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09:17

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

09-17

$Faraday Future Intelligent Electric Inc(FFAI)$ 你跌到1刀以下我再来考虑。。

09-12

$NEBIUS(NBIS)$ 争气点，今晚直上100

09-12

$Joby Aviation, Inc.(JOBY)$ 这就掉下去了？

09-10

$NEBIUS(NBIS)$ 今晚上100？

09-09

$NEBIUS(NBIS)$ 今晚上120刀？

08-28

$美团-W(03690)$ 争气点，反弹。。

08-23

$英特尔(INTC)$ 今晚能不能破25大关？

08-20

然后股票就涨这么点？？

港交所上半年收入及其他收益140.76亿港元，同比增长33%

08-19

$英特尔(INTC)$ 今晚能不能冲破27？

08-19

$香港交易所(00388)$ 财报前这么淡定？[傲娇]

08-18

$礼来(LLY)$ 礼来，争气点。。

08-18

$Joby Aviation, Inc.(JOBY)$ 你是真不给力啊，以为会来个大阳线，没想到也就那样[无语]

Joby宣布首次在两个公共机场之间实现eVTOL空中出租车飞行

08-18

$英特尔(INTC)$ 这会夜盘在跌。。

英特尔盘初拉升，消息称美国政府正在谈判入股

08-15

$Tilray Inc.(TLRY)$ 冲啊，今晚上2刀[得意] [财迷] [开心]

08-14

$Tilray Inc.(TLRY)$ 能不能上天？[财迷]

08-12

$Joby Aviation, Inc.(JOBY)$ Hi BOY，你真的不行了吗？

08-11

$Joby Aviation, Inc.(JOBY)$ 连跌4天，心都碎了

08-07

$英特尔-T(04335)$ 这个完全没交易？

08-06

$Oklo Inc.(OKLO)$ oklo股票解禁，会不会有机构抢跑。。

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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{ 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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":{},"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":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479250278023544,"gmtCreate":1758039339810,"gmtModify":1758039341530,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576724815704857","authorIdStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday 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今晚上120刀？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476706609758656","isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472343837761744,"gmtCreate":1756350390596,"gmtModify":1756350391763,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576724815704857","authorIdStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a>争气点，反弹。。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a>争气点，反弹。。","text":"$美团-W(03690)$ 争气点，反弹。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472343837761744","isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":470437656310232,"gmtCreate":1755884197989,"gmtModify":1755884199212,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576724815704857","authorIdStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 今晚能不能破25大关？","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 今晚能不能破25大关？","text":"$英特尔(INTC)$ 今晚能不能破25大关？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/470437656310232","isVote":1,"tweetType":1,"viewCount":1537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469566475567352,"gmtCreate":1755671784211,"gmtModify":1755671785960,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576724815704857","authorIdStr":"3576724815704857"},"themes":[],"htmlText":"然后股票就涨这么点？？","listText":"然后股票就涨这么点？？","text":"然后股票就涨这么点？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469566475567352","repostId":"1140899797","repostType":2,"repost":{"id":"1140899797","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":1755662706,"share":"https://www.laohu8.com/m/news/1140899797?lang=&edition=full","pubTime":"2025-08-20 12:05","market":"hk","language":"zh","title":"港交所上半年收入及其他收益140.76亿港元，同比增长33%","url":"https://stock-news.laohu8.com/highlight/detail?id=1140899797","media":"老虎资讯综合","summary":"8月20日，$香港交易所(00388)$上半年收入及其他收益为140.76亿港元，同比增长33%。","content":"<html><head></head><body><p>8月20日，<a href=\"https://laohu8.com/S/00388\">香港交易所</a>2025年上半年收入及其他收益为140.76亿港元，同比增长33%；股东应占溢利为85.19亿港元，同比增长39%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/466713b96896580e4c7289f88950ce78\" title=\"\" tg-width=\"984\" tg-height=\"516\"/></p><h2 id=\"id_940484410\">财务摘要</h2><p>集团2025年上半年收入及其他收益和溢利创历来半年度新高。</p><p>2025年上半年收入及其他收益为140.76亿元，较2024年上半年上升33%：</p><ul style=\"\"><li><p>主要业务收入较2024年上半年上升34%，反映现货及股票期权市场成交量创历来半年度新高，存管费用增加以及保证金规模增加令投资收益淨额上升。</p></li><li><p>公司资金的投资收益淨额为10.44亿元（2024 年上半年：9.01亿元），源于美元兑港元的非经常性汇兑收益进一步带动内部管理的公司资金的投资收益淨额上升。</p></li></ul><p>营运支出较2024年上半年上升6%，是两个与2022年镍市场事件相关的项目所致，一是2025年上半年向FCA支付了9,000万元罚款，二是2024年上半年就事件涉及的法律费用收回5,000万元。若不计向FCA支付的罚款及收回的法律费用，营运支出上升1%。</p><p>EBITDA利润率为79%，较2024年上半年上升6个百分点。</p><p>由于集团根据支柱二规则范本作出新的补足税拨备，2025年上半年集团的实际税率增加至15.8%（2024年上半年：11.0%）。</p><p>股东应佔溢利为85.19亿元，较2024年上半年上升39%。</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>港交所上半年收入及其他收益140.76亿港元，同比增长33%</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港交所上半年收入及其他收益140.76亿港元，同比增长33%\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\">2025-08-20 12:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月20日，<a href=\"https://laohu8.com/S/00388\">香港交易所</a>2025年上半年收入及其他收益为140.76亿港元，同比增长33%；股东应占溢利为85.19亿港元，同比增长39%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/466713b96896580e4c7289f88950ce78\" title=\"\" tg-width=\"984\" tg-height=\"516\"/></p><h2 id=\"id_940484410\">财务摘要</h2><p>集团2025年上半年收入及其他收益和溢利创历来半年度新高。</p><p>2025年上半年收入及其他收益为140.76亿元，较2024年上半年上升33%：</p><ul style=\"\"><li><p>主要业务收入较2024年上半年上升34%，反映现货及股票期权市场成交量创历来半年度新高，存管费用增加以及保证金规模增加令投资收益淨额上升。</p></li><li><p>公司资金的投资收益淨额为10.44亿元（2024 年上半年：9.01亿元），源于美元兑港元的非经常性汇兑收益进一步带动内部管理的公司资金的投资收益淨额上升。</p></li></ul><p>营运支出较2024年上半年上升6%，是两个与2022年镍市场事件相关的项目所致，一是2025年上半年向FCA支付了9,000万元罚款，二是2024年上半年就事件涉及的法律费用收回5,000万元。若不计向FCA支付的罚款及收回的法律费用，营运支出上升1%。</p><p>EBITDA利润率为79%，较2024年上半年上升6个百分点。</p><p>由于集团根据支柱二规则范本作出新的补足税拨备，2025年上半年集团的实际税率增加至15.8%（2024年上半年：11.0%）。</p><p>股东应佔溢利为85.19亿元，较2024年上半年上升39%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/450b59595cb4f24da98674ba3da03b0e","relate_stocks":{"00388":"香港交易所"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140899797","content_text":"8月20日，香港交易所2025年上半年收入及其他收益为140.76亿港元，同比增长33%；股东应占溢利为85.19亿港元，同比增长39%。财务摘要集团2025年上半年收入及其他收益和溢利创历来半年度新高。2025年上半年收入及其他收益为140.76亿元，较2024年上半年上升33%：主要业务收入较2024年上半年上升34%，反映现货及股票期权市场成交量创历来半年度新高，存管费用增加以及保证金规模增加令投资收益淨额上升。公司资金的投资收益淨额为10.44亿元（2024 年上半年：9.01亿元），源于美元兑港元的非经常性汇兑收益进一步带动内部管理的公司资金的投资收益淨额上升。营运支出较2024年上半年上升6%，是两个与2022年镍市场事件相关的项目所致，一是2025年上半年向FCA支付了9,000万元罚款，二是2024年上半年就事件涉及的法律费用收回5,000万元。若不计向FCA支付的罚款及收回的法律费用，营运支出上升1%。EBITDA利润率为79%，较2024年上半年上升6个百分点。由于集团根据支柱二规则范本作出新的补足税拨备，2025年上半年集团的实际税率增加至15.8%（2024年上半年：11.0%）。股东应佔溢利为85.19亿元，较2024年上半年上升39%。","news_type":1,"symbols_score_info":{"00388":1}},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469242266931760,"gmtCreate":1755592686364,"gmtModify":1755592687508,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576724815704857","authorIdStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 今晚能不能冲破27？","listText":"<a 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财报前这么淡定？[傲娇]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469172545556768","isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469013599912000,"gmtCreate":1755508224371,"gmtModify":1755508225526,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576724815704857","authorIdStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$&nbsp;</a> 礼来，争气点。。","listText":"<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$&nbsp;</a> 礼来，争气点。。","text":"$礼来(LLY)$ 礼来，争气点。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469013599912000","isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":468986268168736,"gmtCreate":1755501972294,"gmtModify":1755501974052,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576724815704857","authorIdStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JOBY\">$Joby Aviation, Inc.(JOBY)$&nbsp;</a> 你是真不给力啊，以为会来个大阳线，没想到也就那样[无语]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/JOBY\">$Joby Aviation, Inc.(JOBY)$&nbsp;</a> 你是真不给力啊，以为会来个大阳线，没想到也就那样[无语]&nbsp;&nbsp;","text":"$Joby Aviation, Inc.(JOBY)$ 你是真不给力啊，以为会来个大阳线，没想到也就那样[无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/468986268168736","repostId":"1107180445","repostType":2,"repost":{"id":"1107180445","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":1755261355,"share":"https://www.laohu8.com/m/news/1107180445?lang=&edition=full","pubTime":"2025-08-15 20:35","market":"us","language":"zh","title":"Joby宣布首次在两个公共机场之间实现eVTOL空中出租车飞行","url":"https://stock-news.laohu8.com/highlight/detail?id=1107180445","media":"老虎资讯综合","summary":"是Joby商业市场准备工作的重要一步。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/JOBY\">Joby Aviation </a> 今日宣布，已成功与其他飞机在美国联邦航空管理局（FAA）管制空域协同运营，完成了在加州马里纳机场（OAR）和蒙特雷机场（MRY）之间的首次飞行。此次飞行是Joby商业市场准备工作的重要一步，彰显了其在安全、运营、空中交通管制和认证方面的关键能力。这是衡量公司商业化道路成熟度的关键指标，因为这些飞行也展示了Joby计划向公众提供的实际服务类型。</p><p>Joby Aviation盘前大幅拉升。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1373147e7f42b606045a1d71bf59882b\" tg-width=\"1389\" tg-height=\"571\"/></p><p style=\"text-align: justify;\">Joby从OAR到MRY的飞行时间约为12分钟，飞行距离为10海里，其中包括在MRY保持5分钟的空中交通间隔。此次有人驾驶飞行包括垂直起飞、过渡到机翼飞行、融入MRY周围管制空域以及垂直降落。这一里程碑标志着有人驾驶电动垂直起降 (eVTOL) 空中出租车首次从一个公共机场飞到另一个公共机场。此次飞行还成功展示了团队在滨海基地以外进行移动飞行测试和提供全面地面支援的能力。</p><p style=\"text-align: justify;\">Joby飞机原始设备制造商总裁迪迪埃·帕帕多普洛斯表示：“从玛丽娜到蒙特雷的成功飞行，展示了我们飞机融入更广泛交通网络的运营能力，并进一步验证了其性能，确保我们第一天就能做好投入运营的准备。多年来，我们的飞行测试验证了飞机的性能，并且我们在各种环境条件下都进行了测试。作为我们飞行测试项目自然进展的一部分，是时候进一步探索了，而没有什么地方比我们邻居蒙特雷更适合作为我们的首选。”</p><p style=\"text-align: justify;\">这些关键的飞行测试还提供了与在受控机场和途经国家空域运营飞机的人为因素相关的开发数据。尤其值得一提的是，Joby 飞机在蒙特雷机场与其他飞机成功排序，包括为容纳另一架抵达的客机而采取的等待航线，充分展现了其融入受控空域的能力。Joby 的飞机系统、飞行员认证和培训通过遵守与大型航空公司相同的空中交通管制协议得到了充分展示。这也是公司认证工作中的重要一步，因为美国联邦航空管理局 (FAA) 要求飞机通过在多个机场之间飞行来证明其能够在共享空域中运行。</p><p style=\"text-align: justify;\">Joby计划收购Blade Air Mobility 的客运业务，此次演示进一步展现了该公司已做好商业市场准备。此次成功建立在 Joby 悠久的测试和开发历史之上，其机队已拥有超过 40,000 英里的飞行里程。Joby 近期已开始其首架飞机的最终组装，该飞机将用于型号检验授权飞行测试，这是 FAA 认证的最后几个重要步骤之一。Joby 计划于明年初开始由 FAA 飞行员进行飞行测试。获得认证后，Joby 计划在洛杉矶和纽约市率先推出美国国内商业服务。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Joby宣布首次在两个公共机场之间实现eVTOL空中出租车飞行</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJoby宣布首次在两个公共机场之间实现eVTOL空中出租车飞行\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\">2025-08-15 20:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/JOBY\">Joby Aviation </a> 今日宣布，已成功与其他飞机在美国联邦航空管理局（FAA）管制空域协同运营，完成了在加州马里纳机场（OAR）和蒙特雷机场（MRY）之间的首次飞行。此次飞行是Joby商业市场准备工作的重要一步，彰显了其在安全、运营、空中交通管制和认证方面的关键能力。这是衡量公司商业化道路成熟度的关键指标，因为这些飞行也展示了Joby计划向公众提供的实际服务类型。</p><p>Joby Aviation盘前大幅拉升。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1373147e7f42b606045a1d71bf59882b\" tg-width=\"1389\" tg-height=\"571\"/></p><p style=\"text-align: justify;\">Joby从OAR到MRY的飞行时间约为12分钟，飞行距离为10海里，其中包括在MRY保持5分钟的空中交通间隔。此次有人驾驶飞行包括垂直起飞、过渡到机翼飞行、融入MRY周围管制空域以及垂直降落。这一里程碑标志着有人驾驶电动垂直起降 (eVTOL) 空中出租车首次从一个公共机场飞到另一个公共机场。此次飞行还成功展示了团队在滨海基地以外进行移动飞行测试和提供全面地面支援的能力。</p><p style=\"text-align: justify;\">Joby飞机原始设备制造商总裁迪迪埃·帕帕多普洛斯表示：“从玛丽娜到蒙特雷的成功飞行，展示了我们飞机融入更广泛交通网络的运营能力，并进一步验证了其性能，确保我们第一天就能做好投入运营的准备。多年来，我们的飞行测试验证了飞机的性能，并且我们在各种环境条件下都进行了测试。作为我们飞行测试项目自然进展的一部分，是时候进一步探索了，而没有什么地方比我们邻居蒙特雷更适合作为我们的首选。”</p><p style=\"text-align: justify;\">这些关键的飞行测试还提供了与在受控机场和途经国家空域运营飞机的人为因素相关的开发数据。尤其值得一提的是，Joby 飞机在蒙特雷机场与其他飞机成功排序，包括为容纳另一架抵达的客机而采取的等待航线，充分展现了其融入受控空域的能力。Joby 的飞机系统、飞行员认证和培训通过遵守与大型航空公司相同的空中交通管制协议得到了充分展示。这也是公司认证工作中的重要一步，因为美国联邦航空管理局 (FAA) 要求飞机通过在多个机场之间飞行来证明其能够在共享空域中运行。</p><p style=\"text-align: justify;\">Joby计划收购Blade Air Mobility 的客运业务，此次演示进一步展现了该公司已做好商业市场准备。此次成功建立在 Joby 悠久的测试和开发历史之上，其机队已拥有超过 40,000 英里的飞行里程。Joby 近期已开始其首架飞机的最终组装，该飞机将用于型号检验授权飞行测试，这是 FAA 认证的最后几个重要步骤之一。Joby 计划于明年初开始由 FAA 飞行员进行飞行测试。获得认证后，Joby 计划在洛杉矶和纽约市率先推出美国国内商业服务。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/21a5c945d50f2b3fdfdd0960040ed709","relate_stocks":{"JOBY":"Joby Aviation, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107180445","content_text":"Joby Aviation  今日宣布，已成功与其他飞机在美国联邦航空管理局（FAA）管制空域协同运营，完成了在加州马里纳机场（OAR）和蒙特雷机场（MRY）之间的首次飞行。此次飞行是Joby商业市场准备工作的重要一步，彰显了其在安全、运营、空中交通管制和认证方面的关键能力。这是衡量公司商业化道路成熟度的关键指标，因为这些飞行也展示了Joby计划向公众提供的实际服务类型。Joby Aviation盘前大幅拉升。Joby从OAR到MRY的飞行时间约为12分钟，飞行距离为10海里，其中包括在MRY保持5分钟的空中交通间隔。此次有人驾驶飞行包括垂直起飞、过渡到机翼飞行、融入MRY周围管制空域以及垂直降落。这一里程碑标志着有人驾驶电动垂直起降 (eVTOL) 空中出租车首次从一个公共机场飞到另一个公共机场。此次飞行还成功展示了团队在滨海基地以外进行移动飞行测试和提供全面地面支援的能力。Joby飞机原始设备制造商总裁迪迪埃·帕帕多普洛斯表示：“从玛丽娜到蒙特雷的成功飞行，展示了我们飞机融入更广泛交通网络的运营能力，并进一步验证了其性能，确保我们第一天就能做好投入运营的准备。多年来，我们的飞行测试验证了飞机的性能，并且我们在各种环境条件下都进行了测试。作为我们飞行测试项目自然进展的一部分，是时候进一步探索了，而没有什么地方比我们邻居蒙特雷更适合作为我们的首选。”这些关键的飞行测试还提供了与在受控机场和途经国家空域运营飞机的人为因素相关的开发数据。尤其值得一提的是，Joby 飞机在蒙特雷机场与其他飞机成功排序，包括为容纳另一架抵达的客机而采取的等待航线，充分展现了其融入受控空域的能力。Joby 的飞机系统、飞行员认证和培训通过遵守与大型航空公司相同的空中交通管制协议得到了充分展示。这也是公司认证工作中的重要一步，因为美国联邦航空管理局 (FAA) 要求飞机通过在多个机场之间飞行来证明其能够在共享空域中运行。Joby计划收购Blade Air Mobility 的客运业务，此次演示进一步展现了该公司已做好商业市场准备。此次成功建立在 Joby 悠久的测试和开发历史之上，其机队已拥有超过 40,000 英里的飞行里程。Joby 近期已开始其首架飞机的最终组装，该飞机将用于型号检验授权飞行测试，这是 FAA 认证的最后几个重要步骤之一。Joby 计划于明年初开始由 FAA 飞行员进行飞行测试。获得认证后，Joby 计划在洛杉矶和纽约市率先推出美国国内商业服务。","news_type":1,"symbols_score_info":{"JOBY":1.1}},"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":468986847990016,"gmtCreate":1755501657807,"gmtModify":1755501659281,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576724815704857","authorIdStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 这会夜盘在跌。。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 这会夜盘在跌。。","text":"$英特尔(INTC)$ 这会夜盘在跌。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/468986847990016","repostId":"1111200325","repostType":2,"repost":{"id":"1111200325","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":1755265554,"share":"https://www.laohu8.com/m/news/1111200325?lang=&edition=full","pubTime":"2025-08-15 21:45","market":"us","language":"zh","title":"英特尔盘初拉升，消息称美国政府正在谈判入股","url":"https://stock-news.laohu8.com/highlight/detail?id=1111200325","media":"老虎资讯综合","summary":"潜在的持股规模尚不清楚。","content":"<html><head></head><body><p>周五，英特尔盘初拉升，截至发稿涨超5%，创3月19日以来新高。据彭博，特朗普政府正在考虑利用美国《芯片法案》（Chips Act）资金入股英特尔。政府的谈判重点是使用芯片法案的资金，至少部分用于购买英特尔的股权，目前谈判仍处于早期阶段，其他方案也在考虑之中。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4cea8e74c963b4d915c20be965b0005\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>知情人士说，这些计划源于本周特朗普与英特尔CEO的一次会面。双方的想法是由美国政府支付股份，细节正在整理中，计划仍不确定，潜在的持股规模尚不清楚。</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>英特尔盘初拉升，消息称美国政府正在谈判入股</title>\n<style 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21:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周五，英特尔盘初拉升，截至发稿涨超5%，创3月19日以来新高。据彭博，特朗普政府正在考虑利用美国《芯片法案》（Chips Act）资金入股英特尔。政府的谈判重点是使用芯片法案的资金，至少部分用于购买英特尔的股权，目前谈判仍处于早期阶段，其他方案也在考虑之中。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4cea8e74c963b4d915c20be965b0005\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>知情人士说，这些计划源于本周特朗普与英特尔CEO的一次会面。双方的想法是由美国政府支付股份，细节正在整理中，计划仍不确定，潜在的持股规模尚不清楚。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111200325","content_text":"周五，英特尔盘初拉升，截至发稿涨超5%，创3月19日以来新高。据彭博，特朗普政府正在考虑利用美国《芯片法案》（Chips 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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":2120,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4211273837557662","authorId":"4211273837557662","name":"CloudsRipple","avatar":"https://static.tigerbbs.com/375f5eab560a57a177fcf6b4edb659d5","crmLevel":1,"crmLevelSwitch":0,"idStr":"4211273837557662","authorIdStr":"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"}],"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,"idStr":"3576724815704857","authorIdStr":"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":2601,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3465431827100262","authorId":"3465431827100262","name":"25d459fd","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3465431827100262","authorIdStr":"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,"idStr":"3576724815704857","authorIdStr":"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 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n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":951,"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,"idStr":"3454016442520150","authorIdStr":"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,"idStr":"3576724815704857","authorIdStr":"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 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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 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