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Tony_P

Tony_P

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IP属地：广东

6关注

320粉丝

0主题

0勋章

05-06 21:34

我平仓了50手$TSM 20260116 250.0 CALL$ ,来看看我最新分享的订单！

05-06 21:33

我平仓了10手$AVGO 20260116 240.0 CALL$ ,来看看我最新分享的订单！

05-06 16:58

最坏情况下世界有可能毁灭这有什么意义？

Piper Sandler预警：若遇极端市场环境英伟达(NVDA.US)数据中心业务或损失近百亿美元

05-02

我平仓了30手$TSM 20260116 250.0 CALL$ ,来看看我最新分享的订单！

04-14

我平仓了5手$CEG 20251121 300.0 CALL$ ,来看看我最新分享的订单！

03-31

我平仓了100手$UVXY 20250404 30.0 CALL$ ,来看看我最新分享的订单！

03-20

我平仓了22手$MIU.HK 20250929 70.00 CALL$ ,来看看我最新分享的订单！

03-11

我开仓了5手$UVXY 20250328 35.0 CALL$ ,来看看我最新分享的订单！

03-11

我开仓了20手$NVDA 20250919 185.0 CALL$ ,来看看我最新分享的订单！

03-11

我平仓了10手$UVXY 20250321 30.0 CALL$ ,来看看我最新分享的订单！

03-11

我平仓了3手$TSLA 20250328 210.0 PUT$ ,来看看我最新分享的订单！

03-06

我开仓了5手$TSM 20250919 250.0 CALL$ ,来看看我最新分享的订单！

03-05

我开仓了10手$NVDA 20250919 185.0 CALL$ ,来看看我最新分享的订单！

03-04

我开仓了5手$AVGO 20250919 280.0 CALL$ ,来看看我最新分享的订单！

03-04

我开仓了10手$UVXY 20250321 30.0 CALL$ ,来看看我最新分享的订单！

03-04

我开仓了5手$ORCL 20250919 240.0 CALL$ ,来看看我最新分享的订单！

03-04

我开仓了3手$TEM 20260116 90.0 CALL$ ,来看看我最新分享的订单！

03-04

我开仓了10手$AVGO 20250919 280.0 CALL$ ,来看看我最新分享的订单！

03-04

我平仓了1手$TSLA 20250815 350.0 CALL$ ,来看看我最新分享的订单！

03-04

我开仓了10手$NVDA 20250919 185.0 CALL$ ,来看看我最新分享的订单！

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href=\"https://laohu8.com/OPT/TSM 20260116 250.0 CALL\">$TSM 20260116 250.0 CALL$&nbsp;</a>,来看看我最新分享的订单！","listText":"我平仓了50手<a href=\"https://laohu8.com/OPT/TSM 20260116 250.0 CALL\">$TSM 20260116 250.0 CALL$&nbsp;</a>,来看看我最新分享的订单！","text":"我平仓了50手$TSM 20260116 250.0 CALL$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432233530094400","isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432235758359176,"gmtCreate":1746538407615,"gmtModify":1746588740737,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"我平仓了10手<a href=\"https://laohu8.com/OPT/AVGO 20260116 240.0 CALL\">$AVGO 20260116 240.0 CALL$&nbsp;</a>,来看看我最新分享的订单！","listText":"我平仓了10手<a href=\"https://laohu8.com/OPT/AVGO 20260116 240.0 CALL\">$AVGO 20260116 240.0 CALL$&nbsp;</a>,来看看我最新分享的订单！","text":"我平仓了10手$AVGO 20260116 240.0 CALL$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432235758359176","isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432167225295464,"gmtCreate":1746521921886,"gmtModify":1746521923591,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"最坏情况下世界有可能毁灭 这有什么意义？","listText":"最坏情况下世界有可能毁灭 这有什么意义？","text":"最坏情况下世界有可能毁灭 这有什么意义？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432167225295464","repostId":"2533526044","repostType":2,"repost":{"id":"2533526044","kind":"news","pubTimestamp":1746514554,"share":"https://www.laohu8.com/m/news/2533526044?lang=&edition=full","pubTime":"2025-05-06 14:55","market":"hk","language":"zh","title":"Piper Sandler预警：若遇极端市场环境 英伟达(NVDA.US)数据中心业务或损失近百亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2533526044","media":"智通财经","summary":"智通财经APP获悉，Piper Sandler近日警告称，在资本支出削减和在中国市场需求持续疲软的最坏情境下，英伟达数据中心业务年度营收可能面临高达98亿美元的影响。Piper Sandler分析师在一份报告中指出：“总体而言，根据我们的极端情境测算，英伟达数据中心终端市场中约6.45%的总营收可能受到资本支出削减的冲击。”根据Piper Sandler的模型，预计98亿美元的营收影响将对每股收益产生约0.40美元的负面影响。","content":"<html><body><p>智通财经APP获悉，Piper Sandler近日警告称，在资本支出削减和在中国市场需求持续疲软的最坏情境下，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)数据中心业务年度营收可能面临高达98亿美元的影响。</p><p>该机构对英伟达数据中心业务进行了敏感性分析，以评估未来一年若客户缩减资本支出可能带来的负面影响。</p><p>Piper Sandler分析师在一份报告中指出：“总体而言，根据我们的极端情境测算，英伟达数据中心终端市场中约6.45%的总营收可能受到资本支出削减的冲击。”</p><p>这一极端预测基于两个关键假设：英伟达客户群体持续缩减资本支出，同时中国市场未能实现复苏。</p><p>分析师表示：“我们认为这是‘最坏情境’分析，前提是资本支出确实削减且中国业务未能恢复。”</p><p>根据Piper Sandler的模型，预计98亿美元的营收影响将对每股收益产生约0.40美元的负面影响。</p><p>该机构虽然维持对英伟达的“增持”评级，目标价150美元，但给出了差异显著的情景预测：“在最坏情境下采用25倍市盈率(行业低谷倍数)，我们得出76.25美元的目标股价;而在最佳情境下同样采用25倍倍数，目标股价则为126.75美元。”</p><p>分析师指出，该机构在4月15日英伟达提交8-K文件后，已在其公开模型中剔除中国业务收入。这意味着在他们的情况下，潜在的收入损失不会重复计算中国风险敞口。Piper Sandler表示，“需要指出的是，我们当前的公开预测已排除中国收入，这意味着模型已提前规避了中国市场风险”，相关情境分析不会造成风险因素的重复计算。</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>Piper Sandler预警：若遇极端市场环境 英伟达(NVDA.US)数据中心业务或损失近百亿美元</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPiper Sandler预警：若遇极端市场环境 英伟达(NVDA.US)数据中心业务或损失近百亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-06 14:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1289504.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，Piper Sandler近日警告称，在资本支出削减和在中国市场需求持续疲软的最坏情境下，英伟达(NVDA.US)数据中心业务年度营收可能面临高达98亿美元的影响。该机构对英伟达数据中心业务进行了敏感性分析，以评估未来一年若客户缩减资本支出可能带来的负面影响。Piper Sandler分析师在一份报告中指出：“总体而言，根据我们的极端情境测算，英伟达数据中心终端市场中约...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1289504.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0444971666.USD":"天利全球科技基金","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","NVD2.UK":"2X NVIDIA ETP","NVDA":"英伟达","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","NVD":"GraniteShares 2x Short NVDA Daily ETF","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","NVDD":"Direxion Daily NVDA Bear 1X 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1289504.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2533526044","content_text":"智通财经APP获悉，Piper Sandler近日警告称，在资本支出削减和在中国市场需求持续疲软的最坏情境下，英伟达(NVDA.US)数据中心业务年度营收可能面临高达98亿美元的影响。该机构对英伟达数据中心业务进行了敏感性分析，以评估未来一年若客户缩减资本支出可能带来的负面影响。Piper Sandler分析师在一份报告中指出：“总体而言，根据我们的极端情境测算，英伟达数据中心终端市场中约6.45%的总营收可能受到资本支出削减的冲击。”这一极端预测基于两个关键假设：英伟达客户群体持续缩减资本支出，同时中国市场未能实现复苏。分析师表示：“我们认为这是‘最坏情境’分析，前提是资本支出确实削减且中国业务未能恢复。”根据Piper Sandler的模型，预计98亿美元的营收影响将对每股收益产生约0.40美元的负面影响。该机构虽然维持对英伟达的“增持”评级，目标价150美元，但给出了差异显著的情景预测：“在最坏情境下采用25倍市盈率(行业低谷倍数)，我们得出76.25美元的目标股价;而在最佳情境下同样采用25倍倍数，目标股价则为126.75美元。”分析师指出，该机构在4月15日英伟达提交8-K文件后，已在其公开模型中剔除中国业务收入。这意味着在他们的情况下，潜在的收入损失不会重复计算中国风险敞口。Piper Sandler表示，“需要指出的是，我们当前的公开预测已排除中国收入，这意味着模型已提前规避了中国市场风险”，相关情境分析不会造成风险因素的重复计算。","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":431002608406696,"gmtCreate":1746195685989,"gmtModify":1746588085370,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"我平仓了30手<a href=\"https://laohu8.com/OPT/TSM 20260116 250.0 CALL\">$TSM 20260116 250.0 CALL$&nbsp;</a>,来看看我最新分享的订单！","listText":"我平仓了30手<a href=\"https://laohu8.com/OPT/TSM 20260116 250.0 CALL\">$TSM 20260116 250.0 CALL$&nbsp;</a>,来看看我最新分享的订单！","text":"我平仓了30手$TSM 20260116 250.0 CALL$ 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第二个因素在于宏观经济环境。实事求是的说，美国经济目前已经不是软着陆的问题了，而是防止经济过热的问题。美联储加息预期是板上钉钉的降低了，但这个问题的另一面其实是美国的实体经济目前相当强劲，已经看不到任何的结构性问题迹象。因此，从这一层来看，短期看空，长期仍然是看多。 第三个因素是地缘政治，当前世界政治即使不稳定。但这个因素是不可控的，而且不仅仅影响英伟达，而是影响整个科技股。如果因为这个挨打，那其实没啥可冤枉的，除非你愿意空仓或者清掉科技股。 第四个因素就是单纯的技术面了，任何股票上涨都是买的比卖的多，经历过前一段时间的亏损，让我不得不考虑在经过了一季度的狂飙之后，大资金吃的够饱，买入的意愿远没有想象中的强， 这甚至已经不是价格多少的问题了，而是基于风险管控的角度，短期内为什么还要在英伟达上冒险呢？这可能是最近市场不断缩量的另一个原因。 因此，英伟达股价的下一波冲刺需要足够的刺激因素，现在能想得出来的也就只有Q1 Q2的业绩了。这其实就又说回了第一个因素。 总结一下我的计划，短期内减少操作，逢低加仓call 为自己的认知买单","text":"$英伟达(NVDA)$ 有关英伟达的价格 第一个因素在于是否认可AI革命，换言之也就是是否认可英伟达长线仍然没到顶。我是认可的，我相信市场主流看法也是长期看好的，看看远期的价外期权价格就很清楚了。当然，多数人的想法也不一定对，但这个涉及到对未来社会发展的基本认知，其实也很难改。总的来说，从这一层看，长期看多。 第二个因素在于宏观经济环境。实事求是的说，美国经济目前已经不是软着陆的问题了，而是防止经济过热的问题。美联储加息预期是板上钉钉的降低了，但这个问题的另一面其实是美国的实体经济目前相当强劲，已经看不到任何的结构性问题迹象。因此，从这一层来看，短期看空，长期仍然是看多。 第三个因素是地缘政治，当前世界政治即使不稳定。但这个因素是不可控的，而且不仅仅影响英伟达，而是影响整个科技股。如果因为这个挨打，那其实没啥可冤枉的，除非你愿意空仓或者清掉科技股。 第四个因素就是单纯的技术面了，任何股票上涨都是买的比卖的多，经历过前一段时间的亏损，让我不得不考虑在经过了一季度的狂飙之后，大资金吃的够饱，买入的意愿远没有想象中的强， 这甚至已经不是价格多少的问题了，而是基于风险管控的角度，短期内为什么还要在英伟达上冒险呢？这可能是最近市场不断缩量的另一个原因。 因此，英伟达股价的下一波冲刺需要足够的刺激因素，现在能想得出来的也就只有Q1 Q2的业绩了。这其实就又说回了第一个因素。 总结一下我的计划，短期内减少操作，逢低加仓call 为自己的认知买单","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":34,"commentSize":11,"repostSize":8,"link":"https://laohu8.com/post/293504008278024","isVote":1,"tweetType":1,"viewCount":21134,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"content":"通俗地说，英伟达当前没有主线做多资金，已经在里边的多头甚至希望股价再往下走作出更多空间，没有进的则还有时间，这也是为什么股价对任何的信息都非常敏感的原因","text":"通俗地说，英伟达当前没有主线做多资金，已经在里边的多头甚至希望股价再往下走作出更多空间，没有进的则还有时间，这也是为什么股价对任何的信息都非常敏感的原因","html":"通俗地说，英伟达当前没有主线做多资金，已经在里边的多头甚至希望股价再往下走作出更多空间，没有进的则还有时间，这也是为什么股价对任何的信息都非常敏感的原因"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286024699932944,"gmtCreate":1710848690978,"gmtModify":1710853348758,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 一周看下来，有几点感想吧。1、多空博弈非常激烈，且上周空方稍占优势。多头整体看起来相较于财报那一波明显团结程度有所下降，恐高情绪是客观存在的。这周如果股价站不上900，多头情绪可能会进一步受挫。2、但空头局势也没有好到哪里去，860-870附近有比较强的抄底意愿，同时也有一定的交易量来筑底。长期看好仍然是市场的共识，目前的分歧在于过去一周的调整是否已经到位了。3、其实昨天公布的信息还是挺重量的，第一个是英伟达正在往SaaS转型，一系列新产品都是本着要打造产品生态去的，用户网络也在不断深化和扩大，护城河在进一步加深。第二个AI的应用落地已经近在眼前了，甚至已经进入2b端了。人类真的正处于AI革命的前夕。 综合来看，正股或者远期价内期权可以继续长期持有，但短期期权（尤其是价外）需要适当减仓。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 一周看下来，有几点感想吧。1、多空博弈非常激烈，且上周空方稍占优势。多头整体看起来相较于财报那一波明显团结程度有所下降，恐高情绪是客观存在的。这周如果股价站不上900，多头情绪可能会进一步受挫。2、但空头局势也没有好到哪里去，860-870附近有比较强的抄底意愿，同时也有一定的交易量来筑底。长期看好仍然是市场的共识，目前的分歧在于过去一周的调整是否已经到位了。3、其实昨天公布的信息还是挺重量的，第一个是英伟达正在往SaaS转型，一系列新产品都是本着要打造产品生态去的，用户网络也在不断深化和扩大，护城河在进一步加深。第二个AI的应用落地已经近在眼前了，甚至已经进入2b端了。人类真的正处于AI革命的前夕。 综合来看，正股或者远期价内期权可以继续长期持有，但短期期权（尤其是价外）需要适当减仓。","text":"$英伟达(NVDA)$ 一周看下来，有几点感想吧。1、多空博弈非常激烈，且上周空方稍占优势。多头整体看起来相较于财报那一波明显团结程度有所下降，恐高情绪是客观存在的。这周如果股价站不上900，多头情绪可能会进一步受挫。2、但空头局势也没有好到哪里去，860-870附近有比较强的抄底意愿，同时也有一定的交易量来筑底。长期看好仍然是市场的共识，目前的分歧在于过去一周的调整是否已经到位了。3、其实昨天公布的信息还是挺重量的，第一个是英伟达正在往SaaS转型，一系列新产品都是本着要打造产品生态去的，用户网络也在不断深化和扩大，护城河在进一步加深。第二个AI的应用落地已经近在眼前了，甚至已经进入2b端了。人类真的正处于AI革命的前夕。 综合来看，正股或者远期价内期权可以继续长期持有，但短期期权（尤其是价外）需要适当减仓。","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":14,"commentSize":9,"repostSize":2,"link":"https://laohu8.com/post/286024699932944","isVote":1,"tweetType":1,"viewCount":12678,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544229172525458","authorId":"3544229172525458","name":"淘淘糖心","avatar":"https://static.tigerbbs.com/8efefeb705dfe662f45c731f843af3ec","crmLevel":2,"crmLevelSwitch":0,"idStr":"3544229172525458","authorIdStr":"3544229172525458"},"content":"多空博弈阶段，已经过了单边上涨阶段","text":"多空博弈阶段，已经过了单边上涨阶段","html":"多空博弈阶段，已经过了单边上涨阶段"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":279590498062544,"gmtCreate":1709280816464,"gmtModify":1709280818069,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"一龙最近的行为越发掉价了","listText":"一龙最近的行为越发掉价了","text":"一龙最近的行为越发掉价了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/279590498062544","repostId":"1195201360","repostType":2,"isVote":1,"tweetType":1,"viewCount":1392,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4120267176911350","authorId":"4120267176911350","name":"W_arren","avatar":"https://static.tigerbbs.com/78044802392d43cabc7689beaefa3ebd","crmLevel":1,"crmLevelSwitch":0,"idStr":"4120267176911350","authorIdStr":"4120267176911350"},"content":"我觉得人家没错，虽然他诟病颇多，但是就这件事儿的目前前后详细描述来看，奥特曼也不见得就高尚。","text":"我觉得人家没错，虽然他诟病颇多，但是就这件事儿的目前前后详细描述来看，奥特曼也不见得就高尚。","html":"我觉得人家没错，虽然他诟病颇多，但是就这件事儿的目前前后详细描述来看，奥特曼也不见得就高尚。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281862892736544,"gmtCreate":1709842565349,"gmtModify":1709851532103,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/NVDA 20240419 835.0 CALL\">$NVDA 20240419 835.0 CALL$</a> 说真的 英伟达这么好做的票 如果再不挣钱 真的要考虑一下自己是不是适合玩美股了","listText":"<a href=\"https://laohu8.com/OPT/NVDA 20240419 835.0 CALL\">$NVDA 20240419 835.0 CALL$</a> 说真的 英伟达这么好做的票 如果再不挣钱 真的要考虑一下自己是不是适合玩美股了","text":"$NVDA 20240419 835.0 CALL$ 说真的 英伟达这么好做的票 如果再不挣钱 真的要考虑一下自己是不是适合玩美股了","images":[{"img":"https://static.tigerbbs.com/39fa8f0072ddf7c11fb69ae1ef2fe61b","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/281862892736544","isVote":1,"tweetType":1,"viewCount":1693,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20722186463466","authorId":"20722186463466","name":"爱发红包的虎妞","avatar":"https://static.tigerbbs.com/acf27be178fbc21279d1959ce5bec4e7","crmLevel":1,"crmLevelSwitch":0,"idStr":"20722186463466","authorIdStr":"20722186463466"},"content":"老师您好，可以加虎妞微信聊聊投资吗？微信：itiger2014","text":"老师您好，可以加虎妞微信聊聊投资吗？微信：itiger2014","html":"老师您好，可以加虎妞微信聊聊投资吗？微信：itiger2014"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":298075803541576,"gmtCreate":1713801147028,"gmtModify":1713802152119,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"维持过去的观点，财报不可能好看，尤其是利润率和现金流，而这是市场过去三个财报最关注的指标。单说利润率，交付下降8.5%意味着汽车业务的营收下降8.5%，但生产过程中的非沉默成本仍然存在，其他支出方面，几个工厂的升级都在进行。还有额外一笔购买GPU的支出，除非是特斯拉在一季度大幅度增持了比特币，不然这个利润率怎么可能会好看。事实上，砍掉低价车型以及裁员，短期的核心目标都是为了降本 远景不说，即使抄底也在财报之后。","listText":"维持过去的观点，财报不可能好看，尤其是利润率和现金流，而这是市场过去三个财报最关注的指标。单说利润率，交付下降8.5%意味着汽车业务的营收下降8.5%，但生产过程中的非沉默成本仍然存在，其他支出方面，几个工厂的升级都在进行。还有额外一笔购买GPU的支出，除非是特斯拉在一季度大幅度增持了比特币，不然这个利润率怎么可能会好看。事实上，砍掉低价车型以及裁员，短期的核心目标都是为了降本 远景不说，即使抄底也在财报之后。","text":"维持过去的观点，财报不可能好看，尤其是利润率和现金流，而这是市场过去三个财报最关注的指标。单说利润率，交付下降8.5%意味着汽车业务的营收下降8.5%，但生产过程中的非沉默成本仍然存在，其他支出方面，几个工厂的升级都在进行。还有额外一笔购买GPU的支出，除非是特斯拉在一季度大幅度增持了比特币，不然这个利润率怎么可能会好看。事实上，砍掉低价车型以及裁员，短期的核心目标都是为了降本 远景不说，即使抄底也在财报之后。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/298075803541576","isVote":1,"tweetType":1,"viewCount":12488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":292068254548016,"gmtCreate":1712331662681,"gmtModify":1712331665049,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 方舟基金前来救驾是吧","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 方舟基金前来救驾是吧","text":"$特斯拉(TSLA)$ 方舟基金前来救驾是吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/292068254548016","isVote":1,"tweetType":1,"viewCount":2140,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"idStr":"4092177932484180","authorIdStr":"4092177932484180"},"content":"印度新工厂的工资比上海、深圳便宜不少，比亚迪16万的电车，特斯拉也能造的出，再不行就把工厂搬到非洲去，成本又可以下降很多，搞内卷，谁怕谁？","text":"印度新工厂的工资比上海、深圳便宜不少，比亚迪16万的电车，特斯拉也能造的出，再不行就把工厂搬到非洲去，成本又可以下降很多，搞内卷，谁怕谁？","html":"印度新工厂的工资比上海、深圳便宜不少，比亚迪16万的电车，特斯拉也能造的出，再不行就把工厂搬到非洲去，成本又可以下降很多，搞内卷，谁怕谁？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298513136226488,"gmtCreate":1713911676341,"gmtModify":1713922642318,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 资本市场有时候就是这么不理智 之前路透说没有低价车型了，股价跌， 一龙没有否认，但是说会加速开发无人汽车，股价涨 今天又说有低价车型了（就暂且相信你说的），股价又涨 那问题是，市场到底是看好无人汽车还是低价车型呢？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 资本市场有时候就是这么不理智 之前路透说没有低价车型了，股价跌， 一龙没有否认，但是说会加速开发无人汽车，股价涨 今天又说有低价车型了（就暂且相信你说的），股价又涨 那问题是，市场到底是看好无人汽车还是低价车型呢？","text":"$特斯拉(TSLA)$ 资本市场有时候就是这么不理智 之前路透说没有低价车型了，股价跌， 一龙没有否认，但是说会加速开发无人汽车，股价涨 今天又说有低价车型了（就暂且相信你说的），股价又涨 那问题是，市场到底是看好无人汽车还是低价车型呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/298513136226488","isVote":1,"tweetType":1,"viewCount":9568,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559329655819166","authorId":"3559329655819166","name":"能不能别瞎搞","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":0,"crmLevelSwitch":0,"idStr":"3559329655819166","authorIdStr":"3559329655819166"},"content":"人家早就发推否认了..你自己看不见就说没有？","text":"人家早就发推否认了..你自己看不见就说没有？","html":"人家早就发推否认了..你自己看不见就说没有？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299123390881864,"gmtCreate":1714053375847,"gmtModify":1714102614100,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 同样的独立走势+大单净流入，再次让我倾向认为英伟达的价格已经足够有吸引力，但大盘仍然拉垮，大盘的情绪还没完全反转，英伟达自己还没脱离危险区，不过如果换个角度，很像是重新走回单边行情的前奏","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 同样的独立走势+大单净流入，再次让我倾向认为英伟达的价格已经足够有吸引力，但大盘仍然拉垮，大盘的情绪还没完全反转，英伟达自己还没脱离危险区，不过如果换个角度，很像是重新走回单边行情的前奏","text":"$英伟达(NVDA)$ 同样的独立走势+大单净流入，再次让我倾向认为英伟达的价格已经足够有吸引力，但大盘仍然拉垮，大盘的情绪还没完全反转，英伟达自己还没脱离危险区，不过如果换个角度，很像是重新走回单边行情的前奏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/299123390881864","isVote":1,"tweetType":1,"viewCount":10923,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4129260344802480","authorId":"4129260344802480","name":"AlbertZhou","avatar":"https://static.tigerbbs.com/8017a93295a59e8bdbcfe90423376011","crmLevel":6,"crmLevelSwitch":0,"idStr":"4129260344802480","authorIdStr":"4129260344802480"},"content":"大佬想问问接下来七姐妹连续发布财报期间持有英伟达风险高么，要不要在哪个时间段脱手一阵","text":"大佬想问问接下来七姐妹连续发布财报期间持有英伟达风险高么，要不要在哪个时间段脱手一阵","html":"大佬想问问接下来七姐妹连续发布财报期间持有英伟达风险高么，要不要在哪个时间段脱手一阵"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298067641045096,"gmtCreate":1713799266330,"gmtModify":1713850601545,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 不说结论，只说一些观察 1、今天相对独立于纳指，对比走势可知英伟达有比较强的购买意愿 2、大单资金显著净流入 3、放量了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 不说结论，只说一些观察 1、今天相对独立于纳指，对比走势可知英伟达有比较强的购买意愿 2、大单资金显著净流入 3、放量了","text":"$英伟达(NVDA)$ 不说结论，只说一些观察 1、今天相对独立于纳指，对比走势可知英伟达有比较强的购买意愿 2、大单资金显著净流入 3、放量了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/298067641045096","isVote":1,"tweetType":1,"viewCount":4844,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500038331774042","authorId":"3500038331774042","name":"MZET","avatar":"https://static.tigerbbs.com/7ac0ff5c3153ab4e33b884c247f79c68","crmLevel":1,"crmLevelSwitch":0,"idStr":"3500038331774042","authorIdStr":"3500038331774042"},"content":"但是几次测试800还是没测上去，烦心","text":"但是几次测试800还是没测上去，烦心","html":"但是几次测试800还是没测上去，烦心"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":297032526864392,"gmtCreate":1713546505359,"gmtModify":1713546598798,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 手里没有临期期权 所以目前情绪还是比较稳定。不过这周put应该是都赚的盆满钵满，整体连像样的抵抗都没有。过去在830-840磨了这么久的承压位，今天随随便便的破了。 整体来看，还是之前的观点，英伟达目前没有主线资金在参与，基本上跟着纳指在走，且对坏消息异常敏感。 但今天这个局面，我觉得如果下周几大科技公司的财报还不足以扭转纳指的下滑态势，那这个形态就是真的不太好看了。毕竟网飞和台积电的财报都不可谓不好，跌的多多少少都有些莫名其妙。 那么问题就在于，你相信一个强健的实体经济能走出以季度为单位的熊市么？","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 手里没有临期期权 所以目前情绪还是比较稳定。不过这周put应该是都赚的盆满钵满，整体连像样的抵抗都没有。过去在830-840磨了这么久的承压位，今天随随便便的破了。 整体来看，还是之前的观点，英伟达目前没有主线资金在参与，基本上跟着纳指在走，且对坏消息异常敏感。 但今天这个局面，我觉得如果下周几大科技公司的财报还不足以扭转纳指的下滑态势，那这个形态就是真的不太好看了。毕竟网飞和台积电的财报都不可谓不好，跌的多多少少都有些莫名其妙。 那么问题就在于，你相信一个强健的实体经济能走出以季度为单位的熊市么？","text":"$英伟达(NVDA)$ 手里没有临期期权 所以目前情绪还是比较稳定。不过这周put应该是都赚的盆满钵满，整体连像样的抵抗都没有。过去在830-840磨了这么久的承压位，今天随随便便的破了。 整体来看，还是之前的观点，英伟达目前没有主线资金在参与，基本上跟着纳指在走，且对坏消息异常敏感。 但今天这个局面，我觉得如果下周几大科技公司的财报还不足以扭转纳指的下滑态势，那这个形态就是真的不太好看了。毕竟网飞和台积电的财报都不可谓不好，跌的多多少少都有些莫名其妙。 那么问题就在于，你相信一个强健的实体经济能走出以季度为单位的熊市么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/297032526864392","isVote":1,"tweetType":1,"viewCount":4211,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500038331774042","authorId":"3500038331774042","name":"MZET","avatar":"https://static.tigerbbs.com/7ac0ff5c3153ab4e33b884c247f79c68","crmLevel":1,"crmLevelSwitch":0,"idStr":"3500038331774042","authorIdStr":"3500038331774042"},"content":"能啊，人为操作下啥不能？ 某市某年几千万人还能自愿居家3个月呢","text":"能啊，人为操作下啥不能？ 某市某年几千万人还能自愿居家3个月呢","html":"能啊，人为操作下啥不能？ 某市某年几千万人还能自愿居家3个月呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295960258187456,"gmtCreate":1713285970232,"gmtModify":1713331284586,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"1、robotaxi的核心问题不是技术，而是政策与法律，首先，有多少国家会给这项技术开绿灯？除了北美以外，5年之内几乎是不可想象的。其次，即使政策上放行，事故责任如何界定？如果特斯拉愿意无条件承担责任，那么但从保险支出一条，这会是一笔多大的支出？更不用说北美那个诉棍横行的社会，如果特斯拉不愿意，那么政策上就不可能放行。 2. 有关擎天柱，现在就断言特斯拉会是将来的龙头太武断了吧？尤其是在特斯拉只有纯视觉模型，而没有自然语言模型的前提下。","listText":"1、robotaxi的核心问题不是技术，而是政策与法律，首先，有多少国家会给这项技术开绿灯？除了北美以外，5年之内几乎是不可想象的。其次，即使政策上放行，事故责任如何界定？如果特斯拉愿意无条件承担责任，那么但从保险支出一条，这会是一笔多大的支出？更不用说北美那个诉棍横行的社会，如果特斯拉不愿意，那么政策上就不可能放行。 2. 有关擎天柱，现在就断言特斯拉会是将来的龙头太武断了吧？尤其是在特斯拉只有纯视觉模型，而没有自然语言模型的前提下。","text":"1、robotaxi的核心问题不是技术，而是政策与法律，首先，有多少国家会给这项技术开绿灯？除了北美以外，5年之内几乎是不可想象的。其次，即使政策上放行，事故责任如何界定？如果特斯拉愿意无条件承担责任，那么但从保险支出一条，这会是一笔多大的支出？更不用说北美那个诉棍横行的社会，如果特斯拉不愿意，那么政策上就不可能放行。 2. 有关擎天柱，现在就断言特斯拉会是将来的龙头太武断了吧？尤其是在特斯拉只有纯视觉模型，而没有自然语言模型的前提下。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/295960258187456","repostId":"1192114240","repostType":2,"repost":{"id":"1192114240","kind":"news","pubTimestamp":1713276279,"share":"https://www.laohu8.com/m/news/1192114240?lang=&edition=full","pubTime":"2024-04-16 22:04","market":"us","language":"zh","title":"“木头姐”专访：相比英伟达，为什么我更喜欢特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=1192114240","media":"巴伦周刊","summary":"英伟达需要进一步证明自己。伍德对英伟达的热情不像对特斯拉那么高。截至4月10日，今年ARK Innovation下跌了大约10%。《巴伦周刊》最近对伍德进行了专访，和她讨论了特斯拉、英伟达和其他人工智能公司以及方舟投资的未来等话题。凯西·伍德：我们之前预计英伟达的年回报率会很不错，但后来降到了我们设定的15%最低门槛的下方。","content":"<html><head></head><body><blockquote><p><strong>英伟达需要进一步证明自己。</strong></p></blockquote><p style=\"text-align: justify;\">方舟投资(ARK Invest)首席执行官凯西·伍德(Cathie Wood)是华尔街最知名的特斯拉多头，今年特斯拉股价下跌31%后，伍德最近买入了该公司的股票，由于特斯拉在自动驾驶和机器人项目方面占据主导地位，她仍然坚定看好这家电动汽车制造商的长期前景。 </p><p style=\"text-align: justify;\">伍德对英伟达的热情不像对特斯拉那么高。在旗舰基金ARK Innovation于2023年初卖出英伟达后，过去一年英伟达上涨了两倍多，伍德最近警告指出，英伟达已经涨得太超前了，她甚至拿英伟达和思科做了对比，思科的股价在互联网时代因网络硬件需求大幅上涨，后来因竞争对手进入市场而大幅下跌。</p><p style=\"text-align: justify;\">2022年，方舟投资旗下的基金业绩表现不佳，主要是因为通胀和加息降低了投资者对利润少、股价高的成长股的兴趣，但去年ARK Innovation出现反弹并上涨了72%，涨幅高于纳斯达克综合指数的45%。截至4月10日，今年ARK Innovation下跌了大约10%。 </p><p style=\"text-align: justify;\">2014年，伍德和他人共同成立了方舟投资，她是“技术创新布道者”，每天在网上分享方舟投资的交易情况。2022年，方舟投资推出了ARK Venture Fund，散户投资者可以通过这只基金投资私营公司。今年1月，在获得监管机构批准后，方舟投资推出了ARK 21Shares Bitcoin，比特币是这只ETF的基础资产。 </p><p style=\"text-align: justify;\"><strong>《巴伦周刊》最近对伍德进行了专访，和她讨论了特斯拉、英伟达和其他人工智能公司以及方舟投资的未来等话题。以下是经过编辑的对话内容。 </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16f8c01bd1293424e99883629209fae9\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"1349\"/></p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：今年特斯拉下跌了30%，是什么让你仍然维持看涨立场？</strong> </p><p style=\"text-align: justify;\"><strong>凯西·伍德：</strong>特斯拉正在通过自动驾驶开展全球最大的人工智能项目，它比其他公司拥有更多的现实驾驶数据，我们认为，在2030年到来之前，自动驾驶出租车的整个生态系统将创造8万亿至10万亿美元的收入，特斯拉这样的平台供应商将获得其中一半的收入。</p><p style=\"text-align: justify;\">特斯拉还将凭借Optimus成为人形机器人领域的领头羊之一，汽车工厂的很多工作都需要对螺栓和螺母进行相当精密的操作，目前机器人还做不到这一点，但当人形机器人准备就绪时，它们将帮助汽车工厂以更快的速度扩大规模。 </p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：在英伟达过去六个月大幅上涨之前卖出，你是否认为自己错过了一个机会？</strong></p><p style=\"text-align: justify;\"><strong>凯西·伍德：</strong>我们之前预计英伟达的年回报率会很不错，但后来降到了我们设定的15%最低门槛的下方。我们确实过早卖出了英伟达的股票，但把资金都投向了Coinbase，去年Coinbase的涨幅超过了英伟达。 </p><p style=\"text-align: justify;\">从硬件的角度来看，英伟达在人工智能竞赛中处于领先地位，但为了证明我们给出的目标价是合理的，我们需要看到更多表明人工智能正在帮助企业收入加速增长的证据。 </p><p style=\"text-align: justify;\">编程领域的生产力获得了极大的提升，但我们没有看到一些大公司的收入加速增长，而许多人此前预计大公司的业绩首先会因为人工智能应用而获得提振，我指的是Salesforce.com，Adobe，甚至Autodesk。 </p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：为什么它们的收入没有加速增长？</strong> </p><p style=\"text-align: justify;\"><strong>凯西·伍德：</strong>这些公司的管理层仍在努力去理解应该如何使用人工智能，他们不希望不同的部门在没有规模经济的情况下购买各种工具。为了以最有效的方式利用人工智能，他们需要从不同的部门提取所有数据，将这些数据整合到一个地方，进行清理后制定非常详细的工作流程计划，这需要花非常多的时间。 </p><p style=\"text-align: justify;\">这些公司也意识到，这些工具对它们的许多员工来说没用。ChatGPT的月活跃用户仅用了两个月的时间就达到了1亿，但在2亿见顶，现在已降至1.8亿左右。我原以为用户数量会比这多得多。 </p><p style=\"text-align: justify;\">我们仍在努力去了解人工智能领域的价值将在哪里浮现，因为很多价值正在被开源模型商品化，这是包括OpenAI在内的公司面临的竞争，这些公司希望以订阅的方式提供这些专业服务，如果这些服务成为免费的，这种模式可能就会消失。</p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：还有哪些因素有可能拖累英伟达的增长？</strong> </p><p style=\"text-align: justify;\"><strong>凯西·伍德：</strong>中国正在致力于开发自己的芯片，谷歌、亚马逊和微软等云服务供应商也是如此。特斯拉也在设计自己的芯片，因为它们对自动驾驶至关重要，特斯拉汽车已经不再使用英伟达的部分芯片。 </p><p style=\"text-align: justify;\">在芯片供应短缺时期，许多公司从英伟达那里订购了两倍或三倍的芯片，因此芯片需求已被提前满足，未来几个月可能会再次出现这种周期性的动态，马斯克最近说现在买芯片不再那么难了。 </p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：你看好哪些和人工智能相关的投资？</strong></p><p style=\"text-align: justify;\"><strong>凯西·伍德：</strong>说到人工智能，专有数据是关键。UiPath (PATH)拥有全球所有大公司工作流程的专有数据，该公司正致力于为各种工作任务找到效率最高的工作流程。Palantir (PLTR)也拥有大量专有数据，由于与美国政府多年的合作关系，该公司可以利用这些数据来开发能够提高政府部门工作效率的模式。 </p><p style=\"text-align: justify;\">PagerDuty (PD)通过使用人工智能来识别数据中心出现的问题。Block (SQ)的生产力将获得极大的提升，其数字交易平台将推出新服务。人工智能将在Roblox (RBLX)的平台上创造新游戏，该公司的生态系统正在出现爆炸式发展。 </p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：人工智能会给美国经济和劳动力市场带来哪些影响？</strong> </p><p style=\"text-align: justify;\"><strong>凯西·伍德：</strong>劳动力的增长速度会放慢，但不会下降。技术可能会在短期内取代一些人的工作，但其中许多人将承担监督技术的责任。从长远来看，就业机会将继续增加。 </p><p style=\"text-align: justify;\">人们常常无法想象新技术将创造出来的新工作，举个例子，我们都知道，如果改进提示电脑的方式，我们将得到更好的答案，因此，“提示工程”(prompt engineering)正在成为一种在生成式人工智能出现之前不存在的新工作。 </p><p style=\"text-align: justify;\">过去当我们经历重大的技术变革时，由于生产率的提高，工作时间会以更快的速度减少，拖拉机提高了农场的生产力，因此农民不再需要自己的孩子在农场工作，他们可以去工厂做有报酬的工作。 </p><p style=\"text-align: justify;\">这一次也会发生同样的事。例如，有了自动驾驶，父母可以把接送孩子的时间一部分用来去做有报酬的工作，另一部分用于休闲娱乐。 </p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：公众阻力和监管会威胁人工智能的发展吗？</strong> </p><p style=\"text-align: justify;\"><strong>凯西·伍德：</strong>现在监管人工智能就像20世纪90年代初监管互联网一样，那时候我们不知道互联网会变成什么样。如今我们对人工智能的看法更积极，不过，挑选赢家和输家的工作不应该由政府去做，目前美国国会发起了一项运动，要求放慢监管行动的速度，让市场去决定谁是赢家谁是输家。 </p><p style=\"text-align: justify;\">如今每个国家都想成为创新中心，当美国联邦航空局限制无人机在美国的飞行区域时，亚马逊等公司就会去其他国家开展业务，美国政府意识到了这一点，我们看到现在有更多支持创新的法规出台。 </p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：ARK Venture Fund投资的哪些私营公司最吸引你？</strong></p><p style=\"text-align: justify;\"><strong>凯西·伍德：</strong>MosaicML是最早被纳入投资组合的公司之一，MosaicML是一家软件公司，通过组织数据和使用大语言模型帮助企业为人工智能时代做好准备。Databricks以六倍于我们支付的价格收购了MosaicML，Databricks现在是我们投资组合中的重仓股之一。</p><p style=\"text-align: justify;\">专注于开发人形机器人的Figure AI的客户包括亚马逊和梅赛德斯，去年，亚马逊将配送中心的机器人数量增加了一倍，达到100万个，在未来一年左右，亚马逊的机器人数量可能会超过人类员工的数量，Figure AI将帮助亚马逊做到这一点。 </p><p style=\"text-align: justify;\">在多组学领域（结合不同种类生物数据的研究），Freenome正在开发一种血液检测方法，通过识别流入血液的息肉帮助医生在一期甚至更早的时候诊断出癌症。 </p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：你认为哪些因素可能会破坏美股牛市？</strong> </p><p style=\"text-align: justify;\"><strong>凯西·伍德：</strong>如今的世界和20世纪80年代初非常相似：美元兑其他许多国家的货币上涨，许多新兴市场因为经济陷入困境而开始降息。我们看到世界其他地区出现了严重疲软的迹象，这将以某种形式给美国带来冲击。 </p><p style=\"text-align: justify;\">至少从1998年起，当利率上升时，黄金需求就会下降，但美联储从2022年开始加息以来，这种相关性已经被打破。由于世界其他地区涌向避险资产，黄金价格正在不断创新高，这说明全球经济比较疲软。</p><p style=\"text-align: justify;\">去年夏天以来，美国股市一直在“通胀是否会下降”和“今年美联储会降息几次”这两个问题上摇摆不定，现在股市将进行新一轮的评估，因为最新就业数据显示，几乎所有新增就业岗位都是兼职，全职工作岗位其实变少了。 </p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：未来几年新技术将带领全球经济走向何方？</strong> </p><p style=\"text-align: justify;\"><strong>凯西·伍德：</strong>所有技术都具有通缩效应，价格最终会下降，尤其是不同技术之间的融合将带来爆炸式的单位增长和成本的下降。这是未来几年会让人们大感意外的事件之一。 </p><p style=\"text-align: justify;\">举个例子，电动汽车是机器人、能源储存和人工智能的结合，中国公司小米刚刚发布了一款售价不到3万美元的新车，我们认为，五年内电动汽车的价格将降至2万到2.5万美元之间。 </p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：你为方舟投资制定了哪些长期计划？</strong></p><p style=\"text-align: justify;\"><strong>凯西·伍德：</strong>我们的基础业务是投资于颠覆性创新的ETF和公开市场上的单独管理账户。我们正在推动风险资本的民主化，投资者可以在Titan和Sofi平台上买入ARK Venture Fund，只要有500美元，任何人都可以获得SpaceX或Discord的一部分股份，而过去只有合格投资者才有这样的机会。 </p><p style=\"text-align: justify;\">今年我们推出了ARK 21Shares Bitcoin，这只是我们希望在未来几年为投资者带来投资更广泛数字资产机会的开端。我们还希望扩大在全球市场的影响力，去年9月，方舟投资收购了欧洲主题指数ETF供应商Rize，我们很快就会推出三只面向整个欧洲市场的基金。</p><p style=\"text-align: justify;\"><strong>《巴伦周刊》：谢谢。</strong></p></body></html>","source":"lsy1587985706210","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>“木头姐”专访：相比英伟达，为什么我更喜欢特斯拉</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{ 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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“木头姐”专访：相比英伟达，为什么我更喜欢特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-16 22:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MzU3MDc5NTU0NQ==&mid=2247555056&idx=1&sn=af28b218096c0d569b70c1af2c61c0cc&chksm=fddd551731b66051fe116c622050bad3e6d17abbd895ca9c831d17c37e1bfee567e35afca685&scene=0&xtrack=1#rd><strong>巴伦周刊</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达需要进一步证明自己。方舟投资(ARK Invest)首席执行官凯西·伍德(Cathie Wood)是华尔街最知名的特斯拉多头，今年特斯拉股价下跌31%后，伍德最近买入了该公司的股票，由于特斯拉在自动驾驶和机器人项目方面占据主导地位，她仍然坚定看好这家电动汽车制造商的长期前景。 伍德对英伟达的热情不像对特斯拉那么高。在旗舰基金ARK Innovation于2023年初卖出英伟达后，过去一年英...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzU3MDc5NTU0NQ==&mid=2247555056&idx=1&sn=af28b218096c0d569b70c1af2c61c0cc&chksm=fddd551731b66051fe116c622050bad3e6d17abbd895ca9c831d17c37e1bfee567e35afca685&scene=0&xtrack=1#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3c19753415c7e85bc181d617e3736e8","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s?__biz=MzU3MDc5NTU0NQ==&mid=2247555056&idx=1&sn=af28b218096c0d569b70c1af2c61c0cc&chksm=fddd551731b66051fe116c622050bad3e6d17abbd895ca9c831d17c37e1bfee567e35afca685&scene=0&xtrack=1#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192114240","content_text":"英伟达需要进一步证明自己。方舟投资(ARK Invest)首席执行官凯西·伍德(Cathie Wood)是华尔街最知名的特斯拉多头，今年特斯拉股价下跌31%后，伍德最近买入了该公司的股票，由于特斯拉在自动驾驶和机器人项目方面占据主导地位，她仍然坚定看好这家电动汽车制造商的长期前景。 伍德对英伟达的热情不像对特斯拉那么高。在旗舰基金ARK Innovation于2023年初卖出英伟达后，过去一年英伟达上涨了两倍多，伍德最近警告指出，英伟达已经涨得太超前了，她甚至拿英伟达和思科做了对比，思科的股价在互联网时代因网络硬件需求大幅上涨，后来因竞争对手进入市场而大幅下跌。2022年，方舟投资旗下的基金业绩表现不佳，主要是因为通胀和加息降低了投资者对利润少、股价高的成长股的兴趣，但去年ARK Innovation出现反弹并上涨了72%，涨幅高于纳斯达克综合指数的45%。截至4月10日，今年ARK Innovation下跌了大约10%。 2014年，伍德和他人共同成立了方舟投资，她是“技术创新布道者”，每天在网上分享方舟投资的交易情况。2022年，方舟投资推出了ARK Venture Fund，散户投资者可以通过这只基金投资私营公司。今年1月，在获得监管机构批准后，方舟投资推出了ARK 21Shares Bitcoin，比特币是这只ETF的基础资产。 《巴伦周刊》最近对伍德进行了专访，和她讨论了特斯拉、英伟达和其他人工智能公司以及方舟投资的未来等话题。以下是经过编辑的对话内容。 《巴伦周刊》：今年特斯拉下跌了30%，是什么让你仍然维持看涨立场？ 凯西·伍德：特斯拉正在通过自动驾驶开展全球最大的人工智能项目，它比其他公司拥有更多的现实驾驶数据，我们认为，在2030年到来之前，自动驾驶出租车的整个生态系统将创造8万亿至10万亿美元的收入，特斯拉这样的平台供应商将获得其中一半的收入。特斯拉还将凭借Optimus成为人形机器人领域的领头羊之一，汽车工厂的很多工作都需要对螺栓和螺母进行相当精密的操作，目前机器人还做不到这一点，但当人形机器人准备就绪时，它们将帮助汽车工厂以更快的速度扩大规模。 《巴伦周刊》：在英伟达过去六个月大幅上涨之前卖出，你是否认为自己错过了一个机会？凯西·伍德：我们之前预计英伟达的年回报率会很不错，但后来降到了我们设定的15%最低门槛的下方。我们确实过早卖出了英伟达的股票，但把资金都投向了Coinbase，去年Coinbase的涨幅超过了英伟达。 从硬件的角度来看，英伟达在人工智能竞赛中处于领先地位，但为了证明我们给出的目标价是合理的，我们需要看到更多表明人工智能正在帮助企业收入加速增长的证据。 编程领域的生产力获得了极大的提升，但我们没有看到一些大公司的收入加速增长，而许多人此前预计大公司的业绩首先会因为人工智能应用而获得提振，我指的是Salesforce.com，Adobe，甚至Autodesk。 《巴伦周刊》：为什么它们的收入没有加速增长？ 凯西·伍德：这些公司的管理层仍在努力去理解应该如何使用人工智能，他们不希望不同的部门在没有规模经济的情况下购买各种工具。为了以最有效的方式利用人工智能，他们需要从不同的部门提取所有数据，将这些数据整合到一个地方，进行清理后制定非常详细的工作流程计划，这需要花非常多的时间。 这些公司也意识到，这些工具对它们的许多员工来说没用。ChatGPT的月活跃用户仅用了两个月的时间就达到了1亿，但在2亿见顶，现在已降至1.8亿左右。我原以为用户数量会比这多得多。 我们仍在努力去了解人工智能领域的价值将在哪里浮现，因为很多价值正在被开源模型商品化，这是包括OpenAI在内的公司面临的竞争，这些公司希望以订阅的方式提供这些专业服务，如果这些服务成为免费的，这种模式可能就会消失。《巴伦周刊》：还有哪些因素有可能拖累英伟达的增长？ 凯西·伍德：中国正在致力于开发自己的芯片，谷歌、亚马逊和微软等云服务供应商也是如此。特斯拉也在设计自己的芯片，因为它们对自动驾驶至关重要，特斯拉汽车已经不再使用英伟达的部分芯片。 在芯片供应短缺时期，许多公司从英伟达那里订购了两倍或三倍的芯片，因此芯片需求已被提前满足，未来几个月可能会再次出现这种周期性的动态，马斯克最近说现在买芯片不再那么难了。 《巴伦周刊》：你看好哪些和人工智能相关的投资？凯西·伍德：说到人工智能，专有数据是关键。UiPath (PATH)拥有全球所有大公司工作流程的专有数据，该公司正致力于为各种工作任务找到效率最高的工作流程。Palantir (PLTR)也拥有大量专有数据，由于与美国政府多年的合作关系，该公司可以利用这些数据来开发能够提高政府部门工作效率的模式。 PagerDuty (PD)通过使用人工智能来识别数据中心出现的问题。Block (SQ)的生产力将获得极大的提升，其数字交易平台将推出新服务。人工智能将在Roblox (RBLX)的平台上创造新游戏，该公司的生态系统正在出现爆炸式发展。 《巴伦周刊》：人工智能会给美国经济和劳动力市场带来哪些影响？ 凯西·伍德：劳动力的增长速度会放慢，但不会下降。技术可能会在短期内取代一些人的工作，但其中许多人将承担监督技术的责任。从长远来看，就业机会将继续增加。 人们常常无法想象新技术将创造出来的新工作，举个例子，我们都知道，如果改进提示电脑的方式，我们将得到更好的答案，因此，“提示工程”(prompt engineering)正在成为一种在生成式人工智能出现之前不存在的新工作。 过去当我们经历重大的技术变革时，由于生产率的提高，工作时间会以更快的速度减少，拖拉机提高了农场的生产力，因此农民不再需要自己的孩子在农场工作，他们可以去工厂做有报酬的工作。 这一次也会发生同样的事。例如，有了自动驾驶，父母可以把接送孩子的时间一部分用来去做有报酬的工作，另一部分用于休闲娱乐。 《巴伦周刊》：公众阻力和监管会威胁人工智能的发展吗？ 凯西·伍德：现在监管人工智能就像20世纪90年代初监管互联网一样，那时候我们不知道互联网会变成什么样。如今我们对人工智能的看法更积极，不过，挑选赢家和输家的工作不应该由政府去做，目前美国国会发起了一项运动，要求放慢监管行动的速度，让市场去决定谁是赢家谁是输家。 如今每个国家都想成为创新中心，当美国联邦航空局限制无人机在美国的飞行区域时，亚马逊等公司就会去其他国家开展业务，美国政府意识到了这一点，我们看到现在有更多支持创新的法规出台。 《巴伦周刊》：ARK Venture Fund投资的哪些私营公司最吸引你？凯西·伍德：MosaicML是最早被纳入投资组合的公司之一，MosaicML是一家软件公司，通过组织数据和使用大语言模型帮助企业为人工智能时代做好准备。Databricks以六倍于我们支付的价格收购了MosaicML，Databricks现在是我们投资组合中的重仓股之一。专注于开发人形机器人的Figure AI的客户包括亚马逊和梅赛德斯，去年，亚马逊将配送中心的机器人数量增加了一倍，达到100万个，在未来一年左右，亚马逊的机器人数量可能会超过人类员工的数量，Figure AI将帮助亚马逊做到这一点。 在多组学领域（结合不同种类生物数据的研究），Freenome正在开发一种血液检测方法，通过识别流入血液的息肉帮助医生在一期甚至更早的时候诊断出癌症。 《巴伦周刊》：你认为哪些因素可能会破坏美股牛市？ 凯西·伍德：如今的世界和20世纪80年代初非常相似：美元兑其他许多国家的货币上涨，许多新兴市场因为经济陷入困境而开始降息。我们看到世界其他地区出现了严重疲软的迹象，这将以某种形式给美国带来冲击。 至少从1998年起，当利率上升时，黄金需求就会下降，但美联储从2022年开始加息以来，这种相关性已经被打破。由于世界其他地区涌向避险资产，黄金价格正在不断创新高，这说明全球经济比较疲软。去年夏天以来，美国股市一直在“通胀是否会下降”和“今年美联储会降息几次”这两个问题上摇摆不定，现在股市将进行新一轮的评估，因为最新就业数据显示，几乎所有新增就业岗位都是兼职，全职工作岗位其实变少了。 《巴伦周刊》：未来几年新技术将带领全球经济走向何方？ 凯西·伍德：所有技术都具有通缩效应，价格最终会下降，尤其是不同技术之间的融合将带来爆炸式的单位增长和成本的下降。这是未来几年会让人们大感意外的事件之一。 举个例子，电动汽车是机器人、能源储存和人工智能的结合，中国公司小米刚刚发布了一款售价不到3万美元的新车，我们认为，五年内电动汽车的价格将降至2万到2.5万美元之间。 《巴伦周刊》：你为方舟投资制定了哪些长期计划？凯西·伍德：我们的基础业务是投资于颠覆性创新的ETF和公开市场上的单独管理账户。我们正在推动风险资本的民主化，投资者可以在Titan和Sofi平台上买入ARK Venture Fund，只要有500美元，任何人都可以获得SpaceX或Discord的一部分股份，而过去只有合格投资者才有这样的机会。 今年我们推出了ARK 21Shares Bitcoin，这只是我们希望在未来几年为投资者带来投资更广泛数字资产机会的开端。我们还希望扩大在全球市场的影响力，去年9月，方舟投资收购了欧洲主题指数ETF供应商Rize，我们很快就会推出三只面向整个欧洲市场的基金。《巴伦周刊》：谢谢。","news_type":1},"isVote":1,"tweetType":1,"viewCount":6323,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000154","authorId":"9000000000000154","name":"妥妥的幸福11","avatar":"https://static.tigerbbs.com/e747bedd43d9fd19621ea7f5e5a63cf3","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000154","authorIdStr":"9000000000000154"},"content":"因此，我们无法断言特斯拉是否会在未来成为龙头企业，这需要综合考虑多个因素的影响。","text":"因此，我们无法断言特斯拉是否会在未来成为龙头企业，这需要综合考虑多个因素的影响。","html":"因此，我们无法断言特斯拉是否会在未来成为龙头企业，这需要综合考虑多个因素的影响。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432233530094400,"gmtCreate":1746538444667,"gmtModify":1746588085189,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"我平仓了50手<a 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20260116 240.0 CALL\">$AVGO 20260116 240.0 CALL$&nbsp;</a>,来看看我最新分享的订单！","listText":"我平仓了10手<a href=\"https://laohu8.com/OPT/AVGO 20260116 240.0 CALL\">$AVGO 20260116 240.0 CALL$&nbsp;</a>,来看看我最新分享的订单！","text":"我平仓了10手$AVGO 20260116 240.0 CALL$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432235758359176","isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432167225295464,"gmtCreate":1746521921886,"gmtModify":1746521923591,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"最坏情况下世界有可能毁灭 这有什么意义？","listText":"最坏情况下世界有可能毁灭 这有什么意义？","text":"最坏情况下世界有可能毁灭 这有什么意义？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432167225295464","repostId":"2533526044","repostType":2,"repost":{"id":"2533526044","kind":"news","pubTimestamp":1746514554,"share":"https://www.laohu8.com/m/news/2533526044?lang=&edition=full","pubTime":"2025-05-06 14:55","market":"hk","language":"zh","title":"Piper Sandler预警：若遇极端市场环境 英伟达(NVDA.US)数据中心业务或损失近百亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2533526044","media":"智通财经","summary":"智通财经APP获悉，Piper Sandler近日警告称，在资本支出削减和在中国市场需求持续疲软的最坏情境下，英伟达数据中心业务年度营收可能面临高达98亿美元的影响。Piper Sandler分析师在一份报告中指出：“总体而言，根据我们的极端情境测算，英伟达数据中心终端市场中约6.45%的总营收可能受到资本支出削减的冲击。”根据Piper Sandler的模型，预计98亿美元的营收影响将对每股收益产生约0.40美元的负面影响。","content":"<html><body><p>智通财经APP获悉，Piper Sandler近日警告称，在资本支出削减和在中国市场需求持续疲软的最坏情境下，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)数据中心业务年度营收可能面临高达98亿美元的影响。</p><p>该机构对英伟达数据中心业务进行了敏感性分析，以评估未来一年若客户缩减资本支出可能带来的负面影响。</p><p>Piper Sandler分析师在一份报告中指出：“总体而言，根据我们的极端情境测算，英伟达数据中心终端市场中约6.45%的总营收可能受到资本支出削减的冲击。”</p><p>这一极端预测基于两个关键假设：英伟达客户群体持续缩减资本支出，同时中国市场未能实现复苏。</p><p>分析师表示：“我们认为这是‘最坏情境’分析，前提是资本支出确实削减且中国业务未能恢复。”</p><p>根据Piper Sandler的模型，预计98亿美元的营收影响将对每股收益产生约0.40美元的负面影响。</p><p>该机构虽然维持对英伟达的“增持”评级，目标价150美元，但给出了差异显著的情景预测：“在最坏情境下采用25倍市盈率(行业低谷倍数)，我们得出76.25美元的目标股价;而在最佳情境下同样采用25倍倍数，目标股价则为126.75美元。”</p><p>分析师指出，该机构在4月15日英伟达提交8-K文件后，已在其公开模型中剔除中国业务收入。这意味着在他们的情况下，潜在的收入损失不会重复计算中国风险敞口。Piper Sandler表示，“需要指出的是，我们当前的公开预测已排除中国收入，这意味着模型已提前规避了中国市场风险”，相关情境分析不会造成风险因素的重复计算。</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>Piper Sandler预警：若遇极端市场环境 英伟达(NVDA.US)数据中心业务或损失近百亿美元</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1289504.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0444971666.USD":"天利全球科技基金","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","NVD2.UK":"2X NVIDIA ETP","NVDA":"英伟达","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","NVD":"GraniteShares 2x Short NVDA Daily ETF","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","NVDD":"Direxion Daily NVDA Bear 1X 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1289504.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2533526044","content_text":"智通财经APP获悉，Piper Sandler近日警告称，在资本支出削减和在中国市场需求持续疲软的最坏情境下，英伟达(NVDA.US)数据中心业务年度营收可能面临高达98亿美元的影响。该机构对英伟达数据中心业务进行了敏感性分析，以评估未来一年若客户缩减资本支出可能带来的负面影响。Piper Sandler分析师在一份报告中指出：“总体而言，根据我们的极端情境测算，英伟达数据中心终端市场中约6.45%的总营收可能受到资本支出削减的冲击。”这一极端预测基于两个关键假设：英伟达客户群体持续缩减资本支出，同时中国市场未能实现复苏。分析师表示：“我们认为这是‘最坏情境’分析，前提是资本支出确实削减且中国业务未能恢复。”根据Piper Sandler的模型，预计98亿美元的营收影响将对每股收益产生约0.40美元的负面影响。该机构虽然维持对英伟达的“增持”评级，目标价150美元，但给出了差异显著的情景预测：“在最坏情境下采用25倍市盈率(行业低谷倍数)，我们得出76.25美元的目标股价;而在最佳情境下同样采用25倍倍数，目标股价则为126.75美元。”分析师指出，该机构在4月15日英伟达提交8-K文件后，已在其公开模型中剔除中国业务收入。这意味着在他们的情况下，潜在的收入损失不会重复计算中国风险敞口。Piper 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建议现在所有人现在挂个末日call","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/298756323098672","isVote":1,"tweetType":1,"viewCount":2756,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3517803497552902","authorId":"3517803497552902","name":"卖完睡觉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3517803497552902","authorIdStr":"3517803497552902"},"content":"和DJT的暴涨有什么区别","text":"和DJT的暴涨有什么区别","html":"和DJT的暴涨有什么区别"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395382201184688,"gmtCreate":1737556378733,"gmtModify":1746581070183,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"我平仓了<a 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我还清楚的记得一龙收购推特那段时间，每天卖股票给特斯拉股价所带来的压力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/296145185828880","isVote":1,"tweetType":1,"viewCount":11863,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"重庆GEL","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000145","authorIdStr":"9000000000000145"},"content":"这让我想起了一龙收购推特时对特斯拉股价造成的影响，每天的股票卖压给了特斯拉带来了不小的压力。","text":"这让我想起了一龙收购推特时对特斯拉股价造成的影响，每天的股票卖压给了特斯拉带来了不小的压力。","html":"这让我想起了一龙收购推特时对特斯拉股价造成的影响，每天的股票卖压给了特斯拉带来了不小的压力。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282161241702672,"gmtCreate":1709915410482,"gmtModify":1709915411834,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 同样的事情难道我真的需要每周都上演么 不过这周手里没有末日期权 心情稳定了许多","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 同样的事情难道我真的需要每周都上演么 不过这周手里没有末日期权 心情稳定了许多","text":"$英伟达(NVDA)$ 同样的事情难道我真的需要每周都上演么 不过这周手里没有末日期权 心情稳定了许多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/282161241702672","isVote":1,"tweetType":1,"viewCount":1905,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"content":"多空双杀 每周固定保留节目","text":"多空双杀 每周固定保留节目","html":"多空双杀 每周固定保留节目"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}