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takahashi
IP属地：广东
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takahashi
takahashi
·
06-13
$美国超微公司(AMD)$
苏麻闭嘴
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编组 21备份 2
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takahashi
takahashi
·
05-21
$Arbe Robotics Ltd.(ARBE)$
营收4万一个季度，利息吗？
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376
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1
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takahashi
takahashi
·
05-20
营收差这么多呢
Nebius Group N.V. - Class A Ordinary Shares Q1 Adj. EPS $(0.39) Beats $(33.62) Estimate, Sales $55.30M Miss $5.05B Estimate
Nebius Group N.V. - Class A Ordinary Shares Q1 Adj. EPS $(0.39) Beats $(33.62) Estimate, Sales $55.30M Miss $5.05B Estimate
Nebius Group N.V. - Class A Ordinary Shares Q1 Adj. EPS $(0.39) Beats $(33.62) Estimate, Sales $55.30M Miss $5.05B Estimate
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takahashi
takahashi
·
05-15
起飞了马上
第四范式一季度营收10.77亿元，同比增长30.1%
先知AI平台实现营收人民币8.05亿元。
第四范式一季度营收10.77亿元，同比增长30.1%
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1
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takahashi
takahashi
·
05-09
$Wolfspeed Inc.(WOLF)$
垃圾中的战斗机狼速
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2
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takahashi
takahashi
·
04-25
意思是支持炒币？
特朗普：“绝对”会签署法案禁止国会议员炒股
他担心议员们可能利用内幕信息获得优势。
特朗普：“绝对”会签署法案禁止国会议员炒股
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takahashi
takahashi
·
04-25
Sqqq走起来
市场消息：特朗普表示将针对不同国家设定公平的关税
美股三大股指期货全线转跌！市场消息：特朗普表示将针对不同国家设定公平的关税。
市场消息：特朗普表示将针对不同国家设定公平的关税
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takahashi
takahashi
·
04-12
已经豁免 开香槟
苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？
“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。
苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？
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takahashi
takahashi
·
04-12
已经豁免了
美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”
智通财经APP获悉，美国海关及边境保护局在美国时间 11 日晚间发布最新公告，针对第 14257 号行政命令所施行的对等关税措施，公布明确排除适用的产品列表与报关操作指南。据《货运系统讯息服务》公告，CBP 明确指出，凡产品正确归类于所列《美国统一关税表》号别及子号别者，可适用对等关税排除措施。
美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”
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EPS $(0.39) Beats $(33.62) Estimate, Sales $55.30M Miss $5.05B Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2025-05-20 20:48</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Nebius Group N.V. - Class A Ordinary Shares Q1 Adj. EPS $(0.39) Beats $(33.62) Estimate, Sales $55.30M Miss $5.05B Estimate</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NBIS":"NEBIUS"},"source_url":"https://www.benzinga.com/news/earnings/25/05/45516642/nebius-group-n-v-class-a-ordinary-shares-q1-adj-eps-0-39-beats-33-62-estimate-sales-55-30m-miss-5-0","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2536610863","content_text":"Nebius Group N.V. - Class A Ordinary Shares Q1 Adj. 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18:25","market":"hk","language":"zh","title":"第四范式一季度营收10.77亿元，同比增长30.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1110299946","media":"新浪科技","summary":"先知AI平台实现营收人民币8.05亿元。","content":"<html><head></head><body><p>第四范式发布2025财年第一季度（截至2025年3月31日）核心业务进展报告。报告显示，第一季度，公司总收入10.77亿元，同比增长30.1% ；毛利润4.44亿元，同比增长30.1%，毛利率为41.2%。</p><p style=\"text-align: start;\">作为第四范式所有业务的内核，一季度先知AI平台实现营收人民币8.05亿元，同比增长60.5%。期间，第四范式先知平台迎来新升级，基于原有AI模型开发工具链，进一步推出AI Agent全流程开发平台。企业客户可通过先知平台上内置的大模型应用平台Model Hub，轻松集成150+主流大模型，并利用内置的数十个Agent智能体框架，构建完整LLM Ops体系，覆盖AI Agent开发全生命周期。</p><p style=\"text-align: start;\">目前，第四范式企业级Agent已在金融、航空、汽车、医疗、能源、零售、港口、水利、教育等超过14个行业的企业客户落地。通过用AI Agent改造企业软件的方式，第四范式横向切入企业高频软件产品，联合业内其他优秀的企业软件公司，联合发布面向OA流程的“协同运营AI Agent”、面向财税系统的“财税赋能Agent”、面向人力系统的“HR Agent”及面向销售的“销售经理助理Agent”等。</p><p style=\"text-align: start;\">期内，SHIFT 智能解决方案业务收入人民币2.12亿元， 占公司总收入比例19.7 %。该业务是在先知AI平台基础上针对不同行业业务场景打造的标准化解决方案。</p></body></html>","source":"sina_tech","collect":0,"html":"<!DOCTYPE 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href=https://finance.sina.com.cn/tech/it/2025-05-15/doc-inewruvw0027420.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>第四范式发布2025财年第一季度（截至2025年3月31日）核心业务进展报告。报告显示，第一季度，公司总收入10.77亿元，同比增长30.1% ；毛利润4.44亿元，同比增长30.1%，毛利率为41.2%。作为第四范式所有业务的内核，一季度先知AI平台实现营收人民币8.05亿元，同比增长60.5%。期间，第四范式先知平台迎来新升级，基于原有AI模型开发工具链，进一步推出AI Agent全流程开发...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/it/2025-05-15/doc-inewruvw0027420.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/77b5e79c422a858b288c50f20e402cd4","relate_stocks":{"06682":"第四范式"},"source_url":"https://finance.sina.com.cn/tech/it/2025-05-15/doc-inewruvw0027420.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110299946","content_text":"第四范式发布2025财年第一季度（截至2025年3月31日）核心业务进展报告。报告显示，第一季度，公司总收入10.77亿元，同比增长30.1% ；毛利润4.44亿元，同比增长30.1%，毛利率为41.2%。作为第四范式所有业务的内核，一季度先知AI平台实现营收人民币8.05亿元，同比增长60.5%。期间，第四范式先知平台迎来新升级，基于原有AI模型开发工具链，进一步推出AI Agent全流程开发平台。企业客户可通过先知平台上内置的大模型应用平台Model Hub，轻松集成150+主流大模型，并利用内置的数十个Agent智能体框架，构建完整LLM Ops体系，覆盖AI Agent开发全生命周期。目前，第四范式企业级Agent已在金融、航空、汽车、医疗、能源、零售、港口、水利、教育等超过14个行业的企业客户落地。通过用AI Agent改造企业软件的方式，第四范式横向切入企业高频软件产品，联合业内其他优秀的企业软件公司，联合发布面向OA流程的“协同运营AI Agent”、面向财税系统的“财税赋能Agent”、面向人力系统的“HR Agent”及面向销售的“销售经理助理Agent”等。期内，SHIFT 智能解决方案业务收入人民币2.12亿元， 占公司总收入比例19.7 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垃圾中的战斗机狼速","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/433221473043056","isVote":1,"tweetType":1,"viewCount":1289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":428276631880320,"gmtCreate":1745590006902,"gmtModify":1745590008744,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"意思是支持炒币？","listText":"意思是支持炒币？","text":"意思是支持炒币？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428276631880320","repostId":"1177064926","repostType":2,"repost":{"id":"1177064926","kind":"news","pubTimestamp":1745589562,"share":"https://www.laohu8.com/m/news/1177064926?lang=&edition=full","pubTime":"2025-04-25 21:59","market":"us","language":"zh","title":"特朗普：“绝对”会签署法案禁止国会议员炒股","url":"https://stock-news.laohu8.com/highlight/detail?id=1177064926","media":"新浪美股","summary":"他担心议员们可能利用内幕信息获得优势。","content":"<html><head></head><body><p> 美国总统唐纳德·特朗普表示，他“绝对”会签署一项禁止国会议员交易股票的法案，称他担心议员们可能利用内幕信息获得优势。</p><p style=\"text-align: start;\"> “我对此没有意见，”特朗普说。“如果他们把法案送交给我，我会签署。”</p><p style=\"text-align: start;\"> 长期以来，美国两党一直支持立法限制国会议员买卖股票，因为他们能够接触到机密情报和有关立法进程的内部信息，使他们在市场上比其他人更具优势。2020年，一群两党参议员因在召开有关新冠疫情的闭门通报会后交易医疗保健股票而遭到批评。</p><p style=\"text-align: start;\"> 特朗普特别批评了前众议院议长南希·佩洛西，她在担任众议院议长期间一直反对立法禁止国会议员及其家属进行股票交易。佩洛西的丈夫保罗·佩洛西在旧金山地区通过房地产和风险投资积累了财富，批评者常常提到这对夫妇通过股票交易取得丰厚回报的案例。</p><p><br/></p></body></html>","source":"xlmg","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\" 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.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特朗普：“绝对”会签署法案禁止国会议员炒股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-25 21:59 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2025-04-25/doc-ineukxcr1840942.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国总统唐纳德·特朗普表示，他“绝对”会签署一项禁止国会议员交易股票的法案，称他担心议员们可能利用内幕信息获得优势。 “我对此没有意见，”特朗普说。“如果他们把法案送交给我，我会签署。” 长期以来，美国两党一直支持立法限制国会议员买卖股票，因为他们能够接触到机密情报和有关立法进程的内部信息，使他们在市场上比其他人更具优势。2020年，一群两党参议员因在召开有关新冠疫情的闭门通报会后交易医疗保健...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-04-25/doc-ineukxcr1840942.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/57ad66c83796c50731ef69a802b644e7","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-04-25/doc-ineukxcr1840942.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177064926","content_text":"美国总统唐纳德·特朗普表示，他“绝对”会签署一项禁止国会议员交易股票的法案，称他担心议员们可能利用内幕信息获得优势。 “我对此没有意见，”特朗普说。“如果他们把法案送交给我，我会签署。” 长期以来，美国两党一直支持立法限制国会议员买卖股票，因为他们能够接触到机密情报和有关立法进程的内部信息，使他们在市场上比其他人更具优势。2020年，一群两党参议员因在召开有关新冠疫情的闭门通报会后交易医疗保健股票而遭到批评。 特朗普特别批评了前众议院议长南希·佩洛西，她在担任众议院议长期间一直反对立法禁止国会议员及其家属进行股票交易。佩洛西的丈夫保罗·佩洛西在旧金山地区通过房地产和风险投资积累了财富，批评者常常提到这对夫妇通过股票交易取得丰厚回报的案例。","news_type":1,"symbols_score_info":{".DJI":1.1,".IXIC":1.1,".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":428234494952304,"gmtCreate":1745580120575,"gmtModify":1745580122421,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"Sqqq走起来","listText":"Sqqq走起来","text":"Sqqq走起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428234494952304","repostId":"1132099235","repostType":4,"repost":{"id":"1132099235","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":1745577271,"share":"https://www.laohu8.com/m/news/1132099235?lang=&edition=full","pubTime":"2025-04-25 18:34","market":"us","language":"zh","title":"市场消息：特朗普表示将针对不同国家设定公平的关税","url":"https://stock-news.laohu8.com/highlight/detail?id=1132099235","media":"老虎资讯综合","summary":"美股三大股指期货全线转跌！市场消息：特朗普表示将针对不同国家设定公平的关税。","content":"<html><head></head><body><p>4月25日，美股三大股指期货全线转跌，道指期货跌0.3%，纳斯达克100指数期货跌0.16%，标普500指数期货跌0.07%；市场消息：特朗普表示将针对不同国家设定公平的关税，暂停执行关税90天不是因为债券市场。此外特朗普暗示支持禁止美国国会议员交易股票。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eaeedbd607b1c69ab0f9278f3f4dbbce\" title=\"\" tg-width=\"409\" tg-height=\"199\"/></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：特朗普表示将针对不同国家设定公平的关税</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：特朗普表示将针对不同国家设定公平的关税\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\">2025-04-25 18:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月25日，美股三大股指期货全线转跌，道指期货跌0.3%，纳斯达克100指数期货跌0.16%，标普500指数期货跌0.07%；市场消息：特朗普表示将针对不同国家设定公平的关税，暂停执行关税90天不是因为债券市场。此外特朗普暗示支持禁止美国国会议员交易股票。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eaeedbd607b1c69ab0f9278f3f4dbbce\" title=\"\" tg-width=\"409\" tg-height=\"199\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/28fe255674418213441e3f723107345d","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132099235","content_text":"4月25日，美股三大股指期货全线转跌，道指期货跌0.3%，纳斯达克100指数期货跌0.16%，标普500指数期货跌0.07%；市场消息：特朗普表示将针对不同国家设定公平的关税，暂停执行关税90天不是因为债券市场。此外特朗普暗示支持禁止美国国会议员交易股票。","news_type":1,"symbols_score_info":{"ESmain":1.1,"NQmain":1.1,"YMmain":1.1}},"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423708789985648,"gmtCreate":1744463579828,"gmtModify":1744463581685,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"已经豁免 开香槟","listText":"已经豁免 开香槟","text":"已经豁免 开香槟","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423708789985648","repostId":"2526605266","repostType":4,"repost":{"id":"2526605266","kind":"news","pubTimestamp":1744450470,"share":"https://www.laohu8.com/m/news/2526605266?lang=&edition=full","pubTime":"2025-04-12 17:34","market":"us","language":"zh","title":"苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2526605266","media":"华尔街见闻","summary":"“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。","content":"<html><head></head><body><blockquote><p>“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。</p></blockquote><p>关税豁免预期升温，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>股价反弹。</p><p>特朗普关税大棒落地后，苹果股价经历了一波暴跌，但在过去两天，意外出现了剧烈反弹。<strong>苹果股价自4月9日以来飙升了15%，市值增加4000多亿美元，本周五股价单日上涨4.1%，收于198.15美元。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b0c723c5eb7d81355b7369ebb2ca978\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>这一反弹源自华尔街分析师和投资者越来越相信苹果将获得关税豁免，这一预期已成为支撑股价的关键因素。</strong></p><p>CFRA Research分析师Angelo Zino表示，苹果获得豁免的可能性已经显著增加：</p><blockquote><p>“按目前情况，<strong>关税影响对苹果来说尤为严重，潜在增加其销售成本约500亿美元。</strong>”</p><p>“我们预计苹果会推迟将任何关税成本转嫁给消费者，直到秋季产品周期，同时如果贸易协议短期内无法实现，我们将苹果获得特殊豁免的概率从20%提高到50%。”</p></blockquote><p>Mizuho Securities交易台分析师Jordan Klein的观点更为乐观，他表示与之交谈的投资者都坚信特朗普将向苹果提供豁免：</p><blockquote><p>“90%的投资者似乎相信苹果将获得关税豁免，毕竟该公司在2018年特朗普执政期间就获得过一次豁免。”</p></blockquote><h2 id=\"id_1896526236\">美国就业与政治考量支撑豁免可能</h2><p>在当前地缘政治紧张局势下，苹果独特的地位可能成为其获得特殊待遇的关键。</p><p>分析师们指出，<strong>特朗普不会希望伤害像苹果这样的美国标志性企业，</strong>特别是在该公司承诺未来四年在美国制造业和其他国内投资上支出超过5000亿美元之后。</p><p>Jordan Klein强调：</p><blockquote><p><strong>“该公司雇佣了太多人，美国选民过度依赖iPhone，不会接受iPhone售价达到2000美元的情况。”</strong></p></blockquote><p>另一个支持苹果获得豁免的论点是，<strong>特朗普的关税政策可能反而助力了苹果的主要竞争对手——韩国的<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>。</strong>从政治角度看，这种结果显然与特朗普的“美国优先”政策相悖。</p><h2 id=\"id_2252992744\">苹果并非完全依赖豁免，已开始多管齐下应对</h2><p>尽管市场普遍看好苹果获得豁免的前景，但该公司并未将所有希望寄托于此。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Erik Woodring表示：</p><blockquote><p>“我们不认为苹果将仅仅押注于总统豁免，而且正如我们在跟踪该公司时所了解的，苹果始终保持长期思考。”</p></blockquote><p>苹果近年来一直致力于将其产业链多元化，包括将部分iPhone生产转移到印度。在90天关税缓期内，苹果可能将寻求其印度合作伙伴，以满足美国iPhone需求。</p><p>Woodring估计，为满足美国的iPhone需求，<strong>苹果需要将其印度生产能力提高一倍，尽管这可能需要更长时间才能实现。</strong></p><p>还有观点指出，另一种策略是<strong>通过提供融资计划、增加运营商补贴和提高以旧换新价值</strong>来缓解人为抬高的iPhone价格。</p><p>如果无法获得豁免，苹果可能会采取其他策略减轻关税压力。大摩分析称，苹果可能会取消低端iPhone存储模型，将需求转向利润率更高的iPhone型号。</p></body></html>","source":"wallstreetcn_hot_news","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>苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？</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{ 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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苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-12 17:34 北京时间 <a href=https://wallstreetcn.com/articles/3745086><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。关税豁免预期升温，苹果股价反弹。特朗普关税大棒落地后，苹果股价经历了一波暴跌，但在过去两天，意外出现了剧烈反弹。苹果股价自4月9日以来飙升了15%，市值增加4000...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3745086\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9dd8e37009a141c78b4a4ede34830062","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3745086","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2526605266","content_text":"“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。关税豁免预期升温，苹果股价反弹。特朗普关税大棒落地后，苹果股价经历了一波暴跌，但在过去两天，意外出现了剧烈反弹。苹果股价自4月9日以来飙升了15%，市值增加4000多亿美元，本周五股价单日上涨4.1%，收于198.15美元。这一反弹源自华尔街分析师和投资者越来越相信苹果将获得关税豁免，这一预期已成为支撑股价的关键因素。CFRA Research分析师Angelo Zino表示，苹果获得豁免的可能性已经显著增加：“按目前情况，关税影响对苹果来说尤为严重，潜在增加其销售成本约500亿美元。”“我们预计苹果会推迟将任何关税成本转嫁给消费者，直到秋季产品周期，同时如果贸易协议短期内无法实现，我们将苹果获得特殊豁免的概率从20%提高到50%。”Mizuho Securities交易台分析师Jordan Klein的观点更为乐观，他表示与之交谈的投资者都坚信特朗普将向苹果提供豁免：“90%的投资者似乎相信苹果将获得关税豁免，毕竟该公司在2018年特朗普执政期间就获得过一次豁免。”美国就业与政治考量支撑豁免可能在当前地缘政治紧张局势下，苹果独特的地位可能成为其获得特殊待遇的关键。分析师们指出，特朗普不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国制造业和其他国内投资上支出超过5000亿美元之后。Jordan Klein强调：“该公司雇佣了太多人，美国选民过度依赖iPhone，不会接受iPhone售价达到2000美元的情况。”另一个支持苹果获得豁免的论点是，特朗普的关税政策可能反而助力了苹果的主要竞争对手——韩国的三星电子。从政治角度看，这种结果显然与特朗普的“美国优先”政策相悖。苹果并非完全依赖豁免，已开始多管齐下应对尽管市场普遍看好苹果获得豁免的前景，但该公司并未将所有希望寄托于此。摩根士丹利分析师Erik Woodring表示：“我们不认为苹果将仅仅押注于总统豁免，而且正如我们在跟踪该公司时所了解的，苹果始终保持长期思考。”苹果近年来一直致力于将其产业链多元化，包括将部分iPhone生产转移到印度。在90天关税缓期内，苹果可能将寻求其印度合作伙伴，以满足美国iPhone需求。Woodring估计，为满足美国的iPhone需求，苹果需要将其印度生产能力提高一倍，尽管这可能需要更长时间才能实现。还有观点指出，另一种策略是通过提供融资计划、增加运营商补贴和提高以旧换新价值来缓解人为抬高的iPhone价格。如果无法获得豁免，苹果可能会采取其他策略减轻关税压力。大摩分析称，苹果可能会取消低端iPhone存储模型，将需求转向利润率更高的iPhone型号。","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423710499042112,"gmtCreate":1744463556795,"gmtModify":1744463558983,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"已经豁免了","listText":"已经豁免了","text":"已经豁免了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423710499042112","repostId":"2526606511","repostType":4,"repost":{"id":"2526606511","kind":"news","pubTimestamp":1744451929,"share":"https://www.laohu8.com/m/news/2526606511?lang=&edition=full","pubTime":"2025-04-12 17:58","market":"hk","language":"zh","title":"美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”","url":"https://stock-news.laohu8.com/highlight/detail?id=2526606511","media":"智通财经","summary":"智通财经APP获悉，美国海关及边境保护局在美国时间 11 日晚间发布最新公告，针对第 14257 号行政命令所施行的对等关税措施，公布明确排除适用的产品列表与报关操作指南。据《货运系统讯息服务》公告，CBP 明确指出，凡产品正确归类于所列《美国统一关税表》号别及子号别者，可适用对等关税排除措施。","content":"<html><head></head><body><p>智通财经APP获悉，美国海关及边境保护局(CBP)在美国时间 11 日晚间发布最新公告，针对第 14257 号行政命令所施行的对等关税措施，公布明确排除适用的产品列表与报关操作指南。</p><p>据《货运系统讯息服务》(CSMS #64724565)公告，CBP 明确指出，凡产品正确归类于所列《美国统一关税表》(HTSUS)号别及子号别者，可适用对等关税排除措施。依据备忘录内容，这些产品将不再被课征依据第 14257 号行政命令(2025 年 4 月 2 日公布)所施行的额外国别税率。该措施自美东时间 2025 年 4 月 5 日凌晨 12 时 01 分起生效。</p><p>CBP 释出的 20 项关税豁免编码包括：</p><p>8471</p><p>8473.30</p><p>8486</p><p>8517.13.00</p><p>8517.62.00</p><p>8523.51.00</p><p>8524</p><p>8528.52.00</p><p>8541.10.00</p><p>8541.21.00</p><p>8541.29.00</p><p>8541.30.00</p><p>8541.49.10</p><p>8541.49.70</p><p>8541.49.80</p><p>8541.49.95</p><p>8541.51.00</p><p>8541.59.00</p><p>8541.90.00</p><p>8542</p><p>此 20 项关税豁免编码当中包含的范畴包括了笔记本电脑，智能手机、平板电脑、智能手表等消费电子产品，另外也包括了电视与<a href=\"https://laohu8.com/S/000591\">太阳能</a>相关产品。</p><p>此外，CBP 也提醒，近日系统曾因报关代码更新失效导致部分货物无法正确适用 10% 关税，该故障已于 11 日修复，CBP 要求业者重新提交受影响的报关摘要，以维护合规与权益。</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>美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”</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美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-12 17:58 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1277768.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，美国海关及边境保护局(CBP)在美国时间 11 日晚间发布最新公告，针对第 14257 号行政命令所施行的对等关税措施，公布明确排除适用的产品列表与报关操作指南。据《货运系统讯息服务》(CSMS #64724565)公告，CBP 明确指出，凡产品正确归类于所列《美国统一关税表》(HTSUS)号别及子号别者，可适用对等关税排除措施。依据备忘录内容，这些产品将不再被课征依据第 ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1277768.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1277768.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2526606511","content_text":"智通财经APP获悉，美国海关及边境保护局(CBP)在美国时间 11 日晚间发布最新公告，针对第 14257 号行政命令所施行的对等关税措施，公布明确排除适用的产品列表与报关操作指南。据《货运系统讯息服务》(CSMS #64724565)公告，CBP 明确指出，凡产品正确归类于所列《美国统一关税表》(HTSUS)号别及子号别者，可适用对等关税排除措施。依据备忘录内容，这些产品将不再被课征依据第 14257 号行政命令(2025 年 4 月 2 日公布)所施行的额外国别税率。该措施自美东时间 2025 年 4 月 5 日凌晨 12 时 01 分起生效。CBP 释出的 20 项关税豁免编码包括：84718473.3084868517.13.008517.62.008523.51.0085248528.52.008541.10.008541.21.008541.29.008541.30.008541.49.108541.49.708541.49.808541.49.958541.51.008541.59.008541.90.008542此 20 项关税豁免编码当中包含的范畴包括了笔记本电脑，智能手机、平板电脑、智能手表等消费电子产品，另外也包括了电视与太阳能相关产品。此外，CBP 也提醒，近日系统曾因报关代码更新失效导致部分货物无法正确适用 10% 关税，该故障已于 11 日修复，CBP 要求业者重新提交受影响的报关摘要，以维护合规与权益。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}