nisyigg的个人主页 - 老虎社区

nisyigg

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IP属地：浙江

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0勋章

12-20

‌$CoreWeave, Inc.(CRWV)$ ‌疯狂20%了

12-18

‌$英伟达(NVDA)$ ‌难受了居然没摸到我170的买入订单‌[流泪] ‌

12-10

$WARNER BROS DISCOVERY INC(WBD)$ 上次派拉蒙说要收购就想入了（18内价格）结果没行动亏大了，现在持仓到退市你应该不会跌吧

12-05

‌$Warner Bros. Discovery(WBD)$ 30收购‌‌30以下无脑进？

11-26

‌$英伟达(NVDA)$ ‌‌才掉这么点？能不能压到100内，我要猛猛抄底

11-25

$SanDisk Corp(SNDK)$ 跌的快涨的更快快到我成本线了我还没抄底呢熊就结束了？[惊吓]

11-22

$SanDisk Corp(SNDK)$ 三星和海力士扩产的是内存颗粒和显存颗粒，影响不到闪迪的固态颗粒，美光要受到点影响

11-21

$纳指100ETF(QQQ)$ 马上就要到达特朗普小儿子的570做空期权点位了，有人跟着特朗普买了吗？我居然怀疑股神这月损失惨重啊[流泪]

11-21

$英伟达(NVDA)$ 又要变成180点保卫战了？守不守的住啊[正经]

11-20

‌$美国超微公司(AMD)$ ‌‌今天该反弹了吧？不要让我们失望啊‌‌[流泪] ‌[心碎] ‌‌

11-20

‌$纳指100ETF(QQQ)$ ‌这非农数据是好还是坏啊？

11-19

‌‌$美国超微公司(AMD)$ ‌支撑位在160不会要跌到160去吧‌‌[心碎] ‌

11-17

‌$美国超微公司(AMD)$ ‌上下震的头疼完全上不了一点，最终还得是我的闪迪再撑着我的收益

11-14

‌$SanDisk Corp(SNDK)$ ‌7‌.8成期权都是看跌‌离谱这要是真给拉上来不得炸大半

11-14

‌‌$纳指100ETF(QQQ)$ ‌盘前就这么疯你不会真要往570去了吧？‌真被特朗普做局啦？

11-14

该逐步抄底了，大盘跌叠加铠侠因素闪迪直接跌麻了

铠侠暴雷，希捷暴跌，“最火”的美国存储股全线重挫

11-13

‌$美国超微公司(AMD)$ ‌‌开局很强势啊今天能不能站稳260啊‌[看涨] ‌

11-13

‌$迅雷(XNET)$ ‌‌你居然也在美股，这么烂的公司今年也能涨200%？‌够离谱的

11-13

‌$SanDisk Corp(SNDK)$ ‌‌PUT‌单占比好大，再加上恺侠财报影响感觉今晚必跌了？‌[思考] ‌

11-12

‌‌$美国超微公司(AMD)$ ‌纳斯达克也是跌感觉要变成高开低走了260居然没突破‌[心碎] ‌

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上次派拉蒙说要收购就想入了（18内价格）结果没行动亏大了，现在持仓到退市你应该不会跌吧","images":[{"img":"https://static.tigerbbs.com/a230cc4e04433e794ae960157bc0275b","width":"327","height":"545"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509205525074952","isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":507724485345528,"gmtCreate":1764932462896,"gmtModify":1764939368284,"author":{"id":"4088301988077380","authorId":"4088301988077380","name":"nisyigg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088301988077380","idStr":"4088301988077380"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/WBD\">$Warner Bros. 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Discovery(WBD)$ 30收购‌‌30以下无脑进？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507724485345528","isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504365148209872,"gmtCreate":1764163971331,"gmtModify":1764163973862,"author":{"id":"4088301988077380","authorId":"4088301988077380","name":"nisyigg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088301988077380","idStr":"4088301988077380"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ &nbsp;</a>‌‌才掉这么点？能不能压到100内，我要猛猛抄底","listText":"‌<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ &nbsp;</a>‌‌才掉这么点？能不能压到100内，我要猛猛抄底","text":"‌$英伟达(NVDA)$ ‌‌才掉这么点？能不能压到100内，我要猛猛抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504365148209872","isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503832407249264,"gmtCreate":1764028504513,"gmtModify":1764053366621,"author":{"id":"4088301988077380","authorId":"4088301988077380","name":"nisyigg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088301988077380","idStr":"4088301988077380"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$SanDisk Corp(SNDK)$</a> 跌的快涨的更快快到我成本线了我还没抄底呢熊就结束了？[惊吓]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/SNDK\">$SanDisk Corp(SNDK)$</a> 跌的快涨的更快快到我成本线了我还没抄底呢熊就结束了？[惊吓]&nbsp;&nbsp;","text":"$SanDisk Corp(SNDK)$ 跌的快涨的更快快到我成本线了我还没抄底呢熊就结束了？[惊吓]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503832407249264","isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502784463347840,"gmtCreate":1763778802690,"gmtModify":1763778804552,"author":{"id":"4088301988077380","authorId":"4088301988077380","name":"nisyigg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088301988077380","idStr":"4088301988077380"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$SanDisk Corp(SNDK)$</a> 三星和海力士扩产的是内存颗粒和显存颗粒，影响不到闪迪的固态颗粒，美光要受到点影响","listText":"<a href=\"https://laohu8.com/S/SNDK\">$SanDisk Corp(SNDK)$</a> 三星和海力士扩产的是内存颗粒和显存颗粒，影响不到闪迪的固态颗粒，美光要受到点影响","text":"$SanDisk Corp(SNDK)$ 三星和海力士扩产的是内存颗粒和显存颗粒，影响不到闪迪的固态颗粒，美光要受到点影响","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502784463347840","isVote":1,"tweetType":1,"viewCount":1394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502514905399560,"gmtCreate":1763702616596,"gmtModify":1763703238569,"author":{"id":"4088301988077380","authorId":"4088301988077380","name":"nisyigg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088301988077380","idStr":"4088301988077380"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$&nbsp;</a> 马上就要到达特朗普小儿子的570做空期权点位了，有人跟着特朗普买了吗？我居然怀疑股神这月损失惨重啊[流泪]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$&nbsp;</a> 马上就要到达特朗普小儿子的570做空期权点位了，有人跟着特朗普买了吗？我居然怀疑股神这月损失惨重啊[流泪]&nbsp;&nbsp;","text":"$纳指100ETF(QQQ)$ 马上就要到达特朗普小儿子的570做空期权点位了，有人跟着特朗普买了吗？我居然怀疑股神这月损失惨重啊[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/502514905399560","isVote":1,"tweetType":1,"viewCount":2170,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3555391993840235","authorId":"3555391993840235","name":"dodzzz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3555391993840235","idStr":"3555391993840235"},"content":"570已经赚麻了呀，从11.3号爆出消息以后，现在1231，570put从4涨到15了","text":"570已经赚麻了呀，从11.3号爆出消息以后，现在1231，570put从4涨到15了","html":"570已经赚麻了呀，从11.3号爆出消息以后，现在1231，570put从4涨到15了"},{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4092177932484180","idStr":"4092177932484180"},"content":"听说小川普也买了630，630是保本，570是大赚。","text":"听说小川普也买了630，630是保本，570是大赚。","html":"听说小川普也买了630，630是保本，570是大赚。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502511159882200,"gmtCreate":1763701702614,"gmtModify":1763701704316,"author":{"id":"4088301988077380","authorId":"4088301988077380","name":"nisyigg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088301988077380","idStr":"4088301988077380"},"themes":[],"title":"","htmlText":"<a 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11:32","market":"sh","language":"zh","title":"铠侠暴雷，希捷暴跌，“最火”的美国存储股全线重挫","url":"https://stock-news.laohu8.com/highlight/detail?id=2583088545","media":"华尔街见闻","summary":"铠侠控股第二财季调整后净利润同比骤降超60%，业绩暴雷引发美股存储板块连锁反应，希捷股价下跌7.29%，西部数据下跌5.39%，美光科技下跌3.25%。分析认为，铠侠业绩不佳可能源于向苹果供应移动NAND芯片的固定价格协议。在现货价格大幅上涨的背景下，这一定价机制使铠侠未能受益于市场行情。","content":"<html><head></head><body><blockquote><p>铠侠控股第二财季调整后净利润同比骤降超60%，业绩暴雷引发美股存储板块连锁反应，希捷股价下跌7.29%，西部数据下跌5.39%，美光科技下跌3.25%。分析认为，铠侠业绩不佳可能源于向苹果供应移动NAND芯片的固定价格协议。在现货价格大幅上涨的背景下，这一定价机制使铠侠未能受益于市场行情。</p></blockquote><p style=\"text-align: justify;\">周五亚市早盘铠侠股价势将触及跌停板，此前铠侠控股公布第二财季调整后净利润同比骤降超60%，拖累美国同行西部数据、希捷科技和美光科技股价全线重挫，为今年以来表现最强劲的科技板块蒙上阴影。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9b19e6da0da71fb7fd724b492e5ab26\" tg-width=\"500\" tg-height=\"291\"/></p><p style=\"text-align: justify;\">铠侠当季净利润仅为417亿日元（约合2.84亿美元），较上年同期大幅下滑。该公司面临收入下降与成本上升的双重压力，这一业绩表现引发市场对整个存储行业景气度的担忧。</p><p style=\"text-align: justify;\">周四东京交易时段，铠侠股价下跌1.62%，随后波及其海外同行，希捷股价下跌7.31%，西部数据下跌5.29%，美光科技下跌3.25%。这些公司今年以来涨幅均超过三位数，其中西部数据截至周三收盘涨幅高达269%，位列标普500指数年度涨幅榜首位，希捷和美光分列第三和第四位。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48fbc9a73c08f180e701b36087058531\" tg-width=\"661\" tg-height=\"562\"/></p><p style=\"text-align: justify;\"><strong>市场观点认为，铠侠业绩不佳可能源于向苹果供应移动NAND芯片的固定价格协议。在现货价格大幅上涨的背景下，这一定价机制使铠侠未能受益于市场行情，成为行业中的特例。</strong></p><h2 id=\"9e8838\">铠侠暴雷引发市场对存储市场AI繁荣的担忧</h2><p style=\"text-align: justify;\">数据和内存硬件行业在2025年经历了强劲增长，人工智能和云计算投资推动需求意外激增。西部数据、希捷和美光今年以来涨幅均达到三位数百分比，成为美股市场表现最亮眼的板块之一。</p><p style=\"text-align: justify;\">相较于这些股票今年的巨额涨幅，周四的回调幅度相对较小，表明华尔街尚未对行业前景产生严重担忧。投资者需要判断铠侠的业绩表现是个别现象，还是行业面临困境的信号。</p><h2 id=\"id_1261469633\">苹果供货协议成拖累因素</h2><p style=\"text-align: justify;\">据市场观点，铠侠业绩不佳的原因可能在于其与苹果的供货协议。该公司一直以预设价格向苹果供应移动NAND芯片，而市场现货价格已大幅上涨。这一固定价格机制使铠侠无法享受行业景气带来的价格红利。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f422d994020c7370119ff89fb4a00e39\" tg-width=\"535\" tg-height=\"180\"/></p><p style=\"text-align: justify;\">西部数据和希捷在最近的财报中均超出市场预期。美光将于下月公布11月财季业绩，届时将进一步验证行业整体需求状况。</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>铠侠暴雷，希捷暴跌，“最火”的美国存储股全线重挫</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{ 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