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Vinsa8

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IP属地：湖北

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02-27 09:10

$英伟达(NVDA)$ 买国产算力吧，美国不稳定

02-27 06:45

这个逼又开空单了吧？[开心]

《大空头》原型Michael Burry：英伟达的“采购承诺”与思科在互联网泡沫顶峰时期的情况如出一辙

02-26

$英伟达(NVDA)$ 真打起来，易中天合伙把达子收购了

02-26

$NQ100指数主连 2603(NQmain)$ 真打起来，资金全部到大A避险，安全的国家

02-26

$英伟达(NVDA)$ 美伊真打起来，全部到大A避险

02-26

$A50指数主连 2603(CNmain)$ 美伊真打起来，不是利好大A吗？削弱美国实力，美国不稳定

02-26

$英伟达(NVDA)$ 美伊真打起来，不是利好大A吗？削弱美国的实力，大A抓紧发展

02-26

这不是利好国产替代吗？**把英伟达收购了

美股短线“跳水”纳指跌幅居前，科技股全线下挫，英伟达跌近5%

02-26

$英伟达(NVDA)$ 达子跌了**把达子收购了

02-26

$英伟达(NVDA)$ 可以冲新高了

02-13

$NQ100指数主连 2603(NQmain)$ 老特，中国新年是要红色的，你过年要不要跟我们拜年视频嘛？识相一点[开心]

02-10

$英伟达(NVDA)$ 胜宏科技是国内大陆的唯一战略伙伴？从宴席上能看出来

02-06

$NQ100指数主连 2603(NQmain)$ 美国要崩了？

02-06

$NQ100指数主连 2603(NQmain)$ 为啥要选个鹰派的？老特收钱了？

02-05

$NQ100指数主连 2603(NQmain)$ 黄毛啥情况

02-02

$NQ100指数主连 2603(NQmain)$ 特总统：亚太的韭子们都割肉了吗？亚太观察员：报告长官，股票和黄金他们都割肉了特总统：我们筹码收集齐了，就开整呗

02-02

老特又缺筹码了

纳指期货跌1.5%

02-02

$黄金/美元(XAUUSD.FOREX)$ 报告长官，亚洲的韭菜已经全部割肉了

02-02

$NQ100指数主连 2603(NQmain)$ 筹码已经到位

02-02

$NQ100指数主连 2603(NQmain)$ 老特又要筹码了？

去老虎APP查看更多动态

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23:33","market":"us","language":"zh","title":"《大空头》原型Michael Burry：英伟达的“采购承诺”与思科在互联网泡沫顶峰时期的情况如出一辙","url":"https://stock-news.laohu8.com/highlight/detail?id=1135715002","media":"老虎资讯综合","summary":"因《大空头》成名的迈克尔·贝里正在加倍坚持他对英伟达的看空观点，对该芯片制造商最新财报中的一项数据敲响警钟，称其与上世纪90年代末互联网泡沫顶峰时期的模式相似。贝里在周四发布于Substack的新闻通讯中指出，英伟达的采购义务激增，从去年同期的161亿美元攀升至952亿美元。诚然，这位投资者指出，英伟达目前超过70%的利润率高于当时思科的水平，这可能提供一些下行保护。英伟达股价周四早盘跌幅超5%。","content":"<html><head></head><body><p style=\"text-align: start;\">因《大空头》成名的迈克尔·贝里（Michael Burry）正在加倍坚持他对英伟达的看空观点，对该芯片制造商最新财报中的一项数据敲响警钟，称其与上世纪90年代末互联网泡沫顶峰时期的模式相似。</p><p style=\"text-align: start;\">贝里在周四发布于Substack的新闻通讯中指出，英伟达的采购义务激增，从去年同期的161亿美元攀升至952亿美元。包括库存和采购协议在内的总供应义务目前约为1170亿美元，几乎与英伟达的年运营现金流相当。</p><p style=\"text-align: start;\">在周三的公司第四财季财报电话会议上，英伟达首席财务官科莱特·克雷斯表示，库存环比增长了8%，并且英伟达&#34;战略性地锁定了库存和产能，以满足比通常更远的未来几个季度的需求&#34;。</p><p style=\"text-align: start;\">在贝里看来，英伟达的表态表明，这家美国最大的上市公司在确切了解未来需求强度之前，就承诺购买大量供应。这意味着更多资金被更长时间地困在库存中。</p><p style=\"text-align: start;\"><strong>&#34;并非暂时现象&#34;</strong></p><p style=\"text-align: start;\">他写道：&#34;现在发生的一切并非暂时现象。这不是出口冲击，甚至不是外部因素造成的。这源于其商业计划内部。这一新现实反映了一个深思熟虑的决定，即比以往任何时候都更进一步地锁定供应链产能。&#34;</p><p style=\"text-align: start;\">这位著名投资者将当前情况与上世纪90年代末至2000年代初互联网泡沫顶峰时期的思科公司相提并论。</p><p style=\"text-align: start;\">在2000年和2001年，思科为确保产能以满足其快速增长预期，锁定了大量的供应承诺。当企业技术支出突然骤降时，思科面临的是无法消化的过剩库存和合同义务。该公司最终不得不减记数十亿美元，其股价也随之暴跌。</p><p style=\"text-align: start;\">&#34;这并非业务如常。这是风险，&#34;贝里在谈到英伟达时表示。&#34;在2000-2001年期间，思科延长了与供应商的采购承诺，以确保其预期的50%年增长率所需的产能，&#34;他说。</p><p style=\"text-align: start;\">诚然，这位投资者指出，英伟达目前超过70%的利润率高于当时思科的水平，这可能提供一些下行保护。但贝里认为，这些利润率是由异常强劲的需求和英伟达的提价能力所推动的。</p><p style=\"text-align: start;\">他写道：&#34;这类利润率可能会随着需求的变化而迅速回落。&#34;</p><p style=\"text-align: start;\"><strong>回应担忧</strong></p><p style=\"text-align: start;\">尽管如此，并非所有人都将这种积压视为警示信号。罗森布拉特证券（Rosenblatt Securities）的分析师表示，管理层在本季度回应了投资者的多重担忧，包括GPU产能、来自定制芯片的竞争、电力供应、内存供应和客户融资等问题。</p><p style=\"text-align: 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style=\"text-align: start;\">因《大空头》成名的迈克尔·贝里（Michael Burry）正在加倍坚持他对英伟达的看空观点，对该芯片制造商最新财报中的一项数据敲响警钟，称其与上世纪90年代末互联网泡沫顶峰时期的模式相似。</p><p style=\"text-align: start;\">贝里在周四发布于Substack的新闻通讯中指出，英伟达的采购义务激增，从去年同期的161亿美元攀升至952亿美元。包括库存和采购协议在内的总供应义务目前约为1170亿美元，几乎与英伟达的年运营现金流相当。</p><p style=\"text-align: start;\">在周三的公司第四财季财报电话会议上，英伟达首席财务官科莱特·克雷斯表示，库存环比增长了8%，并且英伟达&#34;战略性地锁定了库存和产能，以满足比通常更远的未来几个季度的需求&#34;。</p><p style=\"text-align: start;\">在贝里看来，英伟达的表态表明，这家美国最大的上市公司在确切了解未来需求强度之前，就承诺购买大量供应。这意味着更多资金被更长时间地困在库存中。</p><p style=\"text-align: start;\"><strong>&#34;并非暂时现象&#34;</strong></p><p style=\"text-align: start;\">他写道：&#34;现在发生的一切并非暂时现象。这不是出口冲击，甚至不是外部因素造成的。这源于其商业计划内部。这一新现实反映了一个深思熟虑的决定，即比以往任何时候都更进一步地锁定供应链产能。&#34;</p><p style=\"text-align: start;\">这位著名投资者将当前情况与上世纪90年代末至2000年代初互联网泡沫顶峰时期的思科公司相提并论。</p><p style=\"text-align: start;\">在2000年和2001年，思科为确保产能以满足其快速增长预期，锁定了大量的供应承诺。当企业技术支出突然骤降时，思科面临的是无法消化的过剩库存和合同义务。该公司最终不得不减记数十亿美元，其股价也随之暴跌。</p><p style=\"text-align: start;\">&#34;这并非业务如常。这是风险，&#34;贝里在谈到英伟达时表示。&#34;在2000-2001年期间，思科延长了与供应商的采购承诺，以确保其预期的50%年增长率所需的产能，&#34;他说。</p><p style=\"text-align: start;\">诚然，这位投资者指出，英伟达目前超过70%的利润率高于当时思科的水平，这可能提供一些下行保护。但贝里认为，这些利润率是由异常强劲的需求和英伟达的提价能力所推动的。</p><p style=\"text-align: start;\">他写道：&#34;这类利润率可能会随着需求的变化而迅速回落。&#34;</p><p style=\"text-align: start;\"><strong>回应担忧</strong></p><p style=\"text-align: start;\">尽管如此，并非所有人都将这种积压视为警示信号。罗森布拉特证券（Rosenblatt Securities）的分析师表示，管理层在本季度回应了投资者的多重担忧，包括GPU产能、来自定制芯片的竞争、电力供应、内存供应和客户融资等问题。</p><p style=\"text-align: start;\">罗森布拉特分析师在给客户的报告中写道：&#34;我们认为这是一个充满信心的管理团队，他们将支持客户对其下一代平台的需求，并继续引领人工智能市场的发展。&#34;</p><p style=\"text-align: start;\">这家华尔街公司周四将对英伟达的12个月目标价从245美元上调至300美元，这意味着未来一年有超过50%的上涨空间。</p><p style=\"text-align: start;\">英伟达股价周四早盘跌幅超5%。在ChatGPT推出后，该股在2023-2025年期间曾大幅飙升，但进入2026年以来，其涨幅不到1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/faa4f7dc20572ad2edc6778390adc845\" 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://community-static.tradeup.com/news/ae469a7b0a9accd31adbf51772f5ec50","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135715002","content_text":"因《大空头》成名的迈克尔·贝里（Michael Burry）正在加倍坚持他对英伟达的看空观点，对该芯片制造商最新财报中的一项数据敲响警钟，称其与上世纪90年代末互联网泡沫顶峰时期的模式相似。贝里在周四发布于Substack的新闻通讯中指出，英伟达的采购义务激增，从去年同期的161亿美元攀升至952亿美元。包括库存和采购协议在内的总供应义务目前约为1170亿美元，几乎与英伟达的年运营现金流相当。在周三的公司第四财季财报电话会议上，英伟达首席财务官科莱特·克雷斯表示，库存环比增长了8%，并且英伟达\"战略性地锁定了库存和产能，以满足比通常更远的未来几个季度的需求\"。在贝里看来，英伟达的表态表明，这家美国最大的上市公司在确切了解未来需求强度之前，就承诺购买大量供应。这意味着更多资金被更长时间地困在库存中。\"并非暂时现象\"他写道：\"现在发生的一切并非暂时现象。这不是出口冲击，甚至不是外部因素造成的。这源于其商业计划内部。这一新现实反映了一个深思熟虑的决定，即比以往任何时候都更进一步地锁定供应链产能。\"这位著名投资者将当前情况与上世纪90年代末至2000年代初互联网泡沫顶峰时期的思科公司相提并论。在2000年和2001年，思科为确保产能以满足其快速增长预期，锁定了大量的供应承诺。当企业技术支出突然骤降时，思科面临的是无法消化的过剩库存和合同义务。该公司最终不得不减记数十亿美元，其股价也随之暴跌。\"这并非业务如常。这是风险，\"贝里在谈到英伟达时表示。\"在2000-2001年期间，思科延长了与供应商的采购承诺，以确保其预期的50%年增长率所需的产能，\"他说。诚然，这位投资者指出，英伟达目前超过70%的利润率高于当时思科的水平，这可能提供一些下行保护。但贝里认为，这些利润率是由异常强劲的需求和英伟达的提价能力所推动的。他写道：\"这类利润率可能会随着需求的变化而迅速回落。\"回应担忧尽管如此，并非所有人都将这种积压视为警示信号。罗森布拉特证券（Rosenblatt Securities）的分析师表示，管理层在本季度回应了投资者的多重担忧，包括GPU产能、来自定制芯片的竞争、电力供应、内存供应和客户融资等问题。罗森布拉特分析师在给客户的报告中写道：\"我们认为这是一个充满信心的管理团队，他们将支持客户对其下一代平台的需求，并继续引领人工智能市场的发展。\"这家华尔街公司周四将对英伟达的12个月目标价从245美元上调至300美元，这意味着未来一年有超过50%的上涨空间。英伟达股价周四早盘跌幅超5%。在ChatGPT推出后，该股在2023-2025年期间曾大幅飙升，但进入2026年以来，其涨幅不到1%。","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536987026048088,"gmtCreate":1772121236147,"gmtModify":1772121814563,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 真打起来，易中天合伙把达子收购了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 真打起来，易中天合伙把达子收购了","text":"$英伟达(NVDA)$ 真打起来，易中天合伙把达子收购了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536987026048088","isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536944867778616,"gmtCreate":1772120942498,"gmtModify":1772121814621,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2603(NQmain)$&nbsp;</a> 真打起来，资金全部到大A避险，安全的国家","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2603(NQmain)$&nbsp;</a> 真打起来，资金全部到大A避险，安全的国家","text":"$NQ100指数主连 2603(NQmain)$ 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美伊真打起来，不是利好大A吗？削弱美国的实力，大A抓紧发展","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/536982827996784","isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"content":"😂老美打了一百多年了，什么时候断过？美股什么时候跌过？","text":"😂老美打了一百多年了，什么时候断过？美股什么时候跌过？","html":"😂老美打了一百多年了，什么时候断过？美股什么时候跌过？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536982240196088,"gmtCreate":1772120127484,"gmtModify":1772120831194,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"title":"","htmlText":"这不是利好国产替代吗？**把英伟达收购了","listText":"这不是利好国产替代吗？**把英伟达收购了","text":"这不是利好国产替代吗？**把英伟达收购了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536982240196088","repostId":"1131136932","repostType":2,"repost":{"id":"1131136932","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":1772119283,"share":"https://www.laohu8.com/m/news/1131136932?lang=zh_CN&edition=full","pubTime":"2026-02-26 23:21","market":"us","language":"zh","title":"美股短线“跳水”纳指跌幅居前，科技股全线下挫，英伟达跌近5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1131136932","media":"老虎资讯综合","summary":"纳指跌近1.8%。","content":"<html><head></head><body><p>周四，美股三大指数盘中“跳水”，纳指跌近1.8%。科技股全线下挫， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 跌近5%，人们越来越关注英伟达创纪录的增长势头能否持续下去。因为竞争对手正在推出新的人工智能加速器，大型企业正在投资定制芯片，而整个人工智能领域的支出周期也变得更加不均衡。摩根大通分析师在一份报告中表示：“这种普遍的反应表明投资者仍希望获得更多信息。我们认为，这与英伟达数据中心业务在2027财年的增长前景仍存在不确定性有关，尤其是考虑到主要客户大幅增加的资本支出预算。”</p><p>同时， <a href=\"https://laohu8.com/S/AVGO\">博通</a> 跌近7%， <a href=\"https://laohu8.com/S/ASML\">阿斯麦</a> 跌超6%，<a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 跌近4%， <a href=\"https://laohu8.com/S/GOOG\">谷歌</a> 跌3%， <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 跌超2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/487135badeca05a5fdc27c2bc640bc80\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2764e8e4a5c36b4e725a2a94a35be31d\" title=\"\" 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>美股短线“跳水”纳指跌幅居前，科技股全线下挫，英伟达跌近5%</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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}\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美股短线“跳水”纳指跌幅居前，科技股全线下挫，英伟达跌近5%\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\">2026-02-26 23:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四，美股三大指数盘中“跳水”，纳指跌近1.8%。科技股全线下挫， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 跌近5%，人们越来越关注英伟达创纪录的增长势头能否持续下去。因为竞争对手正在推出新的人工智能加速器，大型企业正在投资定制芯片，而整个人工智能领域的支出周期也变得更加不均衡。摩根大通分析师在一份报告中表示：“这种普遍的反应表明投资者仍希望获得更多信息。我们认为，这与英伟达数据中心业务在2027财年的增长前景仍存在不确定性有关，尤其是考虑到主要客户大幅增加的资本支出预算。”</p><p>同时， <a href=\"https://laohu8.com/S/AVGO\">博通</a> 跌近7%， <a href=\"https://laohu8.com/S/ASML\">阿斯麦</a> 跌超6%，<a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 跌近4%， <a href=\"https://laohu8.com/S/GOOG\">谷歌</a> 跌3%， <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 跌超2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/487135badeca05a5fdc27c2bc640bc80\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2764e8e4a5c36b4e725a2a94a35be31d\" title=\"\" 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/a7ec3d0dd1f01bca738ed37472f7e72a","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131136932","content_text":"周四，美股三大指数盘中“跳水”，纳指跌近1.8%。科技股全线下挫， 英伟达 跌近5%，人们越来越关注英伟达创纪录的增长势头能否持续下去。因为竞争对手正在推出新的人工智能加速器，大型企业正在投资定制芯片，而整个人工智能领域的支出周期也变得更加不均衡。摩根大通分析师在一份报告中表示：“这种普遍的反应表明投资者仍希望获得更多信息。我们认为，这与英伟达数据中心业务在2027财年的增长前景仍存在不确定性有关，尤其是考虑到主要客户大幅增加的资本支出预算。”同时， 博通 跌近7%， 阿斯麦 跌超6%，美国超微公司 跌近4%， 谷歌 跌3%， 特斯拉 跌超2%。","news_type":1,"symbols_score_info":{".SPX":2,".IXIC":2,"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536978574742984,"gmtCreate":1772119178715,"gmtModify":1772120831401,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 达子跌了**把达子收购了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 达子跌了**把达子收购了","text":"$英伟达(NVDA)$ 达子跌了**把达子收购了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536978574742984","isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536915096064216,"gmtCreate":1772103671445,"gmtModify":1772104465338,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 可以冲新高了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 可以冲新高了","text":"$英伟达(NVDA)$ 可以冲新高了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536915096064216","isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532169419924912,"gmtCreate":1770943259774,"gmtModify":1770946021743,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2603(NQmain)$&nbsp;</a> 老特，中国新年是要红色的，你过年要不要跟我们拜年视频嘛？识相一点[开心]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2603(NQmain)$&nbsp;</a> 老特，中国新年是要红色的，你过年要不要跟我们拜年视频嘛？识相一点[开心]&nbsp;&nbsp;","text":"$NQ100指数主连 2603(NQmain)$ 老特，中国新年是要红色的，你过年要不要跟我们拜年视频嘛？识相一点[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532169419924912","isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531228830720200,"gmtCreate":1770715502713,"gmtModify":1770716014674,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 胜宏科技是国内大陆的唯一战略伙伴？从宴席上能看出来","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 胜宏科技是国内大陆的唯一战略伙伴？从宴席上能看出来","text":"$英伟达(NVDA)$ 胜宏科技是国内大陆的唯一战略伙伴？从宴席上能看出来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531228830720200","isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529682504434744,"gmtCreate":1770337994702,"gmtModify":1770341876296,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2603(NQmain)$&nbsp;</a> 美国要崩了？","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2603(NQmain)$&nbsp;</a> 美国要崩了？","text":"$NQ100指数主连 2603(NQmain)$ 美国要崩了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529682504434744","isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529574171267360,"gmtCreate":1770311541111,"gmtModify":1770312123871,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2603(NQmain)$&nbsp;</a> 为啥要选个鹰派的？老特收钱了？","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2603(NQmain)$&nbsp;</a> 为啥要选个鹰派的？老特收钱了？","text":"$NQ100指数主连 2603(NQmain)$ 为啥要选个鹰派的？老特收钱了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/529574171267360","isVote":1,"tweetType":1,"viewCount":837,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/ccbee84d06c97c8ea354bff2e5c20b6d","crmLevel":1,"crmLevelSwitch":1,"idStr":"3498680662745699","authorIdStr":"3498680662745699"},"content":"洗盘，拿走低价筹码，不然做不出利润空间，沃什的选择和贝森特的发言就很刻意","text":"洗盘，拿走低价筹码，不然做不出利润空间，沃什的选择和贝森特的发言就很刻意","html":"洗盘，拿走低价筹码，不然做不出利润空间，沃什的选择和贝森特的发言就很刻意"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529323187406544,"gmtCreate":1770265414813,"gmtModify":1770269116635,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"title":"","htmlText":"<a 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11:42","market":"us","language":"zh","title":"纳指期货跌1.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2608183153","media":"格隆汇","summary":"格隆汇2月2日｜纳斯达克指数期货跌幅扩大至1.5%。","content":"<html><body><article><p>格隆汇2月2日｜纳斯达克指数期货跌幅扩大至1.5%。</p></article></body></html>","source":"tencent","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>纳指期货跌1.5%</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202114312a4718cb9&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","QYLG":"Nasdaq 100 Covered Call & Growth ETF","QQQY":"Defiance Nasdaq 100 Enhanced Options & 0DTE Income ETF","BK4593":"纳斯达克ETF",".IXIC":"NASDAQ Composite","NVIW.SI":"NVDA 3xLongSG261006","BK4550":"红杉资本持仓","QID":"两倍做空纳斯达克指数ETF-ProShares","BK4534":"瑞士信贷持仓","QQQJ":"Invesco NASDAQ Next Gen 100 ETF","USAW.SI":"AMZN 3xLongSG261006","QQQM":"NASDAQ100指数ETF-Invesco","PSQ":"做空纳斯达克100指数ETF-ProShares","USJW.SI":"ALPHAB 3xLongSG261006","BK4561":"索罗斯持仓","GPIQ":"GOLDMAN SACHS NASDAQ 100 CORE PREMIUM INCOME ETF","QQQ":"纳指100ETF","BK4588":"碎股","JEPQ":"JPMorgan Nasdaq Equity Premium Income ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares","BK4581":"高盛持仓","QYLD":"纳斯达克100 Covered Call ETF-Global X","TSYW.SI":"TESLA 3xLongSG261006","QQQE":"Direxion NASDAQ-100 Equal Weighted Index 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