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2倍做多SpaceX ETF-Leverage Shares

11.57

+0.11000.96%

盘后：11.590.0200+0.17%17:15 EDT

成交量：1,925.98万

成交额：2.25亿

市值：3.66亿

市盈率：- -

高：12.09

开：11.78

低：11.22

收：11.46

52周最高：28.01

52周最低：5.30

股本：3,163.50万

流通股本：3,163.50万

量比：0.76

换手率：60.88%

股息：- -

股息率：- -

净资产收益率：--

总资产收益率：--

市净率：--

市盈率(LYR):- -

数据加载中...

总览公司新闻资讯公告

期权聚焦 | SPCX跨期五腿组合净收8.71万美元，远月185Call大卖624万，资金高位收租偏空

马斯克旗下星链再申印度许可，携直连设备技术进军南亚市场

马斯克回应SpaceX收购Cognition传闻：除确保Grok满足其需求外，未进行任何其他交谈

SpaceXAI在Amazon Bedrock上正式推出Grok 4.6

期权聚焦 | SpaceX合成多头+远月卖Put双管齐下，大单情绪明显偏多，押注中长期走强？

期权聚焦 | SpaceX惊现468万美元实值Put大单，叠加远期合成空头组合，机构持续累积下行敞口？

科技巨头争相押注SpaceX，谁是最大金主？

哈佛大学持有SpaceX巨额股份，规模高达22亿美元

MDA Space首批商业卫星交付，为Globalstar星座部署铺路

期权聚焦 | SPCX惊现百万美元合成空头组合，远期卖CALL买PUT押注走弱；近千万双卖PUT收租，空头情绪主导

AMD披露持有SpaceX 330万股A类股份

维京全球投资者披露：持有SpaceX 120万股A类股份

期权聚焦 | SpaceX惊现千万美元双卖收租与合成空头组合，中长期偏空情绪主导，机构在押注什么？

先锋资本管理公司：截至2026年6月30日持仓变动，与上季度（截至2026年3月31日）对比分析

期权聚焦 | SPCX现千万级双买组合押注长期巨震，但大单整体偏空，472万美元实值Put直指下行风险

美股收盘｜纳指再创新高，AI算力股集体狂飙；Nebius飙升34%，SpaceX、英伟达强势收红；台积电续刷纪录

期权聚焦 | SpaceX惊现远期合成空头与400万美元双买大单，机构押注中长期下跌与波动加剧，市场看空情绪占优

蓝猫资本控股有限合伙：截至2026年6月30日持仓变动，与2026年3月31日上季度末对比

Blue Owl Capital Holdings 披露持有SpaceX 140万股A类普通股——SEC文件曝光

SpaceX旗下Grok BOT开启测试：今日起面向Supergrok Heavy等高端订阅用户开放桌面与iOS平台

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| SpaceX合成多头+远月卖Put双管齐下，大单情绪明显偏多，押注中长期走强？","url":"https://stock-news.laohu8.com/highlight/detail?id=1140843466","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1140843466?lang=zh_cn&edition=fundamental","pubTime":"2026-08-19 09:00","pubTimestamp":1787101248,"startTime":"0","endTime":"0","summary":"当日SPCX期权大单呈现明显偏多格局，合成多头与远月虚值PUT卖出共同主导资金流向，多头优势突出，市场对中长期走势保持较强乐观判断。该组合以较小净支出换取未来更强的上行参与，同时承担股价大幅下跌时的被动接货风险，说明资金并非单纯收租，而是在较长期限上表达对SPCX后市走强的积极预期。虽然场内也存在少量看空对冲，但规模和影响力都明显较弱，说明主流大单资金对SPCX的中长期走势仍持较强乐观判断。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1861220033.SGD","LU1861558580.USD","SPAL","LU1861559042.SGD","LU2290526834.HKD","SPCF","WARP","SNK","MARS","SPCM","ORBX","XOVR","DXYZ","BK4615","BK4089","LU1861215975.USD","SPCX","SPAX","ELOL","LOFD","SPCG","SPCH","SSPC","WSPC","SPCU","LOFF","LU2360107168.USD","SPCQ","UFO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1102293261","title":"期权聚焦 | SpaceX惊现468万美元实值Put大单，叠加远期合成空头组合，机构持续累积下行敞口？","url":"https://stock-news.laohu8.com/highlight/detail?id=1102293261","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1102293261?lang=zh_cn&edition=fundamental","pubTime":"2026-08-18 09:00","pubTimestamp":1787014845,"startTime":"0","endTime":"0","summary":"SpaceX收报146.23美元，涨4.45%。当日SPCX期权市场出现一笔规模达468.75万美元的实值PUT大单，同时叠加远期合成空头组合，机构资金持续累积下行敞口，空头方向在核心大单中占据明显优势。资金主要集中在长期PUT买入、合成空头以及其他偏空结构上，说明市场并非短线情绪化试探，而是有计划地通过期权工具持续累积下行敞口。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1861215975.USD","ORBX","SPAX","LU1861558580.USD","LOFD","SPCM","DXYZ","SPCU","LU2290526834.HKD","WARP","BK4089","SPCQ","LU1861559042.SGD","LOFF","LU1861220033.SGD","SPCF","UFO","XOVR","SSPC","SNK","SPCG","MARS","LU2360107168.USD","SPAL","WSPC","SPCH","ELOL","SPCX","BK4615"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1122809693","title":"科技巨头争相押注SpaceX，谁是最大金主？","url":"https://stock-news.laohu8.com/highlight/detail?id=1122809693","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1122809693?lang=zh_cn&edition=fundamental","pubTime":"2026-08-18 00:46","pubTimestamp":1786985207,"startTime":"0","endTime":"0","summary":"SpaceX的股价正迎来一波上涨行情，原因何在？根据该公司上周五提交的文件，英伟达持有近1.23亿股SpaceX股票。这一投资时点颇为微妙，因为SpaceX正在大力加码AI业务，本月更宣布将独家采用英伟达芯片。不过，英伟达并非唯一押注SpaceX的科技巨头。作为长期投资者和马斯克的亲密盟友，格拉西亚斯目前仍是SpaceX董事会成员；截至午盘交易时段，SpaceX股价上涨约6.4%，英伟达股价亦攀升约1%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SPCH","SPCX","SPAX","SPCU","BK4211","SPCF","UFO","WSPC","ELOL","LU2360107168.USD","MARS","LU2290526834.HKD","LOFF","BK4089","ORBX","LU1861559042.SGD","SNK","ISBC","SPCM","SPCQ","LU1861220033.SGD","SSPC","WARP","LU1861558580.USD","LOFD","LU1861215975.USD","XOVR","BK4615","SPAL","SPCG","DXYZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1163658033","title":"哈佛大学持有SpaceX巨额股份，规模高达22亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1163658033","media":"投资观察","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1163658033?lang=zh_cn&edition=fundamental","pubTime":"2026-08-17 21:53","pubTimestamp":1786974809,"startTime":"0","endTime":"0","summary":"22亿美元——这是哈佛大学捐赠基金在SpaceX所持股份的价值，这一数据源自上周五提交的一份证券文件。换算下来，大约相当于1290万股。\n这份文件显示，这笔投资规模远超哈佛在其他大型科技公司的布局：对比来看，哈佛管理公司在台积电的持股约为3.5亿美元，而持有亚马逊股票的价值则为2.34亿美元。\n文件并未披露哈佛究竟是何时购入这批SpaceX股份的。埃隆·马斯克旗下这家集火箭发射、互联网与人工智能业务于一体的公司，自今年6月公开上市以来股价波动剧烈，但在上周五收盘时，其股价已较IPO发行价高出3.7%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SPCG","SPCU","SPCX","SPCF","SNK","LOFF","LU2360107168.USD","BK4615","LU1861220033.SGD","LU1861558580.USD","SPAL","LOFD","SPAX","SPCH","SPCQ","LU1861559042.SGD","WSPC","LU1861215975.USD","LU2290526834.HKD","WARP","ELOL","SPCM","BK4089","SSPC","UFO","XOVR","MARS","DXYZ","ORBX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1143266734","title":"MDA Space首批商业卫星交付，为Globalstar星座部署铺路","url":"https://stock-news.laohu8.com/highlight/detail?id=1143266734","media":"投资观察","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1143266734?lang=zh_cn&edition=fundamental","pubTime":"2026-08-17 19:57","pubTimestamp":1786967820,"startTime":"0","endTime":"0","summary":"美东时间上午7点56分——MDA Space正逐步将其卫星送入轨道，以支持Globalstar的低地球轨道星座建设，这一动作标志着8月15日发射后关键测试阶段的正式启动。八颗低轨道补网卫星搭载SpaceX猎鹰9号火箭，从卡纳维拉尔角升空，就此拉开在轨调试的序幕。这些卫星在蒙特利尔完成研发与集成，是MDA作为主承包商交付的首批商业通信卫星。公司目前尚有九颗卫星处于订单之中，正在进行最后的集成工作；一旦全部部署到位，这批补网卫星将构建起一支完整的补充舰队，旨在延长Globalstar现有网络的运营寿命。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SPCU","SPCH","LU2360107168.USD","ELOL","LU1861559042.SGD","SPAX","WSPC","SPAL","SPCQ","LOFF","WARP","LOFD","SPCM","LU2290526834.HKD","ORBX","MDA","SPCF","SSPC","SPCG","BK4089","SNK","LU1861215975.USD","BK4187","GSAT","LU1861220033.SGD","MARS","SPCX","LU1861558580.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1137300574","title":"期权聚焦 | SPCX惊现百万美元合成空头组合，远期卖CALL买PUT押注走弱；近千万双卖PUT收租，空头情绪主导","url":"https://stock-news.laohu8.com/highlight/detail?id=1137300574","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1137300574?lang=zh_cn&edition=fundamental","pubTime":"2026-08-15 09:00","pubTimestamp":1786755644,"startTime":"0","endTime":"0","summary":"今日SPCX期权市场大单频现，一笔百万美元级别的合成空头组合与一笔近千万美元的双卖PUT组合尤为引人注目，整体资金流向呈现明显的空头主导格局，机构资金正通过长期限策略布局看空或上行受限预期。大单交易一笔净支出100.00万美元的合成空头组合成为展示大单中的核心交易，结构为卖出2028-01-21到期的185.00 CALL，同时买入2028-01-21到期的125.00 PUT，两腿均为虚值。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SPCQ","LOFF","LU1861559042.SGD","LU2290526834.HKD","BK4089","SPAL","SPCG","SNK","LOFD","SPCM","LU2360107168.USD","ORBX","MARS","LU1861215975.USD","SPAX","LU1861558580.USD","WARP","LU1861220033.SGD","SPCF","SPCH","ELOL","WSPC","SSPC","SPCU","SPCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1101125353","title":"AMD披露持有SpaceX 330万股A类股份","url":"https://stock-news.laohu8.com/highlight/detail?id=1101125353","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1101125353?lang=zh_cn&edition=fundamental","pubTime":"2026-08-15 05:08","pubTimestamp":1786741683,"startTime":"0","endTime":"0","summary":"根据最新提交的SEC文件，超威半导体公司（Advanced Micro Devices, Inc.）披露了对SpaceX的持股情况。数据显示，截至2026年6月30日，AMD持有SpaceX总计330万股A类股份。\n与上一季度（截至2026年3月31日）相比，AMD的持股规模发生了变动。这一变化反映出该公司在投资组合上的调整策略。\n此次披露的文件中，还包含了关于这些持股变更的详细信息，为市场观察者提供了透明度。AMD在SpaceX中的持股，彰显了其对航天领域公司的关注与布局。","market":"hk","thumbnail":"https://static.tigerbbs.com/20cb0f7bfefa25f80713dd31efb5a24e","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/20cb0f7bfefa25f80713dd31efb5a24e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"26e7cb4fd57146589085bfc83afb993b","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1861220033.SGD","LU1861558580.USD","SPAL","LU1861559042.SGD","LU2290526834.HKD","SPCF","WARP","SNK","MARS","SPCM","ORBX","BK4089","LU1861215975.USD","SPCX","SPAX","ELOL","LOFD","SPCG","SPCH","SSPC","WSPC","SPCU","LOFF","LU2360107168.USD","SPCQ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1103642559","title":"维京全球投资者披露：持有SpaceX 120万股A类股份","url":"https://stock-news.laohu8.com/highlight/detail?id=1103642559","media":"美股速递","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1103642559?lang=zh_cn&edition=fundamental","pubTime":"2026-08-15 04:20","pubTimestamp":1786738809,"startTime":"0","endTime":"0","summary":"维京全球投资者有限责任公司（Viking Global Investors Lp）近日向美国证券交易委员会（SEC）提交文件，披露其持有太空探索技术公司（SpaceX）120万股A类股份的重大股权信息。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ELOL","LU0210528500.USD","LU0320765646.SGD","BK4504","BK4516","IE00B775SV38.USD","MARS","LU0106261372.USD","LU0234570918.USD","LU1162221912.USD","SPAL","LU2133065610.SGD","LU0912757837.SGD","LU1988902786.USD","LU1720051017.SGD","LU1668664300.SGD","LU2357305700.SGD","LU2360107168.USD","LU0225283273.USD","IE00BKVL7J92.USD","BK4588","LU1791710582.SGD","LU1989772923.USD","LU2271345857.HKD","BK4127","LU0795875169.SGD","LU1363072403.SGD","SPAX","LU0158827948.USD","LU1244550577.SGD","LU1244550221.USD","LU1861215975.USD","BK4581","LU2264538146.SGD","LOFF","LU0971096721.USD","LU2290526834.HKD","LU0098860793.USD","LU1732800096.USD","LU0106831901.USD","LU1244550494.USD","IE00BZ1G4Q59.USD","LU0390134368.USD","SPCG","WSPC","LU1861559042.SGD","LU2347655156.SGD","LU1548497426.USD","IAI","LU2111349929.HKD","BK4534","SPCM","LU0267386448.USD","SSPC","LU0158827781.USD","LU1732799900.SGD","SPCQ","LU0795875086.SGD","LU1064131342.USD","ORBX","KBWB","LU2028103732.USD","LOFD","SPCH","LU1720051108.HKD","LU2023251221.USD","LU2089283258.USD","LU1989772840.SGD","LU1861558580.USD","LU0053666078.USD","LU0006306889.USD","LU1791710400.SGD","BK4585","LU0528227936.USD","LU2089284900.SGD","LU1074936037.SGD","LU0882574139.USD","SPCF","WARP","BK4089","LU0314104364.USD","LU0557290698.USD","SNK","LU1861220033.SGD","IE00B3S45H60.SGD","SPCX","SPCU","LU2487616109.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1142252683","title":"期权聚焦 | SpaceX惊现千万美元双卖收租与合成空头组合，中长期偏空情绪主导，机构在押注什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1142252683","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1142252683?lang=zh_cn&edition=fundamental","pubTime":"2026-08-14 09:00","pubTimestamp":1786669250,"startTime":"0","endTime":"0","summary":"SpaceX收盘报141.29美元，跌3.33%。大单交易一笔净支出35.17万美元的合成空头组合，是当日展示大单中最明确的方向性看空交易。该组合由买入2026-12-18到期的135.0 PUT与卖出同到期的155.0 CALL构成，两腿均为虚值，典型意图是在较长时间维度上押注SPCX后续走弱。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2290526834.HKD","LU1861220033.SGD","SSPC","SNK","LOFF","SPCM","LU1861215975.USD","MARS","LOFD","SPCQ","UFO","LU2360107168.USD","SPAL","LU1861559042.SGD","XOVR","WSPC","DXYZ","SPCU","SPCF","WARP","SPAX","BK4615","SPCX","ELOL","SPCG","ORBX","LU1861558580.USD","BK4089","SPCH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1123738463","title":"先锋资本管理公司：截至2026年6月30日持仓变动，与上季度（截至2026年3月31日）对比分析","url":"https://stock-news.laohu8.com/highlight/detail?id=1123738463","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1123738463?lang=zh_cn&edition=fundamental","pubTime":"2026-08-14 04:04","pubTimestamp":1786651449,"startTime":"0","endTime":"0","summary":"先锋资本管理有限公司披露了其持仓的最新变动情况。这些数据截至2026年6月30日，并与上一季度（截至2026年3月31日）的持仓状况进行了系统比较。此次调整主要反映了该公司在特定标的上的投资策略变化，其中涉及SpaceX等头部企业的仓位增减。通过对比两个时间节点的持仓变化，可以清晰洞察先锋资本在二季度内的资产配置思路与市场判断。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MARS","LOFF","LU2290526834.HKD","SPCG","WSPC","SPCF","SPCX","WARP","LU1861559042.SGD","LU1861558580.USD","ORBX","SPCU","SNK","SPAL","LU1861215975.USD","SPAX","SSPC","SPCH","BK4089","SPCQ","LOFD","LU1861220033.SGD","ELOL","LU2360107168.USD","SPCM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1199050022","title":"期权聚焦 | SPCX现千万级双买组合押注长期巨震，但大单整体偏空，472万美元实值Put直指下行风险","url":"https://stock-news.laohu8.com/highlight/detail?id=1199050022","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1199050022?lang=zh_cn&edition=fundamental","pubTime":"2026-08-13 09:00","pubTimestamp":1786582852,"startTime":"0","endTime":"0","summary":"当日SPCX期权市场大单交易活跃，整体情绪偏向谨慎。一笔千万美元级别的双买组合押注长期巨震，但同时一笔近472万美元的实值看跌期权买入，直指中长期下行风险，看空信号更为突出。该组合同时买入145.0 CALL和115.0 PUT，且净支出为1678.80万美元，属于典型的跨方向双买思路，更接近于押注后续会出现显著行情波动而非单纯线性看多或看空。一笔规模达472.20万美元的PUT买入，是当日最突出的单腿看空成交之一。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1861220033.SGD","SPCF","MARS","LU1861559042.SGD","SPCH","SPAX","LU1861558580.USD","LU2360107168.USD","SSPC","LU2290526834.HKD","SPCX","SPCQ","LU1861215975.USD","ELOL","SPAL","SPCU","SPCG","ORBX","WSPC","SNK","SPCM","WARP","LOFD","BK4089","LOFF"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1156001154","title":"美股收盘｜纳指再创新高，AI算力股集体狂飙；Nebius飙升34%，SpaceX、英伟达强势收红；台积电续刷纪录","url":"https://stock-news.laohu8.com/highlight/detail?id=1156001154","media":"美股收盘","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1156001154?lang=zh_cn&edition=fundamental","pubTime":"2026-08-13 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4.6发布刺激大涨9.74%，CoreWeave受百亿美元级订单及大幅扩产计划带动飙升19.28%；英伟达再涨3.03%，AMD上涨1.82%，超微电脑大涨19.02%，显示算力、光通信及存储链条全线爆发。伯里通过期权集中做空AI算力链个股，但随着Nebius与CoreWeave强劲财报出炉及行业需求确认，其空头头寸面临回补压力。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1934455863.HKD","LU2347655073.USD","LU2360032135.SGD","QQQM","LU2452424414.USD","FAI","LU0210536198.USD","BK4549","LU0965508806.USD","IE00BK4W5L77.USD","LU0225283273.USD","LU1119994496.HKD","LU0109392836.USD","LU2106854487.HKD","LU2298321311.HKD","LU1804176565.USD","BK4527","LU0738911758.USD","IE00BJTD4V19.USD","NVDQ","IE00BFSS8Q28.SGD","LU0943347566.SGD","LU1066051811.HKD","LU2552382058.USD","LU2420271590.USD","LU1923622614.USD","LU0079474960.USD","LU1267930730.SGD","LU2097344431.USD","LU0080751232.USD","SSPC","LU0965509101.SGD","03034","QDTE","LU1551013342.USD","IE000YTNTUN2.SGD","LU0198837287.USD","LU0264606111.USD","BK4579","LU0472753341.HKD","SOXY","LU2394011477.USD","LU0444973449.USD","BGIA","LU1732800096.USD","LU1868837565.USD","UMMA","LU2463028550.USD","IE00B3M56506.USD","LU0106261372.USD","SPAL","BK4141","LU0787776722.HKD","LU0211327993.USD","LU1323610961.USD","LU1979441026.SGD","CHAT","LU0069063385.USD","QLD","07388","IE00BMPRXN33.USD","NVDD","BK4585","IE00B7KXQ091.USD","LU0266013472.USD","LU0323239441.USD","LU1242518857.USD","SPTE","IE00B4YYXB79.USD","LU1852331112.SGD","LU1718418525.SGD","LU2108987350.USD","SG9999017495.SGD","IE000KEQY171.SGD","LU0265550359.USD","LU0572940350.SGD","LU1571399168.USD","LU2089283258.USD","HK0000306701.USD","LU1732799900.SGD","IE0009G5SDU7.USD","LU1992135399.USD","LU2403377893.USD","LU2860962120.EUR","NVDY","LU0979878070.USD","LU2999663052.SGD","IE00BMPRXR70.SGD","NJUL","IE00B3SWFQ91.USD","LU1244550577.SGD",".IXIC","LU1429558221.USD","LU2461242641.AUD","LU0234570918.USD","LU2089985449.USD","LU1880398471.USD","LU1496350502.SGD","TYLG","IETC","IE00B1XK9C88.USD","QQQX","LU0912757837.SGD","LU2456880835.USD","SG9999015358.SGD","LU2417539215.USD","IE000Q6AESB8.SGD","LU1242518931.SGD","LU1023057109.AUD","SG9999015952.SGD","HK0000320264.USD","LU2896262040.SGD","LU1935042488.USD","LU0345768740.USD","LU1803068979.SGD","LU2746668974.SGD","BK4526","LU2065169927.USD","QQQA","LU0353189763.USD","LU2125909247.SGD","LU0353189680.USD","LU2552382132.HKD","LU0417517546.SGD","IE00BHPRN162.USD","SGXZ80539844.SGD","CLSE","SG9999000418.SGD","LOFD","LU0359201612.USD","LU0541501648.USD","NVDX","LU2236285917.USD","LU1282649067.USD","IE00BYQQ9H92.USD","LU2265009873.SGD","SG9999004303.SGD","BK4608","LU2054465674.USD","LU2491050071.SGD","IYW","LU1400636574.HKD","LU0256863811.USD","LU1989772840.SGD","LU2237443895.HKD","LU0070217475.USD","LU2092937221.SGD","LU2023250330.USD","SG9999015341.SGD","VGT","MARS","NVDG","LU0354030511.USD","BK4529","LU2242649171.HKD","LU0965509283.SGD","LU0823421333.USD","IE00B3S45H60.SGD","LU2361044949.HKD","IE00B5949003.HKD","SPCG","LU0345768153.USD","DIPS","LU0061474705.USD","LU2430703251.USD","LU1202635105.USD","IE0034235303.USD","LU2543165471.USD","LU0557290698.USD","AVXC","07568","LU2458330243.SGD","LU1066051498.USD","LU1069347547.HKD","IE00BQXX3F31.USD","LU2097344357.USD","ESIM","HK0000320223.HKD","LU0347712357.USD","LU2213496289.HKD","LU0210528500.USD","LU2133065610.SGD","LU0640476718.USD","LU2125909916.SGD","LU2381873111.SGD","07266","2NVD.UK","LU2083900584.USD","LU1116320901.HKD","CNEQ","LU0187121727.USD","SGXZ81514606.USD","SPCH","NVIW.SI","NAPR","LU1623119135.USD","NVD","LU2360106780.USD","LU0256863902.USD","BK4535","SG9999015986.USD","IE00B19Z8X17.USD","XOVR","LU1934455277.USD","LU1989772923.USD","CGDG","LU0572939691.SGD","LU1003077747.HKD","TSMZ","TEK","LU0823414551.USD","LU0345770308.USD","LU2505996509.AUD","LU0308772762.SGD","LU2168564495.EUR","LU0109391861.USD","BK4602","LU0056508442.USD","ASIA","HK0000304805.HKD","JGRO","LU0096362180.USD","LU1839511570.USD","THMR","ADVE","LU0048584097.USD","BK4550","LU1791710400.SGD","LU2272731600.USD","LU1923622291.USD","LU0154236417.USD","LU1244550494.USD","LU1642822529.SGD","LU2487616109.SGD","LU0672654240.SGD","LU0708994859.HKD","LU0057025933.USD","GB00BDT5M118.USD","LU0267386448.USD","LU2237957902.USD","IE00B19Z8W00.USD","LU1699723380.USD","LU2271345857.HKD","LU0143551892.USD","TSMU","ESUM","LU1674673691.USD","NVD3.UK","SPCF","07522","LU1400636657.SGD","SGXZ23171101.USD","LU0444971666.USD","02834","EMC","EWT","LU2462591350.SGD","NULC","SNK","ANV","QQQJ","SOXX","LU1935042215.USD","LU1267930813.SGD","WISE","IE0005OL40V9.USD","LU0354030438.USD","LU0175139822.USD","LU0072462426.USD","IE00BKPKM429.USD","QQQY","EFIV","LU2357125470.USD","NVDB","QQQI","LU0124676726.USD","WARP","FTEC","IE00BJLML261.HKD","AIO","LU0823434740.USD","IE0004091025.USD","LU2023250504.SGD","USXF","L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| SpaceX惊现远期合成空头与400万美元双买大单，机构押注中长期下跌与波动加剧，市场看空情绪占优","url":"https://stock-news.laohu8.com/highlight/detail?id=1180639084","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1180639084?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 09:00","pubTimestamp":1786496456,"startTime":"0","endTime":"0","summary":"SpaceX收报133.29美元，跌3.93%。SPCX当日大单交易呈现显著的看空情绪，一笔净支出30.16万美元的远期合成空头明确押注中长期下跌，同时一笔净支出401.25万美元的双买大单则对赌未来波动率加剧，机构资金整体倾向于防守和下行风险定价。大单交易一笔净支出30.16万美元的合成空头组合成为当日最具代表性的方向性交易之一，结构上是卖出2027-06-17到期的190.0 CALL，同时买入同到期的115.0 PUT，且两腿均为虚值。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SPCX","ORBX","MARS","LU2360107168.USD","BK4615","XOVR","LU1861559042.SGD","LU1861220033.SGD","ELOL","WARP","SPAX","DXYZ","LU1861558580.USD","LU1861215975.USD","SPCM","SPAL","LOFF","SPCQ","LU2290526834.HKD","SPCF","LOFD","SNK","SSPC","WSPC","UFO","SPCG","SPCU","BK4089","SPCH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1105112066","title":"蓝猫资本控股有限合伙：截至2026年6月30日持仓变动，与2026年3月31日上季度末对比","url":"https://stock-news.laohu8.com/highlight/detail?id=1105112066","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1105112066?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 05:25","pubTimestamp":1786483510,"startTime":"0","endTime":"0","summary":"蓝猫资本控股有限合伙（Blue Owl Capital Holdings Lp）披露了其持仓变动情况。这些数据截至2026年6月30日，并与上一季度（截至2026年3月31日）的持仓进行了比较。值得关注的是，此次公布的信息揭示了该公司在投资组合调整方面的动向，为市场参与者提供了洞察其策略变化的依据。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1861220033.SGD","LU1861558580.USD","SPAL","LU1861559042.SGD","LU2290526834.HKD","SPCF","WARP","SNK","MARS","SPCM","ORBX","BIZD","BK4135","PBDC","BK4089","LU1861215975.USD","SPCX","SPAX","ELOL","LOFD","SPCG","SPCH","SSPC","OBDC","WSPC","SPCU","LOFF","LU2360107168.USD","SPCQ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1116813358","title":"Blue Owl Capital Holdings 披露持有SpaceX 140万股A类普通股——SEC文件曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=1116813358","media":"美股速递","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1116813358?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 05:23","pubTimestamp":1786483398,"startTime":"0","endTime":"0","summary":"根据最新提交给美国证券交易委员会的文件显示，Blue Owl Capital Holdings Lp已正式报告其持有SpaceX公司140万股A类普通股的头寸。这一披露信息引起了市场的广泛关注。作为一家知名的投资机构，Blue Owl Capital Holdings此次公开其在SpaceX的持股比例，无疑为外界提供了窥探这家私人航天巨头股东结构的新视角。SEC文件作为上市公司及相关机构必须遵循的透明度要求，此次披露详细列明了Blue Owl在SpaceX中的具体持股情况。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["WARP","OBDC","ELOL","SNK","MARS","WSPC","SPAX","LOFF","LU2360107168.USD","SPAL","SPCH","BIZD","LOFD","ORBX","SPCQ","LU1861558580.USD","BK4089","BK4135","LU1861220033.SGD","LU1861215975.USD","SPCM","PBDC","LU1861559042.SGD","SPCG","SSPC","LU2290526834.HKD","SPCU","SPCF","SPCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1107688023","title":"SpaceX旗下Grok BOT开启测试：今日起面向Supergrok Heavy等高端订阅用户开放桌面与iOS平台","url":"https://stock-news.laohu8.com/highlight/detail?id=1107688023","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1107688023?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 00:56","pubTimestamp":1786467371,"startTime":"0","endTime":"0","summary":"SpaceX今日宣布，其人工智能项目Grok BOT已进入测试阶段，并正式向Supergrok Heavy、Cursor Ultra以及Cursor Teams Premium这三类订阅用户开放。用户现可通过桌面端或iOS设备体验这一功能。此次发布标志着SpaceX在AI助手领域迈出关键一步，尤其是针对高端付费用户群体的服务升级。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["WARP","LU1861558580.USD","SPAL","SPCQ","SPCM","SPAX","LOFF","SSPC","LU1861215975.USD","SPCG","SPCH","LU1861559042.SGD","SPCU","ELOL","SNK","LU2290526834.HKD","LOFD","MARS","ORBX","LU1861220033.SGD","BK4089","LU2360107168.USD","WSPC","SPCF","SPCX"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":11,"pageCount":4,"totalSize":201,"code":"91000000","status":"200"}]}}