琴心明月的个人主页 - 老虎社区

琴心明月

琴心明月

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IP属地：山东

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45粉丝

39主题

0勋章

2025-11-17

巴菲特建仓谷歌，说明谷歌是被低估的科技工司

2025-11-17

$英伟达(NVDA)$ 英伟达新产品供不应求已排期到27年，ai是未来10年最大的确定性，眼光抬高半寸。

2025-11-14

点“更多热点”浏览其他专题

查看详情：点“更多热点”浏览其他专题基金周热点此帖仅开放于中国大陆用户

点“更多热点”浏览其他专题

2025-11-14

相信并坚持长期主义才是价值投资的精彩所在，巴菲特如此，段永平亦如此。

2025-11-11

加仓美股，巨头强势反弹，AI与web3是关注重点

2025-11-04

这篇文章不错，转发给大家看看

段永平喊单拼多多赚300多万美金？sell put你也可以拥有：段永平喊单拼多多赚300多万美金？Sell put 你也可以拥有

2025-11-03

但凡介入人工智能，马上股票起飞

IREN与微软签署价值97亿美元的人工智能云合同

2025-10-17

并不适合与所有人参加。

2025-10-17

适合于对期权有深刻了解，并且有丰富交易经验的人去操作。

2025-10-11

这篇文章不错，转发给大家看看

稀土股短线拉升，Critical Metals、United States Antimony大涨超15%

2025-10-07

$Advantest Corp.(ATEYY)$

2025-10-05

未来10年比特币那空间最大。

2025-09-27

感谢分享

2025-09-27

看好罗素2000

2025-09-27

建立生态圈

2025-09-27

会的，需求决定一切

2025-09-27

谢了

2025-09-27

谢谢

2025-09-27

大家都看下

@芝士虎:【中国资产精选】12 跨境不踩雷：全球视角下的中国资产万能组合公式

2023-12-30

这篇文章不错，转发给大家看看

直播：圣诞刚过美元就破位下跌，黄金还有机会吗？

去老虎APP查看更多动态

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此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/500054853751544","isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":500053853434216,"gmtCreate":1763108945953,"gmtModify":1763108948776,"author":{"id":"3540178508833738","authorId":"3540178508833738","name":"琴心明月","avatar":"https://static.tigerbbs.com/8be11f6998268cdacf558edeba359e9e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540178508833738","idStr":"3540178508833738"},"themes":[],"htmlText":"相信并坚持长期主义才是价值投资的精彩所在，巴菲特如此，段永平亦如此。","listText":"相信并坚持长期主义才是价值投资的精彩所在，巴菲特如此，段永平亦如此。","text":"相信并坚持长期主义才是价值投资的精彩所在，巴菲特如此，段永平亦如此。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/500053853434216","isVote":1,"tweetType":1,"viewCount":1111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498960652133112,"gmtCreate":1762841981603,"gmtModify":1762841984160,"author":{"id":"3540178508833738","authorId":"3540178508833738","name":"琴心明月","avatar":"https://static.tigerbbs.com/8be11f6998268cdacf558edeba359e9e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540178508833738","idStr":"3540178508833738"},"themes":[],"title":"","htmlText":"加仓美股，巨头强势反弹，AI与web3是关注重点","listText":"加仓美股，巨头强势反弹，AI与web3是关注重点","text":"加仓美股，巨头强势反弹，AI与web3是关注重点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498960652133112","isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496390372033312,"gmtCreate":1762211832648,"gmtModify":1762211834711,"author":{"id":"3540178508833738","authorId":"3540178508833738","name":"琴心明月","avatar":"https://static.tigerbbs.com/8be11f6998268cdacf558edeba359e9e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540178508833738","idStr":"3540178508833738"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496390372033312","repostId":"20211217094855187","repostType":13,"repost":{"supObjectId":"C20211217092848936","supType":16,"gid":"C20211217092848936","title":"段永平喊单拼多多赚300多万美金？sell put你也可以拥有","desc":"段永平大佬操作，怎么学？","level":0,"speaker":"","content":"<p>段永平最新操作，期权学习宝典</p>","url":"https://static.tigerbbs.com/2a0895300bc70c4ea30672898da9edcf","link":"https://laohu8.com/RN?name=RNCollege&page=%2Fcollege%2Fcourse&rndata=%7B%22gid%22%3A%22C20211217092848936%22%7D","material":{"gid":"20211217094855187","title":"段永平喊单拼多多赚300多万美金？Sell put 你也可以拥有","url":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/2aab8bd2387702293088654401/OavgLkLPAnwA.mp4","desc":"","duration":"05:06:00","content_type":0,"thumbnail":"","source_type":1,"extra":"{}","pv":12464,"thumbnail_two":"","rn_link":"https://laohu8.com/VIDEO/C20211217092848936/20211217094855187"},"cate_info":{"column_gid":"C20211217092848936","gid":"K20200706121047709","cate_name":"玩转期权","desc":"带您玩转期权","status":1},"is_hot":false,"sup_object_id":"C20211217092848936","sup_type":"C20211217092848936"},"isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496235878265584,"gmtCreate":1762174015614,"gmtModify":1762174017965,"author":{"id":"3540178508833738","authorId":"3540178508833738","name":"琴心明月","avatar":"https://static.tigerbbs.com/8be11f6998268cdacf558edeba359e9e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540178508833738","idStr":"3540178508833738"},"themes":[],"title":"","htmlText":"但凡介入人工智能，马上股票起飞","listText":"但凡介入人工智能，马上股票起飞","text":"但凡介入人工智能，马上股票起飞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496235878265584","repostId":"1191422524","repostType":2,"repost":{"id":"1191422524","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":1762167809,"share":"https://www.laohu8.com/m/news/1191422524?lang=zh_CN&edition=full","pubTime":"2025-11-03 19:03","market":"us","language":"zh","title":"IREN与微软签署价值97亿美元的人工智能云合同","url":"https://stock-news.laohu8.com/highlight/detail?id=1191422524","media":"老虎资讯综合","summary":"11月3日，IREN飙升逾13%！报道称微软与澳大利亚的IREN签署97亿美元的AI云协议。","content":"<html><head></head><body><p>11月3日，IREN盘前飙升逾13%！该公司宣布与微软签署价值97亿美元的人工智能云合同。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e107fcade94a8d25e61d1a2bfe9eaf75\" title=\"\" tg-width=\"831\" tg-height=\"825\"/></p><p>11月3日，IREN Limited今天宣布，已与微软签署多年GPU云服务合同。根据协议，IREN将在五年内向微软提供NVIDIA GB300 GPU的使用权，合同总价值约为97亿美元，其中包括20%的预付款。IREN还与戴尔科技达成协议，以约58亿美元的价格购买GPU及配套设备。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93f7777be75c23c1593c75cf43ce8e87\" title=\"\" tg-width=\"1002\" tg-height=\"720\"/></p><p style=\"text-align: start;\">预计到 2026 年，IREN 位于德克萨斯州奇尔德里斯的 750MW 园区将分阶段部署 GPU，同时交付新的液冷数据中心，这些数据中心将共同支持 200MW 的关键 IT 负载（第 1-4 期）。</p><p style=\"text-align: start;\">IREN 预计将通过现有现金、客户预付款、运营现金流和额外融资计划的组合来为与该合同相关的资本支出提供资金。</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>IREN与微软签署价值97亿美元的人工智能云合同</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; 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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\">2025-10-10 23:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月10日（周五），美股盘中稀土股短线拉升，Critical Metals、<a href=\"https://laohu8.com/S/UAMY\">United States Antimony</a>大涨超15%，<a href=\"https://laohu8.com/S/USAR\">USA Rare Earth</a>涨近10%，MP Materials涨超8%，Energy Fuels涨超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03a4453abca5e28b11edb33869cc016f\" tg-width=\"320\" tg-height=\"210\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1d6a4572b675796b315e560ea7fe3401","relate_stocks":{"USAR":"USA Rare Earth Inc.","CRML":"CRITICAL METALS CORPORATION","UAMY":"United States Antimony 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STREET日本央行调整 YCC 以“提高灵活性”，债券收益率飙升央行的一项决定比美联储保证加息 25 个基点更加不确定，不久前日本央行透露，在一致投票中，它将把利率维持在 -0.1%，并将 10 年期日本国债收益率目标维持在 0%，但以 8 比 1 的投票（Yakamura 反对）表示，它将“以更大的灵活性”进行收益率曲线控制（即对其进行调整），这意味着收益率控制的下限和上限（但主要是上限）都将是“参考”而不是“严格限制”。这意味着什么？很简单：虽然日本央行将 10 年期日本国债的隐含目标保持在 0.50%，但它将允许收益率升至 1.0%（在此情况下，日本央行很难停止购买所有待售债券），但也可能不会。日本央行在声明中是这样解释的……日本央行将继续允许10年期日本国债收益率在目标水平正负0.5个百分点左右的范围内波动，同时将更加灵活地进行收益率曲线控制，在其市场操作中，将区间的上下限视为参考，而不是硬性限制。央行将在每个工作日通过固定利率购买操作以 1.0% 的利率购买 10 年期日本国债，除非极有可能没有投标。为鼓励形成与上述市场操作指引相一致的收益率曲线，日本央行将继续大规模购买日本国债，并针对每个期限做出灵活反应，例如增加购买日本国债的数量，开展固定利率购买业务和集合质押品供资业务。因此，尽管其他一切保持不变，但展望未来，日本央行将很难提出以 1.0% 的收益率而非 0.50% 的收益率购买 10年期国债（这也是 10 年期日本国债的目标仍然存在），同时让其自行决定以 1.0% 的收益率购买 10 年期国债。 0.5% 到 1.0% 之间的任意一点。或者，正如彭博社的 Marc Cudmore 所说：“所以，等等，目标上限仍然是 0.5%，但主动上限是 1%？嗯？这是如何运作的？好吧，虽然日本央行将不再以 0.5% 的收益率购买每日数量","listText":"文章来源：公号 纵横 WALL STREET日本央行调整 YCC 以“提高灵活性”，债券收益率飙升央行的一项决定比美联储保证加息 25 个基点更加不确定，不久前日本央行透露，在一致投票中，它将把利率维持在 -0.1%，并将 10 年期日本国债收益率目标维持在 0%，但以 8 比 1 的投票（Yakamura 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21:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月28日，美国总统拜登就降低通胀发表讲话。拜登表示，在美联储采取（货币紧缩）行动期间，美国经济下滑不足为奇。</p><p>我们的道路是正确的；就业市场处于历史最强劲的时期，消费支出持续增长。</p><p>经济计划的重点是降低通货膨胀，敦促芯片法案通过。</p><p>美股短线下挫，纳指跌0.71%，标普500指数跌0.38%，道指跌0.1%。</p><p><img src=\"https://static.tigerbbs.com/5168be80211a28a259f865d59d4f7c0b\" tg-width=\"957\" tg-height=\"166\" width=\"100%\" 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