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老刘_2177

边看边学

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- 老刘_2177老刘_2177
  ·05-27
  咋理解这些玩意？
  美股异动 | SharpLink Gaming飙涨近500%，宣布定增4.25亿美元购买以太币
  本周二（5月27日）美股盘前时段， $SharpLink Gaming(SBET)$ 一度飙升近300%，截至发稿报6.72美元，涨幅239.58%：消息面上，公司宣布定增4.25亿美元购买以太币
  美股异动 | SharpLink Gaming飙涨近500%，宣布定增4.25亿美元购买以太币
  290 评论
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- 老刘_2177老刘_2177
  ·03-02
  三大指数跌了10～15%，跌的脸都青了[惊讶]
  特朗普还把美股当KPI吗？
  似乎，特朗普2.0时期已经不再唯美股马首是瞻，其目光已投向低收益率和经济结构的转型。市场相信“特朗普看涨期权”，若后续政策偏离“市场友好”，不及市场预期，那么信任可能瓦解，市场或迎来“信任危机”。
  特朗普还把美股当KPI吗？
  482 评论
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- 老刘_2177老刘_2177
  ·02-06
  是小摩，不是大摩
  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
  696 评论
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- 老刘_2177老刘_2177
  ·01-24
  [得意]
  1,353 评论
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- 老刘_2177老刘_2177
  ·01-04
  👍
  770 评论
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- 老刘_2177老刘_2177
  ·2024-12-29
  这像Protestantismc产生天主教新教徒？
  1,159 评论
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- 老刘_2177老刘_2177
  ·2024-12-16
  高盛割了把韭菜
  超微电脑盘前大跌，公司被从纳斯达克100指数中剔除
  这通常会导致抛售压力。
  超微电脑盘前大跌，公司被从纳斯达克100指数中剔除
  711 评论
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- 老刘_2177老刘_2177
  ·2024-11-27
  $戴尔(DELL)$ [微笑]
  1,432 评论
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Gaming飙涨近500%，宣布定增4.25亿美元购买以太币\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\">2025-05-27 22:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>本周二（5月27日），体育博彩运营商 <a href=\"https://laohu8.com/S/SBET\">SharpLink Gaming</a> 一度飙升近500%，截至发稿报40美元，涨幅495.24%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6dda4a42a0729b52549ebf4ce291fbbe\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，公司今日宣布已签署证券购买协议，进行 4.25 亿美元的公开公司私募投资（PIPE），计划以 6.15 美元/股（公司管理团队成员为 6.72 美元/股）的价格发行约 6910 万股普通股（或等价证券）。</p><p style=\"text-align: justify;\">Consensys Software Inc.作为主要投资者领投，参与方包括 ParaFi Capital、Electric Capital、Pantera Capital、Galaxy Digital 等知名加密风投机构。交易预计于 5 月 29 日完成。</p><p style=\"text-align: justify;\">SharpLink 计划将募集资金用于购买以太坊作为公司主要财库储备资产。交易完成后，以太坊联合创始人、Consensys 创始人兼 CEO Joseph Lubin 将出任 SharpLink 董事会主席，并将作为战略顾问协助公司发展核心业务</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/414360f2ef7b5c785cb936b4a9b53a44","relate_stocks":{"SBET":"SharpLink Gaming"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123421065","content_text":"本周二（5月27日），体育博彩运营商 SharpLink Gaming 一度飙升近500%，截至发稿报40美元，涨幅495.24%：消息面上，公司今日宣布已签署证券购买协议，进行 4.25 亿美元的公开公司私募投资（PIPE），计划以 6.15 美元/股（公司管理团队成员为 6.72 美元/股）的价格发行约 6910 万股普通股（或等价证券）。Consensys Software Inc.作为主要投资者领投，参与方包括 ParaFi Capital、Electric Capital、Pantera Capital、Galaxy Digital 等知名加密风投机构。交易预计于 5 月 29 日完成。SharpLink 计划将募集资金用于购买以太坊作为公司主要财库储备资产。交易完成后，以太坊联合创始人、Consensys 创始人兼 CEO Joseph Lubin 将出任 SharpLink 董事会主席，并将作为战略顾问协助公司发展核心业务","news_type":1,"symbols_score_info":{"ETHmain":1,"SBET":1.1}},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409246695297416,"gmtCreate":1740931177159,"gmtModify":1740931178506,"author":{"id":"3549000593572713","authorId":"3549000593572713","name":"老刘_2177","avatar":"https://static.tigerbbs.com/c8a75c0d1973fc4fce9f375db128311e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549000593572713","authorIdStr":"3549000593572713"},"themes":[],"htmlText":"三大指数跌了10～15%，跌的脸都青了[惊讶]&nbsp;&nbsp;","listText":"三大指数跌了10～15%，跌的脸都青了[惊讶]&nbsp;&nbsp;","text":"三大指数跌了10～15%，跌的脸都青了[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409246695297416","repostId":"2516340655","repostType":2,"repost":{"id":"2516340655","kind":"news","pubTimestamp":1740870017,"share":"https://www.laohu8.com/m/news/2516340655?lang=&edition=full","pubTime":"2025-03-02 07:00","market":"us","language":"zh","title":"特朗普还把美股当KPI吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2516340655","media":"华尔街见闻","summary":"似乎，特朗普2.0时期已经不再唯美股马首是瞻，其目光已投向低收益率和经济结构的转型。市场相信“特朗普看涨期权”，若后续政策偏离“市场友好”，不及市场预期，那么信任可能瓦解，市场或迎来“信任危机”。","content":"<html><head></head><body><blockquote><p>似乎，特朗普2.0时期已经不再唯美股马首是瞻，其目光已投向低收益率和经济结构的转型。市场相信“特朗普看涨期权”，若后续政策偏离“市场友好”，不及市场预期，那么信任可能瓦解，市场或迎来“信任危机”。</p></blockquote><p style=\"text-align: left;\">特朗普重返政坛后，其经济政策重心似有转变。</p><p style=\"text-align: left;\">与1.0时期频频炫耀美股涨幅不同，这一次，他鲜少提及股市，而是更聚焦压低长期债券收益率。</p><p style=\"text-align: left;\">这一变化引发疑问：曾经被特朗普政府奉为圭臬，甚至被视为“KPI”的美股市场，优先级是否已经降低？各类不确定性的政策，是否正动摇市场信心？</p><h2 id=\"id_4017392976\" style=\"text-align: left;\">特朗普的“新KPI”猜想：不再唯美股论？</h2><p style=\"text-align: left;\">总部位于香港的知名投研机构Gavekal Research创始人Louis-Vincent Gave在与美银美林的交流中认为，<strong>特朗普2.0的政策优先级已转向维持低长期债券收益率。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc08682086b6e46513c3f2d657ef05d3\" tg-width=\"1024\" tg-height=\"189\"/></p><p style=\"text-align: left;\">Gave拿美国财政部长Scott Bessent和埃隆·马斯克的采访发言佐证自己的观点：</p><blockquote><p style=\"text-align: left;\">“美国财政部长斯科特·贝森特和埃隆·马斯克都在不同的采访中提到，特朗普政府的首要任务是确保长期债券收益率不上升。”</p></blockquote><h2 id=\"id_1929458232\" style=\"text-align: left;\">政策的不确定性与信任危机</h2><p style=\"text-align: left;\"><strong>美银分析师Claudio Irigoyen认为，特朗普2.0的不确定性正动摇市场信心。</strong></p><p style=\"text-align: left;\">Irigoyen将特朗普2.0时期的经济政策称为“游戏规则的改变”，认为关税威胁、移民收紧、财政赤字高企、公共部门改革、外交调整等等政策，构成一团迷雾，市场难判其对经济活动和通胀的影响，美联储是加息还是降息也众说纷纭。</p><p style=\"text-align: left;\">Irigoyen在报告中写道：</p><blockquote><p style=\"text-align: left;\">“不出所料，这种分歧正开始影响股市。”</p></blockquote><p style=\"text-align: left;\">美银的分析师继续拿走弱的宏观数据印证“混乱叙事”：</p><blockquote><p style=\"text-align: left;\">在上周密歇根调查显示通胀预期上升之后，本周消费者信心指数和2月份PMI预览值均大幅下降...</p><p style=\"text-align: left;\">商业调查发现，美国政府政策举措的不确定性，关税被认为是制造业价格上涨的主要原因。</p><p style=\"text-align: left;\">有趣的是，当我们对整体PMI下降进行分类时，我们发现服务业明显下降，制造业增加，这可能是消费篮子再平衡和预期关税上调的前兆。</p><p style=\"text-align: left;\">然而，我们需要对软数据持保留态度。在2022-23年期间，信心指数一直在下降，而与此同时，消费却出人意料地上升。</p></blockquote><p style=\"text-align: left;\"><strong>尽管如此，美股尚未崩盘。Irigoyen分析称，市场相信特朗普不会让政策伤及美国企业及股市，其保护主义措施或“雷声大雨点小”，执行力度低于预期。</strong></p><p style=\"text-align: left;\">Irigoyen认为，<strong>这种“特朗普看涨期权”支撑了资产价格与宏观数据的分化。但若后续政策偏离“市场友好”，不及市场预期，那么信任可能瓦解，市场或迎来“信任危机”。</strong></p><h2 id=\"id_2885460078\" style=\"text-align: left;\">野村证券的“温和衰退”论</h2><p style=\"text-align: left;\">在美银的分析师们被特朗普的政策搞的晕头转向的时候，野村的分析师Charlie McElligott提出了一个有趣的观点——<strong>特朗普或有意通过“温和衰退”重塑经济。</strong></p><p style=\"text-align: left;\">具体内容我们在之前的文章里有提及，概括一下就是，<strong>McElligott认为，特朗普希望建议削减政府支出和就业、加征关税，以打破美国经济对公共部门的依赖，激发私营部门活力。</strong></p><p style=\"text-align: left;\"><strong>短期内，这可能引发经济阵痛；长期看，则可能降低利率、削弱美元，为增长铺路。</strong></p><p style=\"text-align: left;\">总结一下三份报告的观点，似乎，特朗普2.0时期已经不再唯美股马首是瞻，其目光已投向低收益率和经济结构的转型。市场虽有“特朗普看涨期权”作为“保护网”保持稳定，但不确定性和“温和衰退”前景正给美股带来震荡风险。</p></body></html>","source":"wallstreetcn_hot_news","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>特朗普还把美股当KPI吗？</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普还把美股当KPI吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-02 07:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3742172><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>似乎，特朗普2.0时期已经不再唯美股马首是瞻，其目光已投向低收益率和经济结构的转型。市场相信“特朗普看涨期权”，若后续政策偏离“市场友好”，不及市场预期，那么信任可能瓦解，市场或迎来“信任危机”。特朗普重返政坛后，其经济政策重心似有转变。与1.0时期频频炫耀美股涨幅不同，这一次，他鲜少提及股市，而是更聚焦压低长期债券收益率。这一变化引发疑问：曾经被特朗普政府奉为圭臬，甚至被视为“KPI”的美股市场...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3742172\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ce0479f0b71c3ca0d8589a2841fc303b","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3742172","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2516340655","content_text":"似乎，特朗普2.0时期已经不再唯美股马首是瞻，其目光已投向低收益率和经济结构的转型。市场相信“特朗普看涨期权”，若后续政策偏离“市场友好”，不及市场预期，那么信任可能瓦解，市场或迎来“信任危机”。特朗普重返政坛后，其经济政策重心似有转变。与1.0时期频频炫耀美股涨幅不同，这一次，他鲜少提及股市，而是更聚焦压低长期债券收益率。这一变化引发疑问：曾经被特朗普政府奉为圭臬，甚至被视为“KPI”的美股市场，优先级是否已经降低？各类不确定性的政策，是否正动摇市场信心？特朗普的“新KPI”猜想：不再唯美股论？总部位于香港的知名投研机构Gavekal Research创始人Louis-Vincent Gave在与美银美林的交流中认为，特朗普2.0的政策优先级已转向维持低长期债券收益率。Gave拿美国财政部长Scott Bessent和埃隆·马斯克的采访发言佐证自己的观点：“美国财政部长斯科特·贝森特和埃隆·马斯克都在不同的采访中提到，特朗普政府的首要任务是确保长期债券收益率不上升。”政策的不确定性与信任危机美银分析师Claudio Irigoyen认为，特朗普2.0的不确定性正动摇市场信心。Irigoyen将特朗普2.0时期的经济政策称为“游戏规则的改变”，认为关税威胁、移民收紧、财政赤字高企、公共部门改革、外交调整等等政策，构成一团迷雾，市场难判其对经济活动和通胀的影响，美联储是加息还是降息也众说纷纭。Irigoyen在报告中写道：“不出所料，这种分歧正开始影响股市。”美银的分析师继续拿走弱的宏观数据印证“混乱叙事”：在上周密歇根调查显示通胀预期上升之后，本周消费者信心指数和2月份PMI预览值均大幅下降...商业调查发现，美国政府政策举措的不确定性，关税被认为是制造业价格上涨的主要原因。有趣的是，当我们对整体PMI下降进行分类时，我们发现服务业明显下降，制造业增加，这可能是消费篮子再平衡和预期关税上调的前兆。然而，我们需要对软数据持保留态度。在2022-23年期间，信心指数一直在下降，而与此同时，消费却出人意料地上升。尽管如此，美股尚未崩盘。Irigoyen分析称，市场相信特朗普不会让政策伤及美国企业及股市，其保护主义措施或“雷声大雨点小”，执行力度低于预期。Irigoyen认为，这种“特朗普看涨期权”支撑了资产价格与宏观数据的分化。但若后续政策偏离“市场友好”，不及市场预期，那么信任可能瓦解，市场或迎来“信任危机”。野村证券的“温和衰退”论在美银的分析师们被特朗普的政策搞的晕头转向的时候，野村的分析师Charlie McElligott提出了一个有趣的观点——特朗普或有意通过“温和衰退”重塑经济。具体内容我们在之前的文章里有提及，概括一下就是，McElligott认为，特朗普希望建议削减政府支出和就业、加征关税，以打破美国经济对公共部门的依赖，激发私营部门活力。短期内，这可能引发经济阵痛；长期看，则可能降低利率、削弱美元，为增长铺路。总结一下三份报告的观点，似乎，特朗普2.0时期已经不再唯美股马首是瞻，其目光已投向低收益率和经济结构的转型。市场虽有“特朗普看涨期权”作为“保护网”保持稳定，但不确定性和“温和衰退”前景正给美股带来震荡风险。","news_type":1,"symbols_score_info":{".DJI":1.1,".IXIC":1.1,".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400754034000328,"gmtCreate":1738847814165,"gmtModify":1738847816389,"author":{"id":"3549000593572713","authorId":"3549000593572713","name":"老刘_2177","avatar":"https://static.tigerbbs.com/c8a75c0d1973fc4fce9f375db128311e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549000593572713","authorIdStr":"3549000593572713"},"themes":[],"htmlText":"是小摩，不是大摩","listText":"是小摩，不是大摩","text":"是小摩，不是大摩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400754034000328","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{ 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#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":{},"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":696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396117690888584,"gmtCreate":1737730804565,"gmtModify":1737730805462,"author":{"id":"3549000593572713","authorId":"3549000593572713","name":"老刘_2177","avatar":"https://static.tigerbbs.com/c8a75c0d1973fc4fce9f375db128311e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549000593572713","authorIdStr":"3549000593572713"},"themes":[],"htmlText":"[得意]","listText":"[得意]","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/396117690888584","isVote":1,"tweetType":1,"viewCount":1353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388829444145560,"gmtCreate":1735969795560,"gmtModify":1735969797313,"author":{"id":"3549000593572713","authorId":"3549000593572713","name":"老刘_2177","avatar":"https://static.tigerbbs.com/c8a75c0d1973fc4fce9f375db128311e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549000593572713","authorIdStr":"3549000593572713"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388829444145560","isVote":1,"tweetType":1,"viewCount":770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386645211480600,"gmtCreate":1735440682049,"gmtModify":1735441276326,"author":{"id":"3549000593572713","authorId":"3549000593572713","name":"老刘_2177","avatar":"https://static.tigerbbs.com/c8a75c0d1973fc4fce9f375db128311e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549000593572713","authorIdStr":"3549000593572713"},"themes":[],"htmlText":"这像Protestantismc产生天主教新教徒？","listText":"这像Protestantismc产生天主教新教徒？","text":"这像Protestantismc产生天主教新教徒？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386645211480600","isVote":1,"tweetType":1,"viewCount":1159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382194685268208,"gmtCreate":1734340197647,"gmtModify":1734340199789,"author":{"id":"3549000593572713","authorId":"3549000593572713","name":"老刘_2177","avatar":"https://static.tigerbbs.com/c8a75c0d1973fc4fce9f375db128311e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549000593572713","authorIdStr":"3549000593572713"},"themes":[],"htmlText":"高盛割了把韭菜","listText":"高盛割了把韭菜","text":"高盛割了把韭菜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382194685268208","repostId":"1126309919","repostType":2,"repost":{"id":"1126309919","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":1734339859,"share":"https://www.laohu8.com/m/news/1126309919?lang=&edition=full","pubTime":"2024-12-16 17:04","market":"us","language":"zh","title":"超微电脑盘前大跌，公司被从纳斯达克100指数中剔除","url":"https://stock-news.laohu8.com/highlight/detail?id=1126309919","media":"老虎资讯综合","summary":"这通常会导致抛售压力。","content":"<html><head></head><body><p>12月16日周一，超微电脑盘前大跌超11%，该公司被从纳斯达克100指数中剔除。这通常会导致抛售压力。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc4064ce351d71fd856af0b10df8756c\" tg-width=\"450\" tg-height=\"130\"/></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>超微电脑盘前大跌，公司被从纳斯达克100指数中剔除</title>\n<style 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17:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月16日周一，超微电脑盘前大跌超11%，该公司被从纳斯达克100指数中剔除。这通常会导致抛售压力。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc4064ce351d71fd856af0b10df8756c\" tg-width=\"450\" tg-height=\"130\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3790904aeba7e2cfff0c8a8d8a7d431e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126309919","content_text":"12月16日周一，超微电脑盘前大跌超11%，该公司被从纳斯达克100指数中剔除。这通常会导致抛售压力。","news_type":1,"symbols_score_info":{"SMCI":1.1}},"isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375491092107320,"gmtCreate":1732703666058,"gmtModify":1732703667468,"author":{"id":"3549000593572713","authorId":"3549000593572713","name":"老刘_2177","avatar":"https://static.tigerbbs.com/c8a75c0d1973fc4fce9f375db128311e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549000593572713","authorIdStr":"3549000593572713"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$&nbsp;</a>[微笑]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$&nbsp;</a>[微笑]&nbsp;&nbsp;","text":"$戴尔(DELL)$ [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375491092107320","isVote":1,"tweetType":1,"viewCount":1432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}