人间花开的个人主页 - 老虎社区

人间花开

人间花开

暂无个人介绍

IP属地：上海

25关注

2粉丝

0主题

0勋章

05-05 14:31

$英特尔(INTC)$ 继续持有，120到150近在眼前

05-01

$美国超微公司(AMD)$

04-24

富国银行也是评估最差的，每年都评估最差，反而特斯拉每次给他一棒槌！特斯拉 2026年1月份，550到600差不多，我看到550最低，最高650

华尔街对特斯拉前景看法不一：多头最高看至600美元，空头警告现金流风险

04-23

$特斯拉(TSLA)$ 在没开盘之前我也预测到了，无非就是360到365，在发出财报之前我也猜到了，最高390，最低370单375左右，也许你们不信，不过我有微信聊天记录。很多人认为会不会跌到300，我个人觉得希望不大，无论散户还是机构，也就是借财报的机会做空一把而已！303的本，继续持有，相信特斯拉，今年在500到600之间

04-22

要么不罚，要么狠罚，不罚不吸取教训！

异动解读｜拼多多盘中下跌3.08%，15亿元监管重罚持续发酵

04-21

这次财报发出股价波动不会太厉害，月底就是410到370之间震荡，这个空调足够了，如果财报少收盘在390以上，即使跌也就370。

04-20

今年350问题不大

美银上调AMD目标价至310美元

04-17

2026年，我看到260不算贪吧，

04-07

$美国超微公司(AMD)$ 这周内跌破210问题不大，200到205可以分期上车，

04-03

AMD最近波动大，见好就收，期待下次195到200的抄底机会，

03-30

散户打新的几率几乎没有，都被机构承包了，

SpaceX拟募资逾750亿美元，IPO市场面临资金饱和考验

01-29

$特斯拉(TSLA)$ 今晚开盘回调430左右，不会大涨，估计涨幅在450到460左右吧，

01-28

$Cyngn Inc(CYN)$ 垃圾股票赶紧退市吧

01-28

$2倍做多MU ETF-GraniteShares(MULL)$ 继续拿着，

01-27

$美国超微公司(AMD)$ 280

01-13

$美国超微公司(AMD)$ 财报一发，估计冲到240到260左右了

01-07

2026你**吗第一季度我觉得，回调到150左右问题不大，毕竟看跌期权大单都在看空

2025-12-05

$特斯拉(TSLA)$ 年底冲刺，这个月底有望突破500

2025-11-04

如果通过，即使不会大涨，冲到480到495应该还是有希望，如果不通过，回调到400也是有可能

2025-10-23

重点关注中美谈判，然后就是11月6号股东大会。这是目前期待的两个利好。股东大会薪酬方案成功的话，460以上问题不大

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4198227008886052","uuid":"4198227008886052","gmtCreate":1735635606567,"gmtModify":1738165444268,"name":"人间花开","pinyin":"rjhkrenjianhuakai","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":25,"tweetSize":96,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":2,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"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,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.19","exceedPercentage":"93.75%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"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,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.11.15","exceedPercentage":"93.61%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"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,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.17","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"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,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.08","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0}],"userBadgeCount":4,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.23","exceedPercentage":"80.19%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":0,"location":"上海","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":13,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":560868951902112,"gmtCreate":1777962677481,"gmtModify":1777962680634,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 继续持有，120到150近在眼前","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 继续持有，120到150近在眼前","text":"$英特尔(INTC)$ 继续持有，120到150近在眼前","images":[{"img":"https://static.tigerbbs.com/5a364c95784147885f1ba77b0b8ba4e7","width":"933","height":"1543"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560868951902112","isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":559344153765728,"gmtCreate":1777590405944,"gmtModify":1777590408624,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$美国超微公司(AMD)$","images":[{"img":"https://static.tigerbbs.com/84ce4a8caf79491970d6e250ca757383","width":"933","height":"1543"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559344153765728","isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":557089911777248,"gmtCreate":1777040058087,"gmtModify":1777040060957,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"title":"","htmlText":"富国银行也是评估最差的，每年都评估最差，反而特斯拉每次给他一棒槌！特斯拉 2026年1月份，550到600差不多，我看到550最低，最高650","listText":"富国银行也是评估最差的，每年都评估最差，反而特斯拉每次给他一棒槌！特斯拉 2026年1月份，550到600差不多，我看到550最低，最高650","text":"富国银行也是评估最差的，每年都评估最差，反而特斯拉每次给他一棒槌！特斯拉 2026年1月份，550到600差不多，我看到550最低，最高650","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557089911777248","repostId":"2629837415","repostType":2,"repost":{"id":"2629837415","kind":"news","pubTimestamp":1776957061,"share":"https://www.laohu8.com/m/news/2629837415?lang=zh_CN&edition=full","pubTime":"2026-04-23 23:11","market":"us","language":"zh","title":"华尔街对特斯拉前景看法不一：多头最高看至600美元，空头警告现金流风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2629837415","media":"智通财经","summary":"周四，特斯拉股价走低，投资者正聚焦评估其第一季度财报及最新年度计划——其中核心调整是将资本支出目标大幅上调至250亿美元。关于特斯拉未来发展前景，分析师们的看法存在明显分歧。该机构维持对特斯拉的“买入”评级及505美元目标价。Wedbush Securities分析师丹·艾夫斯重申对特斯拉的“跑赢大盘”评级及600美元目标价。尽管特斯拉正在取得进展，但此次电话会议的发言被视为目标不断后移的又一例证。","content":"<html><head></head><body><p>周四，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)股价走低，投资者正聚焦评估其第一季度财报及最新年度计划——其中核心调整是将资本支出目标大幅上调至250亿美元。关于特斯拉未来发展前景，分析师们的看法存在明显分歧。</p><p>罗斯资本分析师克雷格·欧文指出，特斯拉第一季度业绩表现良好，这得益于积极的需求基本面、平均售价管理以及一次性项目的适度收益。他写道：“短期内，我们认为SpaceX即将进行的IPO将主导对特斯拉的讨论，其直接和间接影响涵盖从SpaceX可能接收多少辆Cybertruck到特斯拉与SpaceX合并的可能性等诸多方面。”该机构维持对特斯拉的“买入”评级及505美元目标价。</p><p>Wedbush Securities分析师丹·艾夫斯重申对特斯拉的“跑赢大盘”评级及600美元目标价。他总结看涨观点时表示：“特斯拉正在转型成为实体人工智能领域的领军企业……路径已经清晰，但这需要更多资本支出。”</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师安德鲁·佩尔科科认为，特斯拉第一季度财报为未来发展奠定了基础。“特斯拉正大力投资以实现其长期的自动驾驶和实体人工智能愿景，我们对此仍充满信心。然而，由于关键实体人工智能项目(自动驾驶出租车和Optimus)的商业化进程比预期更缓慢，我们认为特斯拉股价短期内上涨空间有限。”他补充道。摩根士丹利维持对特斯拉的“持股观望”评级及415美元目标价。</p><p>哈格里夫斯·兰斯当分析师马特·布里茨曼强调，资本支出的显著增加意味着自由现金流至少在未来一两年内将消失——因特斯拉正进入多年建设阶段。布里茨曼表示，当前估值仍严重依赖马斯克推出突破性产品、开拓全新市场的能力。尽管特斯拉正在取得进展，但此次电话会议的发言被视为目标不断后移的又一例证。</p><p><a href=\"https://laohu8.com/S/WFC\">富国银行</a>分析师科林·兰根认为这份报告包含诸多坏消息。“资本支出现已升至250亿美元，给自由现金流带来压力。运营支出同比增10亿美元，且预计人工智能和新产品支出还将继续增长，但这两项短期内可能都难以带来丰厚回报。”他警告。</p><p>此外，兰根强调，马斯克预计AI5芯片短期内无法实现盈利，Optimus和Semi的产能爬坡预计也将较慢，且Hardware 3车辆需通过改装实现完全自动驾驶(FSD)功能，这需要微型工厂的建设。富国银行对特斯拉的评级为“减持”，目标价125美元。</p><p>Seeking Alpha分析师杰克·鲍曼写道，投资者最初因特斯拉每股收益和营收超出预期而欢呼是正确的——尽管交付量和销售额未达预期。他指出，一家公司若能在销售额不及预期的情况下实现超预期盈利，说明其内部正在改善，这一点至关重要。</p><p>“但我认为，投资者在得知特斯拉将斥资250亿美元用于机器人设施和数据中心建设的消息后，回吐所有涨幅也是正确的——这可能导致特斯拉年底自由现金流为负。”他补充。</p><p>鲍曼强调，真正不明朗的是这项新资本支出的回报时间。“与大型超大规模数据中心公司不同，特斯拉没有足够的自由现金流来覆盖这类支出。回报必须迅速实现，否则股价将继续下跌。”他警告。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>华尔街对特斯拉前景看法不一：多头最高看至600美元，空头警告现金流风险</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华尔街对特斯拉前景看法不一：多头最高看至600美元，空头警告现金流风险\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-23 23:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1432918.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周四，特斯拉(TSLA.US)股价走低，投资者正聚焦评估其第一季度财报及最新年度计划——其中核心调整是将资本支出目标大幅上调至250亿美元。关于特斯拉未来发展前景，分析师们的看法存在明显分歧。罗斯资本分析师克雷格·欧文指出，特斯拉第一季度业绩表现良好，这得益于积极的需求基本面、平均售价管理以及一次性项目的适度收益。他写道：“短期内，我们认为SpaceX即将进行的IPO将主导对特斯拉的讨论，其直接和...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1432918.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4ff460a3c38d8370653067c1948c76ac","relate_stocks":{"LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4574":"无人驾驶","LU0823411888.USD":"法巴消费创新基金 Cap","BK4581":"高盛持仓","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4543":"AI","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4511":"特斯拉概念","SG9999015978.USD":"利安颠覆性创新基金A","BK4534":"瑞士信贷持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","07766":"南方两倍做多特斯拉","BK4533":"AQR资本管理(全球第二大对冲基金)","MSFT":"微软","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","BK4516":"特朗普概念","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4592":"伊斯兰概念","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4548":"巴美列捷福持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","TSYY":"收益增强TSLA ETF-GraniteShares","TSDD":"2倍做空TSLA ETF-GraniteShares","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","AMZN":"亚马逊","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","BK4099":"汽车制造商","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4585":"ETF&股票定投概念","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","TLA":"GraniteShares Autocallable TSLA ETF","BK4555":"新能源车","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","TSII":"REX TSLA Growth & Income ETF","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","TSL":"1.25倍做多TSLA ETF-GraniteShares","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","BK4550":"红杉资本持仓","BK4588":"碎股","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","TSLG":"2倍做多TSLA ETF-Leverage Shares","NVDA":"英伟达","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","TSLI":"2倍做多TSLA ETF-ProShares","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","TSLP":"TSLA收益溢价策略ETF-Kurv","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","TSLQ":"2倍做空TSLA ETF-Tradr","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","TSLR":"2倍做多TSLA ETF-GraniteShares","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0234572021.USD":"高盛美国核心股票组合Acc","TSLS":"1倍做空TSLA ETF-Direxion","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","TSLT":"2倍做多TSLA ETF-T-Rex","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","TSLA":"特斯拉","TSLW":"TSLA周配息ETF-Roundhill","META":"Meta Platforms, Inc.","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","AAPL":"苹果","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","TSLY":"TSLA期权收益策略ETF-YieldMax","TSLZ":"2倍做空TSLA ETF-T-Rex","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1861215975.USD":"贝莱德新一代科技基金 A2","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1548497426.USD":"安联环球人工智能AT Acc","GOOG":"谷歌","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4604":"机器人概念","BK4527":"明星科技股","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","TESL":"Simplify Volt TSLA Revolution ETF","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4612":"AI芯片"},"source_url":"http://www.zhitongcaijing.com/content/detail/1432918.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2629837415","content_text":"周四，特斯拉(TSLA.US)股价走低，投资者正聚焦评估其第一季度财报及最新年度计划——其中核心调整是将资本支出目标大幅上调至250亿美元。关于特斯拉未来发展前景，分析师们的看法存在明显分歧。罗斯资本分析师克雷格·欧文指出，特斯拉第一季度业绩表现良好，这得益于积极的需求基本面、平均售价管理以及一次性项目的适度收益。他写道：“短期内，我们认为SpaceX即将进行的IPO将主导对特斯拉的讨论，其直接和间接影响涵盖从SpaceX可能接收多少辆Cybertruck到特斯拉与SpaceX合并的可能性等诸多方面。”该机构维持对特斯拉的“买入”评级及505美元目标价。Wedbush Securities分析师丹·艾夫斯重申对特斯拉的“跑赢大盘”评级及600美元目标价。他总结看涨观点时表示：“特斯拉正在转型成为实体人工智能领域的领军企业……路径已经清晰，但这需要更多资本支出。”摩根士丹利分析师安德鲁·佩尔科科认为，特斯拉第一季度财报为未来发展奠定了基础。“特斯拉正大力投资以实现其长期的自动驾驶和实体人工智能愿景，我们对此仍充满信心。然而，由于关键实体人工智能项目(自动驾驶出租车和Optimus)的商业化进程比预期更缓慢，我们认为特斯拉股价短期内上涨空间有限。”他补充道。摩根士丹利维持对特斯拉的“持股观望”评级及415美元目标价。哈格里夫斯·兰斯当分析师马特·布里茨曼强调，资本支出的显著增加意味着自由现金流至少在未来一两年内将消失——因特斯拉正进入多年建设阶段。布里茨曼表示，当前估值仍严重依赖马斯克推出突破性产品、开拓全新市场的能力。尽管特斯拉正在取得进展，但此次电话会议的发言被视为目标不断后移的又一例证。富国银行分析师科林·兰根认为这份报告包含诸多坏消息。“资本支出现已升至250亿美元，给自由现金流带来压力。运营支出同比增10亿美元，且预计人工智能和新产品支出还将继续增长，但这两项短期内可能都难以带来丰厚回报。”他警告。此外，兰根强调，马斯克预计AI5芯片短期内无法实现盈利，Optimus和Semi的产能爬坡预计也将较慢，且Hardware 3车辆需通过改装实现完全自动驾驶(FSD)功能，这需要微型工厂的建设。富国银行对特斯拉的评级为“减持”，目标价125美元。Seeking Alpha分析师杰克·鲍曼写道，投资者最初因特斯拉每股收益和营收超出预期而欢呼是正确的——尽管交付量和销售额未达预期。他指出，一家公司若能在销售额不及预期的情况下实现超预期盈利，说明其内部正在改善，这一点至关重要。“但我认为，投资者在得知特斯拉将斥资250亿美元用于机器人设施和数据中心建设的消息后，回吐所有涨幅也是正确的——这可能导致特斯拉年底自由现金流为负。”他补充。鲍曼强调，真正不明朗的是这项新资本支出的回报时间。“与大型超大规模数据中心公司不同，特斯拉没有足够的自由现金流来覆盖这类支出。回报必须迅速实现，否则股价将继续下跌。”他警告。","news_type":1,"symbols_score_info":{"TSLI":0.6,"TEST":0.6,"TSDD":0.6,"07766":0.6,"TSLO":0.6,"TSLZ":0.6,"TSLR":0.6,"META":0.6,"TSLG":0.6,"TESL":0.6,"GOOG":0.6,"TSLA":1.98,"CRSH":0.6,"TSLT":0.6,"NVDA":0.6,"AAPL":0.6,"TLA":0.6,"TSLS":0.6,"TSII":0.6,"TSL":0.6,"MSFT":0.6,"TSLQ":0.6,"TSYY":0.6,"AMZN":0.6,"TSLW":0.6,"TSLY":0.6,"TSLP":0.6}},"isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556752440418384,"gmtCreate":1776954386543,"gmtModify":1776955269767,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 在没开盘之前我也预测到了，无非就是360到365，在发出财报之前我也猜到了，最高390，最低370单375左右，也许你们不信，不过我有微信聊天记录。很多人认为会不会跌到300，我个人觉得希望不大，无论散户还是机构，也就是借财报的机会做空一把而已！303的本，继续持有，相信特斯拉，今年在500到600之间","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 在没开盘之前我也预测到了，无非就是360到365，在发出财报之前我也猜到了，最高390，最低370单375左右，也许你们不信，不过我有微信聊天记录。很多人认为会不会跌到300，我个人觉得希望不大，无论散户还是机构，也就是借财报的机会做空一把而已！303的本，继续持有，相信特斯拉，今年在500到600之间","text":"$特斯拉(TSLA)$ 在没开盘之前我也预测到了，无非就是360到365，在发出财报之前我也猜到了，最高390，最低370单375左右，也许你们不信，不过我有微信聊天记录。很多人认为会不会跌到300，我个人觉得希望不大，无论散户还是机构，也就是借财报的机会做空一把而已！303的本，继续持有，相信特斯拉，今年在500到600之间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/556752440418384","isVote":1,"tweetType":1,"viewCount":2399,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569968827736584","authorId":"3569968827736584","name":"摩根财团首席执行官","avatar":"https://static.tigerbbs.com/04b6773002f87ca1460bc1427e3bf007","crmLevel":5,"crmLevelSwitch":1,"idStr":"3569968827736584","authorIdStr":"3569968827736584"},"content":"对 跌到150左右可以开始建仓","text":"对 跌到150左右可以开始建仓","html":"对 跌到150左右可以开始建仓"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556392898078528,"gmtCreate":1776866686262,"gmtModify":1776866688757,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"title":"","htmlText":"要么不罚，要么狠罚，不罚不吸取教训！","listText":"要么不罚，要么狠罚，不罚不吸取教训！","text":"要么不罚，要么狠罚，不罚不吸取教训！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556392898078528","repostId":"1185451818","repostType":2,"repost":{"id":"1185451818","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1776780645,"share":"https://www.laohu8.com/m/news/1185451818?lang=zh_CN&edition=full","pubTime":"2026-04-21 22:10","market":"us","language":"zh","title":"异动解读｜拼多多盘中下跌3.08%，15亿元监管重罚持续发酵","url":"https://stock-news.laohu8.com/highlight/detail?id=1185451818","media":"行情直击","summary":"4月21日，拼多多盘中下跌3.08%，报100.98美元/股，成交额约1.98亿美元。消息面上，市场监管总局此前对七家电商平台开出合计35.97亿元\"幽灵外卖\"罚单，拼多多以15.22亿元居首，占比近半。处罚书披露，拼多多在调查过程中多次\"采用暴力、软对抗等手段阻碍监管执法\"，拒绝提供材料甚至提供虚假信息，最终按9463家违规店铺每家16万元计罚。此外，其法定代表人也被个人处罚693.73万元。","content":"<p><p>4月21日，拼多多盘中下跌3.08%，报100.98美元/股，成交额约1.98亿美元。</p><p>消息面上，市场监管总局此前对七家电商平台开出合计35.97亿元\"幽灵外卖\"罚单，拼多多以15.22亿元居首，占比近半。处罚书披露，拼多多在调查过程中多次\"采用暴力、软对抗等手段阻碍监管执法\"，拒绝提供材料甚至提供虚假信息，最终按9463家违规店铺每家16万元计罚。此外，其法定代表人也被个人处罚693.73万元。</p><p>尽管拼多多已表态\"诚恳接受、坚决服从\"，但市场对其对抗执法所暴露的内部治理隐患及企业合规文化的担忧仍在持续发酵，短期情绪承压明显。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读｜拼多多盘中下跌3.08%，15亿元监管重罚持续发酵</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异动解读｜拼多多盘中下跌3.08%，15亿元监管重罚持续发酵\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059448697\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-04-21 22:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>4月21日，拼多多盘中下跌3.08%，报100.98美元/股，成交额约1.98亿美元。</p><p>消息面上，市场监管总局此前对七家电商平台开出合计35.97亿元\"幽灵外卖\"罚单，拼多多以15.22亿元居首，占比近半。处罚书披露，拼多多在调查过程中多次\"采用暴力、软对抗等手段阻碍监管执法\"，拒绝提供材料甚至提供虚假信息，最终按9463家违规店铺每家16万元计罚。此外，其法定代表人也被个人处罚693.73万元。</p><p>尽管拼多多已表态\"诚恳接受、坚决服从\"，但市场对其对抗执法所暴露的内部治理隐患及企业合规文化的担忧仍在持续发酵，短期情绪承压明显。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185451818","content_text":"4月21日，拼多多盘中下跌3.08%，报100.98美元/股，成交额约1.98亿美元。消息面上，市场监管总局此前对七家电商平台开出合计35.97亿元\"幽灵外卖\"罚单，拼多多以15.22亿元居首，占比近半。处罚书披露，拼多多在调查过程中多次\"采用暴力、软对抗等手段阻碍监管执法\"，拒绝提供材料甚至提供虚假信息，最终按9463家违规店铺每家16万元计罚。此外，其法定代表人也被个人处罚693.73万元。尽管拼多多已表态\"诚恳接受、坚决服从\"，但市场对其对抗执法所暴露的内部治理隐患及企业合规文化的担忧仍在持续发酵，短期情绪承压明显。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"PDD":1}},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555828483708472,"gmtCreate":1776733492944,"gmtModify":1776733495629,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"title":"","htmlText":"这次财报发出股价波动不会太厉害，月底就是410到370之间震荡，这个空调足够了，如果财报少收盘在390以上，即使跌也就370。","listText":"这次财报发出股价波动不会太厉害，月底就是410到370之间震荡，这个空调足够了，如果财报少收盘在390以上，即使跌也就370。","text":"这次财报发出股价波动不会太厉害，月底就是410到370之间震荡，这个空调足够了，如果财报少收盘在390以上，即使跌也就370。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/555828483708472","isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274803156147","authorId":"3479274803156147","name":"0billionaire","avatar":"https://static.laohu8.com/picture159","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274803156147","authorIdStr":"3479274803156147"},"content":"财报前确实不用太紧张。","text":"财报前确实不用太紧张。","html":"财报前确实不用太紧张。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555514193295328,"gmtCreate":1776658220712,"gmtModify":1776658223272,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"title":"","htmlText":"今年350问题不大","listText":"今年350问题不大","text":"今年350问题不大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555514193295328","repostId":"2628571330","repostType":2,"repost":{"id":"2628571330","kind":"highlight","pubTimestamp":1776653822,"share":"https://www.laohu8.com/m/news/2628571330?lang=zh_CN&edition=full","pubTime":"2026-04-20 10:57","market":"us","language":"zh","title":"美银上调AMD目标价至310美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2628571330","media":"中金财经","summary":"美银将AMD的目标价从280美元上调至310美元，维持“买入”评级。(格隆汇)","content":"<html><body><p>　　美银将<a href=\"https://laohu8.com/S/AMD\">AMD</a>的目标价从280美元上调至310美元，维持“买入”评级。(格隆汇)\r\n\r\n　　 </p></body></html>","source":"zhongjincaijing_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美银上调AMD目标价至310美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美银上调AMD目标价至310美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-20 10:57 北京时间&nbsp;&nbsp;&nbsp;<a href=http://sc.stock.cnfol.com/gushizhibo/20260420/32156219.shtml><strong>中金财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美银将AMD的目标价从280美元上调至310美元，维持“买入”评级。(格隆汇)</p>\n\n<a href=\"http://sc.stock.cnfol.com/gushizhibo/20260420/32156219.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","DAMD":"2倍做空AMD ETF-Defiance","BK4141":"半导体产品","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","AMDL":"2倍做多AMD ETF-GraniteShares","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","BK4529":"IDC概念","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","AMYY":"GraniteShares YieldBOOST AMD ETF","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","BK4575":"芯片概念","LU0109392836.USD":"富兰克林科技股A","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","BK4566":"资本集团","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","AMDU":"Defiance Leveraged Long + Income AMD ETF","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4612":"AI芯片","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU2355687059.USD":"NORDEA 1 GLOBAL IMPACT  \"BP\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4614":"Manus概念股","AMDW":"Roundhill AMD WeeklyPay ETF","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","BK4588":"碎股","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","AMD":"美国超微公司","BK4605":"半导体精选","AMDY":"AMD期权收益策略ETF-YieldMax","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","AMDG":"2倍做多AMD ETF- Leverage Shares","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4573":"虚拟现实","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","AMDD":"1倍做空AMD ETF-Direxion","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4543":"AI","BK4512":"苹果概念","LU0056508442.USD":"贝莱德世界科技基金A2","AMUU":"2倍做多AMD ETF-Direxion"},"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260420/32156219.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2628571330","content_text":"美银将AMD的目标价从280美元上调至310美元，维持“买入”评级。(格隆汇)","news_type":1,"symbols_score_info":{"AMDW":0.6,"AMDU":0.6,"DAMD":0.6,"AMDL":0.6,"AMD":1.96,"AMDY":0.6,"AMDD":0.6,"AMUU":0.6,"AMYY":0.6,"AMDG":0.6}},"isVote":1,"tweetType":1,"viewCount":659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554615776258280,"gmtCreate":1776438883488,"gmtModify":1776438886126,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"title":"","htmlText":"2026年，我看到260不算贪吧，","listText":"2026年，我看到260不算贪吧，","text":"2026年，我看到260不算贪吧，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554615776258280","isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551115239125280,"gmtCreate":1775571528250,"gmtModify":1775571530264,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 这周内跌破210问题不大，200到205可以分期上车，","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 这周内跌破210问题不大，200到205可以分期上车，","text":"$美国超微公司(AMD)$ 这周内跌破210问题不大，200到205可以分期上车，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/551115239125280","isVote":1,"tweetType":1,"viewCount":1690,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575253683187714","authorId":"3575253683187714","name":"Neeeaaal","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3575253683187714","authorIdStr":"3575253683187714"},"content":"看空可以别做空就行了哈哈","text":"看空可以别做空就行了哈哈","html":"看空可以别做空就行了哈哈"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":549549553308416,"gmtCreate":1775189203759,"gmtModify":1775189216678,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"title":"","htmlText":"AMD最近波动大，见好就收，期待下次195到200的抄底机会，","listText":"AMD最近波动大，见好就收，期待下次195到200的抄底机会，","text":"AMD最近波动大，见好就收，期待下次195到200的抄底机会，","images":[{"img":"https://static.tigerbbs.com/89d135d991974c9b512d9ed6fc80fc3d","width":"1179","height":"2556"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549549553308416","isVote":1,"tweetType":1,"viewCount":1417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":548188414633896,"gmtCreate":1774858621187,"gmtModify":1774858623817,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"title":"","htmlText":"散户打新的几率几乎没有，都被机构承包了，","listText":"散户打新的几率几乎没有，都被机构承包了，","text":"散户打新的几率几乎没有，都被机构承包了，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/548188414633896","repostId":"1170277110","repostType":2,"repost":{"id":"1170277110","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":1774849971,"share":"https://www.laohu8.com/m/news/1170277110?lang=zh_CN&edition=full","pubTime":"2026-03-30 13:52","market":"us","language":"zh","title":"SpaceX拟募资逾750亿美元，IPO市场面临资金饱和考验","url":"https://stock-news.laohu8.com/highlight/detail?id=1170277110","media":"老虎资讯综合","summary":"SpaceX最快将于数日内向美国证交会提交IPO申请文件，市场对其募资规模的揣测已炒得沸沸扬扬。若以去年美国IPO市场总集资额775亿美元计算，SpaceX单一公司的目标已接近去年全美IPO总额。SpaceX并非唯一计划今年上市的大型企业。据悉，人工智能公司Anthropic正探讨最快第四季IPO，投行估计其集资额可达600亿美元；OpenAI的IPO亦在酝酿之中。市场普遍预期，SpaceX的公开财务资料至少还要数月才能曝光，届时才能更准确评估其实际估值及集资规模。","content":"<html><head></head><body><p style=\"text-align: start;\">SpaceX最快将于数日内向美国证交会提交IPO申请文件，市场对其募资规模的揣测已炒得沸沸扬扬。据早前报道，投行人士估计该公司有机会筹集超过750亿美元，这是一个令市场咋舌的数字。若以去年美国IPO市场总集资额775亿美元计算，SpaceX单一公司的目标已接近去年全美IPO总额。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2ea964c3fe35557483dbafb1c4155ce\" title=\"\" tg-width=\"2048\" tg-height=\"1152\"/></p><h3 id=\"id_4204041016\">AI巨头排队上市 市场资金能否承接？</h3><p style=\"text-align: start;\">SpaceX并非唯一计划今年上市的大型企业。据悉，人工智能公司Anthropic正探讨最快第四季IPO，投行估计其集资额可达600亿美元；OpenAI的IPO亦在酝酿之中。在短短12个月内，三间巨头若同时上市，市场是否有足够资金承接，成为一大疑问。</p><p style=\"text-align: start;\">回顾2021年超低息环境下，美股IPO总集资额曾达3160亿美元，惟自2022年利率回升后，市场流动性已大不如前。倘若市况持续波动，至少有一家企业的上市计划可能落空。</p><h3 id=\"id_658031724\">AI企业增长惊人 SpaceX增速相对逊色</h3><p style=\"text-align: start;\">OpenAI及Anthropic受惠于人工智能热潮，增长惊人。据报道，Anthropic今年首两个月的年化销售额已较去年翻倍。</p><p style=\"text-align: start;\">反观SpaceX，其财务表现透明度较低，但路透报道指去年收入约160亿美元，而2022年《华尔街日报》报道其收入仅46亿美元，两年来增长虽快，但相比AI企业的爆炸式增长仍显得温和。这亦意味SpaceX要支撑创办人马斯克将其与xAI合并后订出的1.25万亿美元估值，难度不小。</p><h3 id=\"id_3496365914\">Starlink为收入主力 估值天花板明显</h3><p style=\"text-align: start;\">SpaceX最大收入来源为星链卫星互联网服务，该业务虽具成长性，但本质上属基础设施型，与市场给予AI企业的“超高估值”逻辑并不完全匹配。</p><p style=\"text-align: start;\">尽管马斯克在散户投资者中号召力巨大，任何事均有可能，但最终SpaceX能否以理想估值及集资额成功上市，仍取决于其财务报表披露后的真实数据。</p><h3 id=\"id_2500124584\">投行推波助澜 上市前估值恐难作准</h3><p style=\"text-align: start;\">投行在上市前通常会刻意营造热烈气氛，以推高定价，惟市况及投资者反应往往存在变数。市场普遍预期，SpaceX的公开财务资料至少还要数月才能曝光，届时才能更准确评估其实际估值及集资规模。在此之前，市场炒作的热度与现实之间，可能仍有一段距离。</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>SpaceX拟募资逾750亿美元，IPO市场面临资金饱和考验</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\">\nSpaceX拟募资逾750亿美元，IPO市场面临资金饱和考验\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\">2026-03-30 13:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">SpaceX最快将于数日内向美国证交会提交IPO申请文件，市场对其募资规模的揣测已炒得沸沸扬扬。据早前报道，投行人士估计该公司有机会筹集超过750亿美元，这是一个令市场咋舌的数字。若以去年美国IPO市场总集资额775亿美元计算，SpaceX单一公司的目标已接近去年全美IPO总额。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2ea964c3fe35557483dbafb1c4155ce\" title=\"\" tg-width=\"2048\" tg-height=\"1152\"/></p><h3 id=\"id_4204041016\">AI巨头排队上市 市场资金能否承接？</h3><p style=\"text-align: start;\">SpaceX并非唯一计划今年上市的大型企业。据悉，人工智能公司Anthropic正探讨最快第四季IPO，投行估计其集资额可达600亿美元；OpenAI的IPO亦在酝酿之中。在短短12个月内，三间巨头若同时上市，市场是否有足够资金承接，成为一大疑问。</p><p style=\"text-align: start;\">回顾2021年超低息环境下，美股IPO总集资额曾达3160亿美元，惟自2022年利率回升后，市场流动性已大不如前。倘若市况持续波动，至少有一家企业的上市计划可能落空。</p><h3 id=\"id_658031724\">AI企业增长惊人 SpaceX增速相对逊色</h3><p style=\"text-align: start;\">OpenAI及Anthropic受惠于人工智能热潮，增长惊人。据报道，Anthropic今年首两个月的年化销售额已较去年翻倍。</p><p style=\"text-align: start;\">反观SpaceX，其财务表现透明度较低，但路透报道指去年收入约160亿美元，而2022年《华尔街日报》报道其收入仅46亿美元，两年来增长虽快，但相比AI企业的爆炸式增长仍显得温和。这亦意味SpaceX要支撑创办人马斯克将其与xAI合并后订出的1.25万亿美元估值，难度不小。</p><h3 id=\"id_3496365914\">Starlink为收入主力 估值天花板明显</h3><p style=\"text-align: start;\">SpaceX最大收入来源为星链卫星互联网服务，该业务虽具成长性，但本质上属基础设施型，与市场给予AI企业的“超高估值”逻辑并不完全匹配。</p><p style=\"text-align: start;\">尽管马斯克在散户投资者中号召力巨大，任何事均有可能，但最终SpaceX能否以理想估值及集资额成功上市，仍取决于其财务报表披露后的真实数据。</p><h3 id=\"id_2500124584\">投行推波助澜 上市前估值恐难作准</h3><p style=\"text-align: start;\">投行在上市前通常会刻意营造热烈气氛，以推高定价，惟市况及投资者反应往往存在变数。市场普遍预期，SpaceX的公开财务资料至少还要数月才能曝光，届时才能更准确评估其实际估值及集资规模。在此之前，市场炒作的热度与现实之间，可能仍有一段距离。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f16a7a67d0d2e6f1e72c43b8fe10d226","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170277110","content_text":"SpaceX最快将于数日内向美国证交会提交IPO申请文件，市场对其募资规模的揣测已炒得沸沸扬扬。据早前报道，投行人士估计该公司有机会筹集超过750亿美元，这是一个令市场咋舌的数字。若以去年美国IPO市场总集资额775亿美元计算，SpaceX单一公司的目标已接近去年全美IPO总额。AI巨头排队上市 市场资金能否承接？SpaceX并非唯一计划今年上市的大型企业。据悉，人工智能公司Anthropic正探讨最快第四季IPO，投行估计其集资额可达600亿美元；OpenAI的IPO亦在酝酿之中。在短短12个月内，三间巨头若同时上市，市场是否有足够资金承接，成为一大疑问。回顾2021年超低息环境下，美股IPO总集资额曾达3160亿美元，惟自2022年利率回升后，市场流动性已大不如前。倘若市况持续波动，至少有一家企业的上市计划可能落空。AI企业增长惊人 SpaceX增速相对逊色OpenAI及Anthropic受惠于人工智能热潮，增长惊人。据报道，Anthropic今年首两个月的年化销售额已较去年翻倍。反观SpaceX，其财务表现透明度较低，但路透报道指去年收入约160亿美元，而2022年《华尔街日报》报道其收入仅46亿美元，两年来增长虽快，但相比AI企业的爆炸式增长仍显得温和。这亦意味SpaceX要支撑创办人马斯克将其与xAI合并后订出的1.25万亿美元估值，难度不小。Starlink为收入主力 估值天花板明显SpaceX最大收入来源为星链卫星互联网服务，该业务虽具成长性，但本质上属基础设施型，与市场给予AI企业的“超高估值”逻辑并不完全匹配。尽管马斯克在散户投资者中号召力巨大，任何事均有可能，但最终SpaceX能否以理想估值及集资额成功上市，仍取决于其财务报表披露后的真实数据。投行推波助澜 上市前估值恐难作准投行在上市前通常会刻意营造热烈气氛，以推高定价，惟市况及投资者反应往往存在变数。市场普遍预期，SpaceX的公开财务资料至少还要数月才能曝光，届时才能更准确评估其实际估值及集资规模。在此之前，市场炒作的热度与现实之间，可能仍有一段距离。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":1131,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"95283866891867","authorId":"95283866891867","name":"111bin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"95283866891867","authorIdStr":"95283866891867"},"content":"不是留了30%给散户么","text":"不是留了30%给散户么","html":"不是留了30%给散户么"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526952050823448,"gmtCreate":1769658618963,"gmtModify":1769658621090,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 今晚开盘回调430左右，不会大涨，估计涨幅在450到460左右吧，","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 今晚开盘回调430左右，不会大涨，估计涨幅在450到460左右吧，","text":"$特斯拉(TSLA)$ 今晚开盘回调430左右，不会大涨，估计涨幅在450到460左右吧，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/526952050823448","isVote":1,"tweetType":1,"viewCount":2022,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000556","authorId":"9000000000000556","name":"IreneWells","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000556","authorIdStr":"9000000000000556"},"content":"回调后冲460，我也这么看！","text":"回调后冲460，我也这么看！","html":"回调后冲460，我也这么看！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526823058784392,"gmtCreate":1769596287825,"gmtModify":1769604906597,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CYN\">$Cyngn Inc(CYN)$</a> 垃圾股票赶紧退市吧","listText":"<a href=\"https://laohu8.com/S/CYN\">$Cyngn Inc(CYN)$</a> 垃圾股票赶紧退市吧","text":"$Cyngn Inc(CYN)$ 垃圾股票赶紧退市吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526823058784392","isVote":1,"tweetType":1,"viewCount":1230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526701922067088,"gmtCreate":1769562883972,"gmtModify":1769562888122,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MULL\">$2倍做多MU ETF-GraniteShares(MULL)$</a> 继续拿着，","listText":"<a href=\"https://laohu8.com/S/MULL\">$2倍做多MU ETF-GraniteShares(MULL)$</a> 继续拿着，","text":"$2倍做多MU ETF-GraniteShares(MULL)$ 继续拿着，","images":[{"img":"https://static.tigerbbs.com/e6ad459e01c88638dda65cc69fed1750","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526701922067088","isVote":1,"tweetType":1,"viewCount":1620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":526258823931432,"gmtCreate":1769508944151,"gmtModify":1769508946100,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 280","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 280","text":"$美国超微公司(AMD)$ 280","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/526258823931432","isVote":1,"tweetType":1,"viewCount":1197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":521320070157264,"gmtCreate":1768315320014,"gmtModify":1768315324119,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 财报一发，估计冲到240到260左右了","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 财报一发，估计冲到240到260左右了","text":"$美国超微公司(AMD)$ 财报一发，估计冲到240到260左右了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521320070157264","isVote":1,"tweetType":1,"viewCount":1616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519427177087552,"gmtCreate":1767788438964,"gmtModify":1767788441765,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"title":"","htmlText":"2026你**吗第一季度我觉得，回调到150左右问题不大，毕竟看跌期权大单都在看空","listText":"2026你**吗第一季度我觉得，回调到150左右问题不大，毕竟看跌期权大单都在看空","text":"2026你**吗第一季度我觉得，回调到150左右问题不大，毕竟看跌期权大单都在看空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/519427177087552","isVote":1,"tweetType":1,"viewCount":1907,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000143","authorId":"9000000000000143","name":"FrankCollins","avatar":"https://static.tigerbbs.com/a281838218cd814d59c1e600e0b9f75f","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000143","authorIdStr":"9000000000000143"},"content":"150回调目标稳，期权大单压盘强","text":"150回调目标稳，期权大单压盘强","html":"150回调目标稳，期权大单压盘强"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507784296173616,"gmtCreate":1764946331251,"gmtModify":1764946333261,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>年底冲刺，这个月底有望突破500","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>年底冲刺，这个月底有望突破500","text":"$特斯拉(TSLA)$ 年底冲刺，这个月底有望突破500","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507784296173616","isVote":1,"tweetType":1,"viewCount":1843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496369322332816,"gmtCreate":1762206435954,"gmtModify":1762206438543,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"title":"","htmlText":"如果通过，即使不会大涨，冲到480到495应该还是有希望，如果不通过，回调到400也是有可能","listText":"如果通过，即使不会大涨，冲到480到495应该还是有希望，如果不通过，回调到400也是有可能","text":"如果通过，即使不会大涨，冲到480到495应该还是有希望，如果不通过，回调到400也是有可能","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496369322332816","isVote":1,"tweetType":1,"viewCount":1595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492387667525936,"gmtCreate":1761232427392,"gmtModify":1761233386035,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"title":"","htmlText":"重点关注中美谈判，然后就是11月6号股东大会。这是目前期待的两个利好。股东大会薪酬方案成功的话，460以上问题不大","listText":"重点关注中美谈判，然后就是11月6号股东大会。这是目前期待的两个利好。股东大会薪酬方案成功的话，460以上问题不大","text":"重点关注中美谈判，然后就是11月6号股东大会。这是目前期待的两个利好。股东大会薪酬方案成功的话，460以上问题不大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492387667525936","isVote":1,"tweetType":1,"viewCount":2052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":448143795761552,"gmtCreate":1750436967547,"gmtModify":1750436968683,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$</a> 跌到1.2可以入手了，下个礼拜1.2差不多吧","listText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$</a> 跌到1.2可以入手了，下个礼拜1.2差不多吧","text":"$Faraday Future Intelligent Electric Inc(FFAI)$ 跌到1.2可以入手了，下个礼拜1.2差不多吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/448143795761552","isVote":1,"tweetType":1,"viewCount":3105,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4179282963740902","authorId":"4179282963740902","name":"股圈和珅","avatar":"https://static.tigerbbs.com/61d912bc3b2dd7a49134c9bd1e0611c3","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"4179282963740902","idStr":"4179282963740902"},"content":"1.2感觉都高 [捂脸]0.8到1之间吧","text":"1.2感觉都高 [捂脸]0.8到1之间吧","html":"1.2感觉都高 [捂脸]0.8到1之间吧"},{"author":{"id":"4170648728014932","authorId":"4170648728014932","name":"5702046G","avatar":"https://static.tigerbbs.com/bc24361b1d29e4b2aefeac87c6240b1f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4170648728014932","idStr":"4170648728014932"},"content":"5600合1 你永远在山顶","text":"5600合1 你永远在山顶","html":"5600合1 你永远在山顶"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425518227792248,"gmtCreate":1744896361222,"gmtModify":1744896362621,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 60出头没问题，到今晚不会那么高，一个礼拜之内，60差不多","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 60出头没问题，到今晚不会那么高，一个礼拜之内，60差不多","text":"$霸王茶姬(CHA)$ 60出头没问题，到今晚不会那么高，一个礼拜之内，60差不多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/425518227792248","isVote":1,"tweetType":1,"viewCount":7073,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4202112655004052","authorId":"4202112655004052","name":"平安顺","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4202112655004052","idStr":"4202112655004052"},"content":"想多了，不太可能达到60，不是泼冷水，因为每股净资才1.98美元，60的市净率为30.3030303倍了","text":"想多了，不太可能达到60，不是泼冷水，因为每股净资才1.98美元，60的市净率为30.3030303倍了","html":"想多了，不太可能达到60，不是泼冷水，因为每股净资才1.98美元，60的市净率为30.3030303倍了"},{"author":{"id":"4202112655004052","authorId":"4202112655004052","name":"平安顺","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4202112655004052","idStr":"4202112655004052"},"content":"另外还要配合大盘?60不太可能，每股净资1.98，且流通盘才8%的股本，所以不要想太多了","text":"另外还要配合大盘?60不太可能，每股净资1.98，且流通盘才8%的股本，所以不要想太多了","html":"另外还要配合大盘?60不太可能，每股净资1.98，且流通盘才8%的股本，所以不要想太多了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":549549553308416,"gmtCreate":1775189203759,"gmtModify":1775189216678,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"themes":[],"title":"","htmlText":"AMD最近波动大，见好就收，期待下次195到200的抄底机会，","listText":"AMD最近波动大，见好就收，期待下次195到200的抄底机会，","text":"AMD最近波动大，见好就收，期待下次195到200的抄底机会，","images":[{"img":"https://static.tigerbbs.com/89d135d991974c9b512d9ed6fc80fc3d","width":"1179","height":"2556"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549549553308416","isVote":1,"tweetType":1,"viewCount":1417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":411860638065320,"gmtCreate":1741585095202,"gmtModify":1741585096789,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 150以下吧，6月份之前会跌到150一下，甚至是135。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 150以下吧，6月份之前会跌到150一下，甚至是135。","text":"$特斯拉(TSLA)$ 150以下吧，6月份之前会跌到150一下，甚至是135。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/411860638065320","isVote":1,"tweetType":1,"viewCount":4976,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3563357612600728","idStr":"3563357612600728"},"content":"这就是你想象的极限了么？","text":"这就是你想象的极限了么？","html":"这就是你想象的极限了么？"},{"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"content":"跌到10以下，有人想去卖屁股。","text":"跌到10以下，有人想去卖屁股。","html":"跌到10以下，有人想去卖屁股。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425468448916048,"gmtCreate":1744884148026,"gmtModify":1745206790593,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 我觉得涨幅和雪王不分上下，可能会超过蜜雪","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 我觉得涨幅和雪王不分上下，可能会超过蜜雪","text":"$霸王茶姬(CHA)$ 我觉得涨幅和雪王不分上下，可能会超过蜜雪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/425468448916048","isVote":1,"tweetType":1,"viewCount":967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560868951902112,"gmtCreate":1777962677481,"gmtModify":1777962680634,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 继续持有，120到150近在眼前","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 继续持有，120到150近在眼前","text":"$英特尔(INTC)$ 继续持有，120到150近在眼前","images":[{"img":"https://static.tigerbbs.com/5a364c95784147885f1ba77b0b8ba4e7","width":"933","height":"1543"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560868951902112","isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":507784296173616,"gmtCreate":1764946331251,"gmtModify":1764946333261,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>年底冲刺，这个月底有望突破500","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>年底冲刺，这个月底有望突破500","text":"$特斯拉(TSLA)$ 年底冲刺，这个月底有望突破500","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507784296173616","isVote":1,"tweetType":1,"viewCount":1843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439668484694104,"gmtCreate":1748369359797,"gmtModify":1748369362344,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 这个礼拜反弹到380应该问题不大","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 这个礼拜反弹到380应该问题不大","text":"$特斯拉(TSLA)$ 这个礼拜反弹到380应该问题不大","images":[{"img":"https://static.tigerbbs.com/af0bf202deeaa26e355c1f0f040525cc","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/439668484694104","isVote":1,"tweetType":1,"viewCount":3152,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4143328445803310","authorId":"4143328445803310","name":"Maqingyu","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"4143328445803310","idStr":"4143328445803310"},"content":"就因为马斯克睡办公室吗？销量和竞争都是利空啊，哪来动力到380","text":"就因为马斯克睡办公室吗？销量和竞争都是利空啊，哪来动力到380","html":"就因为马斯克睡办公室吗？销量和竞争都是利空啊，哪来动力到380"},{"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"content":"我之前说350的时候也没人信，那个时候阻力位是360，我说了，只要突破360，那么很快380","text":"我之前说350的时候也没人信，那个时候阻力位是360，我说了，只要突破360，那么很快380","html":"我之前说350的时候也没人信，那个时候阻力位是360，我说了，只要突破360，那么很快380"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":551115239125280,"gmtCreate":1775571528250,"gmtModify":1775571530264,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 这周内跌破210问题不大，200到205可以分期上车，","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 这周内跌破210问题不大，200到205可以分期上车，","text":"$美国超微公司(AMD)$ 这周内跌破210问题不大，200到205可以分期上车，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/551115239125280","isVote":1,"tweetType":1,"viewCount":1690,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575253683187714","authorId":"3575253683187714","name":"Neeeaaal","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3575253683187714","idStr":"3575253683187714"},"content":"看空可以别做空就行了哈哈","text":"看空可以别做空就行了哈哈","html":"看空可以别做空就行了哈哈"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472270061748312,"gmtCreate":1756332250588,"gmtModify":1756332252714,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"themes":[],"title":"","htmlText":"对英伟达财报已经不感兴趣了，爱咋滴咋滴吧，涨也好，回调也罢，反正又不是我一个人持股英伟达，我这点算啥，毛毛雨而已。","listText":"对英伟达财报已经不感兴趣了，爱咋滴咋滴吧，涨也好，回调也罢，反正又不是我一个人持股英伟达，我这点算啥，毛毛雨而已。","text":"对英伟达财报已经不感兴趣了，爱咋滴咋滴吧，涨也好，回调也罢，反正又不是我一个人持股英伟达，我这点算啥，毛毛雨而已。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/472270061748312","repostId":"1133420689","repostType":2,"repost":{"id":"1133420689","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":1756326243,"share":"https://www.laohu8.com/m/news/1133420689?lang=zh_CN&edition=full","pubTime":"2025-08-28 04:24","market":"us","language":"zh","title":"英伟达Q2数据中心收入不及市场预期，本季度营收指引不够亮眼","url":"https://stock-news.laohu8.com/highlight/detail?id=1133420689","media":"老虎资讯综合","summary":"8月28日，$英伟达(NVDA)$发布2026财年第二季度业绩。财报显示，第二季度营收467亿美元，同比增长56%，市场预期462.3亿美元；数据中心收入411亿美元，同比增长56%，市场预期412.9亿美元；预计第三季度营收540亿美元+/-2%，市场预期534.6亿美元。财报发布后，英伟达盘后直线下挫，截至发稿跌超4%。","content":"<html><head></head><body><p>8月28日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发布2026财年第二季度业绩。财报显示，第二季度营收467.43亿美元，同比增长56%，市场预期462.31亿美元；调整后净利润257.83亿美元，同比增长52%，市场预期249.2亿美元；调整后每股收益1.05美元，同比增长54%，市场预期1.01美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab4efa4747ec5fdc3a2ec3f8584aecb4\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1e369acefdf833ef8eb3133d112a777\" title=\"\" tg-width=\"981\" tg-height=\"738\"/></p><h2 id=\"id_1276209809\">分业务来看：</h2><ul style=\"\"><li><p>第二季度数据中心收入410.96亿美元，同比增长56%，市场预期412.93亿美元；</p></li><li><p>第二季度游戏收入为42.87亿美元，同比增长49%，市场预期38.19亿美元；</p></li><li><p>第二季度专业可视化收入为6.01亿美元，同比增长32%，市场预期5.32亿美元；</p></li><li><p>第二季度汽车业务收入为5.86亿美元，同比增长69%，市场预期5.93亿美元。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b60c1a01c2971df0a59aaf378fbe5a0\" title=\"\" tg-width=\"975\" tg-height=\"351\"/></p><h2 id=\"id_1982623649\">第三季度业绩展望：</h2><ul style=\"\"><li><p>预计营收为540亿美元，上下浮动2%；该公司在展望中未考虑任何H20对华出口；</p></li><li><p>预计GAAP和非GAAP毛利率分别为73.3%和73.5%，上下浮动50个基点。公司预计今年年底的非GAAP毛利率将保持在70%左右；</p></li><li><p>预计GAAP和非GAAP运营费用分别约为59亿美元和42亿美元。预计2026财年全年运营费用增长率将达到30%以上；</p></li><li><p>预计GAAP和非GAAP其他收入和支出约为5亿美元的收入，不包括非流通股本证券和公开持有的股权证券的损益；</p></li><li><p>预计GAAP和非GAAP税率为16.5%，上下浮动1%，不包括任何单项项目。</p></li></ul><p>财报发布后，英伟达盘后直线下挫，截至发稿跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28cde0ce9036f3f141b299722a7ac360\" title=\"\" tg-width=\"834\" tg-height=\"834\"/></p><p>公司表示，第二季度没有向中国销售H20芯片。英伟达受益于此前释放的1.8亿美元H20库存，这得益于此前向中国境外客户无限制销售约6.5亿美元的H20芯片。</p><p>本季度，GAAP和非GAAP毛利率分别为72.4%和72.7%。若不计入1.8亿美元释放，本季度非GAAP毛利率应为72.3%。</p><p>本季度，GAAP和非GAAP稀释每股收益分别为1.08美元和1.05美元。若不计1.8亿美元释放及相关税费影响，本季度非GAAP稀释每股收益为1.04美元。</p><p>英伟达创始人兼首席执行官黄仁勋表示：“Blackwell是全世界翘首以盼的AI平台，它实现了非凡的跨越式发展——Blackwell Ultra 的产量正在全速提升，市场需求也异常旺盛。NVIDIA NVLink机架级计算技术具有革命性，它的到来恰逢推理AI模型推动训练和推理性能数量级提升的时代。AI竞赛已拉开帷幕，而Blackwell正是这场竞赛的核心平台。”</p><p>2026财年上半年，英伟达以股票回购和现金股息的形式向股东返还了243亿美元。截至第二季度末，公司剩余的股票回购授权金额为147亿美元。2025年8月26日，董事会批准公司额外增加600亿美元的股票回购授权，且该授权金额无有效期。</p><p>公司将于2025年10月2日向2025年9月11日登记在册的所有股东支付下一季度现金股息，每股0.01美元。</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Q2数据中心收入不及市场预期，本季度营收指引不够亮眼</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Q2数据中心收入不及市场预期，本季度营收指引不够亮眼\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\">2025-08-28 04:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月28日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发布2026财年第二季度业绩。财报显示，第二季度营收467.43亿美元，同比增长56%，市场预期462.31亿美元；调整后净利润257.83亿美元，同比增长52%，市场预期249.2亿美元；调整后每股收益1.05美元，同比增长54%，市场预期1.01美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab4efa4747ec5fdc3a2ec3f8584aecb4\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1e369acefdf833ef8eb3133d112a777\" title=\"\" tg-width=\"981\" tg-height=\"738\"/></p><h2 id=\"id_1276209809\">分业务来看：</h2><ul style=\"\"><li><p>第二季度数据中心收入410.96亿美元，同比增长56%，市场预期412.93亿美元；</p></li><li><p>第二季度游戏收入为42.87亿美元，同比增长49%，市场预期38.19亿美元；</p></li><li><p>第二季度专业可视化收入为6.01亿美元，同比增长32%，市场预期5.32亿美元；</p></li><li><p>第二季度汽车业务收入为5.86亿美元，同比增长69%，市场预期5.93亿美元。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b60c1a01c2971df0a59aaf378fbe5a0\" title=\"\" tg-width=\"975\" tg-height=\"351\"/></p><h2 id=\"id_1982623649\">第三季度业绩展望：</h2><ul style=\"\"><li><p>预计营收为540亿美元，上下浮动2%；该公司在展望中未考虑任何H20对华出口；</p></li><li><p>预计GAAP和非GAAP毛利率分别为73.3%和73.5%，上下浮动50个基点。公司预计今年年底的非GAAP毛利率将保持在70%左右；</p></li><li><p>预计GAAP和非GAAP运营费用分别约为59亿美元和42亿美元。预计2026财年全年运营费用增长率将达到30%以上；</p></li><li><p>预计GAAP和非GAAP其他收入和支出约为5亿美元的收入，不包括非流通股本证券和公开持有的股权证券的损益；</p></li><li><p>预计GAAP和非GAAP税率为16.5%，上下浮动1%，不包括任何单项项目。</p></li></ul><p>财报发布后，英伟达盘后直线下挫，截至发稿跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28cde0ce9036f3f141b299722a7ac360\" title=\"\" tg-width=\"834\" tg-height=\"834\"/></p><p>公司表示，第二季度没有向中国销售H20芯片。英伟达受益于此前释放的1.8亿美元H20库存，这得益于此前向中国境外客户无限制销售约6.5亿美元的H20芯片。</p><p>本季度，GAAP和非GAAP毛利率分别为72.4%和72.7%。若不计入1.8亿美元释放，本季度非GAAP毛利率应为72.3%。</p><p>本季度，GAAP和非GAAP稀释每股收益分别为1.08美元和1.05美元。若不计1.8亿美元释放及相关税费影响，本季度非GAAP稀释每股收益为1.04美元。</p><p>英伟达创始人兼首席执行官黄仁勋表示：“Blackwell是全世界翘首以盼的AI平台，它实现了非凡的跨越式发展——Blackwell Ultra 的产量正在全速提升，市场需求也异常旺盛。NVIDIA NVLink机架级计算技术具有革命性，它的到来恰逢推理AI模型推动训练和推理性能数量级提升的时代。AI竞赛已拉开帷幕，而Blackwell正是这场竞赛的核心平台。”</p><p>2026财年上半年，英伟达以股票回购和现金股息的形式向股东返还了243亿美元。截至第二季度末，公司剩余的股票回购授权金额为147亿美元。2025年8月26日，董事会批准公司额外增加600亿美元的股票回购授权，且该授权金额无有效期。</p><p>公司将于2025年10月2日向2025年9月11日登记在册的所有股东支付下一季度现金股息，每股0.01美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达","NVDS":"1.5倍做空NVDA ETF-Tradr"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133420689","content_text":"8月28日，英伟达发布2026财年第二季度业绩。财报显示，第二季度营收467.43亿美元，同比增长56%，市场预期462.31亿美元；调整后净利润257.83亿美元，同比增长52%，市场预期249.2亿美元；调整后每股收益1.05美元，同比增长54%，市场预期1.01美元。分业务来看：第二季度数据中心收入410.96亿美元，同比增长56%，市场预期412.93亿美元；第二季度游戏收入为42.87亿美元，同比增长49%，市场预期38.19亿美元；第二季度专业可视化收入为6.01亿美元，同比增长32%，市场预期5.32亿美元；第二季度汽车业务收入为5.86亿美元，同比增长69%，市场预期5.93亿美元。第三季度业绩展望：预计营收为540亿美元，上下浮动2%；该公司在展望中未考虑任何H20对华出口；预计GAAP和非GAAP毛利率分别为73.3%和73.5%，上下浮动50个基点。公司预计今年年底的非GAAP毛利率将保持在70%左右；预计GAAP和非GAAP运营费用分别约为59亿美元和42亿美元。预计2026财年全年运营费用增长率将达到30%以上；预计GAAP和非GAAP其他收入和支出约为5亿美元的收入，不包括非流通股本证券和公开持有的股权证券的损益；预计GAAP和非GAAP税率为16.5%，上下浮动1%，不包括任何单项项目。财报发布后，英伟达盘后直线下挫，截至发稿跌超4%。公司表示，第二季度没有向中国销售H20芯片。英伟达受益于此前释放的1.8亿美元H20库存，这得益于此前向中国境外客户无限制销售约6.5亿美元的H20芯片。本季度，GAAP和非GAAP毛利率分别为72.4%和72.7%。若不计入1.8亿美元释放，本季度非GAAP毛利率应为72.3%。本季度，GAAP和非GAAP稀释每股收益分别为1.08美元和1.05美元。若不计1.8亿美元释放及相关税费影响，本季度非GAAP稀释每股收益为1.04美元。英伟达创始人兼首席执行官黄仁勋表示：“Blackwell是全世界翘首以盼的AI平台，它实现了非凡的跨越式发展——Blackwell Ultra 的产量正在全速提升，市场需求也异常旺盛。NVIDIA NVLink机架级计算技术具有革命性，它的到来恰逢推理AI模型推动训练和推理性能数量级提升的时代。AI竞赛已拉开帷幕，而Blackwell正是这场竞赛的核心平台。”2026财年上半年，英伟达以股票回购和现金股息的形式向股东返还了243亿美元。截至第二季度末，公司剩余的股票回购授权金额为147亿美元。2025年8月26日，董事会批准公司额外增加600亿美元的股票回购授权，且该授权金额无有效期。公司将于2025年10月2日向2025年9月11日登记在册的所有股东支付下一季度现金股息，每股0.01美元。","news_type":1,"symbols_score_info":{"NVDS":1.1,"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":4974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}