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hraley
2025-02-02
给了多少钱天天推送垃圾信息
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18:45","market":"us","language":"zh","title":"DeepSeek打崩美股？尽管英伟达被重创，科技巨头整体仍强势","url":"https://stock-news.laohu8.com/highlight/detail?id=1113943235","media":"新浪美股","summary":"市场对强劲盈利表现感到满意。","content":"<html><head></head><body><p>作者：赵颖</p><p>尽管过去一周美股遭遇“DeepSeek冲击”，但科技巨头经受住市场考验，Mag 7整体依旧备受青睐，市场对强劲盈利表现感到满意。</p><p style=\"text-align: justify;\">动荡一周后，科技巨头表现稳健，尽管面临新的风险和估值压力，投资者仍坚定地押注这些科技巨头，四大科技公司的业绩基本符合其巨大市值所隐含的承诺，缓解了DeepSeek带来的担忧。</p><p style=\"text-align: justify;\"><strong>具体而言，Meta凭借广告业务超预期增长提振市场信心，特斯拉通过成本控制稳住阵脚，苹果服务业务收入创新高；另一方面，英伟达遭到“重创”，微软云业务增速放缓拖累股价。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ace6a9a05fcf55b593bf3de0387cd54d\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">苹果和Meta股价本周均上涨，推动标普500指数再创历史新高，尽管英伟达和其他人工智能基础设施股票表现不佳，作为一个整体，所谓的Mag 7（包括微软 、亚马逊 、Alphabet和特斯拉）本周基本未受太大影响，仍然受到股东的青睐。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92b0670fa0f8d195d75a67b7b1c257ae\" title=\"\" tg-width=\"1398\" tg-height=\"1336\"/></p><p style=\"text-align: justify;\">过去两年，标普500指数大部分涨幅都来自这七大巨头。随着利润增长放缓和估值过高，投资者越来越希望其他493家公司能有出色表现。</p><p style=\"text-align: justify;\">Fulton Breakefield Broenniman LLC研究主管Michael Bailey表示：</p><blockquote><p style=\"text-align: justify;\">投资者在本周初可能相当乐观，中途受到震动，然后几个大人物站出来说一切都好。他们没有举白旗。他们应该是房间里最聪明的人，他们没有惊慌失措。</p></blockquote><h2 id=\"1264fdc2\" style=\"text-align: start;\">盈利前景乐观，AI投资回报受关注</h2><p style=\"text-align: justify;\"><strong>根据彭博研究汇编的数据，四季度Mag 7的利润增长预期已从本周初的22%上调至26%。尽管这低于去年第一季度51%的增幅，标志着连续第四个季度增速放缓，但仍远高于标普500指数预期的10%增长。</strong></p><p style=\"text-align: justify;\">50 Park Investments首席执行官Adam Sarhan在接受彭博采访时表示：</p><blockquote><p style=\"text-align: justify;\">我对盈利表现的强劲程度感到非常满意，市场也是如此。总的来说，大多数股票都在上涨。基本面依然完好无损。</p></blockquote><p style=\"text-align: justify;\">与本周的实际业绩相比， 财报电话会议上的评论似乎更能赢得那些在DeepSeek的破坏性威胁下需要安慰的投资者的支持。</p><p style=\"text-align: justify;\"><strong>Meta CEO扎克伯格对公司的AI战略充满信心，并驳斥了人们对AI基础设施支出过高的担忧。这一表现掩盖了令人失望的收入预测，提振了股价，本周收盘上涨6.4%。该公司连续10天上涨，为近十年来最长的上涨记录。</strong></p><p style=\"text-align: justify;\">不过，随着DeepSeek的出现和盈利增长放缓，科技巨头在未来几个月内展示AI投资回报的压力增大。Roundhill Investments首席执行官Dave Mazza指出，考虑到这些公司的高估值，这一点尤为重要。</p><p style=\"text-align: justify;\">彭博社追踪"七大巨头"股票的指数显示，这些公司的市盈率达到31倍，高于2022年底的约20倍，也远超标准普尔500指数的22倍。尽管面临挑战，"七大巨头"仍然受到投资者青睐。Mazza承认：</p><blockquote><p style=\"text-align: justify;\">目前我们正处于动物精神和狂热情绪高涨的时期，因此短期内市盈率可能还会继续上升。</p></blockquote></body></html>","source":"xlmg","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>DeepSeek打崩美股？尽管英伟达被重创，科技巨头整体仍强势</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\">\nDeepSeek打崩美股？尽管英伟达被重创，科技巨头整体仍强势\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-02 18:45 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2025-02-02/doc-ineianux9201313.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：赵颖尽管过去一周美股遭遇“DeepSeek冲击”，但科技巨头经受住市场考验，Mag 7整体依旧备受青睐，市场对强劲盈利表现感到满意。动荡一周后，科技巨头表现稳健，尽管面临新的风险和估值压力，投资者仍坚定地押注这些科技巨头，四大科技公司的业绩基本符合其巨大市值所隐含的承诺，缓解了DeepSeek带来的担忧。具体而言，Meta凭借广告业务超预期增长提振市场信心，特斯拉通过成本控制稳住阵脚，苹果...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-02-02/doc-ineianux9201313.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/da1844438e5d648a81b70258645b0469","relate_stocks":{"TSLA":"特斯拉","NVDA":"英伟达","AAPL":"苹果"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-02-02/doc-ineianux9201313.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113943235","content_text":"作者：赵颖尽管过去一周美股遭遇“DeepSeek冲击”，但科技巨头经受住市场考验，Mag 7整体依旧备受青睐，市场对强劲盈利表现感到满意。动荡一周后，科技巨头表现稳健，尽管面临新的风险和估值压力，投资者仍坚定地押注这些科技巨头，四大科技公司的业绩基本符合其巨大市值所隐含的承诺，缓解了DeepSeek带来的担忧。具体而言，Meta凭借广告业务超预期增长提振市场信心，特斯拉通过成本控制稳住阵脚，苹果服务业务收入创新高；另一方面，英伟达遭到“重创”，微软云业务增速放缓拖累股价。苹果和Meta股价本周均上涨，推动标普500指数再创历史新高，尽管英伟达和其他人工智能基础设施股票表现不佳，作为一个整体，所谓的Mag 7（包括微软 、亚马逊 、Alphabet和特斯拉）本周基本未受太大影响，仍然受到股东的青睐。过去两年，标普500指数大部分涨幅都来自这七大巨头。随着利润增长放缓和估值过高，投资者越来越希望其他493家公司能有出色表现。Fulton Breakefield Broenniman LLC研究主管Michael Bailey表示：投资者在本周初可能相当乐观，中途受到震动，然后几个大人物站出来说一切都好。他们没有举白旗。他们应该是房间里最聪明的人，他们没有惊慌失措。盈利前景乐观，AI投资回报受关注根据彭博研究汇编的数据，四季度Mag 7的利润增长预期已从本周初的22%上调至26%。尽管这低于去年第一季度51%的增幅，标志着连续第四个季度增速放缓，但仍远高于标普500指数预期的10%增长。50 Park Investments首席执行官Adam Sarhan在接受彭博采访时表示：我对盈利表现的强劲程度感到非常满意，市场也是如此。总的来说，大多数股票都在上涨。基本面依然完好无损。与本周的实际业绩相比， 财报电话会议上的评论似乎更能赢得那些在DeepSeek的破坏性威胁下需要安慰的投资者的支持。Meta CEO扎克伯格对公司的AI战略充满信心，并驳斥了人们对AI基础设施支出过高的担忧。这一表现掩盖了令人失望的收入预测，提振了股价，本周收盘上涨6.4%。该公司连续10天上涨，为近十年来最长的上涨记录。不过，随着DeepSeek的出现和盈利增长放缓，科技巨头在未来几个月内展示AI投资回报的压力增大。Roundhill Investments首席执行官Dave Mazza指出，考虑到这些公司的高估值，这一点尤为重要。彭博社追踪\"七大巨头\"股票的指数显示，这些公司的市盈率达到31倍，高于2022年底的约20倍，也远超标准普尔500指数的22倍。尽管面临挑战，\"七大巨头\"仍然受到投资者青睐。Mazza承认：目前我们正处于动物精神和狂热情绪高涨的时期，因此短期内市盈率可能还会继续上升。","news_type":1,"symbols_score_info":{"TSLA":1.1,"AAPL":1.1,"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":2332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":399252026175688,"gmtCreate":1738496489941,"gmtModify":1738499457094,"author":{"id":"4191819137322152","authorId":"4191819137322152","name":"hraley","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4191819137322152","idStr":"4191819137322152"},"themes":[],"title":"","htmlText":"给了多少钱天天推送垃圾信息","listText":"给了多少钱天天推送垃圾信息","text":"给了多少钱天天推送垃圾信息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/399252026175688","repostId":"1113943235","repostType":2,"isVote":1,"tweetType":1,"viewCount":2332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
