbase Global, Inc.(COIN)$ 随着circle上市后自身力量大增，与coin的分成比例应该会重新谈判，不会一直这样

06-25

中国是合二为一的

财新：国泰君安国际获批的是VASP牌照，而非VATP牌照

06-24

稳定币冲击国际清算银行的生存地位

盘前异动 | Circle跌近8%，国际清算银行就稳定币风险发出警告

06-06

80

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href=https://wallstreetcn.com/articles/3755845><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>穆迪主要担忧甲骨文过度依赖少数客户产生的对手风险。该机构预计，甲骨文的债务增速将超过EBITDA增速，杠杆率或升至4倍，自由现金流在较长时期内可能为负。目前，甲骨文的穆迪信用评级为Baa2，位于投资级低端。穆迪评级机构对甲骨文公司近期签署的3000亿美元人工智能合同发出风险警告，重申该软件巨头的信用评级展望为负面，主要担忧集中在对手风险和债务负担加重等方面。据见闻此前消息，OpenAI已与甲骨文...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3755845\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c35c8a27605936ee42c5dc8842ec36a","relate_stocks":{"ORCL":"甲骨文"},"source_url":"https://wallstreetcn.com/articles/3755845","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2568846475","content_text":"穆迪主要担忧甲骨文过度依赖少数客户产生的对手风险。该机构预计，甲骨文的债务增速将超过EBITDA增速，杠杆率或升至4倍，自由现金流在较长时期内可能为负。目前，甲骨文的穆迪信用评级为Baa2，位于投资级低端。穆迪评级机构对甲骨文公司近期签署的3000亿美元人工智能合同发出风险警告，重申该软件巨头的信用评级展望为负面，主要担忧集中在对手风险和债务负担加重等方面。据见闻此前消息，OpenAI已与甲骨文签署了一份为期约五年、价值高达3000亿美元的算力采购合同，成为有史以来最大的云服务合约之一。甲骨文近期描述的新增收入中，大部分将来自这笔交易。穆迪分析师周三在报告中指出，虽然这些合同凸显了甲骨文AI基础设施业务的\"巨大潜力\"，但也带来了显著的财务风险。分析师特别关注甲骨文过度依赖少数AI公司大额承诺的商业模式所产生的对手风险。该评级机构预计甲骨文的债务增长将超过EBITDA增速，杠杆率将达到4倍的高位，自由现金流可能在较长时期内保持负值。甲骨文目前的穆迪发行人评级为Baa2，处于投资级信用评级的较低端。巨大合同背后的集中度风险穆迪分析师在周三的报告中强调，甲骨文面临的最主要风险来自其对少数大型AI客户的高度依赖。分析师将甲骨文的数据中心建设项目描述为\"实际上是世界上最大的项目融资之一\"。\"对手风险始终是任何类型项目融资的关键考量，特别是在高度依赖单一对手方收入的情况下。\"穆迪预测甲骨文的财务状况将在短期内承压。分析师指出，公司债务增长速度将超过EBITDA增幅，导致杠杆率升至4倍的高位，这一水平将持续到EBITDA增长开始超越债务增速为止。这一预期反映了甲骨文为支持大规模AI基础设施建设所需的巨额资本支出。分析师在报告中写道：\"自由现金流很可能在达到盈亏平衡之前的较长时期内保持负值。\"穆迪此次风险提示呼应了其7月份的评级行动，当时该机构将甲骨文的信用评级展望从稳定下调至负面。尽管认识到AI合同带来的巨大商业潜力，穆迪仍未进一步采取评级行动。甲骨文目前维持Baa2的穆迪发行人评级，该评级位于投资级信用评级的下端。评级机构的谨慎态度反映了对甲骨文激进扩张策略可能带来的财务风险的担忧。","news_type":1,"symbols_score_info":{"ORCL":1.5}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479538802335776,"gmtCreate":1758098709066,"gmtModify":1758098711291,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570605047103152","idStr":"3570605047103152"},"themes":[],"htmlText":"增发股价多少","listText":"增发股价多少","text":"增发股价多少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479538802335776","repostId":"1136121558","repostType":2,"repost":{"id":"1136121558","kind":"news","weMediaInfo":{"introduction":"全球快讯第一时间播报","home_visible":1,"media_name":"美股速递","id":"1004306016","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1757964674,"share":"https://www.laohu8.com/m/news/1136121558?lang=&edition=full","pubTime":"2025-09-16 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Group宣布，其A类普通股公开发行及可转换优先票据私募发行已成功完成。截至目前，公司通过这两次发行活动获得的总募资金额约为40亿美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823431647.USD":"BNP PARIBAS RUSSIA EQUITY \"CLASSIC\" (USD) INC","LU0823431563.USD":"BNP PARIBAS RUSSIA EQUITY \"C\" (USD) ACC","LU0950373646.USD":"BNP PARIBAS RUSSIA EQUITY \"C\" (USD) INC","LU0329931173.USD":"HSBC GIF RUSSIA EQUITY \"AD\" (USD) INC","NBIS":"NEBIUS","BK4609":"英伟达持仓股","BK4077":"互动媒体与服务","LU0531971165.HKD":"HSBC GIF RUSSIA EQUITY \"AD\" (HKD) INC","LU0329931090.USD":"HSBC GIF RUSSIA EQUITY \"AC\" ACC","BK4097":"系统软件"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136121558","content_text":"Nebius Group宣布，其A类普通股公开发行及可转换优先票据私募发行已成功完成。截至目前，公司通过这两次发行活动获得的总募资金额约为40亿美元。","news_type":1,"symbols_score_info":{"NBIS":1}},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479237498134904,"gmtCreate":1758036219720,"gmtModify":1758036221895,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570605047103152","idStr":"3570605047103152"},"themes":[],"htmlText":"洗盘力度大","listText":"洗盘力度大","text":"洗盘力度大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479237498134904","repostId":"1156567540","repostType":2,"repost":{"id":"1156567540","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1758031348,"share":"https://www.laohu8.com/m/news/1156567540?lang=&edition=full","pubTime":"2025-09-16 22:02","market":"nz","language":"zh","title":"异动解读 | Opendoor Technologies股价盘中大跌5.32%，或受财报亏损及分析师看空影响","url":"https://stock-news.laohu8.com/highlight/detail?id=1156567540","media":"异动解读","summary":"美国房地产科技公司Opendoor Technologies Inc今日盘中股价出现大幅下跌。截至盘中，该公司股价下跌5.32%，引发市场关注。交易数据显示，Opendoor Technologies股票当日成交量达4106.85万股，换手率为5.58%，振幅达8.00%。从近期表现来看，Opendoor Technologies股价在过去5个交易日内曾大涨57.2%，年初至今更是上涨了惊人的493.44%。分析人士认为，今日股价大跌可能是多重因素叠加的结果。值得注意的是，Opendoor Technologies所在的房地产行业整体仅小幅下跌0.01%，显示出该股的下跌幅度明显大于行业平均水平。","content":"<p>美国房地产科技公司Opendoor Technologies Inc（股票代码：OPEN）今日盘中股价出现大幅下跌。截至盘中，该公司股价下跌5.32%，引发市场关注。交易数据显示，Opendoor Technologies股票当日成交量达4106.85万股，换手率为5.58%，振幅达8.00%。</p>\n\n<p>从近期表现来看，Opendoor Technologies股价在过去5个交易日内曾大涨57.2%，年初至今更是上涨了惊人的493.44%。然而，公司最新财报显示净亏损2900万美元，每股亏损0.04美元。同时，分析师对该公司前景持谨慎态度，在9家参与评级的机构中，仅有11%给予买入建议，而45%建议卖出。</p>\n\n<p>分析人士认为，今日股价大跌可能是多重因素叠加的结果。一方面，公司最新财报显示亏损状况，可能引发投资者对其盈利能力的担忧；另一方面，分析师的看空情绪也可能影响投资者信心。此外，考虑到该股近期强劲的涨势，部分投资者可能选择获利了结，从而加剧了股价下跌。值得注意的是，Opendoor Technologies所在的房地产行业整体仅小幅下跌0.01%，显示出该股的下跌幅度明显大于行业平均水平。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读 | Opendoor Technologies股价盘中大跌5.32%，或受财报亏损及分析师看空影响</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异动解读 | Opendoor Technologies股价盘中大跌5.32%，或受财报亏损及分析师看空影响\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-09-16 22:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美国房地产科技公司Opendoor Technologies Inc（股票代码：OPEN）今日盘中股价出现大幅下跌。截至盘中，该公司股价下跌5.32%，引发市场关注。交易数据显示，Opendoor Technologies股票当日成交量达4106.85万股，换手率为5.58%，振幅达8.00%。</p>\n\n<p>从近期表现来看，Opendoor Technologies股价在过去5个交易日内曾大涨57.2%，年初至今更是上涨了惊人的493.44%。然而，公司最新财报显示净亏损2900万美元，每股亏损0.04美元。同时，分析师对该公司前景持谨慎态度，在9家参与评级的机构中，仅有11%给予买入建议，而45%建议卖出。</p>\n\n<p>分析人士认为，今日股价大跌可能是多重因素叠加的结果。一方面，公司最新财报显示亏损状况，可能引发投资者对其盈利能力的担忧；另一方面，分析师的看空情绪也可能影响投资者信心。此外，考虑到该股近期强劲的涨势，部分投资者可能选择获利了结，从而加剧了股价下跌。值得注意的是，Opendoor Technologies所在的房地产行业整体仅小幅下跌0.01%，显示出该股的下跌幅度明显大于行业平均水平。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OPEN":"Opendoor Technologies Inc"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156567540","content_text":"美国房地产科技公司Opendoor Technologies Inc（股票代码：OPEN）今日盘中股价出现大幅下跌。截至盘中，该公司股价下跌5.32%，引发市场关注。交易数据显示，Opendoor Technologies股票当日成交量达4106.85万股，换手率为5.58%，振幅达8.00%。\n从近期表现来看，Opendoor Technologies股价在过去5个交易日内曾大涨57.2%，年初至今更是上涨了惊人的493.44%。然而，公司最新财报显示净亏损2900万美元，每股亏损0.04美元。同时，分析师对该公司前景持谨慎态度，在9家参与评级的机构中，仅有11%给予买入建议，而45%建议卖出。\n分析人士认为，今日股价大跌可能是多重因素叠加的结果。一方面，公司最新财报显示亏损状况，可能引发投资者对其盈利能力的担忧；另一方面，分析师的看空情绪也可能影响投资者信心。此外，考虑到该股近期强劲的涨势，部分投资者可能选择获利了结，从而加剧了股价下跌。值得注意的是，Opendoor 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Station公司（代码：GEMI）的首席运营官兼董事 Beard Marshall Edmund于2025年9月11日至9月15日期间分别增持了9,089股、267,857股、903,971股和805,615股公司股票，同时减持258,901股。增持行为显示出该高管对公司未来表现的信心，可能会对公司股价产生积极影响，投资者可关注。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GEMI":"Gemini Space Station, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160386420","content_text":"Gemini Space Station公司（代码：GEMI）的首席运营官兼董事 Beard Marshall Edmund于2025年9月11日至9月15日期间分别增持了9,089股、267,857股、903,971股和805,615股公司股票，同时减持258,901股。增持行为显示出该高管对公司未来表现的信心，可能会对公司股价产生积极影响，投资者可关注。","news_type":1,"symbols_score_info":{"GEMI":1}},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477818004668680,"gmtCreate":1757664399932,"gmtModify":1757664401392,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570605047103152","idStr":"3570605047103152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$&nbsp;</a> 坐等100倍","listText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$&nbsp;</a> 坐等100倍","text":"$Opendoor Technologies Inc(OPEN)$ 坐等100倍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477818004668680","isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477537178124648,"gmtCreate":1757595867421,"gmtModify":1757595868667,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570605047103152","idStr":"3570605047103152"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 水分太多","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 水分太多","text":"$甲骨文(ORCL)$ 水分太多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477537178124648","repostId":"2566932964","repostType":4,"repost":{"id":"2566932964","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":1757587988,"share":"https://www.laohu8.com/m/news/2566932964?lang=&edition=full","pubTime":"2025-09-11 18:53","market":"us","language":"zh","title":"对甲骨文“炸裂大单”的质疑：全指望OpenAI、收入都在长期、能赚钱吗、有钱建吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2566932964","media":"华尔街见闻","summary":"爆发式RPO增长：全部押注AI及OpenAI。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>最新发布的财报让市场陷入一种矛盾的狂热。</p><p>一方面，公司当期收入和短期指引双双不及预期；另一方面，其剩余履约价值（RPO，即积压订单）一夜之间暴增至“令人瞠目结舌”的4550亿美元。如此大幅的增长，几乎全部由四份多亿美元合同推动，其中国内外分析普遍认为最大份额与OpenAI的长期云服务合同直接相关。</p><p>与此同时，最新消息让这笔神秘的巨额RPO浮出水面：9月10日，据报道，OpenAI已签署合同，<strong>在未来约五年内从甲骨文购买价值3000亿美元的计算能力，这意味着OpenAI每年平均需要向甲骨文支付约600亿美元。</strong></p><p>对于投资者而言，看懂这组数据背后的真正含义至关重要。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>在10日的研报中表示，市场可能忽略了几个核心问题：这份史诗级订单的客户是否过于集中（尤其是对OpenAI的依赖）？绝大部分收入是否遥遥无期？这些AI订单的利润率究竟如何？以及，为了支撑这些订单，甲骨文是否有足够的资金进行天文数字般的基础设施建设？这些问题直接关系到甲骨文未来的盈利能力和现金流健康，是投资者在狂热中必须冷静思考的关键。</p><h2 id=\"id_2196333389\">爆发式RPO增长：全部押注AI及OpenAI</h2><p>甲骨文第一财季最引人注目的无疑是其RPO的惊人增长。4550亿美元的数字意味着单季增加了约3170亿美元的未来业务，同比增幅高达359%。公司首席执行官Safra Catz向分析师表示，该季度公司与三位不同的客户签署了合同。她强调：</p><blockquote><p>我们已经与人工智能领域的巨头们签署了重要的云合同，包括OpenAI、xAI、<a href=\"https://laohu8.com/S/META\">Meta</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>以及许多其他公司。</p></blockquote><p>而最新报道披露了这笔让市场疯狂的履约：9月10日， OpenAI已签署合同，<strong>在未来约五年内从甲骨文购买价值3000亿美元的算力</strong>。该协议将从2027年开始执行，所需的4.5GW电力容量相当于两座胡佛水坝的发电量，足以供应约400万户家庭用电。</p><p>需要注意的是，OpenAI是一家仍在亏损的初创公司，其在6月披露的年化收入约为100亿美元，<strong>这远低于其为该协议每年平均需要支付的600亿美元。</strong>因此，这笔交易的成功，完全建立在ChatGPT能够持续其爆炸性增长，并被全球数十亿用户以及主要企业和政府广泛采用的假设之上。</p><p>摩根大通分析师表示，新增RPO中大部分属于长期履约义务，<strong>而大约只有10%属于短期RPO（即未来一年内将确认的收入），这意味着短期履约合同额环比几乎没有增长，大部分收入将在遥远的未来才能得到确认。</strong><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>的股票研究团队在10日的研报中也预计，在这笔高达4550亿美元的RPO中，只有约10%会在未来12个月内确认为收入。</p><p>虽然OpenAI的增长非同寻常，但它也正面临日益增长的压力，包括昂贵的人才争夺战、与<a href=\"https://laohu8.com/S/MSFT\">微软</a>紧张的合作关系谈判，以及一项正在接受两个州监管机构审查的营利性重组。对OpenAI而言，这是一次对其未来增长的激进赌博；而对甲骨文来说，这意味着将未来收入的很大一部分集中于单一客户，这对双方的执行力和市场前景都提出了严峻考验。</p><h2 id=\"id_599282658\">短期财务承压，指引不及预期</h2><p>与积压订单的<a href=\"https://laohu8.com/S/002296\">辉煌</a>形成鲜明对比的是甲骨文疲软的即期业绩和短期展望。第一财季总收入按固定汇率计算增长11%，低于市场普遍预期的13%。其中，云服务和许可支持收入增长14%（固定汇率），也低于16%的共识预期。</p><p>更令市场担忧的是，公司对第二财季的总收入增长指引为12-14%，低于市场预期的15%；总云收入增长指引为32-36%，同样低于预期的37%。分析师在报告中认为，<strong>这反映出新增的大部分RPO属于长期合同，对近期的财务贡献有限。</strong></p><p><strong>与此同时，甲骨文的自由现金流也因巨大的资本支出而承压。</strong>第一财季自由现金流为负3.62亿美元，远低于市场预期的12.71亿美元。为支持云基础设施（OCI）的建设，公司将2026财年的资本支出指引上调100亿美元至350亿美元，这预示着其自由现金流在未来一段时间内将继续面临压力。</p><h2 id=\"id_175938248\">利润与增长的权衡</h2><p>甲骨文正在进行一场典型的“以利润换增长”的豪赌。摩根大通认为，新增的大部分订单与AI模型训练有关，这类业务的利润率相对较低，可能会在长期内拖累营业利润的增长速度，使其慢于收入增长。</p><p>基于这一判断，该行预计，在甲骨文发布财报后，<strong>市场对其未来数年收入的普遍预期将会上调，但每股收益（EPS）的预期变动将微乎其微，而自由现金流（FCF）的预期则会下调。</strong></p><p>甲骨文将2026财年的营业利润增长指引设定为“中双位数”，略高于市场目前约12%的增长预期。摩根大通认为，这可能更多反映了近期裁员所带来的成本节约效应，而非来自业务本身的高利润增长。</p><h2 id=\"id_630311960\">摩根大通维持中性评级，上调目标价</h2><p>尽管存在诸多疑问和短期压力，摩根大通承认甲骨文在获取OCI业务方面取得了“令人印象深刻的成就”，并认可其在AI领域的长期潜力。该行将甲骨文的目标价从210美元上调至270美元，主要理由是提升了对OCI业务的多年增长轨迹预期。</p><p>然而，该行维持对甲骨文的“中性”评级，认为当前的风险与回报“趋于平衡”。虽然AI相关的积极数据点可能会在短期内主导市场讨论，但投资者最终需要关注利润率和现金流等基本面问题。甲骨文的成功取决于其能否高效地建设数据中心容量、维持OCI订单的增长势头，并成功消化此前收购的Cerner业务。</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>对甲骨文“炸裂大单”的质疑：全指望OpenAI、收入都在长期、能赚钱吗、有钱建吗？</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对甲骨文“炸裂大单”的质疑：全指望OpenAI、收入都在长期、能赚钱吗、有钱建吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-11 18:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3755415><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>甲骨文最新发布的财报让市场陷入一种矛盾的狂热。一方面，公司当期收入和短期指引双双不及预期；另一方面，其剩余履约价值（RPO，即积压订单）一夜之间暴增至“令人瞠目结舌”的4550亿美元。如此大幅的增长，几乎全部由四份多亿美元合同推动，其中国内外分析普遍认为最大份额与OpenAI的长期云服务合同直接相关。与此同时，最新消息让这笔神秘的巨额RPO浮出水面：9月10日，据报道，OpenAI已签署合同，在...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3755415\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5a763433a3b9770e33abe759e6bf88d9","relate_stocks":{"ORCL":"甲骨文"},"source_url":"https://wallstreetcn.com/articles/3755415","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2566932964","content_text":"甲骨文最新发布的财报让市场陷入一种矛盾的狂热。一方面，公司当期收入和短期指引双双不及预期；另一方面，其剩余履约价值（RPO，即积压订单）一夜之间暴增至“令人瞠目结舌”的4550亿美元。如此大幅的增长，几乎全部由四份多亿美元合同推动，其中国内外分析普遍认为最大份额与OpenAI的长期云服务合同直接相关。与此同时，最新消息让这笔神秘的巨额RPO浮出水面：9月10日，据报道，OpenAI已签署合同，在未来约五年内从甲骨文购买价值3000亿美元的计算能力，这意味着OpenAI每年平均需要向甲骨文支付约600亿美元。对于投资者而言，看懂这组数据背后的真正含义至关重要。摩根大通在10日的研报中表示，市场可能忽略了几个核心问题：这份史诗级订单的客户是否过于集中（尤其是对OpenAI的依赖）？绝大部分收入是否遥遥无期？这些AI订单的利润率究竟如何？以及，为了支撑这些订单，甲骨文是否有足够的资金进行天文数字般的基础设施建设？这些问题直接关系到甲骨文未来的盈利能力和现金流健康，是投资者在狂热中必须冷静思考的关键。爆发式RPO增长：全部押注AI及OpenAI甲骨文第一财季最引人注目的无疑是其RPO的惊人增长。4550亿美元的数字意味着单季增加了约3170亿美元的未来业务，同比增幅高达359%。公司首席执行官Safra Catz向分析师表示，该季度公司与三位不同的客户签署了合同。她强调：我们已经与人工智能领域的巨头们签署了重要的云合同，包括OpenAI、xAI、Meta、英伟达、AMD以及许多其他公司。而最新报道披露了这笔让市场疯狂的履约：9月10日， OpenAI已签署合同，在未来约五年内从甲骨文购买价值3000亿美元的算力。该协议将从2027年开始执行，所需的4.5GW电力容量相当于两座胡佛水坝的发电量，足以供应约400万户家庭用电。需要注意的是，OpenAI是一家仍在亏损的初创公司，其在6月披露的年化收入约为100亿美元，这远低于其为该协议每年平均需要支付的600亿美元。因此，这笔交易的成功，完全建立在ChatGPT能够持续其爆炸性增长，并被全球数十亿用户以及主要企业和政府广泛采用的假设之上。摩根大通分析师表示，新增RPO中大部分属于长期履约义务，而大约只有10%属于短期RPO（即未来一年内将确认的收入），这意味着短期履约合同额环比几乎没有增长，大部分收入将在遥远的未来才能得到确认。摩根士丹利的股票研究团队在10日的研报中也预计，在这笔高达4550亿美元的RPO中，只有约10%会在未来12个月内确认为收入。虽然OpenAI的增长非同寻常，但它也正面临日益增长的压力，包括昂贵的人才争夺战、与微软紧张的合作关系谈判，以及一项正在接受两个州监管机构审查的营利性重组。对OpenAI而言，这是一次对其未来增长的激进赌博；而对甲骨文来说，这意味着将未来收入的很大一部分集中于单一客户，这对双方的执行力和市场前景都提出了严峻考验。短期财务承压，指引不及预期与积压订单的辉煌形成鲜明对比的是甲骨文疲软的即期业绩和短期展望。第一财季总收入按固定汇率计算增长11%，低于市场普遍预期的13%。其中，云服务和许可支持收入增长14%（固定汇率），也低于16%的共识预期。更令市场担忧的是，公司对第二财季的总收入增长指引为12-14%，低于市场预期的15%；总云收入增长指引为32-36%，同样低于预期的37%。分析师在报告中认为，这反映出新增的大部分RPO属于长期合同，对近期的财务贡献有限。与此同时，甲骨文的自由现金流也因巨大的资本支出而承压。第一财季自由现金流为负3.62亿美元，远低于市场预期的12.71亿美元。为支持云基础设施（OCI）的建设，公司将2026财年的资本支出指引上调100亿美元至350亿美元，这预示着其自由现金流在未来一段时间内将继续面临压力。利润与增长的权衡甲骨文正在进行一场典型的“以利润换增长”的豪赌。摩根大通认为，新增的大部分订单与AI模型训练有关，这类业务的利润率相对较低，可能会在长期内拖累营业利润的增长速度，使其慢于收入增长。基于这一判断，该行预计，在甲骨文发布财报后，市场对其未来数年收入的普遍预期将会上调，但每股收益（EPS）的预期变动将微乎其微，而自由现金流（FCF）的预期则会下调。甲骨文将2026财年的营业利润增长指引设定为“中双位数”，略高于市场目前约12%的增长预期。摩根大通认为，这可能更多反映了近期裁员所带来的成本节约效应，而非来自业务本身的高利润增长。摩根大通维持中性评级，上调目标价尽管存在诸多疑问和短期压力，摩根大通承认甲骨文在获取OCI业务方面取得了“令人印象深刻的成就”，并认可其在AI领域的长期潜力。该行将甲骨文的目标价从210美元上调至270美元，主要理由是提升了对OCI业务的多年增长轨迹预期。然而，该行维持对甲骨文的“中性”评级，认为当前的风险与回报“趋于平衡”。虽然AI相关的积极数据点可能会在短期内主导市场讨论，但投资者最终需要关注利润率和现金流等基本面问题。甲骨文的成功取决于其能否高效地建设数据中心容量、维持OCI订单的增长势头，并成功消化此前收购的Cerner业务。","news_type":1,"symbols_score_info":{"ORCL":1}},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477477981630528,"gmtCreate":1757581747494,"gmtModify":1757581749201,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570605047103152","idStr":"3570605047103152"},"themes":[],"htmlText":"现在加入造车基本没有成功的可能性","listText":"现在加入造车基本没有成功的可能性","text":"现在加入造车基本没有成功的可能性","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477477981630528","repostId":"2566895559","repostType":2,"repost":{"id":"2566895559","kind":"news","pubTimestamp":1757566502,"share":"https://www.laohu8.com/m/news/2566895559?lang=&edition=full","pubTime":"2025-09-11 12:55","market":"us","language":"zh","title":"追觅拟特斯拉附近盖厂，新车明年CES首发","url":"https://stock-news.laohu8.com/highlight/detail?id=2566895559","media":"金融界","summary":"9月10日，追觅科技创始人兼CEO俞浩在朋友圈发了三张汽车的渲染图。也就是说，这个8月才正式官宣的产品，将在明年1月的CES亮相。时代财经获悉，追觅汽车将与法国巴黎银行进行合作，共同建造德国工厂，工厂选址位于特斯拉德国柏林超级工厂附近。在追觅造车消息正式释放的8月底，时代财经曾经走访上海两处疑似造车地点。","content":"<html><body><article><p>追觅的“豪车”脚步渐近？</p><p>8月底，追觅一纸全员信，官宣了要造“对标布加迪<a href=\"https://laohu8.com/S/603779\">威龙</a>”的超<a href=\"https://laohu8.com/S/DLX\">豪华</a>纯电产品的消息。</p><p>9月10日，追觅科技创始人兼CEO俞浩在朋友圈发了三张汽车的渲染图。配文表示：追觅-布加迪，将在美国CES上，首发并展出样车。也就是说，这个8月才正式官宣的产品，将在明年1月的CES亮相。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250911130539627d152p0m0xj5070n\"/><p>图源：微信朋友圈截图</p><p>事实上，样车即将到来不是追觅近期唯一的大消息。</p><p>在概念图发布之前，追觅的汽车工厂已经在德国选址。时代财经获悉，追觅汽车将与<a href=\"https://laohu8.com/S/0HB5.UK\">法国巴黎银行</a>进行合作，共同建造德国工厂，工厂选址位于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>德国柏林超级工厂附近。</p><p>为什么追觅会选择将汽车工厂建在德国？</p><p>资深产业经济分析师、钉科技创始人丁少将认为，追觅汽车工厂落子德国的主要原因是市场定位。“追觅这个产品或许主要会面向海外市场，或者说是全球市场。因此，将工厂设在德国更有利于其全球化业务的拓展。”</p><p>追觅“对标布加迪威龙”的产品定位也是其选择在德国建厂的原因之一。在丁少将看来，德国是众多高端乃至超豪华汽车品牌的发源地。“此外，德国汽车产业基础雄厚，汽车人才密集，具备显著的产业链优势。”他指出。</p><p>追觅希望成为中国高端智能电动车市场的新玩家，但其在国内的造车具体布局却显得颇为神秘。</p><p>在追觅造车消息正式释放的8月底，时代财经曾经走访上海两处疑似造车地点。</p><p>8月28日，追觅在<a href=\"https://laohu8.com/S/BZ\">BOSS直聘</a>上曾经释放出一个名为自动驾驶大模型算法工程师的岗位（现已关闭），岗位办公地点在<a href=\"https://laohu8.com/S/600848\">上海临港</a>新片区环湖西二路888号C楼。</p><p>但时代财经实地探访之后，并没有发现追觅的踪迹。</p><p>“这里是临港的企业服务中心，如果公司没地方注册，就会把地址填在这里。”该处门卫向时代财经表示。</p><p>时代财经还前往了临港新片区另一处被标记为追觅科技（上海）有限公司的地址，但同样没有发现外部标注为追觅的厂房，园区的保安也表示“这里没有叫追觅的公司”。</p><p>事实上，早在2024年就有媒体报道追觅科技启动造车项目。时代财经注意到，求职平台脉脉上，最早在2023年就有用户询问追觅造车的情况。</p><p>尽管汽车业务在国内如何推进仍在迷雾中，但追觅的相关岗位已经在不断开放。在BOSS直聘上以“汽车”为岗位关键词搜索，会发现不少在招岗位，且招聘者当日活跃。岗位包括汽车海外销售经理、汽车造型设计师、汽车内饰主任工程师、HRBP（汽车方向）、社媒传播（汽车/手机方向）等，整体月薪从1.5万元起跳，最高月薪甚至能达到6万元，工作地点遍布国内多地。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250911130546790d152iy2hgate3en\"/><p>图源：BOSS直聘截图</p><p>从清洁家电起步，到如今官宣要造车，是什么在推动追觅“跨界”？</p><p>在丁少将看来，追觅跨界造车受到技术积累与市场机遇的双重驱动。市场机遇上，超豪华电动车市场存在空白，追觅希望以“技术溢价”重塑高端品牌形象。技术积累上，其核心技术如高速数字马达、AI算法等可复用至汽车电驱系统与智能座舱。</p><p>去年10月，俞浩转发了一篇探讨扫地机器人与汽车技术异同的媒体报道，并说道“在人工智能时代，一台扫地机器人与一台汽车的共通之处，比外表看起来要多得多。”</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250911130549293d152kbbwxwvv0do\"/><p>图源：微博责任编辑：栎树</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>追觅拟特斯拉附近盖厂，新车明年CES首发</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追觅拟特斯拉附近盖厂，新车明年CES首发\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-11 12:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025091113055395242999&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>追觅的“豪车”脚步渐近？8月底，追觅一纸全员信，官宣了要造“对标布加迪威龙”的超豪华纯电产品的消息。9月10日，追觅科技创始人兼CEO俞浩在朋友圈发了三张汽车的渲染图。配文表示：追觅-布加迪，将在美国CES上，首发并展出样车。也就是说，这个8月才正式官宣的产品，将在明年1月的CES亮相。图源：微信朋友圈截图事实上，样车即将到来不是追觅近期唯一的大消息。在概念图发布之前，追觅的汽车工厂已经在德国选址...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025091113055395242999&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","BK4099":"汽车制造商","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4516":"特朗普概念","LU2750360641.GBP":"INVESCO 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INC","TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025091113055395242999&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2566895559","content_text":"追觅的“豪车”脚步渐近？8月底，追觅一纸全员信，官宣了要造“对标布加迪威龙”的超豪华纯电产品的消息。9月10日，追觅科技创始人兼CEO俞浩在朋友圈发了三张汽车的渲染图。配文表示：追觅-布加迪，将在美国CES上，首发并展出样车。也就是说，这个8月才正式官宣的产品，将在明年1月的CES亮相。图源：微信朋友圈截图事实上，样车即将到来不是追觅近期唯一的大消息。在概念图发布之前，追觅的汽车工厂已经在德国选址。时代财经获悉，追觅汽车将与法国巴黎银行进行合作，共同建造德国工厂，工厂选址位于特斯拉德国柏林超级工厂附近。为什么追觅会选择将汽车工厂建在德国？资深产业经济分析师、钉科技创始人丁少将认为，追觅汽车工厂落子德国的主要原因是市场定位。“追觅这个产品或许主要会面向海外市场，或者说是全球市场。因此，将工厂设在德国更有利于其全球化业务的拓展。”追觅“对标布加迪威龙”的产品定位也是其选择在德国建厂的原因之一。在丁少将看来，德国是众多高端乃至超豪华汽车品牌的发源地。“此外，德国汽车产业基础雄厚，汽车人才密集，具备显著的产业链优势。”他指出。追觅希望成为中国高端智能电动车市场的新玩家，但其在国内的造车具体布局却显得颇为神秘。在追觅造车消息正式释放的8月底，时代财经曾经走访上海两处疑似造车地点。8月28日，追觅在BOSS直聘上曾经释放出一个名为自动驾驶大模型算法工程师的岗位（现已关闭），岗位办公地点在上海临港新片区环湖西二路888号C楼。但时代财经实地探访之后，并没有发现追觅的踪迹。“这里是临港的企业服务中心，如果公司没地方注册，就会把地址填在这里。”该处门卫向时代财经表示。时代财经还前往了临港新片区另一处被标记为追觅科技（上海）有限公司的地址，但同样没有发现外部标注为追觅的厂房，园区的保安也表示“这里没有叫追觅的公司”。事实上，早在2024年就有媒体报道追觅科技启动造车项目。时代财经注意到，求职平台脉脉上，最早在2023年就有用户询问追觅造车的情况。尽管汽车业务在国内如何推进仍在迷雾中，但追觅的相关岗位已经在不断开放。在BOSS直聘上以“汽车”为岗位关键词搜索，会发现不少在招岗位，且招聘者当日活跃。岗位包括汽车海外销售经理、汽车造型设计师、汽车内饰主任工程师、HRBP（汽车方向）、社媒传播（汽车/手机方向）等，整体月薪从1.5万元起跳，最高月薪甚至能达到6万元，工作地点遍布国内多地。图源：BOSS直聘截图从清洁家电起步，到如今官宣要造车，是什么在推动追觅“跨界”？在丁少将看来，追觅跨界造车受到技术积累与市场机遇的双重驱动。市场机遇上，超豪华电动车市场存在空白，追觅希望以“技术溢价”重塑高端品牌形象。技术积累上，其核心技术如高速数字马达、AI算法等可复用至汽车电驱系统与智能座舱。去年10月，俞浩转发了一篇探讨扫地机器人与汽车技术异同的媒体报道，并说道“在人工智能时代，一台扫地机器人与一台汽车的共通之处，比外表看起来要多得多。”图源：微博责任编辑：栎树","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477105451442648,"gmtCreate":1757503239245,"gmtModify":1757503240973,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570605047103152","idStr":"3570605047103152"},"themes":[],"htmlText":"又想骗钱","listText":"又想骗钱","text":"又想骗钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477105451442648","repostId":"2566046677","repostType":2,"repost":{"id":"2566046677","kind":"live","pubTimestamp":1757500144,"share":"https://www.laohu8.com/m/news/2566046677?lang=&edition=full","pubTime":"2025-09-10 18:29","market":"hk","language":"zh","title":"蔚来-SW(09866.HK)拟发行不超过1.82亿股A类普通股","url":"https://stock-news.laohu8.com/highlight/detail?id=2566046677","media":"智通财经","summary":"【蔚来-SW(09866.HK)拟发行不超过1.82亿股A类普通股】智通财经APP讯，蔚来-SW(09866.HK)发布公告，于2025年9月10日，该公司宣布一项拟议发行，涉及合计不超过1.82亿股","content":"<html><body><div>\n<div>\n<b>【蔚来-SW(09866.HK)拟发行不超过1.82亿股A类普通股】</b>智通财经APP讯，蔚来-SW(09866.HK)发布公告，于2025年9月10日，该公司宣布一项拟议发行，涉及合计不超过1.82亿股公司A类普通股，其中包括发行美国存托股，每股美国存托股代表公司一股A类普通股，及发行A类普通股。股权发行中发行的美国存托股及╱或A类普通股将按投资者意向于美国存托股发行及普通股发行之间进行分配。                </div>\n</div></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>蔚来-SW(09866.HK)拟发行不超过1.82亿股A类普通股</title>\n<style 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href=\"https://www.zhitongcaijing.com/immediately.html?type=ganggu\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","LU1920063259.USD":"FIDELITY FUNDS GLOBAL DIVIDEND PLUS \"A\" (USDHDG) INC","BK4548":"巴美列捷福持仓","LU2242652126.USD":"FIDELITY FUNDS GLOBAL DIVIDENDS PLUS \"A\" (USD) INC","LU0612318385.USD":"BGF NATURAL RESOURCES \"A2\" (USD) ACC","LU1920062954.HKD":"FIDELITY FUNDS GLOBAL DIVIDEND PLUS \"A\" (HKDHDG) INC","BK6125":"汽车制造商","BK4509":"腾讯概念","BK1588":"回港中概股","NIO.SI":"蔚来","LU2041044095.USD":"Blackrock Circular Economy A2 USD","LU0997587240.USD":"FIDELITY EUROPEAN DIVIDEND MINCG \"A\" (USDHDG) DIST","LU1989763690.USD":"东方汇理世代食品基金A2 Acc","LU2092937221.SGD":"Blackrock Circular Economy A2 SGD-H","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","LU2380233275.USD":"SCHRODER ISF GLOBAL SUSTAINABLE FOOD AND WATER \"A\" (USD) ACC","LU0320764599.SGD":"FTIF - Templeton 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ACC"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=ganggu","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2566046677","content_text":"【蔚来-SW(09866.HK)拟发行不超过1.82亿股A类普通股】智通财经APP讯，蔚来-SW(09866.HK)发布公告，于2025年9月10日，该公司宣布一项拟议发行，涉及合计不超过1.82亿股公司A类普通股，其中包括发行美国存托股，每股美国存托股代表公司一股A类普通股，及发行A类普通股。股权发行中发行的美国存托股及╱或A类普通股将按投资者意向于美国存托股发行及普通股发行之间进行分配。","news_type":1,"symbols_score_info":{"09866":1,"EVS.SI":0.6,"NIO":1,"NIO.SI":1,"SW":1}},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476497591611872,"gmtCreate":1757335706205,"gmtModify":1757335708118,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570605047103152","idStr":"3570605047103152"},"themes":[],"htmlText":"摩托车，不是汽车，进展太慢","listText":"摩托车，不是汽车，进展太慢","text":"摩托车，不是汽车，进展太慢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/476497591611872","repostId":"1102880174","repostType":2,"repost":{"id":"1102880174","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":1757332159,"share":"https://www.laohu8.com/m/news/1102880174?lang=&edition=full","pubTime":"2025-09-08 19:49","market":"us","language":"zh","title":"Quantumscape为大众的首款固态电池测试车辆提供动力支持","url":"https://stock-news.laohu8.com/highlight/detail?id=1102880174","media":"老虎资讯综合","summary":"为大众首款固态电池测试车辆提供动力支持。","content":"<html><head></head><body><p>周一，大众汽车首次发布了一款由固态电池驱动的电动测试车。这项仍处于起步阶段的技术，有望降低电动车成本并延长其使用寿命。大众表示，这款全电动测试摩托车采用的是美国 <a href=\"https://laohu8.com/S/QS\">Quantumscape Corp.</a> 公司提供的技术，而大众是该公司的股东。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9948cce9210b9d1144616491ed2d56be\" alt=\"\" title=\"\" tg-width=\"741\" tg-height=\"559\"/></p><p>“大众汽车董事会负责技术事务的成员托马斯·施马尔（Thomas Schmall）表示：‘固态电池有潜力成为电动出行领域的颠覆性技术。与合作伙伴QuantumScape一起，我们的目标是将该技术产业化，并朝着批量生产迈出下一步。”</p><p><a href=\"https://laohu8.com/S/QS\">Quantumscape Corp.</a>盘前大涨19%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73a3211fe5810579a6f188f1ce3c1a4c\" title=\"\" tg-width=\"441\" tg-height=\"124\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQuantumscape为大众的首款固态电池测试车辆提供动力支持\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-09-08 19:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一，大众汽车首次发布了一款由固态电池驱动的电动测试车。这项仍处于起步阶段的技术，有望降低电动车成本并延长其使用寿命。大众表示，这款全电动测试摩托车采用的是美国 <a href=\"https://laohu8.com/S/QS\">Quantumscape Corp.</a> 公司提供的技术，而大众是该公司的股东。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9948cce9210b9d1144616491ed2d56be\" alt=\"\" title=\"\" tg-width=\"741\" tg-height=\"559\"/></p><p>“大众汽车董事会负责技术事务的成员托马斯·施马尔（Thomas Schmall）表示：‘固态电池有潜力成为电动出行领域的颠覆性技术。与合作伙伴QuantumScape一起，我们的目标是将该技术产业化，并朝着批量生产迈出下一步。”</p><p><a href=\"https://laohu8.com/S/QS\">Quantumscape Corp.</a>盘前大涨19%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73a3211fe5810579a6f188f1ce3c1a4c\" title=\"\" tg-width=\"441\" tg-height=\"124\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/403b490b582c89bb2c67995b086a25b1","relate_stocks":{"QS":"Quantumscape Corp."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102880174","content_text":"周一，大众汽车首次发布了一款由固态电池驱动的电动测试车。这项仍处于起步阶段的技术，有望降低电动车成本并延长其使用寿命。大众表示，这款全电动测试摩托车采用的是美国 Quantumscape Corp. 公司提供的技术，而大众是该公司的股东。“大众汽车董事会负责技术事务的成员托马斯·施马尔（Thomas Schmall）表示：‘固态电池有潜力成为电动出行领域的颠覆性技术。与合作伙伴QuantumScape一起，我们的目标是将该技术产业化，并朝着批量生产迈出下一步。”Quantumscape Corp.盘前大涨19%。","news_type":1,"symbols_score_info":{"QS":1.1}},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472852934565992,"gmtCreate":1756474224266,"gmtModify":1756474229131,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570605047103152","idStr":"3570605047103152"},"themes":[],"htmlText":"自用定制芯片节约成本","listText":"自用定制芯片节约成本","text":"自用定制芯片节约成本","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472852934565992","isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462544545386888,"gmtCreate":1753916659640,"gmtModify":1753916661832,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570605047103152","idStr":"3570605047103152"},"themes":[],"htmlText":"以前高增长又说是没有利润质量的增长，现在只追求有利润的业务增长，又说业务收入失速。全看华尔街想为所欲为的","listText":"以前高增长又说是没有利润质量的增长，现在只追求有利润的业务增长，又说业务收入失速。全看华尔街想为所欲为的","text":"以前高增长又说是没有利润质量的增长，现在只追求有利润的业务增长，又说业务收入失速。全看华尔街想为所欲为的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462544545386888","isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457604692918592,"gmtCreate":1752757154711,"gmtModify":1752757155768,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570605047103152","idStr":"3570605047103152"},"themes":[],"htmlText":"<a 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16:06","market":"us","language":"zh","title":"年底见，马斯克暗示特斯拉将展示“有史以来最史诗级”的产品","url":"https://stock-news.laohu8.com/highlight/detail?id=2551903264","media":"IT之家","summary":"自己对所见之物深感震撼。","content":"<html><head></head><body><p><strong>马斯克今日在 X 上透露，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>可能在今年年底举办一场堪称公司历史上最重要的演示活动。</strong></p><p>马斯克提到，自己刚刚参观了位于加州霍桑的特斯拉设计工作室，<strong>自己对所见之物深感震撼。</strong>他还透露，特斯拉将在年底举行一场极为盛大的演示。“刚离开特斯拉设计工作室。今年年底将奉献‘有史以来最史诗级’的演示。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb2bdbbcccb01719929c7af2c14924b7\" title=\"\" tg-width=\"1196\" tg-height=\"1730\"/></p><p>至于这次“史诗级发布”究竟为何者，电动汽车分析师、特斯拉爆料人士 Sawyer Merritt 在评论区抛出了一个投票，预测第三代 Optimus 机器人、下一代 Roadster 跑车等产品将会是可选项。</p><p>马斯克曾在上月透露，特斯拉的 Optimus 人形机器人将迎来重大改进。从财务角度来看，该产品可以说是特斯拉正在开发的、最具日常消费应用潜力和价值增长潜力的产品。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5497a440403428a9e570a2b283653aa\" title=\"\" tg-width=\"1536\" tg-height=\"862\"/></p><p>Optimus 目前仍处于开发阶段，但特斯拉在过去几年中已取得了显著进展。该项目最初仅是一个简单概念，以一名身着紧身衣的人类形象首次亮相。然而，短短几年间，特斯拉已成功开发出多款人形机器人原型，并将其应用于公司内部的制造设施中。</p><p>去年，马斯克曾在投资者电话会议上暗示 Roadster 超跑将被进一步推迟。马斯克并未更新特斯拉 Roadster 超跑的发布日期，只是强调特斯拉的重点仍然是那些对全球有更大影响的项目，跑车的研发虽然有趣，但必须排在优先事项之后。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9051a1a7773ebf9f95f73375d5a17cad\" title=\"\" tg-width=\"1024\" tg-height=\"576\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f38885b1974dde50d7d9a15a862f373\" title=\"\" tg-width=\"1024\" tg-height=\"576\"/></p></body></html>","source":"ithome","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>年底见，马斯克暗示特斯拉将展示“有史以来最史诗级”的产品</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n年底见，马斯克暗示特斯拉将展示“有史以来最史诗级”的产品\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-14 16:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ithome.com/0/868/008.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克今日在 X 上透露，特斯拉可能在今年年底举办一场堪称公司历史上最重要的演示活动。马斯克提到，自己刚刚参观了位于加州霍桑的特斯拉设计工作室，自己对所见之物深感震撼。他还透露，特斯拉将在年底举行一场极为盛大的演示。“刚离开特斯拉设计工作室。今年年底将奉献‘有史以来最史诗级’的演示。”至于这次“史诗级发布”究竟为何者，电动汽车分析师、特斯拉爆料人士 Sawyer Merritt 在评论区抛出了一个...</p>\n\n<a href=\"https://www.ithome.com/0/868/008.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e119bfaf62ef5472764b7358e04d7f00","relate_stocks":{"TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares"},"source_url":"https://www.ithome.com/0/868/008.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2551903264","content_text":"马斯克今日在 X 上透露，特斯拉可能在今年年底举办一场堪称公司历史上最重要的演示活动。马斯克提到，自己刚刚参观了位于加州霍桑的特斯拉设计工作室，自己对所见之物深感震撼。他还透露，特斯拉将在年底举行一场极为盛大的演示。“刚离开特斯拉设计工作室。今年年底将奉献‘有史以来最史诗级’的演示。”至于这次“史诗级发布”究竟为何者，电动汽车分析师、特斯拉爆料人士 Sawyer Merritt 在评论区抛出了一个投票，预测第三代 Optimus 机器人、下一代 Roadster 跑车等产品将会是可选项。马斯克曾在上月透露，特斯拉的 Optimus 人形机器人将迎来重大改进。从财务角度来看，该产品可以说是特斯拉正在开发的、最具日常消费应用潜力和价值增长潜力的产品。Optimus 目前仍处于开发阶段，但特斯拉在过去几年中已取得了显著进展。该项目最初仅是一个简单概念，以一名身着紧身衣的人类形象首次亮相。然而，短短几年间，特斯拉已成功开发出多款人形机器人原型，并将其应用于公司内部的制造设施中。去年，马斯克曾在投资者电话会议上暗示 Roadster 超跑将被进一步推迟。马斯克并未更新特斯拉 Roadster 超跑的发布日期，只是强调特斯拉的重点仍然是那些对全球有更大影响的项目，跑车的研发虽然有趣，但必须排在优先事项之后。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452358166974976,"gmtCreate":1751462664543,"gmtModify":1751463086010,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570605047103152","idStr":"3570605047103152"},"themes":[],"htmlText":"扯淡","listText":"扯淡","text":"扯淡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452358166974976","repostId":"1115340299","repostType":4,"repost":{"id":"1115340299","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1751420666,"share":"https://www.laohu8.com/m/news/1115340299?lang=&edition=full","pubTime":"2025-07-02 09:44","market":"sg","language":"zh","title":"异动解读 | 金山软件盘中大跌5.01%，或受金山云人事变动及资金流出影响","url":"https://stock-news.laohu8.com/highlight/detail?id=1115340299","media":"异动解读","summary":"金山软件今日盘中大跌5.01%，引起市场关注。虽然没有直接针对金山软件的重大新闻，但其关联公司金山云的近期动向可能对其股价产生影响。截至当日收盘，港股通共持有金山云103678.03万股，占流通股24.72%。此外，金山云日前宣布重要人事变动。原金山云执行董事兼首席财务官何海建因个人原因已于6月30日辞任。这一高管的流失可能被市场解读为金山系公司面临人才流失的风险，从而对金山软件的股价造成压力。","content":"<p>金山软件（03888）今日盘中大跌5.01%，引起市场关注。虽然没有直接针对金山软件的重大新闻，但其关联公司金山云（03896）的近期动向可能对其股价产生影响。</p>\n\n<p>据报道，南向资金连续3日减持金山云股票。6月30日当天，南向资金减持金山云488.80万股。截至当日收盘，港股通共持有金山云103678.03万股，占流通股24.72%。这一持续的减持趋势可能引发投资者对金山系公司的担忧，进而影响金山软件的股价表现。</p>\n\n<p>此外，金山云日前宣布重要人事变动。原金山云执行董事兼首席财务官何海建因个人原因已于6月30日辞任。更值得注意的是，何海建随后加盟百度（09888），担任百度集团首席财务官。这一高管的流失可能被市场解读为金山系公司面临人才流失的风险，从而对金山软件的股价造成压力。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读 | 金山软件盘中大跌5.01%，或受金山云人事变动及资金流出影响</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; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读 | 金山软件盘中大跌5.01%，或受金山云人事变动及资金流出影响\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-07-02 09:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>金山软件（03888）今日盘中大跌5.01%，引起市场关注。虽然没有直接针对金山软件的重大新闻，但其关联公司金山云（03896）的近期动向可能对其股价产生影响。</p>\n\n<p>据报道，南向资金连续3日减持金山云股票。6月30日当天，南向资金减持金山云488.80万股。截至当日收盘，港股通共持有金山云103678.03万股，占流通股24.72%。这一持续的减持趋势可能引发投资者对金山系公司的担忧，进而影响金山软件的股价表现。</p>\n\n<p>此外，金山云日前宣布重要人事变动。原金山云执行董事兼首席财务官何海建因个人原因已于6月30日辞任。更值得注意的是，何海建随后加盟百度（09888），担任百度集团首席财务官。这一高管的流失可能被市场解读为金山系公司面临人才流失的风险，从而对金山软件的股价造成压力。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03888":"金山软件"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115340299","content_text":"金山软件（03888）今日盘中大跌5.01%，引起市场关注。虽然没有直接针对金山软件的重大新闻，但其关联公司金山云（03896）的近期动向可能对其股价产生影响。\n据报道，南向资金连续3日减持金山云股票。6月30日当天，南向资金减持金山云488.80万股。截至当日收盘，港股通共持有金山云103678.03万股，占流通股24.72%。这一持续的减持趋势可能引发投资者对金山系公司的担忧，进而影响金山软件的股价表现。\n此外，金山云日前宣布重要人事变动。原金山云执行董事兼首席财务官何海建因个人原因已于6月30日辞任。更值得注意的是，何海建随后加盟百度（09888），担任百度集团首席财务官。这一高管的流失可能被市场解读为金山系公司面临人才流失的风险，从而对金山软件的股价造成压力。","news_type":1,"symbols_score_info":{"03888":1}},"isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452181938290688,"gmtCreate":1751422227733,"gmtModify":1751422229420,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570605047103152","idStr":"3570605047103152"},"themes":[],"htmlText":"有什么理由涨的，又不是采购需求","listText":"有什么理由涨的，又不是采购需求","text":"有什么理由涨的，又不是采购需求","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452181938290688","repostId":"1105401284","repostType":2,"repost":{"id":"1105401284","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1751419365,"share":"https://www.laohu8.com/m/news/1105401284?lang=&edition=full","pubTime":"2025-07-02 09:22","market":"us","language":"zh","title":"异动解读 | 纳微半导体夜盘大涨5.58%，与PSMC达成GaN芯片生产协议","url":"https://stock-news.laohu8.com/highlight/detail?id=1105401284","media":"异动解读","summary":"纳微半导体（NVTS）股价在夜盘交易中大涨5.58%，引发市场关注。这一显著涨幅与公司最新公布的重要战略合作密切相关。\n\n据悉，纳微半导体于7月2日宣布，台积电（TSM）计划于2027年7月停产氮化镓（GaN）芯片，而公司已与力积电（PSMC）达成后续生产协议。这一举措确保了纳微半导体GaN产品的持续供应，有效保障了客户的长期需求。\n\n分析人士认为，这项战略合作对纳微半导体具有重要意义。在台积电退出GaN芯片生产后，与力积电的合作不仅保证了公司产品的稳定供应，还可能为纳微半导体带来更大的市场份额和增长机会。投资者对这一消息反应积极，推动了公司股价的大幅上涨。","content":"<p>纳微半导体（NVTS）股价在夜盘交易中大涨5.58%，引发市场关注。这一显著涨幅与公司最新公布的重要战略合作密切相关。</p>\n\n<p>据悉，纳微半导体于7月2日宣布，台积电（TSM）计划于2027年7月停产氮化镓（GaN）芯片，而公司已与力积电（PSMC）达成后续生产协议。这一举措确保了纳微半导体GaN产品的持续供应，有效保障了客户的长期需求。</p>\n\n<p>分析人士认为，这项战略合作对纳微半导体具有重要意义。在台积电退出GaN芯片生产后，与力积电的合作不仅保证了公司产品的稳定供应，还可能为纳微半导体带来更大的市场份额和增长机会。投资者对这一消息反应积极，推动了公司股价的大幅上涨。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读 | 纳微半导体夜盘大涨5.58%，与PSMC达成GaN芯片生产协议</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; 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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-07-02 09:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>纳微半导体（NVTS）股价在夜盘交易中大涨5.58%，引发市场关注。这一显著涨幅与公司最新公布的重要战略合作密切相关。</p>\n\n<p>据悉，纳微半导体于7月2日宣布，台积电（TSM）计划于2027年7月停产氮化镓（GaN）芯片，而公司已与力积电（PSMC）达成后续生产协议。这一举措确保了纳微半导体GaN产品的持续供应，有效保障了客户的长期需求。</p>\n\n<p>分析人士认为，这项战略合作对纳微半导体具有重要意义。在台积电退出GaN芯片生产后，与力积电的合作不仅保证了公司产品的稳定供应，还可能为纳微半导体带来更大的市场份额和增长机会。投资者对这一消息反应积极，推动了公司股价的大幅上涨。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVTS":"纳微半导体"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105401284","content_text":"纳微半导体（NVTS）股价在夜盘交易中大涨5.58%，引发市场关注。这一显著涨幅与公司最新公布的重要战略合作密切相关。\n据悉，纳微半导体于7月2日宣布，台积电（TSM）计划于2027年7月停产氮化镓（GaN）芯片，而公司已与力积电（PSMC）达成后续生产协议。这一举措确保了纳微半导体GaN产品的持续供应，有效保障了客户的长期需求。\n分析人士认为，这项战略合作对纳微半导体具有重要意义。在台积电退出GaN芯片生产后，与力积电的合作不仅保证了公司产品的稳定供应，还可能为纳微半导体带来更大的市场份额和增长机会。投资者对这一消息反应积极，推动了公司股价的大幅上涨。","news_type":1,"symbols_score_info":{"NVTS":1}},"isVote":1,"tweetType":1,"viewCount":611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450349907120744,"gmtCreate":1750977332010,"gmtModify":1750977333089,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570605047103152","idStr":"3570605047103152"},"themes":[],"htmlText":"<a 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随着circle上市后自身力量大增，与coin的分成比例应该会重新谈判，不会一直这样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450349907120744","isVote":1,"tweetType":1,"viewCount":850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449864672330464,"gmtCreate":1750856494987,"gmtModify":1750856496578,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570605047103152","idStr":"3570605047103152"},"themes":[],"htmlText":"中国是合二为一的","listText":"中国是合二为一的","text":"中国是合二为一的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449864672330464","repostId":"2546221442","repostType":2,"repost":{"id":"2546221442","kind":"live","pubTimestamp":1750849977,"share":"https://www.laohu8.com/m/news/2546221442?lang=&edition=full","pubTime":"2025-06-25 19:12","market":"fut","language":"zh","title":"财新：国泰君安国际获批的是VASP牌照，而非VATP牌照","url":"https://stock-news.laohu8.com/highlight/detail?id=2546221442","media":"金色财经","summary":"【财新：国泰君安国际获批的是VASP牌照，而非VATP牌照】金色财经报道，据财新网披露，国泰君安国际申请获批的是“虚拟资产服务提供者”（VASP）牌照，就是在原有的1类牌照基础上，升级增加了虚拟资产交","content":"<html><body><p>【财新：国泰君安国际获批的是VASP牌照，而非VATP牌照】金色财经报道，据财新网披露，国泰君安国际申请获批的是“虚拟资产服务提供者”（VASP）牌照，就是在原有的1类牌照基础上，升级增加了虚拟资产交易的范围，但这不是“虚拟资产交易平台”（VATP）牌照，这些VASP后面还需要对接VATP。加密行业资深人士指出，VASP是“虚拟资产服务提供者”，VATP是“虚拟资产交易平台”，两者有明显不同，前者直接参与虚拟资产的交易和托管，因此受到更严格的监管，特别是在安全措施、反洗钱和反恐怖主义融资合规以及投资者保护方面。</p></body></html>","source":"jinse_live","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>财新：国泰君安国际获批的是VASP牌照，而非VATP牌照</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财新：国泰君安国际获批的是VASP牌照，而非VATP牌照\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-25 19:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.caixin.com/2025-06-25/102334346.html><strong>金色财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【财新：国泰君安国际获批的是VASP牌照，而非VATP牌照】金色财经报道，据财新网披露，国泰君安国际申请获批的是“虚拟资产服务提供者”（VASP）牌照，就是在原有的1类牌照基础上，升级增加了虚拟资产交易的范围，但这不是“虚拟资产交易平台”（VATP）牌照，这些VASP后面还需要对接VATP。加密行业资深人士指出，VASP是“虚拟资产服务提供者”，VATP是“虚拟资产交易平台”，两者有明显不同，前者...</p>\n\n<a href=\"https://finance.caixin.com/2025-06-25/102334346.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1147":"投资银行业与经纪业","01788":"国泰君安国际"},"source_url":"https://finance.caixin.com/2025-06-25/102334346.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2546221442","content_text":"【财新：国泰君安国际获批的是VASP牌照，而非VATP牌照】金色财经报道，据财新网披露，国泰君安国际申请获批的是“虚拟资产服务提供者”（VASP）牌照，就是在原有的1类牌照基础上，升级增加了虚拟资产交易的范围，但这不是“虚拟资产交易平台”（VATP）牌照，这些VASP后面还需要对接VATP。加密行业资深人士指出，VASP是“虚拟资产服务提供者”，VATP是“虚拟资产交易平台”，两者有明显不同，前者直接参与虚拟资产的交易和托管，因此受到更严格的监管，特别是在安全措施、反洗钱和反恐怖主义融资合规以及投资者保护方面。","news_type":1,"symbols_score_info":{"01788":1}},"isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449514638111360,"gmtCreate":1750771418295,"gmtModify":1750771419146,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570605047103152","idStr":"3570605047103152"},"themes":[],"htmlText":"稳定币冲击国际清算银行的生存地位","listText":"稳定币冲击国际清算银行的生存地位","text":"稳定币冲击国际清算银行的生存地位","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449514638111360","repostId":"1156633487","repostType":2,"repost":{"id":"1156633487","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":1750769084,"share":"https://www.laohu8.com/m/news/1156633487?lang=&edition=full","pubTime":"2025-06-24 20:44","market":"us","language":"zh","title":"盘前异动 | Circle跌近8%，国际清算银行就稳定币风险发出警告","url":"https://stock-news.laohu8.com/highlight/detail?id=1156633487","media":"老虎资讯综合","summary":"本周二（6月24日）美股盘前时段， $Circle Internet Corp.(CRCL)$ 跌近8%，此前国际清算银行就稳定币风险发出警告。","content":"<html><head></head><body><p>本周二（6月24日）美股盘前时段， <a href=\"https://laohu8.com/S/CRCL\">Circle Internet Corp.</a> 跌近8%，截至发稿报242.95美元，跌幅7.76%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb647001f4f63bb61be3b156253b08ae\" title=\"\" tg-width=\"1260\" tg-height=\"1332\"/></p><p>消息面上，此前国际清算银行（BIS）就稳定币带来的风险发出严厉的警告，并敦促各国迅速实现本国货币代币化。</p><p>国际清算银行（BIS）通常被称为央行行长的中央银行（Central Bank），它概述了其担忧，包括稳定币可能破坏货币主权、透明度问题以及新兴经济体资本外逃的风险。</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>盘前异动 | Circle跌近8%，国际清算银行就稳定币风险发出警告</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{ 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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盘前异动 | Circle跌近8%，国际清算银行就稳定币风险发出警告\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-06-24 20:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>本周二（6月24日）美股盘前时段， <a href=\"https://laohu8.com/S/CRCL\">Circle Internet Corp.</a> 跌近8%，截至发稿报242.95美元，跌幅7.76%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb647001f4f63bb61be3b156253b08ae\" title=\"\" tg-width=\"1260\" tg-height=\"1332\"/></p><p>消息面上，此前国际清算银行（BIS）就稳定币带来的风险发出严厉的警告，并敦促各国迅速实现本国货币代币化。</p><p>国际清算银行（BIS）通常被称为央行行长的中央银行（Central Bank），它概述了其担忧，包括稳定币可能破坏货币主权、透明度问题以及新兴经济体资本外逃的风险。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/962be253ee7459c393769e9105cb1429","relate_stocks":{"CRCL":"Circle Internet Corp."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156633487","content_text":"本周二（6月24日）美股盘前时段， Circle Internet Corp. 跌近8%，截至发稿报242.95美元，跌幅7.76%：消息面上，此前国际清算银行（BIS）就稳定币带来的风险发出严厉的警告，并敦促各国迅速实现本国货币代币化。国际清算银行（BIS）通常被称为央行行长的中央银行（Central Bank），它概述了其担忧，包括稳定币可能破坏货币主权、透明度问题以及新兴经济体资本外逃的风险。","news_type":1,"symbols_score_info":{"CRCL":1.1}},"isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442849611903480,"gmtCreate":1749140162426,"gmtModify":1749140163750,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570605047103152","idStr":"3570605047103152"},"themes":[],"htmlText":"80","listText":"80","text":"80","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442849611903480","isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":479939347771904,"gmtCreate":1758196863145,"gmtModify":1758196865562,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"吃饱了撑的，人家本来就是忽悠的事情，不影响财报流水，穆迪跟风网红拉流量","listText":"吃饱了撑的，人家本来就是忽悠的事情，不影响财报流水，穆迪跟风网红拉流量","text":"吃饱了撑的，人家本来就是忽悠的事情，不影响财报流水，穆迪跟风网红拉流量","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479939347771904","repostId":"2568846475","repostType":2,"repost":{"id":"2568846475","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":1758191770,"share":"https://www.laohu8.com/m/news/2568846475?lang=&edition=full","pubTime":"2025-09-18 18:36","market":"us","language":"zh","title":"穆迪下调甲骨文评级至负面，称其3000亿美元大单存在风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2568846475","media":"华尔街见闻","summary":"穆迪主要担忧甲骨文过度依赖少数客户产生的对手风险。该机构预计，甲骨文的债务增速将超过EBITDA增速，杠杆率或升至4倍，自由现金流在较长时期内可能为负。目前，甲骨文的穆迪信用评级为Baa2，位于投资级低端。","content":"<html><head></head><body><blockquote><p>穆迪主要担忧甲骨文过度依赖少数客户产生的对手风险。该机构预计，甲骨文的债务增速将超过EBITDA增速，杠杆率或升至4倍，自由现金流在较长时期内可能为负。目前，甲骨文的穆迪信用评级为Baa2，位于投资级低端。</p></blockquote><p style=\"text-align: justify;\">穆迪评级机构对甲骨文公司近期签署的3000亿美元人工智能合同发出风险警告，重申该软件巨头的信用评级展望为负面，主要担忧集中在对手风险和债务负担加重等方面。</p><p style=\"text-align: justify;\">据见闻此前消息，OpenAI已与甲骨文签署了一份为期约五年、价值高达3000亿美元的算力采购合同，成为有史以来最大的云服务合约之一。甲骨文近期描述的新增收入中，大部分将来自这笔交易。</p><p style=\"text-align: justify;\">穆迪分析师周三在报告中指出，虽然这些合同凸显了甲骨文AI基础设施业务的&#34;巨大潜力&#34;，<strong>但也带来了显著的财务风险。分析师特别关注甲骨文过度依赖少数AI公司大额承诺的商业模式所产生的对手风险。</strong></p><p style=\"text-align: justify;\">该评级机构<strong>预计甲骨文的债务增长将超过EBITDA增速，杠杆率将达到4倍的高位，自由现金流可能在较长时期内保持负值。</strong>甲骨文目前的穆迪发行人评级为Baa2，处于投资级信用评级的较低端。</p><h2 id=\"id_746914526\">巨大合同背后的集中度风险</h2><p style=\"text-align: justify;\">穆迪分析师在周三的报告中强调，甲骨文面临的最主要风险来自其对少数大型AI客户的高度依赖。分析师将甲骨文的数据中心建设项目描述为&#34;实际上是世界上最大的项目融资之一&#34;。</p><blockquote><p style=\"text-align: justify;\"><strong>&#34;对手风险始终是任何类型项目融资的关键考量，特别是在高度依赖单一对手方收入的情况下。&#34;</strong></p></blockquote><p style=\"text-align: justify;\">穆迪预测甲骨文的财务状况将在短期内承压。分析师指出，<strong>公司债务增长速度将超过EBITDA增幅，导致杠杆率升至4倍的高位，这一水平将持续到EBITDA增长开始超越债务增速为止。</strong>这一预期反映了甲骨文为支持大规模AI基础设施建设所需的巨额资本支出。分析师在报告中写道：</p><blockquote><p style=\"text-align: justify;\">&#34;自由现金流很可能在达到盈亏平衡之前的较长时期内保持负值。&#34;</p></blockquote><p style=\"text-align: justify;\">穆迪此次风险提示呼应了其7月份的评级行动，当时该机构将甲骨文的信用评级展望从稳定下调至负面。尽管认识到AI合同带来的巨大商业潜力，穆迪仍未进一步采取评级行动。</p><p style=\"text-align: justify;\">甲骨文目前维持Baa2的穆迪发行人评级，该评级位于投资级信用评级的下端。评级机构的谨慎态度反映了对甲骨文激进扩张策略可能带来的财务风险的担忧。</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>穆迪下调甲骨文评级至负面，称其3000亿美元大单存在风险</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; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n穆迪下调甲骨文评级至负面，称其3000亿美元大单存在风险\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-18 18:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3755845><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>穆迪主要担忧甲骨文过度依赖少数客户产生的对手风险。该机构预计，甲骨文的债务增速将超过EBITDA增速，杠杆率或升至4倍，自由现金流在较长时期内可能为负。目前，甲骨文的穆迪信用评级为Baa2，位于投资级低端。穆迪评级机构对甲骨文公司近期签署的3000亿美元人工智能合同发出风险警告，重申该软件巨头的信用评级展望为负面，主要担忧集中在对手风险和债务负担加重等方面。据见闻此前消息，OpenAI已与甲骨文...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3755845\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c35c8a27605936ee42c5dc8842ec36a","relate_stocks":{"ORCL":"甲骨文"},"source_url":"https://wallstreetcn.com/articles/3755845","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2568846475","content_text":"穆迪主要担忧甲骨文过度依赖少数客户产生的对手风险。该机构预计，甲骨文的债务增速将超过EBITDA增速，杠杆率或升至4倍，自由现金流在较长时期内可能为负。目前，甲骨文的穆迪信用评级为Baa2，位于投资级低端。穆迪评级机构对甲骨文公司近期签署的3000亿美元人工智能合同发出风险警告，重申该软件巨头的信用评级展望为负面，主要担忧集中在对手风险和债务负担加重等方面。据见闻此前消息，OpenAI已与甲骨文签署了一份为期约五年、价值高达3000亿美元的算力采购合同，成为有史以来最大的云服务合约之一。甲骨文近期描述的新增收入中，大部分将来自这笔交易。穆迪分析师周三在报告中指出，虽然这些合同凸显了甲骨文AI基础设施业务的\"巨大潜力\"，但也带来了显著的财务风险。分析师特别关注甲骨文过度依赖少数AI公司大额承诺的商业模式所产生的对手风险。该评级机构预计甲骨文的债务增长将超过EBITDA增速，杠杆率将达到4倍的高位，自由现金流可能在较长时期内保持负值。甲骨文目前的穆迪发行人评级为Baa2，处于投资级信用评级的较低端。巨大合同背后的集中度风险穆迪分析师在周三的报告中强调，甲骨文面临的最主要风险来自其对少数大型AI客户的高度依赖。分析师将甲骨文的数据中心建设项目描述为\"实际上是世界上最大的项目融资之一\"。\"对手风险始终是任何类型项目融资的关键考量，特别是在高度依赖单一对手方收入的情况下。\"穆迪预测甲骨文的财务状况将在短期内承压。分析师指出，公司债务增长速度将超过EBITDA增幅，导致杠杆率升至4倍的高位，这一水平将持续到EBITDA增长开始超越债务增速为止。这一预期反映了甲骨文为支持大规模AI基础设施建设所需的巨额资本支出。分析师在报告中写道：\"自由现金流很可能在达到盈亏平衡之前的较长时期内保持负值。\"穆迪此次风险提示呼应了其7月份的评级行动，当时该机构将甲骨文的信用评级展望从稳定下调至负面。尽管认识到AI合同带来的巨大商业潜力，穆迪仍未进一步采取评级行动。甲骨文目前维持Baa2的穆迪发行人评级，该评级位于投资级信用评级的下端。评级机构的谨慎态度反映了对甲骨文激进扩张策略可能带来的财务风险的担忧。","news_type":1,"symbols_score_info":{"ORCL":1.5}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622102476,"gmtCreate":1675254971195,"gmtModify":1675256375890,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"年初也是你们说衰退的风险，把市场吓得屁滚尿流，现在又想这样做空赚钱，乱中获利，左右都是你们说的，脑子神经混乱","listText":"年初也是你们说衰退的风险，把市场吓得屁滚尿流，现在又想这样做空赚钱，乱中获利，左右都是你们说的，脑子神经混乱","text":"年初也是你们说衰退的风险，把市场吓得屁滚尿流，现在又想这样做空赚钱，乱中获利，左右都是你们说的，脑子神经混乱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":3,"repostSize":3,"link":"https://laohu8.com/post/622102476","repostId":"2308081283","repostType":4,"repost":{"id":"2308081283","kind":"highlight","pubTimestamp":1675246269,"share":"https://www.laohu8.com/m/news/2308081283?lang=&edition=full","pubTime":"2023-02-01 18:11","market":"us","language":"zh","title":"小摩：2023年市场最大风险是经济不衰退","url":"https://stock-news.laohu8.com/highlight/detail?id=2308081283","media":"智通财经网","summary":"小摩策略师Mike Bell表示，目前市场面临的最大威胁是，如果经济衰退没有成为现实，将迫使美联储继续保持鹰派立场，这将迫使美联储加息幅度超过预期以遏制通胀。如果美联储不能像市场预期的那样降息，股市和","content":"<html><head></head><body><p>小摩策略师Mike Bell表示，目前市场面临的最大威胁是，如果经济衰退没有成为现实，将迫使美联储继续保持鹰派立场，这将迫使美联储加息幅度超过预期以遏制通胀。如果美联储不能像市场预期的那样降息，股市和债市都会下跌。</p><p>自去年3月以来，美联储一直在积极加息，以遏制通胀。一系列经济数据表明，物价正在降温，但由于紧缩的货币政策导致经济放缓，市场正在为衰退做准备。</p><p>标普500指数和纳斯达克指数过去一个月分别上涨近6%和11%，因为华尔街预计美联储将扭转为应对经济低迷而采取的紧缩政策。但如果美国经济仍未衰退，工资增长保持在高位，那么美联储将不会像预期的那样降息，而是不得不在今年下半年恢复加息，加息幅度将高于华尔街目前的预期。</p><p>但Bell表示，小摩基本预测2023年将出现经济衰退，这将缓和工资压力，那么美联储将在2024年降息。“我最乐观的猜测是，美联储将在2024年底前将利率降至2.5%左右”。</p><p>美联储为期两天的政策会议将于本周三结束，预计加息幅度将是近一年来最小的一次。本次预计加息25个基点，今年晚些时候将再加息25个基点，市场普遍预计这将使美联储利率升至4.75%-5.00%。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" 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href=http://www.zhitongcaijing.com/content/detail/869739.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小摩策略师Mike Bell表示，目前市场面临的最大威胁是，如果经济衰退没有成为现实，将迫使美联储继续保持鹰派立场，这将迫使美联储加息幅度超过预期以遏制通胀。如果美联储不能像市场预期的那样降息，股市和债市都会下跌。自去年3月以来，美联储一直在积极加息，以遏制通胀。一系列经济数据表明，物价正在降温，但由于紧缩的货币政策导致经济放缓，市场正在为衰退做准备。标普500指数和纳斯达克指数过去一个月分别上涨...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/869739.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/11c9defb5a6364fafa902e502b1d3974","relate_stocks":{"LU1261432733.SGD":"Fidelity World A-ACC-SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0106831901.USD":"贝莱德世界金融基金A2","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) 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Bell表示，目前市场面临的最大威胁是，如果经济衰退没有成为现实，将迫使美联储继续保持鹰派立场，这将迫使美联储加息幅度超过预期以遏制通胀。如果美联储不能像市场预期的那样降息，股市和债市都会下跌。自去年3月以来，美联储一直在积极加息，以遏制通胀。一系列经济数据表明，物价正在降温，但由于紧缩的货币政策导致经济放缓，市场正在为衰退做准备。标普500指数和纳斯达克指数过去一个月分别上涨近6%和11%，因为华尔街预计美联储将扭转为应对经济低迷而采取的紧缩政策。但如果美国经济仍未衰退，工资增长保持在高位，那么美联储将不会像预期的那样降息，而是不得不在今年下半年恢复加息，加息幅度将高于华尔街目前的预期。但Bell表示，小摩基本预测2023年将出现经济衰退，这将缓和工资压力，那么美联储将在2024年降息。“我最乐观的猜测是，美联储将在2024年底前将利率降至2.5%左右”。美联储为期两天的政策会议将于本周三结束，预计加息幅度将是近一年来最小的一次。本次预计加息25个基点，今年晚些时候将再加息25个基点，市场普遍预计这将使美联储利率升至4.75%-5.00%。","news_type":1,"symbols_score_info":{"JPM":1}},"isVote":1,"tweetType":1,"viewCount":2897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358266394,"gmtCreate":1616700998018,"gmtModify":1616700998018,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/BB\">$黑莓(BB)$</a>此股已死","text":"$黑莓(BB)$此股已死","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385551791","isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313741413,"gmtCreate":1611754347232,"gmtModify":1703753122570,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"扯淡的造谣，为主力出货不惜没有底线，特斯拉没有理由看得上比亚迪","listText":"扯淡的造谣，为主力出货不惜没有底线，特斯拉没有理由看得上比亚迪","text":"扯淡的造谣，为主力出货不惜没有底线，特斯拉没有理由看得上比亚迪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/313741413","repostId":"2106528058","repostType":2,"repost":{"id":"2106528058","kind":"news","pubTimestamp":1611749100,"share":"https://www.laohu8.com/m/news/2106528058?lang=&edition=full","pubTime":"2021-01-27 20:05","market":"hk","language":"zh","title":"媒体曝特斯拉欲斥资2300亿元买入比亚迪20%股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2106528058","media":"cnBeta","summary":"媒体曝特斯拉欲斥资2300亿元买入比亚迪20%股份 来源：快科技今日，有媒体突然报道，美国特斯拉公司，寻求以360亿美元的资金，购入比亚迪20%的股份，支付方式为10%现金+10%特斯拉股权。当前，比亚迪已经是国内市值最高的车企，截止到今日收盘，其在A股的股价为257元，市值为7011亿元。与特斯拉不同的是，比亚迪的技术属性要更为浓厚一些。","content":"<html><body><p>原标题：媒体曝<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>欲斥资2300亿元买入<a href=\"https://laohu8.com/S/002594\">比亚迪</a>20%股份 来源：快科技</p><p>今日，有媒体突然报道，美国特斯拉公司，<font>寻求以360亿美元（约合人民币2327亿元）的资金，购入比亚迪20%的股份，支付方式为10%现金+10%特斯拉股权。</font>不过，当前的消息准确性正在核实。</p><div><img src=\"http://k.sinaimg.cn/n/spider2021127/433/w969h264/20210127/6280-kicwvzr0866546.png/w720fin.jpg\"/></div><p>作为中国市值最高的车企，比亚迪乘着新能源的东风，在资本市场上也是大放异彩，<font>随着比亚迪汉、刀片电池、全新插混DM平台等多个重磅产品、技术的发布，</font>比亚迪也受到了车迷、投资者更热烈的关注与欢迎。</p><p>从去年年初至今，比亚迪的市值已经暴涨了近300%，并且前景市场依旧被看好，大有在资本市场，复制特斯拉神话的势头。</p><p>当前，比亚迪已经是国内市值最高的车企，截止到今日收盘，<font>其在A股的股价为257元，市值为7011亿元。</font></p><p>与特斯拉不同的是，比亚迪的技术属性要更为浓厚一些。设计新能源汽车全产业链，比亚迪也都已通过自研方式贯通。</p><p><font>从电池、电机、三电系统、整车制造，比亚迪全部均有研发投入，目前也是国内为数不多的全产链自己制造的车企之一。</font></p><div><img src=\"http://k.sinaimg.cn/n/spider2021127/204/w600h404/20210127/cd22-kicwvzr0732113.png/w720fin.jpg\"/></div><p>此外，前段时间，比亚迪发布了最新的“超级混动DM-i技术”，并且秦Plus是搭载该技术的首款车型。</p><p>与此前的DM车型相比较，DM-i更注重燃油经济性，<font>此前众多媒体实测秦Plus的亏电油耗，百公里仅2.6L左右，成绩相当惊人，直接超越以丰田、本田为代表的的油电混动油耗。</font></p><p>可以说，“超级混动DM-技术”的到来，直接把比亚迪的动力水平，拉到了全球第一梯队的水平。</p><p>而这势必也会为比亚迪带来更大的发展想象空间，资本向来都是抢先市场一步行动，特斯拉注意到比亚迪的迅猛发展势头，二者本身关系就是亦敌亦友，并且都作为全球知名的新能源汽车品牌，一同联手与传统汽车“作战”，也不是没有可能。</p></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n媒体曝特斯拉欲斥资2300亿元买入比亚迪20%股份\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-27 20:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/norm_detail?url=https://finance.sina.com.cn/tech/2021-01-27/doc-ikftpnny2339246.shtml><strong>cnBeta</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：媒体曝特斯拉欲斥资2300亿元买入比亚迪20%股份 来源：快科技今日，有媒体突然报道，美国特斯拉公司，寻求以360亿美元（约合人民币2327亿元）的资金，购入比亚迪20%的股份，支付方式为10%现金+10%特斯拉股权。不过，当前的消息准确性正在核实。作为中国市值最高的车企，比亚迪乘着新能源的东风，在资本市场上也是大放异彩，随着比亚迪汉、刀片电池、全新插混DM平台等多个重磅产品、技术的发布，...</p>\n\n<a href=\"https://cj.sina.cn/article/norm_detail?url=https://finance.sina.com.cn/tech/2021-01-27/doc-ikftpnny2339246.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/70e102e507c2847f752c0a95880de78e","relate_stocks":{"TSLA":"特斯拉","01211":"比亚迪股份-一百","002594":"比亚迪"},"source_url":"https://cj.sina.cn/article/norm_detail?url=https://finance.sina.com.cn/tech/2021-01-27/doc-ikftpnny2339246.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2106528058","content_text":"原标题：媒体曝特斯拉欲斥资2300亿元买入比亚迪20%股份 来源：快科技今日，有媒体突然报道，美国特斯拉公司，寻求以360亿美元（约合人民币2327亿元）的资金，购入比亚迪20%的股份，支付方式为10%现金+10%特斯拉股权。不过，当前的消息准确性正在核实。作为中国市值最高的车企，比亚迪乘着新能源的东风，在资本市场上也是大放异彩，随着比亚迪汉、刀片电池、全新插混DM平台等多个重磅产品、技术的发布，比亚迪也受到了车迷、投资者更热烈的关注与欢迎。从去年年初至今，比亚迪的市值已经暴涨了近300%，并且前景市场依旧被看好，大有在资本市场，复制特斯拉神话的势头。当前，比亚迪已经是国内市值最高的车企，截止到今日收盘，其在A股的股价为257元，市值为7011亿元。与特斯拉不同的是，比亚迪的技术属性要更为浓厚一些。设计新能源汽车全产业链，比亚迪也都已通过自研方式贯通。从电池、电机、三电系统、整车制造，比亚迪全部均有研发投入，目前也是国内为数不多的全产链自己制造的车企之一。此外，前段时间，比亚迪发布了最新的“超级混动DM-i技术”，并且秦Plus是搭载该技术的首款车型。与此前的DM车型相比较，DM-i更注重燃油经济性，此前众多媒体实测秦Plus的亏电油耗，百公里仅2.6L左右，成绩相当惊人，直接超越以丰田、本田为代表的的油电混动油耗。可以说，“超级混动DM-技术”的到来，直接把比亚迪的动力水平，拉到了全球第一梯队的水平。而这势必也会为比亚迪带来更大的发展想象空间，资本向来都是抢先市场一步行动，特斯拉注意到比亚迪的迅猛发展势头，二者本身关系就是亦敌亦友，并且都作为全球知名的新能源汽车品牌，一同联手与传统汽车“作战”，也不是没有可能。","news_type":1,"symbols_score_info":{"002594":1,"01211":1,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":1171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397437730,"gmtCreate":1608306687920,"gmtModify":1703852426780,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570605047103152","authorIdStr":"3570605047103152"},"themes":[],"htmlText":"<a 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