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小苹果一定能赢

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小苹果一定能赢

12-16

$AAPL 20260102 300.0 CALL$

今晚两份非农同时登场，“坏消息”或再成市场“好消息”？

小苹果一定能赢

12-16

小鹏汽车在广州市获得L3级自动驾驶道路测试牌照

小苹果一定能赢

12-15

不错啊哈哈哈哈

异动解读 | 科技股集体走弱，快手-W盘中大跌5.04%

小苹果一定能赢

12-15

分析得不错啊[龇牙] [龇牙] [龇牙] [龇牙]

小苹果一定能赢

12-12

[得意] [得意] [得意] [得意] [得意]

直播：年末最關鍵一周減息與非農數據來襲，如何利用輪證部署？年尾策略回顧+展望

小苹果一定能赢

12-12

$MSTR期权收益策略ETF-YieldMax(MSTY)$ [财迷] [财迷] [财迷] [财迷]

直播：从实战中感受期权妙用

小苹果一定能赢

12-12

$中国资源交通(00269)$ 🌝🌝

小苹果一定能赢

12-12

$HSI(HSI.HK)$ [得意] [得意] [得意] $苹果(AAPL)$

小苹果一定能赢

12-12

$博通(AVGO)$ [开心] [开心] [开心] [开心] [开心] 今天北京大雪了

小苹果一定能赢

12-12

牛啊🫢

@挖煤佬:$博通垂直价差 251212 PUT 350.0/PUT 345.0$ 大家都在看好博通那我就反其道而行买个胸叉组合吧看看能不能吃肉

小苹果一定能赢

12-10

忒不要[无语] [鬼脸] [可爱]

小苹果一定能赢

12-10

[无语] [鬼脸] [贱笑] [贱笑] [流泪] [愤怒] [流泪] [贱笑] [害羞] [愤怒] [害羞] [贱笑]

小苹果一定能赢

12-10

这篇文章不错，转发给大家看看

@英文名字:法拉第未来将于5月31日举行发布会，介绍FF 91交付计划

小苹果一定能赢

12-01

//@英文名称:港交所app

港股期权｜阿里成交4万张领跑，小米认沽放量，美团短期看涨飙涨600%

小苹果一定能赢

12-01

这篇文章不错，转发给大家看看

@英文名称:周一特斯拉要涨了

小苹果一定能赢

12-01

//@英文名称: 港交所app

港股期权｜阿里成交4万张领跑，小米认沽放量，美团短期看涨飙涨600%

小苹果一定能赢

12-01

这篇文章不错，转发给大家看看

@英文名称:周一特斯拉要涨了

小苹果一定能赢

12-01

//@英文名称: 说说你对这篇新闻的看法...

暗盘｜曹操出行跌超14%，总市值195.9亿港元

小苹果一定能赢

11-29

最近能下单哪些股票呢[得意] [得意] [得意]

小苹果一定能赢

11-29

$特斯拉(TSLA)$ [财迷] [财迷] [财迷] [财迷]

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CALL$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/511363569136584","repostId":"2591606059","repostType":4,"repost":{"id":"2591606059","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1765869765,"share":"https://www.laohu8.com/m/news/2591606059?lang=zh_CN&edition=full","pubTime":"2025-12-16 15:22","market":"hk","language":"zh","title":"今晚两份非农同时登场，“坏消息”或再成市场“好消息”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2591606059","media":"华尔街见闻","summary":"在鲍威尔明显转向“保就业”的背景下，市场正在形成一种新的共识：就业数据的疲软，将增强美联储进一步降息的预期，可能推动美股上涨。彭博调查显示，11月非农新增就业的中值仅为5万，预测区间从减少2万到增加13万不等；失业率预计升至4.5%，若兑现将创2021年以来新高。至于10月非农，投行预测分歧更大，不少机构预计将出现负增长。","content":"<html><head></head><body><blockquote><p>在鲍威尔明显转向“保就业”的背景下，市场正在形成一种新的共识：就业数据的疲软，将增强美联储进一步降息的预期，可能推动美股上涨。彭博调查显示，11月非农新增就业的中值仅为5万，预测区间从减少2万到增加13万不等；失业率预计升至4.5%，若兑现将创2021年以来新高。至于10月非农，投行预测分歧更大，不少机构预计将出现负增长。</p></blockquote><p>在美联储刚刚完成年内第三次降息、市场仍在为“明年1月还会不会继续降息”争论不休之际，因美国政府停摆延期的非农就业报告，终于要在今晚揭晓，而且还是一次性端上两份——10月和11月报告。<strong>在鲍威尔明显转向“保就业”的背景下，市场正在形成一种新的共识：就业数据的疲软，将增强美联储进一步降息的预期，可能推动美股上涨。</strong></p><p>北京时间周二晚，美国劳工统计局（BLS）将同时公布10月和11月非农就业报告，但由于政府停摆期间暂停了家庭调查，BLS不会公布10月失业率等数据。BLS已提前警告，11月家庭调查的统计误差将明显高于正常水平，未来几个月相关数据的波动性也可能偏大。</p><p>从预期看，市场几乎没有形成共识。彭博调查显示，<strong>11月非农新增就业的中值仅为5万</strong>，预测区间从减少2万到增加13万不等；<strong>失业率预计升至4.5%</strong>，若兑现将创2021年以来新高。至于10月非农，投行预测分歧更大，不少机构预计将出现负增长。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>预计10月非农就业仅增加1万（私人部门增7万），11月增加5.5万（私人部门增5万），略高于市场共识但低于前三个月平均水平。<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>则预测10月就业减少3万、11月增加5万，预计失业率将升至4.6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7d066fa7e3ac6dba72938f4d975d63d\" tg-width=\"816\" tg-height=\"435\"/></p><p>大摩首席美国股票策略师Michael Wilson表示，<strong>当前市场已回到&#34;经济好消息即股市坏消息&#34;的状态，因为强劲的劳动力市场会降低美联储明年降息的可能性。</strong></p><h2 id=\"id_757692439\">政府裁员，成为压低非农的核心变量</h2><p>本轮非农最大的“技术性噪音”，来自联邦政府就业的急剧收缩。</p><p>据美国人事管理局此前表示，约14.4万名政府雇员接受了“延迟辞职计划”（Deferred Resignation Program）。该行预计其中约三分之二的辞职在10月生效，导致联邦就业大幅下降10万。</p><p>高盛预计，这一因素将拖累<strong>10月非农约7万人、11月约1万人</strong>；摩根士丹利、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、花旗、<a href=\"https://laohu8.com/S/WFC\">富国银行</a>等机构同样认为，10月就业人数存在转负风险。相比之下，私营部门就业仍维持温和正增长，但难以完全对冲政府端的冲击。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/514fa071eb3b8b93e937bbfb3eb88e66\" tg-width=\"553\" tg-height=\"491\"/></p><p>此外，今年<strong>感恩节偏晚</strong>，假日招聘启动时间推迟，也可能压制11月零售和临时岗位用工。高盛估算，该因素或令11月非农减少约1.5万人，但相应增量可能顺延至12月。该行历史数据显示，在感恩节较晚的年份，零售业就业增长往往疲弱。</p><p>值得注意的是，由于政府停摆创下43天的历史纪录，本次就业报告面临多重异常因素。美国劳工统计局延长了11月数据收集期，但无法追溯收集10月的家庭调查数据，<strong>这意味着10月失业率将永远缺失。</strong></p><p>摩根士丹利评估认为，数据准确性不会因此明显下降。该行指出，11月就业数据的准确性将介于首次发布和第二次修正之间，而10月数据将接近第三次修正的标准。联邦雇员在11月13日重返工作岗位，正值11月调查周期内，因此不会对失业率造成直接扭曲。</p><p>高盛强调，虽然DRP延期辞职计划对就业总数造成冲击，但不会影响私人就业数据，后者将提供劳动力市场状况的更清晰读数。该行建议投资者更关注私人部门就业变化，而非受政策因素干扰的总体数据。</p><h2 id=\"id_3885137823\">高频数据分裂：就业在降温，但还没“崩”</h2><p>从高频指标看，美国劳动力市场呈现出典型的“放缓而非崩塌”。</p><p>一方面，初请失业金人数在11月调查窗口期明显低于9月和10月，四周均值持续回落；10月JOLTS职位空缺小幅回升，显示企业并未大规模裁员。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74c722671cd7d999cf9088f5f7c522bc\" tg-width=\"820\" tg-height=\"387\"/></p><p>另一方面，ADP数据显示11月私营部门就业减少3.2万人，RevelioLabs的非农代理指标在10月和11月均为负，招聘动能持续走弱。</p><p>整体而言，<strong>裁员仍受控，但新增岗位明显降速</strong>，这与美联储所强调的“劳动力需求降温”高度一致。</p><h2 id=\"id_2046528358\">鲍威尔转向，重塑非农的解读方式</h2><p>高盛、大摩均认为，美联储主席鲍威尔在上周FOMC会议后的表态为市场定下基调。</p><p>鲍威尔强调劳动力市场面临下行风险，并警告称非农就业数据可能每月高估约6万个职位。若进行修正，当前真实就业增速可能已接近零甚至为负。他同时强调，在当前阶段，政策层面更担忧劳动力市场的下行风险，而非通胀重新抬头。</p><p>这意味着，市场不再简单用“好于预期或差于预期”来评判非农，而是更关注：<strong>数据是否验证就业正在持续降温，从而为进一步宽松提供空间。</strong></p><h2 id=\"id_2709312637\">“坏非农”反而可能利好美股？</h2><p>在这一背景下，美股的逻辑正在发生微妙变化。</p><p>摩根士丹利首席美股策略师Michael Wilson指出，市场已回到一种熟悉状态：<strong>经济好消息是美股坏消息，经济坏消息反而可能是好消息</strong>。就业过强意味着降息空间受限，而就业温和走弱，则有助于巩固宽松预期。</p><p>目前市场已押注明年<strong>至少两次降息</strong>，高于美联储点阵图所暗示的一次。只要就业数据未出现失控式恶化，<strong>“偏弱但不崩”的非农，恰恰是风险资产最舒服的区间。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0f3e3f1fa592812d78ed2b9aa26ce445\" tg-width=\"510\" tg-height=\"444\"/></p><p>从定价看，市场对今晚并不紧张。<a href=\"https://laohu8.com/S/161125\">标普500</a>期权隐含的单日波动率约<strong>0.65%</strong>，处于近年来非农公布日前的低位。美联储已提前降息并释放鸽派信号，政策不确定性已被部分消化。</p><p>利率市场的反应将呈现明显非对称性。<strong>若失业率维持在4.5%附近，即便非农人数偏弱，利率下行空间可能有限；但若失业率意外升至4.6%或更高，前端利率可能迅速下行，重新定价2026年的降息路径。</strong></p><p>股市方面，大摩等机构认为，<strong>温和疲软的数据更可能被视为利好</strong>，有助于缓解此前周期股大幅跑赢后的回调压力。真正可能令股市承压的，反而是就业意外偏强、失业率回落——这将迫使市场重新评估“是否真的需要这么多次降息”。</p><p>外汇市场亦是如此。高盛高级外汇策略师Karen Fishman认为，疲软就业数据可能短线压制美元，利好日元、瑞郎等低息货币，但由于鲍威尔已暗示将“带着怀疑看数据”，整体波动幅度或低于传统非农夜。</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>今晚两份非农同时登场，“坏消息”或再成市场“好消息”？</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今晚两份非农同时登场，“坏消息”或再成市场“好消息”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-16 15:22 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3761469><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在鲍威尔明显转向“保就业”的背景下，市场正在形成一种新的共识：就业数据的疲软，将增强美联储进一步降息的预期，可能推动美股上涨。彭博调查显示，11月非农新增就业的中值仅为5万，预测区间从减少2万到增加13万不等；失业率预计升至4.5%，若兑现将创2021年以来新高。至于10月非农，投行预测分歧更大，不少机构预计将出现负增长。在美联储刚刚完成年内第三次降息、市场仍在为“明年1月还会不会继续降息”...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3761469\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d52e6e6d04d9823325064d60aa26462e","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3761469","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2591606059","content_text":"在鲍威尔明显转向“保就业”的背景下，市场正在形成一种新的共识：就业数据的疲软，将增强美联储进一步降息的预期，可能推动美股上涨。彭博调查显示，11月非农新增就业的中值仅为5万，预测区间从减少2万到增加13万不等；失业率预计升至4.5%，若兑现将创2021年以来新高。至于10月非农，投行预测分歧更大，不少机构预计将出现负增长。在美联储刚刚完成年内第三次降息、市场仍在为“明年1月还会不会继续降息”争论不休之际，因美国政府停摆延期的非农就业报告，终于要在今晚揭晓，而且还是一次性端上两份——10月和11月报告。在鲍威尔明显转向“保就业”的背景下，市场正在形成一种新的共识：就业数据的疲软，将增强美联储进一步降息的预期，可能推动美股上涨。北京时间周二晚，美国劳工统计局（BLS）将同时公布10月和11月非农就业报告，但由于政府停摆期间暂停了家庭调查，BLS不会公布10月失业率等数据。BLS已提前警告，11月家庭调查的统计误差将明显高于正常水平，未来几个月相关数据的波动性也可能偏大。从预期看，市场几乎没有形成共识。彭博调查显示，11月非农新增就业的中值仅为5万，预测区间从减少2万到增加13万不等；失业率预计升至4.5%，若兑现将创2021年以来新高。至于10月非农，投行预测分歧更大，不少机构预计将出现负增长。高盛预计10月非农就业仅增加1万（私人部门增7万），11月增加5.5万（私人部门增5万），略高于市场共识但低于前三个月平均水平。摩根士丹利则预测10月就业减少3万、11月增加5万，预计失业率将升至4.6%。大摩首席美国股票策略师Michael Wilson表示，当前市场已回到\"经济好消息即股市坏消息\"的状态，因为强劲的劳动力市场会降低美联储明年降息的可能性。政府裁员，成为压低非农的核心变量本轮非农最大的“技术性噪音”，来自联邦政府就业的急剧收缩。据美国人事管理局此前表示，约14.4万名政府雇员接受了“延迟辞职计划”（Deferred Resignation Program）。该行预计其中约三分之二的辞职在10月生效，导致联邦就业大幅下降10万。高盛预计，这一因素将拖累10月非农约7万人、11月约1万人；摩根士丹利、摩根大通、花旗、富国银行等机构同样认为，10月就业人数存在转负风险。相比之下，私营部门就业仍维持温和正增长，但难以完全对冲政府端的冲击。此外，今年感恩节偏晚，假日招聘启动时间推迟，也可能压制11月零售和临时岗位用工。高盛估算，该因素或令11月非农减少约1.5万人，但相应增量可能顺延至12月。该行历史数据显示，在感恩节较晚的年份，零售业就业增长往往疲弱。值得注意的是，由于政府停摆创下43天的历史纪录，本次就业报告面临多重异常因素。美国劳工统计局延长了11月数据收集期，但无法追溯收集10月的家庭调查数据，这意味着10月失业率将永远缺失。摩根士丹利评估认为，数据准确性不会因此明显下降。该行指出，11月就业数据的准确性将介于首次发布和第二次修正之间，而10月数据将接近第三次修正的标准。联邦雇员在11月13日重返工作岗位，正值11月调查周期内，因此不会对失业率造成直接扭曲。高盛强调，虽然DRP延期辞职计划对就业总数造成冲击，但不会影响私人就业数据，后者将提供劳动力市场状况的更清晰读数。该行建议投资者更关注私人部门就业变化，而非受政策因素干扰的总体数据。高频数据分裂：就业在降温，但还没“崩”从高频指标看，美国劳动力市场呈现出典型的“放缓而非崩塌”。一方面，初请失业金人数在11月调查窗口期明显低于9月和10月，四周均值持续回落；10月JOLTS职位空缺小幅回升，显示企业并未大规模裁员。另一方面，ADP数据显示11月私营部门就业减少3.2万人，RevelioLabs的非农代理指标在10月和11月均为负，招聘动能持续走弱。整体而言，裁员仍受控，但新增岗位明显降速，这与美联储所强调的“劳动力需求降温”高度一致。鲍威尔转向，重塑非农的解读方式高盛、大摩均认为，美联储主席鲍威尔在上周FOMC会议后的表态为市场定下基调。鲍威尔强调劳动力市场面临下行风险，并警告称非农就业数据可能每月高估约6万个职位。若进行修正，当前真实就业增速可能已接近零甚至为负。他同时强调，在当前阶段，政策层面更担忧劳动力市场的下行风险，而非通胀重新抬头。这意味着，市场不再简单用“好于预期或差于预期”来评判非农，而是更关注：数据是否验证就业正在持续降温，从而为进一步宽松提供空间。“坏非农”反而可能利好美股？在这一背景下，美股的逻辑正在发生微妙变化。摩根士丹利首席美股策略师Michael Wilson指出，市场已回到一种熟悉状态：经济好消息是美股坏消息，经济坏消息反而可能是好消息。就业过强意味着降息空间受限，而就业温和走弱，则有助于巩固宽松预期。目前市场已押注明年至少两次降息，高于美联储点阵图所暗示的一次。只要就业数据未出现失控式恶化，“偏弱但不崩”的非农，恰恰是风险资产最舒服的区间。从定价看，市场对今晚并不紧张。标普500期权隐含的单日波动率约0.65%，处于近年来非农公布日前的低位。美联储已提前降息并释放鸽派信号，政策不确定性已被部分消化。利率市场的反应将呈现明显非对称性。若失业率维持在4.5%附近，即便非农人数偏弱，利率下行空间可能有限；但若失业率意外升至4.6%或更高，前端利率可能迅速下行，重新定价2026年的降息路径。股市方面，大摩等机构认为，温和疲软的数据更可能被视为利好，有助于缓解此前周期股大幅跑赢后的回调压力。真正可能令股市承压的，反而是就业意外偏强、失业率回落——这将迫使市场重新评估“是否真的需要这么多次降息”。外汇市场亦是如此。高盛高级外汇策略师Karen Fishman认为，疲软就业数据可能短线压制美元，利好日元、瑞郎等低息货币，但由于鲍威尔已暗示将“带着怀疑看数据”，整体波动幅度或低于传统非农夜。","news_type":1,"symbols_score_info":{".IXIC":2,".DJI":2,".SPX":2}},"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":511357666350304,"gmtCreate":1765870148903,"gmtModify":1765870150505,"author":{"id":"3577074953058887","authorId":"3577074953058887","name":"小苹果一定能赢","avatar":"https://static.tigerbbs.com/bfc6ae3ee13a7d059b83defb54ed467c","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577074953058887","idStr":"3577074953058887"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$苹果(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511357666350304","repostId":"1150302615","repostType":2,"repost":{"id":"1150302615","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":1765867306,"share":"https://www.laohu8.com/m/news/1150302615?lang=zh_CN&edition=full","pubTime":"2025-12-16 14:41","market":"us","language":"zh","title":"小鹏汽车在广州市获得L3级自动驾驶道路测试牌照","url":"https://stock-news.laohu8.com/highlight/detail?id=1150302615","media":"老虎资讯综合","summary":"启动常态化的L3道路测试。","content":"<html><head></head><body><p>周二，<a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a> 港股直线拉升，跌幅收窄。消息面上，小鹏汽车已在广州市获得L3级自动驾驶道路测试牌照，并启动常态化的L3道路测试。该牌照主要用于在广州市智能网联汽车测试高快速路上进行有条件自动驾驶的测试。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07e234ec9bf53ebfa9ddf9699a18529e\" tg-width=\"560\" tg-height=\"240\"/></p><p>2025年科技日上，小鹏汽车正式发布具备L4级能力的第二代VLA，该软件预计将在2026年一季度量产上车。2026年，小鹏汽车计划推出量产的软硬件都达到L4级自动驾驶水平的车型。</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>小鹏汽车在广州市获得L3级自动驾驶道路测试牌照</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小鹏汽车在广州市获得L3级自动驾驶道路测试牌照\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\">2025-12-16 14:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二，<a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a> 港股直线拉升，跌幅收窄。消息面上，小鹏汽车已在广州市获得L3级自动驾驶道路测试牌照，并启动常态化的L3道路测试。该牌照主要用于在广州市智能网联汽车测试高快速路上进行有条件自动驾驶的测试。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07e234ec9bf53ebfa9ddf9699a18529e\" tg-width=\"560\" tg-height=\"240\"/></p><p>2025年科技日上，小鹏汽车正式发布具备L4级能力的第二代VLA，该软件预计将在2026年一季度量产上车。2026年，小鹏汽车计划推出量产的软硬件都达到L4级自动驾驶水平的车型。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ccf08a65163213fb22b4f94f7fb404e8","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150302615","content_text":"周二，小鹏汽车-W 港股直线拉升，跌幅收窄。消息面上，小鹏汽车已在广州市获得L3级自动驾驶道路测试牌照，并启动常态化的L3道路测试。该牌照主要用于在广州市智能网联汽车测试高快速路上进行有条件自动驾驶的测试。2025年科技日上，小鹏汽车正式发布具备L4级能力的第二代VLA，该软件预计将在2026年一季度量产上车。2026年，小鹏汽车计划推出量产的软硬件都达到L4级自动驾驶水平的车型。","news_type":1,"symbols_score_info":{"XPEV":1,"09868":1}},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":511038645510160,"gmtCreate":1765784859867,"gmtModify":1765784862224,"author":{"id":"3577074953058887","authorId":"3577074953058887","name":"小苹果一定能赢","avatar":"https://static.tigerbbs.com/bfc6ae3ee13a7d059b83defb54ed467c","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577074953058887","idStr":"3577074953058887"},"themes":[],"title":"","htmlText":"不错啊哈哈哈哈","listText":"不错啊哈哈哈哈","text":"不错啊哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511038645510160","repostId":"1127041825","repostType":2,"repost":{"id":"1127041825","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":1765783224,"share":"https://www.laohu8.com/m/news/1127041825?lang=zh_CN&edition=full","pubTime":"2025-12-15 15:20","market":"hk","language":"zh","title":"异动解读 | 科技股集体走弱，快手-W盘中大跌5.04%","url":"https://stock-news.laohu8.com/highlight/detail?id=1127041825","media":"异动解读","summary":"快手-W(01024)今日盘中大跌5.04%，成为市场关注的焦点之一。消息面上，港股科技股今日普遍表现疲软，科技指数跌幅超过2%。快手-W作为科技指数成分股之一，受到整体市场情绪拖累，股价显著下跌。其他科技股如百度集团、中芯国际等也出现不同程度的下挫。市场分析人士指出，科技股的集体走弱可能与近期市场对宏观经济数据的担忧有关，投资者风险偏好下降，导致资金从科技板块流出。","content":"<p>快手-W(01024)今日盘中大跌5.04%，成为市场关注的焦点之一。</p><p>消息面上，港股科技股今日普遍表现疲软，科技指数跌幅超过2%。快手-W作为科技指数成分股之一，受到整体市场情绪拖累，股价显著下跌。其他科技股如百度集团、中芯国际等也出现不同程度的下挫。</p><p>市场分析人士指出，科技股的集体走弱可能与近期市场对宏观经济数据的担忧有关，投资者风险偏好下降，导致资金从科技板块流出。</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 | 科技股集体走弱，快手-W盘中大跌5.04%</title>\n<style 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91的交付计划。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/179329065148464","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":505999280148760,"gmtCreate":1764559246355,"gmtModify":1764559248382,"author":{"id":"3577074953058887","authorId":"3577074953058887","name":"小苹果一定能赢","avatar":"https://static.tigerbbs.com/bfc6ae3ee13a7d059b83defb54ed467c","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577074953058887","idStr":"3577074953058887"},"themes":[],"title":"","htmlText":"//<a href=\"https://laohu8.com/U/3540180415380202\">@英文名称</a>:港交所app","listText":"//<a href=\"https://laohu8.com/U/3540180415380202\">@英文名称</a>:港交所app","text":"//@英文名称:港交所app","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/505999280148760","repostId":"1181154587","repostType":2,"repost":{"id":"1181154587","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":1749012681,"share":"https://www.laohu8.com/m/news/1181154587?lang=zh_CN&edition=full","pubTime":"2025-06-04 12:51","market":"us","language":"zh","title":"港股期权｜阿里成交4万张领跑，小米认沽放量，美团短期看涨飙涨600%","url":"https://stock-news.laohu8.com/highlight/detail?id=1181154587","media":"老虎资讯综合","summary":"$MET.HK 20250606 140.00 CALL$ 此外，多张于6月6日到期的看涨期权暴涨，最高涨幅达600%。","content":"<html><head></head><body><p><strong>一、股票期权成交量</strong></p><p>截止午间收盘，港股期权半日成交超29万张，其中，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>成交量居前，期权成交4.16万张；<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>名列次席，期权成交2.57万张；<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>位居第三，期权成交2.35万张。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3a63b1f5f41bcd21331cf285dc224e0\" tg-width=\"1179\" tg-height=\"1769\"/></p><p><strong>二、异动观察</strong></p><p><strong><a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>早盘涨超1%，期权方面：半日成交4.16万张合约，其中于9月29日到期行权价85港元的认沽期权成交量居前，成交超5000张合约。</strong> <a class=\"teditor-mention\" data-mention-id=\"ALB.HK 20250929 85.00 PUT\" data-mention-name=\"阿里 250929 85.00 PUT\" href=\"https://laohu8.com/OPT/ALB.HK%2020250929%2085.00%20PUT\">$ALB.HK 20250929 85.00 PUT$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59f12d6534217ecc23a5da076e8c9827\" tg-width=\"1179\" tg-height=\"1987\"/></p><p><strong><a href=\"https://laohu8.com/S/01810\">小米集团-W</a>早盘上涨1.69%，期权方面：半日成交2.35万张合约，其中于6月27日到期行权价50港元的认沽期权成交量居前，成交超3700张合约。</strong> <a class=\"teditor-mention\" data-mention-id=\"MIU.HK 20250627 50.00 PUT\" data-mention-name=\"小米 250627 50.00 PUT\" href=\"https://laohu8.com/OPT/MIU.HK%2020250627%2050.00%20PUT\">$MIU.HK 20250627 50.00 PUT$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e38ff833173fb87830009e527c47d7b\" tg-width=\"1179\" tg-height=\"1990\"/></p><p>消息方面：6月3日，小米在投资者日活动中传递了一系列令市场振奋的消息。<a href=\"https://laohu8.com/S/DB\">德意志银行</a>在最新研报中总结了小米投资者日的最大亮点，包括强劲的全年业绩指引、汽车业务<a href=\"https://laohu8.com/S/06838\">盈利时</a>点、汽车出海计划，以及芯片自研进展等。德银维持小米&#34;买入&#34;评级，12个月目标价75港元，较当前51.6港元的股价仍有45%的上涨空间。(延伸阅读：<a href=\"https://laohu8.com/NW/2540853038\" title=\"全年利润指引、AIoT收入目标、汽车出海、自研汽车芯片.……一文读懂小米投资者日说了什么\" target=\"_blank\">全年利润指引、AIoT收入目标、汽车出海、自研汽车芯片.……一文读懂小米投资者日说了什么</a>)</p><p><strong><a href=\"https://laohu8.com/S/03690\">美团-W</a>早盘涨超4%，期权方面：半日成交2.2万张合约，其中于6月6日到期行权价140港元的认购期权成交量居前，成交超1800张合约。</strong> <a class=\"teditor-mention\" data-mention-id=\"MET.HK 20250606 140.00 CALL\" data-mention-name=\"美团 250606 140.00 CALL\" href=\"https://laohu8.com/OPT/MET.HK%2020250606%20140.00%20CALL\">$MET.HK 20250606 140.00 CALL$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5037de5585862b73dfd582224ff36b54\" tg-width=\"1179\" tg-height=\"1981\"/></p><p>此外，多张于6月6日到期的看涨期权暴涨，最高涨幅达600%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/197f4736db3aece7673dc84a60988a30\" tg-width=\"918\" tg-height=\"611\"/></p><p>消息方面：6月3日，美团闪购发布“618”首周期消费数据洞察显示：5月28日至6月1日，白酒、精酿啤酒、手机、运动鞋服、电脑整机、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>设备、电子教育、小家电、厨卫大家电、眼部护理用品、男士彩妆等50余类商品成交额相比去年同期增长超过1倍，其中白酒成交额增长近19倍，<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>设备增长超8倍，电子教育类商品增长超5倍，电脑整机增长超3倍，运动鞋服、眼部护理用品、男士彩妆增长均超2倍，多类儿童用品、户外出游等节日相关商品销售翻倍。酒类、3C家电、运动用品、美妆护肤、母婴奶粉、儿童玩具、商超等类目的超过800家品牌商、零售商成交额翻倍增长。</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>港股期权｜阿里成交4万张领跑，小米认沽放量，美团短期看涨飙涨600%</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港股期权｜阿里成交4万张领跑，小米认沽放量，美团短期看涨飙涨600%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-06-04 12:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>一、股票期权成交量</strong></p><p>截止午间收盘，港股期权半日成交超29万张，其中，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>成交量居前，期权成交4.16万张；<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>名列次席，期权成交2.57万张；<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>位居第三，期权成交2.35万张。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3a63b1f5f41bcd21331cf285dc224e0\" tg-width=\"1179\" tg-height=\"1769\"/></p><p><strong>二、异动观察</strong></p><p><strong><a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>早盘涨超1%，期权方面：半日成交4.16万张合约，其中于9月29日到期行权价85港元的认沽期权成交量居前，成交超5000张合约。</strong> <a class=\"teditor-mention\" data-mention-id=\"ALB.HK 20250929 85.00 PUT\" data-mention-name=\"阿里 250929 85.00 PUT\" href=\"https://laohu8.com/OPT/ALB.HK%2020250929%2085.00%20PUT\">$ALB.HK 20250929 85.00 PUT$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59f12d6534217ecc23a5da076e8c9827\" tg-width=\"1179\" tg-height=\"1987\"/></p><p><strong><a href=\"https://laohu8.com/S/01810\">小米集团-W</a>早盘上涨1.69%，期权方面：半日成交2.35万张合约，其中于6月27日到期行权价50港元的认沽期权成交量居前，成交超3700张合约。</strong> <a class=\"teditor-mention\" data-mention-id=\"MIU.HK 20250627 50.00 PUT\" data-mention-name=\"小米 250627 50.00 PUT\" href=\"https://laohu8.com/OPT/MIU.HK%2020250627%2050.00%20PUT\">$MIU.HK 20250627 50.00 PUT$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e38ff833173fb87830009e527c47d7b\" tg-width=\"1179\" tg-height=\"1990\"/></p><p>消息方面：6月3日，小米在投资者日活动中传递了一系列令市场振奋的消息。<a href=\"https://laohu8.com/S/DB\">德意志银行</a>在最新研报中总结了小米投资者日的最大亮点，包括强劲的全年业绩指引、汽车业务<a href=\"https://laohu8.com/S/06838\">盈利时</a>点、汽车出海计划，以及芯片自研进展等。德银维持小米&#34;买入&#34;评级，12个月目标价75港元，较当前51.6港元的股价仍有45%的上涨空间。(延伸阅读：<a href=\"https://laohu8.com/NW/2540853038\" title=\"全年利润指引、AIoT收入目标、汽车出海、自研汽车芯片.……一文读懂小米投资者日说了什么\" target=\"_blank\">全年利润指引、AIoT收入目标、汽车出海、自研汽车芯片.……一文读懂小米投资者日说了什么</a>)</p><p><strong><a href=\"https://laohu8.com/S/03690\">美团-W</a>早盘涨超4%，期权方面：半日成交2.2万张合约，其中于6月6日到期行权价140港元的认购期权成交量居前，成交超1800张合约。</strong> <a class=\"teditor-mention\" data-mention-id=\"MET.HK 20250606 140.00 CALL\" data-mention-name=\"美团 250606 140.00 CALL\" href=\"https://laohu8.com/OPT/MET.HK%2020250606%20140.00%20CALL\">$MET.HK 20250606 140.00 CALL$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5037de5585862b73dfd582224ff36b54\" tg-width=\"1179\" tg-height=\"1981\"/></p><p>此外，多张于6月6日到期的看涨期权暴涨，最高涨幅达600%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/197f4736db3aece7673dc84a60988a30\" tg-width=\"918\" tg-height=\"611\"/></p><p>消息方面：6月3日，美团闪购发布“618”首周期消费数据洞察显示：5月28日至6月1日，白酒、精酿啤酒、手机、运动鞋服、电脑整机、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>设备、电子教育、小家电、厨卫大家电、眼部护理用品、男士彩妆等50余类商品成交额相比去年同期增长超过1倍，其中白酒成交额增长近19倍，<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>设备增长超8倍，电子教育类商品增长超5倍，电脑整机增长超3倍，运动鞋服、眼部护理用品、男士彩妆增长均超2倍，多类儿童用品、户外出游等节日相关商品销售翻倍。酒类、3C家电、运动用品、美妆护肤、母婴奶粉、儿童玩具、商超等类目的超过800家品牌商、零售商成交额翻倍增长。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BK4505":"高瓴资本持仓","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","BK4527":"明星科技股","BK4543":"AI","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0052750758.USD":"富兰克林中国基金A Acc","BK4503":"景林资产持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK1615":"港股-互联网","BK4526":"热门中概股","BK4220":"综合零售","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","BK4524":"宅经济概念","09988":"阿里巴巴-W","00700":"腾讯控股","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","01810":"小米集团-W","LU0048580855.USD":"富达大中华区A","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","03690":"美团-W","LU0228659784.USD":"施罗德金砖四国基金","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK4502":"阿里概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181154587","content_text":"一、股票期权成交量截止午间收盘，港股期权半日成交超29万张，其中，阿里巴巴-W成交量居前，期权成交4.16万张；腾讯控股名列次席，期权成交2.57万张；小米集团-W位居第三，期权成交2.35万张。二、异动观察阿里巴巴-W早盘涨超1%，期权方面：半日成交4.16万张合约，其中于9月29日到期行权价85港元的认沽期权成交量居前，成交超5000张合约。 $ALB.HK 20250929 85.00 PUT$ 小米集团-W早盘上涨1.69%，期权方面：半日成交2.35万张合约，其中于6月27日到期行权价50港元的认沽期权成交量居前，成交超3700张合约。 $MIU.HK 20250627 50.00 PUT$ 消息方面：6月3日，小米在投资者日活动中传递了一系列令市场振奋的消息。德意志银行在最新研报中总结了小米投资者日的最大亮点，包括强劲的全年业绩指引、汽车业务盈利时点、汽车出海计划，以及芯片自研进展等。德银维持小米\"买入\"评级，12个月目标价75港元，较当前51.6港元的股价仍有45%的上涨空间。(延伸阅读：全年利润指引、AIoT收入目标、汽车出海、自研汽车芯片.……一文读懂小米投资者日说了什么)美团-W早盘涨超4%，期权方面：半日成交2.2万张合约，其中于6月6日到期行权价140港元的认购期权成交量居前，成交超1800张合约。 $MET.HK 20250606 140.00 CALL$ 此外，多张于6月6日到期的看涨期权暴涨，最高涨幅达600%。消息方面：6月3日，美团闪购发布“618”首周期消费数据洞察显示：5月28日至6月1日，白酒、精酿啤酒、手机、运动鞋服、电脑整机、智能设备、电子教育、小家电、厨卫大家电、眼部护理用品、男士彩妆等50余类商品成交额相比去年同期增长超过1倍，其中白酒成交额增长近19倍，智能设备增长超8倍，电子教育类商品增长超5倍，电脑整机增长超3倍，运动鞋服、眼部护理用品、男士彩妆增长均超2倍，多类儿童用品、户外出游等节日相关商品销售翻倍。酒类、3C家电、运动用品、美妆护肤、母婴奶粉、儿童玩具、商超等类目的超过800家品牌商、零售商成交额翻倍增长。","news_type":1,"symbols_score_info":{"03690":1,"09988":1.1,"00700":1.1,"01810":1}},"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":505998849679384,"gmtCreate":1764559240335,"gmtModify":1764559242187,"author":{"id":"3577074953058887","authorId":"3577074953058887","name":"小苹果一定能赢","avatar":"https://static.tigerbbs.com/bfc6ae3ee13a7d059b83defb54ed467c","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577074953058887","idStr":"3577074953058887"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/505998849679384","repostId":"329790654357720","repostType":1,"repost":{"id":329790654357720,"gmtCreate":1721545741227,"gmtModify":1721548018526,"author":{"id":"3540180415380202","authorId":"3540180415380202","name":"英文名称","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540180415380202","idStr":"3540180415380202"},"themes":[],"htmlText":"周一特斯拉要涨了","listText":"周一特斯拉要涨了","text":"周一特斯拉要涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329790654357720","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":505999522881832,"gmtCreate":1764559216137,"gmtModify":1764559218553,"author":{"id":"3577074953058887","authorId":"3577074953058887","name":"小苹果一定能赢","avatar":"https://static.tigerbbs.com/bfc6ae3ee13a7d059b83defb54ed467c","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577074953058887","idStr":"3577074953058887"},"themes":[],"title":"","htmlText":"//<a href=\"https://laohu8.com/U/3540180415380202\">@英文名称</a>: 港交所app","listText":"//<a href=\"https://laohu8.com/U/3540180415380202\">@英文名称</a>: 港交所app","text":"//@英文名称: 港交所app","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/505999522881832","repostId":"1181154587","repostType":2,"repost":{"id":"1181154587","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":1749012681,"share":"https://www.laohu8.com/m/news/1181154587?lang=zh_CN&edition=full","pubTime":"2025-06-04 12:51","market":"us","language":"zh","title":"港股期权｜阿里成交4万张领跑，小米认沽放量，美团短期看涨飙涨600%","url":"https://stock-news.laohu8.com/highlight/detail?id=1181154587","media":"老虎资讯综合","summary":"$MET.HK 20250606 140.00 CALL$ 此外，多张于6月6日到期的看涨期权暴涨，最高涨幅达600%。","content":"<html><head></head><body><p><strong>一、股票期权成交量</strong></p><p>截止午间收盘，港股期权半日成交超29万张，其中，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>成交量居前，期权成交4.16万张；<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>名列次席，期权成交2.57万张；<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>位居第三，期权成交2.35万张。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3a63b1f5f41bcd21331cf285dc224e0\" tg-width=\"1179\" tg-height=\"1769\"/></p><p><strong>二、异动观察</strong></p><p><strong><a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>早盘涨超1%，期权方面：半日成交4.16万张合约，其中于9月29日到期行权价85港元的认沽期权成交量居前，成交超5000张合约。</strong> <a class=\"teditor-mention\" data-mention-id=\"ALB.HK 20250929 85.00 PUT\" data-mention-name=\"阿里 250929 85.00 PUT\" href=\"https://laohu8.com/OPT/ALB.HK%2020250929%2085.00%20PUT\">$ALB.HK 20250929 85.00 PUT$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59f12d6534217ecc23a5da076e8c9827\" tg-width=\"1179\" tg-height=\"1987\"/></p><p><strong><a href=\"https://laohu8.com/S/01810\">小米集团-W</a>早盘上涨1.69%，期权方面：半日成交2.35万张合约，其中于6月27日到期行权价50港元的认沽期权成交量居前，成交超3700张合约。</strong> <a class=\"teditor-mention\" data-mention-id=\"MIU.HK 20250627 50.00 PUT\" data-mention-name=\"小米 250627 50.00 PUT\" href=\"https://laohu8.com/OPT/MIU.HK%2020250627%2050.00%20PUT\">$MIU.HK 20250627 50.00 PUT$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e38ff833173fb87830009e527c47d7b\" tg-width=\"1179\" tg-height=\"1990\"/></p><p>消息方面：6月3日，小米在投资者日活动中传递了一系列令市场振奋的消息。<a href=\"https://laohu8.com/S/DB\">德意志银行</a>在最新研报中总结了小米投资者日的最大亮点，包括强劲的全年业绩指引、汽车业务<a href=\"https://laohu8.com/S/06838\">盈利时</a>点、汽车出海计划，以及芯片自研进展等。德银维持小米&#34;买入&#34;评级，12个月目标价75港元，较当前51.6港元的股价仍有45%的上涨空间。(延伸阅读：<a href=\"https://laohu8.com/NW/2540853038\" title=\"全年利润指引、AIoT收入目标、汽车出海、自研汽车芯片.……一文读懂小米投资者日说了什么\" target=\"_blank\">全年利润指引、AIoT收入目标、汽车出海、自研汽车芯片.……一文读懂小米投资者日说了什么</a>)</p><p><strong><a href=\"https://laohu8.com/S/03690\">美团-W</a>早盘涨超4%，期权方面：半日成交2.2万张合约，其中于6月6日到期行权价140港元的认购期权成交量居前，成交超1800张合约。</strong> <a class=\"teditor-mention\" data-mention-id=\"MET.HK 20250606 140.00 CALL\" data-mention-name=\"美团 250606 140.00 CALL\" href=\"https://laohu8.com/OPT/MET.HK%2020250606%20140.00%20CALL\">$MET.HK 20250606 140.00 CALL$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5037de5585862b73dfd582224ff36b54\" tg-width=\"1179\" tg-height=\"1981\"/></p><p>此外，多张于6月6日到期的看涨期权暴涨，最高涨幅达600%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/197f4736db3aece7673dc84a60988a30\" tg-width=\"918\" tg-height=\"611\"/></p><p>消息方面：6月3日，美团闪购发布“618”首周期消费数据洞察显示：5月28日至6月1日，白酒、精酿啤酒、手机、运动鞋服、电脑整机、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>设备、电子教育、小家电、厨卫大家电、眼部护理用品、男士彩妆等50余类商品成交额相比去年同期增长超过1倍，其中白酒成交额增长近19倍，<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>设备增长超8倍，电子教育类商品增长超5倍，电脑整机增长超3倍，运动鞋服、眼部护理用品、男士彩妆增长均超2倍，多类儿童用品、户外出游等节日相关商品销售翻倍。酒类、3C家电、运动用品、美妆护肤、母婴奶粉、儿童玩具、商超等类目的超过800家品牌商、零售商成交额翻倍增长。</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>港股期权｜阿里成交4万张领跑，小米认沽放量，美团短期看涨飙涨600%</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港股期权｜阿里成交4万张领跑，小米认沽放量，美团短期看涨飙涨600%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-06-04 12:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>一、股票期权成交量</strong></p><p>截止午间收盘，港股期权半日成交超29万张，其中，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>成交量居前，期权成交4.16万张；<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>名列次席，期权成交2.57万张；<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>位居第三，期权成交2.35万张。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3a63b1f5f41bcd21331cf285dc224e0\" tg-width=\"1179\" tg-height=\"1769\"/></p><p><strong>二、异动观察</strong></p><p><strong><a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>早盘涨超1%，期权方面：半日成交4.16万张合约，其中于9月29日到期行权价85港元的认沽期权成交量居前，成交超5000张合约。</strong> <a class=\"teditor-mention\" data-mention-id=\"ALB.HK 20250929 85.00 PUT\" data-mention-name=\"阿里 250929 85.00 PUT\" href=\"https://laohu8.com/OPT/ALB.HK%2020250929%2085.00%20PUT\">$ALB.HK 20250929 85.00 PUT$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59f12d6534217ecc23a5da076e8c9827\" tg-width=\"1179\" tg-height=\"1987\"/></p><p><strong><a href=\"https://laohu8.com/S/01810\">小米集团-W</a>早盘上涨1.69%，期权方面：半日成交2.35万张合约，其中于6月27日到期行权价50港元的认沽期权成交量居前，成交超3700张合约。</strong> <a class=\"teditor-mention\" data-mention-id=\"MIU.HK 20250627 50.00 PUT\" data-mention-name=\"小米 250627 50.00 PUT\" href=\"https://laohu8.com/OPT/MIU.HK%2020250627%2050.00%20PUT\">$MIU.HK 20250627 50.00 PUT$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e38ff833173fb87830009e527c47d7b\" tg-width=\"1179\" tg-height=\"1990\"/></p><p>消息方面：6月3日，小米在投资者日活动中传递了一系列令市场振奋的消息。<a href=\"https://laohu8.com/S/DB\">德意志银行</a>在最新研报中总结了小米投资者日的最大亮点，包括强劲的全年业绩指引、汽车业务<a href=\"https://laohu8.com/S/06838\">盈利时</a>点、汽车出海计划，以及芯片自研进展等。德银维持小米&#34;买入&#34;评级，12个月目标价75港元，较当前51.6港元的股价仍有45%的上涨空间。(延伸阅读：<a href=\"https://laohu8.com/NW/2540853038\" title=\"全年利润指引、AIoT收入目标、汽车出海、自研汽车芯片.……一文读懂小米投资者日说了什么\" target=\"_blank\">全年利润指引、AIoT收入目标、汽车出海、自研汽车芯片.……一文读懂小米投资者日说了什么</a>)</p><p><strong><a href=\"https://laohu8.com/S/03690\">美团-W</a>早盘涨超4%，期权方面：半日成交2.2万张合约，其中于6月6日到期行权价140港元的认购期权成交量居前，成交超1800张合约。</strong> <a class=\"teditor-mention\" data-mention-id=\"MET.HK 20250606 140.00 CALL\" data-mention-name=\"美团 250606 140.00 CALL\" href=\"https://laohu8.com/OPT/MET.HK%2020250606%20140.00%20CALL\">$MET.HK 20250606 140.00 CALL$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5037de5585862b73dfd582224ff36b54\" tg-width=\"1179\" tg-height=\"1981\"/></p><p>此外，多张于6月6日到期的看涨期权暴涨，最高涨幅达600%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/197f4736db3aece7673dc84a60988a30\" tg-width=\"918\" tg-height=\"611\"/></p><p>消息方面：6月3日，美团闪购发布“618”首周期消费数据洞察显示：5月28日至6月1日，白酒、精酿啤酒、手机、运动鞋服、电脑整机、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>设备、电子教育、小家电、厨卫大家电、眼部护理用品、男士彩妆等50余类商品成交额相比去年同期增长超过1倍，其中白酒成交额增长近19倍，<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>设备增长超8倍，电子教育类商品增长超5倍，电脑整机增长超3倍，运动鞋服、眼部护理用品、男士彩妆增长均超2倍，多类儿童用品、户外出游等节日相关商品销售翻倍。酒类、3C家电、运动用品、美妆护肤、母婴奶粉、儿童玩具、商超等类目的超过800家品牌商、零售商成交额翻倍增长。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BK4505":"高瓴资本持仓","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","BK4527":"明星科技股","BK4543":"AI","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0052750758.USD":"富兰克林中国基金A Acc","BK4503":"景林资产持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK1615":"港股-互联网","BK4526":"热门中概股","BK4220":"综合零售","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","BK4524":"宅经济概念","09988":"阿里巴巴-W","00700":"腾讯控股","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","01810":"小米集团-W","LU0048580855.USD":"富达大中华区A","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","03690":"美团-W","LU0228659784.USD":"施罗德金砖四国基金","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK4502":"阿里概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181154587","content_text":"一、股票期权成交量截止午间收盘，港股期权半日成交超29万张，其中，阿里巴巴-W成交量居前，期权成交4.16万张；腾讯控股名列次席，期权成交2.57万张；小米集团-W位居第三，期权成交2.35万张。二、异动观察阿里巴巴-W早盘涨超1%，期权方面：半日成交4.16万张合约，其中于9月29日到期行权价85港元的认沽期权成交量居前，成交超5000张合约。 $ALB.HK 20250929 85.00 PUT$ 小米集团-W早盘上涨1.69%，期权方面：半日成交2.35万张合约，其中于6月27日到期行权价50港元的认沽期权成交量居前，成交超3700张合约。 $MIU.HK 20250627 50.00 PUT$ 消息方面：6月3日，小米在投资者日活动中传递了一系列令市场振奋的消息。德意志银行在最新研报中总结了小米投资者日的最大亮点，包括强劲的全年业绩指引、汽车业务盈利时点、汽车出海计划，以及芯片自研进展等。德银维持小米\"买入\"评级，12个月目标价75港元，较当前51.6港元的股价仍有45%的上涨空间。(延伸阅读：全年利润指引、AIoT收入目标、汽车出海、自研汽车芯片.……一文读懂小米投资者日说了什么)美团-W早盘涨超4%，期权方面：半日成交2.2万张合约，其中于6月6日到期行权价140港元的认购期权成交量居前，成交超1800张合约。 $MET.HK 20250606 140.00 CALL$ 此外，多张于6月6日到期的看涨期权暴涨，最高涨幅达600%。消息方面：6月3日，美团闪购发布“618”首周期消费数据洞察显示：5月28日至6月1日，白酒、精酿啤酒、手机、运动鞋服、电脑整机、智能设备、电子教育、小家电、厨卫大家电、眼部护理用品、男士彩妆等50余类商品成交额相比去年同期增长超过1倍，其中白酒成交额增长近19倍，智能设备增长超8倍，电子教育类商品增长超5倍，电脑整机增长超3倍，运动鞋服、眼部护理用品、男士彩妆增长均超2倍，多类儿童用品、户外出游等节日相关商品销售翻倍。酒类、3C家电、运动用品、美妆护肤、母婴奶粉、儿童玩具、商超等类目的超过800家品牌商、零售商成交额翻倍增长。","news_type":1,"symbols_score_info":{"03690":1,"09988":1.1,"00700":1.1,"01810":1}},"isVote":1,"tweetType":1,"viewCount":490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":505998871745080,"gmtCreate":1764559153516,"gmtModify":1764559155468,"author":{"id":"3577074953058887","authorId":"3577074953058887","name":"小苹果一定能赢","avatar":"https://static.tigerbbs.com/bfc6ae3ee13a7d059b83defb54ed467c","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577074953058887","idStr":"3577074953058887"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/505998871745080","repostId":"329790654357720","repostType":1,"repost":{"id":329790654357720,"gmtCreate":1721545741227,"gmtModify":1721548018526,"author":{"id":"3540180415380202","authorId":"3540180415380202","name":"英文名称","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540180415380202","idStr":"3540180415380202"},"themes":[],"htmlText":"周一特斯拉要涨了","listText":"周一特斯拉要涨了","text":"周一特斯拉要涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329790654357720","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506184664338656,"gmtCreate":1764559133003,"gmtModify":1764559135545,"author":{"id":"3577074953058887","authorId":"3577074953058887","name":"小苹果一定能赢","avatar":"https://static.tigerbbs.com/bfc6ae3ee13a7d059b83defb54ed467c","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577074953058887","idStr":"3577074953058887"},"themes":[],"title":"","htmlText":"//<a href=\"https://laohu8.com/U/3540180415380202\">@英文名称</a>: 说说你对这篇新闻的看法...","listText":"//<a href=\"https://laohu8.com/U/3540180415380202\">@英文名称</a>: 说说你对这篇新闻的看法...","text":"//@英文名称: 说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506184664338656","repostId":"1147872891","repostType":2,"repost":{"id":"1147872891","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":1750752945,"share":"https://www.laohu8.com/m/news/1147872891?lang=zh_CN&edition=full","pubTime":"2025-06-24 16:15","market":"us","language":"zh","title":"暗盘｜曹操出行跌超14%，总市值195.9亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1147872891","media":"老虎资讯综合","summary":"6月24日，曹操出行暗盘跌超14%，报36港元/股，总市值195.9亿港元；不计手续费，中签一手亏超590港元；公司每股定价41.94港元，每手100股，将于6月25日（周三）正式挂牌交易。于2022年至2024年，曹操出行的收入由人民币76亿元增加至人民币147亿元，毛利率则由负4.4%提升至8.1%。于2023年及2024年，公司分别录得毛利人民币6.15亿元及人民币11.86亿元，由2022年的毛损人民币3.39亿元扭亏为盈。","content":"<html><head></head><body><p>6月24日，<a href=\"https://laohu8.com/S/02643\">曹操出行</a>暗盘跌超14%，报36港元/股，总市值195.9亿港元；不计手续费，中签一手亏超590港元；公司每股定价41.94港元，每手100股，将于6月25日（周三）正式挂牌交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79ae4d48cf4f4f97ec9e2b5ba3336cff\" tg-width=\"1179\" tg-height=\"1965\"/></p><p>曹操出行是一家由<a href=\"https://laohu8.com/S/00175\">吉利</a>集团孵化的中国网约车平台。截至2024年12月31日，在136个城市运营。公司与吉利集团的战略合作使公司可以共同开发并大规模部署公司的定制车。截至2024年12月31日，公司在31个城市拥有一支超过34,000辆定制车的车队供公司的附属司机使用，根据弗若斯特沙利文的资料，曹操出行的车队为中国同类车队最大。</p><p>此外，公司与吉利集团的战略合作提高了公司的经营效率。公司为司机提供车服解决方案，包括实施全面的司机安全激励措施以降低保险成本，以及采用净修计划降低保养及维修成本。公司利用吉利集团体系内庞大的换电站及汽车维修店网络，为司机赋能以提高他们的净收入。公司的定制车亦为司机优化了经济性及驾驶体验。</p><p>公司深度参与车辆设计过程，这使公司能够设计满足乘客及司机需求的车辆，包括提高车辆的耐用性、可维修性及采用创新的换电架构及设置智能座舱功能。公司部署定制车的能力进一步巩固了公司的竞争优势。该等车辆受益于庞大的规模经济及供应链谈判能力，从而实现高成本效益。截至2024年12月31日，公司在31个城市部署超过34,000辆定制车的车队供公司附属司机使用，根据弗若斯特沙利文的资料，规模为中国同类车队最大。此外，公司于2024年进军85个<a href=\"https://laohu8.com/S/300778\">新城市</a>，与当地运力合作伙伴合作，向彼等销售定制车。</p><p>财务概况</p><p>曹操出行已经实现增长，同时盈利能力持续提升。于2022年至2024年，曹操出行的收入由人民币76亿元增加至人民币147亿元，毛利率则由负4.4%提升至8.1%。于2023年及2024年，公司分别录得毛利人民币6.15亿元及人民币11.86亿元，由2022年的毛损人民币3.39亿元扭亏为盈。公司的收入产生自以网约车形式提供的出行服务。就出行服务而言，公司亦自车辆租赁、车辆销售及其他服务中确认收入。</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>暗盘｜曹操出行跌超14%，总市值195.9亿港元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n暗盘｜曹操出行跌超14%，总市值195.9亿港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-06-24 16:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月24日，<a href=\"https://laohu8.com/S/02643\">曹操出行</a>暗盘跌超14%，报36港元/股，总市值195.9亿港元；不计手续费，中签一手亏超590港元；公司每股定价41.94港元，每手100股，将于6月25日（周三）正式挂牌交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79ae4d48cf4f4f97ec9e2b5ba3336cff\" tg-width=\"1179\" tg-height=\"1965\"/></p><p>曹操出行是一家由<a href=\"https://laohu8.com/S/00175\">吉利</a>集团孵化的中国网约车平台。截至2024年12月31日，在136个城市运营。公司与吉利集团的战略合作使公司可以共同开发并大规模部署公司的定制车。截至2024年12月31日，公司在31个城市拥有一支超过34,000辆定制车的车队供公司的附属司机使用，根据弗若斯特沙利文的资料，曹操出行的车队为中国同类车队最大。</p><p>此外，公司与吉利集团的战略合作提高了公司的经营效率。公司为司机提供车服解决方案，包括实施全面的司机安全激励措施以降低保险成本，以及采用净修计划降低保养及维修成本。公司利用吉利集团体系内庞大的换电站及汽车维修店网络，为司机赋能以提高他们的净收入。公司的定制车亦为司机优化了经济性及驾驶体验。</p><p>公司深度参与车辆设计过程，这使公司能够设计满足乘客及司机需求的车辆，包括提高车辆的耐用性、可维修性及采用创新的换电架构及设置智能座舱功能。公司部署定制车的能力进一步巩固了公司的竞争优势。该等车辆受益于庞大的规模经济及供应链谈判能力，从而实现高成本效益。截至2024年12月31日，公司在31个城市部署超过34,000辆定制车的车队供公司附属司机使用，根据弗若斯特沙利文的资料，规模为中国同类车队最大。此外，公司于2024年进军85个<a href=\"https://laohu8.com/S/300778\">新城市</a>，与当地运力合作伙伴合作，向彼等销售定制车。</p><p>财务概况</p><p>曹操出行已经实现增长，同时盈利能力持续提升。于2022年至2024年，曹操出行的收入由人民币76亿元增加至人民币147亿元，毛利率则由负4.4%提升至8.1%。于2023年及2024年，公司分别录得毛利人民币6.15亿元及人民币11.86亿元，由2022年的毛损人民币3.39亿元扭亏为盈。公司的收入产生自以网约车形式提供的出行服务。就出行服务而言，公司亦自车辆租赁、车辆销售及其他服务中确认收入。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0ce2150539126c18741df61d30e38fd8","relate_stocks":{"02643":"曹操出行"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147872891","content_text":"6月24日，曹操出行暗盘跌超14%，报36港元/股，总市值195.9亿港元；不计手续费，中签一手亏超590港元；公司每股定价41.94港元，每手100股，将于6月25日（周三）正式挂牌交易。曹操出行是一家由吉利集团孵化的中国网约车平台。截至2024年12月31日，在136个城市运营。公司与吉利集团的战略合作使公司可以共同开发并大规模部署公司的定制车。截至2024年12月31日，公司在31个城市拥有一支超过34,000辆定制车的车队供公司的附属司机使用，根据弗若斯特沙利文的资料，曹操出行的车队为中国同类车队最大。此外，公司与吉利集团的战略合作提高了公司的经营效率。公司为司机提供车服解决方案，包括实施全面的司机安全激励措施以降低保险成本，以及采用净修计划降低保养及维修成本。公司利用吉利集团体系内庞大的换电站及汽车维修店网络，为司机赋能以提高他们的净收入。公司的定制车亦为司机优化了经济性及驾驶体验。公司深度参与车辆设计过程，这使公司能够设计满足乘客及司机需求的车辆，包括提高车辆的耐用性、可维修性及采用创新的换电架构及设置智能座舱功能。公司部署定制车的能力进一步巩固了公司的竞争优势。该等车辆受益于庞大的规模经济及供应链谈判能力，从而实现高成本效益。截至2024年12月31日，公司在31个城市部署超过34,000辆定制车的车队供公司附属司机使用，根据弗若斯特沙利文的资料，规模为中国同类车队最大。此外，公司于2024年进军85个新城市，与当地运力合作伙伴合作，向彼等销售定制车。财务概况曹操出行已经实现增长，同时盈利能力持续提升。于2022年至2024年，曹操出行的收入由人民币76亿元增加至人民币147亿元，毛利率则由负4.4%提升至8.1%。于2023年及2024年，公司分别录得毛利人民币6.15亿元及人民币11.86亿元，由2022年的毛损人民币3.39亿元扭亏为盈。公司的收入产生自以网约车形式提供的出行服务。就出行服务而言，公司亦自车辆租赁、车辆销售及其他服务中确认收入。","news_type":1,"symbols_score_info":{"02643":1.1}},"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":505366848328576,"gmtCreate":1764404757429,"gmtModify":1764404802931,"author":{"id":"3577074953058887","authorId":"3577074953058887","name":"小苹果一定能赢","avatar":"https://static.tigerbbs.com/bfc6ae3ee13a7d059b83defb54ed467c","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577074953058887","idStr":"3577074953058887"},"themes":[],"title":"","htmlText":"最近能下单哪些股票呢[得意]&nbsp; 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[可爱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/509251077833336","isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504617216660184,"gmtCreate":1764225355968,"gmtModify":1764225360546,"author":{"id":"3577074953058887","authorId":"3577074953058887","name":"小苹果一定能赢","avatar":"https://static.tigerbbs.com/bfc6ae3ee13a7d059b83defb54ed467c","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577074953058887","idStr":"3577074953058887"},"themes":[],"title":"英伟达与富士通合作的AI基础设施项目具体涉及哪些医疗和制造领域？","htmlText":"查看详情：<a href=\"https://tigr.link/s/80CwO4Z\">英伟达与富士通合作的AI基础设施项目具体涉及哪些医疗和制造领域？</a> 根据当前可获得的信息，英伟达与富士通合作的AI基础设施项目主要聚焦于医疗健康和先进制造领域，并通过高性能计算基础设施和行业专用AI平台推动智能化转型2634。以下是具体应用方向的分析： 此帖仅开放于中国大陆用户","listText":"查看详情：<a href=\"https://tigr.link/s/80CwO4Z\">英伟达与富士通合作的AI基础设施项目具体涉及哪些医疗和制造领域？</a> 根据当前可获得的信息，英伟达与富士通合作的AI基础设施项目主要聚焦于医疗健康和先进制造领域，并通过高性能计算基础设施和行业专用AI平台推动智能化转型2634。以下是具体应用方向的分析： 此帖仅开放于中国大陆用户","text":"查看详情：英伟达与富士通合作的AI基础设施项目具体涉及哪些医疗和制造领域？ 根据当前可获得的信息，英伟达与富士通合作的AI基础设施项目主要聚焦于医疗健康和先进制造领域，并通过高性能计算基础设施和行业专用AI平台推动智能化转型2634。以下是具体应用方向的分析： 此帖仅开放于中国大陆用户","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504617216660184","isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":510024756577096,"gmtCreate":1765530636783,"gmtModify":1765530639551,"author":{"id":"3577074953058887","authorId":"3577074953058887","name":"小苹果一定能赢","avatar":"https://static.tigerbbs.com/bfc6ae3ee13a7d059b83defb54ed467c","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577074953058887","idStr":"3577074953058887"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HSI.HK\">$HSI(HSI.HK)$ 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CALL$</a>&nbsp;","text":"$AAPL 20260102 300.0 CALL$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/511363569136584","repostId":"2591606059","repostType":4,"repost":{"id":"2591606059","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1765869765,"share":"https://www.laohu8.com/m/news/2591606059?lang=zh_CN&edition=full","pubTime":"2025-12-16 15:22","market":"hk","language":"zh","title":"今晚两份非农同时登场，“坏消息”或再成市场“好消息”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2591606059","media":"华尔街见闻","summary":"在鲍威尔明显转向“保就业”的背景下，市场正在形成一种新的共识：就业数据的疲软，将增强美联储进一步降息的预期，可能推动美股上涨。彭博调查显示，11月非农新增就业的中值仅为5万，预测区间从减少2万到增加13万不等；失业率预计升至4.5%，若兑现将创2021年以来新高。至于10月非农，投行预测分歧更大，不少机构预计将出现负增长。","content":"<html><head></head><body><blockquote><p>在鲍威尔明显转向“保就业”的背景下，市场正在形成一种新的共识：就业数据的疲软，将增强美联储进一步降息的预期，可能推动美股上涨。彭博调查显示，11月非农新增就业的中值仅为5万，预测区间从减少2万到增加13万不等；失业率预计升至4.5%，若兑现将创2021年以来新高。至于10月非农，投行预测分歧更大，不少机构预计将出现负增长。</p></blockquote><p>在美联储刚刚完成年内第三次降息、市场仍在为“明年1月还会不会继续降息”争论不休之际，因美国政府停摆延期的非农就业报告，终于要在今晚揭晓，而且还是一次性端上两份——10月和11月报告。<strong>在鲍威尔明显转向“保就业”的背景下，市场正在形成一种新的共识：就业数据的疲软，将增强美联储进一步降息的预期，可能推动美股上涨。</strong></p><p>北京时间周二晚，美国劳工统计局（BLS）将同时公布10月和11月非农就业报告，但由于政府停摆期间暂停了家庭调查，BLS不会公布10月失业率等数据。BLS已提前警告，11月家庭调查的统计误差将明显高于正常水平，未来几个月相关数据的波动性也可能偏大。</p><p>从预期看，市场几乎没有形成共识。彭博调查显示，<strong>11月非农新增就业的中值仅为5万</strong>，预测区间从减少2万到增加13万不等；<strong>失业率预计升至4.5%</strong>，若兑现将创2021年以来新高。至于10月非农，投行预测分歧更大，不少机构预计将出现负增长。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>预计10月非农就业仅增加1万（私人部门增7万），11月增加5.5万（私人部门增5万），略高于市场共识但低于前三个月平均水平。<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>则预测10月就业减少3万、11月增加5万，预计失业率将升至4.6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7d066fa7e3ac6dba72938f4d975d63d\" tg-width=\"816\" tg-height=\"435\"/></p><p>大摩首席美国股票策略师Michael Wilson表示，<strong>当前市场已回到&#34;经济好消息即股市坏消息&#34;的状态，因为强劲的劳动力市场会降低美联储明年降息的可能性。</strong></p><h2 id=\"id_757692439\">政府裁员，成为压低非农的核心变量</h2><p>本轮非农最大的“技术性噪音”，来自联邦政府就业的急剧收缩。</p><p>据美国人事管理局此前表示，约14.4万名政府雇员接受了“延迟辞职计划”（Deferred Resignation Program）。该行预计其中约三分之二的辞职在10月生效，导致联邦就业大幅下降10万。</p><p>高盛预计，这一因素将拖累<strong>10月非农约7万人、11月约1万人</strong>；摩根士丹利、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、花旗、<a href=\"https://laohu8.com/S/WFC\">富国银行</a>等机构同样认为，10月就业人数存在转负风险。相比之下，私营部门就业仍维持温和正增长，但难以完全对冲政府端的冲击。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/514fa071eb3b8b93e937bbfb3eb88e66\" tg-width=\"553\" tg-height=\"491\"/></p><p>此外，今年<strong>感恩节偏晚</strong>，假日招聘启动时间推迟，也可能压制11月零售和临时岗位用工。高盛估算，该因素或令11月非农减少约1.5万人，但相应增量可能顺延至12月。该行历史数据显示，在感恩节较晚的年份，零售业就业增长往往疲弱。</p><p>值得注意的是，由于政府停摆创下43天的历史纪录，本次就业报告面临多重异常因素。美国劳工统计局延长了11月数据收集期，但无法追溯收集10月的家庭调查数据，<strong>这意味着10月失业率将永远缺失。</strong></p><p>摩根士丹利评估认为，数据准确性不会因此明显下降。该行指出，11月就业数据的准确性将介于首次发布和第二次修正之间，而10月数据将接近第三次修正的标准。联邦雇员在11月13日重返工作岗位，正值11月调查周期内，因此不会对失业率造成直接扭曲。</p><p>高盛强调，虽然DRP延期辞职计划对就业总数造成冲击，但不会影响私人就业数据，后者将提供劳动力市场状况的更清晰读数。该行建议投资者更关注私人部门就业变化，而非受政策因素干扰的总体数据。</p><h2 id=\"id_3885137823\">高频数据分裂：就业在降温，但还没“崩”</h2><p>从高频指标看，美国劳动力市场呈现出典型的“放缓而非崩塌”。</p><p>一方面，初请失业金人数在11月调查窗口期明显低于9月和10月，四周均值持续回落；10月JOLTS职位空缺小幅回升，显示企业并未大规模裁员。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74c722671cd7d999cf9088f5f7c522bc\" tg-width=\"820\" tg-height=\"387\"/></p><p>另一方面，ADP数据显示11月私营部门就业减少3.2万人，RevelioLabs的非农代理指标在10月和11月均为负，招聘动能持续走弱。</p><p>整体而言，<strong>裁员仍受控，但新增岗位明显降速</strong>，这与美联储所强调的“劳动力需求降温”高度一致。</p><h2 id=\"id_2046528358\">鲍威尔转向，重塑非农的解读方式</h2><p>高盛、大摩均认为，美联储主席鲍威尔在上周FOMC会议后的表态为市场定下基调。</p><p>鲍威尔强调劳动力市场面临下行风险，并警告称非农就业数据可能每月高估约6万个职位。若进行修正，当前真实就业增速可能已接近零甚至为负。他同时强调，在当前阶段，政策层面更担忧劳动力市场的下行风险，而非通胀重新抬头。</p><p>这意味着，市场不再简单用“好于预期或差于预期”来评判非农，而是更关注：<strong>数据是否验证就业正在持续降温，从而为进一步宽松提供空间。</strong></p><h2 id=\"id_2709312637\">“坏非农”反而可能利好美股？</h2><p>在这一背景下，美股的逻辑正在发生微妙变化。</p><p>摩根士丹利首席美股策略师Michael Wilson指出，市场已回到一种熟悉状态：<strong>经济好消息是美股坏消息，经济坏消息反而可能是好消息</strong>。就业过强意味着降息空间受限，而就业温和走弱，则有助于巩固宽松预期。</p><p>目前市场已押注明年<strong>至少两次降息</strong>，高于美联储点阵图所暗示的一次。只要就业数据未出现失控式恶化，<strong>“偏弱但不崩”的非农，恰恰是风险资产最舒服的区间。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0f3e3f1fa592812d78ed2b9aa26ce445\" tg-width=\"510\" tg-height=\"444\"/></p><p>从定价看，市场对今晚并不紧张。<a href=\"https://laohu8.com/S/161125\">标普500</a>期权隐含的单日波动率约<strong>0.65%</strong>，处于近年来非农公布日前的低位。美联储已提前降息并释放鸽派信号，政策不确定性已被部分消化。</p><p>利率市场的反应将呈现明显非对称性。<strong>若失业率维持在4.5%附近，即便非农人数偏弱，利率下行空间可能有限；但若失业率意外升至4.6%或更高，前端利率可能迅速下行，重新定价2026年的降息路径。</strong></p><p>股市方面，大摩等机构认为，<strong>温和疲软的数据更可能被视为利好</strong>，有助于缓解此前周期股大幅跑赢后的回调压力。真正可能令股市承压的，反而是就业意外偏强、失业率回落——这将迫使市场重新评估“是否真的需要这么多次降息”。</p><p>外汇市场亦是如此。高盛高级外汇策略师Karen Fishman认为，疲软就业数据可能短线压制美元，利好日元、瑞郎等低息货币，但由于鲍威尔已暗示将“带着怀疑看数据”，整体波动幅度或低于传统非农夜。</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>今晚两份非农同时登场，“坏消息”或再成市场“好消息”？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n今晚两份非农同时登场，“坏消息”或再成市场“好消息”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-16 15:22 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3761469><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在鲍威尔明显转向“保就业”的背景下，市场正在形成一种新的共识：就业数据的疲软，将增强美联储进一步降息的预期，可能推动美股上涨。彭博调查显示，11月非农新增就业的中值仅为5万，预测区间从减少2万到增加13万不等；失业率预计升至4.5%，若兑现将创2021年以来新高。至于10月非农，投行预测分歧更大，不少机构预计将出现负增长。在美联储刚刚完成年内第三次降息、市场仍在为“明年1月还会不会继续降息”...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3761469\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d52e6e6d04d9823325064d60aa26462e","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3761469","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2591606059","content_text":"在鲍威尔明显转向“保就业”的背景下，市场正在形成一种新的共识：就业数据的疲软，将增强美联储进一步降息的预期，可能推动美股上涨。彭博调查显示，11月非农新增就业的中值仅为5万，预测区间从减少2万到增加13万不等；失业率预计升至4.5%，若兑现将创2021年以来新高。至于10月非农，投行预测分歧更大，不少机构预计将出现负增长。在美联储刚刚完成年内第三次降息、市场仍在为“明年1月还会不会继续降息”争论不休之际，因美国政府停摆延期的非农就业报告，终于要在今晚揭晓，而且还是一次性端上两份——10月和11月报告。在鲍威尔明显转向“保就业”的背景下，市场正在形成一种新的共识：就业数据的疲软，将增强美联储进一步降息的预期，可能推动美股上涨。北京时间周二晚，美国劳工统计局（BLS）将同时公布10月和11月非农就业报告，但由于政府停摆期间暂停了家庭调查，BLS不会公布10月失业率等数据。BLS已提前警告，11月家庭调查的统计误差将明显高于正常水平，未来几个月相关数据的波动性也可能偏大。从预期看，市场几乎没有形成共识。彭博调查显示，11月非农新增就业的中值仅为5万，预测区间从减少2万到增加13万不等；失业率预计升至4.5%，若兑现将创2021年以来新高。至于10月非农，投行预测分歧更大，不少机构预计将出现负增长。高盛预计10月非农就业仅增加1万（私人部门增7万），11月增加5.5万（私人部门增5万），略高于市场共识但低于前三个月平均水平。摩根士丹利则预测10月就业减少3万、11月增加5万，预计失业率将升至4.6%。大摩首席美国股票策略师Michael Wilson表示，当前市场已回到\"经济好消息即股市坏消息\"的状态，因为强劲的劳动力市场会降低美联储明年降息的可能性。政府裁员，成为压低非农的核心变量本轮非农最大的“技术性噪音”，来自联邦政府就业的急剧收缩。据美国人事管理局此前表示，约14.4万名政府雇员接受了“延迟辞职计划”（Deferred Resignation Program）。该行预计其中约三分之二的辞职在10月生效，导致联邦就业大幅下降10万。高盛预计，这一因素将拖累10月非农约7万人、11月约1万人；摩根士丹利、摩根大通、花旗、富国银行等机构同样认为，10月就业人数存在转负风险。相比之下，私营部门就业仍维持温和正增长，但难以完全对冲政府端的冲击。此外，今年感恩节偏晚，假日招聘启动时间推迟，也可能压制11月零售和临时岗位用工。高盛估算，该因素或令11月非农减少约1.5万人，但相应增量可能顺延至12月。该行历史数据显示，在感恩节较晚的年份，零售业就业增长往往疲弱。值得注意的是，由于政府停摆创下43天的历史纪录，本次就业报告面临多重异常因素。美国劳工统计局延长了11月数据收集期，但无法追溯收集10月的家庭调查数据，这意味着10月失业率将永远缺失。摩根士丹利评估认为，数据准确性不会因此明显下降。该行指出，11月就业数据的准确性将介于首次发布和第二次修正之间，而10月数据将接近第三次修正的标准。联邦雇员在11月13日重返工作岗位，正值11月调查周期内，因此不会对失业率造成直接扭曲。高盛强调，虽然DRP延期辞职计划对就业总数造成冲击，但不会影响私人就业数据，后者将提供劳动力市场状况的更清晰读数。该行建议投资者更关注私人部门就业变化，而非受政策因素干扰的总体数据。高频数据分裂：就业在降温，但还没“崩”从高频指标看，美国劳动力市场呈现出典型的“放缓而非崩塌”。一方面，初请失业金人数在11月调查窗口期明显低于9月和10月，四周均值持续回落；10月JOLTS职位空缺小幅回升，显示企业并未大规模裁员。另一方面，ADP数据显示11月私营部门就业减少3.2万人，RevelioLabs的非农代理指标在10月和11月均为负，招聘动能持续走弱。整体而言，裁员仍受控，但新增岗位明显降速，这与美联储所强调的“劳动力需求降温”高度一致。鲍威尔转向，重塑非农的解读方式高盛、大摩均认为，美联储主席鲍威尔在上周FOMC会议后的表态为市场定下基调。鲍威尔强调劳动力市场面临下行风险，并警告称非农就业数据可能每月高估约6万个职位。若进行修正，当前真实就业增速可能已接近零甚至为负。他同时强调，在当前阶段，政策层面更担忧劳动力市场的下行风险，而非通胀重新抬头。这意味着，市场不再简单用“好于预期或差于预期”来评判非农，而是更关注：数据是否验证就业正在持续降温，从而为进一步宽松提供空间。“坏非农”反而可能利好美股？在这一背景下，美股的逻辑正在发生微妙变化。摩根士丹利首席美股策略师Michael Wilson指出，市场已回到一种熟悉状态：经济好消息是美股坏消息，经济坏消息反而可能是好消息。就业过强意味着降息空间受限，而就业温和走弱，则有助于巩固宽松预期。目前市场已押注明年至少两次降息，高于美联储点阵图所暗示的一次。只要就业数据未出现失控式恶化，“偏弱但不崩”的非农，恰恰是风险资产最舒服的区间。从定价看，市场对今晚并不紧张。标普500期权隐含的单日波动率约0.65%，处于近年来非农公布日前的低位。美联储已提前降息并释放鸽派信号，政策不确定性已被部分消化。利率市场的反应将呈现明显非对称性。若失业率维持在4.5%附近，即便非农人数偏弱，利率下行空间可能有限；但若失业率意外升至4.6%或更高，前端利率可能迅速下行，重新定价2026年的降息路径。股市方面，大摩等机构认为，温和疲软的数据更可能被视为利好，有助于缓解此前周期股大幅跑赢后的回调压力。真正可能令股市承压的，反而是就业意外偏强、失业率回落——这将迫使市场重新评估“是否真的需要这么多次降息”。外汇市场亦是如此。高盛高级外汇策略师Karen Fishman认为，疲软就业数据可能短线压制美元，利好日元、瑞郎等低息货币，但由于鲍威尔已暗示将“带着怀疑看数据”，整体波动幅度或低于传统非农夜。","news_type":1,"symbols_score_info":{".IXIC":2,".DJI":2,".SPX":2}},"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":505998849679384,"gmtCreate":1764559240335,"gmtModify":1764559242187,"author":{"id":"3577074953058887","authorId":"3577074953058887","name":"小苹果一定能赢","avatar":"https://static.tigerbbs.com/bfc6ae3ee13a7d059b83defb54ed467c","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577074953058887","idStr":"3577074953058887"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/505998849679384","repostId":"329790654357720","repostType":1,"repost":{"id":329790654357720,"gmtCreate":1721545741227,"gmtModify":1721548018526,"author":{"id":"3540180415380202","authorId":"3540180415380202","name":"英文名称","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540180415380202","idStr":"3540180415380202"},"themes":[],"htmlText":"周一特斯拉要涨了","listText":"周一特斯拉要涨了","text":"周一特斯拉要涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329790654357720","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":505999522881832,"gmtCreate":1764559216137,"gmtModify":1764559218553,"author":{"id":"3577074953058887","authorId":"3577074953058887","name":"小苹果一定能赢","avatar":"https://static.tigerbbs.com/bfc6ae3ee13a7d059b83defb54ed467c","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577074953058887","idStr":"3577074953058887"},"themes":[],"title":"","htmlText":"//<a href=\"https://laohu8.com/U/3540180415380202\">@英文名称</a>: 港交所app","listText":"//<a href=\"https://laohu8.com/U/3540180415380202\">@英文名称</a>: 港交所app","text":"//@英文名称: 港交所app","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/505999522881832","repostId":"1181154587","repostType":2,"repost":{"id":"1181154587","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":1749012681,"share":"https://www.laohu8.com/m/news/1181154587?lang=zh_CN&edition=full","pubTime":"2025-06-04 12:51","market":"us","language":"zh","title":"港股期权｜阿里成交4万张领跑，小米认沽放量，美团短期看涨飙涨600%","url":"https://stock-news.laohu8.com/highlight/detail?id=1181154587","media":"老虎资讯综合","summary":"$MET.HK 20250606 140.00 CALL$ 此外，多张于6月6日到期的看涨期权暴涨，最高涨幅达600%。","content":"<html><head></head><body><p><strong>一、股票期权成交量</strong></p><p>截止午间收盘，港股期权半日成交超29万张，其中，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>成交量居前，期权成交4.16万张；<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>名列次席，期权成交2.57万张；<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>位居第三，期权成交2.35万张。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3a63b1f5f41bcd21331cf285dc224e0\" tg-width=\"1179\" tg-height=\"1769\"/></p><p><strong>二、异动观察</strong></p><p><strong><a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>早盘涨超1%，期权方面：半日成交4.16万张合约，其中于9月29日到期行权价85港元的认沽期权成交量居前，成交超5000张合约。</strong> <a class=\"teditor-mention\" data-mention-id=\"ALB.HK 20250929 85.00 PUT\" data-mention-name=\"阿里 250929 85.00 PUT\" href=\"https://laohu8.com/OPT/ALB.HK%2020250929%2085.00%20PUT\">$ALB.HK 20250929 85.00 PUT$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59f12d6534217ecc23a5da076e8c9827\" tg-width=\"1179\" tg-height=\"1987\"/></p><p><strong><a href=\"https://laohu8.com/S/01810\">小米集团-W</a>早盘上涨1.69%，期权方面：半日成交2.35万张合约，其中于6月27日到期行权价50港元的认沽期权成交量居前，成交超3700张合约。</strong> <a class=\"teditor-mention\" data-mention-id=\"MIU.HK 20250627 50.00 PUT\" data-mention-name=\"小米 250627 50.00 PUT\" href=\"https://laohu8.com/OPT/MIU.HK%2020250627%2050.00%20PUT\">$MIU.HK 20250627 50.00 PUT$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e38ff833173fb87830009e527c47d7b\" tg-width=\"1179\" tg-height=\"1990\"/></p><p>消息方面：6月3日，小米在投资者日活动中传递了一系列令市场振奋的消息。<a href=\"https://laohu8.com/S/DB\">德意志银行</a>在最新研报中总结了小米投资者日的最大亮点，包括强劲的全年业绩指引、汽车业务<a href=\"https://laohu8.com/S/06838\">盈利时</a>点、汽车出海计划，以及芯片自研进展等。德银维持小米&#34;买入&#34;评级，12个月目标价75港元，较当前51.6港元的股价仍有45%的上涨空间。(延伸阅读：<a href=\"https://laohu8.com/NW/2540853038\" title=\"全年利润指引、AIoT收入目标、汽车出海、自研汽车芯片.……一文读懂小米投资者日说了什么\" target=\"_blank\">全年利润指引、AIoT收入目标、汽车出海、自研汽车芯片.……一文读懂小米投资者日说了什么</a>)</p><p><strong><a href=\"https://laohu8.com/S/03690\">美团-W</a>早盘涨超4%，期权方面：半日成交2.2万张合约，其中于6月6日到期行权价140港元的认购期权成交量居前，成交超1800张合约。</strong> <a class=\"teditor-mention\" data-mention-id=\"MET.HK 20250606 140.00 CALL\" data-mention-name=\"美团 250606 140.00 CALL\" href=\"https://laohu8.com/OPT/MET.HK%2020250606%20140.00%20CALL\">$MET.HK 20250606 140.00 CALL$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5037de5585862b73dfd582224ff36b54\" tg-width=\"1179\" tg-height=\"1981\"/></p><p>此外，多张于6月6日到期的看涨期权暴涨，最高涨幅达600%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/197f4736db3aece7673dc84a60988a30\" tg-width=\"918\" tg-height=\"611\"/></p><p>消息方面：6月3日，美团闪购发布“618”首周期消费数据洞察显示：5月28日至6月1日，白酒、精酿啤酒、手机、运动鞋服、电脑整机、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>设备、电子教育、小家电、厨卫大家电、眼部护理用品、男士彩妆等50余类商品成交额相比去年同期增长超过1倍，其中白酒成交额增长近19倍，<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>设备增长超8倍，电子教育类商品增长超5倍，电脑整机增长超3倍，运动鞋服、眼部护理用品、男士彩妆增长均超2倍，多类儿童用品、户外出游等节日相关商品销售翻倍。酒类、3C家电、运动用品、美妆护肤、母婴奶粉、儿童玩具、商超等类目的超过800家品牌商、零售商成交额翻倍增长。</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>港股期权｜阿里成交4万张领跑，小米认沽放量，美团短期看涨飙涨600%</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港股期权｜阿里成交4万张领跑，小米认沽放量，美团短期看涨飙涨600%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-06-04 12:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>一、股票期权成交量</strong></p><p>截止午间收盘，港股期权半日成交超29万张，其中，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>成交量居前，期权成交4.16万张；<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>名列次席，期权成交2.57万张；<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>位居第三，期权成交2.35万张。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3a63b1f5f41bcd21331cf285dc224e0\" tg-width=\"1179\" tg-height=\"1769\"/></p><p><strong>二、异动观察</strong></p><p><strong><a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>早盘涨超1%，期权方面：半日成交4.16万张合约，其中于9月29日到期行权价85港元的认沽期权成交量居前，成交超5000张合约。</strong> <a class=\"teditor-mention\" data-mention-id=\"ALB.HK 20250929 85.00 PUT\" data-mention-name=\"阿里 250929 85.00 PUT\" href=\"https://laohu8.com/OPT/ALB.HK%2020250929%2085.00%20PUT\">$ALB.HK 20250929 85.00 PUT$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59f12d6534217ecc23a5da076e8c9827\" tg-width=\"1179\" tg-height=\"1987\"/></p><p><strong><a href=\"https://laohu8.com/S/01810\">小米集团-W</a>早盘上涨1.69%，期权方面：半日成交2.35万张合约，其中于6月27日到期行权价50港元的认沽期权成交量居前，成交超3700张合约。</strong> <a class=\"teditor-mention\" data-mention-id=\"MIU.HK 20250627 50.00 PUT\" data-mention-name=\"小米 250627 50.00 PUT\" href=\"https://laohu8.com/OPT/MIU.HK%2020250627%2050.00%20PUT\">$MIU.HK 20250627 50.00 PUT$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e38ff833173fb87830009e527c47d7b\" tg-width=\"1179\" tg-height=\"1990\"/></p><p>消息方面：6月3日，小米在投资者日活动中传递了一系列令市场振奋的消息。<a href=\"https://laohu8.com/S/DB\">德意志银行</a>在最新研报中总结了小米投资者日的最大亮点，包括强劲的全年业绩指引、汽车业务<a href=\"https://laohu8.com/S/06838\">盈利时</a>点、汽车出海计划，以及芯片自研进展等。德银维持小米&#34;买入&#34;评级，12个月目标价75港元，较当前51.6港元的股价仍有45%的上涨空间。(延伸阅读：<a href=\"https://laohu8.com/NW/2540853038\" title=\"全年利润指引、AIoT收入目标、汽车出海、自研汽车芯片.……一文读懂小米投资者日说了什么\" target=\"_blank\">全年利润指引、AIoT收入目标、汽车出海、自研汽车芯片.……一文读懂小米投资者日说了什么</a>)</p><p><strong><a href=\"https://laohu8.com/S/03690\">美团-W</a>早盘涨超4%，期权方面：半日成交2.2万张合约，其中于6月6日到期行权价140港元的认购期权成交量居前，成交超1800张合约。</strong> <a class=\"teditor-mention\" data-mention-id=\"MET.HK 20250606 140.00 CALL\" data-mention-name=\"美团 250606 140.00 CALL\" href=\"https://laohu8.com/OPT/MET.HK%2020250606%20140.00%20CALL\">$MET.HK 20250606 140.00 CALL$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5037de5585862b73dfd582224ff36b54\" tg-width=\"1179\" tg-height=\"1981\"/></p><p>此外，多张于6月6日到期的看涨期权暴涨，最高涨幅达600%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/197f4736db3aece7673dc84a60988a30\" tg-width=\"918\" tg-height=\"611\"/></p><p>消息方面：6月3日，美团闪购发布“618”首周期消费数据洞察显示：5月28日至6月1日，白酒、精酿啤酒、手机、运动鞋服、电脑整机、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>设备、电子教育、小家电、厨卫大家电、眼部护理用品、男士彩妆等50余类商品成交额相比去年同期增长超过1倍，其中白酒成交额增长近19倍，<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>设备增长超8倍，电子教育类商品增长超5倍，电脑整机增长超3倍，运动鞋服、眼部护理用品、男士彩妆增长均超2倍，多类儿童用品、户外出游等节日相关商品销售翻倍。酒类、3C家电、运动用品、美妆护肤、母婴奶粉、儿童玩具、商超等类目的超过800家品牌商、零售商成交额翻倍增长。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BK4505":"高瓴资本持仓","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","BK4527":"明星科技股","BK4543":"AI","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0052750758.USD":"富兰克林中国基金A Acc","BK4503":"景林资产持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK1615":"港股-互联网","BK4526":"热门中概股","BK4220":"综合零售","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","BK4524":"宅经济概念","09988":"阿里巴巴-W","00700":"腾讯控股","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","01810":"小米集团-W","LU0048580855.USD":"富达大中华区A","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","03690":"美团-W","LU0228659784.USD":"施罗德金砖四国基金","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK4502":"阿里概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181154587","content_text":"一、股票期权成交量截止午间收盘，港股期权半日成交超29万张，其中，阿里巴巴-W成交量居前，期权成交4.16万张；腾讯控股名列次席，期权成交2.57万张；小米集团-W位居第三，期权成交2.35万张。二、异动观察阿里巴巴-W早盘涨超1%，期权方面：半日成交4.16万张合约，其中于9月29日到期行权价85港元的认沽期权成交量居前，成交超5000张合约。 $ALB.HK 20250929 85.00 PUT$ 小米集团-W早盘上涨1.69%，期权方面：半日成交2.35万张合约，其中于6月27日到期行权价50港元的认沽期权成交量居前，成交超3700张合约。 $MIU.HK 20250627 50.00 PUT$ 消息方面：6月3日，小米在投资者日活动中传递了一系列令市场振奋的消息。德意志银行在最新研报中总结了小米投资者日的最大亮点，包括强劲的全年业绩指引、汽车业务盈利时点、汽车出海计划，以及芯片自研进展等。德银维持小米\"买入\"评级，12个月目标价75港元，较当前51.6港元的股价仍有45%的上涨空间。(延伸阅读：全年利润指引、AIoT收入目标、汽车出海、自研汽车芯片.……一文读懂小米投资者日说了什么)美团-W早盘涨超4%，期权方面：半日成交2.2万张合约，其中于6月6日到期行权价140港元的认购期权成交量居前，成交超1800张合约。 $MET.HK 20250606 140.00 CALL$ 此外，多张于6月6日到期的看涨期权暴涨，最高涨幅达600%。消息方面：6月3日，美团闪购发布“618”首周期消费数据洞察显示：5月28日至6月1日，白酒、精酿啤酒、手机、运动鞋服、电脑整机、智能设备、电子教育、小家电、厨卫大家电、眼部护理用品、男士彩妆等50余类商品成交额相比去年同期增长超过1倍，其中白酒成交额增长近19倍，智能设备增长超8倍，电子教育类商品增长超5倍，电脑整机增长超3倍，运动鞋服、眼部护理用品、男士彩妆增长均超2倍，多类儿童用品、户外出游等节日相关商品销售翻倍。酒类、3C家电、运动用品、美妆护肤、母婴奶粉、儿童玩具、商超等类目的超过800家品牌商、零售商成交额翻倍增长。","news_type":1,"symbols_score_info":{"03690":1,"09988":1.1,"00700":1.1,"01810":1}},"isVote":1,"tweetType":1,"viewCount":490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490261618414040,"gmtCreate":1760659594475,"gmtModify":1760659596685,"author":{"id":"3577074953058887","authorId":"3577074953058887","name":"小苹果一定能赢","avatar":"https://static.tigerbbs.com/bfc6ae3ee13a7d059b83defb54ed467c","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577074953058887","idStr":"3577074953058887"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490261618414040","repostId":"489903978987784","repostType":1,"repost":{"id":489903978987784,"gmtCreate":1760613635064,"gmtModify":1760613647290,"author":{"id":"4193377325563260","authorId":"4193377325563260","name":"人生舵手__小琳","avatar":"https://static.tigerbbs.com/b52249a7a6bb3ccf0a38ce77c8fb416d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4193377325563260","idStr":"4193377325563260"},"themes":[],"title":"台积电财报释放强烈信号：AI需求超预期，美股AI产业链全面受益","htmlText":"<a 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href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a> 港股直线拉升，跌幅收窄。消息面上，小鹏汽车已在广州市获得L3级自动驾驶道路测试牌照，并启动常态化的L3道路测试。该牌照主要用于在广州市智能网联汽车测试高快速路上进行有条件自动驾驶的测试。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07e234ec9bf53ebfa9ddf9699a18529e\" tg-width=\"560\" tg-height=\"240\"/></p><p>2025年科技日上，小鹏汽车正式发布具备L4级能力的第二代VLA，该软件预计将在2026年一季度量产上车。2026年，小鹏汽车计划推出量产的软硬件都达到L4级自动驾驶水平的车型。</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>小鹏汽车在广州市获得L3级自动驾驶道路测试牌照</title>\n<style 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href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a> 港股直线拉升，跌幅收窄。消息面上，小鹏汽车已在广州市获得L3级自动驾驶道路测试牌照，并启动常态化的L3道路测试。该牌照主要用于在广州市智能网联汽车测试高快速路上进行有条件自动驾驶的测试。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07e234ec9bf53ebfa9ddf9699a18529e\" tg-width=\"560\" tg-height=\"240\"/></p><p>2025年科技日上，小鹏汽车正式发布具备L4级能力的第二代VLA，该软件预计将在2026年一季度量产上车。2026年，小鹏汽车计划推出量产的软硬件都达到L4级自动驾驶水平的车型。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ccf08a65163213fb22b4f94f7fb404e8","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150302615","content_text":"周二，小鹏汽车-W 港股直线拉升，跌幅收窄。消息面上，小鹏汽车已在广州市获得L3级自动驾驶道路测试牌照，并启动常态化的L3道路测试。该牌照主要用于在广州市智能网联汽车测试高快速路上进行有条件自动驾驶的测试。2025年科技日上，小鹏汽车正式发布具备L4级能力的第二代VLA，该软件预计将在2026年一季度量产上车。2026年，小鹏汽车计划推出量产的软硬件都达到L4级自动驾驶水平的车型。","news_type":1,"symbols_score_info":{"XPEV":1,"09868":1}},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":511038645510160,"gmtCreate":1765784859867,"gmtModify":1765784862224,"author":{"id":"3577074953058887","authorId":"3577074953058887","name":"小苹果一定能赢","avatar":"https://static.tigerbbs.com/bfc6ae3ee13a7d059b83defb54ed467c","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577074953058887","idStr":"3577074953058887"},"themes":[],"title":"","htmlText":"不错啊哈哈哈哈","listText":"不错啊哈哈哈哈","text":"不错啊哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511038645510160","repostId":"1127041825","repostType":2,"repost":{"id":"1127041825","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":1765783224,"share":"https://www.laohu8.com/m/news/1127041825?lang=zh_CN&edition=full","pubTime":"2025-12-15 15:20","market":"hk","language":"zh","title":"异动解读 | 科技股集体走弱，快手-W盘中大跌5.04%","url":"https://stock-news.laohu8.com/highlight/detail?id=1127041825","media":"异动解读","summary":"快手-W(01024)今日盘中大跌5.04%，成为市场关注的焦点之一。消息面上，港股科技股今日普遍表现疲软，科技指数跌幅超过2%。快手-W作为科技指数成分股之一，受到整体市场情绪拖累，股价显著下跌。其他科技股如百度集团、中芯国际等也出现不同程度的下挫。市场分析人士指出，科技股的集体走弱可能与近期市场对宏观经济数据的担忧有关，投资者风险偏好下降，导致资金从科技板块流出。","content":"<p>快手-W(01024)今日盘中大跌5.04%，成为市场关注的焦点之一。</p><p>消息面上，港股科技股今日普遍表现疲软，科技指数跌幅超过2%。快手-W作为科技指数成分股之一，受到整体市场情绪拖累，股价显著下跌。其他科技股如百度集团、中芯国际等也出现不同程度的下挫。</p><p>市场分析人士指出，科技股的集体走弱可能与近期市场对宏观经济数据的担忧有关，投资者风险偏好下降，导致资金从科技板块流出。</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 | 科技股集体走弱，快手-W盘中大跌5.04%</title>\n<style 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15:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>快手-W(01024)今日盘中大跌5.04%，成为市场关注的焦点之一。</p><p>消息面上，港股科技股今日普遍表现疲软，科技指数跌幅超过2%。快手-W作为科技指数成分股之一，受到整体市场情绪拖累，股价显著下跌。其他科技股如百度集团、中芯国际等也出现不同程度的下挫。</p><p>市场分析人士指出，科技股的集体走弱可能与近期市场对宏观经济数据的担忧有关，投资者风险偏好下降，导致资金从科技板块流出。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01024":"快手-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127041825","content_text":"快手-W(01024)今日盘中大跌5.04%，成为市场关注的焦点之一。消息面上，港股科技股今日普遍表现疲软，科技指数跌幅超过2%。快手-W作为科技指数成分股之一，受到整体市场情绪拖累，股价显著下跌。其他科技股如百度集团、中芯国际等也出现不同程度的下挫。市场分析人士指出，科技股的集体走弱可能与近期市场对宏观经济数据的担忧有关，投资者风险偏好下降，导致资金从科技板块流出。","news_type":1,"symbols_score_info":{"01024":1}},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511000473248704,"gmtCreate":1765768912870,"gmtModify":1765769744950,"author":{"id":"3577074953058887","authorId":"3577074953058887","name":"小苹果一定能赢","avatar":"https://static.tigerbbs.com/bfc6ae3ee13a7d059b83defb54ed467c","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577074953058887","idStr":"3577074953058887"},"themes":[],"title":"","htmlText":"分析得不错啊[龇牙]&nbsp; 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