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俺是耕天滴

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俺是耕天滴

05-27

现在看真打脸

美债收益率还能到多低？大摩：跌破4%！

俺是耕天滴

2024-11-12

$恒生科技指数(HSTECH)$ 双十一数据扑街了吗？这么个跌法。

俺是耕天滴

2024-11-11

真是不怕监管啊，头铁达子

英伟达CEO黄仁勋宣布与联想合作，为企业客户带来巨大机会

俺是耕天滴

2024-10-30

不太可能，估计最多20%

俺是耕天滴

2024-10-29

$网易(NTES)$ 都来抄底吧，不然看那几个大财报可太无聊

俺是耕天滴

2024-10-29

没多少人看好他的财报，软哥这么软不是没有原因的

俺是耕天滴

2024-10-29

137要是破了就直奔130以下了，达子心里苦啊

俺是耕天滴

2024-10-29

他当不当总统都赢大发了

俺是耕天滴

2024-10-28

$英伟达(NVDA)$ 105还能买到，别都留在手里啦。

俺是耕天滴

2024-10-28

游戏部门怎么了？

俺是耕天滴

2024-10-26

股价体现的是预期，增长超预期就有了未来股价上涨的基础，反之同理。

抱歉，原内容已删除

俺是耕天滴

2024-10-26

Replying to @科迪勒拉:已经关注股神//@科迪勒拉:哈哈，有人曾认为我是“营销号”，见QS文章下面的评论，也有人说我是SAVA的庄托。请问你看我像不像这样的坏人？//@俺是耕天滴:答主是传说中的庄家还是默默的股神？这种分散化投资小创新股的方法可以复制成功吗？

俺是耕天滴

2024-10-25

答主是传说中的庄家还是默默的股神？这种分散化投资小创新股的方法可以复制成功吗？

俺是耕天滴

2024-10-25

信仰[真香]

俺是耕天滴

2024-10-19

$微软(MSFT)$ 问下大家，都跑了吗

俺是耕天滴

2024-10-18

$NVDL 20241018 85.0 CALL$ 无惊无险

俺是耕天滴

2024-10-18

$NVDA 20241018 149.0 CALL$ 无惊无险 [开心]

俺是耕天滴

2024-10-17

$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ 这个ETF损耗有点大啊，NVDA马上要到前期高点140.76，它距离前高91块多还有近20%差距。

俺是耕天滴

2024-10-11

垃圾市场就是垃圾市场

股价暴涨1345%！强邦新材主板上市，为国内第二大印刷版材商

俺是耕天滴

2024-10-11

2024.10.11 复盘笔记 by 俺是耕天滴

2024-10-11 成本现价浮动收益 Vanguard标普500ETF(VOO) 515.07 528.85 +2.67% 每周买入2股，为什么要打这么多字，我只是做个笔记 sh

2024.10.11 复盘笔记 by 俺是耕天滴

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15:22","market":"us","language":"zh","title":"美债收益率还能到多低？大摩：跌破4%！","url":"https://stock-news.laohu8.com/highlight/detail?id=2514842334","media":"华尔街见闻","summary":"分析师表示，自特朗普当选以来，导致去年9月以来收益率走高的诸多因素几乎都已逆转。除了通胀因素，政府开支的潜在削减也对美债收益率构成下行压力。如果市场对美联储降息的预期增强，那么美债收益率就有进一步下行的空间。","content":"<html><head></head><body><p>美国国债收益率近期跌破重要技术支撑位，逼近200日移动平均线。自特朗普当选以来，导致去年9月以来收益率走高的诸多因素几乎都已逆转，唯独美联储的“魔咒”仍在持续。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>认为，美国国债收益率与市场隐含的联邦基金利率谷底高度相关，利率还有进一步下探的空间。如果市场隐含的联邦基金利率谷底从目前的3.65%附近回落至2024年10月的3.25%，那么10年期美国国债收益率可能会跌破4.00%。</p><h2 id=\"id_4007869109\">多重因素逆转，唯“鹰”声依旧</h2><p>摩根士丹利在2月26日的报告中表示，自去年9月以来，买方罢工、动量驱动的久期削减、宏观基金的通货再膨胀交易以及美联储的鹰派转向，共同催化了收益率的走高。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/20e489b3098a2fda6de7ce8dc54653c8\" tg-width=\"1201\" tg-height=\"635\"/></p><p>然而，在特朗普正式就职后，这些因素几乎全部逆转：买方罢工结束，动量驱动型抛售转变为动量驱动型买入，宏观基金也开始质疑其通货再膨胀交易。这背后，部分原因是特朗普移民政策对经济增长带来负面影响，以及政府效率部（DOGE）削减开支的消息。</p><p>但与总统大选前相比，联邦公开市场委员会（FOMC）参与者的言论仍然偏鹰派。市场定价也印证了这一观点，市场隐含的联邦基金利率谷底仍高于12月FOMC会议前的水平。</p><p><strong>除了通胀因素，政府开支的潜在削减也对美债收益率构成下行压力。</strong></p><p>摩根士丹利指出，投资者越来越关注政府部门效率（DOGE）可能带来的成本削减。通过监测一篮子与联邦开支相关的股票表现，可以发现市场对政府开支削减的预期正在升温。如果这种预期蔓延到利率市场，那么中性利率的市场定价可能会面临下行风险。</p><h2 id=\"id_3176162179\">美债收益率还有进一步下行空间</h2><p>摩根士丹利表示，市场对联邦基金利率谷底的定价与长期国债收益率息息相关。市场隐含的联邦基金利率谷底与10年期美国国债收益率之间存在正相关关系。</p><p>换句话说，市场认为美联储最终会将利率降到多低，直接影响着美债的定价。<strong>如果市场对美联储降息的预期增强，那么美债收益率就有进一步下行的空间。</strong></p><p>根据该行分析师的测算：</p><blockquote><p>如果市场隐含的联邦基金利率谷底回落至选举后的低点3.40%（-25个基点），10年期美国国债收益率可能会从4.30%再下降21个基点，达到4.09%。</p><p>如果市场隐含的联邦基金利率谷底回落至10月中旬的3.25%（-40个基点），10年期美国国债收益率可能会从4.30%再下降33个基点，跌破4.00%。</p></blockquote><p>分析师目前预计，本周五公布的核心PCE通胀率将达到2.58%的同比新低，并在接下来的几个月里大幅下降。</p><p>这一路径与其对6月降息的预测相符——市场目前对这一事件的可能性估计约为50%。此外，市场对5月降息的可能性估计要低得多（约20%）。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美债收益率还能到多低？大摩：跌破4%！</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美债收益率还能到多低？大摩：跌破4%！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-27 15:22 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3741994><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国国债收益率近期跌破重要技术支撑位，逼近200日移动平均线。自特朗普当选以来，导致去年9月以来收益率走高的诸多因素几乎都已逆转，唯独美联储的“魔咒”仍在持续。摩根士丹利认为，美国国债收益率与市场隐含的联邦基金利率谷底高度相关，利率还有进一步下探的空间。如果市场隐含的联邦基金利率谷底从目前的3.65%附近回落至2024年10月的3.25%，那么10年期美国国债收益率可能会跌破4.00%。多重因素...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3741994\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eb7789abffef4e8a7ef6093738b6ad06","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3741994","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2514842334","content_text":"美国国债收益率近期跌破重要技术支撑位，逼近200日移动平均线。自特朗普当选以来，导致去年9月以来收益率走高的诸多因素几乎都已逆转，唯独美联储的“魔咒”仍在持续。摩根士丹利认为，美国国债收益率与市场隐含的联邦基金利率谷底高度相关，利率还有进一步下探的空间。如果市场隐含的联邦基金利率谷底从目前的3.65%附近回落至2024年10月的3.25%，那么10年期美国国债收益率可能会跌破4.00%。多重因素逆转，唯“鹰”声依旧摩根士丹利在2月26日的报告中表示，自去年9月以来，买方罢工、动量驱动的久期削减、宏观基金的通货再膨胀交易以及美联储的鹰派转向，共同催化了收益率的走高。然而，在特朗普正式就职后，这些因素几乎全部逆转：买方罢工结束，动量驱动型抛售转变为动量驱动型买入，宏观基金也开始质疑其通货再膨胀交易。这背后，部分原因是特朗普移民政策对经济增长带来负面影响，以及政府效率部（DOGE）削减开支的消息。但与总统大选前相比，联邦公开市场委员会（FOMC）参与者的言论仍然偏鹰派。市场定价也印证了这一观点，市场隐含的联邦基金利率谷底仍高于12月FOMC会议前的水平。除了通胀因素，政府开支的潜在削减也对美债收益率构成下行压力。摩根士丹利指出，投资者越来越关注政府部门效率（DOGE）可能带来的成本削减。通过监测一篮子与联邦开支相关的股票表现，可以发现市场对政府开支削减的预期正在升温。如果这种预期蔓延到利率市场，那么中性利率的市场定价可能会面临下行风险。美债收益率还有进一步下行空间摩根士丹利表示，市场对联邦基金利率谷底的定价与长期国债收益率息息相关。市场隐含的联邦基金利率谷底与10年期美国国债收益率之间存在正相关关系。换句话说，市场认为美联储最终会将利率降到多低，直接影响着美债的定价。如果市场对美联储降息的预期增强，那么美债收益率就有进一步下行的空间。根据该行分析师的测算：如果市场隐含的联邦基金利率谷底回落至选举后的低点3.40%（-25个基点），10年期美国国债收益率可能会从4.30%再下降21个基点，达到4.09%。如果市场隐含的联邦基金利率谷底回落至10月中旬的3.25%（-40个基点），10年期美国国债收益率可能会从4.30%再下降33个基点，跌破4.00%。分析师目前预计，本周五公布的核心PCE通胀率将达到2.58%的同比新低，并在接下来的几个月里大幅下降。这一路径与其对6月降息的预测相符——市场目前对这一事件的可能性估计约为50%。此外，市场对5月降息的可能性估计要低得多（约20%）。","news_type":1,"symbols_score_info":{"GOVT":1.1,"TLT":1.1,"ZNmain":1.1}},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370228644606224,"gmtCreate":1731390845013,"gmtModify":1731393689658,"author":{"id":"3502783698654092","authorId":"3502783698654092","name":"俺是耕天滴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3502783698654092","authorIdStr":"3502783698654092"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$&nbsp;</a>&nbsp; 双十一数据扑街了吗？这么个跌法。","listText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$&nbsp;</a>&nbsp; 双十一数据扑街了吗？这么个跌法。","text":"$恒生科技指数(HSTECH)$ 双十一数据扑街了吗？这么个跌法。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/370228644606224","isVote":1,"tweetType":1,"viewCount":2228,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"content":"格局太小了，我来告诉你原因： 首先，特朗普上台，外贸崩。然后美联储降息暂停，人民币崩，最后美元升值内需崩。而我国说：要解决地方债……. 头疼医脚。","text":"格局太小了，我来告诉你原因： 首先，特朗普上台，外贸崩。然后美联储降息暂停，人民币崩，最后美元升值内需崩。而我国说：要解决地方债……. 头疼医脚。","html":"格局太小了，我来告诉你原因： 首先，特朗普上台，外贸崩。然后美联储降息暂停，人民币崩，最后美元升值内需崩。而我国说：要解决地方债……. 头疼医脚。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369862608171144,"gmtCreate":1731316080474,"gmtModify":1731316081806,"author":{"id":"3502783698654092","authorId":"3502783698654092","name":"俺是耕天滴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3502783698654092","authorIdStr":"3502783698654092"},"themes":[],"htmlText":"真是不怕监管啊，头铁达子","listText":"真是不怕监管啊，头铁达子","text":"真是不怕监管啊，头铁达子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369862608171144","repostId":"1117961888","repostType":2,"repost":{"id":"1117961888","kind":"news","weMediaInfo":{"introduction":"为您提供最新股市深度内容和观点","home_visible":1,"media_name":"华尔街洞察","id":"1020552876","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1731292310,"share":"https://www.laohu8.com/m/news/1117961888?lang=&edition=full","pubTime":"2024-11-11 10:31","market":"us","language":"zh","title":"英伟达CEO黄仁勋宣布与联想合作，为企业客户带来巨大机会","url":"https://stock-news.laohu8.com/highlight/detail?id=1117961888","media":"华尔街洞察","summary":"要点$英伟达$与联想合作，为企业客户提供定制化解决方案。此举将进一步推动英伟达的芯片销售增长。在人工智能市场蓬勃发展的背景下，英伟达的CEO黄仁勋近期宣布了一项与联想的新合作，旨在加速企业领域的销售。通过与联想合作，英伟达将进军更多的企业客户，提供“联想英伟达混合AI优势”平台，为各类企业提供定制AI解决方案，从而降低收入风险并扩展客户群。与此同时，英伟达的旗舰AI芯片销售依然强劲，需求有增无减。","content":"<p><strong>要点</strong></p><ul style=\"\"><li><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>与联想合作，为企业客户提供定制化解决方案。</p></li><li><p>新平台将引入“自主AI”技术。</p></li><li><p>此举将进一步推动英伟达的芯片销售增长。</p></li></ul><p>在人工智能（AI）市场蓬勃发展的背景下，英伟达的CEO黄仁勋近期宣布了一项与联想的新合作，旨在加速企业领域的销售。这项合作不仅提升了英伟达在技术创新方面的优势，还为其业务发展开辟了重要的新方向。</p><p><strong>扩大英伟达的市场份额</strong></p><p>英伟达的收入主要来自<a href=\"https://laohu8.com/S/MSFT\">微软</a>、Meta和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>等科技巨头，它们依靠英伟达的硬件来支持其AI产品。然而，这种收入来源的集中性也带来了风险：如果这些公司选择自研芯片或转向AMD，英伟达可能会失去大量客户。通过与联想合作，英伟达将进军更多的企业客户，提供“联想英伟达混合AI优势”平台，为各类企业提供定制AI解决方案，从而降低收入风险并扩展客户群。</p><p><strong>引领“自主AI”技术</strong></p><p>此次推出的“自主AI”技术是合作的一大亮点。与目前的生成式AI相比，自主AI具有更高的执行能力，能够在复杂环境中做出合理决策并自主完成任务。例如，一款自主AI营销工具不仅能够规划完整的营销方案，还可以自动执行并实时优化，从而帮助企业大幅提升效率并降低成本。</p><p><strong>未来展望</strong></p><p>尽管自主AI的应用尚在起步阶段，但其潜力巨大，如果能够顺利实现，将为英伟达带来可观的收入增长。与此同时，英伟达的旗舰AI芯片销售依然强劲，需求有增无减。尽管市场上有竞争对手不断赶超，但英伟达凭借其领先的技术和强大的客户基础，短期内仍将占据市场主导地位。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达CEO黄仁勋宣布与联想合作，为企业客户带来巨大机会</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达CEO黄仁勋宣布与联想合作，为企业客户带来巨大机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020552876\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街洞察 </p>\n<p class=\"h-time\">2024-11-11 10:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><strong>要点</strong></p><ul style=\"\"><li><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>与联想合作，为企业客户提供定制化解决方案。</p></li><li><p>新平台将引入“自主AI”技术。</p></li><li><p>此举将进一步推动英伟达的芯片销售增长。</p></li></ul><p>在人工智能（AI）市场蓬勃发展的背景下，英伟达的CEO黄仁勋近期宣布了一项与联想的新合作，旨在加速企业领域的销售。这项合作不仅提升了英伟达在技术创新方面的优势，还为其业务发展开辟了重要的新方向。</p><p><strong>扩大英伟达的市场份额</strong></p><p>英伟达的收入主要来自<a href=\"https://laohu8.com/S/MSFT\">微软</a>、Meta和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>等科技巨头，它们依靠英伟达的硬件来支持其AI产品。然而，这种收入来源的集中性也带来了风险：如果这些公司选择自研芯片或转向AMD，英伟达可能会失去大量客户。通过与联想合作，英伟达将进军更多的企业客户，提供“联想英伟达混合AI优势”平台，为各类企业提供定制AI解决方案，从而降低收入风险并扩展客户群。</p><p><strong>引领“自主AI”技术</strong></p><p>此次推出的“自主AI”技术是合作的一大亮点。与目前的生成式AI相比，自主AI具有更高的执行能力，能够在复杂环境中做出合理决策并自主完成任务。例如，一款自主AI营销工具不仅能够规划完整的营销方案，还可以自动执行并实时优化，从而帮助企业大幅提升效率并降低成本。</p><p><strong>未来展望</strong></p><p>尽管自主AI的应用尚在起步阶段，但其潜力巨大，如果能够顺利实现，将为英伟达带来可观的收入增长。与此同时，英伟达的旗舰AI芯片销售依然强劲，需求有增无减。尽管市场上有竞争对手不断赶超，但英伟达凭借其领先的技术和强大的客户基础，短期内仍将占据市场主导地位。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117961888","content_text":"要点英伟达与联想合作，为企业客户提供定制化解决方案。新平台将引入“自主AI”技术。此举将进一步推动英伟达的芯片销售增长。在人工智能（AI）市场蓬勃发展的背景下，英伟达的CEO黄仁勋近期宣布了一项与联想的新合作，旨在加速企业领域的销售。这项合作不仅提升了英伟达在技术创新方面的优势，还为其业务发展开辟了重要的新方向。扩大英伟达的市场份额英伟达的收入主要来自微软、Meta和亚马逊等科技巨头，它们依靠英伟达的硬件来支持其AI产品。然而，这种收入来源的集中性也带来了风险：如果这些公司选择自研芯片或转向AMD，英伟达可能会失去大量客户。通过与联想合作，英伟达将进军更多的企业客户，提供“联想英伟达混合AI优势”平台，为各类企业提供定制AI解决方案，从而降低收入风险并扩展客户群。引领“自主AI”技术此次推出的“自主AI”技术是合作的一大亮点。与目前的生成式AI相比，自主AI具有更高的执行能力，能够在复杂环境中做出合理决策并自主完成任务。例如，一款自主AI营销工具不仅能够规划完整的营销方案，还可以自动执行并实时优化，从而帮助企业大幅提升效率并降低成本。未来展望尽管自主AI的应用尚在起步阶段，但其潜力巨大，如果能够顺利实现，将为英伟达带来可观的收入增长。与此同时，英伟达的旗舰AI芯片销售依然强劲，需求有增无减。尽管市场上有竞争对手不断赶超，但英伟达凭借其领先的技术和强大的客户基础，短期内仍将占据市场主导地位。","news_type":1,"symbols_score_info":{"00992":1,"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":1173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365717418770736,"gmtCreate":1730286904427,"gmtModify":1730286906313,"author":{"id":"3502783698654092","authorId":"3502783698654092","name":"俺是耕天滴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3502783698654092","authorIdStr":"3502783698654092"},"themes":[],"htmlText":"不太可能，估计最多20%","listText":"不太可能，估计最多20%","text":"不太可能，估计最多20%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365717418770736","isVote":1,"tweetType":1,"viewCount":1681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365223531630728,"gmtCreate":1730200723159,"gmtModify":1730200724779,"author":{"id":"3502783698654092","authorId":"3502783698654092","name":"俺是耕天滴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3502783698654092","authorIdStr":"3502783698654092"},"themes":[],"htmlText":"<a 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CALL\">$NVDA 20241018 149.0 CALL$</a> 无惊无险 [开心]&nbsp;&nbsp;","text":"$NVDA 20241018 149.0 CALL$ 无惊无险 [开心]","images":[{"img":"https://static.tigerbbs.com/2dcccf80c32978746ad7189bd199c4f9","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361391104471104","isVote":1,"tweetType":1,"viewCount":1286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":360977640665104,"gmtCreate":1729164821546,"gmtModify":1729164823496,"author":{"id":"3502783698654092","authorId":"3502783698654092","name":"俺是耕天滴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3502783698654092","authorIdStr":"3502783698654092"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDL\">$GraniteShares 2x Long NVDA Daily ETF(NVDL)$&nbsp;</a>&nbsp; 这个ETF损耗有点大啊，NVDA马上要到前期高点140.76，它距离前高91块多还有近20%差距。","listText":"<a href=\"https://laohu8.com/S/NVDL\">$GraniteShares 2x Long NVDA Daily ETF(NVDL)$&nbsp;</a>&nbsp; 这个ETF损耗有点大啊，NVDA马上要到前期高点140.76，它距离前高91块多还有近20%差距。","text":"$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ 这个ETF损耗有点大啊，NVDA马上要到前期高点140.76，它距离前高91块多还有近20%差距。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/360977640665104","isVote":1,"tweetType":1,"viewCount":2608,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3502783698654092","authorId":"3502783698654092","name":"俺是耕天滴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"idStr":"3502783698654092","authorIdStr":"3502783698654092"},"content":"是的，这类杠杆ETF更适合单边行情，震荡行情损耗很高，杠杆越高损耗也越大。","text":"是的，这类杠杆ETF更适合单边行情，震荡行情损耗很高，杠杆越高损耗也越大。","html":"是的，这类杠杆ETF更适合单边行情，震荡行情损耗很高，杠杆越高损耗也越大。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358700918853904,"gmtCreate":1728613759881,"gmtModify":1728614179701,"author":{"id":"3502783698654092","authorId":"3502783698654092","name":"俺是耕天滴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3502783698654092","authorIdStr":"3502783698654092"},"themes":[],"htmlText":"垃圾市场就是垃圾市场","listText":"垃圾市场就是垃圾市场","text":"垃圾市场就是垃圾市场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358700918853904","repostId":"2474089588","repostType":2,"repost":{"id":"2474089588","kind":"highlight","pubTimestamp":1728611885,"share":"https://www.laohu8.com/m/news/2474089588?lang=&edition=full","pubTime":"2024-10-11 09:58","market":"us","language":"zh","title":"股价暴涨1345%！强邦新材主板上市，为国内第二大印刷版材商","url":"https://stock-news.laohu8.com/highlight/detail?id=2474089588","media":"格隆汇","summary":"境外销售占比较高","content":"<html><body><p>在9月30日<a href=\"https://laohu8.com/S/301618\">长联科技</a>上市后，今天深交所又迎来一家新股上市。</p><p>格隆汇获悉，10月11日，安徽<a href=\"https://laohu8.com/S/001279\">强邦新材</a>料股份有限公司(以下简称“强邦新材”)在深主板上市，保荐人为<a href=\"https://laohu8.com/S/600837\">海通证券</a>。</p><p>强邦新材（001279）发行价格9.68元/股，发行市盈率为17.54倍，低于31.55倍的行业市盈率。截止到发稿时间，其股价暴涨超1345%，最新市值超223亿元。</p><p>最近大A新股行情火爆，长联科技在创业板上市首日大涨超17倍，<a href=\"https://laohu8.com/S/301551\">无线传媒</a>、<a href=\"https://laohu8.com/S/688615\">合合信息</a>等次新股也表现活跃。再加上新股在上市初期，流通股本较少，容易受到资金炒作。在此背景下，强邦新材上市首日收涨也在情理之中。</p><p>作为国内规模最大的印刷版材制造商之一，强邦新材具有一定的规模优势，但近几年公司业绩存在波动，且境外销售占比较高，面临着汇率波动风险。</p><p>按本次发行价格及4000万股的新股发行数量计算，强邦新材募集资金总额预计为3.87亿元，明显低于6.68亿元的拟募集资金。本次IPO募集资金将用于环保印刷版材产能扩建项目、研发中心建设项目、智能化技术改造项目、偿还银行贷款及补充流动资金。</p><p><img src=\"https://img3.gelonghui.com/cd834-69ff00d6-3952-4ad6-8ebc-10d0083abfe1.png?guru_height=241&amp;guru_width=834\"/></p><p>募资使用情况，图片来源：招股书</p><p><b>01</b></p><p><b>安徽宣城走出一家印刷版材IPO</b></p><p>强邦新材来自安徽省宣城市，2010年成立，并于2021年整体变更为股份公司。</p><p>公司主要从事印刷版材的研发、生产与销售，据中国印刷及设备器材工业协会印刷器材分会出具的说明，强邦新材报告期内销售规模一直居于国内第二、全球前五。</p><p>股权结构方面，本次发行前，强邦新材的实际控制人郭良春家族成员（郭良春、王玉兰夫妇及其子郭俊成和郭俊毅）合计持有公司89.40%的股份。上市后，郭良春家族持有公司的股份比例合计为 67.05%。</p><p>郭良春是个60后，高中学历，长江商学院高级管理人员工商管理硕士（EMBA）在读。他曾任温州力邦制革有限公司副总经理、上海强邦执行董事兼总经理等职务，如今是强邦新材的董事长。</p><p>郭俊成是个80后，拥有硕士学位，曾担任上海强邦副总经理，目前还担任邑兆实业监事、主爵贸易执行董事、上海甚龙监事等职务，同时还是强邦新材的董事兼总经理。</p><p>强邦新材成立以来始终专注于感光材料的研发及其在印刷版材方面的应用，已建立完善的印刷版材产品体系。公司主要产品包括胶印版材和柔性版材，其中胶印版材主要有热敏CTP版材、UV-CTP版材等，柔性版材主要有传统型柔性感光树脂版、数码型柔性感光树脂版等。</p><p>按业务类别划分，2021年至2023年，胶印板材产品的营收占比在95%以上，是公司的重要收入来源，柔性板材的营收占比相对较低。</p><p><img src=\"https://img3.gelonghui.com/772f1-45fe0116-2240-47ac-955c-562c5103b93e.png?guru_height=211&amp;guru_width=849\"/></p><p>公司主营业务收入按业务类别，图片来源：招股书</p><p>胶印系平版印刷方式的一种，其印版的油墨经过橡皮布转印在承印物上，属于间接印刷，而凸版印刷、凹版印刷、丝网印刷等其他印刷方式属于直接印刷。强邦新材的胶印版材厚度一般为0.10mm至0.40mm，在薄薄的铝基板上完成感光材料涂覆，并保证版材质量稳定、高还原度和清晰度。</p><p>公司还自主研发了柔性版材，有效掌握了从材料到配方再到生产工艺的全部自主知识产权，成为国内少数具备柔性版材生产能力的企业之一，突破了外资在柔性版材方面的垄断。</p><p>强邦新材的产品广泛应用于印刷书籍报刊、画册说明书、瓦楞纸箱、食品包装盒（袋）、药品包装物、不干胶标签等多种印刷品。</p><p><img src=\"https://img3.gelonghui.com/1710c-c7391da6-1cf9-44a2-bc44-3472830ed600.png?guru_height=652&amp;guru_width=864\"/></p><p>业绩方面，2021年、2022年、2023年（简称“报告期”），强邦新材实现营业收入分别约15.03亿元、15.88亿元、14.25亿元，净利润分别约7046.70万元、9889.16万元、9351.38万元，公司业绩存在波动，其中2023年受胶印版材产品单价下降及境外市场需求不及预期影响，营业收入有所下降。</p><p>经初步测算，公司2024年1-9月营业收入约10.69亿元至12.08亿元，同比变动1.69%至14.92%，归属于母公司股东的净利润为6850万元至7690万元，同比变动-2.92%至8.98%。 </p><p>报告期内，强邦新材的综合业务毛利率分别为11.48%、12.72%、13.17%，其中2021年低于新图新材。</p><p>公司在招股书中表示，同行公司新图新材综合业务毛利率远高于同行业水平，因其主要依赖与已有客户群体的长期合作关系，境内销售以直接销售为主，直销模式下产生的销售费用较多，保持较高的毛利率。</p><p><img src=\"https://img3.gelonghui.com/76469-23661efc-0da5-40b4-aa46-1696fdfef774.png?guru_height=301&amp;guru_width=852\"/></p><p>公司与同行业可比公司综合业务毛利率对比情况，图片来源：招股书</p><p>强邦新材的产品销售以经销模式为主，公司主营业务中来自经销模式的销售收入占主营业务收入的比例超过98%，占比较大，未来如果公司对经销商不能实施持续有效的管理，或与经销商的合作关系恶化，可能会影响公司的经营业绩和品牌形象。</p><p><b>02</b></p><p><b>研发费用率低于同行均值</b></p><p>强邦新材所处的印刷版材行业经过多年发展，已形成以优势企业为主导的竞争格局。目前，全球印刷版材市场主要由日本富士胶片、美国柯达公司、比利时爱克发三大国际厂商以及强邦新材、乐凯华光两大国内领头企业占据。</p><p>随着行业竞争格局的不断变化，对技术人才的争夺必将日趋激烈。且由于各行业环保要求的提高，绿色环保型印刷材料将成为印刷产业未来发展的主要方向，而这也对强邦新材的技术研发、资源配置能力提出了更高的要求。</p><p>报告期内，强邦新材的研发费用占营业收入的比例分别为3.23%、3.45%、3.41%，低于同行业可比公司平均值，公司称由于其收入规模高于同行业可比公司，因此导致其研发费用占收入比例相对较低。</p><p><img src=\"https://img3.gelonghui.com/e714c-5d490c85-ff1e-4212-a5bd-8fb3580e6a73.png?guru_height=303&amp;guru_width=850\"/></p><p>公司研发费用占营业收入的比例与同行业可比公司比较情况，图片来源：招股书</p><p>经过多年发展，强邦新材已在全国各省市建立了销售网络，并逐步由国内走向全球，在欧洲、东亚、东南亚等地区建立了销售服务体系，其产品不仅在国内销售，还销往境外60多个国家和地区。</p><p>报告期内，公司境外销售收入占主营业务收入的比例分别为40.85%、46.26%和42.28%，境外销售占比较高。而近年来全球经济与国际环境日趋复杂，不稳定性和不确定性增加，未来如果出口地的贸易政策或外汇汇率发生变化，可能会影响公司的外销收入。</p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>股价暴涨1345%！强邦新材主板上市，为国内第二大印刷版材商</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n股价暴涨1345%！强邦新材主板上市，为国内第二大印刷版材商\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-11 09:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/1143482><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在9月30日长联科技上市后，今天深交所又迎来一家新股上市。格隆汇获悉，10月11日，安徽强邦新材料股份有限公司(以下简称“强邦新材”)在深主板上市，保荐人为海通证券。强邦新材（001279）发行价格9.68元/股，发行市盈率为17.54倍，低于31.55倍的行业市盈率。截止到发稿时间，其股价暴涨超1345%，最新市值超223亿元。最近大A新股行情火爆，长联科技在创业板上市首日大涨超17倍，无线传媒...</p>\n\n<a href=\"https://www.gelonghui.com/p/1143482\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img2.gelonghui.com/8122d-1ead2119-354b-4e43-a185-ddc15ac79697.jpg?guru_height=854&guru_width=1280","relate_stocks":{},"source_url":"https://www.gelonghui.com/p/1143482","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2474089588","content_text":"在9月30日长联科技上市后，今天深交所又迎来一家新股上市。格隆汇获悉，10月11日，安徽强邦新材料股份有限公司(以下简称“强邦新材”)在深主板上市，保荐人为海通证券。强邦新材（001279）发行价格9.68元/股，发行市盈率为17.54倍，低于31.55倍的行业市盈率。截止到发稿时间，其股价暴涨超1345%，最新市值超223亿元。最近大A新股行情火爆，长联科技在创业板上市首日大涨超17倍，无线传媒、合合信息等次新股也表现活跃。再加上新股在上市初期，流通股本较少，容易受到资金炒作。在此背景下，强邦新材上市首日收涨也在情理之中。作为国内规模最大的印刷版材制造商之一，强邦新材具有一定的规模优势，但近几年公司业绩存在波动，且境外销售占比较高，面临着汇率波动风险。按本次发行价格及4000万股的新股发行数量计算，强邦新材募集资金总额预计为3.87亿元，明显低于6.68亿元的拟募集资金。本次IPO募集资金将用于环保印刷版材产能扩建项目、研发中心建设项目、智能化技术改造项目、偿还银行贷款及补充流动资金。募资使用情况，图片来源：招股书01安徽宣城走出一家印刷版材IPO强邦新材来自安徽省宣城市，2010年成立，并于2021年整体变更为股份公司。公司主要从事印刷版材的研发、生产与销售，据中国印刷及设备器材工业协会印刷器材分会出具的说明，强邦新材报告期内销售规模一直居于国内第二、全球前五。股权结构方面，本次发行前，强邦新材的实际控制人郭良春家族成员（郭良春、王玉兰夫妇及其子郭俊成和郭俊毅）合计持有公司89.40%的股份。上市后，郭良春家族持有公司的股份比例合计为 67.05%。郭良春是个60后，高中学历，长江商学院高级管理人员工商管理硕士（EMBA）在读。他曾任温州力邦制革有限公司副总经理、上海强邦执行董事兼总经理等职务，如今是强邦新材的董事长。郭俊成是个80后，拥有硕士学位，曾担任上海强邦副总经理，目前还担任邑兆实业监事、主爵贸易执行董事、上海甚龙监事等职务，同时还是强邦新材的董事兼总经理。强邦新材成立以来始终专注于感光材料的研发及其在印刷版材方面的应用，已建立完善的印刷版材产品体系。公司主要产品包括胶印版材和柔性版材，其中胶印版材主要有热敏CTP版材、UV-CTP版材等，柔性版材主要有传统型柔性感光树脂版、数码型柔性感光树脂版等。按业务类别划分，2021年至2023年，胶印板材产品的营收占比在95%以上，是公司的重要收入来源，柔性板材的营收占比相对较低。公司主营业务收入按业务类别，图片来源：招股书胶印系平版印刷方式的一种，其印版的油墨经过橡皮布转印在承印物上，属于间接印刷，而凸版印刷、凹版印刷、丝网印刷等其他印刷方式属于直接印刷。强邦新材的胶印版材厚度一般为0.10mm至0.40mm，在薄薄的铝基板上完成感光材料涂覆，并保证版材质量稳定、高还原度和清晰度。公司还自主研发了柔性版材，有效掌握了从材料到配方再到生产工艺的全部自主知识产权，成为国内少数具备柔性版材生产能力的企业之一，突破了外资在柔性版材方面的垄断。强邦新材的产品广泛应用于印刷书籍报刊、画册说明书、瓦楞纸箱、食品包装盒（袋）、药品包装物、不干胶标签等多种印刷品。业绩方面，2021年、2022年、2023年（简称“报告期”），强邦新材实现营业收入分别约15.03亿元、15.88亿元、14.25亿元，净利润分别约7046.70万元、9889.16万元、9351.38万元，公司业绩存在波动，其中2023年受胶印版材产品单价下降及境外市场需求不及预期影响，营业收入有所下降。经初步测算，公司2024年1-9月营业收入约10.69亿元至12.08亿元，同比变动1.69%至14.92%，归属于母公司股东的净利润为6850万元至7690万元，同比变动-2.92%至8.98%。 报告期内，强邦新材的综合业务毛利率分别为11.48%、12.72%、13.17%，其中2021年低于新图新材。公司在招股书中表示，同行公司新图新材综合业务毛利率远高于同行业水平，因其主要依赖与已有客户群体的长期合作关系，境内销售以直接销售为主，直销模式下产生的销售费用较多，保持较高的毛利率。公司与同行业可比公司综合业务毛利率对比情况，图片来源：招股书强邦新材的产品销售以经销模式为主，公司主营业务中来自经销模式的销售收入占主营业务收入的比例超过98%，占比较大，未来如果公司对经销商不能实施持续有效的管理，或与经销商的合作关系恶化，可能会影响公司的经营业绩和品牌形象。02研发费用率低于同行均值强邦新材所处的印刷版材行业经过多年发展，已形成以优势企业为主导的竞争格局。目前，全球印刷版材市场主要由日本富士胶片、美国柯达公司、比利时爱克发三大国际厂商以及强邦新材、乐凯华光两大国内领头企业占据。随着行业竞争格局的不断变化，对技术人才的争夺必将日趋激烈。且由于各行业环保要求的提高，绿色环保型印刷材料将成为印刷产业未来发展的主要方向，而这也对强邦新材的技术研发、资源配置能力提出了更高的要求。报告期内，强邦新材的研发费用占营业收入的比例分别为3.23%、3.45%、3.41%，低于同行业可比公司平均值，公司称由于其收入规模高于同行业可比公司，因此导致其研发费用占收入比例相对较低。公司研发费用占营业收入的比例与同行业可比公司比较情况，图片来源：招股书经过多年发展，强邦新材已在全国各省市建立了销售网络，并逐步由国内走向全球，在欧洲、东亚、东南亚等地区建立了销售服务体系，其产品不仅在国内销售，还销往境外60多个国家和地区。报告期内，公司境外销售收入占主营业务收入的比例分别为40.85%、46.26%和42.28%，境外销售占比较高。而近年来全球经济与国际环境日趋复杂，不稳定性和不确定性增加，未来如果出口地的贸易政策或外汇汇率发生变化，可能会影响公司的外销收入。","news_type":1,"symbols_score_info":{"001279":0.9,"EMBA":1}},"isVote":1,"tweetType":1,"viewCount":999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358575277846784,"gmtCreate":1728582965138,"gmtModify":1728582968894,"author":{"id":"3502783698654092","authorId":"3502783698654092","name":"俺是耕天滴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3502783698654092","authorIdStr":"3502783698654092"},"themes":[],"title":"2024.10.11 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？这种分散化投资小创新股的方法可以复制成功吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363981106270472","isVote":1,"tweetType":1,"viewCount":2207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363959014699248,"gmtCreate":1729867200929,"gmtModify":1729867203290,"author":{"id":"3502783698654092","authorId":"3502783698654092","name":"俺是耕天滴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3502783698654092","authorIdStr":"3502783698654092"},"themes":[],"htmlText":"答主是传说中的庄家还是默默的股神 ？这种分散化投资小创新股的方法可以复制成功吗？","listText":"答主是传说中的庄家还是默默的股神 ？这种分散化投资小创新股的方法可以复制成功吗？","text":"答主是传说中的庄家还是默默的股神 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105还能买到，别都留在手里啦。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364883095466136","isVote":1,"tweetType":1,"viewCount":2647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358517529731320,"gmtCreate":1728536929935,"gmtModify":1728536931782,"author":{"id":"3502783698654092","authorId":"3502783698654092","name":"俺是耕天滴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3502783698654092","authorIdStr":"3502783698654092"},"themes":[],"htmlText":"买办，还是特别土鳖的那种","listText":"买办，还是特别土鳖的那种","text":"买办，还是特别土鳖的那种","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/358517529731320","repostId":"2474751749","repostType":4,"repost":{"id":"2474751749","kind":"news","pubTimestamp":1728533160,"share":"https://www.laohu8.com/m/news/2474751749?lang=&edition=full","pubTime":"2024-10-10 12:06","market":"hk","language":"zh","title":"高盛：中国是必须要配置的资产，我们一定要大搞特搞","url":"https://stock-news.laohu8.com/highlight/detail?id=2474751749","media":"睿见Economy","summary":"21世纪始终是中国的世纪。","content":"<html><head></head><body><p>　　2024上海全球资产管理论坛今日举行。<a href=\"https://laohu8.com/S/GS\">高盛</a>中国联席主管、高盛（中国）证券有限责任公司董事长范翔出席并演讲。</p><p>　　谈及如果对外讲好中国故事，范翔表示，过去两三年中，各家<a href=\"https://laohu8.com/S/FISI\">金融机构</a>都有很多讨论。“我们也都蛮难的，就像是在家里受尽了欺负和委屈的小媳妇儿，最后出去还要说我老公对我可好呢”。</p><p>　　但他强调，经过这两三年的讨论发现，不管是公司领导还是客户，应该多来中国，并且也希望国内的客户多出国，因为交流是非常必要的。</p><p>　　范翔表示，目前高盛内部已有共识。</p><p>　　第一，中国已是全球第二大经济体，“这是非常重要的，而且再往后的几十年，我看不到任何第三大经济实体能超过我们”。因此，中国是必须要配置的资产，“不管是从投资的角度讲，还是全球客户发展自身市场的角度讲，中国都是必须来的地方”，他强调。</p><p>　　“我们的观点就是，高盛一定要大搞特搞”，他说，高盛还在持续进行不同展业和不同注资。</p><p>　　第二，范翔强调，加强交流尤为重要。“更多的中国客户开始想走出去，这也给我们创造了非常多的机会，这是我们的强项”。</p><p>　　“这几年有可能不是中国的年，但21世纪始终是中国的世纪”，他说。</p></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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href=https://finance.sina.com.cn/hy/hyjz/2024-10-10/doc-incrzuhw9136656.shtml><strong>睿见Economy</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2024上海全球资产管理论坛今日举行。高盛中国联席主管、高盛（中国）证券有限责任公司董事长范翔出席并演讲。　　谈及如果对外讲好中国故事，范翔表示，过去两三年中，各家金融机构都有很多讨论。“我们也都蛮难的，就像是在家里受尽了欺负和委屈的小媳妇儿，最后出去还要说我老公对我可好呢”。　　但他强调，经过这两三年的讨论发现，不管是公司领导还是客户，应该多来中国，并且也希望国内的客户多出国，因为交流是非常必要...</p>\n\n<a href=\"https://finance.sina.com.cn/hy/hyjz/2024-10-10/doc-incrzuhw9136656.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/68da0043a3f7932eb6870829ddb8962d","relate_stocks":{},"source_url":"https://finance.sina.com.cn/hy/hyjz/2024-10-10/doc-incrzuhw9136656.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2474751749","content_text":"2024上海全球资产管理论坛今日举行。高盛中国联席主管、高盛（中国）证券有限责任公司董事长范翔出席并演讲。　　谈及如果对外讲好中国故事，范翔表示，过去两三年中，各家金融机构都有很多讨论。“我们也都蛮难的，就像是在家里受尽了欺负和委屈的小媳妇儿，最后出去还要说我老公对我可好呢”。　　但他强调，经过这两三年的讨论发现，不管是公司领导还是客户，应该多来中国，并且也希望国内的客户多出国，因为交流是非常必要的。　　范翔表示，目前高盛内部已有共识。　　第一，中国已是全球第二大经济体，“这是非常重要的，而且再往后的几十年，我看不到任何第三大经济实体能超过我们”。因此，中国是必须要配置的资产，“不管是从投资的角度讲，还是全球客户发展自身市场的角度讲，中国都是必须来的地方”，他强调。　　“我们的观点就是，高盛一定要大搞特搞”，他说，高盛还在持续进行不同展业和不同注资。　　第二，范翔强调，加强交流尤为重要。“更多的中国客户开始想走出去，这也给我们创造了非常多的机会，这是我们的强项”。　　“这几年有可能不是中国的年，但21世纪始终是中国的世纪”，他说。","news_type":1,"symbols_score_info":{"000001.SH":1}},"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4153525671658192","authorId":"4153525671658192","name":"孤独的丛林虎","avatar":"https://static.tigerbbs.com/91d0ea98341a31bdc5aa6b262ab2e9cf","crmLevel":2,"crmLevelSwitch":0,"idStr":"4153525671658192","authorIdStr":"4153525671658192"},"content":"哈哈哈被你发现了 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双十一数据扑街了吗？这么个跌法。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/370228644606224","isVote":1,"tweetType":1,"viewCount":2228,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"content":"格局太小了，我来告诉你原因： 首先，特朗普上台，外贸崩。然后美联储降息暂停，人民币崩，最后美元升值内需崩。而我国说：要解决地方债……. 头疼医脚。","text":"格局太小了，我来告诉你原因： 首先，特朗普上台，外贸崩。然后美联储降息暂停，人民币崩，最后美元升值内需崩。而我国说：要解决地方债……. 头疼医脚。","html":"格局太小了，我来告诉你原因： 首先，特朗普上台，外贸崩。然后美联储降息暂停，人民币崩，最后美元升值内需崩。而我国说：要解决地方债……. 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问下大家，都跑了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361472031867000","isVote":1,"tweetType":1,"viewCount":1322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439609874879056,"gmtCreate":1748354963798,"gmtModify":1748354965585,"author":{"id":"3502783698654092","authorId":"3502783698654092","name":"俺是耕天滴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3502783698654092","authorIdStr":"3502783698654092"},"themes":[],"htmlText":"现在看真打脸","listText":"现在看真打脸","text":"现在看真打脸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439609874879056","repostId":"2514842334","repostType":2,"repost":{"id":"2514842334","kind":"news","pubTimestamp":1740640950,"share":"https://www.laohu8.com/m/news/2514842334?lang=&edition=full","pubTime":"2025-02-27 15:22","market":"us","language":"zh","title":"美债收益率还能到多低？大摩：跌破4%！","url":"https://stock-news.laohu8.com/highlight/detail?id=2514842334","media":"华尔街见闻","summary":"分析师表示，自特朗普当选以来，导致去年9月以来收益率走高的诸多因素几乎都已逆转。除了通胀因素，政府开支的潜在削减也对美债收益率构成下行压力。如果市场对美联储降息的预期增强，那么美债收益率就有进一步下行的空间。","content":"<html><head></head><body><p>美国国债收益率近期跌破重要技术支撑位，逼近200日移动平均线。自特朗普当选以来，导致去年9月以来收益率走高的诸多因素几乎都已逆转，唯独美联储的“魔咒”仍在持续。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>认为，美国国债收益率与市场隐含的联邦基金利率谷底高度相关，利率还有进一步下探的空间。如果市场隐含的联邦基金利率谷底从目前的3.65%附近回落至2024年10月的3.25%，那么10年期美国国债收益率可能会跌破4.00%。</p><h2 id=\"id_4007869109\">多重因素逆转，唯“鹰”声依旧</h2><p>摩根士丹利在2月26日的报告中表示，自去年9月以来，买方罢工、动量驱动的久期削减、宏观基金的通货再膨胀交易以及美联储的鹰派转向，共同催化了收益率的走高。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/20e489b3098a2fda6de7ce8dc54653c8\" tg-width=\"1201\" tg-height=\"635\"/></p><p>然而，在特朗普正式就职后，这些因素几乎全部逆转：买方罢工结束，动量驱动型抛售转变为动量驱动型买入，宏观基金也开始质疑其通货再膨胀交易。这背后，部分原因是特朗普移民政策对经济增长带来负面影响，以及政府效率部（DOGE）削减开支的消息。</p><p>但与总统大选前相比，联邦公开市场委员会（FOMC）参与者的言论仍然偏鹰派。市场定价也印证了这一观点，市场隐含的联邦基金利率谷底仍高于12月FOMC会议前的水平。</p><p><strong>除了通胀因素，政府开支的潜在削减也对美债收益率构成下行压力。</strong></p><p>摩根士丹利指出，投资者越来越关注政府部门效率（DOGE）可能带来的成本削减。通过监测一篮子与联邦开支相关的股票表现，可以发现市场对政府开支削减的预期正在升温。如果这种预期蔓延到利率市场，那么中性利率的市场定价可能会面临下行风险。</p><h2 id=\"id_3176162179\">美债收益率还有进一步下行空间</h2><p>摩根士丹利表示，市场对联邦基金利率谷底的定价与长期国债收益率息息相关。市场隐含的联邦基金利率谷底与10年期美国国债收益率之间存在正相关关系。</p><p>换句话说，市场认为美联储最终会将利率降到多低，直接影响着美债的定价。<strong>如果市场对美联储降息的预期增强，那么美债收益率就有进一步下行的空间。</strong></p><p>根据该行分析师的测算：</p><blockquote><p>如果市场隐含的联邦基金利率谷底回落至选举后的低点3.40%（-25个基点），10年期美国国债收益率可能会从4.30%再下降21个基点，达到4.09%。</p><p>如果市场隐含的联邦基金利率谷底回落至10月中旬的3.25%（-40个基点），10年期美国国债收益率可能会从4.30%再下降33个基点，跌破4.00%。</p></blockquote><p>分析师目前预计，本周五公布的核心PCE通胀率将达到2.58%的同比新低，并在接下来的几个月里大幅下降。</p><p>这一路径与其对6月降息的预测相符——市场目前对这一事件的可能性估计约为50%。此外，市场对5月降息的可能性估计要低得多（约20%）。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美债收益率还能到多低？大摩：跌破4%！</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eb7789abffef4e8a7ef6093738b6ad06","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3741994","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2514842334","content_text":"美国国债收益率近期跌破重要技术支撑位，逼近200日移动平均线。自特朗普当选以来，导致去年9月以来收益率走高的诸多因素几乎都已逆转，唯独美联储的“魔咒”仍在持续。摩根士丹利认为，美国国债收益率与市场隐含的联邦基金利率谷底高度相关，利率还有进一步下探的空间。如果市场隐含的联邦基金利率谷底从目前的3.65%附近回落至2024年10月的3.25%，那么10年期美国国债收益率可能会跌破4.00%。多重因素逆转，唯“鹰”声依旧摩根士丹利在2月26日的报告中表示，自去年9月以来，买方罢工、动量驱动的久期削减、宏观基金的通货再膨胀交易以及美联储的鹰派转向，共同催化了收益率的走高。然而，在特朗普正式就职后，这些因素几乎全部逆转：买方罢工结束，动量驱动型抛售转变为动量驱动型买入，宏观基金也开始质疑其通货再膨胀交易。这背后，部分原因是特朗普移民政策对经济增长带来负面影响，以及政府效率部（DOGE）削减开支的消息。但与总统大选前相比，联邦公开市场委员会（FOMC）参与者的言论仍然偏鹰派。市场定价也印证了这一观点，市场隐含的联邦基金利率谷底仍高于12月FOMC会议前的水平。除了通胀因素，政府开支的潜在削减也对美债收益率构成下行压力。摩根士丹利指出，投资者越来越关注政府部门效率（DOGE）可能带来的成本削减。通过监测一篮子与联邦开支相关的股票表现，可以发现市场对政府开支削减的预期正在升温。如果这种预期蔓延到利率市场，那么中性利率的市场定价可能会面临下行风险。美债收益率还有进一步下行空间摩根士丹利表示，市场对联邦基金利率谷底的定价与长期国债收益率息息相关。市场隐含的联邦基金利率谷底与10年期美国国债收益率之间存在正相关关系。换句话说，市场认为美联储最终会将利率降到多低，直接影响着美债的定价。如果市场对美联储降息的预期增强，那么美债收益率就有进一步下行的空间。根据该行分析师的测算：如果市场隐含的联邦基金利率谷底回落至选举后的低点3.40%（-25个基点），10年期美国国债收益率可能会从4.30%再下降21个基点，达到4.09%。如果市场隐含的联邦基金利率谷底回落至10月中旬的3.25%（-40个基点），10年期美国国债收益率可能会从4.30%再下降33个基点，跌破4.00%。分析师目前预计，本周五公布的核心PCE通胀率将达到2.58%的同比新低，并在接下来的几个月里大幅下降。这一路径与其对6月降息的预测相符——市场目前对这一事件的可能性估计约为50%。此外，市场对5月降息的可能性估计要低得多（约20%）。","news_type":1,"symbols_score_info":{"GOVT":1.1,"TLT":1.1,"ZNmain":1.1}},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365223531630728,"gmtCreate":1730200723159,"gmtModify":1730200724779,"author":{"id":"3502783698654092","authorId":"3502783698654092","name":"俺是耕天滴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3502783698654092","authorIdStr":"3502783698654092"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$&nbsp;</a> 都来抄底吧，不然看那几个大财报可太无聊","listText":"<a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$&nbsp;</a> 都来抄底吧，不然看那几个大财报可太无聊","text":"$网易(NTES)$ 都来抄底吧，不然看那几个大财报可太无聊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365223531630728","isVote":1,"tweetType":1,"viewCount":3153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357858572599520,"gmtCreate":1728386501593,"gmtModify":1728386503416,"author":{"id":"3502783698654092","authorId":"3502783698654092","name":"俺是耕天滴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3502783698654092","authorIdStr":"3502783698654092"},"themes":[],"htmlText":"不能了，你们看多影响我赚钱","listText":"不能了，你们看多影响我赚钱","text":"不能了，你们看多影响我赚钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357858572599520","repostId":"1159313946","repostType":4,"repost":{"id":"1159313946","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1728384854,"share":"https://www.laohu8.com/m/news/1159313946?lang=&edition=full","pubTime":"2024-10-08 18:54","market":"us","language":"zh","title":"还能继续看好Nvidia吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1159313946","media":"老虎资讯综合","summary":"英伟达股票在第三季度下跌了2%，结束了连续七个季度上涨的趋势。但截至目前，2024年英伟达的股票已经上涨超过150%，其中包括周一交易日上涨的2.7%。鉴于过去两年英伟达股价的大幅上涨，投资者希望对未来需求的持续性有更多信心。英伟达的投资者也一直密切关注公司的毛利率，上一季度有所下降。雷茨斯对英伟达的股票给予“买入”评级，目标价为165美元。","content":"<html><head></head><body><p>在经历了自2022年以来首次季度下跌后，一位分析师表示， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 股票将在今年年底前重新领跑。</p><p>英伟达股票在第三季度下跌了2%，结束了连续七个季度上涨的趋势。但截至目前，2024年英伟达的股票已经上涨超过150%，其中包括周一交易日上涨的2.7%。Melius Research的分析师本·雷茨斯（Ben Reitzes）在致客户的报告中写道：“虽然每次重申买入建议时，仍会引来一些质疑，但当前的局势还是相当不错的。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/27e06b438d6f84d4053135ed2d2ae463\" tg-width=\"560\" tg-height=\"240\"/></p><p>他指出，历史数据显示，股票在年底的最后几个月表现通常会更好，因为VanEck半导体交易所交易基金（SMH）在过去14个第四季度平均上涨了9.4%，而第三季度平均仅上涨了2.6%。</p><p>这些趋势让他对人工智能半导体的前景更加乐观。他写道：“我们预计到年底情况会更好，因为对AI培训和推理的强劲支出预示着，仍然是由英伟达推动的。OpenAI、微软、谷歌和Meta正在加速推出更实用的AI产品，这将推动使用量增加并刺激图形处理单元的消费。”</p><p>在公司层面，雷茨斯对英伟达的估值感到乐观。他写道，英伟达股票“在我们分析的股票中，基于市盈率增长比（PEG）仍是第二便宜的股票，保守估算2025年的PEG约为1倍。”</p><p>鉴于过去两年英伟达股价的大幅上涨，投资者希望对未来需求的持续性有更多信心。今年晚些时候或许会有更多的明确信息，而雷茨斯认为明年年初的一些事件也可能有所帮助。</p><p>他写道：“我们认为，等到2025年3月英伟达CEO黄仁勋在GTC大会上介绍定于2026年推出的新‘Rubin’芯片的改进时，投资者会对2026年成为强劲增长年份更有信心。这些催化剂不仅会让每股收益达到5美元的目标看起来可行，长期来看，关注点还可能转向更高的每股收益。”</p><p>英伟达的投资者也一直密切关注公司的毛利率，上一季度有所下降。不过，雷茨斯认为“我们大约在六个月内就能看到毛利率触底并开始回升。”</p><p>雷茨斯对英伟达的股票给予“买入”评级，目标价为165美元。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>还能继续看好Nvidia吗？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; 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18:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>在经历了自2022年以来首次季度下跌后，一位分析师表示， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 股票将在今年年底前重新领跑。</p><p>英伟达股票在第三季度下跌了2%，结束了连续七个季度上涨的趋势。但截至目前，2024年英伟达的股票已经上涨超过150%，其中包括周一交易日上涨的2.7%。Melius Research的分析师本·雷茨斯（Ben Reitzes）在致客户的报告中写道：“虽然每次重申买入建议时，仍会引来一些质疑，但当前的局势还是相当不错的。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/27e06b438d6f84d4053135ed2d2ae463\" tg-width=\"560\" tg-height=\"240\"/></p><p>他指出，历史数据显示，股票在年底的最后几个月表现通常会更好，因为VanEck半导体交易所交易基金（SMH）在过去14个第四季度平均上涨了9.4%，而第三季度平均仅上涨了2.6%。</p><p>这些趋势让他对人工智能半导体的前景更加乐观。他写道：“我们预计到年底情况会更好，因为对AI培训和推理的强劲支出预示着，仍然是由英伟达推动的。OpenAI、微软、谷歌和Meta正在加速推出更实用的AI产品，这将推动使用量增加并刺激图形处理单元的消费。”</p><p>在公司层面，雷茨斯对英伟达的估值感到乐观。他写道，英伟达股票“在我们分析的股票中，基于市盈率增长比（PEG）仍是第二便宜的股票，保守估算2025年的PEG约为1倍。”</p><p>鉴于过去两年英伟达股价的大幅上涨，投资者希望对未来需求的持续性有更多信心。今年晚些时候或许会有更多的明确信息，而雷茨斯认为明年年初的一些事件也可能有所帮助。</p><p>他写道：“我们认为，等到2025年3月英伟达CEO黄仁勋在GTC大会上介绍定于2026年推出的新‘Rubin’芯片的改进时，投资者会对2026年成为强劲增长年份更有信心。这些催化剂不仅会让每股收益达到5美元的目标看起来可行，长期来看，关注点还可能转向更高的每股收益。”</p><p>英伟达的投资者也一直密切关注公司的毛利率，上一季度有所下降。不过，雷茨斯认为“我们大约在六个月内就能看到毛利率触底并开始回升。”</p><p>雷茨斯对英伟达的股票给予“买入”评级，目标价为165美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/92a41d20711c9fa4b2aa3cc62ea62948","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159313946","content_text":"在经历了自2022年以来首次季度下跌后，一位分析师表示， 英伟达 股票将在今年年底前重新领跑。英伟达股票在第三季度下跌了2%，结束了连续七个季度上涨的趋势。但截至目前，2024年英伟达的股票已经上涨超过150%，其中包括周一交易日上涨的2.7%。Melius Research的分析师本·雷茨斯（Ben Reitzes）在致客户的报告中写道：“虽然每次重申买入建议时，仍会引来一些质疑，但当前的局势还是相当不错的。”他指出，历史数据显示，股票在年底的最后几个月表现通常会更好，因为VanEck半导体交易所交易基金（SMH）在过去14个第四季度平均上涨了9.4%，而第三季度平均仅上涨了2.6%。这些趋势让他对人工智能半导体的前景更加乐观。他写道：“我们预计到年底情况会更好，因为对AI培训和推理的强劲支出预示着，仍然是由英伟达推动的。OpenAI、微软、谷歌和Meta正在加速推出更实用的AI产品，这将推动使用量增加并刺激图形处理单元的消费。”在公司层面，雷茨斯对英伟达的估值感到乐观。他写道，英伟达股票“在我们分析的股票中，基于市盈率增长比（PEG）仍是第二便宜的股票，保守估算2025年的PEG约为1倍。”鉴于过去两年英伟达股价的大幅上涨，投资者希望对未来需求的持续性有更多信心。今年晚些时候或许会有更多的明确信息，而雷茨斯认为明年年初的一些事件也可能有所帮助。他写道：“我们认为，等到2025年3月英伟达CEO黄仁勋在GTC大会上介绍定于2026年推出的新‘Rubin’芯片的改进时，投资者会对2026年成为强劲增长年份更有信心。这些催化剂不仅会让每股收益达到5美元的目标看起来可行，长期来看，关注点还可能转向更高的每股收益。”英伟达的投资者也一直密切关注公司的毛利率，上一季度有所下降。不过，雷茨斯认为“我们大约在六个月内就能看到毛利率触底并开始回升。”雷茨斯对英伟达的股票给予“买入”评级，目标价为165美元。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357857870491760,"gmtCreate":1728386329175,"gmtModify":1728393551069,"author":{"id":"3502783698654092","authorId":"3502783698654092","name":"俺是耕天滴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3502783698654092","authorIdStr":"3502783698654092"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a> 微软最近这么软，来人给我买起来","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a> 微软最近这么软，来人给我买起来","text":"$微软(MSFT)$ 微软最近这么软，来人给我买起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357857870491760","isVote":1,"tweetType":1,"viewCount":1366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}