wxl王先生的个人主页 - 老虎社区

wxl王先生

wxl王先生

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IP属地：山西

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18主题

0勋章

07-02 07:10

兄弟，你真牛🐮

07-01 13:31

只有这样他们才能拿到便宜筹码

06-26

必须的

06-25

都去香港了，为什么还要进去内地呢，闲的？资金

3.6万亿重磅！中国股市，彻底爆发！

06-24

**

盘前异动 | Circle跌近8%，国际清算银行就稳定币风险发出警告

03-21

$腾讯控股(00700)$ 老高这个**

03-12

那来个二求货

03-12

港股丢人了，美股按照美元都涨到139元了

03-12

$小米集团-W(01810)$ 这哪恶心，就这一块钱能玩一天

03-10

居然跟港股一起下跌

03-07

$阿里巴巴-W(09988)$ 大家看一下，同一时间，居然国内和国外软件的显示价格居然不一样，大家都被骗了，都是他们自己设置的时间和价格

03-06

小米阿里巴巴

03-06

$赤峰黄金(06693)$ 必须强势

02-28

看出来了今年估计也就这样了

分析师热议英伟达下一个催化剂，GTC大会能否为其股价注入新动力？

02-28

$Oklo Inc.(OKLO)$ 这个垃圾，情绪本来挺好的，结果被做空了

02-28

$赤峰黄金(06693)$ 必须的

02-26

必须符合预期要不然美股没救了

02-25

Gun

02-24

你是谁了，发的什么玩意，天天

去老虎APP查看更多动态

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15:41","market":"sh","language":"zh","title":"3.6万亿重磅！中国股市，彻底爆发！","url":"https://stock-news.laohu8.com/highlight/detail?id=1187134180","media":"券商中国","summary":"在经历了周二大涨之后，周三股市再度爆发。午后，A股三大指数全线走高，截至收盘，创业板指大涨3.11%，深成指涨超1.7%，沪指涨超1%，并创下年内新高。A股市场再度呈现出普涨格局。今日，两市上涨个股达3900余只，涨停或涨幅超10%的个股达94只，成交亦有放量迹象。中芯国际H股一度大涨超5%。南向资金连续4日净买入中芯国际，累计净买入达11.16亿港元。累计流入香港的净资金已从2024年初的3660亿美元大幅上升至今年4月的5060亿美元。","content":"<html><head></head><body><blockquote><p>突然之间，股市似乎迎来了大行情！</p></blockquote><p style=\"text-align: justify;\">在经历了周二大涨之后，周三股市再度爆发。午后，A股三大指数全线走高，截至收盘，创业板指大涨3.11%，深成指涨超1.7%，沪指涨超1%，并创下年内新高。多元金融、军工装备、证券等板块涨幅居前。与此同时，港股市场也是集体走强。富时中国A50指数期货午后亦涨超1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c03c7853129327b14232f800780df8a8\" alt=\"\" title=\"\" tg-width=\"618\" tg-height=\"605\"/></p><p style=\"text-align: justify;\">外围环境转暖，外资持续看好中国资产可能是市场走强的一个重要原因。恒生银行的数据显示，过去一年流入香港的资金明显增加，对港元资产的需求上升。累计流入香港的净资金已从2024年初的3660亿美元大幅上升至今年4月的5060亿美元（折合人民币近3.6万亿元）。</p><p style=\"text-align: justify;\"><strong>值得注意的是，市场的承接力出现了明显的优化。</strong>在昨天之前，题材的持续性是较弱的。但随着近两天市场的大涨，行情已经分化的固态电池，调整之后的承接依然较为明显。券商、多元金融和金融科技板块亦出现类似的特征。同时，成交量明显放大，意味着增量资金进场较为明显，赚钱效应也开始显现。</p><p><strong>彻底爆发</strong></p><p style=\"text-align: justify;\">又是金融股搭台，题材股唱戏的一天。今天，券商股受国泰君安国际的影响，整体大幅走高。天风证券午后涨停，国盛金控、湘财股份、瑞达期货、建元信托、爱建集团、新力金融、弘业期货等多只股票涨停，此外，指南针拿下20%涨停，财富趋势涨超17%，银之杰涨超15%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f93ba6b5955b63f6c818fddba7c8087\" alt=\"\" title=\"\" tg-width=\"644\" tg-height=\"229\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bcc63ab2c8b70971f0b1ba54ea3e79f\" alt=\"\" title=\"\" tg-width=\"631\" tg-height=\"318\"/></p><p style=\"text-align: justify;\">A股市场再度呈现出普涨格局。今日，两市上涨个股达3900余只，涨停或涨幅超10%的个股达94只，成交亦有放量迹象。市场承接亦表现不俗，固态电池虽然分化，但并未出现之前大幅砸盘的现象。券商板块第二天大涨，在早盘小幅走弱之后，再度翻手做多，显示出良好的进攻态势。</p><p style=\"text-align: justify;\"><strong>港股方面，港股券商股持续走高，国泰君安国际涨超150%，德林控股涨超18%，招商证券涨超14%，中信建投证券涨超10%。与此同时，保险表现也较为强势，银行也未拖后腿。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24aa5774685dd8a55434d3631f88c925\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">除了金融板块之外，午后港股芯片板块接力做多。中芯国际H股一度大涨超5%。今年以来该股累计涨幅达38%。近期半导体板块持续走强，多只个股联袂上涨，华虹半导体涨超4%。南向资金连续4日净买入中芯国际，累计净买入达11.16亿港元。新能源电池、在线教育等亦表现非常强劲。</p><p style=\"text-align: justify;\">从上涨的板块来看，券商股无疑是激活了整个市场。那么，为何要在此时激活呢？分析人士认为，这一点也可以从上涨的板块中找到答案，军工板块今天涨幅达到了3%，阅兵即将在9月份上演。在此之前，整个市场也有一些利好可以预期，比如稳定币带来的金融重估，固态电池的中试，DeepSeek R2也可能发布。这些都是行情的催化剂。</p><p><strong>资金狂涌</strong></p><p style=\"text-align: justify;\">资金涌入香港，并通过香港进入内地市场，可能是股市持续走高的重要动能。</p><p style=\"text-align: justify;\">恒生银行的数据显示，过去一年流入香港的资金明显增加，对港元资产的需求上升。累计流入香港的净资金已从2024年初的3660亿美元大幅上升至今年4月的5060亿美元。净资金流入在2024年第四季已经超越了2021年的高位，扭转了之前下滑的趋势。事实上，自2024年以来，香港的资金净流入就创下了自2000年有记录以来的新高。</p><p style=\"text-align: justify;\">资金流入通常与资本市场表现关系密切，因为资金流入代表着对港元资产有更强劲需求。展望未来，资本市场带来的正面财富效应或有助于改善消费者信心。资金流入也有助于降低香港本地利率，尽管目前尚不确定香港本地利率与美国利率之间的息差能否维持，但随着联储局今年继续减息，本地利率应会维持下降趋势。低利率将再次支撑消费者信心和整体经济。</p><p style=\"text-align: justify;\">高盛表示，继续看多A股和港股，之前预计沪深300目标位在4600点的观点，高盛依然没有改变。高盛认为，A股和港股在全球配置资金中还在底部位置，后面有希望吸引更多的资金入市。</p><p style=\"text-align: justify;\">国投策略在名为《真有点像2019年了》的报告中称，从目前来看，一种较为大胆的对未来的预测是类比2020年，由意外事件导致中美欧进入到同频共振周期，意味着A股市场将是牛市，结构上对应核心资产定价，那么与上半年“银行—微盘”杠铃策略与“新胜于旧”产业定价完全相反。虽然不排除这种可能性，但显然眼下更为务实的探讨是A股短期若沿着新旧动能转换时期“新胜于旧”的定价思路，那真有点像2019年了。</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>3.6万亿重磅！中国股市，彻底爆发！</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\">\n3.6万亿重磅！中国股市，彻底爆发！\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2025-06-25 15:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>突然之间，股市似乎迎来了大行情！</p></blockquote><p style=\"text-align: justify;\">在经历了周二大涨之后，周三股市再度爆发。午后，A股三大指数全线走高，截至收盘，创业板指大涨3.11%，深成指涨超1.7%，沪指涨超1%，并创下年内新高。多元金融、军工装备、证券等板块涨幅居前。与此同时，港股市场也是集体走强。富时中国A50指数期货午后亦涨超1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c03c7853129327b14232f800780df8a8\" alt=\"\" title=\"\" tg-width=\"618\" tg-height=\"605\"/></p><p style=\"text-align: justify;\">外围环境转暖，外资持续看好中国资产可能是市场走强的一个重要原因。恒生银行的数据显示，过去一年流入香港的资金明显增加，对港元资产的需求上升。累计流入香港的净资金已从2024年初的3660亿美元大幅上升至今年4月的5060亿美元（折合人民币近3.6万亿元）。</p><p style=\"text-align: justify;\"><strong>值得注意的是，市场的承接力出现了明显的优化。</strong>在昨天之前，题材的持续性是较弱的。但随着近两天市场的大涨，行情已经分化的固态电池，调整之后的承接依然较为明显。券商、多元金融和金融科技板块亦出现类似的特征。同时，成交量明显放大，意味着增量资金进场较为明显，赚钱效应也开始显现。</p><p><strong>彻底爆发</strong></p><p style=\"text-align: justify;\">又是金融股搭台，题材股唱戏的一天。今天，券商股受国泰君安国际的影响，整体大幅走高。天风证券午后涨停，国盛金控、湘财股份、瑞达期货、建元信托、爱建集团、新力金融、弘业期货等多只股票涨停，此外，指南针拿下20%涨停，财富趋势涨超17%，银之杰涨超15%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f93ba6b5955b63f6c818fddba7c8087\" alt=\"\" title=\"\" tg-width=\"644\" tg-height=\"229\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bcc63ab2c8b70971f0b1ba54ea3e79f\" alt=\"\" title=\"\" tg-width=\"631\" tg-height=\"318\"/></p><p style=\"text-align: justify;\">A股市场再度呈现出普涨格局。今日，两市上涨个股达3900余只，涨停或涨幅超10%的个股达94只，成交亦有放量迹象。市场承接亦表现不俗，固态电池虽然分化，但并未出现之前大幅砸盘的现象。券商板块第二天大涨，在早盘小幅走弱之后，再度翻手做多，显示出良好的进攻态势。</p><p style=\"text-align: justify;\"><strong>港股方面，港股券商股持续走高，国泰君安国际涨超150%，德林控股涨超18%，招商证券涨超14%，中信建投证券涨超10%。与此同时，保险表现也较为强势，银行也未拖后腿。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24aa5774685dd8a55434d3631f88c925\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">除了金融板块之外，午后港股芯片板块接力做多。中芯国际H股一度大涨超5%。今年以来该股累计涨幅达38%。近期半导体板块持续走强，多只个股联袂上涨，华虹半导体涨超4%。南向资金连续4日净买入中芯国际，累计净买入达11.16亿港元。新能源电池、在线教育等亦表现非常强劲。</p><p style=\"text-align: justify;\">从上涨的板块来看，券商股无疑是激活了整个市场。那么，为何要在此时激活呢？分析人士认为，这一点也可以从上涨的板块中找到答案，军工板块今天涨幅达到了3%，阅兵即将在9月份上演。在此之前，整个市场也有一些利好可以预期，比如稳定币带来的金融重估，固态电池的中试，DeepSeek R2也可能发布。这些都是行情的催化剂。</p><p><strong>资金狂涌</strong></p><p style=\"text-align: justify;\">资金涌入香港，并通过香港进入内地市场，可能是股市持续走高的重要动能。</p><p style=\"text-align: justify;\">恒生银行的数据显示，过去一年流入香港的资金明显增加，对港元资产的需求上升。累计流入香港的净资金已从2024年初的3660亿美元大幅上升至今年4月的5060亿美元。净资金流入在2024年第四季已经超越了2021年的高位，扭转了之前下滑的趋势。事实上，自2024年以来，香港的资金净流入就创下了自2000年有记录以来的新高。</p><p style=\"text-align: justify;\">资金流入通常与资本市场表现关系密切，因为资金流入代表着对港元资产有更强劲需求。展望未来，资本市场带来的正面财富效应或有助于改善消费者信心。资金流入也有助于降低香港本地利率，尽管目前尚不确定香港本地利率与美国利率之间的息差能否维持，但随着联储局今年继续减息，本地利率应会维持下降趋势。低利率将再次支撑消费者信心和整体经济。</p><p style=\"text-align: justify;\">高盛表示，继续看多A股和港股，之前预计沪深300目标位在4600点的观点，高盛依然没有改变。高盛认为，A股和港股在全球配置资金中还在底部位置，后面有希望吸引更多的资金入市。</p><p style=\"text-align: justify;\">国投策略在名为《真有点像2019年了》的报告中称，从目前来看，一种较为大胆的对未来的预测是类比2020年，由意外事件导致中美欧进入到同频共振周期，意味着A股市场将是牛市，结构上对应核心资产定价，那么与上半年“银行—微盘”杠铃策略与“新胜于旧”产业定价完全相反。虽然不排除这种可能性，但显然眼下更为务实的探讨是A股短期若沿着新旧动能转换时期“新胜于旧”的定价思路，那真有点像2019年了。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834","relate_stocks":{"399001":"深证成指","399006":"创业板指","HSTECH":"恒生科技指数","HSCEI":"国企指数","000001.SH":"上证指数","HSI":"恒生指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187134180","content_text":"突然之间，股市似乎迎来了大行情！在经历了周二大涨之后，周三股市再度爆发。午后，A股三大指数全线走高，截至收盘，创业板指大涨3.11%，深成指涨超1.7%，沪指涨超1%，并创下年内新高。多元金融、军工装备、证券等板块涨幅居前。与此同时，港股市场也是集体走强。富时中国A50指数期货午后亦涨超1%。外围环境转暖，外资持续看好中国资产可能是市场走强的一个重要原因。恒生银行的数据显示，过去一年流入香港的资金明显增加，对港元资产的需求上升。累计流入香港的净资金已从2024年初的3660亿美元大幅上升至今年4月的5060亿美元（折合人民币近3.6万亿元）。值得注意的是，市场的承接力出现了明显的优化。在昨天之前，题材的持续性是较弱的。但随着近两天市场的大涨，行情已经分化的固态电池，调整之后的承接依然较为明显。券商、多元金融和金融科技板块亦出现类似的特征。同时，成交量明显放大，意味着增量资金进场较为明显，赚钱效应也开始显现。彻底爆发又是金融股搭台，题材股唱戏的一天。今天，券商股受国泰君安国际的影响，整体大幅走高。天风证券午后涨停，国盛金控、湘财股份、瑞达期货、建元信托、爱建集团、新力金融、弘业期货等多只股票涨停，此外，指南针拿下20%涨停，财富趋势涨超17%，银之杰涨超15%。A股市场再度呈现出普涨格局。今日，两市上涨个股达3900余只，涨停或涨幅超10%的个股达94只，成交亦有放量迹象。市场承接亦表现不俗，固态电池虽然分化，但并未出现之前大幅砸盘的现象。券商板块第二天大涨，在早盘小幅走弱之后，再度翻手做多，显示出良好的进攻态势。港股方面，港股券商股持续走高，国泰君安国际涨超150%，德林控股涨超18%，招商证券涨超14%，中信建投证券涨超10%。与此同时，保险表现也较为强势，银行也未拖后腿。除了金融板块之外，午后港股芯片板块接力做多。中芯国际H股一度大涨超5%。今年以来该股累计涨幅达38%。近期半导体板块持续走强，多只个股联袂上涨，华虹半导体涨超4%。南向资金连续4日净买入中芯国际，累计净买入达11.16亿港元。新能源电池、在线教育等亦表现非常强劲。从上涨的板块来看，券商股无疑是激活了整个市场。那么，为何要在此时激活呢？分析人士认为，这一点也可以从上涨的板块中找到答案，军工板块今天涨幅达到了3%，阅兵即将在9月份上演。在此之前，整个市场也有一些利好可以预期，比如稳定币带来的金融重估，固态电池的中试，DeepSeek R2也可能发布。这些都是行情的催化剂。资金狂涌资金涌入香港，并通过香港进入内地市场，可能是股市持续走高的重要动能。恒生银行的数据显示，过去一年流入香港的资金明显增加，对港元资产的需求上升。累计流入香港的净资金已从2024年初的3660亿美元大幅上升至今年4月的5060亿美元。净资金流入在2024年第四季已经超越了2021年的高位，扭转了之前下滑的趋势。事实上，自2024年以来，香港的资金净流入就创下了自2000年有记录以来的新高。资金流入通常与资本市场表现关系密切，因为资金流入代表着对港元资产有更强劲需求。展望未来，资本市场带来的正面财富效应或有助于改善消费者信心。资金流入也有助于降低香港本地利率，尽管目前尚不确定香港本地利率与美国利率之间的息差能否维持，但随着联储局今年继续减息，本地利率应会维持下降趋势。低利率将再次支撑消费者信心和整体经济。高盛表示，继续看多A股和港股，之前预计沪深300目标位在4600点的观点，高盛依然没有改变。高盛认为，A股和港股在全球配置资金中还在底部位置，后面有希望吸引更多的资金入市。国投策略在名为《真有点像2019年了》的报告中称，从目前来看，一种较为大胆的对未来的预测是类比2020年，由意外事件导致中美欧进入到同频共振周期，意味着A股市场将是牛市，结构上对应核心资产定价，那么与上半年“银行—微盘”杠铃策略与“新胜于旧”产业定价完全相反。虽然不排除这种可能性，但显然眼下更为务实的探讨是A股短期若沿着新旧动能转换时期“新胜于旧”的定价思路，那真有点像2019年了。","news_type":1,"symbols_score_info":{"399001":1.1,"399006":1.1,"000001.SH":1.1,"HSCEI":1.1,"HSI":1.1,"HSTECH":1.1}},"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449519424414120,"gmtCreate":1750772523417,"gmtModify":1750772524709,"author":{"id":"3556585696539203","authorId":"3556585696539203","name":"wxl王先生","avatar":"https://static.tigerbbs.com/7903474c7170e55e6c524ac5ebd98102","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3556585696539203","idStr":"3556585696539203"},"themes":[],"htmlText":"**","listText":"**","text":"**","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449519424414120","repostId":"1156633487","repostType":2,"repost":{"id":"1156633487","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":1750769084,"share":"https://ttm.financial/m/news/1156633487?lang=&edition=full","pubTime":"2025-06-24 20:44","market":"us","language":"zh","title":"盘前异动 | Circle跌近8%，国际清算银行就稳定币风险发出警告","url":"https://stock-news.laohu8.com/highlight/detail?id=1156633487","media":"老虎资讯综合","summary":"本周二（6月24日）美股盘前时段， $Circle Internet Corp.(CRCL)$ 跌近8%，此前国际清算银行就稳定币风险发出警告。","content":"<html><head></head><body><p>本周二（6月24日）美股盘前时段， <a href=\"https://laohu8.com/S/CRCL\">Circle Internet Corp.</a> 跌近8%，截至发稿报242.95美元，跌幅7.76%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb647001f4f63bb61be3b156253b08ae\" title=\"\" tg-width=\"1260\" tg-height=\"1332\"/></p><p>消息面上，此前国际清算银行（BIS）就稳定币带来的风险发出严厉的警告，并敦促各国迅速实现本国货币代币化。</p><p>国际清算银行（BIS）通常被称为央行行长的中央银行（Central Bank），它概述了其担忧，包括稳定币可能破坏货币主权、透明度问题以及新兴经济体资本外逃的风险。</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 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08:44","market":"us","language":"zh","title":"分析师热议英伟达下一个催化剂，GTC大会能否为其股价注入新动力？","url":"https://stock-news.laohu8.com/highlight/detail?id=1171325683","media":"老虎资讯综合","summary":"经历财报发布后的震荡，英伟达股价仍陷于持续数月的低迷。当前股价基本与去年6月初持平，分析师们正在讨论下一个可能的重大催化剂。3月17日即将开幕的GTC开发者大会能否成为转机？\"在稳健的季度业绩之后，投资者焦点将转向3月中旬的GTC大会，我们预计这将成为股价催化剂。此外，华尔街正密切关注英伟达能否在主权客户和云服务巨头之外的领域取得突破。","content":"<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/NVDA\">英伟达</a> （股票代码：NVDA）英伟达的财报曾经是影响股市的重要事件，会导致股价大幅波动并影响整个市场。</p><p style=\"text-align: start;\">然而，英伟达最新公布的财报却未能掀起波澜——尽管其业绩和指引均超出华尔街预期，但周四股价最终收跌8.48%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aec4323ada6378a7c8d837a3d62741f5\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">经历财报发布后的震荡，英伟达股价仍陷于持续数月的低迷。当前股价基本与去年6月初持平，分析师们正在讨论下一个可能的重大催化剂。</p><p style=\"text-align: start;\">3月17日即将开幕的GTC开发者大会能否成为转机？部分分析师认为存在可能，这场盛会有望凸显英伟达的强势地位，并增强市场对其未来数年产品路线图的信心。</p><p style=\"text-align: start;\">&#34;在稳健的季度业绩之后，投资者焦点将转向3月中旬的GTC大会，我们预计这将成为股价催化剂。&#34;Rosenblatt分析师凯文·卡西迪（Kevin Cassidy）写道，&#34;我们期待英伟达更新技术路线图并展示新的人工智能推理应用案例，从而激发更多市场热情。&#34;</p><p style=\"text-align: start;\">尽管英伟达已公布推出Blackwell Ultra芯片并即将发布Rubin芯片的计划，但投资者可能很快会获悉后续规划。Susquehanna分析师克里斯托弗·罗兰（Christopher Rolland）指出，在周三的财报电话会议上，首席执行官黄仁勋&#34;甚至暗示将公布Rubin之后的新平台进展&#34;。</p><p style=\"text-align: start;\">不过，瑞穗证券交易台分析师乔丹·克莱因（Jordan Klein）认为GTC并非破解股价困局的答案。他在周四报告中写道：&#34;没有机构投资者向我表示GTC是重大催化剂，或者他们必须在那个事件前满仓布局。&#34;</p><p style=\"text-align: start;\">克莱因指出了其他潜在驱动因素：首先，许多投资者透露正在等待&#34;真正的&#34;财报后低点入场。他认为这种市场情绪通常预示积极信号。</p><p style=\"text-align: start;\">&#34;这种情况往往导致买盘比预期更快涌入，&#34;他分析道，&#34;股价任何上行都会引发FOMO（害怕错过）情绪，有时会触发快速追涨。&#34;</p><p style=\"text-align: start;\">其次，他认为市场期待更强劲的业绩惊喜或毛利率扩张。随着Blackwell Ultra芯片即将量产，7月当季及后续季度可能实现这一预期。此外，华尔街正密切关注英伟达能否在主权客户和云服务巨头之外的领域取得突破。</p><p style=\"text-align: start;\">克莱因总结道：&#34;若能展现此类进展，英伟达股价有望在今年后期显著攀升。&#34;</p><p><em>文章源自 MarketWatch《Nvidia’s stock is in a funk. Earnings didn’t help, but here’s what could.》</em></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>分析师热议英伟达下一个催化剂，GTC大会能否为其股价注入新动力？</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; 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}\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分析师热议英伟达下一个催化剂，GTC大会能否为其股价注入新动力？\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\">2025-02-28 08:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/NVDA\">英伟达</a> （股票代码：NVDA）英伟达的财报曾经是影响股市的重要事件，会导致股价大幅波动并影响整个市场。</p><p style=\"text-align: start;\">然而，英伟达最新公布的财报却未能掀起波澜——尽管其业绩和指引均超出华尔街预期，但周四股价最终收跌8.48%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aec4323ada6378a7c8d837a3d62741f5\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">经历财报发布后的震荡，英伟达股价仍陷于持续数月的低迷。当前股价基本与去年6月初持平，分析师们正在讨论下一个可能的重大催化剂。</p><p style=\"text-align: start;\">3月17日即将开幕的GTC开发者大会能否成为转机？部分分析师认为存在可能，这场盛会有望凸显英伟达的强势地位，并增强市场对其未来数年产品路线图的信心。</p><p style=\"text-align: start;\">&#34;在稳健的季度业绩之后，投资者焦点将转向3月中旬的GTC大会，我们预计这将成为股价催化剂。&#34;Rosenblatt分析师凯文·卡西迪（Kevin Cassidy）写道，&#34;我们期待英伟达更新技术路线图并展示新的人工智能推理应用案例，从而激发更多市场热情。&#34;</p><p style=\"text-align: start;\">尽管英伟达已公布推出Blackwell Ultra芯片并即将发布Rubin芯片的计划，但投资者可能很快会获悉后续规划。Susquehanna分析师克里斯托弗·罗兰（Christopher Rolland）指出，在周三的财报电话会议上，首席执行官黄仁勋&#34;甚至暗示将公布Rubin之后的新平台进展&#34;。</p><p style=\"text-align: start;\">不过，瑞穗证券交易台分析师乔丹·克莱因（Jordan Klein）认为GTC并非破解股价困局的答案。他在周四报告中写道：&#34;没有机构投资者向我表示GTC是重大催化剂，或者他们必须在那个事件前满仓布局。&#34;</p><p style=\"text-align: start;\">克莱因指出了其他潜在驱动因素：首先，许多投资者透露正在等待&#34;真正的&#34;财报后低点入场。他认为这种市场情绪通常预示积极信号。</p><p style=\"text-align: start;\">&#34;这种情况往往导致买盘比预期更快涌入，&#34;他分析道，&#34;股价任何上行都会引发FOMO（害怕错过）情绪，有时会触发快速追涨。&#34;</p><p style=\"text-align: start;\">其次，他认为市场期待更强劲的业绩惊喜或毛利率扩张。随着Blackwell Ultra芯片即将量产，7月当季及后续季度可能实现这一预期。此外，华尔街正密切关注英伟达能否在主权客户和云服务巨头之外的领域取得突破。</p><p style=\"text-align: start;\">克莱因总结道：&#34;若能展现此类进展，英伟达股价有望在今年后期显著攀升。&#34;</p><p><em>文章源自 MarketWatch《Nvidia’s stock is in a funk. Earnings didn’t help, but here’s what could.》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/a2245c7de68a0c9d257c74c1b0835f2f","relate_stocks":{"NVDL":"GraniteShares 2x Long NVDA Daily ETF","NVDA":"英伟达","NVDS":"Tradr 1.5X Short NVDA Daily ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171325683","content_text":"英伟达 （股票代码：NVDA）英伟达的财报曾经是影响股市的重要事件，会导致股价大幅波动并影响整个市场。然而，英伟达最新公布的财报却未能掀起波澜——尽管其业绩和指引均超出华尔街预期，但周四股价最终收跌8.48%。经历财报发布后的震荡，英伟达股价仍陷于持续数月的低迷。当前股价基本与去年6月初持平，分析师们正在讨论下一个可能的重大催化剂。3月17日即将开幕的GTC开发者大会能否成为转机？部分分析师认为存在可能，这场盛会有望凸显英伟达的强势地位，并增强市场对其未来数年产品路线图的信心。\"在稳健的季度业绩之后，投资者焦点将转向3月中旬的GTC大会，我们预计这将成为股价催化剂。\"Rosenblatt分析师凯文·卡西迪（Kevin Cassidy）写道，\"我们期待英伟达更新技术路线图并展示新的人工智能推理应用案例，从而激发更多市场热情。\"尽管英伟达已公布推出Blackwell Ultra芯片并即将发布Rubin芯片的计划，但投资者可能很快会获悉后续规划。Susquehanna分析师克里斯托弗·罗兰（Christopher Rolland）指出，在周三的财报电话会议上，首席执行官黄仁勋\"甚至暗示将公布Rubin之后的新平台进展\"。不过，瑞穗证券交易台分析师乔丹·克莱因（Jordan Klein）认为GTC并非破解股价困局的答案。他在周四报告中写道：\"没有机构投资者向我表示GTC是重大催化剂，或者他们必须在那个事件前满仓布局。\"克莱因指出了其他潜在驱动因素：首先，许多投资者透露正在等待\"真正的\"财报后低点入场。他认为这种市场情绪通常预示积极信号。\"这种情况往往导致买盘比预期更快涌入，\"他分析道，\"股价任何上行都会引发FOMO（害怕错过）情绪，有时会触发快速追涨。\"其次，他认为市场期待更强劲的业绩惊喜或毛利率扩张。随着Blackwell Ultra芯片即将量产，7月当季及后续季度可能实现这一预期。此外，华尔街正密切关注英伟达能否在主权客户和云服务巨头之外的领域取得突破。克莱因总结道：\"若能展现此类进展，英伟达股价有望在今年后期显著攀升。\"文章源自 MarketWatch《Nvidia’s stock is in a funk. 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justify;\"><strong>值得注意的是，市场的承接力出现了明显的优化。</strong>在昨天之前，题材的持续性是较弱的。但随着近两天市场的大涨，行情已经分化的固态电池，调整之后的承接依然较为明显。券商、多元金融和金融科技板块亦出现类似的特征。同时，成交量明显放大，意味着增量资金进场较为明显，赚钱效应也开始显现。</p><p><strong>彻底爆发</strong></p><p style=\"text-align: justify;\">又是金融股搭台，题材股唱戏的一天。今天，券商股受国泰君安国际的影响，整体大幅走高。天风证券午后涨停，国盛金控、湘财股份、瑞达期货、建元信托、爱建集团、新力金融、弘业期货等多只股票涨停，此外，指南针拿下20%涨停，财富趋势涨超17%，银之杰涨超15%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f93ba6b5955b63f6c818fddba7c8087\" alt=\"\" title=\"\" tg-width=\"644\" tg-height=\"229\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bcc63ab2c8b70971f0b1ba54ea3e79f\" alt=\"\" title=\"\" tg-width=\"631\" tg-height=\"318\"/></p><p style=\"text-align: justify;\">A股市场再度呈现出普涨格局。今日，两市上涨个股达3900余只，涨停或涨幅超10%的个股达94只，成交亦有放量迹象。市场承接亦表现不俗，固态电池虽然分化，但并未出现之前大幅砸盘的现象。券商板块第二天大涨，在早盘小幅走弱之后，再度翻手做多，显示出良好的进攻态势。</p><p style=\"text-align: justify;\"><strong>港股方面，港股券商股持续走高，国泰君安国际涨超150%，德林控股涨超18%，招商证券涨超14%，中信建投证券涨超10%。与此同时，保险表现也较为强势，银行也未拖后腿。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24aa5774685dd8a55434d3631f88c925\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">除了金融板块之外，午后港股芯片板块接力做多。中芯国际H股一度大涨超5%。今年以来该股累计涨幅达38%。近期半导体板块持续走强，多只个股联袂上涨，华虹半导体涨超4%。南向资金连续4日净买入中芯国际，累计净买入达11.16亿港元。新能源电池、在线教育等亦表现非常强劲。</p><p style=\"text-align: justify;\">从上涨的板块来看，券商股无疑是激活了整个市场。那么，为何要在此时激活呢？分析人士认为，这一点也可以从上涨的板块中找到答案，军工板块今天涨幅达到了3%，阅兵即将在9月份上演。在此之前，整个市场也有一些利好可以预期，比如稳定币带来的金融重估，固态电池的中试，DeepSeek R2也可能发布。这些都是行情的催化剂。</p><p><strong>资金狂涌</strong></p><p style=\"text-align: justify;\">资金涌入香港，并通过香港进入内地市场，可能是股市持续走高的重要动能。</p><p style=\"text-align: justify;\">恒生银行的数据显示，过去一年流入香港的资金明显增加，对港元资产的需求上升。累计流入香港的净资金已从2024年初的3660亿美元大幅上升至今年4月的5060亿美元。净资金流入在2024年第四季已经超越了2021年的高位，扭转了之前下滑的趋势。事实上，自2024年以来，香港的资金净流入就创下了自2000年有记录以来的新高。</p><p style=\"text-align: justify;\">资金流入通常与资本市场表现关系密切，因为资金流入代表着对港元资产有更强劲需求。展望未来，资本市场带来的正面财富效应或有助于改善消费者信心。资金流入也有助于降低香港本地利率，尽管目前尚不确定香港本地利率与美国利率之间的息差能否维持，但随着联储局今年继续减息，本地利率应会维持下降趋势。低利率将再次支撑消费者信心和整体经济。</p><p style=\"text-align: justify;\">高盛表示，继续看多A股和港股，之前预计沪深300目标位在4600点的观点，高盛依然没有改变。高盛认为，A股和港股在全球配置资金中还在底部位置，后面有希望吸引更多的资金入市。</p><p style=\"text-align: justify;\">国投策略在名为《真有点像2019年了》的报告中称，从目前来看，一种较为大胆的对未来的预测是类比2020年，由意外事件导致中美欧进入到同频共振周期，意味着A股市场将是牛市，结构上对应核心资产定价，那么与上半年“银行—微盘”杠铃策略与“新胜于旧”产业定价完全相反。虽然不排除这种可能性，但显然眼下更为务实的探讨是A股短期若沿着新旧动能转换时期“新胜于旧”的定价思路，那真有点像2019年了。</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>3.6万亿重磅！中国股市，彻底爆发！</title>\n<style 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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\">\n3.6万亿重磅！中国股市，彻底爆发！\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2025-06-25 15:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>突然之间，股市似乎迎来了大行情！</p></blockquote><p style=\"text-align: justify;\">在经历了周二大涨之后，周三股市再度爆发。午后，A股三大指数全线走高，截至收盘，创业板指大涨3.11%，深成指涨超1.7%，沪指涨超1%，并创下年内新高。多元金融、军工装备、证券等板块涨幅居前。与此同时，港股市场也是集体走强。富时中国A50指数期货午后亦涨超1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c03c7853129327b14232f800780df8a8\" alt=\"\" title=\"\" tg-width=\"618\" tg-height=\"605\"/></p><p style=\"text-align: justify;\">外围环境转暖，外资持续看好中国资产可能是市场走强的一个重要原因。恒生银行的数据显示，过去一年流入香港的资金明显增加，对港元资产的需求上升。累计流入香港的净资金已从2024年初的3660亿美元大幅上升至今年4月的5060亿美元（折合人民币近3.6万亿元）。</p><p style=\"text-align: justify;\"><strong>值得注意的是，市场的承接力出现了明显的优化。</strong>在昨天之前，题材的持续性是较弱的。但随着近两天市场的大涨，行情已经分化的固态电池，调整之后的承接依然较为明显。券商、多元金融和金融科技板块亦出现类似的特征。同时，成交量明显放大，意味着增量资金进场较为明显，赚钱效应也开始显现。</p><p><strong>彻底爆发</strong></p><p style=\"text-align: justify;\">又是金融股搭台，题材股唱戏的一天。今天，券商股受国泰君安国际的影响，整体大幅走高。天风证券午后涨停，国盛金控、湘财股份、瑞达期货、建元信托、爱建集团、新力金融、弘业期货等多只股票涨停，此外，指南针拿下20%涨停，财富趋势涨超17%，银之杰涨超15%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f93ba6b5955b63f6c818fddba7c8087\" alt=\"\" title=\"\" tg-width=\"644\" tg-height=\"229\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bcc63ab2c8b70971f0b1ba54ea3e79f\" alt=\"\" title=\"\" tg-width=\"631\" tg-height=\"318\"/></p><p style=\"text-align: justify;\">A股市场再度呈现出普涨格局。今日，两市上涨个股达3900余只，涨停或涨幅超10%的个股达94只，成交亦有放量迹象。市场承接亦表现不俗，固态电池虽然分化，但并未出现之前大幅砸盘的现象。券商板块第二天大涨，在早盘小幅走弱之后，再度翻手做多，显示出良好的进攻态势。</p><p style=\"text-align: justify;\"><strong>港股方面，港股券商股持续走高，国泰君安国际涨超150%，德林控股涨超18%，招商证券涨超14%，中信建投证券涨超10%。与此同时，保险表现也较为强势，银行也未拖后腿。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24aa5774685dd8a55434d3631f88c925\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">除了金融板块之外，午后港股芯片板块接力做多。中芯国际H股一度大涨超5%。今年以来该股累计涨幅达38%。近期半导体板块持续走强，多只个股联袂上涨，华虹半导体涨超4%。南向资金连续4日净买入中芯国际，累计净买入达11.16亿港元。新能源电池、在线教育等亦表现非常强劲。</p><p style=\"text-align: justify;\">从上涨的板块来看，券商股无疑是激活了整个市场。那么，为何要在此时激活呢？分析人士认为，这一点也可以从上涨的板块中找到答案，军工板块今天涨幅达到了3%，阅兵即将在9月份上演。在此之前，整个市场也有一些利好可以预期，比如稳定币带来的金融重估，固态电池的中试，DeepSeek R2也可能发布。这些都是行情的催化剂。</p><p><strong>资金狂涌</strong></p><p style=\"text-align: justify;\">资金涌入香港，并通过香港进入内地市场，可能是股市持续走高的重要动能。</p><p style=\"text-align: justify;\">恒生银行的数据显示，过去一年流入香港的资金明显增加，对港元资产的需求上升。累计流入香港的净资金已从2024年初的3660亿美元大幅上升至今年4月的5060亿美元。净资金流入在2024年第四季已经超越了2021年的高位，扭转了之前下滑的趋势。事实上，自2024年以来，香港的资金净流入就创下了自2000年有记录以来的新高。</p><p style=\"text-align: justify;\">资金流入通常与资本市场表现关系密切，因为资金流入代表着对港元资产有更强劲需求。展望未来，资本市场带来的正面财富效应或有助于改善消费者信心。资金流入也有助于降低香港本地利率，尽管目前尚不确定香港本地利率与美国利率之间的息差能否维持，但随着联储局今年继续减息，本地利率应会维持下降趋势。低利率将再次支撑消费者信心和整体经济。</p><p style=\"text-align: justify;\">高盛表示，继续看多A股和港股，之前预计沪深300目标位在4600点的观点，高盛依然没有改变。高盛认为，A股和港股在全球配置资金中还在底部位置，后面有希望吸引更多的资金入市。</p><p style=\"text-align: justify;\">国投策略在名为《真有点像2019年了》的报告中称，从目前来看，一种较为大胆的对未来的预测是类比2020年，由意外事件导致中美欧进入到同频共振周期，意味着A股市场将是牛市，结构上对应核心资产定价，那么与上半年“银行—微盘”杠铃策略与“新胜于旧”产业定价完全相反。虽然不排除这种可能性，但显然眼下更为务实的探讨是A股短期若沿着新旧动能转换时期“新胜于旧”的定价思路，那真有点像2019年了。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834","relate_stocks":{"399001":"深证成指","399006":"创业板指","HSTECH":"恒生科技指数","HSCEI":"国企指数","000001.SH":"上证指数","HSI":"恒生指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187134180","content_text":"突然之间，股市似乎迎来了大行情！在经历了周二大涨之后，周三股市再度爆发。午后，A股三大指数全线走高，截至收盘，创业板指大涨3.11%，深成指涨超1.7%，沪指涨超1%，并创下年内新高。多元金融、军工装备、证券等板块涨幅居前。与此同时，港股市场也是集体走强。富时中国A50指数期货午后亦涨超1%。外围环境转暖，外资持续看好中国资产可能是市场走强的一个重要原因。恒生银行的数据显示，过去一年流入香港的资金明显增加，对港元资产的需求上升。累计流入香港的净资金已从2024年初的3660亿美元大幅上升至今年4月的5060亿美元（折合人民币近3.6万亿元）。值得注意的是，市场的承接力出现了明显的优化。在昨天之前，题材的持续性是较弱的。但随着近两天市场的大涨，行情已经分化的固态电池，调整之后的承接依然较为明显。券商、多元金融和金融科技板块亦出现类似的特征。同时，成交量明显放大，意味着增量资金进场较为明显，赚钱效应也开始显现。彻底爆发又是金融股搭台，题材股唱戏的一天。今天，券商股受国泰君安国际的影响，整体大幅走高。天风证券午后涨停，国盛金控、湘财股份、瑞达期货、建元信托、爱建集团、新力金融、弘业期货等多只股票涨停，此外，指南针拿下20%涨停，财富趋势涨超17%，银之杰涨超15%。A股市场再度呈现出普涨格局。今日，两市上涨个股达3900余只，涨停或涨幅超10%的个股达94只，成交亦有放量迹象。市场承接亦表现不俗，固态电池虽然分化，但并未出现之前大幅砸盘的现象。券商板块第二天大涨，在早盘小幅走弱之后，再度翻手做多，显示出良好的进攻态势。港股方面，港股券商股持续走高，国泰君安国际涨超150%，德林控股涨超18%，招商证券涨超14%，中信建投证券涨超10%。与此同时，保险表现也较为强势，银行也未拖后腿。除了金融板块之外，午后港股芯片板块接力做多。中芯国际H股一度大涨超5%。今年以来该股累计涨幅达38%。近期半导体板块持续走强，多只个股联袂上涨，华虹半导体涨超4%。南向资金连续4日净买入中芯国际，累计净买入达11.16亿港元。新能源电池、在线教育等亦表现非常强劲。从上涨的板块来看，券商股无疑是激活了整个市场。那么，为何要在此时激活呢？分析人士认为，这一点也可以从上涨的板块中找到答案，军工板块今天涨幅达到了3%，阅兵即将在9月份上演。在此之前，整个市场也有一些利好可以预期，比如稳定币带来的金融重估，固态电池的中试，DeepSeek R2也可能发布。这些都是行情的催化剂。资金狂涌资金涌入香港，并通过香港进入内地市场，可能是股市持续走高的重要动能。恒生银行的数据显示，过去一年流入香港的资金明显增加，对港元资产的需求上升。累计流入香港的净资金已从2024年初的3660亿美元大幅上升至今年4月的5060亿美元。净资金流入在2024年第四季已经超越了2021年的高位，扭转了之前下滑的趋势。事实上，自2024年以来，香港的资金净流入就创下了自2000年有记录以来的新高。资金流入通常与资本市场表现关系密切，因为资金流入代表着对港元资产有更强劲需求。展望未来，资本市场带来的正面财富效应或有助于改善消费者信心。资金流入也有助于降低香港本地利率，尽管目前尚不确定香港本地利率与美国利率之间的息差能否维持，但随着联储局今年继续减息，本地利率应会维持下降趋势。低利率将再次支撑消费者信心和整体经济。高盛表示，继续看多A股和港股，之前预计沪深300目标位在4600点的观点，高盛依然没有改变。高盛认为，A股和港股在全球配置资金中还在底部位置，后面有希望吸引更多的资金入市。国投策略在名为《真有点像2019年了》的报告中称，从目前来看，一种较为大胆的对未来的预测是类比2020年，由意外事件导致中美欧进入到同频共振周期，意味着A股市场将是牛市，结构上对应核心资产定价，那么与上半年“银行—微盘”杠铃策略与“新胜于旧”产业定价完全相反。虽然不排除这种可能性，但显然眼下更为务实的探讨是A股短期若沿着新旧动能转换时期“新胜于旧”的定价思路，那真有点像2019年了。","news_type":1,"symbols_score_info":{"399001":1.1,"399006":1.1,"000001.SH":1.1,"HSCEI":1.1,"HSI":1.1,"HSTECH":1.1}},"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449519424414120,"gmtCreate":1750772523417,"gmtModify":1750772524709,"author":{"id":"3556585696539203","authorId":"3556585696539203","name":"wxl王先生","avatar":"https://static.tigerbbs.com/7903474c7170e55e6c524ac5ebd98102","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3556585696539203","idStr":"3556585696539203"},"themes":[],"htmlText":"**","listText":"**","text":"**","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449519424414120","repostId":"1156633487","repostType":2,"repost":{"id":"1156633487","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":1750769084,"share":"https://ttm.financial/m/news/1156633487?lang=&edition=full","pubTime":"2025-06-24 20:44","market":"us","language":"zh","title":"盘前异动 | Circle跌近8%，国际清算银行就稳定币风险发出警告","url":"https://stock-news.laohu8.com/highlight/detail?id=1156633487","media":"老虎资讯综合","summary":"本周二（6月24日）美股盘前时段， $Circle Internet Corp.(CRCL)$ 跌近8%，此前国际清算银行就稳定币风险发出警告。","content":"<html><head></head><body><p>本周二（6月24日）美股盘前时段， <a href=\"https://laohu8.com/S/CRCL\">Circle Internet Corp.</a> 跌近8%，截至发稿报242.95美元，跌幅7.76%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb647001f4f63bb61be3b156253b08ae\" title=\"\" tg-width=\"1260\" tg-height=\"1332\"/></p><p>消息面上，此前国际清算银行（BIS）就稳定币带来的风险发出严厉的警告，并敦促各国迅速实现本国货币代币化。</p><p>国际清算银行（BIS）通常被称为央行行长的中央银行（Central Bank），它概述了其担忧，包括稳定币可能破坏货币主权、透明度问题以及新兴经济体资本外逃的风险。</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 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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盘前异动 | Circle跌近8%，国际清算银行就稳定币风险发出警告\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\">2025-06-24 20:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>本周二（6月24日）美股盘前时段， <a href=\"https://laohu8.com/S/CRCL\">Circle Internet Corp.</a> 跌近8%，截至发稿报242.95美元，跌幅7.76%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb647001f4f63bb61be3b156253b08ae\" title=\"\" tg-width=\"1260\" tg-height=\"1332\"/></p><p>消息面上，此前国际清算银行（BIS）就稳定币带来的风险发出严厉的警告，并敦促各国迅速实现本国货币代币化。</p><p>国际清算银行（BIS）通常被称为央行行长的中央银行（Central Bank），它概述了其担忧，包括稳定币可能破坏货币主权、透明度问题以及新兴经济体资本外逃的风险。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/962be253ee7459c393769e9105cb1429","relate_stocks":{"CRCL":"Circle Internet Corp."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156633487","content_text":"本周二（6月24日）美股盘前时段， Circle Internet Corp. 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必须强势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410495498756448","isVote":1,"tweetType":1,"viewCount":972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408496844611944,"gmtCreate":1740748550436,"gmtModify":1740748551800,"author":{"id":"3556585696539203","authorId":"3556585696539203","name":"wxl王先生","avatar":"https://static.tigerbbs.com/7903474c7170e55e6c524ac5ebd98102","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3556585696539203","idStr":"3556585696539203"},"themes":[],"htmlText":"看出来了今年估计也就这样了","listText":"看出来了今年估计也就这样了","text":"看出来了今年估计也就这样了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408496844611944","repostId":"1171325683","repostType":2,"repost":{"id":"1171325683","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":1740703476,"share":"https://ttm.financial/m/news/1171325683?lang=&edition=full","pubTime":"2025-02-28 08:44","market":"us","language":"zh","title":"分析师热议英伟达下一个催化剂，GTC大会能否为其股价注入新动力？","url":"https://stock-news.laohu8.com/highlight/detail?id=1171325683","media":"老虎资讯综合","summary":"经历财报发布后的震荡，英伟达股价仍陷于持续数月的低迷。当前股价基本与去年6月初持平，分析师们正在讨论下一个可能的重大催化剂。3月17日即将开幕的GTC开发者大会能否成为转机？\"在稳健的季度业绩之后，投资者焦点将转向3月中旬的GTC大会，我们预计这将成为股价催化剂。此外，华尔街正密切关注英伟达能否在主权客户和云服务巨头之外的领域取得突破。","content":"<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/NVDA\">英伟达</a> （股票代码：NVDA）英伟达的财报曾经是影响股市的重要事件，会导致股价大幅波动并影响整个市场。</p><p style=\"text-align: start;\">然而，英伟达最新公布的财报却未能掀起波澜——尽管其业绩和指引均超出华尔街预期，但周四股价最终收跌8.48%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aec4323ada6378a7c8d837a3d62741f5\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">经历财报发布后的震荡，英伟达股价仍陷于持续数月的低迷。当前股价基本与去年6月初持平，分析师们正在讨论下一个可能的重大催化剂。</p><p style=\"text-align: start;\">3月17日即将开幕的GTC开发者大会能否成为转机？部分分析师认为存在可能，这场盛会有望凸显英伟达的强势地位，并增强市场对其未来数年产品路线图的信心。</p><p style=\"text-align: start;\">&#34;在稳健的季度业绩之后，投资者焦点将转向3月中旬的GTC大会，我们预计这将成为股价催化剂。&#34;Rosenblatt分析师凯文·卡西迪（Kevin Cassidy）写道，&#34;我们期待英伟达更新技术路线图并展示新的人工智能推理应用案例，从而激发更多市场热情。&#34;</p><p style=\"text-align: start;\">尽管英伟达已公布推出Blackwell Ultra芯片并即将发布Rubin芯片的计划，但投资者可能很快会获悉后续规划。Susquehanna分析师克里斯托弗·罗兰（Christopher Rolland）指出，在周三的财报电话会议上，首席执行官黄仁勋&#34;甚至暗示将公布Rubin之后的新平台进展&#34;。</p><p style=\"text-align: start;\">不过，瑞穗证券交易台分析师乔丹·克莱因（Jordan Klein）认为GTC并非破解股价困局的答案。他在周四报告中写道：&#34;没有机构投资者向我表示GTC是重大催化剂，或者他们必须在那个事件前满仓布局。&#34;</p><p style=\"text-align: start;\">克莱因指出了其他潜在驱动因素：首先，许多投资者透露正在等待&#34;真正的&#34;财报后低点入场。他认为这种市场情绪通常预示积极信号。</p><p style=\"text-align: start;\">&#34;这种情况往往导致买盘比预期更快涌入，&#34;他分析道，&#34;股价任何上行都会引发FOMO（害怕错过）情绪，有时会触发快速追涨。&#34;</p><p style=\"text-align: start;\">其次，他认为市场期待更强劲的业绩惊喜或毛利率扩张。随着Blackwell Ultra芯片即将量产，7月当季及后续季度可能实现这一预期。此外，华尔街正密切关注英伟达能否在主权客户和云服务巨头之外的领域取得突破。</p><p style=\"text-align: start;\">克莱因总结道：&#34;若能展现此类进展，英伟达股价有望在今年后期显著攀升。&#34;</p><p><em>文章源自 MarketWatch《Nvidia’s stock is in a funk. Earnings didn’t help, but here’s what could.》</em></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>分析师热议英伟达下一个催化剂，GTC大会能否为其股价注入新动力？</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; 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}\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分析师热议英伟达下一个催化剂，GTC大会能否为其股价注入新动力？\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\">2025-02-28 08:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/NVDA\">英伟达</a> （股票代码：NVDA）英伟达的财报曾经是影响股市的重要事件，会导致股价大幅波动并影响整个市场。</p><p style=\"text-align: start;\">然而，英伟达最新公布的财报却未能掀起波澜——尽管其业绩和指引均超出华尔街预期，但周四股价最终收跌8.48%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aec4323ada6378a7c8d837a3d62741f5\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">经历财报发布后的震荡，英伟达股价仍陷于持续数月的低迷。当前股价基本与去年6月初持平，分析师们正在讨论下一个可能的重大催化剂。</p><p style=\"text-align: start;\">3月17日即将开幕的GTC开发者大会能否成为转机？部分分析师认为存在可能，这场盛会有望凸显英伟达的强势地位，并增强市场对其未来数年产品路线图的信心。</p><p style=\"text-align: start;\">&#34;在稳健的季度业绩之后，投资者焦点将转向3月中旬的GTC大会，我们预计这将成为股价催化剂。&#34;Rosenblatt分析师凯文·卡西迪（Kevin Cassidy）写道，&#34;我们期待英伟达更新技术路线图并展示新的人工智能推理应用案例，从而激发更多市场热情。&#34;</p><p style=\"text-align: start;\">尽管英伟达已公布推出Blackwell Ultra芯片并即将发布Rubin芯片的计划，但投资者可能很快会获悉后续规划。Susquehanna分析师克里斯托弗·罗兰（Christopher Rolland）指出，在周三的财报电话会议上，首席执行官黄仁勋&#34;甚至暗示将公布Rubin之后的新平台进展&#34;。</p><p style=\"text-align: start;\">不过，瑞穗证券交易台分析师乔丹·克莱因（Jordan Klein）认为GTC并非破解股价困局的答案。他在周四报告中写道：&#34;没有机构投资者向我表示GTC是重大催化剂，或者他们必须在那个事件前满仓布局。&#34;</p><p style=\"text-align: start;\">克莱因指出了其他潜在驱动因素：首先，许多投资者透露正在等待&#34;真正的&#34;财报后低点入场。他认为这种市场情绪通常预示积极信号。</p><p style=\"text-align: start;\">&#34;这种情况往往导致买盘比预期更快涌入，&#34;他分析道，&#34;股价任何上行都会引发FOMO（害怕错过）情绪，有时会触发快速追涨。&#34;</p><p style=\"text-align: start;\">其次，他认为市场期待更强劲的业绩惊喜或毛利率扩张。随着Blackwell Ultra芯片即将量产，7月当季及后续季度可能实现这一预期。此外，华尔街正密切关注英伟达能否在主权客户和云服务巨头之外的领域取得突破。</p><p style=\"text-align: start;\">克莱因总结道：&#34;若能展现此类进展，英伟达股价有望在今年后期显著攀升。&#34;</p><p><em>文章源自 MarketWatch《Nvidia’s stock is in a funk. Earnings didn’t help, but here’s what could.》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/a2245c7de68a0c9d257c74c1b0835f2f","relate_stocks":{"NVDL":"GraniteShares 2x Long NVDA Daily ETF","NVDA":"英伟达","NVDS":"Tradr 1.5X Short NVDA Daily ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171325683","content_text":"英伟达 （股票代码：NVDA）英伟达的财报曾经是影响股市的重要事件，会导致股价大幅波动并影响整个市场。然而，英伟达最新公布的财报却未能掀起波澜——尽管其业绩和指引均超出华尔街预期，但周四股价最终收跌8.48%。经历财报发布后的震荡，英伟达股价仍陷于持续数月的低迷。当前股价基本与去年6月初持平，分析师们正在讨论下一个可能的重大催化剂。3月17日即将开幕的GTC开发者大会能否成为转机？部分分析师认为存在可能，这场盛会有望凸显英伟达的强势地位，并增强市场对其未来数年产品路线图的信心。\"在稳健的季度业绩之后，投资者焦点将转向3月中旬的GTC大会，我们预计这将成为股价催化剂。\"Rosenblatt分析师凯文·卡西迪（Kevin Cassidy）写道，\"我们期待英伟达更新技术路线图并展示新的人工智能推理应用案例，从而激发更多市场热情。\"尽管英伟达已公布推出Blackwell Ultra芯片并即将发布Rubin芯片的计划，但投资者可能很快会获悉后续规划。Susquehanna分析师克里斯托弗·罗兰（Christopher Rolland）指出，在周三的财报电话会议上，首席执行官黄仁勋\"甚至暗示将公布Rubin之后的新平台进展\"。不过，瑞穗证券交易台分析师乔丹·克莱因（Jordan Klein）认为GTC并非破解股价困局的答案。他在周四报告中写道：\"没有机构投资者向我表示GTC是重大催化剂，或者他们必须在那个事件前满仓布局。\"克莱因指出了其他潜在驱动因素：首先，许多投资者透露正在等待\"真正的\"财报后低点入场。他认为这种市场情绪通常预示积极信号。\"这种情况往往导致买盘比预期更快涌入，\"他分析道，\"股价任何上行都会引发FOMO（害怕错过）情绪，有时会触发快速追涨。\"其次，他认为市场期待更强劲的业绩惊喜或毛利率扩张。随着Blackwell Ultra芯片即将量产，7月当季及后续季度可能实现这一预期。此外，华尔街正密切关注英伟达能否在主权客户和云服务巨头之外的领域取得突破。克莱因总结道：\"若能展现此类进展，英伟达股价有望在今年后期显著攀升。\"文章源自 MarketWatch《Nvidia’s stock is in a funk. 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