揭谛投资的个人主页 - 老虎社区

揭谛投资

揭谛投资

揭谛菩提，欢迎关注微信公众号/视频号-后厂村程序员。

IP属地：北京

54关注

16粉丝

1主题

0勋章

00:01

太空板块，可以期待。

04-13 14:47

这篇文章不错，转发给大家看看

@MooreCap:英特尔加入Terafab项目，携手SpaceX、xAI与特斯拉推动AI算力革命

04-08

TACO MAGA.

03-27

$Meta Platforms, Inc.(META)$ 国外的百度，未来不言而喻。

03-25

“而对算力与内存硬件的长期影响则判断为“中性偏正面”。”

谷歌发布KV缓存压缩技术，存储需求预期遭冲击，美股存储板块集体下挫

03-22

大多数人的弱点都是一样的：情绪化、易冲动、非理性。

03-19

黄金，宇宙大爆炸就那么多。必然水涨船高，除非通缩。

03-17

$Meta Platforms, Inc.(META)$ 裁员即将开始，准备做空meta。

03-11

已清仓，准备等待时机⌛️入场。

03-03

TACO.

02-20

可以，这些股票确实值得关注。

02-20

这篇文章不错，转发给大家看看

@话题虎:WSB社区 “2026选股”暂时跑赢大盘！老虎社区的各位，还有哪家能上榜？

02-10

这篇文章不错，转发给大家看看

美股光通信概念股强势冲高！Astera Labs涨超12%，Credo Technology涨超11%

02-02

这是一个很值得深思的问题。

02-02

重仓猛干浮盈加仓频繁交易技术分析

01-30

[强] [强] [强] [强] [强] [强] [强]

美国政府据悉考虑指定Robinhood为“特朗普账户”托管方

01-30

$IONQ Inc.(IONQ)$ 老北京最地道的量子计算，你骂时候是津门第一！

01-21

认真学习！

@OptionS:我的期权常年交易标的【2026版】

01-21

来吧！虎币商场的东西基本集齐了，赶快上新！

@虎币福利小助手:新年限定！晒图就得新年老虎专属壁纸～

01-19

这篇文章不错，转发给大家看看

高盛：2026是中国互联网巨头的转折年，拼多多为重点推荐个股

去老虎APP查看更多动态

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宣布正式加入“Terafab”项目，与SpaceX、xAI 以及 Tesla 展开合作，共同推进硅制造（silicon fab）技术的重构与升级。 Terafab项目致力于打造下一代超大规模算力基础设施，其目标是实现每年1太瓦（1 TW/year）的计算能力产出，以支撑未来人工智能与机器人领域的突破性发展。英特尔表示，公司在芯片设计、制造及先进封装方面的综合能力，将为该项目提供关键支撑，加速高性能计算芯片的规模化落地。 业内人士认为，此次合作标志着AI算力基础设施正从单一公司推进，迈向跨行业协同的新阶段。通过整合航天、汽车与人工智能领域的技术资源，Terafab项目有望显著提升算力供给效率，缓解当前AI发展中的算力瓶颈。 此外，英特尔还透露，Elon Musk 于上周末到访公司，并就相关合作进行了深入交流。双方在先进制造与AI算力未来方向上展现出高度共识。 随着AI大模型与机器人技术的快速演进，算力已成为核心基础设施。英特尔此次加入Terafab项目，被视为其强化先进制造与AI生态布局的重要一步，也进一步凸显全球科技巨头在算力领域的激烈竞争与合作趋势。 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;","listText":"Intel 宣布正式加入“Terafab”项目，与SpaceX、xAI 以及 Tesla 展开合作，共同推进硅制造（silicon fab）技术的重构与升级。 Terafab项目致力于打造下一代超大规模算力基础设施，其目标是实现每年1太瓦（1 TW/year）的计算能力产出，以支撑未来人工智能与机器人领域的突破性发展。英特尔表示，公司在芯片设计、制造及先进封装方面的综合能力，将为该项目提供关键支撑，加速高性能计算芯片的规模化落地。 业内人士认为，此次合作标志着AI算力基础设施正从单一公司推进，迈向跨行业协同的新阶段。通过整合航天、汽车与人工智能领域的技术资源，Terafab项目有望显著提升算力供给效率，缓解当前AI发展中的算力瓶颈。 此外，英特尔还透露，Elon Musk 于上周末到访公司，并就相关合作进行了深入交流。双方在先进制造与AI算力未来方向上展现出高度共识。 随着AI大模型与机器人技术的快速演进，算力已成为核心基础设施。英特尔此次加入Terafab项目，被视为其强化先进制造与AI生态布局的重要一步，也进一步凸显全球科技巨头在算力领域的激烈竞争与合作趋势。 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;","text":"Intel 宣布正式加入“Terafab”项目，与SpaceX、xAI 以及 Tesla 展开合作，共同推进硅制造（silicon fab）技术的重构与升级。 Terafab项目致力于打造下一代超大规模算力基础设施，其目标是实现每年1太瓦（1 TW/year）的计算能力产出，以支撑未来人工智能与机器人领域的突破性发展。英特尔表示，公司在芯片设计、制造及先进封装方面的综合能力，将为该项目提供关键支撑，加速高性能计算芯片的规模化落地。 业内人士认为，此次合作标志着AI算力基础设施正从单一公司推进，迈向跨行业协同的新阶段。通过整合航天、汽车与人工智能领域的技术资源，Terafab项目有望显著提升算力供给效率，缓解当前AI发展中的算力瓶颈。 此外，英特尔还透露，Elon Musk 于上周末到访公司，并就相关合作进行了深入交流。双方在先进制造与AI算力未来方向上展现出高度共识。 随着AI大模型与机器人技术的快速演进，算力已成为核心基础设施。英特尔此次加入Terafab项目，被视为其强化先进制造与AI生态布局的重要一步，也进一步凸显全球科技巨头在算力领域的激烈竞争与合作趋势。 $英特尔(INTC)$ $特斯拉(TSLA)$ $英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/0a7ae13cfdd8aefeebd3466168062939","width":"798","height":"1200"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551101234406232","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551392828983472,"gmtCreate":1775639300269,"gmtModify":1775639302763,"author":{"id":"4204782248635750","authorId":"4204782248635750","name":"揭谛投资","avatar":"https://static.tigerbbs.com/c3078ab05da66865cb63ca4f83aedf28","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4204782248635750","authorIdStr":"4204782248635750"},"themes":[],"title":"","htmlText":"TACO MAGA.","listText":"TACO MAGA.","text":"TACO MAGA.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551392828983472","isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":547238963943160,"gmtCreate":1774626815513,"gmtModify":1774626817608,"author":{"id":"4204782248635750","authorId":"4204782248635750","name":"揭谛投资","avatar":"https://static.tigerbbs.com/c3078ab05da66865cb63ca4f83aedf28","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4204782248635750","authorIdStr":"4204782248635750"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><v-v data-views=\"0\"></v-v> 国外的百度，未来不言而喻。","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><v-v data-views=\"0\"></v-v> 国外的百度，未来不言而喻。","text":"$Meta Platforms, Inc.(META)$ 国外的百度，未来不言而喻。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547238963943160","isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546518054074440,"gmtCreate":1774451983275,"gmtModify":1774451986007,"author":{"id":"4204782248635750","authorId":"4204782248635750","name":"揭谛投资","avatar":"https://static.tigerbbs.com/c3078ab05da66865cb63ca4f83aedf28","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4204782248635750","authorIdStr":"4204782248635750"},"themes":[],"title":"","htmlText":"“而对算力与内存硬件的长期影响则判断为“中性偏正面”。”","listText":"“而对算力与内存硬件的长期影响则判断为“中性偏正面”。”","text":"“而对算力与内存硬件的长期影响则判断为“中性偏正面”。”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546518054074440","repostId":"1127263408","repostType":2,"repost":{"id":"1127263408","kind":"news","pubTimestamp":1774448869,"share":"https://www.laohu8.com/m/news/1127263408?lang=zh_CN&edition=full","pubTime":"2026-03-25 22:27","market":"us","language":"zh","title":"谷歌发布KV缓存压缩技术，存储需求预期遭冲击，美股存储板块集体下挫","url":"https://stock-news.laohu8.com/highlight/detail?id=1127263408","media":"华尔街见闻","summary":"Google Research近日推出全新的KV缓存压缩方法TurboQuant。据称，该技术可在不损失准确性的前提下，将大语言模型的缓存内存占用至少减少6倍，并实现最高8倍的加速，旨在解决AI推理与向量搜索中的内存瓶颈问题。受此消息影响，美股存储板块集体走低。截至收盘，闪迪跌6.5%，美光科技跌超4%，西部数据跌超4%，希捷科技跌超5%。","content":"<html><head></head><body><p>Google Research近日推出全新的KV缓存压缩方法TurboQuant。据称，该技术可在不损失准确性的前提下，将大语言模型的缓存内存占用至少减少6倍，并实现最高8倍的加速，旨在解决AI推理与向量搜索中的内存瓶颈问题。</p><p>受此消息影响，美股存储板块集体走低。截至收盘，闪迪跌6.5%，美光科技跌超4%，西部数据跌超4%，希捷科技跌超5%。</p></body></html>","source":"lsy1762389672944","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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href=\"https://wallstreetcn.com/articles/3768391\">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/46029346cc3e64319c2b318fd1af0381","relate_stocks":{"MU":"美光科技","SNDK":"闪迪","STX":"希捷科技","WDC":"西部数据"},"source_url":"https://wallstreetcn.com/articles/3768391","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127263408","content_text":"Google 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裁员即将开始，准备做空meta。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543644641018096","isVote":1,"tweetType":1,"viewCount":883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541263558496976,"gmtCreate":1773169918821,"gmtModify":1773178868881,"author":{"id":"4204782248635750","authorId":"4204782248635750","name":"揭谛投资","avatar":"https://static.tigerbbs.com/c3078ab05da66865cb63ca4f83aedf28","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4204782248635750","authorIdStr":"4204782248635750"},"themes":[],"title":"","htmlText":"已清仓，准备等待时机⌛️入场。","listText":"已清仓，准备等待时机⌛️入场。","text":"已清仓，准备等待时机⌛️入场。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541263558496976","isVote":1,"tweetType":1,"viewCount":1501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538654961004808,"gmtCreate":1772528516617,"gmtModify":1772528519112,"author":{"id":"4204782248635750","authorId":"4204782248635750","name":"揭谛投资","avatar":"https://static.tigerbbs.com/c3078ab05da66865cb63ca4f83aedf28","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4204782248635750","authorIdStr":"4204782248635750"},"themes":[],"title":"","htmlText":"TACO.","listText":"TACO.","text":"TACO.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538654961004808","isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":534700773258576,"gmtCreate":1771563069830,"gmtModify":1771563072702,"author":{"id":"4204782248635750","authorId":"4204782248635750","name":"揭谛投资","avatar":"https://static.tigerbbs.com/c3078ab05da66865cb63ca4f83aedf28","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4204782248635750","authorIdStr":"4204782248635750"},"themes":[],"title":"","htmlText":"可以，这些股票确实值得关注。","listText":"可以，这些股票确实值得关注。","text":"可以，这些股票确实值得关注。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534700773258576","isVote":1,"tweetType":1,"viewCount":1134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":534700394272224,"gmtCreate":1771563006104,"gmtModify":1771563008325,"author":{"id":"4204782248635750","authorId":"4204782248635750","name":"揭谛投资","avatar":"https://static.tigerbbs.com/c3078ab05da66865cb63ca4f83aedf28","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4204782248635750","authorIdStr":"4204782248635750"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534700394272224","repostId":"534646902129232","repostType":1,"repost":{"id":534646902129232,"gmtCreate":1771549346743,"gmtModify":1771563600195,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"WSB社区 “2026选股”暂时跑赢大盘！老虎社区的各位，还有哪家能上榜？","htmlText":"不要小看WSB论坛散户严选个股，去年的“2025 Top 10”年化收益率达到了76%。[可爱] 再看一下2026年社区选出的Top 10分别是哪些，以及至今表现如何~ 截止2月19日美股收盘， <a href=\"https://laohu8.com/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$</a> +18.96%， <a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> +9.78%， <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> -3.26%， <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> -11.25%， <a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> +28.56%， <a href=\"https://laohu8.com/S/RDDT\">$Reddit(RDDT)$</a> -36.43%， <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> +46.23%， <a href=\"https://laohu8.com/S/IREN\">$IREN Ltd(IREN)$</a> +14.61%， <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> -8.45% ， <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> -24.11%。平均收益3.5% VS","listText":"不要小看WSB论坛散户严选个股，去年的“2025 Top 10”年化收益率达到了76%。[可爱] 再看一下2026年社区选出的Top 10分别是哪些，以及至今表现如何~ 截止2月19日美股收盘， <a href=\"https://laohu8.com/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$</a> +18.96%， <a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> +9.78%， <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> -3.26%， <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> -11.25%， <a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> +28.56%， <a href=\"https://laohu8.com/S/RDDT\">$Reddit(RDDT)$</a> -36.43%， <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> +46.23%， <a href=\"https://laohu8.com/S/IREN\">$IREN Ltd(IREN)$</a> +14.61%， <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> -8.45% ， <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> -24.11%。平均收益3.5% VS","text":"不要小看WSB论坛散户严选个股，去年的“2025 Top 10”年化收益率达到了76%。[可爱] 再看一下2026年社区选出的Top 10分别是哪些，以及至今表现如何~ 截止2月19日美股收盘， $AST SpaceMobile, Inc.(ASTS)$ +18.96%， $Rocket Lab USA, Inc.(RKLB)$ +9.78%， $谷歌(GOOG)$ -3.26%， $亚马逊(AMZN)$ -11.25%， $NEBIUS(NBIS)$ +28.56%， $Reddit(RDDT)$ -36.43%， $美光科技(MU)$ +46.23%， $IREN Ltd(IREN)$ +14.61%， $特斯拉(TSLA)$ -8.45% ， $Palantir Technologies Inc.(PLTR)$ -24.11%。平均收益3.5% VS","images":[{"img":"https://static.tigerbbs.com/55cf7f0718c20cf070aebd436bb38263","width":"1179","height":"1354"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534646902129232","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531096207433992,"gmtCreate":1770683117796,"gmtModify":1770683120563,"author":{"id":"4204782248635750","authorId":"4204782248635750","name":"揭谛投资","avatar":"https://static.tigerbbs.com/c3078ab05da66865cb63ca4f83aedf28","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4204782248635750","authorIdStr":"4204782248635750"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531096207433992","repostId":"1177905388","repostType":2,"repost":{"id":"1177905388","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":1770389330,"share":"https://www.laohu8.com/m/news/1177905388?lang=zh_CN&edition=full","pubTime":"2026-02-06 22:48","market":"us","language":"zh","title":"美股光通信概念股强势冲高！Astera Labs涨超12%，Credo Technology涨超11%","url":"https://stock-news.laohu8.com/highlight/detail?id=1177905388","media":"老虎资讯综合","summary":"光通信概念股强势冲高，Astera Labs涨超12%，Credo Technology涨超11%，Lumentum涨超9%，Coherent涨超6%。","content":"<html><head></head><body><p>2月6日，美股光通信概念股强势冲高，<a href=\"https://laohu8.com/S/ALAB\">Astera Labs</a>涨超12%，<a href=\"https://laohu8.com/S/CRDO\">Credo Technology</a>涨超11%，Lumentum涨超9%，Coherent涨超6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8587eb4f9e7e154bf2e69495cf1490f6\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股光通信概念股强势冲高！Astera Labs涨超12%，Credo Technology涨超11%</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美股光通信概念股强势冲高！Astera Labs涨超12%，Credo Technology涨超11%\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\">2026-02-06 22:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月6日，美股光通信概念股强势冲高，<a href=\"https://laohu8.com/S/ALAB\">Astera Labs</a>涨超12%，<a href=\"https://laohu8.com/S/CRDO\">Credo Technology</a>涨超11%，Lumentum涨超9%，Coherent涨超6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8587eb4f9e7e154bf2e69495cf1490f6\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"TWM":"罗素2000指数两倍做空ETF","TZA":"罗素2000指数三倍做空ETF","BK4535":"淡马锡持仓","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","SRTY":"罗素2000指数三倍做空ETF-ProShares","BK4588":"碎股","BK4550":"红杉资本持仓","IWN":"罗素2000价值股指数ETF-iShares","BK4534":"瑞士信贷持仓","VT":"世界全股市ETF-Vanguard","IWO":"罗素2000成长股指数ETF","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","ALAB":"Astera Labs, Inc.","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","RWM":"罗素2000指数反向ETF","BK4581":"高盛持仓","UWM":"罗素2000指数ETF两倍做多","TNA":"罗素2000指数三倍做多ETF-Direxion","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4141":"半导体产品","BK4585":"ETF&股票定投概念","IWM":"罗素2000指数ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177905388","content_text":"2月6日，美股光通信概念股强势冲高，Astera Labs涨超12%，Credo Technology涨超11%，Lumentum涨超9%，Coherent涨超6%。","news_type":1,"symbols_score_info":{"MNQmain":0.6,"UWM":0.6,"IWO":0.6,"RWM":0.6,"TWM":0.6,"VT":1.5,"TZA":0.6,"SRTY":0.6,"IWM":1.5,"TNA":0.6,"IWN":0.6,"ALAB":1.5}},"isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528363730154720,"gmtCreate":1770016015215,"gmtModify":1770016017447,"author":{"id":"4204782248635750","authorId":"4204782248635750","name":"揭谛投资","avatar":"https://static.tigerbbs.com/c3078ab05da66865cb63ca4f83aedf28","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4204782248635750","authorIdStr":"4204782248635750"},"themes":[],"title":"","htmlText":"这是一个很值得深思的问题。","listText":"这是一个很值得深思的问题。","text":"这是一个很值得深思的问题。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528363730154720","isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528296349586888,"gmtCreate":1769999531783,"gmtModify":1769999535591,"author":{"id":"4204782248635750","authorId":"4204782248635750","name":"揭谛投资","avatar":"https://static.tigerbbs.com/c3078ab05da66865cb63ca4f83aedf28","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4204782248635750","authorIdStr":"4204782248635750"},"themes":[],"title":"","htmlText":"重仓猛干 浮盈加仓 频繁交易 技术分析","listText":"重仓猛干 浮盈加仓 频繁交易 技术分析","text":"重仓猛干 浮盈加仓 频繁交易 技术分析","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528296349586888","isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527304416875784,"gmtCreate":1769744569157,"gmtModify":1769744571428,"author":{"id":"4204782248635750","authorId":"4204782248635750","name":"揭谛投资","avatar":"https://static.tigerbbs.com/c3078ab05da66865cb63ca4f83aedf28","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4204782248635750","authorIdStr":"4204782248635750"},"themes":[],"title":"","htmlText":"[强]&nbsp; [强]&nbsp; [强]&nbsp; [强]&nbsp; [强]&nbsp; [强]&nbsp; [强]&nbsp;&nbsp;","listText":"[强]&nbsp; [强]&nbsp; [强]&nbsp; [强]&nbsp; [强]&nbsp; [强]&nbsp; [强]&nbsp;&nbsp;","text":"[强] [强] [强] [强] [强] [强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527304416875784","repostId":"2607057612","repostType":2,"repost":{"id":"2607057612","kind":"news","pubTimestamp":1769728020,"share":"https://www.laohu8.com/m/news/2607057612?lang=zh_CN&edition=full","pubTime":"2026-01-30 07:07","market":"us","language":"zh","title":"美国政府据悉考虑指定Robinhood为“特朗普账户”托管方","url":"https://stock-news.laohu8.com/highlight/detail?id=2607057612","media":"环球市场播报","summary":"据知情人士透露，美国政府正在考虑选择金融科技公司$Robinhood$ Markets来协助管理其计划为数百万儿童开设的“特朗普账户”。据悉，Robinhood已开始内部准备工作，以防其被选为该项目的托管方。特朗普周三敦促美国企业向员工家庭账户供款。据悉，美国政府预计很快将公布受托人名单，美国财政部已考虑选择至多三家公司担任初始受托人。","content":"<html><head></head><body><p>据知情人士透露，美国政府正在考虑选择金融科技公司<a href=\"https://laohu8.com/S/HOOD\">Robinhood</a> Markets来协助管理其计划为数百万儿童开设的“特朗普账户”。</p><p>据悉，Robinhood已开始内部准备工作，以防其被选为该项目的托管方。同时，该报道还指出，包括富达投资和先锋集团在内的部分券商迄今尚未被列入首批候选名单，也没有被征询意见。</p><p>美国总统唐纳德·特朗普周三推出了政府支持的新生儿投资账户，美国财政部表示，将为2025年至2028年间出生的所有儿童存入1000美元，预计约有2500万个家庭符合资格。</p><p>特朗普周三敦促美国企业向员工家庭账户供款。特朗普政府预计，如果没有额外的供款，这些账户到新生儿年满18岁时累计金额将达到5800美元。</p><p>据悉，美国政府预计很快将公布受托人名单，美国财政部已考虑选择至多三家公司担任初始受托人。</p><p></p><p></p></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>美国政府据悉考虑指定Robinhood为“特朗普账户”托管方</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国政府据悉考虑指定Robinhood为“特朗普账户”托管方\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-30 07:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-01-30/doc-inhiztiq0307992.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据知情人士透露，美国政府正在考虑选择金融科技公司Robinhood Markets来协助管理其计划为数百万儿童开设的“特朗普账户”。据悉，Robinhood已开始内部准备工作，以防其被选为该项目的托管方。同时，该报道还指出，包括富达投资和先锋集团在内的部分券商迄今尚未被列入首批候选名单，也没有被征询意见。美国总统唐纳德·特朗普周三推出了政府支持的新生儿投资账户，美国财政部表示，将为2025年至...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-01-30/doc-inhiztiq0307992.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/df20de630979f3861f54df6edf375262","relate_stocks":{"HOOD":"Robinhood"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-01-30/doc-inhiztiq0307992.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2607057612","content_text":"据知情人士透露，美国政府正在考虑选择金融科技公司Robinhood Markets来协助管理其计划为数百万儿童开设的“特朗普账户”。据悉，Robinhood已开始内部准备工作，以防其被选为该项目的托管方。同时，该报道还指出，包括富达投资和先锋集团在内的部分券商迄今尚未被列入首批候选名单，也没有被征询意见。美国总统唐纳德·特朗普周三推出了政府支持的新生儿投资账户，美国财政部表示，将为2025年至2028年间出生的所有儿童存入1000美元，预计约有2500万个家庭符合资格。特朗普周三敦促美国企业向员工家庭账户供款。特朗普政府预计，如果没有额外的供款，这些账户到新生儿年满18岁时累计金额将达到5800美元。据悉，美国政府预计很快将公布受托人名单，美国财政部已考虑选择至多三家公司担任初始受托人。","news_type":1,"symbols_score_info":{"HOOD":1.95}},"isVote":1,"tweetType":1,"viewCount":1158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":527298664968256,"gmtCreate":1769743239474,"gmtModify":1769743241847,"author":{"id":"4204782248635750","authorId":"4204782248635750","name":"揭谛投资","avatar":"https://static.tigerbbs.com/c3078ab05da66865cb63ca4f83aedf28","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4204782248635750","authorIdStr":"4204782248635750"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/IONQ\">$IONQ Inc.(IONQ)$&nbsp;</a> 老北京最地道的量子计算，你骂时候是津门第一！","listText":"<a href=\"https://laohu8.com/S/IONQ\">$IONQ Inc.(IONQ)$&nbsp;</a> 老北京最地道的量子计算，你骂时候是津门第一！","text":"$IONQ Inc.(IONQ)$ 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选股对于投资者至关重要，更新一篇2026版常年期权交易标的，祝虎友们新年快乐，一起成长，一起赚钱！ 注：以下均是sell put常年交易标的，未必适用正股或者其他期权策略。 我的投资策略是：好公司 + 好价格。但好公司和好价格常常是冲突的，需要通过sell put期权策略赚一些时间价值，度过漫长的好价格等待时间。 一、US 1、QQQ 从历史来看，纳斯达克指数不断新高，但时不时会腰斩。符合sell put策略，缺点就是iv低了一些，适合暴跌时下单sp。 没选spy，是因为愿意承受qqq相比spy更大的回撤，换来的好处是：qqq iv比spy高一些，sp收益更高。 2、苹果 AAPL 全球征苹果税，只要身边人没有大规模的从苹果迁移安卓，苹果xx卖的好点差点影响不大。 未来：手机依然是AI最佳落地场景，期待AI手机。 行权价：选择三年forward pe 低于均值一个标准差的位置。也就是买的便宜是王道。 3、台积电 TSM 接盘台积电比接盘nvda更安心，地位更垄断。 4、 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 收入结构依赖几个大厂预算，不如苹果等令人安心，所以仓位会轻一些。 5、 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/U/4197425891462882\">马斯克</a>还是太牛了，引领人类未来。推荐《<a href=\"https://laohu8.com/U/4197425891462882\">马斯克</a>传》，《冲向火星》。 这是我唯一例外，可以接受sell put行权价 forward pe超过30-40的","listText":"2025年股市荡气回肠，波澜壮阔：4月全球关税战，金银暴涨，中国资产崛起等。 选股对于投资者至关重要，更新一篇2026版常年期权交易标的，祝虎友们新年快乐，一起成长，一起赚钱！ 注：以下均是sell put常年交易标的，未必适用正股或者其他期权策略。 我的投资策略是：好公司 + 好价格。但好公司和好价格常常是冲突的，需要通过sell put期权策略赚一些时间价值，度过漫长的好价格等待时间。 一、US 1、QQQ 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未来：手机依然是AI最佳落地场景，期待AI手机。 行权价：选择三年forward pe 低于均值一个标准差的位置。也就是买的便宜是王道。 3、台积电 TSM 接盘台积电比接盘nvda更安心，地位更垄断。 4、 $英伟达(NVDA)$ 收入结构依赖几个大厂预算，不如苹果等令人安心，所以仓位会轻一些。 5、 $特斯拉(TSLA)$ 马斯克还是太牛了，引领人类未来。推荐《马斯克传》，《冲向火星》。 这是我唯一例外，可以接受sell put行权价 forward pe超过30-40的","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523633544462800","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523874185830912,"gmtCreate":1768925567676,"gmtModify":1768925585724,"author":{"id":"4204782248635750","authorId":"4204782248635750","name":"揭谛投资","avatar":"https://static.tigerbbs.com/c3078ab05da66865cb63ca4f83aedf28","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4204782248635750","authorIdStr":"4204782248635750"},"themes":[],"title":"","htmlText":"来吧！虎币商场的东西基本集齐了，赶快上新！","listText":"来吧！虎币商场的东西基本集齐了，赶快上新！","text":"来吧！虎币商场的东西基本集齐了，赶快上新！","images":[{"img":"https://static.tigerbbs.com/d58892e8734176f4097d407ad46c2647"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523874185830912","repostId":"523311080579184","repostType":1,"repost":{"id":523311080579184,"gmtCreate":1768794955754,"gmtModify":1768963106846,"author":{"id":"3527667644774821","authorId":"3527667644774821","name":"虎币福利小助手","avatar":"https://static.tigerbbs.com/200231ce38539c7323ceccc362fa4fa5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667644774821","authorIdStr":"3527667644774821"},"themes":[],"title":"新年限定！晒图就得新年老虎专属壁纸～","htmlText":"✨ 新年新计划 · 遇见崭新的自己 ✨2026年，不知不觉已过去几周——今年，你希望用什么样的状态开始？🧠因为心态，往往奠定了我们一整年的能量基调与前行方向。真正的清醒，从来不是马不停蹄地盲目奔跑，而是先静心看清何为重要，再全力以赴向前驰骋。「梦想版 」 百万里程碑，让每一个投资者的财富梦想看得见、可触及。让信念拥有形状，让目标浮现轮廓，让时间化为脚步。从当下开始，培养一种“百万富翁的心态”——方向清晰，信念笃定，认真对待未来的每一刻，在踏实中持续积累。放在桌上，这座里程碑就像一个安静的陪伴：提醒你方向、自律、向前。🧭路清晰了，梦想才会更近。🎁 新年限定活动来看看我们为你准备的壁纸礼盒 🔻全新上线：马年贺岁 · 百万梦想 · 财神老虎每一张，都是对你新一年呼应——▌马年贺岁“虎”壁纸 —— “马”上有钱，马ney 滚滚来▌百万梦想“虎”壁纸 —— 让梦想有形，进度可见▌财神“虎”壁纸 —— 财神赐福，虎佑前程，财富福气双随身 马年贺岁“虎”壁纸百万梦想“虎”壁纸财神“虎”壁纸另外，我们还设计了一款“隐藏款”壁纸，等待幸运的你来解锁🔓！凡在评论区晒「梦想版」里程碑、尊享版里程碑、元宝（3者选其一），即可免费获赠3款老虎新年限定主题壁纸一份小心意，送给正在行动的您。🌟📅 活动时间：2026年1月19日 – 2月9日「梦想版」里程碑表面镌刻着鎏金字样：“$1,000,000 &amp; BEYOND”，献给每一位相信时间、愿意持续成长的你。🪙它象征的不是终点，而是出发的勇气。每一段伟大的旅程，都始于一个坚定的决定。💡「尊享版」里程碑老虎为在2025年创造“真金白银”的用户设计的专属荣耀周边。这座尊享版百万美金里程碑，见证了2025年度收益突破1,000,000美金。🏆老虎元宝盈利的高光时刻，应该被铭记！每一枚元","listText":"✨ 新年新计划 · 遇见崭新的自己 ✨2026年，不知不觉已过去几周——今年，你希望用什么样的状态开始？🧠因为心态，往往奠定了我们一整年的能量基调与前行方向。真正的清醒，从来不是马不停蹄地盲目奔跑，而是先静心看清何为重要，再全力以赴向前驰骋。「梦想版 」 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11:03","market":"us","language":"zh","title":"高盛：2026是中国互联网巨头的转折年，拼多多为重点推荐个股","url":"https://stock-news.laohu8.com/highlight/detail?id=2604689901","media":"老虎资讯综合","summary":"部分大型及中小盘股有望创造超额收益。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/GS\">高盛</a>发报告指，认为2026年是中国互联网巨头的关键战略转折年，因AI面向消费者（To-C）领域投资将逐步加大，围绕打造AI超级入口的竞争会愈发激烈，同时各大巨头也将更加协调一致地捍卫各自的核心头部地位。</p><p>高盛预计，2026年部分大型及中小盘股有望创造超额收益，并推荐每股盈利兑现/增长、AI及全球化带来的叙事转变，以及股东回报这三大投资主题。</p><p>该行同时更新季度子板块偏好排名，将云计算与数据中心、游戏与娱乐及AI模型列为前三。巨头股中，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>因其估值折让、强大的性价比且Temu增长强劲，成为其重点推荐的巨头个股。</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>高盛：2026是中国互联网巨头的转折年，拼多多为重点推荐个股</title>\n<style 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href=\"https://laohu8.com/S/GS\">高盛</a>发报告指，认为2026年是中国互联网巨头的关键战略转折年，因AI面向消费者（To-C）领域投资将逐步加大，围绕打造AI超级入口的竞争会愈发激烈，同时各大巨头也将更加协调一致地捍卫各自的核心头部地位。</p><p>高盛预计，2026年部分大型及中小盘股有望创造超额收益，并推荐每股盈利兑现/增长、AI及全球化带来的叙事转变，以及股东回报这三大投资主题。</p><p>该行同时更新季度子板块偏好排名，将云计算与数据中心、游戏与娱乐及AI模型列为前三。巨头股中，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>因其估值折让、强大的性价比且Temu增长强劲，成为其重点推荐的巨头个股。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a2db5797ca32628002f32e69d5dea58b","relate_stocks":{"PDD":"拼多多"},"source_url":"https://www.infocastfn.com//fn/ajax/news/newsDetail?newsId=4827723","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2604689901","content_text":"高盛发报告指，认为2026年是中国互联网巨头的关键战略转折年，因AI面向消费者（To-C）领域投资将逐步加大，围绕打造AI超级入口的竞争会愈发激烈，同时各大巨头也将更加协调一致地捍卫各自的核心头部地位。高盛预计，2026年部分大型及中小盘股有望创造超额收益，并推荐每股盈利兑现/增长、AI及全球化带来的叙事转变，以及股东回报这三大投资主题。该行同时更新季度子板块偏好排名，将云计算与数据中心、游戏与娱乐及AI模型列为前三。巨头股中，拼多多因其估值折让、强大的性价比且Temu增长强劲，成为其重点推荐的巨头个股。","news_type":1,"symbols_score_info":{"PDD":1.95}},"isVote":1,"tweetType":1,"viewCount":1303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":471848081421128,"gmtCreate":1756228847897,"gmtModify":1756229543621,"author":{"id":"4204782248635750","authorId":"4204782248635750","name":"揭谛投资","avatar":"https://static.tigerbbs.com/c3078ab05da66865cb63ca4f83aedf28","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4204782248635750","idStr":"4204782248635750"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>的牌面，一半是火焰，一半是海水。 新车型规划铺得够开：2026年L60、L80改款、ES9齐发，看似弹药充足。但别忘了，2019年特斯拉Model 3国产前，多少新势力靠PPT车型圈粉，最终却栽在订单转化率上。蔚来的用户粘性是优势，但当竞品把价格下探到20万区间，当消费者对着满屏的“智能驾驶”参数犯迷糊时，那些展厅里的驻足，能不能变成真金白银的订单，仍是未知数。 汽车行业的厮杀，早已进入白刃战。比亚迪靠DM-i混动横扫千军，理想用“家庭场景”精准卡位，就连BBA都放下身段玩起降价。蔚来的高端定位像把双刃剑，既圈住了愿意为服务买单的用户，也把下沉市场的大门关了一半。去年某新势力为冲量突然降价，直接引发老车主维权，这血淋淋的例子摆在眼前——在存量竞争时代，“价格锚点”一旦松动，伤害的可能不只是销量，更是好不容易建立的品牌信任。 盈利这道坎，更是悬在头顶的达摩克利斯之剑。大摩预测2028年盈亏平衡，可这五年里变数太多。电池成本占整车近三成，原材料价格稍有波动就可能击穿利润防线；换电站建设烧钱如流水，截至今年，蔚来已建成超2000座换电站，但每座站的运营成本、土地租金都是不小的负担。更关键的是销量，若年销始终卡在10万辆级别，分摊到每辆车的研发和固定成本就降不下来，盈利目标只会越来越远。 当然，蔚来并非没有胜算。换电模式的先发优势、用户社区的凝聚力、持续迭代的智能座舱，都是它的护城河。但商场如战场，优势不会永远是优势——当对手也开始布局换电，当“用户运营”被全行业效仿，蔚来能不能守住自己的一亩三分地，还要看能否把“差异化”真正转化为“不可替代性”。 说到底，造车不是请客吃饭，每一步都得踩在实地上。蔚来的野心值得期待，但资本市场只认结果。是在2026年的新车潮中一飞冲天，还是在","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>的牌面，一半是火焰，一半是海水。 新车型规划铺得够开：2026年L60、L80改款、ES9齐发，看似弹药充足。但别忘了，2019年特斯拉Model 3国产前，多少新势力靠PPT车型圈粉，最终却栽在订单转化率上。蔚来的用户粘性是优势，但当竞品把价格下探到20万区间，当消费者对着满屏的“智能驾驶”参数犯迷糊时，那些展厅里的驻足，能不能变成真金白银的订单，仍是未知数。 汽车行业的厮杀，早已进入白刃战。比亚迪靠DM-i混动横扫千军，理想用“家庭场景”精准卡位，就连BBA都放下身段玩起降价。蔚来的高端定位像把双刃剑，既圈住了愿意为服务买单的用户，也把下沉市场的大门关了一半。去年某新势力为冲量突然降价，直接引发老车主维权，这血淋淋的例子摆在眼前——在存量竞争时代，“价格锚点”一旦松动，伤害的可能不只是销量，更是好不容易建立的品牌信任。 盈利这道坎，更是悬在头顶的达摩克利斯之剑。大摩预测2028年盈亏平衡，可这五年里变数太多。电池成本占整车近三成，原材料价格稍有波动就可能击穿利润防线；换电站建设烧钱如流水，截至今年，蔚来已建成超2000座换电站，但每座站的运营成本、土地租金都是不小的负担。更关键的是销量，若年销始终卡在10万辆级别，分摊到每辆车的研发和固定成本就降不下来，盈利目标只会越来越远。 当然，蔚来并非没有胜算。换电模式的先发优势、用户社区的凝聚力、持续迭代的智能座舱，都是它的护城河。但商场如战场，优势不会永远是优势——当对手也开始布局换电，当“用户运营”被全行业效仿，蔚来能不能守住自己的一亩三分地，还要看能否把“差异化”真正转化为“不可替代性”。 说到底，造车不是请客吃饭，每一步都得踩在实地上。蔚来的野心值得期待，但资本市场只认结果。是在2026年的新车潮中一飞冲天，还是在","text":"$蔚来(NIO)$ 的牌面，一半是火焰，一半是海水。 新车型规划铺得够开：2026年L60、L80改款、ES9齐发，看似弹药充足。但别忘了，2019年特斯拉Model 3国产前，多少新势力靠PPT车型圈粉，最终却栽在订单转化率上。蔚来的用户粘性是优势，但当竞品把价格下探到20万区间，当消费者对着满屏的“智能驾驶”参数犯迷糊时，那些展厅里的驻足，能不能变成真金白银的订单，仍是未知数。 汽车行业的厮杀，早已进入白刃战。比亚迪靠DM-i混动横扫千军，理想用“家庭场景”精准卡位，就连BBA都放下身段玩起降价。蔚来的高端定位像把双刃剑，既圈住了愿意为服务买单的用户，也把下沉市场的大门关了一半。去年某新势力为冲量突然降价，直接引发老车主维权，这血淋淋的例子摆在眼前——在存量竞争时代，“价格锚点”一旦松动，伤害的可能不只是销量，更是好不容易建立的品牌信任。 盈利这道坎，更是悬在头顶的达摩克利斯之剑。大摩预测2028年盈亏平衡，可这五年里变数太多。电池成本占整车近三成，原材料价格稍有波动就可能击穿利润防线；换电站建设烧钱如流水，截至今年，蔚来已建成超2000座换电站，但每座站的运营成本、土地租金都是不小的负担。更关键的是销量，若年销始终卡在10万辆级别，分摊到每辆车的研发和固定成本就降不下来，盈利目标只会越来越远。 当然，蔚来并非没有胜算。换电模式的先发优势、用户社区的凝聚力、持续迭代的智能座舱，都是它的护城河。但商场如战场，优势不会永远是优势——当对手也开始布局换电，当“用户运营”被全行业效仿，蔚来能不能守住自己的一亩三分地，还要看能否把“差异化”真正转化为“不可替代性”。 说到底，造车不是请客吃饭，每一步都得踩在实地上。蔚来的野心值得期待，但资本市场只认结果。是在2026年的新车潮中一飞冲天，还是在","images":[{"img":"https://static.tigerbbs.com/505744d997a32ee389a9d7218c25c538","width":"864","height":"1396"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/471848081421128","isVote":2,"tweetType":1,"viewCount":18309,"authorTweetTopStatus":1,"verified":2,"vote":{"id":5393,"gmtBegin":1756228847895,"gmtEnd":1762103753000,"type":1,"upper":1,"title":"怎么看？","choices":[{"id":18293,"sort":1,"name":"看多","userSize":71,"voted":false},{"id":18294,"sort":2,"name":"看空","userSize":18,"voted":false},{"id":18295,"sort":3,"name":"不看","userSize":4,"voted":false}]},"comments":[{"author":{"id":"3545780072402256","authorId":"3545780072402256","name":"soupsun","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3545780072402256","idStr":"3545780072402256"},"content":"杞人忧天 不得罪老车主就得死！就和莲花汽车一样，什么品牌信任？都什么年代了，你谈恋都要劈腿结婚都要出轨的年代还谈什么信任和忠诚？没有哪家的基本盘是一直不变的，蔚来之所以现在看多只有一点，因为他在推出优秀的产品，让人心动吸引人的产品，这里面不仅仅是价格的问题！但只有优秀的产品才能吸引新的增量客户，这是唯一的理由！","text":"杞人忧天 不得罪老车主就得死！就和莲花汽车一样，什么品牌信任？都什么年代了，你谈恋都要劈腿结婚都要出轨的年代还谈什么信任和忠诚？没有哪家的基本盘是一直不变的，蔚来之所以现在看多只有一点，因为他在推出优秀的产品，让人心动吸引人的产品，这里面不仅仅是价格的问题！但只有优秀的产品才能吸引新的增量客户，这是唯一的理由！","html":"杞人忧天 不得罪老车主就得死！就和莲花汽车一样，什么品牌信任？都什么年代了，你谈恋都要劈腿结婚都要出轨的年代还谈什么信任和忠诚？没有哪家的基本盘是一直不变的，蔚来之所以现在看多只有一点，因为他在推出优秀的产品，让人心动吸引人的产品，这里面不仅仅是价格的问题！但只有优秀的产品才能吸引新的增量客户，这是唯一的理由！"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":508986635494312,"gmtCreate":1765295743707,"gmtModify":1765295746488,"author":{"id":"4204782248635750","authorId":"4204782248635750","name":"揭谛投资","avatar":"https://static.tigerbbs.com/c3078ab05da66865cb63ca4f83aedf28","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4204782248635750","idStr":"4204782248635750"},"themes":[],"title":"","htmlText":"只能说是早晚的事。但是中间肯定会有很大波折。","listText":"只能说是早晚的事。但是中间肯定会有很大波折。","text":"只能说是早晚的事。但是中间肯定会有很大波折。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508986635494312","isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553565482526880,"gmtCreate":1776182462753,"gmtModify":1776182465121,"author":{"id":"4204782248635750","authorId":"4204782248635750","name":"揭谛投资","avatar":"https://static.tigerbbs.com/c3078ab05da66865cb63ca4f83aedf28","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4204782248635750","idStr":"4204782248635750"},"themes":[],"title":"","htmlText":"太空板块，可以期待。","listText":"太空板块，可以期待。","text":"太空板块，可以期待。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553565482526880","isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467255705276696,"gmtCreate":1755093058690,"gmtModify":1755093059750,"author":{"id":"4204782248635750","authorId":"4204782248635750","name":"揭谛投资","avatar":"https://static.tigerbbs.com/c3078ab05da66865cb63ca4f83aedf28","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4204782248635750","idStr":"4204782248635750"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BTBT\">$Bit Digital, Inc.(BTBT)$&nbsp;</a> 周五大概率要到3以下，2.9到3。","listText":"<a href=\"https://laohu8.com/S/BTBT\">$Bit Digital, Inc.(BTBT)$&nbsp;</a> 周五大概率要到3以下，2.9到3。","text":"$Bit Digital, Inc.(BTBT)$ 周五大概率要到3以下，2.9到3。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/467255705276696","isVote":1,"tweetType":1,"viewCount":1629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553075884675424,"gmtCreate":1776062858255,"gmtModify":1776062860531,"author":{"id":"4204782248635750","authorId":"4204782248635750","name":"揭谛投资","avatar":"https://static.tigerbbs.com/c3078ab05da66865cb63ca4f83aedf28","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4204782248635750","idStr":"4204782248635750"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553075884675424","repostId":"551101234406232","repostType":1,"repost":{"id":551101234406232,"gmtCreate":1775568034005,"gmtModify":1775568050392,"author":{"id":"3528080040261893","authorId":"3528080040261893","name":"MooreCap","avatar":"https://static.tigerbbs.com/77129476f48a5eb5b5841dc31e1faa93","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3528080040261893","idStr":"3528080040261893"},"themes":[],"title":"英特尔加入Terafab项目，携手SpaceX、xAI与特斯拉推动AI算力革命","htmlText":"Intel 宣布正式加入“Terafab”项目，与SpaceX、xAI 以及 Tesla 展开合作，共同推进硅制造（silicon fab）技术的重构与升级。 Terafab项目致力于打造下一代超大规模算力基础设施，其目标是实现每年1太瓦（1 TW/year）的计算能力产出，以支撑未来人工智能与机器人领域的突破性发展。英特尔表示，公司在芯片设计、制造及先进封装方面的综合能力，将为该项目提供关键支撑，加速高性能计算芯片的规模化落地。 业内人士认为，此次合作标志着AI算力基础设施正从单一公司推进，迈向跨行业协同的新阶段。通过整合航天、汽车与人工智能领域的技术资源，Terafab项目有望显著提升算力供给效率，缓解当前AI发展中的算力瓶颈。 此外，英特尔还透露，Elon Musk 于上周末到访公司，并就相关合作进行了深入交流。双方在先进制造与AI算力未来方向上展现出高度共识。 随着AI大模型与机器人技术的快速演进，算力已成为核心基础设施。英特尔此次加入Terafab项目，被视为其强化先进制造与AI生态布局的重要一步，也进一步凸显全球科技巨头在算力领域的激烈竞争与合作趋势。 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;","listText":"Intel 宣布正式加入“Terafab”项目，与SpaceX、xAI 以及 Tesla 展开合作，共同推进硅制造（silicon fab）技术的重构与升级。 Terafab项目致力于打造下一代超大规模算力基础设施，其目标是实现每年1太瓦（1 TW/year）的计算能力产出，以支撑未来人工智能与机器人领域的突破性发展。英特尔表示，公司在芯片设计、制造及先进封装方面的综合能力，将为该项目提供关键支撑，加速高性能计算芯片的规模化落地。 业内人士认为，此次合作标志着AI算力基础设施正从单一公司推进，迈向跨行业协同的新阶段。通过整合航天、汽车与人工智能领域的技术资源，Terafab项目有望显著提升算力供给效率，缓解当前AI发展中的算力瓶颈。 此外，英特尔还透露，Elon Musk 于上周末到访公司，并就相关合作进行了深入交流。双方在先进制造与AI算力未来方向上展现出高度共识。 随着AI大模型与机器人技术的快速演进，算力已成为核心基础设施。英特尔此次加入Terafab项目，被视为其强化先进制造与AI生态布局的重要一步，也进一步凸显全球科技巨头在算力领域的激烈竞争与合作趋势。 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;","text":"Intel 宣布正式加入“Terafab”项目，与SpaceX、xAI 以及 Tesla 展开合作，共同推进硅制造（silicon fab）技术的重构与升级。 Terafab项目致力于打造下一代超大规模算力基础设施，其目标是实现每年1太瓦（1 TW/year）的计算能力产出，以支撑未来人工智能与机器人领域的突破性发展。英特尔表示，公司在芯片设计、制造及先进封装方面的综合能力，将为该项目提供关键支撑，加速高性能计算芯片的规模化落地。 业内人士认为，此次合作标志着AI算力基础设施正从单一公司推进，迈向跨行业协同的新阶段。通过整合航天、汽车与人工智能领域的技术资源，Terafab项目有望显著提升算力供给效率，缓解当前AI发展中的算力瓶颈。 此外，英特尔还透露，Elon Musk 于上周末到访公司，并就相关合作进行了深入交流。双方在先进制造与AI算力未来方向上展现出高度共识。 随着AI大模型与机器人技术的快速演进，算力已成为核心基础设施。英特尔此次加入Terafab项目，被视为其强化先进制造与AI生态布局的重要一步，也进一步凸显全球科技巨头在算力领域的激烈竞争与合作趋势。 $英特尔(INTC)$ $特斯拉(TSLA)$ $英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/0a7ae13cfdd8aefeebd3466168062939","width":"798","height":"1200"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551101234406232","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487280280236368,"gmtCreate":1759993613353,"gmtModify":1759993910540,"author":{"id":"4204782248635750","authorId":"4204782248635750","name":"揭谛投资","avatar":"https://static.tigerbbs.com/c3078ab05da66865cb63ca4f83aedf28","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4204782248635750","idStr":"4204782248635750"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$&nbsp;</a><v-v 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下雨天打不到车的问题是早晚要解决的痛点。私家车逢恶劣天气不出活，自动驾驶解决这个问题。","images":[{"img":"https://static.tigerbbs.com/63da0db3483e8563f46242231ddfa93a","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/487280280236368","isVote":1,"tweetType":1,"viewCount":8802,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"37002306153600","authorId":"37002306153600","name":"小虎访谈","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"37002306153600","idStr":"37002306153600"},"content":"哈哈哈哈现在的北京很适合","text":"哈哈哈哈现在的北京很适合","html":"哈哈哈哈现在的北京很适合"},{"author":{"id":"9000000000000222","authorId":"9000000000000222","name":"得失缘","avatar":"https://static.tigerbbs.com/350e6f270c729270f949e2f6e0082308","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000222","idStr":"9000000000000222"},"content":"这个点子确实很有前途，期待技术成熟","text":"这个点子确实很有前途，期待技术成熟","html":"这个点子确实很有前途，期待技术成熟"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":509405129261464,"gmtCreate":1765353634716,"gmtModify":1765354067900,"author":{"id":"4204782248635750","authorId":"4204782248635750","name":"揭谛投资","avatar":"https://static.tigerbbs.com/c3078ab05da66865cb63ca4f83aedf28","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4204782248635750","idStr":"4204782248635750"},"themes":[],"title":"特斯拉 2025：电动车霸主的 AI 新征程","htmlText":"作者： 揭谛菩提 发布时间： 2025-12-10 摘要 特斯拉(TSLA)作为全球电动汽车和清洁能源的引领者，在 2025 年展现出强劲的发展势头。本文从财务表现、技术创新、市场地位和未来前景四个维度，深入分析特斯拉的投资价值与成长潜力。 从数据看特斯拉的强劲表现 2025 年，特斯拉股价表现令人瞩目。根据最新一年的交易数据分析，特斯拉展现出稳健的增长态势和强大的市场吸引力。 从过去 250 个交易日的表现来看： 平均股价 354.84 美元，显示出稳定的价格中枢 股价区间 214.25-488.54 美元，年内最高涨幅超过 128% 平均日收益率 0.13%，年化收益率约 32.5% 年化波动率 65.28%，体现了成长股的活跃特征 日均成交量近 1 亿股，显示出极高的市场活跃度 这些数据表明，特斯拉不仅保持了高速增长，更重要的是获得了投资者的持续青睐。相比传统汽车股票，特斯拉的估值溢价反映了市场对其未来发展的强烈信心。 电动汽车霸主地位进一步巩固 销量持续领跑全球 特斯拉在全球电动汽车市场的领导地位进一步巩固。2025 年前三季度，特斯拉全球交付量超过 140 万辆，同比增长约 20%。这一成绩在全球汽车行业整体疲软的背景下显得尤为亮眼。 产品矩阵不断丰富： Model Y：全球最受欢迎的电动 SUV，占据特斯拉总销量的 60%以上 Model 3：入门级轿车市场的绝对王者，性价比优势明显 Model S/X：高端市场的标杆产品，利润贡献率最高 Cybertruck：革命性的电动皮卡，预订量已超过 200 万辆 制造效率全球领先 特斯拉的\"第一性原理\"制造理念在 2025 年得到了进一步验证。通过持续的工艺优化和自动化改进，特斯拉单车制造成本较 2024 年下降了 8%，毛利率稳定在 20%以上的行业领先水平。 全球产能布局： 美国弗里蒙特工厂：年产能 60 万辆 中","listText":"作者： 揭谛菩提 发布时间： 2025-12-10 摘要 特斯拉(TSLA)作为全球电动汽车和清洁能源的引领者，在 2025 年展现出强劲的发展势头。本文从财务表现、技术创新、市场地位和未来前景四个维度，深入分析特斯拉的投资价值与成长潜力。 从数据看特斯拉的强劲表现 2025 年，特斯拉股价表现令人瞩目。根据最新一年的交易数据分析，特斯拉展现出稳健的增长态势和强大的市场吸引力。 从过去 250 个交易日的表现来看： 平均股价 354.84 美元，显示出稳定的价格中枢 股价区间 214.25-488.54 美元，年内最高涨幅超过 128% 平均日收益率 0.13%，年化收益率约 32.5% 年化波动率 65.28%，体现了成长股的活跃特征 日均成交量近 1 亿股，显示出极高的市场活跃度 这些数据表明，特斯拉不仅保持了高速增长，更重要的是获得了投资者的持续青睐。相比传统汽车股票，特斯拉的估值溢价反映了市场对其未来发展的强烈信心。 电动汽车霸主地位进一步巩固 销量持续领跑全球 特斯拉在全球电动汽车市场的领导地位进一步巩固。2025 年前三季度，特斯拉全球交付量超过 140 万辆，同比增长约 20%。这一成绩在全球汽车行业整体疲软的背景下显得尤为亮眼。 产品矩阵不断丰富： Model Y：全球最受欢迎的电动 SUV，占据特斯拉总销量的 60%以上 Model 3：入门级轿车市场的绝对王者，性价比优势明显 Model S/X：高端市场的标杆产品，利润贡献率最高 Cybertruck：革命性的电动皮卡，预订量已超过 200 万辆 制造效率全球领先 特斯拉的\"第一性原理\"制造理念在 2025 年得到了进一步验证。通过持续的工艺优化和自动化改进，特斯拉单车制造成本较 2024 年下降了 8%，毛利率稳定在 20%以上的行业领先水平。 全球产能布局： 美国弗里蒙特工厂：年产能 60 万辆 中","text":"作者： 揭谛菩提 发布时间： 2025-12-10 摘要 特斯拉(TSLA)作为全球电动汽车和清洁能源的引领者，在 2025 年展现出强劲的发展势头。本文从财务表现、技术创新、市场地位和未来前景四个维度，深入分析特斯拉的投资价值与成长潜力。 从数据看特斯拉的强劲表现 2025 年，特斯拉股价表现令人瞩目。根据最新一年的交易数据分析，特斯拉展现出稳健的增长态势和强大的市场吸引力。 从过去 250 个交易日的表现来看： 平均股价 354.84 美元，显示出稳定的价格中枢 股价区间 214.25-488.54 美元，年内最高涨幅超过 128% 平均日收益率 0.13%，年化收益率约 32.5% 年化波动率 65.28%，体现了成长股的活跃特征 日均成交量近 1 亿股，显示出极高的市场活跃度 这些数据表明，特斯拉不仅保持了高速增长，更重要的是获得了投资者的持续青睐。相比传统汽车股票，特斯拉的估值溢价反映了市场对其未来发展的强烈信心。 电动汽车霸主地位进一步巩固 销量持续领跑全球 特斯拉在全球电动汽车市场的领导地位进一步巩固。2025 年前三季度，特斯拉全球交付量超过 140 万辆，同比增长约 20%。这一成绩在全球汽车行业整体疲软的背景下显得尤为亮眼。 产品矩阵不断丰富： Model Y：全球最受欢迎的电动 SUV，占据特斯拉总销量的 60%以上 Model 3：入门级轿车市场的绝对王者，性价比优势明显 Model S/X：高端市场的标杆产品，利润贡献率最高 Cybertruck：革命性的电动皮卡，预订量已超过 200 万辆 制造效率全球领先 特斯拉的\"第一性原理\"制造理念在 2025 年得到了进一步验证。通过持续的工艺优化和自动化改进，特斯拉单车制造成本较 2024 年下降了 8%，毛利率稳定在 20%以上的行业领先水平。 全球产能布局： 美国弗里蒙特工厂：年产能 60 万辆 中","images":[{"img":"https://static.tigerbbs.com/cfa85c4a9df48fce55b812d610e2cfdd","width":"1350","height":"672"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/509405129261464","isVote":1,"tweetType":1,"viewCount":4588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":473897691070768,"gmtCreate":1756729331964,"gmtModify":1756731887585,"author":{"id":"4204782248635750","authorId":"4204782248635750","name":"揭谛投资","avatar":"https://static.tigerbbs.com/c3078ab05da66865cb63ca4f83aedf28","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4204782248635750","idStr":"4204782248635750"},"themes":[],"title":"寒武纪叫板英伟达：算力霸权和国产突围的终极赌局，我选择All in______","htmlText":"昨夜盯着 <a href=\"https://laohu8.com/S/688256\">$寒武纪(688256)$</a> 的MLUarch白皮书和 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> H100的Tensor 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