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BK4587
未开盘 07-10 16:00:00 EDT
3,580.28
+68.91
+1.96%
最高
3,581.93
最低
3,520.27
成交量
3.29亿
今开
3,530.05
昨收
3,511.37
日振幅
1.76%
总市值
0.00
流通市值
0.00
总股本
0.00
成交额
759.69亿
换手率
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0.00
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ROE
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0.00
52周最高
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52周最低
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北京优虎网络科技有限公司
资讯
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简况
黄仁勋：智能体本质上是软件和工具 不要过度拟人化
格隆汇 · 12:24
黄仁勋：智能体本质上是软件和工具 不要过度拟人化
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智通财经 · 11:32
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智通财经 · 11:23
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公司名称：
BK4587
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芯片股近期剧烈波动引发市场对AI需求放缓的担忧，但多位行业高管明确表示，这一担忧言过其实。多家数据中心及芯片企业高管也相继发声，称当前市场需求远超供给能力，算力过剩的说法与其实际经营状况不符。这一趋势引发外界对企业AI支出能否持续的疑虑，但多位高管认为，这种理性化调整恰恰有助于需求的长期延续。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hyyj/2026-07-13/doc-inihrnpc7553251.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU1435385759.SGD","LU2361044949.HKD","AIPI","LU1935042488.USD","LU1202635105.USD","LU0154236417.USD","LU2237443895.HKD","LU2272731782.SGD","LU1064131342.USD","IE0009G5SDU7.USD","LU2125154778.USD","LU0070217475.USD","LU0820561909.HKD","LU0308772762.SGD","LU2065171402.SGD","LU1674673428.USD","HK0000320223.HKD","LU0068578508.USD","LU0109392836.USD","IE00BMPRXQ63.HKD","LU0205193047.USD","LU0345770993.USD","LITX","LU2054465674.USD","NVDQ","LU2462157665.USD","IE00B7KXQ091.USD","LU1935042991.SGD","NVDB","LU2602419157.SGD","TTEQ","LU2954938101.SGD","LU0096362180.USD","IE00BK4W5M84.HKD","LU1935042215.USD","IE00BZ1G4Q59.USD","LU2237443549.SGD","LU2491049909.HKD","NULC","ESUM","LU0511384066.AUD","LU2272731600.USD","LU2237438978.USD","LU1732800096.USD","TYLG","IE00B775H168.HKD","LU1861559042.SGD","LU2420271590.USD","IE0004091025.USD","LU2023250843.SGD","LU1201861249.SGD","FBY","IE00BJJMRY28.SGD","LU0234570918.USD","LU1400636574.HKD","TEK","LU0353189680.USD","LU2452424414.USD","LU0390134368.USD","BK4141","LU0689472784.USD","LU1670756490.USD","LU1670711040.USD","LU2404859741.USD","IE000W1ABFV2.USD","LU1084165304.USD","FBL","IE00B19Z8X17.USD","LU2125909916.SGD","LU0234572021.USD","LU2242649171.HKD","LU1914381329.SGD","BK4550","METW","IE0004445015.USD","LU0157215616.USD","LU0342679015.USD","LU2250418816.HKD","SG9999014914.USD","LU0320765489.SGD","LU1778281490.HKD","LU1496350502.SGD","LU0203202063.USD","LU2999663052.SGD","LU1791710582.SGD","BK4587","LU2471134879.HKD","IE0034235295.USD","LU2065170008.USD","AIQ","USXF","LU0210533765.USD","LU0648001328.SGD","LU0187121727.USD","LU0433182093.SGD","XNTK","LU0289739343.SGD","LU1917777945.USD","LU0053666078.USD","LU1670710661.SGD","LU1868836914.USD","LU1366333091.USD","LU2191332357.HKD","IE00BMPRXN33.USD","GB00B4QBRK32.GBP","LU2028103732.USD","04335","IE00B19Z8W00.USD","SG9999018857.SGD","LU1670628061.USD","LU0979878070.USD","LU0320765059.SGD","LU0138981039.USD","IE00BJJMRX11.SGD","LU2237443382.USD","LU0820561818.USD","LU2089985449.USD","LU1366192091.USD","SG9999015952.SGD","IE00B3S45H60.SGD","LU0957808578.USD","LU0788109477.HKD","LU1235294995.USD","METV","LU0265550946.USD","LU0323239441.USD","LU2506951792.HKD","IE00B3M56506.USD","LU1815333072.USD","IE000WAW04H5.SGD","LU0784383803.USD","LU1880398471.USD","LU2237443465.HKD","USD","LU0354030511.USD","LU0097036916.USD","LU1691799644.USD","LU2097344431.USD","FTEC","IE00B5949003.HKD","LU2168564149.EUR","LU1732799900.SGD","LU2931357623.SGD","LU1670710588.SGD","LU0240878834.USD","LU1720051017.SGD","LU0965509283.SGD","IE0000B7K699.USD","LU0345768153.USD","LU2111349929.HKD","LU2092937148.SGD","IE00B1BXHZ80.USD","LU0353189763.USD","LU0868494617.USD","NVDS.UK","NVYY","IE00B19Z9505.USD","LU2125154935.USD","BK4020","LU2430703095.HKD","LU0823434740.USD","LU0787776722.HKD","IE00B775SV38.USD","LU1670627923.USD","LU0444973449.USD","BK4608","LU1429558221.USD","LU1548497426.USD","LU2592432038.USD","LU2357125470.USD","SG9999015986.USD","LU2357627491.SGD","LU0494093205.USD","LU0149725797.USD","IE00BZ199S13.USD","LU0820562030.AUD","LU1852331112.SGD","LU1934455277.USD","LU1935043023.USD","SMHX","WISE","HK0000304797.USD","LU0106261612.USD","LU2756315664.SGD","LU2394011477.USD","LU1721428933.USD","LU1934455194.USD","LU2077746001.SGD","LU1119994496.HKD","IE00B4JS1V06.HKD","LU0314104364.USD","LU1880398554.USD","LU2286300806.USD","BK4612","LU0109391861.USD","LU0964807845.USD","LU1301847155.USD","LU1697837992.HKD","LU1037948541.HKD","LU2063271972.USD","LU0528227936.USD","HK0000532082.HKD","LU1861127337.USD","SMH","NVD","LU2543165471.USD","LU0345770308.USD","LU1280957306.USD","IE00BFSS7M15.SGD","LU0057025933.USD","HK0000819398.USD","IE00BYXW3230.USD","ARTY","IE000ITXATA3.USD","LU0444971666.USD","LU1935043536.SGD","LU2168564222.USD","LU2471134952.CNY","LU0203201768.USD","NVDO","LU2750360641.GBP","LU1821325948.USD","LU0859254822.USD","SG9999015341.SGD","IE00B7SZLL34.SGD","INTW","EFIV","LU0203347892.USD","LU0215105999.USD","ABFL","LU0965509010.AUD","LU0719512351.SGD","LU2089284900.SGD","LU2764263039.SGD","LU2326559502.SGD","NVDX","LU2360106780.USD","XDAT","FCOM","LU2237443978.SGD","LU2290526834.HKD","LU0124676726.USD","LU0942090050.USD","BK4614","LU0175139822.USD","LU2125909593.SGD","LU0708994859.HKD","LU0210528500.USD","ILDR","LU2237957811.SGD","BK4554","LU0127658192.USD","BK4533","BK4579","BK4602","LU0276348264.USD","LU0795875086.SGD","LU0690374961.EUR",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| 南方两倍做多英伟达(07788)涨近6% 英伟达路演透露季度收入正逼近千亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2651160616","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2651160616?lang=zh_cn&edition=full","pubTime":"2026-07-13 11:32","pubTimestamp":1783913553,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，南方两倍做多英伟达涨近6%，截至发稿，涨5.93%，报159港元，成交额217.45万港元。消息面上，上周五英伟达股价涨超4%，市值重回五万亿美元上方。报告指出，英伟达以“增长加速”定调当前阶段，并表示即便季度收入正在逼近1000亿美元，增速仍将继续提升。该行认为，这一成长叙事对价值型和成长型投资者均具吸引力，并重申英伟达为半导体板块首选，维持“增持”评级。此外，英伟达否认Rubin Ultra延期传言，确认明年出货。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1466437.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU2756315318.SGD","IXN","LU0957791311.USD","LU1127390331.HKD","SHOC","LU1989764748.USD","LU0061474960.USD","LU1989764664.SGD","LU0466842654.USD","LU0444971666.USD","LU2471134879.HKD","HK0000914686.HKD","NVDQ","LU2403377893.USD","IE0034235295.USD","LU0494093205.USD","IE0004091025.USD","SG9999014575.USD","LU1880398471.USD","LU2097344357.USD","LU0124676726.USD","LU0345770308.USD","LU1066051811.HKD","IE00B1BXHZ80.USD","LU1868837136.USD","SG9999014542.SGD","LU0345768153.USD","LU1116320901.HKD","LU2417539215.USD","LU2148611432.USD","SG9999018865.SGD","LU2290526834.HKD","SG9999014880.SGD","BK4567","LU2023250504.SGD","LU1720051017.SGD","LU3102509885.SGD","LU2125909759.SGD","LU0889565833.HKD","BK4608","LU1992135472.HKD","IE00BJJMRY28.SGD","IE00BQXX3C00.GBP","LU1804176565.USD","HK0000306701.USD","LU0187121727.USD","LU2236285917.USD","LU0082616367.USD","LU2433249047.HKD","LU0342679015.USD","AIPI","IE00BMPRXR70.SGD","LU2028103732.USD","LU2463028550.USD","LU2265009873.SGD","LU2750360641.GBP","NVDA","LU2360032135.SGD","HK0000819398.USD","LU0077335932.USD","SGXZ81514606.USD","IE00B775H168.HKD","LU2361044865.SGD","IE0009G5SDU7.USD","LU1153585028.USD","LU1145028129.USD","LU1069344957.HKD","LU0265550359.USD","LU0689626769.HKD","LU0070217475.USD","LU2264538146.SGD","SMHX","LU2168564222.USD","LU1261432733.SGD","LU2294711713.HKD","SOXQ","LU2106854487.HKD","LU1803068979.SGD","LU0882574139.USD","LU1923622291.USD","LU1267930490.SGD","BK4588","IE0004445015.USD","LU2471134523.USD","IE00BQXX3D17.EUR","LU1951198990.SGD","LU2211815571.USD","LU0096362180.USD","LU1974910355.USD","LU2458330243.SGD","LU2065169927.USD","LU1699723380.USD","LU1035775433.USD","LU0942090050.USD","FAI","LU0109391861.USD","LU1861215975.USD","LU0444973449.USD","LU2237957902.USD","SG9999015952.SGD","LU2237438978.USD","LU0289960550.SGD","07388","LU1084165304.USD","LU1861127337.USD","LU2237443622.USD","LU0823414551.USD","IE00B3M56506.USD","IE00BQXX3F31.USD","NVDS.UK","IE00BK4W5L77.USD","LU2097344431.USD","LU0316494557.USD","IE0034235303.USD","LU0985320562.USD","LU0964807845.USD","LU0943347566.SGD","LU2491050154.USD","DIPS","SGXZ99366536.SGD","LU1400636491.USD","LU1935042488.USD","IE00BFSS8Q28.SGD","LU1280957306.USD","LU2111349929.HKD","LU1435385759.SGD","LU0138981039.USD","LU2860962120.EUR","TTEQ","AGOX","CLSE","NVII","LU0215105999.USD","LU2272731782.SGD","IE00BZ1G4Q59.USD","NULC","LU1791710400.SGD","IE00BDRTCR15.USD","BK4527","LU1934455277.USD","LU0072462426.USD","LU2462591277.SGD","SMH","LU2461242641.AUD","LU0157215616.USD","BK4585","LU0266013472.USD","LU1868836757.USD","LU0276348264.USD","LU0820561818.USD","LU2065171402.SGD","LU2746668974.SGD","LU2360107168.USD","LU1064131342.USD","LU2931357623.SGD","LU1642822529.SGD","LU0511384066.AUD","SG9999004303.SGD","LU1202635105.USD","IE00BHPRN162.USD","LU1037948897.HKD","LU1721428933.USD","LU0211327993.USD","LU0106261372.USD","LU0154236417.USD","LU0158827948.USD","LU0256863902.USD","SG9999014559.SGD","LU0289961442.SGD","LU2326559502.SGD","IE00B7KXQ091.USD","LU2054465674.USD","LU1868837300.USD","LU2247934214.USD","LU2244417387.USD","LU2237443978.SGD","CNEQ","BK4598","LU1323610961.USD","LU2242650005.HKD","LU1629891620.HKD","LU0265550946.USD","LU2168564065.EUR","IE00BDCRKT87.USD","LU0011850046.USD","IE00BJTD4V19.USD","SG9999002224.SGD","LU0476273544.USD","TEK","LU2237443465.HKD","LU0353189680.USD","LU0211328371.USD","LU2213496289.HKD","LU0345769631.USD","LU1917777945.USD","LU0234570918.USD","LU2505996681.GBP","BK4549","LU0323239441.USD","LU2420271590.USD","FDTX","IE00BWXC8680.SGD","LU0354030438.USD","LU2357305700.SGD","LU1935043536.SGD","BK4141","USD","LU0006306889.USD","LU0203202063.USD","LU0048584097.USD","LU1116320737.USD","LU1571399168.USD","LU2750360997.AUD","LU0719512351.SGD","LU2756315664.SGD","LU1242518931.SGD","LU1720051108.HKD","IE00BKVL7J92.USD","LU1366333091.USD","LU2092627202.USD","LU2191332357.HKD","LU1232071149.USD","LU2746668461.USD","LU0056508442.USD","LU0174119429.USD","LU0234572021.USD","NVIW.SI","LU0787776722.HKD","LU2471134952.CNY","LU0127658192.USD","LU1066051498.USD","VT","LU1691799644.USD","LU0672654240.SGD","LU0820561909.HKD","IE00B4JS1V06.HKD","07788","LU1066053197.SGD","LU0158827781.USD","LU0348723411.USD","LU0472753341.HKD","ILDR","BK4605","LU0061475181.USD","LU0107464264.USD","SG9999015341.SGD","LU2602419157.SGD","LU0557290698.USD","ROM","IE0004086264.USD","IE00BKPKM429.USD","LU2506951792.HKD","LU0143551892.USD","LU1839511570.USD","NVD3.UK","LU0096364046.USD","LU0053666078.USD","LU1242518857.USD","LU1868836914.USD","LU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{"id":"2651216061","title":"上线仅数天即下线！隐私争议引爆舆论 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| PCB概念股全线重挫 黄仁勋否认Rubin Ultra延期传闻 机构指AI硬件拥挤度有所松动","url":"https://stock-news.laohu8.com/highlight/detail?id=2651160352","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2651160352?lang=zh_cn&edition=full","pubTime":"2026-07-13 11:23","pubTimestamp":1783912982,"startTime":"0","endTime":"0","summary":"消息面上，近期市场流传Rubin Ultra可能推迟至2028年出货。当地时间7月11日，摩根士丹利发布英伟达管理层非交易路演纪要。英伟达CEO黄仁勋携CFO Colette Kress等高管出席，与机构投资者交流时表示，公司季度收入正逼近1000亿美元，且增速仍在提升，并否认Rubin 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(free)登顶，终结DeepSeek-V4-Flash“七连冠”，阶跃星辰Step 3.7 Flash跌出榜单","url":"https://stock-news.laohu8.com/highlight/detail?id=2651516051","media":"每日经济新闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2651516051?lang=zh_cn&edition=full","pubTime":"2026-07-13 11:11","pubTimestamp":1783912299,"startTime":"0","endTime":"0","summary":"《每日经济新闻》根据OpenRouter最新数据测算，上周（7月6日至12日）全球AI大模型总调用量为54.6万亿Token，环比增长12.6%。其中，上榜的AI大模型中，中国AI大模型周调用量达27.58万亿Token，环比增长17.61%，连续七周实现增长；同期美国AI大模型周调用量为6.33万亿Token，环比增长47.9%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202607133803414347.html","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202607133803414347.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU1066053197.SGD","SG9999002828.SGD","IE0008368742.USD","LU0228659784.USD","SG9999002224.SGD","LU2361045086.USD","LU0214875030.USD","LU0594300179.USD","LU1868836591.USD","BK4548","SG9999013353.USD","LU0077335932.USD","LU0128522744.USD","LU2087589342.USD","LU2152927971.USD","LU2746668974.SGD","LU2168564495.EUR","LU2326559502.SGD","LU1989764748.USD","LU1226287529.USD","LU0345770308.USD","IE0008369823.USD","LU1868837136.USD","LU0043850808.USD","LU0823413660.USD","LU0540923850.HKD","LU1037948541.HKD","LU2471134523.USD","LU2471134796.USD","HK0000819398.USD","LU0594300419.USD","LU1974910355.USD","LU2065171311.SGD","LU0943347566.SGD","LU0672654240.SGD","LU1868837722.USD","LU0541501648.USD","LU0942090050.USD","LU1069344957.HKD","LU2750360997.AUD","LU0320764243.SGD","IE00BQXX3D17.EUR","LU2111349929.HKD","LU1993786604.SGD","HK0000304805.HKD","IE00BJJMRX11.SGD","LU1196710195.USD","HK0000320223.HKD","LU0173614495.USD","LU2360106780.USD","LU0133085943.USD","LU1048484197.HKD","LU2097828631.EUR","IE00B543WZ88.USD","LU0061474705.USD","LU0143863198.USD","LU0724617625.USD","LU0256863811.USD","LU2023250504.SGD","LU0414403682.SGD","NULC","LU0823426480.USD","LU0882747503.HKD","LU2092937148.SGD","SG9999015341.SGD","LU0516423174.USD","LU0708995583.HKD","SG9999007991.SGD","LU2290526834.HKD","LU1880383366.USD","IE00BJLML261.HKD","LU2505996681.GBP","SG9999015978.USD","LU1956131251.USD","LU0061477393.USD","LU1883866441.USD","LU2125909916.SGD","LU2294711713.HKD","IE00B19Z8X17.USD","LU0094547139.USD","LU1935043536.SGD","LU2089284900.SGD","LU0188438112.USD","LU0651946864.USD","LU0708994859.HKD","SG9999004303.SGD","LU0823421333.USD","LU0181495838.USD","LU1235295612.USD","LU1244550221.USD","LU1852331112.SGD","LU2471134952.CNY","LU2362541513.USD","LU1988902786.USD","LU0417516571.SGD","LU0444971666.USD","BK4587","LU0675040207.SGD","LU2100268510.USD","LU0466842654.USD","LU1813983027.USD","LU2433249047.HKD","CLSE","LU0157215616.USD","LU2746668461.USD","IE00B29SXG58.USD","LU0164880469.USD","LU0210528500.USD","LU0274383776.USD","LU2357305700.SGD","TEK","HK0000352382.USD","SG9999014914.USD","BK4598","LU0080751232.USD","ARTY","LU1224709979.USD","LU2045819591.USD","LU2237957902.USD","LU2476274720.SGD","SG9999000327.SGD","LU0788109477.HKD","LU0828238088.HKD","LU0890818403.SGD","LU0051755006.USD","NVDB","LU2543165471.USD","LU1548497426.USD","LU2272731782.SGD","LU1232071149.USD","LU1226287875.USD","LU2097828805.USD","NVDQ","IE0008368411.USD","IE00BJTD4N35.SGD","IE00B7KXQ091.USD","LU2237443465.HKD","LU0821914370.USD","LU1051768304.USD","IE0004086264.USD","LU0143551892.USD","IE00B97KM107.HKD","LU1211504680.USD","LU1951200564.SGD","SG9999014567.USD","LU1251922891.USD","SG9999015358.SGD","LU2286300806.USD","LU2462157665.USD","LU1196710351.USD","ANV","LU1804176565.USD","LU0708995401.HKD","LU0737861699.HKD","LU1571399168.USD","LU2251237488.HKD","EMC","HK0000306685.HKD","LU0149534421.HKD","LU0096362180.USD","LU2108987350.USD","LU1188198961.HKD","IE00B1BXHZ80.USD","IE00B4YYXB79.USD","IE000W1ABFV2.USD","LU2860962120.EUR","LU1674673691.USD","LU2458330243.SGD","LU1051769294.HKD","LU3063872942.SGD","CHAT","BK4554","LU0210526637.USD","LU0823434740.USD","IE00B775H168.HKD","LU0577902298.EUR","LU1119994496.HKD","LU2322448957.HKD","LU1152091754.HKD","LU2357125470.USD","LU2054465674.USD","LU0054450605.USD","IE00B5949003.HKD","LU0029864427.USD","FDTX","LU0593848301.USD","LU1244550577.SGD","LU2271345857.HKD","LU0256863902.USD","BK4549","LU0169518387.USD","LU0203345920.USD","LU1400636657.SGD","LU1981816686.USD","LU1815333072.USD","LU0198837287.USD","LU2097344431.USD","BK4614","LU1821325948.USD","SOXY","KWEB","LU0640476718.USD","LU2896262040.SGD","LU2637965513.SGD","LU1810669033.SGD","LU0791590937.USD","LU0396098781.USD","LU0231483743.USD","LU0449509016.USD","LU1044876610.USD","LU1267930573.SGD","IE0034235295.USD","LU2476274308.USD","LU0096374516.USD","LU0289739343.SGD","LU0543330566.HKD","LU0234572021.USD","IE000ITXATA3.USD","LU0210527791.USD","IE00B19Z8W00.USD","IE0003851619.USD","IE00BJJMRY28.SGD","IE00B0JY6N72.USD","LU0463099449.HKD","LU0531971595.HKD","LU0791591158.USD","SG9999002463.SGD","NVDW","LU1839511570.USD","LU0882574139.USD",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07:54","pubTimestamp":1783900452,"startTime":"0","endTime":"0","summary":"不过，近期芯片板块再次出现剧烈波动，也引发市场讨论：这是否意味着 AI 需求正在降温？IT之家注意到，上周接受 CNBC 采访时，多位 AI 行业高管对此表示并不认同。他们认为，尽管企业如今在 AI 使用成本方面变得更加谨慎，但整体需求依然十分旺盛，并没有放缓迹象。他认为，目前真正限制 AI 发展的只有能源供应。其中之一是 Meta 宣布将出售多余的 AI 算力。不过，多位业内人士表示，这些事件并未影响 AI 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Ultra延期传言，确认明年出货。一个关键信息是，一家此前主要依赖ASIC的头部前沿模型客户，英伟达在其算力中的占比已升至接近50%，印证ASIC替代并非单向趋势。英伟达增长来源持续多元化，AI实验室、主权AI及新型云厂商成为新增量。","market":"hk","thumbnail":"https://static.tigerbbs.com/92a41d20711c9fa4b2aa3cc62ea62948","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/92a41d20711c9fa4b2aa3cc62ea62948"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3776726","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"黄仁勋亲赴大摩路演：季度收入逼近千亿美元、英伟达增速还在加快，并否认Rubin 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16:51","pubTimestamp":1783846263,"startTime":"0","endTime":"0","summary":"01阿里松绑“通达系”把时间拉回十余年前，阿里在物流快递行业的出手颇为大方。2018年，阿里、菜鸟等向中通快递投资13.8亿美元，持股约10%；2019年，阿里首次以46.65亿元的交易对价，获得德殷德润49%的股权，间接控制申通约14.65%的股权。另一方面，快递行业的环境也发生了根本变化。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8ugJuN65kS3","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"ifeng_tech","symbols":["BK4588","BK4131","LU0797268264.HKD","LU0067412154.USD","LU1688375341.USD","LU2226246903.HKD","BK4502","BK0197","CLIX","LU0738911758.USD","BABA","ONLN","BK4503","IE00BPRC5H50.USD","LU1048588211.SGD","IE00BF5LJ272.USD","BK4504","LU1046422090.SGD","BK4505","LU0651946864.USD","BK4534","BK4122","LU0072462343.USD","09988","BK4607","BK4220","BK4558","BK4524","LU1003077747.HKD","IE00B0JY6N72.USD","ZTO","LU1051768304.USD","BK0077","DRAG","ALBmain","BK4548","LU1046421795.USD","LU2148611432.USD","BABX","LU0661504455.SGD","IE00BFMHRM44.USD","LU1282648689.USD","LU0047713382.USD","LU1235294995.USD","BK4533","LU0821914370.USD","LU0417516902.SGD","LU0880133367.SGD","LU0949170772.SGD","LU1769817096.USD","BK4585","02057","BBYY","BK0232","BK4579","BABO","KBAB","IE00B5MMRT66.SGD","BABW","LU0545039389.USD","BK4535","LU1152091168.USD","LU0553294199.USD","LU1008478684.HKD","LU1880383366.USD","LU0052756011.USD","BK0016","BK4527","LU1242518857.USD","LU0251143458.SGD","LU1267930227.SGD","BK4543","LU0918141887.USD","BK0187","LU1051769294.HKD","BK1151","BK4554","LU0128525689.USD","LU1105468828.SGD","BK4575","LU0106959298.USD","BK4587","LU0072913022.USD","LU1242518931.SGD","LU0310800965.SGD","BK1502","002468","LU1152091754.HKD","LU0501845795.SGD","LU1769817179.HKD","06123","BK4581","BK4526","LU0348814723.USD","LU0456842615.SGD","LU0348816934.USD","LU0348825331.USD","LU1048596156.SGD","LU1515016050.SGD","BABU","BK4538","LU0918141705.HKD","LU1823568750.SGD","LU0979878070.USD","LU0328353924.USD","BK4614","IE00B543WZ88.USD","LU0651947912.USD","BK4531","BK0117","BK4565"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2650168578","title":"我看错了Anthropic！骂了大半年，马斯克突然改口","url":"https://stock-news.laohu8.com/highlight/detail?id=2650168578","media":"新智元","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2650168578?lang=zh_cn&edition=full","pubTime":"2026-07-12 15:54","pubTimestamp":1783842846,"startTime":"0","endTime":"0","summary":"“我显然看错了Anthropic。”马斯克突然改口了。他还预言，Anthropic很快会拿出Mythos 2。换句话说，马斯克要是想搞垮Anthropic，随时能做到。去年9月开始，马斯克对Anthropic几乎没公开说过一句好话。据SpaceX提交的S-1招股书披露，Anthropic承诺每月支付12.5亿美元，一直付到2029年5月，其间任何一方可提前90天通知终止。据TechCrunch，到2026年7月，Anthropic已经是SpaceX最大的几家客户之一。当然，Anthropic的安全感，并不需要全押在马斯克的“风格”上。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8uhTbGhat2S","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["LU0942090050.USD","LU1988902786.USD","LU0210536198.USD","IE00BFSS7M15.SGD","LU2063271972.USD","LU0006306889.USD","LU1127390331.HKD","LU2456880835.USD","LU2265009873.SGD","LU1674673428.USD","LU1935043536.SGD","LU0061474960.USD","IE00BJLML261.HKD","BK4604","ABFL","LU2458330169.SGD","SHOC","07766","LU0528227936.USD","LU0029864427.USD","TTEQ","NVDQ","ILDR","LU2249611893.SGD","LU1951198990.SGD","LU2168564065.EUR","LU0097036916.USD","LU1989764748.USD","IE00BD6J9T35.USD","LU1917777945.USD","LU2361044865.SGD","LU1935042991.SGD","LU0310800379.SGD","LU2326559502.SGD","LU0354030511.USD","LU2237443549.SGD","SG9999014542.SGD","LU0786609619.USD","LU0069063385.USD","IE00B4JS1V06.HKD","LU1935042488.USD","2NVD.UK","BK4543","LU0198837287.USD","LU0316494557.USD","LU1861215975.USD","LIT","LU2463028550.USD","LU1629891620.HKD","FTEC","LU0823434583.USD","LU1989772840.SGD","3NVD.UK","NVD","IE000W1ABFV2.USD","TEST","LU0823434740.USD","SG9999015945.SGD","LU2089284900.SGD","BK4567","HK0000914686.HKD","LU2272731600.USD","LU2413666699.HKD","LU0889565833.HKD","LU0348723411.USD","HK0000532082.HKD","SG9999018865.SGD","LU1868836757.USD","LU0203202063.USD","LU1366333091.USD","LU0266013472.USD","LU0345769631.USD","BK4141","LU1267930730.SGD","LU2237443895.HKD","LU1923622291.USD","LU0096362180.USD","LU0957791311.USD","LU0310799852.SGD","LU0138981039.USD","LU2108987350.USD","LU2047632596.USD","LU2168564495.EUR","LU0187121727.USD","IE00BJJMRX11.SGD","TSDD","LU0345768153.USD","FDRV","LU0157215616.USD","LU0672654240.SGD","LU2237957902.USD","LU2394011477.USD","TYLG","LU2272731782.SGD","LU2931357623.SGD","LU0274383776.USD","LU0390134368.USD","LU0964807845.USD","LU2125909593.SGD","LU1951200564.SGD","LU2294711713.HKD","LU2473716301.USD","TSLA","NVDS","LU0256863902.USD","LU2637965513.SGD","USD","LU0557290698.USD","LU2111349929.HKD","LU1145028129.USD","IE00BWXC8680.SGD","LU2420271590.USD","LU0056508442.USD","LU0072462426.USD","IE00B1BXHZ80.USD","LU2083900584.USD","LU2471134879.HKD","LU2462591350.SGD","NVDL","IE00B7KXQ091.USD","IETC","LU0444973449.USD","SG9999014906.USD","LU0323240290.USD","SG9999017495.SGD","LU1721428933.USD","LU2471134952.CNY","LU2471134523.USD","LU2168564222.USD","LU1880398471.USD","NVIW.SI","LU0225283273.USD","LU1571399168.USD","LU0472753341.HKD","NVD2.UK","LU0689472784.USD","LU0511384066.AUD","LU1868837136.USD","NVDA","NVDS.UK","LU2237443382.USD","NVDY","LU0689626769.HKD","LU1400636491.USD","LU1084165304.USD","LU2487616109.SGD","IE00BKDWB100.SGD","NVDW","LU1934455277.USD","IE00BQXX3C00.GBP","IE0004445015.USD","IE0034235303.USD","LU0882574139.USD","LU1244550221.USD","LU0788109477.HKD","LU1718418525.SGD","LU0211327993.USD","LU1868836591.USD","TSLG","07366","SG9999018857.SGD","LU0724617625.USD","JGRO","IE00BHPRN162.USD","LU1400636657.SGD","METV","07788","LU1712237335.SGD","IE00BFSS8Q28.SGD","LU0642271901.SGD","LU2028103732.USD","LU2087625088.SGD","LU0417517546.SGD","LU0823414478.USD","LU1323610961.USD","LU1992135399.USD","LU2089985449.USD","LU2054465674.USD","LU2746668461.USD","TSLT","BK4608","LU2505996509.AUD","IE00BK4W5L77.USD","IXN","LU1699723380.USD","DIPS","TSLP","LU0053666078.USD","LU0494093205.USD","LU2552382215.SGD","LU1815336760.USD","IE00B19Z8X17.USD","LU2756315664.SGD","TSLL","LU0868494617.USD","LU2381873111.SGD","LU2065169927.USD","LU0081259029.USD","LU2125909247.SGD","LU2360106780.USD","LU0154236417.USD","BK4579","IE00B3SWFQ91.USD","LU2361044949.HKD","LU1923622614.USD","LU1815333072.USD","LU2756315318.SGD","LU2433249047.HKD","IE00BJTD4N35.SGD","LU0238689110.USD","CLSE","IE00BK4W5M84.HKD","LU1778281490.HKD","TLA","LU0823421416.USD","LU0345769128.USD","09766","HK0000304797.USD","LU0124676726.USD","LU0965509283.SGD","SG9999015986.USD","LU2360032135.SGD","LU2092627202.USD","IE000ITXATA3.USD","SOXQ","LU0708995401.HKD","SMHX","LU2896262040.SGD","LU1280957306.USD","LU1400636574.HKD","LU2250418816.HKD","LU0823421333.USD","LU1244550577.SGD","TSLR","LU1066051811.HKD","FAI","IE0001KFT4U8.USD","BK4614","LU0965508806.USD","GB00BDT5M118.USD","LU2237438978.USD","IE0034235295.USD","LU1861559042.SGD","LU1435385759.SGD","IE0004086264.USD","LU1037948897.HKD","TSLY","LU0077335932.USD","LU2023250330.USD","LU0444971666.USD","IE00B3M56506.USD","LU2286300806.USD","IE00BZ1G4Q59.USD","LU0082616367.USD","LU0820561909.HKD","ESUM","LU0057025933.USD","LU0251132253.USD","LU2272731865.HKD","LU0175139822.U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阿里巴巴捐赠物资驰援南宁、贵港、黄冈；2026“全球设计院长峰会”开幕","url":"https://stock-news.laohu8.com/highlight/detail?id=2650415603","media":"阿里巴巴","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2650415603?lang=zh_cn&edition=full","pubTime":"2026-07-11 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