Blackland的个人主页 - 老虎社区

Blackland

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IP属地：广东

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1主题

0勋章

08-04

$中际旭创(03308)$ 就这烂公司也值1万亿

07-16

有什么意义，ai烂大街了，偶尔用下和庞大资本开始比不算什么

港股直击｜阿里大升 5%，千问将作为AI能力集成至「Apple智能」；百度升4%，苹果与其合作开发一种基于AI的搜寻功能

07-15

$阿里巴巴(BABA)$ 直接和间接有什么不同?问题是直接更烂，就是个摆设，谁会用你千问

2025-05-10

想的都挺美，出了体力劳动抢破头，脑力将被AI替代。

2024-11-28

$美元/离岸人民币(USDCNH.FOREX)$ 经济太差，明年出口将大幅下滑，要不要保。国内再怎么刺激，保障差人不敢花钱，消费起不来，消费不是靠刺激的

08-06

$WTI原油主连 2609(CLmain)$ 越往后拖，石油越容易猛涨

07-31

$SK海力士(SKHY)$ 这种国家和市场，等着继续暴跌吧

07-30

$NQ100指数主连 2609(NQmain)$ 看看30年期美债，10年期美债，你有什么逻辑📈

08-03

$谷歌(GOOG)$ 到底是觉得谁傻，去接盘

07-15

有啥用，ai的app大把

异动解读｜阿里巴巴盘前上涨3.21%，国行苹果AI功能完成备案，合作方包括阿里

去老虎APP查看更多动态

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接盘侠，最扯淡就是这种负资产的大模型公司，看你什么时候崩塌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/594150680207720","isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569212011974709","authorId":"3569212011974709","name":"从此山水不相逢","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3569212011974709","authorIdStr":"3569212011974709"},"content":"哪个大模型不是负资产","text":"哪个大模型不是负资产","html":"哪个大模型不是负资产"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593808899015088,"gmtCreate":1785989559342,"gmtModify":1785989561249,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"<a 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越往后拖，石油越容易猛涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593808899015088","isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593803591353176,"gmtCreate":1785988329860,"gmtModify":1785988331846,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"找稳住再慢慢跑，机构那么重浮盈仓位","listText":"找稳住再慢慢跑，机构那么重浮盈仓位","text":"找稳住再慢慢跑，机构那么重浮盈仓位","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593803591353176","repostId":"2657505569","repostType":2,"repost":{"id":"2657505569","kind":"news","pubTimestamp":1785985010,"share":"https://www.laohunote.com/m/news/2657505569?lang=zh_CN&edition=full","pubTime":"2026-08-06 10:56","market":"us","language":"zh","title":"港股异动 | 中际旭创反弹超8%，获高盛增持324.51万股，业内预估“禁令”传闻落地难度大","url":"https://stock-news.laohu8.com/highlight/detail?id=2657505569","media":"智通财经","summary":"智通财经APP获悉，中际旭创(03308)反弹超11%，高见1249港元创新高。截至发稿，涨10.04%，报1228港元，成交额14.94亿港元。消息面上，尽管美国拟禁止进口中国新款光模块的传闻引发担忧，中际旭创仍低开高走，今早AH股集体反弹。有业内人士预估，即便“禁令”属实，考虑产能差距、技术迭代、原材料等因素，该禁令传闻实际落地难度大。此外，香港联交所最新数据显示，7月30日，高盛集团增持中际旭创324.51万股，每股作价946.4902港元，总金额约为30.71亿港元。增持后，高盛最新持股数目为648.78万股，好仓比例从5.95%一举提升至11.90%。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉，<a href=\"https://laohu8.com/S/300308\">中际旭创</a>(03308)反弹超 8%。消息面上，尽管美国拟禁止进口中国新款光模块的传闻引发担忧，<a href=\"https://laohu8.com/S/03308\">中际旭创</a>仍低开高走，今早AH股集体反弹。有业内人士预估，即便“禁令”属实，考虑产能差距、技术迭代、原材料等因素，该禁令传闻实际落地难度大。</p><p style=\"text-align: left;\">此外，香港联交所最新数据显示，7月30日，<a href=\"https://laohu8.com/S/GS\">高盛</a>集团增持中际旭创324.51万股，每股作价946.4902港元，总金额约为30.71亿港元。增持后，高盛最新持股数目为648.78万股，好仓比例从5.95%一举提升至11.90%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/52ab6a789486ad6fcef1915a71b220ba\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p></body></html>","source":"stock_zhitongcaijing","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>港股异动 | 中际旭创反弹超8%，获高盛增持324.51万股，业内预估“禁令”传闻落地难度大</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港股异动 | 中际旭创反弹超8%，获高盛增持324.51万股，业内预估“禁令”传闻落地难度大\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-06 10:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1476630.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中际旭创(03308)反弹超 8%。消息面上，尽管美国拟禁止进口中国新款光模块的传闻引发担忧，中际旭创仍低开高走，今早AH股集体反弹。有业内人士预估，即便“禁令”属实，考虑产能差距、技术迭代、原材料等因素，该禁令传闻实际落地难度大。此外，香港联交所最新数据显示，7月30日，高盛集团增持中际旭创324.51万股，每股作价946.4902港元，总金额约为30.71亿港元。增持后，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1476630.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/84cb4346ff2cae3b6fbabe81e4833399","relate_stocks":{"300308":"中际旭创","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0051755006.USD":"摩根大通中国A (dist)","KCAI":"KraneShares China Alpha Index ETF","LU1720050803.USD":"安联全方位中国股票基金","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0210526637.USD":"JPM CHINA \"A\" (USD) ACC","03308":"中际旭创","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1781817850.SGD":"Blackrock Systematic China A-Share 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INC","VXUS":"国际股票ETF-Vanguard","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H"},"source_url":"http://www.zhitongcaijing.com/content/detail/1476630.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2657505569","content_text":"智通财经APP获悉，中际旭创(03308)反弹超 8%。消息面上，尽管美国拟禁止进口中国新款光模块的传闻引发担忧，中际旭创仍低开高走，今早AH股集体反弹。有业内人士预估，即便“禁令”属实，考虑产能差距、技术迭代、原材料等因素，该禁令传闻实际落地难度大。此外，香港联交所最新数据显示，7月30日，高盛集团增持中际旭创324.51万股，每股作价946.4902港元，总金额约为30.71亿港元。增持后，高盛最新持股数目为648.78万股，好仓比例从5.95%一举提升至11.90%。","news_type":1,"symbols_score_info":{"300308":1.5,"GSX":0.6,"VXUS":1.5,"03308":1.5,"KCAI":1.5}},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593179724477568,"gmtCreate":1785833822428,"gmtModify":1785833824203,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"未来几十年的估值都算进去了","listText":"未来几十年的估值都算进去了","text":"未来几十年的估值都算进去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593179724477568","isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593156521567016,"gmtCreate":1785828094736,"gmtModify":1785828096682,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/300759\">$康龙化成(300759)$ </a> y医药篇子","listText":"<a href=\"https://laohu8.com/S/300759\">$康龙化成(300759)$ </a> y医药篇子","text":"$康龙化成(300759)$ y医药篇子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593156521567016","isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593129915007200,"gmtCreate":1785821595656,"gmtModify":1785821597871,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03308\">$中际旭创(03308)$ </a> 就这烂公司也值1万亿","listText":"<a href=\"https://laohu8.com/S/03308\">$中际旭创(03308)$ </a> 就这烂公司也值1万亿","text":"$中际旭创(03308)$ 就这烂公司也值1万亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/593129915007200","isVote":1,"tweetType":1,"viewCount":1097,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/e27d4b46eee1454d2bd4f83bb56ab921","crmLevel":1,"crmLevelSwitch":1,"idStr":"3498680662745699","authorIdStr":"3498680662745699"},"content":"中国没优质标的可炒，就炒这些呗，强行关联","text":"中国没优质标的可炒，就炒这些呗，强行关联","html":"中国没优质标的可炒，就炒这些呗，强行关联"},{"author":{"id":"3444337419887473","authorId":"3444337419887473","name":"丑小妖","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3444337419887473","authorIdStr":"3444337419887473"},"content":"它在全球都是好公司，美国市场也在盯着它呢","text":"它在全球都是好公司，美国市场也在盯着它呢","html":"它在全球都是好公司，美国市场也在盯着它呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":592874373231680,"gmtCreate":1785772333370,"gmtModify":1785772335159,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"为了涨而涨","listText":"为了涨而涨","text":"为了涨而涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/592874373231680","repostId":"2656790372","repostType":2,"repost":{"id":"2656790372","kind":"live","pubTimestamp":1785766493,"share":"https://www.laohunote.com/m/news/2656790372?lang=zh_CN&edition=full","pubTime":"2026-08-03 22:14","market":"us","language":"zh","title":"META上涨6.1%，微软跳升4.7%，亚马逊攀升4.6%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2656790372","media":"智通财经","summary":"META上涨6.1%，微软跳升4.7%，亚马逊攀升4.6%。","content":"<html><body><div>\n<div>\n                  META上涨6.1%，微软跳升4.7%，亚马逊攀升4.6%。                </div>\n</div></body></html>","source":"live_zhitongcaijing","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>META上涨6.1%，微软跳升4.7%，亚马逊攀升4.6%。</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\">\nMETA上涨6.1%，微软跳升4.7%，亚马逊攀升4.6%。\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-03 22:14 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>META上涨6.1%，微软跳升4.7%，亚马逊攀升4.6%。</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1228905037.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","LU0871640123.AUD":"BGF GLOBAL MULTI-ASSET INC \"A8\" (AUD HDG) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1228905540.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC 2","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1989773731.SGD":"CPR Invest - Education A2 Acc SGD-H","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY 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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微软Q4财报终结AI算力过剩争论：需求远超供给\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1076224072\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">投资观察 </p>\n<p class=\"h-time\">2026-07-31 02:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1422 ET - 微软最新财报堪称铁证，有力证明人工智能基础设施建设并未过度扩张。Benchmark分析师Yi Fu Lee在报告中指出：&#34;投资者对我们最常提出的质疑，就是担忧AI基建存在产能过剩风险。&#34;他援引Meta考虑出售闲置算力的报道为例，但Azure的亮眼表现——以43%的增速持续攀升，且需求仍远超供给能力——&#34;彻底终结了这场争论&#34;。Lee强调：&#34;公司拥有极为清晰的AI/云客户渠道洞察，任何新上线产能都能被即时消化，这本身就是最有力的证据。我们坚持认为，Azure的增长瓶颈始终在于供给能力而非需求疲软。&#34;受此提振，微软股价飙升17%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d211dd9fd12bdd4618da31cd315dba69","relate_stocks":{"LU0879622024.SGD":"Schroder ISF Global Multi-Asset Income A Dis SGD-H","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU1400636657.SGD":"Allianz Europe Income and Growth Cl AMg DIS 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22:47","market":"hk","language":"zh","title":"中概股盘中普升 理想汽车（LI）涨6.46% 外资近期密集唱多中国股市并加码布局","url":"https://stock-news.laohu8.com/highlight/detail?id=2654883095","media":"金吾财讯","summary":"7月以来，花旗、瑞银、渣打等多家外资机构集中发布研报，上调中国股市评级与盈利预期，看多下半年A股市场的机构共识持续升温。其中花旗将中国股市新兴市场配置评级由战术性中性上调至超配，渣打维持超配评级，核心逻辑涵盖国内经济复苏、企业盈利修复以及A股相对全球市场的估值优势。同时外资机构实地调研频次显著提升，集中关注电子、集成电路等硬核科技领域，持续重塑A股市场定价体系。","content":"<html><body><p>金吾财讯 | 中概股盘中普升，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>（LI）涨6.46%，<a href=\"https://laohu8.com/S/ATAT\">亚朵</a>（ATAT）涨4.47%，<a href=\"https://laohu8.com/S/HSAI\">禾赛</a>（HSAI）涨3.95%，<a href=\"https://laohu8.com/S/JD\">京东</a>（JD）涨3.68%，<a href=\"https://laohu8.com/S/NTES\">网易</a>（NTES）涨3.47%，<a href=\"https://laohu8.com/S/YUMC\">百胜中国</a>（YUMC）涨3.18%，<a href=\"https://laohu8.com/S/HTHT\">华住</a>（HTHT）涨2.99%，<a href=\"https://laohu8.com/S/TCOM\">携程网</a>（TCOM）涨2.05%。</p><p>消息面上，港股今日全天震荡走高，恒生指数盘尾发力翻红，收盘报25310.85点，涨0.41%。7月以来，花旗、瑞银、<a href=\"https://laohu8.com/S/02888\">渣打</a>等多家外资机构集中发布研报，上调中国股市评级与盈利预期，看多下半年A股市场的机构共识持续升温。其中花旗将中国股市新兴市场配置评级由战术性中性上调至超配，渣打维持超配评级，核心逻辑涵盖国内经济复苏、企业盈利修复以及A股相对全球市场的估值优势。IMF亦于7月上调中国全年经济增长预期至4.6%，国内高技术制造业与出口表现成为经济超预期的核心支撑，瑞银预计全年A股盈利增速将大幅提升，股权风险溢价持续回落。外资同步落实增配动作，2026年二季度北向资金持股数量环比增加超40亿股，总持股市值达3.13万亿元，创下互联互通机制单季新高。资金布局呈现明显结构性特征，硬科技赛道成为核心配置方向，北向资金重仓前十企业中硬科技标的占比七成，头部席位全部由科创企业占据。同时外资机构实地调研频次显著提升，集中关注电子、集成电路等硬核科技领域，持续重塑A股市场定价体系。</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>中概股盘中普升 理想汽车（LI）涨6.46% 外资近期密集唱多中国股市并加码布局</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; 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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中概股盘中普升 理想汽车（LI）涨6.46% 外资近期密集唱多中国股市并加码布局\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-07-28 22:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 中概股盘中普升，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>（LI）涨6.46%，<a href=\"https://laohu8.com/S/ATAT\">亚朵</a>（ATAT）涨4.47%，<a href=\"https://laohu8.com/S/HSAI\">禾赛</a>（HSAI）涨3.95%，<a href=\"https://laohu8.com/S/JD\">京东</a>（JD）涨3.68%，<a href=\"https://laohu8.com/S/NTES\">网易</a>（NTES）涨3.47%，<a href=\"https://laohu8.com/S/YUMC\">百胜中国</a>（YUMC）涨3.18%，<a href=\"https://laohu8.com/S/HTHT\">华住</a>（HTHT）涨2.99%，<a href=\"https://laohu8.com/S/TCOM\">携程网</a>（TCOM）涨2.05%。</p><p>消息面上，港股今日全天震荡走高，恒生指数盘尾发力翻红，收盘报25310.85点，涨0.41%。7月以来，花旗、瑞银、<a href=\"https://laohu8.com/S/02888\">渣打</a>等多家外资机构集中发布研报，上调中国股市评级与盈利预期，看多下半年A股市场的机构共识持续升温。其中花旗将中国股市新兴市场配置评级由战术性中性上调至超配，渣打维持超配评级，核心逻辑涵盖国内经济复苏、企业盈利修复以及A股相对全球市场的估值优势。IMF亦于7月上调中国全年经济增长预期至4.6%，国内高技术制造业与出口表现成为经济超预期的核心支撑，瑞银预计全年A股盈利增速将大幅提升，股权风险溢价持续回落。外资同步落实增配动作，2026年二季度北向资金持股数量环比增加超40亿股，总持股市值达3.13万亿元，创下互联互通机制单季新高。资金布局呈现明显结构性特征，硬科技赛道成为核心配置方向，北向资金重仓前十企业中硬科技标的占比七成，头部席位全部由科创企业占据。同时外资机构实地调研频次显著提升，集中关注电子、集成电路等硬核科技领域，持续重塑A股市场定价体系。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20210625/OGIwZDQyMDYwMGIwOWQ1NTkxMDE1Mzc1NTA2MDQ=.jpg","relate_stocks":{"LI":"理想汽车","BK4551":"寇图资本持仓","BK4588":"碎股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4099":"汽车制造商","BK4585":"ETF&股票定投概念","BK4526":"热门中概股","02015":"理想汽车-W","BK4563":"昨日强势股","BK4548":"巴美列捷福持仓","BK4503":"景林资产持仓","BK4555":"新能源车"},"source_url":"303134","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2654883095","content_text":"金吾财讯 | 中概股盘中普升，理想汽车（LI）涨6.46%，亚朵（ATAT）涨4.47%，禾赛（HSAI）涨3.95%，京东（JD）涨3.68%，网易（NTES）涨3.47%，百胜中国（YUMC）涨3.18%，华住（HTHT）涨2.99%，携程网（TCOM）涨2.05%。消息面上，港股今日全天震荡走高，恒生指数盘尾发力翻红，收盘报25310.85点，涨0.41%。7月以来，花旗、瑞银、渣打等多家外资机构集中发布研报，上调中国股市评级与盈利预期，看多下半年A股市场的机构共识持续升温。其中花旗将中国股市新兴市场配置评级由战术性中性上调至超配，渣打维持超配评级，核心逻辑涵盖国内经济复苏、企业盈利修复以及A股相对全球市场的估值优势。IMF亦于7月上调中国全年经济增长预期至4.6%，国内高技术制造业与出口表现成为经济超预期的核心支撑，瑞银预计全年A股盈利增速将大幅提升，股权风险溢价持续回落。外资同步落实增配动作，2026年二季度北向资金持股数量环比增加超40亿股，总持股市值达3.13万亿元，创下互联互通机制单季新高。资金布局呈现明显结构性特征，硬科技赛道成为核心配置方向，北向资金重仓前十企业中硬科技标的占比七成，头部席位全部由科创企业占据。同时外资机构实地调研频次显著提升，集中关注电子、集成电路等硬核科技领域，持续重塑A股市场定价体系。","news_type":1,"symbols_score_info":{"EVS.SI":0.6,"LI":1.98,"02015":1.98}},"isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586459193729544,"gmtCreate":1784210029997,"gmtModify":1784210032500,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$ </a> 业绩差的很多哈","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$ </a> 业绩差的很多哈","text":"$百度(BIDU)$ 业绩差的很多哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586459193729544","isVote":1,"tweetType":1,"viewCount":914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586552554094656,"gmtCreate":1784174195191,"gmtModify":1784174197222,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"可以卖了，没有成长性，且卷到天上","listText":"可以卖了，没有成长性，且卷到天上","text":"可以卖了，没有成长性，且卷到天上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586552554094656","repostId":"2651418855","repostType":2,"repost":{"id":"2651418855","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1784172339,"share":"https://www.laohunote.com/m/news/2651418855?lang=zh_CN&edition=full","pubTime":"2026-07-16 11:25","market":"nz","language":"zh","title":"创业板跌超2%，半导体、算力硬件持续调整，存储龙头再跌停，恒科指大涨超3%，科网股全线大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2651418855","media":"华尔街见闻","summary":"PCB概念股低开高走，逸豪新材20cm涨停，景旺电子、贤丰控股涨停。CPO概念震荡调整，长芯博创跌超12%，光库科技、太辰光、天孚通信、仕佳光子、烽火通信集体下挫。","content":"<html><body><p>7月16日，A股早盘低开低走，三大股指盘初扩大跌幅，沪指、深成指跌超1%，创业板跌超2%，盘中短暂回升，科创50一度翻红，随后股指再度下挫。半导体、算力硬件产业链持续调整，存储芯片、先进封装、HBM、半导体设备等概念股纷纷下挫，AI应用、消费电子等反弹。</p>\n<p>港股高开高走，恒指、恒科指盘初双双拉升，恒指涨2%，恒科指大涨超3%，科网股集体拉升，<a href=\"https://laohu8.com/S/09988\">阿里</a>、<a href=\"https://laohu8.com/S/MPNGY\">美团</a>、<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/01024\">快手</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>等悉数反弹，跟随隔夜中概股涨势，芯片半导体亦持续下挫，<a href=\"https://laohu8.com/S/603986\">兆易创新</a>跌超10%。</p>\n<p>债市方面，国债期货全线下跌。商品方面，国内商品期货普遍走低。核心市场走势：</p>\n<blockquote>\n<p><strong>A股</strong>：截至发稿，沪指跌0.96%，深成指跌1.08%，创业板指跌2.01%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/baf9c038-64ba-4c51-b949-f4cf1d7417ce.png\"/></p>\n<p><strong>港股</strong>：截至发稿，恒指涨2.04%，恒科指涨3.54%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/b301a550-4721-4490-ae73-bb35117b3add.png\"/></p>\n<p><strong>债市</strong>：国债期货全线下跌，截至发稿，30年期主力合约跌0.13%，10年期主力合约跌0.04%，5年期主力合约跌0.04%，2年期主力合约跌0.02%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/f338e109-859d-4ee3-9bb6-7ff7b8425af7.png\"/></p>\n<p><strong>商品</strong>：国内商品期货普跌，截至发稿，铂金涨2%，菜籽、钯金、豆粕、沪镍、工业硅、不锈钢、橡胶、热轧卷板、螺纹钢、原油等品种上涨，集运指数、铁矿石、沪铝、锰硅、氧化铝、沪铜、焦煤、沪金、焦炭、沥青等纷纷走低，纸浆、烧碱、鸡蛋、玻璃、多晶硅均跌超1%，沪锡、碳酸锂、沪银跌超2%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/406bd276-ac2b-45ed-b54d-a05dbfde61e3.png\"/></p>\n</blockquote>\n<p><strong>11:15</strong></p>\n<p>存储芯片概念延续调整，千亿市值龙头<a href=\"https://laohu8.com/S/001309\">德明利</a>连续2日跌停，<a href=\"https://laohu8.com/S/301379\">天山电子</a>跌超10%，<a href=\"https://laohu8.com/S/300666\">江丰电子</a>、<a href=\"https://laohu8.com/S/002185\">华天科技</a>、<a href=\"https://laohu8.com/S/688008\">澜起科技</a>、兆易创新等跌幅靠前。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/d5075b36-bc66-40c9-8a72-b72ca51aa733.png\"/></p>\n<p>消息面，韩股存储巨头<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>跌近12%、<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>跌逾9%。</p>\n<p>隔夜美股芯片股多数下跌，费城半导体指数跌2.08%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌超8%，<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>跌逾7%，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>跌超4%，超威半导体跌逾3%。</p>\n<p><strong>10:50</strong></p>\n<p>锂电池概念震荡反弹，<a href=\"https://laohu8.com/S/688353\">华盛锂电</a>涨超10%，此前孚日股份涨停，富祥股份、滨海能源、<a href=\"https://laohu8.com/S/300530\">领湃科技</a>、珠海冠宇、海科新源跟涨。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/761fddd4-24c7-4e44-b2b5-859e8c28b5c4.png\"/></p>\n<p><strong>10:01</strong></p>\n<p>科创50指数拉升翻红，此前一度跌近4.3%。AI手机、影视传媒、消费电子等方向涨幅居前，沪深京三市上涨个股近2700只。</p>\n<p><strong>09:58</strong></p>\n<p>科创50指数拉升翻红，此前一度跌超4%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/92a59809-780f-4985-9849-e172e3dc7eed.png\"/></p>\n<p><strong>09:50</strong></p>\n<p>AI手机概念持续活跃，带动端侧AI概念整体走强，<a href=\"https://laohu8.com/S/000676\">智度股份</a>直线涨停走出2连板，此前<a href=\"https://laohu8.com/S/300968\">格林精密</a>、<a href=\"https://laohu8.com/S/600203\">福日电子</a>、<a href=\"https://laohu8.com/S/002045\">国光电器</a>、<a href=\"https://laohu8.com/S/603327\">福蓉科技</a>等涨停，豪声电子、慧为智能、<a href=\"https://laohu8.com/S/300805\">电声股份</a>、泓禧科技均涨超10%。</p>\n<p>消息面，据界面新闻报道，字节跳动联合中兴努比亚打造的首款 AI 智能体手机（ “豆包 AI 智能体手机”）今年将有多款机型发布，其中一款将于 2026 世界人工智能大会期间亮相，其整体备货约20万台，首批备货10万台以内。</p>\n<p><strong>09:48</strong></p>\n<p>PCB概念股低开高走，<a href=\"https://laohu8.com/S/301176\">逸豪新材</a>20cm涨停，<a href=\"https://laohu8.com/S/603228\">景旺电子</a>、贤丰控股涨停。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/ed5a2c41-4a07-42d7-acdd-dd798f96f3cf.png\"/></p>\n<p>CPO概念震荡调整，<a href=\"https://laohu8.com/S/300548\">长芯博创</a>跌超12%，<a href=\"https://laohu8.com/S/300620\">光库科技</a>、太辰光、<a href=\"https://laohu8.com/S/300394\">天孚通信</a>、仕佳光子、烽火通信集体下挫。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/3ff9686b-7e50-41af-bc2c-e228b39ff109.png\"/></p>\n<p><strong>09:37</strong></p>\n<p>恒生科技指数涨超2%，商汤、阿里巴巴涨超5%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/1d3a32e9-0db1-4a27-bca7-b31533ab1095.png\"/></p>\n<p><strong>09:35</strong></p>\n<p>创业板指、科创50均跌超3%，沪指跌1.2%，深成指跌2.32%，半导体芯片、算力硬件等方向跌幅居前，沪深京三市下跌个股近3600只。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/bae05e5d-4b22-45a7-b8a3-34318b30af41.png\"/></p>\n<p><strong>09:31</strong></p>\n<p>恒指、恒生科技指数均涨超1%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/45e50dcd-41d0-444b-9f71-1e1d1189a22d.png\"/></p>\n<p><strong>09:26</strong></p>\n<p>上证指数低开1.09%，创业板指跌2.48%。半导体、算力硬件产业链持续调整，存储器、PCB、先进封装、CPO方向领跌，工业气体、GPU、玻璃纤维、光刻机概念股跌幅靠前。市场逾4200股下跌。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/11163114-3b24-4590-af95-bef60e0fced0.png\"/></p>\n<p><strong>09:21</strong></p>\n<p>恒生指数高开0.58%，恒生科技指数涨0.15%。<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、小鹏集团、<a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨幅居前；<a href=\"https://laohu8.com/S/02513\">智谱</a>跌逾7%，联想集团、<a href=\"https://laohu8.com/S/688347\">华虹宏力</a>、MINIMAX、<a href=\"https://laohu8.com/S/688981\">中芯国际</a>跌幅靠前。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/4d24c1bf-eed2-423d-8c83-d41d65674cb3.png\"/></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>创业板跌超2%，半导体、算力硬件持续调整，存储龙头再跌停，恒科指大涨超3%，科网股全线大涨</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创业板跌超2%，半导体、算力硬件持续调整，存储龙头再跌停，恒科指大涨超3%，科网股全线大涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-16 11:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>7月16日，A股早盘低开低走，三大股指盘初扩大跌幅，沪指、深成指跌超1%，创业板跌超2%，盘中短暂回升，科创50一度翻红，随后股指再度下挫。半导体、算力硬件产业链持续调整，存储芯片、先进封装、HBM、半导体设备等概念股纷纷下挫，AI应用、消费电子等反弹。</p>\n<p>港股高开高走，恒指、恒科指盘初双双拉升，恒指涨2%，恒科指大涨超3%，科网股集体拉升，<a href=\"https://laohu8.com/S/09988\">阿里</a>、<a href=\"https://laohu8.com/S/MPNGY\">美团</a>、<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/01024\">快手</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>等悉数反弹，跟随隔夜中概股涨势，芯片半导体亦持续下挫，<a href=\"https://laohu8.com/S/603986\">兆易创新</a>跌超10%。</p>\n<p>债市方面，国债期货全线下跌。商品方面，国内商品期货普遍走低。核心市场走势：</p>\n<blockquote>\n<p><strong>A股</strong>：截至发稿，沪指跌0.96%，深成指跌1.08%，创业板指跌2.01%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/baf9c038-64ba-4c51-b949-f4cf1d7417ce.png\"/></p>\n<p><strong>港股</strong>：截至发稿，恒指涨2.04%，恒科指涨3.54%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/b301a550-4721-4490-ae73-bb35117b3add.png\"/></p>\n<p><strong>债市</strong>：国债期货全线下跌，截至发稿，30年期主力合约跌0.13%，10年期主力合约跌0.04%，5年期主力合约跌0.04%，2年期主力合约跌0.02%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/f338e109-859d-4ee3-9bb6-7ff7b8425af7.png\"/></p>\n<p><strong>商品</strong>：国内商品期货普跌，截至发稿，铂金涨2%，菜籽、钯金、豆粕、沪镍、工业硅、不锈钢、橡胶、热轧卷板、螺纹钢、原油等品种上涨，集运指数、铁矿石、沪铝、锰硅、氧化铝、沪铜、焦煤、沪金、焦炭、沥青等纷纷走低，纸浆、烧碱、鸡蛋、玻璃、多晶硅均跌超1%，沪锡、碳酸锂、沪银跌超2%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/406bd276-ac2b-45ed-b54d-a05dbfde61e3.png\"/></p>\n</blockquote>\n<p><strong>11:15</strong></p>\n<p>存储芯片概念延续调整，千亿市值龙头<a href=\"https://laohu8.com/S/001309\">德明利</a>连续2日跌停，<a href=\"https://laohu8.com/S/301379\">天山电子</a>跌超10%，<a href=\"https://laohu8.com/S/300666\">江丰电子</a>、<a href=\"https://laohu8.com/S/002185\">华天科技</a>、<a href=\"https://laohu8.com/S/688008\">澜起科技</a>、兆易创新等跌幅靠前。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/d5075b36-bc66-40c9-8a72-b72ca51aa733.png\"/></p>\n<p>消息面，韩股存储巨头<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>跌近12%、<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>跌逾9%。</p>\n<p>隔夜美股芯片股多数下跌，费城半导体指数跌2.08%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌超8%，<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>跌逾7%，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>跌超4%，超威半导体跌逾3%。</p>\n<p><strong>10:50</strong></p>\n<p>锂电池概念震荡反弹，<a href=\"https://laohu8.com/S/688353\">华盛锂电</a>涨超10%，此前孚日股份涨停，富祥股份、滨海能源、<a href=\"https://laohu8.com/S/300530\">领湃科技</a>、珠海冠宇、海科新源跟涨。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/761fddd4-24c7-4e44-b2b5-859e8c28b5c4.png\"/></p>\n<p><strong>10:01</strong></p>\n<p>科创50指数拉升翻红，此前一度跌近4.3%。AI手机、影视传媒、消费电子等方向涨幅居前，沪深京三市上涨个股近2700只。</p>\n<p><strong>09:58</strong></p>\n<p>科创50指数拉升翻红，此前一度跌超4%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/92a59809-780f-4985-9849-e172e3dc7eed.png\"/></p>\n<p><strong>09:50</strong></p>\n<p>AI手机概念持续活跃，带动端侧AI概念整体走强，<a href=\"https://laohu8.com/S/000676\">智度股份</a>直线涨停走出2连板，此前<a href=\"https://laohu8.com/S/300968\">格林精密</a>、<a href=\"https://laohu8.com/S/600203\">福日电子</a>、<a href=\"https://laohu8.com/S/002045\">国光电器</a>、<a href=\"https://laohu8.com/S/603327\">福蓉科技</a>等涨停，豪声电子、慧为智能、<a href=\"https://laohu8.com/S/300805\">电声股份</a>、泓禧科技均涨超10%。</p>\n<p>消息面，据界面新闻报道，字节跳动联合中兴努比亚打造的首款 AI 智能体手机（ “豆包 AI 智能体手机”）今年将有多款机型发布，其中一款将于 2026 世界人工智能大会期间亮相，其整体备货约20万台，首批备货10万台以内。</p>\n<p><strong>09:48</strong></p>\n<p>PCB概念股低开高走，<a href=\"https://laohu8.com/S/301176\">逸豪新材</a>20cm涨停，<a href=\"https://laohu8.com/S/603228\">景旺电子</a>、贤丰控股涨停。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/ed5a2c41-4a07-42d7-acdd-dd798f96f3cf.png\"/></p>\n<p>CPO概念震荡调整，<a href=\"https://laohu8.com/S/300548\">长芯博创</a>跌超12%，<a href=\"https://laohu8.com/S/300620\">光库科技</a>、太辰光、<a href=\"https://laohu8.com/S/300394\">天孚通信</a>、仕佳光子、烽火通信集体下挫。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/3ff9686b-7e50-41af-bc2c-e228b39ff109.png\"/></p>\n<p><strong>09:37</strong></p>\n<p>恒生科技指数涨超2%，商汤、阿里巴巴涨超5%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/1d3a32e9-0db1-4a27-bca7-b31533ab1095.png\"/></p>\n<p><strong>09:35</strong></p>\n<p>创业板指、科创50均跌超3%，沪指跌1.2%，深成指跌2.32%，半导体芯片、算力硬件等方向跌幅居前，沪深京三市下跌个股近3600只。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/bae05e5d-4b22-45a7-b8a3-34318b30af41.png\"/></p>\n<p><strong>09:31</strong></p>\n<p>恒指、恒生科技指数均涨超1%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/45e50dcd-41d0-444b-9f71-1e1d1189a22d.png\"/></p>\n<p><strong>09:26</strong></p>\n<p>上证指数低开1.09%，创业板指跌2.48%。半导体、算力硬件产业链持续调整，存储器、PCB、先进封装、CPO方向领跌，工业气体、GPU、玻璃纤维、光刻机概念股跌幅靠前。市场逾4200股下跌。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/11163114-3b24-4590-af95-bef60e0fced0.png\"/></p>\n<p><strong>09:21</strong></p>\n<p>恒生指数高开0.58%，恒生科技指数涨0.15%。<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、小鹏集团、<a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨幅居前；<a href=\"https://laohu8.com/S/02513\">智谱</a>跌逾7%，联想集团、<a href=\"https://laohu8.com/S/688347\">华虹宏力</a>、MINIMAX、<a href=\"https://laohu8.com/S/688981\">中芯国际</a>跌幅靠前。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/4d24c1bf-eed2-423d-8c83-d41d65674cb3.png\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"399006":"创业板指","BK0201":"可转债","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","03417":"AGX恒科备兑","03032":"恒生科技ETF","03088":"华夏恒生科技","09088":"华夏恒生科技-U","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","HSI":"恒生指数","03033":"南方恒生科技","09067":"安硕恒生科技-U","07552":"南方两倍做空恒科","HSTECH":"恒生科技指数","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","000001":"平安银行","BK0028":"国家队","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK0278":"货币金融","LU1226287529.USD":"UBS (LUX) KEY SELECTION SICAV - CHINA ALLOCATION  OPPORTUNITY (USD) \"P\" (USD) ACC","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","07226":"南方两倍做多恒科","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","03423":"招商恒生科技","02837":"GX恒生科技","BK0183":"MSCI概念","07234":"博时两倍做多中国创业板","BK0188":"融资融券","03067":"安硕恒生科技","BK0012":"证金概念","03147":"X南方中创业","BK0187":"一线龙头","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC"},"source_url":"https://wallstreetcn.com/articles/3777077","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2651418855","content_text":"7月16日，A股早盘低开低走，三大股指盘初扩大跌幅，沪指、深成指跌超1%，创业板跌超2%，盘中短暂回升，科创50一度翻红，随后股指再度下挫。半导体、算力硬件产业链持续调整，存储芯片、先进封装、HBM、半导体设备等概念股纷纷下挫，AI应用、消费电子等反弹。\n港股高开高走，恒指、恒科指盘初双双拉升，恒指涨2%，恒科指大涨超3%，科网股集体拉升，阿里、美团、腾讯、快手、京东等悉数反弹，跟随隔夜中概股涨势，芯片半导体亦持续下挫，兆易创新跌超10%。\n债市方面，国债期货全线下跌。商品方面，国内商品期货普遍走低。核心市场走势：\n\nA股：截至发稿，沪指跌0.96%，深成指跌1.08%，创业板指跌2.01%。\n\n港股：截至发稿，恒指涨2.04%，恒科指涨3.54%。\n\n债市：国债期货全线下跌，截至发稿，30年期主力合约跌0.13%，10年期主力合约跌0.04%，5年期主力合约跌0.04%，2年期主力合约跌0.02%。\n\n商品：国内商品期货普跌，截至发稿，铂金涨2%，菜籽、钯金、豆粕、沪镍、工业硅、不锈钢、橡胶、热轧卷板、螺纹钢、原油等品种上涨，集运指数、铁矿石、沪铝、锰硅、氧化铝、沪铜、焦煤、沪金、焦炭、沥青等纷纷走低，纸浆、烧碱、鸡蛋、玻璃、多晶硅均跌超1%，沪锡、碳酸锂、沪银跌超2%。\n\n\n11:15\n存储芯片概念延续调整，千亿市值龙头德明利连续2日跌停，天山电子跌超10%，江丰电子、华天科技、澜起科技、兆易创新等跌幅靠前。\n\n消息面，韩股存储巨头SK海力士跌近12%、三星电子跌逾9%。\n隔夜美股芯片股多数下跌，费城半导体指数跌2.08%，美光科技跌超8%，迈威尔科技跌逾7%，英特尔跌超4%，超威半导体跌逾3%。\n10:50\n锂电池概念震荡反弹，华盛锂电涨超10%，此前孚日股份涨停，富祥股份、滨海能源、领湃科技、珠海冠宇、海科新源跟涨。\n\n10:01\n科创50指数拉升翻红，此前一度跌近4.3%。AI手机、影视传媒、消费电子等方向涨幅居前，沪深京三市上涨个股近2700只。\n09:58\n科创50指数拉升翻红，此前一度跌超4%。\n\n09:50\nAI手机概念持续活跃，带动端侧AI概念整体走强，智度股份直线涨停走出2连板，此前格林精密、福日电子、国光电器、福蓉科技等涨停，豪声电子、慧为智能、电声股份、泓禧科技均涨超10%。\n消息面，据界面新闻报道，字节跳动联合中兴努比亚打造的首款 AI 智能体手机（ “豆包 AI 智能体手机”）今年将有多款机型发布，其中一款将于 2026 世界人工智能大会期间亮相，其整体备货约20万台，首批备货10万台以内。\n09:48\nPCB概念股低开高走，逸豪新材20cm涨停，景旺电子、贤丰控股涨停。\n\nCPO概念震荡调整，长芯博创跌超12%，光库科技、太辰光、天孚通信、仕佳光子、烽火通信集体下挫。\n\n09:37\n恒生科技指数涨超2%，商汤、阿里巴巴涨超5%。\n\n09:35\n创业板指、科创50均跌超3%，沪指跌1.2%，深成指跌2.32%，半导体芯片、算力硬件等方向跌幅居前，沪深京三市下跌个股近3600只。\n\n09:31\n恒指、恒生科技指数均涨超1%。\n\n09:26\n上证指数低开1.09%，创业板指跌2.48%。半导体、算力硬件产业链持续调整，存储器、PCB、先进封装、CPO方向领跌，工业气体、GPU、玻璃纤维、光刻机概念股跌幅靠前。市场逾4200股下跌。\n\n09:21\n恒生指数高开0.58%，恒生科技指数涨0.15%。阿里巴巴、小鹏集团、舜宇光学科技、哔哩哔哩涨幅居前；智谱跌逾7%，联想集团、华虹宏力、MINIMAX、中芯国际跌幅靠前。","news_type":1,"symbols_score_info":{"399006":1.95,"03033":0.6,"000001":1.92,"03147":0.6,"03067":0.6,"03088":0.6,"09088":0.6,"HSI":1.95,"HSTECH":1.95,"03417":0.6,"07226":0.6,"09067":0.6,"03423":0.6,"03032":0.6,"02837":0.6,"07234":0.6,"07552":0.6}},"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586284539110424,"gmtCreate":1784167309612,"gmtModify":1784167311995,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"有什么意义，ai烂大街了，偶尔用下和庞大资本开始比不算什么","listText":"有什么意义，ai烂大街了，偶尔用下和庞大资本开始比不算什么","text":"有什么意义，ai烂大街了，偶尔用下和庞大资本开始比不算什么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586284539110424","repostId":"1154332615","repostType":2,"repost":{"id":"1154332615","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":1784165888,"share":"https://www.laohunote.com/m/news/1154332615?lang=zh_CN&edition=full","pubTime":"2026-07-16 09:38","market":"hk","language":"zh","title":"港股直击｜阿里大升 5%，千问将作为AI能力集成至「Apple智能」；百度升4%，苹果与其合作开发一种基于AI的搜寻功能","url":"https://stock-news.laohu8.com/highlight/detail?id=1154332615","media":"老虎资讯综合","summary":"阿里巴巴  的千问将作为AI能力集成至苹果公司的「Apple智能」，为 iOS、iPadOS、macOS和visionOS的中国用户带来智能体验。报道引述阿里回应称，用户无需在应用间切换，即可在苹果设备上直接体验千问的文本与图像理解、内容生成等能力。另有报道指出，苹果还正与百度 合作开发一种基于AI的搜寻功能，作为「苹果智能」功能套件的一部分。阿里巴巴股价高开2.5%，开报116.2元；百度升1.2%，报108.8元。","content":"<html><head></head><body><p style=\"text-align: left;\">阿里巴巴股价大升 5%，千问将作为AI能力集成至「Apple智能」；百度升 4%，苹果与其合作开发一种基于AI的搜寻功能。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9c5efed2281d7851c45a27561e21c4a9\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">阿里巴巴 （09988） 的千问将作为AI能力集成至苹果公司（美：AAPL）的「Apple智能」，为 iOS、iPadOS、macOS和visionOS的中国用户带来智能体验。报道引述阿里回应称，用户无需在应用间切换，即可在苹果设备上直接体验千问的文本与图像理解、内容生成等能力。</p><p style=\"text-align: left;\">另有报道指出，苹果还正与百度 （09888）合作开发一种基于AI的搜寻功能，作为「苹果智能」（Apple Intelligence）功能套件的一部分。该功能可处理图像和文字内容，并将升级成适用于中国市场的Siri语音助手。</p><p style=\"text-align: left;\">阿里巴巴股价高开2.5%，开报116.2元；百度升1.2%，报108.8元。</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>港股直击｜阿里大升 5%，千问将作为AI能力集成至「Apple智能」；百度升4%，苹果与其合作开发一种基于AI的搜寻功能</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; 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09:38</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;\">阿里巴巴股价大升 5%，千问将作为AI能力集成至「Apple智能」；百度升 4%，苹果与其合作开发一种基于AI的搜寻功能。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9c5efed2281d7851c45a27561e21c4a9\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">阿里巴巴 （09988） 的千问将作为AI能力集成至苹果公司（美：AAPL）的「Apple智能」，为 iOS、iPadOS、macOS和visionOS的中国用户带来智能体验。报道引述阿里回应称，用户无需在应用间切换，即可在苹果设备上直接体验千问的文本与图像理解、内容生成等能力。</p><p style=\"text-align: left;\">另有报道指出，苹果还正与百度 （09888）合作开发一种基于AI的搜寻功能，作为「苹果智能」（Apple Intelligence）功能套件的一部分。该功能可处理图像和文字内容，并将升级成适用于中国市场的Siri语音助手。</p><p style=\"text-align: left;\">阿里巴巴股价高开2.5%，开报116.2元；百度升1.2%，报108.8元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"09888":"百度集团-SW","09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154332615","content_text":"阿里巴巴股价大升 5%，千问将作为AI能力集成至「Apple智能」；百度升 4%，苹果与其合作开发一种基于AI的搜寻功能。阿里巴巴 （09988） 的千问将作为AI能力集成至苹果公司（美：AAPL）的「Apple智能」，为 iOS、iPadOS、macOS和visionOS的中国用户带来智能体验。报道引述阿里回应称，用户无需在应用间切换，即可在苹果设备上直接体验千问的文本与图像理解、内容生成等能力。另有报道指出，苹果还正与百度 （09888）合作开发一种基于AI的搜寻功能，作为「苹果智能」（Apple Intelligence）功能套件的一部分。该功能可处理图像和文字内容，并将升级成适用于中国市场的Siri语音助手。阿里巴巴股价高开2.5%，开报116.2元；百度升1.2%，报108.8元。","news_type":1,"symbols_score_info":{"09888":2,"09988":2}},"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586115004436568,"gmtCreate":1784125902872,"gmtModify":1784125904933,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"都烂大街了，什么枸皮ai","listText":"都烂大街了，什么枸皮ai","text":"都烂大街了，什么枸皮ai","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586115004436568","repostId":"1178794202","repostType":2,"repost":{"id":"1178794202","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1784103181,"share":"https://www.laohunote.com/m/news/1178794202?lang=zh_CN&edition=full","pubTime":"2026-07-15 16:13","market":"us","language":"zh","title":"7款手机AI获备案：苹果智能牵手阿里千问，努比亚豆包也在列","url":"https://stock-news.laohu8.com/highlight/detail?id=1178794202","media":"华尔街见闻","summary":"7月15日，促进生成式人工智能服务创新发展和规范应用，网信部门会同有关部门按照《生成式人工智能服务管理暂行办法》要求，有序开展生成式人工智能服务备案工作，现将新增的“Apple智能”等7款提供手机端侧生成式人工智能服务备案信息予以公告。其中包括，苹果智能、华为小艺、vivo蓝心、小米澎湃及努比亚豆包大模型。","content":"<html><head></head><body><blockquote><p>7月15日，网信办发布新一批手机端侧生成式AI服务备案名单，华为小艺、OPPO AndesGPT、努比亚豆包等7款产品集体获批。据报道，苹果将与阿里千问合作提供本地化服务。备案虽为苹果扫清了关键监管障碍，但最终全面上线仍需完成最后的技术适配。</p></blockquote><p style=\"text-align: justify;\">苹果在中国推进人工智能业务终于迈出关键一步。</p><p style=\"text-align: justify;\">7月15日，国家互联网信息办公室发布新一批手机端侧生成式人工智能服务备案名单，<strong>共有7款AI产品获批</strong>，<strong>涵盖苹果“Apple智能”、华为小艺大模型、OPPO AndesGPT及努比亚豆包手机大模型等。</strong></p><p style=\"text-align: justify;\">其中，由苹果技术开发（上海）有限公司申报的“Apple智能”已于7月8日正式通过备案，适用场景为苹果手机。<strong>这标志着苹果在国内面临的AI合规问题终于迈过最关键的一道监管门槛，国行版Apple Intelligence（苹果智能）距离正式上线再进一步。</strong></p><p style=\"text-align: justify;\">不过，备案并不意味着立即商用。就在同一天，据彭博记者Mark Gurman透露，苹果面向中国大陆iPhone用户的Apple Intelligence测试版曾短暂开放约一小时，随后被官方迅速撤回，显示<strong>产品距离正式发布仍有最后的合规和技术调整工作。</strong></p><p style=\"text-align: justify;\">对于苹果而言，AI功能被普遍视为提升新机竞争力的重要筹码，而此次备案获批，也意味着苹果等待近两年的中国AI落地终于迎来实质性突破。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/23babdaba47e31f8d1b6d2591fdfcfcd\" tg-width=\"1024\" tg-height=\"954\"/></p><h2 id=\"id_1143359620\">国行Apple Intelligence完成备案</h2><p style=\"text-align: justify;\">根据网信办公告，本次共有7款手机端侧生成式人工智能服务完成备案，&#34;Apple智能&#34;位列其中。</p><p style=\"text-align: justify;\">按照《生成式人工智能服务管理暂行办法》，生成式AI产品向公众提供服务前需完成备案，因此此次获批意味着苹果已经取得正式上线所需的重要监管资格，为后续面向消费者开放功能扫清了关键障碍。</p><p style=\"text-align: justify;\">上海市网信办同日公布的信息显示，截至7月15日，上海累计已有171款生成式人工智能服务完成备案。</p><p style=\"text-align: justify;\">值得关注的是，据报道，<strong>苹果此次中国AI服务的合作方包括阿里巴巴。</strong>此前，阿里巴巴集团董事长蔡崇信曾公开表示，苹果与中国多家公司进行了沟通，最终选择与阿里合作，为中国用户提供AI能力支持。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c98993c84cf0ab11d192957b79eaba4f\" tg-width=\"1024\" tg-height=\"333\"/></p><h2 id=\"id_3522276297\">测试版意外现身，又迅速下线</h2><p style=\"text-align: justify;\">今年三月底，苹果还出现了一次&#34;意外泄露&#34;。</p><p style=\"text-align: justify;\">据彭博记者Mark Gurman报道，<strong>苹果近日曾短暂向部分中国大陆iPhone用户推送Apple Intelligence Beta版本，开放时间约一小时后便紧急关闭。</strong>目前，已经成功开启功能的用户仍可继续使用，而绝大多数用户已无法再次激活。</p><p style=\"text-align: justify;\">Gurman表示，此次推送并非配合当天发布的iOS 26.5首个测试版进行，也不是正式上线计划的一部分，更像是一次提前开放后迅速回收的测试。</p><p style=\"text-align: justify;\">根据已经体验到该功能的用户反馈，国行Apple Intelligence需要运行iOS 26.4及以上版本，并搭配iPhone 15 Pro系列及更新机型，同时登录中国区Apple ID。首次启用后，系统会下载约9.5GB本地模型，<strong>目前可使用实时翻译、视觉智能、照片消除、写作工具以及AI图片生成等功能。</strong></p><h2 id=\"id_3356544882\">为何仍未正式开放？</h2><p style=\"text-align: justify;\">虽然备案已经完成，但苹果距离正式发布仍有最后一道关。</p><p style=\"text-align: justify;\">据报道，<strong>目前国行版Apple Intelligence部分图片识别功能仍依赖谷歌反向图片搜索，而谷歌相关服务无法在中国大陆正常使用，这一技术方案仍需进一步调整以满足本地监管要求。</strong></p><p style=\"text-align: justify;\">此外，国行版Apple Intelligence采用本地化方案，业内普遍认为，其核心大模型能力主要来自国内合作伙伴，海外版本所依赖的部分AI能力也需要完成本地替代和适配。</p><p style=\"text-align: justify;\">因此，备案完成意味着监管层面的&#34;准入证&#34;已经拿到，但苹果仍需完成最后的产品优化和合规调整，才能正式向所有国行用户开放。</p><h2 id=\"id_3776544917\">苹果中国AI进入最后冲刺</h2><p style=\"text-align: justify;\">Apple Intelligence最初于2024年全球开发者大会（WWDC）发布，但由于监管和本地化原因，中国市场始终未能同步上线。相比海外用户，国行iPhone用户已等待近两年。</p><p style=\"text-align: justify;\">对于苹果而言，中国不仅是全球最重要的智能手机市场之一，也是AI战略不可缺少的一环。随着监管备案完成，本地合作方案逐步落地，Apple Intelligence在中国全面上线已进入最后冲刺阶段。</p><p style=\"text-align: justify;\">不过，截至目前，苹果尚未公布国行Apple Intelligence正式开放时间。Mark Gurman也表示，苹果目前没有公开的发布时间表，距离全面商用仍需等待最后的技术和合规准备完成。</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>7款手机AI获备案：苹果智能牵手阿里千问，努比亚豆包也在列</title>\n<style 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}\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\">\n7款手机AI获备案：苹果智能牵手阿里千问，努比亚豆包也在列\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-15 16:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>7月15日，网信办发布新一批手机端侧生成式AI服务备案名单，华为小艺、OPPO AndesGPT、努比亚豆包等7款产品集体获批。据报道，苹果将与阿里千问合作提供本地化服务。备案虽为苹果扫清了关键监管障碍，但最终全面上线仍需完成最后的技术适配。</p></blockquote><p style=\"text-align: justify;\">苹果在中国推进人工智能业务终于迈出关键一步。</p><p style=\"text-align: justify;\">7月15日，国家互联网信息办公室发布新一批手机端侧生成式人工智能服务备案名单，<strong>共有7款AI产品获批</strong>，<strong>涵盖苹果“Apple智能”、华为小艺大模型、OPPO AndesGPT及努比亚豆包手机大模型等。</strong></p><p style=\"text-align: justify;\">其中，由苹果技术开发（上海）有限公司申报的“Apple智能”已于7月8日正式通过备案，适用场景为苹果手机。<strong>这标志着苹果在国内面临的AI合规问题终于迈过最关键的一道监管门槛，国行版Apple Intelligence（苹果智能）距离正式上线再进一步。</strong></p><p style=\"text-align: justify;\">不过，备案并不意味着立即商用。就在同一天，据彭博记者Mark Gurman透露，苹果面向中国大陆iPhone用户的Apple Intelligence测试版曾短暂开放约一小时，随后被官方迅速撤回，显示<strong>产品距离正式发布仍有最后的合规和技术调整工作。</strong></p><p style=\"text-align: justify;\">对于苹果而言，AI功能被普遍视为提升新机竞争力的重要筹码，而此次备案获批，也意味着苹果等待近两年的中国AI落地终于迎来实质性突破。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/23babdaba47e31f8d1b6d2591fdfcfcd\" tg-width=\"1024\" tg-height=\"954\"/></p><h2 id=\"id_1143359620\">国行Apple Intelligence完成备案</h2><p style=\"text-align: justify;\">根据网信办公告，本次共有7款手机端侧生成式人工智能服务完成备案，&#34;Apple智能&#34;位列其中。</p><p style=\"text-align: justify;\">按照《生成式人工智能服务管理暂行办法》，生成式AI产品向公众提供服务前需完成备案，因此此次获批意味着苹果已经取得正式上线所需的重要监管资格，为后续面向消费者开放功能扫清了关键障碍。</p><p style=\"text-align: justify;\">上海市网信办同日公布的信息显示，截至7月15日，上海累计已有171款生成式人工智能服务完成备案。</p><p style=\"text-align: justify;\">值得关注的是，据报道，<strong>苹果此次中国AI服务的合作方包括阿里巴巴。</strong>此前，阿里巴巴集团董事长蔡崇信曾公开表示，苹果与中国多家公司进行了沟通，最终选择与阿里合作，为中国用户提供AI能力支持。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c98993c84cf0ab11d192957b79eaba4f\" tg-width=\"1024\" tg-height=\"333\"/></p><h2 id=\"id_3522276297\">测试版意外现身，又迅速下线</h2><p style=\"text-align: justify;\">今年三月底，苹果还出现了一次&#34;意外泄露&#34;。</p><p style=\"text-align: justify;\">据彭博记者Mark Gurman报道，<strong>苹果近日曾短暂向部分中国大陆iPhone用户推送Apple Intelligence Beta版本，开放时间约一小时后便紧急关闭。</strong>目前，已经成功开启功能的用户仍可继续使用，而绝大多数用户已无法再次激活。</p><p style=\"text-align: justify;\">Gurman表示，此次推送并非配合当天发布的iOS 26.5首个测试版进行，也不是正式上线计划的一部分，更像是一次提前开放后迅速回收的测试。</p><p style=\"text-align: justify;\">根据已经体验到该功能的用户反馈，国行Apple Intelligence需要运行iOS 26.4及以上版本，并搭配iPhone 15 Pro系列及更新机型，同时登录中国区Apple ID。首次启用后，系统会下载约9.5GB本地模型，<strong>目前可使用实时翻译、视觉智能、照片消除、写作工具以及AI图片生成等功能。</strong></p><h2 id=\"id_3356544882\">为何仍未正式开放？</h2><p style=\"text-align: justify;\">虽然备案已经完成，但苹果距离正式发布仍有最后一道关。</p><p style=\"text-align: justify;\">据报道，<strong>目前国行版Apple Intelligence部分图片识别功能仍依赖谷歌反向图片搜索，而谷歌相关服务无法在中国大陆正常使用，这一技术方案仍需进一步调整以满足本地监管要求。</strong></p><p style=\"text-align: justify;\">此外，国行版Apple Intelligence采用本地化方案，业内普遍认为，其核心大模型能力主要来自国内合作伙伴，海外版本所依赖的部分AI能力也需要完成本地替代和适配。</p><p style=\"text-align: justify;\">因此，备案完成意味着监管层面的&#34;准入证&#34;已经拿到，但苹果仍需完成最后的产品优化和合规调整，才能正式向所有国行用户开放。</p><h2 id=\"id_3776544917\">苹果中国AI进入最后冲刺</h2><p style=\"text-align: justify;\">Apple Intelligence最初于2024年全球开发者大会（WWDC）发布，但由于监管和本地化原因，中国市场始终未能同步上线。相比海外用户，国行iPhone用户已等待近两年。</p><p style=\"text-align: justify;\">对于苹果而言，中国不仅是全球最重要的智能手机市场之一，也是AI战略不可缺少的一环。随着监管备案完成，本地合作方案逐步落地，Apple Intelligence在中国全面上线已进入最后冲刺阶段。</p><p style=\"text-align: justify;\">不过，截至目前，苹果尚未公布国行Apple Intelligence正式开放时间。Mark Gurman也表示，苹果目前没有公开的发布时间表，距离全面商用仍需等待最后的技术和合规准备完成。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/58c6ab0555275aea660964114ff71d41","relate_stocks":{"AAPD":"1倍做空AAPL ETF-Direxion","AAPU":"2倍做多AAPL ETF-Direxion","AAPY":"AAPL收益溢价策略ETF-Kurv","AAPW":"AAPL周配息ETF-Roundhill","AAPL":"苹果","AAPB":"2倍做多AAPL ETF-GraniteShares","APLY":"AAPL期权收益策略ETF-YieldMax","AAPX":"2倍做多Apple ETF-T-Rex"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178794202","content_text":"7月15日，网信办发布新一批手机端侧生成式AI服务备案名单，华为小艺、OPPO AndesGPT、努比亚豆包等7款产品集体获批。据报道，苹果将与阿里千问合作提供本地化服务。备案虽为苹果扫清了关键监管障碍，但最终全面上线仍需完成最后的技术适配。苹果在中国推进人工智能业务终于迈出关键一步。7月15日，国家互联网信息办公室发布新一批手机端侧生成式人工智能服务备案名单，共有7款AI产品获批，涵盖苹果“Apple智能”、华为小艺大模型、OPPO AndesGPT及努比亚豆包手机大模型等。其中，由苹果技术开发（上海）有限公司申报的“Apple智能”已于7月8日正式通过备案，适用场景为苹果手机。这标志着苹果在国内面临的AI合规问题终于迈过最关键的一道监管门槛，国行版Apple Intelligence（苹果智能）距离正式上线再进一步。不过，备案并不意味着立即商用。就在同一天，据彭博记者Mark Gurman透露，苹果面向中国大陆iPhone用户的Apple Intelligence测试版曾短暂开放约一小时，随后被官方迅速撤回，显示产品距离正式发布仍有最后的合规和技术调整工作。对于苹果而言，AI功能被普遍视为提升新机竞争力的重要筹码，而此次备案获批，也意味着苹果等待近两年的中国AI落地终于迎来实质性突破。国行Apple Intelligence完成备案根据网信办公告，本次共有7款手机端侧生成式人工智能服务完成备案，\"Apple智能\"位列其中。按照《生成式人工智能服务管理暂行办法》，生成式AI产品向公众提供服务前需完成备案，因此此次获批意味着苹果已经取得正式上线所需的重要监管资格，为后续面向消费者开放功能扫清了关键障碍。上海市网信办同日公布的信息显示，截至7月15日，上海累计已有171款生成式人工智能服务完成备案。值得关注的是，据报道，苹果此次中国AI服务的合作方包括阿里巴巴。此前，阿里巴巴集团董事长蔡崇信曾公开表示，苹果与中国多家公司进行了沟通，最终选择与阿里合作，为中国用户提供AI能力支持。测试版意外现身，又迅速下线今年三月底，苹果还出现了一次\"意外泄露\"。据彭博记者Mark Gurman报道，苹果近日曾短暂向部分中国大陆iPhone用户推送Apple Intelligence Beta版本，开放时间约一小时后便紧急关闭。目前，已经成功开启功能的用户仍可继续使用，而绝大多数用户已无法再次激活。Gurman表示，此次推送并非配合当天发布的iOS 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垃圾公司，什么时候倒闭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586111988184440","isVote":1,"tweetType":1,"viewCount":996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":593129915007200,"gmtCreate":1785821595656,"gmtModify":1785821597871,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03308\">$中际旭创(03308)$ </a> 就这烂公司也值1万亿","listText":"<a href=\"https://laohu8.com/S/03308\">$中际旭创(03308)$ </a> 就这烂公司也值1万亿","text":"$中际旭创(03308)$ 就这烂公司也值1万亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/593129915007200","isVote":1,"tweetType":1,"viewCount":1097,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/e27d4b46eee1454d2bd4f83bb56ab921","crmLevel":1,"crmLevelSwitch":1,"idStr":"3498680662745699","authorIdStr":"3498680662745699"},"content":"中国没优质标的可炒，就炒这些呗，强行关联","text":"中国没优质标的可炒，就炒这些呗，强行关联","html":"中国没优质标的可炒，就炒这些呗，强行关联"},{"author":{"id":"3444337419887473","authorId":"3444337419887473","name":"丑小妖","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3444337419887473","authorIdStr":"3444337419887473"},"content":"它在全球都是好公司，美国市场也在盯着它呢","text":"它在全球都是好公司，美国市场也在盯着它呢","html":"它在全球都是好公司，美国市场也在盯着它呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586284539110424,"gmtCreate":1784167309612,"gmtModify":1784167311995,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"有什么意义，ai烂大街了，偶尔用下和庞大资本开始比不算什么","listText":"有什么意义，ai烂大街了，偶尔用下和庞大资本开始比不算什么","text":"有什么意义，ai烂大街了，偶尔用下和庞大资本开始比不算什么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586284539110424","repostId":"1154332615","repostType":2,"repost":{"id":"1154332615","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":1784165888,"share":"https://www.laohunote.com/m/news/1154332615?lang=zh_CN&edition=full","pubTime":"2026-07-16 09:38","market":"hk","language":"zh","title":"港股直击｜阿里大升 5%，千问将作为AI能力集成至「Apple智能」；百度升4%，苹果与其合作开发一种基于AI的搜寻功能","url":"https://stock-news.laohu8.com/highlight/detail?id=1154332615","media":"老虎资讯综合","summary":"阿里巴巴  的千问将作为AI能力集成至苹果公司的「Apple智能」，为 iOS、iPadOS、macOS和visionOS的中国用户带来智能体验。报道引述阿里回应称，用户无需在应用间切换，即可在苹果设备上直接体验千问的文本与图像理解、内容生成等能力。另有报道指出，苹果还正与百度 合作开发一种基于AI的搜寻功能，作为「苹果智能」功能套件的一部分。阿里巴巴股价高开2.5%，开报116.2元；百度升1.2%，报108.8元。","content":"<html><head></head><body><p style=\"text-align: left;\">阿里巴巴股价大升 5%，千问将作为AI能力集成至「Apple智能」；百度升 4%，苹果与其合作开发一种基于AI的搜寻功能。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9c5efed2281d7851c45a27561e21c4a9\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">阿里巴巴 （09988） 的千问将作为AI能力集成至苹果公司（美：AAPL）的「Apple智能」，为 iOS、iPadOS、macOS和visionOS的中国用户带来智能体验。报道引述阿里回应称，用户无需在应用间切换，即可在苹果设备上直接体验千问的文本与图像理解、内容生成等能力。</p><p style=\"text-align: left;\">另有报道指出，苹果还正与百度 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09:38</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;\">阿里巴巴股价大升 5%，千问将作为AI能力集成至「Apple智能」；百度升 4%，苹果与其合作开发一种基于AI的搜寻功能。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9c5efed2281d7851c45a27561e21c4a9\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">阿里巴巴 （09988） 的千问将作为AI能力集成至苹果公司（美：AAPL）的「Apple智能」，为 iOS、iPadOS、macOS和visionOS的中国用户带来智能体验。报道引述阿里回应称，用户无需在应用间切换，即可在苹果设备上直接体验千问的文本与图像理解、内容生成等能力。</p><p style=\"text-align: left;\">另有报道指出，苹果还正与百度 （09888）合作开发一种基于AI的搜寻功能，作为「苹果智能」（Apple Intelligence）功能套件的一部分。该功能可处理图像和文字内容，并将升级成适用于中国市场的Siri语音助手。</p><p style=\"text-align: left;\">阿里巴巴股价高开2.5%，开报116.2元；百度升1.2%，报108.8元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"09888":"百度集团-SW","09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154332615","content_text":"阿里巴巴股价大升 5%，千问将作为AI能力集成至「Apple智能」；百度升 4%，苹果与其合作开发一种基于AI的搜寻功能。阿里巴巴 （09988） 的千问将作为AI能力集成至苹果公司（美：AAPL）的「Apple智能」，为 iOS、iPadOS、macOS和visionOS的中国用户带来智能体验。报道引述阿里回应称，用户无需在应用间切换，即可在苹果设备上直接体验千问的文本与图像理解、内容生成等能力。另有报道指出，苹果还正与百度 （09888）合作开发一种基于AI的搜寻功能，作为「苹果智能」（Apple Intelligence）功能套件的一部分。该功能可处理图像和文字内容，并将升级成适用于中国市场的Siri语音助手。阿里巴巴股价高开2.5%，开报116.2元；百度升1.2%，报108.8元。","news_type":1,"symbols_score_info":{"09888":2,"09988":2}},"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586104594838280,"gmtCreate":1784123373826,"gmtModify":1784521050463,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a>直接和间接有什么不同?问题是直接更烂，就是个摆设，谁会用你千问","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a>直接和间接有什么不同?问题是直接更烂，就是个摆设，谁会用你千问","text":"$阿里巴巴(BABA)$ 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href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2609(CLmain)$ </a> 越往后拖，石油越容易猛涨","listText":"<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2609(CLmain)$ </a> 越往后拖，石油越容易猛涨","text":"$WTI原油主连 2609(CLmain)$ 越往后拖，石油越容易猛涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593808899015088","isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591697549477488,"gmtCreate":1785485648808,"gmtModify":1785485650810,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$ </a> 这种国家和市场，等着继续暴跌吧","listText":"<a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$ </a> 这种国家和市场，等着继续暴跌吧","text":"$SK海力士(SKHY)$ 这种国家和市场，等着继续暴跌吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/591697549477488","isVote":1,"tweetType":1,"viewCount":1025,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559131369104867","authorId":"3559131369104867","name":"一颗大小韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3559131369104867","authorIdStr":"3559131369104867"},"content":"空啊，高点空下来爽吃","text":"空啊，高点空下来爽吃","html":"空啊，高点空下来爽吃"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591435613597696,"gmtCreate":1785421715453,"gmtModify":1785421717446,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"<a 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看看30年期美债，10年期美债，你有什么逻辑📈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/591435613597696","isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/e27d4b46eee1454d2bd4f83bb56ab921","crmLevel":1,"crmLevelSwitch":1,"idStr":"3498680662745699","authorIdStr":"3498680662745699"},"content":"套人的，總有人是盲目追當賭場玩的","text":"套人的，總有人是盲目追當賭場玩的","html":"套人的，總有人是盲目追當賭場玩的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":592842138235240,"gmtCreate":1785764427488,"gmtModify":1785764870364,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> 到底是觉得谁傻，去接盘","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> 到底是觉得谁傻，去接盘","text":"$谷歌(GOOG)$ 到底是觉得谁傻，去接盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/592842138235240","isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586032715850856,"gmtCreate":1784105832988,"gmtModify":1784105835272,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"title":"","htmlText":"有啥用，ai的app大把","listText":"有啥用，ai的app大把","text":"有啥用，ai的app大把","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/586032715850856","repostId":"1183672686","repostType":2,"repost":{"id":"1183672686","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1784102824,"share":"https://www.laohunote.com/m/news/1183672686?lang=zh_CN&edition=full","pubTime":"2026-07-15 16:07","market":"hk","language":"zh","title":"异动解读｜阿里巴巴盘前上涨3.21%，国行苹果AI功能完成备案，合作方包括阿里","url":"https://stock-news.laohu8.com/highlight/detail?id=1183672686","media":"行情直击","summary":"消息面上，中信里昂最新研报指出，阿里云长期有望驱动集团利润增长，或贡献集团半数利润，AI模型即服务年化收入6月季度有望突破100亿元；预计集团经调整EBITA将于9月季度恢复增长。同时摩根大通维持\"增持\"评级及200港元目标价，美银证券重申\"买入\"评级，多家机构一致看好阿里云收入增速加快至45%及利润率改善。此外，阿里云同日宣布下调GLM-5.2模型价格，进一步加速AI商业化落地，市场对阿里AI云业务估值修复预期持续升温。","content":"<html><head></head><body><p>7月15日，阿里巴巴盘前上涨3.21%，报115.42美元/股，成交额320.06万美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87d15bd59dc6c4f66e5fe454d2dff9f8\" tg-width=\"863\" tg-height=\"734\"/></p><p>消息面上，网信中国公众号发布7款提供手机端侧生成式人工智能服务已备案信息的公告，其中苹果技术开发（上海）有限公司的“Apple 智能”大模型已于2026年7月8日备案，适用场景为苹果手机，这意味着国行版苹果手机的AI功能有望加速上线。据了解，该AI功能的合作方包括了阿里巴巴。此前，阿里巴巴集团董事长蔡崇信表示，苹果与中国的多家公司进行了交谈，最终选择了阿里。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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href=\"https://laohu8.com/wemedia/1059448697\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-07-15 16:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月15日，阿里巴巴盘前上涨3.21%，报115.42美元/股，成交额320.06万美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87d15bd59dc6c4f66e5fe454d2dff9f8\" tg-width=\"863\" tg-height=\"734\"/></p><p>消息面上，网信中国公众号发布7款提供手机端侧生成式人工智能服务已备案信息的公告，其中苹果技术开发（上海）有限公司的“Apple 智能”大模型已于2026年7月8日备案，适用场景为苹果手机，这意味着国行版苹果手机的AI功能有望加速上线。据了解，该AI功能的合作方包括了阿里巴巴。此前，阿里巴巴集团董事长蔡崇信表示，苹果与中国的多家公司进行了交谈，最终选择了阿里。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183672686","content_text":"7月15日，阿里巴巴盘前上涨3.21%，报115.42美元/股，成交额320.06万美元。消息面上，网信中国公众号发布7款提供手机端侧生成式人工智能服务已备案信息的公告，其中苹果技术开发（上海）有限公司的“Apple 智能”大模型已于2026年7月8日备案，适用场景为苹果手机，这意味着国行版苹果手机的AI功能有望加速上线。据了解，该AI功能的合作方包括了阿里巴巴。此前，阿里巴巴集团董事长蔡崇信表示，苹果与中国的多家公司进行了交谈，最终选择了阿里。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"BABA":1}},"isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4198529490393670","authorId":"4198529490393670","name":"小猫变身","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"4198529490393670","authorIdStr":"4198529490393670"},"content":"纯炒作。国内7家ai公司，阿里现在纯靠擦边。","text":"纯炒作。国内7家ai公司，阿里现在纯靠擦边。","html":"纯炒作。国内7家ai公司，阿里现在纯靠擦边。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}