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16:06

跟其他股票一样，是可以考虑买入的。一种特殊的股票吧

11-24

在中国大陆也可以炒美股的吧？

11-21

$美国中期国债 2.250% 2025/11/15(US912828M565.BOND)$ 一年期国债的收益利率越高，票面的价格就越低吧？目前的票面价格只有现金价值的 97% ?

11-11

股票市场本质上就是个赌博，就是比是看多的人多还是看空的人多。看多的人多就涨，否则就跌

马斯克押对了特朗普，但散户最爱的还是英伟达

11-08

抛售自己手上的股票套现，然后一直berkersire股票在跌，是因为闻到了其他的啥味道吗？

再抛售千亿美元！巴菲特到底看到了什么？股神要失算？

11-08

国债的价格跟收益率是反比的吧？

11-07

会吗？不会火箭🚀上天的吧？关键是不要大起大落啊，希望出个stable-coin别上八万美元隔天又跌回五万美元呀，心脏受不了。

加密货币狂欢才刚开始！市场看好比特币月内冲上8万美元

11-07

股票其实就是个跷跷板，大家都买就上去了上涨📈，大家都抛售就跌下来。资金盘砸进去就涨，上下周期波动才有意思，抓周期才是本事。可是很难预测准啊，股神也不是100%的抓的准。所以股市本质上就是个赌博，跟开工厂生产汽车(投资)🚗还真的不同。

11-05

$特朗普媒体科技集团(DJT)$

11-05

这个是夜盘吗？

特朗普媒体科技集团夜盘跳水，此前一度涨超10%

11-05

夜盘是啥意思？新加坡的白天时间的盘吗？

特朗普媒体科技集团夜盘跳水，此前一度涨超10%

11-05

$ENDRA Life Sciences Inc(NDRA)$

11-05

$ENDRA Life Sciences Inc(NDRA)$

11-05

$ENDRA Life Sciences Inc(NDRA)$

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16:43","market":"us","language":"zh","title":"马斯克押对了特朗普，但散户最爱的还是英伟达","url":"https://stock-news.laohu8.com/highlight/detail?id=2482027422","media":"华尔街见闻","summary":"Vanda Research分析师表示，很难说散户在未来几个月内会更倾向于哪一只股票，如果英伟达11月的财报再度大幅超出预期，可能会使散户继续关注英伟达；而如果业绩只是符合预期，则可能使特斯拉重新成为散户购买最多的股票。","content":"<p>当上特朗普的榜一大哥后，马斯克的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>能重新成为散户最爱的股票吗？这可能取决于<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>。</p><p><strong>近期，特斯拉的散户交易量有所反弹，选举之夜成为交易最多的股票之一，但是，英伟达仍然是散户购买最多的股票，未来这种情况是否会持续，不仅取决于特斯拉的表现，也取决于英伟达的表现。</strong>Vanda Research的分析师表示：</p><blockquote><p>“很难说散户在未来几个月内会更倾向于哪一只股票，英伟达11月21日将要发布的财报可能会让散户优先关注它，<strong>如果财报再度大幅超出预期，可能会使个人投资者继续关注英伟达；而如果业绩符合市场预期，则可能成为英伟达的‘卖出消息’，从而使特斯拉重新成为散户购买最多的股票。</strong>”</p></blockquote><p>特斯拉曾是散户的最爱——2020年，散户疯狂涌向特斯拉，公司股价在那一年涨超740%。随后几年里，散户对特斯拉的热情与日俱增，2022年，特斯拉超过<a href=\"https://laohu8.com/S/AAPL\">苹果</a>成为了最受散户喜爱的股票。然而，到了2024年，散户的热情逐渐消退了，英伟达超越特斯拉成为散户交易量最多的股票。</p><p><strong>而这可能又将迎来改变——特朗普获胜后，特斯拉股价飙升，在大选后一日上涨了14.8%，现报321.22美元/股。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d4c30c48cef8f1a9073fb85c5a60d72\" tg-width=\"865\" tg-height=\"523\"></p><h2 id=\"id_215410622\">特朗普胜选，特斯拉是最大赢家？</h2><p><strong>目前，市场的目光聚焦于特朗普上任是否对特斯拉有利。</strong></p><p>CFRA Research副总裁兼高级股权分析师Garrett Nelson在一份报告中写道：</p><blockquote><p>“在我们看来，特斯拉和马斯克可能是此次选举结果的最大赢家，我们认为特朗普的胜利将有助于加速特斯拉自动驾驶技术的监管批准。根据众议院选举的结果，我们认为现有的电动车税收优惠可能面临来自税法变更的风险，这将进一步扩大特斯拉的竞争优势，因为我们认为特斯拉是唯一一家盈利的电动车制造商。</p><p>基于这些原因，我们认为特斯拉的股票值得更高的市盈率，但我们也承认短期内存在挑战。”</p></blockquote><p>此前分析师Wedbush Securities也表示，表面上看，特朗普执政对特斯拉来说似乎不是好消息，因为特朗普可能取消电动车激励措施，但实际上，这反而有利于特斯拉，因为特斯拉的竞争对手更依赖这些激励政策。</p><h2 id=\"id_3021184557\">击败苹果和特斯拉，英伟达成为散户投资组合中的最大持仓</h2><p>上半年，《市场观察》报道，<strong>英伟达已经成为散户投资者组合中的最大持仓。</strong></p><p>投资研究公司Vanda Research收集了散户投资组合中最广泛持有的15只股票和ETF的数据，并按权重进行排序，英伟达以9.3%的权重位居榜首，超过了其他热门股票，如苹果、<a href=\"https://laohu8.com/S/CSPX.UK\">标普500 ETF</a>、特斯拉、纳斯达克100 ETF、Meta等。而一年前，英伟达在平均散户投资组合中的权重只有4.2%。</p><p>Vanda Research还披露，过去一年散户净买入英伟达股票的金额高达137.87亿美元。</p><p>分析认为，<strong>英伟达广受欢迎的原因主要是其股价的迅速上涨，财报屡屡大超预期，且散户偏爱科技股</strong>——过去一年，英伟达的股价上涨了203%，第二季度，英伟达营收300亿美元，环比增长15%，同比增长122%，远高于280亿的预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93099e6889a0eeb0a4b65d44cd5b8697\" tg-width=\"1024\" tg-height=\"628\"></p><p></p>","source":"wallstreetcn_hot_news","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>马斯克押对了特朗普，但散户最爱的还是英伟达</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克押对了特朗普，但散户最爱的还是英伟达\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-11 16:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3733616><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当上特朗普的榜一大哥后，马斯克的特斯拉能重新成为散户最爱的股票吗？这可能取决于英伟达。近期，特斯拉的散户交易量有所反弹，选举之夜成为交易最多的股票之一，但是，英伟达仍然是散户购买最多的股票，未来这种情况是否会持续，不仅取决于特斯拉的表现，也取决于英伟达的表现。Vanda Research的分析师表示：“很难说散户在未来几个月内会更倾向于哪一只股票，英伟达11月21日将要发布的财报可能会让散户优先...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3733616\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://wpimg-wscn.awtmt.com/1f281c45-a947-4f34-8eee-bca4563dfc34.png","relate_stocks":{"IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","BK4554":"元宇宙及AR概念","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4534":"瑞士信贷持仓","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","3NVD.UK":"LS 3X NVIDIA","BK4555":"新能源车","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","SG9999015952.SGD":"LIONGLOBAL 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ACC"},"source_url":"https://wallstreetcn.com/articles/3733616","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2482027422","content_text":"当上特朗普的榜一大哥后，马斯克的特斯拉能重新成为散户最爱的股票吗？这可能取决于英伟达。近期，特斯拉的散户交易量有所反弹，选举之夜成为交易最多的股票之一，但是，英伟达仍然是散户购买最多的股票，未来这种情况是否会持续，不仅取决于特斯拉的表现，也取决于英伟达的表现。Vanda Research的分析师表示：“很难说散户在未来几个月内会更倾向于哪一只股票，英伟达11月21日将要发布的财报可能会让散户优先关注它，如果财报再度大幅超出预期，可能会使个人投资者继续关注英伟达；而如果业绩符合市场预期，则可能成为英伟达的‘卖出消息’，从而使特斯拉重新成为散户购买最多的股票。”特斯拉曾是散户的最爱——2020年，散户疯狂涌向特斯拉，公司股价在那一年涨超740%。随后几年里，散户对特斯拉的热情与日俱增，2022年，特斯拉超过苹果成为了最受散户喜爱的股票。然而，到了2024年，散户的热情逐渐消退了，英伟达超越特斯拉成为散户交易量最多的股票。而这可能又将迎来改变——特朗普获胜后，特斯拉股价飙升，在大选后一日上涨了14.8%，现报321.22美元/股。特朗普胜选，特斯拉是最大赢家？目前，市场的目光聚焦于特朗普上任是否对特斯拉有利。CFRA Research副总裁兼高级股权分析师Garrett Nelson在一份报告中写道：“在我们看来，特斯拉和马斯克可能是此次选举结果的最大赢家，我们认为特朗普的胜利将有助于加速特斯拉自动驾驶技术的监管批准。根据众议院选举的结果，我们认为现有的电动车税收优惠可能面临来自税法变更的风险，这将进一步扩大特斯拉的竞争优势，因为我们认为特斯拉是唯一一家盈利的电动车制造商。基于这些原因，我们认为特斯拉的股票值得更高的市盈率，但我们也承认短期内存在挑战。”此前分析师Wedbush Securities也表示，表面上看，特朗普执政对特斯拉来说似乎不是好消息，因为特朗普可能取消电动车激励措施，但实际上，这反而有利于特斯拉，因为特斯拉的竞争对手更依赖这些激励政策。击败苹果和特斯拉，英伟达成为散户投资组合中的最大持仓上半年，《市场观察》报道，英伟达已经成为散户投资者组合中的最大持仓。投资研究公司Vanda Research收集了散户投资组合中最广泛持有的15只股票和ETF的数据，并按权重进行排序，英伟达以9.3%的权重位居榜首，超过了其他热门股票，如苹果、标普500 ETF、特斯拉、纳斯达克100 ETF、Meta等。而一年前，英伟达在平均散户投资组合中的权重只有4.2%。Vanda Research还披露，过去一年散户净买入英伟达股票的金额高达137.87亿美元。分析认为，英伟达广受欢迎的原因主要是其股价的迅速上涨，财报屡屡大超预期，且散户偏爱科技股——过去一年，英伟达的股价上涨了203%，第二季度，英伟达营收300亿美元，环比增长15%，同比增长122%，远高于280亿的预期。","news_type":1},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368696771989688,"gmtCreate":1731055340391,"gmtModify":1731055342503,"author":{"id":"4192655591874422","authorId":"4192655591874422","name":"ZMY6641","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4192655591874422","idStr":"4192655591874422"},"themes":[],"htmlText":"抛售自己手上的股票套现，然后一直berkersire股票在跌，是因为闻到了其他的啥味道吗？","listText":"抛售自己手上的股票套现，然后一直berkersire股票在跌，是因为闻到了其他的啥味道吗？","text":"抛售自己手上的股票套现，然后一直berkersire股票在跌，是因为闻到了其他的啥味道吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368696771989688","repostId":"2481561976","repostType":2,"repost":{"id":"2481561976","kind":"news","pubTimestamp":1730973600,"share":"https://www.laohu8.com/m/news/2481561976?lang=&edition=full","pubTime":"2024-11-07 18:00","market":"us","language":"zh","title":"再抛售千亿美元！巴菲特到底看到了什么？股神要失算？","url":"https://stock-news.laohu8.com/highlight/detail?id=2481561976","media":"第一财经","summary":"从去年年底开始，他共减持了约三分之二的苹果股票，卖出金额超1000亿美元，也使得他的现金储备达到了创纪录的3250亿美元。如此大规模地抛售苹果股票，并且持有巨量的现金，让大家不禁猜测：他到底看到了什么？2016年第一季度，他们便购买了10亿美元的苹果股票，并在之后不断增持，到2020年底已达到约9亿股，投资总额高达311亿美元。随着苹果股价不断上涨，他们的收益已在400%以上。所以，巴菲特减持苹果股票只是他个人的投资决策。","content":"<div>\n<p>（本文作者王煜全，海银资本创始合伙人）最近，“股神”沃伦·巴菲特旗下的伯克希尔·哈撒韦（Berkshire Hathaway）公司公布了最新的财报。其中，令资本市场不安的一点是，尽管苹果公司的股价在第三季度上涨了超过10%，巴菲特却选择继续减持苹果股票。从去年年底开始，他共减持了约三分之二的苹果股票，卖出金额超1000亿美元，也使得他的现金储备达到了创纪录的3250亿美元。作为投资界的传奇人物，...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2024-11-07/doc-incvfuia0848534.shtml\">Web Link</a>\n\n</div>\n","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 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Hathaway）公司公布了最新的财报。其中，令资本市场不安的一点是，尽管苹果公司的股价在第三季度上涨了超过10%，巴菲特却选择继续减持苹果股票。从去年年底开始，他共减持了约三分之二的苹果股票，卖出金额超1000亿美元，也使得他的现金储备达到了创纪录的3250亿美元。作为投资界的传奇人物，...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2024-11-07/doc-incvfuia0848534.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) 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ACC"},"source_url":"https://finance.sina.com.cn/jjxw/2024-11-07/doc-incvfuia0848534.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2481561976","content_text":"（本文作者王煜全，海银资本创始合伙人）最近，“股神”沃伦·巴菲特旗下的伯克希尔·哈撒韦（Berkshire Hathaway）公司公布了最新的财报。其中，令资本市场不安的一点是，尽管苹果公司的股价在第三季度上涨了超过10%，巴菲特却选择继续减持苹果股票。从去年年底开始，他共减持了约三分之二的苹果股票，卖出金额超1000亿美元，也使得他的现金储备达到了创纪录的3250亿美元。作为投资界的传奇人物，巴菲特的每个举动无疑都对资本市场有极大影响力。如此大规模地抛售苹果股票，并且持有巨量的现金，让大家不禁猜测：他到底看到了什么？当然，巴菲特减持苹果股票的原因应该是多方面的。首先，半开玩笑地说，很有可能是因为巴菲特已经赚够了。苹果公司作为伯克希尔最大的单一投资，持有时间已经长达8年。2016年第一季度，他们便购买了10亿美元的苹果股票，并在之后不断增持，到2020年底已达到约9亿股，投资总额高达311亿美元。随着苹果股价不断上涨，他们的收益已在400%以上。现在，苹果的市盈率已大幅升至30多倍，巴菲特选择落袋为安，也是个理性的选择。此外，巴菲特在今年年会上也提到，目前的资本利得税率相对较低，但未来可能会上调，因此现在出售部分股票可以帮助公司锁定利润、减少税负。这可能也是他卖出股票的重要原因之一。同时，巴菲特可能还对于宏观环境有所担忧。当未来市场风险较大时，单一股票在投资组合中占比过高，显然也不是个合理的配置方式。总之，巴菲特大规模减持苹果股票，很难说是因为苹果本身出现了什么问题。而且，我们之前讨论过，未来AI浪潮在终端领域的推进，对于苹果利好大于利空，具体见之前文章《巴菲特抛售半数苹果股票，百岁老人真的理解不了AI时代》。但是，今天我们想说的是，苹果和各大手机厂商，以及硬件企业，可能都忽视了一点：终端智能时代不是堆砌更高的性能，也不只是把云端的AI大模型变成所谓小模型放到智能手机上，而是要围绕“行为智能”进行产品和应用的设计创新。因为，这一轮的AI浪潮，不仅是技术的飞跃，更是服务模式的变革。在互联网与云端环境下，智能服务往往局限于内容展示与简单的交互，我们称之为“内容智能”。这种智能由于缺乏用户的行为数据，难以深入理解用户需求，也就无法提供个性化的服务。然而，智能手机就截然不同。它不仅拥有丰富的API接口和多样化的APP生态，而且聚合了用户的各种行为数据，并长期和用户进行深度互动，就使得“行为智能”成为可能。未来，手机将不再只负责传递与展示信息，或者简单的搜索查询，而是能够直接参与到用户的实际行动中，完成复杂任务。而且，当智能服务从云端走到了终端，不用再等待处理结果和信息传输，就能真正实现“随叫随到”的服务体验。未来，小到日程安排、自动叫外卖，大到健康管理、AI教育，这些“行为智能”服务都将在智能手机上实现。当这些智能服务渗透到人们的日常生活中，成为一种不可或缺的习惯时，其市场潜力就能得到最大程度地释放，我们也就将见证一个全新的智能服务时代。但需要注意的是，每一次技术革命带来明显的体验和服务差异时，通常都会对高端产品产生有利影响。消费者为了享受新的智能服务，愿意花费更多钱来提前更换手机并购买更为高端的机型。苹果在全球高端手机领域占据了重要地位，“行为智能”革命对于他们而言无疑是一个巨大的市场机遇。当然，苹果也面临着一些挑战和悬念。例如，未来苹果的APP store是否会像OpenAI的GPT store一样，能够支持第三方AI应用做为能力被自己平台上的应用调用？能否在面向消费者的ToC模式之外增加面向企业的ToB模式？这将决定苹果是否还能拥有应用生态这个护城河。很多时候，完成一个具体任务需要聚合多个AI应用的功能。们曾经推出了“AI王煜全”，为大家提供科技产业的分析。但要进行真正的科技投资，还需要宏观分析、地缘政治分析、财政与货币政策分析、金融系统分析甚至包括所谓的股票技术分析，这需要调动多个专家才能提供综合的咨询服务。现实中其实很难找到这么多专家参与共同决策，如果各个领域都有像“AI王煜全”一样的专业分析工具，调用他们实现综合分析就方便得多。但总的来说，我们认为苹果的未来前景是乐观的，只是好与更好的区别。虽然苹果并没有表现出对“行为智能”的理解，或者说未能领导这场革命，但凭借其性能优越的硬件和丰富的应用与生态，苹果在AI时代—尤其在未来两年终端智能的爆发期—仍然拥有先发优势，还是会比其他厂商略胜一筹。而且未来，如果苹果能握住这次“行为智能”的机会，关键是要能升级AppStore，也就能从“小好”变成“大好”。所以，巴菲特减持苹果股票只是他个人的投资决策。我们一直强调，要真正理解一个企业，不能仅从资本角度出发，而要从科技、产业甚至社会变革的角度前瞻地去审视，才能真的看得足够长远，识别未来赢家，并获得丰厚收益。（本文仅代表作者个人观点）\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368599173706104,"gmtCreate":1731027610134,"gmtModify":1731027612372,"author":{"id":"4192655591874422","authorId":"4192655591874422","name":"ZMY6641","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4192655591874422","idStr":"4192655591874422"},"themes":[],"htmlText":"国债的价格跟收益率是反比的吧？","listText":"国债的价格跟收益率是反比的吧？","text":"国债的价格跟收益率是反比的吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368599173706104","isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368433658052752,"gmtCreate":1730991102817,"gmtModify":1730991104904,"author":{"id":"4192655591874422","authorId":"4192655591874422","name":"ZMY6641","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4192655591874422","idStr":"4192655591874422"},"themes":[],"htmlText":"会吗？不会火箭🚀上天的吧？关键是不要大起大落啊，希望出个stable-coin别上八万美元隔天又跌回五万美元呀，心脏受不了。","listText":"会吗？不会火箭🚀上天的吧？关键是不要大起大落啊，希望出个stable-coin别上八万美元隔天又跌回五万美元呀，心脏受不了。","text":"会吗？不会火箭🚀上天的吧？关键是不要大起大落啊，希望出个stable-coin别上八万美元隔天又跌回五万美元呀，心脏受不了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368433658052752","repostId":"2481944647","repostType":2,"repost":{"id":"2481944647","kind":"news","pubTimestamp":1730963100,"share":"https://www.laohu8.com/m/news/2481944647?lang=&edition=full","pubTime":"2024-11-07 15:05","market":"us","language":"zh","title":"加密货币狂欢才刚开始！市场看好比特币月内冲上8万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2481944647","media":"智通财经","summary":"智通财经APP注意到，期货市场表明，特朗普在美国总统大选中获胜引发的比特币创纪录上涨可能才刚刚开始。比特币首次突破 75000 美元，因为人们预期特朗普第二任总统将带来更多有利于加密货币的政策和监管。早在昨天的投票之前，比特币期权市场就已经将 11 月底到期的比特币价格定为 80000 美元。3 月份比特币 ETF 推出后的上一次牛市引发了双向大规模清算。","content":"<html><head></head><body><p>11月7日，期货市场表明，特朗普在美国总统大选中获胜引发的比特币创纪录上涨可能才刚刚开始。</p><p>K33 Research 研究主管Vetle Lunde表示：“在价格飙升的背景下，我们看到衍生品立即出现了风险偏好轮动。<a href=\"https://laohu8.com/S/CME\">芝加哥商品交易所</a>的基差已从昨天的 7% 飙升至今天的 15% 以上，而永续合约的交易价格也从低于现货市场的价格升至 3 月份以来的最大溢价。”</p><p>芝加哥商品交易所衍生品交易所的比特币期货合约是美国机构投资者在牛市中获利的最热门方式之一。所谓的基差，即现货市场价格与期货合约价格之间的差额，在选举前的几天里一直处于低迷状态。与此同时，永续期货合约是离岸投资者最受欢迎的选择之一，其融资利率更高，因此受到越来越多的关注，这表明该市场对杠杆的需求不断上升。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2ff0fa0f7a006c2ed72e922f50dd06f\" tg-width=\"653\" tg-height=\"399\"/></p><p>比特币首次突破 75000 美元，因为人们预期特朗普第二任总统将带来更多有利于加密货币的政策和监管。早在昨天的投票之前，比特币期权市场就已经将 11 月底到期的比特币价格定为 80000 美元。</p><p>量化交易公司 Dexterity Capital 的创始合伙人Michael Safai表示：“特朗普承诺减少美国的监管干预，加密货币投资者在过去几年一直对此大声疾呼。”</p><p>尽管由最大加密货币支持的交易所交易基金在周一出现了最大的资金流出之一，但交易员预计周三美国时段将出现逆转，并且正向资金流出可能会大幅增加。</p><p>“欧洲交易时段一直比较平静，但比特币似乎在历史高点找到支撑，这是一个令人欣喜的信号，表明比特币将进一步上涨，”Lunde表示。“在芝加哥商品交易所溢价(套利机会)不断增长和选举后形势明朗的背景下，我们预计今天 ETF 资金将大量流入，这应该会支撑比特币强劲表现。”</p><p>一些交易员表示，此次上涨确实带来了价格回调的风险。3 月份比特币 ETF 推出后的上一次牛市引发了双向大规模清算。</p><p>INDIGO Fund 联合创始人 Nathanaël Cohen 表示：“由于获利回吐，我们会对这些水平的回调保持谨慎，但我们预计未来几个季度的总体趋势将会走高。”</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>加密货币狂欢才刚开始！市场看好比特币月内冲上8万美元</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n加密货币狂欢才刚开始！市场看好比特币月内冲上8万美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-07 15:05 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1207896.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>11月7日，期货市场表明，特朗普在美国总统大选中获胜引发的比特币创纪录上涨可能才刚刚开始。K33 Research 研究主管Vetle Lunde表示：“在价格飙升的背景下，我们看到衍生品立即出现了风险偏好轮动。芝加哥商品交易所的基差已从昨天的 7% 飙升至今天的 15% 以上，而永续合约的交易价格也从低于现货市场的价格升至 3 月份以来的最大溢价。”芝加哥商品交易所衍生品交易所的比特币期货合约是...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1207896.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/962be253ee7459c393769e9105cb1429","relate_stocks":{"CLSK":"CleanSpark, Inc.","MARA":"MARA Holdings","RIOT":"Riot Platforms","COIN":"Coinbase Global, Inc.","BTBT":"Bit Digital, Inc.","MSTR":"MicroStrategy"},"source_url":"http://www.zhitongcaijing.com/content/detail/1207896.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2481944647","content_text":"11月7日，期货市场表明，特朗普在美国总统大选中获胜引发的比特币创纪录上涨可能才刚刚开始。K33 Research 研究主管Vetle Lunde表示：“在价格飙升的背景下，我们看到衍生品立即出现了风险偏好轮动。芝加哥商品交易所的基差已从昨天的 7% 飙升至今天的 15% 以上，而永续合约的交易价格也从低于现货市场的价格升至 3 月份以来的最大溢价。”芝加哥商品交易所衍生品交易所的比特币期货合约是美国机构投资者在牛市中获利的最热门方式之一。所谓的基差，即现货市场价格与期货合约价格之间的差额，在选举前的几天里一直处于低迷状态。与此同时，永续期货合约是离岸投资者最受欢迎的选择之一，其融资利率更高，因此受到越来越多的关注，这表明该市场对杠杆的需求不断上升。比特币首次突破 75000 美元，因为人们预期特朗普第二任总统将带来更多有利于加密货币的政策和监管。早在昨天的投票之前，比特币期权市场就已经将 11 月底到期的比特币价格定为 80000 美元。量化交易公司 Dexterity Capital 的创始合伙人Michael Safai表示：“特朗普承诺减少美国的监管干预，加密货币投资者在过去几年一直对此大声疾呼。”尽管由最大加密货币支持的交易所交易基金在周一出现了最大的资金流出之一，但交易员预计周三美国时段将出现逆转，并且正向资金流出可能会大幅增加。“欧洲交易时段一直比较平静，但比特币似乎在历史高点找到支撑，这是一个令人欣喜的信号，表明比特币将进一步上涨，”Lunde表示。“在芝加哥商品交易所溢价(套利机会)不断增长和选举后形势明朗的背景下，我们预计今天 ETF 资金将大量流入，这应该会支撑比特币强劲表现。”一些交易员表示，此次上涨确实带来了价格回调的风险。3 月份比特币 ETF 推出后的上一次牛市引发了双向大规模清算。INDIGO Fund 联合创始人 Nathanaël Cohen 表示：“由于获利回吐，我们会对这些水平的回调保持谨慎，但我们预计未来几个季度的总体趋势将会走高。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368423778734192,"gmtCreate":1730988690290,"gmtModify":1730988692689,"author":{"id":"4192655591874422","authorId":"4192655591874422","name":"ZMY6641","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4192655591874422","idStr":"4192655591874422"},"themes":[],"htmlText":"股票其实就是个跷跷板，大家都买就上去了上涨📈，大家都抛售就跌下来。资金盘砸进去就涨，上下周期波动才有意思，抓周期才是本事。可是很难预测准啊，股神也不是100%的抓的准。所以股市本质上就是个赌博，跟开工厂生产汽车(投资)🚗还真的不同。","listText":"股票其实就是个跷跷板，大家都买就上去了上涨📈，大家都抛售就跌下来。资金盘砸进去就涨，上下周期波动才有意思，抓周期才是本事。可是很难预测准啊，股神也不是100%的抓的准。所以股市本质上就是个赌博，跟开工厂生产汽车(投资)🚗还真的不同。","text":"股票其实就是个跷跷板，大家都买就上去了上涨📈，大家都抛售就跌下来。资金盘砸进去就涨，上下周期波动才有意思，抓周期才是本事。可是很难预测准啊，股神也不是100%的抓的准。所以股市本质上就是个赌博，跟开工厂生产汽车(投资)🚗还真的不同。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368423778734192","isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367748970578016,"gmtCreate":1730800210271,"gmtModify":1730802604403,"author":{"id":"4192655591874422","authorId":"4192655591874422","name":"ZMY6641","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4192655591874422","idStr":"4192655591874422"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$特朗普媒体科技集团(DJT)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367748970578016","isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367746947424312,"gmtCreate":1730799877924,"gmtModify":1730799879510,"author":{"id":"4192655591874422","authorId":"4192655591874422","name":"ZMY6641","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4192655591874422","idStr":"4192655591874422"},"themes":[],"htmlText":"这个是夜盘吗？","listText":"这个是夜盘吗？","text":"这个是夜盘吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367746947424312","repostId":"1128848722","repostType":2,"repost":{"id":"1128848722","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":1730796918,"share":"https://www.laohu8.com/m/news/1128848722?lang=&edition=full","pubTime":"2024-11-05 16:55","market":"us","language":"zh","title":"特朗普媒体科技集团夜盘跳水，此前一度涨超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1128848722","media":"老虎资讯综合","summary":"11月5日，$特朗普媒体科技集团(DJT)$夜盘跳水，目前跌超3%，此前一度涨超10%。","content":"<html><head></head><body><p>11月5日，<a href=\"https://laohu8.com/S/DJT\">特朗普媒体科技集团</a>夜盘跳水，目前跌超3%，此前一度涨超10%。据此前消息，美国新罕布什尔州小镇“午夜投票”结果出炉：哈里斯和特朗普各得3票持平。北京时间11月5日19:00起（美东时间11月5日6:00起），美国大部分州的投票站陆续开放，尤其是东海岸各州的投票站，选举开始进行。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d47ea5b45188b261ddca0f8d8ad835dc\" title=\"\" tg-width=\"868\" tg-height=\"828\"/></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>特朗普媒体科技集团夜盘跳水，此前一度涨超10%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普媒体科技集团夜盘跳水，此前一度涨超10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-11-05 16:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月5日，<a href=\"https://laohu8.com/S/DJT\">特朗普媒体科技集团</a>夜盘跳水，目前跌超3%，此前一度涨超10%。据此前消息，美国新罕布什尔州小镇“午夜投票”结果出炉：哈里斯和特朗普各得3票持平。北京时间11月5日19:00起（美东时间11月5日6:00起），美国大部分州的投票站陆续开放，尤其是东海岸各州的投票站，选举开始进行。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d47ea5b45188b261ddca0f8d8ad835dc\" title=\"\" tg-width=\"868\" tg-height=\"828\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4077":"互动媒体与服务","BK4547":"WSB热门概念","BK4516":"特朗普概念","DJT":"特朗普媒体科技集团"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128848722","content_text":"11月5日，特朗普媒体科技集团夜盘跳水，目前跌超3%，此前一度涨超10%。据此前消息，美国新罕布什尔州小镇“午夜投票”结果出炉：哈里斯和特朗普各得3票持平。北京时间11月5日19:00起（美东时间11月5日6:00起），美国大部分州的投票站陆续开放，尤其是东海岸各州的投票站，选举开始进行。","news_type":1},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367747326427312,"gmtCreate":1730799810083,"gmtModify":1730800081302,"author":{"id":"4192655591874422","authorId":"4192655591874422","name":"ZMY6641","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4192655591874422","idStr":"4192655591874422"},"themes":[],"htmlText":"夜盘是啥意思？新加坡的白天时间的盘吗？","listText":"夜盘是啥意思？新加坡的白天时间的盘吗？","text":"夜盘是啥意思？新加坡的白天时间的盘吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367747326427312","repostId":"1128848722","repostType":2,"repost":{"id":"1128848722","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":1730796918,"share":"https://www.laohu8.com/m/news/1128848722?lang=&edition=full","pubTime":"2024-11-05 16:55","market":"us","language":"zh","title":"特朗普媒体科技集团夜盘跳水，此前一度涨超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1128848722","media":"老虎资讯综合","summary":"11月5日，$特朗普媒体科技集团(DJT)$夜盘跳水，目前跌超3%，此前一度涨超10%。","content":"<html><head></head><body><p>11月5日，<a href=\"https://laohu8.com/S/DJT\">特朗普媒体科技集团</a>夜盘跳水，目前跌超3%，此前一度涨超10%。据此前消息，美国新罕布什尔州小镇“午夜投票”结果出炉：哈里斯和特朗普各得3票持平。北京时间11月5日19:00起（美东时间11月5日6:00起），美国大部分州的投票站陆续开放，尤其是东海岸各州的投票站，选举开始进行。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d47ea5b45188b261ddca0f8d8ad835dc\" title=\"\" tg-width=\"868\" tg-height=\"828\"/></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>特朗普媒体科技集团夜盘跳水，此前一度涨超10%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普媒体科技集团夜盘跳水，此前一度涨超10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-11-05 16:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月5日，<a href=\"https://laohu8.com/S/DJT\">特朗普媒体科技集团</a>夜盘跳水，目前跌超3%，此前一度涨超10%。据此前消息，美国新罕布什尔州小镇“午夜投票”结果出炉：哈里斯和特朗普各得3票持平。北京时间11月5日19:00起（美东时间11月5日6:00起），美国大部分州的投票站陆续开放，尤其是东海岸各州的投票站，选举开始进行。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d47ea5b45188b261ddca0f8d8ad835dc\" title=\"\" tg-width=\"868\" tg-height=\"828\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4077":"互动媒体与服务","BK4547":"WSB热门概念","BK4516":"特朗普概念","DJT":"特朗普媒体科技集团"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128848722","content_text":"11月5日，特朗普媒体科技集团夜盘跳水，目前跌超3%，此前一度涨超10%。据此前消息，美国新罕布什尔州小镇“午夜投票”结果出炉：哈里斯和特朗普各得3票持平。北京时间11月5日19:00起（美东时间11月5日6:00起），美国大部分州的投票站陆续开放，尤其是东海岸各州的投票站，选举开始进行。","news_type":1},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367619648217248,"gmtCreate":1730763638003,"gmtModify":1730770719864,"author":{"id":"4192655591874422","authorId":"4192655591874422","name":"ZMY6641","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4192655591874422","idStr":"4192655591874422"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NDRA\">$ENDRA Life Sciences Inc(NDRA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/NDRA\">$ENDRA Life Sciences Inc(NDRA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$ENDRA Life Sciences Inc(NDRA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367619648217248","isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367619678851248,"gmtCreate":1730763622693,"gmtModify":1730770716871,"author":{"id":"4192655591874422","authorId":"4192655591874422","name":"ZMY6641","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4192655591874422","idStr":"4192655591874422"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NDRA\">$ENDRA Life Sciences Inc(NDRA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/NDRA\">$ENDRA Life Sciences Inc(NDRA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$ENDRA Life Sciences Inc(NDRA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367619678851248","isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367619779166520,"gmtCreate":1730763595045,"gmtModify":1730770706027,"author":{"id":"4192655591874422","authorId":"4192655591874422","name":"ZMY6641","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4192655591874422","idStr":"4192655591874422"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NDRA\">$ENDRA Life Sciences Inc(NDRA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/NDRA\">$ENDRA Life Sciences Inc(NDRA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$ENDRA Life Sciences Inc(NDRA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367619779166520","isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":383270191673456,"gmtCreate":1734595597877,"gmtModify":1734595600267,"author":{"id":"4192655591874422","authorId":"4192655591874422","name":"ZMY6641","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192655591874422","authorIdStr":"4192655591874422"},"themes":[],"htmlText":"跟其他股票一样，是可以考虑买入的。一种特殊的股票吧","listText":"跟其他股票一样，是可以考虑买入的。一种特殊的股票吧","text":"跟其他股票一样，是可以考虑买入的。一种特殊的股票吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383270191673456","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374126313255368,"gmtCreate":1732379897147,"gmtModify":1732605461540,"author":{"id":"4192655591874422","authorId":"4192655591874422","name":"ZMY6641","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192655591874422","authorIdStr":"4192655591874422"},"themes":[],"htmlText":"在中国大陆也可以炒美股的吧？","listText":"在中国大陆也可以炒美股的吧？","text":"在中国大陆也可以炒美股的吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374126313255368","isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373134777397720,"gmtCreate":1732142942811,"gmtModify":1732142944504,"author":{"id":"4192655591874422","authorId":"4192655591874422","name":"ZMY6641","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192655591874422","authorIdStr":"4192655591874422"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/US912828M565.BOND\">$美国中期国债 2.250% 2025/11/15(US912828M565.BOND)$ </a> 一年期国债的收益利率越高，票面的价格就越低吧？目前的票面价格只有现金价值的 97% ?","listText":"<a href=\"https://laohu8.com/S/US912828M565.BOND\">$美国中期国债 2.250% 2025/11/15(US912828M565.BOND)$ </a> 一年期国债的收益利率越高，票面的价格就越低吧？目前的票面价格只有现金价值的 97% ?","text":"$美国中期国债 2.250% 2025/11/15(US912828M565.BOND)$ 一年期国债的收益利率越高，票面的价格就越低吧？目前的票面价格只有现金价值的 97% ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373134777397720","isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369858487357880,"gmtCreate":1731338173296,"gmtModify":1731338174566,"author":{"id":"4192655591874422","authorId":"4192655591874422","name":"ZMY6641","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192655591874422","authorIdStr":"4192655591874422"},"themes":[],"htmlText":"股票市场本质上就是个赌博，就是比是看多的人多还是看空的人多。看多的人多就涨，否则就跌","listText":"股票市场本质上就是个赌博，就是比是看多的人多还是看空的人多。看多的人多就涨，否则就跌","text":"股票市场本质上就是个赌博，就是比是看多的人多还是看空的人多。看多的人多就涨，否则就跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369858487357880","repostId":"2482027422","repostType":2,"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368696771989688,"gmtCreate":1731055340391,"gmtModify":1731055342503,"author":{"id":"4192655591874422","authorId":"4192655591874422","name":"ZMY6641","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192655591874422","authorIdStr":"4192655591874422"},"themes":[],"htmlText":"抛售自己手上的股票套现，然后一直berkersire股票在跌，是因为闻到了其他的啥味道吗？","listText":"抛售自己手上的股票套现，然后一直berkersire股票在跌，是因为闻到了其他的啥味道吗？","text":"抛售自己手上的股票套现，然后一直berkersire股票在跌，是因为闻到了其他的啥味道吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368696771989688","repostId":"2481561976","repostType":2,"repost":{"id":"2481561976","kind":"news","pubTimestamp":1730973600,"share":"https://www.laohu8.com/m/news/2481561976?lang=&edition=full","pubTime":"2024-11-07 18:00","market":"us","language":"zh","title":"再抛售千亿美元！巴菲特到底看到了什么？股神要失算？","url":"https://stock-news.laohu8.com/highlight/detail?id=2481561976","media":"第一财经","summary":"从去年年底开始，他共减持了约三分之二的苹果股票，卖出金额超1000亿美元，也使得他的现金储备达到了创纪录的3250亿美元。如此大规模地抛售苹果股票，并且持有巨量的现金，让大家不禁猜测：他到底看到了什么？2016年第一季度，他们便购买了10亿美元的苹果股票，并在之后不断增持，到2020年底已达到约9亿股，投资总额高达311亿美元。随着苹果股价不断上涨，他们的收益已在400%以上。所以，巴菲特减持苹果股票只是他个人的投资决策。","content":"<div>\n<p>（本文作者王煜全，海银资本创始合伙人）最近，“股神”沃伦·巴菲特旗下的伯克希尔·哈撒韦（Berkshire Hathaway）公司公布了最新的财报。其中，令资本市场不安的一点是，尽管苹果公司的股价在第三季度上涨了超过10%，巴菲特却选择继续减持苹果股票。从去年年底开始，他共减持了约三分之二的苹果股票，卖出金额超1000亿美元，也使得他的现金储备达到了创纪录的3250亿美元。作为投资界的传奇人物，...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2024-11-07/doc-incvfuia0848534.shtml\">Web Link</a>\n\n</div>\n","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>再抛售千亿美元！巴菲特到底看到了什么？股神要失算？</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{ 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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再抛售千亿美元！巴菲特到底看到了什么？股神要失算？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-07 18:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/jjxw/2024-11-07/doc-incvfuia0848534.shtml><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>（本文作者王煜全，海银资本创始合伙人）最近，“股神”沃伦·巴菲特旗下的伯克希尔·哈撒韦（Berkshire Hathaway）公司公布了最新的财报。其中，令资本市场不安的一点是，尽管苹果公司的股价在第三季度上涨了超过10%，巴菲特却选择继续减持苹果股票。从去年年底开始，他共减持了约三分之二的苹果股票，卖出金额超1000亿美元，也使得他的现金储备达到了创纪录的3250亿美元。作为投资界的传奇人物，...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2024-11-07/doc-incvfuia0848534.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) 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ACC"},"source_url":"https://finance.sina.com.cn/jjxw/2024-11-07/doc-incvfuia0848534.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2481561976","content_text":"（本文作者王煜全，海银资本创始合伙人）最近，“股神”沃伦·巴菲特旗下的伯克希尔·哈撒韦（Berkshire Hathaway）公司公布了最新的财报。其中，令资本市场不安的一点是，尽管苹果公司的股价在第三季度上涨了超过10%，巴菲特却选择继续减持苹果股票。从去年年底开始，他共减持了约三分之二的苹果股票，卖出金额超1000亿美元，也使得他的现金储备达到了创纪录的3250亿美元。作为投资界的传奇人物，巴菲特的每个举动无疑都对资本市场有极大影响力。如此大规模地抛售苹果股票，并且持有巨量的现金，让大家不禁猜测：他到底看到了什么？当然，巴菲特减持苹果股票的原因应该是多方面的。首先，半开玩笑地说，很有可能是因为巴菲特已经赚够了。苹果公司作为伯克希尔最大的单一投资，持有时间已经长达8年。2016年第一季度，他们便购买了10亿美元的苹果股票，并在之后不断增持，到2020年底已达到约9亿股，投资总额高达311亿美元。随着苹果股价不断上涨，他们的收益已在400%以上。现在，苹果的市盈率已大幅升至30多倍，巴菲特选择落袋为安，也是个理性的选择。此外，巴菲特在今年年会上也提到，目前的资本利得税率相对较低，但未来可能会上调，因此现在出售部分股票可以帮助公司锁定利润、减少税负。这可能也是他卖出股票的重要原因之一。同时，巴菲特可能还对于宏观环境有所担忧。当未来市场风险较大时，单一股票在投资组合中占比过高，显然也不是个合理的配置方式。总之，巴菲特大规模减持苹果股票，很难说是因为苹果本身出现了什么问题。而且，我们之前讨论过，未来AI浪潮在终端领域的推进，对于苹果利好大于利空，具体见之前文章《巴菲特抛售半数苹果股票，百岁老人真的理解不了AI时代》。但是，今天我们想说的是，苹果和各大手机厂商，以及硬件企业，可能都忽视了一点：终端智能时代不是堆砌更高的性能，也不只是把云端的AI大模型变成所谓小模型放到智能手机上，而是要围绕“行为智能”进行产品和应用的设计创新。因为，这一轮的AI浪潮，不仅是技术的飞跃，更是服务模式的变革。在互联网与云端环境下，智能服务往往局限于内容展示与简单的交互，我们称之为“内容智能”。这种智能由于缺乏用户的行为数据，难以深入理解用户需求，也就无法提供个性化的服务。然而，智能手机就截然不同。它不仅拥有丰富的API接口和多样化的APP生态，而且聚合了用户的各种行为数据，并长期和用户进行深度互动，就使得“行为智能”成为可能。未来，手机将不再只负责传递与展示信息，或者简单的搜索查询，而是能够直接参与到用户的实际行动中，完成复杂任务。而且，当智能服务从云端走到了终端，不用再等待处理结果和信息传输，就能真正实现“随叫随到”的服务体验。未来，小到日程安排、自动叫外卖，大到健康管理、AI教育，这些“行为智能”服务都将在智能手机上实现。当这些智能服务渗透到人们的日常生活中，成为一种不可或缺的习惯时，其市场潜力就能得到最大程度地释放，我们也就将见证一个全新的智能服务时代。但需要注意的是，每一次技术革命带来明显的体验和服务差异时，通常都会对高端产品产生有利影响。消费者为了享受新的智能服务，愿意花费更多钱来提前更换手机并购买更为高端的机型。苹果在全球高端手机领域占据了重要地位，“行为智能”革命对于他们而言无疑是一个巨大的市场机遇。当然，苹果也面临着一些挑战和悬念。例如，未来苹果的APP store是否会像OpenAI的GPT store一样，能够支持第三方AI应用做为能力被自己平台上的应用调用？能否在面向消费者的ToC模式之外增加面向企业的ToB模式？这将决定苹果是否还能拥有应用生态这个护城河。很多时候，完成一个具体任务需要聚合多个AI应用的功能。们曾经推出了“AI王煜全”，为大家提供科技产业的分析。但要进行真正的科技投资，还需要宏观分析、地缘政治分析、财政与货币政策分析、金融系统分析甚至包括所谓的股票技术分析，这需要调动多个专家才能提供综合的咨询服务。现实中其实很难找到这么多专家参与共同决策，如果各个领域都有像“AI王煜全”一样的专业分析工具，调用他们实现综合分析就方便得多。但总的来说，我们认为苹果的未来前景是乐观的，只是好与更好的区别。虽然苹果并没有表现出对“行为智能”的理解，或者说未能领导这场革命，但凭借其性能优越的硬件和丰富的应用与生态，苹果在AI时代—尤其在未来两年终端智能的爆发期—仍然拥有先发优势，还是会比其他厂商略胜一筹。而且未来，如果苹果能握住这次“行为智能”的机会，关键是要能升级AppStore，也就能从“小好”变成“大好”。所以，巴菲特减持苹果股票只是他个人的投资决策。我们一直强调，要真正理解一个企业，不能仅从资本角度出发，而要从科技、产业甚至社会变革的角度前瞻地去审视，才能真的看得足够长远，识别未来赢家，并获得丰厚收益。（本文仅代表作者个人观点）\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368599173706104,"gmtCreate":1731027610134,"gmtModify":1731027612372,"author":{"id":"4192655591874422","authorId":"4192655591874422","name":"ZMY6641","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192655591874422","authorIdStr":"4192655591874422"},"themes":[],"htmlText":"国债的价格跟收益率是反比的吧？","listText":"国债的价格跟收益率是反比的吧？","text":"国债的价格跟收益率是反比的吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368599173706104","isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368433658052752,"gmtCreate":1730991102817,"gmtModify":1730991104904,"author":{"id":"4192655591874422","authorId":"4192655591874422","name":"ZMY6641","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192655591874422","authorIdStr":"4192655591874422"},"themes":[],"htmlText":"会吗？不会火箭🚀上天的吧？关键是不要大起大落啊，希望出个stable-coin别上八万美元隔天又跌回五万美元呀，心脏受不了。","listText":"会吗？不会火箭🚀上天的吧？关键是不要大起大落啊，希望出个stable-coin别上八万美元隔天又跌回五万美元呀，心脏受不了。","text":"会吗？不会火箭🚀上天的吧？关键是不要大起大落啊，希望出个stable-coin别上八万美元隔天又跌回五万美元呀，心脏受不了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368433658052752","repostId":"2481944647","repostType":2,"repost":{"id":"2481944647","kind":"news","pubTimestamp":1730963100,"share":"https://www.laohu8.com/m/news/2481944647?lang=&edition=full","pubTime":"2024-11-07 15:05","market":"us","language":"zh","title":"加密货币狂欢才刚开始！市场看好比特币月内冲上8万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2481944647","media":"智通财经","summary":"智通财经APP注意到，期货市场表明，特朗普在美国总统大选中获胜引发的比特币创纪录上涨可能才刚刚开始。比特币首次突破 75000 美元，因为人们预期特朗普第二任总统将带来更多有利于加密货币的政策和监管。早在昨天的投票之前，比特币期权市场就已经将 11 月底到期的比特币价格定为 80000 美元。3 月份比特币 ETF 推出后的上一次牛市引发了双向大规模清算。","content":"<html><head></head><body><p>11月7日，期货市场表明，特朗普在美国总统大选中获胜引发的比特币创纪录上涨可能才刚刚开始。</p><p>K33 Research 研究主管Vetle Lunde表示：“在价格飙升的背景下，我们看到衍生品立即出现了风险偏好轮动。<a href=\"https://laohu8.com/S/CME\">芝加哥商品交易所</a>的基差已从昨天的 7% 飙升至今天的 15% 以上，而永续合约的交易价格也从低于现货市场的价格升至 3 月份以来的最大溢价。”</p><p>芝加哥商品交易所衍生品交易所的比特币期货合约是美国机构投资者在牛市中获利的最热门方式之一。所谓的基差，即现货市场价格与期货合约价格之间的差额，在选举前的几天里一直处于低迷状态。与此同时，永续期货合约是离岸投资者最受欢迎的选择之一，其融资利率更高，因此受到越来越多的关注，这表明该市场对杠杆的需求不断上升。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2ff0fa0f7a006c2ed72e922f50dd06f\" tg-width=\"653\" tg-height=\"399\"/></p><p>比特币首次突破 75000 美元，因为人们预期特朗普第二任总统将带来更多有利于加密货币的政策和监管。早在昨天的投票之前，比特币期权市场就已经将 11 月底到期的比特币价格定为 80000 美元。</p><p>量化交易公司 Dexterity Capital 的创始合伙人Michael Safai表示：“特朗普承诺减少美国的监管干预，加密货币投资者在过去几年一直对此大声疾呼。”</p><p>尽管由最大加密货币支持的交易所交易基金在周一出现了最大的资金流出之一，但交易员预计周三美国时段将出现逆转，并且正向资金流出可能会大幅增加。</p><p>“欧洲交易时段一直比较平静，但比特币似乎在历史高点找到支撑，这是一个令人欣喜的信号，表明比特币将进一步上涨，”Lunde表示。“在芝加哥商品交易所溢价(套利机会)不断增长和选举后形势明朗的背景下，我们预计今天 ETF 资金将大量流入，这应该会支撑比特币强劲表现。”</p><p>一些交易员表示，此次上涨确实带来了价格回调的风险。3 月份比特币 ETF 推出后的上一次牛市引发了双向大规模清算。</p><p>INDIGO Fund 联合创始人 Nathanaël Cohen 表示：“由于获利回吐，我们会对这些水平的回调保持谨慎，但我们预计未来几个季度的总体趋势将会走高。”</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>加密货币狂欢才刚开始！市场看好比特币月内冲上8万美元</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n加密货币狂欢才刚开始！市场看好比特币月内冲上8万美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-07 15:05 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1207896.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>11月7日，期货市场表明，特朗普在美国总统大选中获胜引发的比特币创纪录上涨可能才刚刚开始。K33 Research 研究主管Vetle Lunde表示：“在价格飙升的背景下，我们看到衍生品立即出现了风险偏好轮动。芝加哥商品交易所的基差已从昨天的 7% 飙升至今天的 15% 以上，而永续合约的交易价格也从低于现货市场的价格升至 3 月份以来的最大溢价。”芝加哥商品交易所衍生品交易所的比特币期货合约是...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1207896.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/962be253ee7459c393769e9105cb1429","relate_stocks":{"CLSK":"CleanSpark, Inc.","MARA":"MARA Holdings","RIOT":"Riot Platforms","COIN":"Coinbase Global, Inc.","BTBT":"Bit Digital, Inc.","MSTR":"MicroStrategy"},"source_url":"http://www.zhitongcaijing.com/content/detail/1207896.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2481944647","content_text":"11月7日，期货市场表明，特朗普在美国总统大选中获胜引发的比特币创纪录上涨可能才刚刚开始。K33 Research 研究主管Vetle Lunde表示：“在价格飙升的背景下，我们看到衍生品立即出现了风险偏好轮动。芝加哥商品交易所的基差已从昨天的 7% 飙升至今天的 15% 以上，而永续合约的交易价格也从低于现货市场的价格升至 3 月份以来的最大溢价。”芝加哥商品交易所衍生品交易所的比特币期货合约是美国机构投资者在牛市中获利的最热门方式之一。所谓的基差，即现货市场价格与期货合约价格之间的差额，在选举前的几天里一直处于低迷状态。与此同时，永续期货合约是离岸投资者最受欢迎的选择之一，其融资利率更高，因此受到越来越多的关注，这表明该市场对杠杆的需求不断上升。比特币首次突破 75000 美元，因为人们预期特朗普第二任总统将带来更多有利于加密货币的政策和监管。早在昨天的投票之前，比特币期权市场就已经将 11 月底到期的比特币价格定为 80000 美元。量化交易公司 Dexterity Capital 的创始合伙人Michael Safai表示：“特朗普承诺减少美国的监管干预，加密货币投资者在过去几年一直对此大声疾呼。”尽管由最大加密货币支持的交易所交易基金在周一出现了最大的资金流出之一，但交易员预计周三美国时段将出现逆转，并且正向资金流出可能会大幅增加。“欧洲交易时段一直比较平静，但比特币似乎在历史高点找到支撑，这是一个令人欣喜的信号，表明比特币将进一步上涨，”Lunde表示。“在芝加哥商品交易所溢价(套利机会)不断增长和选举后形势明朗的背景下，我们预计今天 ETF 资金将大量流入，这应该会支撑比特币强劲表现。”一些交易员表示，此次上涨确实带来了价格回调的风险。3 月份比特币 ETF 推出后的上一次牛市引发了双向大规模清算。INDIGO Fund 联合创始人 Nathanaël Cohen 表示：“由于获利回吐，我们会对这些水平的回调保持谨慎，但我们预计未来几个季度的总体趋势将会走高。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368423778734192,"gmtCreate":1730988690290,"gmtModify":1730988692689,"author":{"id":"4192655591874422","authorId":"4192655591874422","name":"ZMY6641","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192655591874422","authorIdStr":"4192655591874422"},"themes":[],"htmlText":"股票其实就是个跷跷板，大家都买就上去了上涨📈，大家都抛售就跌下来。资金盘砸进去就涨，上下周期波动才有意思，抓周期才是本事。可是很难预测准啊，股神也不是100%的抓的准。所以股市本质上就是个赌博，跟开工厂生产汽车(投资)🚗还真的不同。","listText":"股票其实就是个跷跷板，大家都买就上去了上涨📈，大家都抛售就跌下来。资金盘砸进去就涨，上下周期波动才有意思，抓周期才是本事。可是很难预测准啊，股神也不是100%的抓的准。所以股市本质上就是个赌博，跟开工厂生产汽车(投资)🚗还真的不同。","text":"股票其实就是个跷跷板，大家都买就上去了上涨📈，大家都抛售就跌下来。资金盘砸进去就涨，上下周期波动才有意思，抓周期才是本事。可是很难预测准啊，股神也不是100%的抓的准。所以股市本质上就是个赌博，跟开工厂生产汽车(投资)🚗还真的不同。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368423778734192","isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367748970578016,"gmtCreate":1730800210271,"gmtModify":1730802604403,"author":{"id":"4192655591874422","authorId":"4192655591874422","name":"ZMY6641","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192655591874422","authorIdStr":"4192655591874422"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$特朗普媒体科技集团(DJT)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367748970578016","isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367746947424312,"gmtCreate":1730799877924,"gmtModify":1730799879510,"author":{"id":"4192655591874422","authorId":"4192655591874422","name":"ZMY6641","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192655591874422","authorIdStr":"4192655591874422"},"themes":[],"htmlText":"这个是夜盘吗？","listText":"这个是夜盘吗？","text":"这个是夜盘吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367746947424312","repostId":"1128848722","repostType":2,"repost":{"id":"1128848722","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":1730796918,"share":"https://www.laohu8.com/m/news/1128848722?lang=&edition=full","pubTime":"2024-11-05 16:55","market":"us","language":"zh","title":"特朗普媒体科技集团夜盘跳水，此前一度涨超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1128848722","media":"老虎资讯综合","summary":"11月5日，$特朗普媒体科技集团(DJT)$夜盘跳水，目前跌超3%，此前一度涨超10%。","content":"<html><head></head><body><p>11月5日，<a href=\"https://laohu8.com/S/DJT\">特朗普媒体科技集团</a>夜盘跳水，目前跌超3%，此前一度涨超10%。据此前消息，美国新罕布什尔州小镇“午夜投票”结果出炉：哈里斯和特朗普各得3票持平。北京时间11月5日19:00起（美东时间11月5日6:00起），美国大部分州的投票站陆续开放，尤其是东海岸各州的投票站，选举开始进行。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d47ea5b45188b261ddca0f8d8ad835dc\" title=\"\" tg-width=\"868\" tg-height=\"828\"/></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>特朗普媒体科技集团夜盘跳水，此前一度涨超10%</title>\n<style 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href=\"https://laohu8.com/S/DJT\">特朗普媒体科技集团</a>夜盘跳水，目前跌超3%，此前一度涨超10%。据此前消息，美国新罕布什尔州小镇“午夜投票”结果出炉：哈里斯和特朗普各得3票持平。北京时间11月5日19:00起（美东时间11月5日6:00起），美国大部分州的投票站陆续开放，尤其是东海岸各州的投票站，选举开始进行。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d47ea5b45188b261ddca0f8d8ad835dc\" title=\"\" tg-width=\"868\" tg-height=\"828\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4077":"互动媒体与服务","BK4547":"WSB热门概念","BK4516":"特朗普概念","DJT":"特朗普媒体科技集团"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128848722","content_text":"11月5日，特朗普媒体科技集团夜盘跳水，目前跌超3%，此前一度涨超10%。据此前消息，美国新罕布什尔州小镇“午夜投票”结果出炉：哈里斯和特朗普各得3票持平。北京时间11月5日19:00起（美东时间11月5日6:00起），美国大部分州的投票站陆续开放，尤其是东海岸各州的投票站，选举开始进行。","news_type":1},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367747326427312,"gmtCreate":1730799810083,"gmtModify":1730800081302,"author":{"id":"4192655591874422","authorId":"4192655591874422","name":"ZMY6641","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192655591874422","authorIdStr":"4192655591874422"},"themes":[],"htmlText":"夜盘是啥意思？新加坡的白天时间的盘吗？","listText":"夜盘是啥意思？新加坡的白天时间的盘吗？","text":"夜盘是啥意思？新加坡的白天时间的盘吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367747326427312","repostId":"1128848722","repostType":2,"repost":{"id":"1128848722","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":1730796918,"share":"https://www.laohu8.com/m/news/1128848722?lang=&edition=full","pubTime":"2024-11-05 16:55","market":"us","language":"zh","title":"特朗普媒体科技集团夜盘跳水，此前一度涨超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1128848722","media":"老虎资讯综合","summary":"11月5日，$特朗普媒体科技集团(DJT)$夜盘跳水，目前跌超3%，此前一度涨超10%。","content":"<html><head></head><body><p>11月5日，<a href=\"https://laohu8.com/S/DJT\">特朗普媒体科技集团</a>夜盘跳水，目前跌超3%，此前一度涨超10%。据此前消息，美国新罕布什尔州小镇“午夜投票”结果出炉：哈里斯和特朗普各得3票持平。北京时间11月5日19:00起（美东时间11月5日6:00起），美国大部分州的投票站陆续开放，尤其是东海岸各州的投票站，选举开始进行。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d47ea5b45188b261ddca0f8d8ad835dc\" title=\"\" tg-width=\"868\" tg-height=\"828\"/></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>特朗普媒体科技集团夜盘跳水，此前一度涨超10%</title>\n<style 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href=\"https://laohu8.com/S/DJT\">特朗普媒体科技集团</a>夜盘跳水，目前跌超3%，此前一度涨超10%。据此前消息，美国新罕布什尔州小镇“午夜投票”结果出炉：哈里斯和特朗普各得3票持平。北京时间11月5日19:00起（美东时间11月5日6:00起），美国大部分州的投票站陆续开放，尤其是东海岸各州的投票站，选举开始进行。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d47ea5b45188b261ddca0f8d8ad835dc\" title=\"\" tg-width=\"868\" tg-height=\"828\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4077":"互动媒体与服务","BK4547":"WSB热门概念","BK4516":"特朗普概念","DJT":"特朗普媒体科技集团"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128848722","content_text":"11月5日，特朗普媒体科技集团夜盘跳水，目前跌超3%，此前一度涨超10%。据此前消息，美国新罕布什尔州小镇“午夜投票”结果出炉：哈里斯和特朗普各得3票持平。北京时间11月5日19:00起（美东时间11月5日6:00起），美国大部分州的投票站陆续开放，尤其是东海岸各州的投票站，选举开始进行。","news_type":1},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367619648217248,"gmtCreate":1730763638003,"gmtModify":1730770719864,"author":{"id":"4192655591874422","authorId":"4192655591874422","name":"ZMY6641","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192655591874422","authorIdStr":"4192655591874422"},"themes":[],"htmlText":"<a 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