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新人小哥

新人小哥

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09-29

$亚马逊(AMZN)$ [害羞]

07-22

$谷歌A(GOOGL)$ buy in now！

06-20

？

【苹果】多空因素并存苹果震荡看待

06-05

[财迷]

杰富瑞发布今夏首选股票名单：包括芯片巨头英伟达

05-30

$英伟达(NVDA)$ Pull up！

05-29

They should do this ten years ago[白眼]

微软新动作！Windows Update将允许第三方软件接入：一站式处理所有更新

05-28

[微笑]

01-16

$谷歌A(GOOGL)$

2024-05-07

[开心]

@Seven8:巴菲特忙碌幾十年，終究沒有跑贏標$標普500ETF(SPY)$ $伯克希爾B(BRK.B)$

2024-05-07

[呆住]

@理想中的生活:$LAU.HK 20240530 130.00 CALL$ SCC 做個備兌，月底到期的還有SP 130，大概率是要行權的，控制一下倉位。

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data-views=\"1\"></v-v> buy in now！","text":"$谷歌A(GOOGL)$ buy in 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07:30","market":"us","language":"zh","title":"【苹果】多空因素并存 苹果震荡看待","url":"https://stock-news.laohu8.com/highlight/detail?id=2544286194","media":"国元期货研究","summary":"当前水果市场以应季时令水果为主，终端对苹果按需采购为主，市场到车量低位运行。时令水果冲击下，苹果需求步入淡季，产区出库放缓。加之低库存支撑下，苹果价格明显上涨，出口竞争力有所削弱。苹果出口呈现明显季节性回落态势，预计这一趋势将持续至新季苹果上市。新季方面，西部产区套袋量好于预期，缓解了前期坐果不佳引发的减产担忧，苹果2510合约价格重心下移。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073654339v201x2nzym0t9v1\"/><p>策略观点</p><p>受夏季时令水果冲击，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>消费进入传统淡季，不过本季剩余偏少，供给压力不大，支撑现货价格持稳。新季产量方面，之前西部产区坐果率偏低，引发减产预期。随着套袋工作的推进，实际套袋量好于预期，减产幅度的预期下调。苹果2510合约作为新季合约，受现货端和新季估产双重影响，在现货处于供需双弱，价格持稳的当下。减产程度好于预期，盘面价格重心下移。不过后续仍有天气扰动风险，且现货低库存下，果季后期存偏强预期，下方空间谨慎看待，以震荡走势为主。建议区间7300-7800元/吨。</p><p>一、行情回顾</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073655258v201iieg89kaiea\"/><p>市场<a href=\"https://laohu8.com/S/002200\">交投</a>清淡，剩余库存不多，产区急售心态不强，现货以质论价，整体持稳。基本面多空因素并存，盘面上周小幅走强，整体处于震荡。</p><p>二、苹果基本面分析</p><p>2.1</p><p>现货端供需双弱 价格整体持稳</p><p>截至6月17日,洛川70#半商品均价4.8元/斤，价格较上周环比持平；栖霞80#一二级均价4.2元/斤，较上周环比持平。截至6月17日，广东主要批发市场日均到货量为14车。当前水果市场以应季时令水果为主，终端对苹果按需采购为主，市场到车量低位运行。不过产区库存偏低，供给偏紧，急售心态不强，供需双弱下，现货价格整体持稳。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073700913v201w31vvdlggq0\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073702517v201fmsmrnugeb7\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073708118v201vtsczjy031p\"/><p>2.2</p><p>库存余量不大 淡季出库放缓</p><p>据我的<a href=\"https://laohu8.com/S/000061\">农产品</a>网统计，截至2025年6月18日，主产区冷库库存为116.49万吨，周度去库10.97万吨。时令水果冲击下，苹果需求步入淡季，产区出库放缓。当前剩余库存量处于历史低位，销售压力不大，产区套袋进入尾声，农忙用工紧张，急售心态不强。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073716568v201qvsnmu9mjff\"/><p>2.3</p><p>出口步入季节性淡季</p><p>据海关总署数据显示，截至2025年4月，我国苹果当月出口量为7.26万吨，较3月份环比下滑24.45%，同比小幅下降1.6%。我国苹果出口的传统旺季集中在每年四季度至次年一季度。进入4月后，经过前期持续出库，冷库剩余库存量已明显减少，可供出口的货源相对有限。加之低库存支撑下，苹果价格明显上涨，出口竞争力有所削弱。苹果出口呈现明显季节性回落态势，预计这一趋势将持续至新季苹果上市。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073719404v2015iifah9ueds\"/><p>2.4</p><p>时令水果上量 替代效应显著</p><p>随着消费升级和水果供给日益丰富，居民水果消费呈现明显的多元化趋势，这对传统大宗水果苹果的消费形成了结构性替代。截至6月17日，西瓜批发均价为3.41元/公斤，较上周环比下跌0.27元/公斤。夏季水果逐步上量，价格进入下行通道。夏季气温炎热，时令水果更符合消费者季节性消费习惯，对苹果产生明显的替代效应。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073729927v201r6vtlixz9gu\"/><p>三、行情总结</p><p>夏季水果集中上市的冲击下，苹果消费走弱，但剩余库存偏低支撑现货价格，现货端处于供需双弱阶段。新季方面，西部产区套袋量好于预期，缓解了前期坐果不佳引发的减产担忧，苹果2510合约价格重心下移。不过低库存和潜在天气风险仍对价格下方形成支撑，预计后市将维持震荡走势。建议区间7300-7800元/吨。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073738709v2018dzdju48oz3\"/><p><strong>写作日期：</strong>2025年6月19日</p><p><strong>作者：</strong>柴颖华</p><p>分析师</p><p>期货从业资格号：F3040296</p><p>投资咨询资格号：Z0015079</p><p>联系电话：010-84555291</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073743000v201qoziv4jur86\"/><p><strong>业务资格和</strong></p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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】多空因素并存 苹果震荡看待\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-20 07:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250620073755a4b36f73&s=b><strong>国元期货研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>策略观点受夏季时令水果冲击，苹果消费进入传统淡季，不过本季剩余偏少，供给压力不大，支撑现货价格持稳。新季产量方面，之前西部产区坐果率偏低，引发减产预期。随着套袋工作的推进，实际套袋量好于预期，减产幅度的预期下调。苹果2510合约作为新季合约，受现货端和新季估产双重影响，在现货处于供需双弱，价格持稳的当下。减产程度好于预期，盘面价格重心下移。不过后续仍有天气扰动风险，且现货低库存下，果季后期存偏强...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250620073755a4b36f73&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4507":"流媒体概念","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc 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淡季出库放缓据我的农产品网统计，截至2025年6月18日，主产区冷库库存为116.49万吨，周度去库10.97万吨。时令水果冲击下，苹果需求步入淡季，产区出库放缓。当前剩余库存量处于历史低位，销售压力不大，产区套袋进入尾声，农忙用工紧张，急售心态不强。2.3出口步入季节性淡季据海关总署数据显示，截至2025年4月，我国苹果当月出口量为7.26万吨，较3月份环比下滑24.45%，同比小幅下降1.6%。我国苹果出口的传统旺季集中在每年四季度至次年一季度。进入4月后，经过前期持续出库，冷库剩余库存量已明显减少，可供出口的货源相对有限。加之低库存支撑下，苹果价格明显上涨，出口竞争力有所削弱。苹果出口呈现明显季节性回落态势，预计这一趋势将持续至新季苹果上市。2.4时令水果上量 替代效应显著随着消费升级和水果供给日益丰富，居民水果消费呈现明显的多元化趋势，这对传统大宗水果苹果的消费形成了结构性替代。截至6月17日，西瓜批发均价为3.41元/公斤，较上周环比下跌0.27元/公斤。夏季水果逐步上量，价格进入下行通道。夏季气温炎热，时令水果更符合消费者季节性消费习惯，对苹果产生明显的替代效应。三、行情总结夏季水果集中上市的冲击下，苹果消费走弱，但剩余库存偏低支撑现货价格，现货端处于供需双弱阶段。新季方面，西部产区套袋量好于预期，缓解了前期坐果不佳引发的减产担忧，苹果2510合约价格重心下移。不过低库存和潜在天气风险仍对价格下方形成支撑，预计后市将维持震荡走势。建议区间7300-7800元/吨。写作日期：2025年6月19日作者：柴颖华分析师期货从业资格号：F3040296投资咨询资格号：Z0015079联系电话：010-84555291业务资格和","news_type":1,"symbols_score_info":{"AAPL":0.9,"MACW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":442714394968448,"gmtCreate":1749107318562,"gmtModify":1749107321328,"author":{"id":"4172639469640402","authorId":"4172639469640402","name":"新人小哥","avatar":"https://community-static.tradeup.com/news/b5c85c7496cff615c66e474921d6dc80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4172639469640402","idStr":"4172639469640402"},"themes":[],"htmlText":"[财迷]&nbsp;&nbsp;","listText":"[财迷]&nbsp;&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/442714394968448","repostId":"1187618283","repostType":4,"repost":{"id":"1187618283","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":1749105216,"share":"https://ttm.financial/m/news/1187618283?lang=&edition=fundamental","pubTime":"2025-06-05 14:33","market":"us","language":"zh","title":"杰富瑞发布今夏首选股票名单：包括芯片巨头英伟达","url":"https://stock-news.laohu8.com/highlight/detail?id=1187618283","media":"老虎资讯综合","summary":"随着新一个交易月(6月)的开始，杰富瑞的分析师分享了他们在夏季即将到来之际的首选股票名单。以下表格列出了其中10只股票：杰富瑞今夏十大首选股票公司名称股票代码目标价 $英伟达$ NVDA$185 $德康医疗$DXCM$110 $第一资本$COF$230 $卡特彼勒$ CAT$425 $GE HEALTHCARE TECHNOLOGIES INC$ GEHC$95 $吉利德科学$ GILD$130 $国际香料香精$IFF$89 $微软$ MSFT$550 $Saia Inc.$ SAIA$350 $PVH Corp$ PVH$105来源：Jefferies芯片巨头英伟达位列推荐名单。该股年内涨幅达5%，杰富瑞185美元的目标价预示其有31%上行空间。","content":"<html><head></head><body><p style=\"text-align: left;\">随着新一个交易月(6月)的开始，杰富瑞（Jefferies）的分析师分享了他们在夏季即将到来之际的首选股票名单。</p><p style=\"text-align: left;\">年初，美股市场的主导话题是关税政策的不确定性。但到了5月，美股迎来反弹，标普500指数上涨6.2%，创下自2023年11月以来的最佳单月表现。</p><p style=\"text-align: left;\">投资者对市场未来走向存在分歧。乐观的一方，如Fundstrat Global Advisors的Tom Lee认为，4月的抛售“重新点燃了新一轮牛市”；而Evercore的Julian Emanuel则较为谨慎，他指出历史数据显示，投资者接下来可能面临动荡时期。</p><p style=\"text-align: left;\">考虑到贸易前景的不确定性可能仍会困扰投资者，杰富瑞在周二的一份报告中表示，其推荐的股票具备&#34;晴雨皆宜&#34;的特质。</p><p style=\"text-align: left;\">杰富瑞推荐了其28只“买入评级”、最具信心的投资标的，这些股票“基于差异化分析，受到催化因素支撑，并处于有望上涨的估值水平”。以下表格列出了其中10只股票：</p><h4 id=\"id_3030486963\" style=\"text-align: left;\">杰富瑞今夏十大首选股票</h4><table style=\"border-collapse:collapse;\"><colgroup><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\">公司名称</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">股票代码</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">目标价</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> （Nvidia）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">NVDA</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$185</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/DXCM\">德康医疗</a>（Dexcom）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">DXCM</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$110</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/COF\">第一资本</a>（Capital One）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">COF</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$230</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a> （Caterpillar）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">CAT</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$425</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/GEHC\">GE HEALTHCARE TECHNOLOGIES INC</a> （GE HealthCare）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">GEHC</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$95</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/GILD\">吉利德科学</a> （Gilead）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">GILD</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$130</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/IFF\">国际香料香精</a>（IFF）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">IFF</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$89</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/MSFT\">微软</a> （Microsoft）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MSFT</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$550</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/SAIA\">Saia Inc.</a> （Saia）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">SAIA</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$350</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/PVH\">PVH Corp</a> （PVH）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">PVH</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$105</p></td></tr></tbody></table><p style=\"text-align: left;\"><em>来源：Jefferies</em></p><p style=\"text-align: left;\">芯片巨头英伟达位列推荐名单。该股年内涨幅达5%，杰富瑞185美元的目标价预示其有31%上行空间。报告指出：&#34;英伟达是数据中心AI加速器领域的霸主，该产业正随AI技术发展及应用而迅猛扩张。新一代Blackwell GPU平台已全面投产，全年毛利率有望从70%-72%提升至74%-76%。&#34;</p><p>血糖监测系统制造商 <a href=\"https://laohu8.com/S/DXCM\">德康医疗</a>同样入选。该股2025年累计上涨11%，110美元目标价对应其近27%上行空间。&#34;德康医疗即将通过扩大2型非胰岛素治疗患者覆盖实现业绩突破，&#34;报告分析称。其15天持续监测传感器已获美国食品和药物管理局批准，&#34;传感器升级将成为重要利润增长点&#34;。</p><p> <a href=\"https://laohu8.com/S/COF\">第一资本</a>也被列为赢家标的。230美元目标价较周二收盘价存在18%溢价空间。杰富瑞强调该行近期收购发现金融服务公司是关键催化剂：&#34;并购完成后将释放显著的网络协同效应与运营成本优化。更值得关注的是COF/DFS组合信贷状况持续改善，净息差提升与准备金释放将形成双重利好。&#34;该股年内已上涨逾9%。</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>杰富瑞发布今夏首选股票名单：包括芯片巨头英伟达</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杰富瑞发布今夏首选股票名单：包括芯片巨头英伟达\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\">2025-06-05 14:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">随着新一个交易月(6月)的开始，杰富瑞（Jefferies）的分析师分享了他们在夏季即将到来之际的首选股票名单。</p><p style=\"text-align: left;\">年初，美股市场的主导话题是关税政策的不确定性。但到了5月，美股迎来反弹，标普500指数上涨6.2%，创下自2023年11月以来的最佳单月表现。</p><p style=\"text-align: left;\">投资者对市场未来走向存在分歧。乐观的一方，如Fundstrat Global Advisors的Tom Lee认为，4月的抛售“重新点燃了新一轮牛市”；而Evercore的Julian Emanuel则较为谨慎，他指出历史数据显示，投资者接下来可能面临动荡时期。</p><p style=\"text-align: left;\">考虑到贸易前景的不确定性可能仍会困扰投资者，杰富瑞在周二的一份报告中表示，其推荐的股票具备&#34;晴雨皆宜&#34;的特质。</p><p style=\"text-align: left;\">杰富瑞推荐了其28只“买入评级”、最具信心的投资标的，这些股票“基于差异化分析，受到催化因素支撑，并处于有望上涨的估值水平”。以下表格列出了其中10只股票：</p><h4 id=\"id_3030486963\" style=\"text-align: left;\">杰富瑞今夏十大首选股票</h4><table style=\"border-collapse:collapse;\"><colgroup><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\">公司名称</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">股票代码</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">目标价</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> （Nvidia）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">NVDA</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$185</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/DXCM\">德康医疗</a>（Dexcom）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">DXCM</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$110</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/COF\">第一资本</a>（Capital One）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">COF</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$230</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a> （Caterpillar）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">CAT</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$425</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/GEHC\">GE HEALTHCARE TECHNOLOGIES INC</a> （GE HealthCare）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">GEHC</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$95</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/GILD\">吉利德科学</a> （Gilead）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">GILD</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$130</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/IFF\">国际香料香精</a>（IFF）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">IFF</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$89</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/MSFT\">微软</a> （Microsoft）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MSFT</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$550</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/SAIA\">Saia Inc.</a> （Saia）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">SAIA</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$350</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/PVH\">PVH Corp</a> （PVH）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">PVH</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$105</p></td></tr></tbody></table><p style=\"text-align: left;\"><em>来源：Jefferies</em></p><p style=\"text-align: left;\">芯片巨头英伟达位列推荐名单。该股年内涨幅达5%，杰富瑞185美元的目标价预示其有31%上行空间。报告指出：&#34;英伟达是数据中心AI加速器领域的霸主，该产业正随AI技术发展及应用而迅猛扩张。新一代Blackwell GPU平台已全面投产，全年毛利率有望从70%-72%提升至74%-76%。&#34;</p><p>血糖监测系统制造商 <a href=\"https://laohu8.com/S/DXCM\">德康医疗</a>同样入选。该股2025年累计上涨11%，110美元目标价对应其近27%上行空间。&#34;德康医疗即将通过扩大2型非胰岛素治疗患者覆盖实现业绩突破，&#34;报告分析称。其15天持续监测传感器已获美国食品和药物管理局批准，&#34;传感器升级将成为重要利润增长点&#34;。</p><p> <a href=\"https://laohu8.com/S/COF\">第一资本</a>也被列为赢家标的。230美元目标价较周二收盘价存在18%溢价空间。杰富瑞强调该行近期收购发现金融服务公司是关键催化剂：&#34;并购完成后将释放显著的网络协同效应与运营成本优化。更值得关注的是COF/DFS组合信贷状况持续改善，净息差提升与准备金释放将形成双重利好。&#34;该股年内已上涨逾9%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/16bac18bf70d1d1d05103f6e5f67024f","relate_stocks":{"GEHC":"GE HEALTHCARE TECHNOLOGIES INC","IFF":"国际香料香精","COF":"第一资本","NVDA":"英伟达","MSFT":"微软","PVH":"PVH Corp","CAT":"卡特彼勒","DXCM":"德康医疗","GILD":"吉利德科学","SAIA":"Saia Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187618283","content_text":"随着新一个交易月(6月)的开始，杰富瑞（Jefferies）的分析师分享了他们在夏季即将到来之际的首选股票名单。年初，美股市场的主导话题是关税政策的不确定性。但到了5月，美股迎来反弹，标普500指数上涨6.2%，创下自2023年11月以来的最佳单月表现。投资者对市场未来走向存在分歧。乐观的一方，如Fundstrat Global Advisors的Tom Lee认为，4月的抛售“重新点燃了新一轮牛市”；而Evercore的Julian Emanuel则较为谨慎，他指出历史数据显示，投资者接下来可能面临动荡时期。考虑到贸易前景的不确定性可能仍会困扰投资者，杰富瑞在周二的一份报告中表示，其推荐的股票具备\"晴雨皆宜\"的特质。杰富瑞推荐了其28只“买入评级”、最具信心的投资标的，这些股票“基于差异化分析，受到催化因素支撑，并处于有望上涨的估值水平”。以下表格列出了其中10只股票：杰富瑞今夏十大首选股票公司名称股票代码目标价 英伟达 （Nvidia）NVDA$185 德康医疗（Dexcom）DXCM$110 第一资本（Capital One）COF$230 卡特彼勒 （Caterpillar）CAT$425 GE HEALTHCARE TECHNOLOGIES INC （GE HealthCare）GEHC$95 吉利德科学 （Gilead）GILD$130 国际香料香精（IFF）IFF$89 微软 （Microsoft）MSFT$550 Saia Inc. （Saia）SAIA$350 PVH Corp （PVH）PVH$105来源：Jefferies芯片巨头英伟达位列推荐名单。该股年内涨幅达5%，杰富瑞185美元的目标价预示其有31%上行空间。报告指出：\"英伟达是数据中心AI加速器领域的霸主，该产业正随AI技术发展及应用而迅猛扩张。新一代Blackwell GPU平台已全面投产，全年毛利率有望从70%-72%提升至74%-76%。\"血糖监测系统制造商 德康医疗同样入选。该股2025年累计上涨11%，110美元目标价对应其近27%上行空间。\"德康医疗即将通过扩大2型非胰岛素治疗患者覆盖实现业绩突破，\"报告分析称。其15天持续监测传感器已获美国食品和药物管理局批准，\"传感器升级将成为重要利润增长点\"。 第一资本也被列为赢家标的。230美元目标价较周二收盘价存在18%溢价空间。杰富瑞强调该行近期收购发现金融服务公司是关键催化剂：\"并购完成后将释放显著的网络协同效应与运营成本优化。更值得关注的是COF/DFS组合信贷状况持续改善，净息差提升与准备金释放将形成双重利好。\"该股年内已上涨逾9%。","news_type":1,"symbols_score_info":{"SAIA":1.1,"NVDA":1.1,"IFF":1.1,"DXCM":1.1,"CAT":1.1,"COF":1.1,"GEHC":1.1,"GILD":1.1,"MSFT":1.1,"PVH":1.1}},"isVote":1,"tweetType":1,"viewCount":1030,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":440654678679992,"gmtCreate":1748606807776,"gmtModify":1748606810900,"author":{"id":"4172639469640402","authorId":"4172639469640402","name":"新人小哥","avatar":"https://community-static.tradeup.com/news/b5c85c7496cff615c66e474921d6dc80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4172639469640402","idStr":"4172639469640402"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Pull &nbsp;up！","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Pull &nbsp;up！","text":"$英伟达(NVDA)$ Pull up！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/440654678679992","isVote":1,"tweetType":1,"viewCount":1225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":440139989754016,"gmtCreate":1748494512239,"gmtModify":1748494515055,"author":{"id":"4172639469640402","authorId":"4172639469640402","name":"新人小哥","avatar":"https://community-static.tradeup.com/news/b5c85c7496cff615c66e474921d6dc80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4172639469640402","idStr":"4172639469640402"},"themes":[],"htmlText":"They should do this ten years ago[白眼]&nbsp;&nbsp;","listText":"They should do this ten years ago[白眼]&nbsp;&nbsp;","text":"They should do this ten years ago[白眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/440139989754016","repostId":"2539528033","repostType":2,"repost":{"id":"2539528033","kind":"news","pubTimestamp":1748492518,"share":"https://ttm.financial/m/news/2539528033?lang=&edition=fundamental","pubTime":"2025-05-29 12:21","market":"us","language":"zh","title":"微软新动作！Windows Update将允许第三方软件接入：一站式处理所有更新","url":"https://stock-news.laohu8.com/highlight/detail?id=2539528033","media":"快科技","summary":"快科技5月29日消息，微软正在为Windows Update引入一项变革，将允许第三方应用接入Windows Update进行更新。这一功能将通过微软新推出的“Windows Update编排平台”实现，目前该平台已开放私人预览版供开发者注册。Windows Update一直以来主要用于更新Windows操作系统的内核部分、关键驱动程序以及一些第三方设备管理应用，而大多数Windows上的应用仍依赖开发者自行创建的更新机制进行更新。此外，所有加入Windows Update编排平台的应用，都将自动获得底层Windows Update平台的未来改进。","content":"<html><body><p>快科技5月29日消息，<strong><a href=\"https://laohu8.com/S/MSFT\">微软</a>正在为Windows Update引入一项变革，将允许第三方应用接入Windows Update进行更新。</strong></p><p>这一功能将通过微软新推出的“Windows Update编排平台”实现，目前该平台已开放私人预览版供开发者注册。</p><p>Windows Update一直以来主要用于更新Windows操作系统的内核部分、关键驱动程序以及一些第三方设备管理应用，而大多数Windows上的应用仍依赖开发者自行创建的更新机制进行更新。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_22/A503132A229270652255D4AA3D90724EC6A1AB8B_size137_w600_h330.png\"/></p><p><strong>微软产品经理Angie Chen表示：“我们正在构建一个统一、智能的更新编排平台，该平台能够支持任何更新（应用、驱动程序等）与Windows Update一起更新。”</strong></p><p>新平台将允许开发者利用基于用户活动、电池状态甚至可持续能源时间的定期更新功能。</p><p>开发者还可以直接连接到原生Windows Update通知，并将更新记录列在Windows Update的应用更新历史中。</p><p>此外，所有加入Windows Update编排平台的应用，都将自动获得底层Windows Update平台的未来改进。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_22/6E9BD21DBB1532DEEF01C97360E405CF73558DD0_size137_w600_h400.jpg\"/></p></body></html>","source":"fenghuang_stock","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>微软新动作！Windows Update将允许第三方软件接入：一站式处理所有更新</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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href=https://tech.ifeng.com/c/8jkRLPgXNSx><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技5月29日消息，微软正在为Windows Update引入一项变革，将允许第三方应用接入Windows Update进行更新。这一功能将通过微软新推出的“Windows Update编排平台”实现，目前该平台已开放私人预览版供开发者注册。Windows Update一直以来主要用于更新Windows操作系统的内核部分、关键驱动程序以及一些第三方设备管理应用，而大多数Windows上的应用仍...</p>\n\n<a href=\"https://tech.ifeng.com/c/8jkRLPgXNSx\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2041044095.USD":"Blackrock Circular Economy A2 USD","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER 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Update进行更新。</strong></p><p>这一功能将通过微软新推出的“Windows Update编排平台”实现，目前该平台已开放私人预览版供开发者注册。</p><p>Windows Update一直以来主要用于更新Windows操作系统的内核部分、关键驱动程序以及一些第三方设备管理应用，而大多数Windows上的应用仍依赖开发者自行创建的更新机制进行更新。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_22/A503132A229270652255D4AA3D90724EC6A1AB8B_size137_w600_h330.png\"/></p><p><strong>微软产品经理Angie Chen表示：“我们正在构建一个统一、智能的更新编排平台，该平台能够支持任何更新（应用、驱动程序等）与Windows Update一起更新。”</strong></p><p>新平台将允许开发者利用基于用户活动、电池状态甚至可持续能源时间的定期更新功能。</p><p>开发者还可以直接连接到原生Windows Update通知，并将更新记录列在Windows Update的应用更新历史中。</p><p>此外，所有加入Windows Update编排平台的应用，都将自动获得底层Windows Update平台的未来改进。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_22/6E9BD21DBB1532DEEF01C97360E405CF73558DD0_size137_w600_h400.jpg\"/></p></body></html>","source":"fenghuang_stock","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>微软新动作！Windows Update将允许第三方软件接入：一站式处理所有更新</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n微软新动作！Windows Update将允许第三方软件接入：一站式处理所有更新\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-29 12:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8jkRLPgXNSx><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技5月29日消息，微软正在为Windows Update引入一项变革，将允许第三方应用接入Windows Update进行更新。这一功能将通过微软新推出的“Windows Update编排平台”实现，目前该平台已开放私人预览版供开发者注册。Windows Update一直以来主要用于更新Windows操作系统的内核部分、关键驱动程序以及一些第三方设备管理应用，而大多数Windows上的应用仍...</p>\n\n<a href=\"https://tech.ifeng.com/c/8jkRLPgXNSx\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2041044095.USD":"Blackrock Circular Economy A2 USD","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER 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Update平台的未来改进。","news_type":1,"symbols_score_info":{"MSFT":1}},"isVote":1,"tweetType":1,"viewCount":1056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":439894926565712,"gmtCreate":1748417054042,"gmtModify":1748417058205,"author":{"id":"4172639469640402","authorId":"4172639469640402","name":"新人小哥","avatar":"https://community-static.tradeup.com/news/b5c85c7496cff615c66e474921d6dc80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4172639469640402","idStr":"4172639469640402"},"themes":[],"htmlText":"[微笑]&nbsp;&nbsp;","listText":"[微笑]&nbsp;&nbsp;","text":"[微笑]","images":[{"img":"https://community-static.tradeup.com/news/ac9bbdc3bbf6fb039ba1f285e0e73313","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/439894926565712","isVote":1,"tweetType":1,"viewCount":750,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":459528963022936,"gmtCreate":1753190108170,"gmtModify":1753190111415,"author":{"id":"4172639469640402","authorId":"4172639469640402","name":"新人小哥","avatar":"https://community-static.tradeup.com/news/b5c85c7496cff615c66e474921d6dc80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4172639469640402","idStr":"4172639469640402"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v> buy in now！","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v> buy in now！","text":"$谷歌A(GOOGL)$ buy in now！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/459528963022936","isVote":1,"tweetType":1,"viewCount":909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":442714394968448,"gmtCreate":1749107318562,"gmtModify":1749107321328,"author":{"id":"4172639469640402","authorId":"4172639469640402","name":"新人小哥","avatar":"https://community-static.tradeup.com/news/b5c85c7496cff615c66e474921d6dc80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4172639469640402","idStr":"4172639469640402"},"themes":[],"htmlText":"[财迷]&nbsp;&nbsp;","listText":"[财迷]&nbsp;&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/442714394968448","repostId":"1187618283","repostType":4,"repost":{"id":"1187618283","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":1749105216,"share":"https://ttm.financial/m/news/1187618283?lang=&edition=fundamental","pubTime":"2025-06-05 14:33","market":"us","language":"zh","title":"杰富瑞发布今夏首选股票名单：包括芯片巨头英伟达","url":"https://stock-news.laohu8.com/highlight/detail?id=1187618283","media":"老虎资讯综合","summary":"随着新一个交易月(6月)的开始，杰富瑞的分析师分享了他们在夏季即将到来之际的首选股票名单。以下表格列出了其中10只股票：杰富瑞今夏十大首选股票公司名称股票代码目标价 $英伟达$ NVDA$185 $德康医疗$DXCM$110 $第一资本$COF$230 $卡特彼勒$ CAT$425 $GE HEALTHCARE TECHNOLOGIES INC$ GEHC$95 $吉利德科学$ GILD$130 $国际香料香精$IFF$89 $微软$ MSFT$550 $Saia Inc.$ SAIA$350 $PVH Corp$ PVH$105来源：Jefferies芯片巨头英伟达位列推荐名单。该股年内涨幅达5%，杰富瑞185美元的目标价预示其有31%上行空间。","content":"<html><head></head><body><p style=\"text-align: left;\">随着新一个交易月(6月)的开始，杰富瑞（Jefferies）的分析师分享了他们在夏季即将到来之际的首选股票名单。</p><p style=\"text-align: left;\">年初，美股市场的主导话题是关税政策的不确定性。但到了5月，美股迎来反弹，标普500指数上涨6.2%，创下自2023年11月以来的最佳单月表现。</p><p style=\"text-align: left;\">投资者对市场未来走向存在分歧。乐观的一方，如Fundstrat Global Advisors的Tom Lee认为，4月的抛售“重新点燃了新一轮牛市”；而Evercore的Julian Emanuel则较为谨慎，他指出历史数据显示，投资者接下来可能面临动荡时期。</p><p style=\"text-align: left;\">考虑到贸易前景的不确定性可能仍会困扰投资者，杰富瑞在周二的一份报告中表示，其推荐的股票具备&#34;晴雨皆宜&#34;的特质。</p><p style=\"text-align: left;\">杰富瑞推荐了其28只“买入评级”、最具信心的投资标的，这些股票“基于差异化分析，受到催化因素支撑，并处于有望上涨的估值水平”。以下表格列出了其中10只股票：</p><h4 id=\"id_3030486963\" style=\"text-align: left;\">杰富瑞今夏十大首选股票</h4><table style=\"border-collapse:collapse;\"><colgroup><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\">公司名称</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">股票代码</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">目标价</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> （Nvidia）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">NVDA</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$185</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/DXCM\">德康医疗</a>（Dexcom）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">DXCM</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$110</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/COF\">第一资本</a>（Capital One）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">COF</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$230</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a> （Caterpillar）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">CAT</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$425</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/GEHC\">GE HEALTHCARE TECHNOLOGIES INC</a> （GE HealthCare）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">GEHC</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$95</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/GILD\">吉利德科学</a> （Gilead）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">GILD</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$130</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/IFF\">国际香料香精</a>（IFF）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">IFF</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$89</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/MSFT\">微软</a> （Microsoft）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MSFT</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$550</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/SAIA\">Saia Inc.</a> （Saia）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">SAIA</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$350</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/PVH\">PVH Corp</a> （PVH）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">PVH</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$105</p></td></tr></tbody></table><p style=\"text-align: left;\"><em>来源：Jefferies</em></p><p style=\"text-align: left;\">芯片巨头英伟达位列推荐名单。该股年内涨幅达5%，杰富瑞185美元的目标价预示其有31%上行空间。报告指出：&#34;英伟达是数据中心AI加速器领域的霸主，该产业正随AI技术发展及应用而迅猛扩张。新一代Blackwell GPU平台已全面投产，全年毛利率有望从70%-72%提升至74%-76%。&#34;</p><p>血糖监测系统制造商 <a href=\"https://laohu8.com/S/DXCM\">德康医疗</a>同样入选。该股2025年累计上涨11%，110美元目标价对应其近27%上行空间。&#34;德康医疗即将通过扩大2型非胰岛素治疗患者覆盖实现业绩突破，&#34;报告分析称。其15天持续监测传感器已获美国食品和药物管理局批准，&#34;传感器升级将成为重要利润增长点&#34;。</p><p> <a href=\"https://laohu8.com/S/COF\">第一资本</a>也被列为赢家标的。230美元目标价较周二收盘价存在18%溢价空间。杰富瑞强调该行近期收购发现金融服务公司是关键催化剂：&#34;并购完成后将释放显著的网络协同效应与运营成本优化。更值得关注的是COF/DFS组合信贷状况持续改善，净息差提升与准备金释放将形成双重利好。&#34;该股年内已上涨逾9%。</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>杰富瑞发布今夏首选股票名单：包括芯片巨头英伟达</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杰富瑞发布今夏首选股票名单：包括芯片巨头英伟达\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\">2025-06-05 14:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">随着新一个交易月(6月)的开始，杰富瑞（Jefferies）的分析师分享了他们在夏季即将到来之际的首选股票名单。</p><p style=\"text-align: left;\">年初，美股市场的主导话题是关税政策的不确定性。但到了5月，美股迎来反弹，标普500指数上涨6.2%，创下自2023年11月以来的最佳单月表现。</p><p style=\"text-align: left;\">投资者对市场未来走向存在分歧。乐观的一方，如Fundstrat Global Advisors的Tom Lee认为，4月的抛售“重新点燃了新一轮牛市”；而Evercore的Julian Emanuel则较为谨慎，他指出历史数据显示，投资者接下来可能面临动荡时期。</p><p style=\"text-align: left;\">考虑到贸易前景的不确定性可能仍会困扰投资者，杰富瑞在周二的一份报告中表示，其推荐的股票具备&#34;晴雨皆宜&#34;的特质。</p><p style=\"text-align: left;\">杰富瑞推荐了其28只“买入评级”、最具信心的投资标的，这些股票“基于差异化分析，受到催化因素支撑，并处于有望上涨的估值水平”。以下表格列出了其中10只股票：</p><h4 id=\"id_3030486963\" style=\"text-align: left;\">杰富瑞今夏十大首选股票</h4><table style=\"border-collapse:collapse;\"><colgroup><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\">公司名称</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">股票代码</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">目标价</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> （Nvidia）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">NVDA</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$185</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/DXCM\">德康医疗</a>（Dexcom）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">DXCM</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$110</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/COF\">第一资本</a>（Capital One）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">COF</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$230</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a> （Caterpillar）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">CAT</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$425</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/GEHC\">GE HEALTHCARE TECHNOLOGIES INC</a> （GE HealthCare）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">GEHC</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$95</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/GILD\">吉利德科学</a> （Gilead）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">GILD</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$130</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/IFF\">国际香料香精</a>（IFF）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">IFF</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$89</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/MSFT\">微软</a> （Microsoft）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MSFT</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$550</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/SAIA\">Saia Inc.</a> （Saia）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">SAIA</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$350</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/PVH\">PVH Corp</a> （PVH）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">PVH</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">$105</p></td></tr></tbody></table><p style=\"text-align: left;\"><em>来源：Jefferies</em></p><p style=\"text-align: left;\">芯片巨头英伟达位列推荐名单。该股年内涨幅达5%，杰富瑞185美元的目标价预示其有31%上行空间。报告指出：&#34;英伟达是数据中心AI加速器领域的霸主，该产业正随AI技术发展及应用而迅猛扩张。新一代Blackwell GPU平台已全面投产，全年毛利率有望从70%-72%提升至74%-76%。&#34;</p><p>血糖监测系统制造商 <a href=\"https://laohu8.com/S/DXCM\">德康医疗</a>同样入选。该股2025年累计上涨11%，110美元目标价对应其近27%上行空间。&#34;德康医疗即将通过扩大2型非胰岛素治疗患者覆盖实现业绩突破，&#34;报告分析称。其15天持续监测传感器已获美国食品和药物管理局批准，&#34;传感器升级将成为重要利润增长点&#34;。</p><p> <a href=\"https://laohu8.com/S/COF\">第一资本</a>也被列为赢家标的。230美元目标价较周二收盘价存在18%溢价空间。杰富瑞强调该行近期收购发现金融服务公司是关键催化剂：&#34;并购完成后将释放显著的网络协同效应与运营成本优化。更值得关注的是COF/DFS组合信贷状况持续改善，净息差提升与准备金释放将形成双重利好。&#34;该股年内已上涨逾9%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/16bac18bf70d1d1d05103f6e5f67024f","relate_stocks":{"GEHC":"GE HEALTHCARE TECHNOLOGIES INC","IFF":"国际香料香精","COF":"第一资本","NVDA":"英伟达","MSFT":"微软","PVH":"PVH Corp","CAT":"卡特彼勒","DXCM":"德康医疗","GILD":"吉利德科学","SAIA":"Saia Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187618283","content_text":"随着新一个交易月(6月)的开始，杰富瑞（Jefferies）的分析师分享了他们在夏季即将到来之际的首选股票名单。年初，美股市场的主导话题是关税政策的不确定性。但到了5月，美股迎来反弹，标普500指数上涨6.2%，创下自2023年11月以来的最佳单月表现。投资者对市场未来走向存在分歧。乐观的一方，如Fundstrat Global Advisors的Tom Lee认为，4月的抛售“重新点燃了新一轮牛市”；而Evercore的Julian Emanuel则较为谨慎，他指出历史数据显示，投资者接下来可能面临动荡时期。考虑到贸易前景的不确定性可能仍会困扰投资者，杰富瑞在周二的一份报告中表示，其推荐的股票具备\"晴雨皆宜\"的特质。杰富瑞推荐了其28只“买入评级”、最具信心的投资标的，这些股票“基于差异化分析，受到催化因素支撑，并处于有望上涨的估值水平”。以下表格列出了其中10只股票：杰富瑞今夏十大首选股票公司名称股票代码目标价 英伟达 （Nvidia）NVDA$185 德康医疗（Dexcom）DXCM$110 第一资本（Capital One）COF$230 卡特彼勒 （Caterpillar）CAT$425 GE HEALTHCARE TECHNOLOGIES INC （GE HealthCare）GEHC$95 吉利德科学 （Gilead）GILD$130 国际香料香精（IFF）IFF$89 微软 （Microsoft）MSFT$550 Saia Inc. （Saia）SAIA$350 PVH Corp （PVH）PVH$105来源：Jefferies芯片巨头英伟达位列推荐名单。该股年内涨幅达5%，杰富瑞185美元的目标价预示其有31%上行空间。报告指出：\"英伟达是数据中心AI加速器领域的霸主，该产业正随AI技术发展及应用而迅猛扩张。新一代Blackwell GPU平台已全面投产，全年毛利率有望从70%-72%提升至74%-76%。\"血糖监测系统制造商 德康医疗同样入选。该股2025年累计上涨11%，110美元目标价对应其近27%上行空间。\"德康医疗即将通过扩大2型非胰岛素治疗患者覆盖实现业绩突破，\"报告分析称。其15天持续监测传感器已获美国食品和药物管理局批准，\"传感器升级将成为重要利润增长点\"。 第一资本也被列为赢家标的。230美元目标价较周二收盘价存在18%溢价空间。杰富瑞强调该行近期收购发现金融服务公司是关键催化剂：\"并购完成后将释放显著的网络协同效应与运营成本优化。更值得关注的是COF/DFS组合信贷状况持续改善，净息差提升与准备金释放将形成双重利好。\"该股年内已上涨逾9%。","news_type":1,"symbols_score_info":{"SAIA":1.1,"NVDA":1.1,"IFF":1.1,"DXCM":1.1,"CAT":1.1,"COF":1.1,"GEHC":1.1,"GILD":1.1,"MSFT":1.1,"PVH":1.1}},"isVote":1,"tweetType":1,"viewCount":1030,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":483984428888600,"gmtCreate":1759127374421,"gmtModify":1759127376846,"author":{"id":"4172639469640402","authorId":"4172639469640402","name":"新人小哥","avatar":"https://community-static.tradeup.com/news/b5c85c7496cff615c66e474921d6dc80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4172639469640402","idStr":"4172639469640402"},"themes":[],"htmlText":"<a 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[害羞]","images":[{"img":"https://community-static.tradeup.com/news/e7f5c67822b876c5c6cd09742c0b8ca2","width":"1122","height":"1737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/483984428888600","isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":447970916016896,"gmtCreate":1750390652111,"gmtModify":1750390654773,"author":{"id":"4172639469640402","authorId":"4172639469640402","name":"新人小哥","avatar":"https://community-static.tradeup.com/news/b5c85c7496cff615c66e474921d6dc80","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4172639469640402","idStr":"4172639469640402"},"themes":[],"htmlText":"？","listText":"？","text":"？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/447970916016896","repostId":"2544286194","repostType":2,"repost":{"id":"2544286194","kind":"news","pubTimestamp":1750375835,"share":"https://ttm.financial/m/news/2544286194?lang=&edition=fundamental","pubTime":"2025-06-20 07:30","market":"us","language":"zh","title":"【苹果】多空因素并存 苹果震荡看待","url":"https://stock-news.laohu8.com/highlight/detail?id=2544286194","media":"国元期货研究","summary":"当前水果市场以应季时令水果为主，终端对苹果按需采购为主，市场到车量低位运行。时令水果冲击下，苹果需求步入淡季，产区出库放缓。加之低库存支撑下，苹果价格明显上涨，出口竞争力有所削弱。苹果出口呈现明显季节性回落态势，预计这一趋势将持续至新季苹果上市。新季方面，西部产区套袋量好于预期，缓解了前期坐果不佳引发的减产担忧，苹果2510合约价格重心下移。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073654339v201x2nzym0t9v1\"/><p>策略观点</p><p>受夏季时令水果冲击，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>消费进入传统淡季，不过本季剩余偏少，供给压力不大，支撑现货价格持稳。新季产量方面，之前西部产区坐果率偏低，引发减产预期。随着套袋工作的推进，实际套袋量好于预期，减产幅度的预期下调。苹果2510合约作为新季合约，受现货端和新季估产双重影响，在现货处于供需双弱，价格持稳的当下。减产程度好于预期，盘面价格重心下移。不过后续仍有天气扰动风险，且现货低库存下，果季后期存偏强预期，下方空间谨慎看待，以震荡走势为主。建议区间7300-7800元/吨。</p><p>一、行情回顾</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073655258v201iieg89kaiea\"/><p>市场<a href=\"https://laohu8.com/S/002200\">交投</a>清淡，剩余库存不多，产区急售心态不强，现货以质论价，整体持稳。基本面多空因素并存，盘面上周小幅走强，整体处于震荡。</p><p>二、苹果基本面分析</p><p>2.1</p><p>现货端供需双弱 价格整体持稳</p><p>截至6月17日,洛川70#半商品均价4.8元/斤，价格较上周环比持平；栖霞80#一二级均价4.2元/斤，较上周环比持平。截至6月17日，广东主要批发市场日均到货量为14车。当前水果市场以应季时令水果为主，终端对苹果按需采购为主，市场到车量低位运行。不过产区库存偏低，供给偏紧，急售心态不强，供需双弱下，现货价格整体持稳。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073700913v201w31vvdlggq0\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073702517v201fmsmrnugeb7\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073708118v201vtsczjy031p\"/><p>2.2</p><p>库存余量不大 淡季出库放缓</p><p>据我的<a href=\"https://laohu8.com/S/000061\">农产品</a>网统计，截至2025年6月18日，主产区冷库库存为116.49万吨，周度去库10.97万吨。时令水果冲击下，苹果需求步入淡季，产区出库放缓。当前剩余库存量处于历史低位，销售压力不大，产区套袋进入尾声，农忙用工紧张，急售心态不强。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073716568v201qvsnmu9mjff\"/><p>2.3</p><p>出口步入季节性淡季</p><p>据海关总署数据显示，截至2025年4月，我国苹果当月出口量为7.26万吨，较3月份环比下滑24.45%，同比小幅下降1.6%。我国苹果出口的传统旺季集中在每年四季度至次年一季度。进入4月后，经过前期持续出库，冷库剩余库存量已明显减少，可供出口的货源相对有限。加之低库存支撑下，苹果价格明显上涨，出口竞争力有所削弱。苹果出口呈现明显季节性回落态势，预计这一趋势将持续至新季苹果上市。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073719404v2015iifah9ueds\"/><p>2.4</p><p>时令水果上量 替代效应显著</p><p>随着消费升级和水果供给日益丰富，居民水果消费呈现明显的多元化趋势，这对传统大宗水果苹果的消费形成了结构性替代。截至6月17日，西瓜批发均价为3.41元/公斤，较上周环比下跌0.27元/公斤。夏季水果逐步上量，价格进入下行通道。夏季气温炎热，时令水果更符合消费者季节性消费习惯，对苹果产生明显的替代效应。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073729927v201r6vtlixz9gu\"/><p>三、行情总结</p><p>夏季水果集中上市的冲击下，苹果消费走弱，但剩余库存偏低支撑现货价格，现货端处于供需双弱阶段。新季方面，西部产区套袋量好于预期，缓解了前期坐果不佳引发的减产担忧，苹果2510合约价格重心下移。不过低库存和潜在天气风险仍对价格下方形成支撑，预计后市将维持震荡走势。建议区间7300-7800元/吨。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073738709v2018dzdju48oz3\"/><p><strong>写作日期：</strong>2025年6月19日</p><p><strong>作者：</strong>柴颖华</p><p>分析师</p><p>期货从业资格号：F3040296</p><p>投资咨询资格号：Z0015079</p><p>联系电话：010-84555291</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250620073743000v201qoziv4jur86\"/><p><strong>业务资格和</strong></p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250620073755a4b36f73&s=b><strong>国元期货研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>策略观点受夏季时令水果冲击，苹果消费进入传统淡季，不过本季剩余偏少，供给压力不大，支撑现货价格持稳。新季产量方面，之前西部产区坐果率偏低，引发减产预期。随着套袋工作的推进，实际套袋量好于预期，减产幅度的预期下调。苹果2510合约作为新季合约，受现货端和新季估产双重影响，在现货处于供需双弱，价格持稳的当下。减产程度好于预期，盘面价格重心下移。不过后续仍有天气扰动风险，且现货低库存下，果季后期存偏强...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250620073755a4b36f73&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4507":"流媒体概念","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc 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