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非一般股民
09-16 20:57
spy go
非一般股民
09-16 20:57
ciusdc
非一般股民
09-16 20:57
chips stock
非一般股民
09-16 20:57
amd up
非一般股民
09-16 20:57
orcale to the moon
非一般股民
09-16 20:56
spacex bye
非一般股民
09-16 20:56
ai drop
非一般股民
09-16 20:56
buy btc
@Crypto加密虎:【🎁有獎話題】Clarity Act闖關失敗!BTC創六月來最大跌幅!或將遭遇加息雙殺?
非一般股民
09-16 20:56
oil
非一般股民
09-16 20:56
ctrip
@財報話你知:【🎁有獎話題】攜程遭反壟斷重罰!淨虧超24億,國際化+AI能否救場?
非一般股民
09-13
bull market
@期貨茄哩虎:【🎁有獎話題】銅期貨再創階段新高!關稅預期掀起搶銅潮,超級銅牛市要來了?
非一般股民
09-13
ipo reject
非一般股民
09-13
sell spacex
@財報話你知:【🎁有獎話題】RKLB Q2財報後股價承壓!木頭姐入場疊加太陽能新技術,能否迎來轉折點?
非一般股民
09-13
tlt
非一般股民
09-13
dcl buy in
@虎港通:【🎁有獎話題】AI數據中心狂鋪電纜,DCL成巨頭押註下一站?有邊些港美概念股抵揀?
非一般股民
09-13
oil ++
非一般股民
09-13
apple
非一般股民
09-13
orcale
非一般股民
09-13
ppi low
@虎港通:【🎁有獎話題】美8月PPI超預期再引股債雙殺,今夜CPI數據能否降溫預期成關鍵,點樣做到攻守兼備?
非一般股民
09-13
amazon
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btc","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/608472863723800","repostId":"608251380580600","repostType":1,"repost":{"id":608251380580600,"gmtCreate":1789542204945,"gmtModify":1789544400206,"author":{"id":"4182991226837512","authorId":"4182991226837512","name":"Crypto加密虎","avatar":"https://community-static.tradeup.com/news/7064a3864f92862baa8d524e4144fab4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182991226837512","authorIdStr":"4182991226837512"},"themes":[],"title":"【🎁有獎話題】Clarity Act闖關失敗!BTC創六月來最大跌幅!或將遭遇加息雙殺?","htmlText":"小虎們,加密虎昨天跟大家聊到了Clarity Act闖關前瞻,但很可惜,這部標誌性的加密法案還是闖關失敗,加密市場大震!隨之而來的可能是聯儲局加息,後市會怎麼走呢? 差10票闖關失敗! 當地時間週二,美國參議院在程序性投票中否決了Clarity Act,49票贊成,50票反對,距離通關所需要的60票門檻仍有較大差距。這也徹底擊碎了幣圈市場自從GENIUS穩定幣法案後,期待已久的政策催化劑,引起了市場劇烈拋售。 根據CoinGlass,最近24小時,<a href=\"https://ttm.financial/S/BTC.USD.CC\">$比特幣(BTC.USD.CC)$</a> 下跌2.53%至7.59萬美元;<a href=\"https://ttm.financial/S/ETH.USD.CC\">$以太坊(ETH.USD.CC)$</a> 跌4.43%至2404美元,兩者均創下今年6月以來的最大單日跌幅。<a href=\"https://ttm.financial/S/SOL.USD.CC\">$Solana(SOL.USD.CC)$</a> 跌近5%,XRP跌超9%,HYPE、ZEC、DOGE、BNB等代幣均有不同程度下跌。 全球共有超11萬人被爆倉,爆倉總金額為6.72億美元。在投票前的最後一小時,隨着期貨市場槓桿多頭頭寸的加速平倉,近3億美元的加密資產看多押注遭到清算。「恐貪指數」上,由貪婪轉變為中性。 加密貨幣概念股方面,<a href=\"https://ttm.financial/S/BK4595\">$比特幣概念(BK4595)$</a> 和<a href=\"https://ttm.financial/S/BK4600\">$加密貨幣概念(BK4600)$</a> 板塊均跌超6%,<a href=\"https://ttm.financial/S/CRCL\">$Cir</a>","listText":"小虎們,加密虎昨天跟大家聊到了Clarity Act闖關前瞻,但很可惜,這部標誌性的加密法案還是闖關失敗,加密市場大震!隨之而來的可能是聯儲局加息,後市會怎麼走呢? 差10票闖關失敗! 當地時間週二,美國參議院在程序性投票中否決了Clarity Act,49票贊成,50票反對,距離通關所需要的60票門檻仍有較大差距。這也徹底擊碎了幣圈市場自從GENIUS穩定幣法案後,期待已久的政策催化劑,引起了市場劇烈拋售。 根據CoinGlass,最近24小時,<a href=\"https://ttm.financial/S/BTC.USD.CC\">$比特幣(BTC.USD.CC)$</a> 下跌2.53%至7.59萬美元;<a href=\"https://ttm.financial/S/ETH.USD.CC\">$以太坊(ETH.USD.CC)$</a> 跌4.43%至2404美元,兩者均創下今年6月以來的最大單日跌幅。<a href=\"https://ttm.financial/S/SOL.USD.CC\">$Solana(SOL.USD.CC)$</a> 跌近5%,XRP跌超9%,HYPE、ZEC、DOGE、BNB等代幣均有不同程度下跌。 全球共有超11萬人被爆倉,爆倉總金額為6.72億美元。在投票前的最後一小時,隨着期貨市場槓桿多頭頭寸的加速平倉,近3億美元的加密資產看多押注遭到清算。「恐貪指數」上,由貪婪轉變為中性。 加密貨幣概念股方面,<a href=\"https://ttm.financial/S/BK4595\">$比特幣概念(BK4595)$</a> 和<a href=\"https://ttm.financial/S/BK4600\">$加密貨幣概念(BK4600)$</a> 板塊均跌超6%,<a href=\"https://ttm.financial/S/CRCL\">$Cir</a>","text":"小虎們,加密虎昨天跟大家聊到了Clarity Act闖關前瞻,但很可惜,這部標誌性的加密法案還是闖關失敗,加密市場大震!隨之而來的可能是聯儲局加息,後市會怎麼走呢? 差10票闖關失敗! 當地時間週二,美國參議院在程序性投票中否決了Clarity Act,49票贊成,50票反對,距離通關所需要的60票門檻仍有較大差距。這也徹底擊碎了幣圈市場自從GENIUS穩定幣法案後,期待已久的政策催化劑,引起了市場劇烈拋售。 根據CoinGlass,最近24小時,$比特幣(BTC.USD.CC)$ 下跌2.53%至7.59萬美元;$以太坊(ETH.USD.CC)$ 跌4.43%至2404美元,兩者均創下今年6月以來的最大單日跌幅。$Solana(SOL.USD.CC)$ 跌近5%,XRP跌超9%,HYPE、ZEC、DOGE、BNB等代幣均有不同程度下跌。 全球共有超11萬人被爆倉,爆倉總金額為6.72億美元。在投票前的最後一小時,隨着期貨市場槓桿多頭頭寸的加速平倉,近3億美元的加密資產看多押注遭到清算。「恐貪指數」上,由貪婪轉變為中性。 加密貨幣概念股方面,$比特幣概念(BK4595)$ 和$加密貨幣概念(BK4600)$ 板塊均跌超6%,$Cir","images":[{"img":"https://community-static.tradeup.com/news/e1303b90b81d5e97e4da547023eb7fd6"},{"img":"https://community-static.tradeup.com/news/4dec89ecfdc830aad29c9ee2b6021418"},{"img":"https://community-static.tradeup.com/news/56510ca7a8470ce539508020ab5910e4"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/608251380580600","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":608456684421136,"gmtCreate":1789563382038,"gmtModify":1789563384821,"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,"idStr":"4149665799884162","authorIdStr":"4149665799884162"},"themes":[],"title":"","htmlText":"oil","listText":"oil","text":"oil","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/608456684421136","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":608472762593624,"gmtCreate":1789563375707,"gmtModify":1789563378574,"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,"idStr":"4149665799884162","authorIdStr":"4149665799884162"},"themes":[],"title":"","htmlText":"ctrip","listText":"ctrip","text":"ctrip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/608472762593624","repostId":"608333664637016","repostType":1,"repost":{"id":608333664637016,"gmtCreate":1789549658760,"gmtModify":1789558200075,"author":{"id":"4136423143289492","authorId":"4136423143289492","name":"財報話你知","avatar":"https://community-static.tradeup.com/news/96f437ff7e7f78c1e24bf0faa8c074dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136423143289492","authorIdStr":"4136423143289492"},"themes":[],"title":"【🎁有獎話題】攜程遭反壟斷重罰!淨虧超24億,國際化+AI能否救場?","htmlText":"小虎們,今年7月,國家市場監督管理總局對<a href=\"https://ttm.financial/S/TCOM\">$攜程網(TCOM)$</a> 濫用市場支配地位實施壟斷行為作出行政處罰,沒收違法所得16.58億元,並處以罰款35.21億元,罰沒款合計51.79億元。這是國內在線旅遊行業反壟斷第一案,是新型壟斷行為首案! 那麼今天我們來看看罰款落地後,攜程的財報與股價表現如何吧~~~ 52億罰單落地:Q2賬面虧24億! 9月15日美股盤後,攜程發布了2026年Q2業績數據: 淨營收按年上升6%至157億元人民幣,主要得益於旅遊需求的韌性。按月下降3%,主要受到高能源價格和地緣政治波動等宏觀不利因素的直接與間接影響; 歸母淨利潤為淨虧損24.58億元,基本每股收益-3.89元,按年由盈轉虧。若剔除這筆罰款影響,當季歸屬母公司股東淨利潤約27億元,非公認會計準則口徑下的稀釋每股收益為7.27元; 營業成本按年上升12%,按月下降5%至32億元; 產品研發費用為38億元,按年上升8%,環比下降7%,主要由於產品研發人員相關費用的變動; 銷售及營銷費用為38億元,按年上升15%,環比上升3%; 一般及行政費用為63億元,按年上升477%,環比上升463%,主要由於52億的反壟斷罰款,如果不考慮該影響,該費用為12億元,按年上升5%,按月上升2%; 截至2026年6月30日,現金及現金等價物、受限制現金、短期投資及持有至到期的定期存款和理財產品餘額為1005億元。 分業務來看: 住宿預訂:營收為66億元,按年上升6%,主要得益於住宿預訂的增長,並部分因國家市場監督管理總局(SAMR)的反壟斷處罰沖減收入所抵消; 交通票務:營收為4億元,按年下降1%,環比下降12%,主要受到高能源價格和地緣政治波動等宏觀不利因素的直接與間接影響; 旅遊度假業務:營收為12億元,按年上升8%,主要得","listText":"小虎們,今年7月,國家市場監督管理總局對<a href=\"https://ttm.financial/S/TCOM\">$攜程網(TCOM)$</a> 濫用市場支配地位實施壟斷行為作出行政處罰,沒收違法所得16.58億元,並處以罰款35.21億元,罰沒款合計51.79億元。這是國內在線旅遊行業反壟斷第一案,是新型壟斷行為首案! 那麼今天我們來看看罰款落地後,攜程的財報與股價表現如何吧~~~ 52億罰單落地:Q2賬面虧24億! 9月15日美股盤後,攜程發布了2026年Q2業績數據: 淨營收按年上升6%至157億元人民幣,主要得益於旅遊需求的韌性。按月下降3%,主要受到高能源價格和地緣政治波動等宏觀不利因素的直接與間接影響; 歸母淨利潤為淨虧損24.58億元,基本每股收益-3.89元,按年由盈轉虧。若剔除這筆罰款影響,當季歸屬母公司股東淨利潤約27億元,非公認會計準則口徑下的稀釋每股收益為7.27元; 營業成本按年上升12%,按月下降5%至32億元; 產品研發費用為38億元,按年上升8%,環比下降7%,主要由於產品研發人員相關費用的變動; 銷售及營銷費用為38億元,按年上升15%,環比上升3%; 一般及行政費用為63億元,按年上升477%,環比上升463%,主要由於52億的反壟斷罰款,如果不考慮該影響,該費用為12億元,按年上升5%,按月上升2%; 截至2026年6月30日,現金及現金等價物、受限制現金、短期投資及持有至到期的定期存款和理財產品餘額為1005億元。 分業務來看: 住宿預訂:營收為66億元,按年上升6%,主要得益於住宿預訂的增長,並部分因國家市場監督管理總局(SAMR)的反壟斷處罰沖減收入所抵消; 交通票務:營收為4億元,按年下降1%,環比下降12%,主要受到高能源價格和地緣政治波動等宏觀不利因素的直接與間接影響; 旅遊度假業務:營收為12億元,按年上升8%,主要得","text":"小虎們,今年7月,國家市場監督管理總局對$攜程網(TCOM)$ 濫用市場支配地位實施壟斷行為作出行政處罰,沒收違法所得16.58億元,並處以罰款35.21億元,罰沒款合計51.79億元。這是國內在線旅遊行業反壟斷第一案,是新型壟斷行為首案! 那麼今天我們來看看罰款落地後,攜程的財報與股價表現如何吧~~~ 52億罰單落地:Q2賬面虧24億! 9月15日美股盤後,攜程發布了2026年Q2業績數據: 淨營收按年上升6%至157億元人民幣,主要得益於旅遊需求的韌性。按月下降3%,主要受到高能源價格和地緣政治波動等宏觀不利因素的直接與間接影響; 歸母淨利潤為淨虧損24.58億元,基本每股收益-3.89元,按年由盈轉虧。若剔除這筆罰款影響,當季歸屬母公司股東淨利潤約27億元,非公認會計準則口徑下的稀釋每股收益為7.27元; 營業成本按年上升12%,按月下降5%至32億元; 產品研發費用為38億元,按年上升8%,環比下降7%,主要由於產品研發人員相關費用的變動; 銷售及營銷費用為38億元,按年上升15%,環比上升3%; 一般及行政費用為63億元,按年上升477%,環比上升463%,主要由於52億的反壟斷罰款,如果不考慮該影響,該費用為12億元,按年上升5%,按月上升2%; 截至2026年6月30日,現金及現金等價物、受限制現金、短期投資及持有至到期的定期存款和理財產品餘額為1005億元。 分業務來看: 住宿預訂:營收為66億元,按年上升6%,主要得益於住宿預訂的增長,並部分因國家市場監督管理總局(SAMR)的反壟斷處罰沖減收入所抵消; 交通票務:營收為4億元,按年下降1%,環比下降12%,主要受到高能源價格和地緣政治波動等宏觀不利因素的直接與間接影響; 旅遊度假業務:營收為12億元,按年上升8%,主要得","images":[{"img":"https://community-static.tradeup.com/news/5369c41b5c43e198c1c4513dce3118e1"},{"img":"https://community-static.tradeup.com/news/243f5eec6539ada7c7520636b45ed5f1"},{"img":"https://community-static.tradeup.com/news/a7171f4f680176f3d157a77e38bc4417"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/608333664637016","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":607383234843000,"gmtCreate":1789305988211,"gmtModify":1789305990878,"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,"idStr":"4149665799884162","authorIdStr":"4149665799884162"},"themes":[],"title":"","htmlText":"bull market","listText":"bull market","text":"bull market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/607383234843000","repostId":"605918054400024","repostType":1,"repost":{"id":605918054400024,"gmtCreate":1788937695740,"gmtModify":1788958200230,"author":{"id":"4151580619366202","authorId":"4151580619366202","name":"期貨茄哩虎","avatar":"https://community-static.tradeup.com/news/863aa604a275b440856f87fa5deadb8c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4151580619366202","authorIdStr":"4151580619366202"},"themes":[],"title":"【🎁有獎話題】銅期貨再創階段新高!關稅預期掀起搶銅潮,超級銅牛市要來了?","htmlText":"Hi小虎們,昨天期貨茄哩虎跟大家聊了美伊衝突持續升級所帶來的油價上升,而隔夜油價逼近100美元!而<a href=\"https://ttm.financial/FUT/HGmain\">$COMEX銅主連 2612(HGmain)$</a> 近期也在不斷走高,關稅與AI浪潮推動下,銅牛市是否徹底爆發呢? 「懸而未決」的關稅成為催化劑! 9月8日,LME銅再創歷史新高,突破14700美元/噸,國內滬銅、國際銅期貨主連期貨合約也分別創下階段性新高110890元/噸、99200元/噸。COMEX銅主連期貨昨日盤中一度升超3%,創下階段新高的6.8730美元。 隔夜美股盤中,<a href=\"https://ttm.financial/S/BK4015\">$銅(BK4015)$</a> 板塊升超5%,<a href=\"https://ttm.financial/S/ERO\">$Ero Copper(ERO)$</a> 升超8%, <a href=\"https://ttm.financial/S/FCX\">$麥克莫蘭銅金(FCX)$</a> 、 <a href=\"https://ttm.financial/S/TGB\">$TREKOR METALS(TGB)$</a>升超5%,<a href=\"https://ttm.financial/S/SCCO\">$南方銅業(SCCO)$</a> 、<a href=\"https://ttm.financial/S/COPR\">$Idaho Copper Corporation(COPR)$</a> 升超4%。ETF方面, <a href=\"https://ttm.financial/S/COPP\">$Sprott Copper Miners ETF(COPP)$</a> COPP升超5%,","listText":"Hi小虎們,昨天期貨茄哩虎跟大家聊了美伊衝突持續升級所帶來的油價上升,而隔夜油價逼近100美元!而<a href=\"https://ttm.financial/FUT/HGmain\">$COMEX銅主連 2612(HGmain)$</a> 近期也在不斷走高,關稅與AI浪潮推動下,銅牛市是否徹底爆發呢? 「懸而未決」的關稅成為催化劑! 9月8日,LME銅再創歷史新高,突破14700美元/噸,國內滬銅、國際銅期貨主連期貨合約也分別創下階段性新高110890元/噸、99200元/噸。COMEX銅主連期貨昨日盤中一度升超3%,創下階段新高的6.8730美元。 隔夜美股盤中,<a href=\"https://ttm.financial/S/BK4015\">$銅(BK4015)$</a> 板塊升超5%,<a href=\"https://ttm.financial/S/ERO\">$Ero Copper(ERO)$</a> 升超8%, <a href=\"https://ttm.financial/S/FCX\">$麥克莫蘭銅金(FCX)$</a> 、 <a href=\"https://ttm.financial/S/TGB\">$TREKOR METALS(TGB)$</a>升超5%,<a href=\"https://ttm.financial/S/SCCO\">$南方銅業(SCCO)$</a> 、<a href=\"https://ttm.financial/S/COPR\">$Idaho Copper Corporation(COPR)$</a> 升超4%。ETF方面, <a href=\"https://ttm.financial/S/COPP\">$Sprott Copper Miners ETF(COPP)$</a> COPP升超5%,","text":"Hi小虎們,昨天期貨茄哩虎跟大家聊了美伊衝突持續升級所帶來的油價上升,而隔夜油價逼近100美元!而$COMEX銅主連 2612(HGmain)$ 近期也在不斷走高,關稅與AI浪潮推動下,銅牛市是否徹底爆發呢? 「懸而未決」的關稅成為催化劑! 9月8日,LME銅再創歷史新高,突破14700美元/噸,國內滬銅、國際銅期貨主連期貨合約也分別創下階段性新高110890元/噸、99200元/噸。COMEX銅主連期貨昨日盤中一度升超3%,創下階段新高的6.8730美元。 隔夜美股盤中,$銅(BK4015)$ 板塊升超5%,$Ero Copper(ERO)$ 升超8%, $麥克莫蘭銅金(FCX)$ 、 $TREKOR METALS(TGB)$升超5%,$南方銅業(SCCO)$ 、$Idaho Copper Corporation(COPR)$ 升超4%。ETF方面, $Sprott Copper Miners ETF(COPP)$ COPP升超5%,","images":[{"img":"https://community-static.tradeup.com/news/5ee6a99671599e7b4a837d5fc8a05f89"},{"img":"https://community-static.tradeup.com/news/5c61223c644b4574005a58708b32c16f"},{"img":"https://community-static.tradeup.com/news/cfeb5623e4a06d3ae2e5c31f0f69d656"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605918054400024","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":607383145881832,"gmtCreate":1789305965906,"gmtModify":1789305968689,"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,"idStr":"4149665799884162","authorIdStr":"4149665799884162"},"themes":[],"title":"","htmlText":"ipo reject","listText":"ipo reject","text":"ipo reject","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/607383145881832","isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":607382940042384,"gmtCreate":1789305942646,"gmtModify":1789305945362,"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,"idStr":"4149665799884162","authorIdStr":"4149665799884162"},"themes":[],"title":"","htmlText":"sell spacex","listText":"sell spacex","text":"sell spacex","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/607382940042384","repostId":"605852566462608","repostType":1,"repost":{"id":605852566462608,"gmtCreate":1788944003609,"gmtModify":1788949800349,"author":{"id":"4136423143289492","authorId":"4136423143289492","name":"財報話你知","avatar":"https://community-static.tradeup.com/news/96f437ff7e7f78c1e24bf0faa8c074dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136423143289492","authorIdStr":"4136423143289492"},"themes":[],"title":"【🎁有獎話題】RKLB Q2財報後股價承壓!木頭姐入場疊加太陽能新技術,能否迎來轉折點?","htmlText":"小虎們,隔夜美股三大指數收跌,但<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> 逆勢上升,總市值重回2萬億美元,而在商業航天領域,許多公司都將SpaceX視為競爭對手,其中<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> 就是其中之一,在Q2財報表現不及預期後,木頭姐入場疊加新太陽能技術能否成為頹勢轉折點呢? Q2業績好壞參半!Q3盈利預測遜於預期! 根據最新財報, <a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a>Q2營收按年增長62%至2.34億美元,略高於分析師預期的2.32億美元;淨虧損按年收窄26%至4930萬美元;攤薄後每股虧損8美分,高於分析師普遍預期(每股虧損6美分);調整後EBITDA虧損為0.09億美元,明顯改善。 毛利潤按年增長82%至0.85億美元,GAAP下毛利率為36.1%,Non-GAAP下為41.5%,均明顯提升。 截至季度末,積壓訂單額創歷史新高,達23.6億美元,按年增長137%。同時,Electron、HASTE 和Neutron運載火箭獲得了超過4.37億美元的新發射合同,加上季度後的簽約,火箭實驗室的總髮射積壓量達到了歷史最高水平,超過90次發射。 值得一提的是,太空系統業務貢獻了81%的總營收,也就是說Rocket Lab目前已經不再只是單純的「火箭發射公司」,衛星平臺、航天器組件、太陽能電池、衛星系統等業務正在成為主要收入來源。 圖源:RKLB財報 業績展望方面,Rocket Lab預計2026年Q3營收在2.5億至2.65億美元之間;GAAP毛利率在29%至31%之間;非GAA","listText":"小虎們,隔夜美股三大指數收跌,但<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> 逆勢上升,總市值重回2萬億美元,而在商業航天領域,許多公司都將SpaceX視為競爭對手,其中<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> 就是其中之一,在Q2財報表現不及預期後,木頭姐入場疊加新太陽能技術能否成為頹勢轉折點呢? Q2業績好壞參半!Q3盈利預測遜於預期! 根據最新財報, <a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a>Q2營收按年增長62%至2.34億美元,略高於分析師預期的2.32億美元;淨虧損按年收窄26%至4930萬美元;攤薄後每股虧損8美分,高於分析師普遍預期(每股虧損6美分);調整後EBITDA虧損為0.09億美元,明顯改善。 毛利潤按年增長82%至0.85億美元,GAAP下毛利率為36.1%,Non-GAAP下為41.5%,均明顯提升。 截至季度末,積壓訂單額創歷史新高,達23.6億美元,按年增長137%。同時,Electron、HASTE 和Neutron運載火箭獲得了超過4.37億美元的新發射合同,加上季度後的簽約,火箭實驗室的總髮射積壓量達到了歷史最高水平,超過90次發射。 值得一提的是,太空系統業務貢獻了81%的總營收,也就是說Rocket Lab目前已經不再只是單純的「火箭發射公司」,衛星平臺、航天器組件、太陽能電池、衛星系統等業務正在成為主要收入來源。 圖源:RKLB財報 業績展望方面,Rocket Lab預計2026年Q3營收在2.5億至2.65億美元之間;GAAP毛利率在29%至31%之間;非GAA","text":"小虎們,隔夜美股三大指數收跌,但$SpaceX(SPCX)$ 逆勢上升,總市值重回2萬億美元,而在商業航天領域,許多公司都將SpaceX視為競爭對手,其中$Rocket Lab USA, Inc.(RKLB)$ 就是其中之一,在Q2財報表現不及預期後,木頭姐入場疊加新太陽能技術能否成為頹勢轉折點呢? Q2業績好壞參半!Q3盈利預測遜於預期! 根據最新財報, $Rocket Lab USA, Inc.(RKLB)$Q2營收按年增長62%至2.34億美元,略高於分析師預期的2.32億美元;淨虧損按年收窄26%至4930萬美元;攤薄後每股虧損8美分,高於分析師普遍預期(每股虧損6美分);調整後EBITDA虧損為0.09億美元,明顯改善。 毛利潤按年增長82%至0.85億美元,GAAP下毛利率為36.1%,Non-GAAP下為41.5%,均明顯提升。 截至季度末,積壓訂單額創歷史新高,達23.6億美元,按年增長137%。同時,Electron、HASTE 和Neutron運載火箭獲得了超過4.37億美元的新發射合同,加上季度後的簽約,火箭實驗室的總髮射積壓量達到了歷史最高水平,超過90次發射。 值得一提的是,太空系統業務貢獻了81%的總營收,也就是說Rocket Lab目前已經不再只是單純的「火箭發射公司」,衛星平臺、航天器組件、太陽能電池、衛星系統等業務正在成為主要收入來源。 圖源:RKLB財報 業績展望方面,Rocket Lab預計2026年Q3營收在2.5億至2.65億美元之間;GAAP毛利率在29%至31%之間;非GAA","images":[{"img":"https://community-static.tradeup.com/news/05b48bba027ca0041dee2507adea1698"},{"img":"https://community-static.tradeup.com/news/9381f45e04b4806a2f3c509609607ccb"},{"img":"https://community-static.tradeup.com/news/859a70e776948cdeeb207aaa80f79610"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605852566462608","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":607383366485320,"gmtCreate":1789305932435,"gmtModify":1789305934660,"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,"idStr":"4149665799884162","authorIdStr":"4149665799884162"},"themes":[],"title":"","htmlText":"tlt","listText":"tlt","text":"tlt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/607383366485320","isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":607382973149392,"gmtCreate":1789305922992,"gmtModify":1789305925694,"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,"idStr":"4149665799884162","authorIdStr":"4149665799884162"},"themes":[],"title":"","htmlText":"dcl buy in","listText":"dcl buy in","text":"dcl buy in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/607382973149392","repostId":"606142881632384","repostType":1,"repost":{"id":606142881632384,"gmtCreate":1789014800755,"gmtModify":1789020600159,"author":{"id":"4134821074118532","authorId":"4134821074118532","name":"虎港通","avatar":"https://community-static.tradeup.com/news/6ace760ebb226aa228910fadd6516856","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4134821074118532","authorIdStr":"4134821074118532"},"themes":[],"title":"【🎁有獎話題】AI數據中心狂鋪電纜,DCL成巨頭押註下一站?有邊些港美概念股抵揀?","htmlText":"小虎們,當市場的目光還緊盯著GPU的迭代與存儲短缺時,一場由「算力」驅動的「傳輸」革命,已經在悄然爆發![Cool] 本週二, <a href=\"https://ttm.financial/S/GLW\">$康寧(GLW)$</a> 與 <a href=\"https://ttm.financial/S/VZ\">$Verizon Comms(VZ)$</a> 簽署了一項價值數十億美元的長期協議,2027年至2032年間,康寧將向Verizon供應超過8000萬英里的高密度光纖,產品同時覆蓋家庭寬帶與AI數據中心骨幹網兩大場景。消息落地後,康寧股價盤初上漲5%![Call] 與此同時, <a href=\"https://ttm.financial/S/06869\">$長飛光纖光纜(06869)$</a> 在2026年中國光博會上展示了其反諧振空芯光纖,憑藉最低0.04dB/km的衰減、單根超91公里的連續長度以及累計超萬芯公里的商用交付規模,成為全場焦點![666] 東吳證券指出,DCI(數據中心互聯)為AI算力建設的後週期需求,當多個數據中心需要實現跨園區、跨區域乃至跨洲互聯時,遠距離互聯的需求正逐步釋放![Allin] 那麼,DCI究竟是什麼概念?為什麼它會成為2026年最具確定性的投資主線之一?港美股又有哪些核心玩家值得關注?[YoYo] 一、DCI究竟是什麼?為什麼現在迎來超級週期? 數據中心互聯(Data Center Interconnect,DCI) 是一種跨數據中心實現網絡互聯互通的網絡解決方案,主要用於滿足不同地理位置數據中心之間的數據交換、災備冗餘和內容分發需求。 如果把單個數據中心比喻為一座「超級大腦」(裡面裝滿了GPU和服務器),那麼DCI就是連接這些大腦的「神經網絡」或「高速鐵路」,讓物理上分離的數據中心能夠像一個巨大的統一資源池一樣協同運作。 DCI迎","listText":"小虎們,當市場的目光還緊盯著GPU的迭代與存儲短缺時,一場由「算力」驅動的「傳輸」革命,已經在悄然爆發![Cool] 本週二, <a href=\"https://ttm.financial/S/GLW\">$康寧(GLW)$</a> 與 <a href=\"https://ttm.financial/S/VZ\">$Verizon Comms(VZ)$</a> 簽署了一項價值數十億美元的長期協議,2027年至2032年間,康寧將向Verizon供應超過8000萬英里的高密度光纖,產品同時覆蓋家庭寬帶與AI數據中心骨幹網兩大場景。消息落地後,康寧股價盤初上漲5%![Call] 與此同時, <a href=\"https://ttm.financial/S/06869\">$長飛光纖光纜(06869)$</a> 在2026年中國光博會上展示了其反諧振空芯光纖,憑藉最低0.04dB/km的衰減、單根超91公里的連續長度以及累計超萬芯公里的商用交付規模,成為全場焦點![666] 東吳證券指出,DCI(數據中心互聯)為AI算力建設的後週期需求,當多個數據中心需要實現跨園區、跨區域乃至跨洲互聯時,遠距離互聯的需求正逐步釋放![Allin] 那麼,DCI究竟是什麼概念?為什麼它會成為2026年最具確定性的投資主線之一?港美股又有哪些核心玩家值得關注?[YoYo] 一、DCI究竟是什麼?為什麼現在迎來超級週期? 數據中心互聯(Data Center Interconnect,DCI) 是一種跨數據中心實現網絡互聯互通的網絡解決方案,主要用於滿足不同地理位置數據中心之間的數據交換、災備冗餘和內容分發需求。 如果把單個數據中心比喻為一座「超級大腦」(裡面裝滿了GPU和服務器),那麼DCI就是連接這些大腦的「神經網絡」或「高速鐵路」,讓物理上分離的數據中心能夠像一個巨大的統一資源池一樣協同運作。 DCI迎","text":"小虎們,當市場的目光還緊盯著GPU的迭代與存儲短缺時,一場由「算力」驅動的「傳輸」革命,已經在悄然爆發![Cool] 本週二, $康寧(GLW)$ 與 $Verizon Comms(VZ)$ 簽署了一項價值數十億美元的長期協議,2027年至2032年間,康寧將向Verizon供應超過8000萬英里的高密度光纖,產品同時覆蓋家庭寬帶與AI數據中心骨幹網兩大場景。消息落地後,康寧股價盤初上漲5%![Call] 與此同時, $長飛光纖光纜(06869)$ 在2026年中國光博會上展示了其反諧振空芯光纖,憑藉最低0.04dB/km的衰減、單根超91公里的連續長度以及累計超萬芯公里的商用交付規模,成為全場焦點![666] 東吳證券指出,DCI(數據中心互聯)為AI算力建設的後週期需求,當多個數據中心需要實現跨園區、跨區域乃至跨洲互聯時,遠距離互聯的需求正逐步釋放![Allin] 那麼,DCI究竟是什麼概念?為什麼它會成為2026年最具確定性的投資主線之一?港美股又有哪些核心玩家值得關注?[YoYo] 一、DCI究竟是什麼?為什麼現在迎來超級週期? 數據中心互聯(Data Center Interconnect,DCI) 是一種跨數據中心實現網絡互聯互通的網絡解決方案,主要用於滿足不同地理位置數據中心之間的數據交換、災備冗餘和內容分發需求。 如果把單個數據中心比喻為一座「超級大腦」(裡面裝滿了GPU和服務器),那麼DCI就是連接這些大腦的「神經網絡」或「高速鐵路」,讓物理上分離的數據中心能夠像一個巨大的統一資源池一樣協同運作。 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low","listText":"ppi low","text":"ppi low","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/607382964773992","repostId":"606461928968336","repostType":1,"repost":{"id":606461928968336,"gmtCreate":1789092773752,"gmtModify":1789097400105,"author":{"id":"4134821074118532","authorId":"4134821074118532","name":"虎港通","avatar":"https://community-static.tradeup.com/news/6ace760ebb226aa228910fadd6516856","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4134821074118532","authorIdStr":"4134821074118532"},"themes":[],"title":"【🎁有獎話題】美8月PPI超預期再引股債雙殺,今夜CPI數據能否降溫預期成關鍵,點樣做到攻守兼備?","htmlText":"小虎們,美東時間9月10日,全球金融市場再度經歷了一場「驚魂夜」![Cool] 美國8月PPI同比暴漲5.4%,遠超市場預期的5.3%,疊加中東局勢升級推動布倫特原油突破100美元大關,美股三大指數集體收跌, <a href=\"https://ttm.financial/S/.DJI\">$道瓊斯(.DJI)$</a> 跌0.6%, <a href=\"https://ttm.financial/S/.IXIC\">$納斯達克(.IXIC)$</a> 跌0.65%, <a href=\"https://ttm.financial/S/.SPX\">$標普500(.SPX)$</a> 跌0.58%,為連續第四個交易日下跌![Put] 更令市場緊張的是, <a href=\"https://ttm.financial/S/US30Y.BOND\">$美國30年期國債收益率(US30Y.BOND)$</a> 飆升至5.35%,創下2007年6月以來近19年新高; <a href=\"https://ttm.financial/S/US10Y.BOND\">$美國10年期國債收益率(US10Y.BOND)$</a> 收益率同步升至4.93%,為2023年11月以來最高水平。CME「聯儲局觀察」顯示,聯儲局9月加息概率已從數據公佈前的60.2%飆升至71.3%![Facepalm] 而9月是否會加息,核心的關鍵在於今夜的CPI數據能否降溫預期!那麼作為投資者我們該如何在波動中做到攻守兼備?[YoYo] 一、美股全線殺跌的三大核心原因 🔸 原因一:PPI超預期,通脹「幽靈」再度歸來 美國勞工統計局數據顯示,8月PPI同比上漲5.4%,高於市場預期的5.3%,較前值4.7%明顯提速;環比上漲0.4%,符合預期。核心PPI同比上漲4.6%,同樣高於前值4.2%。 PPI作為衡量生產端價格壓力的先行指標,其同","listText":"小虎們,美東時間9月10日,全球金融市場再度經歷了一場「驚魂夜」![Cool] 美國8月PPI同比暴漲5.4%,遠超市場預期的5.3%,疊加中東局勢升級推動布倫特原油突破100美元大關,美股三大指數集體收跌, <a href=\"https://ttm.financial/S/.DJI\">$道瓊斯(.DJI)$</a> 跌0.6%, <a href=\"https://ttm.financial/S/.IXIC\">$納斯達克(.IXIC)$</a> 跌0.65%, <a href=\"https://ttm.financial/S/.SPX\">$標普500(.SPX)$</a> 跌0.58%,為連續第四個交易日下跌![Put] 更令市場緊張的是, <a href=\"https://ttm.financial/S/US30Y.BOND\">$美國30年期國債收益率(US30Y.BOND)$</a> 飆升至5.35%,創下2007年6月以來近19年新高; <a href=\"https://ttm.financial/S/US10Y.BOND\">$美國10年期國債收益率(US10Y.BOND)$</a> 收益率同步升至4.93%,為2023年11月以來最高水平。CME「聯儲局觀察」顯示,聯儲局9月加息概率已從數據公佈前的60.2%飆升至71.3%![Facepalm] 而9月是否會加息,核心的關鍵在於今夜的CPI數據能否降溫預期!那麼作為投資者我們該如何在波動中做到攻守兼備?[YoYo] 一、美股全線殺跌的三大核心原因 🔸 原因一:PPI超預期,通脹「幽靈」再度歸來 美國勞工統計局數據顯示,8月PPI同比上漲5.4%,高於市場預期的5.3%,較前值4.7%明顯提速;環比上漲0.4%,符合預期。核心PPI同比上漲4.6%,同樣高於前值4.2%。 PPI作為衡量生產端價格壓力的先行指標,其同","text":"小虎們,美東時間9月10日,全球金融市場再度經歷了一場「驚魂夜」![Cool] 美國8月PPI同比暴漲5.4%,遠超市場預期的5.3%,疊加中東局勢升級推動布倫特原油突破100美元大關,美股三大指數集體收跌, $道瓊斯(.DJI)$ 跌0.6%, $納斯達克(.IXIC)$ 跌0.65%, $標普500(.SPX)$ 跌0.58%,為連續第四個交易日下跌![Put] 更令市場緊張的是, $美國30年期國債收益率(US30Y.BOND)$ 飆升至5.35%,創下2007年6月以來近19年新高; $美國10年期國債收益率(US10Y.BOND)$ 收益率同步升至4.93%,為2023年11月以來最高水平。CME「聯儲局觀察」顯示,聯儲局9月加息概率已從數據公佈前的60.2%飆升至71.3%![Facepalm] 而9月是否會加息,核心的關鍵在於今夜的CPI數據能否降溫預期!那麼作為投資者我們該如何在波動中做到攻守兼備?[YoYo] 一、美股全線殺跌的三大核心原因 🔸 原因一:PPI超預期,通脹「幽靈」再度歸來 美國勞工統計局數據顯示,8月PPI同比上漲5.4%,高於市場預期的5.3%,較前值4.7%明顯提速;環比上漲0.4%,符合預期。核心PPI同比上漲4.6%,同樣高於前值4.2%。 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