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盲人摸大象
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盲人摸大象
盲人摸大象
·
54 minutes ago
[强]
@沉穩：
$纳指100ETF(QQQ)$ 今天我卖出了部分QQQ持仓，这是4月买入的，现在已涨超30%，锁定利润是明智之举。并非看空市场，Nasdaq-100今年表现亮眼，受AI热潮推动，如Nvidia股价飙升。但Fed10月减息25bps后，市场已消化这些利好，短期内好消息似已尽出。 我选择主动再平衡，将资金转向其他板块，避免过度暴露科技风险。整体市况仍正面，AI长期潜力巨大，但获利了结能让组合更稳健。期待下波机会再入场！
$纳指100ETF(QQQ)$ 今天我卖出了部分QQQ持仓，这是4月买入的，现在已涨超30%，锁定利润是明智之举。并非看空市场，Nasdaq-100今年表现亮眼，受AI热潮推动，如Nvidia股价飙升。但Fed10月减息25bps后，市场已消化这些利好，短期内好消息似已尽出。 我选择主动再平衡，将资金转向其他板块，避免过度暴露科技风险。整体市况仍正面，AI长期潜力巨大，但获利了结能让组合更稳健。期待下波机会再入场！
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盲人摸大象
盲人摸大象
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00:08
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盲人摸大象
盲人摸大象
·
11-06
[强]
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盲人摸大象
盲人摸大象
·
11-04
光涨指数了，手里股票还跌了[捂脸]
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盲人摸大象
盲人摸大象
·
11-04
目前状况感觉好混乱，一再创新高，让大家担心！
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盲人摸大象
盲人摸大象
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11-04
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盲人摸大象
盲人摸大象
·
11-03
1
盘前｜IREN、Kenvue、Cipher等暴涨，英伟达涨近2%，SanDisk势创新高
美股三大指数期货在盘前交易时段涨跌不一。
盘前｜IREN、Kenvue、Cipher等暴涨，英伟达涨近2%，SanDisk势创新高
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盲人摸大象
盲人摸大象
·
10-31
[强]
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盲人摸大象
盲人摸大象
·
10-28
[强][强]
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盲人摸大象
盲人摸大象
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10-28
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","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499473724691248","repostId":"499449593463480","repostType":1,"repost":{"id":499449593463480,"gmtCreate":1762960994708,"gmtModify":1762961001743,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144466283079132","authorIdStr":"4144466283079132"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$ </a>今天我卖出了部分QQQ持仓，这是4月买入的，现在已涨超30%，锁定利润是明智之举。并非看空市场，Nasdaq-100今年表现亮眼，受AI热潮推动，如Nvidia股价飙升。但Fed10月减息25bps后，市场已消化这些利好，短期内好消息似已尽出。 我选择主动再平衡，将资金转向其他板块，避免过度暴露科技风险。整体市况仍正面，AI长期潜力巨大，但获利了结能让组合更稳健。期待下波机会再入场！","listText":"<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$ </a>今天我卖出了部分QQQ持仓，这是4月买入的，现在已涨超30%，锁定利润是明智之举。并非看空市场，Nasdaq-100今年表现亮眼，受AI热潮推动，如Nvidia股价飙升。但Fed10月减息25bps后，市场已消化这些利好，短期内好消息似已尽出。 我选择主动再平衡，将资金转向其他板块，避免过度暴露科技风险。整体市况仍正面，AI长期潜力巨大，但获利了结能让组合更稳健。期待下波机会再入场！","text":"$纳指100ETF(QQQ)$ 今天我卖出了部分QQQ持仓，这是4月买入的，现在已涨超30%，锁定利润是明智之举。并非看空市场，Nasdaq-100今年表现亮眼，受AI热潮推动，如Nvidia股价飙升。但Fed10月减息25bps后，市场已消化这些利好，短期内好消息似已尽出。 我选择主动再平衡，将资金转向其他板块，避免过度暴露科技风险。整体市况仍正面，AI长期潜力巨大，但获利了结能让组合更稳健。期待下波机会再入场！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499449593463480","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":499458968945000,"gmtCreate":1762963710482,"gmtModify":1762963712721,"author":{"id":"3468529827816752","authorId":"3468529827816752","name":"盲人摸大象","avatar":"https://static.tigerbbs.com/bb02d1b702bab9b5f01bc747be51aef1","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3468529827816752","authorIdStr":"3468529827816752"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499458968945000","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":497524394688576,"gmtCreate":1762433687536,"gmtModify":1762433689638,"author":{"id":"3468529827816752","authorId":"3468529827816752","name":"盲人摸大象","avatar":"https://static.tigerbbs.com/bb02d1b702bab9b5f01bc747be51aef1","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3468529827816752","authorIdStr":"3468529827816752"},"themes":[],"htmlText":"[强]","listText":"[强]","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497524394688576","isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":496599083205040,"gmtCreate":1762262701588,"gmtModify":1762262704261,"author":{"id":"3468529827816752","authorId":"3468529827816752","name":"盲人摸大象","avatar":"https://static.tigerbbs.com/bb02d1b702bab9b5f01bc747be51aef1","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3468529827816752","authorIdStr":"3468529827816752"},"themes":[],"htmlText":"光涨指数了，手里股票还跌了[捂脸]","listText":"光涨指数了，手里股票还跌了[捂脸]","text":"光涨指数了，手里股票还跌了[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496599083205040","isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496598138397520,"gmtCreate":1762262573667,"gmtModify":1762262576260,"author":{"id":"3468529827816752","authorId":"3468529827816752","name":"盲人摸大象","avatar":"https://static.tigerbbs.com/bb02d1b702bab9b5f01bc747be51aef1","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3468529827816752","authorIdStr":"3468529827816752"},"themes":[],"htmlText":"目前状况感觉好混乱，一再创新高，让大家担心！","listText":"目前状况感觉好混乱，一再创新高，让大家担心！","text":"目前状况感觉好混乱，一再创新高，让大家担心！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496598138397520","isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496596127920840,"gmtCreate":1762262375346,"gmtModify":1762262377475,"author":{"id":"3468529827816752","authorId":"3468529827816752","name":"盲人摸大象","avatar":"https://static.tigerbbs.com/bb02d1b702bab9b5f01bc747be51aef1","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3468529827816752","authorIdStr":"3468529827816752"},"themes":[],"htmlText":"[强]","listText":"[强]","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496596127920840","isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":496238152332120,"gmtCreate":1762175055580,"gmtModify":1762175057473,"author":{"id":"3468529827816752","authorId":"3468529827816752","name":"盲人摸大象","avatar":"https://static.tigerbbs.com/bb02d1b702bab9b5f01bc747be51aef1","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3468529827816752","authorIdStr":"3468529827816752"},"themes":[],"title":"","htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496238152332120","repostId":"1132520931","repostType":2,"repost":{"id":"1132520931","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":1762173243,"share":"https://www.laohu8.com/m/news/1132520931?lang=&edition=full","pubTime":"2025-11-03 20:34","market":"us","language":"zh","title":"盘前｜IREN、Kenvue、Cipher等暴涨，英伟达涨近2%，SanDisk势创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1132520931","media":"老虎资讯综合","summary":"美股三大指数期货在盘前交易时段涨跌不一。","content":"<html><head></head><body><p>11月3日周一，美股三大指数期货在盘前交易时段涨跌不一。本周美国联邦政府停摆持续，周五非农报告大概率延期；美国最高法院审理关税案，将对总统紧急权力边界产生深远影响；特斯拉将举办年度股东大会，对CEO薪酬在内的三个关键提案投票；AMD、高通、ARM、Palantir、超微电脑、Applovin等明星公司财报登场。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef2d3046e7064d13293a3f1e173d0e9a\" title=\"\" tg-width=\"900\" tg-height=\"303\"/></p><h3 id=\"id_1939036643\">个股盘前行情</h3><p><a href=\"https://laohu8.com/S/IREN\">IREN Ltd</a> 暴涨22%。IREN宣布与微软签署价值97亿美元的人工智能云合同。根据协议，IREN将在五年内向微软提供NVIDIA GB300 GPU的使用权。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77ee423efe2fc77cbc1e0fd2345e0226\" title=\"\" tg-width=\"534\" tg-height=\"150\"/></p><p>同时，戴尔涨3.86%，消息称IREN将斥资58亿美元从戴尔公司采购GPU及相关设备。</p><p>泰诺生产商<a href=\"https://laohu8.com/S/KVUE\">Kenvue Inc</a> 大涨超20%，报道称金佰利将以现金加股票交易方式收购kenvue。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64af14bdc09a790c7b5a14838b17095a\" title=\"\" tg-width=\"525\" tg-height=\"150\"/></p><p>加密矿业 <a href=\"https://laohu8.com/S/CIFR\">Cipher Mining Inc.</a> 涨超19%，与亚马逊AWS达成一项价值约55亿美元，为期15年的租赁协议。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba4fa3042cef1d55850b709e3edd36bb\" title=\"\" tg-width=\"525\" tg-height=\"146\"/></p><p>存储概念股普涨。截至发稿， <a href=\"https://laohu8.com/S/SNDK\">SanDisk Corp</a> 涨约6%，开盘势将再创新高。美光科技涨近4%，西部数据、希捷科技涨约1.6%。<strong>据供应链消息，三星电子已率先暂停10月DDR5DRAM合约报价，引发SK海力士和美光等其他存储原厂跟进，将导致供应链“断粮”，恢复报价时间预计或将延后至11月中旬。虽然存储四季度合约价上涨已成为市场共识，但此前预期是10月底前就可以敲定四季度合约价。但三星迟迟不愿提供合约报价，直接告诉下游客户“无货可卖”，导致短短一周内，DDR5现货价格飙升25%。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9df1a3bb401b8fc91dca1fc60fa063c3\" title=\"\" tg-width=\"528\" tg-height=\"150\"/></p><p>大型科技股多数走高。截至发稿，英伟达涨近2%，特斯拉涨0.37%，亚马逊涨0.34%，谷歌、微软涨0.5%，苹果跌0.04%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dba34d7ba90f0aaf9e6df5aeb758174b\" title=\"\" tg-width=\"521\" tg-height=\"147\"/></p><p><a href=\"https://laohu8.com/S/CSIQ\">阿特斯太阳能</a>涨3.9%，随着各国加大对可再生能源的支持力度，光伏产业链公司有望从中受益。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a10f7a20590f4822d1a85350e65e922\" title=\"\" tg-width=\"525\" tg-height=\"143\"/></p><p><a href=\"https://laohu8.com/S/BRK.B\">伯克希尔B</a> 涨0.8%。伯克希尔第三季度营收949.72亿美元，上年同期929.95亿美元，市场预期915.5亿美元；净利润307.96亿美元，上年同期262.51亿美元，市场预期127.3亿美元；每股收益14.28美元，上年同期12.18美元，市场预期5.89美元。</p><p><a href=\"https://laohu8.com/S/ERIC\">爱立信</a> 涨超2%。消息上，爱立信宣布与VodafoneZiggo签署为期三年的合作协议，将在荷兰全国范围内升级并扩展其移动网络。</p><p><a href=\"https://laohu8.com/S/BYND\">Beyond Meat, Inc.</a> 大跌超8%。Beyond Meat原定于11月4日发布第三季度财报，现已推迟至11月11日。公司表示，推迟的原因是需要更多时间来量化与部分资产相关的非现金减值费用。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c0b11f6f2149d6ebf204f83dcd57520d\" tg-width=\"522\" tg-height=\"147\"/></p><p>和黄医药涨超2%。消息面上，和黄医药日前举办了投资者会议，分享其创新ATTC平台及一系列产品最新关键研发和业务进展。其中ATTC平台首个候选药物HMPL-A251，在体外实验中其PI3K/PIKK抑制剂有效载荷在多种肿瘤细胞系中展现出高选择性和强效的抗肿瘤活性。</p><p>蔚来涨1%。蔚来10月交付40397辆，创下月度新纪录，同比增长92.6%；2025年年初至今交付241618辆，同比增长41.9%。</p><p>百度涨0.85%。消息面上，萝卜快跑相关人士透露，截至10月31日，萝卜快跑每周订单量超25万单，且100%为全无人订单。</p><p>阿里巴巴跌1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc9345ab36cd0e0f16aed157efae6302\" title=\"\" tg-width=\"528\" tg-height=\"153\"/></p><h3 id=\"id_728198690\">大宗商品行情</h3><p>国际油价小幅回落。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69ab9af85b235e7b0d8854cb9608dae7\" title=\"\" tg-width=\"1167\" tg-height=\"396\"/></p><p>金价盘中窄幅震荡。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a179d769e326f9e27b21f05f37b988b7\" title=\"\" tg-width=\"1170\" tg-height=\"435\"/></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>盘前｜IREN、Kenvue、Cipher等暴涨，英伟达涨近2%，SanDisk势创新高</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盘前｜IREN、Kenvue、Cipher等暴涨，英伟达涨近2%，SanDisk势创新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-11-03 20:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月3日周一，美股三大指数期货在盘前交易时段涨跌不一。本周美国联邦政府停摆持续，周五非农报告大概率延期；美国最高法院审理关税案，将对总统紧急权力边界产生深远影响；特斯拉将举办年度股东大会，对CEO薪酬在内的三个关键提案投票；AMD、高通、ARM、Palantir、超微电脑、Applovin等明星公司财报登场。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef2d3046e7064d13293a3f1e173d0e9a\" title=\"\" tg-width=\"900\" tg-height=\"303\"/></p><h3 id=\"id_1939036643\">个股盘前行情</h3><p><a href=\"https://laohu8.com/S/IREN\">IREN Ltd</a> 暴涨22%。IREN宣布与微软签署价值97亿美元的人工智能云合同。根据协议，IREN将在五年内向微软提供NVIDIA GB300 GPU的使用权。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77ee423efe2fc77cbc1e0fd2345e0226\" title=\"\" tg-width=\"534\" tg-height=\"150\"/></p><p>同时，戴尔涨3.86%，消息称IREN将斥资58亿美元从戴尔公司采购GPU及相关设备。</p><p>泰诺生产商<a href=\"https://laohu8.com/S/KVUE\">Kenvue Inc</a> 大涨超20%，报道称金佰利将以现金加股票交易方式收购kenvue。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64af14bdc09a790c7b5a14838b17095a\" title=\"\" tg-width=\"525\" tg-height=\"150\"/></p><p>加密矿业 <a href=\"https://laohu8.com/S/CIFR\">Cipher Mining Inc.</a> 涨超19%，与亚马逊AWS达成一项价值约55亿美元，为期15年的租赁协议。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba4fa3042cef1d55850b709e3edd36bb\" title=\"\" tg-width=\"525\" tg-height=\"146\"/></p><p>存储概念股普涨。截至发稿， <a href=\"https://laohu8.com/S/SNDK\">SanDisk Corp</a> 涨约6%，开盘势将再创新高。美光科技涨近4%，西部数据、希捷科技涨约1.6%。<strong>据供应链消息，三星电子已率先暂停10月DDR5DRAM合约报价，引发SK海力士和美光等其他存储原厂跟进，将导致供应链“断粮”，恢复报价时间预计或将延后至11月中旬。虽然存储四季度合约价上涨已成为市场共识，但此前预期是10月底前就可以敲定四季度合约价。但三星迟迟不愿提供合约报价，直接告诉下游客户“无货可卖”，导致短短一周内，DDR5现货价格飙升25%。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9df1a3bb401b8fc91dca1fc60fa063c3\" title=\"\" tg-width=\"528\" tg-height=\"150\"/></p><p>大型科技股多数走高。截至发稿，英伟达涨近2%，特斯拉涨0.37%，亚马逊涨0.34%，谷歌、微软涨0.5%，苹果跌0.04%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dba34d7ba90f0aaf9e6df5aeb758174b\" title=\"\" tg-width=\"521\" tg-height=\"147\"/></p><p><a href=\"https://laohu8.com/S/CSIQ\">阿特斯太阳能</a>涨3.9%，随着各国加大对可再生能源的支持力度，光伏产业链公司有望从中受益。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a10f7a20590f4822d1a85350e65e922\" title=\"\" tg-width=\"525\" tg-height=\"143\"/></p><p><a href=\"https://laohu8.com/S/BRK.B\">伯克希尔B</a> 涨0.8%。伯克希尔第三季度营收949.72亿美元，上年同期929.95亿美元，市场预期915.5亿美元；净利润307.96亿美元，上年同期262.51亿美元，市场预期127.3亿美元；每股收益14.28美元，上年同期12.18美元，市场预期5.89美元。</p><p><a href=\"https://laohu8.com/S/ERIC\">爱立信</a> 涨超2%。消息上，爱立信宣布与VodafoneZiggo签署为期三年的合作协议，将在荷兰全国范围内升级并扩展其移动网络。</p><p><a href=\"https://laohu8.com/S/BYND\">Beyond Meat, Inc.</a> 大跌超8%。Beyond Meat原定于11月4日发布第三季度财报，现已推迟至11月11日。公司表示，推迟的原因是需要更多时间来量化与部分资产相关的非现金减值费用。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c0b11f6f2149d6ebf204f83dcd57520d\" tg-width=\"522\" tg-height=\"147\"/></p><p>和黄医药涨超2%。消息面上，和黄医药日前举办了投资者会议，分享其创新ATTC平台及一系列产品最新关键研发和业务进展。其中ATTC平台首个候选药物HMPL-A251，在体外实验中其PI3K/PIKK抑制剂有效载荷在多种肿瘤细胞系中展现出高选择性和强效的抗肿瘤活性。</p><p>蔚来涨1%。蔚来10月交付40397辆，创下月度新纪录，同比增长92.6%；2025年年初至今交付241618辆，同比增长41.9%。</p><p>百度涨0.85%。消息面上，萝卜快跑相关人士透露，截至10月31日，萝卜快跑每周订单量超25万单，且100%为全无人订单。</p><p>阿里巴巴跌1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc9345ab36cd0e0f16aed157efae6302\" title=\"\" tg-width=\"528\" tg-height=\"153\"/></p><h3 id=\"id_728198690\">大宗商品行情</h3><p>国际油价小幅回落。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69ab9af85b235e7b0d8854cb9608dae7\" title=\"\" tg-width=\"1167\" tg-height=\"396\"/></p><p>金价盘中窄幅震荡。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a179d769e326f9e27b21f05f37b988b7\" title=\"\" tg-width=\"1170\" tg-height=\"435\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"SNDK":"SanDisk Corp","KVUE":"Kenvue Inc","IREN":"IREN Ltd"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132520931","content_text":"11月3日周一，美股三大指数期货在盘前交易时段涨跌不一。本周美国联邦政府停摆持续，周五非农报告大概率延期；美国最高法院审理关税案，将对总统紧急权力边界产生深远影响；特斯拉将举办年度股东大会，对CEO薪酬在内的三个关键提案投票；AMD、高通、ARM、Palantir、超微电脑、Applovin等明星公司财报登场。个股盘前行情IREN Ltd 暴涨22%。IREN宣布与微软签署价值97亿美元的人工智能云合同。根据协议，IREN将在五年内向微软提供NVIDIA GB300 GPU的使用权。同时，戴尔涨3.86%，消息称IREN将斥资58亿美元从戴尔公司采购GPU及相关设备。泰诺生产商Kenvue Inc 大涨超20%，报道称金佰利将以现金加股票交易方式收购kenvue。加密矿业 Cipher Mining Inc. 涨超19%，与亚马逊AWS达成一项价值约55亿美元，为期15年的租赁协议。存储概念股普涨。截至发稿， SanDisk Corp 涨约6%，开盘势将再创新高。美光科技涨近4%，西部数据、希捷科技涨约1.6%。据供应链消息，三星电子已率先暂停10月DDR5DRAM合约报价，引发SK海力士和美光等其他存储原厂跟进，将导致供应链“断粮”，恢复报价时间预计或将延后至11月中旬。虽然存储四季度合约价上涨已成为市场共识，但此前预期是10月底前就可以敲定四季度合约价。但三星迟迟不愿提供合约报价，直接告诉下游客户“无货可卖”，导致短短一周内，DDR5现货价格飙升25%。大型科技股多数走高。截至发稿，英伟达涨近2%，特斯拉涨0.37%，亚马逊涨0.34%，谷歌、微软涨0.5%，苹果跌0.04%。阿特斯太阳能涨3.9%，随着各国加大对可再生能源的支持力度，光伏产业链公司有望从中受益。伯克希尔B 涨0.8%。伯克希尔第三季度营收949.72亿美元，上年同期929.95亿美元，市场预期915.5亿美元；净利润307.96亿美元，上年同期262.51亿美元，市场预期127.3亿美元；每股收益14.28美元，上年同期12.18美元，市场预期5.89美元。爱立信 涨超2%。消息上，爱立信宣布与VodafoneZiggo签署为期三年的合作协议，将在荷兰全国范围内升级并扩展其移动网络。Beyond Meat, Inc. 大跌超8%。Beyond Meat原定于11月4日发布第三季度财报，现已推迟至11月11日。公司表示，推迟的原因是需要更多时间来量化与部分资产相关的非现金减值费用。和黄医药涨超2%。消息面上，和黄医药日前举办了投资者会议，分享其创新ATTC平台及一系列产品最新关键研发和业务进展。其中ATTC平台首个候选药物HMPL-A251，在体外实验中其PI3K/PIKK抑制剂有效载荷在多种肿瘤细胞系中展现出高选择性和强效的抗肿瘤活性。蔚来涨1%。蔚来10月交付40397辆，创下月度新纪录，同比增长92.6%；2025年年初至今交付241618辆，同比增长41.9%。百度涨0.85%。消息面上，萝卜快跑相关人士透露，截至10月31日，萝卜快跑每周订单量超25万单，且100%为全无人订单。阿里巴巴跌1%。大宗商品行情国际油价小幅回落。金价盘中窄幅震荡。","news_type":1,"symbols_score_info":{"IREN":2,"KVUE":2,"SNDK":2}},"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494981476634712,"gmtCreate":1761875942946,"gmtModify":1761875944875,"author":{"id":"3468529827816752","authorId":"3468529827816752","name":"盲人摸大象","avatar":"https://static.tigerbbs.com/bb02d1b702bab9b5f01bc747be51aef1","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3468529827816752","authorIdStr":"3468529827816752"},"themes":[],"htmlText":"[强]","listText":"[强]","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494981476634712","isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":493856326422744,"gmtCreate":1761591135279,"gmtModify":1761591137492,"author":{"id":"3468529827816752","authorId":"3468529827816752","name":"盲人摸大象","avatar":"https://static.tigerbbs.com/bb02d1b702bab9b5f01bc747be51aef1","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3468529827816752","authorIdStr":"3468529827816752"},"themes":[],"htmlText":"[强][强]","listText":"[强][强]","text":"[强][强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493856326422744","isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":493816285970888,"gmtCreate":1761581893530,"gmtModify":1761581895590,"author":{"id":"3468529827816752","authorId":"3468529827816752","name":"盲人摸大象","avatar":"https://static.tigerbbs.com/bb02d1b702bab9b5f01bc747be51aef1","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3468529827816752","authorIdStr":"3468529827816752"},"themes":[],"htmlText":"[强]","listText":"[强]","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/493816285970888","isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}