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专薅羊毛融
专薅羊毛融
·
01-12
赚麻了[笑哭] [笑哭]
卖疯了!蔚来ES8力压问界M8
2025年12月大型SUV市场发生“巨变”,连续多月蝉联销冠的问界M8被蔚来ES8反超。蔚来ES8于2025年9月换代,共推出三款车型,六座行政豪华版和七座行政豪华版整车购买预售价40.68万元起,电池租赁29.88万元起,六座行政签名版整车售价44.68万元起,电池租赁33.88万元起。据了解,全新ES8基于NT3.0平台打造,定位大型SUV,整体产品力较老款ES8有着全面提升,售价更低,舒适性配置和科技配置也得到大幅提升,这也是其成为爆款车型的原因。
卖疯了!蔚来ES8力压问界M8
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专薅羊毛融
专薅羊毛融
·
01-10
那你继续握住鸡肋,我追着加重手梭哈洛马公司??
“大空头”迈克尔・伯里披露持有甲骨文看跌期权,称不会做空Meta、谷歌和微软
因抨击人工智能热潮而在近几个月备受关注的“大空头”、知名投资人迈克尔·伯里,目前正做空$甲骨文$公司。伯里于周五收盘后在Substack专栏发文称,自己持有甲骨文的看跌期权。通常而言,标的资产价格下跌时,看跌期权的价值便会随之上涨。他没有透露有关看跌期权的细节。伯里此番表态的背景,是甲骨文股价过去一年的剧烈波动。截至年末,甲骨文股价较 9 月的峰值已下跌约 40%。
“大空头”迈克尔・伯里披露持有甲骨文看跌期权,称不会做空Meta、谷歌和微软
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专薅羊毛融
专薅羊毛融
·
01-08
是真的吗?关注着
美股军工板块V型大反转:威胁禁分红、限薪酬后,特朗普提议年度国防预算增50%至1.5万亿美元
特朗普要求美国在2027年将年度国防开支增加50%以上,达到1.5万亿美元,这是一项前所未有的增幅。据美国财政部统计,截至今年9月30日,关税收入约为1950亿美元。特朗普还表示,他希望国会利用增加的关税收入,向大多数美国人发放2000美元的关税退税支票。特朗普的请求需要国会批准。随后,特朗普宣布将2027年国防预算提至1.5万亿美元后,股价随即反转。
美股军工板块V型大反转:威胁禁分红、限薪酬后,特朗普提议年度国防预算增50%至1.5万亿美元
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专薅羊毛融
专薅羊毛融
·
2025-12-30
专门融券这种所谓警示公告板的股呗,发大财。
中国卫星(600118)披露股票交易风险提示公告,12月29日股价上涨10.0%
截至2025年12月29日收盘,中国卫星报收于88.0元,较前一交易日上涨10.0%,最新总市值为1040.59亿元。该股当日开盘81.0元,最高88.0元,最低75.96元,成交额达133.56亿元,换手率为13.44%。公司近日发布《股票交易风险提示公告》,指出公司股票近期涨幅较大,2025年12月3日至12月29日累计上涨106.19%,显著高于行业及上证指数涨幅。此外,公司近期换手率较高,12月29日达到13.44%。公司确认目前无应披露而未披露的重大事项。
中国卫星(600118)披露股票交易风险提示公告,12月29日股价上涨10.0%
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专薅羊毛融
专薅羊毛融
·
2025-12-18
常年喜欢一日游后猛砸盘,坚决不碰
商业航天概念持续走高 中国卫星等十余股涨停
每经AI快讯,12月18日,商业航天概念盘中持续走高,中国卫星封涨停,此前天银机电、北摩高科、西部材料、天箭科技等多股涨停,航天环宇、邵阳液压、西测测试涨超10%。 海量资讯、精准解读,尽在新浪财经APP
商业航天概念持续走高 中国卫星等十余股涨停
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专薅羊毛融
专薅羊毛融
·
2025-12-18
常年喜欢一日游后,幅度砸,坚决别碰
异动快报:中国卫星(600118)12月18日11点4分触及涨停板
证券之星12月18日盘中消息,11点4分中国卫星触及涨停板。其所属行业航天装备目前上涨。领涨股为航天环宇。该股为太空算力,卫星互联网,航天概念热股,当日太空算力概念上涨5.18%,卫星互联网概念上涨3.51%,航天概念上涨3.5%。12月17日的资金流向数据方面,主力资金净流出3169.8万元,占总成交额0.82%,游资资金净流出4187.22万元,占总成交额1.08%,散户资金净流入7357.02万元,占总成交额1.9%。
异动快报:中国卫星(600118)12月18日11点4分触及涨停板
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专薅羊毛融
专薅羊毛融
·
2025-12-18
看看就好了
香港交易所建议优化每手买卖单位框架,提升市场效率和参与度
支持更多散户投资者参与香港股票市场。
香港交易所建议优化每手买卖单位框架,提升市场效率和参与度
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专薅羊毛融
专薅羊毛融
·
2025-12-17
人民赚钱了
牛散葛卫东赚了上百亿:错过摩尔的投资人,在沐曦上赚麻了
12 月 16 日,距离“国产GPU第二股”沐曦股份在科创板敲钟只剩不到 24 小时,A股全市场超4400只个股下跌,沪指跌破3800点。若中签投资者在当日最高点卖出,单签浮盈超过28万元。 沐曦会是上天给错过摩尔线程的投资人一次“倒车接人”的机会吗? 12月17日,沐曦股份登陆上交所科创板。此次上市发行价104.66元/股,在年内上市新股中位居第二,仅次于摩尔线程的114.28元。葛卫东的首笔2022年7月的投资就已满足解禁条件。
牛散葛卫东赚了上百亿:错过摩尔的投资人,在沐曦上赚麻了
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专薅羊毛融
专薅羊毛融
·
2025-12-15
苹果不是也是吗,期待。
启动投行遴选,Space X开始准备明年“超级IPO”,谷歌是重要股东?
尽管IPO尚未最终确定,但SpaceX的估值正在二级市场交易中急剧攀升,估值被推高至约8000亿美元,较今年夏季的4000亿美元翻了一番。作为自2015年起便持有SpaceX股份的早期投资者,谷歌母公司Alphabet预计将因SpaceX的新一轮估值飙升而录得可观的账面收益。
启动投行遴选,Space X开始准备明年“超级IPO”,谷歌是重要股东?
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专薅羊毛融
专薅羊毛融
·
2025-12-12
聚众围观嗑瓜子[贱笑]
中兴通讯:拟使用自有资金10亿元-12亿元回购公司股票
12月12日,$中兴通讯(00763)$午后拉升近5%!公告称拟使用自有资金10亿元-12亿元回购公司股票。
中兴通讯:拟使用自有资金10亿元-12亿元回购公司股票
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href=\"https://laohu8.com/S/NIO\">蔚来</a>ES8反超。<strong>据乘联会数据显示,2025年12月销量最高的大型SUV是<a href=\"https://laohu8.com/S/09866\">蔚来</a>ES8,当月销量为22258辆,是唯一一款销量超过2万辆的大型SUV,这也是<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>ES8上市以来的最高销量表现,占蔚来集团总销量46%。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260112011124548v206m0yffzk3k73\"/><p><strong>蔚来</strong>ES8于2025年9月换代,<strong>共推出三款车型,六座行政豪华版和七座行政豪华版整车购买预售价</strong>40.68万元起,电池租赁29.88万元起,六座行政签名版整车售价44.68万元起,电池租赁33.88万元起。据了解,全新ES8基于NT3.0平台打造,<strong>定位大型</strong><strong>SUV,</strong><strong>整体产品力较老款ES8有着全面提升,</strong><strong>售价更低,</strong><strong>舒适性配置和科技配置也得到大幅提升,这也是其成为爆款车型的原因。</strong><strong>不过,蔚来ES8能否一直“曝”,还需要走一步看一步,当前大型SUV市场的竞争极为激烈。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260112011135804v2067hbdw745pjo\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20260112011136623v2066d4xxxiimym\"/><p><strong>界</strong>M8排名第二,是鸿蒙智行旗下畅销车型之一,于2025年4月上市推出增程版,2025年8月推出纯电版,2025年12月销量17123辆,仅次于蔚来ES8,其中纯电车销量7716辆,增程车销量9407辆。从月度表现来看,问界M8近几个月都未能超过2万,同样凸显大型SUV市场竞争的压力。另一款大型SUV——问界M9排名第四,销量为9208辆,其中纯电动1034辆,增程车8174辆,月销量基本稳定在1万辆左右。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260112011138968v206uv4h98wvk2l\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20260112011142406v206ic09t06ae81\"/><p><strong><a href=\"https://laohu8.com/S/ZK\">极氪</a></strong>9X于2025年9月上市,<strong>售价</strong>46.59万元<strong>起,是目前极氪旗下尺寸最大的</strong>SUV,<strong>基于电混专属架构</strong>——浩瀚-S(SEA-S)打造,搭载900伏高压混动架构<strong>。乘联会数据显示,</strong>2025年12月极氪9X销量为9482辆,是上市以来最高销量,后面能否突破万辆,还要走一步看一步。值得一提的是,极氪8X已经官宣,同样是大型SUV,可以看作是缩小版“9X”,上市后将与极氪9X共同征战大型SUV市场。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260112011155345v2061l64fu67oki\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20260112011156140v2068rsa38zcfu3\"/><p><strong>与极氪</strong>8X-极氪9X的产品定位类似,腾势N8L于2025年10月上市,与腾势N9共同征战大型SUV市场,但整体表现不如上述的其它产品,2025年12月腾势N8L销量6510辆,腾势N9为2035辆,加起来万辆都不到,勉强够得到极氪9X。</p><p><strong>其它车型方面,比较备受关注的新车有岚图泰山、智己</strong>LS9、乐道L90、领克900。其中,岚图泰山于2025年11月上市,这是其首个完整交付月,2025年12月交付3154辆。智己LS9同样在2025年11月上市,2025年12月交付4768辆。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260112011157726v206a81ajpyardr\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20260112011214258v20673ld5sgic58\"/><p><strong>至于乐道</strong>L90,其是乐道汽车在2025年推出的重磅车型,在上市初期销量连续稳定在万辆以上,但随着更多竞争力强劲的大型SUV产品出现,乐道L90也扛不住,2025年12月销量4105辆,大致与乐道L60一样的表现,后面能否再次崛起还不得而知。领克900也是领克汽车在2025年推出的重磅车型,是首款大型SUV,销量始终未能突破万辆,2025年12月仅2145辆。此外,<a href=\"https://laohu8.com/S/LI\">理想</a>L9为2732辆,深蓝S09为375辆。</p><p><strong>2025年以前,大型SUV市场只有理想L9、问界M9等产品布局,这一市场的集中度极强,这些车型持续火爆并引领市场,但进入2025年后,越来越多的车企推出大尺寸SUV,例如极氪9X、岚图泰山、领克900、乐道L90、深蓝S09、问界M8等,这些车型的定价更有优势,配置更高,逐渐在大型SUV市场崭露头角,成为新的主角。进入2026年后,这一市场的竞争将更加激烈,未来还将有极氪8X、蔚来ES9等大尺寸车型上市。</strong></p></article></body></html>","source":"tencent","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>卖疯了!蔚来ES8力压问界M8</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卖疯了!蔚来ES8力压问界M8\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-12 01:10 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260112011216a70e511d&s=b><strong>车联新生态</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2025年12月大型SUV市场发生“巨变”,连续多月蝉联销冠的问界M8被蔚来ES8反超。据乘联会数据显示,2025年12月销量最高的大型SUV是蔚来ES8,当月销量为22258辆,是唯一一款销量超过2万辆的大型SUV,这也是蔚来ES8上市以来的最高销量表现,占蔚来集团总销量46%。蔚来ES8于2025年9月换代,共推出三款车型,六座行政豪华版和七座行政豪华版整车购买预售价40.68万元起,电池租赁...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260112011216a70e511d&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4509":"腾讯概念","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4531":"中概回港概念","BK4099":"汽车制造商","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","09927":"赛力斯","BK4588":"碎股","BK4548":"巴美列捷福持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK4574":"无人驾驶","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260112011216a70e511d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2602552505","content_text":"2025年12月大型SUV市场发生“巨变”,连续多月蝉联销冠的问界M8被蔚来ES8反超。据乘联会数据显示,2025年12月销量最高的大型SUV是蔚来ES8,当月销量为22258辆,是唯一一款销量超过2万辆的大型SUV,这也是蔚来ES8上市以来的最高销量表现,占蔚来集团总销量46%。蔚来ES8于2025年9月换代,共推出三款车型,六座行政豪华版和七座行政豪华版整车购买预售价40.68万元起,电池租赁29.88万元起,六座行政签名版整车售价44.68万元起,电池租赁33.88万元起。据了解,全新ES8基于NT3.0平台打造,定位大型SUV,整体产品力较老款ES8有着全面提升,售价更低,舒适性配置和科技配置也得到大幅提升,这也是其成为爆款车型的原因。不过,蔚来ES8能否一直“曝”,还需要走一步看一步,当前大型SUV市场的竞争极为激烈。界M8排名第二,是鸿蒙智行旗下畅销车型之一,于2025年4月上市推出增程版,2025年8月推出纯电版,2025年12月销量17123辆,仅次于蔚来ES8,其中纯电车销量7716辆,增程车销量9407辆。从月度表现来看,问界M8近几个月都未能超过2万,同样凸显大型SUV市场竞争的压力。另一款大型SUV——问界M9排名第四,销量为9208辆,其中纯电动1034辆,增程车8174辆,月销量基本稳定在1万辆左右。极氪9X于2025年9月上市,售价46.59万元起,是目前极氪旗下尺寸最大的SUV,基于电混专属架构——浩瀚-S(SEA-S)打造,搭载900伏高压混动架构。乘联会数据显示,2025年12月极氪9X销量为9482辆,是上市以来最高销量,后面能否突破万辆,还要走一步看一步。值得一提的是,极氪8X已经官宣,同样是大型SUV,可以看作是缩小版“9X”,上市后将与极氪9X共同征战大型SUV市场。与极氪8X-极氪9X的产品定位类似,腾势N8L于2025年10月上市,与腾势N9共同征战大型SUV市场,但整体表现不如上述的其它产品,2025年12月腾势N8L销量6510辆,腾势N9为2035辆,加起来万辆都不到,勉强够得到极氪9X。其它车型方面,比较备受关注的新车有岚图泰山、智己LS9、乐道L90、领克900。其中,岚图泰山于2025年11月上市,这是其首个完整交付月,2025年12月交付3154辆。智己LS9同样在2025年11月上市,2025年12月交付4768辆。至于乐道L90,其是乐道汽车在2025年推出的重磅车型,在上市初期销量连续稳定在万辆以上,但随着更多竞争力强劲的大型SUV产品出现,乐道L90也扛不住,2025年12月销量4105辆,大致与乐道L60一样的表现,后面能否再次崛起还不得而知。领克900也是领克汽车在2025年推出的重磅车型,是首款大型SUV,销量始终未能突破万辆,2025年12月仅2145辆。此外,理想L9为2732辆,深蓝S09为375辆。2025年以前,大型SUV市场只有理想L9、问界M9等产品布局,这一市场的集中度极强,这些车型持续火爆并引领市场,但进入2025年后,越来越多的车企推出大尺寸SUV,例如极氪9X、岚图泰山、领克900、乐道L90、深蓝S09、问界M8等,这些车型的定价更有优势,配置更高,逐渐在大型SUV市场崭露头角,成为新的主角。进入2026年后,这一市场的竞争将更加激烈,未来还将有极氪8X、蔚来ES9等大尺寸车型上市。","news_type":1,"symbols_score_info":{"09866":1.95,"09927":0.9,"NIO.SI":1.95,"NIO":1.95,"EVS.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":520245038404064,"gmtCreate":1768034291176,"gmtModify":1768034294936,"author":{"id":"3539827262953203","authorId":"3539827262953203","name":"专薅羊毛融","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3539827262953203","authorIdStr":"3539827262953203"},"themes":[],"title":"","htmlText":"那你继续握住鸡肋,我追着加重手梭哈洛马公司??","listText":"那你继续握住鸡肋,我追着加重手梭哈洛马公司??","text":"那你继续握住鸡肋,我追着加重手梭哈洛马公司??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/520245038404064","repostId":"2602300583","repostType":2,"repost":{"id":"2602300583","kind":"news","pubTimestamp":1768006200,"share":"https://www.laohu8.com/m/news/2602300583?lang=zh_CN&edition=full","pubTime":"2026-01-10 08:50","market":"sh","language":"zh","title":"“大空头”迈克尔・伯里披露持有甲骨文看跌期权,称不会做空Meta、谷歌和微软","url":"https://stock-news.laohu8.com/highlight/detail?id=2602300583","media":"环球市场播报","summary":"因抨击人工智能热潮而在近几个月备受关注的“大空头”、知名投资人迈克尔·伯里,目前正做空$甲骨文$公司。伯里于周五收盘后在Substack专栏发文称,自己持有甲骨文的看跌期权。通常而言,标的资产价格下跌时,看跌期权的价值便会随之上涨。他没有透露有关看跌期权的细节。伯里此番表态的背景,是甲骨文股价过去一年的剧烈波动。截至年末,甲骨文股价较 9 月的峰值已下跌约 40%。","content":"<html><head></head><body><p>因抨击人工智能热潮而在近几个月备受关注的“大空头”、知名投资人迈克尔·伯里(Michael Burry),目前正做空<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>公司。</p><p>伯里于周五收盘后在Substack专栏发文称,自己持有甲骨文的看跌期权。通常而言,标的资产价格下跌时,看跌期权的价值便会随之上涨。伯里还提到,除期权持仓外,过去六个月他也直接做空了甲骨文的股票。早在去年 11 月,他就曾公开披露过对人工智能芯片制造商<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>公司及<a href=\"https://laohu8.com/S/PLTR\">Palantir</a> Technologies Inc. 的看空持仓。</p><p>甲骨文公司素以数据库软件业务闻名,如今正大举进军云计算服务领域。该业务需要投入巨额成本扩建数据中心,为此甲骨文背负了高额债务。</p><p>针对有读者询问其为何选择做空英伟达而非甲骨文,伯里在专栏中写道:“我不看好该公司当前的业务布局与投资方向。它本不必采取这样的战略,我也无法理解其背后的动因,或许只是出于自负吧。”他没有透露有关看跌期权的细节。</p><p>伯里此番表态的背景,是甲骨文股价过去一年的剧烈波动。去年 9 月,该公司发布了一份乐观的云计算业务展望报告,释放出人工智能相关需求激增的信号,其股价也因此在一个交易日内暴涨 36%。然而,随着投资者将关注点转向企业不断攀升的资本开支、部分云计算交易的结构争议,以及因数据中心扩张而日益高企的债务规模,这些涨幅很快便化为泡影。截至年末,甲骨文股价较 9 月的峰值已下跌约 40%。</p><p>目前,甲骨文的未偿债务规模约达 950 亿美元,在彭博高评级指数的非金融企业发行人中,其债务体量位居榜首。</p><p>伯里曾因在 2008 年金融危机期间做空美国房地产市场声名大噪。他表示,自己会避免做空那些业务版图远超人工智能领域的大型科技企业,并以元宇宙平台公司(<a href=\"https://laohu8.com/S/META\">Meta</a>)、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司字母表公司以及<a href=\"https://laohu8.com/S/MSFT\">微软</a>公司为例进行说明。</p><p>伯里在专栏中写道:“如果我做空元宇宙平台公司,就等同于同时做空其在社交媒体与广告领域的霸主地位;如果我做空字母表公司,就相当于做空了<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>各类搜索服务、安卓操作系统以及韦莫自动驾驶等一系列业务;如果我做空微软公司,就是在做空这家全球办公生产力软件即服务巨头。这些大型企业的股票,绝非单纯押注人工智能领域的做空标的。”</p><p>他指出,上述三家企业或许会逐步收紧开支,消化因产能过剩产生的亏损,甚至可能对资产进行减记,但它们在各自核心业务领域的主导地位仍将稳固。“这三家公司绝不会就此衰落。” 伯里补充道。</p><p>伯里还表示,若人工智能公司 OpenAI 的估值达到 5000 亿美元,他将会选择做空该公司。此番言论也凸显出,他对于人工智能产业的发展节奏及其商业经济价值,秉持着更为广泛的质疑态度。</p></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>“大空头”迈克尔・伯里披露持有甲骨文看跌期权,称不会做空Meta、谷歌和微软</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; 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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“大空头”迈克尔・伯里披露持有甲骨文看跌期权,称不会做空Meta、谷歌和微软\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-10 08:50 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2026-01-10/doc-inhfukyv2241442.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>因抨击人工智能热潮而在近几个月备受关注的“大空头”、知名投资人迈克尔·伯里(Michael Burry),目前正做空甲骨文公司。伯里于周五收盘后在Substack专栏发文称,自己持有甲骨文的看跌期权。通常而言,标的资产价格下跌时,看跌期权的价值便会随之上涨。伯里还提到,除期权持仓外,过去六个月他也直接做空了甲骨文的股票。早在去年 11 月,他就曾公开披露过对人工智能芯片制造商英伟达公司及...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-01-10/doc-inhfukyv2241442.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU2360108059.USD":"BGF CIRCULAR 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Global Macro Opportunities A (acc) SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-01-10/doc-inhfukyv2241442.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2602300583","content_text":"因抨击人工智能热潮而在近几个月备受关注的“大空头”、知名投资人迈克尔·伯里(Michael Burry),目前正做空甲骨文公司。伯里于周五收盘后在Substack专栏发文称,自己持有甲骨文的看跌期权。通常而言,标的资产价格下跌时,看跌期权的价值便会随之上涨。伯里还提到,除期权持仓外,过去六个月他也直接做空了甲骨文的股票。早在去年 11 月,他就曾公开披露过对人工智能芯片制造商英伟达公司及Palantir Technologies Inc. 的看空持仓。甲骨文公司素以数据库软件业务闻名,如今正大举进军云计算服务领域。该业务需要投入巨额成本扩建数据中心,为此甲骨文背负了高额债务。针对有读者询问其为何选择做空英伟达而非甲骨文,伯里在专栏中写道:“我不看好该公司当前的业务布局与投资方向。它本不必采取这样的战略,我也无法理解其背后的动因,或许只是出于自负吧。”他没有透露有关看跌期权的细节。伯里此番表态的背景,是甲骨文股价过去一年的剧烈波动。去年 9 月,该公司发布了一份乐观的云计算业务展望报告,释放出人工智能相关需求激增的信号,其股价也因此在一个交易日内暴涨 36%。然而,随着投资者将关注点转向企业不断攀升的资本开支、部分云计算交易的结构争议,以及因数据中心扩张而日益高企的债务规模,这些涨幅很快便化为泡影。截至年末,甲骨文股价较 9 月的峰值已下跌约 40%。目前,甲骨文的未偿债务规模约达 950 亿美元,在彭博高评级指数的非金融企业发行人中,其债务体量位居榜首。伯里曾因在 2008 年金融危机期间做空美国房地产市场声名大噪。他表示,自己会避免做空那些业务版图远超人工智能领域的大型科技企业,并以元宇宙平台公司(Meta)、谷歌母公司字母表公司以及微软公司为例进行说明。伯里在专栏中写道:“如果我做空元宇宙平台公司,就等同于同时做空其在社交媒体与广告领域的霸主地位;如果我做空字母表公司,就相当于做空了谷歌各类搜索服务、安卓操作系统以及韦莫自动驾驶等一系列业务;如果我做空微软公司,就是在做空这家全球办公生产力软件即服务巨头。这些大型企业的股票,绝非单纯押注人工智能领域的做空标的。”他指出,上述三家企业或许会逐步收紧开支,消化因产能过剩产生的亏损,甚至可能对资产进行减记,但它们在各自核心业务领域的主导地位仍将稳固。“这三家公司绝不会就此衰落。” 伯里补充道。伯里还表示,若人工智能公司 OpenAI 的估值达到 5000 亿美元,他将会选择做空该公司。此番言论也凸显出,他对于人工智能产业的发展节奏及其商业经济价值,秉持着更为广泛的质疑态度。","news_type":1,"symbols_score_info":{"ORCL":1.95}},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519396875170552,"gmtCreate":1767835086836,"gmtModify":1767835089543,"author":{"id":"3539827262953203","authorId":"3539827262953203","name":"专薅羊毛融","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3539827262953203","authorIdStr":"3539827262953203"},"themes":[],"title":"","htmlText":"是真的吗?关注着","listText":"是真的吗?关注着","text":"是真的吗?关注着","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519396875170552","repostId":"2601387541","repostType":2,"repost":{"id":"2601387541","kind":"news","pubTimestamp":1767830697,"share":"https://www.laohu8.com/m/news/2601387541?lang=zh_CN&edition=full","pubTime":"2026-01-08 08:04","market":"us","language":"zh","title":"美股军工板块V型大反转:威胁禁分红、限薪酬后,特朗普提议年度国防预算增50%至1.5万亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2601387541","media":"智通财经","summary":"特朗普要求美国在2027年将年度国防开支增加50%以上,达到1.5万亿美元,这是一项前所未有的增幅。据美国财政部统计,截至今年9月30日,关税收入约为1950亿美元。特朗普还表示,他希望国会利用增加的关税收入,向大多数美国人发放2000美元的关税退税支票。特朗普的请求需要国会批准。随后,特朗普宣布将2027年国防预算提至1.5万亿美元后,股价随即反转。","content":"<html><head></head><body><p>特朗普要求美国在2027年将年度国防开支增加50%以上,达到1.5万亿美元,这是一项前所未有的增幅。他表示,这笔开支将由去年征收的关税带来的收入来支付。这项要求将标志着美国军费开支有史以来最大的一次增长,而本财年的美国国家安全支出已获批准9010亿美元。</p><p>特朗普在社交媒体上写道:“这将使我们能够打造我们长期以来应得的‘梦想军队’,更重要的是,无论敌人是谁,它都能保障我们的安全。”他表示,关税带来的“巨额收入”将用于支付这笔开支,同时偿还国债,并为“中等收入的爱国者”带来“丰厚的红利”。</p><p>鉴于白宫此前曾试图削减五角大楼的部分开支——作为埃隆·马斯克削减成本计划的一部分,这项要求也与特朗普政府的其他优先事项相悖。根据Peter G. Peterson基金会的数据,美国的国防开支已经超过了排名其后九个国家的总和。</p><p>不过,关税收入也不太可能弥补这部分增长。据美国财政部统计,截至今年9月30日,关税收入约为1950亿美元。特朗普还表示,他希望国会利用增加的关税收入,向大多数美国人发放2000美元的关税退税支票。</p><p>特朗普的请求需要国会批准。特朗普称,他是在与参议员、众议员、部长和其他政治代表进行了“漫长而艰难的谈判”后做出这一决定的。</p><p>在提议增加预算之前,特朗普先在社交媒体上严厉批评国防承包商生产缓慢,并威胁要禁止股票回购、取消分红及限制高管薪酬。受此打击,常规交易时段国防股集体下挫: <a href=\"https://laohu8.com/S/NOC\">诺斯罗普格鲁曼</a> 收盘下跌5.5%, <a href=\"https://laohu8.com/S/LMT\">洛克希德马丁</a> 收盘下跌4.8%, <a href=\"https://laohu8.com/S/RTX\">雷神技术公司</a> 收盘下跌2.5%, <a href=\"https://laohu8.com/S/GD\">通用动力</a> 收盘下跌4.2%。</p><p>随后,特朗普宣布将2027年国防预算提至1.5万亿美元后,股价随即反转。截至发稿,洛克希德·马丁在盘后交易中飙升6.4%,诺斯罗普·格鲁曼涨5.7%,雷神技术上涨3.4%,通用动力上涨4.4%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cee9ef6e604d8cbd51f89aee2f453876\" title=\"\" tg-width=\"979\" tg-height=\"579\"/></p><p></p></body></html>","source":"stock_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>美股军工板块V型大反转:威胁禁分红、限薪酬后,特朗普提议年度国防预算增50%至1.5万亿美元</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; 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}\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美股军工板块V型大反转:威胁禁分红、限薪酬后,特朗普提议年度国防预算增50%至1.5万亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-08 08:04 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1390140.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特朗普要求美国在2027年将年度国防开支增加50%以上,达到1.5万亿美元,这是一项前所未有的增幅。他表示,这笔开支将由去年征收的关税带来的收入来支付。这项要求将标志着美国军费开支有史以来最大的一次增长,而本财年的美国国家安全支出已获批准9010亿美元。特朗普在社交媒体上写道:“这将使我们能够打造我们长期以来应得的‘梦想军队’,更重要的是,无论敌人是谁,它都能保障我们的安全。”他表示,关税带来的“...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1390140.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/81527699c19d1f4f9d89bae8ddcb279d","relate_stocks":{"LMT":"洛克希德马丁","RTX":"雷神技术公司","NOC":"诺斯罗普格鲁曼"},"source_url":"http://www.zhitongcaijing.com/content/detail/1390140.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2601387541","content_text":"特朗普要求美国在2027年将年度国防开支增加50%以上,达到1.5万亿美元,这是一项前所未有的增幅。他表示,这笔开支将由去年征收的关税带来的收入来支付。这项要求将标志着美国军费开支有史以来最大的一次增长,而本财年的美国国家安全支出已获批准9010亿美元。特朗普在社交媒体上写道:“这将使我们能够打造我们长期以来应得的‘梦想军队’,更重要的是,无论敌人是谁,它都能保障我们的安全。”他表示,关税带来的“巨额收入”将用于支付这笔开支,同时偿还国债,并为“中等收入的爱国者”带来“丰厚的红利”。鉴于白宫此前曾试图削减五角大楼的部分开支——作为埃隆·马斯克削减成本计划的一部分,这项要求也与特朗普政府的其他优先事项相悖。根据Peter G. Peterson基金会的数据,美国的国防开支已经超过了排名其后九个国家的总和。不过,关税收入也不太可能弥补这部分增长。据美国财政部统计,截至今年9月30日,关税收入约为1950亿美元。特朗普还表示,他希望国会利用增加的关税收入,向大多数美国人发放2000美元的关税退税支票。特朗普的请求需要国会批准。特朗普称,他是在与参议员、众议员、部长和其他政治代表进行了“漫长而艰难的谈判”后做出这一决定的。在提议增加预算之前,特朗普先在社交媒体上严厉批评国防承包商生产缓慢,并威胁要禁止股票回购、取消分红及限制高管薪酬。受此打击,常规交易时段国防股集体下挫: 诺斯罗普格鲁曼 收盘下跌5.5%, 洛克希德马丁 收盘下跌4.8%, 雷神技术公司 收盘下跌2.5%, 通用动力 收盘下跌4.2%。随后,特朗普宣布将2027年国防预算提至1.5万亿美元后,股价随即反转。截至发稿,洛克希德·马丁在盘后交易中飙升6.4%,诺斯罗普·格鲁曼涨5.7%,雷神技术上涨3.4%,通用动力上涨4.4%。","news_type":1,"symbols_score_info":{"NOC":2,"LMT":1.5,"RTX":2}},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516305911714880,"gmtCreate":1767071904152,"gmtModify":1767076483622,"author":{"id":"3539827262953203","authorId":"3539827262953203","name":"专薅羊毛融","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3539827262953203","authorIdStr":"3539827262953203"},"themes":[],"title":"","htmlText":"专门融券这种所谓警示公告板的股呗,发大财。","listText":"专门融券这种所谓警示公告板的股呗,发大财。","text":"专门融券这种所谓警示公告板的股呗,发大财。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516305911714880","repostId":"2595733209","repostType":2,"repost":{"id":"2595733209","kind":"highlight","weMediaInfo":{"introduction":"证券之星始创于1996年,是国内领先的金融信息及综合服务平台。关注证券之星,即时获取有价值的财经资讯。","home_visible":1,"media_name":"证券之星","id":"1082532455","head_image":"https://community-static.tradeup.com/news/2e305640fc27210243042d09d3a7fa3f"},"pubTimestamp":1767016844,"share":"https://www.laohu8.com/m/news/2595733209?lang=zh_CN&edition=full","pubTime":"2025-12-29 22:00","market":"fut","language":"zh","title":"中国卫星(600118)披露股票交易风险提示公告,12月29日股价上涨10.0%","url":"https://stock-news.laohu8.com/highlight/detail?id=2595733209","media":"证券之星","summary":"截至2025年12月29日收盘,中国卫星报收于88.0元,较前一交易日上涨10.0%,最新总市值为1040.59亿元。该股当日开盘81.0元,最高88.0元,最低75.96元,成交额达133.56亿元,换手率为13.44%。公司近日发布《股票交易风险提示公告》,指出公司股票近期涨幅较大,2025年12月3日至12月29日累计上涨106.19%,显著高于行业及上证指数涨幅。此外,公司近期换手率较高,12月29日达到13.44%。公司确认目前无应披露而未披露的重大事项。","content":"<html><head></head><body><p>截至2025年12月29日收盘,<a href=\"https://laohu8.com/S/600118\">中国卫星</a>(600118)报收于88.0元,较前一交易日上涨10.0%,最新总市值为1040.59亿元。该股当日开盘81.0元,最高88.0元,最低75.96元,成交额达133.56亿元,换手率为13.44%。</p><p>公司近日发布《股票交易风险提示公告》,指出公司股票近期涨幅较大,2025年12月3日至12月29日累计上涨106.19%,显著高于行业及上证指数涨幅。公告显示,公司基本面未发生重大变化,股价已处于历史高点,存在非理性炒作及后续下跌风险。财务数据显示,2024年公司营收同比下降25.06%,扣非净利润下降96.67%;2025年1-9月扣非净利润为547.12万元,盈利水平较低。当前滚动市盈率为1810.79倍,市净率为16.38倍,显著高于行业平均水平。此外,公司近期换手率较高,12月29日达到13.44%。公司确认目前无应披露而未披露的重大事项。</p><p><strong><em>最新公告列表</em></strong></p><ul><li>《<a href=\"https://laohu8.com/S/00581\">中国东方</a>红卫星股份有限公司股票交易风险提示公告》</li></ul><p>以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。</p></body></html>","source":"stockstar","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>中国卫星(600118)披露股票交易风险提示公告,12月29日股价上涨10.0%</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中国卫星(600118)披露股票交易风险提示公告,12月29日股价上涨10.0%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1082532455\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/2e305640fc27210243042d09d3a7fa3f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">证券之星 </p>\n<p class=\"h-time\">2025-12-29 22:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>截至2025年12月29日收盘,<a href=\"https://laohu8.com/S/600118\">中国卫星</a>(600118)报收于88.0元,较前一交易日上涨10.0%,最新总市值为1040.59亿元。该股当日开盘81.0元,最高88.0元,最低75.96元,成交额达133.56亿元,换手率为13.44%。</p><p>公司近日发布《股票交易风险提示公告》,指出公司股票近期涨幅较大,2025年12月3日至12月29日累计上涨106.19%,显著高于行业及上证指数涨幅。公告显示,公司基本面未发生重大变化,股价已处于历史高点,存在非理性炒作及后续下跌风险。财务数据显示,2024年公司营收同比下降25.06%,扣非净利润下降96.67%;2025年1-9月扣非净利润为547.12万元,盈利水平较低。当前滚动市盈率为1810.79倍,市净率为16.38倍,显著高于行业平均水平。此外,公司近期换手率较高,12月29日达到13.44%。公司确认目前无应披露而未披露的重大事项。</p><p><strong><em>最新公告列表</em></strong></p><ul><li>《<a href=\"https://laohu8.com/S/00581\">中国东方</a>红卫星股份有限公司股票交易风险提示公告》</li></ul><p>以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600118":"中国卫星","BK0188":"融资融券","BK0012":"证金概念","BK0024":"航母","BK0000":"一带一路","BK0010":"央企","BK0214":"IT设备","BK0051":"卫星导航","BK0037":"军民融合","BK0028":"国家队","BK0005":"高端装备制造","BK0183":"MSCI概念"},"source_url":"https://stock.stockstar.com/RB2025122900036969.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2595733209","content_text":"截至2025年12月29日收盘,中国卫星(600118)报收于88.0元,较前一交易日上涨10.0%,最新总市值为1040.59亿元。该股当日开盘81.0元,最高88.0元,最低75.96元,成交额达133.56亿元,换手率为13.44%。公司近日发布《股票交易风险提示公告》,指出公司股票近期涨幅较大,2025年12月3日至12月29日累计上涨106.19%,显著高于行业及上证指数涨幅。公告显示,公司基本面未发生重大变化,股价已处于历史高点,存在非理性炒作及后续下跌风险。财务数据显示,2024年公司营收同比下降25.06%,扣非净利润下降96.67%;2025年1-9月扣非净利润为547.12万元,盈利水平较低。当前滚动市盈率为1810.79倍,市净率为16.38倍,显著高于行业平均水平。此外,公司近期换手率较高,12月29日达到13.44%。公司确认目前无应披露而未披露的重大事项。最新公告列表《中国东方红卫星股份有限公司股票交易风险提示公告》以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","news_type":1,"symbols_score_info":{"600118":1.5}},"isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512043437191392,"gmtCreate":1766037649708,"gmtModify":1766037652644,"author":{"id":"3539827262953203","authorId":"3539827262953203","name":"专薅羊毛融","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3539827262953203","authorIdStr":"3539827262953203"},"themes":[],"title":"","htmlText":"常年喜欢一日游后猛砸盘,坚决不碰","listText":"常年喜欢一日游后猛砸盘,坚决不碰","text":"常年喜欢一日游后猛砸盘,坚决不碰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512043437191392","repostId":"2592929672","repostType":2,"repost":{"id":"2592929672","kind":"news","pubTimestamp":1766027280,"share":"https://www.laohu8.com/m/news/2592929672?lang=zh_CN&edition=full","pubTime":"2025-12-18 11:08","market":"sh","language":"zh","title":"商业航天概念持续走高 中国卫星等十余股涨停","url":"https://stock-news.laohu8.com/highlight/detail?id=2592929672","media":"每日经济新闻","summary":"每经AI快讯,12月18日,商业航天概念盘中持续走高,中国卫星封涨停,此前天银机电、北摩高科、西部材料、天箭科技等多股涨停,航天环宇、邵阳液压、西测测试涨超10%。\n\n\n海量资讯、精准解读,尽在新浪财经APP","content":"<div>\n<p>每经AI快讯,12月18日,商业航天概念盘中持续走高,中国卫星封涨停,此前天银机电、北摩高科、西部材料、天箭科技等多股涨停,航天环宇、邵阳液压、西测测试涨超10%。\n\n\n海量资讯、精准解读,尽在新浪财经APP</p>\n\n<a href=\"https://finance.sina.com.cn/stock/relnews/cn/2025-12-18/doc-inhcetxt3325297.shtml\">网页链接</a>\n\n</div>\n","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>商业航天概念持续走高 中国卫星等十余股涨停</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\">\n商业航天概念持续走高 中国卫星等十余股涨停\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-18 11:08 北京时间 <a href=https://finance.sina.com.cn/stock/relnews/cn/2025-12-18/doc-inhcetxt3325297.shtml><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>每经AI快讯,12月18日,商业航天概念盘中持续走高,中国卫星封涨停,此前天银机电、北摩高科、西部材料、天箭科技等多股涨停,航天环宇、邵阳液压、西测测试涨超10%。\n\n\n海量资讯、精准解读,尽在新浪财经APP</p>\n\n<a href=\"https://finance.sina.com.cn/stock/relnews/cn/2025-12-18/doc-inhcetxt3325297.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":{"600118":"中国卫星","BK0214":"IT设备","BK0028":"国家队","BK0051":"卫星导航","BK0010":"央企","BK0005":"高端装备制造","BK0037":"军民融合","BK0183":"MSCI概念","BK0188":"融资融券","BK0024":"航母","BK0012":"证金概念","BK0000":"一带一路"},"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2025-12-18/doc-inhcetxt3325297.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2592929672","content_text":"每经AI快讯,12月18日,商业航天概念盘中持续走高,中国卫星封涨停,此前天银机电、北摩高科、西部材料、天箭科技等多股涨停,航天环宇、邵阳液压、西测测试涨超10%。\n\n\n海量资讯、精准解读,尽在新浪财经APP","news_type":1,"symbols_score_info":{"600118":1.5}},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512042134938504,"gmtCreate":1766037325244,"gmtModify":1766037327828,"author":{"id":"3539827262953203","authorId":"3539827262953203","name":"专薅羊毛融","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3539827262953203","authorIdStr":"3539827262953203"},"themes":[],"title":"","htmlText":"常年喜欢一日游后,幅度砸,坚决别碰","listText":"常年喜欢一日游后,幅度砸,坚决别碰","text":"常年喜欢一日游后,幅度砸,坚决别碰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512042134938504","repostId":"2592251149","repostType":2,"repost":{"id":"2592251149","kind":"highlight","weMediaInfo":{"introduction":"证券之星始创于1996年,是国内领先的金融信息及综合服务平台。关注证券之星,即时获取有价值的财经资讯。","home_visible":1,"media_name":"证券之星","id":"1082532455","head_image":"https://community-static.tradeup.com/news/2e305640fc27210243042d09d3a7fa3f"},"pubTimestamp":1766027121,"share":"https://www.laohu8.com/m/news/2592251149?lang=zh_CN&edition=full","pubTime":"2025-12-18 11:05","market":"hk","language":"zh","title":"异动快报:中国卫星(600118)12月18日11点4分触及涨停板","url":"https://stock-news.laohu8.com/highlight/detail?id=2592251149","media":"证券之星","summary":"证券之星12月18日盘中消息,11点4分中国卫星触及涨停板。其所属行业航天装备目前上涨。领涨股为航天环宇。该股为太空算力,卫星互联网,航天概念热股,当日太空算力概念上涨5.18%,卫星互联网概念上涨3.51%,航天概念上涨3.5%。12月17日的资金流向数据方面,主力资金净流出3169.8万元,占总成交额0.82%,游资资金净流出4187.22万元,占总成交额1.08%,散户资金净流入7357.02万元,占总成交额1.9%。","content":"<html><body><p>证券之星12月18日盘中消息,11点4分<a href=\"https://laohu8.com/S/600118\">中国卫星</a>(600118)触及涨停板。其所属行业<a href=\"https://laohu8.com/S/000901\">航天</a>装备目前上涨。领涨股为<a href=\"https://laohu8.com/S/688523\">航天环宇</a>。该股为太空算力,卫星互联网,<a href=\"https://laohu8.com/S/00031\">航天</a>概念热股,当日太空算力概念上涨5.18%,卫星互联网概念上涨3.51%,航天概念上涨3.5%。</p><p>12月17日的资金流向数据方面,主力资金净流出3169.8万元,占总成交额0.82%,游资资金净流出4187.22万元,占总成交额1.08%,散户资金净流入7357.02万元,占总成交额1.9%。</p><p>近5日资金流向一览见下表:</p><p><img src=\"http://static.stockstar.com/cmsrobo/stk_zjlx_5d_sh600118_1766027109_11.png\"/></p><p>中国卫星主要指标及行业内排名如下:</p><p><img src=\"http://static.stockstar.com/cmsrobo/stkidx_table_pic_sh600118_1766027113_2.png\"/></p><p>以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。</p></body></html>","source":"stockstar","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>异动快报:中国卫星(600118)12月18日11点4分触及涨停板</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异动快报:中国卫星(600118)12月18日11点4分触及涨停板\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1082532455\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/2e305640fc27210243042d09d3a7fa3f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">证券之星 </p>\n<p class=\"h-time\">2025-12-18 11:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>证券之星12月18日盘中消息,11点4分<a href=\"https://laohu8.com/S/600118\">中国卫星</a>(600118)触及涨停板。其所属行业<a href=\"https://laohu8.com/S/000901\">航天</a>装备目前上涨。领涨股为<a href=\"https://laohu8.com/S/688523\">航天环宇</a>。该股为太空算力,卫星互联网,<a href=\"https://laohu8.com/S/00031\">航天</a>概念热股,当日太空算力概念上涨5.18%,卫星互联网概念上涨3.51%,航天概念上涨3.5%。</p><p>12月17日的资金流向数据方面,主力资金净流出3169.8万元,占总成交额0.82%,游资资金净流出4187.22万元,占总成交额1.08%,散户资金净流入7357.02万元,占总成交额1.9%。</p><p>近5日资金流向一览见下表:</p><p><img src=\"http://static.stockstar.com/cmsrobo/stk_zjlx_5d_sh600118_1766027109_11.png\"/></p><p>中国卫星主要指标及行业内排名如下:</p><p><img src=\"http://static.stockstar.com/cmsrobo/stkidx_table_pic_sh600118_1766027113_2.png\"/></p><p>以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600118":"中国卫星","BK0010":"央企","BK0000":"一带一路","BK0012":"证金概念","BK0214":"IT设备","BK0028":"国家队","BK0051":"卫星导航","BK0005":"高端装备制造","BK0037":"军民融合","BK0183":"MSCI概念","BK0188":"融资融券","BK0024":"航母"},"source_url":"https://stock.stockstar.com/RB2025121800011056.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2592251149","content_text":"证券之星12月18日盘中消息,11点4分中国卫星(600118)触及涨停板。其所属行业航天装备目前上涨。领涨股为航天环宇。该股为太空算力,卫星互联网,航天概念热股,当日太空算力概念上涨5.18%,卫星互联网概念上涨3.51%,航天概念上涨3.5%。12月17日的资金流向数据方面,主力资金净流出3169.8万元,占总成交额0.82%,游资资金净流出4187.22万元,占总成交额1.08%,散户资金净流入7357.02万元,占总成交额1.9%。近5日资金流向一览见下表:中国卫星主要指标及行业内排名如下:以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","news_type":1,"symbols_score_info":{"600118":1.5}},"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512025744728480,"gmtCreate":1766033331477,"gmtModify":1766033333586,"author":{"id":"3539827262953203","authorId":"3539827262953203","name":"专薅羊毛融","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3539827262953203","authorIdStr":"3539827262953203"},"themes":[],"title":"","htmlText":"看看就好了","listText":"看看就好了","text":"看看就好了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512025744728480","repostId":"1188834327","repostType":2,"repost":{"id":"1188834327","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":1766032878,"share":"https://www.laohu8.com/m/news/1188834327?lang=zh_CN&edition=full","pubTime":"2025-12-18 12:41","market":"hk","language":"zh","title":"香港交易所建议优化每手买卖单位框架,提升市场效率和参与度","url":"https://stock-news.laohu8.com/highlight/detail?id=1188834327","media":"老虎资讯综合","summary":"支持更多散户投资者参与香港股票市场。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/00388\">香港交易所</a> 消息,香港交易及结算所有限公司(香港交易所)今天(星期四)刊发谘询文件,就优化香港证券市场每手买卖单位框架的建议谘询市场意见,以提升交易、结算及交收效率。谘询为期12周,将于2026年3月12日(星期四)结束。</p><p>主要建议包括:</p><p>一、有八种每手股数可供发行人选择:1股、50股、100股、500股、1000股、2000股、5000股和10000股,若实施相关建议,预计约25%的发行人须调整其每手股数。</p><p>二、由于目前交易的执行成本已有所降低,每手价值的指引下限将由现在的2000元减半至1000元,对于采用每手股数大于100股的发行人,将增设50000元的每手价值指引上限。</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>香港交易所建议优化每手买卖单位框架,提升市场效率和参与度</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\">\n香港交易所建议优化每手买卖单位框架,提升市场效率和参与度\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\">2025-12-18 12:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/00388\">香港交易所</a> 消息,香港交易及结算所有限公司(香港交易所)今天(星期四)刊发谘询文件,就优化香港证券市场每手买卖单位框架的建议谘询市场意见,以提升交易、结算及交收效率。谘询为期12周,将于2026年3月12日(星期四)结束。</p><p>主要建议包括:</p><p>一、有八种每手股数可供发行人选择:1股、50股、100股、500股、1000股、2000股、5000股和10000股,若实施相关建议,预计约25%的发行人须调整其每手股数。</p><p>二、由于目前交易的执行成本已有所降低,每手价值的指引下限将由现在的2000元减半至1000元,对于采用每手股数大于100股的发行人,将增设50000元的每手价值指引上限。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5a0d8d07bb7c07ed67df2bae10160584","relate_stocks":{"00388":"香港交易所"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188834327","content_text":"香港交易所 消息,香港交易及结算所有限公司(香港交易所)今天(星期四)刊发谘询文件,就优化香港证券市场每手买卖单位框架的建议谘询市场意见,以提升交易、结算及交收效率。谘询为期12周,将于2026年3月12日(星期四)结束。主要建议包括:一、有八种每手股数可供发行人选择:1股、50股、100股、500股、1000股、2000股、5000股和10000股,若实施相关建议,预计约25%的发行人须调整其每手股数。二、由于目前交易的执行成本已有所降低,每手价值的指引下限将由现在的2000元减半至1000元,对于采用每手股数大于100股的发行人,将增设50000元的每手价值指引上限。","news_type":1,"symbols_score_info":{"00388":2}},"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511701439119896,"gmtCreate":1765954072292,"gmtModify":1765954074440,"author":{"id":"3539827262953203","authorId":"3539827262953203","name":"专薅羊毛融","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3539827262953203","authorIdStr":"3539827262953203"},"themes":[],"title":"","htmlText":"人民赚钱了","listText":"人民赚钱了","text":"人民赚钱了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511701439119896","repostId":"2592968423","repostType":2,"repost":{"id":"2592968423","kind":"news","pubTimestamp":1765953000,"share":"https://www.laohu8.com/m/news/2592968423?lang=zh_CN&edition=full","pubTime":"2025-12-17 14:30","market":"sh","language":"zh","title":"牛散葛卫东赚了上百亿:错过摩尔的投资人,在沐曦上赚麻了","url":"https://stock-news.laohu8.com/highlight/detail?id=2592968423","media":"腾讯财经","summary":" 12 月 16 日,距离“国产GPU第二股”沐曦股份在科创板敲钟只剩不到 24 小时,A股全市场超4400只个股下跌,沪指跌破3800点。若中签投资者在当日最高点卖出,单签浮盈超过28万元。 沐曦会是上天给错过摩尔线程的投资人一次“倒车接人”的机会吗? 12月17日,沐曦股份登陆上交所科创板。此次上市发行价104.66元/股,在年内上市新股中位居第二,仅次于摩尔线程的114.28元。葛卫东的首笔2022年7月的投资就已满足解禁条件。","content":"<html><head></head><body><p style=\"text-align: justify;\">12 月 16 日,距离“国产GPU第二股”沐曦股份在科创板敲钟只剩不到 24 小时,A股全市场超4400只个股下跌,沪指跌破3800点。</p><p style=\"text-align: justify;\">焦虑在沐曦的股吧里弥漫。一些股民言之凿凿,认为此次暴跌就和摩尔线程上市前一天一样,可能是因为大佬们套现准备资金迎战沐曦,而且有摩尔线程珠玉在前,所以市场反应会更剧烈。</p><p style=\"text-align: justify;\">11天前,“国产GPU第一股”摩尔线程刚刚刷新A股全面注册制实施以来的打新收益纪录:上市首日收盘报600.5元/股,涨幅为425.46%,市值突破2823亿元。若中签投资者在当日最高点卖出,单签浮盈超过28万元。然而,摩尔线程随后几日的股价在剧烈震荡中回调,让不少高位追入的人体验了一把从云端坠落的失重感。</p><p style=\"text-align: justify;\"><strong>沐曦会是上天给错过摩尔线程的投资人一次“倒车接人”的机会吗?</strong></p><p style=\"text-align: justify;\">12月17日,沐曦股份登陆上交所科创板。此次上市发行价104.66元/股,在年内上市新股中位居第二,仅次于摩尔线程的114.28元。上市后,沐曦股份竞价高开568%,股价报700元,总市值达2800亿元,如此意味着,不仅中签投资者单签盈利近30万元,一些人在游戏刚开局就赚了百亿元。</p><h2 id=\"id_1231051218\">谁在瓜分百亿盛宴</h2><p style=\"text-align: justify;\">“没赶上寒武纪,就去抢摩尔线程老股”——这曾是硬科技投资圈里一句半带调侃、半是真实的话,折射出过去一年里市场对国产AI芯片份额的狂热追逐。</p><p style=\"text-align: justify;\">多家机构投资人曾向腾讯财经透露,在上市前阶段,参与头部国产AI芯片企业的融资额度极为紧俏。一位投资人表示,他准备了2亿元资金,通过多方渠道辗转沟通,最终也仅获配2000万元额度。这样的经历并非个例。</p><p style=\"text-align: justify;\">虽然与摩尔线程一同被称为国产GPU领域的双子星,吸金能力和产品认可度不亚于摩尔线程,但沐曦相对要神秘和低调许多。这家于2020年9月在上海成立,聚焦以云端为代表的智能算力市场的国产AI芯片公司,科创板IPO申请于今年6月30日获受理,从受理到正式上市仅历时170天。</p><p style=\"text-align: justify;\">在上市前,沐曦股份已完成约八轮融资。</p><p style=\"text-align: justify;\">招股书显示,公司实控人陈维良目前控制22.94%的股份,上市后预计控制20.63%。投资方阵容和摩尔线程一样是“国有资本+产业资本+顶级风投”:既有上海科创基金、浦东资本、国调基金等国有背景资本,也包括红杉中国、经纬创投、混沌资本、联想创投等知名机构;还有中移基金、电信方舟、中金上汽等产业资本。</p><p style=\"text-align: justify;\">在众多投资者中,还有A股知名牛散、私募大佬葛卫东。葛卫东毕业于四川大学经济系,现任上海混沌投资董事长。他在2022年7月首次投资沐曦,并在2025年2月和3月通过两次增资突击入股,获得6.73%的股权。以上市后目前涨幅达568%计算,葛卫东的持股市值预计将升至约188.44亿元,收益超百亿元。</p><p style=\"text-align: justify;\">上市前公司有股份3.6亿股,包括葛卫东在内的多家机构及个人股东,其股份锁定期均为自取得之日起三年。随着公司成功上市,部分早期投资股份已临近解禁窗口。葛卫东的首笔2022年7月的投资就已满足解禁条件。类似情况的还有红杉、经纬、国调基金、中金、联想等机构股东。换句话说,在公司上市初期股价经历市场热情推高后,有可能因上述股份逐步进入解禁期而面临一定的抛售压力。</p><p style=\"text-align: justify;\">本次沐曦股份公开发行4010万股,发行价格为每股104.66元,募集资金总额约41.97亿元。战略配售部分共计802万股,包括了对员工的激励。招股书显示,截至2025年3月底,公司870名员工有730人参与了家园1号员工持股计划,合计持股588.4272万股,人均持股8060.65股。</p><p style=\"text-align: justify;\">其余获配方包括华泰证券、国家人工智能产业基金、中国电信,以及京东、美团、义乌小商品城等产业投资方,除了华泰证券禁售2年,其余投资方禁售期多为1年。</p><p style=\"text-align: justify;\">参与打新的包括了一众投资机构,不少机构都是旗下众多产品组团参与。从发行结构来看,除战略配售部分外,网下发行包含有限售期股份1435.56万股和无限售期股份847.35万股。其中网上发行获配数量为966.55万股,中签率仅为0.033489%,比摩尔线程还要低。</p><p style=\"text-align: justify;\">由于流通股份规模很有限,这意味着与摩尔线程类似,沐曦的股价也容易剧烈波动。</p><h2 id=\"id_2703802590\" style=\"text-align: left;\">殊途同归的双子星</h2><p style=\"text-align: justify;\">虽然常常被放在一起比较,但沐曦与摩尔线程相似中有不同。</p><p style=\"text-align: justify;\">摩尔线程的掌门人张建中来自英伟达,摩尔线程主打的也是“全功能 GPU”,既想做图形渲染,又想做 AI 计算,产品线覆盖了从显卡到智算集群的广阔领域。这种“既要又要”的策略,旨在复制英伟达横跨B端与C端的优势,但同时也意味着更长的研发战线和更复杂的资源调配。</p><p style=\"text-align: justify;\">而沐曦创始团队则出身 AMD,且与摩尔线程背景偏向市场与生态构建不同,沐曦的团队更偏向于“工程实现”与“架构设计”。董事长陈维良曾担任AMD高级总监,CTO杨建曾是AMD大中华区首位华人科学家,另一位高管彭莉是AMD全球首位华人女科学家。招股书将沐曦定义为“高性能通用GPU领军者”,其产品针对数据中心和高性能计算设计。公司强调全栈自研,覆盖从指令集、架构、IP到软件栈的完整链条。</p><p style=\"text-align: justify;\">在财务数据方面,沐曦近年来营收快速爬坡:2022年42.64万元,2023年曦思N100量产后跃升至5302.12万元,2024年随着“训推一体”的高性能GPU曦云C500规模化交付,营收飙升至7.43亿元,超越摩尔线程同年4.38亿元的营收规模。</p><p style=\"text-align: justify;\">招股书信息显示,截至2024年底,沐曦GPU累计销量已超2.5万颗,产品在国家级智算平台及运营商网络中实现规模化部署。</p><p style=\"text-align: justify;\">摩尔线程的营收增长同样迅速,2022年至2024年,摩尔线程营收分别为4600万元、1.24亿元、4.38亿元,但研发费用分别为11.16亿元、13.34亿元、13.59亿元。2024年,摩尔线程研发费用高达13.59亿元,也高于沐曦同期的9.01亿元。</p><p style=\"text-align: justify;\">研发费用居高不下,两家公司都将募资重点投向了下一代芯片的军备竞赛。摩尔线程继续其“图形+AI”的双线策略,而沐曦正在研发第二代高性能通用GPU曦云C600和第三代高性能通用GPU曦云C700,以及下一代AI推理芯片Nx。其中,性能介于英伟达A100与H100之间的曦云C600预计2025年底风险量产。综合性能对标H100、基于国产供应链的曦云C700系列计划2026年下半年流片。</p><p style=\"text-align: justify;\">尽管商业化初见成效,但巨额亏损仍是国产AI芯片公司必须面对的现实。从盈利情况看,沐曦目前尚未扭亏。2022年至2024年,公司归母净利润分别为-7.77亿元、-8.71亿元和-14.09亿元,亏损呈扩大趋势。至2025年第一季度,单季度亏损额为-2.33亿元。</p><p style=\"text-align: justify;\">公司预计在2025年全年实现营收15亿元至19.8亿元,同比增长101.86%至166.46%,同时净亏损将收窄至7.63亿元至5.27亿元,减亏幅度达45.84%至62.59%,最早在2026年达到盈亏平衡。</p><h2 id=\"id_4031248255\" style=\"text-align: left;\">错过摩尔和沐曦的投资人也不伤心</h2><p style=\"text-align: justify;\">对一众国产AI芯片公司来说,资本市场的输血将助其加速冲刺。但真正的考验在于,在英伟达构筑的绝对领先优势下,谁能在国产替代过程中率先跑通可持续的商业闭环。</p><p style=\"text-align: justify;\">面对近期摩尔线程和沐曦先后上市带动二级市场高涨的情绪,有芯片行业资深分析人士的观点是,目前股价的飙升难以单纯用基本面衡量,更多反映了市场情绪与资金博弈。从核心指标看,摩尔线程一度近4000亿市值对应今年预计14亿营收,市销率高达285倍,远超寒武纪约88倍的市销率。但是理性分析,在产品竞争力、未来营收增长持续性及发展潜力上,寒武纪仍明显领先。即使考虑摩尔线程营收基数较小带来的弹性,其未来增速也很难达到寒武纪的三倍以上。双方在明年营收翻倍的预期较为接近,业绩层面并不支撑如此悬殊的估值差距。</p><p style=\"text-align: justify;\">他认为,此轮股价飙涨背后,主要原因是当前A股科技板块整体缺乏热点,市场对AI芯片概念存在集中追捧,加之流通筹码有限,放大了价格波动。</p><p style=\"text-align: justify;\">也有人在狂热中坚持自己的判断。一位曾在今年一季度沐曦pre IPO阶段有机会投资沐曦但是最终放弃了的投资人告诉腾讯财经,当时,他们放弃的核心理由是其认为当前国产AI芯片真正的挑战并非芯片设计环节,而在于生产制造端的自主可控。他表示,其投资逻辑并非追求短期二级市场回报,而是更注重企业是否具备应对行业根本制约、构建长期核心竞争力的能力与路径。</p><p style=\"text-align: justify;\">此前,12月12日,在市值一度接近4000亿元后,摩尔线程公告称,公司及实施募投项目的子公司计划使用最高不超过75亿元的闲置募集资金进行现金管理,投资于协定存款、通知存款、定期存款、结构性存款等安全性高、流动性好的保本型产品。</p><p style=\"text-align: justify;\">公告发布后摩尔线程两个交易日市值累计蒸发近1000亿。截至发稿,摩尔线程股价为718.99元,目前最新市值3384.2亿元,位列科创板总市值第三。按照目前沐曦2800亿元的市值计算,其将超越中芯国际和中微公司,仅次于摩尔线程,成为科创板总市值第四名。</p></body></html>","source":"txcj","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\" 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日,距离“国产GPU第二股”沐曦股份在科创板敲钟只剩不到 24 小时,A股全市场超4400只个股下跌,沪指跌破3800点。焦虑在沐曦的股吧里弥漫。一些股民言之凿凿,认为此次暴跌就和摩尔线程上市前一天一样,可能是因为大佬们套现准备资金迎战沐曦,而且有摩尔线程珠玉在前,所以市场反应会更剧烈。11天前,“国产GPU第一股”摩尔线程刚刚刷新A股全面注册制实施以来的打新收益纪录:上市首日...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MjM5OTA0Mzc2MA==&mid=2651470877&idx=1&sn=dde2b98253970cdafd8068d06e6ef69a&chksm=bc6c3ec8aed4789a42e841fc82a8973a5ca6679ad6a4041dc6475885644badc9e54ae8dab478&scene=0&xtrack=1?clueId=8955695973\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"688795":"摩尔线程","688802":"沐曦股份"},"source_url":"https://mp.weixin.qq.com/s?__biz=MjM5OTA0Mzc2MA==&mid=2651470877&idx=1&sn=dde2b98253970cdafd8068d06e6ef69a&chksm=bc6c3ec8aed4789a42e841fc82a8973a5ca6679ad6a4041dc6475885644badc9e54ae8dab478&scene=0&xtrack=1?clueId=8955695973","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2592968423","content_text":"12 月 16 日,距离“国产GPU第二股”沐曦股份在科创板敲钟只剩不到 24 小时,A股全市场超4400只个股下跌,沪指跌破3800点。焦虑在沐曦的股吧里弥漫。一些股民言之凿凿,认为此次暴跌就和摩尔线程上市前一天一样,可能是因为大佬们套现准备资金迎战沐曦,而且有摩尔线程珠玉在前,所以市场反应会更剧烈。11天前,“国产GPU第一股”摩尔线程刚刚刷新A股全面注册制实施以来的打新收益纪录:上市首日收盘报600.5元/股,涨幅为425.46%,市值突破2823亿元。若中签投资者在当日最高点卖出,单签浮盈超过28万元。然而,摩尔线程随后几日的股价在剧烈震荡中回调,让不少高位追入的人体验了一把从云端坠落的失重感。沐曦会是上天给错过摩尔线程的投资人一次“倒车接人”的机会吗?12月17日,沐曦股份登陆上交所科创板。此次上市发行价104.66元/股,在年内上市新股中位居第二,仅次于摩尔线程的114.28元。上市后,沐曦股份竞价高开568%,股价报700元,总市值达2800亿元,如此意味着,不仅中签投资者单签盈利近30万元,一些人在游戏刚开局就赚了百亿元。谁在瓜分百亿盛宴“没赶上寒武纪,就去抢摩尔线程老股”——这曾是硬科技投资圈里一句半带调侃、半是真实的话,折射出过去一年里市场对国产AI芯片份额的狂热追逐。多家机构投资人曾向腾讯财经透露,在上市前阶段,参与头部国产AI芯片企业的融资额度极为紧俏。一位投资人表示,他准备了2亿元资金,通过多方渠道辗转沟通,最终也仅获配2000万元额度。这样的经历并非个例。虽然与摩尔线程一同被称为国产GPU领域的双子星,吸金能力和产品认可度不亚于摩尔线程,但沐曦相对要神秘和低调许多。这家于2020年9月在上海成立,聚焦以云端为代表的智能算力市场的国产AI芯片公司,科创板IPO申请于今年6月30日获受理,从受理到正式上市仅历时170天。在上市前,沐曦股份已完成约八轮融资。招股书显示,公司实控人陈维良目前控制22.94%的股份,上市后预计控制20.63%。投资方阵容和摩尔线程一样是“国有资本+产业资本+顶级风投”:既有上海科创基金、浦东资本、国调基金等国有背景资本,也包括红杉中国、经纬创投、混沌资本、联想创投等知名机构;还有中移基金、电信方舟、中金上汽等产业资本。在众多投资者中,还有A股知名牛散、私募大佬葛卫东。葛卫东毕业于四川大学经济系,现任上海混沌投资董事长。他在2022年7月首次投资沐曦,并在2025年2月和3月通过两次增资突击入股,获得6.73%的股权。以上市后目前涨幅达568%计算,葛卫东的持股市值预计将升至约188.44亿元,收益超百亿元。上市前公司有股份3.6亿股,包括葛卫东在内的多家机构及个人股东,其股份锁定期均为自取得之日起三年。随着公司成功上市,部分早期投资股份已临近解禁窗口。葛卫东的首笔2022年7月的投资就已满足解禁条件。类似情况的还有红杉、经纬、国调基金、中金、联想等机构股东。换句话说,在公司上市初期股价经历市场热情推高后,有可能因上述股份逐步进入解禁期而面临一定的抛售压力。本次沐曦股份公开发行4010万股,发行价格为每股104.66元,募集资金总额约41.97亿元。战略配售部分共计802万股,包括了对员工的激励。招股书显示,截至2025年3月底,公司870名员工有730人参与了家园1号员工持股计划,合计持股588.4272万股,人均持股8060.65股。其余获配方包括华泰证券、国家人工智能产业基金、中国电信,以及京东、美团、义乌小商品城等产业投资方,除了华泰证券禁售2年,其余投资方禁售期多为1年。参与打新的包括了一众投资机构,不少机构都是旗下众多产品组团参与。从发行结构来看,除战略配售部分外,网下发行包含有限售期股份1435.56万股和无限售期股份847.35万股。其中网上发行获配数量为966.55万股,中签率仅为0.033489%,比摩尔线程还要低。由于流通股份规模很有限,这意味着与摩尔线程类似,沐曦的股价也容易剧烈波动。殊途同归的双子星虽然常常被放在一起比较,但沐曦与摩尔线程相似中有不同。摩尔线程的掌门人张建中来自英伟达,摩尔线程主打的也是“全功能 GPU”,既想做图形渲染,又想做 AI 计算,产品线覆盖了从显卡到智算集群的广阔领域。这种“既要又要”的策略,旨在复制英伟达横跨B端与C端的优势,但同时也意味着更长的研发战线和更复杂的资源调配。而沐曦创始团队则出身 AMD,且与摩尔线程背景偏向市场与生态构建不同,沐曦的团队更偏向于“工程实现”与“架构设计”。董事长陈维良曾担任AMD高级总监,CTO杨建曾是AMD大中华区首位华人科学家,另一位高管彭莉是AMD全球首位华人女科学家。招股书将沐曦定义为“高性能通用GPU领军者”,其产品针对数据中心和高性能计算设计。公司强调全栈自研,覆盖从指令集、架构、IP到软件栈的完整链条。在财务数据方面,沐曦近年来营收快速爬坡:2022年42.64万元,2023年曦思N100量产后跃升至5302.12万元,2024年随着“训推一体”的高性能GPU曦云C500规模化交付,营收飙升至7.43亿元,超越摩尔线程同年4.38亿元的营收规模。招股书信息显示,截至2024年底,沐曦GPU累计销量已超2.5万颗,产品在国家级智算平台及运营商网络中实现规模化部署。摩尔线程的营收增长同样迅速,2022年至2024年,摩尔线程营收分别为4600万元、1.24亿元、4.38亿元,但研发费用分别为11.16亿元、13.34亿元、13.59亿元。2024年,摩尔线程研发费用高达13.59亿元,也高于沐曦同期的9.01亿元。研发费用居高不下,两家公司都将募资重点投向了下一代芯片的军备竞赛。摩尔线程继续其“图形+AI”的双线策略,而沐曦正在研发第二代高性能通用GPU曦云C600和第三代高性能通用GPU曦云C700,以及下一代AI推理芯片Nx。其中,性能介于英伟达A100与H100之间的曦云C600预计2025年底风险量产。综合性能对标H100、基于国产供应链的曦云C700系列计划2026年下半年流片。尽管商业化初见成效,但巨额亏损仍是国产AI芯片公司必须面对的现实。从盈利情况看,沐曦目前尚未扭亏。2022年至2024年,公司归母净利润分别为-7.77亿元、-8.71亿元和-14.09亿元,亏损呈扩大趋势。至2025年第一季度,单季度亏损额为-2.33亿元。公司预计在2025年全年实现营收15亿元至19.8亿元,同比增长101.86%至166.46%,同时净亏损将收窄至7.63亿元至5.27亿元,减亏幅度达45.84%至62.59%,最早在2026年达到盈亏平衡。错过摩尔和沐曦的投资人也不伤心对一众国产AI芯片公司来说,资本市场的输血将助其加速冲刺。但真正的考验在于,在英伟达构筑的绝对领先优势下,谁能在国产替代过程中率先跑通可持续的商业闭环。面对近期摩尔线程和沐曦先后上市带动二级市场高涨的情绪,有芯片行业资深分析人士的观点是,目前股价的飙升难以单纯用基本面衡量,更多反映了市场情绪与资金博弈。从核心指标看,摩尔线程一度近4000亿市值对应今年预计14亿营收,市销率高达285倍,远超寒武纪约88倍的市销率。但是理性分析,在产品竞争力、未来营收增长持续性及发展潜力上,寒武纪仍明显领先。即使考虑摩尔线程营收基数较小带来的弹性,其未来增速也很难达到寒武纪的三倍以上。双方在明年营收翻倍的预期较为接近,业绩层面并不支撑如此悬殊的估值差距。他认为,此轮股价飙涨背后,主要原因是当前A股科技板块整体缺乏热点,市场对AI芯片概念存在集中追捧,加之流通筹码有限,放大了价格波动。也有人在狂热中坚持自己的判断。一位曾在今年一季度沐曦pre IPO阶段有机会投资沐曦但是最终放弃了的投资人告诉腾讯财经,当时,他们放弃的核心理由是其认为当前国产AI芯片真正的挑战并非芯片设计环节,而在于生产制造端的自主可控。他表示,其投资逻辑并非追求短期二级市场回报,而是更注重企业是否具备应对行业根本制约、构建长期核心竞争力的能力与路径。此前,12月12日,在市值一度接近4000亿元后,摩尔线程公告称,公司及实施募投项目的子公司计划使用最高不超过75亿元的闲置募集资金进行现金管理,投资于协定存款、通知存款、定期存款、结构性存款等安全性高、流动性好的保本型产品。公告发布后摩尔线程两个交易日市值累计蒸发近1000亿。截至发稿,摩尔线程股价为718.99元,目前最新市值3384.2亿元,位列科创板总市值第三。按照目前沐曦2800亿元的市值计算,其将超越中芯国际和中微公司,仅次于摩尔线程,成为科创板总市值第四名。","news_type":1,"symbols_score_info":{"688795":2,"688802":2}},"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":510962926547768,"gmtCreate":1765759677857,"gmtModify":1765759680458,"author":{"id":"3539827262953203","authorId":"3539827262953203","name":"专薅羊毛融","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3539827262953203","authorIdStr":"3539827262953203"},"themes":[],"title":"","htmlText":"苹果不是也是吗,期待。","listText":"苹果不是也是吗,期待。","text":"苹果不是也是吗,期待。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/510962926547768","repostId":"2591698531","repostType":2,"repost":{"id":"2591698531","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":1765759024,"share":"https://www.laohu8.com/m/news/2591698531?lang=zh_CN&edition=full","pubTime":"2025-12-15 08:37","market":"hk","language":"zh","title":"启动投行遴选,Space X开始准备明年“超级IPO”,谷歌是重要股东?","url":"https://stock-news.laohu8.com/highlight/detail?id=2591698531","media":"华尔街见闻","summary":"尽管IPO尚未最终确定,但SpaceX的估值正在二级市场交易中急剧攀升,估值被推高至约8000亿美元,较今年夏季的4000亿美元翻了一番。作为自2015年起便持有SpaceX股份的早期投资者,谷歌母公司Alphabet预计将因SpaceX的新一轮估值飙升而录得可观的账面收益。","content":"<html><head></head><body><blockquote><p>尽管IPO尚未最终确定,但SpaceX的估值正在二级市场交易中急剧攀升,估值被推高至约8000亿美元,较今年夏季的4000亿美元翻了一番。作为自2015年起便持有SpaceX股份的早期投资者,谷歌母公司Alphabet预计将因SpaceX的新一轮估值飙升而录得可观的账面收益。</p></blockquote><p>SpaceX已正式启动投行遴选程序,这标志着这家商业<a href=\"https://laohu8.com/S/000901\">航天</a>巨头朝着IPO迈出了最实质性的一步。若进展顺利,这或将成为资本市场近年来规模最大的IPO之一。</p><p>12月14日,据《华尔街日报》援引知情人士消息,SpaceX高管定于本周面试投资银行家,即业内俗称的“选秀”(bake-off)环节,以聘请顾问协助其上市事宜。与此同时,首席财务官Bret Johnsen在上周五向员工发送的内部信息中证实,公司正为明年可能进行的公开募股做准备。<strong>他在信中表示:“如果我们执行出色且市场配合,公开募股可能会筹集到大量资金。”</strong></p><p>尽管IPO的具体时间表尚未最终确定,且管理层强调上市仍存在“高度不确定性”,但SpaceX的估值正在二级市场交易中急剧攀升。据报道,此前的二级市场股票出售计划将该公司的估值推高至约8000亿美元,较今年夏季的4000亿美元估值翻了一番。</p><p>此次估值跃升不仅不仅吸引了公开市场的目光,也将直接影响其长期支持者的财务报表。作为自2015年起便持有SpaceX股份的早期投资者,<strong><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet预计将因SpaceX的新一轮估值飙升而录得可观的账面收益</strong>,市场正密切关注其后续财报中的相关数据披露。</p><h2 id=\"id_2782948035\">启动投行“选秀” 估值飙升至8000亿美元</h2><p>在成立二十余年后,SpaceX已成长为美国政府的关键承包商,业务涵盖卫星发射及载人<a href=\"https://laohu8.com/S/00031\">航天</a>,其Starlink卫星互联网业务的增长进一步支撑了公司价值。</p><p>根据《华尔街日报》报道,SpaceX首席财务官Bret Johnsen在内部沟通中明确提到了明年上市的可能性。这一决定令部分接近公司的人士感到意外,但其时机正值美国IPO市场在经历数年沉寂后重通过程中。银行家们对2026年的市场前景持乐观态度,而SpaceX若成功上市,无疑将是一笔重磅交易。</p><p>不过,Johnsen同时也向员工提示了风险,指出上市计划仍受执行情况和市场环境的双重制约。</p><p>在推进IPO准备工作的同时,SpaceX在一级市场的估值已出现显著重估。<strong>据《华尔街日报》本月早些时候报道,SpaceX正在进行二级股票发售,交易估值约为8000亿美元。</strong></p><p>彭博社的报道进一步披露了细节,称SpaceX的内部要约收购价格定为每股421美元。这一价格较此前的二级市场交易出现了大幅跳涨。今年夏季,该公司的估值尚处于4000亿美元水平。</p><h2 id=\"id_1222808664\">Alphabat或录得巨额账面收益</h2><p>SpaceX估值的飙升将直接利好其重要股东Alphabet。据彭博社报道,随着SpaceX完成这笔隐含8000亿美元估值的要约收购,Alphabet预计将再次录得一笔可观的账面收益。</p><p>Alphabet自2015年起便是SpaceX的投资者。当时,该公司与Fidelity Investments共同参与了一轮10亿美元的融资,合计持股比例约为10%。尽管Alphabet对此拒绝置评,并依政策未披露具体的私有持仓详情,但过往财报已显示出SpaceX估值变化对其业绩的提振作用。</p><p><strong>今年4月,Alphabet披露了一笔80亿美元的“未实现收益”,尽管未指名具体公司,但市场广泛认为这源于去年底SpaceX约3500亿美元估值的要约收购。</strong>这一收益曾帮助Alphabet第一季度的净利润超出华尔街预期。</p><p>此类收益通常在财报中被归类为“非有价权益证券的未实现收益”。随着最新一轮估值大幅攀升,投资者将密切关注Alphabet下一份财报中可能出现的会计收益增长。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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启动投行遴选,Space X开始准备明年“超级IPO”,谷歌是重要股东?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-15 08:37 北京时间 <a href=https://wallstreetcn.com/articles/3761379><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管IPO尚未最终确定,但SpaceX的估值正在二级市场交易中急剧攀升,估值被推高至约8000亿美元,较今年夏季的4000亿美元翻了一番。作为自2015年起便持有SpaceX股份的早期投资者,谷歌母公司Alphabet预计将因SpaceX的新一轮估值飙升而录得可观的账面收益。SpaceX已正式启动投行遴选程序,这标志着这家商业航天巨头朝着IPO迈出了最实质性的一步。若进展顺利,这或将成为资本市场...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3761379\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9b556a3da3b24e168f13b6cd76421319","relate_stocks":{"LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) 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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中兴通讯:拟使用自有资金10亿元-12亿元回购公司股票\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\">2025-12-12 13:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月12日,<a href=\"https://laohu8.com/S/00763\">中兴通讯</a>AH股午后齐拉升,A股涨近2%,H股涨近5%!公告称拟使用自有资金10亿元-12亿元回购公司股票。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3553322d730353e5d5a8b307e067f789\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>中兴通讯午间发布公告,公司拟使用自有资金以集中竞价交易方式回购公司A股股份(以下简称“本次回购”),用于实施公司员工持股计划或者股权激励。本次回购资金总额为不低于人民币10亿元且不超过人民币12亿元(均包含本数)。按照回购资金上限人民币12亿元、回购A股股份价格上限人民币63.09元/股测算,公司本次回购股份数量约为1902.04万股,约占公司目前总股本的0.40%。具体回购股份的数量以回购期满时实际回购的股份数量为准。本次回购期限自董事会审议通过本次回购方案之日起12个月内。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb9ab36ec1dedf80911e138d29190abd\" title=\"\" tg-width=\"706\" tg-height=\"605\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"00763":"中兴通讯","000063":"中兴通讯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145193060","content_text":"12月12日,中兴通讯AH股午后齐拉升,A股涨近2%,H股涨近5%!公告称拟使用自有资金10亿元-12亿元回购公司股票。中兴通讯午间发布公告,公司拟使用自有资金以集中竞价交易方式回购公司A股股份(以下简称“本次回购”),用于实施公司员工持股计划或者股权激励。本次回购资金总额为不低于人民币10亿元且不超过人民币12亿元(均包含本数)。按照回购资金上限人民币12亿元、回购A股股份价格上限人民币63.09元/股测算,公司本次回购股份数量约为1902.04万股,约占公司目前总股本的0.40%。具体回购股份的数量以回购期满时实际回购的股份数量为准。本次回购期限自董事会审议通过本次回购方案之日起12个月内。","news_type":1,"symbols_score_info":{"00763":0.48,"000063":2}},"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}