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门_7322

门_7322

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IP属地：河北

23关注

5粉丝

3主题

0勋章

02-03

本身车的业务基础还没牢固，就算ai是大趋势，用的把硬件做好吧。

02-02

$2倍做多白银ETF-ProShares(AGQ)$

01-31

$2倍做多白银ETF-ProShares(AGQ)$ 沃什降利率的同时缩表，要是做到了大统领他来干算了哈哈

01-29

都死翘翘了还报个屁啊，三道红线直接引爆房地产。

房多多盘前大涨12%，贝壳涨近7%

01-27

$2倍做多白银ETF-ProShares(AGQ)$ 今天破四百

01-26

$2倍做多白银ETF-ProShares(AGQ)$ 涨的不可思议了，很明显市场上已经没有空头了。各种不确定性只会越来越多。拿住别松手。

01-14

Replying to @守得云开:有戏//@守得云开:今年上半年，不历史新高都是弱者

01-14

$阿里巴巴-W(09988)$ 月底有没有可能冲前高？两三个月破200？

01-12

$博时两倍做多中国创业板(07234)$ 涨的没完了，还没上车呢

01-12

$阿里巴巴-W(09988)$ 这次应该是真突破了，下方缺口不会补啦。

01-08

本来想偷个鸡，谁知道一个挺尸偷鸡不成蚀把米

每日卖空追踪 | 快手-W 01月08日卖空量成交261.09万股，卖空比例为7.36%

2025-12-11

扛63%🐮🍺

2025-11-25

这话说的对自己没信心还是咋的，在不在是一回事提供不提供是另外一回事。

理想高管回应理想汽车为什么没终身质保：没有哪家公司能确保永远活着

2025-11-21

理想还要自己造电池

2025-11-21

复产的潜在供应量应该哒的很

港股异动 | 锂电股盘初走弱，赣锋锂业跌超9%，天齐锂业跌超7%

2025-11-20

准备去开发湾湾重建脚盆吗

港股异动 | 内房股异动拉升，融创中国涨超9%

2025-11-19

$CAT.HK 20251121 450.00 PUT$ 还有两天到期为啥价格这么坚挺？

2025-11-18

很多产能都等着价格到了十万复产，26年涨到15/20万不大可能

碳酸锂价格冲高引关注短期支撑与中长期走势成焦点

2025-11-14

$小鹏汽车-W(09868)$ 不看好小鹏不参与只看

2025-11-13

$黄金主连 2512(GCmain)$ 不会晚上再来一波吧

去老虎APP查看更多动态

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沃什降利率的同时缩表，要是做到了大统领他来干算了哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527778565584400","isVote":1,"tweetType":1,"viewCount":677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527038156092856,"gmtCreate":1769679575544,"gmtModify":1769680770145,"author":{"id":"246737441473300","authorId":"246737441473300","name":"门_7322","avatar":"https://static.tigerbbs.com/3129ecbf58055ffa98abaa42cf62fbee","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"246737441473300","authorIdStr":"246737441473300"},"themes":[],"title":"","htmlText":"都死翘翘了还报个屁啊，三道红线直接引爆房地产。","listText":"都死翘翘了还报个屁啊，三道红线直接引爆房地产。","text":"都死翘翘了还报个屁啊，三道红线直接引爆房地产。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527038156092856","repostId":"1173031538","repostType":4,"repost":{"id":"1173031538","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":1769678009,"share":"https://www.laohu8.com/m/news/1173031538?lang=zh_CN&edition=full","pubTime":"2026-01-29 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tg-height=\"165\"></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DUO":"房多多","BEKE":"贝壳"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173031538","content_text":"周四， 房多多 盘前大涨12%， 贝壳 涨近7%。昨日有消息称，多家房地产企业已不再被监管部门要求每月上报“三道红线”相关数据，仅部分出险房企需向总部所在城市的风险处置专班组定期汇报资产负债率等核心财务指标。","news_type":1,"symbols_score_info":{"DUO":2,"BEKE":2}},"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526024197915336,"gmtCreate":1769448755411,"gmtModify":1769448757543,"author":{"id":"246737441473300","authorId":"246737441473300","name":"门_7322","avatar":"https://static.tigerbbs.com/3129ecbf58055ffa98abaa42cf62fbee","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"246737441473300","authorIdStr":"246737441473300"},"themes":[],"title":"","htmlText":"<a 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这次应该是真突破了，下方缺口不会补啦。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521039681573240","isVote":1,"tweetType":1,"viewCount":805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519594797987312,"gmtCreate":1767875531768,"gmtModify":1767875534188,"author":{"id":"246737441473300","authorId":"246737441473300","name":"门_7322","avatar":"https://static.tigerbbs.com/3129ecbf58055ffa98abaa42cf62fbee","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"246737441473300","authorIdStr":"246737441473300"},"themes":[],"title":"","htmlText":"本来想偷个鸡，谁知道一个挺尸偷鸡不成蚀把米","listText":"本来想偷个鸡，谁知道一个挺尸偷鸡不成蚀把米","text":"本来想偷个鸡，谁知道一个挺尸偷鸡不成蚀把米","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519594797987312","repostId":"2601352508","repostType":2,"repost":{"id":"2601352508","kind":"news","pubTimestamp":1767861019,"share":"https://www.laohu8.com/m/news/2601352508?lang=zh_CN&edition=full","pubTime":"2026-01-08 16:30","market":"hk","language":"zh","title":"每日卖空追踪 | 快手-W 01月08日卖空量成交261.09万股，卖空比例为7.36%","url":"https://stock-news.laohu8.com/highlight/detail?id=2601352508","media":"市场透视","summary":"快手-W北京时间01月08日，跌2.51%，卖空量成交261.09万股，较上一交易日减少52.74%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/01024\">快手-W</a>（01024.HK）北京时间01月08日，跌2.51%，卖空量成交261.09万股，较上一交易日减少52.74%</p><p>更多个股卖空数据请看下面视窗：</p><p>卖空数据是观测市场多空博弈的关键指标：</p><p>短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹（空头被迫回补推升股价）；长期结合基本面恶化则预警下行风险。投资者可搭配成交量、行业动态捕捉事件性机会（如财报前卖空激增后的反转）。港股数据实时性强，适合短线跟踪；美股因T+2延迟，更适用中长期分析。</p><p>需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。理性投资应避免孤立使用，需结合财报、资金流向等多维验证，重点关注趋势变化而非绝对数值。</p><p>（以上内容为<a href=\"https://laohu8.com/S/00700\">腾讯</a>自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）</p></article></body></html>","source":"tencent","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>每日卖空追踪 | 快手-W 01月08日卖空量成交261.09万股，卖空比例为7.36%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n每日卖空追踪 | 快手-W 01月08日卖空量成交261.09万股，卖空比例为7.36%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-08 16:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260108164428a70239e8&s=b><strong>市场透视</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快手-W（01024.HK）北京时间01月08日，跌2.51%，卖空量成交261.09万股，较上一交易日减少52.74%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹（空头被迫回补推升股价）；长期结合基本面恶化则预警下行风险。投资者可搭配成交量、行业动态捕捉事件性机会（如财报前卖空激增后的反转）。港股数据...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260108164428a70239e8&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81024":"快手-WR","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","BK1591":"就地过年概念","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260108164428a70239e8&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2601352508","content_text":"快手-W（01024.HK）北京时间01月08日，跌2.51%，卖空量成交261.09万股，较上一交易日减少52.74%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹（空头被迫回补推升股价）；长期结合基本面恶化则预警下行风险。投资者可搭配成交量、行业动态捕捉事件性机会（如财报前卖空激增后的反转）。港股数据实时性强，适合短线跟踪；美股因T+2延迟，更适用中长期分析。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。理性投资应避免孤立使用，需结合财报、资金流向等多维验证，重点关注趋势变化而非绝对数值。（以上内容为腾讯自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）","news_type":1,"symbols_score_info":{"81024":0.6,"01024":1.96,"KSTmain":0.6}},"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509549136552368,"gmtCreate":1765439586283,"gmtModify":1765439589034,"author":{"id":"246737441473300","authorId":"246737441473300","name":"门_7322","avatar":"https://static.tigerbbs.com/3129ecbf58055ffa98abaa42cf62fbee","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"246737441473300","authorIdStr":"246737441473300"},"themes":[],"htmlText":"扛63%🐮🍺","listText":"扛63%🐮🍺","text":"扛63%🐮🍺","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509549136552368","isVote":1,"tweetType":1,"viewCount":1051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503836259934560,"gmtCreate":1764029148762,"gmtModify":1764029151173,"author":{"id":"246737441473300","authorId":"246737441473300","name":"门_7322","avatar":"https://static.tigerbbs.com/3129ecbf58055ffa98abaa42cf62fbee","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"246737441473300","authorIdStr":"246737441473300"},"themes":[],"title":"","htmlText":"这话说的对自己没信心还是咋的，在不在是一回事提供不提供是另外一回事。","listText":"这话说的对自己没信心还是咋的，在不在是一回事提供不提供是另外一回事。","text":"这话说的对自己没信心还是咋的，在不在是一回事提供不提供是另外一回事。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503836259934560","repostId":"2585146276","repostType":2,"repost":{"id":"2585146276","kind":"news","pubTimestamp":1763989226,"share":"https://www.laohu8.com/m/news/2585146276?lang=zh_CN&edition=full","pubTime":"2025-11-24 21:00","market":"hk","language":"zh","title":"理想高管回应理想汽车为什么没终身质保：没有哪家公司能确保永远活着","url":"https://stock-news.laohu8.com/highlight/detail?id=2585146276","media":"快科技","summary":"对此，理想汽车产品线负责人汤靖@老汤哥Tango 回应称：说实话，我个人是不认可终身质保的，虽然之前理想ONE也做过终身质保。汤靖进一步解释称，所有无限的前提是先确保你永远存在，没有哪家公司能确保自己基业长青，哲学告诉我们未来只能证伪而不能证实，我们不能证明“自己”永远“活着”。此外，汤靖还举例：我买了个健身半年卡，我现在就担心它能不能活过半年，三年卡我都不敢买。","content":"<html><body><article><p>快科技11月24日消息，日前，有网友在网上提问称，为什么<a href=\"https://laohu8.com/S/LI\">理想汽车</a>没有终身质保，只有8年16万公里的质保政策。</p><p>对此，<a href=\"https://laohu8.com/S/02015\">理想汽车</a>产品线负责人汤靖@老汤哥Tango 回应称：说实话，我个人是不认可终身质保的，虽然之前理想ONE也做过终身质保。</p><p>汤靖进一步解释称，<strong>所有无限的前提是先确保你永远存在，没有哪家公司能确保自己基业<a href=\"https://laohu8.com/S/001324\">长青</a>，哲学告诉我们未来只能证伪而不能证实，我们不能证明“自己”永远“活着”。</strong></p><p>此外，汤靖还举例：我买了个健身半年卡，我现在就担心它能不能活过半年，三年卡我都不敢买。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251124210620773d2017ijjijicnhx\"/><p>据了解，理想汽车只对首款车型理想ONE推出过终身质保政策，但在2021年6月份时，理想取消了首任车主的终身质保政策，调整为三电系统（动力电池、驱动电机及电机控制器）+增程系统终身质保。</p><p>而理想汽车官网显示，目前在售的理想车型，<strong>提供5年或10万公里的整车质保、8年或16万公里的三电系统质保以及质保期内7x24小时免费道路救援等。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20251124210623721d201kz7rvyc2wii\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251124210641943d201dlcin2irte4\"/></article></body></html>","source":"tencent","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>理想高管回应理想汽车为什么没终身质保：没有哪家公司能确保永远活着</title>\n<style 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回应称：说实话，我个人是不认可终身质保的，虽然之前理想ONE也做过终身质保。汤靖进一步解释称，所有无限的前提是先确保你永远存在，没有哪家公司能确保自己基业长青，哲学告诉我们未来只能证伪而不能证实，我们不能证明“自己”永远“活着”。此外，汤靖还...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511242106449517882f&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU1720050803.USD":"安联全方位中国股票基金","BK1587":"次新股","BK1575":"同股不同权","02015":"理想汽车-W","BK1539":"汽车股","BK1588":"回港中概股","BK1119":"汽车制造商"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511242106449517882f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2585146276","content_text":"快科技11月24日消息，日前，有网友在网上提问称，为什么理想汽车没有终身质保，只有8年16万公里的质保政策。对此，理想汽车产品线负责人汤靖@老汤哥Tango 回应称：说实话，我个人是不认可终身质保的，虽然之前理想ONE也做过终身质保。汤靖进一步解释称，所有无限的前提是先确保你永远存在，没有哪家公司能确保自己基业长青，哲学告诉我们未来只能证伪而不能证实，我们不能证明“自己”永远“活着”。此外，汤靖还举例：我买了个健身半年卡，我现在就担心它能不能活过半年，三年卡我都不敢买。据了解，理想汽车只对首款车型理想ONE推出过终身质保政策，但在2021年6月份时，理想取消了首任车主的终身质保政策，调整为三电系统（动力电池、驱动电机及电机控制器）+增程系统终身质保。而理想汽车官网显示，目前在售的理想车型，提供5年或10万公里的整车质保、8年或16万公里的三电系统质保以及质保期内7x24小时免费道路救援等。","news_type":1,"symbols_score_info":{"02015":1.5}},"isVote":1,"tweetType":1,"viewCount":1319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502541993640624,"gmtCreate":1763709574725,"gmtModify":1763709577095,"author":{"id":"246737441473300","authorId":"246737441473300","name":"门_7322","avatar":"https://static.tigerbbs.com/3129ecbf58055ffa98abaa42cf62fbee","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"246737441473300","authorIdStr":"246737441473300"},"themes":[],"htmlText":"理想还要自己造电池","listText":"理想还要自己造电池","text":"理想还要自己造电池","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502541993640624","isVote":1,"tweetType":1,"viewCount":1172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502463377813976,"gmtCreate":1763690037071,"gmtModify":1763690039643,"author":{"id":"246737441473300","authorId":"246737441473300","name":"门_7322","avatar":"https://static.tigerbbs.com/3129ecbf58055ffa98abaa42cf62fbee","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"246737441473300","authorIdStr":"246737441473300"},"themes":[],"title":"","htmlText":"复产的潜在供应量应该哒的很","listText":"复产的潜在供应量应该哒的很","text":"复产的潜在供应量应该哒的很","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502463377813976","repostId":"1166266204","repostType":4,"repost":{"id":"1166266204","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":1763689027,"share":"https://www.laohu8.com/m/news/1166266204?lang=zh_CN&edition=full","pubTime":"2025-11-21 09:37","market":"hk","language":"zh","title":"港股异动 | 锂电股盘初走弱，赣锋锂业跌超9%，天齐锂业跌超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1166266204","media":"老虎资讯综合","summary":"11月21日，港股锂电股盘初走弱，$赣锋锂业(01772)$跌超9%，$天齐锂业(09696)$跌超7%，$中创新航(03931)$跌超5%。消息面上，广期所碳酸锂主力合约盘中一度跌超7%。","content":"<html><head></head><body><p>11月21日，港股锂电股盘初走弱，<a href=\"https://laohu8.com/S/01772\">赣锋锂业</a>跌超9%，<a href=\"https://laohu8.com/S/09696\">天齐锂业</a>跌超7%，<a href=\"https://laohu8.com/S/03931\">中创新航</a>跌超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/344e169478c846972bb30a5a152eeda3\" title=\"\" tg-width=\"905\" tg-height=\"557\"/></p><p>消息方面：11月20日，广期所发布公告，调整碳酸锂期货相关合约交易手续费标准及交易限额。11月21日早盘，碳酸锂期货主力合约跌超7%，报92960元/吨。华泰期货认为，前期行情主要由碳酸锂供需基本面推动，伴随资金逐步入场，近期更多体现为资金面对价格的驱动，推动涨势加速。</p><p style=\"text-align: justify;\">大和近日发布研报称，对明年锂价上行空间仍抱保守看法。该行预测明年锂价将维持于每吨7.5万至9万元人民币区间，较当前的每吨8.5万元水平上行空间有限，相信中国锂价于今年第四季至明年第一季仍然偏软，主要由于农历新年需求疲弱及全球电动车迎来淡季。</p></body></html>","collect":0,"html":"<!DOCTYPE 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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港股异动 | 锂电股盘初走弱，赣锋锂业跌超9%，天齐锂业跌超7%\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\">2025-11-21 09:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月21日，港股锂电股盘初走弱，<a href=\"https://laohu8.com/S/01772\">赣锋锂业</a>跌超9%，<a href=\"https://laohu8.com/S/09696\">天齐锂业</a>跌超7%，<a href=\"https://laohu8.com/S/03931\">中创新航</a>跌超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/344e169478c846972bb30a5a152eeda3\" title=\"\" tg-width=\"905\" tg-height=\"557\"/></p><p>消息方面：11月20日，广期所发布公告，调整碳酸锂期货相关合约交易手续费标准及交易限额。11月21日早盘，碳酸锂期货主力合约跌超7%，报92960元/吨。华泰期货认为，前期行情主要由碳酸锂供需基本面推动，伴随资金逐步入场，近期更多体现为资金面对价格的驱动，推动涨势加速。</p><p style=\"text-align: justify;\">大和近日发布研报称，对明年锂价上行空间仍抱保守看法。该行预测明年锂价将维持于每吨7.5万至9万元人民币区间，较当前的每吨8.5万元水平上行空间有限，相信中国锂价于今年第四季至明年第一季仍然偏软，主要由于农历新年需求疲弱及全球电动车迎来淡季。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78ccc3a53f1ce235a60691f4dd52834a","relate_stocks":{"09696":"天齐锂业","01772":"赣锋锂业"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166266204","content_text":"11月21日，港股锂电股盘初走弱，赣锋锂业跌超9%，天齐锂业跌超7%，中创新航跌超5%。消息方面：11月20日，广期所发布公告，调整碳酸锂期货相关合约交易手续费标准及交易限额。11月21日早盘，碳酸锂期货主力合约跌超7%，报92960元/吨。华泰期货认为，前期行情主要由碳酸锂供需基本面推动，伴随资金逐步入场，近期更多体现为资金面对价格的驱动，推动涨势加速。大和近日发布研报称，对明年锂价上行空间仍抱保守看法。该行预测明年锂价将维持于每吨7.5万至9万元人民币区间，较当前的每吨8.5万元水平上行空间有限，相信中国锂价于今年第四季至明年第一季仍然偏软，主要由于农历新年需求疲弱及全球电动车迎来淡季。","news_type":1,"symbols_score_info":{"09696":2,"01772":2}},"isVote":1,"tweetType":1,"viewCount":1716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502133964321520,"gmtCreate":1763609807686,"gmtModify":1763609809925,"author":{"id":"246737441473300","authorId":"246737441473300","name":"门_7322","avatar":"https://static.tigerbbs.com/3129ecbf58055ffa98abaa42cf62fbee","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"246737441473300","authorIdStr":"246737441473300"},"themes":[],"title":"","htmlText":"准备去开发湾湾重建脚盆吗","listText":"准备去开发湾湾重建脚盆吗","text":"准备去开发湾湾重建脚盆吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502133964321520","repostId":"1189962970","repostType":4,"repost":{"id":"1189962970","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":1763608444,"share":"https://www.laohu8.com/m/news/1189962970?lang=zh_CN&edition=full","pubTime":"2025-11-20 11:14","market":"hk","language":"zh","title":"港股异动 | 内房股异动拉升，融创中国涨超9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1189962970","media":"老虎资讯综合","summary":"内房股异动拉升，$融创中国(01918)$涨超9%，$碧桂园(02007)$涨超5%，$万科企业(02202)$、$远洋集团(03377)$、$世茂集团(00813)$均涨超3%。","content":"<html><head></head><body><p>11月20日，港股内房股异动拉升，<a href=\"https://laohu8.com/S/01918\">融创中国</a>涨超9%，<a href=\"https://laohu8.com/S/02007\">碧桂园</a>涨超5%，<a href=\"https://laohu8.com/S/02202\">万科企业</a>、<a href=\"https://laohu8.com/S/03377\">远洋集团</a>、<a href=\"https://laohu8.com/S/00813\">世茂集团</a>均涨超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a2add468fe5d1a8343f1ef1eb7a3a63\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 内房股异动拉升，融创中国涨超9%</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; 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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港股异动 | 内房股异动拉升，融创中国涨超9%\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\">2025-11-20 11:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月20日，港股内房股异动拉升，<a href=\"https://laohu8.com/S/01918\">融创中国</a>涨超9%，<a href=\"https://laohu8.com/S/02007\">碧桂园</a>涨超5%，<a href=\"https://laohu8.com/S/02202\">万科企业</a>、<a href=\"https://laohu8.com/S/03377\">远洋集团</a>、<a href=\"https://laohu8.com/S/00813\">世茂集团</a>均涨超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a2add468fe5d1a8343f1ef1eb7a3a63\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b8cc1e7567ad2c1dcb9f4d64c14835f8","relate_stocks":{"BK1589":"北水核心资产","BK1507":"粤港澳大湾区","BK1555":"内房股","01918":"融创中国","BK1610":"ETF&股票定投概念","BK1521":"挪威政府全球养老基金持仓","BK1240":"房地产开发","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189962970","content_text":"11月20日，港股内房股异动拉升，融创中国涨超9%，碧桂园涨超5%，万科企业、远洋集团、世茂集团均涨超3%。","news_type":1,"symbols_score_info":{"01918":2}},"isVote":1,"tweetType":1,"viewCount":1339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501808980378336,"gmtCreate":1763519697443,"gmtModify":1763519699075,"author":{"id":"246737441473300","authorId":"246737441473300","name":"门_7322","avatar":"https://static.tigerbbs.com/3129ecbf58055ffa98abaa42cf62fbee","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"246737441473300","authorIdStr":"246737441473300"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/CAT.HK 20251121 450.00 PUT\">$CAT.HK 20251121 450.00 PUT$ </a> 还有两天到期为啥价格这么坚挺？","listText":"<a href=\"https://laohu8.com/OPT/CAT.HK 20251121 450.00 PUT\">$CAT.HK 20251121 450.00 PUT$ </a> 还有两天到期为啥价格这么坚挺？","text":"$CAT.HK 20251121 450.00 PUT$ 还有两天到期为啥价格这么坚挺？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501808980378336","isVote":1,"tweetType":1,"viewCount":995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501347228553768,"gmtCreate":1763429217511,"gmtModify":1763429219767,"author":{"id":"246737441473300","authorId":"246737441473300","name":"门_7322","avatar":"https://static.tigerbbs.com/3129ecbf58055ffa98abaa42cf62fbee","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"246737441473300","authorIdStr":"246737441473300"},"themes":[],"title":"","htmlText":"很多产能都等着价格到了十万复产，26年涨到15/20万不大可能","listText":"很多产能都等着价格到了十万复产，26年涨到15/20万不大可能","text":"很多产能都等着价格到了十万复产，26年涨到15/20万不大可能","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501347228553768","repostId":"2584670127","repostType":2,"repost":{"id":"2584670127","kind":"news","pubTimestamp":1763418960,"share":"https://www.laohu8.com/m/news/2584670127?lang=zh_CN&edition=full","pubTime":"2025-11-18 06:36","market":"hk","language":"zh","title":"碳酸锂价格冲高引关注 短期支撑与中长期走势成焦点","url":"https://stock-news.laohu8.com/highlight/detail?id=2584670127","media":"ITBEAR科技资讯","summary":"近期，碳酸锂市场价格走势引发广泛关注。自10月中旬以来，碳酸锂价格便呈现出震荡上行的态势，累计涨幅已接近30%。对于碳酸锂价格能否涨至15万元/吨，市场观点存在分歧。从中长期来看，碳酸锂高价难以维持，仍需关注产能出清与需求增长情况。业内人士分析认为，当前产业链内已出现价格联动效应，六氟磷酸锂价格持续上涨与碳酸锂价格形成协同态势。综合来看，在12月底之前，供应紧张的局面将为碳酸锂价格上涨提供支撑。","content":"<html><body><article><p>近期，碳酸锂市场价格走势引发广泛关注。11月17日，碳酸锂期货主力合约强势涨停，收盘价定格在95200元/吨，这一价格创下2024年7月以来的新高。受此影响，A股市场中的能源金属、电池等相关板块表现活跃，锂矿概念股更是全线飘红，<a href=\"https://laohu8.com/S/002240\">盛新锂能</a>、<a href=\"https://laohu8.com/S/002192\">融捷股份</a>等多只个股强势涨停，<a href=\"https://laohu8.com/S/002466\">天齐锂业</a>、<a href=\"https://laohu8.com/S/002460\">赣锋锂业</a>等龙头股涨幅也均超过7%。</p><p>自10月中旬以来，碳酸锂价格便呈现出震荡上行的态势，累计涨幅已接近30%。<a href=\"https://laohu8.com/S/01772\">赣锋锂业</a>董事长李良彬在11月16日公开表示，根据预测，2025年全球碳酸锂需求量约为145万吨，考虑到下半年需求增长因素，预计全年需求将更新至155万吨，而同期供应能力约为170多万吨，存在约20万吨的过剩，因此价格相对低迷。不过，他进一步预测，到2026年，碳酸锂需求将增长30%，达到190万吨，供应能力虽也会增长25万吨左右，但供需将基本平衡，碳酸锂价格存在探涨空间。若明年需求增速超过30%，甚至达到40%，短期内供应难以满足需求，价格可能会突破15万元/吨，甚至冲击20万元/吨的高位。</p><p>对于碳酸锂价格能否涨至15万元/吨，市场观点存在分歧。万创投行研究院院长段志强在接受采访时指出，从产能释放情况来看，15万元/吨的价格高位面临一定压力。短期内，储能和新能源车需求的支撑可能推动价格冲高，但预计将围绕9万元/吨波动。他强调，高价会抑制下游企业的采购意愿，尤其是六氟磷酸锂等电解槽原材料价格在四个月内涨幅超过200%，高成本将压缩下游企业的盈利空间。从中长期来看，碳酸锂高价难以维持，仍需关注产能出清与需求增长情况。若2026年需求未达预期，高库存将成为拖累，目前预计2025年全球碳酸锂过剩量在13万吨至20万吨之间，库存将超过12万吨。</p><p>段志强还提到，碳酸锂价格的大幅上涨需考虑行业合理的利润空间。若行业毛利率短期内过高，资本将涌入市场，而20万元/吨的价格属于较高<span>毛利</span>阶段，即便短期内能够达到，长期也难以持续。下游储能和动力电池领域均追求经济性，锂价过高会降低储能收益率，增加主机厂成本，市场将通过自动调节抑制需求。</p><p>业内人士分析认为，当前产业链内已出现价格联动效应，六氟磷酸锂价格持续上涨与碳酸锂价格形成协同态势。从需求端来看，新能源汽车与储能领域共同发力，成为碳酸锂价格上涨的双重驱动力。从供给端来看，江西枧下窝锂矿复产进程不及预期，导致供给趋紧。江西省自然资源厅公布的枧下窝锂矿采矿权出让收益评估报告显示，采矿证申请程序正在进行中，预计复产时间不会早于12月中下旬。不过，锂价回升后，智利锂盐出口与澳矿出口有所增加，或对国内锂资源缺口形成一定补充。</p><p>海关总署数据显示，9月碳酸锂进口量为19596.9吨，环比下降10.3%，出口量为150.816吨，环比下降59.12%。CBC数据显示，10月国内碳酸锂产量为51530吨，环比增加9.31%，但开工率为43%，环比下降5个百分点，表明国内产能释放仍受到制约。综合来看，在12月底之前，供应紧张的局面将为碳酸锂价格上涨提供支撑。</p><p>对于中长期价格走势，<a href=\"https://laohu8.com/S/300226\">上海钢联</a>新能源事业部锂业分析师李攀认为，明年碳酸锂价格可能在7万元/吨至10万元/吨的区间内波动。这一判断基于对市场供需基本面的深入分析，7万元/吨附近有明确的成本和需求支撑，而10万元/吨则是澳大利亚矿山复产对应的价格水平。</p><p>上海有色金属网（SMM）锂电高级分析师王子涵分析称，在供需平衡方面，SMM预计2025年至2030年全球碳酸锂市场将维持供应过剩态势，但2025年至2026年过剩幅度或将有所收窄。预计2025年至2027年，全球储能市场将成为新的需求增长点，叠加动力市场需求稳步上行，长期资源过剩下项目投建释放或有延缓，资源过剩将得到小幅缓解。</p><p>在动力电池需求稳定的情况下，储能需求在2026年能否持续增长成为影响碳酸锂等原材料价格的关键因素。当前，全球储能市场的主要增长区域仍集中在中国、美国和欧洲地区，受2030愿景影响，中东、澳大利亚和东南亚等新兴地区也将增加储能需求。SMM预计，2025年全球储能需求有望同比增长约63%，2026年增速或有所放缓，同比增幅约15%，2026年至2030年全球储能需求的复合年均增长率有望维持在15%左右。</p></article></body></html>","source":"tencent","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>碳酸锂价格冲高引关注 短期支撑与中长期走势成焦点</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n碳酸锂价格冲高引关注 短期支撑与中长期走势成焦点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-18 06:36 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251118064816950ac1fb&s=b><strong>ITBEAR科技资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，碳酸锂市场价格走势引发广泛关注。11月17日，碳酸锂期货主力合约强势涨停，收盘价定格在95200元/吨，这一价格创下2024年7月以来的新高。受此影响，A股市场中的能源金属、电池等相关板块表现活跃，锂矿概念股更是全线飘红，盛新锂能、融捷股份等多只个股强势涨停，天齐锂业、赣锋锂业等龙头股涨幅也均超过7%。自10月中旬以来，碳酸锂价格便呈现出震荡上行的态势，累计涨幅已接近30%。赣锋锂业董事长...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251118064816950ac1fb&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999014674.SGD":"Nikko AM All China Equity A SGD","09696":"天齐锂业","BK1129":"特种化学制品"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251118064816950ac1fb&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2584670127","content_text":"近期，碳酸锂市场价格走势引发广泛关注。11月17日，碳酸锂期货主力合约强势涨停，收盘价定格在95200元/吨，这一价格创下2024年7月以来的新高。受此影响，A股市场中的能源金属、电池等相关板块表现活跃，锂矿概念股更是全线飘红，盛新锂能、融捷股份等多只个股强势涨停，天齐锂业、赣锋锂业等龙头股涨幅也均超过7%。自10月中旬以来，碳酸锂价格便呈现出震荡上行的态势，累计涨幅已接近30%。赣锋锂业董事长李良彬在11月16日公开表示，根据预测，2025年全球碳酸锂需求量约为145万吨，考虑到下半年需求增长因素，预计全年需求将更新至155万吨，而同期供应能力约为170多万吨，存在约20万吨的过剩，因此价格相对低迷。不过，他进一步预测，到2026年，碳酸锂需求将增长30%，达到190万吨，供应能力虽也会增长25万吨左右，但供需将基本平衡，碳酸锂价格存在探涨空间。若明年需求增速超过30%，甚至达到40%，短期内供应难以满足需求，价格可能会突破15万元/吨，甚至冲击20万元/吨的高位。对于碳酸锂价格能否涨至15万元/吨，市场观点存在分歧。万创投行研究院院长段志强在接受采访时指出，从产能释放情况来看，15万元/吨的价格高位面临一定压力。短期内，储能和新能源车需求的支撑可能推动价格冲高，但预计将围绕9万元/吨波动。他强调，高价会抑制下游企业的采购意愿，尤其是六氟磷酸锂等电解槽原材料价格在四个月内涨幅超过200%，高成本将压缩下游企业的盈利空间。从中长期来看，碳酸锂高价难以维持，仍需关注产能出清与需求增长情况。若2026年需求未达预期，高库存将成为拖累，目前预计2025年全球碳酸锂过剩量在13万吨至20万吨之间，库存将超过12万吨。段志强还提到，碳酸锂价格的大幅上涨需考虑行业合理的利润空间。若行业毛利率短期内过高，资本将涌入市场，而20万元/吨的价格属于较高毛利阶段，即便短期内能够达到，长期也难以持续。下游储能和动力电池领域均追求经济性，锂价过高会降低储能收益率，增加主机厂成本，市场将通过自动调节抑制需求。业内人士分析认为，当前产业链内已出现价格联动效应，六氟磷酸锂价格持续上涨与碳酸锂价格形成协同态势。从需求端来看，新能源汽车与储能领域共同发力，成为碳酸锂价格上涨的双重驱动力。从供给端来看，江西枧下窝锂矿复产进程不及预期，导致供给趋紧。江西省自然资源厅公布的枧下窝锂矿采矿权出让收益评估报告显示，采矿证申请程序正在进行中，预计复产时间不会早于12月中下旬。不过，锂价回升后，智利锂盐出口与澳矿出口有所增加，或对国内锂资源缺口形成一定补充。海关总署数据显示，9月碳酸锂进口量为19596.9吨，环比下降10.3%，出口量为150.816吨，环比下降59.12%。CBC数据显示，10月国内碳酸锂产量为51530吨，环比增加9.31%，但开工率为43%，环比下降5个百分点，表明国内产能释放仍受到制约。综合来看，在12月底之前，供应紧张的局面将为碳酸锂价格上涨提供支撑。对于中长期价格走势，上海钢联新能源事业部锂业分析师李攀认为，明年碳酸锂价格可能在7万元/吨至10万元/吨的区间内波动。这一判断基于对市场供需基本面的深入分析，7万元/吨附近有明确的成本和需求支撑，而10万元/吨则是澳大利亚矿山复产对应的价格水平。上海有色金属网（SMM）锂电高级分析师王子涵分析称，在供需平衡方面，SMM预计2025年至2030年全球碳酸锂市场将维持供应过剩态势，但2025年至2026年过剩幅度或将有所收窄。预计2025年至2027年，全球储能市场将成为新的需求增长点，叠加动力市场需求稳步上行，长期资源过剩下项目投建释放或有延缓，资源过剩将得到小幅缓解。在动力电池需求稳定的情况下，储能需求在2026年能否持续增长成为影响碳酸锂等原材料价格的关键因素。当前，全球储能市场的主要增长区域仍集中在中国、美国和欧洲地区，受2030愿景影响，中东、澳大利亚和东南亚等新兴地区也将增加储能需求。SMM预计，2025年全球储能需求有望同比增长约63%，2026年增速或有所放缓，同比增幅约15%，2026年至2030年全球储能需求的复合年均增长率有望维持在15%左右。","news_type":1,"symbols_score_info":{"09696":0.9}},"isVote":1,"tweetType":1,"viewCount":1380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":500022090227768,"gmtCreate":1763101127139,"gmtModify":1763101128973,"author":{"id":"246737441473300","authorId":"246737441473300","name":"门_7322","avatar":"https://static.tigerbbs.com/3129ecbf58055ffa98abaa42cf62fbee","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"246737441473300","authorIdStr":"246737441473300"},"themes":[],"title":"","htmlText":"<a 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21:23","market":"us","language":"zh","title":"美国1月ADP就业人数增加29.1万人，大幅好于预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1187944530","media":"老虎资讯综合","summary":"北京时间2月5日晚间，“小非农”ADP数据公布，数据显示美国1月ADP就业人数增加29.1万人，预期增加15.6万人，前值增加20.2万人。美国1月ADP就业人数创2019年1月以来新高。具体来看，1","content":"<p>北京时间2月5日晚间，<span>“小非农”ADP数据公布，数据显示美国1月ADP就业人数增加29.1万人，预期增加15.6万人，前值增加20.2万人。美国1月ADP就业人数创2019年1月以来新高。</span></p><p>具体来看，<span>1月制造业就业人数增加1万人，12月增加4.7万人。1月建筑业就业人数增加4.7万人，12月增加3.7万人。1月贸易/运输/公用事业就业人数增加0.8万人，12月增加7.8万人。</span></p><p><span>1月金融服务业就业人数增加0.2万人，12月增加1万人</span><b>。</b><span>1月专业/商业服务就业人数增加4.9万人，12月增加6.1万人。1月美国私营领域就业人数增幅为2015年5月以来新高。</span></p><p><span>“小非农”ADP数据公布后，国际黄金短线小幅下挫2.07美元；国际白银变动不大；美元指数DXY变动不大。</span></p><p><b>ADP就业数据公司副总裁称，商品生产商增加了就业机会，特别是在建筑和制造业，而服务提供商在休闲和招待方面获得了很大的收益。中等规模的公司创造了大量就业机会，但小公司在过去18个月的表现最好。</b></p><p><span>穆迪首席经济学家詹迪表示，温和的冬季天气极大地促进了一月份的就业增长。休闲业、招待业和建筑业的就业机会增加幅度特别大。就业增长背后的数据中显示，这与低失业率和稳定失业率相一致。</span></p><p>此前，<span>据CME“美联储观察”，美联储3月维持当前利率在1.50%-1.75%区间的概率为92.3%，降息25个基点的概率为7.7%，加息25个基点的概率为0%；到4月维持当前利率在1.50%-1.75%区间的概率为79.4%，降息25个基点的概率为19.5%，降息50个基点的概率为1.1%。</span></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国1月ADP就业人数增加29.1万人，大幅好于预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国1月ADP就业人数增加29.1万人，大幅好于预期\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\">2020-02-05 21:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>北京时间2月5日晚间，<span>“小非农”ADP数据公布，数据显示美国1月ADP就业人数增加29.1万人，预期增加15.6万人，前值增加20.2万人。美国1月ADP就业人数创2019年1月以来新高。</span></p><p>具体来看，<span>1月制造业就业人数增加1万人，12月增加4.7万人。1月建筑业就业人数增加4.7万人，12月增加3.7万人。1月贸易/运输/公用事业就业人数增加0.8万人，12月增加7.8万人。</span></p><p><span>1月金融服务业就业人数增加0.2万人，12月增加1万人</span><b>。</b><span>1月专业/商业服务就业人数增加4.9万人，12月增加6.1万人。1月美国私营领域就业人数增幅为2015年5月以来新高。</span></p><p><span>“小非农”ADP数据公布后，国际黄金短线小幅下挫2.07美元；国际白银变动不大；美元指数DXY变动不大。</span></p><p><b>ADP就业数据公司副总裁称，商品生产商增加了就业机会，特别是在建筑和制造业，而服务提供商在休闲和招待方面获得了很大的收益。中等规模的公司创造了大量就业机会，但小公司在过去18个月的表现最好。</b></p><p><span>穆迪首席经济学家詹迪表示，温和的冬季天气极大地促进了一月份的就业增长。休闲业、招待业和建筑业的就业机会增加幅度特别大。就业增长背后的数据中显示，这与低失业率和稳定失业率相一致。</span></p><p>此前，<span>据CME“美联储观察”，美联储3月维持当前利率在1.50%-1.75%区间的概率为92.3%，降息25个基点的概率为7.7%，加息25个基点的概率为0%；到4月维持当前利率在1.50%-1.75%区间的概率为79.4%，降息25个基点的概率为19.5%，降息50个基点的概率为1.1%。</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187944530","content_text":"北京时间2月5日晚间，“小非农”ADP数据公布，数据显示美国1月ADP就业人数增加29.1万人，预期增加15.6万人，前值增加20.2万人。美国1月ADP就业人数创2019年1月以来新高。具体来看，1月制造业就业人数增加1万人，12月增加4.7万人。1月建筑业就业人数增加4.7万人，12月增加3.7万人。1月贸易/运输/公用事业就业人数增加0.8万人，12月增加7.8万人。1月金融服务业就业人数增加0.2万人，12月增加1万人。1月专业/商业服务就业人数增加4.9万人，12月增加6.1万人。1月美国私营领域就业人数增幅为2015年5月以来新高。“小非农”ADP数据公布后，国际黄金短线小幅下挫2.07美元；国际白银变动不大；美元指数DXY变动不大。ADP就业数据公司副总裁称，商品生产商增加了就业机会，特别是在建筑和制造业，而服务提供商在休闲和招待方面获得了很大的收益。中等规模的公司创造了大量就业机会，但小公司在过去18个月的表现最好。穆迪首席经济学家詹迪表示，温和的冬季天气极大地促进了一月份的就业增长。休闲业、招待业和建筑业的就业机会增加幅度特别大。就业增长背后的数据中显示，这与低失业率和稳定失业率相一致。此前，据CME“美联储观察”，美联储3月维持当前利率在1.50%-1.75%区间的概率为92.3%，降息25个基点的概率为7.7%，加息25个基点的概率为0%；到4月维持当前利率在1.50%-1.75%区间的概率为79.4%，降息25个基点的概率为19.5%，降息50个基点的概率为1.1%。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3506645362681922","authorId":"3506645362681922","name":"needulsx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3506645362681922","idStr":"3506645362681922"},"content":"你美国爸爸真牛逼！牛牛牛","text":"你美国爸爸真牛逼！牛牛牛","html":"你美国爸爸真牛逼！牛牛牛"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381894859,"gmtCreate":1612950940271,"gmtModify":1703767337140,"author":{"id":"246737441473300","authorId":"246737441473300","name":"门_7322","avatar":"https://static.tigerbbs.com/3129ecbf58055ffa98abaa42cf62fbee","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"246737441473300","idStr":"246737441473300"},"themes":[],"htmlText":"<a 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