社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
亿千
IP属地：上海
+关注
帖子 · 110
帖子 · 110
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
亿千
亿千
·
01-15 08:25
不会. 因为他们那么做会给手机制造商做蛋糕. 阿里没有这个业务. 至于豆包为啥出手机，因为他们之前20年买下了锤子手机的产业.
看
221
回复
2
点赞
1
编组 21备份 2
分享
举报
亿千
亿千
·
01-14 22:41
国内平台经济根本就是吸血商家；吸血消费者的是另一群
看
150
回复
2
点赞
1
编组 21备份 2
分享
举报
亿千
亿千
·
01-14 21:45
你在哪上市跟你是个垃圾没有实质差异
市场消息：百度考虑将香港上市地位提升为主要上市
相关讨论已明显升温。
市场消息：百度考虑将香港上市地位提升为主要上市
看
30
回复
评论
点赞
1
编组 21备份 2
分享
举报
亿千
亿千
·
01-13 21:32
方向 电力变压转换器！ 稀土. 上重仓. 来不及了. 先上
看
232
回复
评论
点赞
1
编组 21备份 2
分享
举报
亿千
亿千
·
2025-12-23
如果微信能产生利润跟收费，腾讯的利润超出字节一条街. 归根到底 字节吃的是时代的红利.
看
2,930
回复
4
点赞
1
编组 21备份 2
分享
举报
亿千
亿千
·
2025-12-19
最近还有人吹小米嘛
我就是问问。没别的意思
看
1,882
回复
1
点赞
3
编组 21备份 2
分享
举报
最近还有人吹小米嘛
亿千
亿千
·
2025-12-19
垃圾新闻.
有燃气轮机、有冷却知识，油服公司进军AI数据中心
随着传统油气钻井市场需求疲软，贝克休斯、哈里伯顿和斯伦贝谢等主要油田服务企业正加速进军数据中心领域，利用既有技术优势提供发电、制冷及能效管理解决方案。这一战略转向使企业得以借力人工智能驱动的数据中心扩张浪潮，在油价下行周期中开辟新的增长空间。
有燃气轮机、有冷却知识，油服公司进军AI数据中心
看
762
回复
评论
点赞
1
编组 21备份 2
分享
举报
亿千
亿千
·
2025-12-11
因为他跟英伟达绑在一起，而不是跟谷歌绑在一起
看
1,381
回复
2
点赞
1
编组 21备份 2
分享
举报
亿千
亿千
·
2025-12-07
方向
dt要成立机器人政府部门. 结合他要求把汽车产业链带回美国. 那么机器人自动化的产业链就是一个方向. 暂时没有太好的标的. 勉强买了一个 service rob. 我不看好人形机器人，但是我会看好灵巧手 电子皮肤 滚珠轴承这种产业链上品种.
看
912
回复
评论
点赞
1
编组 21备份 2
分享
举报
方向
亿千
亿千
·
2025-12-02
不是苹果ai垃圾，是你所在地的资料库垃圾
看
1,486
回复
评论
点赞
1
编组 21备份 2
分享
举报
加载更多
暂无关注
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3566290818801808","uuid":"3566290818801808","gmtCreate":1603196795944,"gmtModify":1603937456296,"name":"亿千","pinyin":"yqyiqian","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":121,"headSize":102,"tweetSize":110,"questionSize":0,"limitLevel":999,"accountStatus":2,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":5,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"上海","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":2,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":521833578517776,"gmtCreate":1768436745295,"gmtModify":1768436748894,"author":{"id":"3566290818801808","authorId":"3566290818801808","name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566290818801808","idStr":"3566290818801808"},"themes":[],"htmlText":"不会. 因为他们那么做会给手机制造商做蛋糕. 阿里没有这个业务. 至于豆包为啥出手机，因为他们之前20年买下了锤子手机的产业.","listText":"不会. 因为他们那么做会给手机制造商做蛋糕. 阿里没有这个业务. 至于豆包为啥出手机，因为他们之前20年买下了锤子手机的产业.","text":"不会. 因为他们那么做会给手机制造商做蛋糕. 阿里没有这个业务. 至于豆包为啥出手机，因为他们之前20年买下了锤子手机的产业.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/521833578517776","isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000656","authorId":"9000000000000656","name":"CecilFranklin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000656","idStr":"9000000000000656"},"content":"明白了，锤子的底子还在起作用。","text":"明白了，锤子的底子还在起作用。","html":"明白了，锤子的底子还在起作用。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521689656463976,"gmtCreate":1768401695395,"gmtModify":1768401697866,"author":{"id":"3566290818801808","authorId":"3566290818801808","name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566290818801808","idStr":"3566290818801808"},"themes":[],"htmlText":"国内平台经济根本就是吸血商家；吸血消费者的是另一群","listText":"国内平台经济根本就是吸血商家；吸血消费者的是另一群","text":"国内平台经济根本就是吸血商家；吸血消费者的是另一群","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/521689656463976","isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274786048707","authorId":"3479274786048707","name":"YTGIRL","avatar":"https://static.tigerbbs.com/d3b083265fa0ef398f6dde7ecd975e85","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274786048707","idStr":"3479274786048707"},"content":"平台吸血太狠，商家都快扛不住了！","text":"平台吸血太狠，商家都快扛不住了！","html":"平台吸血太狠，商家都快扛不住了！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521675861030472,"gmtCreate":1768398315202,"gmtModify":1768398444317,"author":{"id":"3566290818801808","authorId":"3566290818801808","name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566290818801808","idStr":"3566290818801808"},"themes":[],"title":"","htmlText":"你在哪上市跟你是个垃圾没有实质差异","listText":"你在哪上市跟你是个垃圾没有实质差异","text":"你在哪上市跟你是个垃圾没有实质差异","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521675861030472","repostId":"1198887661","repostType":2,"repost":{"id":"1198887661","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":1768383880,"share":"https://www.laohu8.com/m/news/1198887661?lang=zh_CN&edition=full","pubTime":"2026-01-14 17:44","market":"hk","language":"zh","title":"市场消息：百度考虑将香港上市地位提升为主要上市","url":"https://stock-news.laohu8.com/highlight/detail?id=1198887661","media":"老虎资讯综合","summary":"相关讨论已明显升温。","content":"<html><head></head><body><p>有媒体援引知情人士透露， <strong><a href=\"https://laohu8.com/S/BIDU\">百度</a> 正在考虑将其在香港的上市地位升级为主要上市(primary listing)，以增加来自中国内地投资者的敞口，并为可能不利的美国政策提前做好防范。</strong>百度目前在纳斯达克上市，并在香港进行第二上市。</p><p>百度美股盘前快速拉升涨超2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cff69d0aaf590d07d34f7647f3b5569\" title=\"\" tg-width=\"1170\" tg-height=\"453\"/></p><p>这一安排提升了其在亚洲市场的可投资性，但由于尚未符合“沪深港通”资格，内地投资者仍无法直接参与交易。若转为主要上市，百度将有望符合跨境交易条件，从而打通内地资金流向香港的投资通道。</p><p>知情人士称，随着百度计划推动旗下从事数据中心及人工智能芯片业务的子公司昆仑芯上市，相关讨论已明显升温。</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>市场消息：百度考虑将香港上市地位提升为主要上市</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市场消息：百度考虑将香港上市地位提升为主要上市\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\">2026-01-14 17:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>有媒体援引知情人士透露， <strong><a href=\"https://laohu8.com/S/BIDU\">百度</a> 正在考虑将其在香港的上市地位升级为主要上市(primary listing)，以增加来自中国内地投资者的敞口，并为可能不利的美国政策提前做好防范。</strong>百度目前在纳斯达克上市，并在香港进行第二上市。</p><p>百度美股盘前快速拉升涨超2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cff69d0aaf590d07d34f7647f3b5569\" title=\"\" tg-width=\"1170\" tg-height=\"453\"/></p><p>这一安排提升了其在亚洲市场的可投资性，但由于尚未符合“沪深港通”资格，内地投资者仍无法直接参与交易。若转为主要上市，百度将有望符合跨境交易条件，从而打通内地资金流向香港的投资通道。</p><p>知情人士称，随着百度计划推动旗下从事数据中心及人工智能芯片业务的子公司昆仑芯上市，相关讨论已明显升温。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0cb3c6c3c55603d00a14ee3389850b7f","relate_stocks":{"BIDU":"百度","09888":"百度集团-SW"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198887661","content_text":"有媒体援引知情人士透露， 百度 正在考虑将其在香港的上市地位升级为主要上市(primary listing)，以增加来自中国内地投资者的敞口，并为可能不利的美国政策提前做好防范。百度目前在纳斯达克上市，并在香港进行第二上市。百度美股盘前快速拉升涨超2%。这一安排提升了其在亚洲市场的可投资性，但由于尚未符合“沪深港通”资格，内地投资者仍无法直接参与交易。若转为主要上市，百度将有望符合跨境交易条件，从而打通内地资金流向香港的投资通道。知情人士称，随着百度计划推动旗下从事数据中心及人工智能芯片业务的子公司昆仑芯上市，相关讨论已明显升温。","news_type":1,"symbols_score_info":{"BIDU":2,"09888":2}},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521302795085264,"gmtCreate":1768311175282,"gmtModify":1768311178258,"author":{"id":"3566290818801808","authorId":"3566290818801808","name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566290818801808","idStr":"3566290818801808"},"themes":[],"title":"","htmlText":"方向 电力变压转换器！ 稀土. 上重仓. 来不及了. 先上","listText":"方向 电力变压转换器！ 稀土. 上重仓. 来不及了. 先上","text":"方向 电力变压转换器！ 稀土. 上重仓. 来不及了. 先上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521302795085264","isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513538848740376,"gmtCreate":1766421323351,"gmtModify":1766422748435,"author":{"id":"3566290818801808","authorId":"3566290818801808","name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566290818801808","idStr":"3566290818801808"},"themes":[],"htmlText":"如果微信能产生利润跟收费，腾讯的利润超出字节一条街. 归根到底 字节吃的是时代的红利.","listText":"如果微信能产生利润跟收费，腾讯的利润超出字节一条街. 归根到底 字节吃的是时代的红利.","text":"如果微信能产生利润跟收费，腾讯的利润超出字节一条街. 归根到底 字节吃的是时代的红利.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/513538848740376","isVote":1,"tweetType":1,"viewCount":2930,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3435615840878311","authorId":"3435615840878311","name":"暴涨暴赚","avatar":"https://static.tigerbbs.com/931ccc12171c6d287be9ae1be78c5f05","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3435615840878311","idStr":"3435615840878311"},"content":"微信广告不是有利润？ 微信敢收费 马上就被替了","text":"微信广告不是有利润？ 微信敢收费 马上就被替了","html":"微信广告不是有利润？ 微信敢收费 马上就被替了"},{"author":{"id":"3479274794883866","authorId":"3479274794883866","name":"falleno","avatar":"https://static.laohu8.com/picture143","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274794883866","idStr":"3479274794883866"},"content":"腾讯的护城河确实更稳，字节还得看后续创新","text":"腾讯的护城河确实更稳，字节还得看后续创新","html":"腾讯的护城河确实更稳，字节还得看后续创新"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512403224461544,"gmtCreate":1766125401739,"gmtModify":1766125404973,"author":{"id":"3566290818801808","authorId":"3566290818801808","name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566290818801808","idStr":"3566290818801808"},"themes":[],"title":"最近还有人吹小米嘛","htmlText":"我就是问问。没别的意思","listText":"我就是问问。没别的意思","text":"我就是问问。没别的意思","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/512403224461544","isVote":1,"tweetType":1,"viewCount":1882,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4106371827704990","authorId":"4106371827704990","name":"天上冲蜗牛","avatar":"https://static.tigerbbs.com/a79e1b5e3ff9e7fde1e71e851c611977","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"4106371827704990","idStr":"4106371827704990"},"content":"买在无人问津处 [笑哭]","text":"买在无人问津处 [笑哭]","html":"买在无人问津处 [笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512367962289344,"gmtCreate":1766116875878,"gmtModify":1766120418795,"author":{"id":"3566290818801808","authorId":"3566290818801808","name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566290818801808","idStr":"3566290818801808"},"themes":[],"title":"","htmlText":"垃圾新闻. ","listText":"垃圾新闻. ","text":"垃圾新闻.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512367962289344","repostId":"2592359411","repostType":4,"repost":{"id":"2592359411","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":1766116762,"share":"https://www.laohu8.com/m/news/2592359411?lang=zh_CN&edition=full","pubTime":"2025-12-19 11:59","market":"sh","language":"zh","title":"有燃气轮机、有冷却知识，油服公司进军AI数据中心","url":"https://stock-news.laohu8.com/highlight/detail?id=2592359411","media":"华尔街见闻","summary":"随着传统油气钻井市场需求疲软，贝克休斯、哈里伯顿和斯伦贝谢等主要油田服务企业正加速进军数据中心领域，利用既有技术优势提供发电、制冷及能效管理解决方案。这一战略转向使企业得以借力人工智能驱动的数据中心扩张浪潮，在油价下行周期中开辟新的增长空间。","content":"<html><head></head><body><blockquote><p>随着传统油气钻井市场需求疲软，贝克休斯、哈里伯顿和斯伦贝谢等主要油田服务企业正加速进军数据中心领域，利用既有技术优势提供发电、制冷及能效管理解决方案。这一战略转向使企业得以借力人工智能驱动的数据中心扩张浪潮，在油价下行周期中开辟新的增长空间。</p></blockquote><p>随着传统油气钻井市场需求疲软，油田服务企业选择加速进军数据中心领域，利用既有技术优势提供发电、制冷及能效管理解决方案。</p><p>周四原油低位徘徊，WTI油价维持在56美元附近，供给过剩的中期预期仍是主要压制因素。而今年以来WTI原油累计下跌超25%，美国运营的油气钻机数量同比减少7%至548座。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a925602cc44fa29af79436ed9646d705\" tg-width=\"1011\" tg-height=\"593\"/></p><p>（周四WTI原油价格震荡于56美元附近）</p><p><strong>收入压力促使企业寻求周期性较弱的新收入来源，与此同时，AI算力需求激增，导致数据中心行业急需电力供应，油田服务企业正填补这一缺口。</strong></p><p>贝克休斯、<a href=\"https://laohu8.com/S/HAL\">哈里伯顿</a>和<a href=\"https://laohu8.com/S/SLB\">斯伦贝谢</a>等主要油田服务企业为数据中心提供燃气轮机、发电系统、电池储能及冷却设备，并承担系统设计与维护职责。这种业务延伸被投资者视为比传统油田市场更具吸引力的增长领域。</p><h2 id=\"id_576285909\">主要企业加速布局</h2><p><strong>贝克休斯在数据中心领域投入最为激进。</strong></p><p>该公司2025年前十个月向数据中心客户销售近1.2吉瓦燃气轮机发电设备，并斥资超130亿美元收购美国天然气处理及储存设备制造商Chart Industries。</p><p>公司还向数据中心电力供应商Frontier Infrastructure提供16台天然气轮机。首席执行官Lorenzo Simonelli表示：</p><blockquote><p>数据中心呈指数级增长，为人工智能热潮提供基础设施支持是油气行业演进的核心。</p></blockquote><p><strong>哈里伯顿</strong>今年10月宣布收购移动式燃气发电机供应商VoltaGrid 20%股权，双方将合作为数据中心提供发电系统，重点开拓中东市场。VoltaGrid目前为<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>和马斯克旗下xAI位于田纳西州孟菲斯的数据中心供电。</p><p><strong>斯伦贝谢</strong>2025年前九个月的数据中心业务收入达3.31亿美元，同比激增140%。这是该公司首次单独披露这一业务板块的业绩。首席执行官Olivier Le Peuch对英国《金融时报》表示："我只看到上行空间，我们能从客户向快速增长的新市场细分领域的多元化中获益。"</p><p><strong>小型油田服务企业也在跟进。ProPetro和Liberty Energy计划将其电力供应业务规模扩大至超过1吉瓦。</strong></p><h2 id=\"id_96830768\">传统市场承压推动转型</h2><p>油田服务行业此次转型源于核心业务的显著放缓。除油价下跌和钻机数量减少外，钻探活动下降直接削减了对油田服务的需求，压缩企业利润空间。</p><p>咨询机构Wood Mackenzie美洲上游研究主管Ryan Duman表示，这些因素给利润率带来压力。Duman称：</p><blockquote><p>企业一直想找到增加新收入来源的方法。</p></blockquote><p>投资机构Pickering Energy Partners首席投资官Dan Pickering指出：</p><blockquote><p><strong>油田服务企业正利用他们已经掌握的技能，进入一个增长更为强劲、且被投资者给予比现有油田市场更高估值的市场。</strong></p></blockquote><p>TD Cowen高级能源分析师Marc Bianchi认为，这种多元化可为企业创造"储备金"，帮助它们在低迷期免于做出"艰难决定"。Bianchi指出：</p><blockquote><p>你不需要在低迷期对油田服务业务那么严格，因为数据中心现金流提供了缓冲。</p></blockquote><h2 id=\"id_2065033912\">行业能耗引发电力担忧</h2><p>数据中心行业的爆发式增长由人工智能驱动，开发商竞相建设和维护能够处理日益高能耗工作负载的设施。但该行业的高耗电量引发对现有基础设施能否跟上步伐的担忧。</p><p>Grid Strategies预测，数据中心增长将使美国到2030年电力需求增加90吉瓦，加剧对公用事业应对能力及居民电费影响的焦虑。这促使行业面临越来越大的压力，需要设计自给自足的电力解决方案。</p><p><strong>数据中心难以完全依赖传统电网获取电力，为油田服务企业创造了市场机会。</strong></p><p>这些企业提供的燃气发电机组和电池储能系统可帮助数据中心在电网之外建立独立电源，同时其在能源行业积累的系统设计和维护经验也成为竞争优势。</p><p>这一趋势表明，人工智能基础设施的扩张正<a href=\"https://laohu8.com/S/02570\">重塑能源</a>服务格局，传统油气企业的技术能力在新兴领域找到应用场景，但也凸显数据中心能源需求对电力系统构成的结构性挑战。</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>有燃气轮机、有冷却知识，油服公司进军AI数据中心</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有燃气轮机、有冷却知识，油服公司进军AI数据中心\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-19 11:59 北京时间 <a href=https://wallstreetcn.com/articles/3761687><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着传统油气钻井市场需求疲软，贝克休斯、哈里伯顿和斯伦贝谢等主要油田服务企业正加速进军数据中心领域，利用既有技术优势提供发电、制冷及能效管理解决方案。这一战略转向使企业得以借力人工智能驱动的数据中心扩张浪潮，在油价下行周期中开辟新的增长空间。随着传统油气钻井市场需求疲软，油田服务企业选择加速进军数据中心领域，利用既有技术优势提供发电、制冷及能效管理解决方案。周四原油低位徘徊，WTI油价维持在56...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3761687\">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/0b841f5eda278b95023e7905323fa0be","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3761687","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2592359411","content_text":"随着传统油气钻井市场需求疲软，贝克休斯、哈里伯顿和斯伦贝谢等主要油田服务企业正加速进军数据中心领域，利用既有技术优势提供发电、制冷及能效管理解决方案。这一战略转向使企业得以借力人工智能驱动的数据中心扩张浪潮，在油价下行周期中开辟新的增长空间。随着传统油气钻井市场需求疲软，油田服务企业选择加速进军数据中心领域，利用既有技术优势提供发电、制冷及能效管理解决方案。周四原油低位徘徊，WTI油价维持在56美元附近，供给过剩的中期预期仍是主要压制因素。而今年以来WTI原油累计下跌超25%，美国运营的油气钻机数量同比减少7%至548座。（周四WTI原油价格震荡于56美元附近）收入压力促使企业寻求周期性较弱的新收入来源，与此同时，AI算力需求激增，导致数据中心行业急需电力供应，油田服务企业正填补这一缺口。贝克休斯、哈里伯顿和斯伦贝谢等主要油田服务企业为数据中心提供燃气轮机、发电系统、电池储能及冷却设备，并承担系统设计与维护职责。这种业务延伸被投资者视为比传统油田市场更具吸引力的增长领域。主要企业加速布局贝克休斯在数据中心领域投入最为激进。该公司2025年前十个月向数据中心客户销售近1.2吉瓦燃气轮机发电设备，并斥资超130亿美元收购美国天然气处理及储存设备制造商Chart Industries。公司还向数据中心电力供应商Frontier Infrastructure提供16台天然气轮机。首席执行官Lorenzo Simonelli表示：数据中心呈指数级增长，为人工智能热潮提供基础设施支持是油气行业演进的核心。哈里伯顿今年10月宣布收购移动式燃气发电机供应商VoltaGrid 20%股权，双方将合作为数据中心提供发电系统，重点开拓中东市场。VoltaGrid目前为甲骨文和马斯克旗下xAI位于田纳西州孟菲斯的数据中心供电。斯伦贝谢2025年前九个月的数据中心业务收入达3.31亿美元，同比激增140%。这是该公司首次单独披露这一业务板块的业绩。首席执行官Olivier Le Peuch对英国《金融时报》表示：\"我只看到上行空间，我们能从客户向快速增长的新市场细分领域的多元化中获益。\"小型油田服务企业也在跟进。ProPetro和Liberty Energy计划将其电力供应业务规模扩大至超过1吉瓦。传统市场承压推动转型油田服务行业此次转型源于核心业务的显著放缓。除油价下跌和钻机数量减少外，钻探活动下降直接削减了对油田服务的需求，压缩企业利润空间。咨询机构Wood Mackenzie美洲上游研究主管Ryan Duman表示，这些因素给利润率带来压力。Duman称：企业一直想找到增加新收入来源的方法。投资机构Pickering Energy Partners首席投资官Dan Pickering指出：油田服务企业正利用他们已经掌握的技能，进入一个增长更为强劲、且被投资者给予比现有油田市场更高估值的市场。TD Cowen高级能源分析师Marc Bianchi认为，这种多元化可为企业创造\"储备金\"，帮助它们在低迷期免于做出\"艰难决定\"。Bianchi指出：你不需要在低迷期对油田服务业务那么严格，因为数据中心现金流提供了缓冲。行业能耗引发电力担忧数据中心行业的爆发式增长由人工智能驱动，开发商竞相建设和维护能够处理日益高能耗工作负载的设施。但该行业的高耗电量引发对现有基础设施能否跟上步伐的担忧。Grid Strategies预测，数据中心增长将使美国到2030年电力需求增加90吉瓦，加剧对公用事业应对能力及居民电费影响的焦虑。这促使行业面临越来越大的压力，需要设计自给自足的电力解决方案。数据中心难以完全依赖传统电网获取电力，为油田服务企业创造了市场机会。这些企业提供的燃气发电机组和电池储能系统可帮助数据中心在电网之外建立独立电源，同时其在能源行业积累的系统设计和维护经验也成为竞争优势。这一趋势表明，人工智能基础设施的扩张正重塑能源服务格局，传统油气企业的技术能力在新兴领域找到应用场景，但也凸显数据中心能源需求对电力系统构成的结构性挑战。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509629147185400,"gmtCreate":1765459118055,"gmtModify":1765459120307,"author":{"id":"3566290818801808","authorId":"3566290818801808","name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566290818801808","idStr":"3566290818801808"},"themes":[],"htmlText":"因为他跟英伟达绑在一起，而不是跟谷歌绑在一起","listText":"因为他跟英伟达绑在一起，而不是跟谷歌绑在一起","text":"因为他跟英伟达绑在一起，而不是跟谷歌绑在一起","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/509629147185400","isVote":1,"tweetType":1,"viewCount":1381,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000444","authorId":"9000000000000444","name":"OgdenHerbert","avatar":"https://static.tigerbbs.com/88e5966a6a308afadf4107a07e9bf39d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000444","idStr":"9000000000000444"},"content":"绑定老黄才是王道，算力时代碾压全场！[看涨]","text":"绑定老黄才是王道，算力时代碾压全场！[看涨]","html":"绑定老黄才是王道，算力时代碾压全场！[看涨]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508340370317528,"gmtCreate":1765082763429,"gmtModify":1765085081555,"author":{"id":"3566290818801808","authorId":"3566290818801808","name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566290818801808","idStr":"3566290818801808"},"themes":[],"title":"方向","htmlText":" dt要成立机器人政府部门. 结合他要求把汽车产业链带回美国. 那么机器人自动化的产业链就是一个方向. 暂时没有太好的标的. 勉强买了一个 service rob. 我不看好人形机器人，但是我会看好灵巧手 电子皮肤 滚珠轴承这种产业链上品种.","listText":" dt要成立机器人政府部门. 结合他要求把汽车产业链带回美国. 那么机器人自动化的产业链就是一个方向. 暂时没有太好的标的. 勉强买了一个 service rob. 我不看好人形机器人，但是我会看好灵巧手 电子皮肤 滚珠轴承这种产业链上品种.","text":"dt要成立机器人政府部门. 结合他要求把汽车产业链带回美国. 那么机器人自动化的产业链就是一个方向. 暂时没有太好的标的. 勉强买了一个 service rob. 我不看好人形机器人，但是我会看好灵巧手 电子皮肤 滚珠轴承这种产业链上品种.","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508340370317528","isVote":1,"tweetType":1,"viewCount":912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506177609637944,"gmtCreate":1764609228570,"gmtModify":1764609321108,"author":{"id":"3566290818801808","authorId":"3566290818801808","name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566290818801808","idStr":"3566290818801808"},"themes":[],"htmlText":"不是苹果ai垃圾，是你所在地的资料库垃圾","listText":"不是苹果ai垃圾，是你所在地的资料库垃圾","text":"不是苹果ai垃圾，是你所在地的资料库垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506177609637944","isVote":1,"tweetType":1,"viewCount":1486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}
