人间花开的个人主页 - 老虎社区

人间花开

人间花开

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2025-06-21

$Faraday Future Intelligent Electric Inc(FFAI)$ 跌到1.2可以入手了，下个礼拜1.2差不多吧

2025-04-17

$霸王茶姬(CHA)$ 60出头没问题，到今晚不会那么高，一个礼拜之内，60差不多

2025-03-10

$特斯拉(TSLA)$ 150以下吧，6月份之前会跌到150一下，甚至是135。

2025-04-17

$霸王茶姬(CHA)$ 我觉得涨幅和雪王不分上下，可能会超过蜜雪

2025-12-05

$特斯拉(TSLA)$ 年底冲刺，这个月底有望突破500

2025-05-28

$特斯拉(TSLA)$ 这个礼拜反弹到380应该问题不大

2025-08-28

对英伟达财报已经不感兴趣了，爱咋滴咋滴吧，涨也好，回调也罢，反正又不是我一个人持股英伟达，我这点算啥，毛毛雨而已。

英伟达Q2数据中心收入不及市场预期，本季度营收指引不够亮眼

2025-08-13

$Figma(FIG)$ 感觉这个股要跌到60以下了，最近一直高开低走，形式不妙

2025-04-17

$霸王茶姬(CHA)$ 期待已久

2025-06-30

$英伟达(NVDA)$ 今晚利好，160没问题，

2025-04-01

Replying to @卡皮巴投:149买入至今未补仓//@卡皮巴投:有人一起补仓英伟达吗？120多的本，想着100左右补。。。

2025-04-10

$特斯拉(TSLA)$ 财报一出立马跌30个点不止吧，210到220震荡

2025-03-31

$特斯拉(TSLA)$ 五一之前，跌到180到150最高涨到320。年底突破450到500

2025-09-03

2025年底410没问题

韩国散户大举减持特斯拉股票，抛售规模创历史新高

2025-08-26

$英伟达(NVDA)$ 这次财报后，涨幅应该最少在190左右，也有可能直冲200，

2025-07-24

$特斯拉(TSLA)$ 回调到290到300没问题，继续上车

2025-07-15

Replying to @辛达吉73:你不希望到1千吗，那样你会拥有一套海景房//@辛达吉73:哇塞，如果能到250就好了，那我就给卖了

2025-06-26

$特斯拉(TSLA)$ 6月26日，估计会回调到310，最好也不会超过335

2025-06-25

$特斯拉(TSLA)$ 305到330算是最高了，

2025-03-17

$特斯拉(TSLA)$ 200到135

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11:41","market":"us","language":"zh","title":"韩国散户大举减持特斯拉股票，抛售规模创历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2564578603","media":"中关村在线","summary":"近期，曾被视为埃隆·马斯克最坚定支持者的韩国个人投资者，正大举减持特斯拉股票，抛售规模达到历史较高水平。据统计，韩国散户在8月净卖出价值6.57亿美元的特斯拉股票，创下自2019年初以来的最大单月流出纪录。而在过去四个月中，从特斯拉撤出的资金总额已达18亿美元。分析指出，韩国投资者对特斯拉信心减弱，主要源于对该公司人工智能发展战略进展的不满。与此同时，部分从特斯拉撤离的资金转向了波动性更高的资产。","content":"<p>近期，曾被视为埃隆·马斯克最坚定支持者的韩国个人投资者，正大举减持<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票，抛售规模达到历史较高水平。</p><p>据统计，韩国散户在8月净卖出价值6.57亿美元的特斯拉股票，创下自2019年初以来的最大单月流出纪录。而在过去四个月中，从特斯拉撤出的资金总额已达18亿美元。</p><p>与此同时，一只提供特斯拉两倍杠杆的交易所交易基金TSLL也在8月遭遇5.54亿美元的资金赎回，流出规模为2024年以来最大。</p><p>分析指出，韩国投资者对特斯拉信心减弱，主要源于对该公司人工智能发展战略进展的不满。许多投资者认为，特斯拉在AI领域并未如预期那样走在行业前列。</p><p>与此同时，部分从特斯拉撤离的资金转向了波动性更高的资产。例如，Bitmine Immersion在8月获得2.53亿美元的净流入，因其新推出的以太币财库平台而被投资者视为以太币相关的投资标的。</p>","source":"tencent","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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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韩国散户大举减持特斯拉股票，抛售规模创历史新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-03 11:41 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202509031438469774a0a4&s=b><strong>中关村在线</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，曾被视为埃隆·马斯克最坚定支持者的韩国个人投资者，正大举减持特斯拉股票，抛售规模达到历史较高水平。据统计，韩国散户在8月净卖出价值6.57亿美元的特斯拉股票，创下自2019年初以来的最大单月流出纪录。而在过去四个月中，从特斯拉撤出的资金总额已达18亿美元。与此同时，一只提供特斯拉两倍杠杆的交易所交易基金TSLL也在8月遭遇5.54亿美元的资金赎回，流出规模为2024年以来最大。分析指出，韩国...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202509031438469774a0a4&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2063271972.USD":"富兰克林创新领域基金","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","BK4548":"巴美列捷福持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" 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ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4612":"AI芯片","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202509031438469774a0a4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2564578603","content_text":"近期，曾被视为埃隆·马斯克最坚定支持者的韩国个人投资者，正大举减持特斯拉股票，抛售规模达到历史较高水平。据统计，韩国散户在8月净卖出价值6.57亿美元的特斯拉股票，创下自2019年初以来的最大单月流出纪录。而在过去四个月中，从特斯拉撤出的资金总额已达18亿美元。与此同时，一只提供特斯拉两倍杠杆的交易所交易基金TSLL也在8月遭遇5.54亿美元的资金赎回，流出规模为2024年以来最大。分析指出，韩国投资者对特斯拉信心减弱，主要源于对该公司人工智能发展战略进展的不满。许多投资者认为，特斯拉在AI领域并未如预期那样走在行业前列。与此同时，部分从特斯拉撤离的资金转向了波动性更高的资产。例如，Bitmine Immersion在8月获得2.53亿美元的净流入，因其新推出的以太币财库平台而被投资者视为以太币相关的投资标的。","news_type":1,"symbols_score_info":{"TSLL":1,"TSLA":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474266705494248,"gmtCreate":1756820449051,"gmtModify":1756820450510,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 英伟达是芯片龙头企业，所有刚起步的芯片企业，目前跟不上节奏，需要时间来定！看好英伟达，","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 英伟达是芯片龙头企业，所有刚起步的芯片企业，目前跟不上节奏，需要时间来定！看好英伟达，","text":"$英伟达(NVDA)$ 英伟达是芯片龙头企业，所有刚起步的芯片企业，目前跟不上节奏，需要时间来定！看好英伟达，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474266705494248","isVote":1,"tweetType":1,"viewCount":1782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472270061748312,"gmtCreate":1756332250588,"gmtModify":1756332252714,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"htmlText":"对英伟达财报已经不感兴趣了，爱咋滴咋滴吧，涨也好，回调也罢，反正又不是我一个人持股英伟达，我这点算啥，毛毛雨而已。","listText":"对英伟达财报已经不感兴趣了，爱咋滴咋滴吧，涨也好，回调也罢，反正又不是我一个人持股英伟达，我这点算啥，毛毛雨而已。","text":"对英伟达财报已经不感兴趣了，爱咋滴咋滴吧，涨也好，回调也罢，反正又不是我一个人持股英伟达，我这点算啥，毛毛雨而已。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/472270061748312","repostId":"1133420689","repostType":2,"repost":{"id":"1133420689","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":1756326243,"share":"https://www.laohu8.com/m/news/1133420689?lang=zh_CN&edition=full","pubTime":"2025-08-28 04:24","market":"us","language":"zh","title":"英伟达Q2数据中心收入不及市场预期，本季度营收指引不够亮眼","url":"https://stock-news.laohu8.com/highlight/detail?id=1133420689","media":"老虎资讯综合","summary":"8月28日，$英伟达(NVDA)$发布2026财年第二季度业绩。财报显示，第二季度营收467亿美元，同比增长56%，市场预期462.3亿美元；数据中心收入411亿美元，同比增长56%，市场预期412.9亿美元；预计第三季度营收540亿美元+/-2%，市场预期534.6亿美元。财报发布后，英伟达盘后直线下挫，截至发稿跌超4%。","content":"<html><head></head><body><p>8月28日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发布2026财年第二季度业绩。财报显示，第二季度营收467.43亿美元，同比增长56%，市场预期462.31亿美元；调整后净利润257.83亿美元，同比增长52%，市场预期249.2亿美元；调整后每股收益1.05美元，同比增长54%，市场预期1.01美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab4efa4747ec5fdc3a2ec3f8584aecb4\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1e369acefdf833ef8eb3133d112a777\" title=\"\" tg-width=\"981\" tg-height=\"738\"/></p><h2 id=\"id_1276209809\">分业务来看：</h2><ul style=\"\"><li><p>第二季度数据中心收入410.96亿美元，同比增长56%，市场预期412.93亿美元；</p></li><li><p>第二季度游戏收入为42.87亿美元，同比增长49%，市场预期38.19亿美元；</p></li><li><p>第二季度专业可视化收入为6.01亿美元，同比增长32%，市场预期5.32亿美元；</p></li><li><p>第二季度汽车业务收入为5.86亿美元，同比增长69%，市场预期5.93亿美元。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b60c1a01c2971df0a59aaf378fbe5a0\" title=\"\" tg-width=\"975\" tg-height=\"351\"/></p><h2 id=\"id_1982623649\">第三季度业绩展望：</h2><ul style=\"\"><li><p>预计营收为540亿美元，上下浮动2%；该公司在展望中未考虑任何H20对华出口；</p></li><li><p>预计GAAP和非GAAP毛利率分别为73.3%和73.5%，上下浮动50个基点。公司预计今年年底的非GAAP毛利率将保持在70%左右；</p></li><li><p>预计GAAP和非GAAP运营费用分别约为59亿美元和42亿美元。预计2026财年全年运营费用增长率将达到30%以上；</p></li><li><p>预计GAAP和非GAAP其他收入和支出约为5亿美元的收入，不包括非流通股本证券和公开持有的股权证券的损益；</p></li><li><p>预计GAAP和非GAAP税率为16.5%，上下浮动1%，不包括任何单项项目。</p></li></ul><p>财报发布后，英伟达盘后直线下挫，截至发稿跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28cde0ce9036f3f141b299722a7ac360\" title=\"\" tg-width=\"834\" tg-height=\"834\"/></p><p>公司表示，第二季度没有向中国销售H20芯片。英伟达受益于此前释放的1.8亿美元H20库存，这得益于此前向中国境外客户无限制销售约6.5亿美元的H20芯片。</p><p>本季度，GAAP和非GAAP毛利率分别为72.4%和72.7%。若不计入1.8亿美元释放，本季度非GAAP毛利率应为72.3%。</p><p>本季度，GAAP和非GAAP稀释每股收益分别为1.08美元和1.05美元。若不计1.8亿美元释放及相关税费影响，本季度非GAAP稀释每股收益为1.04美元。</p><p>英伟达创始人兼首席执行官黄仁勋表示：“Blackwell是全世界翘首以盼的AI平台，它实现了非凡的跨越式发展——Blackwell Ultra 的产量正在全速提升，市场需求也异常旺盛。NVIDIA NVLink机架级计算技术具有革命性，它的到来恰逢推理AI模型推动训练和推理性能数量级提升的时代。AI竞赛已拉开帷幕，而Blackwell正是这场竞赛的核心平台。”</p><p>2026财年上半年，英伟达以股票回购和现金股息的形式向股东返还了243亿美元。截至第二季度末，公司剩余的股票回购授权金额为147亿美元。2025年8月26日，董事会批准公司额外增加600亿美元的股票回购授权，且该授权金额无有效期。</p><p>公司将于2025年10月2日向2025年9月11日登记在册的所有股东支付下一季度现金股息，每股0.01美元。</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\" 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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英伟达Q2数据中心收入不及市场预期，本季度营收指引不够亮眼\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\">2025-08-28 04:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月28日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发布2026财年第二季度业绩。财报显示，第二季度营收467.43亿美元，同比增长56%，市场预期462.31亿美元；调整后净利润257.83亿美元，同比增长52%，市场预期249.2亿美元；调整后每股收益1.05美元，同比增长54%，市场预期1.01美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab4efa4747ec5fdc3a2ec3f8584aecb4\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1e369acefdf833ef8eb3133d112a777\" title=\"\" tg-width=\"981\" tg-height=\"738\"/></p><h2 id=\"id_1276209809\">分业务来看：</h2><ul style=\"\"><li><p>第二季度数据中心收入410.96亿美元，同比增长56%，市场预期412.93亿美元；</p></li><li><p>第二季度游戏收入为42.87亿美元，同比增长49%，市场预期38.19亿美元；</p></li><li><p>第二季度专业可视化收入为6.01亿美元，同比增长32%，市场预期5.32亿美元；</p></li><li><p>第二季度汽车业务收入为5.86亿美元，同比增长69%，市场预期5.93亿美元。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b60c1a01c2971df0a59aaf378fbe5a0\" title=\"\" tg-width=\"975\" tg-height=\"351\"/></p><h2 id=\"id_1982623649\">第三季度业绩展望：</h2><ul style=\"\"><li><p>预计营收为540亿美元，上下浮动2%；该公司在展望中未考虑任何H20对华出口；</p></li><li><p>预计GAAP和非GAAP毛利率分别为73.3%和73.5%，上下浮动50个基点。公司预计今年年底的非GAAP毛利率将保持在70%左右；</p></li><li><p>预计GAAP和非GAAP运营费用分别约为59亿美元和42亿美元。预计2026财年全年运营费用增长率将达到30%以上；</p></li><li><p>预计GAAP和非GAAP其他收入和支出约为5亿美元的收入，不包括非流通股本证券和公开持有的股权证券的损益；</p></li><li><p>预计GAAP和非GAAP税率为16.5%，上下浮动1%，不包括任何单项项目。</p></li></ul><p>财报发布后，英伟达盘后直线下挫，截至发稿跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28cde0ce9036f3f141b299722a7ac360\" title=\"\" tg-width=\"834\" tg-height=\"834\"/></p><p>公司表示，第二季度没有向中国销售H20芯片。英伟达受益于此前释放的1.8亿美元H20库存，这得益于此前向中国境外客户无限制销售约6.5亿美元的H20芯片。</p><p>本季度，GAAP和非GAAP毛利率分别为72.4%和72.7%。若不计入1.8亿美元释放，本季度非GAAP毛利率应为72.3%。</p><p>本季度，GAAP和非GAAP稀释每股收益分别为1.08美元和1.05美元。若不计1.8亿美元释放及相关税费影响，本季度非GAAP稀释每股收益为1.04美元。</p><p>英伟达创始人兼首席执行官黄仁勋表示：“Blackwell是全世界翘首以盼的AI平台，它实现了非凡的跨越式发展——Blackwell Ultra 的产量正在全速提升，市场需求也异常旺盛。NVIDIA NVLink机架级计算技术具有革命性，它的到来恰逢推理AI模型推动训练和推理性能数量级提升的时代。AI竞赛已拉开帷幕，而Blackwell正是这场竞赛的核心平台。”</p><p>2026财年上半年，英伟达以股票回购和现金股息的形式向股东返还了243亿美元。截至第二季度末，公司剩余的股票回购授权金额为147亿美元。2025年8月26日，董事会批准公司额外增加600亿美元的股票回购授权，且该授权金额无有效期。</p><p>公司将于2025年10月2日向2025年9月11日登记在册的所有股东支付下一季度现金股息，每股0.01美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达","NVDS":"1.5倍做空NVDA ETF-Tradr"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133420689","content_text":"8月28日，英伟达发布2026财年第二季度业绩。财报显示，第二季度营收467.43亿美元，同比增长56%，市场预期462.31亿美元；调整后净利润257.83亿美元，同比增长52%，市场预期249.2亿美元；调整后每股收益1.05美元，同比增长54%，市场预期1.01美元。分业务来看：第二季度数据中心收入410.96亿美元，同比增长56%，市场预期412.93亿美元；第二季度游戏收入为42.87亿美元，同比增长49%，市场预期38.19亿美元；第二季度专业可视化收入为6.01亿美元，同比增长32%，市场预期5.32亿美元；第二季度汽车业务收入为5.86亿美元，同比增长69%，市场预期5.93亿美元。第三季度业绩展望：预计营收为540亿美元，上下浮动2%；该公司在展望中未考虑任何H20对华出口；预计GAAP和非GAAP毛利率分别为73.3%和73.5%，上下浮动50个基点。公司预计今年年底的非GAAP毛利率将保持在70%左右；预计GAAP和非GAAP运营费用分别约为59亿美元和42亿美元。预计2026财年全年运营费用增长率将达到30%以上；预计GAAP和非GAAP其他收入和支出约为5亿美元的收入，不包括非流通股本证券和公开持有的股权证券的损益；预计GAAP和非GAAP税率为16.5%，上下浮动1%，不包括任何单项项目。财报发布后，英伟达盘后直线下挫，截至发稿跌超4%。公司表示，第二季度没有向中国销售H20芯片。英伟达受益于此前释放的1.8亿美元H20库存，这得益于此前向中国境外客户无限制销售约6.5亿美元的H20芯片。本季度，GAAP和非GAAP毛利率分别为72.4%和72.7%。若不计入1.8亿美元释放，本季度非GAAP毛利率应为72.3%。本季度，GAAP和非GAAP稀释每股收益分别为1.08美元和1.05美元。若不计1.8亿美元释放及相关税费影响，本季度非GAAP稀释每股收益为1.04美元。英伟达创始人兼首席执行官黄仁勋表示：“Blackwell是全世界翘首以盼的AI平台，它实现了非凡的跨越式发展——Blackwell Ultra 的产量正在全速提升，市场需求也异常旺盛。NVIDIA NVLink机架级计算技术具有革命性，它的到来恰逢推理AI模型推动训练和推理性能数量级提升的时代。AI竞赛已拉开帷幕，而Blackwell正是这场竞赛的核心平台。”2026财年上半年，英伟达以股票回购和现金股息的形式向股东返还了243亿美元。截至第二季度末，公司剩余的股票回购授权金额为147亿美元。2025年8月26日，董事会批准公司额外增加600亿美元的股票回购授权，且该授权金额无有效期。公司将于2025年10月2日向2025年9月11日登记在册的所有股东支付下一季度现金股息，每股0.01美元。","news_type":1,"symbols_score_info":{"NVDA":1,"NVDS":1.1}},"isVote":1,"tweetType":1,"viewCount":3411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471464563237024,"gmtCreate":1756146487500,"gmtModify":1756146488887,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 这次财报后，涨幅应该最少在190左右，也有可能直冲200，","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 这次财报后，涨幅应该最少在190左右，也有可能直冲200，","text":"$英伟达(NVDA)$ 这次财报后，涨幅应该最少在190左右，也有可能直冲200，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471464563237024","isVote":1,"tweetType":1,"viewCount":1722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471424267010440,"gmtCreate":1756124659297,"gmtModify":1756124661423,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"htmlText":"收盘应该在190左右，","listText":"收盘应该在190左右，","text":"收盘应该在190左右，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471424267010440","isVote":1,"tweetType":1,"viewCount":1796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469573591097360,"gmtCreate":1755612475497,"gmtModify":1755612477286,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"htmlText":"9月以后更新FSD了，你可以网上去查，","listText":"9月以后更新FSD了，你可以网上去查，","text":"9月以后更新FSD了，你可以网上去查，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469573591097360","isVote":1,"tweetType":1,"viewCount":1672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469325704864168,"gmtCreate":1755612395584,"gmtModify":1755612396849,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 9月以后，公布订单后，360以上没问题","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 9月以后，公布订单后，360以上没问题","text":"$特斯拉(TSLA)$ 9月以后，公布订单后，360以上没问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469325704864168","isVote":1,"tweetType":1,"viewCount":773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467263806624064,"gmtCreate":1755094961102,"gmtModify":1755094962528,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FIG\">$Figma(FIG)$</a> 感觉这个股要跌到60以下了，最近一直高开低走，形式不妙","listText":"<a href=\"https://laohu8.com/S/FIG\">$Figma(FIG)$</a> 感觉这个股要跌到60以下了，最近一直高开低走，形式不妙","text":"$Figma(FIG)$ 感觉这个股要跌到60以下了，最近一直高开低走，形式不妙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/467263806624064","isVote":1,"tweetType":1,"viewCount":2292,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4099649580870740","authorId":"4099649580870740","name":"huoniao326","avatar":"https://static.tigerbbs.com/d9e1236e2f11de38a8d068ad0d586d63","crmLevel":7,"crmLevelSwitch":0,"idStr":"4099649580870740","authorIdStr":"4099649580870740"},"content":"Figma：你如果再敢造谣，我今天晚上就死到75给你看","text":"Figma：你如果再敢造谣，我今天晚上就死到75给你看","html":"Figma：你如果再敢造谣，我今天晚上就死到75给你看"},{"author":{"id":"3547528638943749","authorId":"3547528638943749","name":"卡卡罗te","avatar":"https://static.tigerbbs.com/11553b59baaaaaa5a316478410d76765","crmLevel":7,"crmLevelSwitch":0,"idStr":"3547528638943749","authorIdStr":"3547528638943749"},"content":"这废柴真惹不起，这几天都是摸一下90就掉头下来","text":"这废柴真惹不起，这几天都是摸一下90就掉头下来","html":"这废柴真惹不起，这几天都是摸一下90就掉头下来"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464539670176208,"gmtCreate":1754438607186,"gmtModify":1754438608435,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 最近能回到120吗，很难说，130到140还是有希望的，","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 最近能回到120吗，很难说，130到140还是有希望的，","text":"$Circle Internet Corp.(CRCL)$ 最近能回到120吗，很难说，130到140还是有希望的，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464539670176208","isVote":1,"tweetType":1,"viewCount":1241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462711807824112,"gmtCreate":1753972268182,"gmtModify":1753972269481,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 财报发出来，估计就要突破200了，","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 财报发出来，估计就要突破200了，","text":"$英伟达(NVDA)$ 财报发出来，估计就要突破200了，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462711807824112","isVote":1,"tweetType":1,"viewCount":819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462711062516264,"gmtCreate":1753972174923,"gmtModify":1753972177063,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"htmlText":"年底能涨到240到260的话，如果没有大回调，我觉得后面估计一路飘上去吧","listText":"年底能涨到240到260的话，如果没有大回调，我觉得后面估计一路飘上去吧","text":"年底能涨到240到260的话，如果没有大回调，我觉得后面估计一路飘上去吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462711062516264","isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461854852555048,"gmtCreate":1753776166194,"gmtModify":1753776167446,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 2025/7/19号，估计突破180没问题","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 2025/7/19号，估计突破180没问题","text":"$英伟达(NVDA)$ 2025/7/19号，估计突破180没问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461854852555048","isVote":1,"tweetType":1,"viewCount":851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461744975413504,"gmtCreate":1753749259454,"gmtModify":1753749260582,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 今晚180","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 今晚180","text":"$英伟达(NVDA)$ 今晚180","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461744975413504","isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460133027328176,"gmtCreate":1753346704212,"gmtModify":1753346705673,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 看多，8月份绝对突破新高，不止175，180都没问题","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 看多，8月份绝对突破新高，不止175，180都没问题","text":"$英伟达(NVDA)$ 看多，8月份绝对突破新高，不止175，180都没问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460133027328176","isVote":1,"tweetType":1,"viewCount":1334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459885336940912,"gmtCreate":1753313518303,"gmtModify":1753313519661,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198227008886052","authorIdStr":"4198227008886052"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 回调到290到300没问题，继续上车","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 回调到290到300没问题，继续上车","text":"$特斯拉(TSLA)$ 回调到290到300没问题，继续上车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/459885336940912","isVote":1,"tweetType":1,"viewCount":1081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":448143795761552,"gmtCreate":1750436967547,"gmtModify":1750436968683,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$</a> 跌到1.2可以入手了，下个礼拜1.2差不多吧","listText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$</a> 跌到1.2可以入手了，下个礼拜1.2差不多吧","text":"$Faraday Future Intelligent Electric Inc(FFAI)$ 跌到1.2可以入手了，下个礼拜1.2差不多吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/448143795761552","isVote":1,"tweetType":1,"viewCount":2160,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4179282963740902","authorId":"4179282963740902","name":"股圈和珅","avatar":"https://static.tigerbbs.com/61d912bc3b2dd7a49134c9bd1e0611c3","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"4179282963740902","idStr":"4179282963740902"},"content":"1.2感觉都高 [捂脸]0.8到1之间吧","text":"1.2感觉都高 [捂脸]0.8到1之间吧","html":"1.2感觉都高 [捂脸]0.8到1之间吧"},{"author":{"id":"4170648728014932","authorId":"4170648728014932","name":"5702046G","avatar":"https://static.tigerbbs.com/bc24361b1d29e4b2aefeac87c6240b1f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4170648728014932","idStr":"4170648728014932"},"content":"5600合1 你永远在山顶","text":"5600合1 你永远在山顶","html":"5600合1 你永远在山顶"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425518227792248,"gmtCreate":1744896361222,"gmtModify":1744896362621,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 60出头没问题，到今晚不会那么高，一个礼拜之内，60差不多","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 60出头没问题，到今晚不会那么高，一个礼拜之内，60差不多","text":"$霸王茶姬(CHA)$ 60出头没问题，到今晚不会那么高，一个礼拜之内，60差不多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/425518227792248","isVote":1,"tweetType":1,"viewCount":5999,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4202112655004052","authorId":"4202112655004052","name":"平安顺","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"4202112655004052","idStr":"4202112655004052"},"content":"想多了，不太可能达到60，不是泼冷水，因为每股净资才1.98美元，60的市净率为30.3030303倍了","text":"想多了，不太可能达到60，不是泼冷水，因为每股净资才1.98美元，60的市净率为30.3030303倍了","html":"想多了，不太可能达到60，不是泼冷水，因为每股净资才1.98美元，60的市净率为30.3030303倍了"},{"author":{"id":"4202112655004052","authorId":"4202112655004052","name":"平安顺","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"4202112655004052","idStr":"4202112655004052"},"content":"另外还要配合大盘?60不太可能，每股净资1.98，且流通盘才8%的股本，所以不要想太多了","text":"另外还要配合大盘?60不太可能，每股净资1.98，且流通盘才8%的股本，所以不要想太多了","html":"另外还要配合大盘?60不太可能，每股净资1.98，且流通盘才8%的股本，所以不要想太多了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":411860638065320,"gmtCreate":1741585095202,"gmtModify":1741585096789,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 150以下吧，6月份之前会跌到150一下，甚至是135。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 150以下吧，6月份之前会跌到150一下，甚至是135。","text":"$特斯拉(TSLA)$ 150以下吧，6月份之前会跌到150一下，甚至是135。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/411860638065320","isVote":1,"tweetType":1,"viewCount":3908,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3563357612600728","idStr":"3563357612600728"},"content":"这就是你想象的极限了么？","text":"这就是你想象的极限了么？","html":"这就是你想象的极限了么？"},{"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"content":"跌到10以下，有人想去卖屁股。","text":"跌到10以下，有人想去卖屁股。","html":"跌到10以下，有人想去卖屁股。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425468448916048,"gmtCreate":1744884148026,"gmtModify":1745206790593,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 我觉得涨幅和雪王不分上下，可能会超过蜜雪","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 我觉得涨幅和雪王不分上下，可能会超过蜜雪","text":"$霸王茶姬(CHA)$ 我觉得涨幅和雪王不分上下，可能会超过蜜雪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/425468448916048","isVote":1,"tweetType":1,"viewCount":894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507784296173616,"gmtCreate":1764946331251,"gmtModify":1764946333261,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>年底冲刺，这个月底有望突破500","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>年底冲刺，这个月底有望突破500","text":"$特斯拉(TSLA)$ 年底冲刺，这个月底有望突破500","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507784296173616","isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439668484694104,"gmtCreate":1748369359797,"gmtModify":1748369362344,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 这个礼拜反弹到380应该问题不大","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 这个礼拜反弹到380应该问题不大","text":"$特斯拉(TSLA)$ 这个礼拜反弹到380应该问题不大","images":[{"img":"https://static.tigerbbs.com/af0bf202deeaa26e355c1f0f040525cc","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/439668484694104","isVote":1,"tweetType":1,"viewCount":2276,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4143328445803310","authorId":"4143328445803310","name":"Maqingyu","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"4143328445803310","idStr":"4143328445803310"},"content":"就因为马斯克睡办公室吗？销量和竞争都是利空啊，哪来动力到380","text":"就因为马斯克睡办公室吗？销量和竞争都是利空啊，哪来动力到380","html":"就因为马斯克睡办公室吗？销量和竞争都是利空啊，哪来动力到380"},{"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"content":"我之前说350的时候也没人信，那个时候阻力位是360，我说了，只要突破360，那么很快380","text":"我之前说350的时候也没人信，那个时候阻力位是360，我说了，只要突破360，那么很快380","html":"我之前说350的时候也没人信，那个时候阻力位是360，我说了，只要突破360，那么很快380"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":472270061748312,"gmtCreate":1756332250588,"gmtModify":1756332252714,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"themes":[],"htmlText":"对英伟达财报已经不感兴趣了，爱咋滴咋滴吧，涨也好，回调也罢，反正又不是我一个人持股英伟达，我这点算啥，毛毛雨而已。","listText":"对英伟达财报已经不感兴趣了，爱咋滴咋滴吧，涨也好，回调也罢，反正又不是我一个人持股英伟达，我这点算啥，毛毛雨而已。","text":"对英伟达财报已经不感兴趣了，爱咋滴咋滴吧，涨也好，回调也罢，反正又不是我一个人持股英伟达，我这点算啥，毛毛雨而已。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/472270061748312","repostId":"1133420689","repostType":2,"repost":{"id":"1133420689","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":1756326243,"share":"https://www.laohu8.com/m/news/1133420689?lang=zh_CN&edition=full","pubTime":"2025-08-28 04:24","market":"us","language":"zh","title":"英伟达Q2数据中心收入不及市场预期，本季度营收指引不够亮眼","url":"https://stock-news.laohu8.com/highlight/detail?id=1133420689","media":"老虎资讯综合","summary":"8月28日，$英伟达(NVDA)$发布2026财年第二季度业绩。财报显示，第二季度营收467亿美元，同比增长56%，市场预期462.3亿美元；数据中心收入411亿美元，同比增长56%，市场预期412.9亿美元；预计第三季度营收540亿美元+/-2%，市场预期534.6亿美元。财报发布后，英伟达盘后直线下挫，截至发稿跌超4%。","content":"<html><head></head><body><p>8月28日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发布2026财年第二季度业绩。财报显示，第二季度营收467.43亿美元，同比增长56%，市场预期462.31亿美元；调整后净利润257.83亿美元，同比增长52%，市场预期249.2亿美元；调整后每股收益1.05美元，同比增长54%，市场预期1.01美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab4efa4747ec5fdc3a2ec3f8584aecb4\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1e369acefdf833ef8eb3133d112a777\" title=\"\" tg-width=\"981\" tg-height=\"738\"/></p><h2 id=\"id_1276209809\">分业务来看：</h2><ul style=\"\"><li><p>第二季度数据中心收入410.96亿美元，同比增长56%，市场预期412.93亿美元；</p></li><li><p>第二季度游戏收入为42.87亿美元，同比增长49%，市场预期38.19亿美元；</p></li><li><p>第二季度专业可视化收入为6.01亿美元，同比增长32%，市场预期5.32亿美元；</p></li><li><p>第二季度汽车业务收入为5.86亿美元，同比增长69%，市场预期5.93亿美元。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b60c1a01c2971df0a59aaf378fbe5a0\" title=\"\" tg-width=\"975\" tg-height=\"351\"/></p><h2 id=\"id_1982623649\">第三季度业绩展望：</h2><ul style=\"\"><li><p>预计营收为540亿美元，上下浮动2%；该公司在展望中未考虑任何H20对华出口；</p></li><li><p>预计GAAP和非GAAP毛利率分别为73.3%和73.5%，上下浮动50个基点。公司预计今年年底的非GAAP毛利率将保持在70%左右；</p></li><li><p>预计GAAP和非GAAP运营费用分别约为59亿美元和42亿美元。预计2026财年全年运营费用增长率将达到30%以上；</p></li><li><p>预计GAAP和非GAAP其他收入和支出约为5亿美元的收入，不包括非流通股本证券和公开持有的股权证券的损益；</p></li><li><p>预计GAAP和非GAAP税率为16.5%，上下浮动1%，不包括任何单项项目。</p></li></ul><p>财报发布后，英伟达盘后直线下挫，截至发稿跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28cde0ce9036f3f141b299722a7ac360\" title=\"\" tg-width=\"834\" tg-height=\"834\"/></p><p>公司表示，第二季度没有向中国销售H20芯片。英伟达受益于此前释放的1.8亿美元H20库存，这得益于此前向中国境外客户无限制销售约6.5亿美元的H20芯片。</p><p>本季度，GAAP和非GAAP毛利率分别为72.4%和72.7%。若不计入1.8亿美元释放，本季度非GAAP毛利率应为72.3%。</p><p>本季度，GAAP和非GAAP稀释每股收益分别为1.08美元和1.05美元。若不计1.8亿美元释放及相关税费影响，本季度非GAAP稀释每股收益为1.04美元。</p><p>英伟达创始人兼首席执行官黄仁勋表示：“Blackwell是全世界翘首以盼的AI平台，它实现了非凡的跨越式发展——Blackwell Ultra 的产量正在全速提升，市场需求也异常旺盛。NVIDIA NVLink机架级计算技术具有革命性，它的到来恰逢推理AI模型推动训练和推理性能数量级提升的时代。AI竞赛已拉开帷幕，而Blackwell正是这场竞赛的核心平台。”</p><p>2026财年上半年，英伟达以股票回购和现金股息的形式向股东返还了243亿美元。截至第二季度末，公司剩余的股票回购授权金额为147亿美元。2025年8月26日，董事会批准公司额外增加600亿美元的股票回购授权，且该授权金额无有效期。</p><p>公司将于2025年10月2日向2025年9月11日登记在册的所有股东支付下一季度现金股息，每股0.01美元。</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>英伟达Q2数据中心收入不及市场预期，本季度营收指引不够亮眼</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英伟达Q2数据中心收入不及市场预期，本季度营收指引不够亮眼\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\">2025-08-28 04:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月28日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发布2026财年第二季度业绩。财报显示，第二季度营收467.43亿美元，同比增长56%，市场预期462.31亿美元；调整后净利润257.83亿美元，同比增长52%，市场预期249.2亿美元；调整后每股收益1.05美元，同比增长54%，市场预期1.01美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab4efa4747ec5fdc3a2ec3f8584aecb4\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1e369acefdf833ef8eb3133d112a777\" title=\"\" tg-width=\"981\" tg-height=\"738\"/></p><h2 id=\"id_1276209809\">分业务来看：</h2><ul style=\"\"><li><p>第二季度数据中心收入410.96亿美元，同比增长56%，市场预期412.93亿美元；</p></li><li><p>第二季度游戏收入为42.87亿美元，同比增长49%，市场预期38.19亿美元；</p></li><li><p>第二季度专业可视化收入为6.01亿美元，同比增长32%，市场预期5.32亿美元；</p></li><li><p>第二季度汽车业务收入为5.86亿美元，同比增长69%，市场预期5.93亿美元。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b60c1a01c2971df0a59aaf378fbe5a0\" title=\"\" tg-width=\"975\" tg-height=\"351\"/></p><h2 id=\"id_1982623649\">第三季度业绩展望：</h2><ul style=\"\"><li><p>预计营收为540亿美元，上下浮动2%；该公司在展望中未考虑任何H20对华出口；</p></li><li><p>预计GAAP和非GAAP毛利率分别为73.3%和73.5%，上下浮动50个基点。公司预计今年年底的非GAAP毛利率将保持在70%左右；</p></li><li><p>预计GAAP和非GAAP运营费用分别约为59亿美元和42亿美元。预计2026财年全年运营费用增长率将达到30%以上；</p></li><li><p>预计GAAP和非GAAP其他收入和支出约为5亿美元的收入，不包括非流通股本证券和公开持有的股权证券的损益；</p></li><li><p>预计GAAP和非GAAP税率为16.5%，上下浮动1%，不包括任何单项项目。</p></li></ul><p>财报发布后，英伟达盘后直线下挫，截至发稿跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28cde0ce9036f3f141b299722a7ac360\" title=\"\" tg-width=\"834\" tg-height=\"834\"/></p><p>公司表示，第二季度没有向中国销售H20芯片。英伟达受益于此前释放的1.8亿美元H20库存，这得益于此前向中国境外客户无限制销售约6.5亿美元的H20芯片。</p><p>本季度，GAAP和非GAAP毛利率分别为72.4%和72.7%。若不计入1.8亿美元释放，本季度非GAAP毛利率应为72.3%。</p><p>本季度，GAAP和非GAAP稀释每股收益分别为1.08美元和1.05美元。若不计1.8亿美元释放及相关税费影响，本季度非GAAP稀释每股收益为1.04美元。</p><p>英伟达创始人兼首席执行官黄仁勋表示：“Blackwell是全世界翘首以盼的AI平台，它实现了非凡的跨越式发展——Blackwell Ultra 的产量正在全速提升，市场需求也异常旺盛。NVIDIA NVLink机架级计算技术具有革命性，它的到来恰逢推理AI模型推动训练和推理性能数量级提升的时代。AI竞赛已拉开帷幕，而Blackwell正是这场竞赛的核心平台。”</p><p>2026财年上半年，英伟达以股票回购和现金股息的形式向股东返还了243亿美元。截至第二季度末，公司剩余的股票回购授权金额为147亿美元。2025年8月26日，董事会批准公司额外增加600亿美元的股票回购授权，且该授权金额无有效期。</p><p>公司将于2025年10月2日向2025年9月11日登记在册的所有股东支付下一季度现金股息，每股0.01美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达","NVDS":"1.5倍做空NVDA ETF-Tradr"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133420689","content_text":"8月28日，英伟达发布2026财年第二季度业绩。财报显示，第二季度营收467.43亿美元，同比增长56%，市场预期462.31亿美元；调整后净利润257.83亿美元，同比增长52%，市场预期249.2亿美元；调整后每股收益1.05美元，同比增长54%，市场预期1.01美元。分业务来看：第二季度数据中心收入410.96亿美元，同比增长56%，市场预期412.93亿美元；第二季度游戏收入为42.87亿美元，同比增长49%，市场预期38.19亿美元；第二季度专业可视化收入为6.01亿美元，同比增长32%，市场预期5.32亿美元；第二季度汽车业务收入为5.86亿美元，同比增长69%，市场预期5.93亿美元。第三季度业绩展望：预计营收为540亿美元，上下浮动2%；该公司在展望中未考虑任何H20对华出口；预计GAAP和非GAAP毛利率分别为73.3%和73.5%，上下浮动50个基点。公司预计今年年底的非GAAP毛利率将保持在70%左右；预计GAAP和非GAAP运营费用分别约为59亿美元和42亿美元。预计2026财年全年运营费用增长率将达到30%以上；预计GAAP和非GAAP其他收入和支出约为5亿美元的收入，不包括非流通股本证券和公开持有的股权证券的损益；预计GAAP和非GAAP税率为16.5%，上下浮动1%，不包括任何单项项目。财报发布后，英伟达盘后直线下挫，截至发稿跌超4%。公司表示，第二季度没有向中国销售H20芯片。英伟达受益于此前释放的1.8亿美元H20库存，这得益于此前向中国境外客户无限制销售约6.5亿美元的H20芯片。本季度，GAAP和非GAAP毛利率分别为72.4%和72.7%。若不计入1.8亿美元释放，本季度非GAAP毛利率应为72.3%。本季度，GAAP和非GAAP稀释每股收益分别为1.08美元和1.05美元。若不计1.8亿美元释放及相关税费影响，本季度非GAAP稀释每股收益为1.04美元。英伟达创始人兼首席执行官黄仁勋表示：“Blackwell是全世界翘首以盼的AI平台，它实现了非凡的跨越式发展——Blackwell 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感觉这个股要跌到60以下了，最近一直高开低走，形式不妙","text":"$Figma(FIG)$ 感觉这个股要跌到60以下了，最近一直高开低走，形式不妙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/467263806624064","isVote":1,"tweetType":1,"viewCount":2292,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4099649580870740","authorId":"4099649580870740","name":"huoniao326","avatar":"https://static.tigerbbs.com/d9e1236e2f11de38a8d068ad0d586d63","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"4099649580870740","idStr":"4099649580870740"},"content":"Figma：你如果再敢造谣，我今天晚上就死到75给你看","text":"Figma：你如果再敢造谣，我今天晚上就死到75给你看","html":"Figma：你如果再敢造谣，我今天晚上就死到75给你看"},{"author":{"id":"3547528638943749","authorId":"3547528638943749","name":"卡卡罗te","avatar":"https://static.tigerbbs.com/11553b59baaaaaa5a316478410d76765","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3547528638943749","idStr":"3547528638943749"},"content":"这废柴真惹不起，这几天都是摸一下90就掉头下来","text":"这废柴真惹不起，这几天都是摸一下90就掉头下来","html":"这废柴真惹不起，这几天都是摸一下90就掉头下来"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425517296103792,"gmtCreate":1744895978993,"gmtModify":1744895982500,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"themes":[],"htmlText":"<a 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期待已久","images":[{"img":"https://static.tigerbbs.com/7494ee176c47714692671ae3735b5d74","width":"1179","height":"2556"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/425517296103792","isVote":1,"tweetType":1,"viewCount":1493,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4198719594601172","authorId":"4198719594601172","name":"龙龙生钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"4198719594601172","idStr":"4198719594601172"},"content":"出结果了吗","text":"出结果了吗","html":"出结果了吗"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":451445423317608,"gmtCreate":1751241726656,"gmtModify":1751241727641,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"themes":[],"htmlText":"<a 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@卡皮巴投:149买入至今未补仓//@卡皮巴投:有人一起补仓英伟达吗？120多的本，想着100左右补。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/419769286615040","isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":422749688734584,"gmtCreate":1744250753198,"gmtModify":1744250754674,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 财报一出立马跌30个点不止吧，210到220震荡","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 财报一出立马跌30个点不止吧，210到220震荡","text":"$特斯拉(TSLA)$ 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五一之前，跌到180到150最高涨到320。年底突破450到500","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/419235054215424","isVote":1,"tweetType":1,"viewCount":1055,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474667984748768,"gmtCreate":1756906940501,"gmtModify":1756906942207,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"themes":[],"htmlText":"2025年底410没问题","listText":"2025年底410没问题","text":"2025年底410没问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/474667984748768","repostId":"2564578603","repostType":2,"repost":{"id":"2564578603","kind":"news","pubTimestamp":1756870880,"share":"https://www.laohu8.com/m/news/2564578603?lang=zh_CN&edition=full","pubTime":"2025-09-03 11:41","market":"us","language":"zh","title":"韩国散户大举减持特斯拉股票，抛售规模创历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2564578603","media":"中关村在线","summary":"近期，曾被视为埃隆·马斯克最坚定支持者的韩国个人投资者，正大举减持特斯拉股票，抛售规模达到历史较高水平。据统计，韩国散户在8月净卖出价值6.57亿美元的特斯拉股票，创下自2019年初以来的最大单月流出纪录。而在过去四个月中，从特斯拉撤出的资金总额已达18亿美元。分析指出，韩国投资者对特斯拉信心减弱，主要源于对该公司人工智能发展战略进展的不满。与此同时，部分从特斯拉撤离的资金转向了波动性更高的资产。","content":"<p>近期，曾被视为埃隆·马斯克最坚定支持者的韩国个人投资者，正大举减持<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票，抛售规模达到历史较高水平。</p><p>据统计，韩国散户在8月净卖出价值6.57亿美元的特斯拉股票，创下自2019年初以来的最大单月流出纪录。而在过去四个月中，从特斯拉撤出的资金总额已达18亿美元。</p><p>与此同时，一只提供特斯拉两倍杠杆的交易所交易基金TSLL也在8月遭遇5.54亿美元的资金赎回，流出规模为2024年以来最大。</p><p>分析指出，韩国投资者对特斯拉信心减弱，主要源于对该公司人工智能发展战略进展的不满。许多投资者认为，特斯拉在AI领域并未如预期那样走在行业前列。</p><p>与此同时，部分从特斯拉撤离的资金转向了波动性更高的资产。例如，Bitmine Immersion在8月获得2.53亿美元的净流入，因其新推出的以太币财库平台而被投资者视为以太币相关的投资标的。</p>","source":"tencent","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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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韩国散户大举减持特斯拉股票，抛售规模创历史新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-03 11:41 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202509031438469774a0a4&s=b><strong>中关村在线</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，曾被视为埃隆·马斯克最坚定支持者的韩国个人投资者，正大举减持特斯拉股票，抛售规模达到历史较高水平。据统计，韩国散户在8月净卖出价值6.57亿美元的特斯拉股票，创下自2019年初以来的最大单月流出纪录。而在过去四个月中，从特斯拉撤出的资金总额已达18亿美元。与此同时，一只提供特斯拉两倍杠杆的交易所交易基金TSLL也在8月遭遇5.54亿美元的资金赎回，流出规模为2024年以来最大。分析指出，韩国...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202509031438469774a0a4&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2063271972.USD":"富兰克林创新领域基金","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","BK4548":"巴美列捷福持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" 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Immersion在8月获得2.53亿美元的净流入，因其新推出的以太币财库平台而被投资者视为以太币相关的投资标的。","news_type":1,"symbols_score_info":{"TSLL":1,"TSLA":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471464563237024,"gmtCreate":1756146487500,"gmtModify":1756146488887,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 这次财报后，涨幅应该最少在190左右，也有可能直冲200，","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 这次财报后，涨幅应该最少在190左右，也有可能直冲200，","text":"$英伟达(NVDA)$ 这次财报后，涨幅应该最少在190左右，也有可能直冲200，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471464563237024","isVote":1,"tweetType":1,"viewCount":1722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459885336940912,"gmtCreate":1753313518303,"gmtModify":1753313519661,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 回调到290到300没问题，继续上车","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 回调到290到300没问题，继续上车","text":"$特斯拉(TSLA)$ 回调到290到300没问题，继续上车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/459885336940912","isVote":1,"tweetType":1,"viewCount":1081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":456911638946408,"gmtCreate":1752587380937,"gmtModify":1752587384861,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3527667710805040\">@辛达吉73</a>:你不希望到1千吗，那样你会拥有一套海景房//<a href=\"https://laohu8.com/U/3527667710805040\">@辛达吉73</a>:哇塞，如果能到250就好了，那我就给卖了","listText":"Replying to <a href=\"https://laohu8.com/U/3527667710805040\">@辛达吉73</a>:你不希望到1千吗，那样你会拥有一套海景房//<a href=\"https://laohu8.com/U/3527667710805040\">@辛达吉73</a>:哇塞，如果能到250就好了，那我就给卖了","text":"Replying to @辛达吉73:你不希望到1千吗，那样你会拥有一套海景房//@辛达吉73:哇塞，如果能到250就好了，那我就给卖了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/456911638946408","isVote":1,"tweetType":1,"viewCount":1311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450212108034128,"gmtCreate":1750943981781,"gmtModify":1750943982960,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 6月26日，估计会回调到310，最好也不会超过335","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 6月26日，估计会回调到310，最好也不会超过335","text":"$特斯拉(TSLA)$ 6月26日，估计会回调到310，最好也不会超过335","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/450212108034128","isVote":1,"tweetType":1,"viewCount":2372,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575706957619671","authorId":"3575706957619671","name":"SleepingSun007","avatar":"https://static.tigerbbs.com/19997acad19d3d7ce12054f9f30db9be","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3575706957619671","idStr":"3575706957619671"},"content":"估计开盘会跌 310 因为小米 Yu7 开发布会呢抢的都是 modely 订单","text":"估计开盘会跌 310 因为小米 Yu7 开发布会呢抢的都是 modely 订单","html":"估计开盘会跌 310 因为小米 Yu7 开发布会呢抢的都是 modely 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305到330算是最高了，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449889531630072","isVote":1,"tweetType":1,"viewCount":1009,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":414477737112240,"gmtCreate":1742201941250,"gmtModify":1742201942927,"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 200到135","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 200到135","text":"$特斯拉(TSLA)$ 200到135","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/414477737112240","isVote":1,"tweetType":1,"viewCount":1163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}