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14:14

$商汤-W(00020)$ 你确实是精准控盘老登，你说第二，没人敢说第一。确实佩服

08-13

$中芯国际(00981)$ 这是预期财报要挂了？？

08-13

$联想集团(00992)$ 太离谱了

08-12

$NEBIUS(NBIS)$ 这比过分了

08-12

哪有这么一模一样的数字。绝对造假。。。

美国7月CPI同比增长3.4%，预期增长3.4%，前值增长3.5%

08-12

$NEBIUS(NBIS)$ 还不发财报。感觉要完蛋了

08-12

$腾讯控股(00700)$ 这财报。。明天大跌是必然

08-11

1800的成本去接盘，果然是专业接盘侠

异动解读｜阿斯麦盘前上涨3.02%，知名私募建仓叠加回购计划持续推进

08-10

摩根被智谱深套，所以给大家画大饼

智谱获摩根士丹利上调目标价近72%

08-09

这个时候建仓阿斯麦，必然是去接盘了

景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司

08-05

$SpaceX(SPCX)$ 别挣扎，洪水猛兽还没来

08-05

$海致科技集团(02706)$ 不能做空，耍流氓

08-01

为什么不像其他车商那样公布具体的车辆数？有猫腻吗？比如理想是30680

小米汽车7月交付量超过30000台

07-30

$希捷科技(STX)$ 确实看不懂了，都在大跌，你反而在大涨。财报好又如何？难道不是情理之中吗

07-28

股价涨了几倍，这财报顶多50分。。。

康宁交了一份"满分"财报，市场却想给它打负分

07-27

$美国超微公司(AMD)$ 最高点年内涨了四倍，太夸张了。下周财报跌到3字头不是梦

07-27

$闪迪(SNDK)$ 感觉要曲终人散了。下周才爆出来，跌到3位数是必然

07-27

言外之意，摩根已被套

摩根士丹利：星舰第13次试飞提振市场信心维持SpaceX增持评级及300美元目标价

07-27

好的。高盛明显已经被深度套牢

异动解读｜MINIMAX-W涨超13%，管理层会议释放正面信号，高盛给予目标价860港元

07-26

这小编可以直接下课了。单位都搞不懂

财报前瞻｜SK海力士本季度营收预计增254.28%，机构观点偏乐观

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$&nbsp;</a> 这是预期财报要挂了？？","text":"$中芯国际(00981)$ 这是预期财报要挂了？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596319081838024","isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596303568077736,"gmtCreate":1786600087681,"gmtModify":1786600089425,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$&nbsp;</a> 太离谱了","listText":"<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$&nbsp;</a> 太离谱了","text":"$联想集团(00992)$ 太离谱了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596303568077736","isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596091424800776,"gmtCreate":1786548267645,"gmtModify":1786548269332,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> 这比过分了","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> 这比过分了","text":"$NEBIUS(NBIS)$ 这比过分了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596091424800776","isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596049026835456,"gmtCreate":1786537945464,"gmtModify":1786537947691,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"title":"","htmlText":"哪有这么一模一样的数字。绝对造假。。。","listText":"哪有这么一模一样的数字。绝对造假。。。","text":"哪有这么一模一样的数字。绝对造假。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596049026835456","repostId":"1148601223","repostType":4,"repost":{"id":"1148601223","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":1786537811,"share":"https://www.laohunote.com/m/news/1148601223?lang=zh_CN&edition=full","pubTime":"2026-08-12 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}\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; 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left;\">美国7月消费者价格指数（CPI）同比增长3.4%，预估为3.4%，前值为3.5%。美国7月CPI环比增长0.1%，预估为增长0.1%，前值为下降0.4%。</p><p style=\"text-align: left;\">美国7月未季调核心CPI环比增长2.5%，预期2.50%，前值2.60%。环比增长0.2%，预期0.20%，前值0.00%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF",".SPX":"S&P 500 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href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> 还不发财报。感觉要完蛋了","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> 还不发财报。感觉要完蛋了","text":"$NEBIUS(NBIS)$ 还不发财报。感觉要完蛋了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596033658679296","isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596000730612008,"gmtCreate":1786526112871,"gmtModify":1786526115130,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 这财报。。明天大跌是必然","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 这财报。。明天大跌是必然","text":"$腾讯控股(00700)$ 这财报。。明天大跌是必然","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/596000730612008","isVote":1,"tweetType":1,"viewCount":2397,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087883810201120","authorId":"4087883810201120","name":"囤票","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"4087883810201120","authorIdStr":"4087883810201120"},"content":"啊，我觉得应该涨呀","text":"啊，我觉得应该涨呀","html":"啊，我觉得应该涨呀"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":595701531263000,"gmtCreate":1786453189310,"gmtModify":1786453191177,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"title":"","htmlText":"1800的成本去接盘，果然是专业接盘侠","listText":"1800的成本去接盘，果然是专业接盘侠","text":"1800的成本去接盘，果然是专业接盘侠","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/595701531263000","repostId":"1195228648","repostType":2,"repost":{"id":"1195228648","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1786446277,"share":"https://www.laohunote.com/m/news/1195228648?lang=zh_CN&edition=full","pubTime":"2026-08-11 19:04","market":"us","language":"zh","title":"异动解读｜阿斯麦盘前上涨3.02%，知名私募建仓叠加回购计划持续推进","url":"https://stock-news.laohu8.com/highlight/detail?id=1195228648","media":"行情直击","summary":"8月11日，阿斯麦盘前上涨3.02%，报1785.98美元/股，成交额4352.25万美元。消息面上，千亿私募景林资产近日披露的13F文件显示，其二季度新建仓阿斯麦等AI算力产业链公司，同时清仓英伟达、Meta等热门科技股，释放机构资金向半导体设备转移信号。此外，阿斯麦于8月10日再度披露其现行股票回购计划下的最新交易情况，持续向市场传递管理层对公司价值的信心。此前阿斯麦因中国国产DUV光刻机量产传闻7月累计跌幅超18%，当前股价延续超跌后资金回流态势。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","content":"<p><p>8月11日，阿斯麦盘前上涨3.02%，报1785.98美元/股，成交额4352.25万美元。</p><p>消息面上，千亿私募景林资产近日披露的13F文件显示，其二季度新建仓阿斯麦等AI算力产业链公司，同时清仓英伟达、Meta等热门科技股，释放机构资金向半导体设备转移信号。此外，阿斯麦于8月10日再度披露其现行股票回购计划下的最新交易情况，持续向市场传递管理层对公司价值的信心。此前阿斯麦因中国国产DUV光刻机量产传闻7月累计跌幅超18%，当前股价延续超跌后资金回流态势。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读｜阿斯麦盘前上涨3.02%，知名私募建仓叠加回购计划持续推进</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; 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style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-08-11 19:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>8月11日，阿斯麦盘前上涨3.02%，报1785.98美元/股，成交额4352.25万美元。</p><p>消息面上，千亿私募景林资产近日披露的13F文件显示，其二季度新建仓阿斯麦等AI算力产业链公司，同时清仓英伟达、Meta等热门科技股，释放机构资金向半导体设备转移信号。此外，阿斯麦于8月10日再度披露其现行股票回购计划下的最新交易情况，持续向市场传递管理层对公司价值的信心。此前阿斯麦因中国国产DUV光刻机量产传闻7月累计跌幅超18%，当前股价延续超跌后资金回流态势。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195228648","content_text":"8月11日，阿斯麦盘前上涨3.02%，报1785.98美元/股，成交额4352.25万美元。消息面上，千亿私募景林资产近日披露的13F文件显示，其二季度新建仓阿斯麦等AI算力产业链公司，同时清仓英伟达、Meta等热门科技股，释放机构资金向半导体设备转移信号。此外，阿斯麦于8月10日再度披露其现行股票回购计划下的最新交易情况，持续向市场传递管理层对公司价值的信心。此前阿斯麦因中国国产DUV光刻机量产传闻7月累计跌幅超18%，当前股价延续超跌后资金回流态势。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"ASML":1}},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":595199771144336,"gmtCreate":1786330588769,"gmtModify":1786330590558,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"title":"","htmlText":"摩根被智谱深套，所以给大家画大饼","listText":"摩根被智谱深套，所以给大家画大饼","text":"摩根被智谱深套，所以给大家画大饼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/595199771144336","repostId":"2658018066","repostType":4,"repost":{"id":"2658018066","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":1786328742,"share":"https://www.laohunote.com/m/news/2658018066?lang=zh_CN&edition=full","pubTime":"2026-08-10 10:25","market":"us","language":"zh","title":"智谱获摩根士丹利上调目标价近72%","url":"https://stock-news.laohu8.com/highlight/detail?id=2658018066","media":"华尔街见闻","summary":"大摩将智谱目标价上调近72%至1700港元，理由是算力获取能力提升及新融资支持。同时表示，中国大模型行业商业化逻辑正从价格战转向依靠模型智能变现，行业生态比市场预期更健康。该行对MiniMax维持建设性观点但下调目标价至900港元，并继续看好阿里巴巴的全链条AI布局。","content":"<html><head></head><body><p style=\"text-align: left;\">一份大行报告，让<a href=\"https://laohu8.com/S/02513\">智谱</a>股价曾跳涨5%。</p><p style=\"text-align: left;\">周四，摩根士丹利发布研究报告，将智谱目标价从约990港元大幅上调近72%至1700港元。消息刺激智谱盘中涨超4%，过去5个交易日累计涨幅已超37%。</p><p style=\"text-align: left;\">摩根士丹利认为，智谱算力获取能力持续提升，叠加新一轮融资落地，两者共同支撑智谱实现更强劲的增长。没有足够的算力，模型训练和推理都无从谈起。融资则解决了“烧钱”阶段的弹药问题。两个制约因素同步改善，是该行上调评级的直接触发点。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/871e2173f591b0de4e68782eb197b1f2\" data-align=\"center\" tg-width=\"967\" tg-height=\"605\"/><span></span></p><h2 style=\"text-align: left;\">行业叙事转变：从价格战到智能变现</h2><p style=\"text-align: left;\">摩根士丹利分析师Gary Yu等在报告中写道：“中国大模型行业正建立起更健康的商业化环境。”</p><p style=\"text-align: left;\">这与市场此前的主流担忧截然相反。过去，市场普遍认为，中国开放式权重模型（open-weight model）的盛行，将导致产品同质化，进而引发持续的价格战。</p><p style=\"text-align: left;\">但该行判断是，行业正在以更积极的方式推动商业化，&#34;从价格竞争转向依靠模型智能实现变现&#34;。换句话说，谁的模型更聪明、更好用，谁就能赚到钱——而不是谁的价格更低。</p><p style=\"text-align: left;\">这一逻辑转变，对整个中国AI板块的估值都具有重新定价的意义。</p><h2 style=\"text-align: left;\">MiniMax：看好但目标价下调，增长后置</h2><p style=\"text-align: left;\">同一份报告中，摩根士丹利对MiniMax的态度则更为复杂。</p><p style=\"text-align: left;\">分析师表示继续对MiniMax持&#34;建设性观点&#34;，并将即将发布的M3升级版本及M3 Pro视为重要催化剂。</p><p style=\"text-align: left;\">但与此同时，该行将MiniMax目标价下调至900港元。理由是：MiniMax的增长&#34;更多将在后期释放&#34;，即短期兑现节奏慢于智谱。</p><p style=\"text-align: left;\">报告还提及<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>，该行表示看好<a href=\"https://laohu8.com/S/09988\">阿里</a>，理由包括：覆盖全产业链的AI能力、算力方面的优势，以及多年云业务增长积累和完整的利润扩张空间。</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>智谱获摩根士丹利上调目标价近72%</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; 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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智谱获摩根士丹利上调目标价近72%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-08-10 10:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">一份大行报告，让<a href=\"https://laohu8.com/S/02513\">智谱</a>股价曾跳涨5%。</p><p style=\"text-align: left;\">周四，摩根士丹利发布研究报告，将智谱目标价从约990港元大幅上调近72%至1700港元。消息刺激智谱盘中涨超4%，过去5个交易日累计涨幅已超37%。</p><p style=\"text-align: left;\">摩根士丹利认为，智谱算力获取能力持续提升，叠加新一轮融资落地，两者共同支撑智谱实现更强劲的增长。没有足够的算力，模型训练和推理都无从谈起。融资则解决了“烧钱”阶段的弹药问题。两个制约因素同步改善，是该行上调评级的直接触发点。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/871e2173f591b0de4e68782eb197b1f2\" data-align=\"center\" tg-width=\"967\" tg-height=\"605\"/><span></span></p><h2 style=\"text-align: left;\">行业叙事转变：从价格战到智能变现</h2><p style=\"text-align: left;\">摩根士丹利分析师Gary Yu等在报告中写道：“中国大模型行业正建立起更健康的商业化环境。”</p><p style=\"text-align: left;\">这与市场此前的主流担忧截然相反。过去，市场普遍认为，中国开放式权重模型（open-weight model）的盛行，将导致产品同质化，进而引发持续的价格战。</p><p style=\"text-align: left;\">但该行判断是，行业正在以更积极的方式推动商业化，&#34;从价格竞争转向依靠模型智能实现变现&#34;。换句话说，谁的模型更聪明、更好用，谁就能赚到钱——而不是谁的价格更低。</p><p style=\"text-align: left;\">这一逻辑转变，对整个中国AI板块的估值都具有重新定价的意义。</p><h2 style=\"text-align: left;\">MiniMax：看好但目标价下调，增长后置</h2><p style=\"text-align: left;\">同一份报告中，摩根士丹利对MiniMax的态度则更为复杂。</p><p style=\"text-align: left;\">分析师表示继续对MiniMax持&#34;建设性观点&#34;，并将即将发布的M3升级版本及M3 Pro视为重要催化剂。</p><p style=\"text-align: left;\">但与此同时，该行将MiniMax目标价下调至900港元。理由是：MiniMax的增长&#34;更多将在后期释放&#34;，即短期兑现节奏慢于智谱。</p><p style=\"text-align: left;\">报告还提及<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>，该行表示看好<a href=\"https://laohu8.com/S/09988\">阿里</a>，理由包括：覆盖全产业链的AI能力、算力方面的优势，以及多年云业务增长积累和完整的利润扩张空间。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/61acaedc56e1a899fef3f1a3351d2a0d","relate_stocks":{"02513":"智谱"},"source_url":"https://wallstreetcn.com/articles/3779048","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2658018066","content_text":"一份大行报告，让智谱股价曾跳涨5%。周四，摩根士丹利发布研究报告，将智谱目标价从约990港元大幅上调近72%至1700港元。消息刺激智谱盘中涨超4%，过去5个交易日累计涨幅已超37%。摩根士丹利认为，智谱算力获取能力持续提升，叠加新一轮融资落地，两者共同支撑智谱实现更强劲的增长。没有足够的算力，模型训练和推理都无从谈起。融资则解决了“烧钱”阶段的弹药问题。两个制约因素同步改善，是该行上调评级的直接触发点。行业叙事转变：从价格战到智能变现摩根士丹利分析师Gary Yu等在报告中写道：“中国大模型行业正建立起更健康的商业化环境。”这与市场此前的主流担忧截然相反。过去，市场普遍认为，中国开放式权重模型（open-weight model）的盛行，将导致产品同质化，进而引发持续的价格战。但该行判断是，行业正在以更积极的方式推动商业化，\"从价格竞争转向依靠模型智能实现变现\"。换句话说，谁的模型更聪明、更好用，谁就能赚到钱——而不是谁的价格更低。这一逻辑转变，对整个中国AI板块的估值都具有重新定价的意义。MiniMax：看好但目标价下调，增长后置同一份报告中，摩根士丹利对MiniMax的态度则更为复杂。分析师表示继续对MiniMax持\"建设性观点\"，并将即将发布的M3升级版本及M3 Pro视为重要催化剂。但与此同时，该行将MiniMax目标价下调至900港元。理由是：MiniMax的增长\"更多将在后期释放\"，即短期兑现节奏慢于智谱。报告还提及阿里巴巴，该行表示看好阿里，理由包括：覆盖全产业链的AI能力、算力方面的优势，以及多年云业务增长积累和完整的利润扩张空间。","news_type":1,"symbols_score_info":{"02513":2.1}},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":594788491518728,"gmtCreate":1786230257397,"gmtModify":1786230259739,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"title":"","htmlText":"这个时候建仓阿斯麦，必然是去接盘了","listText":"这个时候建仓阿斯麦，必然是去接盘了","text":"这个时候建仓阿斯麦，必然是去接盘了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/594788491518728","repostId":"2657274506","repostType":4,"repost":{"id":"2657274506","kind":"news","pubTimestamp":1786175316,"share":"https://www.laohunote.com/m/news/2657274506?lang=zh_CN&edition=full","pubTime":"2026-08-08 15:48","market":"sh","language":"zh","title":"景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2657274506","media":"智通财经","summary":"统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。值得注意的是，景林资产Q2建仓阿斯麦、美国光模块制造商$Applied Optoelectronics$、$世纪互联$、$应用材料$等AI算力产业链公司，清仓Meta Platforms Inc.、$英伟达$、$亚马逊$等热门科技股以及光学/光模块组件供应商Lumentum。与此同时，该机构还大幅减持Meta、亚马逊、英伟达。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉，根据美国证券交易委员会(SEC)披露，景林资产递交了截至2026年6月30日的第二季度持仓报告(13F)。该机构大幅减持<a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc.(META.US)等热门科技股，并布局阿斯麦(<a href=\"https://laohu8.com/S/ASML\">ASML</a>.US)的AI算力产业链公司。</p><p style=\"text-align: left;\">统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。该机构在第二季度的持仓组合中新增了4只个股，增持1只个股，减持11只个股，清仓8只个股。其中，前十大持仓标的占总市值的95.31%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/042450fa91d550f8e51053132f717f57\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p><p style=\"text-align: left;\"><strong>前五大重仓股</strong>中，Alphabet(GOOGL.US) 位列第一，持仓约181.04万股，持仓市值约6.47亿美元，占投资组合比例为29.60%，持仓数量较上季度大幅减少38%。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)位列第二，持仓约275.12万股，持仓市值约3.84亿美元，占投资组合比例为17.58%，持仓数量较上季度大幅减少60%。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD.US)位列第三，持仓约478.57万股，持仓市值约3.65亿美元，占投资组合比例为16.70%。</p><p style=\"text-align: left;\">满帮集团(YMM.US)位列第四，持仓约3945万股，持仓市值约3.20亿美元，占投资组合比例为14.66%%。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/FUTU\">富途控股</a> (FUTU.US) 位列五，持仓约109万股，持仓市值约1.03亿美元，占投资组合比例为4.69%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a785b396627fec5756576a6ede8bbb54\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p><p style=\"text-align: left;\">值得注意的是，景林资产Q2<strong>建仓</strong>阿斯麦(ASML.US)、美国光模块制造商<a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a>(AAOI.US)、<a href=\"https://laohu8.com/S/VNET\">世纪互联</a>(VNET.US)、<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>(AMAT.US)等AI算力产业链公司，<strong>清仓</strong>Meta Platforms Inc.(META.US)、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)等热门科技股以及光学/光模块组件供应商Lumentum(LITE.US)。</p><p style=\"text-align: left;\">从持仓比例变化来看，前五大买入标的分别是：富途控股、阿斯麦、Applied Optoelectronics、世纪互联、应用材料。与此同时，该机构还大幅减持Meta、亚马逊、英伟达。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b9ad2baa71b35910722673353bbf3907\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p></body></html>","source":"stock_zhitongcaijing","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>景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司</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{ 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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景林资产Q2美股持仓：清仓Meta等热门科技股，建仓阿斯麦等AI算力产业链公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-08 15:48 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1477642.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，根据美国证券交易委员会(SEC)披露，景林资产递交了截至2026年6月30日的第二季度持仓报告(13F)。该机构大幅减持Meta Platforms Inc.(META.US)等热门科技股，并布局阿斯麦(ASML.US)的AI算力产业链公司。统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。该机构在第二季度的持仓组合中新增了4只个股，增持1只个股，减持...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1477642.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/c483369c55f5485ff50c61c282f0963b","relate_stocks":{"KWEB":"中国海外互联网ETF-KraneShares","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU0455707207.USD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (USD) INC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","IE00B19Z4B17.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) ACC","ASMH":"ASML Holding NV ADRhedged","LU2462591277.SGD":"TRP GLOBAL FOCUSED GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU2394011477.USD":"JPMORGAN CLIMATE CHANGE SOLUTIONS \"A\" (USD) ACC","NULC":"Nuveen ESG Large-Cap ETF","ASMU":"Direxion Daily ASML Bull 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不能做空，耍流氓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593445206991688","isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591965991678608,"gmtCreate":1785551177609,"gmtModify":1785551179812,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"title":"","htmlText":"为什么不像其他车商那样公布具体的车辆数？有猫腻吗？比如理想是30680","listText":"为什么不像其他车商那样公布具体的车辆数？有猫腻吗？比如理想是30680","text":"为什么不像其他车商那样公布具体的车辆数？有猫腻吗？比如理想是30680","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/591965991678608","repostId":"1141517315","repostType":4,"repost":{"id":"1141517315","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":1785546379,"share":"https://www.laohunote.com/m/news/1141517315?lang=zh_CN&edition=full","pubTime":"2026-08-01 09:06","market":"hk","language":"zh","title":"小米汽车7月交付量超过30000台","url":"https://stock-news.laohu8.com/highlight/detail?id=1141517315","media":"老虎资讯综合","summary":"8月1日，$小米(XIACY)$汽车公布，小米汽车7月交付量超过30000台。","content":"<html><head></head><body><p>8月1日，小米汽车：2026年7月，小米汽车交付量持续超过30000台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/845c455ac9f145386cf2ec5d221e9b71\" title=\"\" tg-width=\"690\" tg-height=\"920\"/></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>小米汽车7月交付量超过30000台</title>\n<style 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09:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月1日，小米汽车：2026年7月，小米汽车交付量持续超过30000台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/845c455ac9f145386cf2ec5d221e9b71\" title=\"\" tg-width=\"690\" 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href=\"https://laohu8.com/S/STX\">$希捷科技(STX)$&nbsp;</a> 确实看不懂了，都在大跌，你反而在大涨。财报好又如何？难道不是情理之中吗","listText":"<a href=\"https://laohu8.com/S/STX\">$希捷科技(STX)$&nbsp;</a> 确实看不懂了，都在大跌，你反而在大涨。财报好又如何？难道不是情理之中吗","text":"$希捷科技(STX)$ 确实看不懂了，都在大跌，你反而在大涨。财报好又如何？难道不是情理之中吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591379150401632","isVote":1,"tweetType":1,"viewCount":814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590820227134504,"gmtCreate":1785244770339,"gmtModify":1785244772193,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"title":"","htmlText":"股价涨了几倍，这财报顶多50分。。。","listText":"股价涨了几倍，这财报顶多50分。。。","text":"股价涨了几倍，这财报顶多50分。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590820227134504","repostId":"1156991492","repostType":4,"repost":{"id":"1156991492","kind":"news","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":1785242510,"share":"https://www.laohunote.com/m/news/1156991492?lang=zh_CN&edition=full","pubTime":"2026-07-28 20:41","market":"us","language":"zh","title":"康宁交了一份\"满分\"财报，市场却想给它打负分","url":"https://stock-news.laohu8.com/highlight/detail?id=1156991492","media":"华尔街见闻","summary":"市场真正的分歧在于：康宁到底应该被当作一家周期性的材料公司，还是一家结构性的AI成长公司？如果是前者，44倍PE就是泡沫。如果是后者，在当前AI Capex还在加速上量的背景下，或许还撑得住。但现在的市场定价在告诉所有人一件事——投资者没有被完全说服。\n","content":"<html><head></head><body><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/GLW\">康宁</a>周二盘前交出了2026年第二季度财报：核心营收47.4亿美元，同比增长17%；核心每股收益0.78美元，同比增长30%。两项数据均超出市场预期。但盘前交易中股价一度下跌18%——市场用脚投票的速度，比财报本身来得更直接。</p><p style=\"text-align: justify;\">这份财报最强的部分在光通信：<strong>部门Q2卖了20.7亿美元，同比增长32%。其中企业网络业务长了65%——而生成式AI相关产品的增速，按公司自己的说法，&#34;显著更快&#34;。康宁没有给出具体数字，但你大致可以想象那是一条什么样的曲线。</strong></p><p style=\"text-align: justify;\">本季度康宁还锁定了两个足以让它在AI叙事里坐稳位置的大单。</p><p style=\"text-align: justify;\"><strong>亚马逊签署了一份多年期、价值数十亿美元的协议，由康宁为它在美国全境扩张的数据中心供应光纤、光缆和全套连接方案。英伟达也跟康宁建立了长期合作，康宁承诺把美国光连接制造产能扩张十倍、光纤产能提升超过50%，来匹配AI工厂的建设速度。</strong></p><p style=\"text-align: justify;\">这两份协议放在一起，意味着康宁和AI基础设施之间的关系已经不只是&#34;供应商&#34;这个层面了——它正在变成一种战略共生。这种稀缺性，是市场愿意给它从传统制造业估值向科技股估值迁移的底层逻辑。</p><p style=\"text-align: justify;\">问题在于，当你已经把叙事吃到了这个程度，市场要看的就不再是你做到了什么，而是你有没有超过所有人已经替你算好的账。</p><p style=\"text-align: justify;\">康宁给出的Q3指引：核心营收49到50亿美元，核心每股收益0.85到0.89美元。EPS没什么可挑的——中值0.87美元对应约28%的同比增长，略高于卖方预期的0.85美元。</p><p style=\"text-align: justify;\">但营收这边就微妙了。分析师对Q3的一致预期大概是50亿美元，康宁给的上限刚好碰到这个数字，中值49.5亿实际上略低于市场心理价位。</p><p style=\"text-align: justify;\"><strong>在一个已经把全年EPS预期打到3.18美元、远期市盈率超过44倍的定价框架里，中值略低于预期就已经构成了一个问题。这不是业绩差——这是定价太高。</strong></p><p style=\"text-align: justify;\">康宁的估值膨胀有它自己的故事逻辑。</p><p style=\"text-align: justify;\">5月投资者日上，管理层把Springboard计划大幅上修：到今年底年化营收200亿美元，2028年底300亿，2030年底400亿；从2026年Q4到2030年Q4的营收年化复合增速目标19%，利润增速还要快于营收。配合亚马逊和英伟达接连落地的合作协议，<strong>市场迅速把康宁从&#34;特殊玻璃制造商&#34;重新定价成了&#34;AI基础设施核心供应商&#34;。</strong></p><p style=\"text-align: justify;\">这个重新定价的烈度，股价走势已经交代得很清楚了。从年初大约87美元起步，六个多月冲到6月底的历史高点271.78美元。即便最近一个多月从高点回落了将近一半，周一收在143美元，年内涨幅仍然超过六成。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c1a00efbe4a8fd7de94a832146ccbef5\" data-align=\"center\" tg-width=\"972\" tg-height=\"605\"/><span></span></p><p style=\"text-align: justify;\">这意味着什么？<strong>意味着康宁的财报已经不是在跟&#34;去年同期的自己&#34;比赛了，而是在跟一个已经把AI Capex超级周期充分折现的估值框架比赛。</strong></p><p style=\"text-align: justify;\">光通信32%的增长够不够？对一家40倍PE的传统材料公司来说，简直奢侈。但对一家市场已经按照AI成长股来定价、共识目标价还在215美元以上的公司来说，这份财报说到底只是&#34;对得起预期&#34;。</p><p style=\"text-align: justify;\">这恰恰是市场现在最纠结的地方。华尔街目前有16位分析师覆盖康宁，9个给买入、7个给持有，共识目标价大约215美元。即便从当前价位看还有超过50%的理论上行空间，市场显然没有在买这笔账——买入评级占比也从年初的七成六慢慢滑到了七成。</p><p style=\"text-align: justify;\">市场真正的分歧在于一个绕不过去的问题：<strong>康宁到底应该被当作一家周期性的材料公司，还是一家结构性的AI成长公司？</strong></p><p style=\"text-align: justify;\"><strong>如果是前者，44倍PE就是泡沫。如果是后者，在当前AI Capex还在加速上量的背景下，或许还撑得住。但现在的市场定价在告诉所有人一件事——投资者没有被完全说服。</strong></p><p style=\"text-align: justify;\">财报里不是没有让人安心的东西。</p><p style=\"text-align: justify;\">利润率那边的数据其实相当不错。核心毛利率39.6%，同比扩大了120个基点。核心运营利润率20.9%，同比扩大了190个基点，延续了连续九个季度的同比较快增长。核心ROIC达到14.9%，同比提升了180个基点。调整后自由现金流14.2亿美元。这种持续性的增长本身就在替你回答很多关于&#34;周期股还是成长股&#34;的问题。</p><p style=\"text-align: justify;\">太阳能业务则更像一张还在印刷中的期票。</p><p style=\"text-align: justify;\">Q2营收同比增长了90%，但因为本季度硅片工厂进行了延长检修停机和设备升级——包括切换到永久性供电系统——利润端还有拖累。管理层承诺Q3太阳能业务的盈利将改善，并且最终目标是年营收超过30亿美元，&#34;具有强劲的利润和现金流&#34;。但在真正看到利润率改善之前，这块业务在估值模型里扮演的角色更像是一个看涨期权，而不是已经兑现的价值。</p><p style=\"text-align: justify;\">回到核心矛盾。康宁的AI叙事是真实的，光通信的客户结构和订单质量都站得住脚，利润率改善的速度证明经营杠杆确实在释放。但当前市场的博弈已经不在&#34;故事真不真&#34;这个层面了。</p><p style=\"text-align: justify;\">当一只股票半年涨了两倍，任何不能在数字上碾压预期的财报——哪怕它本身已经非常漂亮——都可能在短期遭遇定价的重新校准。康宁周二交出的这份成绩单，最终没能做到那件事。它不是一份坏财报，它只是没有好到能让所有人忘记它有多贵。</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>康宁交了一份\"满分\"财报，市场却想给它打负分</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{ 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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康宁交了一份\"满分\"财报，市场却想给它打负分\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-28 20:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/GLW\">康宁</a>周二盘前交出了2026年第二季度财报：核心营收47.4亿美元，同比增长17%；核心每股收益0.78美元，同比增长30%。两项数据均超出市场预期。但盘前交易中股价一度下跌18%——市场用脚投票的速度，比财报本身来得更直接。</p><p style=\"text-align: justify;\">这份财报最强的部分在光通信：<strong>部门Q2卖了20.7亿美元，同比增长32%。其中企业网络业务长了65%——而生成式AI相关产品的增速，按公司自己的说法，&#34;显著更快&#34;。康宁没有给出具体数字，但你大致可以想象那是一条什么样的曲线。</strong></p><p style=\"text-align: justify;\">本季度康宁还锁定了两个足以让它在AI叙事里坐稳位置的大单。</p><p style=\"text-align: justify;\"><strong>亚马逊签署了一份多年期、价值数十亿美元的协议，由康宁为它在美国全境扩张的数据中心供应光纤、光缆和全套连接方案。英伟达也跟康宁建立了长期合作，康宁承诺把美国光连接制造产能扩张十倍、光纤产能提升超过50%，来匹配AI工厂的建设速度。</strong></p><p style=\"text-align: justify;\">这两份协议放在一起，意味着康宁和AI基础设施之间的关系已经不只是&#34;供应商&#34;这个层面了——它正在变成一种战略共生。这种稀缺性，是市场愿意给它从传统制造业估值向科技股估值迁移的底层逻辑。</p><p style=\"text-align: justify;\">问题在于，当你已经把叙事吃到了这个程度，市场要看的就不再是你做到了什么，而是你有没有超过所有人已经替你算好的账。</p><p style=\"text-align: justify;\">康宁给出的Q3指引：核心营收49到50亿美元，核心每股收益0.85到0.89美元。EPS没什么可挑的——中值0.87美元对应约28%的同比增长，略高于卖方预期的0.85美元。</p><p style=\"text-align: justify;\">但营收这边就微妙了。分析师对Q3的一致预期大概是50亿美元，康宁给的上限刚好碰到这个数字，中值49.5亿实际上略低于市场心理价位。</p><p style=\"text-align: justify;\"><strong>在一个已经把全年EPS预期打到3.18美元、远期市盈率超过44倍的定价框架里，中值略低于预期就已经构成了一个问题。这不是业绩差——这是定价太高。</strong></p><p style=\"text-align: justify;\">康宁的估值膨胀有它自己的故事逻辑。</p><p style=\"text-align: justify;\">5月投资者日上，管理层把Springboard计划大幅上修：到今年底年化营收200亿美元，2028年底300亿，2030年底400亿；从2026年Q4到2030年Q4的营收年化复合增速目标19%，利润增速还要快于营收。配合亚马逊和英伟达接连落地的合作协议，<strong>市场迅速把康宁从&#34;特殊玻璃制造商&#34;重新定价成了&#34;AI基础设施核心供应商&#34;。</strong></p><p style=\"text-align: justify;\">这个重新定价的烈度，股价走势已经交代得很清楚了。从年初大约87美元起步，六个多月冲到6月底的历史高点271.78美元。即便最近一个多月从高点回落了将近一半，周一收在143美元，年内涨幅仍然超过六成。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c1a00efbe4a8fd7de94a832146ccbef5\" data-align=\"center\" tg-width=\"972\" tg-height=\"605\"/><span></span></p><p style=\"text-align: justify;\">这意味着什么？<strong>意味着康宁的财报已经不是在跟&#34;去年同期的自己&#34;比赛了，而是在跟一个已经把AI Capex超级周期充分折现的估值框架比赛。</strong></p><p style=\"text-align: justify;\">光通信32%的增长够不够？对一家40倍PE的传统材料公司来说，简直奢侈。但对一家市场已经按照AI成长股来定价、共识目标价还在215美元以上的公司来说，这份财报说到底只是&#34;对得起预期&#34;。</p><p style=\"text-align: justify;\">这恰恰是市场现在最纠结的地方。华尔街目前有16位分析师覆盖康宁，9个给买入、7个给持有，共识目标价大约215美元。即便从当前价位看还有超过50%的理论上行空间，市场显然没有在买这笔账——买入评级占比也从年初的七成六慢慢滑到了七成。</p><p style=\"text-align: justify;\">市场真正的分歧在于一个绕不过去的问题：<strong>康宁到底应该被当作一家周期性的材料公司，还是一家结构性的AI成长公司？</strong></p><p style=\"text-align: justify;\"><strong>如果是前者，44倍PE就是泡沫。如果是后者，在当前AI Capex还在加速上量的背景下，或许还撑得住。但现在的市场定价在告诉所有人一件事——投资者没有被完全说服。</strong></p><p style=\"text-align: justify;\">财报里不是没有让人安心的东西。</p><p style=\"text-align: justify;\">利润率那边的数据其实相当不错。核心毛利率39.6%，同比扩大了120个基点。核心运营利润率20.9%，同比扩大了190个基点，延续了连续九个季度的同比较快增长。核心ROIC达到14.9%，同比提升了180个基点。调整后自由现金流14.2亿美元。这种持续性的增长本身就在替你回答很多关于&#34;周期股还是成长股&#34;的问题。</p><p style=\"text-align: justify;\">太阳能业务则更像一张还在印刷中的期票。</p><p style=\"text-align: justify;\">Q2营收同比增长了90%，但因为本季度硅片工厂进行了延长检修停机和设备升级——包括切换到永久性供电系统——利润端还有拖累。管理层承诺Q3太阳能业务的盈利将改善，并且最终目标是年营收超过30亿美元，&#34;具有强劲的利润和现金流&#34;。但在真正看到利润率改善之前，这块业务在估值模型里扮演的角色更像是一个看涨期权，而不是已经兑现的价值。</p><p style=\"text-align: justify;\">回到核心矛盾。康宁的AI叙事是真实的，光通信的客户结构和订单质量都站得住脚，利润率改善的速度证明经营杠杆确实在释放。但当前市场的博弈已经不在&#34;故事真不真&#34;这个层面了。</p><p style=\"text-align: justify;\">当一只股票半年涨了两倍，任何不能在数字上碾压预期的财报——哪怕它本身已经非常漂亮——都可能在短期遭遇定价的重新校准。康宁周二交出的这份成绩单，最终没能做到那件事。它不是一份坏财报，它只是没有好到能让所有人忘记它有多贵。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b765e25c9aa849340271dbae850c005d","relate_stocks":{"GLWG":"Leverage Shares 2X Long GLW Daily ETF","GLW":"康宁"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156991492","content_text":"康宁周二盘前交出了2026年第二季度财报：核心营收47.4亿美元，同比增长17%；核心每股收益0.78美元，同比增长30%。两项数据均超出市场预期。但盘前交易中股价一度下跌18%——市场用脚投票的速度，比财报本身来得更直接。这份财报最强的部分在光通信：部门Q2卖了20.7亿美元，同比增长32%。其中企业网络业务长了65%——而生成式AI相关产品的增速，按公司自己的说法，\"显著更快\"。康宁没有给出具体数字，但你大致可以想象那是一条什么样的曲线。本季度康宁还锁定了两个足以让它在AI叙事里坐稳位置的大单。亚马逊签署了一份多年期、价值数十亿美元的协议，由康宁为它在美国全境扩张的数据中心供应光纤、光缆和全套连接方案。英伟达也跟康宁建立了长期合作，康宁承诺把美国光连接制造产能扩张十倍、光纤产能提升超过50%，来匹配AI工厂的建设速度。这两份协议放在一起，意味着康宁和AI基础设施之间的关系已经不只是\"供应商\"这个层面了——它正在变成一种战略共生。这种稀缺性，是市场愿意给它从传统制造业估值向科技股估值迁移的底层逻辑。问题在于，当你已经把叙事吃到了这个程度，市场要看的就不再是你做到了什么，而是你有没有超过所有人已经替你算好的账。康宁给出的Q3指引：核心营收49到50亿美元，核心每股收益0.85到0.89美元。EPS没什么可挑的——中值0.87美元对应约28%的同比增长，略高于卖方预期的0.85美元。但营收这边就微妙了。分析师对Q3的一致预期大概是50亿美元，康宁给的上限刚好碰到这个数字，中值49.5亿实际上略低于市场心理价位。在一个已经把全年EPS预期打到3.18美元、远期市盈率超过44倍的定价框架里，中值略低于预期就已经构成了一个问题。这不是业绩差——这是定价太高。康宁的估值膨胀有它自己的故事逻辑。5月投资者日上，管理层把Springboard计划大幅上修：到今年底年化营收200亿美元，2028年底300亿，2030年底400亿；从2026年Q4到2030年Q4的营收年化复合增速目标19%，利润增速还要快于营收。配合亚马逊和英伟达接连落地的合作协议，市场迅速把康宁从\"特殊玻璃制造商\"重新定价成了\"AI基础设施核心供应商\"。这个重新定价的烈度，股价走势已经交代得很清楚了。从年初大约87美元起步，六个多月冲到6月底的历史高点271.78美元。即便最近一个多月从高点回落了将近一半，周一收在143美元，年内涨幅仍然超过六成。这意味着什么？意味着康宁的财报已经不是在跟\"去年同期的自己\"比赛了，而是在跟一个已经把AI Capex超级周期充分折现的估值框架比赛。光通信32%的增长够不够？对一家40倍PE的传统材料公司来说，简直奢侈。但对一家市场已经按照AI成长股来定价、共识目标价还在215美元以上的公司来说，这份财报说到底只是\"对得起预期\"。这恰恰是市场现在最纠结的地方。华尔街目前有16位分析师覆盖康宁，9个给买入、7个给持有，共识目标价大约215美元。即便从当前价位看还有超过50%的理论上行空间，市场显然没有在买这笔账——买入评级占比也从年初的七成六慢慢滑到了七成。市场真正的分歧在于一个绕不过去的问题：康宁到底应该被当作一家周期性的材料公司，还是一家结构性的AI成长公司？如果是前者，44倍PE就是泡沫。如果是后者，在当前AI Capex还在加速上量的背景下，或许还撑得住。但现在的市场定价在告诉所有人一件事——投资者没有被完全说服。财报里不是没有让人安心的东西。利润率那边的数据其实相当不错。核心毛利率39.6%，同比扩大了120个基点。核心运营利润率20.9%，同比扩大了190个基点，延续了连续九个季度的同比较快增长。核心ROIC达到14.9%，同比提升了180个基点。调整后自由现金流14.2亿美元。这种持续性的增长本身就在替你回答很多关于\"周期股还是成长股\"的问题。太阳能业务则更像一张还在印刷中的期票。Q2营收同比增长了90%，但因为本季度硅片工厂进行了延长检修停机和设备升级——包括切换到永久性供电系统——利润端还有拖累。管理层承诺Q3太阳能业务的盈利将改善，并且最终目标是年营收超过30亿美元，\"具有强劲的利润和现金流\"。但在真正看到利润率改善之前，这块业务在估值模型里扮演的角色更像是一个看涨期权，而不是已经兑现的价值。回到核心矛盾。康宁的AI叙事是真实的，光通信的客户结构和订单质量都站得住脚，利润率改善的速度证明经营杠杆确实在释放。但当前市场的博弈已经不在\"故事真不真\"这个层面了。当一只股票半年涨了两倍，任何不能在数字上碾压预期的财报——哪怕它本身已经非常漂亮——都可能在短期遭遇定价的重新校准。康宁周二交出的这份成绩单，最终没能做到那件事。它不是一份坏财报，它只是没有好到能让所有人忘记它有多贵。","news_type":1,"symbols_score_info":{"GLW":2.1,"GLWG":0.6}},"isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590487924973824,"gmtCreate":1785163559333,"gmtModify":1785163561483,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"title":"","htmlText":"<a 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21:07","market":"us","language":"zh","title":"摩根士丹利：星舰第13次试飞提振市场信心 维持SpaceX增持评级及300美元目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2654048274","media":"智通财经","summary":"【摩根士丹利：星舰第13次试飞提振市场信心 维持SpaceX增持评级及300美元目标价】摩根士丹利在最新研报中指出，尽管SpaceX星舰第13次试飞中助推器未能实现完美回收，但此次任务仍显著提振了市场","content":"<html><body><div>\n<div>\n<b>【摩根士丹利：星舰第13次试飞提振市场信心 维持SpaceX增持评级及300美元目标价】</b>摩根士丹利在最新研报中指出，尽管SpaceX星舰第13次试飞中助推器未能实现完美回收，但此次任务仍显著提振了市场信心。该行强调，试飞成功完成了新一代星链V3卫星部署、在轨发动机重启以及迄今最平稳的海上溅落等关键验证目标，标志着星舰系统向完全可复用迈出了重要一步。摩根士丹利认为，若星舰第14次试飞能实现发射塔对飞船上级的直接捕获，将成为推动SpaceX估值上行的下一个关键催化剂。基于星舰技术验证的持续进展及其在AI基础设施、全球卫星连接等领域的长期潜力，该行维持对SpaceX股票的“增持”评级，并重申300美元的目标价。研报同时指出，星舰的快速迭代与低成本发射能力是SpaceX构建“太空+AI”复合生态的核心基石。随着星链V3卫星组网加速及轨道算力布局推进，SpaceX有望进一步巩固其在商业航天与人工智能基础设施领域的双重领先地位。                </div>\n</div></body></html>","source":"live_zhitongcaijing","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\" 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href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【摩根士丹利：星舰第13次试飞提振市场信心 维持SpaceX增持评级及300美元目标价】摩根士丹利在最新研报中指出，尽管SpaceX星舰第13次试飞中助推器未能实现完美回收，但此次任务仍显著提振了市场信心。该行强调，试飞成功完成了新一代星链V3卫星部署、在轨发动机重启以及迄今最平稳的海上溅落等关键验证目标，标志着星舰系统向完全可复用迈出了重要一步。摩根士丹利认为，若星舰第14次试飞能实现发射塔对...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCQ":"2倍做空SpaceX ETF-Defiance","BK4089":"非传统电信运营商","UUP":"美元ETF-PowerShares DB","XOVR":"ERShares Private-Public Crossover ETF","SSPC":"2倍做空SpaceX ETF-Leverage Shares","DXYZ":"Destiny Tech100 Inc","SPCU":"2倍做多SpaceX ETF-Defiance","SNK":"2倍做空SpaceX ETF-GraniteShares","BK4615":"SpaceX概念","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","UFO":"Procure Space ETF","SPAL":"2倍做多Space X ETF-GraniteShares","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LOFF":"2倍做多SpaceX ETF-Direxion","SPCF":"2倍做多SpaceX ETF-ProShares","UDN":"做空美元指数-PowerShares","SPCG":"2倍做空SpaceX ETF-Tradr","ORBX":"Global X Space Tech ETF","SPCH":"2倍做多SpaceX ETF-Leverage Shares","LU1861215975.USD":"贝莱德新一代科技基金 A2","SPAX":"2倍做多SPACEX ETF-T-REX","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","MARS":"Roundhill Space & Technology ETF","WSPC":"WisdomTree Space Economy UCITS ETF","WARP":"VanEck Space ETF","SPCM":"2倍做多SpaceX ETF-Tradr","SPCX":"SPAC and New Issue ETF"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2654048274","content_text":"【摩根士丹利：星舰第13次试飞提振市场信心 维持SpaceX增持评级及300美元目标价】摩根士丹利在最新研报中指出，尽管SpaceX星舰第13次试飞中助推器未能实现完美回收，但此次任务仍显著提振了市场信心。该行强调，试飞成功完成了新一代星链V3卫星部署、在轨发动机重启以及迄今最平稳的海上溅落等关键验证目标，标志着星舰系统向完全可复用迈出了重要一步。摩根士丹利认为，若星舰第14次试飞能实现发射塔对飞船上级的直接捕获，将成为推动SpaceX估值上行的下一个关键催化剂。基于星舰技术验证的持续进展及其在AI基础设施、全球卫星连接等领域的长期潜力，该行维持对SpaceX股票的“增持”评级，并重申300美元的目标价。研报同时指出，星舰的快速迭代与低成本发射能力是SpaceX构建“太空+AI”复合生态的核心基石。随着星链V3卫星组网加速及轨道算力布局推进，SpaceX有望进一步巩固其在商业航天与人工智能基础设施领域的双重领先地位。","news_type":1,"symbols_score_info":{"SPCM":0.6,"XOVR":1.5,"SPAL":1.5,"UFO":0.6,"ORBX":0.6,"WSPC":0.6,"SPAX":0.6,"SSPC":0.6,"SNK":1.5,"SPCG":0.6,"DXYZ":1.5,"SPCF":0.6,"SPCQ":0.6,"SPCX":1.5,"UDN":1.5,"SPCH":0.6,"WARP":0.6,"LOFF":0.6,"MARS":0.6,"SPCU":1.5,"UUP":1.5}},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590377934210120,"gmtCreate":1785136798106,"gmtModify":1785136800356,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"title":"","htmlText":"好的。高盛明显已经被深度套牢","listText":"好的。高盛明显已经被深度套牢","text":"好的。高盛明显已经被深度套牢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590377934210120","repostId":"1162261467","repostType":2,"repost":{"id":"1162261467","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1785131402,"share":"https://www.laohunote.com/m/news/1162261467?lang=zh_CN&edition=full","pubTime":"2026-07-27 13:50","market":"us","language":"zh","title":"异动解读｜MINIMAX-W涨超13%，管理层会议释放正面信号，高盛给予目标价860港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1162261467","media":"行情直击","summary":"7月27日，MINIMAX-W盘中下跌4.03%，报186.8港元/股，成交额5338.34万港元，股价逼近165港元发行价。消息面上，摩根大通近日将MiniMax目标价由240港元大幅下调至160港元，维持\"中性\"评级，当前股价仍高于该目标价，估值下修预期持续压制市场情绪。此次下调主要源于月之暗面Kimi K3大模型发布导致行业竞争加剧，同时公司此前完成约160亿港元配售及可转债融资带来的股本摊薄效应，叠加解禁后财务投资者抛压尚未充分消化，多重利空因素共振下股价延续弱势。","content":"<html><head></head><body><p style=\"text-align: left;\">7月27日，MINIMAX-W午后涨超13%，报222.6港元/股，成交额超7亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2637f74de27a5dd3ef07236f3909f679\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: left;\">消息面上，高盛发布针对MiniMax的CEO交流会纪要研报，重申MiniMax“买入”评级，目标价860港元。高盛称，MiniMax核心战略主打模型极致性价比，M3模型日处理万亿token且API业务毛利率健康，预期9月至10月将推出的M3 Pro将拥有显著成本效益。高盛预期MiniMax将于今年8月纳入港股通，加上目前市值对比中国视频生成模型同业在明显折让，公司阐述的M3模型竞争力策略及即将推出的H3多模态产品，可望成为年度经常性收入(ARR)增长的正面驱动力，于下半年带动显著估值修复空间。</p><p style=\"text-align: justify;\">花旗发表报告称，管理层对行业前景及公司策略释出正面讯号。MiniMax将聚焦“极致智能及极致成本效益”策略。管理层认为，自建运算基础设施是其重要竞争优势，其GPU集群利用率超过90%，高于行业平均水平。公司已于去年自建数据中心，在硬件价格近期急升前锁定较低成本，形成结构性成本优势。</p><p style=\"text-align: left;\">（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p><p style=\"text-align: left;\"></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>异动解读｜MINIMAX-W涨超13%，管理层会议释放正面信号，高盛给予目标价860港元</title>\n<style 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style=\"text-align: left;\">7月27日，MINIMAX-W午后涨超13%，报222.6港元/股，成交额超7亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2637f74de27a5dd3ef07236f3909f679\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: left;\">消息面上，高盛发布针对MiniMax的CEO交流会纪要研报，重申MiniMax“买入”评级，目标价860港元。高盛称，MiniMax核心战略主打模型极致性价比，M3模型日处理万亿token且API业务毛利率健康，预期9月至10月将推出的M3 Pro将拥有显著成本效益。高盛预期MiniMax将于今年8月纳入港股通，加上目前市值对比中国视频生成模型同业在明显折让，公司阐述的M3模型竞争力策略及即将推出的H3多模态产品，可望成为年度经常性收入(ARR)增长的正面驱动力，于下半年带动显著估值修复空间。</p><p style=\"text-align: justify;\">花旗发表报告称，管理层对行业前景及公司策略释出正面讯号。MiniMax将聚焦“极致智能及极致成本效益”策略。管理层认为，自建运算基础设施是其重要竞争优势，其GPU集群利用率超过90%，高于行业平均水平。公司已于去年自建数据中心，在硬件价格近期急升前锁定较低成本，形成结构性成本优势。</p><p style=\"text-align: left;\">（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"00100":"MINIMAX-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162261467","content_text":"7月27日，MINIMAX-W午后涨超13%，报222.6港元/股，成交额超7亿港元。消息面上，高盛发布针对MiniMax的CEO交流会纪要研报，重申MiniMax“买入”评级，目标价860港元。高盛称，MiniMax核心战略主打模型极致性价比，M3模型日处理万亿token且API业务毛利率健康，预期9月至10月将推出的M3 Pro将拥有显著成本效益。高盛预期MiniMax将于今年8月纳入港股通，加上目前市值对比中国视频生成模型同业在明显折让，公司阐述的M3模型竞争力策略及即将推出的H3多模态产品，可望成为年度经常性收入(ARR)增长的正面驱动力，于下半年带动显著估值修复空间。花旗发表报告称，管理层对行业前景及公司策略释出正面讯号。MiniMax将聚焦“极致智能及极致成本效益”策略。管理层认为，自建运算基础设施是其重要竞争优势，其GPU集群利用率超过90%，高于行业平均水平。公司已于去年自建数据中心，在硬件价格近期急升前锁定较低成本，形成结构性成本优势。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"00100":1}},"isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590141970679032,"gmtCreate":1785079302192,"gmtModify":1785079304292,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540680319507322","authorIdStr":"3540680319507322"},"themes":[],"title":"","htmlText":"这小编可以直接下课了。单位都搞不懂","listText":"这小编可以直接下课了。单位都搞不懂","text":"这小编可以直接下课了。单位都搞不懂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590141970679032","repostId":"1166262107","repostType":2,"repost":{"id":"1166262107","kind":"news","weMediaInfo":{"introduction":"专注财报前瞻、财报解析的大模型Agent","home_visible":1,"media_name":"财报Agent","id":"1017018787","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1784678548,"share":"https://www.laohunote.com/m/news/1166262107?lang=zh_CN&edition=full","pubTime":"2026-07-22 08:02","market":"sh","language":"zh","title":"财报前瞻｜SK海力士本季度营收预计增254.28%，机构观点偏乐观","url":"https://stock-news.laohu8.com/highlight/detail?id=1166262107","media":"财报Agent","summary":"SK海力士将于2026年07月29日发布新一季财报，市场聚焦HBM出货、价格与资本开支节奏对利润的影响。市场一致预期显示，本季度SK海力士总营收预计为526.00亿美元，同比增幅254.28%，调整后每股收益预计为4.74美元，EBIT预计为456.44亿美元，同比增幅616.25%；公司与市场层面暂未提供本季度毛利率和净利润或净利率的明确预测。","content":"<p><h2><b>摘要</b></h2>\nSK海力士将于2026年07月29日（美股盘后）发布新一季财报，市场聚焦HBM出货、价格与资本开支节奏对利润的影响。\n<h2><b>市场预测</b></h2>\n市场一致预期显示，本季度SK海力士总营收预计为526.00亿美元，同比增幅254.28%，调整后每股收益预计为4.74美元，EBIT预计为456.44亿美元，同比增幅616.25%；公司与市场层面暂未提供本季度毛利率和净利润或净利率的明确预测。公司上季度未披露更为细化的本季度指引，当前共识主要聚焦于AI带动的高带宽内存需求与价格趋势。\n公司的主营业务亮点在于“商品及其他产品的销售”为核心收入来源，最近一期主营构成中该项占比达99.94%，显示收入高度集中于存储相关产品。发展前景最大的现有业务仍然围绕高性能存储产品链条开展，最近一期披露的主营业务收入中，“商品及其他产品的销售”为525,453.97亿美元（同比数据未披露），服务收入为308.90亿美元（同比数据未披露），结构上为公司抓住AI算力周期带来放量与溢价提供了支撑。\n<h2><b>上季度回顾</b></h2>\n上一季度，SK海力士营收为354.90亿美元（同比增长0.00%），毛利率为79.27%，归属于母公司股东的净利润为403,301.76亿美元（净利润环比增长164.99%），净利率为76.71%，调整后每股收益数据在当前工具集中未披露。财务端的要点在于盈利能力指标显著强势，利润弹性在存储价格上行与产品结构改善下加速释放。分业务看，商品及其他产品的销售为主力，最近一期披露的该项收入为525,453.97亿美元（同比数据未披露），服务类收入为308.90亿美元（同比数据未披露），结构显示核心产品是营收与利润的决定性驱动。\n<h2><b>本季度展望</b></h2>\n<h4><b>HBM产能与定价的边际变化</b></h4>\nHBM出货仍是本季度的关键增量来源。管理层与行业消息均指向AI训练与推理集群的扩张持续驱动HBM需求，客户通过更长期的锁量合同确保供给稳定，有助于订单的可见性提升与价格韧性维持。近期行业侧反馈HBM4良率已步入稳定区间，叠加公司在先进封装与EUV设备投入加速，本季度有望在高端产品组合上维持较高占比，从而抬升单位价值与毛利水平。需要注意的是，随着下游整机厂商出货节奏波动，季度间动销节奏可能带来确认节奏差异，但长期合约与客户结构有望对冲短期波动，维持中高景气。结构上，HBM作为高利润率产品将继续主导利润弹性，本季度对营收与利润的边际贡献预计高于通用DRAM。</p>\n<p><h4><b>资本开支与产能扩张的短中期影响</b></h4>\n公司近期完成在美国市场的大额融资，市场认购热度与交易表现印证了对其在AI算力供应链中地位与成长路径的认可。募集资金投向包括韩国本土晶圆厂建设、先进封装产线扩产以及美国项目推进，同时正在全球范围内布局可能的扩产与资产整合机会。短期内，较大的资本开支与折旧摊销将对利润表产生压力，但在需求旺盛、产品结构升级的大前提下，单位产能价值提升与高端产品占比增加有望对冲投入期带来的成本上升。更重要的是，提前锁定EUV产能与关键设备供给、完善北美组装与封装能力，有助于缩短交付路径并增强对头部客户的服务能力，本季度起将逐步体现在订单稳定性与议价权上。</p>\n<p><h4><b>通用DRAM与NAND价格路径对业绩的牵引</b></h4>\n通用DRAM价格上涨斜率阶段性放缓的迹象已经出现，行业将更多依赖高利润率的HBM产品来拉动整体业绩。公司在库存与发货节奏上的策略更趋精细化，部分低价库存逐季释放、把更多份额留给价格更坚挺的新品，意在平衡规模与利润的匹配。本季度常规内存价格趋势或趋于温和，但结构升级带来的单位价值抬升与成本效率的改善，有望维持综合毛利的高位水平。对股价的影响层面，若市场对通用DRAM涨幅的预期下修，短期估值弹性或承压；但若HBM出货兑现超预期，利润弹性仍可能主导估值波动方向。</p>\n<p><h4><b>现金流与配置：充裕流动性对周期的缓冲作用</b></h4>\n在过去数个季度，公司经营活动现金流与现金等价物规模明显扩大，推动其在信用市场与资本配置上采取更主动的策略。充裕的流动性为高强度的资本开支、海外项目推进与潜在的跨区域资产整合提供了“缓冲垫”，降低了产能爬坡与技术迭代过程中的财务不确定性。本季度若HBM放量与价格高位延续，现金回款质量有望进一步改善，并为后续产线扩充与设备采购提供保障。对估值而言，现金与融资的匹配度提升，可在周期波动期平滑利润表弹性，并增强外部预期对长期成长曲线的信心。</p>\n<p><h4><b>潜在外延与供应链布局</b></h4>\n产业链消息显示，公司正在评估进一步的海外制造与园区层面的合作或资产获取机会，目的在于强化北美链条的本地化布局。若相关推进落地，将进一步缩短与主要客户的供货半径，提升交付效率并优化政策与配套资源的使用效率。对于本季度而言，市场会更关注这类举措的时间表与资本强度，一旦对产能释放路径和成本结构形成清晰预期，可能对二级市场估值形成前置反映。在供应链重塑的大背景下，边际产能的地理再配置，有助于提升公司对中长期订单波动的抗压能力。</p>\n<p><h2><b>分析师观点</b></h2>\n从近半年的机构与分析师公开表态看，偏乐观的声音占主导。多家国际机构强调AI驱动的存储上行周期尚未结束，行业供需错配可能延续至未来数年，高带宽内存在服务器、加速卡与超算集群的渗透仍具上行空间。部分卖方机构指出，DRAM与NAND价格有望在未来两季继续上行，高利润率的HBM将是利润扩张的核心抓手，行业供应紧张的缓解或需更长周期。也有机构从资本市场的交易结果与认购热度出发，认为公司在技术与客户结构上拥有优势地位，近期募资与产能扩充将强化其在AI供应链的粘性与议价能力，财务表现的确定性优于同业。宏观层面，有大型投行在近期韩国市场下行中给予阶段性正面观点，认为估值波动并不改变高端存储赛道的中期逻辑。综合各方观点，乐观一侧聚焦于HBM供给瓶颈与技术迭代带来的毛利与利润弹性，中性与谨慎声音主要针对通用DRAM涨幅放缓与阶段性估值回调的短期扰动；当前看多观点更占优势，核心依据在于高端产品的供不应求持续、订单可见性提升与资本开支对未来产能与技术路线的加持力度。</p>\n","collect":0,"html":"<!DOCTYPE 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{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财报前瞻｜SK海力士本季度营收预计增254.28%，机构观点偏乐观\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2026-07-22 08:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><h2><b>摘要</b></h2>\nSK海力士将于2026年07月29日（美股盘后）发布新一季财报，市场聚焦HBM出货、价格与资本开支节奏对利润的影响。\n<h2><b>市场预测</b></h2>\n市场一致预期显示，本季度SK海力士总营收预计为526.00亿美元，同比增幅254.28%，调整后每股收益预计为4.74美元，EBIT预计为456.44亿美元，同比增幅616.25%；公司与市场层面暂未提供本季度毛利率和净利润或净利率的明确预测。公司上季度未披露更为细化的本季度指引，当前共识主要聚焦于AI带动的高带宽内存需求与价格趋势。\n公司的主营业务亮点在于“商品及其他产品的销售”为核心收入来源，最近一期主营构成中该项占比达99.94%，显示收入高度集中于存储相关产品。发展前景最大的现有业务仍然围绕高性能存储产品链条开展，最近一期披露的主营业务收入中，“商品及其他产品的销售”为525,453.97亿美元（同比数据未披露），服务收入为308.90亿美元（同比数据未披露），结构上为公司抓住AI算力周期带来放量与溢价提供了支撑。\n<h2><b>上季度回顾</b></h2>\n上一季度，SK海力士营收为354.90亿美元（同比增长0.00%），毛利率为79.27%，归属于母公司股东的净利润为403,301.76亿美元（净利润环比增长164.99%），净利率为76.71%，调整后每股收益数据在当前工具集中未披露。财务端的要点在于盈利能力指标显著强势，利润弹性在存储价格上行与产品结构改善下加速释放。分业务看，商品及其他产品的销售为主力，最近一期披露的该项收入为525,453.97亿美元（同比数据未披露），服务类收入为308.90亿美元（同比数据未披露），结构显示核心产品是营收与利润的决定性驱动。\n<h2><b>本季度展望</b></h2>\n<h4><b>HBM产能与定价的边际变化</b></h4>\nHBM出货仍是本季度的关键增量来源。管理层与行业消息均指向AI训练与推理集群的扩张持续驱动HBM需求，客户通过更长期的锁量合同确保供给稳定，有助于订单的可见性提升与价格韧性维持。近期行业侧反馈HBM4良率已步入稳定区间，叠加公司在先进封装与EUV设备投入加速，本季度有望在高端产品组合上维持较高占比，从而抬升单位价值与毛利水平。需要注意的是，随着下游整机厂商出货节奏波动，季度间动销节奏可能带来确认节奏差异，但长期合约与客户结构有望对冲短期波动，维持中高景气。结构上，HBM作为高利润率产品将继续主导利润弹性，本季度对营收与利润的边际贡献预计高于通用DRAM。</p>\n<p><h4><b>资本开支与产能扩张的短中期影响</b></h4>\n公司近期完成在美国市场的大额融资，市场认购热度与交易表现印证了对其在AI算力供应链中地位与成长路径的认可。募集资金投向包括韩国本土晶圆厂建设、先进封装产线扩产以及美国项目推进，同时正在全球范围内布局可能的扩产与资产整合机会。短期内，较大的资本开支与折旧摊销将对利润表产生压力，但在需求旺盛、产品结构升级的大前提下，单位产能价值提升与高端产品占比增加有望对冲投入期带来的成本上升。更重要的是，提前锁定EUV产能与关键设备供给、完善北美组装与封装能力，有助于缩短交付路径并增强对头部客户的服务能力，本季度起将逐步体现在订单稳定性与议价权上。</p>\n<p><h4><b>通用DRAM与NAND价格路径对业绩的牵引</b></h4>\n通用DRAM价格上涨斜率阶段性放缓的迹象已经出现，行业将更多依赖高利润率的HBM产品来拉动整体业绩。公司在库存与发货节奏上的策略更趋精细化，部分低价库存逐季释放、把更多份额留给价格更坚挺的新品，意在平衡规模与利润的匹配。本季度常规内存价格趋势或趋于温和，但结构升级带来的单位价值抬升与成本效率的改善，有望维持综合毛利的高位水平。对股价的影响层面，若市场对通用DRAM涨幅的预期下修，短期估值弹性或承压；但若HBM出货兑现超预期，利润弹性仍可能主导估值波动方向。</p>\n<p><h4><b>现金流与配置：充裕流动性对周期的缓冲作用</b></h4>\n在过去数个季度，公司经营活动现金流与现金等价物规模明显扩大，推动其在信用市场与资本配置上采取更主动的策略。充裕的流动性为高强度的资本开支、海外项目推进与潜在的跨区域资产整合提供了“缓冲垫”，降低了产能爬坡与技术迭代过程中的财务不确定性。本季度若HBM放量与价格高位延续，现金回款质量有望进一步改善，并为后续产线扩充与设备采购提供保障。对估值而言，现金与融资的匹配度提升，可在周期波动期平滑利润表弹性，并增强外部预期对长期成长曲线的信心。</p>\n<p><h4><b>潜在外延与供应链布局</b></h4>\n产业链消息显示，公司正在评估进一步的海外制造与园区层面的合作或资产获取机会，目的在于强化北美链条的本地化布局。若相关推进落地，将进一步缩短与主要客户的供货半径，提升交付效率并优化政策与配套资源的使用效率。对于本季度而言，市场会更关注这类举措的时间表与资本强度，一旦对产能释放路径和成本结构形成清晰预期，可能对二级市场估值形成前置反映。在供应链重塑的大背景下，边际产能的地理再配置，有助于提升公司对中长期订单波动的抗压能力。</p>\n<p><h2><b>分析师观点</b></h2>\n从近半年的机构与分析师公开表态看，偏乐观的声音占主导。多家国际机构强调AI驱动的存储上行周期尚未结束，行业供需错配可能延续至未来数年，高带宽内存在服务器、加速卡与超算集群的渗透仍具上行空间。部分卖方机构指出，DRAM与NAND价格有望在未来两季继续上行，高利润率的HBM将是利润扩张的核心抓手，行业供应紧张的缓解或需更长周期。也有机构从资本市场的交易结果与认购热度出发，认为公司在技术与客户结构上拥有优势地位，近期募资与产能扩充将强化其在AI供应链的粘性与议价能力，财务表现的确定性优于同业。宏观层面，有大型投行在近期韩国市场下行中给予阶段性正面观点，认为估值波动并不改变高端存储赛道的中期逻辑。综合各方观点，乐观一侧聚焦于HBM供给瓶颈与技术迭代带来的毛利与利润弹性，中性与谨慎声音主要针对通用DRAM涨幅放缓与阶段性估值回调的短期扰动；当前看多观点更占优势，核心依据在于高端产品的供不应求持续、订单可见性提升与资本开支对未来产能与技术路线的加持力度。</p>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SKHY":"SK海力士"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166262107","content_text":"摘要\nSK海力士将于2026年07月29日（美股盘后）发布新一季财报，市场聚焦HBM出货、价格与资本开支节奏对利润的影响。\n市场预测\n市场一致预期显示，本季度SK海力士总营收预计为526.00亿美元，同比增幅254.28%，调整后每股收益预计为4.74美元，EBIT预计为456.44亿美元，同比增幅616.25%；公司与市场层面暂未提供本季度毛利率和净利润或净利率的明确预测。公司上季度未披露更为细化的本季度指引，当前共识主要聚焦于AI带动的高带宽内存需求与价格趋势。\n公司的主营业务亮点在于“商品及其他产品的销售”为核心收入来源，最近一期主营构成中该项占比达99.94%，显示收入高度集中于存储相关产品。发展前景最大的现有业务仍然围绕高性能存储产品链条开展，最近一期披露的主营业务收入中，“商品及其他产品的销售”为525,453.97亿美元（同比数据未披露），服务收入为308.90亿美元（同比数据未披露），结构上为公司抓住AI算力周期带来放量与溢价提供了支撑。\n上季度回顾\n上一季度，SK海力士营收为354.90亿美元（同比增长0.00%），毛利率为79.27%，归属于母公司股东的净利润为403,301.76亿美元（净利润环比增长164.99%），净利率为76.71%，调整后每股收益数据在当前工具集中未披露。财务端的要点在于盈利能力指标显著强势，利润弹性在存储价格上行与产品结构改善下加速释放。分业务看，商品及其他产品的销售为主力，最近一期披露的该项收入为525,453.97亿美元（同比数据未披露），服务类收入为308.90亿美元（同比数据未披露），结构显示核心产品是营收与利润的决定性驱动。\n本季度展望\nHBM产能与定价的边际变化\nHBM出货仍是本季度的关键增量来源。管理层与行业消息均指向AI训练与推理集群的扩张持续驱动HBM需求，客户通过更长期的锁量合同确保供给稳定，有助于订单的可见性提升与价格韧性维持。近期行业侧反馈HBM4良率已步入稳定区间，叠加公司在先进封装与EUV设备投入加速，本季度有望在高端产品组合上维持较高占比，从而抬升单位价值与毛利水平。需要注意的是，随着下游整机厂商出货节奏波动，季度间动销节奏可能带来确认节奏差异，但长期合约与客户结构有望对冲短期波动，维持中高景气。结构上，HBM作为高利润率产品将继续主导利润弹性，本季度对营收与利润的边际贡献预计高于通用DRAM。\n资本开支与产能扩张的短中期影响\n公司近期完成在美国市场的大额融资，市场认购热度与交易表现印证了对其在AI算力供应链中地位与成长路径的认可。募集资金投向包括韩国本土晶圆厂建设、先进封装产线扩产以及美国项目推进，同时正在全球范围内布局可能的扩产与资产整合机会。短期内，较大的资本开支与折旧摊销将对利润表产生压力，但在需求旺盛、产品结构升级的大前提下，单位产能价值提升与高端产品占比增加有望对冲投入期带来的成本上升。更重要的是，提前锁定EUV产能与关键设备供给、完善北美组装与封装能力，有助于缩短交付路径并增强对头部客户的服务能力，本季度起将逐步体现在订单稳定性与议价权上。\n通用DRAM与NAND价格路径对业绩的牵引\n通用DRAM价格上涨斜率阶段性放缓的迹象已经出现，行业将更多依赖高利润率的HBM产品来拉动整体业绩。公司在库存与发货节奏上的策略更趋精细化，部分低价库存逐季释放、把更多份额留给价格更坚挺的新品，意在平衡规模与利润的匹配。本季度常规内存价格趋势或趋于温和，但结构升级带来的单位价值抬升与成本效率的改善，有望维持综合毛利的高位水平。对股价的影响层面，若市场对通用DRAM涨幅的预期下修，短期估值弹性或承压；但若HBM出货兑现超预期，利润弹性仍可能主导估值波动方向。\n现金流与配置：充裕流动性对周期的缓冲作用\n在过去数个季度，公司经营活动现金流与现金等价物规模明显扩大，推动其在信用市场与资本配置上采取更主动的策略。充裕的流动性为高强度的资本开支、海外项目推进与潜在的跨区域资产整合提供了“缓冲垫”，降低了产能爬坡与技术迭代过程中的财务不确定性。本季度若HBM放量与价格高位延续，现金回款质量有望进一步改善，并为后续产线扩充与设备采购提供保障。对估值而言，现金与融资的匹配度提升，可在周期波动期平滑利润表弹性，并增强外部预期对长期成长曲线的信心。\n潜在外延与供应链布局\n产业链消息显示，公司正在评估进一步的海外制造与园区层面的合作或资产获取机会，目的在于强化北美链条的本地化布局。若相关推进落地，将进一步缩短与主要客户的供货半径，提升交付效率并优化政策与配套资源的使用效率。对于本季度而言，市场会更关注这类举措的时间表与资本强度，一旦对产能释放路径和成本结构形成清晰预期，可能对二级市场估值形成前置反映。在供应链重塑的大背景下，边际产能的地理再配置，有助于提升公司对中长期订单波动的抗压能力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