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我是老虎爸爸

04-23

$霸王茶姬(CHA)$ 收盘还得跌

我是老虎爸爸

09-01

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高盛上调寒武纪12个月目标价至2104元

我是老虎爸爸

06-25

$特斯拉(TSLA)$

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[汗颜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/473978660634848","repostId":"1137909518","repostType":2,"repost":{"id":"1137909518","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":1756687075,"share":"https://www.laohu8.com/m/news/1137909518?lang=&edition=full","pubTime":"2025-09-01 08:37","market":"hk","language":"zh","title":"高盛上调寒武纪12个月目标价至2104元","url":"https://stock-news.laohu8.com/highlight/detail?id=1137909518","media":"老虎资讯综合","summary":"9月1日， $高盛(GS)$称，$寒武纪(688256)$宣布的二季度业绩强劲，保持对公司的积极看法，上调12个月目标价14.7%至2104元。分析师Verena Jeng等在报告中指出，考虑二季度业绩，以及更高的人工智能芯片出货量、更低的运营费用比率、反映中国云资本支出扩张等，将寒武纪2025-2030年的净收入预测上调，其中今年预测上调34%为最高。预计寒武纪在人工智能芯片及软件的持续研发投入，将巩固其在本土人工智能芯片领域的市场领导地位，并将客户从软件公司、企业拓展至更多互联网公司和领先的云服务提供商。","content":"<html><head></head><body><p>9月1日， <a href=\"https://laohu8.com/S/GS\">高盛</a>称，<a href=\"https://laohu8.com/S/688256\">寒武纪</a>宣布的二季度业绩强劲，保持对公司的积极看法，上调12个月目标价14.7%至2104元。</p><p>分析师Verena Jeng等在报告中指出，考虑二季度业绩，以及更高的人工智能芯片出货量、更低的运营费用比率、反映中国云资本支出扩张等，将寒武纪2025-2030年的净收入预测上调，其中今年预测上调34%为最高。</p><p>预计寒武纪在人工智能芯片及软件的持续研发投入，将巩固其在本土人工智能芯片领域的市场领导地位，并将客户从软件公司、企业拓展至更多互联网公司和领先的云服务提供商。</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>高盛上调寒武纪12个月目标价至2104元</title>\n<style 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}\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高盛上调寒武纪12个月目标价至2104元\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\">2025-09-01 08:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月1日， <a href=\"https://laohu8.com/S/GS\">高盛</a>称，<a href=\"https://laohu8.com/S/688256\">寒武纪</a>宣布的二季度业绩强劲，保持对公司的积极看法，上调12个月目标价14.7%至2104元。</p><p>分析师Verena Jeng等在报告中指出，考虑二季度业绩，以及更高的人工智能芯片出货量、更低的运营费用比率、反映中国云资本支出扩张等，将寒武纪2025-2030年的净收入预测上调，其中今年预测上调34%为最高。</p><p>预计寒武纪在人工智能芯片及软件的持续研发投入，将巩固其在本土人工智能芯片领域的市场领导地位，并将客户从软件公司、企业拓展至更多互联网公司和领先的云服务提供商。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5b8c9987134abca80230d43ebe957254","relate_stocks":{"688256":"寒武纪","BK4550":"红杉资本持仓","BK4588":"碎股","BK4552":"Archegos爆仓风波概念","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","SG9999001093.SGD":"United Greater China Fund A Acc SGD","LU0106831901.USD":"贝莱德世界金融基金A2","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU1668664300.SGD":"Blackrock World Financials A2 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Jeng等在报告中指出，考虑二季度业绩，以及更高的人工智能芯片出货量、更低的运营费用比率、反映中国云资本支出扩张等，将寒武纪2025-2030年的净收入预测上调，其中今年预测上调34%为最高。预计寒武纪在人工智能芯片及软件的持续研发投入，将巩固其在本土人工智能芯片领域的市场领导地位，并将客户从软件公司、企业拓展至更多互联网公司和领先的云服务提供商。","news_type":1,"symbols_score_info":{"688256":1}},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":449894397788488,"gmtCreate":1750864060655,"gmtModify":1750864950971,"author":{"id":"4207900566521602","authorId":"4207900566521602","name":"我是老虎爸爸","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207900566521602","authorIdStr":"4207900566521602"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp;","listText":"<a 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