+关注
泽泽静芸
暂无个人介绍
IP属地:湖北
5
关注
0
粉丝
0
主题
0
勋章
主贴
热门
泽泽静芸
08-13
前加密货币大亨Do Kwon认罪 原创 史正丞 财联社 2025年08月13日 14:35 上海 148人 当地时间周二,声名狼藉的前加密货币产业大亨权道亨(通常被叫做Do Kwon)在纽约联邦法院对两项欺诈指控认罪。现年33岁的Do Kwon创立了算法稳定币TerraUSD(UST)和关联姊妹币Luna。在2022年5月的崩盘中,短短一周内市值就蒸发超400亿美元,并引发了“加密货币寒冬”——草莽时代的加密资产接连崩盘,一直持续到当年11月FTX交易所倒闭,行业彻底陷入低谷。所谓的“算法稳定币”顾名思义,与如今的稳定币不同,算法稳定币TerraUSD背后并没有法币、国债等实物资产,而是与Luna形成双币体系(价值1美元的Luna可以兑换1UST),利用市场套利力量来维持价格锚定。通过承诺提供年化20%的UST存款利息,这套玩法吸引全球数十万人解囊参与。与“币圈”的许多资产类似,这套机制完全依赖参与者的信心(和他们投入的资金)来维持。一旦出现大规模资金缺口,TerraUSD脱锚只是时间问题——这正是2022年5月发生的事情。根据所谓的“稳定机制”,一旦TerraUSD持续脱锚,就需要大量销毁TerraUSD并增发Luna。随着供应量暴增,Luna价格快速崩盘,最终造成“死亡螺旋”。仅仅用了5天时间,Luna就从80美元跌到几乎不值钱,TerraUSD也从未恢复锚定。(来源:TradingView)这次崩盘彻底结束了此前的加密货币牛市,并引发加密公司相继破产。在接近一年的时间里,比特币价格从6.9万美元跌至1.6万美元。(比特币周线图,来源:TradingView)引发数百亿美元灰飞烟灭后,Do Kwon进入隐匿潜逃的状态。2023年3月,他在黑山试图使用假护照搭乘私人飞机前往阿联酋时被捕。谋求被引渡至潜在刑罚更轻的韩国失败后,黑山当局去年12月将Do Kwon移交给美国。放
泽泽静芸
08-12
$Circle Internet Corp.(CRCL)$
泽泽静芸
07-20
英伟达
泽泽静芸
07-20
稳定币 一、港元稳定币发展前景与核心优势港元具备三大显著优势:一是拥有高度自由兑换特性,二是依托联系汇率制度(与美元挂钩)形成信用背书,三是国际化程度较高。发行港元稳定币可在资本流动可控的前提下,为区域贸易、跨境投融资及数字资产交易提供具备监管透明度与金融可信度的结算锚点。此外,港元稳定币可充当人民币与美元体系的连接桥梁,在东南亚、"一带一路"国家等跨境支付场景中发挥更大作用,降低对Swift体系的依赖,助力中国香港提升在亚洲清算体系中的货币地位与话语权。二、蚂蚁收购耀才证券事件深度解读(一)事件背景与关键细节耀才证券是香港本地具有影响力的中型券商,客户群体以散户为主,持有全牌照合规资质,在零售证券经纪市场占据稳固地位。2025年4月25日,蚂蚁集团旗下主体发起邀约收购,目标为获取50.5%股份,要约收购价为每股3.28港元,总对价约28.14亿港元。若收购完成,耀才证券将成为蚂蚁控股子公司(截至目前,收购尚未完成正式公告)。(二)收购战略意义与业务布局蚂蚁收购耀才证券的核心目标在于,以该平台为支点拓展香港证券及稳定币交易业务。根据香港监管要求,虚拟资产交易平台(VATP)牌照与稳定币发行牌照需分主体申请。蚂蚁计划于2025年8月1日起申请稳定币发行牌照,并通过耀才证券申请VATP牌照,从而完善稳定币"发行-分发-交易"全链路布局。对标海外模式,蚂蚁拟扮演类似Circle(USDC发行方)的角色,而耀才证券则对标Coinbase或Robinhood,承担港元稳定币分发及与其他加密货币、股票互换的功能。三、蚂蚁与Circle合作可行性分析(一)合作传闻与官方回应此前有消息称,蚂蚁国际将作为业务部门整合USDC(Circle发行的美元稳定币),但蚂蚁官方辟谣称该信息不准确。(二)合作潜在逻辑与可行性推演从业务需求看,Circle有拓展USDC分发渠道的动力。目前,Circle与
@小虎活动:📢【有奖活动】截到哪个买哪个?看看哪个股票与你有缘?
泽泽静芸
07-17
这篇文章不错,转发给大家看看
抱歉,原内容已删除
泽泽静芸
07-17
$Circle Internet Corp.(CRCL)$
泽泽静芸
07-15
这篇文章不错,转发给大家看看
抱歉,原内容已删除
泽泽静芸
07-15
这篇文章不错,转发给大家看看
抱歉,原内容已删除
泽泽静芸
07-08
$霸王茶姬(CHA)$
泽泽静芸
07-03
$英伟达(NVDA)$
这是所为的黄金交叉点吗!
泽泽静芸
06-25
这篇文章不错,转发给大家看看
抱歉,原内容已删除
泽泽静芸
06-25
这篇文章不错,转发给大家看看
抱歉,原内容已删除
泽泽静芸
06-25
这篇文章不错,转发给大家看看
抱歉,原内容已删除
泽泽静芸
06-25
这篇文章不错,转发给大家看看
抱歉,原内容已删除
泽泽静芸
06-24
这篇文章不错,转发给大家看看
抱歉,原内容已删除
泽泽静芸
06-24
这篇文章不错,转发给大家看看
抱歉,原内容已删除
泽泽静芸
06-24
这篇文章不错,转发给大家看看
抱歉,原内容已删除
泽泽静芸
06-24
这篇文章不错,转发给大家看看
抱歉,原内容已删除
泽泽静芸
06-23
这篇文章不错,转发给大家看看
抱歉,原内容已删除
泽泽静芸
06-21
这篇文章不错,转发给大家看看
@胖虎福利:【周六福IPO】留言发帖赢精美珠宝~🎁
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4198384661182432","uuid":"4198384661182432","gmtCreate":1735283526765,"gmtModify":1735284226401,"name":"泽泽静芸","pinyin":"zzjyzezejingyun","introduction":"","introductionEn":null,"signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":5,"tweetSize":28,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"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":"2025.08.14","exceedPercentage":"80.27%","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":"2025.06.10","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-2","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识探索家","description":"观看学堂课程满20节","bigImgUrl":"https://static.tigerbbs.com/63cc10a4789c3eaa019b225a55136cf9","smallImgUrl":"https://static.tigerbbs.com/b1f0cbf3ae1b0a4593ddb3434df74ce0","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.04.03","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"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":"2025.01.02","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":4,"crmLevelSwitch":1,"location":"湖北","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":1,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":467184308421024,"gmtCreate":1755075306673,"gmtModify":1755076584568,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"前加密货币大亨Do Kwon认罪 原创 史正丞 财联社 2025年08月13日 14:35 上海 148人 当地时间周二,声名狼藉的前加密货币产业大亨权道亨(通常被叫做Do Kwon)在纽约联邦法院对两项欺诈指控认罪。现年33岁的Do Kwon创立了算法稳定币TerraUSD(UST)和关联姊妹币Luna。在2022年5月的崩盘中,短短一周内市值就蒸发超400亿美元,并引发了“加密货币寒冬”——草莽时代的加密资产接连崩盘,一直持续到当年11月FTX交易所倒闭,行业彻底陷入低谷。所谓的“算法稳定币”顾名思义,与如今的稳定币不同,算法稳定币TerraUSD背后并没有法币、国债等实物资产,而是与Luna形成双币体系(价值1美元的Luna可以兑换1UST),利用市场套利力量来维持价格锚定。通过承诺提供年化20%的UST存款利息,这套玩法吸引全球数十万人解囊参与。与“币圈”的许多资产类似,这套机制完全依赖参与者的信心(和他们投入的资金)来维持。一旦出现大规模资金缺口,TerraUSD脱锚只是时间问题——这正是2022年5月发生的事情。根据所谓的“稳定机制”,一旦TerraUSD持续脱锚,就需要大量销毁TerraUSD并增发Luna。随着供应量暴增,Luna价格快速崩盘,最终造成“死亡螺旋”。仅仅用了5天时间,Luna就从80美元跌到几乎不值钱,TerraUSD也从未恢复锚定。(来源:TradingView)这次崩盘彻底结束了此前的加密货币牛市,并引发加密公司相继破产。在接近一年的时间里,比特币价格从6.9万美元跌至1.6万美元。(比特币周线图,来源:TradingView)引发数百亿美元灰飞烟灭后,Do Kwon进入隐匿潜逃的状态。2023年3月,他在黑山试图使用假护照搭乘私人飞机前往阿联酋时被捕。谋求被引渡至潜在刑罚更轻的韩国失败后,黑山当局去年12月将Do Kwon移交给美国。放","listText":"前加密货币大亨Do Kwon认罪 原创 史正丞 财联社 2025年08月13日 14:35 上海 148人 当地时间周二,声名狼藉的前加密货币产业大亨权道亨(通常被叫做Do Kwon)在纽约联邦法院对两项欺诈指控认罪。现年33岁的Do Kwon创立了算法稳定币TerraUSD(UST)和关联姊妹币Luna。在2022年5月的崩盘中,短短一周内市值就蒸发超400亿美元,并引发了“加密货币寒冬”——草莽时代的加密资产接连崩盘,一直持续到当年11月FTX交易所倒闭,行业彻底陷入低谷。所谓的“算法稳定币”顾名思义,与如今的稳定币不同,算法稳定币TerraUSD背后并没有法币、国债等实物资产,而是与Luna形成双币体系(价值1美元的Luna可以兑换1UST),利用市场套利力量来维持价格锚定。通过承诺提供年化20%的UST存款利息,这套玩法吸引全球数十万人解囊参与。与“币圈”的许多资产类似,这套机制完全依赖参与者的信心(和他们投入的资金)来维持。一旦出现大规模资金缺口,TerraUSD脱锚只是时间问题——这正是2022年5月发生的事情。根据所谓的“稳定机制”,一旦TerraUSD持续脱锚,就需要大量销毁TerraUSD并增发Luna。随着供应量暴增,Luna价格快速崩盘,最终造成“死亡螺旋”。仅仅用了5天时间,Luna就从80美元跌到几乎不值钱,TerraUSD也从未恢复锚定。(来源:TradingView)这次崩盘彻底结束了此前的加密货币牛市,并引发加密公司相继破产。在接近一年的时间里,比特币价格从6.9万美元跌至1.6万美元。(比特币周线图,来源:TradingView)引发数百亿美元灰飞烟灭后,Do Kwon进入隐匿潜逃的状态。2023年3月,他在黑山试图使用假护照搭乘私人飞机前往阿联酋时被捕。谋求被引渡至潜在刑罚更轻的韩国失败后,黑山当局去年12月将Do Kwon移交给美国。放","text":"前加密货币大亨Do Kwon认罪 原创 史正丞 财联社 2025年08月13日 14:35 上海 148人 当地时间周二,声名狼藉的前加密货币产业大亨权道亨(通常被叫做Do Kwon)在纽约联邦法院对两项欺诈指控认罪。现年33岁的Do Kwon创立了算法稳定币TerraUSD(UST)和关联姊妹币Luna。在2022年5月的崩盘中,短短一周内市值就蒸发超400亿美元,并引发了“加密货币寒冬”——草莽时代的加密资产接连崩盘,一直持续到当年11月FTX交易所倒闭,行业彻底陷入低谷。所谓的“算法稳定币”顾名思义,与如今的稳定币不同,算法稳定币TerraUSD背后并没有法币、国债等实物资产,而是与Luna形成双币体系(价值1美元的Luna可以兑换1UST),利用市场套利力量来维持价格锚定。通过承诺提供年化20%的UST存款利息,这套玩法吸引全球数十万人解囊参与。与“币圈”的许多资产类似,这套机制完全依赖参与者的信心(和他们投入的资金)来维持。一旦出现大规模资金缺口,TerraUSD脱锚只是时间问题——这正是2022年5月发生的事情。根据所谓的“稳定机制”,一旦TerraUSD持续脱锚,就需要大量销毁TerraUSD并增发Luna。随着供应量暴增,Luna价格快速崩盘,最终造成“死亡螺旋”。仅仅用了5天时间,Luna就从80美元跌到几乎不值钱,TerraUSD也从未恢复锚定。(来源:TradingView)这次崩盘彻底结束了此前的加密货币牛市,并引发加密公司相继破产。在接近一年的时间里,比特币价格从6.9万美元跌至1.6万美元。(比特币周线图,来源:TradingView)引发数百亿美元灰飞烟灭后,Do Kwon进入隐匿潜逃的状态。2023年3月,他在黑山试图使用假护照搭乘私人飞机前往阿联酋时被捕。谋求被引渡至潜在刑罚更轻的韩国失败后,黑山当局去年12月将Do Kwon移交给美国。放","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467184308421024","isVote":1,"tweetType":1,"viewCount":1417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466882967425552,"gmtCreate":1755002426023,"gmtModify":1755002428109,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a> ","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a> ","text":"$Circle Internet Corp.(CRCL)$","images":[{"img":"https://static.tigerbbs.com/70e2d11e704ab83377343acdeec43a61","width":"1208","height":"1946"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466882967425552","isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":458669361038184,"gmtCreate":1753017001439,"gmtModify":1753017003250,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"英伟达","listText":"英伟达","text":"英伟达","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/458669361038184","isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":458667976528344,"gmtCreate":1753016917452,"gmtModify":1753020399261,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"稳定币 一、港元稳定币发展前景与核心优势港元具备三大显著优势:一是拥有高度自由兑换特性,二是依托联系汇率制度(与美元挂钩)形成信用背书,三是国际化程度较高。发行港元稳定币可在资本流动可控的前提下,为区域贸易、跨境投融资及数字资产交易提供具备监管透明度与金融可信度的结算锚点。此外,港元稳定币可充当人民币与美元体系的连接桥梁,在东南亚、\"一带一路\"国家等跨境支付场景中发挥更大作用,降低对Swift体系的依赖,助力中国香港提升在亚洲清算体系中的货币地位与话语权。二、蚂蚁收购耀才证券事件深度解读(一)事件背景与关键细节耀才证券是香港本地具有影响力的中型券商,客户群体以散户为主,持有全牌照合规资质,在零售证券经纪市场占据稳固地位。2025年4月25日,蚂蚁集团旗下主体发起邀约收购,目标为获取50.5%股份,要约收购价为每股3.28港元,总对价约28.14亿港元。若收购完成,耀才证券将成为蚂蚁控股子公司(截至目前,收购尚未完成正式公告)。(二)收购战略意义与业务布局蚂蚁收购耀才证券的核心目标在于,以该平台为支点拓展香港证券及稳定币交易业务。根据香港监管要求,虚拟资产交易平台(VATP)牌照与稳定币发行牌照需分主体申请。蚂蚁计划于2025年8月1日起申请稳定币发行牌照,并通过耀才证券申请VATP牌照,从而完善稳定币\"发行-分发-交易\"全链路布局。对标海外模式,蚂蚁拟扮演类似Circle(USDC发行方)的角色,而耀才证券则对标Coinbase或Robinhood,承担港元稳定币分发及与其他加密货币、股票互换的功能。三、蚂蚁与Circle合作可行性分析(一)合作传闻与官方回应此前有消息称,蚂蚁国际将作为业务部门整合USDC(Circle发行的美元稳定币),但蚂蚁官方辟谣称该信息不准确。(二)合作潜在逻辑与可行性推演从业务需求看,Circle有拓展USDC分发渠道的动力。目前,Circle与","listText":"稳定币 一、港元稳定币发展前景与核心优势港元具备三大显著优势:一是拥有高度自由兑换特性,二是依托联系汇率制度(与美元挂钩)形成信用背书,三是国际化程度较高。发行港元稳定币可在资本流动可控的前提下,为区域贸易、跨境投融资及数字资产交易提供具备监管透明度与金融可信度的结算锚点。此外,港元稳定币可充当人民币与美元体系的连接桥梁,在东南亚、\"一带一路\"国家等跨境支付场景中发挥更大作用,降低对Swift体系的依赖,助力中国香港提升在亚洲清算体系中的货币地位与话语权。二、蚂蚁收购耀才证券事件深度解读(一)事件背景与关键细节耀才证券是香港本地具有影响力的中型券商,客户群体以散户为主,持有全牌照合规资质,在零售证券经纪市场占据稳固地位。2025年4月25日,蚂蚁集团旗下主体发起邀约收购,目标为获取50.5%股份,要约收购价为每股3.28港元,总对价约28.14亿港元。若收购完成,耀才证券将成为蚂蚁控股子公司(截至目前,收购尚未完成正式公告)。(二)收购战略意义与业务布局蚂蚁收购耀才证券的核心目标在于,以该平台为支点拓展香港证券及稳定币交易业务。根据香港监管要求,虚拟资产交易平台(VATP)牌照与稳定币发行牌照需分主体申请。蚂蚁计划于2025年8月1日起申请稳定币发行牌照,并通过耀才证券申请VATP牌照,从而完善稳定币\"发行-分发-交易\"全链路布局。对标海外模式,蚂蚁拟扮演类似Circle(USDC发行方)的角色,而耀才证券则对标Coinbase或Robinhood,承担港元稳定币分发及与其他加密货币、股票互换的功能。三、蚂蚁与Circle合作可行性分析(一)合作传闻与官方回应此前有消息称,蚂蚁国际将作为业务部门整合USDC(Circle发行的美元稳定币),但蚂蚁官方辟谣称该信息不准确。(二)合作潜在逻辑与可行性推演从业务需求看,Circle有拓展USDC分发渠道的动力。目前,Circle与","text":"稳定币 一、港元稳定币发展前景与核心优势港元具备三大显著优势:一是拥有高度自由兑换特性,二是依托联系汇率制度(与美元挂钩)形成信用背书,三是国际化程度较高。发行港元稳定币可在资本流动可控的前提下,为区域贸易、跨境投融资及数字资产交易提供具备监管透明度与金融可信度的结算锚点。此外,港元稳定币可充当人民币与美元体系的连接桥梁,在东南亚、\"一带一路\"国家等跨境支付场景中发挥更大作用,降低对Swift体系的依赖,助力中国香港提升在亚洲清算体系中的货币地位与话语权。二、蚂蚁收购耀才证券事件深度解读(一)事件背景与关键细节耀才证券是香港本地具有影响力的中型券商,客户群体以散户为主,持有全牌照合规资质,在零售证券经纪市场占据稳固地位。2025年4月25日,蚂蚁集团旗下主体发起邀约收购,目标为获取50.5%股份,要约收购价为每股3.28港元,总对价约28.14亿港元。若收购完成,耀才证券将成为蚂蚁控股子公司(截至目前,收购尚未完成正式公告)。(二)收购战略意义与业务布局蚂蚁收购耀才证券的核心目标在于,以该平台为支点拓展香港证券及稳定币交易业务。根据香港监管要求,虚拟资产交易平台(VATP)牌照与稳定币发行牌照需分主体申请。蚂蚁计划于2025年8月1日起申请稳定币发行牌照,并通过耀才证券申请VATP牌照,从而完善稳定币\"发行-分发-交易\"全链路布局。对标海外模式,蚂蚁拟扮演类似Circle(USDC发行方)的角色,而耀才证券则对标Coinbase或Robinhood,承担港元稳定币分发及与其他加密货币、股票互换的功能。三、蚂蚁与Circle合作可行性分析(一)合作传闻与官方回应此前有消息称,蚂蚁国际将作为业务部门整合USDC(Circle发行的美元稳定币),但蚂蚁官方辟谣称该信息不准确。(二)合作潜在逻辑与可行性推演从业务需求看,Circle有拓展USDC分发渠道的动力。目前,Circle与","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/458667976528344","repostId":"457951013798552","repostType":1,"repost":{"id":457951013798552,"gmtCreate":1752827698982,"gmtModify":1752838202091,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"📢【有奖活动】截到哪个买哪个?看看哪个股票与你有缘?","htmlText":"特斯拉、英伟达、苹果……截到哪个买哪个,动动手指,看看哪个股票与你有缘??说不定“下一只大牛股”就这样被你点中了!用手机截屏GIF,把屏幕截图发送到本文的评论区,即视为完成参与!🧧 参与方式转发本帖,并<a href=\"https://laohu8.com/U/3578410907278925\">@至少</a> 一位好友 ,让TA也来一起参与活动用手机截屏GIF,看看哪只股票与你有缘将截图上传至评论区,并留言写下你的幸运股是哪一只?📅 活动时间7月18日 ~ 7月25日🎁 活动奖励参与奖:凡在评论区留言的虎友,即可获得 10虎币 ;鸿运奖:第一个在评论区发布全部9张截图的虎友,可获赠5美元股票代金券;幸运奖:随机抽取1位截图到老虎logo的幸运虎友,赠送老虎纪念币1个。 <a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a>","listText":"特斯拉、英伟达、苹果……截到哪个买哪个,动动手指,看看哪个股票与你有缘??说不定“下一只大牛股”就这样被你点中了!用手机截屏GIF,把屏幕截图发送到本文的评论区,即视为完成参与!🧧 参与方式转发本帖,并<a href=\"https://laohu8.com/U/3578410907278925\">@至少</a> 一位好友 ,让TA也来一起参与活动用手机截屏GIF,看看哪只股票与你有缘将截图上传至评论区,并留言写下你的幸运股是哪一只?📅 活动时间7月18日 ~ 7月25日🎁 活动奖励参与奖:凡在评论区留言的虎友,即可获得 10虎币 ;鸿运奖:第一个在评论区发布全部9张截图的虎友,可获赠5美元股票代金券;幸运奖:随机抽取1位截图到老虎logo的幸运虎友,赠送老虎纪念币1个。 <a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a>","text":"特斯拉、英伟达、苹果……截到哪个买哪个,动动手指,看看哪个股票与你有缘??说不定“下一只大牛股”就这样被你点中了!用手机截屏GIF,把屏幕截图发送到本文的评论区,即视为完成参与!🧧 参与方式转发本帖,并@至少 一位好友 ,让TA也来一起参与活动用手机截屏GIF,看看哪只股票与你有缘将截图上传至评论区,并留言写下你的幸运股是哪一只?📅 活动时间7月18日 ~ 7月25日🎁 活动奖励参与奖:凡在评论区留言的虎友,即可获得 10虎币 ;鸿运奖:第一个在评论区发布全部9张截图的虎友,可获赠5美元股票代金券;幸运奖:随机抽取1位截图到老虎logo的幸运虎友,赠送老虎纪念币1个。 $老虎证券(TIGR)$ $特斯拉(TSLA)$ $英伟达(NVDA)$ $苹果(AAPL)$ $小米集团-W(01810)$ $Circle Internet Corp.(CRCL)$","images":[{"img":"https://static.tigerbbs.com/cb15de225678a553d6ee4a81b8860aa2","width":"611","height":"764"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457951013798552","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457647900352536,"gmtCreate":1752767236094,"gmtModify":1752767237640,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457647900352536","repostId":"2552997177","repostType":2,"isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457309368652008,"gmtCreate":1752685039442,"gmtModify":1752685050734,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a> ","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a> ","text":"$Circle Internet Corp.(CRCL)$","images":[{"img":"https://static.tigerbbs.com/d4db640337187a4d32bac1250addd95d","width":"1208","height":"1946"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457309368652008","isVote":1,"tweetType":1,"viewCount":913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":456907036144152,"gmtCreate":1752586255342,"gmtModify":1752586256388,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456907036144152","repostId":"2551137663","repostType":2,"isVote":1,"tweetType":1,"viewCount":845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":456881144992144,"gmtCreate":1752580241779,"gmtModify":1752580242637,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456881144992144","repostId":"1170534357","repostType":4,"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454450358022720,"gmtCreate":1751988045045,"gmtModify":1751988056148,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ </a> ","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ </a> ","text":"$霸王茶姬(CHA)$","images":[{"img":"https://static.tigerbbs.com/ab5cb57c163c33e459e2819cfdb4abd5","width":"1208","height":"1946"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454450358022720","isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":452400441896968,"gmtCreate":1751472820553,"gmtModify":1751472831704,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 这是所为的黄金交叉点吗!","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 这是所为的黄金交叉点吗!","text":"$英伟达(NVDA)$ 这是所为的黄金交叉点吗!","images":[{"img":"https://static.tigerbbs.com/b946365c9bce41c978346eb9d52e9127","width":"1440","height":"3181"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452400441896968","isVote":1,"tweetType":1,"viewCount":1495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":449850382676544,"gmtCreate":1750853541859,"gmtModify":1750853543204,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449850382676544","repostId":"2546214201","repostType":4,"isVote":1,"tweetType":1,"viewCount":798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449787423686752,"gmtCreate":1750838250284,"gmtModify":1750838251872,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449787423686752","repostId":"1163358283","repostType":2,"isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449673436463320,"gmtCreate":1750810206968,"gmtModify":1750810207753,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449673436463320","repostId":"2546725992","repostType":2,"isVote":1,"tweetType":1,"viewCount":659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449674464641392,"gmtCreate":1750810153982,"gmtModify":1750810155463,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449674464641392","repostId":"2545238649","repostType":2,"isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449535149404664,"gmtCreate":1750776320892,"gmtModify":1750776322364,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449535149404664","repostId":"1129459192","repostType":2,"isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449526063427712,"gmtCreate":1750774504698,"gmtModify":1750774505798,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449526063427712","repostId":"1156633487","repostType":4,"isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449494015344728,"gmtCreate":1750766226504,"gmtModify":1750766228107,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449494015344728","repostId":"2545448640","repostType":2,"isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449316336308328,"gmtCreate":1750722617344,"gmtModify":1750722619016,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449316336308328","repostId":"2545244002","repostType":4,"isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":448957635375360,"gmtCreate":1750635503995,"gmtModify":1750635505499,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/448957635375360","repostId":"2545043545","repostType":4,"isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":448271550288464,"gmtCreate":1750467791193,"gmtModify":1750467792510,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/448271550288464","repostId":"447742789021944","repostType":1,"repost":{"id":447742789021944,"gmtCreate":1750317566952,"gmtModify":1752657543220,"author":{"id":"3527667568191018","authorId":"3527667568191018","name":"胖虎福利","avatar":"https://static.tigerbbs.com/733bbf790057cc91c5e0b1aa5569977c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667568191018","authorIdStr":"3527667568191018"},"themes":[],"title":"【周六福IPO】留言发帖赢精美珠宝~🎁","htmlText":"<a href=\"https://laohu8.com/S/06168\">$周六福(06168)$</a>中国五大珠宝品牌之一【周六福】港股IPO正在🔥申购中,老虎开启现金0手续费+融资0利息申购>>【申购方式】老虎App—持仓—IPO—申购 <a href=\"https://laohu8.com/S/06168\">$周六福(06168)$</a>简介:周六福 <a href=\"https://laohu8.com/S/06168\">$周六福(06168)$</a>是一间中国珠宝公司,通过其线下门店和线上销售渠道提供各种珠宝产品,主要为黄金珠宝产品及钻石镶嵌珠宝。根据弗若斯特沙利文的资料,以中国门店数目计,周六福于2017年至2024年连续八年维持于中国珠宝市场前五大品牌之列。活动参与步骤(以下任一种):在 <a href=\"https://laohu8.com/S/06168\">$周六福(06168)$</a> 个股讨论区发表指定内容;在本帖评论区发表指定内容;活动范围老虎国际客户活动内容及规则以下话题任选其一,在 <a href=\"https://laohu8.com/S/06168\">$周六福(06168)$</a> 讨论区或本帖留言(字数不限):晒出你的 <a href=\"https://laohu8.com/S/06168\">$周六福(06168)$</a>IPO认购单;港股消费概念持续升温,你看好周六福IPO上市后走势吗?作为高速增长的知名珠宝品牌,你认为周六福的核心优势是什么?随机抽取参与内容给予奖励活动奖励价值 298 元的周六福精美饰品周六福满1000减 100代金券1张奖励获得条件:成功留言发帖,并满足获奖注册用户条件;不得刷抄袭、评论、恶意灌水等;将 <a href=\"https://laohu8.com/S/06168\">$周六福(06</a>","listText":"<a href=\"https://laohu8.com/S/06168\">$周六福(06168)$</a>中国五大珠宝品牌之一【周六福】港股IPO正在🔥申购中,老虎开启现金0手续费+融资0利息申购>>【申购方式】老虎App—持仓—IPO—申购 <a href=\"https://laohu8.com/S/06168\">$周六福(06168)$</a>简介:周六福 <a href=\"https://laohu8.com/S/06168\">$周六福(06168)$</a>是一间中国珠宝公司,通过其线下门店和线上销售渠道提供各种珠宝产品,主要为黄金珠宝产品及钻石镶嵌珠宝。根据弗若斯特沙利文的资料,以中国门店数目计,周六福于2017年至2024年连续八年维持于中国珠宝市场前五大品牌之列。活动参与步骤(以下任一种):在 <a href=\"https://laohu8.com/S/06168\">$周六福(06168)$</a> 个股讨论区发表指定内容;在本帖评论区发表指定内容;活动范围老虎国际客户活动内容及规则以下话题任选其一,在 <a href=\"https://laohu8.com/S/06168\">$周六福(06168)$</a> 讨论区或本帖留言(字数不限):晒出你的 <a href=\"https://laohu8.com/S/06168\">$周六福(06168)$</a>IPO认购单;港股消费概念持续升温,你看好周六福IPO上市后走势吗?作为高速增长的知名珠宝品牌,你认为周六福的核心优势是什么?随机抽取参与内容给予奖励活动奖励价值 298 元的周六福精美饰品周六福满1000减 100代金券1张奖励获得条件:成功留言发帖,并满足获奖注册用户条件;不得刷抄袭、评论、恶意灌水等;将 <a href=\"https://laohu8.com/S/06168\">$周六福(06</a>","text":"$周六福(06168)$中国五大珠宝品牌之一【周六福】港股IPO正在🔥申购中,老虎开启现金0手续费+融资0利息申购>>【申购方式】老虎App—持仓—IPO—申购 $周六福(06168)$简介:周六福 $周六福(06168)$是一间中国珠宝公司,通过其线下门店和线上销售渠道提供各种珠宝产品,主要为黄金珠宝产品及钻石镶嵌珠宝。根据弗若斯特沙利文的资料,以中国门店数目计,周六福于2017年至2024年连续八年维持于中国珠宝市场前五大品牌之列。活动参与步骤(以下任一种):在 $周六福(06168)$ 个股讨论区发表指定内容;在本帖评论区发表指定内容;活动范围老虎国际客户活动内容及规则以下话题任选其一,在 $周六福(06168)$ 讨论区或本帖留言(字数不限):晒出你的 $周六福(06168)$IPO认购单;港股消费概念持续升温,你看好周六福IPO上市后走势吗?作为高速增长的知名珠宝品牌,你认为周六福的核心优势是什么?随机抽取参与内容给予奖励活动奖励价值 298 元的周六福精美饰品周六福满1000减 100代金券1张奖励获得条件:成功留言发帖,并满足获奖注册用户条件;不得刷抄袭、评论、恶意灌水等;将 $周六福(06","images":[{"img":"https://static.tigerbbs.com/132fc8126d2794216483a96a46117eb0"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447742789021944","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":452400441896968,"gmtCreate":1751472820553,"gmtModify":1751472831704,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 这是所为的黄金交叉点吗!","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 这是所为的黄金交叉点吗!","text":"$英伟达(NVDA)$ 这是所为的黄金交叉点吗!","images":[{"img":"https://static.tigerbbs.com/b946365c9bce41c978346eb9d52e9127","width":"1440","height":"3181"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452400441896968","isVote":1,"tweetType":1,"viewCount":1495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":435996522693504,"gmtCreate":1747480721103,"gmtModify":1747483969588,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"2025年5月15日晚,雷军官宣小米自主研发设计的手机SoC芯片玄戒O1即将在5月下旬发布。 这是小米时隔八年再次发布手机主控芯片,小米也成为继苹果、三星、**后,全球第四家拥有自研手机SoC的手机品牌。据多方爆料,玄戒O1这颗芯片将由小米15S Pro首发。 据悉,玄戒O1芯片基于台积电N4P制程工艺打造,采用八核三丛集的CPU架构设计,其中包括Arm Cortex - X925 CPU超大核,同时还集成了Immortalis - G925 GPU,综合性大约与骁龙8 Gen2相当。 小米的自研芯片之旅始于2014年,2017年推出首款自研SoC芯片澎湃S1,但因技术瓶颈和供应链问题未延续。此后小米调整策略,从专用芯片入手,先后推出了澎湃C1影像芯片、澎湃P1快充芯片、澎湃G1电池管理芯片等,逐步积累经验。","listText":"2025年5月15日晚,雷军官宣小米自主研发设计的手机SoC芯片玄戒O1即将在5月下旬发布。 这是小米时隔八年再次发布手机主控芯片,小米也成为继苹果、三星、**后,全球第四家拥有自研手机SoC的手机品牌。据多方爆料,玄戒O1这颗芯片将由小米15S Pro首发。 据悉,玄戒O1芯片基于台积电N4P制程工艺打造,采用八核三丛集的CPU架构设计,其中包括Arm Cortex - X925 CPU超大核,同时还集成了Immortalis - G925 GPU,综合性大约与骁龙8 Gen2相当。 小米的自研芯片之旅始于2014年,2017年推出首款自研SoC芯片澎湃S1,但因技术瓶颈和供应链问题未延续。此后小米调整策略,从专用芯片入手,先后推出了澎湃C1影像芯片、澎湃P1快充芯片、澎湃G1电池管理芯片等,逐步积累经验。","text":"2025年5月15日晚,雷军官宣小米自主研发设计的手机SoC芯片玄戒O1即将在5月下旬发布。 这是小米时隔八年再次发布手机主控芯片,小米也成为继苹果、三星、**后,全球第四家拥有自研手机SoC的手机品牌。据多方爆料,玄戒O1这颗芯片将由小米15S Pro首发。 据悉,玄戒O1芯片基于台积电N4P制程工艺打造,采用八核三丛集的CPU架构设计,其中包括Arm Cortex - X925 CPU超大核,同时还集成了Immortalis - G925 GPU,综合性大约与骁龙8 Gen2相当。 小米的自研芯片之旅始于2014年,2017年推出首款自研SoC芯片澎湃S1,但因技术瓶颈和供应链问题未延续。此后小米调整策略,从专用芯片入手,先后推出了澎湃C1影像芯片、澎湃P1快充芯片、澎湃G1电池管理芯片等,逐步积累经验。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/435996522693504","isVote":1,"tweetType":1,"viewCount":1709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467184308421024,"gmtCreate":1755075306673,"gmtModify":1755076584568,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"前加密货币大亨Do Kwon认罪 原创 史正丞 财联社 2025年08月13日 14:35 上海 148人 当地时间周二,声名狼藉的前加密货币产业大亨权道亨(通常被叫做Do Kwon)在纽约联邦法院对两项欺诈指控认罪。现年33岁的Do Kwon创立了算法稳定币TerraUSD(UST)和关联姊妹币Luna。在2022年5月的崩盘中,短短一周内市值就蒸发超400亿美元,并引发了“加密货币寒冬”——草莽时代的加密资产接连崩盘,一直持续到当年11月FTX交易所倒闭,行业彻底陷入低谷。所谓的“算法稳定币”顾名思义,与如今的稳定币不同,算法稳定币TerraUSD背后并没有法币、国债等实物资产,而是与Luna形成双币体系(价值1美元的Luna可以兑换1UST),利用市场套利力量来维持价格锚定。通过承诺提供年化20%的UST存款利息,这套玩法吸引全球数十万人解囊参与。与“币圈”的许多资产类似,这套机制完全依赖参与者的信心(和他们投入的资金)来维持。一旦出现大规模资金缺口,TerraUSD脱锚只是时间问题——这正是2022年5月发生的事情。根据所谓的“稳定机制”,一旦TerraUSD持续脱锚,就需要大量销毁TerraUSD并增发Luna。随着供应量暴增,Luna价格快速崩盘,最终造成“死亡螺旋”。仅仅用了5天时间,Luna就从80美元跌到几乎不值钱,TerraUSD也从未恢复锚定。(来源:TradingView)这次崩盘彻底结束了此前的加密货币牛市,并引发加密公司相继破产。在接近一年的时间里,比特币价格从6.9万美元跌至1.6万美元。(比特币周线图,来源:TradingView)引发数百亿美元灰飞烟灭后,Do Kwon进入隐匿潜逃的状态。2023年3月,他在黑山试图使用假护照搭乘私人飞机前往阿联酋时被捕。谋求被引渡至潜在刑罚更轻的韩国失败后,黑山当局去年12月将Do Kwon移交给美国。放","listText":"前加密货币大亨Do Kwon认罪 原创 史正丞 财联社 2025年08月13日 14:35 上海 148人 当地时间周二,声名狼藉的前加密货币产业大亨权道亨(通常被叫做Do Kwon)在纽约联邦法院对两项欺诈指控认罪。现年33岁的Do Kwon创立了算法稳定币TerraUSD(UST)和关联姊妹币Luna。在2022年5月的崩盘中,短短一周内市值就蒸发超400亿美元,并引发了“加密货币寒冬”——草莽时代的加密资产接连崩盘,一直持续到当年11月FTX交易所倒闭,行业彻底陷入低谷。所谓的“算法稳定币”顾名思义,与如今的稳定币不同,算法稳定币TerraUSD背后并没有法币、国债等实物资产,而是与Luna形成双币体系(价值1美元的Luna可以兑换1UST),利用市场套利力量来维持价格锚定。通过承诺提供年化20%的UST存款利息,这套玩法吸引全球数十万人解囊参与。与“币圈”的许多资产类似,这套机制完全依赖参与者的信心(和他们投入的资金)来维持。一旦出现大规模资金缺口,TerraUSD脱锚只是时间问题——这正是2022年5月发生的事情。根据所谓的“稳定机制”,一旦TerraUSD持续脱锚,就需要大量销毁TerraUSD并增发Luna。随着供应量暴增,Luna价格快速崩盘,最终造成“死亡螺旋”。仅仅用了5天时间,Luna就从80美元跌到几乎不值钱,TerraUSD也从未恢复锚定。(来源:TradingView)这次崩盘彻底结束了此前的加密货币牛市,并引发加密公司相继破产。在接近一年的时间里,比特币价格从6.9万美元跌至1.6万美元。(比特币周线图,来源:TradingView)引发数百亿美元灰飞烟灭后,Do Kwon进入隐匿潜逃的状态。2023年3月,他在黑山试图使用假护照搭乘私人飞机前往阿联酋时被捕。谋求被引渡至潜在刑罚更轻的韩国失败后,黑山当局去年12月将Do Kwon移交给美国。放","text":"前加密货币大亨Do Kwon认罪 原创 史正丞 财联社 2025年08月13日 14:35 上海 148人 当地时间周二,声名狼藉的前加密货币产业大亨权道亨(通常被叫做Do Kwon)在纽约联邦法院对两项欺诈指控认罪。现年33岁的Do Kwon创立了算法稳定币TerraUSD(UST)和关联姊妹币Luna。在2022年5月的崩盘中,短短一周内市值就蒸发超400亿美元,并引发了“加密货币寒冬”——草莽时代的加密资产接连崩盘,一直持续到当年11月FTX交易所倒闭,行业彻底陷入低谷。所谓的“算法稳定币”顾名思义,与如今的稳定币不同,算法稳定币TerraUSD背后并没有法币、国债等实物资产,而是与Luna形成双币体系(价值1美元的Luna可以兑换1UST),利用市场套利力量来维持价格锚定。通过承诺提供年化20%的UST存款利息,这套玩法吸引全球数十万人解囊参与。与“币圈”的许多资产类似,这套机制完全依赖参与者的信心(和他们投入的资金)来维持。一旦出现大规模资金缺口,TerraUSD脱锚只是时间问题——这正是2022年5月发生的事情。根据所谓的“稳定机制”,一旦TerraUSD持续脱锚,就需要大量销毁TerraUSD并增发Luna。随着供应量暴增,Luna价格快速崩盘,最终造成“死亡螺旋”。仅仅用了5天时间,Luna就从80美元跌到几乎不值钱,TerraUSD也从未恢复锚定。(来源:TradingView)这次崩盘彻底结束了此前的加密货币牛市,并引发加密公司相继破产。在接近一年的时间里,比特币价格从6.9万美元跌至1.6万美元。(比特币周线图,来源:TradingView)引发数百亿美元灰飞烟灭后,Do Kwon进入隐匿潜逃的状态。2023年3月,他在黑山试图使用假护照搭乘私人飞机前往阿联酋时被捕。谋求被引渡至潜在刑罚更轻的韩国失败后,黑山当局去年12月将Do Kwon移交给美国。放","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467184308421024","isVote":1,"tweetType":1,"viewCount":1417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466882967425552,"gmtCreate":1755002426023,"gmtModify":1755002428109,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a> ","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a> ","text":"$Circle Internet Corp.(CRCL)$","images":[{"img":"https://static.tigerbbs.com/70e2d11e704ab83377343acdeec43a61","width":"1208","height":"1946"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466882967425552","isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":458669361038184,"gmtCreate":1753017001439,"gmtModify":1753017003250,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"英伟达","listText":"英伟达","text":"英伟达","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/458669361038184","isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":458667976528344,"gmtCreate":1753016917452,"gmtModify":1753020399261,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"稳定币 一、港元稳定币发展前景与核心优势港元具备三大显著优势:一是拥有高度自由兑换特性,二是依托联系汇率制度(与美元挂钩)形成信用背书,三是国际化程度较高。发行港元稳定币可在资本流动可控的前提下,为区域贸易、跨境投融资及数字资产交易提供具备监管透明度与金融可信度的结算锚点。此外,港元稳定币可充当人民币与美元体系的连接桥梁,在东南亚、\"一带一路\"国家等跨境支付场景中发挥更大作用,降低对Swift体系的依赖,助力中国香港提升在亚洲清算体系中的货币地位与话语权。二、蚂蚁收购耀才证券事件深度解读(一)事件背景与关键细节耀才证券是香港本地具有影响力的中型券商,客户群体以散户为主,持有全牌照合规资质,在零售证券经纪市场占据稳固地位。2025年4月25日,蚂蚁集团旗下主体发起邀约收购,目标为获取50.5%股份,要约收购价为每股3.28港元,总对价约28.14亿港元。若收购完成,耀才证券将成为蚂蚁控股子公司(截至目前,收购尚未完成正式公告)。(二)收购战略意义与业务布局蚂蚁收购耀才证券的核心目标在于,以该平台为支点拓展香港证券及稳定币交易业务。根据香港监管要求,虚拟资产交易平台(VATP)牌照与稳定币发行牌照需分主体申请。蚂蚁计划于2025年8月1日起申请稳定币发行牌照,并通过耀才证券申请VATP牌照,从而完善稳定币\"发行-分发-交易\"全链路布局。对标海外模式,蚂蚁拟扮演类似Circle(USDC发行方)的角色,而耀才证券则对标Coinbase或Robinhood,承担港元稳定币分发及与其他加密货币、股票互换的功能。三、蚂蚁与Circle合作可行性分析(一)合作传闻与官方回应此前有消息称,蚂蚁国际将作为业务部门整合USDC(Circle发行的美元稳定币),但蚂蚁官方辟谣称该信息不准确。(二)合作潜在逻辑与可行性推演从业务需求看,Circle有拓展USDC分发渠道的动力。目前,Circle与","listText":"稳定币 一、港元稳定币发展前景与核心优势港元具备三大显著优势:一是拥有高度自由兑换特性,二是依托联系汇率制度(与美元挂钩)形成信用背书,三是国际化程度较高。发行港元稳定币可在资本流动可控的前提下,为区域贸易、跨境投融资及数字资产交易提供具备监管透明度与金融可信度的结算锚点。此外,港元稳定币可充当人民币与美元体系的连接桥梁,在东南亚、\"一带一路\"国家等跨境支付场景中发挥更大作用,降低对Swift体系的依赖,助力中国香港提升在亚洲清算体系中的货币地位与话语权。二、蚂蚁收购耀才证券事件深度解读(一)事件背景与关键细节耀才证券是香港本地具有影响力的中型券商,客户群体以散户为主,持有全牌照合规资质,在零售证券经纪市场占据稳固地位。2025年4月25日,蚂蚁集团旗下主体发起邀约收购,目标为获取50.5%股份,要约收购价为每股3.28港元,总对价约28.14亿港元。若收购完成,耀才证券将成为蚂蚁控股子公司(截至目前,收购尚未完成正式公告)。(二)收购战略意义与业务布局蚂蚁收购耀才证券的核心目标在于,以该平台为支点拓展香港证券及稳定币交易业务。根据香港监管要求,虚拟资产交易平台(VATP)牌照与稳定币发行牌照需分主体申请。蚂蚁计划于2025年8月1日起申请稳定币发行牌照,并通过耀才证券申请VATP牌照,从而完善稳定币\"发行-分发-交易\"全链路布局。对标海外模式,蚂蚁拟扮演类似Circle(USDC发行方)的角色,而耀才证券则对标Coinbase或Robinhood,承担港元稳定币分发及与其他加密货币、股票互换的功能。三、蚂蚁与Circle合作可行性分析(一)合作传闻与官方回应此前有消息称,蚂蚁国际将作为业务部门整合USDC(Circle发行的美元稳定币),但蚂蚁官方辟谣称该信息不准确。(二)合作潜在逻辑与可行性推演从业务需求看,Circle有拓展USDC分发渠道的动力。目前,Circle与","text":"稳定币 一、港元稳定币发展前景与核心优势港元具备三大显著优势:一是拥有高度自由兑换特性,二是依托联系汇率制度(与美元挂钩)形成信用背书,三是国际化程度较高。发行港元稳定币可在资本流动可控的前提下,为区域贸易、跨境投融资及数字资产交易提供具备监管透明度与金融可信度的结算锚点。此外,港元稳定币可充当人民币与美元体系的连接桥梁,在东南亚、\"一带一路\"国家等跨境支付场景中发挥更大作用,降低对Swift体系的依赖,助力中国香港提升在亚洲清算体系中的货币地位与话语权。二、蚂蚁收购耀才证券事件深度解读(一)事件背景与关键细节耀才证券是香港本地具有影响力的中型券商,客户群体以散户为主,持有全牌照合规资质,在零售证券经纪市场占据稳固地位。2025年4月25日,蚂蚁集团旗下主体发起邀约收购,目标为获取50.5%股份,要约收购价为每股3.28港元,总对价约28.14亿港元。若收购完成,耀才证券将成为蚂蚁控股子公司(截至目前,收购尚未完成正式公告)。(二)收购战略意义与业务布局蚂蚁收购耀才证券的核心目标在于,以该平台为支点拓展香港证券及稳定币交易业务。根据香港监管要求,虚拟资产交易平台(VATP)牌照与稳定币发行牌照需分主体申请。蚂蚁计划于2025年8月1日起申请稳定币发行牌照,并通过耀才证券申请VATP牌照,从而完善稳定币\"发行-分发-交易\"全链路布局。对标海外模式,蚂蚁拟扮演类似Circle(USDC发行方)的角色,而耀才证券则对标Coinbase或Robinhood,承担港元稳定币分发及与其他加密货币、股票互换的功能。三、蚂蚁与Circle合作可行性分析(一)合作传闻与官方回应此前有消息称,蚂蚁国际将作为业务部门整合USDC(Circle发行的美元稳定币),但蚂蚁官方辟谣称该信息不准确。(二)合作潜在逻辑与可行性推演从业务需求看,Circle有拓展USDC分发渠道的动力。目前,Circle与","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/458667976528344","repostId":"457951013798552","repostType":1,"repost":{"id":457951013798552,"gmtCreate":1752827698982,"gmtModify":1752838202091,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"📢【有奖活动】截到哪个买哪个?看看哪个股票与你有缘?","htmlText":"特斯拉、英伟达、苹果……截到哪个买哪个,动动手指,看看哪个股票与你有缘??说不定“下一只大牛股”就这样被你点中了!用手机截屏GIF,把屏幕截图发送到本文的评论区,即视为完成参与!🧧 参与方式转发本帖,并<a href=\"https://laohu8.com/U/3578410907278925\">@至少</a> 一位好友 ,让TA也来一起参与活动用手机截屏GIF,看看哪只股票与你有缘将截图上传至评论区,并留言写下你的幸运股是哪一只?📅 活动时间7月18日 ~ 7月25日🎁 活动奖励参与奖:凡在评论区留言的虎友,即可获得 10虎币 ;鸿运奖:第一个在评论区发布全部9张截图的虎友,可获赠5美元股票代金券;幸运奖:随机抽取1位截图到老虎logo的幸运虎友,赠送老虎纪念币1个。 <a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a>","listText":"特斯拉、英伟达、苹果……截到哪个买哪个,动动手指,看看哪个股票与你有缘??说不定“下一只大牛股”就这样被你点中了!用手机截屏GIF,把屏幕截图发送到本文的评论区,即视为完成参与!🧧 参与方式转发本帖,并<a href=\"https://laohu8.com/U/3578410907278925\">@至少</a> 一位好友 ,让TA也来一起参与活动用手机截屏GIF,看看哪只股票与你有缘将截图上传至评论区,并留言写下你的幸运股是哪一只?📅 活动时间7月18日 ~ 7月25日🎁 活动奖励参与奖:凡在评论区留言的虎友,即可获得 10虎币 ;鸿运奖:第一个在评论区发布全部9张截图的虎友,可获赠5美元股票代金券;幸运奖:随机抽取1位截图到老虎logo的幸运虎友,赠送老虎纪念币1个。 <a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a>","text":"特斯拉、英伟达、苹果……截到哪个买哪个,动动手指,看看哪个股票与你有缘??说不定“下一只大牛股”就这样被你点中了!用手机截屏GIF,把屏幕截图发送到本文的评论区,即视为完成参与!🧧 参与方式转发本帖,并@至少 一位好友 ,让TA也来一起参与活动用手机截屏GIF,看看哪只股票与你有缘将截图上传至评论区,并留言写下你的幸运股是哪一只?📅 活动时间7月18日 ~ 7月25日🎁 活动奖励参与奖:凡在评论区留言的虎友,即可获得 10虎币 ;鸿运奖:第一个在评论区发布全部9张截图的虎友,可获赠5美元股票代金券;幸运奖:随机抽取1位截图到老虎logo的幸运虎友,赠送老虎纪念币1个。 $老虎证券(TIGR)$ $特斯拉(TSLA)$ $英伟达(NVDA)$ $苹果(AAPL)$ $小米集团-W(01810)$ $Circle Internet Corp.(CRCL)$","images":[{"img":"https://static.tigerbbs.com/cb15de225678a553d6ee4a81b8860aa2","width":"611","height":"764"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457951013798552","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457647900352536,"gmtCreate":1752767236094,"gmtModify":1752767237640,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457647900352536","repostId":"2552997177","repostType":2,"isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457309368652008,"gmtCreate":1752685039442,"gmtModify":1752685050734,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a> ","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a> ","text":"$Circle Internet Corp.(CRCL)$","images":[{"img":"https://static.tigerbbs.com/d4db640337187a4d32bac1250addd95d","width":"1208","height":"1946"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457309368652008","isVote":1,"tweetType":1,"viewCount":913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":456907036144152,"gmtCreate":1752586255342,"gmtModify":1752586256388,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456907036144152","repostId":"2551137663","repostType":2,"isVote":1,"tweetType":1,"viewCount":845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":456881144992144,"gmtCreate":1752580241779,"gmtModify":1752580242637,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456881144992144","repostId":"1170534357","repostType":4,"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454450358022720,"gmtCreate":1751988045045,"gmtModify":1751988056148,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ </a> ","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ </a> ","text":"$霸王茶姬(CHA)$","images":[{"img":"https://static.tigerbbs.com/ab5cb57c163c33e459e2819cfdb4abd5","width":"1208","height":"1946"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454450358022720","isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":449316336308328,"gmtCreate":1750722617344,"gmtModify":1750722619016,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449316336308328","repostId":"2545244002","repostType":4,"isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":448957635375360,"gmtCreate":1750635503995,"gmtModify":1750635505499,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/448957635375360","repostId":"2545043545","repostType":4,"isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":448271550288464,"gmtCreate":1750467791193,"gmtModify":1750467792510,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/448271550288464","repostId":"447742789021944","repostType":1,"repost":{"id":447742789021944,"gmtCreate":1750317566952,"gmtModify":1752657543220,"author":{"id":"3527667568191018","authorId":"3527667568191018","name":"胖虎福利","avatar":"https://static.tigerbbs.com/733bbf790057cc91c5e0b1aa5569977c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667568191018","authorIdStr":"3527667568191018"},"themes":[],"title":"【周六福IPO】留言发帖赢精美珠宝~🎁","htmlText":"<a href=\"https://laohu8.com/S/06168\">$周六福(06168)$</a>中国五大珠宝品牌之一【周六福】港股IPO正在🔥申购中,老虎开启现金0手续费+融资0利息申购>>【申购方式】老虎App—持仓—IPO—申购 <a href=\"https://laohu8.com/S/06168\">$周六福(06168)$</a>简介:周六福 <a href=\"https://laohu8.com/S/06168\">$周六福(06168)$</a>是一间中国珠宝公司,通过其线下门店和线上销售渠道提供各种珠宝产品,主要为黄金珠宝产品及钻石镶嵌珠宝。根据弗若斯特沙利文的资料,以中国门店数目计,周六福于2017年至2024年连续八年维持于中国珠宝市场前五大品牌之列。活动参与步骤(以下任一种):在 <a href=\"https://laohu8.com/S/06168\">$周六福(06168)$</a> 个股讨论区发表指定内容;在本帖评论区发表指定内容;活动范围老虎国际客户活动内容及规则以下话题任选其一,在 <a href=\"https://laohu8.com/S/06168\">$周六福(06168)$</a> 讨论区或本帖留言(字数不限):晒出你的 <a href=\"https://laohu8.com/S/06168\">$周六福(06168)$</a>IPO认购单;港股消费概念持续升温,你看好周六福IPO上市后走势吗?作为高速增长的知名珠宝品牌,你认为周六福的核心优势是什么?随机抽取参与内容给予奖励活动奖励价值 298 元的周六福精美饰品周六福满1000减 100代金券1张奖励获得条件:成功留言发帖,并满足获奖注册用户条件;不得刷抄袭、评论、恶意灌水等;将 <a href=\"https://laohu8.com/S/06168\">$周六福(06</a>","listText":"<a href=\"https://laohu8.com/S/06168\">$周六福(06168)$</a>中国五大珠宝品牌之一【周六福】港股IPO正在🔥申购中,老虎开启现金0手续费+融资0利息申购>>【申购方式】老虎App—持仓—IPO—申购 <a href=\"https://laohu8.com/S/06168\">$周六福(06168)$</a>简介:周六福 <a href=\"https://laohu8.com/S/06168\">$周六福(06168)$</a>是一间中国珠宝公司,通过其线下门店和线上销售渠道提供各种珠宝产品,主要为黄金珠宝产品及钻石镶嵌珠宝。根据弗若斯特沙利文的资料,以中国门店数目计,周六福于2017年至2024年连续八年维持于中国珠宝市场前五大品牌之列。活动参与步骤(以下任一种):在 <a href=\"https://laohu8.com/S/06168\">$周六福(06168)$</a> 个股讨论区发表指定内容;在本帖评论区发表指定内容;活动范围老虎国际客户活动内容及规则以下话题任选其一,在 <a href=\"https://laohu8.com/S/06168\">$周六福(06168)$</a> 讨论区或本帖留言(字数不限):晒出你的 <a href=\"https://laohu8.com/S/06168\">$周六福(06168)$</a>IPO认购单;港股消费概念持续升温,你看好周六福IPO上市后走势吗?作为高速增长的知名珠宝品牌,你认为周六福的核心优势是什么?随机抽取参与内容给予奖励活动奖励价值 298 元的周六福精美饰品周六福满1000减 100代金券1张奖励获得条件:成功留言发帖,并满足获奖注册用户条件;不得刷抄袭、评论、恶意灌水等;将 <a href=\"https://laohu8.com/S/06168\">$周六福(06</a>","text":"$周六福(06168)$中国五大珠宝品牌之一【周六福】港股IPO正在🔥申购中,老虎开启现金0手续费+融资0利息申购>>【申购方式】老虎App—持仓—IPO—申购 $周六福(06168)$简介:周六福 $周六福(06168)$是一间中国珠宝公司,通过其线下门店和线上销售渠道提供各种珠宝产品,主要为黄金珠宝产品及钻石镶嵌珠宝。根据弗若斯特沙利文的资料,以中国门店数目计,周六福于2017年至2024年连续八年维持于中国珠宝市场前五大品牌之列。活动参与步骤(以下任一种):在 $周六福(06168)$ 个股讨论区发表指定内容;在本帖评论区发表指定内容;活动范围老虎国际客户活动内容及规则以下话题任选其一,在 $周六福(06168)$ 讨论区或本帖留言(字数不限):晒出你的 $周六福(06168)$IPO认购单;港股消费概念持续升温,你看好周六福IPO上市后走势吗?作为高速增长的知名珠宝品牌,你认为周六福的核心优势是什么?随机抽取参与内容给予奖励活动奖励价值 298 元的周六福精美饰品周六福满1000减 100代金券1张奖励获得条件:成功留言发帖,并满足获奖注册用户条件;不得刷抄袭、评论、恶意灌水等;将 $周六福(06","images":[{"img":"https://static.tigerbbs.com/132fc8126d2794216483a96a46117eb0"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447742789021944","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447370286862568,"gmtCreate":1750259760051,"gmtModify":1750259761044,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447370286862568","repostId":"1166533003","repostType":4,"isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447269554991928,"gmtCreate":1750218120278,"gmtModify":1750218121882,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447269554991928","repostId":"2544770945","repostType":2,"isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444158917292248,"gmtCreate":1749458405755,"gmtModify":1749458407979,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02573\">$新琪安(02573)$ </a> ","listText":"<a href=\"https://laohu8.com/S/02573\">$新琪安(02573)$ </a> ","text":"$新琪安(02573)$","images":[{"img":"https://static.tigerbbs.com/6bb4415ea64f521c42682bfedd6ac5e7","width":"1440","height":"3200"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444158917292248","isVote":1,"tweetType":1,"viewCount":921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":442842194879088,"gmtCreate":1749138742226,"gmtModify":1749138743195,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442842194879088","repostId":"1156177212","repostType":4,"isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435998405656744,"gmtCreate":1747481202319,"gmtModify":1747483969516,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"一、短期股价剧烈波动:市场恐慌情绪主导 直接冲击:政策变数引发抛售 特朗普表态后,苹果股价应声下跌(如摘要2提到“当场跌掉15%”),反映市场对供应链计划突然生变的担忧。印度已成为苹果第二大生产基地(2025年占全球iPhone产量20%,摘要8),若美版iPhone转移计划搁浅,短期内无法规避特朗普对华关税(单台或加征180美元,摘要3),预计本季度直接损失9亿美元(摘要6、8),全年或侵蚀三分之一净利润(摘要3)。 投资者信心受挫 苹果“中国+1”战略(摘要5)本为分散风险,印度投资超5000亿美元(摘要2、12),但政策反复暴露地缘风险。市场担忧苹果在中美印三角博弈中失去主动权,短期内股价可能延续震荡(年初至今已跌15%,摘要6、10)。 二、中长期压力:成本激增与战略两难 美国生产推高成本,倒逼产品涨价 若被迫回迁美国,人工成本(时薪34美元,中国3.2倍,摘要3)、供应链缺失(连螺丝都需进口,摘要3)将使iPhone成本翻倍,单台售价或飙升至3500美元(约2.5万元,摘要1)。涨价13%-18%(摘要3)可能削弱高端机竞争力,三星已在越南抢占25%市场(摘要3),销量下滑将直接影响利润。 印度市场拓展受阻 印度既是生产基地(2025年产量220亿美元,同比增60%,摘要4、5),也是潜力市场(全球第二大手机市场)。若建厂停滞,不仅失去印度政府5000亿卢比补贴(摘要3),还可能因关税壁垒(印度手机进口税26%,摘要3)失去价格优势,影响本土化进程。 三、战略不确定性:多重博弈下的估值重构 全球供应链重构成本高企 苹果90%研发仍依赖中国(摘要3),印度工厂良率仅85%(低于中国13个百分点,摘要3),回迁美国需重建产业链,耗时数年(台积电亚利桑那工厂已拖延三年,摘要3)。短期内“美国+印度”双线布局将推","listText":"一、短期股价剧烈波动:市场恐慌情绪主导 直接冲击:政策变数引发抛售 特朗普表态后,苹果股价应声下跌(如摘要2提到“当场跌掉15%”),反映市场对供应链计划突然生变的担忧。印度已成为苹果第二大生产基地(2025年占全球iPhone产量20%,摘要8),若美版iPhone转移计划搁浅,短期内无法规避特朗普对华关税(单台或加征180美元,摘要3),预计本季度直接损失9亿美元(摘要6、8),全年或侵蚀三分之一净利润(摘要3)。 投资者信心受挫 苹果“中国+1”战略(摘要5)本为分散风险,印度投资超5000亿美元(摘要2、12),但政策反复暴露地缘风险。市场担忧苹果在中美印三角博弈中失去主动权,短期内股价可能延续震荡(年初至今已跌15%,摘要6、10)。 二、中长期压力:成本激增与战略两难 美国生产推高成本,倒逼产品涨价 若被迫回迁美国,人工成本(时薪34美元,中国3.2倍,摘要3)、供应链缺失(连螺丝都需进口,摘要3)将使iPhone成本翻倍,单台售价或飙升至3500美元(约2.5万元,摘要1)。涨价13%-18%(摘要3)可能削弱高端机竞争力,三星已在越南抢占25%市场(摘要3),销量下滑将直接影响利润。 印度市场拓展受阻 印度既是生产基地(2025年产量220亿美元,同比增60%,摘要4、5),也是潜力市场(全球第二大手机市场)。若建厂停滞,不仅失去印度政府5000亿卢比补贴(摘要3),还可能因关税壁垒(印度手机进口税26%,摘要3)失去价格优势,影响本土化进程。 三、战略不确定性:多重博弈下的估值重构 全球供应链重构成本高企 苹果90%研发仍依赖中国(摘要3),印度工厂良率仅85%(低于中国13个百分点,摘要3),回迁美国需重建产业链,耗时数年(台积电亚利桑那工厂已拖延三年,摘要3)。短期内“美国+印度”双线布局将推","text":"一、短期股价剧烈波动:市场恐慌情绪主导 直接冲击:政策变数引发抛售 特朗普表态后,苹果股价应声下跌(如摘要2提到“当场跌掉15%”),反映市场对供应链计划突然生变的担忧。印度已成为苹果第二大生产基地(2025年占全球iPhone产量20%,摘要8),若美版iPhone转移计划搁浅,短期内无法规避特朗普对华关税(单台或加征180美元,摘要3),预计本季度直接损失9亿美元(摘要6、8),全年或侵蚀三分之一净利润(摘要3)。 投资者信心受挫 苹果“中国+1”战略(摘要5)本为分散风险,印度投资超5000亿美元(摘要2、12),但政策反复暴露地缘风险。市场担忧苹果在中美印三角博弈中失去主动权,短期内股价可能延续震荡(年初至今已跌15%,摘要6、10)。 二、中长期压力:成本激增与战略两难 美国生产推高成本,倒逼产品涨价 若被迫回迁美国,人工成本(时薪34美元,中国3.2倍,摘要3)、供应链缺失(连螺丝都需进口,摘要3)将使iPhone成本翻倍,单台售价或飙升至3500美元(约2.5万元,摘要1)。涨价13%-18%(摘要3)可能削弱高端机竞争力,三星已在越南抢占25%市场(摘要3),销量下滑将直接影响利润。 印度市场拓展受阻 印度既是生产基地(2025年产量220亿美元,同比增60%,摘要4、5),也是潜力市场(全球第二大手机市场)。若建厂停滞,不仅失去印度政府5000亿卢比补贴(摘要3),还可能因关税壁垒(印度手机进口税26%,摘要3)失去价格优势,影响本土化进程。 三、战略不确定性:多重博弈下的估值重构 全球供应链重构成本高企 苹果90%研发仍依赖中国(摘要3),印度工厂良率仅85%(低于中国13个百分点,摘要3),回迁美国需重建产业链,耗时数年(台积电亚利桑那工厂已拖延三年,摘要3)。短期内“美国+印度”双线布局将推","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435998405656744","isVote":1,"tweetType":1,"viewCount":2213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429038935486840,"gmtCreate":1745768090080,"gmtModify":1745804741848,"author":{"id":"4198384661182432","authorId":"4198384661182432","name":"泽泽静芸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198384661182432","authorIdStr":"4198384661182432"},"themes":[],"htmlText":"推荐五一到武汉游玩","listText":"推荐五一到武汉游玩","text":"推荐五一到武汉游玩","images":[{"img":"https://static.tigerbbs.com/284e2cb56e94884f7a16ec217a3c6c64"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429038935486840","isVote":1,"tweetType":1,"viewCount":2182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}