文狸的个人主页 - 老虎社区

文狸

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IP属地：北京

207关注

41粉丝

19主题

0勋章

12-16 17:43

哈哈我也是很喜欢的呢我也是想着要来约会去了

12-16 17:42

哈哈我也是很喜欢的呢我也是想着要来约会去了知道了

12-16 17:41

哈哈哈哈😄，哈哈我也是很喜欢的呢我也是

12-16 17:39

哈哈哈哈哈哈哈哈我笑到头掉哈哈笑得想头掉哈哈哈

12-16 17:33

哈哈哈哈哈哈哈哈哈哈哈哈哈哈

12-16 14:28

$AAPL 20251219 267.5 CALL$

期权策略 | 华纳兄弟并购案上演狗血剧情！不同情景下如何布局期权策略？

12-12

哈哈哈

港股综述 | 恒指、科指均涨近2%！东方电气涨超13%，中国银河涨近7%

12-12

好好好

何小鹏“亮剑”马斯克，若失败，负责人将在金门大桥“裸跑”

12-12

111

港股综述 | 恒指、科指均涨近2%！东方电气涨超13%，中国银河涨近7%

12-12

111

何小鹏“亮剑”马斯克，若失败，负责人将在金门大桥“裸跑”

12-12

哈哈哈哈

@交易员Owen:金银比突然坍塌银价剑指70，大宗商品新一轮行情就要开始了？

12-12

哈哈哈

@中环杰哥投资探秘:实盘+美港股解读 – 美股议席后的上行代表什么，港股低位振荡等待更好时机 12/11

12-10

[开心] [开心] [愤怒] [愤怒] [呆住] [呆住]

12-10

hhhhj

直播：亿航智能2025年Q3业绩电话会

11-29

哈哈哈

抱歉，原内容已删除

11-29

[财迷] [财迷] [财迷] [财迷] [财迷]

@小苹果一定能赢:$特斯拉(TSLA)$ [财迷] [财迷] [财迷] [财迷]

11-18

https://tigr.link/s/50CrLXM

11-18

这篇文章不错，转发给大家看看

抱歉，原内容已删除

10-23

哈哈哈哥哥vv分成分丰富

10-21

我嘞个去，为啥会这样。什么原因呢？@文狸

去老虎APP查看更多动态

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href=\"https://laohu8.com/OPT/AAPL 20251219 267.5 CALL\">$AAPL 20251219 267.5 CALL$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/AAPL 20251219 267.5 CALL\">$AAPL 20251219 267.5 CALL$</a>&nbsp;","text":"$AAPL 20251219 267.5 CALL$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511342975734456","repostId":"1167394354","repostType":2,"repost":{"id":"1167394354","kind":"news","weMediaInfo":{"introduction":"期权策略分享","home_visible":1,"media_name":"期权女巫","id":"1020040791","head_image":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1765855608,"share":"https://www.laohu8.com/m/news/1167394354?lang=zh_CN&edition=full","pubTime":"2025-12-16 11:26","market":"us","language":"zh","title":"期权策略 | 华纳兄弟并购案上演狗血剧情！不同情景下如何布局期权策略？","url":"https://stock-news.laohu8.com/highlight/detail?id=1167394354","media":"期权女巫","summary":"华纳兄弟并购案上演狗血剧情！12月7日美国总统特朗普对Netflix收购华纳兄弟的计划表达了明确的反垄断担忧，指出合并后实体的高市场份额可能构成监管障碍。12月8日2025年12月8日，派拉蒙正式对华纳兄弟发动恶意收购，以每股30美元的全现金方案入市，对华纳兄弟的企业估值达1084亿美元。华纳兄弟董事会则表示，将按受托义务审视建议。12月22日华纳兄弟董事会必须在12月22日前对派拉蒙提案做出回应，这将决定好莱坞这场收购大战的最终走向。","content":"<html><head></head><body><p>华纳兄弟（ <a href=\"https://laohu8.com/S/WBD\">WARNER BROS DISCOVERY INC</a> ，WBD）并购案上演狗血剧情！12月5日， <a href=\"https://laohu8.com/S/NFLX\">奈飞</a> （Netflix，NFLX）宣布将以现金加股票的方式，以827亿美元收购华纳兄弟探索公司旗下的核心影视业务，包括传奇的华纳兄弟制片厂、HBO电视网以及DC电影宇宙等宝贵IP。然而这场交易遭遇意外狙击。仅在三天后派拉蒙（ <a href=\"https://laohu8.com/S/PSKY\">Paramount Skydance Corp</a> ，PSKY）发布公告，宣布对华纳兄弟发起敌意收购。派拉蒙提出以每股30美元的全现金方式收购华纳兄弟的全部流通股份，对应的华纳兄弟公司估值达到1084亿美元。</p><h2 id=\"id_4002993775\">时间线：</h2><ul style=\"\"><li><p><strong>12月5日</strong></p></li></ul><p>2025年12月5日，美国媒体集团Netflix与华纳兄弟宣布已达成协议，Netflix将以现金加股票方式并购华纳兄弟的电影及电视制作业务。交易范围涵盖华纳兄弟旗下的收费电视及串流平台业务，包括HBO、HBO Max、DC娱乐／DC工作室，以及其庞大的内容库。整宗交易按企业价值计算达827亿美元（股权价值为720亿美元）。按照协议安排，在华纳兄弟探索完成计划中的拆分后，Netflix将以<strong>每股27.75美元</strong>收购华纳兄弟的股份。</p><ul style=\"\"><li><p><strong>12月7日</strong></p></li></ul><p>美国总统特朗普对Netflix收购华纳兄弟的计划表达了明确的反垄断担忧，指出合并后实体的高市场份额可能构成监管障碍。这表明这笔价值720亿美元的交易正面临来自最高决策层的严峻审视，监管不确定性显著增加。</p><ul style=\"\"><li><p><strong>12月8日</strong></p></li></ul><p>2025年12月8日，派拉蒙正式对华纳兄弟发动恶意收购，以<strong>每股30美元</strong>的全现金方案入市，对华纳兄弟的企业估值达1084亿美元。其股权部分估值410亿美元，由埃里森家族、红鸟资本、沙特阿拉伯公共投资基金、卡塔尔投资局及Affinity Partners提供资金支持，并获美国银行、花旗集团及阿波罗全球管理提供合共540亿美元贷款。派拉蒙声称其方案的现金规模比Netflix的建议多出约180亿美元。派拉蒙认为，若能成功合并，可凭借华纳兄弟的电影及电视资产，加上派拉蒙的广播与有线网络组合，建立一个更具规模的纵向整合娱乐及串流业务。华纳兄弟董事会则表示，将按受托义务审视建议。派拉蒙表示，其交易可于10至12个月内完成，而Netflix估计需时12至18个月。</p><ul style=\"\"><li><p><strong>12月15日</strong></p></li></ul><p>奈飞公司（Netflix）表示，其收购华纳兄弟公司部分资产的立场并未发生变化。</p><p>奈飞公司联席首席执行官格雷格·彼得斯和特德·萨兰多斯在致员工信中称，派拉蒙天舞公司发起的敌意收购“完全在预料之中”，奈飞公司有信心通过监管审查。</p><ul style=\"\"><li><p><strong>12月22日</strong></p></li></ul><p>华纳兄弟董事会必须在12月22日前对派拉蒙提案做出回应，这将决定好莱坞这场收购大战的最终走向。</p><ul style=\"\"><li><p><strong>32美元</strong></p></li></ul><p>CreditSights分析师预计，如果谈判重启，派拉蒙可能将报价提升至<strong>每股32美元</strong>左右。</p><h2 id=\"id_3410828302\">不同情境下华纳兄弟（ <a href=\"https://laohu8.com/S/WBD\">WARNER BROS DISCOVERY INC</a> ，WBD）期权策略：</h2><h3 id=\"id_451309839\">1）假如派拉蒙以每股30美元的全现金方案赢得华纳兄弟并购案</h3><h4 id=\"id_3440818321\">①裸卖WBD看跌期权</h4><ul style=\"\"><li><p><strong>合约构建：</strong>卖出一张2025年12月26日到期、行权价为29.5美元WBD看跌期权。</p></li></ul><p>‌<a href=\"https://laohu8.com/OPT/WBD 20251226 29.5 PUT\" title=\"$WBD 20251226 29.5 PUT$  \" class=\"immutable-element\">$WBD 20251226 29.5 PUT$  </a></p><ul style=\"\"><li><p><strong>盈亏分析：</strong></p></li></ul><p>最大收益：权利金全额 =53美元</p><p>最大风险：若股价到期前跌破29.5美元，需按29.5美元的股价接盘100股</p><ul style=\"\"><li><p><strong>适用场景：</strong>认为派拉蒙赢得华纳兄弟并购案，赚取权利金</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6a781632877760802494c110a859daab\" tg-width=\"1166\" tg-height=\"1433\"/></p><h3 id=\"id_3824462230\">2）假如派拉蒙退出竞购，奈飞维持每股27.75美元的方案并赢得华纳兄弟并购案</h3><h4 id=\"id_2589857452\">①买入WBD看跌期权</h4><ul style=\"\"><li><p><strong>合约构建：</strong>买入一张2025年12月26日到期、行权价为29.5美元WBD看跌期权。</p></li></ul><p>‌<a href=\"https://laohu8.com/OPT/WBD 20251226 29.5 PUT\" title=\"$WBD 20251226 29.5 PUT$  \" class=\"immutable-element\">$WBD 20251226 29.5 PUT$  </a></p><ul style=\"\"><li><p><strong>盈亏分析：</strong></p></li></ul><p>最大亏损：权利金全额 =53美元</p><p>盈亏平衡点：28.8美元</p><ul style=\"\"><li><p><strong>适用场景：认为</strong>奈飞维持每股27.75美元的方案并赢得华纳兄弟并购案</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/99e7800755c79b3a39e5184b9e0044df\" tg-width=\"1170\" tg-height=\"1392\"/></p><h4 id=\"id_101573478\">②卖出WBD虚值看涨期权</h4><ul style=\"\"><li><p><strong>合约构建：</strong>卖出一张2025年12月26日到期、行权价为32.5美元WBD看涨期权。</p></li></ul><p>‌<a href=\"https://laohu8.com/OPT/WBD 20251226 32.5 CALL\" title=\"$WBD 20251226 32.5 CALL$  \" class=\"immutable-element\">$WBD 20251226 32.5 CALL$  </a></p><ul style=\"\"><li><p><strong>盈亏分析：</strong></p></li></ul><p>最大收益：权利金全额 =46美元</p><p>最大风险：若股价到期前升破32.5美元，需按32.5美元的股价接盘100股，理论上亏损无上限</p><ul style=\"\"><li><p><strong>适用场景：</strong>认为奈飞维持每股27.75美元的方案并赢得华纳兄弟并购案</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f943b17b33ea17af6ce94f924f0e6388\" tg-width=\"1170\" tg-height=\"1389\"/></p><h3 id=\"id_1870371707\">3）假如派拉蒙、奈飞竞购华纳兄弟的报价提高至每股32美元</h3><h4 id=\"id_2013951616\">①买入WBD看涨期权</h4><ul style=\"\"><li><p><strong>合约构建：</strong>买入一张2026年1月9日到期、行权价为30美元WBD看涨期权。</p></li></ul><p>‌<a href=\"https://laohu8.com/OPT/WBD 20260109 30.0 CALL\" title=\"$WBD 20260109 30.0 CALL$  \" class=\"immutable-element\">$WBD 20260109 30.0 CALL$  </a></p><ul style=\"\"><li><p><strong>盈亏分析：</strong></p></li></ul><p>最大亏损：权利金全额 =87美元</p><p>盈亏平衡点：30.91美元</p><ul style=\"\"><li><p><strong>适用场景：</strong>认为派拉蒙、奈飞竞购华纳兄弟的报价会提高至每股32美元</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d3eeacc9129559f4a30bdf8b2cb865b6\" tg-width=\"1170\" tg-height=\"1383\"/></p><p><em>免责声明：期权交易具有高风险特征，投资者需根据自身风险承受能力审慎决策。</em></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>期权策略 | 华纳兄弟并购案上演狗血剧情！不同情景下如何布局期权策略？</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期权策略 | 华纳兄弟并购案上演狗血剧情！不同情景下如何布局期权策略？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020040791\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">期权女巫 </p>\n<p class=\"h-time\">2025-12-16 11:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>华纳兄弟（ <a href=\"https://laohu8.com/S/WBD\">WARNER BROS DISCOVERY INC</a> ，WBD）并购案上演狗血剧情！12月5日， <a href=\"https://laohu8.com/S/NFLX\">奈飞</a> （Netflix，NFLX）宣布将以现金加股票的方式，以827亿美元收购华纳兄弟探索公司旗下的核心影视业务，包括传奇的华纳兄弟制片厂、HBO电视网以及DC电影宇宙等宝贵IP。然而这场交易遭遇意外狙击。仅在三天后派拉蒙（ <a href=\"https://laohu8.com/S/PSKY\">Paramount Skydance Corp</a> ，PSKY）发布公告，宣布对华纳兄弟发起敌意收购。派拉蒙提出以每股30美元的全现金方式收购华纳兄弟的全部流通股份，对应的华纳兄弟公司估值达到1084亿美元。</p><h2 id=\"id_4002993775\">时间线：</h2><ul style=\"\"><li><p><strong>12月5日</strong></p></li></ul><p>2025年12月5日，美国媒体集团Netflix与华纳兄弟宣布已达成协议，Netflix将以现金加股票方式并购华纳兄弟的电影及电视制作业务。交易范围涵盖华纳兄弟旗下的收费电视及串流平台业务，包括HBO、HBO Max、DC娱乐／DC工作室，以及其庞大的内容库。整宗交易按企业价值计算达827亿美元（股权价值为720亿美元）。按照协议安排，在华纳兄弟探索完成计划中的拆分后，Netflix将以<strong>每股27.75美元</strong>收购华纳兄弟的股份。</p><ul style=\"\"><li><p><strong>12月7日</strong></p></li></ul><p>美国总统特朗普对Netflix收购华纳兄弟的计划表达了明确的反垄断担忧，指出合并后实体的高市场份额可能构成监管障碍。这表明这笔价值720亿美元的交易正面临来自最高决策层的严峻审视，监管不确定性显著增加。</p><ul style=\"\"><li><p><strong>12月8日</strong></p></li></ul><p>2025年12月8日，派拉蒙正式对华纳兄弟发动恶意收购，以<strong>每股30美元</strong>的全现金方案入市，对华纳兄弟的企业估值达1084亿美元。其股权部分估值410亿美元，由埃里森家族、红鸟资本、沙特阿拉伯公共投资基金、卡塔尔投资局及Affinity Partners提供资金支持，并获美国银行、花旗集团及阿波罗全球管理提供合共540亿美元贷款。派拉蒙声称其方案的现金规模比Netflix的建议多出约180亿美元。派拉蒙认为，若能成功合并，可凭借华纳兄弟的电影及电视资产，加上派拉蒙的广播与有线网络组合，建立一个更具规模的纵向整合娱乐及串流业务。华纳兄弟董事会则表示，将按受托义务审视建议。派拉蒙表示，其交易可于10至12个月内完成，而Netflix估计需时12至18个月。</p><ul style=\"\"><li><p><strong>12月15日</strong></p></li></ul><p>奈飞公司（Netflix）表示，其收购华纳兄弟公司部分资产的立场并未发生变化。</p><p>奈飞公司联席首席执行官格雷格·彼得斯和特德·萨兰多斯在致员工信中称，派拉蒙天舞公司发起的敌意收购“完全在预料之中”，奈飞公司有信心通过监管审查。</p><ul style=\"\"><li><p><strong>12月22日</strong></p></li></ul><p>华纳兄弟董事会必须在12月22日前对派拉蒙提案做出回应，这将决定好莱坞这场收购大战的最终走向。</p><ul style=\"\"><li><p><strong>32美元</strong></p></li></ul><p>CreditSights分析师预计，如果谈判重启，派拉蒙可能将报价提升至<strong>每股32美元</strong>左右。</p><h2 id=\"id_3410828302\">不同情境下华纳兄弟（ <a href=\"https://laohu8.com/S/WBD\">WARNER BROS DISCOVERY INC</a> ，WBD）期权策略：</h2><h3 id=\"id_451309839\">1）假如派拉蒙以每股30美元的全现金方案赢得华纳兄弟并购案</h3><h4 id=\"id_3440818321\">①裸卖WBD看跌期权</h4><ul style=\"\"><li><p><strong>合约构建：</strong>卖出一张2025年12月26日到期、行权价为29.5美元WBD看跌期权。</p></li></ul><p>‌<a href=\"https://laohu8.com/OPT/WBD 20251226 29.5 PUT\" title=\"$WBD 20251226 29.5 PUT$  \" class=\"immutable-element\">$WBD 20251226 29.5 PUT$  </a></p><ul style=\"\"><li><p><strong>盈亏分析：</strong></p></li></ul><p>最大收益：权利金全额 =53美元</p><p>最大风险：若股价到期前跌破29.5美元，需按29.5美元的股价接盘100股</p><ul style=\"\"><li><p><strong>适用场景：</strong>认为派拉蒙赢得华纳兄弟并购案，赚取权利金</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6a781632877760802494c110a859daab\" tg-width=\"1166\" tg-height=\"1433\"/></p><h3 id=\"id_3824462230\">2）假如派拉蒙退出竞购，奈飞维持每股27.75美元的方案并赢得华纳兄弟并购案</h3><h4 id=\"id_2589857452\">①买入WBD看跌期权</h4><ul style=\"\"><li><p><strong>合约构建：</strong>买入一张2025年12月26日到期、行权价为29.5美元WBD看跌期权。</p></li></ul><p>‌<a href=\"https://laohu8.com/OPT/WBD 20251226 29.5 PUT\" title=\"$WBD 20251226 29.5 PUT$  \" class=\"immutable-element\">$WBD 20251226 29.5 PUT$  </a></p><ul style=\"\"><li><p><strong>盈亏分析：</strong></p></li></ul><p>最大亏损：权利金全额 =53美元</p><p>盈亏平衡点：28.8美元</p><ul style=\"\"><li><p><strong>适用场景：认为</strong>奈飞维持每股27.75美元的方案并赢得华纳兄弟并购案</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/99e7800755c79b3a39e5184b9e0044df\" tg-width=\"1170\" tg-height=\"1392\"/></p><h4 id=\"id_101573478\">②卖出WBD虚值看涨期权</h4><ul style=\"\"><li><p><strong>合约构建：</strong>卖出一张2025年12月26日到期、行权价为32.5美元WBD看涨期权。</p></li></ul><p>‌<a href=\"https://laohu8.com/OPT/WBD 20251226 32.5 CALL\" title=\"$WBD 20251226 32.5 CALL$  \" class=\"immutable-element\">$WBD 20251226 32.5 CALL$  </a></p><ul style=\"\"><li><p><strong>盈亏分析：</strong></p></li></ul><p>最大收益：权利金全额 =46美元</p><p>最大风险：若股价到期前升破32.5美元，需按32.5美元的股价接盘100股，理论上亏损无上限</p><ul style=\"\"><li><p><strong>适用场景：</strong>认为奈飞维持每股27.75美元的方案并赢得华纳兄弟并购案</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f943b17b33ea17af6ce94f924f0e6388\" tg-width=\"1170\" tg-height=\"1389\"/></p><h3 id=\"id_1870371707\">3）假如派拉蒙、奈飞竞购华纳兄弟的报价提高至每股32美元</h3><h4 id=\"id_2013951616\">①买入WBD看涨期权</h4><ul style=\"\"><li><p><strong>合约构建：</strong>买入一张2026年1月9日到期、行权价为30美元WBD看涨期权。</p></li></ul><p>‌<a href=\"https://laohu8.com/OPT/WBD 20260109 30.0 CALL\" title=\"$WBD 20260109 30.0 CALL$  \" class=\"immutable-element\">$WBD 20260109 30.0 CALL$  </a></p><ul style=\"\"><li><p><strong>盈亏分析：</strong></p></li></ul><p>最大亏损：权利金全额 =87美元</p><p>盈亏平衡点：30.91美元</p><ul style=\"\"><li><p><strong>适用场景：</strong>认为派拉蒙、奈飞竞购华纳兄弟的报价会提高至每股32美元</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d3eeacc9129559f4a30bdf8b2cb865b6\" tg-width=\"1170\" tg-height=\"1383\"/></p><p><em>免责声明：期权交易具有高风险特征，投资者需根据自身风险承受能力审慎决策。</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/1fee845f5ab2c92f4cb53a78d96a7b50","relate_stocks":{"PSKY":"Paramount Skydance Corp","NFLX":"奈飞","WBD":"WARNER BROS DISCOVERY INC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167394354","content_text":"华纳兄弟（ WARNER BROS DISCOVERY INC ，WBD）并购案上演狗血剧情！12月5日， 奈飞 （Netflix，NFLX）宣布将以现金加股票的方式，以827亿美元收购华纳兄弟探索公司旗下的核心影视业务，包括传奇的华纳兄弟制片厂、HBO电视网以及DC电影宇宙等宝贵IP。然而这场交易遭遇意外狙击。仅在三天后派拉蒙（ Paramount Skydance Corp ，PSKY）发布公告，宣布对华纳兄弟发起敌意收购。派拉蒙提出以每股30美元的全现金方式收购华纳兄弟的全部流通股份，对应的华纳兄弟公司估值达到1084亿美元。时间线：12月5日2025年12月5日，美国媒体集团Netflix与华纳兄弟宣布已达成协议，Netflix将以现金加股票方式并购华纳兄弟的电影及电视制作业务。交易范围涵盖华纳兄弟旗下的收费电视及串流平台业务，包括HBO、HBO Max、DC娱乐／DC工作室，以及其庞大的内容库。整宗交易按企业价值计算达827亿美元（股权价值为720亿美元）。按照协议安排，在华纳兄弟探索完成计划中的拆分后，Netflix将以每股27.75美元收购华纳兄弟的股份。12月7日美国总统特朗普对Netflix收购华纳兄弟的计划表达了明确的反垄断担忧，指出合并后实体的高市场份额可能构成监管障碍。这表明这笔价值720亿美元的交易正面临来自最高决策层的严峻审视，监管不确定性显著增加。12月8日2025年12月8日，派拉蒙正式对华纳兄弟发动恶意收购，以每股30美元的全现金方案入市，对华纳兄弟的企业估值达1084亿美元。其股权部分估值410亿美元，由埃里森家族、红鸟资本、沙特阿拉伯公共投资基金、卡塔尔投资局及Affinity Partners提供资金支持，并获美国银行、花旗集团及阿波罗全球管理提供合共540亿美元贷款。派拉蒙声称其方案的现金规模比Netflix的建议多出约180亿美元。派拉蒙认为，若能成功合并，可凭借华纳兄弟的电影及电视资产，加上派拉蒙的广播与有线网络组合，建立一个更具规模的纵向整合娱乐及串流业务。华纳兄弟董事会则表示，将按受托义务审视建议。派拉蒙表示，其交易可于10至12个月内完成，而Netflix估计需时12至18个月。12月15日奈飞公司（Netflix）表示，其收购华纳兄弟公司部分资产的立场并未发生变化。奈飞公司联席首席执行官格雷格·彼得斯和特德·萨兰多斯在致员工信中称，派拉蒙天舞公司发起的敌意收购“完全在预料之中”，奈飞公司有信心通过监管审查。12月22日华纳兄弟董事会必须在12月22日前对派拉蒙提案做出回应，这将决定好莱坞这场收购大战的最终走向。32美元CreditSights分析师预计，如果谈判重启，派拉蒙可能将报价提升至每股32美元左右。不同情境下华纳兄弟（ WARNER BROS DISCOVERY INC ，WBD）期权策略：1）假如派拉蒙以每股30美元的全现金方案赢得华纳兄弟并购案①裸卖WBD看跌期权合约构建：卖出一张2025年12月26日到期、行权价为29.5美元WBD看跌期权。‌$WBD 20251226 29.5 PUT$  盈亏分析：最大收益：权利金全额 =53美元最大风险：若股价到期前跌破29.5美元，需按29.5美元的股价接盘100股适用场景：认为派拉蒙赢得华纳兄弟并购案，赚取权利金2）假如派拉蒙退出竞购，奈飞维持每股27.75美元的方案并赢得华纳兄弟并购案①买入WBD看跌期权合约构建：买入一张2025年12月26日到期、行权价为29.5美元WBD看跌期权。‌$WBD 20251226 29.5 PUT$  盈亏分析：最大亏损：权利金全额 =53美元盈亏平衡点：28.8美元适用场景：认为奈飞维持每股27.75美元的方案并赢得华纳兄弟并购案②卖出WBD虚值看涨期权合约构建：卖出一张2025年12月26日到期、行权价为32.5美元WBD看涨期权。‌$WBD 20251226 32.5 CALL$  盈亏分析：最大收益：权利金全额 =46美元最大风险：若股价到期前升破32.5美元，需按32.5美元的股价接盘100股，理论上亏损无上限适用场景：认为奈飞维持每股27.75美元的方案并赢得华纳兄弟并购案3）假如派拉蒙、奈飞竞购华纳兄弟的报价提高至每股32美元①买入WBD看涨期权合约构建：买入一张2026年1月9日到期、行权价为30美元WBD看涨期权。‌$WBD 20260109 30.0 CALL$  盈亏分析：最大亏损：权利金全额 =87美元盈亏平衡点：30.91美元适用场景：认为派拉蒙、奈飞竞购华纳兄弟的报价会提高至每股32美元免责声明：期权交易具有高风险特征，投资者需根据自身风险承受能力审慎决策。","news_type":1,"symbols_score_info":{"PSKY":2,"NFLX":2,"WBD":2}},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":510073645077408,"gmtCreate":1765542635546,"gmtModify":1765542637681,"author":{"id":"4091320857230770","authorId":"4091320857230770","name":"文狸","avatar":"https://static.tigerbbs.com/5b43e4d217f58ae428704c949e9e98ce","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091320857230770","idStr":"4091320857230770"},"themes":[],"title":"","htmlText":"哈哈哈","listText":"哈哈哈","text":"哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/510073645077408","repostId":"1181137867","repostType":4,"repost":{"id":"1181137867","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":1765528954,"share":"https://www.laohu8.com/m/news/1181137867?lang=zh_CN&edition=full","pubTime":"2025-12-12 16:42","market":"hk","language":"zh","title":"港股综述 | 恒指、科指均涨近2%！东方电气涨超13%，中国银河涨近7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1181137867","media":"老虎资讯综合","summary":"港股行情港股三大指数齐涨，恒生指数涨1.75%，恒生科技指数涨1.87%，国企指数涨1.62%。电力设备股拉升，$东方电气$涨超13%，$哈尔滨电气$涨超11%，$上海电气$涨近9%。$图达通 $涨超12%，公司为激光雷达头部企业，产品已拓展至机器人等领域。截至收盘，沪指涨0.41%，深证成指涨0.84%，创业板指涨0.97%。","content":"<html><head></head><body><h3 id=\"id_3928800121\">港股行情</h3><p>港股三大指数齐涨，恒生指数涨1.75%，恒生科技指数涨1.87%，国企指数涨1.62%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1173c74e5b9cef18c76847dedb4dee5\" tg-width=\"919\" tg-height=\"143\"/></p><p>科网股多股上行，<a href=\"https://laohu8.com/S/00020\">商汤-W</a>涨4.74%，<a href=\"https://laohu8.com/S/09999\">网易-S</a>涨4.20%，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>涨2.41%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>涨2.32%，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>涨1.85%，<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>涨1.78%，<a href=\"https://laohu8.com/S/01024\">快手-W</a>涨1.05%，<a href=\"https://laohu8.com/S/03690\">美团-W</a>涨0.89%。</p><p>电力设备股拉升，<a href=\"https://laohu8.com/S/600875\">东方电气</a>涨超13%，<a href=\"https://laohu8.com/S/01133\">哈尔滨电气</a>涨超11%，<a href=\"https://laohu8.com/S/601727\">上海电气</a>涨近9%。</p><p>黄金股表现亮眼，<a href=\"https://laohu8.com/S/00815\">中国白银集团</a>涨超5%，<a href=\"https://laohu8.com/S/600547\">山东黄金</a>、<a href=\"https://laohu8.com/S/601899\">紫金矿业</a>、<a href=\"https://laohu8.com/S/02259\">紫金黄金国际</a>、<a href=\"https://laohu8.com/S/01818\">招金矿业</a>、<a href=\"https://laohu8.com/S/06693\">赤峰黄金</a>、<a href=\"https://laohu8.com/S/02099\">中国黄金国际</a>涨超3%。</p><p>互联网医疗股纷纷上行，<a href=\"https://laohu8.com/S/00241\">阿里健康</a>涨超4%，<a href=\"https://laohu8.com/S/06618\">京东健康</a>涨超3%，<a href=\"https://laohu8.com/S/09886\">叮当健康</a>、<a href=\"https://laohu8.com/S/06060\">众安在线</a>、<a href=\"https://laohu8.com/S/06086\">方舟健客</a>、<a href=\"https://laohu8.com/S/01833\">平安好医生</a>涨超2%。</p><p>证券及经纪股上扬，<a href=\"https://laohu8.com/S/06881\">中国银河</a>涨近7%，<a href=\"https://laohu8.com/S/601211\">国泰海通</a>涨超5%，<a href=\"https://laohu8.com/S/000776\">广发证券</a>涨超4%，<a href=\"https://laohu8.com/S/600958\">东方证券</a>涨超3%，<a href=\"https://laohu8.com/S/01788\">国泰君安国际</a>、<a href=\"https://laohu8.com/S/06066\">中信建投证券</a>涨超2%。</p><p>重型基建股表现亮眼，<a href=\"https://laohu8.com/S/01757\">俊裕地基</a>涨超25%，<a href=\"https://laohu8.com/S/03311\">中国建筑国际</a>涨超4%，<a href=\"https://laohu8.com/S/601390\">中国中铁</a>、<a href=\"https://laohu8.com/S/01800\">中国交通建设</a>涨超3%，<a href=\"https://laohu8.com/S/601186\">中国铁建</a>、<a href=\"https://laohu8.com/S/601618\">中国中冶</a>、<a href=\"https://laohu8.com/S/601068\">中铝国际</a>跟涨。</p><p>有色金属股纷纷上行，<a href=\"https://laohu8.com/S/01378\">中国宏桥</a>、<a href=\"https://laohu8.com/S/02600\">中国铝业</a>涨超4%，<a href=\"https://laohu8.com/S/00358\">江西铜业股份</a>、<a href=\"https://laohu8.com/S/01787\">山东黄金</a>、<a href=\"https://laohu8.com/S/02899\">紫金矿业</a>、招金矿业涨超3%。</p><p>个股方面： <a href=\"https://laohu8.com/S/00763\">中兴通讯</a>涨超4%，拟斥最多12亿元回购公司A股股份。</p><p><a href=\"https://laohu8.com/S/09999\">网易-S</a>尾盘涨超4%，《燕云十六声》海外持续出圈，游戏采用自研“弥赛亚引擎”。</p><p><a href=\"https://laohu8.com/S/09880\">优必选</a>涨超3%，近日斩获AI大模型公司超0.5亿人形<a href=\"https://laohu8.com/S/300024\">机器人</a>订单。</p><p><a href=\"https://laohu8.com/S/02665\">图达通 </a>涨超12%，公司为激光雷达头部企业，产品已拓展至机器人等领域。</p><h3 id=\"id_327907665\">A股行情</h3><p>A股市场探底回升，三大指数全线收红。截至收盘，沪指涨0.41%，深证成指涨0.84%，创业板指涨0.97%。</p><p>盘面上，可控核聚变板块掀涨停潮，<a href=\"https://laohu8.com/S/002639\">雪人集团</a>、<a href=\"https://laohu8.com/S/000969\">安泰科技</a>及<a href=\"https://laohu8.com/S/600875\">东方电气</a>等十余股涨停；国际金银价格齐涨，贵金属板块走强，<a href=\"https://laohu8.com/S/000506\">招金黄金</a>涨近8%；商业航天板块反复活跃，<a href=\"https://laohu8.com/S/301005\">超捷股份</a>等多股涨停；电源设备、海工装备、CPO概念、半导体板块涨幅居前。另一方面，零售、免税概念走低，<a href=\"https://laohu8.com/S/000759\">中百集团</a>跌逾6%；房地产板块走弱，<a href=\"https://laohu8.com/S/603506\">南都物业</a>跌停；铁路公路、海南、港口运输板块下跌。</p><p>具体来看：可控核聚变概念股领涨，天力复合30CM涨停，<a href=\"https://laohu8.com/S/300963\">中洲特材</a>20CM涨停，<a href=\"https://laohu8.com/S/688102\">斯瑞新材</a>涨超17%，<a href=\"https://laohu8.com/S/688719\">爱科赛博</a>涨超12%，<a href=\"https://laohu8.com/S/601399\">国机重装</a>、<a href=\"https://laohu8.com/S/002639\">雪人集团</a>、<a href=\"https://laohu8.com/S/600408\">安泰</a>科技等多股涨停。</p><p>国际金银价格齐涨，贵金属板块表现强势，<a href=\"https://laohu8.com/S/000506\">招金黄金</a>涨7.8%，<a href=\"https://laohu8.com/S/300139\">晓程科技</a>、<a href=\"https://laohu8.com/S/601069\">西部黄金</a>涨超6%，<a href=\"https://laohu8.com/S/600489\">中金黄金</a>、<a href=\"https://laohu8.com/S/001337\">四川黄金</a>、<a href=\"https://laohu8.com/S/000975\">山金国际</a>等跟涨。</p><p>电网设备概念持续走强，<a href=\"https://laohu8.com/S/300062\">中能电气</a>20CM涨停封板，<a href=\"https://laohu8.com/S/601179\">中国西电</a>、<a href=\"https://laohu8.com/S/600192\">长城电工</a>、<a href=\"https://laohu8.com/S/600550\">保变电气</a>等数只个股涨停。</p><p>商业<a href=\"https://laohu8.com/S/00031\">航天</a>板块反复活跃，<a href=\"https://laohu8.com/S/301005\">超捷股份</a>、<a href=\"https://laohu8.com/S/603601\">再升科技</a>、<a href=\"https://laohu8.com/S/600343\">航天动力</a>、<a href=\"https://laohu8.com/S/600855\">航天长峰</a>等涨停。</p><p>零售板块走弱，<a href=\"https://laohu8.com/S/600280\">中央商场</a>、<a href=\"https://laohu8.com/S/600828\">茂业商业</a>、<a href=\"https://laohu8.com/S/601933\">永辉超市</a>跌停，<a href=\"https://laohu8.com/S/601828\">美凯龙</a>、<a href=\"https://laohu8.com/S/601116\">三江购物</a>跌超7%，<a href=\"https://laohu8.com/S/000759\">中百集团</a>、<a href=\"https://laohu8.com/S/605188\">国光连锁</a>、<a href=\"https://laohu8.com/S/600778\">友好集团</a>、<a href=\"https://laohu8.com/S/002419\">天虹股份</a>跟跌。</p><p>免税板块跌幅靠前，中百集团跌超6%，<a href=\"https://laohu8.com/S/600697\">欧亚集团</a>、<a href=\"https://laohu8.com/S/002251\">步步高</a>、<a href=\"https://laohu8.com/S/000796\">凯撒旅业</a>跌超3%，<a href=\"https://laohu8.com/S/002277\">友阿股份</a>、<a href=\"https://laohu8.com/S/000785\">居然智家</a>、<a href=\"https://laohu8.com/S/600712\">南宁百货</a>、<a href=\"https://laohu8.com/S/000501\">武商集团</a>、<a href=\"https://laohu8.com/S/600185\">珠免集团</a>下跌。</p><p>海南板块调整，<a href=\"https://laohu8.com/S/000566\">海南海药</a>、<a href=\"https://laohu8.com/S/000886\">海南高速</a>、<a href=\"https://laohu8.com/S/000955\">欣龙控股</a>跌超4%，<a href=\"https://laohu8.com/S/000572\">海马汽车</a>、<a href=\"https://laohu8.com/S/300086\">康芝药业</a>、<a href=\"https://laohu8.com/S/000796\">凯撒旅业</a>跌超3%。</p><p>医药商业板块下跌，<a href=\"https://laohu8.com/S/000078\">海王生物</a>跌7.47%，<a href=\"https://laohu8.com/S/000950\">重药控股</a>、<a href=\"https://laohu8.com/S/603122\">合富中国</a>跌超4%，<a href=\"https://laohu8.com/S/600829\">人民同泰</a>、<a href=\"https://laohu8.com/S/301126\">达嘉维康</a>、<a href=\"https://laohu8.com/S/300937\">药易购</a>、<a href=\"https://laohu8.com/S/600713\">南京医药</a>、<a href=\"https://laohu8.com/S/301017\">漱玉平民</a>纷纷下跌。</p><p>房地产板块受挫，<a href=\"https://laohu8.com/S/002133\">广宇集团</a>、<a href=\"https://laohu8.com/S/603506\">南都物业</a>跌停，<a href=\"https://laohu8.com/S/600683\">京投发展</a>跌超8%，<a href=\"https://laohu8.com/S/000014\">沙河股份</a>、<a href=\"https://laohu8.com/S/002188\">中天服务</a>、<a href=\"https://laohu8.com/S/600684\">珠江股份</a>、<a href=\"https://laohu8.com/S/600791\">京能置业</a>、<a href=\"https://laohu8.com/S/600159\">大龙地产</a>下跌。</p><p>港口运输板块飘绿，<a href=\"https://laohu8.com/S/000905\">厦门港务</a>跌8.68%，国航远洋跌3.08%，<a href=\"https://laohu8.com/S/600179\">安通控股</a>、<a href=\"https://laohu8.com/S/603209\">兴通股份</a>、<a href=\"https://laohu8.com/S/002320\">海峡股份</a>跌超2%，<a href=\"https://laohu8.com/S/600751\">海航科技</a>、<a href=\"https://laohu8.com/S/601228\">广州港</a>、<a href=\"https://laohu8.com/S/603167\">渤海轮渡</a>跌超1%。</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>港股综述 | 恒指、科指均涨近2%！东方电气涨超13%，中国银河涨近7%</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; 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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港股综述 | 恒指、科指均涨近2%！东方电气涨超13%，中国银河涨近7%\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\">2025-12-12 16:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_3928800121\">港股行情</h3><p>港股三大指数齐涨，恒生指数涨1.75%，恒生科技指数涨1.87%，国企指数涨1.62%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1173c74e5b9cef18c76847dedb4dee5\" tg-width=\"919\" tg-height=\"143\"/></p><p>科网股多股上行，<a href=\"https://laohu8.com/S/00020\">商汤-W</a>涨4.74%，<a href=\"https://laohu8.com/S/09999\">网易-S</a>涨4.20%，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>涨2.41%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>涨2.32%，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>涨1.85%，<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>涨1.78%，<a href=\"https://laohu8.com/S/01024\">快手-W</a>涨1.05%，<a href=\"https://laohu8.com/S/03690\">美团-W</a>涨0.89%。</p><p>电力设备股拉升，<a href=\"https://laohu8.com/S/600875\">东方电气</a>涨超13%，<a href=\"https://laohu8.com/S/01133\">哈尔滨电气</a>涨超11%，<a href=\"https://laohu8.com/S/601727\">上海电气</a>涨近9%。</p><p>黄金股表现亮眼，<a href=\"https://laohu8.com/S/00815\">中国白银集团</a>涨超5%，<a href=\"https://laohu8.com/S/600547\">山东黄金</a>、<a href=\"https://laohu8.com/S/601899\">紫金矿业</a>、<a href=\"https://laohu8.com/S/02259\">紫金黄金国际</a>、<a href=\"https://laohu8.com/S/01818\">招金矿业</a>、<a href=\"https://laohu8.com/S/06693\">赤峰黄金</a>、<a href=\"https://laohu8.com/S/02099\">中国黄金国际</a>涨超3%。</p><p>互联网医疗股纷纷上行，<a href=\"https://laohu8.com/S/00241\">阿里健康</a>涨超4%，<a href=\"https://laohu8.com/S/06618\">京东健康</a>涨超3%，<a href=\"https://laohu8.com/S/09886\">叮当健康</a>、<a href=\"https://laohu8.com/S/06060\">众安在线</a>、<a href=\"https://laohu8.com/S/06086\">方舟健客</a>、<a href=\"https://laohu8.com/S/01833\">平安好医生</a>涨超2%。</p><p>证券及经纪股上扬，<a href=\"https://laohu8.com/S/06881\">中国银河</a>涨近7%，<a href=\"https://laohu8.com/S/601211\">国泰海通</a>涨超5%，<a href=\"https://laohu8.com/S/000776\">广发证券</a>涨超4%，<a href=\"https://laohu8.com/S/600958\">东方证券</a>涨超3%，<a href=\"https://laohu8.com/S/01788\">国泰君安国际</a>、<a href=\"https://laohu8.com/S/06066\">中信建投证券</a>涨超2%。</p><p>重型基建股表现亮眼，<a href=\"https://laohu8.com/S/01757\">俊裕地基</a>涨超25%，<a href=\"https://laohu8.com/S/03311\">中国建筑国际</a>涨超4%，<a href=\"https://laohu8.com/S/601390\">中国中铁</a>、<a href=\"https://laohu8.com/S/01800\">中国交通建设</a>涨超3%，<a href=\"https://laohu8.com/S/601186\">中国铁建</a>、<a href=\"https://laohu8.com/S/601618\">中国中冶</a>、<a href=\"https://laohu8.com/S/601068\">中铝国际</a>跟涨。</p><p>有色金属股纷纷上行，<a href=\"https://laohu8.com/S/01378\">中国宏桥</a>、<a href=\"https://laohu8.com/S/02600\">中国铝业</a>涨超4%，<a href=\"https://laohu8.com/S/00358\">江西铜业股份</a>、<a href=\"https://laohu8.com/S/01787\">山东黄金</a>、<a href=\"https://laohu8.com/S/02899\">紫金矿业</a>、招金矿业涨超3%。</p><p>个股方面： <a href=\"https://laohu8.com/S/00763\">中兴通讯</a>涨超4%，拟斥最多12亿元回购公司A股股份。</p><p><a href=\"https://laohu8.com/S/09999\">网易-S</a>尾盘涨超4%，《燕云十六声》海外持续出圈，游戏采用自研“弥赛亚引擎”。</p><p><a href=\"https://laohu8.com/S/09880\">优必选</a>涨超3%，近日斩获AI大模型公司超0.5亿人形<a href=\"https://laohu8.com/S/300024\">机器人</a>订单。</p><p><a href=\"https://laohu8.com/S/02665\">图达通 </a>涨超12%，公司为激光雷达头部企业，产品已拓展至机器人等领域。</p><h3 id=\"id_327907665\">A股行情</h3><p>A股市场探底回升，三大指数全线收红。截至收盘，沪指涨0.41%，深证成指涨0.84%，创业板指涨0.97%。</p><p>盘面上，可控核聚变板块掀涨停潮，<a href=\"https://laohu8.com/S/002639\">雪人集团</a>、<a href=\"https://laohu8.com/S/000969\">安泰科技</a>及<a href=\"https://laohu8.com/S/600875\">东方电气</a>等十余股涨停；国际金银价格齐涨，贵金属板块走强，<a href=\"https://laohu8.com/S/000506\">招金黄金</a>涨近8%；商业航天板块反复活跃，<a href=\"https://laohu8.com/S/301005\">超捷股份</a>等多股涨停；电源设备、海工装备、CPO概念、半导体板块涨幅居前。另一方面，零售、免税概念走低，<a href=\"https://laohu8.com/S/000759\">中百集团</a>跌逾6%；房地产板块走弱，<a href=\"https://laohu8.com/S/603506\">南都物业</a>跌停；铁路公路、海南、港口运输板块下跌。</p><p>具体来看：可控核聚变概念股领涨，天力复合30CM涨停，<a href=\"https://laohu8.com/S/300963\">中洲特材</a>20CM涨停，<a href=\"https://laohu8.com/S/688102\">斯瑞新材</a>涨超17%，<a href=\"https://laohu8.com/S/688719\">爱科赛博</a>涨超12%，<a href=\"https://laohu8.com/S/601399\">国机重装</a>、<a href=\"https://laohu8.com/S/002639\">雪人集团</a>、<a href=\"https://laohu8.com/S/600408\">安泰</a>科技等多股涨停。</p><p>国际金银价格齐涨，贵金属板块表现强势，<a href=\"https://laohu8.com/S/000506\">招金黄金</a>涨7.8%，<a href=\"https://laohu8.com/S/300139\">晓程科技</a>、<a href=\"https://laohu8.com/S/601069\">西部黄金</a>涨超6%，<a href=\"https://laohu8.com/S/600489\">中金黄金</a>、<a href=\"https://laohu8.com/S/001337\">四川黄金</a>、<a href=\"https://laohu8.com/S/000975\">山金国际</a>等跟涨。</p><p>电网设备概念持续走强，<a href=\"https://laohu8.com/S/300062\">中能电气</a>20CM涨停封板，<a href=\"https://laohu8.com/S/601179\">中国西电</a>、<a href=\"https://laohu8.com/S/600192\">长城电工</a>、<a href=\"https://laohu8.com/S/600550\">保变电气</a>等数只个股涨停。</p><p>商业<a href=\"https://laohu8.com/S/00031\">航天</a>板块反复活跃，<a href=\"https://laohu8.com/S/301005\">超捷股份</a>、<a href=\"https://laohu8.com/S/603601\">再升科技</a>、<a href=\"https://laohu8.com/S/600343\">航天动力</a>、<a href=\"https://laohu8.com/S/600855\">航天长峰</a>等涨停。</p><p>零售板块走弱，<a href=\"https://laohu8.com/S/600280\">中央商场</a>、<a href=\"https://laohu8.com/S/600828\">茂业商业</a>、<a href=\"https://laohu8.com/S/601933\">永辉超市</a>跌停，<a href=\"https://laohu8.com/S/601828\">美凯龙</a>、<a href=\"https://laohu8.com/S/601116\">三江购物</a>跌超7%，<a href=\"https://laohu8.com/S/000759\">中百集团</a>、<a href=\"https://laohu8.com/S/605188\">国光连锁</a>、<a href=\"https://laohu8.com/S/600778\">友好集团</a>、<a href=\"https://laohu8.com/S/002419\">天虹股份</a>跟跌。</p><p>免税板块跌幅靠前，中百集团跌超6%，<a href=\"https://laohu8.com/S/600697\">欧亚集团</a>、<a href=\"https://laohu8.com/S/002251\">步步高</a>、<a href=\"https://laohu8.com/S/000796\">凯撒旅业</a>跌超3%，<a href=\"https://laohu8.com/S/002277\">友阿股份</a>、<a href=\"https://laohu8.com/S/000785\">居然智家</a>、<a href=\"https://laohu8.com/S/600712\">南宁百货</a>、<a href=\"https://laohu8.com/S/000501\">武商集团</a>、<a href=\"https://laohu8.com/S/600185\">珠免集团</a>下跌。</p><p>海南板块调整，<a href=\"https://laohu8.com/S/000566\">海南海药</a>、<a href=\"https://laohu8.com/S/000886\">海南高速</a>、<a href=\"https://laohu8.com/S/000955\">欣龙控股</a>跌超4%，<a href=\"https://laohu8.com/S/000572\">海马汽车</a>、<a href=\"https://laohu8.com/S/300086\">康芝药业</a>、<a href=\"https://laohu8.com/S/000796\">凯撒旅业</a>跌超3%。</p><p>医药商业板块下跌，<a href=\"https://laohu8.com/S/000078\">海王生物</a>跌7.47%，<a href=\"https://laohu8.com/S/000950\">重药控股</a>、<a href=\"https://laohu8.com/S/603122\">合富中国</a>跌超4%，<a href=\"https://laohu8.com/S/600829\">人民同泰</a>、<a href=\"https://laohu8.com/S/301126\">达嘉维康</a>、<a href=\"https://laohu8.com/S/300937\">药易购</a>、<a href=\"https://laohu8.com/S/600713\">南京医药</a>、<a href=\"https://laohu8.com/S/301017\">漱玉平民</a>纷纷下跌。</p><p>房地产板块受挫，<a href=\"https://laohu8.com/S/002133\">广宇集团</a>、<a href=\"https://laohu8.com/S/603506\">南都物业</a>跌停，<a href=\"https://laohu8.com/S/600683\">京投发展</a>跌超8%，<a href=\"https://laohu8.com/S/000014\">沙河股份</a>、<a href=\"https://laohu8.com/S/002188\">中天服务</a>、<a href=\"https://laohu8.com/S/600684\">珠江股份</a>、<a href=\"https://laohu8.com/S/600791\">京能置业</a>、<a href=\"https://laohu8.com/S/600159\">大龙地产</a>下跌。</p><p>港口运输板块飘绿，<a href=\"https://laohu8.com/S/000905\">厦门港务</a>跌8.68%，国航远洋跌3.08%，<a href=\"https://laohu8.com/S/600179\">安通控股</a>、<a href=\"https://laohu8.com/S/603209\">兴通股份</a>、<a href=\"https://laohu8.com/S/002320\">海峡股份</a>跌超2%，<a href=\"https://laohu8.com/S/600751\">海航科技</a>、<a href=\"https://laohu8.com/S/601228\">广州港</a>、<a href=\"https://laohu8.com/S/603167\">渤海轮渡</a>跌超1%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"HSI":"恒生指数","06693":"赤峰黄金","06881":"中国银河","HSTECH":"恒生科技指数","02600":"中国铝业"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181137867","content_text":"港股行情港股三大指数齐涨，恒生指数涨1.75%，恒生科技指数涨1.87%，国企指数涨1.62%。科网股多股上行，商汤-W涨4.74%，网易-S涨4.20%，腾讯控股涨2.41%，阿里巴巴-W涨2.32%，小米集团-W涨1.85%，百度集团-SW涨1.78%，快手-W涨1.05%，美团-W涨0.89%。电力设备股拉升，东方电气涨超13%，哈尔滨电气涨超11%，上海电气涨近9%。黄金股表现亮眼，中国白银集团涨超5%，山东黄金、紫金矿业、紫金黄金国际、招金矿业、赤峰黄金、中国黄金国际涨超3%。互联网医疗股纷纷上行，阿里健康涨超4%，京东健康涨超3%，叮当健康、众安在线、方舟健客、平安好医生涨超2%。证券及经纪股上扬，中国银河涨近7%，国泰海通涨超5%，广发证券涨超4%，东方证券涨超3%，国泰君安国际、中信建投证券涨超2%。重型基建股表现亮眼，俊裕地基涨超25%，中国建筑国际涨超4%，中国中铁、中国交通建设涨超3%，中国铁建、中国中冶、中铝国际跟涨。有色金属股纷纷上行，中国宏桥、中国铝业涨超4%，江西铜业股份、山东黄金、紫金矿业、招金矿业涨超3%。个股方面： 中兴通讯涨超4%，拟斥最多12亿元回购公司A股股份。网易-S尾盘涨超4%，《燕云十六声》海外持续出圈，游戏采用自研“弥赛亚引擎”。优必选涨超3%，近日斩获AI大模型公司超0.5亿人形机器人订单。图达通 涨超12%，公司为激光雷达头部企业，产品已拓展至机器人等领域。A股行情A股市场探底回升，三大指数全线收红。截至收盘，沪指涨0.41%，深证成指涨0.84%，创业板指涨0.97%。盘面上，可控核聚变板块掀涨停潮，雪人集团、安泰科技及东方电气等十余股涨停；国际金银价格齐涨，贵金属板块走强，招金黄金涨近8%；商业航天板块反复活跃，超捷股份等多股涨停；电源设备、海工装备、CPO概念、半导体板块涨幅居前。另一方面，零售、免税概念走低，中百集团跌逾6%；房地产板块走弱，南都物业跌停；铁路公路、海南、港口运输板块下跌。具体来看：可控核聚变概念股领涨，天力复合30CM涨停，中洲特材20CM涨停，斯瑞新材涨超17%，爱科赛博涨超12%，国机重装、雪人集团、安泰科技等多股涨停。国际金银价格齐涨，贵金属板块表现强势，招金黄金涨7.8%，晓程科技、西部黄金涨超6%，中金黄金、四川黄金、山金国际等跟涨。电网设备概念持续走强，中能电气20CM涨停封板，中国西电、长城电工、保变电气等数只个股涨停。商业航天板块反复活跃，超捷股份、再升科技、航天动力、航天长峰等涨停。零售板块走弱，中央商场、茂业商业、永辉超市跌停，美凯龙、三江购物跌超7%，中百集团、国光连锁、友好集团、天虹股份跟跌。免税板块跌幅靠前，中百集团跌超6%，欧亚集团、步步高、凯撒旅业跌超3%，友阿股份、居然智家、南宁百货、武商集团、珠免集团下跌。海南板块调整，海南海药、海南高速、欣龙控股跌超4%，海马汽车、康芝药业、凯撒旅业跌超3%。医药商业板块下跌，海王生物跌7.47%，重药控股、合富中国跌超4%，人民同泰、达嘉维康、药易购、南京医药、漱玉平民纷纷下跌。房地产板块受挫，广宇集团、南都物业跌停，京投发展跌超8%，沙河股份、中天服务、珠江股份、京能置业、大龙地产下跌。港口运输板块飘绿，厦门港务跌8.68%，国航远洋跌3.08%，安通控股、兴通股份、海峡股份跌超2%，海航科技、广州港、渤海轮渡跌超1%。","news_type":1,"symbols_score_info":{"HSI":0.41,"06881":2,"06693":2,"02600":2,"HSTECH":2}},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":510073641350064,"gmtCreate":1765542635060,"gmtModify":1765542637360,"author":{"id":"4091320857230770","authorId":"4091320857230770","name":"文狸","avatar":"https://static.tigerbbs.com/5b43e4d217f58ae428704c949e9e98ce","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091320857230770","idStr":"4091320857230770"},"themes":[],"title":"","htmlText":"好好好","listText":"好好好","text":"好好好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/510073641350064","repostId":"1152111177","repostType":4,"repost":{"id":"1152111177","kind":"news","pubTimestamp":1765541043,"share":"https://www.laohu8.com/m/news/1152111177?lang=zh_CN&edition=full","pubTime":"2025-12-12 20:04","market":"us","language":"zh","title":"何小鹏“亮剑”马斯克，若失败，负责人将在金门大桥“裸跑”","url":"https://stock-news.laohu8.com/highlight/detail?id=1152111177","media":"华尔街见闻","summary":"放话与特斯拉一争高下。","content":"<html><head></head><body><p>作者 | 王小娟</p><p style=\"text-align: justify;\">今年还未过去，汽车行业就智能辅助驾驶的领先已经开始预约明年的“战火”了。</p><p style=\"text-align: justify;\">12月11日， <a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a> 董事长何小鹏在社交媒体上立下一则“赌约”：<strong>若到明年8月30日，小鹏VLA技术在国内达到特斯拉FSD V14.2在硅谷的整体水平，他将在硅谷筹建中国风味食堂；若失败，自动驾驶负责人Head Xianming（刘先明）将在金门大桥“裸跑”。</strong></p><p style=\"text-align: justify;\">何小鹏立下这个赌约，放话与特斯拉一争高下，也因为对 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> FSD系统长期的体验与观察。</p><p style=\"text-align: justify;\">近期在硅谷试驾最新的FSD V14.2版本和Robotaxi后，何小鹏表示，FSD已经从一年前L2高阶辅助驾驶的“丝滑体验”，进步到现在的“准L4的安心阶段”。</p><p style=\"text-align: justify;\">在约5小时的试驾中，他发现标准车辆和Robotaxi使用同一模型表现一致，虽然仍存在瑕疵，但已“大幅度超过去年的水准”。他对特斯拉自动驾驶技术的进步给予了肯定。</p><p style=\"text-align: justify;\">何小鹏认为，未来将是同一个自动驾驶系统和硬件体系的时代，人们可以直接享有L4能力的汽车。这一判断与小鹏汽车自身的技术路线选择密切相关。</p><p style=\"text-align: justify;\">在公开称赞特斯拉FSD的同时，何小鹏也不掩饰小鹏VLA与FSD当前存在的差距。他坦承：“小鹏VLA的第一个版本尚无法完全实现FSD V14.2的全部能力。” 但同时也透露，小鹏VLA 2.0将在下个季度发布。</p><p style=\"text-align: justify;\">对于追赶时间表，何小鹏在今年8月曾表示，当前智能辅助驾驶的第一梯队玩家“半斤八两”，有的依靠算力，算力不足的就通过算力加激光雷达的组合。但他预测，到2026年小鹏Robotaxi开始试运营时，小鹏Ultra车型所配置的与L4 Robotaxi同源的模型，将会“显著超越市场上其他智能辅助驾驶产品能力的数十倍甚至以上”。</p><p style=\"text-align: justify;\">在2025年的小鹏科技日上，小鹏的智驾又有了新的进度。当时，小鹏推出第二代VLA模型，与传统“视觉-语言-动作”架构不同，第二代VLA创新性地去掉了“语言转译”环节，首次实现从视觉信号到动作指令的端到端直接生成。</p><p style=\"text-align: justify;\">在这一技术的支持之下，小鹏的自动辅助驾驶可以应对各种复杂小路与园区场景。同时，小鹏还首发了“无导航自动辅助驾驶”Super LCC+人机共驾。这意味着，该功能在不依赖导航的情形下可全球范围开启。何小鹏介绍，2026年第一季度将面向小鹏Ultra车型全量推送第二代VLA。</p><p style=\"text-align: justify;\">何小鹏强调，小鹏在新一代VLA大模型上下重注，目标是让汽车在各种复杂场景下都能安全通行，包括大路、小路、高速户外甚至是北京的胡同。何小鹏认为，只有解决了这些场景的问题，才有可能实现真正的无人驾驶。</p><p style=\"text-align: justify;\">小鹏汽车在自动驾驶领域的重注基于对行业趋势的判断。何小鹏认为，未来十年内将看到L4级自动驾驶的更大规模应用。他指出，未来汽车将是“具身智能的汽车”，汽车产业和人形机器人产业将相辅相成、互相促进。</p><p style=\"text-align: justify;\">在硬件芯片方面，今年8月，何小鹏宣布从2025年三季度上市的小鹏G7和P7开始，旗下各车型的Ultra版本将全面升级智能硬件，搭载三颗自研图灵AI芯片，有效算力高达2250TOPS。</p><p style=\"text-align: justify;\">与此同时，在今年的科技日上，小鹏的Robotaxi也有了新的进展。何小鹏透露，小鹏将在2026年推出三款Robotaxi车型，并启动试运营。与特斯拉不同，小鹏将专注于Robotaxi产品研发，不涉及运营环节。当前，高德成为小鹏Robotaxi首个全球生态合作伙伴。</p><p style=\"text-align: justify;\">在研发投入方面，何小鹏预计，未来汽车公司的年研发投入将达500亿元，其中300亿元将用于AI领域。对于小鹏而言，每年投入数十亿元建设算力中心已成为常态。</p><p style=\"text-align: justify;\">这场赌局背后，是中国智能汽车企业在自动驾驶核心技术领域挑战全球领先者的缩影。随着第二代VLA的发布和Robotaxi项目有了新进展，小鹏汽车正在自动驾驶赛道上加速追赶。</p><p style=\"text-align: justify;\">从AEB能力提升，到VLA模型革新，小鹏试图通过全栈自研构建壁垒。但特斯拉的迭代速度提示，智驾的竞争不仅是算法之争，更是数据、算力与工程化能力的综合较量。</p><p style=\"text-align: justify;\">赌局终点，是中国风味食堂在金门大桥对岸的硅谷落地，还是自动驾驶负责人在金门大桥上的“裸跑”，就看是小鹏的智驾系统能否达到特斯拉的水平，成为名副其实的“中国特斯拉”。届时，小鹏或将迎来新一轮的被重估。</p></body></html>","source":"lsy1762389672944","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2025-12-12 20:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3761278><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | 王小娟今年还未过去，汽车行业就智能辅助驾驶的领先已经开始预约明年的“战火”了。12月11日， 小鹏汽车 董事长何小鹏在社交媒体上立下一则“赌约”：若到明年8月30日，小鹏VLA技术在国内达到特斯拉FSD V14.2在硅谷的整体水平，他将在硅谷筹建中国风味食堂；若失败，自动驾驶负责人Head Xianming（刘先明）将在金门大桥“裸跑”。何小鹏立下这个赌约，放话与特斯拉一争高下，也因为对...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3761278\">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/429cf9337e59567edb66a7535c469fb1","relate_stocks":{"XPEV":"小鹏汽车","TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3761278","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152111177","content_text":"作者 | 王小娟今年还未过去，汽车行业就智能辅助驾驶的领先已经开始预约明年的“战火”了。12月11日， 小鹏汽车 董事长何小鹏在社交媒体上立下一则“赌约”：若到明年8月30日，小鹏VLA技术在国内达到特斯拉FSD V14.2在硅谷的整体水平，他将在硅谷筹建中国风味食堂；若失败，自动驾驶负责人Head Xianming（刘先明）将在金门大桥“裸跑”。何小鹏立下这个赌约，放话与特斯拉一争高下，也因为对 特斯拉 FSD系统长期的体验与观察。近期在硅谷试驾最新的FSD V14.2版本和Robotaxi后，何小鹏表示，FSD已经从一年前L2高阶辅助驾驶的“丝滑体验”，进步到现在的“准L4的安心阶段”。在约5小时的试驾中，他发现标准车辆和Robotaxi使用同一模型表现一致，虽然仍存在瑕疵，但已“大幅度超过去年的水准”。他对特斯拉自动驾驶技术的进步给予了肯定。何小鹏认为，未来将是同一个自动驾驶系统和硬件体系的时代，人们可以直接享有L4能力的汽车。这一判断与小鹏汽车自身的技术路线选择密切相关。在公开称赞特斯拉FSD的同时，何小鹏也不掩饰小鹏VLA与FSD当前存在的差距。他坦承：“小鹏VLA的第一个版本尚无法完全实现FSD V14.2的全部能力。” 但同时也透露，小鹏VLA 2.0将在下个季度发布。对于追赶时间表，何小鹏在今年8月曾表示，当前智能辅助驾驶的第一梯队玩家“半斤八两”，有的依靠算力，算力不足的就通过算力加激光雷达的组合。但他预测，到2026年小鹏Robotaxi开始试运营时，小鹏Ultra车型所配置的与L4 Robotaxi同源的模型，将会“显著超越市场上其他智能辅助驾驶产品能力的数十倍甚至以上”。在2025年的小鹏科技日上，小鹏的智驾又有了新的进度。当时，小鹏推出第二代VLA模型，与传统“视觉-语言-动作”架构不同，第二代VLA创新性地去掉了“语言转译”环节，首次实现从视觉信号到动作指令的端到端直接生成。在这一技术的支持之下，小鹏的自动辅助驾驶可以应对各种复杂小路与园区场景。同时，小鹏还首发了“无导航自动辅助驾驶”Super LCC+人机共驾。这意味着，该功能在不依赖导航的情形下可全球范围开启。何小鹏介绍，2026年第一季度将面向小鹏Ultra车型全量推送第二代VLA。何小鹏强调，小鹏在新一代VLA大模型上下重注，目标是让汽车在各种复杂场景下都能安全通行，包括大路、小路、高速户外甚至是北京的胡同。何小鹏认为，只有解决了这些场景的问题，才有可能实现真正的无人驾驶。小鹏汽车在自动驾驶领域的重注基于对行业趋势的判断。何小鹏认为，未来十年内将看到L4级自动驾驶的更大规模应用。他指出，未来汽车将是“具身智能的汽车”，汽车产业和人形机器人产业将相辅相成、互相促进。在硬件芯片方面，今年8月，何小鹏宣布从2025年三季度上市的小鹏G7和P7开始，旗下各车型的Ultra版本将全面升级智能硬件，搭载三颗自研图灵AI芯片，有效算力高达2250TOPS。与此同时，在今年的科技日上，小鹏的Robotaxi也有了新的进展。何小鹏透露，小鹏将在2026年推出三款Robotaxi车型，并启动试运营。与特斯拉不同，小鹏将专注于Robotaxi产品研发，不涉及运营环节。当前，高德成为小鹏Robotaxi首个全球生态合作伙伴。在研发投入方面，何小鹏预计，未来汽车公司的年研发投入将达500亿元，其中300亿元将用于AI领域。对于小鹏而言，每年投入数十亿元建设算力中心已成为常态。这场赌局背后，是中国智能汽车企业在自动驾驶核心技术领域挑战全球领先者的缩影。随着第二代VLA的发布和Robotaxi项目有了新进展，小鹏汽车正在自动驾驶赛道上加速追赶。从AEB能力提升，到VLA模型革新，小鹏试图通过全栈自研构建壁垒。但特斯拉的迭代速度提示，智驾的竞争不仅是算法之争，更是数据、算力与工程化能力的综合较量。赌局终点，是中国风味食堂在金门大桥对岸的硅谷落地，还是自动驾驶负责人在金门大桥上的“裸跑”，就看是小鹏的智驾系统能否达到特斯拉的水平，成为名副其实的“中国特斯拉”。届时，小鹏或将迎来新一轮的被重估。","news_type":1,"symbols_score_info":{"XPEV":2,"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":510073946443984,"gmtCreate":1765542622813,"gmtModify":1765542624611,"author":{"id":"4091320857230770","authorId":"4091320857230770","name":"文狸","avatar":"https://static.tigerbbs.com/5b43e4d217f58ae428704c949e9e98ce","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091320857230770","idStr":"4091320857230770"},"themes":[],"title":"","htmlText":"111","listText":"111","text":"111","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/510073946443984","repostId":"1181137867","repostType":4,"repost":{"id":"1181137867","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":1765528954,"share":"https://www.laohu8.com/m/news/1181137867?lang=zh_CN&edition=full","pubTime":"2025-12-12 16:42","market":"hk","language":"zh","title":"港股综述 | 恒指、科指均涨近2%！东方电气涨超13%，中国银河涨近7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1181137867","media":"老虎资讯综合","summary":"港股行情港股三大指数齐涨，恒生指数涨1.75%，恒生科技指数涨1.87%，国企指数涨1.62%。电力设备股拉升，$东方电气$涨超13%，$哈尔滨电气$涨超11%，$上海电气$涨近9%。$图达通 $涨超12%，公司为激光雷达头部企业，产品已拓展至机器人等领域。截至收盘，沪指涨0.41%，深证成指涨0.84%，创业板指涨0.97%。","content":"<html><head></head><body><h3 id=\"id_3928800121\">港股行情</h3><p>港股三大指数齐涨，恒生指数涨1.75%，恒生科技指数涨1.87%，国企指数涨1.62%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1173c74e5b9cef18c76847dedb4dee5\" tg-width=\"919\" tg-height=\"143\"/></p><p>科网股多股上行，<a href=\"https://laohu8.com/S/00020\">商汤-W</a>涨4.74%，<a href=\"https://laohu8.com/S/09999\">网易-S</a>涨4.20%，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>涨2.41%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>涨2.32%，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>涨1.85%，<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>涨1.78%，<a href=\"https://laohu8.com/S/01024\">快手-W</a>涨1.05%，<a href=\"https://laohu8.com/S/03690\">美团-W</a>涨0.89%。</p><p>电力设备股拉升，<a href=\"https://laohu8.com/S/600875\">东方电气</a>涨超13%，<a href=\"https://laohu8.com/S/01133\">哈尔滨电气</a>涨超11%，<a href=\"https://laohu8.com/S/601727\">上海电气</a>涨近9%。</p><p>黄金股表现亮眼，<a href=\"https://laohu8.com/S/00815\">中国白银集团</a>涨超5%，<a href=\"https://laohu8.com/S/600547\">山东黄金</a>、<a href=\"https://laohu8.com/S/601899\">紫金矿业</a>、<a href=\"https://laohu8.com/S/02259\">紫金黄金国际</a>、<a href=\"https://laohu8.com/S/01818\">招金矿业</a>、<a href=\"https://laohu8.com/S/06693\">赤峰黄金</a>、<a href=\"https://laohu8.com/S/02099\">中国黄金国际</a>涨超3%。</p><p>互联网医疗股纷纷上行，<a href=\"https://laohu8.com/S/00241\">阿里健康</a>涨超4%，<a href=\"https://laohu8.com/S/06618\">京东健康</a>涨超3%，<a href=\"https://laohu8.com/S/09886\">叮当健康</a>、<a href=\"https://laohu8.com/S/06060\">众安在线</a>、<a href=\"https://laohu8.com/S/06086\">方舟健客</a>、<a href=\"https://laohu8.com/S/01833\">平安好医生</a>涨超2%。</p><p>证券及经纪股上扬，<a href=\"https://laohu8.com/S/06881\">中国银河</a>涨近7%，<a href=\"https://laohu8.com/S/601211\">国泰海通</a>涨超5%，<a href=\"https://laohu8.com/S/000776\">广发证券</a>涨超4%，<a href=\"https://laohu8.com/S/600958\">东方证券</a>涨超3%，<a href=\"https://laohu8.com/S/01788\">国泰君安国际</a>、<a href=\"https://laohu8.com/S/06066\">中信建投证券</a>涨超2%。</p><p>重型基建股表现亮眼，<a href=\"https://laohu8.com/S/01757\">俊裕地基</a>涨超25%，<a href=\"https://laohu8.com/S/03311\">中国建筑国际</a>涨超4%，<a href=\"https://laohu8.com/S/601390\">中国中铁</a>、<a href=\"https://laohu8.com/S/01800\">中国交通建设</a>涨超3%，<a href=\"https://laohu8.com/S/601186\">中国铁建</a>、<a href=\"https://laohu8.com/S/601618\">中国中冶</a>、<a href=\"https://laohu8.com/S/601068\">中铝国际</a>跟涨。</p><p>有色金属股纷纷上行，<a href=\"https://laohu8.com/S/01378\">中国宏桥</a>、<a href=\"https://laohu8.com/S/02600\">中国铝业</a>涨超4%，<a href=\"https://laohu8.com/S/00358\">江西铜业股份</a>、<a href=\"https://laohu8.com/S/01787\">山东黄金</a>、<a href=\"https://laohu8.com/S/02899\">紫金矿业</a>、招金矿业涨超3%。</p><p>个股方面： <a href=\"https://laohu8.com/S/00763\">中兴通讯</a>涨超4%，拟斥最多12亿元回购公司A股股份。</p><p><a href=\"https://laohu8.com/S/09999\">网易-S</a>尾盘涨超4%，《燕云十六声》海外持续出圈，游戏采用自研“弥赛亚引擎”。</p><p><a href=\"https://laohu8.com/S/09880\">优必选</a>涨超3%，近日斩获AI大模型公司超0.5亿人形<a href=\"https://laohu8.com/S/300024\">机器人</a>订单。</p><p><a href=\"https://laohu8.com/S/02665\">图达通 </a>涨超12%，公司为激光雷达头部企业，产品已拓展至机器人等领域。</p><h3 id=\"id_327907665\">A股行情</h3><p>A股市场探底回升，三大指数全线收红。截至收盘，沪指涨0.41%，深证成指涨0.84%，创业板指涨0.97%。</p><p>盘面上，可控核聚变板块掀涨停潮，<a href=\"https://laohu8.com/S/002639\">雪人集团</a>、<a href=\"https://laohu8.com/S/000969\">安泰科技</a>及<a href=\"https://laohu8.com/S/600875\">东方电气</a>等十余股涨停；国际金银价格齐涨，贵金属板块走强，<a href=\"https://laohu8.com/S/000506\">招金黄金</a>涨近8%；商业航天板块反复活跃，<a href=\"https://laohu8.com/S/301005\">超捷股份</a>等多股涨停；电源设备、海工装备、CPO概念、半导体板块涨幅居前。另一方面，零售、免税概念走低，<a href=\"https://laohu8.com/S/000759\">中百集团</a>跌逾6%；房地产板块走弱，<a href=\"https://laohu8.com/S/603506\">南都物业</a>跌停；铁路公路、海南、港口运输板块下跌。</p><p>具体来看：可控核聚变概念股领涨，天力复合30CM涨停，<a href=\"https://laohu8.com/S/300963\">中洲特材</a>20CM涨停，<a href=\"https://laohu8.com/S/688102\">斯瑞新材</a>涨超17%，<a href=\"https://laohu8.com/S/688719\">爱科赛博</a>涨超12%，<a href=\"https://laohu8.com/S/601399\">国机重装</a>、<a href=\"https://laohu8.com/S/002639\">雪人集团</a>、<a href=\"https://laohu8.com/S/600408\">安泰</a>科技等多股涨停。</p><p>国际金银价格齐涨，贵金属板块表现强势，<a href=\"https://laohu8.com/S/000506\">招金黄金</a>涨7.8%，<a href=\"https://laohu8.com/S/300139\">晓程科技</a>、<a href=\"https://laohu8.com/S/601069\">西部黄金</a>涨超6%，<a href=\"https://laohu8.com/S/600489\">中金黄金</a>、<a href=\"https://laohu8.com/S/001337\">四川黄金</a>、<a href=\"https://laohu8.com/S/000975\">山金国际</a>等跟涨。</p><p>电网设备概念持续走强，<a href=\"https://laohu8.com/S/300062\">中能电气</a>20CM涨停封板，<a href=\"https://laohu8.com/S/601179\">中国西电</a>、<a href=\"https://laohu8.com/S/600192\">长城电工</a>、<a href=\"https://laohu8.com/S/600550\">保变电气</a>等数只个股涨停。</p><p>商业<a href=\"https://laohu8.com/S/00031\">航天</a>板块反复活跃，<a href=\"https://laohu8.com/S/301005\">超捷股份</a>、<a href=\"https://laohu8.com/S/603601\">再升科技</a>、<a href=\"https://laohu8.com/S/600343\">航天动力</a>、<a href=\"https://laohu8.com/S/600855\">航天长峰</a>等涨停。</p><p>零售板块走弱，<a href=\"https://laohu8.com/S/600280\">中央商场</a>、<a href=\"https://laohu8.com/S/600828\">茂业商业</a>、<a href=\"https://laohu8.com/S/601933\">永辉超市</a>跌停，<a href=\"https://laohu8.com/S/601828\">美凯龙</a>、<a href=\"https://laohu8.com/S/601116\">三江购物</a>跌超7%，<a href=\"https://laohu8.com/S/000759\">中百集团</a>、<a href=\"https://laohu8.com/S/605188\">国光连锁</a>、<a href=\"https://laohu8.com/S/600778\">友好集团</a>、<a href=\"https://laohu8.com/S/002419\">天虹股份</a>跟跌。</p><p>免税板块跌幅靠前，中百集团跌超6%，<a href=\"https://laohu8.com/S/600697\">欧亚集团</a>、<a href=\"https://laohu8.com/S/002251\">步步高</a>、<a href=\"https://laohu8.com/S/000796\">凯撒旅业</a>跌超3%，<a href=\"https://laohu8.com/S/002277\">友阿股份</a>、<a href=\"https://laohu8.com/S/000785\">居然智家</a>、<a href=\"https://laohu8.com/S/600712\">南宁百货</a>、<a href=\"https://laohu8.com/S/000501\">武商集团</a>、<a href=\"https://laohu8.com/S/600185\">珠免集团</a>下跌。</p><p>海南板块调整，<a href=\"https://laohu8.com/S/000566\">海南海药</a>、<a href=\"https://laohu8.com/S/000886\">海南高速</a>、<a href=\"https://laohu8.com/S/000955\">欣龙控股</a>跌超4%，<a href=\"https://laohu8.com/S/000572\">海马汽车</a>、<a href=\"https://laohu8.com/S/300086\">康芝药业</a>、<a href=\"https://laohu8.com/S/000796\">凯撒旅业</a>跌超3%。</p><p>医药商业板块下跌，<a href=\"https://laohu8.com/S/000078\">海王生物</a>跌7.47%，<a href=\"https://laohu8.com/S/000950\">重药控股</a>、<a href=\"https://laohu8.com/S/603122\">合富中国</a>跌超4%，<a href=\"https://laohu8.com/S/600829\">人民同泰</a>、<a href=\"https://laohu8.com/S/301126\">达嘉维康</a>、<a href=\"https://laohu8.com/S/300937\">药易购</a>、<a href=\"https://laohu8.com/S/600713\">南京医药</a>、<a href=\"https://laohu8.com/S/301017\">漱玉平民</a>纷纷下跌。</p><p>房地产板块受挫，<a href=\"https://laohu8.com/S/002133\">广宇集团</a>、<a href=\"https://laohu8.com/S/603506\">南都物业</a>跌停，<a href=\"https://laohu8.com/S/600683\">京投发展</a>跌超8%，<a href=\"https://laohu8.com/S/000014\">沙河股份</a>、<a href=\"https://laohu8.com/S/002188\">中天服务</a>、<a href=\"https://laohu8.com/S/600684\">珠江股份</a>、<a href=\"https://laohu8.com/S/600791\">京能置业</a>、<a href=\"https://laohu8.com/S/600159\">大龙地产</a>下跌。</p><p>港口运输板块飘绿，<a href=\"https://laohu8.com/S/000905\">厦门港务</a>跌8.68%，国航远洋跌3.08%，<a href=\"https://laohu8.com/S/600179\">安通控股</a>、<a href=\"https://laohu8.com/S/603209\">兴通股份</a>、<a href=\"https://laohu8.com/S/002320\">海峡股份</a>跌超2%，<a href=\"https://laohu8.com/S/600751\">海航科技</a>、<a href=\"https://laohu8.com/S/601228\">广州港</a>、<a href=\"https://laohu8.com/S/603167\">渤海轮渡</a>跌超1%。</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>港股综述 | 恒指、科指均涨近2%！东方电气涨超13%，中国银河涨近7%</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; 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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港股综述 | 恒指、科指均涨近2%！东方电气涨超13%，中国银河涨近7%\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\">2025-12-12 16:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_3928800121\">港股行情</h3><p>港股三大指数齐涨，恒生指数涨1.75%，恒生科技指数涨1.87%，国企指数涨1.62%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1173c74e5b9cef18c76847dedb4dee5\" tg-width=\"919\" tg-height=\"143\"/></p><p>科网股多股上行，<a href=\"https://laohu8.com/S/00020\">商汤-W</a>涨4.74%，<a href=\"https://laohu8.com/S/09999\">网易-S</a>涨4.20%，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>涨2.41%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>涨2.32%，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>涨1.85%，<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>涨1.78%，<a href=\"https://laohu8.com/S/01024\">快手-W</a>涨1.05%，<a href=\"https://laohu8.com/S/03690\">美团-W</a>涨0.89%。</p><p>电力设备股拉升，<a href=\"https://laohu8.com/S/600875\">东方电气</a>涨超13%，<a href=\"https://laohu8.com/S/01133\">哈尔滨电气</a>涨超11%，<a href=\"https://laohu8.com/S/601727\">上海电气</a>涨近9%。</p><p>黄金股表现亮眼，<a href=\"https://laohu8.com/S/00815\">中国白银集团</a>涨超5%，<a href=\"https://laohu8.com/S/600547\">山东黄金</a>、<a href=\"https://laohu8.com/S/601899\">紫金矿业</a>、<a href=\"https://laohu8.com/S/02259\">紫金黄金国际</a>、<a href=\"https://laohu8.com/S/01818\">招金矿业</a>、<a href=\"https://laohu8.com/S/06693\">赤峰黄金</a>、<a href=\"https://laohu8.com/S/02099\">中国黄金国际</a>涨超3%。</p><p>互联网医疗股纷纷上行，<a href=\"https://laohu8.com/S/00241\">阿里健康</a>涨超4%，<a href=\"https://laohu8.com/S/06618\">京东健康</a>涨超3%，<a href=\"https://laohu8.com/S/09886\">叮当健康</a>、<a href=\"https://laohu8.com/S/06060\">众安在线</a>、<a href=\"https://laohu8.com/S/06086\">方舟健客</a>、<a href=\"https://laohu8.com/S/01833\">平安好医生</a>涨超2%。</p><p>证券及经纪股上扬，<a href=\"https://laohu8.com/S/06881\">中国银河</a>涨近7%，<a href=\"https://laohu8.com/S/601211\">国泰海通</a>涨超5%，<a href=\"https://laohu8.com/S/000776\">广发证券</a>涨超4%，<a href=\"https://laohu8.com/S/600958\">东方证券</a>涨超3%，<a href=\"https://laohu8.com/S/01788\">国泰君安国际</a>、<a href=\"https://laohu8.com/S/06066\">中信建投证券</a>涨超2%。</p><p>重型基建股表现亮眼，<a href=\"https://laohu8.com/S/01757\">俊裕地基</a>涨超25%，<a href=\"https://laohu8.com/S/03311\">中国建筑国际</a>涨超4%，<a href=\"https://laohu8.com/S/601390\">中国中铁</a>、<a href=\"https://laohu8.com/S/01800\">中国交通建设</a>涨超3%，<a href=\"https://laohu8.com/S/601186\">中国铁建</a>、<a href=\"https://laohu8.com/S/601618\">中国中冶</a>、<a href=\"https://laohu8.com/S/601068\">中铝国际</a>跟涨。</p><p>有色金属股纷纷上行，<a href=\"https://laohu8.com/S/01378\">中国宏桥</a>、<a href=\"https://laohu8.com/S/02600\">中国铝业</a>涨超4%，<a href=\"https://laohu8.com/S/00358\">江西铜业股份</a>、<a href=\"https://laohu8.com/S/01787\">山东黄金</a>、<a href=\"https://laohu8.com/S/02899\">紫金矿业</a>、招金矿业涨超3%。</p><p>个股方面： <a href=\"https://laohu8.com/S/00763\">中兴通讯</a>涨超4%，拟斥最多12亿元回购公司A股股份。</p><p><a href=\"https://laohu8.com/S/09999\">网易-S</a>尾盘涨超4%，《燕云十六声》海外持续出圈，游戏采用自研“弥赛亚引擎”。</p><p><a href=\"https://laohu8.com/S/09880\">优必选</a>涨超3%，近日斩获AI大模型公司超0.5亿人形<a href=\"https://laohu8.com/S/300024\">机器人</a>订单。</p><p><a href=\"https://laohu8.com/S/02665\">图达通 </a>涨超12%，公司为激光雷达头部企业，产品已拓展至机器人等领域。</p><h3 id=\"id_327907665\">A股行情</h3><p>A股市场探底回升，三大指数全线收红。截至收盘，沪指涨0.41%，深证成指涨0.84%，创业板指涨0.97%。</p><p>盘面上，可控核聚变板块掀涨停潮，<a href=\"https://laohu8.com/S/002639\">雪人集团</a>、<a href=\"https://laohu8.com/S/000969\">安泰科技</a>及<a href=\"https://laohu8.com/S/600875\">东方电气</a>等十余股涨停；国际金银价格齐涨，贵金属板块走强，<a href=\"https://laohu8.com/S/000506\">招金黄金</a>涨近8%；商业航天板块反复活跃，<a href=\"https://laohu8.com/S/301005\">超捷股份</a>等多股涨停；电源设备、海工装备、CPO概念、半导体板块涨幅居前。另一方面，零售、免税概念走低，<a href=\"https://laohu8.com/S/000759\">中百集团</a>跌逾6%；房地产板块走弱，<a href=\"https://laohu8.com/S/603506\">南都物业</a>跌停；铁路公路、海南、港口运输板块下跌。</p><p>具体来看：可控核聚变概念股领涨，天力复合30CM涨停，<a href=\"https://laohu8.com/S/300963\">中洲特材</a>20CM涨停，<a href=\"https://laohu8.com/S/688102\">斯瑞新材</a>涨超17%，<a href=\"https://laohu8.com/S/688719\">爱科赛博</a>涨超12%，<a href=\"https://laohu8.com/S/601399\">国机重装</a>、<a href=\"https://laohu8.com/S/002639\">雪人集团</a>、<a href=\"https://laohu8.com/S/600408\">安泰</a>科技等多股涨停。</p><p>国际金银价格齐涨，贵金属板块表现强势，<a href=\"https://laohu8.com/S/000506\">招金黄金</a>涨7.8%，<a href=\"https://laohu8.com/S/300139\">晓程科技</a>、<a href=\"https://laohu8.com/S/601069\">西部黄金</a>涨超6%，<a href=\"https://laohu8.com/S/600489\">中金黄金</a>、<a href=\"https://laohu8.com/S/001337\">四川黄金</a>、<a href=\"https://laohu8.com/S/000975\">山金国际</a>等跟涨。</p><p>电网设备概念持续走强，<a href=\"https://laohu8.com/S/300062\">中能电气</a>20CM涨停封板，<a href=\"https://laohu8.com/S/601179\">中国西电</a>、<a href=\"https://laohu8.com/S/600192\">长城电工</a>、<a href=\"https://laohu8.com/S/600550\">保变电气</a>等数只个股涨停。</p><p>商业<a href=\"https://laohu8.com/S/00031\">航天</a>板块反复活跃，<a href=\"https://laohu8.com/S/301005\">超捷股份</a>、<a href=\"https://laohu8.com/S/603601\">再升科技</a>、<a href=\"https://laohu8.com/S/600343\">航天动力</a>、<a href=\"https://laohu8.com/S/600855\">航天长峰</a>等涨停。</p><p>零售板块走弱，<a href=\"https://laohu8.com/S/600280\">中央商场</a>、<a href=\"https://laohu8.com/S/600828\">茂业商业</a>、<a href=\"https://laohu8.com/S/601933\">永辉超市</a>跌停，<a href=\"https://laohu8.com/S/601828\">美凯龙</a>、<a href=\"https://laohu8.com/S/601116\">三江购物</a>跌超7%，<a href=\"https://laohu8.com/S/000759\">中百集团</a>、<a href=\"https://laohu8.com/S/605188\">国光连锁</a>、<a href=\"https://laohu8.com/S/600778\">友好集团</a>、<a href=\"https://laohu8.com/S/002419\">天虹股份</a>跟跌。</p><p>免税板块跌幅靠前，中百集团跌超6%，<a href=\"https://laohu8.com/S/600697\">欧亚集团</a>、<a href=\"https://laohu8.com/S/002251\">步步高</a>、<a href=\"https://laohu8.com/S/000796\">凯撒旅业</a>跌超3%，<a href=\"https://laohu8.com/S/002277\">友阿股份</a>、<a href=\"https://laohu8.com/S/000785\">居然智家</a>、<a href=\"https://laohu8.com/S/600712\">南宁百货</a>、<a href=\"https://laohu8.com/S/000501\">武商集团</a>、<a href=\"https://laohu8.com/S/600185\">珠免集团</a>下跌。</p><p>海南板块调整，<a href=\"https://laohu8.com/S/000566\">海南海药</a>、<a href=\"https://laohu8.com/S/000886\">海南高速</a>、<a href=\"https://laohu8.com/S/000955\">欣龙控股</a>跌超4%，<a href=\"https://laohu8.com/S/000572\">海马汽车</a>、<a href=\"https://laohu8.com/S/300086\">康芝药业</a>、<a href=\"https://laohu8.com/S/000796\">凯撒旅业</a>跌超3%。</p><p>医药商业板块下跌，<a href=\"https://laohu8.com/S/000078\">海王生物</a>跌7.47%，<a href=\"https://laohu8.com/S/000950\">重药控股</a>、<a href=\"https://laohu8.com/S/603122\">合富中国</a>跌超4%，<a href=\"https://laohu8.com/S/600829\">人民同泰</a>、<a href=\"https://laohu8.com/S/301126\">达嘉维康</a>、<a href=\"https://laohu8.com/S/300937\">药易购</a>、<a href=\"https://laohu8.com/S/600713\">南京医药</a>、<a href=\"https://laohu8.com/S/301017\">漱玉平民</a>纷纷下跌。</p><p>房地产板块受挫，<a href=\"https://laohu8.com/S/002133\">广宇集团</a>、<a href=\"https://laohu8.com/S/603506\">南都物业</a>跌停，<a href=\"https://laohu8.com/S/600683\">京投发展</a>跌超8%，<a href=\"https://laohu8.com/S/000014\">沙河股份</a>、<a href=\"https://laohu8.com/S/002188\">中天服务</a>、<a href=\"https://laohu8.com/S/600684\">珠江股份</a>、<a href=\"https://laohu8.com/S/600791\">京能置业</a>、<a href=\"https://laohu8.com/S/600159\">大龙地产</a>下跌。</p><p>港口运输板块飘绿，<a href=\"https://laohu8.com/S/000905\">厦门港务</a>跌8.68%，国航远洋跌3.08%，<a href=\"https://laohu8.com/S/600179\">安通控股</a>、<a href=\"https://laohu8.com/S/603209\">兴通股份</a>、<a href=\"https://laohu8.com/S/002320\">海峡股份</a>跌超2%，<a href=\"https://laohu8.com/S/600751\">海航科技</a>、<a href=\"https://laohu8.com/S/601228\">广州港</a>、<a href=\"https://laohu8.com/S/603167\">渤海轮渡</a>跌超1%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"HSI":"恒生指数","06693":"赤峰黄金","06881":"中国银河","HSTECH":"恒生科技指数","02600":"中国铝业"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181137867","content_text":"港股行情港股三大指数齐涨，恒生指数涨1.75%，恒生科技指数涨1.87%，国企指数涨1.62%。科网股多股上行，商汤-W涨4.74%，网易-S涨4.20%，腾讯控股涨2.41%，阿里巴巴-W涨2.32%，小米集团-W涨1.85%，百度集团-SW涨1.78%，快手-W涨1.05%，美团-W涨0.89%。电力设备股拉升，东方电气涨超13%，哈尔滨电气涨超11%，上海电气涨近9%。黄金股表现亮眼，中国白银集团涨超5%，山东黄金、紫金矿业、紫金黄金国际、招金矿业、赤峰黄金、中国黄金国际涨超3%。互联网医疗股纷纷上行，阿里健康涨超4%，京东健康涨超3%，叮当健康、众安在线、方舟健客、平安好医生涨超2%。证券及经纪股上扬，中国银河涨近7%，国泰海通涨超5%，广发证券涨超4%，东方证券涨超3%，国泰君安国际、中信建投证券涨超2%。重型基建股表现亮眼，俊裕地基涨超25%，中国建筑国际涨超4%，中国中铁、中国交通建设涨超3%，中国铁建、中国中冶、中铝国际跟涨。有色金属股纷纷上行，中国宏桥、中国铝业涨超4%，江西铜业股份、山东黄金、紫金矿业、招金矿业涨超3%。个股方面： 中兴通讯涨超4%，拟斥最多12亿元回购公司A股股份。网易-S尾盘涨超4%，《燕云十六声》海外持续出圈，游戏采用自研“弥赛亚引擎”。优必选涨超3%，近日斩获AI大模型公司超0.5亿人形机器人订单。图达通 涨超12%，公司为激光雷达头部企业，产品已拓展至机器人等领域。A股行情A股市场探底回升，三大指数全线收红。截至收盘，沪指涨0.41%，深证成指涨0.84%，创业板指涨0.97%。盘面上，可控核聚变板块掀涨停潮，雪人集团、安泰科技及东方电气等十余股涨停；国际金银价格齐涨，贵金属板块走强，招金黄金涨近8%；商业航天板块反复活跃，超捷股份等多股涨停；电源设备、海工装备、CPO概念、半导体板块涨幅居前。另一方面，零售、免税概念走低，中百集团跌逾6%；房地产板块走弱，南都物业跌停；铁路公路、海南、港口运输板块下跌。具体来看：可控核聚变概念股领涨，天力复合30CM涨停，中洲特材20CM涨停，斯瑞新材涨超17%，爱科赛博涨超12%，国机重装、雪人集团、安泰科技等多股涨停。国际金银价格齐涨，贵金属板块表现强势，招金黄金涨7.8%，晓程科技、西部黄金涨超6%，中金黄金、四川黄金、山金国际等跟涨。电网设备概念持续走强，中能电气20CM涨停封板，中国西电、长城电工、保变电气等数只个股涨停。商业航天板块反复活跃，超捷股份、再升科技、航天动力、航天长峰等涨停。零售板块走弱，中央商场、茂业商业、永辉超市跌停，美凯龙、三江购物跌超7%，中百集团、国光连锁、友好集团、天虹股份跟跌。免税板块跌幅靠前，中百集团跌超6%，欧亚集团、步步高、凯撒旅业跌超3%，友阿股份、居然智家、南宁百货、武商集团、珠免集团下跌。海南板块调整，海南海药、海南高速、欣龙控股跌超4%，海马汽车、康芝药业、凯撒旅业跌超3%。医药商业板块下跌，海王生物跌7.47%，重药控股、合富中国跌超4%，人民同泰、达嘉维康、药易购、南京医药、漱玉平民纷纷下跌。房地产板块受挫，广宇集团、南都物业跌停，京投发展跌超8%，沙河股份、中天服务、珠江股份、京能置业、大龙地产下跌。港口运输板块飘绿，厦门港务跌8.68%，国航远洋跌3.08%，安通控股、兴通股份、海峡股份跌超2%，海航科技、广州港、渤海轮渡跌超1%。","news_type":1,"symbols_score_info":{"HSI":0.41,"06881":2,"06693":2,"02600":2,"HSTECH":2}},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":510073583928200,"gmtCreate":1765542619250,"gmtModify":1765542621098,"author":{"id":"4091320857230770","authorId":"4091320857230770","name":"文狸","avatar":"https://static.tigerbbs.com/5b43e4d217f58ae428704c949e9e98ce","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091320857230770","idStr":"4091320857230770"},"themes":[],"title":"","htmlText":"111","listText":"111","text":"111","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/510073583928200","repostId":"1152111177","repostType":4,"repost":{"id":"1152111177","kind":"news","pubTimestamp":1765541043,"share":"https://www.laohu8.com/m/news/1152111177?lang=zh_CN&edition=full","pubTime":"2025-12-12 20:04","market":"us","language":"zh","title":"何小鹏“亮剑”马斯克，若失败，负责人将在金门大桥“裸跑”","url":"https://stock-news.laohu8.com/highlight/detail?id=1152111177","media":"华尔街见闻","summary":"放话与特斯拉一争高下。","content":"<html><head></head><body><p>作者 | 王小娟</p><p style=\"text-align: justify;\">今年还未过去，汽车行业就智能辅助驾驶的领先已经开始预约明年的“战火”了。</p><p style=\"text-align: justify;\">12月11日， <a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a> 董事长何小鹏在社交媒体上立下一则“赌约”：<strong>若到明年8月30日，小鹏VLA技术在国内达到特斯拉FSD V14.2在硅谷的整体水平，他将在硅谷筹建中国风味食堂；若失败，自动驾驶负责人Head Xianming（刘先明）将在金门大桥“裸跑”。</strong></p><p style=\"text-align: justify;\">何小鹏立下这个赌约，放话与特斯拉一争高下，也因为对 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> FSD系统长期的体验与观察。</p><p style=\"text-align: justify;\">近期在硅谷试驾最新的FSD V14.2版本和Robotaxi后，何小鹏表示，FSD已经从一年前L2高阶辅助驾驶的“丝滑体验”，进步到现在的“准L4的安心阶段”。</p><p style=\"text-align: justify;\">在约5小时的试驾中，他发现标准车辆和Robotaxi使用同一模型表现一致，虽然仍存在瑕疵，但已“大幅度超过去年的水准”。他对特斯拉自动驾驶技术的进步给予了肯定。</p><p style=\"text-align: justify;\">何小鹏认为，未来将是同一个自动驾驶系统和硬件体系的时代，人们可以直接享有L4能力的汽车。这一判断与小鹏汽车自身的技术路线选择密切相关。</p><p style=\"text-align: justify;\">在公开称赞特斯拉FSD的同时，何小鹏也不掩饰小鹏VLA与FSD当前存在的差距。他坦承：“小鹏VLA的第一个版本尚无法完全实现FSD V14.2的全部能力。” 但同时也透露，小鹏VLA 2.0将在下个季度发布。</p><p style=\"text-align: justify;\">对于追赶时间表，何小鹏在今年8月曾表示，当前智能辅助驾驶的第一梯队玩家“半斤八两”，有的依靠算力，算力不足的就通过算力加激光雷达的组合。但他预测，到2026年小鹏Robotaxi开始试运营时，小鹏Ultra车型所配置的与L4 Robotaxi同源的模型，将会“显著超越市场上其他智能辅助驾驶产品能力的数十倍甚至以上”。</p><p style=\"text-align: justify;\">在2025年的小鹏科技日上，小鹏的智驾又有了新的进度。当时，小鹏推出第二代VLA模型，与传统“视觉-语言-动作”架构不同，第二代VLA创新性地去掉了“语言转译”环节，首次实现从视觉信号到动作指令的端到端直接生成。</p><p style=\"text-align: justify;\">在这一技术的支持之下，小鹏的自动辅助驾驶可以应对各种复杂小路与园区场景。同时，小鹏还首发了“无导航自动辅助驾驶”Super LCC+人机共驾。这意味着，该功能在不依赖导航的情形下可全球范围开启。何小鹏介绍，2026年第一季度将面向小鹏Ultra车型全量推送第二代VLA。</p><p style=\"text-align: justify;\">何小鹏强调，小鹏在新一代VLA大模型上下重注，目标是让汽车在各种复杂场景下都能安全通行，包括大路、小路、高速户外甚至是北京的胡同。何小鹏认为，只有解决了这些场景的问题，才有可能实现真正的无人驾驶。</p><p style=\"text-align: justify;\">小鹏汽车在自动驾驶领域的重注基于对行业趋势的判断。何小鹏认为，未来十年内将看到L4级自动驾驶的更大规模应用。他指出，未来汽车将是“具身智能的汽车”，汽车产业和人形机器人产业将相辅相成、互相促进。</p><p style=\"text-align: justify;\">在硬件芯片方面，今年8月，何小鹏宣布从2025年三季度上市的小鹏G7和P7开始，旗下各车型的Ultra版本将全面升级智能硬件，搭载三颗自研图灵AI芯片，有效算力高达2250TOPS。</p><p style=\"text-align: justify;\">与此同时，在今年的科技日上，小鹏的Robotaxi也有了新的进展。何小鹏透露，小鹏将在2026年推出三款Robotaxi车型，并启动试运营。与特斯拉不同，小鹏将专注于Robotaxi产品研发，不涉及运营环节。当前，高德成为小鹏Robotaxi首个全球生态合作伙伴。</p><p style=\"text-align: justify;\">在研发投入方面，何小鹏预计，未来汽车公司的年研发投入将达500亿元，其中300亿元将用于AI领域。对于小鹏而言，每年投入数十亿元建设算力中心已成为常态。</p><p style=\"text-align: justify;\">这场赌局背后，是中国智能汽车企业在自动驾驶核心技术领域挑战全球领先者的缩影。随着第二代VLA的发布和Robotaxi项目有了新进展，小鹏汽车正在自动驾驶赛道上加速追赶。</p><p style=\"text-align: justify;\">从AEB能力提升，到VLA模型革新，小鹏试图通过全栈自研构建壁垒。但特斯拉的迭代速度提示，智驾的竞争不仅是算法之争，更是数据、算力与工程化能力的综合较量。</p><p style=\"text-align: justify;\">赌局终点，是中国风味食堂在金门大桥对岸的硅谷落地，还是自动驾驶负责人在金门大桥上的“裸跑”，就看是小鹏的智驾系统能否达到特斯拉的水平，成为名副其实的“中国特斯拉”。届时，小鹏或将迎来新一轮的被重估。</p></body></html>","source":"lsy1762389672944","collect":0,"html":"<!DOCTYPE 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{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何小鹏“亮剑”马斯克，若失败，负责人将在金门大桥“裸跑”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-12 20:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3761278><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | 王小娟今年还未过去，汽车行业就智能辅助驾驶的领先已经开始预约明年的“战火”了。12月11日， 小鹏汽车 董事长何小鹏在社交媒体上立下一则“赌约”：若到明年8月30日，小鹏VLA技术在国内达到特斯拉FSD V14.2在硅谷的整体水平，他将在硅谷筹建中国风味食堂；若失败，自动驾驶负责人Head Xianming（刘先明）将在金门大桥“裸跑”。何小鹏立下这个赌约，放话与特斯拉一争高下，也因为对...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3761278\">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/429cf9337e59567edb66a7535c469fb1","relate_stocks":{"XPEV":"小鹏汽车","TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3761278","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152111177","content_text":"作者 | 王小娟今年还未过去，汽车行业就智能辅助驾驶的领先已经开始预约明年的“战火”了。12月11日， 小鹏汽车 董事长何小鹏在社交媒体上立下一则“赌约”：若到明年8月30日，小鹏VLA技术在国内达到特斯拉FSD V14.2在硅谷的整体水平，他将在硅谷筹建中国风味食堂；若失败，自动驾驶负责人Head Xianming（刘先明）将在金门大桥“裸跑”。何小鹏立下这个赌约，放话与特斯拉一争高下，也因为对 特斯拉 FSD系统长期的体验与观察。近期在硅谷试驾最新的FSD V14.2版本和Robotaxi后，何小鹏表示，FSD已经从一年前L2高阶辅助驾驶的“丝滑体验”，进步到现在的“准L4的安心阶段”。在约5小时的试驾中，他发现标准车辆和Robotaxi使用同一模型表现一致，虽然仍存在瑕疵，但已“大幅度超过去年的水准”。他对特斯拉自动驾驶技术的进步给予了肯定。何小鹏认为，未来将是同一个自动驾驶系统和硬件体系的时代，人们可以直接享有L4能力的汽车。这一判断与小鹏汽车自身的技术路线选择密切相关。在公开称赞特斯拉FSD的同时，何小鹏也不掩饰小鹏VLA与FSD当前存在的差距。他坦承：“小鹏VLA的第一个版本尚无法完全实现FSD V14.2的全部能力。” 但同时也透露，小鹏VLA 2.0将在下个季度发布。对于追赶时间表，何小鹏在今年8月曾表示，当前智能辅助驾驶的第一梯队玩家“半斤八两”，有的依靠算力，算力不足的就通过算力加激光雷达的组合。但他预测，到2026年小鹏Robotaxi开始试运营时，小鹏Ultra车型所配置的与L4 Robotaxi同源的模型，将会“显著超越市场上其他智能辅助驾驶产品能力的数十倍甚至以上”。在2025年的小鹏科技日上，小鹏的智驾又有了新的进度。当时，小鹏推出第二代VLA模型，与传统“视觉-语言-动作”架构不同，第二代VLA创新性地去掉了“语言转译”环节，首次实现从视觉信号到动作指令的端到端直接生成。在这一技术的支持之下，小鹏的自动辅助驾驶可以应对各种复杂小路与园区场景。同时，小鹏还首发了“无导航自动辅助驾驶”Super LCC+人机共驾。这意味着，该功能在不依赖导航的情形下可全球范围开启。何小鹏介绍，2026年第一季度将面向小鹏Ultra车型全量推送第二代VLA。何小鹏强调，小鹏在新一代VLA大模型上下重注，目标是让汽车在各种复杂场景下都能安全通行，包括大路、小路、高速户外甚至是北京的胡同。何小鹏认为，只有解决了这些场景的问题，才有可能实现真正的无人驾驶。小鹏汽车在自动驾驶领域的重注基于对行业趋势的判断。何小鹏认为，未来十年内将看到L4级自动驾驶的更大规模应用。他指出，未来汽车将是“具身智能的汽车”，汽车产业和人形机器人产业将相辅相成、互相促进。在硬件芯片方面，今年8月，何小鹏宣布从2025年三季度上市的小鹏G7和P7开始，旗下各车型的Ultra版本将全面升级智能硬件，搭载三颗自研图灵AI芯片，有效算力高达2250TOPS。与此同时，在今年的科技日上，小鹏的Robotaxi也有了新的进展。何小鹏透露，小鹏将在2026年推出三款Robotaxi车型，并启动试运营。与特斯拉不同，小鹏将专注于Robotaxi产品研发，不涉及运营环节。当前，高德成为小鹏Robotaxi首个全球生态合作伙伴。在研发投入方面，何小鹏预计，未来汽车公司的年研发投入将达500亿元，其中300亿元将用于AI领域。对于小鹏而言，每年投入数十亿元建设算力中心已成为常态。这场赌局背后，是中国智能汽车企业在自动驾驶核心技术领域挑战全球领先者的缩影。随着第二代VLA的发布和Robotaxi项目有了新进展，小鹏汽车正在自动驾驶赛道上加速追赶。从AEB能力提升，到VLA模型革新，小鹏试图通过全栈自研构建壁垒。但特斯拉的迭代速度提示，智驾的竞争不仅是算法之争，更是数据、算力与工程化能力的综合较量。赌局终点，是中国风味食堂在金门大桥对岸的硅谷落地，还是自动驾驶负责人在金门大桥上的“裸跑”，就看是小鹏的智驾系统能否达到特斯拉的水平，成为名副其实的“中国特斯拉”。届时，小鹏或将迎来新一轮的被重估。","news_type":1,"symbols_score_info":{"XPEV":2,"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":509987129303952,"gmtCreate":1765521512667,"gmtModify":1765521515101,"author":{"id":"4091320857230770","authorId":"4091320857230770","name":"文狸","avatar":"https://static.tigerbbs.com/5b43e4d217f58ae428704c949e9e98ce","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091320857230770","idStr":"4091320857230770"},"themes":[],"title":"","htmlText":"哈哈哈哈","listText":"哈哈哈哈","text":"哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509987129303952","repostId":"509224973779088","repostType":1,"repost":{"id":509224973779088,"gmtCreate":1765355179320,"gmtModify":1765769156821,"author":{"id":"3491416357875149","authorId":"3491416357875149","name":"交易员Owen","avatar":"https://static.tigerbbs.com/e18f8a3a764631dcc921c6316d840259","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3491416357875149","idStr":"3491416357875149"},"themes":[],"title":"金银比突然坍塌银价剑指70，大宗商品新一轮行情就要开始了？","htmlText":"12月12日更新在12月10日文章发出后，美联储的议息会议落地，确定是个比预期更鸽派的降息会议结果，金银比的走势出现持续坍塌迹象，按照我之前的预期，月线上看，如果金银比持续坍塌，则白银很可能向上还有30个点左右的涨幅，未来70美元是有可能到达的。但短线回调风险依然存在，我们可以用白银期货的5日均线作为止损或者止盈的关键参考。金银比持续坍塌历史上看，金银比持续坍塌后，未来白银的涨幅可能会被挤压飙升的更高：于此同时，美铜的涨势也更加的明显，已经连续突破中枢向上发展：通胀的预期更加强烈了，新一轮的大宗商品涨价潮可能就要开始，大家可以关注目前低位的矿业股和原材料题材个股。详细逻辑，请参看12月10日发布的解析文章：你要当心新一轮大宗商品通胀潮的爆发风险了———很多人可能还没有发现，当前的市场已经呈现出非常耐人寻味的矛盾格局。一方面，债券市场的计价表明，投资者并不认为美联储在换帅后能够平稳快速地过渡到鸽派政策环境下，但另一方面，白银价格在没有受到现货库存收紧挤压的情况下再创新高。金银的比价值出现了技术性的坍塌，这意味着市场对未来通胀的押注维持在高位，白银很可能是在抢跑大宗商品的新一轮行情。国内现货白银市场的基差持续走弱，但美白银仍然持续逼空上涨这种矛盾的变化为即将登场的鲍威尔发言提供了更大的市场波动想象空间。满打满算，鲍威尔卸任前还有三次的会议主持机会，他在未来三次议息会议上将以什么样的口吻主持会议，将决定股指和金银等大类资产的趋势。美联储全面转鸽太难了，债市并不相信从目前的市场押注和现有宏观数据来看，美联储从谨慎的鹰派政策突然转向影子美联储主席凯文·哈塞特所倡导的更鸽派、更深度的降息政策，这一路径恐怕并不容易。首先，宏观经济并没有明显的衰退倾向。美国劳工部发布的10月份职位空缺和劳动力流动调查（JOLTS）显示，职位空缺数字意外强劲，环比大幅增加43.1万个就业空缺岗位，说明劳动","listText":"12月12日更新在12月10日文章发出后，美联储的议息会议落地，确定是个比预期更鸽派的降息会议结果，金银比的走势出现持续坍塌迹象，按照我之前的预期，月线上看，如果金银比持续坍塌，则白银很可能向上还有30个点左右的涨幅，未来70美元是有可能到达的。但短线回调风险依然存在，我们可以用白银期货的5日均线作为止损或者止盈的关键参考。金银比持续坍塌历史上看，金银比持续坍塌后，未来白银的涨幅可能会被挤压飙升的更高：于此同时，美铜的涨势也更加的明显，已经连续突破中枢向上发展：通胀的预期更加强烈了，新一轮的大宗商品涨价潮可能就要开始，大家可以关注目前低位的矿业股和原材料题材个股。详细逻辑，请参看12月10日发布的解析文章：你要当心新一轮大宗商品通胀潮的爆发风险了———很多人可能还没有发现，当前的市场已经呈现出非常耐人寻味的矛盾格局。一方面，债券市场的计价表明，投资者并不认为美联储在换帅后能够平稳快速地过渡到鸽派政策环境下，但另一方面，白银价格在没有受到现货库存收紧挤压的情况下再创新高。金银的比价值出现了技术性的坍塌，这意味着市场对未来通胀的押注维持在高位，白银很可能是在抢跑大宗商品的新一轮行情。国内现货白银市场的基差持续走弱，但美白银仍然持续逼空上涨这种矛盾的变化为即将登场的鲍威尔发言提供了更大的市场波动想象空间。满打满算，鲍威尔卸任前还有三次的会议主持机会，他在未来三次议息会议上将以什么样的口吻主持会议，将决定股指和金银等大类资产的趋势。美联储全面转鸽太难了，债市并不相信从目前的市场押注和现有宏观数据来看，美联储从谨慎的鹰派政策突然转向影子美联储主席凯文·哈塞特所倡导的更鸽派、更深度的降息政策，这一路径恐怕并不容易。首先，宏观经济并没有明显的衰退倾向。美国劳工部发布的10月份职位空缺和劳动力流动调查（JOLTS）显示，职位空缺数字意外强劲，环比大幅增加43.1万个就业空缺岗位，说明劳动","text":"12月12日更新在12月10日文章发出后，美联储的议息会议落地，确定是个比预期更鸽派的降息会议结果，金银比的走势出现持续坍塌迹象，按照我之前的预期，月线上看，如果金银比持续坍塌，则白银很可能向上还有30个点左右的涨幅，未来70美元是有可能到达的。但短线回调风险依然存在，我们可以用白银期货的5日均线作为止损或者止盈的关键参考。金银比持续坍塌历史上看，金银比持续坍塌后，未来白银的涨幅可能会被挤压飙升的更高：于此同时，美铜的涨势也更加的明显，已经连续突破中枢向上发展：通胀的预期更加强烈了，新一轮的大宗商品涨价潮可能就要开始，大家可以关注目前低位的矿业股和原材料题材个股。详细逻辑，请参看12月10日发布的解析文章：你要当心新一轮大宗商品通胀潮的爆发风险了———很多人可能还没有发现，当前的市场已经呈现出非常耐人寻味的矛盾格局。一方面，债券市场的计价表明，投资者并不认为美联储在换帅后能够平稳快速地过渡到鸽派政策环境下，但另一方面，白银价格在没有受到现货库存收紧挤压的情况下再创新高。金银的比价值出现了技术性的坍塌，这意味着市场对未来通胀的押注维持在高位，白银很可能是在抢跑大宗商品的新一轮行情。国内现货白银市场的基差持续走弱，但美白银仍然持续逼空上涨这种矛盾的变化为即将登场的鲍威尔发言提供了更大的市场波动想象空间。满打满算，鲍威尔卸任前还有三次的会议主持机会，他在未来三次议息会议上将以什么样的口吻主持会议，将决定股指和金银等大类资产的趋势。美联储全面转鸽太难了，债市并不相信从目前的市场押注和现有宏观数据来看，美联储从谨慎的鹰派政策突然转向影子美联储主席凯文·哈塞特所倡导的更鸽派、更深度的降息政策，这一路径恐怕并不容易。首先，宏观经济并没有明显的衰退倾向。美国劳工部发布的10月份职位空缺和劳动力流动调查（JOLTS）显示，职位空缺数字意外强劲，环比大幅增加43.1万个就业空缺岗位，说明劳动","images":[{"img":"https://static.tigerbbs.com/e958de003dc4b14dfb144ec3a59ed718"},{"img":"https://static.tigerbbs.com/ed38dfe5224992b7b4f59f12f0d94fba"},{"img":"https://static.tigerbbs.com/8cfa95ca4ea0f0a936b3d3f14c8858c2"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509224973779088","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":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– 美股议席后的上行代表什么，港股低位振荡等待更好时机 12/11","htmlText":"实盘: 标普纳指分析 美股，在议席会议前连续多日振荡，以低调表示尊重，标普振荡多大8日，在昨天的盘前和上半场，依然是持续小跌的状态。随着降息的明确，小规模放水的确认,联储委员的纠结与保守，以及联储主席相对平和稳健的表态等，给大盘很大的信心，道指大涨，罗素大涨并再次新高，标普，纳指小阴转阳，小涨收盘。所以，最终的影响还是非常明确的。只是说，今日亚盘时刻，美股期指大幅低走运行，各主要股指，也顺势纷纷调整。其实，这些都不复杂，就是节奏和情绪的转换和释放，不会有持续性的影响。 港股分析 港股大盘，本身就在低位振荡已久，加上前一日的探底回升，今日也顺势高开，只是说，因为整个外围的影响，以及A股的调整，港股也趁机再次调整，不过，调整幅度相对有限，所以，港股，夯实底部，伺机反弹的逻辑没有变化。 日经225分析 日经，高开回落，虽然下跌，但是，幅度不大，并没有起到转势的效果，而且，还运行在20日线之上，也还在收敛三角的轨道线之内，所以，不妨再等等看。 黄金 黄金，随着技术上振荡走高的行情，不断延伸，加上议席会议的尘埃落定，黄金的进一步方向，将很快明朗起来，目前来说，黄金就在12/1高点附近密集振荡，所以，不妨把这一高点的站稳与否，视为下一步的方向性选择。 $阿里巴巴-W$ 阿里，相对低迷，但，目前就处于20日线附近，也受到阶段底部的影响，所以，这里很容易成为转折点，我们可以一步步验证。 $百度-W$ 百度，短期呈小波段走高的结构，同时，又符合大涨加高位稳健振荡的组合K线，所以，我们可以继续追随这种波段走势。 $特斯拉$ 特斯拉，正在进行，双底夯实底部，随后持续上扬的走势，经历回落确认后继续反弹。整体走势不错，下面就看特斯拉是继续振荡还是开始冲击上轨。 $英伟达$ 英伟达，在经历前面的探底回升后，经历了一小波反弹，随后展开振荡，目前，就处于前一波上行前的低位平台位置，现在就看这里如何波动消化","listText":"实盘: 标普纳指分析 美股，在议席会议前连续多日振荡，以低调表示尊重，标普振荡多大8日，在昨天的盘前和上半场，依然是持续小跌的状态。随着降息的明确，小规模放水的确认,联储委员的纠结与保守，以及联储主席相对平和稳健的表态等，给大盘很大的信心，道指大涨，罗素大涨并再次新高，标普，纳指小阴转阳，小涨收盘。所以，最终的影响还是非常明确的。只是说，今日亚盘时刻，美股期指大幅低走运行，各主要股指，也顺势纷纷调整。其实，这些都不复杂，就是节奏和情绪的转换和释放，不会有持续性的影响。 港股分析 港股大盘，本身就在低位振荡已久，加上前一日的探底回升，今日也顺势高开，只是说，因为整个外围的影响，以及A股的调整，港股也趁机再次调整，不过，调整幅度相对有限，所以，港股，夯实底部，伺机反弹的逻辑没有变化。 日经225分析 日经，高开回落，虽然下跌，但是，幅度不大，并没有起到转势的效果，而且，还运行在20日线之上，也还在收敛三角的轨道线之内，所以，不妨再等等看。 黄金 黄金，随着技术上振荡走高的行情，不断延伸，加上议席会议的尘埃落定，黄金的进一步方向，将很快明朗起来，目前来说，黄金就在12/1高点附近密集振荡，所以，不妨把这一高点的站稳与否，视为下一步的方向性选择。 $阿里巴巴-W$ 阿里，相对低迷，但，目前就处于20日线附近，也受到阶段底部的影响，所以，这里很容易成为转折点，我们可以一步步验证。 $百度-W$ 百度，短期呈小波段走高的结构，同时，又符合大涨加高位稳健振荡的组合K线，所以，我们可以继续追随这种波段走势。 $特斯拉$ 特斯拉，正在进行，双底夯实底部，随后持续上扬的走势，经历回落确认后继续反弹。整体走势不错，下面就看特斯拉是继续振荡还是开始冲击上轨。 $英伟达$ 英伟达，在经历前面的探底回升后，经历了一小波反弹，随后展开振荡，目前，就处于前一波上行前的低位平台位置，现在就看这里如何波动消化","text":"实盘: 标普纳指分析 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涨1.82%，谷歌涨2.14%，微软跌0.47%，奈飞跌0.92%。热门中概股再度领涨大盘，纳斯达克金龙中国指数涨5.4%。$阿里巴","images":[{"img":"https://static.tigerbbs.com/f45bcf6b2cd05a799bec7594024319a5","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617463990","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695275243,"gmtCreate":1641486299182,"gmtModify":1641486299182,"author":{"id":"4091320857230770","authorId":"4091320857230770","name":"文狸","avatar":"https://static.tigerbbs.com/5b43e4d217f58ae428704c949e9e98ce","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091320857230770","idStr":"4091320857230770"},"themes":[],"htmlText":"[微笑]//<a href=\"https://laohu8.com/U/3562909664933798\">@特斯拉TESLA</a>:新年暖心时刻，不论年龄，保持热爱，与家人共享欢乐时光<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","listText":"[微笑]//<a href=\"https://laohu8.com/U/3562909664933798\">@特斯拉TESLA</a>:新年暖心时刻，不论年龄，保持热爱，与家人共享欢乐时光<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"[微笑]//@特斯拉TESLA:新年暖心时刻，不论年龄，保持热爱，与家人共享欢乐时光$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/695275243","repostId":"695239876","repostType":1,"repost":{"id":695239876,"gmtCreate":1641464827489,"gmtModify":1641600688582,"author":{"id":"4091840681393440","authorId":"4091840681393440","name":"特空间Tspace","avatar":"https://static.tigerbbs.com/56fcd44ef8936b812c1debc36808ab7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091840681393440","idStr":"4091840681393440"},"themes":[],"htmlText":"妈妈65岁考到了驾照，家人送给72岁母亲的新年礼物，是一台特斯拉和京A牌照。新车和京牌等了7年。儿子称：家里专职的保姆兼司机早就安排上了，没办法，子女都有能力又孝顺。只是老妈身体好，喜欢自己开车，请的司机充其量算个坐在副驾驶的陪练<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","listText":"妈妈65岁考到了驾照，家人送给72岁母亲的新年礼物，是一台特斯拉和京A牌照。新车和京牌等了7年。儿子称：家里专职的保姆兼司机早就安排上了，没办法，子女都有能力又孝顺。只是老妈身体好，喜欢自己开车，请的司机充其量算个坐在副驾驶的陪练<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"妈妈65岁考到了驾照，家人送给72岁母亲的新年礼物，是一台特斯拉和京A牌照。新车和京牌等了7年。儿子称：家里专职的保姆兼司机早就安排上了，没办法，子女都有能力又孝顺。只是老妈身体好，喜欢自己开车，请的司机充其量算个坐在副驾驶的陪练$特斯拉(TSLA)$","images":[{"img":"https://static.tigerbbs.com/f27aaee08b85467a68b4d90b6ce7ae9c","width":"1080","height":"573"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695239876","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617358084,"gmtCreate":1654075651553,"gmtModify":1704858747949,"author":{"id":"4091320857230770","authorId":"4091320857230770","name":"文狸","avatar":"https://static.tigerbbs.com/5b43e4d217f58ae428704c949e9e98ce","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091320857230770","idStr":"4091320857230770"},"themes":[],"htmlText":"小鹏汽车<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>对小鹏汽车(XPEV)表态看多看空","listText":"小鹏汽车<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>对小鹏汽车(XPEV)表态看多看空","text":"小鹏汽车$小鹏汽车(XPEV)$对小鹏汽车(XPEV)表态看多看空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/617358084","repostId":"1140120894","repostType":2,"repost":{"id":"1140120894","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1654074078,"share":"https://www.laohu8.com/m/news/1140120894?lang=zh_CN&edition=full","pubTime":"2022-06-01 17:01","market":"other","language":"zh","title":"小鹏汽车：5月交付量为10,125辆，同比增长78%","url":"https://stock-news.laohu8.com/highlight/detail?id=1140120894","media":"老虎资讯综合","summary":"6月1日，$小鹏汽车$在2022年5月交付了10,125辆智能电动汽车，同比增长78%。5月份的交付包括4,224辆P7智能运动轿车、3,686辆P5智能家用轿车以及2,215辆G3智能紧凑型SUV。截至2022年5月31日，年初至今总交付量达到53,688辆，同比增长122%。小鹏汽车正在尽一切努力加快交付其强大的积压订单。截至2022年4月末，小鹏在全国运营自营充电站954座，其中超级充电站774座，目的地充电站180座。","content":"<html><head></head><body><p>6月1日，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>在2022年5月交付了10,125辆智能电动汽车，同比增长78%。5月份的交付包括4,224辆P7智能运动轿车、3,686辆P5智能家用轿车以及2,215辆G3智能紧凑型SUV。</p><p>截至2022年5月31日，年初至今总交付量达到53,688辆，同比增长122%。</p><p>随着供应链和中国主要制造区域开始逐步恢复，公司于 5 月中旬开始在肇庆工厂恢复双班制生产。小鹏汽车正在尽一切努力加快交付其强大的积压订单。</p><p>公司继续升级其产品，并将很快通过无线 (OTA) 更新推出 ACC-L 和 LCC-L。ACC-L 和 LCC-L 将成为业界首个采用基于摄像头和 LiDAR 感知的自适应巡航控制和车道中心控制功能。截至2022年4月末，小鹏在全国运营自营充电站954座，其中超级充电站774座，目的地充电站180座。</p><p><img src=\"https://static.tigerbbs.com/cbacc656538c321bb08223e717fb5450\" tg-width=\"1080\" tg-height=\"2339\" referrerpolicy=\"no-referrer\"/></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：5月交付量为10,125辆，同比增长78%</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; 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class=\"title\">\n小鹏汽车：5月交付量为10,125辆，同比增长78%\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\">2022-06-01 17:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月1日，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>在2022年5月交付了10,125辆智能电动汽车，同比增长78%。5月份的交付包括4,224辆P7智能运动轿车、3,686辆P5智能家用轿车以及2,215辆G3智能紧凑型SUV。</p><p>截至2022年5月31日，年初至今总交付量达到53,688辆，同比增长122%。</p><p>随着供应链和中国主要制造区域开始逐步恢复，公司于 5 月中旬开始在肇庆工厂恢复双班制生产。小鹏汽车正在尽一切努力加快交付其强大的积压订单。</p><p>公司继续升级其产品，并将很快通过无线 (OTA) 更新推出 ACC-L 和 LCC-L。ACC-L 和 LCC-L 将成为业界首个采用基于摄像头和 LiDAR 感知的自适应巡航控制和车道中心控制功能。截至2022年4月末，小鹏在全国运营自营充电站954座，其中超级充电站774座，目的地充电站180座。</p><p><img src=\"https://static.tigerbbs.com/cbacc656538c321bb08223e717fb5450\" tg-width=\"1080\" 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href=\"http://www.zhitongcaijing.com/content/detail/1291259.html\">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/47b6fbfe38edb1202883a645549da7f6","relate_stocks":{"YANG":"三倍做空富时中国ETF-Direxion","HSCEI":"国企指数","HSTECH":"恒生科技指数","BK4614":"Manus概念股"},"source_url":"http://www.zhitongcaijing.com/content/detail/1291259.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2534256311","content_text":"智通财经APP获悉，5月9日，上汽集团(600104.SH)移动出行战略品牌享道出行宣布完成超13亿元人民币C轮融资，公司迎来里程碑式新突破。此外，享道出行称，公司已启动港股IPO计划。享道出行表示，C轮融资后，将进一步发挥上汽集团和产业伙伴优势资源，搭建以享道平台为基础的“车辆—技术—平台”三位一体的自动驾驶生态链闭环，并联合股东方Momenta在上海打造L4级别Robotaxi车队，计划明年内车队规模达到200辆。享道出行续称，作为国内出行行业近三年来单笔融资金额最大的一次融资，本次资本注入，标志着享道出行“一站式智慧出行综合体”战略获得资本市场与地方政府的双重认可，享道出行也将在港股IPO的赛道上开启加速度。","news_type":1,"symbols_score_info":{"HSCEI":1,"HSTECH":1,"YANG":1}},"isVote":1,"tweetType":1,"viewCount":1967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":505264718021768,"gmtCreate":1764391447720,"gmtModify":1764391450488,"author":{"id":"4091320857230770","authorId":"4091320857230770","name":"文狸","avatar":"https://static.tigerbbs.com/5b43e4d217f58ae428704c949e9e98ce","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091320857230770","idStr":"4091320857230770"},"themes":[],"title":"","htmlText":"[财迷]&nbsp; 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