社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
林云天
IP属地:安徽
+关注
帖子 · 11
帖子 · 11
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
林云天
林云天
·
10-30
还没英特尔跌的多,小事
比特币跌破 7.7 万美元关口,加密货币股大跌
比特币跌破 7.7 万关口,加密货币股大跌,Coinbase暴跌 13%, $Riot Platforms(RIOT)$、 $Strategy(MSTR)$、 $Hut 8 Mining Corp(HUT)$ 跌 9%, $MARA Holdings(MARA)$跌 8%。消息面上,币安遭黑客攻击,涉63亿美元,或为史上最大规模。
比特币跌破 7.7 万美元关口,加密货币股大跌
看
270
回复
评论
点赞
1
编组 21备份 2
分享
举报
林云天
林云天
·
01-27
这篇文章不错,转发给大家看看
非常抱歉,此主贴已删除
看
2,419
回复
评论
点赞
1
编组 21备份 2
分享
举报
林云天
林云天
·
01-10
25 年读了 35 本书。26 年继续加油,近期而言,先读一下«三生万物»和«更富有,更睿智。。。»
看
2,895
回复
评论
点赞
1
编组 21备份 2
分享
举报
林云天
林云天
·
2025-11-16
长期主义必须可信!那么大A股可以相信长期主义吗?我选择相信腾讯!
看
3,253
回复
评论
点赞
1
编组 21备份 2
分享
举报
林云天
林云天
·
2025-11-10
$苹果(AAPL)$
看
2,955
回复
评论
点赞
1
编组 21备份 2
分享
举报
林云天
林云天
·
2025-11-03
$苹果(AAPL)$
看
2,314
回复
评论
点赞
1
编组 21备份 2
分享
举报
林云天
林云天
·
2025-10-27
$苹果(AAPL)$
看
2,439
回复
评论
点赞
1
编组 21备份 2
分享
举报
林云天
林云天
·
2025-10-20
$拼多多(PDD)$
看
2,249
回复
评论
点赞
1
编组 21备份 2
分享
举报
林云天
林云天
·
2025-10-17
$Vanguard标普500ETF(VOO)$
看
2,649
回复
评论
点赞
1
编组 21备份 2
分享
举报
林云天
林云天
·
2025-10-03
怎么不买腾讯
看好中国科技股AI叙事,“木头姐”本周持续加仓阿里、百度!
凯茜·伍德的方舟投资管理公司本周进一步增持了阿里巴巴和百度股票。 伍德的旗舰基金ARKK周四买入了14453股阿里巴巴股票,按收盘价189.34美元计算价值约274万美元。 值得注意的是,Ark在周三和周二分别买入了价值550万美元和410万美元的阿里巴巴股票。 Ark周四购买了45478股百度股票,按收盘价140.23美元计算价值约640万美元。该基金周三购买了价值297万美元的百度股票,周二购买了价值690万美元。 海量资讯、精准解读,尽在新浪财经APP 责任编辑:于健 SF069
看好中国科技股AI叙事,“木头姐”本周持续加仓阿里、百度!
看
3,917
回复
评论
点赞
1
编组 21备份 2
分享
举报
加载更多
暂无关注
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"4208854965604712","uuid":"4208854965604712","gmtCreate":1745906703635,"gmtModify":1751463514520,"name":"林云天","pinyin":"lytlinyuntian","introduction":"","introductionEn":null,"signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":3,"tweetSize":11,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":6,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.09.12","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.03.11","exceedPercentage":"93.82%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.01.31","exceedPercentage":"93.80%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.07.10","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.25","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":6,"crmLevelSwitch":1,"location":"安徽","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":1,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":624050522944952,"gmtCreate":1793371285957,"gmtModify":1793371288089,"author":{"id":"4208854965604712","authorId":"4208854965604712","name":"林云天","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4208854965604712","idStr":"4208854965604712"},"themes":[],"title":"","htmlText":"还没英特尔跌的多,小事","listText":"还没英特尔跌的多,小事","text":"还没英特尔跌的多,小事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624050522944952","repostId":"1183284433","repostType":2,"repost":{"id":"1183284433","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":1793371063,"share":"https://www.laohunote.com/m/news/1183284433?lang=zh_CN&edition=full","pubTime":"2026-10-30 22:37","market":"us","language":"zh","title":"比特币跌破 7.7 万美元关口,加密货币股大跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1183284433","media":"老虎资讯综合","summary":"比特币跌破 7.7 万关口,加密货币股大跌,Coinbase暴跌 13%, $Riot Platforms(RIOT)$、 $Strategy(MSTR)$、 $Hut 8 Mining Corp(HUT)$ 跌 9%, $MARA Holdings(MARA)$跌 8%。消息面上,币安遭黑客攻击,涉63亿美元,或为史上最大规模。","content":"<html><head></head><body><p style=\"text-align: left;\">比特币跌破 7.7 万美元关口,加密货币股大跌,Coinbase暴跌 13%, <a href=\"https://laohu8.com/S/RIOT\">Riot Platforms</a>、 <a href=\"https://laohu8.com/S/MSTR\">Strategy</a>、 <a href=\"https://laohu8.com/S/HUT\">Hut 8 Mining Corp</a> 跌 9%, <a href=\"https://laohu8.com/S/MARA\">MARA Holdings</a>跌 8%。消息面上,币安遭黑客攻击,涉63亿美元,或为史上最大规模。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/85a4829bb3b80eb4a2ed9175ea989e59\" data-align=\"center\" tg-width=\"1100\" tg-height=\"1152\"/><span></span></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>比特币跌破 7.7 万美元关口,加密货币股大跌</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比特币跌破 7.7 万美元关口,加密货币股大跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-10-30 22:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">比特币跌破 7.7 万美元关口,加密货币股大跌,Coinbase暴跌 13%, <a href=\"https://laohu8.com/S/RIOT\">Riot Platforms</a>、 <a href=\"https://laohu8.com/S/MSTR\">Strategy</a>、 <a href=\"https://laohu8.com/S/HUT\">Hut 8 Mining Corp</a> 跌 9%, <a href=\"https://laohu8.com/S/MARA\">MARA Holdings</a>跌 8%。消息面上,币安遭黑客攻击,涉63亿美元,或为史上最大规模。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/85a4829bb3b80eb4a2ed9175ea989e59\" data-align=\"center\" tg-width=\"1100\" tg-height=\"1152\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6f743d717b6a2f2140fa7df544d4c12c","relate_stocks":{"COIA":"ProShares Ultra Coin ETF","MSTU":"2倍做多MSTR ETF-T-Rex","IMST":"MSTR期权收益策略ETF-Bitwise","CONX":"Direxion Daily COIN Bull 2X ETF","MAAY":"GraniteShares YieldBOOST MARA ETF","COIO":"2倍上限加速COIN ETF-Leverage Shares","COIG":"2倍做多COIN ETF- Leverage Shares","MSTW":"Roundhill MSTR WeeklyPay ETF","CONL":"2倍做多COIN ETF-GraniteShares","CONY":"COIN期权收益策略ETF-YieldMax","MRAL":"2倍做多MARA ETF-GraniteShares","RIOT":"Riot Platforms","COIW":"COIN周配息ETF-Roundhill","MSDD":"2倍做空MSTR ETF-GraniteShares","MSTX":"2倍做多MSTR ETF-Defiance","HUT":"Hut 8 Mining Corp","RIOX":"2倍做多RIOT ETF-Defiance","COIX":"Corgi COIN 2x Daily ETF","MSTY":"MSTR期权收益策略ETF-YieldMax","MARO":"MARA期权收益策略ETF-YieldMax","MTYY":"GraniteShares YieldBOOST MSTR ETF","RTYY":"GraniteShares YieldBoost RIOT ETF","MSST":"YieldMax MSTR Performance & Distribution Target 25 ETF","MSTZ":"2倍做空MSTR ETF-T-Rex","MSTR":"Strategy","MSII":"REX MSTR Growth & Income ETF","MST":"做多杠杆+收益MSTR ETF-Defiance","FIAT":"做空COIN期权收益策略ETF-YieldMax","ICOI":"Bitwise COIN Option Income Strategy ETF","MHX":"Corgi MARA 2x Daily ETF","07399":"南方两倍做空MSTR","MARA":"MARA Holdings","MSTC":"Corgi MSTR 2x Daily ETF","COII":"REX COIN Growth& Income ETF","COIN":"Coinbase Global, Inc.","HUTG":"Leverage Shares 2X Long HUT Daily ETF","WNTR":"做空MSTR期权收益策略ETF-YieldMax","MSTK":"Tuttle Capital MSTR 0DTE Covered Call ETF","07799":"南方两倍做多MSTR","MSTP":"2倍做多MSTR ETF-GraniteShares","SMST":"2倍做空MSTR ETF-Defiance","CONI":"2倍做空COIN ETF-GraniteShares","COYY":"GRANITESHARES YIELDBOOST COIN ETF","IMRA":"MARA期权收益策略ETF-Bitwise"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183284433","content_text":"比特币跌破 7.7 万美元关口,加密货币股大跌,Coinbase暴跌 13%, Riot Platforms、 Strategy、 Hut 8 Mining Corp 跌 9%, MARA Holdings跌 8%。消息面上,币安遭黑客攻击,涉63亿美元,或为史上最大规模。","news_type":1,"symbols_score_info":{"07799":0.6,"CONY":0.6,"SMST":0.6,"IMRA":0.6,"RIOX":0.6,"CONI":0.6,"MHX":0.6,"07399":0.6,"COIX":0.6,"IMST":0.6,"MSTX":0.6,"COIW":0.6,"MSTY":0.6,"WNTR":0.6,"FIAT":0.6,"HUT":2,"MSDD":0.6,"MSTR":2,"COIN":2,"COIG":0.6,"ICOI":0.6,"MSTK":0.6,"MSTW":0.6,"HUTG":0.6,"COIA":0.6,"MSTP":0.6,"CONX":0.6,"RTYY":0.6,"MRAL":0.6,"MSTU":0.6,"CONL":0.6,"MAAY":0.6,"MARA":2,"COII":0.6,"MST":0.6,"COIO":0.6,"MSTC":0.6,"COYY":0.6,"MSST":0.6,"RIOT":2,"MSII":0.6,"MTYY":0.6,"MARO":0.6,"MSTZ":0.6}},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526215677268184,"gmtCreate":1769495580994,"gmtModify":1769495583203,"author":{"id":"4208854965604712","authorId":"4208854965604712","name":"林云天","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4208854965604712","idStr":"4208854965604712"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526215677268184","repostId":"1191747364","repostType":2,"isVote":1,"tweetType":1,"viewCount":2419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":520340046661056,"gmtCreate":1768057466852,"gmtModify":1768057469423,"author":{"id":"4208854965604712","authorId":"4208854965604712","name":"林云天","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4208854965604712","idStr":"4208854965604712"},"themes":[],"title":"","htmlText":"25 年读了 35 本书。26 年继续加油,近期而言,先读一下«三生万物»和«更富有,更睿智。。。»","listText":"25 年读了 35 本书。26 年继续加油,近期而言,先读一下«三生万物»和«更富有,更睿智。。。»","text":"25 年读了 35 本书。26 年继续加油,近期而言,先读一下«三生万物»和«更富有,更睿智。。。»","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/520340046661056","isVote":1,"tweetType":1,"viewCount":2895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":500588442428048,"gmtCreate":1763254227201,"gmtModify":1763254230125,"author":{"id":"4208854965604712","authorId":"4208854965604712","name":"林云天","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4208854965604712","idStr":"4208854965604712"},"themes":[],"title":"","htmlText":"长期主义必须可信!那么大A股可以相信长期主义吗?我选择相信腾讯!","listText":"长期主义必须可信!那么大A股可以相信长期主义吗?我选择相信腾讯!","text":"长期主义必须可信!那么大A股可以相信长期主义吗?我选择相信腾讯!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/500588442428048","isVote":1,"tweetType":1,"viewCount":3253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498528881369128,"gmtCreate":1762734337146,"gmtModify":1762734348809,"author":{"id":"4208854965604712","authorId":"4208854965604712","name":"林云天","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4208854965604712","idStr":"4208854965604712"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> ","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> ","text":"$苹果(AAPL)$","images":[{"img":"https://static.tigerbbs.com/5d805274fcfee6dcb3e29b51322f1667","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498528881369128","isVote":1,"tweetType":1,"viewCount":2955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":496032957035144,"gmtCreate":1762132346160,"gmtModify":1762132348469,"author":{"id":"4208854965604712","authorId":"4208854965604712","name":"林云天","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4208854965604712","idStr":"4208854965604712"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> ","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> ","text":"$苹果(AAPL)$","images":[{"img":"https://static.tigerbbs.com/beeb251510c01971467bd05b05d93bca","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496032957035144","isVote":1,"tweetType":1,"viewCount":2314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":493588177219816,"gmtCreate":1761526216128,"gmtModify":1761526227733,"author":{"id":"4208854965604712","authorId":"4208854965604712","name":"林云天","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4208854965604712","idStr":"4208854965604712"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> ","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> ","text":"$苹果(AAPL)$","images":[{"img":"https://static.tigerbbs.com/24cf1b824d7d8028671e002640ba9f35","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493588177219816","isVote":1,"tweetType":1,"viewCount":2439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":491080344977960,"gmtCreate":1760920268447,"gmtModify":1760924709056,"author":{"id":"4208854965604712","authorId":"4208854965604712","name":"林云天","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4208854965604712","idStr":"4208854965604712"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> ","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> ","text":"$拼多多(PDD)$","images":[{"img":"https://static.tigerbbs.com/dc6af21d1884540aa49c82e050420a86","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491080344977960","isVote":1,"tweetType":1,"viewCount":2249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":490004998942816,"gmtCreate":1760630985089,"gmtModify":1760632322049,"author":{"id":"4208854965604712","authorId":"4208854965604712","name":"林云天","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4208854965604712","idStr":"4208854965604712"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/VOO\">$Vanguard标普500ETF(VOO)$ </a> ","listText":"<a href=\"https://laohu8.com/S/VOO\">$Vanguard标普500ETF(VOO)$ </a> ","text":"$Vanguard标普500ETF(VOO)$","images":[{"img":"https://static.tigerbbs.com/b6fc0ca36c3588ab4920ccf404eb5957","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490004998942816","isVote":1,"tweetType":1,"viewCount":2649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":485243128857088,"gmtCreate":1759496584435,"gmtModify":1759498793626,"author":{"id":"4208854965604712","authorId":"4208854965604712","name":"林云天","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4208854965604712","idStr":"4208854965604712"},"themes":[],"title":"","htmlText":"怎么不买腾讯","listText":"怎么不买腾讯","text":"怎么不买腾讯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/485243128857088","repostId":"2572057266","repostType":2,"repost":{"id":"2572057266","kind":"news","pubTimestamp":1759476000,"share":"https://www.laohunote.com/m/news/2572057266?lang=zh_CN&edition=full","pubTime":"2025-10-03 15:20","market":"us","language":"zh","title":"看好中国科技股AI叙事,“木头姐”本周持续加仓阿里、百度!","url":"https://stock-news.laohu8.com/highlight/detail?id=2572057266","media":"华尔街见闻","summary":"凯茜·伍德的方舟投资管理公司本周进一步增持了阿里巴巴和百度股票。\n 伍德的旗舰基金ARKK周四买入了14453股阿里巴巴股票,按收盘价189.34美元计算价值约274万美元。\n 值得注意的是,Ark在周三和周二分别买入了价值550万美元和410万美元的阿里巴巴股票。\n Ark周四购买了45478股百度股票,按收盘价140.23美元计算价值约640万美元。该基金周三购买了价值297万美元的百度股票,周二购买了价值690万美元。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:于健 SF069","content":"<html><head></head><body><blockquote><p>“木头姐”Cathie Wood执掌的方舟投资(ARKK)本周持续增持中概股,共买入价值约1234万美元的阿里巴巴股票和约1627万美元的百度股票。此举正值两只股票强劲反弹,其中阿里巴巴今年股价已飙升112%。</p></blockquote><p style=\"text-align: justify;\">“木头姐”Cathie Wood正再度将目光投向中国科技巨头。其执掌的方舟投资(Ark Invest)本周一增持了阿里巴巴和百度的股票。</p><p style=\"text-align: justify;\">根据方舟投资每日公布的交易记录,<strong>伍德的旗舰基金ARKK周四买入了14453股阿里巴巴股票,按收盘价189.34美元计算价值约274万美元。值得注意的是,Ark在周三和周二分别买入了价值550万美元和410万美元的阿里巴巴股票。</strong>上周一,Ark的两只交易所交易基金买入了约1630万美元的阿里巴巴股票。</p><p style=\"text-align: justify;\"><strong>Ark周四购买了45478股百度股票,按收盘价140.23美元计算价值约640万美元。该基金周三购买了价值297万美元的百度股票,周二购买了价值690万美元。</strong></p><p style=\"text-align: justify;\">此举发生在中概股经历强劲反弹的背景之下,阿里巴巴今年股价已上涨超过一倍,而百度近期的涨势也同样迅猛。</p><p style=\"text-align: justify;\">方舟投资的业绩在2025年持续跑赢市场,使其投资决策备受关注。除了增持两家中国科技公司外,方舟投资周一还买入了生物科技公司Intellia Therapeutics的股票,延续了其对基因编辑技术赛道的看好。</p><h2 id=\"id_645491964\">中概股强势反弹,AI成新催化剂</h2><p style=\"text-align: justify;\">Ark对阿里巴巴的投资历史可以追溯到2014年,即该公司在美国IPO后不久。根据美国证券交易委员会(SEC)的搜索工具显示,Ark一直持续投资阿里巴巴,直到2021年9月停止。此后,SEC记录显示Ark再无任何与阿里巴巴相关的投资或代理投票记录,这一沉寂期持续了四年。此次重新入场,表明“木头姐”可能正在重新评估中国科技股的投资价值。</p><p style=\"text-align: justify;\">2025年以来,在部分投资者意料之外,包括阿里巴巴和百度在内的一些中国头部科技公司股价表现强劲。<strong>数据显示,阿里巴巴的股价今年已飙升112%,而百度股价也录得57%的涨幅,其中大部分涨幅集中在过去五个星期。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a196a2650d6eef0faac628625a79ddac\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">推动股价上涨的一个核心因素是,市场正重新将这些公司定位为AI领域的潜在受益者。随着全球对高端AI芯片的出口限制收紧,中国市场对本土解决方案的需求日益增长。百度多年前便已涉足AI和机器学习领域,而阿里巴巴则在积极发展其AI云业务,这使得它们在当前环境中占据了有利位置。</p><p style=\"text-align: justify;\"><strong>尽管股价大幅上涨,这两家公司的估值仍处于相对合理的水平。</strong>以阿里巴巴为例,在股价翻倍后,其动态市盈率仅为21倍。分析指出,阿里巴巴的核心电商业务(淘宝和天猫)贡献了公司调整后EBITDA(税息折旧及摊销前利润)的113%,这意味着其主营业务产生的强劲现金流,正在为公司在云计算、流媒体和AI芯片等领域的投资提供资金支持。</p><p style=\"text-align: justify;\">同样,百度的估值更具吸引力,其动态市盈率仅为12倍。其传统的搜索和广告业务持续稳定地创造收入,为公司在AI领域的长期布局提供支持。</p><p style=\"text-align: justify;\">市场对这些公司前景的乐观情绪,也得到了华尔街分析师的呼应。本周,两家主要分析机构上调了对阿里巴巴的目标价,分别提升至230美元和245美元。分析师指出,阿里巴巴在近期一次会议上展示了其AI云业务快速增长的收入,这是他们看好该公司的重要原因。</p></body></html>","source":"wallstreetcn_api","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>看好中国科技股AI叙事,“木头姐”本周持续加仓阿里、百度!</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看好中国科技股AI叙事,“木头姐”本周持续加仓阿里、百度!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-03 15:20 北京时间 <a href=https://wallstreetcn.com/articles/3756647><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“木头姐”Cathie Wood执掌的方舟投资(ARKK)本周持续增持中概股,共买入价值约1234万美元的阿里巴巴股票和约1627万美元的百度股票。此举正值两只股票强劲反弹,其中阿里巴巴今年股价已飙升112%。“木头姐”Cathie Wood正再度将目光投向中国科技巨头。其执掌的方舟投资(Ark Invest)本周一增持了阿里巴巴和百度的股票。根据方舟投资每日公布的交易记录,伍德的旗舰基金ARKK...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3756647\">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/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴","09888":"百度集团-W","BIDU":"百度"},"source_url":"https://wallstreetcn.com/articles/3756647","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2572057266","content_text":"“木头姐”Cathie Wood执掌的方舟投资(ARKK)本周持续增持中概股,共买入价值约1234万美元的阿里巴巴股票和约1627万美元的百度股票。此举正值两只股票强劲反弹,其中阿里巴巴今年股价已飙升112%。“木头姐”Cathie Wood正再度将目光投向中国科技巨头。其执掌的方舟投资(Ark Invest)本周一增持了阿里巴巴和百度的股票。根据方舟投资每日公布的交易记录,伍德的旗舰基金ARKK周四买入了14453股阿里巴巴股票,按收盘价189.34美元计算价值约274万美元。值得注意的是,Ark在周三和周二分别买入了价值550万美元和410万美元的阿里巴巴股票。上周一,Ark的两只交易所交易基金买入了约1630万美元的阿里巴巴股票。Ark周四购买了45478股百度股票,按收盘价140.23美元计算价值约640万美元。该基金周三购买了价值297万美元的百度股票,周二购买了价值690万美元。此举发生在中概股经历强劲反弹的背景之下,阿里巴巴今年股价已上涨超过一倍,而百度近期的涨势也同样迅猛。方舟投资的业绩在2025年持续跑赢市场,使其投资决策备受关注。除了增持两家中国科技公司外,方舟投资周一还买入了生物科技公司Intellia Therapeutics的股票,延续了其对基因编辑技术赛道的看好。中概股强势反弹,AI成新催化剂Ark对阿里巴巴的投资历史可以追溯到2014年,即该公司在美国IPO后不久。根据美国证券交易委员会(SEC)的搜索工具显示,Ark一直持续投资阿里巴巴,直到2021年9月停止。此后,SEC记录显示Ark再无任何与阿里巴巴相关的投资或代理投票记录,这一沉寂期持续了四年。此次重新入场,表明“木头姐”可能正在重新评估中国科技股的投资价值。2025年以来,在部分投资者意料之外,包括阿里巴巴和百度在内的一些中国头部科技公司股价表现强劲。数据显示,阿里巴巴的股价今年已飙升112%,而百度股价也录得57%的涨幅,其中大部分涨幅集中在过去五个星期。推动股价上涨的一个核心因素是,市场正重新将这些公司定位为AI领域的潜在受益者。随着全球对高端AI芯片的出口限制收紧,中国市场对本土解决方案的需求日益增长。百度多年前便已涉足AI和机器学习领域,而阿里巴巴则在积极发展其AI云业务,这使得它们在当前环境中占据了有利位置。尽管股价大幅上涨,这两家公司的估值仍处于相对合理的水平。以阿里巴巴为例,在股价翻倍后,其动态市盈率仅为21倍。分析指出,阿里巴巴的核心电商业务(淘宝和天猫)贡献了公司调整后EBITDA(税息折旧及摊销前利润)的113%,这意味着其主营业务产生的强劲现金流,正在为公司在云计算、流媒体和AI芯片等领域的投资提供资金支持。同样,百度的估值更具吸引力,其动态市盈率仅为12倍。其传统的搜索和广告业务持续稳定地创造收入,为公司在AI领域的长期布局提供支持。市场对这些公司前景的乐观情绪,也得到了华尔街分析师的呼应。本周,两家主要分析机构上调了对阿里巴巴的目标价,分别提升至230美元和245美元。分析师指出,阿里巴巴在近期一次会议上展示了其AI云业务快速增长的收入,这是他们看好该公司的重要原因。","news_type":1,"symbols_score_info":{"BIDU":1.5,"09988":0.6,"09888":1.5,"BABA":1.5}},"isVote":1,"tweetType":1,"viewCount":3917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}