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CocoHong
CocoHong
·
07-24
一天到晚说人家拉低成本……你自己不努力怪谁
新加坡主权基金GIC：中国AI将拉低全球AI成本，加速企业普及
新加坡主权基金GIC首席投资官Bryan Yeo表示，DeepSeek、Kimi等中国AI模型的崛起将大幅降低AI应用成本，推动使用场景指数级增长。GIC已将AI列为核心投资方向，同时对中国AI企业前景持积极态度。
新加坡主权基金GIC：中国AI将拉低全球AI成本，加速企业普及
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CocoHong
CocoHong
·
07-22
这股公司经营方向和业绩没有任何问题……就是和中国渊源比较深[得意] [得意] [得意] ……应该就是单纯被做空加上很多机构怕惹火上身
超微电脑盘后涨近20%，26财年Q4毛利率预期大幅上修，单季订单超600亿美元
美东时间周二，超微电脑盘后大幅拉升。2026财年第四财季毛利率预计将达到15%至17%，明显高于此前8.2%至8.4%的预期区间。受毛利率大幅改善带动，股价盘后涨近20%。
超微电脑盘后涨近20%，26财年Q4毛利率预期大幅上修，单季订单超600亿美元
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CocoHong
CocoHong
·
05-08
$UiPath(PATH)$
今天又是怎么了？
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1
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CocoHong
CocoHong
·
05-07
$辉瑞(PFE)$
瑞士确认汉塔病毒……到你上场了，别休息了
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CocoHong
CocoHong
·
04-28
$小米集团ADR(XIACY)$
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CocoHong
CocoHong
·
04-03
$阿里巴巴-W(09988)$
港股是继a股后又一个没有任何投资价值的市场……难怪巴菲特宁愿去日本都不来香港
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CocoHong
CocoHong
·
03-20
$腾讯控股(00700)$
又要跌去300多了……造孽
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CocoHong
CocoHong
·
2025-10-24
$日元/人民币(JPYCNY.FOREX)$
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CocoHong
CocoHong
·
2025-08-26
$Canopy Growth Corporation(CGC)$
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CocoHong
CocoHong
·
2025-08-01
$平安好医生(01833)$
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12:03","market":"hk","language":"zh","title":"新加坡主权基金GIC：中国AI将拉低全球AI成本，加速企业普及","url":"https://stock-news.laohu8.com/highlight/detail?id=2653110703","media":"华尔街见闻","summary":"新加坡主权基金GIC首席投资官Bryan Yeo表示，DeepSeek、Kimi等中国AI模型的崛起将大幅降低AI应用成本，推动使用场景指数级增长。GIC已将AI列为核心投资方向，同时对中国AI企业前景持积极态度。","content":"<html><head></head><body><p>新加坡主权基金GIC表示，中国AI模型的崛起将显著降低AI技术在全球的应用成本。</p>\n<p>7月23日，新加坡主权基金GIC首席投资官Bryan Yeo在接受《金融时报》采访时表示，<strong>DeepSeek、Kimi等中国大型语言模型的涌现，将推动成本下降，进而加速AI在更多企业和行业的广泛应用。</strong></p>\n<p>Bryan Yeo将这一趋势定性为对全球AI生态的积极贡献。他强调：</p>\n<blockquote>\n<p><strong>使用场景只会呈指数级增长。</strong></p>\n</blockquote>\n<p>OpenAI与Anthropic今年均已获得接近1万亿美元的估值，其逻辑建立在持续开发顶尖闭源模型的能力之上。分析认为，倘若低成本中国开源模型大规模普及，上述高估值的合理性将面临质疑。</p>\n<div>\n<h2>GIC押注Anthropic，同时看多中国AI</h2>\n</div>\n<p>GIC已将AI置于投资战略的核心位置，过去数年间向该领域投入数十亿美元。</p>\n<p><strong>今年2月，GIC领投了Anthropic高达300亿美元的融资轮，若这家Claude背后的公司按计划于今年完成上市，GIC有望获得丰厚回报。</strong></p>\n<p>然而，Bryan Yeo在被追问中国开源模型是否会对Anthropic、OpenAI等美国封闭式前沿模型构成威胁时，刻意回避了直接表态。</p>\n<p>与此同时，GIC表示对中国AI企业的成长前景持积极看法，但在投资初创公司方面保持谨慎。</p>\n<p>Bryan Yeo指出，<strong>GIC需要"更严格地审视这些初创企业在研发投入和模型迭代方面的实际能力"。</strong></p>\n<div>\n<h2>年度回报触及近年低点，GIC调整业绩考核框架</h2>\n</div>\n<p>GIC周五发布截至今年3月底的最新年度报告。</p>\n<p>报告显示，过去二十年经通胀调整后的年化回报率为3.4%，为2020年以来最低水平。<strong>GIC不披露单年度回报，亦不公开投资组合总规模，但普遍被认为是全球最大主权投资机构之一。</strong></p>\n<p><strong>在业绩考核框架方面，GIC今年调整了报告方法论。</strong></p>\n<p>此前，GIC以基于新加坡政府风险偏好构建的参考组合作为对照，但同时声明该参考组合不应作为评估其回报的基准。</p>\n<p><strong>自明年起，GIC将改为发布基于政府风险偏好与长期回报预期构建的新战略组合业绩，并以此作为正式业绩基准。</strong></p>\n<p><strong>从资产配置动向来看，GIC正在持续加大对美洲市场的投资。</strong>自2024年以来，GIC对美洲的配置比例已从44%升至53%，而亚太地区的配置则从28%降至22%。</p>\n<p><strong>此外，GIC表示计划在未来三年向对冲基金部署300亿美元。</strong>过去十年间，GIC对对冲基金的投资规模已增至原来的三倍，但目前并未披露具体敞口水平。</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>新加坡主权基金GIC：中国AI将拉低全球AI成本，加速企业普及</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; 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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新加坡主权基金GIC：中国AI将拉低全球AI成本，加速企业普及\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\">2026-07-24 12:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>新加坡主权基金GIC表示，中国AI模型的崛起将显著降低AI技术在全球的应用成本。</p>\n<p>7月23日，新加坡主权基金GIC首席投资官Bryan Yeo在接受《金融时报》采访时表示，<strong>DeepSeek、Kimi等中国大型语言模型的涌现，将推动成本下降，进而加速AI在更多企业和行业的广泛应用。</strong></p>\n<p>Bryan Yeo将这一趋势定性为对全球AI生态的积极贡献。他强调：</p>\n<blockquote>\n<p><strong>使用场景只会呈指数级增长。</strong></p>\n</blockquote>\n<p>OpenAI与Anthropic今年均已获得接近1万亿美元的估值，其逻辑建立在持续开发顶尖闭源模型的能力之上。分析认为，倘若低成本中国开源模型大规模普及，上述高估值的合理性将面临质疑。</p>\n<div>\n<h2>GIC押注Anthropic，同时看多中国AI</h2>\n</div>\n<p>GIC已将AI置于投资战略的核心位置，过去数年间向该领域投入数十亿美元。</p>\n<p><strong>今年2月，GIC领投了Anthropic高达300亿美元的融资轮，若这家Claude背后的公司按计划于今年完成上市，GIC有望获得丰厚回报。</strong></p>\n<p>然而，Bryan Yeo在被追问中国开源模型是否会对Anthropic、OpenAI等美国封闭式前沿模型构成威胁时，刻意回避了直接表态。</p>\n<p>与此同时，GIC表示对中国AI企业的成长前景持积极看法，但在投资初创公司方面保持谨慎。</p>\n<p>Bryan Yeo指出，<strong>GIC需要"更严格地审视这些初创企业在研发投入和模型迭代方面的实际能力"。</strong></p>\n<div>\n<h2>年度回报触及近年低点，GIC调整业绩考核框架</h2>\n</div>\n<p>GIC周五发布截至今年3月底的最新年度报告。</p>\n<p>报告显示，过去二十年经通胀调整后的年化回报率为3.4%，为2020年以来最低水平。<strong>GIC不披露单年度回报，亦不公开投资组合总规模，但普遍被认为是全球最大主权投资机构之一。</strong></p>\n<p><strong>在业绩考核框架方面，GIC今年调整了报告方法论。</strong></p>\n<p>此前，GIC以基于新加坡政府风险偏好构建的参考组合作为对照，但同时声明该参考组合不应作为评估其回报的基准。</p>\n<p><strong>自明年起，GIC将改为发布基于政府风险偏好与长期回报预期构建的新战略组合业绩，并以此作为正式业绩基准。</strong></p>\n<p><strong>从资产配置动向来看，GIC正在持续加大对美洲市场的投资。</strong>自2024年以来，GIC对美洲的配置比例已从44%升至53%，而亚太地区的配置则从28%降至22%。</p>\n<p><strong>此外，GIC表示计划在未来三年向对冲基金部署300亿美元。</strong>过去十年间，GIC对对冲基金的投资规模已增至原来的三倍，但目前并未披露具体敞口水平。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fcbeb52d1a69f092a67bc70ea779e76c","relate_stocks":{"02513":"智谱","01860":"汇量科技","STX":"希捷科技","MIC":"2倍做多MU 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Yeo在接受《金融时报》采访时表示，DeepSeek、Kimi等中国大型语言模型的涌现，将推动成本下降，进而加速AI在更多企业和行业的广泛应用。\nBryan Yeo将这一趋势定性为对全球AI生态的积极贡献。他强调：\n\n使用场景只会呈指数级增长。\n\nOpenAI与Anthropic今年均已获得接近1万亿美元的估值，其逻辑建立在持续开发顶尖闭源模型的能力之上。分析认为，倘若低成本中国开源模型大规模普及，上述高估值的合理性将面临质疑。\n\nGIC押注Anthropic，同时看多中国AI\n\nGIC已将AI置于投资战略的核心位置，过去数年间向该领域投入数十亿美元。\n今年2月，GIC领投了Anthropic高达300亿美元的融资轮，若这家Claude背后的公司按计划于今年完成上市，GIC有望获得丰厚回报。\n然而，Bryan Yeo在被追问中国开源模型是否会对Anthropic、OpenAI等美国封闭式前沿模型构成威胁时，刻意回避了直接表态。\n与此同时，GIC表示对中国AI企业的成长前景持积极看法，但在投资初创公司方面保持谨慎。\nBryan Yeo指出，GIC需要\"更严格地审视这些初创企业在研发投入和模型迭代方面的实际能力\"。\n\n年度回报触及近年低点，GIC调整业绩考核框架\n\nGIC周五发布截至今年3月底的最新年度报告。\n报告显示，过去二十年经通胀调整后的年化回报率为3.4%，为2020年以来最低水平。GIC不披露单年度回报，亦不公开投资组合总规模，但普遍被认为是全球最大主权投资机构之一。\n在业绩考核框架方面，GIC今年调整了报告方法论。\n此前，GIC以基于新加坡政府风险偏好构建的参考组合作为对照，但同时声明该参考组合不应作为评估其回报的基准。\n自明年起，GIC将改为发布基于政府风险偏好与长期回报预期构建的新战略组合业绩，并以此作为正式业绩基准。\n从资产配置动向来看，GIC正在持续加大对美洲市场的投资。自2024年以来，GIC对美洲的配置比例已从44%升至53%，而亚太地区的配置则从28%降至22%。\n此外，GIC表示计划在未来三年向对冲基金部署300亿美元。过去十年间，GIC对对冲基金的投资规模已增至原来的三倍，但目前并未披露具体敞口水平。","news_type":1,"symbols_score_info":{"MU":2,"STX":2,"SNDK":2,"SNDQ":0.6,"WDCX":0.6,"MUU":0.6,"SNDC":0.6,"MUYY":0.6,"00100":2,"02513":2,"01384":2,"MIC":0.6,"WDC":2,"03317":2,"07747":2,"SMSD.UK":2,"09347":2,"SNDU":0.6,"07709":2,"06651":2,"02556":2,"06682":2,"00068":2,"03896":2,"MULL":0.6,"SNDG":0.6,"02706":2,"MUZ":0.6,"SSNLF":2,"01860":2,"SNXX":0.6,"00020":2,"MUD":0.6}},"isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4228385961123602","authorId":"4228385961123602","name":"HAKUBUN","avatar":"https://static.tigerbbs.com/97e39f638d455bd5828c866ff7fee9d7","crmLevel":1,"crmLevelSwitch":0,"idStr":"4228385961123602","authorIdStr":"4228385961123602"},"content":"抄人家作业，成本肯定低啦","text":"抄人家作业，成本肯定低啦","html":"抄人家作业，成本肯定低啦"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":588387604861056,"gmtCreate":1784680851888,"gmtModify":1784680854086,"author":{"id":"4109653034430630","authorId":"4109653034430630","name":"CocoHong","avatar":"https://static.tigerbbs.com/5d2656a77bd9a7861e16b1a10a40ef76","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109653034430630","authorIdStr":"4109653034430630"},"themes":[],"title":"","htmlText":"这股公司经营方向和业绩没有任何问题……就是和中国渊源比较深[得意] [得意] [得意] ……应该就是单纯被做空加上很多机构怕惹火上身","listText":"这股公司经营方向和业绩没有任何问题……就是和中国渊源比较深[得意] [得意] [得意] ……应该就是单纯被做空加上很多机构怕惹火上身","text":"这股公司经营方向和业绩没有任何问题……就是和中国渊源比较深[得意] [得意] [得意] ……应该就是单纯被做空加上很多机构怕惹火上身","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/588387604861056","repostId":"1181435851","repostType":2,"repost":{"id":"1181435851","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":1784676529,"share":"https://www.laohu8.com/m/news/1181435851?lang=zh_CN&edition=full","pubTime":"2026-07-22 07:28","market":"us","language":"zh","title":"超微电脑盘后涨近20%，26财年Q4毛利率预期大幅上修，单季订单超600亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1181435851","media":"老虎资讯综合","summary":"美东时间周二，超微电脑盘后大幅拉升。2026财年第四财季毛利率预计将达到15%至17%，明显高于此前8.2%至8.4%的预期区间。受毛利率大幅改善带动，股价盘后涨近20%。","content":"<html><head></head><body><p style=\"text-align: left;\">美东时间周二，<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>盘后大幅拉升。2026财年第四财季毛利率预计将达到15%至17%，明显高于此前8.2%至8.4%的预期区间。受毛利率大幅改善带动，股价盘后涨近20%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/00dfb3b02e3a38bb9fe0e2ca9f6488b3\" data-align=\"center\" tg-width=\"710\" tg-height=\"216\"/><span></span></p><p style=\"text-align: left;\">超微电脑表示，毛利率好于此前预期，主要受客户结构和产品组合改善推动。此前市场一直担心公司在AI服务器竞争中为了抢订单牺牲利润率，毛利率一度成为压制估值的关键问题。此次毛利率指引接近此前预期的两倍，直接缓解了部分投资者对“只增收不增利”的担忧。</p><p style=\"text-align: left;\">收入端则没有同样强劲。公司预计第四财季收入将落在此前110亿至125亿美元指引区间的低端，接近市场预期的116亿至117亿美元附近。也就是说，超微电脑这次释放的信号更偏向“利润率修复”，而不是收入超预期爆发。</p><p style=\"text-align: left;\">订单数据仍然亮眼。公司称第四财季获得超过600亿美元订单，并以创纪录积压订单进入新财年。此前6月，超微电脑曾披露将通过股权相关融资筹集70亿美元，用于支持来自20多家客户、总额约390亿美元的AI服务器订单。AI数据中心建设需求仍是公司订单增长的主要来源。</p><p style=\"text-align: left;\">对超微电脑来说，这份初步数据的重要性在于，它暂时扭转了市场对公司盈利质量的疑问。过去一段时间，股价承压主要来自两点：一是AI服务器业务规模扩张能否真正转化为利润；二是70亿美元融资计划带来的摊薄担忧。如今毛利率大幅上修，说明部分高价值客户和高利润产品开始体现到财务表现中。</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>超微电脑盘后涨近20%，26财年Q4毛利率预期大幅上修，单季订单超600亿美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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; 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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超微电脑盘后涨近20%，26财年Q4毛利率预期大幅上修，单季订单超600亿美元\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\">2026-07-22 07:28</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;\">美东时间周二，<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>盘后大幅拉升。2026财年第四财季毛利率预计将达到15%至17%，明显高于此前8.2%至8.4%的预期区间。受毛利率大幅改善带动，股价盘后涨近20%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/00dfb3b02e3a38bb9fe0e2ca9f6488b3\" data-align=\"center\" tg-width=\"710\" tg-height=\"216\"/><span></span></p><p style=\"text-align: left;\">超微电脑表示，毛利率好于此前预期，主要受客户结构和产品组合改善推动。此前市场一直担心公司在AI服务器竞争中为了抢订单牺牲利润率，毛利率一度成为压制估值的关键问题。此次毛利率指引接近此前预期的两倍，直接缓解了部分投资者对“只增收不增利”的担忧。</p><p style=\"text-align: left;\">收入端则没有同样强劲。公司预计第四财季收入将落在此前110亿至125亿美元指引区间的低端，接近市场预期的116亿至117亿美元附近。也就是说，超微电脑这次释放的信号更偏向“利润率修复”，而不是收入超预期爆发。</p><p style=\"text-align: left;\">订单数据仍然亮眼。公司称第四财季获得超过600亿美元订单，并以创纪录积压订单进入新财年。此前6月，超微电脑曾披露将通过股权相关融资筹集70亿美元，用于支持来自20多家客户、总额约390亿美元的AI服务器订单。AI数据中心建设需求仍是公司订单增长的主要来源。</p><p style=\"text-align: left;\">对超微电脑来说，这份初步数据的重要性在于，它暂时扭转了市场对公司盈利质量的疑问。过去一段时间，股价承压主要来自两点：一是AI服务器业务规模扩张能否真正转化为利润；二是70亿美元融资计划带来的摊薄担忧。如今毛利率大幅上修，说明部分高价值客户和高利润产品开始体现到财务表现中。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/7a5a4a3e48357d6bc3762fe47b5f9c49","relate_stocks":{"SMCY":"SMCI期权收益策略ETF-YieldMax","SMYY":"GraniteShares YieldBOOST SMCI ETF","SMCL":"2倍做多SMCI ETF-Graniteshares","SMCI":"超微电脑","SMCZ":"2倍做空SMCI ETF-Defiance","SMCC":"2倍做多SMCI ETF-Corgi","SMCX":"2倍做多SMCI 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