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“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

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    A 120-hour forecast track probability map for Typhoon Dolphin from 5 pm on August 7 to 5 pm on August 12. Photo: National Meteorological CenterMultiple national departments and local authorities have activated emergency response measures as Typhoon Dolphin, the 13th typhoon of 2026, approaches China's eastern coast, in an effort to safeguard people's lives and property.
China's National Meteorological Center (NMC) continued to issue a yellow alert for Typhoon Dolphin at 6 pm on Friday. As of 5 pm, the center of the typhoon was about 730 kilometers east of Wenzhou of East China's Zhejiang Province. It was packing maximum sustained winds of 48 meters per second (Level 15) near its center, with a minimum central pressure of 940 hectopascals. According to the NMC's tropical cyclone classification, Dolphin is classified as a severe typhoon.
Dolphin is expected to move westward at a speed of about 15 kilometers per hour while continuing to intensify. It is forecast to enter the East China Sea on Friday night and make landfall along the coast from Zhejiang Province to northern Fujian Province between Sunday afternoon and Monday morning. After landfall, it is expected to move west-northwestward and gradually weaken, according to the NMC's forecast.
At 6 pm on Friday night, China's Ministry of Water Resources launched a Level IV emergency flood response for Shanghai and the provinces of Jiangsu, Zhejiang, Anhui, Fujian and Jiangxi. The Ministry of Natural Resources activated a Level III marine disaster emergency response for Zhejiang, a level IV response for Shanghai, Jiangsu, and Fujian, and convened a meeting on Friday to coordinate marine and geological disaster prevention and response efforts for Typhoon Dolphin, making comprehensive arrangements for disaster preparedness, the Xinhua News Agency reported on Friday, citing the two ministries.
Coastal provinces have been stepping up preparations as Typhoon Dolphin approaches. According to Xinhua, authorities in Zhejiang Province upgraded emergency responses for Typhoon Dolphin from Level IV to Level III at noon on Friday. Fujian Province also upgraded its emergency response to Level III, according to provincial authorities. 
Typhoon Dolphin is expected to bring strong winds and heavy rainfall to parts of eastern China. According to Xinhua, from Friday to Tuesday, Zhejiang, Fujian, Jiangxi, Jiangsu, Shanghai and Anhui are forecast to receive heavy to torrential rain, raising the risk of flooding in major river basins and smaller rivers. Fujian authorities have also suspended some ferry and passenger transport services and closed tourist attractions in parts of the province as a precaution.
Xu Yinglong, chief forecaster at the NMC, said Typhoon Dolphin is currently being influenced by a combination of the subtropical high, the westerly trough-ridge system and multiple tropical systems, leaving some uncertainty over its track after landfall. Tropical disturbances over the Beibu Gulf and the western Pacific could also affect Dolphin's development and path, according to the official WeChat account of the China Meteorological Administration. 
As Dolphin approaches China's eastern coast, impacts from wind and rain are expected to intensify. Xu said the typhoon could bring stronger localized winds than Typhoon Bavi, the ninth typhoon of this year, while producing heavier and more widespread rainfall, with some areas likely to experience extreme precipitation.
From Friday to Saturday afternoon, waves of 7 to 13 meters are forecast in the East China Sea, while waves of 4 to 6.5 meters are expected in the coastal waters off Zhejiang. The coastal waters off Shanghai and northern Fujian are forecast to see waves of 3 to 4.5 meters. Meanwhile, storm surges of 50 to 120 centimeters are expected along the coast from the Yangtze River estuary to Fuzhou in Fujian Province from Friday afternoon to Saturday afternoon, the Global Times learned from the National Marine Environmental Forecasting Center.
Global Times 
。    　　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。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。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。其中，看涨期权的行权价为50美元，明年6月17日到期。

B | 　　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。　　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。　　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”。

C | 　　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。

D | 　　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）。

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