社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
Aureliano
以道观之，⏩加速行之
IP属地：0
+关注
帖子 · 95
帖子 · 95
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
Aureliano
Aureliano
·
02-15
$AAPL 20250221 242.5 CALL$
4.6卖了多好，最近总是把我不好日内卖点！
看
1,457
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
Aureliano
Aureliano
·
02-14
你给下周新闻联播预热来了😏
非常抱歉，此主贴已删除
看
985
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
Aureliano
Aureliano
·
02-14
$MIU.HK 20250227 36.00 PUT$
😭 本来继续会跳的，结果一个接见消息的黑天鹅
看
1,502
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
Aureliano
Aureliano
·
02-06
那是裤裆着火，本来就是华尔街做局，恶意下挫
大摩：予英伟达“增持”评级，受DeepSeek冲击后出现买入机会
Blackwell相关业务表现强劲。
大摩：予英伟达“增持”评级，受DeepSeek冲击后出现买入机会
看
831
回复
评论
点赞
3
编组 21备份 2
分享
举报
Aureliano
Aureliano
·
01-28
这次华尔街炒作 DeepSeek R1 堪称完美，只不过没想到失忆的人那么多
多年以后 当人们回忆起 2025 年的春节 会冠以“争气节”的称呼 遥想 2024 年春节被 OpenAI 的 Sora 支配的恐惧 收手吧 梁文锋 高考、考研、考编的孩子，已经不想背新的大题啦 现在 deepseek 的吹捧夸张程度是什么样呢？ 欧美：这是三体级别的 老中：梁文锋有帝王之相 明明一个月前就炒作过一次算法优化影响算力 当时是 deepseek V3 然后最近又故技重施 核心原因是上次没跌到位 这点华尔街反复上演的戏码 不知道为什么总有人觉得新鲜 我是 1.24 买的三倍做多半导体 SOXL 33 PUT 那时只是看到了发酵前的 deepseek r1 在小部分传播，但是你去看 SOXL，半导体又到了压力位，空头已经集结完了，就等一个信号。 这个信号即使不是 deepseek r1，也会是别的。空头都没想到鱼这么大，1.27 开盘后一小时怎么做的，不但不是直接砸下来，还搞出资金净流入的戏码，继续诱多，直到下半场猛砸。 我还被老美爱国情怀忽悠，把 8 块的条件单改到 5.65 就睡了，醒来一看……
看
4,865
回复
4
点赞
1
编组 21备份 2
分享
举报
这次华尔街炒作 DeepSeek R1 堪称完美，只不过没想到失忆的人那么多
Aureliano
Aureliano
·
01-27
Replying to
@交易是收获的游戏
:就是中国的大模型算法上首次超越了美国，且开源、低成本、低价，造成又一轮算力需求担忧，短期是利空英伟达的，但长期还是利多的//
@交易是收获的游戏
:到底是什么情况？
@Aureliano：
$三倍做多半导体ETF-Direxion Daily(SOXL)$ 现在 对 deepseek 的吹捧夸张到什么程度呢？ 欧美：这是三体级别的，亡球灭种啊 老中：梁文锋有帝王之相……
$三倍做多半导体ETF-Direxion Daily(SOXL)$ 现在 对 deepseek 的吹捧夸张到什么程度呢？ 欧美：这是三体级别的，亡球灭种啊 老中：梁文锋有帝王之相……
看
1,702
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
Aureliano
Aureliano
·
01-27
$三倍做多半导体ETF-Direxion Daily(SOXL)$
现在 对 deepseek 的吹捧夸张到什么程度呢？ 欧美：这是三体级别的，亡球灭种啊 老中：梁文锋有帝王之相……
看
8,900
回复
6
点赞
2
编组 21备份 2
分享
举报
Aureliano
Aureliano
·
01-24
$小米集团-W(01810)$
短期看空，今天给了call的逃顶机会，正股长期可以拿着，但港股尿性一定会洗到30块，甚至28块再涨的。 春节过后，配合竞品消息面炒作，开始下杀！ 正股不要被洗走，期权选手择时获利了结！
看
3,188
回复
5
点赞
点赞
编组 21备份 2
分享
举报
Aureliano
Aureliano
·
01-23
小米开始洗盘，双顶结构 港股的德性，会做到30元、28元 才值得吃到50元。 长线就是耐心，期权call逢低买入
看
1,618
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
Aureliano
Aureliano
·
2024-11-20
胡乱走出舒适区，对人和企业都是误区，“敢为天下后”的哲学多跟段永平和马化腾学学，我们的比较优势是学习力，别无其他
@benjaminshi：
$小米集团-W(01810)$ 那么多人都看好小米么？我觉得小米短期涨问题不大，但是长期来看还是有很多问题，手机和新能源行业都太卷。 而且小米长期一直是市场跟随者，不是领导者，没有那种尝试突破人类边界的产品，太保守，如果哪天小米准备发射卫星或者进军生物医药行业啥的，倒是可以入哈哈
$小米集团-W(01810)$ 那么多人都看好小米么？我觉得小米短期涨问题不大，但是长期来看还是有很多问题，手机和新能源行业都太卷。 而且小米长期一直是市场跟随者，不是领导者，没有那种尝试突破人类边界的产品，太保守，如果哪天小米准备发射卫星或者进军生物医药行业啥的，倒是可以入哈哈
看
2,551
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3493105510369083","uuid":"3493105510369083","gmtCreate":1530011489209,"gmtModify":1704879868381,"name":"Aureliano","pinyin":"aureliano","introduction":"","introductionEn":"","signature":"以道观之，⏩加速行之","avatar":"https://static.tigerbbs.com/9d3dadc561ae2f6f4c673c3f205effc2","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":13,"headSize":86,"tweetSize":95,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":4,"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":"d5d1b81d9a9a4306a42a1560851c3454-5","templateUuid":"d5d1b81d9a9a4306a42a1560851c3454","name":"实盘挑战","description":"累计达10个月","bigImgUrl":"https://static.tigerbbs.com/de3f2938b1f9dddd923333ef958535f5","smallImgUrl":"https://static.tigerbbs.com/a6b8bf4481e36ae8a863eae5098461e6","grayImgUrl":"https://static.tigerbbs.com/91c1c1e4d3607b46e414ab97cc6dd982","redirectLinkEnabled":0,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.03","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5600},{"badgeId":"45aa8c9032204ad8bee19bb27da4edb8-2","templateUuid":"45aa8c9032204ad8bee19bb27da4edb8","name":"交易笔数","description":"累计达500笔","bigImgUrl":"https://static.tigerbbs.com/2a7aad6bbb003528533cf7367bf71a7d","smallImgUrl":"https://static.tigerbbs.com/545c65027673fd17e3ac5c2df0917fc4","grayImgUrl":"https://static.tigerbbs.com/4875da396980e5cdbae95a7cbf265454","redirectLinkEnabled":0,"redirectLink":"https://www.itigerup.com/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.18","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5100},{"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":"2023.12.18","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"5697d37f217342faaa027fdb5a6e7c12-3","templateUuid":"5697d37f217342faaa027fdb5a6e7c12","name":"单笔平均盈利排行","description":"Top 20%","bigImgUrl":"https://static.tigerbbs.com/a1941f6be974173f1730be2ac51aabb7","smallImgUrl":"https://static.tigerbbs.com/df2d04ef8434cb0d3a8571ada46fffd0","grayImgUrl":"https://static.tigerbbs.com/b231d6c35e6f28d4132f36c047c50ea0","redirectLinkEnabled":0,"redirectLink":"https://www.itigerup.com/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.12.12","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5200},{"badgeId":"1f74612b6f95455f970edd02b5316db8-6","templateUuid":"1f74612b6f95455f970edd02b5316db8","name":"收益排行","description":"Top 3%","bigImgUrl":"https://static.tigerbbs.com/6fbaa8e552e02eae8e6a2ce5d6566431","smallImgUrl":"https://static.tigerbbs.com/98862e418516dab972bed7aaf561dec6","grayImgUrl":"https://static.tigerbbs.com/3a5ca933a5695ed2e862b228f6c09ee5","redirectLinkEnabled":0,"redirectLink":"https://www.itigerup.com/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.11.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5300},{"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":"2023.08.03","exceedPercentage":"93.08%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.41%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"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":"2022.07.30","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":"2022.05.14","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":9,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":4,"crmLevelSwitch":1,"location":"0","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":40,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":403555983708816,"gmtCreate":1739549803787,"gmtModify":1739550218703,"author":{"id":"3493105510369083","authorId":"3493105510369083","name":"Aureliano","avatar":"https://static.tigerbbs.com/9d3dadc561ae2f6f4c673c3f205effc2","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3493105510369083","idStr":"3493105510369083"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/AAPL 20250221 242.5 CALL\">$AAPL 20250221 242.5 CALL$</a> 4.6卖了多好，最近总是把我不好日内卖点！","listText":"<a href=\"https://laohu8.com/OPT/AAPL 20250221 242.5 CALL\">$AAPL 20250221 242.5 CALL$</a> 4.6卖了多好，最近总是把我不好日内卖点！","text":"$AAPL 20250221 242.5 CALL$ 4.6卖了多好，最近总是把我不好日内卖点！","images":[{"img":"https://static.tigerbbs.com/ca23c1c6c1d9254ffe274768fc3baa6a","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403555983708816","isVote":1,"tweetType":1,"viewCount":1457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":403485348802888,"gmtCreate":1739532140030,"gmtModify":1739532141935,"author":{"id":"3493105510369083","authorId":"3493105510369083","name":"Aureliano","avatar":"https://static.tigerbbs.com/9d3dadc561ae2f6f4c673c3f205effc2","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3493105510369083","idStr":"3493105510369083"},"themes":[],"htmlText":"你给下周新闻联播预热来了😏","listText":"你给下周新闻联播预热来了😏","text":"你给下周新闻联播预热来了😏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403485348802888","repostId":"2511951435","repostType":4,"isVote":1,"tweetType":1,"viewCount":985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403454084047216,"gmtCreate":1739520980065,"gmtModify":1739520981863,"author":{"id":"3493105510369083","authorId":"3493105510369083","name":"Aureliano","avatar":"https://static.tigerbbs.com/9d3dadc561ae2f6f4c673c3f205effc2","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3493105510369083","idStr":"3493105510369083"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/MIU.HK 20250227 36.00 PUT\">$MIU.HK 20250227 36.00 PUT$</a> 😭 本来继续会跳的，结果一个接见消息的黑天鹅","listText":"<a href=\"https://laohu8.com/OPT/MIU.HK 20250227 36.00 PUT\">$MIU.HK 20250227 36.00 PUT$</a> 😭 本来继续会跳的，结果一个接见消息的黑天鹅","text":"$MIU.HK 20250227 36.00 PUT$ 😭 本来继续会跳的，结果一个接见消息的黑天鹅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403454084047216","isVote":1,"tweetType":1,"viewCount":1502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400675552817784,"gmtCreate":1738828422324,"gmtModify":1738828954085,"author":{"id":"3493105510369083","authorId":"3493105510369083","name":"Aureliano","avatar":"https://static.tigerbbs.com/9d3dadc561ae2f6f4c673c3f205effc2","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3493105510369083","idStr":"3493105510369083"},"themes":[],"htmlText":"那是裤裆着火，本来就是华尔街做局，恶意下挫","listText":"那是裤裆着火，本来就是华尔街做局，恶意下挫","text":"那是裤裆着火，本来就是华尔街做局，恶意下挫","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400675552817784","repostId":"1178996124","repostType":2,"repost":{"id":"1178996124","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":1738828139,"share":"https://www.laohu8.com/m/news/1178996124?lang=&edition=full","pubTime":"2025-02-06 15:48","market":"us","language":"zh","title":"大摩：予英伟达“增持”评级，受DeepSeek冲击后出现买入机会","url":"https://stock-news.laohu8.com/highlight/detail?id=1178996124","media":"老虎资讯综合","summary":"Blackwell相关业务表现强劲。","content":"<html><head></head><body><p>摩根士丹利发表报告，重申英伟达为首选股，因近期业务持续向好，Blackwell供应可见性逐步提升，客户的消费意愿显著，尽管市场对潜在长期风险的情绪有所恶化。</p><p>该行认为，虽然DeepSeek在出口管制及长期投资方面给英伟达带来一些挑战，但近期调查显示，Hopper以及各种类型的Blackwell相关业务表现强劲。该行另相信市场对特殊应用集成电路(ASIC)的热情，将于下半年重新转向英伟达。该行予英伟达“增持”评级，目标价152美元，认为该股因DeepSeek而被抛售后带来买入机会。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb7121b16dbfc2f6d101f4fe29afc472\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>大摩：予英伟达“增持”评级，受DeepSeek冲击后出现买入机会</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大摩：予英伟达“增持”评级，受DeepSeek冲击后出现买入机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-02-06 15:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>摩根士丹利发表报告，重申英伟达为首选股，因近期业务持续向好，Blackwell供应可见性逐步提升，客户的消费意愿显著，尽管市场对潜在长期风险的情绪有所恶化。</p><p>该行认为，虽然DeepSeek在出口管制及长期投资方面给英伟达带来一些挑战，但近期调查显示，Hopper以及各种类型的Blackwell相关业务表现强劲。该行另相信市场对特殊应用集成电路(ASIC)的热情，将于下半年重新转向英伟达。该行予英伟达“增持”评级，目标价152美元，认为该股因DeepSeek而被抛售后带来买入机会。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb7121b16dbfc2f6d101f4fe29afc472\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\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":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178996124","content_text":"摩根士丹利发表报告，重申英伟达为首选股，因近期业务持续向好，Blackwell供应可见性逐步提升，客户的消费意愿显著，尽管市场对潜在长期风险的情绪有所恶化。该行认为，虽然DeepSeek在出口管制及长期投资方面给英伟达带来一些挑战，但近期调查显示，Hopper以及各种类型的Blackwell相关业务表现强劲。该行另相信市场对特殊应用集成电路(ASIC)的热情，将于下半年重新转向英伟达。该行予英伟达“增持”评级，目标价152美元，认为该股因DeepSeek而被抛售后带来买入机会。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397398606180648,"gmtCreate":1738060825031,"gmtModify":1738061221556,"author":{"id":"3493105510369083","authorId":"3493105510369083","name":"Aureliano","avatar":"https://static.tigerbbs.com/9d3dadc561ae2f6f4c673c3f205effc2","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3493105510369083","idStr":"3493105510369083"},"themes":[],"title":"这次华尔街炒作 DeepSeek R1 堪称完美，只不过没想到失忆的人那么多","htmlText":"多年以后 当人们回忆起 2025 年的春节 会冠以“争气节”的称呼 遥想 2024 年春节被 OpenAI 的 Sora 支配的恐惧 收手吧 梁文锋 高考、考研、考编的孩子，已经不想背新的大题啦 现在 deepseek 的吹捧夸张程度是什么样呢？ 欧美：这是三体级别的 老中：梁文锋有帝王之相 明明一个月前就炒作过一次算法优化影响算力 当时是 deepseek V3 然后最近又故技重施 核心原因是上次没跌到位 这点华尔街反复上演的戏码 不知道为什么总有人觉得新鲜 我是 1.24 买的三倍做多半导体 SOXL 33 PUT 那时只是看到了发酵前的 deepseek r1 在小部分传播，但是你去看 SOXL，半导体又到了压力位，空头已经集结完了，就等一个信号。 这个信号即使不是 deepseek r1，也会是别的。空头都没想到鱼这么大，1.27 开盘后一小时怎么做的，不但不是直接砸下来，还搞出资金净流入的戏码，继续诱多，直到下半场猛砸。 我还被老美爱国情怀忽悠，把 8 块的条件单改到 5.65 就睡了，醒来一看……","listText":"多年以后 当人们回忆起 2025 年的春节 会冠以“争气节”的称呼 遥想 2024 年春节被 OpenAI 的 Sora 支配的恐惧 收手吧 梁文锋 高考、考研、考编的孩子，已经不想背新的大题啦 现在 deepseek 的吹捧夸张程度是什么样呢？ 欧美：这是三体级别的 老中：梁文锋有帝王之相 明明一个月前就炒作过一次算法优化影响算力 当时是 deepseek V3 然后最近又故技重施 核心原因是上次没跌到位 这点华尔街反复上演的戏码 不知道为什么总有人觉得新鲜 我是 1.24 买的三倍做多半导体 SOXL 33 PUT 那时只是看到了发酵前的 deepseek r1 在小部分传播，但是你去看 SOXL，半导体又到了压力位，空头已经集结完了，就等一个信号。 这个信号即使不是 deepseek r1，也会是别的。空头都没想到鱼这么大，1.27 开盘后一小时怎么做的，不但不是直接砸下来，还搞出资金净流入的戏码，继续诱多，直到下半场猛砸。 我还被老美爱国情怀忽悠，把 8 块的条件单改到 5.65 就睡了，醒来一看……","text":"多年以后 当人们回忆起 2025 年的春节 会冠以“争气节”的称呼 遥想 2024 年春节被 OpenAI 的 Sora 支配的恐惧 收手吧 梁文锋 高考、考研、考编的孩子，已经不想背新的大题啦 现在 deepseek 的吹捧夸张程度是什么样呢？ 欧美：这是三体级别的 老中：梁文锋有帝王之相 明明一个月前就炒作过一次算法优化影响算力 当时是 deepseek V3 然后最近又故技重施 核心原因是上次没跌到位 这点华尔街反复上演的戏码 不知道为什么总有人觉得新鲜 我是 1.24 买的三倍做多半导体 SOXL 33 PUT 那时只是看到了发酵前的 deepseek r1 在小部分传播，但是你去看 SOXL，半导体又到了压力位，空头已经集结完了，就等一个信号。 这个信号即使不是 deepseek r1，也会是别的。空头都没想到鱼这么大，1.27 开盘后一小时怎么做的，不但不是直接砸下来，还搞出资金净流入的戏码，继续诱多，直到下半场猛砸。 我还被老美爱国情怀忽悠，把 8 块的条件单改到 5.65 就睡了，醒来一看……","images":[{"img":"https://static.tigerbbs.com/1f853d01d7648a23afafdcf8678d7213","width":"1290","height":"2796"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/397398606180648","isVote":1,"tweetType":1,"viewCount":4865,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"3473643028991511","authorId":"3473643028991511","name":"Fayreey","avatar":"https://static.tigerbbs.com/a7eb37c934f8224540f1f501fb0def42","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3473643028991511","idStr":"3473643028991511"},"content":"哈哈哈。相信国运，定投纳指","text":"哈哈哈。相信国运，定投纳指","html":"哈哈哈。相信国运，定投纳指"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":397095525651112,"gmtCreate":1737969785763,"gmtModify":1737969788388,"author":{"id":"3493105510369083","authorId":"3493105510369083","name":"Aureliano","avatar":"https://static.tigerbbs.com/9d3dadc561ae2f6f4c673c3f205effc2","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3493105510369083","idStr":"3493105510369083"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3573291056330294\">@交易是收获的游戏</a>:就是中国的大模型算法上首次超越了美国，且开源、低成本、低价，造成又一轮算力需求担忧，短期是利空英伟达的，但长期还是利多的//<a href=\"https://laohu8.com/U/3573291056330294\">@交易是收获的游戏</a>:到底是什么情况？","listText":"Replying to <a href=\"https://laohu8.com/U/3573291056330294\">@交易是收获的游戏</a>:就是中国的大模型算法上首次超越了美国，且开源、低成本、低价，造成又一轮算力需求担忧，短期是利空英伟达的，但长期还是利多的//<a href=\"https://laohu8.com/U/3573291056330294\">@交易是收获的游戏</a>:到底是什么情况？","text":"Replying to @交易是收获的游戏:就是中国的大模型算法上首次超越了美国，且开源、低成本、低价，造成又一轮算力需求担忧，短期是利空英伟达的，但长期还是利多的//@交易是收获的游戏:到底是什么情况？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397095525651112","repostId":"397031994020424","repostType":1,"repost":{"id":397031994020424,"gmtCreate":1737954428462,"gmtModify":1737954554428,"author":{"id":"3493105510369083","authorId":"3493105510369083","name":"Aureliano","avatar":"https://static.tigerbbs.com/9d3dadc561ae2f6f4c673c3f205effc2","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3493105510369083","idStr":"3493105510369083"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a><v-v data-views=\"0\"></v-v> 现在 对 deepseek 的吹捧夸张到什么程度呢？ 欧美：这是三体级别的，亡球灭种啊 老中：梁文锋有帝王之相……","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a><v-v data-views=\"0\"></v-v> 现在 对 deepseek 的吹捧夸张到什么程度呢？ 欧美：这是三体级别的，亡球灭种啊 老中：梁文锋有帝王之相……","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$ 现在 对 deepseek 的吹捧夸张到什么程度呢？ 欧美：这是三体级别的，亡球灭种啊 老中：梁文锋有帝王之相……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397031994020424","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397031994020424,"gmtCreate":1737954428462,"gmtModify":1737954554428,"author":{"id":"3493105510369083","authorId":"3493105510369083","name":"Aureliano","avatar":"https://static.tigerbbs.com/9d3dadc561ae2f6f4c673c3f205effc2","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3493105510369083","idStr":"3493105510369083"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a><v-v data-views=\"0\"></v-v> 现在 对 deepseek 的吹捧夸张到什么程度呢？ 欧美：这是三体级别的，亡球灭种啊 老中：梁文锋有帝王之相……","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a><v-v data-views=\"0\"></v-v> 现在 对 deepseek 的吹捧夸张到什么程度呢？ 欧美：这是三体级别的，亡球灭种啊 老中：梁文锋有帝王之相……","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$ 现在 对 deepseek 的吹捧夸张到什么程度呢？ 欧美：这是三体级别的，亡球灭种啊 老中：梁文锋有帝王之相……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/397031994020424","isVote":1,"tweetType":1,"viewCount":8900,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573291056330294","authorId":"3573291056330294","name":"交易之旅","avatar":"https://static.tigerbbs.com/e034203ad63bf9a8254c977f77e73f98","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3573291056330294","idStr":"3573291056330294"},"content":"到底是什么情况？","text":"到底是什么情况？","html":"到底是什么情况？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395912481902976,"gmtCreate":1737683812005,"gmtModify":1737683937165,"author":{"id":"3493105510369083","authorId":"3493105510369083","name":"Aureliano","avatar":"https://static.tigerbbs.com/9d3dadc561ae2f6f4c673c3f205effc2","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3493105510369083","idStr":"3493105510369083"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"0\"></v-v> 短期看空，今天给了call的逃顶机会，正股长期可以拿着，但港股尿性一定会洗到30块，甚至28块再涨的。 春节过后，配合竞品消息面炒作，开始下杀！ 正股不要被洗走，期权选手择时获利了结！","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"0\"></v-v> 短期看空，今天给了call的逃顶机会，正股长期可以拿着，但港股尿性一定会洗到30块，甚至28块再涨的。 春节过后，配合竞品消息面炒作，开始下杀！ 正股不要被洗走，期权选手择时获利了结！","text":"$小米集团-W(01810)$ 短期看空，今天给了call的逃顶机会，正股长期可以拿着，但港股尿性一定会洗到30块，甚至28块再涨的。 春节过后，配合竞品消息面炒作，开始下杀！ 正股不要被洗走，期权选手择时获利了结！","images":[{"img":"https://static.tigerbbs.com/7234779d12d4b79ee190c53d2583ff56","width":"1290","height":"2796"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/395912481902976","isVote":1,"tweetType":1,"viewCount":3188,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496190328365147","authorId":"3496190328365147","name":"samuel_gor","avatar":"https://static.tigerbbs.com/9cf847386065664b52e37f713a9ac69c","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3496190328365147","idStr":"3496190328365147"},"content":"要不要再看看","text":"要不要再看看","html":"要不要再看看"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":395553694335432,"gmtCreate":1737598248278,"gmtModify":1737598253957,"author":{"id":"3493105510369083","authorId":"3493105510369083","name":"Aureliano","avatar":"https://static.tigerbbs.com/9d3dadc561ae2f6f4c673c3f205effc2","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3493105510369083","idStr":"3493105510369083"},"themes":[],"htmlText":"小米开始洗盘，双顶结构 港股的德性，会做到30元、28元 才值得吃到50元。 长线就是耐心，期权call逢低买入","listText":"小米开始洗盘，双顶结构 港股的德性，会做到30元、28元 才值得吃到50元。 长线就是耐心，期权call逢低买入","text":"小米开始洗盘，双顶结构 港股的德性，会做到30元、28元 才值得吃到50元。 长线就是耐心，期权call逢低买入","images":[{"img":"https://static.tigerbbs.com/1074b27fe2f5a3d06d2de41fa8db57d7","width":"2796","height":"1290"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395553694335432","isVote":1,"tweetType":1,"viewCount":1618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":372977164329152,"gmtCreate":1732068467515,"gmtModify":1732068469643,"author":{"id":"3493105510369083","authorId":"3493105510369083","name":"Aureliano","avatar":"https://static.tigerbbs.com/9d3dadc561ae2f6f4c673c3f205effc2","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3493105510369083","idStr":"3493105510369083"},"themes":[],"htmlText":"胡乱走出舒适区，对人和企业都是误区，“敢为天下后”的哲学多跟段永平和马化腾学学，我们的比较优势是学习力，别无其他","listText":"胡乱走出舒适区，对人和企业都是误区，“敢为天下后”的哲学多跟段永平和马化腾学学，我们的比较优势是学习力，别无其他","text":"胡乱走出舒适区，对人和企业都是误区，“敢为天下后”的哲学多跟段永平和马化腾学学，我们的比较优势是学习力，别无其他","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372977164329152","repostId":"372524938158400","repostType":1,"repost":{"id":372524938158400,"gmtCreate":1731988128136,"gmtModify":1731995377749,"author":{"id":"3545349525191149","authorId":"3545349525191149","name":"benjaminshi","avatar":"https://static.tigerbbs.com/af754260baf2fa23205972d9f19d3b30","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545349525191149","idStr":"3545349525191149"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"0\"></v-v> 那么多人都看好小米么？我觉得小米短期涨问题不大，但是长期来看还是有很多问题，手机和新能源行业都太卷。 而且小米长期一直是市场跟随者，不是领导者，没有那种尝试突破人类边界的产品，太保守，如果哪天小米准备发射卫星或者进军生物医药行业啥的，倒是可以入哈哈","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"0\"></v-v> 那么多人都看好小米么？我觉得小米短期涨问题不大，但是长期来看还是有很多问题，手机和新能源行业都太卷。 而且小米长期一直是市场跟随者，不是领导者，没有那种尝试突破人类边界的产品，太保守，如果哪天小米准备发射卫星或者进军生物医药行业啥的，倒是可以入哈哈","text":"$小米集团-W(01810)$ 那么多人都看好小米么？我觉得小米短期涨问题不大，但是长期来看还是有很多问题，手机和新能源行业都太卷。 而且小米长期一直是市场跟随者，不是领导者，没有那种尝试突破人类边界的产品，太保守，如果哪天小米准备发射卫星或者进军生物医药行业啥的，倒是可以入哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372524938158400","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}