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李韭菜
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李韭菜
李韭菜
·
09-26
……..这样吗？
中美达成八点成果共识
当地时间9月23日至25日，中国国家主席习近平对美国进行国事访问。其间，两国元首就中美建设性战略稳定关系及重大国际地区问题深入交换意见，达成八点成果共识，包括：一、双方同意构建“基于尊重、公平、对等的中美建设性战略稳定关系”。六、中美禁毒执法部门合作取得可视化成果。
中美达成八点成果共识
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李韭菜
李韭菜
·
09-15
裁员其实是利好才对啊
甲骨文的AI账本同时做两道减法：裁员13%落地、创始人取消逾75亿美元减持计划
甲骨文正以削减人力成本换取AI基础设施扩张的资金空间，但华尔街对这一策略的回报前景仍存疑虑。9月14日，据《商业内幕》获得的内部邮件及三名受影响员工陈述，甲骨文于周一正式启动新一轮裁员，部分团队裁员比例达两位数。消息传出后，甲骨文股价当日一度重挫逾5%，随后跌幅收窄、收盘报144.72美元，年初至今累计跌幅约25%。该计划原本允许他在10月24日前出售最多5000万股甲骨文股票，价值约75亿美元。
甲骨文的AI账本同时做两道减法：裁员13%落地、创始人取消逾75亿美元减持计划
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李韭菜
李韭菜
·
09-05
$lululemon athletica(LULU)$
$lululemon athletica(LULU)$
盘前低位入了点[看涨]
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李韭菜
李韭菜
·
06-11
$DraftKings Inc.(DKNG)$
刚刚从
$Flutter Entertainment PLC(FLUT)$
转过来，世界杯主题热点博彩股，不能错过。特别是这一届世界杯又在美国举办，所以能量比
$Flutter Entertainment PLC(FLUT)$
大一点，我觉得博彩可以冲一波。
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李韭菜
李韭菜
·
06-06
$Beyond Meat, Inc.(BYND)$
0.7元底线主力死死控了半小时，结合日线布林线看，绝对要爆[梭哈]
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李韭菜
李韭菜
·
06-03
$AST SpaceMobile, Inc.(ASTS)$
趋势有点不对啊😦
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李韭菜
李韭菜
·
05-28
$AST SpaceMobile, Inc.(ASTS)$
阶段性止盈，等回调后再进！
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李韭菜
李韭菜
·
05-28
$Opendoor Technologies Inc(OPEN)$
昨晚主力洗盘洗掉部分超短投机者，今日盘前普跌的情况下依然坚挺，OPEN 被收录入罗素3000，未来可期！
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李韭菜
李韭菜
·
05-26
$AST SpaceMobile, Inc.(ASTS)$
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李韭菜
李韭菜
·
2025-12-31
$蔚来(NIO)$
技术分析指南 股价本周在5美元关键技术共振区(200日均线+0.618斐波那契)展开攻防 若成功确认支撑，将标志C浪调整完结，反转上行目标指向1.618斐波那契位12.77美元 财报风险已释放，技术结构保持完美，企稳5美元后有望启动趋势反转 我们观察到价格本周在5美元关键技术共振区展开多空争夺该位置汇聚200日均线与0.618斐波那契双重元素，正是我们期待用于测试和确认支撑强度的理想区域。 若成功在此获得支撑确认，将标志着C浪调整正式完结，预计随后将展开趋势反转，上行目标仍锚定1.618斐波那契延伸位12.77美元。
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justify;\">六、中美禁毒执法部门合作取得可视化成果。近期，双方密切合作，联合破获多起涉新精神活性物质及前体化学品案件，在两国抓获数十名相关犯罪嫌疑人。</p><p style=\"text-align: justify;\">七、双方同意建立中美人工智能对话，交流人工智能相关风险和惠益。下次对话将于今年11月举行。双方同意建立人工智能事件的沟通渠道。</p><p style=\"text-align: justify;\">八、美方欢迎中方租借给美国亚特兰大动物园的一对大熊猫抵美。</p><p style=\"text-align: justify;\">此外，中美两军还同意尽快签署加强危机沟通与预防的谅解备忘录，继续合作搜寻在华美军失踪人员遗骸。</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>中美达成八点成果共识</title>\n<style 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left;\"><span>据新华网，</span>当地时间9月23日至25日，中国国家主席习近平对美国进行国事访问。其间，两国元首就中美建设性战略稳定关系及重大国际地区问题深入交换意见，达成八点成果共识，包括：</p><p style=\"text-align: justify;\">一、双方同意构建“基于尊重、公平、对等的中美建设性战略稳定关系”。</p><p style=\"text-align: justify;\">二、双方同意相互支持对方办好亚太经合组织（APEC）领导人非正式会议和二十国集团（G20）领导人峰会。两国元首有意出席对方主办的会议。</p><p style=\"text-align: justify;\">三、两国元首同意伊朗应履行不发展核武器的承诺，任何国家或机构都不得对国际水道征收通行费。</p><p style=\"text-align: justify;\">四、两国元首忆及中国和美国是二战盟友，并肩作战赢得战争胜利。</p><p style=\"text-align: justify;\">五、两国元首认可中美经贸磋商机制积极作用和双方经贸团队磋商成果，包括建立并推进贸易理事会等机制，达成“300亿美元”对等降税安排，延期吉隆坡经贸磋商成果等，并指示予以落实。</p><p style=\"text-align: justify;\">六、中美禁毒执法部门合作取得可视化成果。近期，双方密切合作，联合破获多起涉新精神活性物质及前体化学品案件，在两国抓获数十名相关犯罪嫌疑人。</p><p style=\"text-align: justify;\">七、双方同意建立中美人工智能对话，交流人工智能相关风险和惠益。下次对话将于今年11月举行。双方同意建立人工智能事件的沟通渠道。</p><p style=\"text-align: justify;\">八、美方欢迎中方租借给美国亚特兰大动物园的一对大熊猫抵美。</p><p style=\"text-align: justify;\">此外，中美两军还同意尽快签署加强危机沟通与预防的谅解备忘录，继续合作搜寻在华美军失踪人员遗骸。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e6588f1a1d8e32639b9a477b5e742995","relate_stocks":{},"source_url":"https://www.news.cn/20260926/afe6fbfdfaa74094b53a5f9c2ec1e772/c.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174796447","content_text":"据新华网，当地时间9月23日至25日，中国国家主席习近平对美国进行国事访问。其间，两国元首就中美建设性战略稳定关系及重大国际地区问题深入交换意见，达成八点成果共识，包括：一、双方同意构建“基于尊重、公平、对等的中美建设性战略稳定关系”。二、双方同意相互支持对方办好亚太经合组织（APEC）领导人非正式会议和二十国集团（G20）领导人峰会。两国元首有意出席对方主办的会议。三、两国元首同意伊朗应履行不发展核武器的承诺，任何国家或机构都不得对国际水道征收通行费。四、两国元首忆及中国和美国是二战盟友，并肩作战赢得战争胜利。五、两国元首认可中美经贸磋商机制积极作用和双方经贸团队磋商成果，包括建立并推进贸易理事会等机制，达成“300亿美元”对等降税安排，延期吉隆坡经贸磋商成果等，并指示予以落实。六、中美禁毒执法部门合作取得可视化成果。近期，双方密切合作，联合破获多起涉新精神活性物质及前体化学品案件，在两国抓获数十名相关犯罪嫌疑人。七、双方同意建立中美人工智能对话，交流人工智能相关风险和惠益。下次对话将于今年11月举行。双方同意建立人工智能事件的沟通渠道。八、美方欢迎中方租借给美国亚特兰大动物园的一对大熊猫抵美。此外，中美两军还同意尽快签署加强危机沟通与预防的谅解备忘录，继续合作搜寻在华美军失踪人员遗骸。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608068997603472,"gmtCreate":1789477956847,"gmtModify":1789477959213,"author":{"id":"3499125764400868","authorId":"3499125764400868","name":"李韭菜","avatar":"https://static.tigerbbs.com/8da932c61aa31bda8d20a26bfd6be99c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499125764400868","idStr":"3499125764400868"},"themes":[],"title":"","htmlText":"裁员其实是利好才对啊","listText":"裁员其实是利好才对啊","text":"裁员其实是利好才对啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608068997603472","repostId":"2667696054","repostType":2,"repost":{"id":"2667696054","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1789423478,"share":"https://www.laohunote.com/m/news/2667696054?lang=zh_CN&edition=full","pubTime":"2026-09-15 06:04","market":"us","language":"zh","title":"甲骨文的AI账本同时做两道减法：裁员13%落地、创始人取消逾75亿美元减持计划","url":"https://stock-news.laohu8.com/highlight/detail?id=2667696054","media":"华尔街见闻","summary":"甲骨文正以削减人力成本换取AI基础设施扩张的资金空间，但华尔街对这一策略的回报前景仍存疑虑。9月14日，据《商业内幕》获得的内部邮件及三名受影响员工陈述，甲骨文于周一正式启动新一轮裁员，部分团队裁员比例达两位数。消息传出后，甲骨文股价当日一度重挫逾5%，随后跌幅收窄、收盘报144.72美元，年初至今累计跌幅约25%。该计划原本允许他在10月24日前出售最多5000万股甲骨文股票，价值约75亿美元。","content":"<html><head></head><body><p style=\"text-align: left;\">甲骨文正以削减人力成本换取AI基础设施扩张的资金空间，但华尔街对这一策略的回报前景仍存疑虑。</p><p style=\"text-align: left;\">9月14日，据《商业内幕》获得的内部邮件及三名受影响员工陈述，<strong>甲骨文于周一正式启动新一轮裁员，部分团队裁员比例达两位数。</strong></p><p style=\"text-align: left;\">消息传出后，甲骨文股价当日一度重挫逾5%，随后跌幅收窄、收盘报144.72美元，年初至今累计跌幅约25%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7fe52966f3f66200309acdebb5cd900\" data-align=\"center\" tg-width=\"1024\" tg-height=\"542\"/><span></span></p><p style=\"text-align: left;\">此轮裁员是甲骨文今年以来数轮削减的延续。甲骨文上周五披露，公司已扩大正在进行的企业重组计划，追加7亿美元用于员工离职补偿及裁员支出，以应对大举投资AI基础设施带来的财务压力。</p><h2 style=\"text-align: left;\">裁员规模持续扩大，财年员工减少逾两万人</h2><p style=\"text-align: left;\">据近期提交的监管文件，在截至2026年5月31日的2026财年内，甲骨文员工总数已较上一财年同期减少约2.1万人，降幅约13%，期末员工规模约为14.1万人。</p><p style=\"text-align: left;\">周一，LinkedIn、Reddit及Blind等平台出现大量帖子，多名用户自称已受此轮裁员波及。此前报道称甲骨文已制定新一轮裁员计划，主要目标是压缩薪资成本。</p><p style=\"text-align: left;\"><strong>甲骨文首席财务官Hilary Maxson此前曾向分析师表示，内部的"简化与效率提升措施"是控制运营成本、保护利润率的核心举措。</strong></p><p style=\"text-align: left;\">削减人力成本的背后，是甲骨文在AI基础设施领域规模空前的资本押注。公司第一财季资本支出达285亿美元，远高于上年同期的85亿美元，且维持2027财年900亿至950亿美元资本支出预期不变。</p><p style=\"text-align: left;\">Hilary Maxson在业绩电话会上解释称，上述支出将直接用于采购AI机架、冷却系统及网络设备等供应商产品。为支撑这一扩张，甲骨文已通过大规模举债筹集<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元资金。</p><h2 style=\"text-align: left;\">华尔街存疑，估值能否重估取决于利润率转化</h2><p style=\"text-align: left;\">尽管甲骨文最新财报释放出部分积极信号，华尔街对其AI投资回报前景仍持审慎态度。</p><p style=\"text-align: left;\">摩根士丹利分析师Sanjit Singh在最新报告中维持甲骨文"中性"评级及210美元目标价。摩根士丹利表示，AI基础设施业务的毛利率与自由现金流转化，是决定甲骨文估值能否从"中性"转向"增持"的关键变量。</p><p style=\"text-align: left;\"><strong>与此同时，据9月11日的一份监管文件披露，甲骨文创始人Larry Ellison已取消一项于2026年6月22日采纳的10b5-1股票交易计划。</strong></p><p style=\"text-align: left;\"><strong>该计划原本允许他在10月24日前出售最多5000万股甲骨文股票，价值约75亿美元。</strong>甲骨文确认Ellison未出售任何股份，但目前尚未公开说明取消计划的原因，亦未披露任何替代出售方案。</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>甲骨文的AI账本同时做两道减法：裁员13%落地、创始人取消逾75亿美元减持计划</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甲骨文的AI账本同时做两道减法：裁员13%落地、创始人取消逾75亿美元减持计划\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-09-15 06:04</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;\">甲骨文正以削减人力成本换取AI基础设施扩张的资金空间，但华尔街对这一策略的回报前景仍存疑虑。</p><p style=\"text-align: left;\">9月14日，据《商业内幕》获得的内部邮件及三名受影响员工陈述，<strong>甲骨文于周一正式启动新一轮裁员，部分团队裁员比例达两位数。</strong></p><p style=\"text-align: left;\">消息传出后，甲骨文股价当日一度重挫逾5%，随后跌幅收窄、收盘报144.72美元，年初至今累计跌幅约25%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7fe52966f3f66200309acdebb5cd900\" data-align=\"center\" tg-width=\"1024\" tg-height=\"542\"/><span></span></p><p style=\"text-align: left;\">此轮裁员是甲骨文今年以来数轮削减的延续。甲骨文上周五披露，公司已扩大正在进行的企业重组计划，追加7亿美元用于员工离职补偿及裁员支出，以应对大举投资AI基础设施带来的财务压力。</p><h2 style=\"text-align: left;\">裁员规模持续扩大，财年员工减少逾两万人</h2><p style=\"text-align: left;\">据近期提交的监管文件，在截至2026年5月31日的2026财年内，甲骨文员工总数已较上一财年同期减少约2.1万人，降幅约13%，期末员工规模约为14.1万人。</p><p style=\"text-align: left;\">周一，LinkedIn、Reddit及Blind等平台出现大量帖子，多名用户自称已受此轮裁员波及。此前报道称甲骨文已制定新一轮裁员计划，主要目标是压缩薪资成本。</p><p style=\"text-align: left;\"><strong>甲骨文首席财务官Hilary Maxson此前曾向分析师表示，内部的"简化与效率提升措施"是控制运营成本、保护利润率的核心举措。</strong></p><p style=\"text-align: left;\">削减人力成本的背后，是甲骨文在AI基础设施领域规模空前的资本押注。公司第一财季资本支出达285亿美元，远高于上年同期的85亿美元，且维持2027财年900亿至950亿美元资本支出预期不变。</p><p style=\"text-align: left;\">Hilary Maxson在业绩电话会上解释称，上述支出将直接用于采购AI机架、冷却系统及网络设备等供应商产品。为支撑这一扩张，甲骨文已通过大规模举债筹集<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元资金。</p><h2 style=\"text-align: left;\">华尔街存疑，估值能否重估取决于利润率转化</h2><p style=\"text-align: left;\">尽管甲骨文最新财报释放出部分积极信号，华尔街对其AI投资回报前景仍持审慎态度。</p><p style=\"text-align: left;\">摩根士丹利分析师Sanjit Singh在最新报告中维持甲骨文"中性"评级及210美元目标价。摩根士丹利表示，AI基础设施业务的毛利率与自由现金流转化，是决定甲骨文估值能否从"中性"转向"增持"的关键变量。</p><p style=\"text-align: left;\"><strong>与此同时，据9月11日的一份监管文件披露，甲骨文创始人Larry Ellison已取消一项于2026年6月22日采纳的10b5-1股票交易计划。</strong></p><p style=\"text-align: left;\"><strong>该计划原本允许他在10月24日前出售最多5000万股甲骨文股票，价值约75亿美元。</strong>甲骨文确认Ellison未出售任何股份，但目前尚未公开说明取消计划的原因，亦未披露任何替代出售方案。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1db558342113adfb8252dacb49e075e6","relate_stocks":{"ORCU":"2倍做多ORCL 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October"},"source_url":"https://wallstreetcn.com/articles/3781741","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2667696054","content_text":"甲骨文正以削减人力成本换取AI基础设施扩张的资金空间，但华尔街对这一策略的回报前景仍存疑虑。9月14日，据《商业内幕》获得的内部邮件及三名受影响员工陈述，甲骨文于周一正式启动新一轮裁员，部分团队裁员比例达两位数。消息传出后，甲骨文股价当日一度重挫逾5%，随后跌幅收窄、收盘报144.72美元，年初至今累计跌幅约25%。此轮裁员是甲骨文今年以来数轮削减的延续。甲骨文上周五披露，公司已扩大正在进行的企业重组计划，追加7亿美元用于员工离职补偿及裁员支出，以应对大举投资AI基础设施带来的财务压力。裁员规模持续扩大，财年员工减少逾两万人据近期提交的监管文件，在截至2026年5月31日的2026财年内，甲骨文员工总数已较上一财年同期减少约2.1万人，降幅约13%，期末员工规模约为14.1万人。周一，LinkedIn、Reddit及Blind等平台出现大量帖子，多名用户自称已受此轮裁员波及。此前报道称甲骨文已制定新一轮裁员计划，主要目标是压缩薪资成本。甲骨文首席财务官Hilary Maxson此前曾向分析师表示，内部的\"简化与效率提升措施\"是控制运营成本、保护利润率的核心举措。削减人力成本的背后，是甲骨文在AI基础设施领域规模空前的资本押注。公司第一财季资本支出达285亿美元，远高于上年同期的85亿美元，且维持2027财年900亿至950亿美元资本支出预期不变。Hilary Maxson在业绩电话会上解释称，上述支出将直接用于采购AI机架、冷却系统及网络设备等供应商产品。为支撑这一扩张，甲骨文已通过大规模举债筹集数百亿美元资金。华尔街存疑，估值能否重估取决于利润率转化尽管甲骨文最新财报释放出部分积极信号，华尔街对其AI投资回报前景仍持审慎态度。摩根士丹利分析师Sanjit 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若成功确认支撑，将标志C浪调整完结，反转上行目标指向1.618斐波那契位12.77美元 财报风险已释放，技术结构保持完美，企稳5美元后有望启动趋势反转 我们观察到价格本周在5美元关键技术共振区展开多空争夺该位置汇聚200日均线与0.618斐波那契双重元素，正是我们期待用于测试和确认支撑强度的理想区域。 若成功在此获得支撑确认，将标志着C浪调整正式完结，预计随后将展开趋势反转，上行目标仍锚定1.618斐波那契延伸位12.77美元。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"1\"></v-v> 技术分析指南 股价本周在5美元关键技术共振区(200日均线+0.618斐波那契)展开攻防 若成功确认支撑，将标志C浪调整完结，反转上行目标指向1.618斐波那契位12.77美元 财报风险已释放，技术结构保持完美，企稳5美元后有望启动趋势反转 我们观察到价格本周在5美元关键技术共振区展开多空争夺该位置汇聚200日均线与0.618斐波那契双重元素，正是我们期待用于测试和确认支撑强度的理想区域。 若成功在此获得支撑确认，将标志着C浪调整正式完结，预计随后将展开趋势反转，上行目标仍锚定1.618斐波那契延伸位12.77美元。","text":"$蔚来(NIO)$ 技术分析指南 股价本周在5美元关键技术共振区(200日均线+0.618斐波那契)展开攻防 若成功确认支撑，将标志C浪调整完结，反转上行目标指向1.618斐波那契位12.77美元 财报风险已释放，技术结构保持完美，企稳5美元后有望启动趋势反转 我们观察到价格本周在5美元关键技术共振区展开多空争夺该位置汇聚200日均线与0.618斐波那契双重元素，正是我们期待用于测试和确认支撑强度的理想区域。 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