Jasonzhan的个人主页 - 老虎社区

Jasonzhan

Jasonzhan

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IP属地：广东

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9主题

0勋章

03-18

$英伟达(NVDA)$ 真有一群殖人舍身葬父？

02-28

既然如此，段永平记得接盘哦

靓丽财报后股价暴跌，英伟达如今“很便宜”？

02-04

大家都配合着这个庞氏骗局

摩根士丹利大幅下调2025年英伟达GB200出货量

2024-08-06

$英伟达(NVDA)$ 垃圾

2023-09-08

别怕嘛，洋奴们

抱歉，原内容已删除

2023-04-01

Mr.周，请问当我使用美光芯片的时候，会不会有电流经过内部？yes or no。既然有电流经过，能不能通过这个控制发电厂？yes or no

美光科技称其产品安全可靠

去老虎APP查看更多动态

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put一点NVDA。AI值得关注，英伟达其实是个很不错的公司。”</p><p>从业绩来看，英伟达表现也依然亮眼。根据英伟达公布的最新季度财报，该公司营收同比增长78%至393亿美元，超过华尔街381亿美元的预期。其数据中心业务营收几乎翻倍至356亿美元，主要受AI芯片销售强劲拉动。同时，公司对当前季度的收入预期中值为430亿美元，高于分析师421亿美元的共识预期。</p><p>然而，投资者的谨慎并非毫无道理。隔夜，特朗普宣布从3月4日起对加拿大、墨西哥等国加征关税，这一消息导致英伟达股价在开盘后大幅下跌。<strong>分析认为，关税政策成为英伟达今年面临的最大风险，特别是针对芯片的潜在关税可能影响英伟达在亚洲生产的产品。</strong></p><p>但巴伦周刊认为，尽管存在政策不确定性，投资者更应关注英伟达的基本面前景。随着Blackwell的成功推出，以及由AI代理、推理能力和多模态模型驱动的AI需求不断增长，英伟达未来几个季度的表现有望继续强劲。</p><p>在AI芯片领域的绝对领先地位、产品供不应求的市场状况、清晰的产品迭代路线图，以及相对合理的估值倍数，都为英伟达提供了持续增长的坚实基础。对于长期投资者而言，短期的股价波动可能恰恰提供了较好的入场机会。</p></body></html>","source":"wallstreetcn_hot_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>靓丽财报后股价暴跌，英伟达如今“很便宜”？</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ee82cb27e82273d7ae997cf876769f6a","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3742077","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2514505913","content_text":"英伟达在AI领域的强劲增长势头和大跌后相对低的估值，可能为投资者提供了不容错过的入场机会。周四，英伟达大幅下挫8.48%，和纳指均创DeepSeek冲击以来最大日跌，市值回落至3万亿美元下方，拖累芯片指数跌超6%。从估值角度来看，英伟达目前的远期市盈率为27倍，低于同为3万亿美元市值俱乐部的苹果32倍的远期市盈率。然而，英伟达的增长速度是苹果的20倍—苹果最新季度收入仅增长4%。巴伦周刊称，这一对比使英伟达的估值显得相对\"便宜\"。信息平权分析也指出，英伟达现在价格对应2026年20倍PE，美国科技七巨头里面几乎最便宜。而低估值的背后反映的是目前持仓拥挤程度、对生意长期可持续性的争议、短期的各种Noise噪音扰动。而这些，可能正好对上了长期价值投资者的胃口。知名投资人段永平已经开始做多英伟达了。昨天，段永平在雪球与网友互动中表示：“尽管没完全看懂，但准备sell put一点NVDA。AI值得关注，英伟达其实是个很不错的公司。”从业绩来看，英伟达表现也依然亮眼。根据英伟达公布的最新季度财报，该公司营收同比增长78%至393亿美元，超过华尔街381亿美元的预期。其数据中心业务营收几乎翻倍至356亿美元，主要受AI芯片销售强劲拉动。同时，公司对当前季度的收入预期中值为430亿美元，高于分析师421亿美元的共识预期。然而，投资者的谨慎并非毫无道理。隔夜，特朗普宣布从3月4日起对加拿大、墨西哥等国加征关税，这一消息导致英伟达股价在开盘后大幅下跌。分析认为，关税政策成为英伟达今年面临的最大风险，特别是针对芯片的潜在关税可能影响英伟达在亚洲生产的产品。但巴伦周刊认为，尽管存在政策不确定性，投资者更应关注英伟达的基本面前景。随着Blackwell的成功推出，以及由AI代理、推理能力和多模态模型驱动的AI需求不断增长，英伟达未来几个季度的表现有望继续强劲。在AI芯片领域的绝对领先地位、产品供不应求的市场状况、清晰的产品迭代路线图，以及相对合理的估值倍数，都为英伟达提供了持续增长的坚实基础。对于长期投资者而言，短期的股价波动可能恰恰提供了较好的入场机会。","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400003355935152,"gmtCreate":1738679341977,"gmtModify":1738679343877,"author":{"id":"3548972080399370","authorId":"3548972080399370","name":"Jasonzhan","avatar":"https://static.tigerbbs.com/eac25655f3aff306ea8ef54d6b2a7524","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548972080399370","authorIdStr":"3548972080399370"},"themes":[],"htmlText":"大家都配合着这个庞氏骗局","listText":"大家都配合着这个庞氏骗局","text":"大家都配合着这个庞氏骗局","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400003355935152","repostId":"1142679932","repostType":2,"repost":{"id":"1142679932","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1738676843,"share":"https://www.laohu8.com/m/news/1142679932?lang=&edition=full","pubTime":"2025-02-04 21:47","market":"us","language":"zh","title":"摩根士丹利大幅下调2025年英伟达GB200出货量","url":"https://stock-news.laohu8.com/highlight/detail?id=1142679932","media":"老虎资讯综合","summary":"市场影响达300亿至350亿美元。","content":"<html><head></head><body><p>摩根士丹利在最新发布的报告中称，将2025年英伟达GB200出货量从此前的3万—3.5万大幅下调至2万—2.5万件，最差的情况出货量可能低于2万，可能导致GB200供应链的市场影响达300亿至350亿美元。</p><p>摩根士丹利预测，云计算市场增长周期或持续至2025年上半年，随后第四季度同比增速可能降至个位数。（证券时报）</p><p>截至发稿，英伟达盘前由涨转跌。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/563fd65a7837965ebe563b6f6aba5eb2\" tg-width=\"1406\" tg-height=\"727\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>摩根士丹利大幅下调2025年英伟达GB200出货量</title>\n<style 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21:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>摩根士丹利在最新发布的报告中称，将2025年英伟达GB200出货量从此前的3万—3.5万大幅下调至2万—2.5万件，最差的情况出货量可能低于2万，可能导致GB200供应链的市场影响达300亿至350亿美元。</p><p>摩根士丹利预测，云计算市场增长周期或持续至2025年上半年，随后第四季度同比增速可能降至个位数。（证券时报）</p><p>截至发稿，英伟达盘前由涨转跌。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/563fd65a7837965ebe563b6f6aba5eb2\" tg-width=\"1406\" tg-height=\"727\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142679932","content_text":"摩根士丹利在最新发布的报告中称，将2025年英伟达GB200出货量从此前的3万—3.5万大幅下调至2万—2.5万件，最差的情况出货量可能低于2万，可能导致GB200供应链的市场影响达300亿至350亿美元。摩根士丹利预测，云计算市场增长周期或持续至2025年上半年，随后第四季度同比增速可能降至个位数。（证券时报）截至发稿，英伟达盘前由涨转跌。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335277339824440,"gmtCreate":1722886689423,"gmtModify":1722887432341,"author":{"id":"3548972080399370","authorId":"3548972080399370","name":"Jasonzhan","avatar":"https://static.tigerbbs.com/eac25655f3aff306ea8ef54d6b2a7524","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548972080399370","authorIdStr":"3548972080399370"},"themes":[],"htmlText":"<a 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垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335277339824440","isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":217477473734720,"gmtCreate":1694118992203,"gmtModify":1694119300014,"author":{"id":"3548972080399370","authorId":"3548972080399370","name":"Jasonzhan","avatar":"https://static.tigerbbs.com/eac25655f3aff306ea8ef54d6b2a7524","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548972080399370","authorIdStr":"3548972080399370"},"themes":[],"htmlText":"别怕嘛，洋奴们","listText":"别怕嘛，洋奴们","text":"别怕嘛，洋奴们","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/217477473734720","repostId":"1171166825","repostType":2,"isVote":1,"tweetType":1,"viewCount":1948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653088115,"gmtCreate":1680327556138,"gmtModify":1680330110796,"author":{"id":"3548972080399370","authorId":"3548972080399370","name":"Jasonzhan","avatar":"https://static.tigerbbs.com/eac25655f3aff306ea8ef54d6b2a7524","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548972080399370","authorIdStr":"3548972080399370"},"themes":[],"htmlText":"Mr.周，请问当我使用美光芯片的时候，会不会有电流经过内部？yes 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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美光科技称其产品安全可靠\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-01 02:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023040102205684212cf3&s=b><strong>财通社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【美光科技称其产品安全可靠】美光科技称已知悉中国对其产品进行审查，将全力配合，美光称其产品安全可靠。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023040102205684212cf3&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023040102205684212cf3&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2324653850","content_text":"【美光科技称其产品安全可靠】美光科技称已知悉中国对其产品进行审查，将全力配合，美光称其产品安全可靠。","news_type":1,"symbols_score_info":{"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":1755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":414876924563752,"gmtCreate":1742306930508,"gmtModify":1742306932229,"author":{"id":"3548972080399370","authorId":"3548972080399370","name":"Jasonzhan","avatar":"https://static.tigerbbs.com/eac25655f3aff306ea8ef54d6b2a7524","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548972080399370","idStr":"3548972080399370"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 真有一群殖人舍身葬父？","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 真有一群殖人舍身葬父？","text":"$英伟达(NVDA)$ 真有一群殖人舍身葬父？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/414876924563752","isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408308135907816,"gmtCreate":1740706317271,"gmtModify":1740706318552,"author":{"id":"3548972080399370","authorId":"3548972080399370","name":"Jasonzhan","avatar":"https://static.tigerbbs.com/eac25655f3aff306ea8ef54d6b2a7524","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548972080399370","idStr":"3548972080399370"},"themes":[],"htmlText":"既然如此，段永平记得接盘哦","listText":"既然如此，段永平记得接盘哦","text":"既然如此，段永平记得接盘哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408308135907816","repostId":"2514505913","repostType":2,"repost":{"id":"2514505913","kind":"news","pubTimestamp":1740701538,"share":"https://www.laohu8.com/m/news/2514505913?lang=&edition=full","pubTime":"2025-02-28 08:12","market":"us","language":"zh","title":"靓丽财报后股价暴跌，英伟达如今“很便宜”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2514505913","media":"华尔街见闻","summary":"从估值角度来看，英伟达目前的远期市盈率为27倍，低于同为3万亿美元市值俱乐部的苹果32倍的远期市盈率。然而，英伟达的增长速度是苹果的20倍—苹果最新季度收入仅增长4%。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>在AI领域的强劲增长势头和大跌后相对低的估值，可能为投资者提供了不容错过的入场机会。</p><p>周四，英伟达大幅下挫8.48%，和纳指均创DeepSeek冲击以来最大日跌，市值回落至3万亿美元下方，拖累芯片指数跌超6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e45fa35c1ab8140fd23d82c13548bb37\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>从估值角度来看，英伟达目前的远期市盈率为27倍，低于同为3万亿美元市值俱乐部的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>32倍的远期市盈率。然而，英伟达的增长速度是苹果的20倍—苹果最新季度收入仅增长4%。</strong></p><p>巴伦周刊称，这一对比使英伟达的估值显得相对&#34;便宜&#34;。</p><p>信息平权分析也指出，<strong>英伟达现在价格对应2026年20倍PE，美国科技七巨头里面几乎最便宜。</strong>而低估值的背后反映的是目前持仓拥挤程度、对生意长期可持续性的争议、短期的各种Noise噪音扰动。而这些，可能正好对上了长期价值投资者的胃口。</p><p>知名投资人段永平已经开始做多英伟达了。昨天，段永平在雪球与网友互动中表示：“尽管没完全看懂，但准备sell put一点NVDA。AI值得关注，英伟达其实是个很不错的公司。”</p><p>从业绩来看，英伟达表现也依然亮眼。根据英伟达公布的最新季度财报，该公司营收同比增长78%至393亿美元，超过华尔街381亿美元的预期。其数据中心业务营收几乎翻倍至356亿美元，主要受AI芯片销售强劲拉动。同时，公司对当前季度的收入预期中值为430亿美元，高于分析师421亿美元的共识预期。</p><p>然而，投资者的谨慎并非毫无道理。隔夜，特朗普宣布从3月4日起对加拿大、墨西哥等国加征关税，这一消息导致英伟达股价在开盘后大幅下跌。<strong>分析认为，关税政策成为英伟达今年面临的最大风险，特别是针对芯片的潜在关税可能影响英伟达在亚洲生产的产品。</strong></p><p>但巴伦周刊认为，尽管存在政策不确定性，投资者更应关注英伟达的基本面前景。随着Blackwell的成功推出，以及由AI代理、推理能力和多模态模型驱动的AI需求不断增长，英伟达未来几个季度的表现有望继续强劲。</p><p>在AI芯片领域的绝对领先地位、产品供不应求的市场状况、清晰的产品迭代路线图，以及相对合理的估值倍数，都为英伟达提供了持续增长的坚实基础。对于长期投资者而言，短期的股价波动可能恰恰提供了较好的入场机会。</p></body></html>","source":"wallstreetcn_hot_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>靓丽财报后股价暴跌，英伟达如今“很便宜”？</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\">\n靓丽财报后股价暴跌，英伟达如今“很便宜”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-28 08:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3742077><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达在AI领域的强劲增长势头和大跌后相对低的估值，可能为投资者提供了不容错过的入场机会。周四，英伟达大幅下挫8.48%，和纳指均创DeepSeek冲击以来最大日跌，市值回落至3万亿美元下方，拖累芯片指数跌超6%。从估值角度来看，英伟达目前的远期市盈率为27倍，低于同为3万亿美元市值俱乐部的苹果32倍的远期市盈率。然而，英伟达的增长速度是苹果的20倍—苹果最新季度收入仅增长4%。巴伦周刊称，这一...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3742077\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ee82cb27e82273d7ae997cf876769f6a","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3742077","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2514505913","content_text":"英伟达在AI领域的强劲增长势头和大跌后相对低的估值，可能为投资者提供了不容错过的入场机会。周四，英伟达大幅下挫8.48%，和纳指均创DeepSeek冲击以来最大日跌，市值回落至3万亿美元下方，拖累芯片指数跌超6%。从估值角度来看，英伟达目前的远期市盈率为27倍，低于同为3万亿美元市值俱乐部的苹果32倍的远期市盈率。然而，英伟达的增长速度是苹果的20倍—苹果最新季度收入仅增长4%。巴伦周刊称，这一对比使英伟达的估值显得相对\"便宜\"。信息平权分析也指出，英伟达现在价格对应2026年20倍PE，美国科技七巨头里面几乎最便宜。而低估值的背后反映的是目前持仓拥挤程度、对生意长期可持续性的争议、短期的各种Noise噪音扰动。而这些，可能正好对上了长期价值投资者的胃口。知名投资人段永平已经开始做多英伟达了。昨天，段永平在雪球与网友互动中表示：“尽管没完全看懂，但准备sell put一点NVDA。AI值得关注，英伟达其实是个很不错的公司。”从业绩来看，英伟达表现也依然亮眼。根据英伟达公布的最新季度财报，该公司营收同比增长78%至393亿美元，超过华尔街381亿美元的预期。其数据中心业务营收几乎翻倍至356亿美元，主要受AI芯片销售强劲拉动。同时，公司对当前季度的收入预期中值为430亿美元，高于分析师421亿美元的共识预期。然而，投资者的谨慎并非毫无道理。隔夜，特朗普宣布从3月4日起对加拿大、墨西哥等国加征关税，这一消息导致英伟达股价在开盘后大幅下跌。分析认为，关税政策成为英伟达今年面临的最大风险，特别是针对芯片的潜在关税可能影响英伟达在亚洲生产的产品。但巴伦周刊认为，尽管存在政策不确定性，投资者更应关注英伟达的基本面前景。随着Blackwell的成功推出，以及由AI代理、推理能力和多模态模型驱动的AI需求不断增长，英伟达未来几个季度的表现有望继续强劲。在AI芯片领域的绝对领先地位、产品供不应求的市场状况、清晰的产品迭代路线图，以及相对合理的估值倍数，都为英伟达提供了持续增长的坚实基础。对于长期投资者而言，短期的股价波动可能恰恰提供了较好的入场机会。","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423378269938176,"gmtCreate":1744382211046,"gmtModify":1744382212957,"author":{"id":"3548972080399370","authorId":"3548972080399370","name":"Jasonzhan","avatar":"https://static.tigerbbs.com/eac25655f3aff306ea8ef54d6b2a7524","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548972080399370","idStr":"3548972080399370"},"themes":[],"htmlText":"他估计是问过专家VARO了吧","listText":"他估计是问过专家VARO了吧","text":"他估计是问过专家VARO了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423378269938176","repostId":"2526713095","repostType":2,"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400003355935152,"gmtCreate":1738679341977,"gmtModify":1738679343877,"author":{"id":"3548972080399370","authorId":"3548972080399370","name":"Jasonzhan","avatar":"https://static.tigerbbs.com/eac25655f3aff306ea8ef54d6b2a7524","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548972080399370","idStr":"3548972080399370"},"themes":[],"htmlText":"大家都配合着这个庞氏骗局","listText":"大家都配合着这个庞氏骗局","text":"大家都配合着这个庞氏骗局","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400003355935152","repostId":"1142679932","repostType":2,"repost":{"id":"1142679932","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1738676843,"share":"https://www.laohu8.com/m/news/1142679932?lang=&edition=full","pubTime":"2025-02-04 21:47","market":"us","language":"zh","title":"摩根士丹利大幅下调2025年英伟达GB200出货量","url":"https://stock-news.laohu8.com/highlight/detail?id=1142679932","media":"老虎资讯综合","summary":"市场影响达300亿至350亿美元。","content":"<html><head></head><body><p>摩根士丹利在最新发布的报告中称，将2025年英伟达GB200出货量从此前的3万—3.5万大幅下调至2万—2.5万件，最差的情况出货量可能低于2万，可能导致GB200供应链的市场影响达300亿至350亿美元。</p><p>摩根士丹利预测，云计算市场增长周期或持续至2025年上半年，随后第四季度同比增速可能降至个位数。（证券时报）</p><p>截至发稿，英伟达盘前由涨转跌。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/563fd65a7837965ebe563b6f6aba5eb2\" tg-width=\"1406\" tg-height=\"727\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>摩根士丹利大幅下调2025年英伟达GB200出货量</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n摩根士丹利大幅下调2025年英伟达GB200出货量\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-02-04 21:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>摩根士丹利在最新发布的报告中称，将2025年英伟达GB200出货量从此前的3万—3.5万大幅下调至2万—2.5万件，最差的情况出货量可能低于2万，可能导致GB200供应链的市场影响达300亿至350亿美元。</p><p>摩根士丹利预测，云计算市场增长周期或持续至2025年上半年，随后第四季度同比增速可能降至个位数。（证券时报）</p><p>截至发稿，英伟达盘前由涨转跌。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/563fd65a7837965ebe563b6f6aba5eb2\" tg-width=\"1406\" tg-height=\"727\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142679932","content_text":"摩根士丹利在最新发布的报告中称，将2025年英伟达GB200出货量从此前的3万—3.5万大幅下调至2万—2.5万件，最差的情况出货量可能低于2万，可能导致GB200供应链的市场影响达300亿至350亿美元。摩根士丹利预测，云计算市场增长周期或持续至2025年上半年，随后第四季度同比增速可能降至个位数。（证券时报）截至发稿，英伟达盘前由涨转跌。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335277339824440,"gmtCreate":1722886689423,"gmtModify":1722887432341,"author":{"id":"3548972080399370","authorId":"3548972080399370","name":"Jasonzhan","avatar":"https://static.tigerbbs.com/eac25655f3aff306ea8ef54d6b2a7524","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548972080399370","idStr":"3548972080399370"},"themes":[],"htmlText":"<a 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垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335277339824440","isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":217477473734720,"gmtCreate":1694118992203,"gmtModify":1694119300014,"author":{"id":"3548972080399370","authorId":"3548972080399370","name":"Jasonzhan","avatar":"https://static.tigerbbs.com/eac25655f3aff306ea8ef54d6b2a7524","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548972080399370","idStr":"3548972080399370"},"themes":[],"htmlText":"别怕嘛，洋奴们","listText":"别怕嘛，洋奴们","text":"别怕嘛，洋奴们","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/217477473734720","repostId":"1171166825","repostType":2,"isVote":1,"tweetType":1,"viewCount":1948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653088115,"gmtCreate":1680327556138,"gmtModify":1680330110796,"author":{"id":"3548972080399370","authorId":"3548972080399370","name":"Jasonzhan","avatar":"https://static.tigerbbs.com/eac25655f3aff306ea8ef54d6b2a7524","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548972080399370","idStr":"3548972080399370"},"themes":[],"htmlText":"Mr.周，请问当我使用美光芯片的时候，会不会有电流经过内部？yes or no。 既然有电流经过，能不能通过这个控制发电厂？yes or no","listText":"Mr.周，请问当我使用美光芯片的时候，会不会有电流经过内部？yes or no。 既然有电流经过，能不能通过这个控制发电厂？yes or no","text":"Mr.周，请问当我使用美光芯片的时候，会不会有电流经过内部？yes or no。 既然有电流经过，能不能通过这个控制发电厂？yes or no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653088115","repostId":"2324653850","repostType":2,"repost":{"id":"2324653850","kind":"news","pubTimestamp":1680286800,"share":"https://www.laohu8.com/m/news/2324653850?lang=&edition=full","pubTime":"2023-04-01 02:20","market":"us","language":"zh","title":"美光科技称其产品安全可靠","url":"https://stock-news.laohu8.com/highlight/detail?id=2324653850","media":"财通社","summary":"【美光科技称其产品安全可靠】美光科技称已知悉中国对其产品进行审查，将全力配合，美光称其产品安全可靠。","content":"<html><body><article><p>【<a href=\"https://laohu8.com/S/MU\">美光科技</a>称其产品安全可靠】美光科技称已知悉中国对其产品进行审查，将全力配合，美光称其产品安全可靠。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023040102205684212cf3&s=b><strong>财通社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【美光科技称其产品安全可靠】美光科技称已知悉中国对其产品进行审查，将全力配合，美光称其产品安全可靠。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023040102205684212cf3&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023040102205684212cf3&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2324653850","content_text":"【美光科技称其产品安全可靠】美光科技称已知悉中国对其产品进行审查，将全力配合，美光称其产品安全可靠。","news_type":1,"symbols_score_info":{"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":1755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}