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华尔街之犬
07-21
结论先行,包跌而且大跌暴跌,拐点就在今日25000左右。股市的增长高度依赖组成市场的上市公司经营向好。我就问一句,就一句,大家觉得目前中国经济大环境向好吗???背离真实经济大环境的牛市,是机构国家队给你抬轿子,还是山顶放货你接盘?
华尔街之犬
07-21
$恒生指数主连 2507(HSImain)$
结论先行,包跌而且大跌暴跌,拐点就在今日25000左右。股市的增长高度依赖组成市场的上市公司经营向好。我就问一句,就一句,大家觉得目前中国经济大环境向好吗???背离真实经济大环境的牛市,是机构国家队给你抬轿子,还是山顶放货你接盘?
华尔街之犬
07-03
$特斯拉(TSLA)$
懂王发疯纳指都得趴地上,真不知道一个生意人哪来的勇气,自古钱不与权斗,包跌的现在还没下去是因为大户来不及跑,自救
华尔街之犬
06-26
$恒生指数主连 2506(HSImain)$
恒指严重高估,汪队护盘制造虚假繁荣,做局吸引散户、外资高位接盘
华尔街之犬
06-20
$小恒指2506(MHI2506)$
汪汪队演你来接盘啦,下午就暴跌
华尔街之犬
06-16
$小米集团-W(01810)$
紧急避险,牢记前面59~39一瞬间,横了这么久拉一把骗人进去山顶接盘,下次39可未必上来了
华尔街之犬
06-16
$小恒指2506(MHI2506)$
汪汪队又在托了,还是别上当晚上就暴跌。
华尔街之犬
06-09
$小恒指2506(MHI2506)$
诱多别上当,马上大跌,很简单的道理,中美磋商你们觉得是一上来就直接达成一致,还是互相拉扯逐渐缩小大家的预期再达成一致。所以第一波第二波必然是谈崩,看到有缘千万别上当接盘。
华尔街之犬
06-06
$小恒指2506(MHI2506)$
有本事就一直别跌,别莫名其妙跌3%拉回来偷摸缩量涨
华尔街之犬
06-05
$小恒指2506(MHI2506)$
包跌,暴跌,抓紧逃,凭什么涨而且现大跌骗空再涨
华尔街之犬
05-27
今天包跌的,而且是暴跌,预计走势是开盘先冲高,而后回落一路落落落至少跌 2%。理由:自前低 36 以来已反弹 45%,未见明显回调已超买,财报一致预期较好,并已消化预期,现在是财报好不会涨,万一不及预期就完蛋。加上各种负面消息满天飞 YU7 流量远不及 之前 su7,芯片又爆高通疑云,YU 7 产品会从头到尾就是给毛豆 Y 打广告来的。包跌📉
华尔街之犬
05-27
包跌的,而且是暴跌
华尔街之犬
05-24
$奈飞(NFLX)$
奈飞是真厉害,我前后买了五千多刀put,全变废纸,永远不跌的股价
华尔街之犬
05-22
$宁德时代(03750)$
坐庄做成这样也是活久见,这个摆盘是正常投资者能摆得出来的?为了骗外资进来是无所不用其极
华尔街之犬
05-20
$小恒指主连 2505(MHImain)$
感觉今天下午要低走收绿,本周向下调整一周,底部反弹上来已经30%完全收复4.7失地了,还未出现像样的调整,风险较高
华尔街之犬
05-20
$小恒指主连 2505(MHImain)$
华尔街之犬
05-09
4.16的消息乘着现在砸盘发几个意思
谷歌因涉嫌垄断互联网搜索市场在英国被起诉
华尔街之犬
05-06
$奈飞(NFLX)$
不跌是吧,加仓空,有本事拉爆我
华尔街之犬
04-28
$苹果(AAPL)$
这货大盘涨不跟涨,大盘跌跟跌是什么意思?对比英伟达特斯拉,英特大盘涨带头涨,大盘跌反而和这货跌的差不多,什么鬼?
华尔街之犬
04-26
英伟达现在明明就算是动态PE也有37为什么说是16?睁眼说瞎话?
美银拆解半导体双雄:英伟达19倍PE成估值洼地,AMD静待转机
去老虎APP查看更多动态
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奈飞是真厉害,我前后买了五千多刀put,全变废纸,永远不跌的股价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/438297196667768","isVote":1,"tweetType":1,"viewCount":1565,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578915251371542","authorId":"3578915251371542","name":"天才一一","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"idStr":"3578915251371542","authorIdStr":"3578915251371542"},"content":"和你看法类似,确实有点贵了,感觉到某个时间会跌,但是时机不好把握[捂脸]","text":"和你看法类似,确实有点贵了,感觉到某个时间会跌,但是时机不好把握[捂脸]","html":"和你看法类似,确实有点贵了,感觉到某个时间会跌,但是时机不好把握[捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437703349817496,"gmtCreate":1747891844724,"gmtModify":1747891846068,"author":{"id":"4207821746398192","authorId":"4207821746398192","name":"华尔街之犬","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207821746398192","authorIdStr":"4207821746398192"},"themes":[],"htmlText":"<a 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17:28","market":"us","language":"zh","title":"谷歌因涉嫌垄断互联网搜索市场在英国被起诉","url":"https://stock-news.laohu8.com/highlight/detail?id=2534315923","media":"商务部网站","summary":"金融时报4月16日报道,谷歌在英国被数千家企业集体起诉,要求最高50亿英镑的赔偿,原因是它被指控滥用主导地位,排挤互联网搜索市场的竞争对手,并收取过高的广告费用。周二向竞争上诉法庭提起的集体诉讼认为,谷歌在搜索查询中出现的广告收取的费用比在公平市场中更高。","content":"<html><body><article><p>(原标题:<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>因涉嫌垄断互联网搜索市场在英国被起诉)</p><p>金融时报4月16日报道,谷歌在英国被数千家企业集体起诉,要求最高50亿英镑的赔偿,原因是它被指控滥用主导地位,排挤互联网搜索市场的竞争对手,并收取过高的广告费用。 周二向竞争上诉法庭提起的集体诉讼认为,谷歌在搜索查询中出现的广告收取的费用比在公平市场中更高。谷歌与手机制造商签订合同,在安卓设备上预装谷歌搜索应用程序和Chrome浏览器,并付钱给<a href=\"https://laohu8.com/S/AAPL\">苹果</a>使其成为iPhone的默认搜索引擎,目的是排挤竞争对手。 该索赔由竞争法专家Or Brook代表数千家企业提出,并声称谷歌确保其搜索引擎比其竞争对手具有更好的功能和更多的自家产品广告。</p><p>谷歌发言人表示:“这又是一个投机和机会主义案例,我们将强烈反对它。消费者和广告商使用谷歌是因为谷歌有用,而不是别无选择。 Brook说,企业几乎别无选择,只能使用谷歌广告来宣传他们的产品和服务。谷歌一直在利用其在一般搜索和搜索广告市场的主导地位,向广告商收取过高的费用。英国竞争与市场管理局(Competition and Markets Authority)于1月对谷歌的搜索服务展开了一项调查,包括它们对广告市场的影响。调查显示,数百万人和企业依赖谷歌的服务,这些服务占搜索量的90%,并被超过20万家英国企业用于广告宣传。</p></article></body></html>","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\" 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>谷歌因涉嫌垄断互联网搜索市场在英国被起诉</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n谷歌因涉嫌垄断互联网搜索市场在英国被起诉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-08 17:28 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050900371394f0b4af&s=b><strong>商务部网站</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(原标题:谷歌因涉嫌垄断互联网搜索市场在英国被起诉)金融时报4月16日报道,谷歌在英国被数千家企业集体起诉,要求最高50亿英镑的赔偿,原因是它被指控滥用主导地位,排挤互联网搜索市场的竞争对手,并收取过高的广告费用。 周二向竞争上诉法庭提起的集体诉讼认为,谷歌在搜索查询中出现的广告收取的费用比在公平市场中更高。谷歌与手机制造商签订合同,在安卓设备上预装谷歌搜索应用程序和Chrome浏览器,并付钱给...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050900371394f0b4af&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0965509101.SGD":"AB LOW 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12:00","market":"hk","language":"zh","title":"美银拆解半导体双雄:英伟达19倍PE成估值洼地,AMD静待转机","url":"https://stock-news.laohu8.com/highlight/detail?id=2529574294","media":"智通财经","summary":"尽管面临诸多挑战,但美银仍重申对英伟达的 “买入” 评级。AMD预计将在 2025 年第二季度承担 8 亿美元的库存和储备费用。据美银分析,消费者对游戏设备的支出意愿正在下降,导致英伟达在游戏市场的收入占比逐渐缩减。英伟达预计其2026财年来自中国市场的销售额将下降约4%,而AMD也将承受类似的压力。美国政府推出的“AI扩散规则”对全球半导体行业产生了深远影响。尽管面临诸多挑战,英伟达的估值仍然具有吸引力。","content":"<html><head></head><body><p>在近期的研报中,美国银行全球研究部对美国半导体行业进行了深度剖析,特别是对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)和AMD(AMD.US)这两家行业巨头的现状及未来前景进行了详细分析。</p><p>自 2025 年 4 月 15 日 H20 系列产品对华正式实施禁运后,英伟达股价重挫 14%,而同期费城半导体指数(SOX.US)和标普 500 指数(SPX.US)分别下跌 8% 和 4%。目前来看,有四大因素正压制英伟达股价:一是中国市场销售受限(占总销售额的 13% - 14%,但目前仅占数据中心业务的 3% - 6%),不过美银认为中国市场的相关风险已被市场较充分计价;二是即将于 5 月 15 日生效的人工智能扩散规则,可能使主权国家销售额的 10% 面临风险;三是毛利率预计将在 2025 财年第二季度回到 70% 中段,但在此期间需经历多次销售削减和成本压力;四是云服务资本支出在 2026 财年的能见度较低。</p><p>美银对英伟达 2026 和 2027 财年的基础情景预测每股收益(EPS)分别为 3.97 美元和 5.74 美元,已充分考虑了上述风险因素。尽管面临诸多挑战,但美银仍重申对英伟达的 “买入” 评级。其认为当前股价波动为更好的买入机会,尽管将目标价从 160 美元下调至 150 美元,以反映基于 26 倍 2026 财年预期市盈率的更低每股收益预期。</p><p>从估值角度来看,英伟达当前基于市盈率(P/E)的估值仅为 16.6 倍,若按照最坏情况下(即 10% 的人工智能扩散规则限制)进行测算,其 2026 财年市盈率也仅为 19 倍,远低于其历史中位数 30 倍和周期低谷典型值 23 倍。这表明,即便在较为悲观的预期下,英伟达的估值依然具有吸引力。</p><p>美银基于与英伟达类似的逻辑,对AMD的销售和每股收益预期进行了下调,以反映 MI308 系列产品对华禁运的影响。AMD预计将在 2025 年第二季度承担 8 亿美元的库存和储备费用。假设其 2025 财年的毛利率为 - 40%,那么剩余的 MI308 系列产品在 2025 年剩余时间里的出货量可能达到 13.3 亿美元,约占其 75 亿 - 80 亿美元数据中心 GPU 出货量的 18%,以及公司总销售额的 4%。</p><p>对于 2026 和 2027 财年,美银预计AMD面临的阻力将逐渐减小,假设 MI308 系列产品是在中国可以销售的最先进 GPU 产品,并将逐渐面临更多的本地竞争。此外,从 2025 年第三季度开始,美银小幅上调AMD的毛利率 50 个基点,以反映 MI308 系列产品对毛利率的稀释贡献减少,同时部分抵消因潜在关税和供应链回流而产生的成本增加。</p><p>美银对AMD的评级为 “中性”,目标价从 110 美元下调至 105 美元。这一目标价对应的市盈率为 20 倍,与 0.9 倍的市盈增长比率(PEG)相匹配,基于其 2026 财年每股收益 5.29 美元的预期,与高增长计算类半导体的历史 1 - 2 倍 PEG 范围基本一致。</p><p>近期,游戏市场需求持续疲软,这对英伟达的传统优势业务构成了直接威胁。据美银分析,消费者对游戏设备的支出意愿正在下降,导致英伟达在游戏市场的收入占比逐渐缩减。历史数据显示,游戏业务曾为英伟达贡献了约 40% 的营收。</p><p>然而,目前该领域的销售额同比下滑幅度已接近 20%,拖累了公司的整体业绩表现,暴露出英伟达在业务多元化进程中的潜在脆弱性。</p><p>此外,AMD所处的竞争环境愈发严酷,正遭受来自英伟达、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)以及一众初创企业的激烈竞争。英伟达在 GPU(图形处理器)领域持续推出高性能产品,巩固其市场领导地位;英特尔则在 CPU(中央处理器)市场上不断发力,试图通过技术创新和产品迭代夺回失地。</p><p>与此同时,众多 AI(人工智能)初创企业凭借灵活的市场策略和创新技术,也在特定细分领域对 AMD 形成挤压态势。美银指出,AMD 在市场份额争夺中面临着严峻挑战,需要在技术创新和市场策略上做出更大努力才能突破重围。</p><p>同时,AMD 在制造环节过度依赖<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSMC.US)这一单一供应商,这已成为其业务发展的重大隐患。据行业分析,台积电承担了 AMD 几乎全部的芯片制造任务。一旦台积电的生产环节出现问题,如产能不足、技术瓶颈或供应中断,AMD 的产品交付将受到严重影响。</p><p>美银警告称,这种过度集中的供应链布局限制了 AMD 在面对突发状况时的应对能力,增加了其运营风险,可能在供应链波动时导致收入损失和市场份额下滑。</p><p>最后,中美两国在科技领域的竞争不断加剧,给半导体行业带来了极大的不确定性。美国政府近期出台了一系列出口管制政策,限制关键技术、产品及相关服务出口到中国,涉及范围广泛,包括高端芯片制造设备、先进半导体材料等。</p><p>据报道,美国已将部分中国企业和机构列入出口管制名单,导致中美科技交流与合作受阻。这种紧张局势可能进一步升级,催生更多出口管制措施,增加英伟达、AMD 等企业的运营成本和市场风险,影响其全球业务布局和长期发展战略,给整个半导体行业的稳定发展蒙上阴影。</p><p>随着英伟达和AMD在中国市场面临销售限制,本土半导体企业迎来了发展的窗口期。英伟达预计其2026财年来自中国市场的销售额将下降约4%,而AMD也将承受类似的压力。这表明,中国本土半导体企业有机会填补这一市场空白。</p><p>这些本土企业在GPU(图形处理器)和CPU(中央处理器)等关键技术领域的突破进展值得投资者密切关注。特别是在高端芯片制造和AI(人工智能)应用方面,任何技术瓶颈的突破都可能带来巨大的市场份额增长和投资回报。</p><p>美国政府推出的“AI扩散规则”对全球半导体行业产生了深远影响。英伟达的全球客户足迹中,有24%的销售额来自非中国二、三级国家,其中包括18%的新加坡销售额。在最坏的情况下,英伟达多达10%的这些销售可能受到AI扩散规则的限制,导致其EPS(每股收益)在2026和2027财年分别额外下降14%和11%。这一形势凸显了布局符合出口管制框架的芯片设计商的重要性。</p><p>尽管面临诸多挑战,英伟达的估值仍然具有吸引力。在其业绩承压期间,英伟达的远期市盈率(P/E)仅为17.4倍,显著低于其历史5年中位数30倍,甚至低于周期低谷的典型值23倍。这意味着市场恐慌可能过度放大了短期风险,为投资者提供了以合理估值买入龙头企业的机会。</p><p>英伟达和AMD的业务模式和财务表现凸显了全产业链布局的重要性。英伟达在2026财年将因H20系列产品的禁运而使总销售额降低6%。而AMD预计其2025财年的毛利率将受到显著影响,同时其数据中心GPU出货量可能减少。这表明,具备从芯片设计、制造到软件平台开发等全产业链布局能力的企业,能够更好地应对市场波动和政策变化。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美银拆解半导体双雄:英伟达19倍PE成估值洼地,AMD静待转机\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-25 12:00 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1283192.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在近期的研报中,美国银行全球研究部对美国半导体行业进行了深度剖析,特别是对英伟达(NVDA.US)和AMD(AMD.US)这两家行业巨头的现状及未来前景进行了详细分析。自 2025 年 4 月 15 日 H20 系列产品对华正式实施禁运后,英伟达股价重挫 14%,而同期费城半导体指数(SOX.US)和标普 500 指数(SPX.US)分别下跌 8% 和 4%。目前来看,有四大因素正压制英伟达股价:...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1283192.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"159582":"半导体","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4532":"文艺复兴科技持仓","NVD3.UK":"LS 3X NVIDIA","2NVD.UK":"2X NVIDIA ETP","LU1548497426.USD":"安联环球人工智能AT Acc","LU1323610961.USD":"UBS (LUX) EQUITY SICAV 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Thematica Cl AMg DIS USD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","SNVD.UK":"LS -1X NVIDIA","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","BK4588":"碎股","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","3NVD.UK":"LS 3X NVIDIA","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","NVDS":"Tradr 1.5X Short NVDA Daily ETF","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","NVIW.SI":"NVDA 3xLongSG261006","NVDU":"Direxion Daily NVDA Bull 2X Shares"},"source_url":"http://www.zhitongcaijing.com/content/detail/1283192.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2529574294","content_text":"在近期的研报中,美国银行全球研究部对美国半导体行业进行了深度剖析,特别是对英伟达(NVDA.US)和AMD(AMD.US)这两家行业巨头的现状及未来前景进行了详细分析。自 2025 年 4 月 15 日 H20 系列产品对华正式实施禁运后,英伟达股价重挫 14%,而同期费城半导体指数(SOX.US)和标普 500 指数(SPX.US)分别下跌 8% 和 4%。目前来看,有四大因素正压制英伟达股价:一是中国市场销售受限(占总销售额的 13% - 14%,但目前仅占数据中心业务的 3% - 6%),不过美银认为中国市场的相关风险已被市场较充分计价;二是即将于 5 月 15 日生效的人工智能扩散规则,可能使主权国家销售额的 10% 面临风险;三是毛利率预计将在 2025 财年第二季度回到 70% 中段,但在此期间需经历多次销售削减和成本压力;四是云服务资本支出在 2026 财年的能见度较低。美银对英伟达 2026 和 2027 财年的基础情景预测每股收益(EPS)分别为 3.97 美元和 5.74 美元,已充分考虑了上述风险因素。尽管面临诸多挑战,但美银仍重申对英伟达的 “买入” 评级。其认为当前股价波动为更好的买入机会,尽管将目标价从 160 美元下调至 150 美元,以反映基于 26 倍 2026 财年预期市盈率的更低每股收益预期。从估值角度来看,英伟达当前基于市盈率(P/E)的估值仅为 16.6 倍,若按照最坏情况下(即 10% 的人工智能扩散规则限制)进行测算,其 2026 财年市盈率也仅为 19 倍,远低于其历史中位数 30 倍和周期低谷典型值 23 倍。这表明,即便在较为悲观的预期下,英伟达的估值依然具有吸引力。美银基于与英伟达类似的逻辑,对AMD的销售和每股收益预期进行了下调,以反映 MI308 系列产品对华禁运的影响。AMD预计将在 2025 年第二季度承担 8 亿美元的库存和储备费用。假设其 2025 财年的毛利率为 - 40%,那么剩余的 MI308 系列产品在 2025 年剩余时间里的出货量可能达到 13.3 亿美元,约占其 75 亿 - 80 亿美元数据中心 GPU 出货量的 18%,以及公司总销售额的 4%。对于 2026 和 2027 财年,美银预计AMD面临的阻力将逐渐减小,假设 MI308 系列产品是在中国可以销售的最先进 GPU 产品,并将逐渐面临更多的本地竞争。此外,从 2025 年第三季度开始,美银小幅上调AMD的毛利率 50 个基点,以反映 MI308 系列产品对毛利率的稀释贡献减少,同时部分抵消因潜在关税和供应链回流而产生的成本增加。美银对AMD的评级为 “中性”,目标价从 110 美元下调至 105 美元。这一目标价对应的市盈率为 20 倍,与 0.9 倍的市盈增长比率(PEG)相匹配,基于其 2026 财年每股收益 5.29 美元的预期,与高增长计算类半导体的历史 1 - 2 倍 PEG 范围基本一致。近期,游戏市场需求持续疲软,这对英伟达的传统优势业务构成了直接威胁。据美银分析,消费者对游戏设备的支出意愿正在下降,导致英伟达在游戏市场的收入占比逐渐缩减。历史数据显示,游戏业务曾为英伟达贡献了约 40% 的营收。然而,目前该领域的销售额同比下滑幅度已接近 20%,拖累了公司的整体业绩表现,暴露出英伟达在业务多元化进程中的潜在脆弱性。此外,AMD所处的竞争环境愈发严酷,正遭受来自英伟达、英特尔(INTC.US)以及一众初创企业的激烈竞争。英伟达在 GPU(图形处理器)领域持续推出高性能产品,巩固其市场领导地位;英特尔则在 CPU(中央处理器)市场上不断发力,试图通过技术创新和产品迭代夺回失地。与此同时,众多 AI(人工智能)初创企业凭借灵活的市场策略和创新技术,也在特定细分领域对 AMD 形成挤压态势。美银指出,AMD 在市场份额争夺中面临着严峻挑战,需要在技术创新和市场策略上做出更大努力才能突破重围。同时,AMD 在制造环节过度依赖台积电(TSMC.US)这一单一供应商,这已成为其业务发展的重大隐患。据行业分析,台积电承担了 AMD 几乎全部的芯片制造任务。一旦台积电的生产环节出现问题,如产能不足、技术瓶颈或供应中断,AMD 的产品交付将受到严重影响。美银警告称,这种过度集中的供应链布局限制了 AMD 在面对突发状况时的应对能力,增加了其运营风险,可能在供应链波动时导致收入损失和市场份额下滑。最后,中美两国在科技领域的竞争不断加剧,给半导体行业带来了极大的不确定性。美国政府近期出台了一系列出口管制政策,限制关键技术、产品及相关服务出口到中国,涉及范围广泛,包括高端芯片制造设备、先进半导体材料等。据报道,美国已将部分中国企业和机构列入出口管制名单,导致中美科技交流与合作受阻。这种紧张局势可能进一步升级,催生更多出口管制措施,增加英伟达、AMD 等企业的运营成本和市场风险,影响其全球业务布局和长期发展战略,给整个半导体行业的稳定发展蒙上阴影。随着英伟达和AMD在中国市场面临销售限制,本土半导体企业迎来了发展的窗口期。英伟达预计其2026财年来自中国市场的销售额将下降约4%,而AMD也将承受类似的压力。这表明,中国本土半导体企业有机会填补这一市场空白。这些本土企业在GPU(图形处理器)和CPU(中央处理器)等关键技术领域的突破进展值得投资者密切关注。特别是在高端芯片制造和AI(人工智能)应用方面,任何技术瓶颈的突破都可能带来巨大的市场份额增长和投资回报。美国政府推出的“AI扩散规则”对全球半导体行业产生了深远影响。英伟达的全球客户足迹中,有24%的销售额来自非中国二、三级国家,其中包括18%的新加坡销售额。在最坏的情况下,英伟达多达10%的这些销售可能受到AI扩散规则的限制,导致其EPS(每股收益)在2026和2027财年分别额外下降14%和11%。这一形势凸显了布局符合出口管制框架的芯片设计商的重要性。尽管面临诸多挑战,英伟达的估值仍然具有吸引力。在其业绩承压期间,英伟达的远期市盈率(P/E)仅为17.4倍,显著低于其历史5年中位数30倍,甚至低于周期低谷的典型值23倍。这意味着市场恐慌可能过度放大了短期风险,为投资者提供了以合理估值买入龙头企业的机会。英伟达和AMD的业务模式和财务表现凸显了全产业链布局的重要性。英伟达在2026财年将因H20系列产品的禁运而使总销售额降低6%。而AMD预计其2025财年的毛利率将受到显著影响,同时其数据中心GPU出货量可能减少。这表明,具备从芯片设计、制造到软件平台开发等全产业链布局能力的企业,能够更好地应对市场波动和政策变化。","news_type":1,"symbols_score_info":{"159582":1,"2NVD.UK":0.6,"3NVD.UK":0.6,"AMD":1,"GFS":1,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":1578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":438297196667768,"gmtCreate":1748041083034,"gmtModify":1748041084533,"author":{"id":"4207821746398192","authorId":"4207821746398192","name":"华尔街之犬","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207821746398192","authorIdStr":"4207821746398192"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a> 奈飞是真厉害,我前后买了五千多刀put,全变废纸,永远不跌的股价","listText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a> 奈飞是真厉害,我前后买了五千多刀put,全变废纸,永远不跌的股价","text":"$奈飞(NFLX)$ 奈飞是真厉害,我前后买了五千多刀put,全变废纸,永远不跌的股价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/438297196667768","isVote":1,"tweetType":1,"viewCount":1565,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578915251371542","authorId":"3578915251371542","name":"天才一一","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"idStr":"3578915251371542","authorIdStr":"3578915251371542"},"content":"和你看法类似,确实有点贵了,感觉到某个时间会跌,但是时机不好把握[捂脸]","text":"和你看法类似,确实有点贵了,感觉到某个时间会跌,但是时机不好把握[捂脸]","html":"和你看法类似,确实有点贵了,感觉到某个时间会跌,但是时机不好把握[捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":428222497615896,"gmtCreate":1745577312651,"gmtModify":1745582086703,"author":{"id":"4207821746398192","authorId":"4207821746398192","name":"华尔街之犬","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207821746398192","authorIdStr":"4207821746398192"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2506(GCmain)$ </a><v-v data-views=\"1\"></v-v> 亏麻了,进去就站大岗,马上强平了,涨吧帮帮忙","listText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2506(GCmain)$ </a><v-v data-views=\"1\"></v-v> 亏麻了,进去就站大岗,马上强平了,涨吧帮帮忙","text":"$黄金主连 2506(GCmain)$ 亏麻了,进去就站大岗,马上强平了,涨吧帮帮忙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/428222497615896","isVote":1,"tweetType":1,"viewCount":1652,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547760133779513","authorId":"3547760133779513","name":"momo_1453","avatar":"https://static.tigerbbs.com/fd1cf805faa031f493398bcd84384013","crmLevel":1,"crmLevelSwitch":0,"idStr":"3547760133779513","authorIdStr":"3547760133779513"},"content":"当所有人都看好时候 便是撤退之时","text":"当所有人都看好时候 便是撤退之时","html":"当所有人都看好时候 便是撤退之时"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":458868086325256,"gmtCreate":1753065313021,"gmtModify":1753065314303,"author":{"id":"4207821746398192","authorId":"4207821746398192","name":"华尔街之犬","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207821746398192","authorIdStr":"4207821746398192"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/HSImain\">$恒生指数主连 2507(HSImain)$ </a><v-v data-views=\"0\"></v-v> 结论先行,包跌而且大跌暴跌,拐点就在今日25000左右。股市的增长高度依赖组成市场的上市公司经营向好。我就问一句,就一句,大家觉得目前中国经济大环境向好吗???背离真实经济大环境的牛市,是机构国家队给你抬轿子,还是山顶放货你接盘?","listText":"<a href=\"https://laohu8.com/FUT/HSImain\">$恒生指数主连 2507(HSImain)$ </a><v-v data-views=\"0\"></v-v> 结论先行,包跌而且大跌暴跌,拐点就在今日25000左右。股市的增长高度依赖组成市场的上市公司经营向好。我就问一句,就一句,大家觉得目前中国经济大环境向好吗???背离真实经济大环境的牛市,是机构国家队给你抬轿子,还是山顶放货你接盘?","text":"$恒生指数主连 2507(HSImain)$ 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坐庄做成这样也是活久见,这个摆盘是正常投资者能摆得出来的?为了骗外资进来是无所不用其极","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437703349817496","isVote":1,"tweetType":1,"viewCount":1925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":433011018945320,"gmtCreate":1746749010174,"gmtModify":1746749012186,"author":{"id":"4207821746398192","authorId":"4207821746398192","name":"华尔街之犬","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207821746398192","authorIdStr":"4207821746398192"},"themes":[],"htmlText":"4.16的消息乘着现在砸盘发几个意思","listText":"4.16的消息乘着现在砸盘发几个意思","text":"4.16的消息乘着现在砸盘发几个意思","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/433011018945320","repostId":"2534315923","repostType":2,"repost":{"id":"2534315923","kind":"news","pubTimestamp":1746696501,"share":"https://www.laohu8.com/m/news/2534315923?lang=&edition=full","pubTime":"2025-05-08 17:28","market":"us","language":"zh","title":"谷歌因涉嫌垄断互联网搜索市场在英国被起诉","url":"https://stock-news.laohu8.com/highlight/detail?id=2534315923","media":"商务部网站","summary":"金融时报4月16日报道,谷歌在英国被数千家企业集体起诉,要求最高50亿英镑的赔偿,原因是它被指控滥用主导地位,排挤互联网搜索市场的竞争对手,并收取过高的广告费用。周二向竞争上诉法庭提起的集体诉讼认为,谷歌在搜索查询中出现的广告收取的费用比在公平市场中更高。","content":"<html><body><article><p>(原标题:<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>因涉嫌垄断互联网搜索市场在英国被起诉)</p><p>金融时报4月16日报道,谷歌在英国被数千家企业集体起诉,要求最高50亿英镑的赔偿,原因是它被指控滥用主导地位,排挤互联网搜索市场的竞争对手,并收取过高的广告费用。 周二向竞争上诉法庭提起的集体诉讼认为,谷歌在搜索查询中出现的广告收取的费用比在公平市场中更高。谷歌与手机制造商签订合同,在安卓设备上预装谷歌搜索应用程序和Chrome浏览器,并付钱给<a href=\"https://laohu8.com/S/AAPL\">苹果</a>使其成为iPhone的默认搜索引擎,目的是排挤竞争对手。 该索赔由竞争法专家Or Brook代表数千家企业提出,并声称谷歌确保其搜索引擎比其竞争对手具有更好的功能和更多的自家产品广告。</p><p>谷歌发言人表示:“这又是一个投机和机会主义案例,我们将强烈反对它。消费者和广告商使用谷歌是因为谷歌有用,而不是别无选择。 Brook说,企业几乎别无选择,只能使用谷歌广告来宣传他们的产品和服务。谷歌一直在利用其在一般搜索和搜索广告市场的主导地位,向广告商收取过高的费用。英国竞争与市场管理局(Competition and Markets Authority)于1月对谷歌的搜索服务展开了一项调查,包括它们对广告市场的影响。调查显示,数百万人和企业依赖谷歌的服务,这些服务占搜索量的90%,并被超过20万家英国企业用于广告宣传。</p></article></body></html>","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\" 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>谷歌因涉嫌垄断互联网搜索市场在英国被起诉</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n谷歌因涉嫌垄断互联网搜索市场在英国被起诉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-08 17:28 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050900371394f0b4af&s=b><strong>商务部网站</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(原标题:谷歌因涉嫌垄断互联网搜索市场在英国被起诉)金融时报4月16日报道,谷歌在英国被数千家企业集体起诉,要求最高50亿英镑的赔偿,原因是它被指控滥用主导地位,排挤互联网搜索市场的竞争对手,并收取过高的广告费用。 周二向竞争上诉法庭提起的集体诉讼认为,谷歌在搜索查询中出现的广告收取的费用比在公平市场中更高。谷歌与手机制造商签订合同,在安卓设备上预装谷歌搜索应用程序和Chrome浏览器,并付钱给...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050900371394f0b4af&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0965509101.SGD":"AB LOW 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050900371394f0b4af&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2534315923","content_text":"(原标题:谷歌因涉嫌垄断互联网搜索市场在英国被起诉)金融时报4月16日报道,谷歌在英国被数千家企业集体起诉,要求最高50亿英镑的赔偿,原因是它被指控滥用主导地位,排挤互联网搜索市场的竞争对手,并收取过高的广告费用。 周二向竞争上诉法庭提起的集体诉讼认为,谷歌在搜索查询中出现的广告收取的费用比在公平市场中更高。谷歌与手机制造商签订合同,在安卓设备上预装谷歌搜索应用程序和Chrome浏览器,并付钱给苹果使其成为iPhone的默认搜索引擎,目的是排挤竞争对手。 该索赔由竞争法专家Or Brook代表数千家企业提出,并声称谷歌确保其搜索引擎比其竞争对手具有更好的功能和更多的自家产品广告。谷歌发言人表示:“这又是一个投机和机会主义案例,我们将强烈反对它。消费者和广告商使用谷歌是因为谷歌有用,而不是别无选择。 Brook说,企业几乎别无选择,只能使用谷歌广告来宣传他们的产品和服务。谷歌一直在利用其在一般搜索和搜索广告市场的主导地位,向广告商收取过高的费用。英国竞争与市场管理局(Competition and Markets Authority)于1月对谷歌的搜索服务展开了一项调查,包括它们对广告市场的影响。调查显示,数百万人和企业依赖谷歌的服务,这些服务占搜索量的90%,并被超过20万家英国企业用于广告宣传。","news_type":1,"symbols_score_info":{"GOOG":1,"GOOGL":1,"USJW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":458868571259168,"gmtCreate":1753065352556,"gmtModify":1753065353994,"author":{"id":"4207821746398192","authorId":"4207821746398192","name":"华尔街之犬","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207821746398192","authorIdStr":"4207821746398192"},"themes":[],"htmlText":"结论先行,包跌而且大跌暴跌,拐点就在今日25000左右。股市的增长高度依赖组成市场的上市公司经营向好。我就问一句,就一句,大家觉得目前中国经济大环境向好吗???背离真实经济大环境的牛市,是机构国家队给你抬轿子,还是山顶放货你接盘?","listText":"结论先行,包跌而且大跌暴跌,拐点就在今日25000左右。股市的增长高度依赖组成市场的上市公司经营向好。我就问一句,就一句,大家觉得目前中国经济大环境向好吗???背离真实经济大环境的牛市,是机构国家队给你抬轿子,还是山顶放货你接盘?","text":"结论先行,包跌而且大跌暴跌,拐点就在今日25000左右。股市的增长高度依赖组成市场的上市公司经营向好。我就问一句,就一句,大家觉得目前中国经济大环境向好吗???背离真实经济大环境的牛市,是机构国家队给你抬轿子,还是山顶放货你接盘?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/458868571259168","isVote":1,"tweetType":1,"viewCount":738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452546963768000,"gmtCreate":1751508369463,"gmtModify":1751509757299,"author":{"id":"4207821746398192","authorId":"4207821746398192","name":"华尔街之犬","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207821746398192","authorIdStr":"4207821746398192"},"themes":[],"htmlText":"<a 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懂王发疯纳指都得趴地上,真不知道一个生意人哪来的勇气,自古钱不与权斗,包跌的现在还没下去是因为大户来不及跑,自救","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452546963768000","isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447957810082176,"gmtCreate":1750387382698,"gmtModify":1750387383837,"author":{"id":"4207821746398192","authorId":"4207821746398192","name":"华尔街之犬","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207821746398192","authorIdStr":"4207821746398192"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/MHI2506\">$小恒指2506(MHI2506)$ </a> 汪汪队演你来接盘啦,下午就暴跌","listText":"<a href=\"https://laohu8.com/FUT/MHI2506\">$小恒指2506(MHI2506)$ </a> 汪汪队演你来接盘啦,下午就暴跌","text":"$小恒指2506(MHI2506)$ 汪汪队演你来接盘啦,下午就暴跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447957810082176","isVote":1,"tweetType":1,"viewCount":908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":446619083358872,"gmtCreate":1750059082738,"gmtModify":1750059083956,"author":{"id":"4207821746398192","authorId":"4207821746398192","name":"华尔街之犬","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207821746398192","authorIdStr":"4207821746398192"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"0\"></v-v> 紧急避险,牢记前面59~39一瞬间,横了这么久拉一把骗人进去山顶接盘,下次39可未必上来了","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"0\"></v-v> 紧急避险,牢记前面59~39一瞬间,横了这么久拉一把骗人进去山顶接盘,下次39可未必上来了","text":"$小米集团-W(01810)$ 紧急避险,牢记前面59~39一瞬间,横了这么久拉一把骗人进去山顶接盘,下次39可未必上来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446619083358872","isVote":1,"tweetType":1,"viewCount":2302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":446619081483112,"gmtCreate":1750058917447,"gmtModify":1750058918568,"author":{"id":"4207821746398192","authorId":"4207821746398192","name":"华尔街之犬","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207821746398192","authorIdStr":"4207821746398192"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/MHI2506\">$小恒指2506(MHI2506)$ </a> 汪汪队又在托了,还是别上当晚上就暴跌。","listText":"<a href=\"https://laohu8.com/FUT/MHI2506\">$小恒指2506(MHI2506)$ </a> 汪汪队又在托了,还是别上当晚上就暴跌。","text":"$小恒指2506(MHI2506)$ 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有本事就一直别跌,别莫名其妙跌3%拉回来偷摸缩量涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/443156670271816","isVote":1,"tweetType":1,"viewCount":998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442715560100352,"gmtCreate":1749107437683,"gmtModify":1749107438725,"author":{"id":"4207821746398192","authorId":"4207821746398192","name":"华尔街之犬","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207821746398192","authorIdStr":"4207821746398192"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/MHI2506\">$小恒指2506(MHI2506)$ </a> 包跌,暴跌,抓紧逃,凭什么涨而且现大跌骗空再涨","listText":"<a href=\"https://laohu8.com/FUT/MHI2506\">$小恒指2506(MHI2506)$ </a> 包跌,暴跌,抓紧逃,凭什么涨而且现大跌骗空再涨","text":"$小恒指2506(MHI2506)$ 包跌,暴跌,抓紧逃,凭什么涨而且现大跌骗空再涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442715560100352","isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439442802705088,"gmtCreate":1748304133876,"gmtModify":1748304135934,"author":{"id":"4207821746398192","authorId":"4207821746398192","name":"华尔街之犬","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207821746398192","authorIdStr":"4207821746398192"},"themes":[],"htmlText":"今天包跌的,而且是暴跌,预计走势是开盘先冲高,而后回落一路落落落至少跌 2%。理由:自前低 36 以来已反弹 45%,未见明显回调已超买,财报一致预期较好,并已消化预期,现在是财报好不会涨,万一不及预期就完蛋。加上各种负面消息满天飞 YU7 流量远不及 之前 su7,芯片又爆高通疑云,YU 7 产品会从头到尾就是给毛豆 Y 打广告来的。包跌📉","listText":"今天包跌的,而且是暴跌,预计走势是开盘先冲高,而后回落一路落落落至少跌 2%。理由:自前低 36 以来已反弹 45%,未见明显回调已超买,财报一致预期较好,并已消化预期,现在是财报好不会涨,万一不及预期就完蛋。加上各种负面消息满天飞 YU7 流量远不及 之前 su7,芯片又爆高通疑云,YU 7 产品会从头到尾就是给毛豆 Y 打广告来的。包跌📉","text":"今天包跌的,而且是暴跌,预计走势是开盘先冲高,而后回落一路落落落至少跌 2%。理由:自前低 36 以来已反弹 45%,未见明显回调已超买,财报一致预期较好,并已消化预期,现在是财报好不会涨,万一不及预期就完蛋。加上各种负面消息满天飞 YU7 流量远不及 之前 su7,芯片又爆高通疑云,YU 7 产品会从头到尾就是给毛豆 Y 打广告来的。包跌📉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439442802705088","isVote":1,"tweetType":1,"viewCount":1349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439440335057448,"gmtCreate":1748303802395,"gmtModify":1748303803871,"author":{"id":"4207821746398192","authorId":"4207821746398192","name":"华尔街之犬","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207821746398192","authorIdStr":"4207821746398192"},"themes":[],"htmlText":"包跌的,而且是暴跌","listText":"包跌的,而且是暴跌","text":"包跌的,而且是暴跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439440335057448","isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437052269351320,"gmtCreate":1747715287307,"gmtModify":1747715288594,"author":{"id":"4207821746398192","authorId":"4207821746398192","name":"华尔街之犬","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207821746398192","authorIdStr":"4207821746398192"},"themes":[],"htmlText":"<a 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