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显卡之王

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- 显卡之王显卡之王
  ·09-18 00:17
  最少 50，可能 75 甚至 100
  117 评论
  1
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- 显卡之王显卡之王
  ·09-02
  我真不知道最后会怎么收场，呵呵
  316 评论
  1
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- 显卡之王显卡之王
  ·08-27
  $英伟达(NVDA)$ 今晚直接上 260 以上了
  180 评论
  1
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- 显卡之王显卡之王
  ·08-23
  这次财报极度的炸裂，前所未见，闻所未闻。数据高的离谱到让人无法相信。
  财报前瞻丨英伟达二季报，或用盈利改善+需求强劲再次提振行情
  财报有望提供“催化剂”，回调就是入场机会？
  财报前瞻丨英伟达二季报，或用盈利改善+需求强劲再次提振行情
  226 评论
  2
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- 显卡之王显卡之王
  ·07-29
  $英伟达(NVDA)$ 后半夜上 180 稳了。
  1,162 1
  3
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- 显卡之王显卡之王
  ·07-29
  $Tradr 1.5X Short NVDA Daily ETF(NVDS)$
  311 评论
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- 显卡之王显卡之王
  ·06-26
  把说不定去掉，换成绝对
  886 评论
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- 显卡之王显卡之王
  ·06-06
  $NVDA 20250703 115.0 PUT$ 我是在作死
  1,013 评论
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- 显卡之王显卡之王
  ·06-03
  $英伟达(NVDA)$ 这次必破前高。
  990 评论
  4
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- 显卡之王显卡之王
  ·05-29
  追涨杀跌，踏空怨妇回来了
  财报前抢筹超3.4万股！木头姐旗下ARK ETF加仓英伟达
  智通财经APP获悉，ARK Invest掌门人Cathie Wood周二进行增持操作，在英伟达公布财报前夕大举买入34,543股芯片巨头股票。具体来看，其旗舰产品ARK创新ETF增持21,504股，ARK下一代互联网ETF买入13,039股。此次操作使英伟达在ARKK的持仓排名上升至第29位，在ARKW的持仓位次提升至第24位。当前持仓数据显示，尽管英伟达尚未进入ARKK前十大重仓股，但本次加仓后其权重排名较一季度末已显著提升。
  财报前抢筹超3.4万股！木头姐旗下ARK ETF加仓英伟达
  997 评论
  2
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50，可能 75 甚至 100","listText":"最少 50，可能 75 甚至 100","text":"最少 50，可能 75 甚至 100","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479648227508480","isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474078746145112,"gmtCreate":1756773575023,"gmtModify":1756773576974,"author":{"id":"4173149581503700","authorId":"4173149581503700","name":"显卡之王","avatar":"https://static.tigerbbs.com/09322b22510beb1d0e83a8d72bd297ac","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4173149581503700","authorIdStr":"4173149581503700"},"themes":[],"htmlText":"我真不知道最后会怎么收场，呵呵","listText":"我真不知道最后会怎么收场，呵呵","text":"我真不知道最后会怎么收场，呵呵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474078746145112","isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472157054206664,"gmtCreate":1756304211699,"gmtModify":1756304212835,"author":{"id":"4173149581503700","authorId":"4173149581503700","name":"显卡之王","avatar":"https://static.tigerbbs.com/09322b22510beb1d0e83a8d72bd297ac","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4173149581503700","authorIdStr":"4173149581503700"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 今晚直接上 260 以上了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 今晚直接上 260 以上了","text":"$英伟达(NVDA)$ 今晚直接上 260 以上了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472157054206664","isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":470588266586120,"gmtCreate":1755920860284,"gmtModify":1755920862088,"author":{"id":"4173149581503700","authorId":"4173149581503700","name":"显卡之王","avatar":"https://static.tigerbbs.com/09322b22510beb1d0e83a8d72bd297ac","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4173149581503700","authorIdStr":"4173149581503700"},"themes":[],"htmlText":"这次财报极度的炸裂，前所未见，闻所未闻。数据高的离谱到让人无法相信。","listText":"这次财报极度的炸裂，前所未见，闻所未闻。数据高的离谱到让人无法相信。","text":"这次财报极度的炸裂，前所未见，闻所未闻。数据高的离谱到让人无法相信。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/470588266586120","repostId":"1123712564","repostType":2,"repost":{"id":"1123712564","kind":"news","weMediaInfo":{"introduction":"专注财报前瞻、财报解析的大模型Agent","home_visible":1,"media_name":"财报Agent","id":"1017018787","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1755768004,"share":"https://www.laohu8.com/m/news/1123712564?lang=&edition=full","pubTime":"2025-08-21 17:20","market":"us","language":"zh","title":"财报前瞻丨英伟达二季报，或用盈利改善+需求强劲再次提振行情","url":"https://stock-news.laohu8.com/highlight/detail?id=1123712564","media":"财报Agent","summary":"财报有望提供“催化剂”，回调就是入场机会？","content":"<html><head></head><body><p><strong><em>摘要：</em></strong><em>AI芯片巨头 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 将于8月27日美股盘后发布2026财年第二季度财报。屡创新高之后，8月19日，英伟达出现3.5%的下跌，引发了对AI概念股的高估值担忧。市场急切希望从英伟达最新财报中看到积极因素，再次为市场注入“催化剂”。</em></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2625b51460d2a8b3cb3183713857994\" tg-width=\"1470\" tg-height=\"701\"/></p><h3 id=\"id_727041255\">一季度业绩回顾</h3><p>2026财年第一季度，英伟达整体营收同比增长69%，达到441亿美元，高于市场预期的431亿美元；净利润187.75亿美元，市场预期207.67亿美元；调整后每股收益为0.96美元，市场预期0.93美元。其中，数据中心营收为391亿美元，较去年同期增长73%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa35dac97d217b9abffc497aa0b3fded\" title=\"来源：英伟达财报\" tg-width=\"1024\" tg-height=\"838\"/><span>来源：英伟达财报</span></p><h3 id=\"id_667651264\">二季度展望</h3><p>英伟达预计第二财季的销售额将达到450亿美元，上下浮动2%。而据彭博社数据，分析师普遍预测英伟达第二财季将实现每股收益约1.01美元，销售额约460.91亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d75cf63c3d3cfa191d055848295046a\" title=\"\" tg-width=\"525\" tg-height=\"60\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/174d67f9c1ca15fadb3757f1e106b46b\" title=\"数据来源：彭博\" tg-width=\"525\" tg-height=\"135\"/><span>数据来源：彭博</span></p><h3 id=\"id_3638991784\">主要看点</h3><ul style=\"\"><li><p><strong>盈利改善</strong></p></li></ul><p>一季度，英伟达调整后净利率下跌至52.77%，主要原因是Blackwell系列产能爬坡和管理研发费用增速较高。本季度由于上述因素都已改善，英伟达的盈利情况料表现积极。</p><p>由于<a href=\"https://laohu8.com/S/TSM\">台积电</a>产能扩张，良品率继续提高，以及GB系列的大规模出货摊低单价，英伟达的毛利率也预计比一季度回升。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd7ca561521c06115190af2d64ae88b4\" title=\"\" tg-width=\"766\" tg-height=\"430\"/></p><ul style=\"\"><li><p><strong>四巨头“撑腰”，数据中心业务继续“爆炸性”增长</strong></p></li></ul><p>目前市场普遍预期英伟达Q2数据中心营收将达420亿-430亿美元，同比增64%。来自Blackwell系列的收入贡献占比预期在90%或者更高。</p><p><a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/META\">Meta</a>四大巨头本季度的资本开支达880亿美元，其中有约1/4会用于购买英伟达芯片，这是稳固的基本盘。同时，四大巨头纷纷上调了全年的资本开支预期，这也保证了英伟达业绩的持续性。</p><ul style=\"\"><li><p><strong>产品迭代带来超预期增量</strong></p></li></ul><p>据业内消息，GB200和300系列的订单远超预期，大厂对AI投入保持热情，上下游都继续增加产能来迎接未来的增长，各家财报会议上也都在表达乐观预期。不光是PCB，CPO，甚至液冷，SOFC等相关标的也大幅上涨。鸿海董事长表示，服务器会出现300%的环比增长，显示了Blackwell需求相当乐观。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d08f31e6ff22f47b830b2af0d0ea7ae\" title=\"\" tg-width=\"1059\" tg-height=\"511\"/></p><ul style=\"\"><li><p><strong>中国市场因素</strong></p></li></ul><p>在H20解禁限售后，中国大厂的订单会被纳入本财季营收。按华尔街的估算，英伟达可获得20亿至30亿美元的增量收入。不过在美国出口限制下，许可证获批的具体时间难以确定。<strong>英伟达的下季度指引中可能会排除来自中国市场的直接收入，</strong>不过，也有值得期待的新进展：据报道，<strong>英伟达正在为中国市场研发一款基于其最新Blackwell架构的新型人工智能(AI)芯片，该芯片的性能将比目前获准销售的H20型号更加强大。</strong></p><p>关注财报会议上是否有对中国业务的特别介绍。</p><h3 id=\"id_2037172172\">大行评级</h3><p>摩根士丹利：维持对英伟达的“买入”评级，将目标价微调至206美元。认为Blackwell GPU供应改善，英伟达拥有持续强劲的客户需求。</p><p>富国银行：将英伟达目标价上调至220美元，维持“增持”评级。看好其强劲需求和恢复向中国销售H20芯片带来的增量机会。</p><p>KeyBanc：将英伟达的目标价从190美元上调至215美元，并维持“增持”评级。</p><p>Susquehanna：将英伟达目标价从180美元上调至210美元，并维持“正面”评级。</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>财报前瞻丨英伟达二季报，或用盈利改善+需求强劲再次提振行情</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财报前瞻丨英伟达二季报，或用盈利改善+需求强劲再次提振行情\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2025-08-21 17:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong><em>摘要：</em></strong><em>AI芯片巨头 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 将于8月27日美股盘后发布2026财年第二季度财报。屡创新高之后，8月19日，英伟达出现3.5%的下跌，引发了对AI概念股的高估值担忧。市场急切希望从英伟达最新财报中看到积极因素，再次为市场注入“催化剂”。</em></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2625b51460d2a8b3cb3183713857994\" tg-width=\"1470\" tg-height=\"701\"/></p><h3 id=\"id_727041255\">一季度业绩回顾</h3><p>2026财年第一季度，英伟达整体营收同比增长69%，达到441亿美元，高于市场预期的431亿美元；净利润187.75亿美元，市场预期207.67亿美元；调整后每股收益为0.96美元，市场预期0.93美元。其中，数据中心营收为391亿美元，较去年同期增长73%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa35dac97d217b9abffc497aa0b3fded\" title=\"来源：英伟达财报\" tg-width=\"1024\" tg-height=\"838\"/><span>来源：英伟达财报</span></p><h3 id=\"id_667651264\">二季度展望</h3><p>英伟达预计第二财季的销售额将达到450亿美元，上下浮动2%。而据彭博社数据，分析师普遍预测英伟达第二财季将实现每股收益约1.01美元，销售额约460.91亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d75cf63c3d3cfa191d055848295046a\" title=\"\" tg-width=\"525\" tg-height=\"60\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/174d67f9c1ca15fadb3757f1e106b46b\" title=\"数据来源：彭博\" tg-width=\"525\" tg-height=\"135\"/><span>数据来源：彭博</span></p><h3 id=\"id_3638991784\">主要看点</h3><ul style=\"\"><li><p><strong>盈利改善</strong></p></li></ul><p>一季度，英伟达调整后净利率下跌至52.77%，主要原因是Blackwell系列产能爬坡和管理研发费用增速较高。本季度由于上述因素都已改善，英伟达的盈利情况料表现积极。</p><p>由于<a href=\"https://laohu8.com/S/TSM\">台积电</a>产能扩张，良品率继续提高，以及GB系列的大规模出货摊低单价，英伟达的毛利率也预计比一季度回升。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd7ca561521c06115190af2d64ae88b4\" title=\"\" tg-width=\"766\" tg-height=\"430\"/></p><ul style=\"\"><li><p><strong>四巨头“撑腰”，数据中心业务继续“爆炸性”增长</strong></p></li></ul><p>目前市场普遍预期英伟达Q2数据中心营收将达420亿-430亿美元，同比增64%。来自Blackwell系列的收入贡献占比预期在90%或者更高。</p><p><a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/META\">Meta</a>四大巨头本季度的资本开支达880亿美元，其中有约1/4会用于购买英伟达芯片，这是稳固的基本盘。同时，四大巨头纷纷上调了全年的资本开支预期，这也保证了英伟达业绩的持续性。</p><ul style=\"\"><li><p><strong>产品迭代带来超预期增量</strong></p></li></ul><p>据业内消息，GB200和300系列的订单远超预期，大厂对AI投入保持热情，上下游都继续增加产能来迎接未来的增长，各家财报会议上也都在表达乐观预期。不光是PCB，CPO，甚至液冷，SOFC等相关标的也大幅上涨。鸿海董事长表示，服务器会出现300%的环比增长，显示了Blackwell需求相当乐观。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d08f31e6ff22f47b830b2af0d0ea7ae\" title=\"\" tg-width=\"1059\" tg-height=\"511\"/></p><ul style=\"\"><li><p><strong>中国市场因素</strong></p></li></ul><p>在H20解禁限售后，中国大厂的订单会被纳入本财季营收。按华尔街的估算，英伟达可获得20亿至30亿美元的增量收入。不过在美国出口限制下，许可证获批的具体时间难以确定。<strong>英伟达的下季度指引中可能会排除来自中国市场的直接收入，</strong>不过，也有值得期待的新进展：据报道，<strong>英伟达正在为中国市场研发一款基于其最新Blackwell架构的新型人工智能(AI)芯片，该芯片的性能将比目前获准销售的H20型号更加强大。</strong></p><p>关注财报会议上是否有对中国业务的特别介绍。</p><h3 id=\"id_2037172172\">大行评级</h3><p>摩根士丹利：维持对英伟达的“买入”评级，将目标价微调至206美元。认为Blackwell GPU供应改善，英伟达拥有持续强劲的客户需求。</p><p>富国银行：将英伟达目标价上调至220美元，维持“增持”评级。看好其强劲需求和恢复向中国销售H20芯片带来的增量机会。</p><p>KeyBanc：将英伟达的目标价从190美元上调至215美元，并维持“增持”评级。</p><p>Susquehanna：将英伟达目标价从180美元上调至210美元，并维持“正面”评级。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/96c73d889262c17eb71c19a0e4e5a40a","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123712564","content_text":"摘要：AI芯片巨头 英伟达 将于8月27日美股盘后发布2026财年第二季度财报。屡创新高之后，8月19日，英伟达出现3.5%的下跌，引发了对AI概念股的高估值担忧。市场急切希望从英伟达最新财报中看到积极因素，再次为市场注入“催化剂”。一季度业绩回顾2026财年第一季度，英伟达整体营收同比增长69%，达到441亿美元，高于市场预期的431亿美元；净利润187.75亿美元，市场预期207.67亿美元；调整后每股收益为0.96美元，市场预期0.93美元。其中，数据中心营收为391亿美元，较去年同期增长73%。来源：英伟达财报二季度展望英伟达预计第二财季的销售额将达到450亿美元，上下浮动2%。而据彭博社数据，分析师普遍预测英伟达第二财季将实现每股收益约1.01美元，销售额约460.91亿美元。数据来源：彭博主要看点盈利改善一季度，英伟达调整后净利率下跌至52.77%，主要原因是Blackwell系列产能爬坡和管理研发费用增速较高。本季度由于上述因素都已改善，英伟达的盈利情况料表现积极。由于台积电产能扩张，良品率继续提高，以及GB系列的大规模出货摊低单价，英伟达的毛利率也预计比一季度回升。四巨头“撑腰”，数据中心业务继续“爆炸性”增长目前市场普遍预期英伟达Q2数据中心营收将达420亿-430亿美元，同比增64%。来自Blackwell系列的收入贡献占比预期在90%或者更高。微软、亚马逊、谷歌、Meta四大巨头本季度的资本开支达880亿美元，其中有约1/4会用于购买英伟达芯片，这是稳固的基本盘。同时，四大巨头纷纷上调了全年的资本开支预期，这也保证了英伟达业绩的持续性。产品迭代带来超预期增量据业内消息，GB200和300系列的订单远超预期，大厂对AI投入保持热情，上下游都继续增加产能来迎接未来的增长，各家财报会议上也都在表达乐观预期。不光是PCB，CPO，甚至液冷，SOFC等相关标的也大幅上涨。鸿海董事长表示，服务器会出现300%的环比增长，显示了Blackwell需求相当乐观。中国市场因素在H20解禁限售后，中国大厂的订单会被纳入本财季营收。按华尔街的估算，英伟达可获得20亿至30亿美元的增量收入。不过在美国出口限制下，许可证获批的具体时间难以确定。英伟达的下季度指引中可能会排除来自中国市场的直接收入，不过，也有值得期待的新进展：据报道，英伟达正在为中国市场研发一款基于其最新Blackwell架构的新型人工智能(AI)芯片，该芯片的性能将比目前获准销售的H20型号更加强大。关注财报会议上是否有对中国业务的特别介绍。大行评级摩根士丹利：维持对英伟达的“买入”评级，将目标价微调至206美元。认为Blackwell 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Invest通过两只主动管理型ETF同步增持，既延续了其5月以来对英伟达的谨慎看多态度，也标志着这家以&#34;颠覆性创新&#34;投资闻名的机构，可能正在调整对AI龙头股的持仓策略。</p><p>当前持仓数据显示，尽管英伟达尚未进入ARKK前十大重仓股，但本次加仓后其权重排名较一季度末已显著提升。在AI算力需求持续爆发的产业背景下，这家全球市值第三的芯片巨头即将交出的成绩单，或将直接影响ARK Invest后续的调仓节奏。</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>财报前抢筹超3.4万股！木头姐旗下ARK ETF加仓英伟达</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财报前抢筹超3.4万股！木头姐旗下ARK ETF加仓英伟达\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-29 13:06 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1299010.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月29日，ARK Invest掌门人Cathie Wood周二进行增持操作，在英伟达公布财报前夕大举买入34,543股芯片巨头股票。具体来看，其旗舰产品ARK创新ETF(ARKK.US)增持21,504股，ARK下一代互联网ETF(ARKW.US)买入13,039股。此次操作使英伟达在ARKK的持仓排名上升至第29位，在ARKW的持仓位次提升至第24位。值得关注的是，本次加仓时机与ARKK过往...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1299010.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/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"ARKK":"ARK Innovation ETF","NVDA":"英伟达"},"source_url":"http://www.zhitongcaijing.com/content/detail/1299010.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2539280220","content_text":"5月29日，ARK Invest掌门人Cathie Wood周二进行增持操作，在英伟达公布财报前夕大举买入34,543股芯片巨头股票。具体来看，其旗舰产品ARK创新ETF(ARKK.US)增持21,504股，ARK下一代互联网ETF(ARKW.US)买入13,039股。此次操作使英伟达在ARKK的持仓排名上升至第29位，在ARKW的持仓位次提升至第24位。值得关注的是，本次加仓时机与ARKK过往操作形成鲜明对比：自2022年11月以来，该基金对英伟达的十次交易中有八次为卖出操作，仅有的两次买入分别发生在本周二及5月7日(当日买入64,838股)。类似模式也出现在ARKW的交易记录中——过去十笔交易中八次减持，仅有的两次增持分别为本周二及5月7日的19,645股买入。作为2024年人工智能行情的核心标的，英伟达本周三盘后将披露最新财报。Cathie Wood此次\"打破常规\"的加仓动作，恰逢市场聚焦芯片巨头业绩指引的关键节点。ARK Invest通过两只主动管理型ETF同步增持，既延续了其5月以来对英伟达的谨慎看多态度，也标志着这家以\"颠覆性创新\"投资闻名的机构，可能正在调整对AI龙头股的持仓策略。当前持仓数据显示，尽管英伟达尚未进入ARKK前十大重仓股，但本次加仓后其权重排名较一季度末已显著提升。在AI算力需求持续爆发的产业背景下，这家全球市值第三的芯片巨头即将交出的成绩单，或将直接影响ARK Invest后续的调仓节奏。","news_type":1,"symbols_score_info":{"ARKK":1,"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}