东方朔

“国会山股神”退休前再出手！佩洛西建仓Bloom Energy并加码英特尔_我的网站

永不磨灭的番号

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A brigade from the Chinese People's Liberation Army's 76th Group Army conducts autonomous coordinated training with new 8x8 wheeled infantry fighting vehicles in the Gobi Desert. Photo: Screenshot from the military channel of CCTV NewsA video released by official media on Tuesday showcased the development of the Chinese People's Liberation Army (PLA)'s latest wheeled infantry fighting vehicle (IFV). A military expert said that this new model represents comprehensive improvements in firepower, protection, mobility, informatization and ergonomics and it can now be considered to be entering mass deployment.
In the CCTV News footage, a brigade from the PLA Army's 76th Group Army was conducting autonomous coordinated training. Multiple new 8x8 wheeled IFVs were seen driving across the terrain, coordinating with troops to complete various tasks. The new 8x8 armored personnel carrier features an unmanned turret and anti-tank missiles, and its tailgate can be figured to open either sideways or downward.
In 2025, the company received new equipment. For the PLA soldiers, the challenge extended beyond changes in specialized skills to include upgrades in training models and combat concepts, said the report.
The new IFV is a deep redesign of the Type 08 wheeled armored vehicle family, with comprehensive improvements in firepower, protection, mobility, informatization and ergonomics, Zhang Junshe, a Chinese military affairs expert, told the Global Times.
According to a CCTV report in June, the vehicle has several new features: high mobility and speed suitable for all-domain operations; an unmanned turret offering wider visibility and higher automation, improved protection and crew safety; amphibious capability; long-range vehicle-mounted anti-tank missiles; and a flexible tailgate that can open either sideways or downward, combining both options in one design.
Compared with the Type 08, the new model has significantly enhanced firepower. It introduces an unmanned turret for the first time, improving survivability and freeing up interior space, while featuring a new-generation 30mm chain gun with adjustable firing rate. The anti-tank missiles have also been upgraded, enabling asymmetric strikes within enemy tank direct-fire range, Zhang said.
Protection has been comprehensively upgraded with thicker composite add-on armor, and structural improvements offer better resistance against mines and improvised explosive devices.
Mobility is also stronger, with better off-road climbing ability than the Type 08. Its informatized situational awareness and system integration capabilities are more advanced, and improved ergonomics enhance combat efficiency, said Zhang.
The vehicle has appeared multiple times in official media reports this year.Zhang said it is now entering mass deployment and may eventually replace the Type 08 as the core equipment of the PLA's medium combined brigades.
In January, CCTV reported on a coordinated tactical exercise involving an armored infantry squad from a brigade of the 76th Group Army, marking the vehicle's first public appearance.
Prior to its official debut, media outlets such as Hong Kong-based Ta Kung Wen Wei Media Group had analyzed the vehicle's capabilities based on online images, reporting that it features a remote-controlled weapon station, an unmanned turret, and four HJ-16 anti-tank missiles, delivering more powerful and precise firepower.
It adopts a hydraulic suspension system and incorporates signature-reduction measures to minimize infrared signatures, and can be fitted with composite armor to enhance protection and concealment.
Following a series-based, modular "vehicle family" development model, the vehicle's common chassis, in addition to the three existing variants, can be rapidly adapted into other configurations, comprehensively enhancing the medium brigade's combat effectiveness and long-range cross-regional mobility.
Compared with the current Type 08 wheeled armored vehicle family, these variants feature considerable differences in firepower configuration, chassis and hull layout, offering more flexible operational performance and superior protection, said Ta Kung Wen Wei.
Like the Type 08 family and the Type 11 Wheeled Assault Gun, the new IFV is expected to develop into multiple variants with different functions, forming a complete vehicle family.
Through this "one chassis, multiple variants, series-based development" approach, the new-generation will efficiently cover the full spectrum of combat elements - from command, reconnaissance and strike to support - significantly improving overall combat effectiveness and logistical support efficiency, Zhang added.
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B | K图 BE_0 　　受信披文件显示“国会山股神”南希·佩洛西大举建仓的消息推动，燃料电池概念股Bloom Energy周二盘前一度涨近8%。
　　由于佩洛西已经宣布不寻求连任，她将在中期选举后届满退休。

C | 这也意味着从明年1月开始，佩洛西家族的股票交易将不需要对公众披露，外界窥探“国会山股神”持仓的窗口仅剩最后几个月。　　当地时间周一晚间挂网的文件显示，佩洛西家庭在2026年7月24日和7月28日分两笔买入了总计15,000股Bloom Energy普通股。　　众所周知，7月28日也是“AI股神”莱奥波德·阿申布伦纳遭遇强平危机的关键节点。自那以后，AI概念股触底反弹，因此佩洛西的仓位已经处于浮盈状态。（BloomEnergy日线图，来源：TradingView）　　她同时建仓200份Bloom Energy的看涨期权，也就是未来买入20000股股票的权利。

D | 这批期权的行权价为100美元，到期日为2027年6月17日。这两笔交易都是深度价内看涨期权，也是利用期权产品上杠杆的常规操作。　　按照美国国会披露规则规定的申报金额区间计算，这笔投资的总价值约在300万美元至1200万美元之间。　　佩洛西同时披露，在7月24日买入了英特尔股票和看涨期权，分别买入10,000股正股和50张深度价内看涨期权，交易额在75万美元至150万美元间。

E | 其中，看涨期权的行权价为50美元，明年6月17日到期。　　她此前曾在今年5月29日买入200张英特尔看涨期权，行权价50美元，明年3月19日到期。

F | 　　英特尔长期以来一直是Bloom Energy的客户，因此这两笔押注都与AI基础设施这一投资主题形成关联。

G | 　　从基本面来看，面对美国局部地区电力供应紧张、电网接入周期长等瓶颈，Bloom Energy的固体氧化物燃料电池系统可以直接部署在数据中心附近，为客户提供相对独立的现场供电方案，正越来越多地被视为传统电网之外的“补充电源”。　　公司第二季度营收首次突破10亿美元大关，同比大增约166%。基于需求持续走强，公司管理层已经将2026年全年营收预期上调至39亿至42亿美元。　　英特尔作为美国政府重仓的芯片股，目前也处于政策红利和技术路线利好持续释放的阶段。公司的18A/14A代工、先进封装、AI推理GPU都处于“有故事可讲”的状态。同时在大股东美国政府的撮合下，苹果、特斯拉等美国本土公司也将英特尔视为美国本土芯片制造的潜在合作伙伴。（文章来源：财联社）。