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以期之道

以期之道

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01-29

开始坚持模拟交易期权

01-21

迎接特朗普 2.0 时代，美股将何去何从？

查看详情：迎接特朗普 2.0 时代，美股将何去何从？美东时间1月20日，美国候任总统特朗普即将正式就任美国第47任总统。这不仅标志着他执政生涯的延续，也为全球金融市场带来了新的不确定性和期待。此帖仅开放于中国大陆用户

迎接特朗普 2.0 时代，美股将何去何从？

2024-12-25

这篇文章不错，转发给大家看看

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2024-12-03

拭目以待

美光或在年底超越英伟达，分析师：明年EPS还能激增588%！

2024-10-02

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此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395002451587344","isVote":1,"tweetType":1,"viewCount":785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":385292373835984,"gmtCreate":1735105459368,"gmtModify":1735115379056,"author":{"id":"4178446462762442","authorId":"4178446462762442","name":"以期之道","avatar":"https://static.tigerbbs.com/33919d12e3eb78f60445340105a9f3f7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4178446462762442","authorIdStr":"4178446462762442"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385292373835984","repostId":"2494306593","repostType":2,"isVote":1,"tweetType":1,"viewCount":1097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377608499450296,"gmtCreate":1733226158866,"gmtModify":1733231125426,"author":{"id":"4178446462762442","authorId":"4178446462762442","name":"以期之道","avatar":"https://static.tigerbbs.com/33919d12e3eb78f60445340105a9f3f7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4178446462762442","authorIdStr":"4178446462762442"},"themes":[],"htmlText":"拭目以待","listText":"拭目以待","text":"拭目以待","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377608499450296","repostId":"2488965435","repostType":2,"repost":{"id":"2488965435","kind":"news","pubTimestamp":1733211019,"share":"https://www.laohu8.com/m/news/2488965435?lang=&edition=full","pubTime":"2024-12-03 15:30","market":"sh","language":"zh","title":"美光或在年底超越英伟达，分析师：明年EPS还能激增588%！","url":"https://stock-news.laohu8.com/highlight/detail?id=2488965435","media":"智通财经","summary":"智通财经APP获悉，英伟达今年以惊人的收入增长赢得了投资者的青睐，但这只标普500指数人工智能冠军即将跌至第二位。标普全球市场情报和MarketSurge表示，分析师认为，内存芯片制造商美光科技今年第四季度收入将增长84.2%，这超过了英伟达72.1%的季度收入增长预期。英伟达的股价今年上涨了179%，因此这一点很容易被忽视。分析师认为其每股收益将在2025年激增588%。投资者正为标普500指数除美光和英伟达以外的稳健增长做好准备。","content":"<html><head></head><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)今年以惊人的收入增长赢得了投资者的青睐，但这只标普500指数人工智能冠军即将跌至第二位。<a href=\"https://laohu8.com/S/SPGI\">标普全球</a>市场情报和MarketSurge表示，分析师认为，内存芯片制造商<a href=\"https://laohu8.com/S/MU\">美光科技</a>(MU.US)今年第四季度收入将增长84.2%，这超过了英伟达72.1%的季度收入增长预期。</p><p>如此强劲的增长提醒投资者，英伟达并不是标普500指数中唯一值得关注的增长故事。英伟达的股价今年上涨了179%，因此这一点很容易被忽视。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/011cc33aa8120f03508a58820c3f10b2\" tg-width=\"811\" tg-height=\"416\"/></p><p>美光的芯片正在成为渴求数据的人工智能学习模型的关键部分。分析师认为，该公司今年的收入将达到87亿美元。标普500指数中，预计没有任何一家成份股公司在第四季度增长如此迅速。</p><p>此外，美光的增长故事将不仅限定于第四季度。分析师认为其每股收益将在2025年激增588%。</p><p>不过，投资者对美光的股票仍持观望态度。该公司的RS评级仅为48，其股价今年以来上涨了14.8%。而美光以盈利增长不稳定而闻名。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3b5c93f483e2f483960ff44af5eb853\" tg-width=\"813\" tg-height=\"417\"/></p><p>与此同时，市场也在评估标普500指数第四季度增长情况。投资者正为标普500指数除美光和英伟达以外的稳健增长做好准备。</p><p>FactSet说，分析师们认为，标普500指数成分股公司作为一个整体，第四季度营收将增长4.7%。标普500指数成份股公司中，预计有八家公司的季度收入增幅将达到或超过40%。其中包括一些不太明显的人工智能公司，比如硬盘制造商<a href=\"https://laohu8.com/S/STX\">希捷科技</a>(STX.US)和<a href=\"https://laohu8.com/S/WDC\">西部数据</a>(WDC.US)。</p><p>但就目前而言，美光是表现最出色的公司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/365d783b2139ffafb8fcb4b356755837\" tg-width=\"542\" tg-height=\"488\"/></p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美光或在年底超越英伟达，分析师：明年EPS还能激增588%！</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美光或在年底超越英伟达，分析师：明年EPS还能激增588%！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-03 15:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1219555.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，英伟达(NVDA.US)今年以惊人的收入增长赢得了投资者的青睐，但这只标普500指数人工智能冠军即将跌至第二位。标普全球市场情报和MarketSurge表示，分析师认为，内存芯片制造商美光科技(MU.US)今年第四季度收入将增长84.2%，这超过了英伟达72.1%的季度收入增长预期。如此强劲的增长提醒投资者，英伟达并不是标普500指数中唯一值得关注的增长故事。英伟达的股价今年...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1219555.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"MU":"美光科技","NVDA":"英伟达"},"source_url":"http://www.zhitongcaijing.com/content/detail/1219555.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2488965435","content_text":"智通财经APP获悉，英伟达(NVDA.US)今年以惊人的收入增长赢得了投资者的青睐，但这只标普500指数人工智能冠军即将跌至第二位。标普全球市场情报和MarketSurge表示，分析师认为，内存芯片制造商美光科技(MU.US)今年第四季度收入将增长84.2%，这超过了英伟达72.1%的季度收入增长预期。如此强劲的增长提醒投资者，英伟达并不是标普500指数中唯一值得关注的增长故事。英伟达的股价今年上涨了179%，因此这一点很容易被忽视。美光的芯片正在成为渴求数据的人工智能学习模型的关键部分。分析师认为，该公司今年的收入将达到87亿美元。标普500指数中，预计没有任何一家成份股公司在第四季度增长如此迅速。此外，美光的增长故事将不仅限定于第四季度。分析师认为其每股收益将在2025年激增588%。不过，投资者对美光的股票仍持观望态度。该公司的RS评级仅为48，其股价今年以来上涨了14.8%。而美光以盈利增长不稳定而闻名。与此同时，市场也在评估标普500指数第四季度增长情况。投资者正为标普500指数除美光和英伟达以外的稳健增长做好准备。FactSet说，分析师们认为，标普500指数成分股公司作为一个整体，第四季度营收将增长4.7%。标普500指数成份股公司中，预计有八家公司的季度收入增幅将达到或超过40%。其中包括一些不太明显的人工智能公司，比如硬盘制造商希捷科技(STX.US)和西部数据(WDC.US)。但就目前而言，美光是表现最出色的公司。","news_type":1,"symbols_score_info":{"MU":1,"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":1792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355720674181336,"gmtCreate":1727855334369,"gmtModify":1727855603468,"author":{"id":"4178446462762442","authorId":"4178446462762442","name":"以期之道","avatar":"https://static.tigerbbs.com/33919d12e3eb78f60445340105a9f3f7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4178446462762442","authorIdStr":"4178446462762442"},"themes":[],"htmlText":"初来乍到","listText":"初来乍到","text":"初来乍到","images":[{"img":"https://static.tigerbbs.com/d960c2af2c3e631c4dc07ebb8012f063","width":"1440","height":"2014"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355720674181336","isVote":1,"tweetType":1,"viewCount":1424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":397558829568536,"gmtCreate":1738082674832,"gmtModify":1738109214098,"author":{"id":"4178446462762442","authorId":"4178446462762442","name":"以期之道","avatar":"https://static.tigerbbs.com/33919d12e3eb78f60445340105a9f3f7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4178446462762442","idStr":"4178446462762442"},"themes":[],"htmlText":"开始坚持模拟交易期权","listText":"开始坚持模拟交易期权","text":"开始坚持模拟交易期权","images":[{"img":"https://static.tigerbbs.com/d08cfcae2d9094f57827e692a208d9cc","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397558829568536","isVote":1,"tweetType":1,"viewCount":1095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":395002451587344,"gmtCreate":1737446618645,"gmtModify":1737448002827,"author":{"id":"4178446462762442","authorId":"4178446462762442","name":"以期之道","avatar":"https://static.tigerbbs.com/33919d12e3eb78f60445340105a9f3f7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4178446462762442","idStr":"4178446462762442"},"themes":[],"title":"迎接特朗普 2.0 时代，美股将何去何从？","htmlText":"查看详情：<a href=\"https://tigr.link/s/60AAaoB\">迎接特朗普 2.0 时代，美股将何去何从？</a> 美东时间1月20日，美国候任总统特朗普即将正式就任美国第47任总统。这不仅标志着他执政生涯的延续，也为全球金融市场带来了新的不确定性和期待。 此帖仅开放于中国大陆用户","listText":"查看详情：<a href=\"https://tigr.link/s/60AAaoB\">迎接特朗普 2.0 时代，美股将何去何从？</a> 美东时间1月20日，美国候任总统特朗普即将正式就任美国第47任总统。这不仅标志着他执政生涯的延续，也为全球金融市场带来了新的不确定性和期待。 此帖仅开放于中国大陆用户","text":"查看详情：迎接特朗普 2.0 时代，美股将何去何从？ 美东时间1月20日，美国候任总统特朗普即将正式就任美国第47任总统。这不仅标志着他执政生涯的延续，也为全球金融市场带来了新的不确定性和期待。 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395002451587344","isVote":1,"tweetType":1,"viewCount":785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":385292373835984,"gmtCreate":1735105459368,"gmtModify":1735115379056,"author":{"id":"4178446462762442","authorId":"4178446462762442","name":"以期之道","avatar":"https://static.tigerbbs.com/33919d12e3eb78f60445340105a9f3f7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4178446462762442","idStr":"4178446462762442"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385292373835984","repostId":"2494306593","repostType":2,"isVote":1,"tweetType":1,"viewCount":1097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377608499450296,"gmtCreate":1733226158866,"gmtModify":1733231125426,"author":{"id":"4178446462762442","authorId":"4178446462762442","name":"以期之道","avatar":"https://static.tigerbbs.com/33919d12e3eb78f60445340105a9f3f7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4178446462762442","idStr":"4178446462762442"},"themes":[],"htmlText":"拭目以待","listText":"拭目以待","text":"拭目以待","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377608499450296","repostId":"2488965435","repostType":2,"repost":{"id":"2488965435","kind":"news","pubTimestamp":1733211019,"share":"https://www.laohu8.com/m/news/2488965435?lang=&edition=full","pubTime":"2024-12-03 15:30","market":"sh","language":"zh","title":"美光或在年底超越英伟达，分析师：明年EPS还能激增588%！","url":"https://stock-news.laohu8.com/highlight/detail?id=2488965435","media":"智通财经","summary":"智通财经APP获悉，英伟达今年以惊人的收入增长赢得了投资者的青睐，但这只标普500指数人工智能冠军即将跌至第二位。标普全球市场情报和MarketSurge表示，分析师认为，内存芯片制造商美光科技今年第四季度收入将增长84.2%，这超过了英伟达72.1%的季度收入增长预期。英伟达的股价今年上涨了179%，因此这一点很容易被忽视。分析师认为其每股收益将在2025年激增588%。投资者正为标普500指数除美光和英伟达以外的稳健增长做好准备。","content":"<html><head></head><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)今年以惊人的收入增长赢得了投资者的青睐，但这只标普500指数人工智能冠军即将跌至第二位。<a href=\"https://laohu8.com/S/SPGI\">标普全球</a>市场情报和MarketSurge表示，分析师认为，内存芯片制造商<a href=\"https://laohu8.com/S/MU\">美光科技</a>(MU.US)今年第四季度收入将增长84.2%，这超过了英伟达72.1%的季度收入增长预期。</p><p>如此强劲的增长提醒投资者，英伟达并不是标普500指数中唯一值得关注的增长故事。英伟达的股价今年上涨了179%，因此这一点很容易被忽视。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/011cc33aa8120f03508a58820c3f10b2\" tg-width=\"811\" tg-height=\"416\"/></p><p>美光的芯片正在成为渴求数据的人工智能学习模型的关键部分。分析师认为，该公司今年的收入将达到87亿美元。标普500指数中，预计没有任何一家成份股公司在第四季度增长如此迅速。</p><p>此外，美光的增长故事将不仅限定于第四季度。分析师认为其每股收益将在2025年激增588%。</p><p>不过，投资者对美光的股票仍持观望态度。该公司的RS评级仅为48，其股价今年以来上涨了14.8%。而美光以盈利增长不稳定而闻名。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3b5c93f483e2f483960ff44af5eb853\" tg-width=\"813\" tg-height=\"417\"/></p><p>与此同时，市场也在评估标普500指数第四季度增长情况。投资者正为标普500指数除美光和英伟达以外的稳健增长做好准备。</p><p>FactSet说，分析师们认为，标普500指数成分股公司作为一个整体，第四季度营收将增长4.7%。标普500指数成份股公司中，预计有八家公司的季度收入增幅将达到或超过40%。其中包括一些不太明显的人工智能公司，比如硬盘制造商<a href=\"https://laohu8.com/S/STX\">希捷科技</a>(STX.US)和<a href=\"https://laohu8.com/S/WDC\">西部数据</a>(WDC.US)。</p><p>但就目前而言，美光是表现最出色的公司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/365d783b2139ffafb8fcb4b356755837\" tg-width=\"542\" tg-height=\"488\"/></p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美光或在年底超越英伟达，分析师：明年EPS还能激增588%！</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美光或在年底超越英伟达，分析师：明年EPS还能激增588%！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-03 15:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1219555.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，英伟达(NVDA.US)今年以惊人的收入增长赢得了投资者的青睐，但这只标普500指数人工智能冠军即将跌至第二位。标普全球市场情报和MarketSurge表示，分析师认为，内存芯片制造商美光科技(MU.US)今年第四季度收入将增长84.2%，这超过了英伟达72.1%的季度收入增长预期。如此强劲的增长提醒投资者，英伟达并不是标普500指数中唯一值得关注的增长故事。英伟达的股价今年...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1219555.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"MU":"美光科技","NVDA":"英伟达"},"source_url":"http://www.zhitongcaijing.com/content/detail/1219555.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2488965435","content_text":"智通财经APP获悉，英伟达(NVDA.US)今年以惊人的收入增长赢得了投资者的青睐，但这只标普500指数人工智能冠军即将跌至第二位。标普全球市场情报和MarketSurge表示，分析师认为，内存芯片制造商美光科技(MU.US)今年第四季度收入将增长84.2%，这超过了英伟达72.1%的季度收入增长预期。如此强劲的增长提醒投资者，英伟达并不是标普500指数中唯一值得关注的增长故事。英伟达的股价今年上涨了179%，因此这一点很容易被忽视。美光的芯片正在成为渴求数据的人工智能学习模型的关键部分。分析师认为，该公司今年的收入将达到87亿美元。标普500指数中，预计没有任何一家成份股公司在第四季度增长如此迅速。此外，美光的增长故事将不仅限定于第四季度。分析师认为其每股收益将在2025年激增588%。不过，投资者对美光的股票仍持观望态度。该公司的RS评级仅为48，其股价今年以来上涨了14.8%。而美光以盈利增长不稳定而闻名。与此同时，市场也在评估标普500指数第四季度增长情况。投资者正为标普500指数除美光和英伟达以外的稳健增长做好准备。FactSet说，分析师们认为，标普500指数成分股公司作为一个整体，第四季度营收将增长4.7%。标普500指数成份股公司中，预计有八家公司的季度收入增幅将达到或超过40%。其中包括一些不太明显的人工智能公司，比如硬盘制造商希捷科技(STX.US)和西部数据(WDC.US)。但就目前而言，美光是表现最出色的公司。","news_type":1,"symbols_score_info":{"MU":1,"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":1792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355720674181336,"gmtCreate":1727855334369,"gmtModify":1727855603468,"author":{"id":"4178446462762442","authorId":"4178446462762442","name":"以期之道","avatar":"https://static.tigerbbs.com/33919d12e3eb78f60445340105a9f3f7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4178446462762442","idStr":"4178446462762442"},"themes":[],"htmlText":"初来乍到","listText":"初来乍到","text":"初来乍到","images":[{"img":"https://static.tigerbbs.com/d960c2af2c3e631c4dc07ebb8012f063","width":"1440","height":"2014"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355720674181336","isVote":1,"tweetType":1,"viewCount":1424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}