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奔向星辰大海
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仙股杀手
仙股杀手
·
05-08
$华亿金控(08123)$
华亿又有排跌了[开心]
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仙股杀手
仙股杀手
·
05-07
一个使劲吹胀，一个使劲踢爆[开心] [开心] [开心]
美媒称伊朗将在周四回应美方提议，伊朗议长斥责其为“虚假媒体叙事”
双方正在朝着达成一项结束战争的协议而努力。
美媒称伊朗将在周四回应美方提议，伊朗议长斥责其为“虚假媒体叙事”
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仙股杀手
仙股杀手
·
05-05
$中食民安(08283)$
还有四五十分，又有排跌在[开心]
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仙股杀手
仙股杀手
·
05-01
因为代替阿达的产品出来了[开心]
科技巨头AI支出大增，为什么英伟达还跌了？
市场担忧核心在于，谷歌宣布向外部销售自研TPU芯片，亚马逊自研Trainium芯片年化营收突破200亿美元，英伟达最大客户正加速成为其竞争对手。分析师警示此举可能"从根本上颠覆英伟达"，但也有观点认为AI需求爆发式增长下，供给才是瓶颈。
科技巨头AI支出大增，为什么英伟达还跌了？
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仙股杀手
仙股杀手
·
04-27
$恒伟集团控股(08219)$
**，这么急着卖出吗？把股价都搞跌了，想卖出直接挂0.209就好了
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仙股杀手
仙股杀手
·
04-24
$沪上阿姨(02589)$
加盟店到处倒闭关门居然还爆涨，这是要套现走人？？？
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仙股杀手
仙股杀手
·
04-22
你又知道人家没钱了？？？？自家没钱你都没看到吗？[龇牙] [龇牙] [龇牙]
特朗普：伊朗的财政正在崩溃，他们想立即开放霍尔木兹海峡
伊朗的军方和警察都在抱怨没有得到工资。
特朗普：伊朗的财政正在崩溃，他们想立即开放霍尔木兹海峡
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仙股杀手
仙股杀手
·
04-14
不应该说是美国牌段永平吗？
“中国巴菲特”段永平已开始买入泡泡玛特，通过期权方式布局
通过卖出看跌期权的方式开始布局。
“中国巴菲特”段永平已开始买入泡泡玛特，通过期权方式布局
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仙股杀手
仙股杀手
·
2025-11-17
$嘉鼎国际集团(08153)$
垃圾，为什么让这股存在
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仙股杀手
仙股杀手
·
2025-05-15
直接回归才最好
时隔3年，俄乌直接谈判有望重启！谁参加？谈什么？
将是2022年3月以来俄乌首次直接对话。
时隔3年，俄乌直接谈判有望重启！谁参加？谈什么？
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[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561498699990856","repostId":"1124503554","repostType":2,"repost":{"id":"1124503554","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":1778116171,"share":"https://www.laohu8.com/m/news/1124503554?lang=zh_CN&edition=full","pubTime":"2026-05-07 09:09","market":"fut","language":"zh","title":"美媒称伊朗将在周四回应美方提议，伊朗议长斥责其为“虚假媒体叙事”","url":"https://stock-news.laohu8.com/highlight/detail?id=1124503554","media":"老虎资讯综合","summary":"双方正在朝着达成一项结束战争的协议而努力。","content":"<html><head></head><body><p>据CNN：<strong>一位消息人士表示，伊朗预计将于周四向调解人提交关于美国提出的结束战争提议的答复。伊朗一直在对美国提出的提议进行审查，消息人士称，双方正在朝着达成一项结束战争的协议而努力。</strong></p><p>据伊朗Press TV报道，<strong>伊朗议会议长驳斥了近期有关德黑兰与华盛顿之间即将达成某种协议的报道，称这些报道具有误导性，是源自美国的、屡见不鲜的虚假媒体叙事的一部分。</strong>周四，伊朗议会议长卡利巴夫在社交媒体上发文，提及了美国媒体Axios关于此类安排的报道，并讽刺地将其称为“Operation Fauxios”（假装行动）。他指出，此类报道的流传反映了美国媒体报道中的一种惯常模式，尤其是那些援引匿名消息来源的报道——伊朗官员曾多次驳斥这些报道毫无根据，而事后事实也总是证明这些报道是错误的。</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>美媒称伊朗将在周四回应美方提议，伊朗议长斥责其为“虚假媒体叙事”</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美媒称伊朗将在周四回应美方提议，伊朗议长斥责其为“虚假媒体叙事”\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\">2026-05-07 09:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据CNN：<strong>一位消息人士表示，伊朗预计将于周四向调解人提交关于美国提出的结束战争提议的答复。伊朗一直在对美国提出的提议进行审查，消息人士称，双方正在朝着达成一项结束战争的协议而努力。</strong></p><p>据伊朗Press TV报道，<strong>伊朗议会议长驳斥了近期有关德黑兰与华盛顿之间即将达成某种协议的报道，称这些报道具有误导性，是源自美国的、屡见不鲜的虚假媒体叙事的一部分。</strong>周四，伊朗议会议长卡利巴夫在社交媒体上发文，提及了美国媒体Axios关于此类安排的报道，并讽刺地将其称为“Operation Fauxios”（假装行动）。他指出，此类报道的流传反映了美国媒体报道中的一种惯常模式，尤其是那些援引匿名消息来源的报道——伊朗官员曾多次驳斥这些报道毫无根据，而事后事实也总是证明这些报道是错误的。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f667d36a087f6144733e56bd1e3f0377","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124503554","content_text":"据CNN：一位消息人士表示，伊朗预计将于周四向调解人提交关于美国提出的结束战争提议的答复。伊朗一直在对美国提出的提议进行审查，消息人士称，双方正在朝着达成一项结束战争的协议而努力。据伊朗Press TV报道，伊朗议会议长驳斥了近期有关德黑兰与华盛顿之间即将达成某种协议的报道，称这些报道具有误导性，是源自美国的、屡见不鲜的虚假媒体叙事的一部分。周四，伊朗议会议长卡利巴夫在社交媒体上发文，提及了美国媒体Axios关于此类安排的报道，并讽刺地将其称为“Operation Fauxios”（假装行动）。他指出，此类报道的流传反映了美国媒体报道中的一种惯常模式，尤其是那些援引匿名消息来源的报道——伊朗官员曾多次驳斥这些报道毫无根据，而事后事实也总是证明这些报道是错误的。","news_type":1,"symbols_score_info":{"CLmain":2,"BZmain":2}},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560818341672912,"gmtCreate":1777950318652,"gmtModify":1777955266258,"author":{"id":"3493342122005714","authorId":"3493342122005714","name":"仙股杀手","avatar":"https://static.tigerbbs.com/cce5543f38f2fb74c09dad1c08971c13","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3493342122005714","idStr":"3493342122005714"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/08283\">$中食民安(08283)$ </a> 还有四五十分，又有排跌在[开心] ","listText":"<a href=\"https://laohu8.com/S/08283\">$中食民安(08283)$ </a> 还有四五十分，又有排跌在[开心] ","text":"$中食民安(08283)$ 还有四五十分，又有排跌在[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560818341672912","isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559427316704520,"gmtCreate":1777610710414,"gmtModify":1777610712763,"author":{"id":"3493342122005714","authorId":"3493342122005714","name":"仙股杀手","avatar":"https://static.tigerbbs.com/cce5543f38f2fb74c09dad1c08971c13","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3493342122005714","idStr":"3493342122005714"},"themes":[],"title":"","htmlText":"因为代替阿达的产品出来了[开心] ","listText":"因为代替阿达的产品出来了[开心] ","text":"因为代替阿达的产品出来了[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559427316704520","repostId":"2632693334","repostType":2,"repost":{"id":"2632693334","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1777597570,"share":"https://www.laohu8.com/m/news/2632693334?lang=zh_CN&edition=full","pubTime":"2026-05-01 09:06","market":"nz","language":"zh","title":"科技巨头AI支出大增，为什么英伟达还跌了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2632693334","media":"华尔街见闻","summary":"市场担忧核心在于，谷歌宣布向外部销售自研TPU芯片，亚马逊自研Trainium芯片年化营收突破200亿美元，英伟达最大客户正加速成为其竞争对手。分析师警示此举可能\"从根本上颠覆英伟达\"，但也有观点认为AI需求爆发式增长下，供给才是瓶颈。","content":"<html><head></head><body><p>科技巨头密集上调AI资本开支，理应是<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的重大利好，但市场给出了截然相反的答案。</p><p>周四，英伟达股价下跌逾4%，跌破200美元关口，单日跌幅金额近10美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/16762e51c43cc5bb876ef154a63a9cfb\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>此前一晚，<a href=\"https://laohu8.com/S/META\">Meta</a>、Alphabet、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>相继公布财报，四家超大规模云计算商合计预计在2026年投入高达7250亿美元用于AI基础设施建设。</p><p>英伟达占据AI加速芯片市场约90%的份额，按常理，这一投资浪潮本应直接惠及这家芯片巨头。<strong>但是投资者的担忧，当英伟达最重要的客户开始大规模自研芯片，其市场主导地位将面临挑战。</strong></p><p>此前Alphabet宣布将向外部客户销售自研TPU芯片，亚马逊则在财报电话会议上着重强调自研芯片业务的快速增长。</p><h2 id=\"id_2690273616\"><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>TPU"破圈"，触动市场最敏感神经</h2><p><strong>Alphabet宣布，将向外部精选客户销售自研TPU芯片，客户可将其部署于自有数据中心基础设施之中。</strong></p><p>此前，TPU几乎完全服务于<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>内部生态。一旦面向外部商业化，TPU将从英伟达GPU的潜在竞争者，演变为具有实质威胁的市场对手。</p><p>尽管TPU在通用灵活性上普遍被认为不及英伟达的解决方案，但针对特定AI应用场景，其成本效益优势较为突出。</p><p><strong>亚马逊同样在财报电话会议上强调自研芯片业务的扩张势头。</strong></p><p>据彭博报道，亚马逊CEO Andy Jassy表示，该公司芯片业务年化营收已突破200亿美元，同比呈三位数增长，核心产品为自研的Trainium芯片。</p><h2 id=\"id_1253148848\">华尔街分析师：自研芯片浪潮构成"重大风险"</h2><p>对于这一竞争态势，华尔街已有分析师发出明确警示。</p><p>Seaport Research半导体分析师Jay Goldberg直言：</p><blockquote><p>这有可能从根本上颠覆英伟达，我认为这是相当重大的风险。</p></blockquote><p>Goldberg的逻辑基于超大规模云计算商的体量与资本实力。这些公司既是英伟达最大的客户，也在持续投入资源成为其竞争者。</p><p>Alphabet第一财季云收入同比增长63%至200.3亿美元，订单积压接近翻倍至逾4600亿美元，<strong>其中相当部分由内部TPU承接。</strong></p><p>Meta则在将2026年资本开支指引上调至1250亿至1450亿美元的同时，<strong>同步推进MTIA自研芯片项目。</strong></p><p><strong>不过，并非所有分析师都认同这一悲观判断。</strong></p><p>Bernstein Research的Stacy Rasgon提出反驳，认为"纠结于谁赢谁输是错误的问题"。他的逻辑在于：<strong>AI智能体的兴起令计算需求呈爆发式增长，当前制约行业的关键因素是供给，而非需求。</strong></p><p>在此背景下，所有具备可信产能的芯片制造商，包括英伟达均能实现产能满销。</p><p>英伟达目前握有952亿美元供应承诺，合作客户覆盖OpenAI、Anthropic、<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>及Meta等头部机构。</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>科技巨头AI支出大增，为什么英伟达还跌了？</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; 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*/\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科技巨头AI支出大增，为什么英伟达还跌了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-05-01 09:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>科技巨头密集上调AI资本开支，理应是<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的重大利好，但市场给出了截然相反的答案。</p><p>周四，英伟达股价下跌逾4%，跌破200美元关口，单日跌幅金额近10美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/16762e51c43cc5bb876ef154a63a9cfb\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>此前一晚，<a href=\"https://laohu8.com/S/META\">Meta</a>、Alphabet、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>相继公布财报，四家超大规模云计算商合计预计在2026年投入高达7250亿美元用于AI基础设施建设。</p><p>英伟达占据AI加速芯片市场约90%的份额，按常理，这一投资浪潮本应直接惠及这家芯片巨头。<strong>但是投资者的担忧，当英伟达最重要的客户开始大规模自研芯片，其市场主导地位将面临挑战。</strong></p><p>此前Alphabet宣布将向外部客户销售自研TPU芯片，亚马逊则在财报电话会议上着重强调自研芯片业务的快速增长。</p><h2 id=\"id_2690273616\"><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>TPU"破圈"，触动市场最敏感神经</h2><p><strong>Alphabet宣布，将向外部精选客户销售自研TPU芯片，客户可将其部署于自有数据中心基础设施之中。</strong></p><p>此前，TPU几乎完全服务于<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>内部生态。一旦面向外部商业化，TPU将从英伟达GPU的潜在竞争者，演变为具有实质威胁的市场对手。</p><p>尽管TPU在通用灵活性上普遍被认为不及英伟达的解决方案，但针对特定AI应用场景，其成本效益优势较为突出。</p><p><strong>亚马逊同样在财报电话会议上强调自研芯片业务的扩张势头。</strong></p><p>据彭博报道，亚马逊CEO Andy Jassy表示，该公司芯片业务年化营收已突破200亿美元，同比呈三位数增长，核心产品为自研的Trainium芯片。</p><h2 id=\"id_1253148848\">华尔街分析师：自研芯片浪潮构成"重大风险"</h2><p>对于这一竞争态势，华尔街已有分析师发出明确警示。</p><p>Seaport Research半导体分析师Jay Goldberg直言：</p><blockquote><p>这有可能从根本上颠覆英伟达，我认为这是相当重大的风险。</p></blockquote><p>Goldberg的逻辑基于超大规模云计算商的体量与资本实力。这些公司既是英伟达最大的客户，也在持续投入资源成为其竞争者。</p><p>Alphabet第一财季云收入同比增长63%至200.3亿美元，订单积压接近翻倍至逾4600亿美元，<strong>其中相当部分由内部TPU承接。</strong></p><p>Meta则在将2026年资本开支指引上调至1250亿至1450亿美元的同时，<strong>同步推进MTIA自研芯片项目。</strong></p><p><strong>不过，并非所有分析师都认同这一悲观判断。</strong></p><p>Bernstein Research的Stacy Rasgon提出反驳，认为"纠结于谁赢谁输是错误的问题"。他的逻辑在于：<strong>AI智能体的兴起令计算需求呈爆发式增长，当前制约行业的关键因素是供给，而非需求。</strong></p><p>在此背景下，所有具备可信产能的芯片制造商，包括英伟达均能实现产能满销。</p><p>英伟达目前握有952亿美元供应承诺，合作客户覆盖OpenAI、Anthropic、<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>及Meta等头部机构。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00B5949003.HKD":"JANUS 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11:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国总统特朗普：伊朗的财政正在崩溃！他们想立即开放霍尔木兹海峡——急需现金！每天损失5亿美元。伊朗的军方和警察都在抱怨没有得到工资。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/16a8469fe1ccfcc42fd07de1edebfccc","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145708918","content_text":"美国总统特朗普：伊朗的财政正在崩溃！他们想立即开放霍尔木兹海峡——急需现金！每天损失5亿美元。伊朗的军方和警察都在抱怨没有得到工资。","news_type":1,"symbols_score_info":{"CLmain":2,"BZmain":2}},"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553382055000360,"gmtCreate":1776137683994,"gmtModify":1776137686641,"author":{"id":"3493342122005714","authorId":"3493342122005714","name":"仙股杀手","avatar":"https://static.tigerbbs.com/cce5543f38f2fb74c09dad1c08971c13","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3493342122005714","idStr":"3493342122005714"},"themes":[],"title":"","htmlText":"不应该说是美国牌段永平吗？","listText":"不应该说是美国牌段永平吗？","text":"不应该说是美国牌段永平吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553382055000360","repostId":"1152753725","repostType":2,"repost":{"id":"1152753725","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":1776136337,"share":"https://www.laohu8.com/m/news/1152753725?lang=zh_CN&edition=full","pubTime":"2026-04-14 11:12","market":"hk","language":"zh","title":"“中国巴菲特”段永平已开始买入泡泡玛特，通过期权方式布局","url":"https://stock-news.laohu8.com/highlight/detail?id=1152753725","media":"老虎资讯综合","summary":"通过卖出看跌期权的方式开始布局。","content":"<html><head></head><body><p>近日，“中国巴菲特”段永平频频提起 <a href=\"https://laohu8.com/S/09992\">泡泡玛特</a> 并公开表示“我的泡泡玛特保险公司正式开张了”。这表明段永平已经开始买入泡泡玛特，通过卖出看跌期权的方式开始布局。</p><p>此前，段永平在评价泡泡玛特2025年年报时说，财报的盈利激发他的好奇心，连续好几天去理解泡泡玛特，“很久没有过这种兴奋感了。”段永平还称：“泡泡玛特的壁垒远比想象中强大。”他认为泡泡玛特的壁垒目前看上去有几个：已经建立起来的用户关注度（品牌），艺术家的签约壁垒，全球各地的门店，强大的王宁和他的team（包括生产、物流X品质以及一切及其他）。</p><p>泡泡玛特盘中直线拉升。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/558a8f07365609b70492f22f474cf7b6\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></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\" 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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“中国巴菲特”段永平已开始买入泡泡玛特，通过期权方式布局\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\">2026-04-14 11:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>近日，“中国巴菲特”段永平频频提起 <a href=\"https://laohu8.com/S/09992\">泡泡玛特</a> 并公开表示“我的泡泡玛特保险公司正式开张了”。这表明段永平已经开始买入泡泡玛特，通过卖出看跌期权的方式开始布局。</p><p>此前，段永平在评价泡泡玛特2025年年报时说，财报的盈利激发他的好奇心，连续好几天去理解泡泡玛特，“很久没有过这种兴奋感了。”段永平还称：“泡泡玛特的壁垒远比想象中强大。”他认为泡泡玛特的壁垒目前看上去有几个：已经建立起来的用户关注度（品牌），艺术家的签约壁垒，全球各地的门店，强大的王宁和他的team（包括生产、物流X品质以及一切及其他）。</p><p>泡泡玛特盘中直线拉升。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/558a8f07365609b70492f22f474cf7b6\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/30dc37d452f250ce3fb402a1655ca971","relate_stocks":{"09992":"泡泡玛特"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152753725","content_text":"近日，“中国巴菲特”段永平频频提起 泡泡玛特 并公开表示“我的泡泡玛特保险公司正式开张了”。这表明段永平已经开始买入泡泡玛特，通过卖出看跌期权的方式开始布局。此前，段永平在评价泡泡玛特2025年年报时说，财报的盈利激发他的好奇心，连续好几天去理解泡泡玛特，“很久没有过这种兴奋感了。”段永平还称：“泡泡玛特的壁垒远比想象中强大。”他认为泡泡玛特的壁垒目前看上去有几个：已经建立起来的用户关注度（品牌），艺术家的签约壁垒，全球各地的门店，强大的王宁和他的team（包括生产、物流X品质以及一切及其他）。泡泡玛特盘中直线拉升。","news_type":1,"symbols_score_info":{"09992":2}},"isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501037523194016,"gmtCreate":1763364598113,"gmtModify":1763364882161,"author":{"id":"3493342122005714","authorId":"3493342122005714","name":"仙股杀手","avatar":"https://static.tigerbbs.com/cce5543f38f2fb74c09dad1c08971c13","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3493342122005714","idStr":"3493342122005714"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/08153\">$嘉鼎国际集团(08153)$ </a> 垃圾，为什么让这股存在","listText":"<a href=\"https://laohu8.com/S/08153\">$嘉鼎国际集团(08153)$ </a> 垃圾，为什么让这股存在","text":"$嘉鼎国际集团(08153)$ 垃圾，为什么让这股存在","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501037523194016","isVote":1,"tweetType":1,"viewCount":2500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435302548476608,"gmtCreate":1747284031044,"gmtModify":1747284032945,"author":{"id":"3493342122005714","authorId":"3493342122005714","name":"仙股杀手","avatar":"https://static.tigerbbs.com/cce5543f38f2fb74c09dad1c08971c13","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3493342122005714","idStr":"3493342122005714"},"themes":[],"title":"","htmlText":"直接回归才最好","listText":"直接回归才最好","text":"直接回归才最好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435302548476608","repostId":"1181992948","repostType":2,"repost":{"id":"1181992948","kind":"news","pubTimestamp":1747283076,"share":"https://www.laohu8.com/m/news/1181992948?lang=zh_CN&edition=full","pubTime":"2025-05-15 12:24","market":"fut","language":"zh","title":"时隔3年，俄乌直接谈判有望重启！谁参加？谈什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1181992948","media":"央视新闻","summary":"将是2022年3月以来俄乌首次直接对话。","content":"<html><head></head><body><p>俄罗斯和乌克兰计划5月15日在土耳其伊斯坦布尔进行直接谈判。普京已确定俄方代表团名单，美国国务卿鲁比奥已抵达土耳其。此次会谈将是2022年3月以来俄乌首次直接对话。</p><p><strong>谁参加？</strong></p><p><strong>俄方：谈判人员包含高级官员及专家</strong></p><p>当地时间14日，据克里姆林宫网站发布的消息，<strong>俄罗斯总统普京确定俄乌谈判俄方代表团名单。</strong></p><p>俄方代表团包括总统助理梅津斯基、外交部副部长加卢津、武装力量总参谋部总局局长科斯秋科夫、国防部副部长福明以及4名专家组成员。</p><p>据悉，这4名专家组成员为来自俄罗斯武装力量总参谋部信息管理局、俄总统人道主义国家政策局、外交部独联体事务第二司、国防部国际军事合作总局的官员。</p><p><strong>乌方：尚未公布具体成员名单</strong></p><p>当地时间14日，路透社援引消息人士称，<strong>乌克兰总统泽连斯基已启程前往土耳其。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7fcaa3180017c2b00941271df1581bc\" title=\"\" tg-width=\"800\" tg-height=\"533\"/></p><p>乌克兰总统泽连斯基在例行视频讲话中表示，<strong>目前正在等待俄罗斯确认参加土耳其伊斯坦布尔会谈的代表团组成，然后规划乌克兰的行动，</strong>泽连斯基说，“今天我们与团队就土耳其会谈的形式举行了多次会议。我正在等待俄罗斯方面的人员抵达，然后我会确定乌克兰应该采取哪些措施。我们也听说美国总统特朗普正在考虑访问土耳其的可能性。”</p><p><strong>美国务卿鲁比奥已抵达土耳其</strong></p><p>美国国务卿鲁比奥14日已抵达土耳其，为可能举行的乌克兰和俄罗斯会谈做准备。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1521327ece72cb0f2f603d8267450be\" title=\"\" tg-width=\"949\" tg-height=\"632\"/></p><p>根据美方13日发布的消息，美国国务卿鲁比奥、美国中东问题特使威特科夫和乌克兰事务特使基思·凯洛格将前往土耳其伊斯坦布尔参加可能举行的俄乌谈判。美国国务院13日表示，美方认为此次俄乌谈判是实现和平的“关键机会”。</p><p><strong>谈什么？</strong></p><p><strong>“讨论‘海量’技术性问题”</strong></p><p>13日，俄外交部副部长里亚布科夫表示，俄罗斯方面将在谈判中提出的<strong>议题包括如何确保可靠、可持续地解决当前的冲突局势，解决冲突的根源。</strong>里亚布科夫没有预测会谈可能的结果，但强调，俄罗斯愿意认真负责地进行谈判。</p><p>俄罗斯总统助理乌沙科夫此前在接受采访时说，俄代表团将在土耳其伊斯坦布尔举行的俄乌谈判中<strong>讨论政治和“海量”技术性问题。</strong></p><p><strong>佩斯科夫：目前谈及俄乌谈判的内容和结果为时尚早</strong></p><p>当地时间5月14日，俄罗斯总统新闻秘书佩斯科夫在回答总台记者提问时表示，<strong>目前谈及俄乌谈判的内容和结果为时尚早。</strong>俄罗斯代表团15日将在土耳其等待乌克兰代表团。目前俄方不清楚乌克兰代表团的组成，也不清楚以何种方式进行谈判。在此情况下，应对谈判抱有耐心。他还指出，在将开启的谈判中，必须考虑到新阶段新的现实情况。</p><p><strong>乌方：若与普京会谈，全面停火和交换战俘将是主要议题</strong></p><p>泽连斯基13日强调，<strong>他已经准备好与普京举行会谈，至于除最高领导人之间的直接会谈以外其他形式的会谈，目前没有进行准备或讨论。</strong>他强调，乌克兰始终持建设性立场，支持一切能够结束冲突的路径。泽连斯基表示，如与普京会谈，全面停火和交换战俘将是主要议题。</p><p><strong>俄乌冲突爆发后双方曾进行多轮谈判</strong></p><p>2022年2月俄乌冲突爆发后不久，俄乌就曾进行了多轮谈判。当时，双方曾在很多问题上接近达成一致。</p><p>2022年2月底至3月初，俄乌双方曾在白俄罗斯举行三轮谈判。第四轮谈判在线上举行。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f84508138c3796db78d8ca7dde8adbbc\" title=\"△2022年3月29日，第五轮俄乌谈判\" tg-width=\"800\" tg-height=\"533\"/><span>△2022年3月29日，第五轮俄乌谈判</span></p><p>2022年3月29日，第五轮俄乌谈判在土耳其伊斯坦布尔举行。经过此轮谈判，俄乌双方虽然仍存在分歧，却在许多关键问题上接近达成一致。俄方承诺将大幅减少基辅和切尔尼戈夫方向的军事行动，乌方提出在国际安全保障下确立中立地位。</p><p>然而，当年4月之后，俄乌谈判中断。</p><p><strong>今年3月 美与俄乌穿梭会谈未解决问题</strong></p><p>今年3月23日至25日，美国与俄罗斯、乌克兰在沙特利雅得分别举行会谈。3月24日，俄美两国专业技术代表团进行会谈。3月23日和25日，由军方、外交官和能源官员组成的乌方代表团与美方代表团就停火“技术”问题进行磋商。</p><p>虽然美方声称，美国与俄乌在黑海确保航行安全、禁止攻击俄乌两国能源设施的问题上达成一致，但实际上，三方在停火条件、安全保障等诸多实质性问题上分歧明显，并不能解决俄乌在各自核心诉求上的分歧，更难言解决冲突、实现全面停火。</p></body></html>","source":"YSXW","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>时隔3年，俄乌直接谈判有望重启！谁参加？谈什么？</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时隔3年，俄乌直接谈判有望重启！谁参加？谈什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-15 12:24 北京时间 <a href=https://mp.weixin.qq.com/s/tyxgjFdSLhlzRD5DI6sVnw><strong>央视新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>俄罗斯和乌克兰计划5月15日在土耳其伊斯坦布尔进行直接谈判。普京已确定俄方代表团名单，美国国务卿鲁比奥已抵达土耳其。此次会谈将是2022年3月以来俄乌首次直接对话。谁参加？俄方：谈判人员包含高级官员及专家当地时间14日，据克里姆林宫网站发布的消息，俄罗斯总统普京确定俄乌谈判俄方代表团名单。俄方代表团包括总统助理梅津斯基、外交部副部长加卢津、武装力量总参谋部总局局长科斯秋科夫、国防部副部长福明以及4...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/tyxgjFdSLhlzRD5DI6sVnw\">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/320d265c38f822946950158e17914534","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/tyxgjFdSLhlzRD5DI6sVnw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181992948","content_text":"俄罗斯和乌克兰计划5月15日在土耳其伊斯坦布尔进行直接谈判。普京已确定俄方代表团名单，美国国务卿鲁比奥已抵达土耳其。此次会谈将是2022年3月以来俄乌首次直接对话。谁参加？俄方：谈判人员包含高级官员及专家当地时间14日，据克里姆林宫网站发布的消息，俄罗斯总统普京确定俄乌谈判俄方代表团名单。俄方代表团包括总统助理梅津斯基、外交部副部长加卢津、武装力量总参谋部总局局长科斯秋科夫、国防部副部长福明以及4名专家组成员。据悉，这4名专家组成员为来自俄罗斯武装力量总参谋部信息管理局、俄总统人道主义国家政策局、外交部独联体事务第二司、国防部国际军事合作总局的官员。乌方：尚未公布具体成员名单当地时间14日，路透社援引消息人士称，乌克兰总统泽连斯基已启程前往土耳其。乌克兰总统泽连斯基在例行视频讲话中表示，目前正在等待俄罗斯确认参加土耳其伊斯坦布尔会谈的代表团组成，然后规划乌克兰的行动，泽连斯基说，“今天我们与团队就土耳其会谈的形式举行了多次会议。我正在等待俄罗斯方面的人员抵达，然后我会确定乌克兰应该采取哪些措施。我们也听说美国总统特朗普正在考虑访问土耳其的可能性。”美国务卿鲁比奥已抵达土耳其美国国务卿鲁比奥14日已抵达土耳其，为可能举行的乌克兰和俄罗斯会谈做准备。根据美方13日发布的消息，美国国务卿鲁比奥、美国中东问题特使威特科夫和乌克兰事务特使基思·凯洛格将前往土耳其伊斯坦布尔参加可能举行的俄乌谈判。美国国务院13日表示，美方认为此次俄乌谈判是实现和平的“关键机会”。谈什么？“讨论‘海量’技术性问题”13日，俄外交部副部长里亚布科夫表示，俄罗斯方面将在谈判中提出的议题包括如何确保可靠、可持续地解决当前的冲突局势，解决冲突的根源。里亚布科夫没有预测会谈可能的结果，但强调，俄罗斯愿意认真负责地进行谈判。俄罗斯总统助理乌沙科夫此前在接受采访时说，俄代表团将在土耳其伊斯坦布尔举行的俄乌谈判中讨论政治和“海量”技术性问题。佩斯科夫：目前谈及俄乌谈判的内容和结果为时尚早当地时间5月14日，俄罗斯总统新闻秘书佩斯科夫在回答总台记者提问时表示，目前谈及俄乌谈判的内容和结果为时尚早。俄罗斯代表团15日将在土耳其等待乌克兰代表团。目前俄方不清楚乌克兰代表团的组成，也不清楚以何种方式进行谈判。在此情况下，应对谈判抱有耐心。他还指出，在将开启的谈判中，必须考虑到新阶段新的现实情况。乌方：若与普京会谈，全面停火和交换战俘将是主要议题泽连斯基13日强调，他已经准备好与普京举行会谈，至于除最高领导人之间的直接会谈以外其他形式的会谈，目前没有进行准备或讨论。他强调，乌克兰始终持建设性立场，支持一切能够结束冲突的路径。泽连斯基表示，如与普京会谈，全面停火和交换战俘将是主要议题。俄乌冲突爆发后双方曾进行多轮谈判2022年2月俄乌冲突爆发后不久，俄乌就曾进行了多轮谈判。当时，双方曾在很多问题上接近达成一致。2022年2月底至3月初，俄乌双方曾在白俄罗斯举行三轮谈判。第四轮谈判在线上举行。△2022年3月29日，第五轮俄乌谈判2022年3月29日，第五轮俄乌谈判在土耳其伊斯坦布尔举行。经过此轮谈判，俄乌双方虽然仍存在分歧，却在许多关键问题上接近达成一致。俄方承诺将大幅减少基辅和切尔尼戈夫方向的军事行动，乌方提出在国际安全保障下确立中立地位。然而，当年4月之后，俄乌谈判中断。今年3月 美与俄乌穿梭会谈未解决问题今年3月23日至25日，美国与俄罗斯、乌克兰在沙特利雅得分别举行会谈。3月24日，俄美两国专业技术代表团进行会谈。3月23日和25日，由军方、外交官和能源官员组成的乌方代表团与美方代表团就停火“技术”问题进行磋商。虽然美方声称，美国与俄乌在黑海确保航行安全、禁止攻击俄乌两国能源设施的问题上达成一致，但实际上，三方在停火条件、安全保障等诸多实质性问题上分歧明显，并不能解决俄乌在各自核心诉求上的分歧，更难言解决冲突、实现全面停火。","news_type":1,"symbols_score_info":{"CLmain":1.1,"GCmain":1.1}},"isVote":1,"tweetType":1,"viewCount":2127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}