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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 | The Palestinian people make up one of the largest refugee groups in the world, often forced off their land or pushed to flee amid ongoing conflict in the region, according to the United Nations.They are stateless, their identity not defined by specific borders, but rather tied together by a collective longing for a place to call home. Their existence has long been traded and transferred by different ruling powers throughout their history, leaving their fate hanging in the balance.Palestinians are a diverse, multi-religious and multicultural group of roughly 14 million people internationally who trace their roots back to what is now known as the Israeli-Palestinian region of the Middle East.Many of them no longer remain there, spread across the globe. Those who remain in the Palestinian territory of Gaza have been under blockade, with Israel controlling nearly everything that comes in and out of the region, including food, fuel and people, and Egypt controlling Gaza’s southern border.Palestinians have been described as a "young society," with people between 15 and 29 years old comprising 30% of the population, according to the United Nations Population Fund.Amid the ongoing Israel-Hamas conflict in the Middle East, Palestinians say they have been "dehumanized" and stereotyped amid the international backlash to Hamas' terrorist actions in Israel.In Gaza, at least 1,799 people have been killed in retaliatory strikes by Israel, with an estimated 7,388 more injured, numbers that are expected to climb. At least 1,300 people have been killed and 3,227 others have been injured in Israel from Hamas attacks.Palestinian historians add that the people's long history of being ignored, attacked and displaced has left many misconceptions about the population unaddressed – something they now hope to remedy."As soon as you identify with them as people – as ordinary human beings – you cannot do to them what's now being done to them right now," said Ussama Makdisi, a history professor at the University of California Berkeley.For example, support for the "Free Palestine" or liberation movement has historically been painted as antisemitic. Palestinian historians say this is another misperception.The fight for liberation, Makdisi said, is about being able to "live with dignity and equality, in a political and social and economic environment where they can thrive like any other people."According to the United Nations, 81% of the population in Gaza lives in poverty, with food insecurity plaguing 63% of Gaza citizens. The unemployment rate is 46.6%, and access to clean water and electricity remains at "crisis" levels of inaccessibility, the U.N. states."Liberation means living with equality, which everybody, I think, once they understand that, most people I would say agree with it,” says Makdisi. “It's exactly what we wish for any people in the world, any people."

'Struggle for liberation'

Despite the difficult circumstances facing Palestinians around the world and in Palestinian territories, they love life, added Yousef Munayyer, a Palestinian-American writer and political analyst."People are looking for ways in the most difficult of moments to celebrate the beauty of life, even under oppression," Munayyer said. "This does not make Palestinians unique. It just makes them as human as everybody else."All of the Palestinian scholars with whom ABC News spoke said the Palestinian passion for fighting to be able to live with dignity has stretched beyond the movement for their own people. Palestinians have been a prominent voice in grassroots activism internationally, including the 2020 anti-racism movement that began in the United States and spread overseas.The young population of Palestinians particularly has moved the needle on their community’s involvement in global social movements, historians say. Nassar believes it’s because younger generations believe their international causes are connected, united in dismantling longstanding systems of oppression.

Palestinian resiliency

The Arabic idea of "sumud," or steadfastness, is a key part of how many Palestinians understand their collective identity, according to Maha Nassar, a history and Islamic studies professor at the University of Arizona. It highlights the near-universal call for liberation, freedom and equality among Palestinians existing in a region under constant conflict – a yearning for peace on Palestinian lands.Sumud can manifest in many ways. It could be as simple as proclaiming one's pride in their Palestinian heritage, or as complicated as grassroots organizing in social movements."Palestinians around the world have taken immense pride and gone to great lengths to ensure that their Palestinian culture and identity is not erased, just because their state does not yet exist," said Nassar.。

B | K图 BE_0 　　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。

C | 　　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。

D | 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。

E | 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。　　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。