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七风哥哥
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七风哥哥
七风哥哥
·
06-23
一群认知低的人不适合买马斯克的股票!
IPO之后借债!SpaceX首发投资级债券,200亿美元弹药押注AI未来
6月22日,据美国证交会文件,SpaceX开始发行无担保高级票据,将利用净收益偿还未偿还借款。
IPO之后借债!SpaceX首发投资级债券,200亿美元弹药押注AI未来
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七风哥哥
七风哥哥
·
06-10
跟华尔街见闻反着来就对了!!!
美国5月CPI同比4.2%创三年新高,核心CPI同比加速至2.9%,环比涨幅低于预期
6月10日,美国5月未季调CPI年率 4.2%,预期4.20%,前值3.80%;美国5月未季调核心CPI年率 2.9%,预期2.90%,前值2.80%;美国5月季调后CPI月率 0.5%,预期0.50%,前值0.60%;美国5月季调后核心CPI月率 0.2%,预期0.30%,前值0.40%。
美国5月CPI同比4.2%创三年新高,核心CPI同比加速至2.9%,环比涨幅低于预期
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七风哥哥
七风哥哥
·
06-10
$美光科技(MU)$
各位打死别下车,要发车了!财报肯定一定很炸裂[财迷]
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七风哥哥
七风哥哥
·
06-10
$美光科技(MU)$
各位还没进场的基本肯定已经错过最低点了[流泪]
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七风哥哥
七风哥哥
·
06-05
$Circle Internet Corp.(CRCL)$
加息对你有好处塞,你跌个毛线啊!
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七风哥哥
七风哥哥
·
05-05
$2倍做多CRCL ETF-Leverage Shares(CRCG)$
落袋为安[财迷]
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七风哥哥
七风哥哥
·
04-16
如果比拼吹牛比赛,中国一定稳拿第一[笑哭]
俞浩称追觅明年进入世界五百强,最年轻世界五百强!宁德时代一季度日赚2.3亿!宝马中国疑内涵友商:车还没造,先跑百万公里…
·俞浩称追觅明年进入世界五百强· 宁德时代一季度日赚2.3亿· 宝马中国发布视频疑似内涵友商· Claude要求用户上传身份证件· 特斯拉AI5芯片流片俞浩称追觅明年进入世界五百强追觅科技创始人兼CEO@俞浩-爱送黄金 发文表示:十年,从0到世界五百强!这相当于该公司一季度每天净赚2.3亿元。本次实际派发A股现金分红总额约304.45亿元。
俞浩称追觅明年进入世界五百强,最年轻世界五百强!宁德时代一季度日赚2.3亿!宝马中国疑内涵友商:车还没造,先跑百万公里…
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七风哥哥
七风哥哥
·
04-14
$闪迪(SNDK)$
始终要人接盘[笑哭]
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七风哥哥
七风哥哥
·
03-27
$闪迪(SNDK)$
看多!!! 兄弟们大家一起干死空头!!!
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七风哥哥
七风哥哥
·
03-27
$闪迪(SNDK)$
看多!!! 看来今天空头要压到600以下!下周就好了!!!
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20:15","market":"us","language":"zh","title":"IPO之后借债!SpaceX首发投资级债券,200亿美元弹药押注AI未来","url":"https://stock-news.laohu8.com/highlight/detail?id=1126265266","media":"华尔街见闻","summary":"6月22日,据美国证交会文件,SpaceX开始发行无担保高级票据,将利用净收益偿还未偿还借款。","content":"<html><head></head><body><blockquote><p>SpaceX启动首次投资级债券发行,预计融资规模至少200亿美元,主要用于偿还过桥贷款、优化债务结构。公司在完成750亿美元IPO后加速资本布局,三大评级机构授予投资级评级,为后续大规模融资铺路,并为AI业务扩张提供资金支持。</p></blockquote><p style=\"text-align: left;\">SpaceX正式启动其首次投资级债券发行,标志着这家埃隆·马斯克旗下的火箭、卫星与人工智能综合企业在完成创纪录IPO后,迈出大规模融资的第一步。</p><p style=\"text-align: left;\">据SpaceX于6月22日提交的8-K文件,公司已启动首批高级无担保票据的发行程序,并注明"以市场条件及其他因素为前提"。<strong>此次发行规模预计至少达200亿美元,所募资金将主要用于偿还一笔规模相当的临时过桥贷款。</strong></p><p style=\"text-align: left;\">此次发债消息公布前,SpaceX已于上周获得三大主要评级机构的投资级信用评级,为其以更低成本进入债券市场铺平道路。<strong>市场人士普遍将此次发行视为SpaceX在完成750亿美元创纪录IPO后,为支撑其人工智能雄心而展开大规模举债的序幕。</strong></p><h2 id=\"id_1667750878\" style=\"text-align: left;\">五大行联合承销,周一启动投资者路演</h2><p style=\"text-align: left;\">据一位知情人士透露(因未获授权公开发言,要求匿名),SpaceX已委托美银、花旗、高盛、摩根大通及摩根士丹利五家银行安排投资者电话会议,时间定于周一。上述五家银行正是此前为SpaceX提供临时过桥融资的机构。</p><p style=\"text-align: left;\">此次发行的票据为高级无担保债务,与SpaceX现有及未来所有非次级债务、负债及其他义务在还款顺序上享有同等地位。</p><h2 id=\"id_2664684229\" style=\"text-align: left;\">偿还过桥贷款,化解长期债务压力</h2><p style=\"text-align: left;\">此次募资的核心用途在于置换SpaceX现有的临时过桥贷款。据彭博报道,<strong>该过桥贷款规模约200亿美元,构成SpaceX共计291亿美元长期债务的主体部分。</strong></p><p style=\"text-align: left;\">通过将短期过桥融资转换为期限更长的投资级债券,SpaceX得以优化其债务结构,降低再融资风险,并锁定相对稳定的长期资金成本。</p><h2 id=\"id_3102902528\" style=\"text-align: left;\">三大评级机构均授予投资级,评级略有差异</h2><p style=\"text-align: left;\">上周,穆迪、惠誉及标普三大评级机构相继对SpaceX给出投资级评级,均落于BBB级区间,但具体评级存在细微差异。</p><p style=\"text-align: left;\">穆迪给予Baa1评级,惠誉给予BBB+评级,两者均高于垃圾级三个档次;标普则给予BBB评级,较前两家低一个子级。三大机构的评级结果为SpaceX进入投资级债券市场提供了关键背书,有助于吸引更广泛的机构投资者群体,并压低融资成本。</p><h2 id=\"id_83290134\" style=\"text-align: left;\">IPO之后,AI雄心驱动大规模举债</h2><p style=\"text-align: left;\">此次债券发行是SpaceX完成750亿美元IPO后资本运作的重要组成部分。彭博此前报道,此次发行预计仅是SpaceX大规模举债计划的开端,后续融资将为公司的人工智能业务扩张提供弹药。</p><p style=\"text-align: left;\">作为一家横跨火箭发射、卫星互联网与人工智能的综合性企业,SpaceX正寻求通过资本市场为其雄心勃勃的技术投资计划提供持续资金支持。</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>IPO之后借债!SpaceX首发投资级债券,200亿美元弹药押注AI未来</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\">\nIPO之后借债!SpaceX首发投资级债券,200亿美元弹药押注AI未来\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\">2026-06-22 20:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>SpaceX启动首次投资级债券发行,预计融资规模至少200亿美元,主要用于偿还过桥贷款、优化债务结构。公司在完成750亿美元IPO后加速资本布局,三大评级机构授予投资级评级,为后续大规模融资铺路,并为AI业务扩张提供资金支持。</p></blockquote><p style=\"text-align: left;\">SpaceX正式启动其首次投资级债券发行,标志着这家埃隆·马斯克旗下的火箭、卫星与人工智能综合企业在完成创纪录IPO后,迈出大规模融资的第一步。</p><p style=\"text-align: left;\">据SpaceX于6月22日提交的8-K文件,公司已启动首批高级无担保票据的发行程序,并注明"以市场条件及其他因素为前提"。<strong>此次发行规模预计至少达200亿美元,所募资金将主要用于偿还一笔规模相当的临时过桥贷款。</strong></p><p style=\"text-align: left;\">此次发债消息公布前,SpaceX已于上周获得三大主要评级机构的投资级信用评级,为其以更低成本进入债券市场铺平道路。<strong>市场人士普遍将此次发行视为SpaceX在完成750亿美元创纪录IPO后,为支撑其人工智能雄心而展开大规模举债的序幕。</strong></p><h2 id=\"id_1667750878\" style=\"text-align: left;\">五大行联合承销,周一启动投资者路演</h2><p style=\"text-align: left;\">据一位知情人士透露(因未获授权公开发言,要求匿名),SpaceX已委托美银、花旗、高盛、摩根大通及摩根士丹利五家银行安排投资者电话会议,时间定于周一。上述五家银行正是此前为SpaceX提供临时过桥融资的机构。</p><p style=\"text-align: left;\">此次发行的票据为高级无担保债务,与SpaceX现有及未来所有非次级债务、负债及其他义务在还款顺序上享有同等地位。</p><h2 id=\"id_2664684229\" style=\"text-align: left;\">偿还过桥贷款,化解长期债务压力</h2><p style=\"text-align: left;\">此次募资的核心用途在于置换SpaceX现有的临时过桥贷款。据彭博报道,<strong>该过桥贷款规模约200亿美元,构成SpaceX共计291亿美元长期债务的主体部分。</strong></p><p style=\"text-align: left;\">通过将短期过桥融资转换为期限更长的投资级债券,SpaceX得以优化其债务结构,降低再融资风险,并锁定相对稳定的长期资金成本。</p><h2 id=\"id_3102902528\" style=\"text-align: left;\">三大评级机构均授予投资级,评级略有差异</h2><p style=\"text-align: left;\">上周,穆迪、惠誉及标普三大评级机构相继对SpaceX给出投资级评级,均落于BBB级区间,但具体评级存在细微差异。</p><p style=\"text-align: left;\">穆迪给予Baa1评级,惠誉给予BBB+评级,两者均高于垃圾级三个档次;标普则给予BBB评级,较前两家低一个子级。三大机构的评级结果为SpaceX进入投资级债券市场提供了关键背书,有助于吸引更广泛的机构投资者群体,并压低融资成本。</p><h2 id=\"id_83290134\" style=\"text-align: left;\">IPO之后,AI雄心驱动大规模举债</h2><p style=\"text-align: left;\">此次债券发行是SpaceX完成750亿美元IPO后资本运作的重要组成部分。彭博此前报道,此次发行预计仅是SpaceX大规模举债计划的开端,后续融资将为公司的人工智能业务扩张提供弹药。</p><p style=\"text-align: left;\">作为一家横跨火箭发射、卫星互联网与人工智能的综合性企业,SpaceX正寻求通过资本市场为其雄心勃勃的技术投资计划提供持续资金支持。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f16a7a67d0d2e6f1e72c43b8fe10d226","relate_stocks":{"SPCM":"2倍做多SpaceX ETF-Tradr","SPCX":"SPAC and New Issue ETF","SPCG":"2倍做空SpaceX ETF-Tradr","SPCU":"2倍做多SpaceX ETF-Defiance","SNK":"2倍做空SpaceX ETF-GraniteShares","LOFF":"2倍做多SpaceX ETF-Direxion","SSPC":"2倍做空SpaceX ETF-Leverage Shares","SPCQ":"2倍做空SpaceX ETF-Defiance","SPCH":"2倍做多SpaceX ETF-Leverage Shares","SPAL":"2倍做多Space X ETF-GraniteShares","SPAX":"2倍做多SPACEX ETF-T-REX","SPCF":"2倍做多SpaceX ETF-ProShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126265266","content_text":"SpaceX启动首次投资级债券发行,预计融资规模至少200亿美元,主要用于偿还过桥贷款、优化债务结构。公司在完成750亿美元IPO后加速资本布局,三大评级机构授予投资级评级,为后续大规模融资铺路,并为AI业务扩张提供资金支持。SpaceX正式启动其首次投资级债券发行,标志着这家埃隆·马斯克旗下的火箭、卫星与人工智能综合企业在完成创纪录IPO后,迈出大规模融资的第一步。据SpaceX于6月22日提交的8-K文件,公司已启动首批高级无担保票据的发行程序,并注明\"以市场条件及其他因素为前提\"。此次发行规模预计至少达200亿美元,所募资金将主要用于偿还一笔规模相当的临时过桥贷款。此次发债消息公布前,SpaceX已于上周获得三大主要评级机构的投资级信用评级,为其以更低成本进入债券市场铺平道路。市场人士普遍将此次发行视为SpaceX在完成750亿美元创纪录IPO后,为支撑其人工智能雄心而展开大规模举债的序幕。五大行联合承销,周一启动投资者路演据一位知情人士透露(因未获授权公开发言,要求匿名),SpaceX已委托美银、花旗、高盛、摩根大通及摩根士丹利五家银行安排投资者电话会议,时间定于周一。上述五家银行正是此前为SpaceX提供临时过桥融资的机构。此次发行的票据为高级无担保债务,与SpaceX现有及未来所有非次级债务、负债及其他义务在还款顺序上享有同等地位。偿还过桥贷款,化解长期债务压力此次募资的核心用途在于置换SpaceX现有的临时过桥贷款。据彭博报道,该过桥贷款规模约200亿美元,构成SpaceX共计291亿美元长期债务的主体部分。通过将短期过桥融资转换为期限更长的投资级债券,SpaceX得以优化其债务结构,降低再融资风险,并锁定相对稳定的长期资金成本。三大评级机构均授予投资级,评级略有差异上周,穆迪、惠誉及标普三大评级机构相继对SpaceX给出投资级评级,均落于BBB级区间,但具体评级存在细微差异。穆迪给予Baa1评级,惠誉给予BBB+评级,两者均高于垃圾级三个档次;标普则给予BBB评级,较前两家低一个子级。三大机构的评级结果为SpaceX进入投资级债券市场提供了关键背书,有助于吸引更广泛的机构投资者群体,并压低融资成本。IPO之后,AI雄心驱动大规模举债此次债券发行是SpaceX完成750亿美元IPO后资本运作的重要组成部分。彭博此前报道,此次发行预计仅是SpaceX大规模举债计划的开端,后续融资将为公司的人工智能业务扩张提供弹药。作为一家横跨火箭发射、卫星互联网与人工智能的综合性企业,SpaceX正寻求通过资本市场为其雄心勃勃的技术投资计划提供持续资金支持。","news_type":1,"symbols_score_info":{"SPCG":0.6,"SPCF":0.6,"SPCH":0.6,"SPCU":0.6,"SPCQ":0.6,"SPAX":0.6,"SPCM":0.6,"SPCX":1,"SNK":0.6,"SSPC":0.6,"LOFF":0.6,"SPAL":0.6}},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573714928629592,"gmtCreate":1781096771404,"gmtModify":1781097226570,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3500646460202211","idStr":"3500646460202211"},"themes":[],"title":"","htmlText":"跟华尔街见闻反着来就对了!!!","listText":"跟华尔街见闻反着来就对了!!!","text":"跟华尔街见闻反着来就对了!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/573714928629592","repostId":"1186938648","repostType":2,"repost":{"id":"1186938648","kind":"news","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":1781094635,"share":"https://www.laohu8.com/m/news/1186938648?lang=zh_CN&edition=full","pubTime":"2026-06-10 20:30","market":"fut","language":"zh","title":"美国5月CPI同比4.2%创三年新高,核心CPI同比加速至2.9%,环比涨幅低于预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1186938648","media":"华尔街见闻","summary":"6月10日,美国5月未季调CPI年率 4.2%,预期4.20%,前值3.80%;美国5月未季调核心CPI年率 2.9%,预期2.90%,前值2.80%;美国5月季调后CPI月率 0.5%,预期0.50%,前值0.60%;美国5月季调后核心CPI月率 0.2%,预期0.30%,前值0.40%。","content":"<html><head></head><body><blockquote><p>市场预测美联储年底前累计加息约26个基点,与数据公布前相比变化不大。</p></blockquote><p style=\"text-align: justify;\">美国通胀在能源价格冲击下再度升温,但衡量潜在通胀压力的核心指标表现温和,为美联储货币政策走向留下解读空间。</p><p style=\"text-align: justify;\">美国劳工统计局周三公布数据显示,<strong>5月消费者价格指数(CPI)同比上涨4.2%,为2023年初以来最高水平</strong>,符合市场预期,这也标志着CPI通胀三年来首次突破4%关口。推动整体通胀走高的主要因素是伊朗战争引发的能源价格上涨。环比0.5%持平预期,略低于前值0.6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1043c9ea39837c5066f3ad7f421b3119\" tg-width=\"1024\" tg-height=\"666\"/></p><p style=\"text-align: justify;\"><strong>"新美联储通讯社"Nick Timiraos分析指出,以三个月年化计算,5月CPI整体涨幅高达8.2%</strong>;整体CPI环比上涨0.47%,年化涨幅约5.8%,使得12个月涨幅达到4.2%,创三年来新高。</p><p style=\"text-align: justify;\"><strong>核心CPI方面,5月同比上涨2.9%</strong>,与预期持平,较前值2.8%小幅抬升;<strong>环比涨幅为0.2%,低于市场预期的0.3%,并较前值0.4%明显放缓。</strong>核心通胀虽表现温和,但<strong>美国实际工资已出现2023年4月以来首次同比负增长,令消费者处境雪上加霜。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5686cb80151826f6a5dfd71191157487\" tg-width=\"1024\" tg-height=\"673\"/></p><p style=\"text-align: left;\">数据公布后,美股期货跌幅收窄,美债收益率小幅走低。</p><p style=\"text-align: justify;\">核心通胀的温和表现未能实质性改变市场对美联储政策路径的整体预期。<strong>联储挂钩隔夜指数掉期(Fed-dated OIS)目前定价显示美联储年底前累计加息约26个基点,与数据公布前相比变化不大。</strong></p><h2 id=\"61c87777\">能源主导通胀,核心分项走势分化</h2><p style=\"text-align: justify;\">5月CPI环比上涨0.5%,同比升至4.2%,符合市场预期,亦是自2023年4月以来首次突破4%。</p><p style=\"text-align: justify;\">能源分项5月环比上涨3.9%,继续延续前月涨势。据彭博报道,伊朗战争推升了油价,是本轮能源通胀的直接触发因素。即便冲突短期内得到解决,油价仍需等待产量恢复正常后才有望回落;与此同时,化肥市场受扰或推高粮食价格,运输成本上升也可能向各类消费品传导。</p><p style=\"text-align: justify;\">食品分项环比上涨0.2%,其中家庭食品环比涨0.1%,外出就餐涨0.3%,全年食品通胀率为3.1%。</p><p style=\"text-align: justify;\">核心商品价格在5月出现一年来首次环比下跌:家居用品及耗材下降0.042%,汽车运输商品(不含机油)下降0.49%,医疗保健商品下降0.54%,新车价格下降0.3%。</p><h2 id=\"4981a918\">核心服务加速,居住成本持续抬升</h2><p style=\"text-align: justify;\">尽管商品价格有所回落,核心服务成本却在持续加速,形成明显分化。</p><p style=\"text-align: justify;\">住房分项5月环比上涨0.3%,其中业主等价租金涨0.3%,房租涨0.4%,异地住宿上涨0.4%。通讯分项大幅反弹,环比上涨1.3%,此前4月曾下跌0.2%。航空票价环比上涨2.7%,个人护理上涨1.0%,医疗保健指数上涨0.3%,其中医院服务环比涨0.7%,但处方药下降0.9%。</p><p style=\"text-align: justify;\">另一方面,汽车保险分项环比下降1.7%,家居用品及运营下降0.6%,是少数出现价格回落的核心服务项目。</p><h2 id=\"775330af\">实际工资缩水,消费者承压</h2><p style=\"text-align: justify;\">通胀加速最直接的影响是实际购买力的下滑。</p><p style=\"text-align: justify;\">5月数据显示,美国实际工资同比出现负增长,这是自2023年4月以来的首次,意味着名义工资涨幅已被通胀完全吞噬。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/925975e8fea1af549c81d4750a476b73\" tg-width=\"1024\" tg-height=\"673\"/></p><p style=\"text-align: justify;\">交通服务、健康保险及新车价格在5月均有所回落,报告细节呈现出一定程度的温和面。然而,经济学家普遍认为,这对消费者而言只是有限的安慰,因为后续价格上涨的空间依然存在。</p><p style=\"text-align: justify;\">物价上涨与薪资增长乏力的双重压力,令家庭预算进一步紧张,消费者信心跌至历史低位,这一情况预计将在11月的中期选举中成为焦点。</p><h2 id=\"4\">历史视角:4%通胀并非史无前例,但近三十年已属罕见</h2><p style=\"text-align: justify;\">美银首席策略师Michael Hartnett此前警告,若5月CPI环比涨幅超过0.4%,美国CPI同比将突破4%,并有可能在中期选举前进一步升至5%,届时风险资产将面临明显压力。</p><p style=\"text-align: justify;\">历史数据显示,<strong>过去100年中,CPI一旦突破4%,标普500指数在随后3个月平均下跌4%,随后6个月平均下跌7%。</strong></p><p style=\"text-align: justify;\">德意志银行策略师Jim Reid则提供了更长周期的视角:<strong>从过去一个世纪的月度数据来看,超过四分之一的观测值曾高于4%,通胀上行本非罕见。这类高通胀时期往往集中出现,包括二战前后、1970年代以及新冠疫情后的短暂冲击阶段。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e080159789044b2cfbb4d13beeecf7f0\" tg-width=\"1024\" tg-height=\"558\"/></p><p style=\"text-align: justify;\">然而,1992年以来,83%的月度观测值稳定在1%至4%区间内,仅10%超过4%。对大多数市场参与者而言,4%以上的通胀已成为例外而非常态。</p><h2 id=\"19ff649a\">长期通胀中枢或难复低位</h2><p style=\"text-align: justify;\">核心问题在于:未来的通胀格局究竟更接近过去35年的低通胀常态,还是过去105年的历史全貌?</p><p style=\"text-align: justify;\">Jim Reid指出,过去数十年的低通胀环境受益于一系列异常有利且难以复制的全球性因素。因此,以过去一个世纪而非过去数十年作为参照,或许将是更具前瞻性的分析框架。</p><p style=\"text-align: justify;\">目前尚无迹象显示通胀将失控性上行,但供应链格局变化、地缘政治风险以及大宗商品市场的持续波动,均意味着通胀中枢系统性回落的条件已不复当年。对于美联储而言,如何在经济增长与价格稳定之间重新校准政策立场,将是下半年政策讨论的核心议题。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国5月CPI同比4.2%创三年新高,核心CPI同比加速至2.9%,环比涨幅低于预期</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美国5月CPI同比4.2%创三年新高,核心CPI同比加速至2.9%,环比涨幅低于预期\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\">2026-06-10 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>市场预测美联储年底前累计加息约26个基点,与数据公布前相比变化不大。</p></blockquote><p style=\"text-align: justify;\">美国通胀在能源价格冲击下再度升温,但衡量潜在通胀压力的核心指标表现温和,为美联储货币政策走向留下解读空间。</p><p style=\"text-align: justify;\">美国劳工统计局周三公布数据显示,<strong>5月消费者价格指数(CPI)同比上涨4.2%,为2023年初以来最高水平</strong>,符合市场预期,这也标志着CPI通胀三年来首次突破4%关口。推动整体通胀走高的主要因素是伊朗战争引发的能源价格上涨。环比0.5%持平预期,略低于前值0.6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1043c9ea39837c5066f3ad7f421b3119\" tg-width=\"1024\" tg-height=\"666\"/></p><p style=\"text-align: justify;\"><strong>"新美联储通讯社"Nick Timiraos分析指出,以三个月年化计算,5月CPI整体涨幅高达8.2%</strong>;整体CPI环比上涨0.47%,年化涨幅约5.8%,使得12个月涨幅达到4.2%,创三年来新高。</p><p style=\"text-align: justify;\"><strong>核心CPI方面,5月同比上涨2.9%</strong>,与预期持平,较前值2.8%小幅抬升;<strong>环比涨幅为0.2%,低于市场预期的0.3%,并较前值0.4%明显放缓。</strong>核心通胀虽表现温和,但<strong>美国实际工资已出现2023年4月以来首次同比负增长,令消费者处境雪上加霜。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5686cb80151826f6a5dfd71191157487\" tg-width=\"1024\" tg-height=\"673\"/></p><p style=\"text-align: left;\">数据公布后,美股期货跌幅收窄,美债收益率小幅走低。</p><p style=\"text-align: justify;\">核心通胀的温和表现未能实质性改变市场对美联储政策路径的整体预期。<strong>联储挂钩隔夜指数掉期(Fed-dated OIS)目前定价显示美联储年底前累计加息约26个基点,与数据公布前相比变化不大。</strong></p><h2 id=\"61c87777\">能源主导通胀,核心分项走势分化</h2><p style=\"text-align: justify;\">5月CPI环比上涨0.5%,同比升至4.2%,符合市场预期,亦是自2023年4月以来首次突破4%。</p><p style=\"text-align: justify;\">能源分项5月环比上涨3.9%,继续延续前月涨势。据彭博报道,伊朗战争推升了油价,是本轮能源通胀的直接触发因素。即便冲突短期内得到解决,油价仍需等待产量恢复正常后才有望回落;与此同时,化肥市场受扰或推高粮食价格,运输成本上升也可能向各类消费品传导。</p><p style=\"text-align: justify;\">食品分项环比上涨0.2%,其中家庭食品环比涨0.1%,外出就餐涨0.3%,全年食品通胀率为3.1%。</p><p style=\"text-align: justify;\">核心商品价格在5月出现一年来首次环比下跌:家居用品及耗材下降0.042%,汽车运输商品(不含机油)下降0.49%,医疗保健商品下降0.54%,新车价格下降0.3%。</p><h2 id=\"4981a918\">核心服务加速,居住成本持续抬升</h2><p style=\"text-align: justify;\">尽管商品价格有所回落,核心服务成本却在持续加速,形成明显分化。</p><p style=\"text-align: justify;\">住房分项5月环比上涨0.3%,其中业主等价租金涨0.3%,房租涨0.4%,异地住宿上涨0.4%。通讯分项大幅反弹,环比上涨1.3%,此前4月曾下跌0.2%。航空票价环比上涨2.7%,个人护理上涨1.0%,医疗保健指数上涨0.3%,其中医院服务环比涨0.7%,但处方药下降0.9%。</p><p style=\"text-align: justify;\">另一方面,汽车保险分项环比下降1.7%,家居用品及运营下降0.6%,是少数出现价格回落的核心服务项目。</p><h2 id=\"775330af\">实际工资缩水,消费者承压</h2><p style=\"text-align: justify;\">通胀加速最直接的影响是实际购买力的下滑。</p><p style=\"text-align: justify;\">5月数据显示,美国实际工资同比出现负增长,这是自2023年4月以来的首次,意味着名义工资涨幅已被通胀完全吞噬。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/925975e8fea1af549c81d4750a476b73\" tg-width=\"1024\" tg-height=\"673\"/></p><p style=\"text-align: justify;\">交通服务、健康保险及新车价格在5月均有所回落,报告细节呈现出一定程度的温和面。然而,经济学家普遍认为,这对消费者而言只是有限的安慰,因为后续价格上涨的空间依然存在。</p><p style=\"text-align: justify;\">物价上涨与薪资增长乏力的双重压力,令家庭预算进一步紧张,消费者信心跌至历史低位,这一情况预计将在11月的中期选举中成为焦点。</p><h2 id=\"4\">历史视角:4%通胀并非史无前例,但近三十年已属罕见</h2><p style=\"text-align: justify;\">美银首席策略师Michael Hartnett此前警告,若5月CPI环比涨幅超过0.4%,美国CPI同比将突破4%,并有可能在中期选举前进一步升至5%,届时风险资产将面临明显压力。</p><p style=\"text-align: justify;\">历史数据显示,<strong>过去100年中,CPI一旦突破4%,标普500指数在随后3个月平均下跌4%,随后6个月平均下跌7%。</strong></p><p style=\"text-align: justify;\">德意志银行策略师Jim Reid则提供了更长周期的视角:<strong>从过去一个世纪的月度数据来看,超过四分之一的观测值曾高于4%,通胀上行本非罕见。这类高通胀时期往往集中出现,包括二战前后、1970年代以及新冠疫情后的短暂冲击阶段。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e080159789044b2cfbb4d13beeecf7f0\" tg-width=\"1024\" tg-height=\"558\"/></p><p style=\"text-align: justify;\">然而,1992年以来,83%的月度观测值稳定在1%至4%区间内,仅10%超过4%。对大多数市场参与者而言,4%以上的通胀已成为例外而非常态。</p><h2 id=\"19ff649a\">长期通胀中枢或难复低位</h2><p style=\"text-align: justify;\">核心问题在于:未来的通胀格局究竟更接近过去35年的低通胀常态,还是过去105年的历史全貌?</p><p style=\"text-align: justify;\">Jim Reid指出,过去数十年的低通胀环境受益于一系列异常有利且难以复制的全球性因素。因此,以过去一个世纪而非过去数十年作为参照,或许将是更具前瞻性的分析框架。</p><p style=\"text-align: justify;\">目前尚无迹象显示通胀将失控性上行,但供应链格局变化、地缘政治风险以及大宗商品市场的持续波动,均意味着通胀中枢系统性回落的条件已不复当年。对于美联储而言,如何在经济增长与价格稳定之间重新校准政策立场,将是下半年政策讨论的核心议题。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/df74a3173019df9d7cecb61fc0d78eea","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186938648","content_text":"市场预测美联储年底前累计加息约26个基点,与数据公布前相比变化不大。美国通胀在能源价格冲击下再度升温,但衡量潜在通胀压力的核心指标表现温和,为美联储货币政策走向留下解读空间。美国劳工统计局周三公布数据显示,5月消费者价格指数(CPI)同比上涨4.2%,为2023年初以来最高水平,符合市场预期,这也标志着CPI通胀三年来首次突破4%关口。推动整体通胀走高的主要因素是伊朗战争引发的能源价格上涨。环比0.5%持平预期,略低于前值0.6%。\"新美联储通讯社\"Nick Timiraos分析指出,以三个月年化计算,5月CPI整体涨幅高达8.2%;整体CPI环比上涨0.47%,年化涨幅约5.8%,使得12个月涨幅达到4.2%,创三年来新高。核心CPI方面,5月同比上涨2.9%,与预期持平,较前值2.8%小幅抬升;环比涨幅为0.2%,低于市场预期的0.3%,并较前值0.4%明显放缓。核心通胀虽表现温和,但美国实际工资已出现2023年4月以来首次同比负增长,令消费者处境雪上加霜。数据公布后,美股期货跌幅收窄,美债收益率小幅走低。核心通胀的温和表现未能实质性改变市场对美联储政策路径的整体预期。联储挂钩隔夜指数掉期(Fed-dated OIS)目前定价显示美联储年底前累计加息约26个基点,与数据公布前相比变化不大。能源主导通胀,核心分项走势分化5月CPI环比上涨0.5%,同比升至4.2%,符合市场预期,亦是自2023年4月以来首次突破4%。能源分项5月环比上涨3.9%,继续延续前月涨势。据彭博报道,伊朗战争推升了油价,是本轮能源通胀的直接触发因素。即便冲突短期内得到解决,油价仍需等待产量恢复正常后才有望回落;与此同时,化肥市场受扰或推高粮食价格,运输成本上升也可能向各类消费品传导。食品分项环比上涨0.2%,其中家庭食品环比涨0.1%,外出就餐涨0.3%,全年食品通胀率为3.1%。核心商品价格在5月出现一年来首次环比下跌:家居用品及耗材下降0.042%,汽车运输商品(不含机油)下降0.49%,医疗保健商品下降0.54%,新车价格下降0.3%。核心服务加速,居住成本持续抬升尽管商品价格有所回落,核心服务成本却在持续加速,形成明显分化。住房分项5月环比上涨0.3%,其中业主等价租金涨0.3%,房租涨0.4%,异地住宿上涨0.4%。通讯分项大幅反弹,环比上涨1.3%,此前4月曾下跌0.2%。航空票价环比上涨2.7%,个人护理上涨1.0%,医疗保健指数上涨0.3%,其中医院服务环比涨0.7%,但处方药下降0.9%。另一方面,汽车保险分项环比下降1.7%,家居用品及运营下降0.6%,是少数出现价格回落的核心服务项目。实际工资缩水,消费者承压通胀加速最直接的影响是实际购买力的下滑。5月数据显示,美国实际工资同比出现负增长,这是自2023年4月以来的首次,意味着名义工资涨幅已被通胀完全吞噬。交通服务、健康保险及新车价格在5月均有所回落,报告细节呈现出一定程度的温和面。然而,经济学家普遍认为,这对消费者而言只是有限的安慰,因为后续价格上涨的空间依然存在。物价上涨与薪资增长乏力的双重压力,令家庭预算进一步紧张,消费者信心跌至历史低位,这一情况预计将在11月的中期选举中成为焦点。历史视角:4%通胀并非史无前例,但近三十年已属罕见美银首席策略师Michael Hartnett此前警告,若5月CPI环比涨幅超过0.4%,美国CPI同比将突破4%,并有可能在中期选举前进一步升至5%,届时风险资产将面临明显压力。历史数据显示,过去100年中,CPI一旦突破4%,标普500指数在随后3个月平均下跌4%,随后6个月平均下跌7%。德意志银行策略师Jim Reid则提供了更长周期的视角:从过去一个世纪的月度数据来看,超过四分之一的观测值曾高于4%,通胀上行本非罕见。这类高通胀时期往往集中出现,包括二战前后、1970年代以及新冠疫情后的短暂冲击阶段。然而,1992年以来,83%的月度观测值稳定在1%至4%区间内,仅10%超过4%。对大多数市场参与者而言,4%以上的通胀已成为例外而非常态。长期通胀中枢或难复低位核心问题在于:未来的通胀格局究竟更接近过去35年的低通胀常态,还是过去105年的历史全貌?Jim 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各位还没进场的基本肯定已经错过最低点了[流泪]","images":[{"img":"https://static.tigerbbs.com/b521cc23d2efaf1e437095b9143485ba","width":"1080","height":"2376"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":8,"repostSize":2,"link":"https://laohu8.com/post/573659895466256","isVote":1,"tweetType":1,"viewCount":4557,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496872214940139","authorId":"3496872214940139","name":"oneplus","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3496872214940139","idStr":"3496872214940139"},"content":"等晚上8点半靴子落地吧","text":"等晚上8点半靴子落地吧","html":"等晚上8点半靴子落地吧"},{"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3500646460202211","idStr":"3500646460202211"},"content":"Cpi核心环比0.2%!!!加息基本不可能了!!!","text":"Cpi核心环比0.2%!!!加息基本不可能了!!!","html":"Cpi核心环比0.2%!!!加息基本不可能了!!!"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":571984445796616,"gmtCreate":1780666958189,"gmtModify":1780667574682,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3500646460202211","idStr":"3500646460202211"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 加息对你有好处塞,你跌个毛线啊!","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 加息对你有好处塞,你跌个毛线啊!","text":"$Circle Internet Corp.(CRCL)$ 加息对你有好处塞,你跌个毛线啊!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/571984445796616","isVote":1,"tweetType":1,"viewCount":1581,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4102060026515790","authorId":"4102060026515790","name":"本采","avatar":"https://static.tigerbbs.com/03f38d9b815ccf557fabdc570a9174cc","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4102060026515790","idStr":"4102060026515790"},"content":"因为法案通过概率降低了,之前预期给的高","text":"因为法案通过概率降低了,之前预期给的高","html":"因为法案通过概率降低了,之前预期给的高"},{"author":{"id":"4121475382077130","authorId":"4121475382077130","name":"发发发財财财","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"4121475382077130","idStr":"4121475382077130"},"content":"服了,降息也跌 加息也跌","text":"服了,降息也跌 加息也跌","html":"服了,降息也跌 加息也跌"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560705586573464,"gmtCreate":1777922802088,"gmtModify":1777922805256,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3500646460202211","idStr":"3500646460202211"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRCG\">$2倍做多CRCL ETF-Leverage Shares(CRCG)$</a> 落袋为安[财迷] ","listText":"<a href=\"https://laohu8.com/S/CRCG\">$2倍做多CRCL ETF-Leverage Shares(CRCG)$</a> 落袋为安[财迷] ","text":"$2倍做多CRCL ETF-Leverage Shares(CRCG)$ 落袋为安[财迷]","images":[{"img":"https://static.tigerbbs.com/058b710ee25f55f2cb77375fe729d269","width":"1074","height":"1644"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560705586573464","isVote":1,"tweetType":1,"viewCount":1348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":554210903332456,"gmtCreate":1776339985787,"gmtModify":1776339988604,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3500646460202211","idStr":"3500646460202211"},"themes":[],"title":"","htmlText":"如果比拼吹牛比赛,中国一定稳拿第一[笑哭] ","listText":"如果比拼吹牛比赛,中国一定稳拿第一[笑哭] ","text":"如果比拼吹牛比赛,中国一定稳拿第一[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554210903332456","repostId":"2627299347","repostType":2,"repost":{"id":"2627299347","kind":"news","pubTimestamp":1776332100,"share":"https://www.laohu8.com/m/news/2627299347?lang=zh_CN&edition=full","pubTime":"2026-04-16 17:35","market":"hk","language":"zh","title":"俞浩称追觅明年进入世界五百强,最年轻世界五百强!宁德时代一季度日赚2.3亿!宝马中国疑内涵友商:车还没造,先跑百万公里…","url":"https://stock-news.laohu8.com/highlight/detail?id=2627299347","media":"新浪科技","summary":"·俞浩称追觅明年进入世界五百强· 宁德时代一季度日赚2.3亿· 宝马中国发布视频疑似内涵友商· Claude要求用户上传身份证件· 特斯拉AI5芯片流片俞浩称追觅明年进入世界五百强追觅科技创始人兼CEO@俞浩-爱送黄金 发文表示:十年,从0到世界五百强!这相当于该公司一季度每天净赚2.3亿元。本次实际派发A股现金分红总额约304.45亿元。","content":"<html><body><div>\n<div><img cms-height=\"380.5\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20260416/87/w1080h607/20260416/c21d-b61949d16f2ab37797116ec3a0dcd68b.jpg\"/><span></span></div><div><img cms-height=\"16.9219\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20260416/307/w1080h27/20260416/586c-8e88e2e9da455fc2123960753661c3b2.png\"/><span></span></div><div><img cms-height=\"92.4531\" cms-width=\"338.5\" src=\"http://n.sinaimg.cn/spider20260416/575/w1080h295/20260416/f329-f3f07b60d1cc9102672dd9a2482e2f39.png\"/><span></span></div><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L strong-Bold color240\"><font cms-style=\"font-L strong-Bold color240\">· </font></font></font><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L strong-Bold color240\"><font cms-style=\"font-L strong-Bold color240\">俞浩称追觅明年进入世界五百强</font></font></font></p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold color240\">· <span><a href=\"https://laohu8.com/S/300750\">宁德时代</a></span><span></span>一季度日赚2.3亿</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold color240\">· 宝马中国发布视频疑似内涵友商</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold color240\">· Claude要求用户上传身份证件</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold color240\">· <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>AI5芯片流片</font></p><div><img cms-height=\"16.9219\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20260416/307/w1080h27/20260416/586c-8e88e2e9da455fc2123960753661c3b2.png\"/><span></span></div><div><img cms-height=\"93.0938\" cms-width=\"338.5\" src=\"http://n.sinaimg.cn/spider20260416/577/w1080h297/20260416/9960-408090c5503065cb97c960d7e439cc27.png\"/><span></span></div><p cms-style=\"font-L color240\"><font cms-style=\"font-L strong-Bold color240\">俞浩称追觅明年进入世界五百强</font></p><p cms-style=\"font-L\">追觅科技创始人兼CEO@俞浩-爱送黄金 发文表示:十年,从0到世界五百强! </p><p cms-style=\"font-L\">配图中写道:明年我们应该是世界五百强了,也是最年轻的世界五百强! </p><div><img cms-height=\"391.75\" cms-width=\"636\" src=\"http://n.sinaimg.cn/spider20260416/50/w526h324/20260416/cb82-d1c62032e9c905683740a148965b962c.png\"/><span></span></div><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold color240\"><font cms-style=\"font-L strong-Bold color240\">【小浪说】</font></font><font cms-style=\"font-L color240\"><font cms-style=\"font-L color240\">:你认为目标能实现吗?</font></font></p><div><img cms-height=\"15.9062\" cms-width=\"636\" src=\"http://n.sinaimg.cn/spider20260416/307/w1080h27/20260416/586c-8e88e2e9da455fc2123960753661c3b2.png\"/><span></span></div><p cms-style=\"font-L color240\"><font cms-style=\"font-L strong-Bold color240\"><a href=\"https://laohu8.com/S/03750\">宁德时代</a>一季度日赚2.3亿</font></p><p cms-style=\"font-L\">4月15日晚间,宁德时代(300750.SZ)发布今年一季度报告称,报告期内,公司实现营业收入1291.31亿元,同比增长52.45%;归属于上市公司股东的净利润为207.38亿元,同比增长48.52%。这相当于该公司一季度每天净赚2.3亿元。</p><p cms-style=\"font-L\">宁德时代表示,公司实施2025年度A股权益分派方案,以剔除回购股份后的股本为基数,向全体股东每10股派发现金分红69.57元(含税)。本次实际派发A股现金分红总额约304.45亿元。不送红股,不进行资本公积金转增股本。股权登记日为2026年4月21日,除权除息日及现金红利发放日为2026年4月22日。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold color240\"><font cms-style=\"font-L strong-Bold color240\">【小浪说】</font></font><font cms-style=\"font-L color240\"><font cms-style=\"font-L color240\">:日赚2.3亿是什么概念?</font></font></p><div><img cms-height=\"15.9062\" cms-width=\"636\" src=\"http://n.sinaimg.cn/spider20260416/307/w1080h27/20260416/586c-8e88e2e9da455fc2123960753661c3b2.png\"/><span></span></div><p cms-style=\"font-L color240\"><font cms-style=\"font-L strong-Bold color240\">宝马中国发布视频疑似内涵友商</font></p><p cms-style=\"font-L\">宝马中国官方账号近日发布一则宣传视频,标题为“车还没造,先跑数百万公里”,被外界解读为在内涵一些车企只靠虚拟仿真、实车路测没多久就上市。</p><p cms-style=\"font-L\">视频开头展示了一个场景,一辆车在模拟器屏幕上穿越各种极端环境,而镜头拉远后,这只是一个在电脑屏幕上播放的视频,工作人员甚至用吹风机、喷壶来模拟风和雨。影射了部分车企为追求上市速度,测试流程不严谨甚至造假的行为。</p><p cms-style=\"font-L\">宝马中国还配文表示,“安全,是BMW从未动摇的底线。数百万公里严苛测试,让潜在风险被提前预见。以虚拟与现实双重严苛验证,只为踩下油门时,尽享纯粹驾趣。安全,始于你坐入驾驶座很久以前。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold color240\"><font cms-style=\"font-L strong-Bold color240\">【小浪说】</font></font><font cms-style=\"font-L color240\"><font cms-style=\"font-L color240\">:你认为这是在内涵友商吗?</font></font></p><div><img cms-height=\"15.9062\" cms-width=\"636\" src=\"http://n.sinaimg.cn/spider20260416/307/w1080h27/20260416/586c-8e88e2e9da455fc2123960753661c3b2.png\"/><span></span></div><p cms-style=\"font-L color240\"><font cms-style=\"font-L strong-Bold color240\">Claude要求用户上传身份证件</font></p><p cms-style=\"font-L\">Anthropic 于当地时间 4 月 14 日发布公告,称正在为 Claude 的一些用例推出身份验证。</p><p cms-style=\"font-L\">Claude 是由 Anthropic 构建的大型语言模型(LLM),官方表示,当用户访问某些功能时,可能会看到验证提示,这是其例行平台完整性检查或其他安全和合规措施的一部分。仅使用用户的验证数据来确认身份,不用于任何其他目的。</p><div><img cms-height=\"311.547\" cms-width=\"636\" src=\"http://n.sinaimg.cn/spider20260416/228/w690h338/20260416/255b-56ec956d20558b7b8c46d1f9682fd0df.jpg\"/><span></span></div><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold color240\"><font cms-style=\"font-L strong-Bold color240\">【小浪说】</font></font><font cms-style=\"font-L color240\"><font cms-style=\"font-L color240\">:怎么用AI都要身份验证了?</font></font></p><div><img cms-height=\"15.9062\" cms-width=\"636\" src=\"http://n.sinaimg.cn/spider20260416/307/w1080h27/20260416/586c-8e88e2e9da455fc2123960753661c3b2.png\"/><span></span></div><p cms-style=\"font-L color240\"><font cms-style=\"font-L strong-Bold color240\">特斯拉AI5芯片流片</font></p><p cms-style=\"font-L\">美国时间周三凌晨,特斯拉首席执行官马斯克宣布,特斯拉芯片设计团队成功完成了下一代AI5自动驾驶芯片的流片,AI6、Dojo 3和其他芯片正在研发之中。</p><p cms-style=\"font-L\">流片是指芯片设计完成后,制作出第一块样品芯片的阶段。这是一个重要的里程碑,但并非终点,流片之后,芯片还需要进行制造、硅片测试、验证,并最终实现量产,这个过程通常需要12到18个月。</p><p cms-style=\"font-L\">特斯拉预计将通过<a href=\"https://laohu8.com/S/TSM\">台积电</a>生产AI5芯片,而更新一代的AI6芯片则将使用<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>的2纳米制程。由于<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>的良率问题,AI6的量产已经推迟了约六个月,最早也需等到2027年第四季度。</p><p cms-style=\"font-L\">马斯克此前表示,AI5芯片主要将用于擎天柱<span>机器人</span><span></span>和特斯拉的超级计算机集群,但AI5最初计划是被用于特斯拉的无人出租车项目。</p><p cms-style=\"font-L\">受此消息影响,特斯拉股价周三大涨近8%至391.95美元。由于电动汽车业务疲软,特斯拉今年股价已累计下跌超过10%。</p><div><img cms-height=\"612.812\" cms-width=\"636\" src=\"http://n.sinaimg.cn/spider20260416/331/w576h555/20260416/ff89-e4cb81f475f84a69acd11231f2cbd2e7.png\"/><span></span></div><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold color240\"><font cms-style=\"font-L strong-Bold color240\">【小浪说】</font></font><font cms-style=\"font-L color240\"><font cms-style=\"font-L color240\">:重要里程碑达成!</font></font></p><div><img cms-height=\"15.9062\" cms-width=\"636\" src=\"http://n.sinaimg.cn/spider20260416/307/w1080h27/20260416/586c-8e88e2e9da455fc2123960753661c3b2.png\"/><span></span></div>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n</div></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>俞浩称追觅明年进入世界五百强,最年轻世界五百强!宁德时代一季度日赚2.3亿!宝马中国疑内涵友商:车还没造,先跑百万公里…</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{ 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}\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俞浩称追觅明年进入世界五百强,最年轻世界五百强!宁德时代一季度日赚2.3亿!宝马中国疑内涵友商:车还没造,先跑百万公里…\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-16 17:35 北京时间 <a href=https://finance.sina.com.cn/stock/relnews/cn/2026-04-16/doc-inhusvka7178271.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>· 俞浩称追觅明年进入世界五百强· 宁德时代一季度日赚2.3亿· 宝马中国发布视频疑似内涵友商· Claude要求用户上传身份证件· 特斯拉AI5芯片流片俞浩称追觅明年进入世界五百强追觅科技创始人兼CEO@俞浩-爱送黄金 发文表示:十年,从0到世界五百强! 配图中写道:明年我们应该是世界五百强了,也是最年轻的世界五百强! 【小浪说】:你认为目标能实现吗?宁德时代一季度日赚2.3亿4月15日晚间,...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/relnews/cn/2026-04-16/doc-inhusvka7178271.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"300750":"宁德时代","LU0188438112.USD":"SCHRODER ISF ASIAN EQUITY YIELD \"A\" ACC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK4585":"ETF&股票定投概念","LU0140636845.USD":"施罗德大中华区股票A 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CHINA A-SHARES \"ATH\" (USDHDG) ACC","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","IE0003851619.USD":"BNY MELLON ASIAN EQUITY \"B\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0823426480.USD":"法巴中国股票经典Dis"},"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2026-04-16/doc-inhusvka7178271.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2627299347","content_text":"· 俞浩称追觅明年进入世界五百强· 宁德时代一季度日赚2.3亿· 宝马中国发布视频疑似内涵友商· Claude要求用户上传身份证件· 特斯拉AI5芯片流片俞浩称追觅明年进入世界五百强追觅科技创始人兼CEO@俞浩-爱送黄金 发文表示:十年,从0到世界五百强! 配图中写道:明年我们应该是世界五百强了,也是最年轻的世界五百强! 【小浪说】:你认为目标能实现吗?宁德时代一季度日赚2.3亿4月15日晚间,宁德时代(300750.SZ)发布今年一季度报告称,报告期内,公司实现营业收入1291.31亿元,同比增长52.45%;归属于上市公司股东的净利润为207.38亿元,同比增长48.52%。这相当于该公司一季度每天净赚2.3亿元。宁德时代表示,公司实施2025年度A股权益分派方案,以剔除回购股份后的股本为基数,向全体股东每10股派发现金分红69.57元(含税)。本次实际派发A股现金分红总额约304.45亿元。不送红股,不进行资本公积金转增股本。股权登记日为2026年4月21日,除权除息日及现金红利发放日为2026年4月22日。【小浪说】:日赚2.3亿是什么概念?宝马中国发布视频疑似内涵友商宝马中国官方账号近日发布一则宣传视频,标题为“车还没造,先跑数百万公里”,被外界解读为在内涵一些车企只靠虚拟仿真、实车路测没多久就上市。视频开头展示了一个场景,一辆车在模拟器屏幕上穿越各种极端环境,而镜头拉远后,这只是一个在电脑屏幕上播放的视频,工作人员甚至用吹风机、喷壶来模拟风和雨。影射了部分车企为追求上市速度,测试流程不严谨甚至造假的行为。宝马中国还配文表示,“安全,是BMW从未动摇的底线。数百万公里严苛测试,让潜在风险被提前预见。以虚拟与现实双重严苛验证,只为踩下油门时,尽享纯粹驾趣。安全,始于你坐入驾驶座很久以前。【小浪说】:你认为这是在内涵友商吗?Claude要求用户上传身份证件Anthropic 于当地时间 4 月 14 日发布公告,称正在为 Claude 的一些用例推出身份验证。Claude 是由 Anthropic 构建的大型语言模型(LLM),官方表示,当用户访问某些功能时,可能会看到验证提示,这是其例行平台完整性检查或其他安全和合规措施的一部分。仅使用用户的验证数据来确认身份,不用于任何其他目的。【小浪说】:怎么用AI都要身份验证了?特斯拉AI5芯片流片美国时间周三凌晨,特斯拉首席执行官马斯克宣布,特斯拉芯片设计团队成功完成了下一代AI5自动驾驶芯片的流片,AI6、Dojo 3和其他芯片正在研发之中。流片是指芯片设计完成后,制作出第一块样品芯片的阶段。这是一个重要的里程碑,但并非终点,流片之后,芯片还需要进行制造、硅片测试、验证,并最终实现量产,这个过程通常需要12到18个月。特斯拉预计将通过台积电生产AI5芯片,而更新一代的AI6芯片则将使用三星电子的2纳米制程。由于三星的良率问题,AI6的量产已经推迟了约六个月,最早也需等到2027年第四季度。马斯克此前表示,AI5芯片主要将用于擎天柱机器人和特斯拉的超级计算机集群,但AI5最初计划是被用于特斯拉的无人出租车项目。受此消息影响,特斯拉股价周三大涨近8%至391.95美元。由于电动汽车业务疲软,特斯拉今年股价已累计下跌超过10%。【小浪说】:重要里程碑达成!\n\n\n\n海量资讯、精准解读,尽在新浪财经APP","news_type":1,"symbols_score_info":{"300750":1.96,"EVS.SI":0.6,"TSLA":1.91,"TSM":1.85,"03750":1.96}},"isVote":1,"tweetType":1,"viewCount":956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553336236372280,"gmtCreate":1776126419645,"gmtModify":1776126421417,"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3500646460202211","idStr":"3500646460202211"},"themes":[],"title":"","htmlText":"<a 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