terminatorl的个人主页 - 老虎社区

terminatorl

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IP属地：广西

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0勋章

2024-11-28

$Hut 8 Mining Corp(HUT)$ 找机会换个标。

2024-11-12

$老虎证券(TIGR)$ 西边的韭菜们快起床啦，看看q3那么硬。这都起不来的话有两个方法可破，电话会议可以说“q4比q3更炸裂”，“计划增加加密币交易功能”。

2025-04-15

就接触到的小哥而言，京东小哥的精神状态比美团小哥好一些。可见京东应该没美团压榨的那么狠。

京东发文疑似回应美团闪购嘲讽，称GMV比“幽灵外卖”大

2025-02-21

$蜜雪集团(02097)$ 大哥快开100倍，顶起让🐯看到！

2025-05-02

$博雷顿(01333)$ 摸一手就怀孕了，超购这么多，应该没问题吧？

2025-03-20

$耐克(NKE)$ 最近陪老爸去买鞋，发现nike竟然是折扣最高最便宜的一家，Adidas 安踏李宁都贵过它，最后买了李宁。过来看看股票，预期已经那么低了啊，做空做多都没把握，不玩了。

2025-03-18

$小米集团ADR(XIACY)$ 再说一次，雷总nb！

2025-02-13

说句玩笑话，待会儿川普又发推，fake news

市场消息：特朗普的新关税政策将不会即日生效

2025-02-01

13863÷1.379=10053，也就是蔚来品牌下滑了20％，完了完了，伺机做空吧。

蔚来：1月交付新车13,863台，同比增长37.9%

2025-01-04

$布鲁可(00325)$ 老虎补充一下100倍额度倍，我再给你贡献100蚊。

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/LI\">理想汽车</a> CEO李想召开了一场不一样的线上全员会。李想强调了接下来几个和AI相关的重要时间节点：1、2026年是所有想要成为AI头部公司上车的最后一年；2、最晚2028年，L4一定能落地；3、同时布局基座模型、芯片、具身智能、操作系统等业务的公司，最终全球不会超过3家，理想汽车会努力成为其中一家。未来，理想会进一步强化具身智能的品牌定位，而不仅仅是创造移动的家。</p><p>在上述重要的时间节点之外，李想还明确了一点：<strong>在汽车之外，理想一定会做人形机器人，并会尽快落地亮相。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115766651","content_text":"1月26日上午10点半， 理想汽车 CEO李想召开了一场不一样的线上全员会。李想强调了接下来几个和AI相关的重要时间节点：1、2026年是所有想要成为AI头部公司上车的最后一年；2、最晚2028年，L4一定能落地；3、同时布局基座模型、芯片、具身智能、操作系统等业务的公司，最终全球不会超过3家，理想汽车会努力成为其中一家。未来，理想会进一步强化具身智能的品牌定位，而不仅仅是创造移动的家。在上述重要的时间节点之外，李想还明确了一点：在汽车之外，理想一定会做人形机器人，并会尽快落地亮相。","news_type":1,"symbols_score_info":{"02015":2,"LI":2}},"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480266285170920,"gmtCreate":1758276302265,"gmtModify":1758276304770,"author":{"id":"4187146612904552","authorId":"4187146612904552","name":"terminatorl","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187146612904552","idStr":"4187146612904552"},"themes":[],"htmlText":"必须的，先看看是能薅点，还是被薅点。反正尽快离场，吉利都比它香。","listText":"必须的，先看看是能薅点，还是被薅点。反正尽快离场，吉利都比它香。","text":"必须的，先看看是能薅点，还是被薅点。反正尽快离场，吉利都比它香。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480266285170920","isVote":1,"tweetType":1,"viewCount":1472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477886512857496,"gmtCreate":1757681029527,"gmtModify":1757681031505,"author":{"id":"4187146612904552","authorId":"4187146612904552","name":"terminatorl","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187146612904552","idStr":"4187146612904552"},"themes":[],"htmlText":"猜个狠的，一开始大涨，之后一路下行，最后跌破发行价定格25刀！","listText":"猜个狠的，一开始大涨，之后一路下行，最后跌破发行价定格25刀！","text":"猜个狠的，一开始大涨，之后一路下行，最后跌破发行价定格25刀！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477886512857496","isVote":1,"tweetType":1,"viewCount":1579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476524641738784,"gmtCreate":1757342996192,"gmtModify":1757342998034,"author":{"id":"4187146612904552","authorId":"4187146612904552","name":"terminatorl","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187146612904552","idStr":"4187146612904552"},"themes":[],"htmlText":"你们是怎么埋伏到的[惊讶]&nbsp;&nbsp;","listText":"你们是怎么埋伏到的[惊讶]&nbsp;&nbsp;","text":"你们是怎么埋伏到的[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476524641738784","repostId":"1158682515","repostType":2,"repost":{"id":"1158682515","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":1757339420,"share":"https://www.laohu8.com/m/news/1158682515?lang=zh_CN&edition=full","pubTime":"2025-09-08 21:50","market":"us","language":"zh","title":"Eightco完成2.7亿美元私募配售，启动世界币金库战略","url":"https://stock-news.laohu8.com/highlight/detail?id=1158682515","media":"老虎资讯综合","summary":"启动世界币（Worldcoin）金库战略。","content":"<html><head></head><body><p>周一，<a href=\"https://laohu8.com/S/OCTO\">Eightco Holdings</a> 掀起狂飙，盘中一度涨逾3600%，截至发稿涨超2800%！公司完成2.7亿美元私募配售以启动世界币（Worldcoin）金库战略。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/779a3b8b4c53d32a959a95b498202970\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3d871ce610af0c37b4ce4448272a0a5\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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21:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一，<a href=\"https://laohu8.com/S/OCTO\">Eightco Holdings</a> 掀起狂飙，盘中一度涨逾3600%，截至发稿涨超2800%！公司完成2.7亿美元私募配售以启动世界币（Worldcoin）金库战略。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/779a3b8b4c53d32a959a95b498202970\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3d871ce610af0c37b4ce4448272a0a5\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2370c5ad2b8fa34c6e43f38390341e68","relate_stocks":{"ORBS":"Eightco Holdings Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158682515","content_text":"周一，Eightco Holdings 掀起狂飙，盘中一度涨逾3600%，截至发稿涨超2800%！公司完成2.7亿美元私募配售以启动世界币（Worldcoin）金库战略。","news_type":1,"symbols_score_info":{"ORBS":1.1,"OCTO":1.1}},"isVote":1,"tweetType":1,"viewCount":1323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":475462367195416,"gmtCreate":1757083086328,"gmtModify":1757083087516,"author":{"id":"4187146612904552","authorId":"4187146612904552","name":"terminatorl","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187146612904552","idStr":"4187146612904552"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SBET\">$SharpLink Gaming(SBET)$ </a> 没救了，幸好没入多少","listText":"<a href=\"https://laohu8.com/S/SBET\">$SharpLink Gaming(SBET)$ </a> 没救了，幸好没入多少","text":"$SharpLink Gaming(SBET)$ 没救了，幸好没入多少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/475462367195416","isVote":1,"tweetType":1,"viewCount":1841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":473488754926192,"gmtCreate":1756629332625,"gmtModify":1756629334328,"author":{"id":"4187146612904552","authorId":"4187146612904552","name":"terminatorl","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187146612904552","idStr":"4187146612904552"},"themes":[],"htmlText":"这还叫左侧……","listText":"这还叫左侧……","text":"这还叫左侧……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/473488754926192","repostId":"2563283466","repostType":2,"repost":{"id":"2563283466","kind":"news","pubTimestamp":1756625247,"share":"https://www.laohu8.com/m/news/2563283466?lang=zh_CN&edition=full","pubTime":"2025-08-31 15:27","market":"hk","language":"zh","title":"东吴证券：算力行情仍未结束，左侧积极布局AI+创新药等方向","url":"https://stock-news.laohu8.com/highlight/detail?id=2563283466","media":"智通财经","summary":"故建议依据中期产业逻辑确定性，将下游应用端的AI+创新药、AI+军工、AIGC、端侧AI、人形机器人及智驾等方向视为一种“看涨期权”，左侧进行积极布局。一方面，AI应用领域增长斜率尚未放缓，Token用量及AI软件用户数仍在加速增长。另一方面，目前国内尚未出现AI应用爆款与清晰高效的商业兑现模式，市场对于AI应用端的理解并不充分。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/601555\">东吴证券</a>发布研报称，6-8月市场主线围绕人工智能展开，目前行情主要集中于上游基础设施类硬件，其中景气确定性最高的海外链光模块、PCB等在6月率先启动，8月中旬以<a href=\"https://laohu8.com/S/688256\">寒武纪</a>为核心的国产算力正式开始补涨。在大盘量能充沛且产业逻辑没有出现明显瑕疵的情况下，并不认为算力行情即将结束，但对于场外持币者，上游硬件的强赚钱效应令人躁动不安，而客观上获利盘的不断增厚会带来一定止盈压力，主观层面持续累积的涨幅又难免使风险偏好较低的资金焦虑。</p><p>本轮AI行情中，下游应用滞涨的核心原因在于短期确定性不足——具有破圈效应的爆款单品和顺畅的商业模式均未出现，对应到上市公司层面则体现为业绩能见度不足，本轮行情中没有成为资金首选。但从科技浪潮演进角度，终局看AI赋能万物一定是通过应用端实现，<strong>亦即应用端的爆发具有中期确定性，且空间较上游硬件更为广阔，</strong>这一点已经在10年前的“互联网+”浪潮以及对应的股市行情中得到验证，这也意味着AI应用的行情启动只是时间问题。</p><p>在目前量能充沛的市场环境下，主线又集中于以AI为核心的科技，若上游硬件端出现筹码松动(例如核心标的出现20%左右的调整)，那么只需要边际上出现一些足以引起市场重视的事件催化(例如H20安全问题和DS模型的FP8使得国产算力行情由暗入明)，AI内部低位分支将展现出较强弹性，但彼时再右侧加入则将损失一部分赔率，面临和现在“是否追涨算力”同样的选择难题。<strong>故建议依据中期产业逻辑确定性，将下游应用端的AI+创新药、AI+军工、AIGC、端侧AI、人形机器人及智驾等方向视为一种“看涨期权”，左侧进行积极布局。</strong></p><p>东吴证券主要观点如下：</p><p>科技浪潮的终局一定是赋能万物，这在“互联网+”时代就已得到印证，从产业趋势演进角度看AI应用的兴起具有必然性，AI行情后半场将围绕应用端展开</p><p><strong>以10年前“互联网+”产业浪潮为例，随着上游基础设施建设和端侧交互入口级硬件的技术进步与渗透率提升，下游应用端爆发从终局视角看是必然趋势，但何时、以何种形式出现均需后验观察。</strong>此外，从<a href=\"https://laohu8.com/S/605178\">时空</a>两个维度来看，下游应用的行情持续性要强于上游硬件。</p><p>时间维度看，上游硬件主线行情为2009/06-2010/12的围绕果链供应链的消费电子行情，持续时间在1.5年左右，后续服务器方向在13-15年虽跟涨应用，但主要以点状行情为主，而下游应用端行情在2013年1月启动后，直到2015年6月才出现见顶，历时达两年半。空间维度看，2009/1/5-2015/6/12移动互联网行情始末，TMT板块中计算机、传媒板块向上弹性更大，累计涨幅分别为1039%和710%，高于硬件端电子、通信板块697%与300%的涨幅。</p><p>具体来看：</p><p>2009-2012年，移动互联网初具萌芽，3G渗透率持续提升，IPhone4发布带动全球智能手机放量，领涨方向主要为以电子板块为代表的硬件端，交易逻辑为景气成长；此外应用端亦出现了以<a href=\"https://laohu8.com/S/09898\">新浪微博</a>为代表的爆款，但商业化模式未能跑通，互联网应用尚处于主题投资阶段。</p><p>2013年以来，伴随4G的加速降费以及智能手机渗透率达到高位，移动互联网行情延伸至下游，2013年微信推出支付功能，《我是MT》开创的“免费游戏+内购道具”模式打通手游变现堵点，移动支付、手游等爆款应用的用户数在这一阶段实现激增，推动行情从上游硬件切换到以传媒、计算机为代表的下游应用端。2015年3月政府工作报告首提“互联网+”概念，同年7月国务院印发《关于积极推进“互联网+”行动的指导意见》，顶层设计推动下游应用场景持续拓展。“互联网+”概念向服务业、中游制造持续渗透，充分扩展行情宽度，叠加2015年流动性牛市助推，“互联网+”成为当时市场的绝对主线。此外，应用侧的“卖铲人”服务器逐步跑赢智能手机成为这一阶段的硬件端领涨主线。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c17fb92448a70f1f1f5d551ab2b70526\" tg-width=\"1080\" tg-height=\"755\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14091678815e7630b2920359c1642438\" tg-width=\"1080\" tg-height=\"454\"/></p><p><strong>若单独看软件应用，行情可大致分为2013-2015的“互联网+叙事下的普涨”和2016-2017“胜者为王的龙头行情”两个阶段。</strong> 2013-2015 年伴随“互联网+”的全行业渗透，新兴商业模式和应用层出不穷，并且均具备想象空间，此时垂类市场尚处于跑马圈地阶段，格局问题暂未显现，叠加流动性充裕背景下市场系统性的估值提升，软件应用端呈现出“沾边即涨”态势。</p><p>2016-2017年则明显以结构性行情为主，一方面互联网流量初期红利出现消退迹象，根据中国互联网络信息中心数据，2016、2017年我国网民互联网普及率分别为53.2%与55.8%，相较2010-2015年的规模增长斜率有所放缓，移动互联逐步转向存量市场，头部厂商通过资金、技术、用户资源等优势持续扩大市场份额，中小厂商生存空间显著压缩；另一方面，2015年6月“水牛”行情见顶后，出现一段较大幅度的估值回归，市场风险偏好明显下行，对公司业绩兑现能力要求提高，在马太效应极为显著的互联网领域，龙头厂商的业绩能见度更高，2016-2017年<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/09988\">阿里</a>营收利润实现高增，股价相应持续上行，2016/1/1-2017/12/31，港股腾讯/美股<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨幅分别为167%/112%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/082b28f07f30e9a01161af615e6d3e9a\" tg-width=\"1080\" tg-height=\"672\"/></p><p><strong>对比之下，接下来有望看到的是“AI+行情”的叙事普涨阶段。一方面，AI应用领域增长斜率尚未放缓，Token用量及AI软件用户数仍在加速增长。国家数据局8月14日发布会称，截至2025年6月，我国日均 Token 消耗量突破 30 万亿，自2024年初以来增长 300 多倍， QuestMobile数据亦显示，截至 2025年3月，AI原生App活跃用户数达2.7亿，同比增长536.8%。另一方面，目前国内尚未出现AI应用爆款与清晰高效的商业兑现模式，市场对于AI应用端的理解并不充分。在“龙头胜出”之前，应用侧有望先出现“百花齐放”的行情。</strong></p><p><strong>我国AI应用端实现质变落地具备政策、资源禀赋等多重因素背书</strong></p><p><strong>中央最新出台的《人工智能+行动意见》在政策级别上可类比2015年的《“互联网+”行动意见》。顶层设计明确“人工智能+”发展目标，后续各职能部门具体执行措施有望出台，AI下游应用端发展和落地有了明确的“Deadline”。</strong></p><p>2025年8月，国务院印发《关于深入实施“人工智能+”行动的意见》，明确到2027年、2030年我国力争实现新一代智能终端、智能体普及率分别达到70%与90%，到2035年我国全面步入智能经济和智能社会发展新阶段，并强调将人工智能与科学技术、产业发展、消费提质、民生福祉、治理能力和全球合作等6大重点领域进行广泛深度融合。此前2024、2025年“人工智能+”两度写入政府工作报告，但制定具体发展目标及实施节奏为首次，后续地方更多AI支持措施将跟进落地，下游应用发展有望加速。</p><p><strong>我国具备AI应用端蓬勃发展的天然土壤，工程师红利与庞大的用户群体是下游应用量变到质变的基础。</strong>从硬件应用来看，AI终端硬件的技术密集属性相较此前两轮科技周期将进一步强化，而我国特有的工程师红利提供了较新型工业化国家更强的高端制造能力和较北美更低的成本优势，以AI最大规模终端应用场景人形机器人为例，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Optimus的量产最佳选择将依然为中国供应商。</p><p>从软件端来看，我国用户规模优势显现，根据QuestMobile发布的《2025年AI应用市场半年报》，截至2025年6月30日，移动端AI应用月活跃用户规模达6.8亿。我国庞大的用户群体不仅形成巨大的潜在市场需求、催生更为多元的应用场景，还能够提供更为多样化的<a href=\"https://laohu8.com/S/603138\">海量数据</a>助力模型训练与垂类应用能力提升，赋能AIGC产业链发展。</p><p><strong>本轮国产芯片行情带来的启示：只要产业逻辑具备确定性，行情启动只是时间问题</strong></p><p><strong>基本面能见度会影响板块在投资者心中的优先级，即期景气度稍弱的分支可能在表现次序上滞后，只要大盘量能充沛且AI行情仍在，具备产业趋势逻辑的方向行情启动只是时间问题，本次国产算力行情就是个典型的例子。</strong></p><p>海外算力硬件之所以成为本轮行情的排头兵，核心在于最为扎实的即期业绩、高能见度的中期景气和难以证伪的未来增长，相比之下国产算力、端侧和软件应用等在上述几个维度均“差点意思”。复盘来看，本轮海外算力链行情启动于5月末、持续时间较久，核心在于PCB、光模块等算力通信的即期和中期景气度被<a href=\"https://laohu8.com/S/300502\">新易盛</a>等国内厂商业绩及海外CSP大厂资本开支指引不断验证和上修，但在6月-8月上旬长达两个月的时间中，国产算力板块表现始终“不温不火”。</p><p>但熟悉科技板块的投资者都清楚，不论NV算力卡是否放开对华出口，实现芯片自给都是AI时代的生存权问题，国家大基金三期、科创板创新层的设立等等无不在明示上层引导资本和资源支持“科技自立自强”，亦即国产芯片和上游制造端(晶圆代工、设备、材料等)的中期逻辑是非常确定的，只是尚没有标志性事件去吸引更多资金关注，缺乏行情启动的契机。</p><p>而8月8日<a href=\"https://laohu8.com/S/688981\">中芯国际</a>Q3业绩指引略不及市场乐观预期，便遭遇较大抛压，可见就在国产算力和半导体行情正式启动前夕，板块都是处于缺乏赚钱效应的状态，但同时基于较强的中期确定性和大盘充沛的流动性，板块底部中枢是在缓慢抬升的，依然以<a href=\"https://laohu8.com/S/00981\">中芯国际</a>为例，8月8日错杀后资金积极抄底、行情修复迅速。直到8月10日中央广播电视总台旗下媒体玉渊谭天发文“美国如何给芯片安‘后门’”揭示H20“既不环保，也不先进，更不安全”，随后8月12日寒武纪20cm涨停，国产算力线才正式“由暗入明”。</p><p>8月21日，DeepSeek V3.1使用FP8参数架构增强国产芯片适配性，8月27日金融时报报道中国芯片制造商明年拟将三倍扩张AI处理器产量，多头的叙事不断累积强化板块信心，科创50爆发出极大的上涨弹性：8月1日-27日科创50上涨超20%，显著跑赢沪深300与创业板指，寒武纪作为国产芯片龙头在此期间涨幅超90%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26cf96098b66ddbf4b295deee6688e93\" tg-width=\"1080\" tg-height=\"643\"/></p><p><strong>国产芯片及半导体从“无人问津”到市场主线的转变本质上是一个凝聚市场共识、做多动能累积的过程，但如果在“两根阳线”之后追涨，就难免有赔率损失，若入场更晚些、缺乏利润垫保护，则持股心态亦会受到影响。在中期产业趋势具备确定性的情况下，无法准确预判重要催化在何时发生以扭转资金态度，但大盘流动性充裕时板块向下空间亦十分有限，此时较优的策略是基于赔率思维，将具有产业逻辑确定性的相对低位板块作为“看涨期权”左侧布局。</strong></p><p><strong>目前AI行情中，下游应用端相比上游硬件明显落后，为具备赔率优势的潜在配置方向。启动只是时间问题自4.7关税风波下大盘形成“黄金坑”以来，若以科创创业50作为基准，则仅有上游硬件端跑赢，消费电子、机器人板块次之，软件应用板块涨幅最为落后。</strong>从4月7日-8月26日区间涨跌幅来看，上游硬件端光模块/PCB/高速铜连接/服务器板块分别跑赢基准67.8/17.3/14.6/6.3pct，中下游软件及应用端仅游戏板块跑赢基准14.3pct，其余AIGC/智能体/云计算/人形机器人/AI穿戴设备/智能驾驶/电商等板块分别跑输基准13.1/12.5/16.5/13.3 /15.1/19.4/14.7pct。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58fe7b97c3470401697176b88644b7d7\" tg-width=\"1080\" tg-height=\"1063\"/></p><p>国内软件应用方向看，模型能力不足导致垂类应用能力受限，市场尚未在软件应用板块看到业绩兑现可能及爆款应用带来的想象空间；而从“海外映射”角度，目前美股AI软件应用也只是<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>、 AppLovin等个别公司单点表现，没有出现大面积行情，核心依然是产业发展“奇点”仍需等待，这也是许多投资者顾虑的因素之一，因此AI软件应用板块滞涨最为明显。</p><p>而根据前文分析，应用的落地是科技浪潮的必然结果，在龙头公司胜出之前，会先有一段基于产业逻辑叙事的全面行情，触发点可能是某款国产基座模型能力的跨越式进步及token调用量骤增，某应用月活/排名的陡峭上升，某项“AI+”政策给予具体的研发或落地补贴等。</p><p>事实上，在良性的“慢牛”格局下，板块内部的超额较难无限拉开，部分持币者因畏高而倾向于在低位分支“另开一桌”，同时部分持筹者止盈心态随利润累积而放大，后续若高位上游硬件端出现筹码松动(震荡/调整)，流动性外溢亦有助于提升低位分支的上涨弹性。对于上游硬件端的踏空资金而言，<strong>后续有动机低位布局短期业绩能见度低，但中长期终局具备确定性且当前位置存在性价比的下游应用方向。立足赔率思维，建议积极布局下游应用方向的AI+创新药、AI+军工、AIGC、传媒游戏、AI端侧、人形机器人以及智驾板块的投资机会。</strong></p><p><strong>基于此，核心推荐以下AI应用端方向(包括硬件应用与软件应用)：</strong></p><p><strong>AI+创新药：</strong>AI在制药领域的应用有望显著降低药物发现的成本与时间周期，加速靶点开发与验证过程，同时可通过模拟临床试验降低初试失败风险</p><p><strong>AI+军工：</strong>人工智能赋能军工信息化建设，通过有效实时整合卫星、雷达、无人机等多源情报数据，构建全面精准的战场态势图，革新指挥系统；机器狼、机器狗等无人装备与自主作战系统是 AI+军工的另一关键领域</p><p><strong>AIGC：</strong>终局叙事完备，但短期由于爆款应用推出尚待时日，业绩能见度较低，后续关注国产大模型能力升级、AI Agent产业进展等催化</p><p><strong>人形机器人：</strong>AI最大规模终端应用场景，国产机器人厂商逐步走向订单验证阶段，重点关注特斯拉 Optimus V3新图纸更新</p><p><strong>消费电子：</strong>9月后新品密集推出，重点关注9.10<a href=\"https://laohu8.com/S/AAPL\">苹果</a>消费电子新品发布会以及<a href=\"https://laohu8.com/S/META\">Meta</a> AI眼镜产品反馈</p><p><strong>智能驾驶、车路云：</strong>VLA技术范式重塑车企格局，云车协同竞争进入白热化阶段，亦是端侧AI的重要分支，但受车企竞争格局影响短期弹性相对不足</p><p><strong>AI+其他：</strong>AI+金融、AI+农业、AI+物流、AI+法律、AI+政务、AI+电商、AI+编程等</p><p><strong>风险提示</strong></p><p>国内经济复苏速度不及预期；联储降息不及预期；宏观政策力度不及预期；科技创新不及预期；地缘政治风险。</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>东吴证券：算力行情仍未结束，左侧积极布局AI+创新药等方向</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\">\n东吴证券：算力行情仍未结束，左侧积极布局AI+创新药等方向\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-31 15:27 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1339466.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>东吴证券发布研报称，6-8月市场主线围绕人工智能展开，目前行情主要集中于上游基础设施类硬件，其中景气确定性最高的海外链光模块、PCB等在6月率先启动，8月中旬以寒武纪为核心的国产算力正式开始补涨。在大盘量能充沛且产业逻辑没有出现明显瑕疵的情况下，并不认为算力行情即将结束，但对于场外持币者，上游硬件的强赚钱效应令人躁动不安，而客观上获利盘的不断增厚会带来一定止盈压力，主观层面持续累积的涨幅又难免使...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1339466.html\">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/53c38b893b1ea0d52d5173f0c3bc05ca","relate_stocks":{"159992":"创新药","601555":"东吴证券","BK0028":"国家队","BK0276":"资本市场","06978":"永泰生物-B","BK0183":"MSCI概念","BK0188":"融资融券","BK0012":"证金概念","BK1161":"生物科技","BK1574":"生物医药B类股","BK0009":"债转股"},"source_url":"http://www.zhitongcaijing.com/content/detail/1339466.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2563283466","content_text":"东吴证券发布研报称，6-8月市场主线围绕人工智能展开，目前行情主要集中于上游基础设施类硬件，其中景气确定性最高的海外链光模块、PCB等在6月率先启动，8月中旬以寒武纪为核心的国产算力正式开始补涨。在大盘量能充沛且产业逻辑没有出现明显瑕疵的情况下，并不认为算力行情即将结束，但对于场外持币者，上游硬件的强赚钱效应令人躁动不安，而客观上获利盘的不断增厚会带来一定止盈压力，主观层面持续累积的涨幅又难免使风险偏好较低的资金焦虑。本轮AI行情中，下游应用滞涨的核心原因在于短期确定性不足——具有破圈效应的爆款单品和顺畅的商业模式均未出现，对应到上市公司层面则体现为业绩能见度不足，本轮行情中没有成为资金首选。但从科技浪潮演进角度，终局看AI赋能万物一定是通过应用端实现，亦即应用端的爆发具有中期确定性，且空间较上游硬件更为广阔，这一点已经在10年前的“互联网+”浪潮以及对应的股市行情中得到验证，这也意味着AI应用的行情启动只是时间问题。在目前量能充沛的市场环境下，主线又集中于以AI为核心的科技，若上游硬件端出现筹码松动(例如核心标的出现20%左右的调整)，那么只需要边际上出现一些足以引起市场重视的事件催化(例如H20安全问题和DS模型的FP8使得国产算力行情由暗入明)，AI内部低位分支将展现出较强弹性，但彼时再右侧加入则将损失一部分赔率，面临和现在“是否追涨算力”同样的选择难题。故建议依据中期产业逻辑确定性，将下游应用端的AI+创新药、AI+军工、AIGC、端侧AI、人形机器人及智驾等方向视为一种“看涨期权”，左侧进行积极布局。东吴证券主要观点如下：科技浪潮的终局一定是赋能万物，这在“互联网+”时代就已得到印证，从产业趋势演进角度看AI应用的兴起具有必然性，AI行情后半场将围绕应用端展开以10年前“互联网+”产业浪潮为例，随着上游基础设施建设和端侧交互入口级硬件的技术进步与渗透率提升，下游应用端爆发从终局视角看是必然趋势，但何时、以何种形式出现均需后验观察。此外，从时空两个维度来看，下游应用的行情持续性要强于上游硬件。时间维度看，上游硬件主线行情为2009/06-2010/12的围绕果链供应链的消费电子行情，持续时间在1.5年左右，后续服务器方向在13-15年虽跟涨应用，但主要以点状行情为主，而下游应用端行情在2013年1月启动后，直到2015年6月才出现见顶，历时达两年半。空间维度看，2009/1/5-2015/6/12移动互联网行情始末，TMT板块中计算机、传媒板块向上弹性更大，累计涨幅分别为1039%和710%，高于硬件端电子、通信板块697%与300%的涨幅。具体来看：2009-2012年，移动互联网初具萌芽，3G渗透率持续提升，IPhone4发布带动全球智能手机放量，领涨方向主要为以电子板块为代表的硬件端，交易逻辑为景气成长；此外应用端亦出现了以新浪微博为代表的爆款，但商业化模式未能跑通，互联网应用尚处于主题投资阶段。2013年以来，伴随4G的加速降费以及智能手机渗透率达到高位，移动互联网行情延伸至下游，2013年微信推出支付功能，《我是MT》开创的“免费游戏+内购道具”模式打通手游变现堵点，移动支付、手游等爆款应用的用户数在这一阶段实现激增，推动行情从上游硬件切换到以传媒、计算机为代表的下游应用端。2015年3月政府工作报告首提“互联网+”概念，同年7月国务院印发《关于积极推进“互联网+”行动的指导意见》，顶层设计推动下游应用场景持续拓展。“互联网+”概念向服务业、中游制造持续渗透，充分扩展行情宽度，叠加2015年流动性牛市助推，“互联网+”成为当时市场的绝对主线。此外，应用侧的“卖铲人”服务器逐步跑赢智能手机成为这一阶段的硬件端领涨主线。若单独看软件应用，行情可大致分为2013-2015的“互联网+叙事下的普涨”和2016-2017“胜者为王的龙头行情”两个阶段。 2013-2015 年伴随“互联网+”的全行业渗透，新兴商业模式和应用层出不穷，并且均具备想象空间，此时垂类市场尚处于跑马圈地阶段，格局问题暂未显现，叠加流动性充裕背景下市场系统性的估值提升，软件应用端呈现出“沾边即涨”态势。2016-2017年则明显以结构性行情为主，一方面互联网流量初期红利出现消退迹象，根据中国互联网络信息中心数据，2016、2017年我国网民互联网普及率分别为53.2%与55.8%，相较2010-2015年的规模增长斜率有所放缓，移动互联逐步转向存量市场，头部厂商通过资金、技术、用户资源等优势持续扩大市场份额，中小厂商生存空间显著压缩；另一方面，2015年6月“水牛”行情见顶后，出现一段较大幅度的估值回归，市场风险偏好明显下行，对公司业绩兑现能力要求提高，在马太效应极为显著的互联网领域，龙头厂商的业绩能见度更高，2016-2017年腾讯、阿里营收利润实现高增，股价相应持续上行，2016/1/1-2017/12/31，港股腾讯/美股阿里巴巴涨幅分别为167%/112%。对比之下，接下来有望看到的是“AI+行情”的叙事普涨阶段。一方面，AI应用领域增长斜率尚未放缓，Token用量及AI软件用户数仍在加速增长。国家数据局8月14日发布会称，截至2025年6月，我国日均 Token 消耗量突破 30 万亿，自2024年初以来增长 300 多倍， QuestMobile数据亦显示，截至 2025年3月，AI原生App活跃用户数达2.7亿，同比增长536.8%。另一方面，目前国内尚未出现AI应用爆款与清晰高效的商业兑现模式，市场对于AI应用端的理解并不充分。在“龙头胜出”之前，应用侧有望先出现“百花齐放”的行情。我国AI应用端实现质变落地具备政策、资源禀赋等多重因素背书中央最新出台的《人工智能+行动意见》在政策级别上可类比2015年的《“互联网+”行动意见》。顶层设计明确“人工智能+”发展目标，后续各职能部门具体执行措施有望出台，AI下游应用端发展和落地有了明确的“Deadline”。2025年8月，国务院印发《关于深入实施“人工智能+”行动的意见》，明确到2027年、2030年我国力争实现新一代智能终端、智能体普及率分别达到70%与90%，到2035年我国全面步入智能经济和智能社会发展新阶段，并强调将人工智能与科学技术、产业发展、消费提质、民生福祉、治理能力和全球合作等6大重点领域进行广泛深度融合。此前2024、2025年“人工智能+”两度写入政府工作报告，但制定具体发展目标及实施节奏为首次，后续地方更多AI支持措施将跟进落地，下游应用发展有望加速。我国具备AI应用端蓬勃发展的天然土壤，工程师红利与庞大的用户群体是下游应用量变到质变的基础。从硬件应用来看，AI终端硬件的技术密集属性相较此前两轮科技周期将进一步强化，而我国特有的工程师红利提供了较新型工业化国家更强的高端制造能力和较北美更低的成本优势，以AI最大规模终端应用场景人形机器人为例，特斯拉Optimus的量产最佳选择将依然为中国供应商。从软件端来看，我国用户规模优势显现，根据QuestMobile发布的《2025年AI应用市场半年报》，截至2025年6月30日，移动端AI应用月活跃用户规模达6.8亿。我国庞大的用户群体不仅形成巨大的潜在市场需求、催生更为多元的应用场景，还能够提供更为多样化的海量数据助力模型训练与垂类应用能力提升，赋能AIGC产业链发展。本轮国产芯片行情带来的启示：只要产业逻辑具备确定性，行情启动只是时间问题基本面能见度会影响板块在投资者心中的优先级，即期景气度稍弱的分支可能在表现次序上滞后，只要大盘量能充沛且AI行情仍在，具备产业趋势逻辑的方向行情启动只是时间问题，本次国产算力行情就是个典型的例子。海外算力硬件之所以成为本轮行情的排头兵，核心在于最为扎实的即期业绩、高能见度的中期景气和难以证伪的未来增长，相比之下国产算力、端侧和软件应用等在上述几个维度均“差点意思”。复盘来看，本轮海外算力链行情启动于5月末、持续时间较久，核心在于PCB、光模块等算力通信的即期和中期景气度被新易盛等国内厂商业绩及海外CSP大厂资本开支指引不断验证和上修，但在6月-8月上旬长达两个月的时间中，国产算力板块表现始终“不温不火”。但熟悉科技板块的投资者都清楚，不论NV算力卡是否放开对华出口，实现芯片自给都是AI时代的生存权问题，国家大基金三期、科创板创新层的设立等等无不在明示上层引导资本和资源支持“科技自立自强”，亦即国产芯片和上游制造端(晶圆代工、设备、材料等)的中期逻辑是非常确定的，只是尚没有标志性事件去吸引更多资金关注，缺乏行情启动的契机。而8月8日中芯国际Q3业绩指引略不及市场乐观预期，便遭遇较大抛压，可见就在国产算力和半导体行情正式启动前夕，板块都是处于缺乏赚钱效应的状态，但同时基于较强的中期确定性和大盘充沛的流动性，板块底部中枢是在缓慢抬升的，依然以中芯国际为例，8月8日错杀后资金积极抄底、行情修复迅速。直到8月10日中央广播电视总台旗下媒体玉渊谭天发文“美国如何给芯片安‘后门’”揭示H20“既不环保，也不先进，更不安全”，随后8月12日寒武纪20cm涨停，国产算力线才正式“由暗入明”。8月21日，DeepSeek V3.1使用FP8参数架构增强国产芯片适配性，8月27日金融时报报道中国芯片制造商明年拟将三倍扩张AI处理器产量，多头的叙事不断累积强化板块信心，科创50爆发出极大的上涨弹性：8月1日-27日科创50上涨超20%，显著跑赢沪深300与创业板指，寒武纪作为国产芯片龙头在此期间涨幅超90%。国产芯片及半导体从“无人问津”到市场主线的转变本质上是一个凝聚市场共识、做多动能累积的过程，但如果在“两根阳线”之后追涨，就难免有赔率损失，若入场更晚些、缺乏利润垫保护，则持股心态亦会受到影响。在中期产业趋势具备确定性的情况下，无法准确预判重要催化在何时发生以扭转资金态度，但大盘流动性充裕时板块向下空间亦十分有限，此时较优的策略是基于赔率思维，将具有产业逻辑确定性的相对低位板块作为“看涨期权”左侧布局。目前AI行情中，下游应用端相比上游硬件明显落后，为具备赔率优势的潜在配置方向。启动只是时间问题自4.7关税风波下大盘形成“黄金坑”以来，若以科创创业50作为基准，则仅有上游硬件端跑赢，消费电子、机器人板块次之，软件应用板块涨幅最为落后。从4月7日-8月26日区间涨跌幅来看，上游硬件端光模块/PCB/高速铜连接/服务器板块分别跑赢基准67.8/17.3/14.6/6.3pct，中下游软件及应用端仅游戏板块跑赢基准14.3pct，其余AIGC/智能体/云计算/人形机器人/AI穿戴设备/智能驾驶/电商等板块分别跑输基准13.1/12.5/16.5/13.3 /15.1/19.4/14.7pct。国内软件应用方向看，模型能力不足导致垂类应用能力受限，市场尚未在软件应用板块看到业绩兑现可能及爆款应用带来的想象空间；而从“海外映射”角度，目前美股AI软件应用也只是Palantir、 AppLovin等个别公司单点表现，没有出现大面积行情，核心依然是产业发展“奇点”仍需等待，这也是许多投资者顾虑的因素之一，因此AI软件应用板块滞涨最为明显。而根据前文分析，应用的落地是科技浪潮的必然结果，在龙头公司胜出之前，会先有一段基于产业逻辑叙事的全面行情，触发点可能是某款国产基座模型能力的跨越式进步及token调用量骤增，某应用月活/排名的陡峭上升，某项“AI+”政策给予具体的研发或落地补贴等。事实上，在良性的“慢牛”格局下，板块内部的超额较难无限拉开，部分持币者因畏高而倾向于在低位分支“另开一桌”，同时部分持筹者止盈心态随利润累积而放大，后续若高位上游硬件端出现筹码松动(震荡/调整)，流动性外溢亦有助于提升低位分支的上涨弹性。对于上游硬件端的踏空资金而言，后续有动机低位布局短期业绩能见度低，但中长期终局具备确定性且当前位置存在性价比的下游应用方向。立足赔率思维，建议积极布局下游应用方向的AI+创新药、AI+军工、AIGC、传媒游戏、AI端侧、人形机器人以及智驾板块的投资机会。基于此，核心推荐以下AI应用端方向(包括硬件应用与软件应用)：AI+创新药：AI在制药领域的应用有望显著降低药物发现的成本与时间周期，加速靶点开发与验证过程，同时可通过模拟临床试验降低初试失败风险AI+军工：人工智能赋能军工信息化建设，通过有效实时整合卫星、雷达、无人机等多源情报数据，构建全面精准的战场态势图，革新指挥系统；机器狼、机器狗等无人装备与自主作战系统是 AI+军工的另一关键领域AIGC：终局叙事完备，但短期由于爆款应用推出尚待时日，业绩能见度较低，后续关注国产大模型能力升级、AI Agent产业进展等催化人形机器人：AI最大规模终端应用场景，国产机器人厂商逐步走向订单验证阶段，重点关注特斯拉 Optimus V3新图纸更新消费电子：9月后新品密集推出，重点关注9.10苹果消费电子新品发布会以及Meta AI眼镜产品反馈智能驾驶、车路云：VLA技术范式重塑车企格局，云车协同竞争进入白热化阶段，亦是端侧AI的重要分支，但受车企竞争格局影响短期弹性相对不足AI+其他：AI+金融、AI+农业、AI+物流、AI+法律、AI+政务、AI+电商、AI+编程等风险提示国内经济复苏速度不及预期；联储降息不及预期；宏观政策力度不及预期；科技创新不及预期；地缘政治风险。","news_type":1,"symbols_score_info":{"159992":1,"601555":1,"06978":1}},"isVote":1,"tweetType":1,"viewCount":2281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":470329466741024,"gmtCreate":1755857351254,"gmtModify":1755857353247,"author":{"id":"4187146612904552","authorId":"4187146612904552","name":"terminatorl","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187146612904552","idStr":"4187146612904552"},"themes":[],"htmlText":"现在这个分配制度不是打不打的问题，是怎样分配资金分配融资最合理的问题。","listText":"现在这个分配制度不是打不打的问题，是怎样分配资金分配融资最合理的问题。","text":"现在这个分配制度不是打不打的问题，是怎样分配资金分配融资最合理的问题。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/470329466741024","isVote":1,"tweetType":1,"viewCount":1533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462965827359104,"gmtCreate":1754034304322,"gmtModify":1754034306599,"author":{"id":"4187146612904552","authorId":"4187146612904552","name":"terminatorl","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187146612904552","idStr":"4187146612904552"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$&nbsp;</a> 小仓位不怕","listText":"<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$&nbsp;</a> 小仓位不怕","text":"$联合健康(UNH)$ 小仓位不怕","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462965827359104","isVote":1,"tweetType":1,"viewCount":1900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462975607009304,"gmtCreate":1754031926941,"gmtModify":1754031928846,"author":{"id":"4187146612904552","authorId":"4187146612904552","name":"terminatorl","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187146612904552","idStr":"4187146612904552"},"themes":[],"htmlText":"兴趣小虎可爱，往后还可以出更多运动","listText":"兴趣小虎可爱，往后还可以出更多运动","text":"兴趣小虎可爱，往后还可以出更多运动","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462975607009304","isVote":1,"tweetType":1,"viewCount":1328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462566817272192,"gmtCreate":1753936889750,"gmtModify":1753936891168,"author":{"id":"4187146612904552","authorId":"4187146612904552","name":"terminatorl","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187146612904552","idStr":"4187146612904552"},"themes":[],"htmlText":"50","listText":"50","text":"50","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462566817272192","isVote":1,"tweetType":1,"viewCount":1751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":457461996041032,"gmtCreate":1752722123936,"gmtModify":1752722303256,"author":{"id":"4187146612904552","authorId":"4187146612904552","name":"terminatorl","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187146612904552","idStr":"4187146612904552"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3574566655065249\">@恭喜贺喜</a>:先进不先进，使用者最清楚。//<a href=\"https://laohu8.com/U/3574566655065249\">@恭喜贺喜</a>:傻叉公司，国家都有了先进芯片，非要舔着脸去买狗的","listText":"Replying to <a href=\"https://laohu8.com/U/3574566655065249\">@恭喜贺喜</a>:先进不先进，使用者最清楚。//<a href=\"https://laohu8.com/U/3574566655065249\">@恭喜贺喜</a>:傻叉公司，国家都有了先进芯片，非要舔着脸去买狗的","text":"Replying to @恭喜贺喜:先进不先进，使用者最清楚。//@恭喜贺喜:傻叉公司，国家都有了先进芯片，非要舔着脸去买狗的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457461996041032","isVote":1,"tweetType":1,"viewCount":1743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445917647012168,"gmtCreate":1749872594918,"gmtModify":1749872596094,"author":{"id":"4187146612904552","authorId":"4187146612904552","name":"terminatorl","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187146612904552","idStr":"4187146612904552"},"themes":[],"htmlText":"这包括他儿子吗？加上他儿子那边富可敌国了吧。","listText":"这包括他儿子吗？加上他儿子那边富可敌国了吧。","text":"这包括他儿子吗？加上他儿子那边富可敌国了吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445917647012168","repostId":"1125690110","repostType":2,"repost":{"id":"1125690110","kind":"news","pubTimestamp":1749865611,"share":"https://www.laohu8.com/m/news/1125690110?lang=zh_CN&edition=full","pubTime":"2025-06-14 09:46","market":"us","language":"zh","title":"特朗普任内首份财务披露报告：通过加密货币获益5736万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1125690110","media":"央视新闻","summary":"当地时间6月13日晚，美国总统特朗普提交了其任内首份公开财务披露报告。这份2025年度财务披露报告共计234页，其中145页为股票和债券投资记录。报告显示，特朗普的主要收入来源之一，是他通过持有World Liberty Financial股份所获得的约5736万美元收益。这家加密货币平台于去年启动，数字代币的销售为特朗普及其家族带来了可观利润。特朗普的财务披露还显示，他从带有他名字的吉他、圣经和手表中获得了数百万美元的收入。","content":"<html><head></head><body><p>当地时间6月13日晚，美国总统特朗普提交了其任内首份公开财务披露报告。根据美国政府道德办公室发布的文件，特朗普仍持续从数十处豪华地产和商业项目中获得收入，其中许多项目价值高达数千万美元。</p><p style=\"text-align: justify;\">这份2025年度财务披露报告共计234页，其中145页为股票和债券投资记录。报告显示，特朗普的主要收入来源之一，是他通过持有World Liberty Financial股份所获得的约5736万美元收益。这家加密货币平台于去年启动，数字代币的销售为特朗普及其家族带来了可观利润。</p><p style=\"text-align: justify;\">报告还列出部分债务信息，包括至少1.5万美元的美国运通信用卡欠款，以及对作家卡罗尔的赔偿义务——特朗普此前被指控性侵和诽谤卡罗尔。</p><p style=\"text-align: justify;\">特朗普的财务披露还显示，他从带有他名字的吉他、圣经和手表中获得了数百万美元的收入。</p></body></html>","source":"lsy1568181200495","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特朗普任内首份财务披露报告：通过加密货币获益5736万美元</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特朗普任内首份财务披露报告：通过加密货币获益5736万美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-14 09:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=11611772710475006440&channelId=1119><strong>央视新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当地时间6月13日晚，美国总统特朗普提交了其任内首份公开财务披露报告。根据美国政府道德办公室发布的文件，特朗普仍持续从数十处豪华地产和商业项目中获得收入，其中许多项目价值高达数千万美元。这份2025年度财务披露报告共计234页，其中145页为股票和债券投资记录。报告显示，特朗普的主要收入来源之一，是他通过持有World Liberty Financial股份所获得的约5736万美元收益。这家加密...</p>\n\n<a href=\"https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=11611772710475006440&channelId=1119\">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/41f81b99b97a59da55dd70fd1af475cb","relate_stocks":{},"source_url":"https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=11611772710475006440&channelId=1119","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125690110","content_text":"当地时间6月13日晚，美国总统特朗普提交了其任内首份公开财务披露报告。根据美国政府道德办公室发布的文件，特朗普仍持续从数十处豪华地产和商业项目中获得收入，其中许多项目价值高达数千万美元。这份2025年度财务披露报告共计234页，其中145页为股票和债券投资记录。报告显示，特朗普的主要收入来源之一，是他通过持有World Liberty Financial股份所获得的约5736万美元收益。这家加密货币平台于去年启动，数字代币的销售为特朗普及其家族带来了可观利润。报告还列出部分债务信息，包括至少1.5万美元的美国运通信用卡欠款，以及对作家卡罗尔的赔偿义务——特朗普此前被指控性侵和诽谤卡罗尔。特朗普的财务披露还显示，他从带有他名字的吉他、圣经和手表中获得了数百万美元的收入。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441365426647544,"gmtCreate":1748794078460,"gmtModify":1748794080186,"author":{"id":"4187146612904552","authorId":"4187146612904552","name":"terminatorl","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187146612904552","idStr":"4187146612904552"},"themes":[],"htmlText":"跟预定目标差一大截","listText":"跟预定目标差一大截","text":"跟预定目标差一大截","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/441365426647544","repostId":"1165376741","repostType":2,"repost":{"id":"1165376741","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":1748772773,"share":"https://www.laohu8.com/m/news/1165376741?lang=zh_CN&edition=full","pubTime":"2025-06-01 18:12","market":"sh","language":"zh","title":"比亚迪股份：5月新能源车销量为382,476辆，去年同期331,817辆","url":"https://stock-news.laohu8.com/highlight/detail?id=1165376741","media":"老虎资讯综合","summary":"本年累计销量为176.34万辆。","content":"<html><head></head><body><p>比亚迪股份公告：<strong>2025年5月，公司新能源车销量为382,476辆，去年同期为331,817辆；本年累计销量为176.34万辆，去年累计为127.13万辆，累计同比增长38.70%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf69bf6080dc3421680e7dbd12c32657\" title=\"\" tg-width=\"1023\" tg-height=\"772\"/></p><p>其中，乘用车销量为37.69万辆，去年同期为33.05万辆；本年累计销量为173.56万辆，去年累计为126.69万辆，累计同比增长37.00%。</p><p>商用车销量为5546辆，去年同期为1329辆；本年累计销量为27726辆，去年累计为4391辆，累计同比增长531.43%。</p><p>此外，公司5月海外销售新能源汽车合计89047辆，新能源车动力电池及储能电池装机总量约为28.48 GWh，2025年累计装机总量约为107.51 GWh。</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>比亚迪股份：5月新能源车销量为382,476辆，去年同期331,817辆</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比亚迪股份：5月新能源车销量为382,476辆，去年同期331,817辆\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\">2025-06-01 18:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>比亚迪股份公告：<strong>2025年5月，公司新能源车销量为382,476辆，去年同期为331,817辆；本年累计销量为176.34万辆，去年累计为127.13万辆，累计同比增长38.70%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf69bf6080dc3421680e7dbd12c32657\" title=\"\" tg-width=\"1023\" tg-height=\"772\"/></p><p>其中，乘用车销量为37.69万辆，去年同期为33.05万辆；本年累计销量为173.56万辆，去年累计为126.69万辆，累计同比增长37.00%。</p><p>商用车销量为5546辆，去年同期为1329辆；本年累计销量为27726辆，去年累计为4391辆，累计同比增长531.43%。</p><p>此外，公司5月海外销售新能源汽车合计89047辆，新能源车动力电池及储能电池装机总量约为28.48 GWh，2025年累计装机总量约为107.51 GWh。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cd50c4c364250ebb8dae90576a876362","relate_stocks":{"002594":"比亚迪","01211":"比亚迪股份"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165376741","content_text":"比亚迪股份公告：2025年5月，公司新能源车销量为382,476辆，去年同期为331,817辆；本年累计销量为176.34万辆，去年累计为127.13万辆，累计同比增长38.70%。其中，乘用车销量为37.69万辆，去年同期为33.05万辆；本年累计销量为173.56万辆，去年累计为126.69万辆，累计同比增长37.00%。商用车销量为5546辆，去年同期为1329辆；本年累计销量为27726辆，去年累计为4391辆，累计同比增长531.43%。此外，公司5月海外销售新能源汽车合计89047辆，新能源车动力电池及储能电池装机总量约为28.48 GWh，2025年累计装机总量约为107.51 GWh。","news_type":1,"symbols_score_info":{"002594":1.1,"01211":1.1}},"isVote":1,"tweetType":1,"viewCount":1534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":438054161977656,"gmtCreate":1747982062296,"gmtModify":1747982063456,"author":{"id":"4187146612904552","authorId":"4187146612904552","name":"terminatorl","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187146612904552","idStr":"4187146612904552"},"themes":[],"htmlText":"那个里程碑可不可以做小一点，大概是一元硬币的两倍，可以把玩。","listText":"那个里程碑可不可以做小一点，大概是一元硬币的两倍，可以把玩。","text":"那个里程碑可不可以做小一点，大概是一元硬币的两倍，可以把玩。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/438054161977656","isVote":1,"tweetType":1,"viewCount":1093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434578804146224,"gmtCreate":1747131876289,"gmtModify":1747131878561,"author":{"id":"4187146612904552","authorId":"4187146612904552","name":"terminatorl","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187146612904552","idStr":"4187146612904552"},"themes":[],"htmlText":"公司不厚道，让利太小，就别想复制前面几个的奇迹了。","listText":"公司不厚道，让利太小，就别想复制前面几个的奇迹了。","text":"公司不厚道，让利太小，就别想复制前面几个的奇迹了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434578804146224","isVote":1,"tweetType":1,"viewCount":1859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430703561715784,"gmtCreate":1746174432245,"gmtModify":1746174435206,"author":{"id":"4187146612904552","authorId":"4187146612904552","name":"terminatorl","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187146612904552","idStr":"4187146612904552"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01333\">$博雷顿(01333)$ </a>&nbsp; 摸一手就怀孕了，超购这么多，应该没问题吧？","listText":"<a href=\"https://laohu8.com/S/01333\">$博雷顿(01333)$ </a>&nbsp; 摸一手就怀孕了，超购这么多，应该没问题吧？","text":"$博雷顿(01333)$ 摸一手就怀孕了，超购这么多，应该没问题吧？","images":[{"img":"https://static.tigerbbs.com/d7aa7f90f6caa1d4acad55fcc8cfcaca","width":"898","height":"1597"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/430703561715784","isVote":1,"tweetType":1,"viewCount":4428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":430260219470168,"gmtCreate":1746066168676,"gmtModify":1746066173504,"author":{"id":"4187146612904552","authorId":"4187146612904552","name":"terminatorl","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187146612904552","idStr":"4187146612904552"},"themes":[],"htmlText":"虎币虎币我来啦","listText":"虎币虎币我来啦","text":"虎币虎币我来啦","images":[{"img":"https://static.tigerbbs.com/0076a053cd2e14ffcc59b72dcfa09f00"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430260219470168","isVote":1,"tweetType":1,"viewCount":1512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":428505742983424,"gmtCreate":1745646270574,"gmtModify":1745646276133,"author":{"id":"4187146612904552","authorId":"4187146612904552","name":"terminatorl","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187146612904552","idStr":"4187146612904552"},"themes":[],"htmlText":"经过一番拉扯，我决定听老虎ai的建议，来一场说走就走的旅行！ 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家旁边公园！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428504197706320","isVote":1,"tweetType":1,"viewCount":2060,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":426703169052776,"gmtCreate":1745199210852,"gmtModify":1745199212285,"author":{"id":"4187146612904552","authorId":"4187146612904552","name":"terminatorl","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187146612904552","idStr":"4187146612904552"},"themes":[],"htmlText":"希望给骑手的时间富裕些。","listText":"希望给骑手的时间富裕些。","text":"希望给骑手的时间富裕些。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/426703169052776","repostId":"1138578385","repostType":2,"repost":{"id":"1138578385","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":1745196770,"share":"https://www.laohu8.com/m/news/1138578385?lang=zh_CN&edition=full","pubTime":"2025-04-21 08:52","market":"us","language":"zh","title":"京东：今日起所有超时20分钟以上的外卖订单全部免单，对兼职骑手永不强迫“二选一”","url":"https://stock-news.laohu8.com/highlight/detail?id=1138578385","media":"老虎资讯综合","summary":"京东集团今日发布公开信称，近期竞对平台对兼职外卖骑手强迫“二选一”的行为，事发突然，导致京东平台部分外卖订单延迟，造成了不良用户体验。自今日起，所有超时20分钟以上的外卖订单，京东全部免单。京东还宣称，加大全职骑手招聘力度，未来三个月将招聘名额由五万名提高到十万名，对兼职骑手永不强迫“二选一”。","content":"<html><head></head><body><p>京东集团今日发布公开信称，近期竞对平台对兼职外卖骑手强迫“二选一”的行为，事发突然，导致京东平台部分外卖订单延迟，造成了不良用户体验。自今日起，所有超时20分钟以上的外卖订单，京东全部免单。京东还宣称，加大全职骑手招聘力度，未来三个月将招聘名额由五万名提高到十万名，对兼职骑手永不强迫“二选一”。</p><p><strong>以下为公开信全文：</strong></p><p>致全体外卖骑手兄弟们的公开信</p><p>各位外卖骑手兄弟们：</p><p>近期，有竞对平台再次玩起“二选一”游戏，强迫各位骑手不能接京东平台的秒送订单，如有违反，会采取封杀措施。过去，各位骑手都是在三大平台之间自由接单，才能保证自己的收入。因个别平台“二选一”行为，大家的收入会降低16-25%左右，我们对各位的遭遇深表同情，也对个别平台违法违规行为表示谴责。虽然有人明说不会做，但是大家都知道他们一定会暗暗做的！</p><p>为了支持外卖骑手自由接单，保障大家的收入，京东推出以下紧急援助措施：</p><p>1、所有被竞对平台封杀的骑手，京东保证给予足够单量，确保收入不降；</p><p>2、加大全职骑手招聘力度，未来三个月将招聘名额由五万名提高到十万名；</p><p>3、所有骑手，如有对象，京东可以优先为您的对象安排工作，比如全职快递员、全职保洁，实现“双职工”待遇，大幅提高家庭收入；</p><p>4、京东集团对兼职骑手永不强迫“二选一”，鼓励大家在各平台自由接单，保障收入最大化！</p><p>在此我们也公开奉劝某平台：</p><p>你可以十几年不为任何一名骑手缴纳五险一金；你可以用强大的算法对骑手极尽压榨之能事；你可以长期对骑手事故率超过快递小哥三倍以上的安全问题置若罔闻；你可以在约60%以上门店都不赚钱的餐饮行业赚取千亿利润，丝毫不顾餐饮从业者的艰辛和挣扎；你还可以在超过40%毛利的幽灵外卖暴利驱使下，纵容和鼓励幽灵外卖大行其道，丝毫不顾忌消费者的食品安全……但是当你今天竟然为了维护自己的垄断地位，为了自己的商业利益，对数百万名底层骑手们再次进行“二选一”，让他们的收入大幅降低，你们忘了老祖宗的一句话：水能载舟亦能覆舟。望你们好自为之！早日回头是岸！</p><p>最后，近期竞对平台对兼职外卖骑手强迫“二选一”的行为，事发突然，导致京东平台部分外卖订单延迟，造成了不良用户体验。我们在此向相关用户表达深深的歉意，自今日起，所有超时20分钟以上的外卖订单，京东全部免单。京东集团已经成立紧急应对小组，本周一定会解决送餐速度问题。</p><p>感谢广大网友对京东外卖的支持，谢谢！</p><p>京东集团</p><p>2025年4月21日</p></body></html>","collect":0,"html":"<!DOCTYPE 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{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京东：今日起所有超时20分钟以上的外卖订单全部免单，对兼职骑手永不强迫“二选一”\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\">2025-04-21 08:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>京东集团今日发布公开信称，近期竞对平台对兼职外卖骑手强迫“二选一”的行为，事发突然，导致京东平台部分外卖订单延迟，造成了不良用户体验。自今日起，所有超时20分钟以上的外卖订单，京东全部免单。京东还宣称，加大全职骑手招聘力度，未来三个月将招聘名额由五万名提高到十万名，对兼职骑手永不强迫“二选一”。</p><p><strong>以下为公开信全文：</strong></p><p>致全体外卖骑手兄弟们的公开信</p><p>各位外卖骑手兄弟们：</p><p>近期，有竞对平台再次玩起“二选一”游戏，强迫各位骑手不能接京东平台的秒送订单，如有违反，会采取封杀措施。过去，各位骑手都是在三大平台之间自由接单，才能保证自己的收入。因个别平台“二选一”行为，大家的收入会降低16-25%左右，我们对各位的遭遇深表同情，也对个别平台违法违规行为表示谴责。虽然有人明说不会做，但是大家都知道他们一定会暗暗做的！</p><p>为了支持外卖骑手自由接单，保障大家的收入，京东推出以下紧急援助措施：</p><p>1、所有被竞对平台封杀的骑手，京东保证给予足够单量，确保收入不降；</p><p>2、加大全职骑手招聘力度，未来三个月将招聘名额由五万名提高到十万名；</p><p>3、所有骑手，如有对象，京东可以优先为您的对象安排工作，比如全职快递员、全职保洁，实现“双职工”待遇，大幅提高家庭收入；</p><p>4、京东集团对兼职骑手永不强迫“二选一”，鼓励大家在各平台自由接单，保障收入最大化！</p><p>在此我们也公开奉劝某平台：</p><p>你可以十几年不为任何一名骑手缴纳五险一金；你可以用强大的算法对骑手极尽压榨之能事；你可以长期对骑手事故率超过快递小哥三倍以上的安全问题置若罔闻；你可以在约60%以上门店都不赚钱的餐饮行业赚取千亿利润，丝毫不顾餐饮从业者的艰辛和挣扎；你还可以在超过40%毛利的幽灵外卖暴利驱使下，纵容和鼓励幽灵外卖大行其道，丝毫不顾忌消费者的食品安全……但是当你今天竟然为了维护自己的垄断地位，为了自己的商业利益，对数百万名底层骑手们再次进行“二选一”，让他们的收入大幅降低，你们忘了老祖宗的一句话：水能载舟亦能覆舟。望你们好自为之！早日回头是岸！</p><p>最后，近期竞对平台对兼职外卖骑手强迫“二选一”的行为，事发突然，导致京东平台部分外卖订单延迟，造成了不良用户体验。我们在此向相关用户表达深深的歉意，自今日起，所有超时20分钟以上的外卖订单，京东全部免单。京东集团已经成立紧急应对小组，本周一定会解决送餐速度问题。</p><p>感谢广大网友对京东外卖的支持，谢谢！</p><p>京东集团</p><p>2025年4月21日</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b873b4329b7b17b0926c02bec2748c1d","relate_stocks":{"09618":"京东集团-SW","JD":"京东"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138578385","content_text":"京东集团今日发布公开信称，近期竞对平台对兼职外卖骑手强迫“二选一”的行为，事发突然，导致京东平台部分外卖订单延迟，造成了不良用户体验。自今日起，所有超时20分钟以上的外卖订单，京东全部免单。京东还宣称，加大全职骑手招聘力度，未来三个月将招聘名额由五万名提高到十万名，对兼职骑手永不强迫“二选一”。以下为公开信全文：致全体外卖骑手兄弟们的公开信各位外卖骑手兄弟们：近期，有竞对平台再次玩起“二选一”游戏，强迫各位骑手不能接京东平台的秒送订单，如有违反，会采取封杀措施。过去，各位骑手都是在三大平台之间自由接单，才能保证自己的收入。因个别平台“二选一”行为，大家的收入会降低16-25%左右，我们对各位的遭遇深表同情，也对个别平台违法违规行为表示谴责。虽然有人明说不会做，但是大家都知道他们一定会暗暗做的！为了支持外卖骑手自由接单，保障大家的收入，京东推出以下紧急援助措施：1、所有被竞对平台封杀的骑手，京东保证给予足够单量，确保收入不降；2、加大全职骑手招聘力度，未来三个月将招聘名额由五万名提高到十万名；3、所有骑手，如有对象，京东可以优先为您的对象安排工作，比如全职快递员、全职保洁，实现“双职工”待遇，大幅提高家庭收入；4、京东集团对兼职骑手永不强迫“二选一”，鼓励大家在各平台自由接单，保障收入最大化！在此我们也公开奉劝某平台：你可以十几年不为任何一名骑手缴纳五险一金；你可以用强大的算法对骑手极尽压榨之能事；你可以长期对骑手事故率超过快递小哥三倍以上的安全问题置若罔闻；你可以在约60%以上门店都不赚钱的餐饮行业赚取千亿利润，丝毫不顾餐饮从业者的艰辛和挣扎；你还可以在超过40%毛利的幽灵外卖暴利驱使下，纵容和鼓励幽灵外卖大行其道，丝毫不顾忌消费者的食品安全……但是当你今天竟然为了维护自己的垄断地位，为了自己的商业利益，对数百万名底层骑手们再次进行“二选一”，让他们的收入大幅降低，你们忘了老祖宗的一句话：水能载舟亦能覆舟。望你们好自为之！早日回头是岸！最后，近期竞对平台对兼职外卖骑手强迫“二选一”的行为，事发突然，导致京东平台部分外卖订单延迟，造成了不良用户体验。我们在此向相关用户表达深深的歉意，自今日起，所有超时20分钟以上的外卖订单，京东全部免单。京东集团已经成立紧急应对小组，本周一定会解决送餐速度问题。感谢广大网友对京东外卖的支持，谢谢！京东集团2025年4月21日","news_type":1,"symbols_score_info":{"09618":1.1,"JD":1.1}},"isVote":1,"tweetType":1,"viewCount":2464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":375594675212400,"gmtCreate":1732728972602,"gmtModify":1732744208954,"author":{"id":"4187146612904552","authorId":"4187146612904552","name":"terminatorl","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187146612904552","idStr":"4187146612904552"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HUT\">$Hut 8 Mining Corp(HUT)$ </a>&nbsp; 找机会换个标。","listText":"<a href=\"https://laohu8.com/S/HUT\">$Hut 8 Mining Corp(HUT)$ </a>&nbsp; 找机会换个标。","text":"$Hut 8 Mining Corp(HUT)$ 找机会换个标。","images":[{"img":"https://static.tigerbbs.com/44e58735a020bc570a0307b99000f754","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/375594675212400","isVote":1,"tweetType":1,"viewCount":8199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":370177303695440,"gmtCreate":1731402437438,"gmtModify":1731403561081,"author":{"id":"4187146612904552","authorId":"4187146612904552","name":"terminatorl","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187146612904552","idStr":"4187146612904552"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 西边的韭菜们快起床啦，看看q3那么硬。 这都起不来的话有两个方法可破，电话会议可以说“q4比q3更炸裂”，“计划增加加密币交易功能”。","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 西边的韭菜们快起床啦，看看q3那么硬。 这都起不来的话有两个方法可破，电话会议可以说“q4比q3更炸裂”，“计划增加加密币交易功能”。","text":"$老虎证券(TIGR)$ 西边的韭菜们快起床啦，看看q3那么硬。 这都起不来的话有两个方法可破，电话会议可以说“q4比q3更炸裂”，“计划增加加密币交易功能”。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/370177303695440","isVote":1,"tweetType":1,"viewCount":4695,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"11107014341500","idStr":"11107014341500"},"content":"你适合当老虎CEO","text":"你适合当老虎CEO","html":"你适合当老虎CEO"},{"author":{"id":"3478777499973821","authorId":"3478777499973821","name":"看产品买股III不了解不买","avatar":"https://static.tigerbbs.com/b326b85f37afd8597be15c93ae812373","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3478777499973821","idStr":"3478777499973821"},"content":"Q4财报绝对比Q3还要好，因为Q3只吃到了9月18号美联储降息的尾巴，11月交易量明显比之前活跃很多加上特朗普胜，激活了股市。券商就是要股市活跃度的","text":"Q4财报绝对比Q3还要好，因为Q3只吃到了9月18号美联储降息的尾巴，11月交易量明显比之前活跃很多加上特朗普胜，激活了股市。券商就是要股市活跃度的","html":"Q4财报绝对比Q3还要好，因为Q3只吃到了9月18号美联储降息的尾巴，11月交易量明显比之前活跃很多加上特朗普胜，激活了股市。券商就是要股市活跃度的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":424688839258944,"gmtCreate":1744692919936,"gmtModify":1744694375976,"author":{"id":"4187146612904552","authorId":"4187146612904552","name":"terminatorl","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187146612904552","idStr":"4187146612904552"},"themes":[],"htmlText":"就接触到的小哥而言，京东小哥的精神状态比美团小哥好一些。可见京东应该没美团压榨的那么狠。","listText":"就接触到的小哥而言，京东小哥的精神状态比美团小哥好一些。可见京东应该没美团压榨的那么狠。","text":"就接触到的小哥而言，京东小哥的精神状态比美团小哥好一些。可见京东应该没美团压榨的那么狠。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/424688839258944","repostId":"1132771673","repostType":4,"repost":{"id":"1132771673","kind":"news","pubTimestamp":1744692501,"share":"https://www.laohu8.com/m/news/1132771673?lang=zh_CN&edition=full","pubTime":"2025-04-15 12:48","market":"hk","language":"zh","title":"京东发文疑似回应美团闪购嘲讽，称GMV比“幽灵外卖”大","url":"https://stock-news.laohu8.com/highlight/detail?id=1132771673","media":"京东黑板报","summary":"将再招收不低于5万名全职外卖员。","content":"<html><head></head><body><p>京东黑板报今日发布《京东不打口水仗，但会坚持说实话》的文章，疑似回应美团闪购嘲讽。</p><p>1、因秒送业务发展迅速，本季度京东将再招收不低于5万名全职外卖员，全额足额全部缴纳五险一金且所有费用都由公司承担；</p><p>2、今天是个好日子，今天京东品质外卖订单量将超过500万单，因为都是品质堂食餐厅的外卖，GMV比“幽灵外卖”1000万单还大；</p><p>3、京东已经上线“自营秒送”电商业务，全国已经有超过十万家京东品牌线下店全部接入了秒送，平均送达时间快于30分钟。京东自营秒送业务涵盖：所有商超类目、服装、化妆品、家电手机等各类电子产品、药品等几乎所有品类全覆盖，自营品质+秒送服务，确保最好的用户体验。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88259092ae878f820a949bc423093596\" tg-width=\"905\" tg-height=\"547\"/></p><p></p></body></html>","source":"lsy1579437373800","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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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京东发文疑似回应美团闪购嘲讽，称GMV比“幽灵外卖”大\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-15 12:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MjM5MjYyMTA2Nw==&mid=2649859096&idx=1&sn=1c5c9e027bda9760b1f7f5428d9f1479&chksm=bf01eb6498e15fb96f92e40ee705e8e175f5c8b7e7540daddf62df849d2575855fac54fe6ac8&scene=0&xtrack=1#rd><strong>京东黑板报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>京东黑板报今日发布《京东不打口水仗，但会坚持说实话》的文章，疑似回应美团闪购嘲讽。1、因秒送业务发展迅速，本季度京东将再招收不低于5万名全职外卖员，全额足额全部缴纳五险一金且所有费用都由公司承担；2、今天是个好日子，今天京东品质外卖订单量将超过500万单，因为都是品质堂食餐厅的外卖，GMV比“幽灵外卖”1000万单还大；3、京东已经上线“自营秒送”电商业务，全国已经有超过十万家京东品牌线下店全部...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MjM5MjYyMTA2Nw==&mid=2649859096&idx=1&sn=1c5c9e027bda9760b1f7f5428d9f1479&chksm=bf01eb6498e15fb96f92e40ee705e8e175f5c8b7e7540daddf62df849d2575855fac54fe6ac8&scene=0&xtrack=1#rd\">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/c6d614d2a350aedef2a05b5cddc42006","relate_stocks":{"JD":"京东","09618":"京东集团-SW","03690":"美团-W"},"source_url":"https://mp.weixin.qq.com/s?__biz=MjM5MjYyMTA2Nw==&mid=2649859096&idx=1&sn=1c5c9e027bda9760b1f7f5428d9f1479&chksm=bf01eb6498e15fb96f92e40ee705e8e175f5c8b7e7540daddf62df849d2575855fac54fe6ac8&scene=0&xtrack=1#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132771673","content_text":"京东黑板报今日发布《京东不打口水仗，但会坚持说实话》的文章，疑似回应美团闪购嘲讽。1、因秒送业务发展迅速，本季度京东将再招收不低于5万名全职外卖员，全额足额全部缴纳五险一金且所有费用都由公司承担；2、今天是个好日子，今天京东品质外卖订单量将超过500万单，因为都是品质堂食餐厅的外卖，GMV比“幽灵外卖”1000万单还大；3、京东已经上线“自营秒送”电商业务，全国已经有超过十万家京东品牌线下店全部接入了秒送，平均送达时间快于30分钟。京东自营秒送业务涵盖：所有商超类目、服装、化妆品、家电手机等各类电子产品、药品等几乎所有品类全覆盖，自营品质+秒送服务，确保最好的用户体验。","news_type":1,"symbols_score_info":{"03690":1.1,"09618":1.1,"JD":1.1}},"isVote":1,"tweetType":1,"viewCount":2540,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4133585145462200","authorId":"4133585145462200","name":"2025腾飞","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4133585145462200","idStr":"4133585145462200"},"content":"笑死，之前遇到一个京东外卖小哥让我给指条出路","text":"笑死，之前遇到一个京东外卖小哥让我给指条出路","html":"笑死，之前遇到一个京东外卖小哥让我给指条出路"},{"author":{"id":"3494479494770096","authorId":"3494479494770096","name":"小牛牛来啦","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3494479494770096","idStr":"3494479494770096"},"content":"京东把外卖新店佣金赶紧给人正常发了吧","text":"京东把外卖新店佣金赶紧给人正常发了吧","html":"京东把外卖新店佣金赶紧给人正常发了吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405843902017776,"gmtCreate":1740109355909,"gmtModify":1740109357124,"author":{"id":"4187146612904552","authorId":"4187146612904552","name":"terminatorl","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187146612904552","idStr":"4187146612904552"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/01333\">$博雷顿(01333)$ </a>&nbsp; 摸一手就怀孕了，超购这么多，应该没问题吧？","text":"$博雷顿(01333)$ 摸一手就怀孕了，超购这么多，应该没问题吧？","images":[{"img":"https://static.tigerbbs.com/d7aa7f90f6caa1d4acad55fcc8cfcaca","width":"898","height":"1597"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/430703561715784","isVote":1,"tweetType":1,"viewCount":4428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":415545701331200,"gmtCreate":1742480902330,"gmtModify":1742481489511,"author":{"id":"4187146612904552","authorId":"4187146612904552","name":"terminatorl","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187146612904552","idStr":"4187146612904552"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NKE\">$耐克(NKE)$&nbsp;</a> 最近陪老爸去买鞋，发现nike竟然是折扣最高最便宜的一家，Adidas 安踏 李宁都贵过它，最后买了李宁。过来看看股票，预期已经那么低了啊，做空做多都没把握，不玩了。","listText":"<a href=\"https://laohu8.com/S/NKE\">$耐克(NKE)$&nbsp;</a> 最近陪老爸去买鞋，发现nike竟然是折扣最高最便宜的一家，Adidas 安踏 李宁都贵过它，最后买了李宁。过来看看股票，预期已经那么低了啊，做空做多都没把握，不玩了。","text":"$耐克(NKE)$ 最近陪老爸去买鞋，发现nike竟然是折扣最高最便宜的一家，Adidas 安踏 李宁都贵过它，最后买了李宁。过来看看股票，预期已经那么低了啊，做空做多都没把握，不玩了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415545701331200","isVote":1,"tweetType":1,"viewCount":2936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":414871468348040,"gmtCreate":1742305445854,"gmtModify":1742306020057,"author":{"id":"4187146612904552","authorId":"4187146612904552","name":"terminatorl","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187146612904552","idStr":"4187146612904552"},"themes":[],"htmlText":"<a 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news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/403214380540104","repostId":"1187579727","repostType":2,"repost":{"id":"1187579727","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":1739459691,"share":"https://www.laohu8.com/m/news/1187579727?lang=zh_CN&edition=full","pubTime":"2025-02-13 23:14","market":"us","language":"zh","title":"市场消息：特朗普的新关税政策将不会即日生效","url":"https://stock-news.laohu8.com/highlight/detail?id=1187579727","media":"老虎资讯综合","summary":"2月12日，据CNBC：美国总统特朗普的关税政策将会延迟，可能于4月1日开始。","content":"<html><head></head><body><p>2月13日，CNBC驻华盛顿高级记者Eamon在社交媒体平台“X”上爆料称，他被告知美国总统特朗普今天宣布的新关税政策不会在今天生效。会有几个月的时间延迟，可能会在4月1日开始。但这还是待定的情况。今天将是一份总统备忘录，而不是行政令，美国贸易代表办公室将负责制定下一步措施。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78ebeba0c17ffe2c0e32aef50f73d4ef\" alt=\"\" title=\"\" tg-width=\"582\" tg-height=\"186\"/></p><p>受此消息影响，美股三大指数集体上扬，富时A50夜期短线拉升，此前一度跌超0.3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e8140815e2783bf30b74823edc8ba4f\" title=\"\" tg-width=\"969\" tg-height=\"154\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fe6f3b5c9c9a7b45e57526c5f27972f\" title=\"\" tg-width=\"867\" tg-height=\"825\"/></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>市场消息：特朗普的新关税政策将不会即日生效</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市场消息：特朗普的新关税政策将不会即日生效\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\">2025-02-13 23:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月13日，CNBC驻华盛顿高级记者Eamon在社交媒体平台“X”上爆料称，他被告知美国总统特朗普今天宣布的新关税政策不会在今天生效。会有几个月的时间延迟，可能会在4月1日开始。但这还是待定的情况。今天将是一份总统备忘录，而不是行政令，美国贸易代表办公室将负责制定下一步措施。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78ebeba0c17ffe2c0e32aef50f73d4ef\" alt=\"\" title=\"\" tg-width=\"582\" tg-height=\"186\"/></p><p>受此消息影响，美股三大指数集体上扬，富时A50夜期短线拉升，此前一度跌超0.3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e8140815e2783bf30b74823edc8ba4f\" title=\"\" tg-width=\"969\" tg-height=\"154\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fe6f3b5c9c9a7b45e57526c5f27972f\" title=\"\" tg-width=\"867\" tg-height=\"825\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cd5a3ba4057f43c447127d2fa7c90942","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187579727","content_text":"2月13日，CNBC驻华盛顿高级记者Eamon在社交媒体平台“X”上爆料称，他被告知美国总统特朗普今天宣布的新关税政策不会在今天生效。会有几个月的时间延迟，可能会在4月1日开始。但这还是待定的情况。今天将是一份总统备忘录，而不是行政令，美国贸易代表办公室将负责制定下一步措施。受此消息影响，美股三大指数集体上扬，富时A50夜期短线拉升，此前一度跌超0.3%。","news_type":1,"symbols_score_info":{".IXIC":1.1,".SPX":1.1,".DJI":1.1}},"isVote":1,"tweetType":1,"viewCount":950,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544620439890912","authorId":"3544620439890912","name":"看看我吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3544620439890912","idStr":"3544620439890912"},"content":"川普目前为止竞选诺言都开始逐步实现","text":"川普目前为止竞选诺言都开始逐步实现","html":"川普目前为止竞选诺言都开始逐步实现"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398885603254856,"gmtCreate":1738406969779,"gmtModify":1738406972107,"author":{"id":"4187146612904552","authorId":"4187146612904552","name":"terminatorl","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187146612904552","idStr":"4187146612904552"},"themes":[],"htmlText":"13863÷1.379=10053，也就是蔚来品牌下滑了20％，完了完了，伺机做空吧。","listText":"13863÷1.379=10053，也就是蔚来品牌下滑了20％，完了完了，伺机做空吧。","text":"13863÷1.379=10053，也就是蔚来品牌下滑了20％，完了完了，伺机做空吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398885603254856","repostId":"1174599895","repostType":2,"repost":{"id":"1174599895","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":1738393676,"share":"https://www.laohu8.com/m/news/1174599895?lang=zh_CN&edition=full","pubTime":"2025-02-01 15:07","market":"hk","language":"zh","title":"蔚来：1月交付新车13,863台，同比增长37.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1174599895","media":"老虎资讯综合","summary":"蔚来品牌交付新车7,951台。","content":"<html><head></head><body><p>蔚来公司：2025年1月，交付新车13,863台，同比增长37.9%。其中，蔚来品牌交付新车7,951台；乐道品牌交付新车5,912台。</p><p>截至目前，蔚来公司已累计交付新车685,427台。其中，蔚来品牌累计交付新车658,754台；乐道品牌累计交付新车26,673台。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cae3fa7398d9ca7ddea6d81cd73ec23\" tg-width=\"600\" tg-height=\"1230\"/></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>蔚来：1月交付新车13,863台，同比增长37.9%</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; 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15:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>蔚来公司：2025年1月，交付新车13,863台，同比增长37.9%。其中，蔚来品牌交付新车7,951台；乐道品牌交付新车5,912台。</p><p>截至目前，蔚来公司已累计交付新车685,427台。其中，蔚来品牌累计交付新车658,754台；乐道品牌累计交付新车26,673台。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cae3fa7398d9ca7ddea6d81cd73ec23\" tg-width=\"600\" tg-height=\"1230\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3de432cc1995568cd84571c49422373b","relate_stocks":{"09866":"蔚来-SW","NIO":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174599895","content_text":"蔚来公司：2025年1月，交付新车13,863台，同比增长37.9%。其中，蔚来品牌交付新车7,951台；乐道品牌交付新车5,912台。截至目前，蔚来公司已累计交付新车685,427台。其中，蔚来品牌累计交付新车658,754台；乐道品牌累计交付新车26,673台。","news_type":1,"symbols_score_info":{"NIO":1.1,"09866":1.1}},"isVote":1,"tweetType":1,"viewCount":1319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388801995771912,"gmtCreate":1735962844521,"gmtModify":1735962846519,"author":{"id":"4187146612904552","authorId":"4187146612904552","name":"terminatorl","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187146612904552","idStr":"4187146612904552"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00325\">$布鲁可(00325)$ </a> 老虎补充一下100倍额度倍，我再给你贡献100蚊。","listText":"<a href=\"https://laohu8.com/S/00325\">$布鲁可(00325)$ </a> 老虎补充一下100倍额度倍，我再给你贡献100蚊。","text":"$布鲁可(00325)$ 老虎补充一下100倍额度倍，我再给你贡献100蚊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/388801995771912","isVote":1,"tweetType":1,"viewCount":2657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}