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Mediator
短期来看，市场不理性是常态的，理性才是暂时的；但长期来看，市场终将回归理性.
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Mediator
Mediator
·
2024-09-30
中国政策组合拳引爆全球市场
查看详情：
中国政策组合拳引爆全球市场
中国政策组合拳引爆全球市场：中概股与港股投资热潮来袭 此帖仅开放于中国大陆用户
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中国政策组合拳引爆全球市场
Mediator
Mediator
·
02-09 22:43
好笑，建议也跟风加码AI投入，然后迅速崩溃，连锁崩盘
甲骨文盘初拉升，获D.A.戴维森上调评级至“买入”
提振了投资者对甲骨文短期前景的信心。
甲骨文盘初拉升，获D.A.戴维森上调评级至“买入”
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Mediator
Mediator
·
02-09 22:19
gpt已经不太行了，大模型能力和反应速度都远不如Gemini
奥尔特曼：ChatGPT月增长重超10%，本周将推新版聊天模型
公司正在重获增长势头。
奥尔特曼：ChatGPT月增长重超10%，本周将推新版聊天模型
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Mediator
Mediator
·
02-09 22:15
本来发展的大环境就不行，自己人还杀得如火如荼
千问工具箱小程序被微信限制，打开时会弹出警示窗口
以醒目颜色标注“停止访问”选项。
千问工具箱小程序被微信限制，打开时会弹出警示窗口
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Mediator
Mediator
·
02-07 19:47
这篇文章不错，转发给大家看看
阿里继续投入AI大战。2月7日千问APP宣布“免单卡”可以在千问APP里买天猫超市的酒水零食、米面粮油、家居日用、生鲜水
阿里继续投入AI大战。2月7日千问APP宣布“免单卡”可以在千问APP里买天猫超市的酒水零食、米面粮油、家居日用、生鲜水果等一句话下单就能送到家门口。（e公司）。
阿里继续投入AI大战。2月7日千问APP宣布“免单卡”可以在千问APP里买天猫超市的酒水零食、米面粮油、家居日用、生鲜水
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Mediator
Mediator
·
02-06
$纳斯达克100指数(NDX)$
市场对新美联储主席的错误预期，川普不可能选一个和自己作对的人，一定程度缩表是为了快速打开大幅降息的空间
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Mediator
Mediator
·
02-06
$NQ100指数主连 2603(NQmain)$
市场对新美联储主席的错误预期，川普不可能选一个和自己作对的人，一定程度缩表是为了快速打开大幅降息的空间
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Mediator
Mediator
·
02-06
$恒生科技指数主连 2602(HTImain)$
独立行情
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Mediator
Mediator
·
02-06
$恒生科技指数主连 2602(HTImain)$
目前全球风险偏好下降情况下的最低估值市场板块，相对最能抵抗冲击
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Mediator
Mediator
·
02-06
$恒生科技指数(HSTECH)$
目前全球风险偏好下降情况下的最低估值市场板块，相对最能抵抗冲击
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Mediator
Mediator
·
02-06
$微软(MSFT)$
看多 很好的位置，值得建仓买入。 软件股被AI冲击属于是以偏概全的误读，门槛较低的软件确实会被冲击，但涉及专业处理的软件在很长一段时间内，都不是AI能够直接完成的了的，而微软的很多订阅制应用都涉及到比较复杂的操作。 后面大概率先进行反弹后，会补涨被误读的跌幅，这个位置拿半年一年，收益不会低于20个点。
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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2026-02-09 22:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一，甲骨文盘初涨超8%。知名投资机构D.A.戴维森将 <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 的股票评级从“中性”上调至“买入”，这一积极的评级调整是推动股价上涨的直接催化剂。同时，行业报告显示，受生成式AI需求推动，2025年第四季度云基础设施服务支出同比大幅增长30%，甲骨文被列为增长率最高的二级云服务提供商之一，强劲的行业增长前景为股价提供了支撑。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85fe0d174cdf314eaa07f20a3c4a8bcf\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>D.A.Davidson分析师吉尔·卢里亚表示，市场对甲骨文(ORCL.N)的抛售可能已过度，但这并不意味着投资者无需担心该公司的前景。“公司已使自己处于非常危险的境地，必须表现出色才能摆脱困境。1300亿美元的债务和2480亿美元的经营租赁承诺将在未来数年拖累公司，”卢里亚指出。</p><p>他还表示，公司计划的股票发行也可能在未来10周内造成抛售压力。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/538caba6af916a1a54f3a66812295ff1","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139964534","content_text":"周一，甲骨文盘初涨超8%。知名投资机构D.A.戴维森将 甲骨文 的股票评级从“中性”上调至“买入”，这一积极的评级调整是推动股价上涨的直接催化剂。同时，行业报告显示，受生成式AI需求推动，2025年第四季度云基础设施服务支出同比大幅增长30%，甲骨文被列为增长率最高的二级云服务提供商之一，强劲的行业增长前景为股价提供了支撑。D.A.Davidson分析师吉尔·卢里亚表示，市场对甲骨文(ORCL.N)的抛售可能已过度，但这并不意味着投资者无需担心该公司的前景。“公司已使自己处于非常危险的境地，必须表现出色才能摆脱困境。1300亿美元的债务和2480亿美元的经营租赁承诺将在未来数年拖累公司，”卢里亚指出。他还表示，公司计划的股票发行也可能在未来10周内造成抛售压力。","news_type":1,"symbols_score_info":{"ORCL":1}},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530947600409456,"gmtCreate":1770646764479,"gmtModify":1770646767305,"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/ccbee84d06c97c8ea354bff2e5c20b6d","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3498680662745699","idStr":"3498680662745699"},"themes":[],"title":"","htmlText":"gpt已经不太行了，大模型能力和反应速度都远不如Gemini","listText":"gpt已经不太行了，大模型能力和反应速度都远不如Gemini","text":"gpt已经不太行了，大模型能力和反应速度都远不如Gemini","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530947600409456","repostId":"1188051998","repostType":2,"repost":{"id":"1188051998","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":1770643455,"share":"https://www.laohu8.com/m/news/1188051998?lang=zh_CN&edition=full","pubTime":"2026-02-09 21:24","market":"us","language":"zh","title":"奥尔特曼：ChatGPT月增长重超10%，本周将推新版聊天模型","url":"https://stock-news.laohu8.com/highlight/detail?id=1188051998","media":"老虎资讯综合","summary":"公司正在重获增长势头。","content":"<html><head></head><body><p>据媒体报道，随着OpenAI面临竞争对手Anthropic改进的编码工具带来的日益加剧的压力，OpenAI创始人奥尔特曼正在告知员工和投资者，公司正在重获增长势头。</p><p>一份内部Slack消息显示，奥尔特曼上周五告诉OpenAI员工，该公司广受欢迎的人工智能聊天机器人ChatGPT“已恢复超过10%的月增长率”。奥尔特曼还表示，OpenAI本周也将准备推出“一款升级版的聊天模型”。</p><p>奥尔特曼称，OpenAI的编码产品Codex的增长率较一周前提升了约50%。“这是很棒的一周，”奥尔特曼写道。</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>奥尔特曼：ChatGPT月增长重超10%，本周将推新版聊天模型</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奥尔特曼：ChatGPT月增长重超10%，本周将推新版聊天模型\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-02-09 21:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据媒体报道，随着OpenAI面临竞争对手Anthropic改进的编码工具带来的日益加剧的压力，OpenAI创始人奥尔特曼正在告知员工和投资者，公司正在重获增长势头。</p><p>一份内部Slack消息显示，奥尔特曼上周五告诉OpenAI员工，该公司广受欢迎的人工智能聊天机器人ChatGPT“已恢复超过10%的月增长率”。奥尔特曼还表示，OpenAI本周也将准备推出“一款升级版的聊天模型”。</p><p>奥尔特曼称，OpenAI的编码产品Codex的增长率较一周前提升了约50%。“这是很棒的一周，”奥尔特曼写道。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/760056d3ed9e8c1a595c0d9f2094cc4d","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188051998","content_text":"据媒体报道，随着OpenAI面临竞争对手Anthropic改进的编码工具带来的日益加剧的压力，OpenAI创始人奥尔特曼正在告知员工和投资者，公司正在重获增长势头。一份内部Slack消息显示，奥尔特曼上周五告诉OpenAI员工，该公司广受欢迎的人工智能聊天机器人ChatGPT“已恢复超过10%的月增长率”。奥尔特曼还表示，OpenAI本周也将准备推出“一款升级版的聊天模型”。奥尔特曼称，OpenAI的编码产品Codex的增长率较一周前提升了约50%。“这是很棒的一周，”奥尔特曼写道。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530954008364664,"gmtCreate":1770646529980,"gmtModify":1770646532692,"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/ccbee84d06c97c8ea354bff2e5c20b6d","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3498680662745699","idStr":"3498680662745699"},"themes":[],"title":"","htmlText":"本来发展的大环境就不行，自己人还杀得如火如荼","listText":"本来发展的大环境就不行，自己人还杀得如火如荼","text":"本来发展的大环境就不行，自己人还杀得如火如荼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530954008364664","repostId":"1131632261","repostType":2,"repost":{"id":"1131632261","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":1770643721,"share":"https://www.laohu8.com/m/news/1131632261?lang=zh_CN&edition=full","pubTime":"2026-02-09 21:28","market":"us","language":"zh","title":"千问工具箱小程序被微信限制，打开时会弹出警示窗口","url":"https://stock-news.laohu8.com/highlight/detail?id=1131632261","media":"老虎资讯综合","summary":"以醒目颜色标注“停止访问”选项。","content":"<html><head></head><body><p>2月9日， <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> “千问工具箱”小程序被微信官方限制，打开时会弹出警示窗口。用户尝试打开该小程序时，系统会弹出安全提示界面，显示该小程序“近期被大量用户投诉，可能存在欺诈行为”，并以醒目颜色标注“停止访问”选项。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fca67a87d19c63eb8a123e6b06345c3c\" alt=\"\" title=\"\" tg-width=\"889\" tg-height=\"1708\"/></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>千问工具箱小程序被微信限制，打开时会弹出警示窗口</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千问工具箱小程序被微信限制，打开时会弹出警示窗口\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-02-09 21:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月9日， <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> “千问工具箱”小程序被微信官方限制，打开时会弹出警示窗口。用户尝试打开该小程序时，系统会弹出安全提示界面，显示该小程序“近期被大量用户投诉，可能存在欺诈行为”，并以醒目颜色标注“停止访问”选项。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fca67a87d19c63eb8a123e6b06345c3c\" alt=\"\" title=\"\" tg-width=\"889\" tg-height=\"1708\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7e9c037f89fea044b93421d1f4daf088","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131632261","content_text":"2月9日， 阿里巴巴 “千问工具箱”小程序被微信官方限制，打开时会弹出警示窗口。用户尝试打开该小程序时，系统会弹出安全提示界面，显示该小程序“近期被大量用户投诉，可能存在欺诈行为”，并以醒目颜色标注“停止访问”选项。","news_type":1,"symbols_score_info":{"09988":2,"00700":2,"BABA":2}},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530201988428704,"gmtCreate":1770464820140,"gmtModify":1770464822726,"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/ccbee84d06c97c8ea354bff2e5c20b6d","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3498680662745699","idStr":"3498680662745699"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530201988428704","repostId":"2609541261","repostType":2,"repost":{"id":"2609541261","kind":"live","pubTimestamp":1770452103,"share":"https://www.laohu8.com/m/news/2609541261?lang=zh_CN&edition=full","pubTime":"2026-02-07 16:15","market":"us","language":"zh","title":"阿里继续投入AI大战。2月7日千问APP宣布“免单卡”可以在千问APP里买天猫超市的酒水零食、米面粮油、家居日用、生鲜水","url":"https://stock-news.laohu8.com/highlight/detail?id=2609541261","media":"智通财经","summary":"阿里继续投入AI大战。2月7日千问APP宣布“免单卡”可以在千问APP里买天猫超市的酒水零食、米面粮油、家居日用、生鲜水果等一句话下单就能送到家门口。（e公司）。","content":"<html><body><div>\n<div>\r\n 阿里继续投入AI大战。2月7日千问APP宣布“免单卡”可以在千问APP里买天猫超市的酒水零食、米面粮油、家居日用、生鲜水果等一句话下单就能送到家门口。（e公司）。 </div>\n</div></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>阿里继续投入AI大战。2月7日千问APP宣布“免单卡”可以在千问APP里买天猫超市的酒水零食、米面粮油、家居日用、生鲜水</title>\n<style 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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":"","relate_stocks":{},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2609541261","content_text":"阿里继续投入AI大战。2月7日千问APP宣布“免单卡”可以在千问APP里买天猫超市的酒水零食、米面粮油、家居日用、生鲜水果等一句话下单就能送到家门口。（e公司）。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529716040646728,"gmtCreate":1770346087186,"gmtModify":1770346776786,"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/ccbee84d06c97c8ea354bff2e5c20b6d","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3498680662745699","idStr":"3498680662745699"},"themes":[],"title":"","htmlText":"<a 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