华虹的个人主页 - 老虎社区

华虹

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IP属地：浙江

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07-23

m m m

盘前 | Abivax飙升超480%，Beyond Meat涨超15%，孩之宝绩后涨超5%

06-13

$Hims & Hers Health Inc.(HIMS)$ 这个票特点就是大跌买入

06-12

$Direxion Daily TSLA Bull 2X Shares(TSLL)$

06-04

$绿叶制药(02186)$ 港股小而美的创新药企业，翻倍不是梦，市值100亿以下的，胆大的，对于有核心技术的企业，要勇于买入

05-23

04-09

牛逼//@AaronHy:不知道今天看港股拉升后说我昨天开pdd put 阿里put 开美股苹果英伟达特斯拉三倍半导体 call的朋友反向指标亏麻了的朋友你们在哪里🧐$阿里巴巴(BABA)$

$拼多多(PDD)$

$英伟达(NVDA)$ $特斯拉(TSLA)$ $苹果(AAPL)$

@AaronHy:$苹果(AAPL)$

$英伟达(NVDA)$

$特斯拉(TSLA)$

$拼多多(PDD)$

$阿里巴巴(BABA)$ 加仓位美股call 加仓位阿里拼多多put 这轮行情做对再次翻倍

去老虎APP查看更多动态

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20:09","market":"hk","language":"zh","title":"盘前 | Abivax飙升超480%，Beyond Meat涨超15%，孩之宝绩后涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1138762212","media":"老虎资讯综合","summary":"个股方面：Abivax盘前飙升超456%，其口服新药 Obefazimod 在溃疡性结肠炎 III 期诱导试验中取得积极结果，并计划 2026 年下半年向 FDA 提交申请。小马智行盘前涨近5%，第七代自动驾驶车辆北京、广州、深圳开跑。Beyond Meat盘前涨超15%，美国牛肉价格飙至历史巅峰消息面上，继鸡蛋价格狂飙后，美国消费者如今迎来新一轮食品通胀冲击，牛肉价格创历史新高。AT&T盘前跌超3%，二季度营收308亿美元高于预期。孩之宝盘前涨超5%，二季度营收、每股收益均超预期，调整全年指引。","content":"<html><head></head><body><p>7月23日周三，美股三大指数期货在盘前时段震荡上涨。纳指100期货上涨0.12%，报23253.5点，标普500指数期货上涨0.33%，报6368点，道琼斯上涨0.43%，报44904点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4bc1c3da09e5d22aecb8de163632ba7a\" title=\"\" tg-width=\"554\" tg-height=\"170\"/></p><h3 id=\"id_284816223\">个股方面：</h3><p>Abivax盘前飙升超480%，其口服新药 Obefazimod 在溃疡性结肠炎 III 期诱导试验中取得积极结果，并计划 2026 年下半年向 FDA 提交申请。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/919c451e652f4f3cdd0eabf6279779e5\" title=\"\" tg-width=\"242\" tg-height=\"107\"/></p><p>消息面上，Abivax宣布其首创新型口服miR-124增强剂Obefazimod在中度至重度溃疡性结肠炎的ABTECT 8周诱导试验中取得积极的III期结果。公司还称准备在2026年下半年向FDA提交新药申请。</p><p><a href=\"https://laohu8.com/S/TXN\">德州仪器</a>盘前大跌逾10%，三季度业绩指引不包括美国税收法案的变动。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a77f15d35c61aee88fb665df967ff148\" title=\"\" tg-width=\"225\" tg-height=\"110\"/></p><p>消息方面：德州仪器二季度营收44.5亿美元，分析师预期43.6亿美元。二季度analog营收34.5亿美元，分析师预期34.1亿美元。二季度运营利润15.6亿美元，分析师预期14.7亿美元。二季度EPS为1.41美元，分析师预期1.35美元。预计三季度营收44.5亿-48.0亿美元，分析师预期45.7亿美元。三季度业绩指引不包括美国税收法案的变动。</p><p>碳化硅巨头<a href=\"https://laohu8.com/S/WOLF\">Wolfspeed</a>盘前涨超6%，公司此前宣布启动债务重组，预计今年第三季度恢复运营。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a4e2a792ee5ff706ae4427221d18c8a\" title=\"\" tg-width=\"243\" tg-height=\"110\"/></p><p>小马智行盘前涨超5%，第七代自动驾驶车辆北京、广州、深圳开跑。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b7d0a88714ce65755d7a002644b529a\" title=\"\" tg-width=\"243\" tg-height=\"104\"/></p><p>消息方面：小马智行宣布第七代极狐阿尔法T5自动驾驶车辆在北京开启自动驾驶公开道路测试，半个月前该车型已率先在深圳获批开展路测。至此，小马智行第七代自动驾驶车型已同时取得北京、广州、深圳的L4级自动驾驶测试许可，为其在下半年实现千台规模自动驾驶车队落地顺利开局。</p><p>Beyond Meat盘前涨超15%，美国牛肉价格飙至历史巅峰</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e6ced08ad70e0d261cc55f31acb9ab2\" title=\"\" tg-width=\"245\" tg-height=\"106\"/></p><p>消息面上，继鸡蛋价格狂飙后，美国消费者如今迎来新一轮食品通胀冲击，牛肉价格创历史新高。美国农业部数据显示，今年以来牛肉零售价累计上涨近9%，达每磅9.26美元；6月CPI显示，牛排和绞肉年涨幅分别达12.4%和10.3%，消费者钱包持续承压。</p><p>与鸡蛋因禽流感短期供应中断不同，牛肉涨价是长期供需失衡的结果。富国银行首席农业经济学家Michael Swanson指出，美国牛群规模已降至74年来最低水平，干旱导致牧场减产、饲料成本飙升，叠加进口增加但出口骤降22%，市场呈现“供弱需强”格局。泰森食品CEO直言：“这是牛肉行业史上最具挑战环境。”<br/>专家分析，牛肉价格回落需等待供给端恢复与需求端降温的双重信号。当前牧场主因利润微薄补栏意愿低迷，而消费者对高价牛肉的接受度尚未出现拐点。美国农场局联合会经济学家Bernt Nelson表示：“家庭财务状况是关键——收入增长时吃牛排，经济承压时转向鸡肉或植物肉。”</p><p>GoPro续涨超48%，近5个交易日累计涨超80%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/204fd8fda1e0c24461aa1b61b620816f\" title=\"\" tg-width=\"244\" tg-height=\"109\"/></p><p> GE Vernova盘前涨超3%，二季度营收、净利润、EPS均超预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1af012799bc45cab34623d96ef544e17\" title=\"\" tg-width=\"255\" tg-height=\"105\"/></p><p>消息方面：GE Vernova 二季度业绩表现强劲：订单达124亿美元（同比增长4%），营收91亿美元（同比增长11%），主要受电力与电气化板块驱动；公司上调全年财务指引，预计营收将达360-370亿美元区间高端，经调整EBITDA利润率提升至8%-9%（原指引为高个位数），自由现金流预期大幅调高至30-35亿美元（原20-25亿）。</p><p>AT&amp;T盘前跌超3%，二季度营收308亿美元高于预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89a8335ede95beced4265d2196a64f5a\" title=\"\" tg-width=\"232\" tg-height=\"112\"/></p><p>消息方面：AT&amp;T 二季度业绩表现强劲，总营收达308亿美元（同比增长3.5%），稀释每股收益0.62美元（同比显著增长26.5%），营运收入65亿美元（同比上升12.1%），自由现金流44亿美元（同比增长10%）。</p><p>孩之宝盘前涨超5%，二季度营收、每股收益均超预期，调整全年指引。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a5e6bcc2d28a865f09d17595c5dbc7f\" title=\"\" tg-width=\"235\" tg-height=\"106\"/></p><p>消息方面：孩之宝营收同比微降1%至9.81亿美元，，预估8.805亿美元。Wizards与数字游戏部门凭借《魔法风云会》23%的创纪录增长及《Monopoly Go!》贡献，推动部门收入同比大增16%；公司通过成本优化实现调整后营业利润2.47亿美元（同比持平），调整后净利润同比提升0.08美元至每股1.30美元。上半年累计收入增长7%，调整后每股收益升至2.35美元（同比增0.52美元）。基于Wizards业务的强劲动能，公司上调全年预期：收入增速从&#34;小幅&#34;调至&#34;中个位数增长&#34;，调整后EBITDA目标升至11.7-12亿美元（原11-11.5亿），同时二季度向股东返还股息9800万美元并减债1200万美元。重大风险包括关税政策触发的10亿美元非现金商誉减值（致报告净亏损6.10美元/股）及消费品需求波动。</p><p>通用动力盘前涨超3%，Q2营收、EPS均超预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fb22f5f483c8037cb2ec0af8a002b25\" title=\"\" tg-width=\"237\" tg-height=\"105\"/></p><p>消息方面：通用动力二季度营收130亿美元（同比增8.9%），每股收益3.74美元（同比跃升14.7%），营业利润率升至10.0%（同比扩张30基点）；上半年营收252.6亿美元（同比增11.3%）。</p><p>关键驱动与财务健康：船舶系统板块营收同比暴涨22.2%至42亿美元，航空航天营业利润同比大增26.3%；经营活动现金流达16亿美元（为净利润158%），债务减少8.97亿美元，净债务降至71.9亿美元。</p><p>未来动能充沛：订单额283亿美元创纪录，订单出货比高达2.2倍；未交货订单总额1037亿美元（同比增13.6%），其中船舶系统未交货订单530亿美元（同比激增28.1%），总潜在合同价值1612亿美元奠定长期增长基础。</p><h3 id=\"id_3613779299\">大宗商品走势</h3><p>国际油价跌0.72%，报64.84美元/桶。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/603f20bff63a8ae778988fc8d3a4aeff\" title=\"\" tg-width=\"268\" tg-height=\"93\"/></p><p>金价微跌0.08%，报3,441美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/214b0d89ca7c56d601c9a84bbad63106\" title=\"\" tg-width=\"269\" tg-height=\"87\"/></p><p>白银涨0.43%，报39.72元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16e3d73ac916b02c55dd16c2997c06fe\" title=\"\" tg-width=\"259\" tg-height=\"95\"/></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>盘前 | Abivax飙升超480%，Beyond Meat涨超15%，孩之宝绩后涨超5%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘前 | Abivax飙升超480%，Beyond Meat涨超15%，孩之宝绩后涨超5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-07-23 20:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月23日周三，美股三大指数期货在盘前时段震荡上涨。纳指100期货上涨0.12%，报23253.5点，标普500指数期货上涨0.33%，报6368点，道琼斯上涨0.43%，报44904点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4bc1c3da09e5d22aecb8de163632ba7a\" title=\"\" tg-width=\"554\" tg-height=\"170\"/></p><h3 id=\"id_284816223\">个股方面：</h3><p>Abivax盘前飙升超480%，其口服新药 Obefazimod 在溃疡性结肠炎 III 期诱导试验中取得积极结果，并计划 2026 年下半年向 FDA 提交申请。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/919c451e652f4f3cdd0eabf6279779e5\" title=\"\" tg-width=\"242\" tg-height=\"107\"/></p><p>消息面上，Abivax宣布其首创新型口服miR-124增强剂Obefazimod在中度至重度溃疡性结肠炎的ABTECT 8周诱导试验中取得积极的III期结果。公司还称准备在2026年下半年向FDA提交新药申请。</p><p><a href=\"https://laohu8.com/S/TXN\">德州仪器</a>盘前大跌逾10%，三季度业绩指引不包括美国税收法案的变动。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a77f15d35c61aee88fb665df967ff148\" title=\"\" tg-width=\"225\" tg-height=\"110\"/></p><p>消息方面：德州仪器二季度营收44.5亿美元，分析师预期43.6亿美元。二季度analog营收34.5亿美元，分析师预期34.1亿美元。二季度运营利润15.6亿美元，分析师预期14.7亿美元。二季度EPS为1.41美元，分析师预期1.35美元。预计三季度营收44.5亿-48.0亿美元，分析师预期45.7亿美元。三季度业绩指引不包括美国税收法案的变动。</p><p>碳化硅巨头<a href=\"https://laohu8.com/S/WOLF\">Wolfspeed</a>盘前涨超6%，公司此前宣布启动债务重组，预计今年第三季度恢复运营。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a4e2a792ee5ff706ae4427221d18c8a\" title=\"\" tg-width=\"243\" tg-height=\"110\"/></p><p>小马智行盘前涨超5%，第七代自动驾驶车辆北京、广州、深圳开跑。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b7d0a88714ce65755d7a002644b529a\" title=\"\" tg-width=\"243\" tg-height=\"104\"/></p><p>消息方面：小马智行宣布第七代极狐阿尔法T5自动驾驶车辆在北京开启自动驾驶公开道路测试，半个月前该车型已率先在深圳获批开展路测。至此，小马智行第七代自动驾驶车型已同时取得北京、广州、深圳的L4级自动驾驶测试许可，为其在下半年实现千台规模自动驾驶车队落地顺利开局。</p><p>Beyond Meat盘前涨超15%，美国牛肉价格飙至历史巅峰</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e6ced08ad70e0d261cc55f31acb9ab2\" title=\"\" tg-width=\"245\" tg-height=\"106\"/></p><p>消息面上，继鸡蛋价格狂飙后，美国消费者如今迎来新一轮食品通胀冲击，牛肉价格创历史新高。美国农业部数据显示，今年以来牛肉零售价累计上涨近9%，达每磅9.26美元；6月CPI显示，牛排和绞肉年涨幅分别达12.4%和10.3%，消费者钱包持续承压。</p><p>与鸡蛋因禽流感短期供应中断不同，牛肉涨价是长期供需失衡的结果。富国银行首席农业经济学家Michael Swanson指出，美国牛群规模已降至74年来最低水平，干旱导致牧场减产、饲料成本飙升，叠加进口增加但出口骤降22%，市场呈现“供弱需强”格局。泰森食品CEO直言：“这是牛肉行业史上最具挑战环境。”<br/>专家分析，牛肉价格回落需等待供给端恢复与需求端降温的双重信号。当前牧场主因利润微薄补栏意愿低迷，而消费者对高价牛肉的接受度尚未出现拐点。美国农场局联合会经济学家Bernt Nelson表示：“家庭财务状况是关键——收入增长时吃牛排，经济承压时转向鸡肉或植物肉。”</p><p>GoPro续涨超48%，近5个交易日累计涨超80%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/204fd8fda1e0c24461aa1b61b620816f\" title=\"\" tg-width=\"244\" tg-height=\"109\"/></p><p> GE Vernova盘前涨超3%，二季度营收、净利润、EPS均超预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1af012799bc45cab34623d96ef544e17\" title=\"\" tg-width=\"255\" tg-height=\"105\"/></p><p>消息方面：GE Vernova 二季度业绩表现强劲：订单达124亿美元（同比增长4%），营收91亿美元（同比增长11%），主要受电力与电气化板块驱动；公司上调全年财务指引，预计营收将达360-370亿美元区间高端，经调整EBITDA利润率提升至8%-9%（原指引为高个位数），自由现金流预期大幅调高至30-35亿美元（原20-25亿）。</p><p>AT&amp;T盘前跌超3%，二季度营收308亿美元高于预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89a8335ede95beced4265d2196a64f5a\" title=\"\" tg-width=\"232\" tg-height=\"112\"/></p><p>消息方面：AT&amp;T 二季度业绩表现强劲，总营收达308亿美元（同比增长3.5%），稀释每股收益0.62美元（同比显著增长26.5%），营运收入65亿美元（同比上升12.1%），自由现金流44亿美元（同比增长10%）。</p><p>孩之宝盘前涨超5%，二季度营收、每股收益均超预期，调整全年指引。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a5e6bcc2d28a865f09d17595c5dbc7f\" title=\"\" tg-width=\"235\" tg-height=\"106\"/></p><p>消息方面：孩之宝营收同比微降1%至9.81亿美元，，预估8.805亿美元。Wizards与数字游戏部门凭借《魔法风云会》23%的创纪录增长及《Monopoly Go!》贡献，推动部门收入同比大增16%；公司通过成本优化实现调整后营业利润2.47亿美元（同比持平），调整后净利润同比提升0.08美元至每股1.30美元。上半年累计收入增长7%，调整后每股收益升至2.35美元（同比增0.52美元）。基于Wizards业务的强劲动能，公司上调全年预期：收入增速从&#34;小幅&#34;调至&#34;中个位数增长&#34;，调整后EBITDA目标升至11.7-12亿美元（原11-11.5亿），同时二季度向股东返还股息9800万美元并减债1200万美元。重大风险包括关税政策触发的10亿美元非现金商誉减值（致报告净亏损6.10美元/股）及消费品需求波动。</p><p>通用动力盘前涨超3%，Q2营收、EPS均超预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fb22f5f483c8037cb2ec0af8a002b25\" title=\"\" tg-width=\"237\" tg-height=\"105\"/></p><p>消息方面：通用动力二季度营收130亿美元（同比增8.9%），每股收益3.74美元（同比跃升14.7%），营业利润率升至10.0%（同比扩张30基点）；上半年营收252.6亿美元（同比增11.3%）。</p><p>关键驱动与财务健康：船舶系统板块营收同比暴涨22.2%至42亿美元，航空航天营业利润同比大增26.3%；经营活动现金流达16亿美元（为净利润158%），债务减少8.97亿美元，净债务降至71.9亿美元。</p><p>未来动能充沛：订单额283亿美元创纪录，订单出货比高达2.2倍；未交货订单总额1037亿美元（同比增13.6%），其中船舶系统未交货订单530亿美元（同比激增28.1%），总潜在合同价值1612亿美元奠定长期增长基础。</p><h3 id=\"id_3613779299\">大宗商品走势</h3><p>国际油价跌0.72%，报64.84美元/桶。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/603f20bff63a8ae778988fc8d3a4aeff\" title=\"\" tg-width=\"268\" tg-height=\"93\"/></p><p>金价微跌0.08%，报3,441美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/214b0d89ca7c56d601c9a84bbad63106\" title=\"\" tg-width=\"269\" tg-height=\"87\"/></p><p>白银涨0.43%，报39.72元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16e3d73ac916b02c55dd16c2997c06fe\" title=\"\" tg-width=\"259\" tg-height=\"95\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"GPRO":"GoPro","TXN":"德州仪器","BYND":"Beyond Meat, Inc.","WOLF":"Wolfspeed Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138762212","content_text":"7月23日周三，美股三大指数期货在盘前时段震荡上涨。纳指100期货上涨0.12%，报23253.5点，标普500指数期货上涨0.33%，报6368点，道琼斯上涨0.43%，报44904点。个股方面：Abivax盘前飙升超480%，其口服新药 Obefazimod 在溃疡性结肠炎 III 期诱导试验中取得积极结果，并计划 2026 年下半年向 FDA 提交申请。消息面上，Abivax宣布其首创新型口服miR-124增强剂Obefazimod在中度至重度溃疡性结肠炎的ABTECT 8周诱导试验中取得积极的III期结果。公司还称准备在2026年下半年向FDA提交新药申请。德州仪器盘前大跌逾10%，三季度业绩指引不包括美国税收法案的变动。消息方面：德州仪器二季度营收44.5亿美元，分析师预期43.6亿美元。二季度analog营收34.5亿美元，分析师预期34.1亿美元。二季度运营利润15.6亿美元，分析师预期14.7亿美元。二季度EPS为1.41美元，分析师预期1.35美元。预计三季度营收44.5亿-48.0亿美元，分析师预期45.7亿美元。三季度业绩指引不包括美国税收法案的变动。碳化硅巨头Wolfspeed盘前涨超6%，公司此前宣布启动债务重组，预计今年第三季度恢复运营。小马智行盘前涨超5%，第七代自动驾驶车辆北京、广州、深圳开跑。消息方面：小马智行宣布第七代极狐阿尔法T5自动驾驶车辆在北京开启自动驾驶公开道路测试，半个月前该车型已率先在深圳获批开展路测。至此，小马智行第七代自动驾驶车型已同时取得北京、广州、深圳的L4级自动驾驶测试许可，为其在下半年实现千台规模自动驾驶车队落地顺利开局。Beyond Meat盘前涨超15%，美国牛肉价格飙至历史巅峰消息面上，继鸡蛋价格狂飙后，美国消费者如今迎来新一轮食品通胀冲击，牛肉价格创历史新高。美国农业部数据显示，今年以来牛肉零售价累计上涨近9%，达每磅9.26美元；6月CPI显示，牛排和绞肉年涨幅分别达12.4%和10.3%，消费者钱包持续承压。与鸡蛋因禽流感短期供应中断不同，牛肉涨价是长期供需失衡的结果。富国银行首席农业经济学家Michael Swanson指出，美国牛群规模已降至74年来最低水平，干旱导致牧场减产、饲料成本飙升，叠加进口增加但出口骤降22%，市场呈现“供弱需强”格局。泰森食品CEO直言：“这是牛肉行业史上最具挑战环境。”专家分析，牛肉价格回落需等待供给端恢复与需求端降温的双重信号。当前牧场主因利润微薄补栏意愿低迷，而消费者对高价牛肉的接受度尚未出现拐点。美国农场局联合会经济学家Bernt Nelson表示：“家庭财务状况是关键——收入增长时吃牛排，经济承压时转向鸡肉或植物肉。”GoPro续涨超48%，近5个交易日累计涨超80%。 GE Vernova盘前涨超3%，二季度营收、净利润、EPS均超预期。消息方面：GE Vernova 二季度业绩表现强劲：订单达124亿美元（同比增长4%），营收91亿美元（同比增长11%），主要受电力与电气化板块驱动；公司上调全年财务指引，预计营收将达360-370亿美元区间高端，经调整EBITDA利润率提升至8%-9%（原指引为高个位数），自由现金流预期大幅调高至30-35亿美元（原20-25亿）。AT&T盘前跌超3%，二季度营收308亿美元高于预期。消息方面：AT&T 二季度业绩表现强劲，总营收达308亿美元（同比增长3.5%），稀释每股收益0.62美元（同比显著增长26.5%），营运收入65亿美元（同比上升12.1%），自由现金流44亿美元（同比增长10%）。孩之宝盘前涨超5%，二季度营收、每股收益均超预期，调整全年指引。消息方面：孩之宝营收同比微降1%至9.81亿美元，，预估8.805亿美元。Wizards与数字游戏部门凭借《魔法风云会》23%的创纪录增长及《Monopoly Go!》贡献，推动部门收入同比大增16%；公司通过成本优化实现调整后营业利润2.47亿美元（同比持平），调整后净利润同比提升0.08美元至每股1.30美元。上半年累计收入增长7%，调整后每股收益升至2.35美元（同比增0.52美元）。基于Wizards业务的强劲动能，公司上调全年预期：收入增速从\"小幅\"调至\"中个位数增长\"，调整后EBITDA目标升至11.7-12亿美元（原11-11.5亿），同时二季度向股东返还股息9800万美元并减债1200万美元。重大风险包括关税政策触发的10亿美元非现金商誉减值（致报告净亏损6.10美元/股）及消费品需求波动。通用动力盘前涨超3%，Q2营收、EPS均超预期。消息方面：通用动力二季度营收130亿美元（同比增8.9%），每股收益3.74美元（同比跃升14.7%），营业利润率升至10.0%（同比扩张30基点）；上半年营收252.6亿美元（同比增11.3%）。关键驱动与财务健康：船舶系统板块营收同比暴涨22.2%至42亿美元，航空航天营业利润同比大增26.3%；经营活动现金流达16亿美元（为净利润158%），债务减少8.97亿美元，净债务降至71.9亿美元。未来动能充沛：订单额283亿美元创纪录，订单出货比高达2.2倍；未交货订单总额1037亿美元（同比增13.6%），其中船舶系统未交货订单530亿美元（同比激增28.1%），总潜在合同价值1612亿美元奠定长期增长基础。大宗商品走势国际油价跌0.72%，报64.84美元/桶。金价微跌0.08%，报3,441美元/盎司。白银涨0.43%，报39.72元/盎司。","news_type":1,"symbols_score_info":{"BYND":1.1,"GPRO":1.1,"TXN":1.1,"WOLF":1.1}},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":445744416346912,"gmtCreate":1749830234869,"gmtModify":1749830238450,"author":{"id":"4203508488398612","authorId":"4203508488398612","name":"华虹","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4203508488398612","authorIdStr":"4203508488398612"},"themes":[],"htmlText":"<a 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data-views=\"1\"></v-v>&nbsp;","text":"$苹果(AAPL)$","images":[{"img":"https://static.tigerbbs.com/067f219a041468954fa3c31e29e912b0","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437859453641464","isVote":1,"tweetType":1,"viewCount":871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":422590903489160,"gmtCreate":1744211636333,"gmtModify":1744211767143,"author":{"id":"4203508488398612","authorId":"4203508488398612","name":"华虹","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4203508488398612","authorIdStr":"4203508488398612"},"themes":[],"htmlText":"牛逼//<a href=\"https://laohu8.com/U/3586347563730096\">@AaronHy</a>:不知道今天看港股拉升后 说我昨天开pdd put 阿里put 开美股苹果 英伟达 特斯拉 三倍半导体&nbsp;call的朋友 反向指标亏麻了的朋友 你们在哪里🧐<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>&nbsp;","listText":"牛逼//<a href=\"https://laohu8.com/U/3586347563730096\">@AaronHy</a>:不知道今天看港股拉升后 说我昨天开pdd put 阿里put 开美股苹果 英伟达 特斯拉 三倍半导体&nbsp;call的朋友 反向指标亏麻了的朋友 你们在哪里🧐<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>&nbsp;","text":"牛逼//@AaronHy:不知道今天看港股拉升后 说我昨天开pdd put 阿里put 开美股苹果 英伟达 特斯拉 三倍半导体 call的朋友 反向指标亏麻了的朋友 你们在哪里🧐$阿里巴巴(BABA)$ $拼多多(PDD)$ $英伟达(NVDA)$ $特斯拉(TSLA)$ $苹果(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422590903489160","repostId":"422271468474840","repostType":1,"repost":{"id":422271468474840,"gmtCreate":1744123546184,"gmtModify":1744131605983,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586347563730096","authorIdStr":"3586347563730096"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 加仓位美股call 加仓位阿里 拼多多put 这轮行情做对 再次翻倍","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 加仓位美股call 加仓位阿里 拼多多put 这轮行情做对 再次翻倍","text":"$苹果(AAPL)$ $英伟达(NVDA)$ $特斯拉(TSLA)$ $拼多多(PDD)$ $阿里巴巴(BABA)$ 加仓位美股call 加仓位阿里 拼多多put 这轮行情做对 再次翻倍","images":[{"img":"https://static.tigerbbs.com/f0f0f6ae0157934a8ba6984c0f6e62c2","width":"1179","height":"2556"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422271468474840","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5077,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459720767537584,"gmtCreate":1753273201174,"gmtModify":1753273202898,"author":{"id":"4203508488398612","authorId":"4203508488398612","name":"华虹","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4203508488398612","authorIdStr":"4203508488398612"},"themes":[],"htmlText":"m m m","listText":"m m m","text":"m m m","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/459720767537584","repostId":"1138762212","repostType":2,"repost":{"id":"1138762212","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":1753272570,"share":"https://www.laohu8.com/m/news/1138762212?lang=&edition=full","pubTime":"2025-07-23 20:09","market":"hk","language":"zh","title":"盘前 | Abivax飙升超480%，Beyond Meat涨超15%，孩之宝绩后涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1138762212","media":"老虎资讯综合","summary":"个股方面：Abivax盘前飙升超456%，其口服新药 Obefazimod 在溃疡性结肠炎 III 期诱导试验中取得积极结果，并计划 2026 年下半年向 FDA 提交申请。小马智行盘前涨近5%，第七代自动驾驶车辆北京、广州、深圳开跑。Beyond Meat盘前涨超15%，美国牛肉价格飙至历史巅峰消息面上，继鸡蛋价格狂飙后，美国消费者如今迎来新一轮食品通胀冲击，牛肉价格创历史新高。AT&T盘前跌超3%，二季度营收308亿美元高于预期。孩之宝盘前涨超5%，二季度营收、每股收益均超预期，调整全年指引。","content":"<html><head></head><body><p>7月23日周三，美股三大指数期货在盘前时段震荡上涨。纳指100期货上涨0.12%，报23253.5点，标普500指数期货上涨0.33%，报6368点，道琼斯上涨0.43%，报44904点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4bc1c3da09e5d22aecb8de163632ba7a\" title=\"\" tg-width=\"554\" tg-height=\"170\"/></p><h3 id=\"id_284816223\">个股方面：</h3><p>Abivax盘前飙升超480%，其口服新药 Obefazimod 在溃疡性结肠炎 III 期诱导试验中取得积极结果，并计划 2026 年下半年向 FDA 提交申请。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/919c451e652f4f3cdd0eabf6279779e5\" title=\"\" tg-width=\"242\" tg-height=\"107\"/></p><p>消息面上，Abivax宣布其首创新型口服miR-124增强剂Obefazimod在中度至重度溃疡性结肠炎的ABTECT 8周诱导试验中取得积极的III期结果。公司还称准备在2026年下半年向FDA提交新药申请。</p><p><a href=\"https://laohu8.com/S/TXN\">德州仪器</a>盘前大跌逾10%，三季度业绩指引不包括美国税收法案的变动。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a77f15d35c61aee88fb665df967ff148\" title=\"\" tg-width=\"225\" tg-height=\"110\"/></p><p>消息方面：德州仪器二季度营收44.5亿美元，分析师预期43.6亿美元。二季度analog营收34.5亿美元，分析师预期34.1亿美元。二季度运营利润15.6亿美元，分析师预期14.7亿美元。二季度EPS为1.41美元，分析师预期1.35美元。预计三季度营收44.5亿-48.0亿美元，分析师预期45.7亿美元。三季度业绩指引不包括美国税收法案的变动。</p><p>碳化硅巨头<a href=\"https://laohu8.com/S/WOLF\">Wolfspeed</a>盘前涨超6%，公司此前宣布启动债务重组，预计今年第三季度恢复运营。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a4e2a792ee5ff706ae4427221d18c8a\" title=\"\" tg-width=\"243\" tg-height=\"110\"/></p><p>小马智行盘前涨超5%，第七代自动驾驶车辆北京、广州、深圳开跑。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b7d0a88714ce65755d7a002644b529a\" title=\"\" tg-width=\"243\" tg-height=\"104\"/></p><p>消息方面：小马智行宣布第七代极狐阿尔法T5自动驾驶车辆在北京开启自动驾驶公开道路测试，半个月前该车型已率先在深圳获批开展路测。至此，小马智行第七代自动驾驶车型已同时取得北京、广州、深圳的L4级自动驾驶测试许可，为其在下半年实现千台规模自动驾驶车队落地顺利开局。</p><p>Beyond Meat盘前涨超15%，美国牛肉价格飙至历史巅峰</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e6ced08ad70e0d261cc55f31acb9ab2\" title=\"\" tg-width=\"245\" tg-height=\"106\"/></p><p>消息面上，继鸡蛋价格狂飙后，美国消费者如今迎来新一轮食品通胀冲击，牛肉价格创历史新高。美国农业部数据显示，今年以来牛肉零售价累计上涨近9%，达每磅9.26美元；6月CPI显示，牛排和绞肉年涨幅分别达12.4%和10.3%，消费者钱包持续承压。</p><p>与鸡蛋因禽流感短期供应中断不同，牛肉涨价是长期供需失衡的结果。富国银行首席农业经济学家Michael Swanson指出，美国牛群规模已降至74年来最低水平，干旱导致牧场减产、饲料成本飙升，叠加进口增加但出口骤降22%，市场呈现“供弱需强”格局。泰森食品CEO直言：“这是牛肉行业史上最具挑战环境。”<br/>专家分析，牛肉价格回落需等待供给端恢复与需求端降温的双重信号。当前牧场主因利润微薄补栏意愿低迷，而消费者对高价牛肉的接受度尚未出现拐点。美国农场局联合会经济学家Bernt Nelson表示：“家庭财务状况是关键——收入增长时吃牛排，经济承压时转向鸡肉或植物肉。”</p><p>GoPro续涨超48%，近5个交易日累计涨超80%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/204fd8fda1e0c24461aa1b61b620816f\" title=\"\" tg-width=\"244\" tg-height=\"109\"/></p><p> GE Vernova盘前涨超3%，二季度营收、净利润、EPS均超预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1af012799bc45cab34623d96ef544e17\" title=\"\" tg-width=\"255\" tg-height=\"105\"/></p><p>消息方面：GE Vernova 二季度业绩表现强劲：订单达124亿美元（同比增长4%），营收91亿美元（同比增长11%），主要受电力与电气化板块驱动；公司上调全年财务指引，预计营收将达360-370亿美元区间高端，经调整EBITDA利润率提升至8%-9%（原指引为高个位数），自由现金流预期大幅调高至30-35亿美元（原20-25亿）。</p><p>AT&amp;T盘前跌超3%，二季度营收308亿美元高于预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89a8335ede95beced4265d2196a64f5a\" title=\"\" tg-width=\"232\" tg-height=\"112\"/></p><p>消息方面：AT&amp;T 二季度业绩表现强劲，总营收达308亿美元（同比增长3.5%），稀释每股收益0.62美元（同比显著增长26.5%），营运收入65亿美元（同比上升12.1%），自由现金流44亿美元（同比增长10%）。</p><p>孩之宝盘前涨超5%，二季度营收、每股收益均超预期，调整全年指引。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a5e6bcc2d28a865f09d17595c5dbc7f\" title=\"\" tg-width=\"235\" tg-height=\"106\"/></p><p>消息方面：孩之宝营收同比微降1%至9.81亿美元，，预估8.805亿美元。Wizards与数字游戏部门凭借《魔法风云会》23%的创纪录增长及《Monopoly Go!》贡献，推动部门收入同比大增16%；公司通过成本优化实现调整后营业利润2.47亿美元（同比持平），调整后净利润同比提升0.08美元至每股1.30美元。上半年累计收入增长7%，调整后每股收益升至2.35美元（同比增0.52美元）。基于Wizards业务的强劲动能，公司上调全年预期：收入增速从&#34;小幅&#34;调至&#34;中个位数增长&#34;，调整后EBITDA目标升至11.7-12亿美元（原11-11.5亿），同时二季度向股东返还股息9800万美元并减债1200万美元。重大风险包括关税政策触发的10亿美元非现金商誉减值（致报告净亏损6.10美元/股）及消费品需求波动。</p><p>通用动力盘前涨超3%，Q2营收、EPS均超预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fb22f5f483c8037cb2ec0af8a002b25\" title=\"\" tg-width=\"237\" tg-height=\"105\"/></p><p>消息方面：通用动力二季度营收130亿美元（同比增8.9%），每股收益3.74美元（同比跃升14.7%），营业利润率升至10.0%（同比扩张30基点）；上半年营收252.6亿美元（同比增11.3%）。</p><p>关键驱动与财务健康：船舶系统板块营收同比暴涨22.2%至42亿美元，航空航天营业利润同比大增26.3%；经营活动现金流达16亿美元（为净利润158%），债务减少8.97亿美元，净债务降至71.9亿美元。</p><p>未来动能充沛：订单额283亿美元创纪录，订单出货比高达2.2倍；未交货订单总额1037亿美元（同比增13.6%），其中船舶系统未交货订单530亿美元（同比激增28.1%），总潜在合同价值1612亿美元奠定长期增长基础。</p><h3 id=\"id_3613779299\">大宗商品走势</h3><p>国际油价跌0.72%，报64.84美元/桶。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/603f20bff63a8ae778988fc8d3a4aeff\" title=\"\" tg-width=\"268\" tg-height=\"93\"/></p><p>金价微跌0.08%，报3,441美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/214b0d89ca7c56d601c9a84bbad63106\" title=\"\" tg-width=\"269\" tg-height=\"87\"/></p><p>白银涨0.43%，报39.72元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16e3d73ac916b02c55dd16c2997c06fe\" title=\"\" tg-width=\"259\" tg-height=\"95\"/></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>盘前 | Abivax飙升超480%，Beyond Meat涨超15%，孩之宝绩后涨超5%</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盘前 | Abivax飙升超480%，Beyond Meat涨超15%，孩之宝绩后涨超5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-07-23 20:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月23日周三，美股三大指数期货在盘前时段震荡上涨。纳指100期货上涨0.12%，报23253.5点，标普500指数期货上涨0.33%，报6368点，道琼斯上涨0.43%，报44904点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4bc1c3da09e5d22aecb8de163632ba7a\" title=\"\" tg-width=\"554\" tg-height=\"170\"/></p><h3 id=\"id_284816223\">个股方面：</h3><p>Abivax盘前飙升超480%，其口服新药 Obefazimod 在溃疡性结肠炎 III 期诱导试验中取得积极结果，并计划 2026 年下半年向 FDA 提交申请。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/919c451e652f4f3cdd0eabf6279779e5\" title=\"\" tg-width=\"242\" tg-height=\"107\"/></p><p>消息面上，Abivax宣布其首创新型口服miR-124增强剂Obefazimod在中度至重度溃疡性结肠炎的ABTECT 8周诱导试验中取得积极的III期结果。公司还称准备在2026年下半年向FDA提交新药申请。</p><p><a href=\"https://laohu8.com/S/TXN\">德州仪器</a>盘前大跌逾10%，三季度业绩指引不包括美国税收法案的变动。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a77f15d35c61aee88fb665df967ff148\" title=\"\" tg-width=\"225\" tg-height=\"110\"/></p><p>消息方面：德州仪器二季度营收44.5亿美元，分析师预期43.6亿美元。二季度analog营收34.5亿美元，分析师预期34.1亿美元。二季度运营利润15.6亿美元，分析师预期14.7亿美元。二季度EPS为1.41美元，分析师预期1.35美元。预计三季度营收44.5亿-48.0亿美元，分析师预期45.7亿美元。三季度业绩指引不包括美国税收法案的变动。</p><p>碳化硅巨头<a href=\"https://laohu8.com/S/WOLF\">Wolfspeed</a>盘前涨超6%，公司此前宣布启动债务重组，预计今年第三季度恢复运营。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a4e2a792ee5ff706ae4427221d18c8a\" title=\"\" tg-width=\"243\" tg-height=\"110\"/></p><p>小马智行盘前涨超5%，第七代自动驾驶车辆北京、广州、深圳开跑。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b7d0a88714ce65755d7a002644b529a\" title=\"\" tg-width=\"243\" tg-height=\"104\"/></p><p>消息方面：小马智行宣布第七代极狐阿尔法T5自动驾驶车辆在北京开启自动驾驶公开道路测试，半个月前该车型已率先在深圳获批开展路测。至此，小马智行第七代自动驾驶车型已同时取得北京、广州、深圳的L4级自动驾驶测试许可，为其在下半年实现千台规模自动驾驶车队落地顺利开局。</p><p>Beyond Meat盘前涨超15%，美国牛肉价格飙至历史巅峰</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e6ced08ad70e0d261cc55f31acb9ab2\" title=\"\" tg-width=\"245\" tg-height=\"106\"/></p><p>消息面上，继鸡蛋价格狂飙后，美国消费者如今迎来新一轮食品通胀冲击，牛肉价格创历史新高。美国农业部数据显示，今年以来牛肉零售价累计上涨近9%，达每磅9.26美元；6月CPI显示，牛排和绞肉年涨幅分别达12.4%和10.3%，消费者钱包持续承压。</p><p>与鸡蛋因禽流感短期供应中断不同，牛肉涨价是长期供需失衡的结果。富国银行首席农业经济学家Michael Swanson指出，美国牛群规模已降至74年来最低水平，干旱导致牧场减产、饲料成本飙升，叠加进口增加但出口骤降22%，市场呈现“供弱需强”格局。泰森食品CEO直言：“这是牛肉行业史上最具挑战环境。”<br/>专家分析，牛肉价格回落需等待供给端恢复与需求端降温的双重信号。当前牧场主因利润微薄补栏意愿低迷，而消费者对高价牛肉的接受度尚未出现拐点。美国农场局联合会经济学家Bernt Nelson表示：“家庭财务状况是关键——收入增长时吃牛排，经济承压时转向鸡肉或植物肉。”</p><p>GoPro续涨超48%，近5个交易日累计涨超80%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/204fd8fda1e0c24461aa1b61b620816f\" title=\"\" tg-width=\"244\" tg-height=\"109\"/></p><p> GE Vernova盘前涨超3%，二季度营收、净利润、EPS均超预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1af012799bc45cab34623d96ef544e17\" title=\"\" tg-width=\"255\" tg-height=\"105\"/></p><p>消息方面：GE Vernova 二季度业绩表现强劲：订单达124亿美元（同比增长4%），营收91亿美元（同比增长11%），主要受电力与电气化板块驱动；公司上调全年财务指引，预计营收将达360-370亿美元区间高端，经调整EBITDA利润率提升至8%-9%（原指引为高个位数），自由现金流预期大幅调高至30-35亿美元（原20-25亿）。</p><p>AT&amp;T盘前跌超3%，二季度营收308亿美元高于预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89a8335ede95beced4265d2196a64f5a\" title=\"\" tg-width=\"232\" tg-height=\"112\"/></p><p>消息方面：AT&amp;T 二季度业绩表现强劲，总营收达308亿美元（同比增长3.5%），稀释每股收益0.62美元（同比显著增长26.5%），营运收入65亿美元（同比上升12.1%），自由现金流44亿美元（同比增长10%）。</p><p>孩之宝盘前涨超5%，二季度营收、每股收益均超预期，调整全年指引。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a5e6bcc2d28a865f09d17595c5dbc7f\" title=\"\" tg-width=\"235\" tg-height=\"106\"/></p><p>消息方面：孩之宝营收同比微降1%至9.81亿美元，，预估8.805亿美元。Wizards与数字游戏部门凭借《魔法风云会》23%的创纪录增长及《Monopoly Go!》贡献，推动部门收入同比大增16%；公司通过成本优化实现调整后营业利润2.47亿美元（同比持平），调整后净利润同比提升0.08美元至每股1.30美元。上半年累计收入增长7%，调整后每股收益升至2.35美元（同比增0.52美元）。基于Wizards业务的强劲动能，公司上调全年预期：收入增速从&#34;小幅&#34;调至&#34;中个位数增长&#34;，调整后EBITDA目标升至11.7-12亿美元（原11-11.5亿），同时二季度向股东返还股息9800万美元并减债1200万美元。重大风险包括关税政策触发的10亿美元非现金商誉减值（致报告净亏损6.10美元/股）及消费品需求波动。</p><p>通用动力盘前涨超3%，Q2营收、EPS均超预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fb22f5f483c8037cb2ec0af8a002b25\" title=\"\" tg-width=\"237\" tg-height=\"105\"/></p><p>消息方面：通用动力二季度营收130亿美元（同比增8.9%），每股收益3.74美元（同比跃升14.7%），营业利润率升至10.0%（同比扩张30基点）；上半年营收252.6亿美元（同比增11.3%）。</p><p>关键驱动与财务健康：船舶系统板块营收同比暴涨22.2%至42亿美元，航空航天营业利润同比大增26.3%；经营活动现金流达16亿美元（为净利润158%），债务减少8.97亿美元，净债务降至71.9亿美元。</p><p>未来动能充沛：订单额283亿美元创纪录，订单出货比高达2.2倍；未交货订单总额1037亿美元（同比增13.6%），其中船舶系统未交货订单530亿美元（同比激增28.1%），总潜在合同价值1612亿美元奠定长期增长基础。</p><h3 id=\"id_3613779299\">大宗商品走势</h3><p>国际油价跌0.72%，报64.84美元/桶。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/603f20bff63a8ae778988fc8d3a4aeff\" title=\"\" tg-width=\"268\" tg-height=\"93\"/></p><p>金价微跌0.08%，报3,441美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/214b0d89ca7c56d601c9a84bbad63106\" title=\"\" tg-width=\"269\" tg-height=\"87\"/></p><p>白银涨0.43%，报39.72元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16e3d73ac916b02c55dd16c2997c06fe\" title=\"\" tg-width=\"259\" tg-height=\"95\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"GPRO":"GoPro","TXN":"德州仪器","BYND":"Beyond Meat, Inc.","WOLF":"Wolfspeed Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138762212","content_text":"7月23日周三，美股三大指数期货在盘前时段震荡上涨。纳指100期货上涨0.12%，报23253.5点，标普500指数期货上涨0.33%，报6368点，道琼斯上涨0.43%，报44904点。个股方面：Abivax盘前飙升超480%，其口服新药 Obefazimod 在溃疡性结肠炎 III 期诱导试验中取得积极结果，并计划 2026 年下半年向 FDA 提交申请。消息面上，Abivax宣布其首创新型口服miR-124增强剂Obefazimod在中度至重度溃疡性结肠炎的ABTECT 8周诱导试验中取得积极的III期结果。公司还称准备在2026年下半年向FDA提交新药申请。德州仪器盘前大跌逾10%，三季度业绩指引不包括美国税收法案的变动。消息方面：德州仪器二季度营收44.5亿美元，分析师预期43.6亿美元。二季度analog营收34.5亿美元，分析师预期34.1亿美元。二季度运营利润15.6亿美元，分析师预期14.7亿美元。二季度EPS为1.41美元，分析师预期1.35美元。预计三季度营收44.5亿-48.0亿美元，分析师预期45.7亿美元。三季度业绩指引不包括美国税收法案的变动。碳化硅巨头Wolfspeed盘前涨超6%，公司此前宣布启动债务重组，预计今年第三季度恢复运营。小马智行盘前涨超5%，第七代自动驾驶车辆北京、广州、深圳开跑。消息方面：小马智行宣布第七代极狐阿尔法T5自动驾驶车辆在北京开启自动驾驶公开道路测试，半个月前该车型已率先在深圳获批开展路测。至此，小马智行第七代自动驾驶车型已同时取得北京、广州、深圳的L4级自动驾驶测试许可，为其在下半年实现千台规模自动驾驶车队落地顺利开局。Beyond Meat盘前涨超15%，美国牛肉价格飙至历史巅峰消息面上，继鸡蛋价格狂飙后，美国消费者如今迎来新一轮食品通胀冲击，牛肉价格创历史新高。美国农业部数据显示，今年以来牛肉零售价累计上涨近9%，达每磅9.26美元；6月CPI显示，牛排和绞肉年涨幅分别达12.4%和10.3%，消费者钱包持续承压。与鸡蛋因禽流感短期供应中断不同，牛肉涨价是长期供需失衡的结果。富国银行首席农业经济学家Michael Swanson指出，美国牛群规模已降至74年来最低水平，干旱导致牧场减产、饲料成本飙升，叠加进口增加但出口骤降22%，市场呈现“供弱需强”格局。泰森食品CEO直言：“这是牛肉行业史上最具挑战环境。”专家分析，牛肉价格回落需等待供给端恢复与需求端降温的双重信号。当前牧场主因利润微薄补栏意愿低迷，而消费者对高价牛肉的接受度尚未出现拐点。美国农场局联合会经济学家Bernt Nelson表示：“家庭财务状况是关键——收入增长时吃牛排，经济承压时转向鸡肉或植物肉。”GoPro续涨超48%，近5个交易日累计涨超80%。 GE Vernova盘前涨超3%，二季度营收、净利润、EPS均超预期。消息方面：GE Vernova 二季度业绩表现强劲：订单达124亿美元（同比增长4%），营收91亿美元（同比增长11%），主要受电力与电气化板块驱动；公司上调全年财务指引，预计营收将达360-370亿美元区间高端，经调整EBITDA利润率提升至8%-9%（原指引为高个位数），自由现金流预期大幅调高至30-35亿美元（原20-25亿）。AT&T盘前跌超3%，二季度营收308亿美元高于预期。消息方面：AT&T 二季度业绩表现强劲，总营收达308亿美元（同比增长3.5%），稀释每股收益0.62美元（同比显著增长26.5%），营运收入65亿美元（同比上升12.1%），自由现金流44亿美元（同比增长10%）。孩之宝盘前涨超5%，二季度营收、每股收益均超预期，调整全年指引。消息方面：孩之宝营收同比微降1%至9.81亿美元，，预估8.805亿美元。Wizards与数字游戏部门凭借《魔法风云会》23%的创纪录增长及《Monopoly Go!》贡献，推动部门收入同比大增16%；公司通过成本优化实现调整后营业利润2.47亿美元（同比持平），调整后净利润同比提升0.08美元至每股1.30美元。上半年累计收入增长7%，调整后每股收益升至2.35美元（同比增0.52美元）。基于Wizards业务的强劲动能，公司上调全年预期：收入增速从\"小幅\"调至\"中个位数增长\"，调整后EBITDA目标升至11.7-12亿美元（原11-11.5亿），同时二季度向股东返还股息9800万美元并减债1200万美元。重大风险包括关税政策触发的10亿美元非现金商誉减值（致报告净亏损6.10美元/股）及消费品需求波动。通用动力盘前涨超3%，Q2营收、EPS均超预期。消息方面：通用动力二季度营收130亿美元（同比增8.9%），每股收益3.74美元（同比跃升14.7%），营业利润率升至10.0%（同比扩张30基点）；上半年营收252.6亿美元（同比增11.3%）。关键驱动与财务健康：船舶系统板块营收同比暴涨22.2%至42亿美元，航空航天营业利润同比大增26.3%；经营活动现金流达16亿美元（为净利润158%），债务减少8.97亿美元，净债务降至71.9亿美元。未来动能充沛：订单额283亿美元创纪录，订单出货比高达2.2倍；未交货订单总额1037亿美元（同比增13.6%），其中船舶系统未交货订单530亿美元（同比激增28.1%），总潜在合同价值1612亿美元奠定长期增长基础。大宗商品走势国际油价跌0.72%，报64.84美元/桶。金价微跌0.08%，报3,441美元/盎司。白银涨0.43%，报39.72元/盎司。","news_type":1,"symbols_score_info":{"BYND":1.1,"GPRO":1.1,"TXN":1.1,"WOLF":1.1}},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":445744416346912,"gmtCreate":1749830234869,"gmtModify":1749830238450,"author":{"id":"4203508488398612","authorId":"4203508488398612","name":"华虹","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4203508488398612","authorIdStr":"4203508488398612"},"themes":[],"htmlText":"<a 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Daily TSLA Bull 2X Shares(TSLL)$","images":[{"img":"https://static.tigerbbs.com/c82c2d21992bb75f4e611c4b6cc1ab99","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445316432007264","isVote":1,"tweetType":1,"viewCount":3455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}