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ruan_7128
ruan_7128
·
12-24 20:17
$微型铜2605(MHG2605)$
又捞到一个小虾米
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ruan_7128
ruan_7128
·
12-24 12:46
小米车子的负面新闻实在是太多了，还是多看几年再考虑小米的车吧
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ruan_7128
ruan_7128
·
12-24 09:55
都是白银、黄金带动的
港股有色金属板块集体走强！中铝国际涨超7%，赣锋锂业、俄铝涨超3%
12月24日，港股有色金属板块集体走强，$中铝国际(02068)$涨超7%，$赣锋锂业(01772)$、$俄铝(00486)$涨超3%，$天齐锂业(09696)$、$紫金矿业(02899)$涨超2%。
港股有色金属板块集体走强！中铝国际涨超7%，赣锋锂业、俄铝涨超3%
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ruan_7128
ruan_7128
·
12-24 08:03
H200芯片并非顶级，中方已表示不会购买该芯片，免费提供可以用做实验。
市场消息：英伟达放风春节前向中国客户交付H200芯片
美国总统特朗普12月8日宣布，允许英伟达向“经批准的客户”出口H200芯片，但不包括其更先进的Blackwell和即将发布的Rubin芯片。路透社此前报道称，美国政府已启动跨部门审查程序，评估对中国出口H200芯片的相关许可证申请，兑现了其允许该类芯片对华销售的承诺。
市场消息：英伟达放风春节前向中国客户交付H200芯片
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ruan_7128
ruan_7128
·
12-23 15:19
$微型铜2605(MHG2605)$
又捞到一个小虾米
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ruan_7128
ruan_7128
·
12-23 07:31
白银现在是天天创新高，黄金昨天也创新高了，暂时看不到回调迹象
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ruan_7128
ruan_7128
·
12-22 14:31
$微型铜2605(MHG2605)$
小虾米
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ruan_7128
ruan_7128
·
12-22
$小米集团-W(01810)$
40已经撑不住了，还得继续下跌，看看雷总再多掏钱回购吧
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ruan_7128
ruan_7128
·
12-22
$微型铜2605(MHG2605)$
小虾米
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ruan_7128
ruan_7128
·
12-20
美股继续看涨！
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又捞到一个小虾米","images":[{"img":"https://static.tigerbbs.com/d0940a6169b8b41721733e57abcb76a7","width":"986","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514245891088872","isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":514359113220720,"gmtCreate":1766551583255,"gmtModify":1766551585693,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"themes":[],"title":"","htmlText":"小米车子的负面新闻实在是太多了，还是多看几年再考虑小米的车吧","listText":"小米车子的负面新闻实在是太多了，还是多看几年再考虑小米的车吧","text":"小米车子的负面新闻实在是太多了，还是多看几年再考虑小米的车吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/514359113220720","isVote":1,"tweetType":1,"viewCount":727,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"浪潮上的小舢板","avatar":"https://static.tigerbbs.com/e96cbf9c80a9100b3ffffc80c96d8329","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3464650551454893","idStr":"3464650551454893"},"content":"你就是那种属于被带节奏的人。","text":"你就是那种属于被带节奏的人。","html":"你就是那种属于被带节奏的人。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514316070555848,"gmtCreate":1766541347296,"gmtModify":1766541349739,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"themes":[],"title":"","htmlText":"都是白银、黄金带动的","listText":"都是白银、黄金带动的","text":"都是白银、黄金带动的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514316070555848","repostId":"1198388227","repostType":4,"repost":{"id":"1198388227","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":1766541149,"share":"https://www.laohu8.com/m/news/1198388227?lang=zh_CN&edition=full","pubTime":"2025-12-24 09:52","market":"hk","language":"zh","title":"港股有色金属板块集体走强！中铝国际涨超7%，赣锋锂业、俄铝涨超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1198388227","media":"老虎资讯综合","summary":"12月24日，港股有色金属板块集体走强，$中铝国际(02068)$涨超7%，$赣锋锂业(01772)$、$俄铝(00486)$涨超3%，$天齐锂业(09696)$、$紫金矿业(02899)$涨超2%。","content":"<html><head></head><body><p>12月24日，港股有色金属板块集体走强，<a href=\"https://laohu8.com/S/02068\">中铝国际</a>涨超7%，<a href=\"https://laohu8.com/S/01772\">赣锋锂业</a>、<a href=\"https://laohu8.com/S/00486\">俄铝</a>涨超3%，<a href=\"https://laohu8.com/S/09696\">天齐锂业</a>、<a href=\"https://laohu8.com/S/02899\">紫金矿业</a>涨超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f458eb93e10e20cfba1486c8662dcbde\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></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>港股有色金属板块集体走强！中铝国际涨超7%，赣锋锂业、俄铝涨超3%</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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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\">2025-12-24 09:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月24日，港股有色金属板块集体走强，<a href=\"https://laohu8.com/S/02068\">中铝国际</a>涨超7%，<a href=\"https://laohu8.com/S/01772\">赣锋锂业</a>、<a href=\"https://laohu8.com/S/00486\">俄铝</a>涨超3%，<a href=\"https://laohu8.com/S/09696\">天齐锂业</a>、<a href=\"https://laohu8.com/S/02899\">紫金矿业</a>涨超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f458eb93e10e20cfba1486c8662dcbde\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"159871":"有色金属","165316":"有色金属","601068":"中铝国际","LU0215049551.USD":"摩根大通俄罗斯基金","BK1148":"建筑与工程","BK1592":"有色金属","BK1594":"碳中和概念股","BK0196":"行业龙头","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","002460":"赣锋锂业","BK0233":"有色加工","LU0823431563.USD":"BNP PARIBAS RUSSIA EQUITY \"C\" (USD) ACC","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","BK1129":"特种化学制品","BK1505":"一带一路","00486":"俄铝","BK0277":"土木工程","LU0823431647.USD":"BNP PARIBAS RUSSIA EQUITY \"CLASSIC\" (USD) INC","BK0188":"融资融券","LU0950373646.USD":"BNP PARIBAS RUSSIA EQUITY \"C\" (USD) 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06:55","market":"us","language":"zh","title":"市场消息：英伟达放风春节前向中国客户交付H200芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=1101301792","media":"环球时报","summary":"美国总统特朗普12月8日宣布，允许英伟达向“经批准的客户”出口H200芯片，但不包括其更先进的Blackwell和即将发布的Rubin芯片。路透社此前报道称，美国政府已启动跨部门审查程序，评估对中国出口H200芯片的相关许可证申请，兑现了其允许该类芯片对华销售的承诺。","content":"<html><head></head><body><p>据路透社报道，多位知情人士透露，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>已告知中国客户，计划于明年2月中旬，即中国农历春节前向中国客户交付其性能排名第二的人工智能（AI）芯片H200。其中两位消息人士称，英伟达计划动用库存履行首批订单，预计发货总量为5000至10000套芯片模组，相当于约4万至8万颗 H200芯片。</p><p style=\"text-align: justify;\">H200芯片是英伟达仅次于Blackwell系列的次顶级芯片，在拜登政府时期被禁止对华出口。美国总统特朗普12月8日宣布，允许英伟达向“经批准的客户”出口H200芯片，但不包括其更先进的Blackwell和即将发布的Rubin芯片。路透社此前报道称，美国政府已启动跨部门审查程序，评估对中国出口H200芯片的相关许可证申请，兑现了其允许该类芯片对华销售的承诺。</p><p style=\"text-align: justify;\">不过路透社称，能否顺利交付H200芯片仍存在较大不确定性，中方尚未批准任何一笔H200芯片的采购订单。英伟达发言人23日对《环球时报》记者表示：“我们正在持续管理供应链。向中国授权客户合规销售 H200芯片不会影响我们向全球客户供货的能力。”</p><p>据《华尔街日报》此前报道，对于是否解禁英伟达对华出口H200芯片，美国商务部长卢特尼克在内的一些白宫官员持支持态度，他们认为这可能是一个很好的折中方案，既能让英伟达与中国华为公司竞争，又不会让中国在AI领域超越美国。不过，美国民主党参议员伊丽莎白·沃伦和众议员格雷戈里·米克斯公开要求美国商务部公开更多许可证信息，以评估“获准出口的英伟达芯片是否会被用于军事领域”，并观察美国盟友及伙伴对此的反应。</p><p style=\"text-align: justify;\">12月9日，外交部发言人郭嘉昆在例行记者会上表示，已关注到美方相关动态。他说：“中方一贯主张中美通过合作实现互利共赢。”</p><p style=\"text-align: justify;\">业内有观点认为，在国产芯片崛起、政策也有意推动国产替代的大背景下，英伟达是否能在短期内重回中国市场仍难有定论。尤其是今年7月底，国家网信办就H20算力芯片漏洞后门安全风险约谈了英伟达。统筹发展与安全，中国或更倾向于依靠科技自立自强对核心关键技术进行攻关。 </p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/000931\">中关村</a>信息消费联盟理事长项立刚23日告诉《环球时报》记者，白宫希望放开禁令，维持英伟达业绩预期，提振美国股市；而一些国会议员站在反华立场上，希望继续在高科技上封锁中国。电信与互联网行业专家马继华表示，美国政府和英伟达急于重返中国市场，怕因中国芯片技术崛起而丧失市场竞争力和空间，也担心英伟达业绩下滑而刺破华尔街担心的AI泡沫。项立刚说，中国乐见美国在高科技出口上采取更加开放与合作的立场，但要保证向中国出口的芯片安全、环保、符合中国AI发展的应用要求，也要保持政策稳定性，为中国企业提供更加确定的市场预期。</p></body></html>","source":"lsy1568628563230","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" 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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市场消息：英伟达放风春节前向中国客户交付H200芯片\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-24 06:55 北京时间 <a href=https://world.huanqiu.com/article/4PfL7Ra3teQ><strong>环球时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据路透社报道，多位知情人士透露，英伟达已告知中国客户，计划于明年2月中旬，即中国农历春节前向中国客户交付其性能排名第二的人工智能（AI）芯片H200。其中两位消息人士称，英伟达计划动用库存履行首批订单，预计发货总量为5000至10000套芯片模组，相当于约4万至8万颗 H200芯片。H200芯片是英伟达仅次于Blackwell系列的次顶级芯片，在拜登政府时期被禁止对华出口。美国总统特朗普12月8日...</p>\n\n<a href=\"https://world.huanqiu.com/article/4PfL7Ra3teQ\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"159813":"芯片","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","SG9999014575.USD":"UOB 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