+关注
BJJH
资深投资人
IP属地:北京
13
关注
7
粉丝
4
主题
0
勋章
主贴
热门
BJJH
05-02
我平仓了60.0股
$爱彼迎(ABNB)$
,小赚
BJJH
04-29
我开仓了1手
$AMZN 20250502 175.0 PUT$
,物美价廉
BJJH
04-23
我开仓了500.0股
$优步(UBER)$
,低吸
BJJH
04-23
我平仓了500.0股
$优步(UBER)$
,高抛
BJJH
04-21
我开仓了5手
$UBER 20250425 71.0 PUT$
,差价不错
BJJH
04-10
我开仓了1手
$ABNB 20250411 110.0 PUT$
,不贵
BJJH
04-10
我开仓了1手
$C 20250411 60.0 PUT$
,接回
BJJH
04-10
我开仓了5手
$UBER 20250411 70.0 PUT$
,反复收割
BJJH
04-08
我开仓了5手
$UBER 20250411 65.0 PUT$
,挂单也有
BJJH
04-08
我开仓了5手
$UBER 20250411 66.0 PUT$
,再捞[得意]
BJJH
04-08
我平仓了700.0股
$优步(UBER)$
,短线锁利
BJJH
04-08
当然又是准备好大木盆了 [得意] 市场总会因为这种或者那种的原因暴跌,长期投资就是要做好这种准备。
BJJH
04-04
我平仓了50.0股
$谷歌A(GOOGL)$
,短线了结
BJJH
04-04
我开仓了50.0股
$谷歌A(GOOGL)$
,超跌买入
BJJH
04-04
我开仓了100.0股
$花旗(C)$
,超跌买入
BJJH
03-10
我平仓了6手
$UBER 20250307 71.0 PUT$
,市场剧烈波动的时候,都是交易的好机会。优步也是波动较大的股票。
BJJH
03-05
我开仓了6手
$UBER 20250307 71.0 PUT$
,来看看我最新分享的订单!
BJJH
02-26
我开仓了1手
$NVDA 20250228 112.0 PUT$
,来看看我最新分享的订单!
BJJH
02-24
我开仓了8手
$UBER 20250228 74.0 PUT$
,来看看我最新分享的订单!
BJJH
02-07
新春快乐!
去老虎APP查看更多动态
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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 href=\"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={"themeId":"98e106332987453a927c67a6e1dc4351","type":0}\" target=\"_blank\">股市时光机</a>”主题下发帖,题材不限,如果不知道怎么写,可以参考以下任一角度:你在2023年的收益率如何?是否达到了目标?回顾2023年最超预期的股票 和最让你失望的股票是哪一个?假如时光倒流,你在2023年哪些投资决策会改变?你对2024年有哪些期望?友情提示:篇幅长的虎友可以在发帖时选择“写长帖’ 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","listText":"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 href=\"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={"themeId":"98e106332987453a927c67a6e1dc4351","type":0}\" target=\"_blank\">股市时光机</a>”主题下发帖,题材不限,如果不知道怎么写,可以参考以下任一角度:你在2023年的收益率如何?是否达到了目标?回顾2023年最超预期的股票 和最让你失望的股票是哪一个?假如时光倒流,你在2023年哪些投资决策会改变?你对2024年有哪些期望?友情提示:篇幅长的虎友可以在发帖时选择“写长帖’ 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","text":"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“股市时光机”主题下发帖,题材不限,如果不知道怎么写,可以参考以下任一角度:你在2023年的收益率如何?是否达到了目标?回顾2023年最超预期的股票 和最让你失望的股票是哪一个?假如时光倒流,你在2023年哪些投资决策会改变?你对2024年有哪些期望?友情提示:篇幅长的虎友可以在发帖时选择“写长帖’ 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":2267,"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":3,"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":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 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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 <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","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","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","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","NVDA":"英伟达","BK4543":"AI","BK4527":"明星科技股","BK4141":"半导体产品"},"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 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。结语由于市场不确定性,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。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。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":349241389916272,"gmtCreate":1726293685346,"gmtModify":1726293687539,"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":"<a href=\"https://laohu8.com/S/UBER\">$优步(UBER)$ </a> ","listText":"<a href=\"https://laohu8.com/S/UBER\">$优步(UBER)$ </a> 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