ruan888的个人主页 - 老虎社区

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10-19 20:13

我做梦也梦不到啊[财迷] [晕]

马斯克2025年薪酬为1583.59亿美元股票奖励

10-07

$三倍做空半导体ETF-Direxion Daily(SOXS)$ 先出来看看再说

10-15

这种垃圾在大A市场上随处可见

茶百道停牌后遭恒指剔除

09-16

加息压不住美股上扬走势，该上的还得上，这就是美国市场

笃信今晚美联储加息！美债市场现“极端空头”

10-06

$SK海力士(SKHY)$ 估计还会上

10-13

把大A的品行带到了香港金融市场，真了得！

香港证监会：对涉嫌操纵首次公开招股的集团采取行动并暂停茶百道的股份交易

10-10

韩国的小命被ASML拿捏着

ASML零部件价格全线上调10%，三星SK海力士接受涨价，半导体设备成本压力蔓延

09-25

$SK海力士(SKHY)$ 抓条小黄鱼

09-25

科技巨头全家福[开心]

科技巨头齐聚白宫欢迎晚宴！马斯克、黄仁勋、库克、苏姿丰同坐主桌，微软、谷歌、OpenAI高管到场

10:20

$SK海力士(SKHY)$ 再试试刀锋

去老虎APP查看更多动态

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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韩国总统李在明：股市在经历大幅上涨后，出现回调是不可避免的。韩国股市被低估了。需要继续改善公司治理。政府难以干预股市。\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-10-19 16:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>韩国总统李在明：股市在经历大幅上涨后，出现回调是不可避免的。韩国股市被低估了。需要继续改善公司治理。政府难以干预股市。</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/c9d46fef3f8c0fc9299679ec43bef688","relate_stocks":{"SKHX":"2倍做多海力士ETF-Leverage Shares","KB":"韩国国民银行","SKHZ":"1倍做空海力士ETF-Leverage Shares","PKX":"浦项钢铁","SKHY":"SK海力士","FLKR":"Franklin FTSE South Korea ETF","KF":"韩国基金","HYNX":"2倍做多海力士ETF-T-REX","SK":"2倍做多海力士ETF-Corgi","KEP":"韩国电力","SKM":"韩国SK电信","SHG":"新韩金融","SKDD":"2倍做空海力士ETF-GraniteShares","MKOR":"Matthews Korea Active ETF","07709":"南方东英SK海力士每日杠杆最多 (2x) 产品","KORU":"3倍做多韩国ETF-Direxion","SKUU":"2倍做多海力士ETF-GraniteShares","07747":"南方两倍做多三星电子","SKHA":"Tradr 2X Long SK hynix Daily ETF","DDI":"DoubleDown Interactive","SKHL":"Direxion Daily SK Hynix Bull 2X ETF","SSNLF":"三星电子","SKHN":"Tradr 2X Short SK hynix Daily ETF","LPL":"LG Display Co ADS","KDEF":"PLUS Korea Defense Industry Index ETF","KT":"韩国电信","SKHQ":"2x Short SK Hynix Daily 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Inc.","SKHU":"2倍做多海力士-ProShares"},"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2676550952","content_text":"韩国总统李在明：股市在经历大幅上涨后，出现回调是不可避免的。韩国股市被低估了。需要继续改善公司治理。政府难以干预股市。","news_type":1,"symbols_score_info":{"SKHQ":0.6,"SK":0.6,"07747":2,"KT":2,"LPL":2,"DDI":2,"EWY":2,"CPNG":2,"FLKR":2,"SHG":2,"SKDD":0.6,"SSNLF":2,"MKOR":2,"SKHA":0.6,"SKHL":0.6,"SKHZ":0.6,"KDEF":2,"PKX":2,"KORU":2,"SKM":2,"KF":2,"07709":0.6,"KEP":2,"KB":2,"SKHX":0.6,"SKHN":0.6,"HYNX":0.6,"SKHU":0.6,"GRVY":2,"SKHY":2,"SKUU":0.6,"KPOP":2}},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620026209165752,"gmtCreate":1792399210042,"gmtModify":1792400016198,"author":{"id":"4251954051832182","authorId":"4251954051832182","name":"ruan888","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4251954051832182","authorIdStr":"4251954051832182"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$ </a> 芯片股已连跌十多天了，今天有点见底反弹了，先试试刀锋看。","listText":"<a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$ </a> 芯片股已连跌十多天了，今天有点见底反弹了，先试试刀锋看。","text":"$SK海力士(SKHY)$ 芯片股已连跌十多天了，今天有点见底反弹了，先试试刀锋看。","images":[{"img":"https://static.tigerbbs.com/6cd8b6f96802ad988de9a6532423ff86","width":"986","height":"1577"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620026209165752","isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":618519959536472,"gmtCreate":1792047594874,"gmtModify":1792050081578,"author":{"id":"4251954051832182","authorId":"4251954051832182","name":"ruan888","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4251954051832182","authorIdStr":"4251954051832182"},"themes":[],"title":"","htmlText":"看看韩国政府是怎样采取措施，止住股市下跌的","listText":"看看韩国政府是怎样采取措施，止住股市下跌的","text":"看看韩国政府是怎样采取措施，止住股市下跌的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618519959536472","repostId":"1157898922","repostType":4,"repost":{"id":"1157898922","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":1792043489,"share":"https://www.laohunote.com/m/news/1157898922?lang=zh_CN&edition=full","pubTime":"2026-10-15 13:51","market":"hk","language":"zh","title":"韩国综合指数跌幅扩大至9%，韩国相关资产大幅走低，KORU跌超20%，SK海力士跌超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1157898922","media":"老虎资讯综合","summary":"韩国综合指数跌幅扩大至9%，三星电子、SK海力士均跌近12%韩国相关资产大幅走低。美股夜盘方面，韩国三倍做多ETF（KORU）跌20.73%，SK海力士（SKHY）跌7.03%；韩国ETF中，EWY跌6.88%，FLKR跌7.21%，韩国国防主题ETF（KDEF）跌0.87%。港股方面，南方东英韩国KOSPI ETF（03121）跌10.01%，TR韩国ETF（02848）跌10.47%；SK海力士及三星电子相关杠杆产品（07709、07747）分别跌23.87%和23.35%。","content":"<html><head></head><body><p style=\"text-align: left;\">韩国综合指数跌幅扩大至9%，三星电子、SK海力士均跌近12%。</p><p style=\"text-align: left;\">韩国相关资产大幅走低。美股夜盘方面， <a href=\"https://laohu8.com/S/KORU\">3倍做多韩国ETF-Direxion</a>跌20.73%， <a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>跌7.03%；韩国ETF中， <a href=\"https://laohu8.com/S/EWY\">韩国ETF-iShares MSCI</a>跌6.88%， <a href=\"https://laohu8.com/S/FLKR\">Franklin FTSE South Korea ETF</a>跌7.21%， <a href=\"https://laohu8.com/S/KDEF\">PLUS Korea Defense Industry Index ETF</a>跌0.87%。</p><p style=\"text-align: left;\">港股方面， <a href=\"https://laohu8.com/S/03121\">南方KOSPI</a>跌10.01%， <a href=\"https://laohu8.com/S/02848\">TR韩国</a>跌10.47%； <a href=\"https://laohu8.com/S/07709\">南方东英SK海力士每日杠杆最多 (2x) 产品</a>、<a href=\"https://laohu8.com/S/07747\">南方两倍做多三星电子</a>分别跌23.87%和23.35%。</p><p style=\"text-align: left;\">今日下午，韩国金融监管机构就股市召开紧急会议，下令采取主动措施，保障市场稳定与投资者保护。</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>韩国综合指数跌幅扩大至9%，韩国相关资产大幅走低，KORU跌超20%，SK海力士跌超7%</title>\n<style 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style=\"text-align: left;\">韩国综合指数跌幅扩大至9%，三星电子、SK海力士均跌近12%。</p><p style=\"text-align: left;\">韩国相关资产大幅走低。美股夜盘方面， <a href=\"https://laohu8.com/S/KORU\">3倍做多韩国ETF-Direxion</a>跌20.73%， <a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>跌7.03%；韩国ETF中， <a href=\"https://laohu8.com/S/EWY\">韩国ETF-iShares MSCI</a>跌6.88%， <a href=\"https://laohu8.com/S/FLKR\">Franklin FTSE South Korea ETF</a>跌7.21%， <a href=\"https://laohu8.com/S/KDEF\">PLUS Korea Defense Industry Index ETF</a>跌0.87%。</p><p style=\"text-align: left;\">港股方面， <a href=\"https://laohu8.com/S/03121\">南方KOSPI</a>跌10.01%， <a href=\"https://laohu8.com/S/02848\">TR韩国</a>跌10.47%； <a href=\"https://laohu8.com/S/07709\">南方东英SK海力士每日杠杆最多 (2x) 产品</a>、<a href=\"https://laohu8.com/S/07747\">南方两倍做多三星电子</a>分别跌23.87%和23.35%。</p><p style=\"text-align: left;\">今日下午，韩国金融监管机构就股市召开紧急会议，下令采取主动措施，保障市场稳定与投资者保护。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/474f2f58b3dbbf15db7e507b449dbfab","relate_stocks":{"07747":"南方两倍做多三星电子","SKUU":"2倍做多海力士ETF-GraniteShares","SKHA":"Tradr 2X Long SK hynix Daily ETF","KORU":"3倍做多韩国ETF-Direxion","SKHL":"Direxion Daily SK Hynix Bull 2X ETF","SKHN":"Tradr 2X Short SK hynix Daily ETF","EWY":"韩国ETF-iShares MSCI","SKHQ":"2x Short SK Hynix Daily ETF","02848":"TR韩国","SKHU":"2倍做多海力士-ProShares","SKHX":"2倍做多海力士ETF-Leverage Shares","SKHZ":"1倍做空海力士ETF-Leverage Shares","KDEF":"PLUS Korea Defense Industry Index ETF","HYNX":"2倍做多海力士ETF-T-REX","FLKR":"Franklin FTSE South Korea ETF","SKHY":"SK海力士","SK":"2倍做多海力士ETF-Corgi","07709":"南方东英SK海力士每日杠杆最多 (2x) 产品","SKDD":"2倍做空海力士ETF-GraniteShares","03121":"南方KOSPI"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157898922","content_text":"韩国综合指数跌幅扩大至9%，三星电子、SK海力士均跌近12%。韩国相关资产大幅走低。美股夜盘方面， 3倍做多韩国ETF-Direxion跌20.73%， SK海力士跌7.03%；韩国ETF中， 韩国ETF-iShares MSCI跌6.88%， Franklin FTSE South Korea ETF跌7.21%， PLUS Korea Defense Industry Index ETF跌0.87%。港股方面， 南方KOSPI跌10.01%， TR韩国跌10.47%； 南方东英SK海力士每日杠杆最多 (2x) 产品、南方两倍做多三星电子分别跌23.87%和23.35%。今日下午，韩国金融监管机构就股市召开紧急会议，下令采取主动措施，保障市场稳定与投资者保护。","news_type":1,"symbols_score_info":{"07709":0.6,"SKHX":0.6,"07747":2,"SKHU":0.6,"SKHL":0.6,"KORU":2,"EWY":2,"SKHZ":0.6,"SKDD":0.6,"SKHQ":0.6,"03121":2,"SKUU":0.6,"HYNX":0.6,"KDEF":2,"SKHN":0.6,"FLKR":2,"02848":2,"SK":0.6,"SKHA":0.6,"SKHY":2}},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618462380061448,"gmtCreate":1792033534133,"gmtModify":1792033751438,"author":{"id":"4251954051832182","authorId":"4251954051832182","name":"ruan888","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4251954051832182","authorIdStr":"4251954051832182"},"themes":[],"title":"","htmlText":"这种垃圾在大A市场上随处可见","listText":"这种垃圾在大A市场上随处可见","text":"这种垃圾在大A市场上随处可见","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618462380061448","repostId":"1166775327","repostType":2,"repost":{"id":"1166775327","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":1792033004,"share":"https://www.laohunote.com/m/news/1166775327?lang=zh_CN&edition=full","pubTime":"2026-10-15 10:56","market":"hk","language":"zh","title":"茶百道停牌后遭恒指剔除","url":"https://stock-news.laohu8.com/highlight/detail?id=1166775327","media":"老虎资讯综合","summary":"次日晚间，恒生指数公司火速启动剔除程序，将茶百道移出恒生系列指数成份股。根据指数编制与处理规则：价格调整：茶百道于2026年10月22日(星期四)开市前，在指数计算系统中被强制调整为最低价格；正式剔除：在10月22日当天收市后，以0.0001港元的价格正式从相关指数中剔除；生效时间：全部指数调整将于2026年10月23日(星期五)起全面生效。","content":"<html><head></head><body><p style=\"text-align: left;\">新茶饮品牌，<a href=\"https://laohu8.com/S/02555\">茶百道</a>因卷入操纵疑云，已被香港证监会罕见勒令自10月13日起暂停交易；与此案相关的冻结资金上限达43.79亿港元，创下香港证监会历来同类案件的最高纪录。次日晚间，恒生指数公司火速启动剔除程序，将茶百道移出恒生系列指数成份股。</p><p style=\"text-align: left;\">恒指公司表示，<a href=\"https://laohu8.com/S/02555\">茶百道</a>于联交所上市之股份受监管机构调查而停牌，其股份将会从恒生指数系列中剔除。</p><p style=\"text-align: left;\">根据指数编制与处理规则：</p><blockquote><p style=\"text-align: left;\">价格调整：茶百道于2026年10月22日(星期四)开市前，在指数计算系统中被强制调整为最低价格(即 0.0001港元)；</p></blockquote><blockquote><p style=\"text-align: left;\">正式剔除：在10月22日当天收市后，以0.0001港元的价格正式从相关指数中剔除；</p></blockquote><blockquote><p style=\"text-align: left;\">生效时间：全部指数调整将于2026年10月23日(星期五)起全面生效。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/42a242e31475008b32f6f55e1b202129\" data-align=\"center\" tg-width=\"1434\" tg-height=\"1242\"/><span></span></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>茶百道停牌后遭恒指剔除</title>\n<style 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}\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茶百道停牌后遭恒指剔除\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\">2026-10-15 10:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">新茶饮品牌，<a href=\"https://laohu8.com/S/02555\">茶百道</a>因卷入操纵疑云，已被香港证监会罕见勒令自10月13日起暂停交易；与此案相关的冻结资金上限达43.79亿港元，创下香港证监会历来同类案件的最高纪录。次日晚间，恒生指数公司火速启动剔除程序，将茶百道移出恒生系列指数成份股。</p><p style=\"text-align: left;\">恒指公司表示，<a href=\"https://laohu8.com/S/02555\">茶百道</a>于联交所上市之股份受监管机构调查而停牌，其股份将会从恒生指数系列中剔除。</p><p style=\"text-align: left;\">根据指数编制与处理规则：</p><blockquote><p style=\"text-align: left;\">价格调整：茶百道于2026年10月22日(星期四)开市前，在指数计算系统中被强制调整为最低价格(即 0.0001港元)；</p></blockquote><blockquote><p style=\"text-align: left;\">正式剔除：在10月22日当天收市后，以0.0001港元的价格正式从相关指数中剔除；</p></blockquote><blockquote><p style=\"text-align: left;\">生效时间：全部指数调整将于2026年10月23日(星期五)起全面生效。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/42a242e31475008b32f6f55e1b202129\" data-align=\"center\" tg-width=\"1434\" tg-height=\"1242\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/af75d6e00c50ae0e47375132ca705d38","relate_stocks":{"02555":"茶百道"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166775327","content_text":"新茶饮品牌，茶百道因卷入操纵疑云，已被香港证监会罕见勒令自10月13日起暂停交易；与此案相关的冻结资金上限达43.79亿港元，创下香港证监会历来同类案件的最高纪录。次日晚间，恒生指数公司火速启动剔除程序，将茶百道移出恒生系列指数成份股。恒指公司表示，茶百道于联交所上市之股份受监管机构调查而停牌，其股份将会从恒生指数系列中剔除。根据指数编制与处理规则：价格调整：茶百道于2026年10月22日(星期四)开市前，在指数计算系统中被强制调整为最低价格(即 0.0001港元)；正式剔除：在10月22日当天收市后，以0.0001港元的价格正式从相关指数中剔除；生效时间：全部指数调整将于2026年10月23日(星期五)起全面生效。","news_type":1,"symbols_score_info":{"02555":2}},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618316090478984,"gmtCreate":1791979377982,"gmtModify":1791979380107,"author":{"id":"4251954051832182","authorId":"4251954051832182","name":"ruan888","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4251954051832182","authorIdStr":"4251954051832182"},"themes":[],"title":"","htmlText":"先来个关门打…","listText":"先来个关门打…","text":"先来个关门打…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618316090478984","repostId":"1124194824","repostType":2,"repost":{"id":"1124194824","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":1791965829,"share":"https://www.laohunote.com/m/news/1124194824?lang=zh_CN&edition=full","pubTime":"2026-10-14 16:17","market":"us","language":"zh","title":"老虎暗盘｜传音控股暗盘跌逾 3%，一手账面蚀118 港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1124194824","media":"老虎资讯综合","summary":"传音控股暗盘跌逾 3%，不计手续费，一手账面蚀118 港元。传音控股10 月 13 日早间宣布其 H 股全球发售的发售价已厘定为每股 H 股 35.30 港元。传音控股于10月7日至10月12日期间招股，招股价区间为每股35.30港元至38.80港元，最终定价取区间下限。本次公司拟全球发售约 8,664.83 万股H股，每手买卖单位为100股，入场费约3919港元。据 IDC 数据，2026年上半年公司在全球手机市场的占有率为 11.3%，在全球手机品牌厂商中排名第三，其中非洲智能机市场占有率排名第一。","content":"<html><head></head><body><p style=\"text-align: left;\">传音控股暗盘跌逾 3%，不计手续费，一手账面蚀118 港元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/37701a992c2fbc97c031c55e1e29dab6\" data-align=\"center\" tg-width=\"722\" tg-height=\"330\"/><span></span></p><p style=\"text-align: left;\">传音控股（688036.SH，02636.HK）10 月 13 日早间宣布其 H 股全球发售的发售价已厘定为每股 H 股 35.30 港元。</p><p style=\"text-align: left;\">传音控股于10月7日至10月12日期间招股，招股价区间为每股35.30港元至38.80港元，最终定价取区间下限。本次公司拟全球发售约 8,664.83 万股H股，每手买卖单位为100股，入场费约3919港元。</p><p style=\"text-align: left;\">传音控股主要从事以手机为核心的智能终端产品的设计、研发、生产、销售和品牌运营，旗下拥有 TECNO、Infinix、itel 三大手机品牌，并创办数码配件品牌 oraimo、售后服务品牌 Carlcare 和家用电器品牌 Syinix，销售网络覆盖非洲、南亚、东南亚、中东和拉美等新兴市场。</p><p style=\"text-align: left;\">据 IDC 数据，2026年上半年公司在全球手机市场的占有率为 11.3%，在全球手机品牌厂商中排名第三，其中非洲智能机市场占有率排名第一。</p><p style=\"text-align: left;\">财务数据显示，2026年上半年公司实现营业收入 354.31 亿元，同比增长 21.85%；归属于上市公司股东的净利润 17.73 亿元，同比增长 46.22%；扣非后净利润 14.80 亿元，同比增长 64.98%；毛利率提升至 22.63%。其中手机业务实现营收 297.21 亿元，占总营收 83.88%；扩品类及移动互联等其他业务实现营收 56.83 亿元，同比增长 91.3%。</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>老虎暗盘｜传音控股暗盘跌逾 3%，一手账面蚀118 港元</title>\n<style 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}\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老虎暗盘｜传音控股暗盘跌逾 3%，一手账面蚀118 港元\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\">2026-10-14 16:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">传音控股暗盘跌逾 3%，不计手续费，一手账面蚀118 港元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/37701a992c2fbc97c031c55e1e29dab6\" data-align=\"center\" tg-width=\"722\" tg-height=\"330\"/><span></span></p><p style=\"text-align: left;\">传音控股（688036.SH，02636.HK）10 月 13 日早间宣布其 H 股全球发售的发售价已厘定为每股 H 股 35.30 港元。</p><p style=\"text-align: left;\">传音控股于10月7日至10月12日期间招股，招股价区间为每股35.30港元至38.80港元，最终定价取区间下限。本次公司拟全球发售约 8,664.83 万股H股，每手买卖单位为100股，入场费约3919港元。</p><p style=\"text-align: left;\">传音控股主要从事以手机为核心的智能终端产品的设计、研发、生产、销售和品牌运营，旗下拥有 TECNO、Infinix、itel 三大手机品牌，并创办数码配件品牌 oraimo、售后服务品牌 Carlcare 和家用电器品牌 Syinix，销售网络覆盖非洲、南亚、东南亚、中东和拉美等新兴市场。</p><p style=\"text-align: left;\">据 IDC 数据，2026年上半年公司在全球手机市场的占有率为 11.3%，在全球手机品牌厂商中排名第三，其中非洲智能机市场占有率排名第一。</p><p style=\"text-align: left;\">财务数据显示，2026年上半年公司实现营业收入 354.31 亿元，同比增长 21.85%；归属于上市公司股东的净利润 17.73 亿元，同比增长 46.22%；扣非后净利润 14.80 亿元，同比增长 64.98%；毛利率提升至 22.63%。其中手机业务实现营收 297.21 亿元，占总营收 83.88%；扩品类及移动互联等其他业务实现营收 56.83 亿元，同比增长 91.3%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"02636":"传音控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124194824","content_text":"传音控股暗盘跌逾 3%，不计手续费，一手账面蚀118 港元。传音控股（688036.SH，02636.HK）10 月 13 日早间宣布其 H 股全球发售的发售价已厘定为每股 H 股 35.30 港元。传音控股于10月7日至10月12日期间招股，招股价区间为每股35.30港元至38.80港元，最终定价取区间下限。本次公司拟全球发售约 8,664.83 万股H股，每手买卖单位为100股，入场费约3919港元。传音控股主要从事以手机为核心的智能终端产品的设计、研发、生产、销售和品牌运营，旗下拥有 TECNO、Infinix、itel 三大手机品牌，并创办数码配件品牌 oraimo、售后服务品牌 Carlcare 和家用电器品牌 Syinix，销售网络覆盖非洲、南亚、东南亚、中东和拉美等新兴市场。据 IDC 数据，2026年上半年公司在全球手机市场的占有率为 11.3%，在全球手机品牌厂商中排名第三，其中非洲智能机市场占有率排名第一。财务数据显示，2026年上半年公司实现营业收入 354.31 亿元，同比增长 21.85%；归属于上市公司股东的净利润 17.73 亿元，同比增长 46.22%；扣非后净利润 14.80 亿元，同比增长 64.98%；毛利率提升至 22.63%。其中手机业务实现营收 297.21 亿元，占总营收 83.88%；扩品类及移动互联等其他业务实现营收 56.83 亿元，同比增长 91.3%。","news_type":1,"symbols_score_info":{"02636":2}},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617936688988232,"gmtCreate":1791882642097,"gmtModify":1791882644491,"author":{"id":"4251954051832182","authorId":"4251954051832182","name":"ruan888","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4251954051832182","authorIdStr":"4251954051832182"},"themes":[],"title":"","htmlText":"把大A的品行带到了香港金融市场，真了得！","listText":"把大A的品行带到了香港金融市场，真了得！","text":"把大A的品行带到了香港金融市场，真了得！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617936688988232","repostId":"1164241435","repostType":4,"repost":{"id":"1164241435","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":1791880770,"share":"https://www.laohunote.com/m/news/1164241435?lang=zh_CN&edition=full","pubTime":"2026-10-13 16:39","market":"us","language":"zh","title":"香港证监会：对涉嫌操纵首次公开招股的集团采取行动并暂停茶百道的股份交易","url":"https://stock-news.laohu8.com/highlight/detail?id=1164241435","media":"老虎资讯综合","summary":"香港证监会称，已对两个集团采取行动，因它们涉嫌参与欺诈计划，意图就首次公开招股的股份需求营造虚假或非真实的表象。香港证监会亦已指示香港联合交易所有限公司，自今天上午9时正起暂停四川百茶百道实业股份有限公司（茶百道）（股份代号：02555）的股份交易。香港证监会还表示，高度关注，茶百道的首次公开招股可能曾被人为操纵，意图就茶百道的股份需求营造非真实的表象。在证监会继续进行调查期间，暂停茶百道的股份交易，对为该股维持一个有秩序和公平的市场及维护投资大众的利益是有需要或合宜的。","content":"<html><head></head><body><p style=\"text-align: left;\"><span>香港证监会称，已对两个集团采取行动，因它们涉嫌参与欺诈计划，意图就首次公开招股的股份需求营造虚假或非真实的表象。香港证监会亦已指示香港联合交易所有限公司，自今天上午9时正起暂停四川百茶百道实业股份有限公司（茶百道）（股份代号：02555）的股份交易。香港证监会还表示，高度关注，茶百道的首次公开招股可能曾被人为操纵，意图就茶百道的股份需求营造非真实的表象。在证监会继续进行调查期间，暂停茶百道的股份交易，对为该股维持一个有秩序和公平的市场及维护投资大众的利益是有需要或合宜的。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b72bdf3f3aa5894dd44dbb644622f3a\" data-align=\"center\" tg-width=\"1202\" tg-height=\"1036\"/><span></span></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>香港证监会：对涉嫌操纵首次公开招股的集团采取行动并暂停茶百道的股份交易</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{ 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}\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香港证监会：对涉嫌操纵首次公开招股的集团采取行动并暂停茶百道的股份交易\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\">2026-10-13 16:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><span>香港证监会称，已对两个集团采取行动，因它们涉嫌参与欺诈计划，意图就首次公开招股的股份需求营造虚假或非真实的表象。香港证监会亦已指示香港联合交易所有限公司，自今天上午9时正起暂停四川百茶百道实业股份有限公司（茶百道）（股份代号：02555）的股份交易。香港证监会还表示，高度关注，茶百道的首次公开招股可能曾被人为操纵，意图就茶百道的股份需求营造非真实的表象。在证监会继续进行调查期间，暂停茶百道的股份交易，对为该股维持一个有秩序和公平的市场及维护投资大众的利益是有需要或合宜的。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b72bdf3f3aa5894dd44dbb644622f3a\" data-align=\"center\" tg-width=\"1202\" tg-height=\"1036\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/83d7e15a34ddc924a5b1bb03835a8d36","relate_stocks":{"02555":"茶百道"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164241435","content_text":"香港证监会称，已对两个集团采取行动，因它们涉嫌参与欺诈计划，意图就首次公开招股的股份需求营造虚假或非真实的表象。香港证监会亦已指示香港联合交易所有限公司，自今天上午9时正起暂停四川百茶百道实业股份有限公司（茶百道）（股份代号：02555）的股份交易。香港证监会还表示，高度关注，茶百道的首次公开招股可能曾被人为操纵，意图就茶百道的股份需求营造非真实的表象。在证监会继续进行调查期间，暂停茶百道的股份交易，对为该股维持一个有秩序和公平的市场及维护投资大众的利益是有需要或合宜的。","news_type":1,"symbols_score_info":{"02555":2}},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616882843538232,"gmtCreate":1791625421609,"gmtModify":1791625423540,"author":{"id":"4251954051832182","authorId":"4251954051832182","name":"ruan888","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4251954051832182","authorIdStr":"4251954051832182"},"themes":[],"title":"","htmlText":"韩国的小命被ASML拿捏着","listText":"韩国的小命被ASML拿捏着","text":"韩国的小命被ASML拿捏着","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616882843538232","repostId":"2674848896","repostType":4,"repost":{"id":"2674848896","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":1791612104,"share":"https://www.laohunote.com/m/news/2674848896?lang=zh_CN&edition=full","pubTime":"2026-10-10 14:01","market":"us","language":"zh","title":"ASML零部件价格全线上调10%，三星SK海力士接受涨价，半导体设备成本压力蔓延","url":"https://stock-news.laohu8.com/highlight/detail?id=2674848896","media":"华尔街见闻","summary":"ASML罕见对三星、SK海力士全线零部件涨价10%。受AI扩产潮驱动，设备供需严重失衡，应用材料等巨头纷纷跟进。晶圆厂议价优势不再。","content":"<html><head></head><body><p style=\"text-align: left;\">全球最大半导体设备制造商 <a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>宣布对韩国客户实施零部件价格全线上调10%，<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>与<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>已接受这一方案，涨价将于明年1月起正式生效。这标志着半导体设备供应链的定价权正加速向供应商一侧倾斜，行业成本压力持续扩散。</p><p style=\"text-align: left;\">据韩国科技媒体The Lec报道，ASML总部于上月初通过韩国法人向<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和SK海力士发出涨价通知，经双方采购部门协商后确认。此次涨价覆盖EUV与DUV光刻机的全部零部件，包括定期采购的消耗性部件，以及因故障或性能下降而需更换的核心组件，涉及光学系统、光源、精密驱动装置等。</p><p style=\"text-align: left;\">此次全线一次性上调10%被业界视为异常举措。ASML此前通常仅在原材料价格大幅上涨或特定材料采购困难时对个别零部件进行单独调价。与此同时，ASML正与主要客户就新设备价格上调展开谈判，设备本体涨价预期也在升温。业界普遍认为，三星和SK海力士接受涨价后，其他设备与零部件供应商的提价要求将获得更大支撑。</p><h2 style=\"text-align: left;\">ASML零部件涨价：覆盖范围广，时机罕见</h2><p style=\"text-align: left;\">此次涨价范围涵盖ASML供应韩国市场的所有替换用设备零部件，EUV与DUV光刻机均在其列。从定期更换的消耗品到关键结构件，价格将于2026年1月起统一上调10%。</p><p style=\"text-align: left;\">ASML将安装于客户工厂的设备服务、零部件及升级业务单独核算。2024年该业务收入达81.93亿欧元，占公司总营收326.67亿欧元的约25%。ASML预计今年这部分收入将增长逾30%。</p><p style=\"text-align: left;\">一位半导体行业人士表示，零部件构成要素的整体成本确实有所上升，但ASML此举也有在客户盈利改善之际提升自身利润率的考量。</p><h2 style=\"text-align: left;\">设备本体涨价谈判同步推进，TSMC态度存分歧</h2><p style=\"text-align: left;\">在零部件之外，新订单设备的价格上调同样在酝酿之中。ASML目前正与主要客户就设备价格上调进行磋商。</p><p style=\"text-align: left;\">据The Information此前7月报道，ASML已通知中国半导体企业等客户，DUV设备价格将上调10%，部分客户已接受。然而，作为ASML最大客户的台积电据悉对设备涨价持反对立场。</p><p style=\"text-align: left;\">三星和SK海力士率先接受零部件涨价，被业界解读为一个重要信号——在供需格局已然逆转的背景下，大型客户的议价空间正在收窄。</p><h2 style=\"text-align: left;\">涨价潮蔓延，多家设备巨头跟进</h2><p style=\"text-align: left;\">ASML并非孤例。半导体设备领域的涨价趋势已在多家头部企业中蔓延。</p><p style=\"text-align: left;\">美国应用材料公司在今年8月的业绩发布中表示，新产品与现有产品价格均已提升。日本东京电子在7月末的业绩说明会上表示，正推进包括在售设备在内的价格调整，以应对成本上升压力。美国等离子电源设备商Advanced Energy也宣布对部分产品线提价。</p><h2 style=\"text-align: left;\">供需失衡是核心驱动力</h2><p style=\"text-align: left;\">此轮涨价潮的根本原因在于供需结构性失衡。AI数据中心投资热潮带动存储与晶圆代工厂商同步扩产，设备与零部件订单集中涌入，而供应商扩充产能需要时间。与此同时，通胀与原材料价格上涨也推高了供应商的成本负担。</p><p style=\"text-align: left;\">这与过去半导体厂商凭借采购规模优势压低供应商单价的格局形成鲜明对比。当前，供应商的价格谈判能力已显著增强。</p><p style=\"text-align: left;\">一位行业人士指出，大规模扩产正在实际落地，设备与零部件已进入供应短缺阶段，随着晶圆投入量持续增加，耗材领域也将出现大规模供应缺口。</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>ASML零部件价格全线上调10%，三星SK海力士接受涨价，半导体设备成本压力蔓延</title>\n<style 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}\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\">\nASML零部件价格全线上调10%，三星SK海力士接受涨价，半导体设备成本压力蔓延\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-10-10 14:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">全球最大半导体设备制造商 <a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>宣布对韩国客户实施零部件价格全线上调10%，<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>与<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>已接受这一方案，涨价将于明年1月起正式生效。这标志着半导体设备供应链的定价权正加速向供应商一侧倾斜，行业成本压力持续扩散。</p><p style=\"text-align: left;\">据韩国科技媒体The Lec报道，ASML总部于上月初通过韩国法人向<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和SK海力士发出涨价通知，经双方采购部门协商后确认。此次涨价覆盖EUV与DUV光刻机的全部零部件，包括定期采购的消耗性部件，以及因故障或性能下降而需更换的核心组件，涉及光学系统、光源、精密驱动装置等。</p><p style=\"text-align: left;\">此次全线一次性上调10%被业界视为异常举措。ASML此前通常仅在原材料价格大幅上涨或特定材料采购困难时对个别零部件进行单独调价。与此同时，ASML正与主要客户就新设备价格上调展开谈判，设备本体涨价预期也在升温。业界普遍认为，三星和SK海力士接受涨价后，其他设备与零部件供应商的提价要求将获得更大支撑。</p><h2 style=\"text-align: left;\">ASML零部件涨价：覆盖范围广，时机罕见</h2><p style=\"text-align: left;\">此次涨价范围涵盖ASML供应韩国市场的所有替换用设备零部件，EUV与DUV光刻机均在其列。从定期更换的消耗品到关键结构件，价格将于2026年1月起统一上调10%。</p><p style=\"text-align: left;\">ASML将安装于客户工厂的设备服务、零部件及升级业务单独核算。2024年该业务收入达81.93亿欧元，占公司总营收326.67亿欧元的约25%。ASML预计今年这部分收入将增长逾30%。</p><p style=\"text-align: left;\">一位半导体行业人士表示，零部件构成要素的整体成本确实有所上升，但ASML此举也有在客户盈利改善之际提升自身利润率的考量。</p><h2 style=\"text-align: left;\">设备本体涨价谈判同步推进，TSMC态度存分歧</h2><p style=\"text-align: left;\">在零部件之外，新订单设备的价格上调同样在酝酿之中。ASML目前正与主要客户就设备价格上调进行磋商。</p><p style=\"text-align: left;\">据The Information此前7月报道，ASML已通知中国半导体企业等客户，DUV设备价格将上调10%，部分客户已接受。然而，作为ASML最大客户的台积电据悉对设备涨价持反对立场。</p><p style=\"text-align: left;\">三星和SK海力士率先接受零部件涨价，被业界解读为一个重要信号——在供需格局已然逆转的背景下，大型客户的议价空间正在收窄。</p><h2 style=\"text-align: left;\">涨价潮蔓延，多家设备巨头跟进</h2><p style=\"text-align: left;\">ASML并非孤例。半导体设备领域的涨价趋势已在多家头部企业中蔓延。</p><p style=\"text-align: left;\">美国应用材料公司在今年8月的业绩发布中表示，新产品与现有产品价格均已提升。日本东京电子在7月末的业绩说明会上表示，正推进包括在售设备在内的价格调整，以应对成本上升压力。美国等离子电源设备商Advanced Energy也宣布对部分产品线提价。</p><h2 style=\"text-align: left;\">供需失衡是核心驱动力</h2><p style=\"text-align: left;\">此轮涨价潮的根本原因在于供需结构性失衡。AI数据中心投资热潮带动存储与晶圆代工厂商同步扩产，设备与零部件订单集中涌入，而供应商扩充产能需要时间。与此同时，通胀与原材料价格上涨也推高了供应商的成本负担。</p><p style=\"text-align: left;\">这与过去半导体厂商凭借采购规模优势压低供应商单价的格局形成鲜明对比。当前，供应商的价格谈判能力已显著增强。</p><p style=\"text-align: left;\">一位行业人士指出，大规模扩产正在实际落地，设备与零部件已进入供应短缺阶段，随着晶圆投入量持续增加，耗材领域也将出现大规模供应缺口。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f7a3be457d31e72bd9385adfbcc4dcb8","relate_stocks":{"ASMU":"Direxion Daily ASML Bull 2X ETF","ASML":"阿斯麦","SKHY":"SK海力士","ASMZ":"Corgi ASML 2x Daily ETF","SKHYV":"SK海力士-WI","ASMG":"2倍做多ASML ETF- Leverage Shares"},"source_url":"https://wallstreetcn.com/articles/3783320","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2674848896","content_text":"全球最大半导体设备制造商 阿斯麦宣布对韩国客户实施零部件价格全线上调10%，三星电子与SK海力士已接受这一方案，涨价将于明年1月起正式生效。这标志着半导体设备供应链的定价权正加速向供应商一侧倾斜，行业成本压力持续扩散。据韩国科技媒体The Lec报道，ASML总部于上月初通过韩国法人向三星和SK海力士发出涨价通知，经双方采购部门协商后确认。此次涨价覆盖EUV与DUV光刻机的全部零部件，包括定期采购的消耗性部件，以及因故障或性能下降而需更换的核心组件，涉及光学系统、光源、精密驱动装置等。此次全线一次性上调10%被业界视为异常举措。ASML此前通常仅在原材料价格大幅上涨或特定材料采购困难时对个别零部件进行单独调价。与此同时，ASML正与主要客户就新设备价格上调展开谈判，设备本体涨价预期也在升温。业界普遍认为，三星和SK海力士接受涨价后，其他设备与零部件供应商的提价要求将获得更大支撑。ASML零部件涨价：覆盖范围广，时机罕见此次涨价范围涵盖ASML供应韩国市场的所有替换用设备零部件，EUV与DUV光刻机均在其列。从定期更换的消耗品到关键结构件，价格将于2026年1月起统一上调10%。ASML将安装于客户工厂的设备服务、零部件及升级业务单独核算。2024年该业务收入达81.93亿欧元，占公司总营收326.67亿欧元的约25%。ASML预计今年这部分收入将增长逾30%。一位半导体行业人士表示，零部件构成要素的整体成本确实有所上升，但ASML此举也有在客户盈利改善之际提升自身利润率的考量。设备本体涨价谈判同步推进，TSMC态度存分歧在零部件之外，新订单设备的价格上调同样在酝酿之中。ASML目前正与主要客户就设备价格上调进行磋商。据The Information此前7月报道，ASML已通知中国半导体企业等客户，DUV设备价格将上调10%，部分客户已接受。然而，作为ASML最大客户的台积电据悉对设备涨价持反对立场。三星和SK海力士率先接受零部件涨价，被业界解读为一个重要信号——在供需格局已然逆转的背景下，大型客户的议价空间正在收窄。涨价潮蔓延，多家设备巨头跟进ASML并非孤例。半导体设备领域的涨价趋势已在多家头部企业中蔓延。美国应用材料公司在今年8月的业绩发布中表示，新产品与现有产品价格均已提升。日本东京电子在7月末的业绩说明会上表示，正推进包括在售设备在内的价格调整，以应对成本上升压力。美国等离子电源设备商Advanced Energy也宣布对部分产品线提价。供需失衡是核心驱动力此轮涨价潮的根本原因在于供需结构性失衡。AI数据中心投资热潮带动存储与晶圆代工厂商同步扩产，设备与零部件订单集中涌入，而供应商扩充产能需要时间。与此同时，通胀与原材料价格上涨也推高了供应商的成本负担。这与过去半导体厂商凭借采购规模优势压低供应商单价的格局形成鲜明对比。当前，供应商的价格谈判能力已显著增强。一位行业人士指出，大规模扩产正在实际落地，设备与零部件已进入供应短缺阶段，随着晶圆投入量持续增加，耗材领域也将出现大规模供应缺口。","news_type":1,"symbols_score_info":{"ASML":2,"SKHYV":0.6,"ASMZ":0.6,"ASMU":0.6,"ASMG":0.6,"SKHY":1.5}},"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616217420796728,"gmtCreate":1791462964885,"gmtModify":1791462966675,"author":{"id":"4251954051832182","authorId":"4251954051832182","name":"ruan888","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4251954051832182","authorIdStr":"4251954051832182"},"themes":[],"title":"","htmlText":"失业人数减少了，偏利好","listText":"失业人数减少了，偏利好","text":"失业人数减少了，偏利好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616217420796728","repostId":"1141468496","repostType":4,"repost":{"id":"1141468496","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":1791462614,"share":"https://www.laohunote.com/m/news/1141468496?lang=zh_CN&edition=full","pubTime":"2026-10-08 20:30","market":"us","language":"zh","title":"美国上周初请失业金人数降至19.7万，劳动力市场仍保持稳定","url":"https://stock-news.laohu8.com/highlight/detail?id=1141468496","media":"老虎资讯综合","summary":"10月8日，美国至10月3日当周初请失业金人数19.7万人，预期20万人，前值由19.7万人修正为19.9万人；美国至10月3日当周初请失业金人数四周均值 19.8万人，前值由20万人修正为20.05万人；美国至9月26日当周续请失业金人数 171.6万人，预期170.8万人，前值由170.1万人修正为169.9万人。","content":"<html><head></head><body><p>10月8日，美国上周申请失业救济金的人数下降，表明尽管9月就业增长大幅放缓，但劳动力市场仍保持稳定。</p><p>美国劳工部周四表示，截至10月3日当周，首次申请州失业救济金人数经季节性调整后减少2000人，降至19.7万人。初请失业金人数已连续四周维持在57年来低位附近，这与经济学家所称的“低招聘、低裁员”劳动力市场状况一致。</p><p>美国政府上周公布的数据显示，9月非农就业岗位仅增加2.9万个。经济学家表示，招聘疲软，以及退休和移民政策收紧导致劳动力规模缩减，正限制就业增长，而裁员人数处于历史低位则继续支撑劳动力市场。</p><p>初请失业金报告还显示，续请失业金人数增加1.7万人，经季节性调整后升至171.6万人，尽管仍处于较低水平，但招聘速度缓慢导致一些失业者长期无法找到工作。9月失业持续时间中位数为11.5周，接近四年半来的高位。</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>美国上周初请失业金人数降至19.7万，劳动力市场仍保持稳定</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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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美国上周初请失业金人数降至19.7万，劳动力市场仍保持稳定\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\">2026-10-08 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月8日，美国上周申请失业救济金的人数下降，表明尽管9月就业增长大幅放缓，但劳动力市场仍保持稳定。</p><p>美国劳工部周四表示，截至10月3日当周，首次申请州失业救济金人数经季节性调整后减少2000人，降至19.7万人。初请失业金人数已连续四周维持在57年来低位附近，这与经济学家所称的“低招聘、低裁员”劳动力市场状况一致。</p><p>美国政府上周公布的数据显示，9月非农就业岗位仅增加2.9万个。经济学家表示，招聘疲软，以及退休和移民政策收紧导致劳动力规模缩减，正限制就业增长，而裁员人数处于历史低位则继续支撑劳动力市场。</p><p>初请失业金报告还显示，续请失业金人数增加1.7万人，经季节性调整后升至171.6万人，尽管仍处于较低水平，但招聘速度缓慢导致一些失业者长期无法找到工作。9月失业持续时间中位数为11.5周，接近四年半来的高位。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5712911a97692958e444016d45d93118","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141468496","content_text":"10月8日，美国上周申请失业救济金的人数下降，表明尽管9月就业增长大幅放缓，但劳动力市场仍保持稳定。美国劳工部周四表示，截至10月3日当周，首次申请州失业救济金人数经季节性调整后减少2000人，降至19.7万人。初请失业金人数已连续四周维持在57年来低位附近，这与经济学家所称的“低招聘、低裁员”劳动力市场状况一致。美国政府上周公布的数据显示，9月非农就业岗位仅增加2.9万个。经济学家表示，招聘疲软，以及退休和移民政策收紧导致劳动力规模缩减，正限制就业增长，而裁员人数处于历史低位则继续支撑劳动力市场。初请失业金报告还显示，续请失业金人数增加1.7万人，经季节性调整后升至171.6万人，尽管仍处于较低水平，但招聘速度缓慢导致一些失业者长期无法找到工作。9月失业持续时间中位数为11.5周，接近四年半来的高位。","news_type":1,"symbols_score_info":{"MNQmain":2,"MNQ2603":2,"MNQ2612":2,"ESmain":2,"NQmain":2,"YMmain":2}},"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616251668910288,"gmtCreate":1791459608010,"gmtModify":1791459610160,"author":{"id":"4251954051832182","authorId":"4251954051832182","name":"ruan888","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4251954051832182","authorIdStr":"4251954051832182"},"themes":[],"title":"","htmlText":"再打油价又上去了，通胀也会越来越高，好好过日子吧，非得要打心里才痛快","listText":"再打油价又上去了，通胀也会越来越高，好好过日子吧，非得要打心里才痛快","text":"再打油价又上去了，通胀也会越来越高，好好过日子吧，非得要打心里才痛快","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616251668910288","repostId":"1134877324","repostType":2,"repost":{"id":"1134877324","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":1791458093,"share":"https://www.laohunote.com/m/news/1134877324?lang=zh_CN&edition=full","pubTime":"2026-10-08 19:14","market":"fut","language":"zh","title":"美军突获指令准备对伊朗动武！特朗普权衡出手时机，大规模轰炸或瞄准能源、核设施","url":"https://stock-news.laohu8.com/highlight/detail?id=1134877324","media":"老虎资讯综合","summary":"美国新闻网站Axios当地时间周三晚间最新报道称，据美国官员透露，五角大楼数日前已指示美国中央司令部，完成恢复对伊朗大规模作战行动的相关准备。一名美国官员表示，特朗普和内塔尼亚胡讨论了“纪念并尊重10月7日大屠杀的遇难者”。","content":"<html><head></head><body><p>美国新闻网站Axios最新报道称，据美国官员透露，五角大楼数日前已指示美国中央司令部(U.S. Central Command)，完成恢复对伊朗大规模作战行动的相关准备。</p><p>或是受此影响，全球股指今天再度大跌，美债收益率、国际油价再度强势上行，WTI原油期货、布伦特原油期货均涨超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2293451778e0f297386382f07356e7cb\" title=\"\" tg-width=\"773\" tg-height=\"367\"/></p><p>(截图来源：Axios)</p><p>为何重要：这一指令并未包含发动打击的具体日期，美国总统特朗普(Donald Trump)也尚未作出最终决定。不过，美国和以色列消息人士表示，军事行动可能在美国中期选举之前展开，甚至可能赶在提前一周举行的以色列选举之前。</p><p>整体来看：消息人士称，如果大规模作战行动重新启动，预计将包括对伊朗能源设施、基础设施以及核目标实施大规模轰炸。</p><p>如果战争在未来三至四周内重新升级，可能对美国中期选举产生影响，其中一个重要原因是油价可能因此上涨。</p><p>一名五角大楼官员向Axios表示：“国防部的职责是制定军事选项，并将这些选项提交给总统。”</p><p>一名白宫官员表示，特朗普在任何时候都拥有所有可用选项。</p><p>这名官员称：“美国目前处于非常强势的位置，掌控着霍尔木兹海峡，而伊朗经济正在崩溃。伊朗已经遭到重创，接下来事情只会朝两个方向发展：要么走容易的路，要么走艰难的路。”</p><p>他补充称：“特朗普总统掌握着所有筹码，他将采取任何最符合美国利益的行动。”</p><p>《大西洋月刊》周三早些时候报道称，特朗普正在权衡是否在美国中期选举之前对伊朗发动打击。</p><p><strong>特朗普国家安全团队密会数小时</strong></p><p>上周五，特朗普的国家安全团队在戴维营举行了长达数小时的会议，讨论战争以及其他议题。</p><p>一名以色列官员向Axios透露，会议部分内容聚焦于是否恢复针对伊朗的大规模作战行动。</p><p>美国国务卿鲁比奥(Marco Rubio)会后表示，此次会议重点讨论的是“长期”外交政策规划。</p><p>与此同时，美国与伊朗之间的谈判没有取得任何进展。卡塔尔调停方仍在等待伊朗回应美国提出的一份反建议，其中包括要求伊朗在核问题上作出让步。</p><p>第二名以色列官员表示：“有关可能恢复针对伊朗大规模作战行动的讨论正在增加。在选举前采取行动的概率并不高，但我们不会排除这种可能性。中期选举结束后，发生这种情况的概率将显著上升。”</p><p><strong>特朗普与内塔尼亚胡数日内两度通话</strong></p><p>幕后方面，特朗普周三与以色列总理内塔尼亚胡(Benjamin Netanyahu)进行了通话。这是两人数日内的第二次通话，而在此前数周时间里，双方几乎没有进行沟通。</p><p>一名美国官员表示，特朗普和内塔尼亚胡讨论了“纪念并尊重10月7日大屠杀的遇难者”。</p><p>第一名以色列官员称，此次通话发生在内塔尼亚胡与其国家安全团队就伊朗问题举行会议之后。</p><p>内塔尼亚胡周一还与鲁比奥进行了通话。</p><p>如果针对伊朗的大规模作战行动恢复，美国和以色列最有可能协同行动，以色列军方也将直接参与。</p><p>两名以色列官员表示，伊朗政权目前“绝望且高度多疑”，这可能促使其选择先发制人。</p><p>他们指出，伊朗已经遭遇过两次突袭，不希望第三次再遭遇同样的情况。</p><p><strong>伊朗若报复，数百枚弹道导弹恐射向以色列</strong></p><p>值得注意的是，战争重新爆发也可能影响以色列选举，因为作为报复，伊朗可能向以色列发射数百枚弹道导弹。</p><p>新一轮局势升级——甚至仅仅是紧张程度上升或进入紧急状态——都可能在政治上有利于内塔尼亚胡，并可能令其政治对手在竞选最后阶段更难对他发动攻击。</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>美军突获指令准备对伊朗动武！特朗普权衡出手时机，大规模轰炸或瞄准能源、核设施</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美军突获指令准备对伊朗动武！特朗普权衡出手时机，大规模轰炸或瞄准能源、核设施\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\">2026-10-08 19:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国新闻网站Axios最新报道称，据美国官员透露，五角大楼数日前已指示美国中央司令部(U.S. Central Command)，完成恢复对伊朗大规模作战行动的相关准备。</p><p>或是受此影响，全球股指今天再度大跌，美债收益率、国际油价再度强势上行，WTI原油期货、布伦特原油期货均涨超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2293451778e0f297386382f07356e7cb\" title=\"\" tg-width=\"773\" tg-height=\"367\"/></p><p>(截图来源：Axios)</p><p>为何重要：这一指令并未包含发动打击的具体日期，美国总统特朗普(Donald Trump)也尚未作出最终决定。不过，美国和以色列消息人士表示，军事行动可能在美国中期选举之前展开，甚至可能赶在提前一周举行的以色列选举之前。</p><p>整体来看：消息人士称，如果大规模作战行动重新启动，预计将包括对伊朗能源设施、基础设施以及核目标实施大规模轰炸。</p><p>如果战争在未来三至四周内重新升级，可能对美国中期选举产生影响，其中一个重要原因是油价可能因此上涨。</p><p>一名五角大楼官员向Axios表示：“国防部的职责是制定军事选项，并将这些选项提交给总统。”</p><p>一名白宫官员表示，特朗普在任何时候都拥有所有可用选项。</p><p>这名官员称：“美国目前处于非常强势的位置，掌控着霍尔木兹海峡，而伊朗经济正在崩溃。伊朗已经遭到重创，接下来事情只会朝两个方向发展：要么走容易的路，要么走艰难的路。”</p><p>他补充称：“特朗普总统掌握着所有筹码，他将采取任何最符合美国利益的行动。”</p><p>《大西洋月刊》周三早些时候报道称，特朗普正在权衡是否在美国中期选举之前对伊朗发动打击。</p><p><strong>特朗普国家安全团队密会数小时</strong></p><p>上周五，特朗普的国家安全团队在戴维营举行了长达数小时的会议，讨论战争以及其他议题。</p><p>一名以色列官员向Axios透露，会议部分内容聚焦于是否恢复针对伊朗的大规模作战行动。</p><p>美国国务卿鲁比奥(Marco Rubio)会后表示，此次会议重点讨论的是“长期”外交政策规划。</p><p>与此同时，美国与伊朗之间的谈判没有取得任何进展。卡塔尔调停方仍在等待伊朗回应美国提出的一份反建议，其中包括要求伊朗在核问题上作出让步。</p><p>第二名以色列官员表示：“有关可能恢复针对伊朗大规模作战行动的讨论正在增加。在选举前采取行动的概率并不高，但我们不会排除这种可能性。中期选举结束后，发生这种情况的概率将显著上升。”</p><p><strong>特朗普与内塔尼亚胡数日内两度通话</strong></p><p>幕后方面，特朗普周三与以色列总理内塔尼亚胡(Benjamin Netanyahu)进行了通话。这是两人数日内的第二次通话，而在此前数周时间里，双方几乎没有进行沟通。</p><p>一名美国官员表示，特朗普和内塔尼亚胡讨论了“纪念并尊重10月7日大屠杀的遇难者”。</p><p>第一名以色列官员称，此次通话发生在内塔尼亚胡与其国家安全团队就伊朗问题举行会议之后。</p><p>内塔尼亚胡周一还与鲁比奥进行了通话。</p><p>如果针对伊朗的大规模作战行动恢复，美国和以色列最有可能协同行动，以色列军方也将直接参与。</p><p>两名以色列官员表示，伊朗政权目前“绝望且高度多疑”，这可能促使其选择先发制人。</p><p>他们指出，伊朗已经遭遇过两次突袭，不希望第三次再遭遇同样的情况。</p><p><strong>伊朗若报复，数百枚弹道导弹恐射向以色列</strong></p><p>值得注意的是，战争重新爆发也可能影响以色列选举，因为作为报复，伊朗可能向以色列发射数百枚弹道导弹。</p><p>新一轮局势升级——甚至仅仅是紧张程度上升或进入紧急状态——都可能在政治上有利于内塔尼亚胡，并可能令其政治对手在竞选最后阶段更难对他发动攻击。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cf8deb964fe83a788e7ae02a962af884","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134877324","content_text":"美国新闻网站Axios最新报道称，据美国官员透露，五角大楼数日前已指示美国中央司令部(U.S. Central Command)，完成恢复对伊朗大规模作战行动的相关准备。或是受此影响，全球股指今天再度大跌，美债收益率、国际油价再度强势上行，WTI原油期货、布伦特原油期货均涨超5%。(截图来源：Axios)为何重要：这一指令并未包含发动打击的具体日期，美国总统特朗普(Donald Trump)也尚未作出最终决定。不过，美国和以色列消息人士表示，军事行动可能在美国中期选举之前展开，甚至可能赶在提前一周举行的以色列选举之前。整体来看：消息人士称，如果大规模作战行动重新启动，预计将包括对伊朗能源设施、基础设施以及核目标实施大规模轰炸。如果战争在未来三至四周内重新升级，可能对美国中期选举产生影响，其中一个重要原因是油价可能因此上涨。一名五角大楼官员向Axios表示：“国防部的职责是制定军事选项，并将这些选项提交给总统。”一名白宫官员表示，特朗普在任何时候都拥有所有可用选项。这名官员称：“美国目前处于非常强势的位置，掌控着霍尔木兹海峡，而伊朗经济正在崩溃。伊朗已经遭到重创，接下来事情只会朝两个方向发展：要么走容易的路，要么走艰难的路。”他补充称：“特朗普总统掌握着所有筹码，他将采取任何最符合美国利益的行动。”《大西洋月刊》周三早些时候报道称，特朗普正在权衡是否在美国中期选举之前对伊朗发动打击。特朗普国家安全团队密会数小时上周五，特朗普的国家安全团队在戴维营举行了长达数小时的会议，讨论战争以及其他议题。一名以色列官员向Axios透露，会议部分内容聚焦于是否恢复针对伊朗的大规模作战行动。美国国务卿鲁比奥(Marco Rubio)会后表示，此次会议重点讨论的是“长期”外交政策规划。与此同时，美国与伊朗之间的谈判没有取得任何进展。卡塔尔调停方仍在等待伊朗回应美国提出的一份反建议，其中包括要求伊朗在核问题上作出让步。第二名以色列官员表示：“有关可能恢复针对伊朗大规模作战行动的讨论正在增加。在选举前采取行动的概率并不高，但我们不会排除这种可能性。中期选举结束后，发生这种情况的概率将显著上升。”特朗普与内塔尼亚胡数日内两度通话幕后方面，特朗普周三与以色列总理内塔尼亚胡(Benjamin Netanyahu)进行了通话。这是两人数日内的第二次通话，而在此前数周时间里，双方几乎没有进行沟通。一名美国官员表示，特朗普和内塔尼亚胡讨论了“纪念并尊重10月7日大屠杀的遇难者”。第一名以色列官员称，此次通话发生在内塔尼亚胡与其国家安全团队就伊朗问题举行会议之后。内塔尼亚胡周一还与鲁比奥进行了通话。如果针对伊朗的大规模作战行动恢复，美国和以色列最有可能协同行动，以色列军方也将直接参与。两名以色列官员表示，伊朗政权目前“绝望且高度多疑”，这可能促使其选择先发制人。他们指出，伊朗已经遭遇过两次突袭，不希望第三次再遭遇同样的情况。伊朗若报复，数百枚弹道导弹恐射向以色列值得注意的是，战争重新爆发也可能影响以色列选举，因为作为报复，伊朗可能向以色列发射数百枚弹道导弹。新一轮局势升级——甚至仅仅是紧张程度上升或进入紧急状态——都可能在政治上有利于内塔尼亚胡，并可能令其政治对手在竞选最后阶段更难对他发动攻击。","news_type":1,"symbols_score_info":{"BZmain":2,"MNQ2603":2,"MNQmain":2,"CLmain":2,"YMmain":2,"ESmain":2,"NQmain":2,"MNQ2612":2}},"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615823759578096,"gmtCreate":1791366856811,"gmtModify":1791367007595,"author":{"id":"4251954051832182","authorId":"4251954051832182","name":"ruan888","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4251954051832182","authorIdStr":"4251954051832182"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$ </a> 先出来看看再说","listText":"<a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$ </a> 先出来看看再说","text":"$三倍做空半导体ETF-Direxion Daily(SOXS)$ 先出来看看再说","images":[{"img":"https://static.tigerbbs.com/e448045b44939e8fd596140616b7473b","width":"986","height":"1617"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/615823759578096","isVote":1,"tweetType":1,"viewCount":1611,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3476405047536270","authorId":"3476405047536270","name":"股心","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3476405047536270","authorIdStr":"3476405047536270"},"content":"你这是捡了芝麻丢了西瓜","text":"你这是捡了芝麻丢了西瓜","html":"你这是捡了芝麻丢了西瓜"},{"author":{"id":"4251954051832182","authorId":"4251954051832182","name":"ruan888","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":1,"idStr":"4251954051832182","authorIdStr":"4251954051832182"},"content":"看来这货还是要下来，30会再次突破，到了28再考虑捞点，眼下纳斯达克指数根本就停不下来","text":"看来这货还是要下来，30会再次突破，到了28再考虑捞点，眼下纳斯达克指数根本就停不下来","html":"看来这货还是要下来，30会再次突破，到了28再考虑捞点，眼下纳斯达克指数根本就停不下来"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":615650716504104,"gmtCreate":1791335906887,"gmtModify":1791335908753,"author":{"id":"4251954051832182","authorId":"4251954051832182","name":"ruan888","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4251954051832182","authorIdStr":"4251954051832182"},"themes":[],"title":"","htmlText":"韩国人自己在拆台","listText":"韩国人自己在拆台","text":"韩国人自己在拆台","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615650716504104","repostId":"1137260794","repostType":2,"repost":{"id":"1137260794","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1791293941,"share":"https://www.laohunote.com/m/news/1137260794?lang=zh_CN&edition=full","pubTime":"2026-10-06 21:39","market":"hk","language":"zh","title":"异动解读｜SK海力士盘中下跌3.23%，三星HBM4激进报价策略加剧竞争担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1137260794","media":"行情直击","summary":"10月6日，SK海力士盘中下跌3.23%，成交额达4.84亿美元。消息面上，三星电子向主要客户提出的2027年HBM4供货报价为每Gb 4美元，超过目前HBM3E约1.50美元的三倍，三星试图以激进定价策略挑战SK海力士在HBM市场的主导格局。SK海力士是全球最大的存储半导体公司之一，从事先进存储半导体的设计、制造和销售，产品广泛应用于显卡、个人电脑、数据中心服务器、智能手机和平板电脑等设备。","content":"<p><p>10月6日，SK海力士盘中下跌3.23%，成交额达4.84亿美元。消息面上，三星电子向主要客户提出的2027年HBM4供货报价为每Gb 4美元，超过目前HBM3E约1.50美元的三倍，三星试图以激进定价策略挑战SK海力士在HBM市场的主导格局。</p><p>此外，SK海力士美国子公司Solidigm潜在的上市计划仍悬而未决，市场忧虑独立上市将增加集团多层股权结构折价风险并稀释现有股东权益。期权市场方面，虽有Bull Put Spread看多布局出现，但整体波动仍然剧烈。</p><p>SK海力士是全球最大的存储半导体公司之一，从事先进存储半导体的设计、制造和销售，产品广泛应用于显卡、个人电脑、数据中心服务器、智能手机和平板电脑等设备。</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>异动解读｜SK海力士盘中下跌3.23%，三星HBM4激进报价策略加剧竞争担忧</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{ 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</p>\n<p class=\"h-time\">2026-10-06 21:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>10月6日，SK海力士盘中下跌3.23%，成交额达4.84亿美元。消息面上，三星电子向主要客户提出的2027年HBM4供货报价为每Gb 4美元，超过目前HBM3E约1.50美元的三倍，三星试图以激进定价策略挑战SK海力士在HBM市场的主导格局。</p><p>此外，SK海力士美国子公司Solidigm潜在的上市计划仍悬而未决，市场忧虑独立上市将增加集团多层股权结构折价风险并稀释现有股东权益。期权市场方面，虽有Bull Put Spread看多布局出现，但整体波动仍然剧烈。</p><p>SK海力士是全球最大的存储半导体公司之一，从事先进存储半导体的设计、制造和销售，产品广泛应用于显卡、个人电脑、数据中心服务器、智能手机和平板电脑等设备。</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SKHY":"SK海力士"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137260794","content_text":"10月6日，SK海力士盘中下跌3.23%，成交额达4.84亿美元。消息面上，三星电子向主要客户提出的2027年HBM4供货报价为每Gb 4美元，超过目前HBM3E约1.50美元的三倍，三星试图以激进定价策略挑战SK海力士在HBM市场的主导格局。此外，SK海力士美国子公司Solidigm潜在的上市计划仍悬而未决，市场忧虑独立上市将增加集团多层股权结构折价风险并稀释现有股东权益。期权市场方面，虽有Bull Put Spread看多布局出现，但整体波动仍然剧烈。SK海力士是全球最大的存储半导体公司之一，从事先进存储半导体的设计、制造和销售，产品广泛应用于显卡、个人电脑、数据中心服务器、智能手机和平板电脑等设备。","news_type":1,"symbols_score_info":{"SKHY":1}},"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615303464604272,"gmtCreate":1791239768375,"gmtModify":1791245380783,"author":{"id":"4251954051832182","authorId":"4251954051832182","name":"ruan888","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4251954051832182","authorIdStr":"4251954051832182"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$ </a> 估计还会上","listText":"<a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$ </a> 估计还会上","text":"$SK海力士(SKHY)$ 估计还会上","images":[{"img":"https://static.tigerbbs.com/b2293d40d0f651a9372abdb0ee25ca76","width":"986","height":"1577"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/615303464604272","isVote":1,"tweetType":1,"viewCount":1160,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4251954051832182","authorId":"4251954051832182","name":"ruan888","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":1,"idStr":"4251954051832182","authorIdStr":"4251954051832182"},"content":"谢谢诸位点赞！ [开心]，这2天真要谨慎，以防纳斯达克回撤","text":"谢谢诸位点赞！ [开心]，这2天真要谨慎，以防纳斯达克回撤","html":"谢谢诸位点赞！ 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又捞到一条","images":[{"img":"https://static.tigerbbs.com/fb7b87f97e52863ab2cadc1d4b60848f","width":"986","height":"1577"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615302828549392","isVote":1,"tweetType":1,"viewCount":808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":615166574018624,"gmtCreate":1791206328379,"gmtModify":1791206330223,"author":{"id":"4251954051832182","authorId":"4251954051832182","name":"ruan888","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4251954051832182","authorIdStr":"4251954051832182"},"themes":[],"title":"","htmlText":"每天都有几只亏损股总想着咸鱼翻身[开心]&nbsp;&nbsp;","listText":"每天都有几只亏损股总想着咸鱼翻身[开心]&nbsp;&nbsp;","text":"每天都有几只亏损股总想着咸鱼翻身[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615166574018624","repostId":"1156232232","repostType":4,"repost":{"id":"1156232232","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":1791205629,"share":"https://www.laohunote.com/m/news/1156232232?lang=zh_CN&edition=full","pubTime":"2026-10-05 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21:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月5日，Alector盘前飙升逾53%，此前罗氏公司以高达12.7亿美元的价格获得Alector帕金森病疗法的授权。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/417d11efddd31d46d4a4440540aae151\" title=\"\" tg-width=\"858\" tg-height=\"741\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fe85c79e7ab0e902548197ca13ca8164","relate_stocks":{"ALEC":"Alector Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156232232","content_text":"10月5日，Alector盘前飙升逾53%，此前罗氏公司以高达12.7亿美元的价格获得Alector帕金森病疗法的授权。","news_type":1,"symbols_score_info":{"ALEC":2}},"isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":614678297478392,"gmtCreate":1791087208279,"gmtModify":1791087210371,"author":{"id":"4251954051832182","authorId":"4251954051832182","name":"ruan888","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4251954051832182","authorIdStr":"4251954051832182"},"themes":[],"title":"","htmlText":"这套路的确是妙，看看市场的反应吧","listText":"这套路的确是妙，看看市场的反应吧","text":"这套路的确是妙，看看市场的反应吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614678297478392","repostId":"1125460494","repostType":2,"repost":{"id":"1125460494","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":1790914129,"share":"https://www.laohunote.com/m/news/1125460494?lang=zh_CN&edition=full","pubTime":"2026-10-02 12:08","market":"us","language":"zh","title":"亚马逊据报寻求向投资者转让价值80亿美元的英伟达芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=1125460494","media":"老虎资讯综合","summary":"据 FT，亚马逊寻求向投资者转让价值80亿美元的英伟达芯片，亚马逊近几周与投资者进行了洽谈。亚马逊计划设立特殊目的载体（SPV）以出售英伟达芯片。","content":"<html><head></head><body><p style=\"text-align: left;\">据 FT，亚马逊寻求向投资者转让价值80亿美元的英伟达芯片，亚马逊近几周与投资者进行了洽谈。亚马逊计划设立特殊目的载体（SPV）以出售英伟达芯片。</p><p style=\"text-align: left;\">报道称，近几周，亚马逊已与投资者举行谈判，以评估其对这笔交易的兴趣。该交易将把其正在美国数据中心安装的数千枚Grace Blackwell芯片转移至一个特殊目的载体。</p><p style=\"text-align: left;\">FT 称，这家云巨头随后将从该特殊目的载体租回这些先进AI芯片，而该载体将通过发行债务吸引外部投资者。报道还称，通过将这些昂贵半导体出售给投资者，该公司可以采用更轻资产的资产负债表策略。</p><p style=\"text-align: left;\">该报称，亚马逊计划提供该载体最高10%的股权。</p><p style=\"text-align: left;\">报道称，拟议交易中的芯片由亚马逊购买或租赁。它们安装在五个州（包括内华达州和弗吉尼亚州）的十多个美国数据中心。</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\" 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-10-02 12:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">据 FT，亚马逊寻求向投资者转让价值80亿美元的英伟达芯片，亚马逊近几周与投资者进行了洽谈。亚马逊计划设立特殊目的载体（SPV）以出售英伟达芯片。</p><p style=\"text-align: left;\">报道称，近几周，亚马逊已与投资者举行谈判，以评估其对这笔交易的兴趣。该交易将把其正在美国数据中心安装的数千枚Grace Blackwell芯片转移至一个特殊目的载体。</p><p style=\"text-align: left;\">FT 称，这家云巨头随后将从该特殊目的载体租回这些先进AI芯片，而该载体将通过发行债务吸引外部投资者。报道还称，通过将这些昂贵半导体出售给投资者，该公司可以采用更轻资产的资产负债表策略。</p><p style=\"text-align: left;\">该报称，亚马逊计划提供该载体最高10%的股权。</p><p style=\"text-align: left;\">报道称，拟议交易中的芯片由亚马逊购买或租赁。它们安装在五个州（包括内华达州和弗吉尼亚州）的十多个美国数据中心。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3473f757d00eee50292777a0505620c4","relate_stocks":{"AMZY":"AMZN期权收益策略ETF-YieldMax","AMZN":"亚马逊","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","AMZZ":"2倍做多AMZN ETF-GraniteShares","NVDD":"1倍做空NVDA ETF-Direxion","NVDG":"2倍做多NVDA ETF- Leverage Shares","AMAA":"Corgi AMZN 2x Daily ETF","NVDL":"2倍做多NVDA ETF-GraniteShares","07388":"南方两倍做空英伟达","NVDA":"英伟达","NVDQ":"2倍做空NVDA ETF-T-Rex","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","AMZD":"1倍做空AMZN ETF-Direxion","NVDS":"1.5倍做空NVDA ETF-Tradr","AMZG":"Leverage Shares 2X Long AMZN Daily ETF","07788":"南方两倍做多英伟达","NVDU":"2倍做多NVDA ETF-Direxion","DIPS":"做空NVDA期权收益策略ETF-YieldMax","AMZO":"Tradr 2x Short Amzn Daily Etf","NVDW":"NVDA周配息ETF-Roundhill","AMZP":"KURV YIELD PREMIUM STRATEGY AMAZON (AMZN) ETF","ANV":"GraniteShares 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</a> 捞到了一鱼黄鱼","text":"$SK海力士(SKHY)$ 捞到了一鱼黄鱼","images":[{"img":"https://static.tigerbbs.com/d2bd4195a4843e9b5f5cbeb969d6e170","width":"986","height":"1577"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613636023559296","isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":620053935580384,"gmtCreate":1792412004396,"gmtModify":1792412006611,"author":{"id":"4251954051832182","authorId":"4251954051832182","name":"ruan888","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4251954051832182","authorIdStr":"4251954051832182"},"themes":[],"title":"","htmlText":"我做梦也梦不到啊[财迷]&nbsp;&nbsp;[晕]&nbsp;&nbsp;","listText":"我做梦也梦不到啊[财迷]&nbsp;&nbsp;[晕]&nbsp;&nbsp;","text":"我做梦也梦不到啊[财迷] [晕]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/620053935580384","repostId":"1145680371","repostType":4,"repost":{"id":"1145680371","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":1792408896,"share":"https://www.laohunote.com/m/news/1145680371?lang=zh_CN&edition=full","pubTime":"2026-10-19 19:21","market":"us","language":"zh","title":"马斯克2025年薪酬为1583.59亿美元股票奖励","url":"https://stock-news.laohu8.com/highlight/detail?id=1145680371","media":"老虎资讯综合","summary":"10月19日，特斯拉在提交给美国证券交易委员会（SEC）的文件中披露，埃隆·马斯克2025年总薪酬为1583.59亿美元股票奖励。","content":"<html><head></head><body><p>10月19日，特斯拉在提交给美国证券交易委员会（SEC）的文件中披露，埃隆·马斯克2025年总薪酬为1583.59亿美元股票奖励。</p><p class=\"t-img-caption\"><img 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href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$ </a> 先出来看看再说","listText":"<a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$ </a> 先出来看看再说","text":"$三倍做空半导体ETF-Direxion Daily(SOXS)$ 先出来看看再说","images":[{"img":"https://static.tigerbbs.com/e448045b44939e8fd596140616b7473b","width":"986","height":"1617"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/615823759578096","isVote":1,"tweetType":1,"viewCount":1611,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3476405047536270","authorId":"3476405047536270","name":"股心","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3476405047536270","authorIdStr":"3476405047536270"},"content":"你这是捡了芝麻丢了西瓜","text":"你这是捡了芝麻丢了西瓜","html":"你这是捡了芝麻丢了西瓜"},{"author":{"id":"4251954051832182","authorId":"4251954051832182","name":"ruan888","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":1,"idStr":"4251954051832182","authorIdStr":"4251954051832182"},"content":"看来这货还是要下来，30会再次突破，到了28再考虑捞点，眼下纳斯达克指数根本就停不下来","text":"看来这货还是要下来，30会再次突破，到了28再考虑捞点，眼下纳斯达克指数根本就停不下来","html":"看来这货还是要下来，30会再次突破，到了28再考虑捞点，眼下纳斯达克指数根本就停不下来"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":618462380061448,"gmtCreate":1792033534133,"gmtModify":1792033751438,"author":{"id":"4251954051832182","authorId":"4251954051832182","name":"ruan888","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4251954051832182","authorIdStr":"4251954051832182"},"themes":[],"title":"","htmlText":"这种垃圾在大A市场上随处可见","listText":"这种垃圾在大A市场上随处可见","text":"这种垃圾在大A市场上随处可见","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618462380061448","repostId":"1166775327","repostType":2,"repost":{"id":"1166775327","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":1792033004,"share":"https://www.laohunote.com/m/news/1166775327?lang=zh_CN&edition=full","pubTime":"2026-10-15 10:56","market":"hk","language":"zh","title":"茶百道停牌后遭恒指剔除","url":"https://stock-news.laohu8.com/highlight/detail?id=1166775327","media":"老虎资讯综合","summary":"次日晚间，恒生指数公司火速启动剔除程序，将茶百道移出恒生系列指数成份股。根据指数编制与处理规则：价格调整：茶百道于2026年10月22日(星期四)开市前，在指数计算系统中被强制调整为最低价格；正式剔除：在10月22日当天收市后，以0.0001港元的价格正式从相关指数中剔除；生效时间：全部指数调整将于2026年10月23日(星期五)起全面生效。","content":"<html><head></head><body><p style=\"text-align: left;\">新茶饮品牌，<a href=\"https://laohu8.com/S/02555\">茶百道</a>因卷入操纵疑云，已被香港证监会罕见勒令自10月13日起暂停交易；与此案相关的冻结资金上限达43.79亿港元，创下香港证监会历来同类案件的最高纪录。次日晚间，恒生指数公司火速启动剔除程序，将茶百道移出恒生系列指数成份股。</p><p style=\"text-align: left;\">恒指公司表示，<a href=\"https://laohu8.com/S/02555\">茶百道</a>于联交所上市之股份受监管机构调查而停牌，其股份将会从恒生指数系列中剔除。</p><p style=\"text-align: left;\">根据指数编制与处理规则：</p><blockquote><p style=\"text-align: left;\">价格调整：茶百道于2026年10月22日(星期四)开市前，在指数计算系统中被强制调整为最低价格(即 0.0001港元)；</p></blockquote><blockquote><p style=\"text-align: left;\">正式剔除：在10月22日当天收市后，以0.0001港元的价格正式从相关指数中剔除；</p></blockquote><blockquote><p style=\"text-align: left;\">生效时间：全部指数调整将于2026年10月23日(星期五)起全面生效。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/42a242e31475008b32f6f55e1b202129\" data-align=\"center\" tg-width=\"1434\" tg-height=\"1242\"/><span></span></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>茶百道停牌后遭恒指剔除</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茶百道停牌后遭恒指剔除\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\">2026-10-15 10:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">新茶饮品牌，<a href=\"https://laohu8.com/S/02555\">茶百道</a>因卷入操纵疑云，已被香港证监会罕见勒令自10月13日起暂停交易；与此案相关的冻结资金上限达43.79亿港元，创下香港证监会历来同类案件的最高纪录。次日晚间，恒生指数公司火速启动剔除程序，将茶百道移出恒生系列指数成份股。</p><p style=\"text-align: left;\">恒指公司表示，<a href=\"https://laohu8.com/S/02555\">茶百道</a>于联交所上市之股份受监管机构调查而停牌，其股份将会从恒生指数系列中剔除。</p><p style=\"text-align: left;\">根据指数编制与处理规则：</p><blockquote><p style=\"text-align: left;\">价格调整：茶百道于2026年10月22日(星期四)开市前，在指数计算系统中被强制调整为最低价格(即 0.0001港元)；</p></blockquote><blockquote><p style=\"text-align: left;\">正式剔除：在10月22日当天收市后，以0.0001港元的价格正式从相关指数中剔除；</p></blockquote><blockquote><p style=\"text-align: left;\">生效时间：全部指数调整将于2026年10月23日(星期五)起全面生效。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/42a242e31475008b32f6f55e1b202129\" data-align=\"center\" tg-width=\"1434\" tg-height=\"1242\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/af75d6e00c50ae0e47375132ca705d38","relate_stocks":{"02555":"茶百道"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166775327","content_text":"新茶饮品牌，茶百道因卷入操纵疑云，已被香港证监会罕见勒令自10月13日起暂停交易；与此案相关的冻结资金上限达43.79亿港元，创下香港证监会历来同类案件的最高纪录。次日晚间，恒生指数公司火速启动剔除程序，将茶百道移出恒生系列指数成份股。恒指公司表示，茶百道于联交所上市之股份受监管机构调查而停牌，其股份将会从恒生指数系列中剔除。根据指数编制与处理规则：价格调整：茶百道于2026年10月22日(星期四)开市前，在指数计算系统中被强制调整为最低价格(即 0.0001港元)；正式剔除：在10月22日当天收市后，以0.0001港元的价格正式从相关指数中剔除；生效时间：全部指数调整将于2026年10月23日(星期五)起全面生效。","news_type":1,"symbols_score_info":{"02555":2}},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608248188682968,"gmtCreate":1789521612750,"gmtModify":1789521761242,"author":{"id":"4251954051832182","authorId":"4251954051832182","name":"ruan888","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4251954051832182","authorIdStr":"4251954051832182"},"themes":[],"title":"","htmlText":"加息压不住美股上扬走势，该上的还得上，这就是美国市场","listText":"加息压不住美股上扬走势，该上的还得上，这就是美国市场","text":"加息压不住美股上扬走势，该上的还得上，这就是美国市场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608248188682968","repostId":"2667738076","repostType":4,"repost":{"id":"2667738076","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":1789520495,"share":"https://www.laohunote.com/m/news/2667738076?lang=zh_CN&edition=full","pubTime":"2026-09-16 09:01","market":"sg","language":"zh","title":"笃信今晚美联储加息！美债市场现“极端空头”","url":"https://stock-news.laohu8.com/highlight/detail?id=2667738076","media":"华尔街见闻","summary":"美债市场空头仓位正以2025年初以来最快速度堆积，花期直言当前空头布局\"在战术层面已属极端\"，凯雷警告\"按兵不动\"将引发长端收益率进一步失控，SOFR期权市场亦现逾1亿美元巨量空波动率卖出押注，市场正在为一场确定性极高的加息做最后的仓位冲刺。","content":"<html><head></head><body><p>美债市场空头仓位已积累至近年罕见水平，交易员正押注美联储今晚将重启加息周期。</p>\n<p><a href=\"https://laohu8.com/S/US10Y.BOND\">美国10年期国债收益率</a>周二升至2007年以来最高水平，2年期收益率亦触及2024年以来峰值。市场定价显示，华尔街对美联储今晚会议加息25个基点的概率预期已超过90%。利率互换市场则反映，今年余下时间美联储累计紧缩幅度约为50个基点。</p>\n<p>花旗策略师David Bieber表示，&#34;过去一周，随着市场追逐收益率上行，空头仓位迅速积累&#34;，<strong>并直言当前空头布局&#34;在战术层面已属极端&#34;</strong>。</p>\n<p>美国银行策略师Meghan Swiber和Eleanor Xiao亦指出，&#34;进入美联储会议前，仓位持续偏向空头，空头已在整条收益率曲线上积累，资产管理机构大多削减多头或增加空头，且几乎没有迹象显示有资金在低位买入久期资产。&#34;</p>\n<h2>空头仓位急速堆积，创近年最快增速</h2>\n<p>多项市场指标显示，债券交易员正以罕见速度加码空头押注。</p>\n<p>根据摩根大通国债客户调查，截至9月14日当周，客户空头仓位单周跳升10个百分点，主要来自中性仓位的转移——中性仓位同期下降8个百分点。<strong>全客户调查结果显示，净多头规模已降至约四个月来最低水平，且过去一周加仓空头的速度为2025年初以来最快。</strong></p>\n<p>与此同时，CME集团数据显示，在上周强于预期的通胀数据公布前后，国债期货空头仓位均有所增加。联邦基金期货市场中，一笔大宗空头交易的规模意味着，标的合约每变动一个基点，该头寸将盈亏190万美元。</p>\n<h2>油价、通胀与财政压力共同推高加息确定性</h2>\n<p>推动市场形成高度加息预期的，是多重宏观因素的叠加。</p>\n<p>战争引发的油价飙升、通胀反弹迹象以及财政赤字担忧，共同强化了市场对美联储必须行动的判断。凯雷集团全球研究与投资策略主管Jason Thomas在接受彭博采访时表示，美联储正面临&#34;巨大压力&#34;，必须落实25个基点的加息。</p>\n<p>&#34;人们已被累积的价格上涨所伤害，&#34;他说，&#34;生活水平已经下降，我认为美联储必须认真对待其价格稳定使命。&#34;</p>\n<p>Thomas同时警告，<strong>若美联储未能加息，或加息后未能就后续路径提供明确指引，可能促使交易员要求长期债券提供更高收益率以对冲通胀风险，同时压低与货币政策走向密切挂钩的短端收益率。</strong></p>\n<h2>少数交易员押注&#34;按兵不动&#34;，但仍属边缘观点</h2>\n<p>尽管主流预期高度一致，市场中仍存在对美联储维持利率不变的对冲操作。</p>\n<p>周二短期利率期权市场出现异动，与担保隔夜融资利率（SOFR）挂钩的10月和11月看涨期权成交量明显放量，这类低价期权的买入意味着部分交易员在为美联储不加息的情景布置保护。</p>\n<p>然而，这一观点目前仍属少数派。从更广泛的SOFR期权市场来看，主流定价方向仍是未来数月前端期货合约将进一步计入下行风险溢价。国债期权偏斜数据同样印证这一判断——长端合约的看跌期权溢价持续高于看涨期权，反映交易员为长端收益率进一步上行所支付的对冲成本依然偏高。</p>\n<h2>SOFR期权市场现巨量空波动率交易</h2>\n<p>SOFR期权市场近期出现一笔规模罕见的空波动率操作，进一步揭示市场对利率路径的判断趋于集中。</p>\n<p>据彭博数据，在SOFR 2026年12月、2027年3月及2027年6月期权中，95.4375行权价附近积累了大量新增风险敞口，主要来自一笔通过卖出2027年6月跨式期权构建的大规模空波动率结构。</p>\n<p>上周五及本周一两个交易日内，该跨式期权合计成交约8万手，权利金总额逾1亿美元——其中周五新开约3万手，周一再度卖出约5万手。该期权将于明年6月11日到期。</p>\n<p>此外，在CPI数据公布后，市场还新增了一批针对下行风险的保护性仓位，包括SFRZ6的破式看跌价差及看跌鹰式组合，指向交易员预期未来数月美联储将继续累积加息溢价。</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>笃信今晚美联储加息！美债市场现“极端空头”</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笃信今晚美联储加息！美债市场现“极端空头”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-09-16 09:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美债市场空头仓位已积累至近年罕见水平，交易员正押注美联储今晚将重启加息周期。</p>\n<p><a href=\"https://laohu8.com/S/US10Y.BOND\">美国10年期国债收益率</a>周二升至2007年以来最高水平，2年期收益率亦触及2024年以来峰值。市场定价显示，华尔街对美联储今晚会议加息25个基点的概率预期已超过90%。利率互换市场则反映，今年余下时间美联储累计紧缩幅度约为50个基点。</p>\n<p>花旗策略师David Bieber表示，&#34;过去一周，随着市场追逐收益率上行，空头仓位迅速积累&#34;，<strong>并直言当前空头布局&#34;在战术层面已属极端&#34;</strong>。</p>\n<p>美国银行策略师Meghan Swiber和Eleanor Xiao亦指出，&#34;进入美联储会议前，仓位持续偏向空头，空头已在整条收益率曲线上积累，资产管理机构大多削减多头或增加空头，且几乎没有迹象显示有资金在低位买入久期资产。&#34;</p>\n<h2>空头仓位急速堆积，创近年最快增速</h2>\n<p>多项市场指标显示，债券交易员正以罕见速度加码空头押注。</p>\n<p>根据摩根大通国债客户调查，截至9月14日当周，客户空头仓位单周跳升10个百分点，主要来自中性仓位的转移——中性仓位同期下降8个百分点。<strong>全客户调查结果显示，净多头规模已降至约四个月来最低水平，且过去一周加仓空头的速度为2025年初以来最快。</strong></p>\n<p>与此同时，CME集团数据显示，在上周强于预期的通胀数据公布前后，国债期货空头仓位均有所增加。联邦基金期货市场中，一笔大宗空头交易的规模意味着，标的合约每变动一个基点，该头寸将盈亏190万美元。</p>\n<h2>油价、通胀与财政压力共同推高加息确定性</h2>\n<p>推动市场形成高度加息预期的，是多重宏观因素的叠加。</p>\n<p>战争引发的油价飙升、通胀反弹迹象以及财政赤字担忧，共同强化了市场对美联储必须行动的判断。凯雷集团全球研究与投资策略主管Jason Thomas在接受彭博采访时表示，美联储正面临&#34;巨大压力&#34;，必须落实25个基点的加息。</p>\n<p>&#34;人们已被累积的价格上涨所伤害，&#34;他说，&#34;生活水平已经下降，我认为美联储必须认真对待其价格稳定使命。&#34;</p>\n<p>Thomas同时警告，<strong>若美联储未能加息，或加息后未能就后续路径提供明确指引，可能促使交易员要求长期债券提供更高收益率以对冲通胀风险，同时压低与货币政策走向密切挂钩的短端收益率。</strong></p>\n<h2>少数交易员押注&#34;按兵不动&#34;，但仍属边缘观点</h2>\n<p>尽管主流预期高度一致，市场中仍存在对美联储维持利率不变的对冲操作。</p>\n<p>周二短期利率期权市场出现异动，与担保隔夜融资利率（SOFR）挂钩的10月和11月看涨期权成交量明显放量，这类低价期权的买入意味着部分交易员在为美联储不加息的情景布置保护。</p>\n<p>然而，这一观点目前仍属少数派。从更广泛的SOFR期权市场来看，主流定价方向仍是未来数月前端期货合约将进一步计入下行风险溢价。国债期权偏斜数据同样印证这一判断——长端合约的看跌期权溢价持续高于看涨期权，反映交易员为长端收益率进一步上行所支付的对冲成本依然偏高。</p>\n<h2>SOFR期权市场现巨量空波动率交易</h2>\n<p>SOFR期权市场近期出现一笔规模罕见的空波动率操作，进一步揭示市场对利率路径的判断趋于集中。</p>\n<p>据彭博数据，在SOFR 2026年12月、2027年3月及2027年6月期权中，95.4375行权价附近积累了大量新增风险敞口，主要来自一笔通过卖出2027年6月跨式期权构建的大规模空波动率结构。</p>\n<p>上周五及本周一两个交易日内，该跨式期权合计成交约8万手，权利金总额逾1亿美元——其中周五新开约3万手，周一再度卖出约5万手。该期权将于明年6月11日到期。</p>\n<p>此外，在CPI数据公布后，市场还新增了一批针对下行风险的保护性仓位，包括SFRZ6的破式看跌价差及看跌鹰式组合，指向交易员预期未来数月美联储将继续累积加息溢价。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{"SHV":"iShares 0-1 Year Treasury Bond ETF","WAMA":"WisdomTree U.S. Adaptive Moving Average Fund","PTMC":"Pacer Trendpilot US Mid Cap ETF","VGSH":"美国短期国债ETF-Vanguard","SHY":"债券指数ETF-iShares Barclays 1-3年国债","BND":"债券指数ETF-Vanguard美国","UBT":"债券20+美国债-ProShares两倍做多","DBND":"DoubleLine Opportunistic Bond ETF","TLT":"20+年以上美国国债ETF-iShares","UTRE":"US Treasury 3 Year Note ETF","TYO":"3倍做空7-10年期国债ETF-Direxion","BSV":"短期国债指数ETF-Vanguard","VGIT":"中期国债ETF-Vanguard","IEI":"iShares Barclays 3-7 Year Trea","ZROZ":"PIMCO 25+ Year Zero Coupon U.S","TLH":"iShares安硕10-20年国债ETF","GOVT":"iShares安硕核心美国国债ETF","UFIV":"US Treasury 5 Year Note ETF","BOXX":"ALPHA ARCHITECT 1-3 MONTH BOX ETF","SCHO":"嘉信短期美国国债ETF","JPST":"JPMorgan Ultra-Short Income ETF","VGLT":"美国长期国债ETF-Vanguard","GOLY":"Strategy Shares Gold Enhanced Yield ETF","MINT":"PIMCO Enhanced Short Maturity Exchange-Traded Fund","EQRR":"ProShares Equities for Rising Rates ETF","UTWY":"US Treasury 20 Year Bond ETF","TLTW":"iShares 20+ Year Treasury Bond Buywrite Strategy ETF","TIP":"通胀债券指数ETF-iShares Barclays","BITC":"Bitwise Trendwise Bitcoin and Treasuries Rotation Strategy ETF","BNDW":"Vanguard Total World Bond ETF","XBIL":"US Treasury 6 Month Bill ETF","HMOP":"Hartford Municipal Opportunities ETF","TBIL":"US Treasury 3 Month Bill ETF","BIL":"债券指数ETF-SPDR Barclays美国1-3月国债","LIAJ":"LifeX 2053 Inflation-Protected Longevity Income ETF","MUB":"美国市政债ETF-iShares","SGOV":"iShares 0-3 Month Treasury Bond ETF","CIVG":"Corgi 1-5 Year Investment Grade Corporate Bond ETF","IEF":"债券指数ETF-iShares Barclays 7-10年","EDV":"美国延期国债ETF-Vanguard","GBIL":"Goldman Sachs Access Treasury 0-1 Year ETF","MYCN":"SPDR SSGA My2034 Corporate Bond ETF"},"source_url":"https://wallstreetcn.com/articles/3781839","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2667738076","content_text":"美债市场空头仓位已积累至近年罕见水平，交易员正押注美联储今晚将重启加息周期。\n美国10年期国债收益率周二升至2007年以来最高水平，2年期收益率亦触及2024年以来峰值。市场定价显示，华尔街对美联储今晚会议加息25个基点的概率预期已超过90%。利率互换市场则反映，今年余下时间美联储累计紧缩幅度约为50个基点。\n花旗策略师David Bieber表示，\"过去一周，随着市场追逐收益率上行，空头仓位迅速积累\"，并直言当前空头布局\"在战术层面已属极端\"。\n美国银行策略师Meghan Swiber和Eleanor Xiao亦指出，\"进入美联储会议前，仓位持续偏向空头，空头已在整条收益率曲线上积累，资产管理机构大多削减多头或增加空头，且几乎没有迹象显示有资金在低位买入久期资产。\"\n空头仓位急速堆积，创近年最快增速\n多项市场指标显示，债券交易员正以罕见速度加码空头押注。\n根据摩根大通国债客户调查，截至9月14日当周，客户空头仓位单周跳升10个百分点，主要来自中性仓位的转移——中性仓位同期下降8个百分点。全客户调查结果显示，净多头规模已降至约四个月来最低水平，且过去一周加仓空头的速度为2025年初以来最快。\n与此同时，CME集团数据显示，在上周强于预期的通胀数据公布前后，国债期货空头仓位均有所增加。联邦基金期货市场中，一笔大宗空头交易的规模意味着，标的合约每变动一个基点，该头寸将盈亏190万美元。\n油价、通胀与财政压力共同推高加息确定性\n推动市场形成高度加息预期的，是多重宏观因素的叠加。\n战争引发的油价飙升、通胀反弹迹象以及财政赤字担忧，共同强化了市场对美联储必须行动的判断。凯雷集团全球研究与投资策略主管Jason Thomas在接受彭博采访时表示，美联储正面临\"巨大压力\"，必须落实25个基点的加息。\n\"人们已被累积的价格上涨所伤害，\"他说，\"生活水平已经下降，我认为美联储必须认真对待其价格稳定使命。\"\nThomas同时警告，若美联储未能加息，或加息后未能就后续路径提供明确指引，可能促使交易员要求长期债券提供更高收益率以对冲通胀风险，同时压低与货币政策走向密切挂钩的短端收益率。\n少数交易员押注\"按兵不动\"，但仍属边缘观点\n尽管主流预期高度一致，市场中仍存在对美联储维持利率不变的对冲操作。\n周二短期利率期权市场出现异动，与担保隔夜融资利率（SOFR）挂钩的10月和11月看涨期权成交量明显放量，这类低价期权的买入意味着部分交易员在为美联储不加息的情景布置保护。\n然而，这一观点目前仍属少数派。从更广泛的SOFR期权市场来看，主流定价方向仍是未来数月前端期货合约将进一步计入下行风险溢价。国债期权偏斜数据同样印证这一判断——长端合约的看跌期权溢价持续高于看涨期权，反映交易员为长端收益率进一步上行所支付的对冲成本依然偏高。\nSOFR期权市场现巨量空波动率交易\nSOFR期权市场近期出现一笔规模罕见的空波动率操作，进一步揭示市场对利率路径的判断趋于集中。\n据彭博数据，在SOFR 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[开心]，这2天真要谨慎，以防纳斯达克回撤"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":617936688988232,"gmtCreate":1791882642097,"gmtModify":1791882644491,"author":{"id":"4251954051832182","authorId":"4251954051832182","name":"ruan888","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4251954051832182","authorIdStr":"4251954051832182"},"themes":[],"title":"","htmlText":"把大A的品行带到了香港金融市场，真了得！","listText":"把大A的品行带到了香港金融市场，真了得！","text":"把大A的品行带到了香港金融市场，真了得！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617936688988232","repostId":"1164241435","repostType":4,"repost":{"id":"1164241435","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":1791880770,"share":"https://www.laohunote.com/m/news/1164241435?lang=zh_CN&edition=full","pubTime":"2026-10-13 16:39","market":"us","language":"zh","title":"香港证监会：对涉嫌操纵首次公开招股的集团采取行动并暂停茶百道的股份交易","url":"https://stock-news.laohu8.com/highlight/detail?id=1164241435","media":"老虎资讯综合","summary":"香港证监会称，已对两个集团采取行动，因它们涉嫌参与欺诈计划，意图就首次公开招股的股份需求营造虚假或非真实的表象。香港证监会亦已指示香港联合交易所有限公司，自今天上午9时正起暂停四川百茶百道实业股份有限公司（茶百道）（股份代号：02555）的股份交易。香港证监会还表示，高度关注，茶百道的首次公开招股可能曾被人为操纵，意图就茶百道的股份需求营造非真实的表象。在证监会继续进行调查期间，暂停茶百道的股份交易，对为该股维持一个有秩序和公平的市场及维护投资大众的利益是有需要或合宜的。","content":"<html><head></head><body><p style=\"text-align: left;\"><span>香港证监会称，已对两个集团采取行动，因它们涉嫌参与欺诈计划，意图就首次公开招股的股份需求营造虚假或非真实的表象。香港证监会亦已指示香港联合交易所有限公司，自今天上午9时正起暂停四川百茶百道实业股份有限公司（茶百道）（股份代号：02555）的股份交易。香港证监会还表示，高度关注，茶百道的首次公开招股可能曾被人为操纵，意图就茶百道的股份需求营造非真实的表象。在证监会继续进行调查期间，暂停茶百道的股份交易，对为该股维持一个有秩序和公平的市场及维护投资大众的利益是有需要或合宜的。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b72bdf3f3aa5894dd44dbb644622f3a\" data-align=\"center\" tg-width=\"1202\" tg-height=\"1036\"/><span></span></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>香港证监会：对涉嫌操纵首次公开招股的集团采取行动并暂停茶百道的股份交易</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{ 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}\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香港证监会：对涉嫌操纵首次公开招股的集团采取行动并暂停茶百道的股份交易\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\">2026-10-13 16:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><span>香港证监会称，已对两个集团采取行动，因它们涉嫌参与欺诈计划，意图就首次公开招股的股份需求营造虚假或非真实的表象。香港证监会亦已指示香港联合交易所有限公司，自今天上午9时正起暂停四川百茶百道实业股份有限公司（茶百道）（股份代号：02555）的股份交易。香港证监会还表示，高度关注，茶百道的首次公开招股可能曾被人为操纵，意图就茶百道的股份需求营造非真实的表象。在证监会继续进行调查期间，暂停茶百道的股份交易，对为该股维持一个有秩序和公平的市场及维护投资大众的利益是有需要或合宜的。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b72bdf3f3aa5894dd44dbb644622f3a\" data-align=\"center\" tg-width=\"1202\" tg-height=\"1036\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/83d7e15a34ddc924a5b1bb03835a8d36","relate_stocks":{"02555":"茶百道"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164241435","content_text":"香港证监会称，已对两个集团采取行动，因它们涉嫌参与欺诈计划，意图就首次公开招股的股份需求营造虚假或非真实的表象。香港证监会亦已指示香港联合交易所有限公司，自今天上午9时正起暂停四川百茶百道实业股份有限公司（茶百道）（股份代号：02555）的股份交易。香港证监会还表示，高度关注，茶百道的首次公开招股可能曾被人为操纵，意图就茶百道的股份需求营造非真实的表象。在证监会继续进行调查期间，暂停茶百道的股份交易，对为该股维持一个有秩序和公平的市场及维护投资大众的利益是有需要或合宜的。","news_type":1,"symbols_score_info":{"02555":2}},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616882843538232,"gmtCreate":1791625421609,"gmtModify":1791625423540,"author":{"id":"4251954051832182","authorId":"4251954051832182","name":"ruan888","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4251954051832182","authorIdStr":"4251954051832182"},"themes":[],"title":"","htmlText":"韩国的小命被ASML拿捏着","listText":"韩国的小命被ASML拿捏着","text":"韩国的小命被ASML拿捏着","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616882843538232","repostId":"2674848896","repostType":4,"repost":{"id":"2674848896","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":1791612104,"share":"https://www.laohunote.com/m/news/2674848896?lang=zh_CN&edition=full","pubTime":"2026-10-10 14:01","market":"us","language":"zh","title":"ASML零部件价格全线上调10%，三星SK海力士接受涨价，半导体设备成本压力蔓延","url":"https://stock-news.laohu8.com/highlight/detail?id=2674848896","media":"华尔街见闻","summary":"ASML罕见对三星、SK海力士全线零部件涨价10%。受AI扩产潮驱动，设备供需严重失衡，应用材料等巨头纷纷跟进。晶圆厂议价优势不再。","content":"<html><head></head><body><p style=\"text-align: left;\">全球最大半导体设备制造商 <a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>宣布对韩国客户实施零部件价格全线上调10%，<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>与<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>已接受这一方案，涨价将于明年1月起正式生效。这标志着半导体设备供应链的定价权正加速向供应商一侧倾斜，行业成本压力持续扩散。</p><p style=\"text-align: left;\">据韩国科技媒体The Lec报道，ASML总部于上月初通过韩国法人向<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和SK海力士发出涨价通知，经双方采购部门协商后确认。此次涨价覆盖EUV与DUV光刻机的全部零部件，包括定期采购的消耗性部件，以及因故障或性能下降而需更换的核心组件，涉及光学系统、光源、精密驱动装置等。</p><p style=\"text-align: left;\">此次全线一次性上调10%被业界视为异常举措。ASML此前通常仅在原材料价格大幅上涨或特定材料采购困难时对个别零部件进行单独调价。与此同时，ASML正与主要客户就新设备价格上调展开谈判，设备本体涨价预期也在升温。业界普遍认为，三星和SK海力士接受涨价后，其他设备与零部件供应商的提价要求将获得更大支撑。</p><h2 style=\"text-align: left;\">ASML零部件涨价：覆盖范围广，时机罕见</h2><p style=\"text-align: left;\">此次涨价范围涵盖ASML供应韩国市场的所有替换用设备零部件，EUV与DUV光刻机均在其列。从定期更换的消耗品到关键结构件，价格将于2026年1月起统一上调10%。</p><p style=\"text-align: left;\">ASML将安装于客户工厂的设备服务、零部件及升级业务单独核算。2024年该业务收入达81.93亿欧元，占公司总营收326.67亿欧元的约25%。ASML预计今年这部分收入将增长逾30%。</p><p style=\"text-align: left;\">一位半导体行业人士表示，零部件构成要素的整体成本确实有所上升，但ASML此举也有在客户盈利改善之际提升自身利润率的考量。</p><h2 style=\"text-align: left;\">设备本体涨价谈判同步推进，TSMC态度存分歧</h2><p style=\"text-align: left;\">在零部件之外，新订单设备的价格上调同样在酝酿之中。ASML目前正与主要客户就设备价格上调进行磋商。</p><p style=\"text-align: left;\">据The Information此前7月报道，ASML已通知中国半导体企业等客户，DUV设备价格将上调10%，部分客户已接受。然而，作为ASML最大客户的台积电据悉对设备涨价持反对立场。</p><p style=\"text-align: left;\">三星和SK海力士率先接受零部件涨价，被业界解读为一个重要信号——在供需格局已然逆转的背景下，大型客户的议价空间正在收窄。</p><h2 style=\"text-align: left;\">涨价潮蔓延，多家设备巨头跟进</h2><p style=\"text-align: left;\">ASML并非孤例。半导体设备领域的涨价趋势已在多家头部企业中蔓延。</p><p style=\"text-align: left;\">美国应用材料公司在今年8月的业绩发布中表示，新产品与现有产品价格均已提升。日本东京电子在7月末的业绩说明会上表示，正推进包括在售设备在内的价格调整，以应对成本上升压力。美国等离子电源设备商Advanced Energy也宣布对部分产品线提价。</p><h2 style=\"text-align: left;\">供需失衡是核心驱动力</h2><p style=\"text-align: left;\">此轮涨价潮的根本原因在于供需结构性失衡。AI数据中心投资热潮带动存储与晶圆代工厂商同步扩产，设备与零部件订单集中涌入，而供应商扩充产能需要时间。与此同时，通胀与原材料价格上涨也推高了供应商的成本负担。</p><p style=\"text-align: left;\">这与过去半导体厂商凭借采购规模优势压低供应商单价的格局形成鲜明对比。当前，供应商的价格谈判能力已显著增强。</p><p style=\"text-align: left;\">一位行业人士指出，大规模扩产正在实际落地，设备与零部件已进入供应短缺阶段，随着晶圆投入量持续增加，耗材领域也将出现大规模供应缺口。</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>ASML零部件价格全线上调10%，三星SK海力士接受涨价，半导体设备成本压力蔓延</title>\n<style 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}\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\">\nASML零部件价格全线上调10%，三星SK海力士接受涨价，半导体设备成本压力蔓延\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-10-10 14:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">全球最大半导体设备制造商 <a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>宣布对韩国客户实施零部件价格全线上调10%，<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>与<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>已接受这一方案，涨价将于明年1月起正式生效。这标志着半导体设备供应链的定价权正加速向供应商一侧倾斜，行业成本压力持续扩散。</p><p style=\"text-align: left;\">据韩国科技媒体The Lec报道，ASML总部于上月初通过韩国法人向<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和SK海力士发出涨价通知，经双方采购部门协商后确认。此次涨价覆盖EUV与DUV光刻机的全部零部件，包括定期采购的消耗性部件，以及因故障或性能下降而需更换的核心组件，涉及光学系统、光源、精密驱动装置等。</p><p style=\"text-align: left;\">此次全线一次性上调10%被业界视为异常举措。ASML此前通常仅在原材料价格大幅上涨或特定材料采购困难时对个别零部件进行单独调价。与此同时，ASML正与主要客户就新设备价格上调展开谈判，设备本体涨价预期也在升温。业界普遍认为，三星和SK海力士接受涨价后，其他设备与零部件供应商的提价要求将获得更大支撑。</p><h2 style=\"text-align: left;\">ASML零部件涨价：覆盖范围广，时机罕见</h2><p style=\"text-align: left;\">此次涨价范围涵盖ASML供应韩国市场的所有替换用设备零部件，EUV与DUV光刻机均在其列。从定期更换的消耗品到关键结构件，价格将于2026年1月起统一上调10%。</p><p style=\"text-align: left;\">ASML将安装于客户工厂的设备服务、零部件及升级业务单独核算。2024年该业务收入达81.93亿欧元，占公司总营收326.67亿欧元的约25%。ASML预计今年这部分收入将增长逾30%。</p><p style=\"text-align: left;\">一位半导体行业人士表示，零部件构成要素的整体成本确实有所上升，但ASML此举也有在客户盈利改善之际提升自身利润率的考量。</p><h2 style=\"text-align: left;\">设备本体涨价谈判同步推进，TSMC态度存分歧</h2><p style=\"text-align: left;\">在零部件之外，新订单设备的价格上调同样在酝酿之中。ASML目前正与主要客户就设备价格上调进行磋商。</p><p style=\"text-align: left;\">据The Information此前7月报道，ASML已通知中国半导体企业等客户，DUV设备价格将上调10%，部分客户已接受。然而，作为ASML最大客户的台积电据悉对设备涨价持反对立场。</p><p style=\"text-align: left;\">三星和SK海力士率先接受零部件涨价，被业界解读为一个重要信号——在供需格局已然逆转的背景下，大型客户的议价空间正在收窄。</p><h2 style=\"text-align: left;\">涨价潮蔓延，多家设备巨头跟进</h2><p style=\"text-align: left;\">ASML并非孤例。半导体设备领域的涨价趋势已在多家头部企业中蔓延。</p><p style=\"text-align: left;\">美国应用材料公司在今年8月的业绩发布中表示，新产品与现有产品价格均已提升。日本东京电子在7月末的业绩说明会上表示，正推进包括在售设备在内的价格调整，以应对成本上升压力。美国等离子电源设备商Advanced Energy也宣布对部分产品线提价。</p><h2 style=\"text-align: left;\">供需失衡是核心驱动力</h2><p style=\"text-align: left;\">此轮涨价潮的根本原因在于供需结构性失衡。AI数据中心投资热潮带动存储与晶圆代工厂商同步扩产，设备与零部件订单集中涌入，而供应商扩充产能需要时间。与此同时，通胀与原材料价格上涨也推高了供应商的成本负担。</p><p style=\"text-align: left;\">这与过去半导体厂商凭借采购规模优势压低供应商单价的格局形成鲜明对比。当前，供应商的价格谈判能力已显著增强。</p><p style=\"text-align: left;\">一位行业人士指出，大规模扩产正在实际落地，设备与零部件已进入供应短缺阶段，随着晶圆投入量持续增加，耗材领域也将出现大规模供应缺口。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f7a3be457d31e72bd9385adfbcc4dcb8","relate_stocks":{"ASMU":"Direxion Daily ASML Bull 2X ETF","ASML":"阿斯麦","SKHY":"SK海力士","ASMZ":"Corgi ASML 2x Daily ETF","SKHYV":"SK海力士-WI","ASMG":"2倍做多ASML ETF- Leverage Shares"},"source_url":"https://wallstreetcn.com/articles/3783320","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2674848896","content_text":"全球最大半导体设备制造商 阿斯麦宣布对韩国客户实施零部件价格全线上调10%，三星电子与SK海力士已接受这一方案，涨价将于明年1月起正式生效。这标志着半导体设备供应链的定价权正加速向供应商一侧倾斜，行业成本压力持续扩散。据韩国科技媒体The Lec报道，ASML总部于上月初通过韩国法人向三星和SK海力士发出涨价通知，经双方采购部门协商后确认。此次涨价覆盖EUV与DUV光刻机的全部零部件，包括定期采购的消耗性部件，以及因故障或性能下降而需更换的核心组件，涉及光学系统、光源、精密驱动装置等。此次全线一次性上调10%被业界视为异常举措。ASML此前通常仅在原材料价格大幅上涨或特定材料采购困难时对个别零部件进行单独调价。与此同时，ASML正与主要客户就新设备价格上调展开谈判，设备本体涨价预期也在升温。业界普遍认为，三星和SK海力士接受涨价后，其他设备与零部件供应商的提价要求将获得更大支撑。ASML零部件涨价：覆盖范围广，时机罕见此次涨价范围涵盖ASML供应韩国市场的所有替换用设备零部件，EUV与DUV光刻机均在其列。从定期更换的消耗品到关键结构件，价格将于2026年1月起统一上调10%。ASML将安装于客户工厂的设备服务、零部件及升级业务单独核算。2024年该业务收入达81.93亿欧元，占公司总营收326.67亿欧元的约25%。ASML预计今年这部分收入将增长逾30%。一位半导体行业人士表示，零部件构成要素的整体成本确实有所上升，但ASML此举也有在客户盈利改善之际提升自身利润率的考量。设备本体涨价谈判同步推进，TSMC态度存分歧在零部件之外，新订单设备的价格上调同样在酝酿之中。ASML目前正与主要客户就设备价格上调进行磋商。据The Information此前7月报道，ASML已通知中国半导体企业等客户，DUV设备价格将上调10%，部分客户已接受。然而，作为ASML最大客户的台积电据悉对设备涨价持反对立场。三星和SK海力士率先接受零部件涨价，被业界解读为一个重要信号——在供需格局已然逆转的背景下，大型客户的议价空间正在收窄。涨价潮蔓延，多家设备巨头跟进ASML并非孤例。半导体设备领域的涨价趋势已在多家头部企业中蔓延。美国应用材料公司在今年8月的业绩发布中表示，新产品与现有产品价格均已提升。日本东京电子在7月末的业绩说明会上表示，正推进包括在售设备在内的价格调整，以应对成本上升压力。美国等离子电源设备商Advanced Energy也宣布对部分产品线提价。供需失衡是核心驱动力此轮涨价潮的根本原因在于供需结构性失衡。AI数据中心投资热潮带动存储与晶圆代工厂商同步扩产，设备与零部件订单集中涌入，而供应商扩充产能需要时间。与此同时，通胀与原材料价格上涨也推高了供应商的成本负担。这与过去半导体厂商凭借采购规模优势压低供应商单价的格局形成鲜明对比。当前，供应商的价格谈判能力已显著增强。一位行业人士指出，大规模扩产正在实际落地，设备与零部件已进入供应短缺阶段，随着晶圆投入量持续增加，耗材领域也将出现大规模供应缺口。","news_type":1,"symbols_score_info":{"ASML":2,"SKHYV":0.6,"ASMZ":0.6,"ASMU":0.6,"ASMG":0.6,"SKHY":1.5}},"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611658537910744,"gmtCreate":1790349892487,"gmtModify":1790350234866,"author":{"id":"4251954051832182","authorId":"4251954051832182","name":"ruan888","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4251954051832182","authorIdStr":"4251954051832182"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$ </a> 抓条小黄鱼","listText":"<a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$ </a> 抓条小黄鱼","text":"$SK海力士(SKHY)$ 抓条小黄鱼","images":[{"img":"https://static.tigerbbs.com/9f2e5505389a53063fa6d06394011143","width":"986","height":"1577"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611658537910744","isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":611497596227912,"gmtCreate":1790310571223,"gmtModify":1790310573109,"author":{"id":"4251954051832182","authorId":"4251954051832182","name":"ruan888","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4251954051832182","authorIdStr":"4251954051832182"},"themes":[],"title":"","htmlText":"科技巨头全家福[开心]&nbsp;&nbsp;","listText":"科技巨头全家福[开心]&nbsp;&nbsp;","text":"科技巨头全家福[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611497596227912","repostId":"1177893576","repostType":4,"repost":{"id":"1177893576","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":1790304003,"share":"https://www.laohunote.com/m/news/1177893576?lang=zh_CN&edition=full","pubTime":"2026-09-25 10:40","market":"us","language":"zh","title":"科技巨头齐聚白宫欢迎晚宴！马斯克、黄仁勋、库克、苏姿丰同坐主桌，微软、谷歌、OpenAI高管到场","url":"https://stock-news.laohu8.com/highlight/detail?id=1177893576","media":"老虎资讯综合","summary":"当地时间9月24日晚，国家主席习近平和夫人彭丽媛在白宫出席美国总统特朗普和夫人梅拉尼娅举行的欢迎宴会。据悉，马斯克、黄仁勋、苏世民、奥尔特曼等美国工商界人士参加此次宴会。美国顶尖科技高管出席此次晚宴，凸显出在竞逐科技与AI领域主导权的同时，他们依然离不开中国的市场与资源。作为依赖中国庞大市场的美国顶级科技企业掌舵人，库克、黄仁勋、马斯克以及Advanced Micro Devices的苏姿丰被安排在主桌，与两国元首及第一夫人同席。","content":"<html><head></head><body><p style=\"text-align: left;\">当地时间9月24日晚，国家主席习近平和夫人彭丽媛在白宫出席美国总统特朗普和夫人梅拉尼娅举行的欢迎宴会。</p><p style=\"text-align: left;\">据悉，马斯克、黄仁勋、苏世民、奥尔特曼等美国工商界人士参加此次宴会。</p><p style=\"text-align: left;\">根据白宫公布的宾客名单，出席晚宴的还有 <a href=\"https://laohu8.com/S/AAPL\">苹果</a>的蒂姆·库克(Tim Cook)、 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>及 <a href=\"https://laohu8.com/S/SPCX\">SpaceX</a>的埃隆·马斯克(Elon Musk)、OpenAI的山姆·阿尔特曼(Sam Altman)和格雷格·布罗克曼(Greg Brockman)、 <a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>的谢尔盖·布林(Sergey Brin)、 <a href=\"https://laohu8.com/S/MSFT\">微软</a>的萨提亚·纳德拉(Satya Nadella)、派拉蒙天舞 <a href=\"https://laohu8.com/S/PSKY\">Paramount Skydance Corp</a>的大卫·埃里森(David Ellison)、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的桑达·皮采(Sundar Pichai)、 <a href=\"https://laohu8.com/S/MU\">美光科技</a>的桑杰·梅赫罗特拉(Sanjay Mehrotra)、 <a href=\"https://laohu8.com/S/QCOM\">高通</a>的安蒙(Cristiano Amon)、TikTok投资者杰夫·亚斯(Jeff Yass)以及 <a href=\"https://laohu8.com/S/DELL\">戴尔</a>的迈克尔·戴尔(Michael Dell)。美国顶尖科技高管出席此次晚宴。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7baa3ee5294e56c2ad7ae3505b53c173\" data-align=\"center\" tg-width=\"2028\" tg-height=\"1356\"/><span></span></p><p style=\"text-align: left;\">作为依赖中国庞大市场的美国顶级科技企业掌舵人，库克、黄仁勋、马斯克以及Advanced Micro Devices的苏姿丰(Lisa Su)被安排在主桌，与两国元首及第一夫人同席。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6437a2e114774cd2efc08dc4b9dbef7b\" data-align=\"center\" tg-width=\"1400\" tg-height=\"933\"/><span></span></p><p style=\"text-align: left;\">其他出席者包括 <a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>的伍德伦(Darren Woods)、 <a href=\"https://laohu8.com/S/LVMUY\">路易威登</a>的贝尔纳·阿尔诺(Bernard Arnault)、 <a href=\"https://laohu8.com/S/V\">Visa</a>的瑞安·麦金尼(Ryan McInerney)、 <a href=\"https://laohu8.com/S/MA\">万事达</a>的迈克尔·米巴赫(Michael Miebach)、 <a href=\"https://laohu8.com/S/BA\">波音</a>的凯利·奥特伯格(Kelly Ortberg)、 <a href=\"https://laohu8.com/S/BLK\">贝莱德</a>的拉里·芬克(Larry Fink)、 <a href=\"https://laohu8.com/S/BX\">黑石</a>的苏世民(Stephen Schwarzman)、 <a href=\"https://laohu8.com/S/LVS\">金沙集团</a>的米丽娅姆·阿德尔森(Miriam Adelson)博士、 <a href=\"https://laohu8.com/S/LMT\">洛克希德马丁</a>的吉姆·泰克莱特(Jim Taiclet)、 <a href=\"https://laohu8.com/S/GE\">GE航空航天</a>的拉里·卡尔普(Larry Culp)、 <a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的杰米·戴蒙(Jamie Dimon)、 <a href=\"https://laohu8.com/S/GM\">通用汽车</a>的玛丽·博拉(Mary Barra)、 <a href=\"https://laohu8.com/S/GS\">高盛</a>的苏德巍(David Solomon)以及 <a href=\"https://laohu8.com/S/C\">花旗</a>的范洁恩(Jane Fraser)。</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>科技巨头齐聚白宫欢迎晚宴！马斯克、黄仁勋、库克、苏姿丰同坐主桌，微软、谷歌、OpenAI高管到场</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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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科技巨头齐聚白宫欢迎晚宴！马斯克、黄仁勋、库克、苏姿丰同坐主桌，微软、谷歌、OpenAI高管到场\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\">2026-09-25 10:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">当地时间9月24日晚，国家主席习近平和夫人彭丽媛在白宫出席美国总统特朗普和夫人梅拉尼娅举行的欢迎宴会。</p><p style=\"text-align: left;\">据悉，马斯克、黄仁勋、苏世民、奥尔特曼等美国工商界人士参加此次宴会。</p><p style=\"text-align: left;\">根据白宫公布的宾客名单，出席晚宴的还有 <a href=\"https://laohu8.com/S/AAPL\">苹果</a>的蒂姆·库克(Tim Cook)、 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>及 <a href=\"https://laohu8.com/S/SPCX\">SpaceX</a>的埃隆·马斯克(Elon Musk)、OpenAI的山姆·阿尔特曼(Sam Altman)和格雷格·布罗克曼(Greg Brockman)、 <a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>的谢尔盖·布林(Sergey Brin)、 <a href=\"https://laohu8.com/S/MSFT\">微软</a>的萨提亚·纳德拉(Satya Nadella)、派拉蒙天舞 <a href=\"https://laohu8.com/S/PSKY\">Paramount Skydance Corp</a>的大卫·埃里森(David Ellison)、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的桑达·皮采(Sundar Pichai)、 <a href=\"https://laohu8.com/S/MU\">美光科技</a>的桑杰·梅赫罗特拉(Sanjay Mehrotra)、 <a href=\"https://laohu8.com/S/QCOM\">高通</a>的安蒙(Cristiano Amon)、TikTok投资者杰夫·亚斯(Jeff Yass)以及 <a href=\"https://laohu8.com/S/DELL\">戴尔</a>的迈克尔·戴尔(Michael Dell)。美国顶尖科技高管出席此次晚宴。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7baa3ee5294e56c2ad7ae3505b53c173\" data-align=\"center\" tg-width=\"2028\" tg-height=\"1356\"/><span></span></p><p style=\"text-align: left;\">作为依赖中国庞大市场的美国顶级科技企业掌舵人，库克、黄仁勋、马斯克以及Advanced Micro Devices的苏姿丰(Lisa Su)被安排在主桌，与两国元首及第一夫人同席。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6437a2e114774cd2efc08dc4b9dbef7b\" data-align=\"center\" tg-width=\"1400\" tg-height=\"933\"/><span></span></p><p style=\"text-align: left;\">其他出席者包括 <a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>的伍德伦(Darren Woods)、 <a href=\"https://laohu8.com/S/LVMUY\">路易威登</a>的贝尔纳·阿尔诺(Bernard Arnault)、 <a href=\"https://laohu8.com/S/V\">Visa</a>的瑞安·麦金尼(Ryan McInerney)、 <a href=\"https://laohu8.com/S/MA\">万事达</a>的迈克尔·米巴赫(Michael Miebach)、 <a href=\"https://laohu8.com/S/BA\">波音</a>的凯利·奥特伯格(Kelly Ortberg)、 <a href=\"https://laohu8.com/S/BLK\">贝莱德</a>的拉里·芬克(Larry Fink)、 <a href=\"https://laohu8.com/S/BX\">黑石</a>的苏世民(Stephen Schwarzman)、 <a href=\"https://laohu8.com/S/LVS\">金沙集团</a>的米丽娅姆·阿德尔森(Miriam Adelson)博士、 <a href=\"https://laohu8.com/S/LMT\">洛克希德马丁</a>的吉姆·泰克莱特(Jim Taiclet)、 <a href=\"https://laohu8.com/S/GE\">GE航空航天</a>的拉里·卡尔普(Larry Culp)、 <a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的杰米·戴蒙(Jamie Dimon)、 <a href=\"https://laohu8.com/S/GM\">通用汽车</a>的玛丽·博拉(Mary Barra)、 <a href=\"https://laohu8.com/S/GS\">高盛</a>的苏德巍(David Solomon)以及 <a href=\"https://laohu8.com/S/C\">花旗</a>的范洁恩(Jane Fraser)。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/7baa3ee5294e56c2ad7ae3505b53c173","relate_stocks":{"TLA":"GraniteShares Autocallable TSLA ETF","YSPC":"YieldMax SPCX Option Income Strategy ETF","JPMO":"JPM期权收益策略ETF-YieldMax","AAPL":"苹果","GE":"GE航空航天","V":"Visa","MA":"万事达","MU":"美光科技","07766":"南方两倍做多特斯拉","MSFC":"2倍做多MSFT ETF-Corgi","MUD":"1倍做空MU ETF-Direxion","MSFD":"1倍做空MSFT ETF-Direxion","MUG":"Leverage Shares 2X Long MU Daily ETF","GOGL":"2倍做多GOOGL ETF-Corgi","GS":"高盛","BX":"黑石","MSFL":"2倍做多MSFT ETF-GraniteShares","MSFO":"MSFT期权收益策略ETF-YieldMax","C":"花旗","SPCX":"SPAC and New Issue ETF","MSFU":"2倍做多MSFT ETF-Direxion","MULL":"2倍做多MU ETF-GraniteShares","LMTL":"2倍做多LMT ETF-Direxion","TSYY":"收益增强TSLA ETF-GraniteShares","MSFW":"Roundhill MSFT WeeklyPay ETF","LMTS":"1倍做空LMT ETF-Direxion","MSFX":"2倍做多MSFT ETF-T-Rex","GOOL":"Leverage Shares 2X Long GOOGL Daily ETF","MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","GOOW":"Roundhill GOOGL WeeklyPay ETF","GOOX":"2倍做多GOOG ETF-T-REX","XOM":"埃克森美孚","DELL":"戴尔","XOMZ":"1倍做空XOM ETF-Direxion","GOOY":"GOOGL期权收益策略ETF-YieldMax","GGLL":"2倍做多GOOGL-Direxion","TESC":"Corgi TSLA 2x Daily ETF","DLLL":"2倍做多DELL ETF-GraniteShares","SPAL":"2倍做多Space X ETF-GraniteShares","TESL":"Simplify Volt TSLA Revolution ETF","GGLS":"1倍做空GOOGL ETF-Direxion","XOMX":"2倍做多XOM ETF-Direxion","TSLA":"特斯拉","GOU":"GraniteShares 2x Long GOOGL Daily ETF","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","XOMO":"XOM期权收益策略ETF-Yieldmax","QCOM":"高通","LOFD":"Direxion Daily SpaceX Bear 2X ETF","BOED":"1倍做空BA ETF-Direxion","SPAX":"2倍做多SPACEX ETF-T-REX","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","BOEG":"2倍做多BA ETF-Leverage Shares","LOFF":"2倍做多SpaceX ETF-Direxion","BOEU":"2倍做多BA ETF-Direxion","APLY":"AAPL期权收益策略ETF-YieldMax","09366":"南方两倍做空特斯拉-U","JPM":"摩根大通","DSPC":"1倍做空SPCX ETF-Leverage Shares","SNK":"2倍做空SpaceX ETF-GraniteShares","LMT":"洛克希德马丁","GM":"通用汽车","09766":"南方两倍做多特斯拉-U","TSDD":"2倍做空TSLA ETF-GraniteShares","JPO":"JPM期权收益策略ETF-YieldMax","BA":"波音","SPCF":"2倍做多SpaceX ETF-ProShares","SSPC":"2倍做空SpaceX ETF-Leverage Shares","SPCG":"2倍做空SpaceX ETF-Tradr","QCMD":"1倍做空QCOM ETF-Direxion","GOOGL":"谷歌A","SPCH":"2倍做多SpaceX ETF-Leverage Shares","QCML":"2倍做多QCOM ETF-GraniteShares","MUU":"2倍做多MU ETF-Direxion","AAPB":"2倍做多AAPL ETF-GraniteShares","GOOG":"谷歌","QCMU":"2倍做多QCOM ETF-Direxion","AAPD":"1倍做空AAPL ETF-Direxion","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","MIC":"2倍做多MU ETF-Corgi","AAPE":"Leverage Shares 2X Long AAPL Daily ETF","MUYY":"GraniteShares YieldBOOSTMU ETF","TSLZ":"2倍做空TSLA ETF-T-Rex","07366":"南方两倍做空特斯拉","MUZ":"2倍做空MU ETF-Defiance","TSLY":"TSLA期权收益策略ETF-YieldMax","SPCM":"2倍做多SpaceX ETF-Tradr","AAPU":"2倍做多AAPL ETF-Direxion","TSLW":"TSLA周配息ETF-Roundhill","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","SPCQ":"2倍做空SpaceX ETF-Defiance","AAPW":"AAPL周配息ETF-Roundhill","TSLT":"2倍做多TSLA ETF-T-Rex","AAPX":"2倍做多Apple ETF-T-Rex","TSLS":"1倍做空TSLA ETF-Direxion","SPCU":"2倍做多SpaceX ETF-Defiance","AAPY":"AAPL收益溢价策略ETF-Kurv","TSLR":"2倍做多TSLA ETF-GraniteShares","TSII":"REX TSLA Growth & Income ETF","BLK":"贝莱德","TSLQ":"2倍做空TSLA ETF-Tradr","IOSX":"Corgi AAPL 2x Daily ETF","MSFT":"微软","TSL":"1.25倍做多TSLA ETF-GraniteShares","TSLP":"TSLA收益溢价策略ETF-Kurv","TSLG":"2倍做多TSLA ETF-Leverage Shares","TSLL":"2倍做多TSLA ETF-Direxion","LVS":"金沙集团","TSLI":"2倍做多TSLA ETF-ProShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177893576","content_text":"当地时间9月24日晚，国家主席习近平和夫人彭丽媛在白宫出席美国总统特朗普和夫人梅拉尼娅举行的欢迎宴会。据悉，马斯克、黄仁勋、苏世民、奥尔特曼等美国工商界人士参加此次宴会。根据白宫公布的宾客名单，出席晚宴的还有 苹果的蒂姆·库克(Tim Cook)、 特斯拉及 SpaceX的埃隆·马斯克(Elon Musk)、OpenAI的山姆·阿尔特曼(Sam Altman)和格雷格·布罗克曼(Greg Brockman)、 谷歌A的谢尔盖·布林(Sergey Brin)、 微软的萨提亚·纳德拉(Satya Nadella)、派拉蒙天舞 Paramount Skydance Corp的大卫·埃里森(David Ellison)、谷歌的桑达·皮采(Sundar Pichai)、 美光科技的桑杰·梅赫罗特拉(Sanjay Mehrotra)、 高通的安蒙(Cristiano Amon)、TikTok投资者杰夫·亚斯(Jeff Yass)以及 戴尔的迈克尔·戴尔(Michael Dell)。美国顶尖科技高管出席此次晚宴。作为依赖中国庞大市场的美国顶级科技企业掌舵人，库克、黄仁勋、马斯克以及Advanced Micro Devices的苏姿丰(Lisa Su)被安排在主桌，与两国元首及第一夫人同席。其他出席者包括 埃克森美孚的伍德伦(Darren Woods)、 路易威登的贝尔纳·阿尔诺(Bernard Arnault)、 Visa的瑞安·麦金尼(Ryan McInerney)、 万事达的迈克尔·米巴赫(Michael Miebach)、 波音的凯利·奥特伯格(Kelly Ortberg)、 贝莱德的拉里·芬克(Larry Fink)、 黑石的苏世民(Stephen Schwarzman)、 金沙集团的米丽娅姆·阿德尔森(Miriam Adelson)博士、 洛克希德马丁的吉姆·泰克莱特(Jim Taiclet)、 GE航空航天的拉里·卡尔普(Larry Culp)、 摩根大通的杰米·戴蒙(Jamie Dimon)、 通用汽车的玛丽·博拉(Mary Barra)、 高盛的苏德巍(David Solomon)以及 花旗的范洁恩(Jane Fraser)。","news_type":1,"symbols_score_info":{"SPCX":2,"MSFW":0.6,"GOOW":0.6,"SNK":0.6,"SPCG":0.6,"SPAL":0.6,"MSFD":0.6,"AAPL":2.1,"TESL":0.6,"TSLO":0.6,"TSII":0.6,"09366":0.6,"MIC":0.6,"TSLA":2.1,"LOFD":0.6,"GOOGL":2.1,"GE":2,"07766":0.6,"LMT":2,"BOED":0.6,"BA":2,"TSLL":0.6,"AAPY":0.6,"BOEU":0.6,"AAPB":0.6,"DSPC":0.6,"GOOG":2,"TSDD":0.6,"QCMD":0.6,"BLK":2,"TSLW":0.6,"XOMZ":0.6,"APLY":0.6,"07366":0.6,"GOU":0.6,"SPCQ":0.6,"GS":2,"TSYY":0.6,"GGLS":0.6,"JPM":2,"GOOP":0.6,"MSFX":0.6,"TSLZ":0.6,"SPCU":0.6,"SPCH":0.6,"CRSH":0.6,"DELL":2,"BX":2,"MULL":0.6,"MSFO":0.6,"AAPE":0.6,"TEST":0.6,"TSLS":0.6,"AAPW":0.6,"TSLI":0.6,"JPMO":0.6,"MSFU":0.6,"IOSX":0.6,"MUU":0.6,"GOOL":0.6,"MUZ":0.6,"PSKY":2,"TSLG":0.6,"TSL":0.6,"AAPD":0.6,"GOOY":0.6,"MA":2,"QCOM":2,"V":2,"BOEG":0.6,"AAPX":0.6,"TSLP":0.6,"LVS":2,"QCML":0.6,"JPO":0.6,"GOOX":0.6,"QCMU":0.6,"SPAX":0.6,"LOFF":0.6,"ELOL":0.6,"LMTS":0.6,"MSFT":2,"LMTL":0.6,"MUG":0.6,"XOMO":0.6,"MSFL":0.6,"MSFY":0.6,"TLA":0.6,"TSLT":0.6,"XOM":2,"TSLR":0.6,"09766":0.6,"C":2,"GGLL":0.6,"SPCF":0.6,"GOGL":0.6,"SPCM":0.6,"GM":2,"TESC":0.6,"AAPU":0.6,"TSLY":0.6,"MUD":0.6,"SSPC":0.6,"MSFC":0.6,"TSLQ":0.6,"MUYY":0.6,"DLLL":0.6,"YSPC":0.6,"XOMX":0.6,"MU":2}},"isVote":1,"tweetType":1,"viewCount":611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620262297260576,"gmtCreate":1792462801817,"gmtModify":1792463926170,"author":{"id":"4251954051832182","authorId":"4251954051832182","name":"ruan888","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4251954051832182","authorIdStr":"4251954051832182"},"themes":[],"title":"","htmlText":"<a 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