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交易之旅
天下熙熙皆为利来，天下攘攘皆为利往。
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交易之旅
交易之旅
·
03-04
特斯拉，他死拉。
特斯拉董事长出售约3370万美元特斯拉股票
3月4日，当地时间3月3日，$特斯拉(TSLA)$向美国证券交易委员会（SEC）提交的文件显示，特斯拉董事长罗宾·丹霍姆（Robyn Denholm）减持112390股特斯拉普通股，价值约为3370万美元。
特斯拉董事长出售约3370万美元特斯拉股票
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交易之旅
交易之旅
·
03-01
刚杀了多，又来杀空
特朗普将于3月7日在白宫主持加密货币峰会
3月1日，白宫周五表示，美国总统特朗普将于3月7日主持一场加密货币峰会。白宫表示，特朗普将在活动上发表讲话，届时将有来自加密行业的首席执行官、投资者等人出席。
特朗普将于3月7日在白宫主持加密货币峰会
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交易之旅
交易之旅
·
02-21
这种“新闻”的意义何在？
特朗普政府监管开启，特斯拉(TSLA.US)因违反工作场所安全规定被指控
美国联邦监管机构指控特斯拉（TSLA.US）在得克萨斯州奥斯汀超级工厂违反了工作场所安全规定。
特朗普政府监管开启，特斯拉(TSLA.US)因违反工作场所安全规定被指控
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交易之旅
交易之旅
·
02-03
谈判高手
美股直线拉升！特朗普确认暂停对墨西哥加征关税
辛鲍姆表示与特朗普进行了良好的会谈。
美股直线拉升！特朗普确认暂停对墨西哥加征关税
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交易之旅
交易之旅
·
01-30
这篇文章，是用ds写的吧？
DeepSeek抢镜巨头财报会！微软：有真创新且R1上云了、Meta：学习且加大投入、ASML：实际是利好
微软CEO Satya Nadella称DeepSeek"确实有一些创新"，并认为AI成本下降是大趋势；Zuckerberg表示，Meta将DeepSeek视为新的竞争对手并正在学习，但现在判断芯片需求是否会停止增长还为时尚早；ASML的CEO Christophe Fouquet认为，像DeepSeek这样的低成本AI模型将带来更多而非更少的AI芯片需求。
DeepSeek抢镜巨头财报会！微软：有真创新且R1上云了、Meta：学习且加大投入、ASML：实际是利好
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交易之旅
交易之旅
·
01-29
感谢老虎证券
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交易之旅
交易之旅
·
01-27
尿性不改啊。
非常抱歉，此主贴已删除
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交易之旅
交易之旅
·
01-03
来了
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交易之旅
交易之旅
·
2024-12-16
坐等继续拉升的感觉
MicroStrategy通过出售股票又购买了价值15亿美元的比特币
其目前拥有价值大约450亿美元的比特币。
MicroStrategy通过出售股票又购买了价值15亿美元的比特币
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交易之旅
交易之旅
·
2024-12-07
正在修行路上
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href=\"https://laohu8.com/S/TSLA\">特斯拉</a>向美国证券交易委员会（SEC）提交的文件显示，特斯拉董事长罗宾·丹霍姆（Robyn Denholm）减持112390股特斯拉普通股，价值约为3370万美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a14c1babfa5f232330687928a37b1a4\" tg-width=\"1872\" tg-height=\"700\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1839511570.USD":"WELLS FARGO GLOBAL 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Denholm）减持112390股特斯拉普通股，价值约为3370万美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408838416069040,"gmtCreate":1740832025057,"gmtModify":1740832026696,"author":{"id":"3573291056330294","authorId":"3573291056330294","name":"交易之旅","avatar":"https://static.tigerbbs.com/e034203ad63bf9a8254c977f77e73f98","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573291056330294","authorIdStr":"3573291056330294"},"themes":[],"htmlText":"刚杀了多，又来杀空","listText":"刚杀了多，又来杀空","text":"刚杀了多，又来杀空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408838416069040","repostId":"1193979792","repostType":4,"repost":{"id":"1193979792","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":1740795561,"share":"https://www.laohunote.com/m/news/1193979792?lang=&edition=full","pubTime":"2025-03-01 10:19","market":"us","language":"zh","title":"特朗普将于3月7日在白宫主持加密货币峰会","url":"https://stock-news.laohu8.com/highlight/detail?id=1193979792","media":"老虎资讯综合","summary":"3月1日，白宫周五表示，美国总统特朗普将于3月7日主持一场加密货币峰会。白宫表示，特朗普将在活动上发表讲话，届时将有来自加密行业的首席执行官、投资者等人出席。","content":"<html><head></head><body><p>3月1日，白宫周五表示，美国总统特朗普将于3月7日主持一场加密货币峰会。白宫表示，特朗普将在活动上发表讲话，届时将有来自加密行业的首席执行官、投资者等人出席。</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>特朗普将于3月7日在白宫主持加密货币峰会</title>\n<style 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10:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月1日，白宫周五表示，美国总统特朗普将于3月7日主持一场加密货币峰会。白宫表示，特朗普将在活动上发表讲话，届时将有来自加密行业的首席执行官、投资者等人出席。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2b6ee35d5e3953381b46896042cc8e62","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193979792","content_text":"3月1日，白宫周五表示，美国总统特朗普将于3月7日主持一场加密货币峰会。白宫表示，特朗普将在活动上发表讲话，届时将有来自加密行业的首席执行官、投资者等人出席。","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405910071480576,"gmtCreate":1740125794838,"gmtModify":1740125796780,"author":{"id":"3573291056330294","authorId":"3573291056330294","name":"交易之旅","avatar":"https://static.tigerbbs.com/e034203ad63bf9a8254c977f77e73f98","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573291056330294","authorIdStr":"3573291056330294"},"themes":[],"htmlText":"这种“新闻”的意义何在？","listText":"这种“新闻”的意义何在？","text":"这种“新闻”的意义何在？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405910071480576","repostId":"2512440662","repostType":2,"repost":{"id":"2512440662","kind":"highlight","pubTimestamp":1740059297,"share":"https://www.laohunote.com/m/news/2512440662?lang=&edition=full","pubTime":"2025-02-20 21:48","market":"sh","language":"zh","title":"特朗普政府监管开启，特斯拉(TSLA.US)因违反工作场所安全规定被指控","url":"https://stock-news.laohu8.com/highlight/detail?id=2512440662","media":"智通财经网","summary":"美国联邦监管机构指控特斯拉（TSLA.US）在得克萨斯州奥斯汀超级工厂违反了工作场所安全规定。","content":"<html><body><div> <p>智通财经APP获悉，美国联邦监管机构指控<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)在得克萨斯州奥斯汀超级工厂违反了工作场所安全规定。美国劳工部在向路透社提供的一份声明中证实了这一调查结果。该部门并未透露特斯拉违反工作场所安全规定的具体情况，也未说明是否对其处以罚款。</p><p>此次调查由美国职业安全与健康管理局(OSHA)开展，起因是8月1日，在得克萨斯州特斯拉工厂工作的电工老维克多·戈麦斯(Victor Gomez Sr. )死亡，事故发生后OSHA立即展开调查。有报道称，戈麦斯在检查工厂的配电盘时不幸身亡。一起针对特斯拉的诉讼指控该公司存在疏忽，因为配电盘按规定本应处于断电状态。</p><p>负责监管开展此次调查机构美国职业安全与健康管理局(OSHA)的部门表示：“调查已结束，相关处罚通知书也已发出。”</p><p>这起针对特斯拉的案件是特朗普政府执政期间首批得到处理的案件之一，目前人们对该公司在政府对其自动驾驶技术的调查和监管下将如何应对存在诸多疑问。</p><p>投资集团负责人维克多·德古诺夫(Victor Dergunov)仍看好特斯拉，但他认为，由于特斯拉汽车及其他产品的销量低于预期，公司可能会面临阻力，其股价或将受到负面影响，尤其是在当前这个“充满不确定性的阶段”。</p><p>周四，特斯拉股价在盘前交易中微涨0.5%，至362.45美元，其52周股价区间为138.80美元至488.54美元。</p> <div></div> </div></body></html>","source":"highlight_zhitongcaijin","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>特朗普政府监管开启，特斯拉(TSLA.US)因违反工作场所安全规定被指控</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; 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class=\"title\">\n特朗普政府监管开启，特斯拉(TSLA.US)因违反工作场所安全规定被指控\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-20 21:48 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1252433.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，美国联邦监管机构指控特斯拉(TSLA.US)在得克萨斯州奥斯汀超级工厂违反了工作场所安全规定。美国劳工部在向路透社提供的一份声明中证实了这一调查结果。该部门并未透露特斯拉违反工作场所安全规定的具体情况，也未说明是否对其处以罚款。此次调查由美国职业安全与健康管理局(OSHA)开展，起因是8月1日，在得克萨斯州特斯拉工厂工作的电工老维克多·戈麦斯(Victor Gomez Sr. ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1252433.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20250220/20250220214828_16227.png?x-oss-process=image/format,jpg/quality,Q_80&image_source=-1","relate_stocks":{"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","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1551013342.USD":"Allianz 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)死亡，事故发生后OSHA立即展开调查。有报道称，戈麦斯在检查工厂的配电盘时不幸身亡。一起针对特斯拉的诉讼指控该公司存在疏忽，因为配电盘按规定本应处于断电状态。负责监管开展此次调查机构美国职业安全与健康管理局(OSHA)的部门表示：“调查已结束，相关处罚通知书也已发出。”这起针对特斯拉的案件是特朗普政府执政期间首批得到处理的案件之一，目前人们对该公司在政府对其自动驾驶技术的调查和监管下将如何应对存在诸多疑问。投资集团负责人维克多·德古诺夫(Victor Dergunov)仍看好特斯拉，但他认为，由于特斯拉汽车及其他产品的销量低于预期，公司可能会面临阻力，其股价或将受到负面影响，尤其是在当前这个“充满不确定性的阶段”。周四，特斯拉股价在盘前交易中微涨0.5%，至362.45美元，其52周股价区间为138.80美元至488.54美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399672111153264,"gmtCreate":1738598510657,"gmtModify":1738598512450,"author":{"id":"3573291056330294","authorId":"3573291056330294","name":"交易之旅","avatar":"https://static.tigerbbs.com/e034203ad63bf9a8254c977f77e73f98","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573291056330294","authorIdStr":"3573291056330294"},"themes":[],"htmlText":"谈判高手","listText":"谈判高手","text":"谈判高手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399672111153264","repostId":"1114074780","repostType":4,"repost":{"id":"1114074780","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":1738596364,"share":"https://www.laohunote.com/m/news/1114074780?lang=&edition=full","pubTime":"2025-02-03 23:26","market":"us","language":"zh","title":"美股直线拉升！特朗普确认暂停对墨西哥加征关税","url":"https://stock-news.laohu8.com/highlight/detail?id=1114074780","media":"老虎资讯综合","summary":"辛鲍姆表示与特朗普进行了良好的会谈。","content":"<html><head></head><body><p>美国总统特朗普：与墨西哥总统达成一致，决定立即暂停预期的关税一个月。我们将举行由美国国务卿鲁比奥、财政部长贝森特、商务部长卢特尼克和墨西哥官员领导的谈判。期待与辛鲍姆参与这些谈判，力争在我们两国之间达成一项协议。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38404db17e4df7cebef2905d46a9e275\" tg-width=\"602\" tg-height=\"516\"/></p><p>墨西哥总统辛鲍姆：与美国就贸易、移民和安全问题成立工作组。墨西哥希望维持美国-墨西哥-加拿大自由贸易协定（USMCA）。</p><p>此前消息，辛鲍姆表示与美国总统特朗普进行了良好的会谈，促成了一些协议。墨西哥将立即在边境部署1万名国民警卫队，以防止毒品走私进入美国。</p><p>美股三大指数直线拉升！虽未转涨，但目前均维持在日内高位。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cc3abeaa2d752c9c75bbbdb94f843c1\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d7c483f4a465835db50e513d9da73e0\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cf5a2019ae4231469a84b1480b6c49f\" 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>美股直线拉升！特朗普确认暂停对墨西哥加征关税</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股直线拉升！特朗普确认暂停对墨西哥加征关税\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-02-03 23:26</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：与墨西哥总统达成一致，决定立即暂停预期的关税一个月。我们将举行由美国国务卿鲁比奥、财政部长贝森特、商务部长卢特尼克和墨西哥官员领导的谈判。期待与辛鲍姆参与这些谈判，力争在我们两国之间达成一项协议。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38404db17e4df7cebef2905d46a9e275\" tg-width=\"602\" tg-height=\"516\"/></p><p>墨西哥总统辛鲍姆：与美国就贸易、移民和安全问题成立工作组。墨西哥希望维持美国-墨西哥-加拿大自由贸易协定（USMCA）。</p><p>此前消息，辛鲍姆表示与美国总统特朗普进行了良好的会谈，促成了一些协议。墨西哥将立即在边境部署1万名国民警卫队，以防止毒品走私进入美国。</p><p>美股三大指数直线拉升！虽未转涨，但目前均维持在日内高位。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cc3abeaa2d752c9c75bbbdb94f843c1\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d7c483f4a465835db50e513d9da73e0\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cf5a2019ae4231469a84b1480b6c49f\" 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/6e61cabe8c2d77a96eb8c34fdc57df7c","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114074780","content_text":"美国总统特朗普：与墨西哥总统达成一致，决定立即暂停预期的关税一个月。我们将举行由美国国务卿鲁比奥、财政部长贝森特、商务部长卢特尼克和墨西哥官员领导的谈判。期待与辛鲍姆参与这些谈判，力争在我们两国之间达成一项协议。墨西哥总统辛鲍姆：与美国就贸易、移民和安全问题成立工作组。墨西哥希望维持美国-墨西哥-加拿大自由贸易协定（USMCA）。此前消息，辛鲍姆表示与美国总统特朗普进行了良好的会谈，促成了一些协议。墨西哥将立即在边境部署1万名国民警卫队，以防止毒品走私进入美国。美股三大指数直线拉升！虽未转涨，但目前均维持在日内高位。","news_type":1},"isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398078102876608,"gmtCreate":1738209555559,"gmtModify":1738209557406,"author":{"id":"3573291056330294","authorId":"3573291056330294","name":"交易之旅","avatar":"https://static.tigerbbs.com/e034203ad63bf9a8254c977f77e73f98","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573291056330294","authorIdStr":"3573291056330294"},"themes":[],"htmlText":"这篇文章，是用ds写的吧？","listText":"这篇文章，是用ds写的吧？","text":"这篇文章，是用ds写的吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398078102876608","repostId":"2507695443","repostType":4,"repost":{"id":"2507695443","kind":"news","pubTimestamp":1738202136,"share":"https://www.laohunote.com/m/news/2507695443?lang=&edition=full","pubTime":"2025-01-30 09:55","market":"us","language":"zh","title":"DeepSeek抢镜巨头财报会！微软：有真创新且R1上云了、Meta：学习且加大投入、ASML：实际是利好","url":"https://stock-news.laohu8.com/highlight/detail?id=2507695443","media":"华尔街见闻","summary":"微软CEO Satya Nadella称DeepSeek\"确实有一些创新\"，并认为AI成本下降是大趋势；Zuckerberg表示，Meta将DeepSeek视为新的竞争对手并正在学习，但现在判断芯片需求是否会停止增长还为时尚早；ASML的CEO Christophe Fouquet认为，像DeepSeek这样的低成本AI模型将带来更多而非更少的AI芯片需求。","content":"<html><head></head><body><blockquote><p>微软CEO Satya Nadella称DeepSeek"确实有一些创新"，并认为AI成本下降是大趋势；Zuckerberg表示，Meta将DeepSeek视为新的竞争对手并正在学习，但现在判断芯片需求是否会停止增长还为时尚早；ASML的CEO Christophe Fouquet认为，像DeepSeek这样的低成本AI模型将带来更多而非更少的AI芯片需求。</p></blockquote><p style=\"text-align: justify;\">DeepSeek的横空出世无疑给全球AI行业带来了新的变数。</p><p style=\"text-align: justify;\">R1以低成本、高性能的特点，不仅震撼了华尔街，更引发了对科技巨头AI巨额投资的质疑。周一，英特尔市值蒸发近 6000 亿美元，创下美国历史上公司单日最大跌幅，而 ASML 和其他半导体股也遭遇重创。</p><p style=\"text-align: justify;\">在此背景下，多家科技巨头相继发布财报，DeepSeek成为不可回避的话题。</p><p style=\"text-align: justify;\">从ASML、Meta和微软的回应来看，他们并未因此动摇继续大规模投资AI的决心。这些科技巨头认为，AI成本下降反而可能带来更多机遇和需求。</p><h2 id=\"id_3822300764\">微软：DeepSeek有真创新，AI成本下降是趋势</h2><p style=\"text-align: justify;\">微软CEO Satya Nadella在财报电话会议上强调，DeepSeek-R1模型已可通过微软的AI平台Azure AI Foundry和GitHub获取，并将很快在微软AI电脑Copilot+ PC上运行。</p><p style=\"text-align: justify;\">Nadella称DeepSeek"确实有一些创新"，并认为AI成本下降是大趋势："缩放定律在预训练和推理时间计算中不断积累。多年来，我们已经看到AI训练和推理方面的效率显著提高。在推理方面，我们通常看到每一代硬件的性价比提高2倍以上，每一代模型的性价比提高10倍以上。"</p><p style=\"text-align: justify;\">微软2025财年第二财季业绩显示，公司AI业务年营收运转率已超130亿美元，同比增长175%。其中，Azure云业务营收同比增长31%，有13%的增长受到对AI需求的驱动。微软预计未来数年资本支出将继续扩大，2025财年可能超过800亿美元。</p><p style=\"text-align: justify;\">然而，由于云计算业务增速下滑和疲软的业绩指引，微软股价在财报后走低。公司预计第三财季营收将达到677亿至687亿美元之间，低于市场预期的697.8亿美元。</p><h2 id=\"id_1506566351\">Meta：誓言在AI上投入数千亿美元</h2><p style=\"text-align: justify;\">在Meta第一季度财报电话会议上，CEO Mark Zuckerberg表示，公司将"非常重视"AI投资，长期投资甚至可能达到"数千亿美元"。Meta此前已宣布，2025年将支出超过600亿美元。</p><p style=\"text-align: justify;\">面对分析师关于DeepSeek对Meta AI支出影响的提问，Zuckerberg强调，大规模投资AI基础设施将继续成为Meta的"战略优势"。他表示，Meta将DeepSeek视为新的竞争对手并正在学习，但现在判断芯片需求是否会停止增长还为时尚早，因为芯片对推理仍然至关重要，而Meta拥有数十亿用户。</p><p style=\"text-align: justify;\">Zuckerberg还透露，Meta下一代模型Llama 4的目标是成为世界上最具竞争力的模型，甚至超越闭源模型（如ChatGPT）。他预计Llama 4将具备代理能力和多模态能力。</p><h2 id=\"id_1836541870\">ASML：低成本AI模型将推动更多需求</h2><p style=\"text-align: justify;\">荷兰半导体设备制造商ASML的CEO Christophe Fouquet在接受CNBC采访时表示，像DeepSeek这样的低成本AI模型将带来更多而非更少的AI芯片需求。</p><p style=\"text-align: justify;\">Fouquet认为，"AI成本的降低可能意味着更多应用。更多应用意味着随着时间推移对芯片的需求会增加。我们将此视为芯片需求增加的机会。"他强调，超大规模云计算公司目前的资本支出主要用于投资，"他们正在大举投资研发。他们会继续这样做。"</p><p style=\"text-align: justify;\">尽管DeepSeek引发了市场对AI芯片需求可能收缩的担忧，但Fouquet表示ASML尚未听到客户询问中国公司模型对芯片需求的影响。他指出："要让AI在未来几年真正发挥作用——不仅是超大规模云计算公司，还包括我们所有人的手机、PC——我们需要AI解决两个问题：成本和能耗。"</p><p style=\"text-align: justify;\">ASML在2024年第四季度的净订单中，极紫外光刻（EUV）设备占31亿欧元，总净订单为71亿欧元。公司预计2024年底订单积压约为360亿欧元（374亿美元）。</p></body></html>","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>DeepSeek抢镜巨头财报会！微软：有真创新且R1上云了、Meta：学习且加大投入、ASML：实际是利好</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\">\nDeepSeek抢镜巨头财报会！微软：有真创新且R1上云了、Meta：学习且加大投入、ASML：实际是利好\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-30 09:55 北京时间 <a href=https://wallstreetcn.com/articles/3740206><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>微软CEO Satya Nadella称DeepSeek\"确实有一些创新\"，并认为AI成本下降是大趋势；Zuckerberg表示，Meta将DeepSeek视为新的竞争对手并正在学习，但现在判断芯片需求是否会停止增长还为时尚早；ASML的CEO Christophe Fouquet认为，像DeepSeek这样的低成本AI模型将带来更多而非更少的AI芯片需求。DeepSeek的横空出世无疑给全球AI...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3740206\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7ee1461711dfdd47e95d8a71eb307bd0","relate_stocks":{"ASML":"阿斯麦","META":"Meta Platforms, Inc.","MSFT":"微软"},"source_url":"https://wallstreetcn.com/articles/3740206","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2507695443","content_text":"微软CEO Satya Nadella称DeepSeek\"确实有一些创新\"，并认为AI成本下降是大趋势；Zuckerberg表示，Meta将DeepSeek视为新的竞争对手并正在学习，但现在判断芯片需求是否会停止增长还为时尚早；ASML的CEO Christophe Fouquet认为，像DeepSeek这样的低成本AI模型将带来更多而非更少的AI芯片需求。DeepSeek的横空出世无疑给全球AI行业带来了新的变数。R1以低成本、高性能的特点，不仅震撼了华尔街，更引发了对科技巨头AI巨额投资的质疑。周一，英特尔市值蒸发近 6000 亿美元，创下美国历史上公司单日最大跌幅，而 ASML 和其他半导体股也遭遇重创。在此背景下，多家科技巨头相继发布财报，DeepSeek成为不可回避的话题。从ASML、Meta和微软的回应来看，他们并未因此动摇继续大规模投资AI的决心。这些科技巨头认为，AI成本下降反而可能带来更多机遇和需求。微软：DeepSeek有真创新，AI成本下降是趋势微软CEO Satya Nadella在财报电话会议上强调，DeepSeek-R1模型已可通过微软的AI平台Azure AI Foundry和GitHub获取，并将很快在微软AI电脑Copilot+ PC上运行。Nadella称DeepSeek\"确实有一些创新\"，并认为AI成本下降是大趋势：\"缩放定律在预训练和推理时间计算中不断积累。多年来，我们已经看到AI训练和推理方面的效率显著提高。在推理方面，我们通常看到每一代硬件的性价比提高2倍以上，每一代模型的性价比提高10倍以上。\"微软2025财年第二财季业绩显示，公司AI业务年营收运转率已超130亿美元，同比增长175%。其中，Azure云业务营收同比增长31%，有13%的增长受到对AI需求的驱动。微软预计未来数年资本支出将继续扩大，2025财年可能超过800亿美元。然而，由于云计算业务增速下滑和疲软的业绩指引，微软股价在财报后走低。公司预计第三财季营收将达到677亿至687亿美元之间，低于市场预期的697.8亿美元。Meta：誓言在AI上投入数千亿美元在Meta第一季度财报电话会议上，CEO Mark Zuckerberg表示，公司将\"非常重视\"AI投资，长期投资甚至可能达到\"数千亿美元\"。Meta此前已宣布，2025年将支出超过600亿美元。面对分析师关于DeepSeek对Meta AI支出影响的提问，Zuckerberg强调，大规模投资AI基础设施将继续成为Meta的\"战略优势\"。他表示，Meta将DeepSeek视为新的竞争对手并正在学习，但现在判断芯片需求是否会停止增长还为时尚早，因为芯片对推理仍然至关重要，而Meta拥有数十亿用户。Zuckerberg还透露，Meta下一代模型Llama 4的目标是成为世界上最具竞争力的模型，甚至超越闭源模型（如ChatGPT）。他预计Llama 4将具备代理能力和多模态能力。ASML：低成本AI模型将推动更多需求荷兰半导体设备制造商ASML的CEO Christophe Fouquet在接受CNBC采访时表示，像DeepSeek这样的低成本AI模型将带来更多而非更少的AI芯片需求。Fouquet认为，\"AI成本的降低可能意味着更多应用。更多应用意味着随着时间推移对芯片的需求会增加。我们将此视为芯片需求增加的机会。\"他强调，超大规模云计算公司目前的资本支出主要用于投资，\"他们正在大举投资研发。他们会继续这样做。\"尽管DeepSeek引发了市场对AI芯片需求可能收缩的担忧，但Fouquet表示ASML尚未听到客户询问中国公司模型对芯片需求的影响。他指出：\"要让AI在未来几年真正发挥作用——不仅是超大规模云计算公司，还包括我们所有人的手机、PC——我们需要AI解决两个问题：成本和能耗。\"ASML在2024年第四季度的净订单中，极紫外光刻（EUV）设备占31亿欧元，总净订单为71亿欧元。公司预计2024年底订单积压约为360亿欧元（374亿美元）。","news_type":1},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397755192095016,"gmtCreate":1738147882138,"gmtModify":1738148094507,"author":{"id":"3573291056330294","authorId":"3573291056330294","name":"交易之旅","avatar":"https://static.tigerbbs.com/e034203ad63bf9a8254c977f77e73f98","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573291056330294","authorIdStr":"3573291056330294"},"themes":[],"htmlText":"感谢老虎证券","listText":"感谢老虎证券","text":"感谢老虎证券","images":[{"img":"https://static.tigerbbs.com/1edb9aabe5e01c758410e0298ba8c480"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397755192095016","isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":397142770405776,"gmtCreate":1737980968379,"gmtModify":1737980969386,"author":{"id":"3573291056330294","authorId":"3573291056330294","name":"交易之旅","avatar":"https://static.tigerbbs.com/e034203ad63bf9a8254c977f77e73f98","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573291056330294","authorIdStr":"3573291056330294"},"themes":[],"htmlText":"尿性不改啊。","listText":"尿性不改啊。","text":"尿性不改啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/397142770405776","repostId":"1143160693","repostType":4,"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4192794739270062","authorId":"4192794739270062","name":"小老虎嗷嗷叫","avatar":"https://static.tigerbbs.com/a8e0b9f22d3c4ad5855c6a7985c9b557","crmLevel":1,"crmLevelSwitch":1,"idStr":"4192794739270062","authorIdStr":"4192794739270062"},"content":"今晚看看达子跌多少，尾盘买入","text":"今晚看看达子跌多少，尾盘买入","html":"今晚看看达子跌多少，尾盘买入"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388651980677560,"gmtCreate":1735911590826,"gmtModify":1735911674869,"author":{"id":"3573291056330294","authorId":"3573291056330294","name":"交易之旅","avatar":"https://static.tigerbbs.com/e034203ad63bf9a8254c977f77e73f98","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573291056330294","authorIdStr":"3573291056330294"},"themes":[],"htmlText":"来了","listText":"来了","text":"来了","images":[{"img":"https://static.tigerbbs.com/af20a3e9ff41057ddf6e3e72b829ff5b"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388651980677560","isVote":1,"tweetType":1,"viewCount":888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":382202464387424,"gmtCreate":1734355244267,"gmtModify":1734355245909,"author":{"id":"3573291056330294","authorId":"3573291056330294","name":"交易之旅","avatar":"https://static.tigerbbs.com/e034203ad63bf9a8254c977f77e73f98","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573291056330294","authorIdStr":"3573291056330294"},"themes":[],"htmlText":"坐等继续拉升的感觉","listText":"坐等继续拉升的感觉","text":"坐等继续拉升的感觉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382202464387424","repostId":"1142072744","repostType":4,"repost":{"id":"1142072744","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":1734354383,"share":"https://www.laohunote.com/m/news/1142072744?lang=&edition=full","pubTime":"2024-12-16 21:06","market":"us","language":"zh","title":"MicroStrategy通过出售股票又购买了价值15亿美元的比特币","url":"https://stock-news.laohu8.com/highlight/detail?id=1142072744","media":"老虎资讯综合","summary":"其目前拥有价值大约450亿美元的比特币。","content":"<html><head></head><body><p>根据美国证交会（SEC）周一披露的文件，从12月9日到12月15日，MicroStrategy以大约100386美元的均价收购了15350个比特币。这是该公司连续第六周宣布购买比特币。其目前拥有价值大约450亿美元的比特币。</p><p>上周五，MicroStrategy宣布将于12月23日被纳入纳斯达克100指数。将该公司纳入纳斯达克100指数的决定，标志着机构对其备受争议的创始人迈克尔·塞勒的认可。</p><p>MicroStrategy的目标是在未来三年通过在市场上出售股票和发行可转换债券筹集420亿美元，这些资金将用于购买更多的比特币。</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>MicroStrategy通过出售股票又购买了价值15亿美元的比特币</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\">\nMicroStrategy通过出售股票又购买了价值15亿美元的比特币\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\">2024-12-16 21:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>根据美国证交会（SEC）周一披露的文件，从12月9日到12月15日，MicroStrategy以大约100386美元的均价收购了15350个比特币。这是该公司连续第六周宣布购买比特币。其目前拥有价值大约450亿美元的比特币。</p><p>上周五，MicroStrategy宣布将于12月23日被纳入纳斯达克100指数。将该公司纳入纳斯达克100指数的决定，标志着机构对其备受争议的创始人迈克尔·塞勒的认可。</p><p>MicroStrategy的目标是在未来三年通过在市场上出售股票和发行可转换债券筹集420亿美元，这些资金将用于购买更多的比特币。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4cc3273db3724d794c8d3e6d881ad188","relate_stocks":{"MSTR":"Strategy"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142072744","content_text":"根据美国证交会（SEC）周一披露的文件，从12月9日到12月15日，MicroStrategy以大约100386美元的均价收购了15350个比特币。这是该公司连续第六周宣布购买比特币。其目前拥有价值大约450亿美元的比特币。上周五，MicroStrategy宣布将于12月23日被纳入纳斯达克100指数。将该公司纳入纳斯达克100指数的决定，标志着机构对其备受争议的创始人迈克尔·塞勒的认可。MicroStrategy的目标是在未来三年通过在市场上出售股票和发行可转换债券筹集420亿美元，这些资金将用于购买更多的比特币。","news_type":1},"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378975603343792,"gmtCreate":1733557495804,"gmtModify":1733557499104,"author":{"id":"3573291056330294","authorId":"3573291056330294","name":"交易之旅","avatar":"https://static.tigerbbs.com/e034203ad63bf9a8254c977f77e73f98","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573291056330294","authorIdStr":"3573291056330294"},"themes":[],"htmlText":"正在修行路上","listText":"正在修行路上","text":"正在修行路上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378975603343792","isVote":1,"tweetType":1,"viewCount":1010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}