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Yangsirisme

Yangsirisme

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IP属地：江西

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2主题

0勋章

05-25 23:31

$黄金2608(GC2608)$ 快下来4600让我上车

05-22

海力士比闪迪好多了，低估多了撤出来买闪迪吗

边涨边撤！全球投资者大幅撤离韩国股市，5月已流出220亿

05-21

这不比买英伟达好吗

ARM市值首破3000亿美元，孙正义与软银数年内已暴赚超过2200亿美元

05-21

朗子你不死天理不容

纽约期金失守4510美元/盎司，日内跌0.57%。

05-20

光涨科技股，金银就涨那么点吗

市场消息：美伊协议文本进入最后润色阶段，有望数小时内公布

05-20

$ARM Holdings(ARM)$ 为啥突然跳涨的

05-13

$腾讯控股(00700)$ 是涨是跌啊，阿里这么好的业绩外盘还跌

05-12

恒生科技跟美股里的差不多就是涨ai硬件，不涨出钱的云厂商，卖铲子的和挖金的类比，只有美股也发觉了meta的价值，港股才会涨恒生科技吧，就像腾讯460了明天财报都不敢动

05-12

这么搞，那就是等死吧整个国家就俩家好公司

韩国AI红利：闪崩之后，悬念才刚开始

05-09

未来十二个月就是用未来盈利算现在的估值，股价不会涨了吗？

存储双雄美光和闪迪持续暴涨，估值却仍不到10倍

05-09

悠着点兄弟，买了不少了

@芳芳Fancy:$SNDK 20260508 1400.0 PUT$

05-08

$SNDQ 20260515 10.0 CALL$ 造孽，敢去空美股当红炸子鸡，趋势为王啊，相信光，相信算力，相信存储

05-08

不差钱

异动解读 | SK海力士对投资提案态度谨慎引发市场担忧，南方两倍做多海力士盘中大跌5.05%

05-07

$高通(QCOM)$ 只想说，168的高通没有珍惜至少曾经拥有过

05-06

$美国超微公司(AMD)$ 早上是不是才四个点这会怎么又十六个点了，谁知道？

05-06

真是难以想象

超微电脑第三财季调整后每股收益0.84美元，同比大增超170%

05-06

$微黄金2606(MGC2606)$ 黄金变味了，易跌难涨，不好搞了

05-05

$微黄金2606(MGC2606)$ 还有救吗？变成不认识的大黄了，之前战争都可以到4850，现在停战变成4550了，怎么办？

05-04

该涨了吧，轮也轮到了

港股异动 | 恒生科技指数大涨3.7%，小米集团涨超10%，阿里巴巴涨超6%

05-04

神经了吗？我刚卖了

港股异动 | 小米集团涨超9%，小米汽车4月交付量超3万，新一代SU7锁单已超7万

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href=\"https://laohu8.com/FUT/GC2608\">$黄金2608(GC2608)$</a> 快下来4600让我上车","listText":"<a href=\"https://laohu8.com/FUT/GC2608\">$黄金2608(GC2608)$</a> 快下来4600让我上车","text":"$黄金2608(GC2608)$ 快下来4600让我上车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568122551432768","isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566838405502640,"gmtCreate":1779422667678,"gmtModify":1779422670278,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560818482432945","idStr":"3560818482432945"},"themes":[],"title":"","htmlText":"海力士比闪迪好多了，低估多了撤出来买闪迪吗","listText":"海力士比闪迪好多了，低估多了撤出来买闪迪吗","text":"海力士比闪迪好多了，低估多了撤出来买闪迪吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566838405502640","repostId":"2637369962","repostType":4,"repost":{"id":"2637369962","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":1779418766,"share":"https://www.laohu8.com/m/news/2637369962?lang=zh_CN&edition=full","pubTime":"2026-05-22 10:59","market":"us","language":"zh","title":"边涨边撤！全球投资者大幅撤离韩国股市，5月已流出220亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2637369962","media":"华尔街见闻","summary":"数据显示，5月外国投资者已净卖出约220亿美元，或创单月流出历史纪录；年初至今累计抛售达600亿美元。抛售集中于半导体龙头，SK海力士年内遭净卖出约200亿美元。分析称，这种“边涨边撤”的系统性减持，折射出外资对韩国市场前景的深层谨慎。","content":"<html><head></head><body><p style=\"text-align: left;\">韩国股市今年以来表现全球领先，外资却在以创纪录的速度撤离。</p><p style=\"text-align: left;\">5月21日，据The Kobeissi Letter披露的数据显示，<strong>外国投资者5月迄今已净卖出韩国股票约220亿美元</strong>，若按此节奏持续至月末，将创下单月外资流出规模的历史纪录。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2decb75363331aae95698a60c80a9a60\" data-align=\"center\" tg-width=\"974\" tg-height=\"633\"/><span></span></p><p style=\"text-align: left;\">从年初至今来看，海外投资者累计抛售韩国综合股价指数（KOSPI）成分股约600亿美元，同样有望刷新年度最大净卖出纪录。</p><p style=\"text-align: left;\"><strong>抛售高度集中于半导体龙头。<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>与SK海力士是外资减持的主要标的，其中SK海力士年初至今遭外资卖出约200亿美元，仅5月一个月就达约120亿美元。</strong></p><p style=\"text-align: left;\">自2025年11月以来，<strong>外资在SK海力士的累计净流出规模已达约267亿美元。</strong></p><p style=\"text-align: left;\">这一资金外流的规模尤为引人关注，原因在于外国投资者在韩国市场举足轻重——其持仓约占KOSPI总市值的39%。</p><p style=\"text-align: left;\">分析指出，<strong>如此大体量的持续减持，意味着外资正在系统性地压缩对韩国权益资产的敞口，而非仅仅进行结构性调仓。</strong></p><p style=\"text-align: left;\">值得注意的是，上述抛售发生在韩国股市整体表现强劲的背景之下，&#34;边涨边撤&#34;的背离格局，折射出外资对韩国市场前景的深层谨慎情绪。</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>边涨边撤！全球投资者大幅撤离韩国股市，5月已流出220亿</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边涨边撤！全球投资者大幅撤离韩国股市，5月已流出220亿\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\">2026-05-22 10:59</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;\">韩国股市今年以来表现全球领先，外资却在以创纪录的速度撤离。</p><p style=\"text-align: left;\">5月21日，据The Kobeissi Letter披露的数据显示，<strong>外国投资者5月迄今已净卖出韩国股票约220亿美元</strong>，若按此节奏持续至月末，将创下单月外资流出规模的历史纪录。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2decb75363331aae95698a60c80a9a60\" data-align=\"center\" tg-width=\"974\" tg-height=\"633\"/><span></span></p><p style=\"text-align: left;\">从年初至今来看，海外投资者累计抛售韩国综合股价指数（KOSPI）成分股约600亿美元，同样有望刷新年度最大净卖出纪录。</p><p style=\"text-align: left;\"><strong>抛售高度集中于半导体龙头。<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>与SK海力士是外资减持的主要标的，其中SK海力士年初至今遭外资卖出约200亿美元，仅5月一个月就达约120亿美元。</strong></p><p style=\"text-align: left;\">自2025年11月以来，<strong>外资在SK海力士的累计净流出规模已达约267亿美元。</strong></p><p style=\"text-align: left;\">这一资金外流的规模尤为引人关注，原因在于外国投资者在韩国市场举足轻重——其持仓约占KOSPI总市值的39%。</p><p style=\"text-align: left;\">分析指出，<strong>如此大体量的持续减持，意味着外资正在系统性地压缩对韩国权益资产的敞口，而非仅仅进行结构性调仓。</strong></p><p style=\"text-align: left;\">值得注意的是，上述抛售发生在韩国股市整体表现强劲的背景之下，&#34;边涨边撤&#34;的背离格局，折射出外资对韩国市场前景的深层谨慎情绪。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9ce5aee27c851eb6a7116aa1e3fee780","relate_stocks":{"EEMO":"Invesco S&P Emerging Markets Momentum ETF","KDEF":"PLUS Korea Defense Industry Index ETF","BK4588":"碎股","EWY":"韩国ETF-iShares MSCI","MKOR":"Matthews Korea Active ETF","BK4585":"ETF&股票定投概念","VEA":"EAFE指数ETF-Vanguard MSCI","07747":"南方两倍做多三星电子","BK4535":"淡马锡持仓","07709":"XL二南方海力士","FLKR":"Franklin FTSE South Korea ETF","BK4581":"高盛持仓","KORU":"3倍做多韩国ETF-Direxion","BK4504":"桥水持仓"},"source_url":"https://wallstreetcn.com/articles/3772883","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2637369962","content_text":"韩国股市今年以来表现全球领先，外资却在以创纪录的速度撤离。5月21日，据The Kobeissi Letter披露的数据显示，外国投资者5月迄今已净卖出韩国股票约220亿美元，若按此节奏持续至月末，将创下单月外资流出规模的历史纪录。从年初至今来看，海外投资者累计抛售韩国综合股价指数（KOSPI）成分股约600亿美元，同样有望刷新年度最大净卖出纪录。抛售高度集中于半导体龙头。三星电子与SK海力士是外资减持的主要标的，其中SK海力士年初至今遭外资卖出约200亿美元，仅5月一个月就达约120亿美元。自2025年11月以来，外资在SK海力士的累计净流出规模已达约267亿美元。这一资金外流的规模尤为引人关注，原因在于外国投资者在韩国市场举足轻重——其持仓约占KOSPI总市值的39%。分析指出，如此大体量的持续减持，意味着外资正在系统性地压缩对韩国权益资产的敞口，而非仅仅进行结构性调仓。值得注意的是，上述抛售发生在韩国股市整体表现强劲的背景之下，\"边涨边撤\"的背离格局，折射出外资对韩国市场前景的深层谨慎情绪。","news_type":1,"symbols_score_info":{"VEA":1.5,"07709":2.1,"KORU":2,"EEMO":1.5,"EWY":2,"FLKR":2,"07747":2.1,"KDEF":2,"MKOR":1.5}},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566634150614064,"gmtCreate":1779372734365,"gmtModify":1779372737183,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560818482432945","idStr":"3560818482432945"},"themes":[],"title":"","htmlText":"这不比买英伟达好吗","listText":"这不比买英伟达好吗","text":"这不比买英伟达好吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/566634150614064","repostId":"1187785308","repostType":2,"repost":{"id":"1187785308","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":1779372446,"share":"https://www.laohu8.com/m/news/1187785308?lang=zh_CN&edition=full","pubTime":"2026-05-21 22:07","market":"us","language":"zh","title":"ARM市值首破3000亿美元，孙正义与软银数年内已暴赚超过2200亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1187785308","media":"老虎资讯综合","summary":"5月21日，ARM再飙逾10%，股价续刷历史新高，总市值首破3000亿美元。","content":"<html><head></head><body><p style=\"text-align: left;\">5月21日，受全球AI算力需求暴涨的强力催化，芯片架构巨头ARM今日盘中股价飙升10%，冲上282.80美元/股的历史新高，总市值首次突破3000亿美元大关（达到3,009亿美元）。这一历史性里程碑，标志着大股东软银集团（SoftBankGroup）及创始人孙正义迎来了其投资生涯中回报最丰厚的“超级神话”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/677b5ca175dc1ea899b02d0a70a29b47\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: left;\">公开资料显示，软银集团目前持有ARM约87%的绝大部分股份。以其当年通过“2016年私有化收购”及“2023年IPO前强行回购”所形成的约400亿美元综合账面成本测算，这笔投资在短短数年内已暴赚超过2,200亿美元（约合人民币1.6万亿元），账面回报率高达惊人的550%。</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>ARM市值首破3000亿美元，孙正义与软银数年内已暴赚超过2200亿美元</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\">\nARM市值首破3000亿美元，孙正义与软银数年内已暴赚超过2200亿美元\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\">2026-05-21 22:07</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;\">5月21日，受全球AI算力需求暴涨的强力催化，芯片架构巨头ARM今日盘中股价飙升10%，冲上282.80美元/股的历史新高，总市值首次突破3000亿美元大关（达到3,009亿美元）。这一历史性里程碑，标志着大股东软银集团（SoftBankGroup）及创始人孙正义迎来了其投资生涯中回报最丰厚的“超级神话”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/677b5ca175dc1ea899b02d0a70a29b47\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: left;\">公开资料显示，软银集团目前持有ARM约87%的绝大部分股份。以其当年通过“2016年私有化收购”及“2023年IPO前强行回购”所形成的约400亿美元综合账面成本测算，这笔投资在短短数年内已暴赚超过2,200亿美元（约合人民币1.6万亿元），账面回报率高达惊人的550%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"ARMU":"2倍做多ARM ETF-T-REX","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","ARM":"ARM Holdings","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4543":"AI","ARMW":"Roundhill ARM WeeklyPay ETF","ARMG":"2倍做多ARM ETF- Leverage Shares","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4141":"半导体产品","BK4588":"碎股","BK4585":"ETF&股票定投概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4609":"英伟达持仓股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187785308","content_text":"5月21日，受全球AI算力需求暴涨的强力催化，芯片架构巨头ARM今日盘中股价飙升10%，冲上282.80美元/股的历史新高，总市值首次突破3000亿美元大关（达到3,009亿美元）。这一历史性里程碑，标志着大股东软银集团（SoftBankGroup）及创始人孙正义迎来了其投资生涯中回报最丰厚的“超级神话”。公开资料显示，软银集团目前持有ARM约87%的绝大部分股份。以其当年通过“2016年私有化收购”及“2023年IPO前强行回购”所形成的约400亿美元综合账面成本测算，这笔投资在短短数年内已暴赚超过2,200亿美元（约合人民币1.6万亿元），账面回报率高达惊人的550%。","news_type":1,"symbols_score_info":{"ARMG":0.6,"ARM":1.5,"ARMU":0.6,"ARMW":0.6}},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4192141311186162","authorId":"4192141311186162","name":"无敌期货大王","avatar":"https://static.tigerbbs.com/3856b62f69a432246a8def9f1c7568ec","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4192141311186162","idStr":"4192141311186162"},"content":"5月6号30%的振幅，流通盘只有10%，成赌场了谁敢玩啊","text":"5月6号30%的振幅，流通盘只有10%，成赌场了谁敢玩啊","html":"5月6号30%的振幅，流通盘只有10%，成赌场了谁敢玩啊"},{"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3560818482432945","idStr":"3560818482432945"},"content":"赌场也有400亿筹码啊，这不是一般人能拉的","text":"赌场也有400亿筹码啊，这不是一般人能拉的","html":"赌场也有400亿筹码啊，这不是一般人能拉的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566547705856024,"gmtCreate":1779359912030,"gmtModify":1779359914296,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560818482432945","idStr":"3560818482432945"},"themes":[],"title":"","htmlText":"朗子你不死天理不容","listText":"朗子你不死天理不容","text":"朗子你不死天理不容","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566547705856024","repostId":"2637338241","repostType":2,"repost":{"id":"2637338241","kind":"live","pubTimestamp":1779359460,"share":"https://www.laohu8.com/m/news/2637338241?lang=zh_CN&edition=full","pubTime":"2026-05-21 18:31","market":"us","language":"zh","title":"纽约期金失守4510美元/盎司，日内跌0.57%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2637338241","media":"智通财经","summary":"纽约期金失守4510美元/盎司，日内跌0.57%。","content":"<html><body><div>\n<div>\r\n                  纽约期金失守4510美元/盎司，日内跌0.57%。                </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\" 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>纽约期金失守4510美元/盎司，日内跌0.57%。</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; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n纽约期金失守4510美元/盎司，日内跌0.57%。\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-21 18:31 北京时间&nbsp;&nbsp;&nbsp;<a 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>纽约期金失守4510美元/盎司，日内跌0.57%。</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":{},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2637338241","content_text":"纽约期金失守4510美元/盎司，日内跌0.57%。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566289481978096,"gmtCreate":1779288574658,"gmtModify":1779288577114,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560818482432945","idStr":"3560818482432945"},"themes":[],"title":"","htmlText":"光涨科技股，金银就涨那么点吗","listText":"光涨科技股，金银就涨那么点吗","text":"光涨科技股，金银就涨那么点吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566289481978096","repostId":"1152726804","repostType":4,"repost":{"id":"1152726804","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":1779286881,"share":"https://www.laohu8.com/m/news/1152726804?lang=zh_CN&edition=full","pubTime":"2026-05-20 22:21","market":"us","language":"zh","title":"市场消息：美伊协议文本进入最后润色阶段，有望数小时内公布","url":"https://stock-news.laohu8.com/highlight/detail?id=1152726804","media":"老虎资讯综合","summary":"5月20日，据阿拉伯电视台报道，消息人士表示，各方正在认真工作，为华盛顿与德黑兰之间的协议文本做最后润色。巴基斯坦陆军参谋长可能于明天访问伊朗，宣布协议文本的最终版本已完成。如果巴基斯坦陆军参谋长不前往伊朗，则协议文本的最终版本可能会在数小时内宣布完成。下一轮谈判将在朝觐季节之后于伊斯兰堡举行。受该消息影响，美、布两油短线走低超1美元，现分别报103.16美元/桶和102.76美元/桶；现货黄金短线走高近30美元，最高至4502.89美元/盎司。","content":"<html><head></head><body><p>5月20日，据阿拉伯电视台报道，消息人士表示，各方正在认真工作，为华盛顿与德黑兰之间的协议文本做最后润色。巴基斯坦陆军参谋长可能于明天访问伊朗，宣布协议文本的最终版本已完成。如果巴基斯坦陆军参谋长不前往伊朗，则协议文本的最终版本可能会在数小时内宣布完成。下一轮谈判将在朝觐季节之后于伊斯兰堡举行。</p><p>受该消息影响，美股三大指数拉升，纳斯达克100指数涨幅扩大至1%，标普500指数涨0.6%，纳指涨近1%；美、布两油短线走低超1美元，现分别报103.16美元/桶和102.76美元/桶；现货黄金短线走高近30美元，最高至4502.89美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d689b08e346ff4537e287a6e569d27b\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>市场消息：美伊协议文本进入最后润色阶段，有望数小时内公布</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; 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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市场消息：美伊协议文本进入最后润色阶段，有望数小时内公布\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\">2026-05-20 22:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月20日，据阿拉伯电视台报道，消息人士表示，各方正在认真工作，为华盛顿与德黑兰之间的协议文本做最后润色。巴基斯坦陆军参谋长可能于明天访问伊朗，宣布协议文本的最终版本已完成。如果巴基斯坦陆军参谋长不前往伊朗，则协议文本的最终版本可能会在数小时内宣布完成。下一轮谈判将在朝觐季节之后于伊斯兰堡举行。</p><p>受该消息影响，美股三大指数拉升，纳斯达克100指数涨幅扩大至1%，标普500指数涨0.6%，纳指涨近1%；美、布两油短线走低超1美元，现分别报103.16美元/桶和102.76美元/桶；现货黄金短线走高近30美元，最高至4502.89美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d689b08e346ff4537e287a6e569d27b\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f881025b5912bf2c79fdeadfb7171b47","relate_stocks":{"SPUU":"Direxion Daily S&P 500 Bull 2x 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href=\"https://laohu8.com/S/ARM\">$ARM Holdings(ARM)$&nbsp;</a> 为啥突然跳涨的","listText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings(ARM)$&nbsp;</a> 为啥突然跳涨的","text":"$ARM Holdings(ARM)$ 为啥突然跳涨的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566273671419624","isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563749659280736,"gmtCreate":1778668528600,"gmtModify":1778668531056,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560818482432945","idStr":"3560818482432945"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 是涨是跌啊，阿里这么好的业绩外盘还跌","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 是涨是跌啊，阿里这么好的业绩外盘还跌","text":"$腾讯控股(00700)$ 是涨是跌啊，阿里这么好的业绩外盘还跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/563749659280736","isVote":1,"tweetType":1,"viewCount":1931,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3560818482432945","idStr":"3560818482432945"},"content":"看来都猜错了，资金从美股出来炒还在低位的恒科了","text":"看来都猜错了，资金从美股出来炒还在低位的恒科了","html":"看来都猜错了，资金从美股出来炒还在低位的恒科了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563439249958464,"gmtCreate":1778592787471,"gmtModify":1778592790517,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560818482432945","idStr":"3560818482432945"},"themes":[],"title":"","htmlText":"恒生科技跟美股里的差不多就是涨ai硬件，不涨出钱的云厂商，卖铲子的和挖金的类比，只有美股也发觉了meta的价值，港股才会涨恒生科技吧，就像腾讯460了明天财报都不敢动","listText":"恒生科技跟美股里的差不多就是涨ai硬件，不涨出钱的云厂商，卖铲子的和挖金的类比，只有美股也发觉了meta的价值，港股才会涨恒生科技吧，就像腾讯460了明天财报都不敢动","text":"恒生科技跟美股里的差不多就是涨ai硬件，不涨出钱的云厂商，卖铲子的和挖金的类比，只有美股也发觉了meta的价值，港股才会涨恒生科技吧，就像腾讯460了明天财报都不敢动","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563439249958464","isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563409556191128,"gmtCreate":1778585552563,"gmtModify":1778585554976,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560818482432945","idStr":"3560818482432945"},"themes":[],"title":"","htmlText":"这么搞，那就是等死吧整个国家就俩家好公司","listText":"这么搞，那就是等死吧整个国家就俩家好公司","text":"这么搞，那就是等死吧整个国家就俩家好公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563409556191128","repostId":"1150444551","repostType":2,"repost":{"id":"1150444551","kind":"news","pubTimestamp":1778578478,"share":"https://www.laohu8.com/m/news/1150444551?lang=zh_CN&edition=full","pubTime":"2026-05-12 17:34","market":"us","language":"zh","title":"韩国AI红利：闪崩之后，悬念才刚开始","url":"https://stock-news.laohu8.com/highlight/detail?id=1150444551","media":"华尔街见闻","summary":"一条Facebook帖子，让韩国股市从8000点门口直坠7%。总统政策室长抛出\"国民红利\"，点燃市场对三星、SK海力士遭征超额利润税的恐慌——两者合计占指数42.2%，一个没有定义的词，已成悬在韩国牛市头顶最昂贵的悬念。\n","content":"<html><head></head><body><p>一条Facebook帖子，打断了韩国股市冲向8000点的狂奔。</p><p style=\"text-align: justify;\">KOSPI当天盘中最大跌幅超过7%，三星和SK海力士蒸发了数十万亿韩元市值。触发这场震荡的，只是韩国总统首席政策顾问的一个问题：三星和SK海力士一季度净利润分别暴增755%和398%，AI带来的这笔超额利润，凭什么不分给全体国民（“公民红利”）？</p><p style=\"text-align: justify;\">这不是一次正常的市场调整。“公民红利”至今没有任何定义，而一个没有定义的词悬在空中，才是这个故事真正的风险所在。</p><h2 id=\"id_4012521358\">一条帖子，让8000点的庆功宴提前散场</h2><p style=\"text-align: justify;\">5月11日，KOSPI触发熔断，收涨5%，SK海力士市值突破1000万亿韩元大关。</p><p style=\"text-align: justify;\">12日一早，延续前日的亢奋，KOSPI继续冲高至7999.68点——离历史性的&#34;八千点大关&#34;只差0.03%。</p><p style=\"text-align: justify;\">然后，韩国总统政策室长金容范的Facebook帖子出现了：</p><blockquote><p style=\"text-align: justify;\">如果AI基础设施供应链的战略地位创造了结构性繁荣、并带来历史级别的超额税收，那么如何使用这笔钱，不是一道选择题，而是理应认真思考的设计题。</p><p style=\"text-align: justify;\">——가칭 &#39;국민배당금&#39; 원칙 제안（提议设立&#34;国民红利&#34;原则）</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7118ff28be4279551d2a5dbfb3baca49\" tg-width=\"1222\" tg-height=\"1106\"/></p></blockquote><p style=\"text-align: justify;\"><strong>市场读出的版本只有四个字：征税三星。</strong></p><p style=\"text-align: justify;\">两家公司的财报就摆在那里：SK海力士一季度净利润40.35万亿韩元，同比+398%，营业利润率72%；三星一季度营业利润57.2万亿韩元，同比+755%，刚刚跻身万亿美元市值俱乐部。&#34;超额利润&#34;这个词对着这两张财报，没有任何歧义。</p><p style=\"text-align: justify;\">KOSPI从7999点直接跌穿7400点，日内最大跌幅超过7%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d16b3733629fc225542ad49beacb35ff\" tg-width=\"1220\" tg-height=\"910\"/></p><h2 id=\"id_2640453933\">&#34;超额税收&#34;是没有刻度的尺子，这才是关键风险</h2><p style=\"text-align: justify;\"><strong>数小时后，金容范补充说明：资金来源是AI繁荣带来的&#34;超额税收&#34;，不是直接向企业征税的新机制。</strong>KOSPI止跌，收盘跌幅收窄至2.29%（收7643.15点）。Mirae Asset前1%的交易员逢低买入三星和SK海力士。</p><p style=\"text-align: justify;\">但&#34;超额税收&#34;这四个字，是一把没有刻度的尺子，它有两种截然不同的解读。</p><p style=\"text-align: justify;\"><strong>温和版本：韩国法人税因AI景气自然超收，政府将超收部分纳入一般预算、定向补贴低收入群体——这对三星和SK海力士的实际利润没有任何影响，只是财政资金的流向调整。</strong></p><p style=\"text-align: justify;\"><strong>激进版本：以某个利润率或ROE阈值为基准，对超出部分单独征收&#34;超额利润税&#34;，类似挪威对石油公司78%的特别石油税——这将是韩国史上针对科技企业最重的税收机制，对三星和SK海力士的EPS影响将是结构性的。</strong></p><p style=\"text-align: justify;\">今天的澄清只确认了&#34;不直接对企业征税&#34;，但没有排除未来设立任何新机制。</p><p style=\"text-align: justify;\">两种解读之间的巨大空间，就是KOSPI收盘仍跌2.29%而不是回到平盘的原因——<strong>市场既没有定价最坏，也没有相信一切正常。</strong></p><h2 id=\"id_1614511395\">42.2%的集中度，是政策风险的天然放大器</h2><p style=\"text-align: justify;\">今天的闪崩幅度，同样也是KOSPI自身结构的产物。</p><p style=\"text-align: justify;\"><strong>三星和SK海力士合计占KOSPI市值42.2%，历史最高，较2025年初22.6%近乎翻倍——两只股票的重量几乎等于整个指数的一半。</strong>而如果考虑整个“三星系”，二者在KOSPI指数中的市值权重合计已经超过了50%。</p><p style=\"text-align: justify;\">这个结构意味着：任何明确或暗示针对三星、SK海力士的政策信号，都会以超出基本面应有幅度的方式在KOSPI上放大显现。<strong>当这两只股票因为政策传闻出现4%-10%的剧烈波动时，会迅速触发程序化交易和融资盘强制平仓（Margin Call），导致指数出现“放大级”的闪崩。</strong></p><p style=\"text-align: justify;\">下一次类似发声，仅凭集中度本身，市场反应就会更快更猛。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3d029bbaf31002d4123ff1f60b1abf2e\" tg-width=\"1211\" tg-height=\"945\"/></p><h2 id=\"id_3883310128\">李在明的落地记录：从城南青年红利到AI国民红利</h2><p style=\"text-align: justify;\">很多人把金容范今天的发声理解为&#34;政治表态，不会落地&#34;。这个判断低估了李在明政府在此类议题上的执行意志。</p><p style=\"text-align: justify;\"><strong>李在明是韩国有史以来对基本收入执念最深的总统，而且有一条连贯的落地记录。</strong></p><p style=\"text-align: justify;\">2016年城南市长任内，他推出韩国首个地方政府基本收入项目&#34;青年红利&#34;，向城南所有24岁年轻人每年发放100万韩元；2018-2021年京畿道知事任内，将覆盖范围扩大至全道，成为韩国历史上规模最大的基本收入试点；2025年当选总统后，7月内阁批准15.2万亿韩元全国性补贴方案，向全体国民发放至少15万韩元代金券，困难群体最高60万韩元。</p><p style=\"text-align: justify;\">金容范帖子发出的时机，也经过了仔细选择：<strong>5月11日KOSPI触发熔断、SK海力士市值创历史纪录——市场情绪最亢奋、政治承受度最高的窗口。澄清来得极快，数小时内到位，说明退出预案早已备好。</strong></p><p style=\"text-align: justify;\">更值得琢磨的是这套机制本身：政策层用社交媒体发声探底，用市场反应校准边界，用澄清回收过激预期——这个循环会重复，下一次会踩得更准。</p><h2 id=\"id_1115112806\">多头仍可能是对的，但它的假设上多了一道裂缝</h2><p style=\"text-align: justify;\">Citi上周把三星目标价从30万韩元上调至46万，SK海力士从170万上调至310万。当前KOSPI多头逻辑建立在一个假设之上：政策表态不会转化为具体税收机制，AI超级周期继续。这个假设今天仍是市场主流，也可能是对的。</p><p style=\"text-align: justify;\">但&#34;超额税收&#34;定义空白的含义不容小觑。</p><p style=\"text-align: justify;\">如果以AI景气前（比如2023年）作为基准年，仅SK海力士一季度的净利润就超过2023年全年总和——对应的&#34;超额税收&#34;规模，哪怕按5%提取，也将超过2万亿韩元/季度。这不是对企业直接征税，但一旦形成制度，会持续强化&#34;国民红利&#34;政策扩大的政治可行性，反过来进一步压低市场对类似政策风险的承受上限。</p><p style=\"text-align: justify;\">今天的2.29%，是市场给&#34;定义空白&#34;定的价。真正的决策节点是：韩国政府何时给&#34;超额税收&#34;加上一个数字或比例——从那一刻起，KOSPI的42.2%集中度会让回应速度和幅度都远超今天。</p></body></html>","source":"lsy1762389672944","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>韩国AI红利：闪崩之后，悬念才刚开始</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\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韩国AI红利：闪崩之后，悬念才刚开始\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-12 17:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3772076><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一条Facebook帖子，打断了韩国股市冲向8000点的狂奔。KOSPI当天盘中最大跌幅超过7%，三星和SK海力士蒸发了数十万亿韩元市值。触发这场震荡的，只是韩国总统首席政策顾问的一个问题：三星和SK海力士一季度净利润分别暴增755%和398%，AI带来的这笔超额利润，凭什么不分给全体国民（“公民红利”）？这不是一次正常的市场调整。“公民红利”至今没有任何定义，而一个没有定义的词悬在空中，才是这个...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3772076\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/62f0e0b038a04980222980c7ac9bba49","relate_stocks":{"07747":"南方两倍做多三星电子","07709":"XL二南方海力士","FLKR":"Franklin FTSE South Korea ETF","EWY":"韩国ETF-iShares MSCI","KORU":"3倍做多韩国ETF-Direxion","KDEF":"PLUS Korea Defense Industry Index ETF"},"source_url":"https://wallstreetcn.com/articles/3772076","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150444551","content_text":"一条Facebook帖子，打断了韩国股市冲向8000点的狂奔。KOSPI当天盘中最大跌幅超过7%，三星和SK海力士蒸发了数十万亿韩元市值。触发这场震荡的，只是韩国总统首席政策顾问的一个问题：三星和SK海力士一季度净利润分别暴增755%和398%，AI带来的这笔超额利润，凭什么不分给全体国民（“公民红利”）？这不是一次正常的市场调整。“公民红利”至今没有任何定义，而一个没有定义的词悬在空中，才是这个故事真正的风险所在。一条帖子，让8000点的庆功宴提前散场5月11日，KOSPI触发熔断，收涨5%，SK海力士市值突破1000万亿韩元大关。12日一早，延续前日的亢奋，KOSPI继续冲高至7999.68点——离历史性的\"八千点大关\"只差0.03%。然后，韩国总统政策室长金容范的Facebook帖子出现了：如果AI基础设施供应链的战略地位创造了结构性繁荣、并带来历史级别的超额税收，那么如何使用这笔钱，不是一道选择题，而是理应认真思考的设计题。——가칭 '국민배당금' 원칙 제안（提议设立\"国民红利\"原则）市场读出的版本只有四个字：征税三星。两家公司的财报就摆在那里：SK海力士一季度净利润40.35万亿韩元，同比+398%，营业利润率72%；三星一季度营业利润57.2万亿韩元，同比+755%，刚刚跻身万亿美元市值俱乐部。\"超额利润\"这个词对着这两张财报，没有任何歧义。KOSPI从7999点直接跌穿7400点，日内最大跌幅超过7%。\"超额税收\"是没有刻度的尺子，这才是关键风险数小时后，金容范补充说明：资金来源是AI繁荣带来的\"超额税收\"，不是直接向企业征税的新机制。KOSPI止跌，收盘跌幅收窄至2.29%（收7643.15点）。Mirae Asset前1%的交易员逢低买入三星和SK海力士。但\"超额税收\"这四个字，是一把没有刻度的尺子，它有两种截然不同的解读。温和版本：韩国法人税因AI景气自然超收，政府将超收部分纳入一般预算、定向补贴低收入群体——这对三星和SK海力士的实际利润没有任何影响，只是财政资金的流向调整。激进版本：以某个利润率或ROE阈值为基准，对超出部分单独征收\"超额利润税\"，类似挪威对石油公司78%的特别石油税——这将是韩国史上针对科技企业最重的税收机制，对三星和SK海力士的EPS影响将是结构性的。今天的澄清只确认了\"不直接对企业征税\"，但没有排除未来设立任何新机制。两种解读之间的巨大空间，就是KOSPI收盘仍跌2.29%而不是回到平盘的原因——市场既没有定价最坏，也没有相信一切正常。42.2%的集中度，是政策风险的天然放大器今天的闪崩幅度，同样也是KOSPI自身结构的产物。三星和SK海力士合计占KOSPI市值42.2%，历史最高，较2025年初22.6%近乎翻倍——两只股票的重量几乎等于整个指数的一半。而如果考虑整个“三星系”，二者在KOSPI指数中的市值权重合计已经超过了50%。这个结构意味着：任何明确或暗示针对三星、SK海力士的政策信号，都会以超出基本面应有幅度的方式在KOSPI上放大显现。当这两只股票因为政策传闻出现4%-10%的剧烈波动时，会迅速触发程序化交易和融资盘强制平仓（Margin Call），导致指数出现“放大级”的闪崩。下一次类似发声，仅凭集中度本身，市场反应就会更快更猛。李在明的落地记录：从城南青年红利到AI国民红利很多人把金容范今天的发声理解为\"政治表态，不会落地\"。这个判断低估了李在明政府在此类议题上的执行意志。李在明是韩国有史以来对基本收入执念最深的总统，而且有一条连贯的落地记录。2016年城南市长任内，他推出韩国首个地方政府基本收入项目\"青年红利\"，向城南所有24岁年轻人每年发放100万韩元；2018-2021年京畿道知事任内，将覆盖范围扩大至全道，成为韩国历史上规模最大的基本收入试点；2025年当选总统后，7月内阁批准15.2万亿韩元全国性补贴方案，向全体国民发放至少15万韩元代金券，困难群体最高60万韩元。金容范帖子发出的时机，也经过了仔细选择：5月11日KOSPI触发熔断、SK海力士市值创历史纪录——市场情绪最亢奋、政治承受度最高的窗口。澄清来得极快，数小时内到位，说明退出预案早已备好。更值得琢磨的是这套机制本身：政策层用社交媒体发声探底，用市场反应校准边界，用澄清回收过激预期——这个循环会重复，下一次会踩得更准。多头仍可能是对的，但它的假设上多了一道裂缝Citi上周把三星目标价从30万韩元上调至46万，SK海力士从170万上调至310万。当前KOSPI多头逻辑建立在一个假设之上：政策表态不会转化为具体税收机制，AI超级周期继续。这个假设今天仍是市场主流，也可能是对的。但\"超额税收\"定义空白的含义不容小觑。如果以AI景气前（比如2023年）作为基准年，仅SK海力士一季度的净利润就超过2023年全年总和——对应的\"超额税收\"规模，哪怕按5%提取，也将超过2万亿韩元/季度。这不是对企业直接征税，但一旦形成制度，会持续强化\"国民红利\"政策扩大的政治可行性，反过来进一步压低市场对类似政策风险的承受上限。今天的2.29%，是市场给\"定义空白\"定的价。真正的决策节点是：韩国政府何时给\"超额税收\"加上一个数字或比例——从那一刻起，KOSPI的42.2%集中度会让回应速度和幅度都远超今天。","news_type":1,"symbols_score_info":{"07709":2,"07747":2,"KDEF":2,"FLKR":2,"KORU":2,"EWY":2}},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562300724823896,"gmtCreate":1778312224748,"gmtModify":1778312227168,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560818482432945","idStr":"3560818482432945"},"themes":[],"title":"","htmlText":"未来十二个月就是用未来盈利算现在的估值，股价不会涨了吗？","listText":"未来十二个月就是用未来盈利算现在的估值，股价不会涨了吗？","text":"未来十二个月就是用未来盈利算现在的估值，股价不会涨了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562300724823896","repostId":"1135015509","repostType":2,"repost":{"id":"1135015509","kind":"news","weMediaInfo":{"introduction":"中国最具影响力的财经新闻媒体《财经》携手道琼斯媒体集团，引入百年历史的《巴伦》（Barron's）独家内容，打造涵盖全球金融信息、市场动态、行业分析、公司研究及理财顾问评估的全球投资平台。","home_visible":1,"media_name":"Barrons巴伦","id":"1063202233","head_image":"https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab"},"pubTimestamp":1778310899,"share":"https://www.laohu8.com/m/news/1135015509?lang=zh_CN&edition=full","pubTime":"2026-05-09 15:14","market":"us","language":"zh","title":"存储双雄美光和闪迪持续暴涨，估值却仍不到10倍","url":"https://stock-news.laohu8.com/highlight/detail?id=1135015509","media":"Barrons巴伦","summary":"根源依旧不变：人工智能。","content":"<html><head></head><body><p>作者｜内特·沃尔夫</p><p style=\"text-align: justify;\">受一系列消息刺激，市场普遍预期存储芯片需求爆棚、供给紧缺， <a href=\"https://laohu8.com/S/MU\">美光科技</a> 与 <a href=\"https://laohu8.com/S/SNDK\">闪迪</a> 本周延续历史性大涨行情。</p><p style=\"text-align: justify;\">道琼斯市场数据显示，存储芯片大厂美光科技周五单日暴涨超15%，本周累计涨幅达到36%，创下该股自2008年以来最佳单周表现。</p><p style=\"text-align: justify;\">专攻闪存领域的闪迪周五暴涨超16%，本周累计涨幅达30%。自去年2月从西部数据分拆上市以来，其股价累计飙升超4300%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/808c6ee5af65052b6071884b0a6feeba\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">本周存储双雄股价大涨，根源依旧不变：<strong>人工智能</strong>。</p><p style=\"text-align: justify;\">各大科技巨头最新季度财报均显示，AI投资持续加码、芯片零部件供不应求，而存储芯片更是<strong>紧缺重灾区</strong>。在此背景下，闪迪上周财报轻松超出市场预期，也就不足为奇。</p><p style=\"text-align: justify;\">供应瓶颈日益收紧已导致内存价格飙升，而<strong>最新迹象是，客户主动提出愿意为增加产能买单。</strong>据路透社周四报道，多家科技公司已向韩国内存芯片制造商SK海力士提出，愿意投资其生产线并资助其购买制造设备。</p><p style=\"text-align: justify;\">SK海力士暂未回应Barron&#39;s的置评请求。</p><p style=\"text-align: justify;\"><strong>从需求端来看，AI热潮没有任何放缓迹象。</strong>仅在本周，Anthropic同意租用SpaceX的AI算力；超威半导体（AMD）报告数据中心销售额大幅跃升；阿卡迈技术公司（Akamai Technologies）则与一家未披露名称的AI模型提供商签下了价值18亿美元的基础设施协议。</p><p style=\"text-align: justify;\">法国巴黎银行分析师尼克·琼斯（Nick Jones）在周四的一份研究报告中写道：<strong>“近期各类消息均表明，AI基础设施需求依然强劲。”</strong>基础设施越多，就意味着需要更多组件，也就意味着闪迪和美光将迎来更多业务。</p><p style=\"text-align: justify;\">尽管股价大幅冲高，但投资者并非仅凭炒作。<strong>闪迪的股价约为未来12个月预期盈利的9.5倍，美光则为8.6倍。这大致与一年前分别为8倍和8.7倍的预期市盈率相当，且远低于费城半导体指数25.9倍的平均市盈率。</strong></p><p style=\"text-align: justify;\">费城半导体指数周五大涨 4.9%，整体芯片板块迎来了一个极为出色的交易日。</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>存储双雄美光和闪迪持续暴涨，估值却仍不到10倍</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n存储双雄美光和闪迪持续暴涨，估值却仍不到10倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Barrons巴伦 </p>\n<p class=\"h-time\">2026-05-09 15:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>作者｜内特·沃尔夫</p><p style=\"text-align: justify;\">受一系列消息刺激，市场普遍预期存储芯片需求爆棚、供给紧缺， <a href=\"https://laohu8.com/S/MU\">美光科技</a> 与 <a href=\"https://laohu8.com/S/SNDK\">闪迪</a> 本周延续历史性大涨行情。</p><p style=\"text-align: justify;\">道琼斯市场数据显示，存储芯片大厂美光科技周五单日暴涨超15%，本周累计涨幅达到36%，创下该股自2008年以来最佳单周表现。</p><p style=\"text-align: justify;\">专攻闪存领域的闪迪周五暴涨超16%，本周累计涨幅达30%。自去年2月从西部数据分拆上市以来，其股价累计飙升超4300%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/808c6ee5af65052b6071884b0a6feeba\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">本周存储双雄股价大涨，根源依旧不变：<strong>人工智能</strong>。</p><p style=\"text-align: justify;\">各大科技巨头最新季度财报均显示，AI投资持续加码、芯片零部件供不应求，而存储芯片更是<strong>紧缺重灾区</strong>。在此背景下，闪迪上周财报轻松超出市场预期，也就不足为奇。</p><p style=\"text-align: justify;\">供应瓶颈日益收紧已导致内存价格飙升，而<strong>最新迹象是，客户主动提出愿意为增加产能买单。</strong>据路透社周四报道，多家科技公司已向韩国内存芯片制造商SK海力士提出，愿意投资其生产线并资助其购买制造设备。</p><p style=\"text-align: justify;\">SK海力士暂未回应Barron&#39;s的置评请求。</p><p style=\"text-align: justify;\"><strong>从需求端来看，AI热潮没有任何放缓迹象。</strong>仅在本周，Anthropic同意租用SpaceX的AI算力；超威半导体（AMD）报告数据中心销售额大幅跃升；阿卡迈技术公司（Akamai Technologies）则与一家未披露名称的AI模型提供商签下了价值18亿美元的基础设施协议。</p><p style=\"text-align: justify;\">法国巴黎银行分析师尼克·琼斯（Nick Jones）在周四的一份研究报告中写道：<strong>“近期各类消息均表明，AI基础设施需求依然强劲。”</strong>基础设施越多，就意味着需要更多组件，也就意味着闪迪和美光将迎来更多业务。</p><p style=\"text-align: justify;\">尽管股价大幅冲高，但投资者并非仅凭炒作。<strong>闪迪的股价约为未来12个月预期盈利的9.5倍，美光则为8.6倍。这大致与一年前分别为8倍和8.7倍的预期市盈率相当，且远低于费城半导体指数25.9倍的平均市盈率。</strong></p><p style=\"text-align: justify;\">费城半导体指数周五大涨 4.9%，整体芯片板块迎来了一个极为出色的交易日。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3e519e5deb115e28b13aae857933bc7e","relate_stocks":{"SNDK":"闪迪","MUU":"2倍做多MU ETF-Direxion","MUD":"1倍做空MU ETF-Direxion","SNDU":"T-Rex 2X Long SNDK Daily Target ETF","MULL":"2倍做多MU ETF-GraniteShares","SNXX":"Tradr 2X Long SNDK Daily ETF","MU":"美光科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135015509","content_text":"作者｜内特·沃尔夫受一系列消息刺激，市场普遍预期存储芯片需求爆棚、供给紧缺， 美光科技 与 闪迪 本周延续历史性大涨行情。道琼斯市场数据显示，存储芯片大厂美光科技周五单日暴涨超15%，本周累计涨幅达到36%，创下该股自2008年以来最佳单周表现。专攻闪存领域的闪迪周五暴涨超16%，本周累计涨幅达30%。自去年2月从西部数据分拆上市以来，其股价累计飙升超4300%。本周存储双雄股价大涨，根源依旧不变：人工智能。各大科技巨头最新季度财报均显示，AI投资持续加码、芯片零部件供不应求，而存储芯片更是紧缺重灾区。在此背景下，闪迪上周财报轻松超出市场预期，也就不足为奇。供应瓶颈日益收紧已导致内存价格飙升，而最新迹象是，客户主动提出愿意为增加产能买单。据路透社周四报道，多家科技公司已向韩国内存芯片制造商SK海力士提出，愿意投资其生产线并资助其购买制造设备。SK海力士暂未回应Barron's的置评请求。从需求端来看，AI热潮没有任何放缓迹象。仅在本周，Anthropic同意租用SpaceX的AI算力；超威半导体（AMD）报告数据中心销售额大幅跃升；阿卡迈技术公司（Akamai Technologies）则与一家未披露名称的AI模型提供商签下了价值18亿美元的基础设施协议。法国巴黎银行分析师尼克·琼斯（Nick Jones）在周四的一份研究报告中写道：“近期各类消息均表明，AI基础设施需求依然强劲。”基础设施越多，就意味着需要更多组件，也就意味着闪迪和美光将迎来更多业务。尽管股价大幅冲高，但投资者并非仅凭炒作。闪迪的股价约为未来12个月预期盈利的9.5倍，美光则为8.6倍。这大致与一年前分别为8倍和8.7倍的预期市盈率相当，且远低于费城半导体指数25.9倍的平均市盈率。费城半导体指数周五大涨 4.9%，整体芯片板块迎来了一个极为出色的交易日。","news_type":1,"symbols_score_info":{"MU":2,"SNDK":2,"MUD":0.6,"MULL":0.6,"MUU":0.6,"SNDU":0.6,"SNXX":0.6}},"isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562080952628776,"gmtCreate":1778258508172,"gmtModify":1778258510495,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560818482432945","idStr":"3560818482432945"},"themes":[],"title":"","htmlText":"悠着点兄弟，买了不少了","listText":"悠着点兄弟，买了不少了","text":"悠着点兄弟，买了不少了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562080952628776","repostId":"562057563317088","repostType":1,"repost":{"id":562057563317088,"gmtCreate":1778253859434,"gmtModify":1778261898677,"author":{"id":"4190960833696962","authorId":"4190960833696962","name":"芳芳Fancy","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4190960833696962","idStr":"4190960833696962"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/SNDK 20260508 1400.0 PUT\">$SNDK 20260508 1400.0 PUT$&nbsp;</a>","listText":"<a href=\"https://laohu8.com/OPT/SNDK 20260508 1400.0 PUT\">$SNDK 20260508 1400.0 PUT$&nbsp;</a>","text":"$SNDK 20260508 1400.0 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20260515 10.0 CALL\">$SNDQ 20260515 10.0 CALL$</a> 造孽，敢去空美股当红炸子鸡，趋势为王啊，相信光，相信算力，相信存储","text":"$SNDQ 20260515 10.0 CALL$ 造孽，敢去空美股当红炸子鸡，趋势为王啊，相信光，相信算力，相信存储","images":[{"img":"https://static.tigerbbs.com/606004bef0d933f704525510736e0a1f","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562060597323280","isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":562015892657408,"gmtCreate":1778242615841,"gmtModify":1778242618032,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560818482432945","idStr":"3560818482432945"},"themes":[],"title":"","htmlText":"不差钱","listText":"不差钱","text":"不差钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562015892657408","repostId":"1160749096","repostType":2,"repost":{"id":"1160749096","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1778206883,"share":"https://www.laohu8.com/m/news/1160749096?lang=zh_CN&edition=full","pubTime":"2026-05-08 10:21","market":"sg","language":"zh","title":"异动解读 | SK海力士对投资提案态度谨慎引发市场担忧，南方两倍做多海力士盘中大跌5.05%","url":"https://stock-news.laohu8.com/highlight/detail?id=1160749096","media":"异动解读","summary":"南方两倍做多海力士今日盘中出现大幅下挫，跌幅达5.05%，市场关注度显著提升。消息面上，其追踪的标的公司SK海力士成为焦点。然而，消息人士指出，SK海力士由于手头宽裕且不愿受制于特定买方，对这些财务承诺态度谨慎。SK海力士方面拒绝透露合同细节，但表示正在全面检讨各种不同于传统长期协议的方案。","content":"<p>南方两倍做多海力士今日盘中出现大幅下挫，跌幅达5.05%，市场关注度显著提升。</p><p>消息面上，其追踪的标的公司SK海力士成为焦点。据路透社独家报道，全球科技巨头为应对芯片短缺，正积极拉拢SK海力士，提出了包括投资其新生产线及出资协助购买昂贵制造设备（如极紫外光刻机）等一系列方案。然而，消息人士指出，SK海力士由于手头宽裕且不愿受制于特定买方，对这些财务承诺态度谨慎。市场分析认为，在人工智能热潮推动芯片需求激增的背景下，SK海力士的谨慎姿态可能引发投资者对其未来产能扩张速度与市场份额获取能力的担忧，进而影响了与其股价挂钩的杠杆产品表现。</p><p>SK海力士方面拒绝透露合同细节，但表示正在全面检讨各种不同于传统长期协议的方案。该公司的表态与行业动态，直接牵动着相关杠杆产品的价格波动。</p>","source":"ai_movement_cn","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 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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异动解读 | SK海力士对投资提案态度谨慎引发市场担忧，南方两倍做多海力士盘中大跌5.05%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2026-05-08 10:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>南方两倍做多海力士今日盘中出现大幅下挫，跌幅达5.05%，市场关注度显著提升。</p><p>消息面上，其追踪的标的公司SK海力士成为焦点。据路透社独家报道，全球科技巨头为应对芯片短缺，正积极拉拢SK海力士，提出了包括投资其新生产线及出资协助购买昂贵制造设备（如极紫外光刻机）等一系列方案。然而，消息人士指出，SK海力士由于手头宽裕且不愿受制于特定买方，对这些财务承诺态度谨慎。市场分析认为，在人工智能热潮推动芯片需求激增的背景下，SK海力士的谨慎姿态可能引发投资者对其未来产能扩张速度与市场份额获取能力的担忧，进而影响了与其股价挂钩的杠杆产品表现。</p><p>SK海力士方面拒绝透露合同细节，但表示正在全面检讨各种不同于传统长期协议的方案。该公司的表态与行业动态，直接牵动着相关杠杆产品的价格波动。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"07709":"XL二南方海力士"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160749096","content_text":"南方两倍做多海力士今日盘中出现大幅下挫，跌幅达5.05%，市场关注度显著提升。消息面上，其追踪的标的公司SK海力士成为焦点。据路透社独家报道，全球科技巨头为应对芯片短缺，正积极拉拢SK海力士，提出了包括投资其新生产线及出资协助购买昂贵制造设备（如极紫外光刻机）等一系列方案。然而，消息人士指出，SK海力士由于手头宽裕且不愿受制于特定买方，对这些财务承诺态度谨慎。市场分析认为，在人工智能热潮推动芯片需求激增的背景下，SK海力士的谨慎姿态可能引发投资者对其未来产能扩张速度与市场份额获取能力的担忧，进而影响了与其股价挂钩的杠杆产品表现。SK海力士方面拒绝透露合同细节，但表示正在全面检讨各种不同于传统长期协议的方案。该公司的表态与行业动态，直接牵动着相关杠杆产品的价格波动。","news_type":1,"symbols_score_info":{"07709":1}},"isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561712178025440,"gmtCreate":1778168462562,"gmtModify":1778168474606,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560818482432945","idStr":"3560818482432945"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$&nbsp;</a> 只想说，168的高通没有珍惜至少曾经拥有过","listText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$&nbsp;</a> 只想说，168的高通没有珍惜至少曾经拥有过","text":"$高通(QCOM)$ 只想说，168的高通没有珍惜至少曾经拥有过","images":[{"img":"https://static.tigerbbs.com/0f4c0c226c41cde4a3cb0fd5004df76c","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/561712178025440","isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3560818482432945","idStr":"3560818482432945"},"content":"168买了又卖了，补黄金保证金，还是吃了资金少的亏啊","text":"168买了又卖了，补黄金保证金，还是吃了资金少的亏啊","html":"168买了又卖了，补黄金保证金，还是吃了资金少的亏啊"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":561246840518224,"gmtCreate":1778054877206,"gmtModify":1778054879469,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560818482432945","idStr":"3560818482432945"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 早上是不是才四个点这会怎么又十六个点了，谁知道？","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 早上是不是才四个点这会怎么又十六个点了，谁知道？","text":"$美国超微公司(AMD)$ 早上是不是才四个点这会怎么又十六个点了，谁知道？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561246840518224","isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561120504550328,"gmtCreate":1778024010192,"gmtModify":1778024012662,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560818482432945","idStr":"3560818482432945"},"themes":[],"title":"","htmlText":"真是难以想象","listText":"真是难以想象","text":"真是难以想象","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561120504550328","repostId":"2633296569","repostType":2,"repost":{"id":"2633296569","kind":"live","pubTimestamp":1778012325,"share":"https://www.laohu8.com/m/news/2633296569?lang=zh_CN&edition=full","pubTime":"2026-05-06 04:18","market":"us","language":"zh","title":"超微电脑第三财季调整后每股收益0.84美元，同比大增超170%","url":"https://stock-news.laohu8.com/highlight/detail?id=2633296569","media":"智通财经","summary":"超微电脑2026财年第三财季销售额102亿美元，上一财年同期为46亿美元；调整后每股收益 0.84 美元，高出分析师一致预期的0.62美元，较去年同期的每股收益 0.31 美元同比大增 170.97%","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>2026财年第三财季销售额102亿美元，上一财年同期为46亿美元；调整后每股收益 0.84 美元，高出分析师一致预期的0.62美元，较去年同期的每股收益 0.31 美元同比大增 170.97%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c0d0054b51ac6402f90c28699d28b70\" title=\"\" tg-width=\"1187\" tg-height=\"476\"/></p><h2 id=\"id_3941912607\">展望</h2><p>公司预计2026财年第四季度（截至2026年6月30日）净销售额将在110亿美元至125亿美元之间，GAAP摊薄后每股净收益为0.53美元至0.67美元，非GAAP摊薄后每股净收益为0.65美元至0.79美元。</p><p>公司对GAAP和非GAAP摊薄后每股净收益的预测分别基于约19.4%和20.4%的税率，以及GAAP摊薄后股份总数为6.95亿股、非GAAP摊薄后股份总数为7.12亿股的假设。</p><p>据悉，部分客户因电力配置、冷却系统等基础设施未能如期就位，导致服务器交付时间表被迫调整。公司管理层指出，相关订单并未取消，只是交付周期需要顺延至下个财季。目前超微电脑正与客户紧密合作，加速场地验收流程，确保设备到位后能快速完成部署。</p><p style=\"text-align: start;\">首席执行官特别说明，人工智能服务器需求依然强劲，积压订单规模持续扩大。此次营收确认的延迟仅涉及时间节点问题，对全年业绩指引维持不变。公司预计第四财季将迎来显著反弹，届时延迟交付的订单将集中确认收入。</p><p>超微电脑盘后股价大涨超17%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c267901789dfb3b672861e76a0350608\" title=\"\" tg-width=\"540\" tg-height=\"165\"/></p></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\" 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>超微电脑第三财季调整后每股收益0.84美元，同比大增超170%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n超微电脑第三财季调整后每股收益0.84美元，同比大增超170%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-06 04:18 北京时间&nbsp;&nbsp;&nbsp;<a 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>超微电脑2026财年第三财季销售额102亿美元，上一财年同期为46亿美元；调整后每股收益 0.84 美元，高出分析师一致预期的0.62美元，较去年同期的每股收益 0.31 美元同比大增 170.97%。展望公司预计2026财年第四季度（截至2026年6月30日）净销售额将在110亿美元至125亿美元之间，GAAP摊薄后每股净收益为0.53美元至0.67美元，非GAAP摊薄后每股净收益为0.65美元...</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":"https://static.tigerbbs.com/dfec884e715459d0d0ac8c334542a665","relate_stocks":{"CHPS":"XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF","SMYY":"GraniteShares YieldBOOST SMCI ETF","SMCY":"SMCI期权收益策略ETF-YieldMax","SMCL":"2倍做多SMCI ETF-Graniteshares","SMCX":"2倍做多SMCI ETF-Defiance","SMCC":"Defiance Leveraged Long + Income SMCI ETF","SMCZ":"2倍做空SMCI ETF-Defiance","FTXL":"First Trust Nasdaq Semiconductor ETF","SMCI":"超微电脑"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2633296569","content_text":"超微电脑2026财年第三财季销售额102亿美元，上一财年同期为46亿美元；调整后每股收益 0.84 美元，高出分析师一致预期的0.62美元，较去年同期的每股收益 0.31 美元同比大增 170.97%。展望公司预计2026财年第四季度（截至2026年6月30日）净销售额将在110亿美元至125亿美元之间，GAAP摊薄后每股净收益为0.53美元至0.67美元，非GAAP摊薄后每股净收益为0.65美元至0.79美元。公司对GAAP和非GAAP摊薄后每股净收益的预测分别基于约19.4%和20.4%的税率，以及GAAP摊薄后股份总数为6.95亿股、非GAAP摊薄后股份总数为7.12亿股的假设。据悉，部分客户因电力配置、冷却系统等基础设施未能如期就位，导致服务器交付时间表被迫调整。公司管理层指出，相关订单并未取消，只是交付周期需要顺延至下个财季。目前超微电脑正与客户紧密合作，加速场地验收流程，确保设备到位后能快速完成部署。首席执行官特别说明，人工智能服务器需求依然强劲，积压订单规模持续扩大。此次营收确认的延迟仅涉及时间节点问题，对全年业绩指引维持不变。公司预计第四财季将迎来显著反弹，届时延迟交付的订单将集中确认收入。超微电脑盘后股价大涨超17%。","news_type":1,"symbols_score_info":{"SMCC":0.6,"SMCL":0.6,"SMCZ":0.6,"SMYY":0.6,"SMCI":2,"SMCX":0.6,"SMCY":0.6,"CHPS":1.1,"FTXL":1.1}},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561016328983104,"gmtCreate":1777998674921,"gmtModify":1777998687415,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560818482432945","idStr":"3560818482432945"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/MGC2606\">$微黄金2606(MGC2606)$</a> 黄金变味了，易跌难涨，不好搞了","listText":"<a href=\"https://laohu8.com/FUT/MGC2606\">$微黄金2606(MGC2606)$</a> 黄金变味了，易跌难涨，不好搞了","text":"$微黄金2606(MGC2606)$ 黄金变味了，易跌难涨，不好搞了","images":[{"img":"https://static.tigerbbs.com/adad57a1f4e0fbf4c3a96833b6bcd55d","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561016328983104","isVote":1,"tweetType":1,"viewCount":1009,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":560838644335808,"gmtCreate":1777955200251,"gmtModify":1777955266851,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560818482432945","idStr":"3560818482432945"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/MGC2606\">$微黄金2606(MGC2606)$</a> 还有救吗？变成不认识的大黄了，之前战争都可以到4850，现在停战变成4550了，怎么办？","listText":"<a href=\"https://laohu8.com/FUT/MGC2606\">$微黄金2606(MGC2606)$</a> 还有救吗？变成不认识的大黄了，之前战争都可以到4850，现在停战变成4550了，怎么办？","text":"$微黄金2606(MGC2606)$ 还有救吗？变成不认识的大黄了，之前战争都可以到4850，现在停战变成4550了，怎么办？","images":[{"img":"https://static.tigerbbs.com/6c4696bfa0a8112a01dff78deca60ecc","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560838644335808","isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":560470141924656,"gmtCreate":1777865308388,"gmtModify":1777865310617,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560818482432945","idStr":"3560818482432945"},"themes":[],"title":"","htmlText":"该涨了吧，轮也轮到了","listText":"该涨了吧，轮也轮到了","text":"该涨了吧，轮也轮到了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560470141924656","repostId":"1195421572","repostType":2,"repost":{"id":"1195421572","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":1777864729,"share":"https://www.laohu8.com/m/news/1195421572?lang=zh_CN&edition=full","pubTime":"2026-05-04 11:18","market":"hk","language":"zh","title":"港股异动 | 恒生科技指数大涨3.7%，小米集团涨超10%，阿里巴巴涨超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1195421572","media":"老虎资讯综合","summary":"百度、快手涨超5%，美团涨超3%，腾讯涨超2%。","content":"<html><head></head><body><p>周一，港股在5月首个交易日中表现强势，其中恒生科技指数盘中大涨3.7%。热门科技股普涨， <a href=\"https://laohu8.com/S/01810\">小米集团-W</a> 涨超10%， <a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a> 涨超6%， <a href=\"https://laohu8.com/S/09888\">百度集团-SW</a> 、 <a href=\"https://laohu8.com/S/01024\">快手-W</a> 涨超5%， <a href=\"https://laohu8.com/S/03690\">美团-W</a> 涨超3%， <a href=\"https://laohu8.com/S/00700\">腾讯控股</a> 涨超2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad27a61a269fb47d0224988562b37dd0\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 恒生科技指数大涨3.7%，小米集团涨超10%，阿里巴巴涨超6%</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港股异动 | 恒生科技指数大涨3.7%，小米集团涨超10%，阿里巴巴涨超6%\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\">2026-05-04 11:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一，港股在5月首个交易日中表现强势，其中恒生科技指数盘中大涨3.7%。热门科技股普涨， <a href=\"https://laohu8.com/S/01810\">小米集团-W</a> 涨超10%， <a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a> 涨超6%， <a href=\"https://laohu8.com/S/09888\">百度集团-SW</a> 、 <a href=\"https://laohu8.com/S/01024\">快手-W</a> 涨超5%， <a href=\"https://laohu8.com/S/03690\">美团-W</a> 涨超3%， <a href=\"https://laohu8.com/S/00700\">腾讯控股</a> 涨超2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad27a61a269fb47d0224988562b37dd0\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"03690":"美团-W","01810":"小米集团-W","03417":"AGX恒科备兑","09888":"百度集团-SW","03088":"华夏恒生科技","09067":"安硕恒生科技-U","09988":"阿里巴巴-W","03033":"南方恒生科技","07552":"XI二南方恒科","09088":"华夏恒生科技-U","02837":"GX恒生科技","HSTECH":"恒生科技指数","03423":"招商恒生科技","07226":"XL二南方恒科","00700":"腾讯控股","03067":"安硕恒生科技","03032":"恒生科技ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195421572","content_text":"周一，港股在5月首个交易日中表现强势，其中恒生科技指数盘中大涨3.7%。热门科技股普涨， 小米集团-W 涨超10%， 阿里巴巴-W 涨超6%， 百度集团-SW 、 快手-W 涨超5%， 美团-W 涨超3%， 腾讯控股 涨超2%。","news_type":1,"symbols_score_info":{"03067":0.6,"03088":0.6,"07552":0.6,"09067":0.6,"09988":2,"03690":2,"01810":2,"02837":0.6,"03417":0.6,"03032":0.6,"03423":0.6,"09088":0.6,"HSTECH":2,"03033":0.6,"07226":0.6,"00700":2,"09888":2}},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560456598823320,"gmtCreate":1777862010265,"gmtModify":1777864194297,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560818482432945","idStr":"3560818482432945"},"themes":[],"title":"","htmlText":"神经了吗？我刚卖了","listText":"神经了吗？我刚卖了","text":"神经了吗？我刚卖了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560456598823320","repostId":"2632984251","repostType":2,"repost":{"id":"2632984251","kind":"news","pubTimestamp":1777859411,"share":"https://www.laohu8.com/m/news/2632984251?lang=zh_CN&edition=full","pubTime":"2026-05-04 09:50","market":"hk","language":"zh","title":"港股异动 | 小米集团涨超9%，小米汽车4月交付量超3万，新一代SU7锁单已超7万","url":"https://stock-news.laohu8.com/highlight/detail?id=2632984251","media":"智通财经","summary":"增速创年度新高。","content":"<html><head></head><body><p>周一，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>表现强劲，盘中涨超9%。消息面上，5月1日，小米汽车公布，4月交付量超过3万辆，环比增长50%，增速创年度新高。2026年首四个月，<a href=\"https://laohu8.com/S/81810\">小米</a>汽车累计交付量达到10.9万辆，同比增长11%。5月2日，小米创办人、董事长兼CEO雷军宣布，新一代SU7锁单已超过7万台。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad25f3be4a1dfd2727f543548bad4f53\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></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>港股异动 | 小米集团涨超9%，小米汽车4月交付量超3万，新一代SU7锁单已超7万</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港股异动 | 小米集团涨超9%，小米汽车4月交付量超3万，新一代SU7锁单已超7万\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-04 09:50 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1437750.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周一，小米集团-W表现强劲，盘中涨超9%。消息面上，5月1日，小米汽车公布，4月交付量超过3万辆，环比增长50%，增速创年度新高。2026年首四个月，小米汽车累计交付量达到10.9万辆，同比增长11%。5月2日，小米创办人、董事长兼CEO雷军宣布，新一代SU7锁单已超过7万台。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1437750.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU1720050803.USD":"安联全方位中国股票基金","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","BK1610":"ETF&股票定投概念","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0149721374.USD":"HSBC GIF 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n消息人士：伊朗预计将很快提交修订版和平提案\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\">2026-04-28 23:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月28日，据知情人士向CNN透露，在美国总统特朗普表示不接受早前版本的提议后，调解进程中的巴基斯坦方面预计将在未来几天内收到伊朗旨在结束战争的一份修订版提议。知情人士称，伊朗外长阿拉格齐在对俄罗斯进行访问后将返回德黑兰，预计他将与该国领导人进行磋商。由于与最高领袖穆杰塔巴·哈梅内伊（其下落保密）沟通存在困难，这一过程进展缓慢。特朗普此前已表示，他不会接受伊朗上周末提交的那个版本——该版本提议先结束战争，而将与伊朗核计划相关的棘手问题留到后续阶段解决。知情人士表示，这一进程仍在推进中，且充满变数，很大程度上取决于伊朗是否会提出一份美方更能接受的修订版提议。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/722d11bf4969293456955d43d37c93bd","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124107328","content_text":"4月28日，据知情人士向CNN透露，在美国总统特朗普表示不接受早前版本的提议后，调解进程中的巴基斯坦方面预计将在未来几天内收到伊朗旨在结束战争的一份修订版提议。知情人士称，伊朗外长阿拉格齐在对俄罗斯进行访问后将返回德黑兰，预计他将与该国领导人进行磋商。由于与最高领袖穆杰塔巴·哈梅内伊（其下落保密）沟通存在困难，这一过程进展缓慢。特朗普此前已表示，他不会接受伊朗上周末提交的那个版本——该版本提议先结束战争，而将与伊朗核计划相关的棘手问题留到后续阶段解决。知情人士表示，这一进程仍在推进中，且充满变数，很大程度上取决于伊朗是否会提出一份美方更能接受的修订版提议。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559568594855752,"gmtCreate":1777645200095,"gmtModify":1777645222524,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/MCL2606\">$微型WTI原油2606(MCL2606)$</a> 这个波动真是够大，要赚钱经历的回撤也不小，才能换取盈利前进那么点","listText":"<a href=\"https://laohu8.com/FUT/MCL2606\">$微型WTI原油2606(MCL2606)$</a> 这个波动真是够大，要赚钱经历的回撤也不小，才能换取盈利前进那么点","text":"$微型WTI原油2606(MCL2606)$ 这个波动真是够大，要赚钱经历的回撤也不小，才能换取盈利前进那么点","images":[{"img":"https://static.tigerbbs.com/8453e3e6a2acc52e2d5d5d36a6359122","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559568594855752","isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":410283162026032,"gmtCreate":1741176441368,"gmtModify":1741176445381,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"哪位高手解答一下这账上要留多少钱？要换成美元吗","listText":"哪位高手解答一下这账上要留多少钱？要换成美元吗","text":"哪位高手解答一下这账上要留多少钱？要换成美元吗","images":[{"img":"https://static.tigerbbs.com/1d6fd3e740c375575f1caba1d2d4f5c8"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/410283162026032","repostId":"1161530603","repostType":4,"repost":{"id":"1161530603","kind":"news","weMediaInfo":{"introduction":"期权策略分享","home_visible":1,"media_name":"期权女巫","id":"1020040791","head_image":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1741169942,"share":"https://www.laohu8.com/m/news/1161530603?lang=zh_CN&edition=full","pubTime":"2025-03-05 18:19","market":"us","language":"zh","title":"期权女巫 | 特斯拉多空博弈激烈！可用这两种期权策略进行应对","url":"https://stock-news.laohu8.com/highlight/detail?id=1161530603","media":"期权女巫","summary":"近期 $特斯拉$ 股价震荡走低，投资者权衡关税压力、中国区销售数据疲软以及\"买家罢工\"对这家电动车巨头的影响。不过，特朗普表态拟对美产汽车贷款利息实施税收抵免为特斯拉带来利好。以下对特斯拉股票的多空前景及相关期权策略进行了深入分析。受此提振，特斯拉盘前交易涨逾2%。衍生品交易具有高风险，投资者需根据自身风险承受能力审慎决策。","content":"<html><head></head><body><p style=\"text-align: start;\">近期 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 股价震荡走低，投资者权衡关税压力、中国区销售数据疲软以及&#34;买家罢工&#34;对这家电动车巨头的影响。不过，特朗普表态拟对美产汽车贷款利息实施税收抵免为特斯拉带来利好。以下对特斯拉股票的多空前景及相关期权策略进行了深入分析。</p><h2 id=\"id_2960037794\">一、看涨逻辑</h2><ol start=\"1\" style=\"\"><li><p>特朗普力推汽车贷款利息抵税新政</p><p>特朗普在最新演讲中提出一揽子减税计划：&#34;我呼吁取消小费税、加班税和社会保障福利税。&#34;更引发市场关注的是，他计划为美国本土生产汽车的贷款利息提供税收优惠，誓言&#34;彻底激活汽车产业&#34;。受此提振，特斯拉盘前交易涨逾2%。</p></li><li><p>多重优惠刺激需求回暖</p></li></ol><p>面对2025年一季度销售放缓压力，特斯拉祭出组合拳：</p><ul style=\"\"><li><p>2月28日后购买Foundation系列Cybertruck电动皮卡可享终身免费超充</p></li><li><p>Model 3提供0首付0利率金融方案</p></li><li><p>老款Model Y清仓折扣<br/>虽然促销手段折射需求不及预期，但投资者将其解读为积极信号，周三盘前大涨显示市场看好二季度销售复苏。</p></li></ul><h3 id=\"id_1406604143\">看涨期权策略：看涨期权牛市价差组合</h3><p><strong>结构</strong>：</p><p>‌‌<a href=\"https://laohu8.com/OPT/TSELLLA 20250314 265.0 CALL BUY 1 | TSELLLA 20250314 275.0 CALL SELL 1\" title=\"$TSLA 跨價 250314 265C/275C$  \" class=\"immutable-element\">$TSLA 跨價 250314 265C/275C$  </a>‌</p><ul style=\"\"><li><p>买入行权价为265美元的看涨期权（3月14日到期）</p></li><li><p>卖出行权价为275美元的看涨期权（3月14日到期）</p></li><li><p>最大收益：464美元</p></li><li><p>盈亏平衡点：270.36美元</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/de4603e1267b3e3a988c9f481d3a6681\" tg-width=\"1170\" tg-height=\"1419\"/></p><p><br/><strong>逻辑：</strong>在风险可控的前提下押注股价上涨至分析师一致目标价（335.98美元）。</p><h2 id=\"id_2293261659\">二、看空逻辑</h2><ol start=\"1\" style=\"\"><li><p>多地市场销量滑坡</p></li></ol><ul style=\"\"><li><p>法国市场2月销量同比暴跌26%</p></li><li><p>特斯拉2月在华销量（含出口）仅3.06万辆，同比锐减49%</p></li><li><p>特斯拉在美国、欧洲和中国三大市场均表现疲软，三地销量同比均下滑。</p></li></ul><ol start=\"2\" style=\"\"><li><p>&#34;买家罢工&#34;现象发酵</p><p>摩根士丹利分析师亚当·乔纳斯在周一报告中称，销售疲软反映了“买家罢工”现象——CEO埃隆·马斯克日益政治化的行为疏远了特斯拉的核心客户群（倾向环保的左翼消费者）。</p></li></ol><h3 id=\"id_115199486\">看跌期权策略：看跌期权熊市价差组合</h3><p style=\"text-align: start;\"><strong>结构：</strong></p><p><a href=\"https://laohu8.com/OPT/TSELLLA 20250314 265.0 PUT SELL 1 | TSELLLA 20250314 275.0 PUT BUY 1\" title=\"$TSLA 跨價 250314 265P/275P$  \" class=\"immutable-element\">$TSLA 跨價 250314 265P/275P$  </a>‌</p><ul style=\"\"><li><p style=\"text-align: start;\">买入行权价为275美元的看跌期权（3月14日到期）</p></li><li><p style=\"text-align: start;\">卖出行权价为265美元的看跌期权（3月14日到期）</p></li><li><p style=\"text-align: start;\">最大收益：474.5美元</p></li><li><p style=\"text-align: start;\">盈亏平衡点：270.26美元</p></li></ul><p style=\"text-align: start;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cc9ee5d8a35cc4ebd2746f73cff6b509\" tg-width=\"1170\" tg-height=\"1385\"/></p><p style=\"text-align: start;\">逻辑：对冲资金净流出（5日2.7亿美元）背景下测试262.84美元支撑位的下行风险</p><p style=\"text-align: start;\">注：本文内容仅供参考，不构成投资建议。衍生品交易具有高风险，投资者需根据自身风险承受能力审慎决策。</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>期权女巫 | 特斯拉多空博弈激烈！可用这两种期权策略进行应对</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期权女巫 | 特斯拉多空博弈激烈！可用这两种期权策略进行应对\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020040791\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">期权女巫 </p>\n<p class=\"h-time\">2025-03-05 18:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">近期 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 股价震荡走低，投资者权衡关税压力、中国区销售数据疲软以及&#34;买家罢工&#34;对这家电动车巨头的影响。不过，特朗普表态拟对美产汽车贷款利息实施税收抵免为特斯拉带来利好。以下对特斯拉股票的多空前景及相关期权策略进行了深入分析。</p><h2 id=\"id_2960037794\">一、看涨逻辑</h2><ol start=\"1\" style=\"\"><li><p>特朗普力推汽车贷款利息抵税新政</p><p>特朗普在最新演讲中提出一揽子减税计划：&#34;我呼吁取消小费税、加班税和社会保障福利税。&#34;更引发市场关注的是，他计划为美国本土生产汽车的贷款利息提供税收优惠，誓言&#34;彻底激活汽车产业&#34;。受此提振，特斯拉盘前交易涨逾2%。</p></li><li><p>多重优惠刺激需求回暖</p></li></ol><p>面对2025年一季度销售放缓压力，特斯拉祭出组合拳：</p><ul style=\"\"><li><p>2月28日后购买Foundation系列Cybertruck电动皮卡可享终身免费超充</p></li><li><p>Model 3提供0首付0利率金融方案</p></li><li><p>老款Model Y清仓折扣<br/>虽然促销手段折射需求不及预期，但投资者将其解读为积极信号，周三盘前大涨显示市场看好二季度销售复苏。</p></li></ul><h3 id=\"id_1406604143\">看涨期权策略：看涨期权牛市价差组合</h3><p><strong>结构</strong>：</p><p>‌‌<a href=\"https://laohu8.com/OPT/TSELLLA 20250314 265.0 CALL BUY 1 | TSELLLA 20250314 275.0 CALL SELL 1\" title=\"$TSLA 跨價 250314 265C/275C$  \" class=\"immutable-element\">$TSLA 跨價 250314 265C/275C$  </a>‌</p><ul style=\"\"><li><p>买入行权价为265美元的看涨期权（3月14日到期）</p></li><li><p>卖出行权价为275美元的看涨期权（3月14日到期）</p></li><li><p>最大收益：464美元</p></li><li><p>盈亏平衡点：270.36美元</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/de4603e1267b3e3a988c9f481d3a6681\" tg-width=\"1170\" tg-height=\"1419\"/></p><p><br/><strong>逻辑：</strong>在风险可控的前提下押注股价上涨至分析师一致目标价（335.98美元）。</p><h2 id=\"id_2293261659\">二、看空逻辑</h2><ol start=\"1\" style=\"\"><li><p>多地市场销量滑坡</p></li></ol><ul style=\"\"><li><p>法国市场2月销量同比暴跌26%</p></li><li><p>特斯拉2月在华销量（含出口）仅3.06万辆，同比锐减49%</p></li><li><p>特斯拉在美国、欧洲和中国三大市场均表现疲软，三地销量同比均下滑。</p></li></ul><ol start=\"2\" style=\"\"><li><p>&#34;买家罢工&#34;现象发酵</p><p>摩根士丹利分析师亚当·乔纳斯在周一报告中称，销售疲软反映了“买家罢工”现象——CEO埃隆·马斯克日益政治化的行为疏远了特斯拉的核心客户群（倾向环保的左翼消费者）。</p></li></ol><h3 id=\"id_115199486\">看跌期权策略：看跌期权熊市价差组合</h3><p style=\"text-align: start;\"><strong>结构：</strong></p><p><a href=\"https://laohu8.com/OPT/TSELLLA 20250314 265.0 PUT SELL 1 | TSELLLA 20250314 275.0 PUT BUY 1\" title=\"$TSLA 跨價 250314 265P/275P$  \" class=\"immutable-element\">$TSLA 跨價 250314 265P/275P$  </a>‌</p><ul style=\"\"><li><p style=\"text-align: start;\">买入行权价为275美元的看跌期权（3月14日到期）</p></li><li><p style=\"text-align: start;\">卖出行权价为265美元的看跌期权（3月14日到期）</p></li><li><p style=\"text-align: start;\">最大收益：474.5美元</p></li><li><p style=\"text-align: start;\">盈亏平衡点：270.26美元</p></li></ul><p style=\"text-align: start;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cc9ee5d8a35cc4ebd2746f73cff6b509\" tg-width=\"1170\" tg-height=\"1385\"/></p><p style=\"text-align: start;\">逻辑：对冲资金净流出（5日2.7亿美元）背景下测试262.84美元支撑位的下行风险</p><p style=\"text-align: start;\">注：本文内容仅供参考，不构成投资建议。衍生品交易具有高风险，投资者需根据自身风险承受能力审慎决策。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/775d1226e1a74151383a7d012e179b82","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161530603","content_text":"近期 特斯拉 股价震荡走低，投资者权衡关税压力、中国区销售数据疲软以及\"买家罢工\"对这家电动车巨头的影响。不过，特朗普表态拟对美产汽车贷款利息实施税收抵免为特斯拉带来利好。以下对特斯拉股票的多空前景及相关期权策略进行了深入分析。一、看涨逻辑特朗普力推汽车贷款利息抵税新政特朗普在最新演讲中提出一揽子减税计划：\"我呼吁取消小费税、加班税和社会保障福利税。\"更引发市场关注的是，他计划为美国本土生产汽车的贷款利息提供税收优惠，誓言\"彻底激活汽车产业\"。受此提振，特斯拉盘前交易涨逾2%。多重优惠刺激需求回暖面对2025年一季度销售放缓压力，特斯拉祭出组合拳：2月28日后购买Foundation系列Cybertruck电动皮卡可享终身免费超充Model 3提供0首付0利率金融方案老款Model Y清仓折扣虽然促销手段折射需求不及预期，但投资者将其解读为积极信号，周三盘前大涨显示市场看好二季度销售复苏。看涨期权策略：看涨期权牛市价差组合结构：‌‌$TSLA 跨價 250314 265C/275C$  ‌买入行权价为265美元的看涨期权（3月14日到期）卖出行权价为275美元的看涨期权（3月14日到期）最大收益：464美元盈亏平衡点：270.36美元逻辑：在风险可控的前提下押注股价上涨至分析师一致目标价（335.98美元）。二、看空逻辑多地市场销量滑坡法国市场2月销量同比暴跌26%特斯拉2月在华销量（含出口）仅3.06万辆，同比锐减49%特斯拉在美国、欧洲和中国三大市场均表现疲软，三地销量同比均下滑。\"买家罢工\"现象发酵摩根士丹利分析师亚当·乔纳斯在周一报告中称，销售疲软反映了“买家罢工”现象——CEO埃隆·马斯克日益政治化的行为疏远了特斯拉的核心客户群（倾向环保的左翼消费者）。看跌期权策略：看跌期权熊市价差组合结构：$TSLA 跨價 250314 265P/275P$  ‌买入行权价为275美元的看跌期权（3月14日到期）卖出行权价为265美元的看跌期权（3月14日到期）最大收益：474.5美元盈亏平衡点：270.26美元逻辑：对冲资金净流出（5日2.7亿美元）背景下测试262.84美元支撑位的下行风险注：本文内容仅供参考，不构成投资建议。衍生品交易具有高风险，投资者需根据自身风险承受能力审慎决策。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":2959,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4106371827704990","authorId":"4106371827704990","name":"天上冲蜗牛","avatar":"https://static.tigerbbs.com/a79e1b5e3ff9e7fde1e71e851c611977","crmLevel":6,"crmLevelSwitch":1,"idStr":"4106371827704990","authorIdStr":"4106371827704990"},"content":"sell put 吗？","text":"sell put 吗？","html":"sell put 吗？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":507108009681600,"gmtCreate":1764836273803,"gmtModify":1764836275779,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 这只到底啥原因跌又啥原因涨起来了？","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 这只到底啥原因跌又啥原因涨起来了？","text":"$Circle Internet Corp.(CRCL)$ 这只到底啥原因跌又啥原因涨起来了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507108009681600","isVote":1,"tweetType":1,"viewCount":1189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437188372468592,"gmtCreate":1747748090072,"gmtModify":1747748091527,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 等下来了再吹牛吧，这么高吹个啥","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 等下来了再吹牛吧，这么高吹个啥","text":"$特斯拉(TSLA)$ 等下来了再吹牛吧，这么高吹个啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/437188372468592","isVote":1,"tweetType":1,"viewCount":4633,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4135341184423600","authorId":"4135341184423600","name":"kasea","avatar":"https://static.tigerbbs.com/a7ad72ac8f825be1aa2282fb4a810bf9","crmLevel":5,"crmLevelSwitch":0,"idStr":"4135341184423600","authorIdStr":"4135341184423600"},"content":"暂时下不来了。老马说了未来五年继续任职","text":"暂时下不来了。老马说了未来五年继续任职","html":"暂时下不来了。老马说了未来五年继续任职"},{"author":{"id":"3441623812793451","authorId":"3441623812793451","name":"牛牛 股","avatar":"https://static.tigerbbs.com/26f5f82adcebf9af1a2da214a2dcf7c9","crmLevel":1,"crmLevelSwitch":0,"idStr":"3441623812793451","authorIdStr":"3441623812793451"},"content":"下来了又上不去了[流泪]","text":"下来了又上不去了[流泪]","html":"下来了又上不去了[流泪]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561712178025440,"gmtCreate":1778168462562,"gmtModify":1778168474606,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$&nbsp;</a> 只想说，168的高通没有珍惜至少曾经拥有过","listText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$&nbsp;</a> 只想说，168的高通没有珍惜至少曾经拥有过","text":"$高通(QCOM)$ 只想说，168的高通没有珍惜至少曾经拥有过","images":[{"img":"https://static.tigerbbs.com/0f4c0c226c41cde4a3cb0fd5004df76c","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/561712178025440","isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"content":"168买了又卖了，补黄金保证金，还是吃了资金少的亏啊","text":"168买了又卖了，补黄金保证金，还是吃了资金少的亏啊","html":"168买了又卖了，补黄金保证金，还是吃了资金少的亏啊"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":544389209834520,"gmtCreate":1773933020838,"gmtModify":1773933033254,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/1OZ2604\">$1盎司黄金2604(1OZ2604)$</a> 造孽啊，涨跌都超出预料","listText":"<a href=\"https://laohu8.com/FUT/1OZ2604\">$1盎司黄金2604(1OZ2604)$</a> 造孽啊，涨跌都超出预料","text":"$1盎司黄金2604(1OZ2604)$ 造孽啊，涨跌都超出预料","images":[{"img":"https://static.tigerbbs.com/2f6915e3a0487541057b1621ac803498","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/544389209834520","isVote":1,"tweetType":1,"viewCount":10312,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"content":"我也一样遭受重创！","text":"我也一样遭受重创！","html":"我也一样遭受重创！"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":507113599598944,"gmtCreate":1764837628680,"gmtModify":1764837631853,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"Replying to <a href=\"https://laohu8.com/U/3472731775828650\">@不吃鱼尾的</a>:开盘甚至还从-5拉到-3呢怎么晓得要跌成这个💩样//<a href=\"https://laohu8.com/U/3472731775828650\">@不吃鱼尾的</a>:手速没跟上 手速快因该能亏提两个点走人","listText":"Replying to <a href=\"https://laohu8.com/U/3472731775828650\">@不吃鱼尾的</a>:开盘甚至还从-5拉到-3呢怎么晓得要跌成这个💩样//<a href=\"https://laohu8.com/U/3472731775828650\">@不吃鱼尾的</a>:手速没跟上 手速快因该能亏提两个点走人","text":"Replying to @不吃鱼尾的:开盘甚至还从-5拉到-3呢怎么晓得要跌成这个💩样//@不吃鱼尾的:手速没跟上 手速快因该能亏提两个点走人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/507113599598944","isVote":1,"tweetType":1,"viewCount":1421,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000197","authorId":"9000000000000197","name":"ScottGonzales","avatar":"https://static.tigerbbs.com/9cf11fbf7e9cf7863269c430ae07d7c9","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000197","authorIdStr":"9000000000000197"},"content":"手速跟不上是真的痛苦，下次挂单提前设好吧😭","text":"手速跟不上是真的痛苦，下次挂单提前设好吧😭","html":"手速跟不上是真的痛苦，下次挂单提前设好吧😭"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":421698237944168,"gmtCreate":1743984554014,"gmtModify":1743984555387,"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 坚持了几个月，280-290都没被洗掉，255跟230交出来了筹码 哎还说啥呢","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 坚持了几个月，280-290都没被洗掉，255跟230交出来了筹码 哎还说啥呢","text":"$特斯拉(TSLA)$ 坚持了几个月，280-290都没被洗掉，255跟230交出来了筹码 哎还说啥呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/421698237944168","isVote":1,"tweetType":1,"viewCount":6092,"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":"愿意止损还会站起来的","text":"愿意止损还会站起来的","html":"愿意止损还会站起来的"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}