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0勋章

05-01 14:07

AMD不是专业的吗，都没赶上英伟达、

04-30 15:15

我没买

04-30 04:51

要怎么了天天生病，盘后要跌了

英伟达(NVDA.O)美股盘后跌2%。

04-29 22:13

希望美梦成真

04-29 18:08

这个消息很久说华为替代，空头要拿出来说

据报中国科技巨头将测试新AI芯片，英伟达股价承压

04-29

$英伟达(NVDA)$ 每家公司都有风险，不知道大家怎么看

04-25

$英伟达(NVDA)$ 英伟达太弱了

04-25

这算好消息吗，看到达哥坏消息天天都麻木了，分不清了

亚马逊与英伟达：AI数据中心需求持续强劲，建设步伐并未放缓

04-24

$中国宝安(000009)$ 持有你五年了，无语😓

04-24

天天都是利空，没有利好的吗

“三大利空”即将考验英伟达

04-23

现在股价根本没有办法说明

04-23

$英伟达(NVDA)$ 最近看都是空

04-22

中国有汇金那么有钱会怕吗

04-21

今天要利空了，说英伟达中国市场被华为跟占领了.

盘前异动 | 英伟达短线下行，现跌幅扩大至3%

04-18

不怕特朗普吗

上海市市长龚正会见英伟达总裁兼首席执行官黄仁勋

04-13

不是中国抛售吗

谁引爆了本周美债风暴？花旗：不是抛售，而是“买家罢工”

04-02

弱不经风的样子，要被人揍的节奏

去老虎APP查看更多动态

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07:49","market":"us","language":"zh","title":"据报中国科技巨头将测试新AI芯片，英伟达股价承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1130449017","media":"老虎资讯综合","summary":"本周一（4月29日）， $英伟达(NVDA)$ 盘中一度跌超4%，最终收跌2.05%，报108.73美元：周一有报道称，一家中国科技巨头将测试新AI芯片，旨在与英伟达竞争。据知情人士消息，这家中国科技巨头正准备测试其迄今最先进的人工智能处理器，此举可能帮助这家中国科技巨头替代英伟达的部分高端产品。据称，这款名为Ascend910D的新芯片预计将于5月底以样品批次形式推出。","content":"<html><head></head><body><p>本周一（4月29日）， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 盘中一度跌超4%，最终收跌2.05%，报108.73美元：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87761b9828135ec554d3c02f36718f49\" tg-width=\"560\" tg-height=\"240\"/></p><p>周一有报道称，一家中国科技巨头将测试新AI芯片，旨在与英伟达竞争。</p><p>据知情人士消息，这家中国科技巨头正准备测试其迄今最先进的人工智能处理器，此举可能帮助这家中国科技巨头替代英伟达的部分高端产品。</p><p>据称，这款名为Ascend910D的新芯片预计将于5月底以样品批次形式推出。</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>据报中国科技巨头将测试新AI芯片，英伟达股价承压</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; 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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\">2025-04-29 07:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>本周一（4月29日）， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 盘中一度跌超4%，最终收跌2.05%，报108.73美元：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87761b9828135ec554d3c02f36718f49\" tg-width=\"560\" tg-height=\"240\"/></p><p>周一有报道称，一家中国科技巨头将测试新AI芯片，旨在与英伟达竞争。</p><p>据知情人士消息，这家中国科技巨头正准备测试其迄今最先进的人工智能处理器，此举可能帮助这家中国科技巨头替代英伟达的部分高端产品。</p><p>据称，这款名为Ascend910D的新芯片预计将于5月底以样品批次形式推出。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130449017","content_text":"本周一（4月29日）， 英伟达 盘中一度跌超4%，最终收跌2.05%，报108.73美元：周一有报道称，一家中国科技巨头将测试新AI芯片，旨在与英伟达竞争。据知情人士消息，这家中国科技巨头正准备测试其迄今最先进的人工智能处理器，此举可能帮助这家中国科技巨头替代英伟达的部分高端产品。据称，这款名为Ascend910D的新芯片预计将于5月底以样品批次形式推出。","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429442577248600,"gmtCreate":1745866548993,"gmtModify":1745866550605,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568281304096151","idStr":"3568281304096151"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 每家公司都有风险，不知道大家怎么看","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 每家公司都有风险，不知道大家怎么看","text":"$英伟达(NVDA)$ 每家公司都有风险，不知道大家怎么看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429442577248600","isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":428224106848808,"gmtCreate":1745577479050,"gmtModify":1745577480648,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568281304096151","idStr":"3568281304096151"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 英伟达太弱了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 英伟达太弱了","text":"$英伟达(NVDA)$ 英伟达太弱了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428224106848808","isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":428144789721280,"gmtCreate":1745548383536,"gmtModify":1745548385561,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568281304096151","idStr":"3568281304096151"},"themes":[],"htmlText":"这算好消息吗，看到达哥坏消息天天都麻木了，分不清了","listText":"这算好消息吗，看到达哥坏消息天天都麻木了，分不清了","text":"这算好消息吗，看到达哥坏消息天天都麻木了，分不清了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428144789721280","repostId":"1110452483","repostType":2,"repost":{"id":"1110452483","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":1745536578,"share":"https://www.laohu8.com/m/news/1110452483?lang=&edition=full","pubTime":"2025-04-25 07:16","market":"us","language":"zh","title":"亚马逊与英伟达：AI数据中心需求持续强劲，建设步伐并未放缓","url":"https://stock-news.laohu8.com/highlight/detail?id=1110452483","media":"老虎资讯综合","summary":"亚马逊与英伟达高管周四表示，尽管经济衰退担忧引发投资者对科技公司可能缩减计划的猜测，但人工智能数据中心的建设步伐并未放缓。富国银行分析师本周一援引行业消息称，亚马逊云服务正在暂停部分数据中心租赁承诺。当时投资者担忧其高效AI模型可能降低数据中心能耗预期。帕克强调，英伟达观察到人工智能正推动算力与能源需求持续攀升。","content":"<html><head></head><body><p style=\"text-align: start;\">亚马逊与英伟达高管周四表示，尽管经济衰退担忧引发投资者对科技公司可能缩减计划的猜测，但人工智能数据中心的建设步伐并未放缓。</p><p style=\"text-align: start;\">&#34;我们的战略布局没有实质性变化，&#34;亚马逊全球数据中心副总裁凯文·米勒在哈姆美国能源研究所举办的会议上表示，&#34;无论是未来两年还是长期规划，我们都观察到持续强劲的需求，数据中心的建设数量只会持续攀升。&#34;</p><p style=\"text-align: start;\">此番表态与华尔街近期关于科技公司调整数据中心建设计划的担忧形成对比。富国银行分析师本周一援引行业消息称，亚马逊云服务（AWS）正在暂停部分数据中心租赁承诺。尽管暂停规模尚不明确，但此举引发市场担忧，认为亚马逊可能效仿微软近期缩减部分早期项目的策略。</p><p style=\"text-align: start;\">米勒对此回应称：&#34;外界对我们计划的猜测存在过度解读现象。&#34;</p><p style=\"text-align: start;\">英伟达企业可持续发展高级总监乔希·帕克同样否认行业出现放缓迹象：&#34;我们并未看到需求收缩。&#34;他特别指出，今年初中国人工智能初创企业深度求索（DeepSeek）引发的电力股抛售属于&#34;条件反射式市场反应&#34;。当时投资者担忧其高效AI模型可能降低数据中心能耗预期。</p><p style=\"text-align: start;\">帕克强调，英伟达观察到人工智能正推动算力与能源需求持续攀升。人工智能公司Anthropic联合创始人杰克·克拉克预测，到2027年需新增50吉瓦电力供应支持AI发展，相当于约50座新建核电站的发电量。</p><p style=\"text-align: start;\">&#34;Anthropic及其他AI企业都见证着基础电力需求的爆炸式增长，这种扩张速度史无前例。&#34;克拉克在会议上表示。此次由哈姆研究所主办的行业峰会聚集了科技与能源企业代表，共同探讨如何应对美国AI产业激增的能源需求。与会各方普遍认为，天然气将在满足未来电力需求方面发挥关键作用。</p><p style=\"text-align: start;\">米勒进一步阐释亚马逊的能源战略：&#34;我们正积极探索清洁能源解决方案，但过渡期内天然气仍不可或缺。&#34;他透露亚马逊计划在俄亥俄州新建三座天然气发电厂，预计2025年底投入运营，总装机容量达1.6吉瓦。这相当于为120万户家庭供电的规模，凸显科技巨头在能源基础设施领域的深度布局。</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>亚马逊与英伟达：AI数据中心需求持续强劲，建设步伐并未放缓</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{ 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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亚马逊与英伟达：AI数据中心需求持续强劲，建设步伐并未放缓\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\">2025-04-25 07:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">亚马逊与英伟达高管周四表示，尽管经济衰退担忧引发投资者对科技公司可能缩减计划的猜测，但人工智能数据中心的建设步伐并未放缓。</p><p style=\"text-align: start;\">&#34;我们的战略布局没有实质性变化，&#34;亚马逊全球数据中心副总裁凯文·米勒在哈姆美国能源研究所举办的会议上表示，&#34;无论是未来两年还是长期规划，我们都观察到持续强劲的需求，数据中心的建设数量只会持续攀升。&#34;</p><p style=\"text-align: start;\">此番表态与华尔街近期关于科技公司调整数据中心建设计划的担忧形成对比。富国银行分析师本周一援引行业消息称，亚马逊云服务（AWS）正在暂停部分数据中心租赁承诺。尽管暂停规模尚不明确，但此举引发市场担忧，认为亚马逊可能效仿微软近期缩减部分早期项目的策略。</p><p style=\"text-align: start;\">米勒对此回应称：&#34;外界对我们计划的猜测存在过度解读现象。&#34;</p><p style=\"text-align: start;\">英伟达企业可持续发展高级总监乔希·帕克同样否认行业出现放缓迹象：&#34;我们并未看到需求收缩。&#34;他特别指出，今年初中国人工智能初创企业深度求索（DeepSeek）引发的电力股抛售属于&#34;条件反射式市场反应&#34;。当时投资者担忧其高效AI模型可能降低数据中心能耗预期。</p><p style=\"text-align: start;\">帕克强调，英伟达观察到人工智能正推动算力与能源需求持续攀升。人工智能公司Anthropic联合创始人杰克·克拉克预测，到2027年需新增50吉瓦电力供应支持AI发展，相当于约50座新建核电站的发电量。</p><p style=\"text-align: start;\">&#34;Anthropic及其他AI企业都见证着基础电力需求的爆炸式增长，这种扩张速度史无前例。&#34;克拉克在会议上表示。此次由哈姆研究所主办的行业峰会聚集了科技与能源企业代表，共同探讨如何应对美国AI产业激增的能源需求。与会各方普遍认为，天然气将在满足未来电力需求方面发挥关键作用。</p><p style=\"text-align: start;\">米勒进一步阐释亚马逊的能源战略：&#34;我们正积极探索清洁能源解决方案，但过渡期内天然气仍不可或缺。&#34;他透露亚马逊计划在俄亥俄州新建三座天然气发电厂，预计2025年底投入运营，总装机容量达1.6吉瓦。这相当于为120万户家庭供电的规模，凸显科技巨头在能源基础设施领域的深度布局。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3473f757d00eee50292777a0505620c4","relate_stocks":{"AMZN":"亚马逊","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110452483","content_text":"亚马逊与英伟达高管周四表示，尽管经济衰退担忧引发投资者对科技公司可能缩减计划的猜测，但人工智能数据中心的建设步伐并未放缓。\"我们的战略布局没有实质性变化，\"亚马逊全球数据中心副总裁凯文·米勒在哈姆美国能源研究所举办的会议上表示，\"无论是未来两年还是长期规划，我们都观察到持续强劲的需求，数据中心的建设数量只会持续攀升。\"此番表态与华尔街近期关于科技公司调整数据中心建设计划的担忧形成对比。富国银行分析师本周一援引行业消息称，亚马逊云服务（AWS）正在暂停部分数据中心租赁承诺。尽管暂停规模尚不明确，但此举引发市场担忧，认为亚马逊可能效仿微软近期缩减部分早期项目的策略。米勒对此回应称：\"外界对我们计划的猜测存在过度解读现象。\"英伟达企业可持续发展高级总监乔希·帕克同样否认行业出现放缓迹象：\"我们并未看到需求收缩。\"他特别指出，今年初中国人工智能初创企业深度求索（DeepSeek）引发的电力股抛售属于\"条件反射式市场反应\"。当时投资者担忧其高效AI模型可能降低数据中心能耗预期。帕克强调，英伟达观察到人工智能正推动算力与能源需求持续攀升。人工智能公司Anthropic联合创始人杰克·克拉克预测，到2027年需新增50吉瓦电力供应支持AI发展，相当于约50座新建核电站的发电量。\"Anthropic及其他AI企业都见证着基础电力需求的爆炸式增长，这种扩张速度史无前例。\"克拉克在会议上表示。此次由哈姆研究所主办的行业峰会聚集了科技与能源企业代表，共同探讨如何应对美国AI产业激增的能源需求。与会各方普遍认为，天然气将在满足未来电力需求方面发挥关键作用。米勒进一步阐释亚马逊的能源战略：\"我们正积极探索清洁能源解决方案，但过渡期内天然气仍不可或缺。\"他透露亚马逊计划在俄亥俄州新建三座天然气发电厂，预计2025年底投入运营，总装机容量达1.6吉瓦。这相当于为120万户家庭供电的规模，凸显科技巨头在能源基础设施领域的深度布局。","news_type":1},"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427918453367488,"gmtCreate":1745474979965,"gmtModify":1745474981440,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568281304096151","idStr":"3568281304096151"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/000009\">$中国宝安(000009)$</a> 持有你五年了，无语😓","listText":"<a href=\"https://laohu8.com/S/000009\">$中国宝安(000009)$</a> 持有你五年了，无语😓","text":"$中国宝安(000009)$ 持有你五年了，无语😓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427918453367488","isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427637740135296,"gmtCreate":1745427263997,"gmtModify":1745427265858,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568281304096151","idStr":"3568281304096151"},"themes":[],"htmlText":"天天都是利空，没有利好的吗","listText":"天天都是利空，没有利好的吗","text":"天天都是利空，没有利好的吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427637740135296","repostId":"2529399574","repostType":2,"repost":{"id":"2529399574","kind":"news","pubTimestamp":1745404408,"share":"https://www.laohu8.com/m/news/2529399574?lang=&edition=full","pubTime":"2025-04-23 18:33","market":"us","language":"zh","title":"“三大利空”即将考验英伟达","url":"https://stock-news.laohu8.com/highlight/detail?id=2529399574","media":"华尔街见闻","summary":"“三大利空”因素包括：将于5月15日生效的AI扩散规则、美国超大规模客户的AI需求及资本支出，以及潜在关税对利润率的影响。在计提55亿美元费用后，花旗预计英伟达即将公布的第一财季销售额可能仅比市场预期高出约5亿美元。更令人担忧的是第二财季的展望，花旗预计其销售额将环比持平，约为440亿美元。","content":"<html><head></head><body><p>尽管行情有所修复，投资者对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的紧张情绪仍未得到缓解。</p><p>根据花旗分析师Atif Malik和Papa Sylla周二发布的研报，“三大清算”事件将考验英伟达的股价，<strong>包括即将于5月15日生效的AI扩散规则、美国超大规模客户的AI需求及资本支出，以及潜在关税对利润率的影响。</strong></p><p>花旗还认为，投资者目前亟待消化芯片出口限制的持续影响。在计提55亿美元费用后，花旗预计英伟达即将公布的第一财季销售额可能仅比市场预期高出约5亿美元。<strong>更令人担忧的是第二财季的展望，花旗预计其销售额将环比持平，约为440亿美元。</strong></p><p>这一停滞预期的背后，是H20芯片在亚洲市场需求下滑的直接后果，以及更广泛的Hopper架构芯片需求下滑。尽管新一代的GB200芯片已开始部分出货，且GB300预计在2025年四季度放量，但似乎难以完全抵消前述的负面冲击。</p><h2 id=\"id_1231412446\">“三大清算”事件</h2><p><strong>AI扩散规则大限将至，不确定性增加</strong></p><p>市场关注的第一个“清算事件”，是即将于5月15日可能出台的AI扩散规则——美国政府将对AI芯片和数据中心公司实施新的限制，特别是针对所谓的“第二梯队”国家。</p><p>花旗研究警告，这可能限制对部分“第二梯队”国家的AI芯片销售，并对美国数据中心公司在非美国及盟友国家部署的算力设定上限。</p><p>这对英伟达的全球扩张计划无疑增添了新的不确定性。</p><p><strong>超大规模客户需求与资本支出成谜</strong></p><p>投资者关注的第二个“清算事件”与英伟达的核心客户——美国超大规模云服务提供商（如<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>等）有关。</p><p>报道指出，市场亟需从这些巨头即将发布的财报和评论中，寻找他们对AI需求的真实看法以及未来的资本支出计划。这些信息，将直接关系到对英伟达数据中心业务增长可持续性的判断。</p><p>花旗特别强调，这是投资者高度关注的领域。</p><p><strong>关税阴影笼罩高利润率预期</strong></p><p>除了上述“清算”事件，潜在的关税问题也像乌云一样笼罩在英伟达的利润预期之上。此前，市场普遍预期英伟达第一财季毛利率能达到70%区间的中段水平。</p><p>然而，花旗在其模型中对此持谨慎态度，预计毛利率约为72.9%。报告明确点出，关税是影响利润率的关键因素之一。在此背景下，报告特别强调，任何关税带来的成本增加，都可能直接侵蚀其盈利能力。</p><p>尽管指出了多重挑战，花旗仍维持对英伟达股票的“买入”评级，并将目标价定为150美元，较当前股价高50%左右，理由是看好其在AI领域的长期增长机会。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/642028f22a96c12ad276da3cc7879b41\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>该目标价基于对2026年预期（C26E）折现每股收益（EPS）约30倍的市盈率（P/E）。不过，花旗也相应下调了对英伟达2025和2026日历年（CY25/26）的EPS预测，幅度分别为-1%和0%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9f3a287e5c220e3097e1757b79b49dcf\" title=\"\" tg-width=\"1024\" tg-height=\"412\"/></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>“三大利空”即将考验英伟达</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“三大利空”即将考验英伟达\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-23 18:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3745751><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管行情有所修复，投资者对英伟达的紧张情绪仍未得到缓解。根据花旗分析师Atif Malik和Papa Sylla周二发布的研报，“三大清算”事件将考验英伟达的股价，包括即将于5月15日生效的AI扩散规则、美国超大规模客户的AI需求及资本支出，以及潜在关税对利润率的影响。花旗还认为，投资者目前亟待消化芯片出口限制的持续影响。在计提55亿美元费用后，花旗预计英伟达即将公布的第一财季销售额可能仅比市场...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3745751\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9fd61a25c1335f82611a44c152bc865d","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3745751","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2529399574","content_text":"尽管行情有所修复，投资者对英伟达的紧张情绪仍未得到缓解。根据花旗分析师Atif Malik和Papa Sylla周二发布的研报，“三大清算”事件将考验英伟达的股价，包括即将于5月15日生效的AI扩散规则、美国超大规模客户的AI需求及资本支出，以及潜在关税对利润率的影响。花旗还认为，投资者目前亟待消化芯片出口限制的持续影响。在计提55亿美元费用后，花旗预计英伟达即将公布的第一财季销售额可能仅比市场预期高出约5亿美元。更令人担忧的是第二财季的展望，花旗预计其销售额将环比持平，约为440亿美元。这一停滞预期的背后，是H20芯片在亚洲市场需求下滑的直接后果，以及更广泛的Hopper架构芯片需求下滑。尽管新一代的GB200芯片已开始部分出货，且GB300预计在2025年四季度放量，但似乎难以完全抵消前述的负面冲击。“三大清算”事件AI扩散规则大限将至，不确定性增加市场关注的第一个“清算事件”，是即将于5月15日可能出台的AI扩散规则——美国政府将对AI芯片和数据中心公司实施新的限制，特别是针对所谓的“第二梯队”国家。花旗研究警告，这可能限制对部分“第二梯队”国家的AI芯片销售，并对美国数据中心公司在非美国及盟友国家部署的算力设定上限。这对英伟达的全球扩张计划无疑增添了新的不确定性。超大规模客户需求与资本支出成谜投资者关注的第二个“清算事件”与英伟达的核心客户——美国超大规模云服务提供商（如谷歌、亚马逊、微软等）有关。报道指出，市场亟需从这些巨头即将发布的财报和评论中，寻找他们对AI需求的真实看法以及未来的资本支出计划。这些信息，将直接关系到对英伟达数据中心业务增长可持续性的判断。花旗特别强调，这是投资者高度关注的领域。关税阴影笼罩高利润率预期除了上述“清算”事件，潜在的关税问题也像乌云一样笼罩在英伟达的利润预期之上。此前，市场普遍预期英伟达第一财季毛利率能达到70%区间的中段水平。然而，花旗在其模型中对此持谨慎态度，预计毛利率约为72.9%。报告明确点出，关税是影响利润率的关键因素之一。在此背景下，报告特别强调，任何关税带来的成本增加，都可能直接侵蚀其盈利能力。尽管指出了多重挑战，花旗仍维持对英伟达股票的“买入”评级，并将目标价定为150美元，较当前股价高50%左右，理由是看好其在AI领域的长期增长机会。该目标价基于对2026年预期（C26E）折现每股收益（EPS）约30倍的市盈率（P/E）。不过，花旗也相应下调了对英伟达2025和2026日历年（CY25/26）的EPS预测，幅度分别为-1%和0%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427622989902088,"gmtCreate":1745423623153,"gmtModify":1745423625130,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568281304096151","idStr":"3568281304096151"},"themes":[],"htmlText":"现在股价根本没有办法说明","listText":"现在股价根本没有办法说明","text":"现在股价根本没有办法说明","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427622989902088","isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427347114734272,"gmtCreate":1745356125128,"gmtModify":1745356126531,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568281304096151","idStr":"3568281304096151"},"themes":[],"htmlText":"<a 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最近看都是空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427347114734272","isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427073164288288,"gmtCreate":1745289228774,"gmtModify":1745289230872,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568281304096151","idStr":"3568281304096151"},"themes":[],"htmlText":"中国有汇金那么有钱会怕吗","listText":"中国有汇金那么有钱会怕吗","text":"中国有汇金那么有钱会怕吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427073164288288","isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":426876986909128,"gmtCreate":1745241710684,"gmtModify":1745241712607,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568281304096151","idStr":"3568281304096151"},"themes":[],"htmlText":"今天要利空了，说英伟达中国市场被华为跟占领了.","listText":"今天要利空了，说英伟达中国市场被华为跟占领了.","text":"今天要利空了，说英伟达中国市场被华为跟占领了.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/426876986909128","repostId":"1151291544","repostType":4,"repost":{"id":"1151291544","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":1745230528,"share":"https://www.laohu8.com/m/news/1151291544?lang=&edition=full","pubTime":"2025-04-21 18:15","market":"us","language":"zh","title":"盘前异动 | 英伟达短线下行，现跌幅扩大至3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1151291544","media":"老虎资讯综合","summary":"4月21日，$英伟达(NVDA)$盘前下行，现跌幅扩大至3%。","content":"<html><head></head><body><p>4月21日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>盘前下行，现跌幅扩大至3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2781c4a5f8b942dc03cb24d685dbeb1b\" title=\"\" tg-width=\"918\" tg-height=\"524\"/></p><p>有消息称，华为已经研发升腾910CAI芯片的继任者——升腾920，并计划于2025年下半年正式发布。而据市场最新消息，华为已安排在今年下半年开始量产这款下一代AI半导体产品。</p><p>对此，多位行业专家表示，升腾920芯片有望填补因美国最新限制措施而在中国市场出现的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>H20芯片的空白。</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>盘前异动 | 英伟达短线下行，现跌幅扩大至3%</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; 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18:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月21日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>盘前下行，现跌幅扩大至3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2781c4a5f8b942dc03cb24d685dbeb1b\" title=\"\" tg-width=\"918\" tg-height=\"524\"/></p><p>有消息称，华为已经研发升腾910CAI芯片的继任者——升腾920，并计划于2025年下半年正式发布。而据市场最新消息，华为已安排在今年下半年开始量产这款下一代AI半导体产品。</p><p>对此，多位行业专家表示，升腾920芯片有望填补因美国最新限制措施而在中国市场出现的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>H20芯片的空白。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"BK4608":"AI应用概念股","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","2NVD.UK":"2X NVIDIA ETP","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","NVDA":"英伟达","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4587":"ChatGPT概念","BK4588":"碎股","BK4605":"半导体精选","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4579":"人工智能","BK4550":"红杉资本持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151291544","content_text":"4月21日，英伟达盘前下行，现跌幅扩大至3%。有消息称，华为已经研发升腾910CAI芯片的继任者——升腾920，并计划于2025年下半年正式发布。而据市场最新消息，华为已安排在今年下半年开始量产这款下一代AI半导体产品。对此，多位行业专家表示，升腾920芯片有望填补因美国最新限制措施而在中国市场出现的英伟达H20芯片的空白。","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425829727159120,"gmtCreate":1744985597993,"gmtModify":1744986600859,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568281304096151","idStr":"3568281304096151"},"themes":[],"htmlText":"不怕特朗普吗","listText":"不怕特朗普吗","text":"不怕特朗普吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425829727159120","repostId":"1170874102","repostType":4,"repost":{"id":"1170874102","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":1744977454,"share":"https://www.laohu8.com/m/news/1170874102?lang=&edition=full","pubTime":"2025-04-18 19:57","market":"us","language":"zh","title":"上海市市长龚正会见英伟达总裁兼首席执行官黄仁勋","url":"https://stock-news.laohu8.com/highlight/detail?id=1170874102","media":"老虎资讯综合","summary":"4月18日，上海市市长龚正今天会见了英伟达总裁兼首席执行官黄仁勋一行。中国市场对英伟达十分重要，不仅因其体量巨大，更在于这里拥有优质的客户群体和良好的产业生态。过去30年，正因为深耕中国市场，英伟达的业务蒸蒸日上。上海是英伟达的重要研发基地，拥有良好的营商环境和产业环境。英伟达遵从各国法律，也秉持对中国市场的承诺，并致力于以最好的方式为中国市场提供服务。","content":"<html><head></head><body><p>4月18日，上海市市长龚正今天（4月18日）会见了英伟达总裁兼首席执行官黄仁勋一行。</p><p>龚正说，上海作为中国的经济中心城市，正以“五个中心”为主攻方向，加快建成具有世界影响力的社会主义现代化国际大都市。集成电路和人工智能是上海重点发展的先导产业，近年来实现了快速发展。</p><p>上海已成为中国集成电路综合技术实力最强、产业规模最大、产业链最完善的城市。欢迎英伟达等全球知名高科技企业把握中国超大规模市场和上海扩大高水平对外开放的机遇，汇聚全球资源要素，加强与本地企业深度合作，共创科技发展美好未来。</p><p>上海将一如既往打造市场化、法治化、国际化一流营商环境，助力各类企业实现更好更大发展。</p><p>黄仁勋说，人工智能发展潜力巨大，各国应加强合作与共享，推动共同进步与世界繁荣。中国市场对英伟达十分重要，不仅因其体量巨大，更在于这里拥有优质的客户群体和良好的产业生态。过去30年，正因为深耕中国市场，英伟达的业务蒸蒸日上。</p><p>上海是英伟达的重要研发基地，拥有良好的营商环境和产业环境。英伟达遵从各国法律，也秉持对中国市场的承诺，并致力于以最好的方式为中国市场提供服务。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c44c0988d7a0cfdc52d678b987b2d0ed\" 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class=\"title\">\n上海市市长龚正会见英伟达总裁兼首席执行官黄仁勋\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\">2025-04-18 19:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月18日，上海市市长龚正今天（4月18日）会见了英伟达总裁兼首席执行官黄仁勋一行。</p><p>龚正说，上海作为中国的经济中心城市，正以“五个中心”为主攻方向，加快建成具有世界影响力的社会主义现代化国际大都市。集成电路和人工智能是上海重点发展的先导产业，近年来实现了快速发展。</p><p>上海已成为中国集成电路综合技术实力最强、产业规模最大、产业链最完善的城市。欢迎英伟达等全球知名高科技企业把握中国超大规模市场和上海扩大高水平对外开放的机遇，汇聚全球资源要素，加强与本地企业深度合作，共创科技发展美好未来。</p><p>上海将一如既往打造市场化、法治化、国际化一流营商环境，助力各类企业实现更好更大发展。</p><p>黄仁勋说，人工智能发展潜力巨大，各国应加强合作与共享，推动共同进步与世界繁荣。中国市场对英伟达十分重要，不仅因其体量巨大，更在于这里拥有优质的客户群体和良好的产业生态。过去30年，正因为深耕中国市场，英伟达的业务蒸蒸日上。</p><p>上海是英伟达的重要研发基地，拥有良好的营商环境和产业环境。英伟达遵从各国法律，也秉持对中国市场的承诺，并致力于以最好的方式为中国市场提供服务。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c44c0988d7a0cfdc52d678b987b2d0ed\" tg-width=\"1107\" tg-height=\"725\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c44c0988d7a0cfdc52d678b987b2d0ed","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170874102","content_text":"4月18日，上海市市长龚正今天（4月18日）会见了英伟达总裁兼首席执行官黄仁勋一行。龚正说，上海作为中国的经济中心城市，正以“五个中心”为主攻方向，加快建成具有世界影响力的社会主义现代化国际大都市。集成电路和人工智能是上海重点发展的先导产业，近年来实现了快速发展。上海已成为中国集成电路综合技术实力最强、产业规模最大、产业链最完善的城市。欢迎英伟达等全球知名高科技企业把握中国超大规模市场和上海扩大高水平对外开放的机遇，汇聚全球资源要素，加强与本地企业深度合作，共创科技发展美好未来。上海将一如既往打造市场化、法治化、国际化一流营商环境，助力各类企业实现更好更大发展。黄仁勋说，人工智能发展潜力巨大，各国应加强合作与共享，推动共同进步与世界繁荣。中国市场对英伟达十分重要，不仅因其体量巨大，更在于这里拥有优质的客户群体和良好的产业生态。过去30年，正因为深耕中国市场，英伟达的业务蒸蒸日上。上海是英伟达的重要研发基地，拥有良好的营商环境和产业环境。英伟达遵从各国法律，也秉持对中国市场的承诺，并致力于以最好的方式为中国市场提供服务。","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":424066046120528,"gmtCreate":1744550274623,"gmtModify":1744550275910,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568281304096151","idStr":"3568281304096151"},"themes":[],"htmlText":"不是中国抛售吗","listText":"不是中国抛售吗","text":"不是中国抛售吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424066046120528","repostId":"2527955655","repostType":4,"repost":{"id":"2527955655","kind":"news","pubTimestamp":1744524790,"share":"https://www.laohu8.com/m/news/2527955655?lang=&edition=full","pubTime":"2025-04-13 14:13","market":"hk","language":"zh","title":"谁引爆了本周美债风暴？花旗：不是抛售，而是“买家罢工”","url":"https://stock-news.laohu8.com/highlight/detail?id=2527955655","media":"华尔街见闻","summary":"花旗指出，美本周的动荡更可能是由于市场对美债需求下降的担忧所导致的“买家罢工”，而非实际的外国投资者抛售行为。2023年美国国债市场曾出现“买家罢工”，最终通过财政部和美联储联合声明得以缓解。","content":"<html><head></head><body><blockquote><p>花旗指出，美本周的动荡更可能是由于市场对美债需求下降的担忧所导致的“买家罢工”，而非实际的外国投资者抛售行为。2023年美国国债市场曾出现“买家罢工”，最终通过财政部和美联储联合声明得以缓解。</p></blockquote><p>本周美国国债收益率不断攀高，美债市场经历了自2023年3月银行业危机和2020年疫情以来最具挑战性的流动性事件。</p><p>一方面，年初以来的两次国债拍卖均未能取得预期的成功，美债收益率大幅上升，对冲基金的减仓显示出市场对利率的担忧加剧；另一方面，来自国际市场的需求疲软，及部分国家可能减持美债的风险也令投资者心存不安。</p><p>花旗Jabaz Mathai团队在11日中的研报指出，尽管国债市场出现了抛售，但期货基差并未显示出明显的压力迹象。TIPS的实际利率下跌幅度也大于名义利率。4月2日至4月9日期间，外国官方持有的美债甚至增加了30亿美元。</p><p>这意味着，<strong>本周的市场动荡更可能是由于市场对美国国债需求下降的担忧所导致的“买家罢工”，而非实际的外国投资者抛售行为。</strong></p><p>2023年美国国债市场曾出现“买家罢工”，最终通过财政部和美联储联合声明得以缓解。为避免类似情况重演，<strong>花旗提出四项潜在解决方案，包括豁免补充杠杆率、停止量化紧缩、调整国债回购计划以及取消20年期国债。</strong></p><h2 id=\"id_1538901297\">发生了什么？需求冲击与市场动荡、债券市场的“看跌期权”</h2><p>本周，美国国债市场经历了自2023年3月银行危机以来最严重的流动性事件之一。3年期、10年期和30年期国债的拍卖表现不佳，10年期国债收益率在本周初失去了对冲功能，随着股市下跌而上升。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4060c8023415b5d949fa4d32e76465d2\" title=\"\" tg-width=\"1024\" tg-height=\"447\"/></p><p>周二的3年期国债拍卖表现不佳，引发了周三10年期国债拍卖的压力，而周四的30年期国债拍卖也面临巨大压力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b29a6c479da2e1f9456a938fd0972d3a\" title=\"\" tg-width=\"684\" tg-height=\"560\"/></p><p>花旗表示，市场对此次动荡的反应是多方面的。<strong>掉期利差大幅下降，收益率曲线显著陡峭化，通胀保值债券（TIPS）的实际收益率也出现了大幅波动。</strong></p><p>本周另一个显著的现象是，特朗普政府推迟了关税政策的实施。花旗认为，政府可能担心国债收益率的上升会增加未来十年的利息支出，因此在国债收益率接近4.5%时，部分关税被推迟。</p><h2 id=\"id_2022442735\">原因是什么？</h2><p>市场普遍猜测，一些国家可能因美国关税政策而减少对美国国债的持有，但花旗通过分析美联储托管账户中的外国官方持有量数据发现，在4月2日至4月9日期间，<strong>外国官方持有的美国国债增加了30亿美元，</strong>这表明外国投资者可能并未大规模抛售美国国债。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4aa9a3817a5b2f443d2ab0ff21cc8f04\" title=\"\" tg-width=\"1024\" tg-height=\"494\"/></p><p><strong>此外，尽管国债市场出现了抛售，但期货基差并未显示出明显的压力迹象。</strong></p><blockquote><p>“例如，TY（10年期国债期货）的净基差在本周的波动中保持相对稳定，与2020年疫情期间的大幅波动相比，当前的基差水平较为温和。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/211d156baf014537d4611d878e18500c\" title=\"\" tg-width=\"1024\" tg-height=\"520\"/></p></blockquote><p>这表明，期货市场的交易者并未因国债市场的抛售而过度恐慌，期货市场的定价机制仍在正常运行。</p><p><strong>以及，在此次抛售中，TIPS的实际利率下跌幅度大于名义利率。</strong>花旗认为，这不仅是因为市场对经济放缓的预期增加，还因为流动性溢价上升。这意味着，市场对通胀预期的调整不仅仅是基于经济基本面的变化，还反映了市场对流动性的担忧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d81fd9b74f90ff7f78ba90905ac482c\" title=\"\" tg-width=\"1024\" tg-height=\"463\"/></p><p>因此，花旗认为，<strong>本周的市场动荡更可能是由于市场对美国国债需求下降的担忧所导致的“买家罢工”，而非实际的外国投资者抛售行为：</strong></p><blockquote><p>“这增加了我们看到的纯粹买家因担心后端 UST 需求下降而罢工的可能性，并且很可能受到风险资产波动性增加的推动。”</p></blockquote><h2 id=\"id_3794455425\">那美国还有什么办法呢？</h2><p>买家罢工（buyers’ strike）是指投资者因对市场前景或政策不确定性而拒绝购买某些资产的现象。<strong>2023年的买家罢工持续了数月，最终通过财政部和美联储的联合声明才得以结束。</strong></p><p>但目前美联储和财政部还有哪些工具可以使用呢？花旗提出了以下几种可能的解决方案：</p><blockquote><p><strong>一是SLR（补充杠杆率）豁免</strong>，豁免国债和储备的SLR要求可能是最简单的解决方案，这将有助于提高经销商的中介能力，尤其是在前端市场。</p><p><strong>二是停止QT（量化紧缩）</strong>，如果QT停止，美联储将每月购买约150亿美元的旧国债，这将有助于稳定市场。</p><p><strong>三是调整国债回购计划</strong>，财政部可以引入一个“保证”的旧国债回购计划，以应对市场动荡。</p><p><strong>四是取消20年期国债发行</strong>，鉴于当前的供需失衡，取消20年期国债的发行是合理的，这将有助于支持长期国债的利差。</p></blockquote></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>谁引爆了本周美债风暴？花旗：不是抛售，而是“买家罢工”</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谁引爆了本周美债风暴？花旗：不是抛售，而是“买家罢工”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-13 14:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3745095><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>花旗指出，美本周的动荡更可能是由于市场对美债需求下降的担忧所导致的“买家罢工”，而非实际的外国投资者抛售行为。2023年美国国债市场曾出现“买家罢工”，最终通过财政部和美联储联合声明得以缓解。本周美国国债收益率不断攀高，美债市场经历了自2023年3月银行业危机和2020年疫情以来最具挑战性的流动性事件。一方面，年初以来的两次国债拍卖均未能取得预期的成功，美债收益率大幅上升，对冲基金的减仓显示出市场...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3745095\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/068f476c706e578bd36a4f88f4b5485a","relate_stocks":{"LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","UFIV":"US Treasury 5 Year Note ETF","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","SHY":"债券指数ETF-iShares Barclays 1-3年国债","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","GOVT":"iShares安硕核心美国国债ETF","USVN":"US TREASURY 7 YEAR NOTE ETF","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","UTHY":"US Treasury 30 Year Bond ETF","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","IEF":"债券指数ETF-iShares Barclays 7-10年","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","BND":"债券指数ETF-Vanguard美国","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","BK4585":"ETF&股票定投概念","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4534":"瑞士信贷持仓","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0106831901.USD":"贝莱德世界金融基金A2","UTRE":"US Treasury 3 Year Note ETF","BK4566":"资本集团","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","BK4559":"巴菲特持仓","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4588":"碎股","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","BK4207":"综合性银行","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","IEI":"iShares Barclays 3-7 Year Trea","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","UTWY":"US Treasury 20 Year Bond ETF","BK4504":"桥水持仓"},"source_url":"https://wallstreetcn.com/articles/3745095","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2527955655","content_text":"花旗指出，美本周的动荡更可能是由于市场对美债需求下降的担忧所导致的“买家罢工”，而非实际的外国投资者抛售行为。2023年美国国债市场曾出现“买家罢工”，最终通过财政部和美联储联合声明得以缓解。本周美国国债收益率不断攀高，美债市场经历了自2023年3月银行业危机和2020年疫情以来最具挑战性的流动性事件。一方面，年初以来的两次国债拍卖均未能取得预期的成功，美债收益率大幅上升，对冲基金的减仓显示出市场对利率的担忧加剧；另一方面，来自国际市场的需求疲软，及部分国家可能减持美债的风险也令投资者心存不安。花旗Jabaz Mathai团队在11日中的研报指出，尽管国债市场出现了抛售，但期货基差并未显示出明显的压力迹象。TIPS的实际利率下跌幅度也大于名义利率。4月2日至4月9日期间，外国官方持有的美债甚至增加了30亿美元。这意味着，本周的市场动荡更可能是由于市场对美国国债需求下降的担忧所导致的“买家罢工”，而非实际的外国投资者抛售行为。2023年美国国债市场曾出现“买家罢工”，最终通过财政部和美联储联合声明得以缓解。为避免类似情况重演，花旗提出四项潜在解决方案，包括豁免补充杠杆率、停止量化紧缩、调整国债回购计划以及取消20年期国债。发生了什么？需求冲击与市场动荡、债券市场的“看跌期权”本周，美国国债市场经历了自2023年3月银行危机以来最严重的流动性事件之一。3年期、10年期和30年期国债的拍卖表现不佳，10年期国债收益率在本周初失去了对冲功能，随着股市下跌而上升。周二的3年期国债拍卖表现不佳，引发了周三10年期国债拍卖的压力，而周四的30年期国债拍卖也面临巨大压力。花旗表示，市场对此次动荡的反应是多方面的。掉期利差大幅下降，收益率曲线显著陡峭化，通胀保值债券（TIPS）的实际收益率也出现了大幅波动。本周另一个显著的现象是，特朗普政府推迟了关税政策的实施。花旗认为，政府可能担心国债收益率的上升会增加未来十年的利息支出，因此在国债收益率接近4.5%时，部分关税被推迟。原因是什么？市场普遍猜测，一些国家可能因美国关税政策而减少对美国国债的持有，但花旗通过分析美联储托管账户中的外国官方持有量数据发现，在4月2日至4月9日期间，外国官方持有的美国国债增加了30亿美元，这表明外国投资者可能并未大规模抛售美国国债。此外，尽管国债市场出现了抛售，但期货基差并未显示出明显的压力迹象。“例如，TY（10年期国债期货）的净基差在本周的波动中保持相对稳定，与2020年疫情期间的大幅波动相比，当前的基差水平较为温和。”这表明，期货市场的交易者并未因国债市场的抛售而过度恐慌，期货市场的定价机制仍在正常运行。以及，在此次抛售中，TIPS的实际利率下跌幅度大于名义利率。花旗认为，这不仅是因为市场对经济放缓的预期增加，还因为流动性溢价上升。这意味着，市场对通胀预期的调整不仅仅是基于经济基本面的变化，还反映了市场对流动性的担忧。因此，花旗认为，本周的市场动荡更可能是由于市场对美国国债需求下降的担忧所导致的“买家罢工”，而非实际的外国投资者抛售行为：“这增加了我们看到的纯粹买家因担心后端 UST 需求下降而罢工的可能性，并且很可能受到风险资产波动性增加的推动。”那美国还有什么办法呢？买家罢工（buyers’ 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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开盘：与特斯拉合作，激光雷达公司Luminar涨超8%\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\">2021-05-24 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月24日，美股三大指数小幅高开，道指涨0.37%，纳指涨0.64%，标普500指数涨0.56%。</p><p><img src=\"https://static.tigerbbs.com/71ce16c415605a558ef2e4679185e009\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>中概教育股普遍低开，<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>跌逾7％，<a href=\"https://laohu8.com/S/EDU\">新东方</a>教育跌逾5％，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌4％。</p><p>激光雷达公司Luminar涨超8%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>与其签订了一份使用激光传感器技术进行测试和开发的合同。</p><p><a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>开涨超20%，维珍银河太空船、火箭动力飞机VSS Unity于22日在美国新墨西哥州成功完成太空飞行。</p><p>Beyond Meat涨超6%，此前获伯恩斯坦上调评级。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"TSLA":"特斯拉","LAZR":"Luminar Technologies, Inc.",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181999936","content_text":"5月24日，美股三大指数小幅高开，道指涨0.37%，纳指涨0.64%，标普500指数涨0.56%。中概教育股普遍低开，跟谁学跌逾7％，新东方教育跌逾5％，好未来跌4％。激光雷达公司Luminar涨超8%，特斯拉与其签订了一份使用激光传感器技术进行测试和开发的合同。维珍银河开涨超20%，维珍银河太空船、火箭动力飞机VSS Unity于22日在美国新墨西哥州成功完成太空飞行。Beyond Meat涨超6%，此前获伯恩斯坦上调评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327359619,"gmtCreate":1616062436831,"gmtModify":1616062436831,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568281304096151","authorIdStr":"3568281304096151"},"themes":[],"htmlText":"港股重磅IPO晕云集","listText":"港股重磅IPO晕云集","text":"港股重磅IPO晕云集","images":[{"img":"https://static.tigerbbs.com/7b2fab83595234faedd8e88c2806b500","width":"640","height":"1499"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/327359619","isVote":1,"tweetType":1,"viewCount":1173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":412299681202360,"gmtCreate":1741693822608,"gmtModify":1741693824834,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568281304096151","authorIdStr":"3568281304096151"},"themes":[],"htmlText":"买一辆车安慰一下马斯克，老妈回来弄自己的科技，政治就不要碰了.","listText":"买一辆车安慰一下马斯克，老妈回来弄自己的科技，政治就不要碰了.","text":"买一辆车安慰一下马斯克，老妈回来弄自己的科技，政治就不要碰了.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412299681202360","repostId":"1161108513","repostType":4,"repost":{"id":"1161108513","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":1741672499,"share":"https://www.laohu8.com/m/news/1161108513?lang=&edition=full","pubTime":"2025-03-11 13:54","market":"us","language":"zh","title":"特斯拉股价雪崩，特朗普强势 “救场”：购车支持马斯克，反击抵制潮","url":"https://stock-news.laohu8.com/highlight/detail?id=1161108513","media":"老虎资讯综合","summary":"在电动汽车制造商$特斯拉$因马斯克的政治倾向问题而面临越来越多的反对声浪，股价遭遇四年来最糟糕的一天后，美国总统唐纳德特朗普表示，他将购买一辆 “全新” 的特斯拉来支持埃隆马斯克。特朗普没有具体说明他会购买哪一款特斯拉车型。周一特斯拉股价的跌幅是自 2020 年 9 月以来最大的单日跌幅。2025 年，该公司股价已下跌 45%，自特朗普去年 11 月赢得美国总统大选以来的涨幅已全部抹去。","content":"<html><head></head><body><p>在电动汽车制造商<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>因马斯克的政治倾向问题而面临越来越多的反对声浪，股价遭遇四年来最糟糕的一天后，美国总统唐纳德・特朗普表示，他将购买一辆 “全新” 的特斯拉来支持埃隆・马斯克。</p><p>华盛顿时间午夜刚过，特朗普发文称他将 “明天早上” 购买一辆新的特斯拉，以 “表达对埃隆・马斯克这位真正伟大的美国人的信心和支持。他为了帮助实现‘让美国再次伟大’而施展自己的卓越才能，为什么要因此受到惩罚呢？” 特朗普没有具体说明他会购买哪一款特斯拉车型。</p><p>马斯克曾花费数千万美元帮助特朗普当选，如今他是总统削减美国政府规模行动的代表人物，他对此仅回应了一句 “谢谢”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/491a8a949167f5e37033568e1d7ce224\" title=\"\" tg-width=\"579\" tg-height=\"771\"/></p><p>在<a href=\"https://laohu8.com/S/UBS\">瑞银</a>集团的约瑟夫・斯帕克等分析师下调交付预期后，特斯拉股价周一下跌了 15%。根据彭博亿万富翁指数，自 1 月以来，马斯克的净资产已经缩水超过 1300 亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da9f57f463557ecf10ea513a7a032156\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>除了将其最重要的车型改为新设计所带来的干扰外，针对身为特斯拉首席执行官的马斯克的负面反应，也损害了这家汽车制造商在一些全球最大的电动汽车市场的地位。例如，在德国，由于马斯克在 2 月 23 日选举前的几个月里支持德国极右翼政党 “德国选择党”，今年前两个月特斯拉汽车的注册量暴跌了 70%。</p><p>在中国 —— 全球最大的电动汽车市场 —— 特斯拉是努力追赶国内领先企业<a href=\"https://laohu8.com/S/002594\">比亚迪</a>的制造商之一。2 月，马斯克旗下公司位于上海的工厂汽车发货量暴跌 49%，至仅 30688 辆，这是自 2022 年 7 月以来的最低月度数据。</p><p>周一特斯拉股价的跌幅是自 2020 年 9 月以来最大的单日跌幅。2025 年，该公司股价已下跌 45%，自特朗普去年 11 月赢得美国总统大选以来的涨幅已全部抹去。</p><p>周一早些时候，在福克斯商业频道主持人拉里・库德洛的采访中，马斯克被问及在主导美国政府效率部（DOGE）的同时如何管理他的其他业务。这位世界首富回答说：“非常困难。”</p><p><em>本文编译自 Bloomberg 《Trump Says He’ll Buy a Tesla to Support Musk After Shares Plunge》</em></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>特斯拉股价雪崩，特朗普强势 “救场”：购车支持马斯克，反击抵制潮</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; 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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\">2025-03-11 13:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>在电动汽车制造商<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>因马斯克的政治倾向问题而面临越来越多的反对声浪，股价遭遇四年来最糟糕的一天后，美国总统唐纳德・特朗普表示，他将购买一辆 “全新” 的特斯拉来支持埃隆・马斯克。</p><p>华盛顿时间午夜刚过，特朗普发文称他将 “明天早上” 购买一辆新的特斯拉，以 “表达对埃隆・马斯克这位真正伟大的美国人的信心和支持。他为了帮助实现‘让美国再次伟大’而施展自己的卓越才能，为什么要因此受到惩罚呢？” 特朗普没有具体说明他会购买哪一款特斯拉车型。</p><p>马斯克曾花费数千万美元帮助特朗普当选，如今他是总统削减美国政府规模行动的代表人物，他对此仅回应了一句 “谢谢”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/491a8a949167f5e37033568e1d7ce224\" title=\"\" tg-width=\"579\" tg-height=\"771\"/></p><p>在<a href=\"https://laohu8.com/S/UBS\">瑞银</a>集团的约瑟夫・斯帕克等分析师下调交付预期后，特斯拉股价周一下跌了 15%。根据彭博亿万富翁指数，自 1 月以来，马斯克的净资产已经缩水超过 1300 亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da9f57f463557ecf10ea513a7a032156\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>除了将其最重要的车型改为新设计所带来的干扰外，针对身为特斯拉首席执行官的马斯克的负面反应，也损害了这家汽车制造商在一些全球最大的电动汽车市场的地位。例如，在德国，由于马斯克在 2 月 23 日选举前的几个月里支持德国极右翼政党 “德国选择党”，今年前两个月特斯拉汽车的注册量暴跌了 70%。</p><p>在中国 —— 全球最大的电动汽车市场 —— 特斯拉是努力追赶国内领先企业<a href=\"https://laohu8.com/S/002594\">比亚迪</a>的制造商之一。2 月，马斯克旗下公司位于上海的工厂汽车发货量暴跌 49%，至仅 30688 辆，这是自 2022 年 7 月以来的最低月度数据。</p><p>周一特斯拉股价的跌幅是自 2020 年 9 月以来最大的单日跌幅。2025 年，该公司股价已下跌 45%，自特朗普去年 11 月赢得美国总统大选以来的涨幅已全部抹去。</p><p>周一早些时候，在福克斯商业频道主持人拉里・库德洛的采访中，马斯克被问及在主导美国政府效率部（DOGE）的同时如何管理他的其他业务。这位世界首富回答说：“非常困难。”</p><p><em>本文编译自 Bloomberg 《Trump Says He’ll Buy a Tesla to Support Musk After Shares Plunge》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/11aa07d884a8bcf5b16d0bbcf63f5b28","relate_stocks":{"LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH 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GROWTH \"AMG2\" (H2-HKD) INC","TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161108513","content_text":"在电动汽车制造商特斯拉因马斯克的政治倾向问题而面临越来越多的反对声浪，股价遭遇四年来最糟糕的一天后，美国总统唐纳德・特朗普表示，他将购买一辆 “全新” 的特斯拉来支持埃隆・马斯克。华盛顿时间午夜刚过，特朗普发文称他将 “明天早上” 购买一辆新的特斯拉，以 “表达对埃隆・马斯克这位真正伟大的美国人的信心和支持。他为了帮助实现‘让美国再次伟大’而施展自己的卓越才能，为什么要因此受到惩罚呢？” 特朗普没有具体说明他会购买哪一款特斯拉车型。马斯克曾花费数千万美元帮助特朗普当选，如今他是总统削减美国政府规模行动的代表人物，他对此仅回应了一句 “谢谢”。在瑞银集团的约瑟夫・斯帕克等分析师下调交付预期后，特斯拉股价周一下跌了 15%。根据彭博亿万富翁指数，自 1 月以来，马斯克的净资产已经缩水超过 1300 亿美元。除了将其最重要的车型改为新设计所带来的干扰外，针对身为特斯拉首席执行官的马斯克的负面反应，也损害了这家汽车制造商在一些全球最大的电动汽车市场的地位。例如，在德国，由于马斯克在 2 月 23 日选举前的几个月里支持德国极右翼政党 “德国选择党”，今年前两个月特斯拉汽车的注册量暴跌了 70%。在中国 —— 全球最大的电动汽车市场 —— 特斯拉是努力追赶国内领先企业比亚迪的制造商之一。2 月，马斯克旗下公司位于上海的工厂汽车发货量暴跌 49%，至仅 30688 辆，这是自 2022 年 7 月以来的最低月度数据。周一特斯拉股价的跌幅是自 2020 年 9 月以来最大的单日跌幅。2025 年，该公司股价已下跌 45%，自特朗普去年 11 月赢得美国总统大选以来的涨幅已全部抹去。周一早些时候，在福克斯商业频道主持人拉里・库德洛的采访中，马斯克被问及在主导美国政府效率部（DOGE）的同时如何管理他的其他业务。这位世界首富回答说：“非常困难。”本文编译自 Bloomberg 《Trump Says He’ll Buy a Tesla to Support Musk After Shares Plunge》","news_type":1},"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687724071,"gmtCreate":1661273590698,"gmtModify":1661273590698,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568281304096151","authorIdStr":"3568281304096151"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MF\">$每日优鲜(MF)$</a>要死的节奏","listText":"<a href=\"https://laohu8.com/S/MF\">$每日优鲜(MF)$</a>要死的节奏","text":"$每日优鲜(MF)$要死的节奏","images":[{"img":"https://static.tigerbbs.com/7c01611478fdaabeaabb502f09394843","width":"750","height":"1875"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/687724071","isVote":1,"tweetType":1,"viewCount":2270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":158982818,"gmtCreate":1625122731234,"gmtModify":1625122731234,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568281304096151","authorIdStr":"3568281304096151"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MF\">$每日优鲜(MF)$</a>打错了，选叮咚就好","listText":"<a href=\"https://laohu8.com/S/MF\">$每日优鲜(MF)$</a>打错了，选叮咚就好","text":"$每日优鲜(MF)$打错了，选叮咚就好","images":[{"img":"https://static.tigerbbs.com/fcdf362962decc98d93e5b8a0b4414e4","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/158982818","isVote":1,"tweetType":1,"viewCount":1423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":138475338,"gmtCreate":1621957635124,"gmtModify":1621957635124,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568281304096151","authorIdStr":"3568281304096151"},"themes":[],"htmlText":"跟A股很想，航空跟券商今天涨的好","listText":"跟A股很想，航空跟券商今天涨的好","text":"跟A股很想，航空跟券商今天涨的好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/138475338","repostId":"1176151247","repostType":2,"repost":{"id":"1176151247","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":1621952087,"share":"https://www.laohu8.com/m/news/1176151247?lang=&edition=full","pubTime":"2021-05-25 22:14","market":"us","language":"zh","title":"【异动】邮轮、航空盘中走强，多股涨超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1176151247","media":"老虎资讯综合","summary":"5月25日，邮轮板块、航空板块盘中走强，皇家加勒比邮轮、嘉年华邮轮涨超4%，挪威邮轮涨超5%；达美航空、美国航空涨超4%，联合大陆航空涨超5%。消息方面：挪威邮轮控股有限公司计划从8月初开始提供阿拉斯","content":"<p>5月25日，邮轮板块、航空板块盘中走强，皇家加勒比邮轮、嘉年华邮轮涨超4%，挪威邮轮涨超5%；达美航空、美国航空涨超4%，联合大陆航空涨超5%。</p><p><img src=\"https://static.tigerbbs.com/32901a1141924908371ce4692ba55156\" tg-width=\"426\" tg-height=\"373\" referrerpolicy=\"no-referrer\">消息方面：挪威邮轮控股有限公司计划从8月初开始提供阿拉斯加游轮服务，与嘉年华邮轮公司和皇家加勒比邮轮公司的几艘轮船一道，计划在一年多前因Covid-19疫情没有在美国开展业务后重返阿拉斯加。</p><p><b>美国航空集团</b>西班牙最近宣布从6月7日开始允许接种疫苗的旅行者入境，随后AAL计划增加对西班牙的服务。</p><p>联合航空预计2021年第三季度调整后的未计利息、税项、折旧及摊销前的利润为正。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【异动】邮轮、航空盘中走强，多股涨超4%</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; 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【异动】邮轮、航空盘中走强，多股涨超4%\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\">2021-05-25 22:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月25日，邮轮板块、航空板块盘中走强，皇家加勒比邮轮、嘉年华邮轮涨超4%，挪威邮轮涨超5%；达美航空、美国航空涨超4%，联合大陆航空涨超5%。</p><p><img src=\"https://static.tigerbbs.com/32901a1141924908371ce4692ba55156\" tg-width=\"426\" tg-height=\"373\" referrerpolicy=\"no-referrer\">消息方面：挪威邮轮控股有限公司计划从8月初开始提供阿拉斯加游轮服务，与嘉年华邮轮公司和皇家加勒比邮轮公司的几艘轮船一道，计划在一年多前因Covid-19疫情没有在美国开展业务后重返阿拉斯加。</p><p><b>美国航空集团</b>西班牙最近宣布从6月7日开始允许接种疫苗的旅行者入境，随后AAL计划增加对西班牙的服务。</p><p>联合航空预计2021年第三季度调整后的未计利息、税项、折旧及摊销前的利润为正。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/411c6ea7e969aee81c7c240d3341abef","relate_stocks":{"RCL":"皇家加勒比邮轮"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176151247","content_text":"5月25日，邮轮板块、航空板块盘中走强，皇家加勒比邮轮、嘉年华邮轮涨超4%，挪威邮轮涨超5%；达美航空、美国航空涨超4%，联合大陆航空涨超5%。消息方面：挪威邮轮控股有限公司计划从8月初开始提供阿拉斯加游轮服务，与嘉年华邮轮公司和皇家加勒比邮轮公司的几艘轮船一道，计划在一年多前因Covid-19疫情没有在美国开展业务后重返阿拉斯加。美国航空集团西班牙最近宣布从6月7日开始允许接种疫苗的旅行者入境，随后AAL计划增加对西班牙的服务。联合航空预计2021年第三季度调整后的未计利息、税项、折旧及摊销前的利润为正。","news_type":1},"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376980997,"gmtCreate":1619079905719,"gmtModify":1619079905719,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568281304096151","authorIdStr":"3568281304096151"},"themes":[],"htmlText":"<a 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