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吴佰旺
吴佰旺
·
04-29 21:10
又哔哔
亚马逊盘前跌超2%，白宫新闻秘书表示，亚马逊展示关税成本计划是一种“敌意”做法
亚马逊盘前快速下行，现跌超2%，白宫新闻秘书莱维特表示，亚马逊展示商品关税成本的计划是一种“敌意”做法
亚马逊盘前跌超2%，白宫新闻秘书表示，亚马逊展示关税成本计划是一种“敌意”做法
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吴佰旺
吴佰旺
·
04-28 22:54
大陆仔
异动 | 热门中概股盘中持续冲高，小马智行涨超30%，法拉第未来涨超20%，迅雷涨超16%
4月28日周一，截止收稿，热门中概股盘中持续冲高，小马智行涨超30%，法拉第未来涨超20%，迅雷涨超16%，蔚来ADR一度涨超8.9%，现涨超5%，理想涨超3%。消息方面：花旗集团将蔚来ADR纳入30天“积极催化剂观察”清单，谈及该公司新推车型、无人驾驶进展、以及成本节约。
异动 | 热门中概股盘中持续冲高，小马智行涨超30%，法拉第未来涨超20%，迅雷涨超16%
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吴佰旺
吴佰旺
·
04-28 22:03
大陆仔又赢了
异动 | 热门中概股盘中集体冲高，小马智行涨超15%，蔚来涨超7%
4月28日，美股盘中热门中概股盘中集体冲高，小马智行涨超15%，蔚来涨超7%，瑞幸咖啡、霸王茶姬涨超6%，理想汽车涨超3%，携程网、名创优品涨超2%，京东涨近2%。
异动 | 热门中概股盘中集体冲高，小马智行涨超15%，蔚来涨超7%
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吴佰旺
吴佰旺
·
04-24
天天哔哔人家这难消那难消，大陆仔天天赢
美股夜盘 | 绩优股持续走高，NOW涨近10%，德州仪器涨近5%；关税担忧难消，IBM跌近7%
本周四（4月24日）美股夜盘时段，绩优股持续走高， $ServiceNow(NOW)$ 涨近10%，公司一季度盈利超预期，人工智能软件需求强劲提振业绩： $德州仪器(TXN)$ 涨近5%，公司发布乐观展望，工业和汽车零部件需求反弹：关税+美国政府降本担忧难消， $IBM(IBM)$ Q1业绩好于预期，股价夜盘仍下跌近7%：
美股夜盘 | 绩优股持续走高，NOW涨近10%，德州仪器涨近5%；关税担忧难消，IBM跌近7%
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吴佰旺
吴佰旺
·
04-23
自己几斤几两
苹果、Meta因违反技术规则被欧盟罚款总计7亿欧元
4月23日，市场消息：$苹果(AAPL)$因违反反垄断规则，被欧盟反垄断机构罚款5亿欧元；Meta Platforms被处以2亿欧元罚款。
苹果、Meta因违反技术规则被欧盟罚款总计7亿欧元
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吴佰旺
吴佰旺
·
04-23
天天BB别人家市场，无语了
苹果、Meta因违反技术规则被欧盟罚款总计7亿欧元
4月23日，市场消息：$苹果(AAPL)$因违反反垄断规则，被欧盟反垄断机构罚款5亿欧元；Meta Platforms被处以2亿欧元罚款。
苹果、Meta因违反技术规则被欧盟罚款总计7亿欧元
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吴佰旺
吴佰旺
·
04-23
天天赢，赢麻了
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吴佰旺
吴佰旺
·
04-23
你们G又赢了，可以了吧
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吴佰旺
吴佰旺
·
04-22
你们又赢了你们天天赢
媒体消息：欧盟可能于周三对Meta和苹果进行罚款
开出第一批数字市场法（DMA）罚款。
媒体消息：欧盟可能于周三对Meta和苹果进行罚款
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吴佰旺
吴佰旺
·
04-22
你们又赢了？
罕见的美国“股债汇”三杀：1971年至今只发生过6次
中金公司认为，美国“滞胀”且非美国家基本面较好时，美国可能出现股债汇“三杀”。除了交易因素以外，从基本面上来讲，当前市场在定价“美国的滞胀”以及一个“没那么差的欧元区”。
罕见的美国“股债汇”三杀：1971年至今只发生过6次
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22:52","market":"us","language":"zh","title":"异动 | 热门中概股盘中持续冲高，小马智行涨超30%，法拉第未来涨超20%，迅雷涨超16%","url":"https://stock-news.laohu8.com/highlight/detail?id=1121971004","media":"老虎资讯综合","summary":"4月28日周一，截止收稿，热门中概股盘中持续冲高，小马智行涨超30%，法拉第未来涨超20%，迅雷涨超16%，蔚来ADR一度涨超8.9%，现涨超5%，理想涨超3%。消息方面：花旗集团将蔚来ADR纳入30天“积极催化剂观察”清单，谈及该公司新推车型、无人驾驶进展、以及成本节约。","content":"<html><head></head><body><p>4月28日周一，截止收稿，热门中概股盘中持续冲高，<a href=\"https://laohu8.com/S/PONY\">小马智行</a>涨超30%，<a href=\"https://laohu8.com/S/FFAI\">法拉第未来</a>涨超20%，<a href=\"https://laohu8.com/S/XNET\">迅雷</a>涨超16%，<a href=\"https://laohu8.com/S/CHA\">霸王茶姬</a>涨超5%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>ADR一度涨超8.9%，现涨超5%，理想涨超3%。</p><p>消息方面：花旗集团将<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>ADR纳入30天“积极催化剂观察”清单，谈及该公司新推车型、无人驾驶进展、以及成本节约。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf7fbcde23c159c7ec9eb5152c52d535\" title=\"\" tg-width=\"1150\" tg-height=\"510\"/></p></body></html>","collect":0,"html":"<!DOCTYPE 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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\">2025-04-28 22:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月28日周一，截止收稿，热门中概股盘中持续冲高，<a href=\"https://laohu8.com/S/PONY\">小马智行</a>涨超30%，<a href=\"https://laohu8.com/S/FFAI\">法拉第未来</a>涨超20%，<a href=\"https://laohu8.com/S/XNET\">迅雷</a>涨超16%，<a href=\"https://laohu8.com/S/CHA\">霸王茶姬</a>涨超5%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>ADR一度涨超8.9%，现涨超5%，理想涨超3%。</p><p>消息方面：花旗集团将<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>ADR纳入30天“积极催化剂观察”清单，谈及该公司新推车型、无人驾驶进展、以及成本节约。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf7fbcde23c159c7ec9eb5152c52d535\" title=\"\" tg-width=\"1150\" tg-height=\"510\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/62b9c994bdb94c5ec45b766226c68593","relate_stocks":{"FFAI":"法拉第未来","PONY":"小马智行","BK4023":"应用软件","BK4099":"汽车制造商","XNET":"迅雷"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121971004","content_text":"4月28日周一，截止收稿，热门中概股盘中持续冲高，小马智行涨超30%，法拉第未来涨超20%，迅雷涨超16%，霸王茶姬涨超5%，蔚来ADR一度涨超8.9%，现涨超5%，理想涨超3%。消息方面：花旗集团将蔚来ADR纳入30天“积极催化剂观察”清单，谈及该公司新推车型、无人驾驶进展、以及成本节约。","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429373562376440,"gmtCreate":1745848999518,"gmtModify":1745849001412,"author":{"id":"3542158199292320","authorId":"3542158199292320","name":"吴佰旺","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542158199292320","authorIdStr":"3542158199292320"},"themes":[],"htmlText":"大陆仔又赢了","listText":"大陆仔又赢了","text":"大陆仔又赢了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429373562376440","repostId":"1150043347","repostType":2,"repost":{"id":"1150043347","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":1745848902,"share":"https://www.laohu8.com/m/news/1150043347?lang=&edition=full","pubTime":"2025-04-28 22:01","market":"hk","language":"zh","title":"异动 | 热门中概股盘中集体冲高，小马智行涨超15%，蔚来涨超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1150043347","media":"老虎资讯综合","summary":"4月28日，美股盘中热门中概股盘中集体冲高，小马智行涨超15%，蔚来涨超7%，瑞幸咖啡、霸王茶姬涨超6%，理想汽车涨超3%，携程网、名创优品涨超2%，京东涨近2%。","content":"<html><head></head><body><p>4月28日，热门中概股盘中集体冲高，小马智行涨超15%，蔚来涨超7%，瑞幸咖啡、霸王茶姬涨超6%，理想汽车涨超3%，携程网、名创优品涨超2%，京东涨近2%。</p><p>消息方面：小马智行近期携手丰田、北汽、广汽于上海车展发布第七代Robotaxi平台，硬件BOM成本下降约70%，计划25H2量产运营。公司与禾赛达成合作，核心感知标配4颗禾赛AT128 激光雷达，实现200米范围内360度感知。同时，依托腾讯云提供的高性能算力、仿真平台、AI工具链与地图服务，公司加速L4级自动驾驶模型训练与算法迭代。此外，公司新打通微信“出行服务”入口及腾讯地图，有望触达超13亿用户，增强C端渗透力与运营转化效率。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31568a54d6c2faaf261cf44b52e56ac6\" title=\"\" tg-width=\"1170\" tg-height=\"514\"/></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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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\">2025-04-28 22:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月28日，热门中概股盘中集体冲高，小马智行涨超15%，蔚来涨超7%，瑞幸咖啡、霸王茶姬涨超6%，理想汽车涨超3%，携程网、名创优品涨超2%，京东涨近2%。</p><p>消息方面：小马智行近期携手丰田、北汽、广汽于上海车展发布第七代Robotaxi平台，硬件BOM成本下降约70%，计划25H2量产运营。公司与禾赛达成合作，核心感知标配4颗禾赛AT128 激光雷达，实现200米范围内360度感知。同时，依托腾讯云提供的高性能算力、仿真平台、AI工具链与地图服务，公司加速L4级自动驾驶模型训练与算法迭代。此外，公司新打通微信“出行服务”入口及腾讯地图，有望触达超13亿用户，增强C端渗透力与运营转化效率。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31568a54d6c2faaf261cf44b52e56ac6\" title=\"\" tg-width=\"1170\" tg-height=\"514\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/39181048208af750cc07d671fc90fa8f","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150043347","content_text":"4月28日，热门中概股盘中集体冲高，小马智行涨超15%，蔚来涨超7%，瑞幸咖啡、霸王茶姬涨超6%，理想汽车涨超3%，携程网、名创优品涨超2%，京东涨近2%。消息方面：小马智行近期携手丰田、北汽、广汽于上海车展发布第七代Robotaxi平台，硬件BOM成本下降约70%，计划25H2量产运营。公司与禾赛达成合作，核心感知标配4颗禾赛AT128 激光雷达，实现200米范围内360度感知。同时，依托腾讯云提供的高性能算力、仿真平台、AI工具链与地图服务，公司加速L4级自动驾驶模型训练与算法迭代。此外，公司新打通微信“出行服务”入口及腾讯地图，有望触达超13亿用户，增强C端渗透力与运营转化效率。","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427750082732920,"gmtCreate":1745454714031,"gmtModify":1745454715950,"author":{"id":"3542158199292320","authorId":"3542158199292320","name":"吴佰旺","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542158199292320","authorIdStr":"3542158199292320"},"themes":[],"htmlText":"天天哔哔人家这难消那难消，大陆仔天天赢","listText":"天天哔哔人家这难消那难消，大陆仔天天赢","text":"天天哔哔人家这难消那难消，大陆仔天天赢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427750082732920","repostId":"1106653968","repostType":2,"repost":{"id":"1106653968","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":1745453706,"share":"https://www.laohu8.com/m/news/1106653968?lang=&edition=full","pubTime":"2025-04-24 08:15","market":"us","language":"zh","title":"美股夜盘 | 绩优股持续走高，NOW涨近10%，德州仪器涨近5%；关税担忧难消，IBM跌近7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1106653968","media":"老虎资讯综合","summary":"本周四（4月24日）美股夜盘时段，绩优股持续走高， $ServiceNow(NOW)$ 涨近10%，公司一季度盈利超预期，人工智能软件需求强劲提振业绩： $德州仪器(TXN)$ 涨近5%，公司发布乐观展望，工业和汽车零部件需求反弹：关税+美国政府降本担忧难消， $IBM(IBM)$ Q1业绩好于预期，股价夜盘仍下跌近7%：","content":"<html><head></head><body><p>本周四（4月24日）美股夜盘时段，绩优股持续走高， <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a> 涨近10%，公司一季度盈利超预期，人工智能软件需求强劲提振业绩：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe9fe3ad6d7a0e49f476db8aff7c9ce9\" tg-width=\"1224\" tg-height=\"1240\"/></p><p> <a href=\"https://laohu8.com/S/TXN\">德州仪器</a> 涨近5%，公司发布乐观展望，工业和汽车零部件需求反弹：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/052cdf9ea33db84bd6a31a2c1cbbd1a3\" tg-width=\"1224\" tg-height=\"1250\"/></p><p>关税+美国政府降本担忧难消， <a href=\"https://laohu8.com/S/IBM\">IBM</a> Q1业绩好于预期，股价夜盘仍下跌近7%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc24e8fb95ed88e9c8ea4221bb68e8b6\" tg-width=\"1224\" tg-height=\"1256\"/></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>美股夜盘 | 绩优股持续走高，NOW涨近10%，德州仪器涨近5%；关税担忧难消，IBM跌近7%</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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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股夜盘 | 绩优股持续走高，NOW涨近10%，德州仪器涨近5%；关税担忧难消，IBM跌近7%\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\">2025-04-24 08:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>本周四（4月24日）美股夜盘时段，绩优股持续走高， <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a> 涨近10%，公司一季度盈利超预期，人工智能软件需求强劲提振业绩：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe9fe3ad6d7a0e49f476db8aff7c9ce9\" tg-width=\"1224\" tg-height=\"1240\"/></p><p> <a href=\"https://laohu8.com/S/TXN\">德州仪器</a> 涨近5%，公司发布乐观展望，工业和汽车零部件需求反弹：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/052cdf9ea33db84bd6a31a2c1cbbd1a3\" tg-width=\"1224\" tg-height=\"1250\"/></p><p>关税+美国政府降本担忧难消， <a href=\"https://laohu8.com/S/IBM\">IBM</a> Q1业绩好于预期，股价夜盘仍下跌近7%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc24e8fb95ed88e9c8ea4221bb68e8b6\" tg-width=\"1224\" tg-height=\"1256\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"TXN":"德州仪器","IBM":"IBM","NOW":"ServiceNow"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106653968","content_text":"本周四（4月24日）美股夜盘时段，绩优股持续走高， ServiceNow 涨近10%，公司一季度盈利超预期，人工智能软件需求强劲提振业绩： 德州仪器 涨近5%，公司发布乐观展望，工业和汽车零部件需求反弹：关税+美国政府降本担忧难消， IBM 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17:47","market":"us","language":"zh","title":"苹果、Meta因违反技术规则被欧盟罚款总计7亿欧元","url":"https://stock-news.laohu8.com/highlight/detail?id=1176389388","media":"老虎资讯综合","summary":"4月23日，市场消息：$苹果(AAPL)$因违反反垄断规则，被欧盟反垄断机构罚款5亿欧元；Meta Platforms被处以2亿欧元罚款。","content":"<html><head></head><body><p>4月23日，市场消息：<a href=\"https://laohu8.com/S/AAPL\">苹果</a>因违反反垄断规则，被欧盟反垄断机构罚款5亿欧元；<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>被处以2亿欧元罚款。欧盟表示，由于用户数量下降至某一临界值以下，Meta的市场平台不再被视为垄断者或门户。欧洲监管机构在苹果对浏览器选择界面进行调整后，终止了对苹果公司浏览器选项的调查。欧盟在一项新的指控中表示，苹果的条款阻止用户下载应用程序，网络应用商店违反了欧盟的规定。</p><p>苹果公司表示将对欧盟的罚款提起上诉，称其受到不公平的针对，欧盟的决定对用户的隐私和安全造成不利影响。</p><p>Meta Platforms表示，欧盟试图削弱美国企业，迫使其改变商业模式，提供劣质服务。</p><p>消息发布后，苹果、Meta美股盘前波动不大，维持涨势。截至发稿，苹果涨近3%，Meta涨近4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a613b9871097f7eed67fcfba754f03e4\" title=\"\" tg-width=\"862\" tg-height=\"831\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d87ddb9519e6bcf14c2059ff967cac2\" title=\"\" tg-width=\"864\" tg-height=\"835\"/></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>苹果、Meta因违反技术规则被欧盟罚款总计7亿欧元</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; 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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苹果、Meta因违反技术规则被欧盟罚款总计7亿欧元\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\">2025-04-23 17:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月23日，市场消息：<a href=\"https://laohu8.com/S/AAPL\">苹果</a>因违反反垄断规则，被欧盟反垄断机构罚款5亿欧元；<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>被处以2亿欧元罚款。欧盟表示，由于用户数量下降至某一临界值以下，Meta的市场平台不再被视为垄断者或门户。欧洲监管机构在苹果对浏览器选择界面进行调整后，终止了对苹果公司浏览器选项的调查。欧盟在一项新的指控中表示，苹果的条款阻止用户下载应用程序，网络应用商店违反了欧盟的规定。</p><p>苹果公司表示将对欧盟的罚款提起上诉，称其受到不公平的针对，欧盟的决定对用户的隐私和安全造成不利影响。</p><p>Meta Platforms表示，欧盟试图削弱美国企业，迫使其改变商业模式，提供劣质服务。</p><p>消息发布后，苹果、Meta美股盘前波动不大，维持涨势。截至发稿，苹果涨近3%，Meta涨近4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a613b9871097f7eed67fcfba754f03e4\" title=\"\" tg-width=\"862\" tg-height=\"831\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d87ddb9519e6bcf14c2059ff967cac2\" title=\"\" tg-width=\"864\" tg-height=\"835\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c15ea08a67c26a547a28c92bb65a70f2","relate_stocks":{"AAPL":"苹果","BK4592":"伊斯兰概念","BK4515":"5G概念","BK4507":"流媒体概念","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","BK4527":"明星科技股","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4501":"段永平概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","META":"Meta Platforms, Inc.","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176389388","content_text":"4月23日，市场消息：苹果因违反反垄断规则，被欧盟反垄断机构罚款5亿欧元；Meta Platforms被处以2亿欧元罚款。欧盟表示，由于用户数量下降至某一临界值以下，Meta的市场平台不再被视为垄断者或门户。欧洲监管机构在苹果对浏览器选择界面进行调整后，终止了对苹果公司浏览器选项的调查。欧盟在一项新的指控中表示，苹果的条款阻止用户下载应用程序，网络应用商店违反了欧盟的规定。苹果公司表示将对欧盟的罚款提起上诉，称其受到不公平的针对，欧盟的决定对用户的隐私和安全造成不利影响。Meta Platforms表示，欧盟试图削弱美国企业，迫使其改变商业模式，提供劣质服务。消息发布后，苹果、Meta美股盘前波动不大，维持涨势。截至发稿，苹果涨近3%，Meta涨近4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427561924800856,"gmtCreate":1745408716057,"gmtModify":1745408718883,"author":{"id":"3542158199292320","authorId":"3542158199292320","name":"吴佰旺","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542158199292320","authorIdStr":"3542158199292320"},"themes":[],"htmlText":"天天BB别人家市场，无语了","listText":"天天BB别人家市场，无语了","text":"天天BB别人家市场，无语了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427561924800856","repostId":"1176389388","repostType":2,"repost":{"id":"1176389388","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":1745401649,"share":"https://www.laohu8.com/m/news/1176389388?lang=&edition=full","pubTime":"2025-04-23 17:47","market":"us","language":"zh","title":"苹果、Meta因违反技术规则被欧盟罚款总计7亿欧元","url":"https://stock-news.laohu8.com/highlight/detail?id=1176389388","media":"老虎资讯综合","summary":"4月23日，市场消息：$苹果(AAPL)$因违反反垄断规则，被欧盟反垄断机构罚款5亿欧元；Meta Platforms被处以2亿欧元罚款。","content":"<html><head></head><body><p>4月23日，市场消息：<a href=\"https://laohu8.com/S/AAPL\">苹果</a>因违反反垄断规则，被欧盟反垄断机构罚款5亿欧元；<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>被处以2亿欧元罚款。欧盟表示，由于用户数量下降至某一临界值以下，Meta的市场平台不再被视为垄断者或门户。欧洲监管机构在苹果对浏览器选择界面进行调整后，终止了对苹果公司浏览器选项的调查。欧盟在一项新的指控中表示，苹果的条款阻止用户下载应用程序，网络应用商店违反了欧盟的规定。</p><p>苹果公司表示将对欧盟的罚款提起上诉，称其受到不公平的针对，欧盟的决定对用户的隐私和安全造成不利影响。</p><p>Meta Platforms表示，欧盟试图削弱美国企业，迫使其改变商业模式，提供劣质服务。</p><p>消息发布后，苹果、Meta美股盘前波动不大，维持涨势。截至发稿，苹果涨近3%，Meta涨近4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a613b9871097f7eed67fcfba754f03e4\" title=\"\" tg-width=\"862\" tg-height=\"831\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d87ddb9519e6bcf14c2059ff967cac2\" title=\"\" tg-width=\"864\" tg-height=\"835\"/></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>苹果、Meta因违反技术规则被欧盟罚款总计7亿欧元</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; 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class=\"title\">\n苹果、Meta因违反技术规则被欧盟罚款总计7亿欧元\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\">2025-04-23 17:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月23日，市场消息：<a href=\"https://laohu8.com/S/AAPL\">苹果</a>因违反反垄断规则，被欧盟反垄断机构罚款5亿欧元；<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>被处以2亿欧元罚款。欧盟表示，由于用户数量下降至某一临界值以下，Meta的市场平台不再被视为垄断者或门户。欧洲监管机构在苹果对浏览器选择界面进行调整后，终止了对苹果公司浏览器选项的调查。欧盟在一项新的指控中表示，苹果的条款阻止用户下载应用程序，网络应用商店违反了欧盟的规定。</p><p>苹果公司表示将对欧盟的罚款提起上诉，称其受到不公平的针对，欧盟的决定对用户的隐私和安全造成不利影响。</p><p>Meta Platforms表示，欧盟试图削弱美国企业，迫使其改变商业模式，提供劣质服务。</p><p>消息发布后，苹果、Meta美股盘前波动不大，维持涨势。截至发稿，苹果涨近3%，Meta涨近4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a613b9871097f7eed67fcfba754f03e4\" title=\"\" tg-width=\"862\" tg-height=\"831\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d87ddb9519e6bcf14c2059ff967cac2\" title=\"\" tg-width=\"864\" tg-height=\"835\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c15ea08a67c26a547a28c92bb65a70f2","relate_stocks":{"AAPL":"苹果","BK4592":"伊斯兰概念","BK4515":"5G概念","BK4507":"流媒体概念","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","BK4527":"明星科技股","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4501":"段永平概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","META":"Meta Platforms, Inc.","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176389388","content_text":"4月23日，市场消息：苹果因违反反垄断规则，被欧盟反垄断机构罚款5亿欧元；Meta Platforms被处以2亿欧元罚款。欧盟表示，由于用户数量下降至某一临界值以下，Meta的市场平台不再被视为垄断者或门户。欧洲监管机构在苹果对浏览器选择界面进行调整后，终止了对苹果公司浏览器选项的调查。欧盟在一项新的指控中表示，苹果的条款阻止用户下载应用程序，网络应用商店违反了欧盟的规定。苹果公司表示将对欧盟的罚款提起上诉，称其受到不公平的针对，欧盟的决定对用户的隐私和安全造成不利影响。Meta Platforms表示，欧盟试图削弱美国企业，迫使其改变商业模式，提供劣质服务。消息发布后，苹果、Meta美股盘前波动不大，维持涨势。截至发稿，苹果涨近3%，Meta涨近4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427546141389144,"gmtCreate":1745404862686,"gmtModify":1745404864663,"author":{"id":"3542158199292320","authorId":"3542158199292320","name":"吴佰旺","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542158199292320","authorIdStr":"3542158199292320"},"themes":[],"htmlText":"天天赢，赢麻了","listText":"天天赢，赢麻了","text":"天天赢，赢麻了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427546141389144","isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427544865657472,"gmtCreate":1745404853234,"gmtModify":1745404855187,"author":{"id":"3542158199292320","authorId":"3542158199292320","name":"吴佰旺","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542158199292320","authorIdStr":"3542158199292320"},"themes":[],"htmlText":"你们G又赢了，可以了吧","listText":"你们G又赢了，可以了吧","text":"你们G又赢了，可以了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427544865657472","isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427266441748608,"gmtCreate":1745336895973,"gmtModify":1745336897935,"author":{"id":"3542158199292320","authorId":"3542158199292320","name":"吴佰旺","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542158199292320","authorIdStr":"3542158199292320"},"themes":[],"htmlText":"你们又赢了你们天天赢","listText":"你们又赢了你们天天赢","text":"你们又赢了你们天天赢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427266441748608","repostId":"1101225792","repostType":2,"repost":{"id":"1101225792","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":1745336813,"share":"https://www.laohu8.com/m/news/1101225792?lang=&edition=full","pubTime":"2025-04-22 23:46","market":"us","language":"zh","title":"媒体消息：欧盟可能于周三对Meta和苹果进行罚款","url":"https://stock-news.laohu8.com/highlight/detail?id=1101225792","media":"老虎资讯综合","summary":"开出第一批数字市场法（DMA）罚款。","content":"<html><head></head><body><p>周二，Meta、苹果盘中涨幅收窄。据德国商报：欧盟可能于周三对Meta和苹果开出第一批数字市场法（DMA）罚款。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bef19e7650680b9f9202942e26030f8b\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0d53c6e33729a02c23527ccb83b9cdf\" 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>媒体消息：欧盟可能于周三对Meta和苹果进行罚款</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媒体消息：欧盟可能于周三对Meta和苹果进行罚款\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\">2025-04-22 23:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二，Meta、苹果盘中涨幅收窄。据德国商报：欧盟可能于周三对Meta和苹果开出第一批数字市场法（DMA）罚款。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bef19e7650680b9f9202942e26030f8b\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0d53c6e33729a02c23527ccb83b9cdf\" 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/0ac3fcf8c61e22e53fed2a3d723d55e9","relate_stocks":{"AAPL":"苹果","META":"Meta Platforms, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101225792","content_text":"周二，Meta、苹果盘中涨幅收窄。据德国商报：欧盟可能于周三对Meta和苹果开出第一批数字市场法（DMA）罚款。","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427050914152984,"gmtCreate":1745283672835,"gmtModify":1745283674697,"author":{"id":"3542158199292320","authorId":"3542158199292320","name":"吴佰旺","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542158199292320","authorIdStr":"3542158199292320"},"themes":[],"htmlText":"你们又赢了？","listText":"你们又赢了？","text":"你们又赢了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427050914152984","repostId":"2529101365","repostType":2,"repost":{"id":"2529101365","kind":"news","pubTimestamp":1745283253,"share":"https://www.laohu8.com/m/news/2529101365?lang=&edition=full","pubTime":"2025-04-22 08:54","market":"us","language":"zh","title":"罕见的美国“股债汇”三杀：1971年至今只发生过6次","url":"https://stock-news.laohu8.com/highlight/detail?id=2529101365","media":"中金点睛","summary":"中金公司认为，美国“滞胀”且非美国家基本面较好时，美国可能出现股债汇“三杀”。除了交易因素以外，从基本面上来讲，当前市场在定价“美国的滞胀”以及一个“没那么差的欧元区”。","content":"<html><head></head><body><p>美国加征关税以来，美元并未走强，反而出现股债汇“三杀”的状况，这是历史上比较罕见的。4月至今，美元指数累计下跌5%，标普500指数下跌6%，10年期美债利率上升11个基点（美债价格下跌）。从1971年1月到现在，美国股债汇同时出现明显下跌的月份只有6个，如果4月美股、美债、美元不再大幅变化，2025年的4月将是1971年以来第7个单月美国股债汇都出现明显下跌的月份（图表1）。</p><p>图表1：1971年至今，美国股债汇同时明显下跌的月份只有6个</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a5b99cda4a5e93a377a4b02b99764141\" title=\"资料来源：Wind，中金公司研究部\" tg-width=\"1024\" tg-height=\"427\"/><span>资料来源：Wind，中金公司研究部</span></p><p><strong>一般来说，美股下跌、美债上涨、美元上涨是投资者更适应的资产变化组合。</strong>如果美国增长下行，由于盈利预期下调，美股就会下行。与此同时，由于增长下行，通胀也会下行，货币政策随之放松，利率也会下降，美国国债就会上涨。而作为全球重要的需求引擎和流动性的提供者，一旦美国经济增长下行，其他国家的基本面会比美国更差、政策空间相对美国更小，美元会扮演避险资产的角色，因此美元一般会上涨。</p><p><strong>但如果美国面临的是“滞胀”风险，同时其他经济体可以凭借“非美国”的力量支撑基本面，那么就有可能出现美国股债汇三杀的局面。2022年12月的美国股债汇三杀可以帮助我们理解这一轮的状况，当时市场在定价美国的滞胀以及欧洲和日本好于预期的基本面。</strong>2022年12月美联储议息会议的点阵图超出市场预期，当时商品通胀回落，但服务通胀粘性较强、劳动力市场供给比较紧，这也是美联储认为通胀风险还没有解除、需要保持较高利率的重要原因，因此美债收益率上升，而过紧的货币政策加剧了市场对衰退的担忧，因此美股下跌。以上的情况直接体现在了2022年12月（尤其是下半月）的股债双杀。</p><p>当时，在定价美国“滞胀”的同时，欧洲和日本经济的基本面反而好于预期，导致美元兑欧元、日元都出现了贬值。在进入4季度之前，欧元和日元兑美元的汇率都达到了20年的最低水平。受到俄乌冲突的影响，市场一直担心欧元区能源危机发酵，然而，进入12月后，北半球出现异常暖冬，北半球气温大举反弹，导致供暖需求下降，欧洲的天然气库存不降反升，之前市场担心的能源危机并未上演；2022年12月20日，日本央行公布的货币政策声明“变相”地放弃了超宽松的货币政策，出乎意料地调整了收益率控制曲线（Yield Curve Control，YCC），将10年期日本国债收益率的波动范围的目标水平从±0.25%扩大到±0.5%。我们认为这本质上反映了日本通胀持续上升后带来的货币政策调整。</p><p>图表2：美国“滞胀”且非美国家基本面较好时，美国可能出现股债汇“三杀”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3e2da3763ca1369f9d2cb52f547f0624\" title=\"资料来源：Wind，中金公司研究部\" tg-width=\"1024\" tg-height=\"635\"/><span>资料来源：Wind，中金公司研究部</span></p><p><strong>我们认为图表2揭示的机制仍然可以帮助我们理解这一次美国的股债汇三杀：从基本面上来讲，市场在定价“美国的滞胀”以及一个“没那么差的欧元区”。</strong></p><p><strong>► 美国政府的两个长期目标看起来不符合基本常识。</strong>美国政府认为加征关税最终可以实现两个目的（合理性面临较大质疑），一是制造业回流，二是减少贸易逆差。这两个目的之后有“两笔账”很难算得清楚。第一是劳动力资源的账本，美国目前基本处于充分就业的状态，失业率达到历史较低位（图表3），从宏观上来说并没有多余的劳动力资源可以用于制造业。第二是经常账户的账本，从总量层面来看，我们认为美国经常账户并没有显著失衡。如图表4所示，如果只看制造业的话，2024年美国制造业的贸易逆差约1.59万亿美元，占GDP的5.44%。然而，美国在农业、能源领域有较大的贸易顺差，2024年美国的<a href=\"https://laohu8.com/S/000061\">农产品</a>贸易顺差为230亿美元，占GDP的0.08%，能源和矿产品贸易顺差为820亿美元，占GDP的0.28%。同时，经常账户除了包括货物贸易还有服务贸易，美国服务贸易常年处于顺差状态，2024年美国服务贸易顺差约2950亿美元，占GDP的1%。综合来看，2024年美国的货物贸易和服务贸易赤字占GDP的比重为3.14%，贸易并未显著失衡（图表4）。</p><p>图表3：美国当前失业率处于历史较低位</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1145d6763aeaa4cbe8eb22690835e0d1\" title=\"资料来源：Haver Analytics，中金公司研究部\" tg-width=\"1024\" tg-height=\"645\"/><span>资料来源：Haver Analytics，中金公司研究部</span></p><p>图表4：美国在农产品、能源和矿产品、服务贸易领域都存在顺差</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8e8952bf83f8218c2970c00e9a27bd8d\" title=\"资料来源：Haver Analytics，中金公司研究部\" tg-width=\"810\" tg-height=\"532\"/><span>资料来源：Haver Analytics，中金公司研究部</span></p><p><strong>►如何在劳动力充分就业、经常账户没有显著失衡的状态下达到制造业回流和缩小经常账户赤字的目标呢？从宏观上来说，美国可能需要一场衰退才能实现这些目标。</strong>内需减少之后才可能有富余的劳动力用于制造业就业，同时内需减少之后可以降低对海外产品的需求来降低贸易逆差。综合来看，美国政府以极端方式挑战全球的经贸秩序，似乎要用一场衰退来实现本就不合理的经济目标，投资者很难接受这样的逻辑。<strong>更进一步地，美国选择的衰退是由供给冲击（关税）引起的衰退，这种模式对价格的影响有较强的结构特征，使得投资者难以确定美联储未来的政策路径。</strong>一方面，关税上升或将导致美国进口品的价格上升；但另一方面，4月3日欧佩克+宣布增产原油、俄乌局势并未进一步恶化，全球油价大幅下跌。市场既不敢确信最终的通胀走势，也不敢确信美联储到底是选择更重视通胀还是更重视增长，同时还在担忧美债净供给的上升。因此，即使在基差交易和利率互换套利交易引起的去杠杆暂时平静之后，美债利率仍然居高不下。</p><p><strong>►与此同时，欧洲的基本面展现出韧性。</strong>3月，德国议会通过决议放宽“债务刹车”，允许国防开支突破GDP的1%，并拓宽国防开支的范围，在军事装备升级的基础上，还允许资金用于民防、信息安全等。此外，德国议会还通过了5000亿欧元规模的基础设施投资基金，重点支持现代交通网络、数字基础设施、可再生能源和住房建设等，我们认为这有望拉动对各类原材料及相关制造业产品的需求。此外，4月欧佩克+同意自5月起向市场增加供应41.1万桶原油/日，使全球油价承压。稳定且充足的原油供应可降低欧洲制造业企业的能源成本，叠加财政扩张带来的增量需求，有利于企业扩大生产规模，支撑欧洲经济增长。</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>罕见的美国“股债汇”三杀：1971年至今只发生过6次</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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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罕见的美国“股债汇”三杀：1971年至今只发生过6次\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-22 08:54 北京时间 <a href=https://mp.weixin.qq.com/s?__biz=MzI3MDMzMjg0MA==&mid=2247778245&idx=1&sn=2ffa961bf0a1dbaf0bbdae9ca71aa9fc&chksm=ebac8d91b9f8fed80adcc6dd0a1467c7b4fe77b2cadfcae36c176715068be5994cd997f12133&mpshare=1&scene=23&srcid=0422NYSeoM7uDblFVrJ8sWpG&sharer_shareinfo=52b939eccd363ed7caf86378d550b970&sharer_shareinfo_first=52b939eccd363ed7caf86378d550b970#rd><strong>中金点睛</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国加征关税以来，美元并未走强，反而出现股债汇“三杀”的状况，这是历史上比较罕见的。4月至今，美元指数累计下跌5%，标普500指数下跌6%，10年期美债利率上升11个基点（美债价格下跌）。从1971年1月到现在，美国股债汇同时出现明显下跌的月份只有6个，如果4月美股、美债、美元不再大幅变化，2025年的4月将是1971年以来第7个单月美国股债汇都出现明显下跌的月份（图表1）。图表1：1971年至今...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzI3MDMzMjg0MA==&mid=2247778245&idx=1&sn=2ffa961bf0a1dbaf0bbdae9ca71aa9fc&chksm=ebac8d91b9f8fed80adcc6dd0a1467c7b4fe77b2cadfcae36c176715068be5994cd997f12133&mpshare=1&scene=23&srcid=0422NYSeoM7uDblFVrJ8sWpG&sharer_shareinfo=52b939eccd363ed7caf86378d550b970&sharer_shareinfo_first=52b939eccd363ed7caf86378d550b970#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9605622b46a37d62cc67a7cbd2f411ae","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s?__biz=MzI3MDMzMjg0MA==&mid=2247778245&idx=1&sn=2ffa961bf0a1dbaf0bbdae9ca71aa9fc&chksm=ebac8d91b9f8fed80adcc6dd0a1467c7b4fe77b2cadfcae36c176715068be5994cd997f12133&mpshare=1&scene=23&srcid=0422NYSeoM7uDblFVrJ8sWpG&sharer_shareinfo=52b939eccd363ed7caf86378d550b970&sharer_shareinfo_first=52b939eccd363ed7caf86378d550b970#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2529101365","content_text":"美国加征关税以来，美元并未走强，反而出现股债汇“三杀”的状况，这是历史上比较罕见的。4月至今，美元指数累计下跌5%，标普500指数下跌6%，10年期美债利率上升11个基点（美债价格下跌）。从1971年1月到现在，美国股债汇同时出现明显下跌的月份只有6个，如果4月美股、美债、美元不再大幅变化，2025年的4月将是1971年以来第7个单月美国股债汇都出现明显下跌的月份（图表1）。图表1：1971年至今，美国股债汇同时明显下跌的月份只有6个资料来源：Wind，中金公司研究部一般来说，美股下跌、美债上涨、美元上涨是投资者更适应的资产变化组合。如果美国增长下行，由于盈利预期下调，美股就会下行。与此同时，由于增长下行，通胀也会下行，货币政策随之放松，利率也会下降，美国国债就会上涨。而作为全球重要的需求引擎和流动性的提供者，一旦美国经济增长下行，其他国家的基本面会比美国更差、政策空间相对美国更小，美元会扮演避险资产的角色，因此美元一般会上涨。但如果美国面临的是“滞胀”风险，同时其他经济体可以凭借“非美国”的力量支撑基本面，那么就有可能出现美国股债汇三杀的局面。2022年12月的美国股债汇三杀可以帮助我们理解这一轮的状况，当时市场在定价美国的滞胀以及欧洲和日本好于预期的基本面。2022年12月美联储议息会议的点阵图超出市场预期，当时商品通胀回落，但服务通胀粘性较强、劳动力市场供给比较紧，这也是美联储认为通胀风险还没有解除、需要保持较高利率的重要原因，因此美债收益率上升，而过紧的货币政策加剧了市场对衰退的担忧，因此美股下跌。以上的情况直接体现在了2022年12月（尤其是下半月）的股债双杀。当时，在定价美国“滞胀”的同时，欧洲和日本经济的基本面反而好于预期，导致美元兑欧元、日元都出现了贬值。在进入4季度之前，欧元和日元兑美元的汇率都达到了20年的最低水平。受到俄乌冲突的影响，市场一直担心欧元区能源危机发酵，然而，进入12月后，北半球出现异常暖冬，北半球气温大举反弹，导致供暖需求下降，欧洲的天然气库存不降反升，之前市场担心的能源危机并未上演；2022年12月20日，日本央行公布的货币政策声明“变相”地放弃了超宽松的货币政策，出乎意料地调整了收益率控制曲线（Yield Curve Control，YCC），将10年期日本国债收益率的波动范围的目标水平从±0.25%扩大到±0.5%。我们认为这本质上反映了日本通胀持续上升后带来的货币政策调整。图表2：美国“滞胀”且非美国家基本面较好时，美国可能出现股债汇“三杀”资料来源：Wind，中金公司研究部我们认为图表2揭示的机制仍然可以帮助我们理解这一次美国的股债汇三杀：从基本面上来讲，市场在定价“美国的滞胀”以及一个“没那么差的欧元区”。► 美国政府的两个长期目标看起来不符合基本常识。美国政府认为加征关税最终可以实现两个目的（合理性面临较大质疑），一是制造业回流，二是减少贸易逆差。这两个目的之后有“两笔账”很难算得清楚。第一是劳动力资源的账本，美国目前基本处于充分就业的状态，失业率达到历史较低位（图表3），从宏观上来说并没有多余的劳动力资源可以用于制造业。第二是经常账户的账本，从总量层面来看，我们认为美国经常账户并没有显著失衡。如图表4所示，如果只看制造业的话，2024年美国制造业的贸易逆差约1.59万亿美元，占GDP的5.44%。然而，美国在农业、能源领域有较大的贸易顺差，2024年美国的农产品贸易顺差为230亿美元，占GDP的0.08%，能源和矿产品贸易顺差为820亿美元，占GDP的0.28%。同时，经常账户除了包括货物贸易还有服务贸易，美国服务贸易常年处于顺差状态，2024年美国服务贸易顺差约2950亿美元，占GDP的1%。综合来看，2024年美国的货物贸易和服务贸易赤字占GDP的比重为3.14%，贸易并未显著失衡（图表4）。图表3：美国当前失业率处于历史较低位资料来源：Haver Analytics，中金公司研究部图表4：美国在农产品、能源和矿产品、服务贸易领域都存在顺差资料来源：Haver Analytics，中金公司研究部►如何在劳动力充分就业、经常账户没有显著失衡的状态下达到制造业回流和缩小经常账户赤字的目标呢？从宏观上来说，美国可能需要一场衰退才能实现这些目标。内需减少之后才可能有富余的劳动力用于制造业就业，同时内需减少之后可以降低对海外产品的需求来降低贸易逆差。综合来看，美国政府以极端方式挑战全球的经贸秩序，似乎要用一场衰退来实现本就不合理的经济目标，投资者很难接受这样的逻辑。更进一步地，美国选择的衰退是由供给冲击（关税）引起的衰退，这种模式对价格的影响有较强的结构特征，使得投资者难以确定美联储未来的政策路径。一方面，关税上升或将导致美国进口品的价格上升；但另一方面，4月3日欧佩克+宣布增产原油、俄乌局势并未进一步恶化，全球油价大幅下跌。市场既不敢确信最终的通胀走势，也不敢确信美联储到底是选择更重视通胀还是更重视增长，同时还在担忧美债净供给的上升。因此，即使在基差交易和利率互换套利交易引起的去杠杆暂时平静之后，美债利率仍然居高不下。►与此同时，欧洲的基本面展现出韧性。3月，德国议会通过决议放宽“债务刹车”，允许国防开支突破GDP的1%，并拓宽国防开支的范围，在军事装备升级的基础上，还允许资金用于民防、信息安全等。此外，德国议会还通过了5000亿欧元规模的基础设施投资基金，重点支持现代交通网络、数字基础设施、可再生能源和住房建设等，我们认为这有望拉动对各类原材料及相关制造业产品的需求。此外，4月欧佩克+同意自5月起向市场增加供应41.1万桶原油/日，使全球油价承压。稳定且充足的原油供应可降低欧洲制造业企业的能源成本，叠加财政扩张带来的增量需求，有利于企业扩大生产规模，支撑欧洲经济增长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}