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T20260224001
T20260224001
·
06-23 11:16
$小米集团-W(01810)$
米猴公司[开心] [开心] [开心]
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T20260224001
T20260224001
·
06-22 19:14
米猴
小米股价创年内新低 425亿港元配售参与机构浮亏55%
中国经济网北京6月22日讯 小米集团 今日收报23.720港元，跌幅3.499%。小米集团股价今日盘中最低至23.520港元，创年内新低。 小米集团港股2025年6月27日盘中创下历史最高点61.45港元，截至今日，小米集团股价累计跌幅61.40%。 小米集团2025年3月31日发布完成配售现有股份及根据一般授权先旧后新认购新股份的公告。 以配售价格53.25港元计算，截至今日，参与小米集团3月配售认购方亏损幅度为55.46%。
小米股价创年内新低 425亿港元配售参与机构浮亏55%
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T20260224001
T20260224001
·
06-22 17:55
$小米集团-W(01810)$
继续PUT！！！资本会严厉惩罚抄袭者～^_^
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T20260224001
T20260224001
·
06-11
$谷歌(GOOG)$
PUT 300！！
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T20260224001
T20260224001
·
06-11
$特斯拉(TSLA)$
PUT 360！！
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T20260224001
T20260224001
·
06-11
$康宁(GLW)$
PUT 160！！
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T20260224001
T20260224001
·
06-11
$苹果(AAPL)$
PUT280！！
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T20260224001
T20260224001
·
06-11
说说你对这篇新闻的看法...
爆棚订单难抵70亿融资恐慌，超微电脑股价重挫，AI基建竟成烧钱无底洞？
巨额融资触发盘后大跌周二，$超微电脑$ 宣布了一项总规模高达70亿美元的股权及股权挂钩融资计划。AI狂热导致巨额现金流缺口这笔融资彻底暴露了AI硬件业务极其“烧钱”的本质。公司此举正效仿谷歌、Meta等科技巨头的步伐，试图通过出售股票，来为预计规模高达8200亿美元的全球AI基础设施建设狂潮提供资金血液。此外，公司联合创始人及另外两人在今年3月因涉嫌密谋等遭到指控，这一悬而未决的法律余波至今仍是对股价的重大隐患。
爆棚订单难抵70亿融资恐慌，超微电脑股价重挫，AI基建竟成烧钱无底洞？
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T20260224001
T20260224001
·
06-10
$蔚来-SW(09866)$
市值不足一千亿[弱] [弱]
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T20260224001
T20260224001
·
06-08
$胜宏科技(02476)$
利好有色
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由于完成认购事项的所有条件均已达成，公司根据配售及认购协议的条款及条件于2025年3月31日按每股认购股份53.25港元向卖方配发及发行800,000,000股认购股份。认购事项的所得款项净额(经扣除将由公司承担的卖方及本公司适当产生之所有费用、成本及开支(包括经办人之佣金、印花税、联交所交易费及证监会交易征费)以及公司就配售事项及认购事项产生的其他开支)约为425亿港元。\r\n\r\n 公司拟将认购事项的所得款项净额用于(a)加速业务扩张；(b)研发投资，以进一步提升科技实力；及©其他一般公司用途。\r\n\r\n 以配售价格53.25港元计算，截至今日，参与小米集团3月配售认购方亏损幅度为55.46%。\r\n\r\n (责任编辑：徐自立) </p></body></html>","source":"zhongjincaijing_highlight","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>小米股价创年内新低 425亿港元配售参与机构浮亏55%</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小米股价创年内新低 425亿港元配售参与机构浮亏55%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-22 17:23 北京时间 <a href=http://sc.stock.cnfol.com/gushijujiao/20260622/32285855.shtml><strong>中金财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中国经济网北京6月22日讯 小米集团(01810.HK)今日收报23.720港元，跌幅3.499%。小米集团股价今日盘中最低至23.520港元，创年内新低。\r\n\r\n 小米集团港股2025年6月27日盘中创下历史最高点61.45港元，截至今日，小米集团股价累计跌幅61.40%。\r\n\r\n 小米集团2025年3月31日发布完成配售现有股份及根据一般授权先旧后新认购新股份的公告。董事会欣然宣布，配售...</p>\n\n<a href=\"http://sc.stock.cnfol.com/gushijujiao/20260622/32285855.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":{"81810":"小米集团-WR","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU1720050803.USD":"安联全方位中国股票基金","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","BK1506":"5G概念","SG9999001093.SGD":"United Greater China Fund A Acc SGD","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) INC","LU0823041008.USD":"AMUNDI FUNDS EMERGING WORLD 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(USD)ACC","LU0359201612.USD":"贝莱德中国基金A2"},"source_url":"http://sc.stock.cnfol.com/gushijujiao/20260622/32285855.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2645028014","content_text":"中国经济网北京6月22日讯 小米集团(01810.HK)今日收报23.720港元，跌幅3.499%。小米集团股价今日盘中最低至23.520港元，创年内新低。\r\n\r\n 小米集团港股2025年6月27日盘中创下历史最高点61.45港元，截至今日，小米集团股价累计跌幅61.40%。\r\n\r\n 小米集团2025年3月31日发布完成配售现有股份及根据一般授权先旧后新认购新股份的公告。董事会欣然宣布，配售事项已根据配售及认购协议的条款及条件于2025年3月27日完成，其中合共800,000,000股配售股份已按每股配售股份53.25港元的配售价由经办人基于最大努力成功配售予不少于六名承配人。经董事作出一切合理查询后所知、所悉及所信，承配人及彼等最终实益拥有人均为独立第三方。\r\n\r\n 由于完成认购事项的所有条件均已达成，公司根据配售及认购协议的条款及条件于2025年3月31日按每股认购股份53.25港元向卖方配发及发行800,000,000股认购股份。认购事项的所得款项净额(经扣除将由公司承担的卖方及本公司适当产生之所有费用、成本及开支(包括经办人之佣金、印花税、联交所交易费及证监会交易征费)以及公司就配售事项及认购事项产生的其他开支)约为425亿港元。\r\n\r\n 公司拟将认购事项的所得款项净额用于(a)加速业务扩张；(b)研发投资，以进一步提升科技实力；及©其他一般公司用途。\r\n\r\n 以配售价格53.25港元计算，截至今日，参与小米集团3月配售认购方亏损幅度为55.46%。\r\n\r\n 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PUT280！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574156221751936","isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":574146264152104,"gmtCreate":1781186358040,"gmtModify":1781186368976,"author":{"id":"3525099269122154","authorId":"3525099269122154","name":"T20260224001","avatar":"https://static.tigerbbs.com/53ea93bd5e201fbd6d9bc878e74d9113","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3525099269122154","idStr":"3525099269122154"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574146264152104","repostId":"1153489432","repostType":2,"repost":{"id":"1153489432","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":1781059226,"share":"https://www.laohu8.com/m/news/1153489432?lang=zh_CN&edition=full","pubTime":"2026-06-10 10:40","market":"us","language":"zh","title":"爆棚订单难抵70亿融资恐慌，超微电脑股价重挫，AI基建竟成烧钱无底洞？","url":"https://stock-news.laohu8.com/highlight/detail?id=1153489432","media":"老虎资讯综合","summary":"巨额融资触发盘后大跌周二，$超微电脑$ 宣布了一项总规模高达70亿美元的股权及股权挂钩融资计划。AI狂热导致巨额现金流缺口这笔融资彻底暴露了AI硬件业务极其“烧钱”的本质。公司此举正效仿谷歌、Meta等科技巨头的步伐，试图通过出售股票，来为预计规模高达8200亿美元的全球AI基础设施建设狂潮提供资金血液。此外，公司联合创始人及另外两人在今年3月因涉嫌密谋等遭到指控，这一悬而未决的法律余波至今仍是对股价的重大隐患。","content":"<html><head></head><body><h3 id=\"id_541986810\">巨额融资触发盘后大跌</h3><p>周二，<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a> 宣布了一项总规模高达<strong>70亿美元</strong>的股权及股权挂钩融资计划。由于投资者对人工智能热潮带来的资金成本急剧上升感到愈发担忧，该消息直接导致其股价在盘后交易中重挫7%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/19a2bf810c3f6d343dc7c491c4876483\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><h3 id=\"id_1947160623\">390亿订单难掩“抽水”恐慌</h3><p>尽管公司目前手握高达<strong>390亿美元</strong>的庞大积压订单，释放了强烈的积极信号，但华尔街依然被这份融资计划引发的稀释效应“吓坏了”。根据披露细节，这70亿美元包含了<strong>12.5亿美元</strong>的新股、<strong>37.5亿美元</strong>的存托凭证（代表可转换优先股权益），以及计划从2026年第三季度起通过市价发行机制向市场出售的最高达<strong>20亿美元</strong>的普通股。</p><h3 id=\"id_1690287405\">AI狂热导致巨额现金流缺口</h3><p>这笔融资彻底暴露了AI硬件业务极其“烧钱”的本质。受资本密集型属性拖累，截至2026年3月的前12个月内，超微电脑已累计录得高达<strong>68亿美元的负自由现金流</strong>，急需寻找新的资金来源。公司此举正效仿谷歌、Meta等科技巨头的步伐，试图通过出售股票，来为预计规模高达8200亿美元的全球AI基础设施建设狂潮提供资金血液。</p><h3 id=\"id_3017106565\">利润率波动叠加法律隐患</h3><p>投资者更深层的质疑在于，庞大的订单最终能否转化为实际利润。今年2月，公司毛利率曾大幅压缩至<strong>6.3%</strong>，引发市场高度关注；虽然5月财报显示毛利率已回升至<strong>9.9%</strong>，但管理层对当前季度的指引回落至<strong>8.2%至8.4%</strong>，盈利复苏的可持续性依然存疑。此外，公司联合创始人及另外两人在今年3月因涉嫌密谋等遭到指控，这一悬而未决的法律余波至今仍是对股价的重大隐患。</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\" 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-06-10 10:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_541986810\">巨额融资触发盘后大跌</h3><p>周二，<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a> 宣布了一项总规模高达<strong>70亿美元</strong>的股权及股权挂钩融资计划。由于投资者对人工智能热潮带来的资金成本急剧上升感到愈发担忧，该消息直接导致其股价在盘后交易中重挫7%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/19a2bf810c3f6d343dc7c491c4876483\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><h3 id=\"id_1947160623\">390亿订单难掩“抽水”恐慌</h3><p>尽管公司目前手握高达<strong>390亿美元</strong>的庞大积压订单，释放了强烈的积极信号，但华尔街依然被这份融资计划引发的稀释效应“吓坏了”。根据披露细节，这70亿美元包含了<strong>12.5亿美元</strong>的新股、<strong>37.5亿美元</strong>的存托凭证（代表可转换优先股权益），以及计划从2026年第三季度起通过市价发行机制向市场出售的最高达<strong>20亿美元</strong>的普通股。</p><h3 id=\"id_1690287405\">AI狂热导致巨额现金流缺口</h3><p>这笔融资彻底暴露了AI硬件业务极其“烧钱”的本质。受资本密集型属性拖累，截至2026年3月的前12个月内，超微电脑已累计录得高达<strong>68亿美元的负自由现金流</strong>，急需寻找新的资金来源。公司此举正效仿谷歌、Meta等科技巨头的步伐，试图通过出售股票，来为预计规模高达8200亿美元的全球AI基础设施建设狂潮提供资金血液。</p><h3 id=\"id_3017106565\">利润率波动叠加法律隐患</h3><p>投资者更深层的质疑在于，庞大的订单最终能否转化为实际利润。今年2月，公司毛利率曾大幅压缩至<strong>6.3%</strong>，引发市场高度关注；虽然5月财报显示毛利率已回升至<strong>9.9%</strong>，但管理层对当前季度的指引回落至<strong>8.2%至8.4%</strong>，盈利复苏的可持续性依然存疑。此外，公司联合创始人及另外两人在今年3月因涉嫌密谋等遭到指控，这一悬而未决的法律余波至今仍是对股价的重大隐患。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/2d29b42ad1fd77a8e56cc60174ce783b","relate_stocks":{"SMCL":"2倍做多SMCI ETF-Graniteshares","SMCI":"超微电脑","SMCY":"SMCI期权收益策略ETF-YieldMax","SMCC":"Defiance Leveraged Long + Income SMCI ETF","SMCZ":"2倍做空SMCI ETF-Defiance","SMYY":"GraniteShares YieldBOOST SMCI ETF","SMCX":"2倍做多SMCI 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