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股票是用来囤不是用来炒的
IP属地：广东
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·
08-14
搞笑
长鑫（CXMT）存储超越腾讯（TCEHY） 成为全球最具价值的中国公司
机构从业者认为，长鑫存储市值超越腾讯释放出市场信号，芯片产业正在取代互联网流量业务，成为新的价值核心，伴随智能体AI在互联网流量当中占比持续抬升，两家企业市值差距或将进一步拉大。
长鑫（CXMT）存储超越腾讯（TCEHY） 成为全球最具价值的中国公司
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·
08-12
看起来不错呀，而是偷偷发力
腾讯二季度营收超预期，资本支出527.8亿元人民币，自由现金流转负至138亿元人民币
腾讯控股公布第二季度业绩报告：二季度营收2,047.9亿元人民币，预估2,028.4亿元人民币；二季度NON-IFRS净利润756亿人民币，同比增9%。腾讯二季度净利润为560.2亿元人民币，低于市场预估的583.6亿元人民币。净利润的缺口部分源于"其他亏损净额"项目的拖累——该项目录得亏损4.80亿元人民币，而市场此前预期为收益7.556亿元人民币，形成明显落差。与此同时，资本支出高达527.8亿元人民币，较预估的321.4亿元人民币大幅超出逾六成，显示公司正在加速扩张资本密集型投入。
腾讯二季度营收超预期，资本支出527.8亿元人民币，自由现金流转负至138亿元人民币
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·
08-11
多少钱都不够花
英伟达联手华尔街六大巨头，筹5000亿美元押注AI基础设施，信用违约互换创两周最大涨幅
英伟达正寻求联合Apollo、黑石、贝莱德旗下GIP、Brookfield、高盛及KKR等华尔街巨头，以联合体形式为AI基础设施项目筹集高达5000亿美元资金，用于AI芯片采购、电力生产及数据中心建设。消息公布后，英伟达股价一度下跌3.2%，信用违约互换价格创两周最大单日升幅。
英伟达联手华尔街六大巨头，筹5000亿美元押注AI基础设施，信用违约互换创两周最大涨幅
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·
08-11
股价不愿意破300
iPhone前景隐忧引发华尔街看空情绪升温：六家机构发出苹果卖出信号，创2012年以来之最
华尔街对苹果悲观情绪集聚，Jefferies因供应链显示20周年全玻璃iPhone因良率问题取消、折叠屏定价过高或沦为小众，将苹果下调至“跑输大盘”。目前持有“卖出”评级的机构达6家，追平2012年最高纪录，分析师综合评分创2019年以来新低。苹果股价周一盘前已下跌1.%，较近期高点累计回落约8%。
iPhone前景隐忧引发华尔街看空情绪升温：六家机构发出苹果卖出信号，创2012年以来之最
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·
08-06
$东方甄选(01797)$
这个企业的人员问题太多 ，不知道什么时候就会出大雷，斗得太严重
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·
08-04
$苹果(AAPL)$
苹果前面张多了，17出货量大那么意味着未来撑压，最重要的是现在云赚钱了，他成为算力买单人，短时间内易跌难涨，不过如果ai再被惊吓一次快速下滑的话还是会和苹果形成跷跷板效应
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·
08-04
$苹果(AAPL)$
苹果不应该涨这么快
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·
07-30
$Natera, Inc.(NTRA)$
好冷清的股票，半导体那好热闹呀[捂脸]
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·
07-21
$智谱(02513)$
这只票太刺激
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·
07-17
观察观察
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style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-08-13 17:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 受人工智能产业带动存储芯片需求景气上行影响，长鑫存储（CXMT）市值完成对港股上市<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>的反超，成为按市值统计全球价值最高的中国企业。长鑫存储于上月登陆上海资本市场，一跃成为国内规模最大的境内上市公司，周四该股下跌1.2%，对应市值回落至5240亿美元。即便出现当日回调，其总市值依旧高于腾讯控股，腾讯估值回落至5100亿美元，市场对于其持续加码人工智能领域投入的担忧加剧，对估值形成压制。机构从业者认为，长鑫存储市值超越腾讯释放出市场信号，芯片产业正在取代互联网流量业务，成为新的价值核心，伴随智能体AI在互联网流量当中占比持续抬升，两家企业市值差距或将进一步拉大。总部坐落于安徽合肥的长鑫存储，同时是全球第四大DRAM存储器厂商，产品覆盖智能手机、AI服务器等多类终端设备。长鑫存储已经成为资本市场观察国内AI发展以及半导体自主进程的核心标的，该股上市首日大涨467%，后续再度录得8%的涨幅。MSCI在上月宣布将长鑫存储纳入MSCI中国全股票指数，调整于8月10日正式生效，进一步为个股带来增量资金。反观腾讯控股股价表现相对疲弱，手握微信社交平台、游戏企业RiotGames等资产，其年内股价累计跌幅已经超过26%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/NjEzNTY0MzU5MDE2.png","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4077":"互动媒体与服务","00700":"腾讯控股","TCEHY":"腾讯控股ADR"},"source_url":"303757","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2659158829","content_text":"金吾财讯 | 受人工智能产业带动存储芯片需求景气上行影响，长鑫存储（CXMT）市值完成对港股上市腾讯控股的反超，成为按市值统计全球价值最高的中国企业。长鑫存储于上月登陆上海资本市场，一跃成为国内规模最大的境内上市公司，周四该股下跌1.2%，对应市值回落至5240亿美元。即便出现当日回调，其总市值依旧高于腾讯控股，腾讯估值回落至5100亿美元，市场对于其持续加码人工智能领域投入的担忧加剧，对估值形成压制。机构从业者认为，长鑫存储市值超越腾讯释放出市场信号，芯片产业正在取代互联网流量业务，成为新的价值核心，伴随智能体AI在互联网流量当中占比持续抬升，两家企业市值差距或将进一步拉大。总部坐落于安徽合肥的长鑫存储，同时是全球第四大DRAM存储器厂商，产品覆盖智能手机、AI服务器等多类终端设备。长鑫存储已经成为资本市场观察国内AI发展以及半导体自主进程的核心标的，该股上市首日大涨467%，后续再度录得8%的涨幅。MSCI在上月宣布将长鑫存储纳入MSCI中国全股票指数，调整于8月10日正式生效，进一步为个股带来增量资金。反观腾讯控股股价表现相对疲弱，手握微信社交平台、游戏企业RiotGames等资产，其年内股价累计跌幅已经超过26%。","news_type":1,"symbols_score_info":{"00700":1.91,"TCEHY":1.91}},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":595993231480056,"gmtCreate":1786524370704,"gmtModify":1786524373068,"author":{"id":"4087883810201120","authorId":"4087883810201120","name":"囤票","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087883810201120","idStr":"4087883810201120"},"themes":[],"title":"","htmlText":"看起来不错呀，而是偷偷发力","listText":"看起来不错呀，而是偷偷发力","text":"看起来不错呀，而是偷偷发力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/595993231480056","repostId":"1135020299","repostType":2,"repost":{"id":"1135020299","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":1786523652,"share":"https://www.laohunote.com/m/news/1135020299?lang=zh_CN&edition=full","pubTime":"2026-08-12 16:34","market":"us","language":"zh","title":"腾讯二季度营收超预期，资本支出527.8亿元人民币，自由现金流转负至138亿元人民币","url":"https://stock-news.laohu8.com/highlight/detail?id=1135020299","media":"老虎资讯综合","summary":"腾讯控股公布第二季度业绩报告：二季度营收2,047.9亿元人民币，预估2,028.4亿元人民币；二季度NON-IFRS净利润756亿人民币，同比增9%。腾讯二季度净利润为560.2亿元人民币，低于市场预估的583.6亿元人民币。净利润的缺口部分源于\"其他亏损净额\"项目的拖累——该项目录得亏损4.80亿元人民币，而市场此前预期为收益7.556亿元人民币，形成明显落差。与此同时，资本支出高达527.8亿元人民币，较预估的321.4亿元人民币大幅超出逾六成，显示公司正在加速扩张资本密集型投入。","content":"<html><head></head><body><p style=\"text-align: left;\">腾讯控股公布第二季度业绩报告：二季度营收2,047.9亿元人民币，预估2,028.4亿元人民币；二季度NON-IFRS净利润756亿人民币，同比增9%。</p><p style=\"text-align: justify;\">腾讯二季度净利润为560.2亿元人民币，低于市场预估的583.6亿元人民币。</p><p style=\"text-align: justify;\">净利润的缺口部分源于"其他亏损净额"项目的拖累——该项目录得亏损4.80亿元人民币，而市场此前预期为收益7.556亿元人民币，形成明显落差。与此同时，资本支出高达527.8亿元人民币，较预估的321.4亿元人民币大幅超出逾六成，显示公司正在加速扩张资本密集型投入。</p><p style=\"text-align: justify;\"><strong>腾讯2Q2026财务摘要</strong></p><ul><li><p style=\"text-align: left;\">总收入：同比增长11%，毛利：同比增长13%，按非国际财务报告准则的经营盈利：同比增长9%</p></li><li><p style=\"text-align: left;\">总收入为人民币2,048亿元，较2025年第二季（“同比”）增长11%。</p></li><li><p style=\"text-align: left;\">毛利为人民币1,184亿元，同比增长13%。</p></li></ul><p style=\"text-align: left;\">按非国际财务报告准则，撇除若干一次性及/或非现金项目的影响，以体现核心业务的业绩：</p><p style=\"text-align: left;\">按国际财务报告准则：</p><ul><li><p style=\"text-align: left;\">经营盈利为人民币756亿元，同比增长9%；经营利润率由去年的38%下降至37%。</p></li><li><p style=\"text-align: left;\">若剔除新AI产品贡献，经营盈利为人民币861亿元，同比增长19%；若剔除新AI产品，经营利润率由去年的39%提升至42%。 盈利为人民币706亿元，同比增长9%。</p></li><li><p style=\"text-align: left;\">本公司权益持有人应占盈利为人民币684亿元，同比增长9%。</p></li><li><p style=\"text-align: left;\">每股基本盈利为人民币7.581元，每股摊薄盈利为人民币7.433元。</p></li></ul><p style=\"text-align: left;\">经营盈利为人民币673亿元，同比增长12%；经营利润率为33%，较去年持平。</p><p style=\"text-align: left;\">盈利为人民币580亿元，同比增长3%。</p><p style=\"text-align: left;\">本公司权益持有人应占盈利为人民币560亿元，同比增长0.7%。</p><p style=\"text-align: left;\">每股基本盈利为人民币6.207元，每股摊薄盈利为人民币6.104元。</p><p style=\"text-align: left;\">资本开支为人民币528亿元，同比增加176%。</p><p style=\"text-align: left;\">总现金为人民币 5,112 亿元，同比增长9%。净现金为人民币582亿元，同比下降22%。</p><p style=\"text-align: left;\">本公司2Q2026产生经营现金流人民币527亿元，扣除资本开支付款人民币593亿元、媒体内容付款人民币50亿元及租赁负债付款人民币22亿元，自由现金流转负为人民币138亿元。2Q2026经营现金流包括大额AI相关预付款项，该预付款用于提供基础设施以支持Hy模型升级、WorkBuddy及CodeBuddy推理的需求、微信AI举措，以及我们各项产品与服务的AI能力建设，同时满足外部客户对我们的云服务持续增长的需求。若剔除算力采购的预付款项，我们的自由现金流为人民币376亿元。</p><p style=\"text-align: left;\">于2026年6月30日，我们于上市投资公司（不包括附属公司）权益[3]的公允价值为人民币4,872亿元，对比2026年3月31日的公允价值为人民币5,471亿元。于2026年6月30日，我们于非上市投资公司（不包括附属公司）权益的账面价值为人民币3,879亿元，对比2026年3月31日的账面价值为人民币3,651亿元。</p><p style=\"text-align: left;\"> 2Q2026，本公司于香港联交所以约169亿港元的总代价回购约3,738万股股份。</p><p style=\"text-align: left;\">于2026年7月发布了Hy3正式版，性能较Hy3 preview版本大幅提升，并显著优于大部分同尺寸的模型。按OpenRouter的token（词元）消耗量计，Hy3自推出以来持续位列全球前三。</p><p style=\"text-align: left;\">WorkBuddy实现了快速的用户增长和健康的用户留存率，用户通过订阅和充值购买token的付费意愿强烈。WorkBuddy的市场领先地位，得益于其强大的harness（智能体调度）工程能力，丰富的模型选择，和行业领先的技能库。</p><p style=\"text-align: left;\">最近数周启动了微信内AI智能体小微的小范围灰度测试。小微由专注于用户隐私、微信场景和推理效率的定制化模型WeLM驱动。</p><p style=\"text-align: left;\">视频号2Q2026的总用户使用时长同比增长超过20%，得益于面向年轻用户的内容日益丰富，互动功能的升级以及新的内容混排系统。</p><p style=\"text-align: left;\">本土长青游戏《三角洲行动》及《无畏契约》的平均日活跃账户数于2Q2026创下新高。《洛克王国：世界》在今年中国市场发布的所有新手游中，按平均日活跃账户数[7]和总流水[8]计算均排名第一。</p><p style=\"text-align: left;\">Miniclip在国际市场获得突破性成功，《Arrows – Puzzle Escape》成为了2Q2026全球下载量最高的手游[9]，并带来强劲的应用内广告收入。</p><p style=\"text-align: left;\">升级了智能投放产品矩阵腾讯营销AIM+，为微信小店及短剧广告主提供了AI驱动的端到端投放能力。 </p><p style=\"text-align: left;\"><strong>2Q2026管理层讨论及分析</strong></p><p style=\"text-align: left;\">增值服务2Q2026收入同比增长8%至人民币984亿元。本土市场游戏收入同比增长17%至人民币473亿元，主要游戏大部分都实现了收入增长，其中《三角洲行动》、《无畏契约》、《无畏契约：源能行动》及《洛克王国：世界》的贡献显著。国际市场游戏收入为人民币186亿元，受汇率波动影响同比下降0.8%，按固定汇率计算则同比增长4%，因《鸣潮》及《VALORANT》的收入增长被Supercell部分游戏收入的下降所抵销。社交网络收入同比增长0.8%至人民币325亿元。</p><p style=\"text-align: left;\">营销服务2Q2026收入为人民币436亿元，同比增长22%，得益于AI驱动的广告推荐模型的优化（决定向每位用户每次曝光所展示的广告内容），智能投放产品矩阵腾讯营销AIM+的升级（帮助广告主购买优质的曝光量），以及微信生态内闭环营销能力的整合（助力小游戏、微信小店等微信生态服务更有效地投放于腾讯管理的广告资源）。大部分主要行业本季在我们平台的营销投入均有所增加。 </p><p style=\"text-align: left;\">金融科技及企业服务2Q2026收入同比增长9%至人民币603亿元。金融科技服务收入增长主要因为商业支付、理财及消费贷款服务收入的增长。企业服务收入增长，主要来自于云服务，得益于AI相关服务需求提升,国际市场持续扩张，以及更为有利的定价环境。</p><p style=\"text-align: left;\"><strong>经营数据</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b8aaf250ef16b3c5d458043e9d366d9\" data-align=\"center\" tg-width=\"1274\" tg-height=\"664\"/><span></span></p><p style=\"text-align: left;\"> </p><p style=\"text-align: left;\"><strong>业务回顾及展望</strong></p><p style=\"text-align: left;\">于2026年7月发布了Hy3正式版，性能较Hy3 preview版本大幅提升，并显著优于大部分同尺寸的模型。按OpenRouter的token（词元）消耗量计，Hy3自推出以来持续位列全球前三[1]。</p><p style=\"text-align: left;\">WorkBuddy实现了快速的用户增长和健康的用户留存率，用户通过订阅和充值购买token的付费意愿强烈。WorkBuddy的市场领先地位，得益于其强大的harness（智能体调度）工程能力，丰富的模型选择，和行业领先的技能库。</p><p style=\"text-align: left;\">最近数周启动了微信内AI智能体小微的小范围灰度测试。小微由专注于用户隐私、微信场景和推理效率的定制化模型WeLM驱动。</p><p style=\"text-align: left;\">视频号2Q2026的总用户使用时长同比增长超过20%，得益于面向年轻用户的内容日益丰富，互动功能的升级以及新的内容混排系统。</p><p style=\"text-align: left;\">本土长青游戏《三角洲行动》及《无畏契约》的平均日活跃账户数于2Q2026创下新高。《洛克王国：世界》在今年中国市场发布的所有新手游中，按平均日活跃账户数和总流水计算均排名第一。</p><p style=\"text-align: left;\">Miniclip在国际市场获得突破性成功，《Arrows – Puzzle Escape》成为了2Q2026全球下载量最高的手游[5]，并带来强劲的应用内广告收入。</p><p style=\"text-align: left;\">升级了智能投放产品矩阵腾讯营销AIM+，为微信小店及短剧广告主提供了AI驱动的端到端投放能力。</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>腾讯二季度营收超预期，资本支出527.8亿元人民币，自由现金流转负至138亿元人民币</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腾讯二季度营收超预期，资本支出527.8亿元人民币，自由现金流转负至138亿元人民币\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\">2026-08-12 16:34</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;\">腾讯控股公布第二季度业绩报告：二季度营收2,047.9亿元人民币，预估2,028.4亿元人民币；二季度NON-IFRS净利润756亿人民币，同比增9%。</p><p style=\"text-align: justify;\">腾讯二季度净利润为560.2亿元人民币，低于市场预估的583.6亿元人民币。</p><p style=\"text-align: justify;\">净利润的缺口部分源于"其他亏损净额"项目的拖累——该项目录得亏损4.80亿元人民币，而市场此前预期为收益7.556亿元人民币，形成明显落差。与此同时，资本支出高达527.8亿元人民币，较预估的321.4亿元人民币大幅超出逾六成，显示公司正在加速扩张资本密集型投入。</p><p style=\"text-align: justify;\"><strong>腾讯2Q2026财务摘要</strong></p><ul><li><p style=\"text-align: left;\">总收入：同比增长11%，毛利：同比增长13%，按非国际财务报告准则的经营盈利：同比增长9%</p></li><li><p style=\"text-align: left;\">总收入为人民币2,048亿元，较2025年第二季（“同比”）增长11%。</p></li><li><p style=\"text-align: left;\">毛利为人民币1,184亿元，同比增长13%。</p></li></ul><p style=\"text-align: left;\">按非国际财务报告准则，撇除若干一次性及/或非现金项目的影响，以体现核心业务的业绩：</p><p style=\"text-align: left;\">按国际财务报告准则：</p><ul><li><p style=\"text-align: left;\">经营盈利为人民币756亿元，同比增长9%；经营利润率由去年的38%下降至37%。</p></li><li><p style=\"text-align: left;\">若剔除新AI产品贡献，经营盈利为人民币861亿元，同比增长19%；若剔除新AI产品，经营利润率由去年的39%提升至42%。 盈利为人民币706亿元，同比增长9%。</p></li><li><p style=\"text-align: left;\">本公司权益持有人应占盈利为人民币684亿元，同比增长9%。</p></li><li><p style=\"text-align: left;\">每股基本盈利为人民币7.581元，每股摊薄盈利为人民币7.433元。</p></li></ul><p style=\"text-align: left;\">经营盈利为人民币673亿元，同比增长12%；经营利润率为33%，较去年持平。</p><p style=\"text-align: left;\">盈利为人民币580亿元，同比增长3%。</p><p style=\"text-align: left;\">本公司权益持有人应占盈利为人民币560亿元，同比增长0.7%。</p><p style=\"text-align: left;\">每股基本盈利为人民币6.207元，每股摊薄盈利为人民币6.104元。</p><p style=\"text-align: left;\">资本开支为人民币528亿元，同比增加176%。</p><p style=\"text-align: left;\">总现金为人民币 5,112 亿元，同比增长9%。净现金为人民币582亿元，同比下降22%。</p><p style=\"text-align: left;\">本公司2Q2026产生经营现金流人民币527亿元，扣除资本开支付款人民币593亿元、媒体内容付款人民币50亿元及租赁负债付款人民币22亿元，自由现金流转负为人民币138亿元。2Q2026经营现金流包括大额AI相关预付款项，该预付款用于提供基础设施以支持Hy模型升级、WorkBuddy及CodeBuddy推理的需求、微信AI举措，以及我们各项产品与服务的AI能力建设，同时满足外部客户对我们的云服务持续增长的需求。若剔除算力采购的预付款项，我们的自由现金流为人民币376亿元。</p><p style=\"text-align: left;\">于2026年6月30日，我们于上市投资公司（不包括附属公司）权益[3]的公允价值为人民币4,872亿元，对比2026年3月31日的公允价值为人民币5,471亿元。于2026年6月30日，我们于非上市投资公司（不包括附属公司）权益的账面价值为人民币3,879亿元，对比2026年3月31日的账面价值为人民币3,651亿元。</p><p style=\"text-align: left;\"> 2Q2026，本公司于香港联交所以约169亿港元的总代价回购约3,738万股股份。</p><p style=\"text-align: left;\">于2026年7月发布了Hy3正式版，性能较Hy3 preview版本大幅提升，并显著优于大部分同尺寸的模型。按OpenRouter的token（词元）消耗量计，Hy3自推出以来持续位列全球前三。</p><p style=\"text-align: left;\">WorkBuddy实现了快速的用户增长和健康的用户留存率，用户通过订阅和充值购买token的付费意愿强烈。WorkBuddy的市场领先地位，得益于其强大的harness（智能体调度）工程能力，丰富的模型选择，和行业领先的技能库。</p><p style=\"text-align: left;\">最近数周启动了微信内AI智能体小微的小范围灰度测试。小微由专注于用户隐私、微信场景和推理效率的定制化模型WeLM驱动。</p><p style=\"text-align: left;\">视频号2Q2026的总用户使用时长同比增长超过20%，得益于面向年轻用户的内容日益丰富，互动功能的升级以及新的内容混排系统。</p><p style=\"text-align: left;\">本土长青游戏《三角洲行动》及《无畏契约》的平均日活跃账户数于2Q2026创下新高。《洛克王国：世界》在今年中国市场发布的所有新手游中，按平均日活跃账户数[7]和总流水[8]计算均排名第一。</p><p style=\"text-align: left;\">Miniclip在国际市场获得突破性成功，《Arrows – Puzzle Escape》成为了2Q2026全球下载量最高的手游[9]，并带来强劲的应用内广告收入。</p><p style=\"text-align: left;\">升级了智能投放产品矩阵腾讯营销AIM+，为微信小店及短剧广告主提供了AI驱动的端到端投放能力。 </p><p style=\"text-align: left;\"><strong>2Q2026管理层讨论及分析</strong></p><p style=\"text-align: left;\">增值服务2Q2026收入同比增长8%至人民币984亿元。本土市场游戏收入同比增长17%至人民币473亿元，主要游戏大部分都实现了收入增长，其中《三角洲行动》、《无畏契约》、《无畏契约：源能行动》及《洛克王国：世界》的贡献显著。国际市场游戏收入为人民币186亿元，受汇率波动影响同比下降0.8%，按固定汇率计算则同比增长4%，因《鸣潮》及《VALORANT》的收入增长被Supercell部分游戏收入的下降所抵销。社交网络收入同比增长0.8%至人民币325亿元。</p><p style=\"text-align: left;\">营销服务2Q2026收入为人民币436亿元，同比增长22%，得益于AI驱动的广告推荐模型的优化（决定向每位用户每次曝光所展示的广告内容），智能投放产品矩阵腾讯营销AIM+的升级（帮助广告主购买优质的曝光量），以及微信生态内闭环营销能力的整合（助力小游戏、微信小店等微信生态服务更有效地投放于腾讯管理的广告资源）。大部分主要行业本季在我们平台的营销投入均有所增加。 </p><p style=\"text-align: left;\">金融科技及企业服务2Q2026收入同比增长9%至人民币603亿元。金融科技服务收入增长主要因为商业支付、理财及消费贷款服务收入的增长。企业服务收入增长，主要来自于云服务，得益于AI相关服务需求提升,国际市场持续扩张，以及更为有利的定价环境。</p><p style=\"text-align: left;\"><strong>经营数据</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b8aaf250ef16b3c5d458043e9d366d9\" data-align=\"center\" tg-width=\"1274\" tg-height=\"664\"/><span></span></p><p style=\"text-align: left;\"> </p><p style=\"text-align: left;\"><strong>业务回顾及展望</strong></p><p style=\"text-align: left;\">于2026年7月发布了Hy3正式版，性能较Hy3 preview版本大幅提升，并显著优于大部分同尺寸的模型。按OpenRouter的token（词元）消耗量计，Hy3自推出以来持续位列全球前三[1]。</p><p style=\"text-align: left;\">WorkBuddy实现了快速的用户增长和健康的用户留存率，用户通过订阅和充值购买token的付费意愿强烈。WorkBuddy的市场领先地位，得益于其强大的harness（智能体调度）工程能力，丰富的模型选择，和行业领先的技能库。</p><p style=\"text-align: left;\">最近数周启动了微信内AI智能体小微的小范围灰度测试。小微由专注于用户隐私、微信场景和推理效率的定制化模型WeLM驱动。</p><p style=\"text-align: left;\">视频号2Q2026的总用户使用时长同比增长超过20%，得益于面向年轻用户的内容日益丰富，互动功能的升级以及新的内容混排系统。</p><p style=\"text-align: left;\">本土长青游戏《三角洲行动》及《无畏契约》的平均日活跃账户数于2Q2026创下新高。《洛克王国：世界》在今年中国市场发布的所有新手游中，按平均日活跃账户数和总流水计算均排名第一。</p><p style=\"text-align: left;\">Miniclip在国际市场获得突破性成功，《Arrows – Puzzle Escape》成为了2Q2026全球下载量最高的手游[5]，并带来强劲的应用内广告收入。</p><p style=\"text-align: left;\">升级了智能投放产品矩阵腾讯营销AIM+，为微信小店及短剧广告主提供了AI驱动的端到端投放能力。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股","TCEHY":"腾讯控股ADR"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135020299","content_text":"腾讯控股公布第二季度业绩报告：二季度营收2,047.9亿元人民币，预估2,028.4亿元人民币；二季度NON-IFRS净利润756亿人民币，同比增9%。腾讯二季度净利润为560.2亿元人民币，低于市场预估的583.6亿元人民币。净利润的缺口部分源于\"其他亏损净额\"项目的拖累——该项目录得亏损4.80亿元人民币，而市场此前预期为收益7.556亿元人民币，形成明显落差。与此同时，资本支出高达527.8亿元人民币，较预估的321.4亿元人民币大幅超出逾六成，显示公司正在加速扩张资本密集型投入。腾讯2Q2026财务摘要总收入：同比增长11%，毛利：同比增长13%，按非国际财务报告准则的经营盈利：同比增长9%总收入为人民币2,048亿元，较2025年第二季（“同比”）增长11%。毛利为人民币1,184亿元，同比增长13%。按非国际财务报告准则，撇除若干一次性及/或非现金项目的影响，以体现核心业务的业绩：按国际财务报告准则：经营盈利为人民币756亿元，同比增长9%；经营利润率由去年的38%下降至37%。若剔除新AI产品贡献，经营盈利为人民币861亿元，同比增长19%；若剔除新AI产品，经营利润率由去年的39%提升至42%。 盈利为人民币706亿元，同比增长9%。本公司权益持有人应占盈利为人民币684亿元，同比增长9%。每股基本盈利为人民币7.581元，每股摊薄盈利为人民币7.433元。经营盈利为人民币673亿元，同比增长12%；经营利润率为33%，较去年持平。盈利为人民币580亿元，同比增长3%。本公司权益持有人应占盈利为人民币560亿元，同比增长0.7%。每股基本盈利为人民币6.207元，每股摊薄盈利为人民币6.104元。资本开支为人民币528亿元，同比增加176%。总现金为人民币 5,112 亿元，同比增长9%。净现金为人民币582亿元，同比下降22%。本公司2Q2026产生经营现金流人民币527亿元，扣除资本开支付款人民币593亿元、媒体内容付款人民币50亿元及租赁负债付款人民币22亿元，自由现金流转负为人民币138亿元。2Q2026经营现金流包括大额AI相关预付款项，该预付款用于提供基础设施以支持Hy模型升级、WorkBuddy及CodeBuddy推理的需求、微信AI举措，以及我们各项产品与服务的AI能力建设，同时满足外部客户对我们的云服务持续增长的需求。若剔除算力采购的预付款项，我们的自由现金流为人民币376亿元。于2026年6月30日，我们于上市投资公司（不包括附属公司）权益[3]的公允价值为人民币4,872亿元，对比2026年3月31日的公允价值为人民币5,471亿元。于2026年6月30日，我们于非上市投资公司（不包括附属公司）权益的账面价值为人民币3,879亿元，对比2026年3月31日的账面价值为人民币3,651亿元。 2Q2026，本公司于香港联交所以约169亿港元的总代价回购约3,738万股股份。于2026年7月发布了Hy3正式版，性能较Hy3 preview版本大幅提升，并显著优于大部分同尺寸的模型。按OpenRouter的token（词元）消耗量计，Hy3自推出以来持续位列全球前三。WorkBuddy实现了快速的用户增长和健康的用户留存率，用户通过订阅和充值购买token的付费意愿强烈。WorkBuddy的市场领先地位，得益于其强大的harness（智能体调度）工程能力，丰富的模型选择，和行业领先的技能库。最近数周启动了微信内AI智能体小微的小范围灰度测试。小微由专注于用户隐私、微信场景和推理效率的定制化模型WeLM驱动。视频号2Q2026的总用户使用时长同比增长超过20%，得益于面向年轻用户的内容日益丰富，互动功能的升级以及新的内容混排系统。本土长青游戏《三角洲行动》及《无畏契约》的平均日活跃账户数于2Q2026创下新高。《洛克王国：世界》在今年中国市场发布的所有新手游中，按平均日活跃账户数[7]和总流水[8]计算均排名第一。Miniclip在国际市场获得突破性成功，《Arrows – Puzzle Escape》成为了2Q2026全球下载量最高的手游[9]，并带来强劲的应用内广告收入。升级了智能投放产品矩阵腾讯营销AIM+，为微信小店及短剧广告主提供了AI驱动的端到端投放能力。 2Q2026管理层讨论及分析增值服务2Q2026收入同比增长8%至人民币984亿元。本土市场游戏收入同比增长17%至人民币473亿元，主要游戏大部分都实现了收入增长，其中《三角洲行动》、《无畏契约》、《无畏契约：源能行动》及《洛克王国：世界》的贡献显著。国际市场游戏收入为人民币186亿元，受汇率波动影响同比下降0.8%，按固定汇率计算则同比增长4%，因《鸣潮》及《VALORANT》的收入增长被Supercell部分游戏收入的下降所抵销。社交网络收入同比增长0.8%至人民币325亿元。营销服务2Q2026收入为人民币436亿元，同比增长22%，得益于AI驱动的广告推荐模型的优化（决定向每位用户每次曝光所展示的广告内容），智能投放产品矩阵腾讯营销AIM+的升级（帮助广告主购买优质的曝光量），以及微信生态内闭环营销能力的整合（助力小游戏、微信小店等微信生态服务更有效地投放于腾讯管理的广告资源）。大部分主要行业本季在我们平台的营销投入均有所增加。 金融科技及企业服务2Q2026收入同比增长9%至人民币603亿元。金融科技服务收入增长主要因为商业支付、理财及消费贷款服务收入的增长。企业服务收入增长，主要来自于云服务，得益于AI相关服务需求提升,国际市场持续扩张，以及更为有利的定价环境。经营数据 业务回顾及展望于2026年7月发布了Hy3正式版，性能较Hy3 preview版本大幅提升，并显著优于大部分同尺寸的模型。按OpenRouter的token（词元）消耗量计，Hy3自推出以来持续位列全球前三[1]。WorkBuddy实现了快速的用户增长和健康的用户留存率，用户通过订阅和充值购买token的付费意愿强烈。WorkBuddy的市场领先地位，得益于其强大的harness（智能体调度）工程能力，丰富的模型选择，和行业领先的技能库。最近数周启动了微信内AI智能体小微的小范围灰度测试。小微由专注于用户隐私、微信场景和推理效率的定制化模型WeLM驱动。视频号2Q2026的总用户使用时长同比增长超过20%，得益于面向年轻用户的内容日益丰富，互动功能的升级以及新的内容混排系统。本土长青游戏《三角洲行动》及《无畏契约》的平均日活跃账户数于2Q2026创下新高。《洛克王国：世界》在今年中国市场发布的所有新手游中，按平均日活跃账户数和总流水计算均排名第一。Miniclip在国际市场获得突破性成功，《Arrows – Puzzle Escape》成为了2Q2026全球下载量最高的手游[5]，并带来强劲的应用内广告收入。升级了智能投放产品矩阵腾讯营销AIM+，为微信小店及短剧广告主提供了AI驱动的端到端投放能力。","news_type":1,"symbols_score_info":{"00700":2,"TCEHY":2}},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":595602466681336,"gmtCreate":1786428884791,"gmtModify":1786428886427,"author":{"id":"4087883810201120","authorId":"4087883810201120","name":"囤票","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087883810201120","idStr":"4087883810201120"},"themes":[],"title":"","htmlText":"多少钱都不够花","listText":"多少钱都不够花","text":"多少钱都不够花","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/595602466681336","repostId":"2658130959","repostType":4,"repost":{"id":"2658130959","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":1786405467,"share":"https://www.laohunote.com/m/news/2658130959?lang=zh_CN&edition=full","pubTime":"2026-08-11 07:44","market":"us","language":"zh","title":"英伟达联手华尔街六大巨头，筹5000亿美元押注AI基础设施，信用违约互换创两周最大涨幅","url":"https://stock-news.laohu8.com/highlight/detail?id=2658130959","media":"华尔街见闻","summary":"英伟达正寻求联合Apollo、黑石、贝莱德旗下GIP、Brookfield、高盛及KKR等华尔街巨头，以联合体形式为AI基础设施项目筹集高达5000亿美元资金，用于AI芯片采购、电力生产及数据中心建设。消息公布后，英伟达股价一度下跌3.2%，信用违约互换价格创两周最大单日升幅。","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>正寻求与一批美国顶级金融机构联手，为人工智能基础设施项目筹集高达5000亿美元的资金。</p><p style=\"text-align: left;\">8月10日周一，据英国《金融时报》援引知情人士报道，Apollo、<a href=\"https://laohu8.com/S/BX\">黑石</a>集团、<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>旗下Global Infrastructure Partners、<a href=\"https://laohu8.com/S/BN\">Brookfield</a>资产管理公司、高盛集团及KKR等华尔街巨头，正<strong>与英伟达就一项总额5000亿美元的AI基础设施融资安排进行磋商，该交易最早可能于今日正式宣布。</strong></p><p style=\"text-align: left;\"><strong>报道指出，各参与机构将以联合体形式组建专项投资基金，融资资金将专项用于AI芯片采购、电力生产及数据中心建设等领域。</strong></p><p style=\"text-align: left;\">若该交易最终落地，将跻身华尔街历史上规模最大的融资行动之列，进一步凸显主流金融资本大规模进入AI基础设施赛道的趋势。</p><p style=\"text-align: left;\">消息公布后，英伟达股价一度下跌3.2%，与此同时，衡量该公司信用风险的5年期信用违约互换（CDS）价格周一一度升至77.215个基点，较前一交易日上涨约5.3个基点，创两周来最大单日升幅。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5f77e122f6ce349f96d30405038aad3b\" data-align=\"center\" tg-width=\"958\" tg-height=\"579\"/><span></span></p><h2 style=\"text-align: left;\">联合体交易模式，细节仍属机密</h2><p style=\"text-align: left;\">根据《金融时报》的报道，此次安排并非英伟达自身出资，而是由六大<a href=\"https://laohu8.com/S/FISI\">金融机构</a>以联合体形式共同组建专项融资包（funding package），英伟达在其中扮演的是合作牵头方而非出资方的角色。</p><p style=\"text-align: left;\">报道目前尚未披露该融资计划的具体结构，包括英伟达是否将在相关基金中持有股份，以及持股比例为何。</p><p style=\"text-align: left;\">此外，该5000亿美元究竟代表全新承诺资金，还是已包含现有承诺在内，目前同样不明确。《金融时报》亦未详述融资将具体支持哪些项目或企业。</p><h2 style=\"text-align: left;\">英伟达的资本动员角色持续扩张</h2><p style=\"text-align: left;\">此次合作并非英伟达首次在融资层面深度介入AI产业链。</p><p style=\"text-align: left;\">英伟达上月宣布扩大与韩国企业集团SK集团的合作，双方总业务规模将超过5000亿美元；</p><p style=\"text-align: left;\">此前亦有报道称，英伟达正就为OpenAI提供最高250亿美元的融资担保进行谈判，以协助其租用美国数据中心的算力资源；</p><p style=\"text-align: left;\">另有报道显示，英伟达还在讨论为OpenAI芯片采购计划融资3500亿美元。</p><p style=\"text-align: left;\">与此同时，英伟达上月还宣布对前OpenAI首席科学家Ilya Sutskever联合创办的AI初创公司Safe Superintelligence Inc.进行了"重大"投资。</p><p style=\"text-align: left;\"><strong>上述一系列举措表明，英伟达正将自身从芯片供应商逐步转型为AI基础设施生态的资本动员核心，通过深度参与融资安排强化其在产业链中的战略地位。</strong></p><h2 style=\"text-align: left;\">循环交易质疑与信用风险升温</h2><p style=\"text-align: left;\">英伟达积极推进的系列融资安排，也在市场上引发日益明显的担忧。</p><p style=\"text-align: left;\">部分投资者认为，英伟达与AI生态内各方签署的巨额协议具有循环交易性质，这些协议在推升行业需求预期的同时，也可能造成估值虚高。</p><p style=\"text-align: left;\">英伟达CDS价格的跳升，反映出市场对这家公司在巨额融资模式下潜在信用风险的关注度正在上升。</p><p style=\"text-align: left;\">分析人士指出，科技巨头举债或撬动外部资本大规模发展AI基础设施的模式，其长期可持续性仍是市场需要持续审视的核心议题。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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英伟达联手华尔街六大巨头，筹5000亿美元押注AI基础设施，信用违约互换创两周最大涨幅\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\">2026-08-11 07:44</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;\"><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>正寻求与一批美国顶级金融机构联手，为人工智能基础设施项目筹集高达5000亿美元的资金。</p><p style=\"text-align: left;\">8月10日周一，据英国《金融时报》援引知情人士报道，Apollo、<a href=\"https://laohu8.com/S/BX\">黑石</a>集团、<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>旗下Global Infrastructure Partners、<a href=\"https://laohu8.com/S/BN\">Brookfield</a>资产管理公司、高盛集团及KKR等华尔街巨头，正<strong>与英伟达就一项总额5000亿美元的AI基础设施融资安排进行磋商，该交易最早可能于今日正式宣布。</strong></p><p style=\"text-align: left;\"><strong>报道指出，各参与机构将以联合体形式组建专项投资基金，融资资金将专项用于AI芯片采购、电力生产及数据中心建设等领域。</strong></p><p style=\"text-align: left;\">若该交易最终落地，将跻身华尔街历史上规模最大的融资行动之列，进一步凸显主流金融资本大规模进入AI基础设施赛道的趋势。</p><p style=\"text-align: left;\">消息公布后，英伟达股价一度下跌3.2%，与此同时，衡量该公司信用风险的5年期信用违约互换（CDS）价格周一一度升至77.215个基点，较前一交易日上涨约5.3个基点，创两周来最大单日升幅。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5f77e122f6ce349f96d30405038aad3b\" data-align=\"center\" tg-width=\"958\" tg-height=\"579\"/><span></span></p><h2 style=\"text-align: left;\">联合体交易模式，细节仍属机密</h2><p style=\"text-align: left;\">根据《金融时报》的报道，此次安排并非英伟达自身出资，而是由六大<a href=\"https://laohu8.com/S/FISI\">金融机构</a>以联合体形式共同组建专项融资包（funding package），英伟达在其中扮演的是合作牵头方而非出资方的角色。</p><p style=\"text-align: left;\">报道目前尚未披露该融资计划的具体结构，包括英伟达是否将在相关基金中持有股份，以及持股比例为何。</p><p style=\"text-align: left;\">此外，该5000亿美元究竟代表全新承诺资金，还是已包含现有承诺在内，目前同样不明确。《金融时报》亦未详述融资将具体支持哪些项目或企业。</p><h2 style=\"text-align: left;\">英伟达的资本动员角色持续扩张</h2><p style=\"text-align: left;\">此次合作并非英伟达首次在融资层面深度介入AI产业链。</p><p style=\"text-align: left;\">英伟达上月宣布扩大与韩国企业集团SK集团的合作，双方总业务规模将超过5000亿美元；</p><p style=\"text-align: left;\">此前亦有报道称，英伟达正就为OpenAI提供最高250亿美元的融资担保进行谈判，以协助其租用美国数据中心的算力资源；</p><p style=\"text-align: left;\">另有报道显示，英伟达还在讨论为OpenAI芯片采购计划融资3500亿美元。</p><p style=\"text-align: left;\">与此同时，英伟达上月还宣布对前OpenAI首席科学家Ilya Sutskever联合创办的AI初创公司Safe Superintelligence Inc.进行了"重大"投资。</p><p style=\"text-align: left;\"><strong>上述一系列举措表明，英伟达正将自身从芯片供应商逐步转型为AI基础设施生态的资本动员核心，通过深度参与融资安排强化其在产业链中的战略地位。</strong></p><h2 style=\"text-align: left;\">循环交易质疑与信用风险升温</h2><p style=\"text-align: left;\">英伟达积极推进的系列融资安排，也在市场上引发日益明显的担忧。</p><p style=\"text-align: left;\">部分投资者认为，英伟达与AI生态内各方签署的巨额协议具有循环交易性质，这些协议在推升行业需求预期的同时，也可能造成估值虚高。</p><p style=\"text-align: left;\">英伟达CDS价格的跳升，反映出市场对这家公司在巨额融资模式下潜在信用风险的关注度正在上升。</p><p style=\"text-align: left;\">分析人士指出，科技巨头举债或撬动外部资本大规模发展AI基础设施的模式，其长期可持续性仍是市场需要持续审视的核心议题。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41ce8cb7e1d859b307e84ac56581c5bc","relate_stocks":{"BK4141":"半导体产品","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM 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package），英伟达在其中扮演的是合作牵头方而非出资方的角色。报道目前尚未披露该融资计划的具体结构，包括英伟达是否将在相关基金中持有股份，以及持股比例为何。此外，该5000亿美元究竟代表全新承诺资金，还是已包含现有承诺在内，目前同样不明确。《金融时报》亦未详述融资将具体支持哪些项目或企业。英伟达的资本动员角色持续扩张此次合作并非英伟达首次在融资层面深度介入AI产业链。英伟达上月宣布扩大与韩国企业集团SK集团的合作，双方总业务规模将超过5000亿美元；此前亦有报道称，英伟达正就为OpenAI提供最高250亿美元的融资担保进行谈判，以协助其租用美国数据中心的算力资源；另有报道显示，英伟达还在讨论为OpenAI芯片采购计划融资3500亿美元。与此同时，英伟达上月还宣布对前OpenAI首席科学家Ilya Sutskever联合创办的AI初创公司Safe Superintelligence Inc.进行了\"重大\"投资。上述一系列举措表明，英伟达正将自身从芯片供应商逐步转型为AI基础设施生态的资本动员核心，通过深度参与融资安排强化其在产业链中的战略地位。循环交易质疑与信用风险升温英伟达积极推进的系列融资安排，也在市场上引发日益明显的担忧。部分投资者认为，英伟达与AI生态内各方签署的巨额协议具有循环交易性质，这些协议在推升行业需求预期的同时，也可能造成估值虚高。英伟达CDS价格的跳升，反映出市场对这家公司在巨额融资模式下潜在信用风险的关注度正在上升。分析人士指出，科技巨头举债或撬动外部资本大规模发展AI基础设施的模式，其长期可持续性仍是市场需要持续审视的核心议题。","news_type":1,"symbols_score_info":{"NVDO":0.6,"IXN":0.6,"NULC":0.6,"AIPI":0.6,"NVDX":0.6,"NVDQ":0.6,"AIFD":0.6,"TTEQ":0.6,"ESUM":0.6,"NVD2.UK":0.6,"ANV":0.6,"NVDL":0.6,"ABFL":0.6,"SNVD.UK":0.6,"NVDG":0.6,"XLK":0.6,"ILDR":0.6,"07788":0.6,"NVIW.SI":0.6,"USXF":0.6,"THMR":0.6,"NVDD":0.6,"3NVD.UK":0.6,"GAMR":0.6,"FTEC":0.6,"NVD3.UK":0.6,"FAI":0.6,"TEK":0.6,"SHOC":0.6,"SOXQ":0.6,"NVD":0.6,"IETC":0.6,"NVYY":0.6,"SMH":0.6,"CNEQ":0.6,"ROM":0.6,"METV":0.6,"WISE":0.6,"ARTY":0.6,"NVDW":0.6,"SOXX":0.6,"NVDB":0.6,"SNPE":0.6,"VGT":0.6,"EFIV":0.6,"SOXY":0.6,"TTXU":0.6,"LFGY":0.6,"CMAG":0.6,"ESLG":0.6,"TRFK":0.6,"NVII":0.6,"NVDS":0.6,"SPTE":0.6,"AGOX":0.6,"TYLG":0.6,"NVDA":2.1,"NVDS.UK":0.6,"CHPX":0.6,"NVDU":0.6,"JGRO":0.6,"USD":0.6,"VT":0.6,"2NVD.UK":0.6,"NVDY":0.6,"CHAT":0.6,"DIPS":0.6,"07388":0.6,"FDTX":0.6,"CLSE":0.6,"SMHX":0.6}},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":595393236783720,"gmtCreate":1786377803492,"gmtModify":1786377805393,"author":{"id":"4087883810201120","authorId":"4087883810201120","name":"囤票","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087883810201120","idStr":"4087883810201120"},"themes":[],"title":"","htmlText":"股价不愿意破300 ","listText":"股价不愿意破300 ","text":"股价不愿意破300","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/595393236783720","repostId":"2658939603","repostType":2,"repost":{"id":"2658939603","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":1786366747,"share":"https://www.laohunote.com/m/news/2658939603?lang=zh_CN&edition=full","pubTime":"2026-08-10 20:59","market":"sh","language":"zh","title":"iPhone前景隐忧引发华尔街看空情绪升温：六家机构发出苹果卖出信号，创2012年以来之最","url":"https://stock-news.laohu8.com/highlight/detail?id=2658939603","media":"华尔街见闻","summary":"华尔街对苹果悲观情绪集聚，Jefferies因供应链显示20周年全玻璃iPhone因良率问题取消、折叠屏定价过高或沦为小众，将苹果下调至“跑输大盘”。目前持有“卖出”评级的机构达6家，追平2012年最高纪录，分析师综合评分创2019年以来新低。苹果股价周一盘前已下跌1.%，较近期高点累计回落约8%。","content":"<html><head></head><body><p style=\"text-align: left;\">华尔街对<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司的悲观情绪正在加速集聚。</p><p style=\"text-align: left;\">Jefferies最新将苹果股票下调至"跑输大盘"评级，令当前持有卖出相当评级的机构数量升至六家，并列2012年以来最高纪录，折射出市场对iPhone成长前景的深层忧虑。</p><p style=\"text-align: left;\">Jefferies分析师Edison Lee在研究报告中指出，供应链调查显示苹果已取消20周年纪念全玻璃iPhone机型，原因是生产良率不佳。他认为，<strong>这一信号表明苹果通过引入新形态提升iPhone平均售价（ASP）的难度远超预期。</strong>Jefferies同步将苹果目标价从285.56美元下调至263.66美元，而该股上周五收盘价为313.33美元。</p><p style=\"text-align: left;\">苹果股价周一盘前已下跌1.23%，较近期高点累计回落约8%。此轮下跌的直接导火索，是苹果上季度财报给出的疲软销售指引——公司以零部件短缺为由，发出令市场失望的前景预测。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c6a5979a0d50d00625b6a24dec4fd5eb\" data-align=\"center\" tg-width=\"714\" tg-height=\"216\"/><span></span></p><h2 style=\"text-align: left;\">iPhone ASP提升路径受阻，折叠屏或沦为小众产品</h2><p style=\"text-align: left;\">Jefferies下调评级的核心逻辑，指向苹果长期以来依赖产品形态升级拉动ASP和毛利率的增长模式正遭遇瓶颈。</p><p style=\"text-align: left;\">Edison Lee在报告中写道，<strong>20周年纪念全玻璃iPhone因生产良率不达标而被取消，这表明新形态iPhone推动ASP上行"比预期更为困难"。</strong>在此背景下，预计将于下月发布的折叠屏iPhone"将成为未来数年提升ASP和利润率的唯一关键驱动力"。</p><p style=\"text-align: left;\">然而，Edison Lee对这一"唯一驱动力"同样持保留态度。他指出，内存芯片等核心零部件成本大幅攀升，将迫使折叠屏iPhone定价极高，"我们仍然认为，如此昂贵的手机将是一款小众产品"，难以承担起拉动整体业绩的重任。</p><h2 style=\"text-align: left;\">卖出阵营扩容，分析师共识评级跌至2019年来最低</h2><p style=\"text-align: left;\">Jefferies的评级下调，是近期华尔街做空苹果浪潮的最新一例。据彭博汇编数据，<strong>目前共有六家机构对苹果持有相当于"卖出"的评级，与2012年的历史最高水平持平。</strong>上月，KeyBanc Capital Markets已率先将苹果下调至"减持"，理由是对需求前景与估值水平均存在疑虑。</p><p style=\"text-align: left;\">从更宏观的分析师立场来看，苹果的综合推荐评分（买入、持有、卖出评级比例的综合指标）目前仅为3.88分（满分5分），为2019年以来最低水平。推荐买入的分析师比例已低于60%，这一数字与同类别科技巨头相比形成鲜明反差——<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>及<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>获得买入推荐的分析师比例均超过90%。</p><p style=\"text-align: left;\">股价层面，苹果上周五收盘报313.33美元，较近期高点下跌约8%，周一盘前进一步下滑1.3%。随着卖出评级阵营持续扩容、ASP增长逻辑受到质疑，苹果在机构投资者中的相对吸引力正面临系统性考验。</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>iPhone前景隐忧引发华尔街看空情绪升温：六家机构发出苹果卖出信号，创2012年以来之最</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{ 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}\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\">\niPhone前景隐忧引发华尔街看空情绪升温：六家机构发出苹果卖出信号，创2012年以来之最\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 20:59</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;\">华尔街对<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司的悲观情绪正在加速集聚。</p><p style=\"text-align: left;\">Jefferies最新将苹果股票下调至"跑输大盘"评级，令当前持有卖出相当评级的机构数量升至六家，并列2012年以来最高纪录，折射出市场对iPhone成长前景的深层忧虑。</p><p style=\"text-align: left;\">Jefferies分析师Edison Lee在研究报告中指出，供应链调查显示苹果已取消20周年纪念全玻璃iPhone机型，原因是生产良率不佳。他认为，<strong>这一信号表明苹果通过引入新形态提升iPhone平均售价（ASP）的难度远超预期。</strong>Jefferies同步将苹果目标价从285.56美元下调至263.66美元，而该股上周五收盘价为313.33美元。</p><p style=\"text-align: left;\">苹果股价周一盘前已下跌1.23%，较近期高点累计回落约8%。此轮下跌的直接导火索，是苹果上季度财报给出的疲软销售指引——公司以零部件短缺为由，发出令市场失望的前景预测。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c6a5979a0d50d00625b6a24dec4fd5eb\" data-align=\"center\" tg-width=\"714\" tg-height=\"216\"/><span></span></p><h2 style=\"text-align: left;\">iPhone ASP提升路径受阻，折叠屏或沦为小众产品</h2><p style=\"text-align: left;\">Jefferies下调评级的核心逻辑，指向苹果长期以来依赖产品形态升级拉动ASP和毛利率的增长模式正遭遇瓶颈。</p><p style=\"text-align: left;\">Edison Lee在报告中写道，<strong>20周年纪念全玻璃iPhone因生产良率不达标而被取消，这表明新形态iPhone推动ASP上行"比预期更为困难"。</strong>在此背景下，预计将于下月发布的折叠屏iPhone"将成为未来数年提升ASP和利润率的唯一关键驱动力"。</p><p style=\"text-align: left;\">然而，Edison Lee对这一"唯一驱动力"同样持保留态度。他指出，内存芯片等核心零部件成本大幅攀升，将迫使折叠屏iPhone定价极高，"我们仍然认为，如此昂贵的手机将是一款小众产品"，难以承担起拉动整体业绩的重任。</p><h2 style=\"text-align: left;\">卖出阵营扩容，分析师共识评级跌至2019年来最低</h2><p style=\"text-align: left;\">Jefferies的评级下调，是近期华尔街做空苹果浪潮的最新一例。据彭博汇编数据，<strong>目前共有六家机构对苹果持有相当于"卖出"的评级，与2012年的历史最高水平持平。</strong>上月，KeyBanc Capital Markets已率先将苹果下调至"减持"，理由是对需求前景与估值水平均存在疑虑。</p><p style=\"text-align: left;\">从更宏观的分析师立场来看，苹果的综合推荐评分（买入、持有、卖出评级比例的综合指标）目前仅为3.88分（满分5分），为2019年以来最低水平。推荐买入的分析师比例已低于60%，这一数字与同类别科技巨头相比形成鲜明反差——<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>及<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>获得买入推荐的分析师比例均超过90%。</p><p style=\"text-align: left;\">股价层面，苹果上周五收盘报313.33美元，较近期高点下跌约8%，周一盘前进一步下滑1.3%。随着卖出评级阵营持续扩容、ASP增长逻辑受到质疑，苹果在机构投资者中的相对吸引力正面临系统性考验。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/13f224bb016b853641f590b6753763d1","relate_stocks":{"SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW 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(A)"},"source_url":"https://wallstreetcn.com/articles/3779096","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2658939603","content_text":"华尔街对苹果公司的悲观情绪正在加速集聚。Jefferies最新将苹果股票下调至\"跑输大盘\"评级，令当前持有卖出相当评级的机构数量升至六家，并列2012年以来最高纪录，折射出市场对iPhone成长前景的深层忧虑。Jefferies分析师Edison Lee在研究报告中指出，供应链调查显示苹果已取消20周年纪念全玻璃iPhone机型，原因是生产良率不佳。他认为，这一信号表明苹果通过引入新形态提升iPhone平均售价（ASP）的难度远超预期。Jefferies同步将苹果目标价从285.56美元下调至263.66美元，而该股上周五收盘价为313.33美元。苹果股价周一盘前已下跌1.23%，较近期高点累计回落约8%。此轮下跌的直接导火索，是苹果上季度财报给出的疲软销售指引——公司以零部件短缺为由，发出令市场失望的前景预测。iPhone ASP提升路径受阻，折叠屏或沦为小众产品Jefferies下调评级的核心逻辑，指向苹果长期以来依赖产品形态升级拉动ASP和毛利率的增长模式正遭遇瓶颈。Edison Lee在报告中写道，20周年纪念全玻璃iPhone因生产良率不达标而被取消，这表明新形态iPhone推动ASP上行\"比预期更为困难\"。在此背景下，预计将于下月发布的折叠屏iPhone\"将成为未来数年提升ASP和利润率的唯一关键驱动力\"。然而，Edison Lee对这一\"唯一驱动力\"同样持保留态度。他指出，内存芯片等核心零部件成本大幅攀升，将迫使折叠屏iPhone定价极高，\"我们仍然认为，如此昂贵的手机将是一款小众产品\"，难以承担起拉动整体业绩的重任。卖出阵营扩容，分析师共识评级跌至2019年来最低Jefferies的评级下调，是近期华尔街做空苹果浪潮的最新一例。据彭博汇编数据，目前共有六家机构对苹果持有相当于\"卖出\"的评级，与2012年的历史最高水平持平。上月，KeyBanc Capital 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