嗯哼哎的个人主页 - 老虎社区

嗯哼哎

嗯哼哎

来吧，展示

IP属地：北京

719关注

13粉丝

15主题

0勋章

2024-12-19

$Bio-Path Holdings, Inc.(BPTH)$ 为撒老停牌

03-04

$特斯拉(TSLA)$ 跌到位就可以买了，优质公司还是可以入手的

09-12

$联合健康(UNH)$ 短期看到400.

2021-06-14

说说你对这篇新闻的看法...

抱歉，原内容已删除

2021-04-21

$怪兽充电(EM)$还没跑

2024-12-07

$BioAge Labs Inc.(BIOA)$ 盘后暴跌，啥情况，出什么事了吗？

2021-08-26

这篇文章不错，转发给大家看看

@交易员Owen:丢失阿富汗，美国的损失远超你的想象

2021-06-27

这篇文章不错，转发给大家看看

@小虎活动:【叮咚买菜上市】分享宝藏美食，赢100元储值卡！

2021-02-21

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2021-01-10

这篇文章不错，转发给大家看看

@爱投学院:2020年度最佳投资书籍TOP 8

2020-12-26

这篇文章不错，转发给大家看看

@美股解毒师:2020年十大美股中概股IPO，你在美股新股上赚钱了吗？

2024-08-28

$英伟达(NVDA)$ 应该可以

2021-02-05

你有先见之明

@污妖王叔:$猎豹移动(CMCM)$翻倍暂时清仓，等回调再满仓进。

2020-10-31

这篇文章不错，转发给大家看看

@小虎访谈:【虎友访谈】FinMelon：十倍牛股有特征，港股ipo终会趋于冷静

08-09

赌博全靠自己的运气，炒股还要看股票的运气😂

05-16

明白人

05-16

$联合健康(UNH)$ 好的公司，不破不立！

02-11

真幽默

DeepSeek之后，梁文峰身家超过黄仁勋？

01-28

$礼来(LLY)$ 昨天大跌没有补仓，后悔了😂

2024-08-23

$英伟达(NVDA)$ 坚持看多

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08:28","market":"hk","language":"zh","title":"DeepSeek之后，梁文峰身家超过黄仁勋？","url":"https://stock-news.laohu8.com/highlight/detail?id=2510281014","media":"华尔街见闻","summary":"据业内人士和专家估算，DeepSeek的估值在10亿美元到1500亿美元之间，如果按1500亿美元计（OpenAI估值的一半），梁文峰的身家将达1260亿美元，超越黄仁勋。","content":"<html><body><p>一夜之间，DeepSeek吸引全球目光，创始人梁文峰身家或跻身全球富豪榜。</p>\n<p>据彭博社对7位初创公司创始人及AI专家的调研，DeepSeek估值区间从10亿美元到1500亿美元不等。<strong>若取中间值（20亿至300亿美元），创始人梁文峰凭借84%的持股，身家可能跻身亚洲顶级科技富豪之列。</strong></p>\n<p>加拿大电信公司Sweat Free Telecom创始人Chanakya Ramdev持乐观看法，认为<strong>DeepSeek估值可达OpenAI（3000亿美元）的一半，在这一假设下，梁文峰身家将达1260亿美元，超越黄仁勋。</strong></p>\n<p>波士顿风投机构Glasswing Ventures创始人Rudina Seseri认为，即便不考虑未来增长，仅凭现有数百万美元收入，DeepSeek的估值也应轻松突破十亿美元。</p>\n<p>DeepSeek的估值逻辑部分源于与全球头部AI公司的对标。目前，OpenAI估值约3000亿美元，Anthropic为600亿美元，法国Mistral AI为60亿美元，中国智谱AI在去年融资后的估值约为30亿美元。</p>\n<p>不过，DeepSeek的特殊性在于其商业模式：<strong>公司未接受外部融资，完全依赖梁文峰旗下量化对冲基金幻方量化的利润支撑。</strong></p>\n<p>纽约区块链公司Pastel Network创始人Jeffrey Emanuel指出，DeepSeek的财务数据高度保密，外界对其营收、利润及资本结构知之甚少，这进一步加剧了估值分歧：</p>\n<blockquote>\n<p>“我们对它的资本运作方式知之甚少，更不用说它的收入和营业利润了。”</p>\n</blockquote>\n<p>彭博亿万富豪指数分析显示，梁文峰持有幻方量化51%的股权，价值约7100万美元，但这一数字与DeepSeek的潜在估值相比而言微不足道。</p>\n<p>此外，据媒体此前报道，幻方的年化收益率一度高达30%以上，在同类基金中名列前。早在2021年，梁文峰已经开始为全面转型AI做准备，砸重金买了数千张<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>A100显卡，而一张A100的价格就高达十几万。</p><div>风险提示及免责条款</div>\n<div>\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。\n          </div>\n</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>DeepSeek之后，梁文峰身家超过黄仁勋？</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\">\nDeepSeek之后，梁文峰身家超过黄仁勋？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-11 08:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3740803><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一夜之间，DeepSeek吸引全球目光，创始人梁文峰身家或跻身全球富豪榜。\n据彭博社对7位初创公司创始人及AI专家的调研，DeepSeek估值区间从10亿美元到1500亿美元不等。若取中间值（20亿至300亿美元），创始人梁文峰凭借84%的持股，身家可能跻身亚洲顶级科技富豪之列。\n加拿大电信公司Sweat Free Telecom创始人Chanakya Ramdev持乐观看法，认为DeepSeek...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3740803\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://wpimg-wscn.awtmt.com/3bb84002-8293-4177-9b31-e1225cb13dab.jpeg","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3740803","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2510281014","content_text":"一夜之间，DeepSeek吸引全球目光，创始人梁文峰身家或跻身全球富豪榜。\n据彭博社对7位初创公司创始人及AI专家的调研，DeepSeek估值区间从10亿美元到1500亿美元不等。若取中间值（20亿至300亿美元），创始人梁文峰凭借84%的持股，身家可能跻身亚洲顶级科技富豪之列。\n加拿大电信公司Sweat Free Telecom创始人Chanakya Ramdev持乐观看法，认为DeepSeek估值可达OpenAI（3000亿美元）的一半，在这一假设下，梁文峰身家将达1260亿美元，超越黄仁勋。\n波士顿风投机构Glasswing Ventures创始人Rudina Seseri认为，即便不考虑未来增长，仅凭现有数百万美元收入，DeepSeek的估值也应轻松突破十亿美元。\nDeepSeek的估值逻辑部分源于与全球头部AI公司的对标。目前，OpenAI估值约3000亿美元，Anthropic为600亿美元，法国Mistral AI为60亿美元，中国智谱AI在去年融资后的估值约为30亿美元。\n不过，DeepSeek的特殊性在于其商业模式：公司未接受外部融资，完全依赖梁文峰旗下量化对冲基金幻方量化的利润支撑。\n纽约区块链公司Pastel Network创始人Jeffrey 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08:45","market":"us","language":"zh","title":"CES 2025开幕在即，美银坚持英伟达为其首选股","url":"https://stock-news.laohu8.com/highlight/detail?id=2500926722","media":"智通财经","summary":"智通财经APP获悉，在CES 2025即将到来之前，美国银行继续将人工智能芯片巨头英伟达列为该行的“首选”。美银对英伟达的股票评级为“买入”，目标价为190美元。美银分析师Vivek Arya表示，英伟达可能会在CES 2025上讨论一系列主题，包括其Blackwell系列GPU的最新进展，或许还有该公司的机器人战略。有机构指出，英伟达系列合作品牌接连宣布将在CES 2025上发布新品，预示着在成功消化RTX 40系列显卡库存之后，英伟达有望引领GPU技术进入一个全新时代。","content":"<html><head></head><body><p>智通财经APP获悉，在CES 2025即将到来之前，美国银行继续将人工智能芯片巨头<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)列为该行的“首选”。<strong>美银对英伟达的股票评级为“买入”，目标价为190美元。</strong></p><p>美银分析师Vivek Arya表示，英伟达可能会在CES 2025上讨论一系列主题，包括其Blackwell系列GPU的最新进展，或许还有该公司的<a href=\"https://laohu8.com/S/300024\">机器人</a>战略。其他令人感兴趣的潜在主题包括英伟达的游戏显卡和下一代Rubin平台的进一步消息。</p><p>美国消费电子展(CES)官网显示，英伟达首席执行官黄仁勋将于北京时间2025年1月7日上午10:30在拉斯维加斯现场发表CES开幕主题演讲，并带来前沿技术创新的demo演示。届时，英伟达或将正式发布新一代GeForce RTX50系列显卡，包括RTX5090、5080和5060等。据媒体报道，RTX5080显卡预计将于1月21日正式上市。有机构指出，英伟达系列合作品牌接连宣布将在CES 2025上发布新品，预示着在成功消化RTX 40系列显卡库存之后，英伟达有望引领GPU技术进入一个全新时代。</p></body></html>","source":"stock_zhitongcaijing","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>CES 2025开幕在即，美银坚持英伟达为其首选股</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; 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2025开幕在即，美银坚持英伟达为其首选股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-03 08:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1232821.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，在CES 2025即将到来之前，美国银行继续将人工智能芯片巨头英伟达(NVDA.US)列为该行的“首选”。美银对英伟达的股票评级为“买入”，目标价为190美元。美银分析师Vivek Arya表示，英伟达可能会在CES 2025上讨论一系列主题，包括其Blackwell系列GPU的最新进展，或许还有该公司的机器人战略。其他令人感兴趣的潜在主题包括英伟达的游戏显卡和下一代Rubin...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1232821.html\">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":{"LU0079474960.USD":"联博美国增长基金A","3NVD.UK":"LS 3X NVIDIA","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","NVD3.UK":"LS 3X NVIDIA","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) 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8","htmlText":"爱投学院研究团队 股市是一个复杂的系统。&nbsp;但是，你无需了解每个市场工作原理就能赚钱。下面的8本股市相关书籍总结了一些最有用的投资思路。&nbsp;值得一提的是，这些书也不是枯燥的教科书。无论你是初学者还是高级投资者，都可以在书中找到有用的提示。&nbsp;这些书涵盖了价值投资、投资者心理和许多其他主题。&nbsp;让我们潜入知识的海洋……&nbsp;《聪明的投资者》&nbsp;这本书是价值投资者必读的书。作者本杰明·格雷厄姆（Benjamin&nbsp;Graham）是沃伦·巴菲特（Warren&nbsp;Buffett）的导师之一。&nbsp;他被认为是“价值投资之父”。格雷厄姆专注于逆势投资，投资者心理和并购投资。通过阅读《聪明的投资者》，你将更好地了解股市的运作方式。你还将发现如何分析和评估公司业务。&nbsp;这就是许多投资者不足的地方：太多的人投资于创新的想法，而看不到幕后的实情。最喜欢的章节：强烈建议阅读第8章和第20章。沃伦·巴菲特（Warren&nbsp;Buffett）表示，这两章的内容一直是他进行投资活动的基础。&nbsp;《巴比伦最富有的人》这本书包含了久经考验的财务知识。它借鉴了古代巴比伦人的故事。在这本书中，你会找到有关巴比伦牧民、商人和交易者的有趣故事。书中的几个大主题包括：先付钱，控制费用和赚钱。遵循本书中简单规则的人们可以积累起很多财富。最喜欢的章节：“消除贫困的7个妙方”是建立和维持财富的重要部分。本节的见解可以帮助你做出更好的资金决策。&nbsp;《股市怪杰》《股市怪杰》是股票交易洞见的集合，但不是任何普通的交易洞察。&nbsp;作者杰克·施瓦格（Jack&nbsp;D.&nbsp;Schwager）采访了一些金融奇才——世界顶级交易商，例如保罗·都铎·琼斯（Paul&nbsp;Tudor&nbsp;Jones）和马丁·舒华兹（","listText":"爱投学院研究团队 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Graham）是沃伦·巴菲特（Warren Buffett）的导师之一。 他被认为是“价值投资之父”。格雷厄姆专注于逆势投资，投资者心理和并购投资。通过阅读《聪明的投资者》，你将更好地了解股市的运作方式。你还将发现如何分析和评估公司业务。 这就是许多投资者不足的地方：太多的人投资于创新的想法，而看不到幕后的实情。最喜欢的章节：强烈建议阅读第8章和第20章。沃伦·巴菲特（Warren Buffett）表示，这两章的内容一直是他进行投资活动的基础。 《巴比伦最富有的人》这本书包含了久经考验的财务知识。它借鉴了古代巴比伦人的故事。在这本书中，你会找到有关巴比伦牧民、商人和交易者的有趣故事。书中的几个大主题包括：先付钱，控制费用和赚钱。遵循本书中简单规则的人们可以积累起很多财富。最喜欢的章节：“消除贫困的7个妙方”是建立和维持财富的重要部分。本节的见解可以帮助你做出更好的资金决策。 《股市怪杰》《股市怪杰》是股票交易洞见的集合，但不是任何普通的交易洞察。 作者杰克·施瓦格（Jack D. Schwager）采访了一些金融奇才——世界顶级交易商，例如保罗·都铎·琼斯（Paul Tudor 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在今年市场大落大起的市最不缺的就是流动性，也因此造就了另一场IPO盛宴。从募资金额、上市数目，以及SPAC（空头支票公司）IPO等多项数据来看，美股今年的IPO市场已经到达了2000年科技泡沫以来的顶峰。 美股IPO大多由大投行一手操办，拿下的绝大多数份额被大量机构投资者瓜分，即便散户虽然可以通过像老虎证券这样的零售经纪商参与热门的IPO打新，但份额与机构相比微乎其微。 而今年的美股新股市场，除了打新以外，市场给了投资者十足的机会，不少公司即便在第一日上市之后买入也有翻倍的收益。 通过市值规模、动态回报、公司前景、社区热度等多个角度，我们为大家总结了今年美股市场10大IPO。（价格和涨幅截止12月22日收盘） <a href=\"https://laohu8.com/TW/339015240\" target=\"_blank\">海外公司篇请点击</a> 中概股篇~ 陆金所 代码：<a target=\"_blank\" href=\"https://laohu8.com/S/LU\">$陆金所(LU)$</a>（NYSE) 板块：金融 行业：消费金融 IPO日期：10月30日 IPO价格：13.5美元 上市以来最高价：20.17美元 机构持仓：3540万股（12月19日） 募资规模：23.6亿美元 总市值：363.4亿美元 首日开盘涨幅：-14.07% 首日参与至今获得的收益(IPO开盘价至今涨幅)：19.40% 陆金所控股是中国平安集团成员公司，曾经是中国最大P2P平台，后以领先的金融科技与应用为基础，在财富管理业务领域开拓创新，稳健增长。 老虎社区用户观点： @节点财经 认为，陆金所的财富管理和零售信贷业务两大业务有所增长，但整体业绩显然没有P2P时代一样的强劲。在经受住严监管的考验、市场重新","listText":"如果说A股打新像买彩票，港股打新是多劳多得，那在美股参与IPO可能就是一件后发制人的事。 在今年市场大落大起的市最不缺的就是流动性，也因此造就了另一场IPO盛宴。从募资金额、上市数目，以及SPAC（空头支票公司）IPO等多项数据来看，美股今年的IPO市场已经到达了2000年科技泡沫以来的顶峰。 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“目标达到，不留恋；风险到了，不幻想！估值过高的股票可以等到上市后择时买入并长线持有，十倍股的特征可以用7个问题的形式去做初步判断。” 来吧，欢迎虎妞今天请到的嘉宾@FinMelon 分享她的投资技巧与观点~ &nbsp;<a href=\"https://laohu8.com/TP/649\" target=\"_blank\">#老虎步行街#</a> @FinMelon 25岁，香港科技大学经济学研究生毕业，目前在深圳从事金融工作。港美A投资者。8年的A股投资经验，5年的美股投资经验，港股算是比较晚，研究生时代才开始慢慢接触港股短短2年左右的时间。爱好：唱歌，旅行，美食，汽车，数码。 T：什么契机下接触到炒股的？ 本科读的金融学专业，当时整个专业都洋溢着炒股的气息，于是在同学的“勾引”（说挣生活费不要太容易），专业课老师的推动下，打个车就去申银万国（目前已合并为申万宏源）开了A股账户，入市本金1W人民币。 T：看您对申购新股有做研究，怎么判定是否可打新呢？ 因为目前工作属性和个人爱好的原因，每天都会关注港美A三大市场的股票。而且因为本身做的是投资者关系这一块的工作，所以需要对各个行业和不同公司都要进行了解和尽调。并且手持Wind账户，做数据上的分析和研究也比较全面和方便。 针对港美股的打新，因为本身美股起初是不存在散户打新认购这个概念的，所以我在美股打新这一块没有更深入的研究。 港股的话，我个人习惯根据公司所在的行业选取几家同类型公司进行横向比较。 至于如何判定是否可打新，我一般都是参考该公司的行业地位和市场占有量，以及他的估值是否合理化。 T：最近的几只新港股估值过高，有虎友觉得打新似乎不是那么划算了，您怎么看待未来的港股打新市场？ 确实是这样的！最近几年，生物医药和物业股都是港股市场的香饽饽。公开配售认购倍数基本上都是100倍起步，各家券商认购的杠杆也越放越大，","listText":" “目标达到，不留恋；风险到了，不幻想！估值过高的股票可以等到上市后择时买入并长线持有，十倍股的特征可以用7个问题的形式去做初步判断。” 来吧，欢迎虎妞今天请到的嘉宾@FinMelon 分享她的投资技巧与观点~ &nbsp;<a href=\"https://laohu8.com/TP/649\" target=\"_blank\">#老虎步行街#</a> @FinMelon 25岁，香港科技大学经济学研究生毕业，目前在深圳从事金融工作。港美A投资者。8年的A股投资经验，5年的美股投资经验，港股算是比较晚，研究生时代才开始慢慢接触港股短短2年左右的时间。爱好：唱歌，旅行，美食，汽车，数码。 T：什么契机下接触到炒股的？ 本科读的金融学专业，当时整个专业都洋溢着炒股的气息，于是在同学的“勾引”（说挣生活费不要太容易），专业课老师的推动下，打个车就去申银万国（目前已合并为申万宏源）开了A股账户，入市本金1W人民币。 T：看您对申购新股有做研究，怎么判定是否可打新呢？ 因为目前工作属性和个人爱好的原因，每天都会关注港美A三大市场的股票。而且因为本身做的是投资者关系这一块的工作，所以需要对各个行业和不同公司都要进行了解和尽调。并且手持Wind账户，做数据上的分析和研究也比较全面和方便。 针对港美股的打新，因为本身美股起初是不存在散户打新认购这个概念的，所以我在美股打新这一块没有更深入的研究。 港股的话，我个人习惯根据公司所在的行业选取几家同类型公司进行横向比较。 至于如何判定是否可打新，我一般都是参考该公司的行业地位和市场占有量，以及他的估值是否合理化。 T：最近的几只新港股估值过高，有虎友觉得打新似乎不是那么划算了，您怎么看待未来的港股打新市场？ 确实是这样的！最近几年，生物医药和物业股都是港股市场的香饽饽。公开配售认购倍数基本上都是100倍起步，各家券商认购的杠杆也越放越大，","text":"“目标达到，不留恋；风险到了，不幻想！估值过高的股票可以等到上市后择时买入并长线持有，十倍股的特征可以用7个问题的形式去做初步判断。” 来吧，欢迎虎妞今天请到的嘉宾@FinMelon 分享她的投资技巧与观点~ #老虎步行街# @FinMelon 25岁，香港科技大学经济学研究生毕业，目前在深圳从事金融工作。港美A投资者。8年的A股投资经验，5年的美股投资经验，港股算是比较晚，研究生时代才开始慢慢接触港股短短2年左右的时间。爱好：唱歌，旅行，美食，汽车，数码。 T：什么契机下接触到炒股的？ 本科读的金融学专业，当时整个专业都洋溢着炒股的气息，于是在同学的“勾引”（说挣生活费不要太容易），专业课老师的推动下，打个车就去申银万国（目前已合并为申万宏源）开了A股账户，入市本金1W人民币。 T：看您对申购新股有做研究，怎么判定是否可打新呢？ 因为目前工作属性和个人爱好的原因，每天都会关注港美A三大市场的股票。而且因为本身做的是投资者关系这一块的工作，所以需要对各个行业和不同公司都要进行了解和尽调。并且手持Wind账户，做数据上的分析和研究也比较全面和方便。 针对港美股的打新，因为本身美股起初是不存在散户打新认购这个概念的，所以我在美股打新这一块没有更深入的研究。 港股的话，我个人习惯根据公司所在的行业选取几家同类型公司进行横向比较。 至于如何判定是否可打新，我一般都是参考该公司的行业地位和市场占有量，以及他的估值是否合理化。 T：最近的几只新港股估值过高，有虎友觉得打新似乎不是那么划算了，您怎么看待未来的港股打新市场？ 确实是这样的！最近几年，生物医药和物业股都是港股市场的香饽饽。公开配售认购倍数基本上都是100倍起步，各家券商认购的杠杆也越放越大，","images":[{"img":"https://static.tigerbbs.com/b84f037bde0e9b54c08d5a676d8ff5a3","width":"736","height":"434"},{"img":"https://static.tigerbbs.com/2176677f0044232fbb1b2206b4110345","width":"768","height":"414"},{"img":"https://static.tigerbbs.com/d7a85c1ca5547e6fcf109d10018b3a44","width":"717","height":"443"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303764793","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3028,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465557228208400,"gmtCreate":1754686242843,"gmtModify":1754686244916,"author":{"id":"3561071140324629","authorId":"3561071140324629","name":"嗯哼哎","avatar":"https://static.tigerbbs.com/bf0d01c422c430148b91972dde90843b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561071140324629","authorIdStr":"3561071140324629"},"themes":[],"htmlText":"赌博全靠自己的运气，炒股还要看股票的运气😂","listText":"赌博全靠自己的运气，炒股还要看股票的运气😂","text":"赌博全靠自己的运气，炒股还要看股票的运气😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465557228208400","isVote":1,"tweetType":1,"viewCount":643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435546789056656,"gmtCreate":1747344320633,"gmtModify":1747344322676,"author":{"id":"3561071140324629","authorId":"3561071140324629","name":"嗯哼哎","avatar":"https://static.tigerbbs.com/bf0d01c422c430148b91972dde90843b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561071140324629","authorIdStr":"3561071140324629"},"themes":[],"htmlText":"明白人","listText":"明白人","text":"明白人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435546789056656","isVote":1,"tweetType":1,"viewCount":1301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435546044257064,"gmtCreate":1747344196787,"gmtModify":1747344198354,"author":{"id":"3561071140324629","authorId":"3561071140324629","name":"嗯哼哎","avatar":"https://static.tigerbbs.com/bf0d01c422c430148b91972dde90843b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561071140324629","authorIdStr":"3561071140324629"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$&nbsp;</a> 好的公司，不破不立！","listText":"<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$&nbsp;</a> 好的公司，不破不立！","text":"$联合健康(UNH)$ 好的公司，不破不立！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435546044257064","isVote":1,"tweetType":1,"viewCount":1522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402442438881528,"gmtCreate":1739270653076,"gmtModify":1739270655561,"author":{"id":"3561071140324629","authorId":"3561071140324629","name":"嗯哼哎","avatar":"https://static.tigerbbs.com/bf0d01c422c430148b91972dde90843b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561071140324629","authorIdStr":"3561071140324629"},"themes":[],"htmlText":"真幽默","listText":"真幽默","text":"真幽默","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402442438881528","repostId":"2510281014","repostType":2,"repost":{"id":"2510281014","kind":"news","pubTimestamp":1739233727,"share":"https://www.laohu8.com/m/news/2510281014?lang=&edition=full","pubTime":"2025-02-11 08:28","market":"hk","language":"zh","title":"DeepSeek之后，梁文峰身家超过黄仁勋？","url":"https://stock-news.laohu8.com/highlight/detail?id=2510281014","media":"华尔街见闻","summary":"据业内人士和专家估算，DeepSeek的估值在10亿美元到1500亿美元之间，如果按1500亿美元计（OpenAI估值的一半），梁文峰的身家将达1260亿美元，超越黄仁勋。","content":"<html><body><p>一夜之间，DeepSeek吸引全球目光，创始人梁文峰身家或跻身全球富豪榜。</p>\n<p>据彭博社对7位初创公司创始人及AI专家的调研，DeepSeek估值区间从10亿美元到1500亿美元不等。<strong>若取中间值（20亿至300亿美元），创始人梁文峰凭借84%的持股，身家可能跻身亚洲顶级科技富豪之列。</strong></p>\n<p>加拿大电信公司Sweat Free Telecom创始人Chanakya Ramdev持乐观看法，认为<strong>DeepSeek估值可达OpenAI（3000亿美元）的一半，在这一假设下，梁文峰身家将达1260亿美元，超越黄仁勋。</strong></p>\n<p>波士顿风投机构Glasswing Ventures创始人Rudina Seseri认为，即便不考虑未来增长，仅凭现有数百万美元收入，DeepSeek的估值也应轻松突破十亿美元。</p>\n<p>DeepSeek的估值逻辑部分源于与全球头部AI公司的对标。目前，OpenAI估值约3000亿美元，Anthropic为600亿美元，法国Mistral AI为60亿美元，中国智谱AI在去年融资后的估值约为30亿美元。</p>\n<p>不过，DeepSeek的特殊性在于其商业模式：<strong>公司未接受外部融资，完全依赖梁文峰旗下量化对冲基金幻方量化的利润支撑。</strong></p>\n<p>纽约区块链公司Pastel Network创始人Jeffrey Emanuel指出，DeepSeek的财务数据高度保密，外界对其营收、利润及资本结构知之甚少，这进一步加剧了估值分歧：</p>\n<blockquote>\n<p>“我们对它的资本运作方式知之甚少，更不用说它的收入和营业利润了。”</p>\n</blockquote>\n<p>彭博亿万富豪指数分析显示，梁文峰持有幻方量化51%的股权，价值约7100万美元，但这一数字与DeepSeek的潜在估值相比而言微不足道。</p>\n<p>此外，据媒体此前报道，幻方的年化收益率一度高达30%以上，在同类基金中名列前。早在2021年，梁文峰已经开始为全面转型AI做准备，砸重金买了数千张<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>A100显卡，而一张A100的价格就高达十几万。</p><div>风险提示及免责条款</div>\n<div>\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。\n          </div>\n</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>DeepSeek之后，梁文峰身家超过黄仁勋？</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\">\nDeepSeek之后，梁文峰身家超过黄仁勋？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-11 08:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3740803><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一夜之间，DeepSeek吸引全球目光，创始人梁文峰身家或跻身全球富豪榜。\n据彭博社对7位初创公司创始人及AI专家的调研，DeepSeek估值区间从10亿美元到1500亿美元不等。若取中间值（20亿至300亿美元），创始人梁文峰凭借84%的持股，身家可能跻身亚洲顶级科技富豪之列。\n加拿大电信公司Sweat Free Telecom创始人Chanakya Ramdev持乐观看法，认为DeepSeek...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3740803\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://wpimg-wscn.awtmt.com/3bb84002-8293-4177-9b31-e1225cb13dab.jpeg","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3740803","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2510281014","content_text":"一夜之间，DeepSeek吸引全球目光，创始人梁文峰身家或跻身全球富豪榜。\n据彭博社对7位初创公司创始人及AI专家的调研，DeepSeek估值区间从10亿美元到1500亿美元不等。若取中间值（20亿至300亿美元），创始人梁文峰凭借84%的持股，身家可能跻身亚洲顶级科技富豪之列。\n加拿大电信公司Sweat Free Telecom创始人Chanakya Ramdev持乐观看法，认为DeepSeek估值可达OpenAI（3000亿美元）的一半，在这一假设下，梁文峰身家将达1260亿美元，超越黄仁勋。\n波士顿风投机构Glasswing Ventures创始人Rudina Seseri认为，即便不考虑未来增长，仅凭现有数百万美元收入，DeepSeek的估值也应轻松突破十亿美元。\nDeepSeek的估值逻辑部分源于与全球头部AI公司的对标。目前，OpenAI估值约3000亿美元，Anthropic为600亿美元，法国Mistral AI为60亿美元，中国智谱AI在去年融资后的估值约为30亿美元。\n不过，DeepSeek的特殊性在于其商业模式：公司未接受外部融资，完全依赖梁文峰旗下量化对冲基金幻方量化的利润支撑。\n纽约区块链公司Pastel Network创始人Jeffrey Emanuel指出，DeepSeek的财务数据高度保密，外界对其营收、利润及资本结构知之甚少，这进一步加剧了估值分歧：\n\n“我们对它的资本运作方式知之甚少，更不用说它的收入和营业利润了。”\n\n彭博亿万富豪指数分析显示，梁文峰持有幻方量化51%的股权，价值约7100万美元，但这一数字与DeepSeek的潜在估值相比而言微不足道。\n此外，据媒体此前报道，幻方的年化收益率一度高达30%以上，在同类基金中名列前。早在2021年，梁文峰已经开始为全面转型AI做准备，砸重金买了数千张英伟达A100显卡，而一张A100的价格就高达十几万。风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":2381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397211270025712,"gmtCreate":1738016202994,"gmtModify":1738022654083,"author":{"id":"3561071140324629","authorId":"3561071140324629","name":"嗯哼哎","avatar":"https://static.tigerbbs.com/bf0d01c422c430148b91972dde90843b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561071140324629","authorIdStr":"3561071140324629"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$&nbsp;</a><v-v 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