[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio8ad9df82":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio8ad9df82","美股POET为什么大涨？","\u002Fdoc\u002Fdcio8ad9df82","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">美股\u003C\u002Fspan>POET\u003Cspan style=\"font-family: DengXian;\">大涨的原因是，首席财务官\u003C\u002Fspan> Thomas Mika \u003Cspan style=\"font-family: DengXian;\">在与\u003C\u002Fspan> Stocktwits \u003Cspan style=\"font-family: DengXian;\">的讨论中称做空者为“蛆虫”。他指责该机构刻意选择在报税日（\u003C\u002Fspan>Tax Day\u003Cspan style=\"font-family: DengXian;\">）之前发布报告，以制造焦虑。此外，美股投资网获悉，美股光通信板块整体走强，\u003C\u002Fspan>POET\u003Cspan style=\"font-family: DengXian;\">涨幅领涨，公司官宣全新光子学合作，加速\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">光学业务转型，其光电子集成平台适配\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">算力通信高增长赛道，业务前景获市场看好，带动其股价大幅飙升。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Wolfpack\u003Cspan style=\"font-family: DengXian;\">（做空机构）指称\u003C\u002Fspan> POET \u003Cspan style=\"font-family: DengXian;\">作为“被动外国投资公司”（\u003C\u002Fspan>PFIC\u003Cspan style=\"font-family: DengXian;\">）的身份将导致一场“税务噩梦”。\u003C\u002Fspan>Mika \u003Cspan style=\"font-family: DengXian;\">对\u003C\u002Fspan> Stocktwits \u003Cspan style=\"font-family: DengXian;\">表示，这一警告完全是“虚张声势（空穴来风）”。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">他解释称，公司目前处于净亏损状态。因此，美国股东根本没有任何需要申报的收益。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">深度解读\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">这段新闻充满了火药味，反映了上市公司在面对“做空报告”时的强硬反击姿态：\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">1. \u003Cspan style=\"font-family: DengXian;\">核心矛盾：税务定性\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Wolfpack \u003Cspan style=\"font-family: DengXian;\">的攻击点：他们利用\u003C\u002Fspan> PFIC\u003Cspan style=\"font-family: DengXian;\">（\u003C\u002Fspan>Passive Foreign Investment Company\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">这一复杂的美国税法概念。如果一家外国公司被定性为\u003C\u002Fspan> PFIC\u003Cspan style=\"font-family: DengXian;\">，美国投资者通常面临极其繁琐的申报义务和更高的税率。\u003C\u002Fspan>Wolfpack \u003Cspan style=\"font-family: DengXian;\">试图以此恐吓散户抛售股票。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">CFO \u003Cspan style=\"font-family: DengXian;\">的反击：\u003C\u002Fspan>Mika \u003Cspan style=\"font-family: DengXian;\">使用了\u003C\u002Fspan> \"Nothing burger\" \u003Cspan style=\"font-family: DengXian;\">这个地道的俚语（指听起来很唬人但实际上毫无实质内容的事物）。他的逻辑非常直接：既然公司还在亏损，股东就没有资本利得或分红，自然也就不存在所谓的“税务噩梦”。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">2. \u003Cspan style=\"font-family: DengXian;\">情绪化的语言（\u003C\u002Fspan>The \"War of Words\"\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\"Maggots\"\u003Cspan style=\"font-family: DengXian;\">（蛆虫）：这是极具侮辱性的词汇。\u003C\u002Fspan>CFO \u003Cspan style=\"font-family: DengXian;\">使用这种表达，旨在通过攻击做空者的道德准则，来削弱其报告的可信度，并激起散户投资者（\u003C\u002Fspan>Stocktwits \u003Cspan style=\"font-family: DengXian;\">社区的主力）的同情。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Timing\u003Cspan style=\"font-family: DengXian;\">（时机）：\u003C\u002Fspan>Mika \u003Cspan style=\"font-family: DengXian;\">认为对方选择在\u003C\u002Fspan> 4 \u003Cspan style=\"font-family: DengXian;\">月\u003C\u002Fspan> 15 \u003Cspan style=\"font-family: DengXian;\">日（美国传统报税截止日）前发布报告是“心理战”，利用股民对税务审计的天然恐惧来制造恐慌性抛售。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">3. \u003Cspan style=\"font-family: DengXian;\">市场背景\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">POET Technologies \u003Cspan style=\"font-family: DengXian;\">是一家光子集成电路开发商。这类高科技研发型公司在盈利前往往非常依赖二级市场融资，因此对做空报告极其敏感。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FP\u002FPOET\u002FPOET.jpg","2026-04-21T19:26:38","2026.04.21","2026\u002F04\u002F21",37420,[22],"POET","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca 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href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":68,"summaryHtml":73,"aboutTitle":74,"aboutHtml":75,"copyrightHtml":76},[44,47,50,53,56,59,62,65],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fplan",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":60,"url":61},"美股课程","\u002Fcol\u002Fvideos",{"label":63,"url":64},"免责声明","\u002Fdisclaimer",{"label":66,"url":67},"联系我们","\u002FContactUs",[69,70,71,72],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]