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takahashi

takahashi

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IP属地：广东

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09-17

跑得过人家的核显不？

英伟达迎来对手：龙芯推出首款GPGPU，替代NVIDIA、AMD

09-11

不早就合作了么

人工智能药物开发商Absci(ABSI.US)盘初一度涨超21%最高触及2.89美元。消息面上Absci宣布与甲骨文和A

09-06

$美国超微公司(AMD)$ 你的人格呢，哪去了？

09-03

$Nauticus Robotics, Inc.(KITT)$ 这接吧美股玩个der

08-29

这是要继续打团子？

阿里巴巴：淘宝闪购在8月前三周带动淘宝app月活同比增长25%

08-27

姓东的早晚完蛋

外卖大战激烈，美团预计三季度核心本地商业业务将出现大幅亏损

07-30

$Nikola Corporation(NKLAQ)$ 假如特斯拉的卡车借壳该股单独分拆上市？！

07-10

太保守了

芯片制造行业复苏助推AMD估值，花旗上调目标价至145美元

06-13

$美国超微公司(AMD)$ 苏麻闭嘴

05-21

$Arbe Robotics Ltd.(ARBE)$ 营收4万一个季度，利息吗？

05-20

营收差这么多呢

Nebius Group N.V. - Class A Ordinary Shares Q1 Adj. EPS $(0.39) Beats $(33.62) Estimate, Sales $55.30M Miss $5.05B Estimate

05-15

起飞了马上

第四范式一季度营收10.77亿元，同比增长30.1%

05-09

$Wolfspeed Inc.(WOLF)$ 垃圾中的战斗机狼速

04-25

意思是支持炒币？

特朗普：“绝对”会签署法案禁止国会议员炒股

04-25

Sqqq走起来

市场消息：特朗普表示将针对不同国家设定公平的关税

04-12

已经豁免开香槟

苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？

04-12

已经豁免了

美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”

04-01

$NEBIUS(NBIS)$ $NEBIUS(NBIS)$ 泥妹空军是没吃饭吗？用力砸呀

02-26

$美国超微公司(AMD)$ cnbglbamd

去老虎APP查看更多动态

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14:30","market":"us","language":"zh","title":"英伟达迎来对手：龙芯推出首款GPGPU，替代NVIDIA、AMD","url":"https://stock-news.laohu8.com/highlight/detail?id=2568681644","media":"Ofweek光电信息网","summary":"目前在整个GPU市场，是三家厂商的天下，分别是intel、AMD、NVIDIA。目前随着AI大发展，GPGPU更为火爆，不过这一块，则是NVIDIA的天下，没有谁是它的对手，NVIDIA拿下了全球90%以上的市场份额。但因为英伟达是美国企业，同时又不能将先进的GPGPU卖给中国市场，所以中国企业一直在努力突破，想要替代NVIDIA，实现自给，避免补卡脖子。","content":"<html><body><article><p>目前在整个GPU市场，是三家厂商的天下，分别是intel、<a href=\"https://laohu8.com/S/AMD\">AMD</a>、NVIDIA。</p><p>集成显卡是intel的天下，因为intel的CPU中，大多集成了GPU，intel的市场份额高，自然集成显卡份额也非常高。</p><p>而独立GPU则是AMD、NVIDIA的天下，这个已经不用多说了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250917144136639d201koxvx4qtwec\"/><p>而事实上，目前整个GPU市场，其实是有GPU、GPGPU两种的。</p><p>GPU主要指显卡，用于个人电脑、工作站，游戏机，手机等上面，负责的是图像运算工作，界面有显示的地方，就离不开GPU。</p><p>而GPGPU则不太一样，它并非专注于图形计算任务，还可以用于AI、机器学习、推理等方面，属于通用计算芯片了，功能更为强大。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250917144139217d201a962d9sm1e2\"/><p>目前随着AI大发展，GPGPU更为火爆，不过这一块，则是NVIDIA的天下，没有谁是它的对手，NVIDIA拿下了全球90%以上的市场份额。</p><p>但因为<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>是美国企业，同时又不能将先进的GPGPU卖给中国市场，所以中国企业一直在努力突破，想要替代NVIDIA，实现自给，避免补卡脖子。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202509/17132927895769.jpg\"/><p>而近日，国内CPU巨头表态称，将推出首款GPGPU芯片，这家巨头就是龙芯，其首款GPGPU芯片型号是9A1000，龙芯官方表示，其研发基本完成，三季度内会交付流片。</p><p>这款9A1000，主要定位于入门级市场及AI推理加速领域，按照龙芯的说法，性能目标直指AMD的RX 550显卡，也相当于NVIDIA的GTX 650 Ti Boost。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250917144203771d2017lfwa2pvr65\"/><p>龙芯为何要研发GPU芯片，这个就太简单了，作为一家CPU厂商，有自己的GPU才是正常的，因为CPU中，可以直接集成GPU，那么用户直接买了CPU集成GPU后，就可以不再单独买GPU了，节省成本，同时也省事的多。</p><p>同时对于龙芯而言，GPGPU可以完成的事情，不只是普通的GPU这么简单，还可以用于推理、AI等领域，那更是当前最大的热门领域了。</p><p>希望龙芯的GPGPU早点推出来，那么不管是英伟达，还是AMD，在中国市场则又将迎来一位劲敌了，同时有了自己的GPU，龙芯的CPU也会更有竞争力了。</p></article></body></html>","source":"tencent","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\">\n英伟达迎来对手：龙芯推出首款GPGPU，替代NVIDIA、AMD\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-17 14:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250917150152a4cb0f80&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>目前在整个GPU市场，是三家厂商的天下，分别是intel、AMD、NVIDIA。集成显卡是intel的天下，因为intel的CPU中，大多集成了GPU，intel的市场份额高，自然集成显卡份额也非常高。而独立GPU则是AMD、NVIDIA的天下，这个已经不用多说了。而事实上，目前整个GPU市场，其实是有GPU、GPGPU两种的。GPU主要指显卡，用于个人电脑、工作站，游戏机，手机等上面，负责的是...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250917150152a4cb0f80&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","NVDD":"Direxion Daily NVDA Bear 1X Shares","BK4532":"文艺复兴科技持仓","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","2NVD.UK":"2X NVIDIA ETP","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161631":"人工智能","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4529":"IDC概念","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4528":"SaaS概念","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) 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这接吧美股玩个der","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474306504065272","isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472812567138440,"gmtCreate":1756464859429,"gmtModify":1756464861584,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"这是要继续打团子？","listText":"这是要继续打团子？","text":"这是要继续打团子？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472812567138440","repostId":"2563553041","repostType":2,"repost":{"id":"2563553041","kind":"news","pubTimestamp":1756463030,"share":"https://www.laohu8.com/m/news/2563553041?lang=&edition=full","pubTime":"2025-08-29 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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>阿里巴巴：淘宝闪购在8月前三周带动淘宝app月活同比增长25%</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阿里巴巴：淘宝闪购在8月前三周带动淘宝app月活同比增长25%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-29 18:23 北京时间&nbsp;&nbsp;&nbsp;<a href=https://hk.jrj.com.cn/2025/08/29182352811527.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>阿里巴巴公告，于4月底在淘宝app上推出“淘宝闪购”服务，以满足消费者对餐饮、日用品、电子产品和服装等多个品类商品的实时配送需求。该举措也强化了淘宝app在中国电商行业的领先地位。在实时零售的大幅投入，旨在建立实时零售的消费者心智和扩大业务规模，在8月前三周带动淘宝app的月度活跃消费者同比增长25%。作为实时零售战略的一部分，阿里巴巴扩大了非餐商品的供给和相应的前置仓覆盖。\n\n\r\n       ...</p>\n\n<a href=\"https://hk.jrj.com.cn/2025/08/29182352811527.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU0791590937.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","BABA":"阿里巴巴","LU0084288322.USD":"Natixis Asia Equity RD USD","LU1568876335.HKD":"ALLIANZ CHINA MULTI INCOME 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ACC","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","BK4579":"人工智能","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","LU1439103000.SGD":"Fidelity Greater China Multi Asset Growth & Income A-MINCOME(G)-SGD","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0608807433.USD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" (USD) ACC","BK1618":"Manus概念股","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","LU0261950983.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" ACC","09988":"阿里巴巴-W","HBBD.SI":"Alibaba HK SDR 5to1","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","BK1575":"同股不同权","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD"},"source_url":"https://hk.jrj.com.cn/2025/08/29182352811527.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2563553041","content_text":"阿里巴巴公告，于4月底在淘宝app上推出“淘宝闪购”服务，以满足消费者对餐饮、日用品、电子产品和服装等多个品类商品的实时配送需求。该举措也强化了淘宝app在中国电商行业的领先地位。在实时零售的大幅投入，旨在建立实时零售的消费者心智和扩大业务规模，在8月前三周带动淘宝app的月度活跃消费者同比增长25%。作为实时零售战略的一部分，阿里巴巴扩大了非餐商品的供给和相应的前置仓覆盖。\n\n\r\n            责任编辑：钟离","news_type":1,"symbols_score_info":{"89988":0.6,"09988":1,"BABA":1,"ALBmain":0.6,"HBBD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472136286978128,"gmtCreate":1756299710562,"gmtModify":1756299712257,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"姓东的早晚完蛋","listText":"姓东的早晚完蛋","text":"姓东的早晚完蛋","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/472136286978128","repostId":"1118709809","repostType":2,"repost":{"id":"1118709809","kind":"news","pubTimestamp":1756297452,"share":"https://www.laohu8.com/m/news/1118709809?lang=&edition=full","pubTime":"2025-08-27 20:24","market":"hk","language":"zh","title":"外卖大战激烈，美团预计三季度核心本地商业业务将出现大幅亏损","url":"https://stock-news.laohu8.com/highlight/detail?id=1118709809","media":"IT之家","summary":"美团将加大投入应对竞争。","content":"<html><head></head><body><p>周三， <a href=\"https://laohu8.com/S/MPNGY\">美团ADR</a> 盘初大跌超14%。美团今日发布 2025 年第二季度财报，核心本地商业分部收入同比增长 7.7% 至人民币 653 亿元。受二季度开始的非理性竞争影响，经营溢利同比下降 75.6% 至人民币 37 亿元，经营利润率同比下降 19.4 个百分点至 5.7%。</p><p style=\"text-align: justify;\">在财报发布后的电话会议中，<strong>美团高管预计第三季度核心本地商业业务将出现大幅亏损。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eedc343bbfb8d98505fd95e55a1633b2\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">美团管理层表示，目前其他平台的补贴水平仍保持历史高位，美团将加大投入应对竞争，同时加大对行业生态的投入。美团将在保持外卖规模优势的基础上增加补贴，来确保价格竞争力和稳定的履约体验，预计核心本地商业三季度会出现较大规模的亏损，美团会根据竞争态势和策略动态调整投入规模；并认为，当行业补贴逐步回归理性水平，外卖也会回归合理的利润水平。</p><p style=\"text-align: justify;\">美团高级副总裁兼首席财务官陈少晖在电话会上说：“我们预计短期内竞争将持续存在，并且会对我们的财务结果产生负面影响，尽管如此，我想强调的是，我们的核心本地商业业务的韧性已经在多个周期中得到了证明。每一个挑战最终都将增强我们的竞争地位，提升我们的执行力，并推动运营卓越。超越短期波动，我们对我们能够长期保持健康、高质量增长充满信心。”</p><p>在<a href=\"https://laohu8.com/S/MPNGY\" title=\"美团\" class=\"\">美团</a>财报电话会上，<a href=\"https://laohu8.com/S/03690\" title=\"美团\" class=\"\">美团</a>CEO王兴表示，“首先明确，我们坚决反对内卷。”当前外卖市场竞争持续加剧，美团将继续捍卫市场地位。“美团是在竞争中成长起来的，我们在持续的竞争中实现了今天的领先地位。”</p><p style=\"text-align: start;\">王兴表示，美团不是第一次面对这种激烈的竞争，在过去多年的发展中，美团在竞争中不断壮大、巩固领先地位。无论过去还是现在，美团始终专注于做正确的事，即，保证优质供给、稳定履约、合理价格，为用户创造良好的体验。</p><p style=\"text-align: start;\">无论市场如何变化，无论竞争如何激烈，美团坚持做正确的事这一点不会变。“没有什么花哨的，回归本质，确保快速可靠地履约、确保经济实惠的价格。”同时，王兴表示，美团将长期专注于生态建设，让消费者、商户和骑手都从中受益。</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 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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外卖大战激烈，美团预计三季度核心本地商业业务将出现大幅亏损\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-27 20:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ithome.com/0/878/478.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周三， 美团ADR 盘初大跌超14%。美团今日发布 2025 年第二季度财报，核心本地商业分部收入同比增长 7.7% 至人民币 653 亿元。受二季度开始的非理性竞争影响，经营溢利同比下降 75.6% 至人民币 37 亿元，经营利润率同比下降 19.4 个百分点至 5.7%。在财报发布后的电话会议中，美团高管预计第三季度核心本地商业业务将出现大幅亏损。美团管理层表示，目前其他平台的补贴水平仍保持...</p>\n\n<a href=\"https://www.ithome.com/0/878/478.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/c972a78fbe34096796ada872b683e450","relate_stocks":{"03690":"美团-W","MPNGY":"美团ADR"},"source_url":"https://www.ithome.com/0/878/478.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118709809","content_text":"周三， 美团ADR 盘初大跌超14%。美团今日发布 2025 年第二季度财报，核心本地商业分部收入同比增长 7.7% 至人民币 653 亿元。受二季度开始的非理性竞争影响，经营溢利同比下降 75.6% 至人民币 37 亿元，经营利润率同比下降 19.4 个百分点至 5.7%。在财报发布后的电话会议中，美团高管预计第三季度核心本地商业业务将出现大幅亏损。美团管理层表示，目前其他平台的补贴水平仍保持历史高位，美团将加大投入应对竞争，同时加大对行业生态的投入。美团将在保持外卖规模优势的基础上增加补贴，来确保价格竞争力和稳定的履约体验，预计核心本地商业三季度会出现较大规模的亏损，美团会根据竞争态势和策略动态调整投入规模；并认为，当行业补贴逐步回归理性水平，外卖也会回归合理的利润水平。美团高级副总裁兼首席财务官陈少晖在电话会上说：“我们预计短期内竞争将持续存在，并且会对我们的财务结果产生负面影响，尽管如此，我想强调的是，我们的核心本地商业业务的韧性已经在多个周期中得到了证明。每一个挑战最终都将增强我们的竞争地位，提升我们的执行力，并推动运营卓越。超越短期波动，我们对我们能够长期保持健康、高质量增长充满信心。”在美团财报电话会上，美团CEO王兴表示，“首先明确，我们坚决反对内卷。”当前外卖市场竞争持续加剧，美团将继续捍卫市场地位。“美团是在竞争中成长起来的，我们在持续的竞争中实现了今天的领先地位。”王兴表示，美团不是第一次面对这种激烈的竞争，在过去多年的发展中，美团在竞争中不断壮大、巩固领先地位。无论过去还是现在，美团始终专注于做正确的事，即，保证优质供给、稳定履约、合理价格，为用户创造良好的体验。无论市场如何变化，无论竞争如何激烈，美团坚持做正确的事这一点不会变。“没有什么花哨的，回归本质，确保快速可靠地履约、确保经济实惠的价格。”同时，王兴表示，美团将长期专注于生态建设，让消费者、商户和骑手都从中受益。","news_type":1,"symbols_score_info":{"03690":1.1,"MPNGY":1.1}},"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3545472704722252","authorId":"3545472704722252","name":"聪明的Alita","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3545472704722252","authorIdStr":"3545472704722252"},"content":"东已经基本退出了，现在是淘宝","text":"东已经基本退出了，现在是淘宝","html":"东已经基本退出了，现在是淘宝"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462000288686432,"gmtCreate":1753811749710,"gmtModify":1753811750973,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"<a 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假如特斯拉的卡车借壳该股单独分拆上市？！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462000288686432","isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455160852668696,"gmtCreate":1752160010975,"gmtModify":1752160012663,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"太保守了","listText":"太保守了","text":"太保守了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455160852668696","repostId":"2550984613","repostType":2,"repost":{"id":"2550984613","kind":"news","pubTimestamp":1752130680,"share":"https://www.laohu8.com/m/news/2550984613?lang=&edition=full","pubTime":"2025-07-10 14:58","market":"us","language":"zh","title":"芯片制造行业复苏助推AMD估值，花旗上调目标价至145美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2550984613","media":"智通财经","summary":"智通财经APP获悉，在花旗集团分析师Christopher Danely上调目标价后，AMD股价在周二盘前交易中上涨约2%。Danely将AMD的目标价从120美元上调至145美元，同时维持“中性”评级。市场普遍预计AMD将于8月5日公布第二季度财报，分析师预期其每股收益为0.49美元，营收为74.1亿美元。Danely表示，目前终端市场需求依然强劲，许多企业正在补充库存，这一趋势有望推动AMD的业务增长。随着芯片行业复苏势头延续，若AMD后续业绩持续超预期，或将赢得更多分析师的积极评价。","content":"<html><head></head><body><p>7月10日，在花旗集团分析师Christopher Danely上调目标价后，AMD(AMD.US)股价在周二盘前交易中上涨约2%。Danely将AMD的目标价从120美元上调至145美元，同时维持“中性”评级。他指出，行业整体环境的改善有望在未来几个季度为芯片制造商提供有力支撑。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35065cb8d209ed16a2630ba7d1d11421\" tg-width=\"560\" tg-height=\"240\"/></p><p>市场普遍预计AMD将于8月5日公布第二季度财报，分析师预期其每股收益为0.49美元，营收为74.1亿美元。若实际业绩超出预期，可能进一步提振市场对该股的看涨情绪。</p><p>Danely表示，目前终端市场需求依然强劲，许多企业正在补充库存，这一趋势有望推动AMD的业务增长。他强调，此次上调预期反映的是半导体订单的逐步回暖，而非突然反转。</p><p>在经历长期低迷后，芯片制造行业已逐步企稳。与此同时，AMD在数据中心和PC芯片领域的持续布局，也为其未来发展增添了吸引力。随着芯片行业复苏势头延续，若AMD后续业绩持续超预期，或将赢得更多分析师的积极评价。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>芯片制造行业复苏助推AMD估值，花旗上调目标价至145美元</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1316136.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/a593d85be38c3aa543ab3056553101ff","relate_stocks":{"AMD":"美国超微公司"},"source_url":"http://www.zhitongcaijing.com/content/detail/1316136.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2550984613","content_text":"7月10日，在花旗集团分析师Christopher Danely上调目标价后，AMD(AMD.US)股价在周二盘前交易中上涨约2%。Danely将AMD的目标价从120美元上调至145美元，同时维持“中性”评级。他指出，行业整体环境的改善有望在未来几个季度为芯片制造商提供有力支撑。市场普遍预计AMD将于8月5日公布第二季度财报，分析师预期其每股收益为0.49美元，营收为74.1亿美元。若实际业绩超出预期，可能进一步提振市场对该股的看涨情绪。Danely表示，目前终端市场需求依然强劲，许多企业正在补充库存，这一趋势有望推动AMD的业务增长。他强调，此次上调预期反映的是半导体订单的逐步回暖，而非突然反转。在经历长期低迷后，芯片制造行业已逐步企稳。与此同时，AMD在数据中心和PC芯片领域的持续布局，也为其未来发展增添了吸引力。随着芯片行业复苏势头延续，若AMD后续业绩持续超预期，或将赢得更多分析师的积极评价。","news_type":1,"symbols_score_info":{"AMD":1}},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445361866924368,"gmtCreate":1749752470783,"gmtModify":1749752471964,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 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营收4万一个季度，利息吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/437251747300128","isVote":1,"tweetType":1,"viewCount":1167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437180112126424,"gmtCreate":1747745874685,"gmtModify":1747745876564,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"营收差这么多呢","listText":"营收差这么多呢","text":"营收差这么多呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437180112126424","repostId":"2536610863","repostType":2,"repost":{"id":"2536610863","kind":"highlight","weMediaInfo":{"introduction":"Stock 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EPS $(0.39) Beats $(33.62) Estimate, Sales $55.30M Miss $5.05B Estimate</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\">\nNebius Group N.V. - Class A Ordinary Shares Q1 Adj. EPS $(0.39) Beats $(33.62) Estimate, Sales $55.30M Miss $5.05B Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2025-05-20 20:48</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Nebius Group N.V. - Class A Ordinary Shares Q1 Adj. EPS $(0.39) Beats $(33.62) Estimate, Sales $55.30M Miss $5.05B Estimate</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NBIS":"NEBIUS"},"source_url":"https://www.benzinga.com/news/earnings/25/05/45516642/nebius-group-n-v-class-a-ordinary-shares-q1-adj-eps-0-39-beats-33-62-estimate-sales-55-30m-miss-5-0","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2536610863","content_text":"Nebius Group N.V. - Class A Ordinary Shares Q1 Adj. EPS $(0.39) Beats $(33.62) Estimate, Sales $55.30M Miss $5.05B Estimate","news_type":1,"symbols_score_info":{"NBIS":1}},"isVote":1,"tweetType":1,"viewCount":655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435389274260288,"gmtCreate":1747305533924,"gmtModify":1747305535609,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"起飞了马上","listText":"起飞了马上","text":"起飞了马上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435389274260288","repostId":"1110299946","repostType":4,"repost":{"id":"1110299946","kind":"news","pubTimestamp":1747304752,"share":"https://www.laohu8.com/m/news/1110299946?lang=&edition=full","pubTime":"2025-05-15 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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第四范式一季度营收10.77亿元，同比增长30.1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-15 18:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/it/2025-05-15/doc-inewruvw0027420.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>第四范式发布2025财年第一季度（截至2025年3月31日）核心业务进展报告。报告显示，第一季度，公司总收入10.77亿元，同比增长30.1% ；毛利润4.44亿元，同比增长30.1%，毛利率为41.2%。作为第四范式所有业务的内核，一季度先知AI平台实现营收人民币8.05亿元，同比增长60.5%。期间，第四范式先知平台迎来新升级，基于原有AI模型开发工具链，进一步推出AI Agent全流程开发...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/it/2025-05-15/doc-inewruvw0027420.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/77b5e79c422a858b288c50f20e402cd4","relate_stocks":{"06682":"第四范式"},"source_url":"https://finance.sina.com.cn/tech/it/2025-05-15/doc-inewruvw0027420.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110299946","content_text":"第四范式发布2025财年第一季度（截至2025年3月31日）核心业务进展报告。报告显示，第一季度，公司总收入10.77亿元，同比增长30.1% ；毛利润4.44亿元，同比增长30.1%，毛利率为41.2%。作为第四范式所有业务的内核，一季度先知AI平台实现营收人民币8.05亿元，同比增长60.5%。期间，第四范式先知平台迎来新升级，基于原有AI模型开发工具链，进一步推出AI Agent全流程开发平台。企业客户可通过先知平台上内置的大模型应用平台Model Hub，轻松集成150+主流大模型，并利用内置的数十个Agent智能体框架，构建完整LLM Ops体系，覆盖AI Agent开发全生命周期。目前，第四范式企业级Agent已在金融、航空、汽车、医疗、能源、零售、港口、水利、教育等超过14个行业的企业客户落地。通过用AI Agent改造企业软件的方式，第四范式横向切入企业高频软件产品，联合业内其他优秀的企业软件公司，联合发布面向OA流程的“协同运营AI Agent”、面向财税系统的“财税赋能Agent”、面向人力系统的“HR Agent”及面向销售的“销售经理助理Agent”等。期内，SHIFT 智能解决方案业务收入人民币2.12亿元， 占公司总收入比例19.7 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垃圾中的战斗机狼速","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/433221473043056","isVote":1,"tweetType":1,"viewCount":1920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":428276631880320,"gmtCreate":1745590006902,"gmtModify":1745590008744,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"意思是支持炒币？","listText":"意思是支持炒币？","text":"意思是支持炒币？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428276631880320","repostId":"1177064926","repostType":2,"repost":{"id":"1177064926","kind":"news","pubTimestamp":1745589562,"share":"https://www.laohu8.com/m/news/1177064926?lang=&edition=full","pubTime":"2025-04-25 21:59","market":"us","language":"zh","title":"特朗普：“绝对”会签署法案禁止国会议员炒股","url":"https://stock-news.laohu8.com/highlight/detail?id=1177064926","media":"新浪美股","summary":"他担心议员们可能利用内幕信息获得优势。","content":"<html><head></head><body><p>　　美国总统唐纳德·特朗普表示，他“绝对”会签署一项禁止国会议员交易股票的法案，称他担心议员们可能利用内幕信息获得优势。</p><p style=\"text-align: start;\">　　“我对此没有意见，”特朗普说。“如果他们把法案送交给我，我会签署。”</p><p style=\"text-align: start;\">　　长期以来，美国两党一直支持立法限制国会议员买卖股票，因为他们能够接触到机密情报和有关立法进程的内部信息，使他们在市场上比其他人更具优势。2020年，一群两党参议员因在召开有关新冠疫情的闭门通报会后交易医疗保健股票而遭到批评。</p><p style=\"text-align: start;\">　　特朗普特别批评了前众议院议长南希·佩洛西，她在担任众议院议长期间一直反对立法禁止国会议员及其家属进行股票交易。佩洛西的丈夫保罗·佩洛西在旧金山地区通过房地产和风险投资积累了财富，批评者常常提到这对夫妇通过股票交易取得丰厚回报的案例。</p><p><br/></p></body></html>","source":"xlmg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特朗普：“绝对”会签署法案禁止国会议员炒股</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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.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特朗普：“绝对”会签署法案禁止国会议员炒股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-25 21:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2025-04-25/doc-ineukxcr1840942.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国总统唐纳德·特朗普表示，他“绝对”会签署一项禁止国会议员交易股票的法案，称他担心议员们可能利用内幕信息获得优势。　　“我对此没有意见，”特朗普说。“如果他们把法案送交给我，我会签署。”　　长期以来，美国两党一直支持立法限制国会议员买卖股票，因为他们能够接触到机密情报和有关立法进程的内部信息，使他们在市场上比其他人更具优势。2020年，一群两党参议员因在召开有关新冠疫情的闭门通报会后交易医疗保健...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-04-25/doc-ineukxcr1840942.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/57ad66c83796c50731ef69a802b644e7","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-04-25/doc-ineukxcr1840942.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177064926","content_text":"美国总统唐纳德·特朗普表示，他“绝对”会签署一项禁止国会议员交易股票的法案，称他担心议员们可能利用内幕信息获得优势。　　“我对此没有意见，”特朗普说。“如果他们把法案送交给我，我会签署。”　　长期以来，美国两党一直支持立法限制国会议员买卖股票，因为他们能够接触到机密情报和有关立法进程的内部信息，使他们在市场上比其他人更具优势。2020年，一群两党参议员因在召开有关新冠疫情的闭门通报会后交易医疗保健股票而遭到批评。　　特朗普特别批评了前众议院议长南希·佩洛西，她在担任众议院议长期间一直反对立法禁止国会议员及其家属进行股票交易。佩洛西的丈夫保罗·佩洛西在旧金山地区通过房地产和风险投资积累了财富，批评者常常提到这对夫妇通过股票交易取得丰厚回报的案例。","news_type":1,"symbols_score_info":{".DJI":1.1,".IXIC":1.1,".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":428234494952304,"gmtCreate":1745580120575,"gmtModify":1745580122421,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"Sqqq走起来","listText":"Sqqq走起来","text":"Sqqq走起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428234494952304","repostId":"1132099235","repostType":4,"repost":{"id":"1132099235","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":1745577271,"share":"https://www.laohu8.com/m/news/1132099235?lang=&edition=full","pubTime":"2025-04-25 18:34","market":"us","language":"zh","title":"市场消息：特朗普表示将针对不同国家设定公平的关税","url":"https://stock-news.laohu8.com/highlight/detail?id=1132099235","media":"老虎资讯综合","summary":"美股三大股指期货全线转跌！市场消息：特朗普表示将针对不同国家设定公平的关税。","content":"<html><head></head><body><p>4月25日，美股三大股指期货全线转跌，道指期货跌0.3%，纳斯达克100指数期货跌0.16%，标普500指数期货跌0.07%；市场消息：特朗普表示将针对不同国家设定公平的关税，暂停执行关税90天不是因为债券市场。此外特朗普暗示支持禁止美国国会议员交易股票。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eaeedbd607b1c69ab0f9278f3f4dbbce\" title=\"\" tg-width=\"409\" tg-height=\"199\"/></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>市场消息：特朗普表示将针对不同国家设定公平的关税</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市场消息：特朗普表示将针对不同国家设定公平的关税\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\">2025-04-25 18:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月25日，美股三大股指期货全线转跌，道指期货跌0.3%，纳斯达克100指数期货跌0.16%，标普500指数期货跌0.07%；市场消息：特朗普表示将针对不同国家设定公平的关税，暂停执行关税90天不是因为债券市场。此外特朗普暗示支持禁止美国国会议员交易股票。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eaeedbd607b1c69ab0f9278f3f4dbbce\" title=\"\" tg-width=\"409\" tg-height=\"199\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/28fe255674418213441e3f723107345d","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132099235","content_text":"4月25日，美股三大股指期货全线转跌，道指期货跌0.3%，纳斯达克100指数期货跌0.16%，标普500指数期货跌0.07%；市场消息：特朗普表示将针对不同国家设定公平的关税，暂停执行关税90天不是因为债券市场。此外特朗普暗示支持禁止美国国会议员交易股票。","news_type":1,"symbols_score_info":{"ESmain":1.1,"NQmain":1.1,"YMmain":1.1}},"isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423708789985648,"gmtCreate":1744463579828,"gmtModify":1744463581685,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"已经豁免 开香槟","listText":"已经豁免 开香槟","text":"已经豁免 开香槟","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423708789985648","repostId":"2526605266","repostType":4,"repost":{"id":"2526605266","kind":"news","pubTimestamp":1744450470,"share":"https://www.laohu8.com/m/news/2526605266?lang=&edition=full","pubTime":"2025-04-12 17:34","market":"hk","language":"zh","title":"苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2526605266","media":"华尔街见闻","summary":"“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。","content":"<html><head></head><body><blockquote><p>“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。</p></blockquote><p>关税豁免预期升温，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>股价反弹。</p><p>特朗普关税大棒落地后，苹果股价经历了一波暴跌，但在过去两天，意外出现了剧烈反弹。<strong>苹果股价自4月9日以来飙升了15%，市值增加4000多亿美元，本周五股价单日上涨4.1%，收于198.15美元。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b0c723c5eb7d81355b7369ebb2ca978\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>这一反弹源自华尔街分析师和投资者越来越相信苹果将获得关税豁免，这一预期已成为支撑股价的关键因素。</strong></p><p>CFRA Research分析师Angelo Zino表示，苹果获得豁免的可能性已经显著增加：</p><blockquote><p>“按目前情况，<strong>关税影响对苹果来说尤为严重，潜在增加其销售成本约500亿美元。</strong>”</p><p>“我们预计苹果会推迟将任何关税成本转嫁给消费者，直到秋季产品周期，同时如果贸易协议短期内无法实现，我们将苹果获得特殊豁免的概率从20%提高到50%。”</p></blockquote><p>Mizuho Securities交易台分析师Jordan Klein的观点更为乐观，他表示与之交谈的投资者都坚信特朗普将向苹果提供豁免：</p><blockquote><p>“90%的投资者似乎相信苹果将获得关税豁免，毕竟该公司在2018年特朗普执政期间就获得过一次豁免。”</p></blockquote><h2 id=\"id_1896526236\">美国就业与政治考量支撑豁免可能</h2><p>在当前地缘政治紧张局势下，苹果独特的地位可能成为其获得特殊待遇的关键。</p><p>分析师们指出，<strong>特朗普不会希望伤害像苹果这样的美国标志性企业，</strong>特别是在该公司承诺未来四年在美国制造业和其他国内投资上支出超过5000亿美元之后。</p><p>Jordan Klein强调：</p><blockquote><p><strong>“该公司雇佣了太多人，美国选民过度依赖iPhone，不会接受iPhone售价达到2000美元的情况。”</strong></p></blockquote><p>另一个支持苹果获得豁免的论点是，<strong>特朗普的关税政策可能反而助力了苹果的主要竞争对手——韩国的<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>。</strong>从政治角度看，这种结果显然与特朗普的“美国优先”政策相悖。</p><h2 id=\"id_2252992744\">苹果并非完全依赖豁免，已开始多管齐下应对</h2><p>尽管市场普遍看好苹果获得豁免的前景，但该公司并未将所有希望寄托于此。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Erik Woodring表示：</p><blockquote><p>“我们不认为苹果将仅仅押注于总统豁免，而且正如我们在跟踪该公司时所了解的，苹果始终保持长期思考。”</p></blockquote><p>苹果近年来一直致力于将其产业链多元化，包括将部分iPhone生产转移到印度。在90天关税缓期内，苹果可能将寻求其印度合作伙伴，以满足美国iPhone需求。</p><p>Woodring估计，为满足美国的iPhone需求，<strong>苹果需要将其印度生产能力提高一倍，尽管这可能需要更长时间才能实现。</strong></p><p>还有观点指出，另一种策略是<strong>通过提供融资计划、增加运营商补贴和提高以旧换新价值</strong>来缓解人为抬高的iPhone价格。</p><p>如果无法获得豁免，苹果可能会采取其他策略减轻关税压力。大摩分析称，苹果可能会取消低端iPhone存储模型，将需求转向利润率更高的iPhone型号。</p></body></html>","source":"wallstreetcn_hot_news","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>苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？</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{ 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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苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-12 17:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3745086><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。关税豁免预期升温，苹果股价反弹。特朗普关税大棒落地后，苹果股价经历了一波暴跌，但在过去两天，意外出现了剧烈反弹。苹果股价自4月9日以来飙升了15%，市值增加4000...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3745086\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9dd8e37009a141c78b4a4ede34830062","relate_stocks":{"LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","BK4598":"佩洛西持仓","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) 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OPPORTUNITIES \"A\" (HKD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC"},"source_url":"https://wallstreetcn.com/articles/3745086","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2526605266","content_text":"“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。关税豁免预期升温，苹果股价反弹。特朗普关税大棒落地后，苹果股价经历了一波暴跌，但在过去两天，意外出现了剧烈反弹。苹果股价自4月9日以来飙升了15%，市值增加4000多亿美元，本周五股价单日上涨4.1%，收于198.15美元。这一反弹源自华尔街分析师和投资者越来越相信苹果将获得关税豁免，这一预期已成为支撑股价的关键因素。CFRA Research分析师Angelo Zino表示，苹果获得豁免的可能性已经显著增加：“按目前情况，关税影响对苹果来说尤为严重，潜在增加其销售成本约500亿美元。”“我们预计苹果会推迟将任何关税成本转嫁给消费者，直到秋季产品周期，同时如果贸易协议短期内无法实现，我们将苹果获得特殊豁免的概率从20%提高到50%。”Mizuho Securities交易台分析师Jordan Klein的观点更为乐观，他表示与之交谈的投资者都坚信特朗普将向苹果提供豁免：“90%的投资者似乎相信苹果将获得关税豁免，毕竟该公司在2018年特朗普执政期间就获得过一次豁免。”美国就业与政治考量支撑豁免可能在当前地缘政治紧张局势下，苹果独特的地位可能成为其获得特殊待遇的关键。分析师们指出，特朗普不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国制造业和其他国内投资上支出超过5000亿美元之后。Jordan Klein强调：“该公司雇佣了太多人，美国选民过度依赖iPhone，不会接受iPhone售价达到2000美元的情况。”另一个支持苹果获得豁免的论点是，特朗普的关税政策可能反而助力了苹果的主要竞争对手——韩国的三星电子。从政治角度看，这种结果显然与特朗普的“美国优先”政策相悖。苹果并非完全依赖豁免，已开始多管齐下应对尽管市场普遍看好苹果获得豁免的前景，但该公司并未将所有希望寄托于此。摩根士丹利分析师Erik Woodring表示：“我们不认为苹果将仅仅押注于总统豁免，而且正如我们在跟踪该公司时所了解的，苹果始终保持长期思考。”苹果近年来一直致力于将其产业链多元化，包括将部分iPhone生产转移到印度。在90天关税缓期内，苹果可能将寻求其印度合作伙伴，以满足美国iPhone需求。Woodring估计，为满足美国的iPhone需求，苹果需要将其印度生产能力提高一倍，尽管这可能需要更长时间才能实现。还有观点指出，另一种策略是通过提供融资计划、增加运营商补贴和提高以旧换新价值来缓解人为抬高的iPhone价格。如果无法获得豁免，苹果可能会采取其他策略减轻关税压力。大摩分析称，苹果可能会取消低端iPhone存储模型，将需求转向利润率更高的iPhone型号。","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":1155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423710499042112,"gmtCreate":1744463556795,"gmtModify":1744463558983,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"已经豁免了","listText":"已经豁免了","text":"已经豁免了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423710499042112","repostId":"2526606511","repostType":4,"repost":{"id":"2526606511","kind":"news","pubTimestamp":1744451929,"share":"https://www.laohu8.com/m/news/2526606511?lang=&edition=full","pubTime":"2025-04-12 17:58","market":"hk","language":"zh","title":"美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”","url":"https://stock-news.laohu8.com/highlight/detail?id=2526606511","media":"智通财经","summary":"智通财经APP获悉，美国海关及边境保护局在美国时间 11 日晚间发布最新公告，针对第 14257 号行政命令所施行的对等关税措施，公布明确排除适用的产品列表与报关操作指南。据《货运系统讯息服务》公告，CBP 明确指出，凡产品正确归类于所列《美国统一关税表》号别及子号别者，可适用对等关税排除措施。","content":"<html><head></head><body><p>智通财经APP获悉，美国海关及边境保护局(CBP)在美国时间 11 日晚间发布最新公告，针对第 14257 号行政命令所施行的对等关税措施，公布明确排除适用的产品列表与报关操作指南。</p><p>据《货运系统讯息服务》(CSMS #64724565)公告，CBP 明确指出，凡产品正确归类于所列《美国统一关税表》(HTSUS)号别及子号别者，可适用对等关税排除措施。依据备忘录内容，这些产品将不再被课征依据第 14257 号行政命令(2025 年 4 月 2 日公布)所施行的额外国别税率。该措施自美东时间 2025 年 4 月 5 日凌晨 12 时 01 分起生效。</p><p>CBP 释出的 20 项关税豁免编码包括：</p><p>8471</p><p>8473.30</p><p>8486</p><p>8517.13.00</p><p>8517.62.00</p><p>8523.51.00</p><p>8524</p><p>8528.52.00</p><p>8541.10.00</p><p>8541.21.00</p><p>8541.29.00</p><p>8541.30.00</p><p>8541.49.10</p><p>8541.49.70</p><p>8541.49.80</p><p>8541.49.95</p><p>8541.51.00</p><p>8541.59.00</p><p>8541.90.00</p><p>8542</p><p>此 20 项关税豁免编码当中包含的范畴包括了笔记本电脑，智能手机、平板电脑、智能手表等消费电子产品，另外也包括了电视与<a href=\"https://laohu8.com/S/000591\">太阳能</a>相关产品。</p><p>此外，CBP 也提醒，近日系统曾因报关代码更新失效导致部分货物无法正确适用 10% 关税，该故障已于 11 日修复，CBP 要求业者重新提交受影响的报关摘要，以维护合规与权益。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-12 17:58 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1277768.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，美国海关及边境保护局(CBP)在美国时间 11 日晚间发布最新公告，针对第 14257 号行政命令所施行的对等关税措施，公布明确排除适用的产品列表与报关操作指南。据《货运系统讯息服务》(CSMS #64724565)公告，CBP 明确指出，凡产品正确归类于所列《美国统一关税表》(HTSUS)号别及子号别者，可适用对等关税排除措施。依据备忘录内容，这些产品将不再被课征依据第 ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1277768.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/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1277768.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2526606511","content_text":"智通财经APP获悉，美国海关及边境保护局(CBP)在美国时间 11 日晚间发布最新公告，针对第 14257 号行政命令所施行的对等关税措施，公布明确排除适用的产品列表与报关操作指南。据《货运系统讯息服务》(CSMS #64724565)公告，CBP 明确指出，凡产品正确归类于所列《美国统一关税表》(HTSUS)号别及子号别者，可适用对等关税排除措施。依据备忘录内容，这些产品将不再被课征依据第 14257 号行政命令(2025 年 4 月 2 日公布)所施行的额外国别税率。该措施自美东时间 2025 年 4 月 5 日凌晨 12 时 01 分起生效。CBP 释出的 20 项关税豁免编码包括：84718473.3084868517.13.008517.62.008523.51.0085248528.52.008541.10.008541.21.008541.29.008541.30.008541.49.108541.49.708541.49.808541.49.958541.51.008541.59.008541.90.008542此 20 项关税豁免编码当中包含的范畴包括了笔记本电脑，智能手机、平板电脑、智能手表等消费电子产品，另外也包括了电视与太阳能相关产品。此外，CBP 也提醒，近日系统曾因报关代码更新失效导致部分货物无法正确适用 10% 关税，该故障已于 11 日修复，CBP 要求业者重新提交受影响的报关摘要，以维护合规与权益。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":419470512132728,"gmtCreate":1743441036034,"gmtModify":1743441037666,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> $NEBIUS(NBIS)$ 泥妹空军是没吃饭吗？用力砸呀","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> $NEBIUS(NBIS)$ 泥妹空军是没吃饭吗？用力砸呀","text":"$NEBIUS(NBIS)$ $NEBIUS(NBIS)$ 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cnbglbamd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407836532449632","isVote":1,"tweetType":1,"viewCount":985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":433221473043056,"gmtCreate":1746800783359,"gmtModify":1746802226625,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WOLF\">$Wolfspeed Inc.(WOLF)$&nbsp;</a> 垃圾中的战斗机狼速","listText":"<a href=\"https://laohu8.com/S/WOLF\">$Wolfspeed Inc.(WOLF)$&nbsp;</a> 垃圾中的战斗机狼速","text":"$Wolfspeed Inc.(WOLF)$ 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20:24","market":"hk","language":"zh","title":"外卖大战激烈，美团预计三季度核心本地商业业务将出现大幅亏损","url":"https://stock-news.laohu8.com/highlight/detail?id=1118709809","media":"IT之家","summary":"美团将加大投入应对竞争。","content":"<html><head></head><body><p>周三， <a href=\"https://laohu8.com/S/MPNGY\">美团ADR</a> 盘初大跌超14%。美团今日发布 2025 年第二季度财报，核心本地商业分部收入同比增长 7.7% 至人民币 653 亿元。受二季度开始的非理性竞争影响，经营溢利同比下降 75.6% 至人民币 37 亿元，经营利润率同比下降 19.4 个百分点至 5.7%。</p><p style=\"text-align: justify;\">在财报发布后的电话会议中，<strong>美团高管预计第三季度核心本地商业业务将出现大幅亏损。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eedc343bbfb8d98505fd95e55a1633b2\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">美团管理层表示，目前其他平台的补贴水平仍保持历史高位，美团将加大投入应对竞争，同时加大对行业生态的投入。美团将在保持外卖规模优势的基础上增加补贴，来确保价格竞争力和稳定的履约体验，预计核心本地商业三季度会出现较大规模的亏损，美团会根据竞争态势和策略动态调整投入规模；并认为，当行业补贴逐步回归理性水平，外卖也会回归合理的利润水平。</p><p style=\"text-align: justify;\">美团高级副总裁兼首席财务官陈少晖在电话会上说：“我们预计短期内竞争将持续存在，并且会对我们的财务结果产生负面影响，尽管如此，我想强调的是，我们的核心本地商业业务的韧性已经在多个周期中得到了证明。每一个挑战最终都将增强我们的竞争地位，提升我们的执行力，并推动运营卓越。超越短期波动，我们对我们能够长期保持健康、高质量增长充满信心。”</p><p>在<a href=\"https://laohu8.com/S/MPNGY\" title=\"美团\" class=\"\">美团</a>财报电话会上，<a href=\"https://laohu8.com/S/03690\" title=\"美团\" class=\"\">美团</a>CEO王兴表示，“首先明确，我们坚决反对内卷。”当前外卖市场竞争持续加剧，美团将继续捍卫市场地位。“美团是在竞争中成长起来的，我们在持续的竞争中实现了今天的领先地位。”</p><p style=\"text-align: start;\">王兴表示，美团不是第一次面对这种激烈的竞争，在过去多年的发展中，美团在竞争中不断壮大、巩固领先地位。无论过去还是现在，美团始终专注于做正确的事，即，保证优质供给、稳定履约、合理价格，为用户创造良好的体验。</p><p style=\"text-align: start;\">无论市场如何变化，无论竞争如何激烈，美团坚持做正确的事这一点不会变。“没有什么花哨的，回归本质，确保快速可靠地履约、确保经济实惠的价格。”同时，王兴表示，美团将长期专注于生态建设，让消费者、商户和骑手都从中受益。</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>外卖大战激烈，美团预计三季度核心本地商业业务将出现大幅亏损</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外卖大战激烈，美团预计三季度核心本地商业业务将出现大幅亏损\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-27 20:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ithome.com/0/878/478.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周三， 美团ADR 盘初大跌超14%。美团今日发布 2025 年第二季度财报，核心本地商业分部收入同比增长 7.7% 至人民币 653 亿元。受二季度开始的非理性竞争影响，经营溢利同比下降 75.6% 至人民币 37 亿元，经营利润率同比下降 19.4 个百分点至 5.7%。在财报发布后的电话会议中，美团高管预计第三季度核心本地商业业务将出现大幅亏损。美团管理层表示，目前其他平台的补贴水平仍保持...</p>\n\n<a href=\"https://www.ithome.com/0/878/478.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/c972a78fbe34096796ada872b683e450","relate_stocks":{"03690":"美团-W","MPNGY":"美团ADR"},"source_url":"https://www.ithome.com/0/878/478.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118709809","content_text":"周三， 美团ADR 盘初大跌超14%。美团今日发布 2025 年第二季度财报，核心本地商业分部收入同比增长 7.7% 至人民币 653 亿元。受二季度开始的非理性竞争影响，经营溢利同比下降 75.6% 至人民币 37 亿元，经营利润率同比下降 19.4 个百分点至 5.7%。在财报发布后的电话会议中，美团高管预计第三季度核心本地商业业务将出现大幅亏损。美团管理层表示，目前其他平台的补贴水平仍保持历史高位，美团将加大投入应对竞争，同时加大对行业生态的投入。美团将在保持外卖规模优势的基础上增加补贴，来确保价格竞争力和稳定的履约体验，预计核心本地商业三季度会出现较大规模的亏损，美团会根据竞争态势和策略动态调整投入规模；并认为，当行业补贴逐步回归理性水平，外卖也会回归合理的利润水平。美团高级副总裁兼首席财务官陈少晖在电话会上说：“我们预计短期内竞争将持续存在，并且会对我们的财务结果产生负面影响，尽管如此，我想强调的是，我们的核心本地商业业务的韧性已经在多个周期中得到了证明。每一个挑战最终都将增强我们的竞争地位，提升我们的执行力，并推动运营卓越。超越短期波动，我们对我们能够长期保持健康、高质量增长充满信心。”在美团财报电话会上，美团CEO王兴表示，“首先明确，我们坚决反对内卷。”当前外卖市场竞争持续加剧，美团将继续捍卫市场地位。“美团是在竞争中成长起来的，我们在持续的竞争中实现了今天的领先地位。”王兴表示，美团不是第一次面对这种激烈的竞争，在过去多年的发展中，美团在竞争中不断壮大、巩固领先地位。无论过去还是现在，美团始终专注于做正确的事，即，保证优质供给、稳定履约、合理价格，为用户创造良好的体验。无论市场如何变化，无论竞争如何激烈，美团坚持做正确的事这一点不会变。“没有什么花哨的，回归本质，确保快速可靠地履约、确保经济实惠的价格。”同时，王兴表示，美团将长期专注于生态建设，让消费者、商户和骑手都从中受益。","news_type":1,"symbols_score_info":{"03690":1.1,"MPNGY":1.1}},"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3545472704722252","authorId":"3545472704722252","name":"聪明的Alita","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3545472704722252","authorIdStr":"3545472704722252"},"content":"东已经基本退出了，现在是淘宝","text":"东已经基本退出了，现在是淘宝","html":"东已经基本退出了，现在是淘宝"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445361866924368,"gmtCreate":1749752470783,"gmtModify":1749752471964,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 苏麻闭嘴","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 苏麻闭嘴","text":"$美国超微公司(AMD)$ 苏麻闭嘴","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445361866924368","isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":428234494952304,"gmtCreate":1745580120575,"gmtModify":1745580122421,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"Sqqq走起来","listText":"Sqqq走起来","text":"Sqqq走起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428234494952304","repostId":"1132099235","repostType":4,"repost":{"id":"1132099235","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":1745577271,"share":"https://www.laohu8.com/m/news/1132099235?lang=&edition=full","pubTime":"2025-04-25 18:34","market":"us","language":"zh","title":"市场消息：特朗普表示将针对不同国家设定公平的关税","url":"https://stock-news.laohu8.com/highlight/detail?id=1132099235","media":"老虎资讯综合","summary":"美股三大股指期货全线转跌！市场消息：特朗普表示将针对不同国家设定公平的关税。","content":"<html><head></head><body><p>4月25日，美股三大股指期货全线转跌，道指期货跌0.3%，纳斯达克100指数期货跌0.16%，标普500指数期货跌0.07%；市场消息：特朗普表示将针对不同国家设定公平的关税，暂停执行关税90天不是因为债券市场。此外特朗普暗示支持禁止美国国会议员交易股票。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eaeedbd607b1c69ab0f9278f3f4dbbce\" title=\"\" tg-width=\"409\" tg-height=\"199\"/></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>市场消息：特朗普表示将针对不同国家设定公平的关税</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市场消息：特朗普表示将针对不同国家设定公平的关税\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\">2025-04-25 18:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月25日，美股三大股指期货全线转跌，道指期货跌0.3%，纳斯达克100指数期货跌0.16%，标普500指数期货跌0.07%；市场消息：特朗普表示将针对不同国家设定公平的关税，暂停执行关税90天不是因为债券市场。此外特朗普暗示支持禁止美国国会议员交易股票。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eaeedbd607b1c69ab0f9278f3f4dbbce\" title=\"\" tg-width=\"409\" tg-height=\"199\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/28fe255674418213441e3f723107345d","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132099235","content_text":"4月25日，美股三大股指期货全线转跌，道指期货跌0.3%，纳斯达克100指数期货跌0.16%，标普500指数期货跌0.07%；市场消息：特朗普表示将针对不同国家设定公平的关税，暂停执行关税90天不是因为债券市场。此外特朗普暗示支持禁止美国国会议员交易股票。","news_type":1,"symbols_score_info":{"ESmain":1.1,"NQmain":1.1,"YMmain":1.1}},"isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407836532449632,"gmtCreate":1740584611775,"gmtModify":1740584613080,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"<a 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面a那点逻辑真是无处不在","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/405684336152824","isVote":1,"tweetType":1,"viewCount":1843,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4161659477962062","authorId":"4161659477962062","name":"英伟达蓝星之光","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4161659477962062","authorIdStr":"4161659477962062"},"content":"感觉是阿里巴巴的财报被泄露很久了","text":"感觉是阿里巴巴的财报被泄露很久了","html":"感觉是阿里巴巴的财报被泄露很久了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479552128512232,"gmtCreate":1758101947612,"gmtModify":1758101949860,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"跑得过人家的核显不？","listText":"跑得过人家的核显不？","text":"跑得过人家的核显不？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479552128512232","repostId":"2568681644","repostType":2,"repost":{"id":"2568681644","kind":"news","pubTimestamp":1758090600,"share":"https://www.laohu8.com/m/news/2568681644?lang=&edition=full","pubTime":"2025-09-17 14:30","market":"us","language":"zh","title":"英伟达迎来对手：龙芯推出首款GPGPU，替代NVIDIA、AMD","url":"https://stock-news.laohu8.com/highlight/detail?id=2568681644","media":"Ofweek光电信息网","summary":"目前在整个GPU市场，是三家厂商的天下，分别是intel、AMD、NVIDIA。目前随着AI大发展，GPGPU更为火爆，不过这一块，则是NVIDIA的天下，没有谁是它的对手，NVIDIA拿下了全球90%以上的市场份额。但因为英伟达是美国企业，同时又不能将先进的GPGPU卖给中国市场，所以中国企业一直在努力突破，想要替代NVIDIA，实现自给，避免补卡脖子。","content":"<html><body><article><p>目前在整个GPU市场，是三家厂商的天下，分别是intel、<a href=\"https://laohu8.com/S/AMD\">AMD</a>、NVIDIA。</p><p>集成显卡是intel的天下，因为intel的CPU中，大多集成了GPU，intel的市场份额高，自然集成显卡份额也非常高。</p><p>而独立GPU则是AMD、NVIDIA的天下，这个已经不用多说了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250917144136639d201koxvx4qtwec\"/><p>而事实上，目前整个GPU市场，其实是有GPU、GPGPU两种的。</p><p>GPU主要指显卡，用于个人电脑、工作站，游戏机，手机等上面，负责的是图像运算工作，界面有显示的地方，就离不开GPU。</p><p>而GPGPU则不太一样，它并非专注于图形计算任务，还可以用于AI、机器学习、推理等方面，属于通用计算芯片了，功能更为强大。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250917144139217d201a962d9sm1e2\"/><p>目前随着AI大发展，GPGPU更为火爆，不过这一块，则是NVIDIA的天下，没有谁是它的对手，NVIDIA拿下了全球90%以上的市场份额。</p><p>但因为<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>是美国企业，同时又不能将先进的GPGPU卖给中国市场，所以中国企业一直在努力突破，想要替代NVIDIA，实现自给，避免补卡脖子。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202509/17132927895769.jpg\"/><p>而近日，国内CPU巨头表态称，将推出首款GPGPU芯片，这家巨头就是龙芯，其首款GPGPU芯片型号是9A1000，龙芯官方表示，其研发基本完成，三季度内会交付流片。</p><p>这款9A1000，主要定位于入门级市场及AI推理加速领域，按照龙芯的说法，性能目标直指AMD的RX 550显卡，也相当于NVIDIA的GTX 650 Ti Boost。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250917144203771d2017lfwa2pvr65\"/><p>龙芯为何要研发GPU芯片，这个就太简单了，作为一家CPU厂商，有自己的GPU才是正常的，因为CPU中，可以直接集成GPU，那么用户直接买了CPU集成GPU后，就可以不再单独买GPU了，节省成本，同时也省事的多。</p><p>同时对于龙芯而言，GPGPU可以完成的事情，不只是普通的GPU这么简单，还可以用于推理、AI等领域，那更是当前最大的热门领域了。</p><p>希望龙芯的GPGPU早点推出来，那么不管是英伟达，还是AMD，在中国市场则又将迎来一位劲敌了，同时有了自己的GPU，龙芯的CPU也会更有竞争力了。</p></article></body></html>","source":"tencent","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\">\n英伟达迎来对手：龙芯推出首款GPGPU，替代NVIDIA、AMD\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-17 14:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250917150152a4cb0f80&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>目前在整个GPU市场，是三家厂商的天下，分别是intel、AMD、NVIDIA。集成显卡是intel的天下，因为intel的CPU中，大多集成了GPU，intel的市场份额高，自然集成显卡份额也非常高。而独立GPU则是AMD、NVIDIA的天下，这个已经不用多说了。而事实上，目前整个GPU市场，其实是有GPU、GPGPU两种的。GPU主要指显卡，用于个人电脑、工作站，游戏机，手机等上面，负责的是...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250917150152a4cb0f80&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","NVDD":"Direxion Daily NVDA Bear 1X Shares","BK4532":"文艺复兴科技持仓","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","2NVD.UK":"2X NVIDIA ETP","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD 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21:40","market":"sh","language":"zh","title":"人工智能药物开发商Absci(ABSI.US)盘初一度涨超21%最高触及2.89美元。消息面上Absci宣布与甲骨文和A","url":"https://stock-news.laohu8.com/highlight/detail?id=2566992499","media":"智通财经","summary":"人工智能药物开发商Absci(ABSI.US)盘初一度涨超21%最高触及2.89美元。消息面上Absci宣布与甲骨文和AMD合作加速生成式人工智能驱动的药物发现进程。","content":"<html><body><div>\n<div>\r\n                  人工智能药物开发商Absci(ABSI.US)盘初一度涨超21%最高触及2.89美元。消息面上Absci宣布与甲骨文和AMD合作加速生成式人工智能驱动的药物发现进程。                </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>人工智能药物开发商Absci(ABSI.US)盘初一度涨超21%最高触及2.89美元。消息面上Absci宣布与甲骨文和A</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161631":"人工智能","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4529":"IDC概念","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4528":"SaaS概念","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) 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这接吧美股玩个der","text":"$Nauticus Robotics, Inc.(KITT)$ 这接吧美股玩个der","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474306504065272","isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472812567138440,"gmtCreate":1756464859429,"gmtModify":1756464861584,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"这是要继续打团子？","listText":"这是要继续打团子？","text":"这是要继续打团子？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472812567138440","repostId":"2563553041","repostType":2,"repost":{"id":"2563553041","kind":"news","pubTimestamp":1756463030,"share":"https://www.laohu8.com/m/news/2563553041?lang=&edition=full","pubTime":"2025-08-29 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href=https://hk.jrj.com.cn/2025/08/29182352811527.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>阿里巴巴公告，于4月底在淘宝app上推出“淘宝闪购”服务，以满足消费者对餐饮、日用品、电子产品和服装等多个品类商品的实时配送需求。该举措也强化了淘宝app在中国电商行业的领先地位。在实时零售的大幅投入，旨在建立实时零售的消费者心智和扩大业务规模，在8月前三周带动淘宝app的月度活跃消费者同比增长25%。作为实时零售战略的一部分，阿里巴巴扩大了非餐商品的供给和相应的前置仓覆盖。\n\n\r\n       ...</p>\n\n<a href=\"https://hk.jrj.com.cn/2025/08/29182352811527.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU0791590937.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","BABA":"阿里巴巴","LU0084288322.USD":"Natixis Asia Equity RD USD","LU1568876335.HKD":"ALLIANZ CHINA MULTI INCOME 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假如特斯拉的卡车借壳该股单独分拆上市？！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462000288686432","isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455160852668696,"gmtCreate":1752160010975,"gmtModify":1752160012663,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"太保守了","listText":"太保守了","text":"太保守了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455160852668696","repostId":"2550984613","repostType":2,"repost":{"id":"2550984613","kind":"news","pubTimestamp":1752130680,"share":"https://www.laohu8.com/m/news/2550984613?lang=&edition=full","pubTime":"2025-07-10 14:58","market":"us","language":"zh","title":"芯片制造行业复苏助推AMD估值，花旗上调目标价至145美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2550984613","media":"智通财经","summary":"智通财经APP获悉，在花旗集团分析师Christopher Danely上调目标价后，AMD股价在周二盘前交易中上涨约2%。Danely将AMD的目标价从120美元上调至145美元，同时维持“中性”评级。市场普遍预计AMD将于8月5日公布第二季度财报，分析师预期其每股收益为0.49美元，营收为74.1亿美元。Danely表示，目前终端市场需求依然强劲，许多企业正在补充库存，这一趋势有望推动AMD的业务增长。随着芯片行业复苏势头延续，若AMD后续业绩持续超预期，或将赢得更多分析师的积极评价。","content":"<html><head></head><body><p>7月10日，在花旗集团分析师Christopher Danely上调目标价后，AMD(AMD.US)股价在周二盘前交易中上涨约2%。Danely将AMD的目标价从120美元上调至145美元，同时维持“中性”评级。他指出，行业整体环境的改善有望在未来几个季度为芯片制造商提供有力支撑。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35065cb8d209ed16a2630ba7d1d11421\" tg-width=\"560\" tg-height=\"240\"/></p><p>市场普遍预计AMD将于8月5日公布第二季度财报，分析师预期其每股收益为0.49美元，营收为74.1亿美元。若实际业绩超出预期，可能进一步提振市场对该股的看涨情绪。</p><p>Danely表示，目前终端市场需求依然强劲，许多企业正在补充库存，这一趋势有望推动AMD的业务增长。他强调，此次上调预期反映的是半导体订单的逐步回暖，而非突然反转。</p><p>在经历长期低迷后，芯片制造行业已逐步企稳。与此同时，AMD在数据中心和PC芯片领域的持续布局，也为其未来发展增添了吸引力。随着芯片行业复苏势头延续，若AMD后续业绩持续超预期，或将赢得更多分析师的积极评价。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>芯片制造行业复苏助推AMD估值，花旗上调目标价至145美元</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1316136.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/a593d85be38c3aa543ab3056553101ff","relate_stocks":{"AMD":"美国超微公司"},"source_url":"http://www.zhitongcaijing.com/content/detail/1316136.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2550984613","content_text":"7月10日，在花旗集团分析师Christopher Danely上调目标价后，AMD(AMD.US)股价在周二盘前交易中上涨约2%。Danely将AMD的目标价从120美元上调至145美元，同时维持“中性”评级。他指出，行业整体环境的改善有望在未来几个季度为芯片制造商提供有力支撑。市场普遍预计AMD将于8月5日公布第二季度财报，分析师预期其每股收益为0.49美元，营收为74.1亿美元。若实际业绩超出预期，可能进一步提振市场对该股的看涨情绪。Danely表示，目前终端市场需求依然强劲，许多企业正在补充库存，这一趋势有望推动AMD的业务增长。他强调，此次上调预期反映的是半导体订单的逐步回暖，而非突然反转。在经历长期低迷后，芯片制造行业已逐步企稳。与此同时，AMD在数据中心和PC芯片领域的持续布局，也为其未来发展增添了吸引力。随着芯片行业复苏势头延续，若AMD后续业绩持续超预期，或将赢得更多分析师的积极评价。","news_type":1,"symbols_score_info":{"AMD":1}},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437180112126424,"gmtCreate":1747745874685,"gmtModify":1747745876564,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"营收差这么多呢","listText":"营收差这么多呢","text":"营收差这么多呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437180112126424","repostId":"2536610863","repostType":2,"repost":{"id":"2536610863","kind":"highlight","weMediaInfo":{"introduction":"Stock 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EPS $(0.39) Beats $(33.62) Estimate, Sales $55.30M Miss $5.05B Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2025-05-20 20:48</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Nebius Group N.V. - Class A Ordinary Shares Q1 Adj. EPS $(0.39) Beats $(33.62) Estimate, Sales $55.30M Miss $5.05B Estimate</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NBIS":"NEBIUS"},"source_url":"https://www.benzinga.com/news/earnings/25/05/45516642/nebius-group-n-v-class-a-ordinary-shares-q1-adj-eps-0-39-beats-33-62-estimate-sales-55-30m-miss-5-0","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2536610863","content_text":"Nebius Group N.V. - Class A Ordinary Shares Q1 Adj. EPS $(0.39) Beats $(33.62) Estimate, Sales $55.30M Miss $5.05B Estimate","news_type":1,"symbols_score_info":{"NBIS":1}},"isVote":1,"tweetType":1,"viewCount":655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435389274260288,"gmtCreate":1747305533924,"gmtModify":1747305535609,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"起飞了马上","listText":"起飞了马上","text":"起飞了马上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435389274260288","repostId":"1110299946","repostType":4,"repost":{"id":"1110299946","kind":"news","pubTimestamp":1747304752,"share":"https://www.laohu8.com/m/news/1110299946?lang=&edition=full","pubTime":"2025-05-15 18:25","market":"hk","language":"zh","title":"第四范式一季度营收10.77亿元，同比增长30.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1110299946","media":"新浪科技","summary":"先知AI平台实现营收人民币8.05亿元。","content":"<html><head></head><body><p>第四范式发布2025财年第一季度（截至2025年3月31日）核心业务进展报告。报告显示，第一季度，公司总收入10.77亿元，同比增长30.1% ；毛利润4.44亿元，同比增长30.1%，毛利率为41.2%。</p><p style=\"text-align: start;\">作为第四范式所有业务的内核，一季度先知AI平台实现营收人民币8.05亿元，同比增长60.5%。期间，第四范式先知平台迎来新升级，基于原有AI模型开发工具链，进一步推出AI Agent全流程开发平台。企业客户可通过先知平台上内置的大模型应用平台Model Hub，轻松集成150+主流大模型，并利用内置的数十个Agent智能体框架，构建完整LLM Ops体系，覆盖AI Agent开发全生命周期。</p><p style=\"text-align: start;\">目前，第四范式企业级Agent已在金融、航空、汽车、医疗、能源、零售、港口、水利、教育等超过14个行业的企业客户落地。通过用AI Agent改造企业软件的方式，第四范式横向切入企业高频软件产品，联合业内其他优秀的企业软件公司，联合发布面向OA流程的“协同运营AI Agent”、面向财税系统的“财税赋能Agent”、面向人力系统的“HR Agent”及面向销售的“销售经理助理Agent”等。</p><p style=\"text-align: start;\">期内，SHIFT 智能解决方案业务收入人民币2.12亿元， 占公司总收入比例19.7 %。该业务是在先知AI平台基础上针对不同行业业务场景打造的标准化解决方案。</p></body></html>","source":"sina_tech","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>第四范式一季度营收10.77亿元，同比增长30.1%</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; 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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第四范式一季度营收10.77亿元，同比增长30.1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-15 18:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/it/2025-05-15/doc-inewruvw0027420.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>第四范式发布2025财年第一季度（截至2025年3月31日）核心业务进展报告。报告显示，第一季度，公司总收入10.77亿元，同比增长30.1% ；毛利润4.44亿元，同比增长30.1%，毛利率为41.2%。作为第四范式所有业务的内核，一季度先知AI平台实现营收人民币8.05亿元，同比增长60.5%。期间，第四范式先知平台迎来新升级，基于原有AI模型开发工具链，进一步推出AI Agent全流程开发...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/it/2025-05-15/doc-inewruvw0027420.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/77b5e79c422a858b288c50f20e402cd4","relate_stocks":{"06682":"第四范式"},"source_url":"https://finance.sina.com.cn/tech/it/2025-05-15/doc-inewruvw0027420.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110299946","content_text":"第四范式发布2025财年第一季度（截至2025年3月31日）核心业务进展报告。报告显示，第一季度，公司总收入10.77亿元，同比增长30.1% ；毛利润4.44亿元，同比增长30.1%，毛利率为41.2%。作为第四范式所有业务的内核，一季度先知AI平台实现营收人民币8.05亿元，同比增长60.5%。期间，第四范式先知平台迎来新升级，基于原有AI模型开发工具链，进一步推出AI Agent全流程开发平台。企业客户可通过先知平台上内置的大模型应用平台Model Hub，轻松集成150+主流大模型，并利用内置的数十个Agent智能体框架，构建完整LLM Ops体系，覆盖AI Agent开发全生命周期。目前，第四范式企业级Agent已在金融、航空、汽车、医疗、能源、零售、港口、水利、教育等超过14个行业的企业客户落地。通过用AI Agent改造企业软件的方式，第四范式横向切入企业高频软件产品，联合业内其他优秀的企业软件公司，联合发布面向OA流程的“协同运营AI Agent”、面向财税系统的“财税赋能Agent”、面向人力系统的“HR Agent”及面向销售的“销售经理助理Agent”等。期内，SHIFT 智能解决方案业务收入人民币2.12亿元， 占公司总收入比例19.7 %。该业务是在先知AI平台基础上针对不同行业业务场景打造的标准化解决方案。","news_type":1,"symbols_score_info":{"06682":1.1}},"isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":428276631880320,"gmtCreate":1745590006902,"gmtModify":1745590008744,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"意思是支持炒币？","listText":"意思是支持炒币？","text":"意思是支持炒币？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428276631880320","repostId":"1177064926","repostType":2,"repost":{"id":"1177064926","kind":"news","pubTimestamp":1745589562,"share":"https://www.laohu8.com/m/news/1177064926?lang=&edition=full","pubTime":"2025-04-25 21:59","market":"us","language":"zh","title":"特朗普：“绝对”会签署法案禁止国会议员炒股","url":"https://stock-news.laohu8.com/highlight/detail?id=1177064926","media":"新浪美股","summary":"他担心议员们可能利用内幕信息获得优势。","content":"<html><head></head><body><p>　　美国总统唐纳德·特朗普表示，他“绝对”会签署一项禁止国会议员交易股票的法案，称他担心议员们可能利用内幕信息获得优势。</p><p style=\"text-align: start;\">　　“我对此没有意见，”特朗普说。“如果他们把法案送交给我，我会签署。”</p><p style=\"text-align: start;\">　　长期以来，美国两党一直支持立法限制国会议员买卖股票，因为他们能够接触到机密情报和有关立法进程的内部信息，使他们在市场上比其他人更具优势。2020年，一群两党参议员因在召开有关新冠疫情的闭门通报会后交易医疗保健股票而遭到批评。</p><p style=\"text-align: start;\">　　特朗普特别批评了前众议院议长南希·佩洛西，她在担任众议院议长期间一直反对立法禁止国会议员及其家属进行股票交易。佩洛西的丈夫保罗·佩洛西在旧金山地区通过房地产和风险投资积累了财富，批评者常常提到这对夫妇通过股票交易取得丰厚回报的案例。</p><p><br/></p></body></html>","source":"xlmg","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\" 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}\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特朗普：“绝对”会签署法案禁止国会议员炒股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-25 21:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2025-04-25/doc-ineukxcr1840942.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国总统唐纳德·特朗普表示，他“绝对”会签署一项禁止国会议员交易股票的法案，称他担心议员们可能利用内幕信息获得优势。　　“我对此没有意见，”特朗普说。“如果他们把法案送交给我，我会签署。”　　长期以来，美国两党一直支持立法限制国会议员买卖股票，因为他们能够接触到机密情报和有关立法进程的内部信息，使他们在市场上比其他人更具优势。2020年，一群两党参议员因在召开有关新冠疫情的闭门通报会后交易医疗保健...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-04-25/doc-ineukxcr1840942.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/57ad66c83796c50731ef69a802b644e7","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-04-25/doc-ineukxcr1840942.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177064926","content_text":"美国总统唐纳德·特朗普表示，他“绝对”会签署一项禁止国会议员交易股票的法案，称他担心议员们可能利用内幕信息获得优势。　　“我对此没有意见，”特朗普说。“如果他们把法案送交给我，我会签署。”　　长期以来，美国两党一直支持立法限制国会议员买卖股票，因为他们能够接触到机密情报和有关立法进程的内部信息，使他们在市场上比其他人更具优势。2020年，一群两党参议员因在召开有关新冠疫情的闭门通报会后交易医疗保健股票而遭到批评。　　特朗普特别批评了前众议院议长南希·佩洛西，她在担任众议院议长期间一直反对立法禁止国会议员及其家属进行股票交易。佩洛西的丈夫保罗·佩洛西在旧金山地区通过房地产和风险投资积累了财富，批评者常常提到这对夫妇通过股票交易取得丰厚回报的案例。","news_type":1,"symbols_score_info":{".DJI":1.1,".IXIC":1.1,".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423708789985648,"gmtCreate":1744463579828,"gmtModify":1744463581685,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"已经豁免 开香槟","listText":"已经豁免 开香槟","text":"已经豁免 开香槟","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423708789985648","repostId":"2526605266","repostType":4,"repost":{"id":"2526605266","kind":"news","pubTimestamp":1744450470,"share":"https://www.laohu8.com/m/news/2526605266?lang=&edition=full","pubTime":"2025-04-12 17:34","market":"hk","language":"zh","title":"苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2526605266","media":"华尔街见闻","summary":"“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。","content":"<html><head></head><body><blockquote><p>“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。</p></blockquote><p>关税豁免预期升温，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>股价反弹。</p><p>特朗普关税大棒落地后，苹果股价经历了一波暴跌，但在过去两天，意外出现了剧烈反弹。<strong>苹果股价自4月9日以来飙升了15%，市值增加4000多亿美元，本周五股价单日上涨4.1%，收于198.15美元。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b0c723c5eb7d81355b7369ebb2ca978\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>这一反弹源自华尔街分析师和投资者越来越相信苹果将获得关税豁免，这一预期已成为支撑股价的关键因素。</strong></p><p>CFRA Research分析师Angelo Zino表示，苹果获得豁免的可能性已经显著增加：</p><blockquote><p>“按目前情况，<strong>关税影响对苹果来说尤为严重，潜在增加其销售成本约500亿美元。</strong>”</p><p>“我们预计苹果会推迟将任何关税成本转嫁给消费者，直到秋季产品周期，同时如果贸易协议短期内无法实现，我们将苹果获得特殊豁免的概率从20%提高到50%。”</p></blockquote><p>Mizuho Securities交易台分析师Jordan Klein的观点更为乐观，他表示与之交谈的投资者都坚信特朗普将向苹果提供豁免：</p><blockquote><p>“90%的投资者似乎相信苹果将获得关税豁免，毕竟该公司在2018年特朗普执政期间就获得过一次豁免。”</p></blockquote><h2 id=\"id_1896526236\">美国就业与政治考量支撑豁免可能</h2><p>在当前地缘政治紧张局势下，苹果独特的地位可能成为其获得特殊待遇的关键。</p><p>分析师们指出，<strong>特朗普不会希望伤害像苹果这样的美国标志性企业，</strong>特别是在该公司承诺未来四年在美国制造业和其他国内投资上支出超过5000亿美元之后。</p><p>Jordan Klein强调：</p><blockquote><p><strong>“该公司雇佣了太多人，美国选民过度依赖iPhone，不会接受iPhone售价达到2000美元的情况。”</strong></p></blockquote><p>另一个支持苹果获得豁免的论点是，<strong>特朗普的关税政策可能反而助力了苹果的主要竞争对手——韩国的<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>。</strong>从政治角度看，这种结果显然与特朗普的“美国优先”政策相悖。</p><h2 id=\"id_2252992744\">苹果并非完全依赖豁免，已开始多管齐下应对</h2><p>尽管市场普遍看好苹果获得豁免的前景，但该公司并未将所有希望寄托于此。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Erik Woodring表示：</p><blockquote><p>“我们不认为苹果将仅仅押注于总统豁免，而且正如我们在跟踪该公司时所了解的，苹果始终保持长期思考。”</p></blockquote><p>苹果近年来一直致力于将其产业链多元化，包括将部分iPhone生产转移到印度。在90天关税缓期内，苹果可能将寻求其印度合作伙伴，以满足美国iPhone需求。</p><p>Woodring估计，为满足美国的iPhone需求，<strong>苹果需要将其印度生产能力提高一倍，尽管这可能需要更长时间才能实现。</strong></p><p>还有观点指出，另一种策略是<strong>通过提供融资计划、增加运营商补贴和提高以旧换新价值</strong>来缓解人为抬高的iPhone价格。</p><p>如果无法获得豁免，苹果可能会采取其他策略减轻关税压力。大摩分析称，苹果可能会取消低端iPhone存储模型，将需求转向利润率更高的iPhone型号。</p></body></html>","source":"wallstreetcn_hot_news","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>苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？</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{ 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href=https://wallstreetcn.com/articles/3745086><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。关税豁免预期升温，苹果股价反弹。特朗普关税大棒落地后，苹果股价经历了一波暴跌，但在过去两天，意外出现了剧烈反弹。苹果股价自4月9日以来飙升了15%，市值增加4000...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3745086\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9dd8e37009a141c78b4a4ede34830062","relate_stocks":{"LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","BK4598":"佩洛西持仓","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) 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OPPORTUNITIES \"A\" (HKD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC"},"source_url":"https://wallstreetcn.com/articles/3745086","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2526605266","content_text":"“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。关税豁免预期升温，苹果股价反弹。特朗普关税大棒落地后，苹果股价经历了一波暴跌，但在过去两天，意外出现了剧烈反弹。苹果股价自4月9日以来飙升了15%，市值增加4000多亿美元，本周五股价单日上涨4.1%，收于198.15美元。这一反弹源自华尔街分析师和投资者越来越相信苹果将获得关税豁免，这一预期已成为支撑股价的关键因素。CFRA Research分析师Angelo Zino表示，苹果获得豁免的可能性已经显著增加：“按目前情况，关税影响对苹果来说尤为严重，潜在增加其销售成本约500亿美元。”“我们预计苹果会推迟将任何关税成本转嫁给消费者，直到秋季产品周期，同时如果贸易协议短期内无法实现，我们将苹果获得特殊豁免的概率从20%提高到50%。”Mizuho Securities交易台分析师Jordan Klein的观点更为乐观，他表示与之交谈的投资者都坚信特朗普将向苹果提供豁免：“90%的投资者似乎相信苹果将获得关税豁免，毕竟该公司在2018年特朗普执政期间就获得过一次豁免。”美国就业与政治考量支撑豁免可能在当前地缘政治紧张局势下，苹果独特的地位可能成为其获得特殊待遇的关键。分析师们指出，特朗普不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国制造业和其他国内投资上支出超过5000亿美元之后。Jordan Klein强调：“该公司雇佣了太多人，美国选民过度依赖iPhone，不会接受iPhone售价达到2000美元的情况。”另一个支持苹果获得豁免的论点是，特朗普的关税政策可能反而助力了苹果的主要竞争对手——韩国的三星电子。从政治角度看，这种结果显然与特朗普的“美国优先”政策相悖。苹果并非完全依赖豁免，已开始多管齐下应对尽管市场普遍看好苹果获得豁免的前景，但该公司并未将所有希望寄托于此。摩根士丹利分析师Erik Woodring表示：“我们不认为苹果将仅仅押注于总统豁免，而且正如我们在跟踪该公司时所了解的，苹果始终保持长期思考。”苹果近年来一直致力于将其产业链多元化，包括将部分iPhone生产转移到印度。在90天关税缓期内，苹果可能将寻求其印度合作伙伴，以满足美国iPhone需求。Woodring估计，为满足美国的iPhone需求，苹果需要将其印度生产能力提高一倍，尽管这可能需要更长时间才能实现。还有观点指出，另一种策略是通过提供融资计划、增加运营商补贴和提高以旧换新价值来缓解人为抬高的iPhone价格。如果无法获得豁免，苹果可能会采取其他策略减轻关税压力。大摩分析称，苹果可能会取消低端iPhone存储模型，将需求转向利润率更高的iPhone型号。","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":1155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}