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谋远
IP属地：江苏
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谋远
谋远
·
10-22
电动汽车对整个汽车产业掀起了滔天巨浪，赚的盆满钵满的只有马斯克和那一帮初始股东，公司创造的利润极其有限，对行业的破坏远大于贡献，未来永远是故事，可能根本就没有未来，马斯克更像一个资本玩家，所以要小心他。
异动解读｜SpaceX夜盘上涨7.94%，三季度营收与盈利大幅超预期
10月21日，SpaceX夜盘上涨7.94%，报159.25美元/股，成交额89.97万美元。此次异动的核心催化来自公司披露的第三季度业绩超预期，且夜盘涨幅已扩大至超8%。分业务看，连接业务营收52.5亿美元，高于预期的48.6亿美元；截至9月30日，Starlink个人用户订阅量达到1360万。此外，公司管理层表示有望在明年初实现火箭二级复用发射，进一步强化了市场对商业化与技术兑现的预期。
异动解读｜SpaceX夜盘上涨7.94%，三季度营收与盈利大幅超预期
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谋远
·
10-17
扯，中国就没有通胀
美联储主席沃什：AI是我一生中最深远的经济变革，10月和12月议息会议至关重要
10月16日，美联储主席沃什：我可能对全球金融危机留下的阴影过于敏感。自九月份FOMC会议以来，全球情况大致符合我们的预期。我们今年还会再开几次会议，那将是关键时刻。我们将明确产出、就业和通胀的变化情况。当前我们正处于结构性增长阶段，迎来了投资热潮。投资热潮归功于良好的政策，投资热潮是全球经济向好发展中最关键的因素。我们将在十月和十二月的会议上做出判断。显然，美联储的政策会溢出到世界其他地区，但其他国家的政策也会反过来影响我们。美联储已明确将致力于实现物价稳定，我不赞成预先对议息会议做出判断。不要预判会议结果。我不主张预先透露2026年剩余议息会议中可能采取的行动。
美联储主席沃什：AI是我一生中最深远的经济变革，10月和12月议息会议至关重要
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谋远
·
10-01
说说你对这篇新闻的看法...
异动解读｜谷歌夜盘上涨3.01%，发布旗舰AI模型Gemini 4 Argon并成功发射首颗TPU卫星
10月1日，谷歌夜盘上涨3.01%，报351.0美元/股，成交额2516.39万美元。消息面上，谷歌当日发布旗舰AI模型Gemini 4 Argon，官方称其为迄今最先进的大模型，在编程与网络安全等基准测试中领先，输出Token上限扩容至百万级。此前谷歌DeepMind曾透露Gemini 4处于后训练早期阶段，本次正式发布节奏快于市场预期。
异动解读｜谷歌夜盘上涨3.01%，发布旗舰AI模型Gemini 4 Argon并成功发射首颗TPU卫星
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谋远
·
08-19
说说你对这篇新闻的看法...
美官员：特朗普要求谈判团队暂停与伊朗接触
当地时间18日获悉，一名美国官员表示，特朗普已要求政府高级特使暂停与伊朗方面的接触。此外，一名知情人士表示，白宫官员近期向政治盟友传达其对伊朗战略正在发生转变——从“尽快重击伊朗”转向长期“扼住伊朗的咽喉”。美国官员表示，特朗普已经要求其谈判团队暂时不要与伊朗方面接触。该团队成员包括美国副总统万斯以及特朗普的特使威特科夫和特朗普的女婿库什纳。美国官员称，这一指示是在美方此前与伊朗进行了一些“积极讨论”之后作出的。对此，伊朗方面暂无回应。
美官员：特朗普要求谈判团队暂停与伊朗接触
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谋远
·
07-30
Copilot是一个什么样的软件
微软财报后股价为何有望录得历史性涨幅
鉴于公司云业务增长显著，微软预计在加大AI投入的同时不会陷入现金消耗模式。微软股价周四早盘上涨近15%。微软终于开始让华尔街相信，它在人工智能方面正在找到正确的平衡——而这正转化为历史性的股价涨幅。与此同时，管理层做出了一些保证，即本财年大力投入AI预计不会将公司推入负自由现金流区域。因此，微软股价有望迎来近18年来最佳单日表现。该公司报告称其AI助手Copilot已突破3000万付费席位。
微软财报后股价为何有望录得历史性涨幅
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谋远
·
07-25
OpenAI和Anthropic年营收预计是多少
美股下周迎两大考验：美联储议息会议与科技巨头财报密集发布
美股下周将迎来多重考验，美联储议息会议与科技巨头财报潮成为市场焦点。油价上涨推动通胀担忧升温，投资者关注美联储是否释放更鹰派的加息信号；同时，苹果、微软、亚马逊、Meta等公司将公布业绩，AI资本开支及投资回报成为核心议题。尽管AI推动今年美股上涨并带动半导体、数据中心产业链表现强劲，但Alphabet财报后市场开始担忧巨额AI投入对利润率和现金流的影响。与此同时，美债收益率走高及多项经济数据公布，也将进一步影响市场对利率和经济前景的判断。
美股下周迎两大考验：美联储议息会议与科技巨头财报密集发布
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谋远
·
06-25
说说你对这篇新闻的看法...
Cerebras(CBRS)绩后大跌13.99% Q1股东权益总额亏损1.95亿美元&料Q2核心毛利率大幅下滑
金吾财讯 | AI基础设施巨头Cerebras Systems 盘前大跌13.99%，最新报195.00美元，盘前成交额18.54亿美元。然而，公司整体仍处于扩张亏损期，GAAP净亏损为1,400万美元，非GAAP核心净亏损为250万美元，每股净亏损0.22美元，股东权益总额亏损达1.95亿美元。非GAAP核心营收达1.913亿美元，同比增长92%。业务拓展方面，Cerebras宣布与人工智能领头羊OpenAI达成了一项总额超过200亿美元的多年期巨额合作协议。
Cerebras(CBRS)绩后大跌13.99% Q1股东权益总额亏损1.95亿美元&料Q2核心毛利率大幅下滑
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谋远
·
06-23
说说你对这篇新闻的看法...
美副总统万斯：与伊朗谈判非常顺利，已设立黎巴嫩冲突降级机制
6月22日，美国副总统万斯：与伊朗的谈判非常顺利，取得了很多积极进展；我们建立了一个保持霍尔木兹海峡开放的机制。
美副总统万斯：与伊朗谈判非常顺利，已设立黎巴嫩冲突降级机制
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谋远
·
04-27
吹牛不收税
何小鹏重申目标：到今年8月，在中国实现自动驾驶能力超越特斯拉
整体实力将会更强。
何小鹏重申目标：到今年8月，在中国实现自动驾驶能力超越特斯拉
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谋远
·
04-18
什么叫幽灵外卖
共处罚没款35.97亿元！7家电商平台涉“幽灵外卖”系列案被处罚
同时，依据《中华人民共和国食品安全法实施条例》第七十五条的规定，对7家平台企业法定代表人和食品安全总监合计处以罚款1968.74万元。上述行为严重违反《中华人民共和国食品安全法》《中华人民共和国电子商务法》《中华人民共和国食品安全法实施条例》有关规定。案件启动调查后，市场监管总局第一时间责成电商平台立行立改，7家电商平台均已下架未经审核的有关“幽灵店铺”，停止与相关转单平台的餐饮转单合作。
共处罚没款35.97亿元！7家电商平台涉“幽灵外卖”系列案被处罚
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08:01","market":"us","language":"zh","title":"异动解读｜SpaceX夜盘上涨7.94%，三季度营收与盈利大幅超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1100565680","media":"行情直击","summary":"10月21日，SpaceX夜盘上涨7.94%，报159.25美元/股，成交额89.97万美元。此次异动的核心催化来自公司披露的第三季度业绩超预期，且夜盘涨幅已扩大至超8%。分业务看，连接业务营收52.5亿美元，高于预期的48.6亿美元；截至9月30日，Starlink个人用户订阅量达到1360万。此外，公司管理层表示有望在明年初实现火箭二级复用发射，进一步强化了市场对商业化与技术兑现的预期。","content":"<p><p>10月21日，SpaceX夜盘上涨7.94%，报159.25美元/股，成交额89.97万美元。</p><p>此次异动的核心催化来自公司披露的第三季度业绩超预期，且夜盘涨幅已扩大至超8%。数据显示，Q3营收145.8亿美元，高于市场预期的128.7亿美元；调整后每股收益0.35美元，高于0.12美元的一致预期，并较上年同期亏损实现扭亏为盈，净利润达44.04亿美元。</p><p>分业务看，连接业务营收52.5亿美元，高于预期的48.6亿美元；截至9月30日，Starlink个人用户订阅量达到1360万。此外，公司管理层表示有望在明年初实现火箭二级复用发射，进一步强化了市场对商业化与技术兑现的预期。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</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\" 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style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-10-21 08:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>10月21日，SpaceX夜盘上涨7.94%，报159.25美元/股，成交额89.97万美元。</p><p>此次异动的核心催化来自公司披露的第三季度业绩超预期，且夜盘涨幅已扩大至超8%。数据显示，Q3营收145.8亿美元，高于市场预期的128.7亿美元；调整后每股收益0.35美元，高于0.12美元的一致预期，并较上年同期亏损实现扭亏为盈，净利润达44.04亿美元。</p><p>分业务看，连接业务营收52.5亿美元，高于预期的48.6亿美元；截至9月30日，Starlink个人用户订阅量达到1360万。此外，公司管理层表示有望在明年初实现火箭二级复用发射，进一步强化了市场对商业化与技术兑现的预期。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCX":"SPAC and New Issue ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100565680","content_text":"10月21日，SpaceX夜盘上涨7.94%，报159.25美元/股，成交额89.97万美元。此次异动的核心催化来自公司披露的第三季度业绩超预期，且夜盘涨幅已扩大至超8%。数据显示，Q3营收145.8亿美元，高于市场预期的128.7亿美元；调整后每股收益0.35美元，高于0.12美元的一致预期，并较上年同期亏损实现扭亏为盈，净利润达44.04亿美元。分业务看，连接业务营收52.5亿美元，高于预期的48.6亿美元；截至9月30日，Starlink个人用户订阅量达到1360万。此外，公司管理层表示有望在明年初实现火箭二级复用发射，进一步强化了市场对商业化与技术兑现的预期。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"SPCX":1}},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":619080061174400,"gmtCreate":1792168310800,"gmtModify":1792168312934,"author":{"id":"3458873772795444","authorId":"3458873772795444","name":"谋远","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3458873772795444","idStr":"3458873772795444"},"themes":[],"title":"","htmlText":"扯，中国就没有通胀","listText":"扯，中国就没有通胀","text":"扯，中国就没有通胀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619080061174400","repostId":"1163471567","repostType":4,"repost":{"id":"1163471567","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":1792122315,"share":"https://www.laohunote.com/m/news/1163471567?lang=zh_CN&edition=full","pubTime":"2026-10-16 11:45","market":"us","language":"zh","title":"美联储主席沃什：AI是我一生中最深远的经济变革，10月和12月议息会议至关重要","url":"https://stock-news.laohu8.com/highlight/detail?id=1163471567","media":"老虎资讯综合","summary":"10月16日，美联储主席沃什：我可能对全球金融危机留下的阴影过于敏感。自九月份FOMC会议以来，全球情况大致符合我们的预期。我们今年还会再开几次会议，那将是关键时刻。我们将明确产出、就业和通胀的变化情况。当前我们正处于结构性增长阶段，迎来了投资热潮。投资热潮归功于良好的政策，投资热潮是全球经济向好发展中最关键的因素。我们将在十月和十二月的会议上做出判断。显然，美联储的政策会溢出到世界其他地区，但其他国家的政策也会反过来影响我们。美联储已明确将致力于实现物价稳定，我不赞成预先对议息会议做出判断。不要预判会议结果。我不主张预先透露2026年剩余议息会议中可能采取的行动。","content":"<html><head></head><body><blockquote><p style=\"text-align: left;\">沃什强调，他强调，美联储已明确致力于实现物价稳定，不赞成提前预判议息会议结果，也不主张预先透露2026年剩余会议可能采取的政策行动。沃什指出，通胀并非美国独有的问题。目前，全球大部分地区都在同步收紧货币政策，这意味着没有任何国家可以“搭便车”。沃什还宣布，美联储生产力和就业工作组将于11月16日在旧金山湾区举行实地听证会，研究包括人工智能经济影响在内的诸多问题。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9325958da7ec4935e11fea3a1a1bdcd3\" data-align=\"center\" tg-width=\"526\" tg-height=\"339\"/><span></span></p><p style=\"text-align: justify;\">当地时间10月16日，美联储主席凯文·沃什在泰国曼谷举行的国际货币基金组织（IMF）与世界银行集团2026年年会期间，与IMF总裁格奥尔基耶娃展开炉边谈话，谈及人工智能、货币政策、全球通胀及金融稳定等问题。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>AI是我一生中最深远的经济变革</strong></h2><p style=\"text-align: justify;\">沃什表示，人工智能是他一生中最具深远影响的经济变革。在美国，人们现在把AI称为“SI”。</p><p style=\"text-align: justify;\">他认为，人工智能对经济需求侧的影响将先于供给侧冲击显现。AI将改变实体经济，但对就业的短期影响仍存在不确定性。</p><p style=\"text-align: justify;\">此外，人工智能将有助于央行增强对经济数据及货币政策判断的信心。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>10月和12月议息会议至关重要</strong></h2><p style=\"text-align: justify;\">沃什表示，2026年剩余的议息会议将是形成明确政策判断的关键时刻，尤其是10月和12月的会议。</p><p style=\"text-align: justify;\">他强调，美联储已明确致力于实现物价稳定，不赞成提前预判议息会议结果，也不主张预先透露2026年剩余会议可能采取的政策行动。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>生产力和就业工作组将于11月16日举行听证会</strong></h2><p style=\"text-align: justify;\">沃什宣布，美联储生产力和就业工作组将于11月16日在旧金山湾区举行实地听证会，研究包括人工智能经济影响在内的诸多问题。</p><p style=\"text-align: justify;\">今年6月，沃什成立了五个由外部专家组成的工作组，负责研究货币政策制定的关键领域，预计将在今年年底前后向美联储提交建议。</p><p style=\"text-align: justify;\">沃什还指出，美联储工作组肩负着创造新智力资本、协助联邦公开市场委员会（FOMC）决策的重要任务。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>全球同步紧缩货币政策，没有“搭便车者”</strong></h2><p style=\"text-align: justify;\">沃什指出，通胀并非美国独有的问题。他从世界各地的央行同行那里了解到，各国都有实现物价稳定的决心。</p><p style=\"text-align: justify;\">他表示，全球大部分地区都在同步收紧货币政策，这意味着没有任何国家可以“搭便车”。</p><p style=\"text-align: justify;\">此外，美联储的货币政策会对世界其他地区产生溢出效应，但其他国家的政策也会反过来影响美国。</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>美联储主席沃什：AI是我一生中最深远的经济变革，10月和12月议息会议至关重要</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美联储主席沃什：AI是我一生中最深远的经济变革，10月和12月议息会议至关重要\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\">2026-10-16 11:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p style=\"text-align: left;\">沃什强调，他强调，美联储已明确致力于实现物价稳定，不赞成提前预判议息会议结果，也不主张预先透露2026年剩余会议可能采取的政策行动。沃什指出，通胀并非美国独有的问题。目前，全球大部分地区都在同步收紧货币政策，这意味着没有任何国家可以“搭便车”。沃什还宣布，美联储生产力和就业工作组将于11月16日在旧金山湾区举行实地听证会，研究包括人工智能经济影响在内的诸多问题。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9325958da7ec4935e11fea3a1a1bdcd3\" data-align=\"center\" tg-width=\"526\" tg-height=\"339\"/><span></span></p><p style=\"text-align: justify;\">当地时间10月16日，美联储主席凯文·沃什在泰国曼谷举行的国际货币基金组织（IMF）与世界银行集团2026年年会期间，与IMF总裁格奥尔基耶娃展开炉边谈话，谈及人工智能、货币政策、全球通胀及金融稳定等问题。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>AI是我一生中最深远的经济变革</strong></h2><p style=\"text-align: justify;\">沃什表示，人工智能是他一生中最具深远影响的经济变革。在美国，人们现在把AI称为“SI”。</p><p style=\"text-align: justify;\">他认为，人工智能对经济需求侧的影响将先于供给侧冲击显现。AI将改变实体经济，但对就业的短期影响仍存在不确定性。</p><p style=\"text-align: justify;\">此外，人工智能将有助于央行增强对经济数据及货币政策判断的信心。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>10月和12月议息会议至关重要</strong></h2><p style=\"text-align: justify;\">沃什表示，2026年剩余的议息会议将是形成明确政策判断的关键时刻，尤其是10月和12月的会议。</p><p style=\"text-align: justify;\">他强调，美联储已明确致力于实现物价稳定，不赞成提前预判议息会议结果，也不主张预先透露2026年剩余会议可能采取的政策行动。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>生产力和就业工作组将于11月16日举行听证会</strong></h2><p style=\"text-align: justify;\">沃什宣布，美联储生产力和就业工作组将于11月16日在旧金山湾区举行实地听证会，研究包括人工智能经济影响在内的诸多问题。</p><p style=\"text-align: justify;\">今年6月，沃什成立了五个由外部专家组成的工作组，负责研究货币政策制定的关键领域，预计将在今年年底前后向美联储提交建议。</p><p style=\"text-align: justify;\">沃什还指出，美联储工作组肩负着创造新智力资本、协助联邦公开市场委员会（FOMC）决策的重要任务。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>全球同步紧缩货币政策，没有“搭便车者”</strong></h2><p style=\"text-align: justify;\">沃什指出，通胀并非美国独有的问题。他从世界各地的央行同行那里了解到，各国都有实现物价稳定的决心。</p><p style=\"text-align: justify;\">他表示，全球大部分地区都在同步收紧货币政策，这意味着没有任何国家可以“搭便车”。</p><p style=\"text-align: justify;\">此外，美联储的货币政策会对世界其他地区产生溢出效应，但其他国家的政策也会反过来影响美国。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9325958da7ec4935e11fea3a1a1bdcd3","relate_stocks":{"SDOW":"三倍做空道指30ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","DIA":"道琼斯ETF","UDOW":"三倍做多道指30ETF-ProShares","DOG":"道指ETF-ProShares做空","DDM":"2倍做多道指ETF-ProShares",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163471567","content_text":"沃什强调，他强调，美联储已明确致力于实现物价稳定，不赞成提前预判议息会议结果，也不主张预先透露2026年剩余会议可能采取的政策行动。沃什指出，通胀并非美国独有的问题。目前，全球大部分地区都在同步收紧货币政策，这意味着没有任何国家可以“搭便车”。沃什还宣布，美联储生产力和就业工作组将于11月16日在旧金山湾区举行实地听证会，研究包括人工智能经济影响在内的诸多问题。当地时间10月16日，美联储主席凯文·沃什在泰国曼谷举行的国际货币基金组织（IMF）与世界银行集团2026年年会期间，与IMF总裁格奥尔基耶娃展开炉边谈话，谈及人工智能、货币政策、全球通胀及金融稳定等问题。AI是我一生中最深远的经济变革沃什表示，人工智能是他一生中最具深远影响的经济变革。在美国，人们现在把AI称为“SI”。他认为，人工智能对经济需求侧的影响将先于供给侧冲击显现。AI将改变实体经济，但对就业的短期影响仍存在不确定性。此外，人工智能将有助于央行增强对经济数据及货币政策判断的信心。10月和12月议息会议至关重要沃什表示，2026年剩余的议息会议将是形成明确政策判断的关键时刻，尤其是10月和12月的会议。他强调，美联储已明确致力于实现物价稳定，不赞成提前预判议息会议结果，也不主张预先透露2026年剩余会议可能采取的政策行动。生产力和就业工作组将于11月16日举行听证会沃什宣布，美联储生产力和就业工作组将于11月16日在旧金山湾区举行实地听证会，研究包括人工智能经济影响在内的诸多问题。今年6月，沃什成立了五个由外部专家组成的工作组，负责研究货币政策制定的关键领域，预计将在今年年底前后向美联储提交建议。沃什还指出，美联储工作组肩负着创造新智力资本、协助联邦公开市场委员会（FOMC）决策的重要任务。全球同步紧缩货币政策，没有“搭便车者”沃什指出，通胀并非美国独有的问题。他从世界各地的央行同行那里了解到，各国都有实现物价稳定的决心。他表示，全球大部分地区都在同步收紧货币政策，这意味着没有任何国家可以“搭便车”。此外，美联储的货币政策会对世界其他地区产生溢出效应，但其他国家的政策也会反过来影响美国。","news_type":1,"symbols_score_info":{"DXD":0.6,"UDOW":0.6,"DOG":0.6,"SDOW":0.6,"DDM":0.6,"DIA":0.6,".DJI":2}},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613787907432512,"gmtCreate":1790869739857,"gmtModify":1790869741883,"author":{"id":"3458873772795444","authorId":"3458873772795444","name":"谋远","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3458873772795444","idStr":"3458873772795444"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613787907432512","repostId":"1102178020","repostType":2,"repost":{"id":"1102178020","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":1790831195,"share":"https://www.laohunote.com/m/news/1102178020?lang=zh_CN&edition=full","pubTime":"2026-10-01 13:06","market":"hk","language":"zh","title":"异动解读｜谷歌夜盘上涨3.01%，发布旗舰AI模型Gemini 4 Argon并成功发射首颗TPU卫星","url":"https://stock-news.laohu8.com/highlight/detail?id=1102178020","media":"行情直击","summary":"10月1日，谷歌夜盘上涨3.01%，报351.0美元/股，成交额2516.39万美元。消息面上，谷歌当日发布旗舰AI模型Gemini 4 Argon，官方称其为迄今最先进的大模型，在编程与网络安全等基准测试中领先，输出Token上限扩容至百万级。此前谷歌DeepMind曾透露Gemini 4处于后训练早期阶段，本次正式发布节奏快于市场预期。","content":"<p><p>10月1日，谷歌夜盘上涨3.01%，报351.0美元/股，成交额2516.39万美元。</p><p>消息面上，谷歌当日发布旗舰AI模型Gemini 4 Argon，官方称其为迄今最先进的大模型，在编程与网络安全等基准测试中领先，输出Token上限扩容至百万级。此前谷歌DeepMind曾透露Gemini 4处于后训练早期阶段，本次正式发布节奏快于市场预期。</p><p>与此同时，谷歌\"太阳捕手计划\"首颗原型卫星搭乘SpaceX猎鹰9号成功升空，卫星搭载4颗自研Trillium TPU芯片，标志着人类首次将成规模AI推理芯片送入近地轨道进行在轨验证，谷歌计划明年进一步发射双星测试激光星间通信组网。双重利好叠加，推动股价夜盘走强。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</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\" 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style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-10-01 13:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>10月1日，谷歌夜盘上涨3.01%，报351.0美元/股，成交额2516.39万美元。</p><p>消息面上，谷歌当日发布旗舰AI模型Gemini 4 Argon，官方称其为迄今最先进的大模型，在编程与网络安全等基准测试中领先，输出Token上限扩容至百万级。此前谷歌DeepMind曾透露Gemini 4处于后训练早期阶段，本次正式发布节奏快于市场预期。</p><p>与此同时，谷歌\"太阳捕手计划\"首颗原型卫星搭乘SpaceX猎鹰9号成功升空，卫星搭载4颗自研Trillium TPU芯片，标志着人类首次将成规模AI推理芯片送入近地轨道进行在轨验证，谷歌计划明年进一步发射双星测试激光星间通信组网。双重利好叠加，推动股价夜盘走强。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102178020","content_text":"10月1日，谷歌夜盘上涨3.01%，报351.0美元/股，成交额2516.39万美元。消息面上，谷歌当日发布旗舰AI模型Gemini 4 Argon，官方称其为迄今最先进的大模型，在编程与网络安全等基准测试中领先，输出Token上限扩容至百万级。此前谷歌DeepMind曾透露Gemini 4处于后训练早期阶段，本次正式发布节奏快于市场预期。与此同时，谷歌\"太阳捕手计划\"首颗原型卫星搭乘SpaceX猎鹰9号成功升空，卫星搭载4颗自研Trillium TPU芯片，标志着人类首次将成规模AI推理芯片送入近地轨道进行在轨验证，谷歌计划明年进一步发射双星测试激光星间通信组网。双重利好叠加，推动股价夜盘走强。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"GOOG":1}},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":598528193950152,"gmtCreate":1787150824280,"gmtModify":1787150826075,"author":{"id":"3458873772795444","authorId":"3458873772795444","name":"谋远","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3458873772795444","idStr":"3458873772795444"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/598528193950152","repostId":"1109685418","repostType":4,"repost":{"id":"1109685418","kind":"news","pubTimestamp":1787093427,"share":"https://www.laohunote.com/m/news/1109685418?lang=zh_CN&edition=full","pubTime":"2026-08-19 06:50","market":"fut","language":"zh","title":"美官员：特朗普要求谈判团队暂停与伊朗接触","url":"https://stock-news.laohu8.com/highlight/detail?id=1109685418","media":"央视新闻客户端","summary":"当地时间18日获悉，一名美国官员表示，特朗普已要求政府高级特使暂停与伊朗方面的接触。此外，一名知情人士表示，白宫官员近期向政治盟友传达其对伊朗战略正在发生转变——从“尽快重击伊朗”转向长期“扼住伊朗的咽喉”。美国官员表示，特朗普已经要求其谈判团队暂时不要与伊朗方面接触。该团队成员包括美国副总统万斯以及特朗普的特使威特科夫和特朗普的女婿库什纳。美国官员称，这一指示是在美方此前与伊朗进行了一些“积极讨论”之后作出的。对此，伊朗方面暂无回应。","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77becd03cbe31ad98131ea0e783363cd\" tg-width=\"1024\" tg-height=\"683\"/></p><p style=\"text-align: justify;\">当地时间18日获悉，一名美国官员表示，特朗普已要求政府高级特使暂停与伊朗方面的接触。</p><p style=\"text-align: justify;\">此外，一名知情人士表示，白宫官员近期向政治盟友传达其对伊朗战略正在发生转变——从“尽快重击伊朗”转向长期“扼住伊朗的咽喉”。</p><p style=\"text-align: justify;\">美国官员表示，特朗普已经要求其谈判团队暂时不要与伊朗方面接触。该团队成员包括美国副总统万斯以及特朗普的特使威特科夫和特朗普的女婿库什纳。美国官员称，这一指示是在美方此前与伊朗进行了一些“积极讨论”之后作出的。</p><p style=\"text-align: justify;\">对此，伊朗方面暂无回应。</p></body></html>","source":"lsy1568181200495","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>美官员：特朗普要求谈判团队暂停与伊朗接触</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美官员：特朗普要求谈判团队暂停与伊朗接触\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-19 06:50 北京时间 <a href=https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=14412390766697766239&channelId=1119><strong>央视新闻客户端</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当地时间18日获悉，一名美国官员表示，特朗普已要求政府高级特使暂停与伊朗方面的接触。此外，一名知情人士表示，白宫官员近期向政治盟友传达其对伊朗战略正在发生转变——从“尽快重击伊朗”转向长期“扼住伊朗的咽喉”。美国官员表示，特朗普已经要求其谈判团队暂时不要与伊朗方面接触。该团队成员包括美国副总统万斯以及特朗普的特使威特科夫和特朗普的女婿库什纳。美国官员称，这一指示是在美方此前与伊朗进行了一些“积极...</p>\n\n<a href=\"https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=14412390766697766239&channelId=1119\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fac5dbb0e1e56bac670882c555f04d16","relate_stocks":{},"source_url":"https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=14412390766697766239&channelId=1119","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109685418","content_text":"当地时间18日获悉，一名美国官员表示，特朗普已要求政府高级特使暂停与伊朗方面的接触。此外，一名知情人士表示，白宫官员近期向政治盟友传达其对伊朗战略正在发生转变——从“尽快重击伊朗”转向长期“扼住伊朗的咽喉”。美国官员表示，特朗普已经要求其谈判团队暂时不要与伊朗方面接触。该团队成员包括美国副总统万斯以及特朗普的特使威特科夫和特朗普的女婿库什纳。美国官员称，这一指示是在美方此前与伊朗进行了一些“积极讨论”之后作出的。对此，伊朗方面暂无回应。","news_type":1,"symbols_score_info":{"BZmain":2,"CLmain":2}},"isVote":1,"tweetType":1,"viewCount":762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591452856406576,"gmtCreate":1785424138594,"gmtModify":1785424140628,"author":{"id":"3458873772795444","authorId":"3458873772795444","name":"谋远","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3458873772795444","idStr":"3458873772795444"},"themes":[],"title":"","htmlText":"Copilot是一个什么样的软件","listText":"Copilot是一个什么样的软件","text":"Copilot是一个什么样的软件","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591452856406576","repostId":"2655164805","repostType":4,"repost":{"id":"2655164805","kind":"news","pubTimestamp":1785421838,"share":"https://www.laohunote.com/m/news/2655164805?lang=zh_CN&edition=full","pubTime":"2026-07-30 22:30","market":"us","language":"zh","title":"微软财报后股价为何有望录得历史性涨幅","url":"https://stock-news.laohu8.com/highlight/detail?id=2655164805","media":"环球市场播报","summary":"鉴于公司云业务增长显著，微软预计在加大AI投入的同时不会陷入现金消耗模式。微软股价周四早盘上涨近15%。微软终于开始让华尔街相信，它在人工智能方面正在找到正确的平衡——而这正转化为历史性的股价涨幅。与此同时，管理层做出了一些保证，即本财年大力投入AI预计不会将公司推入负自由现金流区域。因此，微软股价有望迎来近18年来最佳单日表现。该公司报告称其AI助手Copilot已突破3000万付费席位。","content":"<html><head></head><body><p style=\"text-align: left;\">鉴于公司云业务增长显著，<a href=\"https://laohu8.com/S/MSFT\">微软</a>预计在加大AI投入的同时不会陷入现金消耗模式。</p><p style=\"text-align: left;\">微软股价周四早盘上涨近15%。</p><p style=\"text-align: left;\">微软终于开始让华尔街相信，它在人工智能方面正在找到正确的平衡——而这正转化为历史性的股价涨幅。</p><p style=\"text-align: left;\">该公司此前一直在抵御外界对其AI支出的批评，尤其是在云增长受到抑制的情况下。但随着微软最新财报显示云业务表现加速，投资者现在开始对微软的故事产生好感。与此同时，管理层做出了一些保证，即本财年大力投入AI预计不会将公司推入负自由现金流区域。</p><p style=\"text-align: left;\">因此，微软股价有望迎来近18年来最佳单日表现。周四开盘后不久，股价上涨14.6%，有望创下自2008年10月13日（上涨18.6%）以来的最佳单日表现。根据道琼斯市场数据，该股还有望创下其历史上最佳财报后表现。</p><p style=\"text-align: left;\">D.A． Davidson分析师Gil Luria在周四的报告中写道，微软“非常强劲”的财报“不仅应改变对微软的叙事，还应传递出AI建设掌握在负责任者手中的信号。”</p><p style=\"text-align: left;\">他称这家软件巨头为“房间里的大人（理性务实者）”。</p><p style=\"text-align: left;\">与此同时，<a href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI分析师Kirk Materne在周四的报告中写道，公司Azure加速增长的“超预期幅度”“甚至超出了最乐观的预期”。他特别提到公司第四财季Azure增长率达43%，以及公司目标是在9月当季实现按固定汇率计算45%的增长。</p><p style=\"text-align: left;\">FactSet追踪的分析师此前预计9月当季增长约42%。</p><p style=\"text-align: left;\">他还提到了Microsoft 365 Copilot的增长势头。该公司报告称其AI助手Copilot已突破3000万付费席位。</p><p style=\"text-align: left;\">他写道：“对微软股东来说，圣诞节提前到了。”</p><p style=\"text-align: left;\">TD Cowen分析师Derrick Wood在周四的报告中写道，Azure超预期增长与资本支出前景克制相结合，“对这只股票来说是最好的情景结果。”</p><p style=\"text-align: left;\">这种平衡造就了一份“恰到好处”的财报，Wood认为这应能“支撑股价持续反弹”。</p></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>微软财报后股价为何有望录得历史性涨幅</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{ 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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微软财报后股价为何有望录得历史性涨幅\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-30 22:30 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2026-07-30/doc-inikqywc5036004.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>鉴于公司云业务增长显著，微软预计在加大AI投入的同时不会陷入现金消耗模式。微软股价周四早盘上涨近15%。微软终于开始让华尔街相信，它在人工智能方面正在找到正确的平衡——而这正转化为历史性的股价涨幅。该公司此前一直在抵御外界对其AI支出的批评，尤其是在云增长受到抑制的情况下。但随着微软最新财报显示云业务表现加速，投资者现在开始对微软的故事产生好感。与此同时，管理层做出了一些保证，即本财年大力投入AI...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-07-30/doc-inikqywc5036004.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/10b3f2b5061a9d6061e93040a971a291","relate_stocks":{"BK4504":"桥水持仓","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU2420271590.USD":"ALLIANZ SELECT 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ACC"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-07-30/doc-inikqywc5036004.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2655164805","content_text":"鉴于公司云业务增长显著，微软预计在加大AI投入的同时不会陷入现金消耗模式。微软股价周四早盘上涨近15%。微软终于开始让华尔街相信，它在人工智能方面正在找到正确的平衡——而这正转化为历史性的股价涨幅。该公司此前一直在抵御外界对其AI支出的批评，尤其是在云增长受到抑制的情况下。但随着微软最新财报显示云业务表现加速，投资者现在开始对微软的故事产生好感。与此同时，管理层做出了一些保证，即本财年大力投入AI预计不会将公司推入负自由现金流区域。因此，微软股价有望迎来近18年来最佳单日表现。周四开盘后不久，股价上涨14.6%，有望创下自2008年10月13日（上涨18.6%）以来的最佳单日表现。根据道琼斯市场数据，该股还有望创下其历史上最佳财报后表现。D.A． Davidson分析师Gil Luria在周四的报告中写道，微软“非常强劲”的财报“不仅应改变对微软的叙事，还应传递出AI建设掌握在负责任者手中的信号。”他称这家软件巨头为“房间里的大人（理性务实者）”。与此同时，Evercore ISI分析师Kirk Materne在周四的报告中写道，公司Azure加速增长的“超预期幅度”“甚至超出了最乐观的预期”。他特别提到公司第四财季Azure增长率达43%，以及公司目标是在9月当季实现按固定汇率计算45%的增长。FactSet追踪的分析师此前预计9月当季增长约42%。他还提到了Microsoft 365 Copilot的增长势头。该公司报告称其AI助手Copilot已突破3000万付费席位。他写道：“对微软股东来说，圣诞节提前到了。”TD Cowen分析师Derrick Wood在周四的报告中写道，Azure超预期增长与资本支出前景克制相结合，“对这只股票来说是最好的情景结果。”这种平衡造就了一份“恰到好处”的财报，Wood认为这应能“支撑股价持续反弹”。","news_type":1,"symbols_score_info":{"SPTE":0.6,"MSFW":0.6,"CNEQ":0.6,"MSFL":0.6,"NULC":0.6,"MSFT":1.98,"GAMR":0.6,"SNPE":0.6,"XLK":0.6,"CMAG":0.6,"MSFO":0.6,"IXN":0.6,"FTEC":0.6,"MSFY":0.6,"MSFD":0.6,"TTXU":0.6,"VGT":0.6,"TYLG":0.6,"EFIV":0.6,"MSFU":0.6,"ROM":0.6,"MSFX":0.6,"OGIG":0.6,"IGV":0.6,"TDIV":0.6}},"isVote":1,"tweetType":1,"viewCount":855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":589325240427640,"gmtCreate":1784909673243,"gmtModify":1784909675426,"author":{"id":"3458873772795444","authorId":"3458873772795444","name":"谋远","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3458873772795444","idStr":"3458873772795444"},"themes":[],"title":"","htmlText":"OpenAI和Anthropic年营收预计是多少","listText":"OpenAI和Anthropic年营收预计是多少","text":"OpenAI和Anthropic年营收预计是多少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/589325240427640","repostId":"1174606316","repostType":4,"repost":{"id":"1174606316","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":1784900130,"share":"https://www.laohunote.com/m/news/1174606316?lang=zh_CN&edition=full","pubTime":"2026-07-24 21:35","market":"us","language":"zh","title":"美股下周迎两大考验：美联储议息会议与科技巨头财报密集发布","url":"https://stock-news.laohu8.com/highlight/detail?id=1174606316","media":"老虎资讯综合","summary":"美股下周将迎来多重考验，美联储议息会议与科技巨头财报潮成为市场焦点。油价上涨推动通胀担忧升温，投资者关注美联储是否释放更鹰派的加息信号；同时，苹果、微软、亚马逊、Meta等公司将公布业绩，AI资本开支及投资回报成为核心议题。尽管AI推动今年美股上涨并带动半导体、数据中心产业链表现强劲，但Alphabet财报后市场开始担忧巨额AI投入对利润率和现金流的影响。与此同时，美债收益率走高及多项经济数据公布，也将进一步影响市场对利率和经济前景的判断。","content":"<html><head></head><body><p style=\"text-align: left;\">美国股市近期走势震荡，未来一周市场将重点关注两大因素：美联储议息会议对未来利率路径的指引，以及由科技公司和人工智能领域龙头企业主导的密集财报发布。</p><p style=\"text-align: left;\">主要股指本周预计将录得周线下跌，原因是周四市场受到<strong>谷歌母公司Alphabet和特斯拉财报公布后的大幅下跌拖累</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d28c18f608f6b298a42d3100c9e04444\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">谷歌母公司Alphabet因进一步扩大原本已经庞大的AI投资计划而引发市场担忧，其股价大跌带来的影响，给下周即将公布财报的其他AI“超级规模企业”（AI hyperscalers）——微软（Microsoft）、亚马逊（Amazon）和Meta Platforms——蒙上了一层阴影。</p><p style=\"text-align: left;\">今年以来，AI相关股票一直是推动股市上涨的核心力量，助力本轮牛市接近第四个年头。尽管本周市场出现波动，但基准指数标普500指数在2026年仍累计上涨约8%。</p><p style=\"text-align: left;\">Man Group首席市场策略师Kristina Hooper表示，当前市场“显得非常火热”，投资者情绪高度敏感。</p><p style=\"text-align: left;\">她表示：“投资者在某种程度上如履薄冰，任何不完美的信号都更容易引发市场负面反应。”</p><h3 style=\"text-align: left;\"><strong>美联储是否会维持利率不变？</strong></h3><p style=\"text-align: left;\">与此同时，美联储议息会议将在中东紧张局势升级推动油价大涨的背景下举行。周四，布伦特原油价格一度升破每桶100美元。</p><p style=\"text-align: left;\">油价上涨加剧了市场对通胀重新升温的担忧，并引发投资者担心，美联储可能需要采取更强硬的加息措施，以控制持续高于其2%年度目标的通胀水平。</p><p style=\"text-align: left;\">市场此前预计，美联储将在下周三公布货币政策声明时维持利率不变。根据LSEG数据，截至周四下午，联邦基金期货显示，市场认为美联储加息25个基点的概率约为36%。</p><p style=\"text-align: left;\">不过，华尔街仍对美联储是否可能“意外行动”存在不确定性。由于新任主席凯文·沃什（Kevin Warsh）正在调整美联储政策沟通方式，市场担忧其可能释放超预期鹰派信号。</p><p style=\"text-align: left;\">法国巴黎银行（BNP Paribas）经济学家本周在报告中表示：</p><p style=\"text-align: left;\">“美联储意外加息的可能性并不能完全排除。”</p><p style=\"text-align: left;\">此次会议将是沃什（Warsh）担任美联储主席后的第二次议息会议。他一直避免提供明确的前瞻性政策指引，并承诺将通胀率降回美联储目标水平。</p><p style=\"text-align: left;\">Murphy & Sylvest Wealth Management高级财富顾问兼市场策略师Paul Nolte表示：</p><p style=\"text-align: left;\">“他并没有真正透露美联储的政策底牌。”</p><h3 style=\"text-align: left;\"><strong>投资者寻找美联储加息路径线索</strong></h3><p style=\"text-align: left;\">即使美联储在下周三会议上维持利率不变，投资者仍将关注政策声明以及沃什随后举行的新闻发布会，以寻找未来利率走势的线索。</p><p style=\"text-align: left;\">联邦基金期货市场目前预计，截至2027年1月的议息会议前，美联储可能累计加息两次，每次25个基点。</p><p style=\"text-align: left;\">富国银行投资研究院高级全球市场策略师Scott Wren表示：</p><p style=\"text-align: left;\">“如果市场感觉到越来越多的美联储官员正在倾向于今年剩余时间内多次加息的情景，我认为这将对市场造成压力。”</p><p style=\"text-align: left;\">更高的利率会提高消费者和企业的借贷成本，放缓经济增长，并通常对股市形成压力。同时，加息也可能推动美国国债收益率走高，而近期美债收益率已经持续上涨，使债券投资对股票形成更强竞争。</p><p style=\"text-align: left;\">基准10年期美国国债收益率周四突破4.7%，升至2025年初以来最高水平。需要注意的是，债券收益率与债券价格走势相反。</p><p style=\"text-align: left;\">此外，投资者下周还将迎来一系列美国经济数据，包括：第二季度国内生产总值（GDP）、月度通胀数据、消费者信心指数，这些数据将帮助市场进一步判断美国经济表现及美联储未来政策方向。</p><h3 style=\"text-align: left;\"><strong>财报超级周来袭，AI巨头资本开支成焦点</strong></h3><p style=\"text-align: left;\">下周将迎来本季度财报季最繁忙的一周，预计约有三分之一的标普500指数成分公司公布业绩，其中包括苹果（Apple）、Visa、雪佛龙（Chevron）和可口可乐（Coca-Cola）等大型企业。</p><p style=\"text-align: left;\">截至周三，已有超过80家公司公布财报。根据LSEG IBES数据，标普500指数成分股第二季度盈利预计同比增长26.5%。这一强劲盈利增长此前已被华尔街预期，并部分反映在股价中。</p><p style=\"text-align: left;\">今年以来，AI投资一直是推动股市上涨的重要因素，带动半导体企业以及数据中心、AI基础设施相关公司股价走强。</p><p style=\"text-align: left;\">不过，投资者对于大型科技公司能否通过AI投资获得足够回报的担忧正在升温。Alphabet财报后市场反应正体现了这一问题，下周微软、亚马逊和Meta公布业绩时，AI资本开支将成为投资者关注重点。</p><p style=\"text-align: left;\">Man Group首席市场策略师Kristina Hooper表示，即使这些公司轻松达到盈利预期，并给出强劲季度指引，市场仍可能因投资者对AI投入的看法变化而惩罚股价。</p><p style=\"text-align: left;\">她表示：</p><p style=\"text-align: left;\">“过去投资者看到的是机会，而现在他们更可能看到的是风险。”</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>美股下周迎两大考验：美联储议息会议与科技巨头财报密集发布</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-07-24 21:35</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;\">美国股市近期走势震荡，未来一周市场将重点关注两大因素：美联储议息会议对未来利率路径的指引，以及由科技公司和人工智能领域龙头企业主导的密集财报发布。</p><p style=\"text-align: left;\">主要股指本周预计将录得周线下跌，原因是周四市场受到<strong>谷歌母公司Alphabet和特斯拉财报公布后的大幅下跌拖累</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d28c18f608f6b298a42d3100c9e04444\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">谷歌母公司Alphabet因进一步扩大原本已经庞大的AI投资计划而引发市场担忧，其股价大跌带来的影响，给下周即将公布财报的其他AI“超级规模企业”（AI hyperscalers）——微软（Microsoft）、亚马逊（Amazon）和Meta Platforms——蒙上了一层阴影。</p><p style=\"text-align: left;\">今年以来，AI相关股票一直是推动股市上涨的核心力量，助力本轮牛市接近第四个年头。尽管本周市场出现波动，但基准指数标普500指数在2026年仍累计上涨约8%。</p><p style=\"text-align: left;\">Man Group首席市场策略师Kristina Hooper表示，当前市场“显得非常火热”，投资者情绪高度敏感。</p><p style=\"text-align: left;\">她表示：“投资者在某种程度上如履薄冰，任何不完美的信号都更容易引发市场负面反应。”</p><h3 style=\"text-align: left;\"><strong>美联储是否会维持利率不变？</strong></h3><p style=\"text-align: left;\">与此同时，美联储议息会议将在中东紧张局势升级推动油价大涨的背景下举行。周四，布伦特原油价格一度升破每桶100美元。</p><p style=\"text-align: left;\">油价上涨加剧了市场对通胀重新升温的担忧，并引发投资者担心，美联储可能需要采取更强硬的加息措施，以控制持续高于其2%年度目标的通胀水平。</p><p style=\"text-align: left;\">市场此前预计，美联储将在下周三公布货币政策声明时维持利率不变。根据LSEG数据，截至周四下午，联邦基金期货显示，市场认为美联储加息25个基点的概率约为36%。</p><p style=\"text-align: left;\">不过，华尔街仍对美联储是否可能“意外行动”存在不确定性。由于新任主席凯文·沃什（Kevin Warsh）正在调整美联储政策沟通方式，市场担忧其可能释放超预期鹰派信号。</p><p style=\"text-align: left;\">法国巴黎银行（BNP Paribas）经济学家本周在报告中表示：</p><p style=\"text-align: left;\">“美联储意外加息的可能性并不能完全排除。”</p><p style=\"text-align: left;\">此次会议将是沃什（Warsh）担任美联储主席后的第二次议息会议。他一直避免提供明确的前瞻性政策指引，并承诺将通胀率降回美联储目标水平。</p><p style=\"text-align: left;\">Murphy & Sylvest Wealth Management高级财富顾问兼市场策略师Paul Nolte表示：</p><p style=\"text-align: left;\">“他并没有真正透露美联储的政策底牌。”</p><h3 style=\"text-align: left;\"><strong>投资者寻找美联储加息路径线索</strong></h3><p style=\"text-align: left;\">即使美联储在下周三会议上维持利率不变，投资者仍将关注政策声明以及沃什随后举行的新闻发布会，以寻找未来利率走势的线索。</p><p style=\"text-align: left;\">联邦基金期货市场目前预计，截至2027年1月的议息会议前，美联储可能累计加息两次，每次25个基点。</p><p style=\"text-align: left;\">富国银行投资研究院高级全球市场策略师Scott Wren表示：</p><p style=\"text-align: left;\">“如果市场感觉到越来越多的美联储官员正在倾向于今年剩余时间内多次加息的情景，我认为这将对市场造成压力。”</p><p style=\"text-align: left;\">更高的利率会提高消费者和企业的借贷成本，放缓经济增长，并通常对股市形成压力。同时，加息也可能推动美国国债收益率走高，而近期美债收益率已经持续上涨，使债券投资对股票形成更强竞争。</p><p style=\"text-align: left;\">基准10年期美国国债收益率周四突破4.7%，升至2025年初以来最高水平。需要注意的是，债券收益率与债券价格走势相反。</p><p style=\"text-align: left;\">此外，投资者下周还将迎来一系列美国经济数据，包括：第二季度国内生产总值（GDP）、月度通胀数据、消费者信心指数，这些数据将帮助市场进一步判断美国经济表现及美联储未来政策方向。</p><h3 style=\"text-align: left;\"><strong>财报超级周来袭，AI巨头资本开支成焦点</strong></h3><p style=\"text-align: left;\">下周将迎来本季度财报季最繁忙的一周，预计约有三分之一的标普500指数成分公司公布业绩，其中包括苹果（Apple）、Visa、雪佛龙（Chevron）和可口可乐（Coca-Cola）等大型企业。</p><p style=\"text-align: left;\">截至周三，已有超过80家公司公布财报。根据LSEG IBES数据，标普500指数成分股第二季度盈利预计同比增长26.5%。这一强劲盈利增长此前已被华尔街预期，并部分反映在股价中。</p><p style=\"text-align: left;\">今年以来，AI投资一直是推动股市上涨的重要因素，带动半导体企业以及数据中心、AI基础设施相关公司股价走强。</p><p style=\"text-align: left;\">不过，投资者对于大型科技公司能否通过AI投资获得足够回报的担忧正在升温。Alphabet财报后市场反应正体现了这一问题，下周微软、亚马逊和Meta公布业绩时，AI资本开支将成为投资者关注重点。</p><p style=\"text-align: left;\">Man Group首席市场策略师Kristina Hooper表示，即使这些公司轻松达到盈利预期，并给出强劲季度指引，市场仍可能因投资者对AI投入的看法变化而惩罚股价。</p><p style=\"text-align: left;\">她表示：</p><p style=\"text-align: left;\">“过去投资者看到的是机会，而现在他们更可能看到的是风险。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5c7529fdbb41cb6b3c19bcb2904f4970","relate_stocks":{"IVV":"标普500ETF-iShares","MSFX":"2倍做多MSFT ETF-T-Rex","SPYH":"Neos S&P 500 Hedged Equity Income 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ETF-ProShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174606316","content_text":"美国股市近期走势震荡，未来一周市场将重点关注两大因素：美联储议息会议对未来利率路径的指引，以及由科技公司和人工智能领域龙头企业主导的密集财报发布。主要股指本周预计将录得周线下跌，原因是周四市场受到谷歌母公司Alphabet和特斯拉财报公布后的大幅下跌拖累。谷歌母公司Alphabet因进一步扩大原本已经庞大的AI投资计划而引发市场担忧，其股价大跌带来的影响，给下周即将公布财报的其他AI“超级规模企业”（AI hyperscalers）——微软（Microsoft）、亚马逊（Amazon）和Meta Platforms——蒙上了一层阴影。今年以来，AI相关股票一直是推动股市上涨的核心力量，助力本轮牛市接近第四个年头。尽管本周市场出现波动，但基准指数标普500指数在2026年仍累计上涨约8%。Man Group首席市场策略师Kristina Hooper表示，当前市场“显得非常火热”，投资者情绪高度敏感。她表示：“投资者在某种程度上如履薄冰，任何不完美的信号都更容易引发市场负面反应。”美联储是否会维持利率不变？与此同时，美联储议息会议将在中东紧张局势升级推动油价大涨的背景下举行。周四，布伦特原油价格一度升破每桶100美元。油价上涨加剧了市场对通胀重新升温的担忧，并引发投资者担心，美联储可能需要采取更强硬的加息措施，以控制持续高于其2%年度目标的通胀水平。市场此前预计，美联储将在下周三公布货币政策声明时维持利率不变。根据LSEG数据，截至周四下午，联邦基金期货显示，市场认为美联储加息25个基点的概率约为36%。不过，华尔街仍对美联储是否可能“意外行动”存在不确定性。由于新任主席凯文·沃什（Kevin Warsh）正在调整美联储政策沟通方式，市场担忧其可能释放超预期鹰派信号。法国巴黎银行（BNP Paribas）经济学家本周在报告中表示：“美联储意外加息的可能性并不能完全排除。”此次会议将是沃什（Warsh）担任美联储主席后的第二次议息会议。他一直避免提供明确的前瞻性政策指引，并承诺将通胀率降回美联储目标水平。Murphy & Sylvest Wealth Management高级财富顾问兼市场策略师Paul Nolte表示：“他并没有真正透露美联储的政策底牌。”投资者寻找美联储加息路径线索即使美联储在下周三会议上维持利率不变，投资者仍将关注政策声明以及沃什随后举行的新闻发布会，以寻找未来利率走势的线索。联邦基金期货市场目前预计，截至2027年1月的议息会议前，美联储可能累计加息两次，每次25个基点。富国银行投资研究院高级全球市场策略师Scott Wren表示：“如果市场感觉到越来越多的美联储官员正在倾向于今年剩余时间内多次加息的情景，我认为这将对市场造成压力。”更高的利率会提高消费者和企业的借贷成本，放缓经济增长，并通常对股市形成压力。同时，加息也可能推动美国国债收益率走高，而近期美债收益率已经持续上涨，使债券投资对股票形成更强竞争。基准10年期美国国债收益率周四突破4.7%，升至2025年初以来最高水平。需要注意的是，债券收益率与债券价格走势相反。此外，投资者下周还将迎来一系列美国经济数据，包括：第二季度国内生产总值（GDP）、月度通胀数据、消费者信心指数，这些数据将帮助市场进一步判断美国经济表现及美联储未来政策方向。财报超级周来袭，AI巨头资本开支成焦点下周将迎来本季度财报季最繁忙的一周，预计约有三分之一的标普500指数成分公司公布业绩，其中包括苹果（Apple）、Visa、雪佛龙（Chevron）和可口可乐（Coca-Cola）等大型企业。截至周三，已有超过80家公司公布财报。根据LSEG IBES数据，标普500指数成分股第二季度盈利预计同比增长26.5%。这一强劲盈利增长此前已被华尔街预期，并部分反映在股价中。今年以来，AI投资一直是推动股市上涨的重要因素，带动半导体企业以及数据中心、AI基础设施相关公司股价走强。不过，投资者对于大型科技公司能否通过AI投资获得足够回报的担忧正在升温。Alphabet财报后市场反应正体现了这一问题，下周微软、亚马逊和Meta公布业绩时，AI资本开支将成为投资者关注重点。Man Group首席市场策略师Kristina Hooper表示，即使这些公司轻松达到盈利预期，并给出强劲季度指引，市场仍可能因投资者对AI投入的看法变化而惩罚股价。她表示：“过去投资者看到的是机会，而现在他们更可能看到的是风险。”","news_type":1,"symbols_score_info":{"SPYU":0.6,"DOG":0.6,"YSPY":0.6,"SDOW":0.6,"VOO":0.6,"FBL":0.6,"DDM":0.6,"UDOW":0.6,"V":2,"MMAX":0.6,"IVV":0.6,"SPXS":0.6,"AAPX":0.6,"SH":0.6,"AAPU":0.6,"AAPY":0.6,"SPY":0.6,"METU":0.6,"MSFW":0.6,"HIBL":0.6,"MSFT":2,"AAPB":0.6,"MSFX":0.6,"SPYQ":0.6,"DIA":0.6,".SPX":2,".IXIC":2,"METD":0.6,"METW":0.6,".DJI":2,"FBY":0.6,"SDS":0.6,"SMAX":0.6,"SPXL":0.6,"MSFL":0.6,"AAPL":2,"SPYH":0.6,"MSFY":0.6,"SSO":0.6,"MSFU":0.6,"MSFD":0.6,"DXD":0.6,"FBYY":0.6,"META":2,"UPRO":0.6,"SPXU":0.6,"SPYM":0.6,"AAPW":0.6,"DMAX":0.6,"SPUU":0.6,"APLY":0.6,"AAPD":0.6,"SPDN":0.6,"MSFO":0.6}},"isVote":1,"tweetType":1,"viewCount":1200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578798472508664,"gmtCreate":1782317360072,"gmtModify":1782319827077,"author":{"id":"3458873772795444","authorId":"3458873772795444","name":"谋远","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3458873772795444","idStr":"3458873772795444"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578798472508664","repostId":"2645899105","repostType":2,"repost":{"id":"2645899105","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1782293568,"share":"https://www.laohunote.com/m/news/2645899105?lang=zh_CN&edition=full","pubTime":"2026-06-24 17:32","market":"sg","language":"zh","title":"Cerebras(CBRS)绩后大跌13.99% Q1股东权益总额亏损1.95亿美元&料Q2核心毛利率大幅下滑","url":"https://stock-news.laohu8.com/highlight/detail?id=2645899105","media":"金吾财讯","summary":"金吾财讯 | AI基础设施巨头Cerebras Systems 盘前大跌13.99%，最新报195.00美元，盘前成交额18.54亿美元。然而，公司整体仍处于扩张亏损期，GAAP净亏损为1,400万美元，非GAAP核心净亏损为250万美元，每股净亏损0.22美元，股东权益总额亏损达1.95亿美元。非GAAP核心营收达1.913亿美元，同比增长92%。业务拓展方面，Cerebras宣布与人工智能领头羊OpenAI达成了一项总额超过200亿美元的多年期巨额合作协议。","content":"<html><body><p>金吾财讯 | AI基础设施巨头<a href=\"https://laohu8.com/S/CBRS\">Cerebras Systems</a>(CBRS)盘前大跌13.99%，最新报195.00美元，盘前成交额18.54亿美元。消息面上，该公司新近披露了2026财年第一季度(截至3月31日)财务业绩。尽管该公司宣称斩获来自OpenAI的超级大单，但因未来的利润率指引未达预期，市场情绪迅速转向。具体而言，盈利方面，公司一季度核心毛利率表现优异，达到47%。然而，公司整体仍处于扩张亏损期，GAAP净亏损为1,400万美元，非GAAP核心净亏损为250万美元，每股净亏损(基本及摊薄后)0.22美元，股东权益总额亏损达1.95亿美元。营收方面，GAAP总营收达到1.934亿美元，环比增长13%，同比增长达94%。非GAAP核心营收达1.913亿美元，同比增长92%。其中，云与服务业务同比暴增167%至7,980万美元。业务拓展方面，Cerebras宣布与人工智能领头羊OpenAI达成了一项总额超过200亿美元的多年期巨额合作协议。根据协议，OpenAI将在未来几年内部署高达750兆瓦(MW)的Cerebras超高速推理计算资源。同时，Cerebras还宣布与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>云服务(AWS)建立多年战略合作伙伴关系。双方将联合推出一种“分布式推理策略”，由AWS的Trainium 3芯片负责执行预填充(Prefill)，而Cerebras的CS-3芯片则负责极速解码(Decode)，从而在全球范围内为初创企业和企业级客户提供超低延迟的AI推理服务。而得益于二季度完成的64亿美元IPO、10亿美元H轮融资、来自OpenAI的10亿美元营运资金贷款以及4月签署的8.5亿美元循环贷款，公司目前手握超33亿美元现金储备。然而，虽然营收增速翻倍且手握硅谷顶级大单，但Cerebras随财报一同公布的第二季度及全年利润率指引，却引发了华尔街对AI硬件赛道高增长能否带来高回报的担忧。公司预计第二季度核心毛利率将从一季度的47%大幅下滑至36%–38%，2026全年的核心毛利率指引仅为38%–41%。分析人士指出，尽管Cerebras将2026全年核心营收指引上调至8.55亿至8.65亿美元(中位数同比增长69%)，但毛利率的短期承压意味着随着数据中心资产收购与商业化规模的扩大，硬件折旧与运营成本正在蚕食早期红利。这种“赚了营收输了利润”的预期，成为导致其股价在发布财报后遭遇重挫的主因。</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>Cerebras(CBRS)绩后大跌13.99% Q1股东权益总额亏损1.95亿美元&料Q2核心毛利率大幅下滑</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\">\nCerebras(CBRS)绩后大跌13.99% Q1股东权益总额亏损1.95亿美元&料Q2核心毛利率大幅下滑\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-06-24 17:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | AI基础设施巨头<a href=\"https://laohu8.com/S/CBRS\">Cerebras Systems</a>(CBRS)盘前大跌13.99%，最新报195.00美元，盘前成交额18.54亿美元。消息面上，该公司新近披露了2026财年第一季度(截至3月31日)财务业绩。尽管该公司宣称斩获来自OpenAI的超级大单，但因未来的利润率指引未达预期，市场情绪迅速转向。具体而言，盈利方面，公司一季度核心毛利率表现优异，达到47%。然而，公司整体仍处于扩张亏损期，GAAP净亏损为1,400万美元，非GAAP核心净亏损为250万美元，每股净亏损(基本及摊薄后)0.22美元，股东权益总额亏损达1.95亿美元。营收方面，GAAP总营收达到1.934亿美元，环比增长13%，同比增长达94%。非GAAP核心营收达1.913亿美元，同比增长92%。其中，云与服务业务同比暴增167%至7,980万美元。业务拓展方面，Cerebras宣布与人工智能领头羊OpenAI达成了一项总额超过200亿美元的多年期巨额合作协议。根据协议，OpenAI将在未来几年内部署高达750兆瓦(MW)的Cerebras超高速推理计算资源。同时，Cerebras还宣布与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>云服务(AWS)建立多年战略合作伙伴关系。双方将联合推出一种“分布式推理策略”，由AWS的Trainium 3芯片负责执行预填充(Prefill)，而Cerebras的CS-3芯片则负责极速解码(Decode)，从而在全球范围内为初创企业和企业级客户提供超低延迟的AI推理服务。而得益于二季度完成的64亿美元IPO、10亿美元H轮融资、来自OpenAI的10亿美元营运资金贷款以及4月签署的8.5亿美元循环贷款，公司目前手握超33亿美元现金储备。然而，虽然营收增速翻倍且手握硅谷顶级大单，但Cerebras随财报一同公布的第二季度及全年利润率指引，却引发了华尔街对AI硬件赛道高增长能否带来高回报的担忧。公司预计第二季度核心毛利率将从一季度的47%大幅下滑至36%–38%，2026全年的核心毛利率指引仅为38%–41%。分析人士指出，尽管Cerebras将2026全年核心营收指引上调至8.55亿至8.65亿美元(中位数同比增长69%)，但毛利率的短期承压意味着随着数据中心资产收购与商业化规模的扩大，硬件折旧与运营成本正在蚕食早期红利。这种“赚了营收输了利润”的预期，成为导致其股价在发布财报后遭遇重挫的主因。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/NTE3MzYyMzA2NDI2MjU=.png","relate_stocks":{"CBRS":"Cerebras Systems","BK4141":"半导体产品"},"source_url":"301836","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2645899105","content_text":"金吾财讯 | AI基础设施巨头Cerebras Systems(CBRS)盘前大跌13.99%，最新报195.00美元，盘前成交额18.54亿美元。消息面上，该公司新近披露了2026财年第一季度(截至3月31日)财务业绩。尽管该公司宣称斩获来自OpenAI的超级大单，但因未来的利润率指引未达预期，市场情绪迅速转向。具体而言，盈利方面，公司一季度核心毛利率表现优异，达到47%。然而，公司整体仍处于扩张亏损期，GAAP净亏损为1,400万美元，非GAAP核心净亏损为250万美元，每股净亏损(基本及摊薄后)0.22美元，股东权益总额亏损达1.95亿美元。营收方面，GAAP总营收达到1.934亿美元，环比增长13%，同比增长达94%。非GAAP核心营收达1.913亿美元，同比增长92%。其中，云与服务业务同比暴增167%至7,980万美元。业务拓展方面，Cerebras宣布与人工智能领头羊OpenAI达成了一项总额超过200亿美元的多年期巨额合作协议。根据协议，OpenAI将在未来几年内部署高达750兆瓦(MW)的Cerebras超高速推理计算资源。同时，Cerebras还宣布与亚马逊云服务(AWS)建立多年战略合作伙伴关系。双方将联合推出一种“分布式推理策略”，由AWS的Trainium 3芯片负责执行预填充(Prefill)，而Cerebras的CS-3芯片则负责极速解码(Decode)，从而在全球范围内为初创企业和企业级客户提供超低延迟的AI推理服务。而得益于二季度完成的64亿美元IPO、10亿美元H轮融资、来自OpenAI的10亿美元营运资金贷款以及4月签署的8.5亿美元循环贷款，公司目前手握超33亿美元现金储备。然而，虽然营收增速翻倍且手握硅谷顶级大单，但Cerebras随财报一同公布的第二季度及全年利润率指引，却引发了华尔街对AI硬件赛道高增长能否带来高回报的担忧。公司预计第二季度核心毛利率将从一季度的47%大幅下滑至36%–38%，2026全年的核心毛利率指引仅为38%–41%。分析人士指出，尽管Cerebras将2026全年核心营收指引上调至8.55亿至8.65亿美元(中位数同比增长69%)，但毛利率的短期承压意味着随着数据中心资产收购与商业化规模的扩大，硬件折旧与运营成本正在蚕食早期红利。这种“赚了营收输了利润”的预期，成为导致其股价在发布财报后遭遇重挫的主因。","news_type":1,"symbols_score_info":{"CBRS":1.5}},"isVote":1,"tweetType":1,"viewCount":1575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578035938019800,"gmtCreate":1782145608485,"gmtModify":1782148718625,"author":{"id":"3458873772795444","authorId":"3458873772795444","name":"谋远","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3458873772795444","idStr":"3458873772795444"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578035938019800","repostId":"1181622537","repostType":4,"repost":{"id":"1181622537","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":1782126706,"share":"https://www.laohunote.com/m/news/1181622537?lang=zh_CN&edition=full","pubTime":"2026-06-22 19:11","market":"us","language":"zh","title":"美副总统万斯：与伊朗谈判非常顺利，已设立黎巴嫩冲突降级机制","url":"https://stock-news.laohu8.com/highlight/detail?id=1181622537","media":"老虎资讯综合","summary":"6月22日，美国副总统万斯：与伊朗的谈判非常顺利，取得了很多积极进展；我们建立了一个保持霍尔木兹海峡开放的机制。","content":"<html><head></head><body><p>6月22日，美国副总统万斯在瑞士发表讲话。他表示，与伊朗的谈判非常顺利，取得了很多积极进展。技术性讨论将继续，我即将返回美国。技术团队仍有很多工作要做，技术谈判将在未来几周和几天内继续进行。万斯指出，伊朗方面已同意邀请国际原子能机构检查员回访，核查员可能在本周、最早今天开始工作，他今天也可能会与核观察人员进行讨论。他强调，当伊朗说出不实之词时，总统特朗普会作出回应。关于地区局势，万斯称已为黎巴嫩设立了一个冲突降级机制，希望真主党停止向以色列开火，该机制旨在遏制黎巴嫩冲突，同时希望确保有适当的协调，并尊重黎巴嫩的主权。此外，万斯表示已建立一个保持霍尔木兹海峡开放的机制，目前霍尔木兹海峡已开放。他说，希望实现地区停火，并确保以色列的安全得到保障，同时认为已为成功达成最终协议奠定了非常好的基础。</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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19:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月22日，美国副总统万斯在瑞士发表讲话。他表示，与伊朗的谈判非常顺利，取得了很多积极进展。技术性讨论将继续，我即将返回美国。技术团队仍有很多工作要做，技术谈判将在未来几周和几天内继续进行。万斯指出，伊朗方面已同意邀请国际原子能机构检查员回访，核查员可能在本周、最早今天开始工作，他今天也可能会与核观察人员进行讨论。他强调，当伊朗说出不实之词时，总统特朗普会作出回应。关于地区局势，万斯称已为黎巴嫩设立了一个冲突降级机制，希望真主党停止向以色列开火，该机制旨在遏制黎巴嫩冲突，同时希望确保有适当的协调，并尊重黎巴嫩的主权。此外，万斯表示已建立一个保持霍尔木兹海峡开放的机制，目前霍尔木兹海峡已开放。他说，希望实现地区停火，并确保以色列的安全得到保障，同时认为已为成功达成最终协议奠定了非常好的基础。</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181622537","content_text":"6月22日，美国副总统万斯在瑞士发表讲话。他表示，与伊朗的谈判非常顺利，取得了很多积极进展。技术性讨论将继续，我即将返回美国。技术团队仍有很多工作要做，技术谈判将在未来几周和几天内继续进行。万斯指出，伊朗方面已同意邀请国际原子能机构检查员回访，核查员可能在本周、最早今天开始工作，他今天也可能会与核观察人员进行讨论。他强调，当伊朗说出不实之词时，总统特朗普会作出回应。关于地区局势，万斯称已为黎巴嫩设立了一个冲突降级机制，希望真主党停止向以色列开火，该机制旨在遏制黎巴嫩冲突，同时希望确保有适当的协调，并尊重黎巴嫩的主权。此外，万斯表示已建立一个保持霍尔木兹海峡开放的机制，目前霍尔木兹海峡已开放。他说，希望实现地区停火，并确保以色列的安全得到保障，同时认为已为成功达成最终协议奠定了非常好的基础。","news_type":1,"symbols_score_info":{"MNQ2612":2,"ESmain":2,"NQmain":2,"YMmain":2,"MNQmain":2,"MNQ2603":2}},"isVote":1,"tweetType":1,"viewCount":1690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558165898835672,"gmtCreate":1777302734984,"gmtModify":1777302737491,"author":{"id":"3458873772795444","authorId":"3458873772795444","name":"谋远","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3458873772795444","idStr":"3458873772795444"},"themes":[],"title":"","htmlText":"吹牛不收税","listText":"吹牛不收税","text":"吹牛不收税","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558165898835672","repostId":"2630357580","repostType":2,"repost":{"id":"2630357580","kind":"live","pubTimestamp":1777271437,"share":"https://www.laohunote.com/m/news/2630357580?lang=zh_CN&edition=full","pubTime":"2026-04-27 14:30","market":"us","language":"zh","title":"何小鹏重申目标：到今年8月，在中国实现自动驾驶能力超越特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=2630357580","media":"智通财经","summary":"整体实力将会更强。","content":"<html><head></head><body><p>小鹏汽车董事长兼CEO何小鹏近日在北京车展上重申了其雄心勃勃的目标：到今年8月，在中国实现自动驾驶能力超越特斯拉。尽管特斯拉的全自动驾驶系统尚未获得中国市场批准，难以进行直接比较，但何小鹏表示，小鹏汽车的视觉语言动作系统在某些复杂的驾驶场景下已经超越了特斯拉。</p><p>“我们给自己设定了一个目标：到8月份，在中国市场全面超越特斯拉的FSD系统。”何小鹏在2026北京国际汽车展期间的媒体发布会上表示。“中国的驾驶环境更加复杂。如果我们能够在这里超越它，我们的整体实力将会更强，”他说。</p><p>去年12月，何小鹏在社交媒体发帖称，他跟小鹏自驾团队打赌，到2026年8月30日，小鹏VLA在国内成功达到特斯拉FSD V14.2在硅谷的效果。</p></body></html>","source":"live_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>何小鹏重申目标：到今年8月，在中国实现自动驾驶能力超越特斯拉</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何小鹏重申目标：到今年8月，在中国实现自动驾驶能力超越特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-27 14:30 北京时间 <a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小鹏汽车董事长兼CEO何小鹏近日在北京车展上重申了其雄心勃勃的目标：到今年8月，在中国实现自动驾驶能力超越特斯拉。尽管特斯拉的全自动驾驶系统尚未获得中国市场批准，难以进行直接比较，但何小鹏表示，小鹏汽车的视觉语言动作系统在某些复杂的驾驶场景下已经超越了特斯拉。“我们给自己设定了一个目标：到8月份，在中国市场全面超越特斯拉的FSD系统。”何小鹏在2026北京国际汽车展期间的媒体发布会上表示。“中国的...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4aa4c2246df411f68e16a21f6d365311","relate_stocks":{"XPEG":"2倍做多XPEV ETF-Leverage Shares","09868":"小鹏集团-W","XPEV":"小鹏集团"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2630357580","content_text":"小鹏汽车董事长兼CEO何小鹏近日在北京车展上重申了其雄心勃勃的目标：到今年8月，在中国实现自动驾驶能力超越特斯拉。尽管特斯拉的全自动驾驶系统尚未获得中国市场批准，难以进行直接比较，但何小鹏表示，小鹏汽车的视觉语言动作系统在某些复杂的驾驶场景下已经超越了特斯拉。“我们给自己设定了一个目标：到8月份，在中国市场全面超越特斯拉的FSD系统。”何小鹏在2026北京国际汽车展期间的媒体发布会上表示。“中国的驾驶环境更加复杂。如果我们能够在这里超越它，我们的整体实力将会更强，”他说。去年12月，何小鹏在社交媒体发帖称，他跟小鹏自驾团队打赌，到2026年8月30日，小鹏VLA在国内成功达到特斯拉FSD V14.2在硅谷的效果。","news_type":1,"symbols_score_info":{"09868":2,"XPEG":0.6,"XPEV":2}},"isVote":1,"tweetType":1,"viewCount":1764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554629786773200,"gmtCreate":1776442299464,"gmtModify":1776442302088,"author":{"id":"3458873772795444","authorId":"3458873772795444","name":"谋远","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3458873772795444","idStr":"3458873772795444"},"themes":[],"title":"","htmlText":"什么叫幽灵外卖","listText":"什么叫幽灵外卖","text":"什么叫幽灵外卖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554629786773200","repostId":"1167699493","repostType":4,"repost":{"id":"1167699493","kind":"news","pubTimestamp":1776412896,"share":"https://www.laohunote.com/m/news/1167699493?lang=zh_CN&edition=full","pubTime":"2026-04-17 16:01","market":"us","language":"zh","title":"共处罚没款35.97亿元！7家电商平台涉“幽灵外卖”系列案被处罚","url":"https://stock-news.laohu8.com/highlight/detail?id=1167699493","media":"市场监管总局","summary":"同时，依据《中华人民共和国食品安全法实施条例》第七十五条的规定，对7家平台企业法定代表人和食品安全总监合计处以罚款1968.74万元。上述行为严重违反《中华人民共和国食品安全法》《中华人民共和国电子商务法》《中华人民共和国食品安全法实施条例》有关规定。案件启动调查后，市场监管总局第一时间责成电商平台立行立改，7家电商平台均已下架未经审核的有关“幽灵店铺”，停止与相关转单平台的餐饮转单合作。","content":"<html><head></head><body><p>4月17日，市场监管总局4月17日依法对上海寻梦信息技术有限公司（拼多多）、北京三快科技有限公司（美团）、北京京东叁佰陆拾度电子商务有限公司（京东）、上海拉扎斯信息科技有限公司（原饿了么，现淘宝闪购）、北京抖音科技有限公司（抖音）、浙江淘宝网络有限公司（淘宝）、浙江天猫网络有限公司（天猫）等7家电商平台“幽灵外卖”系列案，依据《中华人民共和国食品安全法》第一百三十一条、《中华人民共和国电子商务法》第八十三条的规定作出行政处罚决定，责令7家电商平台改正违法行为，暂停新增蛋糕店铺3至9个月不等，并处以罚没款共计35.97亿元。同时，依据《中华人民共和国食品安全法实施条例》第七十五条的规定，对7家平台企业法定代表人和食品安全总监合计处以罚款1968.74万元。</p><p>经查，上述7家电商平台对入网食品经营者许可证审核把关不严，未依法履行资质审查义务；与转单平台签订合作协议，明知或应知转单行为侵害消费者合法权益，但未采取必要措施；7家电商平台法定代表人和食品安全总监，负有食品安全管理责任，但未全面履行有关岗位职责。上述行为严重违反《中华人民共和国食品安全法》《中华人民共和国电子商务法》《中华人民共和国食品安全法实施条例》有关规定。</p><p>案件启动调查后，市场监管总局第一时间责成电商平台立行立改，7家电商平台均已下架未经审核的有关“幽灵店铺”，停止与相关转单平台的餐饮转单合作。</p></body></html>","source":"lsy1600741531114","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>共处罚没款35.97亿元！7家电商平台涉“幽灵外卖”系列案被处罚</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n共处罚没款35.97亿元！7家电商平台涉“幽灵外卖”系列案被处罚\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-17 16:01 北京时间 <a href=https://www.samr.gov.cn/xw/zj/art/2026/art_9714ee2bef9244819134ef4ffdd14017.html><strong>市场监管总局</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月17日，市场监管总局4月17日依法对上海寻梦信息技术有限公司（拼多多）、北京三快科技有限公司（美团）、北京京东叁佰陆拾度电子商务有限公司（京东）、上海拉扎斯信息科技有限公司（原饿了么，现淘宝闪购）、北京抖音科技有限公司（抖音）、浙江淘宝网络有限公司（淘宝）、浙江天猫网络有限公司（天猫）等7家电商平台“幽灵外卖”系列案，依据《中华人民共和国食品安全法》第一百三十一条、《中华人民共和国电子商务法》...</p>\n\n<a href=\"https://www.samr.gov.cn/xw/zj/art/2026/art_9714ee2bef9244819134ef4ffdd14017.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9149ee38be553ca11bd01b0a72f4964e","relate_stocks":{"09618":"京东集团-SW","03690":"美团-W","PDD":"拼多多","BABA":"阿里巴巴","JD":"京东","09988":"阿里巴巴-W"},"source_url":"https://www.samr.gov.cn/xw/zj/art/2026/art_9714ee2bef9244819134ef4ffdd14017.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167699493","content_text":"4月17日，市场监管总局4月17日依法对上海寻梦信息技术有限公司（拼多多）、北京三快科技有限公司（美团）、北京京东叁佰陆拾度电子商务有限公司（京东）、上海拉扎斯信息科技有限公司（原饿了么，现淘宝闪购）、北京抖音科技有限公司（抖音）、浙江淘宝网络有限公司（淘宝）、浙江天猫网络有限公司（天猫）等7家电商平台“幽灵外卖”系列案，依据《中华人民共和国食品安全法》第一百三十一条、《中华人民共和国电子商务法》第八十三条的规定作出行政处罚决定，责令7家电商平台改正违法行为，暂停新增蛋糕店铺3至9个月不等，并处以罚没款共计35.97亿元。同时，依据《中华人民共和国食品安全法实施条例》第七十五条的规定，对7家平台企业法定代表人和食品安全总监合计处以罚款1968.74万元。经查，上述7家电商平台对入网食品经营者许可证审核把关不严，未依法履行资质审查义务；与转单平台签订合作协议，明知或应知转单行为侵害消费者合法权益，但未采取必要措施；7家电商平台法定代表人和食品安全总监，负有食品安全管理责任，但未全面履行有关岗位职责。上述行为严重违反《中华人民共和国食品安全法》《中华人民共和国电子商务法》《中华人民共和国食品安全法实施条例》有关规定。案件启动调查后，市场监管总局第一时间责成电商平台立行立改，7家电商平台均已下架未经审核的有关“幽灵店铺”，停止与相关转单平台的餐饮转单合作。","news_type":1,"symbols_score_info":{"PDD":2,"03690":2,"09618":2,"JD":2,"09988":2,"BABA":2}},"isVote":1,"tweetType":1,"viewCount":2093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}