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08-17

I 、

高盛列出了25只股，散户的力量可能让它们“飞向月球”

05-19

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2020-10-21

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2019-04-23

$斯凯奇(SKX)$28见

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Discovery</a> 、<a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 、<a href=\"https://laohu8.com/S/HST\">美国豪斯特酒店</a> </p></li><li><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/TDG\">TransDigm</a> 、<a href=\"https://laohu8.com/S/ALB\">美国雅保</a> 、<a href=\"https://laohu8.com/S/CNC\">康西哥</a> 、<a href=\"https://laohu8.com/S/ALGN\">艾利科技</a> 、<a href=\"https://laohu8.com/S/ZBRA\">斑马技术</a> </p></li><li><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/UPS\">联合包裹</a> 、<a href=\"https://laohu8.com/S/MSCI\">MSCI Inc</a> 、<a href=\"https://laohu8.com/S/TRMB\">天宝导航</a> 、<a href=\"https://laohu8.com/S/HUM\">哈门那</a> 、<a href=\"https://laohu8.com/S/BDX\">碧迪医疗</a></p></li><li><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/CMI\">康明斯</a> 、<a href=\"https://laohu8.com/S/EFX\">艾可菲</a> 、<a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a> 、<a href=\"https://laohu8.com/S/NSC\">诺福克南方</a> 、<a href=\"https://laohu8.com/S/DVA\">达维塔保健</a> 、</p></li><li><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/TTD\">Trade Desk Inc.</a> 、<a href=\"https://laohu8.com/S/EA\">艺电</a> 、<a href=\"https://laohu8.com/S/UAL\">联合大陆航空</a> 、<a href=\"https://laohu8.com/S/MKTX\">MarketAxess Holdings</a> 、<a href=\"https://laohu8.com/S/TDY\">Teledyne Technologies Inc</a></p></li></ul><p style=\"text-align: justify;\">与此同时，专业资金也并未缺席。在“害怕踏空”（FOMO）情绪的驱动下，机构投资者通过期货、掉期和期权加大了进场力度。融资利差的温和上升以及美联储 9 月降息预期的升温，成为推升他们加仓的重要理由。高盛策略师的观点很明确：美股在当前环境下依然具备进一步上涨的空间。</p><p style=\"text-align: justify;\">散户的力量已经被高盛视作不可忽视的市场变量。顶级交易员 Gail Hafif、Lee Coppersmith 和 Brian Garrett 在报告中指出，过去一年，散户群体的交易量一度占到了标普500指数成交总量的 28% 以上。这不仅改变了市场结构，更重新定义了交易规则。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d077bf2fcaebe106de52f7de209f80c\" title=\"\" tg-width=\"781\" tg-height=\"486\"/></p><p style=\"text-align: justify;\">更有意思的是，高盛编制的投机交易指数（Speculative Trading Indicator）最新读数已经升至 114，显示散户主导的投机情绪正在持续走强。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/545270199e30a4bbcaeba55b7d21b926\" title=\"\" tg-width=\"781\" tg-height=\"439\"/></p><p style=\"text-align: justify;\">从板块分布来看，散户的偏好十分鲜明。非必需消费品和科技股成为他们的首选，而房地产和公用事业板块则显得乏人问津。以 XLK（科技行业精选指数 ETF）为例，目前几乎五分之一的交易量来自散户之手，这已经远远超过过去的历史水平。换句话说，美股科技股的高位运行背后，零售投资者正是最关键的幕后推手。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5d3acd521fe4ce613fa561fc2e45116\" title=\"\" tg-width=\"781\" tg-height=\"559\"/></p><p style=\"text-align: justify;\">那么，这一趋势会走向何方？从宏观环境来看，如果美联储真的在下半年开启降息，散户和机构的共振可能进一步加剧美股的涨势。但风险同样不容忽视，随着投机指数攀升，市场波动性也随之放大。对于散户投资者来说，短期的交易机会确实诱人，但过度追涨杀跌，极容易被市场情绪反噬。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72f6d0639419e90e896870ada568368b\" title=\"\" tg-width=\"781\" tg-height=\"400\"/></p><p style=\"text-align: justify;\">从投资策略的角度，当前美股正处于一个典型的散户与机构共振阶段。对散户股民而言，盯紧那些成交额大、市值占比高、散户买盘集中的标的——比如 Palantir、AMD 等，可能会捕捉到下一轮伽马挤压的契机。但同时，也要对风险保持足够的敬畏，尤其是在波动性急剧上升的环境下，合理控制仓位与使用对冲工具，才是立于不败之地的关键。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\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>高盛列出了25只股，散户的力量可能让它们“飞向月球”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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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高盛列出了25只股，散户的力量可能让它们“飞向月球”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-17 12:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1330547.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美股市场的主角逐渐发生了变化。曾经是机构投资者牢牢把控的舞台，如今散户们正以“逢跌必买”的姿态，成为支撑美股的重要力量。高盛最新发布的一份报告就明确指出，标普500指数和纳斯达克近期的上涨背后，散户买盘功不可没。尤其是模因股的火爆，并没有局限在小盘股，而是逐渐扩散到大盘科技股和核心权重股，推动市场不断走高。高盛衍生品专家 John Marshall 在研究中写道，近期散户的买入已经从加密货币、...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1330547.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a89c5f3f760cbba3e49a1923d85c3b4c","relate_stocks":{"CNC":"康西哥","UPS":"联合包裹","MSCI":"MSCI Inc","PLTR":"Palantir Technologies Inc.","HUM":"哈门那","TDG":"TransDigm","AMD":"美国超微公司","EA":"艺电","ZBRA":"斑马技术","UAL":"联合大陆航空","HST":"美国豪斯特酒店","KEY":"KeyCorp","ALB":"美国雅保","TRMB":"天宝导航","MKTX":"MarketAxess Holdings","BDX":"碧迪医疗","TDY":"Teledyne Technologies Inc","DVA":"达维塔保健","EFX":"艾可菲","MPWR":"Monolithic Power Systems","TTD":"Trade Desk Inc.","WBD":"Warner Bros. Discovery","CMI":"康明斯","ALGN":"艾利科技","NSC":"诺福克南方"},"source_url":"https://www.zhitongcaijing.com/content/detail/1330547.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1146812830","content_text":"美股市场的主角逐渐发生了变化。曾经是机构投资者牢牢把控的舞台，如今散户们正以“逢跌必买”的姿态，成为支撑美股的重要力量。高盛最新发布的一份报告就明确指出，标普500指数和纳斯达克近期的上涨背后，散户买盘功不可没。尤其是模因股的火爆，并没有局限在小盘股，而是逐渐扩散到大盘科技股和核心权重股，推动市场不断走高。高盛衍生品专家 John Marshall 在研究中写道，近期散户的买入已经从加密货币、人工智能、零售和量子计算等小众题材股，延伸至 Palantir、AMD、TransDigm 等知名标的。他直言，如果这种趋势持续，未来几周这些散户参与度极高的股票可能会出现上行不对称性。换句话说，就是小幅回调之后随时可能迎来大幅拉升。高盛还点名这些25只股的的看涨期权，认为下一轮“伽马挤压”可能会让它们再次“飞向月球”。25只个股名单： KeyCorp 、Palantir Technologies Inc. 、Warner Bros. Discovery 、美国超微公司 、美国豪斯特酒店 TransDigm 、美国雅保 、康西哥 、艾利科技 、斑马技术 联合包裹 、MSCI Inc 、天宝导航 、哈门那 、碧迪医疗康明斯 、艾可菲 、Monolithic Power Systems 、诺福克南方 、达维塔保健 、Trade Desk Inc. 、艺电 、联合大陆航空 、MarketAxess Holdings 、Teledyne Technologies Inc与此同时，专业资金也并未缺席。在“害怕踏空”（FOMO）情绪的驱动下，机构投资者通过期货、掉期和期权加大了进场力度。融资利差的温和上升以及美联储 9 月降息预期的升温，成为推升他们加仓的重要理由。高盛策略师的观点很明确：美股在当前环境下依然具备进一步上涨的空间。散户的力量已经被高盛视作不可忽视的市场变量。顶级交易员 Gail Hafif、Lee Coppersmith 和 Brian Garrett 在报告中指出，过去一年，散户群体的交易量一度占到了标普500指数成交总量的 28% 以上。这不仅改变了市场结构，更重新定义了交易规则。更有意思的是，高盛编制的投机交易指数（Speculative Trading Indicator）最新读数已经升至 114，显示散户主导的投机情绪正在持续走强。从板块分布来看，散户的偏好十分鲜明。非必需消费品和科技股成为他们的首选，而房地产和公用事业板块则显得乏人问津。以 XLK（科技行业精选指数 ETF）为例，目前几乎五分之一的交易量来自散户之手，这已经远远超过过去的历史水平。换句话说，美股科技股的高位运行背后，零售投资者正是最关键的幕后推手。那么，这一趋势会走向何方？从宏观环境来看，如果美联储真的在下半年开启降息，散户和机构的共振可能进一步加剧美股的涨势。但风险同样不容忽视，随着投机指数攀升，市场波动性也随之放大。对于散户投资者来说，短期的交易机会确实诱人，但过度追涨杀跌，极容易被市场情绪反噬。从投资策略的角度，当前美股正处于一个典型的散户与机构共振阶段。对散户股民而言，盯紧那些成交额大、市值占比高、散户买盘集中的标的——比如 Palantir、AMD 等，可能会捕捉到下一轮伽马挤压的契机。但同时，也要对风险保持足够的敬畏，尤其是在波动性急剧上升的环境下，合理控制仓位与使用对冲工具，才是立于不败之地的关键。","news_type":1,"symbols_score_info":{"ALB":1.1,"ALGN":1.1,"AMD":1.1,"BDX":1.1,"CMI":1.1,"CNC":1.1,"DVA":1.1,"EA":1.1,"EFX":1.1,"HST":1.1,"HUM":1.1,"KEY":1.1,"MKTX":1.1,"MPWR":1.1,"MSCI":1.1,"NSC":1.1,"PLTR":1.1,"TDG":1.1,"TDY":1.1,"TRMB":1.1,"TTD":1.1,"UAL":1.1,"UPS":1.1,"WBD":1.1,"ZBRA":1.1}},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":436725699751952,"gmtCreate":1747635463596,"gmtModify":1747635465138,"author":{"id":"40626424476458","authorId":"40626424476458","name":"阿不辣","avatar":"https://static.tigerbbs.com/c3b0a1c9de8d150baaa7f60af6044da1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"40626424476458","authorIdStr":"40626424476458"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp; …………．．，，％…．","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp; …………．．，，％…．","text":"$特斯拉(TSLA)$ …………．．，，％…．","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/436725699751952","repostId":"1146836428","repostType":2,"repost":{"id":"1146836428","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":1747637903,"share":"https://www.laohu8.com/m/news/1146836428?lang=&edition=full","pubTime":"2025-05-19 14:58","market":"hk","language":"zh","title":"港股生物科技股午后持续走强，绿竹生物-B涨超19%","url":"https://stock-news.laohu8.com/highlight/detail?id=1146836428","media":"老虎资讯综合","summary":"5月19日，港股生物医药股多数走强，$四环医药(00460)$涨超16%，$先声药业(02096)$涨超7%，欧康维视生物、$再鼎医药(ZLAB)$、$诺诚健华(09969)$涨超4%。","content":"<html><head></head><body><p>5月19日，港股生物科技股午后持续走强，<a href=\"https://laohu8.com/S/02480\">绿竹生物-B</a>涨超19%，<a href=\"https://laohu8.com/S/01530\">三生制药</a>涨10%，<a href=\"https://laohu8.com/S/09688\">再鼎医药</a>、<a href=\"https://laohu8.com/S/06660\">艾美疫苗</a>涨超8%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c7503bb5970fecbafc8f010d9ebcb95\" title=\"\" tg-width=\"403\" tg-height=\"774\"/></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>港股生物科技股午后持续走强，绿竹生物-B涨超19%</title>\n<style 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href=\"https://laohu8.com/S/02480\">绿竹生物-B</a>涨超19%，<a href=\"https://laohu8.com/S/01530\">三生制药</a>涨10%，<a href=\"https://laohu8.com/S/09688\">再鼎医药</a>、<a href=\"https://laohu8.com/S/06660\">艾美疫苗</a>涨超8%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c7503bb5970fecbafc8f010d9ebcb95\" title=\"\" tg-width=\"403\" tg-height=\"774\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85675909dc6c67ee0181339c18bcfdff","relate_stocks":{"159837":"生物科技","BK1161":"生物科技","HSCEI":"国企指数","07226":"南方两倍做多恒科","HSTECH":"恒生科技指数","YANG":"三倍做空富时中国ETF-Direxion","BK4614":"Manus概念股","02480":"绿竹生物-B"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146836428","content_text":"5月19日，港股生物科技股午后持续走强，绿竹生物-B涨超19%，三生制药涨10%，再鼎医药、艾美疫苗涨超8%。","news_type":1,"symbols_score_info":{"159837":1,"02480":1,"07226":1,"HSCEI":1,"HSTECH":1,"YANG":1}},"isVote":1,"tweetType":1,"viewCount":647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379970520240440,"gmtCreate":1733800388227,"gmtModify":1733800727746,"author":{"id":"40626424476458","authorId":"40626424476458","name":"阿不辣","avatar":"https://static.tigerbbs.com/c3b0a1c9de8d150baaa7f60af6044da1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"40626424476458","authorIdStr":"40626424476458"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"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/379970520240440","repostId":"1169645018","repostType":2,"repost":{"id":"1169645018","kind":"news","pubTimestamp":1733758545,"share":"https://www.laohu8.com/m/news/1169645018?lang=&edition=full","pubTime":"2024-12-09 23:35","market":"us","language":"zh","title":"VinFast在越南建立第二家工厂，产能翻倍加速全球扩张","url":"https://stock-news.laohu8.com/highlight/detail?id=1169645018","media":"智通财经网","summary":"满足市场对其小型和中型车的需求。","content":"<html><head></head><body><p>越南电动汽车制造商VinFast Auto近日宣布了扩张计划，将在越南建立第二家生产工厂，以期将产能翻倍，满足市场对其小型和中型车型的日益增长需求。新工厂预计将具备年产30万辆汽车的能力，与公司在海防的现有工厂持平，并计划于明年7月正式投产。</p><p style=\"text-align: justify;\">在2024年的前九个月，VinFast全球交付量接近45,000辆，接近其全年80,000辆目标的55%。尽管如此，公司高管仍对实现年度目标表示乐观。新工厂将专注于生产VF 3和VF 5车型，服务于国内外市场。</p><p style=\"text-align: justify;\">VinFast的母公司Vingroup的副董事长兼首席执行官Nguyen Viet Quang在声明中表示：“随着国际市场对电动汽车的需求迅速增长，增建工厂将为VinFast未来的关键且快速扩张阶段打下坚实基础。”</p><p style=\"text-align: justify;\">VinFast上个月公布的第三季度净亏损已减少至5.5亿美元，这一改善归因于材料成本的降低和产量的增加。</p><p style=\"text-align: justify;\">此外，VinFast还宣布了在印度尼西亚和印度建立装配厂的计划，并将原定于北卡罗来纳州的工厂启动时间推迟至2028年。这些举措标志着VinFast在全球电动汽车市场中的进一步扩张和深化。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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\">\nVinFast在越南建立第二家工厂，产能翻倍加速全球扩张\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-09 23:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1222451.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>越南电动汽车制造商VinFast Auto近日宣布了扩张计划，将在越南建立第二家生产工厂，以期将产能翻倍，满足市场对其小型和中型车型的日益增长需求。新工厂预计将具备年产30万辆汽车的能力，与公司在海防的现有工厂持平，并计划于明年7月正式投产。在2024年的前九个月，VinFast全球交付量接近45,000辆，接近其全年80,000辆目标的55%。尽管如此，公司高管仍对实现年度目标表示乐观。新工厂将...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1222451.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2148712218b19a2fb3bec160956cdfb1","relate_stocks":{"VFS":"VinFast Auto"},"source_url":"https://www.zhitongcaijing.com/content/detail/1222451.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169645018","content_text":"越南电动汽车制造商VinFast Auto近日宣布了扩张计划，将在越南建立第二家生产工厂，以期将产能翻倍，满足市场对其小型和中型车型的日益增长需求。新工厂预计将具备年产30万辆汽车的能力，与公司在海防的现有工厂持平，并计划于明年7月正式投产。在2024年的前九个月，VinFast全球交付量接近45,000辆，接近其全年80,000辆目标的55%。尽管如此，公司高管仍对实现年度目标表示乐观。新工厂将专注于生产VF 3和VF 5车型，服务于国内外市场。VinFast的母公司Vingroup的副董事长兼首席执行官Nguyen Viet 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、 &nbsp;","listText":"I 、 &nbsp;","text":"I 、","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/468492033626216","repostId":"1146812830","repostType":2,"repost":{"id":"1146812830","kind":"news","pubTimestamp":1755403542,"share":"https://www.laohu8.com/m/news/1146812830?lang=&edition=full","pubTime":"2025-08-17 12:05","market":"us","language":"zh","title":"高盛列出了25只股，散户的力量可能让它们“飞向月球”","url":"https://stock-news.laohu8.com/highlight/detail?id=1146812830","media":"智通财经网","summary":"散户买盘功不可没。","content":"<html><head></head><body><p>美股市场的主角逐渐发生了变化。曾经是机构投资者牢牢把控的舞台，如今散户们正以“逢跌必买”的姿态，成为支撑美股的重要力量。高盛最新发布的一份报告就明确指出，标普500指数和纳斯达克近期的上涨背后，散户买盘功不可没。尤其是模因股的火爆，并没有局限在小盘股，而是逐渐扩散到大盘科技股和核心权重股，推动市场不断走高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/250d1f3adadcc517bc15fc2fc81ee62e\" title=\"\" tg-width=\"781\" tg-height=\"434\"/></p><p style=\"text-align: justify;\">高盛衍生品专家 John Marshall 在研究中写道，近期散户的买入已经从加密货币、人工智能、零售和量子计算等小众题材股，延伸至 Palantir、AMD、TransDigm 等知名标的。<strong>他直言，如果这种趋势持续，未来几周这些散户参与度极高的股票可能会出现上行不对称性。换句话说，就是小幅回调之后随时可能迎来大幅拉升。高盛还点名这些25只股的的看涨期权，认为下一轮“伽马挤压”可能会让它们再次“飞向月球”。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ecea29fa73395be392c1ddfccb4d5da\" title=\"\" tg-width=\"781\" tg-height=\"561\"/></p><p style=\"text-align: justify;\">25只个股名单： </p><ul style=\"\"><li><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/KEY\">KeyCorp</a> 、<a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> 、<a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a> 、<a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 、<a href=\"https://laohu8.com/S/HST\">美国豪斯特酒店</a> </p></li><li><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/TDG\">TransDigm</a> 、<a href=\"https://laohu8.com/S/ALB\">美国雅保</a> 、<a href=\"https://laohu8.com/S/CNC\">康西哥</a> 、<a href=\"https://laohu8.com/S/ALGN\">艾利科技</a> 、<a href=\"https://laohu8.com/S/ZBRA\">斑马技术</a> </p></li><li><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/UPS\">联合包裹</a> 、<a href=\"https://laohu8.com/S/MSCI\">MSCI Inc</a> 、<a href=\"https://laohu8.com/S/TRMB\">天宝导航</a> 、<a href=\"https://laohu8.com/S/HUM\">哈门那</a> 、<a href=\"https://laohu8.com/S/BDX\">碧迪医疗</a></p></li><li><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/CMI\">康明斯</a> 、<a href=\"https://laohu8.com/S/EFX\">艾可菲</a> 、<a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a> 、<a href=\"https://laohu8.com/S/NSC\">诺福克南方</a> 、<a href=\"https://laohu8.com/S/DVA\">达维塔保健</a> 、</p></li><li><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/TTD\">Trade Desk Inc.</a> 、<a href=\"https://laohu8.com/S/EA\">艺电</a> 、<a href=\"https://laohu8.com/S/UAL\">联合大陆航空</a> 、<a href=\"https://laohu8.com/S/MKTX\">MarketAxess Holdings</a> 、<a href=\"https://laohu8.com/S/TDY\">Teledyne Technologies Inc</a></p></li></ul><p style=\"text-align: justify;\">与此同时，专业资金也并未缺席。在“害怕踏空”（FOMO）情绪的驱动下，机构投资者通过期货、掉期和期权加大了进场力度。融资利差的温和上升以及美联储 9 月降息预期的升温，成为推升他们加仓的重要理由。高盛策略师的观点很明确：美股在当前环境下依然具备进一步上涨的空间。</p><p style=\"text-align: justify;\">散户的力量已经被高盛视作不可忽视的市场变量。顶级交易员 Gail Hafif、Lee Coppersmith 和 Brian Garrett 在报告中指出，过去一年，散户群体的交易量一度占到了标普500指数成交总量的 28% 以上。这不仅改变了市场结构，更重新定义了交易规则。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d077bf2fcaebe106de52f7de209f80c\" title=\"\" tg-width=\"781\" tg-height=\"486\"/></p><p style=\"text-align: justify;\">更有意思的是，高盛编制的投机交易指数（Speculative Trading Indicator）最新读数已经升至 114，显示散户主导的投机情绪正在持续走强。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/545270199e30a4bbcaeba55b7d21b926\" title=\"\" tg-width=\"781\" tg-height=\"439\"/></p><p style=\"text-align: justify;\">从板块分布来看，散户的偏好十分鲜明。非必需消费品和科技股成为他们的首选，而房地产和公用事业板块则显得乏人问津。以 XLK（科技行业精选指数 ETF）为例，目前几乎五分之一的交易量来自散户之手，这已经远远超过过去的历史水平。换句话说，美股科技股的高位运行背后，零售投资者正是最关键的幕后推手。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5d3acd521fe4ce613fa561fc2e45116\" title=\"\" tg-width=\"781\" tg-height=\"559\"/></p><p style=\"text-align: justify;\">那么，这一趋势会走向何方？从宏观环境来看，如果美联储真的在下半年开启降息，散户和机构的共振可能进一步加剧美股的涨势。但风险同样不容忽视，随着投机指数攀升，市场波动性也随之放大。对于散户投资者来说，短期的交易机会确实诱人，但过度追涨杀跌，极容易被市场情绪反噬。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72f6d0639419e90e896870ada568368b\" title=\"\" tg-width=\"781\" tg-height=\"400\"/></p><p style=\"text-align: justify;\">从投资策略的角度，当前美股正处于一个典型的散户与机构共振阶段。对散户股民而言，盯紧那些成交额大、市值占比高、散户买盘集中的标的——比如 Palantir、AMD 等，可能会捕捉到下一轮伽马挤压的契机。但同时，也要对风险保持足够的敬畏，尤其是在波动性急剧上升的环境下，合理控制仓位与使用对冲工具，才是立于不败之地的关键。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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高盛列出了25只股，散户的力量可能让它们“飞向月球”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-17 12:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1330547.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美股市场的主角逐渐发生了变化。曾经是机构投资者牢牢把控的舞台，如今散户们正以“逢跌必买”的姿态，成为支撑美股的重要力量。高盛最新发布的一份报告就明确指出，标普500指数和纳斯达克近期的上涨背后，散户买盘功不可没。尤其是模因股的火爆，并没有局限在小盘股，而是逐渐扩散到大盘科技股和核心权重股，推动市场不断走高。高盛衍生品专家 John Marshall 在研究中写道，近期散户的买入已经从加密货币、...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1330547.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a89c5f3f760cbba3e49a1923d85c3b4c","relate_stocks":{"CNC":"康西哥","UPS":"联合包裹","MSCI":"MSCI Inc","PLTR":"Palantir Technologies Inc.","HUM":"哈门那","TDG":"TransDigm","AMD":"美国超微公司","EA":"艺电","ZBRA":"斑马技术","UAL":"联合大陆航空","HST":"美国豪斯特酒店","KEY":"KeyCorp","ALB":"美国雅保","TRMB":"天宝导航","MKTX":"MarketAxess Holdings","BDX":"碧迪医疗","TDY":"Teledyne Technologies Inc","DVA":"达维塔保健","EFX":"艾可菲","MPWR":"Monolithic Power Systems","TTD":"Trade Desk Inc.","WBD":"Warner Bros. Discovery","CMI":"康明斯","ALGN":"艾利科技","NSC":"诺福克南方"},"source_url":"https://www.zhitongcaijing.com/content/detail/1330547.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1146812830","content_text":"美股市场的主角逐渐发生了变化。曾经是机构投资者牢牢把控的舞台，如今散户们正以“逢跌必买”的姿态，成为支撑美股的重要力量。高盛最新发布的一份报告就明确指出，标普500指数和纳斯达克近期的上涨背后，散户买盘功不可没。尤其是模因股的火爆，并没有局限在小盘股，而是逐渐扩散到大盘科技股和核心权重股，推动市场不断走高。高盛衍生品专家 John Marshall 在研究中写道，近期散户的买入已经从加密货币、人工智能、零售和量子计算等小众题材股，延伸至 Palantir、AMD、TransDigm 等知名标的。他直言，如果这种趋势持续，未来几周这些散户参与度极高的股票可能会出现上行不对称性。换句话说，就是小幅回调之后随时可能迎来大幅拉升。高盛还点名这些25只股的的看涨期权，认为下一轮“伽马挤压”可能会让它们再次“飞向月球”。25只个股名单： KeyCorp 、Palantir Technologies Inc. 、Warner Bros. Discovery 、美国超微公司 、美国豪斯特酒店 TransDigm 、美国雅保 、康西哥 、艾利科技 、斑马技术 联合包裹 、MSCI Inc 、天宝导航 、哈门那 、碧迪医疗康明斯 、艾可菲 、Monolithic Power Systems 、诺福克南方 、达维塔保健 、Trade Desk Inc. 、艺电 、联合大陆航空 、MarketAxess Holdings 、Teledyne Technologies Inc与此同时，专业资金也并未缺席。在“害怕踏空”（FOMO）情绪的驱动下，机构投资者通过期货、掉期和期权加大了进场力度。融资利差的温和上升以及美联储 9 月降息预期的升温，成为推升他们加仓的重要理由。高盛策略师的观点很明确：美股在当前环境下依然具备进一步上涨的空间。散户的力量已经被高盛视作不可忽视的市场变量。顶级交易员 Gail Hafif、Lee Coppersmith 和 Brian Garrett 在报告中指出，过去一年，散户群体的交易量一度占到了标普500指数成交总量的 28% 以上。这不仅改变了市场结构，更重新定义了交易规则。更有意思的是，高盛编制的投机交易指数（Speculative Trading Indicator）最新读数已经升至 114，显示散户主导的投机情绪正在持续走强。从板块分布来看，散户的偏好十分鲜明。非必需消费品和科技股成为他们的首选，而房地产和公用事业板块则显得乏人问津。以 XLK（科技行业精选指数 ETF）为例，目前几乎五分之一的交易量来自散户之手，这已经远远超过过去的历史水平。换句话说，美股科技股的高位运行背后，零售投资者正是最关键的幕后推手。那么，这一趋势会走向何方？从宏观环境来看，如果美联储真的在下半年开启降息，散户和机构的共振可能进一步加剧美股的涨势。但风险同样不容忽视，随着投机指数攀升，市场波动性也随之放大。对于散户投资者来说，短期的交易机会确实诱人，但过度追涨杀跌，极容易被市场情绪反噬。从投资策略的角度，当前美股正处于一个典型的散户与机构共振阶段。对散户股民而言，盯紧那些成交额大、市值占比高、散户买盘集中的标的——比如 Palantir、AMD 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp; …………．．，，％…．","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp; …………．．，，％…．","text":"$特斯拉(TSLA)$ …………．．，，％…．","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/436725699751952","repostId":"1146836428","repostType":2,"repost":{"id":"1146836428","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":1747637903,"share":"https://www.laohu8.com/m/news/1146836428?lang=&edition=full","pubTime":"2025-05-19 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14:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月19日，港股生物科技股午后持续走强，<a href=\"https://laohu8.com/S/02480\">绿竹生物-B</a>涨超19%，<a href=\"https://laohu8.com/S/01530\">三生制药</a>涨10%，<a href=\"https://laohu8.com/S/09688\">再鼎医药</a>、<a href=\"https://laohu8.com/S/06660\">艾美疫苗</a>涨超8%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c7503bb5970fecbafc8f010d9ebcb95\" title=\"\" tg-width=\"403\" tg-height=\"774\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85675909dc6c67ee0181339c18bcfdff","relate_stocks":{"159837":"生物科技","BK1161":"生物科技","HSCEI":"国企指数","07226":"南方两倍做多恒科","HSTECH":"恒生科技指数","YANG":"三倍做空富时中国ETF-Direxion","BK4614":"Manus概念股","02480":"绿竹生物-B"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146836428","content_text":"5月19日，港股生物科技股午后持续走强，绿竹生物-B涨超19%，三生制药涨10%，再鼎医药、艾美疫苗涨超8%。","news_type":1,"symbols_score_info":{"159837":1,"02480":1,"07226":1,"HSCEI":1,"HSTECH":1,"YANG":1}},"isVote":1,"tweetType":1,"viewCount":647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":303494855,"gmtCreate":1603210883477,"gmtModify":1703829123342,"author":{"id":"40626424476458","authorId":"40626424476458","name":"阿不辣","avatar":"https://static.tigerbbs.com/c3b0a1c9de8d150baaa7f60af6044da1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"40626424476458","authorIdStr":"40626424476458"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JMIA\">$Jumia Technologies AG(JMIA)$</a>长线放10年会怎样","listText":"<a href=\"https://laohu8.com/S/JMIA\">$Jumia Technologies AG(JMIA)$</a>长线放10年会怎样","text":"$Jumia Technologies AG(JMIA)$长线放10年会怎样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303494855","isVote":1,"tweetType":1,"viewCount":1497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":379970520240440,"gmtCreate":1733800388227,"gmtModify":1733800727746,"author":{"id":"40626424476458","authorId":"40626424476458","name":"阿不辣","avatar":"https://static.tigerbbs.com/c3b0a1c9de8d150baaa7f60af6044da1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"40626424476458","authorIdStr":"40626424476458"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"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/379970520240440","repostId":"1169645018","repostType":2,"repost":{"id":"1169645018","kind":"news","pubTimestamp":1733758545,"share":"https://www.laohu8.com/m/news/1169645018?lang=&edition=full","pubTime":"2024-12-09 23:35","market":"us","language":"zh","title":"VinFast在越南建立第二家工厂，产能翻倍加速全球扩张","url":"https://stock-news.laohu8.com/highlight/detail?id=1169645018","media":"智通财经网","summary":"满足市场对其小型和中型车的需求。","content":"<html><head></head><body><p>越南电动汽车制造商VinFast Auto近日宣布了扩张计划，将在越南建立第二家生产工厂，以期将产能翻倍，满足市场对其小型和中型车型的日益增长需求。新工厂预计将具备年产30万辆汽车的能力，与公司在海防的现有工厂持平，并计划于明年7月正式投产。</p><p style=\"text-align: justify;\">在2024年的前九个月，VinFast全球交付量接近45,000辆，接近其全年80,000辆目标的55%。尽管如此，公司高管仍对实现年度目标表示乐观。新工厂将专注于生产VF 3和VF 5车型，服务于国内外市场。</p><p style=\"text-align: justify;\">VinFast的母公司Vingroup的副董事长兼首席执行官Nguyen Viet Quang在声明中表示：“随着国际市场对电动汽车的需求迅速增长，增建工厂将为VinFast未来的关键且快速扩张阶段打下坚实基础。”</p><p style=\"text-align: justify;\">VinFast上个月公布的第三季度净亏损已减少至5.5亿美元，这一改善归因于材料成本的降低和产量的增加。</p><p style=\"text-align: justify;\">此外，VinFast还宣布了在印度尼西亚和印度建立装配厂的计划，并将原定于北卡罗来纳州的工厂启动时间推迟至2028年。这些举措标志着VinFast在全球电动汽车市场中的进一步扩张和深化。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>VinFast在越南建立第二家工厂，产能翻倍加速全球扩张</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; 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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\">\nVinFast在越南建立第二家工厂，产能翻倍加速全球扩张\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-09 23:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1222451.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>越南电动汽车制造商VinFast Auto近日宣布了扩张计划，将在越南建立第二家生产工厂，以期将产能翻倍，满足市场对其小型和中型车型的日益增长需求。新工厂预计将具备年产30万辆汽车的能力，与公司在海防的现有工厂持平，并计划于明年7月正式投产。在2024年的前九个月，VinFast全球交付量接近45,000辆，接近其全年80,000辆目标的55%。尽管如此，公司高管仍对实现年度目标表示乐观。新工厂将...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1222451.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2148712218b19a2fb3bec160956cdfb1","relate_stocks":{"VFS":"VinFast Auto"},"source_url":"https://www.zhitongcaijing.com/content/detail/1222451.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169645018","content_text":"越南电动汽车制造商VinFast Auto近日宣布了扩张计划，将在越南建立第二家生产工厂，以期将产能翻倍，满足市场对其小型和中型车型的日益增长需求。新工厂预计将具备年产30万辆汽车的能力，与公司在海防的现有工厂持平，并计划于明年7月正式投产。在2024年的前九个月，VinFast全球交付量接近45,000辆，接近其全年80,000辆目标的55%。尽管如此，公司高管仍对实现年度目标表示乐观。新工厂将专注于生产VF 3和VF 5车型，服务于国内外市场。VinFast的母公司Vingroup的副董事长兼首席执行官Nguyen Viet Quang在声明中表示：“随着国际市场对电动汽车的需求迅速增长，增建工厂将为VinFast未来的关键且快速扩张阶段打下坚实基础。”VinFast上个月公布的第三季度净亏损已减少至5.5亿美元，这一改善归因于材料成本的降低和产量的增加。此外，VinFast还宣布了在印度尼西亚和印度建立装配厂的计划，并将原定于北卡罗来纳州的工厂启动时间推迟至2028年。这些举措标志着VinFast在全球电动汽车市场中的进一步扩张和深化。","news_type":1,"symbols_score_info":{"VFS":1.1}},"isVote":1,"tweetType":1,"viewCount":1042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}