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金蝉Catherine
独立投资人 遵循"杠铃式"投资策略,期权玩家;
IP属地:上海
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金蝉Catherine
11-22 19:05
感谢分享,㊗️帅哥新婚快乐 [爱你]
金蝉Catherine
11-22 18:53
先看持仓情况,再看看虎友们的交易分享(✪▽✪)
金蝉Catherine
11-21 21:05
截至发稿,比特币已突破9.8万美元。与此同时,美国ETF资产突破1000亿美元。随着比特币延续创纪录涨势,直接投资比特币的美国交易所交易基金(ETF)总资产超过1000亿美元。贝莱德和富达投资等机构发行的12只比特币ETF在1月份上市,仅10个月后就达到了这一里程碑,成为有史以来最成功的基金类别之一。
盘前 | 持有比特币“致富”!SMLR涨超32%;拼多多绩后跌超11%,SNOW涨超21%
金蝉Catherine
11-21 15:03
今年迄今,该股已经上涨超过650%。周三比特币突破94000美元,连续第二天创出新高,而MicroStrategy是持有比特币最多的上市公司。
期权大单 | 借势比特币狂飙!MSTR单日成交破百万张,加密货币矿商MARA日增75%!
金蝉Catherine
11-16
信仰
金蝉Catherine
11-15
死了都要爱,生命不息,赚钱不止,与虎相伴到老,财富滚滚而来😘
@小虎活动
金蝉Catherine
11-15
这家软件公司正期待加入新的指数,投资者对这一消息感到兴奋。这一调整将使Palantir符合更多指数的纳入资格,公司预计将满足纳斯达克100指数(NDX)的要求。纳斯达克100指数由该交易所上市的最大非金融公司组成。截至周四收盘,Palantir的市值已达1350亿美元。
Palantir将转战纳斯达克交易所:AI先锋迎指数新机遇,股价再飙升?
金蝉Catherine
11-13
腾讯小马哥,现已成老马哥,腾讯老大哥,众望所归,任重而道远[鬼脸]
金蝉Catherine
11-13
🇺🇸10月CPI符合预期,略高于前值🙂
美国10月未季调CPI年率2.6%,预期2.6%,美股期指直线拉升
金蝉Catherine
11-11
英伟达的AI增长潜力虽大,但Palantir、Meta和Tesla提供了多元化的AI投资机会,从数据分析到广告再到自动驾驶,投资者可关注这三家公司带来的长期价值[暗中观察]
错过英伟达?试试这三只AI股票
金蝉Catherine
11-11
雷布斯@厉害了[强] 小米🚘~富人的玩具+遥遥领先😘小米股价节节高升+遥遥领先[666]
金蝉Catherine
11-09
越年轻,欲望越多,人到中年,消费欲望走下坡路了+呈下降趋势,但对财富保值增值的欲望呈现上升趋势,继续与虎同行,慢慢变富吧😘
金蝉Catherine
11-09
至11月8日收盘,过去一周,大科技公司整体上行,其中 $苹果(AAPL)$ +0.69%, $英伟达(NVDA)$ +12.14%, $微软(MSFT)$ +4.69%, $亚马逊(AMZN)$ +12.68%, $谷歌(GOOG)$ $谷歌A(GOOGL)$ +5.63%, $Meta Platforms, Inc.(META)$ +4.25%, $特斯拉(TSLA)$ +18.83%。
@小虎周报:【一周科技动态】"川普2.0"对大科技意味着什么?
金蝉Catherine
11-09
😘
金蝉Catherine
11-07
1500 days… mark😘
金蝉Catherine
10-31
老虎🐯万圣节快乐🤪
金蝉Catherine
10-31
趁着DJT刚发生熔断,间隔交易恢复中立即平仓,真🈶种虎口夺食+虎口脱险的感觉,太drama啦,又见证历史啦🤣
金蝉Catherine
10-31
$超微电脑(SMCI)$
安永提出离职,这意味深长啊🤨 超微爆雷,直接带漰半导体etf,纳指也被拖累了,呵呵[吃瓜]
金蝉Catherine
10-30
小米牛逼呀,勇敢定价哈😆
金蝉Catherine
10-22
$英伟达(NVDA)$
美银分析英伟达目标价从160提升至190,偏积极乐观,对于AI芯片界的🐲头,又号称是美股之王,英伟达值得拥有和期待(*^o^*)
去老虎APP查看更多动态
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[爱你]","listText":"感谢分享,㊗️帅哥新婚快乐 [爱你]","text":"感谢分享,㊗️帅哥新婚快乐 [爱你]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373735203123320","isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373732276281552,"gmtCreate":1732272829750,"gmtModify":1732272832142,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"金蝉Catherine","avatar":"https://static.tigerbbs.com/52781272929ea9e286926d997a0852ad","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564367031412187","authorIdStr":"3564367031412187"},"themes":[],"htmlText":"先看持仓情况,再看看虎友们的交易分享(✪▽✪)","listText":"先看持仓情况,再看看虎友们的交易分享(✪▽✪)","text":"先看持仓情况,再看看虎友们的交易分享(✪▽✪)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373732276281552","isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373385047507184,"gmtCreate":1732194328845,"gmtModify":1732196613134,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"金蝉Catherine","avatar":"https://static.tigerbbs.com/52781272929ea9e286926d997a0852ad","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564367031412187","authorIdStr":"3564367031412187"},"themes":[],"htmlText":"截至发稿,比特币已突破9.8万美元。与此同时,美国ETF资产突破1000亿美元。随着比特币延续创纪录涨势,直接投资比特币的美国交易所交易基金(ETF)总资产超过1000亿美元。贝莱德和富达投资等机构发行的12只比特币ETF在1月份上市,仅10个月后就达到了这一里程碑,成为有史以来最成功的基金类别之一。","listText":"截至发稿,比特币已突破9.8万美元。与此同时,美国ETF资产突破1000亿美元。随着比特币延续创纪录涨势,直接投资比特币的美国交易所交易基金(ETF)总资产超过1000亿美元。贝莱德和富达投资等机构发行的12只比特币ETF在1月份上市,仅10个月后就达到了这一里程碑,成为有史以来最成功的基金类别之一。","text":"截至发稿,比特币已突破9.8万美元。与此同时,美国ETF资产突破1000亿美元。随着比特币延续创纪录涨势,直接投资比特币的美国交易所交易基金(ETF)总资产超过1000亿美元。贝莱德和富达投资等机构发行的12只比特币ETF在1月份上市,仅10个月后就达到了这一里程碑,成为有史以来最成功的基金类别之一。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373385047507184","repostId":"1145141213","repostType":4,"repost":{"id":"1145141213","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":1732193298,"share":"https://www.laohu8.com/m/news/1145141213?lang=&edition=full","pubTime":"2024-11-21 20:48","market":"us","language":"zh","title":"盘前 | 持有比特币“致富”!SMLR涨超32%;拼多多绩后跌超11%,SNOW涨超21%","url":"https://stock-news.laohu8.com/highlight/detail?id=1145141213","media":"老虎资讯综合","summary":"Snowflake盘前涨超21%,最新业绩指引远超预期格隆汇11月21日|云数据平台Snowflake盘前大涨20.3%,报155.33美元。财报显示,Snowflake2025财年第三季度营收为9.42亿美元,同比增长28.3%,超出市场预期的8.98亿美元。又一家因持有比特币而发财!加密货币概念股盘前全线飙升,MicroStrategy涨超10%,Marathon Digital涨超9%,$Riot Platforms$涨超5%。部分中概股盘前下跌,拼多多绩后跌超11%,$贝壳$绩后跌超6%,$小鹏汽车$跌超4%,$蔚来$、百度跌超1%。$爱奇艺$盘前跌超3%,Q3总收入为72亿元,同比下滑10%。","content":"<html><head></head><body><p><strong>摘要:</strong></p><ul style=\"\"><li><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>盘前一度跌超3%,业绩指引难达华尔街超高预期</p></li><li><p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>盘前跌超11%,第三季度营收993.5亿元同比增长44%,低于市场预估</p></li><li><p>比特币站上98000美元关口!概念股盘前全线飙升,<a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>涨超10%</p></li><li><p>又一家因持有比特币而发财!<a href=\"https://laohu8.com/S/SMLR\">Semler Scientific</a>盘前涨超32%</p></li><li><p><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>盘前涨超21%,最新业绩指引远超预期</p></li><li><p><a href=\"https://laohu8.com/S/BIDU\">百度</a>盘前跌近2%,Q3经调整净利润为58.86亿元,同比下滑19%</p></li><li><p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>整合国内和海外电商,成立电商事业群,任命蒋凡负责</p></li></ul><p>11月21日,美股三大股指期货上涨,截止发稿,道指期货涨0.39%,纳指期货涨0.19%,标普500指数期货涨0.29%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/353726c8316b02adba70c501be11e097\" title=\"\" tg-width=\"439\" tg-height=\"174\"/></p><h3 id=\"id_1030454191\">盘前要闻</h3><p><strong>英伟达盘前一度跌超3%,业绩指引难达华尔街超高预期</strong></p><p>英伟达第三财季营业收入350.82亿美元,同比增长94%;调整后每股收益(EPS)为0.81美元,同比增长103%,均超出市场预期。英伟达四财季营收指引中值增长70%,虽超出了华尔街平均预期,却未达最高预期的90%增速。使得股价一度巨震。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9a0e1d4dc285027940990d26b51d19c\" title=\"\" tg-width=\"921\" tg-height=\"513\"/></p><p><strong><a href=\"https://laohu8.com/NW/1101265241\" title=\"拼多多盘前跌超11%,第三季度营收993.5亿元同比增长44%,低于市场预估\" target=\"_blank\" class=\"\">拼多多盘前跌超11%,第三季度营收993.5亿元同比增长44%,低于市场预估</a></strong></p><p>拼多多第三季度营收993.5亿元人民币,同比增长44%,预估1028.3亿元人民币;第三季度NON-GAAP净利润274.6亿元,同比增61%;第三季度调整后每ADS收益18.59元人民币,预估20.19元人民币。截至2024年9月30日,拼多多现金、现金等价物和短期投资为3085亿元人民币(440亿美元),而截至2023年12月31日为2172亿元人民币。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2212383b16d6c058b0bc86988400c6f4\" title=\"\" tg-width=\"461\" tg-height=\"133\"/></p><p><strong>Snowflake盘前涨超21%,最新业绩指引远超预期</strong></p><p>云数据平台Snowflake盘前大涨21%,财报显示,Snowflake2025财年第三季度营收为9.42亿美元,同比增长28.3%,超出市场预期的8.98亿美元。非公认会计准则下,每股收益为0.20美元,高于市场预期的0.15美元。Snowflake预计在截至1月份的财季中,产品收入将在9.06亿美元至9.11亿美元之间,远高于8.907亿美元的预期。</p><p><strong><a href=\"https://laohu8.com/NW/1189049713\" title=\"又一家因持有比特币而发财!\" target=\"_blank\" class=\"\">又一家因持有比特币而发财!</a><a href=\"https://laohu8.com/S/SMLR\">Semler Scientific</a>盘前涨超32%</strong></p><p>从10月份开始,Semler Scientific就已开始用其资产负债表上的现金购买比特币,这使其股价与这个当下最流行的加密资产产生了关联。本周二,公司再度发布公告表示,在11月6日至11月15日的期间,公司购买了215个比特币,总花费为1770万现金,平均每个比特币82,502美元。公告指出,公司当前持有1,273个比特币,总花费为8870万,平均购买价格为每个比特币69,682美元,而目前比特币价格已经涨破了97,000美元。</p><p><strong><a href=\"https://laohu8.com/NW/1182463119\" title=\"百度盘前跌近2%,Q3经调整净利润为58.86亿元,同比下滑19%\" target=\"_blank\" class=\"\">百度盘前跌近2%,Q3经调整净利润为58.86亿元,同比下滑19%</a></strong></p><p>百度2024年Q3总收入为335.57亿元,同比下滑3%;经调整净利润为58.86亿元,同比下滑19%。</p><p><strong>阿里巴巴整合国内和海外电商,成立电商事业群,任命蒋凡负责</strong></p><p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团CEO吴泳铭发布全员邮件,宣布成立阿里电商事业群,任命蒋凡负责,向吴泳铭汇报。新的电商事业群将全面整合淘宝天猫集团、国际数字商业集团以及1688、闲鱼等电商业务,形成覆盖国内外全产业链的业务集群。此次成立新的电商事业群,是吴泳铭作为阿里CEO,面向未来在电商领域如何用好国内和国际两种资源形成发展合力做出的新思考和新行动。</p><p><strong>比特币高歌猛进冲击10万美元大关</strong></p><p>截至发稿,比特币已突破9.8万美元。与此同时,美国ETF资产突破1000亿美元。随着比特币延续创纪录涨势,直接投资比特币的美国交易所交易基金(ETF)总资产超过1000亿美元。<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>和富达投资等机构发行的12只比特币ETF在1月份上市,仅10个月后就达到了这一里程碑,成为有史以来最成功的基金类别之一。数据显示,随着比特币创下历史新高,周三这些基金的净流入量达到7.73亿美元。</p><p><strong>美国司法部正式要求<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>剥离Chrome浏览器</strong></p><p>法院文件显示,美国司法部请求法官裁定谷歌剥离Chrome浏览器。谷歌应被禁止在未来五年内重新进入浏览器市场。美国司法部要求法官在其他补救措施无法恢复竞争的情况下,要求谷歌剥离安卓操作系统。美国司法部还要求法官命令谷歌在未来10年内将搜索结果和信息分发给竞争对手。此外,美国司法部寻求谷歌停止向<a href=\"https://laohu8.com/S/AAPL\">苹果</a>支付数十亿美元,以确保成为苹果设备默认搜索引擎;寻求禁止谷歌收购或投资任何搜索竞争对手、基于查询的人工智能产品或广告技术。谷歌则表示,司法部请求远超法律范畴,会伤害消费者、开发者和美国的技术领导地位。</p><p><strong>重要经济数据和事件预告</strong></p><p style=\"text-align: justify;\">北京时间21:30 美国截至11月16日当周初请失业金人数</p><p style=\"text-align: justify;\">北京时间21:30 美国11月费城联储制造业指数</p><p style=\"text-align: justify;\">北京时间23:00 美国10月成屋销售年化总数</p><p style=\"text-align: justify;\">北京时间次日01:25 2025年FOMC票委、芝加哥联储主席古尔斯比参加一场会议的问答环节</p><p style=\"text-align: justify;\">北京时间次日05:40 美联储理事巴尔参加一个论坛活动</p><h3 id=\"id_1797015197\">盘前行情</h3><p>比特币站上98000美元关口,再度刷新历史新高!加密货币概念股盘前全线飙升,MicroStrategy涨超10%,Marathon Digital涨超9%,<a href=\"https://laohu8.com/S/RIOT\">Riot Platforms</a>涨超5%。Coinbase、CleanSpark涨超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9517538715943ec3708419e94a0210dd\" title=\"\" tg-width=\"432\" tg-height=\"174\"/></p><p>部分中概股盘前下跌,拼多多绩后跌超11%,<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>绩后跌超6%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超4%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、百度跌超1%。</p><p><a href=\"https://laohu8.com/S/ZTO\">中通快递</a>盘前涨近3%,第三季营收破百亿 同比增长17.6%。</p><p><a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>盘前跌超3%,Q3总收入为72亿元,同比下滑10%。</p><p><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>跌超2%,2025财年第一季度营收低于市场预期。</p><h3 id=\"id_3311452965\">欧洲市场</h3><p>欧洲主要指数涨多跌少,德国DAX30涨0.48%,法国CAC40跌0.07%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b0eaaacf6542b0bee620963413ce1de\" title=\"\" tg-width=\"974\" tg-height=\"487\"/></p><h3 id=\"id_2985341628\">原油</h3><p>国际油价上涨,美油报70.16美元/桶,日内涨幅2.05%;布油现报74.17美元/桶,日内涨幅1.87%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7dc4aa38634851458f18a2698874efe\" title=\"\" tg-width=\"967\" tg-height=\"98\"/></p><h3 id=\"id_376469473\">黄金</h3><p>现货黄金日内涨0.63%,报2,668.30美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/171bae2576d7cd0404e334527bbfbb6d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></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>盘前 | 持有比特币“致富”!SMLR涨超32%;拼多多绩后跌超11%,SNOW涨超21%</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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盘前 | 持有比特币“致富”!SMLR涨超32%;拼多多绩后跌超11%,SNOW涨超21%\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\">2024-11-21 20:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>摘要:</strong></p><ul style=\"\"><li><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>盘前一度跌超3%,业绩指引难达华尔街超高预期</p></li><li><p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>盘前跌超11%,第三季度营收993.5亿元同比增长44%,低于市场预估</p></li><li><p>比特币站上98000美元关口!概念股盘前全线飙升,<a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>涨超10%</p></li><li><p>又一家因持有比特币而发财!<a href=\"https://laohu8.com/S/SMLR\">Semler Scientific</a>盘前涨超32%</p></li><li><p><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>盘前涨超21%,最新业绩指引远超预期</p></li><li><p><a href=\"https://laohu8.com/S/BIDU\">百度</a>盘前跌近2%,Q3经调整净利润为58.86亿元,同比下滑19%</p></li><li><p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>整合国内和海外电商,成立电商事业群,任命蒋凡负责</p></li></ul><p>11月21日,美股三大股指期货上涨,截止发稿,道指期货涨0.39%,纳指期货涨0.19%,标普500指数期货涨0.29%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/353726c8316b02adba70c501be11e097\" title=\"\" tg-width=\"439\" tg-height=\"174\"/></p><h3 id=\"id_1030454191\">盘前要闻</h3><p><strong>英伟达盘前一度跌超3%,业绩指引难达华尔街超高预期</strong></p><p>英伟达第三财季营业收入350.82亿美元,同比增长94%;调整后每股收益(EPS)为0.81美元,同比增长103%,均超出市场预期。英伟达四财季营收指引中值增长70%,虽超出了华尔街平均预期,却未达最高预期的90%增速。使得股价一度巨震。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9a0e1d4dc285027940990d26b51d19c\" title=\"\" tg-width=\"921\" tg-height=\"513\"/></p><p><strong><a href=\"https://laohu8.com/NW/1101265241\" title=\"拼多多盘前跌超11%,第三季度营收993.5亿元同比增长44%,低于市场预估\" target=\"_blank\" class=\"\">拼多多盘前跌超11%,第三季度营收993.5亿元同比增长44%,低于市场预估</a></strong></p><p>拼多多第三季度营收993.5亿元人民币,同比增长44%,预估1028.3亿元人民币;第三季度NON-GAAP净利润274.6亿元,同比增61%;第三季度调整后每ADS收益18.59元人民币,预估20.19元人民币。截至2024年9月30日,拼多多现金、现金等价物和短期投资为3085亿元人民币(440亿美元),而截至2023年12月31日为2172亿元人民币。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2212383b16d6c058b0bc86988400c6f4\" title=\"\" tg-width=\"461\" tg-height=\"133\"/></p><p><strong>Snowflake盘前涨超21%,最新业绩指引远超预期</strong></p><p>云数据平台Snowflake盘前大涨21%,财报显示,Snowflake2025财年第三季度营收为9.42亿美元,同比增长28.3%,超出市场预期的8.98亿美元。非公认会计准则下,每股收益为0.20美元,高于市场预期的0.15美元。Snowflake预计在截至1月份的财季中,产品收入将在9.06亿美元至9.11亿美元之间,远高于8.907亿美元的预期。</p><p><strong><a href=\"https://laohu8.com/NW/1189049713\" title=\"又一家因持有比特币而发财!\" target=\"_blank\" class=\"\">又一家因持有比特币而发财!</a><a href=\"https://laohu8.com/S/SMLR\">Semler Scientific</a>盘前涨超32%</strong></p><p>从10月份开始,Semler Scientific就已开始用其资产负债表上的现金购买比特币,这使其股价与这个当下最流行的加密资产产生了关联。本周二,公司再度发布公告表示,在11月6日至11月15日的期间,公司购买了215个比特币,总花费为1770万现金,平均每个比特币82,502美元。公告指出,公司当前持有1,273个比特币,总花费为8870万,平均购买价格为每个比特币69,682美元,而目前比特币价格已经涨破了97,000美元。</p><p><strong><a href=\"https://laohu8.com/NW/1182463119\" title=\"百度盘前跌近2%,Q3经调整净利润为58.86亿元,同比下滑19%\" target=\"_blank\" class=\"\">百度盘前跌近2%,Q3经调整净利润为58.86亿元,同比下滑19%</a></strong></p><p>百度2024年Q3总收入为335.57亿元,同比下滑3%;经调整净利润为58.86亿元,同比下滑19%。</p><p><strong>阿里巴巴整合国内和海外电商,成立电商事业群,任命蒋凡负责</strong></p><p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团CEO吴泳铭发布全员邮件,宣布成立阿里电商事业群,任命蒋凡负责,向吴泳铭汇报。新的电商事业群将全面整合淘宝天猫集团、国际数字商业集团以及1688、闲鱼等电商业务,形成覆盖国内外全产业链的业务集群。此次成立新的电商事业群,是吴泳铭作为阿里CEO,面向未来在电商领域如何用好国内和国际两种资源形成发展合力做出的新思考和新行动。</p><p><strong>比特币高歌猛进冲击10万美元大关</strong></p><p>截至发稿,比特币已突破9.8万美元。与此同时,美国ETF资产突破1000亿美元。随着比特币延续创纪录涨势,直接投资比特币的美国交易所交易基金(ETF)总资产超过1000亿美元。<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>和富达投资等机构发行的12只比特币ETF在1月份上市,仅10个月后就达到了这一里程碑,成为有史以来最成功的基金类别之一。数据显示,随着比特币创下历史新高,周三这些基金的净流入量达到7.73亿美元。</p><p><strong>美国司法部正式要求<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>剥离Chrome浏览器</strong></p><p>法院文件显示,美国司法部请求法官裁定谷歌剥离Chrome浏览器。谷歌应被禁止在未来五年内重新进入浏览器市场。美国司法部要求法官在其他补救措施无法恢复竞争的情况下,要求谷歌剥离安卓操作系统。美国司法部还要求法官命令谷歌在未来10年内将搜索结果和信息分发给竞争对手。此外,美国司法部寻求谷歌停止向<a href=\"https://laohu8.com/S/AAPL\">苹果</a>支付数十亿美元,以确保成为苹果设备默认搜索引擎;寻求禁止谷歌收购或投资任何搜索竞争对手、基于查询的人工智能产品或广告技术。谷歌则表示,司法部请求远超法律范畴,会伤害消费者、开发者和美国的技术领导地位。</p><p><strong>重要经济数据和事件预告</strong></p><p style=\"text-align: justify;\">北京时间21:30 美国截至11月16日当周初请失业金人数</p><p style=\"text-align: justify;\">北京时间21:30 美国11月费城联储制造业指数</p><p style=\"text-align: justify;\">北京时间23:00 美国10月成屋销售年化总数</p><p style=\"text-align: justify;\">北京时间次日01:25 2025年FOMC票委、芝加哥联储主席古尔斯比参加一场会议的问答环节</p><p style=\"text-align: justify;\">北京时间次日05:40 美联储理事巴尔参加一个论坛活动</p><h3 id=\"id_1797015197\">盘前行情</h3><p>比特币站上98000美元关口,再度刷新历史新高!加密货币概念股盘前全线飙升,MicroStrategy涨超10%,Marathon Digital涨超9%,<a href=\"https://laohu8.com/S/RIOT\">Riot Platforms</a>涨超5%。Coinbase、CleanSpark涨超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9517538715943ec3708419e94a0210dd\" title=\"\" tg-width=\"432\" tg-height=\"174\"/></p><p>部分中概股盘前下跌,拼多多绩后跌超11%,<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>绩后跌超6%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超4%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、百度跌超1%。</p><p><a href=\"https://laohu8.com/S/ZTO\">中通快递</a>盘前涨近3%,第三季营收破百亿 同比增长17.6%。</p><p><a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>盘前跌超3%,Q3总收入为72亿元,同比下滑10%。</p><p><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>跌超2%,2025财年第一季度营收低于市场预期。</p><h3 id=\"id_3311452965\">欧洲市场</h3><p>欧洲主要指数涨多跌少,德国DAX30涨0.48%,法国CAC40跌0.07%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b0eaaacf6542b0bee620963413ce1de\" title=\"\" tg-width=\"974\" tg-height=\"487\"/></p><h3 id=\"id_2985341628\">原油</h3><p>国际油价上涨,美油报70.16美元/桶,日内涨幅2.05%;布油现报74.17美元/桶,日内涨幅1.87%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7dc4aa38634851458f18a2698874efe\" title=\"\" tg-width=\"967\" tg-height=\"98\"/></p><h3 id=\"id_376469473\">黄金</h3><p>现货黄金日内涨0.63%,报2,668.30美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/171bae2576d7cd0404e334527bbfbb6d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"PDD":"拼多多","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0683595622.HKD":"AB SICAV I-EM.MKTS MUL.ASS.PTF(AD)","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","MSTR":"MicroStrategy","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC",".IXIC":"NASDAQ Composite","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD",".DJI":"道琼斯","BK4581":"高盛持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145141213","content_text":"摘要:英伟达盘前一度跌超3%,业绩指引难达华尔街超高预期拼多多盘前跌超11%,第三季度营收993.5亿元同比增长44%,低于市场预估比特币站上98000美元关口!概念股盘前全线飙升,MicroStrategy涨超10%又一家因持有比特币而发财!Semler Scientific盘前涨超32%Snowflake盘前涨超21%,最新业绩指引远超预期百度盘前跌近2%,Q3经调整净利润为58.86亿元,同比下滑19%阿里巴巴整合国内和海外电商,成立电商事业群,任命蒋凡负责11月21日,美股三大股指期货上涨,截止发稿,道指期货涨0.39%,纳指期货涨0.19%,标普500指数期货涨0.29%。盘前要闻英伟达盘前一度跌超3%,业绩指引难达华尔街超高预期英伟达第三财季营业收入350.82亿美元,同比增长94%;调整后每股收益(EPS)为0.81美元,同比增长103%,均超出市场预期。英伟达四财季营收指引中值增长70%,虽超出了华尔街平均预期,却未达最高预期的90%增速。使得股价一度巨震。拼多多盘前跌超11%,第三季度营收993.5亿元同比增长44%,低于市场预估拼多多第三季度营收993.5亿元人民币,同比增长44%,预估1028.3亿元人民币;第三季度NON-GAAP净利润274.6亿元,同比增61%;第三季度调整后每ADS收益18.59元人民币,预估20.19元人民币。截至2024年9月30日,拼多多现金、现金等价物和短期投资为3085亿元人民币(440亿美元),而截至2023年12月31日为2172亿元人民币。Snowflake盘前涨超21%,最新业绩指引远超预期云数据平台Snowflake盘前大涨21%,财报显示,Snowflake2025财年第三季度营收为9.42亿美元,同比增长28.3%,超出市场预期的8.98亿美元。非公认会计准则下,每股收益为0.20美元,高于市场预期的0.15美元。Snowflake预计在截至1月份的财季中,产品收入将在9.06亿美元至9.11亿美元之间,远高于8.907亿美元的预期。又一家因持有比特币而发财!Semler Scientific盘前涨超32%从10月份开始,Semler Scientific就已开始用其资产负债表上的现金购买比特币,这使其股价与这个当下最流行的加密资产产生了关联。本周二,公司再度发布公告表示,在11月6日至11月15日的期间,公司购买了215个比特币,总花费为1770万现金,平均每个比特币82,502美元。公告指出,公司当前持有1,273个比特币,总花费为8870万,平均购买价格为每个比特币69,682美元,而目前比特币价格已经涨破了97,000美元。百度盘前跌近2%,Q3经调整净利润为58.86亿元,同比下滑19%百度2024年Q3总收入为335.57亿元,同比下滑3%;经调整净利润为58.86亿元,同比下滑19%。阿里巴巴整合国内和海外电商,成立电商事业群,任命蒋凡负责阿里巴巴集团CEO吴泳铭发布全员邮件,宣布成立阿里电商事业群,任命蒋凡负责,向吴泳铭汇报。新的电商事业群将全面整合淘宝天猫集团、国际数字商业集团以及1688、闲鱼等电商业务,形成覆盖国内外全产业链的业务集群。此次成立新的电商事业群,是吴泳铭作为阿里CEO,面向未来在电商领域如何用好国内和国际两种资源形成发展合力做出的新思考和新行动。比特币高歌猛进冲击10万美元大关截至发稿,比特币已突破9.8万美元。与此同时,美国ETF资产突破1000亿美元。随着比特币延续创纪录涨势,直接投资比特币的美国交易所交易基金(ETF)总资产超过1000亿美元。贝莱德和富达投资等机构发行的12只比特币ETF在1月份上市,仅10个月后就达到了这一里程碑,成为有史以来最成功的基金类别之一。数据显示,随着比特币创下历史新高,周三这些基金的净流入量达到7.73亿美元。美国司法部正式要求谷歌剥离Chrome浏览器法院文件显示,美国司法部请求法官裁定谷歌剥离Chrome浏览器。谷歌应被禁止在未来五年内重新进入浏览器市场。美国司法部要求法官在其他补救措施无法恢复竞争的情况下,要求谷歌剥离安卓操作系统。美国司法部还要求法官命令谷歌在未来10年内将搜索结果和信息分发给竞争对手。此外,美国司法部寻求谷歌停止向苹果支付数十亿美元,以确保成为苹果设备默认搜索引擎;寻求禁止谷歌收购或投资任何搜索竞争对手、基于查询的人工智能产品或广告技术。谷歌则表示,司法部请求远超法律范畴,会伤害消费者、开发者和美国的技术领导地位。重要经济数据和事件预告北京时间21:30 美国截至11月16日当周初请失业金人数北京时间21:30 美国11月费城联储制造业指数北京时间23:00 美国10月成屋销售年化总数北京时间次日01:25 2025年FOMC票委、芝加哥联储主席古尔斯比参加一场会议的问答环节北京时间次日05:40 美联储理事巴尔参加一个论坛活动盘前行情比特币站上98000美元关口,再度刷新历史新高!加密货币概念股盘前全线飙升,MicroStrategy涨超10%,Marathon Digital涨超9%,Riot Platforms涨超5%。Coinbase、CleanSpark涨超3%。部分中概股盘前下跌,拼多多绩后跌超11%,贝壳绩后跌超6%,小鹏汽车跌超4%,蔚来、百度跌超1%。中通快递盘前涨近3%,第三季营收破百亿 同比增长17.6%。爱奇艺盘前跌超3%,Q3总收入为72亿元,同比下滑10%。Palo Alto Networks跌超2%,2025财年第一季度营收低于市场预期。欧洲市场欧洲主要指数涨多跌少,德国DAX30涨0.48%,法国CAC40跌0.07%。原油国际油价上涨,美油报70.16美元/桶,日内涨幅2.05%;布油现报74.17美元/桶,日内涨幅1.87%。黄金现货黄金日内涨0.63%,报2,668.30美元/盎司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373328488939624,"gmtCreate":1732172626738,"gmtModify":1732175412888,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"金蝉Catherine","avatar":"https://static.tigerbbs.com/52781272929ea9e286926d997a0852ad","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564367031412187","authorIdStr":"3564367031412187"},"themes":[],"htmlText":"今年迄今,该股已经上涨超过650%。周三比特币突破94000美元,连续第二天创出新高,而MicroStrategy是持有比特币最多的上市公司。","listText":"今年迄今,该股已经上涨超过650%。周三比特币突破94000美元,连续第二天创出新高,而MicroStrategy是持有比特币最多的上市公司。","text":"今年迄今,该股已经上涨超过650%。周三比特币突破94000美元,连续第二天创出新高,而MicroStrategy是持有比特币最多的上市公司。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373328488939624","repostId":"1188408058","repostType":4,"repost":{"id":"1188408058","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":1732160712,"share":"https://www.laohu8.com/m/news/1188408058?lang=&edition=full","pubTime":"2024-11-21 11:45","market":"hk","language":"zh","title":"期权大单 | 借势比特币狂飙!MSTR单日成交破百万张,加密货币矿商MARA日增75%!","url":"https://stock-news.laohu8.com/highlight/detail?id=1188408058","media":"老虎资讯综合","summary":"周三比特币突破94000美元,连续第二天创出新高,而MicroStrategy是持有比特币最多的上市公司。MicroStrategy正在加速其大规模购买该加密货币的步伐,该公司周三宣布,将为购买比特币融资的可转换优先票据计划发行规模增加近50%至26亿美元。MicroStrategy本周早些时候称它购买了46亿美元的比特币,持有价值超过300亿美元。期权方面,$MicroStrategy$当日成交突破100万张合约,看涨期权占比攀升至62.7%,其中于11月22到期的530美元行使价的看涨期权成交居前,成交逾3.4万张。","content":"<html><head></head><body><blockquote><p>周三,期权市场总成交量达4019万张合约,低于每日平均期权交易量(4461万张),其中看涨期权占比61%;MicroStrategy当日成交突破100万张合约,看涨期权占比攀升至62.7%;MARA成交约72.8万张合约,较前一日增75%,看涨期权占比76.8%。</p></blockquote><h2 id=\"id_4063152488\">一、市场概览</h2><p>周三(11月20日)<strong>美股三大指数仅纳指跌。</strong>标普500指数收涨0.13点,涨幅0.00%,报5917.11点。道指收涨139.53点,涨幅0.32%,报43408.47点。纳指收跌21.33点,跌幅0.11%,报18966.14点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e4ed968d8c2237d4e5c6601548dc93b\" title=\"\" tg-width=\"964\" tg-height=\"175\"/></p><p>期权市场总成交量达40,192,949张合约,低于每日平均期权交易量(44,607,709),其中看涨期权占比61%。</p><h2 id=\"id_4005204448\">二、期权总成交TOP10</h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c1a579b867994b6ef0534c7a3d0e0d2\" title=\"数据来源:老虎国际\" tg-width=\"1179\" tg-height=\"2277\"/><span>数据来源:老虎国际</span></p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>收跌0.76%,盘后续跌2.53%,报142.20美元。<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>在周三收盘后公布财报,三季度营收351亿美元,高于分析师预期的332.5亿美元。三季度数据中心收入308亿美元,预期291.4亿美元。第三季度调整后每股收益0.81美元,预估为0.74美元。<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>CEO黄仁勋预测Blackwell产品/系列的需求将在未来几个季度内超过供应。</p><p>期权方面,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>当日期权成交385.36万张合约,看涨期权占比为59%,其中于11月22日到期的150美元行使价的看涨期权成交居前,成交12.8万张。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55a5505c35c6327fb97626a42d4e0be1\" title=\"数据来源:Market Chameleon\" tg-width=\"1599\" tg-height=\"434\"/><span>数据来源:Market Chameleon</span></p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>收跌1.15%,成交222.62亿美元。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>董事长罗宾·丹霍姆(Robyn Denholm)本月通过出售股票套现超3500万美元。监管文件显示,丹霍姆行使了11.239万份将于明年到期的股票期权,并于11月15日出售了这些股票。如果算上行权成本,她从股票出售中净赚了约3250万美元。丹霍姆在7月份通过一项美国公司内部人士可以用来出售股票的交易计划预先安排了这些交易。</p><p>期权方面,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>当日期权成交148.36万张合约,看涨期权占比为63.6%,其中于11月22日到期的340美元行使价的看涨期权成交居前,成交5.8万张。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bf4657b819c527f44c168b1cdd91458\" title=\"数据来源:Market Chameleon\" tg-width=\"1597\" tg-height=\"439\"/><span>数据来源:Market Chameleon</span></p><p>三、异动观察</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf4c764055a1e7b0402a2443b8c49d4a\" title=\"数据来源:Market Chameleon\" tg-width=\"1643\" tg-height=\"500\"/><span>数据来源:Market Chameleon</span></p><p><a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>收高10.05%。消息面上,该股市值首次突破1000亿美元。今年迄今,该股已经上涨超过650%。周三比特币突破94000美元,连续第二天创出新高,而MicroStrategy是持有比特币最多的上市公司。MicroStrategy正在加速其大规模购买该加密货币的步伐,该公司周三宣布,将为购买比特币融资的可转换优先票据计划发行规模增加近50%至26亿美元。MicroStrategy本周早些时候称它购买了46亿美元的比特币,持有价值超过300亿美元。</p><p>期权方面,<a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>当日成交突破100万张合约,看涨期权占比攀升至62.7%,其中于11月22到期的530美元行使价的看涨期权成交居前,成交逾3.4万张。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbda421d814a463b2ae93615c274363d\" title=\"Market Chameleon\" tg-width=\"1598\" tg-height=\"436\"/><span>Market Chameleon</span></p><p>加密货币矿商<a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings Inc</a>收涨13.95%。消息面上,比特币价格突破94,000美元创历史新高是推动该股上涨的主要利好。比特币创新高主要是因为有消息称前总统特朗普有望收购加密货币交易所Bakkt,投资者对加密货币前景信心大增。</p><p>期权方面,MARA成交约72.8万张合约,较前一日增75%,看涨期权占比76.8%,其中于11月22到期的22美元行使价的看涨期权成交居前,成交逾3.1万张。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bd9c15e1afe5f637fafd519b8df5b99\" title=\"\" tg-width=\"1597\" tg-height=\"437\"/></p><p><a href=\"https://laohu8.com/S/TGT\">塔吉特</a>收跌21.41%。消息面上,<a href=\"https://laohu8.com/S/TGT\">塔吉特</a>下调了全年盈利预期,警告称季度销售平淡和库存增加损害了盈利能力。该公司目前预计全年每股收益在8.30美元至8.90美元之间,低于此前预期的9美元至9.70美元区间。数据显示,塔吉特Q3营收为256.7亿美元,同比增长1.1%,不及市场预期;Non-GAAP每股收益为1.85美元,不及市场预期。</p><p>期权方面,<a href=\"https://laohu8.com/S/TGT\">塔吉特</a>当日成交约49.8万张合约,看跌期权占比攀升至54%,其中于11月22到期的120美元行使价的看涨期权成交居前,成交逾1.8万张,较90日均量放大13.5倍,</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50a287d935cefae25af0eac9754cb7cf\" title=\"\" tg-width=\"1600\" tg-height=\"438\"/></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>期权大单 | 借势比特币狂飙!MSTR单日成交破百万张,加密货币矿商MARA日增75%!</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 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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期权大单 | 借势比特币狂飙!MSTR单日成交破百万张,加密货币矿商MARA日增75%!\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\">2024-11-21 11:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>周三,期权市场总成交量达4019万张合约,低于每日平均期权交易量(4461万张),其中看涨期权占比61%;MicroStrategy当日成交突破100万张合约,看涨期权占比攀升至62.7%;MARA成交约72.8万张合约,较前一日增75%,看涨期权占比76.8%。</p></blockquote><h2 id=\"id_4063152488\">一、市场概览</h2><p>周三(11月20日)<strong>美股三大指数仅纳指跌。</strong>标普500指数收涨0.13点,涨幅0.00%,报5917.11点。道指收涨139.53点,涨幅0.32%,报43408.47点。纳指收跌21.33点,跌幅0.11%,报18966.14点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e4ed968d8c2237d4e5c6601548dc93b\" title=\"\" tg-width=\"964\" tg-height=\"175\"/></p><p>期权市场总成交量达40,192,949张合约,低于每日平均期权交易量(44,607,709),其中看涨期权占比61%。</p><h2 id=\"id_4005204448\">二、期权总成交TOP10</h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c1a579b867994b6ef0534c7a3d0e0d2\" title=\"数据来源:老虎国际\" tg-width=\"1179\" tg-height=\"2277\"/><span>数据来源:老虎国际</span></p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>收跌0.76%,盘后续跌2.53%,报142.20美元。<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>在周三收盘后公布财报,三季度营收351亿美元,高于分析师预期的332.5亿美元。三季度数据中心收入308亿美元,预期291.4亿美元。第三季度调整后每股收益0.81美元,预估为0.74美元。<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>CEO黄仁勋预测Blackwell产品/系列的需求将在未来几个季度内超过供应。</p><p>期权方面,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>当日期权成交385.36万张合约,看涨期权占比为59%,其中于11月22日到期的150美元行使价的看涨期权成交居前,成交12.8万张。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55a5505c35c6327fb97626a42d4e0be1\" title=\"数据来源:Market Chameleon\" tg-width=\"1599\" tg-height=\"434\"/><span>数据来源:Market Chameleon</span></p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>收跌1.15%,成交222.62亿美元。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>董事长罗宾·丹霍姆(Robyn Denholm)本月通过出售股票套现超3500万美元。监管文件显示,丹霍姆行使了11.239万份将于明年到期的股票期权,并于11月15日出售了这些股票。如果算上行权成本,她从股票出售中净赚了约3250万美元。丹霍姆在7月份通过一项美国公司内部人士可以用来出售股票的交易计划预先安排了这些交易。</p><p>期权方面,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>当日期权成交148.36万张合约,看涨期权占比为63.6%,其中于11月22日到期的340美元行使价的看涨期权成交居前,成交5.8万张。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bf4657b819c527f44c168b1cdd91458\" title=\"数据来源:Market Chameleon\" tg-width=\"1597\" tg-height=\"439\"/><span>数据来源:Market Chameleon</span></p><p>三、异动观察</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf4c764055a1e7b0402a2443b8c49d4a\" title=\"数据来源:Market Chameleon\" tg-width=\"1643\" tg-height=\"500\"/><span>数据来源:Market Chameleon</span></p><p><a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>收高10.05%。消息面上,该股市值首次突破1000亿美元。今年迄今,该股已经上涨超过650%。周三比特币突破94000美元,连续第二天创出新高,而MicroStrategy是持有比特币最多的上市公司。MicroStrategy正在加速其大规模购买该加密货币的步伐,该公司周三宣布,将为购买比特币融资的可转换优先票据计划发行规模增加近50%至26亿美元。MicroStrategy本周早些时候称它购买了46亿美元的比特币,持有价值超过300亿美元。</p><p>期权方面,<a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>当日成交突破100万张合约,看涨期权占比攀升至62.7%,其中于11月22到期的530美元行使价的看涨期权成交居前,成交逾3.4万张。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbda421d814a463b2ae93615c274363d\" title=\"Market Chameleon\" tg-width=\"1598\" tg-height=\"436\"/><span>Market Chameleon</span></p><p>加密货币矿商<a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings Inc</a>收涨13.95%。消息面上,比特币价格突破94,000美元创历史新高是推动该股上涨的主要利好。比特币创新高主要是因为有消息称前总统特朗普有望收购加密货币交易所Bakkt,投资者对加密货币前景信心大增。</p><p>期权方面,MARA成交约72.8万张合约,较前一日增75%,看涨期权占比76.8%,其中于11月22到期的22美元行使价的看涨期权成交居前,成交逾3.1万张。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bd9c15e1afe5f637fafd519b8df5b99\" title=\"\" tg-width=\"1597\" tg-height=\"437\"/></p><p><a href=\"https://laohu8.com/S/TGT\">塔吉特</a>收跌21.41%。消息面上,<a href=\"https://laohu8.com/S/TGT\">塔吉特</a>下调了全年盈利预期,警告称季度销售平淡和库存增加损害了盈利能力。该公司目前预计全年每股收益在8.30美元至8.90美元之间,低于此前预期的9美元至9.70美元区间。数据显示,塔吉特Q3营收为256.7亿美元,同比增长1.1%,不及市场预期;Non-GAAP每股收益为1.85美元,不及市场预期。</p><p>期权方面,<a href=\"https://laohu8.com/S/TGT\">塔吉特</a>当日成交约49.8万张合约,看跌期权占比攀升至54%,其中于11月22到期的120美元行使价的看涨期权成交居前,成交逾1.8万张,较90日均量放大13.5倍,</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50a287d935cefae25af0eac9754cb7cf\" title=\"\" tg-width=\"1600\" tg-height=\"438\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/367fa068a00cbca94908e862748783f0","relate_stocks":{"83042":"华夏比特币-R","BK4594":"比特币ETF概念","LU0082616367.USD":"摩根大通美国科技A(dist)","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","03439":"嘉实比特币","BK4588":"碎股","09042":"华夏比特币-U","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","SG9999015978.USD":"利安颠覆性创新基金A","BK4547":"WSB热门概念","BK4585":"ETF&股票定投概念","LU0823414478.USD":"法巴经典能源转换基金","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4596":"哈里斯概念","09439":"嘉实比特币-U","BK4099":"汽车制造商","MARA":"Marathon Digital Holdings Inc","BK4511":"特斯拉概念","03008":"博时比特币","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","CAN":"嘉楠科技","TSLA":"特斯拉","BK4170":"电脑硬件、储存设备及电脑周边","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","MSTX":"Defiance Daily Target 2X Long MSTR ETF","BK4516":"特朗普概念","MSTR":"MicroStrategy","TSLL":"Direxion Daily TSLA Bull 2X Shares","TGT":"塔吉特","BK4592":"伊斯兰概念","IBIT":"iShares Bitcoin Trust","09008":"博时比特币-U","SMCI":"超微电脑","03042":"华夏比特币"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188408058","content_text":"周三,期权市场总成交量达4019万张合约,低于每日平均期权交易量(4461万张),其中看涨期权占比61%;MicroStrategy当日成交突破100万张合约,看涨期权占比攀升至62.7%;MARA成交约72.8万张合约,较前一日增75%,看涨期权占比76.8%。一、市场概览周三(11月20日)美股三大指数仅纳指跌。标普500指数收涨0.13点,涨幅0.00%,报5917.11点。道指收涨139.53点,涨幅0.32%,报43408.47点。纳指收跌21.33点,跌幅0.11%,报18966.14点。期权市场总成交量达40,192,949张合约,低于每日平均期权交易量(44,607,709),其中看涨期权占比61%。二、期权总成交TOP10数据来源:老虎国际英伟达收跌0.76%,盘后续跌2.53%,报142.20美元。英伟达在周三收盘后公布财报,三季度营收351亿美元,高于分析师预期的332.5亿美元。三季度数据中心收入308亿美元,预期291.4亿美元。第三季度调整后每股收益0.81美元,预估为0.74美元。英伟达CEO黄仁勋预测Blackwell产品/系列的需求将在未来几个季度内超过供应。期权方面,英伟达当日期权成交385.36万张合约,看涨期权占比为59%,其中于11月22日到期的150美元行使价的看涨期权成交居前,成交12.8万张。数据来源:Market Chameleon特斯拉收跌1.15%,成交222.62亿美元。特斯拉董事长罗宾·丹霍姆(Robyn Denholm)本月通过出售股票套现超3500万美元。监管文件显示,丹霍姆行使了11.239万份将于明年到期的股票期权,并于11月15日出售了这些股票。如果算上行权成本,她从股票出售中净赚了约3250万美元。丹霍姆在7月份通过一项美国公司内部人士可以用来出售股票的交易计划预先安排了这些交易。期权方面,特斯拉当日期权成交148.36万张合约,看涨期权占比为63.6%,其中于11月22日到期的340美元行使价的看涨期权成交居前,成交5.8万张。数据来源:Market Chameleon三、异动观察数据来源:Market ChameleonMicroStrategy收高10.05%。消息面上,该股市值首次突破1000亿美元。今年迄今,该股已经上涨超过650%。周三比特币突破94000美元,连续第二天创出新高,而MicroStrategy是持有比特币最多的上市公司。MicroStrategy正在加速其大规模购买该加密货币的步伐,该公司周三宣布,将为购买比特币融资的可转换优先票据计划发行规模增加近50%至26亿美元。MicroStrategy本周早些时候称它购买了46亿美元的比特币,持有价值超过300亿美元。期权方面,MicroStrategy当日成交突破100万张合约,看涨期权占比攀升至62.7%,其中于11月22到期的530美元行使价的看涨期权成交居前,成交逾3.4万张。Market Chameleon加密货币矿商Marathon Digital Holdings Inc收涨13.95%。消息面上,比特币价格突破94,000美元创历史新高是推动该股上涨的主要利好。比特币创新高主要是因为有消息称前总统特朗普有望收购加密货币交易所Bakkt,投资者对加密货币前景信心大增。期权方面,MARA成交约72.8万张合约,较前一日增75%,看涨期权占比76.8%,其中于11月22到期的22美元行使价的看涨期权成交居前,成交逾3.1万张。塔吉特收跌21.41%。消息面上,塔吉特下调了全年盈利预期,警告称季度销售平淡和库存增加损害了盈利能力。该公司目前预计全年每股收益在8.30美元至8.90美元之间,低于此前预期的9美元至9.70美元区间。数据显示,塔吉特Q3营收为256.7亿美元,同比增长1.1%,不及市场预期;Non-GAAP每股收益为1.85美元,不及市场预期。期权方面,塔吉特当日成交约49.8万张合约,看跌期权占比攀升至54%,其中于11月22到期的120美元行使价的看涨期权成交居前,成交逾1.8万张,较90日均量放大13.5倍,","news_type":1},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371473963336088,"gmtCreate":1731731551658,"gmtModify":1731731554120,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"金蝉Catherine","avatar":"https://static.tigerbbs.com/52781272929ea9e286926d997a0852ad","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564367031412187","authorIdStr":"3564367031412187"},"themes":[],"htmlText":"信仰","listText":"信仰","text":"信仰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371473963336088","isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371267056677192,"gmtCreate":1731681028240,"gmtModify":1731681030400,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"金蝉Catherine","avatar":"https://static.tigerbbs.com/52781272929ea9e286926d997a0852ad","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564367031412187","authorIdStr":"3564367031412187"},"themes":[],"htmlText":"死了都要爱,生命不息,赚钱不止,与虎相伴到老,财富滚滚而来😘<a href=\"https://laohu8.com/U/36984908995200\"> @小虎活动 </a>","listText":"死了都要爱,生命不息,赚钱不止,与虎相伴到老,财富滚滚而来😘<a href=\"https://laohu8.com/U/36984908995200\"> @小虎活动 </a>","text":"死了都要爱,生命不息,赚钱不止,与虎相伴到老,财富滚滚而来😘 @小虎活动","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371267056677192","isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371313081405584,"gmtCreate":1731661640929,"gmtModify":1731661643549,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"金蝉Catherine","avatar":"https://static.tigerbbs.com/52781272929ea9e286926d997a0852ad","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564367031412187","authorIdStr":"3564367031412187"},"themes":[],"htmlText":"这家软件公司正期待加入新的指数,投资者对这一消息感到兴奋。这一调整将使Palantir符合更多指数的纳入资格,公司预计将满足纳斯达克100指数(NDX)的要求。纳斯达克100指数由该交易所上市的最大非金融公司组成。截至周四收盘,Palantir的市值已达1350亿美元。","listText":"这家软件公司正期待加入新的指数,投资者对这一消息感到兴奋。这一调整将使Palantir符合更多指数的纳入资格,公司预计将满足纳斯达克100指数(NDX)的要求。纳斯达克100指数由该交易所上市的最大非金融公司组成。截至周四收盘,Palantir的市值已达1350亿美元。","text":"这家软件公司正期待加入新的指数,投资者对这一消息感到兴奋。这一调整将使Palantir符合更多指数的纳入资格,公司预计将满足纳斯达克100指数(NDX)的要求。纳斯达克100指数由该交易所上市的最大非金融公司组成。截至周四收盘,Palantir的市值已达1350亿美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371313081405584","repostId":"1115175000","repostType":4,"repost":{"id":"1115175000","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":1731657695,"share":"https://www.laohu8.com/m/news/1115175000?lang=&edition=full","pubTime":"2024-11-15 16:01","market":"us","language":"zh","title":"Palantir将转战纳斯达克交易所:AI先锋迎指数新机遇,股价再飙升?","url":"https://stock-news.laohu8.com/highlight/detail?id=1115175000","media":"老虎资讯综合","summary":"Palantir在周四宣布,计划将其股票从纽约证券交易所转至纳斯达克交易所,预计这一变动将于11月26日生效。这一调整将使Palantir符合更多指数的纳入资格,公司预计将满足纳斯达克100指数的要求。纳斯达克100指数由该交易所上市的最大非金融公司组成。截至周四收盘,Palantir的市值已达1350亿美元。受此消息影响,Palantir的股票在周四盘后交易中上涨超过3%。Palantir的收入增长正在加速,并持续保持盈利,因为其人工智能产品的发展势头良好。","content":"<html><head></head><body><blockquote><p>几个月前, <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> 加入标准普尔 500 指数,此次调整使其有望被纳入纳斯达克 100 指数</p></blockquote><p>周五,Palantir在盘前交易之初涨超2%。Palantir在周四宣布,计划将其股票从纽约证券交易所转至纳斯达克交易所,预计这一变动将于11月26日生效。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3d28a73ecbff1c31df449f47731eedc\" tg-width=\"450\" tg-height=\"132\"/></p><p>在今年加入标普500指数(S&P 500)之前,Palantir Technologies Inc.的股票已经表现非常亮眼。而标普500指数的加入更是进一步推动了该股的上涨。</p><p>如今,这家软件公司正期待加入新的指数,投资者对这一消息感到兴奋。这一调整将使Palantir符合更多指数的纳入资格,公司预计将满足纳斯达克100指数(NDX)的要求。纳斯达克100指数由该交易所上市的最大非金融公司组成。截至周四收盘,Palantir的市值已达1350亿美元。</p><p>投资者对潜在的新指数纳入感到兴奋,因为这意味着追踪该指数的基金将不得不购买Palantir的股票。此外,被纳入高知名度的指数也被视为华尔街对公司合法性的进一步认可。</p><p>今年以来,Palantir股票表现尤为突出,2024年全年累计上涨了245%,在标普500指数中排名第二,仅次于 <a href=\"https://laohu8.com/S/VST\">Vistra Energy Corp.</a> (股票代码:VST),后者今年股价已上涨259%。</p><p>Palantir拥有一批忠实的散户投资者群体,近年来公司业务的进展也让投资者倍感振奋。Palantir的收入增长正在加速,并持续保持盈利,因为其人工智能产品的发展势头良好。</p><p>然而,Palantir的股票上涨也引发了其他争议,一些持悲观态度的分析师对其昂贵的估值表示担忧。Jefferies分析师布伦特·希尔(Brent Thill)本月早些时候将该股票评级下调至“表现不佳”,指出其2025年预估收入的市销率高达38倍。</p><p><em>文章源自 MarketWatch《Palantir’s stock is moving to the Nasdaq. Why investors are cheering the move.》</em></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>Palantir将转战纳斯达克交易所:AI先锋迎指数新机遇,股价再飙升?</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\">\nPalantir将转战纳斯达克交易所:AI先锋迎指数新机遇,股价再飙升?\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\">2024-11-15 16:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>几个月前, <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> 加入标准普尔 500 指数,此次调整使其有望被纳入纳斯达克 100 指数</p></blockquote><p>周五,Palantir在盘前交易之初涨超2%。Palantir在周四宣布,计划将其股票从纽约证券交易所转至纳斯达克交易所,预计这一变动将于11月26日生效。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3d28a73ecbff1c31df449f47731eedc\" tg-width=\"450\" tg-height=\"132\"/></p><p>在今年加入标普500指数(S&P 500)之前,Palantir Technologies Inc.的股票已经表现非常亮眼。而标普500指数的加入更是进一步推动了该股的上涨。</p><p>如今,这家软件公司正期待加入新的指数,投资者对这一消息感到兴奋。这一调整将使Palantir符合更多指数的纳入资格,公司预计将满足纳斯达克100指数(NDX)的要求。纳斯达克100指数由该交易所上市的最大非金融公司组成。截至周四收盘,Palantir的市值已达1350亿美元。</p><p>投资者对潜在的新指数纳入感到兴奋,因为这意味着追踪该指数的基金将不得不购买Palantir的股票。此外,被纳入高知名度的指数也被视为华尔街对公司合法性的进一步认可。</p><p>今年以来,Palantir股票表现尤为突出,2024年全年累计上涨了245%,在标普500指数中排名第二,仅次于 <a href=\"https://laohu8.com/S/VST\">Vistra Energy Corp.</a> (股票代码:VST),后者今年股价已上涨259%。</p><p>Palantir拥有一批忠实的散户投资者群体,近年来公司业务的进展也让投资者倍感振奋。Palantir的收入增长正在加速,并持续保持盈利,因为其人工智能产品的发展势头良好。</p><p>然而,Palantir的股票上涨也引发了其他争议,一些持悲观态度的分析师对其昂贵的估值表示担忧。Jefferies分析师布伦特·希尔(Brent Thill)本月早些时候将该股票评级下调至“表现不佳”,指出其2025年预估收入的市销率高达38倍。</p><p><em>文章源自 MarketWatch《Palantir’s stock is moving to the Nasdaq. Why investors are cheering the move.》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/c461c7ad16f44f042dbd7c2b51dc35f6","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115175000","content_text":"几个月前, Palantir Technologies Inc. 加入标准普尔 500 指数,此次调整使其有望被纳入纳斯达克 100 指数周五,Palantir在盘前交易之初涨超2%。Palantir在周四宣布,计划将其股票从纽约证券交易所转至纳斯达克交易所,预计这一变动将于11月26日生效。在今年加入标普500指数(S&P 500)之前,Palantir Technologies Inc.的股票已经表现非常亮眼。而标普500指数的加入更是进一步推动了该股的上涨。如今,这家软件公司正期待加入新的指数,投资者对这一消息感到兴奋。这一调整将使Palantir符合更多指数的纳入资格,公司预计将满足纳斯达克100指数(NDX)的要求。纳斯达克100指数由该交易所上市的最大非金融公司组成。截至周四收盘,Palantir的市值已达1350亿美元。投资者对潜在的新指数纳入感到兴奋,因为这意味着追踪该指数的基金将不得不购买Palantir的股票。此外,被纳入高知名度的指数也被视为华尔街对公司合法性的进一步认可。今年以来,Palantir股票表现尤为突出,2024年全年累计上涨了245%,在标普500指数中排名第二,仅次于 Vistra Energy Corp. (股票代码:VST),后者今年股价已上涨259%。Palantir拥有一批忠实的散户投资者群体,近年来公司业务的进展也让投资者倍感振奋。Palantir的收入增长正在加速,并持续保持盈利,因为其人工智能产品的发展势头良好。然而,Palantir的股票上涨也引发了其他争议,一些持悲观态度的分析师对其昂贵的估值表示担忧。Jefferies分析师布伦特·希尔(Brent Thill)本月早些时候将该股票评级下调至“表现不佳”,指出其2025年预估收入的市销率高达38倍。文章源自 MarketWatch《Palantir’s stock is moving to the Nasdaq. Why investors are cheering the move.》","news_type":1},"isVote":1,"tweetType":1,"viewCount":2013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370652868726928,"gmtCreate":1731505224247,"gmtModify":1731505229333,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"金蝉Catherine","avatar":"https://static.tigerbbs.com/52781272929ea9e286926d997a0852ad","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564367031412187","authorIdStr":"3564367031412187"},"themes":[],"htmlText":"腾讯小马哥,现已成老马哥,腾讯老大哥,众望所归,任重而道远[鬼脸] ","listText":"腾讯小马哥,现已成老马哥,腾讯老大哥,众望所归,任重而道远[鬼脸] ","text":"腾讯小马哥,现已成老马哥,腾讯老大哥,众望所归,任重而道远[鬼脸]","images":[{"img":"https://static.tigerbbs.com/77ae34b9fcb5504b8c654ea50414d4b8","width":"1080","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370652868726928","isVote":1,"tweetType":1,"viewCount":1059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":370650928463960,"gmtCreate":1731504749294,"gmtModify":1731504751370,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"金蝉Catherine","avatar":"https://static.tigerbbs.com/52781272929ea9e286926d997a0852ad","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564367031412187","authorIdStr":"3564367031412187"},"themes":[],"htmlText":"🇺🇸10月CPI符合预期,略高于前值🙂","listText":"🇺🇸10月CPI符合预期,略高于前值🙂","text":"🇺🇸10月CPI符合预期,略高于前值🙂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370650928463960","repostId":"1194312436","repostType":4,"repost":{"id":"1194312436","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":1731504614,"share":"https://www.laohu8.com/m/news/1194312436?lang=&edition=full","pubTime":"2024-11-13 21:30","market":"us","language":"zh","title":"美国10月未季调CPI年率2.6%,预期2.6%,美股期指直线拉升","url":"https://stock-news.laohu8.com/highlight/detail?id=1194312436","media":"老虎资讯综合","summary":"前值+2.4%","content":"<html><head></head><body><p>美国10月未季调CPI年率 2.6%,预期2.6%,前值2.4%。本次数据符合市场预期,为三个月高位,止步“六连跌”。</p><p>美国10月季调后核心CPI月率 0.3%,预期0.3%,前值0.3%。</p><p>美国10月未季调核心CPI年率 3.3%,预期3.3%,前值3.3%。</p><p>美国10月季调后CPI月率 0.2%,预期0.2%,前值0.2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd4e21becfd9096055a3d5d169c5f3b3\" tg-width=\"865\" tg-height=\"522\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b47fb9afb09ed72d2e821bcdb1a1e2ac\" tg-width=\"867\" tg-height=\"541\"/></p><blockquote><p>解读:这是美国大选后的首份通胀报告。拜登执政期间,美国人对通货膨胀感到失望,现在的消费价格比他上任时高出约 20%。如果没有价格上涨,上周的结果可能会有所不同。尽管通胀已呈降温趋势,但美国当选总统特朗普上任时正值经济的微妙时期,美联储的目标是降低利率,确保经济持续健康发展,而不会重新引发通胀。</p></blockquote><p><strong>交易员加大对美联储12月降息的押注</strong></p><p style=\"text-align: start;\">交易员加大了对美联储12月降息的押注。交易员现在定价美联储12月降息的可能性约为75%,而美国通胀数据公布前为60%。</p><p>美股三大指数期货直线拉升,美元短线下挫,非美货币普涨。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/360ef7715438389ba47e2f5026de4220\" title=\"\" tg-width=\"1161\" tg-height=\"641\"/></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>美国10月未季调CPI年率2.6%,预期2.6%,美股期指直线拉升</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美国10月未季调CPI年率2.6%,预期2.6%,美股期指直线拉升\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\">2024-11-13 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国10月未季调CPI年率 2.6%,预期2.6%,前值2.4%。本次数据符合市场预期,为三个月高位,止步“六连跌”。</p><p>美国10月季调后核心CPI月率 0.3%,预期0.3%,前值0.3%。</p><p>美国10月未季调核心CPI年率 3.3%,预期3.3%,前值3.3%。</p><p>美国10月季调后CPI月率 0.2%,预期0.2%,前值0.2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd4e21becfd9096055a3d5d169c5f3b3\" tg-width=\"865\" tg-height=\"522\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b47fb9afb09ed72d2e821bcdb1a1e2ac\" tg-width=\"867\" tg-height=\"541\"/></p><blockquote><p>解读:这是美国大选后的首份通胀报告。拜登执政期间,美国人对通货膨胀感到失望,现在的消费价格比他上任时高出约 20%。如果没有价格上涨,上周的结果可能会有所不同。尽管通胀已呈降温趋势,但美国当选总统特朗普上任时正值经济的微妙时期,美联储的目标是降低利率,确保经济持续健康发展,而不会重新引发通胀。</p></blockquote><p><strong>交易员加大对美联储12月降息的押注</strong></p><p style=\"text-align: start;\">交易员加大了对美联储12月降息的押注。交易员现在定价美联储12月降息的可能性约为75%,而美国通胀数据公布前为60%。</p><p>美股三大指数期货直线拉升,美元短线下挫,非美货币普涨。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/360ef7715438389ba47e2f5026de4220\" title=\"\" tg-width=\"1161\" tg-height=\"641\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b4516b311844dbc5f7ab90eff087ef7f","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194312436","content_text":"美国10月未季调CPI年率 2.6%,预期2.6%,前值2.4%。本次数据符合市场预期,为三个月高位,止步“六连跌”。美国10月季调后核心CPI月率 0.3%,预期0.3%,前值0.3%。美国10月未季调核心CPI年率 3.3%,预期3.3%,前值3.3%。美国10月季调后CPI月率 0.2%,预期0.2%,前值0.2%。解读:这是美国大选后的首份通胀报告。拜登执政期间,美国人对通货膨胀感到失望,现在的消费价格比他上任时高出约 20%。如果没有价格上涨,上周的结果可能会有所不同。尽管通胀已呈降温趋势,但美国当选总统特朗普上任时正值经济的微妙时期,美联储的目标是降低利率,确保经济持续健康发展,而不会重新引发通胀。交易员加大对美联储12月降息的押注交易员加大了对美联储12月降息的押注。交易员现在定价美联储12月降息的可能性约为75%,而美国通胀数据公布前为60%。美股三大指数期货直线拉升,美元短线下挫,非美货币普涨。","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369862037766528,"gmtCreate":1731316046421,"gmtModify":1731316651694,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"金蝉Catherine","avatar":"https://static.tigerbbs.com/52781272929ea9e286926d997a0852ad","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564367031412187","authorIdStr":"3564367031412187"},"themes":[],"htmlText":"英伟达的AI增长潜力虽大,但Palantir、Meta和Tesla提供了多元化的AI投资机会,从数据分析到广告再到自动驾驶,投资者可关注这三家公司带来的长期价值[暗中观察] ","listText":"英伟达的AI增长潜力虽大,但Palantir、Meta和Tesla提供了多元化的AI投资机会,从数据分析到广告再到自动驾驶,投资者可关注这三家公司带来的长期价值[暗中观察] ","text":"英伟达的AI增长潜力虽大,但Palantir、Meta和Tesla提供了多元化的AI投资机会,从数据分析到广告再到自动驾驶,投资者可关注这三家公司带来的长期价值[暗中观察]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369862037766528","repostId":"1137433018","repostType":2,"repost":{"id":"1137433018","weMediaInfo":{"introduction":"为您提供最新股市深度内容和观点","home_visible":1,"media_name":"华尔街洞察","id":"1020552876","head_image":"https://community-static.tradeup.com/news/890702a9612ac62b7da91453cf6824e4"},"pubTimestamp":1731293827,"share":"https://www.laohu8.com/m/news/1137433018?lang=&edition=full","pubTime":"2024-11-11 10:57","market":"sh","language":"zh","title":"错过英伟达?试试这三只AI股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1137433018","media":"华尔街洞察","summary":"关键点Palantir的客户数量上季度增长39%。自动驾驶出租车或将推动$特斯拉$股价飙升。此外,Meta正通过Llama AI模型和AI广告工具加码AI投入,未来有望将其AI部门盈利化。ARK投资公司预测,随着自动驾驶出租车业务的成熟,特斯拉股价到2029年可能增至2600美元,是当前水平的九倍。总结$英伟达$的AI增长潜力虽大,但Palantir、Meta和Tesla提供了多元化的AI投资机会,从数据分析到广告再到自动驾驶,投资者可关注这三家公司带来的长期价值。","content":"<p><strong>关键点</strong></p><ul style=\"\"><li><p>Palantir的客户数量上季度增长39%。</p></li><li><p>Meta Platforms凭借无AI贡献的强劲价值吸引投资者。</p></li><li><p>自动驾驶出租车或将推动<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价飙升。</p></li></ul><h3 id=\"id_1036095888\">1. Palantir Technologies:AI革命的前沿力量</h3><p>Palantir(纽约证券交易所代码:PLTR)凭借其AI平台,成为政府和商业客户的首选合作伙伴。该公司帮助客户构建大规模语言模型,以解决保险公司加快承保过程、军方管理战场资产等问题。其最新财报显示,Palantir的美国收入增长44%,总收入增长30%至7.26亿美元,客户数量增加了39%。分析师预测2025年其收入将增长23%,达34亿美元。对于想在2025年投资AI的投资者,Palantir是一个值得关注的选择。</p><h3 id=\"id_1613883347\">2. Meta Platforms:广告业务与AI双轮驱动</h3><p>Meta Platforms(纳斯达克代码:META)在AI和广告领域的布局吸引了大量投资者。尽管其股价自去年以来上涨了380%,但目前的市盈率为25倍,仍具有增长潜力。Meta的广告业务覆盖了Facebook、Instagram和WhatsApp,日活跃用户达到32.9亿,年增5%。此外,Meta正通过Llama AI模型和AI广告工具加码AI投入,未来有望将其AI部门盈利化。Meta不仅是一个优质广告业务的选择,也为AI驱动的未来提供了坚实基础。</p><h3 id=\"id_301499543\">3. Tesla:自动驾驶和AI推动新一轮增长</h3><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(纳斯达克代码:TSLA)的自动驾驶业务可能是推动其未来增长的关键。近期推出的全自动Cybercab标志着其在自动驾驶领域的重要进展,马斯克预测到2026年年产量可达200万辆。此外,特斯拉的FSD(完全自动驾驶)系统依托其推理芯片和Dojo系统,将进一步提高自动驾驶数据处理能力。ARK投资公司预测,随着自动驾驶出租车业务的成熟,特斯拉股价到2029年可能增至2600美元,是当前水平的九倍。</p><p><strong>总结</strong></p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的AI增长潜力虽大,但Palantir、Meta和Tesla提供了多元化的AI投资机会,从数据分析到广告再到自动驾驶,投资者可关注这三家公司带来的长期价值。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>错过英伟达?试试这三只AI股票</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错过英伟达?试试这三只AI股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020552876\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/890702a9612ac62b7da91453cf6824e4);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街洞察 </p>\n<p class=\"h-time\">2024-11-11 10:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><strong>关键点</strong></p><ul style=\"\"><li><p>Palantir的客户数量上季度增长39%。</p></li><li><p>Meta Platforms凭借无AI贡献的强劲价值吸引投资者。</p></li><li><p>自动驾驶出租车或将推动<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价飙升。</p></li></ul><h3 id=\"id_1036095888\">1. Palantir Technologies:AI革命的前沿力量</h3><p>Palantir(纽约证券交易所代码:PLTR)凭借其AI平台,成为政府和商业客户的首选合作伙伴。该公司帮助客户构建大规模语言模型,以解决保险公司加快承保过程、军方管理战场资产等问题。其最新财报显示,Palantir的美国收入增长44%,总收入增长30%至7.26亿美元,客户数量增加了39%。分析师预测2025年其收入将增长23%,达34亿美元。对于想在2025年投资AI的投资者,Palantir是一个值得关注的选择。</p><h3 id=\"id_1613883347\">2. Meta Platforms:广告业务与AI双轮驱动</h3><p>Meta Platforms(纳斯达克代码:META)在AI和广告领域的布局吸引了大量投资者。尽管其股价自去年以来上涨了380%,但目前的市盈率为25倍,仍具有增长潜力。Meta的广告业务覆盖了Facebook、Instagram和WhatsApp,日活跃用户达到32.9亿,年增5%。此外,Meta正通过Llama AI模型和AI广告工具加码AI投入,未来有望将其AI部门盈利化。Meta不仅是一个优质广告业务的选择,也为AI驱动的未来提供了坚实基础。</p><h3 id=\"id_301499543\">3. Tesla:自动驾驶和AI推动新一轮增长</h3><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(纳斯达克代码:TSLA)的自动驾驶业务可能是推动其未来增长的关键。近期推出的全自动Cybercab标志着其在自动驾驶领域的重要进展,马斯克预测到2026年年产量可达200万辆。此外,特斯拉的FSD(完全自动驾驶)系统依托其推理芯片和Dojo系统,将进一步提高自动驾驶数据处理能力。ARK投资公司预测,随着自动驾驶出租车业务的成熟,特斯拉股价到2029年可能增至2600美元,是当前水平的九倍。</p><p><strong>总结</strong></p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的AI增长潜力虽大,但Palantir、Meta和Tesla提供了多元化的AI投资机会,从数据分析到广告再到自动驾驶,投资者可关注这三家公司带来的长期价值。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","META":"Meta Platforms, Inc.","NVDA":"英伟达","TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137433018","content_text":"关键点Palantir的客户数量上季度增长39%。Meta Platforms凭借无AI贡献的强劲价值吸引投资者。自动驾驶出租车或将推动特斯拉股价飙升。1. Palantir Technologies:AI革命的前沿力量Palantir(纽约证券交易所代码:PLTR)凭借其AI平台,成为政府和商业客户的首选合作伙伴。该公司帮助客户构建大规模语言模型,以解决保险公司加快承保过程、军方管理战场资产等问题。其最新财报显示,Palantir的美国收入增长44%,总收入增长30%至7.26亿美元,客户数量增加了39%。分析师预测2025年其收入将增长23%,达34亿美元。对于想在2025年投资AI的投资者,Palantir是一个值得关注的选择。2. Meta Platforms:广告业务与AI双轮驱动Meta Platforms(纳斯达克代码:META)在AI和广告领域的布局吸引了大量投资者。尽管其股价自去年以来上涨了380%,但目前的市盈率为25倍,仍具有增长潜力。Meta的广告业务覆盖了Facebook、Instagram和WhatsApp,日活跃用户达到32.9亿,年增5%。此外,Meta正通过Llama AI模型和AI广告工具加码AI投入,未来有望将其AI部门盈利化。Meta不仅是一个优质广告业务的选择,也为AI驱动的未来提供了坚实基础。3. 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超微爆雷,直接带漰半导体etf,纳指也被拖累了,呵呵[吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/365820216271160","isVote":1,"tweetType":1,"viewCount":1514,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4189238557490912","authorId":"4189238557490912","name":"小行星撞地球","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4189238557490912","authorIdStr":"4189238557490912"},"content":"也是无语了,这都能暴大雷","text":"也是无语了,这都能暴大雷","html":"也是无语了,这都能暴大雷"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365675758452816,"gmtCreate":1730276732087,"gmtModify":1730277068504,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"金蝉Catherine","avatar":"https://static.tigerbbs.com/52781272929ea9e286926d997a0852ad","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564367031412187","authorIdStr":"3564367031412187"},"themes":[],"htmlText":"小米牛逼呀,勇敢定价哈😆","listText":"小米牛逼呀,勇敢定价哈😆","text":"小米牛逼呀,勇敢定价哈😆","images":[{"img":"https://static.tigerbbs.com/904494a9712c98cb842e7a2fa3347357","width":"858","height":"445"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365675758452816","isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":362770555941056,"gmtCreate":1729589386869,"gmtModify":1729589388671,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"金蝉Catherine","avatar":"https://static.tigerbbs.com/52781272929ea9e286926d997a0852ad","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564367031412187","authorIdStr":"3564367031412187"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 美银分析英伟达目标价从160提升至190,偏积极乐观,对于AI芯片界的🐲头,又号称是美股之王,英伟达值得拥有和期待(*^o^*)","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 美银分析英伟达目标价从160提升至190,偏积极乐观,对于AI芯片界的🐲头,又号称是美股之王,英伟达值得拥有和期待(*^o^*)","text":"$英伟达(NVDA)$ 美银分析英伟达目标价从160提升至190,偏积极乐观,对于AI芯片界的🐲头,又号称是美股之王,英伟达值得拥有和期待(*^o^*)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362770555941056","isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":324837651619848,"gmtCreate":1720335120038,"gmtModify":1720336005457,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"金蝉Catherine","avatar":"https://static.tigerbbs.com/52781272929ea9e286926d997a0852ad","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564367031412187","authorIdStr":"3564367031412187"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a> 在2024年6月7日,台积电披露最新月度数据,显示公司5月销售额为2296.2亿新台币(约合71.14亿美元),同比增长30.1%。 今年1-5月,台积电累计销售额达1.06万亿新台币(约合328.39亿美元),同比增长27%。针对第二季度的,预估台积电第二季度营收增长大概率会达到40%以上的水平,这对应台积电目前的估值(约30多倍)以及具有统治力的护城河来说,是非常好的增速,或者说台积电目前的估值相对其增长能力和护城河来说并不算贵。 此外,台积电确定后续会涨价,这会提升毛利和净利率,黄仁勋之前曾主动表示:台积电的晶圆和服务价格太低,没有充分体现其对科技行业的贡献,他认为台积电应该提高价格,以匹配其提供的价值。 还有一点想说的就是,台积电不是美国公司,也不在纳斯达克交易所上市,因此他既不在标普500指数中,也不在纳斯达克100指数中,因此即使你无脑买QQQ和SPY也是涵盖不到台积电的,配置台积电对指数投资者来说也有着从无到有的意义[鬼脸] ","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a> 在2024年6月7日,台积电披露最新月度数据,显示公司5月销售额为2296.2亿新台币(约合71.14亿美元),同比增长30.1%。 今年1-5月,台积电累计销售额达1.06万亿新台币(约合328.39亿美元),同比增长27%。针对第二季度的,预估台积电第二季度营收增长大概率会达到40%以上的水平,这对应台积电目前的估值(约30多倍)以及具有统治力的护城河来说,是非常好的增速,或者说台积电目前的估值相对其增长能力和护城河来说并不算贵。 此外,台积电确定后续会涨价,这会提升毛利和净利率,黄仁勋之前曾主动表示:台积电的晶圆和服务价格太低,没有充分体现其对科技行业的贡献,他认为台积电应该提高价格,以匹配其提供的价值。 还有一点想说的就是,台积电不是美国公司,也不在纳斯达克交易所上市,因此他既不在标普500指数中,也不在纳斯达克100指数中,因此即使你无脑买QQQ和SPY也是涵盖不到台积电的,配置台积电对指数投资者来说也有着从无到有的意义[鬼脸] ","text":"$台积电(TSM)$ 在2024年6月7日,台积电披露最新月度数据,显示公司5月销售额为2296.2亿新台币(约合71.14亿美元),同比增长30.1%。 今年1-5月,台积电累计销售额达1.06万亿新台币(约合328.39亿美元),同比增长27%。针对第二季度的,预估台积电第二季度营收增长大概率会达到40%以上的水平,这对应台积电目前的估值(约30多倍)以及具有统治力的护城河来说,是非常好的增速,或者说台积电目前的估值相对其增长能力和护城河来说并不算贵。 此外,台积电确定后续会涨价,这会提升毛利和净利率,黄仁勋之前曾主动表示:台积电的晶圆和服务价格太低,没有充分体现其对科技行业的贡献,他认为台积电应该提高价格,以匹配其提供的价值。 还有一点想说的就是,台积电不是美国公司,也不在纳斯达克交易所上市,因此他既不在标普500指数中,也不在纳斯达克100指数中,因此即使你无脑买QQQ和SPY也是涵盖不到台积电的,配置台积电对指数投资者来说也有着从无到有的意义[鬼脸]","images":[{"img":"https://static.tigerbbs.com/011014ba3566c59ac7eb430152548fd8","width":"1100","height":"732"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":28,"commentSize":9,"repostSize":1,"link":"https://laohu8.com/post/324837651619848","isVote":1,"tweetType":1,"viewCount":11027,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4111302797871770","authorId":"4111302797871770","name":"ylin211","avatar":"https://static.tigerbbs.com/00553775bc8dd1785711ed6065ac8206","crmLevel":5,"crmLevelSwitch":0,"idStr":"4111302797871770","authorIdStr":"4111302797871770"},"content":"那美股的tsm是什么?","text":"那美股的tsm是什么?","html":"那美股的tsm是什么?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":326409579991264,"gmtCreate":1720691441611,"gmtModify":1720693020813,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"金蝉Catherine","avatar":"https://static.tigerbbs.com/52781272929ea9e286926d997a0852ad","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564367031412187","authorIdStr":"3564367031412187"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 持有看多,短期目标价150! 参考英伟达对今年2024年二季度的业绩指引,公司预测二季度营收会在280亿美元(正负2%),同时利润率和一季度基本持平。 参考一季度英伟达的净利润率57.14%,可以预测二季度的净利润是280*57.14%=160亿美元。二季度是2024年的4-6月,仍处于上半年,由于英伟达每个季度都在增长,估且用二季度的利润乘以4,换算成年化(虽然低估了,但没关系) 截止6月底,英伟达市值正好约3万亿美元,二季度净利润预估年度净利润为160*4=640亿美元,30000亿/640亿 = 47倍,同时这一季度对应2023年二季度的营收同比增长是106.4%,净利润同比增速是158.5%。 如果用PEG的算法,即PEG = 市盈率PE / 盈利增长率,英伟达的PEG为47/158 =0.3 注意,这里的47倍市盈率还是静态化全年利润为四倍二季度利润后的低估假设,实际的即时市盈率其实应该是低于47倍的。 一般来说,当PEG值<1,说明被低估;当PEG值>1,说明被高估。 彼得·林奇曾经指出,他最理想的投资对象,其PEG值应该<0.5。 尽管PEG这单一指标并不能说明一切,但也可以佐证这个业绩高速成长、护城河深厚的"铲子型"公司来说并不算多贵。 在这个AI爆发期和半导体向上周期里,英伟达业绩不增长几乎是不可能的(事实上现在台积电有限的高端产能仍然是英伟达业绩增长的主要瓶颈,而非市场需求不够大)。 若以10年的长周期来看,英伟达的在当下这个基数上的平均年化增长速度将会在20%~30%之间(与长期数据中心市场增速相近)。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 持有看多,短期目标价150! 参考英伟达对今年2024年二季度的业绩指引,公司预测二季度营收会在280亿美元(正负2%),同时利润率和一季度基本持平。 参考一季度英伟达的净利润率57.14%,可以预测二季度的净利润是280*57.14%=160亿美元。二季度是2024年的4-6月,仍处于上半年,由于英伟达每个季度都在增长,估且用二季度的利润乘以4,换算成年化(虽然低估了,但没关系) 截止6月底,英伟达市值正好约3万亿美元,二季度净利润预估年度净利润为160*4=640亿美元,30000亿/640亿 = 47倍,同时这一季度对应2023年二季度的营收同比增长是106.4%,净利润同比增速是158.5%。 如果用PEG的算法,即PEG = 市盈率PE / 盈利增长率,英伟达的PEG为47/158 =0.3 注意,这里的47倍市盈率还是静态化全年利润为四倍二季度利润后的低估假设,实际的即时市盈率其实应该是低于47倍的。 一般来说,当PEG值<1,说明被低估;当PEG值>1,说明被高估。 彼得·林奇曾经指出,他最理想的投资对象,其PEG值应该<0.5。 尽管PEG这单一指标并不能说明一切,但也可以佐证这个业绩高速成长、护城河深厚的"铲子型"公司来说并不算多贵。 在这个AI爆发期和半导体向上周期里,英伟达业绩不增长几乎是不可能的(事实上现在台积电有限的高端产能仍然是英伟达业绩增长的主要瓶颈,而非市场需求不够大)。 若以10年的长周期来看,英伟达的在当下这个基数上的平均年化增长速度将会在20%~30%之间(与长期数据中心市场增速相近)。","text":"$英伟达(NVDA)$ 持有看多,短期目标价150! 参考英伟达对今年2024年二季度的业绩指引,公司预测二季度营收会在280亿美元(正负2%),同时利润率和一季度基本持平。 参考一季度英伟达的净利润率57.14%,可以预测二季度的净利润是280*57.14%=160亿美元。二季度是2024年的4-6月,仍处于上半年,由于英伟达每个季度都在增长,估且用二季度的利润乘以4,换算成年化(虽然低估了,但没关系) 截止6月底,英伟达市值正好约3万亿美元,二季度净利润预估年度净利润为160*4=640亿美元,30000亿/640亿 = 47倍,同时这一季度对应2023年二季度的营收同比增长是106.4%,净利润同比增速是158.5%。 如果用PEG的算法,即PEG = 市盈率PE / 盈利增长率,英伟达的PEG为47/158 =0.3 注意,这里的47倍市盈率还是静态化全年利润为四倍二季度利润后的低估假设,实际的即时市盈率其实应该是低于47倍的。 一般来说,当PEG值<1,说明被低估;当PEG值>1,说明被高估。 彼得·林奇曾经指出,他最理想的投资对象,其PEG值应该<0.5。 尽管PEG这单一指标并不能说明一切,但也可以佐证这个业绩高速成长、护城河深厚的"铲子型"公司来说并不算多贵。 在这个AI爆发期和半导体向上周期里,英伟达业绩不增长几乎是不可能的(事实上现在台积电有限的高端产能仍然是英伟达业绩增长的主要瓶颈,而非市场需求不够大)。 若以10年的长周期来看,英伟达的在当下这个基数上的平均年化增长速度将会在20%~30%之间(与长期数据中心市场增速相近)。","images":[{"img":"https://static.tigerbbs.com/c48978458c14aa1ff705298ea37d3811","width":"600","height":"335"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":9,"repostSize":2,"link":"https://laohu8.com/post/326409579991264","isVote":1,"tweetType":1,"viewCount":11840,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"3573325047854143","authorIdStr":"3573325047854143"},"content":"算的很好,看到220,泡沫化300","text":"算的很好,看到220,泡沫化300","html":"算的很好,看到220,泡沫化300"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":627481678,"gmtCreate":1678536784394,"gmtModify":1678536785917,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"金蝉Catherine","avatar":"https://static.tigerbbs.com/52781272929ea9e286926d997a0852ad","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564367031412187","authorIdStr":"3564367031412187"},"themes":[],"htmlText":"震荡😂","listText":"震荡😂","text":"震荡😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627481678","repostId":"627555370","repostType":1,"repost":{"id":627555370,"gmtCreate":1678447612890,"gmtModify":1678447648805,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【有奖活动】用一个词来形容这一周的股市","htmlText":"如果用一个词来形容本周的股市,你会希望是什么?疯狂星期五又来了,小虎君又来给大家发福利了,欢迎大家在评论区留言,参与互动,赢取虎币与老虎周边。这一周的股市表现相对波动较大。整体而言,美国股市三大指数均出现波动,且波动较为明显。受鲍威尔讲话影响,周二美国股市小幅下挫,标普500指数和道琼斯工业平均指数分别下跌1.53%和1.72%,纳斯达克综合指数下跌1.25%。美联储主席鲍威尔在美国参议院银行委员会的听证会上作证,警告今年初的强劲数据可能促使联储不再继续放缓、而是加快加息的脚步,最终利率可能超过联储之前预期水平。就在市场消化这一消息的过程中,受到影响流动性危机影响,美国股市再次下跌,标普500指数和道琼斯工业平均指数分别下跌1.85%和1.66%,纳斯达克综合指数下跌2.05%。周三,专注于投资加密货币的银行Silvergate关门大吉。但更大的雷爆在周四,硅谷银行出现流动性危机,这把投资者吓坏了,市场最担心的是,科技泡沫的破灭恐怕会传导至美国的金融体系,从而互联网泡沫破裂甚至金融危机将会重演。而周五的剧情还在上演,如果用一个词形容这一周的股市,你觉得哪个词较为贴切?为什么呢?【参与方式】在评论区留言!同时转发本贴!用一个词来形容这一周的股市,可以是诗词,也可以是影视台词,还可以是表情包。题材不限,请发挥你的想象力【评奖及发放规则】客观评分(50%):根据回复的互动&点赞数主观评分(50%):根据作品质量进行评审打分【活动时间】活动持续到3月17日【活动奖品】凡是在评论区发表作品,均可获得50虎币,评论区互动最高的1个虎友还有机会获得小虎周边一个。快来艾特你的朋友一起参与吧~<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","listText":"如果用一个词来形容本周的股市,你会希望是什么?疯狂星期五又来了,小虎君又来给大家发福利了,欢迎大家在评论区留言,参与互动,赢取虎币与老虎周边。这一周的股市表现相对波动较大。整体而言,美国股市三大指数均出现波动,且波动较为明显。受鲍威尔讲话影响,周二美国股市小幅下挫,标普500指数和道琼斯工业平均指数分别下跌1.53%和1.72%,纳斯达克综合指数下跌1.25%。美联储主席鲍威尔在美国参议院银行委员会的听证会上作证,警告今年初的强劲数据可能促使联储不再继续放缓、而是加快加息的脚步,最终利率可能超过联储之前预期水平。就在市场消化这一消息的过程中,受到影响流动性危机影响,美国股市再次下跌,标普500指数和道琼斯工业平均指数分别下跌1.85%和1.66%,纳斯达克综合指数下跌2.05%。周三,专注于投资加密货币的银行Silvergate关门大吉。但更大的雷爆在周四,硅谷银行出现流动性危机,这把投资者吓坏了,市场最担心的是,科技泡沫的破灭恐怕会传导至美国的金融体系,从而互联网泡沫破裂甚至金融危机将会重演。而周五的剧情还在上演,如果用一个词形容这一周的股市,你觉得哪个词较为贴切?为什么呢?【参与方式】在评论区留言!同时转发本贴!用一个词来形容这一周的股市,可以是诗词,也可以是影视台词,还可以是表情包。题材不限,请发挥你的想象力【评奖及发放规则】客观评分(50%):根据回复的互动&点赞数主观评分(50%):根据作品质量进行评审打分【活动时间】活动持续到3月17日【活动奖品】凡是在评论区发表作品,均可获得50虎币,评论区互动最高的1个虎友还有机会获得小虎周边一个。快来艾特你的朋友一起参与吧~<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","text":"如果用一个词来形容本周的股市,你会希望是什么?疯狂星期五又来了,小虎君又来给大家发福利了,欢迎大家在评论区留言,参与互动,赢取虎币与老虎周边。这一周的股市表现相对波动较大。整体而言,美国股市三大指数均出现波动,且波动较为明显。受鲍威尔讲话影响,周二美国股市小幅下挫,标普500指数和道琼斯工业平均指数分别下跌1.53%和1.72%,纳斯达克综合指数下跌1.25%。美联储主席鲍威尔在美国参议院银行委员会的听证会上作证,警告今年初的强劲数据可能促使联储不再继续放缓、而是加快加息的脚步,最终利率可能超过联储之前预期水平。就在市场消化这一消息的过程中,受到影响流动性危机影响,美国股市再次下跌,标普500指数和道琼斯工业平均指数分别下跌1.85%和1.66%,纳斯达克综合指数下跌2.05%。周三,专注于投资加密货币的银行Silvergate关门大吉。但更大的雷爆在周四,硅谷银行出现流动性危机,这把投资者吓坏了,市场最担心的是,科技泡沫的破灭恐怕会传导至美国的金融体系,从而互联网泡沫破裂甚至金融危机将会重演。而周五的剧情还在上演,如果用一个词形容这一周的股市,你觉得哪个词较为贴切?为什么呢?【参与方式】在评论区留言!同时转发本贴!用一个词来形容这一周的股市,可以是诗词,也可以是影视台词,还可以是表情包。题材不限,请发挥你的想象力【评奖及发放规则】客观评分(50%):根据回复的互动&点赞数主观评分(50%):根据作品质量进行评审打分【活动时间】活动持续到3月17日【活动奖品】凡是在评论区发表作品,均可获得50虎币,评论区互动最高的1个虎友还有机会获得小虎周边一个。快来艾特你的朋友一起参与吧~$老虎证券(TIGR)$","images":[{"img":"https://static.tigerbbs.com/f27564cdc34a17a0ac11a0917622e215","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627555370","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621731726,"gmtCreate":1672640859065,"gmtModify":1672640861802,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"金蝉Catherine","avatar":"https://static.tigerbbs.com/52781272929ea9e286926d997a0852ad","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564367031412187","authorIdStr":"3564367031412187"},"themes":[],"htmlText":"2023,人生经历全数打包,换个战场还能开张!","listText":"2023,人生经历全数打包,换个战场还能开张!","text":"2023,人生经历全数打包,换个战场还能开张!","images":[{"img":"https://static.tigerbbs.com/442ee85d64f20daeb030845f94a73b7f","width":"852","height":"649"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/621731726","isVote":1,"tweetType":1,"viewCount":2076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":373735203123320,"gmtCreate":1732273540918,"gmtModify":1732273542841,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"金蝉Catherine","avatar":"https://static.tigerbbs.com/52781272929ea9e286926d997a0852ad","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564367031412187","authorIdStr":"3564367031412187"},"themes":[],"htmlText":"感谢分享,㊗️帅哥新婚快乐 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㕛判断错误,以为会在205那个阻力回调,结果是回调了,只象征性小回调一下。于是我的主力仓位在200被sell call行权卖出了,原计划回调到165以内接回来,但由于上周表现太过于强势,我下了sp 165和sp 175,原因是手上筹码不够,愿意更高一点接回。面对TSLA这种趋势中过于强势的股票,不要担心卖飞,多一点耐心,今年一定有倒车接人的机会,3月1日的发布会之后,如果预期落地,会有更好的机会。我的愿意175先小接盘,165和150开始主力接盘。顺便","text":"复盘上周对cpi后的走势判断错了一半,为什么是一半?当时我说cpi之夜,大盘会冲高竭力然后回落。结果如图,cpi是14日周二,科技股周三还冲了一大波,周四出现回落,周五下跌留下缺口。上周下半场的回落主要来自继续加息预期的升温。之前说过,2月的25bp不重要,关键是3月,3月加息25bp也不重要,重要是对后面5月6月是否继续加息的预期,以及下半年不会降息的预期扭转。上周鹰王讲话非常有节奏地提高了期货市场对5月继续加息的预期。3月再加25bp,利率就到了4.75%-5%,这是过去两个月市场的终端利率预期。现在CME的观察预计5月大概率继续加息25bp,且有一半概率6月还会再加25bp,使得终端利率到5.25%-5.5%。修正了过去两个月对终端利率的预期,我觉得市场需要一定空间去适配这个修正。$标普500(.SPX)$ 从图上看很明显跌破了20日线,这周有可能反抽,但基于上述原因3月继续回调的概率较大,可能是2月cpi公布的前后?另外,CME观察仍然显示12月有可能降息25bp,我觉得这个预期早晚也是会修正的。$特斯拉(TSLA)$ 㕛判断错误,以为会在205那个阻力回调,结果是回调了,只象征性小回调一下。于是我的主力仓位在200被sell call行权卖出了,原计划回调到165以内接回来,但由于上周表现太过于强势,我下了sp 165和sp 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href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 跌超3%,<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 、<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 、<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 齐挫;汽车股均下跌,体育用品股、光伏股、餐饮股、濠赌股下跌明显。另一方面,银行股走强撑盘,汇丰控股绩后涨5.56%,药品股、啤酒股多数上涨。美股市场美股周二低开低走,三大指数集体收跌。道指下挫近700点,标普500指数失守4000点关口。美元走强、美债收益率攀升。投资者担心美联储继续加息并长期维持高利率政策将导致经济衰退。最新财报预示着消费者状况转差。截至收盘,纳斯达克指数跌2.5%,道琼斯指数跌2.06%,标普500指数跌2%。标普500指数与道指创去年12月15日以来最差单日表现,纳指连跌三日至1月30日来最低。大型科技股集体下跌,<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 跌超5%,<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> 跌约3%,","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。港股市场2月22日,加息乌云笼罩,隔夜美股重挫。港股低开,恒指跌0.08%,国指跌0.66%,恒生科技指数跌1%。盘面上,大型科技股全线下跌,京东、<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 跌超3%,<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 、<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 、<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 齐挫;汽车股均下跌,体育用品股、光伏股、餐饮股、濠赌股下跌明显。另一方面,银行股走强撑盘,汇丰控股绩后涨5.56%,药品股、啤酒股多数上涨。美股市场美股周二低开低走,三大指数集体收跌。道指下挫近700点,标普500指数失守4000点关口。美元走强、美债收益率攀升。投资者担心美联储继续加息并长期维持高利率政策将导致经济衰退。最新财报预示着消费者状况转差。截至收盘,纳斯达克指数跌2.5%,道琼斯指数跌2.06%,标普500指数跌2%。标普500指数与道指创去年12月15日以来最差单日表现,纳指连跌三日至1月30日来最低。大型科技股集体下跌,<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 跌超5%,<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> 跌约3%,","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。港股市场2月22日,加息乌云笼罩,隔夜美股重挫。港股低开,恒指跌0.08%,国指跌0.66%,恒生科技指数跌1%。盘面上,大型科技股全线下跌,京东、$阿里巴巴-SW(09988)$ 跌超3%,$腾讯控股(00700)$ 、$网易-S(09999)$ 、$快手-W(01024)$ 、$美团-W(03690)$ 齐挫;汽车股均下跌,体育用品股、光伏股、餐饮股、濠赌股下跌明显。另一方面,银行股走强撑盘,汇丰控股绩后涨5.56%,药品股、啤酒股多数上涨。美股市场美股周二低开低走,三大指数集体收跌。道指下挫近700点,标普500指数失守4000点关口。美元走强、美债收益率攀升。投资者担心美联储继续加息并长期维持高利率政策将导致经济衰退。最新财报预示着消费者状况转差。截至收盘,纳斯达克指数跌2.5%,道琼斯指数跌2.06%,标普500指数跌2%。标普500指数与道指创去年12月15日以来最差单日表现,纳指连跌三日至1月30日来最低。大型科技股集体下跌,$特斯拉(TSLA)$ 跌超5%,$奈飞(NFLX)$ 跌约3%,","images":[{"img":"https://static.tigerbbs.com/f2fd7ebbf31e2a47135d8abe97327340","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624966436","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624485424,"gmtCreate":1677648112068,"gmtModify":1677648113692,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"金蝉Catherine","avatar":"https://static.tigerbbs.com/52781272929ea9e286926d997a0852ad","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564367031412187","authorIdStr":"3564367031412187"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624485424","repostId":"624014560","repostType":1,"repost":{"id":624014560,"gmtCreate":1676943564950,"gmtModify":1703729206077,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🚀【2月21日】美股休市,英国股市刷新历史新高!今天买点啥","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。港股市场2月21日讯,美股昨日休市,港股小幅低开,恒指跌0.13%,国指跌0.1%,恒生科技指数跌0.14%。盘面上,大型科技股涨跌参半,<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、百度小幅上涨,京东、<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 走低;昨日走强的内险股普跌,<a href=\"https://laohu8.com/S/00966\">$中国太平(00966)$</a> 跌2.5%,体育用品股、濠赌股走低。另一方面,证监会启动不动产私募投资基金试点,内房股涨幅居前,香港证监会计划允许散户交易大型加密货币,区块链概念股大涨,<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$</a> 涨近6%。联想集团跌1.4%。绿新亲水胶体涨近15%,昨日闪崩跌超70%,公告称不知悉下跌原因。美股市场2月20日因“华盛顿诞辰纪念日”美股休市一天欧股主要指数周一收盘涨跌不一,德国DAX30指数跌0.03%,英国富时100指数涨0.12%,法国CAC40指数跌0.16%,欧洲斯托克50指数跌0.09%。其中,英股抹平上周五回落的跌幅,刷新截至上周四连续四日所创的收盘历史高位,连续第三个交易日收于8000点上方。周一欧股盘中刷洗日高时,美国WTI原油涨至77.51美元,日内涨逾1.5%,布伦特原油涨至8","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。港股市场2月21日讯,美股昨日休市,港股小幅低开,恒指跌0.13%,国指跌0.1%,恒生科技指数跌0.14%。盘面上,大型科技股涨跌参半,<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、百度小幅上涨,京东、<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 走低;昨日走强的内险股普跌,<a href=\"https://laohu8.com/S/00966\">$中国太平(00966)$</a> 跌2.5%,体育用品股、濠赌股走低。另一方面,证监会启动不动产私募投资基金试点,内房股涨幅居前,香港证监会计划允许散户交易大型加密货币,区块链概念股大涨,<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$</a> 涨近6%。联想集团跌1.4%。绿新亲水胶体涨近15%,昨日闪崩跌超70%,公告称不知悉下跌原因。美股市场2月20日因“华盛顿诞辰纪念日”美股休市一天欧股主要指数周一收盘涨跌不一,德国DAX30指数跌0.03%,英国富时100指数涨0.12%,法国CAC40指数跌0.16%,欧洲斯托克50指数跌0.09%。其中,英股抹平上周五回落的跌幅,刷新截至上周四连续四日所创的收盘历史高位,连续第三个交易日收于8000点上方。周一欧股盘中刷洗日高时,美国WTI原油涨至77.51美元,日内涨逾1.5%,布伦特原油涨至8","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。港股市场2月21日讯,美股昨日休市,港股小幅低开,恒指跌0.13%,国指跌0.1%,恒生科技指数跌0.14%。盘面上,大型科技股涨跌参半,$小米集团-W(01810)$ 、$美团-W(03690)$ 、百度小幅上涨,京东、$腾讯控股(00700)$ 、$快手-W(01024)$ 走低;昨日走强的内险股普跌,$中国太平(00966)$ 跌2.5%,体育用品股、濠赌股走低。另一方面,证监会启动不动产私募投资基金试点,内房股涨幅居前,香港证监会计划允许散户交易大型加密货币,区块链概念股大涨,$美图公司(01357)$ 涨近6%。联想集团跌1.4%。绿新亲水胶体涨近15%,昨日闪崩跌超70%,公告称不知悉下跌原因。美股市场2月20日因“华盛顿诞辰纪念日”美股休市一天欧股主要指数周一收盘涨跌不一,德国DAX30指数跌0.03%,英国富时100指数涨0.12%,法国CAC40指数跌0.16%,欧洲斯托克50指数跌0.09%。其中,英股抹平上周五回落的跌幅,刷新截至上周四连续四日所创的收盘历史高位,连续第三个交易日收于8000点上方。周一欧股盘中刷洗日高时,美国WTI原油涨至77.51美元,日内涨逾1.5%,布伦特原油涨至8","images":[{"img":"https://static.tigerbbs.com/4d7da388220bfad782f62f7c19103ddd","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624014560","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624579155,"gmtCreate":1677595044478,"gmtModify":1677595046079,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"金蝉Catherine","avatar":"https://static.tigerbbs.com/52781272929ea9e286926d997a0852ad","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564367031412187","authorIdStr":"3564367031412187"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624579155","repostId":"624005705","repostType":1,"repost":{"id":624005705,"gmtCreate":1676894259307,"gmtModify":1676894277810,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440721572920950","authorIdStr":"3440721572920950"},"themes":[],"title":"美元再度走强,美债继续攀升源自何故?","htmlText":"最近市场一直在反复博弈一个问题:衰退会不会到来?显然,上周公布的1月美国CPI和PPI双双超预期,也使得美债利率和美元明显走高。详细分析请点击《<a href=\"https://laohu8.com/TW/625663913\" target=\"_blank\">1月CPI为何会超预期了</a>》同时,其他但经济数据(如非农)继续保持保持强劲,市场也对美联储货币政策转向的预期开始逆转,目前市场已经隐含了美联储在未来数月内再次加息75个基点的情形,3月FOMC议息会议加息50个基点的可能性上升到了81.9%。综合来看,当前美联储收紧货币政策更多依靠加息,缩表速度相对此前开启QE时偏慢,导致流动性收紧不足。而财政支出力度并没有降低多少。美国流动性虽有所收紧,但与疫情前相比仍较宽松,这虽确实使政策收紧对经济的抑制较为温和,符合美联储在抑制通胀的同时也使经济能够软着陆的期望,但反过来也拖慢了通胀回落的速度.2023财年前四个月美国财政支出1.93万亿美元(历史新高),若以2019年同期作为基数来计算2020年1月起各月的年均增速,可以看到当前财政支出增速虽从前期高点回落,但仍高于疫情前平均水平。美国财政支出与财政收入对比1月ISM服务业PMI超预期抬升荣枯线上方(55.2 vs. 12月49.2),且新订单及商业活动修复明显。2 月密歇根消费者信心指数超预期走高至66.4(vs. 1月64.9),各个收入群体的消费信心在 11 月以来均有所改善。房利美购房者信心指数自去年11月以来的低点大幅反弹,建筑商调查数据也 12月起呈现修复迹象。1月非农新增就业51.7万人远超预期,创2022年7月以来最大增幅,休闲酒店、商业服务、零售等低端服务行业回升明显1月失业率回落至3.4%,创1969年以来新低;1月CPI同比回落幅度不及预期,整体同比6.4%,环比0.5%;1月零售消费环比超预期增长3","listText":"最近市场一直在反复博弈一个问题:衰退会不会到来?显然,上周公布的1月美国CPI和PPI双双超预期,也使得美债利率和美元明显走高。详细分析请点击《<a href=\"https://laohu8.com/TW/625663913\" target=\"_blank\">1月CPI为何会超预期了</a>》同时,其他但经济数据(如非农)继续保持保持强劲,市场也对美联储货币政策转向的预期开始逆转,目前市场已经隐含了美联储在未来数月内再次加息75个基点的情形,3月FOMC议息会议加息50个基点的可能性上升到了81.9%。综合来看,当前美联储收紧货币政策更多依靠加息,缩表速度相对此前开启QE时偏慢,导致流动性收紧不足。而财政支出力度并没有降低多少。美国流动性虽有所收紧,但与疫情前相比仍较宽松,这虽确实使政策收紧对经济的抑制较为温和,符合美联储在抑制通胀的同时也使经济能够软着陆的期望,但反过来也拖慢了通胀回落的速度.2023财年前四个月美国财政支出1.93万亿美元(历史新高),若以2019年同期作为基数来计算2020年1月起各月的年均增速,可以看到当前财政支出增速虽从前期高点回落,但仍高于疫情前平均水平。美国财政支出与财政收入对比1月ISM服务业PMI超预期抬升荣枯线上方(55.2 vs. 12月49.2),且新订单及商业活动修复明显。2 月密歇根消费者信心指数超预期走高至66.4(vs. 1月64.9),各个收入群体的消费信心在 11 月以来均有所改善。房利美购房者信心指数自去年11月以来的低点大幅反弹,建筑商调查数据也 12月起呈现修复迹象。1月非农新增就业51.7万人远超预期,创2022年7月以来最大增幅,休闲酒店、商业服务、零售等低端服务行业回升明显1月失业率回落至3.4%,创1969年以来新低;1月CPI同比回落幅度不及预期,整体同比6.4%,环比0.5%;1月零售消费环比超预期增长3","text":"最近市场一直在反复博弈一个问题:衰退会不会到来?显然,上周公布的1月美国CPI和PPI双双超预期,也使得美债利率和美元明显走高。详细分析请点击《1月CPI为何会超预期了》同时,其他但经济数据(如非农)继续保持保持强劲,市场也对美联储货币政策转向的预期开始逆转,目前市场已经隐含了美联储在未来数月内再次加息75个基点的情形,3月FOMC议息会议加息50个基点的可能性上升到了81.9%。综合来看,当前美联储收紧货币政策更多依靠加息,缩表速度相对此前开启QE时偏慢,导致流动性收紧不足。而财政支出力度并没有降低多少。美国流动性虽有所收紧,但与疫情前相比仍较宽松,这虽确实使政策收紧对经济的抑制较为温和,符合美联储在抑制通胀的同时也使经济能够软着陆的期望,但反过来也拖慢了通胀回落的速度.2023财年前四个月美国财政支出1.93万亿美元(历史新高),若以2019年同期作为基数来计算2020年1月起各月的年均增速,可以看到当前财政支出增速虽从前期高点回落,但仍高于疫情前平均水平。美国财政支出与财政收入对比1月ISM服务业PMI超预期抬升荣枯线上方(55.2 vs. 12月49.2),且新订单及商业活动修复明显。2 月密歇根消费者信心指数超预期走高至66.4(vs. 1月64.9),各个收入群体的消费信心在 11 月以来均有所改善。房利美购房者信心指数自去年11月以来的低点大幅反弹,建筑商调查数据也 12月起呈现修复迹象。1月非农新增就业51.7万人远超预期,创2022年7月以来最大增幅,休闲酒店、商业服务、零售等低端服务行业回升明显1月失业率回落至3.4%,创1969年以来新低;1月CPI同比回落幅度不及预期,整体同比6.4%,环比0.5%;1月零售消费环比超预期增长3","images":[{"img":"https://static.tigerbbs.com/8960b86907ea531ebfc869c1070ad909","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/e73df9a36b2fd2fe8e45b7d9225cafe2","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/e31e4c12c5dd5337c8a0e8ec246f6ef7","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624005705","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}