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Monkey D luffy

Monkey D luffy

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02-05

$Palantir Technologies Inc.(PLTR)$ 还下杀啊？疯了吧

02-04

$Palantir Technologies Inc.(PLTR)$ 昨天财报那么好，今天跌 7%，你真是吊

02-04

人才

大行评级丨高盛：下调Palantir目标价至182美元，长期仍面临生态系统风险

02-03

$Palantir Technologies Inc.(PLTR)$ 加仓了，上 200 不是问题

01-30

$Palantir Technologies Inc.(PLTR)$ 洗盘

01-22

$Palantir Technologies Inc.(PLTR)$ 老子被你戏弄几次了，操你马

2025-11-20

上次听分析师的把我💩都亏出来了

分析师：英伟达业绩惊人，但利好消息都已充分反映在当前股价中

2025-11-17

我也买过小米的路由器，体重秤，音响，都是一年坏，确实垃圾

2025-11-13

空头完蛋了

大空头伯里与Palantir在人工智能交易上对立

2025-10-27

看控英伟达，人才

给出100美元目标价！英伟达“唯一的空头”：这不是我第一次看到泡沫

2025-10-17

那为什么今天跌成屎了

甲骨文披露订单已超5000亿美元，预期AI基建毛利率可达35%

2025-10-17

$甲骨文(ORCL)$ 你怎么了，兄弟

2025-10-17

瞎报道

甲骨文公司债务现已超过5000亿美元

2025-10-08

$紫金黄金国际(02259)$ 涨啊，我不想接盘！！

2025-10-07

老子刚买就遇到黑天鹅？

甲骨文租赁英伟达芯片服务器的毛利率在过去一年平均约为16%

2025-10-07

低走了

异动解读 | 人工智能基础设施需求旺盛，CoreWeave盘中大涨5.05%

2025-10-02

Replying to @和硕怡亲王:做空美股，这辈子有了😁😁😁//@和硕怡亲王:我和你差不多，我空的指数和特斯拉。每天都睡不好。

2025-09-30

$甲骨文(ORCL)$ 等你再跌跌，企稳了我再买[笑哭] [笑哭] [笑哭] [笑哭]

2025-09-30

分析师都喜欢瞎放屁，上次我准备买甲骨文，分析师说甲骨文太依赖 openAi，不看好，我就没买，后来甲骨文涨了 30%，分析师当笑话听听得了

美股“泡沫警报”响起！三大趋势预示1999年狂欢前夜重现

2025-09-29

$博通(AVGO)$ 大哥，你怎么又高开低走了，别整我

去老虎APP查看更多动态

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21:08","market":"hk","language":"zh","title":"大行评级丨高盛：下调Palantir目标价至182美元，长期仍面临生态系统风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2608364414","media":"格隆汇","summary":"高盛发表研报指，Palantir第四季营收超出市场预期5%，EBIT利润率高出约500个基点。2026年营收指引高于市场预期14%，EBIT利润率高出约700个基点。Palantir是少数几间因人工智","content":"<html><body><p>高盛发表研报指，Palantir第四季营收超出市场预期5%，EBIT利润率高出约500个基点。2026年营收指引高于市场预期14%，EBIT利润率高出约700个基点。Palantir是少数几间因人工智能部署而受惠的软件公司之一，该行对公司短期展望持积极态度，但长期仍面临生态系统风险，即总可用市场规模将增加，但随着竞争加剧，成功率可能下降及估值问题，故此对该股维持“中性”评级，目标价由188美元下调至182美元。</p></body></html>","source":"live_gelonghui","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>大行评级丨高盛：下调Palantir目标价至182美元，长期仍面临生态系统风险</title>\n<style 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href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTG":"2倍做多PLTR ETF-Leverage Shares","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4588":"碎股","PTIR":"2倍做多PLTR ETF-GraniteShares","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","PLTU":"2倍做多PLTR ETF-Direxion","PLTR":"Palantir Technologies Inc.","BK4023":"应用软件","PLTW":"PLTR周配息ETF-Roundhill","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4543":"AI","PLTY":"PLTR期权收益策略ETF-YieldMax","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","PLTZ":"2倍做空PLTR ETF-Defiance","BK4585":"ETF&股票定投概念","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","PLT":"Defiance Leveraged Long Plus Income PLTR ETF","PLTA":"ProShares Ultra PLTR ETF","BK4547":"WSB热门概念","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) 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09:12","market":"us","language":"zh","title":"分析师：英伟达业绩惊人，但利好消息都已充分反映在当前股价中","url":"https://stock-news.laohu8.com/highlight/detail?id=1154056305","media":"老虎資訊","summary":"有分析师表示，英伟达第三季度业绩显示，其增长和盈利能力依旧惊人，但并未能揭示这种势头能持续多久。虽然人工智能或许终将证明自己与以往的狂热时期不同，但英伟达近期投资节奏高涨的旋律依然带来熟悉的警示。CFRA Research 首席投资策略师 Sam Stovall 表示：“英伟达刚刚打出了一记全垒打。这将让投资者松一口气，因为当前及预期的持续增长表明，其估值或许没有此前担忧的那般虚高。”","content":"<html><head></head><body><p>有分析师表示，英伟达第三季度业绩显示，其增长和盈利能力依旧惊人，但并未能揭示这种势头能持续多久。据 2026 财年第三季度报告，公司营收达 570 亿美元，同比增长 62%，其毛利率达到 74%。与此同时，公司正在对众多小型互补型企业进行分大量投资，以争夺更大市场份额并保持投资循环不息。总体而言，企业通常在利润滚滚而来时进行风险投资，但谨慎依然必要的。由于 AI 仍属萌芽阶段，其长期需求本质上难以预测。正如同互联网和电信泡沫所证明的那样，设备兜售商并非不会犯过度乐观的错误。虽然人工智能或许终将证明自己与以往的狂热时期不同，但英伟达近期投资节奏高涨的旋律依然带来熟悉的警示。</p><p>CFRA Research 首席投资策略师 Sam Stovall 表示：“英伟达刚刚打出了一记全垒打。这将让投资者松一口气，因为当前及预期的持续增长表明，其估值或许没有此前担忧的那般虚高。” 投资研究公司 New Constructs 的首席执行官 David Trainer 则表示：“这正是市场需要的强心剂。不过我提醒大家注意的是，所有利好消息都已充分反映在当前股价中。</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：英伟达业绩惊人，但利好消息都已充分反映在当前股价中</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; 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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：英伟达业绩惊人，但利好消息都已充分反映在当前股价中\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059071526\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎資訊 </p>\n<p class=\"h-time\">2025-11-20 09:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>有分析师表示，英伟达第三季度业绩显示，其增长和盈利能力依旧惊人，但并未能揭示这种势头能持续多久。据 2026 财年第三季度报告，公司营收达 570 亿美元，同比增长 62%，其毛利率达到 74%。与此同时，公司正在对众多小型互补型企业进行分大量投资，以争夺更大市场份额并保持投资循环不息。总体而言，企业通常在利润滚滚而来时进行风险投资，但谨慎依然必要的。由于 AI 仍属萌芽阶段，其长期需求本质上难以预测。正如同互联网和电信泡沫所证明的那样，设备兜售商并非不会犯过度乐观的错误。虽然人工智能或许终将证明自己与以往的狂热时期不同，但英伟达近期投资节奏高涨的旋律依然带来熟悉的警示。</p><p>CFRA Research 首席投资策略师 Sam Stovall 表示：“英伟达刚刚打出了一记全垒打。这将让投资者松一口气，因为当前及预期的持续增长表明，其估值或许没有此前担忧的那般虚高。” 投资研究公司 New Constructs 的首席执行官 David Trainer 则表示：“这正是市场需要的强心剂。不过我提醒大家注意的是，所有利好消息都已充分反映在当前股价中。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/92a41d20711c9fa4b2aa3cc62ea62948","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154056305","content_text":"有分析师表示，英伟达第三季度业绩显示，其增长和盈利能力依旧惊人，但并未能揭示这种势头能持续多久。据 2026 财年第三季度报告，公司营收达 570 亿美元，同比增长 62%，其毛利率达到 74%。与此同时，公司正在对众多小型互补型企业进行分大量投资，以争夺更大市场份额并保持投资循环不息。总体而言，企业通常在利润滚滚而来时进行风险投资，但谨慎依然必要的。由于 AI 仍属萌芽阶段，其长期需求本质上难以预测。正如同互联网和电信泡沫所证明的那样，设备兜售商并非不会犯过度乐观的错误。虽然人工智能或许终将证明自己与以往的狂热时期不同，但英伟达近期投资节奏高涨的旋律依然带来熟悉的警示。CFRA Research 首席投资策略师 Sam Stovall 表示：“英伟达刚刚打出了一记全垒打。这将让投资者松一口气，因为当前及预期的持续增长表明，其估值或许没有此前担忧的那般虚高。” 投资研究公司 New Constructs 的首席执行官 David Trainer 则表示：“这正是市场需要的强心剂。不过我提醒大家注意的是，所有利好消息都已充分反映在当前股价中。","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":1785,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3469792557650124","authorId":"3469792557650124","name":"DBuyer","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3469792557650124","authorIdStr":"3469792557650124"},"content":"分析师自己也亏成💩了","text":"分析师自己也亏成💩了","html":"分析师自己也亏成💩了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501066499743952,"gmtCreate":1763371448678,"gmtModify":1763371569630,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D 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Burry）披露了对<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>的看跌期权并批评了大型科技公司的折旧操作。而Palantir的CEO则在公司今年营收强劲增<span>长和</span><span></span>股价飙升的情况下驳斥了这一做空论点。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：张俊 SF065</p>\n</div></body></html>","source":"sina","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>大空头伯里与Palantir在人工智能交易上对立</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\">\n大空头伯里与Palantir在人工智能交易上对立\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-12 00:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2025-11-12/doc-infxahpp1659477.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>著名大空头迈克尔·伯里（Michael Burry）披露了对Palantir的看跌期权并批评了大型科技公司的折旧操作。而Palantir的CEO则在公司今年营收强劲增长和股价飙升的情况下驳斥了这一做空论点。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-11-12/doc-infxahpp1659477.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161631":"人工智能","BK4023":"应用软件","PLTR":"Palantir Technologies Inc.","BK4585":"ETF&股票定投概念","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4543":"AI","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","BK4613":"AI应用软件","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","BK4588":"碎股","BK4547":"WSB热门概念"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-11-12/doc-infxahpp1659477.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2582239396","content_text":"著名大空头迈克尔·伯里（Michael Burry）披露了对Palantir的看跌期权并批评了大型科技公司的折旧操作。而Palantir的CEO则在公司今年营收强劲增长和股价飙升的情况下驳斥了这一做空论点。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065","news_type":1,"symbols_score_info":{"161631":1.5,"PLTR":1.5}},"isVote":1,"tweetType":1,"viewCount":1418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493605732094768,"gmtCreate":1761530519979,"gmtModify":1761530522214,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D luffy","avatar":"https://static.tigerbbs.com/031a1e6e44c82b59d1b23f1834926953","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121237239794890","authorIdStr":"4121237239794890"},"themes":[],"htmlText":"看控英伟达，人才","listText":"看控英伟达，人才","text":"看控英伟达，人才","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493605732094768","repostId":"2578682591","repostType":2,"repost":{"id":"2578682591","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":1761519616,"share":"https://www.laohu8.com/m/news/2578682591?lang=zh_CN&edition=full","pubTime":"2025-10-27 07:00","market":"us","language":"zh","title":"给出100美元目标价！英伟达“唯一的空头”：这不是我第一次看到泡沫","url":"https://stock-news.laohu8.com/highlight/detail?id=2578682591","media":"华尔街见闻","summary":"Seaport Global分析师Jay Goldberg认为，当前英伟达的惊人增长，主要依赖于少数几家科技巨头的巨额资本支出。但巨额投入迄今为止所产生的实际回报非常有限。他认为，这种模式与科网泡沫时期的电信基础设施建设非常相似，当时思科等公司的股价因预期中的互联网流量而飙升，但当预期未能立即兑现时，股价便遭受重创。二十多年后，思科的股价仍未回到2000年的高点。","content":"<html><head></head><body><blockquote><p>Seaport Global分析师Jay Goldberg认为，当前英伟达的惊人增长，主要依赖于少数几家科技巨头的巨额资本支出。但巨额投入迄今为止所产生的实际回报非常有限。这种模式与科网泡沫时期的电信基础设施建设非常相似，“出于很大程度上的心理原因，我们将建起所有这些AI设施。在某个时候，支出将会停止，然后整个体系都会崩溃，我们将迎来一次重置。”</p></blockquote><p style=\"text-align: justify;\">在华尔街对英伟达的狂热追捧中，一位分析师正在逆流而行。</p><p style=\"text-align: justify;\">在覆盖英伟达的80名分析师中，Seaport Global Securities分析师Jay Goldberg给出了唯一的“卖出”评级，并将目标价定在100美元。</p><p style=\"text-align: justify;\">“围绕AI的所有炒作，我都持怀疑态度，” Goldberg在接受彭博采访时表示，“这不是我第一次看到泡沫。”</p><p style=\"text-align: justify;\">他将当前的局面类比为2000年前后的科网泡沫，并警告称，一旦支撑高估值的巨额支出放缓，市场格局可能会迅速逆转。</p><p style=\"text-align: justify;\">这一立场与市场的普遍乐观情绪形成鲜明对比，目前华尔街分析师的平均目标价约为220美元，预示着还有18%的上涨空间。</p><h2 id=\"72ae193f\">历史重演？剑指科网泡沫</h2><p style=\"text-align: justify;\">在Goldberg看来，当前英伟达的惊人增长，主要依赖于少数几家科技巨头的巨额资本支出。微软、Alphabet、亚马逊、Meta、甲骨文以及OpenAI这六家公司正在争相建设AI基础设施，它们的采购需求造就了英伟达高达4.5万亿美元的市值。</p><p style=\"text-align: justify;\">2025年，这五家上市公司预计资本开支将接近4000亿美元，OpenAI也承诺投入逾1万亿美元。</p><p style=\"text-align: justify;\">然而，Goldberg提醒投资者关注这些巨额投入迄今为止所产生的实际回报有多么有限。</p><p style=\"text-align: justify;\">他认为，<strong>这种模式与科网泡沫时期的电信基础设施建设非常相似，当时思科等公司的股价因预期中的互联网流量而飙升，但当预期未能立即兑现时，股价便遭受重创。二十多年后，思科的股价仍未回到2000年的高点。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/23e999d84c827d5663b03bb140b93dff\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">Goldberg警告：</p><blockquote><p style=\"text-align: justify;\">我们现在看到的模式与当时的感觉非常相似。</p><p style=\"text-align: justify;\"><strong>出于很大程度上的心理原因，我们将建起所有这些AI设施。在某个时候，支出将会停止，然后整个体系都会崩溃，我们将迎来一次重置。</strong></p></blockquote><h2 id=\"1d136c37\">电力、杠杆与有限的上行空间</h2><p style=\"text-align: justify;\">除了历史对比，Goldberg还表示，既然市场观点认为英伟达的AI芯片已基本售罄，那么股价进一步上涨的空间来自哪里，这是一个疑问。“上行的驱动因素并不多”。</p><p style=\"text-align: justify;\">Goldberg同时质疑为所有新建数据中心提供增量电力的来源尚未明确。此外，围绕数据中心开发的杠杆正在不断累积：</p><blockquote><p style=\"text-align: justify;\">当你追溯所有这些GPU的去向时，你会深入到“新云”（neoclouds）以及所有正在发生的电力和房地产交易的细节中。</p><p style=\"text-align: justify;\">很容易想见，某个不起眼的公司倒下，就可能引发整个供应链的连锁反应。</p></blockquote><p style=\"text-align: justify;\">值得注意的是，Goldberg的“卖出”评级并非建议投资者做空该股。<strong>他明确表示自己钦佩英伟达及其首席执行官黄仁勋的领导力。在他看来，“卖出”意味着他预计该股的表现将逊于博通、高通和AMD等同行。</strong></p><h2 id=\"ai\">华尔街对AI泡沫的担忧渐增</h2><p style=\"text-align: justify;\">尽管Jay Goldberg是唯一给出“卖出”评级的分析师，但他对AI泡沫的担忧情绪在华尔街并非个例。</p><p style=\"text-align: justify;\">高盛首席执行官David Solomon最近就将当前的AI热潮与科网泡沫时期的狂热进行了比较。</p><p style=\"text-align: justify;\">据美国银行最新的全球基金经理调查显示，认为AI股票存在泡沫的受访者比例创下历史新高。甚至OpenAI的首席执行官Sam Altman在被问及是否存在AI泡沫时，也给出了肯定的回答。这些声音都为Goldberg的逆向思维提供了一定程度的佐证。</p><p style=\"text-align: justify;\"> Goldberg谈到他的看空评级时也表示：</p><blockquote><p style=\"text-align: justify;\"><strong>我没有收到任何一个人反驳我的论点。</strong></p><p style=\"text-align: justify;\"><strong>有人说我太早了……但没有人说我是个疯子。</strong>我想我们都看到了，AI领域存在一些过度繁荣的迹象，虽然英伟达是一家好公司，但它并非不朽。</p></blockquote><h2 id=\"b07d6e0a\">压倒性看涨：“现在仍是早期阶段”</h2><p style=\"text-align: justify;\">尽管Goldberg发出了泡沫警告，但华尔街的主流观点仍然坚定看涨。在80名覆盖英伟达的分析师中，有73人给予了相当于“买入”的评级，另有6人持“持有”看法。</p><p style=\"text-align: justify;\">Clearstead Advisors的高级董事总经理Jim Awad表示：</p><blockquote><p style=\"text-align: justify;\">AI是一个持续多年的代际周期，我们还处于早期阶段，甚至还没到中期。英伟达是其中的重要参与者，它正在为经济和股市提供动力。”该公司持有英伟达股票。</p></blockquote><p style=\"text-align: justify;\">Harding Loevner LP的投资组合经理Moon Surana也表达了类似看法，他认为现在仍处于投资阶段的早期，</p><blockquote><p style=\"text-align: justify;\">目前还没有出现产能过剩的迹象，没有任何GPU处于闲置状态。</p></blockquote><p style=\"text-align: justify;\">市场上最乐观的分析师是汇丰银行的Frank Lee，他最近将英伟达的评级上调至“买入”，目标价高达320美元，理由是AI加速器的市场需求将超越目前最大的几家客户。</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>给出100美元目标价！英伟达“唯一的空头”：这不是我第一次看到泡沫</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{ 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{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给出100美元目标价！英伟达“唯一的空头”：这不是我第一次看到泡沫\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-27 07:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3757915><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Seaport Global分析师Jay Goldberg认为，当前英伟达的惊人增长，主要依赖于少数几家科技巨头的巨额资本支出。但巨额投入迄今为止所产生的实际回报非常有限。这种模式与科网泡沫时期的电信基础设施建设非常相似，“出于很大程度上的心理原因，我们将建起所有这些AI设施。在某个时候，支出将会停止，然后整个体系都会崩溃，我们将迎来一次重置。”在华尔街对英伟达的狂热追捧中，一位分析师正在逆流而行...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3757915\">网页链接</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":{"NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3757915","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2578682591","content_text":"Seaport Global分析师Jay Goldberg认为，当前英伟达的惊人增长，主要依赖于少数几家科技巨头的巨额资本支出。但巨额投入迄今为止所产生的实际回报非常有限。这种模式与科网泡沫时期的电信基础设施建设非常相似，“出于很大程度上的心理原因，我们将建起所有这些AI设施。在某个时候，支出将会停止，然后整个体系都会崩溃，我们将迎来一次重置。”在华尔街对英伟达的狂热追捧中，一位分析师正在逆流而行。在覆盖英伟达的80名分析师中，Seaport Global Securities分析师Jay Goldberg给出了唯一的“卖出”评级，并将目标价定在100美元。“围绕AI的所有炒作，我都持怀疑态度，” Goldberg在接受彭博采访时表示，“这不是我第一次看到泡沫。”他将当前的局面类比为2000年前后的科网泡沫，并警告称，一旦支撑高估值的巨额支出放缓，市场格局可能会迅速逆转。这一立场与市场的普遍乐观情绪形成鲜明对比，目前华尔街分析师的平均目标价约为220美元，预示着还有18%的上涨空间。历史重演？剑指科网泡沫在Goldberg看来，当前英伟达的惊人增长，主要依赖于少数几家科技巨头的巨额资本支出。微软、Alphabet、亚马逊、Meta、甲骨文以及OpenAI这六家公司正在争相建设AI基础设施，它们的采购需求造就了英伟达高达4.5万亿美元的市值。2025年，这五家上市公司预计资本开支将接近4000亿美元，OpenAI也承诺投入逾1万亿美元。然而，Goldberg提醒投资者关注这些巨额投入迄今为止所产生的实际回报有多么有限。他认为，这种模式与科网泡沫时期的电信基础设施建设非常相似，当时思科等公司的股价因预期中的互联网流量而飙升，但当预期未能立即兑现时，股价便遭受重创。二十多年后，思科的股价仍未回到2000年的高点。Goldberg警告：我们现在看到的模式与当时的感觉非常相似。出于很大程度上的心理原因，我们将建起所有这些AI设施。在某个时候，支出将会停止，然后整个体系都会崩溃，我们将迎来一次重置。电力、杠杆与有限的上行空间除了历史对比，Goldberg还表示，既然市场观点认为英伟达的AI芯片已基本售罄，那么股价进一步上涨的空间来自哪里，这是一个疑问。“上行的驱动因素并不多”。Goldberg同时质疑为所有新建数据中心提供增量电力的来源尚未明确。此外，围绕数据中心开发的杠杆正在不断累积：当你追溯所有这些GPU的去向时，你会深入到“新云”（neoclouds）以及所有正在发生的电力和房地产交易的细节中。很容易想见，某个不起眼的公司倒下，就可能引发整个供应链的连锁反应。值得注意的是，Goldberg的“卖出”评级并非建议投资者做空该股。他明确表示自己钦佩英伟达及其首席执行官黄仁勋的领导力。在他看来，“卖出”意味着他预计该股的表现将逊于博通、高通和AMD等同行。华尔街对AI泡沫的担忧渐增尽管Jay Goldberg是唯一给出“卖出”评级的分析师，但他对AI泡沫的担忧情绪在华尔街并非个例。高盛首席执行官David Solomon最近就将当前的AI热潮与科网泡沫时期的狂热进行了比较。据美国银行最新的全球基金经理调查显示，认为AI股票存在泡沫的受访者比例创下历史新高。甚至OpenAI的首席执行官Sam Altman在被问及是否存在AI泡沫时，也给出了肯定的回答。这些声音都为Goldberg的逆向思维提供了一定程度的佐证。 Goldberg谈到他的看空评级时也表示：我没有收到任何一个人反驳我的论点。有人说我太早了……但没有人说我是个疯子。我想我们都看到了，AI领域存在一些过度繁荣的迹象，虽然英伟达是一家好公司，但它并非不朽。压倒性看涨：“现在仍是早期阶段”尽管Goldberg发出了泡沫警告，但华尔街的主流观点仍然坚定看涨。在80名覆盖英伟达的分析师中，有73人给予了相当于“买入”的评级，另有6人持“持有”看法。Clearstead Advisors的高级董事总经理Jim Awad表示：AI是一个持续多年的代际周期，我们还处于早期阶段，甚至还没到中期。英伟达是其中的重要参与者，它正在为经济和股市提供动力。”该公司持有英伟达股票。Harding Loevner LP的投资组合经理Moon Surana也表达了类似看法，他认为现在仍处于投资阶段的早期，目前还没有出现产能过剩的迹象，没有任何GPU处于闲置状态。市场上最乐观的分析师是汇丰银行的Frank Lee，他最近将英伟达的评级上调至“买入”，目标价高达320美元，理由是AI加速器的市场需求将超越目前最大的几家客户。","news_type":1,"symbols_score_info":{"NVDA":1.5}},"isVote":1,"tweetType":1,"viewCount":1393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490238927282904,"gmtCreate":1760714518086,"gmtModify":1760716069467,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D luffy","avatar":"https://static.tigerbbs.com/031a1e6e44c82b59d1b23f1834926953","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121237239794890","authorIdStr":"4121237239794890"},"themes":[],"htmlText":"那为什么今天跌成屎了","listText":"那为什么今天跌成屎了","text":"那为什么今天跌成屎了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490238927282904","repostId":"2576775464","repostType":2,"repost":{"id":"2576775464","kind":"news","pubTimestamp":1760647634,"share":"https://www.laohu8.com/m/news/2576775464?lang=zh_CN&edition=full","pubTime":"2025-10-17 04:47","market":"us","language":"zh","title":"甲骨文披露订单已超5000亿美元，预期AI基建毛利率可达35%","url":"https://stock-news.laohu8.com/highlight/detail?id=2576775464","media":"华尔街见闻","summary":"甲骨文在拉斯维加斯年度投资者大会上举例说明，一个为期六年、总收入600亿美元的AI基础设施项目，毛利率可达35%。甲骨文公司首次披露大型AI基础设施项目的利润率预期，缓解了投资者对这项关键新业务盈利能力的担忧。此外甲骨文指出现在剩余履约义务超过5000亿美元，并预计到2030财年营收将达到2250亿美元。在截至今年8月末的2026财年第一财季，甲骨文云业务总收入72亿美元，同比增长28%。","content":"<html><head></head><body><blockquote><p>甲骨文在拉斯维加斯年度投资者大会上举例说明，一个为期六年、总收入600亿美元的AI基础设施项目，毛利率可达35%。此外甲骨文指出现在剩余履约义务（RPO）超过5000亿美元，并预计到2030财年营收将达到2250亿美元。市场对AI基础设施业务盈利能力的信心增强，甲骨文股价收涨超3%，盘中一度上涨近6%。</p></blockquote><p style=\"text-align: justify;\">甲骨文公司首次披露大型AI基础设施项目的利润率预期，缓解了投资者对这项关键新业务盈利能力的担忧。</p><p style=\"text-align: justify;\">10月16日，甲骨文在拉斯维加斯年度投资者大会上以具体案例说明了AI基础设施业务的盈利前景。<strong>一个为期六年、总收入600亿美元的AI基础设施项目，毛利率可达35%。</strong></p><p style=\"text-align: justify;\"><strong>此外甲骨文指出现在剩余履约义务（RPO）超过5000亿美元，并预计到2030财年营收将达到2250亿美元。</strong></p><p style=\"text-align: justify;\">此前，尽管甲骨文与OpenAI、Meta和马斯克旗下xAI等客户签署了大量AI数据中心开发协议，提振了公司估值，但华尔街一直质疑此类业务的盈利性。华尔街上周曾提及，甲骨文部分AI云服务的毛利率仅为14%。</p><p style=\"text-align: justify;\">彭博行业研究分析师Anurag Rana表示：</p><blockquote><p style=\"text-align: justify;\">新披露的数据有助于平息对盈利能力较低的担忧。</p></blockquote><p style=\"text-align: justify;\">这一数据披露后，市场对AI基础设施业务盈利能力的信心增强，甲骨文股价收涨超3%，盘中一度上涨近6%，同时也带动同行业公司CoreWeave股价上扬。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/11668227fe322015488ddabb98ca618b\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"26beafb8\">财报业绩强劲但此前市场存疑</h2><p style=\"text-align: justify;\">甲骨文第一财季业绩强劲，但备受关注的云业务上周被爆利润率逊色，因租用英伟达的先进芯片而面临盈利压力。</p><p style=\"text-align: justify;\">甲骨文上月公布的财报显示强劲的增长动能。在截至今年8月末的2026财年第一财季，甲骨文云业务总收入72亿美元，同比增长28%。当季云基础设施（OCI）业务收入33亿美元，同比增长55%。</p><p style=\"text-align: justify;\">最令市场瞩目的是，<strong>当时甲骨文公布第一财季的剩余履约义务（RPO）、即积压订单价值同比激增359%，增至4550亿美元。</strong>这主要受益于与OpenAI等AI公司签署的大额长期合同。</p><p style=\"text-align: justify;\">但是上周二据媒体报道，甲骨文AI云业务在过去一年中面临多重财务压力。</p><p style=\"text-align: justify;\">在截至8月末的公司上一财季，甲骨文的服务器租赁录得收入9亿美元、毛利1.25亿美元，<strong>相当于每1美元销售额获得0.14美元利润，即毛利率14%。</strong></p><p style=\"text-align: justify;\"><strong>这低于许多非科技零售企业的毛利率，而且远低于甲骨文传统软件业务约70%的整体毛利率。</strong></p><p style=\"text-align: justify;\">据报道在某些情况下，甲骨文因小批量租赁英伟达新旧版本的芯片而录得“相当多”的亏损，<strong>比如上一财季就因租赁英伟达的新版Blackwell架构芯片而亏损近1亿美元。</strong></p></body></html>","source":"wallstreetcn_api","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>甲骨文披露订单已超5000亿美元，预期AI基建毛利率可达35%</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\">\n甲骨文披露订单已超5000亿美元，预期AI基建毛利率可达35%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-17 04:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3757338><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>甲骨文在拉斯维加斯年度投资者大会上举例说明，一个为期六年、总收入600亿美元的AI基础设施项目，毛利率可达35%。此外甲骨文指出现在剩余履约义务（RPO）超过5000亿美元，并预计到2030财年营收将达到2250亿美元。市场对AI基础设施业务盈利能力的信心增强，甲骨文股价收涨超3%，盘中一度上涨近6%。甲骨文公司首次披露大型AI基础设施项目的利润率预期，缓解了投资者对这项关键新业务盈利能力的担忧。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3757338\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c35c8a27605936ee42c5dc8842ec36a","relate_stocks":{"ORCL":"甲骨文"},"source_url":"https://wallstreetcn.com/articles/3757338","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2576775464","content_text":"甲骨文在拉斯维加斯年度投资者大会上举例说明，一个为期六年、总收入600亿美元的AI基础设施项目，毛利率可达35%。此外甲骨文指出现在剩余履约义务（RPO）超过5000亿美元，并预计到2030财年营收将达到2250亿美元。市场对AI基础设施业务盈利能力的信心增强，甲骨文股价收涨超3%，盘中一度上涨近6%。甲骨文公司首次披露大型AI基础设施项目的利润率预期，缓解了投资者对这项关键新业务盈利能力的担忧。10月16日，甲骨文在拉斯维加斯年度投资者大会上以具体案例说明了AI基础设施业务的盈利前景。一个为期六年、总收入600亿美元的AI基础设施项目，毛利率可达35%。此外甲骨文指出现在剩余履约义务（RPO）超过5000亿美元，并预计到2030财年营收将达到2250亿美元。此前，尽管甲骨文与OpenAI、Meta和马斯克旗下xAI等客户签署了大量AI数据中心开发协议，提振了公司估值，但华尔街一直质疑此类业务的盈利性。华尔街上周曾提及，甲骨文部分AI云服务的毛利率仅为14%。彭博行业研究分析师Anurag Rana表示：新披露的数据有助于平息对盈利能力较低的担忧。这一数据披露后，市场对AI基础设施业务盈利能力的信心增强，甲骨文股价收涨超3%，盘中一度上涨近6%，同时也带动同行业公司CoreWeave股价上扬。财报业绩强劲但此前市场存疑甲骨文第一财季业绩强劲，但备受关注的云业务上周被爆利润率逊色，因租用英伟达的先进芯片而面临盈利压力。甲骨文上月公布的财报显示强劲的增长动能。在截至今年8月末的2026财年第一财季，甲骨文云业务总收入72亿美元，同比增长28%。当季云基础设施（OCI）业务收入33亿美元，同比增长55%。最令市场瞩目的是，当时甲骨文公布第一财季的剩余履约义务（RPO）、即积压订单价值同比激增359%，增至4550亿美元。这主要受益于与OpenAI等AI公司签署的大额长期合同。但是上周二据媒体报道，甲骨文AI云业务在过去一年中面临多重财务压力。在截至8月末的公司上一财季，甲骨文的服务器租赁录得收入9亿美元、毛利1.25亿美元，相当于每1美元销售额获得0.14美元利润，即毛利率14%。这低于许多非科技零售企业的毛利率，而且远低于甲骨文传统软件业务约70%的整体毛利率。据报道在某些情况下，甲骨文因小批量租赁英伟达新旧版本的芯片而录得“相当多”的亏损，比如上一财季就因租赁英伟达的新版Blackwell架构芯片而亏损近1亿美元。","news_type":1,"symbols_score_info":{"ORCL":1.5}},"isVote":1,"tweetType":1,"viewCount":1583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490217442632040,"gmtCreate":1760709509226,"gmtModify":1760709510956,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251017043736a6bd9154&s=b><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>甲骨文 公司债务现已超过5000亿美元。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251017043736a6bd9154&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","BK4585":"ETF&股票定投概念","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL 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涨啊，我不想接盘！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/486894357492608","isVote":1,"tweetType":1,"viewCount":3669,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493359761462174","authorId":"3493359761462174","name":"GLA","avatar":"https://static.tigerbbs.com/070ae2a9e1ce414b25abe707f0cf9f1e","crmLevel":3,"crmLevelSwitch":0,"idStr":"3493359761462174","authorIdStr":"3493359761462174"},"content":"这么好的股票，怎么会接盘呢？一个月之后翻倍信不","text":"这么好的股票，怎么会接盘呢？一个月之后翻倍信不","html":"这么好的股票，怎么会接盘呢？一个月之后翻倍信不"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486690457722944,"gmtCreate":1759849977097,"gmtModify":1759852614212,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D 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23:09","market":"us","language":"zh","title":"甲骨文租赁英伟达芯片服务器的毛利率在过去一年平均约为16%","url":"https://stock-news.laohu8.com/highlight/detail?id=1135030748","media":"美股速递","summary":"甲骨文租赁英伟达芯片服务器的毛利率在过去一年平均约为16%。","content":"<p>甲骨文租赁英伟达芯片服务器的毛利率在过去一年平均约为16%。</p>","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>甲骨文租赁英伟达芯片服务器的毛利率在过去一年平均约为16%</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甲骨文租赁英伟达芯片服务器的毛利率在过去一年平均约为16%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1004306016\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股速递 </p>\n<p class=\"h-time\">2025-10-07 23:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>甲骨文租赁英伟达芯片服务器的毛利率在过去一年平均约为16%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0444971666.USD":"天利全球科技基金","BK4543":"AI","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) 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22:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周一盘中，人工智能基础设施提供商CoreWeave, Inc.（股票代码：CRWV）股价大幅上涨5.05%，引发市场关注。</p>\n\n<p>此次股价上涨主要得益于CoreWeave在人工智能基础设施领域的强劲表现。最新消息显示，该公司与社交媒体巨头Meta签署了一项价值140亿美元的重大协议，为Facebook母公司提供计算能力。这一大规模合作凸显了CoreWeave在快速增长的AI市场中的关键地位。</p>\n\n<p>值得注意的是，CoreWeave不仅与Meta建立了合作关系，还与其他科技巨头保持密切联系。今年3月，公司与OpenAI签订了一份为期5年、价值119亿美元的合同。此外，CoreWeave还与支持者英伟达签署了价值63亿美元的初始订单，这些交易进一步巩固了公司在AI基础设施市场的地位。随着人工智能技术的快速发展和应用范围的不断扩大，CoreWeave作为核心基础设施提供商的价值日益凸显，这也解释了投资者对该公司股票的热情。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWV":"CoreWeave, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177135918","content_text":"周一盘中，人工智能基础设施提供商CoreWeave, 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17:55","market":"us","language":"zh","title":"美股“泡沫警报”响起！三大趋势预示1999年狂欢前夜重现","url":"https://stock-news.laohu8.com/highlight/detail?id=2571007048","media":"智通财经网","summary":"一场堪比互联网泡沫的危机正在悄然酝酿。","content":"<html><head></head><body><p>9月29日，尽管就业和房地产市场出现了越来越多的不利迹象，但美国主要股指仍持续上涨。整体经济增长似乎依然强劲。但分析师警告称，一场堪比互联网泡沫的危机正在悄然酝酿。</p><p>美国经济和股市受到巨额且不可持续的财政赤字支出以及人工智能支出爆炸式增长的推动。</p><p>包括亿万富翁基金经理大卫·艾因霍恩在内的人士开始担忧巨额人工智能投资是否会带来回报。《哈佛商业评论》最近也发表了一项研究，对人工智能是否能真正提高生产力提出了质疑。</p><p>在Seeking Alpha撰稿人Bret Jensen看来，当前的经济/市场形势越来越像1999年的情景，也就是2000年初互联网泡沫破裂前的那段时间。</p><p>Jensen强调，当前市场/经济中的三个关键趋势与1999年互联网繁荣末期情况惊人地相似。</p><p><strong>1.估值已变得&#34;疯狂&#34;</strong></p><p>高估值或许是这两个时期最明显的相似之处。<a href=\"https://laohu8.com/S/161125\">标普500</a>信息技术板块的预期市销率达到8.8倍。这远高于互联网繁荣末期的水平，也是有史以来的最高水平。</p><p>标普500信息技术板块的预期市销率</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4ffaf1bdc4807b4aae53f0a2ee646bc\" tg-width=\"640\" tg-height=\"343\"/></p><p>席勒市盈率接近40，这在历史上仅出现过两次，目前略低于1999年达到的水平。据悉，“席勒市盈率”，即周期调整市盈率(CAPE)，剔除通胀因素后用10年的平均盈利来计算市盈率，可以平滑经济周期对估值的影响。过往数据显示，美股CAPE超过25倍就进入“非理性繁荣”的疯狂期。</p><p>席勒市盈率接近40</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68e63da95b846d05d263d250f7157867\" tg-width=\"762\" tg-height=\"373\"/></p><p>另外，股票市值和GDP之比达到历史高位，这一比率也被称为“巴菲特指标”，衡量整个市场的超买程度。</p><p>巴菲特指标达创纪录高位</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce7ffa8cc62c35bb79de217f9865f27f\" tg-width=\"756\" tg-height=\"529\"/></p><p><strong>2.“供应商融资”回归</strong></p><p>年长的投资者可能还记得“供应商融资”曾迅猛增长。在这种模式中，像<a href=\"https://laohu8.com/S/CSCO\">思科</a>(CSCO.US)这样的供应商会在销售的同时，以优惠的条件为购买其设备的客户提供融资服务。</p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)上周宣布，将向OpenAI投资至多1000亿美元，助力这家ChatGPT母公司大规模建设搭载英伟达芯片的数据中心。</p><p>华尔街分析师对这笔交易看法不一。看涨者认为，这进一步证明了人工智能基础设施业务的蓬勃发展。而看跌者则认为，这只是英伟达在帮助一个资金匮乏的客户。</p><p>部分人士还表示，这笔“投资”似乎是换了个幌子的供应商融资。</p><p><strong>3.市场表现分化</strong></p><p>1999年末，<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)是整个股市中价值最高的股票，其市值达到了约6000亿美元。这令人瞩目，但这一数值仅占当时法国年度GDP的约三分之一。</p><p>正如现在一样，互联网繁荣末期市场出现了明显的两极分化，市值排名前十的股票约占整个市场总价值的40%。唯一一家在25年前就位列前十的公司是微软。</p><p>然而，如今英伟达的市值略高于4.3万亿美元，远超英国(3.6万亿美元)和法国(略低于3.2万亿美元)的年度GDP。微软和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)的市值也接近4.3万亿美元。Alphabet (GOOG.US,GOOGL.US)的市值为3万亿美元。</p><p>那么，这次会有所不同吗?</p><p>Seeking Alpha的Jensen表示，FOMO(投资错失恐惧症)、动量、算法交易程序和被动指数投资等因素共同作用，可以让股市在脱离合理估值后持续处于高位。然而，随着时间的推移，高估值难以持续。对于投资者而言，这次的情况并不会有所不同。</p></body></html>","source":"highlight_zhitongcaijin","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>美股“泡沫警报”响起！三大趋势预示1999年狂欢前夜重现</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; 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href=\"http://www.zhitongcaijing.com/content/detail/1350560.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"http://www.zhitongcaijing.com/content/detail/1350560.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2571007048","content_text":"9月29日，尽管就业和房地产市场出现了越来越多的不利迹象，但美国主要股指仍持续上涨。整体经济增长似乎依然强劲。但分析师警告称，一场堪比互联网泡沫的危机正在悄然酝酿。美国经济和股市受到巨额且不可持续的财政赤字支出以及人工智能支出爆炸式增长的推动。包括亿万富翁基金经理大卫·艾因霍恩在内的人士开始担忧巨额人工智能投资是否会带来回报。《哈佛商业评论》最近也发表了一项研究，对人工智能是否能真正提高生产力提出了质疑。在Seeking Alpha撰稿人Bret Jensen看来，当前的经济/市场形势越来越像1999年的情景，也就是2000年初互联网泡沫破裂前的那段时间。Jensen强调，当前市场/经济中的三个关键趋势与1999年互联网繁荣末期情况惊人地相似。1.估值已变得\"疯狂\"高估值或许是这两个时期最明显的相似之处。标普500信息技术板块的预期市销率达到8.8倍。这远高于互联网繁荣末期的水平，也是有史以来的最高水平。标普500信息技术板块的预期市销率席勒市盈率接近40，这在历史上仅出现过两次，目前略低于1999年达到的水平。据悉，“席勒市盈率”，即周期调整市盈率(CAPE)，剔除通胀因素后用10年的平均盈利来计算市盈率，可以平滑经济周期对估值的影响。过往数据显示，美股CAPE超过25倍就进入“非理性繁荣”的疯狂期。席勒市盈率接近40另外，股票市值和GDP之比达到历史高位，这一比率也被称为“巴菲特指标”，衡量整个市场的超买程度。巴菲特指标达创纪录高位2.“供应商融资”回归年长的投资者可能还记得“供应商融资”曾迅猛增长。在这种模式中，像思科(CSCO.US)这样的供应商会在销售的同时，以优惠的条件为购买其设备的客户提供融资服务。英伟达(NVDA.US)上周宣布，将向OpenAI投资至多1000亿美元，助力这家ChatGPT母公司大规模建设搭载英伟达芯片的数据中心。华尔街分析师对这笔交易看法不一。看涨者认为，这进一步证明了人工智能基础设施业务的蓬勃发展。而看跌者则认为，这只是英伟达在帮助一个资金匮乏的客户。部分人士还表示，这笔“投资”似乎是换了个幌子的供应商融资。3.市场表现分化1999年末，微软(MSFT.US)是整个股市中价值最高的股票，其市值达到了约6000亿美元。这令人瞩目，但这一数值仅占当时法国年度GDP的约三分之一。正如现在一样，互联网繁荣末期市场出现了明显的两极分化，市值排名前十的股票约占整个市场总价值的40%。唯一一家在25年前就位列前十的公司是微软。然而，如今英伟达的市值略高于4.3万亿美元，远超英国(3.6万亿美元)和法国(略低于3.2万亿美元)的年度GDP。微软和苹果(AAPL.US)的市值也接近4.3万亿美元。Alphabet (GOOG.US,GOOGL.US)的市值为3万亿美元。那么，这次会有所不同吗?Seeking Alpha的Jensen表示，FOMO(投资错失恐惧症)、动量、算法交易程序和被动指数投资等因素共同作用，可以让股市在脱离合理估值后持续处于高位。然而，随着时间的推移，高估值难以持续。对于投资者而言，这次的情况并不会有所不同。","news_type":1,"symbols_score_info":{".IXIC":1.1,".DJI":1.1,".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":1324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":483844244812552,"gmtCreate":1759155159870,"gmtModify":1759155161755,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D luffy","avatar":"https://static.tigerbbs.com/031a1e6e44c82b59d1b23f1834926953","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121237239794890","authorIdStr":"4121237239794890"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$&nbsp;</a> 大哥，你怎么又高开低走了，别整我","listText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$&nbsp;</a> 大哥，你怎么又高开低走了，别整我","text":"$博通(AVGO)$ 大哥，你怎么又高开低走了，别整我","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/483844244812552","isVote":1,"tweetType":1,"viewCount":840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":407467956822232,"gmtCreate":1740498415398,"gmtModify":1740498417725,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D luffy","avatar":"https://static.tigerbbs.com/031a1e6e44c82b59d1b23f1834926953","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121237239794890","idStr":"4121237239794890"},"themes":[],"htmlText":"我也因为我买了特斯拉汽车感到羞耻，马斯克是法西斯","listText":"我也因为我买了特斯拉汽车感到羞耻，马斯克是法西斯","text":"我也因为我买了特斯拉汽车感到羞耻，马斯克是法西斯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/407467956822232","repostId":"2514058632","repostType":2,"repost":{"id":"2514058632","kind":"highlight","pubTimestamp":1740495925,"share":"https://www.laohu8.com/m/news/2514058632?lang=zh_CN&edition=full","pubTime":"2025-02-25 23:05","market":"sg","language":"zh","title":"美股异动 | 特斯拉跌超6%，总市值跌破1万亿美元关口","url":"https://stock-news.laohu8.com/highlight/detail?id=2514058632","media":"智通财经网","summary":"智通财经APP获悉，1月，特斯拉在欧洲的销量暴跌45%，与之形成鲜明对比的是，其竞争对手的电动汽车销量却出现了显著增长。目前，特斯拉正面临产品迭代与领导人政治立场的双重挑战。在去年的美国大选期间成为特朗普的大金主之一后，马斯克将目光投向了欧洲，支持极右翼政党并抨击现任政府。特斯拉上个月在德国仅注册了1277辆新车，这是自2021年7月以来的最低月度销量。尽管英国电动车市场上月增长了42%，但特斯拉的销量却下滑了近8%。","content":"<html><head></head><body><p>2月25日，特斯拉盘初跌超6%，总市值跌破1万亿美元关口。1月<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在欧洲的销量暴跌45%，与之形成鲜明对比的是，其竞争对手的电动汽车销量却出现了显著增长。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91371629b61babd1e9bcbcbbe7956487\" tg-width=\"458\" tg-height=\"426\"/></p><p>欧洲汽车制造商协会最新数据显示，这家由马斯克领导的电动汽车公司1月欧洲注册量仅为9945辆，远低于上年同期的18161辆。欧洲整体电动车市场则增长37%，其中德国、英国等主要市场均取得了显著增长。</p><p>目前，特斯拉正面临产品迭代与领导人政治立场的双重挑战。作为品牌支柱车型的Model Y正进行产线升级改造，同时其首席执行官马斯克日益激进的政治主张正在影响品牌形象。</p><p>在去年的美国大选期间成为特朗普的大金主之一后，马斯克将目光投向了欧洲，支持极右翼政党并抨击现任政府。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d82fbf83aa602aa1ed3ea9d233a7bce\" title=\"\" tg-width=\"485\" tg-height=\"286\"/></p><p>特斯拉上个月在德国仅注册了1277辆新车，这是自2021年7月以来的最低月度销量。在法国，其销量暴跌63%，创下自2022年8月以来的最差表现。</p><p>此外，特斯拉在英国的新车注册量首次被<a href=\"https://laohu8.com/S/002594\">比亚迪</a>(01211)超越。尽管英国电动车市场上月增长了42%，但特斯拉的销量却下滑了近8%。</p><p>民调机构YouGov于1月中旬在德国和英国进行的民意调查显示，德国和英国的受访者对马斯克的看法普遍不佳，且对其干预两国政治的行为表示不满。1月9日，马斯克在其社交平台X直播对话德国选择党党魁爱丽丝·魏德尔(Alice Weidel)，试图为这个反移民、亲俄政党造势，该党在近期选举中位居次席。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e4d2bbb53af1828d00aa02aa5332cc6\" title=\"\" tg-width=\"492\" tg-height=\"253\"/></p><p>在1月下旬的德国选择党集会上，马斯克更是呼吁德国人为自己的文化和价值观感到自豪，不要过度关注过去的罪行，相关言论恰逢奥斯维辛集中营解放80周年纪念日前夕，引发舆论哗然。</p><p>上月，马斯克还呼吁监禁英国首相基尔·斯塔默，同时主张释放被监禁的极右翼活动人士。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d34561c44ee8ad0e4ced53f274d4e13\" title=\"\" tg-width=\"474\" tg-height=\"277\"/></p><p>另一方面，特斯拉在部分市场可能面临库存短缺的问题，这与其去年年底全力推动销售有关。Model Y生产线的改造也可能影响了1月的注册量。</p><p>首席财务官Vaibhav Taneja在上个月的季度财报电话会议上警告称，Model Y产线改造将造成数周生产停滞。据了解，该公司在全球四个工厂生产Model Y，包括柏林郊外的工厂。</p><p>值得关注的是，在欧洲，以大众汽车(VWAGY.US)、Stellantis(STLA.US)和<a href=\"https://laohu8.com/S/0NQF.UK\">雷诺</a>(RNLSY.US)为首的竞争对手也面临着更大的监管压力，需要在2025年前销售更多电动车。欧盟自2025年起实施的碳排放新规正重塑竞争格局，传统车企面临双重压力：既要满足今年更严苛的二氧化碳排放标准，又需在2035年前实现英国市场零排放车型销售占比的稳步提升。</p></body></html>","source":"highlight_zhitongcaijin","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>美股异动 | 特斯拉跌超6%，总市值跌破1万亿美元关口</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美股异动 | 特斯拉跌超6%，总市值跌破1万亿美元关口\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-25 23:05 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1253921.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月25日，特斯拉盘初跌超6%，总市值跌破1万亿美元关口。1月特斯拉在欧洲的销量暴跌45%，与之形成鲜明对比的是，其竞争对手的电动汽车销量却出现了显著增长。欧洲汽车制造商协会最新数据显示，这家由马斯克领导的电动汽车公司1月欧洲注册量仅为9945辆，远低于上年同期的18161辆。欧洲整体电动车市场则增长37%，其中德国、英国等主要市场均取得了显著增长。目前，特斯拉正面临产品迭代与领导人政治立场的双重...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1253921.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/968c7f56416ea450ba452ed25e324d2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://www.zhitongcaijing.com/content/detail/1253921.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2514058632","content_text":"2月25日，特斯拉盘初跌超6%，总市值跌破1万亿美元关口。1月特斯拉在欧洲的销量暴跌45%，与之形成鲜明对比的是，其竞争对手的电动汽车销量却出现了显著增长。欧洲汽车制造商协会最新数据显示，这家由马斯克领导的电动汽车公司1月欧洲注册量仅为9945辆，远低于上年同期的18161辆。欧洲整体电动车市场则增长37%，其中德国、英国等主要市场均取得了显著增长。目前，特斯拉正面临产品迭代与领导人政治立场的双重挑战。作为品牌支柱车型的Model Y正进行产线升级改造，同时其首席执行官马斯克日益激进的政治主张正在影响品牌形象。在去年的美国大选期间成为特朗普的大金主之一后，马斯克将目光投向了欧洲，支持极右翼政党并抨击现任政府。特斯拉上个月在德国仅注册了1277辆新车，这是自2021年7月以来的最低月度销量。在法国，其销量暴跌63%，创下自2022年8月以来的最差表现。此外，特斯拉在英国的新车注册量首次被比亚迪(01211)超越。尽管英国电动车市场上月增长了42%，但特斯拉的销量却下滑了近8%。民调机构YouGov于1月中旬在德国和英国进行的民意调查显示，德国和英国的受访者对马斯克的看法普遍不佳，且对其干预两国政治的行为表示不满。1月9日，马斯克在其社交平台X直播对话德国选择党党魁爱丽丝·魏德尔(Alice Weidel)，试图为这个反移民、亲俄政党造势，该党在近期选举中位居次席。在1月下旬的德国选择党集会上，马斯克更是呼吁德国人为自己的文化和价值观感到自豪，不要过度关注过去的罪行，相关言论恰逢奥斯维辛集中营解放80周年纪念日前夕，引发舆论哗然。上月，马斯克还呼吁监禁英国首相基尔·斯塔默，同时主张释放被监禁的极右翼活动人士。另一方面，特斯拉在部分市场可能面临库存短缺的问题，这与其去年年底全力推动销售有关。Model Y生产线的改造也可能影响了1月的注册量。首席财务官Vaibhav Taneja在上个月的季度财报电话会议上警告称，Model Y产线改造将造成数周生产停滞。据了解，该公司在全球四个工厂生产Model Y，包括柏林郊外的工厂。值得关注的是，在欧洲，以大众汽车(VWAGY.US)、Stellantis(STLA.US)和雷诺(RNLSY.US)为首的竞争对手也面临着更大的监管压力，需要在2025年前销售更多电动车。欧盟自2025年起实施的碳排放新规正重塑竞争格局，传统车企面临双重压力：既要满足今年更严苛的二氧化碳排放标准，又需在2035年前实现英国市场零排放车型销售占比的稳步提升。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":4266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501066499743952,"gmtCreate":1763371448678,"gmtModify":1763371569630,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D luffy","avatar":"https://static.tigerbbs.com/031a1e6e44c82b59d1b23f1834926953","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121237239794890","idStr":"4121237239794890"},"themes":[],"htmlText":"我也买过小米的路由器，体重秤，音响，都是一年坏，确实垃圾","listText":"我也买过小米的路由器，体重秤，音响，都是一年坏，确实垃圾","text":"我也买过小米的路由器，体重秤，音响，都是一年坏，确实垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/501066499743952","isVote":1,"tweetType":1,"viewCount":2911,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3434674559646753","authorId":"3434674559646753","name":"海中霸王","avatar":"https://static.tigerbbs.com/d595c5324caab31d7dcd61f923bd624a","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3434674559646753","idStr":"3434674559646753"},"content":"那是你的人品不好，我买的几十件小米产品，怎么就没坏过？好好反省自己吧！","text":"那是你的人品不好，我买的几十件小米产品，怎么就没坏过？好好反省自己吧！","html":"那是你的人品不好，我买的几十件小米产品，怎么就没坏过？好好反省自己吧！"},{"author":{"id":"3479274730245609","authorId":"3479274730245609","name":"River0","avatar":"https://static.laohu8.com/picture63","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274730245609","idStr":"3479274730245609"},"content":"小米品控真的差，买啥坏啥，服了","text":"小米品控真的差，买啥坏啥，服了","html":"小米品控真的差，买啥坏啥，服了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452550750634000,"gmtCreate":1751509903136,"gmtModify":1751509904776,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D luffy","avatar":"https://static.tigerbbs.com/031a1e6e44c82b59d1b23f1834926953","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121237239794890","idStr":"4121237239794890"},"themes":[],"htmlText":"猴王","listText":"猴王","text":"猴王","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452550750634000","repostId":"1138170483","repostType":2,"repost":{"id":"1138170483","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":1751459060,"share":"https://www.laohu8.com/m/news/1138170483?lang=zh_CN&edition=full","pubTime":"2025-07-02 20:24","market":"hk","language":"zh","title":"雷军：小米YU7大定数据出来时愣住了，看了好几遍才敢分享","url":"https://stock-news.laohu8.com/highlight/detail?id=1138170483","media":"老虎资讯综合","summary":"创造了中国汽车工业的奇迹。","content":"<html><head></head><body><p>7月2日，雷军举行返场直播，畅聊16款产品背后的故事。</p><p>对于小米YU7上线即爆单的情况，雷军表示，“看到（三分钟）大定数据的第一时间我都愣住了，看了好几遍才跟现场的人分享。三分钟大定20万单，一小时大定28.9万单，这个数字绝对创造了中国汽车工业的奇迹，所以大家都非常震惊。”（新浪科技）</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>雷军：小米YU7大定数据出来时愣住了，看了好几遍才敢分享</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雷军：小米YU7大定数据出来时愣住了，看了好几遍才敢分享\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\">2025-07-02 20:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月2日，雷军举行返场直播，畅聊16款产品背后的故事。</p><p>对于小米YU7上线即爆单的情况，雷军表示，“看到（三分钟）大定数据的第一时间我都愣住了，看了好几遍才跟现场的人分享。三分钟大定20万单，一小时大定28.9万单，这个数字绝对创造了中国汽车工业的奇迹，所以大家都非常震惊。”（新浪科技）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/86eaa8565a3430191eb6cda01c42ee72","relate_stocks":{"XIACY":"小米集团ADR","01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138170483","content_text":"7月2日，雷军举行返场直播，畅聊16款产品背后的故事。对于小米YU7上线即爆单的情况，雷军表示，“看到（三分钟）大定数据的第一时间我都愣住了，看了好几遍才跟现场的人分享。三分钟大定20万单，一小时大定28.9万单，这个数字绝对创造了中国汽车工业的奇迹，所以大家都非常震惊。”（新浪科技）","news_type":1,"symbols_score_info":{"XIACY":1.1,"01810":1.1}},"isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407069372437144,"gmtCreate":1740400469892,"gmtModify":1740401877817,"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey 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10:56","market":"us","language":"zh","title":"AI领域迎关键考验！英伟达财报将至，能否重振股价？","url":"https://stock-news.laohu8.com/highlight/detail?id=1127029152","media":"老虎资讯综合","summary":"2月24日，$英伟达$的财报将成为人工智能投资交易的关键考验，尤其是在该股年初表现不佳的情况下。期权市场预测，在英伟达发布第四季度财报时，股价将可能波动7%。自年初以来，股价仅上涨了0.9%，而过去一个月下跌了3.9%。对于寻找如何应对英伟达财报的投资者来说，这次财报可能会在人工智能领域的其他交易中带来机会。英伟达计划在2月26日星期三市场收盘后发布财报，预计收入将同比增长73%，相比去年265%的增长，增速明显放缓。","content":"<html><head></head><body><p>2月24日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的财报将成为人工智能投资交易的关键考验，尤其是在该股年初表现不佳的情况下。但即便这家芯片巨头超越了华尔街的高预期，股价是否能恢复失去的动能仍然无法保证。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe8fed23ab27fcfab06288048ee3047b\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>事实上，未来的道路可能会充满波动，因为中国AI初创公司DeepSeek的担忧、增长放缓以及出口限制等问题仍然可能对股价构成压力。这促使华尔街向市场发出明确信号：做好迎接剧烈波动的准备。</p><p>雷蒙德·詹姆斯（Raymond James）首席市场策略师马特·奥尔顿（Matt Orton）在接受雅虎财经采访时表示：“我们预计将会有显著的波动……我们每次都看到了这种情况。”</p><p>期权市场预测，在英伟达发布第四季度财报时，股价将可能波动7%。相比于最近几个季度，这是一个较为温和的反应，但仍然是一个巨大的数字——相当于约2300亿美元的市值波动。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74573021a3e3d5b7940540e1ef1ba296\" title=\"\" tg-width=\"739\" tg-height=\"639\"/></p><p>专业人士警告，这一季度的不同之处在于，波动性可能会持续更长时间。</p><p>BayCrest股票衍生品管理总监大卫·布尔（David Boole）告诉我，财报发布后一个月内，股价可能会继续经历过山车般的波动，因为一些投资者已经在DeepSeek引发的抛售后逢低买入，而其他被吓到的投资者可能对财报结果感到不满意。</p><p>与此同时，英伟达曾经强劲的增长势头已经放缓。自年初以来，股价仅上涨了0.9%，而过去一个月下跌了3.9%。这与2024年公司股价飙升171%，并占据标准普尔500指数年初以来涨幅超过22%的情况相比，增长显著放缓。</p><p>这家芯片巨头已不再是标准普尔500指数的最大贡献者。Meta（META）现在位居第一，贡献了基准指数13%的年初至今涨幅，而英伟达则为5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6e78c2594bc9ef3857b2c963af5f510\" title=\"\" tg-width=\"633\" tg-height=\"730\"/></p><p>尽管短期存在不确定性，华尔街的许多分析师仍然对英伟达的长期前景保持看好，正如雅虎财经执行编辑布莱恩·索齐（Brian Sozzi）所指出的。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>的维韦克·阿雅（Vivek Arya）警告称，英伟达在本季度可能会面临来自Blackwell过渡、Hopper下降和中国出口限制的逆风，但随后公司仍然有强劲的长期前景。</p><p>“财报发布后，股价可能会出现波动，但我们预计，随着投资者期待英伟达引领的新产品线（如GB300、Rubin）和在即将举行的GTC大会（3月17日）上，英伟达在<a href=\"https://laohu8.com/S/300024\">机器人</a>和量子技术领域的市场扩展，股价将恢复正面动能，”阿雅在近期的客户报告中写道。</p><p>对于寻找如何应对英伟达财报的投资者来说，这次财报可能会在人工智能领域的其他交易中带来机会。雷蒙德·詹姆斯的马特·奥尔顿推荐了软件和网络安全股票，称它们是AI“下一阶段”的最佳投资。</p><p>“你需要消化英伟达带来的任何波动，并看看还能把钱投到哪里……因为在短期内，这个市场依然波动较大，”奥尔顿补充道。</p><p>“我们已经看到了软件与其他所有AI领域的分化，尤其是在DeepSeek新闻发布后。我依然看好软件领域，特别是网络安全，因为黑客攻击的次数增加，且企业层面的投资仍在持续。”</p><p>英伟达计划在2月26日星期三市场收盘后发布财报，预计收入将同比增长73%，相比去年265%的增长，增速明显放缓。</p><p><em>文章编译自 Yahoo finance 《Nvidia earnings: Why investors should brace for more volatility》</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>AI领域迎关键考验！英伟达财报将至，能否重振股价？</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\">\nAI领域迎关键考验！英伟达财报将至，能否重振股价？\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\">2025-02-24 10:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月24日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的财报将成为人工智能投资交易的关键考验，尤其是在该股年初表现不佳的情况下。但即便这家芯片巨头超越了华尔街的高预期，股价是否能恢复失去的动能仍然无法保证。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe8fed23ab27fcfab06288048ee3047b\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>事实上，未来的道路可能会充满波动，因为中国AI初创公司DeepSeek的担忧、增长放缓以及出口限制等问题仍然可能对股价构成压力。这促使华尔街向市场发出明确信号：做好迎接剧烈波动的准备。</p><p>雷蒙德·詹姆斯（Raymond James）首席市场策略师马特·奥尔顿（Matt Orton）在接受雅虎财经采访时表示：“我们预计将会有显著的波动……我们每次都看到了这种情况。”</p><p>期权市场预测，在英伟达发布第四季度财报时，股价将可能波动7%。相比于最近几个季度，这是一个较为温和的反应，但仍然是一个巨大的数字——相当于约2300亿美元的市值波动。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74573021a3e3d5b7940540e1ef1ba296\" title=\"\" tg-width=\"739\" tg-height=\"639\"/></p><p>专业人士警告，这一季度的不同之处在于，波动性可能会持续更长时间。</p><p>BayCrest股票衍生品管理总监大卫·布尔（David Boole）告诉我，财报发布后一个月内，股价可能会继续经历过山车般的波动，因为一些投资者已经在DeepSeek引发的抛售后逢低买入，而其他被吓到的投资者可能对财报结果感到不满意。</p><p>与此同时，英伟达曾经强劲的增长势头已经放缓。自年初以来，股价仅上涨了0.9%，而过去一个月下跌了3.9%。这与2024年公司股价飙升171%，并占据标准普尔500指数年初以来涨幅超过22%的情况相比，增长显著放缓。</p><p>这家芯片巨头已不再是标准普尔500指数的最大贡献者。Meta（META）现在位居第一，贡献了基准指数13%的年初至今涨幅，而英伟达则为5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6e78c2594bc9ef3857b2c963af5f510\" title=\"\" tg-width=\"633\" tg-height=\"730\"/></p><p>尽管短期存在不确定性，华尔街的许多分析师仍然对英伟达的长期前景保持看好，正如雅虎财经执行编辑布莱恩·索齐（Brian Sozzi）所指出的。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>的维韦克·阿雅（Vivek Arya）警告称，英伟达在本季度可能会面临来自Blackwell过渡、Hopper下降和中国出口限制的逆风，但随后公司仍然有强劲的长期前景。</p><p>“财报发布后，股价可能会出现波动，但我们预计，随着投资者期待英伟达引领的新产品线（如GB300、Rubin）和在即将举行的GTC大会（3月17日）上，英伟达在<a href=\"https://laohu8.com/S/300024\">机器人</a>和量子技术领域的市场扩展，股价将恢复正面动能，”阿雅在近期的客户报告中写道。</p><p>对于寻找如何应对英伟达财报的投资者来说，这次财报可能会在人工智能领域的其他交易中带来机会。雷蒙德·詹姆斯的马特·奥尔顿推荐了软件和网络安全股票，称它们是AI“下一阶段”的最佳投资。</p><p>“你需要消化英伟达带来的任何波动，并看看还能把钱投到哪里……因为在短期内，这个市场依然波动较大，”奥尔顿补充道。</p><p>“我们已经看到了软件与其他所有AI领域的分化，尤其是在DeepSeek新闻发布后。我依然看好软件领域，特别是网络安全，因为黑客攻击的次数增加，且企业层面的投资仍在持续。”</p><p>英伟达计划在2月26日星期三市场收盘后发布财报，预计收入将同比增长73%，相比去年265%的增长，增速明显放缓。</p><p><em>文章编译自 Yahoo finance 《Nvidia earnings: Why investors should brace for more volatility》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4527":"明星科技股","BK4543":"AI","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK4141":"半导体产品","BK4503":"景林资产持仓","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE 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style=\"text-align: justify;\">在全员信中，李彦宏表明了对2025年的期待，“虽然超级应用尚未出现，但AI的实际渗透率已经不低，并且将在2025年继续井喷式增长”。他写道，“我们也期待，我们在2023、2024年种下的种子能够在2025生根发芽、开花结果，并且不断获得市场的验证和认可”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c69d41d647fdce431690bd63074fe54\" alt=\"李彦宏\" title=\"李彦宏\" tg-width=\"640\" tg-height=\"427\"/><span>李彦宏</span></p><p style=\"text-align: justify;\"><strong>以下为全员信原文：</strong></p><p style=\"text-align: justify;\">各位百度同学，今天是百度成立25周年的日子。25年前的今天，七个怀揣着技术改变世界的梦想的年轻人在中关村北大资源宾馆的两间小屋子里开始了一段创业旅程。中国互联网的历史从此发生了改变。今天，超过一半的中国人每月都要使用百度获取信息，找到所求，“百度”这两个原本毫无意义的汉字成了一个家喻户晓的名字。</p><p style=\"text-align: justify;\">25年来，我们不忘初心，风雨兼程，先后经历了PC互联网时代，移动互联网时代，现在已经基本进入了人工智能时代。我们从简单的网页搜索功能开始，逐步发展出了贴吧、知道、百科、地图、文库、网盘等明星产品，我们依托强大的用户基础，历时十余年的时间，逐步打造出了人工智能时代从芯片、框架到模型、应用等四层全栈技术，为中国互联网和世界AI领域培养了一批又一批的科学技术人员、开发者和创业者。</p><p style=\"text-align: justify;\">25年来，我们始终走在技术的最前沿，始终相信技术创新才是百度的核心竞争力，我们多年来一直把超过收入20%的资金投入到研发上，并且不遗余力地尝试把最前沿的技术产品化，让更多的人从中受益，因为我们相信只有规模化的应用才能让技术发挥它的价值，甚至近年来在人工智能方面的实践表明，重大的技术突破，颠覆式的创新往往是规模化应用的结果，而不是原因。没有万卡集群就不会有大模型的智能涌现，就不会有这次生成式AI的浪潮；没有数以亿计的运营公里数，无人驾驶就不可能比有人驾驶安全十倍；没有大量的AI原生应用的推动，国产AI芯片就不可能真正成熟！</p><p style=\"text-align: justify;\">当然，走在技术的最前沿也意味着我们要冒更大的风险，要承受高于同行的失败概率，要耐得住寂寞，要忍受别人的不理解甚至白眼，要不断试错，要知道哪一天方向走错了需要迅速调整方向，重新出发，甚至要对自己的能力边界有清醒的认知，并且不断总结经验教训，以利再战！</p><p style=\"text-align: justify;\">刚刚过去的2024年也是过去25年的一个缩影，充满了机遇和挑战，时而令人兴奋，时而令人沮丧，有些工作一直到最后一天才知道成或不成。如同过去一样，这一年我们坚定地在AI技术上探索创新，我们在全球首创了基于图片的检索增强技术iRAG，大大降低了图片生成的幻觉问题；我们致力于让不会写程序的素人具备程序员的能力，为此我们发布了秒哒，这与全球主流的代码辅助生成形成鲜明的对比；我们也在大模型应用领域独树一帜，为4000万文库的付费用户提供无与伦比的内容创作和思想碰撞能力！</p><p style=\"text-align: justify;\">对于2025年，我们充满期待。我们意识到今天的人工智能领域，竞争比任何时候都更加激烈，技术迭代的速度比以往任何时候都更快，我们面临的挑战也是前所未有的。但是我们坚信，大模型赋能的AI原生应用正在各行各业各种场景迅速普及，虽然超级应用尚未出现，AI的实际渗透率已经不低，并且将在2025年继续井喷式增长。我们也期待，我们在2023、2024种下的种子能够在2025生根发芽，开花结果，并且不断获得市场的验证和认可。</p><p style=\"text-align: justify;\">感谢每一位同学一直以来对百度使命的忠诚陪伴，全情投入，愿百度在未来的日子里，继续乘风破浪，勇往直前，创造更加辉煌的明天！</p><p style=\"text-align: left;\">Robin</p></body></html>","source":"lsy1735732083130","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>李彦宏发全员信：技术创新是百度的核心竞争力</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n李彦宏发全员信：技术创新是百度的核心竞争力\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-01 19:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/PHE5OZHUGaZosNvu-00q2g><strong>互联网坊间八卦</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2025年1月1日，百度成立25周年。今日晚间，百度创始人李彦宏发布全员信表示，技术创新是百度的核心竞争力，“25年来，我们始终走在技术的最前沿，始终相信技术创新才是百度的核心竞争力。”在全员信中，李彦宏表明了对2025年的期待，“虽然超级应用尚未出现，但AI的实际渗透率已经不低，并且将在2025年继续井喷式增长”。他写道，“我们也期待，我们在2023、2024年种下的种子能够在2025生根发芽、...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/PHE5OZHUGaZosNvu-00q2g\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8c7febeb4d2da1f63a0807812de7c83a","relate_stocks":{"BIDU":"百度","09888":"百度集团-SW"},"source_url":"https://mp.weixin.qq.com/s/PHE5OZHUGaZosNvu-00q2g","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199162032","content_text":"2025年1月1日，百度成立25周年。今日晚间，百度创始人李彦宏发布全员信表示，技术创新是百度的核心竞争力，“25年来，我们始终走在技术的最前沿，始终相信技术创新才是百度的核心竞争力。”在全员信中，李彦宏表明了对2025年的期待，“虽然超级应用尚未出现，但AI的实际渗透率已经不低，并且将在2025年继续井喷式增长”。他写道，“我们也期待，我们在2023、2024年种下的种子能够在2025生根发芽、开花结果，并且不断获得市场的验证和认可”。李彦宏以下为全员信原文：各位百度同学，今天是百度成立25周年的日子。25年前的今天，七个怀揣着技术改变世界的梦想的年轻人在中关村北大资源宾馆的两间小屋子里开始了一段创业旅程。中国互联网的历史从此发生了改变。今天，超过一半的中国人每月都要使用百度获取信息，找到所求，“百度”这两个原本毫无意义的汉字成了一个家喻户晓的名字。25年来，我们不忘初心，风雨兼程，先后经历了PC互联网时代，移动互联网时代，现在已经基本进入了人工智能时代。我们从简单的网页搜索功能开始，逐步发展出了贴吧、知道、百科、地图、文库、网盘等明星产品，我们依托强大的用户基础，历时十余年的时间，逐步打造出了人工智能时代从芯片、框架到模型、应用等四层全栈技术，为中国互联网和世界AI领域培养了一批又一批的科学技术人员、开发者和创业者。25年来，我们始终走在技术的最前沿，始终相信技术创新才是百度的核心竞争力，我们多年来一直把超过收入20%的资金投入到研发上，并且不遗余力地尝试把最前沿的技术产品化，让更多的人从中受益，因为我们相信只有规模化的应用才能让技术发挥它的价值，甚至近年来在人工智能方面的实践表明，重大的技术突破，颠覆式的创新往往是规模化应用的结果，而不是原因。没有万卡集群就不会有大模型的智能涌现，就不会有这次生成式AI的浪潮；没有数以亿计的运营公里数，无人驾驶就不可能比有人驾驶安全十倍；没有大量的AI原生应用的推动，国产AI芯片就不可能真正成熟！当然，走在技术的最前沿也意味着我们要冒更大的风险，要承受高于同行的失败概率，要耐得住寂寞，要忍受别人的不理解甚至白眼，要不断试错，要知道哪一天方向走错了需要迅速调整方向，重新出发，甚至要对自己的能力边界有清醒的认知，并且不断总结经验教训，以利再战！刚刚过去的2024年也是过去25年的一个缩影，充满了机遇和挑战，时而令人兴奋，时而令人沮丧，有些工作一直到最后一天才知道成或不成。如同过去一样，这一年我们坚定地在AI技术上探索创新，我们在全球首创了基于图片的检索增强技术iRAG，大大降低了图片生成的幻觉问题；我们致力于让不会写程序的素人具备程序员的能力，为此我们发布了秒哒，这与全球主流的代码辅助生成形成鲜明的对比；我们也在大模型应用领域独树一帜，为4000万文库的付费用户提供无与伦比的内容创作和思想碰撞能力！对于2025年，我们充满期待。我们意识到今天的人工智能领域，竞争比任何时候都更加激烈，技术迭代的速度比以往任何时候都更快，我们面临的挑战也是前所未有的。但是我们坚信，大模型赋能的AI原生应用正在各行各业各种场景迅速普及，虽然超级应用尚未出现，AI的实际渗透率已经不低，并且将在2025年继续井喷式增长。我们也期待，我们在2023、2024种下的种子能够在2025生根发芽，开花结果，并且不断获得市场的验证和认可。感谢每一位同学一直以来对百度使命的忠诚陪伴，全情投入，愿百度在未来的日子里，继续乘风破浪，勇往直前，创造更加辉煌的明天！Robin","news_type":1,"symbols_score_info":{"09888":1.1,"BIDU":1.1}},"isVote":1,"tweetType":1,"viewCount":1290,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107612626981910","authorId":"4107612626981910","name":"贝勒爷爷","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4107612626981910","idStr":"4107612626981910"},"content":"你说的没错 但哪家中国企业比他更有底线呢","text":"你说的没错 但哪家中国企业比他更有底线呢","html":"你说的没错 但哪家中国企业比他更有底线呢"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}