去会所的个人主页 - 老虎社区

去会所

去会所

暂无个人介绍

IP属地：广东

6关注

6粉丝

1主题

0勋章

11-06 02:14

这应该算利空吧？股价还涨了？

要求远超 JEDEC 标准！再传美光HBM4测试认证失败

11-03

就是黄金实物不够提了呗[无语]

港股异动 | 黄金零售品牌商集体下挫，老铺黄金跌超9%

10-28

12:50，人家财报数据早出了，老虎还是太慢了信息压根收集不到

异动解读 | 艾马克技术公司夜盘大跌5.06%，季报发布及CEO接班计划引发投资者担忧

10-28

$艾马克技术公司(AMKR)$ 不争气啊[流泪]

10-21

$甲骨文(ORCL)$ 你就这么不争气？

10-20

稀释那么多，不跌才怪

异动解读 | Beyond Meat盘前大涨81%，或为超跌反弹

10-10

$艾马克技术公司(AMKR)$ 这么好的标的，咋就不争气呢？

10-09

$NEBIUS(NBIS)$ 今晚能不能把丢失的135抢回来？

10-08

$NEBIUS(NBIS)$ so, what exactly happened?

10-02

$NEBIUS(NBIS)$ 今晚10个点？

09-30

$NEBIUS(NBIS)$ 兄弟，上，今晚破120

09-30

$Wolfspeed Inc.(WOLF)$ 我的旧call怎么算？？

09-30

AI写的文章？

抱歉，原内容已删除

09-29

$Tilray Inc.(TLRY)$ 今晚翻倍？[开心]

09-29

$Larimar Therapeutics, Inc.(LRMR)$ 啥情况？药效不理想？

09-29

$GLOBALFOUNDRIES Inc.(GFS)$ 上周没下决心上车[流泪]

09-26

$NEBIUS(NBIS)$ 今晚能上120吗？

09-25

这应该是不错的利好啊，股价不给点反应？

应用材料(AMAT.US)与格芯(GFS.US)合作，推进AI和AR光子技术

09-25

没有实际产品，却一路狂飙，确实有点吓人啊[笑哭]

异动解读 | Oklo股价盘中大跌5.13%，分析师下调评级至"中性"

09-24

多空双杀？

AI需求给力！美光上季营收劲增46%，本季指引碾压预期再创新高

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3576724815704857","uuid":"3576724815704857","gmtCreate":1613634562367,"gmtModify":1627025190333,"name":"去会所","pinyin":"qhsquhuisuo","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":6,"headSize":6,"tweetSize":146,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.19","exceedPercentage":"93.46%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.03.30","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.02.22","exceedPercentage":"93.11%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.09","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":9,"crmLevelSwitch":0,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":497024866173104,"gmtCreate":1762366479289,"gmtModify":1762366481526,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"title":"","htmlText":"这应该算利空吧？股价还涨了？","listText":"这应该算利空吧？股价还涨了？","text":"这应该算利空吧？股价还涨了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497024866173104","repostId":"2581711444","repostType":2,"repost":{"id":"2581711444","kind":"news","pubTimestamp":1762314364,"share":"https://www.laohu8.com/m/news/2581711444?lang=&edition=full","pubTime":"2025-11-05 11:46","market":"us","language":"zh","title":"要求远超 JEDEC 标准！再传美光HBM4测试认证失败","url":"https://stock-news.laohu8.com/highlight/detail?id=2581711444","media":"微电子制造","summary":"报告称，客户对 HBM4 的数据传输速度要求远超 JEDEC 标准，而美光样品未能满足这一关键门槛，导致认证流程受阻。这并非市场首次对美光 HBM4 提出质疑。面对市场质疑，美光方面多次公开反驳。关于美光 HBM4 测试认证进展的争议，目前仍处于官方声明与市场传闻博弈的关键阶段，TrendForce 预测，2026 年 HBM4 市占率将逐季提升至 60%，市场规模突破 120 亿美元，SK 海力士与三星有望瓜分超 90% 份额。若广发证券报告属实，美光将彻底错失 HBM4 的 “第一波红利”。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251105124124735v201p0qryhz64gk\"/><p>消息称，<a href=\"https://laohu8.com/S/000776\">广发证券</a>香港分行于 11 月 3 日发布报告指出，<a href=\"https://laohu8.com/S/MU\">美光科技</a>下一代高带宽内存（HBM4）未能满足<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>关键数据传输速度要求，需重新设计产品结构，全面供货或推迟至 2027 年。</p><p>报告称，客户对 HBM4 的数据传输速度要求远超 JEDEC 标准，而美光样品未能满足这一关键门槛，导致认证流程受阻。</p><p>这并非市场首次对美光 HBM4 提出质疑。早在 10 月 30 日，韩国媒体便披露，美光 HBM4 因功耗控制和散热性能不达标，已启动架构调整，量产时间可能延后 9 个月，甚至面临错失英伟达 Rubin 平台（2026 年推出）首批订单的风险。</p><p>行业分析机构 TrendForce 也在同期报告中指出，美光采用的 12nm 级逻辑芯片工艺，与<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>的 4nm 工艺、SK 海力士的<a href=\"https://laohu8.com/S/TSM\">台积电</a> 12nm 工艺存在代差，直接导致其 HBM4 的能效比落后竞品 15%-20%，“这对追求‘高带宽、低功耗’的 AI 服务器而言，是难以接受的短板”。</p><p>面对市场质疑，美光方面多次公开反驳。在 9 月 24 日的财报电话会议上，美光 CEO Sanjay Mehrotra 曾高调宣布，HBM4 样品已实现 11Gbps 传输速率、2.8TB/s 带宽，不仅远超 JEDEC 标准的 8Gbps 和 2TB/s，还 “显著优于行业竞品”，且已向英伟达、<a href=\"https://laohu8.com/S/AMD\">AMD</a> 等核心客户交付最终样品，2026 财年第二季度启动首批供货的计划 “没有变化”。</p><p>10 月，美光投资者交流会上透露，截至 10 月中旬，2026 年 HBM4 规划产能的 80% 已被意向订单锁定，客户对产品性能 “反馈积极”；同时，为支撑 HBM4 量产，美光已将 2026 年相关资本开支提升至总投入的 35%，重点用于先进封装产线升级与高纯度硅晶圆采购。</p><p>针对 “封装良率低” 的说法，美光回应称，通过设备迭代与工艺优化，TC-NCF 技术良率已提升至 75%，“完全能满足量产需求”。</p><p>关于美光 HBM4 测试认证进展的争议，目前仍处于<strong>官方声明与市场传闻博弈的关键阶段，TrendForce 预测，2026 年 HBM4 市占率将逐季提升至 60%，市场规模突破 120 亿美元，</strong>SK 海力士与三星有望瓜分超 90% 份额。若<a href=\"https://laohu8.com/S/01776\">广发证券</a>报告属实，美光将彻底错失 HBM4 的 “第一波红利”。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>要求远超 JEDEC 标准！再传美光HBM4测试认证失败</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要求远超 JEDEC 标准！再传美光HBM4测试认证失败\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-05 11:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251105124136a6e22b01&s=b><strong>微电子制造</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>消息称，广发证券香港分行于 11 月 3 日发布报告指出，美光科技下一代高带宽内存（HBM4）未能满足英伟达关键数据传输速度要求，需重新设计产品结构，全面供货或推迟至 2027 年。报告称，客户对 HBM4 的数据传输速度要求远超 JEDEC 标准，而美光样品未能满足这一关键门槛，导致认证流程受阻。这并非市场首次对美光 HBM4 提出质疑。早在 10 月 30 日，韩国媒体便披露，美光 HBM4 ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251105124136a6e22b01&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4575":"芯片概念","BK4566":"资本集团","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","MU":"美光科技","BK4588":"碎股","BK4579":"人工智能","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","BK4605":"半导体精选","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4554":"元宇宙及AR概念","LU0056508442.USD":"贝莱德世界科技基金A2","BK4532":"文艺复兴科技持仓","BK4543":"AI","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4527":"明星科技股","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4553":"喜马拉雅资本持仓","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","BK4512":"苹果概念","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251105124136a6e22b01&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2581711444","content_text":"消息称，广发证券香港分行于 11 月 3 日发布报告指出，美光科技下一代高带宽内存（HBM4）未能满足英伟达关键数据传输速度要求，需重新设计产品结构，全面供货或推迟至 2027 年。报告称，客户对 HBM4 的数据传输速度要求远超 JEDEC 标准，而美光样品未能满足这一关键门槛，导致认证流程受阻。这并非市场首次对美光 HBM4 提出质疑。早在 10 月 30 日，韩国媒体便披露，美光 HBM4 因功耗控制和散热性能不达标，已启动架构调整，量产时间可能延后 9 个月，甚至面临错失英伟达 Rubin 平台（2026 年推出）首批订单的风险。行业分析机构 TrendForce 也在同期报告中指出，美光采用的 12nm 级逻辑芯片工艺，与三星的 4nm 工艺、SK 海力士的台积电 12nm 工艺存在代差，直接导致其 HBM4 的能效比落后竞品 15%-20%，“这对追求‘高带宽、低功耗’的 AI 服务器而言，是难以接受的短板”。面对市场质疑，美光方面多次公开反驳。在 9 月 24 日的财报电话会议上，美光 CEO Sanjay Mehrotra 曾高调宣布，HBM4 样品已实现 11Gbps 传输速率、2.8TB/s 带宽，不仅远超 JEDEC 标准的 8Gbps 和 2TB/s，还 “显著优于行业竞品”，且已向英伟达、AMD 等核心客户交付最终样品，2026 财年第二季度启动首批供货的计划 “没有变化”。10 月，美光投资者交流会上透露，截至 10 月中旬，2026 年 HBM4 规划产能的 80% 已被意向订单锁定，客户对产品性能 “反馈积极”；同时，为支撑 HBM4 量产，美光已将 2026 年相关资本开支提升至总投入的 35%，重点用于先进封装产线升级与高纯度硅晶圆采购。针对 “封装良率低” 的说法，美光回应称，通过设备迭代与工艺优化，TC-NCF 技术良率已提升至 75%，“完全能满足量产需求”。关于美光 HBM4 测试认证进展的争议，目前仍处于官方声明与市场传闻博弈的关键阶段，TrendForce 预测，2026 年 HBM4 市占率将逐季提升至 60%，市场规模突破 120 亿美元，SK 海力士与三星有望瓜分超 90% 份额。若广发证券报告属实，美光将彻底错失 HBM4 的 “第一波红利”。","news_type":1,"symbols_score_info":{"MU":1.5}},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496046477972232,"gmtCreate":1762136036885,"gmtModify":1762136039214,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"title":"","htmlText":"就是黄金实物不够提了呗[无语]&nbsp;&nbsp;","listText":"就是黄金实物不够提了呗[无语]&nbsp;&nbsp;","text":"就是黄金实物不够提了呗[无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496046477972232","repostId":"1121673171","repostType":2,"repost":{"id":"1121673171","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":1762133980,"share":"https://www.laohu8.com/m/news/1121673171?lang=&edition=full","pubTime":"2025-11-03 09:39","market":"us","language":"zh","title":"港股异动 | 黄金零售品牌商集体下挫，老铺黄金跌超9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1121673171","media":"老虎资讯综合","summary":"11月3日，港股$老铺黄金(06181)$盘中跌超9%，此前中国取消黄金税收优惠政策。","content":"<html><head></head><body><p>11月3日，港股黄金零售品牌商集体下挫，<a href=\"https://laohu8.com/S/06181\">老铺黄金</a>盘中跌超9%，<a href=\"https://laohu8.com/S/01929\">周大福</a>跌超7%，<a href=\"https://laohu8.com/S/00116\">周生生</a>、<a href=\"https://laohu8.com/S/00590\">六福集团</a>跌超6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31055e91983936df8d5d6f26bc6f1c1b\" title=\"\" tg-width=\"904\" tg-height=\"582\"/></p><p>消息面上，10月30日，世界黄金协会最新发布的数据显示，三季度黄金投资需求激增至537吨，同比增长47%，其中，中国投资者在金条与金币领域的购买力尤为突出，单季度购买了74吨。11月1日，财政部、国家税务总局发布《关于黄金有关税收政策的公告》明确黄金有关税收政策。</p><p style=\"text-align: justify;\">国信证券指出，整体内容看，黄金税收新政策总体上明确了黄金原料的用途，并对此实施差异化的税收管理，引导市场参与者减少对黄金的投机行为，同时规范市场经营，促进行业健康竞争。中信建投发布研报称，对于终端消费者而言，购买黄金饰品价格预计将提升，具体提升幅度要看黄金饰品企业的成本转移幅度，向金交所会员单位购买金条或不受影响。</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>港股异动 | 黄金零售品牌商集体下挫，老铺黄金跌超9% </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港股异动 | 黄金零售品牌商集体下挫，老铺黄金跌超9% \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\">2025-11-03 09:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月3日，港股黄金零售品牌商集体下挫，<a href=\"https://laohu8.com/S/06181\">老铺黄金</a>盘中跌超9%，<a href=\"https://laohu8.com/S/01929\">周大福</a>跌超7%，<a href=\"https://laohu8.com/S/00116\">周生生</a>、<a href=\"https://laohu8.com/S/00590\">六福集团</a>跌超6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31055e91983936df8d5d6f26bc6f1c1b\" title=\"\" tg-width=\"904\" tg-height=\"582\"/></p><p>消息面上，10月30日，世界黄金协会最新发布的数据显示，三季度黄金投资需求激增至537吨，同比增长47%，其中，中国投资者在金条与金币领域的购买力尤为突出，单季度购买了74吨。11月1日，财政部、国家税务总局发布《关于黄金有关税收政策的公告》明确黄金有关税收政策。</p><p style=\"text-align: justify;\">国信证券指出，整体内容看，黄金税收新政策总体上明确了黄金原料的用途，并对此实施差异化的税收管理，引导市场参与者减少对黄金的投机行为，同时规范市场经营，促进行业健康竞争。中信建投发布研报称，对于终端消费者而言，购买黄金饰品价格预计将提升，具体提升幅度要看黄金饰品企业的成本转移幅度，向金交所会员单位购买金条或不受影响。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1d244c78090ebb3923bbecebff5ffcb8","relate_stocks":{"06181":"老铺黄金","SG9999001051.SGD":"United Asia Fund SGD","BK1227":"服装、服饰与奢侈品"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121673171","content_text":"11月3日，港股黄金零售品牌商集体下挫，老铺黄金盘中跌超9%，周大福跌超7%，周生生、六福集团跌超6%。消息面上，10月30日，世界黄金协会最新发布的数据显示，三季度黄金投资需求激增至537吨，同比增长47%，其中，中国投资者在金条与金币领域的购买力尤为突出，单季度购买了74吨。11月1日，财政部、国家税务总局发布《关于黄金有关税收政策的公告》明确黄金有关税收政策。国信证券指出，整体内容看，黄金税收新政策总体上明确了黄金原料的用途，并对此实施差异化的税收管理，引导市场参与者减少对黄金的投机行为，同时规范市场经营，促进行业健康竞争。中信建投发布研报称，对于终端消费者而言，购买黄金饰品价格预计将提升，具体提升幅度要看黄金饰品企业的成本转移幅度，向金交所会员单位购买金条或不受影响。","news_type":1,"symbols_score_info":{"06181":2}},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494039914050424,"gmtCreate":1761636389225,"gmtModify":1761636449040,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"12:50，人家财报数据早出了，老虎还是太慢了信息压根收集不到","listText":"12:50，人家财报数据早出了，老虎还是太慢了信息压根收集不到","text":"12:50，人家财报数据早出了，老虎还是太慢了信息压根收集不到","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494039914050424","repostId":"1199588398","repostType":2,"repost":{"id":"1199588398","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1761627043,"share":"https://www.laohu8.com/m/news/1199588398?lang=&edition=full","pubTime":"2025-10-28 12:50","market":"hk","language":"zh","title":"异动解读 | 艾马克技术公司夜盘大跌5.06%，季报发布及CEO接班计划引发投资者担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1199588398","media":"异动解读","summary":"艾马克技术公司在夜盘交易中股价大幅下跌5.06%，引发市场广泛关注。这一显著跌幅主要源于公司在美股收盘后发布的两项重要公告：2025年第三季度财务报告和首席执行官的接班计划。在科技行业，领导层的变动往往会对公司短期内的股价产生显著影响，特别是如果新任CEO的选择或过渡计划不符合市场预期。艾马克技术公司股价的后续表现将很大程度上取决于管理层如何有效沟通公司的战略规划和应对市场挑战的能力。","content":"<p>艾马克技术公司（股票代码：AMKR）在夜盘交易中股价大幅下跌5.06%，引发市场广泛关注。这一显著跌幅主要源于公司在美股收盘后发布的两项重要公告：2025年第三季度财务报告和首席执行官的接班计划。</p>\n\n<p>虽然具体财报数据尚未完全公开，但投资者的负面反应表明，公司的业绩可能未能达到市场预期。在当前科技行业面临诸多挑战的背景下，任何低于预期的财务表现都可能引发投资者的担忧，进而导致股价下跌。</p>\n\n<p>此外，首席执行官更替计划的宣布也为公司前景增添了不确定性。在科技行业，领导层的变动往往会对公司短期内的股价产生显著影响，特别是如果新任CEO的选择或过渡计划不符合市场预期。分析人士指出，投资者将密切关注公司在随后的财报电话会议中提供的更多细节，以评估公司未来的发展方向和潜在风险。艾马克技术公司股价的后续表现将很大程度上取决于管理层如何有效沟通公司的战略规划和应对市场挑战的能力。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读 | 艾马克技术公司夜盘大跌5.06%，季报发布及CEO接班计划引发投资者担忧</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异动解读 | 艾马克技术公司夜盘大跌5.06%，季报发布及CEO接班计划引发投资者担忧\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-10-28 12:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>艾马克技术公司（股票代码：AMKR）在夜盘交易中股价大幅下跌5.06%，引发市场广泛关注。这一显著跌幅主要源于公司在美股收盘后发布的两项重要公告：2025年第三季度财务报告和首席执行官的接班计划。</p>\n\n<p>虽然具体财报数据尚未完全公开，但投资者的负面反应表明，公司的业绩可能未能达到市场预期。在当前科技行业面临诸多挑战的背景下，任何低于预期的财务表现都可能引发投资者的担忧，进而导致股价下跌。</p>\n\n<p>此外，首席执行官更替计划的宣布也为公司前景增添了不确定性。在科技行业，领导层的变动往往会对公司短期内的股价产生显著影响，特别是如果新任CEO的选择或过渡计划不符合市场预期。分析人士指出，投资者将密切关注公司在随后的财报电话会议中提供的更多细节，以评估公司未来的发展方向和潜在风险。艾马克技术公司股价的后续表现将很大程度上取决于管理层如何有效沟通公司的战略规划和应对市场挑战的能力。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMKR":"艾马克技术公司"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199588398","content_text":"艾马克技术公司（股票代码：AMKR）在夜盘交易中股价大幅下跌5.06%，引发市场广泛关注。这一显著跌幅主要源于公司在美股收盘后发布的两项重要公告：2025年第三季度财务报告和首席执行官的接班计划。\n虽然具体财报数据尚未完全公开，但投资者的负面反应表明，公司的业绩可能未能达到市场预期。在当前科技行业面临诸多挑战的背景下，任何低于预期的财务表现都可能引发投资者的担忧，进而导致股价下跌。\n此外，首席执行官更替计划的宣布也为公司前景增添了不确定性。在科技行业，领导层的变动往往会对公司短期内的股价产生显著影响，特别是如果新任CEO的选择或过渡计划不符合市场预期。分析人士指出，投资者将密切关注公司在随后的财报电话会议中提供的更多细节，以评估公司未来的发展方向和潜在风险。艾马克技术公司股价的后续表现将很大程度上取决于管理层如何有效沟通公司的战略规划和应对市场挑战的能力。","news_type":1,"symbols_score_info":{"AMKR":1}},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494002577613096,"gmtCreate":1761627019224,"gmtModify":1761627020963,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMKR\">$艾马克技术公司(AMKR)$ </a> 不争气啊[流泪]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMKR\">$艾马克技术公司(AMKR)$ </a> 不争气啊[流泪]&nbsp;&nbsp;","text":"$艾马克技术公司(AMKR)$ 不争气啊[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494002577613096","isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491364410790656,"gmtCreate":1760982762089,"gmtModify":1760982763851,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 你就这么不争气？","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 你就这么不争气？","text":"$甲骨文(ORCL)$ 你就这么不争气？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491364410790656","isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491243166466608,"gmtCreate":1760953280054,"gmtModify":1760953282286,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"稀释那么多，不跌才怪","listText":"稀释那么多，不跌才怪","text":"稀释那么多，不跌才怪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491243166466608","repostId":"1170586209","repostType":2,"repost":{"id":"1170586209","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1760949276,"share":"https://www.laohu8.com/m/news/1170586209?lang=&edition=full","pubTime":"2025-10-20 16:34","market":"us","language":"zh","title":"异动解读 | Beyond Meat盘前大涨81%，或为超跌反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1170586209","media":"异动解读","summary":"\"人造肉第一股\"Beyond Meat今日盘前大涨81.23%，引发市场广泛关注。这一显著涨幅可能是对上周大跌的反弹，但具体原因仍不明确。据悉，Beyond Meat股票在上周经历了惊人的67.88%跌幅。值得注意的是，TD Cowen分析师Robert Moskow仍维持对Beyond Meat的卖出评级，并将目标价从2美元大幅下调至0.8美元，这一负面评级似乎并未影响投资者的热情。目前，市场上尚未出现能够解释这一大幅上涨的明确利好消息。","content":"<p>\"人造肉第一股\"Beyond Meat（BYND）今日盘前大涨81.23%，引发市场广泛关注。这一显著涨幅可能是对上周大跌的反弹，但具体原因仍不明确。</p>\n\n<p>据悉，Beyond Meat股票在上周经历了惊人的67.88%跌幅。尽管如此，本周一开盘前，该股却出现了戏剧性的反转。值得注意的是，TD Cowen分析师Robert Moskow仍维持对Beyond Meat的卖出评级，并将目标价从2美元大幅下调至0.8美元，这一负面评级似乎并未影响投资者的热情。</p>\n\n<p>目前，市场上尚未出现能够解释这一大幅上涨的明确利好消息。分析人士推测，这可能是典型的超跌反弹现象，即在经历了上周的暴跌之后，部分投资者认为股价已被严重低估，从而引发了大规模买入。然而，考虑到公司基本面并未出现显著改善，投资者仍需谨慎对待这一波涨势的持续性。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读 | Beyond Meat盘前大涨81%，或为超跌反弹</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异动解读 | Beyond Meat盘前大涨81%，或为超跌反弹\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-10-20 16:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>\"人造肉第一股\"Beyond Meat（BYND）今日盘前大涨81.23%，引发市场广泛关注。这一显著涨幅可能是对上周大跌的反弹，但具体原因仍不明确。</p>\n\n<p>据悉，Beyond Meat股票在上周经历了惊人的67.88%跌幅。尽管如此，本周一开盘前，该股却出现了戏剧性的反转。值得注意的是，TD Cowen分析师Robert Moskow仍维持对Beyond Meat的卖出评级，并将目标价从2美元大幅下调至0.8美元，这一负面评级似乎并未影响投资者的热情。</p>\n\n<p>目前，市场上尚未出现能够解释这一大幅上涨的明确利好消息。分析人士推测，这可能是典型的超跌反弹现象，即在经历了上周的暴跌之后，部分投资者认为股价已被严重低估，从而引发了大规模买入。然而，考虑到公司基本面并未出现显著改善，投资者仍需谨慎对待这一波涨势的持续性。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYND":"Beyond Meat, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170586209","content_text":"\"人造肉第一股\"Beyond Meat（BYND）今日盘前大涨81.23%，引发市场广泛关注。这一显著涨幅可能是对上周大跌的反弹，但具体原因仍不明确。\n据悉，Beyond Meat股票在上周经历了惊人的67.88%跌幅。尽管如此，本周一开盘前，该股却出现了戏剧性的反转。值得注意的是，TD Cowen分析师Robert Moskow仍维持对Beyond Meat的卖出评级，并将目标价从2美元大幅下调至0.8美元，这一负面评级似乎并未影响投资者的热情。\n目前，市场上尚未出现能够解释这一大幅上涨的明确利好消息。分析人士推测，这可能是典型的超跌反弹现象，即在经历了上周的暴跌之后，部分投资者认为股价已被严重低估，从而引发了大规模买入。然而，考虑到公司基本面并未出现显著改善，投资者仍需谨慎对待这一波涨势的持续性。","news_type":1,"symbols_score_info":{"BYND":1}},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487770759073992,"gmtCreate":1760111936914,"gmtModify":1760111938650,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMKR\">$艾马克技术公司(AMKR)$ </a> 这么好的标的，咋就不争气呢？","listText":"<a href=\"https://laohu8.com/S/AMKR\">$艾马克技术公司(AMKR)$ </a> 这么好的标的，咋就不争气呢？","text":"$艾马克技术公司(AMKR)$ 这么好的标的，咋就不争气呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/487770759073992","isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566290818801808","authorId":"3566290818801808","name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3566290818801808","idStr":"3566290818801808"},"content":"庄家很有问题. 标的本身很硬.","text":"庄家很有问题. 标的本身很硬.","html":"庄家很有问题. 标的本身很硬."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487276609635152,"gmtCreate":1759993213927,"gmtModify":1759993215818,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a> 今晚能不能把丢失的135抢回来？","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a> 今晚能不能把丢失的135抢回来？","text":"$NEBIUS(NBIS)$ 今晚能不能把丢失的135抢回来？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487276609635152","isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487046646280448,"gmtCreate":1759936647532,"gmtModify":1759936649185,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a> so, what&nbsp; exactly&nbsp;happened?","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a> so, what&nbsp; exactly&nbsp;happened?","text":"$NEBIUS(NBIS)$ so, what exactly happened?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487046646280448","isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":484853072622008,"gmtCreate":1759401213381,"gmtModify":1759401215420,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a> 今晚10个点？","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a> 今晚10个点？","text":"$NEBIUS(NBIS)$ 今晚10个点？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484853072622008","isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484097949823112,"gmtCreate":1759238198415,"gmtModify":1759238200095,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a> 兄弟，上，今晚破120","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a> 兄弟，上，今晚破120","text":"$NEBIUS(NBIS)$ 兄弟，上，今晚破120","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484097949823112","isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484113281601864,"gmtCreate":1759220711896,"gmtModify":1759220713715,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WOLF\">$Wolfspeed Inc.(WOLF)$&nbsp;</a> 我的旧call怎么算？？","listText":"<a href=\"https://laohu8.com/S/WOLF\">$Wolfspeed Inc.(WOLF)$&nbsp;</a> 我的旧call怎么算？？","text":"$Wolfspeed Inc.(WOLF)$ 我的旧call怎么算？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":9,"repostSize":1,"link":"https://laohu8.com/post/484113281601864","isVote":1,"tweetType":1,"viewCount":3480,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577663334956222","authorId":"3577663334956222","name":"Jeffchung","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3577663334956222","idStr":"3577663334956222"},"content":"没有办法，流通性很差，很难卖出去","text":"没有办法，流通性很差，很难卖出去","html":"没有办法，流通性很差，很难卖出去"},{"author":{"id":"4198641237481332","authorId":"4198641237481332","name":"胡大麦","avatar":"https://static.tigerbbs.com/32db3945f6b5bcb93e3a47a0b1bacf80","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"4198641237481332","idStr":"4198641237481332"},"content":"怎么算行权价跟行权数呢","text":"怎么算行权价跟行权数呢","html":"怎么算行权价跟行权数呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":483908364849296,"gmtCreate":1759170152420,"gmtModify":1759170154617,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"AI写的文章？","listText":"AI写的文章？","text":"AI写的文章？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/483908364849296","repostId":"2571355501","repostType":2,"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":483836454424576,"gmtCreate":1759153326094,"gmtModify":1759153327823,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$&nbsp;</a> 今晚翻倍？[开心]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$&nbsp;</a> 今晚翻倍？[开心]&nbsp;&nbsp;","text":"$Tilray Inc.(TLRY)$ 今晚翻倍？[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/483836454424576","isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":483800534478888,"gmtCreate":1759144592966,"gmtModify":1759144594949,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LRMR\">$Larimar Therapeutics, Inc.(LRMR)$ </a> 啥情况？药效不理想？","listText":"<a href=\"https://laohu8.com/S/LRMR\">$Larimar Therapeutics, Inc.(LRMR)$ </a> 啥情况？药效不理想？","text":"$Larimar Therapeutics, Inc.(LRMR)$ 啥情况？药效不理想？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/483800534478888","isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":483800723890896,"gmtCreate":1759144202448,"gmtModify":1759144204315,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GFS\">$GLOBALFOUNDRIES Inc.(GFS)$&nbsp;</a> 上周没下决心上车[流泪]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/GFS\">$GLOBALFOUNDRIES Inc.(GFS)$&nbsp;</a> 上周没下决心上车[流泪]&nbsp;&nbsp;","text":"$GLOBALFOUNDRIES Inc.(GFS)$ 上周没下决心上车[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/483800723890896","isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482688202576712,"gmtCreate":1758872591049,"gmtModify":1758872592817,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a> 今晚能上120吗？","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a> 今晚能上120吗？","text":"$NEBIUS(NBIS)$ 今晚能上120吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482688202576712","isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482332330373200,"gmtCreate":1758785376599,"gmtModify":1758785378824,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"这应该是不错的利好啊，股价不给点反应？","listText":"这应该是不错的利好啊，股价不给点反应？","text":"这应该是不错的利好啊，股价不给点反应？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482332330373200","repostId":"2569570397","repostType":2,"repost":{"id":"2569570397","kind":"news","pubTimestamp":1758711607,"share":"https://www.laohu8.com/m/news/2569570397?lang=&edition=full","pubTime":"2025-09-24 19:00","market":"fut","language":"zh","title":"应用材料(AMAT.US)与格芯(GFS.US)合作，推进AI和AR光子技术","url":"https://stock-news.laohu8.com/highlight/detail?id=2569570397","media":"智通财经","summary":"智通财经APP获悉，应用材料(AMAT.US)与格芯(GFS.US)宣布建立全新合作伙伴关系，共同推动光子技术在人工智能应用领域的发展，特别是在增强现实(AR)与数字体验方向。双方将在格芯新加坡基地共建尖端波导制造工厂。根据协议，应用材料公司将负责开发波导元件，格芯则作为其大规模制造合作伙伴。此项合作将强化新加坡光子技术生态系统，为多元应用场景与前沿技术提供支撑。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>(AMAT.US)与格芯(GFS<span>.US</span>)宣布建立全新合作伙伴关系，共同推动光子技术在人工智能应用领域的发展，特别是在增强现实(AR)与数字体验方向。双方将在格芯新加坡基地共建尖端<a href=\"https://laohu8.com/S/600130\">波导</a>制造工厂。</p><p>根据协议，应用材料公司将负责开发波导元件，格芯则作为其大规模制造合作伙伴。</p><p>此项合作将强化新加坡光子技术生态系统，为多元应用场景与前沿技术提供支撑。</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>应用材料(AMAT.US)与格芯(GFS.US)合作，推进AI和AR光子技术</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应用材料(AMAT.US)与格芯(GFS.US)合作，推进AI和AR光子技术\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-24 19:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1349010.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，应用材料(AMAT.US)与格芯(GFS.US)宣布建立全新合作伙伴关系，共同推动光子技术在人工智能应用领域的发展，特别是在增强现实(AR)与数字体验方向。双方将在格芯新加坡基地共建尖端波导制造工厂。根据协议，应用材料公司将负责开发波导元件，格芯则作为其大规模制造合作伙伴。此项合作将强化新加坡光子技术生态系统，为多元应用场景与前沿技术提供支撑。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1349010.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4543":"AI","AR":"Antero Resources Corp","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","GFS":"GLOBALFOUNDRIES Inc.","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","BK4567":"ESG概念","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","SG9999001424.SGD":"United E-Commerce Fund SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","AMAT":"应用材料","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4516":"特朗普概念","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","BK4588":"碎股","BK4518":"OLED概念","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4605":"半导体精选","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4147":"半导体设备","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","BK4519":"光伏太阳能","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0444971666.USD":"天利全球科技基金"},"source_url":"http://www.zhitongcaijing.com/content/detail/1349010.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2569570397","content_text":"智通财经APP获悉，应用材料(AMAT.US)与格芯(GFS.US)宣布建立全新合作伙伴关系，共同推动光子技术在人工智能应用领域的发展，特别是在增强现实(AR)与数字体验方向。双方将在格芯新加坡基地共建尖端波导制造工厂。根据协议，应用材料公司将负责开发波导元件，格芯则作为其大规模制造合作伙伴。此项合作将强化新加坡光子技术生态系统，为多元应用场景与前沿技术提供支撑。","news_type":1,"symbols_score_info":{"AMAT":1.5,"AR":1.5,"GFS":1.5}},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482250584031584,"gmtCreate":1758766153340,"gmtModify":1758766155661,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"没有实际产品，却一路狂飙，确实有点吓人啊[笑哭]&nbsp;&nbsp;","listText":"没有实际产品，却一路狂飙，确实有点吓人啊[笑哭]&nbsp;&nbsp;","text":"没有实际产品，却一路狂飙，确实有点吓人啊[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482250584031584","repostId":"1117771599","repostType":2,"repost":{"id":"1117771599","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1758721866,"share":"https://www.laohu8.com/m/news/1117771599?lang=&edition=full","pubTime":"2025-09-24 21:51","market":"us","language":"zh","title":"异动解读 | Oklo股价盘中大跌5.13%，分析师下调评级至\"中性\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1117771599","media":"异动解读","summary":"新能源公司Oklo Inc.今日盘中大跌5.13%，引发市场关注。这一跌幅出现在该公司股价经历了长期快速上涨之后，年初至今涨幅已达571.93%。消息面上，Seaport分析师Jeff Campbell最近将Oklo的股票评级从\"买入\"下调至\"中性\"。值得注意的是，Oklo于本周一举行了其首个Aurora发电厂的奠基仪式，这被视为公司发展的一个重要里程碑。这些因素综合作用，可能导致了投资者对Oklo的短期前景产生了一些疑虑，从而引发了股价的回调。","content":"<p>新能源公司Oklo Inc.（股票代码：OKLO）今日盘中大跌5.13%，引发市场关注。这一跌幅出现在该公司股价经历了长期快速上涨之后，年初至今涨幅已达571.93%。</p>\n\n<p>消息面上，Seaport分析师Jeff Campbell最近将Oklo的股票评级从\"买入\"下调至\"中性\"。Campbell表示，尽管公司业务发展有诸多积极因素，但鉴于目前的高估值，他决定暂不参与该公司的投资。值得注意的是，Oklo于本周一举行了其首个Aurora发电厂的奠基仪式，这被视为公司发展的一个重要里程碑。</p>\n\n<p>此外，市场对Oklo的关注还来自于政治层面。有报道称，美国参议员爱德华·马基向总统发信，对能源部长克里斯·赖特可能为Oklo谋取利益表示担忧，因为赖特曾是该公司的董事会成员。这些因素综合作用，可能导致了投资者对Oklo的短期前景产生了一些疑虑，从而引发了股价的回调。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读 | Oklo股价盘中大跌5.13%，分析师下调评级至\"中性\"</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异动解读 | Oklo股价盘中大跌5.13%，分析师下调评级至\"中性\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-09-24 21:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>新能源公司Oklo Inc.（股票代码：OKLO）今日盘中大跌5.13%，引发市场关注。这一跌幅出现在该公司股价经历了长期快速上涨之后，年初至今涨幅已达571.93%。</p>\n\n<p>消息面上，Seaport分析师Jeff Campbell最近将Oklo的股票评级从\"买入\"下调至\"中性\"。Campbell表示，尽管公司业务发展有诸多积极因素，但鉴于目前的高估值，他决定暂不参与该公司的投资。值得注意的是，Oklo于本周一举行了其首个Aurora发电厂的奠基仪式，这被视为公司发展的一个重要里程碑。</p>\n\n<p>此外，市场对Oklo的关注还来自于政治层面。有报道称，美国参议员爱德华·马基向总统发信，对能源部长克里斯·赖特可能为Oklo谋取利益表示担忧，因为赖特曾是该公司的董事会成员。这些因素综合作用，可能导致了投资者对Oklo的短期前景产生了一些疑虑，从而引发了股价的回调。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OKLO":"Oklo Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117771599","content_text":"新能源公司Oklo Inc.（股票代码：OKLO）今日盘中大跌5.13%，引发市场关注。这一跌幅出现在该公司股价经历了长期快速上涨之后，年初至今涨幅已达571.93%。\n消息面上，Seaport分析师Jeff Campbell最近将Oklo的股票评级从\"买入\"下调至\"中性\"。Campbell表示，尽管公司业务发展有诸多积极因素，但鉴于目前的高估值，他决定暂不参与该公司的投资。值得注意的是，Oklo于本周一举行了其首个Aurora发电厂的奠基仪式，这被视为公司发展的一个重要里程碑。\n此外，市场对Oklo的关注还来自于政治层面。有报道称，美国参议员爱德华·马基向总统发信，对能源部长克里斯·赖特可能为Oklo谋取利益表示担忧，因为赖特曾是该公司的董事会成员。这些因素综合作用，可能导致了投资者对Oklo的短期前景产生了一些疑虑，从而引发了股价的回调。","news_type":1,"symbols_score_info":{"OKLO":1}},"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481905988472888,"gmtCreate":1758676669801,"gmtModify":1758676672044,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"多空双杀？","listText":"多空双杀？","text":"多空双杀？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481905988472888","repostId":"1134130405","repostType":2,"repost":{"id":"1134130405","kind":"news","pubTimestamp":1758665020,"share":"https://www.laohu8.com/m/news/1134130405?lang=&edition=full","pubTime":"2025-09-24 06:03","market":"us","language":"zh","title":"AI需求给力！美光上季营收劲增46%，本季指引碾压预期再创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1134130405","media":"华尔街见闻","summary":"美光截至上月末的第四财季业绩加速增长，超越本已上调的公司指引。美光还预计，本财季的营收将刷新前一季所创的最高纪录，且增幅碾压分析师预期。美光全财年的营收同比增长49%，至创纪录的374亿美元。美光四季度的EPS保持三位数同比增速，同比增长超一倍至3.03美元，较分析师预期高近6%。本次财报称，近期已向客户交付HBM4产品样品。","content":"<html><head></head><body><blockquote><p>第四财季美光营收超预期增长46%，EPS翻倍增长、较分析师预期高6%，且超过美光大幅上调至少10%的指引区间，HBM营收创新高；指引中值显示，第一财季美光营收料增超40%、刷新上一季所创营收纪录，EPS再翻倍增长、较分析师预期高逾20%。股价盘后一度涨超4%。CEO称，美光HBM客户扩大至六家；未来几个月，明年HBM产品将订购一空。</p></blockquote><p style=\"text-align: justify;\">存储芯片巨头美光科技不但交出了骄人的上财季成绩单，还给出了比华尔街预期更强劲的本财季指引，传出人工智能（AI）需求格外强劲的好消息。</p><p style=\"text-align: justify;\">美光截至上月末的第四财季业绩加速增长，超越本已上调的公司指引。AI基础设施建设关键产品——高带宽内存（HBM）继续强劲增长、营收创新高，推动整个数据中心业务全财年创新高。美光还预计，本财季的营收将刷新前一季所创的最高纪录，且增幅碾压分析师预期。</p><p style=\"text-align: justify;\">至此，美光已连续七个季度实现盈利。通常DRAM（内存）周期持续六到八个季度。这次财报带来了AI繁荣有望延长周期的好消息。评论认为，指引证明，美光已成为AI领域支出增长的主要受益者，其HBM对开发AI模型的芯片和系统至关重要，让公司能获得丰厚利润。</p><p style=\"text-align: justify;\">财报公布后，周二收涨逾1%的美光股价拉升，盘后一度涨超4%，此后涨幅收窄到不足1%以内。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e3d0e41d5fb38e4727a3aec966ac4a7\" tg-width=\"833\" tg-height=\"828\"/></p><p style=\"text-align: justify;\">美东时间9月23日周二美股盘后，美光科技公布截至2025年8月28日的2025财年第四财季（下称四季度）财务数据，并提供2026财年第一财季（一季度）业绩指引。</p><p style=\"text-align: justify;\"><strong>1）主要财务数据</strong>：</p><blockquote><p style=\"text-align: justify;\">营业收入：四季度营收约为113.2亿美元，同比增长46%，分析师预期111.5亿美元，公司指引为111亿至113亿美元，上一财季同比增长36.6%。</p><p style=\"text-align: justify;\">EPS：四季度非GAAP口径下调整后的稀释后每股收益（EPS）为3.03美元，同比增长156.8%，分析师预期2.86美元，公司指引为2.78至2.92美元，上一财季同比增长208%。</p><p style=\"text-align: justify;\">营业利润：四季度调整后营业利润为39.55亿美元，同比增长126.6%，分析师预期37.23亿美元，上一财季同比增长164.6%。</p><p style=\"text-align: justify;\">毛利率：四季度调整后毛利率为45.7%，同比提高9.2个百分点，分析师预期44.1%，公司指引为44%至45%，上一财季为39%。</p></blockquote><p style=\"text-align: justify;\"><strong>2）细分业务数据</strong>：</p><blockquote><p style=\"text-align: justify;\"><strong>DRAM</strong>：四季度DRAM（内存）营收90亿美元，环比增长27%，约占总营收的79%，上一财季环比增长15%、占总营收76%。</p><p style=\"text-align: justify;\"><strong>NAND</strong>：四季度NAND（闪存）营收23亿美元，环比增长5%，约占总营收的20%，上一财季环比增长16%、占总营收23%。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62d26a2709bd994299b5fcd91fdc90c3\" tg-width=\"2560\" tg-height=\"1437\"/></p><p style=\"text-align: justify;\"><strong>3）业绩指引</strong>：</p><blockquote><p style=\"text-align: justify;\"><strong>营收</strong>：一季度营收预计为125亿美元、上下浮动3亿美元，即指引区间为122亿至128亿美元，分析师预期119亿美元。</p><p style=\"text-align: justify;\"><strong>EPS</strong>：一季度调整后的稀释后EPS为3.75美元、上下浮动0.15美元，即指引区间为3.60至3.90美元，分析师预期3.05美元。</p><p style=\"text-align: justify;\"><strong>毛利率</strong>：一季度调整后的毛利率为51.5%、上下浮动1个百分点，即指引区间为50.5%至52.5%。</p></blockquote><h2 id=\"id_3815870528\">四季度营收超预期增长46% EPS超过已大幅上调的指引 HBM营收创新高 </h2><p style=\"text-align: justify;\">一个月前，美光因DRAM定价有所改善而将全面上调四季度业绩指引，其中营收指引区间的低端上调6.7%、高端上调2.7%，EPS指引区间大幅上调至少约10%，毛利率指引区间至少上调2个百分点。</p><p style=\"text-align: justify;\">本周二公布的财报显示，美光四季度营收较前一季加快增长，同比增速从前一季度的不足37%提升到46%，营收接近113.2亿美元，刷新前一季所创的单季最高纪录，而且超过了公司的整个指引区间，分析师预期还接近指引区间的低端。</p><p style=\"text-align: justify;\">美光全财年的营收同比增长49%，至创纪录的374亿美元。</p><p style=\"text-align: justify;\">美光四季度的EPS保持三位数同比增速，同比增长超一倍至3.03美元，较分析师预期高近6%。四季度EPS和毛利率均高于公司的整个上调后指引区间。</p><p style=\"text-align: justify;\">财报显示，四季度HBM营收创单季新高，包括为数据中心客户提供HBM在内，美光专注为超大规模云计算客户服务的云存储业务（CMBU）营收45.43亿美元，同比增长213.5%。</p><p style=\"text-align: justify;\">美光CEO Sanjay Mehrotra评论称，美光2025财年取得了创纪录的业绩，其中四季度的表现尤其出色，证明了公司在技术、产品和运营方面的领先地位。2025财年，美光的数据中心业务取得了历史最佳业绩，并以强劲的势头和迄今最具竞争力的产品组合进入2026财年。</p><h2 id=\"id_3724598085\">一季度营收料增超40% EPS再翻倍增长</h2><p style=\"text-align: justify;\">业绩指引显示，美光预计，一季度，美光将史上首次单季营收超过120亿美元，继续四季度之后再创营收纪录。而分析师预期还不足120亿美元。美光的整个指引区间都高于分析师预期。</p><p style=\"text-align: justify;\">一季度的营收指引区间中值为125亿美元，意味着营收将同比增长43.5%，较分析师预期营收高约5%。</p><p style=\"text-align: justify;\">一季度EPS指引中值3.75美元意味着，EPS将同比增长109.5%，较分析师预期高约23%。</p><p style=\"text-align: justify;\">市场形势方面，美光预计，到自然年2026年、即明年，DRAM市场供应将继续紧张，NAND市场状况将持续好转。中期来看，美光预计DRAM和NAND的行业需求复合年增长率将达到15%左右。</p><p style=\"text-align: justify;\">美光在2025财年共投入138亿美元用于资本支出。由于持续加大对1γ DRAM和HBM相关技术的投资，目前美光预计，2026财年的资本支出将高于2025财年水平。</p><h2 id=\"id_19682424\">HBM客户扩大至六家 未来几个月明年HBM将订购一空</h2><p style=\"text-align: justify;\">公布财报的同时，美光CEO Sanjay Mehrotra透露，美光的HBM客户群已扩大至六家，并预计未来几个月，美光明年的HBM产品就都将订购一空。他说：</p><blockquote><p style=\"text-align: justify;\">“我们已经与几乎所有客户就2026自然年大部分HBM3E产品的价格达成协议。我们正在与客户积极讨论HBM4产品的规格和供货量，预计在未来几个月内，我们将与客户达成协议，实现2026年剩余HBM产品销罄。”</p></blockquote><p style=\"text-align: justify;\">HBM4是目前HBM3标准的进化版，提供更高的带宽、更低的功耗和更大的芯片容量。它具备2048位元接口，每个内存堆叠的传输速率超过2.0 TB/s，性能较前代提升超60%，功耗较美光目前业内领先的HBM3E 12H产品低20%。</p><p style=\"text-align: justify;\">美光从6月开始向主要客户发送其36GB HBM4 12H（12层堆叠）内存样品。本次财报称，近期已向客户交付HBM4产品样品。尽管外界对HBM4带宽和引脚速度方面的性能要求不断提高，美光的HBM4 12H产品仍按计划推进，能够满足客户平台扩容的需求。</p></body></html>","source":"wallstreetcn_api","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>AI需求给力！美光上季营收劲增46%，本季指引碾压预期再创新高</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\">\nAI需求给力！美光上季营收劲增46%，本季指引碾压预期再创新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-24 06:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3756138><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>第四财季美光营收超预期增长46%，EPS翻倍增长、较分析师预期高6%，且超过美光大幅上调至少10%的指引区间，HBM营收创新高；指引中值显示，第一财季美光营收料增超40%、刷新上一季所创营收纪录，EPS再翻倍增长、较分析师预期高逾20%。股价盘后一度涨超4%。CEO称，美光HBM客户扩大至六家；未来几个月，明年HBM产品将订购一空。存储芯片巨头美光科技不但交出了骄人的上财季成绩单，还给出了比华尔街...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3756138\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"MU":"美光科技"},"source_url":"https://wallstreetcn.com/articles/3756138","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134130405","content_text":"第四财季美光营收超预期增长46%，EPS翻倍增长、较分析师预期高6%，且超过美光大幅上调至少10%的指引区间，HBM营收创新高；指引中值显示，第一财季美光营收料增超40%、刷新上一季所创营收纪录，EPS再翻倍增长、较分析师预期高逾20%。股价盘后一度涨超4%。CEO称，美光HBM客户扩大至六家；未来几个月，明年HBM产品将订购一空。存储芯片巨头美光科技不但交出了骄人的上财季成绩单，还给出了比华尔街预期更强劲的本财季指引，传出人工智能（AI）需求格外强劲的好消息。美光截至上月末的第四财季业绩加速增长，超越本已上调的公司指引。AI基础设施建设关键产品——高带宽内存（HBM）继续强劲增长、营收创新高，推动整个数据中心业务全财年创新高。美光还预计，本财季的营收将刷新前一季所创的最高纪录，且增幅碾压分析师预期。至此，美光已连续七个季度实现盈利。通常DRAM（内存）周期持续六到八个季度。这次财报带来了AI繁荣有望延长周期的好消息。评论认为，指引证明，美光已成为AI领域支出增长的主要受益者，其HBM对开发AI模型的芯片和系统至关重要，让公司能获得丰厚利润。财报公布后，周二收涨逾1%的美光股价拉升，盘后一度涨超4%，此后涨幅收窄到不足1%以内。美东时间9月23日周二美股盘后，美光科技公布截至2025年8月28日的2025财年第四财季（下称四季度）财务数据，并提供2026财年第一财季（一季度）业绩指引。1）主要财务数据：营业收入：四季度营收约为113.2亿美元，同比增长46%，分析师预期111.5亿美元，公司指引为111亿至113亿美元，上一财季同比增长36.6%。EPS：四季度非GAAP口径下调整后的稀释后每股收益（EPS）为3.03美元，同比增长156.8%，分析师预期2.86美元，公司指引为2.78至2.92美元，上一财季同比增长208%。营业利润：四季度调整后营业利润为39.55亿美元，同比增长126.6%，分析师预期37.23亿美元，上一财季同比增长164.6%。毛利率：四季度调整后毛利率为45.7%，同比提高9.2个百分点，分析师预期44.1%，公司指引为44%至45%，上一财季为39%。2）细分业务数据：DRAM：四季度DRAM（内存）营收90亿美元，环比增长27%，约占总营收的79%，上一财季环比增长15%、占总营收76%。NAND：四季度NAND（闪存）营收23亿美元，环比增长5%，约占总营收的20%，上一财季环比增长16%、占总营收23%。3）业绩指引：营收：一季度营收预计为125亿美元、上下浮动3亿美元，即指引区间为122亿至128亿美元，分析师预期119亿美元。EPS：一季度调整后的稀释后EPS为3.75美元、上下浮动0.15美元，即指引区间为3.60至3.90美元，分析师预期3.05美元。毛利率：一季度调整后的毛利率为51.5%、上下浮动1个百分点，即指引区间为50.5%至52.5%。四季度营收超预期增长46% EPS超过已大幅上调的指引 HBM营收创新高 一个月前，美光因DRAM定价有所改善而将全面上调四季度业绩指引，其中营收指引区间的低端上调6.7%、高端上调2.7%，EPS指引区间大幅上调至少约10%，毛利率指引区间至少上调2个百分点。本周二公布的财报显示，美光四季度营收较前一季加快增长，同比增速从前一季度的不足37%提升到46%，营收接近113.2亿美元，刷新前一季所创的单季最高纪录，而且超过了公司的整个指引区间，分析师预期还接近指引区间的低端。美光全财年的营收同比增长49%，至创纪录的374亿美元。美光四季度的EPS保持三位数同比增速，同比增长超一倍至3.03美元，较分析师预期高近6%。四季度EPS和毛利率均高于公司的整个上调后指引区间。财报显示，四季度HBM营收创单季新高，包括为数据中心客户提供HBM在内，美光专注为超大规模云计算客户服务的云存储业务（CMBU）营收45.43亿美元，同比增长213.5%。美光CEO Sanjay Mehrotra评论称，美光2025财年取得了创纪录的业绩，其中四季度的表现尤其出色，证明了公司在技术、产品和运营方面的领先地位。2025财年，美光的数据中心业务取得了历史最佳业绩，并以强劲的势头和迄今最具竞争力的产品组合进入2026财年。一季度营收料增超40% EPS再翻倍增长业绩指引显示，美光预计，一季度，美光将史上首次单季营收超过120亿美元，继续四季度之后再创营收纪录。而分析师预期还不足120亿美元。美光的整个指引区间都高于分析师预期。一季度的营收指引区间中值为125亿美元，意味着营收将同比增长43.5%，较分析师预期营收高约5%。一季度EPS指引中值3.75美元意味着，EPS将同比增长109.5%，较分析师预期高约23%。市场形势方面，美光预计，到自然年2026年、即明年，DRAM市场供应将继续紧张，NAND市场状况将持续好转。中期来看，美光预计DRAM和NAND的行业需求复合年增长率将达到15%左右。美光在2025财年共投入138亿美元用于资本支出。由于持续加大对1γ DRAM和HBM相关技术的投资，目前美光预计，2026财年的资本支出将高于2025财年水平。HBM客户扩大至六家 未来几个月明年HBM将订购一空公布财报的同时，美光CEO Sanjay Mehrotra透露，美光的HBM客户群已扩大至六家，并预计未来几个月，美光明年的HBM产品就都将订购一空。他说：“我们已经与几乎所有客户就2026自然年大部分HBM3E产品的价格达成协议。我们正在与客户积极讨论HBM4产品的规格和供货量，预计在未来几个月内，我们将与客户达成协议，实现2026年剩余HBM产品销罄。”HBM4是目前HBM3标准的进化版，提供更高的带宽、更低的功耗和更大的芯片容量。它具备2048位元接口，每个内存堆叠的传输速率超过2.0 TB/s，性能较前代提升超60%，功耗较美光目前业内领先的HBM3E 12H产品低20%。美光从6月开始向主要客户发送其36GB HBM4 12H（12层堆叠）内存样品。本次财报称，近期已向客户交付HBM4产品样品。尽管外界对HBM4带宽和引脚速度方面的性能要求不断提高，美光的HBM4 12H产品仍按计划推进，能够满足客户平台扩容的需求。","news_type":1,"symbols_score_info":{"MU":1.1}},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":467903421030952,"gmtCreate":1755250802840,"gmtModify":1755250804086,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$&nbsp;</a> 冲啊，今晚上2刀[得意]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[开心]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$&nbsp;</a> 冲啊，今晚上2刀[得意]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[开心]&nbsp;&nbsp;","text":"$Tilray Inc.(TLRY)$ 冲啊，今晚上2刀[得意] [财迷] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/467903421030952","isVote":1,"tweetType":1,"viewCount":1415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405310890664552,"gmtCreate":1739976973928,"gmtModify":1739976975299,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$&nbsp;</a> 这财报都能上涨？？","listText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$&nbsp;</a> 这财报都能上涨？？","text":"$西方石油(OXY)$ 这财报都能上涨？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/405310890664552","isVote":1,"tweetType":1,"viewCount":2835,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546350417057242","authorId":"3546350417057242","name":"颜姐是只猫","avatar":"https://static.tigerbbs.com/bd753076d5e139bc0f0b85f3095738ad","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3546350417057242","idStr":"3546350417057242"},"content":"在赌美伊开战吧，一旦开战原油价格翻倍都可能的","text":"在赌美伊开战吧，一旦开战原油价格翻倍都可能的","html":"在赌美伊开战吧，一旦开战原油价格翻倍都可能的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484113281601864,"gmtCreate":1759220711896,"gmtModify":1759220713715,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WOLF\">$Wolfspeed Inc.(WOLF)$&nbsp;</a> 我的旧call怎么算？？","listText":"<a href=\"https://laohu8.com/S/WOLF\">$Wolfspeed Inc.(WOLF)$&nbsp;</a> 我的旧call怎么算？？","text":"$Wolfspeed Inc.(WOLF)$ 我的旧call怎么算？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":9,"repostSize":1,"link":"https://laohu8.com/post/484113281601864","isVote":1,"tweetType":1,"viewCount":3480,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577663334956222","authorId":"3577663334956222","name":"Jeffchung","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3577663334956222","idStr":"3577663334956222"},"content":"没有办法，流通性很差，很难卖出去","text":"没有办法，流通性很差，很难卖出去","html":"没有办法，流通性很差，很难卖出去"},{"author":{"id":"4198641237481332","authorId":"4198641237481332","name":"胡大麦","avatar":"https://static.tigerbbs.com/32db3945f6b5bcb93e3a47a0b1bacf80","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"4198641237481332","idStr":"4198641237481332"},"content":"怎么算行权价跟行权数呢","text":"怎么算行权价跟行权数呢","html":"怎么算行权价跟行权数呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":404104874893968,"gmtCreate":1739683810424,"gmtModify":1739683812122,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a> 佩洛西被FBI调查，TEMPAI是不是很危险？？","listText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a> 佩洛西被FBI调查，TEMPAI是不是很危险？？","text":"$Tempus AI(TEM)$ 佩洛西被FBI调查，TEMPAI是不是很危险？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/404104874893968","isVote":1,"tweetType":1,"viewCount":2084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":228589301088352,"gmtCreate":1696835604171,"gmtModify":1696835605955,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NCTY\">$第九城市(NCTY)$ &nbsp;</a>几个意思？逮着我薅吗？我一买，第二天28%，第三天23%😒😒","listText":"<a href=\"https://laohu8.com/S/NCTY\">$第九城市(NCTY)$ &nbsp;</a>几个意思？逮着我薅吗？我一买，第二天28%，第三天23%😒😒","text":"$第九城市(NCTY)$ 几个意思？逮着我薅吗？我一买，第二天28%，第三天23%😒😒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/228589301088352","isVote":1,"tweetType":1,"viewCount":2219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355027982078192,"gmtCreate":1727686281552,"gmtModify":1727686283369,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIPG\">$星竞威武(NIPG)$&nbsp;</a> 星竞是不是不算中概股？别人涨疯了，你还继续往下掉？[惊讶]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIPG\">$星竞威武(NIPG)$&nbsp;</a> 星竞是不是不算中概股？别人涨疯了，你还继续往下掉？[惊讶]&nbsp;&nbsp;","text":"$星竞威武(NIPG)$ 星竞是不是不算中概股？别人涨疯了，你还继续往下掉？[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355027982078192","isVote":1,"tweetType":1,"viewCount":1524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439486655557736,"gmtCreate":1748314966170,"gmtModify":1748316202988,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 特朗普如果禁止 台积电给小米加工，会怎样？？","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 特朗普如果禁止 台积电给小米加工，会怎样？？","text":"$小米集团-W(01810)$ 特朗普如果禁止 台积电给小米加工，会怎样？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/439486655557736","isVote":1,"tweetType":1,"viewCount":2250,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4211273837557662","authorId":"4211273837557662","name":"CloudsRipple","avatar":"https://static.tigerbbs.com/375f5eab560a57a177fcf6b4edb659d5","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4211273837557662","idStr":"4211273837557662"},"content":"现在制裁意义不大吧，而且米每年全球出那么多高通芯片的机器，搞不好制裁完自己损失小不到哪去","text":"现在制裁意义不大吧，而且米每年全球出那么多高通芯片的机器，搞不好制裁完自己损失小不到哪去","html":"现在制裁意义不大吧，而且米每年全球出那么多高通芯片的机器，搞不好制裁完自己损失小不到哪去"},{"author":{"id":"4203498746370332","authorId":"4203498746370332","name":"章鱼888","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"4203498746370332","idStr":"4203498746370332"},"content":"股价跌10个点，然后买更便宜的股票，完事","text":"股价跌10个点，然后买更便宜的股票，完事","html":"股价跌10个点，然后买更便宜的股票，完事"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":810312744,"gmtCreate":1629943990588,"gmtModify":1629943990588,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>听闻 浙商浙官 齐齐挂科了？？","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>听闻 浙商浙官 齐齐挂科了？？","text":"$阿里巴巴-SW(09988)$听闻 浙商浙官 齐齐挂科了？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/810312744","isVote":1,"tweetType":1,"viewCount":2633,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3465431827100262","authorId":"3465431827100262","name":"25d459fd","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3465431827100262","idStr":"3465431827100262"},"content":"嗯 是啊 ，阿里要完蛋了，马老师要出事了，赶紧撤出来","text":"嗯 是啊 ，阿里要完蛋了，马老师要出事了，赶紧撤出来","html":"嗯 是啊 ，阿里要完蛋了，马老师要出事了，赶紧撤出来"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360297937183016,"gmtCreate":1729003868883,"gmtModify":1729003871053,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"我去啊，不是16号盘前才发布吗？是我时差没调好？？","listText":"我去啊，不是16号盘前才发布吗？是我时差没调好？？","text":"我去啊，不是16号盘前才发布吗？是我时差没调好？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/360297937183016","repostId":"1114844025","repostType":2,"repost":{"id":"1114844025","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":1729003272,"share":"https://www.laohu8.com/m/news/1114844025?lang=&edition=full","pubTime":"2024-10-15 22:41","market":"us","language":"zh","title":"阿斯麦Q3订单远逊预期，下调2025年净销售额和毛利率指引","url":"https://stock-news.laohu8.com/highlight/detail?id=1114844025","media":"老虎资讯综合","summary":"三季度订单26.3亿欧元，市场预期53.9亿欧元。","content":"<html><head></head><body><p>阿斯麦第三季度订单26.3亿欧元，市场预期53.9亿欧元。</p><p>第三季度毛利率为50.8%，市场预期为50.7%。</p><p>阿斯麦预计2024年第四季度的总净销售额将在88亿至92亿欧元之间，毛利率在49%至50%之间，基本符合预期。2024全年总净销售额预计达到约280亿欧元。</p><p style=\"text-align: justify;\">然而，该公司下调了对2025年的增长预期，特别是EUV设备的需求，由于客户对新技术节点的谨慎态度以及逻辑芯片市场复苏的缓慢，EUV需求的时间点延迟，导致公司对未来的预期低于此前给出的区间。阿斯麦预计2025年总净销售额将在300亿至350亿欧元之间，处于分析师预估区间的中下端，分析师预期359.4亿欧元；毛利率则会维持在51%至53%，公司原本预计大约54%-56%。</p><p style=\"text-align: justify;\">阿斯麦总裁兼首席执行官Christophe Fouquet在声明中表示：“虽然人工智能领域的强劲发展带来了一定的上行潜力，其他市场的复苏速度慢于预期，导致客户更加谨慎。特别是在逻辑芯片领域，由于代工厂竞争激烈，新节点的推广速度放缓，对光刻设备的需求时间表也因此发生了变化。”</p><p style=\"text-align: justify;\">公司还宣布，将于2024年11月7日支付每股1.52欧元的中期股息。此外，公司在第三季度未进行任何股票回购。自7月创下历史新高以来，这家欧洲最有价值的技术公司股价已下跌30%。原因是美国可能对其他国家业务实施更多限制，以及该行业整体疲软。</p><p>截至发稿，阿斯麦大跌超13%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64a69936c6b95f86571c75c4b7e7adae\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿斯麦Q3订单远逊预期，下调2025年净销售额和毛利率指引</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阿斯麦Q3订单远逊预期，下调2025年净销售额和毛利率指引\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\">2024-10-15 22:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>阿斯麦第三季度订单26.3亿欧元，市场预期53.9亿欧元。</p><p>第三季度毛利率为50.8%，市场预期为50.7%。</p><p>阿斯麦预计2024年第四季度的总净销售额将在88亿至92亿欧元之间，毛利率在49%至50%之间，基本符合预期。2024全年总净销售额预计达到约280亿欧元。</p><p style=\"text-align: justify;\">然而，该公司下调了对2025年的增长预期，特别是EUV设备的需求，由于客户对新技术节点的谨慎态度以及逻辑芯片市场复苏的缓慢，EUV需求的时间点延迟，导致公司对未来的预期低于此前给出的区间。阿斯麦预计2025年总净销售额将在300亿至350亿欧元之间，处于分析师预估区间的中下端，分析师预期359.4亿欧元；毛利率则会维持在51%至53%，公司原本预计大约54%-56%。</p><p style=\"text-align: justify;\">阿斯麦总裁兼首席执行官Christophe Fouquet在声明中表示：“虽然人工智能领域的强劲发展带来了一定的上行潜力，其他市场的复苏速度慢于预期，导致客户更加谨慎。特别是在逻辑芯片领域，由于代工厂竞争激烈，新节点的推广速度放缓，对光刻设备的需求时间表也因此发生了变化。”</p><p style=\"text-align: justify;\">公司还宣布，将于2024年11月7日支付每股1.52欧元的中期股息。此外，公司在第三季度未进行任何股票回购。自7月创下历史新高以来，这家欧洲最有价值的技术公司股价已下跌30%。原因是美国可能对其他国家业务实施更多限制，以及该行业整体疲软。</p><p>截至发稿，阿斯麦大跌超13%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64a69936c6b95f86571c75c4b7e7adae\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9a5bf70230b34046657c91800556952","relate_stocks":{"ASML":"阿斯麦"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114844025","content_text":"阿斯麦第三季度订单26.3亿欧元，市场预期53.9亿欧元。第三季度毛利率为50.8%，市场预期为50.7%。阿斯麦预计2024年第四季度的总净销售额将在88亿至92亿欧元之间，毛利率在49%至50%之间，基本符合预期。2024全年总净销售额预计达到约280亿欧元。然而，该公司下调了对2025年的增长预期，特别是EUV设备的需求，由于客户对新技术节点的谨慎态度以及逻辑芯片市场复苏的缓慢，EUV需求的时间点延迟，导致公司对未来的预期低于此前给出的区间。阿斯麦预计2025年总净销售额将在300亿至350亿欧元之间，处于分析师预估区间的中下端，分析师预期359.4亿欧元；毛利率则会维持在51%至53%，公司原本预计大约54%-56%。阿斯麦总裁兼首席执行官Christophe Fouquet在声明中表示：“虽然人工智能领域的强劲发展带来了一定的上行潜力，其他市场的复苏速度慢于预期，导致客户更加谨慎。特别是在逻辑芯片领域，由于代工厂竞争激烈，新节点的推广速度放缓，对光刻设备的需求时间表也因此发生了变化。”公司还宣布，将于2024年11月7日支付每股1.52欧元的中期股息。此外，公司在第三季度未进行任何股票回购。自7月创下历史新高以来，这家欧洲最有价值的技术公司股价已下跌30%。原因是美国可能对其他国家业务实施更多限制，以及该行业整体疲软。截至发稿，阿斯麦大跌超13%。","news_type":1,"symbols_score_info":{"ASML":1.1}},"isVote":1,"tweetType":1,"viewCount":1021,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3454016442520150","authorId":"3454016442520150","name":"中概股的诱惑","avatar":"https://static.tigerbbs.com/579af92b0fbae0801019dac7cfc5abc5","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3454016442520150","idStr":"3454016442520150"},"content":"哈哈哈，735的put期权没买。结果30倍没有了。","text":"哈哈哈，735的put期权没买。结果30倍没有了。","html":"哈哈哈，735的put期权没买。结果30倍没有了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":815399786,"gmtCreate":1630640890345,"gmtModify":1630640890345,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>听闻蚂蚁金服要把部分业务拆解出来跟国资合作成立个人信用管理公司？求证实或证伪","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>听闻蚂蚁金服要把部分业务拆解出来跟国资合作成立个人信用管理公司？求证实或证伪","text":"$阿里巴巴-SW(09988)$听闻蚂蚁金服要把部分业务拆解出来跟国资合作成立个人信用管理公司？求证实或证伪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/815399786","isVote":1,"tweetType":1,"viewCount":5314,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"content":"如果这样之后阿里这事就算解决的话，那么我觉得是利好。如果是钝刀磨肉的话。。。","text":"如果这样之后阿里这事就算解决的话，那么我觉得是利好。如果是钝刀磨肉的话。。。","html":"如果这样之后阿里这事就算解决的话，那么我觉得是利好。如果是钝刀磨肉的话。。。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383028436242536,"gmtCreate":1734541922639,"gmtModify":1734541924173,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OKLO\">$Oklo Inc.(OKLO)$&nbsp;</a> 啥情况？正20到负的？？","listText":"<a href=\"https://laohu8.com/S/OKLO\">$Oklo Inc.(OKLO)$&nbsp;</a> 啥情况？正20到负的？？","text":"$Oklo Inc.(OKLO)$ 啥情况？正20到负的？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/383028436242536","isVote":1,"tweetType":1,"viewCount":3630,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3584378650822121","authorId":"3584378650822121","name":"AAAlex","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3584378650822121","idStr":"3584378650822121"},"content":"气麻了，看到新闻盘前5分买入21.53价位，跌的时候上厕所没看到，直接不想看了","text":"气麻了，看到新闻盘前5分买入21.53价位，跌的时候上厕所没看到，直接不想看了","html":"气麻了，看到新闻盘前5分买入21.53价位，跌的时候上厕所没看到，直接不想看了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497024866173104,"gmtCreate":1762366479289,"gmtModify":1762366481526,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"title":"","htmlText":"这应该算利空吧？股价还涨了？","listText":"这应该算利空吧？股价还涨了？","text":"这应该算利空吧？股价还涨了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497024866173104","repostId":"2581711444","repostType":2,"repost":{"id":"2581711444","kind":"news","pubTimestamp":1762314364,"share":"https://www.laohu8.com/m/news/2581711444?lang=&edition=full","pubTime":"2025-11-05 11:46","market":"us","language":"zh","title":"要求远超 JEDEC 标准！再传美光HBM4测试认证失败","url":"https://stock-news.laohu8.com/highlight/detail?id=2581711444","media":"微电子制造","summary":"报告称，客户对 HBM4 的数据传输速度要求远超 JEDEC 标准，而美光样品未能满足这一关键门槛，导致认证流程受阻。这并非市场首次对美光 HBM4 提出质疑。面对市场质疑，美光方面多次公开反驳。关于美光 HBM4 测试认证进展的争议，目前仍处于官方声明与市场传闻博弈的关键阶段，TrendForce 预测，2026 年 HBM4 市占率将逐季提升至 60%，市场规模突破 120 亿美元，SK 海力士与三星有望瓜分超 90% 份额。若广发证券报告属实，美光将彻底错失 HBM4 的 “第一波红利”。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251105124124735v201p0qryhz64gk\"/><p>消息称，<a href=\"https://laohu8.com/S/000776\">广发证券</a>香港分行于 11 月 3 日发布报告指出，<a href=\"https://laohu8.com/S/MU\">美光科技</a>下一代高带宽内存（HBM4）未能满足<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>关键数据传输速度要求，需重新设计产品结构，全面供货或推迟至 2027 年。</p><p>报告称，客户对 HBM4 的数据传输速度要求远超 JEDEC 标准，而美光样品未能满足这一关键门槛，导致认证流程受阻。</p><p>这并非市场首次对美光 HBM4 提出质疑。早在 10 月 30 日，韩国媒体便披露，美光 HBM4 因功耗控制和散热性能不达标，已启动架构调整，量产时间可能延后 9 个月，甚至面临错失英伟达 Rubin 平台（2026 年推出）首批订单的风险。</p><p>行业分析机构 TrendForce 也在同期报告中指出，美光采用的 12nm 级逻辑芯片工艺，与<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>的 4nm 工艺、SK 海力士的<a href=\"https://laohu8.com/S/TSM\">台积电</a> 12nm 工艺存在代差，直接导致其 HBM4 的能效比落后竞品 15%-20%，“这对追求‘高带宽、低功耗’的 AI 服务器而言，是难以接受的短板”。</p><p>面对市场质疑，美光方面多次公开反驳。在 9 月 24 日的财报电话会议上，美光 CEO Sanjay Mehrotra 曾高调宣布，HBM4 样品已实现 11Gbps 传输速率、2.8TB/s 带宽，不仅远超 JEDEC 标准的 8Gbps 和 2TB/s，还 “显著优于行业竞品”，且已向英伟达、<a href=\"https://laohu8.com/S/AMD\">AMD</a> 等核心客户交付最终样品，2026 财年第二季度启动首批供货的计划 “没有变化”。</p><p>10 月，美光投资者交流会上透露，截至 10 月中旬，2026 年 HBM4 规划产能的 80% 已被意向订单锁定，客户对产品性能 “反馈积极”；同时，为支撑 HBM4 量产，美光已将 2026 年相关资本开支提升至总投入的 35%，重点用于先进封装产线升级与高纯度硅晶圆采购。</p><p>针对 “封装良率低” 的说法，美光回应称，通过设备迭代与工艺优化，TC-NCF 技术良率已提升至 75%，“完全能满足量产需求”。</p><p>关于美光 HBM4 测试认证进展的争议，目前仍处于<strong>官方声明与市场传闻博弈的关键阶段，TrendForce 预测，2026 年 HBM4 市占率将逐季提升至 60%，市场规模突破 120 亿美元，</strong>SK 海力士与三星有望瓜分超 90% 份额。若<a href=\"https://laohu8.com/S/01776\">广发证券</a>报告属实，美光将彻底错失 HBM4 的 “第一波红利”。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>要求远超 JEDEC 标准！再传美光HBM4测试认证失败</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要求远超 JEDEC 标准！再传美光HBM4测试认证失败\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-05 11:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251105124136a6e22b01&s=b><strong>微电子制造</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>消息称，广发证券香港分行于 11 月 3 日发布报告指出，美光科技下一代高带宽内存（HBM4）未能满足英伟达关键数据传输速度要求，需重新设计产品结构，全面供货或推迟至 2027 年。报告称，客户对 HBM4 的数据传输速度要求远超 JEDEC 标准，而美光样品未能满足这一关键门槛，导致认证流程受阻。这并非市场首次对美光 HBM4 提出质疑。早在 10 月 30 日，韩国媒体便披露，美光 HBM4 ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251105124136a6e22b01&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4575":"芯片概念","BK4566":"资本集团","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","MU":"美光科技","BK4588":"碎股","BK4579":"人工智能","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","BK4605":"半导体精选","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4554":"元宇宙及AR概念","LU0056508442.USD":"贝莱德世界科技基金A2","BK4532":"文艺复兴科技持仓","BK4543":"AI","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4527":"明星科技股","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4553":"喜马拉雅资本持仓","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","BK4512":"苹果概念","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251105124136a6e22b01&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2581711444","content_text":"消息称，广发证券香港分行于 11 月 3 日发布报告指出，美光科技下一代高带宽内存（HBM4）未能满足英伟达关键数据传输速度要求，需重新设计产品结构，全面供货或推迟至 2027 年。报告称，客户对 HBM4 的数据传输速度要求远超 JEDEC 标准，而美光样品未能满足这一关键门槛，导致认证流程受阻。这并非市场首次对美光 HBM4 提出质疑。早在 10 月 30 日，韩国媒体便披露，美光 HBM4 因功耗控制和散热性能不达标，已启动架构调整，量产时间可能延后 9 个月，甚至面临错失英伟达 Rubin 平台（2026 年推出）首批订单的风险。行业分析机构 TrendForce 也在同期报告中指出，美光采用的 12nm 级逻辑芯片工艺，与三星的 4nm 工艺、SK 海力士的台积电 12nm 工艺存在代差，直接导致其 HBM4 的能效比落后竞品 15%-20%，“这对追求‘高带宽、低功耗’的 AI 服务器而言，是难以接受的短板”。面对市场质疑，美光方面多次公开反驳。在 9 月 24 日的财报电话会议上，美光 CEO Sanjay Mehrotra 曾高调宣布，HBM4 样品已实现 11Gbps 传输速率、2.8TB/s 带宽，不仅远超 JEDEC 标准的 8Gbps 和 2TB/s，还 “显著优于行业竞品”，且已向英伟达、AMD 等核心客户交付最终样品，2026 财年第二季度启动首批供货的计划 “没有变化”。10 月，美光投资者交流会上透露，截至 10 月中旬，2026 年 HBM4 规划产能的 80% 已被意向订单锁定，客户对产品性能 “反馈积极”；同时，为支撑 HBM4 量产，美光已将 2026 年相关资本开支提升至总投入的 35%，重点用于先进封装产线升级与高纯度硅晶圆采购。针对 “封装良率低” 的说法，美光回应称，通过设备迭代与工艺优化，TC-NCF 技术良率已提升至 75%，“完全能满足量产需求”。关于美光 HBM4 测试认证进展的争议，目前仍处于官方声明与市场传闻博弈的关键阶段，TrendForce 预测，2026 年 HBM4 市占率将逐季提升至 60%，市场规模突破 120 亿美元，SK 海力士与三星有望瓜分超 90% 份额。若广发证券报告属实，美光将彻底错失 HBM4 的 “第一波红利”。","news_type":1,"symbols_score_info":{"MU":1.5}},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375510886899888,"gmtCreate":1732708364618,"gmtModify":1732708366897,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"前天申请，想想还是撤了。。中概不想再碰了","listText":"前天申请，想想还是撤了。。中概不想再碰了","text":"前天申请，想想还是撤了。。中概不想再碰了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375510886899888","repostId":"2486846798","repostType":2,"isVote":1,"tweetType":1,"viewCount":998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":831084839,"gmtCreate":1629273420821,"gmtModify":1629273420821,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"这500兄弟是被深度套牢的？？","listText":"这500兄弟是被深度套牢的？？","text":"这500兄弟是被深度套牢的？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831084839","repostId":"1186870898","repostType":4,"isVote":1,"tweetType":1,"viewCount":1561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615912759,"gmtCreate":1652725786171,"gmtModify":1652725786171,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>争气点，今晚就破1。。","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>争气点，今晚就破1。。","text":"$Sundial Growers Inc.(SNDL)$争气点，今晚就破1。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/615912759","isVote":1,"tweetType":1,"viewCount":4012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477900200476736,"gmtCreate":1757684828267,"gmtModify":1757684829371,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a> 争气点，今晚直上100","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$ </a> 争气点，今晚直上100","text":"$NEBIUS(NBIS)$ 争气点，今晚直上100","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477900200476736","isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477900737393344,"gmtCreate":1757684504757,"gmtModify":1757684505960,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JOBY\">$Joby Aviation, Inc.(JOBY)$&nbsp;</a> 这就掉下去了？","listText":"<a href=\"https://laohu8.com/S/JOBY\">$Joby Aviation, Inc.(JOBY)$&nbsp;</a> 这就掉下去了？","text":"$Joby Aviation, Inc.(JOBY)$ 这就掉下去了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477900737393344","isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":446946882957352,"gmtCreate":1750170102757,"gmtModify":1750171641844,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"法案通过的话，circle就不稀缺了。。","listText":"法案通过的话，circle就不稀缺了。。","text":"法案通过的话，circle就不稀缺了。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/446946882957352","repostId":"1145995242","repostType":2,"repost":{"id":"1145995242","kind":"news","weMediaInfo":{"introduction":"早报天天读，汇集天下事，做最好听的有声财经播报。","home_visible":1,"media_name":"格隆汇APP","id":"11","head_image":"https://static.tigerbbs.com/d06797dbcc3b4b9e839c351ca5a14e4d"},"pubTimestamp":1750152439,"share":"https://www.laohu8.com/m/news/1145995242?lang=&edition=full","pubTime":"2025-06-17 17:27","market":"us","language":"zh","title":"暴涨之际套现，“女股神”Cathie Wood抛售逾34万股Circle","url":"https://stock-news.laohu8.com/highlight/detail?id=1145995242","media":"格隆汇APP","summary":"一些投资者开始获利了结。","content":"<html><head></head><body><p>随着“稳定币第一股”Circle近期大幅上涨，一些投资者开始获利了结，其中包括知名投资人Cathie Wood旗下的方舟投资。</p><p>根据6月16日公布的持仓数据显示，在本月早前斥资3.73亿美元买入Circle股票后，方舟近期已开始部分减持该股。此次减持正值Circle股价飙升之际。6月17日，其股价盘中一度触及165.60美元，最终收于151.06美元的历史新高。自6月5日以31美元的发行价上市以来，其股价累计上涨约387%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/033039147663284e6a0fe33e29c74d16\" tg-width=\"560\" tg-height=\"240\"/></p><p>此次方舟的减持涉及旗下三只主动型ETF，合计共减持342,658股，总价值约为5170万美元，约占方舟最初持有的450万股仓位的7.6%。尽管有所减持，方舟目前仍持有超过415万股Circle股票，按当前价格算市值约为6.28亿美元，远高于最初的3.73亿美元投资。</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>暴涨之际套现，“女股神”Cathie Wood抛售逾34万股Circle</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暴涨之际套现，“女股神”Cathie Wood抛售逾34万股Circle\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/11\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d06797dbcc3b4b9e839c351ca5a14e4d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇APP </p>\n<p class=\"h-time\">2025-06-17 17:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>随着“稳定币第一股”Circle近期大幅上涨，一些投资者开始获利了结，其中包括知名投资人Cathie Wood旗下的方舟投资。</p><p>根据6月16日公布的持仓数据显示，在本月早前斥资3.73亿美元买入Circle股票后，方舟近期已开始部分减持该股。此次减持正值Circle股价飙升之际。6月17日，其股价盘中一度触及165.60美元，最终收于151.06美元的历史新高。自6月5日以31美元的发行价上市以来，其股价累计上涨约387%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/033039147663284e6a0fe33e29c74d16\" tg-width=\"560\" tg-height=\"240\"/></p><p>此次方舟的减持涉及旗下三只主动型ETF，合计共减持342,658股，总价值约为5170万美元，约占方舟最初持有的450万股仓位的7.6%。尽管有所减持，方舟目前仍持有超过415万股Circle股票，按当前价格算市值约为6.28亿美元，远高于最初的3.73亿美元投资。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1c8345d8144ff10c90814fa3c8d8c712","relate_stocks":{"CRCL":"Circle Internet Corp."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145995242","content_text":"随着“稳定币第一股”Circle近期大幅上涨，一些投资者开始获利了结，其中包括知名投资人Cathie Wood旗下的方舟投资。根据6月16日公布的持仓数据显示，在本月早前斥资3.73亿美元买入Circle股票后，方舟近期已开始部分减持该股。此次减持正值Circle股价飙升之际。6月17日，其股价盘中一度触及165.60美元，最终收于151.06美元的历史新高。自6月5日以31美元的发行价上市以来，其股价累计上涨约387%。此次方舟的减持涉及旗下三只主动型ETF，合计共减持342,658股，总价值约为5170万美元，约占方舟最初持有的450万股仓位的7.6%。尽管有所减持，方舟目前仍持有超过415万股Circle股票，按当前价格算市值约为6.28亿美元，远高于最初的3.73亿美元投资。","news_type":1,"symbols_score_info":{"CRCL":1.1}},"isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357790327783584,"gmtCreate":1728369839875,"gmtModify":1728369841786,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$&nbsp;</a> 布油昨晚涨了三个点，你咋跟死鱼一样？[冷漠]&nbsp;&nbsp;[难过]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$&nbsp;</a> 布油昨晚涨了三个点，你咋跟死鱼一样？[冷漠]&nbsp;&nbsp;[难过]&nbsp;&nbsp;","text":"$西方石油(OXY)$ 布油昨晚涨了三个点，你咋跟死鱼一样？[冷漠] [难过]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/357790327783584","isVote":1,"tweetType":1,"viewCount":949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}