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有意思嘛
无论你做多做空都是自己的选择但请不要忽视别人的感受
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有意思嘛
2025-05-16
$特斯拉(TSLA)$
$英伟达(NVDA)$
7万变70万刀 不难 难的是你的耐心 收钱提车🙂↔️
有意思嘛
03-26
$苹果(AAPL)$
突破255 站稳252 就可去265
有意思嘛
03-13
$苹果(AAPL)$
255守不住就是去摸245了
有意思嘛
02-26
$苹果(AAPL)$
得赶在发布会前涨一波啊
有意思嘛
02-26
经济危机到了的时候就是如此🙂↕️
《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
有意思嘛
02-26
$英伟达(NVDA)$
都是财报后一天跌正常 太高咯 回调才正常
有意思嘛
02-26
$英伟达(NVDA)$
来波双杀就好👌🏻
有意思嘛
02-13
$纳指100ETF(QQQ)$
接近经济危机🤫
有意思嘛
02-12
$苹果(AAPL)$
古尔曼 估计买了不少的put🙂↔️🙂↔️🙂↔️
有意思嘛
02-06
$苹果(AAPL)$
期待你的新高
有意思嘛
02-06
$亚马逊(AMZN)$
等会不得来个10个点 就有点说不过去了
有意思嘛
02-05
$美光科技(MU)$
都说不用急等着崩就可以了 就是这种感觉很好 成功炒顶
有意思嘛
02-04
$苹果(AAPL)$
波动了还是很低这波有机会冲新高
有意思嘛
02-03
$苹果(AAPL)$
财报预期回补 希望回到巅峰
有意思嘛
01-30
$特斯拉(TSLA)$
可以刚建仓就飞了 合并搞波大的😂
有意思嘛
01-30
$苹果(AAPL)$
今天这大盘不保你来个8个点嘛?😂
有意思嘛
01-29
$美光科技(MU)$
耐心等着蹦就好了
有意思嘛
01-29
$Meta Platforms, Inc.(META)$
摸一下700呗
有意思嘛
2025-12-09
$Meta Platforms, Inc.(META)$
扶不起的阿斗 700都回不去
有意思嘛
2025-11-21
$苹果(AAPL)$
在车上要扶好 避免摔倒🥱 300 目标不变
有意思嘛
2025-11-17
放弃苹果?人家第一重仓还是苹果
抱歉,原内容已删除
去老虎APP查看更多动态
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收钱提车🙂↔️","images":[{"img":"https://static.tigerbbs.com/fa782c6d62fd8f391865f75f9684538f","width":"1290","height":"703"}],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":5,"repostSize":3,"link":"https://laohu8.com/post/435680612987248","isVote":1,"tweetType":1,"viewCount":19419,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3461586073682313","authorId":"3461586073682313","name":"Leader","avatar":"https://static.laohu8.com/5c2573e1e23bea3da9040a94847c190b","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3461586073682313","idStr":"3461586073682313"},"content":"卧槽,竟然还有高手[正经]","text":"卧槽,竟然还有高手[正经]","html":"卧槽,竟然还有高手[正经]"},{"author":{"id":"3547276153979743","authorId":"3547276153979743","name":"帅气炀","avatar":"https://static.tigerbbs.com/82b6b0263f097ac1e62db6465ce137a2","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3547276153979743","idStr":"3547276153979743"},"content":"这个玩意怎么看的,看不懂","text":"这个玩意怎么看的,看不懂","html":"这个玩意怎么看的,看不懂"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":546865660629280,"gmtCreate":1774535604360,"gmtModify":1774535606358,"author":{"id":"3523536666774916","authorId":"3523536666774916","name":"有意思嘛","avatar":"https://static.tigerbbs.com/2467760e12a0719e780d7f9aa6176a05","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3523536666774916","idStr":"3523536666774916"},"themes":[],"title":"","htmlText":"<a 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data-views=\"0\"></v-v> 255守不住就是去摸245了","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"0\"></v-v> 255守不住就是去摸245了","text":"$苹果(AAPL)$ 255守不住就是去摸245了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/542274319360784","isVote":1,"tweetType":1,"viewCount":1208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536987263968648,"gmtCreate":1772121296548,"gmtModify":1772121298313,"author":{"id":"3523536666774916","authorId":"3523536666774916","name":"有意思嘛","avatar":"https://static.tigerbbs.com/2467760e12a0719e780d7f9aa6176a05","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3523536666774916","idStr":"3523536666774916"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v> 得赶在发布会前涨一波啊","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v> 得赶在发布会前涨一波啊","text":"$苹果(AAPL)$ 得赶在发布会前涨一波啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536987263968648","isVote":1,"tweetType":1,"viewCount":2137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536992106968768,"gmtCreate":1772120709924,"gmtModify":1772120712567,"author":{"id":"3523536666774916","authorId":"3523536666774916","name":"有意思嘛","avatar":"https://static.tigerbbs.com/2467760e12a0719e780d7f9aa6176a05","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3523536666774916","idStr":"3523536666774916"},"themes":[],"title":"","htmlText":"经济危机到了的时候就是如此🙂↕️","listText":"经济危机到了的时候就是如此🙂↕️","text":"经济危机到了的时候就是如此🙂↕️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536992106968768","repostId":"1135715002","repostType":2,"repost":{"id":"1135715002","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":1772120011,"share":"https://www.laohu8.com/m/news/1135715002?lang=zh_CN&edition=full","pubTime":"2026-02-26 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"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"。</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>"并非暂时现象"</strong></p><p style=\"text-align: start;\">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。"</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;\">"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。</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:"这类利润率可能会随着需求的变化而迅速回落。"</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:"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。"</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>","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</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《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\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 23:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<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"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"。</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>"并非暂时现象"</strong></p><p style=\"text-align: start;\">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。"</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;\">"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。</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:"这类利润率可能会随着需求的变化而迅速回落。"</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:"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。"</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":1629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536978029741608,"gmtCreate":1772119106720,"gmtModify":1772119108418,"author":{"id":"3523536666774916","authorId":"3523536666774916","name":"有意思嘛","avatar":"https://static.tigerbbs.com/2467760e12a0719e780d7f9aa6176a05","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3523536666774916","idStr":"3523536666774916"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"0\"></v-v> 都是财报后一天跌正常 太高咯 回调才正常","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"0\"></v-v> 都是财报后一天跌正常 太高咯 回调才正常","text":"$英伟达(NVDA)$ 都是财报后一天跌正常 太高咯 回调才正常","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/536978029741608","isVote":1,"tweetType":1,"viewCount":1961,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559085683958203","authorId":"3559085683958203","name":"上官婉儿7","avatar":"https://static.tigerbbs.com/9b857b44db5048cd4e7a6d0a976ca802","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3559085683958203","idStr":"3559085683958203"},"content":"英伟达横盘快半年了,请问高在哪?明明就是机构砸盘,业绩多好也白搭","text":"英伟达横盘快半年了,请问高在哪?明明就是机构砸盘,业绩多好也白搭","html":"英伟达横盘快半年了,请问高在哪?明明就是机构砸盘,业绩多好也白搭"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536748106375512,"gmtCreate":1772053183147,"gmtModify":1772058637463,"author":{"id":"3523536666774916","authorId":"3523536666774916","name":"有意思嘛","avatar":"https://static.tigerbbs.com/2467760e12a0719e780d7f9aa6176a05","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3523536666774916","idStr":"3523536666774916"},"themes":[],"title":"","htmlText":"<a 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