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10-08

已经开始套娃了

OpenAI制造的集体狂飙引发互联网泡沫联想，这次更具“爆炸性”

08-28

Replying to @ruan_7128:做梦呢哥们国内什么B样子自己还不知道么？//@ruan_7128:昨天大A股回调之后，今天又大涨，而港A股也是继续上冲，美股指更是继续创新高，热闹非凡，在国内“反内卷”政策的执导下，我们看到大A股在海量资金的推动下不断走出势不可挡的上升，已创出近几年来的新高，估计是要上冲5千点了，尤其是A股以芯片公司为代表的高科技行业，攻城拔寨，一路高歌，这气势势不可挡，继续关注金银期货，做多！

08-15

好，赶紧下来让我接点

Circle宣布1000万股公开发行每股定价130美元

05-02

$诺和诺德(NVO)$ 看你这个傻样，你能上去我倒立吃屎，已经全仓Sell Put了

05-01

$诺和诺德(NVO)$ 每天坚持套死一批人，然后财报直接熔断

05-01

$诺和诺德(NVO)$ 沙皮东西去吃屎了，就知道你上不去

04-29

$诺和诺德(NVO)$ 赶紧给老子归0

04-24

$诺和诺德(NVO)$ 盘前涨1.5，希望你盘中跌15

04-22

$诺和诺德(NVO)$ 喜欢盘前拉涨6%，希望你今天争气-6%，以后再-60%

04-17

$诺和诺德(NVO)$ 跌去地底，让老子十几万归0吧

04-09

以后就别写这种**文章了

03-31

$英伟达(NVDA)$ 一看到韭菜发言我就想笑

03-28

人家沙特石油比水便宜，电动车卖沙特，无异于在中国贩卖廉价劳动力

抱歉，原内容已删除

03-27

$英伟达(NVDA)$ 舒服了。借着反弹不割肉，还在幻想延续牛市

03-21

$特斯拉(TSLA)$ 看多的人超过50%了，好，继续跌，跌到散户割肉出场为止

03-19

$英伟达(NVDA)$ 继续爆雷

03-19

$特斯拉(TSLA)$ 哦.看多的人有准备抄底了。那就继续跌，跌到你们割肉为止

03-17

$英伟达(NVDA)$ GTC 暴雷

03-12

$特斯拉(TSLA)$ 只要还有人喊着抄底，那就是没到底

03-07

Replying to @夜流沙:你觉得只有你会做T，机构不会用高频算法做T？各个基金做T早就把成本降下来了。大盘就算再跌40.50，都没到人家成本位//@夜流沙:特朗普不在乎股市其实是因为跌的太少，再跌20个点你看他在不在乎，帮他拉票的人估计不会这么想[贱笑]

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src=\"https://static.tigerbbs.com/56dbd145ef047c68cb08df4b3335a86e\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"589\"/></p><p style=\"text-align: start;\">　　相关走势出现之际，对于人工智能主题可能正在形成泡沫的担忧升温。业内的关键参与者 —— 英伟达与OpenAI —— 与一批从事相关基础设施的公司达成价值数十亿美元的交易。随着投入的不断加码，人们愈发担心，这一趋势会像25年前互联网热潮之后那样，以崩盘收场。当时基于对互联网流量的乐观预期而进行的大举投资，实际兑现远慢于预期。</p><p style=\"text-align: start;\">　　如今一旦开始去泡沫，冲击可能更为剧烈，因为主要科技股合计约占标普500指数的约35%，而1999年时不到15%。</p><p style=\"text-align: start;\">　　“市场给这些交易的定价，仿佛只要和OpenAI有往来，就一定会成为赢家，”Jonestrading首席市场策略师Michael O’Rourke说道。“OpenAI是一家负现金流公司，签这些协议对它而言没有损失。投资者应该更有鉴别力。但现在的环境是‘先买了再说’。”</p><p style=\"text-align: start;\">　　对冲基金亿万富豪Paul Tudor Jones周一表示，目前的环境让他想起互联网泡沫时期。</p><p style=\"text-align: start;\">　　“发生某种形式的引爆的所有条件都已具备，”他说。“会不会重演？历史总是惊人地相似，我认为它会以某种版本再次发生”，称现在的环境“可能比1999年更具爆炸性”。</p><p style=\"text-align: start;\">　　Mulberry称，人们对这些交易的一个重大担忧在于它们之间的循环式资本结构，公司之间用彼此的资金购买彼此的产品。</p><p style=\"text-align: start;\">　　此外，这些体量巨大的公司股价波动之剧烈也令人警惕。他说，这些是拥有“规模庞大且成熟资产负债表”的公司，也在参与此类涨势，“这并不常见，也确实惹人反思”。</p><p>　　当然，AMD的上涨或许有其合理性，因为与OpenAI的协议意味着其在图形处理器（GPU）方面取得重要进展，而AMD正在该领域与英伟达争夺市场份额。追踪AMD的华尔街分析师整体上对此消息表示欢迎。</p><p style=\"text-align: start;\">　　“这份协议从根本上改变了行业今后看待AMD竞争地位的方式，”Benchmark分析师Cody Acree周一在给客户的报告中写道，并将该公司目标价从210美元上调至270美元。“除了这份协议对收入和盈利带来的显而易见的增厚作用之外，我们认为这一消息为AMD提供了有力背书，显示其作为英伟达AI GPU的可行技术替代方案，具备越来越强的竞争力。”</p><p style=\"text-align: start;\">　　尽管如此，短时间内有多只大型科技股齐齐录得两位数涨幅，可能意味着估值已脱离基本面，投资者买入更多是出于害怕错过后续涨势。</p><p style=\"text-align: start;\">　　“价格发现其实相当可怕，”Robert W． Baird &amp; Co．的科技策略师Ted Mortonson在甲骨文大涨后表示。</p><p style=\"text-align: start;\">　　一家那么大的公司在极短时间内获得如此之大的市值增长，“既不正常也不好，”他补充说。“我会把这归入‘过度亢奋’的范畴。”</p></body></html>","source":"lsy1687560890796","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\" 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href=https://finance.sina.com.cn/stock/usstock/c/2025-10-07/doc-inftaqyh4262628.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在OpenAI不断扩张、带动科技股大涨之际，投资者情绪高涨。但越来越多华尔街专业人士担心，那些在短短几分钟内就能令市值增加数百亿美元的剧烈拉升，正在释放出不健康的信号，让人想起互联网泡沫时期。　　 美国超微公司 公司周一也经历了这样的“火箭式”上涨。这家芯片制造商与OpenAI达成交易后，股价飙升，盘中高位时公司市值一度增加约1000亿美元；该协议可能为其带来数十亿美元的营收。此前，甲骨文公司上月...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-10-07/doc-inftaqyh4262628.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d47133d5685a9de5159f1cd25d08b7cc","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达","ORCL":"甲骨文"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-10-07/doc-inftaqyh4262628.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180456571","content_text":"在OpenAI不断扩张、带动科技股大涨之际，投资者情绪高涨。但越来越多华尔街专业人士担心，那些在短短几分钟内就能令市值增加数百亿美元的剧烈拉升，正在释放出不健康的信号，让人想起互联网泡沫时期。　　 美国超微公司 公司周一也经历了这样的“火箭式”上涨。这家芯片制造商与OpenAI达成交易后，股价飙升，盘中高位时公司市值一度增加约1000亿美元；该协议可能为其带来数十亿美元的营收。此前，甲骨文公司上月曾单日大涨36%，一日之间为这家软件公司的市值增加了2550亿美元，起因是其对云业务给出了尤为强劲的指引，其中包括与OpenAI达成的一项为期五年、价值3000亿美元的协议。　　“如果其中任何一笔交易告吹，我认为会在下游引发令人担忧的连锁反应，”Zacks Investment Management Inc．（管理资产约120亿美元）的客户投资组合经理Brian Mulberry说。“这让我想起上世纪90年代中期电信行业的情况。”　　相关走势出现之际，对于人工智能主题可能正在形成泡沫的担忧升温。业内的关键参与者 —— 英伟达与OpenAI —— 与一批从事相关基础设施的公司达成价值数十亿美元的交易。随着投入的不断加码，人们愈发担心，这一趋势会像25年前互联网热潮之后那样，以崩盘收场。当时基于对互联网流量的乐观预期而进行的大举投资，实际兑现远慢于预期。　　如今一旦开始去泡沫，冲击可能更为剧烈，因为主要科技股合计约占标普500指数的约35%，而1999年时不到15%。　　“市场给这些交易的定价，仿佛只要和OpenAI有往来，就一定会成为赢家，”Jonestrading首席市场策略师Michael O’Rourke说道。“OpenAI是一家负现金流公司，签这些协议对它而言没有损失。投资者应该更有鉴别力。但现在的环境是‘先买了再说’。”　　对冲基金亿万富豪Paul Tudor Jones周一表示，目前的环境让他想起互联网泡沫时期。　　“发生某种形式的引爆的所有条件都已具备，”他说。“会不会重演？历史总是惊人地相似，我认为它会以某种版本再次发生”，称现在的环境“可能比1999年更具爆炸性”。　　Mulberry称，人们对这些交易的一个重大担忧在于它们之间的循环式资本结构，公司之间用彼此的资金购买彼此的产品。　　此外，这些体量巨大的公司股价波动之剧烈也令人警惕。他说，这些是拥有“规模庞大且成熟资产负债表”的公司，也在参与此类涨势，“这并不常见，也确实惹人反思”。　　当然，AMD的上涨或许有其合理性，因为与OpenAI的协议意味着其在图形处理器（GPU）方面取得重要进展，而AMD正在该领域与英伟达争夺市场份额。追踪AMD的华尔街分析师整体上对此消息表示欢迎。　　“这份协议从根本上改变了行业今后看待AMD竞争地位的方式，”Benchmark分析师Cody Acree周一在给客户的报告中写道，并将该公司目标价从210美元上调至270美元。“除了这份协议对收入和盈利带来的显而易见的增厚作用之外，我们认为这一消息为AMD提供了有力背书，显示其作为英伟达AI GPU的可行技术替代方案，具备越来越强的竞争力。”　　尽管如此，短时间内有多只大型科技股齐齐录得两位数涨幅，可能意味着估值已脱离基本面，投资者买入更多是出于害怕错过后续涨势。　　“价格发现其实相当可怕，”Robert W． Baird & Co．的科技策略师Ted Mortonson在甲骨文大涨后表示。　　一家那么大的公司在极短时间内获得如此之大的市值增长，“既不正常也不好，”他补充说。“我会把这归入‘过度亢奋’的范畴。”","news_type":1,"symbols_score_info":{"AMD":1.1,"NVDA":1.1,"ORCL":1.1}},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472485412036640,"gmtCreate":1756385007256,"gmtModify":1756386543102,"author":{"id":"4172570782583842","authorId":"4172570782583842","name":"ZB111","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4172570782583842","authorIdStr":"4172570782583842"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/4131409357956500\">@ruan_7128</a>:做梦呢 哥们 国内什么B样子自己还不知道么？//<a href=\"https://laohu8.com/U/4131409357956500\">@ruan_7128</a>:昨天大A股回调之后，今天又大涨，而港A股也是继续上冲，美股指更是继续创新高，热闹非凡，在国内“反内卷”政策的执导下，我们看到大A股在海量资金的推动下不断走出势不可挡的上升，已创出近几年来的新高，估计是要上冲5千点了，尤其是A股以芯片公司为代表的高科技行业，攻城拔寨，一路高歌，这气势势不可挡，继续关注金银期货，做多！","listText":"Replying to <a href=\"https://laohu8.com/U/4131409357956500\">@ruan_7128</a>:做梦呢 哥们 国内什么B样子自己还不知道么？//<a href=\"https://laohu8.com/U/4131409357956500\">@ruan_7128</a>:昨天大A股回调之后，今天又大涨，而港A股也是继续上冲，美股指更是继续创新高，热闹非凡，在国内“反内卷”政策的执导下，我们看到大A股在海量资金的推动下不断走出势不可挡的上升，已创出近几年来的新高，估计是要上冲5千点了，尤其是A股以芯片公司为代表的高科技行业，攻城拔寨，一路高歌，这气势势不可挡，继续关注金银期货，做多！","text":"Replying to @ruan_7128:做梦呢 哥们 国内什么B样子自己还不知道么？//@ruan_7128:昨天大A股回调之后，今天又大涨，而港A股也是继续上冲，美股指更是继续创新高，热闹非凡，在国内“反内卷”政策的执导下，我们看到大A股在海量资金的推动下不断走出势不可挡的上升，已创出近几年来的新高，估计是要上冲5千点了，尤其是A股以芯片公司为代表的高科技行业，攻城拔寨，一路高歌，这气势势不可挡，继续关注金银期货，做多！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472485412036640","isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467944484040768,"gmtCreate":1755261526547,"gmtModify":1755261528346,"author":{"id":"4172570782583842","authorId":"4172570782583842","name":"ZB111","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4172570782583842","authorIdStr":"4172570782583842"},"themes":[],"htmlText":"好，赶紧下来让我接点","listText":"好，赶紧下来让我接点","text":"好，赶紧下来让我接点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467944484040768","repostId":"1155143823","repostType":2,"repost":{"id":"1155143823","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":1755219008,"share":"https://www.laohu8.com/m/news/1155143823?lang=&edition=full","pubTime":"2025-08-15 08:50","market":"us","language":"zh","title":"Circle宣布1000万股公开发行每股定价130美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1155143823","media":"老虎资讯综合","summary":"8月15日，全球金融科技公司及稳定币市场领导者Circle今日宣布，其10,000,000股A类普通股的公开发行定价为每股130.00美元。Circle将发行2,000,000股A类普通股，而售股股东将发行8,000,000股A类普通股。配合此次发行，Circle授予承销商30天的认购权，允许其额外认购最多1,500,000股A类普通股。","content":"<html><head></head><body><p>8月15日，全球金融科技公司及稳定币市场领导者Circle今日宣布，其10,000,000股A类普通股的公开发行定价为每股130.00美元。Circle将发行2,000,000股A类普通股，而售股股东将发行8,000,000股A类普通股。配合此次发行，Circle授予承销商30天的认购权，允许其额外认购最多1,500,000股A类普通股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae9767df3c4bdc76c937d1a1faa6fdfd\" tg-width=\"1812\" tg-height=\"667\"/></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 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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\">\nCircle宣布1000万股公开发行每股定价130美元\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\">2025-08-15 08:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月15日，全球金融科技公司及稳定币市场领导者Circle今日宣布，其10,000,000股A类普通股的公开发行定价为每股130.00美元。Circle将发行2,000,000股A类普通股，而售股股东将发行8,000,000股A类普通股。配合此次发行，Circle授予承销商30天的认购权，允许其额外认购最多1,500,000股A类普通股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae9767df3c4bdc76c937d1a1faa6fdfd\" tg-width=\"1812\" tg-height=\"667\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"CRCL":"Circle Internet Corp."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155143823","content_text":"8月15日，全球金融科技公司及稳定币市场领导者Circle今日宣布，其10,000,000股A类普通股的公开发行定价为每股130.00美元。Circle将发行2,000,000股A类普通股，而售股股东将发行8,000,000股A类普通股。配合此次发行，Circle授予承销商30天的认购权，允许其额外认购最多1,500,000股A类普通股。","news_type":1,"symbols_score_info":{"CRCL":1.1}},"isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430787113644288,"gmtCreate":1746194466520,"gmtModify":1746197148624,"author":{"id":"4172570782583842","authorId":"4172570782583842","name":"ZB111","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4172570782583842","authorIdStr":"4172570782583842"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$&nbsp;</a><v-v data-views=\"0\"></v-v> 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你们这些人多一点"},{"author":{"id":"3505706151977206","authorId":"3505706151977206","name":"股市不倒翁","avatar":"https://static.tigerbbs.com/e5f1c6ce755f9828d46c0c9bac734d78","crmLevel":5,"crmLevelSwitch":0,"idStr":"3505706151977206","authorIdStr":"3505706151977206"},"content":"王小雨还没卖呢[笑哭]","text":"王小雨还没卖呢[笑哭]","html":"王小雨还没卖呢[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410815530672504,"gmtCreate":1741325310281,"gmtModify":1741326322425,"author":{"id":"4172570782583842","authorId":"4172570782583842","name":"ZB111","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4172570782583842","authorIdStr":"4172570782583842"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3562148271530289\">@夜流沙</a>:你觉得只有你会做T，机构不会用高频算法做T？各个基金做T早就把成本降下来了。大盘就算再跌40.50，都没到人家成本位//<a href=\"https://laohu8.com/U/3562148271530289\">@夜流沙</a>:特朗普不在乎股市其实是因为跌的太少，再跌20个点你看他在不在乎，帮他拉票的人估计不会这么想[贱笑]","listText":"Replying to <a href=\"https://laohu8.com/U/3562148271530289\">@夜流沙</a>:你觉得只有你会做T，机构不会用高频算法做T？各个基金做T早就把成本降下来了。大盘就算再跌40.50，都没到人家成本位//<a href=\"https://laohu8.com/U/3562148271530289\">@夜流沙</a>:特朗普不在乎股市其实是因为跌的太少，再跌20个点你看他在不在乎，帮他拉票的人估计不会这么想[贱笑]","text":"Replying to @夜流沙:你觉得只有你会做T，机构不会用高频算法做T？各个基金做T早就把成本降下来了。大盘就算再跌40.50，都没到人家成本位//@夜流沙:特朗普不在乎股市其实是因为跌的太少，再跌20个点你看他在不在乎，帮他拉票的人估计不会这么想[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410815530672504","isVote":1,"tweetType":1,"viewCount":1543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":409698116698776,"gmtCreate":1741033878324,"gmtModify":1741064403713,"author":{"id":"4172570782583842","authorId":"4172570782583842","name":"ZB111","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4172570782583842","authorIdStr":"4172570782583842"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 继续接，看你的英伟达能不能给你们拉到150让你们全仓的人逃命。我觉得90也贵。可以空军，但绝对不买贵股","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 继续接，看你的英伟达能不能给你们拉到150让你们全仓的人逃命。我觉得90也贵。可以空军，但绝对不买贵股","text":"$英伟达(NVDA)$ 继续接，看你的英伟达能不能给你们拉到150让你们全仓的人逃命。我觉得90也贵。可以空军，但绝对不买贵股","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":3,"commentSize":16,"repostSize":0,"link":"https://laohu8.com/post/409698116698776","isVote":1,"tweetType":1,"viewCount":5792,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4201194654786860","authorId":"4201194654786860","name":"5666202b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4201194654786860","authorIdStr":"4201194654786860"},"content":"没钱接了，但是不卖，我看你做空等着血本无归，等着盘夜，盘前拉上来，你盘后就血本无归了","text":"没钱接了，但是不卖，我看你做空等着血本无归，等着盘夜，盘前拉上来，你盘后就血本无归了","html":"没钱接了，但是不卖，我看你做空等着血本无归，等着盘夜，盘前拉上来，你盘后就血本无归了"},{"author":{"id":"3580106986186914","authorId":"3580106986186914","name":"Enndm_","avatar":"https://static.tigerbbs.com/2918527ef8b7e0bfccea56c4ae9f0d7f","crmLevel":2,"crmLevelSwitch":0,"idStr":"3580106986186914","authorIdStr":"3580106986186914"},"content":"只要再能回到150就不是全仓人逃命了 就是全仓人杠杠加仓all in了","text":"只要再能回到150就不是全仓人逃命了 就是全仓人杠杠加仓all in了","html":"只要再能回到150就不是全仓人逃命了 就是全仓人杠杠加仓all in了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408353193799712,"gmtCreate":1740717234614,"gmtModify":1740719465175,"author":{"id":"4172570782583842","authorId":"4172570782583842","name":"ZB111","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4172570782583842","authorIdStr":"4172570782583842"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 不要慌，继续梭哈全仓买Call，别人恐慌你反向操作才能挣到大钱。英伟达、特斯拉、加密货币才刚刚只是开始，英伟达最低到500，特斯拉到1000，比特币至少到50W","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 不要慌，继续梭哈全仓买Call，别人恐慌你反向操作才能挣到大钱。英伟达、特斯拉、加密货币才刚刚只是开始，英伟达最低到500，特斯拉到1000，比特币至少到50W","text":"$英伟达(NVDA)$ 不要慌，继续梭哈全仓买Call，别人恐慌你反向操作才能挣到大钱。英伟达、特斯拉、加密货币才刚刚只是开始，英伟达最低到500，特斯拉到1000，比特币至少到50W","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/408353193799712","isVote":1,"tweetType":1,"viewCount":3717,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561546214310164","authorId":"3561546214310164","name":"Win A Trophy","avatar":"https://static.tigerbbs.com/9c95591321a3105d4ef4b6609e354a6d","crmLevel":9,"crmLevelSwitch":0,"idStr":"3561546214310164","authorIdStr":"3561546214310164"},"content":"我梭哈了 英伟达 今晚125的 call希望今天至少拉到125吧","text":"我梭哈了 英伟达 今晚125的 call希望今天至少拉到125吧","html":"我梭哈了 英伟达 今晚125的 call希望今天至少拉到125吧"},{"author":{"id":"3462396565804988","authorId":"3462396565804988","name":"逆向分析师","avatar":"https://static.tigerbbs.com/a030da24eb4cbe664584c68eca1c40df","crmLevel":6,"crmLevelSwitch":0,"idStr":"3462396565804988","authorIdStr":"3462396565804988"},"content":"没看懂，你选的不是看空吗","text":"没看懂，你选的不是看空吗","html":"没看懂，你选的不是看空吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415838979805696,"gmtCreate":1742531324955,"gmtModify":1742531328100,"author":{"id":"4172570782583842","authorId":"4172570782583842","name":"ZB111","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4172570782583842","authorIdStr":"4172570782583842"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 看多的人超过50%了，好，继续跌，跌到散户割肉出场为止","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 看多的人超过50%了，好，继续跌，跌到散户割肉出场为止","text":"$特斯拉(TSLA)$ 看多的人超过50%了，好，继续跌，跌到散户割肉出场为止","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/415838979805696","isVote":1,"tweetType":1,"viewCount":2666,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3476097804612533","authorId":"3476097804612533","name":"以小搏大 以大搏小","avatar":"https://static.tigerbbs.com/20bc5be966bc4bb2d9303e877f97b225","crmLevel":7,"crmLevelSwitch":1,"idStr":"3476097804612533","authorIdStr":"3476097804612533"},"content":"大趋势确实是跌，但短期可能能到275$，所以不要盲目做空","text":"大趋势确实是跌，但短期可能能到275$，所以不要盲目做空","html":"大趋势确实是跌，但短期可能能到275$，所以不要盲目做空"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389824792015320,"gmtCreate":1736217803618,"gmtModify":1736218157515,"author":{"id":"4172570782583842","authorId":"4172570782583842","name":"ZB111","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4172570782583842","authorIdStr":"4172570782583842"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 暴雷","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 暴雷","text":"$英伟达(NVDA)$ 暴雷","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/389824792015320","isVote":1,"tweetType":1,"viewCount":2315,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3440540550401156","authorId":"3440540550401156","name":"KEINS","avatar":"https://static.tigerbbs.com/70c84e27d76e3a3450fb952380b9db3e","crmLevel":2,"crmLevelSwitch":0,"idStr":"3440540550401156","authorIdStr":"3440540550401156"},"content":"你是不是p2p烂尾房买多了？？","text":"你是不是p2p烂尾房买多了？？","html":"你是不是p2p烂尾房买多了？？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412641756975488,"gmtCreate":1741769756780,"gmtModify":1741769760321,"author":{"id":"4172570782583842","authorId":"4172570782583842","name":"ZB111","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4172570782583842","authorIdStr":"4172570782583842"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 只要还有人喊着抄底，那就是没到底","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 只要还有人喊着抄底，那就是没到底","text":"$特斯拉(TSLA)$ 只要还有人喊着抄底，那就是没到底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/412641756975488","isVote":1,"tweetType":1,"viewCount":2079,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3523536666774916","authorId":"3523536666774916","name":"画饼仙人韭菜花","avatar":"https://static.tigerbbs.com/2467760e12a0719e780d7f9aa6176a05","crmLevel":1,"crmLevelSwitch":0,"idStr":"3523536666774916","authorIdStr":"3523536666774916"},"content":"对的需要 你们这些人多一点","text":"对的需要 你们这些人多一点","html":"对的需要 你们这些人多一点"},{"author":{"id":"3505706151977206","authorId":"3505706151977206","name":"股市不倒翁","avatar":"https://static.tigerbbs.com/e5f1c6ce755f9828d46c0c9bac734d78","crmLevel":5,"crmLevelSwitch":0,"idStr":"3505706151977206","authorIdStr":"3505706151977206"},"content":"王小雨还没卖呢[笑哭]","text":"王小雨还没卖呢[笑哭]","html":"王小雨还没卖呢[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425323332535024,"gmtCreate":1744848459048,"gmtModify":1744853026119,"author":{"id":"4172570782583842","authorId":"4172570782583842","name":"ZB111","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4172570782583842","authorIdStr":"4172570782583842"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$&nbsp;</a><v-v data-views=\"0\"></v-v> 跌去地底，让老子十几万归0吧","listText":"<a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$&nbsp;</a><v-v data-views=\"0\"></v-v> 跌去地底，让老子十几万归0吧","text":"$诺和诺德(NVO)$ 跌去地底，让老子十几万归0吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/425323332535024","isVote":1,"tweetType":1,"viewCount":2094,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3465877826119039","authorId":"3465877826119039","name":"一雨成烟","avatar":"https://static.tigerbbs.com/467d481c895f6bfd337b50860c3b84e2","crmLevel":8,"crmLevelSwitch":0,"idStr":"3465877826119039","authorIdStr":"3465877826119039"},"content":"现在满意了吧","text":"现在满意了吧","html":"现在满意了吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417687349096768,"gmtCreate":1743015741386,"gmtModify":1743015742837,"author":{"id":"4172570782583842","authorId":"4172570782583842","name":"ZB111","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4172570782583842","authorIdStr":"4172570782583842"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 舒服了。借着反弹不割肉，还在幻想延续牛市","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 舒服了。借着反弹不割肉，还在幻想延续牛市","text":"$英伟达(NVDA)$ 舒服了。借着反弹不割肉，还在幻想延续牛市","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417687349096768","isVote":1,"tweetType":1,"viewCount":813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486841708998864,"gmtCreate":1759886630329,"gmtModify":1759886632603,"author":{"id":"4172570782583842","authorId":"4172570782583842","name":"ZB111","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4172570782583842","authorIdStr":"4172570782583842"},"themes":[],"htmlText":"已经开始套娃了","listText":"已经开始套娃了","text":"已经开始套娃了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486841708998864","repostId":"1180456571","repostType":2,"repost":{"id":"1180456571","kind":"news","pubTimestamp":1759841378,"share":"https://www.laohu8.com/m/news/1180456571?lang=&edition=full","pubTime":"2025-10-07 20:49","market":"us","language":"zh","title":"OpenAI制造的集体狂飙引发互联网泡沫联想，这次更具“爆炸性”","url":"https://stock-news.laohu8.com/highlight/detail?id=1180456571","media":"环球市场播报","summary":"对人工智能主题可能形成泡沫的担忧升温。","content":"<html><head></head><body><p>　　在OpenAI不断扩张、带动科技股大涨之际，投资者情绪高涨。但越来越多华尔街专业人士担心，那些在短短几分钟内就能令市值增加数百亿美元的剧烈拉升，正在释放出不健康的信号，让人想起互联网泡沫时期。</p><p style=\"text-align: start;\">　　 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 公司周一也经历了这样的“火箭式”上涨。这家芯片制造商与OpenAI达成交易后，股价飙升，盘中高位时公司市值一度增加约1000亿美元；该协议可能为其带来数十亿美元的营收。此前，甲骨文公司上月曾单日大涨36%，一日之间为这家软件公司的市值增加了2550亿美元，起因是其对云业务给出了尤为强劲的指引，其中包括与OpenAI达成的一项为期五年、价值3000亿美元的协议。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b759f077b17ba384ecd5398e27672415\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">　　“如果其中任何一笔交易告吹，我认为会在下游引发令人担忧的连锁反应，”Zacks Investment Management Inc．（管理资产约120亿美元）的客户投资组合经理Brian Mulberry说。“这让我想起上世纪90年代中期电信行业的情况。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56dbd145ef047c68cb08df4b3335a86e\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"589\"/></p><p style=\"text-align: start;\">　　相关走势出现之际，对于人工智能主题可能正在形成泡沫的担忧升温。业内的关键参与者 —— 英伟达与OpenAI —— 与一批从事相关基础设施的公司达成价值数十亿美元的交易。随着投入的不断加码，人们愈发担心，这一趋势会像25年前互联网热潮之后那样，以崩盘收场。当时基于对互联网流量的乐观预期而进行的大举投资，实际兑现远慢于预期。</p><p style=\"text-align: start;\">　　如今一旦开始去泡沫，冲击可能更为剧烈，因为主要科技股合计约占标普500指数的约35%，而1999年时不到15%。</p><p style=\"text-align: start;\">　　“市场给这些交易的定价，仿佛只要和OpenAI有往来，就一定会成为赢家，”Jonestrading首席市场策略师Michael O’Rourke说道。“OpenAI是一家负现金流公司，签这些协议对它而言没有损失。投资者应该更有鉴别力。但现在的环境是‘先买了再说’。”</p><p style=\"text-align: start;\">　　对冲基金亿万富豪Paul Tudor Jones周一表示，目前的环境让他想起互联网泡沫时期。</p><p style=\"text-align: start;\">　　“发生某种形式的引爆的所有条件都已具备，”他说。“会不会重演？历史总是惊人地相似，我认为它会以某种版本再次发生”，称现在的环境“可能比1999年更具爆炸性”。</p><p style=\"text-align: start;\">　　Mulberry称，人们对这些交易的一个重大担忧在于它们之间的循环式资本结构，公司之间用彼此的资金购买彼此的产品。</p><p style=\"text-align: start;\">　　此外，这些体量巨大的公司股价波动之剧烈也令人警惕。他说，这些是拥有“规模庞大且成熟资产负债表”的公司，也在参与此类涨势，“这并不常见，也确实惹人反思”。</p><p>　　当然，AMD的上涨或许有其合理性，因为与OpenAI的协议意味着其在图形处理器（GPU）方面取得重要进展，而AMD正在该领域与英伟达争夺市场份额。追踪AMD的华尔街分析师整体上对此消息表示欢迎。</p><p style=\"text-align: start;\">　　“这份协议从根本上改变了行业今后看待AMD竞争地位的方式，”Benchmark分析师Cody Acree周一在给客户的报告中写道，并将该公司目标价从210美元上调至270美元。“除了这份协议对收入和盈利带来的显而易见的增厚作用之外，我们认为这一消息为AMD提供了有力背书，显示其作为英伟达AI GPU的可行技术替代方案，具备越来越强的竞争力。”</p><p style=\"text-align: start;\">　　尽管如此，短时间内有多只大型科技股齐齐录得两位数涨幅，可能意味着估值已脱离基本面，投资者买入更多是出于害怕错过后续涨势。</p><p style=\"text-align: start;\">　　“价格发现其实相当可怕，”Robert W． Baird &amp; Co．的科技策略师Ted Mortonson在甲骨文大涨后表示。</p><p style=\"text-align: start;\">　　一家那么大的公司在极短时间内获得如此之大的市值增长，“既不正常也不好，”他补充说。“我会把这归入‘过度亢奋’的范畴。”</p></body></html>","source":"lsy1687560890796","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>OpenAI制造的集体狂飙引发互联网泡沫联想，这次更具“爆炸性”</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; 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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\">\nOpenAI制造的集体狂飙引发互联网泡沫联想，这次更具“爆炸性”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-07 20:49 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2025-10-07/doc-inftaqyh4262628.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在OpenAI不断扩张、带动科技股大涨之际，投资者情绪高涨。但越来越多华尔街专业人士担心，那些在短短几分钟内就能令市值增加数百亿美元的剧烈拉升，正在释放出不健康的信号，让人想起互联网泡沫时期。　　 美国超微公司 公司周一也经历了这样的“火箭式”上涨。这家芯片制造商与OpenAI达成交易后，股价飙升，盘中高位时公司市值一度增加约1000亿美元；该协议可能为其带来数十亿美元的营收。此前，甲骨文公司上月...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-10-07/doc-inftaqyh4262628.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d47133d5685a9de5159f1cd25d08b7cc","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达","ORCL":"甲骨文"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-10-07/doc-inftaqyh4262628.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180456571","content_text":"在OpenAI不断扩张、带动科技股大涨之际，投资者情绪高涨。但越来越多华尔街专业人士担心，那些在短短几分钟内就能令市值增加数百亿美元的剧烈拉升，正在释放出不健康的信号，让人想起互联网泡沫时期。　　 美国超微公司 公司周一也经历了这样的“火箭式”上涨。这家芯片制造商与OpenAI达成交易后，股价飙升，盘中高位时公司市值一度增加约1000亿美元；该协议可能为其带来数十亿美元的营收。此前，甲骨文公司上月曾单日大涨36%，一日之间为这家软件公司的市值增加了2550亿美元，起因是其对云业务给出了尤为强劲的指引，其中包括与OpenAI达成的一项为期五年、价值3000亿美元的协议。　　“如果其中任何一笔交易告吹，我认为会在下游引发令人担忧的连锁反应，”Zacks Investment Management Inc．（管理资产约120亿美元）的客户投资组合经理Brian Mulberry说。“这让我想起上世纪90年代中期电信行业的情况。”　　相关走势出现之际，对于人工智能主题可能正在形成泡沫的担忧升温。业内的关键参与者 —— 英伟达与OpenAI —— 与一批从事相关基础设施的公司达成价值数十亿美元的交易。随着投入的不断加码，人们愈发担心，这一趋势会像25年前互联网热潮之后那样，以崩盘收场。当时基于对互联网流量的乐观预期而进行的大举投资，实际兑现远慢于预期。　　如今一旦开始去泡沫，冲击可能更为剧烈，因为主要科技股合计约占标普500指数的约35%，而1999年时不到15%。　　“市场给这些交易的定价，仿佛只要和OpenAI有往来，就一定会成为赢家，”Jonestrading首席市场策略师Michael O’Rourke说道。“OpenAI是一家负现金流公司，签这些协议对它而言没有损失。投资者应该更有鉴别力。但现在的环境是‘先买了再说’。”　　对冲基金亿万富豪Paul Tudor Jones周一表示，目前的环境让他想起互联网泡沫时期。　　“发生某种形式的引爆的所有条件都已具备，”他说。“会不会重演？历史总是惊人地相似，我认为它会以某种版本再次发生”，称现在的环境“可能比1999年更具爆炸性”。　　Mulberry称，人们对这些交易的一个重大担忧在于它们之间的循环式资本结构，公司之间用彼此的资金购买彼此的产品。　　此外，这些体量巨大的公司股价波动之剧烈也令人警惕。他说，这些是拥有“规模庞大且成熟资产负债表”的公司，也在参与此类涨势，“这并不常见，也确实惹人反思”。　　当然，AMD的上涨或许有其合理性，因为与OpenAI的协议意味着其在图形处理器（GPU）方面取得重要进展，而AMD正在该领域与英伟达争夺市场份额。追踪AMD的华尔街分析师整体上对此消息表示欢迎。　　“这份协议从根本上改变了行业今后看待AMD竞争地位的方式，”Benchmark分析师Cody Acree周一在给客户的报告中写道，并将该公司目标价从210美元上调至270美元。“除了这份协议对收入和盈利带来的显而易见的增厚作用之外，我们认为这一消息为AMD提供了有力背书，显示其作为英伟达AI GPU的可行技术替代方案，具备越来越强的竞争力。”　　尽管如此，短时间内有多只大型科技股齐齐录得两位数涨幅，可能意味着估值已脱离基本面，投资者买入更多是出于害怕错过后续涨势。　　“价格发现其实相当可怕，”Robert W． Baird & Co．的科技策略师Ted 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class=\"h-time\">2025-08-15 08:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月15日，全球金融科技公司及稳定币市场领导者Circle今日宣布，其10,000,000股A类普通股的公开发行定价为每股130.00美元。Circle将发行2,000,000股A类普通股，而售股股东将发行8,000,000股A类普通股。配合此次发行，Circle授予承销商30天的认购权，允许其额外认购最多1,500,000股A类普通股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae9767df3c4bdc76c937d1a1faa6fdfd\" tg-width=\"1812\" tg-height=\"667\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"CRCL":"Circle Internet 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