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laoyu88
02-07
老马应该是属于不务正业！但是他的确是一个非常优秀的人，再次让美国伟大！我会回避一段时间。
laoyu88
01-29
估计还会往下走一点，才能往上走！到350是有可能的！
laoyu88
01-24
看好 ！支持！
laoyu88
2024-08-30
$Palantir Technologies Inc.(PLTR)$
laoyu88
2024-03-10
终于，英伟达崩了！
laoyu88
2023-11-15
说说你对这篇新闻的看法...
抱歉，原内容已删除
laoyu88
2023-03-22
$Color Star Technology Co. Ltd(ADD)$
去老虎APP查看更多动态
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！支持！","listText":"看好 ！支持！","text":"看好 ！支持！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395810562187912","isVote":1,"tweetType":1,"viewCount":899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343728318988568,"gmtCreate":1724947217299,"gmtModify":1724947643210,"author":{"id":"4130049750302910","authorId":"4130049750302910","name":"laoyu88","avatar":"https://static.tigerbbs.com/18ceb61549b9619a7ce41763c89821e0","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130049750302910","authorIdStr":"4130049750302910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a><v-v data-views=\"1\"></v-v> ","text":"$Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343728318988568","isVote":1,"tweetType":1,"viewCount":1116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":282686532088024,"gmtCreate":1710043652031,"gmtModify":1710043731446,"author":{"id":"4130049750302910","authorId":"4130049750302910","name":"laoyu88","avatar":"https://static.tigerbbs.com/18ceb61549b9619a7ce41763c89821e0","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130049750302910","authorIdStr":"4130049750302910"},"themes":[],"htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282686532088024","repostId":"2418122040","repostType":2,"repost":{"id":"2418122040","kind":"news","pubTimestamp":1709971252,"share":"https://www.laohu8.com/m/news/2418122040?lang=&edition=full","pubTime":"2024-03-09 16:00","market":"hk","language":"zh","title":"终于，英伟达崩了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2418122040","media":"华尔街见闻","summary":"面临增长放缓担忧、竞争加剧以及市场渐浓的“恐高”情绪，英伟达的光芒正在消失？","content":"<html><head></head><body><blockquote><p>面临增长放缓担忧、竞争加剧以及市场渐浓的“恐高”情绪，英伟达的光芒正在消失？</p></blockquote><p>在连涨六个交易日、累计涨幅超过19%之后，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价终于崩了，出现9个月以来的最大单日跌幅。</p><p><strong>隔夜美股，英伟达收跌5.6%，创下了2023年5月31日以来的最大跌幅，单日市值缩水约1300亿美元，堪称美股历史上最大的单日市值蒸发纪录之一。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8b220f60589d8de8003bea6a16b16fb\" tg-width=\"1021\" tg-height=\"691\"/></p><p>目前英伟达市值约为2.2万亿美元，为<a href=\"https://laohu8.com/S/161125\">标普500</a>指数成分股中第三大公司，仅次于<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>。</p><p>更值得注意的是，英伟达主导的芯片板块隔夜几乎全线溃败。</p><p><a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>收跌逾11%，<a href=\"https://laohu8.com/S/NVTS\">纳微半导体</a>跌近10%，<a href=\"https://laohu8.com/S/AVGO\">博通</a>跌7%，ARM跌6.6%，<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>ADR跌逾5%，安森美、<a href=\"https://laohu8.com/S/MCHP\">微芯科技</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、高通、台积电、<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>纷纷走跌。半导体板块指数ETF和费城半导体指数均跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2dccc5fa39a054624a2108a0b6115b1a\" tg-width=\"880\" tg-height=\"942\"/></p><p>英伟达突如其来的下跌，其实并不令人意外。 </p><h2 id=\"id_947620544\">获利了结的时刻来临？</h2><p>盘中早些时候，英伟达股价上涨5.1%，将一项动量指标推至2021年11月以来的最高水平，表明该股回调的时机已经成熟。周五，相对强度指数攀升至85以上，为2021年11月以来的最高水平，随后回落至70左右。</p><p>瑞穗证券分析师Jordan Klein最新的一份报告中表示，看到英伟达股价几乎每天都在创造新纪录，<strong>"感觉有点不健康"，让人想起1999年和2000年疯狂的科技市场心态。</strong></p><p>英伟达正在为3月18-21日举行的年度GTC大会做准备，届时市场可能迎来"井喷"。Klein担心，<strong>一些投资者可能会在GTC大会后获利了结，导致英伟达股价出现回调。</strong></p><p>Klein表示，投资者似乎陷入了"纯粹的追逐模式"，这种市场行为导致半导体股价格不断走高，形成了一种"自我强化"的趋势。投资者应该记住，英伟达等AI芯片股“不可能每天都上涨”，就像最近看起来不自然的行情那样。</p><h2 id=\"id_952090284\">“木头姐”警告：英伟达或是下一个<a href=\"https://laohu8.com/S/CSCO\">思科</a></h2><p>在当地时间周四致股东的一封信中，方舟投资首席执行官兼首席投资官Cathie Wood对英伟达敲响了警钟，警告其惊人的增长可能会放缓。</p><p>她指出，与互联网时代的思科不同，英伟达当前正面临日益激烈的竞争压力。</p><blockquote><p>从长远来看，与思科的历史轨迹相异，英伟达的竞争环境可能会更加严峻。这不仅仅是因为(AMD)正在逐步取得市场成功，更关键的是，英伟达的主要客户，包括云服务提供商和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>等公司正在积极设计自主的人工智能芯片。</p></blockquote><p>Wood回忆道，截至1994年3月的三年半里，思科股价飙升了31倍，但由于对经济衰退的担忧以及竞争对手产品的推出导致客户削减订单，思科股价在接下来的4个月内下跌了 51%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b786b49c51152e1e2a3021a434a71ec5\" tg-width=\"831\" tg-height=\"572\"/></p><p>到2000年3月互联网泡沫顶峰时，思科股价反弹了71倍，但泡沫破裂后的几年内暴跌约90%，此后一直未能回到互联网泡沫巅峰时期。</p><blockquote><p><strong>今天，英伟达就是那家公司。</strong></p></blockquote><p>Wood强调，自2015年2月以来的9年里，英伟达股价上涨了117倍。2018年10月，加密寒冬打击芯片市场，英伟达股价在3个月内下跌了56% 。</p><p>正如当年思科交换机和路由器引发互联网革命一样，英伟达是推动人工智能革命发展的关键公司，所以它的股价也会经历较大的起伏和波动，就像思科在股市上经历的那样。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>也做了类似警告：</p><blockquote><p>需谨慎的是，将英伟达从2020年至今的股价走势与思科1996-2002年的走势进行对比，并放大到2000年的表现时，两者有着惊人的相似之处。当年，思科被视为网络时代的宠儿，互联网被寄予厚望。那时普遍认为，整个互联网将依赖于思科的路由器运行，这些路由器有着50%的高毛利率。但最终并非如此。</p></blockquote><p>Wood还预计，<strong>英伟达本季度增长将放缓</strong>，<strong>芯片交货时间已从长达11个月缩短至3个月，表明供应正在赶上需求。另外，随着更多公司（比如特斯拉）开始设计自己的AI芯片，客户开始缩减开支，英伟达可能会面临更多挑战。</strong></p><p>近几个月来，Wood对英伟达越来越警惕。她早在二月份就透露，正在削减方舟基金的股票敞口，因为“预期可能超出了预期”。</p><h2 id=\"id_3956433365\">市场“恐高”情绪渐浓</h2><p>事实上，英伟达股价今年已飙升近90%，市值突破2万亿美元，比<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet还要高，且仅落后苹果13%，而在十年前，英伟达市值仅为苹果的1/47。</p><p>另外，在科技“七姐妹”的支撑下，过去一年纳指涨幅超过了40%，标普500指数涨幅也超过了30%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0793b7e0472c0d7b576d9e36f107a0d\" tg-width=\"830\" tg-height=\"533\"/></p><p>随着股市不断刷新纪录，投资者出现"恐高"情绪，越来越多的声音试图给过热的市场降温。</p><p>稍早前，BTIG 首席市场技术员Jonathan Krinsky警告：</p><blockquote><p><strong>某种形式的洗牌可能即将到来。</strong></p></blockquote><p>花旗报告也指出，投资市场呈现出过度乐观和“一边倒”的趋势，股市面临的回调风险加剧。</p><p>与此同时，市场已经提前消化了美联储降息的预期，而最近的通胀数据过于火热，周五非农数据表现好坏参半，一旦美联储有任何意外之举，都可能会使科技股“血流成河”。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>终于，英伟达崩了！</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终于，英伟达崩了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-09 16:00 北京时间 <a href=https://wallstreetcn.com/articles/3710030><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>面临增长放缓担忧、竞争加剧以及市场渐浓的“恐高”情绪，英伟达的光芒正在消失？在连涨六个交易日、累计涨幅超过19%之后，英伟达股价终于崩了，出现9个月以来的最大单日跌幅。隔夜美股，英伟达收跌5.6%，创下了2023年5月31日以来的最大跌幅，单日市值缩水约1300亿美元，堪称美股历史上最大的单日市值蒸发纪录之一。目前英伟达市值约为2.2万亿美元，为标普500指数成分股中第三大公司，仅次于微软和苹果。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3710030\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0023150a49ae2ff3a7238d5f5dad423b","relate_stocks":{"LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4551":"寇图资本持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0109392836.USD":"富兰克林科技股A","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE 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ACC","BK4550":"红杉资本持仓"},"source_url":"https://wallstreetcn.com/articles/3710030","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2418122040","content_text":"面临增长放缓担忧、竞争加剧以及市场渐浓的“恐高”情绪，英伟达的光芒正在消失？在连涨六个交易日、累计涨幅超过19%之后，英伟达股价终于崩了，出现9个月以来的最大单日跌幅。隔夜美股，英伟达收跌5.6%，创下了2023年5月31日以来的最大跌幅，单日市值缩水约1300亿美元，堪称美股历史上最大的单日市值蒸发纪录之一。目前英伟达市值约为2.2万亿美元，为标普500指数成分股中第三大公司，仅次于微软和苹果。更值得注意的是，英伟达主导的芯片板块隔夜几乎全线溃败。迈威尔科技收跌逾11%，纳微半导体跌近10%，博通跌7%，ARM跌6.6%，阿斯麦ADR跌逾5%，安森美、微芯科技、英特尔、高通、台积电、超微电脑、美光科技纷纷走跌。半导体板块指数ETF和费城半导体指数均跌超4%。英伟达突如其来的下跌，其实并不令人意外。 获利了结的时刻来临？盘中早些时候，英伟达股价上涨5.1%，将一项动量指标推至2021年11月以来的最高水平，表明该股回调的时机已经成熟。周五，相对强度指数攀升至85以上，为2021年11月以来的最高水平，随后回落至70左右。瑞穗证券分析师Jordan Klein最新的一份报告中表示，看到英伟达股价几乎每天都在创造新纪录，\"感觉有点不健康\"，让人想起1999年和2000年疯狂的科技市场心态。英伟达正在为3月18-21日举行的年度GTC大会做准备，届时市场可能迎来\"井喷\"。Klein担心，一些投资者可能会在GTC大会后获利了结，导致英伟达股价出现回调。Klein表示，投资者似乎陷入了\"纯粹的追逐模式\"，这种市场行为导致半导体股价格不断走高，形成了一种\"自我强化\"的趋势。投资者应该记住，英伟达等AI芯片股“不可能每天都上涨”，就像最近看起来不自然的行情那样。“木头姐”警告：英伟达或是下一个思科在当地时间周四致股东的一封信中，方舟投资首席执行官兼首席投资官Cathie Wood对英伟达敲响了警钟，警告其惊人的增长可能会放缓。她指出，与互联网时代的思科不同，英伟达当前正面临日益激烈的竞争压力。从长远来看，与思科的历史轨迹相异，英伟达的竞争环境可能会更加严峻。这不仅仅是因为(AMD)正在逐步取得市场成功，更关键的是，英伟达的主要客户，包括云服务提供商和特斯拉等公司正在积极设计自主的人工智能芯片。Wood回忆道，截至1994年3月的三年半里，思科股价飙升了31倍，但由于对经济衰退的担忧以及竞争对手产品的推出导致客户削减订单，思科股价在接下来的4个月内下跌了 51%。到2000年3月互联网泡沫顶峰时，思科股价反弹了71倍，但泡沫破裂后的几年内暴跌约90%，此后一直未能回到互联网泡沫巅峰时期。今天，英伟达就是那家公司。Wood强调，自2015年2月以来的9年里，英伟达股价上涨了117倍。2018年10月，加密寒冬打击芯片市场，英伟达股价在3个月内下跌了56% 。正如当年思科交换机和路由器引发互联网革命一样，英伟达是推动人工智能革命发展的关键公司，所以它的股价也会经历较大的起伏和波动，就像思科在股市上经历的那样。高盛也做了类似警告：需谨慎的是，将英伟达从2020年至今的股价走势与思科1996-2002年的走势进行对比，并放大到2000年的表现时，两者有着惊人的相似之处。当年，思科被视为网络时代的宠儿，互联网被寄予厚望。那时普遍认为，整个互联网将依赖于思科的路由器运行，这些路由器有着50%的高毛利率。但最终并非如此。Wood还预计，英伟达本季度增长将放缓，芯片交货时间已从长达11个月缩短至3个月，表明供应正在赶上需求。另外，随着更多公司（比如特斯拉）开始设计自己的AI芯片，客户开始缩减开支，英伟达可能会面临更多挑战。近几个月来，Wood对英伟达越来越警惕。她早在二月份就透露，正在削减方舟基金的股票敞口，因为“预期可能超出了预期”。市场“恐高”情绪渐浓事实上，英伟达股价今年已飙升近90%，市值突破2万亿美元，比亚马逊和谷歌母公司Alphabet还要高，且仅落后苹果13%，而在十年前，英伟达市值仅为苹果的1/47。另外，在科技“七姐妹”的支撑下，过去一年纳指涨幅超过了40%，标普500指数涨幅也超过了30%。随着股市不断刷新纪录，投资者出现\"恐高\"情绪，越来越多的声音试图给过热的市场降温。稍早前，BTIG 首席市场技术员Jonathan Krinsky警告：某种形式的洗牌可能即将到来。花旗报告也指出，投资市场呈现出过度乐观和“一边倒”的趋势，股市面临的回调风险加剧。与此同时，市场已经提前消化了美联储降息的预期，而最近的通胀数据过于火热，周五非农数据表现好坏参半，一旦美联储有任何意外之举，都可能会使科技股“血流成河”。","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":241724365357216,"gmtCreate":1700051075105,"gmtModify":1700053433955,"author":{"id":"4130049750302910","authorId":"4130049750302910","name":"laoyu88","avatar":"https://static.tigerbbs.com/18ceb61549b9619a7ce41763c89821e0","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130049750302910","authorIdStr":"4130049750302910"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241724365357216","repostId":"1124956632","repostType":2,"isVote":1,"tweetType":1,"viewCount":2252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650433367,"gmtCreate":1679422543859,"gmtModify":1679434869851,"author":{"id":"4130049750302910","authorId":"4130049750302910","name":"laoyu88","avatar":"https://static.tigerbbs.com/18ceb61549b9619a7ce41763c89821e0","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130049750302910","authorIdStr":"4130049750302910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ADD\">$Color Star Technology Co. Ltd(ADD)$ </a>","listText":"<a href=\"https://laohu8.com/S/ADD\">$Color Star Technology Co. Ltd(ADD)$ </a>","text":"$Color Star Technology Co. 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16:00","market":"hk","language":"zh","title":"终于，英伟达崩了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2418122040","media":"华尔街见闻","summary":"面临增长放缓担忧、竞争加剧以及市场渐浓的“恐高”情绪，英伟达的光芒正在消失？","content":"<html><head></head><body><blockquote><p>面临增长放缓担忧、竞争加剧以及市场渐浓的“恐高”情绪，英伟达的光芒正在消失？</p></blockquote><p>在连涨六个交易日、累计涨幅超过19%之后，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价终于崩了，出现9个月以来的最大单日跌幅。</p><p><strong>隔夜美股，英伟达收跌5.6%，创下了2023年5月31日以来的最大跌幅，单日市值缩水约1300亿美元，堪称美股历史上最大的单日市值蒸发纪录之一。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8b220f60589d8de8003bea6a16b16fb\" tg-width=\"1021\" tg-height=\"691\"/></p><p>目前英伟达市值约为2.2万亿美元，为<a href=\"https://laohu8.com/S/161125\">标普500</a>指数成分股中第三大公司，仅次于<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>。</p><p>更值得注意的是，英伟达主导的芯片板块隔夜几乎全线溃败。</p><p><a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>收跌逾11%，<a href=\"https://laohu8.com/S/NVTS\">纳微半导体</a>跌近10%，<a href=\"https://laohu8.com/S/AVGO\">博通</a>跌7%，ARM跌6.6%，<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>ADR跌逾5%，安森美、<a href=\"https://laohu8.com/S/MCHP\">微芯科技</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、高通、台积电、<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>纷纷走跌。半导体板块指数ETF和费城半导体指数均跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2dccc5fa39a054624a2108a0b6115b1a\" tg-width=\"880\" tg-height=\"942\"/></p><p>英伟达突如其来的下跌，其实并不令人意外。 </p><h2 id=\"id_947620544\">获利了结的时刻来临？</h2><p>盘中早些时候，英伟达股价上涨5.1%，将一项动量指标推至2021年11月以来的最高水平，表明该股回调的时机已经成熟。周五，相对强度指数攀升至85以上，为2021年11月以来的最高水平，随后回落至70左右。</p><p>瑞穗证券分析师Jordan Klein最新的一份报告中表示，看到英伟达股价几乎每天都在创造新纪录，<strong>"感觉有点不健康"，让人想起1999年和2000年疯狂的科技市场心态。</strong></p><p>英伟达正在为3月18-21日举行的年度GTC大会做准备，届时市场可能迎来"井喷"。Klein担心，<strong>一些投资者可能会在GTC大会后获利了结，导致英伟达股价出现回调。</strong></p><p>Klein表示，投资者似乎陷入了"纯粹的追逐模式"，这种市场行为导致半导体股价格不断走高，形成了一种"自我强化"的趋势。投资者应该记住，英伟达等AI芯片股“不可能每天都上涨”，就像最近看起来不自然的行情那样。</p><h2 id=\"id_952090284\">“木头姐”警告：英伟达或是下一个<a href=\"https://laohu8.com/S/CSCO\">思科</a></h2><p>在当地时间周四致股东的一封信中，方舟投资首席执行官兼首席投资官Cathie Wood对英伟达敲响了警钟，警告其惊人的增长可能会放缓。</p><p>她指出，与互联网时代的思科不同，英伟达当前正面临日益激烈的竞争压力。</p><blockquote><p>从长远来看，与思科的历史轨迹相异，英伟达的竞争环境可能会更加严峻。这不仅仅是因为(AMD)正在逐步取得市场成功，更关键的是，英伟达的主要客户，包括云服务提供商和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>等公司正在积极设计自主的人工智能芯片。</p></blockquote><p>Wood回忆道，截至1994年3月的三年半里，思科股价飙升了31倍，但由于对经济衰退的担忧以及竞争对手产品的推出导致客户削减订单，思科股价在接下来的4个月内下跌了 51%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b786b49c51152e1e2a3021a434a71ec5\" tg-width=\"831\" tg-height=\"572\"/></p><p>到2000年3月互联网泡沫顶峰时，思科股价反弹了71倍，但泡沫破裂后的几年内暴跌约90%，此后一直未能回到互联网泡沫巅峰时期。</p><blockquote><p><strong>今天，英伟达就是那家公司。</strong></p></blockquote><p>Wood强调，自2015年2月以来的9年里，英伟达股价上涨了117倍。2018年10月，加密寒冬打击芯片市场，英伟达股价在3个月内下跌了56% 。</p><p>正如当年思科交换机和路由器引发互联网革命一样，英伟达是推动人工智能革命发展的关键公司，所以它的股价也会经历较大的起伏和波动，就像思科在股市上经历的那样。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>也做了类似警告：</p><blockquote><p>需谨慎的是，将英伟达从2020年至今的股价走势与思科1996-2002年的走势进行对比，并放大到2000年的表现时，两者有着惊人的相似之处。当年，思科被视为网络时代的宠儿，互联网被寄予厚望。那时普遍认为，整个互联网将依赖于思科的路由器运行，这些路由器有着50%的高毛利率。但最终并非如此。</p></blockquote><p>Wood还预计，<strong>英伟达本季度增长将放缓</strong>，<strong>芯片交货时间已从长达11个月缩短至3个月，表明供应正在赶上需求。另外，随着更多公司（比如特斯拉）开始设计自己的AI芯片，客户开始缩减开支，英伟达可能会面临更多挑战。</strong></p><p>近几个月来，Wood对英伟达越来越警惕。她早在二月份就透露，正在削减方舟基金的股票敞口，因为“预期可能超出了预期”。</p><h2 id=\"id_3956433365\">市场“恐高”情绪渐浓</h2><p>事实上，英伟达股价今年已飙升近90%，市值突破2万亿美元，比<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet还要高，且仅落后苹果13%，而在十年前，英伟达市值仅为苹果的1/47。</p><p>另外，在科技“七姐妹”的支撑下，过去一年纳指涨幅超过了40%，标普500指数涨幅也超过了30%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0793b7e0472c0d7b576d9e36f107a0d\" tg-width=\"830\" tg-height=\"533\"/></p><p>随着股市不断刷新纪录，投资者出现"恐高"情绪，越来越多的声音试图给过热的市场降温。</p><p>稍早前，BTIG 首席市场技术员Jonathan Krinsky警告：</p><blockquote><p><strong>某种形式的洗牌可能即将到来。</strong></p></blockquote><p>花旗报告也指出，投资市场呈现出过度乐观和“一边倒”的趋势，股市面临的回调风险加剧。</p><p>与此同时，市场已经提前消化了美联储降息的预期，而最近的通胀数据过于火热，周五非农数据表现好坏参半，一旦美联储有任何意外之举，都可能会使科技股“血流成河”。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>终于，英伟达崩了！</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终于，英伟达崩了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-09 16:00 北京时间 <a href=https://wallstreetcn.com/articles/3710030><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>面临增长放缓担忧、竞争加剧以及市场渐浓的“恐高”情绪，英伟达的光芒正在消失？在连涨六个交易日、累计涨幅超过19%之后，英伟达股价终于崩了，出现9个月以来的最大单日跌幅。隔夜美股，英伟达收跌5.6%，创下了2023年5月31日以来的最大跌幅，单日市值缩水约1300亿美元，堪称美股历史上最大的单日市值蒸发纪录之一。目前英伟达市值约为2.2万亿美元，为标普500指数成分股中第三大公司，仅次于微软和苹果。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3710030\">Web 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Klein最新的一份报告中表示，看到英伟达股价几乎每天都在创造新纪录，\"感觉有点不健康\"，让人想起1999年和2000年疯狂的科技市场心态。英伟达正在为3月18-21日举行的年度GTC大会做准备，届时市场可能迎来\"井喷\"。Klein担心，一些投资者可能会在GTC大会后获利了结，导致英伟达股价出现回调。Klein表示，投资者似乎陷入了\"纯粹的追逐模式\"，这种市场行为导致半导体股价格不断走高，形成了一种\"自我强化\"的趋势。投资者应该记住，英伟达等AI芯片股“不可能每天都上涨”，就像最近看起来不自然的行情那样。“木头姐”警告：英伟达或是下一个思科在当地时间周四致股东的一封信中，方舟投资首席执行官兼首席投资官Cathie Wood对英伟达敲响了警钟，警告其惊人的增长可能会放缓。她指出，与互联网时代的思科不同，英伟达当前正面临日益激烈的竞争压力。从长远来看，与思科的历史轨迹相异，英伟达的竞争环境可能会更加严峻。这不仅仅是因为(AMD)正在逐步取得市场成功，更关键的是，英伟达的主要客户，包括云服务提供商和特斯拉等公司正在积极设计自主的人工智能芯片。Wood回忆道，截至1994年3月的三年半里，思科股价飙升了31倍，但由于对经济衰退的担忧以及竞争对手产品的推出导致客户削减订单，思科股价在接下来的4个月内下跌了 51%。到2000年3月互联网泡沫顶峰时，思科股价反弹了71倍，但泡沫破裂后的几年内暴跌约90%，此后一直未能回到互联网泡沫巅峰时期。今天，英伟达就是那家公司。Wood强调，自2015年2月以来的9年里，英伟达股价上涨了117倍。2018年10月，加密寒冬打击芯片市场，英伟达股价在3个月内下跌了56% 。正如当年思科交换机和路由器引发互联网革命一样，英伟达是推动人工智能革命发展的关键公司，所以它的股价也会经历较大的起伏和波动，就像思科在股市上经历的那样。高盛也做了类似警告：需谨慎的是，将英伟达从2020年至今的股价走势与思科1996-2002年的走势进行对比，并放大到2000年的表现时，两者有着惊人的相似之处。当年，思科被视为网络时代的宠儿，互联网被寄予厚望。那时普遍认为，整个互联网将依赖于思科的路由器运行，这些路由器有着50%的高毛利率。但最终并非如此。Wood还预计，英伟达本季度增长将放缓，芯片交货时间已从长达11个月缩短至3个月，表明供应正在赶上需求。另外，随着更多公司（比如特斯拉）开始设计自己的AI芯片，客户开始缩减开支，英伟达可能会面临更多挑战。近几个月来，Wood对英伟达越来越警惕。她早在二月份就透露，正在削减方舟基金的股票敞口，因为“预期可能超出了预期”。市场“恐高”情绪渐浓事实上，英伟达股价今年已飙升近90%，市值突破2万亿美元，比亚马逊和谷歌母公司Alphabet还要高，且仅落后苹果13%，而在十年前，英伟达市值仅为苹果的1/47。另外，在科技“七姐妹”的支撑下，过去一年纳指涨幅超过了40%，标普500指数涨幅也超过了30%。随着股市不断刷新纪录，投资者出现\"恐高\"情绪，越来越多的声音试图给过热的市场降温。稍早前，BTIG 首席市场技术员Jonathan 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