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Monkey D luffy
IP属地：中国香港
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Monkey D luffy
Monkey D luffy
·
09-18 02:15
为什么开始猛砸了
美联储宣布降息25个基点！预测2025年或再降息50个基点
美联储宣布下调联邦基金利率25个基点到4.00%至4.25%之间
美联储宣布降息25个基点！预测2025年或再降息50个基点
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Monkey D luffy
Monkey D luffy
·
09-11
$Palantir Technologies Inc.(PLTR)$
你怎么又跌啊
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Monkey D luffy
Monkey D luffy
·
09-10
我就是在老虎看到一个啥杯分析师说甲骨文依靠OpenAI增长有限，昨天就没买入
“核爆级”表现引爆股价！甲骨文财报点燃华尔街AI憧憬
埃里森财富跃升挑战马斯克。
“核爆级”表现引爆股价！甲骨文财报点燃华尔街AI憧憬
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Monkey D luffy
Monkey D luffy
·
09-05
老子服了，都亏了半个月了
开盘 | 三大指数高开，明星科技股多数上涨，博通涨超15%，热门中概股走高
三大指数高开，道指涨0.1%，标普500指数涨0.4%，纳指涨0.7%。明星科技股多数上涨，博通涨超16%，甲骨文涨超3%，美光、特斯拉、台积电涨超2%；热门中概股走高，金山云涨超3%，美团、阿里、腾讯涨2%。
开盘 | 三大指数高开，明星科技股多数上涨，博通涨超15%，热门中概股走高
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Monkey D luffy
Monkey D luffy
·
09-05
$Palantir Technologies Inc.(PLTR)$
怎么天天高开低走？
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Monkey D luffy
Monkey D luffy
·
08-28
明天会大涨吗
国泰君安国际正式在香港推出加密货币交易服务
可交易包括比特币、以太币等不同的加密货币。
国泰君安国际正式在香港推出加密货币交易服务
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Monkey D luffy
Monkey D luffy
·
08-21
跌的时候跌 30%，涨了 2%，就是异动了
盘前异动｜Palantir涨超2%，Oklo涨3%；科蒂绩后跌超20%，Brazil Potash涨超36%
8月21日，美股三大股指期货涨跌不一，截止发稿，道指期货跌0.13%，纳指期货涨0.06%，标普500指数期货跌0.02%。部分美股AI应用软件股盘前走强，$SoundHound AI(SOUN)$涨超4%，$Palantir(PLTR)$涨超2%；部分核电概念股盘前上涨， $Oklo(OKLO)$ Inc、$NuScale Power(SMR)$、$NANO Nuclear Energy Inc(NNE)$均涨超3%；加拿大钾肥巨头$Brazil Potash(GRO)$盘前涨超36%，公司签下长达10年的钾肥销售大单;美容股$科蒂(COTY)$盘前跌超20%，第四财季收入下降。
盘前异动｜Palantir涨超2%，Oklo涨3%；科蒂绩后跌超20%，Brazil Potash涨超36%
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Monkey D luffy
Monkey D luffy
·
08-20
老子跌惨了
美股投机热度风向标：AI热门Palantir重挫9%，五连跌、累跌15%
Palantir股价周二下跌逾9%，连续第五个交易日走低，5日累计回调逾15%。此前，该公司刚公布首个季度营收突破10亿美元的财报，股价一度创下新高。尽管2025年迄今涨幅仍超100%，分析指出市盈率已高达245倍，估值压力引发投资者回调情绪。
美股投机热度风向标：AI热门Palantir重挫9%，五连跌、累跌15%
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Monkey D luffy
Monkey D luffy
·
08-20
老子亏麻了
美股周二午后，Palantir下跌8.9%，成为跌幅最大的标普500指数成份股。
美股周二午后，Palantir下跌8.9%，成为跌幅最大的标普500指数成份股。
美股周二午后，Palantir下跌8.9%，成为跌幅最大的标普500指数成份股。
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Monkey D luffy
Monkey D luffy
·
08-14
把老子套住了
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投下不同意见票，他支持降息50个基点，而不是25个基点的普遍共识。</p><p>FOMC声明中指出，今年上半年经济增长有所放缓，通胀有所上升，仍处于“略高”水平，维持当前资产负债表缩减步伐。美联储关注双重使命的双方。</p><p>市场反应迅速：美股指数普遍拉升，道琼斯指数上涨约1%，标普500和纳斯达克亦在盘中高点显著回升；金价上涨，再次突破每盎司3700美元。</p><h2 id=\"id_607711235\" style=\"text-align: left;\">利率决议全文</h2><p style=\"text-align: justify;\">最新指标显示，今年上半年经济活动的增长有所放缓。就业增速减慢，失业率略有上升，但仍处于低位。通胀有所回升并依然偏高。</p><p style=\"text-align: justify;\">委员会的目标是实现最大就业和长期2%的通胀。关于经济前景的不确定性依然高企，委员会关注其双重使命面临的风险，并认为就业方面的下行风险有所上升。</p><p style=\"text-align: justify;\">为支持既定目标，并鉴于风险平衡的变化，委员会决定将联邦基金利率目标区间下调25个基点至4%-4.25%。在考虑是否进一步调整联邦基金利率目标区间时，委员会将仔细评估最新数据、前景变化以及风险平衡。委员会将继续缩减其持有的美国国债、机构债务和机构抵押贷款支持证券。委员会坚定致力于支持最大就业并将通胀恢复至2%的目标。</p><p style=\"text-align: justify;\">在评估适当的货币政策立场时，委员会将继续监测最新信息对经济前景的影响。如果出现可能阻碍委员会目标实现的风险，委员会准备适时调整货币政策立场。委员会的评估将综合考虑广泛的信息，包括劳动力市场状况、通胀压力与通胀预期，以及金融和国际动态。</p><p style=\"text-align: justify;\">投票支持本次货币政策行动的有主席杰罗姆·H·鲍威尔（Jerome H. Powell）、副主席约翰·C·威廉姆斯（John C. Williams）、迈克尔·S·巴尔（Michael S. Barr）、米歇尔·W·鲍曼（Michelle W. Bowman）、苏珊·M·柯林斯（Susan M. Collins）、丽莎·D·库克（Lisa D. Cook）、奥斯坦·D·古尔斯比（Austan D. Goolsbee）、菲利普·N·杰斐逊（Philip N. Jefferson）、阿尔贝托·G·穆萨勒姆（Alberto G. Musalem）、杰弗里·R·施密德（Jeffrey R. Schmid）和克里斯托弗·J·沃勒（Christopher J. Waller）。<strong>投票反对的为斯蒂芬·I·米兰（Stephen I. Miran），他倾向于在本次会议上将联邦基金利率目标区间下调50个基点。</strong></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>美联储宣布降息25个基点！预测2025年或再降息50个基点</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美联储宣布降息25个基点！预测2025年或再降息50个基点\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\">2025-09-18 02:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>美联储时隔9个月以25个基点重启降息，点阵图显示今年还将降息两次。新理事米兰投下反对票，他支持降息50个基点。</p></blockquote><p>9月18日，美国联邦储备委员会（FOMC）于当地时间17日宣布，将联邦基金利率目标区间下调25个基点至4.00%–4.25%，兑现市场预期。这是美联储自2024年12月以来，时隔约九个月再度降息。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3647e5864a83e74b43f418dd1c00db4b\" tg-width=\"1406\" tg-height=\"1544\"/></p><p>最新的“点阵图”显示，美联储官员中位数预计2025年还将再降息50个基点。19位投票官员中，有9人预计将降息两次，2人预计降息一次，6人认为不会再进一步降息。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e19961df419f3f56572d5e78fd5c8512\" title=\"\" tg-width=\"766\" tg-height=\"638\"/></p><p>内部投票中，新任理事 Stephen Miran 投下不同意见票，他支持降息50个基点，而不是25个基点的普遍共识。</p><p>FOMC声明中指出，今年上半年经济增长有所放缓，通胀有所上升，仍处于“略高”水平，维持当前资产负债表缩减步伐。美联储关注双重使命的双方。</p><p>市场反应迅速：美股指数普遍拉升，道琼斯指数上涨约1%，标普500和纳斯达克亦在盘中高点显著回升；金价上涨，再次突破每盎司3700美元。</p><h2 id=\"id_607711235\" style=\"text-align: left;\">利率决议全文</h2><p style=\"text-align: justify;\">最新指标显示，今年上半年经济活动的增长有所放缓。就业增速减慢，失业率略有上升，但仍处于低位。通胀有所回升并依然偏高。</p><p style=\"text-align: justify;\">委员会的目标是实现最大就业和长期2%的通胀。关于经济前景的不确定性依然高企，委员会关注其双重使命面临的风险，并认为就业方面的下行风险有所上升。</p><p style=\"text-align: justify;\">为支持既定目标，并鉴于风险平衡的变化，委员会决定将联邦基金利率目标区间下调25个基点至4%-4.25%。在考虑是否进一步调整联邦基金利率目标区间时，委员会将仔细评估最新数据、前景变化以及风险平衡。委员会将继续缩减其持有的美国国债、机构债务和机构抵押贷款支持证券。委员会坚定致力于支持最大就业并将通胀恢复至2%的目标。</p><p style=\"text-align: justify;\">在评估适当的货币政策立场时，委员会将继续监测最新信息对经济前景的影响。如果出现可能阻碍委员会目标实现的风险，委员会准备适时调整货币政策立场。委员会的评估将综合考虑广泛的信息，包括劳动力市场状况、通胀压力与通胀预期，以及金融和国际动态。</p><p style=\"text-align: justify;\">投票支持本次货币政策行动的有主席杰罗姆·H·鲍威尔（Jerome H. Powell）、副主席约翰·C·威廉姆斯（John C. Williams）、迈克尔·S·巴尔（Michael S. Barr）、米歇尔·W·鲍曼（Michelle W. Bowman）、苏珊·M·柯林斯（Susan M. Collins）、丽莎·D·库克（Lisa D. Cook）、奥斯坦·D·古尔斯比（Austan D. Goolsbee）、菲利普·N·杰斐逊（Philip N. Jefferson）、阿尔贝托·G·穆萨勒姆（Alberto G. Musalem）、杰弗里·R·施密德（Jeffrey R. Schmid）和克里斯托弗·J·沃勒（Christopher J. Waller）。<strong>投票反对的为斯蒂芬·I·米兰（Stephen I. Miran），他倾向于在本次会议上将联邦基金利率目标区间下调50个基点。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{"QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite","SPY":"标普500ETF","TQQQ":"纳指三倍做多ETF",".SPX":"S&P 500 Index","SQQQ":"纳指三倍做空ETF",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156551145","content_text":"美联储时隔9个月以25个基点重启降息，点阵图显示今年还将降息两次。新理事米兰投下反对票，他支持降息50个基点。9月18日，美国联邦储备委员会（FOMC）于当地时间17日宣布，将联邦基金利率目标区间下调25个基点至4.00%–4.25%，兑现市场预期。这是美联储自2024年12月以来，时隔约九个月再度降息。最新的“点阵图”显示，美联储官员中位数预计2025年还将再降息50个基点。19位投票官员中，有9人预计将降息两次，2人预计降息一次，6人认为不会再进一步降息。内部投票中，新任理事 Stephen Miran 投下不同意见票，他支持降息50个基点，而不是25个基点的普遍共识。FOMC声明中指出，今年上半年经济增长有所放缓，通胀有所上升，仍处于“略高”水平，维持当前资产负债表缩减步伐。美联储关注双重使命的双方。市场反应迅速：美股指数普遍拉升，道琼斯指数上涨约1%，标普500和纳斯达克亦在盘中高点显著回升；金价上涨，再次突破每盎司3700美元。利率决议全文最新指标显示，今年上半年经济活动的增长有所放缓。就业增速减慢，失业率略有上升，但仍处于低位。通胀有所回升并依然偏高。委员会的目标是实现最大就业和长期2%的通胀。关于经济前景的不确定性依然高企，委员会关注其双重使命面临的风险，并认为就业方面的下行风险有所上升。为支持既定目标，并鉴于风险平衡的变化，委员会决定将联邦基金利率目标区间下调25个基点至4%-4.25%。在考虑是否进一步调整联邦基金利率目标区间时，委员会将仔细评估最新数据、前景变化以及风险平衡。委员会将继续缩减其持有的美国国债、机构债务和机构抵押贷款支持证券。委员会坚定致力于支持最大就业并将通胀恢复至2%的目标。在评估适当的货币政策立场时，委员会将继续监测最新信息对经济前景的影响。如果出现可能阻碍委员会目标实现的风险，委员会准备适时调整货币政策立场。委员会的评估将综合考虑广泛的信息，包括劳动力市场状况、通胀压力与通胀预期，以及金融和国际动态。投票支持本次货币政策行动的有主席杰罗姆·H·鲍威尔（Jerome H. Powell）、副主席约翰·C·威廉姆斯（John C. Williams）、迈克尔·S·巴尔（Michael S. Barr）、米歇尔·W·鲍曼（Michelle W. Bowman）、苏珊·M·柯林斯（Susan M. Collins）、丽莎·D·库克（Lisa D. Cook）、奥斯坦·D·古尔斯比（Austan D. Goolsbee）、菲利普·N·杰斐逊（Philip N. Jefferson）、阿尔贝托·G·穆萨勒姆（Alberto G. Musalem）、杰弗里·R·施密德（Jeffrey R. Schmid）和克里斯托弗·J·沃勒（Christopher J. Waller）。投票反对的为斯蒂芬·I·米兰（Stephen I. Miran），他倾向于在本次会议上将联邦基金利率目标区间下调50个基点。","news_type":1,"symbols_score_info":{".DJI":1,".IXIC":1,".SPX":1,"ESmain":1,"NQmain":1,"QQQ":1,"SPY":1,"SQQQ":1,"TQQQ":1,"YMmain":1}},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477556588376848,"gmtCreate":1757600723981,"gmtModify":1757600725210,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D luffy","avatar":"https://static.tigerbbs.com/031a1e6e44c82b59d1b23f1834926953","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121237239794890","authorIdStr":"4121237239794890"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 你怎么又跌啊","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 你怎么又跌啊","text":"$Palantir Technologies Inc.(PLTR)$ 你怎么又跌啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/477556588376848","isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"content":"cpi的问题，还得拉上去","text":"cpi的问题，还得拉上去","html":"cpi的问题，还得拉上去"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477152951115912,"gmtCreate":1757514452634,"gmtModify":1757514454545,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D luffy","avatar":"https://static.tigerbbs.com/031a1e6e44c82b59d1b23f1834926953","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121237239794890","authorIdStr":"4121237239794890"},"themes":[],"htmlText":"我就是在老虎看到一个啥杯分析师说甲骨文依靠OpenAI增长有限，昨天就没买入","listText":"我就是在老虎看到一个啥杯分析师说甲骨文依靠OpenAI增长有限，昨天就没买入","text":"我就是在老虎看到一个啥杯分析师说甲骨文依靠OpenAI增长有限，昨天就没买入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477152951115912","repostId":"2566601915","repostType":2,"repost":{"id":"2566601915","kind":"news","pubTimestamp":1757509395,"share":"https://www.laohu8.com/m/news/2566601915?lang=&edition=full","pubTime":"2025-09-10 21:03","market":"us","language":"zh","title":"“核爆级”表现引爆股价！甲骨文财报点燃华尔街AI憧憬","url":"https://stock-news.laohu8.com/highlight/detail?id=2566601915","media":"智通财经","summary":"埃里森财富跃升挑战马斯克。","content":"<p>在发布远超预期的季度业绩后，<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>股价迎来历史性大涨，这不仅引发分析师积极反响，也推动了其联合创始人拉里·埃里森个人财富的激增。</p><p><strong>“核爆级”表现引爆股价 分析师纷纷称赞</strong></p><p>周三美股盘前，甲骨文股价暴涨近32%，创下1999年以来最大单日涨幅。引爆股价的关键指标是甲骨文“剩余履约义务”(RPO)的惊人增长——该项衡量未来营收潜力的指标同比暴涨359%，达到4550亿美元。</p><p>Jefferies分析师Brent Thill团队在一份报告中表示：“RPO在第一季度表现抢眼，远超市场预期，这进一步印证了甲骨文业务正加速增长的趋势。”该行维持对甲骨文“买入”评级，并将其目标价从270美元上调至360美元。</p><p>Thill补充道，尽管甲骨文第一财季的云业务业绩略低于预期，且2026财年的业绩指引未作调整，但长期业绩预测显得较为保守，未来有望在分析师会议上上调。</p><p>Thill及其团队称：“甲骨文在盘后交易中市值增加了约1990亿美元，而其季度RPO环比增加了3170亿美元。这意味着，若甲骨文能将RPO转化为实际收入，其股价仍有进一步上涨空间。”</p><p><a href=\"https://laohu8.com/S/EVR\">Evercore</a>维持对甲骨文的“跑赢大盘”评级，并将目标价从270美元上调至340美元。</p><p>由Kirk Materne带领的分析师团队表示，尽管甲骨文第一财季整体业绩基本符合预期，但其甲骨文云基础设施(OCI)的积压订单量加速增长，这才是本次财报的核心亮点，也印证了公司此前关于未来营收及每股收益将加速增长的判断。</p><p>该团队指出：“OCI建设意味着资本支出将有所增加，但我们认为，长期投资者会认可这一权衡——为在下一代AI基础设施领域占据领先地位，短期增加投入是值得的，同时还能收获未来营收与每股收益的加速增长。”</p><p>Materne及其团队补充道，除AI业务外，甲骨文基础设施业务组合的其他板块(包括主权云、多云数据库等)表现也优于市场水平，并且仍是长期增长叙事的核心支撑——尤其是未来三到五年企业AI推理相关的增长潜力。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>维持对甲骨文的“持有观望”评级，目标价为246美元。</p><p>由Keith Weiss牵头的分析师团队表示：“甲骨文第一财季新增订单额高达3320亿美元，这不仅是软件行业有记录以来的最高单季订单量，更标志着公司商业模式正发生根本性转变——向‘数据中心运营商’转型。”</p><p>分析师提到，尽管面临毛利率承压的挑战，但甲骨文未来的每股收益目标仍有望大幅上调。</p><p>Weiss及其团队称，甲骨文的核心业务正迅速向“GPU数据中心运营商”转型，新增的一系列合同使其在该市场占据了主导地位。尽管这些合同的细节披露较少，但甲骨文管理层表示，在本季度已与三家不同客户签订了四份价值数十亿美元的合同。</p><p><strong>埃里森财富激增逼近马斯克 全球首富之位竞争升温</strong></p><p>甲骨文此次股价暴涨还推动埃里森的财富飙升，并使其身家直逼全球首富埃隆·马斯克。</p><p>根据彭博亿万富翁指数显示，埃里森的净资产单日激增700亿美元，达到3640亿美元，与马斯克的3840亿美元仅一步之遥。如果甲骨文在周三股市开盘后仍维持涨势，埃里森将创下该指数有史以来最大的单日财富增长记录。</p><p>今年以来，甲骨文股价已累计上涨45%，而马斯克的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价同期则下跌14%，这使得两位亿万富翁的财富差距持续缩小。</p><p>作为甲骨文董事长兼首席技术官，埃里森的大部分财富与这家软件巨头的股票紧密绑定。而马斯克自2021年首次登顶全球首富后，曾先后被<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的杰夫·贝索斯和LVMH的伯纳德·阿尔诺超越，去年重夺榜首后至今已保持该头衔超300天。此次甲骨文的业绩爆发，使得全球首富之争再度充满悬念。</p>","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>“核爆级”表现引爆股价！甲骨文财报点燃华尔街AI憧憬</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“核爆级”表现引爆股价！甲骨文财报点燃华尔街AI憧憬\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-10 21:03 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1343804.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在发布远超预期的季度业绩后，甲骨文股价迎来历史性大涨，这不仅引发分析师积极反响，也推动了其联合创始人拉里·埃里森个人财富的激增。“核爆级”表现引爆股价 分析师纷纷称赞周三美股盘前，甲骨文股价暴涨近32%，创下1999年以来最大单日涨幅。引爆股价的关键指标是甲骨文“剩余履约义务”(RPO)的惊人增长——该项衡量未来营收潜力的指标同比暴涨359%，达到4550亿美元。Jefferies分析师Brent...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1343804.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文"},"source_url":"http://www.zhitongcaijing.com/content/detail/1343804.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2566601915","content_text":"在发布远超预期的季度业绩后，甲骨文股价迎来历史性大涨，这不仅引发分析师积极反响，也推动了其联合创始人拉里·埃里森个人财富的激增。“核爆级”表现引爆股价 分析师纷纷称赞周三美股盘前，甲骨文股价暴涨近32%，创下1999年以来最大单日涨幅。引爆股价的关键指标是甲骨文“剩余履约义务”(RPO)的惊人增长——该项衡量未来营收潜力的指标同比暴涨359%，达到4550亿美元。Jefferies分析师Brent Thill团队在一份报告中表示：“RPO在第一季度表现抢眼，远超市场预期，这进一步印证了甲骨文业务正加速增长的趋势。”该行维持对甲骨文“买入”评级，并将其目标价从270美元上调至360美元。Thill补充道，尽管甲骨文第一财季的云业务业绩略低于预期，且2026财年的业绩指引未作调整，但长期业绩预测显得较为保守，未来有望在分析师会议上上调。Thill及其团队称：“甲骨文在盘后交易中市值增加了约1990亿美元，而其季度RPO环比增加了3170亿美元。这意味着，若甲骨文能将RPO转化为实际收入，其股价仍有进一步上涨空间。”Evercore维持对甲骨文的“跑赢大盘”评级，并将目标价从270美元上调至340美元。由Kirk Materne带领的分析师团队表示，尽管甲骨文第一财季整体业绩基本符合预期，但其甲骨文云基础设施(OCI)的积压订单量加速增长，这才是本次财报的核心亮点，也印证了公司此前关于未来营收及每股收益将加速增长的判断。该团队指出：“OCI建设意味着资本支出将有所增加，但我们认为，长期投资者会认可这一权衡——为在下一代AI基础设施领域占据领先地位，短期增加投入是值得的，同时还能收获未来营收与每股收益的加速增长。”Materne及其团队补充道，除AI业务外，甲骨文基础设施业务组合的其他板块(包括主权云、多云数据库等)表现也优于市场水平，并且仍是长期增长叙事的核心支撑——尤其是未来三到五年企业AI推理相关的增长潜力。摩根士丹利维持对甲骨文的“持有观望”评级，目标价为246美元。由Keith Weiss牵头的分析师团队表示：“甲骨文第一财季新增订单额高达3320亿美元，这不仅是软件行业有记录以来的最高单季订单量，更标志着公司商业模式正发生根本性转变——向‘数据中心运营商’转型。”分析师提到，尽管面临毛利率承压的挑战，但甲骨文未来的每股收益目标仍有望大幅上调。Weiss及其团队称，甲骨文的核心业务正迅速向“GPU数据中心运营商”转型，新增的一系列合同使其在该市场占据了主导地位。尽管这些合同的细节披露较少，但甲骨文管理层表示，在本季度已与三家不同客户签订了四份价值数十亿美元的合同。埃里森财富激增逼近马斯克 全球首富之位竞争升温甲骨文此次股价暴涨还推动埃里森的财富飙升，并使其身家直逼全球首富埃隆·马斯克。根据彭博亿万富翁指数显示，埃里森的净资产单日激增700亿美元，达到3640亿美元，与马斯克的3840亿美元仅一步之遥。如果甲骨文在周三股市开盘后仍维持涨势，埃里森将创下该指数有史以来最大的单日财富增长记录。今年以来，甲骨文股价已累计上涨45%，而马斯克的特斯拉股价同期则下跌14%，这使得两位亿万富翁的财富差距持续缩小。作为甲骨文董事长兼首席技术官，埃里森的大部分财富与这家软件巨头的股票紧密绑定。而马斯克自2021年首次登顶全球首富后，曾先后被亚马逊的杰夫·贝索斯和LVMH的伯纳德·阿尔诺超越，去年重夺榜首后至今已保持该头衔超300天。此次甲骨文的业绩爆发，使得全球首富之争再度充满悬念。","news_type":1,"symbols_score_info":{"ORCL":1}},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":475452977324880,"gmtCreate":1757081200327,"gmtModify":1757081948464,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D luffy","avatar":"https://static.tigerbbs.com/031a1e6e44c82b59d1b23f1834926953","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121237239794890","authorIdStr":"4121237239794890"},"themes":[],"htmlText":"老子服了，都亏了半个月了","listText":"老子服了，都亏了半个月了","text":"老子服了，都亏了半个月了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/475452977324880","repostId":"1168314589","repostType":2,"repost":{"id":"1168314589","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":1757079133,"share":"https://www.laohu8.com/m/news/1168314589?lang=&edition=full","pubTime":"2025-09-05 21:32","market":"us","language":"zh","title":"开盘 | 三大指数高开，明星科技股多数上涨，博通涨超15%，热门中概股走高","url":"https://stock-news.laohu8.com/highlight/detail?id=1168314589","media":"老虎资讯综合","summary":"三大指数高开，道指涨0.1%，标普500指数涨0.4%，纳指涨0.7%。明星科技股多数上涨，博通涨超16%，甲骨文涨超3%，美光、特斯拉、台积电涨超2%；热门中概股走高，金山云涨超3%，美团、阿里、腾讯涨2%。","content":"<html><head></head><body><p>三大指数高开，道指涨0.1%，标普500指数涨0.4%，纳指涨0.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae955cea789c3c9a786edb7c25e1c1c8\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>明星科技股多数上涨，博通涨超15%，<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>涨超3%，美光、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/TSM\">台积电</a>涨超2%；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9ba1cd4f67411e8517282f1eb6398b5\" title=\"\" tg-width=\"323\" tg-height=\"263\"/></p><p>热门中概股走高，小马智行涨超4%，<a href=\"https://laohu8.com/S/KC\">金山云</a>、禾赛涨超3%，<a href=\"https://laohu8.com/S/MPNGY\">美团</a>、<a href=\"https://laohu8.com/S/BABA\">阿里</a>、好未来、腾讯涨2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5cd06d64686a53776117d5f74ac5cf9\" title=\"\" tg-width=\"316\" tg-height=\"537\"/></p><p></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>开盘 | 三大指数高开，明星科技股多数上涨，博通涨超15%，热门中概股走高</title>\n<style 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21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>三大指数高开，道指涨0.1%，标普500指数涨0.4%，纳指涨0.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae955cea789c3c9a786edb7c25e1c1c8\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>明星科技股多数上涨，博通涨超15%，<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>涨超3%，美光、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/TSM\">台积电</a>涨超2%；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9ba1cd4f67411e8517282f1eb6398b5\" title=\"\" tg-width=\"323\" tg-height=\"263\"/></p><p>热门中概股走高，小马智行涨超4%，<a href=\"https://laohu8.com/S/KC\">金山云</a>、禾赛涨超3%，<a href=\"https://laohu8.com/S/MPNGY\">美团</a>、<a href=\"https://laohu8.com/S/BABA\">阿里</a>、好未来、腾讯涨2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5cd06d64686a53776117d5f74ac5cf9\" title=\"\" tg-width=\"316\" tg-height=\"537\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"02525":"禾赛-W","TSLA":"特斯拉","AVGO":"博通","MPNGY":"美团ADR","TCEHY":"腾讯控股ADR"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168314589","content_text":"三大指数高开，道指涨0.1%，标普500指数涨0.4%，纳指涨0.7%。明星科技股多数上涨，博通涨超15%，甲骨文涨超3%，美光、特斯拉、台积电涨超2%；热门中概股走高，小马智行涨超4%，金山云、禾赛涨超3%，美团、阿里、好未来、腾讯涨2%。","news_type":1,"symbols_score_info":{"02525":1,"AVGO":1.1,"MPNGY":1.1,"TCEHY":1.1,"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":475448256638976,"gmtCreate":1757079905894,"gmtModify":1757079907231,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D 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17:41","market":"sh","language":"zh","title":"国泰君安国际正式在香港推出加密货币交易服务","url":"https://stock-news.laohu8.com/highlight/detail?id=1199279596","media":"老虎资讯综合","summary":"可交易包括比特币、以太币等不同的加密货币。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/01788\">国泰君安国际</a> 公告，国泰海通集团下属公司国泰君安国际控股有限公司宣布正式为香港投资者推出加密货币交易服务，旨在满足香港投资者对加密货币市场日益成长的需求。</p><p>公告称，客户成功开通加密货币账户后，可立即交易包括比特币、以太币等不同的加密货币。</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>国泰君安国际正式在香港推出加密货币交易服务</title>\n<style 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}\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; 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href=\"https://laohu8.com/S/01788\">国泰君安国际</a> 公告，国泰海通集团下属公司国泰君安国际控股有限公司宣布正式为香港投资者推出加密货币交易服务，旨在满足香港投资者对加密货币市场日益成长的需求。</p><p>公告称，客户成功开通加密货币账户后，可立即交易包括比特币、以太币等不同的加密货币。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2b6ee35d5e3953381b46896042cc8e62","relate_stocks":{"01788":"国泰君安国际"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199279596","content_text":"国泰君安国际 公告，国泰海通集团下属公司国泰君安国际控股有限公司宣布正式为香港投资者推出加密货币交易服务，旨在满足香港投资者对加密货币市场日益成长的需求。公告称，客户成功开通加密货币账户后，可立即交易包括比特币、以太币等不同的加密货币。","news_type":1,"symbols_score_info":{"01788":1.1,"METHmain":1}},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469949732037080,"gmtCreate":1755765075851,"gmtModify":1755765077783,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D luffy","avatar":"https://static.tigerbbs.com/031a1e6e44c82b59d1b23f1834926953","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121237239794890","authorIdStr":"4121237239794890"},"themes":[],"htmlText":"跌的时候跌 30%，涨了 2%，就是异动了","listText":"跌的时候跌 30%，涨了 2%，就是异动了","text":"跌的时候跌 30%，涨了 2%，就是异动了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469949732037080","repostId":"1174098288","repostType":2,"repost":{"id":"1174098288","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":1755763726,"share":"https://www.laohu8.com/m/news/1174098288?lang=&edition=full","pubTime":"2025-08-21 16:08","market":"us","language":"zh","title":"盘前异动｜Palantir涨超2%，Oklo涨3%；科蒂绩后跌超20%，Brazil Potash涨超36%","url":"https://stock-news.laohu8.com/highlight/detail?id=1174098288","media":"老虎资讯综合","summary":"8月21日，美股三大股指期货涨跌不一，截止发稿，道指期货跌0.13%，纳指期货涨0.06%，标普500指数期货跌0.02%。部分美股AI应用软件股盘前走强，$SoundHound AI(SOUN)$涨超4%，$Palantir(PLTR)$涨超2%；部分核电概念股盘前上涨， $Oklo(OKLO)$ Inc、$NuScale Power(SMR)$、$NANO Nuclear Energy Inc(NNE)$均涨超3%；加拿大钾肥巨头$Brazil Potash(GRO)$盘前涨超36%，公司签下长达10年的钾肥销售大单;美容股$科蒂(COTY)$盘前跌超20%，第四财季收入下降。","content":"<html><head></head><body><p>8月21日，美股三大股指期货涨跌不一，截止发稿，道指期货跌0.13%，纳指期货涨0.06%，标普500指数期货跌0.02%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f57a2a95ab5ac9db721f96b6b339c9c\" title=\"\" tg-width=\"446\" tg-height=\"173\"/></p><p>部分美股AI应用软件股盘前走强，<a href=\"https://laohu8.com/S/SOUN\">SoundHound AI</a>涨超4%，<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>涨超2%；</p><p>部分核电概念股盘前上涨， <a href=\"https://laohu8.com/S/OKLO\">Oklo</a> Inc、<a href=\"https://laohu8.com/S/SMR\">NuScale Power</a>、<a href=\"https://laohu8.com/S/NNE\">NANO Nuclear Energy Inc</a>均涨超3%；</p><p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>盘前涨超3%，将于今晚举办全新ES8产品技术发布会；</p><p><a href=\"https://laohu8.com/S/HSAI\">禾赛</a>盘前涨超2%，计划通过港股上市，募集约3亿美元资金（IFR）；</p><p>加拿大钾肥巨头<a href=\"https://laohu8.com/S/GRO\">Brazil Potash</a>盘前涨超36%，公司签下长达10年的钾肥销售大单;</p><p>美容股<a href=\"https://laohu8.com/S/COTY\">科蒂</a>盘前跌超20%，第四财季收入下降。</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>盘前异动｜Palantir涨超2%，Oklo涨3%；科蒂绩后跌超20%，Brazil Potash涨超36%</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盘前异动｜Palantir涨超2%，Oklo涨3%；科蒂绩后跌超20%，Brazil Potash涨超36%\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\">2025-08-21 16:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月21日，美股三大股指期货涨跌不一，截止发稿，道指期货跌0.13%，纳指期货涨0.06%，标普500指数期货跌0.02%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f57a2a95ab5ac9db721f96b6b339c9c\" title=\"\" tg-width=\"446\" tg-height=\"173\"/></p><p>部分美股AI应用软件股盘前走强，<a href=\"https://laohu8.com/S/SOUN\">SoundHound AI</a>涨超4%，<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>涨超2%；</p><p>部分核电概念股盘前上涨， <a href=\"https://laohu8.com/S/OKLO\">Oklo</a> Inc、<a href=\"https://laohu8.com/S/SMR\">NuScale Power</a>、<a href=\"https://laohu8.com/S/NNE\">NANO Nuclear Energy Inc</a>均涨超3%；</p><p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>盘前涨超3%，将于今晚举办全新ES8产品技术发布会；</p><p><a href=\"https://laohu8.com/S/HSAI\">禾赛</a>盘前涨超2%，计划通过港股上市，募集约3亿美元资金（IFR）；</p><p>加拿大钾肥巨头<a href=\"https://laohu8.com/S/GRO\">Brazil Potash</a>盘前涨超36%，公司签下长达10年的钾肥销售大单;</p><p>美容股<a href=\"https://laohu8.com/S/COTY\">科蒂</a>盘前跌超20%，第四财季收入下降。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"BK4547":"WSB热门概念","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4613":"AI应用软件","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","PLTR":"Palantir Technologies Inc.","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4588":"碎股","BK4183":"个人用品",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC",".SPX":"S&P 500 Index","GRO":"Brazil Potash Corp.","BK4023":"应用软件","COTY":"科蒂","BK4543":"AI","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4093":"化肥与农用药剂","BK4585":"ETF&股票定投概念","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174098288","content_text":"8月21日，美股三大股指期货涨跌不一，截止发稿，道指期货跌0.13%，纳指期货涨0.06%，标普500指数期货跌0.02%。部分美股AI应用软件股盘前走强，SoundHound AI涨超4%，Palantir涨超2%；部分核电概念股盘前上涨， Oklo Inc、NuScale Power、NANO Nuclear Energy Inc均涨超3%；蔚来盘前涨超3%，将于今晚举办全新ES8产品技术发布会；禾赛盘前涨超2%，计划通过港股上市，募集约3亿美元资金（IFR）；加拿大钾肥巨头Brazil Potash盘前涨超36%，公司签下长达10年的钾肥销售大单;美容股科蒂盘前跌超20%，第四财季收入下降。","news_type":1,"symbols_score_info":{".DJI":1.1,".IXIC":1.1,".SPX":1.1,"COTY":1,"GRO":1,"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469483484479648,"gmtCreate":1755651153070,"gmtModify":1755652862878,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D luffy","avatar":"https://static.tigerbbs.com/031a1e6e44c82b59d1b23f1834926953","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121237239794890","authorIdStr":"4121237239794890"},"themes":[],"htmlText":"老子跌惨了","listText":"老子跌惨了","text":"老子跌惨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469483484479648","repostId":"2560143808","repostType":2,"repost":{"id":"2560143808","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":1755644651,"share":"https://www.laohu8.com/m/news/2560143808?lang=&edition=full","pubTime":"2025-08-20 07:04","market":"sg","language":"zh","title":"美股投机热度风向标：AI热门Palantir重挫9%，五连跌、累跌15%","url":"https://stock-news.laohu8.com/highlight/detail?id=2560143808","media":"华尔街见闻","summary":"Palantir股价周二下跌逾9%，连续第五个交易日走低，5日累计回调逾15%。此前，该公司刚公布首个季度营收突破10亿美元的财报，股价一度创下新高。尽管2025年迄今涨幅仍超100%，分析指出市盈率已高达245倍，估值压力引发投资者回调情绪。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir</a>的股价周二大跌超过9%，连续第五个交易日下跌，延续从历史高点回落的走势。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7d459f0d9acfdccb7da6b2d57020be1a\" tg-width=\"560\" tg-height=\"240\"/></p><p>数据显示，Palantir过去五个交易日已累计下跌逾15%。此前该公司本月早些时候公布亮眼财报，曾一度推动股价创下历史新高。这份财报显示，Palantir首次实现了单季度营收突破10亿美元。</p><p>周二的股价下跌也正值整个美股大盘出现回调。截至目前，Palantir是2025年<a href=\"https://laohu8.com/S/161125\">标普500</a>指数中涨幅最大的个股，年内累计上涨超过100%。</p><p>Palantir自2021年上市以来股价飙升近2500%。在AI热潮持续的背景下，Palantir因美国总统特朗普推动政府机构改革而获得大量政府合同。</p><p>媒体称，Palantir的强劲走势使其跻身全美十大科技公司和最具价值的20家公司之列，但其股价也因此变得异常昂贵。其远期市盈率已飙升至245倍以上。</p><p>相比之下，<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的市盈率接近30倍，且季度营收远高于Palantir；<a href=\"https://laohu8.com/S/META\">Meta</a>和Alphabet的市盈率则维持在20多倍。</p><p>华尔街见闻此前文章称，分析师估算，Palantir需要在未来12个月内创造600亿美元收入，才能达到与同行相当的估值水平。</p><p>媒体报道，给予该股卖出或持有评级的分析师人数是给予买入评级的两倍多，这体现了华尔街的普遍不安情绪。尽管如此，担心错过进一步上涨机会的投资者仍选择持有这只股票。</p><p>其中，晨星投资服务公司的Mark Giarelli给予该股卖出评级，他表示：</p><blockquote><p>"Palantir正在变成一个难以推销的估值故事。"</p></blockquote><p>此外，华尔街见闻此前文章称，香橼公司创始人Andrew Left在一档访谈节目中宣布做空大数据公司Palantir，他认为该公司“远超高估范畴”。</p><p>Left强调，自己并非讨厌这家公司，甚至喜欢Palantir首席执行官Alex Karp，但基于估值指标，该股明显被高估。</p><p>Left认为，该股“要到40美元、50美元才算真正便宜”，意味着该股仍存在超过70%的下跌空间。但他同时承认，股价仍可能继续上涨，自己也不指望每次都能完美预测顶部。</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\" 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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美股投机热度风向标：AI热门Palantir重挫9%，五连跌、累跌15%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-20 07:04 北京时间 <a href=https://wallstreetcn.com/articles/3753671><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir的股价周二大跌超过9%，连续第五个交易日下跌，延续从历史高点回落的走势。数据显示，Palantir过去五个交易日已累计下跌逾15%。此前该公司本月早些时候公布亮眼财报，曾一度推动股价创下历史新高。这份财报显示，Palantir首次实现了单季度营收突破10亿美元。周二的股价下跌也正值整个美股大盘出现回调。截至目前，Palantir是2025年标普500指数中涨幅最大的个股，年内累计...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3753671\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/b958da843d9318e34fba9655e23e7682","relate_stocks":{"IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","BK4547":"WSB热门概念","BK4585":"ETF&股票定投概念","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","BK4613":"AI应用软件","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4023":"应用软件","LU1861558580.USD":"日兴方舟颠覆性创新基金B","PLTR":"Palantir Technologies Inc.","BK4588":"碎股","BK4543":"AI","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC"},"source_url":"https://wallstreetcn.com/articles/3753671","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2560143808","content_text":"Palantir的股价周二大跌超过9%，连续第五个交易日下跌，延续从历史高点回落的走势。数据显示，Palantir过去五个交易日已累计下跌逾15%。此前该公司本月早些时候公布亮眼财报，曾一度推动股价创下历史新高。这份财报显示，Palantir首次实现了单季度营收突破10亿美元。周二的股价下跌也正值整个美股大盘出现回调。截至目前，Palantir是2025年标普500指数中涨幅最大的个股，年内累计上涨超过100%。Palantir自2021年上市以来股价飙升近2500%。在AI热潮持续的背景下，Palantir因美国总统特朗普推动政府机构改革而获得大量政府合同。媒体称，Palantir的强劲走势使其跻身全美十大科技公司和最具价值的20家公司之列，但其股价也因此变得异常昂贵。其远期市盈率已飙升至245倍以上。相比之下，微软和苹果的市盈率接近30倍，且季度营收远高于Palantir；Meta和Alphabet的市盈率则维持在20多倍。华尔街见闻此前文章称，分析师估算，Palantir需要在未来12个月内创造600亿美元收入，才能达到与同行相当的估值水平。媒体报道，给予该股卖出或持有评级的分析师人数是给予买入评级的两倍多，这体现了华尔街的普遍不安情绪。尽管如此，担心错过进一步上涨机会的投资者仍选择持有这只股票。其中，晨星投资服务公司的Mark Giarelli给予该股卖出评级，他表示：\"Palantir正在变成一个难以推销的估值故事。\"此外，华尔街见闻此前文章称，香橼公司创始人Andrew Left在一档访谈节目中宣布做空大数据公司Palantir，他认为该公司“远超高估范畴”。Left强调，自己并非讨厌这家公司，甚至喜欢Palantir首席执行官Alex Karp，但基于估值指标，该股明显被高估。Left认为，该股“要到40美元、50美元才算真正便宜”，意味着该股仍存在超过70%的下跌空间。但他同时承认，股价仍可能继续上涨，自己也不指望每次都能完美预测顶部。","news_type":1,"symbols_score_info":{"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469420342260296,"gmtCreate":1755636171200,"gmtModify":1755643318760,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D 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