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圣利花开

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07-09

$永康控股 (02523)$ 这种狗屎公司，耍大家玩呢，应该把这种公司拉黑，以后也不要上了

2025-09-16

$ChowChow Cloud International Holdings Limited(CHOW)$ 不错[财迷]

04-21

$曦智科技-P(01879)$ 这个甲尾能稳中一手吗

02-18

$微软(MSFT)$ 我发现一个非常有趣的事情，微软，谷歌的市盈率居然被砸的比可口可乐还要低了，难道卖糖水比互联网，ai科技更有发展？哈哈哈哈

06-02

顶住

老虎国际：关于近期跨境证券业务监管指引的说明

07-23

感觉给他弄下去吧，这几年美股被他搞惨了

美股盘前｜美股期指走弱，美油重返90美元上方；谷歌、特斯拉盘前重挫；SK电信盘前涨超12%，AI概念持续活跃；Rollins盘前跌16%，Medpace飙16%

2025-12-17

$英伟达(NVDA)$ 英伟达最近不断回调，利空下跌利好也下跌，就好像有一股力量故意压制英伟达，12月份这个时间点也很有意思，是一个季度末，如果机构在12月份低价买入英伟达，明年拉升英伟达，那么2026年利润表现就会非常漂亮！我非常确定ai不是泡沫，目前ai扫地机器人已经走入到了家庭，2026年这种ai应用落地可能会更多，企业利润上涨，泡沫论将不攻自破，英伟达股价可能再次迎来爆发。

2025-09-16

$ChowChow Cloud International Holdings Limited(CHOW)$ 太牛了，没想中88美元都能赚1000多人民币，爽！

2025-09-16

$ChowChow Cloud International Holdings Limited(CHOW)$ 太少了，涨跌也没多少钱！

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15:56","market":"us","language":"zh","title":"今晚美国CPI，或重创9月加息预期？","url":"https://stock-news.laohu8.com/highlight/detail?id=2658922073","media":"华尔街见闻","summary":"市场的共识是，美国7月CPI与核心CPI环比分别上涨0.1%和0.2%，高盛预测低于共识。分析认为，只要数据符合预期，就足以压制9月加息预期；若低于预期，则可能造成进一步打击。不过，FOMC内部鹰派声音正在抬头，尽管上周非农数据走弱，市场对9月加息的定价仍处于约50%的胶着状态。","content":"<html><head></head><body><p style=\"text-align: left;\">美联储9月是否加息，答案或许今晚揭晓。</p><p style=\"text-align: left;\">美国劳工统计局将于美东时间周三上午8:30（北京时间周三晚20:30）公布7月CPI数据。<strong>市场普遍预期整体CPI环比上涨0.1%，核心CPI环比上涨0.2%，年率分别降至3.4%和2.5%。</strong></p><p style=\"text-align: left;\">在上周非农就业数据意外走软之后，这份报告将成为检验9月加息预期的关键试金石。若数据温和，市场可能进一步压低9月加息概率；若数据超预期偏热，则将令已呈鹰派态势的美联储面临更大压力。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a2db1ba9af997a7f6a3213cb52624914\" data-align=\"center\" tg-width=\"1024\" tg-height=\"481\"/><span></span></p><p style=\"text-align: left;\">当前，利率期货市场将9月加息概率定价于约50%，即所谓&#34;硬币正反面&#34;。上周非农数据显示7月就业人口减少2.3万，令加息预期一度明显降温，但随后油价反弹又将概率推回至均势。与此同时，美联储7月议息会议上三名理事投票支持加息，多位非投票委员也明确表态倾向于收紧政策，使得鹰派声音在会议内部占据相当分量。今晚的CPI数据，将直接影响这一天平的倾斜方向。</p><h2 style=\"text-align: left;\">温和读数大概率落地，但仍高于目标</h2><p style=\"text-align: left;\">综合<a href=\"https://laohu8.com/S/GS\">高盛</a>、Pantheon Macroeconomics等机构预测，本次CPI数据大概率落于预期区间之内，不太可能重现上月报告中的大幅波动。</p><p style=\"text-align: left;\">高盛预计7月核心CPI环比上涨0.19%，年率约为2.47%，均略低于市场共识；整体CPI环比上涨仅0.05%，年率约为3.35%。能源价格下跌（-2.0%）是压低整体通胀的主因，食品价格则预计温和上涨0.2%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6235f7b67586f8f38ce60c2c01bcd7d8\" data-align=\"center\" tg-width=\"736\" tg-height=\"451\"/><span></span></p><p style=\"text-align: left;\">在分项层面，高盛预计二手车价格环比上涨0.5%，新车价格上涨0.1%，但汽车保险价格下跌0.5%；住房分项方面，业主等价租金（OER）预计环比上涨0.23%，租金上涨0.16%，延续近期放缓趋势；旅行服务分项则有所分化，机票价格预计上涨2.0%，酒店价格预计下跌1.0%，部分原因在于世界杯带来的需求提振效应已逐步消退。</p><p style=\"text-align: left;\">Pantheon Macroeconomics预计核心商品价格环比上涨0.18%，为去年9月以来最大涨幅，部分受<a href=\"https://laohu8.com/S/AAPL\">苹果</a>（AAPL）自6月25日起对多数硬件产品上调15%至30%价格的影响，但服务分项的走弱将对此形成对冲——该机构预计机票价格环比下跌1.5%，住宿价格下跌1.0%，汽车保险延续下行趋势，能源商品价格则预计下跌2.6%，将对整体CPI月率形成约11个基点的拖累。</p><h2 style=\"text-align: left;\">美联储立场：按兵不动，但鹰派噪音渐强</h2><p style=\"text-align: left;\">RSM首席经济学家Joe Brusuelas表示，<strong>若7月CPI接近预期，&#34;委员会的多数成员将选择忽视供给侧冲击，FOMC将在今年余下时间内维持利率不变&#34;，同时为美联储主席沃什——自5月就任以来持续面临政策压力——提供一定缓冲。</strong></p><p style=\"text-align: left;\">然而，美联储内部的鹰派力量正在积聚。克利夫兰联储行长Beth Hammack是7月会议上三位投票支持加息的理事之一，她周一表示，可能需要多次加息，并强调&#34;单次25个基点的调整对经济的影响恐怕相当有限&#34;。此外，非投票委员Schmid和Musalem也表示，他们在7月会议上本将倾向于支持加息。美联储主席沃什虽承认当前金融条件收紧正在替代联储部分工作，且7月就业数据及其下修幅度确实有所抑制了近期紧缩预期，但他同样未明确排除进一步加息的可能性。</p><p style=\"text-align: left;\">美国银行则维持未来数月内三次加息的预测。该行经济学家在客户报告中指出，7月就业报告&#34;并未改变劳动力市场的整体图景&#34;，而美联储的政策反应函数依然&#34;高度向通胀数据倾斜&#34;。该行警示称，若未来两月核心CPI月率平均达到0.25%，&#34;美联储几乎必然将于9月开始加息&#34;；若平均低于0.2%，则加息将被推迟；若处于两者之间，则9月&#34;依然是五五开&#34;。</p><h2 style=\"text-align: left;\">股债均承压，股票情绪指标亮红灯</h2><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>市场情报团队给出了本次CPI数据的情景分析：</p><blockquote><ul><li><p style=\"text-align: left;\">若核心CPI月率超过0.30%，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数预计下跌1.5%至2.5%，发生概率为5%；</p></li><li><p style=\"text-align: left;\">若落于0.25%至0.30%区间，指数预计下跌0.5%至1.25%，概率25%；</p></li><li><p style=\"text-align: left;\">若落于0.20%至0.25%区间（最大概率情景，约40%），指数预计上涨0.25%至0.75%；</p></li><li><p style=\"text-align: left;\">若低于0.20%，则涨幅有望扩大至0.5%至2%。整体来看，债券市场对通胀超预期的反应将比股市更为剧烈。</p></li></ul></blockquote><p style=\"text-align: left;\">值得注意的是，目前以8月12日到期期权定价的当日隐含波动幅度约为0.9%，略低于近期约1.1%的平均水平，显示市场对今晚数据并不预期出现极端结果。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/WFC\">富国银行</a>分析师Ohsung Kwon领衔的团队则对投资者发出警告，建议在CPI公布前布置对冲头寸。该行情绪指标目前读数为1.4，处于2018年1月以来最强&#34;卖出&#34;信号区间。&#34;我们认为对冲成本较低，并倾向于对冲偏热数据的风险，&#34;分析师写道，&#34;若CPI超预期，市场叙事将迅速转向滞胀担忧，尤其是在上周就业数据偏弱的背景下。&#34;不过，富国银行同时指出，二季度企业盈利同比增长30%，超出市场预期8%，为四年多来最强劲增速，这在一定程度上仍对股市构成支撑。</p><h2 style=\"text-align: left;\">更长期隐患：AI通胀与市场结构信号</h2><p style=\"text-align: left;\">尽管短期通胀前景相对温和，但Societe Generale的分析师Andrew Lapthorne指出，股票市场的结构正在发出警示信号。该行基于与通胀最相关的发达市场股票构建的股市通胀代理指数，过去12个月大幅跑赢MSCI世界指数，累计上涨71%。Lapthorne表示：</p><blockquote><p style=\"text-align: left;\">&#34;市场不再预期矛盾的&#39;强劲盈利增长+降息&#39;组合，而是认为如此强劲的盈利增长通常伴随着加息需求。&#34;</p></blockquote><p style=\"text-align: left;\"><strong>与此同时，与AI产业链相关的大宗商品正面临上涨压力。</strong>据悉，内存价格飙升可能推高核心PCE达0.5个百分点。高盛预计，7月核心PCE月率将录得较大的0.26%涨幅，部分反映二季度股价涨幅以滞后方式传导至投资组合管理服务成本的影响。该项目分类的方法论调整将于9月底实施，届时相关数据或被修订下调，但12月的再次修订可能重新引入强相关性。</p><h2 style=\"text-align: left;\">后续数据仍多，9月决策依然悬而未决</h2><p style=\"text-align: left;\">即便今晚CPI结果明朗，9月加息走向仍未盖棺论定。在9月16日FOMC会议前，美联储还将接收8月非农就业、8月CPI及8月PPI数据，而8月PCE则将在会议结束后方才公布。这意味着政策预期在未来数周内仍有充足的转变空间。</p><p style=\"text-align: left;\">综合来看，最大概率情景是数据符合预期，既不足以重燃9月加息火焰，也难以令市场彻底打消紧缩预期。鹰鸽之争的最终裁量权，仍握在后续数据与沃什之手。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>今晚美国CPI，或重创9月加息预期？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n今晚美国CPI，或重创9月加息预期？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-08-12 15:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">美联储9月是否加息，答案或许今晚揭晓。</p><p style=\"text-align: left;\">美国劳工统计局将于美东时间周三上午8:30（北京时间周三晚20:30）公布7月CPI数据。<strong>市场普遍预期整体CPI环比上涨0.1%，核心CPI环比上涨0.2%，年率分别降至3.4%和2.5%。</strong></p><p style=\"text-align: left;\">在上周非农就业数据意外走软之后，这份报告将成为检验9月加息预期的关键试金石。若数据温和，市场可能进一步压低9月加息概率；若数据超预期偏热，则将令已呈鹰派态势的美联储面临更大压力。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a2db1ba9af997a7f6a3213cb52624914\" data-align=\"center\" tg-width=\"1024\" tg-height=\"481\"/><span></span></p><p style=\"text-align: left;\">当前，利率期货市场将9月加息概率定价于约50%，即所谓&#34;硬币正反面&#34;。上周非农数据显示7月就业人口减少2.3万，令加息预期一度明显降温，但随后油价反弹又将概率推回至均势。与此同时，美联储7月议息会议上三名理事投票支持加息，多位非投票委员也明确表态倾向于收紧政策，使得鹰派声音在会议内部占据相当分量。今晚的CPI数据，将直接影响这一天平的倾斜方向。</p><h2 style=\"text-align: left;\">温和读数大概率落地，但仍高于目标</h2><p style=\"text-align: left;\">综合<a href=\"https://laohu8.com/S/GS\">高盛</a>、Pantheon Macroeconomics等机构预测，本次CPI数据大概率落于预期区间之内，不太可能重现上月报告中的大幅波动。</p><p style=\"text-align: left;\">高盛预计7月核心CPI环比上涨0.19%，年率约为2.47%，均略低于市场共识；整体CPI环比上涨仅0.05%，年率约为3.35%。能源价格下跌（-2.0%）是压低整体通胀的主因，食品价格则预计温和上涨0.2%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6235f7b67586f8f38ce60c2c01bcd7d8\" data-align=\"center\" tg-width=\"736\" tg-height=\"451\"/><span></span></p><p style=\"text-align: left;\">在分项层面，高盛预计二手车价格环比上涨0.5%，新车价格上涨0.1%，但汽车保险价格下跌0.5%；住房分项方面，业主等价租金（OER）预计环比上涨0.23%，租金上涨0.16%，延续近期放缓趋势；旅行服务分项则有所分化，机票价格预计上涨2.0%，酒店价格预计下跌1.0%，部分原因在于世界杯带来的需求提振效应已逐步消退。</p><p style=\"text-align: left;\">Pantheon Macroeconomics预计核心商品价格环比上涨0.18%，为去年9月以来最大涨幅，部分受<a href=\"https://laohu8.com/S/AAPL\">苹果</a>（AAPL）自6月25日起对多数硬件产品上调15%至30%价格的影响，但服务分项的走弱将对此形成对冲——该机构预计机票价格环比下跌1.5%，住宿价格下跌1.0%，汽车保险延续下行趋势，能源商品价格则预计下跌2.6%，将对整体CPI月率形成约11个基点的拖累。</p><h2 style=\"text-align: left;\">美联储立场：按兵不动，但鹰派噪音渐强</h2><p style=\"text-align: left;\">RSM首席经济学家Joe Brusuelas表示，<strong>若7月CPI接近预期，&#34;委员会的多数成员将选择忽视供给侧冲击，FOMC将在今年余下时间内维持利率不变&#34;，同时为美联储主席沃什——自5月就任以来持续面临政策压力——提供一定缓冲。</strong></p><p style=\"text-align: left;\">然而，美联储内部的鹰派力量正在积聚。克利夫兰联储行长Beth Hammack是7月会议上三位投票支持加息的理事之一，她周一表示，可能需要多次加息，并强调&#34;单次25个基点的调整对经济的影响恐怕相当有限&#34;。此外，非投票委员Schmid和Musalem也表示，他们在7月会议上本将倾向于支持加息。美联储主席沃什虽承认当前金融条件收紧正在替代联储部分工作，且7月就业数据及其下修幅度确实有所抑制了近期紧缩预期，但他同样未明确排除进一步加息的可能性。</p><p style=\"text-align: left;\">美国银行则维持未来数月内三次加息的预测。该行经济学家在客户报告中指出，7月就业报告&#34;并未改变劳动力市场的整体图景&#34;，而美联储的政策反应函数依然&#34;高度向通胀数据倾斜&#34;。该行警示称，若未来两月核心CPI月率平均达到0.25%，&#34;美联储几乎必然将于9月开始加息&#34;；若平均低于0.2%，则加息将被推迟；若处于两者之间，则9月&#34;依然是五五开&#34;。</p><h2 style=\"text-align: left;\">股债均承压，股票情绪指标亮红灯</h2><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>市场情报团队给出了本次CPI数据的情景分析：</p><blockquote><ul><li><p style=\"text-align: left;\">若核心CPI月率超过0.30%，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数预计下跌1.5%至2.5%，发生概率为5%；</p></li><li><p style=\"text-align: left;\">若落于0.25%至0.30%区间，指数预计下跌0.5%至1.25%，概率25%；</p></li><li><p style=\"text-align: left;\">若落于0.20%至0.25%区间（最大概率情景，约40%），指数预计上涨0.25%至0.75%；</p></li><li><p style=\"text-align: left;\">若低于0.20%，则涨幅有望扩大至0.5%至2%。整体来看，债券市场对通胀超预期的反应将比股市更为剧烈。</p></li></ul></blockquote><p style=\"text-align: left;\">值得注意的是，目前以8月12日到期期权定价的当日隐含波动幅度约为0.9%，略低于近期约1.1%的平均水平，显示市场对今晚数据并不预期出现极端结果。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/WFC\">富国银行</a>分析师Ohsung Kwon领衔的团队则对投资者发出警告，建议在CPI公布前布置对冲头寸。该行情绪指标目前读数为1.4，处于2018年1月以来最强&#34;卖出&#34;信号区间。&#34;我们认为对冲成本较低，并倾向于对冲偏热数据的风险，&#34;分析师写道，&#34;若CPI超预期，市场叙事将迅速转向滞胀担忧，尤其是在上周就业数据偏弱的背景下。&#34;不过，富国银行同时指出，二季度企业盈利同比增长30%，超出市场预期8%，为四年多来最强劲增速，这在一定程度上仍对股市构成支撑。</p><h2 style=\"text-align: left;\">更长期隐患：AI通胀与市场结构信号</h2><p style=\"text-align: left;\">尽管短期通胀前景相对温和，但Societe Generale的分析师Andrew Lapthorne指出，股票市场的结构正在发出警示信号。该行基于与通胀最相关的发达市场股票构建的股市通胀代理指数，过去12个月大幅跑赢MSCI世界指数，累计上涨71%。Lapthorne表示：</p><blockquote><p style=\"text-align: left;\">&#34;市场不再预期矛盾的&#39;强劲盈利增长+降息&#39;组合，而是认为如此强劲的盈利增长通常伴随着加息需求。&#34;</p></blockquote><p style=\"text-align: left;\"><strong>与此同时，与AI产业链相关的大宗商品正面临上涨压力。</strong>据悉，内存价格飙升可能推高核心PCE达0.5个百分点。高盛预计，7月核心PCE月率将录得较大的0.26%涨幅，部分反映二季度股价涨幅以滞后方式传导至投资组合管理服务成本的影响。该项目分类的方法论调整将于9月底实施，届时相关数据或被修订下调，但12月的再次修订可能重新引入强相关性。</p><h2 style=\"text-align: left;\">后续数据仍多，9月决策依然悬而未决</h2><p style=\"text-align: left;\">即便今晚CPI结果明朗，9月加息走向仍未盖棺论定。在9月16日FOMC会议前，美联储还将接收8月非农就业、8月CPI及8月PPI数据，而8月PCE则将在会议结束后方才公布。这意味着政策预期在未来数周内仍有充足的转变空间。</p><p style=\"text-align: left;\">综合来看，最大概率情景是数据符合预期，既不足以重燃9月加息火焰，也难以令市场彻底打消紧缩预期。鹰鸽之争的最终裁量权，仍握在后续数据与沃什之手。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b726f5ab1e325ca08ea6498b73e353c5","relate_stocks":{"UVIX":"2倍做多恐慌指数期货ETF","TQQQ":"纳指三倍做多ETF","UVXY":"1.5倍做多短期期货恐慌指数ETF-Proshares","IBIK":"iShares iBonds Oct 2034 Term Tips ETF","SVIX":"1倍做空短期期货恐慌指数ETF","TLTW":"iShares 20+ Year Treasury Bond Buywrite Strategy ETF","HYKE":"VEST 2 YEAR INTEREST RATE HEDGE ETF","VIXY":"波动率短期期货指数ETF","LIBD":"LifeX 2065 Inflation-Protected Longevity Income 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ETF"},"source_url":"https://wallstreetcn.com/articles/3779269","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2658922073","content_text":"美联储9月是否加息，答案或许今晚揭晓。美国劳工统计局将于美东时间周三上午8:30（北京时间周三晚20:30）公布7月CPI数据。市场普遍预期整体CPI环比上涨0.1%，核心CPI环比上涨0.2%，年率分别降至3.4%和2.5%。在上周非农就业数据意外走软之后，这份报告将成为检验9月加息预期的关键试金石。若数据温和，市场可能进一步压低9月加息概率；若数据超预期偏热，则将令已呈鹰派态势的美联储面临更大压力。当前，利率期货市场将9月加息概率定价于约50%，即所谓\"硬币正反面\"。上周非农数据显示7月就业人口减少2.3万，令加息预期一度明显降温，但随后油价反弹又将概率推回至均势。与此同时，美联储7月议息会议上三名理事投票支持加息，多位非投票委员也明确表态倾向于收紧政策，使得鹰派声音在会议内部占据相当分量。今晚的CPI数据，将直接影响这一天平的倾斜方向。温和读数大概率落地，但仍高于目标综合高盛、Pantheon Macroeconomics等机构预测，本次CPI数据大概率落于预期区间之内，不太可能重现上月报告中的大幅波动。高盛预计7月核心CPI环比上涨0.19%，年率约为2.47%，均略低于市场共识；整体CPI环比上涨仅0.05%，年率约为3.35%。能源价格下跌（-2.0%）是压低整体通胀的主因，食品价格则预计温和上涨0.2%。在分项层面，高盛预计二手车价格环比上涨0.5%，新车价格上涨0.1%，但汽车保险价格下跌0.5%；住房分项方面，业主等价租金（OER）预计环比上涨0.23%，租金上涨0.16%，延续近期放缓趋势；旅行服务分项则有所分化，机票价格预计上涨2.0%，酒店价格预计下跌1.0%，部分原因在于世界杯带来的需求提振效应已逐步消退。Pantheon Macroeconomics预计核心商品价格环比上涨0.18%，为去年9月以来最大涨幅，部分受苹果（AAPL）自6月25日起对多数硬件产品上调15%至30%价格的影响，但服务分项的走弱将对此形成对冲——该机构预计机票价格环比下跌1.5%，住宿价格下跌1.0%，汽车保险延续下行趋势，能源商品价格则预计下跌2.6%，将对整体CPI月率形成约11个基点的拖累。美联储立场：按兵不动，但鹰派噪音渐强RSM首席经济学家Joe Brusuelas表示，若7月CPI接近预期，\"委员会的多数成员将选择忽视供给侧冲击，FOMC将在今年余下时间内维持利率不变\"，同时为美联储主席沃什——自5月就任以来持续面临政策压力——提供一定缓冲。然而，美联储内部的鹰派力量正在积聚。克利夫兰联储行长Beth Hammack是7月会议上三位投票支持加息的理事之一，她周一表示，可能需要多次加息，并强调\"单次25个基点的调整对经济的影响恐怕相当有限\"。此外，非投票委员Schmid和Musalem也表示，他们在7月会议上本将倾向于支持加息。美联储主席沃什虽承认当前金融条件收紧正在替代联储部分工作，且7月就业数据及其下修幅度确实有所抑制了近期紧缩预期，但他同样未明确排除进一步加息的可能性。美国银行则维持未来数月内三次加息的预测。该行经济学家在客户报告中指出，7月就业报告\"并未改变劳动力市场的整体图景\"，而美联储的政策反应函数依然\"高度向通胀数据倾斜\"。该行警示称，若未来两月核心CPI月率平均达到0.25%，\"美联储几乎必然将于9月开始加息\"；若平均低于0.2%，则加息将被推迟；若处于两者之间，则9月\"依然是五五开\"。股债均承压，股票情绪指标亮红灯摩根大通市场情报团队给出了本次CPI数据的情景分析：若核心CPI月率超过0.30%，标普500指数预计下跌1.5%至2.5%，发生概率为5%；若落于0.25%至0.30%区间，指数预计下跌0.5%至1.25%，概率25%；若落于0.20%至0.25%区间（最大概率情景，约40%），指数预计上涨0.25%至0.75%；若低于0.20%，则涨幅有望扩大至0.5%至2%。整体来看，债券市场对通胀超预期的反应将比股市更为剧烈。值得注意的是，目前以8月12日到期期权定价的当日隐含波动幅度约为0.9%，略低于近期约1.1%的平均水平，显示市场对今晚数据并不预期出现极端结果。富国银行分析师Ohsung Kwon领衔的团队则对投资者发出警告，建议在CPI公布前布置对冲头寸。该行情绪指标目前读数为1.4，处于2018年1月以来最强\"卖出\"信号区间。\"我们认为对冲成本较低，并倾向于对冲偏热数据的风险，\"分析师写道，\"若CPI超预期，市场叙事将迅速转向滞胀担忧，尤其是在上周就业数据偏弱的背景下。\"不过，富国银行同时指出，二季度企业盈利同比增长30%，超出市场预期8%，为四年多来最强劲增速，这在一定程度上仍对股市构成支撑。更长期隐患：AI通胀与市场结构信号尽管短期通胀前景相对温和，但Societe Generale的分析师Andrew Lapthorne指出，股票市场的结构正在发出警示信号。该行基于与通胀最相关的发达市场股票构建的股市通胀代理指数，过去12个月大幅跑赢MSCI世界指数，累计上涨71%。Lapthorne表示：\"市场不再预期矛盾的'强劲盈利增长+降息'组合，而是认为如此强劲的盈利增长通常伴随着加息需求。\"与此同时，与AI产业链相关的大宗商品正面临上涨压力。据悉，内存价格飙升可能推高核心PCE达0.5个百分点。高盛预计，7月核心PCE月率将录得较大的0.26%涨幅，部分反映二季度股价涨幅以滞后方式传导至投资组合管理服务成本的影响。该项目分类的方法论调整将于9月底实施，届时相关数据或被修订下调，但12月的再次修订可能重新引入强相关性。后续数据仍多，9月决策依然悬而未决即便今晚CPI结果明朗，9月加息走向仍未盖棺论定。在9月16日FOMC会议前，美联储还将接收8月非农就业、8月CPI及8月PPI数据，而8月PCE则将在会议结束后方才公布。这意味着政策预期在未来数周内仍有充足的转变空间。综合来看，最大概率情景是数据符合预期，既不足以重燃9月加息火焰，也难以令市场彻底打消紧缩预期。鹰鸽之争的最终裁量权，仍握在后续数据与沃什之手。","news_type":1,"symbols_score_info":{"QQQ":2,"ESmain":2,"US2Y.BOND":1.5,"IBIH":1.5,".DJI":2,"HYKE":1.5,"RYSE":1.5,"PFIX":1.5,"VIX":2,"SVXY":0.6,"US5Y.BOND":1.5,"TQQQ":2,"LIBD":1.5,"TLT":0.6,"US12M.BOND":1.5,"YMmain":2,"TLTW":0.6,"US30Y.BOND":1.5,"USIN":1.5,"VIXmain":2,"VIXY":2,"VXX":2,"SVIX":0.6,"UVIX":0.6,"TMF":0.6,"IBII":1.5,"IBIE":1.5,"US3Y.BOND":1.5,"SQQQ":2,"UVXY":0.6,"IBID":1.5,"AGZD":1.5,"US7Y.BOND":1.5,"US6M.BOND":1.5,".IXIC":2,"STIP":1.5,"IBIK":1.5,".SPX":2,"IBTH":1.5,"SBND":1.5,"US10Y.BOND":1.5,"IBTK":1.5,"AGIH":1.5,"NQmain":2}},"isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":589163767566360,"gmtCreate":1784868907566,"gmtModify":1784868909331,"author":{"id":"4093185301808780","authorId":"4093185301808780","name":"圣利花开","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093185301808780","authorIdStr":"4093185301808780"},"themes":[],"title":"","htmlText":"这折扣估计暗盘都得破发","listText":"这折扣估计暗盘都得破发","text":"这折扣估计暗盘都得破发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/589163767566360","repostId":"2653770667","repostType":2,"repost":{"id":"2653770667","kind":"live","pubTimestamp":1784857379,"share":"https://www.laohunote.com/m/news/2653770667?lang=zh_CN&edition=full","pubTime":"2026-07-24 09:42","market":"hk","language":"zh","title":"中际旭创据悉将提前结束其香港招股的投资者认购","url":"https://stock-news.laohu8.com/highlight/detail?id=2653770667","media":"智通财经","summary":"【中际旭创据悉将提前结束其香港招股的投资者认购】知情人士称，中际旭创计划周五下午5点停止接受投资者对其香港招股的认购，较原计划提前一个工作日结束簿记。交易条款显示，该公司原定于7月27日结束机构投资者","content":"<html><body><div>\n<div>\n<b>【中际旭创据悉将提前结束其香港招股的投资者认购】</b>知情人士称，中际旭创计划周五下午5点停止接受投资者对其香港招股的认购，较原计划提前一个工作日结束簿记。交易条款显示，该公司原定于7月27日结束机构投资者的认购。知情人士称，投资者表达的认购意向达到招股规模的数倍。中际旭创计划通过香港上市融资不超过70亿美元，周三开始接受投资者认购。                </div>\n</div></body></html>","source":"live_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>中际旭创据悉将提前结束其香港招股的投资者认购</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中际旭创据悉将提前结束其香港招股的投资者认购\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-24 09:42 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【中际旭创据悉将提前结束其香港招股的投资者认购】知情人士称，中际旭创计划周五下午5点停止接受投资者对其香港招股的认购，较原计划提前一个工作日结束簿记。交易条款显示，该公司原定于7月27日结束机构投资者的认购。知情人士称，投资者表达的认购意向达到招股规模的数倍。中际旭创计划通过香港上市融资不超过70亿美元，周三开始接受投资者认购。</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IPOS":"Renaissance International IPO ETF","BK1249":"综合零售","BK1122":"百货商店","03308":"中际旭创","BK1533":"百货业股"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2653770667","content_text":"【中际旭创据悉将提前结束其香港招股的投资者认购】知情人士称，中际旭创计划周五下午5点停止接受投资者对其香港招股的认购，较原计划提前一个工作日结束簿记。交易条款显示，该公司原定于7月27日结束机构投资者的认购。知情人士称，投资者表达的认购意向达到招股规模的数倍。中际旭创计划通过香港上市融资不超过70亿美元，周三开始接受投资者认购。","news_type":1,"symbols_score_info":{"IPOS":1.5,"03308":1.5}},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":588919029548320,"gmtCreate":1784810563947,"gmtModify":1784810566048,"author":{"id":"4093185301808780","authorId":"4093185301808780","name":"圣利花开","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093185301808780","authorIdStr":"4093185301808780"},"themes":[],"title":"","htmlText":"感觉给他弄下去吧，这几年美股被他搞惨了","listText":"感觉给他弄下去吧，这几年美股被他搞惨了","text":"感觉给他弄下去吧，这几年美股被他搞惨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/588919029548320","repostId":"1184353505","repostType":2,"repost":{"id":"1184353505","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":1784808980,"share":"https://www.laohunote.com/m/news/1184353505?lang=zh_CN&edition=full","pubTime":"2026-07-23 20:16","market":"us","language":"zh","title":"美股盘前｜美股期指走弱，美油重返90美元上方；谷歌、特斯拉盘前重挫；SK电信盘前涨超12%，AI概念持续活跃；Rollins盘前跌16%，Medpace飙16%","url":"https://stock-news.laohu8.com/highlight/detail?id=1184353505","media":"老虎资讯综合","summary":"监管机构认定其在搜索及应用分发环节存在偏袒自家服务行为，谷歌称将调整多项产品功能以合规。","content":"<html><head></head><body><h2 style=\"text-align: left;\"><strong>01 股市</strong></h2><p style=\"text-align: left;\"><strong>截至7月23日，美股三大期指集体走弱，道指期货跌0.64%；标普500期跌0.62%；纳指100期指跌0.87%。</strong>油价连日上冲、地缘风险升温，引发市场对通胀与后续加息的顾虑，科技板块承压，盘前抛压主要集中于前期涨幅较大的权重股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff9c1a01c9ca87e1360c2a02a9e0afb4\" data-align=\"center\" tg-width=\"796\" tg-height=\"166\"/><span></span></p><p style=\"text-align: left;\"><strong>热门股异动方面：</strong>财报引爆行情分化。特斯拉盘前下挫7.0%，自由现金流意外转负令投资者担忧；谷歌A、GOOG双双回落近5%，公司再次大幅上调全年资本开支；SK电信大涨约12%，宣布投入7,500亿韩元打造AI数据中心平台“SK Hyper”；ServiceNow受业绩超预期提振，股价跃升逾5%；存储、半导体链走强，SK海力士、英特尔、超微电脑、ServiceNow等均录得1%–5%的升幅。</p><p style=\"text-align: left;\"><strong>中概异动：</strong>理想汽车涨2.7%，小鹏汽车续升1.3%，拼多多、京东、百度盘前小幅抬升；阿里巴巴、腾讯音乐轻微整理，台积电受行业情绪拖累小幅回调。</p><h2 style=\"text-align: left;\"><strong>02 其他市场</strong></h2><p style=\"text-align: left;\"><strong>7月23日十年美债收益率上升0.82%，最新收益率为4.70%。</strong></p><p style=\"text-align: left;\"><strong>7月23日美元兑离岸人民币下降0.05%，报6.79；美元兑港币上升0.01%，报7.84。</strong></p><p style=\"text-align: left;\"><strong>7月23日美元指数上升0.12%，报101.26。</strong></p><p style=\"text-align: left;\"><strong>7月23日美原油主连期货上升4.41%，报90.66美元/桶；纽约金主连期货下降1.53%，报4,088.50美元/盎司。</strong></p><h2 style=\"text-align: left;\"><strong>03 要闻</strong></h2><p style=\"text-align: left;\">1.谷歌盘前跌逾4%，第二季度营收和利润均超预期，但公司将2026年资本支出预期上调至1950亿至2050亿美元，以加大人工智能投资，引发市场对利润率及自由现金流的担忧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ec18dc54303eab240431cc704433721\" data-align=\"center\" tg-width=\"286\" tg-height=\"153\"/><span></span></p><p style=\"text-align: left;\">2.特斯拉盘前跌逾7%，第二季度营收282.4亿美元，高于市场预期，但调整后每股收益及EBITDA均不及预期，自由现金流时隔两年多首次转为负值。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cf751ab22c53e160af1f90ca93e47d4\" data-align=\"center\" tg-width=\"286\" tg-height=\"150\"/><span></span></p><p style=\"text-align: left;\">3.德州仪器盘前跌超4%，尽管第二季度营收54.6亿美元、每股收益2.14美元均超市场预期，但在芯片板块前期大涨后，高预期令股价承压。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fcd739754a84926502ca2f77b50bbf82\" data-align=\"center\" tg-width=\"265\" tg-height=\"148\"/><span></span></p><p style=\"text-align: left;\">4.IBM盘前跌近2%，第二季度营收及利润均低于市场预期。此前公司公布初步业绩后，股价已遭遇历史最大单周跌幅，市场对此已有一定消化。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/afdcc5994c6408173699e8eab26fad12\" data-align=\"center\" tg-width=\"279\" tg-height=\"156\"/><span></span></p><p style=\"text-align: left;\">5.ServiceNow盘前涨4.78%，第二季度营收和盈利均超市场预期，缓解了投资者对人工智能冲击其软件业务的担忧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c677d9636a88104b4e3d809fde681990\" data-align=\"center\" tg-width=\"297\" tg-height=\"166\"/><span></span></p><p style=\"text-align: left;\">6.Lockheed Martin盘前涨约5%，第二季度营收及每股收益均超预期，并上调全年盈利指引。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10b8ab406fe152d8d309c8e762555f33\" data-align=\"center\" tg-width=\"304\" tg-height=\"163\"/><span></span></p><p style=\"text-align: left;\">7.康卡斯特（Comcast）盘前小幅涨0.6%，第二季度营收和盈利均超市场预期，抵消了宽带用户持续流失带来的负面影响。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0f847a88aa9091efdf42e72ad1e3d01c\" data-align=\"center\" tg-width=\"325\" tg-height=\"139\"/><span></span></p><p style=\"text-align: left;\">8.雀巢盘前跌近7%，公司宣布出售饮用水业务50%股权，同时受重组成本上升拖累，上半年利润下滑。</p><p style=\"text-align: left;\">9.Rollins 盘前大幅下跌约16%。公司第二季度业绩低于华尔街预期，每股收益0.30美元，营收10.8亿美元；FactSet调查分析师此前预计每股收益0.34美元、营收10.9亿美元。管理层表示，公司住宅害虫防治业务部分地区增长放缓，对业绩造成拖累。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40a18a144f72bbb18259d9920868c660\" data-align=\"center\" tg-width=\"261\" tg-height=\"147\"/><span></span></p><p style=\"text-align: left;\">10.Shutterstock 盘前下跌近3%。公司宣布暂停季度股息。此外，在Getty Images放弃收购Shutterstock交易两周后，前首席执行官Paul Hennessy已于7月13日立即辞职。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8df7a74f58144e6343f70e2870cd65d\" data-align=\"center\" tg-width=\"309\" tg-height=\"133\"/><span></span></p><p style=\"text-align: left;\">11.Medpace Holdings 盘前飙升约16%。公司第二季度每股收益及营收均超出华尔街预期，并将全年每股收益、营收及EBITDA指引全面上调，高于此前预测。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da39e275620e0494a1a0cde098f179ee\" data-align=\"center\" tg-width=\"382\" tg-height=\"145\"/><span></span></p><p style=\"text-align: left;\">12.United Rentals 盘前上涨8%。公司第二季度调整后每股收益12.76美元，营收44.1亿美元，均超过FactSet调查分析师平均预期（每股收益11.54美元、营收42.1亿美元）。公司还上调全年业绩展望，预计全年营收为175亿至178亿美元，高于市场预计的172.7亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0538cae24c7d3dfc04eb3e966ba0cc50\" data-align=\"center\" tg-width=\"297\" tg-height=\"138\"/><span></span></p><p style=\"text-align: left;\">13. <strong>AMD将发布全新数据中心级AI硬件，与英伟达正面竞争。</strong>公司将在旧金山举办发布会，推出首代服务器机架系统Helios及Venice CPU，为推理计算市场提供新方案，并计划向Anthropic供应Instinct MI450芯片。</p><p style=\"text-align: left;\">14. <strong>SK电信宣布投资7,500亿韩元成立“SK Hyper”布局AI数据中心。</strong>该计划聚焦大模型算力需求，带动公司美股盘前涨幅逾12%，反映投资者对其AI转型前景充满期待。</p><p style=\"text-align: left;\">15. <strong>黑石受益AI相关投资，可分配收益增长并管理资产突破1.35万亿美元。</strong>公司披露九项升值最快项目与人工智能相关，显示其在新技术赛道的布局正获得回报。</p><p style=\"text-align: left;\">16. <strong>RTX上调全年销售及盈利预期，商用维修与导弹系统需求火热。</strong>积压订单增至2,890亿美元，其中商用及国防订单均实现两位数扩张，股价盘前走高。</p><p style=\"text-align: left;\">17. <strong>IMAX二季度净利润同比跳增30%，内容繁荣助推全球票房创新高。</strong>热门大片拉动收入增长12%，公司称大银幕需求持续，盘前股价上涨约7%。</p><p style=\"text-align: left;\">18. <strong>欧盟依据科技反垄断法规对谷歌处以10.2亿美元罚款。</strong>监管机构认定其在搜索及应用分发环节存在偏袒自家服务行为，谷歌称将调整多项产品功能以合规。</p><p style=\"text-align: left;\">19. <strong>中国人民银行宣布以招标方式开展5,000亿元一年期MLF操作。</strong>此举旨在维持银行体系流动性充裕，市场关注央行后续政策取向。</p><p style=\"text-align: left;\">资料来源：公开市场数据</p><p style=\"text-align: left;\">免责声明：本内容仅供参考，不构成任何投资建议</p><p style=\"text-align: left;\"></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>美股盘前｜美股期指走弱，美油重返90美元上方；谷歌、特斯拉盘前重挫；SK电信盘前涨超12%，AI概念持续活跃；Rollins盘前跌16%，Medpace飙16%</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{ 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#494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股盘前｜美股期指走弱，美油重返90美元上方；谷歌、特斯拉盘前重挫；SK电信盘前涨超12%，AI概念持续活跃；Rollins盘前跌16%，Medpace飙16%\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\">2026-07-23 20:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 style=\"text-align: left;\"><strong>01 股市</strong></h2><p style=\"text-align: left;\"><strong>截至7月23日，美股三大期指集体走弱，道指期货跌0.64%；标普500期跌0.62%；纳指100期指跌0.87%。</strong>油价连日上冲、地缘风险升温，引发市场对通胀与后续加息的顾虑，科技板块承压，盘前抛压主要集中于前期涨幅较大的权重股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff9c1a01c9ca87e1360c2a02a9e0afb4\" data-align=\"center\" tg-width=\"796\" tg-height=\"166\"/><span></span></p><p style=\"text-align: left;\"><strong>热门股异动方面：</strong>财报引爆行情分化。特斯拉盘前下挫7.0%，自由现金流意外转负令投资者担忧；谷歌A、GOOG双双回落近5%，公司再次大幅上调全年资本开支；SK电信大涨约12%，宣布投入7,500亿韩元打造AI数据中心平台“SK Hyper”；ServiceNow受业绩超预期提振，股价跃升逾5%；存储、半导体链走强，SK海力士、英特尔、超微电脑、ServiceNow等均录得1%–5%的升幅。</p><p style=\"text-align: left;\"><strong>中概异动：</strong>理想汽车涨2.7%，小鹏汽车续升1.3%，拼多多、京东、百度盘前小幅抬升；阿里巴巴、腾讯音乐轻微整理，台积电受行业情绪拖累小幅回调。</p><h2 style=\"text-align: left;\"><strong>02 其他市场</strong></h2><p style=\"text-align: left;\"><strong>7月23日十年美债收益率上升0.82%，最新收益率为4.70%。</strong></p><p style=\"text-align: left;\"><strong>7月23日美元兑离岸人民币下降0.05%，报6.79；美元兑港币上升0.01%，报7.84。</strong></p><p style=\"text-align: left;\"><strong>7月23日美元指数上升0.12%，报101.26。</strong></p><p style=\"text-align: left;\"><strong>7月23日美原油主连期货上升4.41%，报90.66美元/桶；纽约金主连期货下降1.53%，报4,088.50美元/盎司。</strong></p><h2 style=\"text-align: left;\"><strong>03 要闻</strong></h2><p style=\"text-align: left;\">1.谷歌盘前跌逾4%，第二季度营收和利润均超预期，但公司将2026年资本支出预期上调至1950亿至2050亿美元，以加大人工智能投资，引发市场对利润率及自由现金流的担忧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ec18dc54303eab240431cc704433721\" data-align=\"center\" tg-width=\"286\" tg-height=\"153\"/><span></span></p><p style=\"text-align: left;\">2.特斯拉盘前跌逾7%，第二季度营收282.4亿美元，高于市场预期，但调整后每股收益及EBITDA均不及预期，自由现金流时隔两年多首次转为负值。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cf751ab22c53e160af1f90ca93e47d4\" data-align=\"center\" tg-width=\"286\" tg-height=\"150\"/><span></span></p><p style=\"text-align: left;\">3.德州仪器盘前跌超4%，尽管第二季度营收54.6亿美元、每股收益2.14美元均超市场预期，但在芯片板块前期大涨后，高预期令股价承压。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fcd739754a84926502ca2f77b50bbf82\" data-align=\"center\" tg-width=\"265\" tg-height=\"148\"/><span></span></p><p style=\"text-align: left;\">4.IBM盘前跌近2%，第二季度营收及利润均低于市场预期。此前公司公布初步业绩后，股价已遭遇历史最大单周跌幅，市场对此已有一定消化。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/afdcc5994c6408173699e8eab26fad12\" data-align=\"center\" tg-width=\"279\" tg-height=\"156\"/><span></span></p><p style=\"text-align: left;\">5.ServiceNow盘前涨4.78%，第二季度营收和盈利均超市场预期，缓解了投资者对人工智能冲击其软件业务的担忧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c677d9636a88104b4e3d809fde681990\" data-align=\"center\" tg-width=\"297\" tg-height=\"166\"/><span></span></p><p style=\"text-align: left;\">6.Lockheed Martin盘前涨约5%，第二季度营收及每股收益均超预期，并上调全年盈利指引。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10b8ab406fe152d8d309c8e762555f33\" data-align=\"center\" tg-width=\"304\" tg-height=\"163\"/><span></span></p><p style=\"text-align: left;\">7.康卡斯特（Comcast）盘前小幅涨0.6%，第二季度营收和盈利均超市场预期，抵消了宽带用户持续流失带来的负面影响。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0f847a88aa9091efdf42e72ad1e3d01c\" data-align=\"center\" tg-width=\"325\" tg-height=\"139\"/><span></span></p><p style=\"text-align: left;\">8.雀巢盘前跌近7%，公司宣布出售饮用水业务50%股权，同时受重组成本上升拖累，上半年利润下滑。</p><p style=\"text-align: left;\">9.Rollins 盘前大幅下跌约16%。公司第二季度业绩低于华尔街预期，每股收益0.30美元，营收10.8亿美元；FactSet调查分析师此前预计每股收益0.34美元、营收10.9亿美元。管理层表示，公司住宅害虫防治业务部分地区增长放缓，对业绩造成拖累。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40a18a144f72bbb18259d9920868c660\" data-align=\"center\" tg-width=\"261\" tg-height=\"147\"/><span></span></p><p style=\"text-align: left;\">10.Shutterstock 盘前下跌近3%。公司宣布暂停季度股息。此外，在Getty Images放弃收购Shutterstock交易两周后，前首席执行官Paul Hennessy已于7月13日立即辞职。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8df7a74f58144e6343f70e2870cd65d\" data-align=\"center\" tg-width=\"309\" tg-height=\"133\"/><span></span></p><p style=\"text-align: left;\">11.Medpace Holdings 盘前飙升约16%。公司第二季度每股收益及营收均超出华尔街预期，并将全年每股收益、营收及EBITDA指引全面上调，高于此前预测。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da39e275620e0494a1a0cde098f179ee\" data-align=\"center\" tg-width=\"382\" tg-height=\"145\"/><span></span></p><p style=\"text-align: left;\">12.United Rentals 盘前上涨8%。公司第二季度调整后每股收益12.76美元，营收44.1亿美元，均超过FactSet调查分析师平均预期（每股收益11.54美元、营收42.1亿美元）。公司还上调全年业绩展望，预计全年营收为175亿至178亿美元，高于市场预计的172.7亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0538cae24c7d3dfc04eb3e966ba0cc50\" data-align=\"center\" tg-width=\"297\" tg-height=\"138\"/><span></span></p><p style=\"text-align: left;\">13. <strong>AMD将发布全新数据中心级AI硬件，与英伟达正面竞争。</strong>公司将在旧金山举办发布会，推出首代服务器机架系统Helios及Venice CPU，为推理计算市场提供新方案，并计划向Anthropic供应Instinct MI450芯片。</p><p style=\"text-align: left;\">14. <strong>SK电信宣布投资7,500亿韩元成立“SK Hyper”布局AI数据中心。</strong>该计划聚焦大模型算力需求，带动公司美股盘前涨幅逾12%，反映投资者对其AI转型前景充满期待。</p><p style=\"text-align: left;\">15. <strong>黑石受益AI相关投资，可分配收益增长并管理资产突破1.35万亿美元。</strong>公司披露九项升值最快项目与人工智能相关，显示其在新技术赛道的布局正获得回报。</p><p style=\"text-align: left;\">16. <strong>RTX上调全年销售及盈利预期，商用维修与导弹系统需求火热。</strong>积压订单增至2,890亿美元，其中商用及国防订单均实现两位数扩张，股价盘前走高。</p><p style=\"text-align: left;\">17. <strong>IMAX二季度净利润同比跳增30%，内容繁荣助推全球票房创新高。</strong>热门大片拉动收入增长12%，公司称大银幕需求持续，盘前股价上涨约7%。</p><p style=\"text-align: left;\">18. <strong>欧盟依据科技反垄断法规对谷歌处以10.2亿美元罚款。</strong>监管机构认定其在搜索及应用分发环节存在偏袒自家服务行为，谷歌称将调整多项产品功能以合规。</p><p style=\"text-align: left;\">19. <strong>中国人民银行宣布以招标方式开展5,000亿元一年期MLF操作。</strong>此举旨在维持银行体系流动性充裕，市场关注央行后续政策取向。</p><p style=\"text-align: left;\">资料来源：公开市场数据</p><p style=\"text-align: left;\">免责声明：本内容仅供参考，不构成任何投资建议</p><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/32f76f2b955be371110b877bebef37ba","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184353505","content_text":"01 股市截至7月23日，美股三大期指集体走弱，道指期货跌0.64%；标普500期跌0.62%；纳指100期指跌0.87%。油价连日上冲、地缘风险升温，引发市场对通胀与后续加息的顾虑，科技板块承压，盘前抛压主要集中于前期涨幅较大的权重股。热门股异动方面：财报引爆行情分化。特斯拉盘前下挫7.0%，自由现金流意外转负令投资者担忧；谷歌A、GOOG双双回落近5%，公司再次大幅上调全年资本开支；SK电信大涨约12%，宣布投入7,500亿韩元打造AI数据中心平台“SK Hyper”；ServiceNow受业绩超预期提振，股价跃升逾5%；存储、半导体链走强，SK海力士、英特尔、超微电脑、ServiceNow等均录得1%–5%的升幅。中概异动：理想汽车涨2.7%，小鹏汽车续升1.3%，拼多多、京东、百度盘前小幅抬升；阿里巴巴、腾讯音乐轻微整理，台积电受行业情绪拖累小幅回调。02 其他市场7月23日十年美债收益率上升0.82%，最新收益率为4.70%。7月23日美元兑离岸人民币下降0.05%，报6.79；美元兑港币上升0.01%，报7.84。7月23日美元指数上升0.12%，报101.26。7月23日美原油主连期货上升4.41%，报90.66美元/桶；纽约金主连期货下降1.53%，报4,088.50美元/盎司。03 要闻1.谷歌盘前跌逾4%，第二季度营收和利润均超预期，但公司将2026年资本支出预期上调至1950亿至2050亿美元，以加大人工智能投资，引发市场对利润率及自由现金流的担忧。2.特斯拉盘前跌逾7%，第二季度营收282.4亿美元，高于市场预期，但调整后每股收益及EBITDA均不及预期，自由现金流时隔两年多首次转为负值。3.德州仪器盘前跌超4%，尽管第二季度营收54.6亿美元、每股收益2.14美元均超市场预期，但在芯片板块前期大涨后，高预期令股价承压。4.IBM盘前跌近2%，第二季度营收及利润均低于市场预期。此前公司公布初步业绩后，股价已遭遇历史最大单周跌幅，市场对此已有一定消化。5.ServiceNow盘前涨4.78%，第二季度营收和盈利均超市场预期，缓解了投资者对人工智能冲击其软件业务的担忧。6.Lockheed Martin盘前涨约5%，第二季度营收及每股收益均超预期，并上调全年盈利指引。7.康卡斯特（Comcast）盘前小幅涨0.6%，第二季度营收和盈利均超市场预期，抵消了宽带用户持续流失带来的负面影响。8.雀巢盘前跌近7%，公司宣布出售饮用水业务50%股权，同时受重组成本上升拖累，上半年利润下滑。9.Rollins 盘前大幅下跌约16%。公司第二季度业绩低于华尔街预期，每股收益0.30美元，营收10.8亿美元；FactSet调查分析师此前预计每股收益0.34美元、营收10.9亿美元。管理层表示，公司住宅害虫防治业务部分地区增长放缓，对业绩造成拖累。10.Shutterstock 盘前下跌近3%。公司宣布暂停季度股息。此外，在Getty Images放弃收购Shutterstock交易两周后，前首席执行官Paul Hennessy已于7月13日立即辞职。11.Medpace Holdings 盘前飙升约16%。公司第二季度每股收益及营收均超出华尔街预期，并将全年每股收益、营收及EBITDA指引全面上调，高于此前预测。12.United Rentals 盘前上涨8%。公司第二季度调整后每股收益12.76美元，营收44.1亿美元，均超过FactSet调查分析师平均预期（每股收益11.54美元、营收42.1亿美元）。公司还上调全年业绩展望，预计全年营收为175亿至178亿美元，高于市场预计的172.7亿美元。13. AMD将发布全新数据中心级AI硬件，与英伟达正面竞争。公司将在旧金山举办发布会，推出首代服务器机架系统Helios及Venice CPU，为推理计算市场提供新方案，并计划向Anthropic供应Instinct MI450芯片。14. SK电信宣布投资7,500亿韩元成立“SK Hyper”布局AI数据中心。该计划聚焦大模型算力需求，带动公司美股盘前涨幅逾12%，反映投资者对其AI转型前景充满期待。15. 黑石受益AI相关投资，可分配收益增长并管理资产突破1.35万亿美元。公司披露九项升值最快项目与人工智能相关，显示其在新技术赛道的布局正获得回报。16. RTX上调全年销售及盈利预期，商用维修与导弹系统需求火热。积压订单增至2,890亿美元，其中商用及国防订单均实现两位数扩张，股价盘前走高。17. IMAX二季度净利润同比跳增30%，内容繁荣助推全球票房创新高。热门大片拉动收入增长12%，公司称大银幕需求持续，盘前股价上涨约7%。18. 欧盟依据科技反垄断法规对谷歌处以10.2亿美元罚款。监管机构认定其在搜索及应用分发环节存在偏袒自家服务行为，谷歌称将调整多项产品功能以合规。19. 中国人民银行宣布以招标方式开展5,000亿元一年期MLF操作。此举旨在维持银行体系流动性充裕，市场关注央行后续政策取向。资料来源：公开市场数据免责声明：本内容仅供参考，不构成任何投资建议","news_type":1,"symbols_score_info":{"ESmain":0.6,"NQmain":0.6,"YMmain":0.6}},"isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":588917352973552,"gmtCreate":1784810150572,"gmtModify":1784811522473,"author":{"id":"4093185301808780","authorId":"4093185301808780","name":"圣利花开","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093185301808780","authorIdStr":"4093185301808780"},"themes":[],"title":"","htmlText":"加息吧，让特朗普下台","listText":"加息吧，让特朗普下台","text":"加息吧，让特朗普下台","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/588917352973552","repostId":"1173197933","repostType":4,"repost":{"id":"1173197933","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":1784810015,"share":"https://www.laohunote.com/m/news/1173197933?lang=zh_CN&edition=full","pubTime":"2026-07-23 20:33","market":"us","language":"zh","title":"美国上周首次申领失业救济人数为18.7万人，低于市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1173197933","media":"老虎资讯综合","summary":"美国至7月18日当周初请失业金人数18.7万人，预期21.2万人，前值由20.8万人修正为20.9万人","content":"<p style=\"text-align: left;\"><span>美国上周首次申领失业救济人数为18.7万人，预估为21.1万人，前值为20.8万人。</span></p>","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>美国上周首次申领失业救济人数为18.7万人，低于市场预期</title>\n<style 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快跌到500吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586810069704968","isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583851532394872,"gmtCreate":1783573307360,"gmtModify":1783573309161,"author":{"id":"4093185301808780","authorId":"4093185301808780","name":"圣利花开","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093185301808780","authorIdStr":"4093185301808780"},"themes":[],"title":"","htmlText":"[弱]&nbsp;&nbsp;","listText":"[弱]&nbsp;&nbsp;","text":"[弱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583851532394872","repostId":"2649940959","repostType":2,"repost":{"id":"2649940959","kind":"news","pubTimestamp":1783522254,"share":"https://www.laohunote.com/m/news/2649940959?lang=zh_CN&edition=full","pubTime":"2026-07-08 22:50","market":"sh","language":"zh","title":"永康控股(02523)已决定目前将不会进行全球发售及上市","url":"https://stock-news.laohu8.com/highlight/detail?id=2649940959","media":"智通财经","summary":"智通财经APP讯，永康控股(02523)发布公告，本公司已决定目前将不会进行全球发售及上市。经咨询整体协调人及审慎周详考虑后，本公司已决定目前将不会进行全球发售及上市，并拟探讨潜在方案。因此，有关国际发售的国际包销协议将不会订立，而有关香港公开发售的香港包销协议将不会成为无条件。本公司注意到，香港发售股份已获超额认购，本公司谨此就对本公司感兴趣的投资者以及彼等于全球发售期间的支持致谢。","content":"<html><body><p>智通财经APP讯，永康控股(02523)发布公告，本公司已决定目前将不会进行全球发售及上市。</p><p>经咨询整体协调人及审慎周详考虑后，本公司已决定目前将不会进行全球发售及上市，并拟探讨潜在方案。因此，有关国际发售的国际包销协议将不会订立，而有关香港公开发售的香港包销协议将不会成为无条件。</p><p>本公司注意到，香港发售股份已获超额认购，本公司谨此就对本公司感兴趣的投资者以及彼等于全球发售期间的支持致谢。</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\" 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#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永康控股(02523)已决定目前将不会进行全球发售及上市\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-08 22:50 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1464999.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP讯，永康控股(02523)发布公告，本公司已决定目前将不会进行全球发售及上市。经咨询整体协调人及审慎周详考虑后，本公司已决定目前将不会进行全球发售及上市，并拟探讨潜在方案。因此，有关国际发售的国际包销协议将不会订立，而有关香港公开发售的香港包销协议将不会成为无条件。本公司注意到，香港发售股份已获超额认购，本公司谨此就对本公司感兴趣的投资者以及彼等于全球发售期间的支持致谢。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1464999.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02523":"永康控股 ","IPOS":"Renaissance International IPO ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/1464999.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2649940959","content_text":"智通财经APP讯，永康控股(02523)发布公告，本公司已决定目前将不会进行全球发售及上市。经咨询整体协调人及审慎周详考虑后，本公司已决定目前将不会进行全球发售及上市，并拟探讨潜在方案。因此，有关国际发售的国际包销协议将不会订立，而有关香港公开发售的香港包销协议将不会成为无条件。本公司注意到，香港发售股份已获超额认购，本公司谨此就对本公司感兴趣的投资者以及彼等于全球发售期间的支持致谢。","news_type":1,"symbols_score_info":{"IPOS":1.5,"02523":1.5}},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583856874352800,"gmtCreate":1783573280277,"gmtModify":1783574466219,"author":{"id":"4093185301808780","authorId":"4093185301808780","name":"圣利花开","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093185301808780","authorIdStr":"4093185301808780"},"themes":[],"title":"","htmlText":"狗屎公司，以后也不要来港股上市了","listText":"狗屎公司，以后也不要来港股上市了","text":"狗屎公司，以后也不要来港股上市了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583856874352800","repostId":"1119584913","repostType":2,"repost":{"id":"1119584913","kind":"news","weMediaInfo":{"introduction":"港美股公告全覆盖","home_visible":1,"media_name":"公告速递","id":"1097772564","head_image":"https://community-static.tradeup.com/news/ed558ed0402cbe7d1ef4d150458f2b2e"},"pubTimestamp":1783522245,"share":"https://www.laohunote.com/m/news/1119584913?lang=zh_CN&edition=full","pubTime":"2026-07-08 22:50","market":"us","language":"zh","title":"永康控股(02523)宣布终止全球发售及上市　申请股款将于7月13日悉数退回","url":"https://stock-news.laohu8.com/highlight/detail?id=1119584913","media":"公告速递","summary":"2026年7月8日，永康控股公布，董事会经与整体协调人协商及审慎考虑后，决定目前不进行全球发售及上市；原拟就国际发售的国际包销协议将不予订立，香港公开发售的香港包销协议亦不会成为无条件协议。公司表示，香港发售股份已获超额认购，对投资者的支持表示感谢，并称将探讨其他潜在方案。","content":"<p>2026年7月8日，永康控股(02523)公布，董事会经与整体协调人协商及审慎考虑后，决定目前不进行全球发售及上市；原拟就国际发售的国际包销协议将不予订立，香港公开发售的香港包销协议亦不会成为无条件协议。</p>\n<p>公司表示，香港发售股份已获超额认购，对投资者的支持表示感谢，并称将探讨其他潜在方案。</p>\n<p>根据公告，透过网上白表服务缴付的申请股款（包括1.0%经纪佣金、0.0027%证监会交易征费、0.00565%联交所交易费及0.00015%会财局交易征费）将不计利息悉数退回。</p>\n<p>1. 若申请人通过单一银行账户缴款，退款将于2026年7月13日以网上白表电子自动退款指示方式退回至相关银行账户。  \n2. 若申请人通过多个银行账户缴款，退款将于2026年7月13日或之前以申请人（如为联名申请则为排名首位申请人）为抬头人的退款支票形式，以普通邮递方式寄出，邮误风险由申请人自行承担。  \n3. 通过香港结算EIPO渠道提出申请的投资者，需就退款安排与其经纪或托管商联系。</p>\n<p>公告同时指出，截至公告日，公司尚未向任何申请人发出或交付发售股份的股票，且不会发出股票。</p>\n<p>永康控股董事会由执行董事李雄先生、伍锦明先生（其替任董事为梁伟权先生）、非执行董事MARTI Jean-Christophe, Michel先生、蔡莉琴女士，以及独立非执行董事LAM Shiao Ning女士、龐廷武先生和杨岳明先生组成。</p>","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>永康控股(02523)宣布终止全球发售及上市　申请股款将于7月13日悉数退回</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n永康控股(02523)宣布终止全球发售及上市　申请股款将于7月13日悉数退回\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1097772564\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/ed558ed0402cbe7d1ef4d150458f2b2e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">公告速递 </p>\n<p class=\"h-time\">2026-07-08 22:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2026年7月8日，永康控股(02523)公布，董事会经与整体协调人协商及审慎考虑后，决定目前不进行全球发售及上市；原拟就国际发售的国际包销协议将不予订立，香港公开发售的香港包销协议亦不会成为无条件协议。</p>\n<p>公司表示，香港发售股份已获超额认购，对投资者的支持表示感谢，并称将探讨其他潜在方案。</p>\n<p>根据公告，透过网上白表服务缴付的申请股款（包括1.0%经纪佣金、0.0027%证监会交易征费、0.00565%联交所交易费及0.00015%会财局交易征费）将不计利息悉数退回。</p>\n<p>1. 若申请人通过单一银行账户缴款，退款将于2026年7月13日以网上白表电子自动退款指示方式退回至相关银行账户。  \n2. 若申请人通过多个银行账户缴款，退款将于2026年7月13日或之前以申请人（如为联名申请则为排名首位申请人）为抬头人的退款支票形式，以普通邮递方式寄出，邮误风险由申请人自行承担。  \n3. 通过香港结算EIPO渠道提出申请的投资者，需就退款安排与其经纪或托管商联系。</p>\n<p>公告同时指出，截至公告日，公司尚未向任何申请人发出或交付发售股份的股票，且不会发出股票。</p>\n<p>永康控股董事会由执行董事李雄先生、伍锦明先生（其替任董事为梁伟权先生）、非执行董事MARTI Jean-Christophe, Michel先生、蔡莉琴女士，以及独立非执行董事LAM Shiao Ning女士、龐廷武先生和杨岳明先生组成。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02523":"永康控股 "},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119584913","content_text":"2026年7月8日，永康控股(02523)公布，董事会经与整体协调人协商及审慎考虑后，决定目前不进行全球发售及上市；原拟就国际发售的国际包销协议将不予订立，香港公开发售的香港包销协议亦不会成为无条件协议。\n公司表示，香港发售股份已获超额认购，对投资者的支持表示感谢，并称将探讨其他潜在方案。\n根据公告，透过网上白表服务缴付的申请股款（包括1.0%经纪佣金、0.0027%证监会交易征费、0.00565%联交所交易费及0.00015%会财局交易征费）将不计利息悉数退回。\n1. 若申请人通过单一银行账户缴款，退款将于2026年7月13日以网上白表电子自动退款指示方式退回至相关银行账户。  \n2. 若申请人通过多个银行账户缴款，退款将于2026年7月13日或之前以申请人（如为联名申请则为排名首位申请人）为抬头人的退款支票形式，以普通邮递方式寄出，邮误风险由申请人自行承担。  \n3. 通过香港结算EIPO渠道提出申请的投资者，需就退款安排与其经纪或托管商联系。\n公告同时指出，截至公告日，公司尚未向任何申请人发出或交付发售股份的股票，且不会发出股票。\n永康控股董事会由执行董事李雄先生、伍锦明先生（其替任董事为梁伟权先生）、非执行董事MARTI Jean-Christophe, Michel先生、蔡莉琴女士，以及独立非执行董事LAM Shiao Ning女士、龐廷武先生和杨岳明先生组成。","news_type":1,"symbols_score_info":{"02523":1}},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583845523506416,"gmtCreate":1783571910956,"gmtModify":1783574440061,"author":{"id":"4093185301808780","authorId":"4093185301808780","name":"圣利花开","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093185301808780","authorIdStr":"4093185301808780"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02523\">$永康控股 (02523)$ </a> 这种狗屎公司，耍大家玩呢，应该把这种公司拉黑，以后也不要上了","listText":"<a href=\"https://laohu8.com/S/02523\">$永康控股 (02523)$ </a> 这种狗屎公司，耍大家玩呢，应该把这种公司拉黑，以后也不要上了","text":"$永康控股 (02523)$ 这种狗屎公司，耍大家玩呢，应该把这种公司拉黑，以后也不要上了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583845523506416","isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570906816023056,"gmtCreate":1780405809804,"gmtModify":1780407319388,"author":{"id":"4093185301808780","authorId":"4093185301808780","name":"圣利花开","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093185301808780","authorIdStr":"4093185301808780"},"themes":[],"title":"","htmlText":"顶住","listText":"顶住","text":"顶住","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570906816023056","repostId":"1184303210","repostType":2,"repost":{"id":"1184303210","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":1779449432,"share":"https://www.laohunote.com/m/news/1184303210?lang=zh_CN&edition=full","pubTime":"2026-05-22 19:30","market":"us","language":"zh","title":"老虎国际：关于近期跨境证券业务监管指引的说明","url":"https://stock-news.laohu8.com/highlight/detail?id=1184303210","media":"老虎资讯综合","summary":"今日，中国证券监督管理委员会联合八部委发布《关于规范内地投资者跨境证券期货基金经营活动的相关通告》，就行业相关经营活动进一步明确监管要求。老虎国际对此高度关注，将严格按照监管机构出台的全行业规范要求，稳步推进相关合规工作。当前，老虎国际全球业务运营一切正常，财务状况稳健。","content":"<p style=\"text-align: left;\">今日，中国证券监督管理委员会（CSRC）联合八部委发布《关于规范内地投资者跨境证券期货基金经营活动的相关通告》，就行业相关经营活动进一步明确监管要求。老虎国际对此高度关注，将严格按照监管机构出台的全行业规范要求，稳步推进相关合规工作。</p><p style=\"text-align: left;\">作为深耕全球市场的持牌金融机构，合规始终是老虎国际经营发展的首要准则。一直以来，公司持续与各地监管机构保持沟通，并严格按照监管要求推进业务调整与合规整改。2023年以来，公司已全面停止为中国内地身份用户开设账户，同步停止对外广告、营销推广及活动，持续加强账户审核、身份核验及反欺诈管理机制，并将主要精力、资源投入在海外市场的经营活动中。</p><p style=\"text-align: left;\">截至2026年第一季度末，中国内地客户资产占集团全球总资产比例约为10%。与此同时，在国际化及多元化战略推动下，新加坡、香港、美国、澳大利亚、新西兰等海外市场的客户规模及资产规模持续保持稳健增长，国际化发展步伐不断加快。</p><p style=\"text-align: left;\">本次监管指引明确面向所有境外金融机构，针对监管机构提出的最新规范要求，老虎国际将继续严格按照监管指引落实相关工作，并在此过程中全力保障客户资产安全，维护正常的市场服务秩序。需要特别说明的是，客户资金始终与公司运营资金严格隔离，并按照监管要求存放于独立托管银行账户中；客户持有的美股、港股及新加坡股资产，分别由美国存管信托及结算公司（DTCC）、香港中央结算有限公司（HKSCC）及新加坡交易所中央托管私人有限公司（CDP）进行托管。我们将全力保障投资者资产安全与合法权益。</p><p style=\"text-align: left;\">当前，老虎国际全球业务运营一切正常，财务状况稳健。公司也将继续坚持“合规先行”的经营理念，在各国家和地区法律法规框架下，为全球客户提供安全、可靠、优质的金融服务，稳步推进长期可持续发展。</p>","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>老虎国际：关于近期跨境证券业务监管指引的说明</title>\n<style 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left;\">今日，中国证券监督管理委员会（CSRC）联合八部委发布《关于规范内地投资者跨境证券期货基金经营活动的相关通告》，就行业相关经营活动进一步明确监管要求。老虎国际对此高度关注，将严格按照监管机构出台的全行业规范要求，稳步推进相关合规工作。</p><p style=\"text-align: left;\">作为深耕全球市场的持牌金融机构，合规始终是老虎国际经营发展的首要准则。一直以来，公司持续与各地监管机构保持沟通，并严格按照监管要求推进业务调整与合规整改。2023年以来，公司已全面停止为中国内地身份用户开设账户，同步停止对外广告、营销推广及活动，持续加强账户审核、身份核验及反欺诈管理机制，并将主要精力、资源投入在海外市场的经营活动中。</p><p style=\"text-align: left;\">截至2026年第一季度末，中国内地客户资产占集团全球总资产比例约为10%。与此同时，在国际化及多元化战略推动下，新加坡、香港、美国、澳大利亚、新西兰等海外市场的客户规模及资产规模持续保持稳健增长，国际化发展步伐不断加快。</p><p style=\"text-align: left;\">本次监管指引明确面向所有境外金融机构，针对监管机构提出的最新规范要求，老虎国际将继续严格按照监管指引落实相关工作，并在此过程中全力保障客户资产安全，维护正常的市场服务秩序。需要特别说明的是，客户资金始终与公司运营资金严格隔离，并按照监管要求存放于独立托管银行账户中；客户持有的美股、港股及新加坡股资产，分别由美国存管信托及结算公司（DTCC）、香港中央结算有限公司（HKSCC）及新加坡交易所中央托管私人有限公司（CDP）进行托管。我们将全力保障投资者资产安全与合法权益。</p><p style=\"text-align: left;\">当前，老虎国际全球业务运营一切正常，财务状况稳健。公司也将继续坚持“合规先行”的经营理念，在各国家和地区法律法规框架下，为全球客户提供安全、可靠、优质的金融服务，稳步推进长期可持续发展。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TIGR":"老虎证券"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184303210","content_text":"今日，中国证券监督管理委员会（CSRC）联合八部委发布《关于规范内地投资者跨境证券期货基金经营活动的相关通告》，就行业相关经营活动进一步明确监管要求。老虎国际对此高度关注，将严格按照监管机构出台的全行业规范要求，稳步推进相关合规工作。作为深耕全球市场的持牌金融机构，合规始终是老虎国际经营发展的首要准则。一直以来，公司持续与各地监管机构保持沟通，并严格按照监管要求推进业务调整与合规整改。2023年以来，公司已全面停止为中国内地身份用户开设账户，同步停止对外广告、营销推广及活动，持续加强账户审核、身份核验及反欺诈管理机制，并将主要精力、资源投入在海外市场的经营活动中。截至2026年第一季度末，中国内地客户资产占集团全球总资产比例约为10%。与此同时，在国际化及多元化战略推动下，新加坡、香港、美国、澳大利亚、新西兰等海外市场的客户规模及资产规模持续保持稳健增长，国际化发展步伐不断加快。本次监管指引明确面向所有境外金融机构，针对监管机构提出的最新规范要求，老虎国际将继续严格按照监管指引落实相关工作，并在此过程中全力保障客户资产安全，维护正常的市场服务秩序。需要特别说明的是，客户资金始终与公司运营资金严格隔离，并按照监管要求存放于独立托管银行账户中；客户持有的美股、港股及新加坡股资产，分别由美国存管信托及结算公司（DTCC）、香港中央结算有限公司（HKSCC）及新加坡交易所中央托管私人有限公司（CDP）进行托管。我们将全力保障投资者资产安全与合法权益。当前，老虎国际全球业务运营一切正常，财务状况稳健。公司也将继续坚持“合规先行”的经营理念，在各国家和地区法律法规框架下，为全球客户提供安全、可靠、优质的金融服务，稳步推进长期可持续发展。","news_type":1,"symbols_score_info":{"TIGR":2}},"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564141941694488,"gmtCreate":1778772567264,"gmtModify":1778772569741,"author":{"id":"4093185301808780","authorId":"4093185301808780","name":"圣利花开","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093185301808780","authorIdStr":"4093185301808780"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/01879\">$曦智科技-P(01879)$ </a> 这个甲尾能稳中一手吗","listText":"<a href=\"https://laohu8.com/S/01879\">$曦智科技-P(01879)$ </a> 这个甲尾能稳中一手吗","text":"$曦智科技-P(01879)$ 这个甲尾能稳中一手吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/555921743759512","isVote":1,"tweetType":1,"viewCount":3769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555578638718048,"gmtCreate":1776673886198,"gmtModify":1776673889082,"author":{"id":"4093185301808780","authorId":"4093185301808780","name":"圣利花开","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093185301808780","authorIdStr":"4093185301808780"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02476\">$胜宏科技(02476)$ </a> 感谢老虎，吃大肉了，哈哈哈。","listText":"<a href=\"https://laohu8.com/S/02476\">$胜宏科技(02476)$ </a> 感谢老虎，吃大肉了，哈哈哈。","text":"$胜宏科技(02476)$ 感谢老虎，吃大肉了，哈哈哈。","images":[{"img":"https://static.tigerbbs.com/89ad0d0919a15b088a6ad6804f956ab1","width":"874","height":"1577"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/555578638718048","isVote":1,"tweetType":1,"viewCount":2518,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570153436041617","authorId":"3570153436041617","name":"玛吉富婆","avatar":"https://static.tigerbbs.com/b315cdaef7cce636facb0ff4a87635b5","crmLevel":6,"crmLevelSwitch":0,"idStr":"3570153436041617","authorIdStr":"3570153436041617"},"content":"这图从哪切出来的？我的找不到呢","text":"这图从哪切出来的？我的找不到呢","html":"这图从哪切出来的？我的找不到呢"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":544386040583208,"gmtCreate":1773932247306,"gmtModify":1773932250000,"author":{"id":"4093185301808780","authorId":"4093185301808780","name":"圣利花开","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093185301808780","authorIdStr":"4093185301808780"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 现在美股科技的远期市盈率已经非常低了，微软跟2022年加息的时候一样，英伟达比2022加息还要低，难道美国也要通缩吗？这太不可思议了！","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 现在美股科技的远期市盈率已经非常低了，微软跟2022年加息的时候一样，英伟达比2022加息还要低，难道美国也要通缩吗？这太不可思议了！","text":"$英伟达(NVDA)$ 现在美股科技的远期市盈率已经非常低了，微软跟2022年加息的时候一样，英伟达比2022加息还要低，难道美国也要通缩吗？这太不可思议了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544386040583208","isVote":1,"tweetType":1,"viewCount":3089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543568137979808,"gmtCreate":1773732597610,"gmtModify":1773732599630,"author":{"id":"4093185301808780","authorId":"4093185301808780","name":"圣利花开","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093185301808780","authorIdStr":"4093185301808780"},"themes":[],"title":"","htmlText":"这是人话吗","listText":"这是人话吗","text":"这是人话吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543568137979808","repostId":"1132677298","repostType":2,"repost":{"id":"1132677298","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":1773731942,"share":"https://www.laohunote.com/m/news/1132677298?lang=zh_CN&edition=full","pubTime":"2026-03-17 15:19","market":"sh","language":"zh","title":"杰富瑞：美国AI泡沬至少两年才会形成，已减持美国科技股，高配中国科技股","url":"https://stock-news.laohu8.com/highlight/detail?id=1132677298","media":"老虎资讯综合","summary":"AI会导致各国就业增长减少及通胀放缓。","content":"<html><head></head><body><p>杰富瑞(Jefferies)全球宏观策略师Mohit Kumar表示，目前不太忧虑美国人工智能(AI)发展出泡沬，即使未来会有泡沬，估计亦需时至少两年时间才会形成。Kumar解释，现在美国超大规模云服务商(Hyperscalers)，其大部分AI资本开支都是来自现金，企业就AI投资而作出的借贷杠杆水平不高，估计要到明年底，借贷杠杆才会升至1999年至2000年科网泡沬时期的水平。</p><p><strong>但他坦言近期已减持美国科技股持仓，原因是市场开始质疑有关资本开支能够带来多少回报。与此同时，Kumar改为高配中国科技股，称相信中国科技股在未来几年甚至几十年都会是大赢家，原因是中国的大模型如DeepSeek，能够以较美国同业为低的成本，做出质素仅略逊于美国同业的大模型。</strong></p><p>Kumar预期美国今年下半年将减息两次，指AI会导致各国就业增长减少及通胀放缓，继而推动全球央行币策更为偏向鸽派。他续指，在各国财政扩张之下，全球流动性已较过往两年大增，这些资金最终都会流入不同资产类别，利好资产表现。</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 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class=\"h-time\">2026-03-17 15:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>杰富瑞(Jefferies)全球宏观策略师Mohit Kumar表示，目前不太忧虑美国人工智能(AI)发展出泡沬，即使未来会有泡沬，估计亦需时至少两年时间才会形成。Kumar解释，现在美国超大规模云服务商(Hyperscalers)，其大部分AI资本开支都是来自现金，企业就AI投资而作出的借贷杠杆水平不高，估计要到明年底，借贷杠杆才会升至1999年至2000年科网泡沬时期的水平。</p><p><strong>但他坦言近期已减持美国科技股持仓，原因是市场开始质疑有关资本开支能够带来多少回报。与此同时，Kumar改为高配中国科技股，称相信中国科技股在未来几年甚至几十年都会是大赢家，原因是中国的大模型如DeepSeek，能够以较美国同业为低的成本，做出质素仅略逊于美国同业的大模型。</strong></p><p>Kumar预期美国今年下半年将减息两次，指AI会导致各国就业增长减少及通胀放缓，继而推动全球央行币策更为偏向鸽派。他续指，在各国财政扩张之下，全球流动性已较过往两年大增，这些资金最终都会流入不同资产类别，利好资产表现。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/277a0aa3d579d4bdcbda0598e0c059ca","relate_stocks":{"BABA":"阿里巴巴","BIDU":"百度","00700":"腾讯控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132677298","content_text":"杰富瑞(Jefferies)全球宏观策略师Mohit Kumar表示，目前不太忧虑美国人工智能(AI)发展出泡沬，即使未来会有泡沬，估计亦需时至少两年时间才会形成。Kumar解释，现在美国超大规模云服务商(Hyperscalers)，其大部分AI资本开支都是来自现金，企业就AI投资而作出的借贷杠杆水平不高，估计要到明年底，借贷杠杆才会升至1999年至2000年科网泡沬时期的水平。但他坦言近期已减持美国科技股持仓，原因是市场开始质疑有关资本开支能够带来多少回报。与此同时，Kumar改为高配中国科技股，称相信中国科技股在未来几年甚至几十年都会是大赢家，原因是中国的大模型如DeepSeek，能够以较美国同业为低的成本，做出质素仅略逊于美国同业的大模型。Kumar预期美国今年下半年将减息两次，指AI会导致各国就业增长减少及通胀放缓，继而推动全球央行币策更为偏向鸽派。他续指，在各国财政扩张之下，全球流动性已较过往两年大增，这些资金最终都会流入不同资产类别，利好资产表现。","news_type":1,"symbols_score_info":{"BABA":2,"00700":2,"BIDU":2}},"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539845737956744,"gmtCreate":1772816407608,"gmtModify":1772816410686,"author":{"id":"4093185301808780","authorId":"4093185301808780","name":"圣利花开","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093185301808780","authorIdStr":"4093185301808780"},"themes":[],"title":"","htmlText":"英伟达12个月翻倍市盈率也能压在60左右，远期市盈率还要更低，也没啥不可能。","listText":"英伟达12个月翻倍市盈率也能压在60左右，远期市盈率还要更低，也没啥不可能。","text":"英伟达12个月翻倍市盈率也能压在60左右，远期市盈率还要更低，也没啥不可能。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/539845737956744","repostId":"1143640955","repostType":2,"repost":{"id":"1143640955","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":1772795662,"share":"https://www.laohunote.com/m/news/1143640955?lang=zh_CN&edition=full","pubTime":"2026-03-06 19:14","market":"us","language":"zh","title":"英伟达股价能在12个月内翻倍吗？这位分析师认为可以","url":"https://stock-news.laohu8.com/highlight/detail?id=1143640955","media":"老虎资讯综合","summary":"英伟达的这段沉寂期不可能持续太久。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 股价最近一直没有太大进展。但根据Tigress Financial Partners分析师的观点，这种情况可能很快会改变，他们预计该股在未来一年内几乎可能翻倍。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/833d1159467d7d0b1dfc5db448d83634\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>由于市场对人工智能投资主题的整体热情有所降温，英伟达股价已经连续数月处于区间震荡的交易模式。但与此同时，这只股票的估值也在不断变得更便宜。</p><p>根据FactSet的数据，英伟达目前的股价对应未来12个月预期收益的市盈率不到22倍。尽管市场预计英伟达在这段时间内的盈利将增长69%，远高于平均水平，但这一估值基本与大盘S&amp;P 500指数相当。</p><p>Ivan Feinseth（Tigress Financial分析师）认为，英伟达的这段沉寂期不可能持续太久。他在周四的一份研究报告中将该股的12个月目标价从350美元上调至360美元，并重申“强力买入”（Strong Buy）评级。</p><p>这是一个相当大胆的预测——目前英伟达股价约为183美元，公司市值约为4.46万亿美元。Feinseth的目标价意味着该公司明年的市值可能接近9万亿美元。这也是FactSet跟踪的所有华尔街分析师中，对英伟达给出的最高目标价，而平均目标价为267.69美元。</p><p>Feinseth写道：“2026年领先的超大规模数据中心运营商和云服务提供商的合计资本支出预计将超过6500亿美元，其中英伟达将获得相当大的一部分。”</p><p>他补充说：“<strong>英伟达的增长正受益于一个规模庞大且持续时间很长的人工智能与加速计算机会。到2030年，AI基础设施支出预计将达到3万亿至4万亿美元。</strong>”</p><p>具体来看，Feinseth预计英伟达在未来12个月将实现4055.5亿美元的营收，以及2907.8亿美元的息税折旧摊销及重组前利润（EBITDAR），或2009.8亿美元的税后净经营利润。</p><p>Feinseth之所以得出这一明显高于市场的目标价，是因为他对英伟达未来12个月的EBITDAR预测给予30倍估值倍数，对税后净经营利润预测给予44倍倍数。</p><p>不过，如果英伟达股价要重新启动上涨，更广泛的市场可能需要对大型科技股整体态度发生明显转变。近期大型科技股并不受市场青睐，同时投资者也担心来自 <a href=\"https://laohu8.com/S/AVGO\">博通</a> 和 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 等公司的竞争威胁。</p><p>英伟达接下来最可能的催化剂是其将于3月16日至19日举行的Nvidia GTC大会。如果最乐观的股价预测要实现，这家芯片制造商很可能需要在大会上展示一些重要的硬件创新成果。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达股价能在12个月内翻倍吗？这位分析师认为可以</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达股价能在12个月内翻倍吗？这位分析师认为可以\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\">2026-03-06 19:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 股价最近一直没有太大进展。但根据Tigress Financial Partners分析师的观点，这种情况可能很快会改变，他们预计该股在未来一年内几乎可能翻倍。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/833d1159467d7d0b1dfc5db448d83634\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>由于市场对人工智能投资主题的整体热情有所降温，英伟达股价已经连续数月处于区间震荡的交易模式。但与此同时，这只股票的估值也在不断变得更便宜。</p><p>根据FactSet的数据，英伟达目前的股价对应未来12个月预期收益的市盈率不到22倍。尽管市场预计英伟达在这段时间内的盈利将增长69%，远高于平均水平，但这一估值基本与大盘S&amp;P 500指数相当。</p><p>Ivan Feinseth（Tigress Financial分析师）认为，英伟达的这段沉寂期不可能持续太久。他在周四的一份研究报告中将该股的12个月目标价从350美元上调至360美元，并重申“强力买入”（Strong Buy）评级。</p><p>这是一个相当大胆的预测——目前英伟达股价约为183美元，公司市值约为4.46万亿美元。Feinseth的目标价意味着该公司明年的市值可能接近9万亿美元。这也是FactSet跟踪的所有华尔街分析师中，对英伟达给出的最高目标价，而平均目标价为267.69美元。</p><p>Feinseth写道：“2026年领先的超大规模数据中心运营商和云服务提供商的合计资本支出预计将超过6500亿美元，其中英伟达将获得相当大的一部分。”</p><p>他补充说：“<strong>英伟达的增长正受益于一个规模庞大且持续时间很长的人工智能与加速计算机会。到2030年，AI基础设施支出预计将达到3万亿至4万亿美元。</strong>”</p><p>具体来看，Feinseth预计英伟达在未来12个月将实现4055.5亿美元的营收，以及2907.8亿美元的息税折旧摊销及重组前利润（EBITDAR），或2009.8亿美元的税后净经营利润。</p><p>Feinseth之所以得出这一明显高于市场的目标价，是因为他对英伟达未来12个月的EBITDAR预测给予30倍估值倍数，对税后净经营利润预测给予44倍倍数。</p><p>不过，如果英伟达股价要重新启动上涨，更广泛的市场可能需要对大型科技股整体态度发生明显转变。近期大型科技股并不受市场青睐，同时投资者也担心来自 <a href=\"https://laohu8.com/S/AVGO\">博通</a> 和 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 等公司的竞争威胁。</p><p>英伟达接下来最可能的催化剂是其将于3月16日至19日举行的Nvidia GTC大会。如果最乐观的股价预测要实现，这家芯片制造商很可能需要在大会上展示一些重要的硬件创新成果。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143640955","content_text":"英伟达 股价最近一直没有太大进展。但根据Tigress Financial Partners分析师的观点，这种情况可能很快会改变，他们预计该股在未来一年内几乎可能翻倍。由于市场对人工智能投资主题的整体热情有所降温，英伟达股价已经连续数月处于区间震荡的交易模式。但与此同时，这只股票的估值也在不断变得更便宜。根据FactSet的数据，英伟达目前的股价对应未来12个月预期收益的市盈率不到22倍。尽管市场预计英伟达在这段时间内的盈利将增长69%，远高于平均水平，但这一估值基本与大盘S&P 500指数相当。Ivan Feinseth（Tigress Financial分析师）认为，英伟达的这段沉寂期不可能持续太久。他在周四的一份研究报告中将该股的12个月目标价从350美元上调至360美元，并重申“强力买入”（Strong Buy）评级。这是一个相当大胆的预测——目前英伟达股价约为183美元，公司市值约为4.46万亿美元。Feinseth的目标价意味着该公司明年的市值可能接近9万亿美元。这也是FactSet跟踪的所有华尔街分析师中，对英伟达给出的最高目标价，而平均目标价为267.69美元。Feinseth写道：“2026年领先的超大规模数据中心运营商和云服务提供商的合计资本支出预计将超过6500亿美元，其中英伟达将获得相当大的一部分。”他补充说：“英伟达的增长正受益于一个规模庞大且持续时间很长的人工智能与加速计算机会。到2030年，AI基础设施支出预计将达到3万亿至4万亿美元。”具体来看，Feinseth预计英伟达在未来12个月将实现4055.5亿美元的营收，以及2907.8亿美元的息税折旧摊销及重组前利润（EBITDAR），或2009.8亿美元的税后净经营利润。Feinseth之所以得出这一明显高于市场的目标价，是因为他对英伟达未来12个月的EBITDAR预测给予30倍估值倍数，对税后净经营利润预测给予44倍倍数。不过，如果英伟达股价要重新启动上涨，更广泛的市场可能需要对大型科技股整体态度发生明显转变。近期大型科技股并不受市场青睐，同时投资者也担心来自 博通 和 美国超微公司 等公司的竞争威胁。英伟达接下来最可能的催化剂是其将于3月16日至19日举行的Nvidia GTC大会。如果最乐观的股价预测要实现，这家芯片制造商很可能需要在大会上展示一些重要的硬件创新成果。","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":3204,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568881705284127","authorId":"3568881705284127","name":"MMSimona","avatar":"https://static.tigerbbs.com/84863575ef7ab84a3f4f2460f5f82f91","crmLevel":1,"crmLevelSwitch":0,"idStr":"3568881705284127","authorIdStr":"3568881705284127"},"content":"英伟达我没有赢过😪","text":"英伟达我没有赢过😪","html":"英伟达我没有赢过😪"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539841518576864,"gmtCreate":1772815333203,"gmtModify":1772815335094,"author":{"id":"4093185301808780","authorId":"4093185301808780","name":"圣利花开","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093185301808780","authorIdStr":"4093185301808780"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 博通月线上看已经启动行情了，达子还装死不合适了吧。。。。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 博通月线上看已经启动行情了，达子还装死不合适了吧。。。。","text":"$英伟达(NVDA)$ 博通月线上看已经启动行情了，达子还装死不合适了吧。。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539841518576864","isVote":1,"tweetType":1,"viewCount":1594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":533841420068248,"gmtCreate":1771353385652,"gmtModify":1771353387925,"author":{"id":"4093185301808780","authorId":"4093185301808780","name":"圣利花开","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093185301808780","authorIdStr":"4093185301808780"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v> 我发现一个非常有趣的事情，微软，谷歌的市盈率居然被砸的比可口可乐还要低了，难道卖糖水比互联网，ai科技更有发展？哈哈哈哈","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v> 我发现一个非常有趣的事情，微软，谷歌的市盈率居然被砸的比可口可乐还要低了，难道卖糖水比互联网，ai科技更有发展？哈哈哈哈","text":"$微软(MSFT)$ 我发现一个非常有趣的事情，微软，谷歌的市盈率居然被砸的比可口可乐还要低了，难道卖糖水比互联网，ai科技更有发展？哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/533841420068248","isVote":1,"tweetType":1,"viewCount":16097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":533840681514544,"gmtCreate":1771353152867,"gmtModify":1771372604008,"author":{"id":"4093185301808780","authorId":"4093185301808780","name":"圣利花开","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093185301808780","authorIdStr":"4093185301808780"},"themes":[],"title":"","htmlText":"ai泡沫风险是无脑看空！英伟达博通的利润增长完全支撑的起市盈率，甚至还很便宜，微软谷歌市盈率已经比可口可乐还低了，难道卖糖水比科技更有未来吗？这太疯狂了！","listText":"ai泡沫风险是无脑看空！英伟达博通的利润增长完全支撑的起市盈率，甚至还很便宜，微软谷歌市盈率已经比可口可乐还低了，难道卖糖水比科技更有未来吗？这太疯狂了！","text":"ai泡沫风险是无脑看空！英伟达博通的利润增长完全支撑的起市盈率，甚至还很便宜，微软谷歌市盈率已经比可口可乐还低了，难道卖糖水比科技更有未来吗？这太疯狂了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/533840681514544","repostId":"2612963465","repostType":2,"repost":{"id":"2612963465","kind":"news","pubTimestamp":1771343880,"share":"https://www.laohunote.com/m/news/2612963465?lang=zh_CN&edition=full","pubTime":"2026-02-17 23:58","market":"sg","language":"zh","title":"英伟达业绩公布在即，市场观点分歧","url":"https://stock-news.laohu8.com/highlight/detail?id=2612963465","media":"环球市场播报","summary":"随着英伟达 (NVDA) 2月25日财报公布日期临近，关于人工智能投资回报率的辩论持续发酵。看涨者认为超大规模企业的支出将持续，而看跌者则警示泡沫风险。英伟达周二早盘下跌0.7%。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065","content":"<html><body><div>\n<p>随着<a href=\"https://laohu8.com/S/NVDA\">英伟达</a> (NVDA) 2月25日财报公布日期临近，关于人工智能投资回报率的辩论持续发酵。看涨者认为超大规模企业的支出将持续，而看跌者则警示泡沫风险。英伟达周二早盘下跌0.7%。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：张俊 SF065</p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达业绩公布在即，市场观点分歧</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英伟达业绩公布在即，市场观点分歧\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-17 23:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-02-17/doc-inhncznu4809760.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着英伟达 (NVDA) 2月25日财报公布日期临近，关于人工智能投资回报率的辩论持续发酵。看涨者认为超大规模企业的支出将持续，而看跌者则警示泡沫风险。英伟达周二早盘下跌0.7%。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-02-17/doc-inhncznu4809760.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis 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我发现一个非常有趣的事情，微软，谷歌的市盈率居然被砸的比可口可乐还要低了，难道卖糖水比互联网，ai科技更有发展？哈哈哈哈","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v> 我发现一个非常有趣的事情，微软，谷歌的市盈率居然被砸的比可口可乐还要低了，难道卖糖水比互联网，ai科技更有发展？哈哈哈哈","text":"$微软(MSFT)$ 我发现一个非常有趣的事情，微软，谷歌的市盈率居然被砸的比可口可乐还要低了，难道卖糖水比互联网，ai科技更有发展？哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/533841420068248","isVote":1,"tweetType":1,"viewCount":16097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570906816023056,"gmtCreate":1780405809804,"gmtModify":1780407319388,"author":{"id":"4093185301808780","authorId":"4093185301808780","name":"圣利花开","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093185301808780","idStr":"4093185301808780"},"themes":[],"title":"","htmlText":"顶住","listText":"顶住","text":"顶住","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570906816023056","repostId":"1184303210","repostType":2,"repost":{"id":"1184303210","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":1779449432,"share":"https://www.laohunote.com/m/news/1184303210?lang=zh_CN&edition=full","pubTime":"2026-05-22 19:30","market":"us","language":"zh","title":"老虎国际：关于近期跨境证券业务监管指引的说明","url":"https://stock-news.laohu8.com/highlight/detail?id=1184303210","media":"老虎资讯综合","summary":"今日，中国证券监督管理委员会联合八部委发布《关于规范内地投资者跨境证券期货基金经营活动的相关通告》，就行业相关经营活动进一步明确监管要求。老虎国际对此高度关注，将严格按照监管机构出台的全行业规范要求，稳步推进相关合规工作。当前，老虎国际全球业务运营一切正常，财务状况稳健。","content":"<p style=\"text-align: left;\">今日，中国证券监督管理委员会（CSRC）联合八部委发布《关于规范内地投资者跨境证券期货基金经营活动的相关通告》，就行业相关经营活动进一步明确监管要求。老虎国际对此高度关注，将严格按照监管机构出台的全行业规范要求，稳步推进相关合规工作。</p><p style=\"text-align: left;\">作为深耕全球市场的持牌金融机构，合规始终是老虎国际经营发展的首要准则。一直以来，公司持续与各地监管机构保持沟通，并严格按照监管要求推进业务调整与合规整改。2023年以来，公司已全面停止为中国内地身份用户开设账户，同步停止对外广告、营销推广及活动，持续加强账户审核、身份核验及反欺诈管理机制，并将主要精力、资源投入在海外市场的经营活动中。</p><p style=\"text-align: left;\">截至2026年第一季度末，中国内地客户资产占集团全球总资产比例约为10%。与此同时，在国际化及多元化战略推动下，新加坡、香港、美国、澳大利亚、新西兰等海外市场的客户规模及资产规模持续保持稳健增长，国际化发展步伐不断加快。</p><p style=\"text-align: left;\">本次监管指引明确面向所有境外金融机构，针对监管机构提出的最新规范要求，老虎国际将继续严格按照监管指引落实相关工作，并在此过程中全力保障客户资产安全，维护正常的市场服务秩序。需要特别说明的是，客户资金始终与公司运营资金严格隔离，并按照监管要求存放于独立托管银行账户中；客户持有的美股、港股及新加坡股资产，分别由美国存管信托及结算公司（DTCC）、香港中央结算有限公司（HKSCC）及新加坡交易所中央托管私人有限公司（CDP）进行托管。我们将全力保障投资者资产安全与合法权益。</p><p style=\"text-align: left;\">当前，老虎国际全球业务运营一切正常，财务状况稳健。公司也将继续坚持“合规先行”的经营理念，在各国家和地区法律法规框架下，为全球客户提供安全、可靠、优质的金融服务，稳步推进长期可持续发展。</p>","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>老虎国际：关于近期跨境证券业务监管指引的说明</title>\n<style 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left;\">今日，中国证券监督管理委员会（CSRC）联合八部委发布《关于规范内地投资者跨境证券期货基金经营活动的相关通告》，就行业相关经营活动进一步明确监管要求。老虎国际对此高度关注，将严格按照监管机构出台的全行业规范要求，稳步推进相关合规工作。</p><p style=\"text-align: left;\">作为深耕全球市场的持牌金融机构，合规始终是老虎国际经营发展的首要准则。一直以来，公司持续与各地监管机构保持沟通，并严格按照监管要求推进业务调整与合规整改。2023年以来，公司已全面停止为中国内地身份用户开设账户，同步停止对外广告、营销推广及活动，持续加强账户审核、身份核验及反欺诈管理机制，并将主要精力、资源投入在海外市场的经营活动中。</p><p style=\"text-align: left;\">截至2026年第一季度末，中国内地客户资产占集团全球总资产比例约为10%。与此同时，在国际化及多元化战略推动下，新加坡、香港、美国、澳大利亚、新西兰等海外市场的客户规模及资产规模持续保持稳健增长，国际化发展步伐不断加快。</p><p style=\"text-align: left;\">本次监管指引明确面向所有境外金融机构，针对监管机构提出的最新规范要求，老虎国际将继续严格按照监管指引落实相关工作，并在此过程中全力保障客户资产安全，维护正常的市场服务秩序。需要特别说明的是，客户资金始终与公司运营资金严格隔离，并按照监管要求存放于独立托管银行账户中；客户持有的美股、港股及新加坡股资产，分别由美国存管信托及结算公司（DTCC）、香港中央结算有限公司（HKSCC）及新加坡交易所中央托管私人有限公司（CDP）进行托管。我们将全力保障投资者资产安全与合法权益。</p><p style=\"text-align: left;\">当前，老虎国际全球业务运营一切正常，财务状况稳健。公司也将继续坚持“合规先行”的经营理念，在各国家和地区法律法规框架下，为全球客户提供安全、可靠、优质的金融服务，稳步推进长期可持续发展。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TIGR":"老虎证券"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184303210","content_text":"今日，中国证券监督管理委员会（CSRC）联合八部委发布《关于规范内地投资者跨境证券期货基金经营活动的相关通告》，就行业相关经营活动进一步明确监管要求。老虎国际对此高度关注，将严格按照监管机构出台的全行业规范要求，稳步推进相关合规工作。作为深耕全球市场的持牌金融机构，合规始终是老虎国际经营发展的首要准则。一直以来，公司持续与各地监管机构保持沟通，并严格按照监管要求推进业务调整与合规整改。2023年以来，公司已全面停止为中国内地身份用户开设账户，同步停止对外广告、营销推广及活动，持续加强账户审核、身份核验及反欺诈管理机制，并将主要精力、资源投入在海外市场的经营活动中。截至2026年第一季度末，中国内地客户资产占集团全球总资产比例约为10%。与此同时，在国际化及多元化战略推动下，新加坡、香港、美国、澳大利亚、新西兰等海外市场的客户规模及资产规模持续保持稳健增长，国际化发展步伐不断加快。本次监管指引明确面向所有境外金融机构，针对监管机构提出的最新规范要求，老虎国际将继续严格按照监管指引落实相关工作，并在此过程中全力保障客户资产安全，维护正常的市场服务秩序。需要特别说明的是，客户资金始终与公司运营资金严格隔离，并按照监管要求存放于独立托管银行账户中；客户持有的美股、港股及新加坡股资产，分别由美国存管信托及结算公司（DTCC）、香港中央结算有限公司（HKSCC）及新加坡交易所中央托管私人有限公司（CDP）进行托管。我们将全力保障投资者资产安全与合法权益。当前，老虎国际全球业务运营一切正常，财务状况稳健。公司也将继续坚持“合规先行”的经营理念，在各国家和地区法律法规框架下，为全球客户提供安全、可靠、优质的金融服务，稳步推进长期可持续发展。","news_type":1,"symbols_score_info":{"TIGR":2}},"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":588919029548320,"gmtCreate":1784810563947,"gmtModify":1784810566048,"author":{"id":"4093185301808780","authorId":"4093185301808780","name":"圣利花开","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093185301808780","idStr":"4093185301808780"},"themes":[],"title":"","htmlText":"感觉给他弄下去吧，这几年美股被他搞惨了","listText":"感觉给他弄下去吧，这几年美股被他搞惨了","text":"感觉给他弄下去吧，这几年美股被他搞惨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/588919029548320","repostId":"1184353505","repostType":2,"repost":{"id":"1184353505","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":1784808980,"share":"https://www.laohunote.com/m/news/1184353505?lang=zh_CN&edition=full","pubTime":"2026-07-23 20:16","market":"us","language":"zh","title":"美股盘前｜美股期指走弱，美油重返90美元上方；谷歌、特斯拉盘前重挫；SK电信盘前涨超12%，AI概念持续活跃；Rollins盘前跌16%，Medpace飙16%","url":"https://stock-news.laohu8.com/highlight/detail?id=1184353505","media":"老虎资讯综合","summary":"监管机构认定其在搜索及应用分发环节存在偏袒自家服务行为，谷歌称将调整多项产品功能以合规。","content":"<html><head></head><body><h2 style=\"text-align: left;\"><strong>01 股市</strong></h2><p style=\"text-align: left;\"><strong>截至7月23日，美股三大期指集体走弱，道指期货跌0.64%；标普500期跌0.62%；纳指100期指跌0.87%。</strong>油价连日上冲、地缘风险升温，引发市场对通胀与后续加息的顾虑，科技板块承压，盘前抛压主要集中于前期涨幅较大的权重股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff9c1a01c9ca87e1360c2a02a9e0afb4\" data-align=\"center\" tg-width=\"796\" tg-height=\"166\"/><span></span></p><p style=\"text-align: left;\"><strong>热门股异动方面：</strong>财报引爆行情分化。特斯拉盘前下挫7.0%，自由现金流意外转负令投资者担忧；谷歌A、GOOG双双回落近5%，公司再次大幅上调全年资本开支；SK电信大涨约12%，宣布投入7,500亿韩元打造AI数据中心平台“SK Hyper”；ServiceNow受业绩超预期提振，股价跃升逾5%；存储、半导体链走强，SK海力士、英特尔、超微电脑、ServiceNow等均录得1%–5%的升幅。</p><p style=\"text-align: left;\"><strong>中概异动：</strong>理想汽车涨2.7%，小鹏汽车续升1.3%，拼多多、京东、百度盘前小幅抬升；阿里巴巴、腾讯音乐轻微整理，台积电受行业情绪拖累小幅回调。</p><h2 style=\"text-align: left;\"><strong>02 其他市场</strong></h2><p style=\"text-align: left;\"><strong>7月23日十年美债收益率上升0.82%，最新收益率为4.70%。</strong></p><p style=\"text-align: left;\"><strong>7月23日美元兑离岸人民币下降0.05%，报6.79；美元兑港币上升0.01%，报7.84。</strong></p><p style=\"text-align: left;\"><strong>7月23日美元指数上升0.12%，报101.26。</strong></p><p style=\"text-align: left;\"><strong>7月23日美原油主连期货上升4.41%，报90.66美元/桶；纽约金主连期货下降1.53%，报4,088.50美元/盎司。</strong></p><h2 style=\"text-align: left;\"><strong>03 要闻</strong></h2><p style=\"text-align: left;\">1.谷歌盘前跌逾4%，第二季度营收和利润均超预期，但公司将2026年资本支出预期上调至1950亿至2050亿美元，以加大人工智能投资，引发市场对利润率及自由现金流的担忧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ec18dc54303eab240431cc704433721\" data-align=\"center\" tg-width=\"286\" tg-height=\"153\"/><span></span></p><p style=\"text-align: left;\">2.特斯拉盘前跌逾7%，第二季度营收282.4亿美元，高于市场预期，但调整后每股收益及EBITDA均不及预期，自由现金流时隔两年多首次转为负值。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cf751ab22c53e160af1f90ca93e47d4\" data-align=\"center\" tg-width=\"286\" tg-height=\"150\"/><span></span></p><p style=\"text-align: left;\">3.德州仪器盘前跌超4%，尽管第二季度营收54.6亿美元、每股收益2.14美元均超市场预期，但在芯片板块前期大涨后，高预期令股价承压。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fcd739754a84926502ca2f77b50bbf82\" data-align=\"center\" tg-width=\"265\" tg-height=\"148\"/><span></span></p><p style=\"text-align: left;\">4.IBM盘前跌近2%，第二季度营收及利润均低于市场预期。此前公司公布初步业绩后，股价已遭遇历史最大单周跌幅，市场对此已有一定消化。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/afdcc5994c6408173699e8eab26fad12\" data-align=\"center\" tg-width=\"279\" tg-height=\"156\"/><span></span></p><p style=\"text-align: left;\">5.ServiceNow盘前涨4.78%，第二季度营收和盈利均超市场预期，缓解了投资者对人工智能冲击其软件业务的担忧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c677d9636a88104b4e3d809fde681990\" data-align=\"center\" tg-width=\"297\" tg-height=\"166\"/><span></span></p><p style=\"text-align: left;\">6.Lockheed Martin盘前涨约5%，第二季度营收及每股收益均超预期，并上调全年盈利指引。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10b8ab406fe152d8d309c8e762555f33\" data-align=\"center\" tg-width=\"304\" tg-height=\"163\"/><span></span></p><p style=\"text-align: left;\">7.康卡斯特（Comcast）盘前小幅涨0.6%，第二季度营收和盈利均超市场预期，抵消了宽带用户持续流失带来的负面影响。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0f847a88aa9091efdf42e72ad1e3d01c\" data-align=\"center\" tg-width=\"325\" tg-height=\"139\"/><span></span></p><p style=\"text-align: left;\">8.雀巢盘前跌近7%，公司宣布出售饮用水业务50%股权，同时受重组成本上升拖累，上半年利润下滑。</p><p style=\"text-align: left;\">9.Rollins 盘前大幅下跌约16%。公司第二季度业绩低于华尔街预期，每股收益0.30美元，营收10.8亿美元；FactSet调查分析师此前预计每股收益0.34美元、营收10.9亿美元。管理层表示，公司住宅害虫防治业务部分地区增长放缓，对业绩造成拖累。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40a18a144f72bbb18259d9920868c660\" data-align=\"center\" tg-width=\"261\" tg-height=\"147\"/><span></span></p><p style=\"text-align: left;\">10.Shutterstock 盘前下跌近3%。公司宣布暂停季度股息。此外，在Getty Images放弃收购Shutterstock交易两周后，前首席执行官Paul Hennessy已于7月13日立即辞职。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8df7a74f58144e6343f70e2870cd65d\" data-align=\"center\" tg-width=\"309\" tg-height=\"133\"/><span></span></p><p style=\"text-align: left;\">11.Medpace Holdings 盘前飙升约16%。公司第二季度每股收益及营收均超出华尔街预期，并将全年每股收益、营收及EBITDA指引全面上调，高于此前预测。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da39e275620e0494a1a0cde098f179ee\" data-align=\"center\" tg-width=\"382\" tg-height=\"145\"/><span></span></p><p style=\"text-align: left;\">12.United Rentals 盘前上涨8%。公司第二季度调整后每股收益12.76美元，营收44.1亿美元，均超过FactSet调查分析师平均预期（每股收益11.54美元、营收42.1亿美元）。公司还上调全年业绩展望，预计全年营收为175亿至178亿美元，高于市场预计的172.7亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0538cae24c7d3dfc04eb3e966ba0cc50\" data-align=\"center\" tg-width=\"297\" tg-height=\"138\"/><span></span></p><p style=\"text-align: left;\">13. <strong>AMD将发布全新数据中心级AI硬件，与英伟达正面竞争。</strong>公司将在旧金山举办发布会，推出首代服务器机架系统Helios及Venice CPU，为推理计算市场提供新方案，并计划向Anthropic供应Instinct MI450芯片。</p><p style=\"text-align: left;\">14. <strong>SK电信宣布投资7,500亿韩元成立“SK Hyper”布局AI数据中心。</strong>该计划聚焦大模型算力需求，带动公司美股盘前涨幅逾12%，反映投资者对其AI转型前景充满期待。</p><p style=\"text-align: left;\">15. <strong>黑石受益AI相关投资，可分配收益增长并管理资产突破1.35万亿美元。</strong>公司披露九项升值最快项目与人工智能相关，显示其在新技术赛道的布局正获得回报。</p><p style=\"text-align: left;\">16. <strong>RTX上调全年销售及盈利预期，商用维修与导弹系统需求火热。</strong>积压订单增至2,890亿美元，其中商用及国防订单均实现两位数扩张，股价盘前走高。</p><p style=\"text-align: left;\">17. <strong>IMAX二季度净利润同比跳增30%，内容繁荣助推全球票房创新高。</strong>热门大片拉动收入增长12%，公司称大银幕需求持续，盘前股价上涨约7%。</p><p style=\"text-align: left;\">18. <strong>欧盟依据科技反垄断法规对谷歌处以10.2亿美元罚款。</strong>监管机构认定其在搜索及应用分发环节存在偏袒自家服务行为，谷歌称将调整多项产品功能以合规。</p><p style=\"text-align: left;\">19. <strong>中国人民银行宣布以招标方式开展5,000亿元一年期MLF操作。</strong>此举旨在维持银行体系流动性充裕，市场关注央行后续政策取向。</p><p style=\"text-align: left;\">资料来源：公开市场数据</p><p style=\"text-align: left;\">免责声明：本内容仅供参考，不构成任何投资建议</p><p style=\"text-align: left;\"></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>美股盘前｜美股期指走弱，美油重返90美元上方；谷歌、特斯拉盘前重挫；SK电信盘前涨超12%，AI概念持续活跃；Rollins盘前跌16%，Medpace飙16%</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{ 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#494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股盘前｜美股期指走弱，美油重返90美元上方；谷歌、特斯拉盘前重挫；SK电信盘前涨超12%，AI概念持续活跃；Rollins盘前跌16%，Medpace飙16%\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\">2026-07-23 20:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 style=\"text-align: left;\"><strong>01 股市</strong></h2><p style=\"text-align: left;\"><strong>截至7月23日，美股三大期指集体走弱，道指期货跌0.64%；标普500期跌0.62%；纳指100期指跌0.87%。</strong>油价连日上冲、地缘风险升温，引发市场对通胀与后续加息的顾虑，科技板块承压，盘前抛压主要集中于前期涨幅较大的权重股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff9c1a01c9ca87e1360c2a02a9e0afb4\" data-align=\"center\" tg-width=\"796\" tg-height=\"166\"/><span></span></p><p style=\"text-align: left;\"><strong>热门股异动方面：</strong>财报引爆行情分化。特斯拉盘前下挫7.0%，自由现金流意外转负令投资者担忧；谷歌A、GOOG双双回落近5%，公司再次大幅上调全年资本开支；SK电信大涨约12%，宣布投入7,500亿韩元打造AI数据中心平台“SK Hyper”；ServiceNow受业绩超预期提振，股价跃升逾5%；存储、半导体链走强，SK海力士、英特尔、超微电脑、ServiceNow等均录得1%–5%的升幅。</p><p style=\"text-align: left;\"><strong>中概异动：</strong>理想汽车涨2.7%，小鹏汽车续升1.3%，拼多多、京东、百度盘前小幅抬升；阿里巴巴、腾讯音乐轻微整理，台积电受行业情绪拖累小幅回调。</p><h2 style=\"text-align: left;\"><strong>02 其他市场</strong></h2><p style=\"text-align: left;\"><strong>7月23日十年美债收益率上升0.82%，最新收益率为4.70%。</strong></p><p style=\"text-align: left;\"><strong>7月23日美元兑离岸人民币下降0.05%，报6.79；美元兑港币上升0.01%，报7.84。</strong></p><p style=\"text-align: left;\"><strong>7月23日美元指数上升0.12%，报101.26。</strong></p><p style=\"text-align: left;\"><strong>7月23日美原油主连期货上升4.41%，报90.66美元/桶；纽约金主连期货下降1.53%，报4,088.50美元/盎司。</strong></p><h2 style=\"text-align: left;\"><strong>03 要闻</strong></h2><p style=\"text-align: left;\">1.谷歌盘前跌逾4%，第二季度营收和利润均超预期，但公司将2026年资本支出预期上调至1950亿至2050亿美元，以加大人工智能投资，引发市场对利润率及自由现金流的担忧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ec18dc54303eab240431cc704433721\" data-align=\"center\" tg-width=\"286\" tg-height=\"153\"/><span></span></p><p style=\"text-align: left;\">2.特斯拉盘前跌逾7%，第二季度营收282.4亿美元，高于市场预期，但调整后每股收益及EBITDA均不及预期，自由现金流时隔两年多首次转为负值。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cf751ab22c53e160af1f90ca93e47d4\" data-align=\"center\" tg-width=\"286\" tg-height=\"150\"/><span></span></p><p style=\"text-align: left;\">3.德州仪器盘前跌超4%，尽管第二季度营收54.6亿美元、每股收益2.14美元均超市场预期，但在芯片板块前期大涨后，高预期令股价承压。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fcd739754a84926502ca2f77b50bbf82\" data-align=\"center\" tg-width=\"265\" tg-height=\"148\"/><span></span></p><p style=\"text-align: left;\">4.IBM盘前跌近2%，第二季度营收及利润均低于市场预期。此前公司公布初步业绩后，股价已遭遇历史最大单周跌幅，市场对此已有一定消化。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/afdcc5994c6408173699e8eab26fad12\" data-align=\"center\" tg-width=\"279\" tg-height=\"156\"/><span></span></p><p style=\"text-align: left;\">5.ServiceNow盘前涨4.78%，第二季度营收和盈利均超市场预期，缓解了投资者对人工智能冲击其软件业务的担忧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c677d9636a88104b4e3d809fde681990\" data-align=\"center\" tg-width=\"297\" tg-height=\"166\"/><span></span></p><p style=\"text-align: left;\">6.Lockheed Martin盘前涨约5%，第二季度营收及每股收益均超预期，并上调全年盈利指引。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10b8ab406fe152d8d309c8e762555f33\" data-align=\"center\" tg-width=\"304\" tg-height=\"163\"/><span></span></p><p style=\"text-align: left;\">7.康卡斯特（Comcast）盘前小幅涨0.6%，第二季度营收和盈利均超市场预期，抵消了宽带用户持续流失带来的负面影响。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0f847a88aa9091efdf42e72ad1e3d01c\" data-align=\"center\" tg-width=\"325\" tg-height=\"139\"/><span></span></p><p style=\"text-align: left;\">8.雀巢盘前跌近7%，公司宣布出售饮用水业务50%股权，同时受重组成本上升拖累，上半年利润下滑。</p><p style=\"text-align: left;\">9.Rollins 盘前大幅下跌约16%。公司第二季度业绩低于华尔街预期，每股收益0.30美元，营收10.8亿美元；FactSet调查分析师此前预计每股收益0.34美元、营收10.9亿美元。管理层表示，公司住宅害虫防治业务部分地区增长放缓，对业绩造成拖累。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40a18a144f72bbb18259d9920868c660\" data-align=\"center\" tg-width=\"261\" tg-height=\"147\"/><span></span></p><p style=\"text-align: left;\">10.Shutterstock 盘前下跌近3%。公司宣布暂停季度股息。此外，在Getty Images放弃收购Shutterstock交易两周后，前首席执行官Paul Hennessy已于7月13日立即辞职。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8df7a74f58144e6343f70e2870cd65d\" data-align=\"center\" tg-width=\"309\" tg-height=\"133\"/><span></span></p><p style=\"text-align: left;\">11.Medpace Holdings 盘前飙升约16%。公司第二季度每股收益及营收均超出华尔街预期，并将全年每股收益、营收及EBITDA指引全面上调，高于此前预测。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da39e275620e0494a1a0cde098f179ee\" data-align=\"center\" tg-width=\"382\" tg-height=\"145\"/><span></span></p><p style=\"text-align: left;\">12.United Rentals 盘前上涨8%。公司第二季度调整后每股收益12.76美元，营收44.1亿美元，均超过FactSet调查分析师平均预期（每股收益11.54美元、营收42.1亿美元）。公司还上调全年业绩展望，预计全年营收为175亿至178亿美元，高于市场预计的172.7亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0538cae24c7d3dfc04eb3e966ba0cc50\" data-align=\"center\" tg-width=\"297\" tg-height=\"138\"/><span></span></p><p style=\"text-align: left;\">13. <strong>AMD将发布全新数据中心级AI硬件，与英伟达正面竞争。</strong>公司将在旧金山举办发布会，推出首代服务器机架系统Helios及Venice CPU，为推理计算市场提供新方案，并计划向Anthropic供应Instinct MI450芯片。</p><p style=\"text-align: left;\">14. <strong>SK电信宣布投资7,500亿韩元成立“SK Hyper”布局AI数据中心。</strong>该计划聚焦大模型算力需求，带动公司美股盘前涨幅逾12%，反映投资者对其AI转型前景充满期待。</p><p style=\"text-align: left;\">15. <strong>黑石受益AI相关投资，可分配收益增长并管理资产突破1.35万亿美元。</strong>公司披露九项升值最快项目与人工智能相关，显示其在新技术赛道的布局正获得回报。</p><p style=\"text-align: left;\">16. <strong>RTX上调全年销售及盈利预期，商用维修与导弹系统需求火热。</strong>积压订单增至2,890亿美元，其中商用及国防订单均实现两位数扩张，股价盘前走高。</p><p style=\"text-align: left;\">17. <strong>IMAX二季度净利润同比跳增30%，内容繁荣助推全球票房创新高。</strong>热门大片拉动收入增长12%，公司称大银幕需求持续，盘前股价上涨约7%。</p><p style=\"text-align: left;\">18. <strong>欧盟依据科技反垄断法规对谷歌处以10.2亿美元罚款。</strong>监管机构认定其在搜索及应用分发环节存在偏袒自家服务行为，谷歌称将调整多项产品功能以合规。</p><p style=\"text-align: left;\">19. <strong>中国人民银行宣布以招标方式开展5,000亿元一年期MLF操作。</strong>此举旨在维持银行体系流动性充裕，市场关注央行后续政策取向。</p><p style=\"text-align: left;\">资料来源：公开市场数据</p><p style=\"text-align: left;\">免责声明：本内容仅供参考，不构成任何投资建议</p><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/32f76f2b955be371110b877bebef37ba","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184353505","content_text":"01 股市截至7月23日，美股三大期指集体走弱，道指期货跌0.64%；标普500期跌0.62%；纳指100期指跌0.87%。油价连日上冲、地缘风险升温，引发市场对通胀与后续加息的顾虑，科技板块承压，盘前抛压主要集中于前期涨幅较大的权重股。热门股异动方面：财报引爆行情分化。特斯拉盘前下挫7.0%，自由现金流意外转负令投资者担忧；谷歌A、GOOG双双回落近5%，公司再次大幅上调全年资本开支；SK电信大涨约12%，宣布投入7,500亿韩元打造AI数据中心平台“SK Hyper”；ServiceNow受业绩超预期提振，股价跃升逾5%；存储、半导体链走强，SK海力士、英特尔、超微电脑、ServiceNow等均录得1%–5%的升幅。中概异动：理想汽车涨2.7%，小鹏汽车续升1.3%，拼多多、京东、百度盘前小幅抬升；阿里巴巴、腾讯音乐轻微整理，台积电受行业情绪拖累小幅回调。02 其他市场7月23日十年美债收益率上升0.82%，最新收益率为4.70%。7月23日美元兑离岸人民币下降0.05%，报6.79；美元兑港币上升0.01%，报7.84。7月23日美元指数上升0.12%，报101.26。7月23日美原油主连期货上升4.41%，报90.66美元/桶；纽约金主连期货下降1.53%，报4,088.50美元/盎司。03 要闻1.谷歌盘前跌逾4%，第二季度营收和利润均超预期，但公司将2026年资本支出预期上调至1950亿至2050亿美元，以加大人工智能投资，引发市场对利润率及自由现金流的担忧。2.特斯拉盘前跌逾7%，第二季度营收282.4亿美元，高于市场预期，但调整后每股收益及EBITDA均不及预期，自由现金流时隔两年多首次转为负值。3.德州仪器盘前跌超4%，尽管第二季度营收54.6亿美元、每股收益2.14美元均超市场预期，但在芯片板块前期大涨后，高预期令股价承压。4.IBM盘前跌近2%，第二季度营收及利润均低于市场预期。此前公司公布初步业绩后，股价已遭遇历史最大单周跌幅，市场对此已有一定消化。5.ServiceNow盘前涨4.78%，第二季度营收和盈利均超市场预期，缓解了投资者对人工智能冲击其软件业务的担忧。6.Lockheed Martin盘前涨约5%，第二季度营收及每股收益均超预期，并上调全年盈利指引。7.康卡斯特（Comcast）盘前小幅涨0.6%，第二季度营收和盈利均超市场预期，抵消了宽带用户持续流失带来的负面影响。8.雀巢盘前跌近7%，公司宣布出售饮用水业务50%股权，同时受重组成本上升拖累，上半年利润下滑。9.Rollins 盘前大幅下跌约16%。公司第二季度业绩低于华尔街预期，每股收益0.30美元，营收10.8亿美元；FactSet调查分析师此前预计每股收益0.34美元、营收10.9亿美元。管理层表示，公司住宅害虫防治业务部分地区增长放缓，对业绩造成拖累。10.Shutterstock 盘前下跌近3%。公司宣布暂停季度股息。此外，在Getty Images放弃收购Shutterstock交易两周后，前首席执行官Paul Hennessy已于7月13日立即辞职。11.Medpace Holdings 盘前飙升约16%。公司第二季度每股收益及营收均超出华尔街预期，并将全年每股收益、营收及EBITDA指引全面上调，高于此前预测。12.United Rentals 盘前上涨8%。公司第二季度调整后每股收益12.76美元，营收44.1亿美元，均超过FactSet调查分析师平均预期（每股收益11.54美元、营收42.1亿美元）。公司还上调全年业绩展望，预计全年营收为175亿至178亿美元，高于市场预计的172.7亿美元。13. AMD将发布全新数据中心级AI硬件，与英伟达正面竞争。公司将在旧金山举办发布会，推出首代服务器机架系统Helios及Venice CPU，为推理计算市场提供新方案，并计划向Anthropic供应Instinct MI450芯片。14. SK电信宣布投资7,500亿韩元成立“SK Hyper”布局AI数据中心。该计划聚焦大模型算力需求，带动公司美股盘前涨幅逾12%，反映投资者对其AI转型前景充满期待。15. 黑石受益AI相关投资，可分配收益增长并管理资产突破1.35万亿美元。公司披露九项升值最快项目与人工智能相关，显示其在新技术赛道的布局正获得回报。16. RTX上调全年销售及盈利预期，商用维修与导弹系统需求火热。积压订单增至2,890亿美元，其中商用及国防订单均实现两位数扩张，股价盘前走高。17. IMAX二季度净利润同比跳增30%，内容繁荣助推全球票房创新高。热门大片拉动收入增长12%，公司称大银幕需求持续，盘前股价上涨约7%。18. 欧盟依据科技反垄断法规对谷歌处以10.2亿美元罚款。监管机构认定其在搜索及应用分发环节存在偏袒自家服务行为，谷歌称将调整多项产品功能以合规。19. 中国人民银行宣布以招标方式开展5,000亿元一年期MLF操作。此举旨在维持银行体系流动性充裕，市场关注央行后续政策取向。资料来源：公开市场数据免责声明：本内容仅供参考，不构成任何投资建议","news_type":1,"symbols_score_info":{"ESmain":0.6,"NQmain":0.6,"YMmain":0.6}},"isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511828337230160,"gmtCreate":1765985051694,"gmtModify":1765985054567,"author":{"id":"4093185301808780","authorId":"4093185301808780","name":"圣利花开","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093185301808780","idStr":"4093185301808780"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 英伟达最近不断回调，利空下跌利好也下跌，就好像有一股力量故意压制英伟达，12月份这个时间点也很有意思，是一个季度末，如果机构在12月份低价买入英伟达，明年拉升英伟达，那么2026年利润表现就会非常漂亮！ 我非常确定ai不是泡沫，目前ai扫地机器人已经走入到了家庭，2026年这种ai应用落地可能会更多，企业利润上涨，泡沫论将不攻自破，英伟达股价可能再次迎来爆发。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 英伟达最近不断回调，利空下跌利好也下跌，就好像有一股力量故意压制英伟达，12月份这个时间点也很有意思，是一个季度末，如果机构在12月份低价买入英伟达，明年拉升英伟达，那么2026年利润表现就会非常漂亮！ 我非常确定ai不是泡沫，目前ai扫地机器人已经走入到了家庭，2026年这种ai应用落地可能会更多，企业利润上涨，泡沫论将不攻自破，英伟达股价可能再次迎来爆发。","text":"$英伟达(NVDA)$ 英伟达最近不断回调，利空下跌利好也下跌，就好像有一股力量故意压制英伟达，12月份这个时间点也很有意思，是一个季度末，如果机构在12月份低价买入英伟达，明年拉升英伟达，那么2026年利润表现就会非常漂亮！ 我非常确定ai不是泡沫，目前ai扫地机器人已经走入到了家庭，2026年这种ai应用落地可能会更多，企业利润上涨，泡沫论将不攻自破，英伟达股价可能再次迎来爆发。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/511828337230160","isVote":1,"tweetType":1,"viewCount":6242,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3440540550401156","authorId":"3440540550401156","name":"KEINS","avatar":"https://static.tigerbbs.com/70c84e27d76e3a3450fb952380b9db3e","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3440540550401156","idStr":"3440540550401156"},"content":"机构必须买入啊，为2026开个好头","text":"机构必须买入啊，为2026开个好头","html":"机构必须买入啊，为2026开个好头"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479224022581376,"gmtCreate":1758033512025,"gmtModify":1758034857488,"author":{"id":"4093185301808780","authorId":"4093185301808780","name":"圣利花开","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093185301808780","idStr":"4093185301808780"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CHOW\">$ChowChow Cloud International Holdings Limited(CHOW)$ </a> 太牛了，没想中88美元都能赚1000多人民币，爽！","listText":"<a href=\"https://laohu8.com/S/CHOW\">$ChowChow Cloud International Holdings Limited(CHOW)$ </a> 太牛了，没想中88美元都能赚1000多人民币，爽！","text":"$ChowChow Cloud International Holdings Limited(CHOW)$ 太牛了，没想中88美元都能赚1000多人民币，爽！","images":[{"img":"https://static.tigerbbs.com/8bb400d9e4ed5b981b1e275f0bc4d89f","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/479224022581376","isVote":1,"tweetType":1,"viewCount":12036,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3552814244947277","authorId":"3552814244947277","name":"含笑笑","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3552814244947277","idStr":"3552814244947277"},"content":"打了多少啊？中签率高吗","text":"打了多少啊？中签率高吗","html":"打了多少啊？中签率高吗"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":479207326670848,"gmtCreate":1758029447809,"gmtModify":1758031431372,"author":{"id":"4093185301808780","authorId":"4093185301808780","name":"圣利花开","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093185301808780","idStr":"4093185301808780"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CHOW\">$ChowChow Cloud International Holdings Limited(CHOW)$ </a> 太少了，涨跌也没多少钱！","listText":"<a href=\"https://laohu8.com/S/CHOW\">$ChowChow Cloud International Holdings Limited(CHOW)$ </a> 太少了，涨跌也没多少钱！","text":"$ChowChow Cloud International Holdings Limited(CHOW)$ 太少了，涨跌也没多少钱！","images":[{"img":"https://static.tigerbbs.com/d6384cd84507fe355298c6164e9934ca","width":"1061","height":"909"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/479207326670848","isVote":1,"tweetType":1,"viewCount":3120,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557999661337180","authorId":"3557999661337180","name":"莹白眼眸","avatar":"https://static.tigerbbs.com/7c4ee4f988a9f6bdcb933ac23e22c21b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3557999661337180","idStr":"3557999661337180"},"content":"申购了多少给的哇","text":"申购了多少给的哇","html":"申购了多少给的哇"}],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}