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天赐美金我照单全收
天赐美金我照单全收
·
05-14
虽然不错，但是，好好的涨势突然间-15%，应该不太正常，是不是先滞涨两三天然后再断崖呢？
谁会终结AI牛市，仓位还是叙事？
美股过去六周的涨势已是70年来最强之一，机械性资金接近满仓做多。而3月以来涨幅近40%由半导体板块单独贡献，没有AI这个市场表现将归于平庸。但这轮牛市面临两大风险：一是技术性的仓位过度拥挤，二是AI叙事能否延续。野村警告，一旦出现“DeepSeek式”冲击，纳斯达克可能触发熔断，半导体ETF单日或跌15%。
谁会终结AI牛市，仓位还是叙事？
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天赐美金我照单全收
天赐美金我照单全收
·
04-17
$Richtech Robotics(RR)$
垃圾股起不来
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天赐美金我照单全收
天赐美金我照单全收
·
04-12
明天可能又不是这样说了，哈哈哈哈
特朗普称除核问题外，美伊就“大多数问题达成一致”
当地时间4月12日，美国总统特朗普在社交平台发文称，美伊会谈就“大多数问题已达成一致”，但在“核问题”这一关键问题上未能达成一致。特朗普说，美方已就相关会谈情况听取汇报，会谈持续约20小时，但伊朗“不愿放弃其核野心”。特朗普称，美方将继续推动谈判，但同时已“全面做好准备”。他再次表示，伊朗“绝不会拥有核武器”。（央视新闻）
特朗普称除核问题外，美伊就“大多数问题达成一致”
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天赐美金我照单全收
天赐美金我照单全收
·
04-08
停火止战发财了吗？
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天赐美金我照单全收
天赐美金我照单全收
·
02-18
还真的是，最近几年的面相没有之前的好看，慢慢好像有点狰狞又不是，无法形容
段永平试水“AI交易”：卖苹果加仓英伟达，“新入”CoreWeave、Credo和Tempus
段永平Q4共增持了六只股票，其中增持幅度最大的是英伟达，增持幅度第二大的股票是伯克希尔哈撒韦；同时，段永平也减持了五只股票，减持幅度最大的是苹果。
段永平试水“AI交易”：卖苹果加仓英伟达，“新入”CoreWeave、Credo和Tempus
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天赐美金我照单全收
天赐美金我照单全收
·
2025-12-20
流动性都是靠自己买，别人买不买没关系，自己公司自己买
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天赐美金我照单全收
天赐美金我照单全收
·
2025-07-28
没有买单，翻倍怎么清仓呢？买单0.05，卖单0.2，能成交吗？还是等到期[开心] [开心] [开心] [开心] [开心] [开心] [开心]
期权大单 | 英特尔绩后跌超8%，宣布裁员及暂停欧洲建厂，相关看跌期权涨幅翻倍
数据来源：老虎国际期权市场总成交量53,677,338张合约，成交量高于90日平均，其中看涨期权占比升至60%。数据来源：Market Chameleon三、异动观察数据来源：Market Chameleon昨日，$英特尔$绩后跌超8%，期权合约成交较90日平均上涨3.5倍达1,241,585张。同时，英特尔将放缓俄亥俄州工厂建设、暂停欧洲工厂计划，并整合部分封装业务，战略转向根据需求建设产能。此外多张行权价5美元的看跌期权涨幅翻倍。其中7月25日到期的2.5美元看涨期权交易量较高，共有107,759份合约交易。
期权大单 | 英特尔绩后跌超8%，宣布裁员及暂停欧洲建厂，相关看跌期权涨幅翻倍
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天赐美金我照单全收
天赐美金我照单全收
·
2025-07-22
反正就几天的事情，分析肯定参考数据不太够
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天赐美金我照单全收
天赐美金我照单全收
·
2025-07-17
说说你对这篇新闻的看法...
固态电池公司Quantumscape延续强势，自6月25日以来涨超200%
投资者对Quantumscape的长期前景保持乐观。
固态电池公司Quantumscape延续强势，自6月25日以来涨超200%
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天赐美金我照单全收
天赐美金我照单全收
·
2024-09-09
soxl不是回光返照吧，一下子3%了
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全收","avatar":"https://static.tigerbbs.com/f02f168ddba4569baf461701fa8e5fe3","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182346424956632","idStr":"4182346424956632"},"themes":[],"title":"","htmlText":"虽然不错，但是，好好的涨势突然间-15%，应该不太正常，是不是先滞涨两三天然后再断崖呢？","listText":"虽然不错，但是，好好的涨势突然间-15%，应该不太正常，是不是先滞涨两三天然后再断崖呢？","text":"虽然不错，但是，好好的涨势突然间-15%，应该不太正常，是不是先滞涨两三天然后再断崖呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/564003670889824","repostId":"2635276390","repostType":2,"repost":{"id":"2635276390","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":1778724722,"share":"https://www.laohu8.com/m/news/2635276390?lang=zh_CN&edition=full","pubTime":"2026-05-14 10:12","market":"us","language":"zh","title":"谁会终结AI牛市，仓位还是叙事？","url":"https://stock-news.laohu8.com/highlight/detail?id=2635276390","media":"华尔街见闻","summary":"美股过去六周的涨势已是70年来最强之一，机械性资金接近满仓做多。而3月以来涨幅近40%由半导体板块单独贡献，没有AI这个市场表现将归于平庸。但这轮牛市面临两大风险：一是技术性的仓位过度拥挤，二是AI叙事能否延续。野村警告，一旦出现“DeepSeek式”冲击，纳斯达克可能触发熔断，半导体ETF单日或跌15%。","content":"<html><head></head><body><blockquote><p>美股过去六周的涨势已是70年来最强之一，机械性资金接近满仓做多。而3月以来涨幅近40%由半导体板块单独贡献，没有AI这个市场表现将归于平庸。但这轮牛市面临两大风险：一是技术性的仓位过度拥挤，二是AI叙事能否延续。野村警告，一旦出现“DeepSeek式”冲击，纳斯达克可能触发熔断，半导体ETF单日或跌15%。</p></blockquote><p style=\"text-align: left;\">市场涨得越猛，下跌的理由就越难找——但风险并没有消失，只是藏得更深了。</p><p style=\"text-align: left;\">5月14日，彭博市场分析师Jon-Patrick Barnert发文指出，当前美股涨势已明显拉升，但做空的成本与时机依然难以把握。更棘手的是，现在连"最该做空的理由是什么"都变得模糊起来。</p><p style=\"text-align: left;\">这轮行情的核心矛盾是：<strong>仓位已经极度拥挤，但基本面叙事——尤其是AI——仍在支撑市场情绪。两者之间，谁会先崩？</strong></p><h2 id=\"id_1710647798\" style=\"text-align: left;\">仓位：市场已接近“满仓做多”</h2><p style=\"text-align: left;\">从纯粹的价格走势来看，回调信号已经相当明显。</p><p style=\"text-align: left;\"><strong>标普500指数过去六周的连涨，不仅是70多年来持续时间最长的上涨行情之一，涨幅也属于历史最强之列。Barnert表示，"喘口气"对这个市场来说再正常不过。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef64985a2b8587c2e5dcaf2de4e6419f\" tg-width=\"697\" tg-height=\"645\"/></p><p style=\"text-align: left;\">高盛风险偏好指标（Risk Appetite Indicator）已重新升至1，这是年初以来首次。<strong>该指标超过1的情况极为罕见，历史上往往预示着潜在回调。</strong>上一次突破这一阈值是在2021年，随后市场进入熊市。</p><p style=\"text-align: left;\">从最热门的主题股来看，Barnert描述这是一个"所有东西都超买"的市场，部分最热门板块的超买程度已达极端水平。<strong>叠加机械性资金流入——目前看起来已处于或接近最大做多仓位——整体画面是：上行空间有限，仓位重置的潜在压力巨大。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3db9ca882b6b80ab4dfb6ff19c18227a\" tg-width=\"775\" tg-height=\"883\"/></p><p style=\"text-align: left;\">但做空并不容易。Barnert指出，仓位调整可能在单日内完成，让空头交易的进出时机极难把握。而如果市场选择"慢慢跌"，波动率仓位则会在温和环境中悄然失效。更有可能的情形是：整体情绪依然偏多，一旦空头被迫回补，反而触发新一轮轧空行情，涨得比任何人预期的都快。</p><p style=\"text-align: left;\">部分热门ETF的资金流向已开始出现微妙变化——倾向于"锁定收益"而非"追高"。但Barnert也坦承，这一趋势已持续数周，目前尚未对市场走势产生实质影响。</p><h2 id=\"id_1417574524\" style=\"text-align: left;\">叙事：没有AI，大盘什么都不是</h2><p style=\"text-align: left;\">如果说仓位是技术层面的隐患，那叙事层面目前看起来反而更稳固。</p><p style=\"text-align: left;\">Barnert指出，当前缺乏触发基本面熊市的明确信号。企业盈利保持强劲，通胀预期略有上升但未达极端水平。市场已消化了油价高企和中东局势的冲击，最新美国就业数据也缓解了衰退担忧。至于加息预期，早已不再是压制股市的催化剂。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8d6d13b06ab4059a50b2131e0174771\" tg-width=\"712\" tg-height=\"514\"/></p><p style=\"text-align: left;\">但有一个问题不容忽视：这轮行情的集中度，已经高度集中在"集中度本身"之上。</p><p style=\"text-align: left;\">Barnert指出，无论是对比含AI与不含AI的指数表现，还是拆解3月以来涨幅的贡献来源，结论都指向同一个方向：<strong>没有AI，这个市场的表现只能用"平庸"来形容。</strong> 更值得注意的是，<strong>半导体板块单独贡献了3月以来涨幅的近40%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee4f13e1ce89bd4d22725ec0826628b1\" tg-width=\"715\" tg-height=\"506\"/></p><p style=\"text-align: left;\">围绕AI的市场叙事，已再度进入"贪婪模式"，而非理性追求合理回报的阶段。几个月前还被热议的担忧——AI算力成本能否被裁员节省所覆盖、数据中心能源供应瓶颈、AI定价战侵蚀利润率、新竞争者以更低成本颠覆现有格局、资本开支大幅增长而股票回购停滞、AI安全隐患——如今似乎已被市场集体遗忘。</p><h2 id=\"id_954243156\" style=\"text-align: left;\">“DeepSeek时刻”重演的风险</h2><p style=\"text-align: left;\">野村证券策略师Charlie McElligott对此发出了最直接的警告。</p><p style=\"text-align: left;\">他表示："考虑到当前的市场结构和主题高度重叠，一旦某天出现另一个全面爆发的'DeepSeek式'冲击催化剂，很可能直接触发纳斯达克一级熔断（limit-down）式的交易。"</p><p style=\"text-align: left;\"><strong>McElligott进一步指出，在这种情景下，半导体ETF单日跌幅可能轻松达到15%——因为"假设中的反身性机械资金流逆转，将形成大规模超调式下跌"。</strong></p><p style=\"text-align: left;\">换句话说，正是那些在上涨过程中不断追加买入的机械性资金（如CTA策略、风险平价基金等），一旦触发反转，反而会成为加速下跌的放大器。</p><p style=\"text-align: left;\">这轮AI牛市面临的两大风险，一个是技术性的（仓位过度拥挤），一个是叙事性的（AI故事能否持续）。前者随时可能触发，后者一旦破裂则冲击更深。两者叠加，构成了当前市场最值得警惕的结构性脆弱。</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>谁会终结AI牛市，仓位还是叙事？</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谁会终结AI牛市，仓位还是叙事？\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\">2026-05-14 10:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>美股过去六周的涨势已是70年来最强之一，机械性资金接近满仓做多。而3月以来涨幅近40%由半导体板块单独贡献，没有AI这个市场表现将归于平庸。但这轮牛市面临两大风险：一是技术性的仓位过度拥挤，二是AI叙事能否延续。野村警告，一旦出现“DeepSeek式”冲击，纳斯达克可能触发熔断，半导体ETF单日或跌15%。</p></blockquote><p style=\"text-align: left;\">市场涨得越猛，下跌的理由就越难找——但风险并没有消失，只是藏得更深了。</p><p style=\"text-align: left;\">5月14日，彭博市场分析师Jon-Patrick Barnert发文指出，当前美股涨势已明显拉升，但做空的成本与时机依然难以把握。更棘手的是，现在连"最该做空的理由是什么"都变得模糊起来。</p><p style=\"text-align: left;\">这轮行情的核心矛盾是：<strong>仓位已经极度拥挤，但基本面叙事——尤其是AI——仍在支撑市场情绪。两者之间，谁会先崩？</strong></p><h2 id=\"id_1710647798\" style=\"text-align: left;\">仓位：市场已接近“满仓做多”</h2><p style=\"text-align: left;\">从纯粹的价格走势来看，回调信号已经相当明显。</p><p style=\"text-align: left;\"><strong>标普500指数过去六周的连涨，不仅是70多年来持续时间最长的上涨行情之一，涨幅也属于历史最强之列。Barnert表示，"喘口气"对这个市场来说再正常不过。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef64985a2b8587c2e5dcaf2de4e6419f\" tg-width=\"697\" tg-height=\"645\"/></p><p style=\"text-align: left;\">高盛风险偏好指标（Risk Appetite Indicator）已重新升至1，这是年初以来首次。<strong>该指标超过1的情况极为罕见，历史上往往预示着潜在回调。</strong>上一次突破这一阈值是在2021年，随后市场进入熊市。</p><p style=\"text-align: left;\">从最热门的主题股来看，Barnert描述这是一个"所有东西都超买"的市场，部分最热门板块的超买程度已达极端水平。<strong>叠加机械性资金流入——目前看起来已处于或接近最大做多仓位——整体画面是：上行空间有限，仓位重置的潜在压力巨大。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3db9ca882b6b80ab4dfb6ff19c18227a\" tg-width=\"775\" tg-height=\"883\"/></p><p style=\"text-align: left;\">但做空并不容易。Barnert指出，仓位调整可能在单日内完成，让空头交易的进出时机极难把握。而如果市场选择"慢慢跌"，波动率仓位则会在温和环境中悄然失效。更有可能的情形是：整体情绪依然偏多，一旦空头被迫回补，反而触发新一轮轧空行情，涨得比任何人预期的都快。</p><p style=\"text-align: left;\">部分热门ETF的资金流向已开始出现微妙变化——倾向于"锁定收益"而非"追高"。但Barnert也坦承，这一趋势已持续数周，目前尚未对市场走势产生实质影响。</p><h2 id=\"id_1417574524\" style=\"text-align: left;\">叙事：没有AI，大盘什么都不是</h2><p style=\"text-align: left;\">如果说仓位是技术层面的隐患，那叙事层面目前看起来反而更稳固。</p><p style=\"text-align: left;\">Barnert指出，当前缺乏触发基本面熊市的明确信号。企业盈利保持强劲，通胀预期略有上升但未达极端水平。市场已消化了油价高企和中东局势的冲击，最新美国就业数据也缓解了衰退担忧。至于加息预期，早已不再是压制股市的催化剂。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8d6d13b06ab4059a50b2131e0174771\" tg-width=\"712\" tg-height=\"514\"/></p><p style=\"text-align: left;\">但有一个问题不容忽视：这轮行情的集中度，已经高度集中在"集中度本身"之上。</p><p style=\"text-align: left;\">Barnert指出，无论是对比含AI与不含AI的指数表现，还是拆解3月以来涨幅的贡献来源，结论都指向同一个方向：<strong>没有AI，这个市场的表现只能用"平庸"来形容。</strong> 更值得注意的是，<strong>半导体板块单独贡献了3月以来涨幅的近40%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee4f13e1ce89bd4d22725ec0826628b1\" tg-width=\"715\" tg-height=\"506\"/></p><p style=\"text-align: left;\">围绕AI的市场叙事，已再度进入"贪婪模式"，而非理性追求合理回报的阶段。几个月前还被热议的担忧——AI算力成本能否被裁员节省所覆盖、数据中心能源供应瓶颈、AI定价战侵蚀利润率、新竞争者以更低成本颠覆现有格局、资本开支大幅增长而股票回购停滞、AI安全隐患——如今似乎已被市场集体遗忘。</p><h2 id=\"id_954243156\" style=\"text-align: left;\">“DeepSeek时刻”重演的风险</h2><p style=\"text-align: left;\">野村证券策略师Charlie McElligott对此发出了最直接的警告。</p><p style=\"text-align: left;\">他表示："考虑到当前的市场结构和主题高度重叠，一旦某天出现另一个全面爆发的'DeepSeek式'冲击催化剂，很可能直接触发纳斯达克一级熔断（limit-down）式的交易。"</p><p style=\"text-align: left;\"><strong>McElligott进一步指出，在这种情景下，半导体ETF单日跌幅可能轻松达到15%——因为"假设中的反身性机械资金流逆转，将形成大规模超调式下跌"。</strong></p><p style=\"text-align: left;\">换句话说，正是那些在上涨过程中不断追加买入的机械性资金（如CTA策略、风险平价基金等），一旦触发反转，反而会成为加速下跌的放大器。</p><p style=\"text-align: left;\">这轮AI牛市面临的两大风险，一个是技术性的（仓位过度拥挤），一个是叙事性的（AI故事能否持续）。前者随时可能触发，后者一旦破裂则冲击更深。两者叠加，构成了当前市场最值得警惕的结构性脆弱。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{".SPX":"S&P 500 Index","NDX":"纳斯达克100指数","SQQQ":"纳指三倍做空ETF","SPDN":"Direxion Daily S&P 500 Bear 1X Shares","SPYH":"Neos S&P 500 Hedged Equity Income ETF","NAPR":"Innovator Growth-100 Power Buffer ETF - April","MMAX":"iShares Large Cap Max Buffer Mar ETF","DDM":"2倍做多道指ETF-ProShares","SPXS":"三倍做空标普500ETF-Direxion","QQQ":"纳指100ETF","UPRO":"三倍做多标普500ETF-ProShares","QMAR":"FT Vest Nasdaq-100 Buffer ETF - March","SPXU":"三倍做空标普500ETF-ProShares","DMAX":"ISHARES LARGE CAP MAX BUFFER DEC ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SH":"做空标普500-Proshares","NJAN":"Innovator Growth-100 Power Buffer ETF - January","AGIX":"通用人工智能 ETF-AGIX","SPXL":"三倍做多标普500ETF-Direxion","ARTY":"ISHARES FUTURE AI & TECH ETF","SDOW":"三倍做空道指30ETF-ProShares","DOG":"道指ETF-ProShares做空","SPUU":"Direxion Daily S&P 500 Bull 2x Shares","NJUL":"Innovator Growth-100 Power Buffer ETF - July","QQQX":"Nuveen NASDAQ 100 Dynamic Overwrite","TQQQ":"纳指三倍做多ETF","QDEC":"FT Vest Nasdaq-100 Buffer ETF - December","SSO":"2倍做多标普500ETF-ProShares","TQQY":"GraniteShares YieldBOOST QQQ ETF","QID":"两倍做空纳斯达克指数ETF-ProShares","SPYU":"MAX S&P 500 4X Leveraged ETN","UDOW":"三倍做多道指30ETF-ProShares","SPY":"标普500ETF","DIA":"道琼斯ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","HIBL":"Direxion Daily S&P 500 High Beta Bull 3X Shares","SDS":"两倍做空标普500 ETF-ProShares","SMAX":"ISHARES LARGE CAP MAX BUFFER SEP ETF","GPIQ":"GOLDMAN SACHS NASDAQ 100 CORE PREMIUM INCOME ETF","SPYQ":"2倍做多SPY Quarterly ETF-Tradr","NOCT":"Innovator Growth-100 Power Buffer ETF - October",".DJI":"道琼斯","DXD":"两倍做空道琼30指数ETF-ProShares","AIPO":"Defiance AI and Power Infrastructure ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","SPYM":"投资组合标普500指数ETF-SPDR","QQQM":"NASDAQ100指数ETF-Invesco","IVV":"标普500ETF-iShares",".IXIC":"NASDAQ Composite","YSPY":"GraniteShares YieldBOOST SPY ETF","VOO":"Vanguard标普500ETF"},"source_url":"https://wallstreetcn.com/articles/3772239","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2635276390","content_text":"美股过去六周的涨势已是70年来最强之一，机械性资金接近满仓做多。而3月以来涨幅近40%由半导体板块单独贡献，没有AI这个市场表现将归于平庸。但这轮牛市面临两大风险：一是技术性的仓位过度拥挤，二是AI叙事能否延续。野村警告，一旦出现“DeepSeek式”冲击，纳斯达克可能触发熔断，半导体ETF单日或跌15%。市场涨得越猛，下跌的理由就越难找——但风险并没有消失，只是藏得更深了。5月14日，彭博市场分析师Jon-Patrick Barnert发文指出，当前美股涨势已明显拉升，但做空的成本与时机依然难以把握。更棘手的是，现在连\"最该做空的理由是什么\"都变得模糊起来。这轮行情的核心矛盾是：仓位已经极度拥挤，但基本面叙事——尤其是AI——仍在支撑市场情绪。两者之间，谁会先崩？仓位：市场已接近“满仓做多”从纯粹的价格走势来看，回调信号已经相当明显。标普500指数过去六周的连涨，不仅是70多年来持续时间最长的上涨行情之一，涨幅也属于历史最强之列。Barnert表示，\"喘口气\"对这个市场来说再正常不过。高盛风险偏好指标（Risk Appetite Indicator）已重新升至1，这是年初以来首次。该指标超过1的情况极为罕见，历史上往往预示着潜在回调。上一次突破这一阈值是在2021年，随后市场进入熊市。从最热门的主题股来看，Barnert描述这是一个\"所有东西都超买\"的市场，部分最热门板块的超买程度已达极端水平。叠加机械性资金流入——目前看起来已处于或接近最大做多仓位——整体画面是：上行空间有限，仓位重置的潜在压力巨大。但做空并不容易。Barnert指出，仓位调整可能在单日内完成，让空头交易的进出时机极难把握。而如果市场选择\"慢慢跌\"，波动率仓位则会在温和环境中悄然失效。更有可能的情形是：整体情绪依然偏多，一旦空头被迫回补，反而触发新一轮轧空行情，涨得比任何人预期的都快。部分热门ETF的资金流向已开始出现微妙变化——倾向于\"锁定收益\"而非\"追高\"。但Barnert也坦承，这一趋势已持续数周，目前尚未对市场走势产生实质影响。叙事：没有AI，大盘什么都不是如果说仓位是技术层面的隐患，那叙事层面目前看起来反而更稳固。Barnert指出，当前缺乏触发基本面熊市的明确信号。企业盈利保持强劲，通胀预期略有上升但未达极端水平。市场已消化了油价高企和中东局势的冲击，最新美国就业数据也缓解了衰退担忧。至于加息预期，早已不再是压制股市的催化剂。但有一个问题不容忽视：这轮行情的集中度，已经高度集中在\"集中度本身\"之上。Barnert指出，无论是对比含AI与不含AI的指数表现，还是拆解3月以来涨幅的贡献来源，结论都指向同一个方向：没有AI，这个市场的表现只能用\"平庸\"来形容。 更值得注意的是，半导体板块单独贡献了3月以来涨幅的近40%。围绕AI的市场叙事，已再度进入\"贪婪模式\"，而非理性追求合理回报的阶段。几个月前还被热议的担忧——AI算力成本能否被裁员节省所覆盖、数据中心能源供应瓶颈、AI定价战侵蚀利润率、新竞争者以更低成本颠覆现有格局、资本开支大幅增长而股票回购停滞、AI安全隐患——如今似乎已被市场集体遗忘。“DeepSeek时刻”重演的风险野村证券策略师Charlie McElligott对此发出了最直接的警告。他表示：\"考虑到当前的市场结构和主题高度重叠，一旦某天出现另一个全面爆发的'DeepSeek式'冲击催化剂，很可能直接触发纳斯达克一级熔断（limit-down）式的交易。\"McElligott进一步指出，在这种情景下，半导体ETF单日跌幅可能轻松达到15%——因为\"假设中的反身性机械资金流逆转，将形成大规模超调式下跌\"。换句话说，正是那些在上涨过程中不断追加买入的机械性资金（如CTA策略、风险平价基金等），一旦触发反转，反而会成为加速下跌的放大器。这轮AI牛市面临的两大风险，一个是技术性的（仓位过度拥挤），一个是叙事性的（AI故事能否持续）。前者随时可能触发，后者一旦破裂则冲击更深。两者叠加，构成了当前市场最值得警惕的结构性脆弱。","news_type":1,"symbols_score_info":{"NDX":2,"QQQX":0.6,"TQQY":0.6,"HIBL":0.6,"UDOW":0.6,"DMAX":0.6,"YSPY":0.6,"QDEC":0.6,".DJI":2,"VOO":0.6,"QLD":0.6,"QQQM":0.6,"GPIQ":0.6,"SPXL":0.6,"SH":0.6,"NJUL":0.6,"IVV":0.6,"DDM":0.6,"DOG":0.6,"QID":0.6,"QQQ":0.6,"SPDN":0.6,"SPYH":0.6,"UPRO":0.6,"QMAR":0.6,"SPXS":0.6,"SPYU":0.6,"NJAN":0.6,"DXD":0.6,"SPYM":0.6,"CHAT":1.5,"SDS":0.6,"AGIX":1.5,".IXIC":2,"SPYQ":0.6,"SMAX":0.6,"SPXU":0.6,"SPUU":0.6,"AIPO":1.5,"NAPR":0.6,"SSO":0.6,"DIA":0.6,"ARTY":1.5,"SPY":0.6,"PSQ":0.6,"SQQQ":0.6,"MMAX":0.6,"SDOW":0.6,"TQQQ":0.6,".SPX":2,"NOCT":0.6}},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/e27d4b46eee1454d2bd4f83bb56ab921","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"3498680662745699","idStr":"3498680662745699"},"content":"美股真正尿崩很多时候都是黑天鹅或者灰犀牛一触即崩，慢慢调整的反而跌不下来多少一般也就10%","text":"美股真正尿崩很多时候都是黑天鹅或者灰犀牛一触即崩，慢慢调整的反而跌不下来多少一般也就10%","html":"美股真正尿崩很多时候都是黑天鹅或者灰犀牛一触即崩，慢慢调整的反而跌不下来多少一般也就10%"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554567030473680,"gmtCreate":1776426909664,"gmtModify":1776432061482,"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"天赐美金我照单全收","avatar":"https://static.tigerbbs.com/f02f168ddba4569baf461701fa8e5fe3","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182346424956632","idStr":"4182346424956632"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/RR\">$Richtech Robotics(RR)$ </a> 垃圾股起不来","listText":"<a href=\"https://laohu8.com/S/RR\">$Richtech Robotics(RR)$ </a> 垃圾股起不来","text":"$Richtech Robotics(RR)$ 垃圾股起不来","images":[{"img":"https://static.tigerbbs.com/ad905b502b8a97b931a4f7eec218a3a3","width":"933","height":"1543"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554567030473680","isVote":1,"tweetType":1,"viewCount":723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":552833428944728,"gmtCreate":1776003736620,"gmtModify":1776003739273,"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"天赐美金我照单全收","avatar":"https://static.tigerbbs.com/f02f168ddba4569baf461701fa8e5fe3","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182346424956632","idStr":"4182346424956632"},"themes":[],"title":"","htmlText":"明天可能又不是这样说了，哈哈哈哈","listText":"明天可能又不是这样说了，哈哈哈哈","text":"明天可能又不是这样说了，哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/552833428944728","repostId":"1161502736","repostType":2,"repost":{"id":"1161502736","kind":"news","pubTimestamp":1775999819,"share":"https://www.laohu8.com/m/news/1161502736?lang=zh_CN&edition=full","pubTime":"2026-04-12 21:16","market":"us","language":"zh","title":"特朗普称除核问题外，美伊就“大多数问题达成一致”","url":"https://stock-news.laohu8.com/highlight/detail?id=1161502736","media":"央视新闻","summary":"当地时间4月12日，美国总统特朗普在社交平台发文称，美伊会谈就“大多数问题已达成一致”，但在“核问题”这一关键问题上未能达成一致。特朗普说，美方已就相关会谈情况听取汇报，会谈持续约20小时，但伊朗“不愿放弃其核野心”。特朗普称，美方将继续推动谈判，但同时已“全面做好准备”。他再次表示，伊朗“绝不会拥有核武器”。（央视新闻）","content":"<html><head></head><body><p style=\"text-align: justify;\">当地时间4月12日，美国总统特朗普在社交平台发文称，美伊会谈就“大多数问题已达成一致”，但在“核问题”这一关键问题上未能达成一致。</p><p style=\"text-align: justify;\">特朗普说，美方已就相关会谈情况听取汇报，会谈持续约20小时。特朗普称，美方将继续推动谈判，但同时已“全面做好准备”。他再次表示，伊朗“绝不会拥有核武器”。</p></body></html>","source":"lsy1568181200495","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\" 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普称除核问题外，美伊就“大多数问题达成一致”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-12 21:16 北京时间 <a href=https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=5834789489896644668&channelId=1215><strong>央视新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当地时间4月12日，美国总统特朗普在社交平台发文称，美伊会谈就“大多数问题已达成一致”，但在“核问题”这一关键问题上未能达成一致。特朗普说，美方已就相关会谈情况听取汇报，会谈持续约20小时。特朗普称，美方将继续推动谈判，但同时已“全面做好准备”。他再次表示，伊朗“绝不会拥有核武器”。</p>\n\n<a href=\"https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=5834789489896644668&channelId=1215\">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/627bc890436e46f74a0fe8143398a725","relate_stocks":{},"source_url":"https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=5834789489896644668&channelId=1215","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161502736","content_text":"当地时间4月12日，美国总统特朗普在社交平台发文称，美伊会谈就“大多数问题已达成一致”，但在“核问题”这一关键问题上未能达成一致。特朗普说，美方已就相关会谈情况听取汇报，会谈持续约20小时。特朗普称，美方将继续推动谈判，但同时已“全面做好准备”。他再次表示，伊朗“绝不会拥有核武器”。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551349682681064,"gmtCreate":1775628694534,"gmtModify":1775628699030,"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"天赐美金我照单全收","avatar":"https://static.tigerbbs.com/f02f168ddba4569baf461701fa8e5fe3","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182346424956632","idStr":"4182346424956632"},"themes":[],"title":"","htmlText":"停火止战发财了吗？","listText":"停火止战发财了吗？","text":"停火止战发财了吗？","images":[{"img":"https://static.tigerbbs.com/6dc51a2d8ef82f14e5790fe4aba5db2d","width":"933","height":"1483"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551349682681064","isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":533972297056408,"gmtCreate":1771385299700,"gmtModify":1771385301993,"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"天赐美金我照单全收","avatar":"https://static.tigerbbs.com/f02f168ddba4569baf461701fa8e5fe3","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182346424956632","idStr":"4182346424956632"},"themes":[],"title":"","htmlText":"还真的是，最近几年的面相没有之前的好看，慢慢好像有点狰狞又不是，无法形容","listText":"还真的是，最近几年的面相没有之前的好看，慢慢好像有点狰狞又不是，无法形容","text":"还真的是，最近几年的面相没有之前的好看，慢慢好像有点狰狞又不是，无法形容","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/533972297056408","repostId":"2612049231","repostType":2,"repost":{"id":"2612049231","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":1771379884,"share":"https://www.laohu8.com/m/news/2612049231?lang=zh_CN&edition=full","pubTime":"2026-02-18 09:58","market":"nz","language":"zh","title":"段永平试水“AI交易”：卖苹果加仓英伟达，“新入”CoreWeave、Credo和Tempus","url":"https://stock-news.laohu8.com/highlight/detail?id=2612049231","media":"华尔街见闻","summary":"段永平Q4共增持了六只股票，其中增持幅度最大的是英伟达，增持幅度第二大的股票是伯克希尔哈撒韦；同时，段永平也减持了五只股票，减持幅度最大的是苹果。","content":"<html><head></head><body><blockquote><p>CoreWeave专门搭建高性能GPU集群，把算力租给AI公司和企业客户；如果说GPU是心脏，Credo提供的高速互联芯片和光模块就是血管，跟AI服务器迭代高度绑定；Tempus则致力于将AI应用于精准医疗，尤其是肿瘤领域。</p></blockquote><p style=\"text-align: justify;\"><strong>在大幅减持第一大重仓股苹果的同时，知名投资人段永平在Q4将英伟达仓位狂拉逾11倍，并轻仓“试水”三家极具代表性的AI垂直领域公司。</strong></p><p style=\"text-align: justify;\"><strong>数据显示，段永平Q4共增持了六只股票，其中增持幅度最大的是英伟达，增持幅度第二大的股票是伯克希尔哈撒韦；同时，段永平也减持了五只股票，减持幅度最大的是苹果。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/392545a009bcf09f2c078f8e9d1b3126\" tg-width=\"1024\" tg-height=\"438\"/></p><p style=\"text-align: justify;\">这位曾以重仓网易、茅台、苹果著称的价值投资大佬，正在用真金白银完成对人工智能时代的深度建仓。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4bcdb4f5cee5eaa6c20ba310989a7845\" tg-width=\"1024\" tg-height=\"318\"/></p><h2 id=\"id_790947635\">“狂加”英伟达、“新入”CoreWeave、Credo和Tempus</h2><p style=\"text-align: justify;\"><strong>文件显示，段永平在Q4一口气增持了663.93万股英伟达，持仓数量激增1110.62%</strong>，总持股数达到723.71万股，持仓市值跃升至13.5亿美元，将英伟达直接推升至其组合的第三大重仓股（占比7.72%）。</p><p style=\"text-align: justify;\">在重注“卖水人”英伟达之外，段永平还开仓了三家“新面孔”。虽然合计仓位占比仅约0.28%，但选股逻辑极为老辣，精准覆盖了AI产业链的算力、连接与应用三个关键节点：</p><ul style=\"\"><li><p style=\"text-align: justify;\"><strong>CoreWeave：算力租赁的“包租公”</strong><br/>新进29.99万股。在所有巨头都在争抢GPU的当下，CoreWeave专门搭建高性能GPU集群，把算力租给AI公司和企业客户。这是一家典型的“卖铲子”公司，虽然面临重资产、高折旧的财务压力，但在算力紧缺周期内拥有极强的议价权。</p></li><li><p style=\"text-align: justify;\"><strong>Credo Technology ：数据中心的“高速公路”</strong><br/>新进14.13万股。如果说GPU是心脏，Credo提供的高速互联芯片和光模块就是血管。AI服务器集群对数据传输速度要求极高，段永平此举意在押注数据中心升级带来的确定性增量，这是一种与AI服务器迭代高度绑定的“伴生性投资”。</p></li><li><p style=\"text-align: justify;\"><strong>Tempus AI：AI医疗的“落地实验”</strong><br/>新进11万股。不同于前两者的硬件属性，Tempus致力于将AI应用于精准医疗，尤其是肿瘤领域。这是段永平在AI垂直应用层的尝试。不过，医疗行业监管严、周期长，虽然这代表了AI从“算力”向“生产力”转化的终极方向，但盈利能力仍在验证阶段，更像是一场耐力赛。</p></li></ul><h2 id=\"id_1651169234\">减持苹果，增持伯克希尔</h2><p style=\"text-align: justify;\">在进攻AI的同时，段永平也对传统的“压舱石”进行了显著的再平衡。</p><p style=\"text-align: justify;\">Q4，苹果依然是其头号重仓股，持仓市值高达87.97亿美元，占比50.3%。<strong>然而，Q4期间他减持了247.06万股苹果，减持幅度达7.09%。</strong>这一动作可能源于对单一标的持仓过重的风险控制，也可能是为了腾挪资金加码AI。</p><p style=\"text-align: justify;\">与此同时，作为防御性资产的<strong>伯克希尔B </strong>获得了大幅增持。段永平买入近198.5万股，增持幅度达38.24%，使其稳居第二大重仓股（占比20.63%）。这种“左手科技成长，右手价值防御”的结构，依然是其投资组合的基石。</p><p style=\"text-align: justify;\">此外，段永平还增持了<strong>谷歌、拼多多</strong>，并大幅减持了光刻机巨头<strong>阿斯麦</strong>（减持幅度87.63%），显示出他对不同科技巨头未来增长潜力的判断出现了分化。</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>段永平试水“AI交易”：卖苹果加仓英伟达，“新入”CoreWeave、Credo和Tempus</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段永平试水“AI交易”：卖苹果加仓英伟达，“新入”CoreWeave、Credo和Tempus\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\">2026-02-18 09:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>CoreWeave专门搭建高性能GPU集群，把算力租给AI公司和企业客户；如果说GPU是心脏，Credo提供的高速互联芯片和光模块就是血管，跟AI服务器迭代高度绑定；Tempus则致力于将AI应用于精准医疗，尤其是肿瘤领域。</p></blockquote><p style=\"text-align: justify;\"><strong>在大幅减持第一大重仓股苹果的同时，知名投资人段永平在Q4将英伟达仓位狂拉逾11倍，并轻仓“试水”三家极具代表性的AI垂直领域公司。</strong></p><p style=\"text-align: justify;\"><strong>数据显示，段永平Q4共增持了六只股票，其中增持幅度最大的是英伟达，增持幅度第二大的股票是伯克希尔哈撒韦；同时，段永平也减持了五只股票，减持幅度最大的是苹果。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/392545a009bcf09f2c078f8e9d1b3126\" tg-width=\"1024\" tg-height=\"438\"/></p><p style=\"text-align: justify;\">这位曾以重仓网易、茅台、苹果著称的价值投资大佬，正在用真金白银完成对人工智能时代的深度建仓。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4bcdb4f5cee5eaa6c20ba310989a7845\" tg-width=\"1024\" tg-height=\"318\"/></p><h2 id=\"id_790947635\">“狂加”英伟达、“新入”CoreWeave、Credo和Tempus</h2><p style=\"text-align: justify;\"><strong>文件显示，段永平在Q4一口气增持了663.93万股英伟达，持仓数量激增1110.62%</strong>，总持股数达到723.71万股，持仓市值跃升至13.5亿美元，将英伟达直接推升至其组合的第三大重仓股（占比7.72%）。</p><p style=\"text-align: justify;\">在重注“卖水人”英伟达之外，段永平还开仓了三家“新面孔”。虽然合计仓位占比仅约0.28%，但选股逻辑极为老辣，精准覆盖了AI产业链的算力、连接与应用三个关键节点：</p><ul style=\"\"><li><p style=\"text-align: justify;\"><strong>CoreWeave：算力租赁的“包租公”</strong><br/>新进29.99万股。在所有巨头都在争抢GPU的当下，CoreWeave专门搭建高性能GPU集群，把算力租给AI公司和企业客户。这是一家典型的“卖铲子”公司，虽然面临重资产、高折旧的财务压力，但在算力紧缺周期内拥有极强的议价权。</p></li><li><p style=\"text-align: justify;\"><strong>Credo Technology ：数据中心的“高速公路”</strong><br/>新进14.13万股。如果说GPU是心脏，Credo提供的高速互联芯片和光模块就是血管。AI服务器集群对数据传输速度要求极高，段永平此举意在押注数据中心升级带来的确定性增量，这是一种与AI服务器迭代高度绑定的“伴生性投资”。</p></li><li><p style=\"text-align: justify;\"><strong>Tempus AI：AI医疗的“落地实验”</strong><br/>新进11万股。不同于前两者的硬件属性，Tempus致力于将AI应用于精准医疗，尤其是肿瘤领域。这是段永平在AI垂直应用层的尝试。不过，医疗行业监管严、周期长，虽然这代表了AI从“算力”向“生产力”转化的终极方向，但盈利能力仍在验证阶段，更像是一场耐力赛。</p></li></ul><h2 id=\"id_1651169234\">减持苹果，增持伯克希尔</h2><p style=\"text-align: justify;\">在进攻AI的同时，段永平也对传统的“压舱石”进行了显著的再平衡。</p><p style=\"text-align: justify;\">Q4，苹果依然是其头号重仓股，持仓市值高达87.97亿美元，占比50.3%。<strong>然而，Q4期间他减持了247.06万股苹果，减持幅度达7.09%。</strong>这一动作可能源于对单一标的持仓过重的风险控制，也可能是为了腾挪资金加码AI。</p><p style=\"text-align: justify;\">与此同时，作为防御性资产的<strong>伯克希尔B </strong>获得了大幅增持。段永平买入近198.5万股，增持幅度达38.24%，使其稳居第二大重仓股（占比20.63%）。这种“左手科技成长，右手价值防御”的结构，依然是其投资组合的基石。</p><p style=\"text-align: justify;\">此外，段永平还增持了<strong>谷歌、拼多多</strong>，并大幅减持了光刻机巨头<strong>阿斯麦</strong>（减持幅度87.63%），显示出他对不同科技巨头未来增长潜力的判断出现了分化。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6f8fa40fbf2bafa712e6587729f3ea91","relate_stocks":{"BK4551":"寇图资本持仓","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2505996681.GBP":"WELLINGTON 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SGD"},"source_url":"https://wallstreetcn.com/articles/3765830","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2612049231","content_text":"CoreWeave专门搭建高性能GPU集群，把算力租给AI公司和企业客户；如果说GPU是心脏，Credo提供的高速互联芯片和光模块就是血管，跟AI服务器迭代高度绑定；Tempus则致力于将AI应用于精准医疗，尤其是肿瘤领域。在大幅减持第一大重仓股苹果的同时，知名投资人段永平在Q4将英伟达仓位狂拉逾11倍，并轻仓“试水”三家极具代表性的AI垂直领域公司。数据显示，段永平Q4共增持了六只股票，其中增持幅度最大的是英伟达，增持幅度第二大的股票是伯克希尔哈撒韦；同时，段永平也减持了五只股票，减持幅度最大的是苹果。这位曾以重仓网易、茅台、苹果著称的价值投资大佬，正在用真金白银完成对人工智能时代的深度建仓。“狂加”英伟达、“新入”CoreWeave、Credo和Tempus文件显示，段永平在Q4一口气增持了663.93万股英伟达，持仓数量激增1110.62%，总持股数达到723.71万股，持仓市值跃升至13.5亿美元，将英伟达直接推升至其组合的第三大重仓股（占比7.72%）。在重注“卖水人”英伟达之外，段永平还开仓了三家“新面孔”。虽然合计仓位占比仅约0.28%，但选股逻辑极为老辣，精准覆盖了AI产业链的算力、连接与应用三个关键节点：CoreWeave：算力租赁的“包租公”新进29.99万股。在所有巨头都在争抢GPU的当下，CoreWeave专门搭建高性能GPU集群，把算力租给AI公司和企业客户。这是一家典型的“卖铲子”公司，虽然面临重资产、高折旧的财务压力，但在算力紧缺周期内拥有极强的议价权。Credo Technology 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获得了大幅增持。段永平买入近198.5万股，增持幅度达38.24%，使其稳居第二大重仓股（占比20.63%）。这种“左手科技成长，右手价值防御”的结构，依然是其投资组合的基石。此外，段永平还增持了谷歌、拼多多，并大幅减持了光刻机巨头阿斯麦（减持幅度87.63%），显示出他对不同科技巨头未来增长潜力的判断出现了分化。","news_type":1,"symbols_score_info":{"NVII":0.6,"AAPY":0.6,"CORD":0.6,"CRWU":0.6,"NVDS.UK":0.6,"AAPD":0.6,"3NVD.UK":0.6,"NVDY":0.6,"NVDA":1.95,"AAPB":0.6,"NVDG":0.6,"AAPU":0.6,"NVDQ":0.6,"NVDS":0.6,"CRWD":1.87,"CWVX":0.6,"NVDX":0.6,"NVDU":0.6,"CRWG":0.6,"NVDW":0.6,"AAPX":0.6,"NVD3.UK":0.6,"DIPS":0.6,"NVD":0.6,"AAPW":0.6,"SNVD.UK":0.6,"2NVD.UK":0.6,"NVIW.SI":0.6,"NVD2.UK":0.6,"NVDD":0.6,"APLY":0.6,"MACW.SI":0.6,"AAPL":1.91}},"isVote":1,"tweetType":1,"viewCount":1026,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556223833274629","authorId":"3556223833274629","name":"老山古","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3556223833274629","idStr":"3556223833274629"},"content":"面相西化了，虽然有钱，但牢A说的：还是不能融入大鱿鱼🦑人脉圈。","text":"面相西化了，虽然有钱，但牢A说的：还是不能融入大鱿鱼🦑人脉圈。","html":"面相西化了，虽然有钱，但牢A说的：还是不能融入大鱿鱼🦑人脉圈。"},{"author":{"id":"3556223833274629","authorId":"3556223833274629","name":"老山古","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3556223833274629","idStr":"3556223833274629"},"content":"西大不是有钱就能拿到人脉资源，特别是其他人种。","text":"西大不是有钱就能拿到人脉资源，特别是其他人种。","html":"西大不是有钱就能拿到人脉资源，特别是其他人种。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512681910813288,"gmtCreate":1766193445791,"gmtModify":1766193448543,"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"天赐美金我照单全收","avatar":"https://static.tigerbbs.com/f02f168ddba4569baf461701fa8e5fe3","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182346424956632","idStr":"4182346424956632"},"themes":[],"title":"","htmlText":"流动性都是靠自己买，别人买不买没关系，自己公司自己买","listText":"流动性都是靠自己买，别人买不买没关系，自己公司自己买","text":"流动性都是靠自己买，别人买不买没关系，自己公司自己买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/512681910813288","isVote":1,"tweetType":1,"viewCount":2037,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000451","authorId":"9000000000000451","name":"NoraPoe","avatar":"https://static.tigerbbs.com/cccd4273a22d9caf92280ebf070d0557","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000451","idStr":"9000000000000451"},"content":"自己动手，丰衣足食，买就完事了！","text":"自己动手，丰衣足食，买就完事了！","html":"自己动手，丰衣足食，买就完事了！"},{"author":{"id":"3479274717122482","authorId":"3479274717122482","name":"PUSHo","avatar":"https://static.laohu8.com/picture49","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274717122482","idStr":"3479274717122482"},"content":"自家资金撑盘，确实硬气！","text":"自家资金撑盘，确实硬气！","html":"自家资金撑盘，确实硬气！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461590922936728,"gmtCreate":1753711942958,"gmtModify":1753711946973,"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"天赐美金我照单全收","avatar":"https://static.tigerbbs.com/f02f168ddba4569baf461701fa8e5fe3","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182346424956632","idStr":"4182346424956632"},"themes":[],"title":"","htmlText":"没有买单，翻倍怎么清仓呢？买单0.05，卖单0.2，能成交吗？还是等到期[开心] [开心] [开心] [开心] [开心] [开心] [开心] ","listText":"没有买单，翻倍怎么清仓呢？买单0.05，卖单0.2，能成交吗？还是等到期[开心] [开心] [开心] [开心] [开心] [开心] [开心] ","text":"没有买单，翻倍怎么清仓呢？买单0.05，卖单0.2，能成交吗？还是等到期[开心] [开心] [开心] [开心] [开心] [开心] [开心]","images":[{"img":"https://static.tigerbbs.com/6a6531a0c7ebbdccd616257374be99f0"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461590922936728","repostId":"1168137545","repostType":2,"repost":{"id":"1168137545","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":1753685951,"share":"https://www.laohu8.com/m/news/1168137545?lang=zh_CN&edition=full","pubTime":"2025-07-28 14:59","market":"us","language":"zh","title":"期权大单 | 英特尔绩后跌超8%，宣布裁员及暂停欧洲建厂，相关看跌期权涨幅翻倍","url":"https://stock-news.laohu8.com/highlight/detail?id=1168137545","media":"老虎资讯综合","summary":"数据来源：老虎国际期权市场总成交量53,677,338张合约，成交量高于90日平均，其中看涨期权占比升至60%。数据来源：Market Chameleon三、异动观察数据来源：Market Chameleon昨日，$英特尔$绩后跌超8%，期权合约成交较90日平均上涨3.5倍达1,241,585张。同时，英特尔将放缓俄亥俄州工厂建设、暂停欧洲工厂计划，并整合部分封装业务，战略转向根据需求建设产能。此外多张行权价5美元的看跌期权涨幅翻倍。其中7月25日到期的2.5美元看涨期权交易量较高，共有107,759份合约交易。","content":"<html><head></head><body><p><strong>一、市场概览 （7月25日）</strong></p><p>上周五（7月25日），三大指数集体上涨，道琼斯指数收盘上涨208.01点，涨幅0.47%，报44901.92点；标普500指数收盘上涨25.29点，涨幅0.40%，报6388.64点；纳斯达克综合指数收盘上涨50.36点，涨幅0.24%，报21108.32点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce0d3a321bbd7232a2632976989ff4cd\" alt=\"数据来源：老虎国际\" title=\"数据来源：老虎国际\" tg-width=\"931\" tg-height=\"336\"/><span>数据来源：老虎国际</span></p><p> 期权市场总成交量53,677,338张合约，成交量高于90日平均，其中看涨期权占比升至60%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a23a26e8456d17d1ce5cf6ca66bd4f80\" alt=\"数据来源：Market Chameleon\" title=\"数据来源：Market Chameleon\" tg-width=\"1506\" tg-height=\"360\"/><span>数据来源：Market Chameleon</span></p><p>二、<strong>期权成交总量TOP10</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/024c1c02bf62e5807d5932d186189f15\" alt=\"数据来源：老虎国际\" title=\"数据来源：老虎国际\" tg-width=\"1080\" tg-height=\"2062\"/><span>数据来源：老虎国际</span></p><p>昨日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>上涨3.5<strong>%，期权合约成交量541.94万张。</strong>7月25日到期的315美元<strong>看涨期权</strong>交易量较高，共有424,917份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fb88339500ef00ede02f74277258e7b\" alt=\"数据来源：Market Chameleon\" title=\"数据来源：Market Chameleon\" tg-width=\"1240\" tg-height=\"284\"/><span>数据来源：Market Chameleon</span></p><p>昨日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>微跌0.14<strong>%，期权合约成交301.05万张</strong>。7月25日到期的175美元<strong>看涨期权</strong>交易量较高，共有485,758份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c99c80ef576a9b27cf2cb95ed28aedff\" alt=\" 数据来源：Market Chameleon\" title=\" 数据来源：Market Chameleon\" tg-width=\"1240\" tg-height=\"285\"/><span> 数据来源：Market Chameleon</span></p><p>昨日，<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>涨2.5<strong>%，期权合约成交125.48万张</strong>。其中7月25日到期的160美元<strong>看涨期权</strong>交易量较高，共有173,139份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5cc6340a32efbb3a72d60dad6ae6012\" alt=\"数据来源：Market Chameleon\" title=\"数据来源：Market Chameleon\" tg-width=\"1244\" tg-height=\"282\"/><span>数据来源：Market Chameleon</span></p><p>三、异动观察</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13510097a09a682e7d0bb3eec8915491\" alt=\"数据来源：Market Chameleon\" title=\"数据来源：Market Chameleon\" tg-width=\"1188\" tg-height=\"280\"/><span>数据来源：Market Chameleon</span></p><p>昨日，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>绩后跌超8<strong>%，期权合约成交较90日平均上涨3.5倍达1,241,585张</strong>。其中7月25日到期的25美元<strong>看跌期权</strong>交易量较高，共有45,069份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1312bf11d04fe1c9dc3faa31f8cdaf9\" alt=\" 数据来源：Market Chameleon\" title=\" 数据来源：Market Chameleon\" tg-width=\"1240\" tg-height=\"282\"/><span> 数据来源：Market Chameleon</span></p><p>消息方面： 英特尔CEO陈立武宣布计划在年底前将员工总数从6月底的96,400人削减至75,000人，减少21,400人（较2024年底减少22%），这是公司继2023年、2024年及2025年初多次裁员（2025年至今已裁约24,000人）后的最新举措。此次裁员旨在简化结构、提升效率并聚焦AI和晶圆代工业务。同时，英特尔将放缓俄亥俄州工厂建设、暂停欧洲工厂计划，并整合部分封装业务，战略转向根据需求建设产能。尽管二季度营收129亿美元略超预期，但净亏损29亿美元（含19亿美元重组费），且三季度盈利预期低迷，突显其在增收的同时面临巨大利润压力，未来增长依赖AI、代工业务发展及持续的成本控制。</p><p>此外多张行权价5美元的看跌期权涨幅翻倍。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15ed5d1c4bd1da06a92a50c7d745b3bd\" tg-width=\"599\" tg-height=\"248\"/></p><p>MeMe股<a href=\"https://laohu8.com/S/OPEN\">Opendoor</a>股价涨5%，<strong>期权合约成交较90日平均暴涨5.6倍达732,440张</strong>。其中7月25日到期的2.5美元<strong>看涨期权</strong>交易量较高，共有107,759份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81dd90257a04f4fc0049eb5412be98ef\" alt=\"数据来源：Market Chameleon\" title=\"数据来源：Market Chameleon\" tg-width=\"1238\" tg-height=\"283\"/><span>数据来源：Market Chameleon</span></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>期权大单 | 英特尔绩后跌超8%，宣布裁员及暂停欧洲建厂，相关看跌期权涨幅翻倍</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\">\n期权大单 | 英特尔绩后跌超8%，宣布裁员及暂停欧洲建厂，相关看跌期权涨幅翻倍\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\">2025-07-28 14:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>一、市场概览 （7月25日）</strong></p><p>上周五（7月25日），三大指数集体上涨，道琼斯指数收盘上涨208.01点，涨幅0.47%，报44901.92点；标普500指数收盘上涨25.29点，涨幅0.40%，报6388.64点；纳斯达克综合指数收盘上涨50.36点，涨幅0.24%，报21108.32点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce0d3a321bbd7232a2632976989ff4cd\" alt=\"数据来源：老虎国际\" title=\"数据来源：老虎国际\" tg-width=\"931\" tg-height=\"336\"/><span>数据来源：老虎国际</span></p><p> 期权市场总成交量53,677,338张合约，成交量高于90日平均，其中看涨期权占比升至60%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a23a26e8456d17d1ce5cf6ca66bd4f80\" alt=\"数据来源：Market Chameleon\" title=\"数据来源：Market Chameleon\" tg-width=\"1506\" tg-height=\"360\"/><span>数据来源：Market Chameleon</span></p><p>二、<strong>期权成交总量TOP10</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/024c1c02bf62e5807d5932d186189f15\" alt=\"数据来源：老虎国际\" title=\"数据来源：老虎国际\" tg-width=\"1080\" tg-height=\"2062\"/><span>数据来源：老虎国际</span></p><p>昨日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>上涨3.5<strong>%，期权合约成交量541.94万张。</strong>7月25日到期的315美元<strong>看涨期权</strong>交易量较高，共有424,917份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fb88339500ef00ede02f74277258e7b\" alt=\"数据来源：Market Chameleon\" title=\"数据来源：Market Chameleon\" tg-width=\"1240\" tg-height=\"284\"/><span>数据来源：Market Chameleon</span></p><p>昨日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>微跌0.14<strong>%，期权合约成交301.05万张</strong>。7月25日到期的175美元<strong>看涨期权</strong>交易量较高，共有485,758份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c99c80ef576a9b27cf2cb95ed28aedff\" alt=\" 数据来源：Market Chameleon\" title=\" 数据来源：Market Chameleon\" tg-width=\"1240\" tg-height=\"285\"/><span> 数据来源：Market Chameleon</span></p><p>昨日，<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>涨2.5<strong>%，期权合约成交125.48万张</strong>。其中7月25日到期的160美元<strong>看涨期权</strong>交易量较高，共有173,139份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5cc6340a32efbb3a72d60dad6ae6012\" alt=\"数据来源：Market Chameleon\" title=\"数据来源：Market Chameleon\" tg-width=\"1244\" tg-height=\"282\"/><span>数据来源：Market Chameleon</span></p><p>三、异动观察</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13510097a09a682e7d0bb3eec8915491\" alt=\"数据来源：Market Chameleon\" title=\"数据来源：Market Chameleon\" tg-width=\"1188\" tg-height=\"280\"/><span>数据来源：Market Chameleon</span></p><p>昨日，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>绩后跌超8<strong>%，期权合约成交较90日平均上涨3.5倍达1,241,585张</strong>。其中7月25日到期的25美元<strong>看跌期权</strong>交易量较高，共有45,069份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1312bf11d04fe1c9dc3faa31f8cdaf9\" alt=\" 数据来源：Market Chameleon\" title=\" 数据来源：Market Chameleon\" tg-width=\"1240\" tg-height=\"282\"/><span> 数据来源：Market Chameleon</span></p><p>消息方面： 英特尔CEO陈立武宣布计划在年底前将员工总数从6月底的96,400人削减至75,000人，减少21,400人（较2024年底减少22%），这是公司继2023年、2024年及2025年初多次裁员（2025年至今已裁约24,000人）后的最新举措。此次裁员旨在简化结构、提升效率并聚焦AI和晶圆代工业务。同时，英特尔将放缓俄亥俄州工厂建设、暂停欧洲工厂计划，并整合部分封装业务，战略转向根据需求建设产能。尽管二季度营收129亿美元略超预期，但净亏损29亿美元（含19亿美元重组费），且三季度盈利预期低迷，突显其在增收的同时面临巨大利润压力，未来增长依赖AI、代工业务发展及持续的成本控制。</p><p>此外多张行权价5美元的看跌期权涨幅翻倍。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15ed5d1c4bd1da06a92a50c7d745b3bd\" tg-width=\"599\" tg-height=\"248\"/></p><p>MeMe股<a href=\"https://laohu8.com/S/OPEN\">Opendoor</a>股价涨5%，<strong>期权合约成交较90日平均暴涨5.6倍达732,440张</strong>。其中7月25日到期的2.5美元<strong>看涨期权</strong>交易量较高，共有107,759份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81dd90257a04f4fc0049eb5412be98ef\" alt=\"数据来源：Market Chameleon\" title=\"数据来源：Market Chameleon\" tg-width=\"1238\" tg-height=\"283\"/><span>数据来源：Market Chameleon</span></p><p> </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9635eb271432f5c92670ddd7726225b","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","NVDA":"英伟达","BK4535":"淡马锡持仓","BK4515":"5G概念","BK4612":"AI芯片","INTC":"英特尔","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","BK4579":"人工智能","OPEN":"Opendoor Technologies Inc","BK4605":"半导体精选","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","TSLA":"特斯拉","BK4543":"AI","BK4512":"苹果概念","BK4527":"明星科技股","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168137545","content_text":"一、市场概览 （7月25日）上周五（7月25日），三大指数集体上涨，道琼斯指数收盘上涨208.01点，涨幅0.47%，报44901.92点；标普500指数收盘上涨25.29点，涨幅0.40%，报6388.64点；纳斯达克综合指数收盘上涨50.36点，涨幅0.24%，报21108.32点。数据来源：老虎国际 期权市场总成交量53,677,338张合约，成交量高于90日平均，其中看涨期权占比升至60%。数据来源：Market Chameleon二、期权成交总量TOP10数据来源：老虎国际昨日，特斯拉上涨3.5%，期权合约成交量541.94万张。7月25日到期的315美元看涨期权交易量较高，共有424,917份合约交易。数据来源：Market Chameleon昨日，英伟达微跌0.14%，期权合约成交301.05万张。7月25日到期的175美元看涨期权交易量较高，共有485,758份合约交易。 数据来源：Market Chameleon昨日，Palantir涨2.5%，期权合约成交125.48万张。其中7月25日到期的160美元看涨期权交易量较高，共有173,139份合约交易。数据来源：Market Chameleon三、异动观察数据来源：Market Chameleon昨日，英特尔绩后跌超8%，期权合约成交较90日平均上涨3.5倍达1,241,585张。其中7月25日到期的25美元看跌期权交易量较高，共有45,069份合约交易。 数据来源：Market Chameleon消息方面： 英特尔CEO陈立武宣布计划在年底前将员工总数从6月底的96,400人削减至75,000人，减少21,400人（较2024年底减少22%），这是公司继2023年、2024年及2025年初多次裁员（2025年至今已裁约24,000人）后的最新举措。此次裁员旨在简化结构、提升效率并聚焦AI和晶圆代工业务。同时，英特尔将放缓俄亥俄州工厂建设、暂停欧洲工厂计划，并整合部分封装业务，战略转向根据需求建设产能。尽管二季度营收129亿美元略超预期，但净亏损29亿美元（含19亿美元重组费），且三季度盈利预期低迷，突显其在增收的同时面临巨大利润压力，未来增长依赖AI、代工业务发展及持续的成本控制。此外多张行权价5美元的看跌期权涨幅翻倍。MeMe股Opendoor股价涨5%，期权合约成交较90日平均暴涨5.6倍达732,440张。其中7月25日到期的2.5美元看涨期权交易量较高，共有107,759份合约交易。数据来源：Market Chameleon","news_type":1,"symbols_score_info":{"INTC":1,"OPEN":1.1,"NVDA":1.1,"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":3870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":459397121069056,"gmtCreate":1753194446005,"gmtModify":1753194447963,"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"天赐美金我照单全收","avatar":"https://static.tigerbbs.com/f02f168ddba4569baf461701fa8e5fe3","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182346424956632","idStr":"4182346424956632"},"themes":[],"title":"","htmlText":"反正就几天的事情，分析肯定参考数据不太够","listText":"反正就几天的事情，分析肯定参考数据不太够","text":"反正就几天的事情，分析肯定参考数据不太够","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/459397121069056","isVote":1,"tweetType":1,"viewCount":2664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457624843858704,"gmtCreate":1752761974999,"gmtModify":1752761976772,"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"天赐美金我照单全收","avatar":"https://static.tigerbbs.com/f02f168ddba4569baf461701fa8e5fe3","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182346424956632","idStr":"4182346424956632"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457624843858704","repostId":"1175147334","repostType":2,"repost":{"id":"1175147334","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":1752761089,"share":"https://www.laohu8.com/m/news/1175147334?lang=zh_CN&edition=full","pubTime":"2025-07-17 22:04","market":"us","language":"zh","title":"固态电池公司Quantumscape延续强势，自6月25日以来涨超200%","url":"https://stock-news.laohu8.com/highlight/detail?id=1175147334","media":"老虎资讯综合","summary":"投资者对Quantumscape的长期前景保持乐观。","content":"<html><head></head><body><p>周四，固态电池研发公司Quantumscape延续强势，截至发稿涨幅超15%，已连续8个交易日上涨，自6月25日以来涨幅超200%！</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e34d0451f39aab5e47418a0ccbcb1c6\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">Quantumscape致力于开发用于电动汽车和其他应用的下一代固态锂金属电池。该公司的技术旨在提供更高的能量密度、更快的充电速度和更高的安全性，这些优势在电动汽车市场备受关注。随着全球电动化趋势的加速，投资者对Quantumscape的长期发展前景保持乐观，推动其股价持续攀升。</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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class=\"h-time\">2025-07-17 22:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四，固态电池研发公司Quantumscape延续强势，截至发稿涨幅超15%，已连续8个交易日上涨，自6月25日以来涨幅超200%！</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e34d0451f39aab5e47418a0ccbcb1c6\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">Quantumscape致力于开发用于电动汽车和其他应用的下一代固态锂金属电池。该公司的技术旨在提供更高的能量密度、更快的充电速度和更高的安全性，这些优势在电动汽车市场备受关注。随着全球电动化趋势的加速，投资者对Quantumscape的长期发展前景保持乐观，推动其股价持续攀升。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/54ffa2abb86bb6f9c70bdb2f1488c8d4","relate_stocks":{"QS":"Quantumscape Corp."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175147334","content_text":"周四，固态电池研发公司Quantumscape延续强势，截至发稿涨幅超15%，已连续8个交易日上涨，自6月25日以来涨幅超200%！Quantumscape致力于开发用于电动汽车和其他应用的下一代固态锂金属电池。该公司的技术旨在提供更高的能量密度、更快的充电速度和更高的安全性，这些优势在电动汽车市场备受关注。随着全球电动化趋势的加速，投资者对Quantumscape的长期发展前景保持乐观，推动其股价持续攀升。","news_type":1,"symbols_score_info":{"QS":1.1}},"isVote":1,"tweetType":1,"viewCount":3688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347549058044008,"gmtCreate":1725859641720,"gmtModify":1725860486826,"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"天赐美金我照单全收","avatar":"https://static.tigerbbs.com/f02f168ddba4569baf461701fa8e5fe3","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182346424956632","idStr":"4182346424956632"},"themes":[],"title":"","htmlText":"soxl不是回光返照吧，一下子3%了","listText":"soxl不是回光返照吧，一下子3%了","text":"soxl不是回光返照吧，一下子3%了","images":[{"img":"https://static.tigerbbs.com/06a3ff8f22d76ac9e17dc02f7db1963c","width":"618","height":"1026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347549058044008","isVote":1,"tweetType":1,"viewCount":4163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}