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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 |     The USS Carney, a U.S. Navy guided-missile destroyer in the northern Red Sea, on Thursday shot down multiple missiles and drones launched by Iranian-backed Houthis in Yemen that the Pentagon said were potentially headed toward targets in Israel.It is the first time in recent memory that a U.S. Navy ship in the Middle East has engaged missiles and drones that were not directly aimed at the vessel.It's also the first U.S. military action taken to defend Israel in the current crisis and with the U.S. and other countries trying to contain the conflict between Israel and Hamas, the possibility that an Iranian-backed proxy group fired missiles and drones at Israel is sure to increase growing regional tensions.The ship was in the northern Red Sea on Thursday evening local time when it intercepted three land attack cruise missiles and several drones, Pentagon spokesman Brig. Gen. Pat Ryder said at a press briefing. U.S. officials told ABC News that the Carney had brought down eight drones launched by the Houthis.The preliminary U.S. assessment was that the USS Carney was not the target of any of the Houthi missiles or drones, according to multiple U.S. officials."We cannot say for certain what these missiles and drones were targeting but they were launched from Yemen heading north along the Red Sea potentially to targets in Israel," said Ryder who added that information about the engagements was still being processed.It’s unclear from where the Houthi militia's missiles were fired but they were headed in a northerly direction, an official said.The Houthis are an Iranian-backed Shiite movement that has seized control over much of northern Yemen and has been at war with recent years while Yemen has been at war with a Saudi-led coalition since 2015.As part of that conflict, the Houthis have launched missiles and drones deep into Saudi Arabia, but it appears that the missiles intercepted on Thursday were not aimed at targets inside Saudi Arabia.Last week, Houthi leader Abdel-Malek al-Houthi was quoted as saying that if the U.S. directly intervened in the Gaza conflict his group would respond by firing drones and missiles, and take other military options."There are red lines when it comes to Gaza," he said.Thursday's incident occurred during the early evening hours (local time) when the missiles and drones were detected moving northward above the waters of the Red Sea.The missiles fired by the Houthis were engaged by SM2 missiles carried aboard the USS Carney, a U.S. official told ABC News. No information was released about what weapons platform aboard the Carney brought down the 8 drones.Brig. Gen. Ryder told reporters that the intercepts had taken place over water and not land. No sailors aboard the ship were harmed according to a U.S. official.The United States has boosted its military presence in the region since the start of the Israel-Hamas war nearly two weeks ago.The USS Carney is part of the USS Gerald R. Ford carrier strike group that was deployed to the eastern Mediterranean to deter Iran and Hezbollah from joining the Israel-Hamas war. Defense Secretary Lloyd Austin recently extended the deployment of the Ford strike group so it can remain in the eastern Mediterranean and had ordered the deployment of additional fighter aircraft to U.S. airbases in the region.To increase U.S. deterrence of an expansion in the conflict the Ford will soon be joined in the eastern Mediterranean by the USS Dwight D. Eisenhower carrier strike group that left Norfolk, Virginia on Saturday and could arrive in the region over the next 7 to 10 days."By posturing these U.S. naval assets and advanced fighter aircraft in the region, we aim to send a strong message intended to deter a wider conflict to bolster regional stability and of course to make it clear that we will protect and defend our national security interests," Ryder told reporters Thursday.The USS Carney had just transited into the Red Sea through the Suez Canal on Wednesday which is why the destroyer was still located in the northern stretch of that body of water that borders, Egypt, Egypt's Sinai Peninsula, Sudan, Saudi Arabia, and Yemen.The missile shot down by the USS Carney will bolster the deterrence in the region and demonstrate that the show of force is serious stuff, a senior U.S. official told ABC News.The risk to U.S. forces and U.S. interests in the region has increased particularly in the wake of a deadly explosion at a hospital in Gaza earlier this week that inflamed regional tensions.On Wednesday, three drones were shot down by U.S. military forces as they neared bases in western and northern Iraq, another drone was shot down near U.S. forces in eastern Syria on Thursday.A U.S. contractor sheltering in place at one of the bases in Iraq died of a cardiac arrest in one of the incidents.Al Asad airbase in western Iraq experienced indirect fire on Thursday according to a U.S. official.The Carney's shootdown of Houthi missiles opens up the possibility that the U.S. Navy may have to position more ships in the Red Sea if the U.S. commits to protecting Israel from a southern attack said Steve Ganyard, an ABC News contributor and a former Pentagon official."The larger concern is if Iran now considers U.S. ships fair game," said Ganyard. "Because if the Houthis shoot at a U.S. ship there will be little doubt that it would have been at Tehran’s direction.""That said, there is nothing to suggest, no known reason to believe that Iran wants a fight with the U.S. and/or Israel," said Ganyard. "So, hopefully things calm down."ABC News' Martha Raddatz contributed to this report.。    　　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。

B | 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。

C | 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。

D | 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。

E | 　　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）。

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