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BenBina
BenBina
·
10:58
韩国散户买的票,基本上都会崩盘
太疯狂!韩国散户涌入美国市场大买SK海力士ADR、QLD、SOXL、TQQQ
要点7月,韩国散户投资者净买入45亿美元美国股票,而本土市场出现回调。SK海力士的ADR是净买入第二多的美国证券,尽管韩国投资者可以直接在国内买入同一家公司。拉蒙特在谈到韩国投资者买入SK海力士美国上市股票时表示:“这绝对疯狂。韩国投资者没有理由在美国购买韩国股票的ADR。”与此同时,韩国股市出现大规模抛售。对市场的影响韩国资金涌入能否显著增加规模大得多的美国市场的整体波动性,是另一个问题。
太疯狂!韩国散户涌入美国市场大买SK海力士ADR、QLD、SOXL、TQQQ
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BenBina
BenBina
·
08-17 14:14
$商汤-W(00020)$
你确实是精准控盘老登,你说第二,没人敢说第一。确实佩服
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BenBina
BenBina
·
08-13
$中芯国际(00981)$
这是预期财报要挂了??
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BenBina
BenBina
·
08-13
$联想集团(00992)$
太离谱了
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BenBina
BenBina
·
08-12
$NEBIUS(NBIS)$
这比过分了
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BenBina
BenBina
·
08-12
哪有这么一模一样的数字。绝对造假。。。
美国7月CPI同比增长3.4%,预期增长3.4%,前值增长3.5%
美国7月CPI同比增长3.4%,预期增长3.4%,前值增长3.5%
美国7月CPI同比增长3.4%,预期增长3.4%,前值增长3.5%
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BenBina
BenBina
·
08-12
$NEBIUS(NBIS)$
还不发财报。感觉要完蛋了
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BenBina
BenBina
·
08-12
$腾讯控股(00700)$
这财报。。明天大跌是必然
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BenBina
BenBina
·
08-11
1800的成本去接盘,果然是专业接盘侠
异动解读|阿斯麦盘前上涨3.02%,知名私募建仓叠加回购计划持续推进
8月11日,阿斯麦盘前上涨3.02%,报1785.98美元/股,成交额4352.25万美元。消息面上,千亿私募景林资产近日披露的13F文件显示,其二季度新建仓阿斯麦等AI算力产业链公司,同时清仓英伟达、Meta等热门科技股,释放机构资金向半导体设备转移信号。此外,阿斯麦于8月10日再度披露其现行股票回购计划下的最新交易情况,持续向市场传递管理层对公司价值的信心。此前阿斯麦因中国国产DUV光刻机量产传闻7月累计跌幅超18%,当前股价延续超跌后资金回流态势。(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)
异动解读|阿斯麦盘前上涨3.02%,知名私募建仓叠加回购计划持续推进
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BenBina
BenBina
·
08-10
摩根被智谱深套,所以给大家画大饼
智谱获摩根士丹利上调目标价近72%
大摩将智谱目标价上调近72%至1700港元,理由是算力获取能力提升及新融资支持。同时表示,中国大模型行业商业化逻辑正从价格战转向依靠模型智能变现,行业生态比市场预期更健康。该行对MiniMax维持建设性观点但下调目标价至900港元,并继续看好阿里巴巴的全链条AI布局。
智谱获摩根士丹利上调目标价近72%
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10:32","market":"us","language":"zh","title":"太疯狂!韩国散户涌入美国市场大买SK海力士ADR、QLD、SOXL、TQQQ","url":"https://stock-news.laohu8.com/highlight/detail?id=1107822182","media":"老虎资讯综合","summary":"要点7月,韩国散户投资者净买入45亿美元美国股票,而本土市场出现回调。SK海力士的ADR是净买入第二多的美国证券,尽管韩国投资者可以直接在国内买入同一家公司。拉蒙特在谈到韩国投资者买入SK海力士美国上市股票时表示:“这绝对疯狂。韩国投资者没有理由在美国购买韩国股票的ADR。”与此同时,韩国股市出现大规模抛售。对市场的影响韩国资金涌入能否显著增加规模大得多的美国市场的整体波动性,是另一个问题。","content":"<html><head></head><body><p style=\"text-align: left;\"><strong>要点</strong></p><ul><li><p style=\"text-align: left;\">7月,韩国散户投资者净买入45亿美元美国股票,而本土市场出现回调。</p></li><li><p style=\"text-align: left;\">许多人是在更换市场,而不是更换押注,通过在美国上市的证券保留对人工智能和杠杆产品的敞口。</p></li><li><p style=\"text-align: left;\">韩国资金不太可能左右整体美国市场,但可能放大个股和交投清淡交易的波动性。</p></li></ul><p style=\"text-align: left;\">一波韩国投资者正涌入美国市场,以规避本土市场的回调,尽管全球投资者也在纷纷买入。</p><p style=\"text-align: left;\">根据韩国交易所数据,上周大部分时间韩国散户投资者净卖出国内股票,尽管基准指数已进入牛市区域。海外投资者则转变方向,成为净买家。</p><p style=\"text-align: left;\">以下是关于这些投资者的五件事:</p><h2 style=\"text-align: left;\"><strong>买入美国存托凭证(ADR)</strong></h2><p style=\"text-align: left;\">根据韩国证券存管院数据,在韩国投资者7月净买入的45亿美元美国股票中,约8.4亿美元流入了这家芯片制造商在美国上市的存托凭证。SK海力士的ADR是净买入第二多的美国证券,尽管韩国投资者可以直接在国内买入同一家公司。</p><p style=\"text-align: left;\">这些美国存托凭证的交易价格较韩国本土股票存在溢价。Acadian资产管理高级副总裁欧文·拉蒙特称,近期溢价约为10%。它们还表现出更大的波动性。</p><p style=\"text-align: left;\">拉蒙特在谈到韩国投资者买入SK海力士美国上市股票时表示:“这绝对疯狂。韩国投资者没有理由在美国购买韩国股票的ADR。”</p><p style=\"text-align: left;\">拉蒙特说,这种价格差异不同寻常,可能是投机过度的警示信号。“它们是泡沫的症状,”他说,并指出在互联网泡沫时期,台湾和印度公司也曾出现类似错位。</p><h2 style=\"text-align: left;\"><strong>杠杆押注</strong></h2><p style=\"text-align: left;\">本月韩国投资者中最受欢迎的10只美国股票之一是杠杆产品—— <a href=\"https://laohu8.com/S/QLD\">2倍做多纳斯达克100指数ETF-ProShares</a>(QLD),排名第7。</p><p style=\"text-align: left;\">根据韩国证券存管院数据,7月净买入最多的10只美国股票中有4只是杠杆产品。</p><p style=\"text-align: left;\">数据显示,最受欢迎的是 <a href=\"https://laohu8.com/S/SOXL\">三倍做多半导体ETF-Direxion Daily</a>(SOXL),其目标是实现半导体指数每日表现的三倍。杠杆型 <a href=\"https://laohu8.com/S/TQQQ\">纳指三倍做多ETF</a>(TQQQ)和<a href=\"https://laohu8.com/S/QLD\">2倍做多纳斯达克100指数ETF-ProShares</a>(QLD)分别排名第四和第六。</p><h2 style=\"text-align: left;\"><strong>相同策略</strong></h2><p style=\"text-align: left;\">投资者可能正在更换市场,却未必更换押注。</p><p style=\"text-align: left;\">Rayliant Global Advisors研究主管菲利普·伍尔表示:“具有讽刺意味的是,如果你仔细分析数据并看看他们在买什么,大部分仍与本土市场正在抛售的同一种人工智能硬件主题相关。”</p><p style=\"text-align: left;\">Fibonacci资产管理创始人尹正仁(音)表示,一些因韩国半导体股或杠杆ETF亏损而受创的交易员,可能正在转向他们认为质量更高或流动性更好的美国人工智能股。</p><p style=\"text-align: left;\">“他们未必在减少对人工智能主题的敞口,”尹说,“他们可能只是更换表达同一观点的地理工具。”</p><h2 style=\"text-align: left;\">7月逆转</h2><p style=\"text-align: left;\">根据韩国证券存管院数据,韩国散户投资者上月净买入约45亿美元美国股票。这较6月大幅增加,并接近1月份50亿美元的净买入规模。</p><p style=\"text-align: left;\">与此同时,韩国股市出现大规模抛售。此前,一轮引人注目的上涨行情吸引散户投资者涌入半导体股和杠杆产品,本月韩国股市才出现反弹。</p><p style=\"text-align: left;\">根据韩国金融投资协会数据,韩国股市的保证金贷款余额在6月底约为37万亿韩元(260亿美元),随后在本月早些时候降至27万亿韩元,为今年最低水平。</p><p style=\"text-align: left;\">拉蒙特表示,尽管7月的买入“强劲”但并非前所未有,但他补充说:“有趣的是,即便韩国市场当时正在暴跌,他们仍增加了对美国股票的买入。”</p><h2 style=\"text-align: left;\">对市场的影响</h2><p style=\"text-align: left;\">韩国资金涌入能否显著增加规模大得多的美国市场的整体波动性,是另一个问题。</p><p style=\"text-align: left;\">伍尔认为这种风险很小。尽管散户投资者在韩国可能拥有巨大影响力,但美国市场由专业和机构投资者主导,因此即使较大规模的韩国资金相对整体成交额而言也很小。</p><p style=\"text-align: left;\">拉蒙特则认为,在散户交易者青睐的个股和细分市场中,出现扭曲的可能性更大。他指出,韩国投资者在2024年底曾涌入美国“量子”股票,并表示杠杆ETF在韩国、香港和美国的扩散“可能正在增加波动性并放大市场震荡”。</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>太疯狂!韩国散户涌入美国市场大买SK海力士ADR、QLD、SOXL、TQQQ</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太疯狂!韩国散户涌入美国市场大买SK海力士ADR、QLD、SOXL、TQQQ\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-08-18 10:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><strong>要点</strong></p><ul><li><p style=\"text-align: left;\">7月,韩国散户投资者净买入45亿美元美国股票,而本土市场出现回调。</p></li><li><p style=\"text-align: left;\">许多人是在更换市场,而不是更换押注,通过在美国上市的证券保留对人工智能和杠杆产品的敞口。</p></li><li><p style=\"text-align: left;\">韩国资金不太可能左右整体美国市场,但可能放大个股和交投清淡交易的波动性。</p></li></ul><p style=\"text-align: left;\">一波韩国投资者正涌入美国市场,以规避本土市场的回调,尽管全球投资者也在纷纷买入。</p><p style=\"text-align: left;\">根据韩国交易所数据,上周大部分时间韩国散户投资者净卖出国内股票,尽管基准指数已进入牛市区域。海外投资者则转变方向,成为净买家。</p><p style=\"text-align: left;\">以下是关于这些投资者的五件事:</p><h2 style=\"text-align: left;\"><strong>买入美国存托凭证(ADR)</strong></h2><p style=\"text-align: left;\">根据韩国证券存管院数据,在韩国投资者7月净买入的45亿美元美国股票中,约8.4亿美元流入了这家芯片制造商在美国上市的存托凭证。SK海力士的ADR是净买入第二多的美国证券,尽管韩国投资者可以直接在国内买入同一家公司。</p><p style=\"text-align: left;\">这些美国存托凭证的交易价格较韩国本土股票存在溢价。Acadian资产管理高级副总裁欧文·拉蒙特称,近期溢价约为10%。它们还表现出更大的波动性。</p><p style=\"text-align: left;\">拉蒙特在谈到韩国投资者买入SK海力士美国上市股票时表示:“这绝对疯狂。韩国投资者没有理由在美国购买韩国股票的ADR。”</p><p style=\"text-align: left;\">拉蒙特说,这种价格差异不同寻常,可能是投机过度的警示信号。“它们是泡沫的症状,”他说,并指出在互联网泡沫时期,台湾和印度公司也曾出现类似错位。</p><h2 style=\"text-align: left;\"><strong>杠杆押注</strong></h2><p style=\"text-align: left;\">本月韩国投资者中最受欢迎的10只美国股票之一是杠杆产品—— <a href=\"https://laohu8.com/S/QLD\">2倍做多纳斯达克100指数ETF-ProShares</a>(QLD),排名第7。</p><p style=\"text-align: left;\">根据韩国证券存管院数据,7月净买入最多的10只美国股票中有4只是杠杆产品。</p><p style=\"text-align: left;\">数据显示,最受欢迎的是 <a href=\"https://laohu8.com/S/SOXL\">三倍做多半导体ETF-Direxion Daily</a>(SOXL),其目标是实现半导体指数每日表现的三倍。杠杆型 <a href=\"https://laohu8.com/S/TQQQ\">纳指三倍做多ETF</a>(TQQQ)和<a href=\"https://laohu8.com/S/QLD\">2倍做多纳斯达克100指数ETF-ProShares</a>(QLD)分别排名第四和第六。</p><h2 style=\"text-align: left;\"><strong>相同策略</strong></h2><p style=\"text-align: left;\">投资者可能正在更换市场,却未必更换押注。</p><p style=\"text-align: left;\">Rayliant Global Advisors研究主管菲利普·伍尔表示:“具有讽刺意味的是,如果你仔细分析数据并看看他们在买什么,大部分仍与本土市场正在抛售的同一种人工智能硬件主题相关。”</p><p style=\"text-align: left;\">Fibonacci资产管理创始人尹正仁(音)表示,一些因韩国半导体股或杠杆ETF亏损而受创的交易员,可能正在转向他们认为质量更高或流动性更好的美国人工智能股。</p><p style=\"text-align: left;\">“他们未必在减少对人工智能主题的敞口,”尹说,“他们可能只是更换表达同一观点的地理工具。”</p><h2 style=\"text-align: left;\">7月逆转</h2><p style=\"text-align: left;\">根据韩国证券存管院数据,韩国散户投资者上月净买入约45亿美元美国股票。这较6月大幅增加,并接近1月份50亿美元的净买入规模。</p><p style=\"text-align: left;\">与此同时,韩国股市出现大规模抛售。此前,一轮引人注目的上涨行情吸引散户投资者涌入半导体股和杠杆产品,本月韩国股市才出现反弹。</p><p style=\"text-align: left;\">根据韩国金融投资协会数据,韩国股市的保证金贷款余额在6月底约为37万亿韩元(260亿美元),随后在本月早些时候降至27万亿韩元,为今年最低水平。</p><p style=\"text-align: left;\">拉蒙特表示,尽管7月的买入“强劲”但并非前所未有,但他补充说:“有趣的是,即便韩国市场当时正在暴跌,他们仍增加了对美国股票的买入。”</p><h2 style=\"text-align: left;\">对市场的影响</h2><p style=\"text-align: left;\">韩国资金涌入能否显著增加规模大得多的美国市场的整体波动性,是另一个问题。</p><p style=\"text-align: left;\">伍尔认为这种风险很小。尽管散户投资者在韩国可能拥有巨大影响力,但美国市场由专业和机构投资者主导,因此即使较大规模的韩国资金相对整体成交额而言也很小。</p><p style=\"text-align: left;\">拉蒙特则认为,在散户交易者青睐的个股和细分市场中,出现扭曲的可能性更大。他指出,韩国投资者在2024年底曾涌入美国“量子”股票,并表示杠杆ETF在韩国、香港和美国的扩散“可能正在增加波动性并放大市场震荡”。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/6413ee9547b8d51512f5d3aaf7d7af9e","relate_stocks":{"SKHX":"2倍做多海力士ETF-Leverage Shares","HYNX":"2倍做多海力士ETF-T-REX","SKHY":"SK海力士","SKHZ":"1倍做空海力士ETF-Leverage Shares","TQQQ":"纳指三倍做多ETF","SK":"2倍做多海力士ETF-Corgi","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SKHA":"Tradr 2X Long SK hynix Daily ETF","SKHU":"2倍做多海力士-ProShares","07709":"南方两倍做多海力士","SOXL":"三倍做多半导体ETF-Direxion Daily","SKDD":"2倍做空海力士ETF-GraniteShares","SKUU":"2倍做多海力士ETF-GraniteShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107822182","content_text":"要点7月,韩国散户投资者净买入45亿美元美国股票,而本土市场出现回调。许多人是在更换市场,而不是更换押注,通过在美国上市的证券保留对人工智能和杠杆产品的敞口。韩国资金不太可能左右整体美国市场,但可能放大个股和交投清淡交易的波动性。一波韩国投资者正涌入美国市场,以规避本土市场的回调,尽管全球投资者也在纷纷买入。根据韩国交易所数据,上周大部分时间韩国散户投资者净卖出国内股票,尽管基准指数已进入牛市区域。海外投资者则转变方向,成为净买家。以下是关于这些投资者的五件事:买入美国存托凭证(ADR)根据韩国证券存管院数据,在韩国投资者7月净买入的45亿美元美国股票中,约8.4亿美元流入了这家芯片制造商在美国上市的存托凭证。SK海力士的ADR是净买入第二多的美国证券,尽管韩国投资者可以直接在国内买入同一家公司。这些美国存托凭证的交易价格较韩国本土股票存在溢价。Acadian资产管理高级副总裁欧文·拉蒙特称,近期溢价约为10%。它们还表现出更大的波动性。拉蒙特在谈到韩国投资者买入SK海力士美国上市股票时表示:“这绝对疯狂。韩国投资者没有理由在美国购买韩国股票的ADR。”拉蒙特说,这种价格差异不同寻常,可能是投机过度的警示信号。“它们是泡沫的症状,”他说,并指出在互联网泡沫时期,台湾和印度公司也曾出现类似错位。杠杆押注本月韩国投资者中最受欢迎的10只美国股票之一是杠杆产品—— 2倍做多纳斯达克100指数ETF-ProShares(QLD),排名第7。根据韩国证券存管院数据,7月净买入最多的10只美国股票中有4只是杠杆产品。数据显示,最受欢迎的是 三倍做多半导体ETF-Direxion Daily(SOXL),其目标是实现半导体指数每日表现的三倍。杠杆型 纳指三倍做多ETF(TQQQ)和2倍做多纳斯达克100指数ETF-ProShares(QLD)分别排名第四和第六。相同策略投资者可能正在更换市场,却未必更换押注。Rayliant Global Advisors研究主管菲利普·伍尔表示:“具有讽刺意味的是,如果你仔细分析数据并看看他们在买什么,大部分仍与本土市场正在抛售的同一种人工智能硬件主题相关。”Fibonacci资产管理创始人尹正仁(音)表示,一些因韩国半导体股或杠杆ETF亏损而受创的交易员,可能正在转向他们认为质量更高或流动性更好的美国人工智能股。“他们未必在减少对人工智能主题的敞口,”尹说,“他们可能只是更换表达同一观点的地理工具。”7月逆转根据韩国证券存管院数据,韩国散户投资者上月净买入约45亿美元美国股票。这较6月大幅增加,并接近1月份50亿美元的净买入规模。与此同时,韩国股市出现大规模抛售。此前,一轮引人注目的上涨行情吸引散户投资者涌入半导体股和杠杆产品,本月韩国股市才出现反弹。根据韩国金融投资协会数据,韩国股市的保证金贷款余额在6月底约为37万亿韩元(260亿美元),随后在本月早些时候降至27万亿韩元,为今年最低水平。拉蒙特表示,尽管7月的买入“强劲”但并非前所未有,但他补充说:“有趣的是,即便韩国市场当时正在暴跌,他们仍增加了对美国股票的买入。”对市场的影响韩国资金涌入能否显著增加规模大得多的美国市场的整体波动性,是另一个问题。伍尔认为这种风险很小。尽管散户投资者在韩国可能拥有巨大影响力,但美国市场由专业和机构投资者主导,因此即使较大规模的韩国资金相对整体成交额而言也很小。拉蒙特则认为,在散户交易者青睐的个股和细分市场中,出现扭曲的可能性更大。他指出,韩国投资者在2024年底曾涌入美国“量子”股票,并表示杠杆ETF在韩国、香港和美国的扩散“可能正在增加波动性并放大市场震荡”。","news_type":1,"symbols_score_info":{"SKHY":2,"SKHZ":0.6,"SKUU":0.6,"QLD":2,"HYNX":0.6,"SKHU":0.6,"TQQQ":2,"07709":0.6,"SKHX":0.6,"SK":0.6,"SKDD":0.6,"SKHA":0.6,"SOXL":2}},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":597725772730944,"gmtCreate":1786947297470,"gmtModify":1786947299373,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$ </a> 你确实是精准控盘老登,你说第二,没人敢说第一。确实佩服","listText":"<a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$ </a> 你确实是精准控盘老登,你说第二,没人敢说第一。确实佩服","text":"$商汤-W(00020)$ 你确实是精准控盘老登,你说第二,没人敢说第一。确实佩服","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/597725772730944","isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596319081838024,"gmtCreate":1786603942410,"gmtModify":1786603944195,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$ </a> 这是预期财报要挂了??","listText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$ </a> 这是预期财报要挂了??","text":"$中芯国际(00981)$ 这是预期财报要挂了??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596319081838024","isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596303568077736,"gmtCreate":1786600087681,"gmtModify":1786600089425,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a> 太离谱了","listText":"<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a> 太离谱了","text":"$联想集团(00992)$ 太离谱了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596303568077736","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596091424800776,"gmtCreate":1786548267645,"gmtModify":1786548269332,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> 这比过分了","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> 这比过分了","text":"$NEBIUS(NBIS)$ 这比过分了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596091424800776","isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596049026835456,"gmtCreate":1786537945464,"gmtModify":1786537947691,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"title":"","htmlText":"哪有这么一模一样的数字。绝对造假。。。","listText":"哪有这么一模一样的数字。绝对造假。。。","text":"哪有这么一模一样的数字。绝对造假。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596049026835456","repostId":"1148601223","repostType":4,"repost":{"id":"1148601223","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":1786537811,"share":"https://www.laohunote.com/m/news/1148601223?lang=zh_CN&edition=full","pubTime":"2026-08-12 20:30","market":"us","language":"zh","title":"美国7月CPI同比增长3.4%,预期增长3.4%,前值增长3.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1148601223","media":"老虎资讯综合","summary":"美国7月CPI同比增长3.4%,预期增长3.4%,前值增长3.5%","content":"<p style=\"text-align: left;\">美国7月消费者价格指数(CPI)同比增长3.4%,预估为3.4%,前值为3.5%。美国7月CPI环比增长0.1%,预估为增长0.1%,前值为下降0.4%。</p><p style=\"text-align: left;\">美国7月未季调核心CPI环比增长2.5%,预期2.50%,前值2.60%。环比增长0.2%,预期0.20%,前值0.00%。</p>","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7月CPI同比增长3.4%,预期增长3.4%,前值增长3.5%</title>\n<style 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left;\">美国7月消费者价格指数(CPI)同比增长3.4%,预估为3.4%,前值为3.5%。美国7月CPI环比增长0.1%,预估为增长0.1%,前值为下降0.4%。</p><p style=\"text-align: left;\">美国7月未季调核心CPI环比增长2.5%,预期2.50%,前值2.60%。环比增长0.2%,预期0.20%,前值0.00%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF","TQQQ":"纳指三倍做多ETF",".SPX":"S&P 500 Index","SQQQ":"纳指三倍做空ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148601223","content_text":"美国7月消费者价格指数(CPI)同比增长3.4%,预估为3.4%,前值为3.5%。美国7月CPI环比增长0.1%,预估为增长0.1%,前值为下降0.4%。美国7月未季调核心CPI环比增长2.5%,预期2.50%,前值2.60%。环比增长0.2%,预期0.20%,前值0.00%。","news_type":1,"symbols_score_info":{"ESmain":1,"SPY":1,"SQQQ":1,".DJI":1,"YMmain":1,"NQmain":1,".SPX":1,".IXIC":1,"TQQQ":1,"QQQ":1}},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596033658679296,"gmtCreate":1786533463156,"gmtModify":1786533465040,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> 还不发财报。感觉要完蛋了","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> 还不发财报。感觉要完蛋了","text":"$NEBIUS(NBIS)$ 还不发财报。感觉要完蛋了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596033658679296","isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596000730612008,"gmtCreate":1786526112871,"gmtModify":1786526115130,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> 这财报。。明天大跌是必然","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> 这财报。。明天大跌是必然","text":"$腾讯控股(00700)$ 这财报。。明天大跌是必然","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/596000730612008","isVote":1,"tweetType":1,"viewCount":2438,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087883810201120","authorId":"4087883810201120","name":"囤票","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"4087883810201120","authorIdStr":"4087883810201120"},"content":"啊,我觉得应该涨呀","text":"啊,我觉得应该涨呀","html":"啊,我觉得应该涨呀"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":595701531263000,"gmtCreate":1786453189310,"gmtModify":1786453191177,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"title":"","htmlText":"1800的成本去接盘,果然是专业接盘侠","listText":"1800的成本去接盘,果然是专业接盘侠","text":"1800的成本去接盘,果然是专业接盘侠","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/595701531263000","repostId":"1195228648","repostType":2,"repost":{"id":"1195228648","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1786446277,"share":"https://www.laohunote.com/m/news/1195228648?lang=zh_CN&edition=full","pubTime":"2026-08-11 19:04","market":"hk","language":"zh","title":"异动解读|阿斯麦盘前上涨3.02%,知名私募建仓叠加回购计划持续推进","url":"https://stock-news.laohu8.com/highlight/detail?id=1195228648","media":"行情直击","summary":"8月11日,阿斯麦盘前上涨3.02%,报1785.98美元/股,成交额4352.25万美元。消息面上,千亿私募景林资产近日披露的13F文件显示,其二季度新建仓阿斯麦等AI算力产业链公司,同时清仓英伟达、Meta等热门科技股,释放机构资金向半导体设备转移信号。此外,阿斯麦于8月10日再度披露其现行股票回购计划下的最新交易情况,持续向市场传递管理层对公司价值的信心。此前阿斯麦因中国国产DUV光刻机量产传闻7月累计跌幅超18%,当前股价延续超跌后资金回流态势。(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)","content":"<p><p>8月11日,阿斯麦盘前上涨3.02%,报1785.98美元/股,成交额4352.25万美元。</p><p>消息面上,千亿私募景林资产近日披露的13F文件显示,其二季度新建仓阿斯麦等AI算力产业链公司,同时清仓英伟达、Meta等热门科技股,释放机构资金向半导体设备转移信号。此外,阿斯麦于8月10日再度披露其现行股票回购计划下的最新交易情况,持续向市场传递管理层对公司价值的信心。此前阿斯麦因中国国产DUV光刻机量产传闻7月累计跌幅超18%,当前股价延续超跌后资金回流态势。</p><p>(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)</p></p>","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>异动解读|阿斯麦盘前上涨3.02%,知名私募建仓叠加回购计划持续推进</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异动解读|阿斯麦盘前上涨3.02%,知名私募建仓叠加回购计划持续推进\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059448697\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-08-11 19:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>8月11日,阿斯麦盘前上涨3.02%,报1785.98美元/股,成交额4352.25万美元。</p><p>消息面上,千亿私募景林资产近日披露的13F文件显示,其二季度新建仓阿斯麦等AI算力产业链公司,同时清仓英伟达、Meta等热门科技股,释放机构资金向半导体设备转移信号。此外,阿斯麦于8月10日再度披露其现行股票回购计划下的最新交易情况,持续向市场传递管理层对公司价值的信心。此前阿斯麦因中国国产DUV光刻机量产传闻7月累计跌幅超18%,当前股价延续超跌后资金回流态势。</p><p>(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195228648","content_text":"8月11日,阿斯麦盘前上涨3.02%,报1785.98美元/股,成交额4352.25万美元。消息面上,千亿私募景林资产近日披露的13F文件显示,其二季度新建仓阿斯麦等AI算力产业链公司,同时清仓英伟达、Meta等热门科技股,释放机构资金向半导体设备转移信号。此外,阿斯麦于8月10日再度披露其现行股票回购计划下的最新交易情况,持续向市场传递管理层对公司价值的信心。此前阿斯麦因中国国产DUV光刻机量产传闻7月累计跌幅超18%,当前股价延续超跌后资金回流态势。(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)","news_type":1,"symbols_score_info":{"ASML":1}},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":595199771144336,"gmtCreate":1786330588769,"gmtModify":1786330590558,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"title":"","htmlText":"摩根被智谱深套,所以给大家画大饼","listText":"摩根被智谱深套,所以给大家画大饼","text":"摩根被智谱深套,所以给大家画大饼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/595199771144336","repostId":"2658018066","repostType":4,"repost":{"id":"2658018066","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":1786328742,"share":"https://www.laohunote.com/m/news/2658018066?lang=zh_CN&edition=full","pubTime":"2026-08-10 10:25","market":"us","language":"zh","title":"智谱获摩根士丹利上调目标价近72%","url":"https://stock-news.laohu8.com/highlight/detail?id=2658018066","media":"华尔街见闻","summary":"大摩将智谱目标价上调近72%至1700港元,理由是算力获取能力提升及新融资支持。同时表示,中国大模型行业商业化逻辑正从价格战转向依靠模型智能变现,行业生态比市场预期更健康。该行对MiniMax维持建设性观点但下调目标价至900港元,并继续看好阿里巴巴的全链条AI布局。","content":"<html><head></head><body><p style=\"text-align: left;\">一份大行报告,让<a href=\"https://laohu8.com/S/02513\">智谱</a>股价曾跳涨5%。</p><p style=\"text-align: left;\">周四,摩根士丹利发布研究报告,将智谱目标价从约990港元大幅上调近72%至1700港元。消息刺激智谱盘中涨超4%,过去5个交易日累计涨幅已超37%。</p><p style=\"text-align: left;\">摩根士丹利认为,智谱算力获取能力持续提升,叠加新一轮融资落地,两者共同支撑智谱实现更强劲的增长。没有足够的算力,模型训练和推理都无从谈起。融资则解决了“烧钱”阶段的弹药问题。两个制约因素同步改善,是该行上调评级的直接触发点。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/871e2173f591b0de4e68782eb197b1f2\" data-align=\"center\" tg-width=\"967\" tg-height=\"605\"/><span></span></p><h2 style=\"text-align: left;\">行业叙事转变:从价格战到智能变现</h2><p style=\"text-align: left;\">摩根士丹利分析师Gary Yu等在报告中写道:“中国大模型行业正建立起更健康的商业化环境。”</p><p style=\"text-align: left;\">这与市场此前的主流担忧截然相反。过去,市场普遍认为,中国开放式权重模型(open-weight model)的盛行,将导致产品同质化,进而引发持续的价格战。</p><p style=\"text-align: left;\">但该行判断是,行业正在以更积极的方式推动商业化,"从价格竞争转向依靠模型智能实现变现"。换句话说,谁的模型更聪明、更好用,谁就能赚到钱——而不是谁的价格更低。</p><p style=\"text-align: left;\">这一逻辑转变,对整个中国AI板块的估值都具有重新定价的意义。</p><h2 style=\"text-align: left;\">MiniMax:看好但目标价下调,增长后置</h2><p style=\"text-align: left;\">同一份报告中,摩根士丹利对MiniMax的态度则更为复杂。</p><p style=\"text-align: left;\">分析师表示继续对MiniMax持"建设性观点",并将即将发布的M3升级版本及M3 Pro视为重要催化剂。</p><p style=\"text-align: left;\">但与此同时,该行将MiniMax目标价下调至900港元。理由是:MiniMax的增长"更多将在后期释放",即短期兑现节奏慢于智谱。</p><p style=\"text-align: left;\">报告还提及<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>,该行表示看好<a href=\"https://laohu8.com/S/09988\">阿里</a>,理由包括:覆盖全产业链的AI能力、算力方面的优势,以及多年云业务增长积累和完整的利润扩张空间。</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>智谱获摩根士丹利上调目标价近72%</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智谱获摩根士丹利上调目标价近72%\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\">2026-08-10 10:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">一份大行报告,让<a href=\"https://laohu8.com/S/02513\">智谱</a>股价曾跳涨5%。</p><p style=\"text-align: left;\">周四,摩根士丹利发布研究报告,将智谱目标价从约990港元大幅上调近72%至1700港元。消息刺激智谱盘中涨超4%,过去5个交易日累计涨幅已超37%。</p><p style=\"text-align: left;\">摩根士丹利认为,智谱算力获取能力持续提升,叠加新一轮融资落地,两者共同支撑智谱实现更强劲的增长。没有足够的算力,模型训练和推理都无从谈起。融资则解决了“烧钱”阶段的弹药问题。两个制约因素同步改善,是该行上调评级的直接触发点。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/871e2173f591b0de4e68782eb197b1f2\" data-align=\"center\" tg-width=\"967\" tg-height=\"605\"/><span></span></p><h2 style=\"text-align: left;\">行业叙事转变:从价格战到智能变现</h2><p style=\"text-align: left;\">摩根士丹利分析师Gary Yu等在报告中写道:“中国大模型行业正建立起更健康的商业化环境。”</p><p style=\"text-align: left;\">这与市场此前的主流担忧截然相反。过去,市场普遍认为,中国开放式权重模型(open-weight model)的盛行,将导致产品同质化,进而引发持续的价格战。</p><p style=\"text-align: left;\">但该行判断是,行业正在以更积极的方式推动商业化,"从价格竞争转向依靠模型智能实现变现"。换句话说,谁的模型更聪明、更好用,谁就能赚到钱——而不是谁的价格更低。</p><p style=\"text-align: left;\">这一逻辑转变,对整个中国AI板块的估值都具有重新定价的意义。</p><h2 style=\"text-align: left;\">MiniMax:看好但目标价下调,增长后置</h2><p style=\"text-align: left;\">同一份报告中,摩根士丹利对MiniMax的态度则更为复杂。</p><p style=\"text-align: left;\">分析师表示继续对MiniMax持"建设性观点",并将即将发布的M3升级版本及M3 Pro视为重要催化剂。</p><p style=\"text-align: left;\">但与此同时,该行将MiniMax目标价下调至900港元。理由是:MiniMax的增长"更多将在后期释放",即短期兑现节奏慢于智谱。</p><p style=\"text-align: left;\">报告还提及<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>,该行表示看好<a href=\"https://laohu8.com/S/09988\">阿里</a>,理由包括:覆盖全产业链的AI能力、算力方面的优势,以及多年云业务增长积累和完整的利润扩张空间。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/61acaedc56e1a899fef3f1a3351d2a0d","relate_stocks":{"02513":"智谱"},"source_url":"https://wallstreetcn.com/articles/3779048","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2658018066","content_text":"一份大行报告,让智谱股价曾跳涨5%。周四,摩根士丹利发布研究报告,将智谱目标价从约990港元大幅上调近72%至1700港元。消息刺激智谱盘中涨超4%,过去5个交易日累计涨幅已超37%。摩根士丹利认为,智谱算力获取能力持续提升,叠加新一轮融资落地,两者共同支撑智谱实现更强劲的增长。没有足够的算力,模型训练和推理都无从谈起。融资则解决了“烧钱”阶段的弹药问题。两个制约因素同步改善,是该行上调评级的直接触发点。行业叙事转变:从价格战到智能变现摩根士丹利分析师Gary Yu等在报告中写道:“中国大模型行业正建立起更健康的商业化环境。”这与市场此前的主流担忧截然相反。过去,市场普遍认为,中国开放式权重模型(open-weight model)的盛行,将导致产品同质化,进而引发持续的价格战。但该行判断是,行业正在以更积极的方式推动商业化,\"从价格竞争转向依靠模型智能实现变现\"。换句话说,谁的模型更聪明、更好用,谁就能赚到钱——而不是谁的价格更低。这一逻辑转变,对整个中国AI板块的估值都具有重新定价的意义。MiniMax:看好但目标价下调,增长后置同一份报告中,摩根士丹利对MiniMax的态度则更为复杂。分析师表示继续对MiniMax持\"建设性观点\",并将即将发布的M3升级版本及M3 Pro视为重要催化剂。但与此同时,该行将MiniMax目标价下调至900港元。理由是:MiniMax的增长\"更多将在后期释放\",即短期兑现节奏慢于智谱。报告还提及阿里巴巴,该行表示看好阿里,理由包括:覆盖全产业链的AI能力、算力方面的优势,以及多年云业务增长积累和完整的利润扩张空间。","news_type":1,"symbols_score_info":{"02513":2.1}},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}