ruan_7128的个人主页 - 老虎社区

ruan_7128

ruan_7128

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IP属地：广东

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4主题

0勋章

01-15

$微型铜2603(MHG2603)$ 拔根小草

2025-09-30

$微型铜2512(MHG2512)$ 又捞到一条小黄鱼

2025-12-24

小米车子的负面新闻实在是太多了，还是多看几年再考虑小米的车吧

2025-12-23

白银现在是天天创新高，黄金昨天也创新高了，暂时看不到回调迹象

2025-08-12

许家印被抓已经几年了，恒大的股票还不进行清算，纳闷！

中国恒大：将于8月25日上午9时起取消上市地位

2025-12-10

$微白银主连 2603(SILmain)$ 明天就是降息日了，估计还会再上冲一波，准备做空！

2025-02-09

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。

2024-03-29

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。

抱歉，原内容已删除

2025-08-25

很不看好蔚来，车子还卖40多万/辆，我不如用这钱去购买奔驰E了。

2025-08-25

黄金就等九月份非农数据和降息市场认可度，这2个节点处黄金要是能冲上3500之上就准备逐步做空，甘老师，我这思维是否妥当？

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拔根小草","images":[{"img":"https://static.tigerbbs.com/5426df3a1cfa7284d95cbaec8f4f3e34","width":"986","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532366307771976","isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":532359680374232,"gmtCreate":1770991521092,"gmtModify":1770991523311,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"title":"","htmlText":"亏损这么厉害啊","listText":"亏损这么厉害啊","text":"亏损这么厉害啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532359680374232","repostId":"1171802097","repostType":4,"repost":{"id":"1171802097","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":1770984290,"share":"https://www.laohu8.com/m/news/1171802097?lang=zh_CN&edition=full","pubTime":"2026-02-13 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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美团：预期2025年度录得亏损约人民币233亿元至243亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-02-13 20:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月13日，<a href=\"https://laohu8.com/S/03690\">美团-W</a> 港交所公告，<strong>本集团预期2025年度录得亏损约人民币233亿元至人民币243亿元，相比之下，本集团2024年度录得溢利约人民币358.08亿元。</strong>本集团于2025年度的预期亏损，主要是由于核心本地商业分部从2024年度约人民币524.15亿元的经营溢利转为2025年度约人民币68亿元至人民币70亿元的经营亏损，同时本集团进一步加大了海外业务的投入。尤其是，为了应对2025年度行业空前激烈的竞争，本集团已战略性地加大对整个生态体系的投入，以增强核心优势并推动可持续增长。</p><p>截至发稿， <a href=\"https://laohu8.com/S/MPNGY\">美团ADR</a> 盘前跌3.5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9489285958506f4efe8393fcc2e8088\" title=\"\" tg-width=\"540\" tg-height=\"156\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4a9c6570376503354c00b4acfc71e84\" tg-width=\"1107\" tg-height=\"801\"/></p><p>美团公告，尽管受持续竞争影响，亏损趋势预计将在2026年第一季度延续，但截至本公告日期，本集团的经营状况维持稳健及正常，且本集团拥有充足的现金以支撑业务的稳健发展。</p><p>集团已积极调整经营策略，并将持续落实一系列措施，包括进一步推动AI及无人配送技术的发展与应用、持续推进产品及业务模式创新、通过精细化运营提升效率，以及完善行业生态体系。董事会有信心该等举措将帮助本集团进一步巩固核心优势，更好地服务用户及商户，并推动本集团实现长期增长。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fd2ea4fd358c7478487e4c646dc319a\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e1238455e09ac8d1135014cb37eb0f4d","relate_stocks":{"MPNGY":"美团ADR","03690":"美团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171802097","content_text":"2月13日，美团-W 港交所公告，本集团预期2025年度录得亏损约人民币233亿元至人民币243亿元，相比之下，本集团2024年度录得溢利约人民币358.08亿元。本集团于2025年度的预期亏损，主要是由于核心本地商业分部从2024年度约人民币524.15亿元的经营溢利转为2025年度约人民币68亿元至人民币70亿元的经营亏损，同时本集团进一步加大了海外业务的投入。尤其是，为了应对2025年度行业空前激烈的竞争，本集团已战略性地加大对整个生态体系的投入，以增强核心优势并推动可持续增长。截至发稿， 美团ADR 盘前跌3.5%。美团公告，尽管受持续竞争影响，亏损趋势预计将在2026年第一季度延续，但截至本公告日期，本集团的经营状况维持稳健及正常，且本集团拥有充足的现金以支撑业务的稳健发展。集团已积极调整经营策略，并将持续落实一系列措施，包括进一步推动AI及无人配送技术的发展与应用、持续推进产品及业务模式创新、通过精细化运营提升效率，以及完善行业生态体系。董事会有信心该等举措将帮助本集团进一步巩固核心优势，更好地服务用户及商户，并推动本集团实现长期增长。","news_type":1,"symbols_score_info":{"MPNGY":2,"03690":2}},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532325282534848,"gmtCreate":1770981312594,"gmtModify":1770981314855,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"title":"","htmlText":"下来就逐步建仓，2026年依旧看好贵金属上涨","listText":"下来就逐步建仓，2026年依旧看好贵金属上涨","text":"下来就逐步建仓，2026年依旧看好贵金属上涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532325282534848","isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532192804509152,"gmtCreate":1770950801572,"gmtModify":1770950803860,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"title":"","htmlText":"香港市场发新多，美股市场发得少，而且能中标的数量不多。","listText":"香港市场发新多，美股市场发得少，而且能中标的数量不多。","text":"香港市场发新多，美股市场发得少，而且能中标的数量不多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532192804509152","isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532192466384256,"gmtCreate":1770950690922,"gmtModify":1770951664300,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"title":"","htmlText":"特朗普的降息预期被鲍威尔给搅黄了，不铲除拌脚石是不行的，争取五月份降息，否则特朗普会坐阵美联储！","listText":"特朗普的降息预期被鲍威尔给搅黄了，不铲除拌脚石是不行的，争取五月份降息，否则特朗普会坐阵美联储！","text":"特朗普的降息预期被鲍威尔给搅黄了，不铲除拌脚石是不行的，争取五月份降息，否则特朗普会坐阵美联储！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/532192466384256","isVote":1,"tweetType":1,"viewCount":1201,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000193","authorId":"9000000000000193","name":"RaymondReed","avatar":"https://static.tigerbbs.com/68fefa8b6967baff5cacb26fda20e4e2","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000193","authorIdStr":"9000000000000193"},"content":"鲍威尔搅局太坑了，五月降息悬！","text":"鲍威尔搅局太坑了，五月降息悬！","html":"鲍威尔搅局太坑了，五月降息悬！"},{"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"content":"谢谢“双响炮”的点赞！","text":"谢谢“双响炮”的点赞！","html":"谢谢“双响炮”的点赞！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532198876571320,"gmtCreate":1770950486015,"gmtModify":1770950488904,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"金银的主升浪仍将继续，做多金银的想法不动摇，逢低逐步买进是手法。","listText":"金银的主升浪仍将继续，做多金银的想法不动摇，逢低逐步买进是手法。","text":"金银的主升浪仍将继续，做多金银的想法不动摇，逢低逐步买进是手法。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532198876571320","isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532167404950488,"gmtCreate":1770944569714,"gmtModify":1770944572763,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/MHG2605\">$微型铜2605(MHG2605)$ </a> 先捞一条再看看，后面是否还有机会","listText":"<a href=\"https://laohu8.com/FUT/MHG2605\">$微型铜2605(MHG2605)$ </a> 先捞一条再看看，后面是否还有机会","text":"$微型铜2605(MHG2605)$ 先捞一条再看看，后面是否还有机会","images":[{"img":"https://static.tigerbbs.com/31cff608ad220cbb509e58e314757624","width":"986","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532167404950488","isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":531651211923568,"gmtCreate":1770818626715,"gmtModify":1770818987777,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"title":"","htmlText":"降息有点难了，就看特朗普是否发飙","listText":"降息有点难了，就看特朗普是否发飙","text":"降息有点难了，就看特朗普是否发飙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531651211923568","repostId":"1169945141","repostType":4,"repost":{"id":"1169945141","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":1770816616,"share":"https://www.laohu8.com/m/news/1169945141?lang=zh_CN&edition=full","pubTime":"2026-02-11 21:30","market":"us","language":"zh","title":"美国1月非农就业增加13万人大超预期，失业率为4.3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1169945141","media":"老虎资讯综合","summary":"美国1月失业率录得4.3%","content":"<html><head></head><body><p><strong>美国1月非农就业人数增加13万人，预期增加7万人，前值由增加5万人修正为增加4.8万人。</strong></p><p><strong>美国1月失业率录得4.3%，略低于市场预期的4.4%，创2025年8月以来新低。</strong></p><p>美国1月平均每小时工资月率 0.4%，预期0.30%，前值由0.30%修正为0.1%。</p><p>美国劳工统计局：11月份非农新增就业人数从5.6万人修正至4.1万人；12月份非农新增就业人数从5.0万人修正至4.8万人。修正后，11月和12月新增就业人数合计较修正前低1.7万人。</p><p>经季节调整后，截至2025年3月的12个月期间非农就业总人数向下修正89.8万人，未经季节调整为向下修正86.2万人。</p><p><strong>交易员们完全定价美联储7月降息，此前预期为6月。</strong></p><p>数据公布后，美股三大指数期货直线拉升，现货黄金短线下挫。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/152d000bc2a0274ce9b9ae798f0cf025\" title=\"\" tg-width=\"699\" tg-height=\"441\"/></p><p><strong>数据解读：美国劳动力市场趋稳 或为美联储按兵不动留空间</strong></p><p>分析师Anstey评非农数据：1月份非农就业数据大幅增长，但需要注意的是，其中一部分可能是由于上一年数据向下修正所致。</p><p>“新美联储通讯社”Nick Timiraos：美国1月非农就业报告坐实了美联储将延长利率维持不变的“停滞期”。目前市场注意力已转向CPI（消费者价格指数）中“年初价格重置（Turn-of-the-year price resets）”的影响。</p><p>高盛资产管理公司分析师Kay Haigh表示，劳动力市场出现了一些重新收紧的初步迹象，但距离完全收紧还有一段路要走。鉴于经济持续表现超出预期，FOMC的关注点将转向通胀形势。<strong>我们仍然认为美联储今年还有两次降息空间；然而，周五公布的CPI若意外走高，可能会使美联储向鹰派方向倾斜。</strong></p><p>外媒评非农报告指出，美国1月非农就业增长加快，新增13万个就业岗位大超预期，失业率则降至4.3%，这是劳动力市场趋稳的信号，<strong>可能使美联储在政策制定者监测通胀之际，有空间在一段时间内维持利率不变。</strong>就业增长优于预期的部分原因在于，零售商和快递公司等季节性敏感行业去年雇用的假日工人少于往常。1月通常是假日相关裁员最集中的月份。鉴于季节性招聘低迷，裁员规模可能也相应缩小，从而提振了就业增长。尽管1月非农就业增加，但劳动力市场依然不温不火，即使在经济增长强劲的情况下也表现挣扎。对就业和高通胀的焦虑已削弱了美国民众对特朗普经济施政的满意度。</p><p>华尔街日报评非农报告指出，美国1月非农新增就业岗位13万个，远超市场预期，为经历了一年疲软增长的就业市场带来强劲开局。基于另一项独立调查得出的失业率从4.4%降至4.3%。美联储在1月底的上次会议中，连续三次降息后维持利率不变。主席鲍威尔将理由归结为经济增长更加强劲以及劳动力市场初现企稳迹象。数月以来，美国就业市场的显著特征是：企业推迟新员工招聘，但并未大规模裁员。这种局面使得应届毕业生更难找到立足之地，也让许多失业者陷入漫长且往往徒劳无功的求职过程。成本上升以及围绕特朗普总统不断变化的关税政策的不确定性，令企业在增聘员工方面犹豫不决。一些企业在探索人工智能能否承担更多任务之际，也暂缓了人员扩充。</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1月非农就业增加13万人大超预期，失业率为4.3%</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; 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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1月非农就业增加13万人大超预期，失业率为4.3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-02-11 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>美国1月非农就业人数增加13万人，预期增加7万人，前值由增加5万人修正为增加4.8万人。</strong></p><p><strong>美国1月失业率录得4.3%，略低于市场预期的4.4%，创2025年8月以来新低。</strong></p><p>美国1月平均每小时工资月率 0.4%，预期0.30%，前值由0.30%修正为0.1%。</p><p>美国劳工统计局：11月份非农新增就业人数从5.6万人修正至4.1万人；12月份非农新增就业人数从5.0万人修正至4.8万人。修正后，11月和12月新增就业人数合计较修正前低1.7万人。</p><p>经季节调整后，截至2025年3月的12个月期间非农就业总人数向下修正89.8万人，未经季节调整为向下修正86.2万人。</p><p><strong>交易员们完全定价美联储7月降息，此前预期为6月。</strong></p><p>数据公布后，美股三大指数期货直线拉升，现货黄金短线下挫。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/152d000bc2a0274ce9b9ae798f0cf025\" title=\"\" tg-width=\"699\" tg-height=\"441\"/></p><p><strong>数据解读：美国劳动力市场趋稳 或为美联储按兵不动留空间</strong></p><p>分析师Anstey评非农数据：1月份非农就业数据大幅增长，但需要注意的是，其中一部分可能是由于上一年数据向下修正所致。</p><p>“新美联储通讯社”Nick Timiraos：美国1月非农就业报告坐实了美联储将延长利率维持不变的“停滞期”。目前市场注意力已转向CPI（消费者价格指数）中“年初价格重置（Turn-of-the-year price resets）”的影响。</p><p>高盛资产管理公司分析师Kay Haigh表示，劳动力市场出现了一些重新收紧的初步迹象，但距离完全收紧还有一段路要走。鉴于经济持续表现超出预期，FOMC的关注点将转向通胀形势。<strong>我们仍然认为美联储今年还有两次降息空间；然而，周五公布的CPI若意外走高，可能会使美联储向鹰派方向倾斜。</strong></p><p>外媒评非农报告指出，美国1月非农就业增长加快，新增13万个就业岗位大超预期，失业率则降至4.3%，这是劳动力市场趋稳的信号，<strong>可能使美联储在政策制定者监测通胀之际，有空间在一段时间内维持利率不变。</strong>就业增长优于预期的部分原因在于，零售商和快递公司等季节性敏感行业去年雇用的假日工人少于往常。1月通常是假日相关裁员最集中的月份。鉴于季节性招聘低迷，裁员规模可能也相应缩小，从而提振了就业增长。尽管1月非农就业增加，但劳动力市场依然不温不火，即使在经济增长强劲的情况下也表现挣扎。对就业和高通胀的焦虑已削弱了美国民众对特朗普经济施政的满意度。</p><p>华尔街日报评非农报告指出，美国1月非农新增就业岗位13万个，远超市场预期，为经历了一年疲软增长的就业市场带来强劲开局。基于另一项独立调查得出的失业率从4.4%降至4.3%。美联储在1月底的上次会议中，连续三次降息后维持利率不变。主席鲍威尔将理由归结为经济增长更加强劲以及劳动力市场初现企稳迹象。数月以来，美国就业市场的显著特征是：企业推迟新员工招聘，但并未大规模裁员。这种局面使得应届毕业生更难找到立足之地，也让许多失业者陷入漫长且往往徒劳无功的求职过程。成本上升以及围绕特朗普总统不断变化的关税政策的不确定性，令企业在增聘员工方面犹豫不决。一些企业在探索人工智能能否承担更多任务之际，也暂缓了人员扩充。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f866f5d880ac7442ed06621cdcccdbfd","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169945141","content_text":"美国1月非农就业人数增加13万人，预期增加7万人，前值由增加5万人修正为增加4.8万人。美国1月失业率录得4.3%，略低于市场预期的4.4%，创2025年8月以来新低。美国1月平均每小时工资月率 0.4%，预期0.30%，前值由0.30%修正为0.1%。美国劳工统计局：11月份非农新增就业人数从5.6万人修正至4.1万人；12月份非农新增就业人数从5.0万人修正至4.8万人。修正后，11月和12月新增就业人数合计较修正前低1.7万人。经季节调整后，截至2025年3月的12个月期间非农就业总人数向下修正89.8万人，未经季节调整为向下修正86.2万人。交易员们完全定价美联储7月降息，此前预期为6月。数据公布后，美股三大指数期货直线拉升，现货黄金短线下挫。数据解读：美国劳动力市场趋稳 或为美联储按兵不动留空间分析师Anstey评非农数据：1月份非农就业数据大幅增长，但需要注意的是，其中一部分可能是由于上一年数据向下修正所致。“新美联储通讯社”Nick Timiraos：美国1月非农就业报告坐实了美联储将延长利率维持不变的“停滞期”。目前市场注意力已转向CPI（消费者价格指数）中“年初价格重置（Turn-of-the-year price resets）”的影响。高盛资产管理公司分析师Kay Haigh表示，劳动力市场出现了一些重新收紧的初步迹象，但距离完全收紧还有一段路要走。鉴于经济持续表现超出预期，FOMC的关注点将转向通胀形势。我们仍然认为美联储今年还有两次降息空间；然而，周五公布的CPI若意外走高，可能会使美联储向鹰派方向倾斜。外媒评非农报告指出，美国1月非农就业增长加快，新增13万个就业岗位大超预期，失业率则降至4.3%，这是劳动力市场趋稳的信号，可能使美联储在政策制定者监测通胀之际，有空间在一段时间内维持利率不变。就业增长优于预期的部分原因在于，零售商和快递公司等季节性敏感行业去年雇用的假日工人少于往常。1月通常是假日相关裁员最集中的月份。鉴于季节性招聘低迷，裁员规模可能也相应缩小，从而提振了就业增长。尽管1月非农就业增加，但劳动力市场依然不温不火，即使在经济增长强劲的情况下也表现挣扎。对就业和高通胀的焦虑已削弱了美国民众对特朗普经济施政的满意度。华尔街日报评非农报告指出，美国1月非农新增就业岗位13万个，远超市场预期，为经历了一年疲软增长的就业市场带来强劲开局。基于另一项独立调查得出的失业率从4.4%降至4.3%。美联储在1月底的上次会议中，连续三次降息后维持利率不变。主席鲍威尔将理由归结为经济增长更加强劲以及劳动力市场初现企稳迹象。数月以来，美国就业市场的显著特征是：企业推迟新员工招聘，但并未大规模裁员。这种局面使得应届毕业生更难找到立足之地，也让许多失业者陷入漫长且往往徒劳无功的求职过程。成本上升以及围绕特朗普总统不断变化的关税政策的不确定性，令企业在增聘员工方面犹豫不决。一些企业在探索人工智能能否承担更多任务之际，也暂缓了人员扩充。","news_type":1,"symbols_score_info":{"YMmain":1,"ESmain":1,"NQmain":1}},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531609401782480,"gmtCreate":1770808422025,"gmtModify":1770808434375,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"title":"","htmlText":"<a 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等了一天，总算捞到一条大点的黄花鱼","images":[{"img":"https://static.tigerbbs.com/5bab475103a6bc54fb730bfd121b7cc9","width":"986","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/531609401782480","isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569199766678800","authorId":"3569199766678800","name":"金语良言","avatar":"https://static.tigerbbs.com/00583ceffd911588b284af9653253568","crmLevel":8,"crmLevelSwitch":1,"idStr":"3569199766678800","authorIdStr":"3569199766678800"},"content":"你的铜主要干多还是干空，还是多空都干","text":"你的铜主要干多还是干空，还是多空都干","html":"你的铜主要干多还是干空，还是多空都干"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":531303336472888,"gmtCreate":1770733613177,"gmtModify":1770733616156,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/MHG2605\">$微型铜2605(MHG2605)$ </a> 等了一天了，现在终于上了，先出来再看","listText":"<a href=\"https://laohu8.com/FUT/MHG2605\">$微型铜2605(MHG2605)$ </a> 等了一天了，现在终于上了，先出来再看","text":"$微型铜2605(MHG2605)$ 等了一天了，现在终于上了，先出来再看","images":[{"img":"https://static.tigerbbs.com/0d8f0e6bb0a7f747e147ceb14f67c04a","width":"986","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531303336472888","isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":531287544074288,"gmtCreate":1770729842056,"gmtModify":1770729845326,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"title":"","htmlText":"市场上仍有中国、印度，每月都在大手笔购买黄金，黄金、白银仍将继续上升，是2026年上升的引领者","listText":"市场上仍有中国、印度，每月都在大手笔购买黄金，黄金、白银仍将继续上升，是2026年上升的引领者","text":"市场上仍有中国、印度，每月都在大手笔购买黄金，黄金、白银仍将继续上升，是2026年上升的引领者","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/531287544074288","isVote":1,"tweetType":1,"viewCount":1112,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000650","authorId":"9000000000000650","name":"ClarenceNehemiah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000650","authorIdStr":"9000000000000650"},"content":"金银稳了，2026年绝对起飞！","text":"金银稳了，2026年绝对起飞！","html":"金银稳了，2026年绝对起飞！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530760448804408,"gmtCreate":1770601151818,"gmtModify":1770601154335,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"title":"","htmlText":"<a 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先捞到一个看看","images":[{"img":"https://static.tigerbbs.com/308afd9cc100b9e05e28c7f9373a9618","width":"986","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530760448804408","isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":530258545320416,"gmtCreate":1770478537533,"gmtModify":1770509545962,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"title":"","htmlText":"一堆垃圾","listText":"一堆垃圾","text":"一堆垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530258545320416","repostId":"1168542941","repostType":4,"repost":{"id":"1168542941","kind":"news","pubTimestamp":1770444835,"share":"https://www.laohu8.com/m/news/1168542941?lang=zh_CN&edition=full","pubTime":"2026-02-07 14:13","market":"us","language":"zh","title":"发射100万颗卫星，马斯克要干什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1168542941","media":"中国新闻周刊","summary":"SpaceX向美国FCC申请发射最多100万颗卫星，计划构建覆盖全球的轨道数据中心网络，实现“大模型上天”，通过在轨算力直接处理数据，减轻地面数据中心压力并提高效率。近日，有SpaceX股东向媒体回应，合并已获董事会批准。当地时间2月4日，FCC宣布正式受理该申请，开始征集公众意见。100万颗卫星布满天空，必然遇到发电效率的问题。前述航天科普专家表示，马斯克需要寻找低成本、抗辐射、高效率的光","content":"<html><head></head><body><blockquote><p>SpaceX向美国FCC申请发射最多100万颗卫星，计划构建覆盖全球的轨道数据中心网络，实现“大模型上天”，通过在轨算力直接处理数据，减轻地面数据中心压力并提高效率。专家指出，太空算力具备长期高强度太阳能供电和快速数据交换优势，但仍面临发电效率、散热、辐射防护、硬件可靠性、空间碎片及成本等挑战。</p></blockquote><p style=\"text-align: justify;\">马斯克又开始“左手倒右手”了。</p><p style=\"text-align: justify;\">2月3日，美国太空探索技术公司（SpaceX）创始人埃隆·马斯克在社交平台X上宣布，其创办的人工智能公司xAI将被SpaceX收购，从而打造“全球最具雄心的创新引擎”。近日，有SpaceX股东向媒体回应，合并已获董事会批准。</p><p style=\"text-align: justify;\">显然，这不是一次简单的商业合并。就在1月30日，SpaceX向美国联邦通信委员会（FCC）提交申请，计划发射“一个拥有前所未有计算能力的卫星星座”，用于支持AI大模型的在轨应用。这一星座最多将包含100万颗卫星，形成覆盖全球的轨道数据中心网络。当地时间2月4日，FCC宣布正式受理该申请，开始征集公众意见。</p><p style=\"text-align: justify;\"><strong>马斯克真正想要布局的是一个全新的增长点：太空计算。太空计算是指将计算资源部署在太空，通过卫星等基础设施实现数据处理和智能决策。马斯克曾公开表示，全球地面AI基建白热化，地球终将承载不了大模型所需算力，算力上天是必然选择。那么，他眼中“永远阳光明媚”、能够提供无限能源的太空，真的能成为大模型的未来温床吗？</strong></p><h2 id=\"id_1193982802\">发电效率依然是挑战</h2><p style=\"text-align: justify;\">这不是马斯克第一次大张旗鼓地做资产重组了。去年3月，刚成立两年的xAI 收购了社交平台X，形成了社交媒体与模型算力的闭环。</p><p style=\"text-align: justify;\">xAI与SpaceX的合并意味着前者将拥有稳定的发射能力，而后者则可拿到长期的卫星发射订单，从而形成“火箭发射+太空算力+AI大模型”的完整闭环。据SpaceX发布的文件，马斯克此次申请的星座将直接捕获太阳能，通过能源转换系统为轨道上的数据中心供电，从而供养大模型这一“吃电大户”。</p><p style=\"text-align: justify;\">这一构想有着诸多吸引力。据英国巴克莱银行研究团队2025年公布的数据，美国目前已规划的大型数据中心项目总容量超过45吉瓦，2030年将超过200吉瓦，占美国总发电量的40%。而高轨太空数据中心可长时间使用高强度太阳能，不受大气影响，发电效率可达地面太阳能的5倍。</p><p style=\"text-align: justify;\">“目前公认的太空计算应用是‘天数天算’。”国内资深航天专家雨广向《中国新闻周刊》介绍，以遥感卫星为例，其传统的工作模式是把遥感数据，例如卫星拍摄的照片用无线电传回地面，再处理形成数据产品加以利用，即“天数地算”。大模型的训练和推理都在地面，意味着大量算力仍部署在智算中心等核心枢纽。如果大模型能上天，这些数据能直接在太空被处理和分析，地面仅接收分析后的结果，就能解放地面设备占地。</p><p style=\"text-align: justify;\">这一应用前景国内外已成共识。在今年1月举办的“星算·智联”太空算力研讨会上，中国信息通信研究院总工程师何宝宏指出，打造太空算力体系，不仅能有效缓解星际数据的传输压力，提升遥感、通信、导航等空间信息服务的时效性，也有助于破解超大规模算力集群面临的能源供给等多重制约。</p><p style=\"text-align: justify;\">“天数天算”的核心优势是效率。雨广认为，大模型需要与数据库或其他大模型进行海量数据交换，若能与低轨的天基互联网卫星联网，通过微波或激光链路通信，其数据交换速度不逊于地面光纤网络。但同时，要实现数据全球覆盖，算力星座应是一个均匀的星座，不太可能都在同一轨道面上。</p><p style=\"text-align: justify;\">SpaceX此次申请并未公布太多技术细节，如卫星尺寸、质量等。其构想星座将在距地面500—2000公里的轨道范围内运行，轨道倾角30度，每个轨道层的高度跨度可达50公里，卫星之间采用激光通信。</p><p style=\"text-align: justify;\">100万颗卫星布满天空，必然遇到发电效率的问题。雨广指出，算力卫星理论上最适合的轨道——晨昏轨道，是一种特殊的太阳同步轨道，典型高度为距地面700—800公里。晨昏轨道卫星的轨道面与地球晨昏面大抵重合，使得卫星几乎一直能受到太阳照射。这一轨道上已有不少气象、科研卫星。而在其他轨道，卫星都会有一段时间进入地球阴影区。</p><p style=\"text-align: justify;\">显然，晨昏轨道只有一个轨道面，无法满足所有算力卫星的布设。“最坏的情况是，卫星在40%的运行时间里被地球遮蔽，无法通过太阳能发电，只能依靠配套的蓄电池，这会大大增加部署成本。就算SpaceX的可复用火箭‘星舰’今年实现了有效载荷上天，天上发电的成本依然显著高于地面。”雨广说。</p><p style=\"text-align: justify;\">此外，参考国际空间站，其拥有全球最大的太阳能帆板，总面积3000多平方米，相当于两个足球场大，最大发电功率约160千瓦。但雨广认为，以每平方米太阳能板的发电功率计算，要达到马斯克规划的吉瓦级别功率，太阳能板的总面积将以平方公里计，这对于材料和工程设计都是极大挑战。</p><h2 id=\"id_3263435524\">“账还算不过来”</h2><p style=\"text-align: justify;\">毋庸置疑的是，当前国内外企业都在加速推进太空计算的工程化落地。</p><p style=\"text-align: justify;\">去年11月，美国轨道数据中心初创企业Starcloud发射的Starcloud-1卫星成功运行了英伟达H100芯片，首次完成了大模型的在轨训练和推理任务。几乎同时，谷歌宣布启动“捕日者计划”，拟于2027年发射搭载自研大模型训练芯片的太阳能卫星。前述申请中，马斯克提出五年内实现“太空AI训练成本最低”的愿景，并规划每年部署100吉瓦的算力。</p><p style=\"text-align: justify;\">国内也有相应探索。去年5月，随着首批12颗计算卫星发射入轨，由浙江之江实验室牵头的“三体计算星座”正式进入组网阶段。该项目计划2030年建成，包含1000颗卫星，覆盖全球网络，是国内首个整轨互联的太空计算星座。据了解，“三体计算星座”将广泛应用于城市治理、应急救灾、环境监测等领域，在轨计算可将数据处理时间缩短至秒级。 </p><p style=\"text-align: justify;\">相比之下，对于“地数天算”这一更长远的应用，部分业内人士还持保留态度，因为人类社会绝大多数数据仍来源于地面，“地数天算”意味着将引入更大规模、更密集的在轨器件。北京星辰未来空间技术研究院院长张善从在前述太空算力研讨会上表示，太空算力仍面临安全等方面的挑战，包括辐射防护与硬件可靠性、空间碎片与自主避碰等。这依赖于关键技术突破，如超大规模姿轨协同控制、抗辐照芯片加固等。</p><p style=\"text-align: justify;\">雨广指出，大规模在轨器件受宇宙辐射的影响很大，芯片上天之后，高能粒子穿透芯片造成数据错误，使得大模型本身出错的概率提高，器件也更容易损坏。如果训练中途出错，整个训练过程可能都需要重来。即使只用于推理，一个频繁出错的商用大模型，也无法保证用户体验。</p><p style=\"text-align: justify;\">若加入防护和纠错设备，又将引入额外成本。有航天科普专家向《中国新闻周刊》表示，马斯克布局太空算力的野心，很大程度上来源于“星舰”提供的运力底气。SpaceX计划今年实现“星舰”的完全可重复使用，使太空进入成本骤降99%，每磅有效载荷的成本可降至100美元以下。SpaceX为“星链”项目申请了4.2万颗卫星许可，目前部署超9600颗，且仍在扩展。国内可重复使用运载火箭技术尚处于验证阶段，单次搭载卫星数量有限，“账还算不过来”。</p><p style=\"text-align: justify;\">散热也是个大问题。雨广指出，地面可以用水和空气等介质，靠对流散热把热量带走。而宇宙空间只有辐射散热一种散热形式，这意味着算力卫星可能需要非常大的散热板，同时不断调整姿态，一边获取太阳能，一边朝背对太阳的方向散热。</p><p style=\"text-align: justify;\">显然，马斯克也意识到了这些问题。<strong>据多家媒体报道，马斯克团队近期走访了中国多家光伏企业，考察设备、硅片、电池组件等全产业链环节。这次考察并非一时兴起。前述航天科普专家表示，马斯克需要寻找低成本、抗辐射、高效率的光伏组件，以支持其太空算力战略。</strong></p><p style=\"text-align: justify;\">雨广指出，即使有诸多困难和争议，算力上天仍是未来趋势。FCC对SpaceX本次申请的态度将持续牵动业内神经。而马斯克本人似乎信心满满，他在X推文的最后引用的“Ad Astra”，源于一句拉丁文格言“Per aspera, ad astra”，意为“循此苦旅，以抵繁星”。</p></body></html>","source":"inewsweek","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发射100万颗卫星，马斯克要干什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-07 14:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/zwl9ScSQ6sPIiU-6dAnSRw><strong>中国新闻周刊</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SpaceX向美国FCC申请发射最多100万颗卫星，计划构建覆盖全球的轨道数据中心网络，实现“大模型上天”，通过在轨算力直接处理数据，减轻地面数据中心压力并提高效率。专家指出，太空算力具备长期高强度太阳能供电和快速数据交换优势，但仍面临发电效率、散热、辐射防护、硬件可靠性、空间碎片及成本等挑战。马斯克又开始“左手倒右手”了。2月3日，美国太空探索技术公司（SpaceX）创始人埃隆·马斯克在社交平台...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/zwl9ScSQ6sPIiU-6dAnSRw\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a22c2a7d7712e053c817fe8a7d09630","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/zwl9ScSQ6sPIiU-6dAnSRw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168542941","content_text":"SpaceX向美国FCC申请发射最多100万颗卫星，计划构建覆盖全球的轨道数据中心网络，实现“大模型上天”，通过在轨算力直接处理数据，减轻地面数据中心压力并提高效率。专家指出，太空算力具备长期高强度太阳能供电和快速数据交换优势，但仍面临发电效率、散热、辐射防护、硬件可靠性、空间碎片及成本等挑战。马斯克又开始“左手倒右手”了。2月3日，美国太空探索技术公司（SpaceX）创始人埃隆·马斯克在社交平台X上宣布，其创办的人工智能公司xAI将被SpaceX收购，从而打造“全球最具雄心的创新引擎”。近日，有SpaceX股东向媒体回应，合并已获董事会批准。显然，这不是一次简单的商业合并。就在1月30日，SpaceX向美国联邦通信委员会（FCC）提交申请，计划发射“一个拥有前所未有计算能力的卫星星座”，用于支持AI大模型的在轨应用。这一星座最多将包含100万颗卫星，形成覆盖全球的轨道数据中心网络。当地时间2月4日，FCC宣布正式受理该申请，开始征集公众意见。马斯克真正想要布局的是一个全新的增长点：太空计算。太空计算是指将计算资源部署在太空，通过卫星等基础设施实现数据处理和智能决策。马斯克曾公开表示，全球地面AI基建白热化，地球终将承载不了大模型所需算力，算力上天是必然选择。那么，他眼中“永远阳光明媚”、能够提供无限能源的太空，真的能成为大模型的未来温床吗？发电效率依然是挑战这不是马斯克第一次大张旗鼓地做资产重组了。去年3月，刚成立两年的xAI 收购了社交平台X，形成了社交媒体与模型算力的闭环。xAI与SpaceX的合并意味着前者将拥有稳定的发射能力，而后者则可拿到长期的卫星发射订单，从而形成“火箭发射+太空算力+AI大模型”的完整闭环。据SpaceX发布的文件，马斯克此次申请的星座将直接捕获太阳能，通过能源转换系统为轨道上的数据中心供电，从而供养大模型这一“吃电大户”。这一构想有着诸多吸引力。据英国巴克莱银行研究团队2025年公布的数据，美国目前已规划的大型数据中心项目总容量超过45吉瓦，2030年将超过200吉瓦，占美国总发电量的40%。而高轨太空数据中心可长时间使用高强度太阳能，不受大气影响，发电效率可达地面太阳能的5倍。“目前公认的太空计算应用是‘天数天算’。”国内资深航天专家雨广向《中国新闻周刊》介绍，以遥感卫星为例，其传统的工作模式是把遥感数据，例如卫星拍摄的照片用无线电传回地面，再处理形成数据产品加以利用，即“天数地算”。大模型的训练和推理都在地面，意味着大量算力仍部署在智算中心等核心枢纽。如果大模型能上天，这些数据能直接在太空被处理和分析，地面仅接收分析后的结果，就能解放地面设备占地。这一应用前景国内外已成共识。在今年1月举办的“星算·智联”太空算力研讨会上，中国信息通信研究院总工程师何宝宏指出，打造太空算力体系，不仅能有效缓解星际数据的传输压力，提升遥感、通信、导航等空间信息服务的时效性，也有助于破解超大规模算力集群面临的能源供给等多重制约。“天数天算”的核心优势是效率。雨广认为，大模型需要与数据库或其他大模型进行海量数据交换，若能与低轨的天基互联网卫星联网，通过微波或激光链路通信，其数据交换速度不逊于地面光纤网络。但同时，要实现数据全球覆盖，算力星座应是一个均匀的星座，不太可能都在同一轨道面上。SpaceX此次申请并未公布太多技术细节，如卫星尺寸、质量等。其构想星座将在距地面500—2000公里的轨道范围内运行，轨道倾角30度，每个轨道层的高度跨度可达50公里，卫星之间采用激光通信。100万颗卫星布满天空，必然遇到发电效率的问题。雨广指出，算力卫星理论上最适合的轨道——晨昏轨道，是一种特殊的太阳同步轨道，典型高度为距地面700—800公里。晨昏轨道卫星的轨道面与地球晨昏面大抵重合，使得卫星几乎一直能受到太阳照射。这一轨道上已有不少气象、科研卫星。而在其他轨道，卫星都会有一段时间进入地球阴影区。显然，晨昏轨道只有一个轨道面，无法满足所有算力卫星的布设。“最坏的情况是，卫星在40%的运行时间里被地球遮蔽，无法通过太阳能发电，只能依靠配套的蓄电池，这会大大增加部署成本。就算SpaceX的可复用火箭‘星舰’今年实现了有效载荷上天，天上发电的成本依然显著高于地面。”雨广说。此外，参考国际空间站，其拥有全球最大的太阳能帆板，总面积3000多平方米，相当于两个足球场大，最大发电功率约160千瓦。但雨广认为，以每平方米太阳能板的发电功率计算，要达到马斯克规划的吉瓦级别功率，太阳能板的总面积将以平方公里计，这对于材料和工程设计都是极大挑战。“账还算不过来”毋庸置疑的是，当前国内外企业都在加速推进太空计算的工程化落地。去年11月，美国轨道数据中心初创企业Starcloud发射的Starcloud-1卫星成功运行了英伟达H100芯片，首次完成了大模型的在轨训练和推理任务。几乎同时，谷歌宣布启动“捕日者计划”，拟于2027年发射搭载自研大模型训练芯片的太阳能卫星。前述申请中，马斯克提出五年内实现“太空AI训练成本最低”的愿景，并规划每年部署100吉瓦的算力。国内也有相应探索。去年5月，随着首批12颗计算卫星发射入轨，由浙江之江实验室牵头的“三体计算星座”正式进入组网阶段。该项目计划2030年建成，包含1000颗卫星，覆盖全球网络，是国内首个整轨互联的太空计算星座。据了解，“三体计算星座”将广泛应用于城市治理、应急救灾、环境监测等领域，在轨计算可将数据处理时间缩短至秒级。 相比之下，对于“地数天算”这一更长远的应用，部分业内人士还持保留态度，因为人类社会绝大多数数据仍来源于地面，“地数天算”意味着将引入更大规模、更密集的在轨器件。北京星辰未来空间技术研究院院长张善从在前述太空算力研讨会上表示，太空算力仍面临安全等方面的挑战，包括辐射防护与硬件可靠性、空间碎片与自主避碰等。这依赖于关键技术突破，如超大规模姿轨协同控制、抗辐照芯片加固等。雨广指出，大规模在轨器件受宇宙辐射的影响很大，芯片上天之后，高能粒子穿透芯片造成数据错误，使得大模型本身出错的概率提高，器件也更容易损坏。如果训练中途出错，整个训练过程可能都需要重来。即使只用于推理，一个频繁出错的商用大模型，也无法保证用户体验。若加入防护和纠错设备，又将引入额外成本。有航天科普专家向《中国新闻周刊》表示，马斯克布局太空算力的野心，很大程度上来源于“星舰”提供的运力底气。SpaceX计划今年实现“星舰”的完全可重复使用，使太空进入成本骤降99%，每磅有效载荷的成本可降至100美元以下。SpaceX为“星链”项目申请了4.2万颗卫星许可，目前部署超9600颗，且仍在扩展。国内可重复使用运载火箭技术尚处于验证阶段，单次搭载卫星数量有限，“账还算不过来”。散热也是个大问题。雨广指出，地面可以用水和空气等介质，靠对流散热把热量带走。而宇宙空间只有辐射散热一种散热形式，这意味着算力卫星可能需要非常大的散热板，同时不断调整姿态，一边获取太阳能，一边朝背对太阳的方向散热。显然，马斯克也意识到了这些问题。据多家媒体报道，马斯克团队近期走访了中国多家光伏企业，考察设备、硅片、电池组件等全产业链环节。这次考察并非一时兴起。前述航天科普专家表示，马斯克需要寻找低成本、抗辐射、高效率的光伏组件，以支持其太空算力战略。雨广指出，即使有诸多困难和争议，算力上天仍是未来趋势。FCC对SpaceX本次申请的态度将持续牵动业内神经。而马斯克本人似乎信心满满，他在X推文的最后引用的“Ad 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拔根小草","images":[{"img":"https://static.tigerbbs.com/010abe760ed9fdfd4191f0c641da3e39","width":"986","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/521909507548488","isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"南宁期货交易员","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3503690422459425","idStr":"3503690422459425"},"content":"我认为铜还会涨，短期回调而已，也许我是错的，但我跟踪趋势做就对了","text":"我认为铜还会涨，短期回调而已，也许我是错的，但我跟踪趋势做就对了","html":"我认为铜还会涨，短期回调而已，也许我是错的，但我跟踪趋势做就对了"},{"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"南宁期货交易员","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3503690422459425","idStr":"3503690422459425"},"content":"你这是做空？","text":"你这是做空？","html":"你这是做空？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":484128835605200,"gmtCreate":1759224307847,"gmtModify":1759224319763,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"themes":[],"htmlText":"<a 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又捞到一条小黄鱼","images":[{"img":"https://static.tigerbbs.com/b215e9fac24d69f19a56aff8080ddd3a","width":"986","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/484128835605200","isVote":1,"tweetType":1,"viewCount":1547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":514359113220720,"gmtCreate":1766551583255,"gmtModify":1766551585693,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"themes":[],"title":"","htmlText":"小米车子的负面新闻实在是太多了，还是多看几年再考虑小米的车吧","listText":"小米车子的负面新闻实在是太多了，还是多看几年再考虑小米的车吧","text":"小米车子的负面新闻实在是太多了，还是多看几年再考虑小米的车吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/514359113220720","isVote":1,"tweetType":1,"viewCount":2431,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3540174187266228","authorId":"3540174187266228","name":"林家三少","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3540174187266228","idStr":"3540174187266228"},"content":"有钱人无所谓，换车成本不高！普通人还是算了吧，等小米经过长期的市场考验吧！再则小米挺low的，又不是高端品牌，想不通大量普通人会冒险付钱信任？","text":"有钱人无所谓，换车成本不高！普通人还是算了吧，等小米经过长期的市场考验吧！再则小米挺low的，又不是高端品牌，想不通大量普通人会冒险付钱信任？","html":"有钱人无所谓，换车成本不高！普通人还是算了吧，等小米经过长期的市场考验吧！再则小米挺low的，又不是高端品牌，想不通大量普通人会冒险付钱信任？"},{"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"浪潮上的小舢板","avatar":"https://static.tigerbbs.com/e96cbf9c80a9100b3ffffc80c96d8329","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3464650551454893","idStr":"3464650551454893"},"content":"你就是那种属于被带节奏的人。","text":"你就是那种属于被带节奏的人。","html":"你就是那种属于被带节奏的人。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513641583629424,"gmtCreate":1766446317630,"gmtModify":1766446320694,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"themes":[],"htmlText":"白银现在是天天创新高，黄金昨天也创新高了，暂时看不到回调迹象","listText":"白银现在是天天创新高，黄金昨天也创新高了，暂时看不到回调迹象","text":"白银现在是天天创新高，黄金昨天也创新高了，暂时看不到回调迹象","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/513641583629424","isVote":1,"tweetType":1,"viewCount":1400,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"content":"只做空了1盎司黄金，白银不敢碰，知道他们会跳水，但诱多时不敢做空白银，胆子太小了。 [捂脸]","text":"只做空了1盎司黄金，白银不敢碰，知道他们会跳水，但诱多时不敢做空白银，胆子太小了。 [捂脸]","html":"只做空了1盎司黄金，白银不敢碰，知道他们会跳水，但诱多时不敢做空白银，胆子太小了。 [捂脸]"},{"author":{"id":"9000000000000455","authorId":"9000000000000455","name":"NicoleBryce","avatar":"https://static.tigerbbs.com/940cd66d167372f7f8c87af79e053e34","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000455","idStr":"9000000000000455"},"content":"白银黄金齐飞，这波势头太猛了！","text":"白银黄金齐飞，这波势头太猛了！","html":"白银黄金齐飞，这波势头太猛了！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466866991317256,"gmtCreate":1754998184435,"gmtModify":1754998186537,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"themes":[],"htmlText":"许家印被抓已经几年了，恒大的股票还不进行清算，纳闷！","listText":"许家印被抓已经几年了，恒大的股票还不进行清算，纳闷！","text":"许家印被抓已经几年了，恒大的股票还不进行清算，纳闷！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/466866991317256","repostId":"1181187088","repostType":4,"repost":{"id":"1181187088","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":1754997775,"share":"https://www.laohu8.com/m/news/1181187088?lang=zh_CN&edition=full","pubTime":"2025-08-12 19:22","market":"hk","language":"zh","title":"中国恒大：将于8月25日上午9时起取消上市地位","url":"https://stock-news.laohu8.com/highlight/detail?id=1181187088","media":"老虎资讯综合","summary":"清盘人将继续有序地保全及变现集团资产。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/03333\">中国恒大</a> 在港交所公告，于2025年8月8日，本公司收到联交所发出的信函，表示基于本公司未能满足联交所对其施加的复牌指引中的任何要求，且股份一直暂停买卖并未于2025年7月28日之前恢复买卖，联交所的上市委员会根据上市规则第6.01A条已决定取消本公司的上市地位。<strong>股份上市的最后一天为2025年8月22日，并将于2025年8月25日上午九时起取消股份上市地位。</strong>本公司无意就上市委员会作出取消上市地位的决定申请复核。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/553d1f90d53a8a84ff4566bc5a49ce11\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>“靴子终将落地，对于中国恒大被除牌退市，市场上普遍具有心理预期，可以说是一个必然结果。”一位熟悉香港上市规则的业内专家介绍说，根据香港《上市规则》中“快速除牌”机制规定，若主板公司的证券连续停牌18个月，香港联交所可取消有关公司的上市地位。上市公司须在停牌后18个月内满足复牌指引要求，方可向香港联交所申请恢复股票交易。</p><p>中国恒大自2024年1月29日被香港高等法院颁令清盘起停牌，复牌期限已于2025年7月28日届满，由于无法满足复牌指引要求的条件，最终被除牌无可避免。</p><p>上述专家分析指出，可以看到，这些年香港资本市场正呈现加速新陈代谢的特征，数据显示，2018年至2025年6月底，香港主板上市公司中强制除牌的数量累计达167家，其中2022年至2024年平均每年有30多家，今年上半年有10家。将一些不再符合上市条件的公司及时清理出市场，有利于港股市场的健康发展。</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>中国恒大：将于8月25日上午9时起取消上市地位</title>\n<style 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href=\"https://laohu8.com/S/03333\">中国恒大</a> 在港交所公告，于2025年8月8日，本公司收到联交所发出的信函，表示基于本公司未能满足联交所对其施加的复牌指引中的任何要求，且股份一直暂停买卖并未于2025年7月28日之前恢复买卖，联交所的上市委员会根据上市规则第6.01A条已决定取消本公司的上市地位。<strong>股份上市的最后一天为2025年8月22日，并将于2025年8月25日上午九时起取消股份上市地位。</strong>本公司无意就上市委员会作出取消上市地位的决定申请复核。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/553d1f90d53a8a84ff4566bc5a49ce11\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>“靴子终将落地，对于中国恒大被除牌退市，市场上普遍具有心理预期，可以说是一个必然结果。”一位熟悉香港上市规则的业内专家介绍说，根据香港《上市规则》中“快速除牌”机制规定，若主板公司的证券连续停牌18个月，香港联交所可取消有关公司的上市地位。上市公司须在停牌后18个月内满足复牌指引要求，方可向香港联交所申请恢复股票交易。</p><p>中国恒大自2024年1月29日被香港高等法院颁令清盘起停牌，复牌期限已于2025年7月28日届满，由于无法满足复牌指引要求的条件，最终被除牌无可避免。</p><p>上述专家分析指出，可以看到，这些年香港资本市场正呈现加速新陈代谢的特征，数据显示，2018年至2025年6月底，香港主板上市公司中强制除牌的数量累计达167家，其中2022年至2024年平均每年有30多家，今年上半年有10家。将一些不再符合上市条件的公司及时清理出市场，有利于港股市场的健康发展。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c6fcdaee085f89a043698b2126b966fe","relate_stocks":{"03333":"中国恒大"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181187088","content_text":"中国恒大 在港交所公告，于2025年8月8日，本公司收到联交所发出的信函，表示基于本公司未能满足联交所对其施加的复牌指引中的任何要求，且股份一直暂停买卖并未于2025年7月28日之前恢复买卖，联交所的上市委员会根据上市规则第6.01A条已决定取消本公司的上市地位。股份上市的最后一天为2025年8月22日，并将于2025年8月25日上午九时起取消股份上市地位。本公司无意就上市委员会作出取消上市地位的决定申请复核。“靴子终将落地，对于中国恒大被除牌退市，市场上普遍具有心理预期，可以说是一个必然结果。”一位熟悉香港上市规则的业内专家介绍说，根据香港《上市规则》中“快速除牌”机制规定，若主板公司的证券连续停牌18个月，香港联交所可取消有关公司的上市地位。上市公司须在停牌后18个月内满足复牌指引要求，方可向香港联交所申请恢复股票交易。中国恒大自2024年1月29日被香港高等法院颁令清盘起停牌，复牌期限已于2025年7月28日届满，由于无法满足复牌指引要求的条件，最终被除牌无可避免。上述专家分析指出，可以看到，这些年香港资本市场正呈现加速新陈代谢的特征，数据显示，2018年至2025年6月底，香港主板上市公司中强制除牌的数量累计达167家，其中2022年至2024年平均每年有30多家，今年上半年有10家。将一些不再符合上市条件的公司及时清理出市场，有利于港股市场的健康发展。","news_type":1,"symbols_score_info":{"EGRNY":1.1,"03333":1.1}},"isVote":1,"tweetType":1,"viewCount":3466,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3552440683822699","authorId":"3552440683822699","name":"棟燊","avatar":"https://static.tigerbbs.com/f58afb513db78cfcf7a7d85d3df34cc5","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3552440683822699","idStr":"3552440683822699"},"content":"那原来买了中国恒大股票的，现在怎么处理呢？","text":"那原来买了中国恒大股票的，现在怎么处理呢？","html":"那原来买了中国恒大股票的，现在怎么处理呢？"},{"author":{"id":"307941910291466","authorId":"307941910291466","name":"超级主力","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"307941910291466","idStr":"307941910291466"},"content":"加印的影响无论钱还是人都是核弹级的 [龇牙]","text":"加印的影响无论钱还是人都是核弹级的 [龇牙]","html":"加印的影响无论钱还是人都是核弹级的 [龇牙]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509261705392360,"gmtCreate":1765364036800,"gmtModify":1765364039065,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/SILmain\">$微白银主连 2603(SILmain)$&nbsp;</a> 明天就是降息日了，估计还会再上冲一波，准备做空！","listText":"<a href=\"https://laohu8.com/FUT/SILmain\">$微白银主连 2603(SILmain)$&nbsp;</a> 明天就是降息日了，估计还会再上冲一波，准备做空！","text":"$微白银主连 2603(SILmain)$ 明天就是降息日了，估计还会再上冲一波，准备做空！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/509261705392360","isVote":1,"tweetType":1,"viewCount":1182,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000525","authorId":"9000000000000525","name":"JuliusGoldsmith","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000525","idStr":"9000000000000525"},"content":"空头大军+1，坐等大瀑布！","text":"空头大军+1，坐等大瀑布！","html":"空头大军+1，坐等大瀑布！"},{"author":{"id":"3576321177589538","authorId":"3576321177589538","name":"博諺國際控股","avatar":"https://static.tigerbbs.com/83f2570c212c3478418731d5e5f32d87","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3576321177589538","idStr":"3576321177589538"},"content":"明天的那波今天消化了","text":"明天的那波今天消化了","html":"明天的那波今天消化了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":401751379071416,"gmtCreate":1739091286691,"gmtModify":1739093661198,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131409357956500","idStr":"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":3220,"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,"authorIdStr":"3559329655819166","idStr":"3559329655819166"},"content":"？ 那你上杠杆做多","text":"？ 那你上杠杆做多","html":"？ 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