+关注
是技术性调整
暂无个人介绍
IP属地：福建
5
关注
0
粉丝
0
主题
0
勋章
主贴
热门
是技术性调整
03-27
垃圾玩意亏了我三分之二
异动解读 | 康登特公司季度营收亏损超预期 股价盘中大跌11.85%
是技术性调整
02-11
中国怎么可能撼动英伟达的霸主地位，你不是搞笑吗
英伟达市值大幅度回暖，到底是市场错了，还是DeepSeek不够强？
是技术性调整
02-08
反攻个锤子
是技术性调整
01-28
说实话英伟达的走势看起来就是要跌了，大涨以后几个月了都涨不起来
Wedbush不看好DeepSeek，称科技股抛售是“黄金买入机会”
是技术性调整
01-08
这也叫崩盘
是技术性调整
2024-12-18
你发财了
是技术性调整
2024-12-12
英伟达又涨了
抱歉，原内容已删除
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4124441730493902","uuid":"4124441730493902","gmtCreate":1661338644271,"gmtModify":1661531229090,"name":"是技术性调整","pinyin":"sjsxtzshijishuxingtiaozheng","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/5a7b5fa809354d126b2e2abdec2e2e0d","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":5,"tweetSize":10,"questionSize":0,"limitLevel":999,"accountStatus":2,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"福建","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":417741003326000,"gmtCreate":1743028900536,"gmtModify":1743039331583,"author":{"id":"4124441730493902","authorId":"4124441730493902","name":"是技术性调整","avatar":"https://static.tigerbbs.com/5a7b5fa809354d126b2e2abdec2e2e0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124441730493902","authorIdStr":"4124441730493902"},"themes":[],"htmlText":"垃圾玩意亏了我三分之二","listText":"垃圾玩意亏了我三分之二","text":"垃圾玩意亏了我三分之二","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417741003326000","repostId":"1113623113","repostType":2,"repost":{"id":"1113623113","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1739370843,"share":"https://www.laohu8.com/m/news/1113623113?lang=&edition=full","pubTime":"2025-02-12 22:34","market":"hk","language":"zh","title":"异动解读 | 康登特公司季度营收亏损超预期 股价盘中大跌11.85%","url":"https://stock-news.laohu8.com/highlight/detail?id=1113623113","media":"异动解读","summary":"康登特公司(Conduent Inc, CNDT)股价今日盘中大跌11.85%,引发市场广泛关注。\n\n康登特公司2024年第四季度业绩远不及市场预期。财报显示,公司第四季度每股亏损0.15美元,远高于分析师预期的0.09美元亏损;季度营收8亿美元,也低于预期的8.09667亿美元。与去年同期相比,营收更是下滑了16%。\n\n公司营收持续下滑、亏损超预期,令投资者对其前景失去信心。在业绩报告公布后,康登特股价应声大跌,引发市场剧烈波动。这也再次反映出业绩对上市公司股价的重要影响。随着公司后续调整,投资者还需继续关注其表现。","content":"<p>康登特公司(Conduent Inc, CNDT)股价今日盘中大跌11.85%,引发市场广泛关注。</p>\n\n<p>康登特公司2024年第四季度业绩远不及市场预期。财报显示,公司第四季度每股亏损0.15美元,远高于分析师预期的0.09美元亏损;季度营收8亿美元,也低于预期的8.09667亿美元。与去年同期相比,营收更是下滑了16%。</p>\n\n<p>公司营收持续下滑、亏损超预期,令投资者对其前景失去信心。在业绩报告公布后,康登特股价应声大跌,引发市场剧烈波动。这也再次反映出业绩对上市公司股价的重要影响。随着公司后续调整,投资者还需继续关注其表现。</p>","source":"ai_movement_cn","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>异动解读 | 康登特公司季度营收亏损超预期 股价盘中大跌11.85%</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; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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异动解读 | 康登特公司季度营收亏损超预期 股价盘中大跌11.85%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-02-12 22:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>康登特公司(Conduent Inc, CNDT)股价今日盘中大跌11.85%,引发市场广泛关注。</p>\n\n<p>康登特公司2024年第四季度业绩远不及市场预期。财报显示,公司第四季度每股亏损0.15美元,远高于分析师预期的0.09美元亏损;季度营收8亿美元,也低于预期的8.09667亿美元。与去年同期相比,营收更是下滑了16%。</p>\n\n<p>公司营收持续下滑、亏损超预期,令投资者对其前景失去信心。在业绩报告公布后,康登特股价应声大跌,引发市场剧烈波动。这也再次反映出业绩对上市公司股价的重要影响。随着公司后续调整,投资者还需继续关注其表现。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CNDT":"Conduent Inc"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113623113","content_text":"康登特公司(Conduent Inc, CNDT)股价今日盘中大跌11.85%,引发市场广泛关注。\n康登特公司2024年第四季度业绩远不及市场预期。财报显示,公司第四季度每股亏损0.15美元,远高于分析师预期的0.09美元亏损;季度营收8亿美元,也低于预期的8.09667亿美元。与去年同期相比,营收更是下滑了16%。\n公司营收持续下滑、亏损超预期,令投资者对其前景失去信心。在业绩报告公布后,康登特股价应声大跌,引发市场剧烈波动。这也再次反映出业绩对上市公司股价的重要影响。随着公司后续调整,投资者还需继续关注其表现。","news_type":1,"symbols_score_info":{"CNDT":1}},"isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402226979021160,"gmtCreate":1739218309796,"gmtModify":1739218311037,"author":{"id":"4124441730493902","authorId":"4124441730493902","name":"是技术性调整","avatar":"https://static.tigerbbs.com/5a7b5fa809354d126b2e2abdec2e2e0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124441730493902","authorIdStr":"4124441730493902"},"themes":[],"htmlText":"中国怎么可能撼动英伟达的霸主地位，你不是搞笑吗","listText":"中国怎么可能撼动英伟达的霸主地位，你不是搞笑吗","text":"中国怎么可能撼动英伟达的霸主地位，你不是搞笑吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402226979021160","repostId":"2510072780","repostType":2,"repost":{"id":"2510072780","kind":"news","pubTimestamp":1739163010,"share":"https://www.laohu8.com/m/news/2510072780?lang=&edition=full","pubTime":"2025-02-10 12:50","market":"us","language":"zh","title":"英伟达市值大幅度回暖，到底是市场错了，还是DeepSeek不够强？","url":"https://stock-news.laohu8.com/highlight/detail?id=2510072780","media":"林小明商业评说","summary":"英伟达依然是赢家。","content":"<div>\n<p>大家不知道有没有注意，英伟达的市值回来了。在DeepSeek发布之后，英伟达一度单日大跌5900多亿，市值也从最高的3.6万亿美元直接跌到了2.8万亿。当时多少人在高喊美股崩了，英伟达崩了，很多人都说DeepSeek打破了英伟达的估值办法。因为很多人认为英伟达的高市盈率是建立在堆砌算力的基础上。一旦堆砌算力不复存在，那英伟达的高估值就将破灭。可是这才过了几天，英伟达的市值不仅没有崩盘，而且还回到了...</p>\n\n<a href=\"https://www.163.com/dy/article/JO1NBNLB0517K81L.html\">Web Link</a>\n\n</div>\n","source":"netease_stock","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>英伟达市值大幅度回暖，到底是市场错了，还是DeepSeek不够强？</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; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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英伟达市值大幅度回暖，到底是市场错了，还是DeepSeek不够强？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-10 12:50 北京时间 <a href=https://www.163.com/dy/article/JO1NBNLB0517K81L.html><strong>林小明商业评说</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>大家不知道有没有注意，英伟达的市值回来了。在DeepSeek发布之后，英伟达一度单日大跌5900多亿，市值也从最高的3.6万亿美元直接跌到了2.8万亿。当时多少人在高喊美股崩了，英伟达崩了，很多人都说DeepSeek打破了英伟达的估值办法。因为很多人认为英伟达的高市盈率是建立在堆砌算力的基础上。一旦堆砌算力不复存在，那英伟达的高估值就将破灭。可是这才过了几天，英伟达的市值不仅没有崩盘，而且还回到了...</p>\n\n<a href=\"https://www.163.com/dy/article/JO1NBNLB0517K81L.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.163.com/dy/article/JO1NBNLB0517K81L.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2510072780","content_text":"大家不知道有没有注意，英伟达的市值回来了。在DeepSeek发布之后，英伟达一度单日大跌5900多亿，市值也从最高的3.6万亿美元直接跌到了2.8万亿。当时多少人在高喊美股崩了，英伟达崩了，很多人都说DeepSeek打破了英伟达的估值办法。因为很多人认为英伟达的高市盈率是建立在堆砌算力的基础上。一旦堆砌算力不复存在，那英伟达的高估值就将破灭。可是这才过了几天，英伟达的市值不仅没有崩盘，而且还回到了3.2万亿美元，可以说是强势反弹。所以到底是市场错了，还是DeepSeek不够强呢？如果说市场判断错了，英伟达是强弩之末，那强势反弹又是谁在用真金白银投票？如果说DeepSeek不够强，那之前为何又会出现让英伟达暴跌5900亿美元的情况呢？这个问题，确实是烧脑，让很多人搞不清楚。DeepSeek用550万美元的成本就训练出跟Open AI一样性能的大模型，直接打破了大家对于英伟达的估值印象。一旦不需要堆砌算力，没那意味着大家抢购英伟达的GPU就没有意义跟价值。这样英伟达的业绩肯定要暴跌。在这个逻辑下，英伟达市值大跌是可以理解的。既然这个逻辑已经被市场认可，为何现在又出现反弹的情况呢？你可能会认为是市场看法出现分歧。可是实际上并不是这样的。大家有没有想过一个问题，为何这次DeepSeek出现之后，整个美国是如临大敌，从特朗普到媒体都在吹嘘DeepSeek？如果DeepSeek真的很强，按照美国的尿性，肯定是闭口不谈，淡化这个事情。因为美国谈的越多，就是帮DeepSeek在全球获得更好的推广。似乎老美也是有意在吹捧DeepSeek，神话DeepSeek。那他们这么干的目的是什么呢？自然就是收割一波韭菜。吹捧DeepSeek，打压英伟达的市值，趁着股价在历史高位疯狂割一波韭菜。这一轮美股上涨周期已经长达3年，美股一直涨，没有回调的迹象。这就会导致一个问题，庄家们没有抄底筹码的机会。上涨的过程中，庄家陆续出货，获取现金回报。可是时间久了，庄家就没筹码。庄家玩的就是高卖低买的把戏呗。英伟达大涨了几年，市值涨了上百倍，已经到了收网的时候。这个DeepSeek的出现，可以说是帮了华尔街一把大忙。利用DeepSeek，把英伟达的股价打压下去，他们又趁机拿回大量的筹码，接着就是等待英伟达的第二次股价上攻。韭菜们无缘无故以为英伟达要崩盘，纷纷抛售股价，结果都被踢下车。过段实际，英伟达市值又上来了，韭菜们又开始砸锅卖铁高价接回自己低价卖掉的股票。如果你看懂了这一切，你就知道这个世界不过就是一个草台班子。AI的核心就是算法，如果DeepSeek可以做到，美国人调整算法思路之后，难道他们做不到？所以DeepSeek对于美国AI的冲击真的有那么强么？我看是未必的。再说了，DeepSeek很强，可是它也是基于英伟达的GPU开发出来的。从这个角度来看，英伟达依然是赢家。是出反常必有妖。英伟达一个硬件公司的估值，目前来看似乎高了。可是美股AI的泡沫现在依然没有破了。整个美股的流动性还是非常强。有的事情确实没有道理，但是存在就是合理。市场是由情绪决定的，既然存在情绪，那就必然存在高估跟低估的情况。泡沫也就随之出现。高手就可以利用其他人的情绪来反向收割。这也是财富分配注定是二八定律的原因。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":401196306120992,"gmtCreate":1738956176953,"gmtModify":1738966562320,"author":{"id":"4124441730493902","authorId":"4124441730493902","name":"是技术性调整","avatar":"https://static.tigerbbs.com/5a7b5fa809354d126b2e2abdec2e2e0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124441730493902","authorIdStr":"4124441730493902"},"themes":[],"htmlText":"反攻个锤子","listText":"反攻个锤子","text":"反攻个锤子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401196306120992","isVote":1,"tweetType":1,"viewCount":714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397265778356808,"gmtCreate":1738011504716,"gmtModify":1738011507022,"author":{"id":"4124441730493902","authorId":"4124441730493902","name":"是技术性调整","avatar":"https://static.tigerbbs.com/5a7b5fa809354d126b2e2abdec2e2e0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124441730493902","authorIdStr":"4124441730493902"},"themes":[],"htmlText":"说实话英伟达的走势看起来就是要跌了，大涨以后几个月了都涨不起来","listText":"说实话英伟达的走势看起来就是要跌了，大涨以后几个月了都涨不起来","text":"说实话英伟达的走势看起来就是要跌了，大涨以后几个月了都涨不起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397265778356808","repostId":"1191348013","repostType":2,"repost":{"id":"1191348013","kind":"news","pubTimestamp":1737987789,"share":"https://www.laohu8.com/m/news/1191348013?lang=&edition=full","pubTime":"2025-01-27 22:23","market":"us","language":"zh","title":"Wedbush不看好DeepSeek，称科技股抛售是“黄金买入机会”","url":"https://stock-news.laohu8.com/highlight/detail?id=1191348013","media":"智通财经网","summary":"AI重点是企业用例和更广泛的基础设施。","content":"<html><head></head><body><p>Wedbush表示，周一，DeepSeek的R1大型语言模型及市场对美国公司竞争模型成本的担忧引发的科技股抛售，可能为投资者提供“黄金买入机会”。Wedbush分析师在报告中评论称，“显然，科技股正面临由英伟达领跌的巨大压力，(华尔街)将把DeepSeek视为对美国科技主导地位和把控这场人工智能革命的重大威胁。”</p><p style=\"text-align: justify;\">Wedbush分析师说：“虽然DeepSeek模型令人印象深刻并对市场产生连锁反应，但在我们看来，现实情况是，美股七巨头和美国科技公司正专注的(通用人工智能)最后阶段以及所有基础设施和生态系统都是DeepSeek无法接近的。目前，人工智能的重点是企业用例和更广泛的基础设施，这将在未来3年推动这2万亿美元的资本支出。”</p><p style=\"text-align: justify;\">DeepSeek在12月底发布了免费的开源大型语言模型R1，称在两个月内开发而成，耗资557万美元。DeepSeek表示，它使用了英伟达的H800 GPU大约2788小时。目前，DeepSeek的人工智能助手现已取代ChatGPT成为App Store上排名第一的免费应用。</p><p style=\"text-align: justify;\">与此同时，也有部分人士表示质疑，称研究表明上述成本仅包括DeepSeek-V3的“官方培训”，不包括与架构、算法和数据的先前研究和消融实验相关的成本。</p><p style=\"text-align: justify;\">Wedbush Securities表示，DeepSeek是否能找到一种方法绕过美国对英伟达和其他GPU制造商的出口管制“还有待观察”。该机构补充说，DeepSeek模型的推出令人印象深刻，但最终，它并不被视为满足继续建立更广泛人工智能基础设施所需的“竞争威胁”。</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>Wedbush不看好DeepSeek，称科技股抛售是“黄金买入机会”</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; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\nWedbush不看好DeepSeek，称科技股抛售是“黄金买入机会”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-27 22:23 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1244794.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wedbush表示，周一，DeepSeek的R1大型语言模型及市场对美国公司竞争模型成本的担忧引发的科技股抛售，可能为投资者提供“黄金买入机会”。Wedbush分析师在报告中评论称，“显然，科技股正面临由英伟达领跌的巨大压力，(华尔街)将把DeepSeek视为对美国科技主导地位和把控这场人工智能革命的重大威胁。”Wedbush分析师说：“虽然DeepSeek模型令人印象深刻并对市场产生连锁反应，但...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1244794.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/9b3296a59921ce97bdfc79eee468fd55","relate_stocks":{},"source_url":"https://www.zhitongcaijing.com/content/detail/1244794.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1191348013","content_text":"Wedbush表示，周一，DeepSeek的R1大型语言模型及市场对美国公司竞争模型成本的担忧引发的科技股抛售，可能为投资者提供“黄金买入机会”。Wedbush分析师在报告中评论称，“显然，科技股正面临由英伟达领跌的巨大压力，(华尔街)将把DeepSeek视为对美国科技主导地位和把控这场人工智能革命的重大威胁。”Wedbush分析师说：“虽然DeepSeek模型令人印象深刻并对市场产生连锁反应，但在我们看来，现实情况是，美股七巨头和美国科技公司正专注的(通用人工智能)最后阶段以及所有基础设施和生态系统都是DeepSeek无法接近的。目前，人工智能的重点是企业用例和更广泛的基础设施，这将在未来3年推动这2万亿美元的资本支出。”DeepSeek在12月底发布了免费的开源大型语言模型R1，称在两个月内开发而成，耗资557万美元。DeepSeek表示，它使用了英伟达的H800 GPU大约2788小时。目前，DeepSeek的人工智能助手现已取代ChatGPT成为App Store上排名第一的免费应用。与此同时，也有部分人士表示质疑，称研究表明上述成本仅包括DeepSeek-V3的“官方培训”，不包括与架构、算法和数据的先前研究和消融实验相关的成本。Wedbush Securities表示，DeepSeek是否能找到一种方法绕过美国对英伟达和其他GPU制造商的出口管制“还有待观察”。该机构补充说，DeepSeek模型的推出令人印象深刻，但最终，它并不被视为满足继续建立更广泛人工智能基础设施所需的“竞争威胁”。","news_type":1,"symbols_score_info":{"META":1.1,"MSFT":1.1,"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390279310336232,"gmtCreate":1736317449404,"gmtModify":1736317451521,"author":{"id":"4124441730493902","authorId":"4124441730493902","name":"是技术性调整","avatar":"https://static.tigerbbs.com/5a7b5fa809354d126b2e2abdec2e2e0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124441730493902","authorIdStr":"4124441730493902"},"themes":[],"htmlText":"这也叫崩盘","listText":"这也叫崩盘","text":"这也叫崩盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390279310336232","isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382938119537056,"gmtCreate":1734532980703,"gmtModify":1734532982578,"author":{"id":"4124441730493902","authorId":"4124441730493902","name":"是技术性调整","avatar":"https://static.tigerbbs.com/5a7b5fa809354d126b2e2abdec2e2e0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124441730493902","authorIdStr":"4124441730493902"},"themes":[],"htmlText":"你发财了","listText":"你发财了","text":"你发财了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382938119537056","isVote":1,"tweetType":1,"viewCount":838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380534109225272,"gmtCreate":1733937983193,"gmtModify":1733938610706,"author":{"id":"4124441730493902","authorId":"4124441730493902","name":"是技术性调整","avatar":"https://static.tigerbbs.com/5a7b5fa809354d126b2e2abdec2e2e0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124441730493902","authorIdStr":"4124441730493902"},"themes":[],"htmlText":"英伟达又涨了","listText":"英伟达又涨了","text":"英伟达又涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380534109225272","repostId":"2490770150","repostType":2,"isVote":1,"tweetType":1,"viewCount":889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":417741003326000,"gmtCreate":1743028900536,"gmtModify":1743039331583,"author":{"id":"4124441730493902","authorId":"4124441730493902","name":"是技术性调整","avatar":"https://static.tigerbbs.com/5a7b5fa809354d126b2e2abdec2e2e0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124441730493902","authorIdStr":"4124441730493902"},"themes":[],"htmlText":"垃圾玩意亏了我三分之二","listText":"垃圾玩意亏了我三分之二","text":"垃圾玩意亏了我三分之二","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417741003326000","repostId":"1113623113","repostType":2,"repost":{"id":"1113623113","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1739370843,"share":"https://www.laohu8.com/m/news/1113623113?lang=&edition=full","pubTime":"2025-02-12 22:34","market":"hk","language":"zh","title":"异动解读 | 康登特公司季度营收亏损超预期 股价盘中大跌11.85%","url":"https://stock-news.laohu8.com/highlight/detail?id=1113623113","media":"异动解读","summary":"康登特公司(Conduent Inc, CNDT)股价今日盘中大跌11.85%,引发市场广泛关注。\n\n康登特公司2024年第四季度业绩远不及市场预期。财报显示,公司第四季度每股亏损0.15美元,远高于分析师预期的0.09美元亏损;季度营收8亿美元,也低于预期的8.09667亿美元。与去年同期相比,营收更是下滑了16%。\n\n公司营收持续下滑、亏损超预期,令投资者对其前景失去信心。在业绩报告公布后,康登特股价应声大跌,引发市场剧烈波动。这也再次反映出业绩对上市公司股价的重要影响。随着公司后续调整,投资者还需继续关注其表现。","content":"<p>康登特公司(Conduent Inc, CNDT)股价今日盘中大跌11.85%,引发市场广泛关注。</p>\n\n<p>康登特公司2024年第四季度业绩远不及市场预期。财报显示,公司第四季度每股亏损0.15美元,远高于分析师预期的0.09美元亏损;季度营收8亿美元,也低于预期的8.09667亿美元。与去年同期相比,营收更是下滑了16%。</p>\n\n<p>公司营收持续下滑、亏损超预期,令投资者对其前景失去信心。在业绩报告公布后,康登特股价应声大跌,引发市场剧烈波动。这也再次反映出业绩对上市公司股价的重要影响。随着公司后续调整,投资者还需继续关注其表现。</p>","source":"ai_movement_cn","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>异动解读 | 康登特公司季度营收亏损超预期 股价盘中大跌11.85%</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; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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异动解读 | 康登特公司季度营收亏损超预期 股价盘中大跌11.85%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-02-12 22:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>康登特公司(Conduent Inc, CNDT)股价今日盘中大跌11.85%,引发市场广泛关注。</p>\n\n<p>康登特公司2024年第四季度业绩远不及市场预期。财报显示,公司第四季度每股亏损0.15美元,远高于分析师预期的0.09美元亏损;季度营收8亿美元,也低于预期的8.09667亿美元。与去年同期相比,营收更是下滑了16%。</p>\n\n<p>公司营收持续下滑、亏损超预期,令投资者对其前景失去信心。在业绩报告公布后,康登特股价应声大跌,引发市场剧烈波动。这也再次反映出业绩对上市公司股价的重要影响。随着公司后续调整,投资者还需继续关注其表现。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CNDT":"Conduent Inc"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113623113","content_text":"康登特公司(Conduent Inc, CNDT)股价今日盘中大跌11.85%,引发市场广泛关注。\n康登特公司2024年第四季度业绩远不及市场预期。财报显示,公司第四季度每股亏损0.15美元,远高于分析师预期的0.09美元亏损;季度营收8亿美元,也低于预期的8.09667亿美元。与去年同期相比,营收更是下滑了16%。\n公司营收持续下滑、亏损超预期,令投资者对其前景失去信心。在业绩报告公布后,康登特股价应声大跌,引发市场剧烈波动。这也再次反映出业绩对上市公司股价的重要影响。随着公司后续调整,投资者还需继续关注其表现。","news_type":1,"symbols_score_info":{"CNDT":1}},"isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397265778356808,"gmtCreate":1738011504716,"gmtModify":1738011507022,"author":{"id":"4124441730493902","authorId":"4124441730493902","name":"是技术性调整","avatar":"https://static.tigerbbs.com/5a7b5fa809354d126b2e2abdec2e2e0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124441730493902","authorIdStr":"4124441730493902"},"themes":[],"htmlText":"说实话英伟达的走势看起来就是要跌了，大涨以后几个月了都涨不起来","listText":"说实话英伟达的走势看起来就是要跌了，大涨以后几个月了都涨不起来","text":"说实话英伟达的走势看起来就是要跌了，大涨以后几个月了都涨不起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397265778356808","repostId":"1191348013","repostType":2,"repost":{"id":"1191348013","kind":"news","pubTimestamp":1737987789,"share":"https://www.laohu8.com/m/news/1191348013?lang=&edition=full","pubTime":"2025-01-27 22:23","market":"us","language":"zh","title":"Wedbush不看好DeepSeek，称科技股抛售是“黄金买入机会”","url":"https://stock-news.laohu8.com/highlight/detail?id=1191348013","media":"智通财经网","summary":"AI重点是企业用例和更广泛的基础设施。","content":"<html><head></head><body><p>Wedbush表示，周一，DeepSeek的R1大型语言模型及市场对美国公司竞争模型成本的担忧引发的科技股抛售，可能为投资者提供“黄金买入机会”。Wedbush分析师在报告中评论称，“显然，科技股正面临由英伟达领跌的巨大压力，(华尔街)将把DeepSeek视为对美国科技主导地位和把控这场人工智能革命的重大威胁。”</p><p style=\"text-align: justify;\">Wedbush分析师说：“虽然DeepSeek模型令人印象深刻并对市场产生连锁反应，但在我们看来，现实情况是，美股七巨头和美国科技公司正专注的(通用人工智能)最后阶段以及所有基础设施和生态系统都是DeepSeek无法接近的。目前，人工智能的重点是企业用例和更广泛的基础设施，这将在未来3年推动这2万亿美元的资本支出。”</p><p style=\"text-align: justify;\">DeepSeek在12月底发布了免费的开源大型语言模型R1，称在两个月内开发而成，耗资557万美元。DeepSeek表示，它使用了英伟达的H800 GPU大约2788小时。目前，DeepSeek的人工智能助手现已取代ChatGPT成为App Store上排名第一的免费应用。</p><p style=\"text-align: justify;\">与此同时，也有部分人士表示质疑，称研究表明上述成本仅包括DeepSeek-V3的“官方培训”，不包括与架构、算法和数据的先前研究和消融实验相关的成本。</p><p style=\"text-align: justify;\">Wedbush Securities表示，DeepSeek是否能找到一种方法绕过美国对英伟达和其他GPU制造商的出口管制“还有待观察”。该机构补充说，DeepSeek模型的推出令人印象深刻，但最终，它并不被视为满足继续建立更广泛人工智能基础设施所需的“竞争威胁”。</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>Wedbush不看好DeepSeek，称科技股抛售是“黄金买入机会”</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; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\nWedbush不看好DeepSeek，称科技股抛售是“黄金买入机会”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-27 22:23 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1244794.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wedbush表示，周一，DeepSeek的R1大型语言模型及市场对美国公司竞争模型成本的担忧引发的科技股抛售，可能为投资者提供“黄金买入机会”。Wedbush分析师在报告中评论称，“显然，科技股正面临由英伟达领跌的巨大压力，(华尔街)将把DeepSeek视为对美国科技主导地位和把控这场人工智能革命的重大威胁。”Wedbush分析师说：“虽然DeepSeek模型令人印象深刻并对市场产生连锁反应，但...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1244794.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/9b3296a59921ce97bdfc79eee468fd55","relate_stocks":{},"source_url":"https://www.zhitongcaijing.com/content/detail/1244794.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1191348013","content_text":"Wedbush表示，周一，DeepSeek的R1大型语言模型及市场对美国公司竞争模型成本的担忧引发的科技股抛售，可能为投资者提供“黄金买入机会”。Wedbush分析师在报告中评论称，“显然，科技股正面临由英伟达领跌的巨大压力，(华尔街)将把DeepSeek视为对美国科技主导地位和把控这场人工智能革命的重大威胁。”Wedbush分析师说：“虽然DeepSeek模型令人印象深刻并对市场产生连锁反应，但在我们看来，现实情况是，美股七巨头和美国科技公司正专注的(通用人工智能)最后阶段以及所有基础设施和生态系统都是DeepSeek无法接近的。目前，人工智能的重点是企业用例和更广泛的基础设施，这将在未来3年推动这2万亿美元的资本支出。”DeepSeek在12月底发布了免费的开源大型语言模型R1，称在两个月内开发而成，耗资557万美元。DeepSeek表示，它使用了英伟达的H800 GPU大约2788小时。目前，DeepSeek的人工智能助手现已取代ChatGPT成为App Store上排名第一的免费应用。与此同时，也有部分人士表示质疑，称研究表明上述成本仅包括DeepSeek-V3的“官方培训”，不包括与架构、算法和数据的先前研究和消融实验相关的成本。Wedbush Securities表示，DeepSeek是否能找到一种方法绕过美国对英伟达和其他GPU制造商的出口管制“还有待观察”。该机构补充说，DeepSeek模型的推出令人印象深刻，但最终，它并不被视为满足继续建立更广泛人工智能基础设施所需的“竞争威胁”。","news_type":1,"symbols_score_info":{"META":1.1,"MSFT":1.1,"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402226979021160,"gmtCreate":1739218309796,"gmtModify":1739218311037,"author":{"id":"4124441730493902","authorId":"4124441730493902","name":"是技术性调整","avatar":"https://static.tigerbbs.com/5a7b5fa809354d126b2e2abdec2e2e0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124441730493902","authorIdStr":"4124441730493902"},"themes":[],"htmlText":"中国怎么可能撼动英伟达的霸主地位，你不是搞笑吗","listText":"中国怎么可能撼动英伟达的霸主地位，你不是搞笑吗","text":"中国怎么可能撼动英伟达的霸主地位，你不是搞笑吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402226979021160","repostId":"2510072780","repostType":2,"repost":{"id":"2510072780","kind":"news","pubTimestamp":1739163010,"share":"https://www.laohu8.com/m/news/2510072780?lang=&edition=full","pubTime":"2025-02-10 12:50","market":"us","language":"zh","title":"英伟达市值大幅度回暖，到底是市场错了，还是DeepSeek不够强？","url":"https://stock-news.laohu8.com/highlight/detail?id=2510072780","media":"林小明商业评说","summary":"英伟达依然是赢家。","content":"<div>\n<p>大家不知道有没有注意，英伟达的市值回来了。在DeepSeek发布之后，英伟达一度单日大跌5900多亿，市值也从最高的3.6万亿美元直接跌到了2.8万亿。当时多少人在高喊美股崩了，英伟达崩了，很多人都说DeepSeek打破了英伟达的估值办法。因为很多人认为英伟达的高市盈率是建立在堆砌算力的基础上。一旦堆砌算力不复存在，那英伟达的高估值就将破灭。可是这才过了几天，英伟达的市值不仅没有崩盘，而且还回到了...</p>\n\n<a href=\"https://www.163.com/dy/article/JO1NBNLB0517K81L.html\">Web Link</a>\n\n</div>\n","source":"netease_stock","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>英伟达市值大幅度回暖，到底是市场错了，还是DeepSeek不够强？</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; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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英伟达市值大幅度回暖，到底是市场错了，还是DeepSeek不够强？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-10 12:50 北京时间 <a href=https://www.163.com/dy/article/JO1NBNLB0517K81L.html><strong>林小明商业评说</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>大家不知道有没有注意，英伟达的市值回来了。在DeepSeek发布之后，英伟达一度单日大跌5900多亿，市值也从最高的3.6万亿美元直接跌到了2.8万亿。当时多少人在高喊美股崩了，英伟达崩了，很多人都说DeepSeek打破了英伟达的估值办法。因为很多人认为英伟达的高市盈率是建立在堆砌算力的基础上。一旦堆砌算力不复存在，那英伟达的高估值就将破灭。可是这才过了几天，英伟达的市值不仅没有崩盘，而且还回到了...</p>\n\n<a href=\"https://www.163.com/dy/article/JO1NBNLB0517K81L.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.163.com/dy/article/JO1NBNLB0517K81L.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2510072780","content_text":"大家不知道有没有注意，英伟达的市值回来了。在DeepSeek发布之后，英伟达一度单日大跌5900多亿，市值也从最高的3.6万亿美元直接跌到了2.8万亿。当时多少人在高喊美股崩了，英伟达崩了，很多人都说DeepSeek打破了英伟达的估值办法。因为很多人认为英伟达的高市盈率是建立在堆砌算力的基础上。一旦堆砌算力不复存在，那英伟达的高估值就将破灭。可是这才过了几天，英伟达的市值不仅没有崩盘，而且还回到了3.2万亿美元，可以说是强势反弹。所以到底是市场错了，还是DeepSeek不够强呢？如果说市场判断错了，英伟达是强弩之末，那强势反弹又是谁在用真金白银投票？如果说DeepSeek不够强，那之前为何又会出现让英伟达暴跌5900亿美元的情况呢？这个问题，确实是烧脑，让很多人搞不清楚。DeepSeek用550万美元的成本就训练出跟Open AI一样性能的大模型，直接打破了大家对于英伟达的估值印象。一旦不需要堆砌算力，没那意味着大家抢购英伟达的GPU就没有意义跟价值。这样英伟达的业绩肯定要暴跌。在这个逻辑下，英伟达市值大跌是可以理解的。既然这个逻辑已经被市场认可，为何现在又出现反弹的情况呢？你可能会认为是市场看法出现分歧。可是实际上并不是这样的。大家有没有想过一个问题，为何这次DeepSeek出现之后，整个美国是如临大敌，从特朗普到媒体都在吹嘘DeepSeek？如果DeepSeek真的很强，按照美国的尿性，肯定是闭口不谈，淡化这个事情。因为美国谈的越多，就是帮DeepSeek在全球获得更好的推广。似乎老美也是有意在吹捧DeepSeek，神话DeepSeek。那他们这么干的目的是什么呢？自然就是收割一波韭菜。吹捧DeepSeek，打压英伟达的市值，趁着股价在历史高位疯狂割一波韭菜。这一轮美股上涨周期已经长达3年，美股一直涨，没有回调的迹象。这就会导致一个问题，庄家们没有抄底筹码的机会。上涨的过程中，庄家陆续出货，获取现金回报。可是时间久了，庄家就没筹码。庄家玩的就是高卖低买的把戏呗。英伟达大涨了几年，市值涨了上百倍，已经到了收网的时候。这个DeepSeek的出现，可以说是帮了华尔街一把大忙。利用DeepSeek，把英伟达的股价打压下去，他们又趁机拿回大量的筹码，接着就是等待英伟达的第二次股价上攻。韭菜们无缘无故以为英伟达要崩盘，纷纷抛售股价，结果都被踢下车。过段实际，英伟达市值又上来了，韭菜们又开始砸锅卖铁高价接回自己低价卖掉的股票。如果你看懂了这一切，你就知道这个世界不过就是一个草台班子。AI的核心就是算法，如果DeepSeek可以做到，美国人调整算法思路之后，难道他们做不到？所以DeepSeek对于美国AI的冲击真的有那么强么？我看是未必的。再说了，DeepSeek很强，可是它也是基于英伟达的GPU开发出来的。从这个角度来看，英伟达依然是赢家。是出反常必有妖。英伟达一个硬件公司的估值，目前来看似乎高了。可是美股AI的泡沫现在依然没有破了。整个美股的流动性还是非常强。有的事情确实没有道理，但是存在就是合理。市场是由情绪决定的，既然存在情绪，那就必然存在高估跟低估的情况。泡沫也就随之出现。高手就可以利用其他人的情绪来反向收割。这也是财富分配注定是二八定律的原因。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":401196306120992,"gmtCreate":1738956176953,"gmtModify":1738966562320,"author":{"id":"4124441730493902","authorId":"4124441730493902","name":"是技术性调整","avatar":"https://static.tigerbbs.com/5a7b5fa809354d126b2e2abdec2e2e0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124441730493902","authorIdStr":"4124441730493902"},"themes":[],"htmlText":"反攻个锤子","listText":"反攻个锤子","text":"反攻个锤子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401196306120992","isVote":1,"tweetType":1,"viewCount":714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390279310336232,"gmtCreate":1736317449404,"gmtModify":1736317451521,"author":{"id":"4124441730493902","authorId":"4124441730493902","name":"是技术性调整","avatar":"https://static.tigerbbs.com/5a7b5fa809354d126b2e2abdec2e2e0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124441730493902","authorIdStr":"4124441730493902"},"themes":[],"htmlText":"这也叫崩盘","listText":"这也叫崩盘","text":"这也叫崩盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390279310336232","isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382938119537056,"gmtCreate":1734532980703,"gmtModify":1734532982578,"author":{"id":"4124441730493902","authorId":"4124441730493902","name":"是技术性调整","avatar":"https://static.tigerbbs.com/5a7b5fa809354d126b2e2abdec2e2e0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124441730493902","authorIdStr":"4124441730493902"},"themes":[],"htmlText":"你发财了","listText":"你发财了","text":"你发财了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382938119537056","isVote":1,"tweetType":1,"viewCount":838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380534109225272,"gmtCreate":1733937983193,"gmtModify":1733938610706,"author":{"id":"4124441730493902","authorId":"4124441730493902","name":"是技术性调整","avatar":"https://static.tigerbbs.com/5a7b5fa809354d126b2e2abdec2e2e0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124441730493902","authorIdStr":"4124441730493902"},"themes":[],"htmlText":"英伟达又涨了","listText":"英伟达又涨了","text":"英伟达又涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380534109225272","repostId":"2490770150","repostType":2,"isVote":1,"tweetType":1,"viewCount":889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
