社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
会飞的小虎
IP属地：上海
+关注
帖子 · 31
帖子 · 31
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
会飞的小虎
会飞的小虎
·
10-12
他信奉“少盯盘、少操作＝多赚钱”，坚信耐心与学习才是市场中最宝贵的财富。 我就是频繁操作，账户亏的很快，觉也没睡好，患得患失。
看
569
回复
评论
点赞
1
编组 21备份 2
分享
举报
会飞的小虎
会飞的小虎
·
10-01
还有宁德时代，新能源电池的绝对王者！
看
239
回复
评论
点赞
1
编组 21备份 2
分享
举报
会飞的小虎
会飞的小虎
·
10-01
老铺黄金，泡泡玛特，代表着消费新时尚，都有收藏价值，超越LV，香奈儿等一众欧美品牌，希望这样的品牌越来越多！
看
1,208
回复
评论
点赞
1
编组 21备份 2
分享
举报
会飞的小虎
会飞的小虎
·
09-24
白天港股中芯国际，晚上阿里巴巴，今天是开心的一天
看
355
回复
评论
点赞
2
编组 21备份 2
分享
举报
会飞的小虎
会飞的小虎
·
09-24
$BABA 20250926 170.0 CALL$
终于抓住一个阿里巴巴
看
6,323
回复
评论
点赞
6
编组 21备份 2
分享
举报
会飞的小虎
会飞的小虎
·
09-23
$ORCL 20250926 305.0 CALL$
我发现自己属于完美错过型的[开心] 赚了差不多五百刀，12.7走了，1300刀从手边溜了，然后脑子短路也不知道再买或者其他策略。逮着opendoor put薅了一百多刀羊毛，“啃”苹果 时倒想起来移仓了。请问各位高手，哪里可以提前知道消息呢？我完全是被动的。
看
1,507
回复
评论
点赞
1
编组 21备份 2
分享
举报
会飞的小虎
会飞的小虎
·
09-12
$TSLA 20250912 347.5 CALL$
$腾讯 20250912 620 CALL$ 为什么选对了，却出手早了？心态问题比交易标的选择更重要
看
1,201
回复
2
点赞
1
编组 21备份 2
分享
举报
会飞的小虎
会飞的小虎
·
09-03
干不干掉没关系，高兴的是英伟达股价跌倒老黄来我国公布放开H20消息之前。而我期权正好做的是空，收割了一小波。市场会奖励你的认知。
看
814
回复
评论
点赞
1
编组 21备份 2
分享
举报
会飞的小虎
会飞的小虎
·
08-28
华尔街就自以为是下去吧，结果只会落得和美国军队一样被狠狠打脸。
无视市场担忧，华尔街大行坚定上调英伟达目标价
最高达235美元。
无视市场担忧，华尔街大行坚定上调英伟达目标价
看
390
回复
评论
点赞
1
编组 21备份 2
分享
举报
会飞的小虎
会飞的小虎
·
08-22
$TCH.HK 20250822 590.00 CALL$
昨天0822 600call卖掉了，卖早了。今天只有590call了。
看
618
回复
评论
点赞
1
编组 21备份 2
分享
举报
加载更多
暂无粉丝
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3459796853936675","uuid":"3459796853936675","gmtCreate":1496702834009,"gmtModify":1605873948708,"name":"会飞的小虎","pinyin":"hfdxhhuifeidexiaohu","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/3f85eb66ee2a5384906dc7528472d7a4","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":20,"headSize":130,"tweetSize":31,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":5,"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,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.12","exceedPercentage":"93.11%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"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,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"60.88%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"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,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.11.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.05","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"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,"redirectLink":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":1102},{"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,"redirectLink":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}],"userBadgeCount":6,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":6,"crmLevelSwitch":0,"location":"上海","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":5,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":488323285549312,"gmtCreate":1760246700770,"gmtModify":1760246703712,"author":{"id":"3459796853936675","authorId":"3459796853936675","name":"会飞的小虎","avatar":"https://static.tigerbbs.com/3f85eb66ee2a5384906dc7528472d7a4","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459796853936675","authorIdStr":"3459796853936675"},"themes":[],"htmlText":"他信奉“少盯盘、少操作＝多赚钱”，坚信耐心与学习才是市场中最宝贵的财富。 我就是频繁操作，账户亏的很快，觉也没睡好，患得患失。","listText":"他信奉“少盯盘、少操作＝多赚钱”，坚信耐心与学习才是市场中最宝贵的财富。 我就是频繁操作，账户亏的很快，觉也没睡好，患得患失。","text":"他信奉“少盯盘、少操作＝多赚钱”，坚信耐心与学习才是市场中最宝贵的财富。 我就是频繁操作，账户亏的很快，觉也没睡好，患得患失。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/488323285549312","isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484565628047360,"gmtCreate":1759331346998,"gmtModify":1759331351925,"author":{"id":"3459796853936675","authorId":"3459796853936675","name":"会飞的小虎","avatar":"https://static.tigerbbs.com/3f85eb66ee2a5384906dc7528472d7a4","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459796853936675","authorIdStr":"3459796853936675"},"themes":[],"htmlText":"还有宁德时代，新能源电池的绝对王者！","listText":"还有宁德时代，新能源电池的绝对王者！","text":"还有宁德时代，新能源电池的绝对王者！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484565628047360","isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484563159954288,"gmtCreate":1759330446960,"gmtModify":1759330449676,"author":{"id":"3459796853936675","authorId":"3459796853936675","name":"会飞的小虎","avatar":"https://static.tigerbbs.com/3f85eb66ee2a5384906dc7528472d7a4","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459796853936675","authorIdStr":"3459796853936675"},"themes":[],"htmlText":"老铺黄金，泡泡玛特，代表着消费新时尚，都有收藏价值，超越LV，香奈儿等一众欧美品牌，希望这样的品牌越来越多！","listText":"老铺黄金，泡泡玛特，代表着消费新时尚，都有收藏价值，超越LV，香奈儿等一众欧美品牌，希望这样的品牌越来越多！","text":"老铺黄金，泡泡玛特，代表着消费新时尚，都有收藏价值，超越LV，香奈儿等一众欧美品牌，希望这样的品牌越来越多！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484563159954288","isVote":1,"tweetType":1,"viewCount":1208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482089256923216,"gmtCreate":1758726032496,"gmtModify":1758726034966,"author":{"id":"3459796853936675","authorId":"3459796853936675","name":"会飞的小虎","avatar":"https://static.tigerbbs.com/3f85eb66ee2a5384906dc7528472d7a4","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459796853936675","authorIdStr":"3459796853936675"},"themes":[],"htmlText":"白天港股中芯国际，晚上阿里巴巴，今天是开心的一天","listText":"白天港股中芯国际，晚上阿里巴巴，今天是开心的一天","text":"白天港股中芯国际，晚上阿里巴巴，今天是开心的一天","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482089256923216","isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482082096259368,"gmtCreate":1758724685503,"gmtModify":1758760353045,"author":{"id":"3459796853936675","authorId":"3459796853936675","name":"会飞的小虎","avatar":"https://static.tigerbbs.com/3f85eb66ee2a5384906dc7528472d7a4","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459796853936675","authorIdStr":"3459796853936675"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/BABA 20250926 170.0 CALL\">$BABA 20250926 170.0 CALL$ </a> 终于抓住一个阿里巴巴","listText":"<a href=\"https://laohu8.com/OPT/BABA 20250926 170.0 CALL\">$BABA 20250926 170.0 CALL$ </a> 终于抓住一个阿里巴巴","text":"$BABA 20250926 170.0 CALL$ 终于抓住一个阿里巴巴","images":[{"img":"https://static.tigerbbs.com/16fc21c765d91614a34e78643cc19853","width":"984","height":"1822"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482082096259368","isVote":1,"tweetType":1,"viewCount":6323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":481642875581248,"gmtCreate":1758612282896,"gmtModify":1758612286439,"author":{"id":"3459796853936675","authorId":"3459796853936675","name":"会飞的小虎","avatar":"https://static.tigerbbs.com/3f85eb66ee2a5384906dc7528472d7a4","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459796853936675","authorIdStr":"3459796853936675"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/ORCL 20250926 305.0 CALL\">$ORCL 20250926 305.0 CALL$ </a> 我发现自己属于完美错过型的[开心] 赚了差不多五百刀，12.7走了，1300刀从手边溜了，然后脑子短路也不知道再买或者其他策略。逮着opendoor put薅了一百多刀羊毛，“啃”苹果 时倒想起来移仓了。请问各位高手，哪里可以提前知道消息呢？我完全是被动的。","listText":"<a href=\"https://laohu8.com/OPT/ORCL 20250926 305.0 CALL\">$ORCL 20250926 305.0 CALL$ </a> 我发现自己属于完美错过型的[开心] 赚了差不多五百刀，12.7走了，1300刀从手边溜了，然后脑子短路也不知道再买或者其他策略。逮着opendoor put薅了一百多刀羊毛，“啃”苹果 时倒想起来移仓了。请问各位高手，哪里可以提前知道消息呢？我完全是被动的。","text":"$ORCL 20250926 305.0 CALL$ 我发现自己属于完美错过型的[开心] 赚了差不多五百刀，12.7走了，1300刀从手边溜了，然后脑子短路也不知道再买或者其他策略。逮着opendoor put薅了一百多刀羊毛，“啃”苹果 时倒想起来移仓了。请问各位高手，哪里可以提前知道消息呢？我完全是被动的。","images":[{"img":"https://static.tigerbbs.com/7c25b8a7e769ce3656b60c0ddd6aa02a","width":"1200","height":"2721"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481642875581248","isVote":1,"tweetType":1,"viewCount":1507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":477763399115600,"gmtCreate":1757651247420,"gmtModify":1757652817109,"author":{"id":"3459796853936675","authorId":"3459796853936675","name":"会飞的小虎","avatar":"https://static.tigerbbs.com/3f85eb66ee2a5384906dc7528472d7a4","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459796853936675","authorIdStr":"3459796853936675"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/TSLA 20250912 347.5 CALL\">$TSLA 20250912 347.5 CALL$ </a> $腾讯 20250912 620 CALL$ 为什么选对了，却出手早了？心态问题比交易标的选择更重要","listText":"<a href=\"https://laohu8.com/OPT/TSLA 20250912 347.5 CALL\">$TSLA 20250912 347.5 CALL$ </a> $腾讯 20250912 620 CALL$ 为什么选对了，却出手早了？心态问题比交易标的选择更重要","text":"$TSLA 20250912 347.5 CALL$ $腾讯 20250912 620 CALL$ 为什么选对了，却出手早了？心态问题比交易标的选择更重要","images":[{"img":"https://static.tigerbbs.com/0d4f434bace96e190f9e68d864a403ee","width":"1200","height":"2721"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/477763399115600","isVote":1,"tweetType":1,"viewCount":1201,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3450584604262141","authorId":"3450584604262141","name":"皓月繁星","avatar":"https://static.tigerbbs.com/7d2f91959114bca76c67f2b4131ca9ef","crmLevel":7,"crmLevelSwitch":1,"idStr":"3450584604262141","authorIdStr":"3450584604262141"},"content":"下次没卖归零 又该如何总结","text":"下次没卖归零 又该如何总结","html":"下次没卖归零 又该如何总结"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":474476763791616,"gmtCreate":1756870790034,"gmtModify":1756871380293,"author":{"id":"3459796853936675","authorId":"3459796853936675","name":"会飞的小虎","avatar":"https://static.tigerbbs.com/3f85eb66ee2a5384906dc7528472d7a4","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459796853936675","authorIdStr":"3459796853936675"},"themes":[],"htmlText":"干不干掉没关系，高兴的是英伟达股价跌倒老黄来我国公布放开H20消息之前。而我期权正好做的是空，收割了一小波。市场会奖励你的认知。","listText":"干不干掉没关系，高兴的是英伟达股价跌倒老黄来我国公布放开H20消息之前。而我期权正好做的是空，收割了一小波。市场会奖励你的认知。","text":"干不干掉没关系，高兴的是英伟达股价跌倒老黄来我国公布放开H20消息之前。而我期权正好做的是空，收割了一小波。市场会奖励你的认知。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474476763791616","isVote":1,"tweetType":1,"viewCount":814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472519251161384,"gmtCreate":1756392845963,"gmtModify":1756392847858,"author":{"id":"3459796853936675","authorId":"3459796853936675","name":"会飞的小虎","avatar":"https://static.tigerbbs.com/3f85eb66ee2a5384906dc7528472d7a4","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459796853936675","authorIdStr":"3459796853936675"},"themes":[],"htmlText":"华尔街就自以为是下去吧，结果只会落得和美国军队一样被狠狠打脸。","listText":"华尔街就自以为是下去吧，结果只会落得和美国军队一样被狠狠打脸。","text":"华尔街就自以为是下去吧，结果只会落得和美国军队一样被狠狠打脸。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472519251161384","repostId":"1175243227","repostType":2,"repost":{"id":"1175243227","kind":"news","pubTimestamp":1756384761,"share":"https://www.laohu8.com/m/news/1175243227?lang=&edition=full","pubTime":"2025-08-28 20:39","market":"us","language":"zh","title":"无视市场担忧，华尔街大行坚定上调英伟达目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=1175243227","media":"智通财经网","summary":"最高达235美元。","content":"<html><head></head><body><p>英伟达Q2财报发布后，因数据中心业务不及预期引发市场担忧，但华尔街大行纷纷上调英伟达目标价，最高达235美元。</p><p><strong>评级汇总</strong></p><p>美银将英伟达目标价从220美元上调至235美元；</p><p>摩根士丹利将英伟达目标价从206美元上调至210美元；</p><p>花旗银行将英伟达目标价从190美元上调至210美元；</p><p>摩根大通将英伟达目标价从170美元上调至215美元；</p><p>伯恩斯坦将英伟达目标价从185美元上调至225美元；</p><p>杰富瑞将英伟达目标价从200美元上调至205美元；</p><p>德意志银行将英伟达目标价从155美元上调至180美元；</p><p>TRUIST证券将英伟达目标价从210美元上调至228美元；</p><p>Argus Research将英伟达目标价从150美元大幅上调至220美元。</p><p><strong>分析师观点</strong></p><p>摩根士丹利分析师约瑟夫·摩尔在客户报告中写道，"市场情绪已转向更为乐观，而公司依然跨越了更高门槛，""几周前共识预期还是500亿美元且存在消化担忧，如今已升至530亿美元(含部分中国预期，但未在指引中体现)。这份不含中国市场的70亿美元增量营收指引——创下企业单季美元营收增长纪录——仅用一季就实现。根据管理层电话会表述及我们持续验证，这仍代表真实需求未被充分满足。Hopper架构的持续强势印证了这点，由于算力短缺如此严峻，客户甚至仍在采购三年前的Hopper产品来满足部分需求。"</p><p style=\"text-align: justify;\">摩尔补充称中国业务前景"难以预测"，英伟达管理层在财报会上态度谨慎。但他指出，54亿美元的10月季度营收指引印证了AI真实需求。<strong>摩尔给予英伟达"增持"评级，财报后将目标股价从205美元微调至210美元。</strong></p><p style=\"text-align: justify;\">杰富瑞分析师布莱恩·柯蒂斯同样不吝赞美，指出Hopper和Blackwell架构需求"坚若磐石"。"更广泛的需求前景依然稳固：GPU投资300万美元现可产生3000万美元token收入的回报率提升、超大规模企业资本支出加速，以及主权AI预计今年贡献200亿美元收入，"柯蒂斯在报告中写道，"Hopper与Blackwell全线产品持续售罄，甚至有非受限客户采购H20芯片。随着中国局势逐步解决，计算与网络业务仍有充足增长空间。"<strong>他给予"买入"评级，目标价从200美元上调至205美元。</strong></p><p style=\"text-align: justify;\">Wedbush证券分析师丹·艾夫斯认为这份财报与指引再为英伟达锦上添花。"随着AI基础设施投资持续增长(公司预计到2030年总规模达3-4万亿美元)，芯片领域仍是英伟达的天下，其他玩家只能缴纳'租金'——更多主权实体与企业正排队等候全球最先进芯片，"他在报告中写道。</p><p style=\"text-align: justify;\">Stone Fox Capital投资组合经理指出，即便按2028财年25倍市盈率计算，该股仍属"便宜"，"考虑到再次超预期、指引上调及未来中国芯片销售纳入后的上行潜力。"</p></body></html>","source":"highlight_zhitongcaijin","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>无视市场担忧，华尔街大行坚定上调英伟达目标价</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无视市场担忧，华尔街大行坚定上调英伟达目标价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-28 20:39 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1337654.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达Q2财报发布后，因数据中心业务不及预期引发市场担忧，但华尔街大行纷纷上调英伟达目标价，最高达235美元。评级汇总美银将英伟达目标价从220美元上调至235美元；摩根士丹利将英伟达目标价从206美元上调至210美元；花旗银行将英伟达目标价从190美元上调至210美元；摩根大通将英伟达目标价从170美元上调至215美元；伯恩斯坦将英伟达目标价从185美元上调至225美元；杰富瑞将英伟达目标价从...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1337654.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.zhitongcaijing.com/content/detail/1337654.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1175243227","content_text":"英伟达Q2财报发布后，因数据中心业务不及预期引发市场担忧，但华尔街大行纷纷上调英伟达目标价，最高达235美元。评级汇总美银将英伟达目标价从220美元上调至235美元；摩根士丹利将英伟达目标价从206美元上调至210美元；花旗银行将英伟达目标价从190美元上调至210美元；摩根大通将英伟达目标价从170美元上调至215美元；伯恩斯坦将英伟达目标价从185美元上调至225美元；杰富瑞将英伟达目标价从200美元上调至205美元；德意志银行将英伟达目标价从155美元上调至180美元；TRUIST证券将英伟达目标价从210美元上调至228美元；Argus Research将英伟达目标价从150美元大幅上调至220美元。分析师观点摩根士丹利分析师约瑟夫·摩尔在客户报告中写道，\"市场情绪已转向更为乐观，而公司依然跨越了更高门槛，\"\"几周前共识预期还是500亿美元且存在消化担忧，如今已升至530亿美元(含部分中国预期，但未在指引中体现)。这份不含中国市场的70亿美元增量营收指引——创下企业单季美元营收增长纪录——仅用一季就实现。根据管理层电话会表述及我们持续验证，这仍代表真实需求未被充分满足。Hopper架构的持续强势印证了这点，由于算力短缺如此严峻，客户甚至仍在采购三年前的Hopper产品来满足部分需求。\"摩尔补充称中国业务前景\"难以预测\"，英伟达管理层在财报会上态度谨慎。但他指出，54亿美元的10月季度营收指引印证了AI真实需求。摩尔给予英伟达\"增持\"评级，财报后将目标股价从205美元微调至210美元。杰富瑞分析师布莱恩·柯蒂斯同样不吝赞美，指出Hopper和Blackwell架构需求\"坚若磐石\"。\"更广泛的需求前景依然稳固：GPU投资300万美元现可产生3000万美元token收入的回报率提升、超大规模企业资本支出加速，以及主权AI预计今年贡献200亿美元收入，\"柯蒂斯在报告中写道，\"Hopper与Blackwell全线产品持续售罄，甚至有非受限客户采购H20芯片。随着中国局势逐步解决，计算与网络业务仍有充足增长空间。\"他给予\"买入\"评级，目标价从200美元上调至205美元。Wedbush证券分析师丹·艾夫斯认为这份财报与指引再为英伟达锦上添花。\"随着AI基础设施投资持续增长(公司预计到2030年总规模达3-4万亿美元)，芯片领域仍是英伟达的天下，其他玩家只能缴纳'租金'——更多主权实体与企业正排队等候全球最先进芯片，\"他在报告中写道。Stone Fox Capital投资组合经理指出，即便按2028财年25倍市盈率计算，该股仍属\"便宜\"，\"考虑到再次超预期、指引上调及未来中国芯片销售纳入后的上行潜力。\"","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":470204779536392,"gmtCreate":1755827235516,"gmtModify":1755827790413,"author":{"id":"3459796853936675","authorId":"3459796853936675","name":"会飞的小虎","avatar":"https://static.tigerbbs.com/3f85eb66ee2a5384906dc7528472d7a4","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459796853936675","authorIdStr":"3459796853936675"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/TCH.HK 20250822 590.00 CALL\">$TCH.HK 20250822 590.00 CALL$ </a> 昨天0822 600call卖掉了，卖早了。今天只有590call了。","listText":"<a href=\"https://laohu8.com/OPT/TCH.HK 20250822 590.00 CALL\">$TCH.HK 20250822 590.00 CALL$ </a> 昨天0822 600call卖掉了，卖早了。今天只有590call了。","text":"$TCH.HK 20250822 590.00 CALL$ 昨天0822 600call卖掉了，卖早了。今天只有590call了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/470204779536392","isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}
