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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

A |     　　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%。    Great news for Jr NTR fans! Although reports have been doing the rounds from last one month that Jr NTR would resume shooting for his upcoming film, Dragon (tentatively titled), things never took off. But according to the latest reports, the actor has resumed shooting for the action entertainer.          Shooting resumes after 4 months     Jr NTR and director Prashanth Neel temporarily halted the shooting around August, partially because of the actor’s injury. Jr NTR also reportedly requested script revisions and improvements, wanting to ensure the film’s success after War 2's lukewarm response. The actor believes that with script overhauls and potential re-shoots, they can meet the expectations of the fans and audiences. He wants to further elevate the script and his character arc, even if it means re-shooting some portions, demonstrating his dedication for the film. While Neel was revising the script, Jr NTR utilized the time to build a toned and ripped body that’s needed for one of the shades in his character. With both the actor and director now convinced creatively on the script and are focused on creating a visually stunning epic, the film’s new schedule has resumed in Ramoji Film City in Hyderabad on Saturday.                    Dragon release to be pushed?     A source from the film unit informs, “The makers commenced shooting an action episode featuring NTR and other support cast. The schedule is expected to continue till the end of the month.” Initially, the film is slated for June 2026 release, but the unexpected 4 months delay has pushed the makers to lookout for alternate dates. According to sources, director Prashanth Neel is eyeing 2026 Dasara festive season. Moreover, with the film reportedly being made in two parts, Jr NTR wants to release the first instalment at the earliest. Based on the response, he will take a call on the second part.Also Read: Jr NTR to Get a Stylish Makeover for Dragon; Sparks Fan Frenzy。
　　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。

B | 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。

C | 　　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。　　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。

D | 　　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%。

E | 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。

F | 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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Published on:01:52:05