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五福临门666
五福临门666
·
03-19
$英伟达(NVDA)$
现在美股科技的远期市盈率已经非常低了，微软跟2022年加息的时候一样，英伟达比2022加息还要低，难道美国也要通缩吗？这太不可思议了！
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五福临门666
五福临门666
·
03-17
这是人话吗
杰富瑞：美国AI泡沬至少两年才会形成，已减持美国科技股，高配中国科技股
AI会导致各国就业增长减少及通胀放缓。
杰富瑞：美国AI泡沬至少两年才会形成，已减持美国科技股，高配中国科技股
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五福临门666
五福临门666
·
03-07
英伟达12个月翻倍市盈率也能压在60左右，远期市盈率还要更低，也没啥不可能。
英伟达股价能在12个月内翻倍吗？这位分析师认为可以
英伟达的这段沉寂期不可能持续太久。
英伟达股价能在12个月内翻倍吗？这位分析师认为可以
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五福临门666
五福临门666
·
03-07
$英伟达(NVDA)$
博通月线上看已经启动行情了，达子还装死不合适了吧。。。。
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五福临门666
五福临门666
·
02-18
$微软(MSFT)$
我发现一个非常有趣的事情，微软，谷歌的市盈率居然被砸的比可口可乐还要低了，难道卖糖水比互联网，ai科技更有发展？哈哈哈哈
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五福临门666
五福临门666
·
02-18
ai泡沫风险是无脑看空！英伟达博通的利润增长完全支撑的起市盈率，甚至还很便宜，微软谷歌市盈率已经比可口可乐还低了，难道卖糖水比科技更有未来吗？这太疯狂了！
英伟达业绩公布在即，市场观点分歧
随着英伟达 (NVDA) 2月25日财报公布日期临近，关于人工智能投资回报率的辩论持续发酵。看涨者认为超大规模企业的支出将持续，而看跌者则警示泡沫风险。英伟达周二早盘下跌0.7%。 海量资讯、精准解读，尽在新浪财经APP 责任编辑：张俊 SF065
英伟达业绩公布在即，市场观点分歧
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五福临门666
五福临门666
·
02-17
啥资本开支大，现金流支撑不住，这不都是笑话一样吗？都是机构宣传的伪命题！他们故意打压英伟达，自己买入，也是该整理一段时间了。
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五福临门666
五福临门666
·
02-10
ai才刚刚开始布局，泡沫论言之尚早。
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五福临门666
五福临门666
·
02-05
$白银ETF-iShares(SLV)$
白银第二次探底，目前看白银期货没有跌破上次低位，短期又要反弹一波了，可能还有第三次探底，正常也不会超过第二次低位，如果这样走振荡反弹的趋势就有了，情绪面会缓和很多，而且今天金银比回到了63，白银风险基本出清。 长期看黄金白银，我坚定看多，各国央行减少美元储备，配置黄金，白银是趋势，俄罗斯美元被冻结，各国谁不害怕！ 美联储降息周期没有变，沃什担任美联储主席也就是一票，鲍威尔也没有退休，继续担任美联储理事，还是有一票。美联储重大决策都是要投票决定的。 实物白银就是需求大于供应，中长期需求只会增加，短期白银供应难以提高，实物上涨，指数也要对应。
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五福临门666
五福临门666
·
02-03
$白银ETF-iShares(SLV)$
白银经过30%暴跌后确定反弹趋势，我认为短期第一波反弹最少涨20%，调整几个礼拜，开始第二轮上涨，如果强势，第二轮上涨会破新高，如果不够强，也会接近新高。 这**跌主要还是杠杆爆仓了，消息面沃什鹰的消息吓坏了市场，但是这只是一个消息，目前政策什么都没变，就是特朗普一个推特，美联储政策是要根据美国经济基本面决定的，就算沃什上去也不能为所欲为（变动还很大，上不上难说，鹰不鹰也难说）。鹰也没啥用，美国问题他解决不了嘛。 本来我也有点挺慌，但是看到无数网友被暴跌吓傻了，甚至说30年大顶，华尔街血洗，现在买就是接飞刀，白银就值8快，没人要了，这些没用逻辑的言论一时之间甚嚣尘上，冷静下来想想我要抄底了，2月2号盘前我就加仓了30万白银，我大胆预测今年黄金白银还要新高。
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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杰富瑞：美国AI泡沬至少两年才会形成，已减持美国科技股，高配中国科技股\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\">2026-03-17 15:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>杰富瑞(Jefferies)全球宏观策略师Mohit Kumar表示，目前不太忧虑美国人工智能(AI)发展出泡沬，即使未来会有泡沬，估计亦需时至少两年时间才会形成。Kumar解释，现在美国超大规模云服务商(Hyperscalers)，其大部分AI资本开支都是来自现金，企业就AI投资而作出的借贷杠杆水平不高，估计要到明年底，借贷杠杆才会升至1999年至2000年科网泡沬时期的水平。</p><p><strong>但他坦言近期已减持美国科技股持仓，原因是市场开始质疑有关资本开支能够带来多少回报。与此同时，Kumar改为高配中国科技股，称相信中国科技股在未来几年甚至几十年都会是大赢家，原因是中国的大模型如DeepSeek，能够以较美国同业为低的成本，做出质素仅略逊于美国同业的大模型。</strong></p><p>Kumar预期美国今年下半年将减息两次，指AI会导致各国就业增长减少及通胀放缓，继而推动全球央行币策更为偏向鸽派。他续指，在各国财政扩张之下，全球流动性已较过往两年大增，这些资金最终都会流入不同资产类别，利好资产表现。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/277a0aa3d579d4bdcbda0598e0c059ca","relate_stocks":{"BABA":"阿里巴巴","BIDU":"百度","00700":"腾讯控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132677298","content_text":"杰富瑞(Jefferies)全球宏观策略师Mohit Kumar表示，目前不太忧虑美国人工智能(AI)发展出泡沬，即使未来会有泡沬，估计亦需时至少两年时间才会形成。Kumar解释，现在美国超大规模云服务商(Hyperscalers)，其大部分AI资本开支都是来自现金，企业就AI投资而作出的借贷杠杆水平不高，估计要到明年底，借贷杠杆才会升至1999年至2000年科网泡沬时期的水平。但他坦言近期已减持美国科技股持仓，原因是市场开始质疑有关资本开支能够带来多少回报。与此同时，Kumar改为高配中国科技股，称相信中国科技股在未来几年甚至几十年都会是大赢家，原因是中国的大模型如DeepSeek，能够以较美国同业为低的成本，做出质素仅略逊于美国同业的大模型。Kumar预期美国今年下半年将减息两次，指AI会导致各国就业增长减少及通胀放缓，继而推动全球央行币策更为偏向鸽派。他续指，在各国财政扩张之下，全球流动性已较过往两年大增，这些资金最终都会流入不同资产类别，利好资产表现。","news_type":1,"symbols_score_info":{"00700":2,"BIDU":2,"BABA":2}},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539845737956744,"gmtCreate":1772816407608,"gmtModify":1772816410686,"author":{"id":"4093185301808780","authorId":"4093185301808780","name":"五福临门666","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093185301808780","idStr":"4093185301808780"},"themes":[],"title":"","htmlText":"英伟达12个月翻倍市盈率也能压在60左右，远期市盈率还要更低，也没啥不可能。","listText":"英伟达12个月翻倍市盈率也能压在60左右，远期市盈率还要更低，也没啥不可能。","text":"英伟达12个月翻倍市盈率也能压在60左右，远期市盈率还要更低，也没啥不可能。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/539845737956744","repostId":"1143640955","repostType":2,"repost":{"id":"1143640955","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":1772795662,"share":"https://www.laohu8.com/m/news/1143640955?lang=zh_CN&edition=full","pubTime":"2026-03-06 19:14","market":"us","language":"zh","title":"英伟达股价能在12个月内翻倍吗？这位分析师认为可以","url":"https://stock-news.laohu8.com/highlight/detail?id=1143640955","media":"老虎资讯综合","summary":"英伟达的这段沉寂期不可能持续太久。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 股价最近一直没有太大进展。但根据Tigress Financial Partners分析师的观点，这种情况可能很快会改变，他们预计该股在未来一年内几乎可能翻倍。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/833d1159467d7d0b1dfc5db448d83634\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>由于市场对人工智能投资主题的整体热情有所降温，英伟达股价已经连续数月处于区间震荡的交易模式。但与此同时，这只股票的估值也在不断变得更便宜。</p><p>根据FactSet的数据，英伟达目前的股价对应未来12个月预期收益的市盈率不到22倍。尽管市场预计英伟达在这段时间内的盈利将增长69%，远高于平均水平，但这一估值基本与大盘S&P 500指数相当。</p><p>Ivan Feinseth（Tigress Financial分析师）认为，英伟达的这段沉寂期不可能持续太久。他在周四的一份研究报告中将该股的12个月目标价从350美元上调至360美元，并重申“强力买入”（Strong Buy）评级。</p><p>这是一个相当大胆的预测——目前英伟达股价约为183美元，公司市值约为4.46万亿美元。Feinseth的目标价意味着该公司明年的市值可能接近9万亿美元。这也是FactSet跟踪的所有华尔街分析师中，对英伟达给出的最高目标价，而平均目标价为267.69美元。</p><p>Feinseth写道：“2026年领先的超大规模数据中心运营商和云服务提供商的合计资本支出预计将超过6500亿美元，其中英伟达将获得相当大的一部分。”</p><p>他补充说：“<strong>英伟达的增长正受益于一个规模庞大且持续时间很长的人工智能与加速计算机会。到2030年，AI基础设施支出预计将达到3万亿至4万亿美元。</strong>”</p><p>具体来看，Feinseth预计英伟达在未来12个月将实现4055.5亿美元的营收，以及2907.8亿美元的息税折旧摊销及重组前利润（EBITDAR），或2009.8亿美元的税后净经营利润。</p><p>Feinseth之所以得出这一明显高于市场的目标价，是因为他对英伟达未来12个月的EBITDAR预测给予30倍估值倍数，对税后净经营利润预测给予44倍倍数。</p><p>不过，如果英伟达股价要重新启动上涨，更广泛的市场可能需要对大型科技股整体态度发生明显转变。近期大型科技股并不受市场青睐，同时投资者也担心来自 <a href=\"https://laohu8.com/S/AVGO\">博通</a> 和 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 等公司的竞争威胁。</p><p>英伟达接下来最可能的催化剂是其将于3月16日至19日举行的Nvidia GTC大会。如果最乐观的股价预测要实现，这家芯片制造商很可能需要在大会上展示一些重要的硬件创新成果。</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>英伟达股价能在12个月内翻倍吗？这位分析师认为可以</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英伟达股价能在12个月内翻倍吗？这位分析师认为可以\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\">2026-03-06 19:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 股价最近一直没有太大进展。但根据Tigress Financial Partners分析师的观点，这种情况可能很快会改变，他们预计该股在未来一年内几乎可能翻倍。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/833d1159467d7d0b1dfc5db448d83634\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>由于市场对人工智能投资主题的整体热情有所降温，英伟达股价已经连续数月处于区间震荡的交易模式。但与此同时，这只股票的估值也在不断变得更便宜。</p><p>根据FactSet的数据，英伟达目前的股价对应未来12个月预期收益的市盈率不到22倍。尽管市场预计英伟达在这段时间内的盈利将增长69%，远高于平均水平，但这一估值基本与大盘S&P 500指数相当。</p><p>Ivan Feinseth（Tigress Financial分析师）认为，英伟达的这段沉寂期不可能持续太久。他在周四的一份研究报告中将该股的12个月目标价从350美元上调至360美元，并重申“强力买入”（Strong Buy）评级。</p><p>这是一个相当大胆的预测——目前英伟达股价约为183美元，公司市值约为4.46万亿美元。Feinseth的目标价意味着该公司明年的市值可能接近9万亿美元。这也是FactSet跟踪的所有华尔街分析师中，对英伟达给出的最高目标价，而平均目标价为267.69美元。</p><p>Feinseth写道：“2026年领先的超大规模数据中心运营商和云服务提供商的合计资本支出预计将超过6500亿美元，其中英伟达将获得相当大的一部分。”</p><p>他补充说：“<strong>英伟达的增长正受益于一个规模庞大且持续时间很长的人工智能与加速计算机会。到2030年，AI基础设施支出预计将达到3万亿至4万亿美元。</strong>”</p><p>具体来看，Feinseth预计英伟达在未来12个月将实现4055.5亿美元的营收，以及2907.8亿美元的息税折旧摊销及重组前利润（EBITDAR），或2009.8亿美元的税后净经营利润。</p><p>Feinseth之所以得出这一明显高于市场的目标价，是因为他对英伟达未来12个月的EBITDAR预测给予30倍估值倍数，对税后净经营利润预测给予44倍倍数。</p><p>不过，如果英伟达股价要重新启动上涨，更广泛的市场可能需要对大型科技股整体态度发生明显转变。近期大型科技股并不受市场青睐，同时投资者也担心来自 <a href=\"https://laohu8.com/S/AVGO\">博通</a> 和 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 等公司的竞争威胁。</p><p>英伟达接下来最可能的催化剂是其将于3月16日至19日举行的Nvidia GTC大会。如果最乐观的股价预测要实现，这家芯片制造商很可能需要在大会上展示一些重要的硬件创新成果。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143640955","content_text":"英伟达 股价最近一直没有太大进展。但根据Tigress Financial Partners分析师的观点，这种情况可能很快会改变，他们预计该股在未来一年内几乎可能翻倍。由于市场对人工智能投资主题的整体热情有所降温，英伟达股价已经连续数月处于区间震荡的交易模式。但与此同时，这只股票的估值也在不断变得更便宜。根据FactSet的数据，英伟达目前的股价对应未来12个月预期收益的市盈率不到22倍。尽管市场预计英伟达在这段时间内的盈利将增长69%，远高于平均水平，但这一估值基本与大盘S&P 500指数相当。Ivan Feinseth（Tigress Financial分析师）认为，英伟达的这段沉寂期不可能持续太久。他在周四的一份研究报告中将该股的12个月目标价从350美元上调至360美元，并重申“强力买入”（Strong Buy）评级。这是一个相当大胆的预测——目前英伟达股价约为183美元，公司市值约为4.46万亿美元。Feinseth的目标价意味着该公司明年的市值可能接近9万亿美元。这也是FactSet跟踪的所有华尔街分析师中，对英伟达给出的最高目标价，而平均目标价为267.69美元。Feinseth写道：“2026年领先的超大规模数据中心运营商和云服务提供商的合计资本支出预计将超过6500亿美元，其中英伟达将获得相当大的一部分。”他补充说：“英伟达的增长正受益于一个规模庞大且持续时间很长的人工智能与加速计算机会。到2030年，AI基础设施支出预计将达到3万亿至4万亿美元。”具体来看，Feinseth预计英伟达在未来12个月将实现4055.5亿美元的营收，以及2907.8亿美元的息税折旧摊销及重组前利润（EBITDAR），或2009.8亿美元的税后净经营利润。Feinseth之所以得出这一明显高于市场的目标价，是因为他对英伟达未来12个月的EBITDAR预测给予30倍估值倍数，对税后净经营利润预测给予44倍倍数。不过，如果英伟达股价要重新启动上涨，更广泛的市场可能需要对大型科技股整体态度发生明显转变。近期大型科技股并不受市场青睐，同时投资者也担心来自 博通 和 美国超微公司 等公司的竞争威胁。英伟达接下来最可能的催化剂是其将于3月16日至19日举行的Nvidia GTC大会。如果最乐观的股价预测要实现，这家芯片制造商很可能需要在大会上展示一些重要的硬件创新成果。","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568881705284127","authorId":"3568881705284127","name":"MMSimona","avatar":"https://static.tigerbbs.com/84863575ef7ab84a3f4f2460f5f82f91","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3568881705284127","idStr":"3568881705284127"},"content":"英伟达我没有赢过😪","text":"英伟达我没有赢过😪","html":"英伟达我没有赢过😪"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539841518576864,"gmtCreate":1772815333203,"gmtModify":1772815335094,"author":{"id":"4093185301808780","authorId":"4093185301808780","name":"五福临门666","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093185301808780","idStr":"4093185301808780"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 博通月线上看已经启动行情了，达子还装死不合适了吧。。。。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 博通月线上看已经启动行情了，达子还装死不合适了吧。。。。","text":"$英伟达(NVDA)$ 博通月线上看已经启动行情了，达子还装死不合适了吧。。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539841518576864","isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":533841420068248,"gmtCreate":1771353385652,"gmtModify":1771353387925,"author":{"id":"4093185301808780","authorId":"4093185301808780","name":"五福临门666","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093185301808780","idStr":"4093185301808780"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a><v-v data-views=\"1\"></v-v> 我发现一个非常有趣的事情，微软，谷歌的市盈率居然被砸的比可口可乐还要低了，难道卖糖水比互联网，ai科技更有发展？哈哈哈哈","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a><v-v data-views=\"1\"></v-v> 我发现一个非常有趣的事情，微软，谷歌的市盈率居然被砸的比可口可乐还要低了，难道卖糖水比互联网，ai科技更有发展？哈哈哈哈","text":"$微软(MSFT)$ 我发现一个非常有趣的事情，微软，谷歌的市盈率居然被砸的比可口可乐还要低了，难道卖糖水比互联网，ai科技更有发展？哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/533841420068248","isVote":1,"tweetType":1,"viewCount":14868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":533840681514544,"gmtCreate":1771353152867,"gmtModify":1771372604008,"author":{"id":"4093185301808780","authorId":"4093185301808780","name":"五福临门666","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093185301808780","idStr":"4093185301808780"},"themes":[],"title":"","htmlText":"ai泡沫风险是无脑看空！英伟达博通的利润增长完全支撑的起市盈率，甚至还很便宜，微软谷歌市盈率已经比可口可乐还低了，难道卖糖水比科技更有未来吗？这太疯狂了！","listText":"ai泡沫风险是无脑看空！英伟达博通的利润增长完全支撑的起市盈率，甚至还很便宜，微软谷歌市盈率已经比可口可乐还低了，难道卖糖水比科技更有未来吗？这太疯狂了！","text":"ai泡沫风险是无脑看空！英伟达博通的利润增长完全支撑的起市盈率，甚至还很便宜，微软谷歌市盈率已经比可口可乐还低了，难道卖糖水比科技更有未来吗？这太疯狂了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/533840681514544","repostId":"2612963465","repostType":2,"repost":{"id":"2612963465","kind":"news","pubTimestamp":1771343880,"share":"https://www.laohu8.com/m/news/2612963465?lang=zh_CN&edition=full","pubTime":"2026-02-17 23:58","market":"sg","language":"zh","title":"英伟达业绩公布在即，市场观点分歧","url":"https://stock-news.laohu8.com/highlight/detail?id=2612963465","media":"环球市场播报","summary":"随着英伟达 (NVDA) 2月25日财报公布日期临近，关于人工智能投资回报率的辩论持续发酵。看涨者认为超大规模企业的支出将持续，而看跌者则警示泡沫风险。英伟达周二早盘下跌0.7%。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065","content":"<html><body><div>\n<p>随着<a href=\"https://laohu8.com/S/NVDA\">英伟达</a> (NVDA) 2月25日财报公布日期临近，关于人工智能投资回报率的辩论持续发酵。看涨者认为超大规模企业的支出将持续，而看跌者则警示泡沫风险。英伟达周二早盘下跌0.7%。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：张俊 SF065</p>\n</div></body></html>","source":"sina","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>英伟达业绩公布在即，市场观点分歧</title>\n<style 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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英伟达业绩公布在即，市场观点分歧\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-17 23:58 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2026-02-17/doc-inhncznu4809760.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着英伟达 (NVDA) 2月25日财报公布日期临近，关于人工智能投资回报率的辩论持续发酵。看涨者认为超大规模企业的支出将持续，而看跌者则警示泡沫风险。英伟达周二早盘下跌0.7%。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-02-17/doc-inhncznu4809760.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","BK4527":"明星科技股","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU2168563687.JPY":"AZ ALLOCATION - TREND 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