风云难测的个人主页 - 老虎社区

风云难测

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IP属地：浙江

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2主题

0勋章

2025-10-10

领益智造后续有什么好消息吗

2025-09-20

$Circle Internet Corp.(CRCL)$ 大家要有做庄心态

2025-07-08

这篇文章不错，转发给大家看看

@空军大队长:短线可以抄底的几个股票

2025-07-08

内克塔治疗这个股，还有戏吗

@空军大队长:短线可以抄底的几个股票

2025-12-09

但愿如此

600150，500亿元大单来了！谷歌重磅发布会来袭，5只概念股业绩有望大幅增长

2025-11-28

大陆的股票 002407 300394 603232 002050 还可以持有，

2025-11-28

想请教一下，中国大陆，股票，300394 002050 603232 002407 还可以持有-吗

@木头姐每天交易了什么:为什么木头姐宁愿买BMNR却不直接买ETH

2025-10-08

$普拉格能源(PLUG)$

2025-10-08

$特斯拉(TSLA)$ 很好

2025-07-19

$Quantumscape Corp.(QS)$ 6.06进场，什么时候可以出来

2025-07-15

$Core Scientific, Inc.(CORZ)$

2025-07-08

NKTR可以关注吗

@空军大队长:短线可以抄底的几个股票

去老虎APP查看更多动态

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strong-Bold\">）公告，公司实际控制人中国船舶集团有限公司与中国远洋海运集团有限公司在上海完成新造船项目的合作签约，合作涉及各型船舶87艘，金额约500亿元，其中跨境人民币结算约470亿元，均由本公司下属相关子公司承建。</font></font></p>\n<p cms-style=\"font-L\">　　公司同时表示，由于合同履行期较长且包含部分意向订单，对本公司当期利润不构成重大影响（以最终审计结果为准）。若本次项目顺利实施，将对公司未来的营业收入和利润产生一定积极影响，有利于提高公司中长期市场竞争力和盈利能力。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/204/w550h454/20251209/a8f6-4d12941d6f3588ceb282a5621cf9379a.png\"/><span></span></div>\n<p cms-style=\"font-L\">　　2025年前三季度，中国船舶实现营业收入1074.03亿元，同比增长17.96%；归母净利润58.52亿元，同比增长115.41%。</p>\n<p cms-style=\"font-L\">　　<span><a href=\"https://laohu8.com/S/601375\">中原证券</a></span><span></span>指出，2025年我国新接订单有所下滑，但完工量手持订单仍然保持良好的增长。行业向上趋势不变。2025年随着高价订单逐步交付，船舶制造行业有望实现量价齐增的周期复苏格局，企业盈利有望持续修复。中国船舶充分受益船舶行业周期复苏，量价齐增的良好景气周期，未来几年仍将持续迎来盈利修复。</p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L strong-Bold\"><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>“Android XR”发布会举办</font></p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L strong-Bold\">北京时间12月9日凌晨2点，<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>以“Android XR”为主题的特别发布会正式举办。这场发布会聚焦扩展现实（XR）领域，涵盖从智能眼镜到头戴式设备等多类产品的最新进展。业内分析人士将此次直播视为XR行业的重要风向标。</font></p>\n<p cms-style=\"font-L\">　　政策面上，近日，在2025XR智能终端产业大会上，北京经开区发布《北京经济技术开发区关于推动XR智能终端产业高质量发展的若干措施》（以下简称《措施》）。据悉，经开区2026年将在通明湖附近启动建设XR智能终端创新街区，支撑产业集群化发展。</p>\n<p cms-style=\"font-L\">　　《措施》要求，到2028年，培育5家以上领军企业，打造10个以上行业知名终端品牌，实现10个以上典型场景应用领域全覆盖，产业规模突破500亿元，形成技术自主领先、产业聚集度高、行业应用广泛、生态体系完善的XR智能终端领域世界级先进制造业集群。</p>\n<p cms-style=\"font-L\">　　<span><a href=\"https://laohu8.com/S/601881\">中国银河</a></span><span></span>证券指出，“AI+XR”生态已逐步成熟，上游芯片、光学组件与中游软硬件日趋完善，预计2025年全球XR市场规模将达到数千亿美元，2035年XR设备保有量有望达1.3亿台。随着XR应用从娱乐向教育、医疗、文旅等领域的拓展，6G网络将为其提供更强大的底层支撑，并成为6G发展的重要<span>驱动力</span><span></span>之一。</p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L strong-Bold\">这些XR概念股预计全年净利润向好</font></p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L underline\">据证券时报·数据宝对XR概念股进行了梳理。其中，2025年四季度至今（截至12月5日）融资净买入额超过1亿元的XR概念股有8只，<span><a href=\"https://laohu8.com/S/300456\">赛微电子</a></span><span></span>、<span><a href=\"https://laohu8.com/S/000725\">京东方A</a></span><span></span>、<span><a href=\"https://laohu8.com/S/002517\">恺英网络</a></span><span></span>排名前三，依次为8.64亿元、6.81亿元、3.02亿元；<span><a href=\"https://laohu8.com/S/002384\">东山精密</a></span><span></span>和<span><a href=\"https://laohu8.com/S/300323\">华灿光电</a></span><span></span>的对应金额也在2亿元以上。</font></p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L strong-Bold\">赛微电子</font>在互动平台表示，公司以MEMS专业制造厂商的角色参与VR、AR、MR相关领域的产业发展，同时积极推进OCS和其他硅光子产品的试产及量产进程。</p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L strong-Bold\"><a href=\"https://laohu8.com/S/00710\">京东方</a>A</font>旗下产品包含Micro OLED显示模组和Fast LCD模组，尺寸包含0.39英寸至5.5英寸，具有高分辨率，快速响应，高刷新率等特点，可应用于多种微显示场景。公司表示，在微显示方面，目前已为多家品牌客户提供应用于AR/VR/MR领域的显示产品。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/80/w550h330/20251209/eebf-f32ebd71b5fadfc23870cee85ceb5e10.png\"/><span></span></div>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L strong-Bold\">根据3家及以上机构一致预测，<span><a href=\"https://laohu8.com/S/002465\">海格通信</a></span><span></span>、<span><a href=\"https://laohu8.com/S/000100\">TCL科技</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300232\">洲明科技</a></span><span></span>、东山精密、<span><a href=\"https://laohu8.com/S/300458\">全志科技</a></span><span></span>5股在去年同期盈利基础上，2025年净利润有望翻倍；<span><a href=\"https://laohu8.com/S/300182\">捷成股份</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300738\">奥飞数据</a></span><span></span>净利润增幅居前，依次为77.83%、68.81%。此外，<span><a href=\"https://laohu8.com/S/002624\">完美世界</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300624\">万兴科技</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300474\">景嘉微</a></span><span></span>、<span><a href=\"https://laohu8.com/S/000050\">深天马A</a></span><span></span>全年则有望实现扭亏为盈。</font></p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L strong-Bold\">洲明科技</font>在互动平台表示，洲明集团及旗下子品牌雷迪奥在XR虚拟制作领域处于行业领军地位。公司在全球范围内先后打造了大批国际顶流XR虚拟摄影棚，其足迹遍布全球，得到好莱坞、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、奥斯卡奖等知名客户的认可。<span><a href=\"https://laohu8.com/S/601377\">兴业证券</a></span><span></span>表示，2025年，公司LED+AI战略升级，全场景AI生态覆盖ToB及ToC，助力公司成长，给予“增持”评级。</p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L strong-Bold\">完美世界</font>电竞积极探索运用AR、VR、MR等技术，不断丰富观众的观赛体验和感受。2024反恐精英世界锦标赛（上海Major）设立了VR全息观赛区，并在观赛区里设有混合现实（XR）比赛实时沙盘以及巨幕，为观众提供更优质的观赛体验。<span><a href=\"https://laohu8.com/S/601878\">浙商证券</a></span><span></span>指出，公司多款新游推动营收高增利润扭亏，《异环》因其优秀的品质和题材未来重点关注，维持“买入”评级。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/340/w550h590/20251209/a775-bf6c58ca7f4b70fde4c97af508452b84.png\"/><span></span></div>\n<font>新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。</font>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：郝欣煜 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>600150，500亿元大单来了！谷歌重磅发布会来袭，5只概念股业绩有望大幅增长</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; 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class=\"title\">\n600150，500亿元大单来了！谷歌重磅发布会来袭，5只概念股业绩有望大幅增长\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-09 07:42 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/marketresearch/2025-12-09/doc-inhaecqm3176299.shtml><strong>数据宝</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　中国船舶发布关于下属子公司重大合同的公告。\n　　12月8日晚间，中国船舶（600150）公告，公司实际控制人中国船舶集团有限公司与中国远洋海运集团有限公司在上海完成新造船项目的合作签约，合作涉及各型船舶87艘，金额约500亿元，其中跨境人民币结算约470亿元，均由本公司下属相关子公司承建。\n　　公司同时表示，由于合同...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/marketresearch/2025-12-09/doc-inhaecqm3176299.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600150":"中国船舶","BK4503":"景林资产持仓","BK0010":"央企","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) 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　　中国船舶发布关于下属子公司重大合同的公告。\n　　12月8日晚间，中国船舶（600150）公告，公司实际控制人中国船舶集团有限公司与中国远洋海运集团有限公司在上海完成新造船项目的合作签约，合作涉及各型船舶87艘，金额约500亿元，其中跨境人民币结算约470亿元，均由本公司下属相关子公司承建。\n　　公司同时表示，由于合同履行期较长且包含部分意向订单，对本公司当期利润不构成重大影响（以最终审计结果为准）。若本次项目顺利实施，将对公司未来的营业收入和利润产生一定积极影响，有利于提高公司中长期市场竞争力和盈利能力。\n\n　　2025年前三季度，中国船舶实现营业收入1074.03亿元，同比增长17.96%；归母净利润58.52亿元，同比增长115.41%。\n　　中原证券指出，2025年我国新接订单有所下滑，但完工量手持订单仍然保持良好的增长。行业向上趋势不变。2025年随着高价订单逐步交付，船舶制造行业有望实现量价齐增的周期复苏格局，企业盈利有望持续修复。中国船舶充分受益船舶行业周期复苏，量价齐增的良好景气周期，未来几年仍将持续迎来盈利修复。\n　　谷歌“Android XR”发布会举办\n　　北京时间12月9日凌晨2点，谷歌以“Android XR”为主题的特别发布会正式举办。这场发布会聚焦扩展现实（XR）领域，涵盖从智能眼镜到头戴式设备等多类产品的最新进展。业内分析人士将此次直播视为XR行业的重要风向标。\n　　政策面上，近日，在2025XR智能终端产业大会上，北京经开区发布《北京经济技术开发区关于推动XR智能终端产业高质量发展的若干措施》（以下简称《措施》）。据悉，经开区2026年将在通明湖附近启动建设XR智能终端创新街区，支撑产业集群化发展。\n　　《措施》要求，到2028年，培育5家以上领军企业，打造10个以上行业知名终端品牌，实现10个以上典型场景应用领域全覆盖，产业规模突破500亿元，形成技术自主领先、产业聚集度高、行业应用广泛、生态体系完善的XR智能终端领域世界级先进制造业集群。\n　　中国银河证券指出，“AI+XR”生态已逐步成熟，上游芯片、光学组件与中游软硬件日趋完善，预计2025年全球XR市场规模将达到数千亿美元，2035年XR设备保有量有望达1.3亿台。随着XR应用从娱乐向教育、医疗、文旅等领域的拓展，6G网络将为其提供更强大的底层支撑，并成为6G发展的重要驱动力之一。\n　　这些XR概念股预计全年净利润向好\n　　据证券时报·数据宝对XR概念股进行了梳理。其中，2025年四季度至今（截至12月5日）融资净买入额超过1亿元的XR概念股有8只，赛微电子、京东方A、恺英网络排名前三，依次为8.64亿元、6.81亿元、3.02亿元；东山精密和华灿光电的对应金额也在2亿元以上。\n　　赛微电子在互动平台表示，公司以MEMS专业制造厂商的角色参与VR、AR、MR相关领域的产业发展，同时积极推进OCS和其他硅光子产品的试产及量产进程。\n　　京东方A旗下产品包含Micro OLED显示模组和Fast LCD模组，尺寸包含0.39英寸至5.5英寸，具有高分辨率，快速响应，高刷新率等特点，可应用于多种微显示场景。公司表示，在微显示方面，目前已为多家品牌客户提供应用于AR/VR/MR领域的显示产品。\n\n　　根据3家及以上机构一致预测，海格通信、TCL科技、洲明科技、东山精密、全志科技5股在去年同期盈利基础上，2025年净利润有望翻倍；捷成股份、奥飞数据净利润增幅居前，依次为77.83%、68.81%。此外，完美世界、万兴科技、景嘉微、深天马A全年则有望实现扭亏为盈。\n　　洲明科技在互动平台表示，洲明集团及旗下子品牌雷迪奥在XR虚拟制作领域处于行业领军地位。公司在全球范围内先后打造了大批国际顶流XR虚拟摄影棚，其足迹遍布全球，得到好莱坞、微软、奥斯卡奖等知名客户的认可。兴业证券表示，2025年，公司LED+AI战略升级，全场景AI生态覆盖ToB及ToC，助力公司成长，给予“增持”评级。\n　　完美世界电竞积极探索运用AR、VR、MR等技术，不断丰富观众的观赛体验和感受。2024反恐精英世界锦标赛（上海Major）设立了VR全息观赛区，并在观赛区里设有混合现实（XR）比赛实时沙盘以及巨幕，为观众提供更优质的观赛体验。浙商证券指出，公司多款新游推动营收高增利润扭亏，《异环》因其优秀的品质和题材未来重点关注，维持“买入”评级。\n\n新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：郝欣煜","news_type":1,"symbols_score_info":{"600150":1.95,"GOOG":1.88,"USJW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504795664692040,"gmtCreate":1764260170672,"gmtModify":1764260173790,"author":{"id":"4213100143489700","authorId":"4213100143489700","name":"风云难测","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4213100143489700","authorIdStr":"4213100143489700"},"themes":[],"title":"","htmlText":"大陆的股票 002407 300394 603232 002050 还可以持有，","listText":"大陆的股票 002407 300394 603232 002050 还可以持有，","text":"大陆的股票 002407 300394 603232 002050 还可以持有，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504795664692040","isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504794769322336,"gmtCreate":1764259505038,"gmtModify":1764259508164,"author":{"id":"4213100143489700","authorId":"4213100143489700","name":"风云难测","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4213100143489700","authorIdStr":"4213100143489700"},"themes":[],"title":"","htmlText":"想请教一下，中国大陆，股票，300394 002050 603232 002407 还可以持有-吗","listText":"想请教一下，中国大陆，股票，300394 002050 603232 002407 还可以持有-吗","text":"想请教一下，中国大陆，股票，300394 002050 603232 002407 还可以持有-吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504794769322336","repostId":"473883968930160","repostType":1,"repost":{"id":473883968930160,"gmtCreate":1756726197066,"gmtModify":1756731733711,"author":{"id":"3501635951396291","authorId":"3501635951396291","name":"木头姐每天交易了什么","avatar":"https://static.tigerbbs.com/5a47ea428cf7912b7c26a4cd13a243ef","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501635951396291","authorIdStr":"3501635951396291"},"themes":[],"title":"为什么木头姐宁愿买BMNR却不直接买ETH","htmlText":"最近美股最火的板块就是\"币股”，简单说就是那些疯狂囤币的上市公司～ 聊聊什么是币股？简单来讲就是那些原本业务不咋样，转头疯狂买币建国库的公司，最有名的是微策略(MSTR) 靠BTC起死回生。现在各种币的微策略都有：ETH、HYPE、TRC...无穷无尽 那么问题就来了，木头姐为什么不直接买币/ETF？这是我最好奇的问题！研究后发现还真有原因。 以BMNR为例 原业务：比特币挖矿+托管服务原先营收并不是很好，可以看下图 现阶段是狂买ETH，可以看到排行榜里，BMNR是排第一最大持有ETH公司。 1.机构为什么选币股？ 操作更方便 买美股比买币简单多了 很多公司财库还没批准买币 税务、审计标准更清晰 美股交易体系更成熟 2.天然杠杆效应 合规交易所只能买现货 币股天然提供加密货币杠杆敞口 涨起来比币本身更猛 3.专业管理想象空间 知名策略师Tomas Lee当董事长 可以做质押、DeFi生息 更多业务衍生可能 BMNR股东团队 -木头姐的ARK公司持股3.21%-Peter Thiel（美国知名企业家）持股2.94% -Ethereum Tower LLC(以太坊相关企业）持股1.92% -Jonathan Bates(个人投资者）持股0.40% -Thomas Lee(金融知名投资人）持股0.26% 币涨，币股涨，币跌，币股跌，甚至还有币股杠杆ETF。反正控制风险就对了，如果是囤币的，买币股是完全可以的。","listText":"最近美股最火的板块就是\"币股”，简单说就是那些疯狂囤币的上市公司～ 聊聊什么是币股？简单来讲就是那些原本业务不咋样，转头疯狂买币建国库的公司，最有名的是微策略(MSTR) 靠BTC起死回生。现在各种币的微策略都有：ETH、HYPE、TRC...无穷无尽 那么问题就来了，木头姐为什么不直接买币/ETF？这是我最好奇的问题！研究后发现还真有原因。 以BMNR为例 原业务：比特币挖矿+托管服务原先营收并不是很好，可以看下图 现阶段是狂买ETH，可以看到排行榜里，BMNR是排第一最大持有ETH公司。 1.机构为什么选币股？ 操作更方便 买美股比买币简单多了 很多公司财库还没批准买币 税务、审计标准更清晰 美股交易体系更成熟 2.天然杠杆效应 合规交易所只能买现货 币股天然提供加密货币杠杆敞口 涨起来比币本身更猛 3.专业管理想象空间 知名策略师Tomas Lee当董事长 可以做质押、DeFi生息 更多业务衍生可能 BMNR股东团队 -木头姐的ARK公司持股3.21%-Peter Thiel（美国知名企业家）持股2.94% -Ethereum Tower LLC(以太坊相关企业）持股1.92% -Jonathan Bates(个人投资者）持股0.40% -Thomas Lee(金融知名投资人）持股0.26% 币涨，币股涨，币跌，币股跌，甚至还有币股杠杆ETF。反正控制风险就对了，如果是囤币的，买币股是完全可以的。","text":"最近美股最火的板块就是\"币股”，简单说就是那些疯狂囤币的上市公司～ 聊聊什么是币股？简单来讲就是那些原本业务不咋样，转头疯狂买币建国库的公司，最有名的是微策略(MSTR) 靠BTC起死回生。现在各种币的微策略都有：ETH、HYPE、TRC...无穷无尽 那么问题就来了，木头姐为什么不直接买币/ETF？这是我最好奇的问题！研究后发现还真有原因。 以BMNR为例 原业务：比特币挖矿+托管服务原先营收并不是很好，可以看下图 现阶段是狂买ETH，可以看到排行榜里，BMNR是排第一最大持有ETH公司。 1.机构为什么选币股？ 操作更方便 买美股比买币简单多了 很多公司财库还没批准买币 税务、审计标准更清晰 美股交易体系更成熟 2.天然杠杆效应 合规交易所只能买现货 币股天然提供加密货币杠杆敞口 涨起来比币本身更猛 3.专业管理想象空间 知名策略师Tomas Lee当董事长 可以做质押、DeFi生息 更多业务衍生可能 BMNR股东团队 -木头姐的ARK公司持股3.21%-Peter Thiel（美国知名企业家）持股2.94% -Ethereum Tower LLC(以太坊相关企业）持股1.92% -Jonathan Bates(个人投资者）持股0.40% -Thomas Lee(金融知名投资人）持股0.26% 币涨，币股涨，币跌，币股跌，甚至还有币股杠杆ETF。反正控制风险就对了，如果是囤币的，买币股是完全可以的。","images":[{"img":"https://static.tigerbbs.com/98915e1cc7c1ce4399e16e6d50d55ea5","width":"1170","height":"1125"},{"img":"https://static.tigerbbs.com/2285362d2cd4e7453429cb6e8d7c7cc6","width":"1282","height":"329"},{"img":"https://static.tigerbbs.com/f421579706aa3270f6e122d834f53d97","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/473883968930160","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487576356385208,"gmtCreate":1760066077581,"gmtModify":1760066079997,"author":{"id":"4213100143489700","authorId":"4213100143489700","name":"风云难测","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4213100143489700","authorIdStr":"4213100143489700"},"themes":[],"htmlText":"领益智造后续有什么好消息吗","listText":"领益智造后续有什么好消息吗","text":"领益智造后续有什么好消息吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487576356385208","isVote":1,"tweetType":1,"viewCount":1779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486885881987400,"gmtCreate":1759897616287,"gmtModify":1759897617595,"author":{"id":"4213100143489700","authorId":"4213100143489700","name":"风云难测","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4213100143489700","authorIdStr":"4213100143489700"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 很好","text":"$特斯拉(TSLA)$ 很好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486882270126976","isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480568842707784,"gmtCreate":1758350740739,"gmtModify":1758350742574,"author":{"id":"4213100143489700","authorId":"4213100143489700","name":"风云难测","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4213100143489700","authorIdStr":"4213100143489700"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a> 大家要有做庄心态","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a> 大家要有做庄心态","text":"$Circle Internet Corp.(CRCL)$ 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6.06进场，什么时候可以出来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/458152064807088","isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":456641406579016,"gmtCreate":1752521402993,"gmtModify":1752529824022,"author":{"id":"4213100143489700","authorId":"4213100143489700","name":"风云难测","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4213100143489700","authorIdStr":"4213100143489700"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CORZ\">$Core Scientific, Inc.(CORZ)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/CORZ\">$Core Scientific, Inc.(CORZ)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$Core Scientific, Inc.(CORZ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456641406579016","isVote":1,"tweetType":1,"viewCount":952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":454142613569912,"gmtCreate":1751905533727,"gmtModify":1751905762884,"author":{"id":"4213100143489700","authorId":"4213100143489700","name":"风云难测","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4213100143489700","authorIdStr":"4213100143489700"},"themes":[],"htmlText":"NKTR可以关注吗","listText":"NKTR可以关注吗","text":"NKTR可以关注吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454142613569912","repostId":"454055347040768","repostType":1,"repost":{"id":454055347040768,"gmtCreate":1751875449775,"gmtModify":1752031201985,"author":{"id":"74125836878304","authorId":"74125836878304","name":"空军大队长","avatar":"https://static.tigerbbs.com/491ac6b2de4e6f00b0c07853ca1c186b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"74125836878304","authorIdStr":"74125836878304"},"themes":[],"title":"短线可以抄底的几个股票","htmlText":"连续休息了三天半，很多人都去旅游度假了，不过我因为太热，哪也不去，就天天呆在家里，实在是太热了，我说一下我为什么反对特朗普的能源政策，地球温度上升主要是两个原因，一个是太阳的膨胀，因为地球的轨道是不变的，那太阳在变大的过程中，就跟地球距离越来越近，那地球温度自然会升高，但是这种非常慢，大概一亿年也就升高一两度，基本上忽略不计，第二个就是温室效应，火星为什么那么地球冷那么多，离太阳远是一个原因，还有一个原因就是二氧化碳跟甲烷太少了，给冰封在火星的南北极了，所以马斯克才说向火星的南北极扔一万颗核弹把冰封的二氧化碳跟甲烷释放到火星大气层里。我们地球在4亿年前的时候还没有进化出能分解木质素的细菌，所以大量的树木除了火烧掉之外，剩下的全部埋进土了成了石油煤炭，这些树木就没有办法把二氧化碳释放到大气层，导致地球越来越冷，后来小行星撞地球，也导致了地球的冰封，就是因为小行星撞击地球产生的灰尘把太阳给挡住了，地面阳光少了，自然就会冰封，南北极西伯利亚都是这种情况，自从第二次工业革命以石化燃料为动力，那就把密封在地底下的碳排放到大气层里，导致全球气温升高，而且这个是不可逆的，除非现在每年把树木又埋到几千米的地层里，这们气温才会下降，我们国家大力发展风电太阳能电动汽车，可以让气温不再升高，而美国大量开采石油会导致全球的气温越来越高，这是极不负责的，石油得到的能量是一次性的，但是高温导致的空调费用是年年都要花的，所以用石化燃料长期来看是最不经济的。今天我说一下抄底的几个股票，第一个是CRCL，因为这个股票价格一直是在180多上下横盘，180这个价格也就是跌了40%，一般来说股票跌了40%差不多就要到底了，再跌空间也不会很大，而且反对的反弹也能超过这个价格，当然很多人认为特朗普的大漂亮法案通过以后，对稳定币是一个利好，会大涨，我不这样认为，道理也简单，就是CRCL涨了五倍，严重透支了，就算后面出利","listText":"连续休息了三天半，很多人都去旅游度假了，不过我因为太热，哪也不去，就天天呆在家里，实在是太热了，我说一下我为什么反对特朗普的能源政策，地球温度上升主要是两个原因，一个是太阳的膨胀，因为地球的轨道是不变的，那太阳在变大的过程中，就跟地球距离越来越近，那地球温度自然会升高，但是这种非常慢，大概一亿年也就升高一两度，基本上忽略不计，第二个就是温室效应，火星为什么那么地球冷那么多，离太阳远是一个原因，还有一个原因就是二氧化碳跟甲烷太少了，给冰封在火星的南北极了，所以马斯克才说向火星的南北极扔一万颗核弹把冰封的二氧化碳跟甲烷释放到火星大气层里。我们地球在4亿年前的时候还没有进化出能分解木质素的细菌，所以大量的树木除了火烧掉之外，剩下的全部埋进土了成了石油煤炭，这些树木就没有办法把二氧化碳释放到大气层，导致地球越来越冷，后来小行星撞地球，也导致了地球的冰封，就是因为小行星撞击地球产生的灰尘把太阳给挡住了，地面阳光少了，自然就会冰封，南北极西伯利亚都是这种情况，自从第二次工业革命以石化燃料为动力，那就把密封在地底下的碳排放到大气层里，导致全球气温升高，而且这个是不可逆的，除非现在每年把树木又埋到几千米的地层里，这们气温才会下降，我们国家大力发展风电太阳能电动汽车，可以让气温不再升高，而美国大量开采石油会导致全球的气温越来越高，这是极不负责的，石油得到的能量是一次性的，但是高温导致的空调费用是年年都要花的，所以用石化燃料长期来看是最不经济的。今天我说一下抄底的几个股票，第一个是CRCL，因为这个股票价格一直是在180多上下横盘，180这个价格也就是跌了40%，一般来说股票跌了40%差不多就要到底了，再跌空间也不会很大，而且反对的反弹也能超过这个价格，当然很多人认为特朗普的大漂亮法案通过以后，对稳定币是一个利好，会大涨，我不这样认为，道理也简单，就是CRCL涨了五倍，严重透支了，就算后面出利","text":"连续休息了三天半，很多人都去旅游度假了，不过我因为太热，哪也不去，就天天呆在家里，实在是太热了，我说一下我为什么反对特朗普的能源政策，地球温度上升主要是两个原因，一个是太阳的膨胀，因为地球的轨道是不变的，那太阳在变大的过程中，就跟地球距离越来越近，那地球温度自然会升高，但是这种非常慢，大概一亿年也就升高一两度，基本上忽略不计，第二个就是温室效应，火星为什么那么地球冷那么多，离太阳远是一个原因，还有一个原因就是二氧化碳跟甲烷太少了，给冰封在火星的南北极了，所以马斯克才说向火星的南北极扔一万颗核弹把冰封的二氧化碳跟甲烷释放到火星大气层里。我们地球在4亿年前的时候还没有进化出能分解木质素的细菌，所以大量的树木除了火烧掉之外，剩下的全部埋进土了成了石油煤炭，这些树木就没有办法把二氧化碳释放到大气层，导致地球越来越冷，后来小行星撞地球，也导致了地球的冰封，就是因为小行星撞击地球产生的灰尘把太阳给挡住了，地面阳光少了，自然就会冰封，南北极西伯利亚都是这种情况，自从第二次工业革命以石化燃料为动力，那就把密封在地底下的碳排放到大气层里，导致全球气温升高，而且这个是不可逆的，除非现在每年把树木又埋到几千米的地层里，这们气温才会下降，我们国家大力发展风电太阳能电动汽车，可以让气温不再升高，而美国大量开采石油会导致全球的气温越来越高，这是极不负责的，石油得到的能量是一次性的，但是高温导致的空调费用是年年都要花的，所以用石化燃料长期来看是最不经济的。今天我说一下抄底的几个股票，第一个是CRCL，因为这个股票价格一直是在180多上下横盘，180这个价格也就是跌了40%，一般来说股票跌了40%差不多就要到底了，再跌空间也不会很大，而且反对的反弹也能超过这个价格，当然很多人认为特朗普的大漂亮法案通过以后，对稳定币是一个利好，会大涨，我不这样认为，道理也简单，就是CRCL涨了五倍，严重透支了，就算后面出利","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454055347040768","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454144679985640,"gmtCreate":1751905371706,"gmtModify":1751905756780,"author":{"id":"4213100143489700","authorId":"4213100143489700","name":"风云难测","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4213100143489700","authorIdStr":"4213100143489700"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454144679985640","repostId":"454055347040768","repostType":1,"repost":{"id":454055347040768,"gmtCreate":1751875449775,"gmtModify":1752031201985,"author":{"id":"74125836878304","authorId":"74125836878304","name":"空军大队长","avatar":"https://static.tigerbbs.com/491ac6b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href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a> 大家要有做庄心态","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a> 大家要有做庄心态","text":"$Circle Internet Corp.(CRCL)$ 大家要有做庄心态","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480568842707784","isVote":1,"tweetType":1,"viewCount":1210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454144679985640,"gmtCreate":1751905371706,"gmtModify":1751905756780,"author":{"id":"4213100143489700","authorId":"4213100143489700","name":"风云难测","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4213100143489700","idStr":"4213100143489700"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454144679985640","repostId":"454055347040768","repostType":1,"repost":{"id":454055347040768,"gmtCreate":1751875449775,"gmtModify":1752031201985,"author":{"id":"74125836878304","authorId":"74125836878304","name":"空军大队长","avatar":"https://static.tigerbbs.com/491ac6b2de4e6f00b0c07853ca1c186b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"74125836878304","idStr":"74125836878304"},"themes":[],"title":"短线可以抄底的几个股票","htmlText":"连续休息了三天半，很多人都去旅游度假了，不过我因为太热，哪也不去，就天天呆在家里，实在是太热了，我说一下我为什么反对特朗普的能源政策，地球温度上升主要是两个原因，一个是太阳的膨胀，因为地球的轨道是不变的，那太阳在变大的过程中，就跟地球距离越来越近，那地球温度自然会升高，但是这种非常慢，大概一亿年也就升高一两度，基本上忽略不计，第二个就是温室效应，火星为什么那么地球冷那么多，离太阳远是一个原因，还有一个原因就是二氧化碳跟甲烷太少了，给冰封在火星的南北极了，所以马斯克才说向火星的南北极扔一万颗核弹把冰封的二氧化碳跟甲烷释放到火星大气层里。我们地球在4亿年前的时候还没有进化出能分解木质素的细菌，所以大量的树木除了火烧掉之外，剩下的全部埋进土了成了石油煤炭，这些树木就没有办法把二氧化碳释放到大气层，导致地球越来越冷，后来小行星撞地球，也导致了地球的冰封，就是因为小行星撞击地球产生的灰尘把太阳给挡住了，地面阳光少了，自然就会冰封，南北极西伯利亚都是这种情况，自从第二次工业革命以石化燃料为动力，那就把密封在地底下的碳排放到大气层里，导致全球气温升高，而且这个是不可逆的，除非现在每年把树木又埋到几千米的地层里，这们气温才会下降，我们国家大力发展风电太阳能电动汽车，可以让气温不再升高，而美国大量开采石油会导致全球的气温越来越高，这是极不负责的，石油得到的能量是一次性的，但是高温导致的空调费用是年年都要花的，所以用石化燃料长期来看是最不经济的。今天我说一下抄底的几个股票，第一个是CRCL，因为这个股票价格一直是在180多上下横盘，180这个价格也就是跌了40%，一般来说股票跌了40%差不多就要到底了，再跌空间也不会很大，而且反对的反弹也能超过这个价格，当然很多人认为特朗普的大漂亮法案通过以后，对稳定币是一个利好，会大涨，我不这样认为，道理也简单，就是CRCL涨了五倍，严重透支了，就算后面出利","listText":"连续休息了三天半，很多人都去旅游度假了，不过我因为太热，哪也不去，就天天呆在家里，实在是太热了，我说一下我为什么反对特朗普的能源政策，地球温度上升主要是两个原因，一个是太阳的膨胀，因为地球的轨道是不变的，那太阳在变大的过程中，就跟地球距离越来越近，那地球温度自然会升高，但是这种非常慢，大概一亿年也就升高一两度，基本上忽略不计，第二个就是温室效应，火星为什么那么地球冷那么多，离太阳远是一个原因，还有一个原因就是二氧化碳跟甲烷太少了，给冰封在火星的南北极了，所以马斯克才说向火星的南北极扔一万颗核弹把冰封的二氧化碳跟甲烷释放到火星大气层里。我们地球在4亿年前的时候还没有进化出能分解木质素的细菌，所以大量的树木除了火烧掉之外，剩下的全部埋进土了成了石油煤炭，这些树木就没有办法把二氧化碳释放到大气层，导致地球越来越冷，后来小行星撞地球，也导致了地球的冰封，就是因为小行星撞击地球产生的灰尘把太阳给挡住了，地面阳光少了，自然就会冰封，南北极西伯利亚都是这种情况，自从第二次工业革命以石化燃料为动力，那就把密封在地底下的碳排放到大气层里，导致全球气温升高，而且这个是不可逆的，除非现在每年把树木又埋到几千米的地层里，这们气温才会下降，我们国家大力发展风电太阳能电动汽车，可以让气温不再升高，而美国大量开采石油会导致全球的气温越来越高，这是极不负责的，石油得到的能量是一次性的，但是高温导致的空调费用是年年都要花的，所以用石化燃料长期来看是最不经济的。今天我说一下抄底的几个股票，第一个是CRCL，因为这个股票价格一直是在180多上下横盘，180这个价格也就是跌了40%，一般来说股票跌了40%差不多就要到底了，再跌空间也不会很大，而且反对的反弹也能超过这个价格，当然很多人认为特朗普的大漂亮法案通过以后，对稳定币是一个利好，会大涨，我不这样认为，道理也简单，就是CRCL涨了五倍，严重透支了，就算后面出利","text":"连续休息了三天半，很多人都去旅游度假了，不过我因为太热，哪也不去，就天天呆在家里，实在是太热了，我说一下我为什么反对特朗普的能源政策，地球温度上升主要是两个原因，一个是太阳的膨胀，因为地球的轨道是不变的，那太阳在变大的过程中，就跟地球距离越来越近，那地球温度自然会升高，但是这种非常慢，大概一亿年也就升高一两度，基本上忽略不计，第二个就是温室效应，火星为什么那么地球冷那么多，离太阳远是一个原因，还有一个原因就是二氧化碳跟甲烷太少了，给冰封在火星的南北极了，所以马斯克才说向火星的南北极扔一万颗核弹把冰封的二氧化碳跟甲烷释放到火星大气层里。我们地球在4亿年前的时候还没有进化出能分解木质素的细菌，所以大量的树木除了火烧掉之外，剩下的全部埋进土了成了石油煤炭，这些树木就没有办法把二氧化碳释放到大气层，导致地球越来越冷，后来小行星撞地球，也导致了地球的冰封，就是因为小行星撞击地球产生的灰尘把太阳给挡住了，地面阳光少了，自然就会冰封，南北极西伯利亚都是这种情况，自从第二次工业革命以石化燃料为动力，那就把密封在地底下的碳排放到大气层里，导致全球气温升高，而且这个是不可逆的，除非现在每年把树木又埋到几千米的地层里，这们气温才会下降，我们国家大力发展风电太阳能电动汽车，可以让气温不再升高，而美国大量开采石油会导致全球的气温越来越高，这是极不负责的，石油得到的能量是一次性的，但是高温导致的空调费用是年年都要花的，所以用石化燃料长期来看是最不经济的。今天我说一下抄底的几个股票，第一个是CRCL，因为这个股票价格一直是在180多上下横盘，180这个价格也就是跌了40%，一般来说股票跌了40%差不多就要到底了，再跌空间也不会很大，而且反对的反弹也能超过这个价格，当然很多人认为特朗普的大漂亮法案通过以后，对稳定币是一个利好，会大涨，我不这样认为，道理也简单，就是CRCL涨了五倍，严重透支了，就算后面出利","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454055347040768","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454141878600056,"gmtCreate":1751905354290,"gmtModify":1751905756232,"author":{"id":"4213100143489700","authorId":"4213100143489700","name":"风云难测","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4213100143489700","idStr":"4213100143489700"},"themes":[],"htmlText":"内克塔治疗这个股，还有戏吗","listText":"内克塔治疗这个股，还有戏吗","text":"内克塔治疗这个股，还有戏吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454141878600056","repostId":"454055347040768","repostType":1,"repost":{"id":454055347040768,"gmtCreate":1751875449775,"gmtModify":1752031201985,"author":{"id":"74125836878304","authorId":"74125836878304","name":"空军大队长","avatar":"https://static.tigerbbs.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07:42","market":"hk","language":"zh","title":"600150，500亿元大单来了！谷歌重磅发布会来袭，5只概念股业绩有望大幅增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2590364401","media":"数据宝","summary":"　　中国船舶发布关于下属子公司重大合同的公告。　　12月8日晚间，中国船舶公告，公司实际控制人中国船舶集团有限公司与中国远洋海运集团有限公司在上海完成新造船项目的合作签约，合作涉及各型船舶87艘，金额约500亿元，其中跨境人民币结算约470亿元，均由本公司下属相关子公司承建。　　2025年前三季度，中国船舶实现营业收入1074.03亿元，同比增长17.96%；归母净利润58.52亿元，同比增长115.41%。","content":"<html><body><div>\n<blockquote><p>　　炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！</p></blockquote> <p cms-style=\"font-L\">　　<font cms-style=\"font-L\"><span><a href=\"https://laohu8.com/S/600150\">中国船舶</a></span><span></span>发布</font><font cms-style=\"font-L\">关于下属子公司重大合同的公告。</font></p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">12月8日晚间，中国船舶（</font></font><font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">600150</font></font><font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">）公告，公司实际控制人中国船舶集团有限公司与中国远洋海运集团有限公司在上海完成新造船项目的合作签约，合作涉及各型船舶87艘，金额约500亿元，其中跨境人民币结算约470亿元，均由本公司下属相关子公司承建。</font></font></p>\n<p cms-style=\"font-L\">　　公司同时表示，由于合同履行期较长且包含部分意向订单，对本公司当期利润不构成重大影响（以最终审计结果为准）。若本次项目顺利实施，将对公司未来的营业收入和利润产生一定积极影响，有利于提高公司中长期市场竞争力和盈利能力。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/204/w550h454/20251209/a8f6-4d12941d6f3588ceb282a5621cf9379a.png\"/><span></span></div>\n<p cms-style=\"font-L\">　　2025年前三季度，中国船舶实现营业收入1074.03亿元，同比增长17.96%；归母净利润58.52亿元，同比增长115.41%。</p>\n<p cms-style=\"font-L\">　　<span><a href=\"https://laohu8.com/S/601375\">中原证券</a></span><span></span>指出，2025年我国新接订单有所下滑，但完工量手持订单仍然保持良好的增长。行业向上趋势不变。2025年随着高价订单逐步交付，船舶制造行业有望实现量价齐增的周期复苏格局，企业盈利有望持续修复。中国船舶充分受益船舶行业周期复苏，量价齐增的良好景气周期，未来几年仍将持续迎来盈利修复。</p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L strong-Bold\"><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>“Android XR”发布会举办</font></p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L strong-Bold\">北京时间12月9日凌晨2点，<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>以“Android XR”为主题的特别发布会正式举办。这场发布会聚焦扩展现实（XR）领域，涵盖从智能眼镜到头戴式设备等多类产品的最新进展。业内分析人士将此次直播视为XR行业的重要风向标。</font></p>\n<p cms-style=\"font-L\">　　政策面上，近日，在2025XR智能终端产业大会上，北京经开区发布《北京经济技术开发区关于推动XR智能终端产业高质量发展的若干措施》（以下简称《措施》）。据悉，经开区2026年将在通明湖附近启动建设XR智能终端创新街区，支撑产业集群化发展。</p>\n<p cms-style=\"font-L\">　　《措施》要求，到2028年，培育5家以上领军企业，打造10个以上行业知名终端品牌，实现10个以上典型场景应用领域全覆盖，产业规模突破500亿元，形成技术自主领先、产业聚集度高、行业应用广泛、生态体系完善的XR智能终端领域世界级先进制造业集群。</p>\n<p cms-style=\"font-L\">　　<span><a href=\"https://laohu8.com/S/601881\">中国银河</a></span><span></span>证券指出，“AI+XR”生态已逐步成熟，上游芯片、光学组件与中游软硬件日趋完善，预计2025年全球XR市场规模将达到数千亿美元，2035年XR设备保有量有望达1.3亿台。随着XR应用从娱乐向教育、医疗、文旅等领域的拓展，6G网络将为其提供更强大的底层支撑，并成为6G发展的重要<span>驱动力</span><span></span>之一。</p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L strong-Bold\">这些XR概念股预计全年净利润向好</font></p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L underline\">据证券时报·数据宝对XR概念股进行了梳理。其中，2025年四季度至今（截至12月5日）融资净买入额超过1亿元的XR概念股有8只，<span><a href=\"https://laohu8.com/S/300456\">赛微电子</a></span><span></span>、<span><a href=\"https://laohu8.com/S/000725\">京东方A</a></span><span></span>、<span><a href=\"https://laohu8.com/S/002517\">恺英网络</a></span><span></span>排名前三，依次为8.64亿元、6.81亿元、3.02亿元；<span><a href=\"https://laohu8.com/S/002384\">东山精密</a></span><span></span>和<span><a href=\"https://laohu8.com/S/300323\">华灿光电</a></span><span></span>的对应金额也在2亿元以上。</font></p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L strong-Bold\">赛微电子</font>在互动平台表示，公司以MEMS专业制造厂商的角色参与VR、AR、MR相关领域的产业发展，同时积极推进OCS和其他硅光子产品的试产及量产进程。</p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L strong-Bold\"><a href=\"https://laohu8.com/S/00710\">京东方</a>A</font>旗下产品包含Micro OLED显示模组和Fast LCD模组，尺寸包含0.39英寸至5.5英寸，具有高分辨率，快速响应，高刷新率等特点，可应用于多种微显示场景。公司表示，在微显示方面，目前已为多家品牌客户提供应用于AR/VR/MR领域的显示产品。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/80/w550h330/20251209/eebf-f32ebd71b5fadfc23870cee85ceb5e10.png\"/><span></span></div>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L strong-Bold\">根据3家及以上机构一致预测，<span><a href=\"https://laohu8.com/S/002465\">海格通信</a></span><span></span>、<span><a href=\"https://laohu8.com/S/000100\">TCL科技</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300232\">洲明科技</a></span><span></span>、东山精密、<span><a href=\"https://laohu8.com/S/300458\">全志科技</a></span><span></span>5股在去年同期盈利基础上，2025年净利润有望翻倍；<span><a href=\"https://laohu8.com/S/300182\">捷成股份</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300738\">奥飞数据</a></span><span></span>净利润增幅居前，依次为77.83%、68.81%。此外，<span><a href=\"https://laohu8.com/S/002624\">完美世界</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300624\">万兴科技</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300474\">景嘉微</a></span><span></span>、<span><a href=\"https://laohu8.com/S/000050\">深天马A</a></span><span></span>全年则有望实现扭亏为盈。</font></p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L strong-Bold\">洲明科技</font>在互动平台表示，洲明集团及旗下子品牌雷迪奥在XR虚拟制作领域处于行业领军地位。公司在全球范围内先后打造了大批国际顶流XR虚拟摄影棚，其足迹遍布全球，得到好莱坞、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、奥斯卡奖等知名客户的认可。<span><a href=\"https://laohu8.com/S/601377\">兴业证券</a></span><span></span>表示，2025年，公司LED+AI战略升级，全场景AI生态覆盖ToB及ToC，助力公司成长，给予“增持”评级。</p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L strong-Bold\">完美世界</font>电竞积极探索运用AR、VR、MR等技术，不断丰富观众的观赛体验和感受。2024反恐精英世界锦标赛（上海Major）设立了VR全息观赛区，并在观赛区里设有混合现实（XR）比赛实时沙盘以及巨幕，为观众提供更优质的观赛体验。<span><a href=\"https://laohu8.com/S/601878\">浙商证券</a></span><span></span>指出，公司多款新游推动营收高增利润扭亏，《异环》因其优秀的品质和题材未来重点关注，维持“买入”评级。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/340/w550h590/20251209/a775-bf6c58ca7f4b70fde4c97af508452b84.png\"/><span></span></div>\n<font>新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。</font>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：郝欣煜 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>600150，500亿元大单来了！谷歌重磅发布会来袭，5只概念股业绩有望大幅增长</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\">\n600150，500亿元大单来了！谷歌重磅发布会来袭，5只概念股业绩有望大幅增长\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-09 07:42 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/marketresearch/2025-12-09/doc-inhaecqm3176299.shtml><strong>数据宝</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　中国船舶发布关于下属子公司重大合同的公告。\n　　12月8日晚间，中国船舶（600150）公告，公司实际控制人中国船舶集团有限公司与中国远洋海运集团有限公司在上海完成新造船项目的合作签约，合作涉及各型船舶87艘，金额约500亿元，其中跨境人民币结算约470亿元，均由本公司下属相关子公司承建。\n　　公司同时表示，由于合同...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/marketresearch/2025-12-09/doc-inhaecqm3176299.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600150":"中国船舶","BK4503":"景林资产持仓","BK0010":"央企","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) 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　　中国船舶发布关于下属子公司重大合同的公告。\n　　12月8日晚间，中国船舶（600150）公告，公司实际控制人中国船舶集团有限公司与中国远洋海运集团有限公司在上海完成新造船项目的合作签约，合作涉及各型船舶87艘，金额约500亿元，其中跨境人民币结算约470亿元，均由本公司下属相关子公司承建。\n　　公司同时表示，由于合同履行期较长且包含部分意向订单，对本公司当期利润不构成重大影响（以最终审计结果为准）。若本次项目顺利实施，将对公司未来的营业收入和利润产生一定积极影响，有利于提高公司中长期市场竞争力和盈利能力。\n\n　　2025年前三季度，中国船舶实现营业收入1074.03亿元，同比增长17.96%；归母净利润58.52亿元，同比增长115.41%。\n　　中原证券指出，2025年我国新接订单有所下滑，但完工量手持订单仍然保持良好的增长。行业向上趋势不变。2025年随着高价订单逐步交付，船舶制造行业有望实现量价齐增的周期复苏格局，企业盈利有望持续修复。中国船舶充分受益船舶行业周期复苏，量价齐增的良好景气周期，未来几年仍将持续迎来盈利修复。\n　　谷歌“Android XR”发布会举办\n　　北京时间12月9日凌晨2点，谷歌以“Android XR”为主题的特别发布会正式举办。这场发布会聚焦扩展现实（XR）领域，涵盖从智能眼镜到头戴式设备等多类产品的最新进展。业内分析人士将此次直播视为XR行业的重要风向标。\n　　政策面上，近日，在2025XR智能终端产业大会上，北京经开区发布《北京经济技术开发区关于推动XR智能终端产业高质量发展的若干措施》（以下简称《措施》）。据悉，经开区2026年将在通明湖附近启动建设XR智能终端创新街区，支撑产业集群化发展。\n　　《措施》要求，到2028年，培育5家以上领军企业，打造10个以上行业知名终端品牌，实现10个以上典型场景应用领域全覆盖，产业规模突破500亿元，形成技术自主领先、产业聚集度高、行业应用广泛、生态体系完善的XR智能终端领域世界级先进制造业集群。\n　　中国银河证券指出，“AI+XR”生态已逐步成熟，上游芯片、光学组件与中游软硬件日趋完善，预计2025年全球XR市场规模将达到数千亿美元，2035年XR设备保有量有望达1.3亿台。随着XR应用从娱乐向教育、医疗、文旅等领域的拓展，6G网络将为其提供更强大的底层支撑，并成为6G发展的重要驱动力之一。\n　　这些XR概念股预计全年净利润向好\n　　据证券时报·数据宝对XR概念股进行了梳理。其中，2025年四季度至今（截至12月5日）融资净买入额超过1亿元的XR概念股有8只，赛微电子、京东方A、恺英网络排名前三，依次为8.64亿元、6.81亿元、3.02亿元；东山精密和华灿光电的对应金额也在2亿元以上。\n　　赛微电子在互动平台表示，公司以MEMS专业制造厂商的角色参与VR、AR、MR相关领域的产业发展，同时积极推进OCS和其他硅光子产品的试产及量产进程。\n　　京东方A旗下产品包含Micro OLED显示模组和Fast LCD模组，尺寸包含0.39英寸至5.5英寸，具有高分辨率，快速响应，高刷新率等特点，可应用于多种微显示场景。公司表示，在微显示方面，目前已为多家品牌客户提供应用于AR/VR/MR领域的显示产品。\n\n　　根据3家及以上机构一致预测，海格通信、TCL科技、洲明科技、东山精密、全志科技5股在去年同期盈利基础上，2025年净利润有望翻倍；捷成股份、奥飞数据净利润增幅居前，依次为77.83%、68.81%。此外，完美世界、万兴科技、景嘉微、深天马A全年则有望实现扭亏为盈。\n　　洲明科技在互动平台表示，洲明集团及旗下子品牌雷迪奥在XR虚拟制作领域处于行业领军地位。公司在全球范围内先后打造了大批国际顶流XR虚拟摄影棚，其足迹遍布全球，得到好莱坞、微软、奥斯卡奖等知名客户的认可。兴业证券表示，2025年，公司LED+AI战略升级，全场景AI生态覆盖ToB及ToC，助力公司成长，给予“增持”评级。\n　　完美世界电竞积极探索运用AR、VR、MR等技术，不断丰富观众的观赛体验和感受。2024反恐精英世界锦标赛（上海Major）设立了VR全息观赛区，并在观赛区里设有混合现实（XR）比赛实时沙盘以及巨幕，为观众提供更优质的观赛体验。浙商证券指出，公司多款新游推动营收高增利润扭亏，《异环》因其优秀的品质和题材未来重点关注，维持“买入”评级。\n\n新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：郝欣煜","news_type":1,"symbols_score_info":{"600150":1.95,"GOOG":1.88,"USJW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504795664692040,"gmtCreate":1764260170672,"gmtModify":1764260173790,"author":{"id":"4213100143489700","authorId":"4213100143489700","name":"风云难测","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4213100143489700","idStr":"4213100143489700"},"themes":[],"title":"","htmlText":"大陆的股票 002407 300394 603232 002050 还可以持有，","listText":"大陆的股票 002407 300394 603232 002050 还可以持有，","text":"大陆的股票 002407 300394 603232 002050 还可以持有，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504795664692040","isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504794769322336,"gmtCreate":1764259505038,"gmtModify":1764259508164,"author":{"id":"4213100143489700","authorId":"4213100143489700","name":"风云难测","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4213100143489700","idStr":"4213100143489700"},"themes":[],"title":"","htmlText":"想请教一下，中国大陆，股票，300394 002050 603232 002407 还可以持有-吗","listText":"想请教一下，中国大陆，股票，300394 002050 603232 002407 还可以持有-吗","text":"想请教一下，中国大陆，股票，300394 002050 603232 002407 还可以持有-吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504794769322336","repostId":"473883968930160","repostType":1,"repost":{"id":473883968930160,"gmtCreate":1756726197066,"gmtModify":1756731733711,"author":{"id":"3501635951396291","authorId":"3501635951396291","name":"木头姐每天交易了什么","avatar":"https://static.tigerbbs.com/5a47ea428cf7912b7c26a4cd13a243ef","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501635951396291","idStr":"3501635951396291"},"themes":[],"title":"为什么木头姐宁愿买BMNR却不直接买ETH","htmlText":"最近美股最火的板块就是\"币股”，简单说就是那些疯狂囤币的上市公司～ 聊聊什么是币股？简单来讲就是那些原本业务不咋样，转头疯狂买币建国库的公司，最有名的是微策略(MSTR) 靠BTC起死回生。现在各种币的微策略都有：ETH、HYPE、TRC...无穷无尽 那么问题就来了，木头姐为什么不直接买币/ETF？这是我最好奇的问题！研究后发现还真有原因。 以BMNR为例 原业务：比特币挖矿+托管服务原先营收并不是很好，可以看下图 现阶段是狂买ETH，可以看到排行榜里，BMNR是排第一最大持有ETH公司。 1.机构为什么选币股？ 操作更方便 买美股比买币简单多了 很多公司财库还没批准买币 税务、审计标准更清晰 美股交易体系更成熟 2.天然杠杆效应 合规交易所只能买现货 币股天然提供加密货币杠杆敞口 涨起来比币本身更猛 3.专业管理想象空间 知名策略师Tomas Lee当董事长 可以做质押、DeFi生息 更多业务衍生可能 BMNR股东团队 -木头姐的ARK公司持股3.21%-Peter Thiel（美国知名企业家）持股2.94% -Ethereum Tower LLC(以太坊相关企业）持股1.92% -Jonathan Bates(个人投资者）持股0.40% -Thomas Lee(金融知名投资人）持股0.26% 币涨，币股涨，币跌，币股跌，甚至还有币股杠杆ETF。反正控制风险就对了，如果是囤币的，买币股是完全可以的。","listText":"最近美股最火的板块就是\"币股”，简单说就是那些疯狂囤币的上市公司～ 聊聊什么是币股？简单来讲就是那些原本业务不咋样，转头疯狂买币建国库的公司，最有名的是微策略(MSTR) 靠BTC起死回生。现在各种币的微策略都有：ETH、HYPE、TRC...无穷无尽 那么问题就来了，木头姐为什么不直接买币/ETF？这是我最好奇的问题！研究后发现还真有原因。 以BMNR为例 原业务：比特币挖矿+托管服务原先营收并不是很好，可以看下图 现阶段是狂买ETH，可以看到排行榜里，BMNR是排第一最大持有ETH公司。 1.机构为什么选币股？ 操作更方便 买美股比买币简单多了 很多公司财库还没批准买币 税务、审计标准更清晰 美股交易体系更成熟 2.天然杠杆效应 合规交易所只能买现货 币股天然提供加密货币杠杆敞口 涨起来比币本身更猛 3.专业管理想象空间 知名策略师Tomas Lee当董事长 可以做质押、DeFi生息 更多业务衍生可能 BMNR股东团队 -木头姐的ARK公司持股3.21%-Peter Thiel（美国知名企业家）持股2.94% -Ethereum Tower LLC(以太坊相关企业）持股1.92% -Jonathan Bates(个人投资者）持股0.40% -Thomas Lee(金融知名投资人）持股0.26% 币涨，币股涨，币跌，币股跌，甚至还有币股杠杆ETF。反正控制风险就对了，如果是囤币的，买币股是完全可以的。","text":"最近美股最火的板块就是\"币股”，简单说就是那些疯狂囤币的上市公司～ 聊聊什么是币股？简单来讲就是那些原本业务不咋样，转头疯狂买币建国库的公司，最有名的是微策略(MSTR) 靠BTC起死回生。现在各种币的微策略都有：ETH、HYPE、TRC...无穷无尽 那么问题就来了，木头姐为什么不直接买币/ETF？这是我最好奇的问题！研究后发现还真有原因。 以BMNR为例 原业务：比特币挖矿+托管服务原先营收并不是很好，可以看下图 现阶段是狂买ETH，可以看到排行榜里，BMNR是排第一最大持有ETH公司。 1.机构为什么选币股？ 操作更方便 买美股比买币简单多了 很多公司财库还没批准买币 税务、审计标准更清晰 美股交易体系更成熟 2.天然杠杆效应 合规交易所只能买现货 币股天然提供加密货币杠杆敞口 涨起来比币本身更猛 3.专业管理想象空间 知名策略师Tomas Lee当董事长 可以做质押、DeFi生息 更多业务衍生可能 BMNR股东团队 -木头姐的ARK公司持股3.21%-Peter Thiel（美国知名企业家）持股2.94% -Ethereum Tower LLC(以太坊相关企业）持股1.92% -Jonathan Bates(个人投资者）持股0.40% -Thomas Lee(金融知名投资人）持股0.26% 币涨，币股涨，币跌，币股跌，甚至还有币股杠杆ETF。反正控制风险就对了，如果是囤币的，买币股是完全可以的。","images":[{"img":"https://static.tigerbbs.com/98915e1cc7c1ce4399e16e6d50d55ea5","width":"1170","height":"1125"},{"img":"https://static.tigerbbs.com/2285362d2cd4e7453429cb6e8d7c7cc6","width":"1282","height":"329"},{"img":"https://static.tigerbbs.com/f421579706aa3270f6e122d834f53d97","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/473883968930160","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486885881987400,"gmtCreate":1759897616287,"gmtModify":1759897617595,"author":{"id":"4213100143489700","authorId":"4213100143489700","name":"风云难测","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4213100143489700","idStr":"4213100143489700"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLUG\">$普拉格能源(PLUG)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/PLUG\">$普拉格能源(PLUG)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$普拉格能源(PLUG)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486885881987400","isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":486882270126976,"gmtCreate":1759896823365,"gmtModify":1759896825330,"author":{"id":"4213100143489700","authorId":"4213100143489700","name":"风云难测","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4213100143489700","idStr":"4213100143489700"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 很好","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 很好","text":"$特斯拉(TSLA)$ 很好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486882270126976","isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":458152064807088,"gmtCreate":1752890364597,"gmtModify":1752890365772,"author":{"id":"4213100143489700","authorId":"4213100143489700","name":"风云难测","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4213100143489700","idStr":"4213100143489700"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QS\">$Quantumscape Corp.(QS)$&nbsp;</a><v-v data-views=\"1\"></v-v>6.06进场，什么时候可以出来&nbsp;","listText":"<a href=\"https://laohu8.com/S/QS\">$Quantumscape Corp.(QS)$&nbsp;</a><v-v data-views=\"1\"></v-v>6.06进场，什么时候可以出来&nbsp;","text":"$Quantumscape Corp.(QS)$ 6.06进场，什么时候可以出来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/458152064807088","isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":456641406579016,"gmtCreate":1752521402993,"gmtModify":1752529824022,"author":{"id":"4213100143489700","authorId":"4213100143489700","name":"风云难测","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4213100143489700","idStr":"4213100143489700"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CORZ\">$Core Scientific, Inc.(CORZ)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/CORZ\">$Core Scientific, Inc.(CORZ)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$Core Scientific, Inc.(CORZ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456641406579016","isVote":1,"tweetType":1,"viewCount":952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":454142613569912,"gmtCreate":1751905533727,"gmtModify":1751905762884,"author":{"id":"4213100143489700","authorId":"4213100143489700","name":"风云难测","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4213100143489700","idStr":"4213100143489700"},"themes":[],"htmlText":"NKTR可以关注吗","listText":"NKTR可以关注吗","text":"NKTR可以关注吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454142613569912","repostId":"454055347040768","repostType":1,"repost":{"id":454055347040768,"gmtCreate":1751875449775,"gmtModify":1752031201985,"author":{"id":"74125836878304","authorId":"74125836878304","name":"空军大队长","avatar":"https://static.tigerbbs.com/491ac6b2de4e6f00b0c07853ca1c186b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"74125836878304","idStr":"74125836878304"},"themes":[],"title":"短线可以抄底的几个股票","htmlText":"连续休息了三天半，很多人都去旅游度假了，不过我因为太热，哪也不去，就天天呆在家里，实在是太热了，我说一下我为什么反对特朗普的能源政策，地球温度上升主要是两个原因，一个是太阳的膨胀，因为地球的轨道是不变的，那太阳在变大的过程中，就跟地球距离越来越近，那地球温度自然会升高，但是这种非常慢，大概一亿年也就升高一两度，基本上忽略不计，第二个就是温室效应，火星为什么那么地球冷那么多，离太阳远是一个原因，还有一个原因就是二氧化碳跟甲烷太少了，给冰封在火星的南北极了，所以马斯克才说向火星的南北极扔一万颗核弹把冰封的二氧化碳跟甲烷释放到火星大气层里。我们地球在4亿年前的时候还没有进化出能分解木质素的细菌，所以大量的树木除了火烧掉之外，剩下的全部埋进土了成了石油煤炭，这些树木就没有办法把二氧化碳释放到大气层，导致地球越来越冷，后来小行星撞地球，也导致了地球的冰封，就是因为小行星撞击地球产生的灰尘把太阳给挡住了，地面阳光少了，自然就会冰封，南北极西伯利亚都是这种情况，自从第二次工业革命以石化燃料为动力，那就把密封在地底下的碳排放到大气层里，导致全球气温升高，而且这个是不可逆的，除非现在每年把树木又埋到几千米的地层里，这们气温才会下降，我们国家大力发展风电太阳能电动汽车，可以让气温不再升高，而美国大量开采石油会导致全球的气温越来越高，这是极不负责的，石油得到的能量是一次性的，但是高温导致的空调费用是年年都要花的，所以用石化燃料长期来看是最不经济的。今天我说一下抄底的几个股票，第一个是CRCL，因为这个股票价格一直是在180多上下横盘，180这个价格也就是跌了40%，一般来说股票跌了40%差不多就要到底了，再跌空间也不会很大，而且反对的反弹也能超过这个价格，当然很多人认为特朗普的大漂亮法案通过以后，对稳定币是一个利好，会大涨，我不这样认为，道理也简单，就是CRCL涨了五倍，严重透支了，就算后面出利","listText":"连续休息了三天半，很多人都去旅游度假了，不过我因为太热，哪也不去，就天天呆在家里，实在是太热了，我说一下我为什么反对特朗普的能源政策，地球温度上升主要是两个原因，一个是太阳的膨胀，因为地球的轨道是不变的，那太阳在变大的过程中，就跟地球距离越来越近，那地球温度自然会升高，但是这种非常慢，大概一亿年也就升高一两度，基本上忽略不计，第二个就是温室效应，火星为什么那么地球冷那么多，离太阳远是一个原因，还有一个原因就是二氧化碳跟甲烷太少了，给冰封在火星的南北极了，所以马斯克才说向火星的南北极扔一万颗核弹把冰封的二氧化碳跟甲烷释放到火星大气层里。我们地球在4亿年前的时候还没有进化出能分解木质素的细菌，所以大量的树木除了火烧掉之外，剩下的全部埋进土了成了石油煤炭，这些树木就没有办法把二氧化碳释放到大气层，导致地球越来越冷，后来小行星撞地球，也导致了地球的冰封，就是因为小行星撞击地球产生的灰尘把太阳给挡住了，地面阳光少了，自然就会冰封，南北极西伯利亚都是这种情况，自从第二次工业革命以石化燃料为动力，那就把密封在地底下的碳排放到大气层里，导致全球气温升高，而且这个是不可逆的，除非现在每年把树木又埋到几千米的地层里，这们气温才会下降，我们国家大力发展风电太阳能电动汽车，可以让气温不再升高，而美国大量开采石油会导致全球的气温越来越高，这是极不负责的，石油得到的能量是一次性的，但是高温导致的空调费用是年年都要花的，所以用石化燃料长期来看是最不经济的。今天我说一下抄底的几个股票，第一个是CRCL，因为这个股票价格一直是在180多上下横盘，180这个价格也就是跌了40%，一般来说股票跌了40%差不多就要到底了，再跌空间也不会很大，而且反对的反弹也能超过这个价格，当然很多人认为特朗普的大漂亮法案通过以后，对稳定币是一个利好，会大涨，我不这样认为，道理也简单，就是CRCL涨了五倍，严重透支了，就算后面出利","text":"连续休息了三天半，很多人都去旅游度假了，不过我因为太热，哪也不去，就天天呆在家里，实在是太热了，我说一下我为什么反对特朗普的能源政策，地球温度上升主要是两个原因，一个是太阳的膨胀，因为地球的轨道是不变的，那太阳在变大的过程中，就跟地球距离越来越近，那地球温度自然会升高，但是这种非常慢，大概一亿年也就升高一两度，基本上忽略不计，第二个就是温室效应，火星为什么那么地球冷那么多，离太阳远是一个原因，还有一个原因就是二氧化碳跟甲烷太少了，给冰封在火星的南北极了，所以马斯克才说向火星的南北极扔一万颗核弹把冰封的二氧化碳跟甲烷释放到火星大气层里。我们地球在4亿年前的时候还没有进化出能分解木质素的细菌，所以大量的树木除了火烧掉之外，剩下的全部埋进土了成了石油煤炭，这些树木就没有办法把二氧化碳释放到大气层，导致地球越来越冷，后来小行星撞地球，也导致了地球的冰封，就是因为小行星撞击地球产生的灰尘把太阳给挡住了，地面阳光少了，自然就会冰封，南北极西伯利亚都是这种情况，自从第二次工业革命以石化燃料为动力，那就把密封在地底下的碳排放到大气层里，导致全球气温升高，而且这个是不可逆的，除非现在每年把树木又埋到几千米的地层里，这们气温才会下降，我们国家大力发展风电太阳能电动汽车，可以让气温不再升高，而美国大量开采石油会导致全球的气温越来越高，这是极不负责的，石油得到的能量是一次性的，但是高温导致的空调费用是年年都要花的，所以用石化燃料长期来看是最不经济的。今天我说一下抄底的几个股票，第一个是CRCL，因为这个股票价格一直是在180多上下横盘，180这个价格也就是跌了40%，一般来说股票跌了40%差不多就要到底了，再跌空间也不会很大，而且反对的反弹也能超过这个价格，当然很多人认为特朗普的大漂亮法案通过以后，对稳定币是一个利好，会大涨，我不这样认为，道理也简单，就是CRCL涨了五倍，严重透支了，就算后面出利","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454055347040768","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}