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03-04

$美国超微公司(AMD)$ 做空的🚀

2024-11-07

$阿斯麦(ASML)$ [财迷]

02-25

$美国超微公司(AMD)$ 做空才能玩[得意]

02-26

$美国超微公司(AMD)$ [贱笑] [开心]

06-06 10:42

又要和解？O(∩_∩)O

对冲基金大鳄阿克曼呼吁特朗普与马斯克“和解”，马斯克：你说得没错

2024-11-18

$阿斯麦(ASML)$ [微笑]

2024-11-16

不太对啊，AMAT的业绩疲软并不意味着ASML也会遇到相同的问题。AMAT因某些特定客户的需求减少或者其自身产品线的竞争压力而表现不佳，但ASML因其独特的EUV技术仍然可以在全球范围内仍然保持强劲的需求。

异动解读 | 应用材料(AMAT)疲软预期或拖累阿斯麦(ASML)股价,盘中下跌5%

02-27

$美国超微公司(AMD)$ [贱笑]

02-27

$美国超微公司(AMD)$ 做空[得意]

2024-11-21

$阿斯麦(ASML)$ [开心] [贱笑]

02-28

$美国超微公司(AMD)$ 做空 [龇牙] [贱笑]

2024-11-13

$阿斯麦(ASML)$

03-11

$美国超微公司(AMD)$ [害羞] 做空爽得很

2024-11-12

$小鹏汽车(XPEV)$ 小鹏科技[贱笑]

03-09

第一位：居里夫人；第二位：苏姿丰；第三位：木头姐；第四位：哈里斯；第五位：撒切尔夫人 [得意] [得意] [得意]

01-15

四季度预期不包含这款药在中国的收入增长而已

礼来更新业绩指引！预计第四季度收入约为135亿美元，不及市场预期

2024-11-13

$阿斯麦(ASML)$

2024-11-13

$阿斯麦(ASML)$

2024-11-11

$阿斯麦(ASML)$

01-18

$礼来(LLY)$ [开心]

去老虎APP查看更多动态

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Ackman）在X上说：“我支持特朗普和马斯克，他们应该为了我们伟大国家的利益而和解。当我们团结起来，我们的力量远大于分裂的时候。”马斯克在帖子下面回复道：“你说的没错。”连日来，马斯克接连抨击美国总统特朗普力挺的“大而美”法案。6月5日，特朗普在...</p>\n\n<a href=\"https://ishare.ifeng.com/c/s/8jxZIhPiETy?spss=np&channelId=&aman=efd93474e4aa3bsc0cG89eZce4b7a0Yed2D5d8w1cc&gud=97S878Y746\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e3988a75d33e2b4f95370655c056098","relate_stocks":{},"source_url":"https://ishare.ifeng.com/c/s/8jxZIhPiETy?spss=np&channelId=&aman=efd93474e4aa3bsc0cG89eZce4b7a0Yed2D5d8w1cc&gud=97S878Y746","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151730539","content_text":"连日来，马斯克接连抨击美国总统特朗普力挺的“大而美”法案。6月5日，特朗普做出回击，双方关系立即彻底破裂。亿万富翁对冲基金经理比尔·阿克曼（Bill Ackman）在X上说：“我支持特朗普和马斯克，他们应该为了我们伟大国家的利益而和解。当我们团结起来，我们的力量远大于分裂的时候。”马斯克在帖子下面回复道：“你说的没错。”连日来，马斯克接连抨击美国总统特朗普力挺的“大而美”法案。6月5日，特朗普在白宫会晤德国总理默茨时做出回应。特朗普直言对马斯克失望。双方矛盾立即升级。马斯克痛斥特朗普忘恩负义，没有他，特朗普会输掉大选。马斯克还呼吁弹劾特朗普，让副总统万斯替代他。此外，马斯克还说，美国政府之所以没有公布完整的爱泼斯坦文件是因为特朗普的名字也在其中。特朗普则威胁取消政府给马斯克的合同。针对马斯克的指控，白宫发言人予以驳斥。据美国有线电视新闻网（CNN）报道，白宫发言人莱维特（Karoline Leavitt）在当晚发表的一份新声明中将马斯克声称“特朗普在爱泼斯坦文件”的说法描述为“一段不幸的插曲”。莱维特在一份声明中告诉CNN：“这是来自马斯克的一段不幸的插曲，他对‘大而美’感到不满，因为它没有包含他想要的政策。总统专注于通过这项历史性的立法，让我们的国家再次伟大。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412336697913600,"gmtCreate":1741703366406,"gmtModify":1741703494309,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4151362569926120","authorIdStr":"4151362569926120"},"themes":[],"htmlText":"<a 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://wpimg-wscn.awtmt.com/98197204-fc87-473e-81cf-ec2d2251b617.jpeg","relate_stocks":{"LLY":"礼来"},"source_url":"https://wallstreetcn.com/articles/3739128","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2503077575","content_text":"礼来预计2025年营收580亿美元-610亿美元，市场预估587.2亿美元。风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","news_type":1},"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392527786430944,"gmtCreate":1736877432767,"gmtModify":1736877434495,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4151362569926120","authorIdStr":"4151362569926120"},"themes":[],"htmlText":"四季度预期不包含这款药在中国的收入增长而已","listText":"四季度预期不包含这款药在中国的收入增长而已","text":"四季度预期不包含这款药在中国的收入增长而已","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392527786430944","repostId":"1156185578","repostType":2,"repost":{"id":"1156185578","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":1736863417,"share":"https://www.laohu8.com/m/news/1156185578?lang=&edition=full","pubTime":"2025-01-14 22:03","market":"us","language":"zh","title":"礼来更新业绩指引！预计第四季度收入约为135亿美元，不及市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1156185578","media":"老虎资讯综合","summary":"1月14日，$礼来(LLY)$更新2024年收入指引，预计2024年第四季度收入约为135亿美元，2024年预计收入约为450亿美元。预计2025年收入将在580亿美元至610亿美元之间，市场预估为587.2亿美元；预计2025年收入增长将来自新药JAYPIRCA、EBGLYSS、OMVOH和KISUNLA。","content":"<html><head></head><body><p>1月14日，<a href=\"https://laohu8.com/S/LLY\">礼来</a>更新2024年收入指引，预计2024年第四季度收入约为135亿美元，市场预估140亿美元；2024年预计收入约为450亿美元。</p><p>初步预计四季度Mounjaro销售额约为35亿美元，市场预估44亿美元；初步预计四季度Zepbound销售额约为19亿美元，市场预估22亿美元。</p><p>预计2025年收入将在580亿美元至610亿美元之间，市场预估为587.2亿美元；预计2025年收入增长将来自新药JAYPIRCA、EBGLYSS、OMVOH和KISUNLA。</p><p>礼来公司预计2025年销售额增长将来自新药。</p><p>预计2025年上半年可生产可销售的胰岛素剂量将比去年同期增加至少60%。</p><p>礼来盘中下跌逾7%，创11月15日以来最大盘中跌幅。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63783afcc5f0fd757c8d9947f1de20db\" 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>礼来更新业绩指引！预计第四季度收入约为135亿美元，不及市场预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ 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}\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礼来更新业绩指引！预计第四季度收入约为135亿美元，不及市场预期\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\">2025-01-14 22:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月14日，<a href=\"https://laohu8.com/S/LLY\">礼来</a>更新2024年收入指引，预计2024年第四季度收入约为135亿美元，市场预估140亿美元；2024年预计收入约为450亿美元。</p><p>初步预计四季度Mounjaro销售额约为35亿美元，市场预估44亿美元；初步预计四季度Zepbound销售额约为19亿美元，市场预估22亿美元。</p><p>预计2025年收入将在580亿美元至610亿美元之间，市场预估为587.2亿美元；预计2025年收入增长将来自新药JAYPIRCA、EBGLYSS、OMVOH和KISUNLA。</p><p>礼来公司预计2025年销售额增长将来自新药。</p><p>预计2025年上半年可生产可销售的胰岛素剂量将比去年同期增加至少60%。</p><p>礼来盘中下跌逾7%，创11月15日以来最大盘中跌幅。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63783afcc5f0fd757c8d9947f1de20db\" 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/85675909dc6c67ee0181339c18bcfdff","relate_stocks":{"LLY":"礼来","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU0058720904.USD":"联博国际健康护理基金A","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","IE00BJJMRZ35.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (SGDHDG) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","IE00BFTCPJ56.SGD":"Janus Henderson Global Life Sciences A Acc SGD","BK4599":"减肥药","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B4R5TH58.HKD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (HKD) ACC","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156185578","content_text":"1月14日，礼来更新2024年收入指引，预计2024年第四季度收入约为135亿美元，市场预估140亿美元；2024年预计收入约为450亿美元。初步预计四季度Mounjaro销售额约为35亿美元，市场预估44亿美元；初步预计四季度Zepbound销售额约为19亿美元，市场预估22亿美元。预计2025年收入将在580亿美元至610亿美元之间，市场预估为587.2亿美元；预计2025年收入增长将来自新药JAYPIRCA、EBGLYSS、OMVOH和KISUNLA。礼来公司预计2025年销售额增长将来自新药。预计2025年上半年可生产可销售的胰岛素剂量将比去年同期增加至少60%。礼来盘中下跌逾7%，创11月15日以来最大盘中跌幅。","news_type":1},"isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378411348701208,"gmtCreate":1733416031272,"gmtModify":1733416035635,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4151362569926120","authorIdStr":"4151362569926120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a>&nbsp;[开心]&nbsp;&nbsp;[贱笑]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a>&nbsp;[开心]&nbsp;&nbsp;[贱笑]&nbsp;&nbsp;","text":"$阿里巴巴(BABA)$ [开心] [贱笑]","images":[{"img":"https://static.tigerbbs.com/1e838f87476589ff34f600c37d4a197d","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378411348701208","isVote":1,"tweetType":1,"viewCount":769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":375517527495080,"gmtCreate":1732720764280,"gmtModify":1732720998153,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4151362569926120","authorIdStr":"4151362569926120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$ </a>&nbsp;[龇牙]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$ </a>&nbsp;[龇牙]&nbsp;&nbsp;","text":"$阿斯麦(ASML)$ [龇牙]","images":[{"img":"https://static.tigerbbs.com/e65ce135a5e643c4b93c674d867f4085","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375517527495080","isVote":1,"tweetType":1,"viewCount":723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":373364679381136,"gmtCreate":1732181316409,"gmtModify":1732182884390,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4151362569926120","authorIdStr":"4151362569926120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$ </a>&nbsp;[开心]&nbsp;[贱笑]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$ </a>&nbsp;[开心]&nbsp;[贱笑]&nbsp;&nbsp;","text":"$阿斯麦(ASML)$ [开心] [贱笑]","images":[{"img":"https://static.tigerbbs.com/43bdac6c19d5c185f67d33cfc5d08bcf","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/373364679381136","isVote":1,"tweetType":1,"viewCount":1124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":372262081957944,"gmtCreate":1731923951245,"gmtModify":1731924216675,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4151362569926120","authorIdStr":"4151362569926120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$ </a>&nbsp;[微笑]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$ </a>&nbsp;[微笑]&nbsp;&nbsp;","text":"$阿斯麦(ASML)$ [微笑]","images":[{"img":"https://static.tigerbbs.com/7f04da7829c151ae0c6a305114eee77c","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/372262081957944","isVote":1,"tweetType":1,"viewCount":1224,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560995222377156","authorId":"3560995222377156","name":"Evannana","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3560995222377156","authorIdStr":"3560995222377156"},"content":"跌回几年前的水平了，光刻机巨头也太没谱了","text":"跌回几年前的水平了，光刻机巨头也太没谱了","html":"跌回几年前的水平了，光刻机巨头也太没谱了"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":371543744643344,"gmtCreate":1731718030028,"gmtModify":1731720385759,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4151362569926120","authorIdStr":"4151362569926120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$ </a>&nbsp;[开心]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$ </a>&nbsp;[开心]&nbsp;&nbsp;","text":"$阿斯麦(ASML)$ [开心]","images":[{"img":"https://static.tigerbbs.com/3a31f2fd75bd4edc33bb64218ab9c36d","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371543744643344","isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":371543285694536,"gmtCreate":1731717839428,"gmtModify":1731717842429,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4151362569926120","authorIdStr":"4151362569926120"},"themes":[],"htmlText":"不太对啊，AMAT的业绩疲软并不意味着ASML也会遇到相同的问题。AMAT因某些特定客户的需求减少或者其自身产品线的竞争压力而表现不佳，但ASML因其独特的EUV技术仍然可以在全球范围内仍然保持强劲的需求。","listText":"不太对啊，AMAT的业绩疲软并不意味着ASML也会遇到相同的问题。AMAT因某些特定客户的需求减少或者其自身产品线的竞争压力而表现不佳，但ASML因其独特的EUV技术仍然可以在全球范围内仍然保持强劲的需求。","text":"不太对啊，AMAT的业绩疲软并不意味着ASML也会遇到相同的问题。AMAT因某些特定客户的需求减少或者其自身产品线的竞争压力而表现不佳，但ASML因其独特的EUV技术仍然可以在全球范围内仍然保持强劲的需求。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/371543285694536","repostId":"1178165839","repostType":2,"repost":{"id":"1178165839","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1731699518,"share":"https://www.laohu8.com/m/news/1178165839?lang=&edition=full","pubTime":"2024-11-16 03:38","market":"hk","language":"zh","title":"异动解读 | 应用材料(AMAT)疲软预期或拖累阿斯麦(ASML)股价,盘中下跌5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1178165839","media":"异动解读","summary":"半导体设备制造龙头阿斯麦今日盘中股价大跌5%,引发市场广泛关注。分析人士认为,阿斯麦股价下跌或与半导体行业同行应用材料发布的疲软业绩预期有关。根据AMAT公布的数据,由于部分半导体市场需求疲软,预计其第一财季营收低于预期,仅71.5亿美元。此外,AMAT的中国市场营收占比也出现下滑,由去年同期的44%降至30%。因此,市场担忧AMAT的疲软预期可能会波及到阿斯麦等主要光刻机供应商。","content":"<p>半导体设备制造龙头阿斯麦(ASML)今日盘中股价大跌5%,引发市场广泛关注。</p>\n\n<p>分析人士认为,阿斯麦股价下跌或与半导体行业同行应用材料(AMAT)发布的疲软业绩预期有关。根据AMAT公布的数据,由于部分半导体市场需求疲软,预计其第一财季营收低于预期,仅71.5亿美元。此外,AMAT的中国市场营收占比也出现下滑,由去年同期的44%降至30%。</p>\n\n<p>尽管人工智能对高端芯片的需求持续旺盛,但其他领域如存储芯片、工业设备和汽车芯片的需求疲软,压制了半导体设备制造商的整体业绩表现。一旦设备大厂的订单放缓,将不可避免影响整个半导体供应链。因此,市场担忧AMAT的疲软预期可能会波及到阿斯麦等主要光刻机供应商。</p>","source":"ai_movement_cn","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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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-11-16 03:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>半导体设备制造龙头阿斯麦(ASML)今日盘中股价大跌5%,引发市场广泛关注。</p>\n\n<p>分析人士认为,阿斯麦股价下跌或与半导体行业同行应用材料(AMAT)发布的疲软业绩预期有关。根据AMAT公布的数据,由于部分半导体市场需求疲软,预计其第一财季营收低于预期,仅71.5亿美元。此外,AMAT的中国市场营收占比也出现下滑,由去年同期的44%降至30%。</p>\n\n<p>尽管人工智能对高端芯片的需求持续旺盛,但其他领域如存储芯片、工业设备和汽车芯片的需求疲软,压制了半导体设备制造商的整体业绩表现。一旦设备大厂的订单放缓,将不可避免影响整个半导体供应链。因此,市场担忧AMAT的疲软预期可能会波及到阿斯麦等主要光刻机供应商。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178165839","content_text":"半导体设备制造龙头阿斯麦(ASML)今日盘中股价大跌5%,引发市场广泛关注。\n分析人士认为,阿斯麦股价下跌或与半导体行业同行应用材料(AMAT)发布的疲软业绩预期有关。根据AMAT公布的数据,由于部分半导体市场需求疲软,预计其第一财季营收低于预期,仅71.5亿美元。此外,AMAT的中国市场营收占比也出现下滑,由去年同期的44%降至30%。\n尽管人工智能对高端芯片的需求持续旺盛,但其他领域如存储芯片、工业设备和汽车芯片的需求疲软,压制了半导体设备制造商的整体业绩表现。一旦设备大厂的订单放缓,将不可避免影响整个半导体供应链。因此,市场担忧AMAT的疲软预期可能会波及到阿斯麦等主要光刻机供应商。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1436,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3539137238633891","authorId":"3539137238633891","name":"民國投機者","avatar":"https://static.tigerbbs.com/9a63312217e0eb9908b692d2402274c2","crmLevel":6,"crmLevelSwitch":1,"idStr":"3539137238633891","authorIdStr":"3539137238633891"},"content":"昨天整个大盘都在跌，再等等吧","text":"昨天整个大盘都在跌，再等等吧","html":"昨天整个大盘都在跌，再等等吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371285000212816,"gmtCreate":1731685409043,"gmtModify":1731686903480,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4151362569926120","authorIdStr":"4151362569926120"},"themes":[],"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":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":368142632214944,"gmtCreate":1730910184017,"gmtModify":1730910465015,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4151362569926120","authorIdStr":"4151362569926120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$ </a>&nbsp;[财迷]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$ 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[开心]","images":[{"img":"https://static.tigerbbs.com/b83f0c80ba6ddd0b744c88e5d990ce81","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407525919699144","isVote":1,"tweetType":1,"viewCount":758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":443004295426232,"gmtCreate":1749177746828,"gmtModify":1749177748017,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4151362569926120","authorIdStr":"4151362569926120"},"themes":[],"htmlText":"又要和解？O(∩_∩)O","listText":"又要和解？O(∩_∩)O","text":"又要和解？O(∩_∩)O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/443004295426232","repostId":"1151730539","repostType":2,"repost":{"id":"1151730539","kind":"news","pubTimestamp":1749177058,"share":"https://www.laohu8.com/m/news/1151730539?lang=&edition=full","pubTime":"2025-06-06 10:30","market":"us","language":"zh","title":"对冲基金大鳄阿克曼呼吁特朗普与马斯克“和解”，马斯克：你说得没错","url":"https://stock-news.laohu8.com/highlight/detail?id=1151730539","media":"凤凰网","summary":"连日来，马斯克接连抨击美国总统特朗普力挺的“大而美”法案。6月5日，特朗普做出回击，双方关系立即彻底破裂。6月5日，特朗普在白宫会晤德国总理默茨时做出回应。马斯克痛斥特朗普忘恩负义，没有他，特朗普会输掉大选。马斯克还呼吁弹劾特朗普，让副总统万斯替代他。此外，马斯克还说，美国政府之所以没有公布完整的爱泼斯坦文件是因为特朗普的名字也在其中。针对马斯克的指控，白宫发言人予以驳斥。","content":"<html><head></head><body><p>连日来，马斯克接连抨击美国总统特朗普力挺的“大而美”法案。6月5日，特朗普做出回击，双方关系立即彻底破裂。</p><p style=\"text-align: justify;\">亿万富翁对冲基金经理比尔·阿克曼（Bill Ackman）在X上说：“我支持特朗普和马斯克，他们应该为了我们伟大国家的利益而和解。当我们团结起来，我们的力量远大于分裂的时候。”</p><p style=\"text-align: justify;\">马斯克在帖子下面回复道：“你说的没错。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db60efa270a7ff567924fe73e0089c4b\" alt=\"\" title=\"\" tg-width=\"644\" tg-height=\"690\"/></p><p style=\"text-align: justify;\">连日来，马斯克接连抨击美国总统特朗普力挺的“大而美”法案。6月5日，特朗普在白宫会晤德国总理默茨时做出回应。特朗普直言对马斯克失望。双方矛盾立即升级。</p><p style=\"text-align: justify;\">马斯克痛斥特朗普忘恩负义，没有他，特朗普会输掉大选。</p><p style=\"text-align: justify;\">马斯克还呼吁弹劾特朗普，让副总统万斯替代他。</p><p style=\"text-align: justify;\">此外，马斯克还说，美国政府之所以没有公布完整的爱泼斯坦文件是因为特朗普的名字也在其中。</p><p style=\"text-align: justify;\">特朗普则威胁取消政府给马斯克的合同。</p><p style=\"text-align: justify;\">针对马斯克的指控，白宫发言人予以驳斥。据美国有线电视新闻网（CNN）报道，白宫发言人莱维特（Karoline Leavitt）在当晚发表的一份新声明中将马斯克声称“特朗普在爱泼斯坦文件”的说法描述为“一段不幸的插曲”。</p><p style=\"text-align: justify;\">莱维特在一份声明中告诉CNN：“这是来自马斯克的一段不幸的插曲，他对‘大而美’感到不满，因为它没有包含他想要的政策。总统专注于通过这项历史性的立法，让我们的国家再次伟大。”</p></body></html>","source":"fh","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>对冲基金大鳄阿克曼呼吁特朗普与马斯克“和解”，马斯克：你说得没错</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对冲基金大鳄阿克曼呼吁特朗普与马斯克“和解”，马斯克：你说得没错\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-06 10:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://ishare.ifeng.com/c/s/8jxZIhPiETy?spss=np&channelId=&aman=efd93474e4aa3bsc0cG89eZce4b7a0Yed2D5d8w1cc&gud=97S878Y746><strong>凤凰网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>连日来，马斯克接连抨击美国总统特朗普力挺的“大而美”法案。6月5日，特朗普做出回击，双方关系立即彻底破裂。亿万富翁对冲基金经理比尔·阿克曼（Bill Ackman）在X上说：“我支持特朗普和马斯克，他们应该为了我们伟大国家的利益而和解。当我们团结起来，我们的力量远大于分裂的时候。”马斯克在帖子下面回复道：“你说的没错。”连日来，马斯克接连抨击美国总统特朗普力挺的“大而美”法案。6月5日，特朗普在...</p>\n\n<a href=\"https://ishare.ifeng.com/c/s/8jxZIhPiETy?spss=np&channelId=&aman=efd93474e4aa3bsc0cG89eZce4b7a0Yed2D5d8w1cc&gud=97S878Y746\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e3988a75d33e2b4f95370655c056098","relate_stocks":{},"source_url":"https://ishare.ifeng.com/c/s/8jxZIhPiETy?spss=np&channelId=&aman=efd93474e4aa3bsc0cG89eZce4b7a0Yed2D5d8w1cc&gud=97S878Y746","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151730539","content_text":"连日来，马斯克接连抨击美国总统特朗普力挺的“大而美”法案。6月5日，特朗普做出回击，双方关系立即彻底破裂。亿万富翁对冲基金经理比尔·阿克曼（Bill Ackman）在X上说：“我支持特朗普和马斯克，他们应该为了我们伟大国家的利益而和解。当我们团结起来，我们的力量远大于分裂的时候。”马斯克在帖子下面回复道：“你说的没错。”连日来，马斯克接连抨击美国总统特朗普力挺的“大而美”法案。6月5日，特朗普在白宫会晤德国总理默茨时做出回应。特朗普直言对马斯克失望。双方矛盾立即升级。马斯克痛斥特朗普忘恩负义，没有他，特朗普会输掉大选。马斯克还呼吁弹劾特朗普，让副总统万斯替代他。此外，马斯克还说，美国政府之所以没有公布完整的爱泼斯坦文件是因为特朗普的名字也在其中。特朗普则威胁取消政府给马斯克的合同。针对马斯克的指控，白宫发言人予以驳斥。据美国有线电视新闻网（CNN）报道，白宫发言人莱维特（Karoline Leavitt）在当晚发表的一份新声明中将马斯克声称“特朗普在爱泼斯坦文件”的说法描述为“一段不幸的插曲”。莱维特在一份声明中告诉CNN：“这是来自马斯克的一段不幸的插曲，他对‘大而美’感到不满，因为它没有包含他想要的政策。总统专注于通过这项历史性的立法，让我们的国家再次伟大。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372262081957944,"gmtCreate":1731923951245,"gmtModify":1731924216675,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4151362569926120","authorIdStr":"4151362569926120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$ </a>&nbsp;[微笑]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$ </a>&nbsp;[微笑]&nbsp;&nbsp;","text":"$阿斯麦(ASML)$ [微笑]","images":[{"img":"https://static.tigerbbs.com/7f04da7829c151ae0c6a305114eee77c","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/372262081957944","isVote":1,"tweetType":1,"viewCount":1224,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560995222377156","authorId":"3560995222377156","name":"Evannana","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3560995222377156","authorIdStr":"3560995222377156"},"content":"跌回几年前的水平了，光刻机巨头也太没谱了","text":"跌回几年前的水平了，光刻机巨头也太没谱了","html":"跌回几年前的水平了，光刻机巨头也太没谱了"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":371543285694536,"gmtCreate":1731717839428,"gmtModify":1731717842429,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4151362569926120","authorIdStr":"4151362569926120"},"themes":[],"htmlText":"不太对啊，AMAT的业绩疲软并不意味着ASML也会遇到相同的问题。AMAT因某些特定客户的需求减少或者其自身产品线的竞争压力而表现不佳，但ASML因其独特的EUV技术仍然可以在全球范围内仍然保持强劲的需求。","listText":"不太对啊，AMAT的业绩疲软并不意味着ASML也会遇到相同的问题。AMAT因某些特定客户的需求减少或者其自身产品线的竞争压力而表现不佳，但ASML因其独特的EUV技术仍然可以在全球范围内仍然保持强劲的需求。","text":"不太对啊，AMAT的业绩疲软并不意味着ASML也会遇到相同的问题。AMAT因某些特定客户的需求减少或者其自身产品线的竞争压力而表现不佳，但ASML因其独特的EUV技术仍然可以在全球范围内仍然保持强劲的需求。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/371543285694536","repostId":"1178165839","repostType":2,"repost":{"id":"1178165839","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1731699518,"share":"https://www.laohu8.com/m/news/1178165839?lang=&edition=full","pubTime":"2024-11-16 03:38","market":"hk","language":"zh","title":"异动解读 | 应用材料(AMAT)疲软预期或拖累阿斯麦(ASML)股价,盘中下跌5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1178165839","media":"异动解读","summary":"半导体设备制造龙头阿斯麦今日盘中股价大跌5%,引发市场广泛关注。分析人士认为,阿斯麦股价下跌或与半导体行业同行应用材料发布的疲软业绩预期有关。根据AMAT公布的数据,由于部分半导体市场需求疲软,预计其第一财季营收低于预期,仅71.5亿美元。此外,AMAT的中国市场营收占比也出现下滑,由去年同期的44%降至30%。因此,市场担忧AMAT的疲软预期可能会波及到阿斯麦等主要光刻机供应商。","content":"<p>半导体设备制造龙头阿斯麦(ASML)今日盘中股价大跌5%,引发市场广泛关注。</p>\n\n<p>分析人士认为,阿斯麦股价下跌或与半导体行业同行应用材料(AMAT)发布的疲软业绩预期有关。根据AMAT公布的数据,由于部分半导体市场需求疲软,预计其第一财季营收低于预期,仅71.5亿美元。此外,AMAT的中国市场营收占比也出现下滑,由去年同期的44%降至30%。</p>\n\n<p>尽管人工智能对高端芯片的需求持续旺盛,但其他领域如存储芯片、工业设备和汽车芯片的需求疲软,压制了半导体设备制造商的整体业绩表现。一旦设备大厂的订单放缓,将不可避免影响整个半导体供应链。因此,市场担忧AMAT的疲软预期可能会波及到阿斯麦等主要光刻机供应商。</p>","source":"ai_movement_cn","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>异动解读 | 应用材料(AMAT)疲软预期或拖累阿斯麦(ASML)股价,盘中下跌5%</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; 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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-11-16 03:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>半导体设备制造龙头阿斯麦(ASML)今日盘中股价大跌5%,引发市场广泛关注。</p>\n\n<p>分析人士认为,阿斯麦股价下跌或与半导体行业同行应用材料(AMAT)发布的疲软业绩预期有关。根据AMAT公布的数据,由于部分半导体市场需求疲软,预计其第一财季营收低于预期,仅71.5亿美元。此外,AMAT的中国市场营收占比也出现下滑,由去年同期的44%降至30%。</p>\n\n<p>尽管人工智能对高端芯片的需求持续旺盛,但其他领域如存储芯片、工业设备和汽车芯片的需求疲软,压制了半导体设备制造商的整体业绩表现。一旦设备大厂的订单放缓,将不可避免影响整个半导体供应链。因此,市场担忧AMAT的疲软预期可能会波及到阿斯麦等主要光刻机供应商。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178165839","content_text":"半导体设备制造龙头阿斯麦(ASML)今日盘中股价大跌5%,引发市场广泛关注。\n分析人士认为,阿斯麦股价下跌或与半导体行业同行应用材料(AMAT)发布的疲软业绩预期有关。根据AMAT公布的数据,由于部分半导体市场需求疲软,预计其第一财季营收低于预期,仅71.5亿美元。此外,AMAT的中国市场营收占比也出现下滑,由去年同期的44%降至30%。\n尽管人工智能对高端芯片的需求持续旺盛,但其他领域如存储芯片、工业设备和汽车芯片的需求疲软,压制了半导体设备制造商的整体业绩表现。一旦设备大厂的订单放缓,将不可避免影响整个半导体供应链。因此,市场担忧AMAT的疲软预期可能会波及到阿斯麦等主要光刻机供应商。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1436,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3539137238633891","authorId":"3539137238633891","name":"民國投機者","avatar":"https://static.tigerbbs.com/9a63312217e0eb9908b692d2402274c2","crmLevel":6,"crmLevelSwitch":1,"idStr":"3539137238633891","authorIdStr":"3539137238633891"},"content":"昨天整个大盘都在跌，再等等吧","text":"昨天整个大盘都在跌，再等等吧","html":"昨天整个大盘都在跌，再等等吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408153240211784,"gmtCreate":1740668354616,"gmtModify":1740668370730,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4151362569926120","authorIdStr":"4151362569926120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>&nbsp;[贱笑]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>&nbsp;[贱笑]&nbsp;&nbsp;","text":"$美国超微公司(AMD)$ [贱笑]","images":[{"img":"https://static.tigerbbs.com/bf977bad4560b529ad48c351e97cf875","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408153240211784","isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":407965887131864,"gmtCreate":1740615662851,"gmtModify":1740620285696,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4151362569926120","authorIdStr":"4151362569926120"},"themes":[],"htmlText":"<a 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[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/411551151174040","isVote":1,"tweetType":1,"viewCount":978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392527786430944,"gmtCreate":1736877432767,"gmtModify":1736877434495,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4151362569926120","authorIdStr":"4151362569926120"},"themes":[],"htmlText":"四季度预期不包含这款药在中国的收入增长而已","listText":"四季度预期不包含这款药在中国的收入增长而已","text":"四季度预期不包含这款药在中国的收入增长而已","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392527786430944","repostId":"1156185578","repostType":2,"repost":{"id":"1156185578","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":1736863417,"share":"https://www.laohu8.com/m/news/1156185578?lang=&edition=full","pubTime":"2025-01-14 22:03","market":"us","language":"zh","title":"礼来更新业绩指引！预计第四季度收入约为135亿美元，不及市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1156185578","media":"老虎资讯综合","summary":"1月14日，$礼来(LLY)$更新2024年收入指引，预计2024年第四季度收入约为135亿美元，2024年预计收入约为450亿美元。预计2025年收入将在580亿美元至610亿美元之间，市场预估为587.2亿美元；预计2025年收入增长将来自新药JAYPIRCA、EBGLYSS、OMVOH和KISUNLA。","content":"<html><head></head><body><p>1月14日，<a href=\"https://laohu8.com/S/LLY\">礼来</a>更新2024年收入指引，预计2024年第四季度收入约为135亿美元，市场预估140亿美元；2024年预计收入约为450亿美元。</p><p>初步预计四季度Mounjaro销售额约为35亿美元，市场预估44亿美元；初步预计四季度Zepbound销售额约为19亿美元，市场预估22亿美元。</p><p>预计2025年收入将在580亿美元至610亿美元之间，市场预估为587.2亿美元；预计2025年收入增长将来自新药JAYPIRCA、EBGLYSS、OMVOH和KISUNLA。</p><p>礼来公司预计2025年销售额增长将来自新药。</p><p>预计2025年上半年可生产可销售的胰岛素剂量将比去年同期增加至少60%。</p><p>礼来盘中下跌逾7%，创11月15日以来最大盘中跌幅。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63783afcc5f0fd757c8d9947f1de20db\" 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>礼来更新业绩指引！预计第四季度收入约为135亿美元，不及市场预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ 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}\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礼来更新业绩指引！预计第四季度收入约为135亿美元，不及市场预期\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\">2025-01-14 22:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月14日，<a href=\"https://laohu8.com/S/LLY\">礼来</a>更新2024年收入指引，预计2024年第四季度收入约为135亿美元，市场预估140亿美元；2024年预计收入约为450亿美元。</p><p>初步预计四季度Mounjaro销售额约为35亿美元，市场预估44亿美元；初步预计四季度Zepbound销售额约为19亿美元，市场预估22亿美元。</p><p>预计2025年收入将在580亿美元至610亿美元之间，市场预估为587.2亿美元；预计2025年收入增长将来自新药JAYPIRCA、EBGLYSS、OMVOH和KISUNLA。</p><p>礼来公司预计2025年销售额增长将来自新药。</p><p>预计2025年上半年可生产可销售的胰岛素剂量将比去年同期增加至少60%。</p><p>礼来盘中下跌逾7%，创11月15日以来最大盘中跌幅。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63783afcc5f0fd757c8d9947f1de20db\" 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/85675909dc6c67ee0181339c18bcfdff","relate_stocks":{"LLY":"礼来","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU0058720904.USD":"联博国际健康护理基金A","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","IE00BJJMRZ35.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (SGDHDG) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","IE00BFTCPJ56.SGD":"Janus Henderson Global Life Sciences A Acc SGD","BK4599":"减肥药","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B4R5TH58.HKD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (HKD) ACC","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156185578","content_text":"1月14日，礼来更新2024年收入指引，预计2024年第四季度收入约为135亿美元，市场预估140亿美元；2024年预计收入约为450亿美元。初步预计四季度Mounjaro销售额约为35亿美元，市场预估44亿美元；初步预计四季度Zepbound销售额约为19亿美元，市场预估22亿美元。预计2025年收入将在580亿美元至610亿美元之间，市场预估为587.2亿美元；预计2025年收入增长将来自新药JAYPIRCA、EBGLYSS、OMVOH和KISUNLA。礼来公司预计2025年销售额增长将来自新药。预计2025年上半年可生产可销售的胰岛素剂量将比去年同期增加至少60%。礼来盘中下跌逾7%，创11月15日以来最大盘中跌幅。","news_type":1},"isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370571178570024,"gmtCreate":1731510543645,"gmtModify":1731510606220,"author":{"id":"4151362569926120","authorId":"4151362569926120","name":"mgdn","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4151362569926120","authorIdStr":"4151362569926120"},"themes":[],"htmlText":"<a 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