雁门关向东二万五千里的个人主页 - 老虎社区

雁门关向东二万五千里

雁门关向东二万五千里

雁门关

IP属地：湖北

51关注

88粉丝

5主题

0勋章

雁门关向东二万五千里

02-27 22:46

吓人的，中期选举打不了

国际油价拉升，“福特”号航母抵达中东，美官方提醒公民尽快离开以色列

雁门关向东二万五千里

02-27 12:29

$MP Materials Corp.(MP)$ 越跌越买，一旦起风，直接上300，

雁门关向东二万五千里

02-27 09:37

$黄金主连 2604(GCmain)$ 赶紧下来，黄金短缺就是骗局，，

雁门关向东二万五千里

02-27 03:21

$英伟达(NVDA)$ 废废了，第二个甲骨文，160见。

雁门关向东二万五千里

02-26

$英伟达(NVDA)$ 没戏了，180见

雁门关向东二万五千里

02-26

$英伟达(NVDA)$ 这次如果还上不了200.以后就没戏。

雁门关向东二万五千里

02-26

$英伟达(NVDA)$ 涨，跌全看庄家心情。

雁门关向东二万五千里

02-24

$英伟达(NVDA)$ 这次达子财报拉不起来，基本就算废了。

雁门关向东二万五千里

02-24

$MP Materials Corp.(MP)$ 美国独苗，10倍潜力股。

雁门关向东二万五千里

02-24

猪在风口飞。

雁门关向东二万五千里

02-23

$白银主连 2603(SImain)$ 月底了，清盘日期临近了。

雁门关向东二万五千里

02-23

$NQ100指数主连 2603(NQmain)$ 微软和达子拉不起来，大盘还得猴市。

雁门关向东二万五千里

02-23

狗庄们都在跑路

英伟达“滞涨”数月，本周“全球最重要财报”拉得动吗？

雁门关向东二万五千里

02-22

伊朗冲突，有点难

@nbnbynmm:$英伟达(NVDA)$ 未来两周全村的希望了。

雁门关向东二万五千里

02-20

$Faraday Future Intelligent Electric Inc(FFAI)$ 不增发就没收入，没收入就会破产。

雁门关向东二万五千里

02-19

$英伟达(NVDA)$ 这货根本拉不起来，又是日本加息，又是伊朗冲突，美股就是猴市，

雁门关向东二万五千里

02-14

$纳斯达克(.IXIC)$ 花街在等小日子3月加息消息。

雁门关向东二万五千里

02-10

$英伟达(NVDA)$ 财报前拉到200，机构先出一部分货。

雁门关向东二万五千里

02-10

垃圾的很，

彻底沸腾！暴涨超24%！AI突传重磅，摩根大通火线发声！

雁门关向东二万五千里

02-06

$白银主连 2603(SImain)$ 废了

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4092177932484180","uuid":"4092177932484180","gmtCreate":1629074868700,"gmtModify":1746438031474,"name":"雁门关向东二万五千里","pinyin":"ymgxdewwqlyanmenguanxiangdongerwanwuqianli","introduction":"","introductionEn":"","signature":"雁门关","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":88,"headSize":51,"tweetSize":332,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":5,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.25","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.50%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.22","exceedPercentage":"93.46%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101}],"userBadgeCount":6,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"湖北","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":5,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":537324464218992,"gmtCreate":1772203615995,"gmtModify":1772203618902,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092177932484180","idStr":"4092177932484180"},"themes":[],"title":"","htmlText":"吓人的，中期选举打不了","listText":"吓人的，中期选举打不了","text":"吓人的，中期选举打不了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537324464218992","repostId":"1105685550","repostType":4,"repost":{"id":"1105685550","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":1772197629,"share":"https://www.laohu8.com/m/news/1105685550?lang=zh_CN&edition=full","pubTime":"2026-02-27 21:07","market":"fut","language":"zh","title":"国际油价拉升，“福特”号航母抵达中东，美官方提醒公民尽快离开以色列","url":"https://stock-news.laohu8.com/highlight/detail?id=1105685550","media":"老虎资讯综合","summary":"特朗普听取对伊军事行动汇报。","content":"<html><head></head><body><p>周五，国际油价大幅拉升，截至发稿，WTI原油日内涨幅达3%，布伦特原油涨近3%。消息面上，<strong>美军“福特”号航母抵达以色列水域，与“林肯”号组成双航母打击群，约20架美军加油机已抵达以色列。美国驻以色列大使馆下令非紧急雇员及家属撤离，并建议在以美国公民“尽快离开”。特朗普听取对伊军事行动汇报，美伊核谈判仍在进行。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1db19e3c9afbd77bec18cbf1c6e2f6fd\" title=\"\" tg-width=\"1038\" tg-height=\"414\"/></p><p>中国外交部提醒公民暂勿前往伊朗，在当地人员尽快撤离。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac55c12dec50c5bc81933422bb2dd58a\" title=\"\" tg-width=\"1020\" tg-height=\"468\"/></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>国际油价拉升，“福特”号航母抵达中东，美官方提醒公民尽快离开以色列</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国际油价拉升，“福特”号航母抵达中东，美官方提醒公民尽快离开以色列\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\">2026-02-27 21:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周五，国际油价大幅拉升，截至发稿，WTI原油日内涨幅达3%，布伦特原油涨近3%。消息面上，<strong>美军“福特”号航母抵达以色列水域，与“林肯”号组成双航母打击群，约20架美军加油机已抵达以色列。美国驻以色列大使馆下令非紧急雇员及家属撤离，并建议在以美国公民“尽快离开”。特朗普听取对伊军事行动汇报，美伊核谈判仍在进行。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1db19e3c9afbd77bec18cbf1c6e2f6fd\" title=\"\" tg-width=\"1038\" tg-height=\"414\"/></p><p>中国外交部提醒公民暂勿前往伊朗，在当地人员尽快撤离。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac55c12dec50c5bc81933422bb2dd58a\" title=\"\" tg-width=\"1020\" tg-height=\"468\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cdc7ca9eb3fdcde7868d42c981e73b12","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105685550","content_text":"周五，国际油价大幅拉升，截至发稿，WTI原油日内涨幅达3%，布伦特原油涨近3%。消息面上，美军“福特”号航母抵达以色列水域，与“林肯”号组成双航母打击群，约20架美军加油机已抵达以色列。美国驻以色列大使馆下令非紧急雇员及家属撤离，并建议在以美国公民“尽快离开”。特朗普听取对伊军事行动汇报，美伊核谈判仍在进行。中国外交部提醒公民暂勿前往伊朗，在当地人员尽快撤离。","news_type":1,"symbols_score_info":{"CLmain":2}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537172517032016,"gmtCreate":1772166597926,"gmtModify":1772166599960,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092177932484180","idStr":"4092177932484180"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MP\">$MP Materials Corp.(MP)$ </a> 越跌越买，一旦起风，直接上300，","listText":"<a href=\"https://laohu8.com/S/MP\">$MP Materials Corp.(MP)$ </a> 越跌越买，一旦起风，直接上300，","text":"$MP Materials Corp.(MP)$ 越跌越买，一旦起风，直接上300，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537172517032016","isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537129989813096,"gmtCreate":1772156225763,"gmtModify":1772156227510,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092177932484180","idStr":"4092177932484180"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2604(GCmain)$&nbsp;</a><v-v data-views=\"0\"></v-v> 赶紧下来，黄金短缺就是骗局，，","listText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2604(GCmain)$&nbsp;</a><v-v data-views=\"0\"></v-v> 赶紧下来，黄金短缺就是骗局，，","text":"$黄金主连 2604(GCmain)$ 赶紧下来，黄金短缺就是骗局，，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537129989813096","isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537038126076744,"gmtCreate":1772133709097,"gmtModify":1772133710949,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092177932484180","idStr":"4092177932484180"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 废废了，第二个甲骨文，160见。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 废废了，第二个甲骨文，160见。","text":"$英伟达(NVDA)$ 废废了，第二个甲骨文，160见。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537038126076744","isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536760813543448,"gmtCreate":1772065988969,"gmtModify":1772065990973,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092177932484180","idStr":"4092177932484180"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 没戏了，180见","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 没戏了，180见","text":"$英伟达(NVDA)$ 没戏了，180见","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/536760813543448","isVote":1,"tweetType":1,"viewCount":975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536710301230040,"gmtCreate":1772053675251,"gmtModify":1772053677388,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092177932484180","idStr":"4092177932484180"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 这次如果还上不了200.以后就没戏。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 这次如果还上不了200.以后就没戏。","text":"$英伟达(NVDA)$ 这次如果还上不了200.以后就没戏。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/536710301230040","isVote":1,"tweetType":1,"viewCount":1825,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3561649565466203","idStr":"3561649565466203"},"content":"算了吧 今年300都有可能250～260是板上钉钉的","text":"算了吧 今年300都有可能250～260是板上钉钉的","html":"算了吧 今年300都有可能250～260是板上钉钉的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536709430236304,"gmtCreate":1772053553330,"gmtModify":1772053555103,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092177932484180","idStr":"4092177932484180"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 涨，跌全看庄家心情。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 涨，跌全看庄家心情。","text":"$英伟达(NVDA)$ 涨，跌全看庄家心情。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536709430236304","isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536247617115712,"gmtCreate":1771938914839,"gmtModify":1771938916804,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092177932484180","idStr":"4092177932484180"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 这次达子财报拉不起来，基本就算废了。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 这次达子财报拉不起来，基本就算废了。","text":"$英伟达(NVDA)$ 这次达子财报拉不起来，基本就算废了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536247617115712","isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536196068544728,"gmtCreate":1771928127617,"gmtModify":1771928129590,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092177932484180","idStr":"4092177932484180"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MP\">$MP Materials Corp.(MP)$ </a> 美国独苗，10倍潜力股。","listText":"<a href=\"https://laohu8.com/S/MP\">$MP Materials Corp.(MP)$ </a> 美国独苗，10倍潜力股。","text":"$MP Materials Corp.(MP)$ 美国独苗，10倍潜力股。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536196068544728","isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536196235564664,"gmtCreate":1771926370605,"gmtModify":1771926516562,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092177932484180","idStr":"4092177932484180"},"themes":[],"htmlText":"猪在风口飞。","listText":"猪在风口飞。","text":"猪在风口飞。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536196235564664","isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":535869749736912,"gmtCreate":1771848471567,"gmtModify":1771848473371,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092177932484180","idStr":"4092177932484180"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/SImain\">$白银主连 2603(SImain)$&nbsp;</a> 月底了，清盘日期临近了。","listText":"<a href=\"https://laohu8.com/FUT/SImain\">$白银主连 2603(SImain)$&nbsp;</a> 月底了，清盘日期临近了。","text":"$白银主连 2603(SImain)$ 月底了，清盘日期临近了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/535869749736912","isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":535868052947168,"gmtCreate":1771848120473,"gmtModify":1771848122375,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092177932484180","idStr":"4092177932484180"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2603(NQmain)$&nbsp;</a><v-v data-views=\"0\"></v-v> 微软和达子拉不起来，大盘还得猴市。","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2603(NQmain)$&nbsp;</a><v-v data-views=\"0\"></v-v> 微软和达子拉不起来，大盘还得猴市。","text":"$NQ100指数主连 2603(NQmain)$ 微软和达子拉不起来，大盘还得猴市。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/535868052947168","isVote":1,"tweetType":1,"viewCount":985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":535797577975352,"gmtCreate":1771830919682,"gmtModify":1771832603106,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092177932484180","idStr":"4092177932484180"},"themes":[],"title":"","htmlText":"狗庄们都在跑路","listText":"狗庄们都在跑路","text":"狗庄们都在跑路","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/535797577975352","repostId":"2613518270","repostType":2,"repost":{"id":"2613518270","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1771812901,"share":"https://www.laohu8.com/m/news/2613518270?lang=zh_CN&edition=full","pubTime":"2026-02-23 10:15","market":"us","language":"zh","title":"英伟达“滞涨”数月，本周“全球最重要财报”拉得动吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2613518270","media":"华尔街见闻","summary":"如果业绩无法安抚躁动的市场，随之而来的波动恐将波及AI板块乃至整个大盘。","content":"<html><head></head><body><blockquote><p>如果业绩无法安抚躁动的市场，随之而来的波动恐将波及AI板块乃至整个大盘。</p></blockquote><p style=\"text-align: justify;\">“如果英伟达打个喷嚏，所有人都会感冒。”Equity Armor Investments 首席执行官 Luke Rahbari 如是说。</p><p style=\"text-align: justify;\">作为过去几年美股牛市无可争议的擎天柱，英伟达股价数月来一直横盘震荡，去年Q4以来，英伟达股价仅微涨1.7%，跑输了同期标普500指数3.3%的涨幅；2026年开年以来，英伟达回报表现落入标普500下半区。</p><p style=\"text-align: justify;\">本周三，英伟达将公布备受瞩目的第四季度及全年财报。华尔街的共识是：业绩依然会很强，甚至会“碾压”分析师的预期。但在AI质疑论升温与宏观局势动荡的背景下，真正的问题在于：<strong>仅仅“好”还足够吗？</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38f2cbbb9ee9ca1749ca6518ffc757c4\" tg-width=\"701\" tg-height=\"561\"/></p><h2 id=\"id_1699324668\">本周“全球最重要财报”拉得动吗？</h2><p style=\"text-align: justify;\">“从基本面看，英伟达的故事依然强硬，问题在于市场情绪能否跟上。”Northwestern Mutual 财富管理公司首席股票投资组合经理 Matt Stucky 表示。</p><p style=\"text-align: justify;\">投资者正面临一种典型的“预期悖论”。虽然市场普遍预计英伟达将调高未来几个季度的指引，但历史数据显示，在过去两次财报发布后，英伟达股价均遭遇了抛售。</p><p style=\"text-align: justify;\">Wayve Capital Management 首席策略师 Rhys Williams 警告称，股价可能会因为业绩“不够好”而下跌。</p><blockquote><p style=\"text-align: justify;\">“根据我们的观察，即便官方财报和指引没有问题，只是可能达不到预期。”</p></blockquote><p style=\"text-align: justify;\">这种困境并非英伟达独有。曾经作为市场最大贡献者的科技“七巨头”（Mag7），去年Q4以来整体下跌近1%，同期表现逊于标普500指数。</p><p style=\"text-align: justify;\">投资者们谨慎情绪的背后，是对巨头们数千亿美元AI资本开支（Capex）能否转化为实际利润的深刻焦虑。微软此前发布强劲财报后股价反跌，正是因为投资者死盯着Azure增速放缓与创纪录的支出预期不放。</p><h2 id=\"id_3302037329\">宏观逆风——当AI遇到复杂的2026</h2><p style=\"text-align: justify;\">除了行业内部的估值修正，英伟达还必须面对复杂的宏观环境。</p><p style=\"text-align: justify;\">2026年的开局充满了不确定性。地缘政治上，特朗普政府对伊朗发出的攻击威胁令市场神经紧绷；政策层面，最高法院刚刚否决了特朗普总统的关税政策——尽管这对美企通常被视为利好，但也让白宫后续的经济政策走向变得扑朔迷离。</p><p style=\"text-align: justify;\">经济数据同样喜忧参半。周五发布的数据显示经济增长正在放缓，而通胀依然顽固。在经历了一个“疲软的2025年”后，劳动力市场虽有企稳迹象，但这反而促使交易员押注美联储将对进一步降息持审慎态度。</p><p style=\"text-align: justify;\">在这样充满噪音的宏观背景下，英伟达想要凭借财报扭转乾坤，难度可想而知。</p><h2 id=\"id_1158171082\">估值洼地还是价值陷阱？</h2><p style=\"text-align: justify;\">不过，长达数月的滞涨也并非全无益处——它为英伟达挤掉了不少泡沫。</p><p style=\"text-align: justify;\">目前，英伟达的远期市盈率已回落至24倍以下，接近五年来的最低点，且远低于38倍的五年平均水平。MFA Wealth 首席股票策略师 Will McMahon 认为，相对便宜的估值可能成为买入的催化剂：</p><blockquote><p style=\"text-align: justify;\">“人们仍视英伟达为市场救世主，希望它能平息当前的市场情绪波动。”</p></blockquote><p style=\"text-align: justify;\">但低估值只是入场券，要重启涨势，CEO黄仁勋必须讲好新的故事，特别是关于<strong>市场份额的防御战</strong>。</p><p style=\"text-align: justify;\">随着AMD、亚马逊、博通和Alphabet（谷歌母公司）纷纷推出用于生成AI模型的“推理芯片”，竞争格局正在发生微妙变化。Mapsignals 首席投资策略师 Alec Young 指出，在市场确信英伟达能维持其市场份额和订单流之前，其估值倍数将持续受到压缩。</p><p style=\"text-align: justify;\">Matt Stucky 补充道：“从长远来看，提振情绪的关键在于黄仁勋能否有力地论证，英伟达将在‘推理市场’继续保持统治地位。这是支撑其长期逻辑的核心。”</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>英伟达“滞涨”数月，本周“全球最重要财报”拉得动吗？</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英伟达“滞涨”数月，本周“全球最重要财报”拉得动吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-23 10:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3765963><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>如果业绩无法安抚躁动的市场，随之而来的波动恐将波及AI板块乃至整个大盘。“如果英伟达打个喷嚏，所有人都会感冒。”Equity Armor Investments 首席执行官 Luke Rahbari 如是说。作为过去几年美股牛市无可争议的擎天柱，英伟达股价数月来一直横盘震荡，去年Q4以来，英伟达股价仅微涨1.7%，跑输了同期标普500指数3.3%的涨幅；2026年开年以来，英伟达回报表现落入标普...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3765963\">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/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","SNVD.UK":"LS -1X NVIDIA","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","ANV":"GraniteShares Autocallable NVDA ETF","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","BK4592":"伊斯兰概念","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","BK4585":"ETF&股票定投概念","LU0882574139.USD":"富达环球消费行业基金A ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","BK4587":"ChatGPT概念","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","BK4588":"碎股","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","BK4598":"佩洛西持仓","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","NVD2.UK":"2X NVIDIA ETP","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","NVD3.UK":"LS 3X NVIDIA","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","NVDS.UK":"LS -1X NVIDIA","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","BK4605":"半导体精选","BK4608":"AI应用概念股","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","NVDA":"英伟达","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0080751232.USD":"富达环球多元动力基金A","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","3NVD.UK":"LS 3X NVIDIA","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4612":"AI芯片","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","BK4614":"Manus概念股","BK4579":"人工智能","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","BK4581":"高盛持仓","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","NVD":"2倍做空NVDA ETF-GraniteShares","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","NVDB":"ProShares Ultra NVDA ETF","NVDD":"1倍做空NVDA ETF-Direxion","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","NVDG":"2倍做多NVDA ETF- Leverage Shares","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","NVDQ":"2倍做空NVDA ETF-T-Rex","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","NVDS":"1.5倍做空NVDA ETF-Tradr","SG9999002232.USD":"Allianz Global High Payout USD","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","NVDU":"2倍做多NVDA ETF-Direxion","SG9999002224.SGD":"Allianz Global High Payout SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","NVDW":"NVDA周配息ETF-Roundhill","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU0079474960.USD":"联博美国增长基金A","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","NVDX":"2倍做多NVDA ETF-T-Rex","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","NVDY":"NVDA期权收益策略ETF-YieldMax","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","NVII":"Rex NVDA Growth & Income ETF","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0109391861.USD":"富兰克林美国机遇基金A Acc","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU0072462426.USD":"贝莱德全球配置 A2","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","DIPS":"做空NVDA期权收益策略ETF-YieldMax","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0861579265.USD":"联博低波幅策略股票基金A","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0109392836.USD":"富兰克林科技股A","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0444971666.USD":"天利全球科技基金","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","BK4543":"AI","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","2NVD.UK":"2X NVIDIA ETP","NVIW.SI":"NVDA 3xLongSG261006","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","BK4549":"软银资本持仓","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","BK4548":"巴美列捷福持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1917777945.USD":"安联专题基金Cl AT Acc","BK4554":"元宇宙及AR概念","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","BK4550":"红杉资本持仓","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK4551":"寇图资本持仓","LU0557290698.USD":"施罗德环球可持续增长基金","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4529":"IDC概念","SG9999001424.SGD":"United E-Commerce Fund SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1261432733.SGD":"Fidelity World A-ACC-SGD","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","BK4527":"明星科技股","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","BK4532":"文艺复兴科技持仓","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","SG9999014906.USD":"大华全球优质成长基金Acc USD","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","BK4567":"ESG概念","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","BK4503":"景林资产持仓","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC"},"source_url":"https://wallstreetcn.com/articles/3765963","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2613518270","content_text":"如果业绩无法安抚躁动的市场，随之而来的波动恐将波及AI板块乃至整个大盘。“如果英伟达打个喷嚏，所有人都会感冒。”Equity Armor Investments 首席执行官 Luke Rahbari 如是说。作为过去几年美股牛市无可争议的擎天柱，英伟达股价数月来一直横盘震荡，去年Q4以来，英伟达股价仅微涨1.7%，跑输了同期标普500指数3.3%的涨幅；2026年开年以来，英伟达回报表现落入标普500下半区。本周三，英伟达将公布备受瞩目的第四季度及全年财报。华尔街的共识是：业绩依然会很强，甚至会“碾压”分析师的预期。但在AI质疑论升温与宏观局势动荡的背景下，真正的问题在于：仅仅“好”还足够吗？本周“全球最重要财报”拉得动吗？“从基本面看，英伟达的故事依然强硬，问题在于市场情绪能否跟上。”Northwestern Mutual 财富管理公司首席股票投资组合经理 Matt Stucky 表示。投资者正面临一种典型的“预期悖论”。虽然市场普遍预计英伟达将调高未来几个季度的指引，但历史数据显示，在过去两次财报发布后，英伟达股价均遭遇了抛售。Wayve Capital Management 首席策略师 Rhys Williams 警告称，股价可能会因为业绩“不够好”而下跌。“根据我们的观察，即便官方财报和指引没有问题，只是可能达不到预期。”这种困境并非英伟达独有。曾经作为市场最大贡献者的科技“七巨头”（Mag7），去年Q4以来整体下跌近1%，同期表现逊于标普500指数。投资者们谨慎情绪的背后，是对巨头们数千亿美元AI资本开支（Capex）能否转化为实际利润的深刻焦虑。微软此前发布强劲财报后股价反跌，正是因为投资者死盯着Azure增速放缓与创纪录的支出预期不放。宏观逆风——当AI遇到复杂的2026除了行业内部的估值修正，英伟达还必须面对复杂的宏观环境。2026年的开局充满了不确定性。地缘政治上，特朗普政府对伊朗发出的攻击威胁令市场神经紧绷；政策层面，最高法院刚刚否决了特朗普总统的关税政策——尽管这对美企通常被视为利好，但也让白宫后续的经济政策走向变得扑朔迷离。经济数据同样喜忧参半。周五发布的数据显示经济增长正在放缓，而通胀依然顽固。在经历了一个“疲软的2025年”后，劳动力市场虽有企稳迹象，但这反而促使交易员押注美联储将对进一步降息持审慎态度。在这样充满噪音的宏观背景下，英伟达想要凭借财报扭转乾坤，难度可想而知。估值洼地还是价值陷阱？不过，长达数月的滞涨也并非全无益处——它为英伟达挤掉了不少泡沫。目前，英伟达的远期市盈率已回落至24倍以下，接近五年来的最低点，且远低于38倍的五年平均水平。MFA Wealth 首席股票策略师 Will McMahon 认为，相对便宜的估值可能成为买入的催化剂：“人们仍视英伟达为市场救世主，希望它能平息当前的市场情绪波动。”但低估值只是入场券，要重启涨势，CEO黄仁勋必须讲好新的故事，特别是关于市场份额的防御战。随着AMD、亚马逊、博通和Alphabet（谷歌母公司）纷纷推出用于生成AI模型的“推理芯片”，竞争格局正在发生微妙变化。Mapsignals 首席投资策略师 Alec Young 指出，在市场确信英伟达能维持其市场份额和订单流之前，其估值倍数将持续受到压缩。Matt Stucky 补充道：“从长远来看，提振情绪的关键在于黄仁勋能否有力地论证，英伟达将在‘推理市场’继续保持统治地位。这是支撑其长期逻辑的核心。”","news_type":1,"symbols_score_info":{"ANV":0.6,"DIPS":0.6,"NVDU":0.6,"2NVD.UK":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"NVDW":0.6,"NVDG":0.6,"NVDS.UK":0.6,"NVDX":0.6,"NVDB":0.6,"NVDA":1.98,"NVDY":0.6,"NVD":0.6,"NVDQ":0.6,"NVDD":0.6,"NVD2.UK":0.6,"3NVD.UK":0.6,"NVD3.UK":0.6,"NVDS":0.6,"NVII":0.6}},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":535344950964704,"gmtCreate":1771720335786,"gmtModify":1771720338422,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092177932484180","idStr":"4092177932484180"},"themes":[],"title":"","htmlText":"伊朗冲突，有点难","listText":"伊朗冲突，有点难","text":"伊朗冲突，有点难","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/535344950964704","repostId":"534489013420056","repostType":1,"repost":{"id":534489013420056,"gmtCreate":1771511350267,"gmtModify":1771511352071,"author":{"id":"3547680607221960","authorId":"3547680607221960","name":"nbnbynmm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3547680607221960","idStr":"3547680607221960"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 未来两周全村的希望了。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 未来两周全村的希望了。","text":"$英伟达(NVDA)$ 未来两周全村的希望了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534489013420056","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":534628232942336,"gmtCreate":1771545356201,"gmtModify":1771545358277,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092177932484180","idStr":"4092177932484180"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$ </a> 不增发就没收入，没收入就会破产。","listText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$ </a> 不增发就没收入，没收入就会破产。","text":"$Faraday Future Intelligent Electric Inc(FFAI)$ 不增发就没收入，没收入就会破产。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/534628232942336","isVote":1,"tweetType":1,"viewCount":1289,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3497573802163525","authorId":"3497573802163525","name":"K线画师","avatar":"https://static.tigerbbs.com/f67d276062d02c326c8489a50668ef1c","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3497573802163525","idStr":"3497573802163525"},"content":"总股本比总市值还高，浪费我几百刀，不玩了","text":"总股本比总市值还高，浪费我几百刀，不玩了","html":"总股本比总市值还高，浪费我几百刀，不玩了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":534316112351712,"gmtCreate":1771469154484,"gmtModify":1771469156736,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092177932484180","idStr":"4092177932484180"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 这货根本拉不起来，又是日本加息，又是伊朗冲突，美股就是猴市，","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 这货根本拉不起来，又是日本加息，又是伊朗冲突，美股就是猴市，","text":"$英伟达(NVDA)$ 这货根本拉不起来，又是日本加息，又是伊朗冲突，美股就是猴市，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534316112351712","isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532533660771072,"gmtCreate":1771033986041,"gmtModify":1771033988228,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092177932484180","idStr":"4092177932484180"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a><v-v data-views=\"0\"></v-v> 花街在等小日子3月加息消息。","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a><v-v data-views=\"0\"></v-v> 花街在等小日子3月加息消息。","text":"$纳斯达克(.IXIC)$ 花街在等小日子3月加息消息。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532533660771072","isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531284699489448,"gmtCreate":1770729174300,"gmtModify":1770729176578,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092177932484180","idStr":"4092177932484180"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 财报前拉到200，机构先出一部分货。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 财报前拉到200，机构先出一部分货。","text":"$英伟达(NVDA)$ 财报前拉到200，机构先出一部分货。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531284699489448","isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531253892584104,"gmtCreate":1770721542410,"gmtModify":1770728973467,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092177932484180","idStr":"4092177932484180"},"themes":[],"title":"","htmlText":"垃圾的很，","listText":"垃圾的很，","text":"垃圾的很，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531253892584104","repostId":"2610614662","repostType":2,"repost":{"id":"2610614662","kind":"news","pubTimestamp":1770709620,"share":"https://www.laohu8.com/m/news/2610614662?lang=zh_CN&edition=full","pubTime":"2026-02-10 15:47","market":"fut","language":"zh","title":"彻底沸腾！暴涨超24%！AI突传重磅，摩根大通火线发声！","url":"https://stock-news.laohu8.com/highlight/detail?id=2610614662","media":"券商中国","summary":"去年是DeepSeek，今年是Seedream！　　智东西网站2月10日中午传来的消息指出，字节图像生成模型Seedream 5.0在视频编辑应用剪映、剪映海外版Capcut、字节AI创作平台小云雀均已上线，在即梦AI平台开启灰度测试，图片生成可限时免费体验。智谱今日一度暴涨超24%。","content":"<html><body><div>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L color0\">去年是DeepSeek，今年是Seedream！</font></p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L color210\">智东西网站2月10日中午传来的消息指出，字节图像生成模型Seedream 5.0在视频编辑应用剪映、剪映海外版Capcut、字节AI创作平台小云雀均已上线，在即梦AI平台开启灰度测试，图片生成可限时免费体验。新模型对标Nano Banana Pro，能免费体验。</font></p>\n<p cms-style=\"font-L\">　　此前，字节跳动旗下AI视频生成模型Seedance2.0在小范围内测阶段便席卷海内外互联网，凭借“文本/图片生成电影级视频”的突破性能力成为行业内外焦点。</p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L strong-Bold\"><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>证券（中国）发布最新研究报告《中国人工智能行业：全球布局与模型创新驱动新一代领军者》指出，中国AI市场正在迅速整合，“具备实力且资金充足的模型开发商数量已从超200家缩减至不足10家。”</font></p>\n<p cms-style=\"font-L align-Center color0\">　　大模型“春节档”来了</p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L color210\">据报道，今日，字节图像生成模型Seedream 5.0在视频编辑应用剪映、剪映海外版Capcut、字节AI创作平台小云雀均已上线，在即梦AI平台开启灰度测试，图片生成可限时免费体验。Seedream 5.0的图像支持2K和4K分辨率输出，2K为图片生成直出，4K为AI增强后的分辨率。</font></p>\n<p cms-style=\"font-L\">　　根据Capcut官网，新模型5.0的升级点为首次支持检索生图，对提示词的理解准确性增强、支持更细节、精致纹理的图像生成，还允许用户精确调整图像。Seedream4.5于2025年12月4日上线。</p>\n<p cms-style=\"font-L\">　　最近，字节跳动旗下另外一款大模型Seedance2.0在即梦、豆包、小云雀等产品开启内测，引爆资本市场。2月10日早间，Seedance概念股<span><a href=\"https://laohu8.com/S/301231\">荣信文化</a></span><span></span>、<span><a href=\"https://laohu8.com/S/000892\">欢瑞世纪</a></span><span></span>、<span><a href=\"https://laohu8.com/S/603533\">掌阅科技</a></span><span></span>2连板，<span><a href=\"https://laohu8.com/S/300364\">中文在线</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300182\">捷成股份</a></span><span></span>高开超10%。热度甚至带来了争议，2月9日，即梦创作者社群中平台运营人员发布消息称：“Seedance2.0在内测期间收获了远超预期的关注，感谢大家的使用反馈。为了保障创作环境的健康可持续，我们正在针对反馈进行紧急优化，目前暂不支持输入真人图片或视频作为主体参考。”</p>\n<p cms-style=\"font-L\">　　除了字节之外，近期不少大模型在预热当中。据报道，在全球最大人工智能（AI）开源小区HuggingFace的开源项目页面中，最新出现Qwen3.5并入Transformers的新PR（提交代码合并申请）。业内猜测<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>千问新一代基座模型Qwen3.5发布在即。此前，科技媒体The Information报道指出，DeepSeek或于2026年春节前后推出新一代旗舰模型DeepSeek V4，其编程能力在内部测试中已超越OpenAI的ChatGPT系列及Anthropic的Claude等顶级模型，有望重塑全球AI竞争格局。</p>\n<p cms-style=\"font-L\">　　另外，近日，全球模型服务平台OpenRouter上线了一款代号为“Pony Alpha”的匿名模型，并迅速引发全球开发者社区的热议与测试。有媒体报道指出，该神秘模型就是<a href=\"https://laohu8.com/S/02513\">智谱</a>即将正式发布的新一代大模型GLM-5。智谱今日一度暴涨超24%。</p>\n<p cms-style=\"font-L align-Center color0\">　　摩根大通发声</p>\n<p cms-style=\"font-L\">　　在大模型刷屏之际，摩根大通证券（中国）发布研究报告《中国人工智能行业：全球布局与模型创新驱动新一代领军者》，并首次覆盖中国独立大模型厂商智谱与MiniMax。</p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L\"><font cms-style=\"font-L color210\">报告指出，中国人工智能行业正从“百模大战”阶段，迈向以商业化落地能力、模型创新实力及全球化布局为决定成败之关键的阶段。中国AI市场正在迅速整合，“具备实力且资金充足的模型开发商数量已从超200家缩减至不足10家</font></font><font cms-style=\"font-L\"><font cms-style=\"font-L\"><font cms-style=\"font-L color210\">”</font></font></font><font cms-style=\"font-L\"><font cms-style=\"font-L color210\">。</font></font></p>\n<p cms-style=\"font-L\">　　摩根大通表示，国内AI行业最大的利润池恐将流向掌握分发的平台巨头；而独立厂商的突围，则取决于谁能通过“结构性中立”找到生存缝隙——智谱向内深耕高合规的本地化部署，MiniMax向外拓展高溢价的全球市场。</p>\n<p cms-style=\"font-L\">　　这一判断的背景并不复杂。报告指出，随着模型训练成本、算力获取门槛和商业化难度持续上升，资本与算力的硬约束开始主导行业结构。换句话说，行业已经不再奖励“能不能做模型”，而是奖励“能不能长期活下来”。</p>\n<p cms-style=\"font-L\">　　在摩根大通看来，这一阶段的核心变化在于：模型能力逐步趋同；资金消耗呈指数级上升；客户开始更关注“交付能力、稳定性与可持续性”。</p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L color210\">摩根大通强调，在中国市场，把AI能力送到用户面前、并把钱收回来，或许往往比模型本身更重要。模型能力本身并不必然转化为盈利能力，分发和变现路径在中国市场尤为关键。未来竞争的核心不再是“谁能训更大的模型”，而是：谁的推理更便宜；谁的利用率更高；谁能掌握定价权。</font></p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：刘<a href=\"https://laohu8.com/S/600847\">万里</a> SF014</p>\n</div></body></html>","source":"sina","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>彻底沸腾！暴涨超24%！AI突传重磅，摩根大通火线发声！</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彻底沸腾！暴涨超24%！AI突传重磅，摩根大通火线发声！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-10 15:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/zqgd/2026-02-10/doc-inhminui8405759.shtml><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>去年是DeepSeek，今年是Seedream！\n　　智东西网站2月10日中午传来的消息指出，字节图像生成模型Seedream 5.0在视频编辑应用剪映、剪映海外版Capcut、字节AI创作平台小云雀均已上线，在即梦AI平台开启灰度测试，图片生成可限时免费体验。新模型对标Nano Banana Pro，能免费体验。\n　　此前，字节跳动旗下AI视频生成模型Seedance2.0在小范围内测阶段便席卷...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/zqgd/2026-02-10/doc-inhminui8405759.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/2958907307044929d330311c413c1a4f","relate_stocks":{"LU1032466523.USD":"高盛全球多资产收益组合Acc","AI":"C3.ai, Inc.","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","ISRG":"直觉外科公司","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","PLTR":"Palantir Technologies Inc.","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","BIDU":"百度","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","SG9999002232.USD":"Allianz Global High Payout USD","JPM":"摩根大通","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","UPST":"Upstart Holdings, Inc.","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","NVDA":"英伟达","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC"},"source_url":"https://finance.sina.com.cn/stock/zqgd/2026-02-10/doc-inhminui8405759.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2610614662","content_text":"去年是DeepSeek，今年是Seedream！\n　　智东西网站2月10日中午传来的消息指出，字节图像生成模型Seedream 5.0在视频编辑应用剪映、剪映海外版Capcut、字节AI创作平台小云雀均已上线，在即梦AI平台开启灰度测试，图片生成可限时免费体验。新模型对标Nano Banana Pro，能免费体验。\n　　此前，字节跳动旗下AI视频生成模型Seedance2.0在小范围内测阶段便席卷海内外互联网，凭借“文本/图片生成电影级视频”的突破性能力成为行业内外焦点。\n　　摩根大通证券（中国）发布最新研究报告《中国人工智能行业：全球布局与模型创新驱动新一代领军者》指出，中国AI市场正在迅速整合，“具备实力且资金充足的模型开发商数量已从超200家缩减至不足10家。”\n　　大模型“春节档”来了\n　　据报道，今日，字节图像生成模型Seedream 5.0在视频编辑应用剪映、剪映海外版Capcut、字节AI创作平台小云雀均已上线，在即梦AI平台开启灰度测试，图片生成可限时免费体验。Seedream 5.0的图像支持2K和4K分辨率输出，2K为图片生成直出，4K为AI增强后的分辨率。\n　　根据Capcut官网，新模型5.0的升级点为首次支持检索生图，对提示词的理解准确性增强、支持更细节、精致纹理的图像生成，还允许用户精确调整图像。Seedream4.5于2025年12月4日上线。\n　　最近，字节跳动旗下另外一款大模型Seedance2.0在即梦、豆包、小云雀等产品开启内测，引爆资本市场。2月10日早间，Seedance概念股荣信文化、欢瑞世纪、掌阅科技2连板，中文在线、捷成股份高开超10%。热度甚至带来了争议，2月9日，即梦创作者社群中平台运营人员发布消息称：“Seedance2.0在内测期间收获了远超预期的关注，感谢大家的使用反馈。为了保障创作环境的健康可持续，我们正在针对反馈进行紧急优化，目前暂不支持输入真人图片或视频作为主体参考。”\n　　除了字节之外，近期不少大模型在预热当中。据报道，在全球最大人工智能（AI）开源小区HuggingFace的开源项目页面中，最新出现Qwen3.5并入Transformers的新PR（提交代码合并申请）。业内猜测阿里巴巴千问新一代基座模型Qwen3.5发布在即。此前，科技媒体The Information报道指出，DeepSeek或于2026年春节前后推出新一代旗舰模型DeepSeek V4，其编程能力在内部测试中已超越OpenAI的ChatGPT系列及Anthropic的Claude等顶级模型，有望重塑全球AI竞争格局。\n　　另外，近日，全球模型服务平台OpenRouter上线了一款代号为“Pony Alpha”的匿名模型，并迅速引发全球开发者社区的热议与测试。有媒体报道指出，该神秘模型就是智谱即将正式发布的新一代大模型GLM-5。智谱今日一度暴涨超24%。\n　　摩根大通发声\n　　在大模型刷屏之际，摩根大通证券（中国）发布研究报告《中国人工智能行业：全球布局与模型创新驱动新一代领军者》，并首次覆盖中国独立大模型厂商智谱与MiniMax。\n　　报告指出，中国人工智能行业正从“百模大战”阶段，迈向以商业化落地能力、模型创新实力及全球化布局为决定成败之关键的阶段。中国AI市场正在迅速整合，“具备实力且资金充足的模型开发商数量已从超200家缩减至不足10家”。\n　　摩根大通表示，国内AI行业最大的利润池恐将流向掌握分发的平台巨头；而独立厂商的突围，则取决于谁能通过“结构性中立”找到生存缝隙——智谱向内深耕高合规的本地化部署，MiniMax向外拓展高溢价的全球市场。\n　　这一判断的背景并不复杂。报告指出，随着模型训练成本、算力获取门槛和商业化难度持续上升，资本与算力的硬约束开始主导行业结构。换句话说，行业已经不再奖励“能不能做模型”，而是奖励“能不能长期活下来”。\n　　在摩根大通看来，这一阶段的核心变化在于：模型能力逐步趋同；资金消耗呈指数级上升；客户开始更关注“交付能力、稳定性与可持续性”。\n　　摩根大通强调，在中国市场，把AI能力送到用户面前、并把钱收回来，或许往往比模型本身更重要。模型能力本身并不必然转化为盈利能力，分发和变现路径在中国市场尤为关键。未来竞争的核心不再是“谁能训更大的模型”，而是：谁的推理更便宜；谁的利用率更高；谁能掌握定价权。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：刘万里 SF014","news_type":1,"symbols_score_info":{"ISRG":2,"AI":2,"PLTR":2,"BIDU":2,"NVDA":2,"JPM":1.5,"UPST":2}},"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529686231077064,"gmtCreate":1770338891472,"gmtModify":1770338893308,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092177932484180","idStr":"4092177932484180"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/SImain\">$白银主连 2603(SImain)$&nbsp;</a> 废了","listText":"<a href=\"https://laohu8.com/FUT/SImain\">$白银主连 2603(SImain)$&nbsp;</a> 废了","text":"$白银主连 2603(SImain)$ 废了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529686231077064","isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":430003810889824,"gmtCreate":1746002965846,"gmtModify":1746002967195,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092177932484180","authorIdStr":"4092177932484180"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 超微暴雷，需求疲软。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 超微暴雷，需求疲软。","text":"$英伟达(NVDA)$ 超微暴雷，需求疲软。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/430003810889824","isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4210930431096852","authorId":"4210930431096852","name":"边看边学习","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4210930431096852","authorIdStr":"4210930431096852"},"content":"[开心] [开心] [开心] [开心]","text":"[开心] [开心] [开心] [开心]","html":"[开心] [开心] [开心] [开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":453062806675704,"gmtCreate":1751633064583,"gmtModify":1751634244314,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092177932484180","authorIdStr":"4092177932484180"},"themes":[],"htmlText":"就看川普对台湾“关税了，大概率和越南一样20%.","listText":"就看川普对台湾“关税了，大概率和越南一样20%.","text":"就看川普对台湾“关税了，大概率和越南一样20%.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/453062806675704","isVote":1,"tweetType":1,"viewCount":1103,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3483522503878103","authorId":"3483522503878103","name":"小波崽子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3483522503878103","authorIdStr":"3483522503878103"},"content":"半导体会让路的","text":"半导体会让路的","html":"半导体会让路的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296548175507592,"gmtCreate":1713437205374,"gmtModify":1713437207012,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092177932484180","authorIdStr":"4092177932484180"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 今晚开启暴跌，台积电二季度展望不及预期，英伟达增长乏力了。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 今晚开启暴跌，台积电二季度展望不及预期，英伟达增长乏力了。","text":"$英伟达(NVDA)$ 今晚开启暴跌，台积电二季度展望不及预期，英伟达增长乏力了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/296548175507592","isVote":1,"tweetType":1,"viewCount":3798,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"content":"二季度展望又不是因为英伟达，苹果特斯拉需求拉胯，现在全靠英伟达续命","text":"二季度展望又不是因为英伟达，苹果特斯拉需求拉胯，现在全靠英伟达续命","html":"二季度展望又不是因为英伟达，苹果特斯拉需求拉胯，现在全靠英伟达续命"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482697233801288,"gmtCreate":1758874971226,"gmtModify":1758877710651,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092177932484180","authorIdStr":"4092177932484180"},"themes":[],"htmlText":"川普的话不能信，芯片关税从4月份喊到现一直没开征，我买的半导体三倍空已经从12元贬值到5元，腰斩了，做空台积电也惨目忍睹。","listText":"川普的话不能信，芯片关税从4月份喊到现一直没开征，我买的半导体三倍空已经从12元贬值到5元，腰斩了，做空台积电也惨目忍睹。","text":"川普的话不能信，芯片关税从4月份喊到现一直没开征，我买的半导体三倍空已经从12元贬值到5元，腰斩了，做空台积电也惨目忍睹。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/482697233801288","repostId":"1147797724","repostType":2,"repost":{"id":"1147797724","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":1758859387,"share":"https://www.laohu8.com/m/news/1147797724?lang=zh_CN&edition=full","pubTime":"2025-09-26 12:03","market":"us","language":"zh","title":"市场消息：特朗普政府正考虑减少半导体进口的计划","url":"https://stock-news.laohu8.com/highlight/detail?id=1147797724","media":"老虎资讯综合","summary":"9月26日，据华尔街日报：消息人士称，美国总统特朗普政府正考虑减少半导体进口的计划。未能保持进口芯片与国产芯片均衡比例的公司将需缴纳关税。","content":"<html><head></head><body><p>9月26日，据华尔街日报：特朗普政府正考虑推出一项新计划，旨在大幅降低美国对海外制造半导体的依赖，以推动本土生产，并重塑全球供应链。该计划的核心目标是：要求芯片企业在美国本土制造的芯片数量，需与其客户从海外生产商进口的数量保持大致1:1的比例。</p><p>据知情人士透露，若企业长期无法维持这一比例，将面临额外关税。这项计划源于特朗普上月曾提及的设想：那些加大对美投资的科技公司将可避免半导体进口被征收约100%的高额关税。知情人士称，此次提出的产能对等要求，比单纯增加国内投资更为严苛，因为海外产品往往价格更低、供应链调整困难，而提升美国本土供应能力又需要时间。如果该计划得以实施，可能会使本已复杂的关税体系变得更加混乱。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16545ce0b047eaf2fcff4cd1e302009d\" title=\"\" tg-width=\"648\" tg-height=\"732\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>市场消息：特朗普政府正考虑减少半导体进口的计划</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市场消息：特朗普政府正考虑减少半导体进口的计划\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\">2025-09-26 12:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月26日，据华尔街日报：特朗普政府正考虑推出一项新计划，旨在大幅降低美国对海外制造半导体的依赖，以推动本土生产，并重塑全球供应链。该计划的核心目标是：要求芯片企业在美国本土制造的芯片数量，需与其客户从海外生产商进口的数量保持大致1:1的比例。</p><p>据知情人士透露，若企业长期无法维持这一比例，将面临额外关税。这项计划源于特朗普上月曾提及的设想：那些加大对美投资的科技公司将可避免半导体进口被征收约100%的高额关税。知情人士称，此次提出的产能对等要求，比单纯增加国内投资更为严苛，因为海外产品往往价格更低、供应链调整困难，而提升美国本土供应能力又需要时间。如果该计划得以实施，可能会使本已复杂的关税体系变得更加混乱。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16545ce0b047eaf2fcff4cd1e302009d\" title=\"\" tg-width=\"648\" tg-height=\"732\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"AMD":"美国超微公司","TSM":"台积电","ASML":"阿斯麦","NVDA":"英伟达","QCOM":"高通","MRVL":"迈威尔科技","AVGO":"博通","INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147797724","content_text":"9月26日，据华尔街日报：特朗普政府正考虑推出一项新计划，旨在大幅降低美国对海外制造半导体的依赖，以推动本土生产，并重塑全球供应链。该计划的核心目标是：要求芯片企业在美国本土制造的芯片数量，需与其客户从海外生产商进口的数量保持大致1:1的比例。据知情人士透露，若企业长期无法维持这一比例，将面临额外关税。这项计划源于特朗普上月曾提及的设想：那些加大对美投资的科技公司将可避免半导体进口被征收约100%的高额关税。知情人士称，此次提出的产能对等要求，比单纯增加国内投资更为严苛，因为海外产品往往价格更低、供应链调整困难，而提升美国本土供应能力又需要时间。如果该计划得以实施，可能会使本已复杂的关税体系变得更加混乱。","news_type":1,"symbols_score_info":{"AMD":1.1,"INTC":1.1,"MRVL":1.1,"TSM":1.1,"QCOM":1.1,"ASML":1.1,"NVDA":1.1,"AVGO":1.1}},"isVote":1,"tweetType":1,"viewCount":1220,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4204362879912922","authorId":"4204362879912922","name":"最好的我们","avatar":"https://static.tigerbbs.com/a104300367fc0a1b1aa2ebf43f1510e0","crmLevel":11,"crmLevelSwitch":1,"idStr":"4204362879912922","authorIdStr":"4204362879912922"},"content":"台积电投资两千亿美金在美国，已经豁免关税了，再说台湾是中国，怎样加收关税，关税战又打不赢我们，","text":"台积电投资两千亿美金在美国，已经豁免关税了，再说台湾是中国，怎样加收关税，关税战又打不赢我们，","html":"台积电投资两千亿美金在美国，已经豁免关税了，再说台湾是中国，怎样加收关税，关税战又打不赢我们，"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417879423861352,"gmtCreate":1743062507174,"gmtModify":1743062508735,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092177932484180","authorIdStr":"4092177932484180"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 完全靠炒作，销量崩了，大资金早跑了。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 完全靠炒作，销量崩了，大资金早跑了。","text":"$特斯拉(TSLA)$ 完全靠炒作，销量崩了，大资金早跑了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/417879423861352","isVote":1,"tweetType":1,"viewCount":3783,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"idStr":"4181384855966692","authorIdStr":"4181384855966692"},"content":"你怕不是对炒作有什么误解？特斯拉要是也叫去炒作的话，国产那些玩意儿的骚操作叫什么？","text":"你怕不是对炒作有什么误解？特斯拉要是也叫去炒作的话，国产那些玩意儿的骚操作叫什么？","html":"你怕不是对炒作有什么误解？特斯拉要是也叫去炒作的话，国产那些玩意儿的骚操作叫什么？"},{"author":{"id":"4089541261634760","authorId":"4089541261634760","name":"疯好大听不见","avatar":"https://static.tigerbbs.com/43b6e78769b389d0026e26301c3736fd","crmLevel":6,"crmLevelSwitch":1,"idStr":"4089541261634760","authorIdStr":"4089541261634760"},"content":"去看看隔壁英伟达，ARM那跌的更猛。巨硬苹果也跌，科技板块全部一起下来的","text":"去看看隔壁英伟达，ARM那跌的更猛。巨硬苹果也跌，科技板块全部一起下来的","html":"去看看隔壁英伟达，ARM那跌的更猛。巨硬苹果也跌，科技板块全部一起下来的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290559485087888,"gmtCreate":1711963331891,"gmtModify":1711963334031,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092177932484180","authorIdStr":"4092177932484180"},"themes":[],"htmlText":"我在2020年买的阿里巴巴，一辆特斯拉的钱，现在只剩个车轱辘了。","listText":"我在2020年买的阿里巴巴，一辆特斯拉的钱，现在只剩个车轱辘了。","text":"我在2020年买的阿里巴巴，一辆特斯拉的钱，现在只剩个车轱辘了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290559485087888","isVote":1,"tweetType":1,"viewCount":2338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472248600744760,"gmtCreate":1756326564021,"gmtModify":1756326565216,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092177932484180","authorIdStr":"4092177932484180"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 二季度财报已经明牌了，460亿美元，三季度500亿，2026年能稳住就不错了。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 二季度财报已经明牌了，460亿美元，三季度500亿，2026年能稳住就不错了。","text":"$英伟达(NVDA)$ 二季度财报已经明牌了，460亿美元，三季度500亿，2026年能稳住就不错了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/472248600744760","isVote":1,"tweetType":1,"viewCount":4255,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"content":"英伟达对2026财年第三季度的展望如下： 收入预计为 540 亿美元，正负 2%。该公司在展望中没有假设向中国发货任何 H20。","text":"英伟达对2026财年第三季度的展望如下： 收入预计为 540 亿美元，正负 2%。该公司在展望中没有假设向中国发货任何 H20。","html":"英伟达对2026财年第三季度的展望如下： 收入预计为 540 亿美元，正负 2%。该公司在展望中没有假设向中国发货任何 H20。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467397187788872,"gmtCreate":1755127638943,"gmtModify":1755135478347,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092177932484180","authorIdStr":"4092177932484180"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a> 芯片关税就像难产了一样，从3月一直拖到8月，还没开征，就先豁免了一波，明显不敢加征。，","listText":"<a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a> 芯片关税就像难产了一样，从3月一直拖到8月，还没开征，就先豁免了一波，明显不敢加征。，","text":"$三倍做空半导体ETF-Direxion Daily(SOXS)$ 芯片关税就像难产了一样，从3月一直拖到8月，还没开征，就先豁免了一波，明显不敢加征。，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/467397187788872","isVote":1,"tweetType":1,"viewCount":1699,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3505706151977206","authorId":"3505706151977206","name":"股市不倒翁","avatar":"https://static.tigerbbs.com/e5f1c6ce755f9828d46c0c9bac734d78","crmLevel":3,"crmLevelSwitch":0,"idStr":"3505706151977206","authorIdStr":"3505706151977206"},"content":"芯片关税跟中国有关，这所以难产吧……","text":"芯片关税跟中国有关，这所以难产吧……","html":"芯片关税跟中国有关，这所以难产吧……"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452327409558144,"gmtCreate":1751437136735,"gmtModify":1751437137709,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092177932484180","authorIdStr":"4092177932484180"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NGmain\">$天然气主连 2508(NGmain)$&nbsp;</a><v-v data-views=\"1\"></v-v> 如果不出意外，下周4.0以上","listText":"<a href=\"https://laohu8.com/FUT/NGmain\">$天然气主连 2508(NGmain)$&nbsp;</a><v-v data-views=\"1\"></v-v> 如果不出意外，下周4.0以上","text":"$天然气主连 2508(NGmain)$ 如果不出意外，下周4.0以上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/452327409558144","isVote":1,"tweetType":1,"viewCount":1563,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548287264077366","authorId":"3548287264077366","name":"她是个韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"idStr":"3548287264077366","authorIdStr":"3548287264077366"},"content":"承你吉言 我现在大仓位做多","text":"承你吉言 我现在大仓位做多","html":"承你吉言 我现在大仓位做多"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425161183400176,"gmtCreate":1744808700207,"gmtModify":1744808981697,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092177932484180","authorIdStr":"4092177932484180"},"themes":[],"htmlText":"美股现在只剩微软和谷歌还行。苹果，亚马逊和特斯拉，制造业受关税影响很大，有下跌风险，","listText":"美股现在只剩微软和谷歌还行。苹果，亚马逊和特斯拉，制造业受关税影响很大，有下跌风险，","text":"美股现在只剩微软和谷歌还行。苹果，亚马逊和特斯拉，制造业受关税影响很大，有下跌风险，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425161183400176","isVote":1,"tweetType":1,"viewCount":1226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}