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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

一 |     　　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。

二 | 　　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。    

    Workers harvest Ottelia acuminata at a planting base at Yong'an Village of Eryuan County in Dali Bai Autonomous Prefecture, southwest China's Yunnan Province, on Oct. 18, 2024.(Photo by Luo Xincai/Xinhua)Under the summer sun, Erhai Lake in southwest China's Yunnan Province glistens thanks to its clear blue water dotted with floating white blossoms. Tourists stroll and cycle around the spot, where limpid waters, lush mountains and blooming flowers combine in weaving a picturesque scene.
The delicate blossom seen floating there is Ottelia acuminata, an aquatic plant endemic to China, which is known to have extremely strict water quality requirements. It demands high water transparency, cleanliness and calcium content, and survives only in unpolluted waters, serving as a reliable natural indicator of aquatic ecological health.
Its large-scale revival vividly testifies to Erhai Lake's remarkable ecological restoration achievements.
China's Ecological and Environmental Code, enacted on Saturday, stipulates nationwide protection and restoration of river and lake ecosystems, providing solid legal support for systematic water ecological governance across the country.
As China advances its Beautiful China initiative, this code is expected to strengthen rule-of-law guarantees for ecological protection and provide fresh impetus for the country's green and low-carbon transition.
In the early 1990s, agricultural pollution worsened Erhai Lake's water quality, causing frequent blue-green algae outbreaks. A severe algae bloom hit the lake in 1996, leaving the water turbid and smelly. As the environment degraded, Ottelia acuminata nearly disappeared from the lake.
Thanks to years of targeted ecological protection and restoration efforts, the lake's water quality has improved steadily, maintaining an excellent Grade II standard from January to June 2026, and creating favorable conditions for the return of Ottelia acuminata.
Official data show that the plant's coverage on Erhai Lake has surged from 90,000 square meters in 2021 to 950,000 square meters in 2026, marking a remarkable ecological recovery.
The improved water environment has also brought tangible economic benefits, turning the lake's ecological advantages into a sustainable industry. From lake ecology to farm cultivation and consumer products, Ottelia acuminata's dual ecological and economic value has been fully realized.
In 2018, environmental worker Zhong Lan noticed the edible plant's great potential for water purification and industrial development. With support from local authorities and Shanghai Jiao Tong University in eastern China, she started a company and built a professional research base in 2024, developing standardized planting techniques that enable high-yield, repeated harvests and offering jobs for local villagers.
Villager Li Xinyuan, who quit Ottelia acuminata cultivation years ago due to low profits, resumed planting in 2023 and earns a stable monthly salary of 4,500 yuan (about 663 U.S. dollars) at the base.
His fellow villager Du Hongquan earned over 100,000 yuan last year from growing the plant and has more than doubled his planting area this year. "The base takes full charge of sales, so we can plant without any worries," Du said.
Eryuan County, the source of Erhai Lake, now has more than 200 hectares of Ottelia acuminata plantation area, creating numerous jobs yearly. The plant has been developed into a diverse range of products like tea, plant-based coffee and cookies.
"I used to think it was exclusive to Yunnan, but I can try it elsewhere too," said a tourist surnamed Ai after tasting the plant at a hotpot restaurant in Hangzhou, east China's Zhejiang Province.
The beautiful lakeside scenery at Erhai has also boosted local tourism. In 2025, Dali received over 120 million tourist visits, attracting visitors to enjoy lake views and experience local Bai ethnic culture, with 407,000 long-term visitors.
Last month, the State Council issued a plan for building a Beautiful China during the 15th Five-Year Plan period (2026-2030), setting out the overall requirements, targets, key tasks and major projects for comprehensively advancing this initiative.
According to the plan, China will achieve overall improvement in ecological and environmental quality and make significant progress toward building a Beautiful China by 2030, with green production and lifestyles largely established and the carbon peaking target reached on schedule.
。　　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。　　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。

三 | 　　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”。

四 | 　　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。

五 | 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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Published on:05:31:26