+关注
勇智力德
-
IP属地:浙江
332
关注
1294
粉丝
17
主题
0
勋章
主贴
热门
碾平
Latest
股民发不了财,其勇其智其力其德不备所致
碾平
2025-11-28
美国是最信息公开透明、实力最强大的国家,美国科技领先全世界,美股永远涨,下跌只是暂时的,BTFD,但要警惕短线大跌, 总之就是顺势而为,不要买在下跌的开始、上涨的末尾、高位颓势,可以买在下跌的末尾、上涨的开始中间段、强势拉升突破、低位弱势转强势,最好是45-60分位偏右侧交易
碾平
2025-11-20
$英伟达(NVDA)$
盘前涨了2%,盘后直逼200 所以说,市场很多时候并不总是对的,最近美股乱跌了这么多天,太荒唐了, 但是如果不按市场来,反而容易亏钱,所以是真的没有天理、没有规则,纯自由搏击
$NQ100指数主连 2512(NQmain)$
$纳斯达克(.IXIC)$
@碾平:
$英伟达(NVDA)$
瞎基吧乱跌,明天盘前涨2%,财报如果好,重返200块
$NQ100指数主连 2512(NQmain)$
$纳斯达克(.IXIC)$
碾平
2025-11-15
这篇文章不错,转发给大家看看
@碾平:多么痛的领悟,再做中丐无论强弱,再逆势做多虚弱的美股、做空强势的美股、抄底强力暴跌中的美股、做空强力拉升中的美股,做一次吃一斤狗s
碾平
2025-11-15
$百度(BIDU)$
$阿里巴巴(BABA)$
$京东(JD)$
$美团-W(03690)$
$快手-W(01024)$
看看这些都是什么玩意儿,中丐就是屎中屎,其本色几乎永远无法改变,不要拿自己的钱去搏一个很小概率的事情,你极大概率是不仅浪费钱,还浪费时间精力感情。。。
碾平
2025-11-06
30%靠纳指,20%靠标普,10%靠道指和蓝筹股,35%靠NVDA、TSLA、AAPL、GOOGL等10家科技巨头,5%靠其它
碾平
2025-08-11
摆脱中式教育系统的残酷迫害。光靠勤奋和努力是远远不够的,台风口甚至是必备、是大成的前提,所有的成功都是运气,如果你不重视机会的话,你其实很难大成,1%的灵感要超过99%的汗水,事实上,这个灵感可能起到真正决定性的作用,如果你不顺势而为、不去把握机会,你偏偏要去逆天,这个前进的过程中有那么大的阻力,你怎么可能大成呢? https://x.com/bbjk666/status/1945437917306057184
碾平
2025-05-04
这篇文章不错,转发给大家看看
【全程回顾】巴菲特:年底卸任伯克希尔CEO!坚定持有日股,淡定看美股波动
碾平
2024-04-05
就做当周和下周到期的,不敢做就别做,到期时间更长的并不会更安全多少
碾平
25 minutes ago
$美国超微公司(AMD)$
今天要涨到234.45以上
碾平
12:35
$SPXW 20260115 6970.0 PUT$
2600变45000
碾平
12:34
$SPXW 20260115 6970.0 PUT$
15倍
碾平
12:31
$NDXP 20260115 25750.0 PUT$
2500变20000
碾平
12:30
$NDXP 20260115 25700.0 PUT$
十几倍
碾平
12:06
$ServiceNow(NOW)$
严重低估了
碾平
11:41
$微软(MSFT)$
希望今天能够来一根大阳线,一阳改三观 🚀
碾平
07:52
、
AI应用开始赚大钱了,7个月收入翻倍至300亿美元!利好这些公司...
碾平
07:33
假新闻。。。我用谷歌搜了对应的英文和中文,都没有外媒报道,只看到富途和国内的媒体报道,而且10光年的说法最早在25年11月就有了,最近又老调重谈,真是恶心,恶意发布假新闻,造粪机。
$微软(MSFT)$
$纳斯达克(.IXIC)$
$NQ100指数主连 2603(NQmain)$
摩根大通一线调研:微软领先所有人至少10光年,生态整合能力非常强大!
碾平
05:51
$微软(MSFT)$
市场为什么非要这么执拗?难道460就是未来的天花板了?真是大无语事件。。。但是,从短线即时行情来看,又不得不承认眼前的事实
$纳斯达克(.IXIC)$
$标普500(.SPX)$
碾平
05:12
$AMD 20260116 235.0 PUT$
末日赢麻了
碾平
04:59
$MSFT 20260130 480.0 CALL$
碾平
04:01
$标普500(.SPX)$
先把今天的跳空缺口补了
碾平
03:41
$微软(MSFT)$
给我V 🚀
碾平
03:05
$台积电(TSM)$
倒车接人 🚀
碾平
02:35
扯尼M的淡
摩根大通一线调研:微软领先所有人至少10光年,生态整合能力非常强大!
碾平
01:38
$微软(MSFT)$
空头打造的铜墙铁壁,如何能凿穿?
$标普500(.SPX)$
$纳斯达克(.IXIC)$
碾平
01:18
$奈飞(NFLX)$
昨日重现?
碾平
01-15 23:28
$微软(MSFT)$
最大阻力方向就是向上涨。550的两座丰碑!
碾平
01-15 15:38
$微软(MSFT)$
畜牲都不如的垃圾玩意儿
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3463446769405484","uuid":"3463446769405484","gmtCreate":1500352748898,"gmtModify":1768544610040,"name":"勇智力德","pinyin":"yzldyongzhilide","introduction":"","introductionEn":"","signature":"-","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1294,"headSize":332,"tweetSize":10747,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":5,"name":"才子虎","nameTw":"才子虎","represent":"马中良驹","factor":"发布80非转发主帖,其中10条优质帖,10条帖子被编辑选为精华,评论120次","iconColor":"8867FB","bgColor":"BDC5FF"},"themeCounts":17,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":3065,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3(或有料帖>=10),且30天内发表过至少一篇精华帖(或4篇有料帖)并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","grayImgUrl":null,"redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.11.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2007},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.01.09","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"f48104d3aff74204841356e6c91c4d07-1","templateUuid":"f48104d3aff74204841356e6c91c4d07","name":"周度最佳创作者","description":"每周获得最佳精华帖的创作者","bigImgUrl":"https://static.tigerbbs.com/271475ceaf67d40016c8cfa16c08c8b3","smallImgUrl":"https://static.tigerbbs.com/5a6336061b9ba82ba9177c7ec476f5f2","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":2,"allocatedDate":"2022.05.16","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2004},{"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,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.22","exceedPercentage":"93.96%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"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,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"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,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"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,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.12%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":7,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.01.09","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},"individualDisplayBadges":null,"crmLevel":8,"crmLevelSwitch":1,"location":"浙江","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":1,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":522464526184976,"gmtCreate":1768544571673,"gmtModify":1768544573328,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"title":"","htmlText":"股民发不了财,其勇其智其力其德不备所致","listText":"股民发不了财,其勇其智其力其德不备所致","text":"股民发不了财,其勇其智其力其德不备所致","images":[{"img":"https://static.tigerbbs.com/e011c65873b3881c7014d21dc3d3fe1e","width":"1076","height":"1104"}],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522464526184976","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":10,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":504926485348912,"gmtCreate":1764292205034,"gmtModify":1764292208604,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"title":"","htmlText":"美国是最信息公开透明、实力最强大的国家,美国科技领先全世界,美股永远涨,下跌只是暂时的,BTFD,但要警惕短线大跌, 总之就是顺势而为,不要买在下跌的开始、上涨的末尾、高位颓势,可以买在下跌的末尾、上涨的开始中间段、强势拉升突破、低位弱势转强势,最好是45-60分位偏右侧交易","listText":"美国是最信息公开透明、实力最强大的国家,美国科技领先全世界,美股永远涨,下跌只是暂时的,BTFD,但要警惕短线大跌, 总之就是顺势而为,不要买在下跌的开始、上涨的末尾、高位颓势,可以买在下跌的末尾、上涨的开始中间段、强势拉升突破、低位弱势转强势,最好是45-60分位偏右侧交易","text":"美国是最信息公开透明、实力最强大的国家,美国科技领先全世界,美股永远涨,下跌只是暂时的,BTFD,但要警惕短线大跌, 总之就是顺势而为,不要买在下跌的开始、上涨的末尾、高位颓势,可以买在下跌的末尾、上涨的开始中间段、强势拉升突破、低位弱势转强势,最好是45-60分位偏右侧交易","images":[],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504926485348912","isVote":1,"tweetType":1,"viewCount":2590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502057113354976,"gmtCreate":1763591246873,"gmtModify":1763591249506,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 盘前涨了2%,盘后直逼200 所以说,市场很多时候并不总是对的,最近美股乱跌了这么多天,太荒唐了, 但是如果不按市场来,反而容易亏钱,所以是真的没有天理、没有规则,纯自由搏击 <a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2512(NQmain)$ </a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> ","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 盘前涨了2%,盘后直逼200 所以说,市场很多时候并不总是对的,最近美股乱跌了这么多天,太荒唐了, 但是如果不按市场来,反而容易亏钱,所以是真的没有天理、没有规则,纯自由搏击 <a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2512(NQmain)$ </a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> ","text":"$英伟达(NVDA)$ 盘前涨了2%,盘后直逼200 所以说,市场很多时候并不总是对的,最近美股乱跌了这么多天,太荒唐了, 但是如果不按市场来,反而容易亏钱,所以是真的没有天理、没有规则,纯自由搏击 $NQ100指数主连 2512(NQmain)$ $纳斯达克(.IXIC)$","images":[],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502057113354976","repostId":"501729523519616","repostType":1,"repost":{"id":501729523519616,"gmtCreate":1763500318932,"gmtModify":1763500321737,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 瞎基吧乱跌,明天盘前涨2%,财报如果好,重返200块 <a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2512(NQmain)$ </a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> ","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 瞎基吧乱跌,明天盘前涨2%,财报如果好,重返200块 <a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2512(NQmain)$ </a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> ","text":"$英伟达(NVDA)$ 瞎基吧乱跌,明天盘前涨2%,财报如果好,重返200块 $NQ100指数主连 2512(NQmain)$ $纳斯达克(.IXIC)$","images":[{"img":"https://static.tigerbbs.com/4e1b669ec01ce753db95d93c88178586","width":"1080","height":"2390"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501729523519616","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":500292572156008,"gmtCreate":1763182583580,"gmtModify":1763182585892,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"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":2,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/500292572156008","repostId":"388326297383184","repostType":1,"repost":{"id":388326297383184,"gmtCreate":1735836151058,"gmtModify":1735841832672,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"htmlText":"多么痛的领悟,再做中丐无论强弱,再逆势做多虚弱的美股、做空强势的美股、抄底强力暴跌中的美股、做空强力拉升中的美股,做一次吃一斤狗s","listText":"多么痛的领悟,再做中丐无论强弱,再逆势做多虚弱的美股、做空强势的美股、抄底强力暴跌中的美股、做空强力拉升中的美股,做一次吃一斤狗s","text":"多么痛的领悟,再做中丐无论强弱,再逆势做多虚弱的美股、做空强势的美股、抄底强力暴跌中的美股、做空强力拉升中的美股,做一次吃一斤狗s","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388326297383184","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3094,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":500293888835664,"gmtCreate":1763182467451,"gmtModify":1763182911500,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> <a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a> <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a> <a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$ </a> 看看这些都是什么玩意儿,中丐就是屎中屎,其本色几乎永远无法改变,不要拿自己的钱去搏一个很小概率的事情,你极大概率是不仅浪费钱,还浪费时间精力感情。。。","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> <a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a> <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a> <a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$ </a> 看看这些都是什么玩意儿,中丐就是屎中屎,其本色几乎永远无法改变,不要拿自己的钱去搏一个很小概率的事情,你极大概率是不仅浪费钱,还浪费时间精力感情。。。","text":"$百度(BIDU)$$阿里巴巴(BABA)$ $京东(JD)$ $美团-W(03690)$ $快手-W(01024)$ 看看这些都是什么玩意儿,中丐就是屎中屎,其本色几乎永远无法改变,不要拿自己的钱去搏一个很小概率的事情,你极大概率是不仅浪费钱,还浪费时间精力感情。。。","images":[{"img":"https://static.tigerbbs.com/dbf3ac54b00d055d6d6f454f83e3ad56","width":"1080","height":"2558"}],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/500293888835664","isVote":1,"tweetType":1,"viewCount":33458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":497174394655152,"gmtCreate":1762403158485,"gmtModify":1762403161336,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"title":"","htmlText":"30%靠纳指,20%靠标普,10%靠道指和蓝筹股,35%靠NVDA、TSLA、AAPL、GOOGL等10家科技巨头,5%靠其它","listText":"30%靠纳指,20%靠标普,10%靠道指和蓝筹股,35%靠NVDA、TSLA、AAPL、GOOGL等10家科技巨头,5%靠其它","text":"30%靠纳指,20%靠标普,10%靠道指和蓝筹股,35%靠NVDA、TSLA、AAPL、GOOGL等10家科技巨头,5%靠其它","images":[],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497174394655152","isVote":1,"tweetType":1,"viewCount":4781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466334804869384,"gmtCreate":1754876597217,"gmtModify":1754878103108,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"htmlText":"摆脱中式教育系统的残酷迫害。光靠勤奋和努力是远远不够的,台风口甚至是必备、是大成的前提,所有的成功都是运气,如果你不重视机会的话,你其实很难大成,1%的灵感要超过99%的汗水,事实上,这个灵感可能起到真正决定性的作用,如果你不顺势而为、不去把握机会,你偏偏要去逆天,这个前进的过程中有那么大的阻力,你怎么可能大成呢? https://x.com/bbjk666/status/1945437917306057184","listText":"摆脱中式教育系统的残酷迫害。光靠勤奋和努力是远远不够的,台风口甚至是必备、是大成的前提,所有的成功都是运气,如果你不重视机会的话,你其实很难大成,1%的灵感要超过99%的汗水,事实上,这个灵感可能起到真正决定性的作用,如果你不顺势而为、不去把握机会,你偏偏要去逆天,这个前进的过程中有那么大的阻力,你怎么可能大成呢? https://x.com/bbjk666/status/1945437917306057184","text":"摆脱中式教育系统的残酷迫害。光靠勤奋和努力是远远不够的,台风口甚至是必备、是大成的前提,所有的成功都是运气,如果你不重视机会的话,你其实很难大成,1%的灵感要超过99%的汗水,事实上,这个灵感可能起到真正决定性的作用,如果你不顺势而为、不去把握机会,你偏偏要去逆天,这个前进的过程中有那么大的阻力,你怎么可能大成呢? https://x.com/bbjk666/status/1945437917306057184","images":[],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/466334804869384","isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":431317824348576,"gmtCreate":1746297475759,"gmtModify":1746297477323,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"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":2,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/431317824348576","repostId":"1184806579","repostType":4,"repost":{"id":"1184806579","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":1746279092,"share":"https://www.laohu8.com/m/news/1184806579?lang=zh_CN&edition=full","pubTime":"2025-05-03 21:31","market":"us","language":"zh","title":"【全程回顾】巴菲特:年底卸任伯克希尔CEO!坚定持有日股,淡定看美股波动","url":"https://stock-news.laohu8.com/highlight/detail?id=1184806579","media":"老虎资讯综合","summary":"巴菲特在伯克希尔・哈撒韦股东大会上表示,平衡的贸易对世界有益。毫无疑问,贸易可能成为一种战争行为。美国应该寻求与其他国家进行贸易,贸易不应该成为武器。","content":"<html><head></head><body><p style=\"text-align: justify;\">当地时间5月3日,一年一度的投资界“春晚”——伯克希尔・哈撒韦股东大会在美国奥马哈市举行。</p><p style=\"text-align: justify;\">在今年的股东大会上,巴菲特屡次就特朗普政府的政策与财政问题表达担忧,明确强调贸易不应作为武器。此外,他还针对伯克希尔的巨额现金储备,以及近期美股市场波动、海外投资、人生哲学、AI、自动驾驶、保险业务等一系列话题发表见解。</p><p style=\"text-align: justify;\">令全球投资者感到意外的是,巴菲特在股东大会最后宣布,他已经决定将在周日的董事会上,提议在年底前正式将伯克希尔CEO职务交给接班人格雷格·阿贝尔。</p><p style=\"text-align: justify;\"><strong>以下为全程回顾(北京时间):</strong></p><p><strong>02:00 在巴菲特的退休宣言后,问答环节正式结束,全场起立鼓掌向他致敬。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e2a756af668cad00b0c2a627f68b791\" title=\"\" tg-width=\"999\" tg-height=\"562\"/></p><p><strong>01:55</strong> <strong>【巴菲特:我的时间已经到了,阿贝尔将在年底上任CEO】</strong></p><p style=\"text-align: justify;\"><strong>巴菲特表示,明天伯克希尔董事会将开会,有一项目前只有我和我的孩子们(也是公司董事)知道的提议。他将建议阿贝尔到年底时出任伯克希尔CEO。他“仍会留在公司”提供帮助,但“最终决定权”将属于阿贝尔。</strong></p><p style=\"text-align: justify;\"><strong>巴菲特表示,阿贝尔对此并不知情,除了他的子女外,其他董事会成员也都不知情。</strong></p><p><strong>01:45 【如何评价伯克希尔仍在大量使用煤炭发电?】</strong></p><p style=\"text-align: justify;\">在股东提问中,阿贝尔遭到批评称,伯克希尔能源公司仍在大量使用煤炭发电,同时在转型新能源方面表现不佳。</p><p style=\"text-align: justify;\">阿贝尔表示,伯克希尔能源是政策的执行者,在新能源政策方面需要与每个州进行洽谈,使用哪种能源很大程度上取决于各个州的政策,这不是伯克希尔能够决定的。</p><p style=\"text-align: justify;\">阿贝尔同时讲述了2000年代初爱荷华州电力结构变化的轶事。他强调在州立法者的支持下伯克希尔投资了首个一个大型风电项目,同时淘汰了燃煤机组。他也补充道,煤炭机组对维持电力供应稳定仍不可或缺。</p><p style=\"text-align: justify;\"><strong>01:35</strong> <strong>巴菲特:我一直认为,政治人物如果有钱但没有信用,那对我来说是非常负面的信号。</strong></p><p style=\"text-align: justify;\"><strong>01:30</strong> <strong>【巴菲特警告:美国经济的“圣殿”可能被“赌场”取代】</strong></p><p style=\"text-align: justify;\">巴菲特表示,美国资本主义取得了前所未有的成功。但是……这座宏伟的‘圣殿’催生了世界上前所未有的经济,然后又建了一座巨大的赌场。所以,你就有了赌场。在赌场里,每个人都玩得很开心,有很多钱在交易等等……未来100年,美国必须确保圣殿不会被赌场取代,这一点非常重要。因为人们真的很喜欢去赌场。”</p><p style=\"text-align: justify;\"><strong>01:25</strong> <strong>【巴菲特评“政府效率部”】</strong></p><p style=\"text-align: justify;\">巴菲特表示,官僚主义非常“具有传染性”,而且确实没有什么能制约它。如何控制政府收支平衡的问题从未真正得到解决,这个问题曾重创过许多文明。对于美国庞大的财政赤字,巴菲特表示这样的事情是不可持续的。</p><p style=\"text-align: justify;\">他指出,美国长期以来没有真正解决财政赤字的问题,这从来都不是一个被彻底解决的议题。美国的财政赤字已经不是可持续的模式,两年也好,二十年也罢,我们不能永远依赖这种不可持续的机制。</p><p style=\"text-align: justify;\">巴菲特同时表示,自己不想接手平衡美国财政收支的工作,但 “削减成本的工作应当完成”。现场响起掌声一片。</p><p><strong>01:10 【如何评价科技巨头正在大举投资AI】</strong></p><p style=\"text-align: justify;\">巴菲特表示,不进行投资就能赚钱,总是要比投入重金赚大钱更好。以可口可乐为例,下游的灌瓶厂需要大量的资本,但对于卖糖浆的可口可乐公司而言,并不需要太多的资本。</p><p style=\"text-align: justify;\">巴菲特表示,未来观察“七巨头”公司会变得多么资本密集将非常有趣。在这个国家,很多资管行业的人通过关注他人如何投入资本而变得非常富有。</p><p style=\"text-align: justify;\"><strong>01:00 对于是否考虑收购子公司BHE剩余股份的提问,巴菲特表示,由于“社会因素”,公用事业业务已不如几年前景气。</strong></p><p style=\"text-align: justify;\"><strong>00:55 【巴菲特保证“不会用股东的钱做傻事”】</strong></p><p style=\"text-align: justify;\">巴菲特向股东保证,伯克希尔不会将他们的钱用于公司认为“愚蠢”的事情,如果伯克希尔真的这么做了,股东们“就应该把我们赶走”。</p><p style=\"text-align: justify;\">他还打趣称:“用别人的钱做傻事比用自己的钱更容易。这是政府普遍存在的问题之一。我们不想把这种问题带给私营企业。”</p><p style=\"text-align: justify;\"><strong>00:45 【巴菲特:美国需要政府与产业在能源领域合作】</strong></p><p style=\"text-align: justify;\">巴菲特谈论美国能源行业的投资机会时表示:“处理这个问题的方法是政府和私营企业进行某种形式的合作,就像战争时期那样。”</p><p style=\"text-align: justify;\">他还谈到伯克希尔公司可以在这其中提供帮助:“我们确实有资本,而且我们实际上还掌握了一些罕见的知识”</p><p style=\"text-align: justify;\"><strong>00:35 【巴菲特:相对于营收报告 我更爱看资产负债表】</strong></p><p style=\"text-align: justify;\">巴菲特表示:“我花在查看资产负债表上的时间比查看营收报告的时间还多。华尔街其实不太关注资产负债表,但我喜欢先查看八年或十年的资产负债表,然后再查看营收报告,因为有些东西在资产负债表上更难隐藏或作弊。”</p><p style=\"text-align: justify;\"><strong>00:30 【如何才能到伯克希尔工作】</strong></p><p style=\"text-align: justify;\">对于提问“未来如何才能进入伯克希尔上班”,巴菲特表示,未来的问题你得去问阿贝尔。</p><p style=\"text-align: justify;\">阿尔贝表示:“勤奋工作和乐于奉献的精神会让你走得更远,期待你加入伯克希尔的那一天。”</p><p style=\"text-align: justify;\">巴菲特随后补充道:“保持强烈的好奇心,多读书。”</p><p style=\"text-align: justify;\"><strong>00:20 【阿贝尔谈接手后如何进行资本配置】</strong></p><p style=\"text-align: justify;\">阿贝尔表示,稳固的资产负债表“是一项巨大的资产”,伯克希尔将择时进行部署。他表示,公司将继续依靠管理人员来评估风险,并依靠公司自身来产生现金流,“我们永远不会依赖银行或其他任何一方来获得伯克希尔的成功。”</p><p style=\"text-align: justify;\">阿贝尔强调,伯克希尔在管理风险、监督运营业务方面将采用与过去60年来完全相同的理念。未来收购公司或股票的理念也将保持不变。</p><p style=\"text-align: justify;\"><strong>00:01 【巴菲特向投资者推荐电影《成为凯瑟琳·格雷厄姆》】</strong></p><p>巴菲特向投资者推荐电影,是一部讲述《华盛顿邮报》出版人凯萨琳·格雷厄姆的纪录片《成为凯瑟琳·格雷厄姆》。巴菲特因与格雷厄姆的友谊及在《华盛顿邮报》董事会的角色而出现在这部影片中。在格雷厄姆执掌期间,这份报纸报道了水门事件,最终导致总统理查德·尼克松辞职。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc1a3c5667556640242e07cc3aeebd38\" title=\"image\" tg-width=\"1602\" tg-height=\"676\"/><span>image</span></p><p>5月4日 <strong>00:00</strong> <strong>巴菲特和阿贝尔重回舞台,下半场的问答开始,预期将持续到凌晨2时左右。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46ea1db3a3481869797bc2a0f6709953\" title=\"\" tg-width=\"940\" tg-height=\"532\"/></p><p><strong>23:30 【问答环节上半场结束 下半场将于北京时间5月4日00:00开始】</strong></p><p><strong>23:25 巴菲特:伯克希尔持有的现金和国库券,比我期望的要多得多。</strong></p><p><strong>23:15 【贾恩谈自动驾驶技术将如何影响保险业】</strong></p><p style=\"text-align: justify;\">贾恩表示,毫无疑问,一旦自动驾驶汽车成为现实,汽车保险将发生“巨大”变化。</p><p style=\"text-align: justify;\">“大多数买卖的保险都与驾驶员失误有关,包括失误发生的频率、严重程度,以及相应的保费。如果这些新型自动驾驶汽车更加安全,事故发生率更低,那么对这类保险的需求就会减少,相反,它将被产品责任所取代。</p><p style=\"text-align: justify;\">他表示:“GEICO 和其他公司都在为这一转变做好准备,我们将从为操作员错误提供保险转向为产品错误提供保护。”</p><p><strong>23:14【巴菲特谈如何面对挫折】</strong></p><p style=\"text-align: justify;\">一位来自上海的伯克希尔股东询问巴菲特如何应对人生中的挫折。巴菲特表示:每个人都会遇到挫折,这就是人生的一部分。有的人会很幸运,有的人会很倒霉。从中国历史来看,这位投资者真是活在了一个好时代。与生在一百年前、一千年前的人相比,这也是一种幸运。</p><p style=\"text-align: justify;\">至于挫折,巴菲特表示,他会专注于生活中美好的事物,而非不幸之事。生活可以很精彩,尽管其中也可能遭遇重大挫折。</p><p><strong>23:05 【巴菲特谈市场波动:过去几十天的下跌根本不算什么,应改变投资理念】</strong></p><p>巴菲特在谈到与1929年股市崩盘等时期相比当前股市的波动时表示:“这算不上是大幅波动。”自从收购伯克希尔后,公司股价曾经发生过3次短时间里50%以上的大跌,而且公司当时的基本面没有问题。与历史上的大崩盘相比,过去几十天的下跌根本不算什么。给那些担心自己的投资组合会周期性波动的人的一些建议是:他们应该改变自己的投资理念,并去适应这个世界 —— 世界是不会来适应他们的。</p><p style=\"text-align: justify;\"><strong>23:00【巴菲特谈年青投资者应如何塑造自己的投资理念】</strong></p><p style=\"text-align: justify;\">巴菲特:你与谁交往极其重要。你要与比你优秀的人相处,最终你会朝着你所交往的人的方向发展。</p><p style=\"text-align: justify;\">巴菲特:世界不会适应你——你必须去适应它。世界会犯大错,系统越复杂,意外就越多。这就是股市的由来。如果你害怕下跌,又为上涨而兴奋,那只是人类的情感——但当你投资时,你需要将这些情绪抛在脑后</p><p style=\"text-align: justify;\"><strong>22:48【贾恩:伯克希尔不想在寿险领域与私募股权公司竞争】</strong></p><p style=\"text-align: justify;\">巴菲特表示,很多企业都想复制伯克希尔模式,但不愿让CEO控制公司运营的所有资金。巴菲特说:“他们的受托责任感有些不同,如果行不通,他们就会转向其他事情。”</p><p style=\"text-align: justify;\">贾恩表示,伯克希尔不想在寿险领域与私募股权公司竞争。私募公司在经济向好时承担着杠杆和信用风险,尤其是在人寿保险领域。只要经济表现良好且信用利差较低,他们就能赚大钱,但监管机构可能会对保险机构的冒险行为感到恼火。最终可能会以悲剧收场。</p><p><strong>22:30 【巴菲特:不会随意投资在海外国家】</strong></p><p style=\"text-align: justify;\">巴菲特:不会随意投资在海外国家,除非有极好的机会。在蒙古没有投资的计划。</p><p style=\"text-align: justify;\"><strong>22:20 【巴菲特:美国的财政问题并非美国独有的问题】</strong></p><p style=\"text-align: justify;\">巴菲特被问及是否采取措施应对美元走弱时表示,伯克希尔几乎不会因为要使得一个季度或一年的财报更好看去做任何事情。他也强调,不会想持有任何他们认为会贬得一文不值的货币资产。</p><p style=\"text-align: justify;\">巴菲特同时表示,美国的财政问题令他害怕,但这也不是美国独有的问题。</p><p style=\"text-align: justify;\">对于增持日元资产,他表示日本的情况不一样,现在借日元的成本也非常低。</p><p><strong>22:15【巴菲特透露伯克希尔近期差点敲定一笔百亿美元交易】</strong></p><p style=\"text-align: justify;\">巴菲特透露,不久前“差点就花掉了100 亿美元”,但最终没有动手。他也强调:“我的意思是,当遇到我们理解、认为有价值且合理的投资机会时,做这些决定并不困难。”</p><p style=\"text-align: justify;\"><strong>22:10【巴菲特:我不会为美国的现状感到沮丧】</strong></p><p style=\"text-align: justify;\">巴菲特被问道:“长期以来,你一直坚信美国的韧性,而历史也证明你是正确的。但今天,美国正经历一些巨大的变化,一些投资者也对“美国例外论”产生了质疑。在你看来,我们的投资者是对美国过度悲观了吗?”</p><p style=\"text-align: justify;\">巴菲特:美国正在经历巨大和革命性的变化。但是回望过去百年,我们一直处在变化中,我们一直在批评各种事物……我认为自己出生在美国非常幸运,自上世纪30年代我出生以来,一切都发生了巨大改变。我们经历了大萧条,我们经历了世界大战,所以我不会为我们的现状感到沮丧,也不认为当前的问题会持续很久。</p><p style=\"text-align: justify;\"><strong>21: 55【关于投资时的耐心】</strong></p><p style=\"text-align: justify;\">巴菲特表示:“当良机出现时,那时你不该保持耐心。你要耐心等待那个难得的来电时机...对于合情合理的交易,行动时不该犹豫;而对于那些空谈永远不会发生之事的人,更无需浪费时间。”</p><p style=\"text-align: justify;\"><strong>21:51 【阿吉特·贾恩:AI是一项改变游戏规则的工具】</strong></p><p style=\"text-align: justify;\">在被问及人工智能对保险业务的影响时,伯克希尔保险业务主管阿吉特·贾恩首次发言。</p><p style=\"text-align: justify;\">他表示,人工智能将成为保险和风险定价领域的真正颠覆者。不过伯克希尔在保险领域的AI应用上将采取“观望”态度,尚未投入大量精力或资金把握这一机遇。贾恩同时指出,很多人在人工智能方面“最终是在花费巨额资金追逐下一个时尚潮流”,伯克希尔不擅长在下一个时尚事物上成为先行者。</p><p><strong>21:55 【巴菲特:房地产交易谈判比股票困难得多】</strong></p><p style=\"text-align: justify;\">巴菲特被问及为何不买房: “就房地产而言,交易谈判比股票困难得多,需要花费大量时间,涉及多方。”</p><p style=\"text-align: justify;\"><strong>21:49 【巴菲特:AI是一项改变游戏规则的工具】</strong></p><p style=\"text-align: justify;\">巴菲特:AI是一项改变游戏规则的工具。我们传统上不是抢先去采用,还没有在AI投入很多精力。一旦准备好,就会投入。AI的事应由阿吉特·贾恩来决定。</p><p style=\"text-align: justify;\">在被问及人工智能对保险业务的影响时,阿吉特·贾恩首次发言。他表示,人工智能将成为保险和风险定价领域的真正颠覆者。不过伯克希尔在保险领域的AI应用上将采取“观望”态度,尚未投入大量精力或资金把握这一机遇。贾恩同时指出,很多人在人工智能方面“最终是在花费巨额资金追逐下一个时尚潮流”。</p><p style=\"text-align: justify;\"><strong>21:44【巴菲特:规模是伯克希尔业绩的敌人】</strong></p><p style=\"text-align: justify;\">巴菲特:“伯克希尔公司变得这么大真是太糟糕了。规模是伯克希尔业绩的敌人,我不知道有什么好办法来解决这个问题,这不是一个不可能解决的问题。”</p><p style=\"text-align: justify;\"><strong>21:40【巴菲特谈巨额现金储备】</strong></p><p style=\"text-align: justify;\">巴菲特:我们现金数量确实是相当高,但好的机会不会每一天都出现。不正确或不正当的投资,反而会损害投资人的利益。</p><p style=\"text-align: justify;\">巴菲特表示,他一直在寻找投资机会,并希望减少手头现金——<strong>可能降至500亿美元</strong>。他说:“事情偶尔会变得极具吸引力。”</p><p style=\"text-align: justify;\">巴菲特:重大交易“极不可能”明天就发生,但在五年内则并非如此。</p><p style=\"text-align: justify;\"><strong>21:25 【伯克希尔可能永远持有日本五大商社股票】</strong></p><p style=\"text-align: justify;\">巴菲特:未来长时间内不会出售手中的日本五大商社股票,这些公司经营纪录非常优秀。伯克希尔还会扩大与日本公司的联系,大约在日本投资了200亿美元。</p><p style=\"text-align: justify;\">巴菲特指定接班人格雷格·阿贝尔表示,<strong>设想持有日本贸易公司股票至少50年,或永远持有</strong>。</p><p style=\"text-align: justify;\"><strong>21:20 【巴菲特:贸易不应该被用作武器】</strong></p><p style=\"text-align: justify;\">巴菲特被问及本次大会的第一个问题:“在2003年时,你曾在《财富》发表文章称,应该限制贸易逆差。而今年3月,你却把特朗普发起的关税战称为一场‘经济战争’。你对贸易壁垒的观点改变了吗?”</p><p style=\"text-align: justify;\">巴菲特表示:“我的意思是,在美国,我们应该寻求与世界其他国家进行贸易,我们应该做我们最擅长的事情……贸易不应该成为武器。”</p><p style=\"text-align: justify;\"><strong>21:08 【巴菲特点名感谢蒂姆·库克 库克起身致意】</strong></p><p style=\"text-align: justify;\">巴菲特表示:“我有点不好意思地说,蒂姆·库克为伯克希尔赚的钱比我为伯克希尔哈撒韦赚的钱多得多。史蒂夫·乔布斯做了只有他才能做的事情,让苹果走上了今天的道路,尽管乔布斯不幸英年早逝,但他做了正确的决定,选择了库克来接任,事实证明库克做得很好。”</p><p style=\"text-align: justify;\">苹果CEO蒂姆·库克也出席了本场伯克希尔股东大会,并在巴菲特提及他时起身挥手致意。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00f7b8e268c9d038030b449e8112ef66\" title=\"\" tg-width=\"669\" tg-height=\"500\"/></p><p style=\"text-align: justify;\"><strong>21:02 【巴菲特:我想这会是我参加过的最好的一次年会】</strong></p><p style=\"text-align: justify;\">巴菲特:“这是我参加的第60次年会,这是规模最大的一次,我想也会是最好的一次……我们没法知道有多少人今天在关注这场大会。我们现场有很多人,同时还有很多人在全球收听这场大会。”</p><p style=\"text-align: justify;\"><strong>21:00 【伯克希尔股东大会问答环节正式开始】</strong></p><p style=\"text-align: justify;\">巴菲特与其接班人阿贝尔,以及保险业务主管阿吉特·贾恩登台,准备回答投资者们的一系列问题。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6d64b875b951f1013e5c60de00d1cc3\" title=\"\" tg-width=\"859\" tg-height=\"579\"/></p><p style=\"text-align: justify;\">20:58 美国前国务卿希拉里·克林顿出现在大会现场。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6373df428bb8952ecfef79b9a8afbcd8\" title=\"\" tg-width=\"864\" tg-height=\"475\"/></p><p style=\"text-align: justify;\">20:50 今年即将95岁高龄的巴菲特已经准备好登台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/047954b7fadd0321a687fc8958ee04ce\" title=\"\" tg-width=\"757\" tg-height=\"429\"/></p><p style=\"text-align: justify;\"><strong>20:00 【伯克希尔·哈撒韦公司发布第一季度财报】</strong></p><p style=\"text-align: justify;\">财报显示,公司第一季度营运收益为96.4亿美元,去年同期112亿美元,同比下跌14%。</p><p style=\"text-align: justify;\">伯克希尔在第一季度末的现金储备升至3477亿美元,再创历史新高,显示公司正持续出售股票,但在寻找可投资机会方面面临困难。</p><p style=\"text-align: justify;\">综合投资亏损后,第一季度净利润46.03亿美元,上年同期盈利127.02亿美元。</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>【全程回顾】巴菲特:年底卸任伯克希尔CEO!坚定持有日股,淡定看美股波动</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【全程回顾】巴菲特:年底卸任伯克希尔CEO!坚定持有日股,淡定看美股波动\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\">2025-05-03 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: justify;\">当地时间5月3日,一年一度的投资界“春晚”——伯克希尔・哈撒韦股东大会在美国奥马哈市举行。</p><p style=\"text-align: justify;\">在今年的股东大会上,巴菲特屡次就特朗普政府的政策与财政问题表达担忧,明确强调贸易不应作为武器。此外,他还针对伯克希尔的巨额现金储备,以及近期美股市场波动、海外投资、人生哲学、AI、自动驾驶、保险业务等一系列话题发表见解。</p><p style=\"text-align: justify;\">令全球投资者感到意外的是,巴菲特在股东大会最后宣布,他已经决定将在周日的董事会上,提议在年底前正式将伯克希尔CEO职务交给接班人格雷格·阿贝尔。</p><p style=\"text-align: justify;\"><strong>以下为全程回顾(北京时间):</strong></p><p><strong>02:00 在巴菲特的退休宣言后,问答环节正式结束,全场起立鼓掌向他致敬。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e2a756af668cad00b0c2a627f68b791\" title=\"\" tg-width=\"999\" tg-height=\"562\"/></p><p><strong>01:55</strong> <strong>【巴菲特:我的时间已经到了,阿贝尔将在年底上任CEO】</strong></p><p style=\"text-align: justify;\"><strong>巴菲特表示,明天伯克希尔董事会将开会,有一项目前只有我和我的孩子们(也是公司董事)知道的提议。他将建议阿贝尔到年底时出任伯克希尔CEO。他“仍会留在公司”提供帮助,但“最终决定权”将属于阿贝尔。</strong></p><p style=\"text-align: justify;\"><strong>巴菲特表示,阿贝尔对此并不知情,除了他的子女外,其他董事会成员也都不知情。</strong></p><p><strong>01:45 【如何评价伯克希尔仍在大量使用煤炭发电?】</strong></p><p style=\"text-align: justify;\">在股东提问中,阿贝尔遭到批评称,伯克希尔能源公司仍在大量使用煤炭发电,同时在转型新能源方面表现不佳。</p><p style=\"text-align: justify;\">阿贝尔表示,伯克希尔能源是政策的执行者,在新能源政策方面需要与每个州进行洽谈,使用哪种能源很大程度上取决于各个州的政策,这不是伯克希尔能够决定的。</p><p style=\"text-align: justify;\">阿贝尔同时讲述了2000年代初爱荷华州电力结构变化的轶事。他强调在州立法者的支持下伯克希尔投资了首个一个大型风电项目,同时淘汰了燃煤机组。他也补充道,煤炭机组对维持电力供应稳定仍不可或缺。</p><p style=\"text-align: justify;\"><strong>01:35</strong> <strong>巴菲特:我一直认为,政治人物如果有钱但没有信用,那对我来说是非常负面的信号。</strong></p><p style=\"text-align: justify;\"><strong>01:30</strong> <strong>【巴菲特警告:美国经济的“圣殿”可能被“赌场”取代】</strong></p><p style=\"text-align: justify;\">巴菲特表示,美国资本主义取得了前所未有的成功。但是……这座宏伟的‘圣殿’催生了世界上前所未有的经济,然后又建了一座巨大的赌场。所以,你就有了赌场。在赌场里,每个人都玩得很开心,有很多钱在交易等等……未来100年,美国必须确保圣殿不会被赌场取代,这一点非常重要。因为人们真的很喜欢去赌场。”</p><p style=\"text-align: justify;\"><strong>01:25</strong> <strong>【巴菲特评“政府效率部”】</strong></p><p style=\"text-align: justify;\">巴菲特表示,官僚主义非常“具有传染性”,而且确实没有什么能制约它。如何控制政府收支平衡的问题从未真正得到解决,这个问题曾重创过许多文明。对于美国庞大的财政赤字,巴菲特表示这样的事情是不可持续的。</p><p style=\"text-align: justify;\">他指出,美国长期以来没有真正解决财政赤字的问题,这从来都不是一个被彻底解决的议题。美国的财政赤字已经不是可持续的模式,两年也好,二十年也罢,我们不能永远依赖这种不可持续的机制。</p><p style=\"text-align: justify;\">巴菲特同时表示,自己不想接手平衡美国财政收支的工作,但 “削减成本的工作应当完成”。现场响起掌声一片。</p><p><strong>01:10 【如何评价科技巨头正在大举投资AI】</strong></p><p style=\"text-align: justify;\">巴菲特表示,不进行投资就能赚钱,总是要比投入重金赚大钱更好。以可口可乐为例,下游的灌瓶厂需要大量的资本,但对于卖糖浆的可口可乐公司而言,并不需要太多的资本。</p><p style=\"text-align: justify;\">巴菲特表示,未来观察“七巨头”公司会变得多么资本密集将非常有趣。在这个国家,很多资管行业的人通过关注他人如何投入资本而变得非常富有。</p><p style=\"text-align: justify;\"><strong>01:00 对于是否考虑收购子公司BHE剩余股份的提问,巴菲特表示,由于“社会因素”,公用事业业务已不如几年前景气。</strong></p><p style=\"text-align: justify;\"><strong>00:55 【巴菲特保证“不会用股东的钱做傻事”】</strong></p><p style=\"text-align: justify;\">巴菲特向股东保证,伯克希尔不会将他们的钱用于公司认为“愚蠢”的事情,如果伯克希尔真的这么做了,股东们“就应该把我们赶走”。</p><p style=\"text-align: justify;\">他还打趣称:“用别人的钱做傻事比用自己的钱更容易。这是政府普遍存在的问题之一。我们不想把这种问题带给私营企业。”</p><p style=\"text-align: justify;\"><strong>00:45 【巴菲特:美国需要政府与产业在能源领域合作】</strong></p><p style=\"text-align: justify;\">巴菲特谈论美国能源行业的投资机会时表示:“处理这个问题的方法是政府和私营企业进行某种形式的合作,就像战争时期那样。”</p><p style=\"text-align: justify;\">他还谈到伯克希尔公司可以在这其中提供帮助:“我们确实有资本,而且我们实际上还掌握了一些罕见的知识”</p><p style=\"text-align: justify;\"><strong>00:35 【巴菲特:相对于营收报告 我更爱看资产负债表】</strong></p><p style=\"text-align: justify;\">巴菲特表示:“我花在查看资产负债表上的时间比查看营收报告的时间还多。华尔街其实不太关注资产负债表,但我喜欢先查看八年或十年的资产负债表,然后再查看营收报告,因为有些东西在资产负债表上更难隐藏或作弊。”</p><p style=\"text-align: justify;\"><strong>00:30 【如何才能到伯克希尔工作】</strong></p><p style=\"text-align: justify;\">对于提问“未来如何才能进入伯克希尔上班”,巴菲特表示,未来的问题你得去问阿贝尔。</p><p style=\"text-align: justify;\">阿尔贝表示:“勤奋工作和乐于奉献的精神会让你走得更远,期待你加入伯克希尔的那一天。”</p><p style=\"text-align: justify;\">巴菲特随后补充道:“保持强烈的好奇心,多读书。”</p><p style=\"text-align: justify;\"><strong>00:20 【阿贝尔谈接手后如何进行资本配置】</strong></p><p style=\"text-align: justify;\">阿贝尔表示,稳固的资产负债表“是一项巨大的资产”,伯克希尔将择时进行部署。他表示,公司将继续依靠管理人员来评估风险,并依靠公司自身来产生现金流,“我们永远不会依赖银行或其他任何一方来获得伯克希尔的成功。”</p><p style=\"text-align: justify;\">阿贝尔强调,伯克希尔在管理风险、监督运营业务方面将采用与过去60年来完全相同的理念。未来收购公司或股票的理念也将保持不变。</p><p style=\"text-align: justify;\"><strong>00:01 【巴菲特向投资者推荐电影《成为凯瑟琳·格雷厄姆》】</strong></p><p>巴菲特向投资者推荐电影,是一部讲述《华盛顿邮报》出版人凯萨琳·格雷厄姆的纪录片《成为凯瑟琳·格雷厄姆》。巴菲特因与格雷厄姆的友谊及在《华盛顿邮报》董事会的角色而出现在这部影片中。在格雷厄姆执掌期间,这份报纸报道了水门事件,最终导致总统理查德·尼克松辞职。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc1a3c5667556640242e07cc3aeebd38\" title=\"image\" tg-width=\"1602\" tg-height=\"676\"/><span>image</span></p><p>5月4日 <strong>00:00</strong> <strong>巴菲特和阿贝尔重回舞台,下半场的问答开始,预期将持续到凌晨2时左右。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46ea1db3a3481869797bc2a0f6709953\" title=\"\" tg-width=\"940\" tg-height=\"532\"/></p><p><strong>23:30 【问答环节上半场结束 下半场将于北京时间5月4日00:00开始】</strong></p><p><strong>23:25 巴菲特:伯克希尔持有的现金和国库券,比我期望的要多得多。</strong></p><p><strong>23:15 【贾恩谈自动驾驶技术将如何影响保险业】</strong></p><p style=\"text-align: justify;\">贾恩表示,毫无疑问,一旦自动驾驶汽车成为现实,汽车保险将发生“巨大”变化。</p><p style=\"text-align: justify;\">“大多数买卖的保险都与驾驶员失误有关,包括失误发生的频率、严重程度,以及相应的保费。如果这些新型自动驾驶汽车更加安全,事故发生率更低,那么对这类保险的需求就会减少,相反,它将被产品责任所取代。</p><p style=\"text-align: justify;\">他表示:“GEICO 和其他公司都在为这一转变做好准备,我们将从为操作员错误提供保险转向为产品错误提供保护。”</p><p><strong>23:14【巴菲特谈如何面对挫折】</strong></p><p style=\"text-align: justify;\">一位来自上海的伯克希尔股东询问巴菲特如何应对人生中的挫折。巴菲特表示:每个人都会遇到挫折,这就是人生的一部分。有的人会很幸运,有的人会很倒霉。从中国历史来看,这位投资者真是活在了一个好时代。与生在一百年前、一千年前的人相比,这也是一种幸运。</p><p style=\"text-align: justify;\">至于挫折,巴菲特表示,他会专注于生活中美好的事物,而非不幸之事。生活可以很精彩,尽管其中也可能遭遇重大挫折。</p><p><strong>23:05 【巴菲特谈市场波动:过去几十天的下跌根本不算什么,应改变投资理念】</strong></p><p>巴菲特在谈到与1929年股市崩盘等时期相比当前股市的波动时表示:“这算不上是大幅波动。”自从收购伯克希尔后,公司股价曾经发生过3次短时间里50%以上的大跌,而且公司当时的基本面没有问题。与历史上的大崩盘相比,过去几十天的下跌根本不算什么。给那些担心自己的投资组合会周期性波动的人的一些建议是:他们应该改变自己的投资理念,并去适应这个世界 —— 世界是不会来适应他们的。</p><p style=\"text-align: justify;\"><strong>23:00【巴菲特谈年青投资者应如何塑造自己的投资理念】</strong></p><p style=\"text-align: justify;\">巴菲特:你与谁交往极其重要。你要与比你优秀的人相处,最终你会朝着你所交往的人的方向发展。</p><p style=\"text-align: justify;\">巴菲特:世界不会适应你——你必须去适应它。世界会犯大错,系统越复杂,意外就越多。这就是股市的由来。如果你害怕下跌,又为上涨而兴奋,那只是人类的情感——但当你投资时,你需要将这些情绪抛在脑后</p><p style=\"text-align: justify;\"><strong>22:48【贾恩:伯克希尔不想在寿险领域与私募股权公司竞争】</strong></p><p style=\"text-align: justify;\">巴菲特表示,很多企业都想复制伯克希尔模式,但不愿让CEO控制公司运营的所有资金。巴菲特说:“他们的受托责任感有些不同,如果行不通,他们就会转向其他事情。”</p><p style=\"text-align: justify;\">贾恩表示,伯克希尔不想在寿险领域与私募股权公司竞争。私募公司在经济向好时承担着杠杆和信用风险,尤其是在人寿保险领域。只要经济表现良好且信用利差较低,他们就能赚大钱,但监管机构可能会对保险机构的冒险行为感到恼火。最终可能会以悲剧收场。</p><p><strong>22:30 【巴菲特:不会随意投资在海外国家】</strong></p><p style=\"text-align: justify;\">巴菲特:不会随意投资在海外国家,除非有极好的机会。在蒙古没有投资的计划。</p><p style=\"text-align: justify;\"><strong>22:20 【巴菲特:美国的财政问题并非美国独有的问题】</strong></p><p style=\"text-align: justify;\">巴菲特被问及是否采取措施应对美元走弱时表示,伯克希尔几乎不会因为要使得一个季度或一年的财报更好看去做任何事情。他也强调,不会想持有任何他们认为会贬得一文不值的货币资产。</p><p style=\"text-align: justify;\">巴菲特同时表示,美国的财政问题令他害怕,但这也不是美国独有的问题。</p><p style=\"text-align: justify;\">对于增持日元资产,他表示日本的情况不一样,现在借日元的成本也非常低。</p><p><strong>22:15【巴菲特透露伯克希尔近期差点敲定一笔百亿美元交易】</strong></p><p style=\"text-align: justify;\">巴菲特透露,不久前“差点就花掉了100 亿美元”,但最终没有动手。他也强调:“我的意思是,当遇到我们理解、认为有价值且合理的投资机会时,做这些决定并不困难。”</p><p style=\"text-align: justify;\"><strong>22:10【巴菲特:我不会为美国的现状感到沮丧】</strong></p><p style=\"text-align: justify;\">巴菲特被问道:“长期以来,你一直坚信美国的韧性,而历史也证明你是正确的。但今天,美国正经历一些巨大的变化,一些投资者也对“美国例外论”产生了质疑。在你看来,我们的投资者是对美国过度悲观了吗?”</p><p style=\"text-align: justify;\">巴菲特:美国正在经历巨大和革命性的变化。但是回望过去百年,我们一直处在变化中,我们一直在批评各种事物……我认为自己出生在美国非常幸运,自上世纪30年代我出生以来,一切都发生了巨大改变。我们经历了大萧条,我们经历了世界大战,所以我不会为我们的现状感到沮丧,也不认为当前的问题会持续很久。</p><p style=\"text-align: justify;\"><strong>21: 55【关于投资时的耐心】</strong></p><p style=\"text-align: justify;\">巴菲特表示:“当良机出现时,那时你不该保持耐心。你要耐心等待那个难得的来电时机...对于合情合理的交易,行动时不该犹豫;而对于那些空谈永远不会发生之事的人,更无需浪费时间。”</p><p style=\"text-align: justify;\"><strong>21:51 【阿吉特·贾恩:AI是一项改变游戏规则的工具】</strong></p><p style=\"text-align: justify;\">在被问及人工智能对保险业务的影响时,伯克希尔保险业务主管阿吉特·贾恩首次发言。</p><p style=\"text-align: justify;\">他表示,人工智能将成为保险和风险定价领域的真正颠覆者。不过伯克希尔在保险领域的AI应用上将采取“观望”态度,尚未投入大量精力或资金把握这一机遇。贾恩同时指出,很多人在人工智能方面“最终是在花费巨额资金追逐下一个时尚潮流”,伯克希尔不擅长在下一个时尚事物上成为先行者。</p><p><strong>21:55 【巴菲特:房地产交易谈判比股票困难得多】</strong></p><p style=\"text-align: justify;\">巴菲特被问及为何不买房: “就房地产而言,交易谈判比股票困难得多,需要花费大量时间,涉及多方。”</p><p style=\"text-align: justify;\"><strong>21:49 【巴菲特:AI是一项改变游戏规则的工具】</strong></p><p style=\"text-align: justify;\">巴菲特:AI是一项改变游戏规则的工具。我们传统上不是抢先去采用,还没有在AI投入很多精力。一旦准备好,就会投入。AI的事应由阿吉特·贾恩来决定。</p><p style=\"text-align: justify;\">在被问及人工智能对保险业务的影响时,阿吉特·贾恩首次发言。他表示,人工智能将成为保险和风险定价领域的真正颠覆者。不过伯克希尔在保险领域的AI应用上将采取“观望”态度,尚未投入大量精力或资金把握这一机遇。贾恩同时指出,很多人在人工智能方面“最终是在花费巨额资金追逐下一个时尚潮流”。</p><p style=\"text-align: justify;\"><strong>21:44【巴菲特:规模是伯克希尔业绩的敌人】</strong></p><p style=\"text-align: justify;\">巴菲特:“伯克希尔公司变得这么大真是太糟糕了。规模是伯克希尔业绩的敌人,我不知道有什么好办法来解决这个问题,这不是一个不可能解决的问题。”</p><p style=\"text-align: justify;\"><strong>21:40【巴菲特谈巨额现金储备】</strong></p><p style=\"text-align: justify;\">巴菲特:我们现金数量确实是相当高,但好的机会不会每一天都出现。不正确或不正当的投资,反而会损害投资人的利益。</p><p style=\"text-align: justify;\">巴菲特表示,他一直在寻找投资机会,并希望减少手头现金——<strong>可能降至500亿美元</strong>。他说:“事情偶尔会变得极具吸引力。”</p><p style=\"text-align: justify;\">巴菲特:重大交易“极不可能”明天就发生,但在五年内则并非如此。</p><p style=\"text-align: justify;\"><strong>21:25 【伯克希尔可能永远持有日本五大商社股票】</strong></p><p style=\"text-align: justify;\">巴菲特:未来长时间内不会出售手中的日本五大商社股票,这些公司经营纪录非常优秀。伯克希尔还会扩大与日本公司的联系,大约在日本投资了200亿美元。</p><p style=\"text-align: justify;\">巴菲特指定接班人格雷格·阿贝尔表示,<strong>设想持有日本贸易公司股票至少50年,或永远持有</strong>。</p><p style=\"text-align: justify;\"><strong>21:20 【巴菲特:贸易不应该被用作武器】</strong></p><p style=\"text-align: justify;\">巴菲特被问及本次大会的第一个问题:“在2003年时,你曾在《财富》发表文章称,应该限制贸易逆差。而今年3月,你却把特朗普发起的关税战称为一场‘经济战争’。你对贸易壁垒的观点改变了吗?”</p><p style=\"text-align: justify;\">巴菲特表示:“我的意思是,在美国,我们应该寻求与世界其他国家进行贸易,我们应该做我们最擅长的事情……贸易不应该成为武器。”</p><p style=\"text-align: justify;\"><strong>21:08 【巴菲特点名感谢蒂姆·库克 库克起身致意】</strong></p><p style=\"text-align: justify;\">巴菲特表示:“我有点不好意思地说,蒂姆·库克为伯克希尔赚的钱比我为伯克希尔哈撒韦赚的钱多得多。史蒂夫·乔布斯做了只有他才能做的事情,让苹果走上了今天的道路,尽管乔布斯不幸英年早逝,但他做了正确的决定,选择了库克来接任,事实证明库克做得很好。”</p><p style=\"text-align: justify;\">苹果CEO蒂姆·库克也出席了本场伯克希尔股东大会,并在巴菲特提及他时起身挥手致意。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00f7b8e268c9d038030b449e8112ef66\" title=\"\" tg-width=\"669\" tg-height=\"500\"/></p><p style=\"text-align: justify;\"><strong>21:02 【巴菲特:我想这会是我参加过的最好的一次年会】</strong></p><p style=\"text-align: justify;\">巴菲特:“这是我参加的第60次年会,这是规模最大的一次,我想也会是最好的一次……我们没法知道有多少人今天在关注这场大会。我们现场有很多人,同时还有很多人在全球收听这场大会。”</p><p style=\"text-align: justify;\"><strong>21:00 【伯克希尔股东大会问答环节正式开始】</strong></p><p style=\"text-align: justify;\">巴菲特与其接班人阿贝尔,以及保险业务主管阿吉特·贾恩登台,准备回答投资者们的一系列问题。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6d64b875b951f1013e5c60de00d1cc3\" title=\"\" tg-width=\"859\" tg-height=\"579\"/></p><p style=\"text-align: justify;\">20:58 美国前国务卿希拉里·克林顿出现在大会现场。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6373df428bb8952ecfef79b9a8afbcd8\" title=\"\" tg-width=\"864\" tg-height=\"475\"/></p><p style=\"text-align: justify;\">20:50 今年即将95岁高龄的巴菲特已经准备好登台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/047954b7fadd0321a687fc8958ee04ce\" title=\"\" tg-width=\"757\" tg-height=\"429\"/></p><p style=\"text-align: justify;\"><strong>20:00 【伯克希尔·哈撒韦公司发布第一季度财报】</strong></p><p style=\"text-align: justify;\">财报显示,公司第一季度营运收益为96.4亿美元,去年同期112亿美元,同比下跌14%。</p><p style=\"text-align: justify;\">伯克希尔在第一季度末的现金储备升至3477亿美元,再创历史新高,显示公司正持续出售股票,但在寻找可投资机会方面面临困难。</p><p style=\"text-align: justify;\">综合投资亏损后,第一季度净利润46.03亿美元,上年同期盈利127.02亿美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/46573963717eb605719ea1f5d6c33a6f","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184806579","content_text":"当地时间5月3日,一年一度的投资界“春晚”——伯克希尔・哈撒韦股东大会在美国奥马哈市举行。在今年的股东大会上,巴菲特屡次就特朗普政府的政策与财政问题表达担忧,明确强调贸易不应作为武器。此外,他还针对伯克希尔的巨额现金储备,以及近期美股市场波动、海外投资、人生哲学、AI、自动驾驶、保险业务等一系列话题发表见解。令全球投资者感到意外的是,巴菲特在股东大会最后宣布,他已经决定将在周日的董事会上,提议在年底前正式将伯克希尔CEO职务交给接班人格雷格·阿贝尔。以下为全程回顾(北京时间):02:00 在巴菲特的退休宣言后,问答环节正式结束,全场起立鼓掌向他致敬。01:55 【巴菲特:我的时间已经到了,阿贝尔将在年底上任CEO】巴菲特表示,明天伯克希尔董事会将开会,有一项目前只有我和我的孩子们(也是公司董事)知道的提议。他将建议阿贝尔到年底时出任伯克希尔CEO。他“仍会留在公司”提供帮助,但“最终决定权”将属于阿贝尔。巴菲特表示,阿贝尔对此并不知情,除了他的子女外,其他董事会成员也都不知情。01:45 【如何评价伯克希尔仍在大量使用煤炭发电?】在股东提问中,阿贝尔遭到批评称,伯克希尔能源公司仍在大量使用煤炭发电,同时在转型新能源方面表现不佳。阿贝尔表示,伯克希尔能源是政策的执行者,在新能源政策方面需要与每个州进行洽谈,使用哪种能源很大程度上取决于各个州的政策,这不是伯克希尔能够决定的。阿贝尔同时讲述了2000年代初爱荷华州电力结构变化的轶事。他强调在州立法者的支持下伯克希尔投资了首个一个大型风电项目,同时淘汰了燃煤机组。他也补充道,煤炭机组对维持电力供应稳定仍不可或缺。01:35 巴菲特:我一直认为,政治人物如果有钱但没有信用,那对我来说是非常负面的信号。01:30 【巴菲特警告:美国经济的“圣殿”可能被“赌场”取代】巴菲特表示,美国资本主义取得了前所未有的成功。但是……这座宏伟的‘圣殿’催生了世界上前所未有的经济,然后又建了一座巨大的赌场。所以,你就有了赌场。在赌场里,每个人都玩得很开心,有很多钱在交易等等……未来100年,美国必须确保圣殿不会被赌场取代,这一点非常重要。因为人们真的很喜欢去赌场。”01:25 【巴菲特评“政府效率部”】巴菲特表示,官僚主义非常“具有传染性”,而且确实没有什么能制约它。如何控制政府收支平衡的问题从未真正得到解决,这个问题曾重创过许多文明。对于美国庞大的财政赤字,巴菲特表示这样的事情是不可持续的。他指出,美国长期以来没有真正解决财政赤字的问题,这从来都不是一个被彻底解决的议题。美国的财政赤字已经不是可持续的模式,两年也好,二十年也罢,我们不能永远依赖这种不可持续的机制。巴菲特同时表示,自己不想接手平衡美国财政收支的工作,但 “削减成本的工作应当完成”。现场响起掌声一片。01:10 【如何评价科技巨头正在大举投资AI】巴菲特表示,不进行投资就能赚钱,总是要比投入重金赚大钱更好。以可口可乐为例,下游的灌瓶厂需要大量的资本,但对于卖糖浆的可口可乐公司而言,并不需要太多的资本。巴菲特表示,未来观察“七巨头”公司会变得多么资本密集将非常有趣。在这个国家,很多资管行业的人通过关注他人如何投入资本而变得非常富有。01:00 对于是否考虑收购子公司BHE剩余股份的提问,巴菲特表示,由于“社会因素”,公用事业业务已不如几年前景气。00:55 【巴菲特保证“不会用股东的钱做傻事”】巴菲特向股东保证,伯克希尔不会将他们的钱用于公司认为“愚蠢”的事情,如果伯克希尔真的这么做了,股东们“就应该把我们赶走”。他还打趣称:“用别人的钱做傻事比用自己的钱更容易。这是政府普遍存在的问题之一。我们不想把这种问题带给私营企业。”00:45 【巴菲特:美国需要政府与产业在能源领域合作】巴菲特谈论美国能源行业的投资机会时表示:“处理这个问题的方法是政府和私营企业进行某种形式的合作,就像战争时期那样。”他还谈到伯克希尔公司可以在这其中提供帮助:“我们确实有资本,而且我们实际上还掌握了一些罕见的知识”00:35 【巴菲特:相对于营收报告 我更爱看资产负债表】巴菲特表示:“我花在查看资产负债表上的时间比查看营收报告的时间还多。华尔街其实不太关注资产负债表,但我喜欢先查看八年或十年的资产负债表,然后再查看营收报告,因为有些东西在资产负债表上更难隐藏或作弊。”00:30 【如何才能到伯克希尔工作】对于提问“未来如何才能进入伯克希尔上班”,巴菲特表示,未来的问题你得去问阿贝尔。阿尔贝表示:“勤奋工作和乐于奉献的精神会让你走得更远,期待你加入伯克希尔的那一天。”巴菲特随后补充道:“保持强烈的好奇心,多读书。”00:20 【阿贝尔谈接手后如何进行资本配置】阿贝尔表示,稳固的资产负债表“是一项巨大的资产”,伯克希尔将择时进行部署。他表示,公司将继续依靠管理人员来评估风险,并依靠公司自身来产生现金流,“我们永远不会依赖银行或其他任何一方来获得伯克希尔的成功。”阿贝尔强调,伯克希尔在管理风险、监督运营业务方面将采用与过去60年来完全相同的理念。未来收购公司或股票的理念也将保持不变。00:01 【巴菲特向投资者推荐电影《成为凯瑟琳·格雷厄姆》】巴菲特向投资者推荐电影,是一部讲述《华盛顿邮报》出版人凯萨琳·格雷厄姆的纪录片《成为凯瑟琳·格雷厄姆》。巴菲特因与格雷厄姆的友谊及在《华盛顿邮报》董事会的角色而出现在这部影片中。在格雷厄姆执掌期间,这份报纸报道了水门事件,最终导致总统理查德·尼克松辞职。image5月4日 00:00 巴菲特和阿贝尔重回舞台,下半场的问答开始,预期将持续到凌晨2时左右。23:30 【问答环节上半场结束 下半场将于北京时间5月4日00:00开始】23:25 巴菲特:伯克希尔持有的现金和国库券,比我期望的要多得多。23:15 【贾恩谈自动驾驶技术将如何影响保险业】贾恩表示,毫无疑问,一旦自动驾驶汽车成为现实,汽车保险将发生“巨大”变化。“大多数买卖的保险都与驾驶员失误有关,包括失误发生的频率、严重程度,以及相应的保费。如果这些新型自动驾驶汽车更加安全,事故发生率更低,那么对这类保险的需求就会减少,相反,它将被产品责任所取代。他表示:“GEICO 和其他公司都在为这一转变做好准备,我们将从为操作员错误提供保险转向为产品错误提供保护。”23:14【巴菲特谈如何面对挫折】一位来自上海的伯克希尔股东询问巴菲特如何应对人生中的挫折。巴菲特表示:每个人都会遇到挫折,这就是人生的一部分。有的人会很幸运,有的人会很倒霉。从中国历史来看,这位投资者真是活在了一个好时代。与生在一百年前、一千年前的人相比,这也是一种幸运。至于挫折,巴菲特表示,他会专注于生活中美好的事物,而非不幸之事。生活可以很精彩,尽管其中也可能遭遇重大挫折。23:05 【巴菲特谈市场波动:过去几十天的下跌根本不算什么,应改变投资理念】巴菲特在谈到与1929年股市崩盘等时期相比当前股市的波动时表示:“这算不上是大幅波动。”自从收购伯克希尔后,公司股价曾经发生过3次短时间里50%以上的大跌,而且公司当时的基本面没有问题。与历史上的大崩盘相比,过去几十天的下跌根本不算什么。给那些担心自己的投资组合会周期性波动的人的一些建议是:他们应该改变自己的投资理念,并去适应这个世界 —— 世界是不会来适应他们的。23:00【巴菲特谈年青投资者应如何塑造自己的投资理念】巴菲特:你与谁交往极其重要。你要与比你优秀的人相处,最终你会朝着你所交往的人的方向发展。巴菲特:世界不会适应你——你必须去适应它。世界会犯大错,系统越复杂,意外就越多。这就是股市的由来。如果你害怕下跌,又为上涨而兴奋,那只是人类的情感——但当你投资时,你需要将这些情绪抛在脑后22:48【贾恩:伯克希尔不想在寿险领域与私募股权公司竞争】巴菲特表示,很多企业都想复制伯克希尔模式,但不愿让CEO控制公司运营的所有资金。巴菲特说:“他们的受托责任感有些不同,如果行不通,他们就会转向其他事情。”贾恩表示,伯克希尔不想在寿险领域与私募股权公司竞争。私募公司在经济向好时承担着杠杆和信用风险,尤其是在人寿保险领域。只要经济表现良好且信用利差较低,他们就能赚大钱,但监管机构可能会对保险机构的冒险行为感到恼火。最终可能会以悲剧收场。22:30 【巴菲特:不会随意投资在海外国家】巴菲特:不会随意投资在海外国家,除非有极好的机会。在蒙古没有投资的计划。22:20 【巴菲特:美国的财政问题并非美国独有的问题】巴菲特被问及是否采取措施应对美元走弱时表示,伯克希尔几乎不会因为要使得一个季度或一年的财报更好看去做任何事情。他也强调,不会想持有任何他们认为会贬得一文不值的货币资产。巴菲特同时表示,美国的财政问题令他害怕,但这也不是美国独有的问题。对于增持日元资产,他表示日本的情况不一样,现在借日元的成本也非常低。22:15【巴菲特透露伯克希尔近期差点敲定一笔百亿美元交易】巴菲特透露,不久前“差点就花掉了100 亿美元”,但最终没有动手。他也强调:“我的意思是,当遇到我们理解、认为有价值且合理的投资机会时,做这些决定并不困难。”22:10【巴菲特:我不会为美国的现状感到沮丧】巴菲特被问道:“长期以来,你一直坚信美国的韧性,而历史也证明你是正确的。但今天,美国正经历一些巨大的变化,一些投资者也对“美国例外论”产生了质疑。在你看来,我们的投资者是对美国过度悲观了吗?”巴菲特:美国正在经历巨大和革命性的变化。但是回望过去百年,我们一直处在变化中,我们一直在批评各种事物……我认为自己出生在美国非常幸运,自上世纪30年代我出生以来,一切都发生了巨大改变。我们经历了大萧条,我们经历了世界大战,所以我不会为我们的现状感到沮丧,也不认为当前的问题会持续很久。21: 55【关于投资时的耐心】巴菲特表示:“当良机出现时,那时你不该保持耐心。你要耐心等待那个难得的来电时机...对于合情合理的交易,行动时不该犹豫;而对于那些空谈永远不会发生之事的人,更无需浪费时间。”21:51 【阿吉特·贾恩:AI是一项改变游戏规则的工具】在被问及人工智能对保险业务的影响时,伯克希尔保险业务主管阿吉特·贾恩首次发言。他表示,人工智能将成为保险和风险定价领域的真正颠覆者。不过伯克希尔在保险领域的AI应用上将采取“观望”态度,尚未投入大量精力或资金把握这一机遇。贾恩同时指出,很多人在人工智能方面“最终是在花费巨额资金追逐下一个时尚潮流”,伯克希尔不擅长在下一个时尚事物上成为先行者。21:55 【巴菲特:房地产交易谈判比股票困难得多】巴菲特被问及为何不买房: “就房地产而言,交易谈判比股票困难得多,需要花费大量时间,涉及多方。”21:49 【巴菲特:AI是一项改变游戏规则的工具】巴菲特:AI是一项改变游戏规则的工具。我们传统上不是抢先去采用,还没有在AI投入很多精力。一旦准备好,就会投入。AI的事应由阿吉特·贾恩来决定。在被问及人工智能对保险业务的影响时,阿吉特·贾恩首次发言。他表示,人工智能将成为保险和风险定价领域的真正颠覆者。不过伯克希尔在保险领域的AI应用上将采取“观望”态度,尚未投入大量精力或资金把握这一机遇。贾恩同时指出,很多人在人工智能方面“最终是在花费巨额资金追逐下一个时尚潮流”。21:44【巴菲特:规模是伯克希尔业绩的敌人】巴菲特:“伯克希尔公司变得这么大真是太糟糕了。规模是伯克希尔业绩的敌人,我不知道有什么好办法来解决这个问题,这不是一个不可能解决的问题。”21:40【巴菲特谈巨额现金储备】巴菲特:我们现金数量确实是相当高,但好的机会不会每一天都出现。不正确或不正当的投资,反而会损害投资人的利益。巴菲特表示,他一直在寻找投资机会,并希望减少手头现金——可能降至500亿美元。他说:“事情偶尔会变得极具吸引力。”巴菲特:重大交易“极不可能”明天就发生,但在五年内则并非如此。21:25 【伯克希尔可能永远持有日本五大商社股票】巴菲特:未来长时间内不会出售手中的日本五大商社股票,这些公司经营纪录非常优秀。伯克希尔还会扩大与日本公司的联系,大约在日本投资了200亿美元。巴菲特指定接班人格雷格·阿贝尔表示,设想持有日本贸易公司股票至少50年,或永远持有。21:20 【巴菲特:贸易不应该被用作武器】巴菲特被问及本次大会的第一个问题:“在2003年时,你曾在《财富》发表文章称,应该限制贸易逆差。而今年3月,你却把特朗普发起的关税战称为一场‘经济战争’。你对贸易壁垒的观点改变了吗?”巴菲特表示:“我的意思是,在美国,我们应该寻求与世界其他国家进行贸易,我们应该做我们最擅长的事情……贸易不应该成为武器。”21:08 【巴菲特点名感谢蒂姆·库克 库克起身致意】巴菲特表示:“我有点不好意思地说,蒂姆·库克为伯克希尔赚的钱比我为伯克希尔哈撒韦赚的钱多得多。史蒂夫·乔布斯做了只有他才能做的事情,让苹果走上了今天的道路,尽管乔布斯不幸英年早逝,但他做了正确的决定,选择了库克来接任,事实证明库克做得很好。”苹果CEO蒂姆·库克也出席了本场伯克希尔股东大会,并在巴菲特提及他时起身挥手致意。21:02 【巴菲特:我想这会是我参加过的最好的一次年会】巴菲特:“这是我参加的第60次年会,这是规模最大的一次,我想也会是最好的一次……我们没法知道有多少人今天在关注这场大会。我们现场有很多人,同时还有很多人在全球收听这场大会。”21:00 【伯克希尔股东大会问答环节正式开始】巴菲特与其接班人阿贝尔,以及保险业务主管阿吉特·贾恩登台,准备回答投资者们的一系列问题。20:58 美国前国务卿希拉里·克林顿出现在大会现场。20:50 今年即将95岁高龄的巴菲特已经准备好登台。20:00 【伯克希尔·哈撒韦公司发布第一季度财报】财报显示,公司第一季度营运收益为96.4亿美元,去年同期112亿美元,同比下跌14%。伯克希尔在第一季度末的现金储备升至3477亿美元,再创历史新高,显示公司正持续出售股票,但在寻找可投资机会方面面临困难。综合投资亏损后,第一季度净利润46.03亿美元,上年同期盈利127.02亿美元。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":11951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291799978844208,"gmtCreate":1712266165682,"gmtModify":1712266168405,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"htmlText":"就做当周和下周到期的,不敢做就别做,到期时间更长的并不会更安全多少","listText":"就做当周和下周到期的,不敢做就别做,到期时间更长的并不会更安全多少","text":"就做当周和下周到期的,不敢做就别做,到期时间更长的并不会更安全多少","images":[],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/291799978844208","isVote":1,"tweetType":1,"viewCount":13650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522458337604200,"gmtCreate":1768543268593,"gmtModify":1768543280115,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 今天要涨到234.45以上","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 今天要涨到234.45以上","text":"$美国超微公司(AMD)$ 今天要涨到234.45以上","images":[{"img":"https://static.tigerbbs.com/d51293b2aeb1da7ea9e215fc73805689","width":"1080","height":"2327"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522458337604200","isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":522432303153400,"gmtCreate":1768538124528,"gmtModify":1768538138080,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/SPXW 20260115 6970.0 PUT\">$SPXW 20260115 6970.0 PUT$ </a> 2600变45000","listText":"<a href=\"https://laohu8.com/OPT/SPXW 20260115 6970.0 PUT\">$SPXW 20260115 6970.0 PUT$ </a> 2600变45000","text":"$SPXW 20260115 6970.0 PUT$ 2600变45000","images":[{"img":"https://static.tigerbbs.com/61923799015be0956e6561724ccc3870","width":"1080","height":"1885"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522432303153400","isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":522248396543192,"gmtCreate":1768538092600,"gmtModify":1768538105935,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/SPXW 20260115 6970.0 PUT\">$SPXW 20260115 6970.0 PUT$ </a> 15倍","listText":"<a href=\"https://laohu8.com/OPT/SPXW 20260115 6970.0 PUT\">$SPXW 20260115 6970.0 PUT$ </a> 15倍","text":"$SPXW 20260115 6970.0 PUT$ 15倍","images":[{"img":"https://static.tigerbbs.com/26893a6f8b9ee720c665bb753fc36661","width":"1080","height":"1885"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522248396543192","isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":522437593436528,"gmtCreate":1768537884655,"gmtModify":1768537896490,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/NDXP 20260115 25750.0 PUT\">$NDXP 20260115 25750.0 PUT$ </a> 2500变20000","listText":"<a href=\"https://laohu8.com/OPT/NDXP 20260115 25750.0 PUT\">$NDXP 20260115 25750.0 PUT$ </a> 2500变20000","text":"$NDXP 20260115 25750.0 PUT$ 2500变20000","images":[{"img":"https://static.tigerbbs.com/919b32e1bfa5f0662896d85f5770d15f","width":"1080","height":"1885"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522437593436528","isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":522247728390984,"gmtCreate":1768537850520,"gmtModify":1768537853167,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/NDXP 20260115 25700.0 PUT\">$NDXP 20260115 25700.0 PUT$ </a> 十几倍","listText":"<a href=\"https://laohu8.com/OPT/NDXP 20260115 25700.0 PUT\">$NDXP 20260115 25700.0 PUT$ </a> 十几倍","text":"$NDXP 20260115 25700.0 PUT$ 十几倍","images":[{"img":"https://static.tigerbbs.com/7c1880c99031ef2de0f5d656fe1f32dc","width":"1080","height":"1885"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522247728390984","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":522241674622328,"gmtCreate":1768536381048,"gmtModify":1768536394834,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NOW\">$ServiceNow(NOW)$ </a> 严重低估了","listText":"<a href=\"https://laohu8.com/S/NOW\">$ServiceNow(NOW)$ </a> 严重低估了","text":"$ServiceNow(NOW)$ 严重低估了","images":[{"img":"https://static.tigerbbs.com/32817733a8fc180079b5f667a3e16d05","width":"1080","height":"2561"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522241674622328","isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":522235566519472,"gmtCreate":1768534885303,"gmtModify":1768534888071,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> 希望今天能够来一根大阳线,一阳改三观 🚀","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> 希望今天能够来一根大阳线,一阳改三观 🚀","text":"$微软(MSFT)$ 希望今天能够来一根大阳线,一阳改三观 🚀","images":[{"img":"https://static.tigerbbs.com/dc65f054015f6ca3a4591962c1addb35","width":"1080","height":"2474"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522235566519472","isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":522386398367800,"gmtCreate":1768521170227,"gmtModify":1768521172422,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"title":"","htmlText":"、","listText":"、","text":"、","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522386398367800","repostId":"1147487732","repostType":4,"repost":{"id":"1147487732","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":1768461300,"share":"https://www.laohu8.com/m/news/1147487732?lang=zh_CN&edition=full","pubTime":"2026-01-15 15:15","market":"us","language":"zh","title":"AI应用开始赚大钱了,7个月收入翻倍至300亿美元!利好这些公司...","url":"https://stock-news.laohu8.com/highlight/detail?id=1147487732","media":"老虎资讯综合","summary":"根据 The Information 对32家公司的统计,仅用7个月时间,销售AI模型或应用的“AI原生”公司年化收入规模已从 150亿美元 翻倍增长至 300亿美元以上。此外,文章尚未计入这些公司为获取收入而付出的成本。按估算,目前这些AI公司每年合计“烧钱”规模超过 200亿美元,意味着收入增长并不等同于盈利改善。过去6个月中,已有 13家 AI应用公司年化收入突破 1亿美元这一关键节点。","content":"<html><head></head><body><h2 id=\"id_124075000\">AI原生创业公司收入快速增长</h2><p>AI创业公司的收入前景正在逐步改善。根据 The Information 对32家公司的统计,仅用7个月时间,销售AI模型或应用的“AI原生”公司年化收入规模已从 <strong>150亿美元</strong> 翻倍增长至 <strong>300亿美元以上</strong>。而在2023年之前,这一个数据几乎为零。</p><p>从图表来看,这一增长趋势在2024年下半年至2025年明显加速,显示AI应用层的商业化正在取得阶段性进展。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e34935cfead4071176c746269eed5ef3\" tg-width=\"1800\" tg-height=\"1012\"/></p><p><strong>利好以下公司:</strong></p><p>OpenAI → 微软</p><p>Anthropic → 亚马逊 / 谷歌</p><p>xAI → 特斯拉(TSLA)</p><p>利好算力股 → Nvidia(NVDA)、AMD</p><p>定制 AI 芯片、网络芯片 → Broadcom(AVGO)</p><p>AI服务器 → DELL、ORCL等</p><p>储存芯片 → MU、SNDK、WDC、STX等</p><h2 id=\"id_2766627039\">收入高度集中,OpenAI与Anthropic占据绝对主导</h2><p>不过,这一亮眼数据背后,收入结构极度集中。OpenAI和Anthropic两家公司合计贡献了 <strong>接近85%</strong> 的年化收入;若按收入排名前十的公司计算,其合计占比更是高达 <strong>94%</strong>。</p><p>这前十家公司包括:OpenAI、Anthropic、Cursor、Cognition、ElevenLabs、Midjourney、Lovable、Suno、xAI 和 Perplexity。换言之,大多数AI创业公司的收入规模仍然有限,行业呈现明显的“头部效应”。</p><h2 id=\"id_3966732446\">收入口径存在重复计算,真实规模需打折看待</h2><p>需要注意的是,统计中存在一定程度的<strong>重复计算</strong>。例如,Cursor 和 Perplexity 等应用型公司,需要向 OpenAI、Anthropic 付费调用模型能力,其收入在某种程度上与模型厂商的收入存在交叉。</p><p>此外,文章尚未计入这些公司为获取收入而付出的成本。按估算,目前这些AI公司每年合计“烧钱”规模超过 <strong>200亿美元</strong>,意味着收入增长并不等同于盈利改善。</p><h2 id=\"id_1386372148\">多家AI应用跨过“1亿美元门槛”</h2><p>尽管如此,AI应用近期的收入增长依然不容忽视。过去6个月中,已有 <strong>13家</strong> AI应用公司年化收入突破 <strong>1亿美元</strong>这一关键节点。</p><p>其中,音乐生成应用 <strong>Suno</strong> 的年化收入已超过 <strong>2亿美元</strong>;代码智能体公司 <strong>Cognition</strong> 的年化收入约 <strong>4亿美元</strong>;而代码助手 <strong>Cursor</strong> 的增长最为迅猛,近几个月年化收入已突破 <strong>10亿美元</strong>。</p><h2 id=\"id_2158126204\">商业模式开始多元化,广告成为新路径</h2><p>收入增长也反映出AI公司正在探索订阅之外的商业模式。其中,广告正逐渐成为重要补充。</p><p>例如,医疗聊天机器人 <strong>OpenEvidence</strong> 通过向制药公司出售广告位实现变现,模式类似于谷歌的搜索广告。数据显示,该公司在仅售出约十分之一广告库存的情况下,年化收入已达 <strong>1.5亿美元</strong>,理论上具备冲击 <strong>10亿美元级别</strong>收入的潜力。</p><h2 id=\"id_4161943635\">高收入不等于长期安全,竞争正在加剧</h2><p>尽管收入快速增长,但AI创业公司能否长期存活仍存在不确定性。以 Cursor 和 Cognition 为例,它们目前是AI时代表现最突出的代码类创业公司之一,但正面临来自“上游模型厂商”的直接竞争。</p><p>OpenAI 和 Anthropic 已开始推出自有编程工具。以 Anthropic 为例,其 Claude Code 的收入规模已与 Cursor 相当,而 Cursor 实际上拥有近两年的先发优势。这意味着,AI生态中的“平台反向挤压应用层”风险正在显现。</p><h2 id=\"id_1336423021\">收入仍将增长,但增速分化不可避免</h2><p>综合来看,“AI原生”公司的整体收入规模仍有望继续扩大,但在部分细分领域,增速放缓甚至竞争洗牌并不令人意外。对投资者而言,<strong>收入增长的质量、可持续性与竞争位置</strong>,将比单纯的规模数字更加关键。</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>AI应用开始赚大钱了,7个月收入翻倍至300亿美元!利好这些公司...</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\">\nAI应用开始赚大钱了,7个月收入翻倍至300亿美元!利好这些公司...\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\">2026-01-15 15:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 id=\"id_124075000\">AI原生创业公司收入快速增长</h2><p>AI创业公司的收入前景正在逐步改善。根据 The Information 对32家公司的统计,仅用7个月时间,销售AI模型或应用的“AI原生”公司年化收入规模已从 <strong>150亿美元</strong> 翻倍增长至 <strong>300亿美元以上</strong>。而在2023年之前,这一个数据几乎为零。</p><p>从图表来看,这一增长趋势在2024年下半年至2025年明显加速,显示AI应用层的商业化正在取得阶段性进展。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e34935cfead4071176c746269eed5ef3\" tg-width=\"1800\" tg-height=\"1012\"/></p><p><strong>利好以下公司:</strong></p><p>OpenAI → 微软</p><p>Anthropic → 亚马逊 / 谷歌</p><p>xAI → 特斯拉(TSLA)</p><p>利好算力股 → Nvidia(NVDA)、AMD</p><p>定制 AI 芯片、网络芯片 → Broadcom(AVGO)</p><p>AI服务器 → DELL、ORCL等</p><p>储存芯片 → MU、SNDK、WDC、STX等</p><h2 id=\"id_2766627039\">收入高度集中,OpenAI与Anthropic占据绝对主导</h2><p>不过,这一亮眼数据背后,收入结构极度集中。OpenAI和Anthropic两家公司合计贡献了 <strong>接近85%</strong> 的年化收入;若按收入排名前十的公司计算,其合计占比更是高达 <strong>94%</strong>。</p><p>这前十家公司包括:OpenAI、Anthropic、Cursor、Cognition、ElevenLabs、Midjourney、Lovable、Suno、xAI 和 Perplexity。换言之,大多数AI创业公司的收入规模仍然有限,行业呈现明显的“头部效应”。</p><h2 id=\"id_3966732446\">收入口径存在重复计算,真实规模需打折看待</h2><p>需要注意的是,统计中存在一定程度的<strong>重复计算</strong>。例如,Cursor 和 Perplexity 等应用型公司,需要向 OpenAI、Anthropic 付费调用模型能力,其收入在某种程度上与模型厂商的收入存在交叉。</p><p>此外,文章尚未计入这些公司为获取收入而付出的成本。按估算,目前这些AI公司每年合计“烧钱”规模超过 <strong>200亿美元</strong>,意味着收入增长并不等同于盈利改善。</p><h2 id=\"id_1386372148\">多家AI应用跨过“1亿美元门槛”</h2><p>尽管如此,AI应用近期的收入增长依然不容忽视。过去6个月中,已有 <strong>13家</strong> AI应用公司年化收入突破 <strong>1亿美元</strong>这一关键节点。</p><p>其中,音乐生成应用 <strong>Suno</strong> 的年化收入已超过 <strong>2亿美元</strong>;代码智能体公司 <strong>Cognition</strong> 的年化收入约 <strong>4亿美元</strong>;而代码助手 <strong>Cursor</strong> 的增长最为迅猛,近几个月年化收入已突破 <strong>10亿美元</strong>。</p><h2 id=\"id_2158126204\">商业模式开始多元化,广告成为新路径</h2><p>收入增长也反映出AI公司正在探索订阅之外的商业模式。其中,广告正逐渐成为重要补充。</p><p>例如,医疗聊天机器人 <strong>OpenEvidence</strong> 通过向制药公司出售广告位实现变现,模式类似于谷歌的搜索广告。数据显示,该公司在仅售出约十分之一广告库存的情况下,年化收入已达 <strong>1.5亿美元</strong>,理论上具备冲击 <strong>10亿美元级别</strong>收入的潜力。</p><h2 id=\"id_4161943635\">高收入不等于长期安全,竞争正在加剧</h2><p>尽管收入快速增长,但AI创业公司能否长期存活仍存在不确定性。以 Cursor 和 Cognition 为例,它们目前是AI时代表现最突出的代码类创业公司之一,但正面临来自“上游模型厂商”的直接竞争。</p><p>OpenAI 和 Anthropic 已开始推出自有编程工具。以 Anthropic 为例,其 Claude Code 的收入规模已与 Cursor 相当,而 Cursor 实际上拥有近两年的先发优势。这意味着,AI生态中的“平台反向挤压应用层”风险正在显现。</p><h2 id=\"id_1336423021\">收入仍将增长,但增速分化不可避免</h2><p>综合来看,“AI原生”公司的整体收入规模仍有望继续扩大,但在部分细分领域,增速放缓甚至竞争洗牌并不令人意外。对投资者而言,<strong>收入增长的质量、可持续性与竞争位置</strong>,将比单纯的规模数字更加关键。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147487732","content_text":"AI原生创业公司收入快速增长AI创业公司的收入前景正在逐步改善。根据 The Information 对32家公司的统计,仅用7个月时间,销售AI模型或应用的“AI原生”公司年化收入规模已从 150亿美元 翻倍增长至 300亿美元以上。而在2023年之前,这一个数据几乎为零。从图表来看,这一增长趋势在2024年下半年至2025年明显加速,显示AI应用层的商业化正在取得阶段性进展。利好以下公司:OpenAI → 微软Anthropic → 亚马逊 / 谷歌xAI → 特斯拉(TSLA)利好算力股 → Nvidia(NVDA)、AMD定制 AI 芯片、网络芯片 → Broadcom(AVGO)AI服务器 → DELL、ORCL等储存芯片 → MU、SNDK、WDC、STX等收入高度集中,OpenAI与Anthropic占据绝对主导不过,这一亮眼数据背后,收入结构极度集中。OpenAI和Anthropic两家公司合计贡献了 接近85% 的年化收入;若按收入排名前十的公司计算,其合计占比更是高达 94%。这前十家公司包括:OpenAI、Anthropic、Cursor、Cognition、ElevenLabs、Midjourney、Lovable、Suno、xAI 和 Perplexity。换言之,大多数AI创业公司的收入规模仍然有限,行业呈现明显的“头部效应”。收入口径存在重复计算,真实规模需打折看待需要注意的是,统计中存在一定程度的重复计算。例如,Cursor 和 Perplexity 等应用型公司,需要向 OpenAI、Anthropic 付费调用模型能力,其收入在某种程度上与模型厂商的收入存在交叉。此外,文章尚未计入这些公司为获取收入而付出的成本。按估算,目前这些AI公司每年合计“烧钱”规模超过 200亿美元,意味着收入增长并不等同于盈利改善。多家AI应用跨过“1亿美元门槛”尽管如此,AI应用近期的收入增长依然不容忽视。过去6个月中,已有 13家 AI应用公司年化收入突破 1亿美元这一关键节点。其中,音乐生成应用 Suno 的年化收入已超过 2亿美元;代码智能体公司 Cognition 的年化收入约 4亿美元;而代码助手 Cursor 的增长最为迅猛,近几个月年化收入已突破 10亿美元。商业模式开始多元化,广告成为新路径收入增长也反映出AI公司正在探索订阅之外的商业模式。其中,广告正逐渐成为重要补充。例如,医疗聊天机器人 OpenEvidence 通过向制药公司出售广告位实现变现,模式类似于谷歌的搜索广告。数据显示,该公司在仅售出约十分之一广告库存的情况下,年化收入已达 1.5亿美元,理论上具备冲击 10亿美元级别收入的潜力。高收入不等于长期安全,竞争正在加剧尽管收入快速增长,但AI创业公司能否长期存活仍存在不确定性。以 Cursor 和 Cognition 为例,它们目前是AI时代表现最突出的代码类创业公司之一,但正面临来自“上游模型厂商”的直接竞争。OpenAI 和 Anthropic 已开始推出自有编程工具。以 Anthropic 为例,其 Claude Code 的收入规模已与 Cursor 相当,而 Cursor 实际上拥有近两年的先发优势。这意味着,AI生态中的“平台反向挤压应用层”风险正在显现。收入仍将增长,但增速分化不可避免综合来看,“AI原生”公司的整体收入规模仍有望继续扩大,但在部分细分领域,增速放缓甚至竞争洗牌并不令人意外。对投资者而言,收入增长的质量、可持续性与竞争位置,将比单纯的规模数字更加关键。","news_type":1,"symbols_score_info":{"ORCL":2,"SNDK":2,"GOOGL":2,"AMZN":2,"MSFT":2,"GOOG":2,"NVDA":2,"STX":2,"MU":2,"WDC":2,"CRWV":2,"DELL":2,"TSLA":2,"SMCI":2,"META":2}},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":522174631871160,"gmtCreate":1768520004564,"gmtModify":1768529968255,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"title":"","htmlText":"假新闻。。。我用谷歌搜了对应的英文和中文,都没有外媒报道,只看到富途和国内的媒体报道,而且10光年的说法最早在25年11月就有了,最近又老调重谈,真是恶心,恶意发布假新闻,造粪机。 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> <a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2603(NQmain)$ </a> ","listText":"假新闻。。。我用谷歌搜了对应的英文和中文,都没有外媒报道,只看到富途和国内的媒体报道,而且10光年的说法最早在25年11月就有了,最近又老调重谈,真是恶心,恶意发布假新闻,造粪机。 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> <a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2603(NQmain)$ </a> ","text":"假新闻。。。我用谷歌搜了对应的英文和中文,都没有外媒报道,只看到富途和国内的媒体报道,而且10光年的说法最早在25年11月就有了,最近又老调重谈,真是恶心,恶意发布假新闻,造粪机。 $微软(MSFT)$ $纳斯达克(.IXIC)$ $NQ100指数主连 2603(NQmain)$","images":[{"img":"https://static.tigerbbs.com/5e0698017af60af0128df2df5411aa2f"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522174631871160","repostId":"2603848289","repostType":2,"repost":{"id":"2603848289","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1768493889,"share":"https://www.laohu8.com/m/news/2603848289?lang=zh_CN&edition=full","pubTime":"2026-01-16 00:18","market":"hk","language":"zh","title":"摩根大通一线调研:微软领先所有人至少10光年,生态整合能力非常强大!","url":"https://stock-news.laohu8.com/highlight/detail?id=2603848289","media":"华尔街见闻","summary":"摩根大通最新一线调研显示,微软在云生态整合领域建立巨大优势,被业界形容为“领先至少10光年”。其通过Work IQ、Fabric IQ等能力构建协同产品矩阵,成为企业AI与数字化转型的首选。与此同时,AI项目正加速从试点迈向规模化生产,预算从数十万美元跃升至数百万美元级别,且投资回报日益可衡量。","content":"<html><body><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>最新一线调研指出,<strong><a href=\"https://laohu8.com/S/MSFT\">微软</a>已在云生态整合领域建立巨大优势,被受访者形容为“领先所有人至少10光年”,其全面且协同的产品体系正成为企业规模化部署AI与数字化转型的首选平台。</strong></p>\n<p>此次结论基于对超过30位行业关键参与者(包括系统集成商、软件供应商、经销商及大型客户)的深度访谈。调研进一步揭示,未来12-18个月软件市场的关键趋势包括:AI项目正从试点规模(25-50万美元)向生产级投入(250万-500万美元)跃迁;企业IT支出决策权已从首席信息官转向首席财务官,决策更加注重明确的可衡量回报与投资周期;同时,Databricks、<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>及<a href=\"https://laohu8.com/S/DDOG\">Datadog</a>等数据基础设施公司持续受益于这一转型进程。</p>\n<p>这些来自市场一线的反馈为投资者提供了区别于公开财报的前瞻视角,有助于识别软件板块在未来一段时期内的结构性机会与潜在风险。</p>\n<h2><strong>微软生态优势凸显 AI项目加速落地</strong></h2>\n<p>报告指出<strong>,微软在生态整合方面建立显著优势,被受访者描述为“领先其他厂商至少10光年”。其通过将Work IQ、Fabric IQ等能力系统性融入产品<a href=\"https://laohu8.com/S/301365\">矩阵</a>,构建了以全局效率与数据洞察为核心的协同生态。</strong></p>\n<p>相比之下,AWS更聚焦基础设施层,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>则深耕数据领域。这种差异已转化为实际市场表现——有联邦业务相关人士透露,其所在机构的Azure团队规模已显著超过AWS团队。</p>\n<p>同时,<strong>AI应用正加速从试点迈向规模化生产。</strong>系统集成商观察到,AI项目预算已从25-50万美元的试点范围,扩展至250-500万美元的生产级部署,且多数企业基于OpenAI和Anthropic的API构建内部解决方案。具体案例显示,AI已能帮助生物技术客户将分子筛选周期从五年缩短至数周,节省数百万美元研发成本,标志着AI投资回报率进入可量化、可感知阶段。</p>\n<h2>AI规模化面临成本与落地挑战</h2>\n<p><strong>尽管微软优势明显,但竞争持续激烈:AWS被视为最接近的追赶者,<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>则以敏捷姿态紧随其后。</strong>数据层面亦呈现融合与分野并存态势——Snowflake与Databricks相互渗透,企业选择常受其文化驱动:业务导向型偏好Snowflake,技术导向型倾向Databricks,而大型企业往往两者兼备。</p>\n<p>报告亦提示行业面临结构性挑战:推理成本因计入销售成本而受到更严格审视;AI项目规模化仍受制于“可重复、标准化用例”的不足;此外,落地过程中的变革管理亦是关键制约因素。</p>\n<h2>IT预算趋稳 数据投入升温</h2>\n<p>多位受访者指出,2026年IT预算不会爆发式增长,但管道健康。关键变化在于:\"现在是CFO和财务部门审查IT支出,三年前是CIO主导。客户关注更短周期、ROI和现金回报。\"有系统集成商表示存在\"非AI软件的积压支出\",企业意识到需要同步维护CRM、HCM和ERP等核心系统。</p>\n<p>数据基础设施投资持续活跃。受访者称:\"客户对数据现代化非常认真,意识到差距后正在积极应对。\"Snowflake和Databricks账单增长迅速,虽然有时让客户感到意外,但大多数仍认可价值。Databricks Lakebase在Azure上的Q3采用率显著提升。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>摩根大通一线调研:微软领先所有人至少10光年,生态整合能力非常强大!</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摩根大通一线调研:微软领先所有人至少10光年,生态整合能力非常强大!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-16 00:18 北京时间 <a href=https://wallstreetcn.com/articles/3763380><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根大通最新一线调研指出,微软已在云生态整合领域建立巨大优势,被受访者形容为“领先所有人至少10光年”,其全面且协同的产品体系正成为企业规模化部署AI与数字化转型的首选平台。\n此次结论基于对超过30位行业关键参与者(包括系统集成商、软件供应商、经销商及大型客户)的深度访谈。调研进一步揭示,未来12-18个月软件市场的关键趋势包括:AI项目正从试点规模(25-50万美元)向生产级投入(250万-...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3763380\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU1697837992.HKD":"BGF DYNAMIC HIGH INCOME \"A6\" (HKDHDG) INC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD) INC AV","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU1032955483.USD":"NORDEA 1 STABLE RETURN \"HB\" (USDHDG) ACC","BK4567":"ESG概念","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4566":"资本集团","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU0894486033.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) INC MF","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU0894485498.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","BK4207":"综合性银行","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0426417589.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU1564329032.USD":"BGF DYNAMIC HIGH INCOME \"A2\" (USD) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0545562505.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0106831901.USD":"贝莱德世界金融基金A2","MSFT":"微软","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","BK4543":"AI","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0971096721.USD":"富达环球金融服务 A","BK4548":"巴美列捷福持仓","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0882574139.USD":"富达环球消费行业基金A ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU1228905037.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1989773731.SGD":"CPR Invest - Education A2 Acc SGD-H","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4550":"红杉资本持仓","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","LU2092937221.SGD":"Blackrock Circular Economy A2 SGD-H","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU1235295455.SGD":"Fidelity Global Multi Asset Growth & Income A-ACC-SGD","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU0323240290.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AD\" INC","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU1032466523.USD":"高盛全球多资产收益组合Acc","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU1043141396.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1236620750.USD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (USD) INC","LU1043141123.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) INC 2","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1236620834.HKD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (HKD) INC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","BK4528":"SaaS概念","LU2237443465.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY \"A4\" (USD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU1564329628.SGD":"Blackrock Dynamic High Income A2 SGD-H","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","BK4525":"远程办公概念","LU0080751232.USD":"富达环球多元动力基金A","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","BK4527":"明星科技股","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","SG9999001077.SGD":"United International Growth Fund SGD","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1181866309.USD":"摩根大通环球策略总报酬基金A (acc)","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU2041044095.USD":"Blackrock Circular Economy A2 USD","LU1803068623.USD":"TEMPLETON GLOBAL CLIMATE CHANGE \"AH1\" (USDHDG) ACC","LU0757359368.USD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU0095938881.EUR":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) EUR","LU1340139317.AUD":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) AUD-H","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4532":"文艺复兴科技持仓","LU1334329650.SGD":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","BK4534":"瑞士信贷持仓","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4535":"淡马锡持仓","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4538":"云计算","LU0757359954.USD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (USD) INC MF","SG9999002232.USD":"Allianz Global High Payout USD","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU0079474960.USD":"联博美国增长基金A","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","BK4097":"系统软件","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1046421795.USD":"富达环球科技A-ACC","LU1221951046.USD":"NORDEA 1 STABLE RETURN \"HM\" (USDHDG) INC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU1221951129.SGD":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU1670710588.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC","LU1196500208.SGD":"NORDEA STABLE RETURN \"HB\" (SGDHDG) ACC","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0528227936.USD":"富达环球人口趋势基金A-ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0238689110.USD":"贝莱德环球动力股票基金","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","BK4503":"景林资产持仓","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","BK4504":"桥水持仓","LU1564329115.USD":"Blackrock Dynamic High Income A6 USD","LU1564329461.SGD":"Blackrock Dynamic High Income A6 SGD-H","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU1188199696.SGD":"Schroder ISF Global Multi-Asset Income A Dis SGD","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU0444971666.USD":"天利全球科技基金","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU0960925559.SGD":"Schroder ISF Global Multi-Asset Income A Acc SGD","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU0879622024.SGD":"Schroder ISF Global Multi-Asset Income A Dis SGD-H","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU0251132253.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","BK4516":"特朗普概念","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","BK4592":"伊斯兰概念","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","LU0323239441.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AC\" ACC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU1228905540.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC 2","BK4585":"ETF&股票定投概念","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4587":"ChatGPT概念","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU2237443895.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU0557290698.USD":"施罗德环球可持续增长基金","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) ACC","BK4588":"碎股","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","BK4598":"佩洛西持仓","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","LU0994945656.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC 2","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1989763005.USD":"东方汇理教育基金A2 Acc","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","BK4576":"AR","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU2087625088.SGD":"ALLSPRING US ALL CAP GROWTH \"A\" (SGDHDG) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4612":"AI芯片","BK4577":"网络游戏","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","BK4579":"人工智能","LU1548497426.USD":"安联环球人工智能AT Acc","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0426412945.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2279689827.SGD":"JPMorgan Investment Funds - Global Income Sustainable A (mth) SGD-H","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","BK4581":"高盛持仓","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU0171293334.USD":"贝莱德英国基金A2","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC"},"source_url":"https://wallstreetcn.com/articles/3763380","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2603848289","content_text":"摩根大通最新一线调研指出,微软已在云生态整合领域建立巨大优势,被受访者形容为“领先所有人至少10光年”,其全面且协同的产品体系正成为企业规模化部署AI与数字化转型的首选平台。\n此次结论基于对超过30位行业关键参与者(包括系统集成商、软件供应商、经销商及大型客户)的深度访谈。调研进一步揭示,未来12-18个月软件市场的关键趋势包括:AI项目正从试点规模(25-50万美元)向生产级投入(250万-500万美元)跃迁;企业IT支出决策权已从首席信息官转向首席财务官,决策更加注重明确的可衡量回报与投资周期;同时,Databricks、Snowflake及Datadog等数据基础设施公司持续受益于这一转型进程。\n这些来自市场一线的反馈为投资者提供了区别于公开财报的前瞻视角,有助于识别软件板块在未来一段时期内的结构性机会与潜在风险。\n微软生态优势凸显 AI项目加速落地\n报告指出,微软在生态整合方面建立显著优势,被受访者描述为“领先其他厂商至少10光年”。其通过将Work IQ、Fabric IQ等能力系统性融入产品矩阵,构建了以全局效率与数据洞察为核心的协同生态。\n相比之下,AWS更聚焦基础设施层,谷歌则深耕数据领域。这种差异已转化为实际市场表现——有联邦业务相关人士透露,其所在机构的Azure团队规模已显著超过AWS团队。\n同时,AI应用正加速从试点迈向规模化生产。系统集成商观察到,AI项目预算已从25-50万美元的试点范围,扩展至250-500万美元的生产级部署,且多数企业基于OpenAI和Anthropic的API构建内部解决方案。具体案例显示,AI已能帮助生物技术客户将分子筛选周期从五年缩短至数周,节省数百万美元研发成本,标志着AI投资回报率进入可量化、可感知阶段。\nAI规模化面临成本与落地挑战\n尽管微软优势明显,但竞争持续激烈:AWS被视为最接近的追赶者,谷歌则以敏捷姿态紧随其后。数据层面亦呈现融合与分野并存态势——Snowflake与Databricks相互渗透,企业选择常受其文化驱动:业务导向型偏好Snowflake,技术导向型倾向Databricks,而大型企业往往两者兼备。\n报告亦提示行业面临结构性挑战:推理成本因计入销售成本而受到更严格审视;AI项目规模化仍受制于“可重复、标准化用例”的不足;此外,落地过程中的变革管理亦是关键制约因素。\nIT预算趋稳 数据投入升温\n多位受访者指出,2026年IT预算不会爆发式增长,但管道健康。关键变化在于:\"现在是CFO和财务部门审查IT支出,三年前是CIO主导。客户关注更短周期、ROI和现金回报。\"有系统集成商表示存在\"非AI软件的积压支出\",企业意识到需要同步维护CRM、HCM和ERP等核心系统。\n数据基础设施投资持续活跃。受访者称:\"客户对数据现代化非常认真,意识到差距后正在积极应对。\"Snowflake和Databricks账单增长迅速,虽然有时让客户感到意外,但大多数仍认可价值。Databricks Lakebase在Azure上的Q3采用率显著提升。","news_type":1,"symbols_score_info":{"MSFT":1.95}},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":522149617328824,"gmtCreate":1768513897498,"gmtModify":1768513902748,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> 市场为什么非要这么执拗?难道460就是未来的天花板了?真是大无语事件。。。但是,从短线即时行情来看,又不得不承认眼前的事实 <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$ </a> ","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> 市场为什么非要这么执拗?难道460就是未来的天花板了?真是大无语事件。。。但是,从短线即时行情来看,又不得不承认眼前的事实 <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$ </a> ","text":"$微软(MSFT)$ 市场为什么非要这么执拗?难道460就是未来的天花板了?真是大无语事件。。。但是,从短线即时行情来看,又不得不承认眼前的事实 $纳斯达克(.IXIC)$ $标普500(.SPX)$","images":[{"img":"https://static.tigerbbs.com/6014527a4b836a8049c8a8604b1142d4","width":"1080","height":"2900"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522149617328824","isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":522139709478104,"gmtCreate":1768511557673,"gmtModify":1768511570915,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/AMD 20260116 235.0 PUT\">$AMD 20260116 235.0 PUT$ </a> 末日赢麻了","listText":"<a href=\"https://laohu8.com/OPT/AMD 20260116 235.0 PUT\">$AMD 20260116 235.0 PUT$ </a> 末日赢麻了","text":"$AMD 20260116 235.0 PUT$ 末日赢麻了","images":[{"img":"https://static.tigerbbs.com/d2a075357a7cd10dd0b8e78e84466fb5","width":"1080","height":"1885"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522139709478104","isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":522326117605904,"gmtCreate":1768510780516,"gmtModify":1768510785073,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/MSFT 20260130 480.0 CALL\">$MSFT 20260130 480.0 CALL$ </a> ","listText":"<a href=\"https://laohu8.com/OPT/MSFT 20260130 480.0 CALL\">$MSFT 20260130 480.0 CALL$ </a> ","text":"$MSFT 20260130 480.0 CALL$","images":[{"img":"https://static.tigerbbs.com/f1fb2a66cdbccb8d7fdd359b80538d7b","width":"1080","height":"2776"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522326117605904","isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":522122493916336,"gmtCreate":1768507279687,"gmtModify":1768507282341,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$ </a> 先把今天的跳空缺口补了","listText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$ </a> 先把今天的跳空缺口补了","text":"$标普500(.SPX)$ 先把今天的跳空缺口补了","images":[{"img":"https://static.tigerbbs.com/2e97267621078f265284199b0cc07ac3","width":"1080","height":"2343"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522122493916336","isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":522117443854608,"gmtCreate":1768506116004,"gmtModify":1768513595618,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> 给我V 🚀","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> 给我V 🚀","text":"$微软(MSFT)$ 给我V 🚀","images":[{"img":"https://static.tigerbbs.com/d4b0dad2062c19602f526e10ead07ebf","width":"1080","height":"2072"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522117443854608","isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":522108567249072,"gmtCreate":1768503954254,"gmtModify":1768513597259,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a> 倒车接人 🚀","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a> 倒车接人 🚀","text":"$台积电(TSM)$ 倒车接人 🚀","images":[{"img":"https://static.tigerbbs.com/8cc0ae28d8ede531dfe8dd1ad3437411","width":"1080","height":"2159"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522108567249072","isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":522101278598320,"gmtCreate":1768502100166,"gmtModify":1768513595296,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"title":"","htmlText":"扯尼M的淡 ","listText":"扯尼M的淡 ","text":"扯尼M的淡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522101278598320","repostId":"2603848289","repostType":2,"repost":{"id":"2603848289","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1768493889,"share":"https://www.laohu8.com/m/news/2603848289?lang=zh_CN&edition=full","pubTime":"2026-01-16 00:18","market":"hk","language":"zh","title":"摩根大通一线调研:微软领先所有人至少10光年,生态整合能力非常强大!","url":"https://stock-news.laohu8.com/highlight/detail?id=2603848289","media":"华尔街见闻","summary":"摩根大通最新一线调研显示,微软在云生态整合领域建立巨大优势,被业界形容为“领先至少10光年”。其通过Work IQ、Fabric IQ等能力构建协同产品矩阵,成为企业AI与数字化转型的首选。与此同时,AI项目正加速从试点迈向规模化生产,预算从数十万美元跃升至数百万美元级别,且投资回报日益可衡量。","content":"<html><body><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>最新一线调研指出,<strong><a href=\"https://laohu8.com/S/MSFT\">微软</a>已在云生态整合领域建立巨大优势,被受访者形容为“领先所有人至少10光年”,其全面且协同的产品体系正成为企业规模化部署AI与数字化转型的首选平台。</strong></p>\n<p>此次结论基于对超过30位行业关键参与者(包括系统集成商、软件供应商、经销商及大型客户)的深度访谈。调研进一步揭示,未来12-18个月软件市场的关键趋势包括:AI项目正从试点规模(25-50万美元)向生产级投入(250万-500万美元)跃迁;企业IT支出决策权已从首席信息官转向首席财务官,决策更加注重明确的可衡量回报与投资周期;同时,Databricks、<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>及<a href=\"https://laohu8.com/S/DDOG\">Datadog</a>等数据基础设施公司持续受益于这一转型进程。</p>\n<p>这些来自市场一线的反馈为投资者提供了区别于公开财报的前瞻视角,有助于识别软件板块在未来一段时期内的结构性机会与潜在风险。</p>\n<h2><strong>微软生态优势凸显 AI项目加速落地</strong></h2>\n<p>报告指出<strong>,微软在生态整合方面建立显著优势,被受访者描述为“领先其他厂商至少10光年”。其通过将Work IQ、Fabric IQ等能力系统性融入产品<a href=\"https://laohu8.com/S/301365\">矩阵</a>,构建了以全局效率与数据洞察为核心的协同生态。</strong></p>\n<p>相比之下,AWS更聚焦基础设施层,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>则深耕数据领域。这种差异已转化为实际市场表现——有联邦业务相关人士透露,其所在机构的Azure团队规模已显著超过AWS团队。</p>\n<p>同时,<strong>AI应用正加速从试点迈向规模化生产。</strong>系统集成商观察到,AI项目预算已从25-50万美元的试点范围,扩展至250-500万美元的生产级部署,且多数企业基于OpenAI和Anthropic的API构建内部解决方案。具体案例显示,AI已能帮助生物技术客户将分子筛选周期从五年缩短至数周,节省数百万美元研发成本,标志着AI投资回报率进入可量化、可感知阶段。</p>\n<h2>AI规模化面临成本与落地挑战</h2>\n<p><strong>尽管微软优势明显,但竞争持续激烈:AWS被视为最接近的追赶者,<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>则以敏捷姿态紧随其后。</strong>数据层面亦呈现融合与分野并存态势——Snowflake与Databricks相互渗透,企业选择常受其文化驱动:业务导向型偏好Snowflake,技术导向型倾向Databricks,而大型企业往往两者兼备。</p>\n<p>报告亦提示行业面临结构性挑战:推理成本因计入销售成本而受到更严格审视;AI项目规模化仍受制于“可重复、标准化用例”的不足;此外,落地过程中的变革管理亦是关键制约因素。</p>\n<h2>IT预算趋稳 数据投入升温</h2>\n<p>多位受访者指出,2026年IT预算不会爆发式增长,但管道健康。关键变化在于:\"现在是CFO和财务部门审查IT支出,三年前是CIO主导。客户关注更短周期、ROI和现金回报。\"有系统集成商表示存在\"非AI软件的积压支出\",企业意识到需要同步维护CRM、HCM和ERP等核心系统。</p>\n<p>数据基础设施投资持续活跃。受访者称:\"客户对数据现代化非常认真,意识到差距后正在积极应对。\"Snowflake和Databricks账单增长迅速,虽然有时让客户感到意外,但大多数仍认可价值。Databricks Lakebase在Azure上的Q3采用率显著提升。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>摩根大通一线调研:微软领先所有人至少10光年,生态整合能力非常强大!</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摩根大通一线调研:微软领先所有人至少10光年,生态整合能力非常强大!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-16 00:18 北京时间 <a href=https://wallstreetcn.com/articles/3763380><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根大通最新一线调研指出,微软已在云生态整合领域建立巨大优势,被受访者形容为“领先所有人至少10光年”,其全面且协同的产品体系正成为企业规模化部署AI与数字化转型的首选平台。\n此次结论基于对超过30位行业关键参与者(包括系统集成商、软件供应商、经销商及大型客户)的深度访谈。调研进一步揭示,未来12-18个月软件市场的关键趋势包括:AI项目正从试点规模(25-50万美元)向生产级投入(250万-...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3763380\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU1697837992.HKD":"BGF DYNAMIC HIGH INCOME \"A6\" (HKDHDG) INC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD) INC AV","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU1032955483.USD":"NORDEA 1 STABLE RETURN \"HB\" (USDHDG) ACC","BK4567":"ESG概念","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4566":"资本集团","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU0894486033.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) INC MF","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU0894485498.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","BK4207":"综合性银行","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0426417589.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU1564329032.USD":"BGF DYNAMIC HIGH INCOME \"A2\" (USD) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0545562505.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0106831901.USD":"贝莱德世界金融基金A2","MSFT":"微软","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","BK4543":"AI","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0971096721.USD":"富达环球金融服务 A","BK4548":"巴美列捷福持仓","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0882574139.USD":"富达环球消费行业基金A ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU1228905037.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1989773731.SGD":"CPR Invest - Education A2 Acc SGD-H","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4550":"红杉资本持仓","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","LU2092937221.SGD":"Blackrock Circular Economy A2 SGD-H","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU1235295455.SGD":"Fidelity Global Multi Asset Growth & Income A-ACC-SGD","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU0323240290.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AD\" INC","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU1032466523.USD":"高盛全球多资产收益组合Acc","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU1043141396.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1236620750.USD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (USD) INC","LU1043141123.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) INC 2","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1236620834.HKD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (HKD) INC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","BK4528":"SaaS概念","LU2237443465.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY \"A4\" (USD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU1564329628.SGD":"Blackrock Dynamic High Income A2 SGD-H","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","BK4525":"远程办公概念","LU0080751232.USD":"富达环球多元动力基金A","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","BK4527":"明星科技股","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","SG9999001077.SGD":"United International Growth Fund SGD","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1181866309.USD":"摩根大通环球策略总报酬基金A (acc)","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU2041044095.USD":"Blackrock Circular Economy A2 USD","LU1803068623.USD":"TEMPLETON GLOBAL CLIMATE CHANGE \"AH1\" (USDHDG) ACC","LU0757359368.USD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU0095938881.EUR":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) EUR","LU1340139317.AUD":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) AUD-H","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4532":"文艺复兴科技持仓","LU1334329650.SGD":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","BK4534":"瑞士信贷持仓","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4535":"淡马锡持仓","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4538":"云计算","LU0757359954.USD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (USD) INC MF","SG9999002232.USD":"Allianz Global High Payout USD","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU0079474960.USD":"联博美国增长基金A","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","BK4097":"系统软件","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1046421795.USD":"富达环球科技A-ACC","LU1221951046.USD":"NORDEA 1 STABLE RETURN \"HM\" (USDHDG) INC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU1221951129.SGD":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU1670710588.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC","LU1196500208.SGD":"NORDEA STABLE RETURN \"HB\" (SGDHDG) ACC","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0528227936.USD":"富达环球人口趋势基金A-ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0238689110.USD":"贝莱德环球动力股票基金","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","BK4503":"景林资产持仓","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","BK4504":"桥水持仓","LU1564329115.USD":"Blackrock Dynamic High Income A6 USD","LU1564329461.SGD":"Blackrock Dynamic High Income A6 SGD-H","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU1188199696.SGD":"Schroder ISF Global Multi-Asset Income A Dis SGD","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU0444971666.USD":"天利全球科技基金","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU0960925559.SGD":"Schroder ISF Global Multi-Asset Income A Acc SGD","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU0879622024.SGD":"Schroder ISF Global Multi-Asset Income A Dis SGD-H","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU0251132253.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","BK4516":"特朗普概念","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","BK4592":"伊斯兰概念","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","LU0323239441.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AC\" ACC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU1228905540.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC 2","BK4585":"ETF&股票定投概念","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4587":"ChatGPT概念","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU2237443895.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU0557290698.USD":"施罗德环球可持续增长基金","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) ACC","BK4588":"碎股","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","BK4598":"佩洛西持仓","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","LU0994945656.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC 2","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1989763005.USD":"东方汇理教育基金A2 Acc","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","BK4576":"AR","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU2087625088.SGD":"ALLSPRING US ALL CAP GROWTH \"A\" (SGDHDG) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4612":"AI芯片","BK4577":"网络游戏","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","BK4579":"人工智能","LU1548497426.USD":"安联环球人工智能AT Acc","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0426412945.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2279689827.SGD":"JPMorgan Investment Funds - Global Income Sustainable A (mth) SGD-H","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","BK4581":"高盛持仓","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU0171293334.USD":"贝莱德英国基金A2","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC"},"source_url":"https://wallstreetcn.com/articles/3763380","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2603848289","content_text":"摩根大通最新一线调研指出,微软已在云生态整合领域建立巨大优势,被受访者形容为“领先所有人至少10光年”,其全面且协同的产品体系正成为企业规模化部署AI与数字化转型的首选平台。\n此次结论基于对超过30位行业关键参与者(包括系统集成商、软件供应商、经销商及大型客户)的深度访谈。调研进一步揭示,未来12-18个月软件市场的关键趋势包括:AI项目正从试点规模(25-50万美元)向生产级投入(250万-500万美元)跃迁;企业IT支出决策权已从首席信息官转向首席财务官,决策更加注重明确的可衡量回报与投资周期;同时,Databricks、Snowflake及Datadog等数据基础设施公司持续受益于这一转型进程。\n这些来自市场一线的反馈为投资者提供了区别于公开财报的前瞻视角,有助于识别软件板块在未来一段时期内的结构性机会与潜在风险。\n微软生态优势凸显 AI项目加速落地\n报告指出,微软在生态整合方面建立显著优势,被受访者描述为“领先其他厂商至少10光年”。其通过将Work IQ、Fabric IQ等能力系统性融入产品矩阵,构建了以全局效率与数据洞察为核心的协同生态。\n相比之下,AWS更聚焦基础设施层,谷歌则深耕数据领域。这种差异已转化为实际市场表现——有联邦业务相关人士透露,其所在机构的Azure团队规模已显著超过AWS团队。\n同时,AI应用正加速从试点迈向规模化生产。系统集成商观察到,AI项目预算已从25-50万美元的试点范围,扩展至250-500万美元的生产级部署,且多数企业基于OpenAI和Anthropic的API构建内部解决方案。具体案例显示,AI已能帮助生物技术客户将分子筛选周期从五年缩短至数周,节省数百万美元研发成本,标志着AI投资回报率进入可量化、可感知阶段。\nAI规模化面临成本与落地挑战\n尽管微软优势明显,但竞争持续激烈:AWS被视为最接近的追赶者,谷歌则以敏捷姿态紧随其后。数据层面亦呈现融合与分野并存态势——Snowflake与Databricks相互渗透,企业选择常受其文化驱动:业务导向型偏好Snowflake,技术导向型倾向Databricks,而大型企业往往两者兼备。\n报告亦提示行业面临结构性挑战:推理成本因计入销售成本而受到更严格审视;AI项目规模化仍受制于“可重复、标准化用例”的不足;此外,落地过程中的变革管理亦是关键制约因素。\nIT预算趋稳 数据投入升温\n多位受访者指出,2026年IT预算不会爆发式增长,但管道健康。关键变化在于:\"现在是CFO和财务部门审查IT支出,三年前是CIO主导。客户关注更短周期、ROI和现金回报。\"有系统集成商表示存在\"非AI软件的积压支出\",企业意识到需要同步维护CRM、HCM和ERP等核心系统。\n数据基础设施投资持续活跃。受访者称:\"客户对数据现代化非常认真,意识到差距后正在积极应对。\"Snowflake和Databricks账单增长迅速,虽然有时让客户感到意外,但大多数仍认可价值。Databricks Lakebase在Azure上的Q3采用率显著提升。","news_type":1,"symbols_score_info":{"MSFT":1.95}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522282320347336,"gmtCreate":1768498734257,"gmtModify":1768498747786,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> 空头打造的铜墙铁壁,如何能凿穿? <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$ </a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> ","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> 空头打造的铜墙铁壁,如何能凿穿? <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$ </a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> ","text":"$微软(MSFT)$ 空头打造的铜墙铁壁,如何能凿穿? $标普500(.SPX)$ $纳斯达克(.IXIC)$","images":[{"img":"https://static.tigerbbs.com/31fdf80b717da325592cef0ba86bd6f3","width":"1080","height":"2306"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522282320347336","isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":522082334676088,"gmtCreate":1768497539669,"gmtModify":1768513595231,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a> 昨日重现?","listText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a> 昨日重现?","text":"$奈飞(NFLX)$ 昨日重现?","images":[{"img":"https://static.tigerbbs.com/e84098a4769e24ff26a547499677ed9f","width":"1080","height":"2393"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522082334676088","isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":522055426269336,"gmtCreate":1768490891810,"gmtModify":1768493130755,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> 最大阻力方向就是向上涨。550的两座丰碑!","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> 最大阻力方向就是向上涨。550的两座丰碑!","text":"$微软(MSFT)$ 最大阻力方向就是向上涨。550的两座丰碑!","images":[{"img":"https://static.tigerbbs.com/80bd93a5248b31d42eb0ff73929f6c85","width":"1080","height":"2306"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522055426269336","isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":521939571918280,"gmtCreate":1768462689332,"gmtModify":1768463831863,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> 畜牲都不如的垃圾玩意儿","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> 畜牲都不如的垃圾玩意儿","text":"$微软(MSFT)$ 畜牲都不如的垃圾玩意儿","images":[{"img":"https://static.tigerbbs.com/25aaeb56dd82c410ed04768b68448fd8","width":"1080","height":"2561"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521939571918280","isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":95711,"gmtCreate":1505466975562,"gmtModify":1704881286521,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"title":"炒股2个月,亏损30%,还有救吗?","htmlText":"目前已经实现亏损10%,还有浮亏20%求救!$阿里巴巴(BABA)$ $微博(WB)$ $好未来(TAL)$$易车网(BITA)$ $京东(JD)$ $网易(NTES)$ $特斯拉(TSLA)$ $AMD(AMD)$ $陌陌(MOMO)$ $迅雷(XNET)$ $苹果(AAPL)$ $58同城(WUBA)$$腾讯控股(00700)$ $融创中国(01918)$ $中国恒大(03333)$ $碧桂园(02007)$ $汽车之家(ATHM)$ $纳指ETF(QQQ)$","listText":"目前已经实现亏损10%,还有浮亏20%求救!$阿里巴巴(BABA)$ $微博(WB)$ $好未来(TAL)$$易车网(BITA)$ $京东(JD)$ $网易(NTES)$ $特斯拉(TSLA)$ $AMD(AMD)$ $陌陌(MOMO)$ $迅雷(XNET)$ $苹果(AAPL)$ $58同城(WUBA)$$腾讯控股(00700)$ $融创中国(01918)$ $中国恒大(03333)$ $碧桂园(02007)$ $汽车之家(ATHM)$ $纳指ETF(QQQ)$","text":"目前已经实现亏损10%,还有浮亏20%求救!$阿里巴巴(BABA)$ $微博(WB)$ $好未来(TAL)$$易车网(BITA)$ $京东(JD)$ $网易(NTES)$ $特斯拉(TSLA)$ $AMD(AMD)$ $陌陌(MOMO)$ $迅雷(XNET)$ $苹果(AAPL)$ $58同城(WUBA)$$腾讯控股(00700)$ $融创中国(01918)$ $中国恒大(03333)$ $碧桂园(02007)$ $汽车之家(ATHM)$ $纳指ETF(QQQ)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":2,"commentSize":123,"repostSize":0,"link":"https://laohu8.com/post/95711","isVote":1,"tweetType":1,"viewCount":5301,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3434046638438343","authorId":"3434046638438343","name":"柴总的美股投资日常","avatar":"https://static.tigerbbs.com/492d307138eed3b8e9e2f4f52fe12929","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3434046638438343","idStr":"3434046638438343"},"content":"我玩期权快没有了,只剩270美金,昨晚下定决心只做正股........正股我觉只买三大指数成分股还有知名中概股就行了,把自己的圈子限定好,其他的不要去看了........270美金不知何时才能翻身....😂😂","text":"我玩期权快没有了,只剩270美金,昨晚下定决心只做正股........正股我觉只买三大指数成分股还有知名中概股就行了,把自己的圈子限定好,其他的不要去看了........270美金不知何时才能翻身....😂😂","html":"我玩期权快没有了,只剩270美金,昨晚下定决心只做正股........正股我觉只买三大指数成分股还有知名中概股就行了,把自己的圈子限定好,其他的不要去看了........270美金不知何时才能翻身....😂😂"},{"author":{"id":"3449576562641609","authorId":"3449576562641609","name":"eleesa","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3449576562641609","idStr":"3449576562641609"},"content":"我1万美元亏的只剩1500,然后翻到3万多","text":"我1万美元亏的只剩1500,然后翻到3万多","html":"我1万美元亏的只剩1500,然后翻到3万多"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616716148,"gmtCreate":1651976069784,"gmtModify":1652086391528,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"title":"纳斯达克千年大顶?","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 的历史最高收盘价,即“千年大顶”,暂时定格在了2021年11月19日周五16057.44点,这也是纳指历史上唯一一次收盘高于16000点,也许正因为物极必反,下一个周一11月22日,纳指便掉头向下,开始了至今长达5个多月,甚至可能会持续更久的滚滚大熊市。为什么是这一天?是什么导致十几年的美股大牛市戛然而止?导火索是什么?答:11月22日,美股开盘时分,一则鲍威尔连任的BREAKING NEWS传遍华尔街和全世界。<a target=\"_blank\" href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2206(NQmain)$</a> 火箭般飙升,但在开盘45分钟之后,便一头栽下去了,从此纳指的命运彻底转变了……鸽王连任不是好事吗?为何市场不买账?仅仅“高兴”了45分钟就“集体叛变”了?前因后果说来很复杂,但可以简单总结一下:在此之前,通胀已经远高于2%的目标,但鲍威尔大概是为了顺利连任,每次都说“通胀是暂时的”,市场便仍然很勉强的继续看涨,以至于本来9月7日就应该已经见顶了的纳指,硬是“又续了一命”,再拉了一波至11月19日,即白宫宣布新的美联储主席的前一天;而此时11月的CPI通胀已飙升至6.2%,市场很难再相信鲍威尔的“通胀暂时论”,也更有理由担心鲍威尔会因为“位子稳了”而开始大变脸,于是在一致性预期之下,“卖事实”,纳指开始崩盘了。而鲍威尔也真的开始转变态度了,缩水、加息、缩表,一件件的提上了日程表。正印证了那句“我预期了你的预期”,然后“你按照我的预期执行”?有点意思。人总是有私心的,但公道自在人心。在22Q1财报季初期,纳指快速下跌至13000点附近。再叠加俄","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 的历史最高收盘价,即“千年大顶”,暂时定格在了2021年11月19日周五16057.44点,这也是纳指历史上唯一一次收盘高于16000点,也许正因为物极必反,下一个周一11月22日,纳指便掉头向下,开始了至今长达5个多月,甚至可能会持续更久的滚滚大熊市。为什么是这一天?是什么导致十几年的美股大牛市戛然而止?导火索是什么?答:11月22日,美股开盘时分,一则鲍威尔连任的BREAKING NEWS传遍华尔街和全世界。<a target=\"_blank\" href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2206(NQmain)$</a> 火箭般飙升,但在开盘45分钟之后,便一头栽下去了,从此纳指的命运彻底转变了……鸽王连任不是好事吗?为何市场不买账?仅仅“高兴”了45分钟就“集体叛变”了?前因后果说来很复杂,但可以简单总结一下:在此之前,通胀已经远高于2%的目标,但鲍威尔大概是为了顺利连任,每次都说“通胀是暂时的”,市场便仍然很勉强的继续看涨,以至于本来9月7日就应该已经见顶了的纳指,硬是“又续了一命”,再拉了一波至11月19日,即白宫宣布新的美联储主席的前一天;而此时11月的CPI通胀已飙升至6.2%,市场很难再相信鲍威尔的“通胀暂时论”,也更有理由担心鲍威尔会因为“位子稳了”而开始大变脸,于是在一致性预期之下,“卖事实”,纳指开始崩盘了。而鲍威尔也真的开始转变态度了,缩水、加息、缩表,一件件的提上了日程表。正印证了那句“我预期了你的预期”,然后“你按照我的预期执行”?有点意思。人总是有私心的,但公道自在人心。在22Q1财报季初期,纳指快速下跌至13000点附近。再叠加俄","text":"$纳斯达克(.IXIC)$ 的历史最高收盘价,即“千年大顶”,暂时定格在了2021年11月19日周五16057.44点,这也是纳指历史上唯一一次收盘高于16000点,也许正因为物极必反,下一个周一11月22日,纳指便掉头向下,开始了至今长达5个多月,甚至可能会持续更久的滚滚大熊市。为什么是这一天?是什么导致十几年的美股大牛市戛然而止?导火索是什么?答:11月22日,美股开盘时分,一则鲍威尔连任的BREAKING NEWS传遍华尔街和全世界。$NQ100指数主连 2206(NQmain)$ 火箭般飙升,但在开盘45分钟之后,便一头栽下去了,从此纳指的命运彻底转变了……鸽王连任不是好事吗?为何市场不买账?仅仅“高兴”了45分钟就“集体叛变”了?前因后果说来很复杂,但可以简单总结一下:在此之前,通胀已经远高于2%的目标,但鲍威尔大概是为了顺利连任,每次都说“通胀是暂时的”,市场便仍然很勉强的继续看涨,以至于本来9月7日就应该已经见顶了的纳指,硬是“又续了一命”,再拉了一波至11月19日,即白宫宣布新的美联储主席的前一天;而此时11月的CPI通胀已飙升至6.2%,市场很难再相信鲍威尔的“通胀暂时论”,也更有理由担心鲍威尔会因为“位子稳了”而开始大变脸,于是在一致性预期之下,“卖事实”,纳指开始崩盘了。而鲍威尔也真的开始转变态度了,缩水、加息、缩表,一件件的提上了日程表。正印证了那句“我预期了你的预期”,然后“你按照我的预期执行”?有点意思。人总是有私心的,但公道自在人心。在22Q1财报季初期,纳指快速下跌至13000点附近。再叠加俄","images":[{"img":"https://static.tigerbbs.com/88e502321f917bc9108e59db34a8e55f","width":"632","height":"306"},{"img":"https://static.tigerbbs.com/bad881feadec350a0f86e4732fba0464","width":"632","height":"452"},{"img":"https://static.tigerbbs.com/e610813365d852b6b70aa8b0bd647739","width":"632","height":"500"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":24,"commentSize":43,"repostSize":18,"link":"https://laohu8.com/post/616716148","isVote":1,"tweetType":1,"viewCount":82256,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3465560381212459","authorId":"3465560381212459","name":"bianjianbao","avatar":"https://static.tigerbbs.com/d544156965377f2ef4d6c2c36b5ea747","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3465560381212459","idStr":"3465560381212459"},"content":"相信纳指还未真正见底,因为加息缩表才刚刚开始,其破坏力还未到达巅峰,微软还未暴雷,苹果从纳指千年大顶以来更是只跌了1.77%也就挠挠痒,这俩不实质性的暴雷下跌,纳指恐怕是难以言底。这俩再跌一段,纳指跌到第4个区间,也许大概就是真的底部了。","text":"相信纳指还未真正见底,因为加息缩表才刚刚开始,其破坏力还未到达巅峰,微软还未暴雷,苹果从纳指千年大顶以来更是只跌了1.77%也就挠挠痒,这俩不实质性的暴雷下跌,纳指恐怕是难以言底。这俩再跌一段,纳指跌到第4个区间,也许大概就是真的底部了。","html":"相信纳指还未真正见底,因为加息缩表才刚刚开始,其破坏力还未到达巅峰,微软还未暴雷,苹果从纳指千年大顶以来更是只跌了1.77%也就挠挠痒,这俩不实质性的暴雷下跌,纳指恐怕是难以言底。这俩再跌一段,纳指跌到第4个区间,也许大概就是真的底部了。"},{"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"content":"货币政策、汇率、国债、股市,全面崩盘!全球经济危机正式爆发! ①.美联储加息缩表,2000年以来最大的加息幅度,1980年以来最激进的缩表力度 ②.美元创20年来新高,人民币从4月19日连续21天贬值5.9% ③.美国10年期国债收益率突破3%,超过中国 ④.美股大崩盘,纳指跌破12000,标普跌破4000","text":"货币政策、汇率、国债、股市,全面崩盘!全球经济危机正式爆发! ①.美联储加息缩表,2000年以来最大的加息幅度,1980年以来最激进的缩表力度 ②.美元创20年来新高,人民币从4月19日连续21天贬值5.9% ③.美国10年期国债收益率突破3%,超过中国 ④.美股大崩盘,纳指跌破12000,标普跌破4000","html":"货币政策、汇率、国债、股市,全面崩盘!全球经济危机正式爆发! ①.美联储加息缩表,2000年以来最大的加息幅度,1980年以来最激进的缩表力度 ②.美元创20年来新高,人民币从4月19日连续21天贬值5.9% ③.美国10年期国债收益率突破3%,超过中国 ④.美股大崩盘,纳指跌破12000,标普跌破4000"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":312325266,"gmtCreate":1612037021055,"gmtModify":1703757501689,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a><a href=\"https://laohu8.com/S/BB\">$黑莓(BB)$</a><a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>光是GME的call就有120亿,而盈透的现金只有90亿。如果天天像这么拉升,那些做空的机构基金、以及罗宾汉盈透这样的券商,都有倒闭的风险,而且即使倒闭了也得付钱,因为期权是合约,必须履行,机构基金们没钱付,券商就得兜底掏钱,所以券商们不得不对散户限购,机构们必须靠抛售其它股票来补充保证金。股市持续大跌,流动性危机,束手无策?浓浓的股灾也许即将来临……","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a><a href=\"https://laohu8.com/S/BB\">$黑莓(BB)$</a><a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>光是GME的call就有120亿,而盈透的现金只有90亿。如果天天像这么拉升,那些做空的机构基金、以及罗宾汉盈透这样的券商,都有倒闭的风险,而且即使倒闭了也得付钱,因为期权是合约,必须履行,机构基金们没钱付,券商就得兜底掏钱,所以券商们不得不对散户限购,机构们必须靠抛售其它股票来补充保证金。股市持续大跌,流动性危机,束手无策?浓浓的股灾也许即将来临……","text":"$游戏驿站(GME)$$黑莓(BB)$$AMC院线(AMC)$$苹果(AAPL)$$特斯拉(TSLA)$光是GME的call就有120亿,而盈透的现金只有90亿。如果天天像这么拉升,那些做空的机构基金、以及罗宾汉盈透这样的券商,都有倒闭的风险,而且即使倒闭了也得付钱,因为期权是合约,必须履行,机构基金们没钱付,券商就得兜底掏钱,所以券商们不得不对散户限购,机构们必须靠抛售其它股票来补充保证金。股市持续大跌,流动性危机,束手无策?浓浓的股灾也许即将来临……","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":17,"commentSize":52,"repostSize":2,"link":"https://laohu8.com/post/312325266","isVote":1,"tweetType":1,"viewCount":22373,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"content":"call 是权利,不是义务。 可以被放弃。用call的规模来衡量,最多表示一个人气。菜市场大妈水平的,网红带货而已。 炒空气币的套路。 怎么证明空气币有价值, 给脑残晒 炒空气币 争了千万刀, 脑残粉就跟上了。 [喷血] 美国历史上 垃圾股,垃圾债。爆炒 不是第一次。三个月后见。","text":"call 是权利,不是义务。 可以被放弃。用call的规模来衡量,最多表示一个人气。菜市场大妈水平的,网红带货而已。 炒空气币的套路。 怎么证明空气币有价值, 给脑残晒 炒空气币 争了千万刀, 脑残粉就跟上了。 [喷血] 美国历史上 垃圾股,垃圾债。爆炒 不是第一次。三个月后见。","html":"call 是权利,不是义务。 可以被放弃。用call的规模来衡量,最多表示一个人气。菜市场大妈水平的,网红带货而已。 炒空气币的套路。 怎么证明空气币有价值, 给脑残晒 炒空气币 争了千万刀, 脑残粉就跟上了。 [喷血] 美国历史上 垃圾股,垃圾债。爆炒 不是第一次。三个月后见。"},{"author":{"id":"3551259808709279","authorId":"3551259808709279","name":"Yipeng","avatar":"https://static.tigerbbs.com/cfc58bf8f3b322d07a6758926774de30","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3551259808709279","idStr":"3551259808709279"},"content":"这就是de-grossing gme做空规模不足以直接引发崩盘 但会让很多机构的算法选择提早出售蓝筹股 对泡沫化的指数形成回调压力 也是好事 市场一直在等待回调信号 美联储不敢发让这个事件发 泡沫到期了随便一点小事都会促发获利盘离场","text":"这就是de-grossing gme做空规模不足以直接引发崩盘 但会让很多机构的算法选择提早出售蓝筹股 对泡沫化的指数形成回调压力 也是好事 市场一直在等待回调信号 美联储不敢发让这个事件发 泡沫到期了随便一点小事都会促发获利盘离场","html":"这就是de-grossing gme做空规模不足以直接引发崩盘 但会让很多机构的算法选择提早出售蓝筹股 对泡沫化的指数形成回调压力 也是好事 市场一直在等待回调信号 美联储不敢发让这个事件发 泡沫到期了随便一点小事都会促发获利盘离场"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":90338,"gmtCreate":1504004440655,"gmtModify":1704880755061,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"title":"在股市里挣到钱了的,举个手看一下","htmlText":"炒股1个多月以来,曾经血亏20个点,至今徘徊在不赚不亏的样子。炒股真的很累,不仅消耗时间精力,而且到处都是坑,错一步都会错很远。#中概股血崩#$阿里巴巴(BABA)$ $微博(WB)$ $好未来(TAL)$$易车网(BITA)$ $京东(JD)$ $网易(NTES)$ $特斯拉(TSLA)$ $AMD(AMD)$ $陌陌(MOMO)$ $迅雷(XNET)$ $苹果(AAPL)$ $58同城(WUBA)$","listText":"炒股1个多月以来,曾经血亏20个点,至今徘徊在不赚不亏的样子。炒股真的很累,不仅消耗时间精力,而且到处都是坑,错一步都会错很远。#中概股血崩#$阿里巴巴(BABA)$ $微博(WB)$ $好未来(TAL)$$易车网(BITA)$ $京东(JD)$ $网易(NTES)$ $特斯拉(TSLA)$ $AMD(AMD)$ $陌陌(MOMO)$ $迅雷(XNET)$ $苹果(AAPL)$ $58同城(WUBA)$","text":"炒股1个多月以来,曾经血亏20个点,至今徘徊在不赚不亏的样子。炒股真的很累,不仅消耗时间精力,而且到处都是坑,错一步都会错很远。#中概股血崩#$阿里巴巴(BABA)$ $微博(WB)$ $好未来(TAL)$$易车网(BITA)$ $京东(JD)$ $网易(NTES)$ $特斯拉(TSLA)$ $AMD(AMD)$ $陌陌(MOMO)$ $迅雷(XNET)$ $苹果(AAPL)$ $58同城(WUBA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":50,"repostSize":0,"link":"https://laohu8.com/post/90338","isVote":1,"tweetType":1,"viewCount":5958,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"106859762886660","authorId":"106859762886660","name":"学未来","avatar":"https://static.laohu8.com/c21a2e3473afcf9c2231b997039acd96","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"106859762886660","idStr":"106859762886660"},"content":"利润深圳一套房,本金房子首付","text":"利润深圳一套房,本金房子首付","html":"利润深圳一套房,本金房子首付"},{"author":{"id":"387611620380","authorId":"387611620380","name":"gugu","avatar":"https://static.laohu8.com/tiger_upload_file_1449509381.png","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"387611620380","idStr":"387611620380"},"content":"之前只玩港股和a股,15年中开始玩美股,入陌陌私有化的坑,加上心态不好,最多的时候亏了1万,把本都快亏没了。 16年下半年开始回本,共挣了4万不到。1)心态很重要;2)寻找适合自己的策略,独立思考;3)想要稳定收益,不断学习。之前看过5-6本,回头看都是垃圾。今年开始先看《穷查理宝典》、巴菲特股东信,最近开始接触彼得林奇《成功投资》。书不在多,好书值得读10遍。","text":"之前只玩港股和a股,15年中开始玩美股,入陌陌私有化的坑,加上心态不好,最多的时候亏了1万,把本都快亏没了。 16年下半年开始回本,共挣了4万不到。1)心态很重要;2)寻找适合自己的策略,独立思考;3)想要稳定收益,不断学习。之前看过5-6本,回头看都是垃圾。今年开始先看《穷查理宝典》、巴菲特股东信,最近开始接触彼得林奇《成功投资》。书不在多,好书值得读10遍。","html":"之前只玩港股和a股,15年中开始玩美股,入陌陌私有化的坑,加上心态不好,最多的时候亏了1万,把本都快亏没了。 16年下半年开始回本,共挣了4万不到。1)心态很重要;2)寻找适合自己的策略,独立思考;3)想要稳定收益,不断学习。之前看过5-6本,回头看都是垃圾。今年开始先看《穷查理宝典》、巴菲特股东信,最近开始接触彼得林奇《成功投资》。书不在多,好书值得读10遍。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617560431,"gmtCreate":1654509779125,"gmtModify":1704859569000,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"htmlText":"中国股市,长达11年的恒古未有之大牛市,正式拉开帷幕,上证指数:15000点,恒生指数:60000点<a href=\"https://laohu8.com/S/KWEB\">$中国海外互联网ETF-KraneShares(KWEB)$</a><a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a><a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a><a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>","listText":"中国股市,长达11年的恒古未有之大牛市,正式拉开帷幕,上证指数:15000点,恒生指数:60000点<a href=\"https://laohu8.com/S/KWEB\">$中国海外互联网ETF-KraneShares(KWEB)$</a><a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a><a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a><a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>","text":"中国股市,长达11年的恒古未有之大牛市,正式拉开帷幕,上证指数:15000点,恒生指数:60000点$中国海外互联网ETF-KraneShares(KWEB)$$恒生指数(HSI)$$恒生科技指数(HSTECH)$$上证指数(000001.SH)$$阿里巴巴(BABA)$","images":[{"img":"https://static.tigerbbs.com/22c3c14b0cf37911130454ef0e25bb33","width":"1080","height":"2176"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":2,"commentSize":20,"repostSize":13,"link":"https://laohu8.com/post/617560431","isVote":1,"tweetType":1,"viewCount":13233,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"content":"有史以来最大的牛市!! 中国股市,长达11年的恒古未有之大牛市,正式拉开帷幕,上证指数:15000点,恒生指数:60000点 $上证指数(000001.SH)$ $恒生指数(HSI)$ $中国海外互联网ETF-KraneShares(KWEB)$ $阿里巴巴(BABA)$ $恒生科技指数(HSTECH)$","text":"有史以来最大的牛市!! 中国股市,长达11年的恒古未有之大牛市,正式拉开帷幕,上证指数:15000点,恒生指数:60000点 $上证指数(000001.SH)$ $恒生指数(HSI)$ $中国海外互联网ETF-KraneShares(KWEB)$ $阿里巴巴(BABA)$ $恒生科技指数(HSTECH)$","html":"有史以来最大的牛市!! 中国股市,长达11年的恒古未有之大牛市,正式拉开帷幕,上证指数:15000点,恒生指数:60000点 $上证指数(000001.SH)$ $恒生指数(HSI)$ $中国海外互联网ETF-KraneShares(KWEB)$ $阿里巴巴(BABA)$ $恒生科技指数(HSTECH)$"},{"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"content":"疯狂的绞肉机! 中国股市,长达11年的恒古未有之大牛市,正式拉开帷幕,上证指数:15000点,恒生指数:60000点 $恒生指数(HSI)$ $恒生科技指数(HSTECH)$ $上证指数(000001.SH)$ $中国海外互联网ETF-KraneShares(KWEB)$ $阿里巴巴(BABA)$","text":"疯狂的绞肉机! 中国股市,长达11年的恒古未有之大牛市,正式拉开帷幕,上证指数:15000点,恒生指数:60000点 $恒生指数(HSI)$ $恒生科技指数(HSTECH)$ $上证指数(000001.SH)$ $中国海外互联网ETF-KraneShares(KWEB)$ $阿里巴巴(BABA)$","html":"疯狂的绞肉机! 中国股市,长达11年的恒古未有之大牛市,正式拉开帷幕,上证指数:15000点,恒生指数:60000点 $恒生指数(HSI)$ $恒生科技指数(HSTECH)$ $上证指数(000001.SH)$ $中国海外互联网ETF-KraneShares(KWEB)$ $阿里巴巴(BABA)$"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":638188836,"gmtCreate":1645131608182,"gmtModify":1645220146783,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>2021年11月22日,是纳斯达克的千年大顶,为什么是这一天?因为这一天发生了一件大事,鲍威尔成功连任了美联储主席,而他对于通胀的态度也从此发生了180度大转弯,之前每天闭着眼睛喊“通胀是暂时的”,之后每天恶狠狠的叫嚣“7月之前要加息100点,加息2%才能真正抑制这40年来最高的通胀”而股市的大幅下跌也是必然会发生的,只是早晚的问题,0利率持续了接近2年,股市也狂飙了接近2年,总有曲终人散的时候,当初涨的有多疯狂,如今今后就会跌的多疯狂,莫怪拔D无情问题是:当初为何一步就到了0利率为什么不克制一下?为何不早一些缩债加息缩表否则何至于如今这40年来最高的通胀?股市也就不会如此的狂涨狂跌,而成长股更是已经跌回了0利率之前的水平,过山车而很多人,20年大赚,21又亏回去了,22年恐怕是要倒亏了,图啥?黄粱美梦一场空,空悲切!<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2203(NQmain)$ </a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>2021年11月22日,是纳斯达克的千年大顶,为什么是这一天?因为这一天发生了一件大事,鲍威尔成功连任了美联储主席,而他对于通胀的态度也从此发生了180度大转弯,之前每天闭着眼睛喊“通胀是暂时的”,之后每天恶狠狠的叫嚣“7月之前要加息100点,加息2%才能真正抑制这40年来最高的通胀”而股市的大幅下跌也是必然会发生的,只是早晚的问题,0利率持续了接近2年,股市也狂飙了接近2年,总有曲终人散的时候,当初涨的有多疯狂,如今今后就会跌的多疯狂,莫怪拔D无情问题是:当初为何一步就到了0利率为什么不克制一下?为何不早一些缩债加息缩表否则何至于如今这40年来最高的通胀?股市也就不会如此的狂涨狂跌,而成长股更是已经跌回了0利率之前的水平,过山车而很多人,20年大赚,21又亏回去了,22年恐怕是要倒亏了,图啥?黄粱美梦一场空,空悲切!<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2203(NQmain)$ </a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","text":"$纳斯达克(.IXIC)$2021年11月22日,是纳斯达克的千年大顶,为什么是这一天?因为这一天发生了一件大事,鲍威尔成功连任了美联储主席,而他对于通胀的态度也从此发生了180度大转弯,之前每天闭着眼睛喊“通胀是暂时的”,之后每天恶狠狠的叫嚣“7月之前要加息100点,加息2%才能真正抑制这40年来最高的通胀”而股市的大幅下跌也是必然会发生的,只是早晚的问题,0利率持续了接近2年,股市也狂飙了接近2年,总有曲终人散的时候,当初涨的有多疯狂,如今今后就会跌的多疯狂,莫怪拔D无情问题是:当初为何一步就到了0利率为什么不克制一下?为何不早一些缩债加息缩表否则何至于如今这40年来最高的通胀?股市也就不会如此的狂涨狂跌,而成长股更是已经跌回了0利率之前的水平,过山车而很多人,20年大赚,21又亏回去了,22年恐怕是要倒亏了,图啥?黄粱美梦一场空,空悲切!$NQ100指数主连 2203(NQmain)$ $苹果(AAPL)$$特斯拉(TSLA)$$英伟达(NVDA)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":15,"commentSize":21,"repostSize":4,"link":"https://laohu8.com/post/638188836","isVote":1,"tweetType":1,"viewCount":14742,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3435833029586381","authorId":"3435833029586381","name":"不要频繁操作","avatar":"https://static.tigerbbs.com/98ae4237c9360e696c393389c7df4873","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"3435833029586381","idStr":"3435833029586381"},"content":"千年有点长","text":"千年有点长","html":"千年有点长"},{"author":{"id":"83907503769096","authorId":"83907503769096","name":"一直喝一直爽","avatar":"https://static.tigerbbs.com/00cdd1db43956081977a445d3c388f1e","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"83907503769096","idStr":"83907503769096"},"content":"但是还是三不走:天不亮不走,人不散不走,钱不干不走","text":"但是还是三不走:天不亮不走,人不散不走,钱不干不走","html":"但是还是三不走:天不亮不走,人不散不走,钱不干不走"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":894310215,"gmtCreate":1628801855937,"gmtModify":1628834586071,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>一般的,正常的中大型股票,当股价极速大幅飙升之后,比如去年8月底和今年2月中旬,会有较长的回落震荡期,2~4周很正常,主力不可能很快又拉上去帮你解套的,但一般中间会有所反弹,除了这种小庄股小meme股按摩店是不是小庄股?恐怕大家深有体会按摩店是不是meme股?GME、AMC感受过吧?涨的时候一阵风,跌的时候一路阴跌到忍无可忍,按摩店是不是也符合这种特征?连个反弹都不弹一下珍爱生命远离按摩店,尤其不要做短期的期权<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a><a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>一般的,正常的中大型股票,当股价极速大幅飙升之后,比如去年8月底和今年2月中旬,会有较长的回落震荡期,2~4周很正常,主力不可能很快又拉上去帮你解套的,但一般中间会有所反弹,除了这种小庄股小meme股按摩店是不是小庄股?恐怕大家深有体会按摩店是不是meme股?GME、AMC感受过吧?涨的时候一阵风,跌的时候一路阴跌到忍无可忍,按摩店是不是也符合这种特征?连个反弹都不弹一下珍爱生命远离按摩店,尤其不要做短期的期权<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a><a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>","text":"$AMD(AMD)$一般的,正常的中大型股票,当股价极速大幅飙升之后,比如去年8月底和今年2月中旬,会有较长的回落震荡期,2~4周很正常,主力不可能很快又拉上去帮你解套的,但一般中间会有所反弹,除了这种小庄股小meme股按摩店是不是小庄股?恐怕大家深有体会按摩店是不是meme股?GME、AMC感受过吧?涨的时候一阵风,跌的时候一路阴跌到忍无可忍,按摩店是不是也符合这种特征?连个反弹都不弹一下珍爱生命远离按摩店,尤其不要做短期的期权$英伟达(NVDA)$$美光科技(MU)$$英特尔(INTC)$","images":[{"img":"https://static.tigerbbs.com/bf23626c18c8c6dcf9167a18821513bb","width":"1080","height":"2074"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":5,"commentSize":25,"repostSize":4,"link":"https://laohu8.com/post/894310215","isVote":1,"tweetType":1,"viewCount":27095,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274732372511","authorId":"3479274732372511","name":"黄老怪","avatar":"https://static.tigerbbs.com/8d01265730fbb9a0b9e195d51c4c1680","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274732372511","idStr":"3479274732372511"},"content":"AMD我还是长期看好的,从产品就能看得出来,越来越好了","text":"AMD我还是长期看好的,从产品就能看得出来,越来越好了","html":"AMD我还是长期看好的,从产品就能看得出来,越来越好了"},{"author":{"id":"3479274801441208","authorId":"3479274801441208","name":"短线机遇","avatar":"https://static.tigerbbs.com/feeb9ebdd15bf88ae330659d935954fe","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274801441208","idStr":"3479274801441208"},"content":"请问博主对对于英特尔的中短期有什么看法?","text":"请问博主对对于英特尔的中短期有什么看法?","html":"请问博主对对于英特尔的中短期有什么看法?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":109732540,"gmtCreate":1619726490880,"gmtModify":1619787529880,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>期权IV太高了!高的吓人。杀无赦~~<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>期权IV太高了!高的吓人。杀无赦~~<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>","text":"$亚马逊(AMZN)$期权IV太高了!高的吓人。杀无赦~~$苹果(AAPL)$$微软(MSFT)$$特斯拉(TSLA)$$纳斯达克(.IXIC)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":41,"repostSize":0,"link":"https://laohu8.com/post/109732540","isVote":1,"tweetType":1,"viewCount":4569,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3555496128254996","authorId":"3555496128254996","name":"谨谨慎慎","avatar":"https://static.tigerbbs.com/e2fccf094ed87b6d0296e8f11380efb5","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3555496128254996","idStr":"3555496128254996"},"content":"能涨到3800吗[笑哭]","text":"能涨到3800吗[笑哭]","html":"能涨到3800吗[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":88741,"gmtCreate":1503544416984,"gmtModify":1704880571503,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"title":"为什么我至今还在认为中概股要跌?","htmlText":"$阿里巴巴(BABA)$ $微博(WB)$ $好未来(TAL)$ $易车网(BITA)$ 好像我真的错了,我这么穷是有道理的!","listText":"$阿里巴巴(BABA)$ $微博(WB)$ $好未来(TAL)$ $易车网(BITA)$ 好像我真的错了,我这么穷是有道理的!","text":"$阿里巴巴(BABA)$ $微博(WB)$ $好未来(TAL)$ $易车网(BITA)$ 好像我真的错了,我这么穷是有道理的!","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":1,"commentSize":42,"repostSize":0,"link":"https://laohu8.com/post/88741","isVote":1,"tweetType":1,"viewCount":5005,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464651797650675","authorId":"3464651797650675","name":"宝贝嘟嘟","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3464651797650675","idStr":"3464651797650675"},"content":"真的越来越看不懂,baba就不说了,摊子大,横向扩张的帅,利润好,预期和利润都有,wb呢?2-3亿一个Q,传统的广告收入,横向没看到有啥特别的动作,唯独就是垄断短文社交,看看FB,利润高10倍一个Q,再加上并购和不要脸的抄袭,和腾讯比比也就差个王者荣耀了,看看今年才涨了多少?怎么感觉wb都是有坑。。。。","text":"真的越来越看不懂,baba就不说了,摊子大,横向扩张的帅,利润好,预期和利润都有,wb呢?2-3亿一个Q,传统的广告收入,横向没看到有啥特别的动作,唯独就是垄断短文社交,看看FB,利润高10倍一个Q,再加上并购和不要脸的抄袭,和腾讯比比也就差个王者荣耀了,看看今年才涨了多少?怎么感觉wb都是有坑。。。。","html":"真的越来越看不懂,baba就不说了,摊子大,横向扩张的帅,利润好,预期和利润都有,wb呢?2-3亿一个Q,传统的广告收入,横向没看到有啥特别的动作,唯独就是垄断短文社交,看看FB,利润高10倍一个Q,再加上并购和不要脸的抄袭,和腾讯比比也就差个王者荣耀了,看看今年才涨了多少?怎么感觉wb都是有坑。。。。"},{"author":{"id":"10538173771684","authorId":"10538173771684","name":"Fany","avatar":"https://static.tigerbbs.com/c7763b812b02c905082d9ee5be453dfc","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"10538173771684","idStr":"10538173771684"},"content":"牛市里中概涨的凶,熊市里跌的也凶。","text":"牛市里中概涨的凶,熊市里跌的也凶。","html":"牛市里中概涨的凶,熊市里跌的也凶。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195066959839472,"gmtCreate":1688630787753,"gmtModify":1688630788890,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSI\">$HSI(HSI)$ </a>谈论窝轮的所谓大V,全部拉黑就对了","listText":"<a href=\"https://laohu8.com/S/HSI\">$HSI(HSI)$ </a>谈论窝轮的所谓大V,全部拉黑就对了","text":"$HSI(HSI)$ 谈论窝轮的所谓大V,全部拉黑就对了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/195066959839472","isVote":1,"tweetType":1,"viewCount":2403,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458252904483804","authorId":"3458252904483804","name":"后复权","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3458252904483804","idStr":"3458252904483804"},"content":"现在港股也有期权了,还玩啥牛熊涡轮","text":"现在港股也有期权了,还玩啥牛熊涡轮","html":"现在港股也有期权了,还玩啥牛熊涡轮"},{"author":{"id":"3458252904483804","authorId":"3458252904483804","name":"后复权","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3458252904483804","idStr":"3458252904483804"},"content":"不知道为啥压根就不想了解牛熊涡轮","text":"不知道为啥压根就不想了解牛熊涡轮","html":"不知道为啥压根就不想了解牛熊涡轮"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367756305,"gmtCreate":1614979199307,"gmtModify":1703483869992,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>巨震的一周结束了[喷血] [邪恶] ,这周你的账户总额[美金] 变化如何?欢迎投票选择或自行描述[可爱] [哟哟] 1.已爆仓归零2.亏50%以上3.亏20%以上4.盈亏20%之内5.赚20%以上6.赚50%以上7.赚100%以上8.赚300%以上","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>巨震的一周结束了[喷血] [邪恶] ,这周你的账户总额[美金] 变化如何?欢迎投票选择或自行描述[可爱] [哟哟] 1.已爆仓归零2.亏50%以上3.亏20%以上4.盈亏20%之内5.赚20%以上6.赚50%以上7.赚100%以上8.赚300%以上","text":"$纳斯达克(.IXIC)$$苹果(AAPL)$$特斯拉(TSLA)$$百度(BIDU)$$蔚来(NIO)$巨震的一周结束了[喷血] [邪恶] ,这周你的账户总额[美金] 变化如何?欢迎投票选择或自行描述[可爱] [哟哟] 1.已爆仓归零2.亏50%以上3.亏20%以上4.盈亏20%之内5.赚20%以上6.赚50%以上7.赚100%以上8.赚300%以上","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":17,"commentSize":24,"repostSize":1,"link":"https://laohu8.com/post/367756305","isVote":1,"tweetType":1,"viewCount":10916,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553297718152074","authorId":"3553297718152074","name":"Jongly","avatar":"https://static.tigerbbs.com/d2d915fbb814634fe30dcd2effb83e0b","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3553297718152074","idStr":"3553297718152074"},"content":"2月利润全部回吐,8万刀,还没卖,再跌就回吐之前的利润。","text":"2月利润全部回吐,8万刀,还没卖,再跌就回吐之前的利润。","html":"2月利润全部回吐,8万刀,还没卖,再跌就回吐之前的利润。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617883824,"gmtCreate":1654168458372,"gmtModify":1704859037871,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a><a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a><a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>最近,业绩超预期&指引超预期,以至于股价大涨的公司,很多,这有些出乎意料,但也部分在情理之中,毕竟加息缩表才刚开始,对上一季度的财报没有产生多大的影响,财报是截止3月份的数据,而3月份才第一次加息25点,股价普遍都跌了很多,可以说一定程度上已经price in了各种bearish的预期,所以,现在出现了很多业绩超预期的公司,也还算合理,但是,不应当有理由产生普遍的指引超预期的现象,简直是荒谬,因为完全没有真实的计价加息缩表的巨大杀伤力,今年一整年大环境只会越来越差,就完全靠想象、玩数字游戏、玩财技,真到了下季度和下下季度财报,恐怕是要哀鸿遍野了,达不到预期你就死翘翘吧,盲目乐观害死人,炒股是投资者的游戏,但企业经营者不能靠炒股,投资者可以拍拍屁股就走,今天可以把你炒上天、明天就可以让你下地狱,就像NFLX、PYPL、SHOP、UPST等,而企业经营者,你就慢慢收拾你的烂摊子吧。<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2206(NQmain)$</a><a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$</a>","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a><a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a><a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>最近,业绩超预期&指引超预期,以至于股价大涨的公司,很多,这有些出乎意料,但也部分在情理之中,毕竟加息缩表才刚开始,对上一季度的财报没有产生多大的影响,财报是截止3月份的数据,而3月份才第一次加息25点,股价普遍都跌了很多,可以说一定程度上已经price in了各种bearish的预期,所以,现在出现了很多业绩超预期的公司,也还算合理,但是,不应当有理由产生普遍的指引超预期的现象,简直是荒谬,因为完全没有真实的计价加息缩表的巨大杀伤力,今年一整年大环境只会越来越差,就完全靠想象、玩数字游戏、玩财技,真到了下季度和下下季度财报,恐怕是要哀鸿遍野了,达不到预期你就死翘翘吧,盲目乐观害死人,炒股是投资者的游戏,但企业经营者不能靠炒股,投资者可以拍拍屁股就走,今天可以把你炒上天、明天就可以让你下地狱,就像NFLX、PYPL、SHOP、UPST等,而企业经营者,你就慢慢收拾你的烂摊子吧。<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2206(NQmain)$</a><a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$</a>","text":"$道琼斯(.DJI)$$纳斯达克(.IXIC)$$标普500(.SPX)$最近,业绩超预期&指引超预期,以至于股价大涨的公司,很多,这有些出乎意料,但也部分在情理之中,毕竟加息缩表才刚开始,对上一季度的财报没有产生多大的影响,财报是截止3月份的数据,而3月份才第一次加息25点,股价普遍都跌了很多,可以说一定程度上已经price in了各种bearish的预期,所以,现在出现了很多业绩超预期的公司,也还算合理,但是,不应当有理由产生普遍的指引超预期的现象,简直是荒谬,因为完全没有真实的计价加息缩表的巨大杀伤力,今年一整年大环境只会越来越差,就完全靠想象、玩数字游戏、玩财技,真到了下季度和下下季度财报,恐怕是要哀鸿遍野了,达不到预期你就死翘翘吧,盲目乐观害死人,炒股是投资者的游戏,但企业经营者不能靠炒股,投资者可以拍拍屁股就走,今天可以把你炒上天、明天就可以让你下地狱,就像NFLX、PYPL、SHOP、UPST等,而企业经营者,你就慢慢收拾你的烂摊子吧。$NQ100指数主连 2206(NQmain)$$纳指100ETF(QQQ)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":8,"commentSize":16,"repostSize":1,"link":"https://laohu8.com/post/617883824","isVote":1,"tweetType":1,"viewCount":15715,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"content":"摩根大通CEO:眼下我们还处于风和日丽的状态,所有的事情都井然有序,大家都认为美联储能解决问题,但这场飓风就在外面,向着我们呼啸而来。","text":"摩根大通CEO:眼下我们还处于风和日丽的状态,所有的事情都井然有序,大家都认为美联储能解决问题,但这场飓风就在外面,向着我们呼啸而来。","html":"摩根大通CEO:眼下我们还处于风和日丽的状态,所有的事情都井然有序,大家都认为美联储能解决问题,但这场飓风就在外面,向着我们呼啸而来。"},{"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"content":"$微软(MSFT)$ 二哥已经暴雷了。但是,其它股票还在吭哧吭哧的涨,真是不要命了 [微笑]","text":"$微软(MSFT)$ 二哥已经暴雷了。但是,其它股票还在吭哧吭哧的涨,真是不要命了 [微笑]","html":"$微软(MSFT)$ 二哥已经暴雷了。但是,其它股票还在吭哧吭哧的涨,真是不要命了 [微笑]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616377872,"gmtCreate":1651541780099,"gmtModify":1651737769778,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>4月25日马某就被抓了,而他5月1日还当选浙商总会会涨长,所以不是他。","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>4月25日马某就被抓了,而他5月1日还当选浙商总会会涨长,所以不是他。","text":"$阿里巴巴-SW(09988)$$阿里巴巴(BABA)$4月25日马某就被抓了,而他5月1日还当选浙商总会会涨长,所以不是他。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":18,"commentSize":18,"repostSize":2,"link":"https://laohu8.com/post/616377872","isVote":1,"tweetType":1,"viewCount":14366,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472210283729198","authorId":"3472210283729198","name":"凶猛的彼得潘","avatar":"https://static.tigerbbs.com/e378bd561d271653e372eadb7c508e88","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3472210283729198","idStr":"3472210283729198"},"content":"当选时他露面了吗?还是远程当选","text":"当选时他露面了吗?还是远程当选","html":"当选时他露面了吗?还是远程当选"},{"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"content":"但不能完全确定与马云无关 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$","text":"但不能完全确定与马云无关 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$","html":"但不能完全确定与马云无关 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348234409,"gmtCreate":1617931289201,"gmtModify":1617931289201,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"htmlText":"记着,美股再强,也与中国公司无关,再做中钙断子绝孙。","listText":"记着,美股再强,也与中国公司无关,再做中钙断子绝孙。","text":"记着,美股再强,也与中国公司无关,再做中钙断子绝孙。","images":[{"img":"https://static.tigerbbs.com/bacad57e158ad84e11b7957984fe9ea2","width":"1080","height":"1816"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":7,"repostSize":11,"link":"https://laohu8.com/post/348234409","isVote":1,"tweetType":1,"viewCount":8711,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"content":"转发! $阿里巴巴(BABA)$ $京东(JD)$ $好未来(TAL)$ $中国海外互联网ETF-KraneShares(KWEB)$ $纳斯达克(.IXIC)$","text":"转发! $阿里巴巴(BABA)$ $京东(JD)$ $好未来(TAL)$ $中国海外互联网ETF-KraneShares(KWEB)$ $纳斯达克(.IXIC)$","html":"转发! $阿里巴巴(BABA)$ $京东(JD)$ $好未来(TAL)$ $中国海外互联网ETF-KraneShares(KWEB)$ $纳斯达克(.IXIC)$"},{"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"content":"再次无限重复验证这一点! ! $腾讯控股(00700)$ $美团-W(03690)$ $京东集团-SW(09618)$ $阿里巴巴-SW(09988)$ $阿里巴巴(BABA)$","text":"再次无限重复验证这一点! ! $腾讯控股(00700)$ $美团-W(03690)$ $京东集团-SW(09618)$ $阿里巴巴-SW(09988)$ $阿里巴巴(BABA)$","html":"再次无限重复验证这一点! ! $腾讯控股(00700)$ $美团-W(03690)$ $京东集团-SW(09618)$ $阿里巴巴-SW(09988)$ $阿里巴巴(BABA)$"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":521745965576544,"gmtCreate":1768415344990,"gmtModify":1768415348389,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> 选择大于努力,顺势而为才是正道。不要总爱跟市场对着干,不要不信邪 <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> ","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> 选择大于努力,顺势而为才是正道。不要总爱跟市场对着干,不要不信邪 <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> ","text":"$微软(MSFT)$ 选择大于努力,顺势而为才是正道。不要总爱跟市场对着干,不要不信邪 $谷歌A(GOOGL)$ $纳斯达克(.IXIC)$","images":[{"img":"https://static.tigerbbs.com/4280acaf5853650f04918b835a6f3a18","width":"1080","height":"2306"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/521745965576544","isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518227187146437","authorId":"3518227187146437","name":"ZhiyingHu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"3518227187146437","idStr":"3518227187146437"},"content":"政确,不行就认,旧观念,还以为它行,翻片了。","text":"政确,不行就认,旧观念,还以为它行,翻片了。","html":"政确,不行就认,旧观念,还以为它行,翻片了。"},{"author":{"id":"3586482905130863","authorId":"3586482905130863","name":"克里斯君","avatar":"https://static.tigerbbs.com/95834783bde257b81037bc442950ea1c","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3586482905130863","idStr":"3586482905130863"},"content":"真的是这样,以为可以烧冷灶,结果被坑死","text":"真的是这样,以为可以烧冷灶,结果被坑死","html":"真的是这样,以为可以烧冷灶,结果被坑死"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":372455891149008,"gmtCreate":1731940759284,"gmtModify":1731940803850,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/AVGO 20241129 180.0 CALL\">$AVGO 20241129 180.0 CALL$ </a> 因为随手下单,加上错误的交易纪律,导致的悲剧!","listText":"<a href=\"https://laohu8.com/OPT/AVGO 20241129 180.0 CALL\">$AVGO 20241129 180.0 CALL$ </a> 因为随手下单,加上错误的交易纪律,导致的悲剧!","text":"$AVGO 20241129 180.0 CALL$ 因为随手下单,加上错误的交易纪律,导致的悲剧!","images":[{"img":"https://static.tigerbbs.com/93dc3ddbebb806d0573bb1012bc1d1d5","width":"1080","height":"1977"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/372455891149008","isVote":1,"tweetType":1,"viewCount":1292,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4180260832301440","authorId":"4180260832301440","name":"小匪菜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4180260832301440","idStr":"4180260832301440"},"content":"mark 一下 我也是随手下单 血亏期权","text":"mark 一下 我也是随手下单 血亏期权","html":"mark 一下 我也是随手下单 血亏期权"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":611746921,"gmtCreate":1650643784069,"gmtModify":1650643784069,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"htmlText":"多顺势少逆势,交易远非只能做多,字典里没有:抄底、回本、浮亏补仓、上望下看、死扛、只能赚不能亏、吃干抹净……只有:做多做空、止盈止损、浮盈加仓、支撑阻力、截断亏损、大赚小亏、有舍有得……之所以会有那些错误的词语,是因为眼光狭隘、思维混乱、贪婪恐惧,根本就不具备穿越牛熊的交易能力,赌性超越了理性","listText":"多顺势少逆势,交易远非只能做多,字典里没有:抄底、回本、浮亏补仓、上望下看、死扛、只能赚不能亏、吃干抹净……只有:做多做空、止盈止损、浮盈加仓、支撑阻力、截断亏损、大赚小亏、有舍有得……之所以会有那些错误的词语,是因为眼光狭隘、思维混乱、贪婪恐惧,根本就不具备穿越牛熊的交易能力,赌性超越了理性","text":"多顺势少逆势,交易远非只能做多,字典里没有:抄底、回本、浮亏补仓、上望下看、死扛、只能赚不能亏、吃干抹净……只有:做多做空、止盈止损、浮盈加仓、支撑阻力、截断亏损、大赚小亏、有舍有得……之所以会有那些错误的词语,是因为眼光狭隘、思维混乱、贪婪恐惧,根本就不具备穿越牛熊的交易能力,赌性超越了理性","images":[{"img":"https://static.tigerbbs.com/efc9f347ed26aaf9145fdeb9037b4a16","width":"1080","height":"1885"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":17,"repostSize":3,"link":"https://laohu8.com/post/611746921","isVote":1,"tweetType":1,"viewCount":4397,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577764692465938","authorId":"3577764692465938","name":"学习勤奋","avatar":"https://static.tigerbbs.com/8b6d4b3d7ca3db3f0a862036518da247","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3577764692465938","idStr":"3577764692465938"},"content":"[微笑]","text":"[微笑]","html":"[微笑]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":692807883,"gmtCreate":1640907495465,"gmtModify":1640953734287,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>看了一下,今年的累计盈利相比年初1月1日,赚了超过1000%但我穷尽了一年的努力,也没能实现账户的持续增大,还出现了几次赚钱之后的大回撤、操作失误导致账户严重缩水,我感到很自责,我的压力很大,我经常对自己的无能感到抑郁寡欢,甚至时不时感叹“我宁愿从来没有来过这里”但我没法离开这里,谁叫我这么热爱自由呢最近天冷了,真是动都不想动,没赚到钱,还时不时出现了熬夜亏钱的惨剧,这个月的收益几乎为0,又是被浪费的一个月,空悲切<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a><a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>看了一下,今年的累计盈利相比年初1月1日,赚了超过1000%但我穷尽了一年的努力,也没能实现账户的持续增大,还出现了几次赚钱之后的大回撤、操作失误导致账户严重缩水,我感到很自责,我的压力很大,我经常对自己的无能感到抑郁寡欢,甚至时不时感叹“我宁愿从来没有来过这里”但我没法离开这里,谁叫我这么热爱自由呢最近天冷了,真是动都不想动,没赚到钱,还时不时出现了熬夜亏钱的惨剧,这个月的收益几乎为0,又是被浪费的一个月,空悲切<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a><a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"$纳斯达克(.IXIC)$看了一下,今年的累计盈利相比年初1月1日,赚了超过1000%但我穷尽了一年的努力,也没能实现账户的持续增大,还出现了几次赚钱之后的大回撤、操作失误导致账户严重缩水,我感到很自责,我的压力很大,我经常对自己的无能感到抑郁寡欢,甚至时不时感叹“我宁愿从来没有来过这里”但我没法离开这里,谁叫我这么热爱自由呢最近天冷了,真是动都不想动,没赚到钱,还时不时出现了熬夜亏钱的惨剧,这个月的收益几乎为0,又是被浪费的一个月,空悲切$亚马逊(AMZN)$$微软(MSFT)$$苹果(AAPL)$$特斯拉(TSLA)$","images":[{"img":"https://static.tigerbbs.com/b18bf06f5970b2846fc1c5abc6bb5f8c","width":"1080","height":"6554"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":10,"commentSize":12,"repostSize":1,"link":"https://laohu8.com/post/692807883","isVote":1,"tweetType":1,"viewCount":7733,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"227726599749064","authorId":"227726599749064","name":"在妖风阵阵中冷静","avatar":"https://static.tigerbbs.com/53460d8bcb100c6593d2d13e85089a6e","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"227726599749064","idStr":"227726599749064"},"content":"出这多次金还没有赚钱吗","text":"出这多次金还没有赚钱吗","html":"出这多次金还没有赚钱吗"},{"author":{"id":"9000000000000481","authorId":"9000000000000481","name":"银河小铁骑00","avatar":"https://static.tigerbbs.com/4631beb8e4e432c5add0866e8379057d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000481","idStr":"9000000000000481"},"content":"$亚马逊(AMZN)$ $微软(MSFT)$ $苹果(AAPL)$ $特斯拉(TSLA)$ 都是你操作的标动?","text":"$亚马逊(AMZN)$ $微软(MSFT)$ $苹果(AAPL)$ $特斯拉(TSLA)$ 都是你操作的标动?","html":"$亚马逊(AMZN)$ $微软(MSFT)$ $苹果(AAPL)$ $特斯拉(TSLA)$ 都是你操作的标动?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":221603999133808,"gmtCreate":1695139037577,"gmtModify":1695139286682,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 要不了多久,拼多多=淘宝天猫+京东+抖音电商","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 要不了多久,拼多多=淘宝天猫+京东+抖音电商","text":"$拼多多(PDD)$ 要不了多久,拼多多=淘宝天猫+京东+抖音电商","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/221603999133808","isVote":1,"tweetType":1,"viewCount":3276,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"碾平","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"content":"要不了多久,拼多多=淘宝天猫+京东+抖音电商","text":"要不了多久,拼多多=淘宝天猫+京东+抖音电商","html":"要不了多久,拼多多=淘宝天猫+京东+抖音电商"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}