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Yangsirisme

Yangsirisme

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IP属地：江西

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Latest

$微黄金2606(MGC2606)$ 黄金变味了，易跌难涨，不好搞了

05-05 12:26

$微黄金2606(MGC2606)$ 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 11:28

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 10:33

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

05-01

$微黄金2606(MGC2606)$ 一念地狱，一念天堂，三月份开始就是逢低做多，逢高减持，这次从4750开始抄底太急了，4700以上搞了三手，4580，4550各一手几次都提示不够保证金了，而且心态还是有点要崩，下午4577再梭哈俩手，4638卖一手，4688再卖俩手剩下的4750以上卖，当拉低平均价了，用这种忍受回撤的账面盈利多了但是忍受回撤还是挺折磨，尤其下午这莫名其妙的4630到4570再下去就真没上涨趋势了

05-01

$微型WTI原油2606(MCL2606)$ 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

04-30

怎么国内科技龙头还要跌，国外和a股科技涨那么多

港股期权｜腾讯认沽合约飙升650%，阿里榜首认沽合约布局110港元

04-28

朗子就是不知道自己姓啥了？为了自己不惜拉全世界给你擦屁股垫背，核都不想交出来，自己油库爆了就该急了吧

消息人士：伊朗预计将很快提交修订版和平提案

04-28

今天不就破1000去950了吗

NAND站上超级周期风口！ AI智能体浪潮拉爆存储需求，市场坚信闪迪业绩炸裂

04-28

意思是看好自己的股票了？不要利息都赎回

美团：提前赎回本金14.814亿美元的2028年债券

04-27

$闪迪(SNDK)$ 哥再来一次做空白银的刺激，那么现在在什么位置呢？两万点还是三万点

04-26

打到你服吧，不是什么好货

伊朗副议长：穆杰塔巴下令霍尔木兹海峡不得恢复战前状态

04-24

亚马逊有cpu了？不是电商的吗

Meta已与亚马逊签署一项数十亿美元规模的协议，将使用亚马逊CPU芯片用于人工智能

04-20

一天翻倍，只怪自己胆子小

港股异动 | 群核科技飙升110%，是全球领先的空间智能服务提供商

04-10

你就是特朗普的嘴替

哈塞特：预计霍尔木兹海峡可在两个月内开放，能源价格将迅速下降

04-08

$微黄金2606(MGC2606)$ 减了再来买，希望给机会

04-08

$微型WTI原油2605(MCL2605)$

04-08

$微型WTI原油2605(MCL2605)$ 两手115的空108和105就卖了还是低估了消息🍜一出龙头踩踏的力量

04-08

$微黄金2606(MGC2606)$几次上来又下去了，总算成交了

04-07

Taco来袭，之前哪怕不开霍尔木兹海峡也能达成协议已经表露出来特朗普耗不起了，这周已经是第五周了，轰炸基础设施简单，但是局势再升级把整个中东石油设施拖进来是特朗普不愿意看到的，等消息吧，特朗普不是冲动的人

美官员称美伊达成停火协议“希望渐灭”

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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":47,"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":{"03423":"招商恒生科技","03033":"南方恒生科技","03088":"华夏恒生科技","00700":"腾讯控股","03417":"AGX恒科备兑","07226":"南方两倍做多恒科","09988":"阿里巴巴-W","09888":"百度集团-SW","HSTECH":"恒生科技指数","03067":"安硕恒生科技","02837":"GX恒生科技","03690":"美团-W","03032":"恒生科技ETF","07552":"XI二南方恒科","09067":"安硕恒生科技-U","09088":"华夏恒生科技-U","01810":"小米集团-W"},"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":{"09888":2,"01810":2,"09088":0.6,"00700":2,"03088":0.6,"09988":2,"03423":0.6,"03417":0.6,"03067":0.6,"HSTECH":2,"07226":0.6,"02837":0.6,"03033":0.6,"03032":0.6,"07552":0.6,"03690":2,"09067":0.6}},"isVote":1,"tweetType":1,"viewCount":22,"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":"us","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":{"LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0052750758.USD":"富兰克林中国基金A Acc","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","HK0000165453.HKD":"华夏精选大中华科技基金 A类港币","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU0823040885.USD":"东方汇理新兴市场焦点股票基金","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","01810":"小米集团-W","LU0561508036.HKD":"ALLIANZ CHINA EQUITY 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一念地狱，一念天堂，三月份开始就是逢低做多，逢高减持，这次从4750开始抄底太急了，4700以上搞了三手，4580，4550各一手几次都提示不够保证金了，而且心态还是有点要崩，下午4577再梭哈俩手，4638卖一手，4688再卖俩手剩下的4750以上卖，当拉低平均价了，用这种忍受回撤的账面盈利多了但是忍受回撤还是挺折磨，尤其下午这莫名其妙的4630到4570再下去就真没上涨趋势了","images":[{"img":"https://static.tigerbbs.com/0c5a40f54ecd53445c148d15746cc63a","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559570465563064","isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"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,"authorIdStr":"3560818482432945","idStr":"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559568594855752","isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":559078554702184,"gmtCreate":1777525565229,"gmtModify":1777525567863,"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":"怎么国内科技龙头还要跌，国外和a股科技涨那么多","listText":"怎么国内科技龙头还要跌，国外和a股科技涨那么多","text":"怎么国内科技龙头还要跌，国外和a股科技涨那么多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559078554702184","repostId":"1143637427","repostType":2,"repost":{"id":"1143637427","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":1777523912,"share":"https://www.laohu8.com/m/news/1143637427?lang=zh_CN&edition=full","pubTime":"2026-04-30 12:38","market":"hk","language":"zh","title":"港股期权｜腾讯认沽合约飙升650%，阿里榜首认沽合约布局110港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1143637427","media":"老虎资讯综合","summary":"港股股票期权上午成交458252张合约。","content":"<html><head></head><body><h3 id=\"id_2372279626\">港股期权概览</h3><p>4月30日周四，港股三大指数上午低开低走，恒指跌1.23%下挫超过300点失守26000点关口，国企指数、恒生科技指数分别下跌1.28%及0.97%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/deaf231f90011541f788925205cb3d10\" title=\"\" tg-width=\"884\" tg-height=\"360\"/></p><p>港股股票期权上午成交458252张合约。腾讯、阿里巴巴、小米集团位居个股期权成交榜的前三位。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89cc6e6190aaf65bf4a236193788df48\" title=\"\" tg-width=\"633\" tg-height=\"801\"/></p><h3 id=\"id_447092050\">个股期权异动</h3><p><a href=\"https://laohu8.com/S/00700\">腾讯控股</a> 、 <a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a> 上午均跌超3%，未能实现连涨。</p><p>腾讯方面，上午排名前四的合约中，一张认购合约行权价为500港元，到期日为5月28日。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5aa1a7eedfed54d1d4898cda53a54ec5\" title=\"\" tg-width=\"768\" tg-height=\"357\"/></p><p>伴随股价走低，腾讯PUT全线大涨，一张5月8日到期的PUT，价格飙涨达650%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e6d290d8cd6512b83d40ace65052fdb\" title=\"\" tg-width=\"585\" tg-height=\"480\"/></p><p><a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a> 方面，上午排名第一的是一张认沽合约，行权价110港元，到期日为5月28日。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa49a343545f10e4362242bda748f129\" title=\"\" tg-width=\"764\" tg-height=\"417\"/></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>港股期权｜腾讯认沽合约飙升650%，阿里榜首认沽合约布局110港元</title>\n<style 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id=\"id_2372279626\">港股期权概览</h3><p>4月30日周四，港股三大指数上午低开低走，恒指跌1.23%下挫超过300点失守26000点关口，国企指数、恒生科技指数分别下跌1.28%及0.97%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/deaf231f90011541f788925205cb3d10\" title=\"\" tg-width=\"884\" tg-height=\"360\"/></p><p>港股股票期权上午成交458252张合约。腾讯、阿里巴巴、小米集团位居个股期权成交榜的前三位。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89cc6e6190aaf65bf4a236193788df48\" title=\"\" tg-width=\"633\" tg-height=\"801\"/></p><h3 id=\"id_447092050\">个股期权异动</h3><p><a href=\"https://laohu8.com/S/00700\">腾讯控股</a> 、 <a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a> 上午均跌超3%，未能实现连涨。</p><p>腾讯方面，上午排名前四的合约中，一张认购合约行权价为500港元，到期日为5月28日。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5aa1a7eedfed54d1d4898cda53a54ec5\" title=\"\" tg-width=\"768\" tg-height=\"357\"/></p><p>伴随股价走低，腾讯PUT全线大涨，一张5月8日到期的PUT，价格飙涨达650%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e6d290d8cd6512b83d40ace65052fdb\" title=\"\" tg-width=\"585\" tg-height=\"480\"/></p><p><a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a> 方面，上午排名第一的是一张认沽合约，行权价110港元，到期日为5月28日。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa49a343545f10e4362242bda748f129\" title=\"\" tg-width=\"764\" tg-height=\"417\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/35777a8f00b2be0aaa84a2081dbd8c3c","relate_stocks":{"09988":"阿里巴巴-W","00700":"腾讯控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143637427","content_text":"港股期权概览4月30日周四，港股三大指数上午低开低走，恒指跌1.23%下挫超过300点失守26000点关口，国企指数、恒生科技指数分别下跌1.28%及0.97%。港股股票期权上午成交458252张合约。腾讯、阿里巴巴、小米集团位居个股期权成交榜的前三位。个股期权异动腾讯控股 、 阿里巴巴-W 上午均跌超3%，未能实现连涨。腾讯方面，上午排名前四的合约中，一张认购合约行权价为500港元，到期日为5月28日。伴随股价走低，腾讯PUT全线大涨，一张5月8日到期的PUT，价格飙涨达650%。阿里巴巴-W 方面，上午排名第一的是一张认沽合约，行权价110港元，到期日为5月28日。","news_type":1,"symbols_score_info":{"09988":2,"00700":2}},"isVote":1,"tweetType":1,"viewCount":546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558531179557592,"gmtCreate":1777391848597,"gmtModify":1777391851143,"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":"朗子就是不知道自己姓啥了？为了自己不惜拉全世界给你擦屁股垫背，核都不想交出来，自己油库爆了就该急了吧","listText":"朗子就是不知道自己姓啥了？为了自己不惜拉全世界给你擦屁股垫背，核都不想交出来，自己油库爆了就该急了吧","text":"朗子就是不知道自己姓啥了？为了自己不惜拉全世界给你擦屁股垫背，核都不想交出来，自己油库爆了就该急了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558531179557592","repostId":"1124107328","repostType":4,"repost":{"id":"1124107328","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":1777388675,"share":"https://www.laohu8.com/m/news/1124107328?lang=zh_CN&edition=full","pubTime":"2026-04-28 23:04","market":"fut","language":"zh","title":"消息人士：伊朗预计将很快提交修订版和平提案","url":"https://stock-news.laohu8.com/highlight/detail?id=1124107328","media":"老虎资讯综合","summary":"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。","content":"<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>","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>消息人士：伊朗预计将很快提交修订版和平提案</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":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558477718582528,"gmtCreate":1777378803810,"gmtModify":1777378806210,"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":"今天不就破1000去950了吗","listText":"今天不就破1000去950了吗","text":"今天不就破1000去950了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558477718582528","repostId":"2630340377","repostType":2,"repost":{"id":"2630340377","kind":"news","pubTimestamp":1777371315,"share":"https://www.laohu8.com/m/news/2630340377?lang=zh_CN&edition=full","pubTime":"2026-04-28 18:15","market":"us","language":"zh","title":"NAND站上超级周期风口！ AI智能体浪潮拉爆存储需求，市场坚信闪迪业绩炸裂","url":"https://stock-news.laohu8.com/highlight/detail?id=2630340377","media":"智通财经","summary":"对于2026财年第三季度，市场一致预期闪迪调整后的每股收益约为14.55美元，GAAP每股收益预期则为13.82美元。该季度总营收预计将高达47.2亿美元，相比之下上年同期则仅仅约为17亿美元。Melius 的分析师们认为，人工智能热潮将推动存储需求持续增长至本十年末，美国存储芯片双雄美光与闪迪两家公司股价仍有进一步上行的牛市空间。AI引爆“存储超级周期”!","content":"<html><head></head><body><p>截至周一美股市场收盘，全球SSD存储产品领军者<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>股价延续2025年以来的无比强劲涨势，截至收盘大涨超8%，其股价自2026年初以来可谓暴涨超350%大幅跑赢全球股市基准指数，总市值接近1600亿美元。在整个2025年，闪迪股价涨幅高达惊人的580%，今年在AI基建狂潮带来的近乎无止境存储芯片需求推动之下，仍在上演“全球存储芯片神话”般的史诗级涨势，乃全球股市毋庸置疑的AI算力基础设施主题“超级大牛股”。</p><p>闪迪将于美东时间4月30日周四盘后公布其2026财年第三季度财务业绩，就在该公司万众瞩目的业绩数据发布前夕，包括<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>在内的多家华尔街金融巨头上调了它们对于闪迪的最新目标价和每股收益预期，凸显出市场普遍看好该公司业绩强势超预期且带动股价继续创新高。</p><p>由资深分析师Joseph Moore带领的摩根士丹利分析师团队在周一的一份投资者报告中表示：“目前第三方预测显示，<strong>整体NAND平均销售价格(ASP)将在第一季度大幅上涨约90%，第二季度有望上涨70%至75%，其中大型数据中心级客户eSSD表现可能相对更强劲(相较于NAND存储同行，这是闪迪特别强势的一个细分领域</strong>)。”此外，摩根士丹利将闪迪目标价从690美元大幅上调至1100美元，并维持其“增持”评级。</p><p>Moore等分析师指出：“我们仍然非常看好该股，但市场已充分理解其近期强势;要相信这种强势的持续时间，可能还需要一段时间。对我们而言，DRAM仍然是AI增长更严重的瓶颈，但NAND也将紧随其后，而更长期的数据中心企业级别预付款本身应该已经说明问题。并且相较于DRAM，NAND资本开支仍然较低，因此供应扩张并不是追赶需求的因素。”</p><p><strong>在每股收益方面，摩根士丹利将其对于闪迪的2026年预期从此前予以的41.09美元大幅上调至53.24美元，同时还将2027年预期从82.73美元大幅上调至155.06美元，将2028年每股收益预期从91.92美元上调至134.13美元。</strong></p><p>对于2026财年第三季度，市场一致预期闪迪调整后的每股收益约为14.55美元，GAAP每股收益预期则为13.82美元。该季度总营收预计将高达47.2亿美元，相比之下上年同期则仅仅约为17亿美元。</p><p>另一华尔街知名机构——即明星分析师Ben Reitzes领导的Melius分析师团队首次覆盖闪迪，<strong>并且予以“买入”评级和高达1350美元的目标股价。截至周一美股收盘，闪迪股价收于1070美元附近。Melius 的分析师们认为，人工智能热潮将推动存储需求持续增长至本十年末(即2030年)</strong>，美国存储芯片双雄<a href=\"https://laohu8.com/S/MU\">美光</a>(MU.US)与闪迪(SNDK.US)两家公司股价仍有进一步上行的牛市空间。</p><h3 id=\"id_1791676285\">中东战火压不住“AI牛市”叙事! GPU不再独霸算力主题，智能体浪潮引爆CPU与存储</h3><p>根据市场研究机构Counterpoint Research统计数据，存储市场已进入“超级牛市”或者“超级周期”阶段，当前供需与价格行情远远超越了2018年云计算热潮时期的历史高点。2026年以来，DRAM/NAND存储芯片仍在持续狂飙，研究机构TrendForce集邦咨询最新存储器价格调查显示，<strong>预估2026年第二季度整体一般型DRAM(Conventional DRAM)合约价格将环比大幅增长58%-63%(此前Conventional DRAM的Q1涨价预期为93%至98%)，NAND Flash市场持续由AI训练/推理以及广泛的数据中心相关需求所主导，全产品线连锁涨价的效应不减，预计二季度整体合约价格在第一季度上涨近100%的基数之上，将环比大幅增长70%-75%</strong>。</p><p>随着Anthropic重磅推出的Claude Cowork，以及OpenClaw这类可自主执行任务的超级AI代理工具在2026年集中爆发，这一股AI智能体(AI Agent)浪潮迅速席卷全球，AI算力架构瓶颈可谓正在从以<a href=\"https://laohu8.com/S/301365\">矩阵</a>乘加吞吐为核心的GPU，彻底转向以控制流、任务编排、内存/IO协调为核心的数据中心CPU，面向超大规模AI数据中心的高性能CPU陷入严峻供不应求态势。</p><p>在摩根士丹利等金融巨头们看来，<strong>AI算力投资主线叙事正在从“围绕AI GPU/ASIC单点算力竞赛”转向“AI智能体驱动的人工智能全栈系统”，而在这种AI主线叙事转变中，数据中心CPU与存储芯片可能是最大赢家势力。</strong></p><p>随着韩国股市基准——<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>与SK海力士占据高额权重的KOSPI韩国综合指数在地缘政治局势恶化重压之下创下历史新高，以及AI热潮最大赢家之一——有着“芯片代工之王”称号的权重股<a href=\"https://laohu8.com/S/TSM\">台积电</a>带动之下中国台湾股市也创下历史新高，加之有着“芯片股风向标”称号的费城半导体指数出现创纪录的17连涨，都令投资者们愈发坚信“AI算力投资主题”能够压倒一切市场噪音。</p><p><strong>无论是<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>主导的无比庞大TPU AI算力集群，抑或海量<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>AI GPU算力集群，均离不开需要全面集成搭载AI芯片的HBM存储系统，且除了HBM，当前<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>与OpenAI科技巨头们加速新建或扩建AI数据中心还必须大规模购置服务器级别DDR5存储以及企业级高性能SSD/HDD等存储解决方案。</strong></p><p>从底层硬件理论看，AI计算本质上不仅是被算力端限制，也被“数据搬运能力”限制。英伟达GPU也好，TPU算力体系也罢，真正决定大模型训练与推理效率的，不仅是Tensor Core/矩阵单元数量，而是每秒能以多高带宽把权重、KV cache、激活值和中间张量喂进计算核心。</p><p>站在半导体与 AI 数据中心基础设施的交叉分析视角，DRAM/NAND存储芯片之所以“完美卡位”AI 浪潮，是因为它同时吃到训练扩张与推理扩张两条主线，而且它还是跨平台、跨架构、跨生态的“通用收费站”。当AI时代从训练主导转向推理、Agent、长上下文、检索增强主导时，系统对容量、带宽、功耗效率和数据持久层的需求只会更强。</p><p>摩根士丹利预测数据显示，<strong>在2030年将额外催生15至45EB级别的DRAM存储芯片需求，规模相当于2027年全行业年供给规模的26%至77%。大摩分析师团队强调，存储芯片正在成为AI算力基础设施系统中最具“持续变现能力”的层级之一，无论是主机级别DRAM、内存接口芯片，还是CXL扩展与分层存储体系，都将成为承接长期价值的重要载体，存储芯片不再只是容量配置选项，而是直接决定AI系统工作负载效率与吞吐能力的核心组件。</strong></p><p>GPU/TPU算力再强，没有HBM提供带宽喂数、没有企业级NAND和大容量HDD承接训练检查点、向量数据库和推理数据湖，整套AI算力基础设施集群的利用率与AI工作负载效率就上不去;全球资本市场因此愿意给存储链更高估值，因为它吃到的是“量增+价升+供给长期受限”三重杠杆，而不只是单一出货增长。</p><h3 id=\"id_439864336\">AI引爆“存储超级周期”！从HBM到NAND全面短缺，闪迪与美光等存储巨头站上超级风口</h3><p>华尔街当前对于存储芯片供需动态的核心预判在于DRAM内存/NAND闪存供需错配可能延续到2028年前后，市场仍低估本轮存储芯片厂商们的盈利增长轨迹。也正因为如此，闪迪股价自2026年初以来已大幅上涨，并在过去一年出现极端级别重估——这本质上不是单纯情绪炒作，而是市场在重新给“AI驱动的存储定价权”估值。</p><p>存储芯片正在从传统“强周期商品”被市场重新定价为AI基础设施核心瓶颈资产。<strong>SK海力士最新财报几乎是这轮超级周期的样本：一季度营收约52.6万亿韩元——同比增长198%‌、环比增长约60%，营业利润约37.6万亿韩元——同比增长405%‌、环比增长约96%，标志着公司首次单季营收突破50万亿韩元大关，营业利润率更是高达‌72%‌，管理层也强调AI相关HBM需求仍显著超过产能;<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>预告一季度营业利润或达57.2万亿韩元，意味着同比约八倍增长，核心驱动力同样来自AI数据中心建设狂潮对DRAM/HBM/NAND的拉动</strong>。换句话说，AI服务器不只是需要GPU，也需要HBM做高带宽近端内存、DDR5/LPDDR5做系统内存、NAND/eSSD做数据湖与推理缓存，存储已经从“配套零部件”变成AI工厂的吞吐瓶颈。</p><p>闪迪这条线则对应NAND/SSD的高Beta重估。摩根士丹利将闪迪目标价从690美元上调至1100美元，并大幅上调2026—2028年每股收益预测，<strong>核心逻辑是NAND ASP继续上行、AI与企业SSD需求强劲、同时NAND资本开支仍偏克制，供给难以快速追上需求。Melius则进一步给出闪迪1350美元以及美光700美元的牛市目标价，认为AI正在把存储需求从短周期PC/手机驱动，改造成由云厂商、AI服务器、智能体与物理AI驱动的长期基础设施需求。市场之所以愿意给闪迪、美光这类存储芯片巨头更高估值，本质上是相信存储芯片能够从“周期制造商”彻底转向带有长期供货协议、预付款和高确定性现金流的“AI基础设施供应商”</strong>。</p><p>更有意思的是，市场投资逻辑正在从单纯“HBM溢价”扩展到传统DRAM/NAND供给短缺。<strong>传统DRAM利润率甚至开始强于HBM利润率——当DDR5、LPDDR5、企业SSD和NAND价格持续飙升时，存储芯片厂商未必愿意把所有增量资本开支都押在先进封装极度复杂、耗资庞大且良率难以扩张的HBM上，而是会在HBM、传统DRAM、NAND和先进封装之间重新计算资本回报率。</strong>换句话说，HBM仍是AI训练/海量推理工作负载的明星资产，但当前更大的超预期来自“整个存储池都短缺”，尤其是高性能DRAM与eSSD也被大规模用于AI推理工作负载，它们的需求与涨价空间可能远未完结。</p><p>大型云计算厂商、AI ASIC大客户们和服务器制造厂商们为了保证未来几年HBM、DDR5、eSSD大规模供应，确实在推动多年期协议;但在现货和合约价格每季大涨、供给可能持续紧张至2028甚至2030的环境下，存储芯片厂商更有动力保留季度议价权，或要求预付款、价格重置条款和更高保障回报。<strong>最终结果可能是——存储板块的牛市不再只是“英伟达带火HBM”，而是演变成AI资本开支持续扩张、有限晶圆扩产、先进封装瓶颈、云厂商囤货与传统存储涨价共同驱动的直至2030年左右的全栈存储超级周期。</strong></p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nNAND站上超级周期风口！ AI智能体浪潮拉爆存储需求，市场坚信闪迪业绩炸裂\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-28 18:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1435033.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>截至周一美股市场收盘，全球SSD存储产品领军者闪迪股价延续2025年以来的无比强劲涨势，截至收盘大涨超8%，其股价自2026年初以来可谓暴涨超350%大幅跑赢全球股市基准指数，总市值接近1600亿美元。在整个2025年，闪迪股价涨幅高达惊人的580%，今年在AI基建狂潮带来的近乎无止境存储芯片需求推动之下，仍在上演“全球存储芯片神话”般的史诗级涨势，乃全球股市毋庸置疑的AI算力基础设施主题“超级...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1435033.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/8473ce76ed97bc3a63417137fc1828df","relate_stocks":{"LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","MS":"摩根士丹利","SNDK":"闪迪","BK4170":"电脑硬件、储存设备及电脑周边","SNXX":"Tradr 2X Long SNDK Daily ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/1435033.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2630340377","content_text":"截至周一美股市场收盘，全球SSD存储产品领军者闪迪股价延续2025年以来的无比强劲涨势，截至收盘大涨超8%，其股价自2026年初以来可谓暴涨超350%大幅跑赢全球股市基准指数，总市值接近1600亿美元。在整个2025年，闪迪股价涨幅高达惊人的580%，今年在AI基建狂潮带来的近乎无止境存储芯片需求推动之下，仍在上演“全球存储芯片神话”般的史诗级涨势，乃全球股市毋庸置疑的AI算力基础设施主题“超级大牛股”。闪迪将于美东时间4月30日周四盘后公布其2026财年第三季度财务业绩，就在该公司万众瞩目的业绩数据发布前夕，包括摩根士丹利在内的多家华尔街金融巨头上调了它们对于闪迪的最新目标价和每股收益预期，凸显出市场普遍看好该公司业绩强势超预期且带动股价继续创新高。由资深分析师Joseph Moore带领的摩根士丹利分析师团队在周一的一份投资者报告中表示：“目前第三方预测显示，整体NAND平均销售价格(ASP)将在第一季度大幅上涨约90%，第二季度有望上涨70%至75%，其中大型数据中心级客户eSSD表现可能相对更强劲(相较于NAND存储同行，这是闪迪特别强势的一个细分领域)。”此外，摩根士丹利将闪迪目标价从690美元大幅上调至1100美元，并维持其“增持”评级。Moore等分析师指出：“我们仍然非常看好该股，但市场已充分理解其近期强势;要相信这种强势的持续时间，可能还需要一段时间。对我们而言，DRAM仍然是AI增长更严重的瓶颈，但NAND也将紧随其后，而更长期的数据中心企业级别预付款本身应该已经说明问题。并且相较于DRAM，NAND资本开支仍然较低，因此供应扩张并不是追赶需求的因素。”在每股收益方面，摩根士丹利将其对于闪迪的2026年预期从此前予以的41.09美元大幅上调至53.24美元，同时还将2027年预期从82.73美元大幅上调至155.06美元，将2028年每股收益预期从91.92美元上调至134.13美元。对于2026财年第三季度，市场一致预期闪迪调整后的每股收益约为14.55美元，GAAP每股收益预期则为13.82美元。该季度总营收预计将高达47.2亿美元，相比之下上年同期则仅仅约为17亿美元。另一华尔街知名机构——即明星分析师Ben Reitzes领导的Melius分析师团队首次覆盖闪迪，并且予以“买入”评级和高达1350美元的目标股价。截至周一美股收盘，闪迪股价收于1070美元附近。Melius 的分析师们认为，人工智能热潮将推动存储需求持续增长至本十年末(即2030年)，美国存储芯片双雄美光(MU.US)与闪迪(SNDK.US)两家公司股价仍有进一步上行的牛市空间。中东战火压不住“AI牛市”叙事! GPU不再独霸算力主题，智能体浪潮引爆CPU与存储根据市场研究机构Counterpoint Research统计数据，存储市场已进入“超级牛市”或者“超级周期”阶段，当前供需与价格行情远远超越了2018年云计算热潮时期的历史高点。2026年以来，DRAM/NAND存储芯片仍在持续狂飙，研究机构TrendForce集邦咨询最新存储器价格调查显示，预估2026年第二季度整体一般型DRAM(Conventional DRAM)合约价格将环比大幅增长58%-63%(此前Conventional DRAM的Q1涨价预期为93%至98%)，NAND Flash市场持续由AI训练/推理以及广泛的数据中心相关需求所主导，全产品线连锁涨价的效应不减，预计二季度整体合约价格在第一季度上涨近100%的基数之上，将环比大幅增长70%-75%。随着Anthropic重磅推出的Claude Cowork，以及OpenClaw这类可自主执行任务的超级AI代理工具在2026年集中爆发，这一股AI智能体(AI Agent)浪潮迅速席卷全球，AI算力架构瓶颈可谓正在从以矩阵乘加吞吐为核心的GPU，彻底转向以控制流、任务编排、内存/IO协调为核心的数据中心CPU，面向超大规模AI数据中心的高性能CPU陷入严峻供不应求态势。在摩根士丹利等金融巨头们看来，AI算力投资主线叙事正在从“围绕AI GPU/ASIC单点算力竞赛”转向“AI智能体驱动的人工智能全栈系统”，而在这种AI主线叙事转变中，数据中心CPU与存储芯片可能是最大赢家势力。随着韩国股市基准——三星与SK海力士占据高额权重的KOSPI韩国综合指数在地缘政治局势恶化重压之下创下历史新高，以及AI热潮最大赢家之一——有着“芯片代工之王”称号的权重股台积电带动之下中国台湾股市也创下历史新高，加之有着“芯片股风向标”称号的费城半导体指数出现创纪录的17连涨，都令投资者们愈发坚信“AI算力投资主题”能够压倒一切市场噪音。无论是谷歌主导的无比庞大TPU AI算力集群，抑或海量英伟达AI GPU算力集群，均离不开需要全面集成搭载AI芯片的HBM存储系统，且除了HBM，当前谷歌与OpenAI科技巨头们加速新建或扩建AI数据中心还必须大规模购置服务器级别DDR5存储以及企业级高性能SSD/HDD等存储解决方案。从底层硬件理论看，AI计算本质上不仅是被算力端限制，也被“数据搬运能力”限制。英伟达GPU也好，TPU算力体系也罢，真正决定大模型训练与推理效率的，不仅是Tensor Core/矩阵单元数量，而是每秒能以多高带宽把权重、KV cache、激活值和中间张量喂进计算核心。站在半导体与 AI 数据中心基础设施的交叉分析视角，DRAM/NAND存储芯片之所以“完美卡位”AI 浪潮，是因为它同时吃到训练扩张与推理扩张两条主线，而且它还是跨平台、跨架构、跨生态的“通用收费站”。当AI时代从训练主导转向推理、Agent、长上下文、检索增强主导时，系统对容量、带宽、功耗效率和数据持久层的需求只会更强。摩根士丹利预测数据显示，在2030年将额外催生15至45EB级别的DRAM存储芯片需求，规模相当于2027年全行业年供给规模的26%至77%。大摩分析师团队强调，存储芯片正在成为AI算力基础设施系统中最具“持续变现能力”的层级之一，无论是主机级别DRAM、内存接口芯片，还是CXL扩展与分层存储体系，都将成为承接长期价值的重要载体，存储芯片不再只是容量配置选项，而是直接决定AI系统工作负载效率与吞吐能力的核心组件。GPU/TPU算力再强，没有HBM提供带宽喂数、没有企业级NAND和大容量HDD承接训练检查点、向量数据库和推理数据湖，整套AI算力基础设施集群的利用率与AI工作负载效率就上不去;全球资本市场因此愿意给存储链更高估值，因为它吃到的是“量增+价升+供给长期受限”三重杠杆，而不只是单一出货增长。AI引爆“存储超级周期”！从HBM到NAND全面短缺，闪迪与美光等存储巨头站上超级风口华尔街当前对于存储芯片供需动态的核心预判在于DRAM内存/NAND闪存供需错配可能延续到2028年前后，市场仍低估本轮存储芯片厂商们的盈利增长轨迹。也正因为如此，闪迪股价自2026年初以来已大幅上涨，并在过去一年出现极端级别重估——这本质上不是单纯情绪炒作，而是市场在重新给“AI驱动的存储定价权”估值。存储芯片正在从传统“强周期商品”被市场重新定价为AI基础设施核心瓶颈资产。SK海力士最新财报几乎是这轮超级周期的样本：一季度营收约52.6万亿韩元——同比增长198%‌、环比增长约60%，营业利润约37.6万亿韩元——同比增长405%‌、环比增长约96%，标志着公司首次单季营收突破50万亿韩元大关，营业利润率更是高达‌72%‌，管理层也强调AI相关HBM需求仍显著超过产能;三星电子预告一季度营业利润或达57.2万亿韩元，意味着同比约八倍增长，核心驱动力同样来自AI数据中心建设狂潮对DRAM/HBM/NAND的拉动。换句话说，AI服务器不只是需要GPU，也需要HBM做高带宽近端内存、DDR5/LPDDR5做系统内存、NAND/eSSD做数据湖与推理缓存，存储已经从“配套零部件”变成AI工厂的吞吐瓶颈。闪迪这条线则对应NAND/SSD的高Beta重估。摩根士丹利将闪迪目标价从690美元上调至1100美元，并大幅上调2026—2028年每股收益预测，核心逻辑是NAND ASP继续上行、AI与企业SSD需求强劲、同时NAND资本开支仍偏克制，供给难以快速追上需求。Melius则进一步给出闪迪1350美元以及美光700美元的牛市目标价，认为AI正在把存储需求从短周期PC/手机驱动，改造成由云厂商、AI服务器、智能体与物理AI驱动的长期基础设施需求。市场之所以愿意给闪迪、美光这类存储芯片巨头更高估值，本质上是相信存储芯片能够从“周期制造商”彻底转向带有长期供货协议、预付款和高确定性现金流的“AI基础设施供应商”。更有意思的是，市场投资逻辑正在从单纯“HBM溢价”扩展到传统DRAM/NAND供给短缺。传统DRAM利润率甚至开始强于HBM利润率——当DDR5、LPDDR5、企业SSD和NAND价格持续飙升时，存储芯片厂商未必愿意把所有增量资本开支都押在先进封装极度复杂、耗资庞大且良率难以扩张的HBM上，而是会在HBM、传统DRAM、NAND和先进封装之间重新计算资本回报率。换句话说，HBM仍是AI训练/海量推理工作负载的明星资产，但当前更大的超预期来自“整个存储池都短缺”，尤其是高性能DRAM与eSSD也被大规模用于AI推理工作负载，它们的需求与涨价空间可能远未完结。大型云计算厂商、AI ASIC大客户们和服务器制造厂商们为了保证未来几年HBM、DDR5、eSSD大规模供应，确实在推动多年期协议;但在现货和合约价格每季大涨、供给可能持续紧张至2028甚至2030的环境下，存储芯片厂商更有动力保留季度议价权，或要求预付款、价格重置条款和更高保障回报。最终结果可能是——存储板块的牛市不再只是“英伟达带火HBM”，而是演变成AI资本开支持续扩张、有限晶圆扩产、先进封装瓶颈、云厂商囤货与传统存储涨价共同驱动的直至2030年左右的全栈存储超级周期。","news_type":1,"symbols_score_info":{"SNXX":0.6,"SNDK":1.98,"MS":1.87}},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558466148693904,"gmtCreate":1777376051205,"gmtModify":1777376053988,"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":"意思是看好自己的股票了？不要利息都赎回","listText":"意思是看好自己的股票了？不要利息都赎回","text":"意思是看好自己的股票了？不要利息都赎回","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558466148693904","repostId":"1132841794","repostType":2,"repost":{"id":"1132841794","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":1777375742,"share":"https://www.laohu8.com/m/news/1132841794?lang=zh_CN&edition=full","pubTime":"2026-04-28 19:29","market":"hk","language":"zh","title":"美团：提前赎回本金14.814亿美元的2028年债券","url":"https://stock-news.laohu8.com/highlight/detail?id=1132841794","media":"老虎资讯综合","summary":"4月28日，$美团(MPNGY)$公告，根据于2028年到期的零息可换股债券的条款及条件，公司于4月27日按未偿还本金金额的101.28%赎回该持有人的全部或部分2028年债券。截至本公告日期，本公司已收到赎回本金总额为14.814亿美元的2028年债券的赎回通知，且该提早赎回已完成。紧随提早赎回后，本金总额为18,600,000美元的2028年债券将仍然尚未偿还。","content":"<html><head></head><body><p>4月28日，<a href=\"https://laohu8.com/S/MPNGY\">美团</a>公告，根据于2028年到期的零息可换股债券的条款及条件，公司于4月27日按未偿还本金金额的101.28%赎回该持有人的全部或部分2028年债券。截至本公告日期，本公司已收到赎回本金总额为14.814亿美元的2028年债券的赎回通知，且该提早赎回已完成。紧随提早赎回后，本金总额为18,600,000美元的2028年债券将仍然尚未偿还。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1e58447babb409a21b6a11d2001bcaa\" tg-width=\"723\" tg-height=\"834\"/></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>美团：提前赎回本金14.814亿美元的2028年债券</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美团：提前赎回本金14.814亿美元的2028年债券\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 19:29</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，<a href=\"https://laohu8.com/S/MPNGY\">美团</a>公告，根据于2028年到期的零息可换股债券的条款及条件，公司于4月27日按未偿还本金金额的101.28%赎回该持有人的全部或部分2028年债券。截至本公告日期，本公司已收到赎回本金总额为14.814亿美元的2028年债券的赎回通知，且该提早赎回已完成。紧随提早赎回后，本金总额为18,600,000美元的2028年债券将仍然尚未偿还。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1e58447babb409a21b6a11d2001bcaa\" tg-width=\"723\" tg-height=\"834\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e1238455e09ac8d1135014cb37eb0f4d","relate_stocks":{"BK1575":"同股不同权","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) 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哥再来一次做空白银的刺激，那么现在在什么位置呢？两万点还是三万点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558171615633680","isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557586021701576,"gmtCreate":1777161177926,"gmtModify":1777161180710,"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":"打到你服吧，不是什么好货","listText":"打到你服吧，不是什么好货","text":"打到你服吧，不是什么好货","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557586021701576","repostId":"1115390310","repostType":2,"repost":{"id":"1115390310","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":1777160565,"share":"https://www.laohu8.com/m/news/1115390310?lang=zh_CN&edition=full","pubTime":"2026-04-26 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07:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月26日，据伊朗塔斯尼姆通讯社26日报道，伊朗伊斯兰议会副议长尼克扎德表示，伊朗最高领袖穆杰塔巴·哈梅内伊已明确下令，霍尔木兹海峡不得恢复战前状态。 (新华社)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/500c5f47cdd4aa4fad03f86c18c80530","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115390310","content_text":"4月26日，据伊朗塔斯尼姆通讯社26日报道，伊朗伊斯兰议会副议长尼克扎德表示，伊朗最高领袖穆杰塔巴·哈梅内伊已明确下令，霍尔木兹海峡不得恢复战前状态。 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20:07","market":"us","language":"zh","title":"Meta已与亚马逊签署一项数十亿美元规模的协议，将使用亚马逊CPU芯片用于人工智能","url":"https://stock-news.laohu8.com/highlight/detail?id=1138318363","media":"老虎资讯综合","summary":"4月24日，亚马逊盘前拉升涨近2%。据华尔街日报：Meta Platforms已与亚马逊签署一项数十亿美元规模的协议，将使用亚马逊CPU芯片用于人工智能。","content":"<html><head></head><body><p style=\"text-align: left;\">4月24日，亚马逊盘前拉升涨近2%。据华尔街日报：Meta Platforms已与亚马逊签署一项数十亿美元规模的协议，将使用亚马逊CPU芯片用于人工智能。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb4417ef95d5b0835affcae3e7473ff4\" tg-width=\"993\" tg-height=\"570\"/></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>Meta已与亚马逊签署一项数十亿美元规模的协议，将使用亚马逊CPU芯片用于人工智能</title>\n<style 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style=\"text-align: left;\">4月24日，亚马逊盘前拉升涨近2%。据华尔街日报：Meta Platforms已与亚马逊签署一项数十亿美元规模的协议，将使用亚马逊CPU芯片用于人工智能。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb4417ef95d5b0835affcae3e7473ff4\" tg-width=\"993\" tg-height=\"570\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae","relate_stocks":{"AMZP":"KURV YIELD PREMIUM STRATEGY AMAZON (AMZN) ETF","AMZY":"AMZN期权收益策略ETF-YieldMax","AMZD":"1倍做空AMZN ETF-Direxion","AMZU":"2倍做多AMZN ETF-Direxion","AZYY":"GraniteShares YieldBOOST AMZN ETF","AMZN":"亚马逊","AMZZ":"2倍做多AMZN ETF-GraniteShares","AMZW":"Roundhill AMZN WeeklyPay™ ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138318363","content_text":"4月24日，亚马逊盘前拉升涨近2%。据华尔街日报：Meta 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10:05","market":"hk","language":"zh","title":"港股异动 | 群核科技飙升110%，是全球领先的空间智能服务提供商","url":"https://stock-news.laohu8.com/highlight/detail?id=1121250113","media":"老虎资讯综合","summary":"群核科技是“杭州六小龙”之一。","content":"<html><head></head><body><p>周一，<a href=\"https://laohu8.com/S/00068\">MANYCORE TECH</a>（群核科技） 持续拉升，盘中涨幅扩大至近110%，上市两天已涨超400%。群核科技是全球领先的空间智能服务提供商，构建了“空间编辑工具-空间数据-空间大模型”的业务体系。</p><p>值得关注的是，群核科技作为&#34;杭州六小龙&#34;中首家成功登陆资本市场的科技企业，其上市进程具有标志性意义。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3475556c2c864a2b9c557a6935edc1c3\" title=\"\" 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\" 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10:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一，<a href=\"https://laohu8.com/S/00068\">MANYCORE TECH</a>（群核科技） 持续拉升，盘中涨幅扩大至近110%，上市两天已涨超400%。群核科技是全球领先的空间智能服务提供商，构建了“空间编辑工具-空间数据-空间大模型”的业务体系。</p><p>值得关注的是，群核科技作为&#34;杭州六小龙&#34;中首家成功登陆资本市场的科技企业，其上市进程具有标志性意义。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3475556c2c864a2b9c557a6935edc1c3\" title=\"\" 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/15a2aaf1114b90e5c0718faee573c9c2","relate_stocks":{"00068":"MANYCORE TECH"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121250113","content_text":"周一，MANYCORE TECH（群核科技） 持续拉升，盘中涨幅扩大至近110%，上市两天已涨超400%。群核科技是全球领先的空间智能服务提供商，构建了“空间编辑工具-空间数据-空间大模型”的业务体系。值得关注的是，群核科技作为\"杭州六小龙\"中首家成功登陆资本市场的科技企业，其上市进程具有标志性意义。","news_type":1,"symbols_score_info":{"00068":2}},"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552115684119528,"gmtCreate":1775828437152,"gmtModify":1775829311259,"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":"你就是特朗普的嘴替","listText":"你就是特朗普的嘴替","text":"你就是特朗普的嘴替","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/552115684119528","repostId":"1102576621","repostType":2,"repost":{"id":"1102576621","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":1775828221,"share":"https://www.laohu8.com/m/news/1102576621?lang=zh_CN&edition=full","pubTime":"2026-04-10 21:37","market":"us","language":"zh","title":"哈塞特：预计霍尔木兹海峡可在两个月内开放，能源价格将迅速下降","url":"https://stock-news.laohu8.com/highlight/detail?id=1102576621","media":"老虎资讯综合","summary":"美联储仍有降息空间。","content":"<html><head></head><body><p>美国白宫国家经济委员会主任哈塞特表示，目前通过霍尔木兹海峡的船只数量较正常水平下降了10%，但美方已制定备用方案，预计海峡可在两个月内开放。一旦开通，能源价格将迅速下降。</p><p>此外，他认为美联储仍有降息空间，这一前景将会非常稳固。</p><p><strong>分析师：美伊会谈在即，原油交易员规避风险</strong></p><p>交易员们即将进入周末，而美国和伊朗计划举行会谈，这或将决定中东的停火能否持续。TP ICAP的Scott Shelton说：“交易员基本上已经撤出市场，像昨天那样7美元的波动似乎是在很少有人工交易员参与的情况下发生的，他们所做的不过是进行必要的对冲或清理头寸，以进一步降低风险敞口。”他还表示：“也许这个周末过后，我们就能更清楚地了解伊朗和美国的分歧是否大到无法达成协议。”</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>哈塞特：预计霍尔木兹海峡可在两个月内开放，能源价格将迅速下降</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哈塞特：预计霍尔木兹海峡可在两个月内开放，能源价格将迅速下降\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\">2026-04-10 21:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国白宫国家经济委员会主任哈塞特表示，目前通过霍尔木兹海峡的船只数量较正常水平下降了10%，但美方已制定备用方案，预计海峡可在两个月内开放。一旦开通，能源价格将迅速下降。</p><p>此外，他认为美联储仍有降息空间，这一前景将会非常稳固。</p><p><strong>分析师：美伊会谈在即，原油交易员规避风险</strong></p><p>交易员们即将进入周末，而美国和伊朗计划举行会谈，这或将决定中东的停火能否持续。TP ICAP的Scott Shelton说：“交易员基本上已经撤出市场，像昨天那样7美元的波动似乎是在很少有人工交易员参与的情况下发生的，他们所做的不过是进行必要的对冲或清理头寸，以进一步降低风险敞口。”他还表示：“也许这个周末过后，我们就能更清楚地了解伊朗和美国的分歧是否大到无法达成协议。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0f4a0f165b66a671b3ab0743df97a823","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102576621","content_text":"美国白宫国家经济委员会主任哈塞特表示，目前通过霍尔木兹海峡的船只数量较正常水平下降了10%，但美方已制定备用方案，预计海峡可在两个月内开放。一旦开通，能源价格将迅速下降。此外，他认为美联储仍有降息空间，这一前景将会非常稳固。分析师：美伊会谈在即，原油交易员规避风险交易员们即将进入周末，而美国和伊朗计划举行会谈，这或将决定中东的停火能否持续。TP ICAP的Scott Shelton说：“交易员基本上已经撤出市场，像昨天那样7美元的波动似乎是在很少有人工交易员参与的情况下发生的，他们所做的不过是进行必要的对冲或清理头寸，以进一步降低风险敞口。”他还表示：“也许这个周末过后，我们就能更清楚地了解伊朗和美国的分歧是否大到无法达成协议。”","news_type":1,"symbols_score_info":{"CLmain":2,"BZmain":2}},"isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551258966943304,"gmtCreate":1775606620833,"gmtModify":1775606633133,"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> 减了再来买，希望给机会","listText":"<a href=\"https://laohu8.com/FUT/MGC2606\">$微黄金2606(MGC2606)$</a> 减了再来买，希望给机会","text":"$微黄金2606(MGC2606)$ 减了再来买，希望给机会","images":[{"img":"https://static.tigerbbs.com/3174ee08eb9e33c94c5d5eb4dc96d602","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551258966943304","isVote":1,"tweetType":1,"viewCount":983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":551252631647320,"gmtCreate":1775604999110,"gmtModify":1775605010720,"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/MCL2605\">$微型WTI原油2605(MCL2605)$</a>&nbsp;","listText":"<a 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两手115的空108和105就卖了还是低估了消息🍜一出龙头踩踏的力量","listText":"<a href=\"https://laohu8.com/FUT/MCL2605\">$微型WTI原油2605(MCL2605)$</a> 两手115的空108和105就卖了还是低估了消息🍜一出龙头踩踏的力量","text":"$微型WTI原油2605(MCL2605)$ 两手115的空108和105就卖了还是低估了消息🍜一出龙头踩踏的力量","images":[{"img":"https://static.tigerbbs.com/0e257a60b683a6d0999e636d5597a121","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551252136237144","isVote":1,"tweetType":1,"viewCount":1091,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":551229426237456,"gmtCreate":1775599423882,"gmtModify":1775599427929,"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>几次上来又下去了， 总算成交了","listText":"<a href=\"https://laohu8.com/FUT/MGC2606\">$微黄金2606(MGC2606)$</a>几次上来又下去了， 总算成交了","text":"$微黄金2606(MGC2606)$几次上来又下去了， 总算成交了","images":[{"img":"https://static.tigerbbs.com/1f705589c5d402c89da3efc70468230e","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551229426237456","isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":550928615325888,"gmtCreate":1775532599238,"gmtModify":1775532785784,"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":"Taco来袭，之前哪怕不开霍尔木兹海峡也能达成协议已经表露出来特朗普耗不起了，这周已经是第五周了，轰炸基础设施简单，但是局势再升级把整个中东石油设施拖进来是特朗普不愿意看到的，等消息吧，特朗普不是冲动的人","listText":"Taco来袭，之前哪怕不开霍尔木兹海峡也能达成协议已经表露出来特朗普耗不起了，这周已经是第五周了，轰炸基础设施简单，但是局势再升级把整个中东石油设施拖进来是特朗普不愿意看到的，等消息吧，特朗普不是冲动的人","text":"Taco来袭，之前哪怕不开霍尔木兹海峡也能达成协议已经表露出来特朗普耗不起了，这周已经是第五周了，轰炸基础设施简单，但是局势再升级把整个中东石油设施拖进来是特朗普不愿意看到的，等消息吧，特朗普不是冲动的人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/550928615325888","repostId":"1162996107","repostType":2,"repost":{"id":"1162996107","kind":"news","pubTimestamp":1775531997,"share":"https://www.laohu8.com/m/news/1162996107?lang=zh_CN&edition=full","pubTime":"2026-04-07 11:19","market":"fut","language":"zh","title":"美官员称美伊达成停火协议“希望渐灭”","url":"https://stock-news.laohu8.com/highlight/detail?id=1162996107","media":"央视新闻","summary":"据美国方面6日消息，调解方对伊朗在美国总统特朗普设定的最后期限前“屈服”并重新开放霍尔木兹海峡感到悲观，美伊达成停火协议“希望渐灭”。一些美国官员表示，在特朗普设定的美国东部时间7日20时最后期限到来之前，美伊立场“差距过大，难以缩小”。一些美国官员称，特朗普私下对美伊达成协议“不那么乐观”，预计将在美国东部时间7日晚间下达打击伊朗的最终命令，不过特朗普的想法可能会根据形势变化随时改变。","content":"<html><head></head><body><p>据美国方面6日消息，调解方对伊朗在美国总统特朗普设定的最后期限前“屈服”并重新开放霍尔木兹海峡感到悲观，<strong>美伊达成停火协议“希望渐灭”</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7338d63233edbec8b2edacfe375cc55\" alt=\"△当地时间4月6日，伊朗首都德黑兰\" title=\"△当地时间4月6日，伊朗首都德黑兰\" tg-width=\"800\" tg-height=\"533\"/><span>△当地时间4月6日，伊朗首都德黑兰</span></p><p style=\"text-align: justify;\">一些美国官员表示，在特朗普设定的美国东部时间7日20时最后期限到来之前，美伊立场“差距过大，难以缩小”。与此同时，据熟悉情况的阿拉伯国家官员称，伊朗官员已告诉调解方，即使与美国的谈判取得进展，他们预计美国将继续袭击伊朗，以色列也将继续对伊朗发动空袭以“清除”伊朗高级官员。</p><p style=\"text-align: justify;\">一些美国官员称，特朗普私下对美伊达成协议“不那么乐观”，预计将在美国东部时间7日晚间下达打击伊朗的最终命令，不过特朗普的想法可能会根据形势变化随时改变。特朗普渴望结束战争，他意识到美国民众对更多军事行动的耐心有限。</p><p style=\"text-align: justify;\">据悉，埃及、土耳其和巴基斯坦正通过外交渠道及其情报机构向伊朗传递美方信息。“一个复杂因素是，这些国家的调解方与伊朗沟通对象重叠。另一个复杂因素是，许多伊朗高级官员身亡和伊朗政府通信基础设施遭袭，使得美国难以确定与伊朗方面哪些人谈判以及如何联系他们。”</p><p style=\"text-align: justify;\">美国和中东国家官员表示，谈判的任何决定都是由伊朗最高国家安全委员会和伊朗伊斯兰革命卫队总司令艾哈迈德·瓦希迪作出的。埃及、土耳其的情报部门负责人以及巴基斯坦陆军参谋长正将他们的调解努力集中在瓦希迪和其他革命卫队高级情报官员身上。</p></body></html>","source":"lsy1568181200495","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美官员称美伊达成停火协议“希望渐灭”</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美官员称美伊达成停火协议“希望渐灭”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-07 11:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=15929556014046595267&channelId=1119><strong>央视新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据美国方面6日消息，调解方对伊朗在美国总统特朗普设定的最后期限前“屈服”并重新开放霍尔木兹海峡感到悲观，美伊达成停火协议“希望渐灭”。△当地时间4月6日，伊朗首都德黑兰一些美国官员表示，在特朗普设定的美国东部时间7日20时最后期限到来之前，美伊立场“差距过大，难以缩小”。与此同时，据熟悉情况的阿拉伯国家官员称，伊朗官员已告诉调解方，即使与美国的谈判取得进展，他们预计美国将继续袭击伊朗，以色列也将...</p>\n\n<a href=\"https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=15929556014046595267&channelId=1119\">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/492921a71a46ed6d9ca9d4d0824455f2","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","NDX":"纳斯达克100指数",".DJI":"道琼斯"},"source_url":"https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=15929556014046595267&channelId=1119","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162996107","content_text":"据美国方面6日消息，调解方对伊朗在美国总统特朗普设定的最后期限前“屈服”并重新开放霍尔木兹海峡感到悲观，美伊达成停火协议“希望渐灭”。△当地时间4月6日，伊朗首都德黑兰一些美国官员表示，在特朗普设定的美国东部时间7日20时最后期限到来之前，美伊立场“差距过大，难以缩小”。与此同时，据熟悉情况的阿拉伯国家官员称，伊朗官员已告诉调解方，即使与美国的谈判取得进展，他们预计美国将继续袭击伊朗，以色列也将继续对伊朗发动空袭以“清除”伊朗高级官员。一些美国官员称，特朗普私下对美伊达成协议“不那么乐观”，预计将在美国东部时间7日晚间下达打击伊朗的最终命令，不过特朗普的想法可能会根据形势变化随时改变。特朗普渴望结束战争，他意识到美国民众对更多军事行动的耐心有限。据悉，埃及、土耳其和巴基斯坦正通过外交渠道及其情报机构向伊朗传递美方信息。“一个复杂因素是，这些国家的调解方与伊朗沟通对象重叠。另一个复杂因素是，许多伊朗高级官员身亡和伊朗政府通信基础设施遭袭，使得美国难以确定与伊朗方面哪些人谈判以及如何联系他们。”美国和中东国家官员表示，谈判的任何决定都是由伊朗最高国家安全委员会和伊朗伊斯兰革命卫队总司令艾哈迈德·瓦希迪作出的。埃及、土耳其的情报部门负责人以及巴基斯坦陆军参谋长正将他们的调解努力集中在瓦希迪和其他革命卫队高级情报官员身上。","news_type":1,"symbols_score_info":{"MNQmain":2,"NQmain":2,"MNQ2603":2,"MNQ2612":2,".DJI":2,"YMmain":2,".IXIC":2,"ESmain":2,"NDX":2,".SPX":2}},"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":411089065701816,"gmtCreate":1741397131339,"gmtModify":1741435803229,"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/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 这特斯拉期权怎么玩的，被强平后直接就跌到2.6左右股价才到262，意思我如果补仓的话4成本卖put还能赚钱？这是打散户的脚吗试玩一手期权想赚权利金直接被割一万港币","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 这特斯拉期权怎么玩的，被强平后直接就跌到2.6左右股价才到262，意思我如果补仓的话4成本卖put还能赚钱？这是打散户的脚吗试玩一手期权想赚权利金直接被割一万港币","text":"$特斯拉(TSLA)$ 这特斯拉期权怎么玩的，被强平后直接就跌到2.6左右股价才到262，意思我如果补仓的话4成本卖put还能赚钱？这是打散户的脚吗试玩一手期权想赚权利金直接被割一万港币","images":[{"img":"https://static.tigerbbs.com/4a07a45dcd0ba045cbef9957135bf738","width":"1206","height":"2622"},{"img":"https://static.tigerbbs.com/54e404aef9e3c975770aacd8b4a401a3","width":"1206","height":"2622"},{"img":"https://static.tigerbbs.com/750589b9ec87e43baad9d60002d8117e","width":"1206","height":"2622"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":21,"repostSize":1,"link":"https://laohu8.com/post/411089065701816","isVote":1,"tweetType":1,"viewCount":6511,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3462396565804988","authorId":"3462396565804988","name":"逆向分析师","avatar":"https://static.tigerbbs.com/a030da24eb4cbe664584c68eca1c40df","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3462396565804988","idStr":"3462396565804988"},"content":"额，没懂你说的意思，你这不就是卖的265PUT在3月7日到期就要行权了，在收盘前几小时老虎会检查你保证金够不够行权的，结果发现不够老虎肯定不能让你被行权就不给他钱跑路啊，所以就替你强平掉以防被行权。要是单纯想吃权利金还是做垂直价差吧，在卖出下方做个反向买入护底","text":"额，没懂你说的意思，你这不就是卖的265PUT在3月7日到期就要行权了，在收盘前几小时老虎会检查你保证金够不够行权的，结果发现不够老虎肯定不能让你被行权就不给他钱跑路啊，所以就替你强平掉以防被行权。要是单纯想吃权利金还是做垂直价差吧，在卖出下方做个反向买入护底","html":"额，没懂你说的意思，你这不就是卖的265PUT在3月7日到期就要行权了，在收盘前几小时老虎会检查你保证金够不够行权的，结果发现不够老虎肯定不能让你被行权就不给他钱跑路啊，所以就替你强平掉以防被行权。要是单纯想吃权利金还是做垂直价差吧，在卖出下方做个反向买入护底"},{"author":{"id":"3562148271530289","authorId":"3562148271530289","name":"夜流沙","avatar":"https://static.tigerbbs.com/c9cdbfdfad31ab544ec1be7d1f1567e8","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3562148271530289","idStr":"3562148271530289"},"content":"卖期权一般都不卖末日的，因为末日波动大，期权在下单前你就要想好是赚波动性的钱，还是时间价值的钱，你卖的这个二者都没有啊，卖方的难度可以说是买方难度的10倍以上，而且卖方哪怕你赚了很多次，一次踩雷就可能把十次的利润都赔光的","text":"卖期权一般都不卖末日的，因为末日波动大，期权在下单前你就要想好是赚波动性的钱，还是时间价值的钱，你卖的这个二者都没有啊，卖方的难度可以说是买方难度的10倍以上，而且卖方哪怕你赚了很多次，一次踩雷就可能把十次的利润都赔光的","html":"卖期权一般都不卖末日的，因为末日波动大，期权在下单前你就要想好是赚波动性的钱，还是时间价值的钱，你卖的这个二者都没有啊，卖方的难度可以说是买方难度的10倍以上，而且卖方哪怕你赚了很多次，一次踩雷就可能把十次的利润都赔光的"}],"imageCount":3,"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":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"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,"authorIdStr":"3560818482432945","idStr":"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":"fut","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{ 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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":2850,"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,"authorIdStr":"4106371827704990","idStr":"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,"authorIdStr":"3560818482432945","idStr":"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":1159,"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,"authorIdStr":"3560818482432945","idStr":"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":4515,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4135341184423600","authorId":"4135341184423600","name":"kasea","avatar":"https://static.tigerbbs.com/a7ad72ac8f825be1aa2282fb4a810bf9","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4135341184423600","idStr":"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,"authorIdStr":"3441623812793451","idStr":"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":544389209834520,"gmtCreate":1773933020838,"gmtModify":1773933033254,"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/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":10054,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"4131409357956500","idStr":"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,"authorIdStr":"3560818482432945","idStr":"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":1397,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000197","authorId":"9000000000000197","name":"ScottGonzales","avatar":"https://static.tigerbbs.com/9cf11fbf7e9cf7863269c430ae07d7c9","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000197","idStr":"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,"authorIdStr":"3560818482432945","idStr":"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":5978,"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,"authorIdStr":"4087883810201120","idStr":"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},{"id":427272907411632,"gmtCreate":1745338010641,"gmtModify":1745338013014,"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/OPT/TSLA 20250425 200.0 CALL\">$TSLA 20250425 200.0 CALL$</a> 先闪了，昨天睡觉前迷迷糊糊搞的今天睡觉前落袋为安，财报会可能到250以上，期权到60也心满意足了[开心]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/TSLA 20250425 200.0 CALL\">$TSLA 20250425 200.0 CALL$</a> 先闪了，昨天睡觉前迷迷糊糊搞的今天睡觉前落袋为安，财报会可能到250以上，期权到60也心满意足了[开心]&nbsp;&nbsp;","text":"$TSLA 20250425 200.0 CALL$ 先闪了，昨天睡觉前迷迷糊糊搞的今天睡觉前落袋为安，财报会可能到250以上，期权到60也心满意足了[开心]","images":[{"img":"https://static.tigerbbs.com/c67cc209c52d84eefb31a84a6d927d8d","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/427272907411632","isVote":1,"tweetType":1,"viewCount":3147,"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":"哈哈再来踩一下，纪念一下卖出的合约此时已经再次翻倍80多块了，如果28不卖赚两倍5600美刀四万多港币，所以说命运真说不准，不要自己设限","text":"哈哈再来踩一下，纪念一下卖出的合约此时已经再次翻倍80多块了，如果28不卖赚两倍5600美刀四万多港币，所以说命运真说不准，不要自己设限","html":"哈哈再来踩一下，纪念一下卖出的合约此时已经再次翻倍80多块了，如果28不卖赚两倍5600美刀四万多港币，所以说命运真说不准，不要自己设限"},{"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3560818482432945","idStr":"3560818482432945"},"content":"真是被验证了哈，1500＄留给别人赚咯[得意]","text":"真是被验证了哈，1500＄留给别人赚咯[得意]","html":"真是被验证了哈，1500＄留给别人赚咯[得意]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":244190579601504,"gmtCreate":1700631383529,"gmtModify":1700631385138,"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":"不是说抖音电商有2万亿gmv吗？怎么不算入字节营业收入里面","listText":"不是说抖音电商有2万亿gmv吗？怎么不算入字节营业收入里面","text":"不是说抖音电商有2万亿gmv吗？怎么不算入字节营业收入里面","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/244190579601504","repostId":"1123964068","repostType":2,"repost":{"id":"1123964068","kind":"news","pubTimestamp":1700622622,"share":"https://www.laohu8.com/m/news/1123964068?lang=zh_CN&edition=full","pubTime":"2023-11-22 11:10","market":"hk","language":"zh","title":"张一鸣，很可能是中国第一个“世界首富”","url":"https://stock-news.laohu8.com/highlight/detail?id=1123964068","media":"花椒财经","summary":"财富值可能是万亿以上人民币。","content":"<html><head></head><body><p>文 | 鸟叔</p><p style=\"text-align: start;\">10月份，胡润研究院新发布的《2023胡润百富榜》上，69岁的农夫山泉董事长钟睒睒第三次成为中国首富，他的财富是4500亿元。排名第二的马化腾2800亿元，与钟睒睒相差很远。</p><p style=\"text-align: start;\">但钟睒睒在全球富豪榜上，只能排到第15名。现在全球已经有两人财富突破了万亿，最富有的人是LV老板伯纳德·阿诺特。</p><p style=\"text-align: start;\">中国人有没有可能成为全球首富？当然有！字节跳动创始人张一鸣，很可能就是未来的破局者。目前，张一鸣以2450亿元财富位列国内富豪榜第五，但未来张一鸣很有可能成为全国甚至世界首富。</p><p style=\"text-align: start;\">先总结下结论：</p><p style=\"text-align: start;\">1、一旦字节跳动整体上市，张一鸣可能成为中国最有钱的人。</p><p style=\"text-align: start;\">2、大胆的估测下，财富值可能是万亿以上人民币。</p><p style=\"text-align: start;\">3、若如此，张一鸣将创造历史，成为中国有史以来最富有的个人。</p><p style=\"text-align: start;\">为何会下此判断？看一组数据你就知道了。</p><p style=\"text-align: start;\">11月15日，外媒报道，由于广告和电商业务营收入大幅增长，字节跳动今年第二季度收入增长超过40%，达到290亿美元；上半年营收约540亿美元。</p><p style=\"text-align: start;\">而腾讯上半年的总营收是410亿美元，这已经不是被略微超过了，是在秋名山上被甩尾拉开后根本看不到刹车灯了。 </p><p style=\"text-align: start;\">01</p><p style=\"text-align: start;\">腾讯被甩得看不见字节“尾灯”</p><p style=\"text-align: start;\">大多数人对540亿美元没有什么概念，按最新汇率换算成人民币，这大概是3915亿元。即便字节今年下半年收入不增长，全年收入也将高达7830亿元人民币。</p><p style=\"text-align: start;\">7830亿是什么概念呢？</p><p style=\"text-align: start;\">如果简单的算一下，这意味着字节跳动每天至少进账21亿元。</p><p style=\"text-align: start;\">去年，中国联通+中国电信加起来收入只有8300亿元，字节的收入已经逼近这两大运营商。</p><p style=\"text-align: start;\">赚钱能力堪称强悍的银行，去年4大国有银行，有两家收入低于7830亿元。</p><p style=\"text-align: start;\">在互联网公司里，即便是腾讯，在张一鸣的字节面前，也是相形见绌！</p><p style=\"text-align: start;\">腾讯一度将字节视为头号对手，但2022年腾讯的收入只有5545亿元。而根据The information报道，字节去年的总收入就达到了850亿美元，超过了腾讯。而今年字节的收入无疑会大幅超越腾讯。</p><p style=\"text-align: start;\">更为可怕的是，字节并不聚焦某一特定区域，它对国内互联网格局的搅动，是全局性了。    </p><p style=\"text-align: start;\">现在的字节跳动就像一只无孔不入的深海章鱼，你根本不知道它的身躯有多庞大，不知道它有多少触角，也更不可能知道，未来它还将涉足哪些领域。</p><p style=\"text-align: start;\">字节早期曾被视为腾讯社交体系的有力竞争者。以至于腾讯压力之下不得不“复活”微视应对，微视做废了之后，腾讯通过视频号才略微挽回了一点颜面。但字节并没有在短视频上与腾讯较量，转眼间就把腾讯甩得“尾灯都看不到”。</p><p style=\"text-align: start;\">02</p><p style=\"text-align: start;\">阿里被降维打击，输得裤衩都没了</p><p style=\"text-align: start;\">更惨的是阿里。原本阿里的电商与字节看似毫无关联，但就在阿里一心应对拼多多挑战时，却被抖音的电商直播“偷了家”。</p><p style=\"text-align: start;\">阿里耕耘国内电商多年，2022年的GMV只有8.3万亿，且早已陷入增长瓶颈。</p><p style=\"text-align: start;\">但根据晚点 LatePost报道，抖音电商今年1-10 月商品成交总额（GMV）就已接近2万亿，而且还有高达60%的同比增长。这堪称恐怖的增速，甚至让抖音此前为2023年电商GMV定下的2.3万亿元目标显得有些保守。</p><p style=\"text-align: start;\">国内的电商市场基本上是存量竞争大于增量。抖音“多吃几大口”，其他玩家就没法玩了。这就是为什么从去年到现在，淘宝和京东都在大幅调整战略的重要原因。</p><p style=\"text-align: start;\">而除去腾讯和几位电商玩家，包括美团（2200亿元）、百度（1237亿元）、网易（965亿元）等在内的国内其他互联网企业，收入加起来可能都不如字节一家多。</p><p style=\"text-align: start;\">03</p><p style=\"text-align: start;\">国外也找不到对手，脸书、谷歌都在瑟瑟发抖</p><p style=\"text-align: start;\">字节的收入规模不仅超过了国内的腾讯和阿里，也在快速逼近一些海外互联网巨头。</p><p style=\"text-align: start;\">比如Meta（即脸书母公司）2022财年营收为1166亿美元，考虑到字节的增速，可以说Meta完全已经进入字节跳动射程，甚至今年就有可能被超越。</p><p style=\"text-align: start;\">和以往的国内互联网公司不同的是，字节已经完全具备到谷歌、Meta“家门口”抢食的能力了。虽然目前海外市场营收只占字节收入的20%，但这个比例未来必然会大幅上升。</p><p style=\"text-align: start;\">目前，Tik Tok在海外的商业化探索上，远比国内要谨慎。国内的许多玩法，在海外都还没有推广开，而Tik Tok的用户总数又远远高于国内抖音，Tik Tok的商业化潜力，可以说大到不可想象。</p><p style=\"text-align: start;\">苗头其实早已经有了。以往海外广告营销领域，谷歌和脸书是绝对的巨头，国内企业在海外投广告，首选的也是这两家。但今年两大巨头在美国市场的广告收入份额，已经被打到了50%以下。真正应了那句：字节还没发力，谷歌脸书就倒下了！</p><p style=\"text-align: start;\">大胆畅想，字节很可能或者已经是国内互联网领域第一家全球性企业，这家企业或许足以改变全球互联网行业多年未变的格局。    </p><p style=\"text-align: start;\">此时瑟瑟发抖的，绝不仅仅是国内企业，包括奈飞、谷歌、Meta等在内的海外巨头，同样得直面字节的冲击。</p><p style=\"text-align: start;\">04</p><p style=\"text-align: start;\">真正的世界级巨头，马云吹的牛，张一鸣实现了</p><p style=\"text-align: start;\">如果只看收入规模，容易忽略掉字节的真正实力。字节跳动的收入结构更值得细品。</p><p style=\"text-align: start;\">根据外媒报道，字节跳动收入大部分来自国内市场，海外市场的营收占比约20%。海外业务，正是字节最牛逼的地方。</p><p style=\"text-align: start;\">大家都知道，国内单一大市场足以喂饱很多互联网巨头，这导致过去国内大多数互联网科技企业业务都局限在国内。即便如腾讯和阿里旗下产品，海外用户也少之又少，海外业务占比也是微乎其微。</p><p style=\"text-align: start;\">但字节不一样。只用了短短几年，字节就将“海外版抖音”Tik Tok，打造成了中国企业真正意义上的第一款“世界级应用”。</p><p style=\"text-align: start;\">以前国内互联网公司出海首选东南亚、韩日，但字节起步就是欧美，并快速推向全球。如今的Tik Tok在全世界一百多个国家被下载使用，外国人对它简直就是欲罢不能。</p><p style=\"text-align: start;\">根据公开数据，2021年9月，Tik Tok就在全球拥有了10亿月活跃用户。Tik Tok 2022 年月活跃用户数为14亿，预计今年将突破18亿。</p><p style=\"text-align: start;\">美国是Tik Tok用户最多的国家，3亿多人口的美国有超过1.5亿活跃用户，扣掉未成年人等群体，估计差不多每2个美国人就有一个是Tik Tok的活跃用户。</p><p style=\"text-align: start;\">这真算得上是破天荒了。要知道，当今全球互联网产业基本上就是中美两家的游戏。过去除了中国，差不多全球都在用美国人开发的互联网产品。但现在，字节跳动却让美国人用上了中国互联网公司的产品，这毫无疑问是一项了不起的成就。</p><p style=\"text-align: start;\">05</p><p style=\"text-align: start;\">欧美政客挡不住它，杀不死它</p><p style=\"text-align: start;\">字节的另一个牛逼之处，是它在处理海外市场纠纷和麻烦方面，表现出了极高的智慧。</p><p style=\"text-align: start;\">大家都知道，发展迅猛的Tik Tok，在海外政客眼中，并不那么“受欢迎”，一些国家采取了各种不公正的态度对其进行限制或刁难。以往国内企业在处理这类事务时，往往更愿意妥协以息事宁人，但Tik Tok处理这些事情，仿佛游刃有余。</p><p style=\"text-align: start;\">今年3月，Tik Tok CEO周受资“出战”美国国会众议院能源和商务委员会听证会，俨然有舌战群儒的风采，反倒是一众刁难的美国官员们吃了哑巴亏。最终结果是周受资本人爆火出圈，Tik Tok也得以继续发展海外业务。</p><p style=\"text-align: start;\">最近的新闻里，周受资刚刚在布鲁塞尔会见了欧盟工业主管蒂埃里·布雷顿 （Thierry Breton）、欧盟数字事务主管维拉·朱罗娃 （Vera Jourova） 和欧盟反垄断主管迪迪埃·雷德尔斯 （Didier Reynders）。</p><p style=\"text-align: start;\">习惯全球舞台、接纳全球声音，在更多的聚光灯下开展业务，是中国企业出海发展必须要过的一关。作为一家全球性科技企业，字节跳动正持续在国际舞台上释放自身的影响力。这是国内科技企业，从未曾企及的高度。</p><p style=\"text-align: start;\">06</p><p style=\"text-align: start;\">张一鸣财富或超万亿，史上最富的中国人</p><p style=\"text-align: start;\">今年3月，Tik Tok CEO 周受资在美国国会作证时曾证实，字节跳动有60%的股份由全球投资者持有，20%由员工持有，另外20%由创始人持有。</p><p style=\"text-align: start;\">在2022年的福布斯富豪榜上，张一鸣的财富值为500亿美元。这主要是根据张一鸣20%左右的持股比例和字节2000亿美元的估值推算的。</p><p style=\"text-align: start;\">但字节跳动目前还没有上市。前两年，字节跳动的估值曾高至4000亿美元。以如今的用户规模和收入体量来衡量，字节跳动的估值显然被低估太多了。</p><p style=\"text-align: start;\">如果拿上市公司来对比，腾讯最新市值是3.1万亿港元，相当于近4000亿美元。考虑到腾讯在收入上已经被字节全面超越，腾讯很可能就是字节跳动价值的下限。</p><p style=\"text-align: start;\">字节跳动的价值上限又在哪呢？这就可以大胆发挥想象了。起码按照目前的趋势，字节已经是可与Meta掰手腕的公司了。</p><p style=\"text-align: start;\">Meta在全球拥有30多亿用户，最新市值约8550亿美元。若未来字节市值对标Meta，持股20%左右的张一鸣，财富有望超过1700亿美元，这将是12000亿人民币。</p><p style=\"text-align: start;\">按照目前的富豪榜来算，张一鸣将毫无疑问成为国内最富有的人，既远超他的同行马云、马化腾，也远超曾经不可一世的许家印、王健林等地产土豪。</p><p style=\"text-align: start;\">甚至，张一鸣的财富也能吊打如今世界的众多顶级富豪。如特斯拉的马斯克（10500亿）、亚马逊的杰夫·贝佐斯（7900亿）等人。与目前的世界首富伯纳德·阿诺特的13500亿元相比，差距也不大。</p></body></html>","source":"lsy1700622637300","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>张一鸣，很可能是中国第一个“世界首富”</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张一鸣，很可能是中国第一个“世界首富”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-22 11:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/internet/2023-11-22/doc-imzvmxxw7581975.shtml><strong>花椒财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文 | 鸟叔10月份，胡润研究院新发布的《2023胡润百富榜》上，69岁的农夫山泉董事长钟睒睒第三次成为中国首富，他的财富是4500亿元。排名第二的马化腾2800亿元，与钟睒睒相差很远。但钟睒睒在全球富豪榜上，只能排到第15名。现在全球已经有两人财富突破了万亿，最富有的人是LV老板伯纳德·阿诺特。中国人有没有可能成为全球首富？当然有！字节跳动创始人张一鸣，很可能就是未来的破局者。目前，张一鸣以...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/internet/2023-11-22/doc-imzvmxxw7581975.shtml\">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/7c77a6717379aaceafecf038f6143b79","relate_stocks":{},"source_url":"https://finance.sina.com.cn/tech/internet/2023-11-22/doc-imzvmxxw7581975.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123964068","content_text":"文 | 鸟叔10月份，胡润研究院新发布的《2023胡润百富榜》上，69岁的农夫山泉董事长钟睒睒第三次成为中国首富，他的财富是4500亿元。排名第二的马化腾2800亿元，与钟睒睒相差很远。但钟睒睒在全球富豪榜上，只能排到第15名。现在全球已经有两人财富突破了万亿，最富有的人是LV老板伯纳德·阿诺特。中国人有没有可能成为全球首富？当然有！字节跳动创始人张一鸣，很可能就是未来的破局者。目前，张一鸣以2450亿元财富位列国内富豪榜第五，但未来张一鸣很有可能成为全国甚至世界首富。先总结下结论：1、一旦字节跳动整体上市，张一鸣可能成为中国最有钱的人。2、大胆的估测下，财富值可能是万亿以上人民币。3、若如此，张一鸣将创造历史，成为中国有史以来最富有的个人。为何会下此判断？看一组数据你就知道了。11月15日，外媒报道，由于广告和电商业务营收入大幅增长，字节跳动今年第二季度收入增长超过40%，达到290亿美元；上半年营收约540亿美元。而腾讯上半年的总营收是410亿美元，这已经不是被略微超过了，是在秋名山上被甩尾拉开后根本看不到刹车灯了。 01腾讯被甩得看不见字节“尾灯”大多数人对540亿美元没有什么概念，按最新汇率换算成人民币，这大概是3915亿元。即便字节今年下半年收入不增长，全年收入也将高达7830亿元人民币。7830亿是什么概念呢？如果简单的算一下，这意味着字节跳动每天至少进账21亿元。去年，中国联通+中国电信加起来收入只有8300亿元，字节的收入已经逼近这两大运营商。赚钱能力堪称强悍的银行，去年4大国有银行，有两家收入低于7830亿元。在互联网公司里，即便是腾讯，在张一鸣的字节面前，也是相形见绌！腾讯一度将字节视为头号对手，但2022年腾讯的收入只有5545亿元。而根据The information报道，字节去年的总收入就达到了850亿美元，超过了腾讯。而今年字节的收入无疑会大幅超越腾讯。更为可怕的是，字节并不聚焦某一特定区域，它对国内互联网格局的搅动，是全局性了。    现在的字节跳动就像一只无孔不入的深海章鱼，你根本不知道它的身躯有多庞大，不知道它有多少触角，也更不可能知道，未来它还将涉足哪些领域。字节早期曾被视为腾讯社交体系的有力竞争者。以至于腾讯压力之下不得不“复活”微视应对，微视做废了之后，腾讯通过视频号才略微挽回了一点颜面。但字节并没有在短视频上与腾讯较量，转眼间就把腾讯甩得“尾灯都看不到”。02阿里被降维打击，输得裤衩都没了更惨的是阿里。原本阿里的电商与字节看似毫无关联，但就在阿里一心应对拼多多挑战时，却被抖音的电商直播“偷了家”。阿里耕耘国内电商多年，2022年的GMV只有8.3万亿，且早已陷入增长瓶颈。但根据晚点 LatePost报道，抖音电商今年1-10 月商品成交总额（GMV）就已接近2万亿，而且还有高达60%的同比增长。这堪称恐怖的增速，甚至让抖音此前为2023年电商GMV定下的2.3万亿元目标显得有些保守。国内的电商市场基本上是存量竞争大于增量。抖音“多吃几大口”，其他玩家就没法玩了。这就是为什么从去年到现在，淘宝和京东都在大幅调整战略的重要原因。而除去腾讯和几位电商玩家，包括美团（2200亿元）、百度（1237亿元）、网易（965亿元）等在内的国内其他互联网企业，收入加起来可能都不如字节一家多。03国外也找不到对手，脸书、谷歌都在瑟瑟发抖字节的收入规模不仅超过了国内的腾讯和阿里，也在快速逼近一些海外互联网巨头。比如Meta（即脸书母公司）2022财年营收为1166亿美元，考虑到字节的增速，可以说Meta完全已经进入字节跳动射程，甚至今年就有可能被超越。和以往的国内互联网公司不同的是，字节已经完全具备到谷歌、Meta“家门口”抢食的能力了。虽然目前海外市场营收只占字节收入的20%，但这个比例未来必然会大幅上升。目前，Tik Tok在海外的商业化探索上，远比国内要谨慎。国内的许多玩法，在海外都还没有推广开，而Tik Tok的用户总数又远远高于国内抖音，Tik Tok的商业化潜力，可以说大到不可想象。苗头其实早已经有了。以往海外广告营销领域，谷歌和脸书是绝对的巨头，国内企业在海外投广告，首选的也是这两家。但今年两大巨头在美国市场的广告收入份额，已经被打到了50%以下。真正应了那句：字节还没发力，谷歌脸书就倒下了！大胆畅想，字节很可能或者已经是国内互联网领域第一家全球性企业，这家企业或许足以改变全球互联网行业多年未变的格局。    此时瑟瑟发抖的，绝不仅仅是国内企业，包括奈飞、谷歌、Meta等在内的海外巨头，同样得直面字节的冲击。04真正的世界级巨头，马云吹的牛，张一鸣实现了如果只看收入规模，容易忽略掉字节的真正实力。字节跳动的收入结构更值得细品。根据外媒报道，字节跳动收入大部分来自国内市场，海外市场的营收占比约20%。海外业务，正是字节最牛逼的地方。大家都知道，国内单一大市场足以喂饱很多互联网巨头，这导致过去国内大多数互联网科技企业业务都局限在国内。即便如腾讯和阿里旗下产品，海外用户也少之又少，海外业务占比也是微乎其微。但字节不一样。只用了短短几年，字节就将“海外版抖音”Tik Tok，打造成了中国企业真正意义上的第一款“世界级应用”。以前国内互联网公司出海首选东南亚、韩日，但字节起步就是欧美，并快速推向全球。如今的Tik Tok在全世界一百多个国家被下载使用，外国人对它简直就是欲罢不能。根据公开数据，2021年9月，Tik Tok就在全球拥有了10亿月活跃用户。Tik Tok 2022 年月活跃用户数为14亿，预计今年将突破18亿。美国是Tik Tok用户最多的国家，3亿多人口的美国有超过1.5亿活跃用户，扣掉未成年人等群体，估计差不多每2个美国人就有一个是Tik Tok的活跃用户。这真算得上是破天荒了。要知道，当今全球互联网产业基本上就是中美两家的游戏。过去除了中国，差不多全球都在用美国人开发的互联网产品。但现在，字节跳动却让美国人用上了中国互联网公司的产品，这毫无疑问是一项了不起的成就。05欧美政客挡不住它，杀不死它字节的另一个牛逼之处，是它在处理海外市场纠纷和麻烦方面，表现出了极高的智慧。大家都知道，发展迅猛的Tik Tok，在海外政客眼中，并不那么“受欢迎”，一些国家采取了各种不公正的态度对其进行限制或刁难。以往国内企业在处理这类事务时，往往更愿意妥协以息事宁人，但Tik Tok处理这些事情，仿佛游刃有余。今年3月，Tik Tok CEO周受资“出战”美国国会众议院能源和商务委员会听证会，俨然有舌战群儒的风采，反倒是一众刁难的美国官员们吃了哑巴亏。最终结果是周受资本人爆火出圈，Tik Tok也得以继续发展海外业务。最近的新闻里，周受资刚刚在布鲁塞尔会见了欧盟工业主管蒂埃里·布雷顿 （Thierry Breton）、欧盟数字事务主管维拉·朱罗娃 （Vera Jourova） 和欧盟反垄断主管迪迪埃·雷德尔斯 （Didier Reynders）。习惯全球舞台、接纳全球声音，在更多的聚光灯下开展业务，是中国企业出海发展必须要过的一关。作为一家全球性科技企业，字节跳动正持续在国际舞台上释放自身的影响力。这是国内科技企业，从未曾企及的高度。06张一鸣财富或超万亿，史上最富的中国人今年3月，Tik Tok CEO 周受资在美国国会作证时曾证实，字节跳动有60%的股份由全球投资者持有，20%由员工持有，另外20%由创始人持有。在2022年的福布斯富豪榜上，张一鸣的财富值为500亿美元。这主要是根据张一鸣20%左右的持股比例和字节2000亿美元的估值推算的。但字节跳动目前还没有上市。前两年，字节跳动的估值曾高至4000亿美元。以如今的用户规模和收入体量来衡量，字节跳动的估值显然被低估太多了。如果拿上市公司来对比，腾讯最新市值是3.1万亿港元，相当于近4000亿美元。考虑到腾讯在收入上已经被字节全面超越，腾讯很可能就是字节跳动价值的下限。字节跳动的价值上限又在哪呢？这就可以大胆发挥想象了。起码按照目前的趋势，字节已经是可与Meta掰手腕的公司了。Meta在全球拥有30多亿用户，最新市值约8550亿美元。若未来字节市值对标Meta，持股20%左右的张一鸣，财富有望超过1700亿美元，这将是12000亿人民币。按照目前的富豪榜来算，张一鸣将毫无疑问成为国内最富有的人，既远超他的同行马云、马化腾，也远超曾经不可一世的许家印、王健林等地产土豪。甚至，张一鸣的财富也能吊打如今世界的众多顶级富豪。如特斯拉的马斯克（10500亿）、亚马逊的杰夫·贝佐斯（7900亿）等人。与目前的世界首富伯纳德·阿诺特的13500亿元相比，差距也不大。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4353,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3529558034665003","authorId":"3529558034665003","name":"vTeen","avatar":"https://static.tigerbbs.com/647400e2d1edc3fc4d27a574e467514b","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"3529558034665003","idStr":"3529558034665003"},"content":"就你这认知，还投资？电商GMV是货款，几乎全部要给到商家，平台收入只是其中的扣点费用！","text":"就你这认知，还投资？电商GMV是货款，几乎全部要给到商家，平台收入只是其中的扣点费用！","html":"就你这认知，还投资？电商GMV是货款，几乎全部要给到商家，平台收入只是其中的扣点费用！"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}