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千祥云集xyq

02-24 15:13

机器人

特斯拉盘初走低，纽约州州长撤回利好无人驾驶出租车的提案

千祥云集xyq

02-24 15:12

任何关于技术栈落地与生态协同的更新，都会直接影响市场对未来利用率、毛利与单位经济模型的评估。

财报前瞻｜CoreWeave, Inc.本季度营收预计达15.48亿美元，机构观点偏多

千祥云集xyq

02-24 15:10

不错的变革

特朗普终止电车补贴，实则是特斯拉的“大利好”！

千祥云集xyq

02-23 15:08

纯进口环境好吧看看加班

千祥云集xyq

02-23 13:40

胆小鬼

千祥云集xyq

02-23 13:40

跌跌不休

千祥云集xyq

02-20

$稀土概念(BK1513)$ 不错的变革

千祥云集xyq

02-20

60000

@大饼预言家:比特币跌破6万美元，本轮熊市会跌到多少？

千祥云集xyq

02-20

不会刚刚回家

开盘｜美股低开，RELY暴涨超24%，DoorDash、Etsy涨超4%

千祥云集xyq

02-20

疯狂动物城

迪尔股份第一财季营收强劲远超预期，上调全年盈利展望

千祥云集xyq

02-20

换就换吧好好

闪迪快速拉升，消息称三星电子正就新一代HBM4芯片展开价格谈判

千祥云集xyq

02-11

寻凶多吉少。

异动解读 | 美元企稳叠加获利了结压力，2倍做多白银ETF盘中大跌7.81%

千祥云集xyq

02-11

🐮4️⃣4️⃣

“木头姐”认为特斯拉可以达到100万亿美元市值，马斯克称“并非不可能”

千祥云集xyq

02-11

调调整，再见！

港股异动 | 智谱盘中涨超8%，GLM-5新模型发布在即，智谱本周累计涨幅已超七成

千祥云集xyq

02-11

一夜情

港股异动 | 稀土概念板块涨幅居前，金力永磁涨超6%，稀土价格持续攀升，机构称板块将演化估值业绩双升

千祥云集xyq

02-10

2026年的业绩增长指望它们，太乐观了点。

千祥云集xyq

02-09

大饼黄金。

千祥云集xyq

02-09

蓝图还是大饼？

千祥云集xyq

02-08

以前难以判断。

千祥云集xyq

02-07

这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动

巨头砸钱6500亿加剧担忧，黄仁勋“灭火”：AI需求火爆，庞大支出合理、可持续

去老虎APP查看更多动态

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22:38","market":"us","language":"zh","title":"特斯拉盘初走低，纽约州州长撤回利好无人驾驶出租车的提案","url":"https://stock-news.laohu8.com/highlight/detail?id=1111677188","media":"老虎资讯综合","summary":"撤回在纽约市外推出无人驾驶出租车的提案。","content":"<html><head></head><body><p>周四， <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 盘初跌超1.5%。消息面上，美国纽约州州长霍楚尔撤回了一项允许在纽约市以外地区提供商业无人驾驶出租车服务的提案，这对特斯拉、Waymo来说是一个打击。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de9f0b03da84ed4048be12795b2bf21c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>霍楚尔上个月在一份政策预览报告中提出的这项提案，将允许Waymo等自动驾驶汽车公司申请许可，试运行无人驾驶服务。州长办公室证实已决定撤回该计划。</p><p>Waymo表示：“虽然我们对州长的决定感到失望，但我们致力于将我们的服务带到纽约，并将与州立法机构合作推进这个问题。”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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22:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四， <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 盘初跌超1.5%。消息面上，美国纽约州州长霍楚尔撤回了一项允许在纽约市以外地区提供商业无人驾驶出租车服务的提案，这对特斯拉、Waymo来说是一个打击。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de9f0b03da84ed4048be12795b2bf21c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>霍楚尔上个月在一份政策预览报告中提出的这项提案，将允许Waymo等自动驾驶汽车公司申请许可，试运行无人驾驶服务。州长办公室证实已决定撤回该计划。</p><p>Waymo表示：“虽然我们对州长的决定感到失望，但我们致力于将我们的服务带到纽约，并将与州立法机构合作推进这个问题。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/774e9e20a509c7594ccd5890c4dbe3bb","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111677188","content_text":"周四， 特斯拉 盘初跌超1.5%。消息面上，美国纽约州州长霍楚尔撤回了一项允许在纽约市以外地区提供商业无人驾驶出租车服务的提案，这对特斯拉、Waymo来说是一个打击。霍楚尔上个月在一份政策预览报告中提出的这项提案，将允许Waymo等自动驾驶汽车公司申请许可，试运行无人驾驶服务。州长办公室证实已决定撤回该计划。Waymo表示：“虽然我们对州长的决定感到失望，但我们致力于将我们的服务带到纽约，并将与州立法机构合作推进这个问题。”","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536158440588984,"gmtCreate":1771917176449,"gmtModify":1771917179280,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"任何关于技术栈落地与生态协同的更新，都会直接影响市场对未来利用率、毛利与单位经济模型的评估。","listText":"任何关于技术栈落地与生态协同的更新，都会直接影响市场对未来利用率、毛利与单位经济模型的评估。","text":"任何关于技术栈落地与生态协同的更新，都会直接影响市场对未来利用率、毛利与单位经济模型的评估。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536158440588984","repostId":"1151669404","repostType":4,"repost":{"id":"1151669404","kind":"news","weMediaInfo":{"introduction":"专注财报前瞻、财报解析的大模型Agent","home_visible":1,"media_name":"财报Agent","id":"1017018787","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1771467588,"share":"https://www.laohu8.com/m/news/1151669404?lang=zh_CN&edition=full","pubTime":"2026-02-19 10:19","market":"sh","language":"zh","title":"财报前瞻 ｜CoreWeave, Inc.本季度营收预计达15.48亿美元，机构观点偏多","url":"https://stock-news.laohu8.com/highlight/detail?id=1151669404","media":"财报Agent","summary":"CoreWeave, Inc.将于2026年02月26日美股盘后发布财报，本文基于一致预期与近期机构观点梳理关键看点。市场目前一致预期CoreWeave, Inc.本季度营收为15.48亿美元，同比增速为0.00；调整后每股收益预计为-0.49美元，同比增速为0.00。上季度CoreWeave, Inc.营收为13.65亿美元，同比为0.00；毛利率为72.97%；归属于母公司股东的净利润为-1.10亿美元，净利率为-8.07%；调整后每股收益为-0.08美元，同比为0.00。","content":"<h2 id=\"id_1960544591\">摘要</h2><p> CoreWeave, Inc.将于2026年02月26日美股盘后发布财报，本文基于一致预期与近期机构观点梳理关键看点。</p><h2 id=\"id_2172590709\">市场预测</h2><p> 市场目前一致预期CoreWeave, Inc.本季度营收为15.48亿美元，调整后每股收益预计为-0.49美元。公司或市场层面未披露本季度毛利率与净利润（或净利率）的量化预测，因此不在此列展示。公司核心业务仍围绕AI云算力服务展开，基于合同执行与新产能上线的节奏，收入结构以算力交付为主；从已披露的预测口径看，增长更多取决于大客户上量与产能兑现。公司当前发展前景最大的现有业务仍是面向大模型训练与推理的算力交付，上季度公司整体营收为13.65亿美元，规模基数为新季度的释放提供了参考。</p><h2 id=\"id_3539262060\">上季度回顾</h2><p> 上季度CoreWeave, Inc.营收为13.65亿美元，毛利率为72.97%；归属于母公司股东的净利润为-1.10亿美元，净利率为-8.07%；调整后每股收益为-0.08美元，财务结构上，高毛利率与负净利率并存，显示折旧摊销、利息费用与扩张投入阶段性压制利润表，业绩弹性仍依赖规模与成本曲线优化。公司主营以AI云算力服务为主，上季度实现营收13.65亿美元，在手合同与新增产能交付的带动下，规模化出货仍是收入的核心驱动。</p><h2 id=\"id_4014023347\">本季度展望（含主要观点的分析内容）</h2><h4 id=\"id_1700048045\">产能兑现与大客户交付</h4><p> 产能转换成计费算力、并被核心客户稳定消化，是本季度收入能否达到预期的关键。近期机构观点提到，若公司按计划向已签约客户交付新增产能，全年一致预期有望上修，这意味着本季度的交付节奏将直接决定收入的爬坡度。上季度收入已达到13.65亿美元，本季度一致预期上调至15.48亿美元，核心逻辑是产能上量与客户需求的匹配提升。由于上季度毛利率达到72.97%，若本季度产能利用率继续改善，单位算力的摊销效率有望提升，有助于抵消扩张期的固定成本压力。相应地，若个别项目的建设、并网或上架节奏滞后，或单一大客户上量慢于计划，则对营收兑现与利润修复的影响会被放大，管理层在执行端的稳定性是市场关注点之一。</p><p></p><p></p><h4 id=\"id_1691694049\">技术路线与生态合作</h4><p> 在技术与生态层面，近期公司披露计划在今年下半年引入新一代平台以承载更复杂的推理与代理类工作负载，对本季度的意义在于预售与试点推动的客户黏性与转化率。AI工作负载迭代频率较高，软硬件协同的能力会影响客户对平台的长期承诺与合同周期。公司近期与上游核心生态伙伴的互动加强，资本与技术的绑定预期有助于改善资产周转效率与融资可用性，从而为新一轮产能部署提供保障。一旦新平台的早期能力验证顺利，本季度有望在签约与排期层面先行反映，尽管收入的全面确认更可能在后续季度体现。对股价而言，任何关于技术栈落地与生态协同的更新，都会直接影响市场对未来利用率、毛利与单位经济模型的评估。</p><p></p><p></p><h4 id=\"id_787262560\">融资成本、资产周转与利润弹性</h4><p> 上季度公司净利率为-8.07%，与72.97%的高毛利率之间存在明显缺口，主要矛盾在于规模扩张期的折旧与资本成本对利润表的压制。随着更多在建资产转化为可用产能并进入计费周期，资产周转速度的提升将带来单位折旧的摊薄效果，理论上利于净利率修复。本季度若营收达到15.48亿美元预期，在边际成本稳定的前提下，经营杠杆有望开始体现，对EBIT与经营性现金流将形成支撑。另一方面，若融资环境波动或资本性支出前置加大，短期净利端仍可能承压，市场将更看重经营现金流与资本开支节奏之间的平衡度。综合看，本季度利润弹性的释放与否，取决于产能利用率、价格/折扣结构与融资成本三者的动态均衡。</p><p></p><p></p><h4 id=\"id_2814631106\">与股价相关的事件驱动</h4><p> 近期资本层面的合作消息增强了市场对公司财务弹性与产能落地的信心，这类事件对短期股价往往具有放大效应，尤其在业绩公布前的预期博弈阶段。与此同时，围绕公司信息披露与历史并购进程的法律事项仍在推进，投资者情绪可能随舆情与诉讼进展波动，这会影响估值区间的稳定性。本季度若公司在指引中对产能交付与客户排期给出更清晰的量化路径，或对资本开支与折旧前景提供更具可比性的框架，预期差有望收敛，股价弹性更取决于收入兑现与利润修复的节奏。</p><p></p><p></p><h2 id=\"id_3778108301\">分析师观点</h2><p> 从近期研究动态看，看多观点占据主导。德意志银行在1月下旬将公司评级上调至“买入”并上调目标价至140美元，其核心论点在于：中期基本面展望稳健，若公司按计划向已签约大客户交付产能，全年一致预期的营收有望得到上修；且随着大客户在手订单占比提升，新增资本的边际成本具备下行空间。在这一逻辑下，模型对本季度的关键假设包括更高的产能利用率与更好的经营杠杆传导至利润端。另一家机构在1月初将公司评级由低配上调至中性，体现出基于执行力与负面情绪缓和后的立场改观，但对估值与利润修复的观察期仍需更多经营数据支持。此外，多家机构的汇总评级显示偏“增持/买入”的取向，说明主流观点认为公司在产能落地与大客户交付方面具备实现预期的可能。综合这些观点，当前机构更偏向于在执行节奏改善、融资成本边际优化与技术路线清晰的框架下看待公司的基本面进展，并将本季度的验证点聚焦在营收兑现、毛利稳定与对未来几个季度的指引透明度上。</p><p></p>","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>财报前瞻 ｜CoreWeave, Inc.本季度营收预计达15.48亿美元，机构观点偏多</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财报前瞻 ｜CoreWeave, Inc.本季度营收预计达15.48亿美元，机构观点偏多\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2026-02-19 10:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<h2 id=\"id_1960544591\">摘要</h2><p> CoreWeave, Inc.将于2026年02月26日美股盘后发布财报，本文基于一致预期与近期机构观点梳理关键看点。</p><h2 id=\"id_2172590709\">市场预测</h2><p> 市场目前一致预期CoreWeave, Inc.本季度营收为15.48亿美元，调整后每股收益预计为-0.49美元。公司或市场层面未披露本季度毛利率与净利润（或净利率）的量化预测，因此不在此列展示。公司核心业务仍围绕AI云算力服务展开，基于合同执行与新产能上线的节奏，收入结构以算力交付为主；从已披露的预测口径看，增长更多取决于大客户上量与产能兑现。公司当前发展前景最大的现有业务仍是面向大模型训练与推理的算力交付，上季度公司整体营收为13.65亿美元，规模基数为新季度的释放提供了参考。</p><h2 id=\"id_3539262060\">上季度回顾</h2><p> 上季度CoreWeave, Inc.营收为13.65亿美元，毛利率为72.97%；归属于母公司股东的净利润为-1.10亿美元，净利率为-8.07%；调整后每股收益为-0.08美元，财务结构上，高毛利率与负净利率并存，显示折旧摊销、利息费用与扩张投入阶段性压制利润表，业绩弹性仍依赖规模与成本曲线优化。公司主营以AI云算力服务为主，上季度实现营收13.65亿美元，在手合同与新增产能交付的带动下，规模化出货仍是收入的核心驱动。</p><h2 id=\"id_4014023347\">本季度展望（含主要观点的分析内容）</h2><h4 id=\"id_1700048045\">产能兑现与大客户交付</h4><p> 产能转换成计费算力、并被核心客户稳定消化，是本季度收入能否达到预期的关键。近期机构观点提到，若公司按计划向已签约客户交付新增产能，全年一致预期有望上修，这意味着本季度的交付节奏将直接决定收入的爬坡度。上季度收入已达到13.65亿美元，本季度一致预期上调至15.48亿美元，核心逻辑是产能上量与客户需求的匹配提升。由于上季度毛利率达到72.97%，若本季度产能利用率继续改善，单位算力的摊销效率有望提升，有助于抵消扩张期的固定成本压力。相应地，若个别项目的建设、并网或上架节奏滞后，或单一大客户上量慢于计划，则对营收兑现与利润修复的影响会被放大，管理层在执行端的稳定性是市场关注点之一。</p><p></p><p></p><h4 id=\"id_1691694049\">技术路线与生态合作</h4><p> 在技术与生态层面，近期公司披露计划在今年下半年引入新一代平台以承载更复杂的推理与代理类工作负载，对本季度的意义在于预售与试点推动的客户黏性与转化率。AI工作负载迭代频率较高，软硬件协同的能力会影响客户对平台的长期承诺与合同周期。公司近期与上游核心生态伙伴的互动加强，资本与技术的绑定预期有助于改善资产周转效率与融资可用性，从而为新一轮产能部署提供保障。一旦新平台的早期能力验证顺利，本季度有望在签约与排期层面先行反映，尽管收入的全面确认更可能在后续季度体现。对股价而言，任何关于技术栈落地与生态协同的更新，都会直接影响市场对未来利用率、毛利与单位经济模型的评估。</p><p></p><p></p><h4 id=\"id_787262560\">融资成本、资产周转与利润弹性</h4><p> 上季度公司净利率为-8.07%，与72.97%的高毛利率之间存在明显缺口，主要矛盾在于规模扩张期的折旧与资本成本对利润表的压制。随着更多在建资产转化为可用产能并进入计费周期，资产周转速度的提升将带来单位折旧的摊薄效果，理论上利于净利率修复。本季度若营收达到15.48亿美元预期，在边际成本稳定的前提下，经营杠杆有望开始体现，对EBIT与经营性现金流将形成支撑。另一方面，若融资环境波动或资本性支出前置加大，短期净利端仍可能承压，市场将更看重经营现金流与资本开支节奏之间的平衡度。综合看，本季度利润弹性的释放与否，取决于产能利用率、价格/折扣结构与融资成本三者的动态均衡。</p><p></p><p></p><h4 id=\"id_2814631106\">与股价相关的事件驱动</h4><p> 近期资本层面的合作消息增强了市场对公司财务弹性与产能落地的信心，这类事件对短期股价往往具有放大效应，尤其在业绩公布前的预期博弈阶段。与此同时，围绕公司信息披露与历史并购进程的法律事项仍在推进，投资者情绪可能随舆情与诉讼进展波动，这会影响估值区间的稳定性。本季度若公司在指引中对产能交付与客户排期给出更清晰的量化路径，或对资本开支与折旧前景提供更具可比性的框架，预期差有望收敛，股价弹性更取决于收入兑现与利润修复的节奏。</p><p></p><p></p><h2 id=\"id_3778108301\">分析师观点</h2><p> 从近期研究动态看，看多观点占据主导。德意志银行在1月下旬将公司评级上调至“买入”并上调目标价至140美元，其核心论点在于：中期基本面展望稳健，若公司按计划向已签约大客户交付产能，全年一致预期的营收有望得到上修；且随着大客户在手订单占比提升，新增资本的边际成本具备下行空间。在这一逻辑下，模型对本季度的关键假设包括更高的产能利用率与更好的经营杠杆传导至利润端。另一家机构在1月初将公司评级由低配上调至中性，体现出基于执行力与负面情绪缓和后的立场改观，但对估值与利润修复的观察期仍需更多经营数据支持。此外，多家机构的汇总评级显示偏“增持/买入”的取向，说明主流观点认为公司在产能落地与大客户交付方面具备实现预期的可能。综合这些观点，当前机构更偏向于在执行节奏改善、融资成本边际优化与技术路线清晰的框架下看待公司的基本面进展，并将本季度的验证点聚焦在营收兑现、毛利稳定与对未来几个季度的指引透明度上。</p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWV":"CoreWeave, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151669404","content_text":"摘要 CoreWeave, Inc.将于2026年02月26日美股盘后发布财报，本文基于一致预期与近期机构观点梳理关键看点。市场预测 市场目前一致预期CoreWeave, Inc.本季度营收为15.48亿美元，调整后每股收益预计为-0.49美元。公司或市场层面未披露本季度毛利率与净利润（或净利率）的量化预测，因此不在此列展示。公司核心业务仍围绕AI云算力服务展开，基于合同执行与新产能上线的节奏，收入结构以算力交付为主；从已披露的预测口径看，增长更多取决于大客户上量与产能兑现。公司当前发展前景最大的现有业务仍是面向大模型训练与推理的算力交付，上季度公司整体营收为13.65亿美元，规模基数为新季度的释放提供了参考。上季度回顾 上季度CoreWeave, Inc.营收为13.65亿美元，毛利率为72.97%；归属于母公司股东的净利润为-1.10亿美元，净利率为-8.07%；调整后每股收益为-0.08美元，财务结构上，高毛利率与负净利率并存，显示折旧摊销、利息费用与扩张投入阶段性压制利润表，业绩弹性仍依赖规模与成本曲线优化。公司主营以AI云算力服务为主，上季度实现营收13.65亿美元，在手合同与新增产能交付的带动下，规模化出货仍是收入的核心驱动。本季度展望（含主要观点的分析内容）产能兑现与大客户交付 产能转换成计费算力、并被核心客户稳定消化，是本季度收入能否达到预期的关键。近期机构观点提到，若公司按计划向已签约客户交付新增产能，全年一致预期有望上修，这意味着本季度的交付节奏将直接决定收入的爬坡度。上季度收入已达到13.65亿美元，本季度一致预期上调至15.48亿美元，核心逻辑是产能上量与客户需求的匹配提升。由于上季度毛利率达到72.97%，若本季度产能利用率继续改善，单位算力的摊销效率有望提升，有助于抵消扩张期的固定成本压力。相应地，若个别项目的建设、并网或上架节奏滞后，或单一大客户上量慢于计划，则对营收兑现与利润修复的影响会被放大，管理层在执行端的稳定性是市场关注点之一。技术路线与生态合作 在技术与生态层面，近期公司披露计划在今年下半年引入新一代平台以承载更复杂的推理与代理类工作负载，对本季度的意义在于预售与试点推动的客户黏性与转化率。AI工作负载迭代频率较高，软硬件协同的能力会影响客户对平台的长期承诺与合同周期。公司近期与上游核心生态伙伴的互动加强，资本与技术的绑定预期有助于改善资产周转效率与融资可用性，从而为新一轮产能部署提供保障。一旦新平台的早期能力验证顺利，本季度有望在签约与排期层面先行反映，尽管收入的全面确认更可能在后续季度体现。对股价而言，任何关于技术栈落地与生态协同的更新，都会直接影响市场对未来利用率、毛利与单位经济模型的评估。融资成本、资产周转与利润弹性 上季度公司净利率为-8.07%，与72.97%的高毛利率之间存在明显缺口，主要矛盾在于规模扩张期的折旧与资本成本对利润表的压制。随着更多在建资产转化为可用产能并进入计费周期，资产周转速度的提升将带来单位折旧的摊薄效果，理论上利于净利率修复。本季度若营收达到15.48亿美元预期，在边际成本稳定的前提下，经营杠杆有望开始体现，对EBIT与经营性现金流将形成支撑。另一方面，若融资环境波动或资本性支出前置加大，短期净利端仍可能承压，市场将更看重经营现金流与资本开支节奏之间的平衡度。综合看，本季度利润弹性的释放与否，取决于产能利用率、价格/折扣结构与融资成本三者的动态均衡。与股价相关的事件驱动 近期资本层面的合作消息增强了市场对公司财务弹性与产能落地的信心，这类事件对短期股价往往具有放大效应，尤其在业绩公布前的预期博弈阶段。与此同时，围绕公司信息披露与历史并购进程的法律事项仍在推进，投资者情绪可能随舆情与诉讼进展波动，这会影响估值区间的稳定性。本季度若公司在指引中对产能交付与客户排期给出更清晰的量化路径，或对资本开支与折旧前景提供更具可比性的框架，预期差有望收敛，股价弹性更取决于收入兑现与利润修复的节奏。分析师观点 从近期研究动态看，看多观点占据主导。德意志银行在1月下旬将公司评级上调至“买入”并上调目标价至140美元，其核心论点在于：中期基本面展望稳健，若公司按计划向已签约大客户交付产能，全年一致预期的营收有望得到上修；且随着大客户在手订单占比提升，新增资本的边际成本具备下行空间。在这一逻辑下，模型对本季度的关键假设包括更高的产能利用率与更好的经营杠杆传导至利润端。另一家机构在1月初将公司评级由低配上调至中性，体现出基于执行力与负面情绪缓和后的立场改观，但对估值与利润修复的观察期仍需更多经营数据支持。此外，多家机构的汇总评级显示偏“增持/买入”的取向，说明主流观点认为公司在产能落地与大客户交付方面具备实现预期的可能。综合这些观点，当前机构更偏向于在执行节奏改善、融资成本边际优化与技术路线清晰的框架下看待公司的基本面进展，并将本季度的验证点聚焦在营收兑现、毛利稳定与对未来几个季度的指引透明度上。","news_type":1,"symbols_score_info":{"CRWV":1}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536150615111016,"gmtCreate":1771917035572,"gmtModify":1771917037676,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"不错的变革","listText":"不错的变革","text":"不错的变革","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536150615111016","repostId":"2613821756","repostType":2,"repost":{"id":"2613821756","kind":"news","pubTimestamp":1771887805,"share":"https://www.laohu8.com/m/news/2613821756?lang=zh_CN&edition=full","pubTime":"2026-02-24 07:03","market":"us","language":"zh","title":"特朗普终止电车补贴，实则是特斯拉的“大利好”！","url":"https://stock-news.laohu8.com/highlight/detail?id=2613821756","media":"华尔街见闻","summary":"在美国，直接购买特斯拉汽车并不符合全额补贴的资格，取消补贴将给特斯拉的竞争对手带来更大的损失。也难怪马斯克对特朗普取消电动补贴的计划表示赞同。特斯拉的代表告诉特朗普的过渡委员会，他们支持取消这个补贴。自特朗普当选以来以来，特斯拉的市值增加了3000亿美元，这一数字超过了福特、通用汽车和 Stellantis 的总市值。","content":"<p>在美国，直接购买<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>汽车并不符合全额补贴的资格，取消补贴将给特斯拉的竞争对手带来更大的损失。</p><p>特朗普终止电车补贴的计划，对 <a href=\"https://laohu8.com/S/TSLA.US\">特斯拉 </a> 来说可能是件好事，因为这将给它的竞争对手带来更大的损失。</p><p>当地时间周四，媒体报道称，美国当选总统唐纳德·特朗普的过渡团队计划取消消费者购买电动汽车时可获得的7500美元税收优惠。这项优惠补贴是拜登总统的《通胀削减法案》(IRA) 的核心措施之一。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c2196de8ba412c60c22ab491af7b1409\" tg-width=\"1\" tg-height=\"1\"></p><p>受该消息影响，电动车股集体大跌，Nikola收跌22.76%，<a href=\"https://laohu8.com/S/ZK\">极氪</a>ADR收跌23.68%， “特斯拉劲敌”<a href=\"https://laohu8.com/S/RIVN\">Rivian</a>收跌14.3%，特斯拉收跌5.77%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d145e3ca26553c9a3dc5c084352bb29f\" tg-width=\"1024\" tg-height=\"677\"></p><p>Wedbush分析师Dan Ives表示，“特朗普当选总统对电动汽车行业来说总体上是负面消息，然而我们认为这对特斯拉来说却是一个巨大的利好。”</p><p>利好的原因在于，特斯拉向来不是这项补贴的最大受益方，相较于直接卖车的特斯拉，这项补贴对于通过“租赁漏洞”来享受税收优惠的其它汽车厂商更为有利。</p><p>在美国，大多数消费者直接购买的汽车并不符合全额补贴的资格，因为它们的许多零部件或材料都来自海外，但租赁汽车不存在这些要求，消费者可以通过租赁来享受补贴。</p><p>这也导致了美国电动车租赁激增。有数据统计，在美国出售的电动车中，有接近60%为长租而非直接购买。特斯拉是个例外，其商业模式更倾向于通过直接销售来获得利润，而非租赁。特斯拉认为，过度依赖租赁模式会导致车辆的残值下滑。</p><p>相反，很多其他汽车制造商在定价时已经考虑到税收激励，补贴越大，产品对消费者的吸引力就越强。如果没有这些补贴，汽车制造商可能不得不降低价格以减少亏损，或者面临失去部分客户的风险。</p><p>而且，在激烈的价格战下，特斯拉电动车依然能够盈利，而美国其它汽车制造商在电动车业务上一直是亏钱的，很多厂商十分依赖电动车补贴来减少亏损。</p><p>也难怪马斯克对特朗普取消电动补贴的计划表示赞同。特斯拉的代表告诉特朗普的过渡委员会，他们支持取消这个补贴。马斯克今年早些时候表示，取消补贴可能会对特斯拉的销量造成轻微影响，但会对竞争对手造成更大的打击，其中包括<a href=\"https://laohu8.com/S/GM\">通用汽车</a>等传统车企。</p><p>自特朗普当选以来以来，特斯拉的市值增加了3000亿美元，这一数字超过了<a href=\"https://laohu8.com/S/F\">福特</a>、通用汽车和 Stellantis 的总市值。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6cfda55ae430010b8f64c4e42870640d\" tg-width=\"750\" tg-height=\"490\"></p><p>编辑/Somer</p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特朗普终止电车补贴，实则是特斯拉的“大利好”！</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{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普终止电车补贴，实则是特斯拉的“大利好”！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-24 07:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224070335a4c04279&s=b><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在美国，直接购买特斯拉汽车并不符合全额补贴的资格，取消补贴将给特斯拉的竞争对手带来更大的损失。特朗普终止电车补贴的计划，对 特斯拉  来说可能是件好事，因为这将给它的竞争对手带来更大的损失。当地时间周四，媒体报道称，美国当选总统唐纳德·特朗普的过渡团队计划取消消费者购买电动汽车时可获得的7500美元税收优惠。这项优惠补贴是拜登总统的《通胀削减法案》(IRA) 的核心措施之一。受该消息影响，电动车股...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224070335a4c04279&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY 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ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","07766":"南方两倍做多特斯拉","TSLZ":"2倍做空TSLA ETF-T-Rex","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","BK4588":"碎股","BK4550":"红杉资本持仓","LU2063271972.USD":"富兰克林创新领域基金"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224070335a4c04279&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2613821756","content_text":"在美国，直接购买特斯拉汽车并不符合全额补贴的资格，取消补贴将给特斯拉的竞争对手带来更大的损失。特朗普终止电车补贴的计划，对 特斯拉  来说可能是件好事，因为这将给它的竞争对手带来更大的损失。当地时间周四，媒体报道称，美国当选总统唐纳德·特朗普的过渡团队计划取消消费者购买电动汽车时可获得的7500美元税收优惠。这项优惠补贴是拜登总统的《通胀削减法案》(IRA) 的核心措施之一。受该消息影响，电动车股集体大跌，Nikola收跌22.76%，极氪ADR收跌23.68%， “特斯拉劲敌”Rivian收跌14.3%，特斯拉收跌5.77%。Wedbush分析师Dan Ives表示，“特朗普当选总统对电动汽车行业来说总体上是负面消息，然而我们认为这对特斯拉来说却是一个巨大的利好。”利好的原因在于，特斯拉向来不是这项补贴的最大受益方，相较于直接卖车的特斯拉，这项补贴对于通过“租赁漏洞”来享受税收优惠的其它汽车厂商更为有利。在美国，大多数消费者直接购买的汽车并不符合全额补贴的资格，因为它们的许多零部件或材料都来自海外，但租赁汽车不存在这些要求，消费者可以通过租赁来享受补贴。这也导致了美国电动车租赁激增。有数据统计，在美国出售的电动车中，有接近60%为长租而非直接购买。特斯拉是个例外，其商业模式更倾向于通过直接销售来获得利润，而非租赁。特斯拉认为，过度依赖租赁模式会导致车辆的残值下滑。相反，很多其他汽车制造商在定价时已经考虑到税收激励，补贴越大，产品对消费者的吸引力就越强。如果没有这些补贴，汽车制造商可能不得不降低价格以减少亏损，或者面临失去部分客户的风险。而且，在激烈的价格战下，特斯拉电动车依然能够盈利，而美国其它汽车制造商在电动车业务上一直是亏钱的，很多厂商十分依赖电动车补贴来减少亏损。也难怪马斯克对特朗普取消电动补贴的计划表示赞同。特斯拉的代表告诉特朗普的过渡委员会，他们支持取消这个补贴。马斯克今年早些时候表示，取消补贴可能会对特斯拉的销量造成轻微影响，但会对竞争对手造成更大的打击，其中包括通用汽车等传统车企。自特朗普当选以来以来，特斯拉的市值增加了3000亿美元，这一数字超过了福特、通用汽车和 Stellantis 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不错的变革","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534637047476824","isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":534544866784952,"gmtCreate":1771523237532,"gmtModify":1771523239749,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"htmlText":"60000","listText":"60000","text":"60000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534544866784952","repostId":"534159253607104","repostType":1,"repost":{"id":534159253607104,"gmtCreate":1771430859175,"gmtModify":1771513329945,"author":{"id":"3503916327458917","authorId":"3503916327458917","name":"大饼预言家","avatar":"https://static.tigerbbs.com/338f7b98194d5d6225dd2e85ecefc027","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503916327458917","authorIdStr":"3503916327458917"},"themes":[],"title":"比特币跌破6万美元，本轮熊市会跌到多少？","htmlText":"自从去年10月7日，大饼在12.6万见顶以来，币圈就进入熊市了。既然是熊市，这轮熊市会跌到多少？&nbsp; 我们可以通过2种方法进行估算。第1种方法，根据现在的走势，估算熊市跌幅的衰减程度。 大饼历史上每轮熊市的跌幅，都是越来越少的，呈现线性衰减的趋势。所以这轮熊市的跌幅，会小于上一轮的77.6%，但具体是多少呢，就要进行估算。 根据前3轮熊市的跌幅，用二次函数来进行回归，可以得到一个方程，y=-1.85x^2 + 2.75x + 86.0 y是熊市跌幅，x是熊市的次数，我们把4代入上面的式子，可以得到本轮熊市跌幅67.4%。 如果本轮熊市跌幅是67.4%，符合数学规律吗？我们可以和前几轮熊市跌幅对比一下。 2018年下跌84.1%，相比于2014年的86.9%，衰减比例是84.1%÷86.9%=96.8% 2022年下跌77.6%，相比于2018年的84.1%，衰减比例是77.6%÷84.1%=92.2% 观察前面3轮熊市的表现，每轮的跌幅在减少，同时衰减比例也在减少。 如果2026年下跌67.4%，相比于2022年的77.6%，衰减比例是67.4%÷77.6%=86.9%。&nbsp; 从数学上来说，是符合规律的。接着，我们从技术分析的角度看一下。 本轮熊市从12.6万跌到6万，跌幅52.5%。这轮熊市经历了3个阶段，首先是从12.6万跌到8万，随后在8万企稳，横盘了2个月，接着从8万跌到6万。 这3段行情，几乎就是重演了2022年的熊市。&nbsp; 2022年从6.9万跌到2.6万的这个过程，同样经历了先下跌，后盘整，继续下跌。 只不过2026年从12.6万跌到6万，跌幅52.5%。刻舟求剑对照2022年从6.9万跌到2.6万，跌幅61.5%。 衰减比例是52.5%÷61.5%=85.4%，和前面二次函数测算的结果，刚好对上了。 所以，预计本轮熊市底部是12620","listText":"自从去年10月7日，大饼在12.6万见顶以来，币圈就进入熊市了。既然是熊市，这轮熊市会跌到多少？&nbsp; 我们可以通过2种方法进行估算。第1种方法，根据现在的走势，估算熊市跌幅的衰减程度。 大饼历史上每轮熊市的跌幅，都是越来越少的，呈现线性衰减的趋势。所以这轮熊市的跌幅，会小于上一轮的77.6%，但具体是多少呢，就要进行估算。 根据前3轮熊市的跌幅，用二次函数来进行回归，可以得到一个方程，y=-1.85x^2 + 2.75x + 86.0 y是熊市跌幅，x是熊市的次数，我们把4代入上面的式子，可以得到本轮熊市跌幅67.4%。 如果本轮熊市跌幅是67.4%，符合数学规律吗？我们可以和前几轮熊市跌幅对比一下。 2018年下跌84.1%，相比于2014年的86.9%，衰减比例是84.1%÷86.9%=96.8% 2022年下跌77.6%，相比于2018年的84.1%，衰减比例是77.6%÷84.1%=92.2% 观察前面3轮熊市的表现，每轮的跌幅在减少，同时衰减比例也在减少。 如果2026年下跌67.4%，相比于2022年的77.6%，衰减比例是67.4%÷77.6%=86.9%。&nbsp; 从数学上来说，是符合规律的。接着，我们从技术分析的角度看一下。 本轮熊市从12.6万跌到6万，跌幅52.5%。这轮熊市经历了3个阶段，首先是从12.6万跌到8万，随后在8万企稳，横盘了2个月，接着从8万跌到6万。 这3段行情，几乎就是重演了2022年的熊市。&nbsp; 2022年从6.9万跌到2.6万的这个过程，同样经历了先下跌，后盘整，继续下跌。 只不过2026年从12.6万跌到6万，跌幅52.5%。刻舟求剑对照2022年从6.9万跌到2.6万，跌幅61.5%。 衰减比例是52.5%÷61.5%=85.4%，和前面二次函数测算的结果，刚好对上了。 所以，预计本轮熊市底部是12620","text":"自从去年10月7日，大饼在12.6万见顶以来，币圈就进入熊市了。既然是熊市，这轮熊市会跌到多少？ 我们可以通过2种方法进行估算。第1种方法，根据现在的走势，估算熊市跌幅的衰减程度。 大饼历史上每轮熊市的跌幅，都是越来越少的，呈现线性衰减的趋势。所以这轮熊市的跌幅，会小于上一轮的77.6%，但具体是多少呢，就要进行估算。 根据前3轮熊市的跌幅，用二次函数来进行回归，可以得到一个方程，y=-1.85x^2 + 2.75x + 86.0 y是熊市跌幅，x是熊市的次数，我们把4代入上面的式子，可以得到本轮熊市跌幅67.4%。 如果本轮熊市跌幅是67.4%，符合数学规律吗？我们可以和前几轮熊市跌幅对比一下。 2018年下跌84.1%，相比于2014年的86.9%，衰减比例是84.1%÷86.9%=96.8% 2022年下跌77.6%，相比于2018年的84.1%，衰减比例是77.6%÷84.1%=92.2% 观察前面3轮熊市的表现，每轮的跌幅在减少，同时衰减比例也在减少。 如果2026年下跌67.4%，相比于2022年的77.6%，衰减比例是67.4%÷77.6%=86.9%。 从数学上来说，是符合规律的。接着，我们从技术分析的角度看一下。 本轮熊市从12.6万跌到6万，跌幅52.5%。这轮熊市经历了3个阶段，首先是从12.6万跌到8万，随后在8万企稳，横盘了2个月，接着从8万跌到6万。 这3段行情，几乎就是重演了2022年的熊市。 2022年从6.9万跌到2.6万的这个过程，同样经历了先下跌，后盘整，继续下跌。 只不过2026年从12.6万跌到6万，跌幅52.5%。刻舟求剑对照2022年从6.9万跌到2.6万，跌幅61.5%。 衰减比例是52.5%÷61.5%=85.4%，和前面二次函数测算的结果，刚好对上了。 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22:29","market":"us","language":"zh","title":"开盘｜美股低开，RELY暴涨超24%，DoorDash、Etsy涨超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1160994376","media":"老虎资讯综合","summary":"标普500指数开盘下跌24.66点，跌幅0.36%。","content":"<html><head></head><body><p>2月19日（周四），纳斯达克综合指数开盘下跌89.45点，跌幅0.39%，报22664.19点；标普500指数开盘下跌24.66点，跌幅0.36%，报6856.66点；道琼斯指数开盘下跌211.84点，跌幅0.43%，报49450.82点。</p><p><a href=\"https://laohu8.com/S/RELY\">Remitly Global, Inc.</a> 暴涨超24%。公司四季度收入达到4.422亿美元，高于分析师预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b45f7ad60ae42280219bd71aeba85ac2\" tg-width=\"560\" tg-height=\"240\"/></p><p>DoorDash涨超4%。DoorDash四季度营收同比增长38%，本季度订单增长超预期。</p><p>Etsy涨超4%。Etsy已同意将旗下二手时尚交易平台Depop出售给竞争对手eBay。</p><p>eBay涨1.5%。eBay第四季度业绩好于预期，并发布了强劲的业绩指引。</p><p>特斯拉跌超1%，纽约州州长霍楚尔撤回在纽约市外推出无人驾驶出租车的提案。</p><p>二手车交易商Carvana跌超8%。Carvana四季度调整后EBITDA低于市场普遍预期。车辆检查、维修和细节处理等方面的支出高于预期，零售折旧率上升带来成本压力。</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>开盘｜美股低开，RELY暴涨超24%，DoorDash、Etsy涨超4%</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开盘｜美股低开，RELY暴涨超24%，DoorDash、Etsy涨超4%\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\">2026-02-19 22:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月19日（周四），纳斯达克综合指数开盘下跌89.45点，跌幅0.39%，报22664.19点；标普500指数开盘下跌24.66点，跌幅0.36%，报6856.66点；道琼斯指数开盘下跌211.84点，跌幅0.43%，报49450.82点。</p><p><a href=\"https://laohu8.com/S/RELY\">Remitly Global, Inc.</a> 暴涨超24%。公司四季度收入达到4.422亿美元，高于分析师预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b45f7ad60ae42280219bd71aeba85ac2\" tg-width=\"560\" tg-height=\"240\"/></p><p>DoorDash涨超4%。DoorDash四季度营收同比增长38%，本季度订单增长超预期。</p><p>Etsy涨超4%。Etsy已同意将旗下二手时尚交易平台Depop出售给竞争对手eBay。</p><p>eBay涨1.5%。eBay第四季度业绩好于预期，并发布了强劲的业绩指引。</p><p>特斯拉跌超1%，纽约州州长霍楚尔撤回在纽约市外推出无人驾驶出租车的提案。</p><p>二手车交易商Carvana跌超8%。Carvana四季度调整后EBITDA低于市场普遍预期。车辆检查、维修和细节处理等方面的支出高于预期，零售折旧率上升带来成本压力。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160994376","content_text":"2月19日（周四），纳斯达克综合指数开盘下跌89.45点，跌幅0.39%，报22664.19点；标普500指数开盘下跌24.66点，跌幅0.36%，报6856.66点；道琼斯指数开盘下跌211.84点，跌幅0.43%，报49450.82点。Remitly Global, Inc. 暴涨超24%。公司四季度收入达到4.422亿美元，高于分析师预期。DoorDash涨超4%。DoorDash四季度营收同比增长38%，本季度订单增长超预期。Etsy涨超4%。Etsy已同意将旗下二手时尚交易平台Depop出售给竞争对手eBay。eBay涨1.5%。eBay第四季度业绩好于预期，并发布了强劲的业绩指引。特斯拉跌超1%，纽约州州长霍楚尔撤回在纽约市外推出无人驾驶出租车的提案。二手车交易商Carvana跌超8%。Carvana四季度调整后EBITDA低于市场普遍预期。车辆检查、维修和细节处理等方面的支出高于预期，零售折旧率上升带来成本压力。","news_type":1,"symbols_score_info":{".IXIC":2,".SPX":2,".DJI":2}},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":534536994865400,"gmtCreate":1771523166548,"gmtModify":1771523168993,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"疯狂动物城","listText":"疯狂动物城","text":"疯狂动物城","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534536994865400","repostId":"1139916286","repostType":4,"repost":{"id":"1139916286","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1771512180,"share":"https://www.laohu8.com/m/news/1139916286?lang=zh_CN&edition=full","pubTime":"2026-02-19 22:43","market":"us","language":"zh","title":"迪尔股份第一财季营收强劲远超预期，上调全年盈利展望","url":"https://stock-news.laohu8.com/highlight/detail?id=1139916286","media":"异动解读","summary":"第一季度营收达到96.1亿美元。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/DE\">迪尔股份有限公司</a>上调了2026财年净利润预期，预计将在45亿至50亿美元之间，高于此前预测的40亿至47.5亿美元。同时，公司公布的第一财季营收达到96.1亿美元，远超分析师预期的76.9亿美元，业绩表现强劲。</p><p>迪尔股份第一财季每股收益为2.42美元，高于分析师预期的2.06美元。</p><p>公司表示，建筑和小型农业业务出现反弹，加之此前实施的成本削减措施有效缓解了设备需求疲软的影响。</p><p>首席执行官约翰·梅指出，虽然全球大型农业仍面临挑战，但对建筑业和小型农业需求的持续复苏感到鼓舞，并认为2026年是当前周期的底部。</p><p>迪尔股份周四盘初拉升涨超9%，创历史新高。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d611ef469cf6694fc1ce8f928ee0373\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>迪尔股份第一财季营收强劲远超预期，上调全年盈利展望</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迪尔股份第一财季营收强劲远超预期，上调全年盈利展望\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2026-02-19 22:43</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/DE\">迪尔股份有限公司</a>上调了2026财年净利润预期，预计将在45亿至50亿美元之间，高于此前预测的40亿至47.5亿美元。同时，公司公布的第一财季营收达到96.1亿美元，远超分析师预期的76.9亿美元，业绩表现强劲。</p><p>迪尔股份第一财季每股收益为2.42美元，高于分析师预期的2.06美元。</p><p>公司表示，建筑和小型农业业务出现反弹，加之此前实施的成本削减措施有效缓解了设备需求疲软的影响。</p><p>首席执行官约翰·梅指出，虽然全球大型农业仍面临挑战，但对建筑业和小型农业需求的持续复苏感到鼓舞，并认为2026年是当前周期的底部。</p><p>迪尔股份周四盘初拉升涨超9%，创历史新高。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d611ef469cf6694fc1ce8f928ee0373\" 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/c93833cdb785131a9d5f28fd949e213a","relate_stocks":{"DE":"迪尔股份有限公司"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139916286","content_text":"迪尔股份有限公司上调了2026财年净利润预期，预计将在45亿至50亿美元之间，高于此前预测的40亿至47.5亿美元。同时，公司公布的第一财季营收达到96.1亿美元，远超分析师预期的76.9亿美元，业绩表现强劲。迪尔股份第一财季每股收益为2.42美元，高于分析师预期的2.06美元。公司表示，建筑和小型农业业务出现反弹，加之此前实施的成本削减措施有效缓解了设备需求疲软的影响。首席执行官约翰·梅指出，虽然全球大型农业仍面临挑战，但对建筑业和小型农业需求的持续复苏感到鼓舞，并认为2026年是当前周期的底部。迪尔股份周四盘初拉升涨超9%，创历史新高。","news_type":1,"symbols_score_info":{"DE":1}},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":534537259389224,"gmtCreate":1771523144963,"gmtModify":1771523147304,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"换就换吧好好","listText":"换就换吧好好","text":"换就换吧好好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534537259389224","repostId":"1181081474","repostType":4,"repost":{"id":"1181081474","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":1771514440,"share":"https://www.laohu8.com/m/news/1181081474?lang=zh_CN&edition=full","pubTime":"2026-02-19 23:20","market":"us","language":"zh","title":"闪迪快速拉升，消息称三星电子正就新一代HBM4芯片展开价格谈判","url":"https://stock-news.laohu8.com/highlight/detail?id=1181081474","media":"老虎资讯综合","summary":"报价较上代产品高出最多30%。","content":"<html><head></head><body><p>周四， <a href=\"https://laohu8.com/S/SNDK\">闪迪</a> 盘中快速拉升涨超5%，盘初曾跌超1%。同时， <a href=\"https://laohu8.com/S/MU\">美光科技</a> 、 <a href=\"https://laohu8.com/S/WDC\">西部数据</a> 、 <a href=\"https://laohu8.com/S/STX\">希捷科技</a> 跌幅收窄。消息称三星电子正就新一代HBM4芯片展开价格谈判，报价较上代产品高出最多30%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3c575be912a67e55395cca3f88e8b49\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>闪迪快速拉升，消息称三星电子正就新一代HBM4芯片展开价格谈判</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{ 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23:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四， <a href=\"https://laohu8.com/S/SNDK\">闪迪</a> 盘中快速拉升涨超5%，盘初曾跌超1%。同时， <a href=\"https://laohu8.com/S/MU\">美光科技</a> 、 <a href=\"https://laohu8.com/S/WDC\">西部数据</a> 、 <a href=\"https://laohu8.com/S/STX\">希捷科技</a> 跌幅收窄。消息称三星电子正就新一代HBM4芯片展开价格谈判，报价较上代产品高出最多30%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3c575be912a67e55395cca3f88e8b49\" 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/a524385ab27392fd5f52a32e6a557b9c","relate_stocks":{"MU":"美光科技","STX":"希捷科技","SNDK":"闪迪","WDC":"西部数据"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181081474","content_text":"周四， 闪迪 盘中快速拉升涨超5%，盘初曾跌超1%。同时， 美光科技 、 西部数据 、 希捷科技 跌幅收窄。消息称三星电子正就新一代HBM4芯片展开价格谈判，报价较上代产品高出最多30%。","news_type":1,"symbols_score_info":{"MU":2,"STX":2,"SNDK":2,"WDC":2}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531689400795264,"gmtCreate":1770792385967,"gmtModify":1770792388174,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"寻凶多吉少。","listText":"寻凶多吉少。","text":"寻凶多吉少。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531689400795264","repostId":"1143021946","repostType":2,"repost":{"id":"1143021946","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1770738416,"share":"https://www.laohu8.com/m/news/1143021946?lang=zh_CN&edition=full","pubTime":"2026-02-10 23:46","market":"nz","language":"zh","title":"异动解读 | 美元企稳叠加获利了结压力，2倍做多白银ETF盘中大跌7.81%","url":"https://stock-news.laohu8.com/highlight/detail?id=1143021946","media":"异动解读","summary":"2倍做多白银ETF-ProShares今日盘中大幅下跌7.81%，引起了市场的广泛关注。消息面上，此次下跌主要与基础资产现货白银价格的走弱密切相关。在亚洲交易时段，现货白银价格显著下挫，同时美元指数在经历此前下跌后出现企稳迹象。由于白银等贵金属以美元计价，美元的走强通常会对价格形成压力，进而拖累与之紧密相关的杠杆ETF产品。","content":"<p>2倍做多白银ETF-ProShares（AGQ）今日盘中大幅下跌7.81%，引起了市场的广泛关注。</p><p>消息面上，此次下跌主要与基础资产现货白银价格的走弱密切相关。在亚洲交易时段，现货白银价格显著下挫，同时美元指数在经历此前下跌后出现企稳迹象。由于白银等贵金属以美元计价，美元的走强通常会对价格形成压力，进而拖累与之紧密相关的杠杆ETF产品。</p><p>此外，市场分析指出，白银市场近期经历了罕见的“七西格玛”级剧烈波动，在前期大幅上涨后积累了大量的获利盘，部分投资者选择获利了结，形成了抛售压力。同时，芝加哥商品交易所（CME）上调了白银期货的保证金要求，这提高了交易门槛，可能导致一些高杠杆投资者被迫平仓。投资者也将注意力转向本周即将发布的美国零售销售、通胀及就业等关键经济数据，以研判美联储未来的货币政策路径，这种观望情绪可能进一步放大了市场的波动性。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读 | 美元企稳叠加获利了结压力，2倍做多白银ETF盘中大跌7.81%</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/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2026-02-10 23:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2倍做多白银ETF-ProShares（AGQ）今日盘中大幅下跌7.81%，引起了市场的广泛关注。</p><p>消息面上，此次下跌主要与基础资产现货白银价格的走弱密切相关。在亚洲交易时段，现货白银价格显著下挫，同时美元指数在经历此前下跌后出现企稳迹象。由于白银等贵金属以美元计价，美元的走强通常会对价格形成压力，进而拖累与之紧密相关的杠杆ETF产品。</p><p>此外，市场分析指出，白银市场近期经历了罕见的“七西格玛”级剧烈波动，在前期大幅上涨后积累了大量的获利盘，部分投资者选择获利了结，形成了抛售压力。同时，芝加哥商品交易所（CME）上调了白银期货的保证金要求，这提高了交易门槛，可能导致一些高杠杆投资者被迫平仓。投资者也将注意力转向本周即将发布的美国零售销售、通胀及就业等关键经济数据，以研判美联储未来的货币政策路径，这种观望情绪可能进一步放大了市场的波动性。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AGQ":"2倍做多白银ETF-ProShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143021946","content_text":"2倍做多白银ETF-ProShares（AGQ）今日盘中大幅下跌7.81%，引起了市场的广泛关注。消息面上，此次下跌主要与基础资产现货白银价格的走弱密切相关。在亚洲交易时段，现货白银价格显著下挫，同时美元指数在经历此前下跌后出现企稳迹象。由于白银等贵金属以美元计价，美元的走强通常会对价格形成压力，进而拖累与之紧密相关的杠杆ETF产品。此外，市场分析指出，白银市场近期经历了罕见的“七西格玛”级剧烈波动，在前期大幅上涨后积累了大量的获利盘，部分投资者选择获利了结，形成了抛售压力。同时，芝加哥商品交易所（CME）上调了白银期货的保证金要求，这提高了交易门槛，可能导致一些高杠杆投资者被迫平仓。投资者也将注意力转向本周即将发布的美国零售销售、通胀及就业等关键经济数据，以研判美联储未来的货币政策路径，这种观望情绪可能进一步放大了市场的波动性。","news_type":1,"symbols_score_info":{"AGQ":1}},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531551382987808,"gmtCreate":1770792371407,"gmtModify":1770792373500,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"🐮4️⃣4️⃣","listText":"🐮4️⃣4️⃣","text":"🐮4️⃣4️⃣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531551382987808","repostId":"1166009332","repostType":4,"repost":{"id":"1166009332","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":1770734921,"share":"https://www.laohu8.com/m/news/1166009332?lang=zh_CN&edition=full","pubTime":"2026-02-10 22:48","market":"us","language":"zh","title":"“木头姐”认为特斯拉可以达到100万亿美元市值，马斯克称“并非不可能”","url":"https://stock-news.laohu8.com/highlight/detail?id=1166009332","media":"老虎资讯综合","summary":"需要付出巨大的努力并且要有十足的运气。","content":"<html><head></head><body><p>周二， <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 盘初涨超1%。消息面上，ARK Invest掌门人“木头姐”Cathie Wood日前在一场公开对话中表示，考虑到特斯拉横跨多个行业的长远野心，该车企有望实现100万亿美元的市值。马斯克对此评论称：“显然，要实现这样的结果，需要付出极其巨大的努力并且要有十足的运气！我只是想说，这并非完全不可能。”。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a19f58bc3aea26807b3474018306259\" tg-width=\"560\" tg-height=\"240\"/></p><p>此外，据特斯拉微博消息，赛博无人驾驶电动车Tesla Cybercab将在得州超级工厂开启量产并投入运营。</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>“木头姐”认为特斯拉可以达到100万亿美元市值，马斯克称“并非不可能”</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{ 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class=\"h-time\">2026-02-10 22:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二， <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 盘初涨超1%。消息面上，ARK Invest掌门人“木头姐”Cathie Wood日前在一场公开对话中表示，考虑到特斯拉横跨多个行业的长远野心，该车企有望实现100万亿美元的市值。马斯克对此评论称：“显然，要实现这样的结果，需要付出极其巨大的努力并且要有十足的运气！我只是想说，这并非完全不可能。”。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a19f58bc3aea26807b3474018306259\" tg-width=\"560\" tg-height=\"240\"/></p><p>此外，据特斯拉微博消息，赛博无人驾驶电动车Tesla Cybercab将在得州超级工厂开启量产并投入运营。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166009332","content_text":"周二， 特斯拉 盘初涨超1%。消息面上，ARK Invest掌门人“木头姐”Cathie Wood日前在一场公开对话中表示，考虑到特斯拉横跨多个行业的长远野心，该车企有望实现100万亿美元的市值。马斯克对此评论称：“显然，要实现这样的结果，需要付出极其巨大的努力并且要有十足的运气！我只是想说，这并非完全不可能。”。此外，据特斯拉微博消息，赛博无人驾驶电动车Tesla Cybercab将在得州超级工厂开启量产并投入运营。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":531543557064304,"gmtCreate":1770792342625,"gmtModify":1770792344710,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"调调整，再见！","listText":"调调整，再见！","text":"调调整，再见！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531543557064304","repostId":"1139849136","repostType":4,"repost":{"id":"1139849136","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":1770776326,"share":"https://www.laohu8.com/m/news/1139849136?lang=zh_CN&edition=full","pubTime":"2026-02-11 10:18","market":"hk","language":"zh","title":"港股异动 | 智谱盘中涨超8%，GLM-5新模型发布在即，智谱本周累计涨幅已超七成","url":"https://stock-news.laohu8.com/highlight/detail?id=1139849136","media":"老虎资讯综合","summary":"2月11日，$智谱$盘中涨超8%，GLM-5新模型发布在即，智谱本周累计涨幅已超七成消息面上，近日，全球模型服务平台OpenRouter上线了一款代号为“Pony Alpha”的匿名模型，引发全网关注。据第一财经报道，据知情人士处消息，智谱目前有相关保密项目在推进中，该神秘模型，是智谱即将发布新一代模型GLM-5。据悉，智谱首席科学家唐杰2月初明确表示最近智谱将发布GLM-5。","content":"<html><head></head><body><p>2月11日，<a href=\"https://laohu8.com/S/02513\">智谱</a>盘中涨超8%，GLM-5新模型发布在即，智谱本周累计涨幅已超七成</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a439fecdba4195bbbc8c7b563ff69e13\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，近日，全球模型服务平台OpenRouter上线了一款代号为“Pony Alpha”的匿名模型，引发全网关注。据第一财经报道，据知情人士处消息，智谱目前有相关保密项目在推进中，该神秘模型，是智谱即将发布新一代模型GLM-5。据悉，智谱首席科学家唐杰2月初明确表示最近智谱将发布GLM-5。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/000776\">广发证券</a>此前发布研报称，作为国内领先的大模型服务提供商，智谱以自研GLM基座大模型为核心，形成了包括多模态、Agent和Coding完整的模型<a href=\"https://laohu8.com/S/301365\">矩阵</a>，为企业客户提供API服务、本地化部署与行业解决方案。该行预计公司2025-2027年营收保持高速增长，规模效应逐步显现，长期盈利具备较强确定性。</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>港股异动 | 智谱盘中涨超8%，GLM-5新模型发布在即，智谱本周累计涨幅已超七成</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{ 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}\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港股异动 | 智谱盘中涨超8%，GLM-5新模型发布在即，智谱本周累计涨幅已超七成\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\">2026-02-11 10:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月11日，<a href=\"https://laohu8.com/S/02513\">智谱</a>盘中涨超8%，GLM-5新模型发布在即，智谱本周累计涨幅已超七成</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a439fecdba4195bbbc8c7b563ff69e13\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，近日，全球模型服务平台OpenRouter上线了一款代号为“Pony Alpha”的匿名模型，引发全网关注。据第一财经报道，据知情人士处消息，智谱目前有相关保密项目在推进中，该神秘模型，是智谱即将发布新一代模型GLM-5。据悉，智谱首席科学家唐杰2月初明确表示最近智谱将发布GLM-5。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/000776\">广发证券</a>此前发布研报称，作为国内领先的大模型服务提供商，智谱以自研GLM基座大模型为核心，形成了包括多模态、Agent和Coding完整的模型<a href=\"https://laohu8.com/S/301365\">矩阵</a>，为企业客户提供API服务、本地化部署与行业解决方案。该行预计公司2025-2027年营收保持高速增长，规模效应逐步显现，长期盈利具备较强确定性。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/2f74675d929f3c6cda282d67cd5d88b3","relate_stocks":{"02513":"智谱","BK4585":"ETF&股票定投概念","BK1117":"系统软件","BK4588":"碎股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139849136","content_text":"2月11日，智谱盘中涨超8%，GLM-5新模型发布在即，智谱本周累计涨幅已超七成消息面上，近日，全球模型服务平台OpenRouter上线了一款代号为“Pony Alpha”的匿名模型，引发全网关注。据第一财经报道，据知情人士处消息，智谱目前有相关保密项目在推进中，该神秘模型，是智谱即将发布新一代模型GLM-5。据悉，智谱首席科学家唐杰2月初明确表示最近智谱将发布GLM-5。广发证券此前发布研报称，作为国内领先的大模型服务提供商，智谱以自研GLM基座大模型为核心，形成了包括多模态、Agent和Coding完整的模型矩阵，为企业客户提供API服务、本地化部署与行业解决方案。该行预计公司2025-2027年营收保持高速增长，规模效应逐步显现，长期盈利具备较强确定性。","news_type":1,"symbols_score_info":{"02513":1.5}},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531543883227152,"gmtCreate":1770792324276,"gmtModify":1770795273980,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"一夜情","listText":"一夜情","text":"一夜情","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531543883227152","repostId":"1103911889","repostType":4,"repost":{"id":"1103911889","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":1770780178,"share":"https://www.laohu8.com/m/news/1103911889?lang=zh_CN&edition=full","pubTime":"2026-02-11 11:22","market":"hk","language":"zh","title":"港股异动 | 稀土概念板块涨幅居前，金力永磁涨超6%，稀土价格持续攀升，机构称板块将演化估值业绩双升","url":"https://stock-news.laohu8.com/highlight/detail?id=1103911889","media":"老虎资讯综合","summary":"2月11日，稀土概念板块涨幅居前，金力永磁涨超6%，稀土价格持续攀升，机构称板块将演化估值业绩双升。消息面上，据包头稀土产品交易所消息，2月10日稀土主流产品价格整体上行。国投证券近期指出，1月以来稀土持续上涨。国金证券认为，稀土板块将继续演化估值业绩双升，2026年亦为重点标的同业竞争解决的关键一年。","content":"<html><head></head><body><p>2月11日，稀土概念板块涨幅居前，金力永磁涨超6%，稀土价格持续攀升，机构称板块将演化估值业绩双升。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e90786a9f42508747f20d8b2964e8664\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，据包头稀土产品交易所消息，2月10日稀土主流产品价格整体上行。氧化镨钕均价85.02万元/吨，上涨5.14万元/吨；金属镨钕均价101.60万元/吨，上涨3.97万元/吨；氧化镝均价141.22万元/吨，上涨1.14万元/吨；氧化铽均价623.43万元/吨，上涨2.00万元/吨。</p><p style=\"text-align: justify;\">国投证券近期指出，1月以来稀土持续上涨。预计白名单和配额指标刚性制约26年供给，预计内外需求稳定增长，新一轮补库周期可能启动，看好26年稀土中枢价格上涨。稀土市场受宏观情绪影响较小，后续关注板块配置机会。国金证券认为，稀土板块将继续演化估值业绩双升，2026年亦为重点标的同业竞争解决的关键一年。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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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\">2026-02-11 11:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月11日，稀土概念板块涨幅居前，金力永磁涨超6%，稀土价格持续攀升，机构称板块将演化估值业绩双升。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e90786a9f42508747f20d8b2964e8664\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，据包头稀土产品交易所消息，2月10日稀土主流产品价格整体上行。氧化镨钕均价85.02万元/吨，上涨5.14万元/吨；金属镨钕均价101.60万元/吨，上涨3.97万元/吨；氧化镝均价141.22万元/吨，上涨1.14万元/吨；氧化铽均价623.43万元/吨，上涨2.00万元/吨。</p><p style=\"text-align: justify;\">国投证券近期指出，1月以来稀土持续上涨。预计白名单和配额指标刚性制约26年供给，预计内外需求稳定增长，新一轮补库周期可能启动，看好26年稀土中枢价格上涨。稀土市场受宏观情绪影响较小，后续关注板块配置机会。国金证券认为，稀土板块将继续演化估值业绩双升，2026年亦为重点标的同业竞争解决的关键一年。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/35b74edef993bb7bfa115a2aada3af75","relate_stocks":{"06680":"金力永磁"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103911889","content_text":"2月11日，稀土概念板块涨幅居前，金力永磁涨超6%，稀土价格持续攀升，机构称板块将演化估值业绩双升。消息面上，据包头稀土产品交易所消息，2月10日稀土主流产品价格整体上行。氧化镨钕均价85.02万元/吨，上涨5.14万元/吨；金属镨钕均价101.60万元/吨，上涨3.97万元/吨；氧化镝均价141.22万元/吨，上涨1.14万元/吨；氧化铽均价623.43万元/吨，上涨2.00万元/吨。国投证券近期指出，1月以来稀土持续上涨。预计白名单和配额指标刚性制约26年供给，预计内外需求稳定增长，新一轮补库周期可能启动，看好26年稀土中枢价格上涨。稀土市场受宏观情绪影响较小，后续关注板块配置机会。国金证券认为，稀土板块将继续演化估值业绩双升，2026年亦为重点标的同业竞争解决的关键一年。","news_type":1,"symbols_score_info":{"06680":2}},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531224837026528,"gmtCreate":1770714448911,"gmtModify":1770714451325,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"htmlText":"2026年的业绩增长指望它们，太乐观了点。","listText":"2026年的业绩增长指望它们，太乐观了点。","text":"2026年的业绩增长指望它们，太乐观了点。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531224837026528","isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530783157785584,"gmtCreate":1770606619245,"gmtModify":1770606621284,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"htmlText":"大饼黄金。","listText":"大饼黄金。","text":"大饼黄金。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530783157785584","isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530782994649384,"gmtCreate":1770606576423,"gmtModify":1770606578630,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"htmlText":"蓝图还是大饼？","listText":"蓝图还是大饼？","text":"蓝图还是大饼？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530782994649384","isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530607301400016,"gmtCreate":1770563694141,"gmtModify":1770563696432,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"htmlText":"以前难以判断。","listText":"以前难以判断。","text":"以前难以判断。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530607301400016","isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530184710764136,"gmtCreate":1770460592791,"gmtModify":1770460595385,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动","listText":"这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动","text":"这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530184710764136","repostId":"2609429512","repostType":4,"repost":{"id":"2609429512","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1770413875,"share":"https://www.laohu8.com/m/news/2609429512?lang=zh_CN&edition=full","pubTime":"2026-02-07 05:37","market":"hk","language":"zh","title":"巨头砸钱6500亿加剧担忧，黄仁勋“灭火”：AI需求火爆，庞大支出合理、可持续","url":"https://stock-news.laohu8.com/highlight/detail?id=2609429512","media":"华尔街见闻","summary":"黄仁勋周五称，这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动，AI已变得“非常有用且非常强大”，其采用率变得“极高”，只要人们继续为AI付费，英伟达盘中曾涨近9%。企业就能从中获利。周二软件股大跌后，他说，软件股抛售是“世界上最不合逻辑的事”，AI将使用软件这种工具，而不是重新发明。","content":"<html><head></head><body><blockquote><p>黄仁勋周五称，这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动，AI已变得“非常有用且非常强大”，其采用率变得“极高”，只要人们继续为AI付费，英伟达盘中曾涨近9%。企业就能从中获利。周二软件股大跌后，他说，软件股抛售是“世界上最不合逻辑的事”，AI将使用软件这种工具，而不是重新发明。</p></blockquote><p>在科技巨头不断加大AI领域支出激化市场的泡沫担忧之际，英伟达CEO黄仁勋公开发声“灭火”，为动辄数千亿美元的投入背书。</p><p style=\"text-align: justify;\">美东时间2月6日周五，黄仁勋在接受采访时表示，科技行业激增的AI基础设施资本支出是合理、恰当且可持续的，这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动。</p><p style=\"text-align: justify;\">黄仁勋作出上述表态当天，本周五AI概念股全线反弹。尾盘刷新日高时，英伟达股价涨至187美元，日内涨约8.8%，收涨近7.9%，扭转五连跌，摆脱周四所创去年12月17日以来收盘低谷，本周仍累跌约3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9828246cac6e0a6024adb932bb8ae38c\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">黄仁勋讲话正值投资者对持续高投入下AI能否获得可观的回报产生严重质疑，并且由于Anthropic发布的新工具引发了AI颠覆传统软件商业模式的恐慌，科技股惨遭抛售。高盛分析师甚至悲观地将当前的软件业与本世纪初被互联网颠覆的报纸类比。</p><p style=\"text-align: justify;\">周五的报道指出，过去两周公布的最新财报和指引以及此前公开的计划显示，2026年，英伟达的关键客户Meta、亚马逊、谷歌和微软的计划资本支出将合计达到约6500亿美元，较2025年增长约60%。6000多亿美元的支出规模远超全球多个中等经济体的GDP，其中大部分资金将用于购买英伟达的芯片。</p><p style=\"text-align: justify;\">华尔街见闻稍早提到，过去一周，市场对AI投资效率的担忧引发剧烈抛售。据FactSet数据，微软、英伟达、亚马逊、谷歌母公司Alphabet、Meta及甲骨文等科技巨头的市值累计蒸发约1.35万亿美元。</p><p style=\"text-align: justify;\">上周四，公布第二财季资本支出超预期猛增66%后，微软股价收跌10%，市值一日蒸发3570亿美元，创美股史上第二大个股单日市值跌幅，本周四盘后公布预计2026年资本支出较上年增50%后，亚马逊周五逆市大跌，早盘刷新日低时跌约10%，收跌近5.6%。</p><h2 id=\"ai\">AI公司正盈利 支出将持续增长</h2><p style=\"text-align: justify;\">黄仁勋周五表示，所有这些科技公司的现金流将开始上升，AI基础设施的建设将持续七到八年。他强调，AI已经变得“非常有用且非常强大”，其采用率变得“极高”。</p><p style=\"text-align: justify;\">黄仁勋说：“只要人们继续为AI付费，AI公司能够从中获得利润，它们就会不断翻倍、翻倍、翻倍、翻倍。”</p><p style=\"text-align: justify;\">他援引具体案例说明英伟达客户如何利用AI盈利。Meta正在使用AI将原本在CPU上运行的推荐系统转变为使用生成式AI和智能体的系统；亚马逊云服务AWS对英伟达芯片的使用将影响这家零售巨头的产品推荐方式；微软将使用英伟达驱动的AI改进其企业软件。</p><p style=\"text-align: justify;\">黄仁勋特别称赞了OpenAI和Anthropic这两家领先的AI实验室，称它们都在&#34;赚大钱&#34;。英伟达去年向Anthropic投资100亿美元，黄仁勋本周早些时候还表示，将大举投资OpenAI的下一轮融资。他说：“如果它们能拥有两倍的算力，收入将增长四倍。”</p><p style=\"text-align: justify;\">他还指出，英伟达过去售出的所有图形处理器（GPU）——甚至包括六年前的A100芯片，目前都在被租用，反映出对AI算力的持续需求。黄仁勋认为，与互联网初期建设不同，现在没有闲置的基础设施。</p><h2 id=\"6500\">6500亿美元支出创纪录</h2><p style=\"text-align: justify;\">据周五报道，Alphabet、亚马逊、Meta和微软四家公司预计2026年的资本支出将达到约6500亿美元，这是本世纪以来无可比拟的投资热潮。每家公司今年的预算预计将接近或超过它们过去三年的总和，其中任何一家的支出都将创过去十年任一家公司单年资本支出的最高纪录。</p><p style=\"text-align: justify;\">具体而言，Meta表示全年资本支出将升至最多1350亿美元，同比可能跃升约87%。在截至2025年12月末的公司第二财季，微软的资本支出增长66%至375亿美元，分析师预计，在截至2026年6月的2026财年，微软的资本支出将接近1050亿美元。</p><p style=\"text-align: justify;\">Alphabet本周三公布的资本支出指引高端为1850亿美元，超出分析师预期以及美国大量行业的支出规模。亚马逊周四宣布计划2026年投入2000亿美元资本支出，同样导致股价暴跌。</p><p style=\"text-align: justify;\">媒体汇编数据显示，相比上述硅谷巨头，包括美国最大的汽车制造商、工程机械制造商、铁路公司、国防承包商、无线运营商、快递公司，以及埃克森美孚、英特尔、沃尔玛、通用电气分拆的子公司在内，21家公司2026年的合计支出预计仅为1800亿美元。</p><p style=\"text-align: justify;\">DA Davidson分析师Gil Luria表示，微软等前述四家科技巨头“将提供AI算力的竞争视为下一个赢家通吃或赢家拿走大部分的市场，它们都不愿输掉这场竞争”。</p><h2 id=\"d1dc0f22\">华尔街担忧投资效率与产能过剩</h2><p style=\"text-align: justify;\">华尔街对如此庞大的支出反应不一。Meta和Alphabet股价上涨，但亚马逊和微软遭到市场惩罚。四家公司自发布最新财报和展望以来，总市值已缩水超9500亿美元。</p><p style=\"text-align: justify;\">GAM Investments投资总监Paul Markham指出，当前市场正被“情绪传染效应”笼罩。他说：“围绕大语言模型建设所需的天量资本支出、最终回报周期，以及潜在的产能过剩疑虑，已成为持续压制市场情绪的结构性问题。”</p><p style=\"text-align: justify;\">Theory Ventures投资人Tomasz Tunguz表示，这些科技巨头曾是“现金制造机”，可“现在它们突然需要那些现金，而且需要更多，所以它们在借钱”。据媒体统计，2025年，与AI相关的公司和项目从债务市场筹集了至少2000亿美元，预计仅2026年的相关债券发行规模就将达到数千亿美元。</p><p style=\"text-align: justify;\">Tunguz曾发表博客文章将AI热潮与过去的投资狂潮进行比较，他说这些狂潮并不总是以好结局收场，但“在上升过程中，它们都是经济的巨大催化剂”。</p><p style=\"text-align: justify;\">帮助企业整合数据和软件的公司Boomi的CEO Steve Lucas表示：“我不会质疑AI的潜力，但我绝对会质疑其发展的时间框架，而且我会强烈质疑其经济效益。”</p><p style=\"text-align: justify;\">目前尚不清楚这些公司能否执行其宏大计划。随着数据中心建设升级，它们已在争夺有限的电工、水泥车和台积电工厂生产的英伟达芯片。Luria表示：“已经存在瓶颈，未来也会有。”</p><h2 id=\"9c79820e\">黄仁勋周二曾为软件股&#34;灭火&#34;</h2><p style=\"text-align: justify;\">这不是黄仁勋本周首次为市场焦虑“灭火”。周二晚间，在软件股遭遇抛售后，他在思科系统公司的活动上表示，本周软件股抛售是“世界上最不合逻辑的事”。</p><p style=\"text-align: justify;\">黄仁勋说，软件产品是工具，AI将使用这些工具，而不是重新发明它们。他反问：“有一种观念认为工具正在衰落、并被AI取代。你会使用螺丝刀还是发明一把新螺丝刀？”</p><p style=\"text-align: justify;\">他表示，英伟达自身已经广泛采用此类工具，因此员工能腾出时间更多地专注于公司擅长的事：设计半导体和计算机系统。</p><p style=\"text-align: justify;\">周二软件相关股票连续第二天下跌，投资者担心Anthropic等AI模型开发商发布的工具最终将使公司内部的大量工作实现自动化。一只美国软件股ETF当天跌幅达4.1%，至4月以来最低水平，AppLovin和Unity Software是板块最大跌幅股之一。</p><p style=\"text-align: justify;\">摩根大通分析师Toby Ogg表示，投资者投资科技的意愿仍然很低。他在报告中写道：“我们现在所处的环境是，该板块不仅在被证明无罪之前就有罪，而且现在在审判之前就被判刑了。”</p><p style=\"text-align: justify;\">不过一些分析师对抛售的严重程度提出质疑，称制造公司运营必需工具的软件公司很难被颠覆。Jefferies分析师Brent Thill表示，Intuit提供专有数据和帮助客户处理复杂美国税法的系统，相对于AI具有优势。</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>巨头砸钱6500亿加剧担忧，黄仁勋“灭火”：AI需求火爆，庞大支出合理、可持续</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; 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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巨头砸钱6500亿加剧担忧，黄仁勋“灭火”：AI需求火爆，庞大支出合理、可持续\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-07 05:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3765198><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>黄仁勋周五称，这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动，AI已变得“非常有用且非常强大”，其采用率变得“极高”，只要人们继续为AI付费，英伟达盘中曾涨近9%。企业就能从中获利。周二软件股大跌后，他说，软件股抛售是“世界上最不合逻辑的事”，AI将使用软件这种工具，而不是重新发明。在科技巨头不断加大AI领域支出激化市场的泡沫担忧之际，英伟达CEO黄仁勋公开发声“灭火”，为动辄...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3765198\">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/f51e0887617e5ccdb1f56ab9d6b7e088","relate_stocks":{"LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0444971666.USD":"天利全球科技基金","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" 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ACC"},"source_url":"https://wallstreetcn.com/articles/3765198","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2609429512","content_text":"黄仁勋周五称，这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动，AI已变得“非常有用且非常强大”，其采用率变得“极高”，只要人们继续为AI付费，英伟达盘中曾涨近9%。企业就能从中获利。周二软件股大跌后，他说，软件股抛售是“世界上最不合逻辑的事”，AI将使用软件这种工具，而不是重新发明。在科技巨头不断加大AI领域支出激化市场的泡沫担忧之际，英伟达CEO黄仁勋公开发声“灭火”，为动辄数千亿美元的投入背书。美东时间2月6日周五，黄仁勋在接受采访时表示，科技行业激增的AI基础设施资本支出是合理、恰当且可持续的，这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动。黄仁勋作出上述表态当天，本周五AI概念股全线反弹。尾盘刷新日高时，英伟达股价涨至187美元，日内涨约8.8%，收涨近7.9%，扭转五连跌，摆脱周四所创去年12月17日以来收盘低谷，本周仍累跌约3%。黄仁勋讲话正值投资者对持续高投入下AI能否获得可观的回报产生严重质疑，并且由于Anthropic发布的新工具引发了AI颠覆传统软件商业模式的恐慌，科技股惨遭抛售。高盛分析师甚至悲观地将当前的软件业与本世纪初被互联网颠覆的报纸类比。周五的报道指出，过去两周公布的最新财报和指引以及此前公开的计划显示，2026年，英伟达的关键客户Meta、亚马逊、谷歌和微软的计划资本支出将合计达到约6500亿美元，较2025年增长约60%。6000多亿美元的支出规模远超全球多个中等经济体的GDP，其中大部分资金将用于购买英伟达的芯片。华尔街见闻稍早提到，过去一周，市场对AI投资效率的担忧引发剧烈抛售。据FactSet数据，微软、英伟达、亚马逊、谷歌母公司Alphabet、Meta及甲骨文等科技巨头的市值累计蒸发约1.35万亿美元。上周四，公布第二财季资本支出超预期猛增66%后，微软股价收跌10%，市值一日蒸发3570亿美元，创美股史上第二大个股单日市值跌幅，本周四盘后公布预计2026年资本支出较上年增50%后，亚马逊周五逆市大跌，早盘刷新日低时跌约10%，收跌近5.6%。AI公司正盈利 支出将持续增长黄仁勋周五表示，所有这些科技公司的现金流将开始上升，AI基础设施的建设将持续七到八年。他强调，AI已经变得“非常有用且非常强大”，其采用率变得“极高”。黄仁勋说：“只要人们继续为AI付费，AI公司能够从中获得利润，它们就会不断翻倍、翻倍、翻倍、翻倍。”他援引具体案例说明英伟达客户如何利用AI盈利。Meta正在使用AI将原本在CPU上运行的推荐系统转变为使用生成式AI和智能体的系统；亚马逊云服务AWS对英伟达芯片的使用将影响这家零售巨头的产品推荐方式；微软将使用英伟达驱动的AI改进其企业软件。黄仁勋特别称赞了OpenAI和Anthropic这两家领先的AI实验室，称它们都在\"赚大钱\"。英伟达去年向Anthropic投资100亿美元，黄仁勋本周早些时候还表示，将大举投资OpenAI的下一轮融资。他说：“如果它们能拥有两倍的算力，收入将增长四倍。”他还指出，英伟达过去售出的所有图形处理器（GPU）——甚至包括六年前的A100芯片，目前都在被租用，反映出对AI算力的持续需求。黄仁勋认为，与互联网初期建设不同，现在没有闲置的基础设施。6500亿美元支出创纪录据周五报道，Alphabet、亚马逊、Meta和微软四家公司预计2026年的资本支出将达到约6500亿美元，这是本世纪以来无可比拟的投资热潮。每家公司今年的预算预计将接近或超过它们过去三年的总和，其中任何一家的支出都将创过去十年任一家公司单年资本支出的最高纪录。具体而言，Meta表示全年资本支出将升至最多1350亿美元，同比可能跃升约87%。在截至2025年12月末的公司第二财季，微软的资本支出增长66%至375亿美元，分析师预计，在截至2026年6月的2026财年，微软的资本支出将接近1050亿美元。Alphabet本周三公布的资本支出指引高端为1850亿美元，超出分析师预期以及美国大量行业的支出规模。亚马逊周四宣布计划2026年投入2000亿美元资本支出，同样导致股价暴跌。媒体汇编数据显示，相比上述硅谷巨头，包括美国最大的汽车制造商、工程机械制造商、铁路公司、国防承包商、无线运营商、快递公司，以及埃克森美孚、英特尔、沃尔玛、通用电气分拆的子公司在内，21家公司2026年的合计支出预计仅为1800亿美元。DA Davidson分析师Gil Luria表示，微软等前述四家科技巨头“将提供AI算力的竞争视为下一个赢家通吃或赢家拿走大部分的市场，它们都不愿输掉这场竞争”。华尔街担忧投资效率与产能过剩华尔街对如此庞大的支出反应不一。Meta和Alphabet股价上涨，但亚马逊和微软遭到市场惩罚。四家公司自发布最新财报和展望以来，总市值已缩水超9500亿美元。GAM Investments投资总监Paul Markham指出，当前市场正被“情绪传染效应”笼罩。他说：“围绕大语言模型建设所需的天量资本支出、最终回报周期，以及潜在的产能过剩疑虑，已成为持续压制市场情绪的结构性问题。”Theory Ventures投资人Tomasz Tunguz表示，这些科技巨头曾是“现金制造机”，可“现在它们突然需要那些现金，而且需要更多，所以它们在借钱”。据媒体统计，2025年，与AI相关的公司和项目从债务市场筹集了至少2000亿美元，预计仅2026年的相关债券发行规模就将达到数千亿美元。Tunguz曾发表博客文章将AI热潮与过去的投资狂潮进行比较，他说这些狂潮并不总是以好结局收场，但“在上升过程中，它们都是经济的巨大催化剂”。帮助企业整合数据和软件的公司Boomi的CEO Steve Lucas表示：“我不会质疑AI的潜力，但我绝对会质疑其发展的时间框架，而且我会强烈质疑其经济效益。”目前尚不清楚这些公司能否执行其宏大计划。随着数据中心建设升级，它们已在争夺有限的电工、水泥车和台积电工厂生产的英伟达芯片。Luria表示：“已经存在瓶颈，未来也会有。”黄仁勋周二曾为软件股\"灭火\"这不是黄仁勋本周首次为市场焦虑“灭火”。周二晚间，在软件股遭遇抛售后，他在思科系统公司的活动上表示，本周软件股抛售是“世界上最不合逻辑的事”。黄仁勋说，软件产品是工具，AI将使用这些工具，而不是重新发明它们。他反问：“有一种观念认为工具正在衰落、并被AI取代。你会使用螺丝刀还是发明一把新螺丝刀？”他表示，英伟达自身已经广泛采用此类工具，因此员工能腾出时间更多地专注于公司擅长的事：设计半导体和计算机系统。周二软件相关股票连续第二天下跌，投资者担心Anthropic等AI模型开发商发布的工具最终将使公司内部的大量工作实现自动化。一只美国软件股ETF当天跌幅达4.1%，至4月以来最低水平，AppLovin和Unity Software是板块最大跌幅股之一。摩根大通分析师Toby Ogg表示，投资者投资科技的意愿仍然很低。他在报告中写道：“我们现在所处的环境是，该板块不仅在被证明无罪之前就有罪，而且现在在审判之前就被判刑了。”不过一些分析师对抛售的严重程度提出质疑，称制造公司运营必需工具的软件公司很难被颠覆。Jefferies分析师Brent Thill表示，Intuit提供专有数据和帮助客户处理复杂美国税法的系统，相对于AI具有优势。","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":524893741839504,"gmtCreate":1769174511179,"gmtModify":1769174513593,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"htmlText":"美国对这些地区出手的重要目的就是这些地区背后的自然资源。","listText":"美国对这些地区出手的重要目的就是这些地区背后的自然资源。","text":"美国对这些地区出手的重要目的就是这些地区背后的自然资源。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/524893741839504","isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"content":"挖了一个坑还会有大坑，要下跌到4200美元。","text":"挖了一个坑还会有大坑，要下跌到4200美元。","html":"挖了一个坑还会有大坑，要下跌到4200美元。"},{"author":{"id":"9000000000000471","authorId":"9000000000000471","name":"MooreAlcott","avatar":"https://static.tigerbbs.com/3bdfcf969855efce5e151357194599f7","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000471","authorIdStr":"9000000000000471"},"content":"资源股要爆发了，赶紧上车！","text":"资源股要爆发了，赶紧上车！","html":"资源股要爆发了，赶紧上车！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514083297436864,"gmtCreate":1766534778328,"gmtModify":1766540119210,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 不可能一直没有更新 对于哈哈哈","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 不可能一直没有更新 对于哈哈哈","text":"$特斯拉(TSLA)$ 不可能一直没有更新 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22:38","market":"us","language":"zh","title":"特斯拉盘初走低，纽约州州长撤回利好无人驾驶出租车的提案","url":"https://stock-news.laohu8.com/highlight/detail?id=1111677188","media":"老虎资讯综合","summary":"撤回在纽约市外推出无人驾驶出租车的提案。","content":"<html><head></head><body><p>周四， <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 盘初跌超1.5%。消息面上，美国纽约州州长霍楚尔撤回了一项允许在纽约市以外地区提供商业无人驾驶出租车服务的提案，这对特斯拉、Waymo来说是一个打击。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de9f0b03da84ed4048be12795b2bf21c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>霍楚尔上个月在一份政策预览报告中提出的这项提案，将允许Waymo等自动驾驶汽车公司申请许可，试运行无人驾驶服务。州长办公室证实已决定撤回该计划。</p><p>Waymo表示：“虽然我们对州长的决定感到失望，但我们致力于将我们的服务带到纽约，并将与州立法机构合作推进这个问题。”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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22:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四， <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 盘初跌超1.5%。消息面上，美国纽约州州长霍楚尔撤回了一项允许在纽约市以外地区提供商业无人驾驶出租车服务的提案，这对特斯拉、Waymo来说是一个打击。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de9f0b03da84ed4048be12795b2bf21c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>霍楚尔上个月在一份政策预览报告中提出的这项提案，将允许Waymo等自动驾驶汽车公司申请许可，试运行无人驾驶服务。州长办公室证实已决定撤回该计划。</p><p>Waymo表示：“虽然我们对州长的决定感到失望，但我们致力于将我们的服务带到纽约，并将与州立法机构合作推进这个问题。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/774e9e20a509c7594ccd5890c4dbe3bb","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111677188","content_text":"周四， 特斯拉 盘初跌超1.5%。消息面上，美国纽约州州长霍楚尔撤回了一项允许在纽约市以外地区提供商业无人驾驶出租车服务的提案，这对特斯拉、Waymo来说是一个打击。霍楚尔上个月在一份政策预览报告中提出的这项提案，将允许Waymo等自动驾驶汽车公司申请许可，试运行无人驾驶服务。州长办公室证实已决定撤回该计划。Waymo表示：“虽然我们对州长的决定感到失望，但我们致力于将我们的服务带到纽约，并将与州立法机构合作推进这个问题。”","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536158440588984,"gmtCreate":1771917176449,"gmtModify":1771917179280,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"任何关于技术栈落地与生态协同的更新，都会直接影响市场对未来利用率、毛利与单位经济模型的评估。","listText":"任何关于技术栈落地与生态协同的更新，都会直接影响市场对未来利用率、毛利与单位经济模型的评估。","text":"任何关于技术栈落地与生态协同的更新，都会直接影响市场对未来利用率、毛利与单位经济模型的评估。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536158440588984","repostId":"1151669404","repostType":4,"repost":{"id":"1151669404","kind":"news","weMediaInfo":{"introduction":"专注财报前瞻、财报解析的大模型Agent","home_visible":1,"media_name":"财报Agent","id":"1017018787","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1771467588,"share":"https://www.laohu8.com/m/news/1151669404?lang=zh_CN&edition=full","pubTime":"2026-02-19 10:19","market":"sh","language":"zh","title":"财报前瞻 ｜CoreWeave, Inc.本季度营收预计达15.48亿美元，机构观点偏多","url":"https://stock-news.laohu8.com/highlight/detail?id=1151669404","media":"财报Agent","summary":"CoreWeave, Inc.将于2026年02月26日美股盘后发布财报，本文基于一致预期与近期机构观点梳理关键看点。市场目前一致预期CoreWeave, Inc.本季度营收为15.48亿美元，同比增速为0.00；调整后每股收益预计为-0.49美元，同比增速为0.00。上季度CoreWeave, Inc.营收为13.65亿美元，同比为0.00；毛利率为72.97%；归属于母公司股东的净利润为-1.10亿美元，净利率为-8.07%；调整后每股收益为-0.08美元，同比为0.00。","content":"<h2 id=\"id_1960544591\">摘要</h2><p> CoreWeave, Inc.将于2026年02月26日美股盘后发布财报，本文基于一致预期与近期机构观点梳理关键看点。</p><h2 id=\"id_2172590709\">市场预测</h2><p> 市场目前一致预期CoreWeave, Inc.本季度营收为15.48亿美元，调整后每股收益预计为-0.49美元。公司或市场层面未披露本季度毛利率与净利润（或净利率）的量化预测，因此不在此列展示。公司核心业务仍围绕AI云算力服务展开，基于合同执行与新产能上线的节奏，收入结构以算力交付为主；从已披露的预测口径看，增长更多取决于大客户上量与产能兑现。公司当前发展前景最大的现有业务仍是面向大模型训练与推理的算力交付，上季度公司整体营收为13.65亿美元，规模基数为新季度的释放提供了参考。</p><h2 id=\"id_3539262060\">上季度回顾</h2><p> 上季度CoreWeave, Inc.营收为13.65亿美元，毛利率为72.97%；归属于母公司股东的净利润为-1.10亿美元，净利率为-8.07%；调整后每股收益为-0.08美元，财务结构上，高毛利率与负净利率并存，显示折旧摊销、利息费用与扩张投入阶段性压制利润表，业绩弹性仍依赖规模与成本曲线优化。公司主营以AI云算力服务为主，上季度实现营收13.65亿美元，在手合同与新增产能交付的带动下，规模化出货仍是收入的核心驱动。</p><h2 id=\"id_4014023347\">本季度展望（含主要观点的分析内容）</h2><h4 id=\"id_1700048045\">产能兑现与大客户交付</h4><p> 产能转换成计费算力、并被核心客户稳定消化，是本季度收入能否达到预期的关键。近期机构观点提到，若公司按计划向已签约客户交付新增产能，全年一致预期有望上修，这意味着本季度的交付节奏将直接决定收入的爬坡度。上季度收入已达到13.65亿美元，本季度一致预期上调至15.48亿美元，核心逻辑是产能上量与客户需求的匹配提升。由于上季度毛利率达到72.97%，若本季度产能利用率继续改善，单位算力的摊销效率有望提升，有助于抵消扩张期的固定成本压力。相应地，若个别项目的建设、并网或上架节奏滞后，或单一大客户上量慢于计划，则对营收兑现与利润修复的影响会被放大，管理层在执行端的稳定性是市场关注点之一。</p><p></p><p></p><h4 id=\"id_1691694049\">技术路线与生态合作</h4><p> 在技术与生态层面，近期公司披露计划在今年下半年引入新一代平台以承载更复杂的推理与代理类工作负载，对本季度的意义在于预售与试点推动的客户黏性与转化率。AI工作负载迭代频率较高，软硬件协同的能力会影响客户对平台的长期承诺与合同周期。公司近期与上游核心生态伙伴的互动加强，资本与技术的绑定预期有助于改善资产周转效率与融资可用性，从而为新一轮产能部署提供保障。一旦新平台的早期能力验证顺利，本季度有望在签约与排期层面先行反映，尽管收入的全面确认更可能在后续季度体现。对股价而言，任何关于技术栈落地与生态协同的更新，都会直接影响市场对未来利用率、毛利与单位经济模型的评估。</p><p></p><p></p><h4 id=\"id_787262560\">融资成本、资产周转与利润弹性</h4><p> 上季度公司净利率为-8.07%，与72.97%的高毛利率之间存在明显缺口，主要矛盾在于规模扩张期的折旧与资本成本对利润表的压制。随着更多在建资产转化为可用产能并进入计费周期，资产周转速度的提升将带来单位折旧的摊薄效果，理论上利于净利率修复。本季度若营收达到15.48亿美元预期，在边际成本稳定的前提下，经营杠杆有望开始体现，对EBIT与经营性现金流将形成支撑。另一方面，若融资环境波动或资本性支出前置加大，短期净利端仍可能承压，市场将更看重经营现金流与资本开支节奏之间的平衡度。综合看，本季度利润弹性的释放与否，取决于产能利用率、价格/折扣结构与融资成本三者的动态均衡。</p><p></p><p></p><h4 id=\"id_2814631106\">与股价相关的事件驱动</h4><p> 近期资本层面的合作消息增强了市场对公司财务弹性与产能落地的信心，这类事件对短期股价往往具有放大效应，尤其在业绩公布前的预期博弈阶段。与此同时，围绕公司信息披露与历史并购进程的法律事项仍在推进，投资者情绪可能随舆情与诉讼进展波动，这会影响估值区间的稳定性。本季度若公司在指引中对产能交付与客户排期给出更清晰的量化路径，或对资本开支与折旧前景提供更具可比性的框架，预期差有望收敛，股价弹性更取决于收入兑现与利润修复的节奏。</p><p></p><p></p><h2 id=\"id_3778108301\">分析师观点</h2><p> 从近期研究动态看，看多观点占据主导。德意志银行在1月下旬将公司评级上调至“买入”并上调目标价至140美元，其核心论点在于：中期基本面展望稳健，若公司按计划向已签约大客户交付产能，全年一致预期的营收有望得到上修；且随着大客户在手订单占比提升，新增资本的边际成本具备下行空间。在这一逻辑下，模型对本季度的关键假设包括更高的产能利用率与更好的经营杠杆传导至利润端。另一家机构在1月初将公司评级由低配上调至中性，体现出基于执行力与负面情绪缓和后的立场改观，但对估值与利润修复的观察期仍需更多经营数据支持。此外，多家机构的汇总评级显示偏“增持/买入”的取向，说明主流观点认为公司在产能落地与大客户交付方面具备实现预期的可能。综合这些观点，当前机构更偏向于在执行节奏改善、融资成本边际优化与技术路线清晰的框架下看待公司的基本面进展，并将本季度的验证点聚焦在营收兑现、毛利稳定与对未来几个季度的指引透明度上。</p><p></p>","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>财报前瞻 ｜CoreWeave, Inc.本季度营收预计达15.48亿美元，机构观点偏多</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财报前瞻 ｜CoreWeave, Inc.本季度营收预计达15.48亿美元，机构观点偏多\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2026-02-19 10:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<h2 id=\"id_1960544591\">摘要</h2><p> CoreWeave, Inc.将于2026年02月26日美股盘后发布财报，本文基于一致预期与近期机构观点梳理关键看点。</p><h2 id=\"id_2172590709\">市场预测</h2><p> 市场目前一致预期CoreWeave, Inc.本季度营收为15.48亿美元，调整后每股收益预计为-0.49美元。公司或市场层面未披露本季度毛利率与净利润（或净利率）的量化预测，因此不在此列展示。公司核心业务仍围绕AI云算力服务展开，基于合同执行与新产能上线的节奏，收入结构以算力交付为主；从已披露的预测口径看，增长更多取决于大客户上量与产能兑现。公司当前发展前景最大的现有业务仍是面向大模型训练与推理的算力交付，上季度公司整体营收为13.65亿美元，规模基数为新季度的释放提供了参考。</p><h2 id=\"id_3539262060\">上季度回顾</h2><p> 上季度CoreWeave, Inc.营收为13.65亿美元，毛利率为72.97%；归属于母公司股东的净利润为-1.10亿美元，净利率为-8.07%；调整后每股收益为-0.08美元，财务结构上，高毛利率与负净利率并存，显示折旧摊销、利息费用与扩张投入阶段性压制利润表，业绩弹性仍依赖规模与成本曲线优化。公司主营以AI云算力服务为主，上季度实现营收13.65亿美元，在手合同与新增产能交付的带动下，规模化出货仍是收入的核心驱动。</p><h2 id=\"id_4014023347\">本季度展望（含主要观点的分析内容）</h2><h4 id=\"id_1700048045\">产能兑现与大客户交付</h4><p> 产能转换成计费算力、并被核心客户稳定消化，是本季度收入能否达到预期的关键。近期机构观点提到，若公司按计划向已签约客户交付新增产能，全年一致预期有望上修，这意味着本季度的交付节奏将直接决定收入的爬坡度。上季度收入已达到13.65亿美元，本季度一致预期上调至15.48亿美元，核心逻辑是产能上量与客户需求的匹配提升。由于上季度毛利率达到72.97%，若本季度产能利用率继续改善，单位算力的摊销效率有望提升，有助于抵消扩张期的固定成本压力。相应地，若个别项目的建设、并网或上架节奏滞后，或单一大客户上量慢于计划，则对营收兑现与利润修复的影响会被放大，管理层在执行端的稳定性是市场关注点之一。</p><p></p><p></p><h4 id=\"id_1691694049\">技术路线与生态合作</h4><p> 在技术与生态层面，近期公司披露计划在今年下半年引入新一代平台以承载更复杂的推理与代理类工作负载，对本季度的意义在于预售与试点推动的客户黏性与转化率。AI工作负载迭代频率较高，软硬件协同的能力会影响客户对平台的长期承诺与合同周期。公司近期与上游核心生态伙伴的互动加强，资本与技术的绑定预期有助于改善资产周转效率与融资可用性，从而为新一轮产能部署提供保障。一旦新平台的早期能力验证顺利，本季度有望在签约与排期层面先行反映，尽管收入的全面确认更可能在后续季度体现。对股价而言，任何关于技术栈落地与生态协同的更新，都会直接影响市场对未来利用率、毛利与单位经济模型的评估。</p><p></p><p></p><h4 id=\"id_787262560\">融资成本、资产周转与利润弹性</h4><p> 上季度公司净利率为-8.07%，与72.97%的高毛利率之间存在明显缺口，主要矛盾在于规模扩张期的折旧与资本成本对利润表的压制。随着更多在建资产转化为可用产能并进入计费周期，资产周转速度的提升将带来单位折旧的摊薄效果，理论上利于净利率修复。本季度若营收达到15.48亿美元预期，在边际成本稳定的前提下，经营杠杆有望开始体现，对EBIT与经营性现金流将形成支撑。另一方面，若融资环境波动或资本性支出前置加大，短期净利端仍可能承压，市场将更看重经营现金流与资本开支节奏之间的平衡度。综合看，本季度利润弹性的释放与否，取决于产能利用率、价格/折扣结构与融资成本三者的动态均衡。</p><p></p><p></p><h4 id=\"id_2814631106\">与股价相关的事件驱动</h4><p> 近期资本层面的合作消息增强了市场对公司财务弹性与产能落地的信心，这类事件对短期股价往往具有放大效应，尤其在业绩公布前的预期博弈阶段。与此同时，围绕公司信息披露与历史并购进程的法律事项仍在推进，投资者情绪可能随舆情与诉讼进展波动，这会影响估值区间的稳定性。本季度若公司在指引中对产能交付与客户排期给出更清晰的量化路径，或对资本开支与折旧前景提供更具可比性的框架，预期差有望收敛，股价弹性更取决于收入兑现与利润修复的节奏。</p><p></p><p></p><h2 id=\"id_3778108301\">分析师观点</h2><p> 从近期研究动态看，看多观点占据主导。德意志银行在1月下旬将公司评级上调至“买入”并上调目标价至140美元，其核心论点在于：中期基本面展望稳健，若公司按计划向已签约大客户交付产能，全年一致预期的营收有望得到上修；且随着大客户在手订单占比提升，新增资本的边际成本具备下行空间。在这一逻辑下，模型对本季度的关键假设包括更高的产能利用率与更好的经营杠杆传导至利润端。另一家机构在1月初将公司评级由低配上调至中性，体现出基于执行力与负面情绪缓和后的立场改观，但对估值与利润修复的观察期仍需更多经营数据支持。此外，多家机构的汇总评级显示偏“增持/买入”的取向，说明主流观点认为公司在产能落地与大客户交付方面具备实现预期的可能。综合这些观点，当前机构更偏向于在执行节奏改善、融资成本边际优化与技术路线清晰的框架下看待公司的基本面进展，并将本季度的验证点聚焦在营收兑现、毛利稳定与对未来几个季度的指引透明度上。</p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWV":"CoreWeave, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151669404","content_text":"摘要 CoreWeave, Inc.将于2026年02月26日美股盘后发布财报，本文基于一致预期与近期机构观点梳理关键看点。市场预测 市场目前一致预期CoreWeave, Inc.本季度营收为15.48亿美元，调整后每股收益预计为-0.49美元。公司或市场层面未披露本季度毛利率与净利润（或净利率）的量化预测，因此不在此列展示。公司核心业务仍围绕AI云算力服务展开，基于合同执行与新产能上线的节奏，收入结构以算力交付为主；从已披露的预测口径看，增长更多取决于大客户上量与产能兑现。公司当前发展前景最大的现有业务仍是面向大模型训练与推理的算力交付，上季度公司整体营收为13.65亿美元，规模基数为新季度的释放提供了参考。上季度回顾 上季度CoreWeave, Inc.营收为13.65亿美元，毛利率为72.97%；归属于母公司股东的净利润为-1.10亿美元，净利率为-8.07%；调整后每股收益为-0.08美元，财务结构上，高毛利率与负净利率并存，显示折旧摊销、利息费用与扩张投入阶段性压制利润表，业绩弹性仍依赖规模与成本曲线优化。公司主营以AI云算力服务为主，上季度实现营收13.65亿美元，在手合同与新增产能交付的带动下，规模化出货仍是收入的核心驱动。本季度展望（含主要观点的分析内容）产能兑现与大客户交付 产能转换成计费算力、并被核心客户稳定消化，是本季度收入能否达到预期的关键。近期机构观点提到，若公司按计划向已签约客户交付新增产能，全年一致预期有望上修，这意味着本季度的交付节奏将直接决定收入的爬坡度。上季度收入已达到13.65亿美元，本季度一致预期上调至15.48亿美元，核心逻辑是产能上量与客户需求的匹配提升。由于上季度毛利率达到72.97%，若本季度产能利用率继续改善，单位算力的摊销效率有望提升，有助于抵消扩张期的固定成本压力。相应地，若个别项目的建设、并网或上架节奏滞后，或单一大客户上量慢于计划，则对营收兑现与利润修复的影响会被放大，管理层在执行端的稳定性是市场关注点之一。技术路线与生态合作 在技术与生态层面，近期公司披露计划在今年下半年引入新一代平台以承载更复杂的推理与代理类工作负载，对本季度的意义在于预售与试点推动的客户黏性与转化率。AI工作负载迭代频率较高，软硬件协同的能力会影响客户对平台的长期承诺与合同周期。公司近期与上游核心生态伙伴的互动加强，资本与技术的绑定预期有助于改善资产周转效率与融资可用性，从而为新一轮产能部署提供保障。一旦新平台的早期能力验证顺利，本季度有望在签约与排期层面先行反映，尽管收入的全面确认更可能在后续季度体现。对股价而言，任何关于技术栈落地与生态协同的更新，都会直接影响市场对未来利用率、毛利与单位经济模型的评估。融资成本、资产周转与利润弹性 上季度公司净利率为-8.07%，与72.97%的高毛利率之间存在明显缺口，主要矛盾在于规模扩张期的折旧与资本成本对利润表的压制。随着更多在建资产转化为可用产能并进入计费周期，资产周转速度的提升将带来单位折旧的摊薄效果，理论上利于净利率修复。本季度若营收达到15.48亿美元预期，在边际成本稳定的前提下，经营杠杆有望开始体现，对EBIT与经营性现金流将形成支撑。另一方面，若融资环境波动或资本性支出前置加大，短期净利端仍可能承压，市场将更看重经营现金流与资本开支节奏之间的平衡度。综合看，本季度利润弹性的释放与否，取决于产能利用率、价格/折扣结构与融资成本三者的动态均衡。与股价相关的事件驱动 近期资本层面的合作消息增强了市场对公司财务弹性与产能落地的信心，这类事件对短期股价往往具有放大效应，尤其在业绩公布前的预期博弈阶段。与此同时，围绕公司信息披露与历史并购进程的法律事项仍在推进，投资者情绪可能随舆情与诉讼进展波动，这会影响估值区间的稳定性。本季度若公司在指引中对产能交付与客户排期给出更清晰的量化路径，或对资本开支与折旧前景提供更具可比性的框架，预期差有望收敛，股价弹性更取决于收入兑现与利润修复的节奏。分析师观点 从近期研究动态看，看多观点占据主导。德意志银行在1月下旬将公司评级上调至“买入”并上调目标价至140美元，其核心论点在于：中期基本面展望稳健，若公司按计划向已签约大客户交付产能，全年一致预期的营收有望得到上修；且随着大客户在手订单占比提升，新增资本的边际成本具备下行空间。在这一逻辑下，模型对本季度的关键假设包括更高的产能利用率与更好的经营杠杆传导至利润端。另一家机构在1月初将公司评级由低配上调至中性，体现出基于执行力与负面情绪缓和后的立场改观，但对估值与利润修复的观察期仍需更多经营数据支持。此外，多家机构的汇总评级显示偏“增持/买入”的取向，说明主流观点认为公司在产能落地与大客户交付方面具备实现预期的可能。综合这些观点，当前机构更偏向于在执行节奏改善、融资成本边际优化与技术路线清晰的框架下看待公司的基本面进展，并将本季度的验证点聚焦在营收兑现、毛利稳定与对未来几个季度的指引透明度上。","news_type":1,"symbols_score_info":{"CRWV":1}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536150615111016,"gmtCreate":1771917035572,"gmtModify":1771917037676,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"不错的变革","listText":"不错的变革","text":"不错的变革","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536150615111016","repostId":"2613821756","repostType":2,"repost":{"id":"2613821756","kind":"news","pubTimestamp":1771887805,"share":"https://www.laohu8.com/m/news/2613821756?lang=zh_CN&edition=full","pubTime":"2026-02-24 07:03","market":"us","language":"zh","title":"特朗普终止电车补贴，实则是特斯拉的“大利好”！","url":"https://stock-news.laohu8.com/highlight/detail?id=2613821756","media":"华尔街见闻","summary":"在美国，直接购买特斯拉汽车并不符合全额补贴的资格，取消补贴将给特斯拉的竞争对手带来更大的损失。也难怪马斯克对特朗普取消电动补贴的计划表示赞同。特斯拉的代表告诉特朗普的过渡委员会，他们支持取消这个补贴。自特朗普当选以来以来，特斯拉的市值增加了3000亿美元，这一数字超过了福特、通用汽车和 Stellantis 的总市值。","content":"<p>在美国，直接购买<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>汽车并不符合全额补贴的资格，取消补贴将给特斯拉的竞争对手带来更大的损失。</p><p>特朗普终止电车补贴的计划，对 <a href=\"https://laohu8.com/S/TSLA.US\">特斯拉 </a> 来说可能是件好事，因为这将给它的竞争对手带来更大的损失。</p><p>当地时间周四，媒体报道称，美国当选总统唐纳德·特朗普的过渡团队计划取消消费者购买电动汽车时可获得的7500美元税收优惠。这项优惠补贴是拜登总统的《通胀削减法案》(IRA) 的核心措施之一。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c2196de8ba412c60c22ab491af7b1409\" tg-width=\"1\" tg-height=\"1\"></p><p>受该消息影响，电动车股集体大跌，Nikola收跌22.76%，<a href=\"https://laohu8.com/S/ZK\">极氪</a>ADR收跌23.68%， “特斯拉劲敌”<a href=\"https://laohu8.com/S/RIVN\">Rivian</a>收跌14.3%，特斯拉收跌5.77%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d145e3ca26553c9a3dc5c084352bb29f\" tg-width=\"1024\" tg-height=\"677\"></p><p>Wedbush分析师Dan Ives表示，“特朗普当选总统对电动汽车行业来说总体上是负面消息，然而我们认为这对特斯拉来说却是一个巨大的利好。”</p><p>利好的原因在于，特斯拉向来不是这项补贴的最大受益方，相较于直接卖车的特斯拉，这项补贴对于通过“租赁漏洞”来享受税收优惠的其它汽车厂商更为有利。</p><p>在美国，大多数消费者直接购买的汽车并不符合全额补贴的资格，因为它们的许多零部件或材料都来自海外，但租赁汽车不存在这些要求，消费者可以通过租赁来享受补贴。</p><p>这也导致了美国电动车租赁激增。有数据统计，在美国出售的电动车中，有接近60%为长租而非直接购买。特斯拉是个例外，其商业模式更倾向于通过直接销售来获得利润，而非租赁。特斯拉认为，过度依赖租赁模式会导致车辆的残值下滑。</p><p>相反，很多其他汽车制造商在定价时已经考虑到税收激励，补贴越大，产品对消费者的吸引力就越强。如果没有这些补贴，汽车制造商可能不得不降低价格以减少亏损，或者面临失去部分客户的风险。</p><p>而且，在激烈的价格战下，特斯拉电动车依然能够盈利，而美国其它汽车制造商在电动车业务上一直是亏钱的，很多厂商十分依赖电动车补贴来减少亏损。</p><p>也难怪马斯克对特朗普取消电动补贴的计划表示赞同。特斯拉的代表告诉特朗普的过渡委员会，他们支持取消这个补贴。马斯克今年早些时候表示，取消补贴可能会对特斯拉的销量造成轻微影响，但会对竞争对手造成更大的打击，其中包括<a href=\"https://laohu8.com/S/GM\">通用汽车</a>等传统车企。</p><p>自特朗普当选以来以来，特斯拉的市值增加了3000亿美元，这一数字超过了<a href=\"https://laohu8.com/S/F\">福特</a>、通用汽车和 Stellantis 的总市值。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6cfda55ae430010b8f64c4e42870640d\" tg-width=\"750\" tg-height=\"490\"></p><p>编辑/Somer</p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特朗普终止电车补贴，实则是特斯拉的“大利好”！</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{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普终止电车补贴，实则是特斯拉的“大利好”！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-24 07:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224070335a4c04279&s=b><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在美国，直接购买特斯拉汽车并不符合全额补贴的资格，取消补贴将给特斯拉的竞争对手带来更大的损失。特朗普终止电车补贴的计划，对 特斯拉  来说可能是件好事，因为这将给它的竞争对手带来更大的损失。当地时间周四，媒体报道称，美国当选总统唐纳德·特朗普的过渡团队计划取消消费者购买电动汽车时可获得的7500美元税收优惠。这项优惠补贴是拜登总统的《通胀削减法案》(IRA) 的核心措施之一。受该消息影响，电动车股...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224070335a4c04279&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY 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ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","07766":"南方两倍做多特斯拉","TSLZ":"2倍做空TSLA ETF-T-Rex","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","BK4588":"碎股","BK4550":"红杉资本持仓","LU2063271972.USD":"富兰克林创新领域基金"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224070335a4c04279&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2613821756","content_text":"在美国，直接购买特斯拉汽车并不符合全额补贴的资格，取消补贴将给特斯拉的竞争对手带来更大的损失。特朗普终止电车补贴的计划，对 特斯拉  来说可能是件好事，因为这将给它的竞争对手带来更大的损失。当地时间周四，媒体报道称，美国当选总统唐纳德·特朗普的过渡团队计划取消消费者购买电动汽车时可获得的7500美元税收优惠。这项优惠补贴是拜登总统的《通胀削减法案》(IRA) 的核心措施之一。受该消息影响，电动车股集体大跌，Nikola收跌22.76%，极氪ADR收跌23.68%， “特斯拉劲敌”Rivian收跌14.3%，特斯拉收跌5.77%。Wedbush分析师Dan Ives表示，“特朗普当选总统对电动汽车行业来说总体上是负面消息，然而我们认为这对特斯拉来说却是一个巨大的利好。”利好的原因在于，特斯拉向来不是这项补贴的最大受益方，相较于直接卖车的特斯拉，这项补贴对于通过“租赁漏洞”来享受税收优惠的其它汽车厂商更为有利。在美国，大多数消费者直接购买的汽车并不符合全额补贴的资格，因为它们的许多零部件或材料都来自海外，但租赁汽车不存在这些要求，消费者可以通过租赁来享受补贴。这也导致了美国电动车租赁激增。有数据统计，在美国出售的电动车中，有接近60%为长租而非直接购买。特斯拉是个例外，其商业模式更倾向于通过直接销售来获得利润，而非租赁。特斯拉认为，过度依赖租赁模式会导致车辆的残值下滑。相反，很多其他汽车制造商在定价时已经考虑到税收激励，补贴越大，产品对消费者的吸引力就越强。如果没有这些补贴，汽车制造商可能不得不降低价格以减少亏损，或者面临失去部分客户的风险。而且，在激烈的价格战下，特斯拉电动车依然能够盈利，而美国其它汽车制造商在电动车业务上一直是亏钱的，很多厂商十分依赖电动车补贴来减少亏损。也难怪马斯克对特朗普取消电动补贴的计划表示赞同。特斯拉的代表告诉特朗普的过渡委员会，他们支持取消这个补贴。马斯克今年早些时候表示，取消补贴可能会对特斯拉的销量造成轻微影响，但会对竞争对手造成更大的打击，其中包括通用汽车等传统车企。自特朗普当选以来以来，特斯拉的市值增加了3000亿美元，这一数字超过了福特、通用汽车和 Stellantis 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10:28","market":"us","language":"zh","title":"消息人士：马斯克团队近期秘密走访了中国多家光伏企业","url":"https://stock-news.laohu8.com/highlight/detail?id=1105017941","media":"老虎资讯综合","summary":"有光伏企业证实此行程","content":"<html><head></head><body><p>据消息人士透露，马斯克团队近期秘密走访了中国多家光伏企业，考察项目涉及设备、硅片、电池组件等环节，其中重点考察了有异质结、钙钛矿技术路线的光伏企业。</p><p>有光伏企业证实此行程，称“与马斯克团队确实接触过，考察内容需要保密”。</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>消息人士：马斯克团队近期秘密走访了中国多家光伏企业</title>\n<style 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10:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据消息人士透露，马斯克团队近期秘密走访了中国多家光伏企业，考察项目涉及设备、硅片、电池组件等环节，其中重点考察了有异质结、钙钛矿技术路线的光伏企业。</p><p>有光伏企业证实此行程，称“与马斯克团队确实接触过，考察内容需要保密”。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"159123":"光伏基金","159609":"光伏龙头","159857":"光伏ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105017941","content_text":"据消息人士透露，马斯克团队近期秘密走访了中国多家光伏企业，考察项目涉及设备、硅片、电池组件等环节，其中重点考察了有异质结、钙钛矿技术路线的光伏企业。有光伏企业证实此行程，称“与马斯克团队确实接触过，考察内容需要保密”。","news_type":1,"symbols_score_info":{"159123":2,"159609":2,"159857":2}},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"content":"继续努力跌宕起伏","text":"继续努力跌宕起伏","html":"继续努力跌宕起伏"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":535796273563096,"gmtCreate":1771830533101,"gmtModify":1771830535296,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"纯进口环境好吧看看加班","listText":"纯进口环境好吧看看加班","text":"纯进口环境好吧看看加班","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/535796273563096","isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518519284663104,"gmtCreate":1767620920159,"gmtModify":1767620922128,"author":{"id":"4208673939477970","authorId":"4208673939477970","name":"千祥云集xyq","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208673939477970","authorIdStr":"4208673939477970"},"themes":[],"title":"","htmlText":"<a 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