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2025-12-23
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<a href=\"https://ttm.financial/S/US30Y.BOND\">$美國30年期國債收益率(US30Y.BOND)$</a> 近期觸及5.33%，創下19年來的新高！[Cool] 同時，美國公債逼近40兆美元，聯邦赤字預計將在本財年突破2兆美元！[666] 而這些現實正在深刻地影響著ETF市場的趨勢，決定著哪些ETF能夠受益，哪些則會遭受重創！[Thinking] 那麼當前我們可以投資入手哪些ETF呢？[YoYo] 美國國債逼近40萬億美元，美國銀行向債券投資者發出警示 一、美國債務危機的現狀：40兆美元的「灰犀牛」 1. 債務總額突破40兆美元 2026年8月19日，美國財政部公佈的數據顯示，聯邦政府債務總額已正式突破40兆美元，達到40.047兆美元。其中，公眾持有債務32.266兆美元，政府內部持有債務7.78兆美元。 這一數字意味著什麼？2022年1月美國債務才突破30兆美元，僅僅四年半時間就飆升了10兆美元。債務佔GDP比重已達123%。美國政府平均每週需要借款約500億美元來維持運轉。 2. 財政赤字失控，利息支出壓垮預算 2026財年前九個月（2025年10月至2026年6月），聯邦政府財政赤字已達1.367兆美元。僅7月份，單月赤字就飆升至4,320億美元，創下2021年3月以來最大單月缺口。全年赤字預計將接近2兆美元。 更令人擔憂的是利息支出，2026財年全年債務利息支出預計突破1.2兆美元，佔聯邦財政總收入比重升至約19%。這意味著美國政府每收入5.6兆美元，就要花7.4兆美元，赤字1.9兆美元。 3. 長端收益率飆升，債市「義警」回歸 在這種背景下，投資者對長期美債的信心持續下降。8月18日，30年期美國國債殖利率盤中一度觸及5.33%，創下2007年6月以來新高；10年期國債殖利率也逼近4.75","listText":"小虎們，在美國財政部介入之前， <a href=\"https://ttm.financial/S/US30Y.BOND\">$美國30年期國債收益率(US30Y.BOND)$</a> 近期觸及5.33%，創下19年來的新高！[Cool] 同時，美國公債逼近40兆美元，聯邦赤字預計將在本財年突破2兆美元！[666] 而這些現實正在深刻地影響著ETF市場的趨勢，決定著哪些ETF能夠受益，哪些則會遭受重創！[Thinking] 那麼當前我們可以投資入手哪些ETF呢？[YoYo] 美國國債逼近40萬億美元，美國銀行向債券投資者發出警示 一、美國債務危機的現狀：40兆美元的「灰犀牛」 1. 債務總額突破40兆美元 2026年8月19日，美國財政部公佈的數據顯示，聯邦政府債務總額已正式突破40兆美元，達到40.047兆美元。其中，公眾持有債務32.266兆美元，政府內部持有債務7.78兆美元。 這一數字意味著什麼？2022年1月美國債務才突破30兆美元，僅僅四年半時間就飆升了10兆美元。債務佔GDP比重已達123%。美國政府平均每週需要借款約500億美元來維持運轉。 2. 財政赤字失控，利息支出壓垮預算 2026財年前九個月（2025年10月至2026年6月），聯邦政府財政赤字已達1.367兆美元。僅7月份，單月赤字就飆升至4,320億美元，創下2021年3月以來最大單月缺口。全年赤字預計將接近2兆美元。 更令人擔憂的是利息支出，2026財年全年債務利息支出預計突破1.2兆美元，佔聯邦財政總收入比重升至約19%。這意味著美國政府每收入5.6兆美元，就要花7.4兆美元，赤字1.9兆美元。 3. 長端收益率飆升，債市「義警」回歸 在這種背景下，投資者對長期美債的信心持續下降。8月18日，30年期美國國債殖利率盤中一度觸及5.33%，創下2007年6月以來新高；10年期國債殖利率也逼近4.75","text":"小虎們，在美國財政部介入之前， $美國30年期國債收益率(US30Y.BOND)$ 近期觸及5.33%，創下19年來的新高！[Cool] 同時，美國公債逼近40兆美元，聯邦赤字預計將在本財年突破2兆美元！[666] 而這些現實正在深刻地影響著ETF市場的趨勢，決定著哪些ETF能夠受益，哪些則會遭受重創！[Thinking] 那麼當前我們可以投資入手哪些ETF呢？[YoYo] 美國國債逼近40萬億美元，美國銀行向債券投資者發出警示 一、美國債務危機的現狀：40兆美元的「灰犀牛」 1. 債務總額突破40兆美元 2026年8月19日，美國財政部公佈的數據顯示，聯邦政府債務總額已正式突破40兆美元，達到40.047兆美元。其中，公眾持有債務32.266兆美元，政府內部持有債務7.78兆美元。 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在這種背景下，投資者對長期美債的信心持續下降。8月18日，30年期美國國債殖利率盤中一度觸及5.33%，創下2007年6月以來新高；10年期國債殖利率也逼近4.75","images":[{"img":"https://community-static.tradeup.com/news/7c2f7b96989c7cfe2bd0b093cd32e68d"},{"img":"https://community-static.tradeup.com/news/4bea4f1a19d4c61c7d4b88965c281d16"},{"img":"https://community-static.tradeup.com/news/cf07916706fda19f2d01f6d824d69dc8"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599194730876952","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598863415649472,"gmtCreate":1787248543529,"gmtModify":1787248546454,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"HSI GOGOGO","listText":"HSI GOGOGO","text":"HSI GOGOGO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598863415649472","repostId":"598418420404352","repostType":1,"repost":{"id":598418420404352,"gmtCreate":1787128945963,"gmtModify":1787136600217,"author":{"id":"4134821074118532","authorId":"4134821074118532","name":"虎港通","avatar":"https://community-static.tradeup.com/news/6ace760ebb226aa228910fadd6516856","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4134821074118532","idStr":"4134821074118532"},"themes":[],"title":"【🎁有獎話題】恆生指數調整倒數，逾860億美元被動資金蓄勢待發？","htmlText":"8月21日（本週五）港股收市後，恆生指數公司將公佈恆生系列指數半年度審議結果，涉及恆生指數、恆生中國企業指數、恆生科技指數及恆生綜合指數。 本次審議考察截止日期為2026年6月30日。成份股變動將於9月7日（星期一） 正式生效。 這是恆指公司6月推出分批生效機制後，首次大規模指數調整——第一組指數（ <a target=\"_blank\" href=\"https://ttm.financial/S/HSI\">$恆生指數(HSI)$</a> 、 <a target=\"_blank\" href=\"https://ttm.financial/S/HSCEI\">$國企指數(HSCEI)$</a> 、 <a target=\"_blank\" href=\"https://ttm.financial/S/HSTECH\">$恆生科技指數(HSTECH)$</a>）變動於9月7日生效，第二組指數（涵蓋港股通指數系列等）則延後一週至9月14日生效。 截至7.28日，追蹤恆生指數的ETF規模約281.3億美元、國企指數約75.2億美元、恆生科技指數約506.9億美元，合計被動資金超過863億美元（約6,700億港元）。 半年度審議通常變化較大，潛在成份股變動及相應資金流向，將在9月4日（生效前最後一個交易日）尾盤集中釋放。 一、恆生指數：AI雙雄+黃金龍頭領銜「染藍」候選 中金公司基於恆生指數量化調整方法論，結合歷史調倉邏輯驗證後測算， <a target=\"_blank\" href=\"https://ttm.financial/S/02259\">$紫金黃金國際(02259)$</a> 、 <a target=\"_blank\" href=\"https://ttm.financial/S/02513\">$智譜(02513)$</a> 、","listText":"8月21日（本週五）港股收市後，恆生指數公司將公佈恆生系列指數半年度審議結果，涉及恆生指數、恆生中國企業指數、恆生科技指數及恆生綜合指數。 本次審議考察截止日期為2026年6月30日。成份股變動將於9月7日（星期一） 正式生效。 這是恆指公司6月推出分批生效機制後，首次大規模指數調整——第一組指數（ <a target=\"_blank\" href=\"https://ttm.financial/S/HSI\">$恆生指數(HSI)$</a> 、 <a target=\"_blank\" href=\"https://ttm.financial/S/HSCEI\">$國企指數(HSCEI)$</a> 、 <a target=\"_blank\" href=\"https://ttm.financial/S/HSTECH\">$恆生科技指數(HSTECH)$</a>）變動於9月7日生效，第二組指數（涵蓋港股通指數系列等）則延後一週至9月14日生效。 截至7.28日，追蹤恆生指數的ETF規模約281.3億美元、國企指數約75.2億美元、恆生科技指數約506.9億美元，合計被動資金超過863億美元（約6,700億港元）。 半年度審議通常變化較大，潛在成份股變動及相應資金流向，將在9月4日（生效前最後一個交易日）尾盤集中釋放。 一、恆生指數：AI雙雄+黃金龍頭領銜「染藍」候選 中金公司基於恆生指數量化調整方法論，結合歷史調倉邏輯驗證後測算， <a target=\"_blank\" href=\"https://ttm.financial/S/02259\">$紫金黃金國際(02259)$</a> 、 <a target=\"_blank\" href=\"https://ttm.financial/S/02513\">$智譜(02513)$</a> 、","text":"8月21日（本週五）港股收市後，恆生指數公司將公佈恆生系列指數半年度審議結果，涉及恆生指數、恆生中國企業指數、恆生科技指數及恆生綜合指數。 本次審議考察截止日期為2026年6月30日。成份股變動將於9月7日（星期一） 正式生效。 這是恆指公司6月推出分批生效機制後，首次大規模指數調整——第一組指數（ $恆生指數(HSI)$ 、 $國企指數(HSCEI)$ 、 $恆生科技指數(HSTECH)$）變動於9月7日生效，第二組指數（涵蓋港股通指數系列等）則延後一週至9月14日生效。 截至7.28日，追蹤恆生指數的ETF規模約281.3億美元、國企指數約75.2億美元、恆生科技指數約506.9億美元，合計被動資金超過863億美元（約6,700億港元）。 半年度審議通常變化較大，潛在成份股變動及相應資金流向，將在9月4日（生效前最後一個交易日）尾盤集中釋放。 一、恆生指數：AI雙雄+黃金龍頭領銜「染藍」候選 中金公司基於恆生指數量化調整方法論，結合歷史調倉邏輯驗證後測算， $紫金黃金國際(02259)$ 、 $智譜(02513)$ 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ETF出爐！DRAM 50天狂攬266億，邊隻最值博？","htmlText":"小虎們，隨著美國財政部出手緊急救市，標普止跌三連跌！[Cool] 那麼在當前美股屢創新高，且投資環境轉好的當下，ETF虎幫大家整理了26年最受歡迎的10隻人工智慧ETF！[666] 排名Top前三的包括 <a href=\"https://ttm.financial/S/DRAM\">$Roundhill Memory ETF(DRAM)$</a> ， <a href=\"https://ttm.financial/S/QQQM\">$NASDAQ100指數ETF-Invesco(QQQM)$</a> ， <a href=\"https://ttm.financial/S/QQQ\">$納指100ETF(QQQ)$</a> 等，例如最吸金的 <a href=\"https://ttm.financial/S/DRAM\">$Roundhill Memory ETF(DRAM)$</a> 50天狂攬266個億！[Allin] 那麼你是否有上車呢？我們應該重點投資哪些呢？[YoYo] 📊 2026年十大最受歡迎AI ETF 排名 ETF名稱 代碼 淨流入（億美元） 規模（億美元） 年初至今表現 核心持倉方向 費用率 1 Roundhill Memory ETF <a href=\"https://ttm.financial/S/DRAM\">$Roundhill Memory ETF(DRAM)$</a> 266 ~260 +124% 存儲芯片（SK海力士、三星、美光） 0.65% 2 Invesco NASDAQ 100 ETF <a href=\"https://ttm.financial/S/QQQM\">$NASDAQ100指數ETF-Invesco(QQQM)$</a> 212 ~500+ — 納斯達克100科技龍頭 0.15% 3 Invesco QQQ Trust","listText":"小虎們，隨著美國財政部出手緊急救市，標普止跌三連跌！[Cool] 那麼在當前美股屢創新高，且投資環境轉好的當下，ETF虎幫大家整理了26年最受歡迎的10隻人工智慧ETF！[666] 排名Top前三的包括 <a href=\"https://ttm.financial/S/DRAM\">$Roundhill Memory ETF(DRAM)$</a> ， <a href=\"https://ttm.financial/S/QQQM\">$NASDAQ100指數ETF-Invesco(QQQM)$</a> ， <a href=\"https://ttm.financial/S/QQQ\">$納指100ETF(QQQ)$</a> 等，例如最吸金的 <a href=\"https://ttm.financial/S/DRAM\">$Roundhill Memory ETF(DRAM)$</a> 50天狂攬266個億！[Allin] 那麼你是否有上車呢？我們應該重點投資哪些呢？[YoYo] 📊 2026年十大最受歡迎AI ETF 排名 ETF名稱 代碼 淨流入（億美元） 規模（億美元） 年初至今表現 核心持倉方向 費用率 1 Roundhill Memory ETF <a href=\"https://ttm.financial/S/DRAM\">$Roundhill Memory ETF(DRAM)$</a> 266 ~260 +124% 存儲芯片（SK海力士、三星、美光） 0.65% 2 Invesco NASDAQ 100 ETF <a href=\"https://ttm.financial/S/QQQM\">$NASDAQ100指數ETF-Invesco(QQQM)$</a> 212 ~500+ — 納斯達克100科技龍頭 0.15% 3 Invesco QQQ Trust","text":"小虎們，隨著美國財政部出手緊急救市，標普止跌三連跌！[Cool] 那麼在當前美股屢創新高，且投資環境轉好的當下，ETF虎幫大家整理了26年最受歡迎的10隻人工智慧ETF！[666] 排名Top前三的包括 $Roundhill Memory ETF(DRAM)$ ， $NASDAQ100指數ETF-Invesco(QQQM)$ ， $納指100ETF(QQQ)$ 等，例如最吸金的 $Roundhill Memory ETF(DRAM)$ 50天狂攬266個億！[Allin] 那麼你是否有上車呢？我們應該重點投資哪些呢？[YoYo] 📊 2026年十大最受歡迎AI ETF 排名 ETF名稱 代碼 淨流入（億美元） 規模（億美元） 年初至今表現 核心持倉方向 費用率 1 Roundhill Memory ETF $Roundhill Memory ETF(DRAM)$ 266 ~260 +124% 存儲芯片（SK海力士、三星、美光） 0.65% 2 Invesco NASDAQ 100 ETF $NASDAQ100指數ETF-Invesco(QQQM)$ 212 ~500+ — 納斯達克100科技龍頭 0.15% 3 Invesco QQQ Trust","images":[{"img":"https://community-static.tradeup.com/news/7b2ae707300f43aa63b13004abbe1ac5"},{"img":"https://community-static.tradeup.com/news/a445787fc271bcbad67395b34b0b863f"},{"img":"https://community-static.tradeup.com/news/d2a762c2bc4fdaf05bc15e0b436fda49"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598756551803008","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598860971315704,"gmtCreate":1787248019521,"gmtModify":1787269475257,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"BTC UP","listText":"BTC UP","text":"BTC UP","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598860971315704","isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598185923232792,"gmtCreate":1787068170642,"gmtModify":1787068174143,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"mega7","listText":"mega7","text":"mega7","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598185923232792","repostId":"597693146398768","repostType":1,"repost":{"id":597693146398768,"gmtCreate":1786951875637,"gmtModify":1786954200341,"author":{"id":"4134821074118532","authorId":"4134821074118532","name":"虎港通","avatar":"https://community-static.tradeup.com/news/6ace760ebb226aa228910fadd6516856","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4134821074118532","idStr":"4134821074118532"},"themes":[],"title":"【🎁有獎話題】老虎環球Q2大調倉：減持「七巨頭」落袋為安，全面轉向押注AI「二線選手」？","htmlText":"8月14日，老虎環球基金（Tiger Global Management）向美國證券交易委員會（SEC）提交了截至2026年6月30日的第二季度13F持倉報告。這份報告揭示了一家以「重倉科技成長股」著稱的華爾街對衝基金，正在經歷一次系統性的持倉重構。 截至二季度末，老虎環球美股持倉總市值約239.82億美元，較上一季度的228.45億美元小幅增長約5%。但這一增長主要來自持倉標的的市值上漲——該基金持倉個股數量從54只減少至46只，期內新增9只個股、增持6只，同時減持20只、清倉17只。 「少而精」的持倉結構背後，是一次方向明確的集中換倉。 一、減持：「七巨頭」全線收縮，谷歌遭砍倉45% 老虎環球二季度最引人注目的操作，是對前十大重倉股進行了全線減持。 前五大重倉股持倉變動如下： 排名 股票 持倉（萬股） 持倉市值 佔組合比 季度變動 1 <a target=\"_blank\" href=\"https://ttm.financial/S/TSM\">$臺積電(TSM)$</a> 488.1 23.31億美元 9.72% -12.29% 2 <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$亞馬遜(AMZN)$</a> 968.35 23.08億美元 9.62% -3.16% 3 <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$英偉達(NVDA)$</a> 1,119.88 22.41億美元 9.34% -6.77% 4 <a target=\"_blank\" href=\"https://ttm.financial/S/GOOGL\">$谷歌A(GOOGL)$</a> 580.57 20.75億美元 8.65% -45.39% 5","listText":"8月14日，老虎環球基金（Tiger Global Management）向美國證券交易委員會（SEC）提交了截至2026年6月30日的第二季度13F持倉報告。這份報告揭示了一家以「重倉科技成長股」著稱的華爾街對衝基金，正在經歷一次系統性的持倉重構。 截至二季度末，老虎環球美股持倉總市值約239.82億美元，較上一季度的228.45億美元小幅增長約5%。但這一增長主要來自持倉標的的市值上漲——該基金持倉個股數量從54只減少至46只，期內新增9只個股、增持6只，同時減持20只、清倉17只。 「少而精」的持倉結構背後，是一次方向明確的集中換倉。 一、減持：「七巨頭」全線收縮，谷歌遭砍倉45% 老虎環球二季度最引人注目的操作，是對前十大重倉股進行了全線減持。 前五大重倉股持倉變動如下： 排名 股票 持倉（萬股） 持倉市值 佔組合比 季度變動 1 <a target=\"_blank\" href=\"https://ttm.financial/S/TSM\">$臺積電(TSM)$</a> 488.1 23.31億美元 9.72% -12.29% 2 <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$亞馬遜(AMZN)$</a> 968.35 23.08億美元 9.62% -3.16% 3 <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$英偉達(NVDA)$</a> 1,119.88 22.41億美元 9.34% -6.77% 4 <a target=\"_blank\" href=\"https://ttm.financial/S/GOOGL\">$谷歌A(GOOGL)$</a> 580.57 20.75億美元 8.65% -45.39% 5","text":"8月14日，老虎環球基金（Tiger Global Management）向美國證券交易委員會（SEC）提交了截至2026年6月30日的第二季度13F持倉報告。這份報告揭示了一家以「重倉科技成長股」著稱的華爾街對衝基金，正在經歷一次系統性的持倉重構。 截至二季度末，老虎環球美股持倉總市值約239.82億美元，較上一季度的228.45億美元小幅增長約5%。但這一增長主要來自持倉標的的市值上漲——該基金持倉個股數量從54只減少至46只，期內新增9只個股、增持6只，同時減持20只、清倉17只。 「少而精」的持倉結構背後，是一次方向明確的集中換倉。 一、減持：「七巨頭」全線收縮，谷歌遭砍倉45% 老虎環球二季度最引人注目的操作，是對前十大重倉股進行了全線減持。 前五大重倉股持倉變動如下： 排名 股票 持倉（萬股） 持倉市值 佔組合比 季度變動 1 $臺積電(TSM)$ 488.1 23.31億美元 9.72% -12.29% 2 $亞馬遜(AMZN)$ 968.35 23.08億美元 9.62% -3.16% 3 $英偉達(NVDA)$ 1,119.88 22.41億美元 9.34% -6.77% 4 $谷歌A(GOOGL)$ 580.57 20.75億美元 8.65% -45.39% 5","images":[{"img":"https://community-static.tradeup.com/news/cf2aca8a0d92df1026c81e502ccf4da9"},{"img":"https://community-static.tradeup.com/news/52699d95b1953162923a8d174da86fa8"},{"img":"https://community-static.tradeup.com/news/9e217c715f94a8db0e6428a7dde91928"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597693146398768","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598185963057152,"gmtCreate":1787068162886,"gmtModify":1787068165771,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"qqq up","listText":"qqq up","text":"qqq up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598185963057152","repostId":"597700306686040","repostType":1,"repost":{"id":597700306686040,"gmtCreate":1786953624104,"gmtModify":1786967400554,"author":{"id":"4142574206948102","authorId":"4142574206948102","name":"期權叻叻虎","avatar":"https://community-static.tradeup.com/news/40b290a4afd78206dcc0cd7d9454f1cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142574206948102","idStr":"4142574206948102"},"themes":[],"title":"【🎁期權掘金】美股迭創新高觸發錯失恐懼？華爾街狂買看漲避險，超微電腦奈飛多頭押註續升？","htmlText":"小虎們，在美股科技股經歷了此前的大跌之後，上兩周美股再創新高！[Cool] 可是卻引發了許多投資者的擔憂，大家紛紛擔憂這次的反彈是真趨勢反轉還只是假反彈！[Onlooker] 事實上華爾街為了避免錯失美股迭創新高而引發的損失，正在狂買看漲期權避險！[Thinking] 而上週美股大財報季， <a target=\"_blank\" href=\"https://ttm.financial/S/SMCI\">$超微電腦(SMCI)$</a> 錄得五連升，引發了進八成多頭的押註續升，此外 <a target=\"_blank\" href=\"https://ttm.financial/S/NFLX\">$奈飛(NFLX)$</a> 的期權成交環比放量兩倍！[666] 本週是中概股大財報季， <a target=\"_blank\" href=\"https://ttm.financial/S/BABA\">$阿里巴巴(BABA)$</a> ， <a target=\"_blank\" href=\"https://ttm.financial/S/BIDU\">$百度(BIDU)$</a> ， <a target=\"_blank\" href=\"https://ttm.financial/S/01810\">$小米集團-W(01810)$</a> ， <a target=\"_blank\" href=\"https://ttm.financial/S/01024\">$快手-W(01024)$</a> 將公佈財報！那麼本週你打算如何佈局美股期權呢？[YoYo] 美股今日盤前下跌 一、大市脈絡：FOMO狂熱與低成本避險並存 8月14日（週四）收盤，美股三大指數集體收漲： <a target=\"_blank\" href=\"https://ttm.financial/S/.DJI\">$道瓊斯(.DJI)$</a> 漲0.13","listText":"小虎們，在美股科技股經歷了此前的大跌之後，上兩周美股再創新高！[Cool] 可是卻引發了許多投資者的擔憂，大家紛紛擔憂這次的反彈是真趨勢反轉還只是假反彈！[Onlooker] 事實上華爾街為了避免錯失美股迭創新高而引發的損失，正在狂買看漲期權避險！[Thinking] 而上週美股大財報季， <a target=\"_blank\" href=\"https://ttm.financial/S/SMCI\">$超微電腦(SMCI)$</a> 錄得五連升，引發了進八成多頭的押註續升，此外 <a target=\"_blank\" href=\"https://ttm.financial/S/NFLX\">$奈飛(NFLX)$</a> 的期權成交環比放量兩倍！[666] 本週是中概股大財報季， <a target=\"_blank\" href=\"https://ttm.financial/S/BABA\">$阿里巴巴(BABA)$</a> ， <a target=\"_blank\" href=\"https://ttm.financial/S/BIDU\">$百度(BIDU)$</a> ， <a target=\"_blank\" href=\"https://ttm.financial/S/01810\">$小米集團-W(01810)$</a> ， <a target=\"_blank\" href=\"https://ttm.financial/S/01024\">$快手-W(01024)$</a> 將公佈財報！那麼本週你打算如何佈局美股期權呢？[YoYo] 美股今日盤前下跌 一、大市脈絡：FOMO狂熱與低成本避險並存 8月14日（週四）收盤，美股三大指數集體收漲： <a target=\"_blank\" href=\"https://ttm.financial/S/.DJI\">$道瓊斯(.DJI)$</a> 漲0.13","text":"小虎們，在美股科技股經歷了此前的大跌之後，上兩周美股再創新高！[Cool] 可是卻引發了許多投資者的擔憂，大家紛紛擔憂這次的反彈是真趨勢反轉還只是假反彈！[Onlooker] 事實上華爾街為了避免錯失美股迭創新高而引發的損失，正在狂買看漲期權避險！[Thinking] 而上週美股大財報季， $超微電腦(SMCI)$ 錄得五連升，引發了進八成多頭的押註續升，此外 $奈飛(NFLX)$ 的期權成交環比放量兩倍！[666] 本週是中概股大財報季， $阿里巴巴(BABA)$ ， $百度(BIDU)$ ， $小米集團-W(01810)$ ， $快手-W(01024)$ 將公佈財報！那麼本週你打算如何佈局美股期權呢？[YoYo] 美股今日盤前下跌 一、大市脈絡：FOMO狂熱與低成本避險並存 8月14日（週四）收盤，美股三大指數集體收漲： $道瓊斯(.DJI)$ 漲0.13","images":[{"img":"https://community-static.tradeup.com/news/eea502ebe05bbd77571c9dfa7068cd11"},{"img":"https://community-static.tradeup.com/news/240848f96128cbdd8583eb2b0dbbf06d"},{"img":"https://community-static.tradeup.com/news/24a6f5c412beec73a954048fdfee270f"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597700306686040","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598185847211280,"gmtCreate":1787068155761,"gmtModify":1787068159937,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"korea up","listText":"korea up","text":"korea up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598185847211280","isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598185489486576,"gmtCreate":1787068145957,"gmtModify":1787068154471,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"nvda drop","listText":"nvda drop","text":"nvda drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598185489486576","repostId":"598000379600984","repostType":1,"repost":{"id":598000379600984,"gmtCreate":1787026884093,"gmtModify":1787039721129,"author":{"id":"4134821074118532","authorId":"4134821074118532","name":"虎港通","avatar":"https://community-static.tradeup.com/news/6ace760ebb226aa228910fadd6516856","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4134821074118532","idStr":"4134821074118532"},"themes":[],"title":"【🎁有獎話題】英偉達CPO實現全面量產，產業鏈哪些黑馬股票有望受益？","htmlText":"小虎們，8月14日， <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$英偉達(NVDA)$</a> 正式宣佈基於共封裝光學（CPO）技術的Spectrum-X以太網光子交換機進入全面量產階段！[Cool] 消息一出，CPO概念股集體爆發，8月17日， <a target=\"_blank\" href=\"https://ttm.financial/S/300570\">$太辰光(300570)$</a> 20CM漲停， <a target=\"_blank\" href=\"https://ttm.financial/S/603118\">$共進股份(603118)$</a> 斬獲三連板， <a target=\"_blank\" href=\"https://ttm.financial/S/300684\">$中石科技(300684)$</a> 實現「20cm」兩連板！[Call] 美股方面， <a target=\"_blank\" href=\"https://ttm.financial/S/AXTI\">$AXT Inc(AXTI)$</a> 漲超13%， <a target=\"_blank\" href=\"https://ttm.financial/S/MRVL\">$邁威爾科技(MRVL)$</a> 漲近6%，光通信板塊全線走強！[666] 這是全球首款進入量產的200G/lane CPO以太網交換機系統！[Strong] 與傳統可插拔光模塊方案相比，新架構可實現激光器數量減少約4倍、功耗降低約5倍、平均故障間隔時間提升約10倍！[Surprised] 這意味著CPO已從技術驗證正式走向規模化應用，相關產業鏈企業有望迎來結構性機遇，那麼你回到光裡了嗎？你會趁機佈局哪些黑馬概念股呢？[YoYo] 一、美股屢創新高背後的三大引擎 8月以","listText":"小虎們，8月14日， <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$英偉達(NVDA)$</a> 正式宣佈基於共封裝光學（CPO）技術的Spectrum-X以太網光子交換機進入全面量產階段！[Cool] 消息一出，CPO概念股集體爆發，8月17日， <a target=\"_blank\" href=\"https://ttm.financial/S/300570\">$太辰光(300570)$</a> 20CM漲停， <a target=\"_blank\" href=\"https://ttm.financial/S/603118\">$共進股份(603118)$</a> 斬獲三連板， <a target=\"_blank\" href=\"https://ttm.financial/S/300684\">$中石科技(300684)$</a> 實現「20cm」兩連板！[Call] 美股方面， <a target=\"_blank\" href=\"https://ttm.financial/S/AXTI\">$AXT Inc(AXTI)$</a> 漲超13%， <a target=\"_blank\" href=\"https://ttm.financial/S/MRVL\">$邁威爾科技(MRVL)$</a> 漲近6%，光通信板塊全線走強！[666] 這是全球首款進入量產的200G/lane CPO以太網交換機系統！[Strong] 與傳統可插拔光模塊方案相比，新架構可實現激光器數量減少約4倍、功耗降低約5倍、平均故障間隔時間提升約10倍！[Surprised] 這意味著CPO已從技術驗證正式走向規模化應用，相關產業鏈企業有望迎來結構性機遇，那麼你回到光裡了嗎？你會趁機佈局哪些黑馬概念股呢？[YoYo] 一、美股屢創新高背後的三大引擎 8月以","text":"小虎們，8月14日， $英偉達(NVDA)$ 正式宣佈基於共封裝光學（CPO）技術的Spectrum-X以太網光子交換機進入全面量產階段！[Cool] 消息一出，CPO概念股集體爆發，8月17日， $太辰光(300570)$ 20CM漲停， $共進股份(603118)$ 斬獲三連板， $中石科技(300684)$ 實現「20cm」兩連板！[Call] 美股方面， $AXT Inc(AXTI)$ 漲超13%， $邁威爾科技(MRVL)$ 漲近6%，光通信板塊全線走強！[666] 這是全球首款進入量產的200G/lane CPO以太網交換機系統！[Strong] 與傳統可插拔光模塊方案相比，新架構可實現激光器數量減少約4倍、功耗降低約5倍、平均故障間隔時間提升約10倍！[Surprised] 這意味著CPO已從技術驗證正式走向規模化應用，相關產業鏈企業有望迎來結構性機遇，那麼你回到光裡了嗎？你會趁機佈局哪些黑馬概念股呢？[YoYo] 一、美股屢創新高背後的三大引擎 8月以","images":[{"img":"https://community-static.tradeup.com/news/41c30b738a3bbcbc1bbacbc134181066"},{"img":"https://community-static.tradeup.com/news/34c0400096267cfdcfe6eb5fc7e1b1c9"},{"img":"https://community-static.tradeup.com/news/be5a4a4d1dd35cba26420c8470ef89ae"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598000379600984","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598185727992008,"gmtCreate":1787068105690,"gmtModify":1787068107971,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"TQQQ","listText":"TQQQ","text":"TQQQ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598185727992008","repostId":"598214899250688","repostType":1,"repost":{"id":598214899250688,"gmtCreate":1787045300132,"gmtModify":1787055000180,"author":{"id":"4142573913947612","authorId":"4142573913947612","name":"ETF唔係ET虎","avatar":"https://community-static.tradeup.com/news/0c47e65ebcee63532badc6556a412fff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142573913947612","idStr":"4142573913947612"},"themes":[],"title":"【🎁有獎話題】美股回調，半導體ETF出現獲利回吐，投資人紛紛湧入QQQ？","htmlText":"小虎們，不知道你們有沒有關注到美股今日盤前的回調！[Smile] 事實上，截至8月7日當週，投資者向美國上市的ETF投入了370億美元，使今年迄今的資金流入量超過了1.25兆美元。[Cool] 買盤湧入之際，美國股市再創新高，今年以來累計漲幅達14%。債券市場整體持平， <a href=\"https://ttm.financial/S/BND\">$債券指數ETF-Vanguard美國(BND)$</a> 2026年到期時仍略為下跌。 按類別劃分，美國股票ETF以125億美元的資金流入領跑，緊隨其後的是美國固定收益ETF，流入121億美元。國際股票基金流入51億美元，國際固定收益基金流入30億美元。商品ETF流入20億美元，而槓桿ETF則逆勢而行，資金流出11億美元。 在個股層面， <a href=\"https://ttm.financial/S/QQQ\">$納指100ETF(QQQ)$</a> 成為最大贏家，資金流入達102億美元。這檔科技股為主的基金今年表現優於 <a href=\"https://ttm.financial/S/.SPX\">$標普500(.SPX)$</a> ，上漲 18%，但目前仍較近期高點下跌約 3%。部分投資者可能利用近期的回檔增持了該基金。 <a href=\"https://ttm.financial/S/VOO\">$Vanguard標普500ETF(VOO)$</a> 和 <a href=\"https://ttm.financial/S/IVV\">$標普500ETF-iShares(IVV)$</a> 緊隨其後，資金流入分別為87億美元和37億美元。 <a href=\"https://ttm.financial/S/GLD\">$黃金ETF-SPDR(GLD)$</a> 和","listText":"小虎們，不知道你們有沒有關注到美股今日盤前的回調！[Smile] 事實上，截至8月7日當週，投資者向美國上市的ETF投入了370億美元，使今年迄今的資金流入量超過了1.25兆美元。[Cool] 買盤湧入之際，美國股市再創新高，今年以來累計漲幅達14%。債券市場整體持平， <a href=\"https://ttm.financial/S/BND\">$債券指數ETF-Vanguard美國(BND)$</a> 2026年到期時仍略為下跌。 按類別劃分，美國股票ETF以125億美元的資金流入領跑，緊隨其後的是美國固定收益ETF，流入121億美元。國際股票基金流入51億美元，國際固定收益基金流入30億美元。商品ETF流入20億美元，而槓桿ETF則逆勢而行，資金流出11億美元。 在個股層面， <a href=\"https://ttm.financial/S/QQQ\">$納指100ETF(QQQ)$</a> 成為最大贏家，資金流入達102億美元。這檔科技股為主的基金今年表現優於 <a href=\"https://ttm.financial/S/.SPX\">$標普500(.SPX)$</a> ，上漲 18%，但目前仍較近期高點下跌約 3%。部分投資者可能利用近期的回檔增持了該基金。 <a href=\"https://ttm.financial/S/VOO\">$Vanguard標普500ETF(VOO)$</a> 和 <a href=\"https://ttm.financial/S/IVV\">$標普500ETF-iShares(IVV)$</a> 緊隨其後，資金流入分別為87億美元和37億美元。 <a href=\"https://ttm.financial/S/GLD\">$黃金ETF-SPDR(GLD)$</a> 和","text":"小虎們，不知道你們有沒有關注到美股今日盤前的回調！[Smile] 事實上，截至8月7日當週，投資者向美國上市的ETF投入了370億美元，使今年迄今的資金流入量超過了1.25兆美元。[Cool] 買盤湧入之際，美國股市再創新高，今年以來累計漲幅達14%。債券市場整體持平， $債券指數ETF-Vanguard美國(BND)$ 2026年到期時仍略為下跌。 按類別劃分，美國股票ETF以125億美元的資金流入領跑，緊隨其後的是美國固定收益ETF，流入121億美元。國際股票基金流入51億美元，國際固定收益基金流入30億美元。商品ETF流入20億美元，而槓桿ETF則逆勢而行，資金流出11億美元。 在個股層面， $納指100ETF(QQQ)$ 成為最大贏家，資金流入達102億美元。這檔科技股為主的基金今年表現優於 $標普500(.SPX)$ ，上漲 18%，但目前仍較近期高點下跌約 3%。部分投資者可能利用近期的回檔增持了該基金。 $Vanguard標普500ETF(VOO)$ 和 $標普500ETF-iShares(IVV)$ 緊隨其後，資金流入分別為87億美元和37億美元。 $黃金ETF-SPDR(GLD)$ 和","images":[{"img":"https://community-static.tradeup.com/news/3fa18586065e4973316be5716b4d885c"},{"img":"https://community-static.tradeup.com/news/4dcaae27324fd47efc1a3d7029533b24"},{"img":"https://community-static.tradeup.com/news/306aefe810fca626a8b80c305129266c"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598214899250688","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597704524140960,"gmtCreate":1786950708232,"gmtModify":1786950711169,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AZO\">$汽車地帶(AZO)$ </a> ","listText":"<a href=\"https://ttm.financial/S/AZO\">$汽車地帶(AZO)$ </a> ","text":"$汽車地帶(AZO)$","images":[{"img":"https://community-static.tradeup.com/news/a0edd4df23d744ca665bf9491d7c61e7","width":"1208","height":"1714"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597704524140960","isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":596763312407504,"gmtCreate":1786690850616,"gmtModify":1786690853541,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"popmart gg","listText":"popmart gg","text":"popmart gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596763312407504","isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596640351790656,"gmtCreate":1786690840878,"gmtModify":1786694389204,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"BTC GOT","listText":"BTC GOT","text":"BTC GOT","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596640351790656","repostId":"596459929597008","repostType":1,"repost":{"id":596459929597008,"gmtCreate":1786616794031,"gmtModify":1786636200144,"author":{"id":"4182991226837512","authorId":"4182991226837512","name":"Crypto加密虎","avatar":"https://community-static.tradeup.com/news/7064a3864f92862baa8d524e4144fab4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182991226837512","idStr":"4182991226837512"},"themes":[],"title":"【🎁有獎話題】從挖礦到AI工廠：比特幣礦企正在重新定義自己？","htmlText":"8月10日，比特幣礦企 <a target=\"_blank\" href=\"https://ttm.financial/S/RIOT\">$Riot Platforms(RIOT)$</a> 披露，已與AI公司Anthropic簽署一項為期20年的算力租賃協議，將從得克薩斯州羅克代爾園區提供191兆瓦的計算容量，合同預計帶來91億美元收入，若行使兩次各五年的續約選擇權，總價值最高可達161億美元。 消息公佈後，Riot盤後股價一度飆升25%。次日，Riot上漲4.33%，TeraWulf漲3.40%，Cipher Mining漲5.39%，Hut 8漲3.39%。 這不是孤例。 整個比特幣礦業正在經歷一場深刻的結構性轉型——從「挖比特幣」轉向「賣AI算力」。 一、轉型的底層邏輯：比特幣挖礦的經濟學正在失靈 礦企轉向AI，根源在於比特幣挖礦的商業模式正在失靈。 減半後成本倒掛。 2024年比特幣減半後，部分礦企的生產成本高達78,000美元，而現貨價格僅在63,000至65,000美元之間震盪。以當前價格約64,000美元計算，每挖一枚幣都在虧錢。 價格持續承壓。 比特幣較2025年10月歷史高點已下跌近50%。與此同時，2026年第一季度，公開上市的比特幣礦企合計拋售了超過32,000枚比特幣，這一數字超過了2025年全年的總和。 礦企股價與比特幣脫鉤。 2026年以來，一籃子上市礦企股票累計上漲超過50%，同期比特幣下跌約17%。市場正在為礦企的新身份重新定價——不是加密礦工，而是AI基礎設施運營商。 比特幣礦企在轉向AI過程中面臨500億美元的短期資金缺口。但這個缺口恰恰說明瞭轉型的規模和潛力——礦企正在用比特幣儲備和融資來填補這個缺口，換取未來數十年的穩定現金流。 二、Riot-Anthropic協議的產業意義 Riot的91億美元協議，是礦企轉型AI的里程碑事件。 19","listText":"8月10日，比特幣礦企 <a target=\"_blank\" href=\"https://ttm.financial/S/RIOT\">$Riot Platforms(RIOT)$</a> 披露，已與AI公司Anthropic簽署一項為期20年的算力租賃協議，將從得克薩斯州羅克代爾園區提供191兆瓦的計算容量，合同預計帶來91億美元收入，若行使兩次各五年的續約選擇權，總價值最高可達161億美元。 消息公佈後，Riot盤後股價一度飆升25%。次日，Riot上漲4.33%，TeraWulf漲3.40%，Cipher Mining漲5.39%，Hut 8漲3.39%。 這不是孤例。 整個比特幣礦業正在經歷一場深刻的結構性轉型——從「挖比特幣」轉向「賣AI算力」。 一、轉型的底層邏輯：比特幣挖礦的經濟學正在失靈 礦企轉向AI，根源在於比特幣挖礦的商業模式正在失靈。 減半後成本倒掛。 2024年比特幣減半後，部分礦企的生產成本高達78,000美元，而現貨價格僅在63,000至65,000美元之間震盪。以當前價格約64,000美元計算，每挖一枚幣都在虧錢。 價格持續承壓。 比特幣較2025年10月歷史高點已下跌近50%。與此同時，2026年第一季度，公開上市的比特幣礦企合計拋售了超過32,000枚比特幣，這一數字超過了2025年全年的總和。 礦企股價與比特幣脫鉤。 2026年以來，一籃子上市礦企股票累計上漲超過50%，同期比特幣下跌約17%。市場正在為礦企的新身份重新定價——不是加密礦工，而是AI基礎設施運營商。 比特幣礦企在轉向AI過程中面臨500億美元的短期資金缺口。但這個缺口恰恰說明瞭轉型的規模和潛力——礦企正在用比特幣儲備和融資來填補這個缺口，換取未來數十年的穩定現金流。 二、Riot-Anthropic協議的產業意義 Riot的91億美元協議，是礦企轉型AI的里程碑事件。 19","text":"8月10日，比特幣礦企 $Riot Platforms(RIOT)$ 披露，已與AI公司Anthropic簽署一項為期20年的算力租賃協議，將從得克薩斯州羅克代爾園區提供191兆瓦的計算容量，合同預計帶來91億美元收入，若行使兩次各五年的續約選擇權，總價值最高可達161億美元。 消息公佈後，Riot盤後股價一度飆升25%。次日，Riot上漲4.33%，TeraWulf漲3.40%，Cipher Mining漲5.39%，Hut 8漲3.39%。 這不是孤例。 整個比特幣礦業正在經歷一場深刻的結構性轉型——從「挖比特幣」轉向「賣AI算力」。 一、轉型的底層邏輯：比特幣挖礦的經濟學正在失靈 礦企轉向AI，根源在於比特幣挖礦的商業模式正在失靈。 減半後成本倒掛。 2024年比特幣減半後，部分礦企的生產成本高達78,000美元，而現貨價格僅在63,000至65,000美元之間震盪。以當前價格約64,000美元計算，每挖一枚幣都在虧錢。 價格持續承壓。 比特幣較2025年10月歷史高點已下跌近50%。與此同時，2026年第一季度，公開上市的比特幣礦企合計拋售了超過32,000枚比特幣，這一數字超過了2025年全年的總和。 礦企股價與比特幣脫鉤。 2026年以來，一籃子上市礦企股票累計上漲超過50%，同期比特幣下跌約17%。市場正在為礦企的新身份重新定價——不是加密礦工，而是AI基礎設施運營商。 比特幣礦企在轉向AI過程中面臨500億美元的短期資金缺口。但這個缺口恰恰說明瞭轉型的規模和潛力——礦企正在用比特幣儲備和融資來填補這個缺口，換取未來數十年的穩定現金流。 二、Riot-Anthropic協議的產業意義 Riot的91億美元協議，是礦企轉型AI的里程碑事件。 19","images":[{"img":"https://community-static.tradeup.com/news/40835b432bcb469491aa7a8364e4564f"},{"img":"https://community-static.tradeup.com/news/0007737da2c90e482f14754762fc2301"},{"img":"https://community-static.tradeup.com/news/e32c6bfffd536775ddc9f5ffa5544991"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596459929597008","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596640316158400,"gmtCreate":1786690808541,"gmtModify":1786690811432,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"sandisk","listText":"sandisk","text":"sandisk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596640316158400","repostId":"596693621130752","repostType":1,"repost":{"id":596693621130752,"gmtCreate":1786673894342,"gmtModify":1786689064935,"author":{"id":"4134821074118532","authorId":"4134821074118532","name":"虎港通","avatar":"https://community-static.tradeup.com/news/6ace760ebb226aa228910fadd6516856","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4134821074118532","idStr":"4134821074118532"},"themes":[],"title":"【🎁有獎話題】閃迪宣佈100%現金返還股東，股價飆漲17%！你睇好存儲藍圖咩？","htmlText":"小虎們，13日閃迪召開了2026投資者日，其在會上宣佈了重磅消息！[Cool] 在管理層拋出重磅長期指引後，同時承諾會將100%過剩現金返還股東！[666][Allin] 消息一出，刺激 <a href=\"https://ttm.financial/S/SNDK\">$閃迪(SNDK)$</a> 股價一度暴漲17%， <a href=\"https://ttm.financial/S/SKHY\">$SK海力士(SKHY)$</a> 大漲8%！存儲版塊行情再迎來提速！[Call] 事實上，在經歷了7月深度回調後， <a href=\"https://ttm.financial/S/SNDK\">$閃迪(SNDK)$</a> 用這份激進的長期藍圖，向市場傳遞了一個清晰的信號！[Warning] 存儲芯片的「超級週期」遠未結束，AI正在從根本上重塑這個行業的盈利結構！[Claw] 那麼你看好本輪存儲行情嗎？你認為 <a href=\"https://ttm.financial/S/SNDK\">$閃迪(SNDK)$</a> 畫的這個存儲藍圖如何，市場會買單嗎？[YoYo] 閃迪釋放重磅利好，股價飆升 一、投資者日核心信息：80%毛利率、75%營業利潤率 此次投資者日最令市場震撼的，是 <a href=\"https://ttm.financial/S/SNDK\">$閃迪(SNDK)$</a> 給出的FY2028-30年長期財務模型： 指標 目標 解讀 營收增速 中高雙位數（約15%-19%/年） 與AI存儲需求擴張同步 非GAAP毛利率 約80% 遠超傳統存儲週期平均水平 非GAAP營業利潤率 約75% 運營費用僅佔營收約5% 調整後自由現金流利潤率 約50% 即使計入稅收、資本開支後仍保持極高水平 資本開支強度 營收佔比中個位數 資本效率遠超行業平均 高盛明確表示，上述指引「遠超投資者預期","listText":"小虎們，13日閃迪召開了2026投資者日，其在會上宣佈了重磅消息！[Cool] 在管理層拋出重磅長期指引後，同時承諾會將100%過剩現金返還股東！[666][Allin] 消息一出，刺激 <a href=\"https://ttm.financial/S/SNDK\">$閃迪(SNDK)$</a> 股價一度暴漲17%， <a href=\"https://ttm.financial/S/SKHY\">$SK海力士(SKHY)$</a> 大漲8%！存儲版塊行情再迎來提速！[Call] 事實上，在經歷了7月深度回調後， <a href=\"https://ttm.financial/S/SNDK\">$閃迪(SNDK)$</a> 用這份激進的長期藍圖，向市場傳遞了一個清晰的信號！[Warning] 存儲芯片的「超級週期」遠未結束，AI正在從根本上重塑這個行業的盈利結構！[Claw] 那麼你看好本輪存儲行情嗎？你認為 <a href=\"https://ttm.financial/S/SNDK\">$閃迪(SNDK)$</a> 畫的這個存儲藍圖如何，市場會買單嗎？[YoYo] 閃迪釋放重磅利好，股價飆升 一、投資者日核心信息：80%毛利率、75%營業利潤率 此次投資者日最令市場震撼的，是 <a href=\"https://ttm.financial/S/SNDK\">$閃迪(SNDK)$</a> 給出的FY2028-30年長期財務模型： 指標 目標 解讀 營收增速 中高雙位數（約15%-19%/年） 與AI存儲需求擴張同步 非GAAP毛利率 約80% 遠超傳統存儲週期平均水平 非GAAP營業利潤率 約75% 運營費用僅佔營收約5% 調整後自由現金流利潤率 約50% 即使計入稅收、資本開支後仍保持極高水平 資本開支強度 營收佔比中個位數 資本效率遠超行業平均 高盛明確表示，上述指引「遠超投資者預期","text":"小虎們，13日閃迪召開了2026投資者日，其在會上宣佈了重磅消息！[Cool] 在管理層拋出重磅長期指引後，同時承諾會將100%過剩現金返還股東！[666][Allin] 消息一出，刺激 $閃迪(SNDK)$ 股價一度暴漲17%， $SK海力士(SKHY)$ 大漲8%！存儲版塊行情再迎來提速！[Call] 事實上，在經歷了7月深度回調後， $閃迪(SNDK)$ 用這份激進的長期藍圖，向市場傳遞了一個清晰的信號！[Warning] 存儲芯片的「超級週期」遠未結束，AI正在從根本上重塑這個行業的盈利結構！[Claw] 那麼你看好本輪存儲行情嗎？你認為 $閃迪(SNDK)$ 畫的這個存儲藍圖如何，市場會買單嗎？[YoYo] 閃迪釋放重磅利好，股價飆升 一、投資者日核心信息：80%毛利率、75%營業利潤率 此次投資者日最令市場震撼的，是 $閃迪(SNDK)$ 給出的FY2028-30年長期財務模型： 指標 目標 解讀 營收增速 中高雙位數（約15%-19%/年） 與AI存儲需求擴張同步 非GAAP毛利率 約80% 遠超傳統存儲週期平均水平 非GAAP營業利潤率 約75% 運營費用僅佔營收約5% 調整後自由現金流利潤率 約50% 即使計入稅收、資本開支後仍保持極高水平 資本開支強度 營收佔比中個位數 資本效率遠超行業平均 高盛明確表示，上述指引「遠超投資者預期","images":[{"img":"https://community-static.tradeup.com/news/fb20aeba10733a6cc38cda8a4206601a"},{"img":"https://community-static.tradeup.com/news/89b861c75219a86141f1b8a50405c015"},{"img":"https://community-static.tradeup.com/news/68dd80d024b121d65f244027cf07a656"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596693621130752","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596314126910680,"gmtCreate":1786611192211,"gmtModify":1786611194893,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"qq up","listText":"qq up","text":"qq up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596314126910680","repostId":"595645779781040","repostType":1,"repost":{"id":595645779781040,"gmtCreate":1786418049300,"gmtModify":1786422600689,"author":{"id":"4134821074118532","authorId":"4134821074118532","name":"虎港通","avatar":"https://community-static.tradeup.com/news/6ace760ebb226aa228910fadd6516856","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4134821074118532","idStr":"4134821074118532"},"themes":[],"title":"【🎁有獎話題】港股科技股迎嚟業績大考，股王騰訊週三放榜，有咩佈局策略?","htmlText":"小虎們，本週港股科技股集體迎來科技大考！[Cool] 港股股王 <a href=\"https://ttm.financial/S/00700\">$騰訊控股(00700)$</a> 將於本週三率先放榜，其WorkBuddy走紅，或有望逆轉AI掉隊局面！[666] 預計 <a href=\"https://ttm.financial/S/00700\">$騰訊控股(00700)$</a> 的AI生態成為Q2的核心博弈點。隨後13日 <a href=\"https://ttm.financial/S/09618\">$京東集團-SW(09618)$</a> 將公佈業績！[Call] <a href=\"https://ttm.financial/S/00981\">$中芯國際(00981)$</a> ， <a href=\"https://ttm.financial/S/01347\">$華虹宏力(01347)$</a> 等將於同日公佈業績，那麼你怎麼看這些公司的業績，現在有哪些財報季佈局策略呢？[YoYo] 一、騰訊控股（00700.HK）：AI敘事的關鍵驗證時刻 業績預期一覽 綜合彭博及多家大行數據，市場對騰訊Q2的普遍預期如下： 指標 市場一致預期 同比變化 數據來源 營收 約2028億元 +9.7% 彭博一致預期 經調整淨利潤 約660-681億元 +4%至+8% 瑞銀/市場綜合預期 高盛預測 <a href=\"https://ttm.financial/S/00700\">$騰訊控股(00700)$</a> Q2收入按年升9%，經調整EBIT按年升9%至752億元人民幣。野村預測收入按年增長10%至2030億元，符合市場預期，但經調整純利估計僅升6%至670億元。瑞銀預測收入增9%，經調整淨利潤增4%至660億元。 三大業務板塊前瞻 網絡遊戲：國內韌性強，海外增速放緩 機構預計二季度遊","listText":"小虎們，本週港股科技股集體迎來科技大考！[Cool] 港股股王 <a href=\"https://ttm.financial/S/00700\">$騰訊控股(00700)$</a> 將於本週三率先放榜，其WorkBuddy走紅，或有望逆轉AI掉隊局面！[666] 預計 <a href=\"https://ttm.financial/S/00700\">$騰訊控股(00700)$</a> 的AI生態成為Q2的核心博弈點。隨後13日 <a href=\"https://ttm.financial/S/09618\">$京東集團-SW(09618)$</a> 將公佈業績！[Call] <a href=\"https://ttm.financial/S/00981\">$中芯國際(00981)$</a> ， <a href=\"https://ttm.financial/S/01347\">$華虹宏力(01347)$</a> 等將於同日公佈業績，那麼你怎麼看這些公司的業績，現在有哪些財報季佈局策略呢？[YoYo] 一、騰訊控股（00700.HK）：AI敘事的關鍵驗證時刻 業績預期一覽 綜合彭博及多家大行數據，市場對騰訊Q2的普遍預期如下： 指標 市場一致預期 同比變化 數據來源 營收 約2028億元 +9.7% 彭博一致預期 經調整淨利潤 約660-681億元 +4%至+8% 瑞銀/市場綜合預期 高盛預測 <a href=\"https://ttm.financial/S/00700\">$騰訊控股(00700)$</a> Q2收入按年升9%，經調整EBIT按年升9%至752億元人民幣。野村預測收入按年增長10%至2030億元，符合市場預期，但經調整純利估計僅升6%至670億元。瑞銀預測收入增9%，經調整淨利潤增4%至660億元。 三大業務板塊前瞻 網絡遊戲：國內韌性強，海外增速放緩 機構預計二季度遊","text":"小虎們，本週港股科技股集體迎來科技大考！[Cool] 港股股王 $騰訊控股(00700)$ 將於本週三率先放榜，其WorkBuddy走紅，或有望逆轉AI掉隊局面！[666] 預計 $騰訊控股(00700)$ 的AI生態成為Q2的核心博弈點。隨後13日 $京東集團-SW(09618)$ 將公佈業績！[Call] $中芯國際(00981)$ ， $華虹宏力(01347)$ 等將於同日公佈業績，那麼你怎麼看這些公司的業績，現在有哪些財報季佈局策略呢？[YoYo] 一、騰訊控股（00700.HK）：AI敘事的關鍵驗證時刻 業績預期一覽 綜合彭博及多家大行數據，市場對騰訊Q2的普遍預期如下： 指標 市場一致預期 同比變化 數據來源 營收 約2028億元 +9.7% 彭博一致預期 經調整淨利潤 約660-681億元 +4%至+8% 瑞銀/市場綜合預期 高盛預測 $騰訊控股(00700)$ Q2收入按年升9%，經調整EBIT按年升9%至752億元人民幣。野村預測收入按年增長10%至2030億元，符合市場預期，但經調整純利估計僅升6%至670億元。瑞銀預測收入增9%，經調整淨利潤增4%至660億元。 三大業務板塊前瞻 網絡遊戲：國內韌性強，海外增速放緩 機構預計二季度遊","images":[{"img":"https://community-static.tradeup.com/news/b5caaddad10b3ceb8ca95fa0779d69ff"},{"img":"https://community-static.tradeup.com/news/9383a427d930cdce67a33acc07982192"},{"img":"https://community-static.tradeup.com/news/91893be5675620c27a5af1e6bf1a9fbe"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595645779781040","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596314087826576,"gmtCreate":1786611181992,"gmtModify":1786611184248,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"spacex go","listText":"spacex go","text":"spacex go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596314087826576","isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596313983292344,"gmtCreate":1786611151635,"gmtModify":1786611154376,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"darm","listText":"darm","text":"darm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596313983292344","repostId":"595659310166040","repostType":1,"repost":{"id":595659310166040,"gmtCreate":1786433119512,"gmtModify":1786436400130,"author":{"id":"4142573913947612","authorId":"4142573913947612","name":"ETF唔係ET虎","avatar":"https://community-static.tradeup.com/news/0c47e65ebcee63532badc6556a412fff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142573913947612","idStr":"4142573913947612"},"themes":[],"title":"【🎁有獎話題】DARM風靡全球後，LYTE光通信ETF上線，Al光互連迎新催化？","htmlText":"小虎們，隨著存儲概念股ETF <a href=\"https://ttm.financial/S/DRAM\">$Roundhill Memory ETF(DRAM)$</a> 風靡全球後，市場的焦點重回光通信！光通信模塊一度大漲！[Cool] Roundhill趁熱打鐵再出手，推出光通信ETF <a href=\"https://ttm.financial/S/LYTE\">$Photonics & Optics ETF(LYTE)$</a> ，那麼這隻ETF重倉了哪些行業龍頭？[Thinking] 在AI光互聯迎新催化的當下，算力」之外,「連接」正成爲Al基建的重要一環，那麼你重回光裡了嗎？[666] 你更看好光模塊、激光器/硅光，還是通過LYTE一籃子參與? [YoYo] DARM年初至今漲超83% 一、LYTE ETF：全球光子產業鏈的「一籃子方案」 <a href=\"https://ttm.financial/S/LYTE\">$Photonics & Optics ETF(LYTE)$</a> 是一隻主動管理型ETF，費用率0.65%，在Cboe BZX交易所上市。截至上市首日，其前十大持倉如下： 持倉排名 公司名稱 代碼 權重 1 Lumentum Holdings <a href=\"https://ttm.financial/S/LITE\">$Lumentum Holdings Inc.(LITE)$</a> 15.42% 2 Coherent Corp <a href=\"https://ttm.financial/S/COHR\">$Coherent(COHR)$</a> 15.23% 3 新易盛 <a href=\"https://ttm.financial/S/300502\">$新易盛(300502)$</a> 14.59% 4 中際旭創","listText":"小虎們，隨著存儲概念股ETF <a href=\"https://ttm.financial/S/DRAM\">$Roundhill Memory ETF(DRAM)$</a> 風靡全球後，市場的焦點重回光通信！光通信模塊一度大漲！[Cool] Roundhill趁熱打鐵再出手，推出光通信ETF <a href=\"https://ttm.financial/S/LYTE\">$Photonics & Optics ETF(LYTE)$</a> ，那麼這隻ETF重倉了哪些行業龍頭？[Thinking] 在AI光互聯迎新催化的當下，算力」之外,「連接」正成爲Al基建的重要一環，那麼你重回光裡了嗎？[666] 你更看好光模塊、激光器/硅光，還是通過LYTE一籃子參與? [YoYo] DARM年初至今漲超83% 一、LYTE ETF：全球光子產業鏈的「一籃子方案」 <a href=\"https://ttm.financial/S/LYTE\">$Photonics & Optics ETF(LYTE)$</a> 是一隻主動管理型ETF，費用率0.65%，在Cboe BZX交易所上市。截至上市首日，其前十大持倉如下： 持倉排名 公司名稱 代碼 權重 1 Lumentum Holdings <a href=\"https://ttm.financial/S/LITE\">$Lumentum Holdings Inc.(LITE)$</a> 15.42% 2 Coherent Corp <a href=\"https://ttm.financial/S/COHR\">$Coherent(COHR)$</a> 15.23% 3 新易盛 <a href=\"https://ttm.financial/S/300502\">$新易盛(300502)$</a> 14.59% 4 中際旭創","text":"小虎們，隨著存儲概念股ETF $Roundhill Memory ETF(DRAM)$ 風靡全球後，市場的焦點重回光通信！光通信模塊一度大漲！[Cool] Roundhill趁熱打鐵再出手，推出光通信ETF $Photonics & Optics ETF(LYTE)$ ，那麼這隻ETF重倉了哪些行業龍頭？[Thinking] 在AI光互聯迎新催化的當下，算力」之外,「連接」正成爲Al基建的重要一環，那麼你重回光裡了嗎？[666] 你更看好光模塊、激光器/硅光，還是通過LYTE一籃子參與? [YoYo] DARM年初至今漲超83% 一、LYTE ETF：全球光子產業鏈的「一籃子方案」 $Photonics & Optics ETF(LYTE)$ 是一隻主動管理型ETF，費用率0.65%，在Cboe BZX交易所上市。截至上市首日，其前十大持倉如下： 持倉排名 公司名稱 代碼 權重 1 Lumentum Holdings $Lumentum Holdings Inc.(LITE)$ 15.42% 2 Coherent Corp $Coherent(COHR)$ 15.23% 3 新易盛 $新易盛(300502)$ 14.59% 4 中際旭創","images":[{"img":"https://community-static.tradeup.com/news/a4265a0085b84995c9c80298fec44ff6"},{"img":"https://community-static.tradeup.com/news/0ba94d2470ec0e2851cb963559601c29"},{"img":"https://community-static.tradeup.com/news/c37a72a4c72960d6bd393664914e7586"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595659310166040","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596313932694496,"gmtCreate":1786611141057,"gmtModify":1786611143167,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"NVDA","listText":"NVDA","text":"NVDA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596313932694496","repostId":"595714009642016","repostType":1,"repost":{"id":595714009642016,"gmtCreate":1786434678279,"gmtModify":1786439400190,"author":{"id":"4134821074118532","authorId":"4134821074118532","name":"虎港通","avatar":"https://community-static.tradeup.com/news/6ace760ebb226aa228910fadd6516856","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4134821074118532","idStr":"4134821074118532"},"themes":[],"title":"【🎁有獎話題】英偉達撬動華爾街5000億美元，AI算力正式邁向基建化？","htmlText":"8月10日， <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$英偉達(NVDA)$</a> 宣佈與 <a target=\"_blank\" href=\"https://ttm.financial/S/APO\">$阿波羅全球管理(APO)$</a> 、 <a target=\"_blank\" href=\"https://ttm.financial/S/BLK\">$貝萊德(BLK)$</a> 、 <a target=\"_blank\" href=\"https://ttm.financial/S/BX\">$黑石(BX)$</a> 、 <a target=\"_blank\" href=\"https://ttm.financial/S/BN\">$Brookfield(BN)$</a> 、 <a target=\"_blank\" href=\"https://ttm.financial/S/GS\">$高盛(GS)$</a> 及 <a target=\"_blank\" href=\"https://ttm.financial/S/KKR\">$KKR & Co L.P.(KKR)$</a> 簽署諒解備忘錄，共同建立「算力融資平臺」。 目標是在未來幾年內，動員超過5,000億美元的第三方資本，為AI基礎設施建設提供大規模融資支持。 消息公佈後，英偉達股價當日反而下跌2.86%，收報217.55美元。 一場關於「循環融資」與「AI泡沫」的激烈辯論，隨即在華爾街炸開。 一、「算力即收入」：黃仁勳的資產重新定義 來源：CNBC 黃仁勳在CNBC的聯合採訪中給出了最核心的論述：「在AI領域，算力就是收入。」 英偉達此次試圖完成的，是一場對GPU資產屬性的認知重構。 長期以來，GPU被視為快速折舊的電子硬體——晶片世代更新極快，新一代產品推出後，","listText":"8月10日， <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$英偉達(NVDA)$</a> 宣佈與 <a target=\"_blank\" href=\"https://ttm.financial/S/APO\">$阿波羅全球管理(APO)$</a> 、 <a target=\"_blank\" href=\"https://ttm.financial/S/BLK\">$貝萊德(BLK)$</a> 、 <a target=\"_blank\" href=\"https://ttm.financial/S/BX\">$黑石(BX)$</a> 、 <a target=\"_blank\" href=\"https://ttm.financial/S/BN\">$Brookfield(BN)$</a> 、 <a target=\"_blank\" href=\"https://ttm.financial/S/GS\">$高盛(GS)$</a> 及 <a target=\"_blank\" href=\"https://ttm.financial/S/KKR\">$KKR & Co L.P.(KKR)$</a> 簽署諒解備忘錄，共同建立「算力融資平臺」。 目標是在未來幾年內，動員超過5,000億美元的第三方資本，為AI基礎設施建設提供大規模融資支持。 消息公佈後，英偉達股價當日反而下跌2.86%，收報217.55美元。 一場關於「循環融資」與「AI泡沫」的激烈辯論，隨即在華爾街炸開。 一、「算力即收入」：黃仁勳的資產重新定義 來源：CNBC 黃仁勳在CNBC的聯合採訪中給出了最核心的論述：「在AI領域，算力就是收入。」 英偉達此次試圖完成的，是一場對GPU資產屬性的認知重構。 長期以來，GPU被視為快速折舊的電子硬體——晶片世代更新極快，新一代產品推出後，","text":"8月10日， $英偉達(NVDA)$ 宣佈與 $阿波羅全球管理(APO)$ 、 $貝萊德(BLK)$ 、 $黑石(BX)$ 、 $Brookfield(BN)$ 、 $高盛(GS)$ 及 $KKR & Co L.P.(KKR)$ 簽署諒解備忘錄，共同建立「算力融資平臺」。 目標是在未來幾年內，動員超過5,000億美元的第三方資本，為AI基礎設施建設提供大規模融資支持。 消息公佈後，英偉達股價當日反而下跌2.86%，收報217.55美元。 一場關於「循環融資」與「AI泡沫」的激烈辯論，隨即在華爾街炸開。 一、「算力即收入」：黃仁勳的資產重新定義 來源：CNBC 黃仁勳在CNBC的聯合採訪中給出了最核心的論述：「在AI領域，算力就是收入。」 英偉達此次試圖完成的，是一場對GPU資產屬性的認知重構。 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