社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
cky10327
IP属地:江苏
+关注
帖子 · 97
帖子 · 97
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
cky10327
cky10327
·
09:24
$可口可乐(KO)$
终于理解巴菲特买可口可乐的原因了,稳步趋势股,没有波澜,且是避风港,就是得有耐心
看
66
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
cky10327
cky10327
·
09:14
$英伟达(NVDA)$
有一种感觉,他后面会杀回去的,看看猜的对不对
看
597
回复
1
点赞
点赞
编组 21备份 2
分享
举报
cky10327
cky10327
·
11-12 22:32
$Tempus AI(TEM)$
这是都去买达子了吧
看
182
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
cky10327
cky10327
·
11-12 21:59
有没有可能自己偷偷买入呢
伯恩斯坦:为什么现在绝对不能抄底英伟达?
伯恩斯坦将英伟达评级下调至“与大市同步”,目标价腰斩至200美元。尽管公司基本面强劲且估值极具吸引力,但该行认为“发现蟑螂时绝不止两只”,叠加继任者空缺、潜在政府调查及供应链承诺生变等重重不确定性,负面消息尚未见底,建议投资者暂勿抄底、袖手旁观。
伯恩斯坦:为什么现在绝对不能抄底英伟达?
看
116
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
cky10327
cky10327
·
11-12 21:49
$英伟达(NVDA)$
民主党这么玩儿是完全不把国家利益放在首位啊,美国人民怎么老选奇葩上位呢, 之前是川子 ,觉得不靠谱,看到民主党一上来干的这些事,瞬间觉得川子靠谱多了[惊讶]
看
3,000
回复
评论
点赞
2
编组 21备份 2
分享
举报
cky10327
cky10327
·
11-12 12:24
$英伟达(NVDA)$
老黄啊,还有多少啊,一次性自爆完了拉倒了,股价直接到底全干进去[无语]
看
117
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
cky10327
cky10327
·
11-11 22:16
还营造,本来就是,但是总得配合着总得干点啥,不然不给蓝党面子啊
英伟达黄仁勋在婚外情曝光后重返办公室举行例行晨会,营造“一切照常”的工作氛围
核心要点据知情人士向媒体透露,在承认婚外情的第二天,英伟达首席执行官黄仁勋照常与公司高层管理人员举行了例行晨会。英伟达董事会正在调查黄仁勋与Alice Huang的关系。周二,黄仁勋也继续到办公室工作并主持会议。这家人工智能芯片巨头的内部人士表示,尽管针对黄仁勋婚外情事件的调查仍在推进,但他试图营造一种“一切照常”的工作氛围。英伟达员工描述公司目前的氛围时,使用了“悲伤”一词。
英伟达黄仁勋在婚外情曝光后重返办公室举行例行晨会,营造“一切照常”的工作氛围
看
125
回复
评论
点赞
3
编组 21备份 2
分享
举报
cky10327
cky10327
·
11-11 17:51
$闪迪(SNDK)$
怎么老感觉你是跟着大a走呢
看
906
回复
1
点赞
2
编组 21备份 2
分享
举报
cky10327
cky10327
·
11-07
$闪迪(SNDK)$
这轮资金轮动的背后,其实是市场在重新定价「确定性」——当AI的盈利兑现仍需时间,能立刻交出真金白银的现金奶牛,自然成了资金的新宠。 这段话说的很中肯,没有一味跟风唱空ai, 唱多老登,变革才刚开始,后面还有很长的路要走
看
4,962
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
cky10327
cky10327
·
11-07
$Rocket Lab USA, Inc.(RKLB)$
今天fly太牛逼了
看
571
回复
评论
点赞
1
编组 21备份 2
分享
举报
加载更多
暂无关注
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3437638669595671","uuid":"3437638669595671","gmtCreate":1476666389924,"gmtModify":1767886678214,"name":"cky10327","pinyin":"cky10327","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":10,"headSize":57,"tweetSize":97,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":3,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"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":"2026.07.04","exceedPercentage":"93.41%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.06.25","exceedPercentage":"60.25%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":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":"2025.10.23","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.11","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":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":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":4,"crmLevelSwitch":0,"location":"江苏","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":16,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":629107672690936,"gmtCreate":1794619499363,"gmtModify":1794619502824,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437638669595671","authorIdStr":"3437638669595671"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$ </a> 终于理解巴菲特买可口可乐的原因了,稳步趋势股,没有波澜,且是避风港,就是得有耐心","listText":"<a href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$ </a> 终于理解巴菲特买可口可乐的原因了,稳步趋势股,没有波澜,且是避风港,就是得有耐心","text":"$可口可乐(KO)$ 终于理解巴菲特买可口可乐的原因了,稳步趋势股,没有波澜,且是避风港,就是得有耐心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629107672690936","isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629100928893672,"gmtCreate":1794618854337,"gmtModify":1794618856149,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437638669595671","authorIdStr":"3437638669595671"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 有一种感觉,他后面会杀回去的,看看猜的对不对","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 有一种感觉,他后面会杀回去的,看看猜的对不对","text":"$英伟达(NVDA)$ 有一种感觉,他后面会杀回去的,看看猜的对不对","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/629100928893672","isVote":1,"tweetType":1,"viewCount":597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628589375390440,"gmtCreate":1794493963345,"gmtModify":1794493965169,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437638669595671","authorIdStr":"3437638669595671"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$ </a> 这是都去买达子了吧","listText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$ </a> 这是都去买达子了吧","text":"$Tempus AI(TEM)$ 这是都去买达子了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628589375390440","isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628585336537440,"gmtCreate":1794491979390,"gmtModify":1794491981186,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437638669595671","authorIdStr":"3437638669595671"},"themes":[],"title":"","htmlText":"有没有可能自己偷偷买入呢","listText":"有没有可能自己偷偷买入呢","text":"有没有可能自己偷偷买入呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628585336537440","repostId":"2682560438","repostType":2,"repost":{"id":"2682560438","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1794484248,"share":"https://www.laohunote.com/m/news/2682560438?lang=zh_CN&edition=full","pubTime":"2026-11-12 19:50","market":"other","language":"zh","title":"伯恩斯坦:为什么现在绝对不能抄底英伟达?","url":"https://stock-news.laohu8.com/highlight/detail?id=2682560438","media":"华尔街见闻","summary":"伯恩斯坦将英伟达评级下调至“与大市同步”,目标价腰斩至200美元。尽管公司基本面强劲且估值极具吸引力,但该行认为“发现蟑螂时绝不止两只”,叠加继任者空缺、潜在政府调查及供应链承诺生变等重重不确定性,负面消息尚未见底,建议投资者暂勿抄底、袖手旁观。","content":"<html><head></head><body><p>华尔街顶级券商伯恩斯坦(Bernstein)将英伟达股票评级从"跑赢大市"下调至"与大市同步",目标价从400美元腰斩至200美元。触发此次下调的,不是基本面恶化,而是一场席卷公司最高层、仍在持续发酵的管理层丑闻。</p>\n<p>目前,关于英伟达CEO黄仁勋的丑闻不断蔓延,公司董事会已宣布启动独立调查,《华尔街日报》更进一步报道称,公司正准备将其解职。伯恩斯坦分析师Stacy A. Rasgon在报告中直言:<strong>在新的指控面前,董事会几乎不可能让黄仁勋留任;即便是在位,持续曝光的风险同样不容忽视。</strong></p>\n<p>在此背景下,伯恩斯坦认为,<strong>尽管英伟达股价已跌至"近乎荒诞的低估"水平,但仍强烈建议投资者暂时袖手旁观。公司基本面完好,但不确定性尚未出清——负面消息的底部在哪里,目前无从判断。</strong></p>\n<div>\n<h2>丑闻持续发酵,董事会骑虎难下</h2>\n</div>\n<p>事件的引爆点,是上周末曝光的一篇媒体报道:黄仁勋与Alice Huang存在不正当关系。黄仁勋随即于周日公开承认了这段关系,英伟达董事会旋即宣布启动独立调查。</p>\n<p>然而,事态随后迅速升级。据最新报道,黄仁勋还与一名直接下属存在不当关系,据称当事人为公司医疗健康业务副总裁Kimberly Powell。目前英伟达正在筹备将其扫地出门。</p>\n<p>对此,伯恩斯坦判断:有些CEO因为远比这轻微的原因就被终止职务。<strong>在新的指控浮出水面之后,董事会继续保留黄仁勋的可能性极低;而如果董事会此时仍选择按兵不动,则意味着更多丑闻浮现只是时间问题,届时风险将进一步叠加。</strong></p>\n<div>\n<h2>基本面完好,但不确定性无法定价</h2>\n</div>\n<p>伯恩斯坦强调,此次评级下调并非源于对英伟达业务前景的悲观判断。<strong>从其最新预测来看,公司数据中心业务的成长轨迹依然陡峭</strong>——2026财年数据中心营收预计约3783亿美元,2027财年进一步攀升至6578亿美元,2028财年有望突破9182亿美元。整体营收预计将从2026财年的4069亿美元增长至2027财年的6903亿美元,年增速近70%。每股收益方面,伯恩斯坦预计2027/2028财年(FY28/29)平均非GAAP每股盈利为19.04美元,据此将目标价设定在200美元,对应约11倍的远期市盈率,大幅低于此前21倍的估值倍数。</p>\n<p>报告指出,在管理层过渡期间,公司的日常运营应不会受到显著干扰。然而,真正令分析师感到棘手的,是继任者问题。"内部提拔还是外部空降?他们能找到谁来接黄仁勋的班?"——这些问题目前均无答案,而任何答案的出现,都将为市场带来新的变量。</p>\n<div>\n<h2>"厨房里的蟑螂":负面消息或未见底</h2>\n</div>\n<p>伯恩斯坦在报告中用了一个颇为形象的比喻来阐述其核心逻辑:如果你在厨房里发现了两只蟑螂,最合理的推断绝不是整个厨房里只有两只蟑螂。</p>\n<p>基于这一判断,分析师认为,当前浮现的丑闻极可能只是冰山一角。<strong>未来可能接踵而至的,不仅包括更多内部指控,还有潜在的政府调查,以及由此引发的一系列业务层面的不确定性</strong>——包括英伟达此前在供应链上所作的大量战略性投资、各类兜底承诺和剩余担保的命运,均面临悬念。与此同时,部分竞争对手的股票近日已因相关消息面出现上涨,或将继续受益。</p>\n<p>Rasgon在报告中坦言,对于这一判断,他自己也"颇为纠结",完全能够理解逢低买入的逻辑。但他的直觉告诉他,这口井的深度还没有被完全探明。正因如此,伯恩斯坦选择暂时退出,从场外观望。</p>\n</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>伯恩斯坦:为什么现在绝对不能抄底英伟达?</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伯恩斯坦:为什么现在绝对不能抄底英伟达?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-11-12 19:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>华尔街顶级券商伯恩斯坦(Bernstein)将英伟达股票评级从"跑赢大市"下调至"与大市同步",目标价从400美元腰斩至200美元。触发此次下调的,不是基本面恶化,而是一场席卷公司最高层、仍在持续发酵的管理层丑闻。</p>\n<p>目前,关于英伟达CEO黄仁勋的丑闻不断蔓延,公司董事会已宣布启动独立调查,《华尔街日报》更进一步报道称,公司正准备将其解职。伯恩斯坦分析师Stacy A. Rasgon在报告中直言:<strong>在新的指控面前,董事会几乎不可能让黄仁勋留任;即便是在位,持续曝光的风险同样不容忽视。</strong></p>\n<p>在此背景下,伯恩斯坦认为,<strong>尽管英伟达股价已跌至"近乎荒诞的低估"水平,但仍强烈建议投资者暂时袖手旁观。公司基本面完好,但不确定性尚未出清——负面消息的底部在哪里,目前无从判断。</strong></p>\n<div>\n<h2>丑闻持续发酵,董事会骑虎难下</h2>\n</div>\n<p>事件的引爆点,是上周末曝光的一篇媒体报道:黄仁勋与Alice Huang存在不正当关系。黄仁勋随即于周日公开承认了这段关系,英伟达董事会旋即宣布启动独立调查。</p>\n<p>然而,事态随后迅速升级。据最新报道,黄仁勋还与一名直接下属存在不当关系,据称当事人为公司医疗健康业务副总裁Kimberly Powell。目前英伟达正在筹备将其扫地出门。</p>\n<p>对此,伯恩斯坦判断:有些CEO因为远比这轻微的原因就被终止职务。<strong>在新的指控浮出水面之后,董事会继续保留黄仁勋的可能性极低;而如果董事会此时仍选择按兵不动,则意味着更多丑闻浮现只是时间问题,届时风险将进一步叠加。</strong></p>\n<div>\n<h2>基本面完好,但不确定性无法定价</h2>\n</div>\n<p>伯恩斯坦强调,此次评级下调并非源于对英伟达业务前景的悲观判断。<strong>从其最新预测来看,公司数据中心业务的成长轨迹依然陡峭</strong>——2026财年数据中心营收预计约3783亿美元,2027财年进一步攀升至6578亿美元,2028财年有望突破9182亿美元。整体营收预计将从2026财年的4069亿美元增长至2027财年的6903亿美元,年增速近70%。每股收益方面,伯恩斯坦预计2027/2028财年(FY28/29)平均非GAAP每股盈利为19.04美元,据此将目标价设定在200美元,对应约11倍的远期市盈率,大幅低于此前21倍的估值倍数。</p>\n<p>报告指出,在管理层过渡期间,公司的日常运营应不会受到显著干扰。然而,真正令分析师感到棘手的,是继任者问题。"内部提拔还是外部空降?他们能找到谁来接黄仁勋的班?"——这些问题目前均无答案,而任何答案的出现,都将为市场带来新的变量。</p>\n<div>\n<h2>"厨房里的蟑螂":负面消息或未见底</h2>\n</div>\n<p>伯恩斯坦在报告中用了一个颇为形象的比喻来阐述其核心逻辑:如果你在厨房里发现了两只蟑螂,最合理的推断绝不是整个厨房里只有两只蟑螂。</p>\n<p>基于这一判断,分析师认为,当前浮现的丑闻极可能只是冰山一角。<strong>未来可能接踵而至的,不仅包括更多内部指控,还有潜在的政府调查,以及由此引发的一系列业务层面的不确定性</strong>——包括英伟达此前在供应链上所作的大量战略性投资、各类兜底承诺和剩余担保的命运,均面临悬念。与此同时,部分竞争对手的股票近日已因相关消息面出现上涨,或将继续受益。</p>\n<p>Rasgon在报告中坦言,对于这一判断,他自己也"颇为纠结",完全能够理解逢低买入的逻辑。但他的直觉告诉他,这口井的深度还没有被完全探明。正因如此,伯恩斯坦选择暂时退出,从场外观望。</p>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cde2e4fc86b629e1a7a7708ea53eb694","relate_stocks":{"LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","ILDR":"First Trust Innovation Leaders ETF","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","SOXX":"iShares费城交易所半导体ETF","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","SOXY":"YieldMax Target 12 Semiconductor Option Income ETF","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0048584097.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","HK0000819398.USD":"BLACKROCK PREMIER SYSTEMATIC GLOBAL EQUITY HIGH INCOME FUND A10 (USD)INC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0138981039.USD":"FIDELITY FUNDS SUSTAINABLE MULTI ASSET INCOME \"A\" INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","ESLG":"Eventide Large Cap Growth ETF","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","SHOC":"Strive U.S. Semiconductor ETF","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","CLSE":"Convergence Long/Short Equity ETF","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","USD":"ProShares Ultra Semiconductors","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","ESUM":"EVENTIDE US MARKET ETF","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","HK0000532082.HKD":"ALLIANZ SELECTION INCOME AND GROWTH \"AM\" (HKD) INC","CMAG":"Corgi Mag 7 ETF","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU0861579265.USD":"联博低波幅策略股票基金A","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU0109392836.USD":"富兰克林科技股A","SMH":"半导体指数ETF-HOLDRs","ABFL":"ABACUS FCF LEADERS ETF","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0143551892.USD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A\" (USD) ACC","LU2462591277.SGD":"TRP GLOBAL FOCUSED GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU2394011477.USD":"JPMORGAN CLIMATE CHANGE SOLUTIONS \"A\" (USD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU2954938101.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A8P\" (SGD) INC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU2999663052.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A4P\" (SGD) INC","SMHX":"VanEck Fabless Semiconductor ETF","LU0444971666.USD":"天利全球科技基金","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","FDTX":"Fidelity Disruptive Technology ETF","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU1400636657.SGD":"Allianz Europe Income and Growth Cl AMg DIS H2-SGD","LU2047632596.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A\" (USD) ACC","TTEQ":"T. Rowe Price Technology ETF","LU2100268510.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"AX\" (USD) INC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU3102509885.SGD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A8P\" (SGDHDG) INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU0251132253.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","TTXU":"Direxion Daily Technology Top 5 Bull 2X ETF","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","CNEQ":"Alger Concentrated Equity ETF","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","AGOX":"Adaptive Alpha Opportunities ETF","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU0882574139.USD":"富达环球消费行业基金A ACC","2NVD.UK":"2X NVIDIA ETP","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","FAI":"First Trust Bloomberg Artificial Intelligence ETF","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU2237443895.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU2637965513.SGD":"BGF GLOBAL ALLOCATION \"A10\" (SGDHDG) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","SG9999001424.SGD":"United E-Commerce Fund SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1261432733.SGD":"Fidelity World A-ACC-SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","BK4592":"伊斯兰概念","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","USXF":"iShares ESG Advanced MSCI USA ETF","ARTY":"ISHARES FUTURE AI & TECH ETF","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY \"A4\" (USD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","BK4585":"ETF&股票定投概念","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU0080751232.USD":"富达环球多元动力基金A","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","BK4587":"ChatGPT概念","AIFD":"TCW Artificial Intelligence ETF","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","IE000Q6AESB8.SGD":"PIMCO BALANCED INCOME AND GROWTH \"A\" (SGDHDG) INC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4588":"碎股","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4598":"佩洛西持仓","LU2087625088.SGD":"ALLSPRING US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0061474960.USD":"天利环球焦点基金AU Acc","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","SNPE":"Xtrackers S&P 500 Scored & Screened ETF","IE000F7OJYX1.SGD":"RQI GLOBAL \"I\" (SGDHDG) INC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","IE0000B7K699.USD":"RQI GLOBAL \"I\" (USD) INC","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1803068623.USD":"TEMPLETON GLOBAL CLIMATE CHANGE \"AH1\" (USDHDG) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","SPTE":"SP FUNDS S&P GLOBAL TECHNOLOGY ETF","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE000BZT7R73.USD":"RQI GLOBAL \"I\" (USD) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","TYLG":"GLOBAL X INFORMATION TECHNOLOGY COVERED CALL & GROWTH ETF","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","IE000MB6IJN5.SGD":"RQI GLOBAL \"I\" (SGD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU0395794307.EUR":"JPM GLOBAL INCOME (DIV) \"A\" (EUR) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","ANV":"GraniteShares Autocallable NVDA ETF","NULC":"Nuveen ESG Large-Cap ETF","AIPI":"REX AI EQUITY PREMIUM INCOME ETF","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU2102340556.USD":"AZ ALLOCATION - RISK PARITY FACTOR \"A\" (USD) ACC","BK4605":"半导体精选","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU0082616367.USD":"摩根大通美国科技A(dist)","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","BK4608":"AI应用概念股","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","SG9999002232.USD":"Allianz Global High Payout USD","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","IE000WAW04H5.SGD":"RQI GLOBAL \"I\" (SGD) INC A","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","IE000SO60NU8.SGD":"RQI GLOBAL \"I\" (SGDHDG) ACC A","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","SG9999002224.SGD":"Allianz Global High Payout SGD","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU0079474960.USD":"联博美国增长基金A","LU1400636491.USD":"Allianz Europe Income and Growth Cl AMg DIS H2-USD","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","HK0000304805.HKD":"PICTET 战略收益基金 P类港元","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","BK4612":"AI芯片","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4614":"Manus概念股","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","NVC":"Corgi NVDA 2x Daily ETF","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","NVD":"2倍做空NVDA ETF-GraniteShares","SGXZ80539844.SGD":"ALLIANZ GLOBAL HIGH PAYOUT \"AMI\" (H2-SGD) INC","SOXQ":"Invesco PHLX Semiconductor ETF","NVDB":"ProShares Ultra NVDA ETF","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","NVDD":"1倍做空NVDA ETF-Direxion","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","BK4532":"文艺复兴科技持仓","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU1979441026.SGD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"A\" (SGDHDG) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","NVDG":"2倍做多NVDA ETF- Leverage Shares","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU0072462426.USD":"贝莱德全球配置 A2","NVDL":"2倍做多NVDA ETF-GraniteShares","SGXZ44715902.SGD":"MAYBANK GLOBAL SHARIAH MULTI-ASSETS-I FUND \"A\" (SGDHDG) INC A","09788":"南方两倍做多英伟达-U","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","NVDQ":"2倍做空NVDA ETF-T-Rex","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","NVDS":"1.5倍做空NVDA ETF-Tradr","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","NVDU":"2倍做多NVDA ETF-Direxion","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU1202635105.USD":"ALLIANZ EUROPE INCOME AND GROWTH \"AM\" (USDHDG) INC","NVDW":"NVDA周配息ETF-Roundhill","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","NVDX":"2倍做多NVDA ETF-T-Rex","NVDY":"NVDA期权收益策略ETF-YieldMax","LU1144417596.USD":"UBS (LUX) GLOBAL QUALITY DIVIDEND EQUITY \"Q\" (USD) INC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","NVII":"Rex NVDA Growth & Income ETF","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU1935043452.HKD":"宏利环球多元资产收益 \"AA\" 基金(港元)派息","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","VGT":"信息技术ETF-Vanguard","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","SNVD.UK":"LS -1X NVIDIA","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU0898699433.AUD":"JPM GLOBAL INCOME \"A\" (AUDHDG) INC (M)","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","METV":"Roundhill Ball Metaverse ETF","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","NVYY":"GraniteShares YieldBOOST NVDA ETF","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","XLK":"高科技指数ETF-SPDR","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","3NVD.UK":"LS 3X NVIDIA","BK4567":"ESG概念","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","BK4503":"景林资产持仓","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","VT":"世界全股市ETF-Vanguard","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","ROM":"ProShares Ultra Technology","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","EFIV":"SPDR S&P 500 ESG ETF","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","TRFK":"PACER DATA AND DIGITAL REVOLUTION ETF","GAMR":"Amplify Video Game Leaders ETF","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0323239441.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AC\" ACC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","TEK":"iShares Technology Opportunities Active ETF","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","FTEC":"Fidelity MSCI Information Techno","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1400636574.HKD":"ALLIANZ EUROPE INCOME AND GROWTH \"AMG\" (HKDHDG) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0557290698.USD":"施罗德环球可持续增长基金","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","WISE":"THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF","BK4543":"AI","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0323240290.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AD\" INC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","JGRO":"Jpmorgan Active Growth ETF","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4549":"软银资本持仓","SG9999014559.SGD":"United Income Focus Trust Dis SGD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4548":"巴美列捷福持仓","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2237443465.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","BK4554":"元宇宙及AR概念","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","07388":"南方两倍做空英伟达","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","DIPS":"做空NVDA期权收益策略ETF-YieldMax","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","IXN":"iShares Trust S&P Global Informa","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","CHPX":"Global X AI Semiconductor & Quantum ETF","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1670756490.USD":"ALLIANZ EUROPE INCOME AND GROWTH \"AT\" (USDHDG) ACC","BK4550":"红杉资本持仓","NVD2.UK":"2X NVIDIA ETP","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","NVD3.UK":"LS 3X NVIDIA","BK4551":"寇图资本持仓","NVDS.UK":"LS -1X NVIDIA","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU2279689827.SGD":"JPMorgan Investment Funds - Global Income Sustainable A (mth) SGD-H","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","BK4529":"IDC概念","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","07788":"南方两倍做多英伟达","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","BK4527":"明星科技股","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LFGY":"YieldMax Crypto Industry and Tech Portfolio Option Income ETF","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU1645745479.HKD":"ALLIANZ EUROPE INCOME AND GROWTH \"AM\" (HKDHDG) INC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","THMR":"THOR AdaptiveRisk Dynamic ETF","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","IETC":"iShares U.S. Tech Independence Focused ETF","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","NVDA":"英伟达","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","09388":"南方两倍做空英伟达-U","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","BK4579":"人工智能","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC"},"source_url":"https://wallstreetcn.com/articles/3785817","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2682560438","content_text":"华尔街顶级券商伯恩斯坦(Bernstein)将英伟达股票评级从\"跑赢大市\"下调至\"与大市同步\",目标价从400美元腰斩至200美元。触发此次下调的,不是基本面恶化,而是一场席卷公司最高层、仍在持续发酵的管理层丑闻。\n目前,关于英伟达CEO黄仁勋的丑闻不断蔓延,公司董事会已宣布启动独立调查,《华尔街日报》更进一步报道称,公司正准备将其解职。伯恩斯坦分析师Stacy A. Rasgon在报告中直言:在新的指控面前,董事会几乎不可能让黄仁勋留任;即便是在位,持续曝光的风险同样不容忽视。\n在此背景下,伯恩斯坦认为,尽管英伟达股价已跌至\"近乎荒诞的低估\"水平,但仍强烈建议投资者暂时袖手旁观。公司基本面完好,但不确定性尚未出清——负面消息的底部在哪里,目前无从判断。\n\n丑闻持续发酵,董事会骑虎难下\n\n事件的引爆点,是上周末曝光的一篇媒体报道:黄仁勋与Alice Huang存在不正当关系。黄仁勋随即于周日公开承认了这段关系,英伟达董事会旋即宣布启动独立调查。\n然而,事态随后迅速升级。据最新报道,黄仁勋还与一名直接下属存在不当关系,据称当事人为公司医疗健康业务副总裁Kimberly Powell。目前英伟达正在筹备将其扫地出门。\n对此,伯恩斯坦判断:有些CEO因为远比这轻微的原因就被终止职务。在新的指控浮出水面之后,董事会继续保留黄仁勋的可能性极低;而如果董事会此时仍选择按兵不动,则意味着更多丑闻浮现只是时间问题,届时风险将进一步叠加。\n\n基本面完好,但不确定性无法定价\n\n伯恩斯坦强调,此次评级下调并非源于对英伟达业务前景的悲观判断。从其最新预测来看,公司数据中心业务的成长轨迹依然陡峭——2026财年数据中心营收预计约3783亿美元,2027财年进一步攀升至6578亿美元,2028财年有望突破9182亿美元。整体营收预计将从2026财年的4069亿美元增长至2027财年的6903亿美元,年增速近70%。每股收益方面,伯恩斯坦预计2027/2028财年(FY28/29)平均非GAAP每股盈利为19.04美元,据此将目标价设定在200美元,对应约11倍的远期市盈率,大幅低于此前21倍的估值倍数。\n报告指出,在管理层过渡期间,公司的日常运营应不会受到显著干扰。然而,真正令分析师感到棘手的,是继任者问题。\"内部提拔还是外部空降?他们能找到谁来接黄仁勋的班?\"——这些问题目前均无答案,而任何答案的出现,都将为市场带来新的变量。\n\n\"厨房里的蟑螂\":负面消息或未见底\n\n伯恩斯坦在报告中用了一个颇为形象的比喻来阐述其核心逻辑:如果你在厨房里发现了两只蟑螂,最合理的推断绝不是整个厨房里只有两只蟑螂。\n基于这一判断,分析师认为,当前浮现的丑闻极可能只是冰山一角。未来可能接踵而至的,不仅包括更多内部指控,还有潜在的政府调查,以及由此引发的一系列业务层面的不确定性——包括英伟达此前在供应链上所作的大量战略性投资、各类兜底承诺和剩余担保的命运,均面临悬念。与此同时,部分竞争对手的股票近日已因相关消息面出现上涨,或将继续受益。\nRasgon在报告中坦言,对于这一判断,他自己也\"颇为纠结\",完全能够理解逢低买入的逻辑。但他的直觉告诉他,这口井的深度还没有被完全探明。正因如此,伯恩斯坦选择暂时退出,从场外观望。","news_type":1,"symbols_score_info":{"NVDS.UK":0.6,"GAMR":0.6,"NVDY":0.6,"NVDD":0.6,"TTXU":0.6,"NVYY":0.6,"TTEQ":0.6,"VGT":0.6,"SHOC":0.6,"ARTY":0.6,"CHAT":0.6,"ILDR":0.6,"AIPI":0.6,"TYLG":0.6,"07388":0.6,"SNPE":0.6,"3NVD.UK":0.6,"USD":0.6,"DIPS":0.6,"ESLG":0.6,"CLSE":0.6,"SOXQ":0.6,"NVII":0.6,"LFGY":0.6,"CNEQ":0.6,"NVDL":0.6,"VT":0.6,"09388":0.6,"NVDB":0.6,"AGOX":0.6,"FTEC":0.6,"NVD2.UK":0.6,"NVDU":0.6,"THMR":0.6,"SNVDAmain":0.6,"NVDA":1.98,"NVC":0.6,"IXN":0.6,"NVDQ":0.6,"NVDW":0.6,"SMHX":0.6,"TRFK":0.6,"CMAG":0.6,"SOXY":0.6,"SPTE":0.6,"SMH":0.6,"JGRO":0.6,"FAI":0.6,"METV":0.6,"SNVD.UK":0.6,"IETC":0.6,"CHPX":0.6,"ABFL":0.6,"ANV":0.6,"07788":0.6,"ROM":0.6,"AIFD":0.6,"EFIV":0.6,"FDTX":0.6,"2NVD.UK":0.6,"NULC":0.6,"NVDX":0.6,"SOXX":0.6,"NVDG":0.6,"NVD":0.6,"TEK":0.6,"09788":0.6,"XLK":0.6,"NVDO":0.6,"WISE":0.6,"ESUM":0.6,"NVDS":0.6,"NVD3.UK":0.6,"USXF":0.6}},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628578587772120,"gmtCreate":1794491382581,"gmtModify":1794491917750,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437638669595671","authorIdStr":"3437638669595671"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 民主党这么玩儿是完全不把国家利益放在首位啊,美国人民怎么老选奇葩上位呢, 之前是川子 ,觉得不靠谱,看到民主党一上来干的这些事,瞬间觉得川子靠谱多了[惊讶] ","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 民主党这么玩儿是完全不把国家利益放在首位啊,美国人民怎么老选奇葩上位呢, 之前是川子 ,觉得不靠谱,看到民主党一上来干的这些事,瞬间觉得川子靠谱多了[惊讶] ","text":"$英伟达(NVDA)$ 民主党这么玩儿是完全不把国家利益放在首位啊,美国人民怎么老选奇葩上位呢, 之前是川子 ,觉得不靠谱,看到民主党一上来干的这些事,瞬间觉得川子靠谱多了[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628578587772120","isVote":1,"tweetType":1,"viewCount":3000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628439615030504,"gmtCreate":1794457458291,"gmtModify":1794457460347,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437638669595671","authorIdStr":"3437638669595671"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 老黄啊,还有多少啊,一次性自爆完了拉倒了,股价直接到底全干进去[无语] ","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 老黄啊,还有多少啊,一次性自爆完了拉倒了,股价直接到底全干进去[无语] ","text":"$英伟达(NVDA)$ 老黄啊,还有多少啊,一次性自爆完了拉倒了,股价直接到底全干进去[无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628439615030504","isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628231287529936,"gmtCreate":1794406586394,"gmtModify":1794406588425,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437638669595671","authorIdStr":"3437638669595671"},"themes":[],"title":"","htmlText":"还营造,本来就是,但是总得配合着总得干点啥,不然不给蓝党面子啊","listText":"还营造,本来就是,但是总得配合着总得干点啥,不然不给蓝党面子啊","text":"还营造,本来就是,但是总得配合着总得干点啥,不然不给蓝党面子啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628231287529936","repostId":"1153088285","repostType":2,"repost":{"id":"1153088285","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":1794354443,"share":"https://www.laohunote.com/m/news/1153088285?lang=zh_CN&edition=full","pubTime":"2026-11-11 07:47","market":"us","language":"zh","title":"英伟达黄仁勋在婚外情曝光后重返办公室举行例行晨会,营造“一切照常”的工作氛围","url":"https://stock-news.laohu8.com/highlight/detail?id=1153088285","media":"老虎资讯综合","summary":"核心要点据知情人士向媒体透露,在承认婚外情的第二天,英伟达首席执行官黄仁勋照常与公司高层管理人员举行了例行晨会。英伟达董事会正在调查黄仁勋与Alice Huang的关系。周二,黄仁勋也继续到办公室工作并主持会议。这家人工智能芯片巨头的内部人士表示,尽管针对黄仁勋婚外情事件的调查仍在推进,但他试图营造一种“一切照常”的工作氛围。英伟达员工描述公司目前的氛围时,使用了“悲伤”一词。","content":"<html><head></head><body><h2 style=\"text-align: left;\">核心要点</h2><ul><li><p style=\"text-align: left;\">据知情人士向媒体透露,在承认婚外情的第二天,英伟达首席执行官黄仁勋照常与公司高层管理人员举行了例行晨会。</p></li><li><p style=\"text-align: left;\">公司内部员工形容这家芯片巨头目前的氛围是“悲伤的”。</p></li><li><p style=\"text-align: left;\">英伟达董事会正在调查黄仁勋与Alice Huang的关系。</p></li></ul><p style=\"text-align: left;\">英伟达(Nvidia)首席执行官黄仁勋周一走进位于美国加利福尼亚州圣克拉拉市的公司总部,并与公司高层管理人员举行了例行晨会。</p><p style=\"text-align: left;\">此前一天,也就是周日,黄仁勋已经向公司员工披露了自己有婚外情的事实。</p><p style=\"text-align: left;\">据知情人士透露,黄仁勋在这场闭门会议开始时,首先谈到了自己的不忠行为,并向员工表达了深深的歉意。这些知情人士要求匿名,因为他们没有获得公开发言的授权。</p><p style=\"text-align: left;\">他们表示,黄仁勋没有接受任何提问,而是很快将话题转向业务以及当天的主要议程事项。</p><p style=\"text-align: left;\">周二,黄仁勋也继续到办公室工作并主持会议。此时,距离公司公布季度财报仅剩一周时间。</p><p style=\"text-align: left;\">这家人工智能芯片巨头的内部人士表示,尽管针对黄仁勋婚外情事件的调查仍在推进,但他试图营造一种“一切照常”的工作氛围。</p><p style=\"text-align: left;\">据《金融时报》报道,黄仁勋与前 Megaspeed 公司高管艾丽丝·黄(Alice Huang)存在恋爱关系。</p><p style=\"text-align: left;\">周日,现年63岁的黄仁勋通过一封发给员工的电子邮件承认自己有婚外情,但没有透露与他发生这段关系的女性是谁。此后,公司内部对黄仁勋的看法发生了变化。</p><p style=\"text-align: left;\">黄仁勋在邮件中写道:</p><p style=\"text-align: left;\">“我知道,道歉无法挽回我所做的一切。我希望我们的家庭能够得到修复,并且随着时间的推移,我能够重新赢得你们的信任。”</p><p style=\"text-align: left;\">英伟达董事会已经启动调查,并于周二聘请了律师事务所 Wachtell, Lipton, Rosen & Katz 负责开展此次调查。</p><p style=\"text-align: left;\">英伟达员工描述公司目前的氛围时,使用了“悲伤”一词。</p><p style=\"text-align: left;\">黄仁勋于1993年共同创立英伟达,最初的目标是开发用于电子游戏图形处理的图形处理器(GPU)。</p><p style=\"text-align: left;\">近年来,英伟达已经成为人工智能热潮的代名词,为支撑大型语言模型以及大规模数据中心建设的相关技术提供核心算力支持。</p><p style=\"text-align: left;\">作为人工智能各个技术层面发展的核心人物,黄仁勋不仅在行业内拥有重要影响力,同时也是华盛顿政界的重要声音。</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>英伟达黄仁勋在婚外情曝光后重返办公室举行例行晨会,营造“一切照常”的工作氛围</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英伟达黄仁勋在婚外情曝光后重返办公室举行例行晨会,营造“一切照常”的工作氛围\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\">2026-11-11 07:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 style=\"text-align: left;\">核心要点</h2><ul><li><p style=\"text-align: left;\">据知情人士向媒体透露,在承认婚外情的第二天,英伟达首席执行官黄仁勋照常与公司高层管理人员举行了例行晨会。</p></li><li><p style=\"text-align: left;\">公司内部员工形容这家芯片巨头目前的氛围是“悲伤的”。</p></li><li><p style=\"text-align: left;\">英伟达董事会正在调查黄仁勋与Alice Huang的关系。</p></li></ul><p style=\"text-align: left;\">英伟达(Nvidia)首席执行官黄仁勋周一走进位于美国加利福尼亚州圣克拉拉市的公司总部,并与公司高层管理人员举行了例行晨会。</p><p style=\"text-align: left;\">此前一天,也就是周日,黄仁勋已经向公司员工披露了自己有婚外情的事实。</p><p style=\"text-align: left;\">据知情人士透露,黄仁勋在这场闭门会议开始时,首先谈到了自己的不忠行为,并向员工表达了深深的歉意。这些知情人士要求匿名,因为他们没有获得公开发言的授权。</p><p style=\"text-align: left;\">他们表示,黄仁勋没有接受任何提问,而是很快将话题转向业务以及当天的主要议程事项。</p><p style=\"text-align: left;\">周二,黄仁勋也继续到办公室工作并主持会议。此时,距离公司公布季度财报仅剩一周时间。</p><p style=\"text-align: left;\">这家人工智能芯片巨头的内部人士表示,尽管针对黄仁勋婚外情事件的调查仍在推进,但他试图营造一种“一切照常”的工作氛围。</p><p style=\"text-align: left;\">据《金融时报》报道,黄仁勋与前 Megaspeed 公司高管艾丽丝·黄(Alice Huang)存在恋爱关系。</p><p style=\"text-align: left;\">周日,现年63岁的黄仁勋通过一封发给员工的电子邮件承认自己有婚外情,但没有透露与他发生这段关系的女性是谁。此后,公司内部对黄仁勋的看法发生了变化。</p><p style=\"text-align: left;\">黄仁勋在邮件中写道:</p><p style=\"text-align: left;\">“我知道,道歉无法挽回我所做的一切。我希望我们的家庭能够得到修复,并且随着时间的推移,我能够重新赢得你们的信任。”</p><p style=\"text-align: left;\">英伟达董事会已经启动调查,并于周二聘请了律师事务所 Wachtell, Lipton, Rosen & Katz 负责开展此次调查。</p><p style=\"text-align: left;\">英伟达员工描述公司目前的氛围时,使用了“悲伤”一词。</p><p style=\"text-align: left;\">黄仁勋于1993年共同创立英伟达,最初的目标是开发用于电子游戏图形处理的图形处理器(GPU)。</p><p style=\"text-align: left;\">近年来,英伟达已经成为人工智能热潮的代名词,为支撑大型语言模型以及大规模数据中心建设的相关技术提供核心算力支持。</p><p style=\"text-align: left;\">作为人工智能各个技术层面发展的核心人物,黄仁勋不仅在行业内拥有重要影响力,同时也是华盛顿政界的重要声音。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/28fcd063f1c6e79ad6f9c3229efb10ae","relate_stocks":{"07788":"南方两倍做多英伟达","NVC":"Corgi NVDA 2x Daily ETF","NVDY":"NVDA期权收益策略ETF-YieldMax","NVD":"2倍做空NVDA ETF-GraniteShares","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","NVDD":"1倍做空NVDA ETF-Direxion","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVDX":"2倍做多NVDA ETF-T-Rex","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDQ":"2倍做空NVDA ETF-T-Rex","DIPS":"做空NVDA期权收益策略ETF-YieldMax","07388":"南方两倍做空英伟达","NVDS":"1.5倍做空NVDA ETF-Tradr","NVDU":"2倍做多NVDA ETF-Direxion","NVDA":"英伟达","NVDW":"NVDA周配息ETF-Roundhill","ANV":"GraniteShares Autocallable NVDA ETF","NVDO":"2倍上限加速NVDA ETF-Leverage Shares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153088285","content_text":"核心要点据知情人士向媒体透露,在承认婚外情的第二天,英伟达首席执行官黄仁勋照常与公司高层管理人员举行了例行晨会。公司内部员工形容这家芯片巨头目前的氛围是“悲伤的”。英伟达董事会正在调查黄仁勋与Alice Huang的关系。英伟达(Nvidia)首席执行官黄仁勋周一走进位于美国加利福尼亚州圣克拉拉市的公司总部,并与公司高层管理人员举行了例行晨会。此前一天,也就是周日,黄仁勋已经向公司员工披露了自己有婚外情的事实。据知情人士透露,黄仁勋在这场闭门会议开始时,首先谈到了自己的不忠行为,并向员工表达了深深的歉意。这些知情人士要求匿名,因为他们没有获得公开发言的授权。他们表示,黄仁勋没有接受任何提问,而是很快将话题转向业务以及当天的主要议程事项。周二,黄仁勋也继续到办公室工作并主持会议。此时,距离公司公布季度财报仅剩一周时间。这家人工智能芯片巨头的内部人士表示,尽管针对黄仁勋婚外情事件的调查仍在推进,但他试图营造一种“一切照常”的工作氛围。据《金融时报》报道,黄仁勋与前 Megaspeed 公司高管艾丽丝·黄(Alice Huang)存在恋爱关系。周日,现年63岁的黄仁勋通过一封发给员工的电子邮件承认自己有婚外情,但没有透露与他发生这段关系的女性是谁。此后,公司内部对黄仁勋的看法发生了变化。黄仁勋在邮件中写道:“我知道,道歉无法挽回我所做的一切。我希望我们的家庭能够得到修复,并且随着时间的推移,我能够重新赢得你们的信任。”英伟达董事会已经启动调查,并于周二聘请了律师事务所 Wachtell, Lipton, Rosen & Katz 负责开展此次调查。英伟达员工描述公司目前的氛围时,使用了“悲伤”一词。黄仁勋于1993年共同创立英伟达,最初的目标是开发用于电子游戏图形处理的图形处理器(GPU)。近年来,英伟达已经成为人工智能热潮的代名词,为支撑大型语言模型以及大规模数据中心建设的相关技术提供核心算力支持。作为人工智能各个技术层面发展的核心人物,黄仁勋不仅在行业内拥有重要影响力,同时也是华盛顿政界的重要声音。","news_type":1,"symbols_score_info":{"NVDX":0.6,"07788":0.6,"NVDQ":0.6,"NVDA":2,"NVII":0.6,"DIPS":0.6,"NVDL":0.6,"NVDY":0.6,"NVYY":0.6,"NVDD":0.6,"NVDW":0.6,"NVD":0.6,"07388":0.6,"NVDB":0.6,"NVC":0.6,"ANV":0.6,"NVDO":0.6,"NVDU":0.6,"NVDG":0.6,"NVDS":0.6}},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628170552529128,"gmtCreate":1794390709307,"gmtModify":1794390711373,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437638669595671","authorIdStr":"3437638669595671"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 怎么老感觉你是跟着大a走呢","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 怎么老感觉你是跟着大a走呢","text":"$闪迪(SNDK)$ 怎么老感觉你是跟着大a走呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/628170552529128","isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626574881112160,"gmtCreate":1793987512024,"gmtModify":1793987514876,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437638669595671","authorIdStr":"3437638669595671"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 这轮资金轮动的背后,其实是市场在重新定价「确定性」——当AI的盈利兑现仍需时间,能立刻交出真金白银的现金奶牛,自然成了资金的新宠。 这段话说的很中肯,没有一味跟风唱空ai, 唱多老登,变革才刚开始,后面还有很长的路要走","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 这轮资金轮动的背后,其实是市场在重新定价「确定性」——当AI的盈利兑现仍需时间,能立刻交出真金白银的现金奶牛,自然成了资金的新宠。 这段话说的很中肯,没有一味跟风唱空ai, 唱多老登,变革才刚开始,后面还有很长的路要走","text":"$闪迪(SNDK)$ 这轮资金轮动的背后,其实是市场在重新定价「确定性」——当AI的盈利兑现仍需时间,能立刻交出真金白银的现金奶牛,自然成了资金的新宠。 这段话说的很中肯,没有一味跟风唱空ai, 唱多老登,变革才刚开始,后面还有很长的路要走","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626574881112160","isVote":1,"tweetType":1,"viewCount":4962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626568935580040,"gmtCreate":1793986067812,"gmtModify":1793986216527,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437638669595671","authorIdStr":"3437638669595671"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a><v-v data-views=\"1\"></v-v> 今天fly太牛逼了","listText":"<a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a><v-v data-views=\"1\"></v-v> 今天fly太牛逼了","text":"$Rocket Lab USA, Inc.(RKLB)$ 今天fly太牛逼了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626568935580040","isVote":1,"tweetType":1,"viewCount":571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}