难得有空的个人主页 - 老虎社区

难得有空

难得有空

暂无个人介绍

IP属地：上海

13关注

2粉丝

2主题

0勋章

2025-05-19

$文远知行(WRD)$ 看11 先躺着

2024-12-15

$特斯拉(TSLA)$ 480 特斯拉股票

2025-05-02

$Smart Digital Group Ltd(SDM)$ 停牌了笑死我了哈哈哈哈哈哈哈哈

2025-06-25

$绿茶集团(06831)$ 从打新到现在一股没动没割开始盈利了继续持有一个季度

2025-09-16

$特斯拉(TSLA)$ 450 降息50个基点美联储降息已经是板上钉钉，至于降多少，我在这里给出的答案是50个基点，必然带动特斯拉等一众科技股起飞，让我们拭目以待吧！

2025-07-28

$Recursion Pharmaceuticals, Inc.(RXRX)$ 要开始涨了，可以建仓了，建仓价位设置在6.43

2025-07-05

你这么分析意思就是美国通过这个法案将走向衰落喽

兴业研究：美国“大美丽法案”有何影响？

2025-06-09

说说你对这篇新闻的看法...

英伟达概念盘前走高，Applied Digital涨超3%，文远知行涨超2%

2025-05-29

兄弟这次是冲400节奏看大盘就知道了还做空呢🤣

2025-05-20

对我也看好 10可以的

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4196778190392022","uuid":"4196778190392022","gmtCreate":1733675025383,"gmtModify":1734236443650,"name":"难得有空","pinyin":"ndyknandeyoukong","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/133e73e70849cce6f024c7b7221b0d1d","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":13,"tweetSize":18,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":2,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.20","exceedPercentage":"60.66%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.09","exceedPercentage":"80.31%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.04.19","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.20","exceedPercentage":"60.55%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},"individualDisplayBadges":null,"crmLevel":4,"crmLevelSwitch":0,"location":"上海","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":7,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":479166949466408,"gmtCreate":1758002769905,"gmtModify":1758002771998,"author":{"id":"4196778190392022","authorId":"4196778190392022","name":"难得有空","avatar":"https://static.tigerbbs.com/133e73e70849cce6f024c7b7221b0d1d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4196778190392022","idStr":"4196778190392022"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 450 &nbsp;降息50个基点 美联储降息已经是板上钉钉，至于降多少，我在这里给出的答案是50个基点，必然带动特斯拉等一众科技股起飞，让我们拭目以待吧！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 450 &nbsp;降息50个基点 美联储降息已经是板上钉钉，至于降多少，我在这里给出的答案是50个基点，必然带动特斯拉等一众科技股起飞，让我们拭目以待吧！","text":"$特斯拉(TSLA)$ 450 降息50个基点 美联储降息已经是板上钉钉，至于降多少，我在这里给出的答案是50个基点，必然带动特斯拉等一众科技股起飞，让我们拭目以待吧！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/479166949466408","isVote":1,"tweetType":1,"viewCount":2940,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4214694106725180","authorId":"4214694106725180","name":"666达子","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4214694106725180","idStr":"4214694106725180"},"content":"现在上涨是炒的逾期，我建议空仓到本月底","text":"现在上涨是炒的逾期，我建议空仓到本月底","html":"现在上涨是炒的逾期，我建议空仓到本月底"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461508427879264,"gmtCreate":1753682239602,"gmtModify":1753682240813,"author":{"id":"4196778190392022","authorId":"4196778190392022","name":"难得有空","avatar":"https://static.tigerbbs.com/133e73e70849cce6f024c7b7221b0d1d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4196778190392022","idStr":"4196778190392022"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RXRX\">$Recursion Pharmaceuticals, Inc.(RXRX)$&nbsp;</a> 要开始涨了，可以建仓了，建仓价位设置在6.43","listText":"<a href=\"https://laohu8.com/S/RXRX\">$Recursion Pharmaceuticals, Inc.(RXRX)$&nbsp;</a> 要开始涨了，可以建仓了，建仓价位设置在6.43","text":"$Recursion Pharmaceuticals, Inc.(RXRX)$ 要开始涨了，可以建仓了，建仓价位设置在6.43","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461508427879264","isVote":1,"tweetType":1,"viewCount":1554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":453274432369320,"gmtCreate":1751685315766,"gmtModify":1751685317542,"author":{"id":"4196778190392022","authorId":"4196778190392022","name":"难得有空","avatar":"https://static.tigerbbs.com/133e73e70849cce6f024c7b7221b0d1d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4196778190392022","idStr":"4196778190392022"},"themes":[],"htmlText":"你这么分析 意思就是美国通过这个法案 将走向衰落喽","listText":"你这么分析 意思就是美国通过这个法案 将走向衰落喽","text":"你这么分析 意思就是美国通过这个法案 将走向衰落喽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/453274432369320","repostId":"2549986314","repostType":2,"repost":{"id":"2549986314","kind":"highlight","pubTimestamp":1751683809,"share":"https://www.laohu8.com/m/news/2549986314?lang=zh_CN&edition=full","pubTime":"2025-07-05 10:50","market":"fut","language":"zh","title":"兴业研究：美国“大美丽法案”有何影响？","url":"https://stock-news.laohu8.com/highlight/detail?id=2549986314","media":"智通财经网","summary":"“大美丽法案”在美国众议院以微弱优势涉险过关。该法案自推出以来便争议不断，其包含哪些主要内容，又将产生怎样的市场影响？","content":"<html><head></head><body><p>美国时间7月3日，“大美丽法案”(One Big Beautiful Bill)在美国众议院以218-214的微弱优势涉险过关并提交特朗普。共和党人达成了在7月4日美国“独立日”前通过法案的既定目标。该法案自推出以来便争议不断，其包含哪些主要内容，又将产生怎样的市场影响?</p><p>总结来看，“大美丽法案”核心内容包括：2017年减税永久化、大幅削减医疗补助支出、一次性提高债务上限5万亿美元、取消对新能源汽车的税收减免等。最终版法案删除了争议性的“第899条款”，该条款针对实施“歧视性税收政策”的国家的政府、企业、个人、主权财富基金、养老基金及私人信托等征收惩罚性税收。</p><p>“大美丽法案”将使得美国财政前景显著恶化，2017年减税法案永久化是财政赤字恶化的主要来源。2026年财年(今年10月开始)财政赤字立即显著恶化，赤字率将由6%攀升至7%~7.5%。</p><p>短期而言，美国财政赤字扩张有助于托底经济，提高经济软着陆概率。债务上限单次提高5万亿美元利空美债、利多黄金，第三季度10Y收益率有冲击5%的可能，金价在完成此轮调整后中长期仍趋于上涨，回调空间有限(通常不超过10%)。<a href=\"https://laohu8.com/S/USDindex.FOREX\">美元指数</a>短期跌势放缓，但“去美元化”仍在延续，美元指数长期中枢水平下移。</p><p>该法案主要内容及市场影响如下：</p><p>一、法案主要内容</p><p>“大美丽法案”着眼于减税和提高债务上限，部分削减了医疗补助、新能源补贴等政府开支，具体包括：</p><p>◾ 2017年减税永久化。特朗普在上一个任期推出的2017年减税法案本应在今年到期，此次通过立法将该减税法案条款部分永久化、部分延期(详见下表)，并进一步提高了税收减免上限。</p><p>◾ 大幅削减医疗补助(Medicaid)支出。美国政府的医疗补助参保人数约为7100万人。最新立法进一步严格要求医疗补助的适用标准，19至64岁的医疗补助申请者必须满足每个月工作至少80个小时，否则将不予补助。有需要抚养的子女、满足特殊医疗条件要求等可以成为豁免条件。美国国会预算办公室预计最新的立法将削减1万亿美元医疗补助开支。</p><p>◾ 一次性提高债务上限5万亿美元。</p><p>◾ 取消对新能源汽车的税收减免。</p><p>◾ 降低联邦学生贷款申请上限。</p><p>◾对于外部、自由职业者等符合要求的收入，最高享受23%的减税。</p><p>◾ 删除“第899条款”。该条款针对实施“歧视性税收政策”的国家的政府、企业、个人、主权财富基金、养老基金及私人信托等征收惩罚性税收。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6306811069b16b21a4d21824dab5717b\" tg-width=\"964\" tg-height=\"588\"/></p><p>二、财政前景显著恶化</p><p>“大美丽法案”将使得美国财政前景显著恶化，2017年减税法案永久化是财政赤字恶化的主要来源。根据智库Tax Foundation的测算，减税永久化不仅将使得美国政府税收收入下降，而且需要更多举债满足财政支出需求，利息支出也相应增加。未来10年美国财政赤字增加4.6~5.4万亿美元，美国财政赤字率将突破10%，远高于目前国会预算办公室(CBO)减税法案不延期情景下的5%~6%。6月4日CBO最新分析显示，减税法案永久化将使得未来10年美国财政赤字增加2.4万亿美元，财政赤字率将在2026财年攀升至7%以上。同时未来10年美国政府杠杆率将较减税不延期的117%提高至129%，若付息成本保持4.5%高位，则杠杆率进一步升至133%。2026年财年(今年10月开始)财政赤字立即显著恶化。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16d9170be5a1d27c513f7cf599a0f9cf\" tg-width=\"833\" tg-height=\"428\"/></p><p><br/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9911f9a5df5df6a6e2c14e65a7f16f71\" tg-width=\"833\" tg-height=\"427\"/></p><p>三、市场影响</p><p>短期而言，美国财政赤字扩张有助于托底经济，提高经济软着陆概率。这符合我们此前的判断，库存周期需求指标在经历了近半年的迅速走弱后，今年下半年或进入相对稳定期甚至可能出现反弹。高频小周期的上行修复也很可能同步展开。</p><p>对于美债收益率而言，美国经济软着陆和再通胀奠定了美债收益率居高难下的基调，关税威胁卷土重来、债务上限提高后供给冲击等因素则显著增加了收益率的上行风险。从历史上看，当债务上限单次提高超过1万亿美元时，未来6个月美债收益率均倾向于上行。此次提高5万亿美元，对于美债收益率将有较强的推升作用。预计第三季度美债10Y收益率有再度冲击5%的可能。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95173d49ba10631b80634dfd59b83fa0\" tg-width=\"798\" tg-height=\"430\"/></p><p><br/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f571df2b58ac1d94686212bcf84877a1\" tg-width=\"795\" tg-height=\"430\"/></p><p>对于黄金而言，美国财政前景恶化、美元信用被侵蚀仍是核心交易逻辑。历史上，在财政赤字恶化的年份，金价大概率录得上涨。“大美丽法案”使得美国中长期财政前景恶化，巩固了黄金牛市的基本盘。短期而言，债务上限大幅提高的背景下，金价回调空间有限(通常不超过10%)，中长期仍趋于上涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/786710629883bada58a7f47ce77c62b7\" tg-width=\"811\" tg-height=\"449\"/></p><p><br/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f1cea48d4fb83fb83472cc610a64fed\" tg-width=\"807\" tg-height=\"425\"/></p><p>对于美元指数而言，美国经济软着陆概率提高和降息预期收敛帮助减缓短期跌势，随着经济数据短期改善，美元指数已经出现低估信号。不过中长期而言，财政赤字对于美元更多是利空影响。海外投资者对于美国债务可持续的质疑损害美元信用，本轮“去美元化”仍在延续，美元指数长期中枢水平下移。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54ff5ff968c50fbc12694aac7af03fba\" tg-width=\"834\" tg-height=\"424\"/></p><p><br/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a124178d1431f0f057d3bb6f24e8c073\" tg-width=\"764\" tg-height=\"741\"/></p><p></p></body></html>","source":"highlight_zhitongcaijin","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>兴业研究：美国“大美丽法案”有何影响？</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兴业研究：美国“大美丽法案”有何影响？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-05 10:50 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1314310.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国时间7月3日，“大美丽法案”(One Big Beautiful Bill)在美国众议院以218-214的微弱优势涉险过关并提交特朗普。共和党人达成了在7月4日美国“独立日”前通过法案的既定目标。该法案自推出以来便争议不断，其包含哪些主要内容，又将产生怎样的市场影响?总结来看，“大美丽法案”核心内容包括：2017年减税永久化、大幅削减医疗补助支出、一次性提高债务上限5万亿美元、取消对新能源汽车...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1314310.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/7a333e60f09b7b3e09b914d4d15b1a58","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1314310.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2549986314","content_text":"美国时间7月3日，“大美丽法案”(One Big Beautiful Bill)在美国众议院以218-214的微弱优势涉险过关并提交特朗普。共和党人达成了在7月4日美国“独立日”前通过法案的既定目标。该法案自推出以来便争议不断，其包含哪些主要内容，又将产生怎样的市场影响?总结来看，“大美丽法案”核心内容包括：2017年减税永久化、大幅削减医疗补助支出、一次性提高债务上限5万亿美元、取消对新能源汽车的税收减免等。最终版法案删除了争议性的“第899条款”，该条款针对实施“歧视性税收政策”的国家的政府、企业、个人、主权财富基金、养老基金及私人信托等征收惩罚性税收。“大美丽法案”将使得美国财政前景显著恶化，2017年减税法案永久化是财政赤字恶化的主要来源。2026年财年(今年10月开始)财政赤字立即显著恶化，赤字率将由6%攀升至7%~7.5%。短期而言，美国财政赤字扩张有助于托底经济，提高经济软着陆概率。债务上限单次提高5万亿美元利空美债、利多黄金，第三季度10Y收益率有冲击5%的可能，金价在完成此轮调整后中长期仍趋于上涨，回调空间有限(通常不超过10%)。美元指数短期跌势放缓，但“去美元化”仍在延续，美元指数长期中枢水平下移。该法案主要内容及市场影响如下：一、法案主要内容“大美丽法案”着眼于减税和提高债务上限，部分削减了医疗补助、新能源补贴等政府开支，具体包括：◾ 2017年减税永久化。特朗普在上一个任期推出的2017年减税法案本应在今年到期，此次通过立法将该减税法案条款部分永久化、部分延期(详见下表)，并进一步提高了税收减免上限。◾ 大幅削减医疗补助(Medicaid)支出。美国政府的医疗补助参保人数约为7100万人。最新立法进一步严格要求医疗补助的适用标准，19至64岁的医疗补助申请者必须满足每个月工作至少80个小时，否则将不予补助。有需要抚养的子女、满足特殊医疗条件要求等可以成为豁免条件。美国国会预算办公室预计最新的立法将削减1万亿美元医疗补助开支。◾ 一次性提高债务上限5万亿美元。◾ 取消对新能源汽车的税收减免。◾ 降低联邦学生贷款申请上限。◾对于外部、自由职业者等符合要求的收入，最高享受23%的减税。◾ 删除“第899条款”。该条款针对实施“歧视性税收政策”的国家的政府、企业、个人、主权财富基金、养老基金及私人信托等征收惩罚性税收。二、财政前景显著恶化“大美丽法案”将使得美国财政前景显著恶化，2017年减税法案永久化是财政赤字恶化的主要来源。根据智库Tax Foundation的测算，减税永久化不仅将使得美国政府税收收入下降，而且需要更多举债满足财政支出需求，利息支出也相应增加。未来10年美国财政赤字增加4.6~5.4万亿美元，美国财政赤字率将突破10%，远高于目前国会预算办公室(CBO)减税法案不延期情景下的5%~6%。6月4日CBO最新分析显示，减税法案永久化将使得未来10年美国财政赤字增加2.4万亿美元，财政赤字率将在2026财年攀升至7%以上。同时未来10年美国政府杠杆率将较减税不延期的117%提高至129%，若付息成本保持4.5%高位，则杠杆率进一步升至133%。2026年财年(今年10月开始)财政赤字立即显著恶化。三、市场影响短期而言，美国财政赤字扩张有助于托底经济，提高经济软着陆概率。这符合我们此前的判断，库存周期需求指标在经历了近半年的迅速走弱后，今年下半年或进入相对稳定期甚至可能出现反弹。高频小周期的上行修复也很可能同步展开。对于美债收益率而言，美国经济软着陆和再通胀奠定了美债收益率居高难下的基调，关税威胁卷土重来、债务上限提高后供给冲击等因素则显著增加了收益率的上行风险。从历史上看，当债务上限单次提高超过1万亿美元时，未来6个月美债收益率均倾向于上行。此次提高5万亿美元，对于美债收益率将有较强的推升作用。预计第三季度美债10Y收益率有再度冲击5%的可能。对于黄金而言，美国财政前景恶化、美元信用被侵蚀仍是核心交易逻辑。历史上，在财政赤字恶化的年份，金价大概率录得上涨。“大美丽法案”使得美国中长期财政前景恶化，巩固了黄金牛市的基本盘。短期而言，债务上限大幅提高的背景下，金价回调空间有限(通常不超过10%)，中长期仍趋于上涨。对于美元指数而言，美国经济软着陆概率提高和降息预期收敛帮助减缓短期跌势，随着经济数据短期改善，美元指数已经出现低估信号。不过中长期而言，财政赤字对于美元更多是利空影响。海外投资者对于美国债务可持续的质疑损害美元信用，本轮“去美元化”仍在延续，美元指数长期中枢水平下移。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449862360678504,"gmtCreate":1750855924075,"gmtModify":1750855927675,"author":{"id":"4196778190392022","authorId":"4196778190392022","name":"难得有空","avatar":"https://static.tigerbbs.com/133e73e70849cce6f024c7b7221b0d1d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4196778190392022","idStr":"4196778190392022"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06831\">$绿茶集团(06831)$</a> &nbsp;从打新到现在 一股没动没割 开始盈利了 继续持有一个季度","listText":"<a href=\"https://laohu8.com/S/06831\">$绿茶集团(06831)$</a> &nbsp;从打新到现在 一股没动没割 开始盈利了 继续持有一个季度","text":"$绿茶集团(06831)$ 从打新到现在 一股没动没割 开始盈利了 继续持有一个季度","images":[{"img":"https://static.tigerbbs.com/fb715ea41b2b83e20ace8deed5d03b08","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/449862360678504","isVote":1,"tweetType":1,"viewCount":3139,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4193377325563260","authorId":"4193377325563260","name":"人生舵手__小琳","avatar":"https://static.tigerbbs.com/b52249a7a6bb3ccf0a38ce77c8fb416d","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"4193377325563260","idStr":"4193377325563260"},"content":"你还真能拿得住啊","text":"你还真能拿得住啊","html":"你还真能拿得住啊"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":444187910086840,"gmtCreate":1749466057878,"gmtModify":1749466058810,"author":{"id":"4196778190392022","authorId":"4196778190392022","name":"难得有空","avatar":"https://static.tigerbbs.com/133e73e70849cce6f024c7b7221b0d1d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4196778190392022","idStr":"4196778190392022"},"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":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444187910086840","repostId":"1180225528","repostType":2,"repost":{"id":"1180225528","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":1749465591,"share":"https://www.laohu8.com/m/news/1180225528?lang=zh_CN&edition=full","pubTime":"2025-06-09 18:39","market":"us","language":"zh","title":"英伟达概念盘前走高，Applied Digital涨超3%，文远知行涨超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1180225528","media":"老虎资讯综合","summary":"CoreWeave涨超1%。","content":"<html><head></head><body><p>周一，英伟达持仓概念股在盘前小幅走高。截至发稿，Applied Digital涨超3%，文远知行、NEBIUS涨超2%，CoreWeave涨超1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2beb1c93e68873073738fa08dd82ca2e\" tg-width=\"450\" tg-height=\"130\"/></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>英伟达概念盘前走高，Applied Digital涨超3%，文远知行涨超2%</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英伟达概念盘前走高，Applied Digital涨超3%，文远知行涨超2%\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\">2025-06-09 18:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一，英伟达持仓概念股在盘前小幅走高。截至发稿，Applied Digital涨超3%，文远知行、NEBIUS涨超2%，CoreWeave涨超1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2beb1c93e68873073738fa08dd82ca2e\" tg-width=\"450\" tg-height=\"130\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4d00325b3cb3f8302fe4544d2a072ea9","relate_stocks":{"CRWV":"CoreWeave, Inc.","APLD":"APPLIED DIGITAL CORP","WRD":"文远知行"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180225528","content_text":"周一，英伟达持仓概念股在盘前小幅走高。截至发稿，Applied Digital涨超3%，文远知行、NEBIUS涨超2%，CoreWeave涨超1%。","news_type":1,"symbols_score_info":{"WRD":1.1,"CRWV":1.1,"APLD":1.1}},"isVote":1,"tweetType":1,"viewCount":1619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440118481825832,"gmtCreate":1748489255049,"gmtModify":1748489257064,"author":{"id":"4196778190392022","authorId":"4196778190392022","name":"难得有空","avatar":"https://static.tigerbbs.com/133e73e70849cce6f024c7b7221b0d1d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4196778190392022","idStr":"4196778190392022"},"themes":[],"htmlText":"兄弟 这次是冲400节奏 看大盘就知道了 还做空呢🤣","listText":"兄弟 这次是冲400节奏 看大盘就知道了 还做空呢🤣","text":"兄弟 这次是冲400节奏 看大盘就知道了 还做空呢🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440118481825832","isVote":1,"tweetType":1,"viewCount":2086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437201107141080,"gmtCreate":1747751000421,"gmtModify":1747751002395,"author":{"id":"4196778190392022","authorId":"4196778190392022","name":"难得有空","avatar":"https://static.tigerbbs.com/133e73e70849cce6f024c7b7221b0d1d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4196778190392022","idStr":"4196778190392022"},"themes":[],"htmlText":"对 我也看好 10可以的","listText":"对 我也看好 10可以的","text":"对 我也看好 10可以的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437201107141080","isVote":1,"tweetType":1,"viewCount":2010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":436795873989504,"gmtCreate":1747652412094,"gmtModify":1747821004288,"author":{"id":"4196778190392022","authorId":"4196778190392022","name":"难得有空","avatar":"https://static.tigerbbs.com/133e73e70849cce6f024c7b7221b0d1d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4196778190392022","idStr":"4196778190392022"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 看11 先躺着","listText":"<a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 看11 先躺着","text":"$文远知行(WRD)$ 看11 先躺着","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":16,"repostSize":0,"link":"https://laohu8.com/post/436795873989504","isVote":1,"tweetType":1,"viewCount":5084,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"249902866108642","authorId":"249902866108642","name":"子弹蚁","avatar":"https://static.tigerbbs.com/78fe95d34e5b0338902e030e157edcc8","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"249902866108642","idStr":"249902866108642"},"content":"数据各种不好，咋看到11呀，当然我是想看到的。","text":"数据各种不好，咋看到11呀，当然我是想看到的。","html":"数据各种不好，咋看到11呀，当然我是想看到的。"},{"author":{"id":"3573254620893939","authorId":"3573254620893939","name":"诸梦黄昏","avatar":"https://static.tigerbbs.com/a5a7727225ee759330330ba88bedd30c","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3573254620893939","idStr":"3573254620893939"},"content":"这周能到11吗","text":"这周能到11吗","html":"这周能到11吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435152858398800,"gmtCreate":1747258261943,"gmtModify":1747258263629,"author":{"id":"4196778190392022","authorId":"4196778190392022","name":"难得有空","avatar":"https://static.tigerbbs.com/133e73e70849cce6f024c7b7221b0d1d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4196778190392022","idStr":"4196778190392022"},"themes":[],"htmlText":"7.52","listText":"7.52","text":"7.52","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435152858398800","isVote":1,"tweetType":1,"viewCount":2088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":435153864478992,"gmtCreate":1747258230853,"gmtModify":1747258232884,"author":{"id":"4196778190392022","authorId":"4196778190392022","name":"难得有空","avatar":"https://static.tigerbbs.com/133e73e70849cce6f024c7b7221b0d1d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4196778190392022","idStr":"4196778190392022"},"themes":[],"htmlText":"20％左右","listText":"20％左右","text":"20％左右","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435153864478992","isVote":1,"tweetType":1,"viewCount":1810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430794758926968,"gmtCreate":1746196462783,"gmtModify":1746196464209,"author":{"id":"4196778190392022","authorId":"4196778190392022","name":"难得有空","avatar":"https://static.tigerbbs.com/133e73e70849cce6f024c7b7221b0d1d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4196778190392022","idStr":"4196778190392022"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SDM\">$Smart Digital Group Ltd(SDM)$</a> 停牌了 笑死我了哈哈哈哈哈哈哈哈","listText":"<a href=\"https://laohu8.com/S/SDM\">$Smart Digital Group Ltd(SDM)$</a> 停牌了 笑死我了哈哈哈哈哈哈哈哈","text":"$Smart Digital Group Ltd(SDM)$ 停牌了 笑死我了哈哈哈哈哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/430794758926968","isVote":1,"tweetType":1,"viewCount":4428,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4205190085742220","authorId":"4205190085742220","name":"灏灏赚钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"4205190085742220","idStr":"4205190085742220"},"content":"为什么停牌啊","text":"为什么停牌啊","html":"为什么停牌啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427463922429952,"gmtCreate":1745384500846,"gmtModify":1745384504075,"author":{"id":"4196778190392022","authorId":"4196778190392022","name":"难得有空","avatar":"https://static.tigerbbs.com/133e73e70849cce6f024c7b7221b0d1d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4196778190392022","idStr":"4196778190392022"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/4201684861268842\">@Ray5788</a>:什么呀 你都不懂行情 简单的下跌 就开始喷了 霸王给每一位申购的人都有几股 现在的抛售太正常了呀 不懂以后不要出来乱叫//<a href=\"https://laohu8.com/U/4201684861268842\">@Ray5788</a>:霸王太拉垮，不知什么时候可以到开盘最高的价格，美国股市也就那么回事，还是香港最靠谱呀","listText":"Replying to <a href=\"https://laohu8.com/U/4201684861268842\">@Ray5788</a>:什么呀 你都不懂行情 简单的下跌 就开始喷了 霸王给每一位申购的人都有几股 现在的抛售太正常了呀 不懂以后不要出来乱叫//<a href=\"https://laohu8.com/U/4201684861268842\">@Ray5788</a>:霸王太拉垮，不知什么时候可以到开盘最高的价格，美国股市也就那么回事，还是香港最靠谱呀","text":"Replying to @Ray5788:什么呀 你都不懂行情 简单的下跌 就开始喷了 霸王给每一位申购的人都有几股 现在的抛售太正常了呀 不懂以后不要出来乱叫//@Ray5788:霸王太拉垮，不知什么时候可以到开盘最高的价格，美国股市也就那么回事，还是香港最靠谱呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427463922429952","isVote":1,"tweetType":1,"viewCount":3056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":422958701585232,"gmtCreate":1744288769107,"gmtModify":1744290058465,"author":{"id":"4196778190392022","authorId":"4196778190392022","name":"难得有空","avatar":"https://static.tigerbbs.com/133e73e70849cce6f024c7b7221b0d1d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4196778190392022","idStr":"4196778190392022"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3462396565804988\">@gps949</a>:有道理//<a href=\"https://laohu8.com/U/3462396565804988\">@gps949</a>:昨天上涨不就是因为这个吗？今晚该回调了//<a href=\"https://laohu8.com/U/4131409357956500\">@ruan_7128</a>:大盘今晚应该还能继续上涨，白宫又说对世界各国（除中国外）的新关税将推迟90天执行，川普真像是小孩子玩坭巴，想怎么玩就怎么玩，有点意思。","listText":"Replying to <a href=\"https://laohu8.com/U/3462396565804988\">@gps949</a>:有道理//<a href=\"https://laohu8.com/U/3462396565804988\">@gps949</a>:昨天上涨不就是因为这个吗？今晚该回调了//<a href=\"https://laohu8.com/U/4131409357956500\">@ruan_7128</a>:大盘今晚应该还能继续上涨，白宫又说对世界各国（除中国外）的新关税将推迟90天执行，川普真像是小孩子玩坭巴，想怎么玩就怎么玩，有点意思。","text":"Replying to @gps949:有道理//@gps949:昨天上涨不就是因为这个吗？今晚该回调了//@ruan_7128:大盘今晚应该还能继续上涨，白宫又说对世界各国（除中国外）的新关税将推迟90天执行，川普真像是小孩子玩坭巴，想怎么玩就怎么玩，有点意思。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422958701585232","isVote":1,"tweetType":1,"viewCount":2721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420136721473912,"gmtCreate":1743603737517,"gmtModify":1743603739398,"author":{"id":"4196778190392022","authorId":"4196778190392022","name":"难得有空","avatar":"https://static.tigerbbs.com/133e73e70849cce6f024c7b7221b0d1d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4196778190392022","idStr":"4196778190392022"},"themes":[],"htmlText":"会涨上来了的","listText":"会涨上来了的","text":"会涨上来了的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420136721473912","repostId":"1109394340","repostType":2,"repost":{"id":"1109394340","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1743589715,"share":"https://www.laohu8.com/m/news/1109394340?lang=zh_CN&edition=full","pubTime":"2025-04-02 18:28","market":"sg","language":"zh","title":"异动解读 | 特斯拉欧洲销量大跌，TSLL杠杆ETF盘前暴跌5.09%","url":"https://stock-news.laohu8.com/highlight/detail?id=1109394340","media":"异动解读","summary":"4月2日周三盘前，Direxion Daily TSLA Bull 2X Shares股价大跌5.09%。这只特斯拉两倍做多ETF的暴跌，反映了市场对特斯拉公司前景的担忧情绪。引发TSLL大跌的主要原因是特斯拉在欧洲市场销量的显著下滑。根据最新数据，特斯拉今年3月在荷兰的销量比去年同期下降了55.3%，第一季度销量下降近50%。随着特斯拉将于近期公布第一季度交付数据，投资者对公司业绩表现的担忧情绪进一步加剧。","content":"<p>4月2日周三盘前，Direxion Daily TSLA Bull 2X Shares（TSLL）股价大跌5.09%。这只特斯拉两倍做多ETF的暴跌，反映了市场对特斯拉公司前景的担忧情绪。</p>\n\n<p>引发TSLL大跌的主要原因是特斯拉在欧洲市场销量的显著下滑。根据最新数据，特斯拉今年3月在荷兰的销量比去年同期下降了55.3%，第一季度销量下降近50%。不仅是荷兰，特斯拉在法国、瑞典等欧洲主要市场的销量也出现大幅下滑，今年前两个月在欧盟的整体销量几乎减少了一半。</p>\n\n<p>同时，华尔街分析师对特斯拉的看法也趋于悲观。富国银行在最新研报中将特斯拉的目标价下调至130美元，较当前股价有超过50%的下跌空间。分析师指出特斯拉面临交付量下滑、盈利能力减弱、新车型推出延迟等多重挑战。这些负面因素叠加，导致了TSLL这类特斯拉相关杠杆ETF的大幅下跌。</p>\n\n<p>市场分析人士认为，特斯拉在欧洲市场遇冷的原因包括车型老化、中国品牌电动车的激烈竞争，以及CEO马斯克的一些争议言行影响了品牌形象。随着特斯拉将于近期公布第一季度交付数据，投资者对公司业绩表现的担忧情绪进一步加剧。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读 | 特斯拉欧洲销量大跌，TSLL杠杆ETF盘前暴跌5.09%</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异动解读 | 特斯拉欧洲销量大跌，TSLL杠杆ETF盘前暴跌5.09%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-04-02 18:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>4月2日周三盘前，Direxion Daily TSLA Bull 2X Shares（TSLL）股价大跌5.09%。这只特斯拉两倍做多ETF的暴跌，反映了市场对特斯拉公司前景的担忧情绪。</p>\n\n<p>引发TSLL大跌的主要原因是特斯拉在欧洲市场销量的显著下滑。根据最新数据，特斯拉今年3月在荷兰的销量比去年同期下降了55.3%，第一季度销量下降近50%。不仅是荷兰，特斯拉在法国、瑞典等欧洲主要市场的销量也出现大幅下滑，今年前两个月在欧盟的整体销量几乎减少了一半。</p>\n\n<p>同时，华尔街分析师对特斯拉的看法也趋于悲观。富国银行在最新研报中将特斯拉的目标价下调至130美元，较当前股价有超过50%的下跌空间。分析师指出特斯拉面临交付量下滑、盈利能力减弱、新车型推出延迟等多重挑战。这些负面因素叠加，导致了TSLL这类特斯拉相关杠杆ETF的大幅下跌。</p>\n\n<p>市场分析人士认为，特斯拉在欧洲市场遇冷的原因包括车型老化、中国品牌电动车的激烈竞争，以及CEO马斯克的一些争议言行影响了品牌形象。随着特斯拉将于近期公布第一季度交付数据，投资者对公司业绩表现的担忧情绪进一步加剧。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLL":"2倍做多TSLA ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109394340","content_text":"4月2日周三盘前，Direxion Daily TSLA Bull 2X Shares（TSLL）股价大跌5.09%。这只特斯拉两倍做多ETF的暴跌，反映了市场对特斯拉公司前景的担忧情绪。\n引发TSLL大跌的主要原因是特斯拉在欧洲市场销量的显著下滑。根据最新数据，特斯拉今年3月在荷兰的销量比去年同期下降了55.3%，第一季度销量下降近50%。不仅是荷兰，特斯拉在法国、瑞典等欧洲主要市场的销量也出现大幅下滑，今年前两个月在欧盟的整体销量几乎减少了一半。\n同时，华尔街分析师对特斯拉的看法也趋于悲观。富国银行在最新研报中将特斯拉的目标价下调至130美元，较当前股价有超过50%的下跌空间。分析师指出特斯拉面临交付量下滑、盈利能力减弱、新车型推出延迟等多重挑战。这些负面因素叠加，导致了TSLL这类特斯拉相关杠杆ETF的大幅下跌。\n市场分析人士认为，特斯拉在欧洲市场遇冷的原因包括车型老化、中国品牌电动车的激烈竞争，以及CEO马斯克的一些争议言行影响了品牌形象。随着特斯拉将于近期公布第一季度交付数据，投资者对公司业绩表现的担忧情绪进一步加剧。","news_type":1,"symbols_score_info":{"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412781511393600,"gmtCreate":1741815713978,"gmtModify":1741816955512,"author":{"id":"4196778190392022","authorId":"4196778190392022","name":"难得有空","avatar":"https://static.tigerbbs.com/133e73e70849cce6f024c7b7221b0d1d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4196778190392022","idStr":"4196778190392022"},"themes":[],"htmlText":"可以加仓 但是避免重仓 二成","listText":"可以加仓 但是避免重仓 二成","text":"可以加仓 但是避免重仓 二成","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412781511393600","isVote":1,"tweetType":1,"viewCount":2415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390715314557096,"gmtCreate":1736418551124,"gmtModify":1736418608559,"author":{"id":"4196778190392022","authorId":"4196778190392022","name":"难得有空","avatar":"https://static.tigerbbs.com/133e73e70849cce6f024c7b7221b0d1d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4196778190392022","idStr":"4196778190392022"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 就是现在","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 就是现在","text":"$特斯拉(TSLA)$ 就是现在","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390715314557096","isVote":1,"tweetType":1,"viewCount":1758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383448758284336,"gmtCreate":1734646130237,"gmtModify":1734658621960,"author":{"id":"4196778190392022","authorId":"4196778190392022","name":"难得有空","avatar":"https://static.tigerbbs.com/133e73e70849cce6f024c7b7221b0d1d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4196778190392022","idStr":"4196778190392022"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 不会的 这才刚刚开始","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 不会的 这才刚刚开始","text":"$特斯拉(TSLA)$ 不会的 这才刚刚开始","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383448758284336","isVote":1,"tweetType":1,"viewCount":1397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381767669289048,"gmtCreate":1734235943121,"gmtModify":1734236670510,"author":{"id":"4196778190392022","authorId":"4196778190392022","name":"难得有空","avatar":"https://static.tigerbbs.com/133e73e70849cce6f024c7b7221b0d1d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4196778190392022","idStr":"4196778190392022"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 480 &nbsp;特斯拉股票 &nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 480 &nbsp;特斯拉股票 &nbsp;","text":"$特斯拉(TSLA)$ 480 特斯拉股票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/381767669289048","isVote":1,"tweetType":1,"viewCount":5007,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554542575382015","authorId":"3554542575382015","name":"湖心渺渺长空低","avatar":"https://static.tigerbbs.com/6c97b068b07799b8b81c0196ec43dc59","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3554542575382015","idStr":"3554542575382015"},"content":"帅哥490要逃吗","text":"帅哥490要逃吗","html":"帅哥490要逃吗"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":436795873989504,"gmtCreate":1747652412094,"gmtModify":1747821004288,"author":{"id":"4196778190392022","authorId":"4196778190392022","name":"难得有空","avatar":"https://static.tigerbbs.com/133e73e70849cce6f024c7b7221b0d1d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4196778190392022","authorIdStr":"4196778190392022"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 看11 先躺着","listText":"<a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 看11 先躺着","text":"$文远知行(WRD)$ 看11 先躺着","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":16,"repostSize":0,"link":"https://laohu8.com/post/436795873989504","isVote":1,"tweetType":1,"viewCount":5084,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"249902866108642","authorId":"249902866108642","name":"子弹蚁","avatar":"https://static.tigerbbs.com/78fe95d34e5b0338902e030e157edcc8","crmLevel":2,"crmLevelSwitch":0,"idStr":"249902866108642","authorIdStr":"249902866108642"},"content":"数据各种不好，咋看到11呀，当然我是想看到的。","text":"数据各种不好，咋看到11呀，当然我是想看到的。","html":"数据各种不好，咋看到11呀，当然我是想看到的。"},{"author":{"id":"3573254620893939","authorId":"3573254620893939","name":"诸梦黄昏","avatar":"https://static.tigerbbs.com/a5a7727225ee759330330ba88bedd30c","crmLevel":6,"crmLevelSwitch":0,"idStr":"3573254620893939","authorIdStr":"3573254620893939"},"content":"这周能到11吗","text":"这周能到11吗","html":"这周能到11吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381767669289048,"gmtCreate":1734235943121,"gmtModify":1734236670510,"author":{"id":"4196778190392022","authorId":"4196778190392022","name":"难得有空","avatar":"https://static.tigerbbs.com/133e73e70849cce6f024c7b7221b0d1d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4196778190392022","authorIdStr":"4196778190392022"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 480 &nbsp;特斯拉股票 &nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 480 &nbsp;特斯拉股票 &nbsp;","text":"$特斯拉(TSLA)$ 480 特斯拉股票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/381767669289048","isVote":1,"tweetType":1,"viewCount":5007,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554542575382015","authorId":"3554542575382015","name":"湖心渺渺长空低","avatar":"https://static.tigerbbs.com/6c97b068b07799b8b81c0196ec43dc59","crmLevel":7,"crmLevelSwitch":0,"idStr":"3554542575382015","authorIdStr":"3554542575382015"},"content":"帅哥490要逃吗","text":"帅哥490要逃吗","html":"帅哥490要逃吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430794758926968,"gmtCreate":1746196462783,"gmtModify":1746196464209,"author":{"id":"4196778190392022","authorId":"4196778190392022","name":"难得有空","avatar":"https://static.tigerbbs.com/133e73e70849cce6f024c7b7221b0d1d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4196778190392022","authorIdStr":"4196778190392022"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SDM\">$Smart Digital Group Ltd(SDM)$</a> 停牌了 笑死我了哈哈哈哈哈哈哈哈","listText":"<a href=\"https://laohu8.com/S/SDM\">$Smart Digital Group Ltd(SDM)$</a> 停牌了 笑死我了哈哈哈哈哈哈哈哈","text":"$Smart Digital Group Ltd(SDM)$ 停牌了 笑死我了哈哈哈哈哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/430794758926968","isVote":1,"tweetType":1,"viewCount":4428,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4205190085742220","authorId":"4205190085742220","name":"灏灏赚钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"4205190085742220","authorIdStr":"4205190085742220"},"content":"为什么停牌啊","text":"为什么停牌啊","html":"为什么停牌啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449862360678504,"gmtCreate":1750855924075,"gmtModify":1750855927675,"author":{"id":"4196778190392022","authorId":"4196778190392022","name":"难得有空","avatar":"https://static.tigerbbs.com/133e73e70849cce6f024c7b7221b0d1d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4196778190392022","authorIdStr":"4196778190392022"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06831\">$绿茶集团(06831)$</a> &nbsp;从打新到现在 一股没动没割 开始盈利了 继续持有一个季度","listText":"<a href=\"https://laohu8.com/S/06831\">$绿茶集团(06831)$</a> &nbsp;从打新到现在 一股没动没割 开始盈利了 继续持有一个季度","text":"$绿茶集团(06831)$ 从打新到现在 一股没动没割 开始盈利了 继续持有一个季度","images":[{"img":"https://static.tigerbbs.com/fb715ea41b2b83e20ace8deed5d03b08","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/449862360678504","isVote":1,"tweetType":1,"viewCount":3139,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4193377325563260","authorId":"4193377325563260","name":"人生舵手__小琳","avatar":"https://static.tigerbbs.com/b52249a7a6bb3ccf0a38ce77c8fb416d","crmLevel":8,"crmLevelSwitch":0,"idStr":"4193377325563260","authorIdStr":"4193377325563260"},"content":"你还真能拿得住啊","text":"你还真能拿得住啊","html":"你还真能拿得住啊"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":479166949466408,"gmtCreate":1758002769905,"gmtModify":1758002771998,"author":{"id":"4196778190392022","authorId":"4196778190392022","name":"难得有空","avatar":"https://static.tigerbbs.com/133e73e70849cce6f024c7b7221b0d1d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4196778190392022","authorIdStr":"4196778190392022"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 450 &nbsp;降息50个基点 美联储降息已经是板上钉钉，至于降多少，我在这里给出的答案是50个基点，必然带动特斯拉等一众科技股起飞，让我们拭目以待吧！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 450 &nbsp;降息50个基点 美联储降息已经是板上钉钉，至于降多少，我在这里给出的答案是50个基点，必然带动特斯拉等一众科技股起飞，让我们拭目以待吧！","text":"$特斯拉(TSLA)$ 450 降息50个基点 美联储降息已经是板上钉钉，至于降多少，我在这里给出的答案是50个基点，必然带动特斯拉等一众科技股起飞，让我们拭目以待吧！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/479166949466408","isVote":1,"tweetType":1,"viewCount":2940,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4214694106725180","authorId":"4214694106725180","name":"666达子","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4214694106725180","authorIdStr":"4214694106725180"},"content":"现在上涨是炒的逾期，我建议空仓到本月底","text":"现在上涨是炒的逾期，我建议空仓到本月底","html":"现在上涨是炒的逾期，我建议空仓到本月底"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461508427879264,"gmtCreate":1753682239602,"gmtModify":1753682240813,"author":{"id":"4196778190392022","authorId":"4196778190392022","name":"难得有空","avatar":"https://static.tigerbbs.com/133e73e70849cce6f024c7b7221b0d1d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4196778190392022","authorIdStr":"4196778190392022"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RXRX\">$Recursion Pharmaceuticals, Inc.(RXRX)$&nbsp;</a> 要开始涨了，可以建仓了，建仓价位设置在6.43","listText":"<a href=\"https://laohu8.com/S/RXRX\">$Recursion Pharmaceuticals, Inc.(RXRX)$&nbsp;</a> 要开始涨了，可以建仓了，建仓价位设置在6.43","text":"$Recursion Pharmaceuticals, Inc.(RXRX)$ 要开始涨了，可以建仓了，建仓价位设置在6.43","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461508427879264","isVote":1,"tweetType":1,"viewCount":1554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":453274432369320,"gmtCreate":1751685315766,"gmtModify":1751685317542,"author":{"id":"4196778190392022","authorId":"4196778190392022","name":"难得有空","avatar":"https://static.tigerbbs.com/133e73e70849cce6f024c7b7221b0d1d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4196778190392022","authorIdStr":"4196778190392022"},"themes":[],"htmlText":"你这么分析 意思就是美国通过这个法案 将走向衰落喽","listText":"你这么分析 意思就是美国通过这个法案 将走向衰落喽","text":"你这么分析 意思就是美国通过这个法案 将走向衰落喽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/453274432369320","repostId":"2549986314","repostType":2,"repost":{"id":"2549986314","kind":"highlight","pubTimestamp":1751683809,"share":"https://www.laohu8.com/m/news/2549986314?lang=zh_CN&edition=full","pubTime":"2025-07-05 10:50","market":"fut","language":"zh","title":"兴业研究：美国“大美丽法案”有何影响？","url":"https://stock-news.laohu8.com/highlight/detail?id=2549986314","media":"智通财经网","summary":"“大美丽法案”在美国众议院以微弱优势涉险过关。该法案自推出以来便争议不断，其包含哪些主要内容，又将产生怎样的市场影响？","content":"<html><head></head><body><p>美国时间7月3日，“大美丽法案”(One Big Beautiful Bill)在美国众议院以218-214的微弱优势涉险过关并提交特朗普。共和党人达成了在7月4日美国“独立日”前通过法案的既定目标。该法案自推出以来便争议不断，其包含哪些主要内容，又将产生怎样的市场影响?</p><p>总结来看，“大美丽法案”核心内容包括：2017年减税永久化、大幅削减医疗补助支出、一次性提高债务上限5万亿美元、取消对新能源汽车的税收减免等。最终版法案删除了争议性的“第899条款”，该条款针对实施“歧视性税收政策”的国家的政府、企业、个人、主权财富基金、养老基金及私人信托等征收惩罚性税收。</p><p>“大美丽法案”将使得美国财政前景显著恶化，2017年减税法案永久化是财政赤字恶化的主要来源。2026年财年(今年10月开始)财政赤字立即显著恶化，赤字率将由6%攀升至7%~7.5%。</p><p>短期而言，美国财政赤字扩张有助于托底经济，提高经济软着陆概率。债务上限单次提高5万亿美元利空美债、利多黄金，第三季度10Y收益率有冲击5%的可能，金价在完成此轮调整后中长期仍趋于上涨，回调空间有限(通常不超过10%)。<a href=\"https://laohu8.com/S/USDindex.FOREX\">美元指数</a>短期跌势放缓，但“去美元化”仍在延续，美元指数长期中枢水平下移。</p><p>该法案主要内容及市场影响如下：</p><p>一、法案主要内容</p><p>“大美丽法案”着眼于减税和提高债务上限，部分削减了医疗补助、新能源补贴等政府开支，具体包括：</p><p>◾ 2017年减税永久化。特朗普在上一个任期推出的2017年减税法案本应在今年到期，此次通过立法将该减税法案条款部分永久化、部分延期(详见下表)，并进一步提高了税收减免上限。</p><p>◾ 大幅削减医疗补助(Medicaid)支出。美国政府的医疗补助参保人数约为7100万人。最新立法进一步严格要求医疗补助的适用标准，19至64岁的医疗补助申请者必须满足每个月工作至少80个小时，否则将不予补助。有需要抚养的子女、满足特殊医疗条件要求等可以成为豁免条件。美国国会预算办公室预计最新的立法将削减1万亿美元医疗补助开支。</p><p>◾ 一次性提高债务上限5万亿美元。</p><p>◾ 取消对新能源汽车的税收减免。</p><p>◾ 降低联邦学生贷款申请上限。</p><p>◾对于外部、自由职业者等符合要求的收入，最高享受23%的减税。</p><p>◾ 删除“第899条款”。该条款针对实施“歧视性税收政策”的国家的政府、企业、个人、主权财富基金、养老基金及私人信托等征收惩罚性税收。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6306811069b16b21a4d21824dab5717b\" tg-width=\"964\" tg-height=\"588\"/></p><p>二、财政前景显著恶化</p><p>“大美丽法案”将使得美国财政前景显著恶化，2017年减税法案永久化是财政赤字恶化的主要来源。根据智库Tax Foundation的测算，减税永久化不仅将使得美国政府税收收入下降，而且需要更多举债满足财政支出需求，利息支出也相应增加。未来10年美国财政赤字增加4.6~5.4万亿美元，美国财政赤字率将突破10%，远高于目前国会预算办公室(CBO)减税法案不延期情景下的5%~6%。6月4日CBO最新分析显示，减税法案永久化将使得未来10年美国财政赤字增加2.4万亿美元，财政赤字率将在2026财年攀升至7%以上。同时未来10年美国政府杠杆率将较减税不延期的117%提高至129%，若付息成本保持4.5%高位，则杠杆率进一步升至133%。2026年财年(今年10月开始)财政赤字立即显著恶化。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16d9170be5a1d27c513f7cf599a0f9cf\" tg-width=\"833\" tg-height=\"428\"/></p><p><br/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9911f9a5df5df6a6e2c14e65a7f16f71\" tg-width=\"833\" tg-height=\"427\"/></p><p>三、市场影响</p><p>短期而言，美国财政赤字扩张有助于托底经济，提高经济软着陆概率。这符合我们此前的判断，库存周期需求指标在经历了近半年的迅速走弱后，今年下半年或进入相对稳定期甚至可能出现反弹。高频小周期的上行修复也很可能同步展开。</p><p>对于美债收益率而言，美国经济软着陆和再通胀奠定了美债收益率居高难下的基调，关税威胁卷土重来、债务上限提高后供给冲击等因素则显著增加了收益率的上行风险。从历史上看，当债务上限单次提高超过1万亿美元时，未来6个月美债收益率均倾向于上行。此次提高5万亿美元，对于美债收益率将有较强的推升作用。预计第三季度美债10Y收益率有再度冲击5%的可能。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95173d49ba10631b80634dfd59b83fa0\" tg-width=\"798\" tg-height=\"430\"/></p><p><br/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f571df2b58ac1d94686212bcf84877a1\" tg-width=\"795\" tg-height=\"430\"/></p><p>对于黄金而言，美国财政前景恶化、美元信用被侵蚀仍是核心交易逻辑。历史上，在财政赤字恶化的年份，金价大概率录得上涨。“大美丽法案”使得美国中长期财政前景恶化，巩固了黄金牛市的基本盘。短期而言，债务上限大幅提高的背景下，金价回调空间有限(通常不超过10%)，中长期仍趋于上涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/786710629883bada58a7f47ce77c62b7\" tg-width=\"811\" tg-height=\"449\"/></p><p><br/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f1cea48d4fb83fb83472cc610a64fed\" tg-width=\"807\" tg-height=\"425\"/></p><p>对于美元指数而言，美国经济软着陆概率提高和降息预期收敛帮助减缓短期跌势，随着经济数据短期改善，美元指数已经出现低估信号。不过中长期而言，财政赤字对于美元更多是利空影响。海外投资者对于美国债务可持续的质疑损害美元信用，本轮“去美元化”仍在延续，美元指数长期中枢水平下移。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54ff5ff968c50fbc12694aac7af03fba\" tg-width=\"834\" tg-height=\"424\"/></p><p><br/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a124178d1431f0f057d3bb6f24e8c073\" tg-width=\"764\" tg-height=\"741\"/></p><p></p></body></html>","source":"highlight_zhitongcaijin","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>兴业研究：美国“大美丽法案”有何影响？</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兴业研究：美国“大美丽法案”有何影响？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-05 10:50 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1314310.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国时间7月3日，“大美丽法案”(One Big Beautiful Bill)在美国众议院以218-214的微弱优势涉险过关并提交特朗普。共和党人达成了在7月4日美国“独立日”前通过法案的既定目标。该法案自推出以来便争议不断，其包含哪些主要内容，又将产生怎样的市场影响?总结来看，“大美丽法案”核心内容包括：2017年减税永久化、大幅削减医疗补助支出、一次性提高债务上限5万亿美元、取消对新能源汽车...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1314310.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/7a333e60f09b7b3e09b914d4d15b1a58","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1314310.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2549986314","content_text":"美国时间7月3日，“大美丽法案”(One Big Beautiful Bill)在美国众议院以218-214的微弱优势涉险过关并提交特朗普。共和党人达成了在7月4日美国“独立日”前通过法案的既定目标。该法案自推出以来便争议不断，其包含哪些主要内容，又将产生怎样的市场影响?总结来看，“大美丽法案”核心内容包括：2017年减税永久化、大幅削减医疗补助支出、一次性提高债务上限5万亿美元、取消对新能源汽车的税收减免等。最终版法案删除了争议性的“第899条款”，该条款针对实施“歧视性税收政策”的国家的政府、企业、个人、主权财富基金、养老基金及私人信托等征收惩罚性税收。“大美丽法案”将使得美国财政前景显著恶化，2017年减税法案永久化是财政赤字恶化的主要来源。2026年财年(今年10月开始)财政赤字立即显著恶化，赤字率将由6%攀升至7%~7.5%。短期而言，美国财政赤字扩张有助于托底经济，提高经济软着陆概率。债务上限单次提高5万亿美元利空美债、利多黄金，第三季度10Y收益率有冲击5%的可能，金价在完成此轮调整后中长期仍趋于上涨，回调空间有限(通常不超过10%)。美元指数短期跌势放缓，但“去美元化”仍在延续，美元指数长期中枢水平下移。该法案主要内容及市场影响如下：一、法案主要内容“大美丽法案”着眼于减税和提高债务上限，部分削减了医疗补助、新能源补贴等政府开支，具体包括：◾ 2017年减税永久化。特朗普在上一个任期推出的2017年减税法案本应在今年到期，此次通过立法将该减税法案条款部分永久化、部分延期(详见下表)，并进一步提高了税收减免上限。◾ 大幅削减医疗补助(Medicaid)支出。美国政府的医疗补助参保人数约为7100万人。最新立法进一步严格要求医疗补助的适用标准，19至64岁的医疗补助申请者必须满足每个月工作至少80个小时，否则将不予补助。有需要抚养的子女、满足特殊医疗条件要求等可以成为豁免条件。美国国会预算办公室预计最新的立法将削减1万亿美元医疗补助开支。◾ 一次性提高债务上限5万亿美元。◾ 取消对新能源汽车的税收减免。◾ 降低联邦学生贷款申请上限。◾对于外部、自由职业者等符合要求的收入，最高享受23%的减税。◾ 删除“第899条款”。该条款针对实施“歧视性税收政策”的国家的政府、企业、个人、主权财富基金、养老基金及私人信托等征收惩罚性税收。二、财政前景显著恶化“大美丽法案”将使得美国财政前景显著恶化，2017年减税法案永久化是财政赤字恶化的主要来源。根据智库Tax Foundation的测算，减税永久化不仅将使得美国政府税收收入下降，而且需要更多举债满足财政支出需求，利息支出也相应增加。未来10年美国财政赤字增加4.6~5.4万亿美元，美国财政赤字率将突破10%，远高于目前国会预算办公室(CBO)减税法案不延期情景下的5%~6%。6月4日CBO最新分析显示，减税法案永久化将使得未来10年美国财政赤字增加2.4万亿美元，财政赤字率将在2026财年攀升至7%以上。同时未来10年美国政府杠杆率将较减税不延期的117%提高至129%，若付息成本保持4.5%高位，则杠杆率进一步升至133%。2026年财年(今年10月开始)财政赤字立即显著恶化。三、市场影响短期而言，美国财政赤字扩张有助于托底经济，提高经济软着陆概率。这符合我们此前的判断，库存周期需求指标在经历了近半年的迅速走弱后，今年下半年或进入相对稳定期甚至可能出现反弹。高频小周期的上行修复也很可能同步展开。对于美债收益率而言，美国经济软着陆和再通胀奠定了美债收益率居高难下的基调，关税威胁卷土重来、债务上限提高后供给冲击等因素则显著增加了收益率的上行风险。从历史上看，当债务上限单次提高超过1万亿美元时，未来6个月美债收益率均倾向于上行。此次提高5万亿美元，对于美债收益率将有较强的推升作用。预计第三季度美债10Y收益率有再度冲击5%的可能。对于黄金而言，美国财政前景恶化、美元信用被侵蚀仍是核心交易逻辑。历史上，在财政赤字恶化的年份，金价大概率录得上涨。“大美丽法案”使得美国中长期财政前景恶化，巩固了黄金牛市的基本盘。短期而言，债务上限大幅提高的背景下，金价回调空间有限(通常不超过10%)，中长期仍趋于上涨。对于美元指数而言，美国经济软着陆概率提高和降息预期收敛帮助减缓短期跌势，随着经济数据短期改善，美元指数已经出现低估信号。不过中长期而言，财政赤字对于美元更多是利空影响。海外投资者对于美国债务可持续的质疑损害美元信用，本轮“去美元化”仍在延续，美元指数长期中枢水平下移。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444187910086840,"gmtCreate":1749466057878,"gmtModify":1749466058810,"author":{"id":"4196778190392022","authorId":"4196778190392022","name":"难得有空","avatar":"https://static.tigerbbs.com/133e73e70849cce6f024c7b7221b0d1d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4196778190392022","authorIdStr":"4196778190392022"},"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":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444187910086840","repostId":"1180225528","repostType":2,"repost":{"id":"1180225528","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":1749465591,"share":"https://www.laohu8.com/m/news/1180225528?lang=zh_CN&edition=full","pubTime":"2025-06-09 18:39","market":"us","language":"zh","title":"英伟达概念盘前走高，Applied Digital涨超3%，文远知行涨超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1180225528","media":"老虎资讯综合","summary":"CoreWeave涨超1%。","content":"<html><head></head><body><p>周一，英伟达持仓概念股在盘前小幅走高。截至发稿，Applied Digital涨超3%，文远知行、NEBIUS涨超2%，CoreWeave涨超1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2beb1c93e68873073738fa08dd82ca2e\" tg-width=\"450\" tg-height=\"130\"/></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>英伟达概念盘前走高，Applied Digital涨超3%，文远知行涨超2%</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英伟达概念盘前走高，Applied Digital涨超3%，文远知行涨超2%\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\">2025-06-09 18:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一，英伟达持仓概念股在盘前小幅走高。截至发稿，Applied Digital涨超3%，文远知行、NEBIUS涨超2%，CoreWeave涨超1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2beb1c93e68873073738fa08dd82ca2e\" tg-width=\"450\" tg-height=\"130\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4d00325b3cb3f8302fe4544d2a072ea9","relate_stocks":{"CRWV":"CoreWeave, Inc.","APLD":"APPLIED DIGITAL CORP","WRD":"文远知行"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180225528","content_text":"周一，英伟达持仓概念股在盘前小幅走高。截至发稿，Applied Digital涨超3%，文远知行、NEBIUS涨超2%，CoreWeave涨超1%。","news_type":1,"symbols_score_info":{"WRD":1.1,"CRWV":1.1,"APLD":1.1}},"isVote":1,"tweetType":1,"viewCount":1619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440118481825832,"gmtCreate":1748489255049,"gmtModify":1748489257064,"author":{"id":"4196778190392022","authorId":"4196778190392022","name":"难得有空","avatar":"https://static.tigerbbs.com/133e73e70849cce6f024c7b7221b0d1d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4196778190392022","authorIdStr":"4196778190392022"},"themes":[],"htmlText":"兄弟 这次是冲400节奏 看大盘就知道了 还做空呢🤣","listText":"兄弟 这次是冲400节奏 看大盘就知道了 还做空呢🤣","text":"兄弟 这次是冲400节奏 看大盘就知道了 还做空呢🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440118481825832","isVote":1,"tweetType":1,"viewCount":2086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437201107141080,"gmtCreate":1747751000421,"gmtModify":1747751002395,"author":{"id":"4196778190392022","authorId":"4196778190392022","name":"难得有空","avatar":"https://static.tigerbbs.com/133e73e70849cce6f024c7b7221b0d1d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4196778190392022","authorIdStr":"4196778190392022"},"themes":[],"htmlText":"对 我也看好 10可以的","listText":"对 我也看好 10可以的","text":"对 我也看好 10可以的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437201107141080","isVote":1,"tweetType":1,"viewCount":2010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}