孙大瑞的个人主页 - 老虎社区

孙大瑞

孙大瑞

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IP属地：北京

29关注

2粉丝

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0勋章

2025-09-17

$奥斯汀科技集团(OST)$ 因为啥停牌，有知道的吗？

2025-08-07

$领航医药生物科技(00399)$ 树图里的研发高管已经去这公司了，就等改名起飞了！当然也得借势！那时候股价必须1元以上！一直持有！

2025-05-14

$巨龙在线(JLHL)$ 这么多年不上市，这个节骨眼上市，明显着圈钱后跑路！

2025-06-16

$文远知行(WRD)$ 今天发出签署迪拜合同，利好消息，起码合同落地，预估今晚30-40厘米

2025-07-03

$新氧(SY)$ 中概股小盘股别碰，等你弹消息看到后，就是割韭菜的时候，在大A被割韭菜，在这里也同样套路，大家不要上当，别让庄得逞！

2025-11-25

万亿市值才买了10000分之1 ，买一个亿继续迷惑散户，一个营销都玩手段的人，难道股票就不会玩手段吗？

港股异动 | 小米集团-W涨超5%，获创始人雷军斥资超1亿港元增持260万股

2025-07-14

国泰呢？不比它早很多！

招银国际获批虚拟资产牌照，为首家在港获批的中资银行系券商

2025-07-03

$拨康视云－Ｂ(02592)$ 真TM服了！

2025-06-14

$SharpLink Gaming(SBET)$ 🐶庄

2025-05-26

$绿茶集团(06831)$ 绿茶公司邮箱！gsnb@china-greentea.com.cn

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，买一个亿继续迷惑散户，一个营销都玩手段的人，难道股票就不会玩手段吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/503862965567696","repostId":"2586441783","repostType":2,"repost":{"id":"2586441783","kind":"news","pubTimestamp":1764036102,"share":"https://www.laohu8.com/m/news/2586441783?lang=zh_CN&edition=full","pubTime":"2025-11-25 10:01","market":"fut","language":"zh","title":"港股异动 | 小米集团-W涨超5%，获创始人雷军斥资超1亿港元增持260万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2586441783","media":"智通财经","summary":"消息面上，11月24日，小米集团发布公告表示，小米集团创始人、董事长兼CEO雷军个人斥资超1亿港元增持小米集团260万股，平均价为每股约38.58港元，雷军持股比例增加至23.26%。小米集团董事会认为，增持事项显示雷军对公司的发展前景及增长潜力充满信心。","content":"<html><head></head><body><p>11月25日，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>盘初涨超5%，获创始人雷军斥资超1亿港元增持260万股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa69bd99c3366f4a7bec1cb371afbafa\" tg-width=\"899\" tg-height=\"393\"/></p><p>消息面上，11月24日，小米集团发布公告表示，小米集团创始人、董事长兼CEO雷军个人斥资超1亿港元增持小米集团260万股，平均价为每股约38.58港元，雷军持股比例增加至23.26%。小米集团董事会认为，增持事项显示雷军对公司的发展前景及增长潜力充满信心。</p><p>11月18日，小米集团发布业绩，2025年第三季度实现营收约1131.21亿元，同比增长22.3%，连续4个季度突破千亿元；经调整净利润为113亿元，创历史新高，同比增长80.9%；11月20日，小米汽车官方微博发文称第50万辆整车正式下产线；11月21日，小米宣布具身大模型MiMo-Embodied正式发布并全面开源。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 小米集团-W涨超5%，获创始人雷军斥资超1亿港元增持260万股</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1373090.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/86eaa8565a3430191eb6cda01c42ee72","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://www.zhitongcaijing.com/content/detail/1373090.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2586441783","content_text":"11月25日，小米集团-W盘初涨超5%，获创始人雷军斥资超1亿港元增持260万股。消息面上，11月24日，小米集团发布公告表示，小米集团创始人、董事长兼CEO雷军个人斥资超1亿港元增持小米集团260万股，平均价为每股约38.58港元，雷军持股比例增加至23.26%。小米集团董事会认为，增持事项显示雷军对公司的发展前景及增长潜力充满信心。11月18日，小米集团发布业绩，2025年第三季度实现营收约1131.21亿元，同比增长22.3%，连续4个季度突破千亿元；经调整净利润为113亿元，创历史新高，同比增长80.9%；11月20日，小米汽车官方微博发文称第50万辆整车正式下产线；11月21日，小米宣布具身大模型MiMo-Embodied正式发布并全面开源。","news_type":1,"symbols_score_info":{"01810":2}},"isVote":1,"tweetType":1,"viewCount":2563,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3535792594118003","authorId":"3535792594118003","name":"CONNOR","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3535792594118003","authorIdStr":"3535792594118003"},"content":"这不没有迷惑你么，别买他就行，或者做空他。","text":"这不没有迷惑你么，别买他就行，或者做空他。","html":"这不没有迷惑你么，别买他就行，或者做空他。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480013404422736,"gmtCreate":1758215218246,"gmtModify":1758215220024,"author":{"id":"4206619880995722","authorId":"4206619880995722","name":"孙大瑞","avatar":"https://static.tigerbbs.com/2ca76ceeb78818b56a195e9895d1e548","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4206619880995722","authorIdStr":"4206619880995722"},"themes":[],"htmlText":"<a 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-91.1万人，预期-70万人，前值-59.8万人。</strong></p><p>美国劳工统计局（BLS）的此次调整表明，近期劳动力市场的放缓，是在经历了一段更温和的就业增长期之后出现的，这可能为从下周开始的一系列降息奠定基础。美联储主席鲍威尔近期承认，就业市场面临的风险有所上升，他的两位同僚在7月就倾向于降低借贷成本。交易员普遍预计，美联储将在下次会议上宣布降息。</p><p>此前，2023年4月至2024年3月的就业水平已被下调59.8万个岗位。此次基准修订紧随上周五公布的另一则消息——8月就业增长几乎停滞，而6月则是四年半以来首次出现就业岗位减少。</p><p>除了受到贸易政策不确定性的拖累，劳动力市场还受到白宫收紧移民政策的压力，这削弱了劳动力供给。同时，企业转向人工智能工具和自动化，也在抑制对劳动力的需求。经济学家认为，就业增长数据的下调对货币政策影响不大。</p><p>数据公布后，现货黄金直线跳水。美股三大指数均出现短线拉升。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3cc6a0b7128ee0799bbb09d0940dd1d\" title=\"\" tg-width=\"1109\" tg-height=\"395\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d3e154b351605cdda1326a8c30be47f\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fce14834e6f1616e52d4d277972524b7\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bf4a64c2133ae37a985c7a3bb86b668\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f866f5d880ac7442ed06621cdcccdbfd","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145804730","content_text":"美国2025年非农就业基准变动初值 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啥也不说，不做空狗！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/475471961842144","isVote":1,"tweetType":1,"viewCount":1248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":475068278177904,"gmtCreate":1757001540500,"gmtModify":1757001542312,"author":{"id":"4206619880995722","authorId":"4206619880995722","name":"孙大瑞","avatar":"https://static.tigerbbs.com/2ca76ceeb78818b56a195e9895d1e548","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4206619880995722","authorIdStr":"4206619880995722"},"themes":[],"htmlText":"听着踏实了一些！","listText":"听着踏实了一些！","text":"听着踏实了一些！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/475068278177904","repostId":"1171720629","repostType":2,"repost":{"id":"1171720629","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":1756969542,"share":"https://www.laohu8.com/m/news/1171720629?lang=zh_CN&edition=full","pubTime":"2025-09-04 15:05","market":"us","language":"zh","title":"为什么英伟达、AMD等芯片股被视为今年接下来时间的热门投资标的？","url":"https://stock-news.laohu8.com/highlight/detail?id=1171720629","media":"老虎资讯综合","summary":"为什么英伟达等芯片股被视为今年剩余时间的热门选择随着主要云服务提供商、主权实体、新兴云企业和大公司在可预见的未来不断增加人工智能基础设施支出，Cantor Fitzgerald分析师认为该技术是芯片股\"唯一重要的增长动力\"，并指出了哪些企业将从中最大程度受益。该预测也远高于市场对英伟达下财年每股收益6.31美元的普遍预期。分析师预计AMD今年每股收益接近4美元，高于FactSet共识预期的3.85美元。","content":"<html><head></head><body><p>随着主要云服务商、主权基金、新兴云厂商以及企业在人工智能基础设施上的支出预计将在可预见的未来持续增加，坎托·菲茨杰拉德（Cantor Fitzgerald）的分析师认为，人工智能是芯片股&#34;唯一重要的增长动力&#34;，并指出了哪些企业将从中最大程度受益。</p><p>随着科技巨头不断上调资本支出预期，并强调需要更多投入于AI基础设施，同时AI硬件公司展现出“强劲的产品周期”，坎托分析师在周三的报告中表示，他们预计这些趋势“将继续推动AI相关交易”。</p><p>坎托团队将  <strong><a href=\"https://laohu8.com/S/NVDA\">英伟达</a></strong> <strong>（Nvidia Corp.，代码：NVDA）</strong> 列为首选，因为公司仍在推进其 <strong>Blackwell AI平台</strong> 的量产。分析师称，Blackwell的放量将使英伟达“有望实现显著超预期和上调”，其每股收益（EPS）可能在明年达到 <strong>8美元</strong>，这将支撑他们给出的 <strong>240美元目标价</strong>。这一数字远高于市场普遍预期的 <strong>6.31美元</strong>。</p><p>其他预计将因AI受益的芯片股包括：</p><ul style=\"\"><li><p> <strong><a href=\"https://laohu8.com/S/TSM\">台积电</a></strong> <strong>（TSMC，代码：TSM）</strong></p></li><li><p> <strong><a href=\"https://laohu8.com/S/AMD\">美国超微公司</a></strong> （<strong>AMD，代码：AMD）</strong></p></li><li><p> <strong><a href=\"https://laohu8.com/S/AVGO\">博通</a></strong> <strong>（Broadcom Inc.，代码：AVGO）</strong></p></li><li><p> <strong><a href=\"https://laohu8.com/S/MU\">美光科技</a></strong> <strong>（Micron Technology Inc.，代码：MU）</strong></p></li></ul><h3 id=\"id_1781689764\">不确定世界中的“确定性”</h3><p>分析师称，地缘政治紧张局势和经济挑战，使得AI成为“一个充满不确定世界中的相对确定领域”。例如，台积电周二向彭博社确认，美国政府已撤销其向中国工厂出口部分芯片制造设备和技术的豁免资格，并将在12月31日失去经验证的最终用户（VEU）地位。三星电子和SK海力士同样遭到撤销。</p><p>尽管动能股近期有所失色，但分析师认为这只是暂时问题。近期有报道称企业在将AI应用于业务方面遇到困难，坎托团队认为这些说法“被夸大了”。他们并不担心，因为他们认为超大规模云服务商的资本回报率依然“很强”。</p><p>据分析师指出， <a href=\"https://laohu8.com/S/MSFT\">微软</a> （MSFT）、 <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> （META）、 <a href=\"https://laohu8.com/S/GOOG\">谷歌</a> （GOOGL/GOOG）以及 <a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> （AMZN）的资本支出预计今年将增长 <strong>57%</strong>，2026年增长 <strong>20%</strong>。而两个月前的预测分别为 <strong>40%</strong> 和 <strong>9%</strong>。</p><h3 id=\"id_2014548241\">AMD的潜在利好</h3><p>坎托分析师表示，随着AMD数据中心GPU的市场预期升温，公司将在11月的分析师日获得更多关注。尽管今年早些时候投资者担心客户提前采购以规避未来可能的关税涨价，但由于平均售价提高和市场份额增加，AMD的客户端和服务器CPU业务反而“持续加速增长”，其 <strong>Instinct AI加速器系列</strong> 的前景也依然“稳固”。分析师预计，AMD今年的每股收益接近 <strong>4美元</strong>，而FactSet一致预期为 <strong>3.85美元</strong>。</p><p>虽然AMD今年的数据中心营收预计仍“相对较小”，约 <strong>65亿美元</strong>，但该公司正推进机柜级（rack-scale）解决方案，这让分析师对其“显著提升AI领域渗透率的能力充满信心”。他们还指出，AMD“有意在大规模训练集群中占据不容忽视的份额”，而且AI推理的需求正在不断增加。</p><p></p><p></p><p></p><p>为什么英伟达等芯片股被视为今年剩余时间的热门选择</p><p>随着主要云服务提供商、主权实体、新兴云企业和大公司在可预见的未来不断增加人工智能基础设施支出，Cantor Fitzgerald分析师认为该技术是芯片股&#34;唯一重要的增长动力&#34;，并指出了哪些企业将从中最大程度受益。</p><p>Cantor分析师在周三的报告中表示，随着科技巨头纷纷上调资本支出并强调需要增加AI基础设施投入，同时AI硬件公司展现出&#34;强劲的产品周期&#34;，他们预计这些趋势&#34;将继续推动AI领域交易&#34;。该团队将英伟达(NVDA)列为首选标的，因为该公司正在加速提升Blackwell AI平台产能。</p><p>分析师指出，Blackwell平台的量产使英伟达&#34;有望实现显著超预期增长&#34;，其每股收益明年可能达到8美元，这将支撑他们设定的240美元目标价。该预测也远高于市场对英伟达下财年每股收益6.31美元的普遍预期。</p><p>Cantor认为其他将从AI exposure中受益的芯片股包括：台积电(2330)、超微半导体(AMD)、博通(AVGO)和美光科技(MU)。分析师表示，地缘政治紧张和经济挑战使AI成为&#34;极不确定世界中的相对确定性领域&#34;。</p><p>例如台积电周二向彭博社确认，美国政府已撤销其向中国工厂出口特定芯片制造设备和技术的许可，其&#34;验证最终用户&#34;资格将于12月31日失效。三星电子(005930)和SK海力士(000660)的VEU资格也已被撤销。</p><p>尽管动量股近期有所失色，但分析师认为这只是暂时现象。对于有关企业在AI业务落地方面遇到困难的报道，他们认为&#34;过度夸大&#34;了这些问题。分析师并不担忧，因为他们认为超大规模云服务商的资本回报率&#34;仍然强劲&#34;。</p><p>微软(MSFT)、Meta Platforms(META)、Alphabet(GOOGL GOOG)和亚马逊(AMZN)的资本支出预计今年将增长57%，2026年再增20%，而两个月前的预测值分别为40%和9%。</p><p>Cantor团队还指出，有关中国政府劝阻企业采用美国技术（特别是英伟达H20芯片）的报道引发了AI领域的&#34;一些焦虑&#34;。该芯片在4月被特朗普政府实质禁售后，英伟达正等待重新向中国客户销售。</p><p>但Cantor将这些问题视为&#34;当下的噪音&#34;，并坚持其&#34;看多立场&#34;，认为AI技术的开发和部署仍处于初始阶段。与此同时，分析师对AMD数据中心图形处理器在11月分析师日之前的前景日趋乐观。</p><p>虽然投资者今年早些担心客户为规避潜在关税提前采购，但AMD的客户端和服务器CPU业务因平均售价提升和份额增长而&#34;持续加速&#34;，其Instinct AI加速器系列前景也&#34;保持完好&#34;。分析师预计AMD今年每股收益接近4美元，高于FactSet共识预期的3.85美元。</p><p>尽管AMD数据中心收入今年预计将保持&#34;相对较小&#34;规模（约65亿美元），但该公司推出机架级解决方案的举措让分析师对其&#34;显著提升AI领域渗透率的能力寄予厚望&#34;。他们还提到AMD&#34;夺取大规模训练集群重要份额的愿景&#34;，以及市场对AI推理日益增长的需求。</p><p><strong><br/></strong></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\" 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#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为什么英伟达、AMD等芯片股被视为今年接下来时间的热门投资标的？\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\">2025-09-04 15:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>随着主要云服务商、主权基金、新兴云厂商以及企业在人工智能基础设施上的支出预计将在可预见的未来持续增加，坎托·菲茨杰拉德（Cantor Fitzgerald）的分析师认为，人工智能是芯片股&#34;唯一重要的增长动力&#34;，并指出了哪些企业将从中最大程度受益。</p><p>随着科技巨头不断上调资本支出预期，并强调需要更多投入于AI基础设施，同时AI硬件公司展现出“强劲的产品周期”，坎托分析师在周三的报告中表示，他们预计这些趋势“将继续推动AI相关交易”。</p><p>坎托团队将  <strong><a href=\"https://laohu8.com/S/NVDA\">英伟达</a></strong> <strong>（Nvidia Corp.，代码：NVDA）</strong> 列为首选，因为公司仍在推进其 <strong>Blackwell AI平台</strong> 的量产。分析师称，Blackwell的放量将使英伟达“有望实现显著超预期和上调”，其每股收益（EPS）可能在明年达到 <strong>8美元</strong>，这将支撑他们给出的 <strong>240美元目标价</strong>。这一数字远高于市场普遍预期的 <strong>6.31美元</strong>。</p><p>其他预计将因AI受益的芯片股包括：</p><ul style=\"\"><li><p> <strong><a href=\"https://laohu8.com/S/TSM\">台积电</a></strong> <strong>（TSMC，代码：TSM）</strong></p></li><li><p> <strong><a href=\"https://laohu8.com/S/AMD\">美国超微公司</a></strong> （<strong>AMD，代码：AMD）</strong></p></li><li><p> <strong><a href=\"https://laohu8.com/S/AVGO\">博通</a></strong> <strong>（Broadcom Inc.，代码：AVGO）</strong></p></li><li><p> <strong><a href=\"https://laohu8.com/S/MU\">美光科技</a></strong> <strong>（Micron Technology Inc.，代码：MU）</strong></p></li></ul><h3 id=\"id_1781689764\">不确定世界中的“确定性”</h3><p>分析师称，地缘政治紧张局势和经济挑战，使得AI成为“一个充满不确定世界中的相对确定领域”。例如，台积电周二向彭博社确认，美国政府已撤销其向中国工厂出口部分芯片制造设备和技术的豁免资格，并将在12月31日失去经验证的最终用户（VEU）地位。三星电子和SK海力士同样遭到撤销。</p><p>尽管动能股近期有所失色，但分析师认为这只是暂时问题。近期有报道称企业在将AI应用于业务方面遇到困难，坎托团队认为这些说法“被夸大了”。他们并不担心，因为他们认为超大规模云服务商的资本回报率依然“很强”。</p><p>据分析师指出， <a href=\"https://laohu8.com/S/MSFT\">微软</a> （MSFT）、 <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> （META）、 <a href=\"https://laohu8.com/S/GOOG\">谷歌</a> （GOOGL/GOOG）以及 <a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> （AMZN）的资本支出预计今年将增长 <strong>57%</strong>，2026年增长 <strong>20%</strong>。而两个月前的预测分别为 <strong>40%</strong> 和 <strong>9%</strong>。</p><h3 id=\"id_2014548241\">AMD的潜在利好</h3><p>坎托分析师表示，随着AMD数据中心GPU的市场预期升温，公司将在11月的分析师日获得更多关注。尽管今年早些时候投资者担心客户提前采购以规避未来可能的关税涨价，但由于平均售价提高和市场份额增加，AMD的客户端和服务器CPU业务反而“持续加速增长”，其 <strong>Instinct AI加速器系列</strong> 的前景也依然“稳固”。分析师预计，AMD今年的每股收益接近 <strong>4美元</strong>，而FactSet一致预期为 <strong>3.85美元</strong>。</p><p>虽然AMD今年的数据中心营收预计仍“相对较小”，约 <strong>65亿美元</strong>，但该公司正推进机柜级（rack-scale）解决方案，这让分析师对其“显著提升AI领域渗透率的能力充满信心”。他们还指出，AMD“有意在大规模训练集群中占据不容忽视的份额”，而且AI推理的需求正在不断增加。</p><p></p><p></p><p></p><p>为什么英伟达等芯片股被视为今年剩余时间的热门选择</p><p>随着主要云服务提供商、主权实体、新兴云企业和大公司在可预见的未来不断增加人工智能基础设施支出，Cantor Fitzgerald分析师认为该技术是芯片股&#34;唯一重要的增长动力&#34;，并指出了哪些企业将从中最大程度受益。</p><p>Cantor分析师在周三的报告中表示，随着科技巨头纷纷上调资本支出并强调需要增加AI基础设施投入，同时AI硬件公司展现出&#34;强劲的产品周期&#34;，他们预计这些趋势&#34;将继续推动AI领域交易&#34;。该团队将英伟达(NVDA)列为首选标的，因为该公司正在加速提升Blackwell AI平台产能。</p><p>分析师指出，Blackwell平台的量产使英伟达&#34;有望实现显著超预期增长&#34;，其每股收益明年可能达到8美元，这将支撑他们设定的240美元目标价。该预测也远高于市场对英伟达下财年每股收益6.31美元的普遍预期。</p><p>Cantor认为其他将从AI exposure中受益的芯片股包括：台积电(2330)、超微半导体(AMD)、博通(AVGO)和美光科技(MU)。分析师表示，地缘政治紧张和经济挑战使AI成为&#34;极不确定世界中的相对确定性领域&#34;。</p><p>例如台积电周二向彭博社确认，美国政府已撤销其向中国工厂出口特定芯片制造设备和技术的许可，其&#34;验证最终用户&#34;资格将于12月31日失效。三星电子(005930)和SK海力士(000660)的VEU资格也已被撤销。</p><p>尽管动量股近期有所失色，但分析师认为这只是暂时现象。对于有关企业在AI业务落地方面遇到困难的报道，他们认为&#34;过度夸大&#34;了这些问题。分析师并不担忧，因为他们认为超大规模云服务商的资本回报率&#34;仍然强劲&#34;。</p><p>微软(MSFT)、Meta Platforms(META)、Alphabet(GOOGL GOOG)和亚马逊(AMZN)的资本支出预计今年将增长57%，2026年再增20%，而两个月前的预测值分别为40%和9%。</p><p>Cantor团队还指出，有关中国政府劝阻企业采用美国技术（特别是英伟达H20芯片）的报道引发了AI领域的&#34;一些焦虑&#34;。该芯片在4月被特朗普政府实质禁售后，英伟达正等待重新向中国客户销售。</p><p>但Cantor将这些问题视为&#34;当下的噪音&#34;，并坚持其&#34;看多立场&#34;，认为AI技术的开发和部署仍处于初始阶段。与此同时，分析师对AMD数据中心图形处理器在11月分析师日之前的前景日趋乐观。</p><p>虽然投资者今年早些担心客户为规避潜在关税提前采购，但AMD的客户端和服务器CPU业务因平均售价提升和份额增长而&#34;持续加速&#34;，其Instinct AI加速器系列前景也&#34;保持完好&#34;。分析师预计AMD今年每股收益接近4美元，高于FactSet共识预期的3.85美元。</p><p>尽管AMD数据中心收入今年预计将保持&#34;相对较小&#34;规模（约65亿美元），但该公司推出机架级解决方案的举措让分析师对其&#34;显著提升AI领域渗透率的能力寄予厚望&#34;。他们还提到AMD&#34;夺取大规模训练集群重要份额的愿景&#34;，以及市场对AI推理日益增长的需求。</p><p><strong><br/></strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/90e1aff40f104dfc6e6282cbe234d272","relate_stocks":{"AVGO":"博通","NVDA":"英伟达","TSM":"台积电","AMD":"美国超微公司","MU":"美光科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171720629","content_text":"随着主要云服务商、主权基金、新兴云厂商以及企业在人工智能基础设施上的支出预计将在可预见的未来持续增加，坎托·菲茨杰拉德（Cantor Fitzgerald）的分析师认为，人工智能是芯片股\"唯一重要的增长动力\"，并指出了哪些企业将从中最大程度受益。随着科技巨头不断上调资本支出预期，并强调需要更多投入于AI基础设施，同时AI硬件公司展现出“强劲的产品周期”，坎托分析师在周三的报告中表示，他们预计这些趋势“将继续推动AI相关交易”。坎托团队将  英伟达 （Nvidia Corp.，代码：NVDA） 列为首选，因为公司仍在推进其 Blackwell AI平台 的量产。分析师称，Blackwell的放量将使英伟达“有望实现显著超预期和上调”，其每股收益（EPS）可能在明年达到 8美元，这将支撑他们给出的 240美元目标价。这一数字远高于市场普遍预期的 6.31美元。其他预计将因AI受益的芯片股包括： 台积电 （TSMC，代码：TSM） 美国超微公司 （AMD，代码：AMD） 博通 （Broadcom Inc.，代码：AVGO） 美光科技 （Micron Technology Inc.，代码：MU）不确定世界中的“确定性”分析师称，地缘政治紧张局势和经济挑战，使得AI成为“一个充满不确定世界中的相对确定领域”。例如，台积电周二向彭博社确认，美国政府已撤销其向中国工厂出口部分芯片制造设备和技术的豁免资格，并将在12月31日失去经验证的最终用户（VEU）地位。三星电子和SK海力士同样遭到撤销。尽管动能股近期有所失色，但分析师认为这只是暂时问题。近期有报道称企业在将AI应用于业务方面遇到困难，坎托团队认为这些说法“被夸大了”。他们并不担心，因为他们认为超大规模云服务商的资本回报率依然“很强”。据分析师指出， 微软 （MSFT）、 Meta Platforms, Inc. （META）、 谷歌 （GOOGL/GOOG）以及 亚马逊 （AMZN）的资本支出预计今年将增长 57%，2026年增长 20%。而两个月前的预测分别为 40% 和 9%。AMD的潜在利好坎托分析师表示，随着AMD数据中心GPU的市场预期升温，公司将在11月的分析师日获得更多关注。尽管今年早些时候投资者担心客户提前采购以规避未来可能的关税涨价，但由于平均售价提高和市场份额增加，AMD的客户端和服务器CPU业务反而“持续加速增长”，其 Instinct AI加速器系列 的前景也依然“稳固”。分析师预计，AMD今年的每股收益接近 4美元，而FactSet一致预期为 3.85美元。虽然AMD今年的数据中心营收预计仍“相对较小”，约 65亿美元，但该公司正推进机柜级（rack-scale）解决方案，这让分析师对其“显著提升AI领域渗透率的能力充满信心”。他们还指出，AMD“有意在大规模训练集群中占据不容忽视的份额”，而且AI推理的需求正在不断增加。为什么英伟达等芯片股被视为今年剩余时间的热门选择随着主要云服务提供商、主权实体、新兴云企业和大公司在可预见的未来不断增加人工智能基础设施支出，Cantor Fitzgerald分析师认为该技术是芯片股\"唯一重要的增长动力\"，并指出了哪些企业将从中最大程度受益。Cantor分析师在周三的报告中表示，随着科技巨头纷纷上调资本支出并强调需要增加AI基础设施投入，同时AI硬件公司展现出\"强劲的产品周期\"，他们预计这些趋势\"将继续推动AI领域交易\"。该团队将英伟达(NVDA)列为首选标的，因为该公司正在加速提升Blackwell AI平台产能。分析师指出，Blackwell平台的量产使英伟达\"有望实现显著超预期增长\"，其每股收益明年可能达到8美元，这将支撑他们设定的240美元目标价。该预测也远高于市场对英伟达下财年每股收益6.31美元的普遍预期。Cantor认为其他将从AI exposure中受益的芯片股包括：台积电(2330)、超微半导体(AMD)、博通(AVGO)和美光科技(MU)。分析师表示，地缘政治紧张和经济挑战使AI成为\"极不确定世界中的相对确定性领域\"。例如台积电周二向彭博社确认，美国政府已撤销其向中国工厂出口特定芯片制造设备和技术的许可，其\"验证最终用户\"资格将于12月31日失效。三星电子(005930)和SK海力士(000660)的VEU资格也已被撤销。尽管动量股近期有所失色，但分析师认为这只是暂时现象。对于有关企业在AI业务落地方面遇到困难的报道，他们认为\"过度夸大\"了这些问题。分析师并不担忧，因为他们认为超大规模云服务商的资本回报率\"仍然强劲\"。微软(MSFT)、Meta Platforms(META)、Alphabet(GOOGL GOOG)和亚马逊(AMZN)的资本支出预计今年将增长57%，2026年再增20%，而两个月前的预测值分别为40%和9%。Cantor团队还指出，有关中国政府劝阻企业采用美国技术（特别是英伟达H20芯片）的报道引发了AI领域的\"一些焦虑\"。该芯片在4月被特朗普政府实质禁售后，英伟达正等待重新向中国客户销售。但Cantor将这些问题视为\"当下的噪音\"，并坚持其\"看多立场\"，认为AI技术的开发和部署仍处于初始阶段。与此同时，分析师对AMD数据中心图形处理器在11月分析师日之前的前景日趋乐观。虽然投资者今年早些担心客户为规避潜在关税提前采购，但AMD的客户端和服务器CPU业务因平均售价提升和份额增长而\"持续加速\"，其Instinct AI加速器系列前景也\"保持完好\"。分析师预计AMD今年每股收益接近4美元，高于FactSet共识预期的3.85美元。尽管AMD数据中心收入今年预计将保持\"相对较小\"规模（约65亿美元），但该公司推出机架级解决方案的举措让分析师对其\"显著提升AI领域渗透率的能力寄予厚望\"。他们还提到AMD\"夺取大规模训练集群重要份额的愿景\"，以及市场对AI推理日益增长的需求。","news_type":1,"symbols_score_info":{"TSM":1.1,"AVGO":1.1,"NVDA":1.1,"MU":1.1,"AMD":1.1}},"isVote":1,"tweetType":1,"viewCount":1391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469495799906488,"gmtCreate":1755654075031,"gmtModify":1755654076766,"author":{"id":"4206619880995722","authorId":"4206619880995722","name":"孙大瑞","avatar":"https://static.tigerbbs.com/2ca76ceeb78818b56a195e9895d1e548","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4206619880995722","authorIdStr":"4206619880995722"},"themes":[],"htmlText":"那也不涨啊？","listText":"那也不涨啊？","text":"那也不涨啊？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469495799906488","repostId":"2560149929","repostType":2,"repost":{"id":"2560149929","kind":"news","pubTimestamp":1755649560,"share":"https://www.laohu8.com/m/news/2560149929?lang=zh_CN&edition=full","pubTime":"2025-08-20 08:26","market":"sg","language":"zh","title":"AMD Ryzen 5 9500F 处理器曝光：6核 12 线程 Zen 5 架构","url":"https://stock-news.laohu8.com/highlight/detail?id=2560149929","media":"市场资讯","summary":"性能方面，Ryzen 5 9500F 配备 32MB 的 L3 缓存，与 Ryzen 5 9600 和 9600X 持平，基础频率为 3.8 GHz，最大加速频率可达 5.0 GHz。该媒体推测，Ryzen 5 9500F 定价将低于 200 美元，甚至有可能低于 Ryzen 5 7500F 的首发价 179 美元。考虑到 Ryzen 5 9600X 目前也处于 200 美元以下，9500F 有望成为性价比极高的入门级选择，适合组装经济型主机或升级旧平台。","content":"<html><body><div>\n<blockquote><p>　　炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！</p></blockquote> <p>（来源：IT之家）</p><p cms-style=\"font-L\">IT之家 8 月 20 日消息，科技媒体 WccfTech 昨日（8 月 19 日）发布博文，报道称 <a href=\"https://laohu8.com/S/AMD\">AMD</a> 新一代桌面处理器 Ryzen 5 9500F 曝光，<font cms-style=\"font-L strong-Bold\">采用 Zen 5 架构，配备 6 核 12 线程，基础频率为 3.8 GHz，最大加速频率 5.0 GHz，拥有 32MB L3 缓存。</font></p><p cms-style=\"font-L\">IT之家援引该媒体报道，该款处理器定位于主流入门级市场，延续 Ryzen 5 系列的标准配置，适合主流台式机装机需求。</p><p cms-style=\"font-L\">性能方面，Ryzen 5 9500F 配备 32MB 的 L3 缓存，与 Ryzen 5 9600 和 9600X 持平，基础频率为 3.8 GHz，最大加速频率可达 5.0 GHz。虽然在加速频率上稍低于 Ryzen 5 9600（后者为 5.2 GHz），但整体性能表现接近。</p><p cms-style=\"font-L\">Geekbench 6 跑分显示，其单核得分为 3122，多核得分为 14369，与 Ryzen 5 9600 基本相当，足以满足主流办公与娱乐需求。与部分同系列型号不同，Ryzen 5 9500F 不含集成显卡（iGPU），用户需搭配独立显卡使用。</p><div><img src=\"http://n.sinaimg.cn/spider20250820/10/w660h950/20250820/3919-1d1113d3e1e18a98618ec706e31e6539.jpg\"/><span></span></div><p cms-style=\"font-L\">该媒体推测，Ryzen 5 9500F 定价将低于 200 美元，甚至有可能低于 Ryzen 5 7500F 的首发价 179 美元。考虑到 Ryzen 5 9600X 目前也处于 200 美元以下，9500F 有望成为性价比极高的入门级选择，适合组装经济型主机或升级旧平台。</p><div><img src=\"http://n.sinaimg.cn/spider20250820/232/w660h372/20250820/32d3-8909d502d3300cdc2e30c719ce891492.jpg\"/><span></span></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","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>AMD Ryzen 5 9500F 处理器曝光：6核 12 线程 Zen 5 架构</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; 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href=https://finance.sina.com.cn/stock/t/2025-08-20/doc-infmqrun0590841.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ （来源：IT之家）IT之家 8 月 20 日消息，科技媒体 WccfTech 昨日（8 月 19 日）发布博文，报道称 AMD 新一代桌面处理器 Ryzen 5 9500F 曝光，采用 Zen 5 架构，配备 6 核 12 线程，基础频率为 3.8 GHz，最大加速频率 5.0 GHz，拥有 32MB L3 缓存。IT之家...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/t/2025-08-20/doc-infmqrun0590841.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU0109392836.USD":"富兰克林科技股A","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) 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DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD"},"source_url":"https://finance.sina.com.cn/stock/t/2025-08-20/doc-infmqrun0590841.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2560149929","content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ （来源：IT之家）IT之家 8 月 20 日消息，科技媒体 WccfTech 昨日（8 月 19 日）发布博文，报道称 AMD 新一代桌面处理器 Ryzen 5 9500F 曝光，采用 Zen 5 架构，配备 6 核 12 线程，基础频率为 3.8 GHz，最大加速频率 5.0 GHz，拥有 32MB L3 缓存。IT之家援引该媒体报道，该款处理器定位于主流入门级市场，延续 Ryzen 5 系列的标准配置，适合主流台式机装机需求。性能方面，Ryzen 5 9500F 配备 32MB 的 L3 缓存，与 Ryzen 5 9600 和 9600X 持平，基础频率为 3.8 GHz，最大加速频率可达 5.0 GHz。虽然在加速频率上稍低于 Ryzen 5 9600（后者为 5.2 GHz），但整体性能表现接近。Geekbench 6 跑分显示，其单核得分为 3122，多核得分为 14369，与 Ryzen 5 9600 基本相当，足以满足主流办公与娱乐需求。与部分同系列型号不同，Ryzen 5 9500F 不含集成显卡（iGPU），用户需搭配独立显卡使用。该媒体推测，Ryzen 5 9500F 定价将低于 200 美元，甚至有可能低于 Ryzen 5 7500F 的首发价 179 美元。考虑到 Ryzen 5 9600X 目前也处于 200 美元以下，9500F 有望成为性价比极高的入门级选择，适合组装经济型主机或升级旧平台。\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"GFS":1,"AMD":1}},"isVote":1,"tweetType":1,"viewCount":1382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469305357222136,"gmtCreate":1755608034615,"gmtModify":1755608035771,"author":{"id":"4206619880995722","authorId":"4206619880995722","name":"孙大瑞","avatar":"https://static.tigerbbs.com/2ca76ceeb78818b56a195e9895d1e548","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4206619880995722","authorIdStr":"4206619880995722"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 有专家分析，这是咋了，连着小跌！","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 有专家分析，这是咋了，连着小跌！","text":"$美国超微公司(AMD)$ 有专家分析，这是咋了，连着小跌！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469305357222136","isVote":1,"tweetType":1,"viewCount":1530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466838369419416,"gmtCreate":1754991293328,"gmtModify":1754991295086,"author":{"id":"4206619880995722","authorId":"4206619880995722","name":"孙大瑞","avatar":"https://static.tigerbbs.com/2ca76ceeb78818b56a195e9895d1e548","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4206619880995722","authorIdStr":"4206619880995722"},"themes":[],"htmlText":"也就是冲高回落，","listText":"也就是冲高回落，","text":"也就是冲高回落，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466838369419416","repostId":"1131249870","repostType":2,"repost":{"id":"1131249870","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":1754989769,"share":"https://www.laohu8.com/m/news/1131249870?lang=zh_CN&edition=full","pubTime":"2025-08-12 17:09","market":"us","language":"zh","title":"小马智行二季度总营收1.54亿元，Robotaxi车费增长超三倍","url":"https://stock-news.laohu8.com/highlight/detail?id=1131249870","media":"老虎资讯综合","summary":"第七代Robotaxi从二季度启动量产和路测。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PONY\">小马智行</a> 发布2025年二季度财报。财报显示，<strong>公司二季度总营收1.54亿元，同比增长75.9%；Robotaxi业务收入1090万元，同比增长157.8%，其中乘客车费收入同比增长超300%，Robotaxi平台注册用户同比增长136%。</strong></p><p>第七代Robotaxi从二季度启动量产和路测，生产下线超200台第七代车型，公司Robotaxi车辆总数已超500台，向年底千台Robotaxi目标推进。</p><p>近期，小马智行推出上海市首个无人驾驶Robotaxi，成为国内唯一在北上广深开展全无人Robotaxi收费运营的企业，也是目前上海浦东唯一在常态化商业运营全无人Robotaxi的服务商。</p><p>小马智行盘前快速拉升。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/728e505195459fea86894553f7db5a5c\" title=\"\" tg-width=\"1290\" tg-height=\"389\"/></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>小马智行二季度总营收1.54亿元，Robotaxi车费增长超三倍</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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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\">2025-08-12 17:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/PONY\">小马智行</a> 发布2025年二季度财报。财报显示，<strong>公司二季度总营收1.54亿元，同比增长75.9%；Robotaxi业务收入1090万元，同比增长157.8%，其中乘客车费收入同比增长超300%，Robotaxi平台注册用户同比增长136%。</strong></p><p>第七代Robotaxi从二季度启动量产和路测，生产下线超200台第七代车型，公司Robotaxi车辆总数已超500台，向年底千台Robotaxi目标推进。</p><p>近期，小马智行推出上海市首个无人驾驶Robotaxi，成为国内唯一在北上广深开展全无人Robotaxi收费运营的企业，也是目前上海浦东唯一在常态化商业运营全无人Robotaxi的服务商。</p><p>小马智行盘前快速拉升。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/728e505195459fea86894553f7db5a5c\" title=\"\" tg-width=\"1290\" tg-height=\"389\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b8bfe44b068b1dba4c68a03278c0bef9","relate_stocks":{"PONY":"小马智行"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131249870","content_text":"小马智行 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中概股小盘股别碰，等你弹消息看到后，就是割韭菜的时候，在大A被割韭菜，在这里也同样套路，大家不要上当，别让庄得逞！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/452674680475776","isVote":1,"tweetType":1,"viewCount":5694,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4206619880995722","authorId":"4206619880995722","name":"孙大瑞","avatar":"https://static.tigerbbs.com/2ca76ceeb78818b56a195e9895d1e548","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"4206619880995722","idStr":"4206619880995722"},"content":"千万别侥幸，5分钟700刀，对于来说10分之1了，说没有就没有","text":"千万别侥幸，5分钟700刀，对于来说10分之1了，说没有就没有","html":"千万别侥幸，5分钟700刀，对于来说10分之1了，说没有就没有"},{"author":{"id":"3536717283371649","authorId":"3536717283371649","name":"孙大圣888888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3536717283371649","idStr":"3536717283371649"},"content":"你觉得还能再上涨吗？","text":"你觉得还能再上涨吗？","html":"你觉得还能再上涨吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503862965567696,"gmtCreate":1764036386337,"gmtModify":1764036388916,"author":{"id":"4206619880995722","authorId":"4206619880995722","name":"孙大瑞","avatar":"https://static.tigerbbs.com/2ca76ceeb78818b56a195e9895d1e548","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4206619880995722","idStr":"4206619880995722"},"themes":[],"title":"","htmlText":"万亿市值才买了10000分之1 &nbsp;，买一个亿继续迷惑散户，一个营销都玩手段的人，难道股票就不会玩手段吗？","listText":"万亿市值才买了10000分之1 &nbsp;，买一个亿继续迷惑散户，一个营销都玩手段的人，难道股票就不会玩手段吗？","text":"万亿市值才买了10000分之1 ，买一个亿继续迷惑散户，一个营销都玩手段的人，难道股票就不会玩手段吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/503862965567696","repostId":"2586441783","repostType":2,"repost":{"id":"2586441783","kind":"news","pubTimestamp":1764036102,"share":"https://www.laohu8.com/m/news/2586441783?lang=zh_CN&edition=full","pubTime":"2025-11-25 10:01","market":"fut","language":"zh","title":"港股异动 | 小米集团-W涨超5%，获创始人雷军斥资超1亿港元增持260万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2586441783","media":"智通财经","summary":"消息面上，11月24日，小米集团发布公告表示，小米集团创始人、董事长兼CEO雷军个人斥资超1亿港元增持小米集团260万股，平均价为每股约38.58港元，雷军持股比例增加至23.26%。小米集团董事会认为，增持事项显示雷军对公司的发展前景及增长潜力充满信心。","content":"<html><head></head><body><p>11月25日，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>盘初涨超5%，获创始人雷军斥资超1亿港元增持260万股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa69bd99c3366f4a7bec1cb371afbafa\" tg-width=\"899\" tg-height=\"393\"/></p><p>消息面上，11月24日，小米集团发布公告表示，小米集团创始人、董事长兼CEO雷军个人斥资超1亿港元增持小米集团260万股，平均价为每股约38.58港元，雷军持股比例增加至23.26%。小米集团董事会认为，增持事项显示雷军对公司的发展前景及增长潜力充满信心。</p><p>11月18日，小米集团发布业绩，2025年第三季度实现营收约1131.21亿元，同比增长22.3%，连续4个季度突破千亿元；经调整净利润为113亿元，创历史新高，同比增长80.9%；11月20日，小米汽车官方微博发文称第50万辆整车正式下产线；11月21日，小米宣布具身大模型MiMo-Embodied正式发布并全面开源。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 小米集团-W涨超5%，获创始人雷军斥资超1亿港元增持260万股</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1373090.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/86eaa8565a3430191eb6cda01c42ee72","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://www.zhitongcaijing.com/content/detail/1373090.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2586441783","content_text":"11月25日，小米集团-W盘初涨超5%，获创始人雷军斥资超1亿港元增持260万股。消息面上，11月24日，小米集团发布公告表示，小米集团创始人、董事长兼CEO雷军个人斥资超1亿港元增持小米集团260万股，平均价为每股约38.58港元，雷军持股比例增加至23.26%。小米集团董事会认为，增持事项显示雷军对公司的发展前景及增长潜力充满信心。11月18日，小米集团发布业绩，2025年第三季度实现营收约1131.21亿元，同比增长22.3%，连续4个季度突破千亿元；经调整净利润为113亿元，创历史新高，同比增长80.9%；11月20日，小米汽车官方微博发文称第50万辆整车正式下产线；11月21日，小米宣布具身大模型MiMo-Embodied正式发布并全面开源。","news_type":1,"symbols_score_info":{"01810":2}},"isVote":1,"tweetType":1,"viewCount":2563,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3535792594118003","authorId":"3535792594118003","name":"CONNOR","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3535792594118003","idStr":"3535792594118003"},"content":"这不没有迷惑你么，别买他就行，或者做空他。","text":"这不没有迷惑你么，别买他就行，或者做空他。","html":"这不没有迷惑你么，别买他就行，或者做空他。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":456554756808832,"gmtCreate":1752500969247,"gmtModify":1752500970210,"author":{"id":"4206619880995722","authorId":"4206619880995722","name":"孙大瑞","avatar":"https://static.tigerbbs.com/2ca76ceeb78818b56a195e9895d1e548","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4206619880995722","idStr":"4206619880995722"},"themes":[],"htmlText":"国泰呢？不比它早很多！","listText":"国泰呢？不比它早很多！","text":"国泰呢？不比它早很多！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/456554756808832","repostId":"1142486666","repostType":2,"repost":{"id":"1142486666","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":1752500851,"share":"https://www.laohu8.com/m/news/1142486666?lang=zh_CN&edition=full","pubTime":"2025-07-14 21:47","market":"sh","language":"zh","title":"招银国际获批虚拟资产牌照，为首家在港获批的中资银行系券商","url":"https://stock-news.laohu8.com/highlight/detail?id=1142486666","media":"老虎资讯综合","summary":"首家取得相关牌照的中资银行系券商。","content":"<html><head></head><body>招银国际于7月14日正式获得香港证券及期货事务监察委员会批准，成为香港首家取得虚拟资产交易服务等相关牌照的中资银行系券商。</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>招银国际获批虚拟资产牌照，为首家在港获批的中资银行系券商</title>\n<style 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