嘻嘻瓜的个人主页 - 老虎社区

嘻嘻瓜

暂无个人介绍

IP属地：湖南

40关注

0粉丝

1主题

0勋章

04-11

这篇文章不错，转发给大家看看

抱歉，原内容已删除

04-08

无语

抱歉，原内容已删除

03-17

这篇文章不错，转发给大家看看

抱歉，原内容已删除

02-03

这篇文章不错，转发给大家看看

抱歉，原内容已删除

02-03

这篇文章不错，转发给大家看看

抱歉，原内容已删除

01-20

这篇文章不错，转发给大家看看

抱歉，原内容已删除

01-05

这篇文章不错，转发给大家看看

抱歉，原内容已删除

01-04

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2025-12-23

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2025-12-23

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2025-12-23

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2025-12-17

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2025-12-14

这篇文章不错，转发给大家看看

@小虎周报:【一周科技动态】英伟达被甲骨文，博通财报拖累，AI领导地位是否还在？

2025-12-11

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2025-12-11

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2025-12-11

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2025-12-11

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2025-12-08

这篇文章不错，转发给大家看看

@小虎周报:【一周IPO观察】12月开局，打新分歧增大！京东工业、宝济药业等四家公司上市；HashKey过讯

2025-12-05

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2025-12-05

这篇文章不错，转发给大家看看

抱歉，原内容已删除

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4208535143263322","uuid":"4208535143263322","gmtCreate":1745431958724,"gmtModify":1745432403462,"name":"嘻嘻瓜","pinyin":"xxgxixigua","introduction":"","introductionEn":null,"signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":40,"tweetSize":55,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":17,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.01.11","exceedPercentage":"80.64%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.25","exceedPercentage":"93.99%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.14","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":0,"location":"湖南","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":12,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":552452539289952,"gmtCreate":1775910674323,"gmtModify":1775910676572,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208535143263322","idStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/552452539289952","repostId":"1159268557","repostType":4,"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551321877062984,"gmtCreate":1775621906629,"gmtModify":1775621909101,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208535143263322","idStr":"4208535143263322"},"themes":[],"title":"","htmlText":"无语","listText":"无语","text":"无语","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551321877062984","repostId":"2625967899","repostType":2,"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543821100204600,"gmtCreate":1773757279612,"gmtModify":1773757281553,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208535143263322","idStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543821100204600","repostId":"1127585708","repostType":4,"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528754592911552,"gmtCreate":1770121639785,"gmtModify":1770121642159,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208535143263322","idStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528754592911552","repostId":"2608816029","repostType":4,"isVote":1,"tweetType":1,"viewCount":995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528753810015640,"gmtCreate":1770121577220,"gmtModify":1770121579932,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208535143263322","idStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528753810015640","repostId":"2608815433","repostType":4,"isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523767788700120,"gmtCreate":1768899705230,"gmtModify":1768899708871,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208535143263322","idStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523767788700120","repostId":"1197982585","repostType":2,"isVote":1,"tweetType":1,"viewCount":1079,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518475418587736,"gmtCreate":1767610118104,"gmtModify":1767610120524,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208535143263322","idStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518475418587736","repostId":"1150736995","repostType":2,"isVote":1,"tweetType":1,"viewCount":957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518327197188496,"gmtCreate":1767519058459,"gmtModify":1767519060943,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208535143263322","idStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518327197188496","repostId":"2600204628","repostType":2,"isVote":1,"tweetType":1,"viewCount":1017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513712419853264,"gmtCreate":1766463610232,"gmtModify":1766463612030,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208535143263322","idStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513712419853264","repostId":"1116724020","repostType":4,"isVote":1,"tweetType":1,"viewCount":845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513712355561856,"gmtCreate":1766463593158,"gmtModify":1766463594949,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208535143263322","idStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513712355561856","repostId":"1130115371","repostType":4,"isVote":1,"tweetType":1,"viewCount":1348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513711713239256,"gmtCreate":1766463516629,"gmtModify":1766463518772,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208535143263322","idStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513711713239256","repostId":"2592130284","repostType":2,"isVote":1,"tweetType":1,"viewCount":1007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511701416370216,"gmtCreate":1765954057726,"gmtModify":1765954060147,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208535143263322","idStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511701416370216","repostId":"1133906484","repostType":2,"isVote":1,"tweetType":1,"viewCount":1476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":510713056489472,"gmtCreate":1765698650284,"gmtModify":1765698652575,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208535143263322","idStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/510713056489472","repostId":"510631257858192","repostType":1,"repost":{"id":510631257858192,"gmtCreate":1765698510395,"gmtModify":1765698575478,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36979109942400","idStr":"36979109942400"},"themes":[],"title":"【一周科技动态】英伟达被甲骨文，博通财报拖累，AI领导地位是否还在？","htmlText":"本周宏观主线12月FOMC如期降息25bp，并启动约400亿美元的短期国债购入以补充体系准备金，但市场的核心关注点并非政策操作本身，而是鲍威尔罕见地承认当前就业增长可能被“系统性高估”。最新点阵图对2026年利率路径分歧显著扩大，尽管中位数仍指向一次25bp降息，但区间从零降息到150bp降息全覆盖，反映决策层对经济后续走势缺乏共识。企业层面，Oracle 财报引发市场对 AI Capex 回报率的首次系统性担忧。 疲软的云收入与大幅提升的资本开支导致股价重挫近11%，并拖累纳指，使投资者开始重新评估 AI 投资周期中“上游算力繁荣与下游需求兑现”之间的结构性错配。整个科技板块的估值溢价因此面临一定压缩。大科技本周在周五科技股抛售大跌。截止12.4收盘，过去一周过半下跌。截止周五收盘，nvidia，goog大跌4%左右。一周大科技核心观点- <a href=\"https://laohu8.com/S/NVDA\">$NVIDIA(NVDA)$</a> 被 <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> ， <a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> 财报拖累，美银维持看好nvidia在ai领域的领先地位据路透社报道，中国对H200芯片的需求已超出英伟达当前产能，英伟达正评估增加H200 AI芯片产量。但是nvda在周五暴跌.美银最新的 NVDA 投资者会议总结给出强烈的正面信号：维持 Buy，重申最高评级 Top Pick，目标价 $275。NVDA 当前估值为 25x/19x 2026/2027 PE，美银认为相比“收益增速”只有 0.5×PEG，明显低估（Mag7 与成长股平均 PEG 在 2x）。BofA 认为，Nvidia 在 AI 计算领域的技术与商业领","listText":"本周宏观主线12月FOMC如期降息25bp，并启动约400亿美元的短期国债购入以补充体系准备金，但市场的核心关注点并非政策操作本身，而是鲍威尔罕见地承认当前就业增长可能被“系统性高估”。最新点阵图对2026年利率路径分歧显著扩大，尽管中位数仍指向一次25bp降息，但区间从零降息到150bp降息全覆盖，反映决策层对经济后续走势缺乏共识。企业层面，Oracle 财报引发市场对 AI Capex 回报率的首次系统性担忧。 疲软的云收入与大幅提升的资本开支导致股价重挫近11%，并拖累纳指，使投资者开始重新评估 AI 投资周期中“上游算力繁荣与下游需求兑现”之间的结构性错配。整个科技板块的估值溢价因此面临一定压缩。大科技本周在周五科技股抛售大跌。截止12.4收盘，过去一周过半下跌。截止周五收盘，nvidia，goog大跌4%左右。一周大科技核心观点- <a href=\"https://laohu8.com/S/NVDA\">$NVIDIA(NVDA)$</a> 被 <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> ， <a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> 财报拖累，美银维持看好nvidia在ai领域的领先地位据路透社报道，中国对H200芯片的需求已超出英伟达当前产能，英伟达正评估增加H200 AI芯片产量。但是nvda在周五暴跌.美银最新的 NVDA 投资者会议总结给出强烈的正面信号：维持 Buy，重申最高评级 Top Pick，目标价 $275。NVDA 当前估值为 25x/19x 2026/2027 PE，美银认为相比“收益增速”只有 0.5×PEG，明显低估（Mag7 与成长股平均 PEG 在 2x）。BofA 认为，Nvidia 在 AI 计算领域的技术与商业领","text":"本周宏观主线12月FOMC如期降息25bp，并启动约400亿美元的短期国债购入以补充体系准备金，但市场的核心关注点并非政策操作本身，而是鲍威尔罕见地承认当前就业增长可能被“系统性高估”。最新点阵图对2026年利率路径分歧显著扩大，尽管中位数仍指向一次25bp降息，但区间从零降息到150bp降息全覆盖，反映决策层对经济后续走势缺乏共识。企业层面，Oracle 财报引发市场对 AI Capex 回报率的首次系统性担忧。 疲软的云收入与大幅提升的资本开支导致股价重挫近11%，并拖累纳指，使投资者开始重新评估 AI 投资周期中“上游算力繁荣与下游需求兑现”之间的结构性错配。整个科技板块的估值溢价因此面临一定压缩。大科技本周在周五科技股抛售大跌。截止12.4收盘，过去一周过半下跌。截止周五收盘，nvidia，goog大跌4%左右。一周大科技核心观点- $NVIDIA(NVDA)$ 被 $甲骨文(ORCL)$ ， $博通(AVGO)$ 财报拖累，美银维持看好nvidia在ai领域的领先地位据路透社报道，中国对H200芯片的需求已超出英伟达当前产能，英伟达正评估增加H200 AI芯片产量。但是nvda在周五暴跌.美银最新的 NVDA 投资者会议总结给出强烈的正面信号：维持 Buy，重申最高评级 Top Pick，目标价 $275。NVDA 当前估值为 25x/19x 2026/2027 PE，美银认为相比“收益增速”只有 0.5×PEG，明显低估（Mag7 与成长股平均 PEG 在 2x）。BofA 认为，Nvidia 在 AI 计算领域的技术与商业领","images":[{"img":"https://static.tigerbbs.com/589beb9c48d91aa90a54f86f72f4b5dd"},{"img":"https://static.tigerbbs.com/d75d243e44f49cb36274edf70ff8b355"},{"img":"https://static.tigerbbs.com/00027f095a419eb2c79911f8e909de78"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/510631257858192","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509499702182472,"gmtCreate":1765427587498,"gmtModify":1765427589342,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208535143263322","idStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509499702182472","repostId":"1143208528","repostType":4,"isVote":1,"tweetType":1,"viewCount":895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509499605185096,"gmtCreate":1765427563817,"gmtModify":1765427565616,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208535143263322","idStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509499605185096","repostId":"2590304746","repostType":4,"isVote":1,"tweetType":1,"viewCount":1147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509499475202584,"gmtCreate":1765427531819,"gmtModify":1765427534171,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208535143263322","idStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509499475202584","repostId":"1180720395","repostType":4,"isVote":1,"tweetType":1,"viewCount":933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509691466551352,"gmtCreate":1765421327187,"gmtModify":1765421329614,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208535143263322","idStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509691466551352","repostId":"1105563375","repostType":2,"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508560326398848,"gmtCreate":1765185625702,"gmtModify":1765185627988,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208535143263322","idStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508560326398848","repostId":"508529197006992","repostType":1,"repost":{"id":508529197006992,"gmtCreate":1765185311944,"gmtModify":1765758962163,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36979109942400","idStr":"36979109942400"},"themes":[],"title":"【一周IPO观察】12月开局，打新分歧增大！京东工业、宝济药业等四家公司上市；HashKey过讯","htmlText":"港股IPO观察截止2025年的第48周，港交所共4家上市，4家招股，6家聆讯，22家递表当周上市（4家） <a href=\"https://laohu8.com/S/02539\">$乐摩科技(02539)$</a> （首日+36.25%） <a href=\"https://laohu8.com/S/02693\">$金岩高岭新材(02693)$</a> （首日+2.19%） <a href=\"https://laohu8.com/S/02408\">$遇见小面(02408)$</a> （首日-27.84%） <a href=\"https://laohu8.com/S/02658\">$天域半导体(02658)$</a> （首日-30.17%）当周招股（4家）中国最大MRO采购服务提供商 <a href=\"https://laohu8.com/S/07618\">$京东工业(07618)$</a> 生物科技公司 <a href=\"https://laohu8.com/S/02659\">$宝济药业-B(02659)$</a> “模拟芯片提供商” <a href=\"https://laohu8.com/S/02676\">$纳芯微(02676)$</a> “教学数字化解决方案提供商” <a href=\"https://laohu8.com/S/02687\">$卓越睿新(02687)$</a> 其中纳芯微、卓越睿新、宝济药业-B三家已完成招股，京东工业12月8日申购截止。通过聆讯（6家）香港最大持牌数字资产平台 <a href=\"https://laohu8.com/S/91318\">$HashKey Holdings Limited（临时代码）(91318)$</a> 第二家A+H期货公司 <a href=\"https://laohu8.com/S/91143\">$南华期货股份有限公司（临</a>","listText":"港股IPO观察截止2025年的第48周，港交所共4家上市，4家招股，6家聆讯，22家递表当周上市（4家） <a href=\"https://laohu8.com/S/02539\">$乐摩科技(02539)$</a> （首日+36.25%） <a href=\"https://laohu8.com/S/02693\">$金岩高岭新材(02693)$</a> （首日+2.19%） <a href=\"https://laohu8.com/S/02408\">$遇见小面(02408)$</a> （首日-27.84%） <a href=\"https://laohu8.com/S/02658\">$天域半导体(02658)$</a> （首日-30.17%）当周招股（4家）中国最大MRO采购服务提供商 <a href=\"https://laohu8.com/S/07618\">$京东工业(07618)$</a> 生物科技公司 <a href=\"https://laohu8.com/S/02659\">$宝济药业-B(02659)$</a> “模拟芯片提供商” <a href=\"https://laohu8.com/S/02676\">$纳芯微(02676)$</a> “教学数字化解决方案提供商” <a href=\"https://laohu8.com/S/02687\">$卓越睿新(02687)$</a> 其中纳芯微、卓越睿新、宝济药业-B三家已完成招股，京东工业12月8日申购截止。通过聆讯（6家）香港最大持牌数字资产平台 <a href=\"https://laohu8.com/S/91318\">$HashKey Holdings Limited（临时代码）(91318)$</a> 第二家A+H期货公司 <a href=\"https://laohu8.com/S/91143\">$南华期货股份有限公司（临</a>","text":"港股IPO观察截止2025年的第48周，港交所共4家上市，4家招股，6家聆讯，22家递表当周上市（4家） $乐摩科技(02539)$ （首日+36.25%） $金岩高岭新材(02693)$ （首日+2.19%） $遇见小面(02408)$ （首日-27.84%） $天域半导体(02658)$ （首日-30.17%）当周招股（4家）中国最大MRO采购服务提供商 $京东工业(07618)$ 生物科技公司 $宝济药业-B(02659)$ “模拟芯片提供商” $纳芯微(02676)$ “教学数字化解决方案提供商” $卓越睿新(02687)$ 其中纳芯微、卓越睿新、宝济药业-B三家已完成招股，京东工业12月8日申购截止。通过聆讯（6家）香港最大持牌数字资产平台 $HashKey Holdings Limited（临时代码）(91318)$ 第二家A+H期货公司 $南华期货股份有限公司（临","images":[{"img":"https://static.tigerbbs.com/1d4208a799d7e546fe9218bf2dceceea","width":"587","height":"642"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508529197006992","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507488182252528,"gmtCreate":1764929160650,"gmtModify":1764929163056,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208535143263322","idStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507488182252528","repostId":"1120848442","repostType":4,"isVote":1,"tweetType":1,"viewCount":743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507488049488832,"gmtCreate":1764929124853,"gmtModify":1764929126909,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208535143263322","idStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507488049488832","repostId":"1156463163","repostType":4,"isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":552452539289952,"gmtCreate":1775910674323,"gmtModify":1775910676572,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/552452539289952","repostId":"1159268557","repostType":4,"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551321877062984,"gmtCreate":1775621906629,"gmtModify":1775621909101,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"无语","listText":"无语","text":"无语","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551321877062984","repostId":"2625967899","repostType":2,"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543821100204600,"gmtCreate":1773757279612,"gmtModify":1773757281553,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543821100204600","repostId":"1127585708","repostType":4,"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528754592911552,"gmtCreate":1770121639785,"gmtModify":1770121642159,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528754592911552","repostId":"2608816029","repostType":4,"isVote":1,"tweetType":1,"viewCount":995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528753810015640,"gmtCreate":1770121577220,"gmtModify":1770121579932,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528753810015640","repostId":"2608815433","repostType":4,"isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523767788700120,"gmtCreate":1768899705230,"gmtModify":1768899708871,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523767788700120","repostId":"1197982585","repostType":2,"isVote":1,"tweetType":1,"viewCount":1079,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518475418587736,"gmtCreate":1767610118104,"gmtModify":1767610120524,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518475418587736","repostId":"1150736995","repostType":2,"isVote":1,"tweetType":1,"viewCount":957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518327197188496,"gmtCreate":1767519058459,"gmtModify":1767519060943,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518327197188496","repostId":"2600204628","repostType":2,"isVote":1,"tweetType":1,"viewCount":1017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513712419853264,"gmtCreate":1766463610232,"gmtModify":1766463612030,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513712419853264","repostId":"1116724020","repostType":4,"isVote":1,"tweetType":1,"viewCount":845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513712355561856,"gmtCreate":1766463593158,"gmtModify":1766463594949,"author":{"id":"4208535143263322","authorId":"4208535143263322","name":"嘻嘻瓜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208535143263322","authorIdStr":"4208535143263322"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513712355561856","repostId":"1130115371","repostType":4,"isVote":1,"tweetType":1,"viewCount":1348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}