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Nobody1
03-08
这篇文章不错,转发给大家看看
@小虎周报:【一周科技动态】大科技回调还有多少博弈空间?估值修正极限与反弹契机前瞻
Nobody1
01-21
$普拉格能源(PLUG)$
特朗普不支持绿色能源
Nobody1
2024-07-30
$蔚来(NIO)$
垃圾到不行
Nobody1
2024-07-23
$蔚来(NIO)$
烂泥烂泥
Nobody1
2023-06-21
$蔚来(NIO)$
再怎么地也不能比小鹏差吧
Nobody1
2023-05-09
$蔚来(NIO)$
怎么这么垃圾啊
Nobody1
2023-01-23
$Affirm Holdings, Inc.(AFRM)$
好猛
Nobody1
2022-12-13
$小鹏汽车(XPEV)$
Nobody1
2022-11-10
$蔚来(NIO)$
Nobody1
2022-11-08
$Affirm Holdings, Inc.(AFRM)$
感觉明天财报要爆雷
Nobody1
2022-11-04
$小鹏汽车(XPEV)$
加油冲
Nobody1
2022-11-04
$安路科技(688107)$
大盘在涨,为啥你在跌
Nobody1
2022-11-02
$蔚来(NIO)$
加油⛽️
Nobody1
2022-10-31
这篇文章不错,转发给大家看看
抱歉,原内容已删除
Nobody1
2022-10-28
$小鹏汽车(XPEV)$
什么时候到五刀
Nobody1
2022-10-17
$蔚来(NIO)$
Nobody1
2022-10-12
$纳斯达克(.IXIC)$
还不如A股
Nobody1
2022-10-12
$上证指数(000001.SH)$
Nobody1
2022-09-08
$小鹏汽车(XPEV)$
感觉会到个位数
Nobody1
2022-08-25
$特斯拉(TSLA)$
[喷血] [喷血] [喷血]
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> -7.97%, <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> +1.11%, <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> -3.85%, <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>","text":"涨跌纷纭——一周大科技表现本周宏观主线:“美国例外”交易的退潮。最近两周,市场风险偏好极端转向,AI叙事的芯片制造商纷纷大跌,拉动纳斯达克整体回调,避险情绪回升,同时,Trump政府的关税议题不断波澜,甚至成为市场首要关注点。投资者降低美元多头,涌入欧洲、亚洲,以分散对美国市场的投资。与2018年时期不同的是,目前美股估值处于高位,市场(CTA等具有一致性的机构投资者行为)趋于谨慎、增长预期的走弱(Walmart/Target/Bestbuy等零售数据),叠加此前并没有Price-in太多的Trump政策不确定性,市场目前的回调只能说是渐渐回到合理区间。接下来的走势会更加依赖经济的基本面。大科技公司自然也是整体回调:Tesla的销量问题恶化了基本面(2月销量断崖式下降,内因Model Y的更新换代,外因是Elon Musk的DOGE/政治言论);Nvidia财报后大幅回调,目前前瞻市盈率已经达到10年的低点(24倍左右),但投资者重新考虑AI仓位,针对算力需求/二次导等讨论也让市场出现分歧。至3月6日收盘,过去一周,大科技公司全面走跌。其中 $苹果(AAPL)$ -0.83%, $英伟达(NVDA)$ -7.97%, $微软(MSFT)$ +1.11%, $亚马逊(AMZN)$ -3.85%, 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垃圾到不行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333083389038792","isVote":1,"tweetType":1,"viewCount":1649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330595471360184,"gmtCreate":1721742443078,"gmtModify":1721742444302,"author":{"id":"3548167109321659","authorId":"3548167109321659","name":"Nobody1","avatar":"https://static.tigerbbs.com/28b2a91feb326207baf62d7f433df647","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548167109321659","idStr":"3548167109321659"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 烂泥烂泥","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 烂泥烂泥","text":"$蔚来(NIO)$ 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