股海丁蛤的个人主页 - 老虎社区

股海丁蛤

股海丁蛤

技術性調整，不要怕

IP属地：上海

26关注

2粉丝

1主题

0勋章

04-16

都说了是梦，怎么可能实现

03-28

就算我不了解特斯拉，我还能不了解缅a么？

03-21

夏虫不足以语冰，古人诚不欺我

02-15

$NVDA 20250214 139.0 CALL$ 好久没玩末日期权了

02-12

多大的鳄？能大过vanguard和贝莱德？

01-31

远离中丐，多看少动，稳健投资

01-30

只要一直唱空总能瞎猫碰上死耗子一回，上海爷叔失散多年的美国兄弟[贱笑]

《黑天鹅》作者：英伟达周一暴跌只是开始，未来回调幅度可能是两、三倍

01-27

$特朗普媒体科技集团(DJT)$

2024-11-26

$英伟达(NVDA)$ 关于英伟达，你只需要问自己相不相信AI能改变人类社会

2024-11-09

美元历来是川普执政纲领的核心之一，如果鲍威尔不配合，川普肯定会想尽办法赶走他，然后说出那句著名的YOUR ARE FIRED[开心][开心][开心]

2024-11-01

还得是你啊，一门心思拿特斯拉的电动车说事，储能和AI是完全不提，是技术太高深你不懂吗？

2024-11-01

1%从统计学角度根本都算不上显著差异，用提前投票结果来干扰大选已经是蠢驴党的传统艺能了。连黑人男性都投特朗普，而不是同为黑人的哈里斯，结果已经显而易见了。

2024-10-26

军备竞赛不搞不行，谁也不想对手先高处AGI

李开复在“私密论坛”上透露：AI生态严重失衡，只有英伟达一家受益

2024-10-24

$好未来(TAL)$ 追随老师的脚步

2024-10-14

$英伟达(NVDA)$ 大选前暂时清仓

2024-10-14

$英伟达(NVDA)$ 大选前暂时清仓

2024-10-12

$三倍做空富时中国ETF-Direxion(YANG)$ 看好A股牛市

2024-10-11

$特斯拉(TSLA)$ 形势不甚明朗，先出来再说

2024-09-03

大模型都不是自有的，苹果算什么AI股

2024-09-03

苹果安卓都有，没影响

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4181384855966692","uuid":"4181384855966692","gmtCreate":1718283466218,"gmtModify":1718294434828,"name":"股海丁蛤","pinyin":"ghdhguhaidingha","introduction":"","introductionEn":"","signature":"技術性調整，不要怕","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","hat":"https://static.tigerbbs.com/2b6219675842600ebb42baa43c645832","hatId":"shopping-ade52cc5578c0ab14ae09872a9e5bce2","hatName":"英伟达头像框","vip":1,"status":2,"fanSize":2,"headSize":26,"tweetSize":47,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":1,"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":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.27","exceedPercentage":"93.97%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.24","exceedPercentage":"93.86%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.08","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.19","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.27","exceedPercentage":"93.41%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":6,"crmLevelSwitch":1,"location":"上海","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":13,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":424773681295760,"gmtCreate":1744736735765,"gmtModify":1744736737838,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4181384855966692","idStr":"4181384855966692"},"themes":[],"htmlText":"都说了是梦，怎么可能实现","listText":"都说了是梦，怎么可能实现","text":"都说了是梦，怎么可能实现","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424773681295760","isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":418009481900296,"gmtCreate":1743094378115,"gmtModify":1743094379662,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4181384855966692","idStr":"4181384855966692"},"themes":[],"htmlText":"就算我不了解特斯拉，我还能不了解缅a么？","listText":"就算我不了解特斯拉，我还能不了解缅a么？","text":"就算我不了解特斯拉，我还能不了解缅a么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/418009481900296","isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415876469559744,"gmtCreate":1742540877114,"gmtModify":1742540878653,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4181384855966692","idStr":"4181384855966692"},"themes":[],"htmlText":"夏虫不足以语冰，古人诚不欺我","listText":"夏虫不足以语冰，古人诚不欺我","text":"夏虫不足以语冰，古人诚不欺我","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415876469559744","isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403709553725712,"gmtCreate":1739587417049,"gmtModify":1739587710471,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4181384855966692","idStr":"4181384855966692"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/NVDA 20250214 139.0 CALL\">$NVDA 20250214 139.0 CALL$</a> 好久没玩末日期权了","listText":"<a href=\"https://laohu8.com/OPT/NVDA 20250214 139.0 CALL\">$NVDA 20250214 139.0 CALL$</a> 好久没玩末日期权了","text":"$NVDA 20250214 139.0 CALL$ 好久没玩末日期权了","images":[{"img":"https://static.tigerbbs.com/7f43dcb0762a8ac950086e8ea63ab759","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403709553725712","isVote":1,"tweetType":1,"viewCount":1013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":402744504549784,"gmtCreate":1739344980751,"gmtModify":1739344982323,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4181384855966692","idStr":"4181384855966692"},"themes":[],"htmlText":"多大的鳄？能大过vanguard和贝莱德？","listText":"多大的鳄？能大过vanguard和贝莱德？","text":"多大的鳄？能大过vanguard和贝莱德？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402744504549784","isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398606732866216,"gmtCreate":1738338732837,"gmtModify":1738338735367,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4181384855966692","idStr":"4181384855966692"},"themes":[],"htmlText":"远离中丐，多看少动，稳健投资","listText":"远离中丐，多看少动，稳健投资","text":"远离中丐，多看少动，稳健投资","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398606732866216","isVote":1,"tweetType":1,"viewCount":1415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398050930143904,"gmtCreate":1738202988432,"gmtModify":1738203412599,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4181384855966692","idStr":"4181384855966692"},"themes":[],"htmlText":"只要一直唱空总能瞎猫碰上死耗子一回，上海爷叔失散多年的美国兄弟[贱笑]&nbsp;&nbsp;","listText":"只要一直唱空总能瞎猫碰上死耗子一回，上海爷叔失散多年的美国兄弟[贱笑]&nbsp;&nbsp;","text":"只要一直唱空总能瞎猫碰上死耗子一回，上海爷叔失散多年的美国兄弟[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398050930143904","repostId":"2507231165","repostType":2,"repost":{"id":"2507231165","kind":"news","pubTimestamp":1738107956,"share":"https://www.laohu8.com/m/news/2507231165?lang=&edition=full","pubTime":"2025-01-29 07:45","market":"us","language":"zh","title":"《黑天鹅》作者：英伟达周一暴跌只是开始，未来回调幅度可能是两、三倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2507231165","media":"全天候科技","summary":"《黑天鹅》一书的作者Nassim Taleb表示，周一英伟达遭遇的17%惨痛抛售，只是一个开始，考虑到行业风险，周一英伟达的下跌幅度实际上非常小。人们开始适应现实，他们现在意识到，已经不再是完美无缺的了。","content":"<html><head></head><body><p>《黑天鹅》一书的作者Nassim Taleb在最新接受彭博社对话时警告称，投资者盲目追逐华尔街AI热潮面临风险，<strong>周一<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>遭遇的17%惨痛抛售，只是一个开始，未来的回调幅度可能是17%跌幅的两倍甚至三倍：</strong></p><blockquote><p>这只是开始，是人们开始适应现实。因为他们现在意识到，已经不再是完美无缺的了——玻璃杯上有了小缺口。</p><p>到目前为止，投资者都过于关注一种叙事：随着英伟达保持在AI领域的主导地位，该公司的股价将持续上涨。然而考虑到行业风险，周一英伟达的下跌幅度实际上非常小。</p></blockquote><p>英伟达周一的暴跌令其市值抹去了5890亿美元，为美股有史以来最大。周二，英伟达盘中大幅反弹。</p><p>Taleb因畅销书《黑天鹅》闻名，这本书探讨了罕见和难以预测事件的极端影响。他目前担任Universa Investments的科学顾问，这是一家专注于尾部风险对冲的基金，提供类似保险的策略，帮助投资者保护投资组合免受剧烈市场波动的冲击。</p><p>Taleb以前是期权交易员，在业内以悲观的预言而著称，但他的预言并非次次应验。例如2023年初，他曾警告许多投资者尚未为高利率时代做好准备，资产可能不再像疯了一样地膨胀。但自那以来，受AI投资狂热的推动，美股大幅飙升。</p><p>不过，Taleb和Universa Investments并非主张投资者完全撤离市场，从而错过潜在的涨势，而是建议在投资组合中配置一部分资产用于防范突发冲击。</p><p>Taleb表示，太多投资者盲目推高与AI相关公司的股价，而他们实际上并不了解这项技术的运作方式或如何成功。他形容科技公司为“灰天鹅”，因为市场往往低估了这些股票可能出现的巨大日内波动。</p><p>Taleb还再次强调他对美国债务不可持续的担忧。他警告称，如果劳动力成本上升与激进的关税政策结合，可能会引发“通胀爆发”，并认为考虑到这种风险，美国债券市场并不是明智的投资标的。</p><p></p></body></html>","source":"awtmt_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>《黑天鹅》作者：英伟达周一暴跌只是开始，未来回调幅度可能是两、三倍</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《黑天鹅》作者：英伟达周一暴跌只是开始，未来回调幅度可能是两、三倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-29 07:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://api.jianyuweb.com/apiv1/content/articles/3740173?extract=1><strong>全天候科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>《黑天鹅》一书的作者Nassim Taleb在最新接受彭博社对话时警告称，投资者盲目追逐华尔街AI热潮面临风险，周一英伟达遭遇的17%惨痛抛售，只是一个开始，未来的回调幅度可能是17%跌幅的两倍甚至三倍：这只是开始，是人们开始适应现实。因为他们现在意识到，已经不再是完美无缺的了——玻璃杯上有了小缺口。到目前为止，投资者都过于关注一种叙事：随着英伟达保持在AI领域的主导地位，该公司的股价将持续上涨。...</p>\n\n<a href=\"https://api.jianyuweb.com/apiv1/content/articles/3740173?extract=1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{},"source_url":"https://api.jianyuweb.com/apiv1/content/articles/3740173?extract=1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2507231165","content_text":"《黑天鹅》一书的作者Nassim Taleb在最新接受彭博社对话时警告称，投资者盲目追逐华尔街AI热潮面临风险，周一英伟达遭遇的17%惨痛抛售，只是一个开始，未来的回调幅度可能是17%跌幅的两倍甚至三倍：这只是开始，是人们开始适应现实。因为他们现在意识到，已经不再是完美无缺的了——玻璃杯上有了小缺口。到目前为止，投资者都过于关注一种叙事：随着英伟达保持在AI领域的主导地位，该公司的股价将持续上涨。然而考虑到行业风险，周一英伟达的下跌幅度实际上非常小。英伟达周一的暴跌令其市值抹去了5890亿美元，为美股有史以来最大。周二，英伟达盘中大幅反弹。Taleb因畅销书《黑天鹅》闻名，这本书探讨了罕见和难以预测事件的极端影响。他目前担任Universa Investments的科学顾问，这是一家专注于尾部风险对冲的基金，提供类似保险的策略，帮助投资者保护投资组合免受剧烈市场波动的冲击。Taleb以前是期权交易员，在业内以悲观的预言而著称，但他的预言并非次次应验。例如2023年初，他曾警告许多投资者尚未为高利率时代做好准备，资产可能不再像疯了一样地膨胀。但自那以来，受AI投资狂热的推动，美股大幅飙升。不过，Taleb和Universa Investments并非主张投资者完全撤离市场，从而错过潜在的涨势，而是建议在投资组合中配置一部分资产用于防范突发冲击。Taleb表示，太多投资者盲目推高与AI相关公司的股价，而他们实际上并不了解这项技术的运作方式或如何成功。他形容科技公司为“灰天鹅”，因为市场往往低估了这些股票可能出现的巨大日内波动。Taleb还再次强调他对美国债务不可持续的担忧。他警告称，如果劳动力成本上升与激进的关税政策结合，可能会引发“通胀爆发”，并认为考虑到这种风险，美国债券市场并不是明智的投资标的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397174632055360,"gmtCreate":1737989070026,"gmtModify":1737989532550,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4181384855966692","idStr":"4181384855966692"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$&nbsp;</a>&nbsp;","text":"$特朗普媒体科技集团(DJT)$","images":[{"img":"https://static.tigerbbs.com/69d2eb1c1d042080f325688244a0771e","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397174632055360","isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":375129314447536,"gmtCreate":1732588172305,"gmtModify":1732588174428,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4181384855966692","idStr":"4181384855966692"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 关于英伟达，你只需要问自己相不相信AI能改变人类社会","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 关于英伟达，你只需要问自己相不相信AI能改变人类社会","text":"$英伟达(NVDA)$ 关于英伟达，你只需要问自己相不相信AI能改变人类社会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/375129314447536","isVote":1,"tweetType":1,"viewCount":3163,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457299282858406","authorId":"3457299282858406","name":"ckxy2008","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3457299282858406","idStr":"3457299282858406"},"content":"显然不相信啊[笑哭]，这波ai从头到尾就没有什么突破，能长这么多纯粹就是美联储撒钱钱多的没处去了而已。。美国国债都36万亿了，如果国债72万亿，英伟达能到300，国债如果降低到3.6万亿，英伟达只值13块。就是一个数字游戏罢了","text":"显然不相信啊[笑哭]，这波ai从头到尾就没有什么突破，能长这么多纯粹就是美联储撒钱钱多的没处去了而已。。美国国债都36万亿了，如果国债72万亿，英伟达能到300，国债如果降低到3.6万亿，英伟达只值13块。就是一个数字游戏罢了","html":"显然不相信啊[笑哭]，这波ai从头到尾就没有什么突破，能长这么多纯粹就是美联储撒钱钱多的没处去了而已。。美国国债都36万亿了，如果国债72万亿，英伟达能到300，国债如果降低到3.6万亿，英伟达只值13块。就是一个数字游戏罢了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368921366028336,"gmtCreate":1731106267164,"gmtModify":1731116321861,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4181384855966692","idStr":"4181384855966692"},"themes":[],"htmlText":"美元历来是川普执政纲领的核心之一，如果鲍威尔不配合，川普肯定会想尽办法赶走他，然后说出那句著名的YOUR ARE FIRED[开心][开心][开心]","listText":"美元历来是川普执政纲领的核心之一，如果鲍威尔不配合，川普肯定会想尽办法赶走他，然后说出那句著名的YOUR ARE FIRED[开心][开心][开心]","text":"美元历来是川普执政纲领的核心之一，如果鲍威尔不配合，川普肯定会想尽办法赶走他，然后说出那句著名的YOUR ARE FIRED[开心][开心][开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368921366028336","isVote":1,"tweetType":1,"viewCount":1365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366343323209872,"gmtCreate":1730465549643,"gmtModify":1730465551954,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4181384855966692","idStr":"4181384855966692"},"themes":[],"htmlText":"还得是你啊，一门心思拿特斯拉的电动车说事，储能和AI是完全不提，是技术太高深你不懂吗？","listText":"还得是你啊，一门心思拿特斯拉的电动车说事，储能和AI是完全不提，是技术太高深你不懂吗？","text":"还得是你啊，一门心思拿特斯拉的电动车说事，储能和AI是完全不提，是技术太高深你不懂吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366343323209872","isVote":1,"tweetType":1,"viewCount":2007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366304347201576,"gmtCreate":1730455914386,"gmtModify":1730458131885,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4181384855966692","idStr":"4181384855966692"},"themes":[],"htmlText":"1%从统计学角度根本都算不上显著差异，用提前投票结果来干扰大选已经是蠢驴党的传统艺能了。连黑人男性都投特朗普，而不是同为黑人的哈里斯，结果已经显而易见了。","listText":"1%从统计学角度根本都算不上显著差异，用提前投票结果来干扰大选已经是蠢驴党的传统艺能了。连黑人男性都投特朗普，而不是同为黑人的哈里斯，结果已经显而易见了。","text":"1%从统计学角度根本都算不上显著差异，用提前投票结果来干扰大选已经是蠢驴党的传统艺能了。连黑人男性都投特朗普，而不是同为黑人的哈里斯，结果已经显而易见了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366304347201576","isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364081663996176,"gmtCreate":1729897227415,"gmtModify":1729897229649,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4181384855966692","idStr":"4181384855966692"},"themes":[],"htmlText":"军备竞赛不搞不行，谁也不想对手先高处AGI","listText":"军备竞赛不搞不行，谁也不想对手先高处AGI","text":"军备竞赛不搞不行，谁也不想对手先高处AGI","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364081663996176","repostId":"1109801267","repostType":2,"repost":{"id":"1109801267","kind":"news","pubTimestamp":1729827589,"share":"https://www.laohu8.com/m/news/1109801267?lang=&edition=full","pubTime":"2024-10-25 11:39","market":"us","language":"zh","title":"李开复在“私密论坛”上透露：AI生态严重失衡，只有英伟达一家受益","url":"https://stock-news.laohu8.com/highlight/detail?id=1109801267","media":"IT之家","summary":"整个 AI 生态链表现出严重的“失衡”。","content":"<html><head></head><body><p>创新工场董事长兼首席执行官李开复最近在一次“私密论坛”上表达了对当前 AI 形势的看法：当前的 AI 生态系统可能正在逐渐走向“不可持续”。</p><p>在他看来，<strong>现阶段除了显卡巨头英伟达在经济上收获满满，其他 AI 领域的玩家，包括应用开发者和企业，则挣扎在微薄的利润边缘，整个 AI 生态链表现出严重的“失衡”。</strong></p><p>李开复指出，通常情况下，应用开发商赚的钱要多于硬件提供商，然而在 AI 领域，这种格局被颠倒了，反而是底层基础设施赚得最多。这种趋势并不健康，甚至可能拖慢 AI 的发展步伐。</p><p>李开复认为，历史上成功的技术生态系统是应用开发者获得利润、吸引用户，再反过来推动基础设施改进，从而形成一个良性循环。而 AI 领域这种颠倒的盈利模式则打破了这一“健康状态”。简单来说，如果没有更多的企业在应用层获利，AI 生态可能会陷入停滞。</p><p>英伟达股价本周一飙升，创下新的历史高点。该股收涨 4.14%，至 143.71 美元，总市值一举突破 3.525 万亿美元（当前约 25.1 万亿元人民币）大关，逼近全球市值第一的苹果公司。</p><p>截至自然年 2024 年 7 月 28 日的英伟达 2025 财年第二财季报告显示，该公司第二财季营收 300 亿美元，同比增长 122%；第二财季净利润 165.99 亿美元，同比增长 168%。</p><p></p></body></html>","source":"ithome","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>李开复在“私密论坛”上透露：AI生态严重失衡，只有英伟达一家受益</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李开复在“私密论坛”上透露：AI生态严重失衡，只有英伟达一家受益\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-25 11:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ithome.com/0/805/070.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>创新工场董事长兼首席执行官李开复最近在一次“私密论坛”上表达了对当前 AI 形势的看法：当前的 AI 生态系统可能正在逐渐走向“不可持续”。在他看来，现阶段除了显卡巨头英伟达在经济上收获满满，其他 AI 领域的玩家，包括应用开发者和企业，则挣扎在微薄的利润边缘，整个 AI 生态链表现出严重的“失衡”。李开复指出，通常情况下，应用开发商赚的钱要多于硬件提供商，然而在 AI 领域，这种格局被颠倒了，...</p>\n\n<a href=\"https://www.ithome.com/0/805/070.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3709368ac50f55d6210d9e89890a6fd0","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.ithome.com/0/805/070.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109801267","content_text":"创新工场董事长兼首席执行官李开复最近在一次“私密论坛”上表达了对当前 AI 形势的看法：当前的 AI 生态系统可能正在逐渐走向“不可持续”。在他看来，现阶段除了显卡巨头英伟达在经济上收获满满，其他 AI 领域的玩家，包括应用开发者和企业，则挣扎在微薄的利润边缘，整个 AI 生态链表现出严重的“失衡”。李开复指出，通常情况下，应用开发商赚的钱要多于硬件提供商，然而在 AI 领域，这种格局被颠倒了，反而是底层基础设施赚得最多。这种趋势并不健康，甚至可能拖慢 AI 的发展步伐。李开复认为，历史上成功的技术生态系统是应用开发者获得利润、吸引用户，再反过来推动基础设施改进，从而形成一个良性循环。而 AI 领域这种颠倒的盈利模式则打破了这一“健康状态”。简单来说，如果没有更多的企业在应用层获利，AI 生态可能会陷入停滞。英伟达股价本周一飙升，创下新的历史高点。该股收涨 4.14%，至 143.71 美元，总市值一举突破 3.525 万亿美元（当前约 25.1 万亿元人民币）大关，逼近全球市值第一的苹果公司。截至自然年 2024 年 7 月 28 日的英伟达 2025 财年第二财季报告显示，该公司第二财季营收 300 亿美元，同比增长 122%；第二财季净利润 165.99 亿美元，同比增长 168%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363531098898728,"gmtCreate":1729778073228,"gmtModify":1729779606692,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4181384855966692","idStr":"4181384855966692"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$&nbsp;</a> 追随老师的脚步","listText":"<a href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$&nbsp;</a> 追随老师的脚步","text":"$好未来(TAL)$ 追随老师的脚步","images":[{"img":"https://static.tigerbbs.com/b66e6575665e6b43d6d280ba98aac3c7","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363531098898728","isVote":1,"tweetType":1,"viewCount":1594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":359913307529384,"gmtCreate":1728896168344,"gmtModify":1728896205055,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4181384855966692","idStr":"4181384855966692"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 大选前暂时清仓","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 大选前暂时清仓","text":"$英伟达(NVDA)$ 大选前暂时清仓","images":[{"img":"https://static.tigerbbs.com/8fcdee95c090d3ea973cd7cf950b5e7b","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/359913307529384","isVote":1,"tweetType":1,"viewCount":2212,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3476405047536270","authorId":"3476405047536270","name":"股心","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3476405047536270","idStr":"3476405047536270"},"content":"我也清仓了，但是感觉卖飞了","text":"我也清仓了，但是感觉卖飞了","html":"我也清仓了，但是感觉卖飞了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":359913108332800,"gmtCreate":1728896127883,"gmtModify":1728896194852,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4181384855966692","idStr":"4181384855966692"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 大选前暂时清仓","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 大选前暂时清仓","text":"$英伟达(NVDA)$ 大选前暂时清仓","images":[{"img":"https://static.tigerbbs.com/15293d238a897828c5925bac4b51b2ea","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359913108332800","isVote":1,"tweetType":1,"viewCount":1753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":359055855480936,"gmtCreate":1728668125549,"gmtModify":1728668666399,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4181384855966692","idStr":"4181384855966692"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YANG\">$三倍做空富时中国ETF-Direxion(YANG)$&nbsp;</a> 看好A股牛市","listText":"<a href=\"https://laohu8.com/S/YANG\">$三倍做空富时中国ETF-Direxion(YANG)$&nbsp;</a> 看好A股牛市","text":"$三倍做空富时中国ETF-Direxion(YANG)$ 看好A股牛市","images":[{"img":"https://static.tigerbbs.com/63a91c0689718e049fda89653db74744","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359055855480936","isVote":1,"tweetType":1,"viewCount":1944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":358861566312728,"gmtCreate":1728620606198,"gmtModify":1728622841758,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4181384855966692","idStr":"4181384855966692"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 形势不甚明朗，先出来再说","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 形势不甚明朗，先出来再说","text":"$特斯拉(TSLA)$ 形势不甚明朗，先出来再说","images":[{"img":"https://static.tigerbbs.com/e2d73244099439707b2768217bd2dd52","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358861566312728","isVote":1,"tweetType":1,"viewCount":2040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":345461006786832,"gmtCreate":1725376918439,"gmtModify":1725376920659,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4181384855966692","idStr":"4181384855966692"},"themes":[],"htmlText":"大模型都不是自有的，苹果算什么AI股","listText":"大模型都不是自有的，苹果算什么AI股","text":"大模型都不是自有的，苹果算什么AI股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/345461006786832","isVote":1,"tweetType":1,"viewCount":1140,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4161219388359572","authorId":"4161219388359572","name":"JesusApple","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4161219388359572","idStr":"4161219388359572"},"content":"和msft一样变成使用ai的平台","text":"和msft一样变成使用ai的平台","html":"和msft一样变成使用ai的平台"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345433456529680,"gmtCreate":1725370192302,"gmtModify":1725370194584,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4181384855966692","idStr":"4181384855966692"},"themes":[],"htmlText":"苹果安卓都有，没影响","listText":"苹果安卓都有，没影响","text":"苹果安卓都有，没影响","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345433456529680","isVote":1,"tweetType":1,"viewCount":1907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":331541488009464,"gmtCreate":1721949584796,"gmtModify":1721974982148,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181384855966692","authorIdStr":"4181384855966692"},"themes":[],"htmlText":"财报靠EV，估值靠AI，这就是特斯拉现在矛盾的地方，也是股价波动的根源。对于Robotaxi和Optimus，市场尚未看到明确的信号，所以说现在就是一场豪赌，押注马斯克能继续兑现自己的天才。10月10日初见端倪。","listText":"财报靠EV，估值靠AI，这就是特斯拉现在矛盾的地方，也是股价波动的根源。对于Robotaxi和Optimus，市场尚未看到明确的信号，所以说现在就是一场豪赌，押注马斯克能继续兑现自己的天才。10月10日初见端倪。","text":"财报靠EV，估值靠AI，这就是特斯拉现在矛盾的地方，也是股价波动的根源。对于Robotaxi和Optimus，市场尚未看到明确的信号，所以说现在就是一场豪赌，押注马斯克能继续兑现自己的天才。10月10日初见端倪。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/331541488009464","isVote":1,"tweetType":1,"viewCount":8938,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274751437415","authorId":"3479274751437415","name":"星空下的暗恋","avatar":"https://static.tigerbbs.com/a24bcc27dc29a6d8ea2018519aa88251","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274751437415","authorIdStr":"3479274751437415"},"content":"[呆住] 特斯拉前景多元化发展，风险与潜力共存","text":"[呆住] 特斯拉前景多元化发展，风险与潜力共存","html":"[呆住] 特斯拉前景多元化发展，风险与潜力共存"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398606732866216,"gmtCreate":1738338732837,"gmtModify":1738338735367,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181384855966692","authorIdStr":"4181384855966692"},"themes":[],"htmlText":"远离中丐，多看少动，稳健投资","listText":"远离中丐，多看少动，稳健投资","text":"远离中丐，多看少动，稳健投资","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398606732866216","isVote":1,"tweetType":1,"viewCount":1415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325174336741384,"gmtCreate":1720417318554,"gmtModify":1720417613427,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181384855966692","authorIdStr":"4181384855966692"},"themes":[],"htmlText":"笑死，现在随便一个初创公司都能声称自己能造出比英伟达更好且更便宜芯片，还能融到资","listText":"笑死，现在随便一个初创公司都能声称自己能造出比英伟达更好且更便宜芯片，还能融到资","text":"笑死，现在随便一个初创公司都能声称自己能造出比英伟达更好且更便宜芯片，还能融到资","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/325174336741384","repostId":"1170827191","repostType":2,"isVote":1,"tweetType":1,"viewCount":3258,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4183532361586690","authorId":"4183532361586690","name":"Rayekk","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4183532361586690","authorIdStr":"4183532361586690"},"content":"本来就可以啊...而且英伟达最近几次发布会的产物本身技术突破就不大啊...垄断是注定不行的","text":"本来就可以啊...而且英伟达最近几次发布会的产物本身技术突破就不大啊...垄断是注定不行的","html":"本来就可以啊...而且英伟达最近几次发布会的产物本身技术突破就不大啊...垄断是注定不行的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359913307529384,"gmtCreate":1728896168344,"gmtModify":1728896205055,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181384855966692","authorIdStr":"4181384855966692"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 大选前暂时清仓","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 大选前暂时清仓","text":"$英伟达(NVDA)$ 大选前暂时清仓","images":[{"img":"https://static.tigerbbs.com/8fcdee95c090d3ea973cd7cf950b5e7b","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/359913307529384","isVote":1,"tweetType":1,"viewCount":2212,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3476405047536270","authorId":"3476405047536270","name":"股心","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3476405047536270","authorIdStr":"3476405047536270"},"content":"我也清仓了，但是感觉卖飞了","text":"我也清仓了，但是感觉卖飞了","html":"我也清仓了，但是感觉卖飞了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":325939405275368,"gmtCreate":1720576653072,"gmtModify":1720577315335,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181384855966692","authorIdStr":"4181384855966692"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIPG\">$星竞威武(NIPG)$</a> 家里开赌场的真·富二代为了区区2000多万美金ipo，是为了名正言顺的玩游戏？还是更方便赌球或者说赌赛？还是为了又一个头衔？","listText":"<a href=\"https://laohu8.com/S/NIPG\">$星竞威武(NIPG)$</a> 家里开赌场的真·富二代为了区区2000多万美金ipo，是为了名正言顺的玩游戏？还是更方便赌球或者说赌赛？还是为了又一个头衔？","text":"$星竞威武(NIPG)$ 家里开赌场的真·富二代为了区区2000多万美金ipo，是为了名正言顺的玩游戏？还是更方便赌球或者说赌赛？还是为了又一个头衔？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/325939405275368","isVote":1,"tweetType":1,"viewCount":2631,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4183644062603840","authorId":"4183644062603840","name":"Richdemon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4183644062603840","authorIdStr":"4183644062603840"},"content":"还有更深层的布局[开心]","text":"还有更深层的布局[开心]","html":"还有更深层的布局[开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328429214023976,"gmtCreate":1721226002274,"gmtModify":1721269647610,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181384855966692","authorIdStr":"4181384855966692"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/AAPL 20240920 190.0 PUT\">$AAPL 20240920 190.0 PUT$</a> 根据现有公布信息，更倾向认为新一代iPhone AI功能不过是加强版siri，料无法有效激发消费者，尤其是中国大陆地区销量。","listText":"<a href=\"https://laohu8.com/OPT/AAPL 20240920 190.0 PUT\">$AAPL 20240920 190.0 PUT$</a> 根据现有公布信息，更倾向认为新一代iPhone AI功能不过是加强版siri，料无法有效激发消费者，尤其是中国大陆地区销量。","text":"$AAPL 20240920 190.0 PUT$ 根据现有公布信息，更倾向认为新一代iPhone AI功能不过是加强版siri，料无法有效激发消费者，尤其是中国大陆地区销量。","images":[{"img":"https://static.tigerbbs.com/672a866a84b3db13c0bf084093d47bac","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/328429214023976","isVote":1,"tweetType":1,"viewCount":6755,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010313","authorId":"10000000000010313","name":"艾迪尔00","avatar":"https://static.tigerbbs.com/acbcdba23abf01629ff9868ac714915f","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010313","authorIdStr":"10000000000010313"},"content":"太可惜了[捂脸] 对于新一代iPhone AI功能的期待太高了，结果只是加强版Siri","text":"太可惜了[捂脸] 对于新一代iPhone AI功能的期待太高了，结果只是加强版Siri","html":"太可惜了[捂脸] 对于新一代iPhone AI功能的期待太高了，结果只是加强版Siri"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":375129314447536,"gmtCreate":1732588172305,"gmtModify":1732588174428,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181384855966692","authorIdStr":"4181384855966692"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 关于英伟达，你只需要问自己相不相信AI能改变人类社会","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 关于英伟达，你只需要问自己相不相信AI能改变人类社会","text":"$英伟达(NVDA)$ 关于英伟达，你只需要问自己相不相信AI能改变人类社会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/375129314447536","isVote":1,"tweetType":1,"viewCount":3163,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457299282858406","authorId":"3457299282858406","name":"ckxy2008","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3457299282858406","authorIdStr":"3457299282858406"},"content":"显然不相信啊[笑哭]，这波ai从头到尾就没有什么突破，能长这么多纯粹就是美联储撒钱钱多的没处去了而已。。美国国债都36万亿了，如果国债72万亿，英伟达能到300，国债如果降低到3.6万亿，英伟达只值13块。就是一个数字游戏罢了","text":"显然不相信啊[笑哭]，这波ai从头到尾就没有什么突破，能长这么多纯粹就是美联储撒钱钱多的没处去了而已。。美国国债都36万亿了，如果国债72万亿，英伟达能到300，国债如果降低到3.6万亿，英伟达只值13块。就是一个数字游戏罢了","html":"显然不相信啊[笑哭]，这波ai从头到尾就没有什么突破，能长这么多纯粹就是美联储撒钱钱多的没处去了而已。。美国国债都36万亿了，如果国债72万亿，英伟达能到300，国债如果降低到3.6万亿，英伟达只值13块。就是一个数字游戏罢了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327724181446720,"gmtCreate":1721042672264,"gmtModify":1721042674628,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181384855966692","authorIdStr":"4181384855966692"},"themes":[],"htmlText":"懂王说上台后要把渣克伯格送进监狱，现在眼看着他获胜概率越来越大，部分人可能坐不住了吧","listText":"懂王说上台后要把渣克伯格送进监狱，现在眼看着他获胜概率越来越大，部分人可能坐不住了吧","text":"懂王说上台后要把渣克伯格送进监狱，现在眼看着他获胜概率越来越大，部分人可能坐不住了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/327724181446720","isVote":1,"tweetType":1,"viewCount":2008,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667706358385","authorId":"3527667706358385","name":"股侠在市","avatar":"https://static.tigerbbs.com/c9c2cb3e08d041b6f8784e906d739c4f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667706358385","authorIdStr":"3527667706358385"},"content":"说说而已，应该不会真给送进去，扎克伯格现在也不敢怎么样了，加上meta基本面没有问题，说不一定还要涨一波（懂王的心思不要猜）","text":"说说而已，应该不会真给送进去，扎克伯格现在也不敢怎么样了，加上meta基本面没有问题，说不一定还要涨一波（懂王的心思不要猜）","html":"说说而已，应该不会真给送进去，扎克伯格现在也不敢怎么样了，加上meta基本面没有问题，说不一定还要涨一波（懂王的心思不要猜）"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":418009481900296,"gmtCreate":1743094378115,"gmtModify":1743094379662,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181384855966692","authorIdStr":"4181384855966692"},"themes":[],"htmlText":"就算我不了解特斯拉，我还能不了解缅a么？","listText":"就算我不了解特斯拉，我还能不了解缅a么？","text":"就算我不了解特斯拉，我还能不了解缅a么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/418009481900296","isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345461006786832,"gmtCreate":1725376918439,"gmtModify":1725376920659,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181384855966692","authorIdStr":"4181384855966692"},"themes":[],"htmlText":"大模型都不是自有的，苹果算什么AI股","listText":"大模型都不是自有的，苹果算什么AI股","text":"大模型都不是自有的，苹果算什么AI股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/345461006786832","isVote":1,"tweetType":1,"viewCount":1140,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4161219388359572","authorId":"4161219388359572","name":"JesusApple","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4161219388359572","authorIdStr":"4161219388359572"},"content":"和msft一样变成使用ai的平台","text":"和msft一样变成使用ai的平台","html":"和msft一样变成使用ai的平台"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":424773681295760,"gmtCreate":1744736735765,"gmtModify":1744736737838,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181384855966692","authorIdStr":"4181384855966692"},"themes":[],"htmlText":"都说了是梦，怎么可能实现","listText":"都说了是梦，怎么可能实现","text":"都说了是梦，怎么可能实现","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424773681295760","isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397174632055360,"gmtCreate":1737989070026,"gmtModify":1737989532550,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181384855966692","authorIdStr":"4181384855966692"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$&nbsp;</a>&nbsp;","text":"$特朗普媒体科技集团(DJT)$","images":[{"img":"https://static.tigerbbs.com/69d2eb1c1d042080f325688244a0771e","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397174632055360","isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":359913108332800,"gmtCreate":1728896127883,"gmtModify":1728896194852,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181384855966692","authorIdStr":"4181384855966692"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 大选前暂时清仓","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 大选前暂时清仓","text":"$英伟达(NVDA)$ 大选前暂时清仓","images":[{"img":"https://static.tigerbbs.com/15293d238a897828c5925bac4b51b2ea","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359913108332800","isVote":1,"tweetType":1,"viewCount":1753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":343526726004768,"gmtCreate":1724897937421,"gmtModify":1724897938963,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181384855966692","authorIdStr":"4181384855966692"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 看空的求求你们快抛吧，正愁不够便宜[开心]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 看空的求求你们快抛吧，正愁不够便宜[开心]&nbsp;&nbsp;","text":"$英伟达(NVDA)$ 看空的求求你们快抛吧，正愁不够便宜[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343526726004768","isVote":1,"tweetType":1,"viewCount":1431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340393989058968,"gmtCreate":1724146109186,"gmtModify":1724146413035,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181384855966692","authorIdStr":"4181384855966692"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 继续加仓","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 继续加仓","text":"$英伟达(NVDA)$ 继续加仓","images":[{"img":"https://static.tigerbbs.com/72d51930a923f77577abac7a33fc1c0e","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340393989058968","isVote":1,"tweetType":1,"viewCount":1832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":330073538170984,"gmtCreate":1721614803832,"gmtModify":1721614805768,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181384855966692","authorIdStr":"4181384855966692"},"themes":[],"htmlText":"川宝：都怪姓马的给的实在太多[笑哭]&nbsp;","listText":"川宝：都怪姓马的给的实在太多[笑哭]&nbsp;","text":"川宝：都怪姓马的给的实在太多[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330073538170984","repostId":"1112530425","repostType":2,"repost":{"id":"1112530425","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":1721606280,"share":"https://www.laohu8.com/m/news/1112530425?lang=&edition=full","pubTime":"2024-07-22 07:58","market":"us","language":"zh","title":"特斯拉的利好消息！特朗普正在改变他对电车的态度","url":"https://stock-news.laohu8.com/highlight/detail?id=1112530425","media":"老虎资讯综合","summary":"特朗普正在软改变对电动汽车的立场，“我喜欢埃隆·马斯克，”特朗普说。这对特斯拉来说是个好消息。特斯拉在第二季度在美国销售了大约16.4万辆电动汽车。第一季度，福特报告其电动汽车业务亏损13亿美元。“特斯拉在电动汽车行业中拥有无与伦比的规模和范围。”上周，随着特朗普连任概率的上升，特斯拉股价下跌了3.6%。福特、通用和特斯拉都将公布第二季度的业绩。","content":"<html><head></head><body><p>在星期六于密歇根州举行的前总统特朗普竞选集会上，电动汽车、特斯拉CEO埃隆·马斯克和市场的无形之手都被提及。</p><p>特朗普正在软改变对电动汽车的立场，“我喜欢埃隆·马斯克，”特朗普说。“我一直在谈论电动汽车，无论市场占比多少，10%、12%、7%、20%，怎样都可以，我完全支持。”</p><p>特朗普还提到了马斯克对他的支持以及《华尔街日报》报道的马斯克每月愿意捐赠4500万美元给一个支持特朗普竞选的新政治行动委员会。</p><p>这是前总统的新表态，他过去对电动汽车非常批评。这个转变似乎与政策有关。特朗普的新想法似乎是电动汽车可以接受，但应该让消费者自己选择最适合他们的，而不是通过政府的排放规定或补贴来干预。</p><p>取消电动汽车购买税收抵免、联邦资金用于电动汽车充电站以及排放标准的倒退将基本上减缓美国电动汽车的发展。</p><p>这对特斯拉来说是个好消息。特斯拉是唯一一家在盈利和规模上都有优势的美国电动汽车制造商。特斯拉在第二季度在美国销售了大约16.4万辆电动汽车。福特汽车紧随其后，销售了大约2.3万辆。（特斯拉在海外销售的电动汽车远远超过任何美国汽车制造商。）</p><p>第二季度的收益将在本周公布。第一季度，福特报告其电动汽车业务亏损13亿美元。特斯拉则赚了12亿美元。</p><p>“我们认为特朗普的总统任期对电动汽车行业整体来说是负面的，因为电动汽车的退税/税收激励可能会被取消，但对特斯拉来说，这可能是个积极因素，”丹·艾夫斯在最近的一份报告中写道。“特斯拉在电动汽车行业中拥有无与伦比的规模和范围。”</p><p>市场反映了艾夫斯的一些观点。上周，随着特朗普连任概率的上升，特斯拉股价下跌了3.6%。无利润的电动汽车初创公司Rivian Automotive和Lucid的股价分别下跌了7.5%和17.6%。</p><p>通用汽车的股价下跌了1.4%。福特和Stellantis的股价跌幅不到1%。电动汽车推出速度放缓让它们的传统业务能够更长时间地保持盈利。</p><p>投资者可能会在本周暂时搁置政治问题。福特、通用和特斯拉都将公布第二季度的业绩。</p><p>特斯拉计划在周二晚上公布业绩。华尔街预计每股收益为61美分。超过这个数字应该是预期的结果。特斯拉在7月2日报告了好于预期的第二季度交付量，并且在周一交易开始前，本月股价已经上涨了超过20%。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉的利好消息！特朗普正在改变他对电车的态度</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特斯拉的利好消息！特朗普正在改变他对电车的态度\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\">2024-07-22 07:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>在星期六于密歇根州举行的前总统特朗普竞选集会上，电动汽车、特斯拉CEO埃隆·马斯克和市场的无形之手都被提及。</p><p>特朗普正在软改变对电动汽车的立场，“我喜欢埃隆·马斯克，”特朗普说。“我一直在谈论电动汽车，无论市场占比多少，10%、12%、7%、20%，怎样都可以，我完全支持。”</p><p>特朗普还提到了马斯克对他的支持以及《华尔街日报》报道的马斯克每月愿意捐赠4500万美元给一个支持特朗普竞选的新政治行动委员会。</p><p>这是前总统的新表态，他过去对电动汽车非常批评。这个转变似乎与政策有关。特朗普的新想法似乎是电动汽车可以接受，但应该让消费者自己选择最适合他们的，而不是通过政府的排放规定或补贴来干预。</p><p>取消电动汽车购买税收抵免、联邦资金用于电动汽车充电站以及排放标准的倒退将基本上减缓美国电动汽车的发展。</p><p>这对特斯拉来说是个好消息。特斯拉是唯一一家在盈利和规模上都有优势的美国电动汽车制造商。特斯拉在第二季度在美国销售了大约16.4万辆电动汽车。福特汽车紧随其后，销售了大约2.3万辆。（特斯拉在海外销售的电动汽车远远超过任何美国汽车制造商。）</p><p>第二季度的收益将在本周公布。第一季度，福特报告其电动汽车业务亏损13亿美元。特斯拉则赚了12亿美元。</p><p>“我们认为特朗普的总统任期对电动汽车行业整体来说是负面的，因为电动汽车的退税/税收激励可能会被取消，但对特斯拉来说，这可能是个积极因素，”丹·艾夫斯在最近的一份报告中写道。“特斯拉在电动汽车行业中拥有无与伦比的规模和范围。”</p><p>市场反映了艾夫斯的一些观点。上周，随着特朗普连任概率的上升，特斯拉股价下跌了3.6%。无利润的电动汽车初创公司Rivian Automotive和Lucid的股价分别下跌了7.5%和17.6%。</p><p>通用汽车的股价下跌了1.4%。福特和Stellantis的股价跌幅不到1%。电动汽车推出速度放缓让它们的传统业务能够更长时间地保持盈利。</p><p>投资者可能会在本周暂时搁置政治问题。福特、通用和特斯拉都将公布第二季度的业绩。</p><p>特斯拉计划在周二晚上公布业绩。华尔街预计每股收益为61美分。超过这个数字应该是预期的结果。特斯拉在7月2日报告了好于预期的第二季度交付量，并且在周一交易开始前，本月股价已经上涨了超过20%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉","F":"福特汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112530425","content_text":"在星期六于密歇根州举行的前总统特朗普竞选集会上，电动汽车、特斯拉CEO埃隆·马斯克和市场的无形之手都被提及。特朗普正在软改变对电动汽车的立场，“我喜欢埃隆·马斯克，”特朗普说。“我一直在谈论电动汽车，无论市场占比多少，10%、12%、7%、20%，怎样都可以，我完全支持。”特朗普还提到了马斯克对他的支持以及《华尔街日报》报道的马斯克每月愿意捐赠4500万美元给一个支持特朗普竞选的新政治行动委员会。这是前总统的新表态，他过去对电动汽车非常批评。这个转变似乎与政策有关。特朗普的新想法似乎是电动汽车可以接受，但应该让消费者自己选择最适合他们的，而不是通过政府的排放规定或补贴来干预。取消电动汽车购买税收抵免、联邦资金用于电动汽车充电站以及排放标准的倒退将基本上减缓美国电动汽车的发展。这对特斯拉来说是个好消息。特斯拉是唯一一家在盈利和规模上都有优势的美国电动汽车制造商。特斯拉在第二季度在美国销售了大约16.4万辆电动汽车。福特汽车紧随其后，销售了大约2.3万辆。（特斯拉在海外销售的电动汽车远远超过任何美国汽车制造商。）第二季度的收益将在本周公布。第一季度，福特报告其电动汽车业务亏损13亿美元。特斯拉则赚了12亿美元。“我们认为特朗普的总统任期对电动汽车行业整体来说是负面的，因为电动汽车的退税/税收激励可能会被取消，但对特斯拉来说，这可能是个积极因素，”丹·艾夫斯在最近的一份报告中写道。“特斯拉在电动汽车行业中拥有无与伦比的规模和范围。”市场反映了艾夫斯的一些观点。上周，随着特朗普连任概率的上升，特斯拉股价下跌了3.6%。无利润的电动汽车初创公司Rivian Automotive和Lucid的股价分别下跌了7.5%和17.6%。通用汽车的股价下跌了1.4%。福特和Stellantis的股价跌幅不到1%。电动汽车推出速度放缓让它们的传统业务能够更长时间地保持盈利。投资者可能会在本周暂时搁置政治问题。福特、通用和特斯拉都将公布第二季度的业绩。特斯拉计划在周二晚上公布业绩。华尔街预计每股收益为61美分。超过这个数字应该是预期的结果。特斯拉在7月2日报告了好于预期的第二季度交付量，并且在周一交易开始前，本月股价已经上涨了超过20%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326005015240824,"gmtCreate":1720592601993,"gmtModify":1720593224053,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181384855966692","authorIdStr":"4181384855966692"},"themes":[],"htmlText":"那他还是去买可口可乐吧，基本面几十年不变就是卖糖水的，有些人好像天生缺乏对进化的理解能力，想买百年老字号可以来a股","listText":"那他还是去买可口可乐吧，基本面几十年不变就是卖糖水的，有些人好像天生缺乏对进化的理解能力，想买百年老字号可以来a股","text":"那他还是去买可口可乐吧，基本面几十年不变就是卖糖水的，有些人好像天生缺乏对进化的理解能力，想买百年老字号可以来a股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326005015240824","isVote":1,"tweetType":1,"viewCount":1659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325939791261784,"gmtCreate":1720576841681,"gmtModify":1720577293354,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181384855966692","authorIdStr":"4181384855966692"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 美股真的是个会回报认知的地方，24号上车特斯拉，短短11个交易日盈利30%，对比自己家里那个垃圾，真是高下立判。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 美股真的是个会回报认知的地方，24号上车特斯拉，短短11个交易日盈利30%，对比自己家里那个垃圾，真是高下立判。","text":"$特斯拉(TSLA)$ 美股真的是个会回报认知的地方，24号上车特斯拉，短短11个交易日盈利30%，对比自己家里那个垃圾，真是高下立判。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325939791261784","isVote":1,"tweetType":1,"viewCount":890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415876469559744,"gmtCreate":1742540877114,"gmtModify":1742540878653,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181384855966692","authorIdStr":"4181384855966692"},"themes":[],"htmlText":"夏虫不足以语冰，古人诚不欺我","listText":"夏虫不足以语冰，古人诚不欺我","text":"夏虫不足以语冰，古人诚不欺我","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415876469559744","isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}