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天赐美金我照单全收
02-18 11:28
还真的是,最近几年的面相没有之前的好看,慢慢好像有点狰狞又不是,无法形容
段永平试水“AI交易”:卖苹果加仓英伟达,“新入”CoreWeave、Credo和Tempus
天赐美金我照单全收
2025-12-20
流动性都是靠自己买,别人买不买没关系,自己公司自己买
天赐美金我照单全收
2025-07-28
没有买单,翻倍怎么清仓呢?买单0.05,卖单0.2,能成交吗?还是等到期[开心] [开心] [开心] [开心] [开心] [开心] [开心]
期权大单 | 英特尔绩后跌超8%,宣布裁员及暂停欧洲建厂,相关看跌期权涨幅翻倍
天赐美金我照单全收
2025-07-22
反正就几天的事情,分析肯定参考数据不太够
天赐美金我照单全收
2025-07-17
说说你对这篇新闻的看法...
固态电池公司Quantumscape延续强势,自6月25日以来涨超200%
天赐美金我照单全收
2024-09-09
soxl不是回光返照吧,一下子3%了
天赐美金我照单全收
2024-07-31
竞猜赢虎币 ,寻找实盘收益王
查看详情:
竞猜赢虎币 ,寻找实盘收益王
快来参与实盘竞猜活动,寻找你心中的收益王者,竞猜最高可获得USD 500代金券奖励。 此帖仅开放于中国大陆用户
竞猜赢虎币 ,寻找实盘收益王
天赐美金我照单全收
2024-07-30
哎,特斯拉不按常理出牌
天赐美金我照单全收
2024-07-28
一直买特斯拉put,好像已经进入某种心魔状态了,盲目自信,一股脑进去完全不思考风险,完全忽略指标!这应该是一直病态投资,下次应该要改
天赐美金我照单全收
2024-07-20
$TSLA 20240719 250.0 PUT$
天赐美金我照单全收
2024-07-15
$特斯拉(TSLA)$
天赐美金我照单全收
2024-07-15
$三倍做多半导体ETF-Direxion Daily(SOXL)$
天赐美金我照单全收
2024-07-15
$特斯拉(TSLA)$
不参与,已经让我折损一半了,说好的利空两天就换成利好,玩不起
天赐美金我照单全收
2024-07-10
$优必选(09880)$
最高点我进来啦,小日本休想攻占我们最高地
天赐美金我照单全收
2024-07-10
$蔚来-SW(09866)$
一如既往的支持他对战小米雷军
天赐美金我照单全收
2024-07-10
竞猜赢虎币 ,寻找实盘收益王
查看详情:
竞猜赢虎币 ,寻找实盘收益王
快来参与实盘竞猜活动,寻找你心中的收益王者,竞猜最高可获得USD 500代金券奖励。 此帖仅开放于中国大陆用户
竞猜赢虎币 ,寻找实盘收益王
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09:58","market":"other","language":"zh","title":"段永平试水“AI交易”:卖苹果加仓英伟达,“新入”CoreWeave、Credo和Tempus","url":"https://stock-news.laohu8.com/highlight/detail?id=2612049231","media":"华尔街见闻","summary":"段永平Q4共增持了六只股票,其中增持幅度最大的是英伟达,增持幅度第二大的股票是伯克希尔哈撒韦;同时,段永平也减持了五只股票,减持幅度最大的是苹果。","content":"<html><head></head><body><blockquote><p>CoreWeave专门搭建高性能GPU集群,把算力租给AI公司和企业客户;如果说GPU是心脏,Credo提供的高速互联芯片和光模块就是血管,跟AI服务器迭代高度绑定;Tempus则致力于将AI应用于精准医疗,尤其是肿瘤领域。</p></blockquote><p style=\"text-align: justify;\"><strong>在大幅减持第一大重仓股苹果的同时,知名投资人段永平在Q4将英伟达仓位狂拉逾11倍,并轻仓“试水”三家极具代表性的AI垂直领域公司。</strong></p><p style=\"text-align: justify;\"><strong>数据显示,段永平Q4共增持了六只股票,其中增持幅度最大的是英伟达,增持幅度第二大的股票是伯克希尔哈撒韦;同时,段永平也减持了五只股票,减持幅度最大的是苹果。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/392545a009bcf09f2c078f8e9d1b3126\" tg-width=\"1024\" tg-height=\"438\"/></p><p style=\"text-align: justify;\">这位曾以重仓网易、茅台、苹果著称的价值投资大佬,正在用真金白银完成对人工智能时代的深度建仓。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4bcdb4f5cee5eaa6c20ba310989a7845\" tg-width=\"1024\" tg-height=\"318\"/></p><h2 id=\"id_790947635\">“狂加”英伟达、“新入”CoreWeave、Credo和Tempus</h2><p style=\"text-align: justify;\"><strong>文件显示,段永平在Q4一口气增持了663.93万股英伟达,持仓数量激增1110.62%</strong>,总持股数达到723.71万股,持仓市值跃升至13.5亿美元,将英伟达直接推升至其组合的第三大重仓股(占比7.72%)。</p><p style=\"text-align: justify;\">在重注“卖水人”英伟达之外,段永平还开仓了三家“新面孔”。虽然合计仓位占比仅约0.28%,但选股逻辑极为老辣,精准覆盖了AI产业链的算力、连接与应用三个关键节点:</p><ul style=\"\"><li><p style=\"text-align: justify;\"><strong>CoreWeave:算力租赁的“包租公”</strong><br/>新进29.99万股。在所有巨头都在争抢GPU的当下,CoreWeave专门搭建高性能GPU集群,把算力租给AI公司和企业客户。这是一家典型的“卖铲子”公司,虽然面临重资产、高折旧的财务压力,但在算力紧缺周期内拥有极强的议价权。</p></li><li><p style=\"text-align: justify;\"><strong>Credo Technology :数据中心的“高速公路”</strong><br/>新进14.13万股。如果说GPU是心脏,Credo提供的高速互联芯片和光模块就是血管。AI服务器集群对数据传输速度要求极高,段永平此举意在押注数据中心升级带来的确定性增量,这是一种与AI服务器迭代高度绑定的“伴生性投资”。</p></li><li><p style=\"text-align: justify;\"><strong>Tempus AI:AI医疗的“落地实验”</strong><br/>新进11万股。不同于前两者的硬件属性,Tempus致力于将AI应用于精准医疗,尤其是肿瘤领域。这是段永平在AI垂直应用层的尝试。不过,医疗行业监管严、周期长,虽然这代表了AI从“算力”向“生产力”转化的终极方向,但盈利能力仍在验证阶段,更像是一场耐力赛。</p></li></ul><h2 id=\"id_1651169234\">减持苹果,增持伯克希尔</h2><p style=\"text-align: justify;\">在进攻AI的同时,段永平也对传统的“压舱石”进行了显著的再平衡。</p><p style=\"text-align: justify;\">Q4,苹果依然是其头号重仓股,持仓市值高达87.97亿美元,占比50.3%。<strong>然而,Q4期间他减持了247.06万股苹果,减持幅度达7.09%。</strong>这一动作可能源于对单一标的持仓过重的风险控制,也可能是为了腾挪资金加码AI。</p><p style=\"text-align: justify;\">与此同时,作为防御性资产的<strong>伯克希尔B </strong>获得了大幅增持。段永平买入近198.5万股,增持幅度达38.24%,使其稳居第二大重仓股(占比20.63%)。这种“左手科技成长,右手价值防御”的结构,依然是其投资组合的基石。</p><p style=\"text-align: justify;\">此外,段永平还增持了<strong>谷歌、拼多多</strong>,并大幅减持了光刻机巨头<strong>阿斯麦</strong>(减持幅度87.63%),显示出他对不同科技巨头未来增长潜力的判断出现了分化。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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段永平试水“AI交易”:卖苹果加仓英伟达,“新入”CoreWeave、Credo和Tempus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-18 09:58 北京时间 <a href=https://wallstreetcn.com/articles/3765830><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CoreWeave专门搭建高性能GPU集群,把算力租给AI公司和企业客户;如果说GPU是心脏,Credo提供的高速互联芯片和光模块就是血管,跟AI服务器迭代高度绑定;Tempus则致力于将AI应用于精准医疗,尤其是肿瘤领域。在大幅减持第一大重仓股苹果的同时,知名投资人段永平在Q4将英伟达仓位狂拉逾11倍,并轻仓“试水”三家极具代表性的AI垂直领域公司。数据显示,段永平Q4共增持了六只股票,其中增持...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3765830\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6f8fa40fbf2bafa712e6587729f3ea91","relate_stocks":{"LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","BK4587":"ChatGPT概念","NVII":"Rex NVDA Growth & Income ETF","LU1923622291.USD":"Natixis Thematics Safety R/A USD","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) 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ACC","NVDY":"NVDA期权收益策略ETF-YieldMax"},"source_url":"https://wallstreetcn.com/articles/3765830","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2612049231","content_text":"CoreWeave专门搭建高性能GPU集群,把算力租给AI公司和企业客户;如果说GPU是心脏,Credo提供的高速互联芯片和光模块就是血管,跟AI服务器迭代高度绑定;Tempus则致力于将AI应用于精准医疗,尤其是肿瘤领域。在大幅减持第一大重仓股苹果的同时,知名投资人段永平在Q4将英伟达仓位狂拉逾11倍,并轻仓“试水”三家极具代表性的AI垂直领域公司。数据显示,段永平Q4共增持了六只股票,其中增持幅度最大的是英伟达,增持幅度第二大的股票是伯克希尔哈撒韦;同时,段永平也减持了五只股票,减持幅度最大的是苹果。这位曾以重仓网易、茅台、苹果著称的价值投资大佬,正在用真金白银完成对人工智能时代的深度建仓。“狂加”英伟达、“新入”CoreWeave、Credo和Tempus文件显示,段永平在Q4一口气增持了663.93万股英伟达,持仓数量激增1110.62%,总持股数达到723.71万股,持仓市值跃升至13.5亿美元,将英伟达直接推升至其组合的第三大重仓股(占比7.72%)。在重注“卖水人”英伟达之外,段永平还开仓了三家“新面孔”。虽然合计仓位占比仅约0.28%,但选股逻辑极为老辣,精准覆盖了AI产业链的算力、连接与应用三个关键节点:CoreWeave:算力租赁的“包租公”新进29.99万股。在所有巨头都在争抢GPU的当下,CoreWeave专门搭建高性能GPU集群,把算力租给AI公司和企业客户。这是一家典型的“卖铲子”公司,虽然面临重资产、高折旧的财务压力,但在算力紧缺周期内拥有极强的议价权。Credo Technology :数据中心的“高速公路”新进14.13万股。如果说GPU是心脏,Credo提供的高速互联芯片和光模块就是血管。AI服务器集群对数据传输速度要求极高,段永平此举意在押注数据中心升级带来的确定性增量,这是一种与AI服务器迭代高度绑定的“伴生性投资”。Tempus AI:AI医疗的“落地实验”新进11万股。不同于前两者的硬件属性,Tempus致力于将AI应用于精准医疗,尤其是肿瘤领域。这是段永平在AI垂直应用层的尝试。不过,医疗行业监管严、周期长,虽然这代表了AI从“算力”向“生产力”转化的终极方向,但盈利能力仍在验证阶段,更像是一场耐力赛。减持苹果,增持伯克希尔在进攻AI的同时,段永平也对传统的“压舱石”进行了显著的再平衡。Q4,苹果依然是其头号重仓股,持仓市值高达87.97亿美元,占比50.3%。然而,Q4期间他减持了247.06万股苹果,减持幅度达7.09%。这一动作可能源于对单一标的持仓过重的风险控制,也可能是为了腾挪资金加码AI。与此同时,作为防御性资产的伯克希尔B 获得了大幅增持。段永平买入近198.5万股,增持幅度达38.24%,使其稳居第二大重仓股(占比20.63%)。这种“左手科技成长,右手价值防御”的结构,依然是其投资组合的基石。此外,段永平还增持了谷歌、拼多多,并大幅减持了光刻机巨头阿斯麦(减持幅度87.63%),显示出他对不同科技巨头未来增长潜力的判断出现了分化。","news_type":1,"symbols_score_info":{"NVDQ":0.6,"NVDX":0.6,"SNVD.UK":0.6,"2NVD.UK":0.6,"DIPS":0.6,"NVDY":0.6,"NVDU":0.6,"NVDW":0.6,"NVD2.UK":0.6,"APLY":0.6,"CRWD":1.87,"NVDG":0.6,"3NVD.UK":0.6,"NVDS":0.6,"NVDS.UK":0.6,"AAPY":0.6,"AAPU":0.6,"AAPB":0.6,"CORD":0.6,"AAPW":0.6,"NVD3.UK":0.6,"NVII":0.6,"NVDD":0.6,"NVDA":1.95,"MACW.SI":0.6,"NVIW.SI":0.6,"AAPL":1.91,"AAPD":0.6,"AAPX":0.6,"CRWG":0.6,"CRWU":0.6,"CWVX":0.6,"NVD":0.6}},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556223833274629","authorId":"3556223833274629","name":"老山古","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3556223833274629","idStr":"3556223833274629"},"content":"面相西化了,虽然有钱,但牢A说的:还是不能融入大鱿鱼🦑人脉圈。","text":"面相西化了,虽然有钱,但牢A说的:还是不能融入大鱿鱼🦑人脉圈。","html":"面相西化了,虽然有钱,但牢A说的:还是不能融入大鱿鱼🦑人脉圈。"},{"author":{"id":"3556223833274629","authorId":"3556223833274629","name":"老山古","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3556223833274629","idStr":"3556223833274629"},"content":"西大不是有钱就能拿到人脉资源,特别是其他人种。","text":"西大不是有钱就能拿到人脉资源,特别是其他人种。","html":"西大不是有钱就能拿到人脉资源,特别是其他人种。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512681910813288,"gmtCreate":1766193445791,"gmtModify":1766193448543,"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"天赐美金我照单全收","avatar":"https://static.tigerbbs.com/f02f168ddba4569baf461701fa8e5fe3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182346424956632","idStr":"4182346424956632"},"themes":[],"title":"","htmlText":"流动性都是靠自己买,别人买不买没关系,自己公司自己买","listText":"流动性都是靠自己买,别人买不买没关系,自己公司自己买","text":"流动性都是靠自己买,别人买不买没关系,自己公司自己买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/512681910813288","isVote":1,"tweetType":1,"viewCount":1143,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000451","authorId":"9000000000000451","name":"NoraPoe","avatar":"https://static.tigerbbs.com/cccd4273a22d9caf92280ebf070d0557","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000451","idStr":"9000000000000451"},"content":"自己动手,丰衣足食,买就完事了!","text":"自己动手,丰衣足食,买就完事了!","html":"自己动手,丰衣足食,买就完事了!"},{"author":{"id":"3479274717122482","authorId":"3479274717122482","name":"PUSHo","avatar":"https://static.laohu8.com/picture49","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274717122482","idStr":"3479274717122482"},"content":"自家资金撑盘,确实硬气!","text":"自家资金撑盘,确实硬气!","html":"自家资金撑盘,确实硬气!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461590922936728,"gmtCreate":1753711942958,"gmtModify":1753711946973,"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"天赐美金我照单全收","avatar":"https://static.tigerbbs.com/f02f168ddba4569baf461701fa8e5fe3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182346424956632","idStr":"4182346424956632"},"themes":[],"htmlText":"没有买单,翻倍怎么清仓呢?买单0.05,卖单0.2,能成交吗?还是等到期[开心] [开心] [开心] [开心] [开心] [开心] [开心] ","listText":"没有买单,翻倍怎么清仓呢?买单0.05,卖单0.2,能成交吗?还是等到期[开心] [开心] [开心] [开心] [开心] [开心] [开心] ","text":"没有买单,翻倍怎么清仓呢?买单0.05,卖单0.2,能成交吗?还是等到期[开心] [开心] [开心] [开心] [开心] [开心] [开心]","images":[{"img":"https://static.tigerbbs.com/6a6531a0c7ebbdccd616257374be99f0"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461590922936728","repostId":"1168137545","repostType":2,"repost":{"id":"1168137545","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":1753685951,"share":"https://www.laohu8.com/m/news/1168137545?lang=zh_CN&edition=full","pubTime":"2025-07-28 14:59","market":"hk","language":"zh","title":"期权大单 | 英特尔绩后跌超8%,宣布裁员及暂停欧洲建厂,相关看跌期权涨幅翻倍","url":"https://stock-news.laohu8.com/highlight/detail?id=1168137545","media":"老虎资讯综合","summary":"数据来源:老虎国际期权市场总成交量53,677,338张合约,成交量高于90日平均,其中看涨期权占比升至60%。数据来源:Market Chameleon三、异动观察数据来源:Market Chameleon昨日,$英特尔$绩后跌超8%,期权合约成交较90日平均上涨3.5倍达1,241,585张。同时,英特尔将放缓俄亥俄州工厂建设、暂停欧洲工厂计划,并整合部分封装业务,战略转向根据需求建设产能。此外多张行权价5美元的看跌期权涨幅翻倍。其中7月25日到期的2.5美元看涨期权交易量较高,共有107,759份合约交易。","content":"<html><head></head><body><p><strong>一、市场概览 (7月25日)</strong></p><p>上周五(7月25日),三大指数集体上涨,道琼斯指数收盘上涨208.01点,涨幅0.47%,报44901.92点;标普500指数收盘上涨25.29点,涨幅0.40%,报6388.64点;纳斯达克综合指数收盘上涨50.36点,涨幅0.24%,报21108.32点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce0d3a321bbd7232a2632976989ff4cd\" alt=\"数据来源:老虎国际\" title=\"数据来源:老虎国际\" tg-width=\"931\" tg-height=\"336\"/><span>数据来源:老虎国际</span></p><p> 期权市场总成交量53,677,338张合约,成交量高于90日平均,其中看涨期权占比升至60%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a23a26e8456d17d1ce5cf6ca66bd4f80\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1506\" tg-height=\"360\"/><span>数据来源:Market Chameleon</span></p><p>二、<strong>期权成交总量TOP10</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/024c1c02bf62e5807d5932d186189f15\" alt=\"数据来源:老虎国际\" title=\"数据来源:老虎国际\" tg-width=\"1080\" tg-height=\"2062\"/><span>数据来源:老虎国际</span></p><p>昨日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>上涨3.5<strong>%,期权合约成交量541.94万张。</strong>7月25日到期的315美元<strong>看涨期权</strong>交易量较高,共有424,917份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fb88339500ef00ede02f74277258e7b\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1240\" tg-height=\"284\"/><span>数据来源:Market Chameleon</span></p><p>昨日,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>微跌0.14<strong>%,期权合约成交301.05万张</strong>。7月25日到期的175美元<strong>看涨期权</strong>交易量较高,共有485,758份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c99c80ef576a9b27cf2cb95ed28aedff\" alt=\" 数据来源:Market Chameleon\" title=\" 数据来源:Market Chameleon\" tg-width=\"1240\" tg-height=\"285\"/><span> 数据来源:Market Chameleon</span></p><p>昨日,<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>涨2.5<strong>%,期权合约成交125.48万张</strong>。其中7月25日到期的160美元<strong>看涨期权</strong>交易量较高,共有173,139份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5cc6340a32efbb3a72d60dad6ae6012\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1244\" tg-height=\"282\"/><span>数据来源:Market Chameleon</span></p><p>三、异动观察</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13510097a09a682e7d0bb3eec8915491\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1188\" tg-height=\"280\"/><span>数据来源:Market Chameleon</span></p><p>昨日,<a href=\"https://laohu8.com/S/INTC\">英特尔</a>绩后跌超8<strong>%,期权合约成交较90日平均上涨3.5倍达1,241,585张</strong>。其中7月25日到期的25美元<strong>看跌期权</strong>交易量较高,共有45,069份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1312bf11d04fe1c9dc3faa31f8cdaf9\" alt=\" 数据来源:Market Chameleon\" title=\" 数据来源:Market Chameleon\" tg-width=\"1240\" tg-height=\"282\"/><span> 数据来源:Market Chameleon</span></p><p>消息方面: 英特尔CEO陈立武宣布计划在年底前将员工总数从6月底的96,400人削减至75,000人,减少21,400人(较2024年底减少22%),这是公司继2023年、2024年及2025年初多次裁员(2025年至今已裁约24,000人)后的最新举措。此次裁员旨在简化结构、提升效率并聚焦AI和晶圆代工业务。同时,英特尔将放缓俄亥俄州工厂建设、暂停欧洲工厂计划,并整合部分封装业务,战略转向根据需求建设产能。尽管二季度营收129亿美元略超预期,但净亏损29亿美元(含19亿美元重组费),且三季度盈利预期低迷,突显其在增收的同时面临巨大利润压力,未来增长依赖AI、代工业务发展及持续的成本控制。</p><p>此外多张行权价5美元的看跌期权涨幅翻倍。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15ed5d1c4bd1da06a92a50c7d745b3bd\" tg-width=\"599\" tg-height=\"248\"/></p><p>MeMe股<a href=\"https://laohu8.com/S/OPEN\">Opendoor</a>股价涨5%,<strong>期权合约成交较90日平均暴涨5.6倍达732,440张</strong>。其中7月25日到期的2.5美元<strong>看涨期权</strong>交易量较高,共有107,759份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81dd90257a04f4fc0049eb5412be98ef\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1238\" tg-height=\"283\"/><span>数据来源:Market Chameleon</span></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>期权大单 | 英特尔绩后跌超8%,宣布裁员及暂停欧洲建厂,相关看跌期权涨幅翻倍</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期权大单 | 英特尔绩后跌超8%,宣布裁员及暂停欧洲建厂,相关看跌期权涨幅翻倍\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\">2025-07-28 14:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>一、市场概览 (7月25日)</strong></p><p>上周五(7月25日),三大指数集体上涨,道琼斯指数收盘上涨208.01点,涨幅0.47%,报44901.92点;标普500指数收盘上涨25.29点,涨幅0.40%,报6388.64点;纳斯达克综合指数收盘上涨50.36点,涨幅0.24%,报21108.32点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce0d3a321bbd7232a2632976989ff4cd\" alt=\"数据来源:老虎国际\" title=\"数据来源:老虎国际\" tg-width=\"931\" tg-height=\"336\"/><span>数据来源:老虎国际</span></p><p> 期权市场总成交量53,677,338张合约,成交量高于90日平均,其中看涨期权占比升至60%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a23a26e8456d17d1ce5cf6ca66bd4f80\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1506\" tg-height=\"360\"/><span>数据来源:Market Chameleon</span></p><p>二、<strong>期权成交总量TOP10</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/024c1c02bf62e5807d5932d186189f15\" alt=\"数据来源:老虎国际\" title=\"数据来源:老虎国际\" tg-width=\"1080\" tg-height=\"2062\"/><span>数据来源:老虎国际</span></p><p>昨日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>上涨3.5<strong>%,期权合约成交量541.94万张。</strong>7月25日到期的315美元<strong>看涨期权</strong>交易量较高,共有424,917份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fb88339500ef00ede02f74277258e7b\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1240\" tg-height=\"284\"/><span>数据来源:Market Chameleon</span></p><p>昨日,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>微跌0.14<strong>%,期权合约成交301.05万张</strong>。7月25日到期的175美元<strong>看涨期权</strong>交易量较高,共有485,758份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c99c80ef576a9b27cf2cb95ed28aedff\" alt=\" 数据来源:Market Chameleon\" title=\" 数据来源:Market Chameleon\" tg-width=\"1240\" tg-height=\"285\"/><span> 数据来源:Market Chameleon</span></p><p>昨日,<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>涨2.5<strong>%,期权合约成交125.48万张</strong>。其中7月25日到期的160美元<strong>看涨期权</strong>交易量较高,共有173,139份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5cc6340a32efbb3a72d60dad6ae6012\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1244\" tg-height=\"282\"/><span>数据来源:Market Chameleon</span></p><p>三、异动观察</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13510097a09a682e7d0bb3eec8915491\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1188\" tg-height=\"280\"/><span>数据来源:Market Chameleon</span></p><p>昨日,<a href=\"https://laohu8.com/S/INTC\">英特尔</a>绩后跌超8<strong>%,期权合约成交较90日平均上涨3.5倍达1,241,585张</strong>。其中7月25日到期的25美元<strong>看跌期权</strong>交易量较高,共有45,069份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1312bf11d04fe1c9dc3faa31f8cdaf9\" alt=\" 数据来源:Market Chameleon\" title=\" 数据来源:Market Chameleon\" tg-width=\"1240\" tg-height=\"282\"/><span> 数据来源:Market Chameleon</span></p><p>消息方面: 英特尔CEO陈立武宣布计划在年底前将员工总数从6月底的96,400人削减至75,000人,减少21,400人(较2024年底减少22%),这是公司继2023年、2024年及2025年初多次裁员(2025年至今已裁约24,000人)后的最新举措。此次裁员旨在简化结构、提升效率并聚焦AI和晶圆代工业务。同时,英特尔将放缓俄亥俄州工厂建设、暂停欧洲工厂计划,并整合部分封装业务,战略转向根据需求建设产能。尽管二季度营收129亿美元略超预期,但净亏损29亿美元(含19亿美元重组费),且三季度盈利预期低迷,突显其在增收的同时面临巨大利润压力,未来增长依赖AI、代工业务发展及持续的成本控制。</p><p>此外多张行权价5美元的看跌期权涨幅翻倍。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15ed5d1c4bd1da06a92a50c7d745b3bd\" tg-width=\"599\" tg-height=\"248\"/></p><p>MeMe股<a href=\"https://laohu8.com/S/OPEN\">Opendoor</a>股价涨5%,<strong>期权合约成交较90日平均暴涨5.6倍达732,440张</strong>。其中7月25日到期的2.5美元<strong>看涨期权</strong>交易量较高,共有107,759份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81dd90257a04f4fc0049eb5412be98ef\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1238\" tg-height=\"283\"/><span>数据来源:Market Chameleon</span></p><p> </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9635eb271432f5c92670ddd7726225b","relate_stocks":{"INTC":"英特尔","BK4554":"元宇宙及AR概念","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4543":"AI","BK4527":"明星科技股","BK4512":"苹果概念","OPEN":"Opendoor Technologies Inc","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","TSLA":"特斯拉","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4535":"淡马锡持仓","BK4515":"5G概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4612":"AI芯片","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4588":"碎股","BK4605":"半导体精选","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168137545","content_text":"一、市场概览 (7月25日)上周五(7月25日),三大指数集体上涨,道琼斯指数收盘上涨208.01点,涨幅0.47%,报44901.92点;标普500指数收盘上涨25.29点,涨幅0.40%,报6388.64点;纳斯达克综合指数收盘上涨50.36点,涨幅0.24%,报21108.32点。数据来源:老虎国际 期权市场总成交量53,677,338张合约,成交量高于90日平均,其中看涨期权占比升至60%。数据来源:Market Chameleon二、期权成交总量TOP10数据来源:老虎国际昨日,特斯拉上涨3.5%,期权合约成交量541.94万张。7月25日到期的315美元看涨期权交易量较高,共有424,917份合约交易。数据来源:Market Chameleon昨日,英伟达微跌0.14%,期权合约成交301.05万张。7月25日到期的175美元看涨期权交易量较高,共有485,758份合约交易。 数据来源:Market Chameleon昨日,Palantir涨2.5%,期权合约成交125.48万张。其中7月25日到期的160美元看涨期权交易量较高,共有173,139份合约交易。数据来源:Market Chameleon三、异动观察数据来源:Market Chameleon昨日,英特尔绩后跌超8%,期权合约成交较90日平均上涨3.5倍达1,241,585张。其中7月25日到期的25美元看跌期权交易量较高,共有45,069份合约交易。 数据来源:Market Chameleon消息方面: 英特尔CEO陈立武宣布计划在年底前将员工总数从6月底的96,400人削减至75,000人,减少21,400人(较2024年底减少22%),这是公司继2023年、2024年及2025年初多次裁员(2025年至今已裁约24,000人)后的最新举措。此次裁员旨在简化结构、提升效率并聚焦AI和晶圆代工业务。同时,英特尔将放缓俄亥俄州工厂建设、暂停欧洲工厂计划,并整合部分封装业务,战略转向根据需求建设产能。尽管二季度营收129亿美元略超预期,但净亏损29亿美元(含19亿美元重组费),且三季度盈利预期低迷,突显其在增收的同时面临巨大利润压力,未来增长依赖AI、代工业务发展及持续的成本控制。此外多张行权价5美元的看跌期权涨幅翻倍。MeMe股Opendoor股价涨5%,期权合约成交较90日平均暴涨5.6倍达732,440张。其中7月25日到期的2.5美元看涨期权交易量较高,共有107,759份合约交易。数据来源:Market 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class=\"h-time\">2025-07-17 22:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四,固态电池研发公司Quantumscape延续强势,截至发稿涨幅超15%,已连续8个交易日上涨,自6月25日以来涨幅超200%!</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e34d0451f39aab5e47418a0ccbcb1c6\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">Quantumscape致力于开发用于电动汽车和其他应用的下一代固态锂金属电池。该公司的技术旨在提供更高的能量密度、更快的充电速度和更高的安全性,这些优势在电动汽车市场备受关注。随着全球电动化趋势的加速,投资者对Quantumscape的长期发展前景保持乐观,推动其股价持续攀升。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/54ffa2abb86bb6f9c70bdb2f1488c8d4","relate_stocks":{"QS":"Quantumscape 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09:58","market":"other","language":"zh","title":"段永平试水“AI交易”:卖苹果加仓英伟达,“新入”CoreWeave、Credo和Tempus","url":"https://stock-news.laohu8.com/highlight/detail?id=2612049231","media":"华尔街见闻","summary":"段永平Q4共增持了六只股票,其中增持幅度最大的是英伟达,增持幅度第二大的股票是伯克希尔哈撒韦;同时,段永平也减持了五只股票,减持幅度最大的是苹果。","content":"<html><head></head><body><blockquote><p>CoreWeave专门搭建高性能GPU集群,把算力租给AI公司和企业客户;如果说GPU是心脏,Credo提供的高速互联芯片和光模块就是血管,跟AI服务器迭代高度绑定;Tempus则致力于将AI应用于精准医疗,尤其是肿瘤领域。</p></blockquote><p style=\"text-align: justify;\"><strong>在大幅减持第一大重仓股苹果的同时,知名投资人段永平在Q4将英伟达仓位狂拉逾11倍,并轻仓“试水”三家极具代表性的AI垂直领域公司。</strong></p><p style=\"text-align: justify;\"><strong>数据显示,段永平Q4共增持了六只股票,其中增持幅度最大的是英伟达,增持幅度第二大的股票是伯克希尔哈撒韦;同时,段永平也减持了五只股票,减持幅度最大的是苹果。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/392545a009bcf09f2c078f8e9d1b3126\" tg-width=\"1024\" tg-height=\"438\"/></p><p style=\"text-align: justify;\">这位曾以重仓网易、茅台、苹果著称的价值投资大佬,正在用真金白银完成对人工智能时代的深度建仓。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4bcdb4f5cee5eaa6c20ba310989a7845\" tg-width=\"1024\" tg-height=\"318\"/></p><h2 id=\"id_790947635\">“狂加”英伟达、“新入”CoreWeave、Credo和Tempus</h2><p style=\"text-align: justify;\"><strong>文件显示,段永平在Q4一口气增持了663.93万股英伟达,持仓数量激增1110.62%</strong>,总持股数达到723.71万股,持仓市值跃升至13.5亿美元,将英伟达直接推升至其组合的第三大重仓股(占比7.72%)。</p><p style=\"text-align: justify;\">在重注“卖水人”英伟达之外,段永平还开仓了三家“新面孔”。虽然合计仓位占比仅约0.28%,但选股逻辑极为老辣,精准覆盖了AI产业链的算力、连接与应用三个关键节点:</p><ul style=\"\"><li><p style=\"text-align: justify;\"><strong>CoreWeave:算力租赁的“包租公”</strong><br/>新进29.99万股。在所有巨头都在争抢GPU的当下,CoreWeave专门搭建高性能GPU集群,把算力租给AI公司和企业客户。这是一家典型的“卖铲子”公司,虽然面临重资产、高折旧的财务压力,但在算力紧缺周期内拥有极强的议价权。</p></li><li><p style=\"text-align: justify;\"><strong>Credo Technology :数据中心的“高速公路”</strong><br/>新进14.13万股。如果说GPU是心脏,Credo提供的高速互联芯片和光模块就是血管。AI服务器集群对数据传输速度要求极高,段永平此举意在押注数据中心升级带来的确定性增量,这是一种与AI服务器迭代高度绑定的“伴生性投资”。</p></li><li><p style=\"text-align: justify;\"><strong>Tempus AI:AI医疗的“落地实验”</strong><br/>新进11万股。不同于前两者的硬件属性,Tempus致力于将AI应用于精准医疗,尤其是肿瘤领域。这是段永平在AI垂直应用层的尝试。不过,医疗行业监管严、周期长,虽然这代表了AI从“算力”向“生产力”转化的终极方向,但盈利能力仍在验证阶段,更像是一场耐力赛。</p></li></ul><h2 id=\"id_1651169234\">减持苹果,增持伯克希尔</h2><p style=\"text-align: justify;\">在进攻AI的同时,段永平也对传统的“压舱石”进行了显著的再平衡。</p><p style=\"text-align: justify;\">Q4,苹果依然是其头号重仓股,持仓市值高达87.97亿美元,占比50.3%。<strong>然而,Q4期间他减持了247.06万股苹果,减持幅度达7.09%。</strong>这一动作可能源于对单一标的持仓过重的风险控制,也可能是为了腾挪资金加码AI。</p><p style=\"text-align: justify;\">与此同时,作为防御性资产的<strong>伯克希尔B </strong>获得了大幅增持。段永平买入近198.5万股,增持幅度达38.24%,使其稳居第二大重仓股(占比20.63%)。这种“左手科技成长,右手价值防御”的结构,依然是其投资组合的基石。</p><p style=\"text-align: justify;\">此外,段永平还增持了<strong>谷歌、拼多多</strong>,并大幅减持了光刻机巨头<strong>阿斯麦</strong>(减持幅度87.63%),显示出他对不同科技巨头未来增长潜力的判断出现了分化。</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>段永平试水“AI交易”:卖苹果加仓英伟达,“新入”CoreWeave、Credo和Tempus</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{ 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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段永平试水“AI交易”:卖苹果加仓英伟达,“新入”CoreWeave、Credo和Tempus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-18 09:58 北京时间 <a href=https://wallstreetcn.com/articles/3765830><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CoreWeave专门搭建高性能GPU集群,把算力租给AI公司和企业客户;如果说GPU是心脏,Credo提供的高速互联芯片和光模块就是血管,跟AI服务器迭代高度绑定;Tempus则致力于将AI应用于精准医疗,尤其是肿瘤领域。在大幅减持第一大重仓股苹果的同时,知名投资人段永平在Q4将英伟达仓位狂拉逾11倍,并轻仓“试水”三家极具代表性的AI垂直领域公司。数据显示,段永平Q4共增持了六只股票,其中增持...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3765830\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6f8fa40fbf2bafa712e6587729f3ea91","relate_stocks":{"LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","BK4587":"ChatGPT概念","NVII":"Rex NVDA Growth & Income ETF","LU1923622291.USD":"Natixis Thematics Safety R/A USD","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) 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ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","NVDX":"2倍做多NVDA ETF-T-Rex","BK4585":"ETF&股票定投概念","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU0882574139.USD":"富达环球消费行业基金A ACC","NVDY":"NVDA期权收益策略ETF-YieldMax"},"source_url":"https://wallstreetcn.com/articles/3765830","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2612049231","content_text":"CoreWeave专门搭建高性能GPU集群,把算力租给AI公司和企业客户;如果说GPU是心脏,Credo提供的高速互联芯片和光模块就是血管,跟AI服务器迭代高度绑定;Tempus则致力于将AI应用于精准医疗,尤其是肿瘤领域。在大幅减持第一大重仓股苹果的同时,知名投资人段永平在Q4将英伟达仓位狂拉逾11倍,并轻仓“试水”三家极具代表性的AI垂直领域公司。数据显示,段永平Q4共增持了六只股票,其中增持幅度最大的是英伟达,增持幅度第二大的股票是伯克希尔哈撒韦;同时,段永平也减持了五只股票,减持幅度最大的是苹果。这位曾以重仓网易、茅台、苹果著称的价值投资大佬,正在用真金白银完成对人工智能时代的深度建仓。“狂加”英伟达、“新入”CoreWeave、Credo和Tempus文件显示,段永平在Q4一口气增持了663.93万股英伟达,持仓数量激增1110.62%,总持股数达到723.71万股,持仓市值跃升至13.5亿美元,将英伟达直接推升至其组合的第三大重仓股(占比7.72%)。在重注“卖水人”英伟达之外,段永平还开仓了三家“新面孔”。虽然合计仓位占比仅约0.28%,但选股逻辑极为老辣,精准覆盖了AI产业链的算力、连接与应用三个关键节点:CoreWeave:算力租赁的“包租公”新进29.99万股。在所有巨头都在争抢GPU的当下,CoreWeave专门搭建高性能GPU集群,把算力租给AI公司和企业客户。这是一家典型的“卖铲子”公司,虽然面临重资产、高折旧的财务压力,但在算力紧缺周期内拥有极强的议价权。Credo Technology :数据中心的“高速公路”新进14.13万股。如果说GPU是心脏,Credo提供的高速互联芯片和光模块就是血管。AI服务器集群对数据传输速度要求极高,段永平此举意在押注数据中心升级带来的确定性增量,这是一种与AI服务器迭代高度绑定的“伴生性投资”。Tempus AI:AI医疗的“落地实验”新进11万股。不同于前两者的硬件属性,Tempus致力于将AI应用于精准医疗,尤其是肿瘤领域。这是段永平在AI垂直应用层的尝试。不过,医疗行业监管严、周期长,虽然这代表了AI从“算力”向“生产力”转化的终极方向,但盈利能力仍在验证阶段,更像是一场耐力赛。减持苹果,增持伯克希尔在进攻AI的同时,段永平也对传统的“压舱石”进行了显著的再平衡。Q4,苹果依然是其头号重仓股,持仓市值高达87.97亿美元,占比50.3%。然而,Q4期间他减持了247.06万股苹果,减持幅度达7.09%。这一动作可能源于对单一标的持仓过重的风险控制,也可能是为了腾挪资金加码AI。与此同时,作为防御性资产的伯克希尔B 获得了大幅增持。段永平买入近198.5万股,增持幅度达38.24%,使其稳居第二大重仓股(占比20.63%)。这种“左手科技成长,右手价值防御”的结构,依然是其投资组合的基石。此外,段永平还增持了谷歌、拼多多,并大幅减持了光刻机巨头阿斯麦(减持幅度87.63%),显示出他对不同科技巨头未来增长潜力的判断出现了分化。","news_type":1,"symbols_score_info":{"NVDQ":0.6,"NVDX":0.6,"SNVD.UK":0.6,"2NVD.UK":0.6,"DIPS":0.6,"NVDY":0.6,"NVDU":0.6,"NVDW":0.6,"NVD2.UK":0.6,"APLY":0.6,"CRWD":1.87,"NVDG":0.6,"3NVD.UK":0.6,"NVDS":0.6,"NVDS.UK":0.6,"AAPY":0.6,"AAPU":0.6,"AAPB":0.6,"CORD":0.6,"AAPW":0.6,"NVD3.UK":0.6,"NVII":0.6,"NVDD":0.6,"NVDA":1.95,"MACW.SI":0.6,"NVIW.SI":0.6,"AAPL":1.91,"AAPD":0.6,"AAPX":0.6,"CRWG":0.6,"CRWU":0.6,"CWVX":0.6,"NVD":0.6}},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556223833274629","authorId":"3556223833274629","name":"老山古","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3556223833274629","idStr":"3556223833274629"},"content":"面相西化了,虽然有钱,但牢A说的:还是不能融入大鱿鱼🦑人脉圈。","text":"面相西化了,虽然有钱,但牢A说的:还是不能融入大鱿鱼🦑人脉圈。","html":"面相西化了,虽然有钱,但牢A说的:还是不能融入大鱿鱼🦑人脉圈。"},{"author":{"id":"3556223833274629","authorId":"3556223833274629","name":"老山古","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3556223833274629","idStr":"3556223833274629"},"content":"西大不是有钱就能拿到人脉资源,特别是其他人种。","text":"西大不是有钱就能拿到人脉资源,特别是其他人种。","html":"西大不是有钱就能拿到人脉资源,特别是其他人种。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512681910813288,"gmtCreate":1766193445791,"gmtModify":1766193448543,"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"天赐美金我照单全收","avatar":"https://static.tigerbbs.com/f02f168ddba4569baf461701fa8e5fe3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182346424956632","idStr":"4182346424956632"},"themes":[],"title":"","htmlText":"流动性都是靠自己买,别人买不买没关系,自己公司自己买","listText":"流动性都是靠自己买,别人买不买没关系,自己公司自己买","text":"流动性都是靠自己买,别人买不买没关系,自己公司自己买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/512681910813288","isVote":1,"tweetType":1,"viewCount":1143,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000451","authorId":"9000000000000451","name":"NoraPoe","avatar":"https://static.tigerbbs.com/cccd4273a22d9caf92280ebf070d0557","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000451","idStr":"9000000000000451"},"content":"自己动手,丰衣足食,买就完事了!","text":"自己动手,丰衣足食,买就完事了!","html":"自己动手,丰衣足食,买就完事了!"},{"author":{"id":"3479274717122482","authorId":"3479274717122482","name":"PUSHo","avatar":"https://static.laohu8.com/picture49","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274717122482","idStr":"3479274717122482"},"content":"自家资金撑盘,确实硬气!","text":"自家资金撑盘,确实硬气!","html":"自家资金撑盘,确实硬气!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461590922936728,"gmtCreate":1753711942958,"gmtModify":1753711946973,"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"天赐美金我照单全收","avatar":"https://static.tigerbbs.com/f02f168ddba4569baf461701fa8e5fe3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182346424956632","idStr":"4182346424956632"},"themes":[],"htmlText":"没有买单,翻倍怎么清仓呢?买单0.05,卖单0.2,能成交吗?还是等到期[开心] [开心] [开心] [开心] [开心] [开心] [开心] ","listText":"没有买单,翻倍怎么清仓呢?买单0.05,卖单0.2,能成交吗?还是等到期[开心] [开心] [开心] [开心] [开心] [开心] [开心] ","text":"没有买单,翻倍怎么清仓呢?买单0.05,卖单0.2,能成交吗?还是等到期[开心] [开心] [开心] [开心] [开心] [开心] [开心]","images":[{"img":"https://static.tigerbbs.com/6a6531a0c7ebbdccd616257374be99f0"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461590922936728","repostId":"1168137545","repostType":2,"repost":{"id":"1168137545","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":1753685951,"share":"https://www.laohu8.com/m/news/1168137545?lang=zh_CN&edition=full","pubTime":"2025-07-28 14:59","market":"hk","language":"zh","title":"期权大单 | 英特尔绩后跌超8%,宣布裁员及暂停欧洲建厂,相关看跌期权涨幅翻倍","url":"https://stock-news.laohu8.com/highlight/detail?id=1168137545","media":"老虎资讯综合","summary":"数据来源:老虎国际期权市场总成交量53,677,338张合约,成交量高于90日平均,其中看涨期权占比升至60%。数据来源:Market Chameleon三、异动观察数据来源:Market Chameleon昨日,$英特尔$绩后跌超8%,期权合约成交较90日平均上涨3.5倍达1,241,585张。同时,英特尔将放缓俄亥俄州工厂建设、暂停欧洲工厂计划,并整合部分封装业务,战略转向根据需求建设产能。此外多张行权价5美元的看跌期权涨幅翻倍。其中7月25日到期的2.5美元看涨期权交易量较高,共有107,759份合约交易。","content":"<html><head></head><body><p><strong>一、市场概览 (7月25日)</strong></p><p>上周五(7月25日),三大指数集体上涨,道琼斯指数收盘上涨208.01点,涨幅0.47%,报44901.92点;标普500指数收盘上涨25.29点,涨幅0.40%,报6388.64点;纳斯达克综合指数收盘上涨50.36点,涨幅0.24%,报21108.32点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce0d3a321bbd7232a2632976989ff4cd\" alt=\"数据来源:老虎国际\" title=\"数据来源:老虎国际\" tg-width=\"931\" tg-height=\"336\"/><span>数据来源:老虎国际</span></p><p> 期权市场总成交量53,677,338张合约,成交量高于90日平均,其中看涨期权占比升至60%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a23a26e8456d17d1ce5cf6ca66bd4f80\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1506\" tg-height=\"360\"/><span>数据来源:Market Chameleon</span></p><p>二、<strong>期权成交总量TOP10</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/024c1c02bf62e5807d5932d186189f15\" alt=\"数据来源:老虎国际\" title=\"数据来源:老虎国际\" tg-width=\"1080\" tg-height=\"2062\"/><span>数据来源:老虎国际</span></p><p>昨日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>上涨3.5<strong>%,期权合约成交量541.94万张。</strong>7月25日到期的315美元<strong>看涨期权</strong>交易量较高,共有424,917份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fb88339500ef00ede02f74277258e7b\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1240\" tg-height=\"284\"/><span>数据来源:Market Chameleon</span></p><p>昨日,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>微跌0.14<strong>%,期权合约成交301.05万张</strong>。7月25日到期的175美元<strong>看涨期权</strong>交易量较高,共有485,758份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c99c80ef576a9b27cf2cb95ed28aedff\" alt=\" 数据来源:Market Chameleon\" title=\" 数据来源:Market Chameleon\" tg-width=\"1240\" tg-height=\"285\"/><span> 数据来源:Market Chameleon</span></p><p>昨日,<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>涨2.5<strong>%,期权合约成交125.48万张</strong>。其中7月25日到期的160美元<strong>看涨期权</strong>交易量较高,共有173,139份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5cc6340a32efbb3a72d60dad6ae6012\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1244\" tg-height=\"282\"/><span>数据来源:Market Chameleon</span></p><p>三、异动观察</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13510097a09a682e7d0bb3eec8915491\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1188\" tg-height=\"280\"/><span>数据来源:Market Chameleon</span></p><p>昨日,<a href=\"https://laohu8.com/S/INTC\">英特尔</a>绩后跌超8<strong>%,期权合约成交较90日平均上涨3.5倍达1,241,585张</strong>。其中7月25日到期的25美元<strong>看跌期权</strong>交易量较高,共有45,069份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1312bf11d04fe1c9dc3faa31f8cdaf9\" alt=\" 数据来源:Market Chameleon\" title=\" 数据来源:Market Chameleon\" tg-width=\"1240\" tg-height=\"282\"/><span> 数据来源:Market Chameleon</span></p><p>消息方面: 英特尔CEO陈立武宣布计划在年底前将员工总数从6月底的96,400人削减至75,000人,减少21,400人(较2024年底减少22%),这是公司继2023年、2024年及2025年初多次裁员(2025年至今已裁约24,000人)后的最新举措。此次裁员旨在简化结构、提升效率并聚焦AI和晶圆代工业务。同时,英特尔将放缓俄亥俄州工厂建设、暂停欧洲工厂计划,并整合部分封装业务,战略转向根据需求建设产能。尽管二季度营收129亿美元略超预期,但净亏损29亿美元(含19亿美元重组费),且三季度盈利预期低迷,突显其在增收的同时面临巨大利润压力,未来增长依赖AI、代工业务发展及持续的成本控制。</p><p>此外多张行权价5美元的看跌期权涨幅翻倍。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15ed5d1c4bd1da06a92a50c7d745b3bd\" tg-width=\"599\" tg-height=\"248\"/></p><p>MeMe股<a href=\"https://laohu8.com/S/OPEN\">Opendoor</a>股价涨5%,<strong>期权合约成交较90日平均暴涨5.6倍达732,440张</strong>。其中7月25日到期的2.5美元<strong>看涨期权</strong>交易量较高,共有107,759份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81dd90257a04f4fc0049eb5412be98ef\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1238\" tg-height=\"283\"/><span>数据来源:Market Chameleon</span></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>期权大单 | 英特尔绩后跌超8%,宣布裁员及暂停欧洲建厂,相关看跌期权涨幅翻倍</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期权大单 | 英特尔绩后跌超8%,宣布裁员及暂停欧洲建厂,相关看跌期权涨幅翻倍\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\">2025-07-28 14:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>一、市场概览 (7月25日)</strong></p><p>上周五(7月25日),三大指数集体上涨,道琼斯指数收盘上涨208.01点,涨幅0.47%,报44901.92点;标普500指数收盘上涨25.29点,涨幅0.40%,报6388.64点;纳斯达克综合指数收盘上涨50.36点,涨幅0.24%,报21108.32点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce0d3a321bbd7232a2632976989ff4cd\" alt=\"数据来源:老虎国际\" title=\"数据来源:老虎国际\" tg-width=\"931\" tg-height=\"336\"/><span>数据来源:老虎国际</span></p><p> 期权市场总成交量53,677,338张合约,成交量高于90日平均,其中看涨期权占比升至60%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a23a26e8456d17d1ce5cf6ca66bd4f80\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1506\" tg-height=\"360\"/><span>数据来源:Market Chameleon</span></p><p>二、<strong>期权成交总量TOP10</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/024c1c02bf62e5807d5932d186189f15\" alt=\"数据来源:老虎国际\" title=\"数据来源:老虎国际\" tg-width=\"1080\" tg-height=\"2062\"/><span>数据来源:老虎国际</span></p><p>昨日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>上涨3.5<strong>%,期权合约成交量541.94万张。</strong>7月25日到期的315美元<strong>看涨期权</strong>交易量较高,共有424,917份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fb88339500ef00ede02f74277258e7b\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1240\" tg-height=\"284\"/><span>数据来源:Market Chameleon</span></p><p>昨日,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>微跌0.14<strong>%,期权合约成交301.05万张</strong>。7月25日到期的175美元<strong>看涨期权</strong>交易量较高,共有485,758份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c99c80ef576a9b27cf2cb95ed28aedff\" alt=\" 数据来源:Market Chameleon\" title=\" 数据来源:Market Chameleon\" tg-width=\"1240\" tg-height=\"285\"/><span> 数据来源:Market Chameleon</span></p><p>昨日,<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>涨2.5<strong>%,期权合约成交125.48万张</strong>。其中7月25日到期的160美元<strong>看涨期权</strong>交易量较高,共有173,139份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5cc6340a32efbb3a72d60dad6ae6012\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1244\" tg-height=\"282\"/><span>数据来源:Market Chameleon</span></p><p>三、异动观察</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13510097a09a682e7d0bb3eec8915491\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1188\" tg-height=\"280\"/><span>数据来源:Market Chameleon</span></p><p>昨日,<a href=\"https://laohu8.com/S/INTC\">英特尔</a>绩后跌超8<strong>%,期权合约成交较90日平均上涨3.5倍达1,241,585张</strong>。其中7月25日到期的25美元<strong>看跌期权</strong>交易量较高,共有45,069份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1312bf11d04fe1c9dc3faa31f8cdaf9\" alt=\" 数据来源:Market Chameleon\" title=\" 数据来源:Market Chameleon\" tg-width=\"1240\" tg-height=\"282\"/><span> 数据来源:Market Chameleon</span></p><p>消息方面: 英特尔CEO陈立武宣布计划在年底前将员工总数从6月底的96,400人削减至75,000人,减少21,400人(较2024年底减少22%),这是公司继2023年、2024年及2025年初多次裁员(2025年至今已裁约24,000人)后的最新举措。此次裁员旨在简化结构、提升效率并聚焦AI和晶圆代工业务。同时,英特尔将放缓俄亥俄州工厂建设、暂停欧洲工厂计划,并整合部分封装业务,战略转向根据需求建设产能。尽管二季度营收129亿美元略超预期,但净亏损29亿美元(含19亿美元重组费),且三季度盈利预期低迷,突显其在增收的同时面临巨大利润压力,未来增长依赖AI、代工业务发展及持续的成本控制。</p><p>此外多张行权价5美元的看跌期权涨幅翻倍。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15ed5d1c4bd1da06a92a50c7d745b3bd\" tg-width=\"599\" tg-height=\"248\"/></p><p>MeMe股<a href=\"https://laohu8.com/S/OPEN\">Opendoor</a>股价涨5%,<strong>期权合约成交较90日平均暴涨5.6倍达732,440张</strong>。其中7月25日到期的2.5美元<strong>看涨期权</strong>交易量较高,共有107,759份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81dd90257a04f4fc0049eb5412be98ef\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1238\" tg-height=\"283\"/><span>数据来源:Market Chameleon</span></p><p> </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9635eb271432f5c92670ddd7726225b","relate_stocks":{"INTC":"英特尔","BK4554":"元宇宙及AR概念","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4543":"AI","BK4527":"明星科技股","BK4512":"苹果概念","OPEN":"Opendoor Technologies Inc","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","TSLA":"特斯拉","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4535":"淡马锡持仓","BK4515":"5G概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4612":"AI芯片","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4588":"碎股","BK4605":"半导体精选","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168137545","content_text":"一、市场概览 (7月25日)上周五(7月25日),三大指数集体上涨,道琼斯指数收盘上涨208.01点,涨幅0.47%,报44901.92点;标普500指数收盘上涨25.29点,涨幅0.40%,报6388.64点;纳斯达克综合指数收盘上涨50.36点,涨幅0.24%,报21108.32点。数据来源:老虎国际 期权市场总成交量53,677,338张合约,成交量高于90日平均,其中看涨期权占比升至60%。数据来源:Market Chameleon二、期权成交总量TOP10数据来源:老虎国际昨日,特斯拉上涨3.5%,期权合约成交量541.94万张。7月25日到期的315美元看涨期权交易量较高,共有424,917份合约交易。数据来源:Market Chameleon昨日,英伟达微跌0.14%,期权合约成交301.05万张。7月25日到期的175美元看涨期权交易量较高,共有485,758份合约交易。 数据来源:Market Chameleon昨日,Palantir涨2.5%,期权合约成交125.48万张。其中7月25日到期的160美元看涨期权交易量较高,共有173,139份合约交易。数据来源:Market Chameleon三、异动观察数据来源:Market Chameleon昨日,英特尔绩后跌超8%,期权合约成交较90日平均上涨3.5倍达1,241,585张。其中7月25日到期的25美元看跌期权交易量较高,共有45,069份合约交易。 数据来源:Market Chameleon消息方面: 英特尔CEO陈立武宣布计划在年底前将员工总数从6月底的96,400人削减至75,000人,减少21,400人(较2024年底减少22%),这是公司继2023年、2024年及2025年初多次裁员(2025年至今已裁约24,000人)后的最新举措。此次裁员旨在简化结构、提升效率并聚焦AI和晶圆代工业务。同时,英特尔将放缓俄亥俄州工厂建设、暂停欧洲工厂计划,并整合部分封装业务,战略转向根据需求建设产能。尽管二季度营收129亿美元略超预期,但净亏损29亿美元(含19亿美元重组费),且三季度盈利预期低迷,突显其在增收的同时面临巨大利润压力,未来增长依赖AI、代工业务发展及持续的成本控制。此外多张行权价5美元的看跌期权涨幅翻倍。MeMe股Opendoor股价涨5%,期权合约成交较90日平均暴涨5.6倍达732,440张。其中7月25日到期的2.5美元看涨期权交易量较高,共有107,759份合约交易。数据来源:Market Chameleon","news_type":1,"symbols_score_info":{"OPEN":1.1,"INTC":1,"TSLA":1.1,"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":2758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":459397121069056,"gmtCreate":1753194446005,"gmtModify":1753194447963,"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"天赐美金我照单全收","avatar":"https://static.tigerbbs.com/f02f168ddba4569baf461701fa8e5fe3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182346424956632","idStr":"4182346424956632"},"themes":[],"htmlText":"反正就几天的事情,分析肯定参考数据不太够","listText":"反正就几天的事情,分析肯定参考数据不太够","text":"反正就几天的事情,分析肯定参考数据不太够","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/459397121069056","isVote":1,"tweetType":1,"viewCount":2190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457624843858704,"gmtCreate":1752761974999,"gmtModify":1752761976772,"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"天赐美金我照单全收","avatar":"https://static.tigerbbs.com/f02f168ddba4569baf461701fa8e5fe3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182346424956632","idStr":"4182346424956632"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457624843858704","repostId":"1175147334","repostType":2,"repost":{"id":"1175147334","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":1752761089,"share":"https://www.laohu8.com/m/news/1175147334?lang=zh_CN&edition=full","pubTime":"2025-07-17 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class=\"h-time\">2025-07-17 22:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四,固态电池研发公司Quantumscape延续强势,截至发稿涨幅超15%,已连续8个交易日上涨,自6月25日以来涨幅超200%!</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e34d0451f39aab5e47418a0ccbcb1c6\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">Quantumscape致力于开发用于电动汽车和其他应用的下一代固态锂金属电池。该公司的技术旨在提供更高的能量密度、更快的充电速度和更高的安全性,这些优势在电动汽车市场备受关注。随着全球电动化趋势的加速,投资者对Quantumscape的长期发展前景保持乐观,推动其股价持续攀升。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/54ffa2abb86bb6f9c70bdb2f1488c8d4","relate_stocks":{"QS":"Quantumscape 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