6f253c13的个人主页 - 老虎社区

6f253c13

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12-09

$阿里巴巴(BABA)$ 滑滑梯呢？

11-28

$Lithium Americas Corp.(LAC)$ 随着电动车/机器人行业爆发，电池需求井喷

11-19

大摩说增持，那就该减持了

明天凌晨，决定全球市场命运的财报来了！

11-18

赶紧买三倍做空

谷歌CEO警告：AI泡沫破裂时，无一家公司能够幸免

11-18

$Lithium Americas Corp.(LAC)$ 这个像是洗钱股

11-14

$英伟达(NVDA)$ 逼空行情

11-14

$特斯拉(TSLA)$ 风大浪大，回家躲躲

11-12

$阿里巴巴(BABA)$ 开盘就暴跌😂😂

11-04

$阿里巴巴(BABA)$ 一支穿云箭

11-04

$阿里巴巴(BABA)$ AI泡沫破裂了

11-04

$阿里巴巴(BABA)$ 股灾来了，快跑！！

10-30

$阿里巴巴(BABA)$ 中美谈崩了？

10-29

$英伟达(NVDA)$ unbelievable

10-10

$阿里巴巴(BABA)$ 等150上车

10-03

才买了1万股？

大涨才开始？阿里(BABA.US)飙涨点燃FOMO情绪：占据“中概AI股C位”，“木头姐”火速加仓

09-29

$MoonLake Immunotherapeutics(MLTX)$ 一天跌90%，牛逼

09-25

$阿里巴巴(BABA)$ 不要慌，技术性回调

09-10

$甲骨文(ORCL)$ 啥情况？

07-31

$英伟达(NVDA)$ 难以置信啊

07-01

$特斯拉(TSLA)$ 波动太了，心脏受不了

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 滑滑梯呢？","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 滑滑梯呢？","text":"$阿里巴巴(BABA)$ 滑滑梯呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508966453838168","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":505141712651056,"gmtCreate":1764344871757,"gmtModify":1764344873821,"author":{"id":"3509624102527832","authorId":"3509624102527832","name":"6f253c13","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509624102527832","authorIdStr":"3509624102527832"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LAC\">$Lithium Americas Corp.(LAC)$&nbsp;</a><v-v data-views=\"1\"></v-v> 随着电动车/机器人行业爆发，电池需求井喷","listText":"<a href=\"https://laohu8.com/S/LAC\">$Lithium Americas Corp.(LAC)$&nbsp;</a><v-v data-views=\"1\"></v-v> 随着电动车/机器人行业爆发，电池需求井喷","text":"$Lithium Americas Corp.(LAC)$ 随着电动车/机器人行业爆发，电池需求井喷","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/505141712651056","isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566290818801808","authorId":"3566290818801808","name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","crmLevel":1,"crmLevelSwitch":0,"idStr":"3566290818801808","authorIdStr":"3566290818801808"},"content":"锂矿的逻辑看A股就好. 基本上A股锂矿涨 它就涨","text":"锂矿的逻辑看A股就好. 基本上A股锂矿涨 它就涨","html":"锂矿的逻辑看A股就好. 基本上A股锂矿涨 它就涨"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501933608382896,"gmtCreate":1763561251853,"gmtModify":1763561254185,"author":{"id":"3509624102527832","authorId":"3509624102527832","name":"6f253c13","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509624102527832","authorIdStr":"3509624102527832"},"themes":[],"title":"","htmlText":"大摩说增持，那就该减持了","listText":"大摩说增持，那就该减持了","text":"大摩说增持，那就该减持了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501933608382896","repostId":"2584915170","repostType":2,"repost":{"id":"2584915170","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1763539533,"share":"https://www.laohu8.com/m/news/2584915170?lang=zh_CN&edition=full","pubTime":"2025-11-19 16:05","market":"sh","language":"zh","title":"明天凌晨，决定全球市场命运的财报来了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2584915170","media":"华尔街见闻","summary":"作为标普500最大权重股和AI交易中心，英伟达业绩的重要性前所未有。分析人士指出，如果投资者满意三季度业绩和指引，多头将推动全球市场在年末迎来乐观收官；如果不满意，市场可能面临更深的调整。","content":"<html><head></head><body><blockquote><p>作为标普500最大权重股和AI交易中心，英伟达业绩的重要性前所未有。分析人士指出，如果投资者满意三季度业绩和指引，多头将推动全球市场在年末迎来乐观收官；如果不满意，市场可能面临更深的调整。</p></blockquote><p style=\"text-align: justify;\">全球市场正陷入一场危险的集体焦虑，而唯一能打破这种僵局的恐怕只有英伟达。这家市值4.5万亿美元的芯片巨头将于美东时间周三（北京时间周四凌晨）美股盘后公布三季度财报，这份财报将决定全球市场在今年最后几周的走向。</p><p style=\"text-align: left;\">眼下，市场的紧张情绪正在蔓延：从比特币到科技股，从黄金到国债，从私募市场到企业债券，几乎所有资产类别都遭遇抛售压力。<strong>在这样的背景下，投资者将目光聚焦在英伟达身上，这既是希望也是无奈。</strong>这家公司的业绩将直接反映科技巨头们数千亿美元AI投资的真实回报。</p><p style=\"text-align: left;\">目前，华尔街分析师普遍看好英伟达即将公布的财报，预计净利润和营收将双双增长超过50%。</p><p style=\"text-align: left;\">分析人士指出，<strong>如果投资者满意英伟达的三季度业绩和四季度指引，多头将推动市场迎来乐观收官；如果不满意，市场可能面临更深的调整</strong>。正如华尔街人士所言，<strong>&#34;这是一份英伟达走向如何，市场就走向如何的报告。&#34;</strong></p><p style=\"text-align: left;\">值得注意的是，在市场高度集中风险下，英伟达作为标普500指数最大权重股和AI交易的中心，其业绩表现的重要性前所未有。但是有市场人士指出<strong>，集中度风险在市场上行时令人兴奋，但在下行时可能变成噩梦。</strong></p><h2 id=\"id_3228142257\" style=\"text-align: left;\">英伟达：当前市场唯一的救赎者？</h2><p style=\"text-align: left;\">一种更为阴郁的情绪正在市场蔓延，而只有英伟达能够打破这种沉闷。</p><p style=\"text-align: left;\">金融市场中最具投机性的领域目前都面临压力。比特币——可能是衡量投机热情最纯粹的指标——已从高点下跌29%，今年转为负收益。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0e0253a0f488a8283f803115c1bed5d\" tg-width=\"693\" tg-height=\"435\"/></p><p style=\"text-align: left;\">持有并存储比特币的公司股价更是陷入严重困境。其中规模最大的Strategy（前身为MicroStrategy）今年股价下跌超过30%，较夏季高点跌幅超过50%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b16df051845a8433a6e42edc4de5afb\" tg-width=\"689\" tg-height=\"520\"/></p><p style=\"text-align: left;\">不盈利的美国科技公司股价已经萎靡数周，这表明投资者，甚至是冒险的散户投资者，都开始对炒作失去耐心。</p><p style=\"text-align: left;\">更令人不安的是，动荡不仅限于科技股中较为激进的领域。<strong>Facebook母公司Meta的股价今年已经持平，自8月以来已抹去四分之一的市值，</strong>原因是投资者对其在人工智能上看似永无止境的支出感到不安。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b57566f00dc4924c03c1791b7de12479\" tg-width=\"692\" tg-height=\"524\"/></p><p style=\"text-align: left;\">私募市场的压力虽然不总是容易察觉，但过去几个月一连串的爆雷事件已经触动了市场神经。Absolute Strategy Research编制的跟踪黑石、KKR等公司的指数今年下跌了13%，与标普500指数形成了鲜明对比。</p><p style=\"text-align: left;\">分析人士指出，显然，基准美国股指的大幅上涨掩盖了诸多问题。在表面之下，投资者正变得难以取悦。明显的风险在于，这可能演变成对自今年春季以来一直充满希望的市场的全面清算。</p><p style=\"text-align: left;\"><strong>在这种市场环境下，英伟达财报的重要性愈发凸显。</strong></p><p style=\"text-align: left;\">尽管近期遭遇抛售，英伟达股价今年仍上涨35%，是纳斯达克100指数约17%涨幅的两倍多。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff84606b6e184f4ebf4700c9975e96a8\" tg-width=\"685\" tg-height=\"619\"/></p><p style=\"text-align: left;\">同时，股价下跌使该公司的估值相对具有吸引力。英伟达目前的远期市盈率约为29倍，远低于其10年平均水平35倍，略高于纳斯达克100指数约26倍的水平。</p><p style=\"text-align: left;\">&#34;考虑到英伟达的增长速度，30倍市盈率似乎一点也不过分，&#34;资管公司Kingsview Wealth Management首席投资官Scott Martin表示。</p><p style=\"text-align: left;\">对于即将公布的业绩报道，华尔街分析师预计英伟达第三财季净利润和营收将双双增长超过50%。</p><p style=\"text-align: left;\">彭博汇编的数据显示，微软、亚马逊、谷歌和Meta这四家公司合计占英伟达销售额的40%以上，预计未来12个月它们的AI支出将增长34%，达到4400亿美元。因此，这家公司的业绩将直接反映数千亿美元AI投资的真实回报。</p><p style=\"text-align: left;\">分析人士指出，如果投资者满意英伟达的三季度业绩，多头将推动市场迎来乐观收官；如果不满意，市场可能面临更深的调整。正如Martin所言：</p><blockquote><p style=\"text-align: left;\">&#34;这是一份&#39;英伟达的表现决定市场走向&#39;的财报。如果英伟达的业绩强劲，预计销售额和活动规模更大，那么一切都会好转。&#34;</p></blockquote><h2 id=\"id_3233382638\" style=\"text-align: left;\">华尔街押注财报&#34;再次超预期&#34;</h2><p style=\"text-align: left;\">华尔街投行对英伟达财报普遍持乐观态度。</p><p style=\"text-align: left;\">据硬AI消息，摩根大通在最新研报中指出，英伟达极有可能再次上演&#34;业绩超预期并上调指引&#34;（Beat-and-Raise）的戏码。该行预计三季度营收将超过市场普遍预期的约550亿美元，并给出高达630亿至640亿美元的业绩指引，显著高于市场预期的615亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae3b2c116f6c2378fc5d508a1b911918\" tg-width=\"956\" tg-height=\"508\"/></p><p style=\"text-align: left;\">摩根大通称，当前决定英伟达增长速度的并非需求，而是其庞大供应链的产能极限。AI算力需求持续显著超过供应，英伟达最大客户群体包括超大规模云服务商、新兴云计算公司和AI实验室仍面临算力瓶颈。</p><p style=\"text-align: left;\">供应链产能正在快速扩张。摩根大通<strong>预计三季度的Blackwell/Blackwell Ultra机架出货量实现了约50%的季度环比增长，达到约10,000个机架的规模，这一增长势头有望在四季度延续</strong>。该行预计英伟达在整个2026财年的机架总出货量将达到28,000至30,000个。</p><p style=\"text-align: left;\">更重要的是，根据英伟达在10月GTC大会上披露的信息，其2026日历年的订单积压量已经超过70,000个机架，超过了明年全年的最大产能。基于此，摩根大通维持对英伟达的&#34;增持&#34;评级，目标价为215美元。</p><p style=\"text-align: left;\">摩根大通还在研报中称，投资者应密切关注管理层如何回应四大核心关切：</p><blockquote><p style=\"text-align: left;\"><strong>首先</strong>是Blackwell/Blackwell Ultra的产能爬坡轨迹，特别是进入2026年上半年（即英伟达的2027财年上半年）的产能扩张速度。</p><p style=\"text-align: left;\"><strong>其次</strong>是AI支出的可持续性。摩根大通全球团队近期报告的结论是，到2030年，AI领域的资金来源将保持充裕。</p><p style=\"text-align: left;\"><strong>第三</strong>是电力限制的影响。未来五年全球预计有约120吉瓦的数据中心电力容量上线，但新的天然气轮机交付周期已激增至3-4年，而核电站的建设周期则超过10年，电力已成为现实瓶颈。</p><p style=\"text-align: left;\"><strong>最后</strong>是零部件成本通胀对毛利率的影响。摩根大通认为，上涨的LPDDR内存价格是比HBM内存更大的压力点。尽管如此，该行相信英伟达仍有能力在2026财年末实现其设定的70%区间中段的毛利率目标。</p></blockquote><p style=\"text-align: left;\">据追风交易台消息，摩根士丹利更为乐观，将英伟达目标价上调至220美元。分析师Joseph Moore在11月14日的报告中表示，行业调研显示需求出现实质性加速，英伟达已完全解决了早期机架相关问题，而需求持续激增。</p><p style=\"text-align: left;\">大摩行业调研显示，英伟达客户和供应商在第三季度的需求信号都指向加速增长，这与市场普遍预期英伟达各项增长指标已见顶的观点形成鲜明对比。</p><p style=\"text-align: left;\"><strong>在客户层面，</strong>第三季度云服务资本支出预期上调1420亿美元，四大超大规模云服务商各自增加200亿美元以上。相比2025年的美元增长幅度目前达到1150亿美元，比一个季度前高出60%。</p><p style=\"text-align: left;\"><strong>从供应商角度看，</strong>ODM厂商广达预计其AI服务器收入将在2026年第一季度加速增长，2026年同比增长超过100%。为支撑这一需求，广达计划明年将AI服务器产能翻倍，因为订单可见性已延伸至2027年。</p><p style=\"text-align: left;\"><strong>大摩将英伟达10月季营收预期从此前的544亿美元上调至550亿美元，明年1月季营收预期从612亿美元上调至631亿美元。</strong>分析师指出，10月季和1月季各实现80亿美元的季度环比增长将创下行业历史最高纪录。</p><h2 id=\"id_3977246170\" style=\"text-align: left;\">然而，市场的深层担忧难以消散</h2><p style=\"text-align: left;\">尽管华尔街投行普遍看好英伟达财报，但市场对于AI投资的担忧正在加深，而且这些担忧已经反映在投资者行为上。</p><p style=\"text-align: left;\">据华尔街见闻此前文章，Peter Thiel的对冲基金在第三季度出售了其持有的全部英伟达股份。软银集团也退出了其持仓，以便为其他AI投资提供资金。</p><p style=\"text-align: left;\">因做空2008年金融危机期间房地产市场而出名的“大空头”Michael Burry旗下的Scion Asset Management披露买入了英伟达的看跌期权，Burry警告称AI存在泡沫。</p><p style=\"text-align: left;\">同时，<strong>彭博对909家对冲基金13F文件的分析发现，在截至9月30日的三个月里，增持和减持英伟达头寸的基金数量几乎持平。</strong>Jonestrading首席市场策略师Michael O&#39;Rourke表示：</p><blockquote><p style=\"text-align: left;\">&#34;AI领域的这些参与者一直在不遗余力地不断提高预期门槛，现在他们不仅必须兑现数字，还必须继续满足市场不断上升的预期，这对上市公司来说是一场危险的游戏。&#34;</p></blockquote><p style=\"text-align: left;\">而且，市场当前面临的关键风险在于，如果大型AI支出者，特别是非上市公司OpenAI，不得不收缩其承诺，这些数字可能变得不可靠。</p><p style=\"text-align: left;\">Visible Alpha科技研究主管Melissa Otto指出：&#34;我认为市场目前真正纠结的是所有这些AI基础设施的总潜在市场规模。&#34;</p><p style=\"text-align: left;\">Allspring Global Investments投资组合经理Jake Seltz表示，公司持有英伟达大量头寸，他将密切关注下季度指引，虽然营收指引可能高于市场预期，但&#34;<strong>很难知道他们会给出多保守的指引</strong>&#34;。</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>明天凌晨，决定全球市场命运的财报来了！</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; 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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明天凌晨，决定全球市场命运的财报来了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-19 16:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3759693><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作为标普500最大权重股和AI交易中心，英伟达业绩的重要性前所未有。分析人士指出，如果投资者满意三季度业绩和指引，多头将推动全球市场在年末迎来乐观收官；如果不满意，市场可能面临更深的调整。全球市场正陷入一场危险的集体焦虑，而唯一能打破这种僵局的恐怕只有英伟达。这家市值4.5万亿美元的芯片巨头将于美东时间周三（北京时间周四凌晨）美股盘后公布三季度财报，这份财报将决定全球市场在今年最后几周的走向。眼下...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3759693\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDS":"1.5倍做空NVDA ETF-Tradr","NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3759693","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2584915170","content_text":"作为标普500最大权重股和AI交易中心，英伟达业绩的重要性前所未有。分析人士指出，如果投资者满意三季度业绩和指引，多头将推动全球市场在年末迎来乐观收官；如果不满意，市场可能面临更深的调整。全球市场正陷入一场危险的集体焦虑，而唯一能打破这种僵局的恐怕只有英伟达。这家市值4.5万亿美元的芯片巨头将于美东时间周三（北京时间周四凌晨）美股盘后公布三季度财报，这份财报将决定全球市场在今年最后几周的走向。眼下，市场的紧张情绪正在蔓延：从比特币到科技股，从黄金到国债，从私募市场到企业债券，几乎所有资产类别都遭遇抛售压力。在这样的背景下，投资者将目光聚焦在英伟达身上，这既是希望也是无奈。这家公司的业绩将直接反映科技巨头们数千亿美元AI投资的真实回报。目前，华尔街分析师普遍看好英伟达即将公布的财报，预计净利润和营收将双双增长超过50%。分析人士指出，如果投资者满意英伟达的三季度业绩和四季度指引，多头将推动市场迎来乐观收官；如果不满意，市场可能面临更深的调整。正如华尔街人士所言，\"这是一份英伟达走向如何，市场就走向如何的报告。\"值得注意的是，在市场高度集中风险下，英伟达作为标普500指数最大权重股和AI交易的中心，其业绩表现的重要性前所未有。但是有市场人士指出，集中度风险在市场上行时令人兴奋，但在下行时可能变成噩梦。英伟达：当前市场唯一的救赎者？一种更为阴郁的情绪正在市场蔓延，而只有英伟达能够打破这种沉闷。金融市场中最具投机性的领域目前都面临压力。比特币——可能是衡量投机热情最纯粹的指标——已从高点下跌29%，今年转为负收益。持有并存储比特币的公司股价更是陷入严重困境。其中规模最大的Strategy（前身为MicroStrategy）今年股价下跌超过30%，较夏季高点跌幅超过50%。不盈利的美国科技公司股价已经萎靡数周，这表明投资者，甚至是冒险的散户投资者，都开始对炒作失去耐心。更令人不安的是，动荡不仅限于科技股中较为激进的领域。Facebook母公司Meta的股价今年已经持平，自8月以来已抹去四分之一的市值，原因是投资者对其在人工智能上看似永无止境的支出感到不安。私募市场的压力虽然不总是容易察觉，但过去几个月一连串的爆雷事件已经触动了市场神经。Absolute Strategy Research编制的跟踪黑石、KKR等公司的指数今年下跌了13%，与标普500指数形成了鲜明对比。分析人士指出，显然，基准美国股指的大幅上涨掩盖了诸多问题。在表面之下，投资者正变得难以取悦。明显的风险在于，这可能演变成对自今年春季以来一直充满希望的市场的全面清算。在这种市场环境下，英伟达财报的重要性愈发凸显。尽管近期遭遇抛售，英伟达股价今年仍上涨35%，是纳斯达克100指数约17%涨幅的两倍多。同时，股价下跌使该公司的估值相对具有吸引力。英伟达目前的远期市盈率约为29倍，远低于其10年平均水平35倍，略高于纳斯达克100指数约26倍的水平。\"考虑到英伟达的增长速度，30倍市盈率似乎一点也不过分，\"资管公司Kingsview Wealth Management首席投资官Scott Martin表示。对于即将公布的业绩报道，华尔街分析师预计英伟达第三财季净利润和营收将双双增长超过50%。彭博汇编的数据显示，微软、亚马逊、谷歌和Meta这四家公司合计占英伟达销售额的40%以上，预计未来12个月它们的AI支出将增长34%，达到4400亿美元。因此，这家公司的业绩将直接反映数千亿美元AI投资的真实回报。分析人士指出，如果投资者满意英伟达的三季度业绩，多头将推动市场迎来乐观收官；如果不满意，市场可能面临更深的调整。正如Martin所言：\"这是一份'英伟达的表现决定市场走向'的财报。如果英伟达的业绩强劲，预计销售额和活动规模更大，那么一切都会好转。\"华尔街押注财报\"再次超预期\"华尔街投行对英伟达财报普遍持乐观态度。据硬AI消息，摩根大通在最新研报中指出，英伟达极有可能再次上演\"业绩超预期并上调指引\"（Beat-and-Raise）的戏码。该行预计三季度营收将超过市场普遍预期的约550亿美元，并给出高达630亿至640亿美元的业绩指引，显著高于市场预期的615亿美元。摩根大通称，当前决定英伟达增长速度的并非需求，而是其庞大供应链的产能极限。AI算力需求持续显著超过供应，英伟达最大客户群体包括超大规模云服务商、新兴云计算公司和AI实验室仍面临算力瓶颈。供应链产能正在快速扩张。摩根大通预计三季度的Blackwell/Blackwell Ultra机架出货量实现了约50%的季度环比增长，达到约10,000个机架的规模，这一增长势头有望在四季度延续。该行预计英伟达在整个2026财年的机架总出货量将达到28,000至30,000个。更重要的是，根据英伟达在10月GTC大会上披露的信息，其2026日历年的订单积压量已经超过70,000个机架，超过了明年全年的最大产能。基于此，摩根大通维持对英伟达的\"增持\"评级，目标价为215美元。摩根大通还在研报中称，投资者应密切关注管理层如何回应四大核心关切：首先是Blackwell/Blackwell Ultra的产能爬坡轨迹，特别是进入2026年上半年（即英伟达的2027财年上半年）的产能扩张速度。其次是AI支出的可持续性。摩根大通全球团队近期报告的结论是，到2030年，AI领域的资金来源将保持充裕。第三是电力限制的影响。未来五年全球预计有约120吉瓦的数据中心电力容量上线，但新的天然气轮机交付周期已激增至3-4年，而核电站的建设周期则超过10年，电力已成为现实瓶颈。最后是零部件成本通胀对毛利率的影响。摩根大通认为，上涨的LPDDR内存价格是比HBM内存更大的压力点。尽管如此，该行相信英伟达仍有能力在2026财年末实现其设定的70%区间中段的毛利率目标。据追风交易台消息，摩根士丹利更为乐观，将英伟达目标价上调至220美元。分析师Joseph Moore在11月14日的报告中表示，行业调研显示需求出现实质性加速，英伟达已完全解决了早期机架相关问题，而需求持续激增。大摩行业调研显示，英伟达客户和供应商在第三季度的需求信号都指向加速增长，这与市场普遍预期英伟达各项增长指标已见顶的观点形成鲜明对比。在客户层面，第三季度云服务资本支出预期上调1420亿美元，四大超大规模云服务商各自增加200亿美元以上。相比2025年的美元增长幅度目前达到1150亿美元，比一个季度前高出60%。从供应商角度看，ODM厂商广达预计其AI服务器收入将在2026年第一季度加速增长，2026年同比增长超过100%。为支撑这一需求，广达计划明年将AI服务器产能翻倍，因为订单可见性已延伸至2027年。大摩将英伟达10月季营收预期从此前的544亿美元上调至550亿美元，明年1月季营收预期从612亿美元上调至631亿美元。分析师指出，10月季和1月季各实现80亿美元的季度环比增长将创下行业历史最高纪录。然而，市场的深层担忧难以消散尽管华尔街投行普遍看好英伟达财报，但市场对于AI投资的担忧正在加深，而且这些担忧已经反映在投资者行为上。据华尔街见闻此前文章，Peter Thiel的对冲基金在第三季度出售了其持有的全部英伟达股份。软银集团也退出了其持仓，以便为其他AI投资提供资金。因做空2008年金融危机期间房地产市场而出名的“大空头”Michael Burry旗下的Scion Asset Management披露买入了英伟达的看跌期权，Burry警告称AI存在泡沫。同时，彭博对909家对冲基金13F文件的分析发现，在截至9月30日的三个月里，增持和减持英伟达头寸的基金数量几乎持平。Jonestrading首席市场策略师Michael O'Rourke表示：\"AI领域的这些参与者一直在不遗余力地不断提高预期门槛，现在他们不仅必须兑现数字，还必须继续满足市场不断上升的预期，这对上市公司来说是一场危险的游戏。\"而且，市场当前面临的关键风险在于，如果大型AI支出者，特别是非上市公司OpenAI，不得不收缩其承诺，这些数字可能变得不可靠。Visible Alpha科技研究主管Melissa Otto指出：\"我认为市场目前真正纠结的是所有这些AI基础设施的总潜在市场规模。\"Allspring Global Investments投资组合经理Jake Seltz表示，公司持有英伟达大量头寸，他将密切关注下季度指引，虽然营收指引可能高于市场预期，但\"很难知道他们会给出多保守的指引\"。","news_type":1,"symbols_score_info":{"NVDS":2,"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501624949297448,"gmtCreate":1763475215882,"gmtModify":1763475218204,"author":{"id":"3509624102527832","authorId":"3509624102527832","name":"6f253c13","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509624102527832","authorIdStr":"3509624102527832"},"themes":[],"title":"","htmlText":"赶紧买三倍做空","listText":"赶紧买三倍做空","text":"赶紧买三倍做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501624949297448","repostId":"2584934780","repostType":2,"repost":{"id":"2584934780","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1763470508,"share":"https://www.laohu8.com/m/news/2584934780?lang=zh_CN&edition=full","pubTime":"2025-11-18 20:55","market":"sh","language":"zh","title":"谷歌CEO警告：AI泡沫破裂时，无一家公司能够幸免","url":"https://stock-news.laohu8.com/highlight/detail?id=2584934780","media":"华尔街见闻","summary":"谷歌CEO警告，当下AI热潮含有“非理性”成分，一旦泡沫破裂，没有任何公司能完全幸免。尽管AI被视为最深刻的技术并有望带来长期价值，但当前估值飙升与巨额投入已令人联想到互联网泡沫。谷歌凭借“全栈”技术具备抵御能力，但仍面临能源需求飙升、气候目标推迟及就业冲击等挑战。","content":"<html><head></head><body><blockquote><p>谷歌CEO警告，当下AI热潮含有“非理性”成分，一旦泡沫破裂，没有任何公司能完全幸免。尽管AI被视为最深刻的技术并有望带来长期价值，但当前估值飙升与巨额投入已令人联想到互联网泡沫。谷歌凭借“全栈”技术具备抵御能力，但仍面临能源需求飙升、气候目标推迟及就业冲击等挑战。</p></blockquote><p style=\"text-align: justify;\">谷歌母公司Alphabet的首席执行官Sundar Pichai发出了一个罕见的警告：当前的人工智能热潮中存在“非理性”成分，一旦潜在的泡沫破裂，没有任何公司能够幸免，即便是谷歌也不例外。</p><p style=\"text-align: justify;\">在近日接受媒体的专访时，Pichai承认AI投资的增长是一个“非凡的时刻”，但也直言当前的繁荣中存在“非理性”的因素。这一表态正值硅谷内外对AI泡沫的担忧日益加剧之际。近几个月来，AI科技公司的估值一路飙升，企业在该领域的投入也达到了惊人的规模。</p><p style=\"text-align: justify;\">当被问及如果AI泡沫破裂，谷歌是否能免受冲击时，Pichai表示，这家科技巨头有能力抵御潜在的风暴，但也发出了警告：<strong>“我认为没有公司能够幸免，包括我们。”</strong></p><p style=\"text-align: justify;\">在这次内容广泛的专访中，Pichai还谈及了AI带来的巨大能源需求、公司气候目标的延期，以及这场技术革命对就业的深远影响，勾勒出一幅机遇与严峻挑战并存的复杂图景。</p><h2 id=\"id_230125411\">AI热潮中的“非理性”时刻</h2><p style=\"text-align: justify;\">市场对AI的狂热，已让人联想起上世纪90年代末的互联网泡沫。当时，对新技术的乐观情绪将早期互联网公司的估值推至高点，但泡沫最终在2000年初破裂，导致大量公司倒闭、股价崩盘，并冲击了人们的储蓄和养老基金。分析师们对围绕OpenAI进行的约1.4万亿美元的复杂交易表示怀疑，而该公司今年的预期收入不到计划投资额的千分之一。</p><p style=\"text-align: justify;\">Pichai关于“非理性”的评论，呼应了前美联储主席格林斯潘（Alan Greenspan）在1996年互联网泡沫破裂前提出的“非理性繁荣”的著名警告。Pichai表示，<strong>在这样的投资周期中，行业可能会出现“过度投资”。</strong>但他同时认为，“我们可以回顾一下互联网。当时显然有很多过度投资，但我们没有人会质疑互联网的意义是深远的。我预计AI也会是同样的情况。”</p><p style=\"text-align: justify;\">这位谷歌掌门人的看法也得到了华尔街的呼应。摩根大通首席执行官戴蒙（Jamie Dimon）上月曾表示，对AI的投资终将获得回报，但投入该行业的部分资金“可能会打水漂”。</p><p style=\"text-align: justify;\">尽管Pichai警告“没有公司能够幸免”，但他表示，<strong>谷歌拥有独特的“全栈”技术模式，是其抵御风暴的信心来源。</strong></p><p style=\"text-align: justify;\">这一模式涵盖了从芯片到数据、再到模型和前沿科学的完整技术链条。具体而言，Alphabet正在开发可与英伟达竞争的AI专用超级芯片；同时，其拥有的YouTube等平台提供了海量数据资源。</p><h2 id=\"id_3923484950\">AI是人类迄今“最深刻的技术”</h2><p style=\"text-align: justify;\">Pichai将AI称为人类迄今为止研究的“最深刻的技术”，并预言它将重塑我们所熟知的工作模式。“我们将不得不经历社会的颠覆性变革，”他说，但这也会“创造新的机会”。</p><p style=\"text-align: justify;\">他认为，AI将“演变和转变某些工作岗位，人们需要适应”。<strong>那些学会适应AI的人“会做得更好”。</strong>他强调：</p><p style=\"text-align: justify;\">“无论你想成为老师还是医生，所有这些职业都会继续存在，但在这些职业中表现出色的人，将是那些学会如何使用这些新工具的人。”</p><p style=\"text-align: justify;\">与此同时，Alphabet也在加大对关键市场的战略布局。该公司已承诺在未来两年向英国投资50亿英镑，用于基础设施和研究。Pichai表示，Alphabet将在英国开展“最先进的”研究工作，其关键的AI部门DeepMind总部就设在伦敦。他还首次表示，谷歌将“随着时间的推移”在英国“训练我们的模型”，此举被英国政府视为巩固其作为仅次于美国和中国的全球第三大AI“超级大国”地位的关键一步。</p><p style=\"text-align: justify;\">AI的飞速发展并非没有代价，其巨大的能源需求正成为一个日益严峻的挑战。Pichai警告称，AI的能源需求是“巨大的”，并指出需要采取行动，包括在英国，以开发新的能源并扩大能源基础设施的规模。“你不会希望因为能源问题而限制经济发展，我认为那会带来后果，”他表示。</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 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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谷歌CEO警告：AI泡沫破裂时，无一家公司能够幸免\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-18 20:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3759643><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>谷歌CEO警告，当下AI热潮含有“非理性”成分，一旦泡沫破裂，没有任何公司能完全幸免。尽管AI被视为最深刻的技术并有望带来长期价值，但当前估值飙升与巨额投入已令人联想到互联网泡沫。谷歌凭借“全栈”技术具备抵御能力，但仍面临能源需求飙升、气候目标推迟及就业冲击等挑战。谷歌母公司Alphabet的首席执行官Sundar Pichai发出了一个罕见的警告：当前的人工智能热潮中存在“非理性”成分，一旦潜在...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3759643\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f348812ea39b45cad3d64af127992eb9","relate_stocks":{"LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc 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INC"},"source_url":"https://wallstreetcn.com/articles/3759643","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2584934780","content_text":"谷歌CEO警告，当下AI热潮含有“非理性”成分，一旦泡沫破裂，没有任何公司能完全幸免。尽管AI被视为最深刻的技术并有望带来长期价值，但当前估值飙升与巨额投入已令人联想到互联网泡沫。谷歌凭借“全栈”技术具备抵御能力，但仍面临能源需求飙升、气候目标推迟及就业冲击等挑战。谷歌母公司Alphabet的首席执行官Sundar Pichai发出了一个罕见的警告：当前的人工智能热潮中存在“非理性”成分，一旦潜在的泡沫破裂，没有任何公司能够幸免，即便是谷歌也不例外。在近日接受媒体的专访时，Pichai承认AI投资的增长是一个“非凡的时刻”，但也直言当前的繁荣中存在“非理性”的因素。这一表态正值硅谷内外对AI泡沫的担忧日益加剧之际。近几个月来，AI科技公司的估值一路飙升，企业在该领域的投入也达到了惊人的规模。当被问及如果AI泡沫破裂，谷歌是否能免受冲击时，Pichai表示，这家科技巨头有能力抵御潜在的风暴，但也发出了警告：“我认为没有公司能够幸免，包括我们。”在这次内容广泛的专访中，Pichai还谈及了AI带来的巨大能源需求、公司气候目标的延期，以及这场技术革命对就业的深远影响，勾勒出一幅机遇与严峻挑战并存的复杂图景。AI热潮中的“非理性”时刻市场对AI的狂热，已让人联想起上世纪90年代末的互联网泡沫。当时，对新技术的乐观情绪将早期互联网公司的估值推至高点，但泡沫最终在2000年初破裂，导致大量公司倒闭、股价崩盘，并冲击了人们的储蓄和养老基金。分析师们对围绕OpenAI进行的约1.4万亿美元的复杂交易表示怀疑，而该公司今年的预期收入不到计划投资额的千分之一。Pichai关于“非理性”的评论，呼应了前美联储主席格林斯潘（Alan Greenspan）在1996年互联网泡沫破裂前提出的“非理性繁荣”的著名警告。Pichai表示，在这样的投资周期中，行业可能会出现“过度投资”。但他同时认为，“我们可以回顾一下互联网。当时显然有很多过度投资，但我们没有人会质疑互联网的意义是深远的。我预计AI也会是同样的情况。”这位谷歌掌门人的看法也得到了华尔街的呼应。摩根大通首席执行官戴蒙（Jamie Dimon）上月曾表示，对AI的投资终将获得回报，但投入该行业的部分资金“可能会打水漂”。尽管Pichai警告“没有公司能够幸免”，但他表示，谷歌拥有独特的“全栈”技术模式，是其抵御风暴的信心来源。这一模式涵盖了从芯片到数据、再到模型和前沿科学的完整技术链条。具体而言，Alphabet正在开发可与英伟达竞争的AI专用超级芯片；同时，其拥有的YouTube等平台提供了海量数据资源。AI是人类迄今“最深刻的技术”Pichai将AI称为人类迄今为止研究的“最深刻的技术”，并预言它将重塑我们所熟知的工作模式。“我们将不得不经历社会的颠覆性变革，”他说，但这也会“创造新的机会”。他认为，AI将“演变和转变某些工作岗位，人们需要适应”。那些学会适应AI的人“会做得更好”。他强调：“无论你想成为老师还是医生，所有这些职业都会继续存在，但在这些职业中表现出色的人，将是那些学会如何使用这些新工具的人。”与此同时，Alphabet也在加大对关键市场的战略布局。该公司已承诺在未来两年向英国投资50亿英镑，用于基础设施和研究。Pichai表示，Alphabet将在英国开展“最先进的”研究工作，其关键的AI部门DeepMind总部就设在伦敦。他还首次表示，谷歌将“随着时间的推移”在英国“训练我们的模型”，此举被英国政府视为巩固其作为仅次于美国和中国的全球第三大AI“超级大国”地位的关键一步。AI的飞速发展并非没有代价，其巨大的能源需求正成为一个日益严峻的挑战。Pichai警告称，AI的能源需求是“巨大的”，并指出需要采取行动，包括在英国，以开发新的能源并扩大能源基础设施的规模。“你不会希望因为能源问题而限制经济发展，我认为那会带来后果，”他表示。","news_type":1,"symbols_score_info":{"GOOG":1.5,"USJW.SI":0.6,"GOOGL":1.5}},"isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501497594433624,"gmtCreate":1763443465022,"gmtModify":1763443466747,"author":{"id":"3509624102527832","authorId":"3509624102527832","name":"6f253c13","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509624102527832","authorIdStr":"3509624102527832"},"themes":[],"title":"","htmlText":"<a 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AI泡沫破裂了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/496617264845200","isVote":1,"tweetType":1,"viewCount":2605,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"content":"阿里都拿不住的 ，中概股就没有值得入手的了","text":"阿里都拿不住的 ，中概股就没有值得入手的了","html":"阿里都拿不住的 ，中概股就没有值得入手的了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496614402113640,"gmtCreate":1762266917291,"gmtModify":1762266919301,"author":{"id":"3509624102527832","authorId":"3509624102527832","name":"6f253c13","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509624102527832","authorIdStr":"3509624102527832"},"themes":[],"title":"","htmlText":"<a 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中美谈崩了？","text":"$阿里巴巴(BABA)$ 中美谈崩了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/494747589935808","isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4122715558561480","authorId":"4122715558561480","name":"BabyStep","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"4122715558561480","authorIdStr":"4122715558561480"},"content":"很神奇，不知道为啥大跌","text":"很神奇，不知道为啥大跌","html":"很神奇，不知道为啥大跌"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494460153906040,"gmtCreate":1761748315697,"gmtModify":1761748317425,"author":{"id":"3509624102527832","authorId":"3509624102527832","name":"6f253c13","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509624102527832","authorIdStr":"3509624102527832"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> unbelievable","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> unbelievable","text":"$英伟达(NVDA)$ unbelievable","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494460153906040","isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":487728514544296,"gmtCreate":1760082955224,"gmtModify":1760082958998,"author":{"id":"3509624102527832","authorId":"3509624102527832","name":"6f253c13","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509624102527832","authorIdStr":"3509624102527832"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 等150上车","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 等150上车","text":"$阿里巴巴(BABA)$ 等150上车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487728514544296","isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":485225468552008,"gmtCreate":1759492040749,"gmtModify":1759492043066,"author":{"id":"3509624102527832","authorId":"3509624102527832","name":"6f253c13","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509624102527832","authorIdStr":"3509624102527832"},"themes":[],"htmlText":"才买了1万股？","listText":"才买了1万股？","text":"才买了1万股？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/485225468552008","repostId":"2572509775","repostType":2,"repost":{"id":"2572509775","kind":"news","pubTimestamp":1759484931,"share":"https://www.laohu8.com/m/news/2572509775?lang=zh_CN&edition=full","pubTime":"2025-10-03 17:48","market":"us","language":"zh","title":"大涨才开始？阿里(BABA.US)飙涨点燃FOMO情绪：占据“中概AI股C位”，“木头姐”火速加仓","url":"https://stock-news.laohu8.com/highlight/detail?id=2572509775","media":"智通财经","summary":"智通财经APP获悉，基金经理们认为，在今年市值增长高达 2500 亿美元后，阿里巴巴有可能延续上涨态势，使其成为中国最热门的人工智能概念股。他仍认为阿里巴巴存在“巨大的上涨空间”。与 2020 年的峰值相比，该股票目前仍处于严重下跌态势。2025 年的大幅上涨已显现了一些警示信号，阿里巴巴的 14 天相对强弱指数显示其股票已处于超买状态。另一方面，卖方机构再次一致推荐阿里巴巴股票为“买入”选择。","content":"<html><body><p>智通财经APP获悉，基金经理们认为，在今年市值增长高达 2500 亿美元后，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(BABA.US)有可能延续上涨态势，使其成为中国最热门的人工智能概念股。其在美国上市的股票价格已上涨逾一倍，华尔街仍在看好中国在人工智能领域的前景。而作为中国人工智能领域的杰出代表，阿里股价仍远低于其历史最高点，但美国主要的大型科技巨头股票在近几个月也已达到峰值。</p><p><strong>该公司股价仍具吸引力且全球基金的投资水平较低，这些因素被认为为其股价的长期上涨留有空间。</strong>Gam Investment Management基金经理Jian Shi Cortesi表示：“我们预计这种轻仓持仓状况将会改变，这种情绪也可能受到股价大幅上涨后人们担心错失良机(FOMO)这一因素的推动。”他仍认为<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>存在“巨大的上涨空间”。</p><p><img src=\"https://img.zhitongcaijing.com/image/20251003/1759485022151551.png?x-oss-process=image/format,jpg/quality,q_90\" title=\"1759485022151551.png\"/></p><p><strong>与 2020 年的峰值相比，该股票目前仍处于严重下跌态势。</strong>此前数年，由于监管整顿、内部动荡以及消费疲软等因素的影响，该公司股价持续下跌。其在港的股价约为预期未来收益的 22 倍，是其过去三年平均水平的两倍，但与恒生科技指数的水平相当。而且，这一市盈率远低于阿里巴巴 29 倍的峰值水平，也低于<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)和<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)的当前市盈率水平。</p><p><a href=\"https://laohu8.com/S/JHG\">Janus Henderson</a>旗下价值 60 亿美元的Global Technology Leaders Fund的基金经理Richard Clode表示：“我认为短期内没人会认为阿里巴巴的估值过高。这就是为什么许多全球投资者会觉得在此投资更为放心的原因。”</p><p>对于投资者而言，一个关键的问题是阿里巴巴的估值究竟应该达到何种程度才算合理。全球范围内，人工智能类股票的估值再次引发了人们的关注，因为人们担心这些服务尚未普及开来，因而无法获得高额收益。</p><p><img src=\"https://img.zhitongcaijing.com/image/20251003/1759485038747926.png?x-oss-process=image/format,jpg/quality,q_80\" title=\"1759485038747926.png\"/></p><p>中国人工智能领军企业</p><p><strong>近期推动股价上涨的一个重要因素在于该公司对于在人工智能业务方面的重大投入。</strong>阿里首席执行官吴泳铭上周表示，阿里巴巴计划在未来三年内将此前预计的 530 亿美元人工智能预算进一步增加，但他并未给出更具体的数据。同样地，包括 <a href=\"https://laohu8.com/S/META\">Meta</a> (META.US)、微软、Alphabet (GOOGL.US)和亚马逊的四家美国大型超大规模企业预计今年将投入超过 3440 亿美元，其中很大一部分资金将用于AI数据中心建设；这四家公司整体的市值今年已增加了接近2万亿美元。</p><p>Aberdeen Investments投资经理Bush Chu指出：“如果中国企业能够继续展现出强大的人工智能技术实力并实现持续的盈利增长，全球投资者将会予以关注。不过，阿里巴巴的支出相当谨慎。如果阿里巴巴想要为全球客户提供服务，可能还需要更多的资金。”</p><p><strong>这家中国电商领域的领军企业凭借其在人工智能领域的布局已取得了一些初步成果。</strong>阿里巴巴云服务在最近一个季度的营收增长了 26%，成为该集团增长最快的部门。据Edmond de Rothschild Asset Management基金经理Xiadong Bao称，作为一家国内的人工智能企业，它几乎没有竞争对手。</p><p>Bao表示：“与美国那种资源丰富的目标市场不同，在中国，阿里巴巴是为数不多同时拥有世界领先的大规模语言模型、能够获取人工智能芯片、拥有成熟云基础设施以及数据丰富的核心业务的企业之一。”他还补充道，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>和未上市的字节跳动公司是另外两家具备这些条件的企业。</p><p><img src=\"https://img.zhitongcaijing.com/image/20251003/1759485057426970.png?x-oss-process=image/format,jpg/quality,q_90\" title=\"1759485057426970.png\"/></p><p>关键的AI投资</p><p><strong>在去年 1 月DeepSeek爆火之后，中国在以合理成本生产可用的人工智能技术方面展现出了实力，此后阿里巴巴成为了中国人工智能投资领域的代表人物。</strong><strong>其股票已成为在岸投资者的热门选择，截至 9 月 30 日，这些投资者持有阿里巴巴 11%的股份，较一个月前的 8.6%有所上升，相关数据来自香港证券交易所。</strong></p><p>海外投资者在重新入场方面显得更为谨慎。据<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>的数据，截至 8 月底，国际基金持有的阿里巴巴股票市值较其在摩根士丹利中国指数中的权重仍低 1.3%。</p><p><strong>“木头姐”凯西·伍德是众多转为看多的外国基金经理之一</strong>——她上个月重新买入了阿里巴巴的美国存托凭证，这是她四年来首次采取这一行动。而且凯茜·伍德的方舟投资管理公司本周进一步增持了阿里巴巴股票。伍德的基金周四买入了14453股阿里巴巴股票，按收盘价计算价值约274万美元。该基金在周三和周二分别买入了价值550万美元和410万美元的阿里巴巴股票。</p><p>2025 年的大幅上涨已显现了一些警示信号，阿里巴巴的 14 天相对强弱指数显示其股票已处于超买状态。根据<a href=\"https://laohu8.com/S/SPGI\">标普全球</a>的数据，香港股市的空头持仓比例飙升至流通股的 0.47%，这是自 2019 年上市后不久以来的最高水平。</p><p>另一方面，卖方机构再次一致推荐阿里巴巴股票为“买入”选择。期权交易者也加大了交易力度，以押注更大的收益。相对于恒生科技指数，此类押注的成本已接近 2022 年以来的最高水平，而未平仓合约的数量在最近的月度到期前也达到了历史最高值。</p></body></html>","source":"stock_zhitongcaijing","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>大涨才开始？阿里(BABA.US)飙涨点燃FOMO情绪：占据“中概AI股C位”，“木头姐”火速加仓</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; 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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大涨才开始？阿里(BABA.US)飙涨点燃FOMO情绪：占据“中概AI股C位”，“木头姐”火速加仓\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-03 17:48 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1352168.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，基金经理们认为，在今年市值增长高达 2500 亿美元后，阿里巴巴(BABA.US)有可能延续上涨态势，使其成为中国最热门的人工智能概念股。其在美国上市的股票价格已上涨逾一倍，华尔街仍在看好中国在人工智能领域的前景。而作为中国人工智能领域的杰出代表，阿里股价仍远低于其历史最高点，但美国主要的大型科技巨头股票在近几个月也已达到峰值。该公司股价仍具吸引力且全球基金的投资水平较低，这些...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1352168.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FOMO":"FOMO ETF","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","BABA":"阿里巴巴","BK4122":"互联网与直销零售","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4535":"淡马锡持仓","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","09988":"阿里巴巴-W","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","BK4504":"桥水持仓","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","BK4614":"Manus概念股","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc 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月底，国际基金持有的阿里巴巴股票市值较其在摩根士丹利中国指数中的权重仍低 1.3%。“木头姐”凯西·伍德是众多转为看多的外国基金经理之一——她上个月重新买入了阿里巴巴的美国存托凭证，这是她四年来首次采取这一行动。而且凯茜·伍德的方舟投资管理公司本周进一步增持了阿里巴巴股票。伍德的基金周四买入了14453股阿里巴巴股票，按收盘价计算价值约274万美元。该基金在周三和周二分别买入了价值550万美元和410万美元的阿里巴巴股票。2025 年的大幅上涨已显现了一些警示信号，阿里巴巴的 14 天相对强弱指数显示其股票已处于超买状态。根据标普全球的数据，香港股市的空头持仓比例飙升至流通股的 0.47%，这是自 2019 年上市后不久以来的最高水平。另一方面，卖方机构再次一致推荐阿里巴巴股票为“买入”选择。期权交易者也加大了交易力度，以押注更大的收益。相对于恒生科技指数，此类押注的成本已接近 2022 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href=\"https://laohu8.com/S/BAC\">美国银行</a>公布的最新基金经理月度调查结果显示，<b>有接近45%的受访基金经理认为5月市场最拥挤的交易是做多比特币</b>，与4月的27%相比出现了明显回升。早在今年1月的调查时，做多比特币就曾经被公认为是“最拥挤交易”。</p><p>技术面上，技术分析师此前就认为比特币会跌破40000美元关口。</p><p><img src=\"https://static.tigerbbs.com/b5926d80d98cc8afc4761a1102fcfd52\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"></p><p>Evercore ISI的分析师Rich Ross认为，与其他投机性资产的价格走势类似，<b>比特币注定会跌破200日均线，回落至40000美元</b>。</p><p>其他分析师则认为比特币将会跌至更低点，因为<b>马斯克难以捉摸的推文会让传统的投资者望而却步，转而投资更加稳定的黄金资产</b>。</p><p>Tallbacken资本CEO迈克尔·珀维斯（Michael Purves）上个月准确预测了比特币的下跌。他指出，<b>现在越来越多的投资者已经开始看空比特币了</b>。</p><p>自去年5月以来，比特币涨幅达300%。但是最近比特币开始疯狂下跌，与4月份的盘中高点64000美元相比，比特币价格已经下跌了约30%。这劝退了不少想要新进场的投资者。人们不禁开始怀疑比特币能否成为成熟稳定的资产。</p><p>Wave Financial的高级交易员贾斯汀·楚（Justin Chuh）说道：</p><blockquote>“虽然我们都不希望看到这种情况出现，但是现在比特币的下跌是很正常的。”</blockquote><p>而Fundstrat Global Advisors的分析师David Grider则持相反的观点。在周一发布的一份报告中，他列举了九个比特币将会回弹的理由，比如，目前的空头已经足够多了，而且这种短期修正在这种加密货币狂潮中是很正常的。Grider还写道：</p><blockquote>“我们认为比特币价格已经接近短期底部，建议投资者不要过于恐慌而开始抛售比特币。”</blockquote><p>安克雷奇数字银行（Anchorage Digital Bank）是一家为机构投资者提供数字资产交易平台的公司。它的联合创始人迪奥戈·莫妮卡（Diogo Monica）表示，客户仍在增加加密货币持有量，因为他们认为“现在是很好的买入时机”。</p><p>加密货币交易所Luno的业务发展主管Vijay Ayyary也示，在比特币牛市期间，30%-40%的回调是“正常的”。Ayyar认为现在已经很接近底部了。</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>比特币跌幅扩大至18%！美股区块链板块盘前再度跳水</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; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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比特币跌幅扩大至18%！美股区块链板块盘前再度跳水\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-19 20:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月19日讯，比特币跌幅扩大至18%，跌破35000美元/枚整数关口，日内连续跌破九道千元关口。</p><p>美股区块链板块盘前再度跳水，<a href=\"https://laohu8.com/S/MARA\">Marathon Patent</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>跌17%，<a href=\"https://laohu8.com/S/BTCM\">比特矿业</a>跌15%，<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>、<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>、<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>、<a href=\"https://laohu8.com/S/BTBT\">Bit Digital</a>均跌超10%。</p><p>目前，比特币不仅失去了马斯克的“宠爱”，还正面临多个利空消息夹击。</p><p>18日晚间，<b>央行出手发文，金融业三大协会发声</b>：虚拟货币交易服务涉嫌开展非法金融活动，将加强加密货币市场监管。</p><p>周二晚间，<a href=\"https://laohu8.com/S/BAC\">美国银行</a>公布的最新基金经理月度调查结果显示，<b>有接近45%的受访基金经理认为5月市场最拥挤的交易是做多比特币</b>，与4月的27%相比出现了明显回升。早在今年1月的调查时，做多比特币就曾经被公认为是“最拥挤交易”。</p><p>技术面上，技术分析师此前就认为比特币会跌破40000美元关口。</p><p><img src=\"https://static.tigerbbs.com/b5926d80d98cc8afc4761a1102fcfd52\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"></p><p>Evercore ISI的分析师Rich Ross认为，与其他投机性资产的价格走势类似，<b>比特币注定会跌破200日均线，回落至40000美元</b>。</p><p>其他分析师则认为比特币将会跌至更低点，因为<b>马斯克难以捉摸的推文会让传统的投资者望而却步，转而投资更加稳定的黄金资产</b>。</p><p>Tallbacken资本CEO迈克尔·珀维斯（Michael Purves）上个月准确预测了比特币的下跌。他指出，<b>现在越来越多的投资者已经开始看空比特币了</b>。</p><p>自去年5月以来，比特币涨幅达300%。但是最近比特币开始疯狂下跌，与4月份的盘中高点64000美元相比，比特币价格已经下跌了约30%。这劝退了不少想要新进场的投资者。人们不禁开始怀疑比特币能否成为成熟稳定的资产。</p><p>Wave Financial的高级交易员贾斯汀·楚（Justin Chuh）说道：</p><blockquote>“虽然我们都不希望看到这种情况出现，但是现在比特币的下跌是很正常的。”</blockquote><p>而Fundstrat Global Advisors的分析师David Grider则持相反的观点。在周一发布的一份报告中，他列举了九个比特币将会回弹的理由，比如，目前的空头已经足够多了，而且这种短期修正在这种加密货币狂潮中是很正常的。Grider还写道：</p><blockquote>“我们认为比特币价格已经接近短期底部，建议投资者不要过于恐慌而开始抛售比特币。”</blockquote><p>安克雷奇数字银行（Anchorage Digital Bank）是一家为机构投资者提供数字资产交易平台的公司。它的联合创始人迪奥戈·莫妮卡（Diogo Monica）表示，客户仍在增加加密货币持有量，因为他们认为“现在是很好的买入时机”。</p><p>加密货币交易所Luno的业务发展主管Vijay Ayyary也示，在比特币牛市期间，30%-40%的回调是“正常的”。Ayyar认为现在已经很接近底部了。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2b6ee35d5e3953381b46896042cc8e62","relate_stocks":{"MARA":"MARA Holdings","RIOT":"Riot Platforms","BTBT":"Bit Digital, Inc.","EBON":"亿邦国际","CAN":"嘉楠科技"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104359983","content_text":"5月19日讯，比特币跌幅扩大至18%，跌破35000美元/枚整数关口，日内连续跌破九道千元关口。美股区块链板块盘前再度跳水，Marathon Patent、Riot Blockchain跌17%，比特矿业跌15%，嘉楠科技、第九城市、亿邦国际、Bit Digital均跌超10%。目前，比特币不仅失去了马斯克的“宠爱”，还正面临多个利空消息夹击。18日晚间，央行出手发文，金融业三大协会发声：虚拟货币交易服务涉嫌开展非法金融活动，将加强加密货币市场监管。周二晚间，美国银行公布的最新基金经理月度调查结果显示，有接近45%的受访基金经理认为5月市场最拥挤的交易是做多比特币，与4月的27%相比出现了明显回升。早在今年1月的调查时，做多比特币就曾经被公认为是“最拥挤交易”。技术面上，技术分析师此前就认为比特币会跌破40000美元关口。Evercore ISI的分析师Rich Ross认为，与其他投机性资产的价格走势类似，比特币注定会跌破200日均线，回落至40000美元。其他分析师则认为比特币将会跌至更低点，因为马斯克难以捉摸的推文会让传统的投资者望而却步，转而投资更加稳定的黄金资产。Tallbacken资本CEO迈克尔·珀维斯（Michael Purves）上个月准确预测了比特币的下跌。他指出，现在越来越多的投资者已经开始看空比特币了。自去年5月以来，比特币涨幅达300%。但是最近比特币开始疯狂下跌，与4月份的盘中高点64000美元相比，比特币价格已经下跌了约30%。这劝退了不少想要新进场的投资者。人们不禁开始怀疑比特币能否成为成熟稳定的资产。Wave Financial的高级交易员贾斯汀·楚（Justin Chuh）说道：“虽然我们都不希望看到这种情况出现，但是现在比特币的下跌是很正常的。”而Fundstrat Global Advisors的分析师David Grider则持相反的观点。在周一发布的一份报告中，他列举了九个比特币将会回弹的理由，比如，目前的空头已经足够多了，而且这种短期修正在这种加密货币狂潮中是很正常的。Grider还写道：“我们认为比特币价格已经接近短期底部，建议投资者不要过于恐慌而开始抛售比特币。”安克雷奇数字银行（Anchorage Digital Bank）是一家为机构投资者提供数字资产交易平台的公司。它的联合创始人迪奥戈·莫妮卡（Diogo Monica）表示，客户仍在增加加密货币持有量，因为他们认为“现在是很好的买入时机”。加密货币交易所Luno的业务发展主管Vijay Ayyary也示，在比特币牛市期间，30%-40%的回调是“正常的”。Ayyar认为现在已经很接近底部了。","news_type":1,"symbols_score_info":{"CAN":0.9,"EBON":0.9,"XBTmain":0.9,"BTBT":0.9,"MARA":0.9,"RIOT":0.9,"BTCmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346811450,"gmtCreate":1618020302270,"gmtModify":1618020302270,"author":{"id":"3509624102527832","authorId":"3509624102527832","name":"6f253c13","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3509624102527832","idStr":"3509624102527832"},"themes":[],"htmlText":"为啥不罚腾讯？还是马爸爸太高调，得罪了天上人。","listText":"为啥不罚腾讯？还是马爸爸太高调，得罪了天上人。","text":"为啥不罚腾讯？还是马爸爸太高调，得罪了天上人。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346811450","repostId":"1145816571","repostType":2,"repost":{"id":"1145816571","kind":"news","pubTimestamp":1618016831,"share":"https://www.laohu8.com/m/news/1145816571?lang=zh_CN&edition=full","pubTime":"2021-04-10 09:07","market":"us","language":"zh","title":"罚款182.28亿！市场监管总局处罚阿里巴巴垄断行为","url":"https://stock-news.laohu8.com/highlight/detail?id=1145816571","media":"华尔街见闻","summary":"2020年12月，市场监管总局依据《反垄断法》对$阿里巴巴$集团控股有限公司在中国境内网络零售平台服务市场滥用市场支配地位行为立案调查。根据《反垄断法》第四十七条、第四十九条规定，综合考虑阿里巴巴集团违法行为的性质、程度和持续时间等因素，2021年4月10日，市场监管总局依法作出行政处罚决定，责令阿里巴巴集团停止违法行为，并处以其2019年中国境内销售额4557.12亿元4%的罚款，计182.28亿元。","content":"<p>2020年12月，市场监管总局依据《反垄断法》对<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团控股有限公司（以下简称阿里巴巴集团）在中国境内网络零售平台服务市场滥用市场支配地位行为立案调查。</p><p>市场监管总局成立专案组，在扎实开展前期工作基础上，对阿里巴巴集团进行现场检查，调查询问相关人员，查阅复制有关文件资料，获取大量证据材料；对其他竞争性平台和平台内商家广泛开展调查取证；对本案证据材料进行深入核查和大数据分析；组织专家反复深入开展案件分析论证；多次听取阿里巴巴集团陈述意见，保障其合法权利。本案事实清楚、证据确凿、定性准确、处理恰当、手续完备、程序合法。</p><p>经查，阿里巴巴集团在中国境内网络零售平台服务市场具有支配地位。自2015年以来，阿里巴巴集团滥用该市场支配地位，对平台内商家提出“二选一”要求，禁止平台内商家在其他竞争性平台开店或参加促销活动，并借助市场力量、平台规则和数据、算法等技术手段，采取多种奖惩措施保障“二选一”要求执行，维持、增强自身市场力量，获取不正当竞争优势。</p><p>调查表明，<b>阿里巴巴集团实施“二选一”行为排除、限制了中国境内网络零售平台服务市场的竞争，妨碍了商品服务和资源要素自由流通，影响了平台经济创新发展，侵害了平台内商家的合法权益，损害了消费者利益，构成《反垄断法》第十七条第一款第（四）项禁止“没有正当理由，限定交易相对人只能与其进行交易”的滥用市场支配地位行为</b>。</p><p>根据《反垄断法》第四十七条、第四十九条规定，综合考虑阿里巴巴集团违法行为的性质、程度和持续时间等因素，2021年4月10日，市场监管总局依法作出行政处罚决定，<b>责令阿里巴巴集团停止违法行为，并处以其2019年中国境内销售额4557.12亿元4%的罚款，计182.28亿元</b>。同时，按照《行政处罚法》坚持处罚与教育相结合的原则，向阿里巴巴集团发出《行政指导书》，要求其围绕严格落实平台企业主体责任、加强内控合规管理、维护公平竞争、保护平台内商家和消费者合法权益等方面进行全面整改，并连续三年向市场监管总局提交自查合规报告。</p><p>【相关阅读】</p><p><a href=\"https://laohu8.com/NW/1141772391\" target=\"_blank\">阿里巴巴发布《致客户和公众的一封信》：为商家创造更开放更公平的平台环境</a></p>","source":"highlight_wallstreetcn","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>罚款182.28亿！市场监管总局处罚阿里巴巴垄断行为</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{ 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class=\"title\">\n罚款182.28亿！市场监管总局处罚阿里巴巴垄断行为\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-10 09:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3627208><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2020年12月，市场监管总局依据《反垄断法》对阿里巴巴集团控股有限公司（以下简称阿里巴巴集团）在中国境内网络零售平台服务市场滥用市场支配地位行为立案调查。市场监管总局成立专案组，在扎实开展前期工作基础上，对阿里巴巴集团进行现场检查，调查询问相关人员，查阅复制有关文件资料，获取大量证据材料；对其他竞争性平台和平台内商家广泛开展调查取证；对本案证据材料进行深入核查和大数据分析；组织专家反复深入开展...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3627208\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/995418fbbbc235e75883dec898dccaa8","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://wallstreetcn.com/articles/3627208","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1145816571","content_text":"2020年12月，市场监管总局依据《反垄断法》对阿里巴巴集团控股有限公司（以下简称阿里巴巴集团）在中国境内网络零售平台服务市场滥用市场支配地位行为立案调查。市场监管总局成立专案组，在扎实开展前期工作基础上，对阿里巴巴集团进行现场检查，调查询问相关人员，查阅复制有关文件资料，获取大量证据材料；对其他竞争性平台和平台内商家广泛开展调查取证；对本案证据材料进行深入核查和大数据分析；组织专家反复深入开展案件分析论证；多次听取阿里巴巴集团陈述意见，保障其合法权利。本案事实清楚、证据确凿、定性准确、处理恰当、手续完备、程序合法。经查，阿里巴巴集团在中国境内网络零售平台服务市场具有支配地位。自2015年以来，阿里巴巴集团滥用该市场支配地位，对平台内商家提出“二选一”要求，禁止平台内商家在其他竞争性平台开店或参加促销活动，并借助市场力量、平台规则和数据、算法等技术手段，采取多种奖惩措施保障“二选一”要求执行，维持、增强自身市场力量，获取不正当竞争优势。调查表明，阿里巴巴集团实施“二选一”行为排除、限制了中国境内网络零售平台服务市场的竞争，妨碍了商品服务和资源要素自由流通，影响了平台经济创新发展，侵害了平台内商家的合法权益，损害了消费者利益，构成《反垄断法》第十七条第一款第（四）项禁止“没有正当理由，限定交易相对人只能与其进行交易”的滥用市场支配地位行为。根据《反垄断法》第四十七条、第四十九条规定，综合考虑阿里巴巴集团违法行为的性质、程度和持续时间等因素，2021年4月10日，市场监管总局依法作出行政处罚决定，责令阿里巴巴集团停止违法行为，并处以其2019年中国境内销售额4557.12亿元4%的罚款，计182.28亿元。同时，按照《行政处罚法》坚持处罚与教育相结合的原则，向阿里巴巴集团发出《行政指导书》，要求其围绕严格落实平台企业主体责任、加强内控合规管理、维护公平竞争、保护平台内商家和消费者合法权益等方面进行全面整改，并连续三年向市场监管总局提交自查合规报告。【相关阅读】阿里巴巴发布《致客户和公众的一封信》：为商家创造更开放更公平的平台环境","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":1047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365853522,"gmtCreate":1614729650866,"gmtModify":1703480346895,"author":{"id":"3509624102527832","authorId":"3509624102527832","name":"6f253c13","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3509624102527832","idStr":"3509624102527832"},"themes":[],"htmlText":"<a 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准备1.7接盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/934766570","isVote":1,"tweetType":1,"viewCount":883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":935429757,"gmtCreate":1573744175779,"gmtModify":1704726688888,"author":{"id":"3509624102527832","authorId":"3509624102527832","name":"6f253c13","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3509624102527832","idStr":"3509624102527832"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>&nbsp;滴，1.80上车","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>&nbsp;滴，1.80上车","text":"$蔚来(NIO)$ 滴，1.80上车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/935429757","isVote":1,"tweetType":1,"viewCount":922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420123008172064,"gmtCreate":1743599732980,"gmtModify":1743599734761,"author":{"id":"3509624102527832","authorId":"3509624102527832","name":"6f253c13","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3509624102527832","idStr":"3509624102527832"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$&nbsp;</a> 跌到20必抄底","listText":"<a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$&nbsp;</a> 跌到20必抄底","text":"$小米集团ADR(XIACY)$ 跌到20必抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/420123008172064","isVote":1,"tweetType":1,"viewCount":2612,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494290837684665","authorId":"3494290837684665","name":"墨白纵横","avatar":"https://static.tigerbbs.com/5044abc0877a58a720d306ce5e0ba7b5","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3494290837684665","idStr":"3494290837684665"},"content":"等着吧，我觉得他永远跌不到20了","text":"等着吧，我觉得他永远跌不到20了","html":"等着吧，我觉得他永远跌不到20了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":104405746,"gmtCreate":1620401221785,"gmtModify":1620401221785,"author":{"id":"3509624102527832","authorId":"3509624102527832","name":"6f253c13","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3509624102527832","idStr":"3509624102527832"},"themes":[],"htmlText":"<a 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