老汉特朗普的个人主页 - 老虎社区

老汉特朗普

老汉特朗普

暂无个人介绍

IP属地：山东

57关注

3粉丝

2主题

0勋章

老汉特朗普

06-18 16:56

$海天味业(03288)$

老汉特朗普

06-17

$GraniteShares 2x Long NVDA Daily ETF(NVDL)$

老汉特朗普

06-16

苹果目前还没有回来，再等等

老汉特朗普

06-13

英伟达！！！！！下半辈子的幸福，全看你的了

老汉特朗普

06-13

$GraniteShares 2x Long NVDA Daily ETF(NVDL)$

老汉特朗普

06-13

$T-REX 2X LONG NVIDIA DAILY TARGET ETF(NVDX)$

老汉特朗普

06-12

$石药集团(01093)$

老汉特朗普

06-11

胡**扯！用不了多久就10以上！

Jefferies Downgrades Sunrun to Underperform From Hold, $5 Price Target

老汉特朗普

06-11

中概股必然是未来的希望！！！

老汉特朗普

06-10

$石药集团(01093)$

老汉特朗普

06-09

$T-REX 2X LONG NVIDIA DAILY TARGET ETF(NVDX)$

老汉特朗普

06-09

$石药集团(01093)$

老汉特朗普

06-09

$石药集团(01093)$

老汉特朗普

06-06

要发财！！！！

老汉特朗普

06-06

我靠（｀Δ´）！，你咋这么会跑

@百倍之路:我平仓了$Circle Internet Corp.(CRCL)$ ,跑了

老汉特朗普

06-06

$石药集团(01093)$

老汉特朗普

06-06

$石药集团(01093)$

老汉特朗普

06-06

力挺石药集团的做法！

授权合作提前“预喜”，石药集团为何这么急？

老汉特朗普

06-06

看法就是坚定的持有股票，数钱数到手抽筋！

大型科技股走高，亚马逊涨超2%

老汉特朗普

06-05

英伟达亲儿子今天不灵了？？

美股异动 | 英伟达概念股涨跌不一，NEBIUS涨超16%，CoreWeave跌超8%

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4123405616306630","uuid":"4123405616306630","gmtCreate":1660302531169,"gmtModify":1747818990989,"name":"老汉特朗普","pinyin":"lhtlplaohantelangpu","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":3,"headSize":57,"tweetSize":119,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":2,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.09","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.03.25","exceedPercentage":"60.45%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.30","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":3,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":1,"location":"山东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":50,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":447347273613536,"gmtCreate":1750236974090,"gmtModify":1750236975940,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03288\">$海天味业(03288)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/03288\">$海天味业(03288)$ </a>&nbsp;","text":"$海天味业(03288)$","images":[{"img":"https://static.tigerbbs.com/dbb80e21501d25b04fa659fee3595bf0","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447347273613536","isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":446743780340416,"gmtCreate":1750089977656,"gmtModify":1750089980532,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDL\">$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDL\">$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ </a>&nbsp;","text":"$GraniteShares 2x Long NVDA Daily ETF(NVDL)$","images":[{"img":"https://static.tigerbbs.com/eee8a4df32bbbb32befaae77209c4317","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446743780340416","isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":446638571839912,"gmtCreate":1750064332800,"gmtModify":1750064334011,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"苹果目前还没有回来，再等等","listText":"苹果目前还没有回来，再等等","text":"苹果目前还没有回来，再等等","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446638571839912","isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445593316061528,"gmtCreate":1749792899174,"gmtModify":1749792900378,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"英伟达！！！！！下半辈子的幸福，全看你的了","listText":"英伟达！！！！！下半辈子的幸福，全看你的了","text":"英伟达！！！！！下半辈子的幸福，全看你的了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445593316061528","isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445359425331424,"gmtCreate":1749751951896,"gmtModify":1749751953778,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDL\">$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDL\">$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ </a>&nbsp;","text":"$GraniteShares 2x Long NVDA Daily ETF(NVDL)$","images":[{"img":"https://static.tigerbbs.com/354d3677f831f8f21891cdf0b66dc6e2","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445359425331424","isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":445359148528184,"gmtCreate":1749751934988,"gmtModify":1749751936673,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDX\">$T-REX 2X LONG NVIDIA DAILY TARGET ETF(NVDX)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDX\">$T-REX 2X LONG NVIDIA DAILY TARGET ETF(NVDX)$ </a>&nbsp;","text":"$T-REX 2X LONG NVIDIA DAILY TARGET ETF(NVDX)$","images":[{"img":"https://static.tigerbbs.com/c695dd03107a31e5f0740938f2bf2cdf","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445359148528184","isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":445093999816840,"gmtCreate":1749686746533,"gmtModify":1749686748643,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01093\">$石药集团(01093)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/01093\">$石药集团(01093)$ </a>&nbsp;","text":"$石药集团(01093)$","images":[{"img":"https://static.tigerbbs.com/b9d3cc84a167958734694dc43de27ad8","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445093999816840","isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":444911920869840,"gmtCreate":1749642703374,"gmtModify":1749642705003,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"胡**扯！用不了多久就10以上！","listText":"胡**扯！用不了多久就10以上！","text":"胡**扯！用不了多久就10以上！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444911920869840","repostId":"2542506586","repostType":2,"repost":{"id":"2542506586","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1749640092,"share":"https://www.laohu8.com/m/news/2542506586?lang=&edition=full","pubTime":"2025-06-11 19:08","market":"nz","language":"en","title":"Jefferies Downgrades Sunrun to Underperform From Hold, $5 Price Target","url":"https://stock-news.laohu8.com/highlight/detail?id=2542506586","media":"MT Newswires Live","summary":"Sunrun (RUN) has an average rating of overweight and mean price target of $11.49, according to analysts polled by FactSet.(MT Newswires covers equity, commodity and economic research from major banks ","content":"<html><body><p> <a href=\"https://laohu8.com/S/RUN\">Sunrun</a> (RUN) has an average rating of overweight and mean price target of $11.49, according to analysts polled by FactSet.</p><p>(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)</p></body></html>","source":"mtnewswires_news","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>Jefferies Downgrades Sunrun to Underperform From Hold, $5 Price Target</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\">\nJefferies Downgrades Sunrun to Underperform From Hold, $5 Price Target\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-06-11 19:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> <a href=\"https://laohu8.com/S/RUN\">Sunrun</a> (RUN) has an average rating of overweight and mean price target of $11.49, according to analysts polled by FactSet.</p><p>(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2542506586","content_text":"Sunrun (RUN) has an average rating of overweight and mean price target of $11.49, according to analysts polled by FactSet.(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)","news_type":1,"symbols_score_info":{"RUN":1}},"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444631559123112,"gmtCreate":1749574207916,"gmtModify":1749574209681,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"中概股必然是未来的希望！！！","listText":"中概股必然是未来的希望！！！","text":"中概股必然是未来的希望！！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444631559123112","isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444425131213312,"gmtCreate":1749524042472,"gmtModify":1749524044268,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01093\">$石药集团(01093)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/01093\">$石药集团(01093)$ </a>&nbsp;","text":"$石药集团(01093)$","images":[{"img":"https://static.tigerbbs.com/def466eee9f06b7d746e7f369399950f","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444425131213312","isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":444182633161168,"gmtCreate":1749464654617,"gmtModify":1749464656851,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDX\">$T-REX 2X LONG NVIDIA DAILY TARGET ETF(NVDX)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDX\">$T-REX 2X LONG NVIDIA DAILY TARGET ETF(NVDX)$ </a>&nbsp;","text":"$T-REX 2X LONG NVIDIA DAILY TARGET ETF(NVDX)$","images":[{"img":"https://static.tigerbbs.com/27df1eaa959c090097598bd2116c56c6","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444182633161168","isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":444182473052384,"gmtCreate":1749464610032,"gmtModify":1749464612716,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01093\">$石药集团(01093)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/01093\">$石药集团(01093)$ </a>&nbsp;","text":"$石药集团(01093)$","images":[{"img":"https://static.tigerbbs.com/15d67b3d044a5717b4e99a56ba37e892","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444182473052384","isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":444011386421416,"gmtCreate":1749423857366,"gmtModify":1749423859418,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01093\">$石药集团(01093)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/01093\">$石药集团(01093)$ </a>&nbsp;","text":"$石药集团(01093)$","images":[{"img":"https://static.tigerbbs.com/af2b5de320279a70917602bd39c19ae6","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444011386421416","isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":443171324044096,"gmtCreate":1749218904053,"gmtModify":1749218905707,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"要发财！！！！","listText":"要发财！！！！","text":"要发财！！！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/443171324044096","isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":443128706912808,"gmtCreate":1749208383669,"gmtModify":1749215420130,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"我靠（｀Δ´）！，你咋这么会跑","listText":"我靠（｀Δ´）！，你咋这么会跑","text":"我靠（｀Δ´）！，你咋这么会跑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/443128706912808","repostId":"443097190134608","repostType":1,"repost":{"id":443097190134608,"gmtCreate":1749200722944,"gmtModify":1749202237801,"author":{"id":"4097819820251420","authorId":"4097819820251420","name":"百倍之路","avatar":"https://static.tigerbbs.com/71b489864123c60c0a96c319e96b993d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097819820251420","authorIdStr":"4097819820251420"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$&nbsp;</a>,跑了","listText":"我平仓了<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$&nbsp;</a>,跑了","text":"我平仓了$Circle Internet Corp.(CRCL)$ ,跑了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/443097190134608","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":443064597487656,"gmtCreate":1749192916997,"gmtModify":1749192919921,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01093\">$石药集团(01093)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/01093\">$石药集团(01093)$ </a>&nbsp;","text":"$石药集团(01093)$","images":[{"img":"https://static.tigerbbs.com/37f1912d7f98161138f491decc1e31cc","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/443064597487656","isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":443064989172048,"gmtCreate":1749192883659,"gmtModify":1749192886214,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01093\">$石药集团(01093)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/01093\">$石药集团(01093)$ </a>&nbsp;","text":"$石药集团(01093)$","images":[{"img":"https://static.tigerbbs.com/4dd747477d7427a46d322b352aa295a4","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/443064989172048","isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":442999197688376,"gmtCreate":1749176604362,"gmtModify":1749176605533,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"力挺石药集团的做法！","listText":"力挺石药集团的做法！","text":"力挺石药集团的做法！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442999197688376","repostId":"2541004376","repostType":2,"repost":{"id":"2541004376","kind":"news","pubTimestamp":1749164600,"share":"https://www.laohu8.com/m/news/2541004376?lang=&edition=full","pubTime":"2025-06-06 07:03","market":"hk","language":"zh","title":"授权合作提前“预喜”，石药集团为何这么急？","url":"https://stock-news.laohu8.com/highlight/detail?id=2541004376","media":"阿尔法工场","summary":"作为石药集团神经系统板块的拳头产品，恩必普2022年销售额超60亿元。一旦仿制药大量涌入市场，瓜分恩必普的市场份额，石药集团面临的压力将再次升级。业绩层面的压力，早已反映到了石药集团股价层面。眼下，石药集团正在来到最艰难的时刻。石药集团也表示整个BD规模会在50亿美元左右，这引发了市场的无限期待。","content":"<html><body><article><p>（原标题：授权合作提前“预喜”，<a href=\"https://laohu8.com/S/01093\">石药集团</a>为何这么急？）</p><p><strong>作者 | 武月</strong><strong>来源 | 氨基观察</strong>导语：提前“预告”3项各50亿美元的交易，即使首付款按照5%计算，也高达7.5亿美元。这对于石药集团短期内的业绩提升不言而喻。</p><p>所有人的目光都集中在石药集团的BD“预喜”公告上。</p><p>5月30日上午，石药集团发布一份潜在授权即合作的公告，简单来说，包括EGFR ADC在内的多款产品正在磋商BD，共涉及3项潜在交易；</p><p>每笔交易的潜在首付款、里程碑付款以及商业化分成约为50亿美元。且其中之一已经处于后期阶段，预计将于6月份完成。</p><p>如此重磅BD消息，石药集团的股价自然应声大涨，市值再次逼近千亿大关。</p><p>事实上，在其正式公告之前，市场上已经有相关消息流传。因为石药集团于29日中午交出一份不及预期的一季报，营收、利润双下滑，而在财报电话会议上，公司管理层已经披露了上述BD消息，这也使得其股价在业绩发布之后，逆势大涨12%。</p><p>尽管石药集团在公告中多次提示BD的不确定性，但市场更多是沉浸于巨大的金额层面。3项50亿美元的交易，言下之意，潜在交易总额达150亿美元。即使首付款按照5%计算，也高达7.5亿美元。</p><p>乐观者认为，这是石药再次秀出创新肌肉，石药集团不断增长的研发，并没有带来创新药的估值溢价。随着新的重磅BD的达成，其业绩会有新的保障；谨慎者则认为，潜在大BD确实能驱动股价大涨，但重磅BD属于重大商业机密，也是涉及股价的敏感信息，在BD落地前就提前公告，是否有些突兀？</p><p>至少，在全球医药产业中，预告重磅BD都是活久见。或许，为了<span>市值管理</span>，石药集团还是太着急了。</p><p>业绩压力山大</p><p>近两年，石药集团在不断加码创新的同时，基本盘仍然是以传统业务为主，这也导致其正在经历转型以来的难关，业绩压力山大。</p><p>2024年，由于集采和医院控费等因素影响，公司收入规模虽然达到290亿元，但同比下滑7.8%；<span>净利润</span>46.82亿元，同比下滑25.4%。</p><p>2025年一季度，收入同比减21.9%至70亿元，低预期的88亿元，盈利同比减8.4%至15亿元，亦低预期的24亿元。</p><p>其中，由于集采，抗肿瘤业务继续大幅下滑，说明新药物上市目前仍未弥补不了多美素等老产品集采的影响。更重要的是，还有恩必普这个最大的不确定因素。</p><p>作为石药集团神经系统板块的拳头产品，恩必普2022年销售额超60亿元。然而，眼下的恩必普面临着前所未有的挑战，国家谈判持续降价，医保关注、医院控费让恩必普增长势头明显放缓。</p><p>而无论是恩必普注射剂还是胶囊，核心专利都已陆续到期，这意味着其即将面临仿制药企的正面竞争。一旦仿制药大量涌入市场，瓜分恩必普的市场份额，石药集团面临的压力将再次升级。</p><p>这也是市场一直以来的疑问、担忧所在，恩必普之后，谁来扛起石药的大旗？</p><p>业绩层面的压力，早已反映到了石药集团股价层面。去年一年，其股价下滑31%。</p><p>事实上，集采倒逼下，传统药企的“新老交替”阵痛已成共性，无论信力泰还是<a href=\"https://laohu8.com/S/600276\">恒瑞医药</a>，基本都花了两年以上的调整时间，才慢慢走出来。</p><p>眼下，石药集团正在来到最艰难的时刻。</p><p>预告BD的心思不难猜</p><p>目前看，石药集团似乎也希望通过持续的BD，来证明自己的创新实力与转型顺利。2024年，石药集团先后达成了3项BD交易，2025年，则官宣了3项潜在重磅BD：</p><p>包括EGFR ADC在内的多款产品正在磋商BD，共涉及3项潜在交易；</p><p>每笔交易的潜在首付款、里程碑付款以及商业化分成约为50亿美元；</p><p>且其中之一已经处于后期阶段，预计将于6月份完成。</p><p>3项50亿美元的交易，言下之意，潜在交易总额达150亿美元。即使首付款按照5%计算，也高达7.5亿美元，这对于石药集团短期内的业绩提升，不言而喻。</p><p>如此重磅的消息一出，所有人的目光都集中在其即将进行的新交易上，即使一季报不及预期也可以被忽略，石药集团的股价逆势大涨，市值再次逼近千亿大关。这也被市场调侃，石药集团又开创一个还没达成交易就释放消息的先例。</p><p>不可否认，创新药对外BD收入兑现会直接带来业绩的增长，乐观者也表示，经过多年的创新研发投入，石药集团再次秀出创新肌肉。以备受关注的EGFR ADC（SYS6010）为例，今年4月份刚刚在AACR上进行了口头报告。</p><p>根据其在AACR上公布的数据来看，在224例可评估晚期实体瘤患者中，ORR为31.3%，DCR为85.3%；在4.8mg/kg组，ORR达37.5%，DCR达83%。</p><p>其中，EGFR-TKI和含铂化疗双耐药的EGFR敏感突变非鳞NSCLC（n=78）：ORR为33.3%，DCR为92.3%。SYS6010的数据，初步展现出克服TKI耐药问题的潜力。石药集团也表示整个BD规模会在50亿美元左右，这引发了市场的无限期待。</p><p>然而，一个客观事实是，BD开花未必结果。对外授权除了首付款比较容易确认，其他里程碑付款是非常难拿到的。</p><p>创新药研发有风险，BD而来的分子失利也属于正常现象。根据并购金融服务公司SRS Acquiom此前的统计，里程碑的实现率仅为22%。至于实现里程碑所触发的金额则更少，能够拿到的里程碑金额仅为总金额的3%。</p><p>事实上，从石药集团早期BD的Claudin 18.2 ADC EO-3021和Nectin4 ADC CRB-70就可以看到难度有多大，失败率有多高。</p><p>2024年3月，由于海外临床未能复制中国数据，石药集团的合作伙伴决定终止开发EO-3021。</p><p>同一时期，CRB-70在尿路上皮癌的数据似乎也出现了滑坡，中国临床ORR数据为44%，而海外临床ORR数据为25%。尽管两者无法直接比较，因为入组条件不同，但也反映出，在放宽Nectin-4表达的情况下，CRB-70在尿路上皮癌的疗效可能降低。</p><p>从EO-3021到CRB-70，海外临床均未复制中国数据，危机接二连三浮现。当然，不只是石药集团，任何一家药企的BD都有无法结果的可能，毕竟创新药研发本就是九死一生的。</p><p><strong>市值管理与时间困境</strong></p><p>事实上，业绩增长乏力，“倒逼”着石药集团大力加码新药，然而，创新兑现需要时间。</p><p>困境之下，石药集团明显加大了资本运作，去年以来不停往A股的<a href=\"https://laohu8.com/S/300765\">新诺威</a>注入旗下的创新药<span>资产</span>，比如巨石生物，又比如石药百克。</p><p>除此之外，石药集团还曾抛出了50亿港币的超大<span>回购</span>案，来进行市值管理。</p><p>资本运作、市值管理并无可厚非，有头有脸的Pharma几乎都在加大资本运作。然而，石药集团这次的BD预告操作，依然引来部分投资者的质疑，即在BD落地前就提前公告，是否有些突兀？也有投资者表示，之前公司给的业绩指引未达成，不再相信管理层画的饼。</p><p>为了市值管理，石药集团或许还是太着急了。在部分投资者看来，这些BD并不能真正解决其产品断档期的焦虑。</p><p>公司后面的创新药管线中，真正能够扛起恩必普大旗的产品，似乎还未出现。公司管理层非常看好司美格鲁肽的仿制药和减肥药物的后续管线，将该领域的远期销售指引定义为100亿。</p><p>但这一领域，不仅有<a href=\"https://laohu8.com/S/LLY\">礼来</a>、<a href=\"https://laohu8.com/S/NVO\">诺和诺德</a>这两大强者，更是足够内卷。</p><p>当然，一个不可否认的事实是，中国创新药的发展已经到了历史的转折点，一些传统大药企经过多年的发展与投入，创新药也开始进入收获的季节。</p><p>比如<a href=\"https://laohu8.com/S/01276\">恒瑞医药</a>通过BD授权收入，已经重回高速增长车道；<a href=\"https://laohu8.com/S/03692\">翰森制药</a>的创新药收入占比超7成。近期，<a href=\"https://laohu8.com/S/01530\">三生制药</a>更是创下新的BD纪录，以12.5亿美元首付、48亿里程碑付款将其PD-1/VEGF双抗授权给<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>。</p><p>不仅是biotech重视BD，如今BD交易对这些大药企的业绩影响也已经不容忽略。无论是恒瑞医药，还是石药集团，都在加大对BD的重视，在可预见的未来很长一段时间内，BD的一次性首付款还会继续大幅度影响它们的业绩。</p><p>比如2024年，石药集团3款药物对外BD，授权费收入17.83亿元。考虑到授权费所需要摊销的成本有限，因此对利润规模的提升帮助较大。尽管即将达成的BD会再次提升石药集团的业绩，但在某种程度上，这也进一步凸显了其目前的转型困境。</p><p>当然，好的一点是，大药企在转型之中占有不少有利因素，比如超越行业均值的资金、资源，尽管阵痛强烈，腾挪空间也足够。</p><p>任何产业转型不是一蹴而就的，尤其是创新药这种需要时间和耐心的产业。这也要求转型期的传统药企，时刻保持初心和耐心，更不能走捷径。</p><p>因为时间是最公平的。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250606071540367v2011ffbdc9nmam\"/></article></body></html>","source":"tencent","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>授权合作提前“预喜”，石药集团为何这么急？</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授权合作提前“预喜”，石药集团为何这么急？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-06 07:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025060607154495108edf&s=b><strong>阿尔法工场</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>（原标题：授权合作提前“预喜”，石药集团为何这么急？）作者 | 武月来源 | 氨基观察导语：提前“预告”3项各50亿美元的交易，即使首付款按照5%计算，也高达7.5亿美元。这对于石药集团短期内的业绩提升不言而喻。所有人的目光都集中在石药集团的BD“预喜”公告上。5月30日上午，石药集团发布一份潜在授权即合作的公告，简单来说，包括EGFR ADC在内的多款产品正在磋商BD，共涉及3项潜在交易；每笔...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025060607154495108edf&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1521":"挪威政府全球养老基金持仓","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","BK1191":"制药","IE00BZ08YS42.EUR":"GUINNESS BEST OF CHINA \"C\" (EUR) ACC","IE00BZ08YT58.USD":"GUINNESS BEST OF CHINA \"C\" (USD) ACC","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","IE0008369823.USD":"FSSA HONG KONG GROWTH \"I\" ACC","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU1226287529.USD":"UBS (LUX) KEY SELECTION SICAV - CHINA ALLOCATION  OPPORTUNITY (USD) \"P\" (USD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU1960683339.HKD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (HKD) ACC","01093":"石药集团","LU1951186391.HKD":"UBS (LUX) KEY SEL CHINA ALLOCATION OPPORTUNITY (US \"P\" (HKD) INC","BK1515":"抗疫概念","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","IE00B031HY20.USD":"FSSA CHINA GROWTH \"I\" (USD) INC","LU1226287792.SGD":"UBS (LUX) KEY SEL S-CHINA ALLOCATION OPP \"P\" (SGDHDG) INC","LU0140636845.USD":"施罗德大中华区股票A Acc","LU1226287875.USD":"UBS (LUX) KEY SEL S-CHINA ALLOCATION OPP \"PM\" (USD) INC","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU1226288253.USD":"UBS (LUX) KEY SELECTION SICAV - CHINA ALLOCATION  OPPORTUNITY (USD) \"P\" (USD) INC","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","IE0008368742.USD":"首域中国增长基金I Acc","LU1226288170.HKD":"UBS (LUX) KEY SEL S-CHINA ALLOCATION OPP \"P6%\"(HK D) INC","IE00BZ08YR35.GBP":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025060607154495108edf&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2541004376","content_text":"（原标题：授权合作提前“预喜”，石药集团为何这么急？）作者 | 武月来源 | 氨基观察导语：提前“预告”3项各50亿美元的交易，即使首付款按照5%计算，也高达7.5亿美元。这对于石药集团短期内的业绩提升不言而喻。所有人的目光都集中在石药集团的BD“预喜”公告上。5月30日上午，石药集团发布一份潜在授权即合作的公告，简单来说，包括EGFR ADC在内的多款产品正在磋商BD，共涉及3项潜在交易；每笔交易的潜在首付款、里程碑付款以及商业化分成约为50亿美元。且其中之一已经处于后期阶段，预计将于6月份完成。如此重磅BD消息，石药集团的股价自然应声大涨，市值再次逼近千亿大关。事实上，在其正式公告之前，市场上已经有相关消息流传。因为石药集团于29日中午交出一份不及预期的一季报，营收、利润双下滑，而在财报电话会议上，公司管理层已经披露了上述BD消息，这也使得其股价在业绩发布之后，逆势大涨12%。尽管石药集团在公告中多次提示BD的不确定性，但市场更多是沉浸于巨大的金额层面。3项50亿美元的交易，言下之意，潜在交易总额达150亿美元。即使首付款按照5%计算，也高达7.5亿美元。乐观者认为，这是石药再次秀出创新肌肉，石药集团不断增长的研发，并没有带来创新药的估值溢价。随着新的重磅BD的达成，其业绩会有新的保障；谨慎者则认为，潜在大BD确实能驱动股价大涨，但重磅BD属于重大商业机密，也是涉及股价的敏感信息，在BD落地前就提前公告，是否有些突兀？至少，在全球医药产业中，预告重磅BD都是活久见。或许，为了市值管理，石药集团还是太着急了。业绩压力山大近两年，石药集团在不断加码创新的同时，基本盘仍然是以传统业务为主，这也导致其正在经历转型以来的难关，业绩压力山大。2024年，由于集采和医院控费等因素影响，公司收入规模虽然达到290亿元，但同比下滑7.8%；净利润46.82亿元，同比下滑25.4%。2025年一季度，收入同比减21.9%至70亿元，低预期的88亿元，盈利同比减8.4%至15亿元，亦低预期的24亿元。其中，由于集采，抗肿瘤业务继续大幅下滑，说明新药物上市目前仍未弥补不了多美素等老产品集采的影响。更重要的是，还有恩必普这个最大的不确定因素。作为石药集团神经系统板块的拳头产品，恩必普2022年销售额超60亿元。然而，眼下的恩必普面临着前所未有的挑战，国家谈判持续降价，医保关注、医院控费让恩必普增长势头明显放缓。而无论是恩必普注射剂还是胶囊，核心专利都已陆续到期，这意味着其即将面临仿制药企的正面竞争。一旦仿制药大量涌入市场，瓜分恩必普的市场份额，石药集团面临的压力将再次升级。这也是市场一直以来的疑问、担忧所在，恩必普之后，谁来扛起石药的大旗？业绩层面的压力，早已反映到了石药集团股价层面。去年一年，其股价下滑31%。事实上，集采倒逼下，传统药企的“新老交替”阵痛已成共性，无论信力泰还是恒瑞医药，基本都花了两年以上的调整时间，才慢慢走出来。眼下，石药集团正在来到最艰难的时刻。预告BD的心思不难猜目前看，石药集团似乎也希望通过持续的BD，来证明自己的创新实力与转型顺利。2024年，石药集团先后达成了3项BD交易，2025年，则官宣了3项潜在重磅BD：包括EGFR ADC在内的多款产品正在磋商BD，共涉及3项潜在交易；每笔交易的潜在首付款、里程碑付款以及商业化分成约为50亿美元；且其中之一已经处于后期阶段，预计将于6月份完成。3项50亿美元的交易，言下之意，潜在交易总额达150亿美元。即使首付款按照5%计算，也高达7.5亿美元，这对于石药集团短期内的业绩提升，不言而喻。如此重磅的消息一出，所有人的目光都集中在其即将进行的新交易上，即使一季报不及预期也可以被忽略，石药集团的股价逆势大涨，市值再次逼近千亿大关。这也被市场调侃，石药集团又开创一个还没达成交易就释放消息的先例。不可否认，创新药对外BD收入兑现会直接带来业绩的增长，乐观者也表示，经过多年的创新研发投入，石药集团再次秀出创新肌肉。以备受关注的EGFR ADC（SYS6010）为例，今年4月份刚刚在AACR上进行了口头报告。根据其在AACR上公布的数据来看，在224例可评估晚期实体瘤患者中，ORR为31.3%，DCR为85.3%；在4.8mg/kg组，ORR达37.5%，DCR达83%。其中，EGFR-TKI和含铂化疗双耐药的EGFR敏感突变非鳞NSCLC（n=78）：ORR为33.3%，DCR为92.3%。SYS6010的数据，初步展现出克服TKI耐药问题的潜力。石药集团也表示整个BD规模会在50亿美元左右，这引发了市场的无限期待。然而，一个客观事实是，BD开花未必结果。对外授权除了首付款比较容易确认，其他里程碑付款是非常难拿到的。创新药研发有风险，BD而来的分子失利也属于正常现象。根据并购金融服务公司SRS Acquiom此前的统计，里程碑的实现率仅为22%。至于实现里程碑所触发的金额则更少，能够拿到的里程碑金额仅为总金额的3%。事实上，从石药集团早期BD的Claudin 18.2 ADC EO-3021和Nectin4 ADC CRB-70就可以看到难度有多大，失败率有多高。2024年3月，由于海外临床未能复制中国数据，石药集团的合作伙伴决定终止开发EO-3021。同一时期，CRB-70在尿路上皮癌的数据似乎也出现了滑坡，中国临床ORR数据为44%，而海外临床ORR数据为25%。尽管两者无法直接比较，因为入组条件不同，但也反映出，在放宽Nectin-4表达的情况下，CRB-70在尿路上皮癌的疗效可能降低。从EO-3021到CRB-70，海外临床均未复制中国数据，危机接二连三浮现。当然，不只是石药集团，任何一家药企的BD都有无法结果的可能，毕竟创新药研发本就是九死一生的。市值管理与时间困境事实上，业绩增长乏力，“倒逼”着石药集团大力加码新药，然而，创新兑现需要时间。困境之下，石药集团明显加大了资本运作，去年以来不停往A股的新诺威注入旗下的创新药资产，比如巨石生物，又比如石药百克。除此之外，石药集团还曾抛出了50亿港币的超大回购案，来进行市值管理。资本运作、市值管理并无可厚非，有头有脸的Pharma几乎都在加大资本运作。然而，石药集团这次的BD预告操作，依然引来部分投资者的质疑，即在BD落地前就提前公告，是否有些突兀？也有投资者表示，之前公司给的业绩指引未达成，不再相信管理层画的饼。为了市值管理，石药集团或许还是太着急了。在部分投资者看来，这些BD并不能真正解决其产品断档期的焦虑。公司后面的创新药管线中，真正能够扛起恩必普大旗的产品，似乎还未出现。公司管理层非常看好司美格鲁肽的仿制药和减肥药物的后续管线，将该领域的远期销售指引定义为100亿。但这一领域，不仅有礼来、诺和诺德这两大强者，更是足够内卷。当然，一个不可否认的事实是，中国创新药的发展已经到了历史的转折点，一些传统大药企经过多年的发展与投入，创新药也开始进入收获的季节。比如恒瑞医药通过BD授权收入，已经重回高速增长车道；翰森制药的创新药收入占比超7成。近期，三生制药更是创下新的BD纪录，以12.5亿美元首付、48亿里程碑付款将其PD-1/VEGF双抗授权给辉瑞。不仅是biotech重视BD，如今BD交易对这些大药企的业绩影响也已经不容忽略。无论是恒瑞医药，还是石药集团，都在加大对BD的重视，在可预见的未来很长一段时间内，BD的一次性首付款还会继续大幅度影响它们的业绩。比如2024年，石药集团3款药物对外BD，授权费收入17.83亿元。考虑到授权费所需要摊销的成本有限，因此对利润规模的提升帮助较大。尽管即将达成的BD会再次提升石药集团的业绩，但在某种程度上，这也进一步凸显了其目前的转型困境。当然，好的一点是，大药企在转型之中占有不少有利因素，比如超越行业均值的资金、资源，尽管阵痛强烈，腾挪空间也足够。任何产业转型不是一蹴而就的，尤其是创新药这种需要时间和耐心的产业。这也要求转型期的传统药企，时刻保持初心和耐心，更不能走捷径。因为时间是最公平的。","news_type":1,"symbols_score_info":{"01093":1}},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442849927455520,"gmtCreate":1749140458055,"gmtModify":1749140459075,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"看法就是坚定的持有股票，数钱数到手抽筋！","listText":"看法就是坚定的持有股票，数钱数到手抽筋！","text":"看法就是坚定的持有股票，数钱数到手抽筋！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442849927455520","repostId":"1127332783","repostType":2,"repost":{"id":"1127332783","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":1749139209,"share":"https://www.laohu8.com/m/news/1127332783?lang=&edition=full","pubTime":"2025-06-06 00:00","market":"us","language":"zh","title":"大型科技股走高，亚马逊涨超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1127332783","media":"老虎资讯综合","summary":"6月5日（周四），科技股盘中普遍上涨，$亚马逊(AMZN)$涨超2%，$英特尔(INTC)$、$台积电(TSM)$、$英伟达(NVDA)$、博通涨1%。消息方面：美国商务部长卢特尼克称，如果欧盟想达成协议，就要放松对科技公司的压力。","content":"<html><head></head><body><p>6月5日（周四），科技股盘中普遍上涨，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨超2%，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、博通涨1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e729e18c6cca947a1ced57cd3896a9d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息方面：美国商务部长卢特尼克称，如果欧盟想达成协议，就要放松对科技公司的压力。</p><p>亚马逊宣布将在其神秘的硬件研发部门 Lab126 内组建一支新的 Agentic AI（代理式人工智能）团队，开始物理 AI 的研发工作。具体而言，该公司计划开发一个用于机器人的 Agentic AI 框架，这可能开始影响蓝领工作，尤其是在其仓库中的岗位。</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>大型科技股走高，亚马逊涨超2%</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大型科技股走高，亚马逊涨超2%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-06-06 00:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月5日（周四），科技股盘中普遍上涨，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨超2%，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、博通涨1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e729e18c6cca947a1ced57cd3896a9d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息方面：美国商务部长卢特尼克称，如果欧盟想达成协议，就要放松对科技公司的压力。</p><p>亚马逊宣布将在其神秘的硬件研发部门 Lab126 内组建一支新的 Agentic AI（代理式人工智能）团队，开始物理 AI 的研发工作。具体而言，该公司计划开发一个用于机器人的 Agentic AI 框架，这可能开始影响蓝领工作，尤其是在其仓库中的岗位。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/53c38b893b1ea0d52d5173f0c3bc05ca","relate_stocks":{"AMZN":"亚马逊","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127332783","content_text":"6月5日（周四），科技股盘中普遍上涨，亚马逊涨超2%，英特尔、台积电、英伟达、博通涨1%。消息方面：美国商务部长卢特尼克称，如果欧盟想达成协议，就要放松对科技公司的压力。亚马逊宣布将在其神秘的硬件研发部门 Lab126 内组建一支新的 Agentic AI（代理式人工智能）团队，开始物理 AI 的研发工作。具体而言，该公司计划开发一个用于机器人的 Agentic AI 框架，这可能开始影响蓝领工作，尤其是在其仓库中的岗位。","news_type":1,"symbols_score_info":{"AMZN":1.1,"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442835947192560,"gmtCreate":1749136444768,"gmtModify":1749136445795,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"英伟达亲儿子今天不灵了？？","listText":"英伟达亲儿子今天不灵了？？","text":"英伟达亲儿子今天不灵了？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/442835947192560","repostId":"1162806975","repostType":2,"repost":{"id":"1162806975","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":1749131414,"share":"https://www.laohu8.com/m/news/1162806975?lang=&edition=full","pubTime":"2025-06-05 21:50","market":"us","language":"zh","title":"美股异动 | 英伟达概念股涨跌不一，NEBIUS涨超16%，CoreWeave跌超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1162806975","media":"老虎资讯综合","summary":"6月5日周四，$英伟达(NVDA)$概念股走势分化，$NEBIUS(NBIS)$涨超16%，ARM涨近2%，CoreWeave跌超8%，RXRX跌超4%","content":"<html><head></head><body><p>6月5日周四，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>概念股走势分化，<a href=\"https://laohu8.com/S/NBIS\">NEBIUS</a>涨超16%，ARM涨近2%，CoreWeave跌超8%，RXRX跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a41e33bd82127da84488c4fc25229fa5\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>美股异动 | 英伟达概念股涨跌不一，NEBIUS涨超16%，CoreWeave跌超8%</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美股异动 | 英伟达概念股涨跌不一，NEBIUS涨超16%，CoreWeave跌超8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-06-05 21:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月5日周四，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>概念股走势分化，<a href=\"https://laohu8.com/S/NBIS\">NEBIUS</a>涨超16%，ARM涨近2%，CoreWeave跌超8%，RXRX跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a41e33bd82127da84488c4fc25229fa5\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae","relate_stocks":{"NVDA":"英伟达","BK4529":"IDC概念","NBIS":"NEBIUS","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0823431563.USD":"BNP PARIBAS RUSSIA EQUITY \"C\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","ARM":"ARM Holdings","BK4097":"系统软件","BK4581":"高盛持仓","CRWV":"CoreWeave, Inc.","BK4609":"英伟达持仓股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162806975","content_text":"6月5日周四，英伟达概念股走势分化，NEBIUS涨超16%，ARM涨近2%，CoreWeave跌超8%，RXRX跌超4%。","news_type":1,"symbols_score_info":{"ARM":1,"CRWV":1.1,"NBIS":1,"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":427963471066008,"gmtCreate":1745504051052,"gmtModify":1745504052905,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDL\">$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDL\">$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ </a>&nbsp;","text":"$GraniteShares 2x Long NVDA Daily ETF(NVDL)$","images":[{"img":"https://static.tigerbbs.com/93f5490cc4b56f5d440bda96f254a3b0","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/427963471066008","isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":415261612552304,"gmtCreate":1742401900748,"gmtModify":1742402800917,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02561\">$维升药业-B(02561)$ </a> 中了一手，大约能赚多少？？","listText":"<a href=\"https://laohu8.com/S/02561\">$维升药业-B(02561)$ </a> 中了一手，大约能赚多少？？","text":"$维升药业-B(02561)$ 中了一手，大约能赚多少？？","images":[{"img":"https://static.tigerbbs.com/aafd15773bab353d739fcdf3a6d216a1","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/415261612552304","isVote":1,"tweetType":1,"viewCount":6318,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3511766062998412","authorId":"3511766062998412","name":"时光丶印画","avatar":"https://static.tigerbbs.com/9a2a4ebe15e327422047e6de557d1bee","crmLevel":5,"crmLevelSwitch":0,"idStr":"3511766062998412","authorIdStr":"3511766062998412"},"content":"现在58左右 你说挣多少[流泪]","text":"现在58左右 你说挣多少[流泪]","html":"现在58左右 你说挣多少[流泪]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":427155777139424,"gmtCreate":1745309777514,"gmtModify":1745309780656,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDL\">$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDL\">$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ </a>&nbsp;","text":"$GraniteShares 2x Long NVDA Daily ETF(NVDL)$","images":[{"img":"https://static.tigerbbs.com/528f9646f719d9ae27c1dfc3ecfad54e","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427155777139424","isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":420214282088856,"gmtCreate":1743622017557,"gmtModify":1743622021604,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDL\">$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDL\">$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ </a>&nbsp;","text":"$GraniteShares 2x Long NVDA Daily ETF(NVDL)$","images":[{"img":"https://static.tigerbbs.com/cb4605255f3faa9958c4ddd9d91d49bf","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420214282088856","isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":405844780482856,"gmtCreate":1740109724415,"gmtModify":1740109725153,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XAUUSD.FOREX\">$黄金/美元(XAUUSD.FOREX)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/XAUUSD.FOREX\">$黄金/美元(XAUUSD.FOREX)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$黄金/美元(XAUUSD.FOREX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405844780482856","isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":407447783301448,"gmtCreate":1740492932633,"gmtModify":1740492934830,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"坚定持有！天荒地老！","listText":"坚定持有！天荒地老！","text":"坚定持有！天荒地老！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407447783301448","isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447347273613536,"gmtCreate":1750236974090,"gmtModify":1750236975940,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03288\">$海天味业(03288)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/03288\">$海天味业(03288)$ </a>&nbsp;","text":"$海天味业(03288)$","images":[{"img":"https://static.tigerbbs.com/dbb80e21501d25b04fa659fee3595bf0","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447347273613536","isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":440558609281616,"gmtCreate":1748596561905,"gmtModify":1748596563493,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"我炒美股的时候正是高点买了点<a href=\"https://laohu8.com/S/NVDA\"> $英伟达(NVDA)$ </a><a href=\"https://laohu8.com/S/NVDX\"> $T-REX 2X LONG NVIDIA DAILY TARGET ETF(NVDX)$ </a>一直没有解套，不过我坚信，肯定解套在六月！大家给我打打气😁","listText":"我炒美股的时候正是高点买了点<a href=\"https://laohu8.com/S/NVDA\"> $英伟达(NVDA)$ </a><a href=\"https://laohu8.com/S/NVDX\"> $T-REX 2X LONG NVIDIA DAILY TARGET ETF(NVDX)$ </a>一直没有解套，不过我坚信，肯定解套在六月！大家给我打打气😁","text":"我炒美股的时候正是高点买了点 $英伟达(NVDA)$ $T-REX 2X LONG NVIDIA DAILY TARGET ETF(NVDX)$ 一直没有解套，不过我坚信，肯定解套在六月！大家给我打打气😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/440558609281616","isVote":1,"tweetType":1,"viewCount":973,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"杰西利弗莫尔1亿目标","avatar":"https://static.tigerbbs.com/088532eac890f961cd0f3578b19e001f","crmLevel":6,"crmLevelSwitch":1,"idStr":"3503690422459425","authorIdStr":"3503690422459425"},"content":"哈，巴菲特跟罗杰斯都在大量抛售股票了","text":"哈，巴菲特跟罗杰斯都在大量抛售股票了","html":"哈，巴菲特跟罗杰斯都在大量抛售股票了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417619998847544,"gmtCreate":1742956755792,"gmtModify":1742958538940,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02561\">$维升药业-B(02561)$ </a> 第一次中，就深坑被埋！艹","listText":"<a href=\"https://laohu8.com/S/02561\">$维升药业-B(02561)$ </a> 第一次中，就深坑被埋！艹","text":"$维升药业-B(02561)$ 第一次中，就深坑被埋！艹","images":[{"img":"https://static.tigerbbs.com/1373fc956121040ced8ec49af9610bb6","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/417619998847544","isVote":1,"tweetType":1,"viewCount":1573,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3551645374105058","authorId":"3551645374105058","name":"虎虎生威200505","avatar":"https://static.tigerbbs.com/d6bca79599b137d8e146738a6225719a","crmLevel":6,"crmLevelSwitch":0,"idStr":"3551645374105058","authorIdStr":"3551645374105058"},"content":"你的名字对得起你的苦难，没关系，会习惯的😁","text":"你的名字对得起你的苦难，没关系，会习惯的😁","html":"你的名字对得起你的苦难，没关系，会习惯的😁"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":415713286525016,"gmtCreate":1742522005308,"gmtModify":1742522007608,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02561\">$维升药业-B(02561)$ </a> 第一次中，就进了大坑！","listText":"<a href=\"https://laohu8.com/S/02561\">$维升药业-B(02561)$ </a> 第一次中，就进了大坑！","text":"$维升药业-B(02561)$ 第一次中，就进了大坑！","images":[{"img":"https://static.tigerbbs.com/995370ddab5965494c7363e69794e472","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/415713286525016","isVote":1,"tweetType":1,"viewCount":1743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":402505616785704,"gmtCreate":1739286078121,"gmtModify":1739286079699,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 马斯克动了财阀的蛋糕，估计会从股市上把马斯克干掉！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 马斯克动了财阀的蛋糕，估计会从股市上把马斯克干掉！","text":"$特斯拉(TSLA)$ 马斯克动了财阀的蛋糕，估计会从股市上把马斯克干掉！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/402505616785704","isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408057083130048,"gmtCreate":1740644796906,"gmtModify":1740644798491,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 看好，一百年不许变","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 看好，一百年不许变","text":"$英伟达(NVDA)$ 看好，一百年不许变","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408057083130048","isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399663614816848,"gmtCreate":1738596964335,"gmtModify":1738596965664,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 感觉特斯拉到280可以近点","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 感觉特斯拉到280可以近点","text":"$特斯拉(TSLA)$ 感觉特斯拉到280可以近点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/399663614816848","isVote":1,"tweetType":1,"viewCount":1189,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479243000880013","authorId":"3479243000880013","name":"豆丁的歌","avatar":"https://static.tigerbbs.com/0653fbfe2049c3e4bd0208aa0f1cf190","crmLevel":4,"crmLevelSwitch":0,"idStr":"3479243000880013","authorIdStr":"3479243000880013"},"content":"太高了吧？180再进吧[笑哭]","text":"太高了吧？180再进吧[笑哭]","html":"太高了吧？180再进吧[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440555739144744,"gmtCreate":1748595883166,"gmtModify":1748595885336,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01093\">$石药集团(01093)$ </a> 石药集团最近还是相当的给力！👍","listText":"<a href=\"https://laohu8.com/S/01093\">$石药集团(01093)$ </a> 石药集团最近还是相当的给力！👍","text":"$石药集团(01093)$ 石药集团最近还是相当的给力！👍","images":[{"img":"https://static.tigerbbs.com/564e9f758e7fe8e605343729c22f6c2e","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/440555739144744","isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":432140603027464,"gmtCreate":1746515629271,"gmtModify":1746515632404,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01093\">$石药集团(01093)$ </a> 今天跌了好多啊，啥情况？？？","listText":"<a href=\"https://laohu8.com/S/01093\">$石药集团(01093)$ </a> 今天跌了好多啊，啥情况？？？","text":"$石药集团(01093)$ 今天跌了好多啊，啥情况？？？","images":[{"img":"https://static.tigerbbs.com/7a08aca18a2ace8f5771cef6832a4868","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/432140603027464","isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561762927638597","authorId":"3561762927638597","name":"一把锁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3561762927638597","authorIdStr":"3561762927638597"},"content":"你都开通港股了还买这玩意儿啊，不割你割谁","text":"你都开通港股了还买这玩意儿啊，不割你割谁","html":"你都开通港股了还买这玩意儿啊，不割你割谁"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":405141347840304,"gmtCreate":1739935463023,"gmtModify":1739935464431,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 我让老虎ai给我推荐今年能翻倍的股票，他给我推荐的是英伟达","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 我让老虎ai给我推荐今年能翻倍的股票，他给我推荐的是英伟达","text":"$英伟达(NVDA)$ 我让老虎ai给我推荐今年能翻倍的股票，他给我推荐的是英伟达","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405141347840304","isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442835947192560,"gmtCreate":1749136444768,"gmtModify":1749136445795,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"英伟达亲儿子今天不灵了？？","listText":"英伟达亲儿子今天不灵了？？","text":"英伟达亲儿子今天不灵了？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/442835947192560","repostId":"1162806975","repostType":2,"repost":{"id":"1162806975","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":1749131414,"share":"https://www.laohu8.com/m/news/1162806975?lang=&edition=full","pubTime":"2025-06-05 21:50","market":"us","language":"zh","title":"美股异动 | 英伟达概念股涨跌不一，NEBIUS涨超16%，CoreWeave跌超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1162806975","media":"老虎资讯综合","summary":"6月5日周四，$英伟达(NVDA)$概念股走势分化，$NEBIUS(NBIS)$涨超16%，ARM涨近2%，CoreWeave跌超8%，RXRX跌超4%","content":"<html><head></head><body><p>6月5日周四，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>概念股走势分化，<a href=\"https://laohu8.com/S/NBIS\">NEBIUS</a>涨超16%，ARM涨近2%，CoreWeave跌超8%，RXRX跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a41e33bd82127da84488c4fc25229fa5\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>美股异动 | 英伟达概念股涨跌不一，NEBIUS涨超16%，CoreWeave跌超8%</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美股异动 | 英伟达概念股涨跌不一，NEBIUS涨超16%，CoreWeave跌超8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-06-05 21:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月5日周四，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>概念股走势分化，<a href=\"https://laohu8.com/S/NBIS\">NEBIUS</a>涨超16%，ARM涨近2%，CoreWeave跌超8%，RXRX跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a41e33bd82127da84488c4fc25229fa5\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae","relate_stocks":{"NVDA":"英伟达","BK4529":"IDC概念","NBIS":"NEBIUS","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0823431563.USD":"BNP PARIBAS RUSSIA EQUITY \"C\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","ARM":"ARM Holdings","BK4097":"系统软件","BK4581":"高盛持仓","CRWV":"CoreWeave, Inc.","BK4609":"英伟达持仓股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162806975","content_text":"6月5日周四，英伟达概念股走势分化，NEBIUS涨超16%，ARM涨近2%，CoreWeave跌超8%，RXRX跌超4%。","news_type":1,"symbols_score_info":{"ARM":1,"CRWV":1.1,"NBIS":1,"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442129106501816,"gmtCreate":1748964077657,"gmtModify":1748964078725,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"这辈子就靠英伟达翻身了，千万不要掉链子！","listText":"这辈子就靠英伟达翻身了，千万不要掉链子！","text":"这辈子就靠英伟达翻身了，千万不要掉链子！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/442129106501816","repostId":"1184041036","repostType":2,"repost":{"id":"1184041036","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":1748962617,"share":"https://www.laohu8.com/m/news/1184041036?lang=&edition=full","pubTime":"2025-06-03 22:56","market":"us","language":"zh","title":"英伟达涨超3%，杰富瑞预测英伟达今年利润率可能高达80%","url":"https://stock-news.laohu8.com/highlight/detail?id=1184041036","media":"老虎资讯综合","summary":"英伟达已转型为全面AI基础设施供应商。","content":"<html><head></head><body><p>美东时间周二早盘，英伟达股价震荡拉升，截至发稿涨超3%。此前券商杰富瑞将该芯片制造商列为首选股，并预测其今年利润率可能高达80%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50a0ff5b06ef2dc72470769ea22aa2b0\" tg-width=\"560\" tg-height=\"240\"/></p><p>杰富瑞分析师布雷恩-柯蒂斯（Blayne Curtis）将英伟达纳入该投行“最高确信度”股票名单，指出新一代Blackwell芯片的产能爬坡是关键驱动因素。他认为Blackwell芯片激增的需求将显著推动利润率扩张。目前英伟达毛利率约为61%，但杰富瑞预测随着Blackwell芯片量产加速，该数字可能跃升至80%。如此高的利润率在硬件领域实属罕见，凸显了英伟达强大的定价能力与市场地位。</p><p>该机构指出，英伟达已超越单纯芯片销售，转型为全面AI基础设施供应商。从超大规模数据中心到对冲基金，客户正争相采购其集硬件、软件和系统于一体的解决方案。随着AI工作负载激增，持续的软件授权和大规模部署有望进一步提升盈利能力。</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>英伟达涨超3%，杰富瑞预测英伟达今年利润率可能高达80%</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英伟达涨超3%，杰富瑞预测英伟达今年利润率可能高达80%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-06-03 22:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美东时间周二早盘，英伟达股价震荡拉升，截至发稿涨超3%。此前券商杰富瑞将该芯片制造商列为首选股，并预测其今年利润率可能高达80%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50a0ff5b06ef2dc72470769ea22aa2b0\" tg-width=\"560\" tg-height=\"240\"/></p><p>杰富瑞分析师布雷恩-柯蒂斯（Blayne Curtis）将英伟达纳入该投行“最高确信度”股票名单，指出新一代Blackwell芯片的产能爬坡是关键驱动因素。他认为Blackwell芯片激增的需求将显著推动利润率扩张。目前英伟达毛利率约为61%，但杰富瑞预测随着Blackwell芯片量产加速，该数字可能跃升至80%。如此高的利润率在硬件领域实属罕见，凸显了英伟达强大的定价能力与市场地位。</p><p>该机构指出，英伟达已超越单纯芯片销售，转型为全面AI基础设施供应商。从超大规模数据中心到对冲基金，客户正争相采购其集硬件、软件和系统于一体的解决方案。随着AI工作负载激增，持续的软件授权和大规模部署有望进一步提升盈利能力。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3286a58dbaeafcabd8dd40fef996d961","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184041036","content_text":"美东时间周二早盘，英伟达股价震荡拉升，截至发稿涨超3%。此前券商杰富瑞将该芯片制造商列为首选股，并预测其今年利润率可能高达80%。杰富瑞分析师布雷恩-柯蒂斯（Blayne Curtis）将英伟达纳入该投行“最高确信度”股票名单，指出新一代Blackwell芯片的产能爬坡是关键驱动因素。他认为Blackwell芯片激增的需求将显著推动利润率扩张。目前英伟达毛利率约为61%，但杰富瑞预测随着Blackwell芯片量产加速，该数字可能跃升至80%。如此高的利润率在硬件领域实属罕见，凸显了英伟达强大的定价能力与市场地位。该机构指出，英伟达已超越单纯芯片销售，转型为全面AI基础设施供应商。从超大规模数据中心到对冲基金，客户正争相采购其集硬件、软件和系统于一体的解决方案。随着AI工作负载激增，持续的软件授权和大规模部署有望进一步提升盈利能力。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441705468101120,"gmtCreate":1748876733982,"gmtModify":1748876736259,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01093\">$石药集团(01093)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/01093\">$石药集团(01093)$ </a>&nbsp;","text":"$石药集团(01093)$","images":[{"img":"https://static.tigerbbs.com/2cd5ea89133ebc4fb6d3032553a96e33","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/441705468101120","isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":440655909449864,"gmtCreate":1748620504789,"gmtModify":1748620506654,"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"themes":[],"htmlText":"英伟达六月必上160","listText":"英伟达六月必上160","text":"英伟达六月必上160","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440655909449864","isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}