nisyigg的个人主页 - 老虎社区

nisyigg

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IP属地：浙江

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11-13 18:58

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

11-13 23:18

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

10-31

‌$SanDisk Corp(SNDK)$ ‌什么情况到200‌就卡住了，上去就下来，你起码要涨到和希捷西部一个市值吧‌[看涨]

11-14 22:38

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

11-12 18:25

‌$美国超微公司(AMD)$ 今天的利好消息能不能再来个10%的涨幅‌‌[爱心] ‌[看涨] ‌

11-14 13:18

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

10-02

‌$美光科技(MU)$ 4个硬盘‌‌厂怎么就你盘前涨这么低啊‌‌‌‌[捂脸] ‌

11-07

‌$SanDisk Corp(SNDK)$ ‌‌‌止盈完就开始转跌了‌[惊吓] ‌还好跑了

10-24

$英伟达(NVDA)$ 今天终于要开始起飞了吗[财迷] 后面别又掉回180去了[捂脸]

10-03

‌$美光科技(MU)$ 闪迪都没HBM技术怎么盘前涨的比镁光还高啊看了有几天了，对它未来期待那么高吗？

10-28

‌$英伟达(NVDA)$ ‌这开局还以为要像10.9号一样一直往上冲‌[心碎] ‌

11-12 22:48

‌‌$美国超微公司(AMD)$ ‌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] ‌

08-20

$美国超微公司(AMD)$ 不会这周或这月都是回调吧？

10-29

‌$英伟达(NVDA)$ ‌盘前就这样起飞今天不会走一个高开低走吧？

10-09

‌$美国超微公司(AMD)$ ‌冲目标600‌[看涨] ‌

09-29

$美国超微公司(AMD)$ 今年还能涨回去吗[捂脸] 19的英特尔没买，买了高位amd[心碎]

11-10

‌‌$美国超微公司(AMD)$ ‌流入3个亿怎么才涨这么点，上涨阻力这么大吗？

11-07

‌$美国超微公司(AMD)$ ‌‌今晚不会继续大跳水吧‌‌

11-06

‌‌$美国超微公司(AMD)$ ‌一亿流入怎么涨不动的呢？‌[黑眼圈] ‌‌

11-04

‌$美国超微公司(AMD)$ ‌全在跌‌[惊吓] 盘内能不能涨上来爆一下空头啊

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‌7‌.8成期权都是看跌‌离谱这要是真给拉上来不得炸大半","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/500082560352368","isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088301988077380","authorId":"4088301988077380","name":"nisyigg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"4088301988077380","authorIdStr":"4088301988077380"},"content":"开局一柱擎天啊今天准备收割空头了？","text":"开局一柱擎天啊今天准备收割空头了？","html":"开局一柱擎天啊今天准备收割空头了？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":500078909641480,"gmtCreate":1763130091407,"gmtModify":1763130105983,"author":{"id":"4088301988077380","authorId":"4088301988077380","name":"nisyigg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088301988077380","authorIdStr":"4088301988077380"},"themes":[],"title":"","htmlText":"‌‌<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$ &nbsp;</a>‌盘前就这么疯你不会真要往570去了吧？‌真被特朗普做局啦？","listText":"‌‌<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$ &nbsp;</a>‌盘前就这么疯你不会真要往570去了吧？‌真被特朗普做局啦？","text":"‌‌$纳指100ETF(QQQ)$ ‌盘前就这么疯你不会真要往570去了吧？‌真被特朗普做局啦？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/500078909641480","isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":500006487994520,"gmtCreate":1763097529700,"gmtModify":1763097532032,"author":{"id":"4088301988077380","authorId":"4088301988077380","name":"nisyigg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088301988077380","authorIdStr":"4088301988077380"},"themes":[],"title":"","htmlText":"该逐步抄底了，大盘跌叠加铠侠因素闪迪直接跌麻了","listText":"该逐步抄底了，大盘跌叠加铠侠因素闪迪直接跌麻了","text":"该逐步抄底了，大盘跌叠加铠侠因素闪迪直接跌麻了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/500006487994520","repostId":"2583088545","repostType":2,"repost":{"id":"2583088545","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1763091166,"share":"https://www.laohu8.com/m/news/2583088545?lang=&edition=full","pubTime":"2025-11-14 11:32","market":"sg","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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‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499376811709008","isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":500006487994520,"gmtCreate":1763097529700,"gmtModify":1763097532032,"author":{"id":"4088301988077380","authorId":"4088301988077380","name":"nisyigg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088301988077380","authorIdStr":"4088301988077380"},"themes":[],"title":"","htmlText":"该逐步抄底了，大盘跌叠加铠侠因素闪迪直接跌麻了","listText":"该逐步抄底了，大盘跌叠加铠侠因素闪迪直接跌麻了","text":"该逐步抄底了，大盘跌叠加铠侠因素闪迪直接跌麻了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/500006487994520","repostId":"2583088545","repostType":2,"repost":{"id":"2583088545","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1763091166,"share":"https://www.laohu8.com/m/news/2583088545?lang=&edition=full","pubTime":"2025-11-14 11:32","market":"sg","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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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n铠侠暴雷，希捷暴跌，“最火”的美国存储股全线重挫\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-14 11:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3759349><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<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。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...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3759349\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"MU":"美光科技","STX":"希捷科技","WDC":"西部数据","SNDK":"SanDisk 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‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/484898264306344","isVote":1,"tweetType":1,"viewCount":1564,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3463762206725155","authorId":"3463762206725155","name":"桃子3","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3463762206725155","authorIdStr":"3463762206725155"},"content":"其他3个是那些呀","text":"其他3个是那些呀","html":"其他3个是那些呀"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497662257255256,"gmtCreate":1762522737445,"gmtModify":1762829119645,"author":{"id":"4088301988077380","authorId":"4088301988077380","name":"nisyigg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088301988077380","authorIdStr":"4088301988077380"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/SNDK\">$SanDisk 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