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沙漠之狐87

沙漠之狐87

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IP属地：浙江

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07-13 22:05

上半年过山车，特不靠谱上台账户腰斩，六月抓住了稳定币，做了两次call，终于扭亏为盈，全部盈利五千多刀，下半年再接再厉！

07-11

$NQ100指数主连 2509(NQmain)$ 这个位置去年年末和今年年初筑了好久的顶，现在又卡在这个位置了，没有大利好感觉又要折腾很久了

06-30

那就真不知道是没启动电脑，还是系统坏了

Windows“蓝屏死机”成历史，微软推“黑屏死机”新设计

06-26

后面持股比例太低就没多大意义了

06-25

那是不可能的，就像最初很多人质疑比特币一样

06-22

盘感这东西，交易多了，亏的多了就有了，很多时候都是看图交易，不过大部分也都是上升趋势的时候盘感才有价值，其他时候盘感就不存在了，说白了还是吃行情的饭，没有行情，再好的高手，哪怕股神巴菲特老爷子也不行啊！

06-22

coin会是大赢家，如果稳定币代股通过，那将改变股票交易方式！

06-21

coin是最大赢家，稳定币代股如果成功通过，那将颠覆传统股价交易方式

06-17

车呢？天天看你卖了多少辆，真实的车子在哪里？

贾跃亭：FX 又获 1000 台订单共收 3500 台，天后玛丽亚凯莉成 FF 91 车主

06-13

$NQ100指数主连 2506(NQmain)$ 天天白天砸，晚上就拉起来了

06-07

$AppLovin Corporation(APP)$ 原来是纳入标普500落空引发盘后大跌，这次没成功还有下次

06-05

$AppLovin Corporation(APP)$ 这是要一口气奔着创历史新高去吗？毕竟很多票解放日以来都历史新高了呀

03-25

$A50指数主连 2503(CNmain)$ 没人再说东升西降了吧

03-03

$英伟达(NVDA)$ 达子现在的波动率堪比期权，有些尾大不掉的意思

02-28

$英伟达(NVDA)$ 一己之力带崩纳指

02-27

市场对英伟达的要求太苛刻了

英伟达Q4营收393.31亿美元，同比大增78%，黄仁勋：对Blackwell需求惊人

02-25

$英伟达(NVDA)$ 纳指的大波动几乎都是达子贡献的，完全成了机构们博弈的主要战场，相比于苹果，微软还是很不稳定

02-24

$NQ100指数主连 2503(NQmain)$ 怎么学大A了，开盘就砸

02-18

$英伟达(NVDA)$ 英伟达只要上140必然被机构做空

01-18

180还差不多

去老虎APP查看更多动态

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这个位置去年年末和今年年初筑了好久的顶，现在又卡在这个位置了，没有大利好感觉又要折腾很久了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455296881345024","isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":451569342058928,"gmtCreate":1751271852811,"gmtModify":1751271854511,"author":{"id":"3537879207876251","authorId":"3537879207876251","name":"沙漠之狐87","avatar":"https://static.tigerbbs.com/9bdc30f5a4dc7784c566e14913548cf6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537879207876251","authorIdStr":"3537879207876251"},"themes":[],"htmlText":"那就真不知道是没启动电脑，还是系统坏了","listText":"那就真不知道是没启动电脑，还是系统坏了","text":"那就真不知道是没启动电脑，还是系统坏了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/451569342058928","repostId":"2546377473","repostType":2,"repost":{"id":"2546377473","kind":"news","pubTimestamp":1751095080,"share":"https://ttm.financial/m/news/2546377473?lang=&edition=full","pubTime":"2025-06-28 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class=\"title\">\nWindows“蓝屏死机”成历史，微软推“黑屏死机”新设计\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-28 15:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/t/2025-06-28/doc-infcrfqi9579141.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 据悉，微软公司宣布，正逐步淘汰Windows系统中沿用近40年的“蓝屏死机”（BSOD），取而代之的是全新的“黑屏死机”设计。这一变化将首先随Windows 11 24H2版本于今年夏季全面推送，为用户提供更清晰的错误信息以及更快速的系统恢复体验。新版本黑屏界面风格与Windows更新时的黑屏更接近，能直接列出导致系统崩溃的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/t/2025-06-28/doc-infcrfqi9579141.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","BK4579":"人工智能","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU2491050071.SGD":"WELLINGTON 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ACC"},"source_url":"https://finance.sina.com.cn/stock/t/2025-06-28/doc-infcrfqi9579141.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2546377473","content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 据悉，微软公司宣布，正逐步淘汰Windows系统中沿用近40年的“蓝屏死机”（BSOD），取而代之的是全新的“黑屏死机”设计。这一变化将首先随Windows 11 24H2版本于今年夏季全面推送，为用户提供更清晰的错误信息以及更快速的系统恢复体验。新版本黑屏界面风格与Windows更新时的黑屏更接近，能直接列出导致系统崩溃的驱动程序与错误类型，减少管理员依赖调试工具分析崩溃转储的需求。微软还将在此次更新中引入“快速机器恢复”功能，专为无法正常启动的设备设计，旨在进一步缩短宕机时间。\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"MSFT":1}},"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450235785425248,"gmtCreate":1750949735628,"gmtModify":1750949737570,"author":{"id":"3537879207876251","authorId":"3537879207876251","name":"沙漠之狐87","avatar":"https://static.tigerbbs.com/9bdc30f5a4dc7784c566e14913548cf6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537879207876251","authorIdStr":"3537879207876251"},"themes":[],"htmlText":"后面持股比例太低就没多大意义了","listText":"后面持股比例太低就没多大意义了","text":"后面持股比例太低就没多大意义了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450235785425248","isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449674124280544,"gmtCreate":1750809974467,"gmtModify":1750815707157,"author":{"id":"3537879207876251","authorId":"3537879207876251","name":"沙漠之狐87","avatar":"https://static.tigerbbs.com/9bdc30f5a4dc7784c566e14913548cf6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537879207876251","authorIdStr":"3537879207876251"},"themes":[],"htmlText":"那是不可能的，就像最初很多人质疑比特币一样","listText":"那是不可能的，就像最初很多人质疑比特币一样","text":"那是不可能的，就像最初很多人质疑比特币一样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449674124280544","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":448749560021656,"gmtCreate":1750584246913,"gmtModify":1750584249406,"author":{"id":"3537879207876251","authorId":"3537879207876251","name":"沙漠之狐87","avatar":"https://static.tigerbbs.com/9bdc30f5a4dc7784c566e14913548cf6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537879207876251","authorIdStr":"3537879207876251"},"themes":[],"htmlText":"盘感这东西，交易多了，亏的多了就有了，很多时候都是看图交易，不过大部分也都是上升趋势的时候盘感才有价值，其他时候盘感就不存在了，说白了还是吃行情的饭，没有行情，再好的高手，哪怕股神巴菲特老爷子也不行啊！","listText":"盘感这东西，交易多了，亏的多了就有了，很多时候都是看图交易，不过大部分也都是上升趋势的时候盘感才有价值，其他时候盘感就不存在了，说白了还是吃行情的饭，没有行情，再好的高手，哪怕股神巴菲特老爷子也不行啊！","text":"盘感这东西，交易多了，亏的多了就有了，很多时候都是看图交易，不过大部分也都是上升趋势的时候盘感才有价值，其他时候盘感就不存在了，说白了还是吃行情的饭，没有行情，再好的高手，哪怕股神巴菲特老爷子也不行啊！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/448749560021656","isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":448745599918208,"gmtCreate":1750583961848,"gmtModify":1750583963888,"author":{"id":"3537879207876251","authorId":"3537879207876251","name":"沙漠之狐87","avatar":"https://static.tigerbbs.com/9bdc30f5a4dc7784c566e14913548cf6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537879207876251","authorIdStr":"3537879207876251"},"themes":[],"htmlText":"coin会是大赢家，如果稳定币代股通过，那将改变股票交易方式！","listText":"coin会是大赢家，如果稳定币代股通过，那将改变股票交易方式！","text":"coin会是大赢家，如果稳定币代股通过，那将改变股票交易方式！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/448745599918208","isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":448271367324320,"gmtCreate":1750467795252,"gmtModify":1750467796501,"author":{"id":"3537879207876251","authorId":"3537879207876251","name":"沙漠之狐87","avatar":"https://static.tigerbbs.com/9bdc30f5a4dc7784c566e14913548cf6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537879207876251","authorIdStr":"3537879207876251"},"themes":[],"htmlText":"coin是最大赢家，稳定币代股如果成功通过，那将颠覆传统股价交易方式","listText":"coin是最大赢家，稳定币代股如果成功通过，那将颠覆传统股价交易方式","text":"coin是最大赢家，稳定币代股如果成功通过，那将颠覆传统股价交易方式","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/448271367324320","isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":446744700519120,"gmtCreate":1750089792689,"gmtModify":1750089793670,"author":{"id":"3537879207876251","authorId":"3537879207876251","name":"沙漠之狐87","avatar":"https://static.tigerbbs.com/9bdc30f5a4dc7784c566e14913548cf6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537879207876251","authorIdStr":"3537879207876251"},"themes":[],"htmlText":"车呢？天天看你卖了多少辆，真实的车子在哪里？","listText":"车呢？天天看你卖了多少辆，真实的车子在哪里？","text":"车呢？天天看你卖了多少辆，真实的车子在哪里？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446744700519120","repostId":"2543473671","repostType":2,"repost":{"id":"2543473671","kind":"news","pubTimestamp":1750072173,"share":"https://ttm.financial/m/news/2543473671?lang=&edition=full","pubTime":"2025-06-16 19:09","market":"us","language":"zh","title":"贾跃亭：FX 又获 1000 台订单共收 3500 台，天后玛丽亚 凯莉成 FF 91 车主","url":"https://stock-news.laohu8.com/highlight/detail?id=2543473671","media":"IT之家","summary":"FX Super One 又获 1000 台付费预订单已共收 3500 台订单贾跃亭介绍，FX 已与南加州最大的华人房产经纪公司 Pinnacle Real Estate Group 签署了 1000 台 FX Super One 的付费预订单合同。据了解，FX Super One 目前已经共收 3500 台付费预订单。","content":"<html><body><article><p>6 月 16 日，Faraday Future（FF）创始人、联席 CEO 贾跃亭在 CO-CEO 投资者周报中宣布，公司第二品牌 FX 的 B2B 收单又有突破性进展，又签署了 1000 台 FX Super One 的付费预订单合同，包括不可退的定金和非强制性预订单。此外，歌坛天后玛丽亚 凯莉成为下一位 FF 91 2.0 Futurist alliance 车主；FX Super One 专版 AI 软件即将公布，并启动第二批高管增持。</p><p>FX Super One 又获 1000 台付费预订单已共收 3500 台订单</p><p>贾跃亭介绍，FX 已与南加州最大的华人房产经纪公司 Pinnacle Real Estate Group 签署了 1000 台 FX Super One 的付费预订单合同。据了解，FX Super One 目前已经共收 3500 台付费预订单。</p><img src=\"http://e.thsi.cn/img/4356ae7e1743ebe1\"/><p>贾跃亭表示，此次合作开创了全球首个汽车公司与房产经纪公司之间的“B2B2C”合作模式，这是汽车产业前所未有的、高度<a href=\"https://laohu8.com/S/C76.SI\">创新</a>的极轻销售模式，实现了 AIEV 和房产经纪产业的破界化反，共创共享共赢。</p><p>据悉，FX 接下来还将会和更多大型房地产经纪公司展开合作，开拓独特的“豪车 + 豪宅”以及“车房同购”的合作模式，这将成为 FX 放量、打造爆款的极为重要的用户获取<a href=\"https://laohu8.com/S/01277\">力量</a>。”这是我们共创生态线上直销体系和线下 B2B 销售相结合模式的又一重大创新突破，更多细节，以后我会做更多分享。”贾跃亭说。</p><p>全球乐坛传奇、史上最畅销女歌手玛丽亚 凯莉成 FF 91 2.0 车主</p><p>贾跃亭在 CO-CEO 投资者周报中透露，全球乐坛传奇、史上最畅销女歌手玛丽亚 凯莉将成为 FF 91 2.0 Futurist Alliance 车主，FF 将会在近期向她交付新车。6 月 15 日，玛丽亚 凯莉在发布的全新单曲《Type Dangerous》官方 MV 里，FF 91 和 FFZERO1 大放异彩。</p><p>“能被‘牛姐’看上的车，才称得上极智科技顶奢。”贾跃亭表示，与玛丽亚 凯莉的共创标志着 FF 品牌影响力的“高识别度 + 高忠诚度”的循环正式形成，同时也意味着 FF 已步入全球顶级<a href=\"https://laohu8.com/S/300089\">文化</a>共创的新阶段。接下来还会有更多殿堂级和 GOAT 级明星名人和 FF、FX 以及 FX Super One 的共创合作，为产业创造变革性价值。</p><p>贾跃亭表示：“热烈祝贺玛丽亚 凯莉发布全新单曲及 MV，并欢迎她成为 FF 91 2.0 的最新车主。FF 91 2.0 代表了极智科技奢华，有玛丽亚 凯莉这样的标志性人物成为车主，将进一步巩固 FF 在全球智能电动车领域的领先地位。”</p><p>FX Super One 专版 AI 软件即将公布第二批高管增持启动</p><p>贾跃亭透露，FX Super One 专版 AI 软件的系统集成工作即将完成，计划将在 629 线下私享共创发布会和 717 首次全球线上产品发布中展示。</p><p>此外，第二批高管增持已经启动，包括 FX CEO Max、FF CFO KOTI 以及其他几位高管的第二批<span>股票增持</span>，已经正式获批且生效。接下来，他们将与贾跃亭及 FF 全球总裁 Jerry 的增持一样，在上市公司合规要求的冷静期后，券商自动扣款和实施增持。</p><p>“增持行动不仅代表管理层对公司长期价值的坚定看好，更是我们‘股东股民 first’原则的再一次践行。”贾跃亭说，“上周公司的市场表现非常不错，感谢所有支持我们的股东股民。”</p></article></body></html>","source":"tencent","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>贾跃亭：FX 又获 1000 台订单共收 3500 台，天后玛丽亚 凯莉成 FF 91 车主</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贾跃亭：FX 又获 1000 台订单共收 3500 台，天后玛丽亚 凯莉成 FF 91 车主\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-16 19:09 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250616191738a70bfbe3&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6 月 16 日，Faraday Future（FF）创始人、联席 CEO 贾跃亭在 CO-CEO 投资者周报中宣布，公司第二品牌 FX 的 B2B 收单又有突破性进展，又签署了 1000 台 FX Super One 的付费预订单合同，包括不可退的定金和非强制性预订单。此外，歌坛天后玛丽亚 凯莉成为下一位 FF 91 2.0 Futurist alliance 车主；FX Super One ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250616191738a70bfbe3&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250616191738a70bfbe3&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2543473671","content_text":"6 月 16 日，Faraday Future（FF）创始人、联席 CEO 贾跃亭在 CO-CEO 投资者周报中宣布，公司第二品牌 FX 的 B2B 收单又有突破性进展，又签署了 1000 台 FX Super One 的付费预订单合同，包括不可退的定金和非强制性预订单。此外，歌坛天后玛丽亚 凯莉成为下一位 FF 91 2.0 Futurist alliance 车主；FX Super One 专版 AI 软件即将公布，并启动第二批高管增持。FX Super One 又获 1000 台付费预订单已共收 3500 台订单贾跃亭介绍，FX 已与南加州最大的华人房产经纪公司 Pinnacle Real Estate Group 签署了 1000 台 FX Super One 的付费预订单合同。据了解，FX Super One 目前已经共收 3500 台付费预订单。贾跃亭表示，此次合作开创了全球首个汽车公司与房产经纪公司之间的“B2B2C”合作模式，这是汽车产业前所未有的、高度创新的极轻销售模式，实现了 AIEV 和房产经纪产业的破界化反，共创共享共赢。据悉，FX 接下来还将会和更多大型房地产经纪公司展开合作，开拓独特的“豪车 + 豪宅”以及“车房同购”的合作模式，这将成为 FX 放量、打造爆款的极为重要的用户获取力量。”这是我们共创生态线上直销体系和线下 B2B 销售相结合模式的又一重大创新突破，更多细节，以后我会做更多分享。”贾跃亭说。全球乐坛传奇、史上最畅销女歌手玛丽亚 凯莉成 FF 91 2.0 车主贾跃亭在 CO-CEO 投资者周报中透露，全球乐坛传奇、史上最畅销女歌手玛丽亚 凯莉将成为 FF 91 2.0 Futurist Alliance 车主，FF 将会在近期向她交付新车。6 月 15 日，玛丽亚 凯莉在发布的全新单曲《Type Dangerous》官方 MV 里，FF 91 和 FFZERO1 大放异彩。“能被‘牛姐’看上的车，才称得上极智科技顶奢。”贾跃亭表示，与玛丽亚 凯莉的共创标志着 FF 品牌影响力的“高识别度 + 高忠诚度”的循环正式形成，同时也意味着 FF 已步入全球顶级文化共创的新阶段。接下来还会有更多殿堂级和 GOAT 级明星名人和 FF、FX 以及 FX Super One 的共创合作，为产业创造变革性价值。贾跃亭表示：“热烈祝贺玛丽亚 凯莉发布全新单曲及 MV，并欢迎她成为 FF 91 2.0 的最新车主。FF 91 2.0 代表了极智科技奢华，有玛丽亚 凯莉这样的标志性人物成为车主，将进一步巩固 FF 在全球智能电动车领域的领先地位。”FX Super One 专版 AI 软件即将公布第二批高管增持启动贾跃亭透露，FX Super One 专版 AI 软件的系统集成工作即将完成，计划将在 629 线下私享共创发布会和 717 首次全球线上产品发布中展示。此外，第二批高管增持已经启动，包括 FX CEO Max、FF CFO KOTI 以及其他几位高管的第二批股票增持，已经正式获批且生效。接下来，他们将与贾跃亭及 FF 全球总裁 Jerry 的增持一样，在上市公司合规要求的冷静期后，券商自动扣款和实施增持。“增持行动不仅代表管理层对公司长期价值的坚定看好，更是我们‘股东股民 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一己之力带崩纳指","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408280453091768","isVote":1,"tweetType":1,"viewCount":921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407971797672448,"gmtCreate":1740617261325,"gmtModify":1740617263046,"author":{"id":"3537879207876251","authorId":"3537879207876251","name":"沙漠之狐87","avatar":"https://static.tigerbbs.com/9bdc30f5a4dc7784c566e14913548cf6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537879207876251","authorIdStr":"3537879207876251"},"themes":[],"htmlText":"市场对英伟达的要求太苛刻了","listText":"市场对英伟达的要求太苛刻了","text":"市场对英伟达的要求太苛刻了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407971797672448","repostId":"1162901168","repostType":2,"repost":{"id":"1162901168","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":1740605068,"share":"https://ttm.financial/m/news/1162901168?lang=&edition=full","pubTime":"2025-02-27 05:24","market":"us","language":"zh","title":"英伟达Q4营收393.31亿美元，同比大增78%，黄仁勋：对Blackwell需求惊人","url":"https://stock-news.laohu8.com/highlight/detail?id=1162901168","media":"老虎资讯综合","summary":"英伟达2025财年Q4营收393.31亿美元，市场预期为382.5亿美元，上年同期为221亿美元；数据中心业务收入为355.8亿美元，市场预期340.9亿美元，上年同期为184亿美元。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 2025财年Q4营收393.31亿美元，市场预期为382.5亿美元，上年同期为221亿美元；数据中心业务收入为355.8亿美元，市场预期340.9亿美元，上年同期为184亿美元。</p><p>Q4净利润220.91亿美元，市场预期为197.8亿美元，上年同期为122.85亿美元；预计2026财年第一季度营收为430亿美元,市场预期423亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/458f73115d2b4162d18e51b21a52407c\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>CEO黄仁勋表示，对Blackwell的需求是惊人的，因为推理人工智能增加了另一条扩展定律——增加训练计算使模型更智能，增加长期思考计算使答案更智能。</p><blockquote><p>“我们已经成功地大规模生产了Blackwell人工智能超级计算机，在其首个季度实现了数十亿美元的销售额。随着代理AI和物理AI为下一波AI革命铺平道路，AI正在以光速发展，这将彻底改变最大的那些行业。”</p></blockquote><p>具体来看，在2023年因AI热潮呈现爆发式增长后，最近一年英伟达的营收增长持续放缓，四季度的同比增速为2024财年第一财季以来的将近两年来最低水平，不到一年前2024财年第四财季增速高峰265%的三分之一。</p><p style=\"text-align: justify;\">但四季度英伟达略低于80%的营收增速还高于分析师预期的增速73%，营收依然创单季最高纪录。到去年末，英伟达连续两个季度的收入同比增速低于100%，全年营收仍较一年前增长114%。</p><h2 id=\"id_4289602411\">细分业务数据</h2><blockquote><p><strong>数据中心</strong>：四季度数据中心营收356亿美元，同比增长93%，分析师预期为340.9亿美元，前一季度同比增长112%。</p><p><strong>游戏和AI PC</strong>：四季度游戏和AI PC业务营收25亿美元，同比下降11%，分析师预期为30.2亿美元，前一季度同比增长15%。</p><p><strong>专业可视化</strong>：四季度专业可视化营收5.11亿美元，同比增长10%，分析师预期为5.076亿美元，前一季度同比增长17%。</p><p><strong>汽车和机器人</strong>：四季度汽车和机器人业务营收5.7亿美元，同比增长27%，分析师预期为4.607亿美元，前一季度同比增长72%。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a290fadfe1c92fd60793932425ad7d2\" alt=\"\" title=\"\" tg-width=\"2560\" tg-height=\"1435\"/></p><p style=\"text-align: justify;\">四季度英伟达的核心业务数据中心增速同样放缓，自2024财年第一财季以来首次同比增长不到100%，但还强于分析师预计的增速85%。四季度数据中心的收入和全年的收入1152亿美元分别创季度和年度新高。</p><p style=\"text-align: justify;\">英伟达的几大业务中，四季度只有游戏业务的收入逊色。分析师预期游戏芯片的收入将同比增长4.1%，而英伟达公布的实际收入同比下降了11%。</p><p style=\"text-align: justify;\">本次财报发布后，英伟达CFO Kress在点评业绩时解释，游戏业务的收入之所以同比下降11%、环比下降22%，是因为Blackwell和Ada架构的GPU都供应有限。</p><p style=\"text-align: justify;\">英伟达提供的指引显示，一季度公司的总营收将进一步放缓。</p><p style=\"text-align: justify;\">以指引区间计算，英伟达预计，一季度营收将同比增长62.1%至68.7%，营收中值同比增长65.4%，而分析师预期的水平靠近指引区间的低端、预计增长62.6%。英伟达预计一季度毛利率最高71.5%，略低于分析师预期的72%。</p><p>公司盘后股价一度拉升超3%，截至发稿涨2.19%，报134.16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\" 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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英伟达Q4营收393.31亿美元，同比大增78%，黄仁勋：对Blackwell需求惊人\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\">2025-02-27 05:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 2025财年Q4营收393.31亿美元，市场预期为382.5亿美元，上年同期为221亿美元；数据中心业务收入为355.8亿美元，市场预期340.9亿美元，上年同期为184亿美元。</p><p>Q4净利润220.91亿美元，市场预期为197.8亿美元，上年同期为122.85亿美元；预计2026财年第一季度营收为430亿美元,市场预期423亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/458f73115d2b4162d18e51b21a52407c\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>CEO黄仁勋表示，对Blackwell的需求是惊人的，因为推理人工智能增加了另一条扩展定律——增加训练计算使模型更智能，增加长期思考计算使答案更智能。</p><blockquote><p>“我们已经成功地大规模生产了Blackwell人工智能超级计算机，在其首个季度实现了数十亿美元的销售额。随着代理AI和物理AI为下一波AI革命铺平道路，AI正在以光速发展，这将彻底改变最大的那些行业。”</p></blockquote><p>具体来看，在2023年因AI热潮呈现爆发式增长后，最近一年英伟达的营收增长持续放缓，四季度的同比增速为2024财年第一财季以来的将近两年来最低水平，不到一年前2024财年第四财季增速高峰265%的三分之一。</p><p style=\"text-align: justify;\">但四季度英伟达略低于80%的营收增速还高于分析师预期的增速73%，营收依然创单季最高纪录。到去年末，英伟达连续两个季度的收入同比增速低于100%，全年营收仍较一年前增长114%。</p><h2 id=\"id_4289602411\">细分业务数据</h2><blockquote><p><strong>数据中心</strong>：四季度数据中心营收356亿美元，同比增长93%，分析师预期为340.9亿美元，前一季度同比增长112%。</p><p><strong>游戏和AI PC</strong>：四季度游戏和AI PC业务营收25亿美元，同比下降11%，分析师预期为30.2亿美元，前一季度同比增长15%。</p><p><strong>专业可视化</strong>：四季度专业可视化营收5.11亿美元，同比增长10%，分析师预期为5.076亿美元，前一季度同比增长17%。</p><p><strong>汽车和机器人</strong>：四季度汽车和机器人业务营收5.7亿美元，同比增长27%，分析师预期为4.607亿美元，前一季度同比增长72%。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a290fadfe1c92fd60793932425ad7d2\" alt=\"\" title=\"\" tg-width=\"2560\" tg-height=\"1435\"/></p><p style=\"text-align: justify;\">四季度英伟达的核心业务数据中心增速同样放缓，自2024财年第一财季以来首次同比增长不到100%，但还强于分析师预计的增速85%。四季度数据中心的收入和全年的收入1152亿美元分别创季度和年度新高。</p><p style=\"text-align: justify;\">英伟达的几大业务中，四季度只有游戏业务的收入逊色。分析师预期游戏芯片的收入将同比增长4.1%，而英伟达公布的实际收入同比下降了11%。</p><p style=\"text-align: justify;\">本次财报发布后，英伟达CFO Kress在点评业绩时解释，游戏业务的收入之所以同比下降11%、环比下降22%，是因为Blackwell和Ada架构的GPU都供应有限。</p><p style=\"text-align: justify;\">英伟达提供的指引显示，一季度公司的总营收将进一步放缓。</p><p style=\"text-align: justify;\">以指引区间计算，英伟达预计，一季度营收将同比增长62.1%至68.7%，营收中值同比增长65.4%，而分析师预期的水平靠近指引区间的低端、预计增长62.6%。英伟达预计一季度毛利率最高71.5%，略低于分析师预期的72%。</p><p>公司盘后股价一度拉升超3%，截至发稿涨2.19%，报134.16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":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162901168","content_text":"英伟达 2025财年Q4营收393.31亿美元，市场预期为382.5亿美元，上年同期为221亿美元；数据中心业务收入为355.8亿美元，市场预期340.9亿美元，上年同期为184亿美元。Q4净利润220.91亿美元，市场预期为197.8亿美元，上年同期为122.85亿美元；预计2026财年第一季度营收为430亿美元,市场预期423亿美元。CEO黄仁勋表示，对Blackwell的需求是惊人的，因为推理人工智能增加了另一条扩展定律——增加训练计算使模型更智能，增加长期思考计算使答案更智能。“我们已经成功地大规模生产了Blackwell人工智能超级计算机，在其首个季度实现了数十亿美元的销售额。随着代理AI和物理AI为下一波AI革命铺平道路，AI正在以光速发展，这将彻底改变最大的那些行业。”具体来看，在2023年因AI热潮呈现爆发式增长后，最近一年英伟达的营收增长持续放缓，四季度的同比增速为2024财年第一财季以来的将近两年来最低水平，不到一年前2024财年第四财季增速高峰265%的三分之一。但四季度英伟达略低于80%的营收增速还高于分析师预期的增速73%，营收依然创单季最高纪录。到去年末，英伟达连续两个季度的收入同比增速低于100%，全年营收仍较一年前增长114%。细分业务数据数据中心：四季度数据中心营收356亿美元，同比增长93%，分析师预期为340.9亿美元，前一季度同比增长112%。游戏和AI PC：四季度游戏和AI PC业务营收25亿美元，同比下降11%，分析师预期为30.2亿美元，前一季度同比增长15%。专业可视化：四季度专业可视化营收5.11亿美元，同比增长10%，分析师预期为5.076亿美元，前一季度同比增长17%。汽车和机器人：四季度汽车和机器人业务营收5.7亿美元，同比增长27%，分析师预期为4.607亿美元，前一季度同比增长72%。四季度英伟达的核心业务数据中心增速同样放缓，自2024财年第一财季以来首次同比增长不到100%，但还强于分析师预计的增速85%。四季度数据中心的收入和全年的收入1152亿美元分别创季度和年度新高。英伟达的几大业务中，四季度只有游戏业务的收入逊色。分析师预期游戏芯片的收入将同比增长4.1%，而英伟达公布的实际收入同比下降了11%。本次财报发布后，英伟达CFO Kress在点评业绩时解释，游戏业务的收入之所以同比下降11%、环比下降22%，是因为Blackwell和Ada架构的GPU都供应有限。英伟达提供的指引显示，一季度公司的总营收将进一步放缓。以指引区间计算，英伟达预计，一季度营收将同比增长62.1%至68.7%，营收中值同比增长65.4%，而分析师预期的水平靠近指引区间的低端、预计增长62.6%。英伟达预计一季度毛利率最高71.5%，略低于分析师预期的72%。公司盘后股价一度拉升超3%，截至发稿涨2.19%，报134.16美元。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407452561826280,"gmtCreate":1740494237755,"gmtModify":1740494790493,"author":{"id":"3537879207876251","authorId":"3537879207876251","name":"沙漠之狐87","avatar":"https://static.tigerbbs.com/9bdc30f5a4dc7784c566e14913548cf6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537879207876251","authorIdStr":"3537879207876251"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 纳指的大波动几乎都是达子贡献的，完全成了机构们博弈的主要战场，相比于苹果，微软还是很不稳定","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 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href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$</a>我等的花儿都谢了，我等的天儿都亮了，我等的国足都进球了","text":"$BOSS直聘(BZ)$我等的花儿都谢了，我等的天儿都亮了，我等的国足都进球了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/188886666","isVote":1,"tweetType":1,"viewCount":5089,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3506547914519435","authorId":"3506547914519435","name":"却不能为你做什么。","avatar":"https://static.tigerbbs.com/4b4a3eab11dbdd24377e3a9408e3d9c9","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3506547914519435","idStr":"3506547914519435"},"content":"还能等到吗[微笑]","text":"还能等到吗[微笑]","html":"还能等到吗[微笑]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":188853441,"gmtCreate":1623429029583,"gmtModify":1623429029583,"author":{"id":"3537879207876251","authorId":"3537879207876251","name":"沙漠之狐87","avatar":"https://static.tigerbbs.com/9bdc30f5a4dc7784c566e14913548cf6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3537879207876251","idStr":"3537879207876251"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$</a>天灵灵地灵灵，求你开盘行不行","listText":"<a href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$</a>天灵灵地灵灵，求你开盘行不行","text":"$BOSS直聘(BZ)$天灵灵地灵灵，求你开盘行不行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/188853441","isVote":1,"tweetType":1,"viewCount":3538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407971797672448,"gmtCreate":1740617261325,"gmtModify":1740617263046,"author":{"id":"3537879207876251","authorId":"3537879207876251","name":"沙漠之狐87","avatar":"https://static.tigerbbs.com/9bdc30f5a4dc7784c566e14913548cf6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3537879207876251","idStr":"3537879207876251"},"themes":[],"htmlText":"市场对英伟达的要求太苛刻了","listText":"市场对英伟达的要求太苛刻了","text":"市场对英伟达的要求太苛刻了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407971797672448","repostId":"1162901168","repostType":2,"repost":{"id":"1162901168","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":1740605068,"share":"https://ttm.financial/m/news/1162901168?lang=&edition=full","pubTime":"2025-02-27 05:24","market":"us","language":"zh","title":"英伟达Q4营收393.31亿美元，同比大增78%，黄仁勋：对Blackwell需求惊人","url":"https://stock-news.laohu8.com/highlight/detail?id=1162901168","media":"老虎资讯综合","summary":"英伟达2025财年Q4营收393.31亿美元，市场预期为382.5亿美元，上年同期为221亿美元；数据中心业务收入为355.8亿美元，市场预期340.9亿美元，上年同期为184亿美元。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 2025财年Q4营收393.31亿美元，市场预期为382.5亿美元，上年同期为221亿美元；数据中心业务收入为355.8亿美元，市场预期340.9亿美元，上年同期为184亿美元。</p><p>Q4净利润220.91亿美元，市场预期为197.8亿美元，上年同期为122.85亿美元；预计2026财年第一季度营收为430亿美元,市场预期423亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/458f73115d2b4162d18e51b21a52407c\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>CEO黄仁勋表示，对Blackwell的需求是惊人的，因为推理人工智能增加了另一条扩展定律——增加训练计算使模型更智能，增加长期思考计算使答案更智能。</p><blockquote><p>“我们已经成功地大规模生产了Blackwell人工智能超级计算机，在其首个季度实现了数十亿美元的销售额。随着代理AI和物理AI为下一波AI革命铺平道路，AI正在以光速发展，这将彻底改变最大的那些行业。”</p></blockquote><p>具体来看，在2023年因AI热潮呈现爆发式增长后，最近一年英伟达的营收增长持续放缓，四季度的同比增速为2024财年第一财季以来的将近两年来最低水平，不到一年前2024财年第四财季增速高峰265%的三分之一。</p><p style=\"text-align: justify;\">但四季度英伟达略低于80%的营收增速还高于分析师预期的增速73%，营收依然创单季最高纪录。到去年末，英伟达连续两个季度的收入同比增速低于100%，全年营收仍较一年前增长114%。</p><h2 id=\"id_4289602411\">细分业务数据</h2><blockquote><p><strong>数据中心</strong>：四季度数据中心营收356亿美元，同比增长93%，分析师预期为340.9亿美元，前一季度同比增长112%。</p><p><strong>游戏和AI PC</strong>：四季度游戏和AI PC业务营收25亿美元，同比下降11%，分析师预期为30.2亿美元，前一季度同比增长15%。</p><p><strong>专业可视化</strong>：四季度专业可视化营收5.11亿美元，同比增长10%，分析师预期为5.076亿美元，前一季度同比增长17%。</p><p><strong>汽车和机器人</strong>：四季度汽车和机器人业务营收5.7亿美元，同比增长27%，分析师预期为4.607亿美元，前一季度同比增长72%。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a290fadfe1c92fd60793932425ad7d2\" alt=\"\" title=\"\" tg-width=\"2560\" tg-height=\"1435\"/></p><p style=\"text-align: justify;\">四季度英伟达的核心业务数据中心增速同样放缓，自2024财年第一财季以来首次同比增长不到100%，但还强于分析师预计的增速85%。四季度数据中心的收入和全年的收入1152亿美元分别创季度和年度新高。</p><p style=\"text-align: justify;\">英伟达的几大业务中，四季度只有游戏业务的收入逊色。分析师预期游戏芯片的收入将同比增长4.1%，而英伟达公布的实际收入同比下降了11%。</p><p style=\"text-align: justify;\">本次财报发布后，英伟达CFO Kress在点评业绩时解释，游戏业务的收入之所以同比下降11%、环比下降22%，是因为Blackwell和Ada架构的GPU都供应有限。</p><p style=\"text-align: justify;\">英伟达提供的指引显示，一季度公司的总营收将进一步放缓。</p><p style=\"text-align: justify;\">以指引区间计算，英伟达预计，一季度营收将同比增长62.1%至68.7%，营收中值同比增长65.4%，而分析师预期的水平靠近指引区间的低端、预计增长62.6%。英伟达预计一季度毛利率最高71.5%，略低于分析师预期的72%。</p><p>公司盘后股价一度拉升超3%，截至发稿涨2.19%，报134.16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>英伟达Q4营收393.31亿美元，同比大增78%，黄仁勋：对Blackwell需求惊人</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英伟达Q4营收393.31亿美元，同比大增78%，黄仁勋：对Blackwell需求惊人\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\">2025-02-27 05:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 2025财年Q4营收393.31亿美元，市场预期为382.5亿美元，上年同期为221亿美元；数据中心业务收入为355.8亿美元，市场预期340.9亿美元，上年同期为184亿美元。</p><p>Q4净利润220.91亿美元，市场预期为197.8亿美元，上年同期为122.85亿美元；预计2026财年第一季度营收为430亿美元,市场预期423亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/458f73115d2b4162d18e51b21a52407c\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>CEO黄仁勋表示，对Blackwell的需求是惊人的，因为推理人工智能增加了另一条扩展定律——增加训练计算使模型更智能，增加长期思考计算使答案更智能。</p><blockquote><p>“我们已经成功地大规模生产了Blackwell人工智能超级计算机，在其首个季度实现了数十亿美元的销售额。随着代理AI和物理AI为下一波AI革命铺平道路，AI正在以光速发展，这将彻底改变最大的那些行业。”</p></blockquote><p>具体来看，在2023年因AI热潮呈现爆发式增长后，最近一年英伟达的营收增长持续放缓，四季度的同比增速为2024财年第一财季以来的将近两年来最低水平，不到一年前2024财年第四财季增速高峰265%的三分之一。</p><p style=\"text-align: justify;\">但四季度英伟达略低于80%的营收增速还高于分析师预期的增速73%，营收依然创单季最高纪录。到去年末，英伟达连续两个季度的收入同比增速低于100%，全年营收仍较一年前增长114%。</p><h2 id=\"id_4289602411\">细分业务数据</h2><blockquote><p><strong>数据中心</strong>：四季度数据中心营收356亿美元，同比增长93%，分析师预期为340.9亿美元，前一季度同比增长112%。</p><p><strong>游戏和AI PC</strong>：四季度游戏和AI PC业务营收25亿美元，同比下降11%，分析师预期为30.2亿美元，前一季度同比增长15%。</p><p><strong>专业可视化</strong>：四季度专业可视化营收5.11亿美元，同比增长10%，分析师预期为5.076亿美元，前一季度同比增长17%。</p><p><strong>汽车和机器人</strong>：四季度汽车和机器人业务营收5.7亿美元，同比增长27%，分析师预期为4.607亿美元，前一季度同比增长72%。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a290fadfe1c92fd60793932425ad7d2\" alt=\"\" title=\"\" tg-width=\"2560\" tg-height=\"1435\"/></p><p style=\"text-align: justify;\">四季度英伟达的核心业务数据中心增速同样放缓，自2024财年第一财季以来首次同比增长不到100%，但还强于分析师预计的增速85%。四季度数据中心的收入和全年的收入1152亿美元分别创季度和年度新高。</p><p style=\"text-align: justify;\">英伟达的几大业务中，四季度只有游戏业务的收入逊色。分析师预期游戏芯片的收入将同比增长4.1%，而英伟达公布的实际收入同比下降了11%。</p><p style=\"text-align: justify;\">本次财报发布后，英伟达CFO Kress在点评业绩时解释，游戏业务的收入之所以同比下降11%、环比下降22%，是因为Blackwell和Ada架构的GPU都供应有限。</p><p style=\"text-align: justify;\">英伟达提供的指引显示，一季度公司的总营收将进一步放缓。</p><p style=\"text-align: justify;\">以指引区间计算，英伟达预计，一季度营收将同比增长62.1%至68.7%，营收中值同比增长65.4%，而分析师预期的水平靠近指引区间的低端、预计增长62.6%。英伟达预计一季度毛利率最高71.5%，略低于分析师预期的72%。</p><p>公司盘后股价一度拉升超3%，截至发稿涨2.19%，报134.16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":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162901168","content_text":"英伟达 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这是要一口气奔着创历史新高去吗？毕竟很多票解放日以来都历史新高了呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/442619422462632","isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4197270668289212","authorId":"4197270668289212","name":"BTC法天象地","avatar":"https://static.tigerbbs.com/6c56c047ca1171940865a5224bb16990","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"4197270668289212","idStr":"4197270668289212"},"content":"也该它涨了！毕竟曾经的王者","text":"也该它涨了！毕竟曾经的王者","html":"也该它涨了！毕竟曾经的王者"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408280453091768,"gmtCreate":1740699462255,"gmtModify":1740699463727,"author":{"id":"3537879207876251","authorId":"3537879207876251","name":"沙漠之狐87","avatar":"https://static.tigerbbs.com/9bdc30f5a4dc7784c566e14913548cf6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3537879207876251","idStr":"3537879207876251"},"themes":[],"htmlText":"<a 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15:18","market":"other","language":"zh","title":"Windows“蓝屏死机”成历史，微软推“黑屏死机”新设计","url":"https://stock-news.laohu8.com/highlight/detail?id=2546377473","media":"市场资讯","summary":"据悉，微软公司宣布，正逐步淘汰Windows系统中沿用近40年的“蓝屏死机”，取而代之的是全新的“黑屏死机”设计。这一变化将首先随Windows 11 24H2版本于今年夏季全面推送，为用户提供更清晰的错误信息以及更快速的系统恢复体验。新版本黑屏界面风格与Windows更新时的黑屏更接近，能直接列出导致系统崩溃的驱动程序与错误类型，减少管理员依赖调试工具分析崩溃转储的需求。","content":"<html><body><div>\n<blockquote><p>　　炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！</p></blockquote> <p cms-style=\"font-L\">据悉，<a href=\"https://laohu8.com/S/MSFT\">微软</a>公司宣布，正逐步淘汰Windows系统中沿用近40年的“蓝屏死机”（BSOD），取而代之的是全新的“黑屏死机”设计。这一变化将首先随Windows 11 24H2版本于今年夏季全面推送，为用户提供更清晰的错误信息以及更快速的系统恢复体验。新版本黑屏界面风格与Windows更新时的黑屏更接近，能直接列出导致系统崩溃的驱动程序与错误类型，减少管理员依赖调试工具分析崩溃转储的需求。微软还将在此次更新中引入“快速机器恢复”功能，专为无法正常启动的设备设计，旨在进一步缩短宕机时间。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经APP</div>\n</div>\n</div></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 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>Windows“蓝屏死机”成历史，微软推“黑屏死机”新设计</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\">\nWindows“蓝屏死机”成历史，微软推“黑屏死机”新设计\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-28 15:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/t/2025-06-28/doc-infcrfqi9579141.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 据悉，微软公司宣布，正逐步淘汰Windows系统中沿用近40年的“蓝屏死机”（BSOD），取而代之的是全新的“黑屏死机”设计。这一变化将首先随Windows 11 24H2版本于今年夏季全面推送，为用户提供更清晰的错误信息以及更快速的系统恢复体验。新版本黑屏界面风格与Windows更新时的黑屏更接近，能直接列出导致系统崩溃的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/t/2025-06-28/doc-infcrfqi9579141.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","BK4579":"人工智能","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU2491050071.SGD":"WELLINGTON 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ACC"},"source_url":"https://finance.sina.com.cn/stock/t/2025-06-28/doc-infcrfqi9579141.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2546377473","content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 据悉，微软公司宣布，正逐步淘汰Windows系统中沿用近40年的“蓝屏死机”（BSOD），取而代之的是全新的“黑屏死机”设计。这一变化将首先随Windows 11 24H2版本于今年夏季全面推送，为用户提供更清晰的错误信息以及更快速的系统恢复体验。新版本黑屏界面风格与Windows更新时的黑屏更接近，能直接列出导致系统崩溃的驱动程序与错误类型，减少管理员依赖调试工具分析崩溃转储的需求。微软还将在此次更新中引入“快速机器恢复”功能，专为无法正常启动的设备设计，旨在进一步缩短宕机时间。\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"MSFT":1}},"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450235785425248,"gmtCreate":1750949735628,"gmtModify":1750949737570,"author":{"id":"3537879207876251","authorId":"3537879207876251","name":"沙漠之狐87","avatar":"https://static.tigerbbs.com/9bdc30f5a4dc7784c566e14913548cf6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3537879207876251","idStr":"3537879207876251"},"themes":[],"htmlText":"后面持股比例太低就没多大意义了","listText":"后面持股比例太低就没多大意义了","text":"后面持股比例太低就没多大意义了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450235785425248","isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}