{"code":20000,"message":"OK","data":{"next_cursor":"eyJTbG90T2Zmc2V0Ijo1LCJUb3RhbENvdW50IjozMywiQXJ0aWNsZUxlIjoxNzc3NTQ4MTA5fQ==","is_inhouse":false,"item_count":33,"items":[{"resource_type":"article","resource_owner":"inhouse","resource":{"author":{"avatar":"https://wpimg-wscn.awtmt.com/da78b695-955a-450a-b021-a8cd85b013a3","display_name":"李佳","id":120000004873,"uri":"https://wallstreetcn.com/authors/120000004873"},"categories":[{"property_key":"global","property_name":""},{"property_key":"commodities","property_name":""}],"content_args":[],"content_short":"OPEC+预计在周日会议上同意6月增产18.8万桶/日，延续此前既定的产量恢复进程，尽管霍尔木兹海峡遭封锁使这一增量无法实现。阿联酋近期退出OPEC+，市场担忧其不再受配额约束、可能自由扩产引发价格战。俄罗斯副总理Novak驳斥了这一担忧，称当前市场本就供不应求。但分析师警告，一旦海峡重开，退出后的阿联酋将自由扩产，对中期油价构成下行压力。","display_time":1777565235,"hang_down":{},"id":3771417,"image":{"uri":"https://wpimg-wscn.awtmt.com/e7d34453-5b80-45c0-bbec-b728549f5d6e.png","height":528,"width":792,"size":566570},"is_in_vip_privilege":false,"is_istio_api":true,"is_paid":false,"is_priced":false,"is_trial":false,"layout":"wscn-layout","limited_time":0,"related_themes":null,"source_name":"","source_uri":"","subtitle":"","title":"阿联酋退出后OPEC+首次“发声”：6月或将象征性增产18.8 万桶/日","uri":"https://wallstreetcn.com/articles/3771417","vip_type":""}},{"resource_type":"article","resource_owner":"inhouse","resource":{"author":{"avatar":"https://wpimg-wscn.awtmt.com/da78b695-955a-450a-b021-a8cd85b013a3","display_name":"李佳","id":120000004873,"uri":"https://wallstreetcn.com/authors/120000004873"},"categories":[{"property_key":"global","property_name":""},{"property_key":"technology","property_name":""}],"content_args":[{"class":" wscnph","height":"628","placeholder":"\u003c!--image#0--\u003e","src":"https://wpimg-wscn.awtmt.com/4e407fe4-9124-4df6-b20b-7344401b8d9f.png","type":"image","width":"1008"},{"class":" wscnph","height":"495","placeholder":"\u003c!--image#1--\u003e","src":"https://wpimg-wscn.awtmt.com/30701e9c-92e2-4830-bda9-7f38037d6f4b.png","type":"image","width":"1207"},{"class":" wscnph","height":"580","placeholder":"\u003c!--image#2--\u003e","src":"https://wpimg-wscn.awtmt.com/7fa1e1f4-b92d-45cd-9f6e-abf6938cf72f.png","type":"image","width":"1026"},{"class":" wscnph","height":"533","placeholder":"\u003c!--image#3--\u003e","src":"https://wpimg-wscn.awtmt.com/d44851a9-5347-493b-bdb2-f16934d4deb0.png","type":"image","width":"1207"}],"content_short":"国联民生证券认为，商业航天正处基础设施革命临界点，价值核心不在火箭发射而在卫星服务。SpaceX以“三阶导”模型布局：发射为现金流基石，星链为利润“印钞机”，太空算力为远期期权。投资主线优选“SpaceX合作+服务环节高上限”组合。","display_time":1777565217,"hang_down":{},"id":3771374,"image":{"uri":"https://wpimg-wscn.awtmt.com/e9a7279e-a111-4109-9306-834a4c97b32c.png","height":442,"width":792,"size":494018},"is_in_vip_privilege":false,"is_istio_api":true,"is_paid":false,"is_priced":false,"is_trial":false,"layout":"wscn-layout","limited_time":0,"related_themes":null,"source_name":"","source_uri":"","subtitle":"","title":"从SpaceX“三阶导”，看商业航天真正的“印钞机”","uri":"https://wallstreetcn.com/articles/3771374","vip_type":""}},{"resource_type":"article","resource_owner":"inhouse","resource":{"author":{"avatar":"https://wpimg-wscn.awtmt.com/af8a4f31-63d8-420c-b295-6df67f098944","display_name":"卜淑情","id":120000004518,"uri":"https://wallstreetcn.com/authors/120000004518"},"categories":[{"property_key":"global","property_name":""},{"property_key":"internal","property_name":""},{"property_key":"forex","property_name":""}],"content_args":[{"class":"wscnph","height":"876","placeholder":"\u003c!--image#0--\u003e","size":"78057","src":"https://wpimg-wscn.awtmt.com/7c030953-5d2f-4feb-9439-92f9a8cf0f8d.png","type":"image","width":"1784"}],"content_short":"触发时点为日元汇率跌穿160关口。此前，日元4月30日一度贬至160.72，创2024年7月以来最低水平。消息发出后，日元盘中一度升至155.57兑1美元，为2月底以来最强水平。","display_time":1777562798,"hang_down":{},"id":3771416,"image":{"uri":"https://wpimg-wscn.awtmt.com/4f019801-ca6d-47a7-b174-26306e7afdca.jpeg","height":594,"width":792,"size":243846},"is_in_vip_privilege":false,"is_istio_api":true,"is_paid":false,"is_priced":false,"is_trial":false,"layout":"wscn-layout","limited_time":0,"related_themes":[{"id":1005683,"title":"突发要闻-Breaking News","image_uri":"https://wpimg.wallstcn.com/308ec6bc-c808-4b0e-8b83-4c4271ca170e.jpg","uri":"https://wallstreetcn.com/themes/1005683","key":"quanqiuyaowen"}],"source_name":"卜淑情、杨宸","source_uri":"","subtitle":"","title":"报道：日本政府与央行已干预外汇市场，实施日元买入操作","uri":"https://wallstreetcn.com/articles/3771416","vip_type":""}},{"resource_type":"article","resource_owner":"inhouse","resource":{"author":{"avatar":"https://wpimg-wscn.awtmt.com/da78b695-955a-450a-b021-a8cd85b013a3","display_name":"李佳","id":120000004873,"uri":"https://wallstreetcn.com/authors/120000004873"},"categories":[{"property_key":"global","property_name":""},{"property_key":"technology","property_name":""},{"property_key":"electronic","property_name":""}],"content_args":[],"content_short":"高通正与一家超大规模云厂商合作开发定制芯片，首批出货预计于今年12月启动。公司正在开发CPU、推理加速器及定制ASIC三类芯片。在苹果、三星加速自研芯片导致消费电子业务承压的背景下，数据中心成为高通寻求新增长的关键方向。","display_time":1777561208,"hang_down":{},"id":3771396,"image":{"uri":"https://wpimg-wscn.awtmt.com/f0e07fa4-fb87-4901-b15d-4cd532507f13.png","height":528,"width":792,"size":580614},"is_in_vip_privilege":false,"is_istio_api":true,"is_paid":false,"is_priced":false,"is_trial":false,"layout":"wscn-layout","limited_time":0,"related_themes":null,"source_name":"","source_uri":"","subtitle":"","title":"高通杀入AI数据中心，将向超大客户供货定制芯片，挑战英伟达霸主地位","uri":"https://wallstreetcn.com/articles/3771396","vip_type":""}},{"resource_type":"article","resource_owner":"inhouse","resource":{"author":{"avatar":"https://wpimg-wscn.awtmt.com/da78b695-955a-450a-b021-a8cd85b013a3","display_name":"李佳","id":120000004873,"uri":"https://wallstreetcn.com/authors/120000004873"},"categories":[{"property_key":"global","property_name":""},{"property_key":"internal","property_name":""}],"content_args":[],"content_short":"王毅表示，元首外交始终是中美关系的“定盘星”。在习近平主席和特朗普总统战略引领下，中美关系总体保持了稳定。这符合两国人民根本利益，也符合国际社会普遍期待。双方要维护好来之不易的稳定局面，筹备好重要高层互动议程，扩大合作面、管控分歧点，探索构建具有战略性、建设性、稳定性的中美关系，实现相互尊重、和平共处、合作共赢。王毅强调，台湾问题事关中国的核心利益，是中美关系的最大风险点。美方应信守承诺，作出正确抉择，为中美合作打开新的空间，为世界和平作出应尽努力。","display_time":1777561099,"hang_down":{},"id":3771423,"image":{"uri":"https://wpimg-wscn.awtmt.com/1d5108b1-93e4-4cd5-9533-2138ae3c3c6c.png","height":528,"width":792,"size":607962},"is_in_vip_privilege":false,"is_istio_api":true,"is_paid":false,"is_priced":false,"is_trial":false,"layout":"wscn-layout","limited_time":0,"related_themes":null,"source_name":"新华社","source_uri":"","subtitle":"","title":"王毅同美国国务卿鲁比奥通电话","uri":"https://wallstreetcn.com/articles/3771423","vip_type":""}},{"resource_type":"theme","resource_owner":"","resource":{"contents":[{"resource":{"content_short":"美国中央司令部已提出申请，计划将“暗鹰”高超音速导弹部署至中东地区。若申请获批，这将是美国首次在实战中部署高超音速导弹，或将用于打击伊朗腹地的弹道导弹发射装置。消息后，布伦特原油6月期货涨至122美元上方，创下伊朗战争以来新高。而冲突即将进入第60天，届时总统继续动武就要获得国会授权。","id":3771344,"image":{"uri":"https://wpimg-wscn.awtmt.com/5d75efe3-0625-48c4-aba1-a727a75e3991.png","height":527,"width":790,"size":737136},"images":[{"uri":"https://wpimg-wscn.awtmt.com/e520c538-4ce4-4c1e-8508-9babb3bc8972.jpeg","height":773,"width":1000,"size":284410}],"title":"美军拟以“高超音速导弹”打击伊朗，周四将向特朗普汇报新“打击计划”","uri":"https://wallstreetcn.com/articles/3771344"},"resource_type":"article"},{"resource":{"content_short":"霍尔木兹僵局正从短期冲击演变为持久重定价。特朗普宣称封锁\"比轰炸更有效\"并拒绝伊朗三阶段谈判方案，布伦特原油连涨八日逼近122美元创两年新高，30年期美债收益率突破5%，美国汽油价格升至战争以来最高。市场已不再押注海峡突然重开，而是将\"数月封锁\"计入价格，伊朗议长称油价的下一步是140美元。","id":3771322,"image":{"uri":"https://wpimg-wscn.awtmt.com/a6be864f-eb50-46b7-a153-451cca9faa75.png","height":528,"width":792,"size":535172},"images":[{"uri":"https://wpimg-wscn.awtmt.com/a6be864f-eb50-46b7-a153-451cca9faa75.png","height":528,"width":792,"size":535172}],"title":"特朗普坚持“封锁”，布油“八连涨”站上120美元，伊朗议长嘲讽 “下一步140美元”","uri":"https://wallstreetcn.com/articles/3771322"},"resource_type":"article"},{"resource":{"content_short":"据美媒，特朗普称封锁“某种程度上比轰炸更有效”；美军已制定对伊朗发动“短暂而有力”打击的方案，以期打破僵局。原油盘中涨超7%。特朗普在社媒敦促伊朗“尽快做出明智决定”。据伊媒，伊官员称，伊军方迄今展示的克制旨在为外交斡旋留出空间，给特朗普机会，若伊方条件遭到拒绝，“敌人很快就会面临另一种截然不同的回应。”","id":3771301,"image":{"uri":"https://wpimg-wscn.awtmt.com/d2efbc30-b85f-488b-98e6-0b391f260d40.jpeg","height":579,"width":1024,"size":61983},"images":[{"uri":"https://wpimg-wscn.awtmt.com/content_default_4.jpg","height":1416,"width":2125,"size":1438897}],"title":"特朗普拒绝伊朗提议，称海上封锁将持续到达成核协议，伊警告“前所未有”军事行动回应","uri":"https://wallstreetcn.com/articles/3771301"},"resource_type":"article"},{"resource":{"content_short":"美国对伊朗实施海上封锁已两周，但特朗普关于油井“爆炸式崩溃”的判断缺乏工程依据。伊朗储油能力仍有12–22天缓冲，且可通过渐进减产、轮停等方式避免油井永久损害。历史经验显示，其产能恢复能力较强，封锁解除后或迅速回升至70%以上。","id":3771287,"image":{"uri":"https://wpimg-wscn.awtmt.com/65dcd5db-c049-4d8f-9bf5-61f805cd674e.png","height":781,"width":1024,"size":1928563},"images":[{"uri":"https://wpimg-wscn.awtmt.com/00af1093-c023-463b-99dc-c25fed7bc9d3.png","height":1024,"width":1024,"size":2521549}],"title":" 伊朗石油工业三天内崩溃？这一次，特朗普错了","uri":"https://wallstreetcn.com/articles/3771287"},"resource_type":"article"},{"resource":{"content_short":"布伦特原油连续第七个交易日上涨，逼近115美元/桶的伊朗战争高点，市场对霍尔木兹海峡长期封锁的担忧持续升温。","id":3771286,"image":{"uri":"https://wpimg-wscn.awtmt.com/0e63d51f-d3b3-4dfc-a621-735b7430faec.png","height":572,"width":1024,"size":1365728},"images":[{"uri":"https://wpimg-wscn.awtmt.com/0e63d51f-d3b3-4dfc-a621-735b7430faec.png","height":572,"width":1024,"size":1365728}],"title":"特朗普“无限期封”威胁后，布油重回108美元，悄然逼近冲突高点","uri":"https://wallstreetcn.com/articles/3771286"},"resource_type":"article"}],"id":1008388,"image_uri":"https://wpimg-wscn.awtmt.com/b0842ee8-a3e4-4b3e-9a6b-b38818c76529.jpg","is_priced":false,"most_recent_content_time":1777532265,"title":"牵动全球市场的关键问题：伊朗危机走向何方？","uri":"https://wallstreetcn.com/themes/1008388"}},{"resource_type":"live","resource_owner":"inhouse","resource":{"article":null,"ban_comment":false,"channels":["global-channel","forex-channel","goldc-channel","oil-channel","us-stock-channel","hk-stock-channel"],"content":"\u003cp\u003e据新华社，中共中央政治局委员、外交部长王毅4月30日同美国国务卿鲁比奥通电话。\u003c/p\u003e\n\n\u003cp\u003e王毅表示，元首外交始终是中美关系的“定盘星”。在习近平主席和特朗普总统战略引领下，中美关系总体保持了稳定。这符合两国人民根本利益，也符合国际社会普遍期待。双方要维护好来之不易的稳定局面，筹备好重要高层互动议程，扩大合作面、管控分歧点，探索构建具有战略性、建设性、稳定性的中美关系，实现相互尊重、和平共处、合作共赢。\u003c/p\u003e\n","content_more":"\u003cp\u003e王毅强调，台湾问题事关中国的核心利益，是中美关系的最大风险点。美方应信守承诺，作出正确抉择，为中美合作打开新的空间，为世界和平作出应尽努力。\u003c/p\u003e\n\n\u003cp\u003e鲁比奥表示，美中关系是世界上最重要的双边关系，元首外交是美中关系的核心。双方要保持沟通协调，相互尊重、妥处分歧，为美中高层互动积累成果，寻求美中关系的战略稳定。\u003c/p\u003e\n\n\u003cp\u003e双方还就中东局势等交换了意见。\u003c/p\u003e\n","content_text":"据新华社，中共中央政治局委员、外交部长王毅4月30日同美国国务卿鲁比奥通电话。\n\n王毅表示，元首外交始终是中美关系的“定盘星”。在习近平主席和特朗普总统战略引领下，中美关系总体保持了稳定。这符合两国人民根本利益，也符合国际社会普遍期待。双方要维护好来之不易的稳定局面，筹备好重要高层互动议程，扩大合作面、管控分歧点，探索构建具有战略性、建设性、稳定性的中美关系，实现相互尊重、和平共处、合作共赢。","cover_images":[],"display_time":1777560387,"global_channel_name":"7x24快讯","global_more_uri":"wscn://wallstreetcn.com/live","highlight_title":"","id":3097600,"images":[],"is_calendar":false,"is_favourite":false,"is_priced":false,"is_scaling":false,"reference":"","related_themes":null,"score":2,"symbols":[],"tags":[],"title":"王毅同美国国务卿鲁比奥通电话","type":"live","uri":"https://wallstreetcn.com/livenews/3097600"}},{"resource_type":"article","resource_owner":"inhouse","resource":{"author":{"avatar":"https://wpimg-wscn.awtmt.com/da78b695-955a-450a-b021-a8cd85b013a3","display_name":"李佳","id":120000004873,"uri":"https://wallstreetcn.com/authors/120000004873"},"categories":[{"property_key":"global","property_name":""},{"property_key":"internal","property_name":""}],"content_args":[],"content_short":"双方围绕落实好中美两国元首釜山会晤和历次通话重要共识，就进一步妥善解决彼此关注的经贸问题和拓展务实合作，进行了坦诚、深入、建设性的交流。中方就近期美对华经贸限制措施表达严正关切。双方同意继续发挥好中美经贸磋商机制作用，不断增进共识、管控分歧、加强合作，推动中美经贸关系健康、稳定、可持续发展。","display_time":1777560179,"hang_down":{},"id":3771421,"image":{"uri":"https://wpimg-wscn.awtmt.com/f163c765-ee86-4625-86e8-a5cc461a4b75.png","height":528,"width":792,"size":547675},"is_in_vip_privilege":false,"is_istio_api":true,"is_paid":false,"is_priced":false,"is_trial":false,"layout":"wscn-layout","limited_time":0,"related_themes":[{"id":1005683,"title":"突发要闻-Breaking News","image_uri":"https://wpimg.wallstcn.com/308ec6bc-c808-4b0e-8b83-4c4271ca170e.jpg","uri":"https://wallstreetcn.com/themes/1005683","key":"quanqiuyaowen"}],"source_name":"新华社","source_uri":"","subtitle":"","title":"何立峰与美国财政部长贝森特、贸易代表格里尔举行视频通话","uri":"https://wallstreetcn.com/articles/3771421","vip_type":""}},{"resource_type":"live","resource_owner":"inhouse","resource":{"article":null,"ban_comment":false,"channels":["global-channel","forex-channel","goldc-channel","oil-channel","us-stock-channel","hk-stock-channel"],"content":"\u003cp\u003e白宫顾问哈塞特声称，如果鲍威尔的美联储主席任期于5月份届满之后留任美联储理事，恐怕会影响到（美国总统特朗普主张的）降息。鲍威尔应该离开美联储了。美联储主席提名人凯文·沃什没有（对特朗普的降息要求）做出保证，他将依据数据做决定。\u003c/p\u003e\n\n\u003cp\u003e美联储或欧洲央行加息将是错误。美国和欧洲的央行官员应暂缓因担心能源成本飙升可能引发通胀而收紧货币政策。\u003c/p\u003e\n\n\u003cp\u003e霍尔木兹海峡开放之后，涌入市场的石油供应将“前所未有”。期货市场预计油价将大幅下跌。\u003c/p\u003e\n","content_more":"","content_text":"白宫顾问哈塞特声称，如果鲍威尔的美联储主席任期于5月份届满之后留任美联储理事，恐怕会影响到（美国总统特朗普主张的）降息。鲍威尔应该离开美联储了。美联储主席提名人凯文·沃什没有（对特朗普的降息要求）做出保证，他将依据数据做决定。\n\n美联储或欧洲央行加息将是错误。美国和欧洲的央行官员应暂缓因担心能源成本飙升可能引发通胀而收紧货币政策。\n\n霍尔木兹海峡开放之后，涌入市场的石油供应将“前所未有”。期货市场预计油价将大幅下跌。","cover_images":[],"display_time":1777559391,"global_channel_name":"7x24快讯","global_more_uri":"wscn://wallstreetcn.com/live","highlight_title":"","id":3097588,"images":[],"is_calendar":false,"is_favourite":false,"is_priced":false,"is_scaling":false,"reference":"","related_themes":null,"score":2,"symbols":[],"tags":[],"title":"哈塞特：鲍威尔继续担任美联储理事可能会影响到降息","type":"live","uri":"https://wallstreetcn.com/livenews/3097588"}},{"resource_type":"article","resource_owner":"inhouse","resource":{"author":{"avatar":"https://wpimg-wscn.awtmt.com/da78b695-955a-450a-b021-a8cd85b013a3","display_name":"李佳","id":120000004873,"uri":"https://wallstreetcn.com/authors/120000004873"},"categories":[{"property_key":"global","property_name":""},{"property_key":"ai","property_name":""},{"property_key":"technology","property_name":""}],"content_args":[],"content_short":"美国政府反对Anthropic扩大其AI模型Mythos的访问权限。该模型具备发现并利用软件漏洞的能力，若广泛推广，可能被恶意行为者用于网络攻击。特朗普政府以安全顾虑为由明确反对，部分官员还担忧算力不足可能影响政府自身使用。双方此前已因五角大楼AI工具问题产生争执，政治分歧与人事摩擦进一步加剧了矛盾。","display_time":1777559150,"hang_down":{},"id":3771379,"image":{"uri":"https://wpimg-wscn.awtmt.com/e001eb7f-94eb-4d33-aaa9-57cd577ef4ce.jpeg","height":495,"width":792,"size":99285},"is_in_vip_privilege":false,"is_istio_api":true,"is_paid":false,"is_priced":false,"is_trial":false,"layout":"wscn-layout","limited_time":0,"related_themes":null,"source_name":"","source_uri":"","subtitle":"","title":" Anthropic拟扩大Mythos模型访问权限，美国政府反对","uri":"https://wallstreetcn.com/articles/3771379","vip_type":""}},{"resource_type":"article","resource_owner":"inhouse","resource":{"author":{"avatar":"https://wpimg-wscn.awtmt.com/da78b695-955a-450a-b021-a8cd85b013a3","display_name":"李佳","id":120000004873,"uri":"https://wallstreetcn.com/authors/120000004873"},"categories":[{"property_key":"global","property_name":""},{"property_key":"internal","property_name":""}],"content_args":[],"content_short":"美国总统特朗普提出新计划，旨在建立海上联盟以使霍尔木兹海峡重新开放。此前据新华社报道，伊朗伊斯兰革命卫队表示，波斯湾安全无需外部势力介入。伊朗最高领袖哈梅内伊称，伊朗将确保波斯湾区域的安全。伊朗总统佩泽希齐扬称，任何企图对伊朗实施海上封锁的行动都注定失败。","display_time":1777558867,"hang_down":{},"id":3771420,"image":{"uri":"https://wpimg-wscn.awtmt.com/7661890d-d7f6-435f-ab11-a25393b77917.png","height":528,"width":792,"size":691307},"is_in_vip_privilege":false,"is_istio_api":true,"is_paid":false,"is_priced":false,"is_trial":false,"layout":"wscn-layout","limited_time":0,"related_themes":[{"id":1005683,"title":"突发要闻-Breaking News","image_uri":"https://wpimg.wallstcn.com/308ec6bc-c808-4b0e-8b83-4c4271ca170e.jpg","uri":"https://wallstreetcn.com/themes/1005683","key":"quanqiuyaowen"}],"source_name":"新华社","source_uri":"","subtitle":"","title":"美媒称特朗普提出建立海上联盟新计划","uri":"https://wallstreetcn.com/articles/3771420","vip_type":""}},{"resource_type":"theme","resource_owner":"","resource":{"contents":[{"resource":{"content_short":"美联储按兵不动，却发出最响鹰声：三张反对宽松偏向的异议票、油价单日暴涨8%至120美元，叠加鲍威尔主席任期终结，令市场从押注降息转向定价加息风险。美银称市场已将未来12个月内约10个基点的加息计入定价，摩根大通模型显示鹰派评分创2025年以来新高，汇丰预测2026至2027年零降息。一个货币政策时代落幕，新变量正在重塑利率定价逻辑。","id":3771331,"image":{"uri":"https://wpimg-wscn.awtmt.com/d98606e0-2299-4ab2-97e2-e8a65aef7c32.png","height":442,"width":792,"size":602885},"images":[{"uri":"https://wpimg-wscn.awtmt.com/content_default_7.jpg","height":1361,"width":2048,"size":597730}],"title":"鲍威尔离场、油价登场、鹰派基调全面升温--华尔街点评美联储决议","uri":"https://wallstreetcn.com/articles/3771331"},"resource_type":"article"},{"resource":{"content_short":"鲍威尔卸任前宣布留任理事，贝森特猛烈抨击此举是对美联储传统的破坏，并认为这是对新一届领导层的侮辱。与此同时，本次FOMC会议出现三十多年来最多反对票，市场降息概率从18%骤降至3%。顽固通胀、油价冲击、内部分裂——这一切正等待着即将接掌美联储的沃什。","id":3771324,"image":{"uri":"https://wpimg-wscn.awtmt.com/6408b091-68fd-4ef4-88fd-20f605ccf3a0.png","height":387,"width":778,"size":512511},"images":[{"uri":"https://wpimg-wscn.awtmt.com/b0d6b74b-f15c-47a7-8780-648c4f83d262.png","height":531,"width":784,"size":599200}],"title":"鲍威尔“滞留”、三票委反对降息--这是美联储新主席沃什“接班局面”","uri":"https://wallstreetcn.com/articles/3771324"},"resource_type":"article"},{"resource":{"content_short":"Nick Timiraos撰文称，1970年代滞胀的历史镜像，已不再像两年前那般遥不可及。美联储4月会议标志着一场更深层辩论的节点：委员会还能坚守“下一步更可能降息而非加息”的立场多久？是否应该修改正式声明措辞，暗示降息已基本出局？","id":3771174,"image":{"uri":"https://wpimg-wscn.awtmt.com/0d6e3441-f36f-44ab-b008-eaaa2ea72304.jpeg","height":559,"width":1024,"size":164475},"images":[{"uri":"https://wpimg-wscn.awtmt.com/0d6e3441-f36f-44ab-b008-eaaa2ea72304.jpeg","height":559,"width":1024,"size":164475}],"title":"新美联储通讯社：美联储本周料按兵不动，关键分歧在于“降息搁浅，还是仅推迟”","uri":"https://wallstreetcn.com/articles/3771174"},"resource_type":"article"},{"resource":{"content_short":"明天最危险的剧本，是鲍威尔措辞偏鹰叠上 Mag 7 某家指引不够强。 两个叙事同向走弱，当天行情会比任何一个事件单独出问题难看。","id":3771104,"image":{"uri":"https://wpimg-wscn.awtmt.com/9b7e0544-aa95-4d05-b357-48e32663f3d8.png","height":442,"width":792,"size":652985},"images":[{"uri":"https://wpimg-wscn.awtmt.com/9b7e0544-aa95-4d05-b357-48e32663f3d8.png","height":442,"width":792,"size":652985}],"title":"鲍威尔“告别日”+ Mag7 财报夜，市场拿什么硬扛？","uri":"https://wallstreetcn.com/articles/3771104"},"resource_type":"article"},{"resource":{"content_short":"本周四，4月FOMC会议降息悬念已无，博弈全在措辞毫厘之间——鹰派表述能否落地、鲍威尔是否迎来\"谢幕发布会\"、接班人沃什能否在6月前宣誓就任，三重变局叠加核心PCE触近三年新高与油价破百的“烈焰”，美联储政策天平正向\"无限期按兵不动\"倾斜，降息时间表或彻底消失。","id":3770962,"image":{"uri":"https://wpimg-wscn.awtmt.com/0dcd7f6d-8e80-489e-a1b7-cd7923cde8b6.png","height":442,"width":792,"size":652985},"images":[{"uri":"https://wpimg-wscn.awtmt.com/content_default_15.jpg","height":576,"width":1024,"size":576520}],"title":"鲍威尔的“最后一舞”：为“更久不降息”铺路？","uri":"https://wallstreetcn.com/articles/3770962"},"resource_type":"article"}],"id":1008361,"image_uri":"https://wpimg-wscn.awtmt.com/9d10b971-b68c-4304-8ad6-d912935b1316.png","is_priced":false,"most_recent_content_time":1777514148,"title":"特朗普大战鲍威尔，誓夺美联储控制权","uri":"https://wallstreetcn.com/themes/1008361"}},{"resource_type":"article","resource_owner":"inhouse","resource":{"author":{"avatar":"https://wpimg-wscn.awtmt.com/ab5b317e-54ba-4124-af71-7de4cf4b6356","display_name":"张雅琦","id":120000004773,"uri":"https://wallstreetcn.com/authors/120000004773"},"categories":[{"property_key":"global","property_name":""},{"property_key":"shares","property_name":""},{"property_key":"us-shares","property_name":""},{"property_key":"bonds","property_name":""},{"property_key":"commodities","property_name":""},{"property_key":"forex","property_name":""}],"content_args":[{"class":" wscnph","height":"735","placeholder":"\u003c!--image#0--\u003e","src":"https://wpimg-wscn.awtmt.com/eba8a9cc-9a43-4f37-92ca-6bd03f7f2609.png","type":"image","width":"1121"},{"class":" wscnph","height":"699","placeholder":"\u003c!--image#1--\u003e","src":"https://wpimg-wscn.awtmt.com/1213d42b-fbd4-4d01-bdda-2c06408c1348.png","type":"image","width":"1030"},{"class":" wscnph","height":"686","placeholder":"\u003c!--image#2--\u003e","src":"https://wpimg-wscn.awtmt.com/a807784f-875f-4ae6-9644-75a5c2fa17c7.png","type":"image","width":"1030"}],"content_short":"美股高开，纳指涨0.63%，高通涨约8%。WTI原油日内跌幅达2.0%，报104.65美元/桶；布伦特原油日内跌幅达1.5%，报108.59美元/桶。现货黄金日内涨超2%，报4637.60美元/盎司；现货白银涨超3%，现报73.6美元/盎司。美元兑日元日内跌幅达2.0%，报157.14，创3月5日以来新低。","display_time":1777557152,"hang_down":{},"id":3771356,"image":{"uri":"https://wpimg-wscn.awtmt.com/206a7ddb-2bac-4733-9678-2d259ef2227a.png","height":528,"width":792,"size":641895},"is_in_vip_privilege":false,"is_istio_api":true,"is_paid":false,"is_priced":false,"is_trial":false,"layout":"wscn-layout","limited_time":0,"related_themes":null,"source_name":"张雅琦、李佳","source_uri":"","subtitle":"","title":"经济数据与财报提振市场情绪，美股高开，日元跳涨，油价高位回落，金银上涨","uri":"https://wallstreetcn.com/articles/3771356","vip_type":""}},{"resource_type":"article","resource_owner":"inhouse","resource":{"author":{"avatar":"https://wpimg-wscn.awtmt.com/af8a4f31-63d8-420c-b295-6df67f098944","display_name":"卜淑情","id":120000004518,"uri":"https://wallstreetcn.com/authors/120000004518"},"categories":[{"property_key":"global","property_name":""}],"content_args":[{"class":"wscnph","height":"686","placeholder":"\u003c!--image#0--\u003e","size":"102140","src":"https://wpimg-wscn.awtmt.com/1d999c23-f812-4566-ab9d-a9d4040819ba.jpeg","type":"image","width":"1271"},{"class":"wscnph","height":"683","placeholder":"\u003c!--image#1--\u003e","size":"86586","src":"https://wpimg-wscn.awtmt.com/5d3dc613-3443-4e1d-bde6-caa38126e587.jpeg","type":"image","width":"1271"}],"content_short":"此前一系列企业裁员公告尚未实质性转化为大规模失业潮。截至4月25日当周，美国初请失业金人数较前周骤降2.6万至18.9万；续请失业金人数降至179万，为近两年最低水平。","display_time":1777556006,"hang_down":{"image":[{"height":"686","isCut":"","size":"102140","type":"image","uri":"https://wpimg-wscn.awtmt.com/1d999c23-f812-4566-ab9d-a9d4040819ba.jpeg","width":"1271"}]},"id":3771419,"image":{"uri":"https://wpimg-wscn.awtmt.com/062e74be-bac1-466f-9ba1-41305747988e.png","height":459,"width":689,"size":530807},"is_in_vip_privilege":false,"is_istio_api":true,"is_paid":false,"is_priced":false,"is_trial":false,"layout":"wscn-layout","limited_time":0,"related_themes":null,"source_name":"","source_uri":"","subtitle":"","title":"美国上周首申人数降至18.9万，为1969年以来最低","uri":"https://wallstreetcn.com/articles/3771419","vip_type":""}},{"resource_type":"article","resource_owner":"inhouse","resource":{"author":{"avatar":"https://wpimg-wscn.awtmt.com/bf080e69-1f3f-45d5-8bb4-4b9dc207789e","display_name":"王小娟","id":120000004768,"uri":"https://wallstreetcn.com/authors/120000004768"},"categories":[{"property_key":"global","property_name":""},{"property_key":"technology","property_name":""},{"property_key":"enterprise","property_name":""},{"property_key":"car","property_name":""},{"property_key":"wscn-report","property_name":""},{"property_key":"new-energy-vehicle","property_name":""},{"property_key":"tmt-firm","property_name":""}],"content_args":[],"content_short":"大象转身的阵痛。","display_time":1777555970,"hang_down":{},"id":3771418,"image":{"uri":"https://wpimg-wscn.awtmt.com/7e210397-2c57-46e4-8188-1321e74c764d.png","height":672,"width":1024,"size":1425797},"is_in_vip_privilege":false,"is_istio_api":true,"is_paid":false,"is_priced":false,"is_trial":false,"layout":"wscn-layout","limited_time":0,"related_themes":null,"source_name":"","source_uri":"","subtitle":"","title":"广汽一季度营收增长，但投入还在加大","uri":"https://wallstreetcn.com/articles/3771418","vip_type":""}},{"resource_type":"article","resource_owner":"inhouse","resource":{"author":{"avatar":"https://wpimg-wscn.awtmt.com/af8a4f31-63d8-420c-b295-6df67f098944","display_name":"卜淑情","id":120000004518,"uri":"https://wallstreetcn.com/authors/120000004518"},"categories":[{"property_key":"global","property_name":""},{"property_key":"us-shares","property_name":""}],"content_args":[{"class":"wscnph","height":"3130","placeholder":"\u003c!--image#0--\u003e","size":"1463814","src":"https://wpimg-wscn.awtmt.com/3c4a713c-7a38-4582-9850-d0eabaf0e7ad.png","type":"image","width":"1080"}],"content_short":"美银预计2026年全球超大规模云计算商资本开支将超过8000亿美元，同比增长67%。这一轮支出扩张的底气，来自AI业务的快速变现与客户需求的持续爆发。各家巨头均指出，AI销售收入加速增长、投资回报率持续兑现，是推动其加码基础设施投入的核心逻辑。","display_time":1777555398,"hang_down":{},"id":3771414,"image":{"uri":"https://wpimg-wscn.awtmt.com/effe44e2-62b4-4b80-bd3e-ceded4ddedd2.png","height":528,"width":792,"size":633556},"is_in_vip_privilege":false,"is_istio_api":true,"is_paid":false,"is_priced":false,"is_trial":false,"layout":"wscn-layout","limited_time":0,"related_themes":null,"source_name":"","source_uri":"","subtitle":"","title":"四大云巨头集体上调资本开支，为什么巨头们敢这么疯狂砸钱？","uri":"https://wallstreetcn.com/articles/3771414","vip_type":""}},{"resource_type":"article","resource_owner":"inhouse","resource":{"author":{"avatar":"https://wpimg-wscn.awtmt.com/da78b695-955a-450a-b021-a8cd85b013a3","display_name":"李佳","id":120000004873,"uri":"https://wallstreetcn.com/authors/120000004873"},"categories":[{"property_key":"global","property_name":""},{"property_key":"internal","property_name":""}],"content_args":[{"class":"wscnph","height":"712","placeholder":"\u003c!--image#0--\u003e","size":"729088","src":"https://wpimg-wscn.awtmt.com/305e47c3-9f20-4598-978d-dbe848ec068f.jpeg","type":"image","width":"1024"},{"class":"wscnph","height":"1366","placeholder":"\u003c!--image#1--\u003e","size":"1398784","src":"https://wpimg-wscn.awtmt.com/05081cb2-9a76-4b2b-8c3f-390165f27538.jpeg","type":"image","width":"1024"}],"content_short":"广州4月30日发布楼市新政，住房公积金最高贷款额度提高至360万元，并发放“卖旧买新”专项补贴单套最高3万元。新政鼓励国企收购二手住宅用作保障性住房，加大房票使用力度并推动跨区通用。同时坚持“以需定供”，年度内不在同一规划单元集中出让商品住宅用地。","display_time":1777555311,"hang_down":{},"id":3771415,"image":{"uri":"https://wpimg-wscn.awtmt.com/e203d5d7-cb63-45fc-b5e7-f88a5a1dca33.png","height":528,"width":792,"size":753118},"is_in_vip_privilege":false,"is_istio_api":true,"is_paid":false,"is_priced":false,"is_trial":false,"layout":"wscn-layout","limited_time":0,"related_themes":null,"source_name":"上海证券报","source_uri":"","subtitle":"","title":"重要信号！深圳广州接连出台楼市新政","uri":"https://wallstreetcn.com/articles/3771415","vip_type":""}},{"resource_type":"theme","resource_owner":"","resource":{"contents":[{"resource":{"content_short":"比拼上车、交付。","id":3771266,"image":{"uri":"https://wpimg-wscn.awtmt.com/383c1962-f3e9-43c5-b937-19ff0040b766.png","height":235,"width":519,"size":265292},"images":[{"uri":"https://wpimg-wscn.awtmt.com/5ab2b49a-7a39-4317-b41e-e16d9a66004f.png","height":682,"width":1024,"size":1357427}],"title":"智驾和座舱挤进一颗芯片，淘汰赛开始了","uri":"https://wallstreetcn.com/articles/3771266"},"resource_type":"article"},{"resource":{"content_short":"价值链的重构。","id":3771149,"image":{"uri":"https://wpimg-wscn.awtmt.com/9663f319-3e9c-4eba-8ed8-11c09248e9ac.png","height":463,"width":1024,"size":1087837},"images":[{"uri":"https://wpimg-wscn.awtmt.com/78c18388-b381-44af-a493-3c9cc39be955.png","height":558,"width":1024,"size":1290686}],"title":"北京车展，供应商搬进了整车馆","uri":"https://wallstreetcn.com/articles/3771149"},"resource_type":"article"},{"resource":{"content_short":"不容有失。","id":3771145,"image":{"uri":"https://wpimg-wscn.awtmt.com/0a1978b5-bcab-4027-970c-2e436b096204.jpeg","height":683,"width":1024,"size":190525},"images":[{"uri":"https://wpimg-wscn.awtmt.com/0a1978b5-bcab-4027-970c-2e436b096204.jpeg","height":683,"width":1024,"size":190525}],"title":"遍地华为方案，启境把牌甩桌上","uri":"https://wallstreetcn.com/articles/3771145"},"resource_type":"article"},{"resource":{"content_short":"不止采购。","id":3771122,"image":{"uri":"https://wpimg-wscn.awtmt.com/content_default_5.jpg","height":1352,"width":2048,"size":1428507},"images":[{"uri":"https://wpimg-wscn.awtmt.com/content_default_5.jpg","height":1352,"width":2048,"size":1428507}],"title":"奇瑞北京车展密集签约，更大野心暴露","uri":"https://wallstreetcn.com/articles/3771122"},"resource_type":"article"},{"resource":{"content_short":"润芯微的国产座舱野望。","id":3771121,"image":{"uri":"https://wpimg-wscn.awtmt.com/0e606331-5c36-49ac-a25f-628f5a61c9cd.png","height":416,"width":555,"size":428852},"images":[{"uri":"https://wpimg-wscn.awtmt.com/0e606331-5c36-49ac-a25f-628f5a61c9cd.png","height":416,"width":555,"size":428852}],"title":"车企比拼智能化，国产智能基座的机会来了？  ","uri":"https://wallstreetcn.com/articles/3771121"},"resource_type":"article"}],"id":1008390,"image_uri":"https://wpimg-wscn.awtmt.com/f5ee00ef-a245-4b1b-954e-799cc76c65d4.png","is_priced":false,"most_recent_content_time":1777460413,"title":"格局重塑，北京车展大变局","uri":"https://wallstreetcn.com/themes/1008390"}},{"resource_type":"article","resource_owner":"inhouse","resource":{"author":{"avatar":"https://wpimg-wscn.awtmt.com/ab5b317e-54ba-4124-af71-7de4cf4b6356","display_name":"张雅琦","id":120000004773,"uri":"https://wallstreetcn.com/authors/120000004773"},"categories":[{"property_key":"global","property_name":""},{"property_key":"shares","property_name":""},{"property_key":"us-shares","property_name":""},{"property_key":"bonds","property_name":""}],"content_args":[],"content_short":"2026年一季度美国GDP反弹至2%，AI基础设施建设带动企业投资激增10.4%，创三年新高；一季度PCE物价指数年化季环比上涨4.3%。消费者支出增速达1.6%，好于市场预期。尽管政府支出回升，但中东冲突引发油价飙升，通胀显著恶化。","display_time":1777555263,"hang_down":{},"id":3771412,"image":{"uri":"https://wpimg-wscn.awtmt.com/85d97a1c-a18e-41a6-a57f-d13b431ecd9c.png","height":459,"width":689,"size":551674},"is_in_vip_privilege":false,"is_istio_api":true,"is_paid":false,"is_priced":false,"is_trial":false,"layout":"wscn-layout","limited_time":0,"related_themes":[{"id":1005683,"title":"突发要闻-Breaking News","image_uri":"https://wpimg.wallstcn.com/308ec6bc-c808-4b0e-8b83-4c4271ca170e.jpg","uri":"https://wallstreetcn.com/themes/1005683","key":"quanqiuyaowen"}],"source_name":"","source_uri":"","subtitle":"","title":"美国一季度GDP年化增长2%，PCE物价指数4.3%，通胀压力骤升","uri":"https://wallstreetcn.com/articles/3771412","vip_type":""}},{"resource_type":"article","resource_owner":"inhouse","resource":{"author":{"avatar":"https://wpimg-wscn.awtmt.com/af8a4f31-63d8-420c-b295-6df67f098944","display_name":"卜淑情","id":120000004518,"uri":"https://wallstreetcn.com/authors/120000004518"},"categories":[{"property_key":"global","property_name":""}],"content_args":[],"content_short":"受能源价格飙升影响，美国通胀压力重新升温，叠加美联储内部鹰鸽分歧明显扩大，令市场对降息时间表的预期再度承压。","display_time":1777554137,"hang_down":{},"id":3771413,"image":{"uri":"https://wpimg-wscn.awtmt.com/aa2c8fd5-0b74-498a-8e96-a6019c9bcf21.jpeg","height":525,"width":792,"size":124096},"is_in_vip_privilege":false,"is_istio_api":true,"is_paid":false,"is_priced":false,"is_trial":false,"layout":"wscn-layout","limited_time":0,"related_themes":[{"id":1005683,"title":"突发要闻-Breaking News","image_uri":"https://wpimg.wallstcn.com/308ec6bc-c808-4b0e-8b83-4c4271ca170e.jpg","uri":"https://wallstreetcn.com/themes/1005683","key":"quanqiuyaowen"}],"source_name":"","source_uri":"","subtitle":"","title":"美国3月PCE物价指数同比3.5%，创四年来最高纪录，核心PCE同比扩大至 3.2%","uri":"https://wallstreetcn.com/articles/3771413","vip_type":""}},{"resource_type":"article","resource_owner":"inhouse","resource":{"author":{"avatar":"https://wpimg-wscn.awtmt.com/af8a4f31-63d8-420c-b295-6df67f098944","display_name":"卜淑情","id":120000004518,"uri":"https://wallstreetcn.com/authors/120000004518"},"categories":[{"property_key":"global","property_name":""},{"property_key":"internal","property_name":""}],"content_args":[{"class":"wscnph","height":"678","placeholder":"\u003c!--image#0--\u003e","size":"56535","src":"https://wpimg-wscn.awtmt.com/64bfddf8-522e-472e-90c6-fcc1c8723883.jpeg","type":"image","width":"1271"}],"content_short":"管委会警告，\"通胀上行风险与增长下行风险均已加剧\"，并重申将以逐次会议、依赖数据的方式决策。交易员完全消化年内三次加息25个基点的预期。","display_time":1777553338,"hang_down":{},"id":3771411,"image":{"uri":"https://wpimg-wscn.awtmt.com/67c5832b-d4f7-41e1-a6e9-397aaab40034.jpeg","height":528,"width":792,"size":96900},"is_in_vip_privilege":false,"is_istio_api":true,"is_paid":false,"is_priced":false,"is_trial":false,"layout":"wscn-layout","limited_time":0,"related_themes":[{"id":1005683,"title":"突发要闻-Breaking News","image_uri":"https://wpimg.wallstcn.com/308ec6bc-c808-4b0e-8b83-4c4271ca170e.jpg","uri":"https://wallstreetcn.com/themes/1005683","key":"quanqiuyaowen"}],"source_name":"","source_uri":"","subtitle":"","title":"欧央行按兵不动，警告中东战事加剧滞胀风险","uri":"https://wallstreetcn.com/articles/3771411","vip_type":""}},{"resource_type":"article","resource_owner":"inhouse","resource":{"author":{"avatar":"https://wpimg-wscn.awtmt.com/da78b695-955a-450a-b021-a8cd85b013a3","display_name":"李佳","id":120000004873,"uri":"https://wallstreetcn.com/authors/120000004873"},"categories":[{"property_key":"global","property_name":""},{"property_key":"forex","property_name":""}],"content_args":[{"class":" wscnph","height":"617","placeholder":"\u003c!--image#0--\u003e","src":"https://wpimg-wscn.awtmt.com/c8546c35-f82a-4857-988e-14f08a57a254.png","type":"image","width":"1044"}],"content_short":"日元今日一度跌至160.72，创2024年7月以来最低水平，逼近市场公认的干预红线。日本当局随即密集释放干预信号：财务大臣称“接近采取大胆行动的时点”，最高外汇事务官员直言“这是行动前的最后警告”。美元兑日元随后大幅回落，日元拉升至156.25。市场预计黄金周假期或成干预窗口，但对干预效果存疑，认为仅能带来短暂升值。","display_time":1777551049,"hang_down":{},"id":3771380,"image":{"uri":"https://wpimg-wscn.awtmt.com/a591157a-3007-4c91-baf5-152d2ffdc09f.jpeg","height":532,"width":792,"size":129599},"is_in_vip_privilege":false,"is_istio_api":true,"is_paid":false,"is_priced":false,"is_trial":false,"layout":"wscn-layout","limited_time":0,"related_themes":[{"id":1005683,"title":"突发要闻-Breaking News","image_uri":"https://wpimg.wallstcn.com/308ec6bc-c808-4b0e-8b83-4c4271ca170e.jpg","uri":"https://wallstreetcn.com/themes/1005683","key":"quanqiuyaowen"}],"source_name":"","source_uri":"","subtitle":"","title":"跌破160干预红线之际，日本当局密集喊话干预，日元随即跳涨","uri":"https://wallstreetcn.com/articles/3771380","vip_type":""}},{"resource_type":"live","resource_owner":"inhouse","resource":{"article":null,"ban_comment":false,"channels":["global-channel","hk-stock-channel"],"content":"\u003cp\u003e宁德时代港交所公告，完成H股配售事项，所得款项总额约391.9亿港元 合共6238.5万股新H股（相当于经配发及发行配售股份扩大后已发行H股总数约28.58%）已由本公司于2026年4月30日按每股配售股份628.2港元的配售价成功配发及发行予不少于六名承配人，该等承配人及其最终实益拥有人均为独立第三方。配售事项的所得款项总额合共约为391.9亿港元。\u003c/p\u003e\n","content_more":"","content_text":"宁德时代港交所公告，完成H股配售事项，所得款项总额约391.9亿港元 合共6238.5万股新H股（相当于经配发及发行配售股份扩大后已发行H股总数约28.58%）已由本公司于2026年4月30日按每股配售股份628.2港元的配售价成功配发及发行予不少于六名承配人，该等承配人及其最终实益拥有人均为独立第三方。配售事项的所得款项总额合共约为391.9亿港元。","cover_images":[],"display_time":1777550459,"global_channel_name":"7x24快讯","global_more_uri":"wscn://wallstreetcn.com/live","highlight_title":"","id":3097489,"images":[],"is_calendar":false,"is_favourite":false,"is_priced":false,"is_scaling":false,"reference":"","related_themes":null,"score":2,"symbols":[],"tags":[],"title":"宁德时代：完成H股配售事项，所得款项总额约391.9亿港元","type":"live","uri":"https://wallstreetcn.com/livenews/3097489"}},{"resource_type":"theme","resource_owner":"","resource":{"contents":[{"resource":{"content_short":"SpaceX计划于6月底上市，正以1.75万亿美元估值寻求融资750亿美元。本周公司举行三天闭门分析师会议，展示航天与AI深度整合的业务图景。马斯克预留30%股份给全球散户，力求构建广泛投资者基础。面对史无前例的业务综合体，华尔街正放弃传统航天框架，转而参照AI基础设施巨头为其进行估值重构。","id":3770477,"image":{"uri":"https://wpimg-wscn.awtmt.com/f5a5590f-89b5-49e2-b8b4-2ba6e1c44a2f.png","height":445,"width":792,"size":553273},"images":[{"uri":"https://wpimg-wscn.awtmt.com/f5a5590f-89b5-49e2-b8b4-2ba6e1c44a2f.png","height":445,"width":792,"size":553273}],"title":"SpaceX IPO倒计时：分析师会议本周举行，估值1.75万亿待检验","uri":"https://wallstreetcn.com/articles/3770477"},"resource_type":"article"},{"resource":{"content_short":"截至2025年底，谷歌持有SpaceX 6.11%的股权；今年2月SpaceX与xAI完成合并后，谷歌的持股被稀释至约5%。若SpaceX以2万亿美元估值完成上市，这笔早期投资的账面价值将达到1000亿美元。","id":3770072,"image":{"uri":"https://wpimg-wscn.awtmt.com/7b96a0c1-11fd-41fd-82a1-d0b16dc5741a.png","height":768,"width":1024,"size":1578669},"images":[{"uri":"https://wpimg-wscn.awtmt.com/7b96a0c1-11fd-41fd-82a1-d0b16dc5741a.png","height":768,"width":1024,"size":1578669}],"title":"谷歌持股SpaceX比例首次曝光！逾5%股权，IPO或带来千亿美元回报","uri":"https://wallstreetcn.com/articles/3770072"},"resource_type":"article"},{"resource":{"content_short":"亚马逊拟收购卫星运营商Globalstar，双方已进入深度谈判。亚马逊在卫星部署进度上明显落后于Starlink，收购可为其Amazon Leo项目注入现成基础设施。苹果持有Globalstar约20%股权，对交易走向具有一定话语权。","id":3769933,"image":{"uri":"https://wpimg-wscn.awtmt.com/c78e4a05-7418-4696-9c82-8a17f0b22d63.png","height":445,"width":792,"size":641766},"images":[{"uri":"https://wpimg-wscn.awtmt.com/c78e4a05-7418-4696-9c82-8a17f0b22d63.png","height":445,"width":792,"size":641766}],"title":"卫星互联网大战升级！亚马逊拟收购Globalstar，正面挑战马斯克的星链","uri":"https://wallstreetcn.com/articles/3769933"},"resource_type":"article"},{"resource":{"content_short":"SpaceX最新财务数据显示，去年星链业务营收114亿美元，EBITDA利润率达63%，是公司唯一盈利来源。然而，火箭与AI业务合计消耗约170亿美元现金，致使公司整体净亏损近50亿美元。评论认为，此次IPO本质是马斯克为太空与AI野心融资，超高估值背后潜藏巨大烧钱风险，极度考验市场的接受度。","id":3769893,"image":{"uri":"https://wpimg-wscn.awtmt.com/1b148997-e811-4c01-ad97-7f9fc4f56562.jpeg","height":625,"width":1024,"size":89803},"images":[{"uri":"https://wpimg-wscn.awtmt.com/1b148997-e811-4c01-ad97-7f9fc4f56562.jpeg","height":625,"width":1024,"size":89803}],"title":"Space X的新数字：星链成唯一利润引擎，2万亿估值IPO面临烧钱大考","uri":"https://wallstreetcn.com/articles/3769893"},"resource_type":"article"}],"id":1008384,"image_uri":"https://wpimg-wscn.awtmt.com/9d1225f6-78b6-40bf-b618-725a417a6b5c.png","is_priced":false,"most_recent_content_time":1776748897,"title":"中美商业航天竞争加速","uri":"https://wallstreetcn.com/themes/1008384"}},{"resource_type":"article","resource_owner":"inhouse","resource":{"author":{"avatar":"https://wpimg-wscn.awtmt.com/af8a4f31-63d8-420c-b295-6df67f098944","display_name":"卜淑情","id":120000004518,"uri":"https://wallstreetcn.com/authors/120000004518"},"categories":[{"property_key":"global","property_name":""}],"content_args":[],"content_short":"联发科正加速转向数据中心，2026年AI ASIC营收目标由10亿上调至20亿美元，并切入谷歌TPU供应链、潜在参与OpenAI项目，打开长期增长空间。尽管手机业务拖累业绩、整体营收与利润同比下滑，但AI芯片有望成为新引擎，市场关注其下半年放量能力。","display_time":1777550452,"hang_down":{},"id":3771410,"image":{"uri":"https://wpimg-wscn.awtmt.com/1383969f-8ddb-4cbc-b50e-585e1807f371.png","height":528,"width":792,"size":568779},"is_in_vip_privilege":false,"is_istio_api":true,"is_paid":false,"is_priced":false,"is_trial":false,"layout":"wscn-layout","limited_time":0,"related_themes":null,"source_name":"","source_uri":"","subtitle":"","title":"联发科Q1净利同比下滑17%，AI ASIC收目标翻倍至20亿美元 | 财报见闻","uri":"https://wallstreetcn.com/articles/3771410","vip_type":""}},{"resource_type":"article","resource_owner":"inhouse","resource":{"author":{"avatar":"https://wpimg-wscn.awtmt.com/da78b695-955a-450a-b021-a8cd85b013a3","display_name":"李佳","id":120000004873,"uri":"https://wallstreetcn.com/authors/120000004873"},"categories":[{"property_key":"global","property_name":""},{"property_key":"internal","property_name":""},{"property_key":"ai","property_name":""},{"property_key":"technology","property_name":""}],"content_args":[{"class":"wscnph","height":"599","placeholder":"\u003c!--image#0--\u003e","size":"613376","src":"https://wpimg-wscn.awtmt.com/04c420f3-bcbe-4c25-a179-d7a625720365.jpeg","type":"image","width":"1024"},{"class":"wscnph","height":"382","placeholder":"\u003c!--image#1--\u003e","size":"228818","src":"https://wpimg-wscn.awtmt.com/171317aa-deb0-483a-a442-7addc2255c65.jpeg","type":"image","width":"599"},{"class":"wscnph","height":"605","placeholder":"\u003c!--image#2--\u003e","size":"362395","src":"https://wpimg-wscn.awtmt.com/11d7c272-b1fe-47cb-8137-a48f2530af2b.jpeg","type":"image","width":"599"},{"class":"wscnph","height":"579","placeholder":"\u003c!--image#3--\u003e","size":"592896","src":"https://wpimg-wscn.awtmt.com/a7424175-1837-4a77-b30d-6f5176fff808.jpeg","type":"image","width":"1024"},{"class":"wscnph","height":"1280","placeholder":"\u003c!--image#4--\u003e","size":"1310720","src":"https://wpimg-wscn.awtmt.com/63699626-d3dc-4a71-b157-abe63394f815.jpeg","type":"image","width":"1024"},{"class":"wscnph","height":"815","placeholder":"\u003c!--image#5--\u003e","size":"761210","src":"https://wpimg-wscn.awtmt.com/2f15c187-99b0-4141-b094-1fbc2c164dfa.jpeg","type":"image","width":"934"},{"class":"wscnph","height":"841","placeholder":"\u003c!--image#6--\u003e","size":"370040","src":"https://wpimg-wscn.awtmt.com/9fe7e483-81c0-4777-b319-4289c3a5df55.jpeg","type":"image","width":"440"},{"class":"wscnph","height":"576","placeholder":"\u003c!--image#7--\u003e","size":"589824","src":"https://wpimg-wscn.awtmt.com/c3955a82-5a50-43fe-82d2-dd9a6f73615f.jpeg","type":"image","width":"1024"},{"class":"wscnph","height":"640","placeholder":"\u003c!--image#8--\u003e","size":"655360","src":"https://wpimg-wscn.awtmt.com/52e9fe99-81cf-4fad-a10c-d3957284bccf.jpeg","type":"image","width":"1024"},{"class":"wscnph","height":"893","placeholder":"\u003c!--image#9--\u003e","size":"598310","src":"https://wpimg-wscn.awtmt.com/0902012f-e36f-426d-a2ff-4880e2ce2ee7.jpeg","type":"image","width":"670"},{"class":"wscnph","height":"535","placeholder":"\u003c!--image#10--\u003e","size":"428000","src":"https://wpimg-wscn.awtmt.com/281c7929-d2f0-4078-bcfa-52b3a213ce63.jpeg","type":"image","width":"800"},{"class":"wscnph","height":"400","placeholder":"\u003c!--image#11--\u003e","size":"289200","src":"https://wpimg-wscn.awtmt.com/bb479303-e9a3-4c4f-aa20-3d8324529152.jpeg","type":"image","width":"723"},{"class":"wscnph","height":"513","placeholder":"\u003c!--image#12--\u003e","size":"303696","src":"https://wpimg-wscn.awtmt.com/895e043d-159e-474d-9d0e-c97e5ef52da2.jpeg","type":"image","width":"592"},{"class":"wscnph","height":"356","placeholder":"\u003c!--image#13--\u003e","size":"227840","src":"https://wpimg-wscn.awtmt.com/65193d5e-c704-43c9-bf7b-707cca89b22a","type":"image","width":"640"}],"content_short":"Anthropic近期对Claude定价连砍三刀：Pro套餐取消编程功能、企业版改为按量计费、封杀第三方Agent框架。此前每月20美元即可使用的自动化任务等核心功能，如今被移入100美元的Max套餐或需按量付费。有评论指出，AI产品的商业模式正在“从卖会员变成卖电表”——一旦计价器装上，定价权就永远在供应商手里。","display_time":1777550275,"hang_down":{},"id":3771400,"image":{"uri":"https://wpimg-wscn.awtmt.com/c0497514-532a-4084-929d-d47d608109e8.jpeg","height":495,"width":792,"size":150560},"is_in_vip_privilege":false,"is_istio_api":true,"is_paid":false,"is_priced":false,"is_trial":false,"layout":"wscn-layout","limited_time":0,"related_themes":null,"source_name":"APPSO","source_uri":"","subtitle":"","title":"Claude 定价反复横跳：先把你养熟，再一刀一刀「割」","uri":"https://wallstreetcn.com/articles/3771400","vip_type":""}},{"resource_type":"article","resource_owner":"inhouse","resource":{"author":{"avatar":"https://wpimg-wscn.awtmt.com/4dd3ac3d-9774-4a2c-88b1-211efd225046","display_name":"刘艺晨","id":120000004819,"uri":"https://wallstreetcn.com/authors/120000004819"},"categories":[{"property_key":"global","property_name":""}],"content_args":[],"content_short":"补水啦增长放缓","display_time":1777550261,"hang_down":{},"id":3771409,"image":{"uri":"https://wpimg-wscn.awtmt.com/content_default_11.jpg","height":1664,"width":2500,"size":3998252},"is_in_vip_privilege":false,"is_istio_api":true,"is_paid":false,"is_priced":false,"is_trial":false,"layout":"wscn-layout","limited_time":0,"related_themes":null,"source_name":"","source_uri":"","subtitle":"","title":"以平台化为目标的东鹏饮料 还在等待第三个大爆品","uri":"https://wallstreetcn.com/articles/3771409","vip_type":""}},{"resource_type":"article","resource_owner":"inhouse","resource":{"author":{"avatar":"https://wpimg-wscn.awtmt.com/af8a4f31-63d8-420c-b295-6df67f098944","display_name":"卜淑情","id":120000004518,"uri":"https://wallstreetcn.com/authors/120000004518"},"categories":[{"property_key":"global","property_name":""},{"property_key":"us-shares","property_name":""},{"property_key":"commodities","property_name":""}],"content_args":[{"class":"wscnph","height":"1428","placeholder":"\u003c!--image#0--\u003e","size":"5138324","src":"https://wpimg-wscn.awtmt.com/61ef34dd-50e7-4a47-ab0e-a2ff8f1bf4a8.png","type":"image","width":"2560"},{"class":" wscnph","height":"491","placeholder":"\u003c!--image#1--\u003e","src":"https://wpimg-wscn.awtmt.com/7ef45eb5-9843-4467-ae97-dbfa46f4fcf2.png","type":"image","width":"975"}],"content_short":"核心驱动力来自Mounjaro与Zepbound，销售接近翻倍、贡献约65%收入。尽管基本面强劲，口服减重药Foundayo早期处方疲软引发担忧。公司同时加速并购与管线推进，强化长期增长布局。","display_time":1777549780,"hang_down":{},"id":3771405,"image":{"uri":"https://wpimg-wscn.awtmt.com/3fb3f56a-9b78-487e-82a3-66549bb13154.jpeg","height":528,"width":792,"size":113380},"is_in_vip_privilege":false,"is_istio_api":true,"is_paid":false,"is_priced":false,"is_trial":false,"layout":"wscn-layout","limited_time":0,"related_themes":null,"source_name":"","source_uri":"","subtitle":"","title":"礼来Q1营收大增56%，GLP-1药物销售近乎翻倍，上调全年指引 | 财报见闻","uri":"https://wallstreetcn.com/articles/3771405","vip_type":""}},{"resource_type":"article","resource_owner":"inhouse","resource":{"author":{"avatar":"https://wpimg-wscn.awtmt.com/7c0d59b4-236c-4f21-b8ea-692157006bc6","display_name":"陈嘉懿","id":120000002504,"uri":"https://wallstreetcn.com/authors/120000002504"},"categories":[{"property_key":"global","property_name":""},{"property_key":"asset-manage","property_name":""},{"property_key":"finance","property_name":""}],"content_args":[],"content_short":"65后王良获“招商银行终身荣誉行员”称号","display_time":1777549645,"hang_down":{},"id":3771406,"image":{"uri":"https://wpimg-wscn.awtmt.com/ee786a1b-b8e7-4059-9344-4e44b82e23e1.png","height":665,"width":1024,"size":956550},"is_in_vip_privilege":false,"is_istio_api":true,"is_paid":false,"is_priced":false,"is_trial":false,"layout":"wscn-layout","limited_time":0,"related_themes":null,"source_name":"资事堂·陈嘉懿","source_uri":"","subtitle":"","title":" “70后”王小青公告接棒招行行长，多面金融专才的34年成长路","uri":"https://wallstreetcn.com/articles/3771406","vip_type":""}},{"resource_type":"theme","resource_owner":"","resource":{"contents":[],"id":1008386,"image_uri":"https://wpimg-wscn.awtmt.com/d17322e3-338e-44ce-807c-641e643259d8.jpg","is_priced":false,"most_recent_content_time":1772000485,"title":"“高市冲击”下，日债遭遇抛售风暴，收益率迈入“4时代”","uri":"https://wallstreetcn.com/themes/1008386"}},{"resource_type":"article","resource_owner":"inhouse","resource":{"author":{"avatar":"https://wpimg-wscn.awtmt.com/da78b695-955a-450a-b021-a8cd85b013a3","display_name":"李佳","id":120000004873,"uri":"https://wallstreetcn.com/authors/120000004873"},"categories":[{"property_key":"global","property_name":""}],"content_args":[],"content_short":"英国央行以8比1维持利率3.75%不变，但转向信号明确。行长贝利称中东冲突“显著影响”通胀，预计年底通胀略高于3.5%。央行罕见放弃单一预测，改用三种情景分析，均指向利率需进一步上调。最悲观情景下，油价若维持130美元，通胀将达6.2%，利率或需上调66至151个基点。市场已定价年内加息三次，首次最早在6月。","display_time":1777549215,"hang_down":{},"id":3771401,"image":{"uri":"https://wpimg-wscn.awtmt.com/fbac6f16-27bd-4b1e-bf40-7a28375eb6a0.png","height":459,"width":689,"size":480222},"is_in_vip_privilege":false,"is_istio_api":true,"is_paid":false,"is_priced":false,"is_trial":false,"layout":"wscn-layout","limited_time":0,"related_themes":[{"id":1005683,"title":"突发要闻-Breaking News","image_uri":"https://wpimg.wallstcn.com/308ec6bc-c808-4b0e-8b83-4c4271ca170e.jpg","uri":"https://wallstreetcn.com/themes/1005683","key":"quanqiuyaowen"}],"source_name":"","source_uri":"","subtitle":"","title":"英国央行维持利率3.75%不变，罕见发布“三大通胀情景”，预警加息压力","uri":"https://wallstreetcn.com/articles/3771401","vip_type":""}},{"resource_type":"article","resource_owner":"inhouse","resource":{"author":{"avatar":"https://wpimg-wscn.awtmt.com/da78b695-955a-450a-b021-a8cd85b013a3","display_name":"李佳","id":120000004873,"uri":"https://wallstreetcn.com/authors/120000004873"},"categories":[{"property_key":"global","property_name":""},{"property_key":"wscn-report","property_name":""},{"property_key":"enterprise","property_name":""},{"property_key":"consumer","property_name":""},{"property_key":"shares","property_name":""}],"content_args":[{"class":" wscnph","height":"830","placeholder":"\u003c!--image#0--\u003e","src":"https://wpimg-wscn.awtmt.com/b02700d5-acce-4157-9c51-2c87b4499f5b.png","type":"image","width":"1070"},{"class":" wscnph","height":"425","placeholder":"\u003c!--image#1--\u003e","src":"https://wpimg-wscn.awtmt.com/f15f4be6-b51b-491c-b39d-5e760dfa9fbf.png","type":"image","width":"1012"}],"content_short":"五粮液一季度营收228.38亿元，同比增长33.67%；净利润80.63亿元，同比大增82.57%，单季利润逼近2025年全年。公司同步抛出最高百亿元回购计划。公司表示，基于对2025年业务模式的梳理及谨慎性原则，调整了部分业务的收入确认口径。受此影响，年报中披露的2025年分季度数据与此前各季度、半年度报告中的指标存在重大差异。","display_time":1777548669,"hang_down":{},"id":3771397,"image":{"uri":"https://wpimg-wscn.awtmt.com/f80e4a53-617f-424f-9184-55740912b67d.png","height":528,"width":792,"size":573621},"is_in_vip_privilege":false,"is_istio_api":true,"is_paid":false,"is_priced":false,"is_trial":false,"layout":"wscn-layout","limited_time":0,"related_themes":[{"id":1005683,"title":"突发要闻-Breaking News","image_uri":"https://wpimg.wallstcn.com/308ec6bc-c808-4b0e-8b83-4c4271ca170e.jpg","uri":"https://wallstreetcn.com/themes/1005683","key":"quanqiuyaowen"}],"source_name":"","source_uri":"","subtitle":"","title":"五粮液2026年Q1营收同比增长34%，净利飙升83%至81亿元，追溯调整2025年收入口径｜财报见闻","uri":"https://wallstreetcn.com/articles/3771397","vip_type":""}},{"resource_type":"article","resource_owner":"inhouse","resource":{"author":{"avatar":"https://wpimg-wscn.awtmt.com/af8a4f31-63d8-420c-b295-6df67f098944","display_name":"卜淑情","id":120000004518,"uri":"https://wallstreetcn.com/authors/120000004518"},"categories":[{"property_key":"global","property_name":""},{"property_key":"us-shares","property_name":""}],"content_args":[{"class":" wscnph","height":"405","placeholder":"\u003c!--image#0--\u003e","src":"https://wpimg-wscn.awtmt.com/abb566fd-2312-4565-9653-ed036f2112d9.png","type":"image","width":"864"},{"class":" wscnph","height":"408","placeholder":"\u003c!--image#1--\u003e","src":"https://wpimg-wscn.awtmt.com/fe4a3294-9909-4228-bb36-6bcb91fc0736.png","type":"image","width":"665"},{"class":" wscnph","height":"569","placeholder":"\u003c!--image#2--\u003e","src":"https://wpimg-wscn.awtmt.com/6fa6f91b-8ca5-4b3f-80f1-bbc34c2cc383.png","type":"image","width":"666"}],"content_short":"苹果第二财季业绩或超预期，但市场真正关注两大变量：一是接班人John Ternus的战略方向，二是内存价格暴涨对利润率的冲击。库克交棒背景下，公司面临估值偏高与增长放缓的双重压力。若通过提价与成本对冲稳住毛利率，叠加新CEO带来创新催化，股价仍有上行空间。","display_time":1777548110,"hang_down":{},"id":3771402,"image":{"uri":"https://wpimg-wscn.awtmt.com/2ad74979-98ce-45cb-bb4a-dc79149b9b6c.jpeg","height":500,"width":792,"size":197184},"is_in_vip_privilege":false,"is_istio_api":true,"is_paid":false,"is_priced":false,"is_trial":false,"layout":"wscn-layout","limited_time":0,"related_themes":null,"source_name":"","source_uri":"","subtitle":"","title":"今夜苹果财报，华尔街不再关心业绩，紧盯新CEO首秀","uri":"https://wallstreetcn.com/articles/3771402","vip_type":""}}],"next_page_token":""}}