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Tony_P
Tony_P
·
06-18
真敢说啊 5M*70000=3500亿美元 EB5才80万，这么多年下来排队的人也就不到5万 这届白宫除了贝森特以外 真的是楞舔懂王
美国商务部长：“特朗普金卡”申请人数已接近七万
支付500万美元即可获得美国的永久居留权。
美国商务部长：“特朗普金卡”申请人数已接近七万
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Tony_P
Tony_P
·
05-06
我平仓了50手
$TSM 20260116 250.0 CALL$
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Tony_P
Tony_P
·
05-06
我平仓了10手
$AVGO 20260116 240.0 CALL$
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Tony_P
Tony_P
·
05-06
最坏情况下世界有可能毁灭 这有什么意义？
Piper Sandler预警：若遇极端市场环境 英伟达(NVDA.US)数据中心业务或损失近百亿美元
智通财经APP获悉，Piper Sandler近日警告称，在资本支出削减和在中国市场需求持续疲软的最坏情境下，英伟达数据中心业务年度营收可能面临高达98亿美元的影响。Piper Sandler分析师在一份报告中指出：“总体而言，根据我们的极端情境测算，英伟达数据中心终端市场中约6.45%的总营收可能受到资本支出削减的冲击。”根据Piper Sandler的模型，预计98亿美元的营收影响将对每股收益产生约0.40美元的负面影响。
Piper Sandler预警：若遇极端市场环境 英伟达(NVDA.US)数据中心业务或损失近百亿美元
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Tony_P
Tony_P
·
05-02
我平仓了30手
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Tony_P
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04-14
我平仓了5手
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Tony_P
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03-31
我平仓了100手
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Tony_P
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03-20
我平仓了22手
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Tony_P
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03-11
我开仓了5手
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03-11
我开仓了20手
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5M*70000=3500亿美元 EB5才80万，这么多年下来排队的人也就不到5万 这届白宫除了贝森特以外 真的是楞舔懂王","listText":"真敢说啊 5M*70000=3500亿美元 EB5才80万，这么多年下来排队的人也就不到5万 这届白宫除了贝森特以外 真的是楞舔懂王","text":"真敢说啊 5M*70000=3500亿美元 EB5才80万，这么多年下来排队的人也就不到5万 这届白宫除了贝森特以外 真的是楞舔懂王","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/447330164724056","repostId":"1187993767","repostType":4,"repost":{"id":"1187993767","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":1750238285,"share":"https://www.laohu8.com/m/news/1187993767?lang=&edition=full","pubTime":"2025-06-18 17:18","market":"us","language":"zh","title":"美国商务部长：“特朗普金卡”申请人数已接近七万","url":"https://stock-news.laohu8.com/highlight/detail?id=1187993767","media":"老虎资讯综合","summary":"支付500万美元即可获得美国的永久居留权。","content":"<html><head></head><body><p>据一财，当地时间16日，美国商务部部长卢特尼克表示，美国总统特朗普推出的“特朗普金卡”开放申请后不到一周，已有近七万人网上排队申请。11日，美国商务部于正式推出了“特朗普金卡网站”。根据这项计划，外国公民只要支付500万美元，即可获得美国的永久居留权(即绿卡）。</p><p>卢特尼克介绍，这张卡将由黄金制成，“特朗普很欣赏这些东西。他在乎它的外观。他认为，如果你要在美国进行投资，我们应该送你一份精美的礼物。” </p><p>卢特尼克还称，特朗普金卡旨在吸引那些希望为自己或员工获得美国居留权的商界领袖和机构。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/913dbd1cd62cf263ecba78822b606601\" tg-width=\"1089\" tg-height=\"726\"/></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\" 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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美国商务部长：“特朗普金卡”申请人数已接近七万\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\">2025-06-18 17:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据一财，当地时间16日，美国商务部部长卢特尼克表示，美国总统特朗普推出的“特朗普金卡”开放申请后不到一周，已有近七万人网上排队申请。11日，美国商务部于正式推出了“特朗普金卡网站”。根据这项计划，外国公民只要支付500万美元，即可获得美国的永久居留权(即绿卡）。</p><p>卢特尼克介绍，这张卡将由黄金制成，“特朗普很欣赏这些东西。他在乎它的外观。他认为，如果你要在美国进行投资，我们应该送你一份精美的礼物。” </p><p>卢特尼克还称，特朗普金卡旨在吸引那些希望为自己或员工获得美国居留权的商界领袖和机构。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/913dbd1cd62cf263ecba78822b606601\" tg-width=\"1089\" tg-height=\"726\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bc49a364489f7a1574aa4b35109d0178","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187993767","content_text":"据一财，当地时间16日，美国商务部部长卢特尼克表示，美国总统特朗普推出的“特朗普金卡”开放申请后不到一周，已有近七万人网上排队申请。11日，美国商务部于正式推出了“特朗普金卡网站”。根据这项计划，外国公民只要支付500万美元，即可获得美国的永久居留权(即绿卡）。卢特尼克介绍，这张卡将由黄金制成，“特朗普很欣赏这些东西。他在乎它的外观。他认为，如果你要在美国进行投资，我们应该送你一份精美的礼物。” 卢特尼克还称，特朗普金卡旨在吸引那些希望为自己或员工获得美国居留权的商界领袖和机构。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1390,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1,"idStr":"3544441872957647","authorIdStr":"3544441872957647"},"content":"需要靠谎言维系的世界霸权","text":"需要靠谎言维系的世界霸权","html":"需要靠谎言维系的世界霸权"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432233530094400,"gmtCreate":1746538444667,"gmtModify":1746588085189,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"我平仓了50手<a href=\"https://laohu8.com/OPT/TSM 20260116 250.0 CALL\">$TSM 20260116 250.0 CALL$ </a>,来看看我最新分享的订单！","listText":"我平仓了50手<a href=\"https://laohu8.com/OPT/TSM 20260116 250.0 CALL\">$TSM 20260116 250.0 CALL$ </a>,来看看我最新分享的订单！","text":"我平仓了50手$TSM 20260116 250.0 CALL$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432233530094400","isVote":1,"tweetType":1,"viewCount":1059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432235758359176,"gmtCreate":1746538407615,"gmtModify":1746588740737,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"我平仓了10手<a href=\"https://laohu8.com/OPT/AVGO 20260116 240.0 CALL\">$AVGO 20260116 240.0 CALL$ </a>,来看看我最新分享的订单！","listText":"我平仓了10手<a href=\"https://laohu8.com/OPT/AVGO 20260116 240.0 CALL\">$AVGO 20260116 240.0 CALL$ </a>,来看看我最新分享的订单！","text":"我平仓了10手$AVGO 20260116 240.0 CALL$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432235758359176","isVote":1,"tweetType":1,"viewCount":1768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432167225295464,"gmtCreate":1746521921886,"gmtModify":1746521923591,"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547115823390708","authorIdStr":"3547115823390708"},"themes":[],"htmlText":"最坏情况下世界有可能毁灭 这有什么意义？","listText":"最坏情况下世界有可能毁灭 这有什么意义？","text":"最坏情况下世界有可能毁灭 这有什么意义？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432167225295464","repostId":"2533526044","repostType":2,"repost":{"id":"2533526044","kind":"news","pubTimestamp":1746514554,"share":"https://www.laohu8.com/m/news/2533526044?lang=&edition=full","pubTime":"2025-05-06 14:55","market":"sh","language":"zh","title":"Piper Sandler预警：若遇极端市场环境 英伟达(NVDA.US)数据中心业务或损失近百亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2533526044","media":"智通财经","summary":"智通财经APP获悉，Piper Sandler近日警告称，在资本支出削减和在中国市场需求持续疲软的最坏情境下，英伟达数据中心业务年度营收可能面临高达98亿美元的影响。Piper Sandler分析师在一份报告中指出：“总体而言，根据我们的极端情境测算，英伟达数据中心终端市场中约6.45%的总营收可能受到资本支出削减的冲击。”根据Piper Sandler的模型，预计98亿美元的营收影响将对每股收益产生约0.40美元的负面影响。","content":"<html><body><p>智通财经APP获悉，Piper Sandler近日警告称，在资本支出削减和在中国市场需求持续疲软的最坏情境下，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)数据中心业务年度营收可能面临高达98亿美元的影响。</p><p>该机构对英伟达数据中心业务进行了敏感性分析，以评估未来一年若客户缩减资本支出可能带来的负面影响。</p><p>Piper Sandler分析师在一份报告中指出：“总体而言，根据我们的极端情境测算，英伟达数据中心终端市场中约6.45%的总营收可能受到资本支出削减的冲击。”</p><p>这一极端预测基于两个关键假设：英伟达客户群体持续缩减资本支出，同时中国市场未能实现复苏。</p><p>分析师表示：“我们认为这是‘最坏情境’分析，前提是资本支出确实削减且中国业务未能恢复。”</p><p>根据Piper Sandler的模型，预计98亿美元的营收影响将对每股收益产生约0.40美元的负面影响。</p><p>该机构虽然维持对英伟达的“增持”评级，目标价150美元，但给出了差异显著的情景预测：“在最坏情境下采用25倍市盈率(行业低谷倍数)，我们得出76.25美元的目标股价;而在最佳情境下同样采用25倍倍数，目标股价则为126.75美元。”</p><p>分析师指出，该机构在4月15日英伟达提交8-K文件后，已在其公开模型中剔除中国业务收入。这意味着在他们的情况下，潜在的收入损失不会重复计算中国风险敞口。Piper Sandler表示，“需要指出的是，我们当前的公开预测已排除中国收入，这意味着模型已提前规避了中国市场风险”，相关情境分析不会造成风险因素的重复计算。</p></body></html>","source":"stock_zhitongcaijing","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>Piper Sandler预警：若遇极端市场环境 英伟达(NVDA.US)数据中心业务或损失近百亿美元</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1289504.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDS.UK":"LS -1X NVIDIA","SG9999002224.SGD":"Allianz Global High Payout SGD","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (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","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","NVDL":"GraniteShares 2x Long NVDA Daily ETF","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) 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(CPF)"},"source_url":"http://www.zhitongcaijing.com/content/detail/1289504.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2533526044","content_text":"智通财经APP获悉，Piper Sandler近日警告称，在资本支出削减和在中国市场需求持续疲软的最坏情境下，英伟达(NVDA.US)数据中心业务年度营收可能面临高达98亿美元的影响。该机构对英伟达数据中心业务进行了敏感性分析，以评估未来一年若客户缩减资本支出可能带来的负面影响。Piper Sandler分析师在一份报告中指出：“总体而言，根据我们的极端情境测算，英伟达数据中心终端市场中约6.45%的总营收可能受到资本支出削减的冲击。”这一极端预测基于两个关键假设：英伟达客户群体持续缩减资本支出，同时中国市场未能实现复苏。分析师表示：“我们认为这是‘最坏情境’分析，前提是资本支出确实削减且中国业务未能恢复。”根据Piper Sandler的模型，预计98亿美元的营收影响将对每股收益产生约0.40美元的负面影响。该机构虽然维持对英伟达的“增持”评级，目标价150美元，但给出了差异显著的情景预测：“在最坏情境下采用25倍市盈率(行业低谷倍数)，我们得出76.25美元的目标股价;而在最佳情境下同样采用25倍倍数，目标股价则为126.75美元。”分析师指出，该机构在4月15日英伟达提交8-K文件后，已在其公开模型中剔除中国业务收入。这意味着在他们的情况下，潜在的收入损失不会重复计算中国风险敞口。Piper 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