BJJH的个人主页 - 老虎社区

BJJH

BJJH

资深投资人

IP属地：北京

13关注

24粉丝

4主题

0勋章

10-24 23:41

I opened 4 lot(s) $INTC 20251031 35.5 PUT$ ,[得意]

10-22

I opened 5 lot(s) $UBER 20251024 90.0 PUT$ ,[得意]

10-02

我开仓了4手$UBER 20251003 95.0 PUT$ ,来看看我最新分享的订单！

09-25

我开仓了2手$GOOGL 20251003 222.5 PUT$ ,撸羊毛

09-05

气候变暖，石油用光，有人要活150等等，可不要低估这些问题。[得意] [嘘]

Market Underestimating Negative Impact of Autonomous Vehicles on Uber, Lyft, Wedbush Says

09-04

我开仓了2手$GOOGL 20250912 220.0 PUT$ ,回购

07-28

我开仓了2手$UBER 20250801 90.0 PUT$ ,周周乐

07-27

我平仓了1手$GOOGL 20250725 180.0 PUT$ ,财报愉快😀

07-27

我平仓了5手$UBER 20250725 90.0 PUT$ ,周末愉快

07-27

我平仓了5手$UBER 20250725 89.0 PUT$ ,周末愉快

07-21

我开仓了5手$UBER 20250725 89.0 PUT$ ,更合适

07-21

我开仓了5手$UBER 20250725 90.0 PUT$ ,合适

07-20

我平仓了5手$UBER 20250718 91.0 PUT$ ,上周做的

07-20

我平仓了2手$UBER 20250718 90.0 PUT$ ,有钱无股

07-19

我开仓了500.0股$优步(UBER)$ ,到手

07-18

我开仓了2手$UBER 20250718 90.0 PUT$ ,合适

07-01

我平仓了80.0股$爱彼迎(ABNB)$ ,长短有别[得意]

07-01

我开仓了5手$UBER 20250703 90.0 PUT$ ,回购

06-24

我平仓了600.0股$优步(UBER)$ ,快被遗忘的卖单

06-19

我开仓了80.0股$爱彼迎(ABNB)$ ,忘了撤单入手

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opened 4 lot(s) <a href=\"https://laohu8.com/OPT/INTC 20251031 35.5 PUT\">$INTC 20251031 35.5 PUT$&nbsp;</a> ,[得意]&nbsp;&nbsp;","listText":"I opened 4 lot(s) <a href=\"https://laohu8.com/OPT/INTC 20251031 35.5 PUT\">$INTC 20251031 35.5 PUT$&nbsp;</a> ,[得意]&nbsp;&nbsp;","text":"I opened 4 lot(s) $INTC 20251031 35.5 PUT$ ,[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492745777492120","isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":492032156868968,"gmtCreate":1761146332029,"gmtModify":1761379469371,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548681672386600","authorIdStr":"3548681672386600"},"themes":[],"htmlText":"I opened 5 lot(s) <a href=\"https://laohu8.com/OPT/UBER 20251024 90.0 PUT\">$UBER 20251024 90.0 PUT$&nbsp;</a> ,[得意]&nbsp;&nbsp;","listText":"I opened 5 lot(s) <a href=\"https://laohu8.com/OPT/UBER 20251024 90.0 PUT\">$UBER 20251024 90.0 PUT$&nbsp;</a> ,[得意]&nbsp;&nbsp;","text":"I opened 5 lot(s) $UBER 20251024 90.0 PUT$ ,[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492032156868968","isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":484898733813992,"gmtCreate":1759412673159,"gmtModify":1759559014040,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548681672386600","authorIdStr":"3548681672386600"},"themes":[],"htmlText":"我开仓了4手<a href=\"https://laohu8.com/OPT/UBER 20251003 95.0 PUT\">$UBER 20251003 95.0 PUT$&nbsp;</a>,来看看我最新分享的订单！","listText":"我开仓了4手<a href=\"https://laohu8.com/OPT/UBER 20251003 95.0 PUT\">$UBER 20251003 95.0 PUT$&nbsp;</a>,来看看我最新分享的订单！","text":"我开仓了4手$UBER 20251003 95.0 PUT$ ,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/484898733813992","isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482422315991472,"gmtCreate":1758807471326,"gmtModify":1759559013996,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548681672386600","authorIdStr":"3548681672386600"},"themes":[],"htmlText":"我开仓了2手<a href=\"https://laohu8.com/OPT/GOOGL 20251003 222.5 PUT\">$GOOGL 20251003 222.5 PUT$&nbsp;</a>,撸羊毛","listText":"我开仓了2手<a href=\"https://laohu8.com/OPT/GOOGL 20251003 222.5 PUT\">$GOOGL 20251003 222.5 PUT$&nbsp;</a>,撸羊毛","text":"我开仓了2手$GOOGL 20251003 222.5 PUT$ ,撸羊毛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482422315991472","isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":475361469563600,"gmtCreate":1757058585312,"gmtModify":1757058587239,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548681672386600","authorIdStr":"3548681672386600"},"themes":[],"htmlText":"气候变暖，石油用光，有人要活150等等，可不要低估这些问题。[得意]&nbsp;&nbsp;[嘘]&nbsp;&nbsp;","listText":"气候变暖，石油用光，有人要活150等等，可不要低估这些问题。[得意]&nbsp;&nbsp;[嘘]&nbsp;&nbsp;","text":"气候变暖，石油用光，有人要活150等等，可不要低估这些问题。[得意] [嘘]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/475361469563600","repostId":"2565304933","repostType":2,"repost":{"id":"2565304933","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1757009398,"share":"https://www.laohu8.com/m/news/2565304933?lang=&edition=full","pubTime":"2025-09-05 02:09","market":"us","language":"en","title":"Market Underestimating Negative Impact of Autonomous Vehicles on Uber, Lyft, Wedbush Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2565304933","media":"MT Newswires Live","summary":"Shares of Uber Technologies  and Lyft  were edging lower Thursday after Wedbush analysts said they continue to believe the market is underestimating a \"negative terminal value impact\" that autonomous vehicles could have on the companies' discounted cash flow value.Wedbush said Tesla's  Robotaxi app is now available to all US iPhone users and ranks in sixth position on Apple's  App Store. The analysts said broader availability of the Robotaxi app could indicate plans to expand the service in the coming months.The analysts said they believe that while the near-term financial impact to established ridesharing platforms is limited, over time autonomous vehicles will disrupt the current status quo.Markets with higher density will be the areas where autonomous vehicles can be the most disruptive at first, Wedbush said, adding that 40% of Uber's mobility gross booking is exposed to a potential risk from AVs with Lyft's core business potentially facing a risk of similar proportions.The firm ha","content":"<html><body><p> Shares of <a href=\"https://laohu8.com/S/UBER\">Uber Technologies</a> (UBER) and <a href=\"https://laohu8.com/S/LYFT\">Lyft</a> (LYFT) were edging lower Thursday after Wedbush analysts said they continue to believe the market is underestimating a \"negative terminal value impact\" that autonomous vehicles could have on the companies' discounted cash flow value.</p><p>Wedbush said <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>'s (TSLA) Robotaxi app is now available to all US iPhone users and ranks in sixth position on Apple's (AAPL) App Store. The analysts said broader availability of the Robotaxi app could indicate plans to expand the service in the coming months.</p><p>The analysts said they believe that while the near-term financial impact to established ridesharing platforms is limited, over time autonomous vehicles will disrupt the current status quo.</p><p>Markets with higher density will be the areas where autonomous vehicles can be the most disruptive at first, Wedbush said, adding that 40% of Uber's mobility gross booking is exposed to a potential risk from AVs with Lyft's core business potentially facing a risk of similar proportions.</p><p>The firm has a neutral rating on Uber and Lyft with respective price targets of $84 and $15.</p><p>Price: 92.65, Change: -0.29, Percent Change: -0.31</p></body></html>","source":"mtnewswires_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Market Underestimating Negative Impact of Autonomous Vehicles on Uber, Lyft, Wedbush Says</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\">\nMarket Underestimating Negative Impact of Autonomous Vehicles on Uber, Lyft, Wedbush Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-09-05 02:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Shares of <a href=\"https://laohu8.com/S/UBER\">Uber Technologies</a> (UBER) and <a href=\"https://laohu8.com/S/LYFT\">Lyft</a> (LYFT) were edging lower Thursday after Wedbush analysts said they continue to believe the market is underestimating a \"negative terminal value impact\" that autonomous vehicles could have on the companies' discounted cash flow value.</p><p>Wedbush said <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>'s (TSLA) Robotaxi app is now available to all US iPhone users and ranks in sixth position on Apple's (AAPL) App Store. The analysts said broader availability of the Robotaxi app could indicate plans to expand the service in the coming months.</p><p>The analysts said they believe that while the near-term financial impact to established ridesharing platforms is limited, over time autonomous vehicles will disrupt the current status quo.</p><p>Markets with higher density will be the areas where autonomous vehicles can be the most disruptive at first, Wedbush said, adding that 40% of Uber's mobility gross booking is exposed to a potential risk from AVs with Lyft's core business potentially facing a risk of similar proportions.</p><p>The firm has a neutral rating on Uber and Lyft with respective price targets of $84 and $15.</p><p>Price: 92.65, Change: -0.29, Percent Change: -0.31</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1206712785.SGD":"Aviva Investors - Multi-Strategy Target Return Ah SGD","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1046421795.USD":"富达环球科技A-ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","MACW.SI":"APPLE 3xLongSG261006","LYFT":"Lyft, Inc.","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","UBER":"优步","BK4532":"文艺复兴科技持仓","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","BK4511":"特斯拉概念","BK4585":"ETF&股票定投概念","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","BK4571":"数字音乐概念","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4576":"AR","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","SG9999002232.USD":"Allianz Global High Payout USD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","TSYW.SI":"TESLA 3xLongSG261006","BK4536":"外卖概念","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","BK4505":"高瓴资本持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU0882574139.USD":"富达环球消费行业基金A ACC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2565304933","content_text":"Shares of Uber Technologies (UBER) and Lyft (LYFT) were edging lower Thursday after Wedbush analysts said they continue to believe the market is underestimating a \"negative terminal value impact\" that autonomous vehicles could have on the companies' discounted cash flow value.Wedbush said Tesla's (TSLA) Robotaxi app is now available to all US iPhone users and ranks in sixth position on Apple's (AAPL) App Store. The analysts said broader availability of the Robotaxi app could indicate plans to expand the service in the coming months.The analysts said they believe that while the near-term financial impact to established ridesharing platforms is limited, over time autonomous vehicles will disrupt the current status quo.Markets with higher density will be the areas where autonomous vehicles can be the most disruptive at first, Wedbush said, adding that 40% of Uber's mobility gross booking is exposed to a potential risk from AVs with Lyft's core business potentially facing a risk of similar proportions.The firm has a neutral rating on Uber and Lyft with respective price targets of $84 and $15.Price: 92.65, Change: -0.29, Percent Change: 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我对2024年市场并无特殊期望。市场永远充满变数，我从不对市场做出预测。我只是一个观察者，做好风控，耐心持有自己看好的公司股票而已。","images":[{"img":"https://static.tigerbbs.com/4a56c5937d05d136cdc9a85f4a6f7c15"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/250165688774944","repostId":"249584209281080","repostType":1,"repost":{"id":249584209281080,"gmtCreate":1701938824516,"gmtModify":1702005802017,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【股市时光机】假如时光倒流，哪些投资决策会改变？","htmlText":"股市就像一次跌宕起伏的梦想之旅，我们无时无刻不在应对扑朔迷离的行情，做出惊心动魄的抉择。时至年末，就让时光逆流到那些按下交易键的瞬间，回味暴涨的激爽，也咀嚼“错失”与“踩雷”的遗憾。在2023年即将结束之际，小虎君号召虎友们分享过去一年的投资经历，将宝贵的经验、教训、心得、感悟刻入时光，不负曾经。 活动期间，我们准备了诱人的奖励，包括虎币、股票优惠券和神秘的老虎周边等丰富品类。用你的故事，来换大家的共鸣与喝彩吧。【参与方式】在本帖评论区留言 或者在“<a 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也可以使用老虎社区网页发帖可支持多图及长文格式哦：www.laohu8.com【活动奖品】为了鼓励您的参与，我们准备了丰厚的奖品！凡是参加活动，发表观点大于30字即可领取10虎币的阳光普照奖。一等奖：50美元代金券（5个）二等奖：20美元股票代金券（10个）三等奖：5美元股票代金券（20个）此外，我们还将从所有参与复盘活动的虎友中随机抽选出20名征文内容优质的幸运虎友，赠送我们最新款的周边商品。数量有限，先到先得哦！【评奖规则】客观评分（50%）：根据文章的字数、阅读、转","images":[{"img":"https://static.tigerbbs.com/667c28c9d87ec7ab138b97d4741d3800","width":"840","height":"540"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/249584209281080","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3327,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3463057643110414","authorId":"3463057643110414","name":"躺平躺到地狱了","avatar":"https://static.tigerbbs.com/a5631398706333ec0e71a2194d3b45cc","crmLevel":2,"crmLevelSwitch":1,"idStr":"3463057643110414","authorIdStr":"3463057643110414"},"content":"元旦快乐！感谢支持！祝:2024年交大运，发大财！","text":"元旦快乐！感谢支持！祝:2024年交大运，发大财！","html":"元旦快乐！感谢支持！祝:2024年交大运，发大财！"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":492745777492120,"gmtCreate":1761320491723,"gmtModify":1761336156868,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548681672386600","authorIdStr":"3548681672386600"},"themes":[],"htmlText":"I opened 4 lot(s) <a href=\"https://laohu8.com/OPT/INTC 20251031 35.5 PUT\">$INTC 20251031 35.5 PUT$&nbsp;</a> ,[得意]&nbsp;&nbsp;","listText":"I opened 4 lot(s) <a href=\"https://laohu8.com/OPT/INTC 20251031 35.5 PUT\">$INTC 20251031 35.5 PUT$&nbsp;</a> ,[得意]&nbsp;&nbsp;","text":"I opened 4 lot(s) $INTC 20251031 35.5 PUT$ ,[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492745777492120","isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320328327676168,"gmtCreate":1719237978104,"gmtModify":1719237979973,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548681672386600","authorIdStr":"3548681672386600"},"themes":[],"htmlText":"短期见顶","listText":"短期见顶","text":"短期见顶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320328327676168","repostId":"1180762062","repostType":2,"repost":{"id":"1180762062","kind":"news","pubTimestamp":1719234905,"share":"https://www.laohu8.com/m/news/1180762062?lang=&edition=full","pubTime":"2024-06-24 21:15","market":"us","language":"zh","title":"失守美股市值第一，英伟达是见顶还是回调？","url":"https://stock-news.laohu8.com/highlight/detail?id=1180762062","media":"巴伦中文","summary":"问鼎“美股市值第一”后，英伟达股价连续两个交易日出现下跌，6月21日收跌3.22%至126.57美元，周内跌幅约4%——结束了此前八周涨势。年初至今，英伟达股价涨幅高达156%。“英伟达股价在3月初出现过类似走势，导致其股价短暂回调20%。”科技股或受冲击英伟达股价波动将影响整个市场。其中，英伟达市值占比约为7%。不过，有观点认为，只要英伟达的收入和利润以健康速度增长，公司及其他科技股就会继续攀升。","content":"<html><head></head><body><blockquote><p>如果<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>或其他大型科技公司出现负面消息，整个市场都会崩溃。</p></blockquote><p style=\"text-align: justify;\">6月24日，英伟达股价周一一度下跌3.2%，连续第三个交易日走低，恐蒸发逾3,000亿美元的市值。目前英伟达市值低于微软和苹果。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/084afa00dd4b7092255b69f7aed0fa08\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">不过，短期下跌不算什么。年初至今，英伟达股价涨幅高达156%。相比之下，标普500指数和纳斯达克指数分别上涨15%和18%；而芯片制造商超微半导体今年上涨9%，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>年内下跌38%。</p><p style=\"text-align: justify;\">消息面上，英伟达CEO黄仁勋近期在出售公司股票——6月13日-6月18日共计售出48万股，总价值6310万美元，平均每股价格131.42美元。3月14日，黄仁勋通过10b5-1规则交易安排，将在2025年3月31日前出售最多60万股普通股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf6901d10a300c0cf7dd8a651d54d029\" title=\"\" tg-width=\"1080\" tg-height=\"716\"/></p><p style=\"text-align: justify;\"><strong>分析师如何看待？</strong></p><p style=\"text-align: justify;\">总体而言，华尔街分析师对英伟达仍持乐观态度——即使该股未来会出现下跌。根据FactSet数据，多数分析师将英伟达股票评级为“买入”，平均目标价127.39美元。</p><p style=\"text-align: justify;\">《巴伦周刊》副主编埃里克·萨维茨 (Eric Savitz) 认为，英伟达的反弹“不可持续”。“英伟达市值已经超过全球任何一家公司。如果再上涨20%，该股市值将达到4万亿美元，这是前所未有的里程碑。现在是时候冷静一下了。”萨维茨写道。</p><p style=\"text-align: justify;\">萨维茨进一步补充：“英伟达的预期市盈率从去年底约25倍上涨至当前45倍。而根据华尔街预计，该股市盈率应为2026年1月财年预期收入的20倍。”</p><p style=\"text-align: justify;\">“英伟达股价在3月初出现过类似走势，导致其股价短暂回调20%。”Renaissance Macro Research分析师凯文·丹普特（Kevin Dempter）表示，类似的20%调整将使英伟达股价回到6月初的110美元左右水平。</p><p style=\"text-align: justify;\">也有分析师继续看涨英伟达。美银证券（BofA Securities）分析师维韦克·阿里亚 (Vivek Arya) 认为，英伟达股价的任何波动都将是暂时的。英伟达股价的大幅上涨……可能使其容易受到短期获利回吐的影响。</p><p style=\"text-align: justify;\">阿里亚维持英伟达股票150美元目标价和“买入”评级，并称其为“首选”。他表示，人工智能硬件销售可能处于3-5年周期的第二阶段。此外，英伟达下一代AI芯片Blackwell即将到来，越来越多的芯片制造商正从软件服务中获利。</p><p style=\"text-align: justify;\"><strong>科技股或受冲击</strong></p><p style=\"text-align: justify;\">英伟达股价波动将影响整个市场。目前，英伟达、<a href=\"https://laohu8.com/S/MSFT\">微软</a>（MSFT）、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>（AAPL）总市值占标普500指数20%的份额。其中，英伟达市值占比约为7%。</p><p style=\"text-align: justify;\">《巴伦周刊》高级市场分析作者保罗·拉莫尼卡（Paul La Monicas）指出，鉴于英伟达对标普500指数的影响巨大。如果该股回调将损害投资组合，对科技行业产生冲击——特别是如果公司暗示其半导体需求放缓的情况下。</p><p style=\"text-align: justify;\">一方面，微软、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>（AMZN）、Alphabet（GOOGL）和 Meta（META）都是英伟达的大客户；另一方面，作为科技行业领头羊，英伟达任何疲软可能波及其他人工智能企业，例如<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>（SMCI）和<a href=\"https://laohu8.com/S/DELL\">戴尔</a>（DELL）。</p><p style=\"text-align: justify;\">“如果英伟达或其他大型科技公司出现负面消息，整个市场都会崩溃。”风险管理公司SimCorp应用研究总经理梅丽莎·布朗 (Melissa Brown) 表示，低波动性给投资者带来了一种虚假的安全感。人们不知道还能买什么，因此纷纷涌入科技和其他人工智能相关业务的交易，例如电力服务和数据中心。</p><p style=\"text-align: justify;\">“从历史经验来看，当市场集中度达到当前程度，并且某只股票或板块占据主导地位时，通常都不会产生‘好的结果’。”布朗坦言。</p><p style=\"text-align: justify;\">不过，有观点认为，只要英伟达的收入和利润以健康速度增长，公司及其他科技股就会继续攀升。毕竟，当前科技领军企业都是盈利的。尽管估值昂贵，但它们的估值低于<a href=\"https://laohu8.com/S/CSCO\">思科</a>系统（CSCO）等公司在2000年初（互联网泡沫破裂之前）估值。</p><p style=\"text-align: justify;\">“我们可能太快地回想起2000年初的情景。”Ritholtz Wealth Management首席市场策略师卡莉·考克斯（Callie Cox）对《巴伦周刊》表示，科技行业表现强劲，人工智能并不是一个疯狂的故事，英伟达也将不断提高其收入预期。但她也补充道，当前科技股集中度确实偏高，市场可能很快出现10%的回调。</p><p style=\"text-align: justify;\"><strong>结语</strong></p><p style=\"text-align: justify;\">由于市场不确定性，投资者需要更加多元化的配置。大型科技公司估值高得惊人，标普500指数、纳斯达克100指数等主要加权指数可能无法提供足够的差异化选择。</p><p style=\"text-align: justify;\">Acadian投资组合经理卢卡斯·波莫斯基（Lukasz Pomorski）表示，即使你认为“科技七巨头”的股票定价是合理的，也并不意味着只有它们才最重要。人们常说“这次会不同”——即使真的有点不同，模式依旧是相似的。</p></body></html>","source":"lsy1718164085300","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>失守美股市值第一，英伟达是见顶还是回调？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n失守美股市值第一，英伟达是见顶还是回调？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-24 21:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/LhIeiBwEt-QK37KlLt72XQ><strong>巴伦中文</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>如果英伟达或其他大型科技公司出现负面消息，整个市场都会崩溃。6月24日，英伟达股价周一一度下跌3.2%，连续第三个交易日走低，恐蒸发逾3,000亿美元的市值。目前英伟达市值低于微软和苹果。不过，短期下跌不算什么。年初至今，英伟达股价涨幅高达156%。相比之下，标普500指数和纳斯达克指数分别上涨15%和18%；而芯片制造商超微半导体今年上涨9%，英特尔年内下跌38%。消息面上，英伟达CEO黄仁勋...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/LhIeiBwEt-QK37KlLt72XQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"BK4503":"景林资产持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0072462426.USD":"贝莱德全球配置 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ACC"},"source_url":"https://mp.weixin.qq.com/s/LhIeiBwEt-QK37KlLt72XQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180762062","content_text":"如果英伟达或其他大型科技公司出现负面消息，整个市场都会崩溃。6月24日，英伟达股价周一一度下跌3.2%，连续第三个交易日走低，恐蒸发逾3,000亿美元的市值。目前英伟达市值低于微软和苹果。不过，短期下跌不算什么。年初至今，英伟达股价涨幅高达156%。相比之下，标普500指数和纳斯达克指数分别上涨15%和18%；而芯片制造商超微半导体今年上涨9%，英特尔年内下跌38%。消息面上，英伟达CEO黄仁勋近期在出售公司股票——6月13日-6月18日共计售出48万股，总价值6310万美元，平均每股价格131.42美元。3月14日，黄仁勋通过10b5-1规则交易安排，将在2025年3月31日前出售最多60万股普通股。分析师如何看待？总体而言，华尔街分析师对英伟达仍持乐观态度——即使该股未来会出现下跌。根据FactSet数据，多数分析师将英伟达股票评级为“买入”，平均目标价127.39美元。《巴伦周刊》副主编埃里克·萨维茨 (Eric Savitz) 认为，英伟达的反弹“不可持续”。“英伟达市值已经超过全球任何一家公司。如果再上涨20%，该股市值将达到4万亿美元，这是前所未有的里程碑。现在是时候冷静一下了。”萨维茨写道。萨维茨进一步补充：“英伟达的预期市盈率从去年底约25倍上涨至当前45倍。而根据华尔街预计，该股市盈率应为2026年1月财年预期收入的20倍。”“英伟达股价在3月初出现过类似走势，导致其股价短暂回调20%。”Renaissance Macro Research分析师凯文·丹普特（Kevin Dempter）表示，类似的20%调整将使英伟达股价回到6月初的110美元左右水平。也有分析师继续看涨英伟达。美银证券（BofA Securities）分析师维韦克·阿里亚 (Vivek Arya) 认为，英伟达股价的任何波动都将是暂时的。英伟达股价的大幅上涨……可能使其容易受到短期获利回吐的影响。阿里亚维持英伟达股票150美元目标价和“买入”评级，并称其为“首选”。他表示，人工智能硬件销售可能处于3-5年周期的第二阶段。此外，英伟达下一代AI芯片Blackwell即将到来，越来越多的芯片制造商正从软件服务中获利。科技股或受冲击英伟达股价波动将影响整个市场。目前，英伟达、微软（MSFT）、苹果（AAPL）总市值占标普500指数20%的份额。其中，英伟达市值占比约为7%。《巴伦周刊》高级市场分析作者保罗·拉莫尼卡（Paul La Monicas）指出，鉴于英伟达对标普500指数的影响巨大。如果该股回调将损害投资组合，对科技行业产生冲击——特别是如果公司暗示其半导体需求放缓的情况下。一方面，微软、亚马逊（AMZN）、Alphabet（GOOGL）和 Meta（META）都是英伟达的大客户；另一方面，作为科技行业领头羊，英伟达任何疲软可能波及其他人工智能企业，例如超微电脑（SMCI）和戴尔（DELL）。“如果英伟达或其他大型科技公司出现负面消息，整个市场都会崩溃。”风险管理公司SimCorp应用研究总经理梅丽莎·布朗 (Melissa Brown) 表示，低波动性给投资者带来了一种虚假的安全感。人们不知道还能买什么，因此纷纷涌入科技和其他人工智能相关业务的交易，例如电力服务和数据中心。“从历史经验来看，当市场集中度达到当前程度，并且某只股票或板块占据主导地位时，通常都不会产生‘好的结果’。”布朗坦言。不过，有观点认为，只要英伟达的收入和利润以健康速度增长，公司及其他科技股就会继续攀升。毕竟，当前科技领军企业都是盈利的。尽管估值昂贵，但它们的估值低于思科系统（CSCO）等公司在2000年初（互联网泡沫破裂之前）估值。“我们可能太快地回想起2000年初的情景。”Ritholtz Wealth Management首席市场策略师卡莉·考克斯（Callie 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