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ruan_7128
05-03 22:16
$沪上阿姨(02589)$
没买,今年准备换点港币再说。
ruan_7128
05-03 22:13
虽然标普九连阳,再上就是危机重重,川普不受控,令投资者防不胜防,下周要小心谨慎。
ruan_7128
05-03 22:08
$伯克希尔B(BRK.B)$
最想问一下川普是否接受神经方面的检查,是否有检查结果?
ruan_7128
05-03 22:02
这4个天才我是望尘莫及,我用DeepSeeek看了一下,是几个组合,娱乐娱乐可以,真要是实战还是要有自己的一套战法,我们的资金量不大,无法与这4位大仙匹配,大资金有大玩法,小资金有小玩法,而且我们的消息来源也有限而且是比较滞后,只有不断总结,紧盯着几个热门股就可以了,控制好自己的仓位,相信自己不会被淘汰。
ruan_7128
05-02 20:34
利好美元
美国4月非农新增17.7万人超预期,失业率持稳!市场仍押注年内四次降息
ruan_7128
05-02 13:09
4月份动荡令人不安,5月份川普是否再出幺蛾子就难说了,现在的技术面已无法说明什么了,最好能让川普闭嘴,这样一切都会慢慢好起来的,否则就难说了。
ruan_7128
05-02 06:52
这个“风之羽L”一看就是个牛人,让我受益匪浅,给你五星级点赞! [强] [强] [强] [强] [强]
ruan_7128
05-01 21:45
$NVDA 20250516 120.0 CALL$
今天晚上运气真是太好了,可惜出货的价位判断的不太准。
ruan_7128
05-01 21:23
看看吧这都是川普及这个草台班子干的好事!
美国初请失业金人数增至24.1万创两个月新高,就业市场韧性遭质疑
ruan_7128
05-01 16:38
看空英伟达,实在是不认同!英伟达芯片的品种繁多,光H20等几种芯片被特朗普封杀外,还有其他的高端芯片没被封杀,中国现在仍是芯片需求大国,中国自己能制造的大都是低端芯片,虽然中国在高端领域已有突破,但合格率及产能还远未达标,至于与华为共同研发,这是个好事,华为的算法也是非常优秀的,再看看苹果不是已跟阿里巴巴合作搞开发,中国人的智慧并不差,继续看多英伟达!
ruan_7128
05-01
$英伟达(NVDA)$
ruan_7128
05-01
$NVDA 20250516 120.0 CALL$
刚上手期权,试试运气。
ruan_7128
04-30
这种偏门小股,平时谁会注意,没有内幕消息是很难有盈利的
Regulus Therapeutics暴涨,诺华拟斥资至多17亿美元收购该公司
ruan_7128
04-30
都是川普闹的,港股中的火箭股很难猜测,还是多花点精力研究美科技股吧,这些经典股能够引领大盘的走向,黄金仍是今年第二季度的亮点,仍将继续看好黄金。
ruan_7128
04-30
英伟达这2天上冲无力,做多上不去,做空也下不来,关键是川普的关税政策不肯降下来,搞的民不聊生,再拖下去不利于美国再次伟大。
ruan_7128
04-30
祝大家,五一节快乐!
ruan_7128
04-29
英伟达没跌多少,坚定看多,这么好的业绩,股价应该会上130美元/股。
ruan_7128
04-29
对法拉利来说,坚决看空为好。
ruan_7128
04-29
Replying to
@vision
:认同!//
@vision
:估计惊吓大于惊喜 实在看不到什么亮点
ruan_7128
04-29
英伟达的芯片现在仍供不应求,看多!
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/02589\">$沪上阿姨(02589)$ </a> 没买,今年准备换点港币再说。","listText":"<a href=\"https://laohu8.com/S/02589\">$沪上阿姨(02589)$ </a> 没买,今年准备换点港币再说。","text":"$沪上阿姨(02589)$ 没买,今年准备换点港币再说。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/431145819320688","isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":431143454835320,"gmtCreate":1746281593620,"gmtModify":1746281596356,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"虽然标普九连阳,再上就是危机重重,川普不受控,令投资者防不胜防,下周要小心谨慎。","listText":"虽然标普九连阳,再上就是危机重重,川普不受控,令投资者防不胜防,下周要小心谨慎。","text":"虽然标普九连阳,再上就是危机重重,川普不受控,令投资者防不胜防,下周要小心谨慎。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/431143454835320","isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":431143516737544,"gmtCreate":1746281318486,"gmtModify":1746322427163,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"<a 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最想问一下川普是否接受神经方面的检查,是否有检查结果?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/431143516737544","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":431141318889848,"gmtCreate":1746280932810,"gmtModify":1746280935417,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"这4个天才我是望尘莫及,我用DeepSeeek看了一下,是几个组合,娱乐娱乐可以,真要是实战还是要有自己的一套战法,我们的资金量不大,无法与这4位大仙匹配,大资金有大玩法,小资金有小玩法,而且我们的消息来源也有限而且是比较滞后,只有不断总结,紧盯着几个热门股就可以了,控制好自己的仓位,相信自己不会被淘汰。","listText":"这4个天才我是望尘莫及,我用DeepSeeek看了一下,是几个组合,娱乐娱乐可以,真要是实战还是要有自己的一套战法,我们的资金量不大,无法与这4位大仙匹配,大资金有大玩法,小资金有小玩法,而且我们的消息来源也有限而且是比较滞后,只有不断总结,紧盯着几个热门股就可以了,控制好自己的仓位,相信自己不会被淘汰。","text":"这4个天才我是望尘莫及,我用DeepSeeek看了一下,是几个组合,娱乐娱乐可以,真要是实战还是要有自己的一套战法,我们的资金量不大,无法与这4位大仙匹配,大资金有大玩法,小资金有小玩法,而且我们的消息来源也有限而且是比较滞后,只有不断总结,紧盯着几个热门股就可以了,控制好自己的仓位,相信自己不会被淘汰。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/431141318889848","isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430766880870424,"gmtCreate":1746189266786,"gmtModify":1746189268529,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"利好美元","listText":"利好美元","text":"利好美元","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/430766880870424","repostId":"1120317496","repostType":4,"repost":{"id":"1120317496","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":1746189018,"share":"https://www.laohu8.com/m/news/1120317496?lang=&edition=full","pubTime":"2025-05-02 20:30","market":"us","language":"zh","title":"美国4月非农新增17.7万人超预期,失业率持稳!市场仍押注年内四次降息","url":"https://stock-news.laohu8.com/highlight/detail?id=1120317496","media":"老虎资讯综合","summary":"美国4月非农就业人数增加17.7万人,预期增加13万人,前值由增加22.8万人修正为增加18.5万人","content":"<html><head></head><body><p>尽管美国总统特朗普4月初宣布的关税政策引发波澜,令市场担忧,但4月份重磅就业数据仍强于预期。</p><p style=\"text-align: justify;\">5月2日,美国劳工统计局公布的数据显示,经季节性调整后,<strong>美国4月非农就业人口增长达到17.7万人,好于预期,失业率维持在4.2%,符合预期,表明劳动力市场依然稳健。</strong></p><p style=\"text-align: justify;\">非农重要数据如下:</p><ul style=\"\"><li><p>美国4月非农就业人口增长17.7万人,预期13.8万人,前值从22.8万人下修至18.5万人。</p></li><li><p style=\"text-align: justify;\">美国4月失业率4.2%,预期4.2%,前值为4.2%。</p></li><li><p style=\"text-align: justify;\">美国4月制造业就业人口变动为减少0.1万人,预期为减少0.5万人,前值为增加0.1万人。</p></li><li><p style=\"text-align: justify;\">美国4月私营部门就业人口变动增加16.7万人,预期为12.5万人,前值为20.9万人。</p></li><li><p style=\"text-align: justify;\">美国4月平均每小时工资同比增长3.8%,预期为3.9%,前值为3.8%;4月平均每小时工资环比增长0.2%,预期增长0.3%,前值为0.3%。</p></li><li><p style=\"text-align: justify;\">美国4月平均每周工时34.3小时,预期为34.2小时,前值34.2小时。</p></li><li><p style=\"text-align: justify;\">美国4月劳动力参与率62.6%,预期62.5%,前值62.5%。</p></li></ul><p>数据公布后,美股期指涨幅扩大:纳斯达克100指数期货涨0.75%,标普500指数期货涨0.8%,道琼斯指数期货涨0.79%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17cbc5e544028369e7d6ec1564727fbc\" title=\"\" tg-width=\"443\" tg-height=\"170\"/></p><p>尽管就业数据强劲,<strong>交易员仍预计美联储年内将降息近四次。 </strong></p><p>机构分析认为,失业率稳定在4.2%,而劳动力参与率上升,反映出整体就业环境仍然稳健。 </p><p>然而,经济学家警告称,特朗普总统4月初宣布的关税政策可能在未来几个月对经济产生影响,尽管目前尚未显现。</p><p>总体而言,4月非农就业数据超出预期,显示美国劳动力市场仍具韧性,尽管面临贸易政策的不确定性。</p><p><strong>非农数据公布后,美联储5月维持利率不变的概率升至近100%。</strong>据CME“美联储观察”: 美联储5月维持利率不变的概率为99.4%(公布前为95.3%),降息25个基点的概率为0.6%。美联储到6月维持利率不变的概率为53.8%,累计降息25个基点的概率为45.9%,累计降息50个基点的概率为0.3%。</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>美国4月非农新增17.7万人超预期,失业率持稳!市场仍押注年内四次降息</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国4月非农新增17.7万人超预期,失业率持稳!市场仍押注年内四次降息\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\">2025-05-02 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>尽管美国总统特朗普4月初宣布的关税政策引发波澜,令市场担忧,但4月份重磅就业数据仍强于预期。</p><p style=\"text-align: justify;\">5月2日,美国劳工统计局公布的数据显示,经季节性调整后,<strong>美国4月非农就业人口增长达到17.7万人,好于预期,失业率维持在4.2%,符合预期,表明劳动力市场依然稳健。</strong></p><p style=\"text-align: justify;\">非农重要数据如下:</p><ul style=\"\"><li><p>美国4月非农就业人口增长17.7万人,预期13.8万人,前值从22.8万人下修至18.5万人。</p></li><li><p style=\"text-align: justify;\">美国4月失业率4.2%,预期4.2%,前值为4.2%。</p></li><li><p style=\"text-align: justify;\">美国4月制造业就业人口变动为减少0.1万人,预期为减少0.5万人,前值为增加0.1万人。</p></li><li><p style=\"text-align: justify;\">美国4月私营部门就业人口变动增加16.7万人,预期为12.5万人,前值为20.9万人。</p></li><li><p style=\"text-align: justify;\">美国4月平均每小时工资同比增长3.8%,预期为3.9%,前值为3.8%;4月平均每小时工资环比增长0.2%,预期增长0.3%,前值为0.3%。</p></li><li><p style=\"text-align: justify;\">美国4月平均每周工时34.3小时,预期为34.2小时,前值34.2小时。</p></li><li><p style=\"text-align: justify;\">美国4月劳动力参与率62.6%,预期62.5%,前值62.5%。</p></li></ul><p>数据公布后,美股期指涨幅扩大:纳斯达克100指数期货涨0.75%,标普500指数期货涨0.8%,道琼斯指数期货涨0.79%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17cbc5e544028369e7d6ec1564727fbc\" title=\"\" tg-width=\"443\" tg-height=\"170\"/></p><p>尽管就业数据强劲,<strong>交易员仍预计美联储年内将降息近四次。 </strong></p><p>机构分析认为,失业率稳定在4.2%,而劳动力参与率上升,反映出整体就业环境仍然稳健。 </p><p>然而,经济学家警告称,特朗普总统4月初宣布的关税政策可能在未来几个月对经济产生影响,尽管目前尚未显现。</p><p>总体而言,4月非农就业数据超出预期,显示美国劳动力市场仍具韧性,尽管面临贸易政策的不确定性。</p><p><strong>非农数据公布后,美联储5月维持利率不变的概率升至近100%。</strong>据CME“美联储观察”: 美联储5月维持利率不变的概率为99.4%(公布前为95.3%),降息25个基点的概率为0.6%。美联储到6月维持利率不变的概率为53.8%,累计降息25个基点的概率为45.9%,累计降息50个基点的概率为0.3%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF","SQQQ":"纳指三倍做空ETF","QQQ":"纳指100ETF",".SPX":"S&P 500 Index","TQQQ":"纳指三倍做多ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120317496","content_text":"尽管美国总统特朗普4月初宣布的关税政策引发波澜,令市场担忧,但4月份重磅就业数据仍强于预期。5月2日,美国劳工统计局公布的数据显示,经季节性调整后,美国4月非农就业人口增长达到17.7万人,好于预期,失业率维持在4.2%,符合预期,表明劳动力市场依然稳健。非农重要数据如下:美国4月非农就业人口增长17.7万人,预期13.8万人,前值从22.8万人下修至18.5万人。美国4月失业率4.2%,预期4.2%,前值为4.2%。美国4月制造业就业人口变动为减少0.1万人,预期为减少0.5万人,前值为增加0.1万人。美国4月私营部门就业人口变动增加16.7万人,预期为12.5万人,前值为20.9万人。美国4月平均每小时工资同比增长3.8%,预期为3.9%,前值为3.8%;4月平均每小时工资环比增长0.2%,预期增长0.3%,前值为0.3%。美国4月平均每周工时34.3小时,预期为34.2小时,前值34.2小时。美国4月劳动力参与率62.6%,预期62.5%,前值62.5%。数据公布后,美股期指涨幅扩大:纳斯达克100指数期货涨0.75%,标普500指数期货涨0.8%,道琼斯指数期货涨0.79%。尽管就业数据强劲,交易员仍预计美联储年内将降息近四次。 机构分析认为,失业率稳定在4.2%,而劳动力参与率上升,反映出整体就业环境仍然稳健。 然而,经济学家警告称,特朗普总统4月初宣布的关税政策可能在未来几个月对经济产生影响,尽管目前尚未显现。总体而言,4月非农就业数据超出预期,显示美国劳动力市场仍具韧性,尽管面临贸易政策的不确定性。非农数据公布后,美联储5月维持利率不变的概率升至近100%。据CME“美联储观察”: 美联储5月维持利率不变的概率为99.4%(公布前为95.3%),降息25个基点的概率为0.6%。美联储到6月维持利率不变的概率为53.8%,累计降息25个基点的概率为45.9%,累计降息50个基点的概率为0.3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430866938421416,"gmtCreate":1746162563434,"gmtModify":1746162565733,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"4月份动荡令人不安,5月份川普是否再出幺蛾子就难说了,现在的技术面已无法说明什么了,最好能让川普闭嘴,这样一切都会慢慢好起来的,否则就难说了。","listText":"4月份动荡令人不安,5月份川普是否再出幺蛾子就难说了,现在的技术面已无法说明什么了,最好能让川普闭嘴,这样一切都会慢慢好起来的,否则就难说了。","text":"4月份动荡令人不安,5月份川普是否再出幺蛾子就难说了,现在的技术面已无法说明什么了,最好能让川普闭嘴,这样一切都会慢慢好起来的,否则就难说了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430866938421416","isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430562879230520,"gmtCreate":1746139977532,"gmtModify":1746139979924,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"这个“风之羽L”一看就是个牛人,让我受益匪浅,给你五星级点赞! [强] [强] [强] [强] [强]","listText":"这个“风之羽L”一看就是个牛人,让我受益匪浅,给你五星级点赞! [强] [强] [强] [强] [强]","text":"这个“风之羽L”一看就是个牛人,让我受益匪浅,给你五星级点赞! [强] [强] [强] [强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430562879230520","isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430427985396056,"gmtCreate":1746107127155,"gmtModify":1746107131213,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/NVDA 20250516 120.0 CALL\">$NVDA 20250516 120.0 CALL$ </a> 今天晚上运气真是太好了,可惜出货的价位判断的不太准。","listText":"<a href=\"https://laohu8.com/OPT/NVDA 20250516 120.0 CALL\">$NVDA 20250516 120.0 CALL$ </a> 今天晚上运气真是太好了,可惜出货的价位判断的不太准。","text":"$NVDA 20250516 120.0 CALL$ 今天晚上运气真是太好了,可惜出货的价位判断的不太准。","images":[{"img":"https://static.tigerbbs.com/7876598c3d4008a90d50b2270d0810dc","width":"986","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430427985396056","isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":430424532832376,"gmtCreate":1746105836528,"gmtModify":1746105838733,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"看看吧这都是川普及这个草台班子干的好事!","listText":"看看吧这都是川普及这个草台班子干的好事!","text":"看看吧这都是川普及这个草台班子干的好事!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430424532832376","repostId":"1178438820","repostType":4,"repost":{"id":"1178438820","kind":"news","pubTimestamp":1746102642,"share":"https://www.laohu8.com/m/news/1178438820?lang=&edition=full","pubTime":"2025-05-01 20:30","market":"us","language":"zh","title":"美国初请失业金人数增至24.1万创两个月新高,就业市场韧性遭质疑","url":"https://stock-news.laohu8.com/highlight/detail?id=1178438820","media":"智通财经","summary":"美国至4月26日当周初请失业金人数24.1万人,预期22.4万人,前值由22.2万人修正为22.3万人","content":"<html><head></head><body><p>5月1日,美国劳工部数据显示,截至 4 月 26 日当周,美国初请失业救济人数环比增加1.8万人至24.1万人,创下今年2月以来最高值,显著高于市场预期的22.4万人中值。由于经济前景的不确定性,初请失业金人数一直处于低迷状态。任何持续的初请失业金人数增长都可能表明,目前具有韧性的就业市场正在减弱。</p><p style=\"text-align: justify;\">从地区来看,仅纽约州的申请人数就增加了 15500 多人,这与该州部分地区春假时间有关。而未经季节性因素调整,上周初请失业金人数增加约 12900 人。</p><p style=\"text-align: justify;\">尽管节假日因素常导致数据失真,但此次波动仍引发市场警觉——持续申领失业救济金人数已攀升至192万人,创下2021年11月以来最高纪录,表明失业者再就业周期正在拉长。</p><p style=\"text-align: justify;\">更值得关注的是,衡量趋势的四周移动平均值同步升至22.6万份,该指标有助于平滑每周的波动。这与Challenger咨询公司监测的裁员数据形成微妙呼应:4月全美计划裁员人数虽环比回落至10.54万人,其中仅包含约 2700 个与政府效率部行动相关的裁员计划。</p><p style=\"text-align: justify;\">该公司高级副总裁安德鲁・查林杰表示,企业裁员的原因包括经济和新技术因素。</p><p style=\"text-align: justify;\">就业市场裂痕初现之际,此前公布的ADP就业报告更是雪上加霜。ADP Research 周三发布的数据显示,美国企业招聘速度降至九个月以来最低水平,一些服务业也出现裁员。</p><p style=\"text-align: justify;\">这种态势与美联储关注的非农数据形成预期差——尽管经济学家普遍预计周五公布的4月失业率仍将维持在4.2%低位,但初请数据的异常波动已为就业市场蒙上阴影。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国初请失业金人数增至24.1万创两个月新高,就业市场韧性遭质疑</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美国初请失业金人数增至24.1万创两个月新高,就业市场韧性遭质疑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-01 20:30 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1288818.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月1日,美国劳工部数据显示,截至 4 月 26 日当周,美国初请失业救济人数环比增加1.8万人至24.1万人,创下今年2月以来最高值,显著高于市场预期的22.4万人中值。由于经济前景的不确定性,初请失业金人数一直处于低迷状态。任何持续的初请失业金人数增长都可能表明,目前具有韧性的就业市场正在减弱。从地区来看,仅纽约州的申请人数就增加了 15500 多人,这与该州部分地区春假时间有关。而未经季节性...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1288818.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{"TQQQ":"纳指三倍做多ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF","QQQ":"纳指100ETF","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zhitongcaijing.com/content/detail/1288818.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1178438820","content_text":"5月1日,美国劳工部数据显示,截至 4 月 26 日当周,美国初请失业救济人数环比增加1.8万人至24.1万人,创下今年2月以来最高值,显著高于市场预期的22.4万人中值。由于经济前景的不确定性,初请失业金人数一直处于低迷状态。任何持续的初请失业金人数增长都可能表明,目前具有韧性的就业市场正在减弱。从地区来看,仅纽约州的申请人数就增加了 15500 多人,这与该州部分地区春假时间有关。而未经季节性因素调整,上周初请失业金人数增加约 12900 人。尽管节假日因素常导致数据失真,但此次波动仍引发市场警觉——持续申领失业救济金人数已攀升至192万人,创下2021年11月以来最高纪录,表明失业者再就业周期正在拉长。更值得关注的是,衡量趋势的四周移动平均值同步升至22.6万份,该指标有助于平滑每周的波动。这与Challenger咨询公司监测的裁员数据形成微妙呼应:4月全美计划裁员人数虽环比回落至10.54万人,其中仅包含约 2700 个与政府效率部行动相关的裁员计划。该公司高级副总裁安德鲁・查林杰表示,企业裁员的原因包括经济和新技术因素。就业市场裂痕初现之际,此前公布的ADP就业报告更是雪上加霜。ADP Research 周三发布的数据显示,美国企业招聘速度降至九个月以来最低水平,一些服务业也出现裁员。这种态势与美联储关注的非农数据形成预期差——尽管经济学家普遍预计周五公布的4月失业率仍将维持在4.2%低位,但初请数据的异常波动已为就业市场蒙上阴影。","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430353920655616,"gmtCreate":1746088706513,"gmtModify":1746092227377,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"看空英伟达,实在是不认同!英伟达芯片的品种繁多,光H20等几种芯片被特朗普封杀外,还有其他的高端芯片没被封杀,中国现在仍是芯片需求大国,中国自己能制造的大都是低端芯片,虽然中国在高端领域已有突破,但合格率及产能还远未达标,至于与华为共同研发,这是个好事,华为的算法也是非常优秀的,再看看苹果不是已跟阿里巴巴合作搞开发,中国人的智慧并不差,继续看多英伟达!","listText":"看空英伟达,实在是不认同!英伟达芯片的品种繁多,光H20等几种芯片被特朗普封杀外,还有其他的高端芯片没被封杀,中国现在仍是芯片需求大国,中国自己能制造的大都是低端芯片,虽然中国在高端领域已有突破,但合格率及产能还远未达标,至于与华为共同研发,这是个好事,华为的算法也是非常优秀的,再看看苹果不是已跟阿里巴巴合作搞开发,中国人的智慧并不差,继续看多英伟达!","text":"看空英伟达,实在是不认同!英伟达芯片的品种繁多,光H20等几种芯片被特朗普封杀外,还有其他的高端芯片没被封杀,中国现在仍是芯片需求大国,中国自己能制造的大都是低端芯片,虽然中国在高端领域已有突破,但合格率及产能还远未达标,至于与华为共同研发,这是个好事,华为的算法也是非常优秀的,再看看苹果不是已跟阿里巴巴合作搞开发,中国人的智慧并不差,继续看多英伟达!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430353920655616","isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430242331517144,"gmtCreate":1746061853622,"gmtModify":1746061855968,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> ","text":"$英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/4794c455c450e01e8c7f6c6b9d4d7182","width":"986","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430242331517144","isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":430206748717648,"gmtCreate":1746052831945,"gmtModify":1746052835438,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/NVDA 20250516 120.0 CALL\">$NVDA 20250516 120.0 CALL$ </a> 刚上手期权,试试运气。","listText":"<a href=\"https://laohu8.com/OPT/NVDA 20250516 120.0 CALL\">$NVDA 20250516 120.0 CALL$ </a> 刚上手期权,试试运气。","text":"$NVDA 20250516 120.0 CALL$ 刚上手期权,试试运气。","images":[{"img":"https://static.tigerbbs.com/4b0536437b1492bd32713a7bddbee6ed","width":"986","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430206748717648","isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":430074965754608,"gmtCreate":1746021011615,"gmtModify":1746021641461,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"这种偏门小股,平时谁会注意,没有内幕消息是很难有盈利的","listText":"这种偏门小股,平时谁会注意,没有内幕消息是很难有盈利的","text":"这种偏门小股,平时谁会注意,没有内幕消息是很难有盈利的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430074965754608","repostId":"1138474240","repostType":4,"repost":{"id":"1138474240","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":1746020757,"share":"https://www.laohu8.com/m/news/1138474240?lang=&edition=full","pubTime":"2025-04-30 21:45","market":"us","language":"zh","title":"Regulus Therapeutics暴涨,诺华拟斥资至多17亿美元收购该公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1138474240","media":"老虎资讯综合","summary":"该交易预计将于今年下半年完成。","content":"<html><head></head><body><p>周三,美国生物技术公司Regulus Therapeutics盘初暴涨超140%,。消息面上,诺华宣布,达成收购Regulus Therapeutics的协议,交易包括8亿美元预付款,达到未来监管里程碑后可能额外支付至多9亿美元。该交易预计将于今年下半年完成。</p><p>Regulus Therapeutics致力于开发microRNA疗法,专注于治疗常染色体显性多囊肾病(ADPKD)。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a4de5f293e26d7644cff4dacc7336db\" 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>Regulus Therapeutics暴涨,诺华拟斥资至多17亿美元收购该公司</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\">\nRegulus Therapeutics暴涨,诺华拟斥资至多17亿美元收购该公司\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\">2025-04-30 21:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周三,美国生物技术公司Regulus Therapeutics盘初暴涨超140%,。消息面上,诺华宣布,达成收购Regulus Therapeutics的协议,交易包括8亿美元预付款,达到未来监管里程碑后可能额外支付至多9亿美元。该交易预计将于今年下半年完成。</p><p>Regulus Therapeutics致力于开发microRNA疗法,专注于治疗常染色体显性多囊肾病(ADPKD)。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a4de5f293e26d7644cff4dacc7336db\" 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/1766d484cdc0ac264f4ce34be3fa9fc2","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138474240","content_text":"周三,美国生物技术公司Regulus Therapeutics盘初暴涨超140%,。消息面上,诺华宣布,达成收购Regulus Therapeutics的协议,交易包括8亿美元预付款,达到未来监管里程碑后可能额外支付至多9亿美元。该交易预计将于今年下半年完成。Regulus Therapeutics致力于开发microRNA疗法,专注于治疗常染色体显性多囊肾病(ADPKD)。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430162352398648,"gmtCreate":1745990926310,"gmtModify":1745990927891,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"都是川普闹的,港股中的火箭股很难猜测,还是多花点精力研究美科技股吧,这些经典股能够引领大盘的走向,黄金仍是今年第二季度的亮点,仍将继续看好黄金。","listText":"都是川普闹的,港股中的火箭股很难猜测,还是多花点精力研究美科技股吧,这些经典股能够引领大盘的走向,黄金仍是今年第二季度的亮点,仍将继续看好黄金。","text":"都是川普闹的,港股中的火箭股很难猜测,还是多花点精力研究美科技股吧,这些经典股能够引领大盘的走向,黄金仍是今年第二季度的亮点,仍将继续看好黄金。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430162352398648","isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429952665514008,"gmtCreate":1745990483741,"gmtModify":1745990557936,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"英伟达这2天上冲无力,做多上不去,做空也下不来,关键是川普的关税政策不肯降下来,搞的民不聊生,再拖下去不利于美国再次伟大。","listText":"英伟达这2天上冲无力,做多上不去,做空也下不来,关键是川普的关税政策不肯降下来,搞的民不聊生,再拖下去不利于美国再次伟大。","text":"英伟达这2天上冲无力,做多上不去,做空也下不来,关键是川普的关税政策不肯降下来,搞的民不聊生,再拖下去不利于美国再次伟大。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429952665514008","isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430151847051552,"gmtCreate":1745990026728,"gmtModify":1745990031194,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"祝大家,五一节快乐!","listText":"祝大家,五一节快乐!","text":"祝大家,五一节快乐!","images":[{"img":"https://static.tigerbbs.com/f0a188afc2b591a755acde8f79ac5247"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430151847051552","isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":429723850830720,"gmtCreate":1745934722518,"gmtModify":1745934726465,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"英伟达没跌多少,坚定看多,这么好的业绩,股价应该会上130美元/股。","listText":"英伟达没跌多少,坚定看多,这么好的业绩,股价应该会上130美元/股。","text":"英伟达没跌多少,坚定看多,这么好的业绩,股价应该会上130美元/股。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429723850830720","isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429635079663632,"gmtCreate":1745913580486,"gmtModify":1745913581924,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"对法拉利来说,坚决看空为好。","listText":"对法拉利来说,坚决看空为好。","text":"对法拉利来说,坚决看空为好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429635079663632","isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429637551706392,"gmtCreate":1745913450306,"gmtModify":1745913452900,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"Replying 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实在看不到什么亮点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429637551706392","isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429846225154216,"gmtCreate":1745913365858,"gmtModify":1745913367938,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"英伟达的芯片现在仍供不应求,看多!","listText":"英伟达的芯片现在仍供不应求,看多!","text":"英伟达的芯片现在仍供不应求,看多!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429846225154216","isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":401751379071416,"gmtCreate":1739091286691,"gmtModify":1739093661198,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"特朗普喜欢玩增加关税,首先是对中国增加关税,其次就是要降息,由于非农等重磅数据出来后显示降息可能会推迟到3月或者是下半年的事情,对于美股而言,各项股指仍在高位,降息与否已经无法阻挡美股继续看多做多,特别是美国的科技股依旧是遥遥领先。","listText":"特朗普喜欢玩增加关税,首先是对中国增加关税,其次就是要降息,由于非农等重磅数据出来后显示降息可能会推迟到3月或者是下半年的事情,对于美股而言,各项股指仍在高位,降息与否已经无法阻挡美股继续看多做多,特别是美国的科技股依旧是遥遥领先。","text":"特朗普喜欢玩增加关税,首先是对中国增加关税,其次就是要降息,由于非农等重磅数据出来后显示降息可能会推迟到3月或者是下半年的事情,对于美股而言,各项股指仍在高位,降息与否已经无法阻挡美股继续看多做多,特别是美国的科技股依旧是遥遥领先。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/401751379071416","isVote":1,"tweetType":1,"viewCount":866,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559329655819166","authorId":"3559329655819166","name":"能不能别瞎搞","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":0,"crmLevelSwitch":0,"idStr":"3559329655819166","authorIdStr":"3559329655819166"},"content":"? 那你上杠杆做多","text":"? 那你上杠杆做多","html":"? 那你上杠杆做多"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289396460622144,"gmtCreate":1711676332857,"gmtModify":1711676334657,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"小米车也就是20来万左右吧!毕竟市场上成熟的品牌车多的是。","listText":"小米车也就是20来万左右吧!毕竟市场上成熟的品牌车多的是。","text":"小米车也就是20来万左右吧!毕竟市场上成熟的品牌车多的是。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/289396460622144","repostId":"2423178349","repostType":4,"isVote":1,"tweetType":1,"viewCount":2694,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494074739357469","authorId":"3494074739357469","name":"减肥自律中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"idStr":"3494074739357469","authorIdStr":"3494074739357469"},"content":"产品力太强了,之前我觉得会比特斯拉便宜,发布会看着看着,我不自信了,可能比特斯拉要贵,还好最后的定价愿意亏本卖,我觉得这车诚意很大,会火","text":"产品力太强了,之前我觉得会比特斯拉便宜,发布会看着看着,我不自信了,可能比特斯拉要贵,还好最后的定价愿意亏本卖,我觉得这车诚意很大,会火","html":"产品力太强了,之前我觉得会比特斯拉便宜,发布会看着看着,我不自信了,可能比特斯拉要贵,还好最后的定价愿意亏本卖,我觉得这车诚意很大,会火"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324209908465888,"gmtCreate":1720182000920,"gmtModify":1720212750068,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a> 不看好苹果,更不看好台积电,你们的核心芯片很快就会被中国的量子芯片所取代,在5G设备上,中国的核心芯片都是自产的,在5.5G上,中国更是遥遥领先,看着吧,中国有能力甩开三星、台积电、英伟达,看谁能笑到最后。","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a> 不看好苹果,更不看好台积电,你们的核心芯片很快就会被中国的量子芯片所取代,在5G设备上,中国的核心芯片都是自产的,在5.5G上,中国更是遥遥领先,看着吧,中国有能力甩开三星、台积电、英伟达,看谁能笑到最后。","text":"$台积电(TSM)$ 不看好苹果,更不看好台积电,你们的核心芯片很快就会被中国的量子芯片所取代,在5G设备上,中国的核心芯片都是自产的,在5.5G上,中国更是遥遥领先,看着吧,中国有能力甩开三星、台积电、英伟达,看谁能笑到最后。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":11,"repostSize":2,"link":"https://laohu8.com/post/324209908465888","isVote":1,"tweetType":1,"viewCount":5880,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3543998977008725","authorId":"3543998977008725","name":"小孙飞刀","avatar":"https://static.tigerbbs.com/d579463f5ef8c4d72a90195632a8055c","crmLevel":6,"crmLevelSwitch":0,"idStr":"3543998977008725","authorIdStr":"3543998977008725"},"content":"凭感觉写下这些文字,真的不值得一驳。5G和手机行业,和芯片行业都不是一个行业。如何类比? 5G设备牛逼,也抢不了手机和芯片的市场呀。 5G芯片占台积电的芯片收入是多少?全被国产替代,会使得台积电营收有多少损失?","text":"凭感觉写下这些文字,真的不值得一驳。5G和手机行业,和芯片行业都不是一个行业。如何类比? 5G设备牛逼,也抢不了手机和芯片的市场呀。 5G芯片占台积电的芯片收入是多少?全被国产替代,会使得台积电营收有多少损失?","html":"凭感觉写下这些文字,真的不值得一驳。5G和手机行业,和芯片行业都不是一个行业。如何类比? 5G设备牛逼,也抢不了手机和芯片的市场呀。 5G芯片占台积电的芯片收入是多少?全被国产替代,会使得台积电营收有多少损失?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377059994747304,"gmtCreate":1733097845608,"gmtModify":1733097848000,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"美国地大人少,在中国看看,随便一个小镇都有川流不息的人群在走动,而且也没按照交通规则行走,即便是北上广深的大城市,也有许多人行走在行车道上,如果遇到暴走团,那整个行车道都会被占用,智能驾驶在其他国家或许能成功,在中国估计会是寸步难行。","listText":"美国地大人少,在中国看看,随便一个小镇都有川流不息的人群在走动,而且也没按照交通规则行走,即便是北上广深的大城市,也有许多人行走在行车道上,如果遇到暴走团,那整个行车道都会被占用,智能驾驶在其他国家或许能成功,在中国估计会是寸步难行。","text":"美国地大人少,在中国看看,随便一个小镇都有川流不息的人群在走动,而且也没按照交通规则行走,即便是北上广深的大城市,也有许多人行走在行车道上,如果遇到暴走团,那整个行车道都会被占用,智能驾驶在其他国家或许能成功,在中国估计会是寸步难行。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":9,"repostSize":2,"link":"https://laohu8.com/post/377059994747304","repostId":"1133466119","repostType":4,"repost":{"id":"1133466119","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":1733096899,"share":"https://www.laohu8.com/m/news/1133466119?lang=&edition=full","pubTime":"2024-12-02 07:48","market":"us","language":"zh","title":"特斯拉开始推出FSD最新版本V13.2","url":"https://stock-news.laohu8.com/highlight/detail?id=1133466119","media":"老虎资讯综合","summary":"12月2日讯,当地时间周六(11月30日),$特斯拉(TSLA)$终于发布了其“完全自动驾驶”软件的最新版本FSD V13.2。虽然几乎错过了此前承诺的感恩节最后期限,但总算在11月份结束前交付,这标志着特斯拉AI团队的又一次重大胜利。特斯拉首先开始向早期访问测试人员推送FSD V13.2,如果没有发现重大问题,将在未来几周内开始在越来越多的车辆上推出。假设一切顺利,到圣诞节时可能会向大多数车主推送。","content":"<html><head></head><body><p>12月2日,当地时间周六(11月30日),<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>终于发布了其“完全自动驾驶”软件的最新版本FSD V13.2。虽然几乎错过了此前承诺的感恩节的最后期限,但总算在11月份结束前交付了它,这标志着特斯拉人工智能团队的又一次重大胜利。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab800b4159e5184d05df2f2ada03b73f\" title=\"\" tg-width=\"550\" tg-height=\"309\"/></p><p style=\"text-align: start;\">特斯拉首先开始向早期访问测试人员推送FSD V13.2,他们通常比其他人更早接触到最新版本。他们相当于特斯拉值得信赖的测试人员,他们不运行内部构建,他们能够捕捉特斯拉相当广泛的安全培训套件之外的更多场景。</p><p style=\"text-align: start;\">如果没有发现重大问题,特斯拉将在未来几周内开始在越来越多的车辆上缓慢推出。假设这一版本一切顺利,到圣诞节时它可能会向大多数车主推送。</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>特斯拉开始推出FSD最新版本V13.2</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特斯拉开始推出FSD最新版本V13.2\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\">2024-12-02 07:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月2日,当地时间周六(11月30日),<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>终于发布了其“完全自动驾驶”软件的最新版本FSD V13.2。虽然几乎错过了此前承诺的感恩节的最后期限,但总算在11月份结束前交付了它,这标志着特斯拉人工智能团队的又一次重大胜利。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab800b4159e5184d05df2f2ada03b73f\" title=\"\" tg-width=\"550\" tg-height=\"309\"/></p><p style=\"text-align: start;\">特斯拉首先开始向早期访问测试人员推送FSD V13.2,他们通常比其他人更早接触到最新版本。他们相当于特斯拉值得信赖的测试人员,他们不运行内部构建,他们能够捕捉特斯拉相当广泛的安全培训套件之外的更多场景。</p><p style=\"text-align: start;\">如果没有发现重大问题,特斯拉将在未来几周内开始在越来越多的车辆上缓慢推出。假设这一版本一切顺利,到圣诞节时它可能会向大多数车主推送。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133466119","content_text":"12月2日,当地时间周六(11月30日),特斯拉终于发布了其“完全自动驾驶”软件的最新版本FSD V13.2。虽然几乎错过了此前承诺的感恩节的最后期限,但总算在11月份结束前交付了它,这标志着特斯拉人工智能团队的又一次重大胜利。特斯拉首先开始向早期访问测试人员推送FSD V13.2,他们通常比其他人更早接触到最新版本。他们相当于特斯拉值得信赖的测试人员,他们不运行内部构建,他们能够捕捉特斯拉相当广泛的安全培训套件之外的更多场景。如果没有发现重大问题,特斯拉将在未来几周内开始在越来越多的车辆上缓慢推出。假设这一版本一切顺利,到圣诞节时它可能会向大多数车主推送。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1518,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557294228267354","authorId":"3557294228267354","name":"MG黄","avatar":"https://static.tigerbbs.com/a9c36c5387bb33035d77f7388dcdef28","crmLevel":1,"crmLevelSwitch":0,"idStr":"3557294228267354","authorIdStr":"3557294228267354"},"content":"没念过书?","text":"没念过书?","html":"没念过书?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430766880870424,"gmtCreate":1746189266786,"gmtModify":1746189268529,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"利好美元","listText":"利好美元","text":"利好美元","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/430766880870424","repostId":"1120317496","repostType":4,"repost":{"id":"1120317496","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":1746189018,"share":"https://www.laohu8.com/m/news/1120317496?lang=&edition=full","pubTime":"2025-05-02 20:30","market":"us","language":"zh","title":"美国4月非农新增17.7万人超预期,失业率持稳!市场仍押注年内四次降息","url":"https://stock-news.laohu8.com/highlight/detail?id=1120317496","media":"老虎资讯综合","summary":"美国4月非农就业人数增加17.7万人,预期增加13万人,前值由增加22.8万人修正为增加18.5万人","content":"<html><head></head><body><p>尽管美国总统特朗普4月初宣布的关税政策引发波澜,令市场担忧,但4月份重磅就业数据仍强于预期。</p><p style=\"text-align: justify;\">5月2日,美国劳工统计局公布的数据显示,经季节性调整后,<strong>美国4月非农就业人口增长达到17.7万人,好于预期,失业率维持在4.2%,符合预期,表明劳动力市场依然稳健。</strong></p><p style=\"text-align: justify;\">非农重要数据如下:</p><ul style=\"\"><li><p>美国4月非农就业人口增长17.7万人,预期13.8万人,前值从22.8万人下修至18.5万人。</p></li><li><p style=\"text-align: justify;\">美国4月失业率4.2%,预期4.2%,前值为4.2%。</p></li><li><p style=\"text-align: justify;\">美国4月制造业就业人口变动为减少0.1万人,预期为减少0.5万人,前值为增加0.1万人。</p></li><li><p style=\"text-align: justify;\">美国4月私营部门就业人口变动增加16.7万人,预期为12.5万人,前值为20.9万人。</p></li><li><p style=\"text-align: justify;\">美国4月平均每小时工资同比增长3.8%,预期为3.9%,前值为3.8%;4月平均每小时工资环比增长0.2%,预期增长0.3%,前值为0.3%。</p></li><li><p style=\"text-align: justify;\">美国4月平均每周工时34.3小时,预期为34.2小时,前值34.2小时。</p></li><li><p style=\"text-align: justify;\">美国4月劳动力参与率62.6%,预期62.5%,前值62.5%。</p></li></ul><p>数据公布后,美股期指涨幅扩大:纳斯达克100指数期货涨0.75%,标普500指数期货涨0.8%,道琼斯指数期货涨0.79%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17cbc5e544028369e7d6ec1564727fbc\" title=\"\" tg-width=\"443\" tg-height=\"170\"/></p><p>尽管就业数据强劲,<strong>交易员仍预计美联储年内将降息近四次。 </strong></p><p>机构分析认为,失业率稳定在4.2%,而劳动力参与率上升,反映出整体就业环境仍然稳健。 </p><p>然而,经济学家警告称,特朗普总统4月初宣布的关税政策可能在未来几个月对经济产生影响,尽管目前尚未显现。</p><p>总体而言,4月非农就业数据超出预期,显示美国劳动力市场仍具韧性,尽管面临贸易政策的不确定性。</p><p><strong>非农数据公布后,美联储5月维持利率不变的概率升至近100%。</strong>据CME“美联储观察”: 美联储5月维持利率不变的概率为99.4%(公布前为95.3%),降息25个基点的概率为0.6%。美联储到6月维持利率不变的概率为53.8%,累计降息25个基点的概率为45.9%,累计降息50个基点的概率为0.3%。</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>美国4月非农新增17.7万人超预期,失业率持稳!市场仍押注年内四次降息</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国4月非农新增17.7万人超预期,失业率持稳!市场仍押注年内四次降息\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\">2025-05-02 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>尽管美国总统特朗普4月初宣布的关税政策引发波澜,令市场担忧,但4月份重磅就业数据仍强于预期。</p><p style=\"text-align: justify;\">5月2日,美国劳工统计局公布的数据显示,经季节性调整后,<strong>美国4月非农就业人口增长达到17.7万人,好于预期,失业率维持在4.2%,符合预期,表明劳动力市场依然稳健。</strong></p><p style=\"text-align: justify;\">非农重要数据如下:</p><ul style=\"\"><li><p>美国4月非农就业人口增长17.7万人,预期13.8万人,前值从22.8万人下修至18.5万人。</p></li><li><p style=\"text-align: justify;\">美国4月失业率4.2%,预期4.2%,前值为4.2%。</p></li><li><p style=\"text-align: justify;\">美国4月制造业就业人口变动为减少0.1万人,预期为减少0.5万人,前值为增加0.1万人。</p></li><li><p style=\"text-align: justify;\">美国4月私营部门就业人口变动增加16.7万人,预期为12.5万人,前值为20.9万人。</p></li><li><p style=\"text-align: justify;\">美国4月平均每小时工资同比增长3.8%,预期为3.9%,前值为3.8%;4月平均每小时工资环比增长0.2%,预期增长0.3%,前值为0.3%。</p></li><li><p style=\"text-align: justify;\">美国4月平均每周工时34.3小时,预期为34.2小时,前值34.2小时。</p></li><li><p style=\"text-align: justify;\">美国4月劳动力参与率62.6%,预期62.5%,前值62.5%。</p></li></ul><p>数据公布后,美股期指涨幅扩大:纳斯达克100指数期货涨0.75%,标普500指数期货涨0.8%,道琼斯指数期货涨0.79%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17cbc5e544028369e7d6ec1564727fbc\" title=\"\" tg-width=\"443\" tg-height=\"170\"/></p><p>尽管就业数据强劲,<strong>交易员仍预计美联储年内将降息近四次。 </strong></p><p>机构分析认为,失业率稳定在4.2%,而劳动力参与率上升,反映出整体就业环境仍然稳健。 </p><p>然而,经济学家警告称,特朗普总统4月初宣布的关税政策可能在未来几个月对经济产生影响,尽管目前尚未显现。</p><p>总体而言,4月非农就业数据超出预期,显示美国劳动力市场仍具韧性,尽管面临贸易政策的不确定性。</p><p><strong>非农数据公布后,美联储5月维持利率不变的概率升至近100%。</strong>据CME“美联储观察”: 美联储5月维持利率不变的概率为99.4%(公布前为95.3%),降息25个基点的概率为0.6%。美联储到6月维持利率不变的概率为53.8%,累计降息25个基点的概率为45.9%,累计降息50个基点的概率为0.3%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF","SQQQ":"纳指三倍做空ETF","QQQ":"纳指100ETF",".SPX":"S&P 500 Index","TQQQ":"纳指三倍做多ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120317496","content_text":"尽管美国总统特朗普4月初宣布的关税政策引发波澜,令市场担忧,但4月份重磅就业数据仍强于预期。5月2日,美国劳工统计局公布的数据显示,经季节性调整后,美国4月非农就业人口增长达到17.7万人,好于预期,失业率维持在4.2%,符合预期,表明劳动力市场依然稳健。非农重要数据如下:美国4月非农就业人口增长17.7万人,预期13.8万人,前值从22.8万人下修至18.5万人。美国4月失业率4.2%,预期4.2%,前值为4.2%。美国4月制造业就业人口变动为减少0.1万人,预期为减少0.5万人,前值为增加0.1万人。美国4月私营部门就业人口变动增加16.7万人,预期为12.5万人,前值为20.9万人。美国4月平均每小时工资同比增长3.8%,预期为3.9%,前值为3.8%;4月平均每小时工资环比增长0.2%,预期增长0.3%,前值为0.3%。美国4月平均每周工时34.3小时,预期为34.2小时,前值34.2小时。美国4月劳动力参与率62.6%,预期62.5%,前值62.5%。数据公布后,美股期指涨幅扩大:纳斯达克100指数期货涨0.75%,标普500指数期货涨0.8%,道琼斯指数期货涨0.79%。尽管就业数据强劲,交易员仍预计美联储年内将降息近四次。 机构分析认为,失业率稳定在4.2%,而劳动力参与率上升,反映出整体就业环境仍然稳健。 然而,经济学家警告称,特朗普总统4月初宣布的关税政策可能在未来几个月对经济产生影响,尽管目前尚未显现。总体而言,4月非农就业数据超出预期,显示美国劳动力市场仍具韧性,尽管面临贸易政策的不确定性。非农数据公布后,美联储5月维持利率不变的概率升至近100%。据CME“美联储观察”: 美联储5月维持利率不变的概率为99.4%(公布前为95.3%),降息25个基点的概率为0.6%。美联储到6月维持利率不变的概率为53.8%,累计降息25个基点的概率为45.9%,累计降息50个基点的概率为0.3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":200019180306440,"gmtCreate":1689864742542,"gmtModify":1689864743873,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"是该休息一下了!","listText":"是该休息一下了!","text":"是该休息一下了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/200019180306440","repostId":"2352017355","repostType":4,"repost":{"id":"2352017355","kind":"highlight","pubTimestamp":1689852070,"share":"https://www.laohu8.com/m/news/2352017355?lang=&edition=full","pubTime":"2023-07-20 19:21","market":"us","language":"zh","title":"美国科技股,纯粹一群疯子","url":"https://stock-news.laohu8.com/highlight/detail?id=2352017355","media":"格隆汇","summary":"羡慕嫉妒恨","content":"<html><head></head><body><p>作者:深鹏</p><p>股民今年的三大错觉,其中一个必不可少:</p><p><strong>美国科技股泡沫严重,要崩!</strong></p><p>好在说了是错觉,如果真的当真,那就硬生生不知要错过多少个小目标?</p><p>进入财报季,美股依然没有半点腐朽资本主义要崩溃的迹象,即使是上半年风声鹤唳的银行股,财报都超出市场预期,如大摩,Q2净利润同比下滑13%,但优于分析师预期的下滑20%,美银Q2营收同比增长11%,至253.3亿美元,小幅超出分析师预期的250.5亿美元,净利息收入增长14%至142亿美元,利润同比增长19%达到74亿美元,每股收益88美分,小幅超出分析师预期的84美分。靠着两大银行股的带动,道琼斯指数当晚被拔高了1%,成功突破了去年底的高位。</p><p>不过,银行股还算小case了,真正的大牛板块,是科技股。<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/MSFT\">微软</a>股价连创历史新高,连马斯克都惊呼“疯狂”。</p><p>今天凌晨(北京时间),<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在盘后公布了Q2财报,营收、净利润指标都超出市场预期,不过由于降价太多,毛利率比上季跌了一个点,到18.2%,现金流情况也只有10亿美元,两个指标均不及市场预期。</p><p>特斯拉盘后交易股价受到财报的影响,一度大跌近4个点。</p><p>但实际上,特斯拉的财报表现整体看还是不错的,股价下跌也有之前上涨太大、杀期权等因素影响。虽然数据没有两个月前英伟达般炸裂,但相信经历短暂调整之后,还是有能力给美股科技板块上涨加上一把火。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfe584b7d1909d94f83027dff3414d3b\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>因为,美国的科技股,实在太疯狂了。</p><h3 id=\"id_1207342012\">科技股有多疯狂?</h3><p>今年,全球都对高利率下的美国经济增长缺乏信心,但就是在这样的大环境下,美国科技股硬生生造出了一个牛市,而且不是小牛市,而是一个大牛市,甚至可以说以一己之力把整个美国股市带上上涨通道。</p><p>众多的科技股,不管体量大小,都涨出很多个小目标,创历史新高的也不在少数,微软、google、meta、英伟达、特斯拉、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>,都是其中的代表。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df56be8a70c9f4d766a23214ebfaa1c9\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>当然了,你可以说这都是拜chatGPT引发的人工智能革命的福,但能够创造出这项技术并且开展大规模商业化,那你也得佩服得五体投地,要不然呢?其他国家也可以去引领一下啊,又没有人拦着他们。</p><p>这也揭示了一个简单的市场逻辑:<strong>如果能够占据未来的技术高点,能够创造出巨大的价值,当下的经济好还是不好,其实根本无所谓,资本是愿意为这样的未来买单的。</strong></p><p>如果你只是把眼光局限于现在美国通胀高,利率高,经济衰退风险大,那只能说目光太短浅了。与未来产业革命的星辰大海相比,经济周期显得短暂多了。</p><p>试想一下,1970年代末兴起的计算机革命,绵延至今长达40多年,一路扶摇直上,这个过程中经历了多少经济周期,有多少低谷?</p><p>单单称得上世界级别的,就有1980年代初美国的经济调整、1990年代初的美国经济衰退、97年<a href=\"https://laohu8.com/S/00662\">亚洲金融</a>危机、2000年科技股泡沫破裂、911事件、阿富汗和伊拉克战争、非典、08年金融危机,以及现在的新冠和俄乌战争。</p><p>经济周期是起起落落,但计算机和互联网革命却从未停止增长的脚步。</p><p>这一波人工智能革命已经被公认为可以改变世界,并且会比人类历史上前几次工业革命的价值还要高,如此光明且广阔的未来,也难怪资本市场会如此地趋之若鹜。</p><p>另外,美股科技股货真价实的比较多,最重要的是人家确实是交得出业绩,这点和国内的蹭热点公司有很大差别,所以美股可以一路上涨,而只是纯粹蹭概念的公司,硬不过三个月,大起大落,疯狂过后一地鸡毛,是常态。</p><p>另外,今年的美国科技股大牛市,也有一个前提,那就是去年它们普遍经历了崩盘式的下跌。</p><p>英伟达,从346美元的高位跌至108美元,跌幅68%;特斯拉,从414美元跌至101美元,跌幅76%;最惨的要数meta,从384美元跌至88美元,跌幅接近80%。</p><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、google这些,虽然跌幅没有那么大,但也基本腰斩,只有苹果、微软相对抗跌,不过也蒸发了3-4成。而整个纳斯达克指数,跌幅最大也接近40%。</p><p>实际上,这里有一个不成文的“规律”,就是美股有基本面支撑的大型科技公司,在股灾中跌幅到7成、8成的时候,一般就会见底,这是通过对美股大跌期的统计而得。之所以说不能成文,是因为无法确定下一次是否如此,毕竟决定股价的因素太过复杂,同时市场本身也会不断产生新的因素,单纯依靠过往经验就断定历史重演,未必完全正确。</p><p>我们只是想强调,做投资逆向思维的重要性,如果股价跌幅巨大,需要考虑一下是否会触底反弹,而不是简单地顺着惯性和线性推理。</p><p>这大概就是咱们中国人说的否极泰来吧。</p><p>总的来说,这一波美股科技股大牛市,有两大驱动因素,一方面是对于去年大跌后的修复,另一方面则是人工智能的爆发。如果说去年是双杀,那今年无疑是双击。</p><p>问题是,这股牛市风潮,还能继续下去吗?</p><h3 id=\"id_1421404437\">还能疯下去吗?</h3><p>美股作为成熟且体制机制完善的市场,相对新兴国家而言容易理解和琢磨。</p><p>比如经济是股市的晴雨表,这点在美股就有很大的体现,2020年疫情爆发之后美股疯狂上涨,很多人归结于美联储的大放水,流动性泛滥,但实际上,美联储的钱也并没有全部流入股市,更多的是给美国家庭发钱,让他们在封控条件下依然可以有钱过日子。</p><p>这点虽然说有弊端,比如后来的高通胀,但对于拯救疫情下的美国经济却是立竿见影,<strong>因为美国家庭消费是GDP最大的来源,只要美国家庭还在消费,那宏观经济就没啥问题。</strong></p><p>2020年,美国GDP负增长2.8%,但次年就回到5.9%,剔除低基数影响,实际增长也有3%左右,说发钱让美国经济火热,一点都不为过。要知道,特朗普作为生意人总统,在位期间,没有一年的经济增速达到过3%。当然了,发钱这个事也是他在位期间决策的。</p><p>因此,从宏观层面上看,美股能否继续狂飙,经济基本面是一个比较重要的决定性因素。</p><p>综合最近的美国经济数据看,不管是劳动力市场,还是通胀水平,亦或其他的如PPI、PMI等经济指标,有参差,但韧性依然在。尽管高利率的压制效应正在发挥作用,但并没有想象中强烈,反而显得相对温和,这也重燃了市场对于今年美国经济软着陆的信心。</p><p><strong>所以,只要美国经济不出现大的衰退,美股整体上还是会延续上涨趋势,上涨节奏就取决于未来的经济数据,以及美联储的货币政策。</strong></p><p>至于板块方面,科技股仍然是最热门的,尤其是和人工智能相关的板块。不过,上涨幅度除了各大科技公司的动作,还要看他们的业绩。</p><p>美股很现实,对于业绩决定涨跌的逻辑也很认可。4月份特斯拉来了一个深度调整,5月份英伟达一夜狂飙30%,都是业绩决定的。</p><p>因此,特别是这两个月,关注科技公司的中期业绩,是投资决策最重要的依据。</p><p>从估值上看,美股科技股相对处于合理区间,苹果、微软、google这类巨无霸的PE基本都在30上下,英伟达、特斯拉这类成长性比较充足的估值相对较高,不过业绩高增的确定性做了一定的对冲,除非增长逻辑被证伪,否则要掉下来也不容易。</p><p>拉长时间看,随着人工智能各种技术的演进,以及商业化的扩大,AI概念股依然是最有能力享受市场追捧的板块,而美国相应的概念公司,实力都是摆在那的,没有太大的基本面问题,需要考虑的,是值不值得追高。</p><p>这个,就看各位的风险意识了。因为过去的经验告诉我们,有的股票,你觉得是泡沫,害怕得很,但人家就偏偏涨给你看。</p><h3 id=\"id_2738912095\">唯美股是瞻?</h3><p>讲起美股的今年的大涨,国内股民可能很不是滋味。</p><p>除了去年11月解封之后有过几个月的狂欢,后面就持续地低迷,虽然A股也不乏题材,比如AI、中特估,但如果不是踩中这两个概念的,基本是亏多盈少。</p><p>最基本的因素肯定是经济面,其实美股的指数也是科技股撑起来的,传统的价值股并没有太多表现。区别只是,美国经济基本面似乎正在扭转预期,所以传统价值股也可能正迎来机会,但国内经济基本面就依然压力重重,传统价值股路在何方,谁知道?</p><p>下半年要是寄望于经济面有超预期表现,似乎有困难,只能看上头有什么“特效药”了。不过也并非全是悲观,说不定会有一些概念性的机会,比如AI继续发酵。这个得寄希望于美国那边,技术突破也好,新的AI应用也罢,总之要倒腾出一些资本市场喜欢的概念,这样我们就有了跟随炒作的理由。</p><p>虽然这些年时不时炒作A股独立,中国特色的股市,貌似成功脱离了资本主义世界的束缚,但实际上,国内的概念炒作,基本上还是受美股的影响比较大,作为跟随者的角色并没有根本性的改变。</p><p>就拿AI来说,若不是美国出了个chatGPT,国内AI概念也无从炒起,此前的新能源汽车也是一样,若不是特斯拉爆发,国内的炒作也无从说起。其实,我们自己也很多AI公司,很多新能源公司,但能够牵起巨浪的,始终是美国。</p><p>认清这点其实很重要,因为容易找到“锚”,也容易抄作业。</p><p>说真的,希望美国科技公司们,继续疯下去,千万不要停,并且多多倒腾出一些新的科技概念,因为下半年的炒作,还得靠这帮万恶的资本家。</p></body></html>","source":"gelonghui_highlight","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\" 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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美国科技股,纯粹一群疯子\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-20 19:21 北京时间 <a href=https://www.gelonghui.com/p/625002><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:深鹏股民今年的三大错觉,其中一个必不可少:美国科技股泡沫严重,要崩!好在说了是错觉,如果真的当真,那就硬生生不知要错过多少个小目标?进入财报季,美股依然没有半点腐朽资本主义要崩溃的迹象,即使是上半年风声鹤唳的银行股,财报都超出市场预期,如大摩,Q2净利润同比下滑13%,但优于分析师预期的下滑20%,美银Q2营收同比增长11%,至253.3亿美元,小幅超出分析师预期的250.5亿美元,净...</p>\n\n<a href=\"https://www.gelonghui.com/p/625002\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ee8693e4c1020f90549d9470b7220505","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"https://www.gelonghui.com/p/625002","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2352017355","content_text":"作者:深鹏股民今年的三大错觉,其中一个必不可少:美国科技股泡沫严重,要崩!好在说了是错觉,如果真的当真,那就硬生生不知要错过多少个小目标?进入财报季,美股依然没有半点腐朽资本主义要崩溃的迹象,即使是上半年风声鹤唳的银行股,财报都超出市场预期,如大摩,Q2净利润同比下滑13%,但优于分析师预期的下滑20%,美银Q2营收同比增长11%,至253.3亿美元,小幅超出分析师预期的250.5亿美元,净利息收入增长14%至142亿美元,利润同比增长19%达到74亿美元,每股收益88美分,小幅超出分析师预期的84美分。靠着两大银行股的带动,道琼斯指数当晚被拔高了1%,成功突破了去年底的高位。不过,银行股还算小case了,真正的大牛板块,是科技股。英伟达和微软股价连创历史新高,连马斯克都惊呼“疯狂”。今天凌晨(北京时间),特斯拉在盘后公布了Q2财报,营收、净利润指标都超出市场预期,不过由于降价太多,毛利率比上季跌了一个点,到18.2%,现金流情况也只有10亿美元,两个指标均不及市场预期。特斯拉盘后交易股价受到财报的影响,一度大跌近4个点。但实际上,特斯拉的财报表现整体看还是不错的,股价下跌也有之前上涨太大、杀期权等因素影响。虽然数据没有两个月前英伟达般炸裂,但相信经历短暂调整之后,还是有能力给美股科技板块上涨加上一把火。因为,美国的科技股,实在太疯狂了。科技股有多疯狂?今年,全球都对高利率下的美国经济增长缺乏信心,但就是在这样的大环境下,美国科技股硬生生造出了一个牛市,而且不是小牛市,而是一个大牛市,甚至可以说以一己之力把整个美国股市带上上涨通道。众多的科技股,不管体量大小,都涨出很多个小目标,创历史新高的也不在少数,微软、google、meta、英伟达、特斯拉、苹果,都是其中的代表。当然了,你可以说这都是拜chatGPT引发的人工智能革命的福,但能够创造出这项技术并且开展大规模商业化,那你也得佩服得五体投地,要不然呢?其他国家也可以去引领一下啊,又没有人拦着他们。这也揭示了一个简单的市场逻辑:如果能够占据未来的技术高点,能够创造出巨大的价值,当下的经济好还是不好,其实根本无所谓,资本是愿意为这样的未来买单的。如果你只是把眼光局限于现在美国通胀高,利率高,经济衰退风险大,那只能说目光太短浅了。与未来产业革命的星辰大海相比,经济周期显得短暂多了。试想一下,1970年代末兴起的计算机革命,绵延至今长达40多年,一路扶摇直上,这个过程中经历了多少经济周期,有多少低谷?单单称得上世界级别的,就有1980年代初美国的经济调整、1990年代初的美国经济衰退、97年亚洲金融危机、2000年科技股泡沫破裂、911事件、阿富汗和伊拉克战争、非典、08年金融危机,以及现在的新冠和俄乌战争。经济周期是起起落落,但计算机和互联网革命却从未停止增长的脚步。这一波人工智能革命已经被公认为可以改变世界,并且会比人类历史上前几次工业革命的价值还要高,如此光明且广阔的未来,也难怪资本市场会如此地趋之若鹜。另外,美股科技股货真价实的比较多,最重要的是人家确实是交得出业绩,这点和国内的蹭热点公司有很大差别,所以美股可以一路上涨,而只是纯粹蹭概念的公司,硬不过三个月,大起大落,疯狂过后一地鸡毛,是常态。另外,今年的美国科技股大牛市,也有一个前提,那就是去年它们普遍经历了崩盘式的下跌。英伟达,从346美元的高位跌至108美元,跌幅68%;特斯拉,从414美元跌至101美元,跌幅76%;最惨的要数meta,从384美元跌至88美元,跌幅接近80%。亚马逊、google这些,虽然跌幅没有那么大,但也基本腰斩,只有苹果、微软相对抗跌,不过也蒸发了3-4成。而整个纳斯达克指数,跌幅最大也接近40%。实际上,这里有一个不成文的“规律”,就是美股有基本面支撑的大型科技公司,在股灾中跌幅到7成、8成的时候,一般就会见底,这是通过对美股大跌期的统计而得。之所以说不能成文,是因为无法确定下一次是否如此,毕竟决定股价的因素太过复杂,同时市场本身也会不断产生新的因素,单纯依靠过往经验就断定历史重演,未必完全正确。我们只是想强调,做投资逆向思维的重要性,如果股价跌幅巨大,需要考虑一下是否会触底反弹,而不是简单地顺着惯性和线性推理。这大概就是咱们中国人说的否极泰来吧。总的来说,这一波美股科技股大牛市,有两大驱动因素,一方面是对于去年大跌后的修复,另一方面则是人工智能的爆发。如果说去年是双杀,那今年无疑是双击。问题是,这股牛市风潮,还能继续下去吗?还能疯下去吗?美股作为成熟且体制机制完善的市场,相对新兴国家而言容易理解和琢磨。比如经济是股市的晴雨表,这点在美股就有很大的体现,2020年疫情爆发之后美股疯狂上涨,很多人归结于美联储的大放水,流动性泛滥,但实际上,美联储的钱也并没有全部流入股市,更多的是给美国家庭发钱,让他们在封控条件下依然可以有钱过日子。这点虽然说有弊端,比如后来的高通胀,但对于拯救疫情下的美国经济却是立竿见影,因为美国家庭消费是GDP最大的来源,只要美国家庭还在消费,那宏观经济就没啥问题。2020年,美国GDP负增长2.8%,但次年就回到5.9%,剔除低基数影响,实际增长也有3%左右,说发钱让美国经济火热,一点都不为过。要知道,特朗普作为生意人总统,在位期间,没有一年的经济增速达到过3%。当然了,发钱这个事也是他在位期间决策的。因此,从宏观层面上看,美股能否继续狂飙,经济基本面是一个比较重要的决定性因素。综合最近的美国经济数据看,不管是劳动力市场,还是通胀水平,亦或其他的如PPI、PMI等经济指标,有参差,但韧性依然在。尽管高利率的压制效应正在发挥作用,但并没有想象中强烈,反而显得相对温和,这也重燃了市场对于今年美国经济软着陆的信心。所以,只要美国经济不出现大的衰退,美股整体上还是会延续上涨趋势,上涨节奏就取决于未来的经济数据,以及美联储的货币政策。至于板块方面,科技股仍然是最热门的,尤其是和人工智能相关的板块。不过,上涨幅度除了各大科技公司的动作,还要看他们的业绩。美股很现实,对于业绩决定涨跌的逻辑也很认可。4月份特斯拉来了一个深度调整,5月份英伟达一夜狂飙30%,都是业绩决定的。因此,特别是这两个月,关注科技公司的中期业绩,是投资决策最重要的依据。从估值上看,美股科技股相对处于合理区间,苹果、微软、google这类巨无霸的PE基本都在30上下,英伟达、特斯拉这类成长性比较充足的估值相对较高,不过业绩高增的确定性做了一定的对冲,除非增长逻辑被证伪,否则要掉下来也不容易。拉长时间看,随着人工智能各种技术的演进,以及商业化的扩大,AI概念股依然是最有能力享受市场追捧的板块,而美国相应的概念公司,实力都是摆在那的,没有太大的基本面问题,需要考虑的,是值不值得追高。这个,就看各位的风险意识了。因为过去的经验告诉我们,有的股票,你觉得是泡沫,害怕得很,但人家就偏偏涨给你看。唯美股是瞻?讲起美股的今年的大涨,国内股民可能很不是滋味。除了去年11月解封之后有过几个月的狂欢,后面就持续地低迷,虽然A股也不乏题材,比如AI、中特估,但如果不是踩中这两个概念的,基本是亏多盈少。最基本的因素肯定是经济面,其实美股的指数也是科技股撑起来的,传统的价值股并没有太多表现。区别只是,美国经济基本面似乎正在扭转预期,所以传统价值股也可能正迎来机会,但国内经济基本面就依然压力重重,传统价值股路在何方,谁知道?下半年要是寄望于经济面有超预期表现,似乎有困难,只能看上头有什么“特效药”了。不过也并非全是悲观,说不定会有一些概念性的机会,比如AI继续发酵。这个得寄希望于美国那边,技术突破也好,新的AI应用也罢,总之要倒腾出一些资本市场喜欢的概念,这样我们就有了跟随炒作的理由。虽然这些年时不时炒作A股独立,中国特色的股市,貌似成功脱离了资本主义世界的束缚,但实际上,国内的概念炒作,基本上还是受美股的影响比较大,作为跟随者的角色并没有根本性的改变。就拿AI来说,若不是美国出了个chatGPT,国内AI概念也无从炒起,此前的新能源汽车也是一样,若不是特斯拉爆发,国内的炒作也无从说起。其实,我们自己也很多AI公司,很多新能源公司,但能够牵起巨浪的,始终是美国。认清这点其实很重要,因为容易找到“锚”,也容易抄作业。说真的,希望美国科技公司们,继续疯下去,千万不要停,并且多多倒腾出一些新的科技概念,因为下半年的炒作,还得靠这帮万恶的资本家。","news_type":1},"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3526094335539021","authorId":"3526094335539021","name":"倒霉蛋蛋","avatar":"https://static.tigerbbs.com/0f7966df466f510544d6abadf86c85d5","crmLevel":2,"crmLevelSwitch":0,"idStr":"3526094335539021","authorIdStr":"3526094335539021"},"content":"看好什么票分享下。谢谢","text":"看好什么票分享下。谢谢","html":"看好什么票分享下。谢谢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195356565688360,"gmtCreate":1688731511971,"gmtModify":1688731513733,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"被罚71.23亿元,厉害呀!","listText":"被罚71.23亿元,厉害呀!","text":"被罚71.23亿元,厉害呀!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195356565688360","repostId":"1122583150","repostType":4,"repost":{"id":"1122583150","kind":"news","pubTimestamp":1688731292,"share":"https://www.laohu8.com/m/news/1122583150?lang=&edition=full","pubTime":"2023-07-07 20:01","market":"us","language":"zh","title":"金融监管部门对蚂蚁集团及旗下机构处以罚款71.23亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1122583150","media":"中国证监会","summary":"金融管理部门善始善终推进平台企业金融业务整改。","content":"<html><head></head><body><p>近年来,金融管理部门坚持发展和规范并重,建立健全平台经济治理体系,出台一系列制度办法,初步形成平台企业金融业务发展与监管制度框架,促进平台经济规范健康发展。2020年11月以来,从依法加强监管和有效防范风险的角度出发,金融管理部门督促指导蚂蚁集团、腾讯集团等大型平台企业全面整改金融活动中存在的违法违规问题。目前,平台企业金融业务存在的大部分突出问题已完成整改。金融管理部门工作重点从推动平台企业金融业务的集中整改转入常态化监管。</p><p style=\"text-align: start;\">近期,针对蚂蚁集团及旗下机构过往年度在公司治理、金融消费者保护、参与银行保险机构业务活动、从事支付结算业务、履行反洗钱义务和开展基金销售业务等方面存在的违法违规行为,<strong>金融管理部门依据《中国人民银行法》《反洗钱法》《银行业监督管理法》《保险法》《证券投资基金法》《消费者权益保护法》等,对蚂蚁集团及旗下机构处以罚款(含没收违法所得)71.23亿元。要求蚂蚁集团关停违规开展的“相互宝”业务,并依法补偿消费者利益。</strong>此外,针对以往执法检查中发现的问题,金融管理部门近期也对邮储银行、平安银行、人保财险和财付通公司等实施了行政处罚。</p><p style=\"text-align: start;\">下一步,金融管理部门将完整、准确、全面贯彻新发展理念,着力提升平台企业金融业务常态化监管水平,依法将各类金融活动全部纳入监管,确保同类业务适用同等监管规则,实现公平监管。坚持“两个毫不动摇”,落实促进平台经济健康发展的金融政策措施,支持、鼓励平台企业持续提升金融普惠性,推动科技金融创新,增强国际金融竞争力,更好地服务实体经济和民生需求。</p></body></html>","source":"lsy1573813229493","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>金融监管部门对蚂蚁集团及旗下机构处以罚款71.23亿元</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金融监管部门对蚂蚁集团及旗下机构处以罚款71.23亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-07 20:01 北京时间 <a href=http://www.csrc.gov.cn/csrc/c100028/c7418599/content.shtml><strong>中国证监会</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近年来,金融管理部门坚持发展和规范并重,建立健全平台经济治理体系,出台一系列制度办法,初步形成平台企业金融业务发展与监管制度框架,促进平台经济规范健康发展。2020年11月以来,从依法加强监管和有效防范风险的角度出发,金融管理部门督促指导蚂蚁集团、腾讯集团等大型平台企业全面整改金融活动中存在的违法违规问题。目前,平台企业金融业务存在的大部分突出问题已完成整改。金融管理部门工作重点从推动平台企业...</p>\n\n<a href=\"http://www.csrc.gov.cn/csrc/c100028/c7418599/content.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ee5949c7daa2bc85528efbdc0fb64ee8","relate_stocks":{},"source_url":"http://www.csrc.gov.cn/csrc/c100028/c7418599/content.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122583150","content_text":"近年来,金融管理部门坚持发展和规范并重,建立健全平台经济治理体系,出台一系列制度办法,初步形成平台企业金融业务发展与监管制度框架,促进平台经济规范健康发展。2020年11月以来,从依法加强监管和有效防范风险的角度出发,金融管理部门督促指导蚂蚁集团、腾讯集团等大型平台企业全面整改金融活动中存在的违法违规问题。目前,平台企业金融业务存在的大部分突出问题已完成整改。金融管理部门工作重点从推动平台企业金融业务的集中整改转入常态化监管。近期,针对蚂蚁集团及旗下机构过往年度在公司治理、金融消费者保护、参与银行保险机构业务活动、从事支付结算业务、履行反洗钱义务和开展基金销售业务等方面存在的违法违规行为,金融管理部门依据《中国人民银行法》《反洗钱法》《银行业监督管理法》《保险法》《证券投资基金法》《消费者权益保护法》等,对蚂蚁集团及旗下机构处以罚款(含没收违法所得)71.23亿元。要求蚂蚁集团关停违规开展的“相互宝”业务,并依法补偿消费者利益。此外,针对以往执法检查中发现的问题,金融管理部门近期也对邮储银行、平安银行、人保财险和财付通公司等实施了行政处罚。下一步,金融管理部门将完整、准确、全面贯彻新发展理念,着力提升平台企业金融业务常态化监管水平,依法将各类金融活动全部纳入监管,确保同类业务适用同等监管规则,实现公平监管。坚持“两个毫不动摇”,落实促进平台经济健康发展的金融政策措施,支持、鼓励平台企业持续提升金融普惠性,推动科技金融创新,增强国际金融竞争力,更好地服务实体经济和民生需求。","news_type":1},"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356523820601768,"gmtCreate":1728045312750,"gmtModify":1728045433272,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"人民币又大幅贬值了","listText":"人民币又大幅贬值了","text":"人民币又大幅贬值了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/356523820601768","repostId":"1141476117","repostType":2,"repost":{"id":"1141476117","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":1727222547,"share":"https://www.laohu8.com/m/news/1141476117?lang=&edition=full","pubTime":"2024-09-25 08:02","market":"us","language":"zh","title":"离岸人民币收复7.0大关,为去年5月以来首次","url":"https://stock-news.laohu8.com/highlight/detail?id=1141476117","media":"老虎资讯综合","summary":"9月25日,离岸人民币兑美元收复7.0关口,为去年5月以来首次。","content":"<html><head></head><body><p>9月25日,离岸人民币兑美元收复7.0关口,为去年5月以来首次。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f821c54302ad42537487f4bee0e219ad\" title=\"\" tg-width=\"852\" tg-height=\"832\"/></p><p style=\"text-align: justify;\">昨天,国务院新闻办公室举行新闻发布会,中国人民银行行长潘功胜在会上表示,今年以来,人民银行坚持金融服务实体经济的根本宗旨,坚持支持性货币政策立场和政策取向。货币政策成效不断显现,融资成本处于历史低位。根据中央决策部署,人民银行将坚定坚持支持性货币政策立场,加大货币政策调控强度,提高货币政策调控精准性。</p><p style=\"text-align: justify;\">会上,潘功胜宣布了三项重磅政策:一是降低存款准备金率和政策利率,并带动市场基准利率下行;二是降低存量房贷利率并统一房贷最低首付比例。三是创设新的政策工具,支持股票市场发展。</p><p style=\"text-align: justify;\">央行宣布,近期降准0.5个百分点,年底或择机再降准0.25-0.5个百分点,将降低中央银行政策利率,7天逆回购操作利率下调0.2个百分点,存量房贷利率预计下降约0.5个百分点至新发放房贷利率附近,二套房贷款最低首付比例由25%下调至15%。</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>离岸人民币收复7.0大关,为去年5月以来首次</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离岸人民币收复7.0大关,为去年5月以来首次\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\">2024-09-25 08:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月25日,离岸人民币兑美元收复7.0关口,为去年5月以来首次。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f821c54302ad42537487f4bee0e219ad\" title=\"\" tg-width=\"852\" tg-height=\"832\"/></p><p style=\"text-align: justify;\">昨天,国务院新闻办公室举行新闻发布会,中国人民银行行长潘功胜在会上表示,今年以来,人民银行坚持金融服务实体经济的根本宗旨,坚持支持性货币政策立场和政策取向。货币政策成效不断显现,融资成本处于历史低位。根据中央决策部署,人民银行将坚定坚持支持性货币政策立场,加大货币政策调控强度,提高货币政策调控精准性。</p><p style=\"text-align: justify;\">会上,潘功胜宣布了三项重磅政策:一是降低存款准备金率和政策利率,并带动市场基准利率下行;二是降低存量房贷利率并统一房贷最低首付比例。三是创设新的政策工具,支持股票市场发展。</p><p style=\"text-align: justify;\">央行宣布,近期降准0.5个百分点,年底或择机再降准0.25-0.5个百分点,将降低中央银行政策利率,7天逆回购操作利率下调0.2个百分点,存量房贷利率预计下降约0.5个百分点至新发放房贷利率附近,二套房贷款最低首付比例由25%下调至15%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/16d1fa6e9b69c5975060146f6c797ee5","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141476117","content_text":"9月25日,离岸人民币兑美元收复7.0关口,为去年5月以来首次。昨天,国务院新闻办公室举行新闻发布会,中国人民银行行长潘功胜在会上表示,今年以来,人民银行坚持金融服务实体经济的根本宗旨,坚持支持性货币政策立场和政策取向。货币政策成效不断显现,融资成本处于历史低位。根据中央决策部署,人民银行将坚定坚持支持性货币政策立场,加大货币政策调控强度,提高货币政策调控精准性。会上,潘功胜宣布了三项重磅政策:一是降低存款准备金率和政策利率,并带动市场基准利率下行;二是降低存量房贷利率并统一房贷最低首付比例。三是创设新的政策工具,支持股票市场发展。央行宣布,近期降准0.5个百分点,年底或择机再降准0.25-0.5个百分点,将降低中央银行政策利率,7天逆回购操作利率下调0.2个百分点,存量房贷利率预计下降约0.5个百分点至新发放房贷利率附近,二套房贷款最低首付比例由25%下调至15%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494200111074562","authorId":"3494200111074562","name":"赚钱养家赚钱养家","avatar":"https://static.tigerbbs.com/2926a5234bbb3f723a2b3fd1a4d3a213","crmLevel":1,"crmLevelSwitch":0,"idStr":"3494200111074562","authorIdStr":"3494200111074562"},"content":"没贬值呀,这不是升值了吗?","text":"没贬值呀,这不是升值了吗?","html":"没贬值呀,这不是升值了吗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324208944128176,"gmtCreate":1720181629438,"gmtModify":1720184547122,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> 目标暂时为300美元/股,继续看多!有马斯克的英明领导,有很强大的智能驾驶系统,有员工的精心创新,特斯拉一定能在3年内超越任何对手,成为世界领跑者,加油!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> 目标暂时为300美元/股,继续看多!有马斯克的英明领导,有很强大的智能驾驶系统,有员工的精心创新,特斯拉一定能在3年内超越任何对手,成为世界领跑者,加油!","text":"$特斯拉(TSLA)$ 目标暂时为300美元/股,继续看多!有马斯克的英明领导,有很强大的智能驾驶系统,有员工的精心创新,特斯拉一定能在3年内超越任何对手,成为世界领跑者,加油!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/324208944128176","isVote":1,"tweetType":1,"viewCount":3022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":401754911846896,"gmtCreate":1739092021604,"gmtModify":1739092024311,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"现在不光是黄金往上冲,就连期货铜、铁矿石也都在往上冲。","listText":"现在不光是黄金往上冲,就连期货铜、铁矿石也都在往上冲。","text":"现在不光是黄金往上冲,就连期货铜、铁矿石也都在往上冲。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401754911846896","isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":269390322934072,"gmtCreate":1706786039111,"gmtModify":1706786517703,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"感觉特斯拉现在出现了低潮,样样项目都不太顺利,但股价在180美元处还是有较强的支撑,特斯拉原气仍在,会有阳光灿烂的时候,相信很快就会到来。","listText":"感觉特斯拉现在出现了低潮,样样项目都不太顺利,但股价在180美元处还是有较强的支撑,特斯拉原气仍在,会有阳光灿烂的时候,相信很快就会到来。","text":"感觉特斯拉现在出现了低潮,样样项目都不太顺利,但股价在180美元处还是有较强的支撑,特斯拉原气仍在,会有阳光灿烂的时候,相信很快就会到来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/269390322934072","isVote":1,"tweetType":1,"viewCount":3650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":264466754134168,"gmtCreate":1705589508781,"gmtModify":1705644321027,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"虽然台积电有很大的盈利,但与去年同期比就少了许多,从中长期来说,不看好台积电!看着吧,会跌回100以内。","listText":"虽然台积电有很大的盈利,但与去年同期比就少了许多,从中长期来说,不看好台积电!看着吧,会跌回100以内。","text":"虽然台积电有很大的盈利,但与去年同期比就少了许多,从中长期来说,不看好台积电!看着吧,会跌回100以内。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/264466754134168","isVote":1,"tweetType":1,"viewCount":2307,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571718756177351","authorId":"3571718756177351","name":"圣天","avatar":"https://static.tigerbbs.com/7c4edadc3072a78eb707ae140956700d","crmLevel":1,"crmLevelSwitch":0,"idStr":"3571718756177351","authorIdStr":"3571718756177351"},"content":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","html":"Great ariticle, would you like to share it?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656813528,"gmtCreate":1683590026865,"gmtModify":1683590027762,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/SIL2307\">$微白银2307(SIL2307)$ </a>","listText":"<a href=\"https://laohu8.com/FUT/SIL2307\">$微白银2307(SIL2307)$ </a>","text":"$微白银2307(SIL2307)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/656813528","isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":285542157439256,"gmtCreate":1710718149084,"gmtModify":1710748658237,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 看涨,在160处会有强支撑,期待着4月份的星舰,希望能否圆满成功!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 看涨,在160处会有强支撑,期待着4月份的星舰,希望能否圆满成功!","text":"$特斯拉(TSLA)$ 看涨,在160处会有强支撑,期待着4月份的星舰,希望能否圆满成功!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/285542157439256","isVote":1,"tweetType":1,"viewCount":5349,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561546063759854","authorId":"3561546063759854","name":"永世神选","avatar":"https://static.tigerbbs.com/aa2e678c866716cddc4712d3bff9acf7","crmLevel":2,"crmLevelSwitch":0,"idStr":"3561546063759854","authorIdStr":"3561546063759854"},"content":"星舰关tsla什么事呀","text":"星舰关tsla什么事呀","html":"星舰关tsla什么事呀"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296222720155776,"gmtCreate":1713357627228,"gmtModify":1713428218373,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"蔚来2条路,第一筹集资金搞科研,在许多关键领域要有突破,如电池充电时间能否缩短,续航能力能否提升,基础设施如充电桩是否完善,在自动驾驶技术上是否有特色,免费保修时间能否进一步提高;第二就是尽快灭亡。相比之下马斯克的特斯拉汽车就完全不同了,特斯拉有强大的经济实力和超一流的科研团队,还有一个规模庞大的星舰团队,马斯克玩的是技术,蔚来玩的是能否保住手中的饭碗,两个不在一个层面。","listText":"蔚来2条路,第一筹集资金搞科研,在许多关键领域要有突破,如电池充电时间能否缩短,续航能力能否提升,基础设施如充电桩是否完善,在自动驾驶技术上是否有特色,免费保修时间能否进一步提高;第二就是尽快灭亡。相比之下马斯克的特斯拉汽车就完全不同了,特斯拉有强大的经济实力和超一流的科研团队,还有一个规模庞大的星舰团队,马斯克玩的是技术,蔚来玩的是能否保住手中的饭碗,两个不在一个层面。","text":"蔚来2条路,第一筹集资金搞科研,在许多关键领域要有突破,如电池充电时间能否缩短,续航能力能否提升,基础设施如充电桩是否完善,在自动驾驶技术上是否有特色,免费保修时间能否进一步提高;第二就是尽快灭亡。相比之下马斯克的特斯拉汽车就完全不同了,特斯拉有强大的经济实力和超一流的科研团队,还有一个规模庞大的星舰团队,马斯克玩的是技术,蔚来玩的是能否保住手中的饭碗,两个不在一个层面。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/296222720155776","isVote":1,"tweetType":1,"viewCount":11321,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000268","authorId":"9000000000000268","name":"莫尔斯密码","avatar":"https://static.tigerbbs.com/a281838218cd814d59c1e600e0b9f75f","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000268","authorIdStr":"9000000000000268"},"content":"大家都可以在该领域展开各自的努力,以推动整个行业的进步。","text":"大家都可以在该领域展开各自的努力,以推动整个行业的进步。","html":"大家都可以在该领域展开各自的努力,以推动整个行业的进步。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385716829827504,"gmtCreate":1735196903427,"gmtModify":1735196905620,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"英伟达的芯片已经落后了,还吹嘘“高算力”。","listText":"英伟达的芯片已经落后了,还吹嘘“高算力”。","text":"英伟达的芯片已经落后了,还吹嘘“高算力”。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/385716829827504","repostId":"2494988671","repostType":4,"repost":{"id":"2494988671","kind":"news","pubTimestamp":1735194600,"share":"https://www.laohu8.com/m/news/2494988671?lang=&edition=full","pubTime":"2024-12-26 14:30","market":"us","language":"zh","title":"英伟达年终核弹!全新B300为o1推理大模型打造,RTX5090也曝光了","url":"https://stock-news.laohu8.com/highlight/detail?id=2494988671","media":"量子位","summary":"英伟达老黄,成了今年的圣诞老黄。AI芯片大礼包刚刚曝光:GPU新核弹B300,以及附带CPU的超级芯片GB300。△GrokAI绘图包含72块GB300的“新一代计算单元”GB300 NVL72,更是被评价为“能让OpenAI o1/o3推理大模型的思维链长度,在高batch size下达到10万tokens的唯一方案”。这与今年3月份“AI春晚”发布的B200系列只隔了几个月。One More Thing英伟达消费级显卡方面,RTX5090的PCB板也首次曝光了~就在昨天,一张RTX 5090 PCB照片在网上疯转。","content":"<html><head></head><body><p>英伟达老黄,成了今年的圣诞老黄。</p><p style=\"text-align: left;\">AI芯片大礼包刚刚曝光:</p><p style=\"text-align: left;\">GPU新核弹<strong>B300</strong>,以及附带CPU的超级芯片<strong>GB300</strong>。</p><p style=\"text-align: left;\"><strong>高算力</strong>,在产品层面上相比B200在FLOPS上提高50%</p><p style=\"text-align: left;\"><strong>大显存</strong>,从192GB提升到288GB,也是提高了50%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f9e5c5a6f2c34097efd9ea26e6b1bb1\" alt=\"△Grok AI绘图\" title=\"△Grok AI绘图\" tg-width=\"1024\" tg-height=\"768\"/><span>△Grok AI绘图</span></p><p style=\"text-align: left;\">包含72块GB300的“新一代计算单元<strong>”GB300 NVL72</strong>,更是被评价为“能让OpenAI o1/o3推理大模型的思维链长度,在高batch size下达到10万tokens的唯一方案”。</p><p style=\"text-align: left;\">这与今年3月份“AI春晚”发布的B200系列<strong>只隔了几个月</strong>。</p><p style=\"text-align: left;\">根据SemiAnalysis爆料,从第三季度开始,<strong>许多AI巨头已经将订单从B200转移到了B300</strong>(只有微软还在第四季度继续购买了部分B200)。</p><p style=\"text-align: left;\">有不少网友感叹,更新速度实在太快了!</p><p style=\"text-align: left;\">既是解决了此前传闻中B200因设计缺陷被迫推迟的问题,又是对隔壁AMD MI300系列后续产品将在2025年提升显存容量的回应。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0dc1722b58eb13468099c2bac62e47ce\" alt=\"\" title=\"\" tg-width=\"1064\" tg-height=\"456\"/></p><h2 id=\"id_3472682946\" style=\"text-align: left;\">又一款AI核弹</h2><p style=\"text-align: left;\">既然都是Blackwell架构没有跨代,B300的算力提高来自哪里呢?</p><p style=\"text-align: left;\">根据这次爆料,主要有三部分:</p><ul style=\"list-style-type: square;\"><li><p><strong>工艺节点,</strong>与B200使用同样的台积电4NP,但是全新流片</p></li><li><p><strong>增加功率,</strong>GB300和B300 HGX的TDP分别达到1.4KW、1.2KW,相比之下B200系列分别提高0.2KW</p></li><li><p><strong>架构微创新,</strong>例如在CPU和GPU之间动态分配功率</p></li></ul><p style=\"text-align: left;\">除了更高FLOPS之外,B300系列的显存也做了升级:</p><ul style=\"list-style-type: square;\"><li><p>从8层堆叠的<strong>HBM3E</strong>升级到12层(12-Hi HBM3E)</p></li><li><p><strong>显存容量</strong>从192GB升级到288GB</p></li><li><p><strong>显存带宽</strong>保持不变,仍为8TB/s</p></li></ul><p style=\"text-align: left;\">此外产品交付层面还有一个大变化:</p><p style=\"text-align: left;\">GB200系列提供整个<strong>Bianca Board</strong>,也就包括两颗GPU、一颗CPU、CPU的内存等所有组件都集成在一块PCB版上。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/262abf69a417b8ad4b4fe50f47dc1345\" alt=\"△GB200概念图\" title=\"△GB200概念图\" tg-width=\"1080\" tg-height=\"608\"/><span>△GB200概念图</span></p><p style=\"text-align: left;\">GB300系列将只提供<strong>参考板</strong>(Reference Board),包括两颗B300 GPU、一颗Grace CPU、HMC(Hybrid Memory Cube),<strong>LPCAMM内存模块等组件将由客户自行采购</strong>。</p><p style=\"text-align: left;\">这给供应链上的OEM和ODM制造商带来了新的机会。</p><h2 id=\"id_1947192978\" style=\"text-align: left;\">为推理大模型打造</h2><p style=\"text-align: left;\">显存的升级对OpenAI o1/o3一类的推理大模型至关重要,因为<strong>推理思维链长度会增加KVCache</strong>,影响batch size和延迟。</p><p style=\"text-align: left;\">以一个GB300 NVL72“计算单元”为单位考虑时,<strong>它使72个GPU能够以极低的延迟处理相同的问题,并共享显存</strong>。</p><p style=\"text-align: left;\">在此基础上从GB200升级到GB300,还可以带来许多好处:</p><ul style=\"list-style-type: square;\"><li><p>每个思维链的延迟更低</p></li><li><p>实现更长的思维链</p></li><li><p>降低推理成本</p></li><li><p>处理同一问题时,可以搜索更多样本,最终提高模型能力</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c6ede47651ca86916acaab778d3b6b4c\" alt=\"\" title=\"\" tg-width=\"934\" tg-height=\"926\"/></p><p style=\"text-align: left;\">为了解释这些提升,SemiAnalysis举了个更为直观的例子。</p><p style=\"text-align: left;\">下图是在不同批处理大小下,使用H100和H200两种GPU处理长序列时,Llama 3.1 405B在FP8精度下的处理速度。</p><p style=\"text-align: left;\">输入设置为1000个token、输出19000个token,由此模拟OpenAI o1和o3模型中的思维链。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9b2bd9895782829d037932bc532e22d6\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"909\"/></p><p style=\"text-align: left;\">从H100升级到H200,有两个显著改进。</p><p style=\"text-align: left;\">一是在所有可比较的batch size中,H200的内存带宽更大(H200 4.8TB/s,H100 3.35TB/s),从而使得处理效率普遍提高了43%。</p><p style=\"text-align: left;\">二是H200可运行更高的batch size,这使得其每秒可以生成的token数量增加了3倍,相应地,成本也减少了约3倍。</p><p style=\"text-align: left;\">内存增加所带来的效益远不止表面上的这些。</p><p style=\"text-align: left;\">众所周知,推理模型响应时间一般更长,显著缩短推理时间可以提高用户体验和使用频率。</p><p style=\"text-align: left;\">而且内存升级实现3倍性能提升,成本减少3倍,这一提升速度也远超摩尔定律。</p><p style=\"text-align: left;\">除此之外,SemiAnalysis还分析观察到,能力更强和具有明显差异化的模型能收取更高的溢价——</p><p style=\"text-align: left;\">前沿模型毛利率超70%,而还在与开源模型竞争的次一级模型毛利率不足20%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/971b41b1bd146a1ffc0f841ce14c5f53\" alt=\"\" title=\"\" tg-width=\"232\" tg-height=\"232\"/></p><p style=\"text-align: left;\">当然,英伟达并不是唯一一家能增加内存的芯片公司,但奈何英伟达还有杀手锏<strong>NVLink</strong>。</p><h2 id=\"id_2492167468\" style=\"text-align: left;\">One More Thing</h2><p style=\"text-align: left;\">英伟达消费级显卡方面,RTX5090的PCB板也首次曝光了~</p><p style=\"text-align: left;\">就在昨天,一张RTX 5090 PCB照片在网上疯转。</p><p style=\"text-align: left;\">特点就是超超超大号。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59e9064e23e7fce44e6485fab4e3e0ae\" alt=\"\" title=\"\" tg-width=\"944\" tg-height=\"1262\"/></p><p style=\"text-align: left;\">结合此前爆料称5090有可能会配备<strong>32GB大显存</strong>,有望支持8K超高清游戏,实现60fps的流畅游戏体验。</p><p style=\"text-align: left;\">网友们直接坐不住。</p><p style=\"text-align: left;\">关于5090的发布时间,大伙儿猜测大概会是1月6日老黄CES演讲的时候。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e094bf588d8b1240f033628a88c4dc9\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"822\"/></p></body></html>","source":"lsy1569318700471","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>英伟达年终核弹!全新B300为o1推理大模型打造,RTX5090也曝光了</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英伟达年终核弹!全新B300为o1推理大模型打造,RTX5090也曝光了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-26 14:30 北京时间 <a href=https://mp.weixin.qq.com/s?__biz=MzIzNjc1NzUzMw==&mid=2247769299&idx=1&sn=95131baf4a6bb2d01e3360c42d48e253&chksm=e9b5ad81139c6e7589760ba4b53ebf76ae49ba75ef44dfd0646fefdb6578d047d7b11e8875d1&scene=0&xtrack=1#rd><strong>量子位</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达老黄,成了今年的圣诞老黄。AI芯片大礼包刚刚曝光:GPU新核弹B300,以及附带CPU的超级芯片GB300。高算力,在产品层面上相比B200在FLOPS上提高50%大显存,从192GB提升到288GB,也是提高了50%。△Grok AI绘图包含72块GB300的“新一代计算单元”GB300 NVL72,更是被评价为“能让OpenAI o1/o3推理大模型的思维链长度,在高batch size...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzIzNjc1NzUzMw==&mid=2247769299&idx=1&sn=95131baf4a6bb2d01e3360c42d48e253&chksm=e9b5ad81139c6e7589760ba4b53ebf76ae49ba75ef44dfd0646fefdb6578d047d7b11e8875d1&scene=0&xtrack=1#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e0fa0107e181d7e3dd174764f4d7d9d0","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzIzNjc1NzUzMw==&mid=2247769299&idx=1&sn=95131baf4a6bb2d01e3360c42d48e253&chksm=e9b5ad81139c6e7589760ba4b53ebf76ae49ba75ef44dfd0646fefdb6578d047d7b11e8875d1&scene=0&xtrack=1#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2494988671","content_text":"英伟达老黄,成了今年的圣诞老黄。AI芯片大礼包刚刚曝光:GPU新核弹B300,以及附带CPU的超级芯片GB300。高算力,在产品层面上相比B200在FLOPS上提高50%大显存,从192GB提升到288GB,也是提高了50%。△Grok AI绘图包含72块GB300的“新一代计算单元”GB300 NVL72,更是被评价为“能让OpenAI o1/o3推理大模型的思维链长度,在高batch size下达到10万tokens的唯一方案”。这与今年3月份“AI春晚”发布的B200系列只隔了几个月。根据SemiAnalysis爆料,从第三季度开始,许多AI巨头已经将订单从B200转移到了B300(只有微软还在第四季度继续购买了部分B200)。有不少网友感叹,更新速度实在太快了!既是解决了此前传闻中B200因设计缺陷被迫推迟的问题,又是对隔壁AMD MI300系列后续产品将在2025年提升显存容量的回应。又一款AI核弹既然都是Blackwell架构没有跨代,B300的算力提高来自哪里呢?根据这次爆料,主要有三部分:工艺节点,与B200使用同样的台积电4NP,但是全新流片增加功率,GB300和B300 HGX的TDP分别达到1.4KW、1.2KW,相比之下B200系列分别提高0.2KW架构微创新,例如在CPU和GPU之间动态分配功率除了更高FLOPS之外,B300系列的显存也做了升级:从8层堆叠的HBM3E升级到12层(12-Hi HBM3E)显存容量从192GB升级到288GB显存带宽保持不变,仍为8TB/s此外产品交付层面还有一个大变化:GB200系列提供整个Bianca Board,也就包括两颗GPU、一颗CPU、CPU的内存等所有组件都集成在一块PCB版上。△GB200概念图GB300系列将只提供参考板(Reference Board),包括两颗B300 GPU、一颗Grace CPU、HMC(Hybrid Memory Cube),LPCAMM内存模块等组件将由客户自行采购。这给供应链上的OEM和ODM制造商带来了新的机会。为推理大模型打造显存的升级对OpenAI o1/o3一类的推理大模型至关重要,因为推理思维链长度会增加KVCache,影响batch size和延迟。以一个GB300 NVL72“计算单元”为单位考虑时,它使72个GPU能够以极低的延迟处理相同的问题,并共享显存。在此基础上从GB200升级到GB300,还可以带来许多好处:每个思维链的延迟更低实现更长的思维链降低推理成本处理同一问题时,可以搜索更多样本,最终提高模型能力为了解释这些提升,SemiAnalysis举了个更为直观的例子。下图是在不同批处理大小下,使用H100和H200两种GPU处理长序列时,Llama 3.1 405B在FP8精度下的处理速度。输入设置为1000个token、输出19000个token,由此模拟OpenAI o1和o3模型中的思维链。从H100升级到H200,有两个显著改进。一是在所有可比较的batch size中,H200的内存带宽更大(H200 4.8TB/s,H100 3.35TB/s),从而使得处理效率普遍提高了43%。二是H200可运行更高的batch size,这使得其每秒可以生成的token数量增加了3倍,相应地,成本也减少了约3倍。内存增加所带来的效益远不止表面上的这些。众所周知,推理模型响应时间一般更长,显著缩短推理时间可以提高用户体验和使用频率。而且内存升级实现3倍性能提升,成本减少3倍,这一提升速度也远超摩尔定律。除此之外,SemiAnalysis还分析观察到,能力更强和具有明显差异化的模型能收取更高的溢价——前沿模型毛利率超70%,而还在与开源模型竞争的次一级模型毛利率不足20%。当然,英伟达并不是唯一一家能增加内存的芯片公司,但奈何英伟达还有杀手锏NVLink。One More Thing英伟达消费级显卡方面,RTX5090的PCB板也首次曝光了~就在昨天,一张RTX 5090 PCB照片在网上疯转。特点就是超超超大号。结合此前爆料称5090有可能会配备32GB大显存,有望支持8K超高清游戏,实现60fps的流畅游戏体验。网友们直接坐不住。关于5090的发布时间,大伙儿猜测大概会是1月6日老黄CES演讲的时候。","news_type":1},"isVote":1,"tweetType":1,"viewCount":978,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579578747431012","authorId":"3579578747431012","name":"三千旗得圣","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3579578747431012","authorIdStr":"3579578747431012"},"content":"看到评论区的发言我就安心了,就老黄天天隔着加功率加显存和核心数量,消费级的显卡都已经成为显砖了,甚至主板还得加固定件才能好好插稳显卡,还有人继续吹老黄的提升","text":"看到评论区的发言我就安心了,就老黄天天隔着加功率加显存和核心数量,消费级的显卡都已经成为显砖了,甚至主板还得加固定件才能好好插稳显卡,还有人继续吹老黄的提升","html":"看到评论区的发言我就安心了,就老黄天天隔着加功率加显存和核心数量,消费级的显卡都已经成为显砖了,甚至主板还得加固定件才能好好插稳显卡,还有人继续吹老黄的提升"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296222973751544,"gmtCreate":1713357749918,"gmtModify":1713357752510,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 特斯拉的股价一定会上来的,不必担心马斯克,他有智慧、有能力、有资金,特斯拉加油!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 特斯拉的股价一定会上来的,不必担心马斯克,他有智慧、有能力、有资金,特斯拉加油!","text":"$特斯拉(TSLA)$ 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。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/289195906769144","isVote":1,"tweetType":1,"viewCount":3214,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"203105757513414","authorId":"203105757513414","name":"Peking出租车","avatar":"https://static.tigerbbs.com/89a73751950e5bffb5350f0239deb963","crmLevel":7,"crmLevelSwitch":1,"idStr":"203105757513414","authorIdStr":"203105757513414"},"content":"spacex和特斯拉股价没关系吧?","text":"spacex和特斯拉股价没关系吧?","html":"spacex和特斯拉股价没关系吧?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":276342010224872,"gmtCreate":1708496515846,"gmtModify":1708506951992,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"芯片代表着一个国家的科技实力,在这方面美国仍然是遥遥领先于世界,中国仍不是美国的对手,美国在跑,中国在赶,但差距是相当大,美国的芯片公司包括英伟达在内,仍会继续领导美国科技股向上冲,2024年看好!","listText":"芯片代表着一个国家的科技实力,在这方面美国仍然是遥遥领先于世界,中国仍不是美国的对手,美国在跑,中国在赶,但差距是相当大,美国的芯片公司包括英伟达在内,仍会继续领导美国科技股向上冲,2024年看好!","text":"芯片代表着一个国家的科技实力,在这方面美国仍然是遥遥领先于世界,中国仍不是美国的对手,美国在跑,中国在赶,但差距是相当大,美国的芯片公司包括英伟达在内,仍会继续领导美国科技股向上冲,2024年看好!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/276342010224872","isVote":1,"tweetType":1,"viewCount":3090,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563871037118306","authorId":"3563871037118306","name":"super1","avatar":"https://static.tigerbbs.com/480f62fa32ae14bee243e7b68d3d355a","crmLevel":2,"crmLevelSwitch":0,"idStr":"3563871037118306","authorIdStr":"3563871037118306"},"content":"还敢硌屁股,中国已经放弃了,最近你听说国家支持芯片的消息和新投资了吗?这个无底洞填不满,而且芯片国内公司大部分是'骗子公司套现公司","text":"还敢硌屁股,中国已经放弃了,最近你听说国家支持芯片的消息和新投资了吗?这个无底洞填不满,而且芯片国内公司大部分是'骗子公司套现公司","html":"还敢硌屁股,中国已经放弃了,最近你听说国家支持芯片的消息和新投资了吗?这个无底洞填不满,而且芯片国内公司大部分是'骗子公司套现公司"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}