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mgdn
43 minutes ago
$WTI原油主连 2609(CLmain)$
红海危机四伏!
mgdn
15:25
胡塞武装称击中沙特油轮!
美国、伊朗和阿曼正接近达成重开霍尔木兹海峡的临时协议,美国计划于周三宣布此事
mgdn
15:25
$WTI原油主连 2609(CLmain)$
胡塞武装称击中沙特油轮!
mgdn
07-31
美国国企?
[开心]
[贱笑]
衰落?
特朗普政府将6家芯片企业纳入政府持股清单,目前政府参股企业总数已达30家
mgdn
07-08
$微白银主连 2609(SILmain)$
还有一个,中国现在星链数量远远不够,必然跟进此项计划,白银缺口将进一步增加
mgdn
07-08
$白银主连 2609(SImain)$
还有一个,中国现在星链数量远远不够,必然跟进此项计划,白银缺口将进一步增加
mgdn
07-08
$白银主连 2609(SImain)$
光伏用银的性能还是比铜更强,用铜会导致光伏产品使用寿命缩短,设备成本增加,得不偿失,再者太空光伏必须用银。 光伏行业用“铜”替代“银”,本质上是在用使用寿命”去换取“眼下的成本下降”。一旦未来因为铜的衰减导致电站后半期的发电量暴跌,当初省下的那点银浆钱,可能在发电量损失面前不值一提。
mgdn
07-08
$白银主连 2609(SImain)$
最新消息,SpaceX向FCC申请部署由10万颗卫星组成的第三代(Gen3)卫星星座,运行轨道高度分别为323至327.5公里及473至477.5公里。 这是会产生巨大的增量需求,并且很可能会对白银的工业和金融属性造成显著影响。 核心应用场景(用银大户): · 光伏银浆(最大头):太空中的卫星完全依赖太阳能电池板供电。航天级多结砷化镓电池的正反面都需要大量使用银导电浆料。以一颗大功率通信卫星为例,需要用到数百克到上千克的银(太空光伏不可以用铜)。 · 高频通信(W/D频段):使用 92GHz 至 275GHz 的极高频频段。在这种频率下,信号“趋肤效应”极强,导线的内层导电意义减弱,极需要高导电性的银镀层用于射频连接器、天线馈线和波导,以确保极低延迟和信号完整性。 · AI算力单元散热与互连:大量AI计算单元在太空中运行,功耗极高。高性能的银基导热界面材料(TIM)和银基焊膏是保证芯片长期稳定可靠运行的核心材料。 ……
mgdn
07-08
$微白银主连 2609(SILmain)$
最新消息,SpaceX向FCC申请部署由10万颗卫星组成的第三代(Gen3)卫星星座,运行轨道高度分别为323至327.5公里及473至477.5公里。 这是会产生巨大的增量需求,并且很可能会对白银的工业和金融属性造成显著影响。 核心应用场景(用银大户): · 光伏银浆(最大头):太空中的卫星完全依赖太阳能电池板供电。航天级多结砷化镓电池的正反面都需要大量使用银导电浆料。以一颗大功率通信卫星为例,需要用到数百克到上千克的银(太空光伏不可以用铜)。 · 高频通信(W/D频段):使用 92GHz 至 275GHz 的极高频频段。在这种频率下,信号“趋肤效应”极强,导线的内层导电意义减弱,极需要高导电性的银镀层用于射频连接器、天线馈线和波导,以确保极低延迟和信号完整性。 · AI算力单元散热与互连:大量AI计算单元在太空中运行,功耗极高。高性能的银基导热界面材料(TIM)和银基焊膏是保证芯片长期稳定可靠运行的核心材料。 ……
mgdn
07-08
$微白银主连 2609(SILmain)$
银就是大国战略储备,随着其高端工业属性上升,哪个国家都不嫌多
mgdn
07-08
$白银主连 2609(SImain)$
银就是大国战略储备,随着其高端工业属性上升,哪个国家都不嫌多
mgdn
07-08
$100盎司白银主连 2609(SICmain)$
行业想用“铜”替代“银”,本质上是在用“潜在的寿命风险”去换取“眼下的成本下降”。一旦未来因为铜的衰减导致电站后半期的发电量暴跌,当初省下的那点银浆钱,可能在发电量损失面前不值一提。
mgdn
07-08
$微白银主连 2609(SILmain)$
行业想用“铜”替代“银”,本质上是在用“潜在的寿命风险”去换取“眼下的成本下降”。一旦未来因为铜的衰减导致电站后半期的发电量暴跌,当初省下的那点银浆钱,可能在发电量损失面前不值一提。
mgdn
07-08
$微黄金主连 2608(MGCmain)$
行业想用“铜”替代“银”,本质上是在用“潜在的寿命风险”去换取“眼下的成本下降”。一旦未来因为铜的衰减导致电站后半期的发电量暴跌,当初省下的那点银浆钱,可能在发电量损失面前不值一提。
mgdn
07-08
$黄金主连 2608(GCmain)$
行业想用“铜”替代“银”,本质上是在用“潜在的寿命风险”去换取“眼下的成本下降”。一旦未来因为铜的衰减导致电站后半期的发电量暴跌,当初省下的那点银浆钱,可能在发电量损失面前不值一提。
mgdn
07-08
$白银主连 2609(SImain)$
行业想用“铜”替代“银”,本质上是在用“潜在的寿命风险”去换取“眼下的成本下降”。一旦未来因为铜的衰减导致电站后半期的发电量暴跌,当初省下的那点银浆钱,可能在发电量损失面前不值一提。
mgdn
07-08
$1盎司黄金主连 2608(1OZmain)$
光伏用银的性能还是比铜更强,用铜会导致使用寿命缩短,设备成本增加,得不偿失,再者太空光伏必须用银。
mgdn
07-08
$黄金主连 2608(GCmain)$
光伏用银的性能还是比铜更强,用铜会导致使用寿命缩短,设备成本增加,得不偿失,再者太空光伏必须用银。
mgdn
07-08
这篇文章不错,转发给大家看看
@mgdn:
$微白银主连 2609(SILmain)$
光伏用银的性能还是比铜更强,用铜会导致使用寿命缩短,设备成本增加,得不偿失,再者太空光伏必须用银。
mgdn
07-08
$100盎司白银主连 2609(SICmain)$
光伏用银的性能还是比铜更强,用铜会导致使用寿命缩短,设备成本增加,得不偿失,再者太空光伏必须用银。
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href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2609(CLmain)$ </a> 红海危机四伏!","listText":"<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2609(CLmain)$ </a> 红海危机四伏!","text":"$WTI原油主连 2609(CLmain)$ 红海危机四伏!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593509777666576","isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593502405550224,"gmtCreate":1785914749228,"gmtModify":1785914751098,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4151362569926120","idStr":"4151362569926120"},"themes":[],"title":"","htmlText":"胡塞武装称击中沙特油轮!","listText":"胡塞武装称击中沙特油轮!","text":"胡塞武装称击中沙特油轮!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593502405550224","repostId":"1156159152","repostType":2,"repost":{"id":"1156159152","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":1785895917,"share":"https://www.laohu8.com/m/news/1156159152?lang=zh_CN&edition=full","pubTime":"2026-08-05 10:11","market":"us","language":"zh","title":"美国、伊朗和阿曼正接近达成重开霍尔木兹海峡的临时协议,美国计划于周三宣布此事","url":"https://stock-news.laohu8.com/highlight/detail?id=1156159152","media":"老虎资讯综合","summary":"据AXIOS,美国接近就霍尔木兹海峡达成协议,目标是在周三宣布。据两名地区消息人士和一名美国官员称,美国、伊朗和阿曼正接近达成一项临时协议,以重新开放霍尔木兹海峡,美国方面计划于周三宣布此事。这一初步协议将满足伊朗对霍尔木兹海峡交通管控权的若干要求——这是战争前伊朗所没有的控制权。据两名地区消息人士透露,正在讨论的协议将在霍尔木兹海峡建立一个为期60天的临时安排,且安排时间可能被延长。","content":"<html><head></head><body><p style=\"text-align: left;\">据AXIOS,美国接近就霍尔木兹海峡达成协议,目标是在周三宣布。</p><p style=\"text-align: left;\">据两名地区消息人士和一名美国官员称,美国、伊朗和阿曼正接近达成一项临时协议,以重新开放霍尔木兹海峡,美国方面计划于周三宣布此事。</p><p style=\"text-align: left;\">这一初步协议将满足伊朗对霍尔木兹海峡交通管控权的若干要求——这是战争前伊朗所没有的控制权。</p><p style=\"text-align: left;\">据两名地区消息人士透露,正在讨论的协议将在霍尔木兹海峡建立一个为期60天的临时安排,且安排时间可能被延长。</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、伊朗和阿曼正接近达成重开霍尔木兹海峡的临时协议,美国计划于周三宣布此事</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、伊朗和阿曼正接近达成重开霍尔木兹海峡的临时协议,美国计划于周三宣布此事\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\">2026-08-05 10:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">据AXIOS,美国接近就霍尔木兹海峡达成协议,目标是在周三宣布。</p><p style=\"text-align: left;\">据两名地区消息人士和一名美国官员称,美国、伊朗和阿曼正接近达成一项临时协议,以重新开放霍尔木兹海峡,美国方面计划于周三宣布此事。</p><p style=\"text-align: left;\">这一初步协议将满足伊朗对霍尔木兹海峡交通管控权的若干要求——这是战争前伊朗所没有的控制权。</p><p style=\"text-align: left;\">据两名地区消息人士透露,正在讨论的协议将在霍尔木兹海峡建立一个为期60天的临时安排,且安排时间可能被延长。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/73d0237e57a87ac0832ad5bcd48adb22","relate_stocks":{"USO":"美国原油ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156159152","content_text":"据AXIOS,美国接近就霍尔木兹海峡达成协议,目标是在周三宣布。据两名地区消息人士和一名美国官员称,美国、伊朗和阿曼正接近达成一项临时协议,以重新开放霍尔木兹海峡,美国方面计划于周三宣布此事。这一初步协议将满足伊朗对霍尔木兹海峡交通管控权的若干要求——这是战争前伊朗所没有的控制权。据两名地区消息人士透露,正在讨论的协议将在霍尔木兹海峡建立一个为期60天的临时安排,且安排时间可能被延长。","news_type":1,"symbols_score_info":{"CLmain":2,"USO":2}},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593502115611672,"gmtCreate":1785914728295,"gmtModify":1785914730400,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4151362569926120","idStr":"4151362569926120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2609(CLmain)$ </a> 胡塞武装称击中沙特油轮!","listText":"<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2609(CLmain)$ </a> 胡塞武装称击中沙特油轮!","text":"$WTI原油主连 2609(CLmain)$ 胡塞武装称击中沙特油轮!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593502115611672","isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591806749516328,"gmtCreate":1785510537677,"gmtModify":1785510539726,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4151362569926120","idStr":"4151362569926120"},"themes":[],"title":"","htmlText":"美国国企?<a href=\"\">[开心] </a><a href=\"\">[贱笑] </a>衰落?","listText":"美国国企?<a href=\"\">[开心] </a><a href=\"\">[贱笑] </a>衰落?","text":"美国国企?[开心] [贱笑] 衰落?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591806749516328","repostId":"2655362663","repostType":2,"repost":{"id":"2655362663","kind":"news","pubTimestamp":1785507300,"share":"https://www.laohu8.com/m/news/2655362663?lang=zh_CN&edition=full","pubTime":"2026-07-31 22:15","market":"us","language":"zh","title":"特朗普政府将6家芯片企业纳入政府持股清单,目前政府参股企业总数已达30家","url":"https://stock-news.laohu8.com/highlight/detail?id=2655362663","media":"环球市场播报","summary":"本周,特朗普政府扩容政府产业投资持仓。6 家半导体企业签署意向书,企业将获得政府资金扶持,作为交换,美国政府取得对应企业少数非控股股权。卡托研究所分析师泰德德黑文统计显示,这批新协议将在未来数月完成最终落地,届时特朗普政府参股企业总数将增至 30 家。特朗普政府彻底调转思路,目前已有 18 家半导体上下游企业达成合作,所有补贴方案均附带政府入股条款。本次 6 家芯片企业对应的政府具体持股比例暂未对外公布。","content":"<html><head></head><body><p style=\"text-align: left;\">本周,特朗普政府扩容政府产业投资持仓。6 家半导体企业签署意向书,企业将获得政府资金扶持,作为交换,美国政府取得对应企业<strong>少数非控股股权</strong>。</p><p style=\"text-align: left;\">卡托研究所分析师泰德・德黑文统计显示,这批新协议将在未来数月完成最终落地,届时特朗普政府参股企业总数将增至 30 家。</p><p style=\"text-align: left;\">德黑文本周表示:“这份公告最值得关注的一点在于,政府持股正在变得稀松平常。”</p><p style=\"text-align: left;\">本轮投资资金全部来自 2022 年《芯片与科学法案》,补贴总额最高可达 8.74 亿美元,用于企业搭建先进算力与人工智能配套新型基建。本次名单涵盖 6 家半导体公司;另外格芯(GFS)曾在 5 月单独和美国政府达成量子芯片合作协议,如今又拿到第二轮补贴资格。</p><p style=\"text-align: left;\">美国商务部长霍华德・卢特尼克在声明中称:“这批战略性投资将强化美国本土产业能力、创造高薪岗位,保障美国在全球半导体行业保持领跑地位。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ca85231b397851c5b1880e6acbb87ce6\" data-align=\"center\" tg-width=\"550\" tg-height=\"366\"/><span>2026 年 3 月 31 日,美国华盛顿白宫椭圆办公室,美国总统特朗普签署行政令并发表讲话</span></p><p style=\"text-align: left;\">这份《芯片与科学法案》2022 年获批,由前总统拜登签署生效。拜登政府使用法案资金时仅发放无偿补助,不会换取企业股权抖音百科。</p><p style=\"text-align: left;\">特朗普政府彻底调转思路,目前已有 18 家半导体上下游企业达成合作,所有补贴方案均附带政府入股条款。</p><p style=\"text-align: left;\">芯片只是美国政府多元化产业持股的其中一环,政府投资版图还覆盖量子计算、钢铁、核电、稀土矿产。</p><p style=\"text-align: left;\">今年 5 月,美国政府向多家量子科技企业追加投资(包括为 <a href=\"https://laohu8.com/S/IBM\">IBM</a> 新项目拨款),依旧以获取股权作为资金对价,即便市场质疑量子产业短期商业化落地难度极大。</p><p style=\"text-align: left;\">过去一年,特朗普所有投资动作均把国家安全放在首位,目标兼顾盈利回报与战略产业扶持。当年批准日本制铁收购<a href=\"https://laohu8.com/S/X\">美国钢铁</a>时,美国政府拿到美国钢铁的<strong>黄金股(一票否决特权股)</strong>;同时持有西屋电气核电公司 8% 股权。</p><p style=\"text-align: left;\">所有投资里,<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC)最为瞩目。</p><p style=\"text-align: left;\">去年 8 月这笔投资落地至今,这家美国芯片巨头股价屡创历史新高,美国政府账面浮盈超 700 亿美元,特朗普多次公开高调宣传这笔投资。</p><p style=\"text-align: left;\">特朗普近期在真实社交平台发文:“恭喜全体美国民众,我们完成了一笔极其成功的投资。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4e9132f89c0a83cc94477ed47aa418e3\" data-align=\"center\" tg-width=\"550\" tg-height=\"366\"/><span>2026 年 6 月 2 日,英特尔 CEO 陈立武在台北电脑展(Computex)发表主题演讲。</span></p><p style=\"text-align: left;\">过去一年,美国陆续入股多家稀土企业,包括永磁材料厂商伏尔坎元素、矿业企业 MP 材料、美国稀土公司。</p><p style=\"text-align: left;\">整体来看,特朗普政府在至少 5 家稀土企业持有 5%~15% 不等股权。</p><p style=\"text-align: left;\">稀土领域的合作模式和本轮半导体补贴逻辑高度一致:政府向风险更高的中小型初创企业发放补助,以此换取股权。</p><p style=\"text-align: left;\">美国商务部半导体创新与投资执行主任比尔・弗劳恩霍费尔表示,本轮补贴旨在让企业获得充足带宽与能效优势,安全、快速落地大规模复杂 AI 算力任务。</p><p style=\"text-align: left;\">若本次意向书全部落地,总计 8.74 亿美元补贴将分配给开普勒、多光束、埃克索匹克、新电子、奥布西迪亚半导体、艾鲁玛六家企业,单家补贴金额区间为 3000 万至 2.45 亿美元。</p><p style=\"text-align: left;\">格芯拿到本轮最高补贴。除去 5 月已敲定的 3.75 亿美元拨款,本次可额外获得最高 3 亿美元政府资金。格芯此前披露,5 月首轮补贴对应美国政府约 1% 股权。</p><p style=\"text-align: left;\">本次 6 家芯片企业对应的政府具体持股比例暂未对外公布。</p></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特朗普政府将6家芯片企业纳入政府持股清单,目前政府参股企业总数已达30家</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特朗普政府将6家芯片企业纳入政府持股清单,目前政府参股企业总数已达30家\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-31 22:15 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2026-07-31/doc-iniktkau9255493.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本周,特朗普政府扩容政府产业投资持仓。6 家半导体企业签署意向书,企业将获得政府资金扶持,作为交换,美国政府取得对应企业少数非控股股权。卡托研究所分析师泰德・德黑文统计显示,这批新协议将在未来数月完成最终落地,届时特朗普政府参股企业总数将增至 30 家。德黑文本周表示:“这份公告最值得关注的一点在于,政府持股正在变得稀松平常。”本轮投资资金全部来自 2022 年《芯片与科学法案》,补贴总额最高可达...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-07-31/doc-iniktkau9255493.shtml\">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/ca85231b397851c5b1880e6acbb87ce6","relate_stocks":{"LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4141":"半导体产品","IE000F7OJYX1.SGD":"RQI GLOBAL \"I\" (SGDHDG) INC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","IE000WAW04H5.SGD":"RQI GLOBAL \"I\" (SGD) INC A","SOX":"费城半导体指数","IE0000B7K699.USD":"RQI GLOBAL \"I\" (USD) INC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","FTXL":"First Trust Nasdaq Semiconductor ETF","BK4602":"量子计算概念","IE000SO60NU8.SGD":"RQI GLOBAL \"I\" (SGDHDG) ACC A","BK4529":"IDC概念","BK4575":"芯片概念","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY 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Rowe Price Technology ETF","BK4527":"明星科技股","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4543":"AI","AIS":"VistaShares Artificial Intelligence Supercycle ETF"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-07-31/doc-iniktkau9255493.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2655362663","content_text":"本周,特朗普政府扩容政府产业投资持仓。6 家半导体企业签署意向书,企业将获得政府资金扶持,作为交换,美国政府取得对应企业少数非控股股权。卡托研究所分析师泰德・德黑文统计显示,这批新协议将在未来数月完成最终落地,届时特朗普政府参股企业总数将增至 30 家。德黑文本周表示:“这份公告最值得关注的一点在于,政府持股正在变得稀松平常。”本轮投资资金全部来自 2022 年《芯片与科学法案》,补贴总额最高可达 8.74 亿美元,用于企业搭建先进算力与人工智能配套新型基建。本次名单涵盖 6 家半导体公司;另外格芯(GFS)曾在 5 月单独和美国政府达成量子芯片合作协议,如今又拿到第二轮补贴资格。美国商务部长霍华德・卢特尼克在声明中称:“这批战略性投资将强化美国本土产业能力、创造高薪岗位,保障美国在全球半导体行业保持领跑地位。”2026 年 3 月 31 日,美国华盛顿白宫椭圆办公室,美国总统特朗普签署行政令并发表讲话这份《芯片与科学法案》2022 年获批,由前总统拜登签署生效。拜登政府使用法案资金时仅发放无偿补助,不会换取企业股权抖音百科。特朗普政府彻底调转思路,目前已有 18 家半导体上下游企业达成合作,所有补贴方案均附带政府入股条款。芯片只是美国政府多元化产业持股的其中一环,政府投资版图还覆盖量子计算、钢铁、核电、稀土矿产。今年 5 月,美国政府向多家量子科技企业追加投资(包括为 IBM 新项目拨款),依旧以获取股权作为资金对价,即便市场质疑量子产业短期商业化落地难度极大。过去一年,特朗普所有投资动作均把国家安全放在首位,目标兼顾盈利回报与战略产业扶持。当年批准日本制铁收购美国钢铁时,美国政府拿到美国钢铁的黄金股(一票否决特权股);同时持有西屋电气核电公司 8% 股权。所有投资里,英特尔(INTC)最为瞩目。去年 8 月这笔投资落地至今,这家美国芯片巨头股价屡创历史新高,美国政府账面浮盈超 700 亿美元,特朗普多次公开高调宣传这笔投资。特朗普近期在真实社交平台发文:“恭喜全体美国民众,我们完成了一笔极其成功的投资。”2026 年 6 月 2 日,英特尔 CEO 陈立武在台北电脑展(Computex)发表主题演讲。过去一年,美国陆续入股多家稀土企业,包括永磁材料厂商伏尔坎元素、矿业企业 MP 材料、美国稀土公司。整体来看,特朗普政府在至少 5 家稀土企业持有 5%~15% 不等股权。稀土领域的合作模式和本轮半导体补贴逻辑高度一致:政府向风险更高的中小型初创企业发放补助,以此换取股权。美国商务部半导体创新与投资执行主任比尔・弗劳恩霍费尔表示,本轮补贴旨在让企业获得充足带宽与能效优势,安全、快速落地大规模复杂 AI 算力任务。若本次意向书全部落地,总计 8.74 亿美元补贴将分配给开普勒、多光束、埃克索匹克、新电子、奥布西迪亚半导体、艾鲁玛六家企业,单家补贴金额区间为 3000 万至 2.45 亿美元。格芯拿到本轮最高补贴。除去 5 月已敲定的 3.75 亿美元拨款,本次可额外获得最高 3 亿美元政府资金。格芯此前披露,5 月首轮补贴对应美国政府约 1% 股权。本次 6 家芯片企业对应的政府具体持股比例暂未对外公布。","news_type":1,"symbols_score_info":{"AIS":0.6,"DRIV":0.6,"XNTK":0.6,"SOX":1.82,"INTC":1.85,"FTXL":0.6,"LINT":0.6,"CHPS":0.6,"AIQ":0.6,"TTEQ":0.6,"INTW":0.6,"GFS":1.88,"SOXX":0.6,"LEGR":0.6,"QQQA":0.6,"04335":1.85}},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583484590552448,"gmtCreate":1783483799648,"gmtModify":1783483801407,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4151362569926120","idStr":"4151362569926120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/SILmain\">$微白银主连 2609(SILmain)$ </a> 还有一个,中国现在星链数量远远不够,必然跟进此项计划,白银缺口将进一步增加","listText":"<a href=\"https://laohu8.com/FUT/SILmain\">$微白银主连 2609(SILmain)$ </a> 还有一个,中国现在星链数量远远不够,必然跟进此项计划,白银缺口将进一步增加","text":"$微白银主连 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还有一个,中国现在星链数量远远不够,必然跟进此项计划,白银缺口将进一步增加","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583484794909608","isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583452085715608,"gmtCreate":1783475786548,"gmtModify":1783475789227,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4151362569926120","idStr":"4151362569926120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/SImain\">$白银主连 2609(SImain)$ </a> 光伏用银的性能还是比铜更强,用铜会导致光伏产品使用寿命缩短,设备成本增加,得不偿失,再者太空光伏必须用银。 光伏行业用“铜”替代“银”,本质上是在用使用寿命”去换取“眼下的成本下降”。一旦未来因为铜的衰减导致电站后半期的发电量暴跌,当初省下的那点银浆钱,可能在发电量损失面前不值一提。","listText":"<a href=\"https://laohu8.com/FUT/SImain\">$白银主连 2609(SImain)$ </a> 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2609(SImain)$ 最新消息,SpaceX向FCC申请部署由10万颗卫星组成的第三代(Gen3)卫星星座,运行轨道高度分别为323至327.5公里及473至477.5公里。 这是会产生巨大的增量需求,并且很可能会对白银的工业和金融属性造成显著影响。 核心应用场景(用银大户): · 光伏银浆(最大头):太空中的卫星完全依赖太阳能电池板供电。航天级多结砷化镓电池的正反面都需要大量使用银导电浆料。以一颗大功率通信卫星为例,需要用到数百克到上千克的银(太空光伏不可以用铜)。 · 高频通信(W/D频段):使用 92GHz 至 275GHz 的极高频频段。在这种频率下,信号“趋肤效应”极强,导线的内层导电意义减弱,极需要高导电性的银镀层用于射频连接器、天线馈线和波导,以确保极低延迟和信号完整性。 · AI算力单元散热与互连:大量AI计算单元在太空中运行,功耗极高。高性能的银基导热界面材料(TIM)和银基焊膏是保证芯片长期稳定可靠运行的核心材料。 ……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583435618677576","isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583435055330544,"gmtCreate":1783471698999,"gmtModify":1783471703358,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4151362569926120","idStr":"4151362569926120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/SILmain\">$微白银主连 2609(SILmain)$ </a> 最新消息,SpaceX向FCC申请部署由10万颗卫星组成的第三代(Gen3)卫星星座,运行轨道高度分别为323至327.5公里及473至477.5公里。 这是会产生巨大的增量需求,并且很可能会对白银的工业和金融属性造成显著影响。 核心应用场景(用银大户): · 光伏银浆(最大头):太空中的卫星完全依赖太阳能电池板供电。航天级多结砷化镓电池的正反面都需要大量使用银导电浆料。以一颗大功率通信卫星为例,需要用到数百克到上千克的银(太空光伏不可以用铜)。 · 高频通信(W/D频段):使用 92GHz 至 275GHz 的极高频频段。在这种频率下,信号“趋肤效应”极强,导线的内层导电意义减弱,极需要高导电性的银镀层用于射频连接器、天线馈线和波导,以确保极低延迟和信号完整性。 · AI算力单元散热与互连:大量AI计算单元在太空中运行,功耗极高。高性能的银基导热界面材料(TIM)和银基焊膏是保证芯片长期稳定可靠运行的核心材料。 ……","listText":"<a href=\"https://laohu8.com/FUT/SILmain\">$微白银主连 2609(SILmain)$ </a> 最新消息,SpaceX向FCC申请部署由10万颗卫星组成的第三代(Gen3)卫星星座,运行轨道高度分别为323至327.5公里及473至477.5公里。 这是会产生巨大的增量需求,并且很可能会对白银的工业和金融属性造成显著影响。 核心应用场景(用银大户): · 光伏银浆(最大头):太空中的卫星完全依赖太阳能电池板供电。航天级多结砷化镓电池的正反面都需要大量使用银导电浆料。以一颗大功率通信卫星为例,需要用到数百克到上千克的银(太空光伏不可以用铜)。 · 高频通信(W/D频段):使用 92GHz 至 275GHz 的极高频频段。在这种频率下,信号“趋肤效应”极强,导线的内层导电意义减弱,极需要高导电性的银镀层用于射频连接器、天线馈线和波导,以确保极低延迟和信号完整性。 · AI算力单元散热与互连:大量AI计算单元在太空中运行,功耗极高。高性能的银基导热界面材料(TIM)和银基焊膏是保证芯片长期稳定可靠运行的核心材料。 ……","text":"$微白银主连 2609(SILmain)$ 最新消息,SpaceX向FCC申请部署由10万颗卫星组成的第三代(Gen3)卫星星座,运行轨道高度分别为323至327.5公里及473至477.5公里。 这是会产生巨大的增量需求,并且很可能会对白银的工业和金融属性造成显著影响。 核心应用场景(用银大户): · 光伏银浆(最大头):太空中的卫星完全依赖太阳能电池板供电。航天级多结砷化镓电池的正反面都需要大量使用银导电浆料。以一颗大功率通信卫星为例,需要用到数百克到上千克的银(太空光伏不可以用铜)。 · 高频通信(W/D频段):使用 92GHz 至 275GHz 的极高频频段。在这种频率下,信号“趋肤效应”极强,导线的内层导电意义减弱,极需要高导电性的银镀层用于射频连接器、天线馈线和波导,以确保极低延迟和信号完整性。 · AI算力单元散热与互连:大量AI计算单元在太空中运行,功耗极高。高性能的银基导热界面材料(TIM)和银基焊膏是保证芯片长期稳定可靠运行的核心材料。 ……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583435055330544","isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583430569300336,"gmtCreate":1783470533049,"gmtModify":1783470534891,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4151362569926120","idStr":"4151362569926120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/SILmain\">$微白银主连 2609(SILmain)$ </a> 银就是大国战略储备,随着其高端工业属性上升,哪个国家都不嫌多","listText":"<a href=\"https://laohu8.com/FUT/SILmain\">$微白银主连 2609(SILmain)$ </a> 银就是大国战略储备,随着其高端工业属性上升,哪个国家都不嫌多","text":"$微白银主连 2609(SILmain)$ 银就是大国战略储备,随着其高端工业属性上升,哪个国家都不嫌多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583430569300336","isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583429998714912,"gmtCreate":1783470477846,"gmtModify":1783470480141,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4151362569926120","idStr":"4151362569926120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/SImain\">$白银主连 2609(SImain)$ </a> 银就是大国战略储备,随着其高端工业属性上升,哪个国家都不嫌多","listText":"<a href=\"https://laohu8.com/FUT/SImain\">$白银主连 2609(SImain)$ </a> 银就是大国战略储备,随着其高端工业属性上升,哪个国家都不嫌多","text":"$白银主连 2609(SImain)$ 银就是大国战略储备,随着其高端工业属性上升,哪个国家都不嫌多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583429998714912","isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583426756124952,"gmtCreate":1783469687534,"gmtModify":1783469689267,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4151362569926120","idStr":"4151362569926120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/SICmain\">$100盎司白银主连 2609(SICmain)$ </a> 行业想用“铜”替代“银”,本质上是在用“潜在的寿命风险”去换取“眼下的成本下降”。一旦未来因为铜的衰减导致电站后半期的发电量暴跌,当初省下的那点银浆钱,可能在发电量损失面前不值一提。","listText":"<a href=\"https://laohu8.com/FUT/SICmain\">$100盎司白银主连 2609(SICmain)$ </a> 行业想用“铜”替代“银”,本质上是在用“潜在的寿命风险”去换取“眼下的成本下降”。一旦未来因为铜的衰减导致电站后半期的发电量暴跌,当初省下的那点银浆钱,可能在发电量损失面前不值一提。","text":"$100盎司白银主连 2609(SICmain)$ 行业想用“铜”替代“银”,本质上是在用“潜在的寿命风险”去换取“眼下的成本下降”。一旦未来因为铜的衰减导致电站后半期的发电量暴跌,当初省下的那点银浆钱,可能在发电量损失面前不值一提。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583426756124952","isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583427002303528,"gmtCreate":1783469669493,"gmtModify":1783469671454,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4151362569926120","idStr":"4151362569926120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/SILmain\">$微白银主连 2609(SILmain)$ </a> 行业想用“铜”替代“银”,本质上是在用“潜在的寿命风险”去换取“眼下的成本下降”。一旦未来因为铜的衰减导致电站后半期的发电量暴跌,当初省下的那点银浆钱,可能在发电量损失面前不值一提。","listText":"<a href=\"https://laohu8.com/FUT/SILmain\">$微白银主连 2609(SILmain)$ </a> 行业想用“铜”替代“银”,本质上是在用“潜在的寿命风险”去换取“眼下的成本下降”。一旦未来因为铜的衰减导致电站后半期的发电量暴跌,当初省下的那点银浆钱,可能在发电量损失面前不值一提。","text":"$微白银主连 2609(SILmain)$ 行业想用“铜”替代“银”,本质上是在用“潜在的寿命风险”去换取“眼下的成本下降”。一旦未来因为铜的衰减导致电站后半期的发电量暴跌,当初省下的那点银浆钱,可能在发电量损失面前不值一提。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583427002303528","isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583426636006784,"gmtCreate":1783469650589,"gmtModify":1783469652286,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4151362569926120","idStr":"4151362569926120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/MGCmain\">$微黄金主连 2608(MGCmain)$ </a> 行业想用“铜”替代“银”,本质上是在用“潜在的寿命风险”去换取“眼下的成本下降”。一旦未来因为铜的衰减导致电站后半期的发电量暴跌,当初省下的那点银浆钱,可能在发电量损失面前不值一提。","listText":"<a href=\"https://laohu8.com/FUT/MGCmain\">$微黄金主连 2608(MGCmain)$ </a> 行业想用“铜”替代“银”,本质上是在用“潜在的寿命风险”去换取“眼下的成本下降”。一旦未来因为铜的衰减导致电站后半期的发电量暴跌,当初省下的那点银浆钱,可能在发电量损失面前不值一提。","text":"$微黄金主连 2608(MGCmain)$ 行业想用“铜”替代“银”,本质上是在用“潜在的寿命风险”去换取“眼下的成本下降”。一旦未来因为铜的衰减导致电站后半期的发电量暴跌,当初省下的那点银浆钱,可能在发电量损失面前不值一提。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583426636006784","isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583435819585536,"gmtCreate":1783469638267,"gmtModify":1783469640086,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4151362569926120","idStr":"4151362569926120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2608(GCmain)$ </a> 行业想用“铜”替代“银”,本质上是在用“潜在的寿命风险”去换取“眼下的成本下降”。一旦未来因为铜的衰减导致电站后半期的发电量暴跌,当初省下的那点银浆钱,可能在发电量损失面前不值一提。","listText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2608(GCmain)$ </a> 行业想用“铜”替代“银”,本质上是在用“潜在的寿命风险”去换取“眼下的成本下降”。一旦未来因为铜的衰减导致电站后半期的发电量暴跌,当初省下的那点银浆钱,可能在发电量损失面前不值一提。","text":"$黄金主连 2608(GCmain)$ 行业想用“铜”替代“银”,本质上是在用“潜在的寿命风险”去换取“眼下的成本下降”。一旦未来因为铜的衰减导致电站后半期的发电量暴跌,当初省下的那点银浆钱,可能在发电量损失面前不值一提。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/583435819585536","isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583435717013504,"gmtCreate":1783469613225,"gmtModify":1783469615577,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4151362569926120","idStr":"4151362569926120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/SImain\">$白银主连 2609(SImain)$ </a> 行业想用“铜”替代“银”,本质上是在用“潜在的寿命风险”去换取“眼下的成本下降”。一旦未来因为铜的衰减导致电站后半期的发电量暴跌,当初省下的那点银浆钱,可能在发电量损失面前不值一提。","listText":"<a href=\"https://laohu8.com/FUT/SImain\">$白银主连 2609(SImain)$ </a> 行业想用“铜”替代“银”,本质上是在用“潜在的寿命风险”去换取“眼下的成本下降”。一旦未来因为铜的衰减导致电站后半期的发电量暴跌,当初省下的那点银浆钱,可能在发电量损失面前不值一提。","text":"$白银主连 2609(SImain)$ 行业想用“铜”替代“银”,本质上是在用“潜在的寿命风险”去换取“眼下的成本下降”。一旦未来因为铜的衰减导致电站后半期的发电量暴跌,当初省下的那点银浆钱,可能在发电量损失面前不值一提。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583435717013504","isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583431668371648,"gmtCreate":1783469471366,"gmtModify":1783469473222,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4151362569926120","idStr":"4151362569926120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/1OZmain\">$1盎司黄金主连 2608(1OZmain)$ </a> 光伏用银的性能还是比铜更强,用铜会导致使用寿命缩短,设备成本增加,得不偿失,再者太空光伏必须用银。","listText":"<a href=\"https://laohu8.com/FUT/1OZmain\">$1盎司黄金主连 2608(1OZmain)$ </a> 光伏用银的性能还是比铜更强,用铜会导致使用寿命缩短,设备成本增加,得不偿失,再者太空光伏必须用银。","text":"$1盎司黄金主连 2608(1OZmain)$ 光伏用银的性能还是比铜更强,用铜会导致使用寿命缩短,设备成本增加,得不偿失,再者太空光伏必须用银。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583431668371648","isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583426118103976,"gmtCreate":1783469452449,"gmtModify":1783469454289,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4151362569926120","idStr":"4151362569926120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2608(GCmain)$ 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光伏用银的性能还是比铜更强,用铜会导致使用寿命缩短,设备成本增加,得不偿失,再者太空光伏必须用银。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583426118103976","isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583434890883072,"gmtCreate":1783469411533,"gmtModify":1783469413373,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4151362569926120","idStr":"4151362569926120"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583434890883072","repostId":"583425196422168","repostType":1,"repost":{"id":583425196422168,"gmtCreate":1783469227901,"gmtModify":1783469229891,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4151362569926120","idStr":"4151362569926120"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 做空的🚀","text":"$美国超微公司(AMD)$ 做空的🚀","images":[{"img":"https://static.tigerbbs.com/f0877ce9ff80c16fbe23a97ae19dbf84","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/409967736533464","isVote":1,"tweetType":1,"viewCount":1128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":593509777666576,"gmtCreate":1785916531782,"gmtModify":1785916533865,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4151362569926120","idStr":"4151362569926120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2609(CLmain)$ </a> 红海危机四伏!","listText":"<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2609(CLmain)$ </a> 红海危机四伏!","text":"$WTI原油主连 2609(CLmain)$ 红海危机四伏!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593509777666576","isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583435819585536,"gmtCreate":1783469638267,"gmtModify":1783469640086,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4151362569926120","idStr":"4151362569926120"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2608(GCmain)$ </a> 行业想用“铜”替代“银”,本质上是在用“潜在的寿命风险”去换取“眼下的成本下降”。一旦未来因为铜的衰减导致电站后半期的发电量暴跌,当初省下的那点银浆钱,可能在发电量损失面前不值一提。","listText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2608(GCmain)$ </a> 行业想用“铜”替代“银”,本质上是在用“潜在的寿命风险”去换取“眼下的成本下降”。一旦未来因为铜的衰减导致电站后半期的发电量暴跌,当初省下的那点银浆钱,可能在发电量损失面前不值一提。","text":"$黄金主连 2608(GCmain)$ 行业想用“铜”替代“银”,本质上是在用“潜在的寿命风险”去换取“眼下的成本下降”。一旦未来因为铜的衰减导致电站后半期的发电量暴跌,当初省下的那点银浆钱,可能在发电量损失面前不值一提。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/583435819585536","isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593502405550224,"gmtCreate":1785914749228,"gmtModify":1785914751098,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4151362569926120","idStr":"4151362569926120"},"themes":[],"title":"","htmlText":"胡塞武装称击中沙特油轮!","listText":"胡塞武装称击中沙特油轮!","text":"胡塞武装称击中沙特油轮!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593502405550224","repostId":"1156159152","repostType":2,"repost":{"id":"1156159152","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":1785895917,"share":"https://www.laohu8.com/m/news/1156159152?lang=zh_CN&edition=full","pubTime":"2026-08-05 10:11","market":"us","language":"zh","title":"美国、伊朗和阿曼正接近达成重开霍尔木兹海峡的临时协议,美国计划于周三宣布此事","url":"https://stock-news.laohu8.com/highlight/detail?id=1156159152","media":"老虎资讯综合","summary":"据AXIOS,美国接近就霍尔木兹海峡达成协议,目标是在周三宣布。据两名地区消息人士和一名美国官员称,美国、伊朗和阿曼正接近达成一项临时协议,以重新开放霍尔木兹海峡,美国方面计划于周三宣布此事。这一初步协议将满足伊朗对霍尔木兹海峡交通管控权的若干要求——这是战争前伊朗所没有的控制权。据两名地区消息人士透露,正在讨论的协议将在霍尔木兹海峡建立一个为期60天的临时安排,且安排时间可能被延长。","content":"<html><head></head><body><p style=\"text-align: left;\">据AXIOS,美国接近就霍尔木兹海峡达成协议,目标是在周三宣布。</p><p style=\"text-align: left;\">据两名地区消息人士和一名美国官员称,美国、伊朗和阿曼正接近达成一项临时协议,以重新开放霍尔木兹海峡,美国方面计划于周三宣布此事。</p><p style=\"text-align: left;\">这一初步协议将满足伊朗对霍尔木兹海峡交通管控权的若干要求——这是战争前伊朗所没有的控制权。</p><p style=\"text-align: left;\">据两名地区消息人士透露,正在讨论的协议将在霍尔木兹海峡建立一个为期60天的临时安排,且安排时间可能被延长。</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\" 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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、伊朗和阿曼正接近达成重开霍尔木兹海峡的临时协议,美国计划于周三宣布此事\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\">2026-08-05 10:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">据AXIOS,美国接近就霍尔木兹海峡达成协议,目标是在周三宣布。</p><p style=\"text-align: left;\">据两名地区消息人士和一名美国官员称,美国、伊朗和阿曼正接近达成一项临时协议,以重新开放霍尔木兹海峡,美国方面计划于周三宣布此事。</p><p style=\"text-align: left;\">这一初步协议将满足伊朗对霍尔木兹海峡交通管控权的若干要求——这是战争前伊朗所没有的控制权。</p><p style=\"text-align: left;\">据两名地区消息人士透露,正在讨论的协议将在霍尔木兹海峡建立一个为期60天的临时安排,且安排时间可能被延长。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/73d0237e57a87ac0832ad5bcd48adb22","relate_stocks":{"USO":"美国原油ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156159152","content_text":"据AXIOS,美国接近就霍尔木兹海峡达成协议,目标是在周三宣布。据两名地区消息人士和一名美国官员称,美国、伊朗和阿曼正接近达成一项临时协议,以重新开放霍尔木兹海峡,美国方面计划于周三宣布此事。这一初步协议将满足伊朗对霍尔木兹海峡交通管控权的若干要求——这是战争前伊朗所没有的控制权。据两名地区消息人士透露,正在讨论的协议将在霍尔木兹海峡建立一个为期60天的临时安排,且安排时间可能被延长。","news_type":1,"symbols_score_info":{"CLmain":2,"USO":2}},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593502115611672,"gmtCreate":1785914728295,"gmtModify":1785914730400,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4151362569926120","idStr":"4151362569926120"},"themes":[],"title":"","htmlText":"<a 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