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XXY2025
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XXY2025
11-25 18:59
这篇文章不错,转发给大家看看
直播:乐信2024Q3业绩电话会议
XXY2025
11-25 18:59
这篇文章不错,转发给大家看看
美国国债投资课:第一课:初步认识美债
XXY2025
11-25 17:55
这篇文章不错,转发给大家看看
@富銀國際:
$阿里巴巴(BABA)$
看空,大空5-10
XXY2025
11-19
$游戏驿站(GME)$
测试一下
XXY2025
11-15
嗯
打算大师傅擦拭的发发
嗯
XXY2025
11-15
关注
直播:联想集团24/25财年Q2业绩发布
XXY2025
11-04
[贱笑] [贱笑] [贱笑] [贱笑] [贱笑] [贱笑] [贱笑]
XXY2025
10-31
$三倍做多富时中国ETF-Direxion(YINN)$
XXY2025
10-17
[财迷] [财迷] [财迷] [财迷] [财迷] [财迷]
XXY2025
10-16
$Tiger Brokers(TIGR)$
[Observation] [Observation] [Observation] [Observation] [Observation]
XXY2025
10-16
的阿俊恶魔等车。恶魔
XXY2025
10-15
$游戏驿站(GME)$
$游戏驿站(GME)$
[流泪] [流泪] [流泪] [流泪]
XXY2025
10-09
123456789665844C罗,你好点没有嘛你是谁我不
XXY2025
10-09
112222125888866588658
XXY2025
10-08
Replying to
@XXY2024
:1//
@XXY2024
:1
@XXY2025:
$苹果(AAPL)$
@幹嘛呢妳
Fffff
XXY2025
09-24
$苹果(AAPL)$
@幹嘛呢妳
Fffff
XXY2025
09-23
这篇文章不错,转发给大家看看
@夜行美股:
$Intuitive Machines(LUNR)$
LUNR CALL一发,神清气爽,继续洗~
$特斯拉(TSLA)$
一定要稳住啊老铁,250~270等你
$苹果(AAPL)$
不予置评
$英伟达(NVDA)$
昨日较弱,今日不是主角
XXY2025
09-19
$苹果(AAPL)$
$苹果(AAPL)$
XXY2025
09-05
[财迷][强][强][强][强]
@股票就是无风不起浪:夜盘看
$英伟达(NVDA)$
跌不下去。开盘104左右直接平仓了所有的看跌期权。获利了结, 同时立即反手做多,开仓了周五到期的100张110的看涨期权。盘中触及112平仓获利了结。非常迅速。 开盘同时开仓了100份
$特斯拉(TSLA)$
220,下周五到期的看涨期权。 尾盘到达目标价。直接平仓获利了结。 今天开仓买入了1000股
$Moderna, Inc.(MRNA)$
,均价72。这只股票被很多机构抛售了。我喜欢反向操作。机构抛完,差不多就可以买了。医药股年底都是有很大的机会。到时候流感爆发,会拿出来炒作拉升一波的。像辉瑞,强生之类的 都是很好的股票。 除了Moderna刚建仓,其他两支医药股我都持有10%-15%的仓位。有股息,还稳定。适合逢低买入,长持。
XXY2025
09-04
赞赞赞赞赞赞赞//
@XXY2024
:
[财迷]
[财迷]
[财迷]
[财迷]
[财迷]
[开心]
[开心]
[开心]
[开心]
[开心]
@XXY2025:
[财迷]
[财迷]
[财迷]
[财迷]
[财迷]
[开心]
[开心]
[开心]
[开心]
[开心]
去老虎APP查看更多动态
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[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/367182431322384","isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":662856950,"gmtCreate":1666349917471,"gmtModify":1666349920356,"author":{"id":"3529999679251239","authorId":"3529999679251239","name":"XXY2025","avatar":"https://static.tigerbbs.com/39285fde802a1d945ab4584b9d085ab4","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3529999679251239","authorIdStr":"3529999679251239"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":19,"repostSize":0,"link":"https://laohu8.com/post/662856950","repostId":"1127149018","repostType":4,"repost":{"id":"1127149018","kind":"news","pubTimestamp":1666349440,"share":"https://www.laohu8.com/m/news/1127149018?lang=&edition=full","pubTime":"2022-10-21 18:50","market":"us","language":"zh","title":"15万元买辆特斯拉,指日可待?","url":"https://stock-news.laohu8.com/highlight/detail?id=1127149018","media":"华尔街见闻","summary":"平价版特斯拉将会是千万销量的主力。","content":"<html><head></head><body><p>作者:周智宇</p><p>云贵交界处,离云南省会昆明240多公里的地方,有个攀枝戛村。小小的村庄里有着30多辆特斯拉。</p><p>白天用特斯拉接送游客,晚上被改造成民宿,这个远离城市“桃花源”,又被叫做大山里的“特斯拉村”。</p><p>而在不久的将来,一款售价大概15万元的平价版特斯拉,将可能下沉到三、四线及以下的城市当中,席卷村庄。</p><p>特斯拉CEO埃隆·马斯克在10月20日的财报会上表示,特斯拉开发团队目前主要精力是在开发下一代车型上,成本会较Model 3下降一半。</p><p>以目前国产特斯拉Model 3 起步价29万的价格来看,特斯拉的下一代车型售价可能不到15万元。</p><p>虽然短期内这款平价版特斯拉还不会面世,但马斯克的野心非常明确,这款车型的产量将超过所有特斯拉产品的总和。</p><p>此前,特斯拉董事长罗宾丹·霍尔姆就曾明确提出,在2030年时,特斯拉要实现电动车年产量2000万辆的目标。显然,这款平价版特斯拉将会是千万销量的主力。</p><p>相比比亚迪走的车海战术,特斯拉向来走的是“大单品”策略。“大单品”策略的好处,是能够通过规模化效应,明显地压降其生产成本,同时保持利润空间。像比亚迪在三季报能够实现归母净利润同比超3倍的增长,单车净利润继续提升,也是规模的魔力。</p><p>目前特斯拉的主打车型中,第一代车型为Model S/X,第二代车型则是Model 3/Y。它也由此形成了涵盖豪华汽车、中高端汽车的产品矩阵,售价29万元至100万元不等。随着平价版特斯拉面世,特斯拉将补齐它在产品矩阵上的一块短板。</p><p>在机构的预测中,中国新能源汽车市场的机构未来将会是“纺锤型”,至2030年,售价在15万元至25万元价格区间的电动汽车是最主要的市场。</p><p>然而这也是眼下竞争最激烈的市场。广汽埃安、哪吒以及比亚迪等整车厂的产品,主打的就是中端市场,另一边则是蔚来等此前盘踞中高端的玩家,也在计划推出第二品牌、第三品牌,将产品下沉到20万甚至以下的市场当中。</p><p>像比亚迪海豹等车型直接就对标Model 3,起售价在20万元附近,靠性价比吸引了不少Model 3的客户;让“蔚小理”变成“埃小蔚”的广汽埃安,主打产品是AION S以及AION Y,售价在15万元附近。</p><p>特斯拉直接祭出一款售价15万元的新车型,不仅让此前瞄准Model 3的车型没了价格优势,甚至直接杀入了埃安们的腹地。</p><p>当初靠着国产化不断压低成本,特斯拉有了“价格屠夫”之名,让一众竞争对手也不得不跟随着它,降低自己售价,靠性价比争夺客户。平价版特斯拉的横空出世,则直接断了其他电动车企的后路,再下沉,大家就只能和五菱宏光去竞争了。</p><p>15万元的特斯拉也会是马斯克的希望。眼下特斯拉被追赶、超越的焦虑感已肉眼可见。</p><p>在中国市场,9月,比亚迪宋以4.6万辆的销售数据位列第二,在单月新能源SUV销量排名上,紧追Model Y(4.7万辆);在新能源轿车方面,比亚迪秦、比亚迪汉也分别以3.7万辆、3.1万辆的销售数据,超过排在第四名的Model 3,在它后面,是比亚迪纯电车型海豚,销量为2.5万辆。</p><p>另一边,则仿佛是2018年再现,马斯克今年又一次遭遇了“产能炼狱”。柏林工厂电池产能爬坡过慢,仍旧让马斯克全年150万辆的交付目标打上问号;加上来自物流运力的短缺、不稳定,特斯拉虽然在三季度交付创下单季度新高,超过34.3万辆,但依旧低于分析师们的预期。</p><p>来自需求的担忧、产能的持续遇困,以及全球金融市场的动荡,让特斯拉的股价在今年下跌了超过4成,其总市值也从去年11月最高近1.3万亿美元,到如今不到6500亿美元。</p><p>这位曾经在2018年处于破产边缘的科技狂人,又一次面临和当时十分相像的囧境。不过彼时他依靠着上海超级工厂投产,三年里打了个漂亮的翻身战,如今盘踞世界首富之位。</p><p>即将面世的平价版特斯拉,会是马斯克甩脱以上困扰,稳居世界之巅的重要依托。马斯克表示,在新产品、管理能力以及好运气的加持下,特斯拉的市值很可能会超过苹果以及沙特阿美市值的总和,来到4万亿美元。</p><p>想要实现这一目标,最直接的就是让平价版特斯拉在中国制造的助力下,实现“规模经济”,下沉到更多的市场里,在规模上进一步跃升。</p></body></html>","source":"live_wallstreetcn","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>15万元买辆特斯拉,指日可待?</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\">\n15万元买辆特斯拉,指日可待?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-21 18:50 北京时间 <a href=https://wallstreetcn.com/articles/3672950><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:周智宇云贵交界处,离云南省会昆明240多公里的地方,有个攀枝戛村。小小的村庄里有着30多辆特斯拉。白天用特斯拉接送游客,晚上被改造成民宿,这个远离城市“桃花源”,又被叫做大山里的“特斯拉村”。而在不久的将来,一款售价大概15万元的平价版特斯拉,将可能下沉到三、四线及以下的城市当中,席卷村庄。特斯拉CEO埃隆·马斯克在10月20日的财报会上表示,特斯拉开发团队目前主要精力是在开发下一代车型上,...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3672950\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0003fac78b0bd27db9c60e07aa978728","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3672950","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1127149018","content_text":"作者:周智宇云贵交界处,离云南省会昆明240多公里的地方,有个攀枝戛村。小小的村庄里有着30多辆特斯拉。白天用特斯拉接送游客,晚上被改造成民宿,这个远离城市“桃花源”,又被叫做大山里的“特斯拉村”。而在不久的将来,一款售价大概15万元的平价版特斯拉,将可能下沉到三、四线及以下的城市当中,席卷村庄。特斯拉CEO埃隆·马斯克在10月20日的财报会上表示,特斯拉开发团队目前主要精力是在开发下一代车型上,成本会较Model 3下降一半。以目前国产特斯拉Model 3 起步价29万的价格来看,特斯拉的下一代车型售价可能不到15万元。虽然短期内这款平价版特斯拉还不会面世,但马斯克的野心非常明确,这款车型的产量将超过所有特斯拉产品的总和。此前,特斯拉董事长罗宾丹·霍尔姆就曾明确提出,在2030年时,特斯拉要实现电动车年产量2000万辆的目标。显然,这款平价版特斯拉将会是千万销量的主力。相比比亚迪走的车海战术,特斯拉向来走的是“大单品”策略。“大单品”策略的好处,是能够通过规模化效应,明显地压降其生产成本,同时保持利润空间。像比亚迪在三季报能够实现归母净利润同比超3倍的增长,单车净利润继续提升,也是规模的魔力。目前特斯拉的主打车型中,第一代车型为Model S/X,第二代车型则是Model 3/Y。它也由此形成了涵盖豪华汽车、中高端汽车的产品矩阵,售价29万元至100万元不等。随着平价版特斯拉面世,特斯拉将补齐它在产品矩阵上的一块短板。在机构的预测中,中国新能源汽车市场的机构未来将会是“纺锤型”,至2030年,售价在15万元至25万元价格区间的电动汽车是最主要的市场。然而这也是眼下竞争最激烈的市场。广汽埃安、哪吒以及比亚迪等整车厂的产品,主打的就是中端市场,另一边则是蔚来等此前盘踞中高端的玩家,也在计划推出第二品牌、第三品牌,将产品下沉到20万甚至以下的市场当中。像比亚迪海豹等车型直接就对标Model 3,起售价在20万元附近,靠性价比吸引了不少Model 3的客户;让“蔚小理”变成“埃小蔚”的广汽埃安,主打产品是AION S以及AION Y,售价在15万元附近。特斯拉直接祭出一款售价15万元的新车型,不仅让此前瞄准Model 3的车型没了价格优势,甚至直接杀入了埃安们的腹地。当初靠着国产化不断压低成本,特斯拉有了“价格屠夫”之名,让一众竞争对手也不得不跟随着它,降低自己售价,靠性价比争夺客户。平价版特斯拉的横空出世,则直接断了其他电动车企的后路,再下沉,大家就只能和五菱宏光去竞争了。15万元的特斯拉也会是马斯克的希望。眼下特斯拉被追赶、超越的焦虑感已肉眼可见。在中国市场,9月,比亚迪宋以4.6万辆的销售数据位列第二,在单月新能源SUV销量排名上,紧追Model Y(4.7万辆);在新能源轿车方面,比亚迪秦、比亚迪汉也分别以3.7万辆、3.1万辆的销售数据,超过排在第四名的Model 3,在它后面,是比亚迪纯电车型海豚,销量为2.5万辆。另一边,则仿佛是2018年再现,马斯克今年又一次遭遇了“产能炼狱”。柏林工厂电池产能爬坡过慢,仍旧让马斯克全年150万辆的交付目标打上问号;加上来自物流运力的短缺、不稳定,特斯拉虽然在三季度交付创下单季度新高,超过34.3万辆,但依旧低于分析师们的预期。来自需求的担忧、产能的持续遇困,以及全球金融市场的动荡,让特斯拉的股价在今年下跌了超过4成,其总市值也从去年11月最高近1.3万亿美元,到如今不到6500亿美元。这位曾经在2018年处于破产边缘的科技狂人,又一次面临和当时十分相像的囧境。不过彼时他依靠着上海超级工厂投产,三年里打了个漂亮的翻身战,如今盘踞世界首富之位。即将面世的平价版特斯拉,会是马斯克甩脱以上困扰,稳居世界之巅的重要依托。马斯克表示,在新产品、管理能力以及好运气的加持下,特斯拉的市值很可能会超过苹果以及沙特阿美市值的总和,来到4万亿美元。想要实现这一目标,最直接的就是让平价版特斯拉在中国制造的助力下,实现“规模经济”,下沉到更多的市场里,在规模上进一步跃升。","news_type":1},"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":931910299,"gmtCreate":1570426631811,"gmtModify":1704720697834,"author":{"id":"3529999679251239","authorId":"3529999679251239","name":"XXY2025","avatar":"https://static.tigerbbs.com/39285fde802a1d945ab4584b9d085ab4","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3529999679251239","authorIdStr":"3529999679251239"},"themes":[],"htmlText":"qwerty","listText":"qwerty","text":"qwerty","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/931910299","isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374781361520832,"gmtCreate":1732528541757,"gmtModify":1732528588091,"author":{"id":"3529999679251239","authorId":"3529999679251239","name":"XXY2025","avatar":"https://static.tigerbbs.com/39285fde802a1d945ab4584b9d085ab4","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3529999679251239","authorIdStr":"3529999679251239"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/374781361520832","repostId":"373758780248552","repostType":1,"repost":{"id":373758780248552,"gmtCreate":1732290170983,"gmtModify":1732290172358,"author":{"id":"3549899692349084","authorId":"3549899692349084","name":"富銀國際","avatar":"https://static.tigerbbs.com/6e06e980991b0b71cc8ba0dbe94396eb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549899692349084","authorIdStr":"3549899692349084"},"themes":[],"htmlText":"<a 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钱","text":"钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":3,"link":"https://laohu8.com/post/937718342","isVote":1,"tweetType":1,"viewCount":1636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":931134955,"gmtCreate":1570589334277,"gmtModify":1704720948513,"author":{"id":"3529999679251239","authorId":"3529999679251239","name":"XXY2025","avatar":"https://static.tigerbbs.com/39285fde802a1d945ab4584b9d085ab4","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3529999679251239","authorIdStr":"3529999679251239"},"themes":[],"title":"股票分析方法","htmlText":"先说一下技术面,技术面对于大盘的趋势还是有一定的参考,我认为参考率有80%以上。但是对于个股,只能说呵呵了,纯用技术面选股无异于赌博,可能赌博一半一半的概率高一点。这么多年交易下来,刚入市的时候疯狂研究技术面,组合、形态、交易量、指标、波浪、分型、江恩、能找到的都找来啦、八卦也搞来啦,预计将来天气预报都与股市有关都研究过。我自信的认为我已经超越大多数人了,变得聪明了,喜欢在下跌时买进,等待股价下跌,根据股价从顶部跌了几点来判断自己捡了多少便宜。在股市浪荡了这么多年后,我想告诉你的是:我的想法从来都没有替我赚过大钱,倒是我持仓观望时却赚了大钱。明白吗?持仓观望!对市场作出正确的判断不算什么。你在多头市场上总是能找到许多一开始就做多的人,在空头市场上也能找到一开始就做空的人。我知道许多人在最恰当的时机作出正确的判断,他们在价位显示最大利润时开始买进或卖出,他们的经验和我的很吻合——也就是说,他们没有从中真正赚到钱。既能作出正确判断又能持仓观望的人不太常见,我发现这是最难学习的一件事。但是,只有在股票作手真正学会这一点之后,他才能赚大钱。再说说基本面分析,很多人愿意学技术面因为技术面学的快,学了就能用,但是基本面却要日积月累的积累,基本面分析,主要是对公司的财务、行业、管理层等公司经营情况进行的分析。1.财务分析:简单的,可以把公司的市盈率、利润率、净利润率、净资产、负债率等财务指标与公司过往业绩进行对比;同时也需要公司与所处行业的同类型公司进行对比。如果稍微深入一点,可以从净资产收益率(ROE),市净率,市现率,结合公司的行业产品进行对比。这里小编给个私人公式:合理股价=每股净资产+每股公积金+每股未分配利润|+每股收益,一般来说合理股价低于这个价格的股票都是性价较高的2.行业分析:主要是针对公司的主营业务进行行业对比以及分析,这个就需要自身具备行业分析能力,从多个角度对公司的","listText":"先说一下技术面,技术面对于大盘的趋势还是有一定的参考,我认为参考率有80%以上。但是对于个股,只能说呵呵了,纯用技术面选股无异于赌博,可能赌博一半一半的概率高一点。这么多年交易下来,刚入市的时候疯狂研究技术面,组合、形态、交易量、指标、波浪、分型、江恩、能找到的都找来啦、八卦也搞来啦,预计将来天气预报都与股市有关都研究过。我自信的认为我已经超越大多数人了,变得聪明了,喜欢在下跌时买进,等待股价下跌,根据股价从顶部跌了几点来判断自己捡了多少便宜。在股市浪荡了这么多年后,我想告诉你的是:我的想法从来都没有替我赚过大钱,倒是我持仓观望时却赚了大钱。明白吗?持仓观望!对市场作出正确的判断不算什么。你在多头市场上总是能找到许多一开始就做多的人,在空头市场上也能找到一开始就做空的人。我知道许多人在最恰当的时机作出正确的判断,他们在价位显示最大利润时开始买进或卖出,他们的经验和我的很吻合——也就是说,他们没有从中真正赚到钱。既能作出正确判断又能持仓观望的人不太常见,我发现这是最难学习的一件事。但是,只有在股票作手真正学会这一点之后,他才能赚大钱。再说说基本面分析,很多人愿意学技术面因为技术面学的快,学了就能用,但是基本面却要日积月累的积累,基本面分析,主要是对公司的财务、行业、管理层等公司经营情况进行的分析。1.财务分析:简单的,可以把公司的市盈率、利润率、净利润率、净资产、负债率等财务指标与公司过往业绩进行对比;同时也需要公司与所处行业的同类型公司进行对比。如果稍微深入一点,可以从净资产收益率(ROE),市净率,市现率,结合公司的行业产品进行对比。这里小编给个私人公式:合理股价=每股净资产+每股公积金+每股未分配利润|+每股收益,一般来说合理股价低于这个价格的股票都是性价较高的2.行业分析:主要是针对公司的主营业务进行行业对比以及分析,这个就需要自身具备行业分析能力,从多个角度对公司的","text":"先说一下技术面,技术面对于大盘的趋势还是有一定的参考,我认为参考率有80%以上。但是对于个股,只能说呵呵了,纯用技术面选股无异于赌博,可能赌博一半一半的概率高一点。这么多年交易下来,刚入市的时候疯狂研究技术面,组合、形态、交易量、指标、波浪、分型、江恩、能找到的都找来啦、八卦也搞来啦,预计将来天气预报都与股市有关都研究过。我自信的认为我已经超越大多数人了,变得聪明了,喜欢在下跌时买进,等待股价下跌,根据股价从顶部跌了几点来判断自己捡了多少便宜。在股市浪荡了这么多年后,我想告诉你的是:我的想法从来都没有替我赚过大钱,倒是我持仓观望时却赚了大钱。明白吗?持仓观望!对市场作出正确的判断不算什么。你在多头市场上总是能找到许多一开始就做多的人,在空头市场上也能找到一开始就做空的人。我知道许多人在最恰当的时机作出正确的判断,他们在价位显示最大利润时开始买进或卖出,他们的经验和我的很吻合——也就是说,他们没有从中真正赚到钱。既能作出正确判断又能持仓观望的人不太常见,我发现这是最难学习的一件事。但是,只有在股票作手真正学会这一点之后,他才能赚大钱。再说说基本面分析,很多人愿意学技术面因为技术面学的快,学了就能用,但是基本面却要日积月累的积累,基本面分析,主要是对公司的财务、行业、管理层等公司经营情况进行的分析。1.财务分析:简单的,可以把公司的市盈率、利润率、净利润率、净资产、负债率等财务指标与公司过往业绩进行对比;同时也需要公司与所处行业的同类型公司进行对比。如果稍微深入一点,可以从净资产收益率(ROE),市净率,市现率,结合公司的行业产品进行对比。这里小编给个私人公式:合理股价=每股净资产+每股公积金+每股未分配利润|+每股收益,一般来说合理股价低于这个价格的股票都是性价较高的2.行业分析:主要是针对公司的主营业务进行行业对比以及分析,这个就需要自身具备行业分析能力,从多个角度对公司的","images":[{"img":"https://static.tigerbbs.com/430df830a81f394a3fca51bf3b8f29c8","width":"3024","height":"4032"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/931134955","isVote":1,"tweetType":1,"viewCount":1957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":343230108455048,"gmtCreate":1724814836757,"gmtModify":1724814838502,"author":{"id":"3529999679251239","authorId":"3529999679251239","name":"XXY2025","avatar":"https://static.tigerbbs.com/39285fde802a1d945ab4584b9d085ab4","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3529999679251239","authorIdStr":"3529999679251239"},"themes":[],"htmlText":"我也,","listText":"我也,","text":"我也,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/343230108455048","repostId":"1142225526","repostType":2,"repost":{"id":"1142225526","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":1724814802,"share":"https://www.laohu8.com/m/news/1142225526?lang=&edition=full","pubTime":"2024-08-28 11:13","market":"us","language":"zh","title":"期权大单 | 英伟达财报或触发近3000亿美元市值震动!特斯拉长期投资者砍仓、兴登堡“狙击”超微.......市场重磅消息接踵而至!","url":"https://stock-news.laohu8.com/highlight/detail?id=1142225526","media":"老虎资讯综合","summary":"截至周二收盘,英伟达市值在3.15万亿美元。8月30日到期的500美元的行权看跌期权交易量特别高,共有11,078份合约交易。报告指出,超微电脑在会计方面存在一定劣迹。2018年,超微电脑因未能提交必要的财务报表而被纳斯达克暂时摘牌。而Hindenburg指出,在与SEC达成1750万美元的和解后不到三个月,超微电脑开始重新雇用涉及先前丑闻的高管。报告称,超微电脑与已披露和未披露的关联方之间的关系涉及可疑交易。","content":"<html><head></head><body><h3 id=\"id_3621638861\">一、市场概览</h3><p>美东时间周二,美股三大指数小幅上涨,道琼斯指数涨0.02%,报41250.5点;标普500指数涨0.16%,报5625.8点;纳斯达克指数涨0.16%,报17754.82点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05d888f11ccc6a3642e338103142676a\" alt=\"数据来源:老虎国际\" title=\"数据来源:老虎国际\" tg-width=\"914\" tg-height=\"218\"/><span>数据来源:老虎国际</span></p><p>期权市场总成交量达28,869,261张合约,其中,看涨期权占比57%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17f29963c7c651cb583a96d6288f3319\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1662\" tg-height=\"373\"/><span>数据来源:Market Chameleon</span></p><p>标普指数ETF-SPY期权成交612.6万张合约,其中,看跌期权占比51%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7fbf778994d480afc34bf0c57f04a1aa\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1634\" tg-height=\"400\"/><span>数据来源:Market Chameleon</span></p><h3 id=\"id_2410189897\">二、期权总成交TOP10</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7d28da10d91cb5b9c6a8453b648cae7\" alt=\"数据来源:老虎国际\" title=\"数据来源:老虎国际\" tg-width=\"1179\" tg-height=\"2253\"/><span>数据来源:老虎国际</span></p><p><strong>隔夜,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>收涨1.46%,期权合约成交235.48万张。</strong>8月30日到期的130美元的行权<strong>看涨期权</strong>交易量特别高,共有85,697份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba98e0a394ae1f9e0413c913ffc4e38b\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1638\" tg-height=\"277\"/><span>数据来源:Market Chameleon</span></p><p>消息方面:英伟达公布了下一代GPU架构Blackwell的更多细节信息,以及未来的产品路线图。英伟达Blackwell是通用计算全栈矩阵的终极解决方案。英伟达称,Blackwell拥有6项革命性技术,可支持多达10万亿参数的模型进行AI训练和实时大语言模型(LLM)推理。</p><p>同时,投资者聚焦周三美股盘后英伟达财报,<a href=\"https://laohu8.com/S/GS\">高盛</a>预计,英伟达的这份财报可能会令其股价大幅波动9%以上。截至周二收盘,英伟达市值在3.15万亿美元。这意味着其市值可能大幅波动2980亿美元——这比标普500指数成分股中95%的公司总市值还高。</p><p>高盛表示,如果英伟达的财报显示其取得了稳健的季度增幅,并提供更强劲的前瞻性指引,它可能会让股市感到意外,并导致股价大幅上涨。</p><p><strong>隔夜,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>收跌近2%,期权合约成交109.01万张。</strong>8月30日到期的205美元的行权<strong>看跌期权</strong>交易量特别高,共有62,534份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6f92099dfbcb45eac708ce808b0f73a\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1646\" tg-height=\"282\"/><span>数据来源:Market Chameleon</span></p><p>消息方面:特斯拉知名长期投资者持仓砍半:市场对特斯拉汽车或<a href=\"https://laohu8.com/S/300024\">机器人</a>不那么感兴趣了!</p><p style=\"text-align: justify;\">特斯拉长期投资者Ross Gerber表示,他卖掉了特斯拉约一半持仓,因为他觉得市场对特斯拉的汽车或机器人不再那么感兴趣了。特斯拉在机器人和全自动驾驶技术上的乐观宣传其实是在转移注意力,掩盖了他们迫切需要卖出更多汽车的现实。他强调,特斯拉今年、明年以及后年都需要卖出更多车,因为这些新技术短期内不会带来什么实际影响。</p><p><strong>隔夜,<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>收跌逾2%,期权合约成交22.31万张,较90日均量放大1.1倍,其中看跌期权占比53%。</strong>8月30日到期的500美元的行权<strong>看跌期权</strong>交易量特别高,共有11,078份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1e0c7e39bfec216b5d09c1c17cb64b0\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1643\" tg-height=\"284\"/><span>数据来源:Market Chameleon</span></p><p>消息方面:超微电脑被美国知名做空机构兴登堡研究公司(Hindenburg Research)盯上,兴登堡称,这家服务器制造商存在“会计操纵”问题。</p><p>报告指出,超微电脑在会计方面存在一定劣迹。2018年,超微电脑因未能提交必要的财务报表而被纳斯达克暂时摘牌。随后,美国证券交易委员会(SEC)指控该公司存在与超过2亿美元的不当收入确认和低估费用相关的“广泛会计违规行为”,这导致了销售额、收益和利润率的虚高。而Hindenburg指出,<strong>在与SEC达成1750万美元的和解后不到三个月,超微电脑开始重新雇用涉及先前丑闻的高管。</strong></p><p style=\"text-align: justify;\">报告表示:</p><blockquote><p style=\"text-align: justify;\">一位前销售人员告诉我们:“他们几乎都回来了。几乎所有被解雇的人都是造成这种渎职行为的原因。”</p></blockquote><p style=\"text-align: justify;\">Hindenburg的报告进一步声称,<strong>超微电脑在SEC和解后不久就恢复了“不当收入确认”、“确认未完成的销售”和“规避内部会计控制”等行为。</strong>该报告暗示,销售配额的压力导致了诸如“部分发货”和发货缺陷产品等问题行为。前员工报告称,自SEC指控以来,公司内部文化并未得到改善。</p><p style=\"text-align: justify;\"><strong>超微电脑与关联方的交易也引发了争议。</strong>报告称,超微电脑与已披露和未披露的关联方之间的关系涉及可疑交易。已披露的关联方供应商Ablecom和Compuware,这些公司由首席执行官梁见勋的兄弟们控制,并部分由梁见勋本人拥有,在过去三年中从超微电脑获得了9.83亿美元。这些实体为超微电脑提供组件,然后再将其卖回,导致了对循环交易和会计诚信的担忧。</p><p style=\"text-align: justify;\"><strong>该报告还审查了超微电脑的最新投资和合同。</strong>2024年2月,超微电脑对科技初创公司Lambda Labs进行了未披露的投资,并签署了一份价值6亿美元的加州数据中心租赁合同,将空间转租给Lambda。此外,Super Micro与其他公司的未披露投资和交易,包括Leadtek和一家土耳其空壳公司,也引发了警示。</p><p style=\"text-align: justify;\"><strong>此外,对超微电脑遵守美国出口限制的担忧也在增加。</strong>尽管该公司声称在2022年2月俄乌冲突后停止向俄罗斯销售产品,但数据显示该公司向俄罗斯出口高科技组件的数量显著增加,而许多处理超微产品的公司现在都受到美国的制裁。</p><p style=\"text-align: justify;\">除了这些问题,报告还指出,<strong>超微电脑在维持关键合作关系方面也面临挑战。</strong>英伟达作为主要的芯片供应商,于2024年5月公开支持了Super Micro的竞争对手<a href=\"https://laohu8.com/S/DELL\">戴尔</a>(Dell)。曾经是超微电脑重要客户的CoreWeave和Tesla已经将业务转移到了戴尔,这进一步影响了超微电脑的市场地位。</p><blockquote><p style=\"text-align: justify;\">“ 总而言之,我们认为超微是一个惯犯。它作为先行者受益匪浅,但仍面临重大的会计、治理和合规问题,并且提供劣质产品和服务,现在正受到更可靠的竞争对手的蚕食。”</p></blockquote><h3 id=\"id_1117838389\">三、异动观察</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edc80a634c7cb5d320344a97f6c9fc63\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1802\" tg-height=\"371\"/><span>数据来源:Market Chameleon</span></p><p><strong>隔夜,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>再度跌超4%,期权合约成交45.36万张,较90日均量放大5.4倍。</strong>8月30日到期的100美元的行权<strong>看涨期权</strong>交易量特别高,共有28,615份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b16340a8b72b2b0054e50753279dfe50\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1639\" tg-height=\"283\"/><span>数据来源:Market Chameleon</span></p><p><strong>隔夜,MicroStrategy跌超4%,期权合约成交10.36万张,较90日均量放大1.8倍,其中看涨期权占比66%。</strong>8月30日到期的150美元的行权<strong>看涨期权</strong>交易量特别高,共有7,854份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9df0c07bbdd9bbc21b75d32b289d4ccb\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1645\" tg-height=\"282\"/><span>数据来源:Market Chameleon</span></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> 期权大单 | 英伟达财报或触发近3000亿美元市值震动!特斯拉长期投资者砍仓、兴登堡“狙击”超微.......市场重磅消息接踵而至!</title>\n<style 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}\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 期权大单 | 英伟达财报或触发近3000亿美元市值震动!特斯拉长期投资者砍仓、兴登堡“狙击”超微.......市场重磅消息接踵而至!\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\">2024-08-28 11:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_3621638861\">一、市场概览</h3><p>美东时间周二,美股三大指数小幅上涨,道琼斯指数涨0.02%,报41250.5点;标普500指数涨0.16%,报5625.8点;纳斯达克指数涨0.16%,报17754.82点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05d888f11ccc6a3642e338103142676a\" alt=\"数据来源:老虎国际\" title=\"数据来源:老虎国际\" tg-width=\"914\" tg-height=\"218\"/><span>数据来源:老虎国际</span></p><p>期权市场总成交量达28,869,261张合约,其中,看涨期权占比57%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17f29963c7c651cb583a96d6288f3319\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1662\" tg-height=\"373\"/><span>数据来源:Market Chameleon</span></p><p>标普指数ETF-SPY期权成交612.6万张合约,其中,看跌期权占比51%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7fbf778994d480afc34bf0c57f04a1aa\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1634\" tg-height=\"400\"/><span>数据来源:Market Chameleon</span></p><h3 id=\"id_2410189897\">二、期权总成交TOP10</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7d28da10d91cb5b9c6a8453b648cae7\" alt=\"数据来源:老虎国际\" title=\"数据来源:老虎国际\" tg-width=\"1179\" tg-height=\"2253\"/><span>数据来源:老虎国际</span></p><p><strong>隔夜,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>收涨1.46%,期权合约成交235.48万张。</strong>8月30日到期的130美元的行权<strong>看涨期权</strong>交易量特别高,共有85,697份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba98e0a394ae1f9e0413c913ffc4e38b\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1638\" tg-height=\"277\"/><span>数据来源:Market Chameleon</span></p><p>消息方面:英伟达公布了下一代GPU架构Blackwell的更多细节信息,以及未来的产品路线图。英伟达Blackwell是通用计算全栈矩阵的终极解决方案。英伟达称,Blackwell拥有6项革命性技术,可支持多达10万亿参数的模型进行AI训练和实时大语言模型(LLM)推理。</p><p>同时,投资者聚焦周三美股盘后英伟达财报,<a href=\"https://laohu8.com/S/GS\">高盛</a>预计,英伟达的这份财报可能会令其股价大幅波动9%以上。截至周二收盘,英伟达市值在3.15万亿美元。这意味着其市值可能大幅波动2980亿美元——这比标普500指数成分股中95%的公司总市值还高。</p><p>高盛表示,如果英伟达的财报显示其取得了稳健的季度增幅,并提供更强劲的前瞻性指引,它可能会让股市感到意外,并导致股价大幅上涨。</p><p><strong>隔夜,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>收跌近2%,期权合约成交109.01万张。</strong>8月30日到期的205美元的行权<strong>看跌期权</strong>交易量特别高,共有62,534份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6f92099dfbcb45eac708ce808b0f73a\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1646\" tg-height=\"282\"/><span>数据来源:Market Chameleon</span></p><p>消息方面:特斯拉知名长期投资者持仓砍半:市场对特斯拉汽车或<a href=\"https://laohu8.com/S/300024\">机器人</a>不那么感兴趣了!</p><p style=\"text-align: justify;\">特斯拉长期投资者Ross Gerber表示,他卖掉了特斯拉约一半持仓,因为他觉得市场对特斯拉的汽车或机器人不再那么感兴趣了。特斯拉在机器人和全自动驾驶技术上的乐观宣传其实是在转移注意力,掩盖了他们迫切需要卖出更多汽车的现实。他强调,特斯拉今年、明年以及后年都需要卖出更多车,因为这些新技术短期内不会带来什么实际影响。</p><p><strong>隔夜,<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>收跌逾2%,期权合约成交22.31万张,较90日均量放大1.1倍,其中看跌期权占比53%。</strong>8月30日到期的500美元的行权<strong>看跌期权</strong>交易量特别高,共有11,078份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1e0c7e39bfec216b5d09c1c17cb64b0\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1643\" tg-height=\"284\"/><span>数据来源:Market Chameleon</span></p><p>消息方面:超微电脑被美国知名做空机构兴登堡研究公司(Hindenburg Research)盯上,兴登堡称,这家服务器制造商存在“会计操纵”问题。</p><p>报告指出,超微电脑在会计方面存在一定劣迹。2018年,超微电脑因未能提交必要的财务报表而被纳斯达克暂时摘牌。随后,美国证券交易委员会(SEC)指控该公司存在与超过2亿美元的不当收入确认和低估费用相关的“广泛会计违规行为”,这导致了销售额、收益和利润率的虚高。而Hindenburg指出,<strong>在与SEC达成1750万美元的和解后不到三个月,超微电脑开始重新雇用涉及先前丑闻的高管。</strong></p><p style=\"text-align: justify;\">报告表示:</p><blockquote><p style=\"text-align: justify;\">一位前销售人员告诉我们:“他们几乎都回来了。几乎所有被解雇的人都是造成这种渎职行为的原因。”</p></blockquote><p style=\"text-align: justify;\">Hindenburg的报告进一步声称,<strong>超微电脑在SEC和解后不久就恢复了“不当收入确认”、“确认未完成的销售”和“规避内部会计控制”等行为。</strong>该报告暗示,销售配额的压力导致了诸如“部分发货”和发货缺陷产品等问题行为。前员工报告称,自SEC指控以来,公司内部文化并未得到改善。</p><p style=\"text-align: justify;\"><strong>超微电脑与关联方的交易也引发了争议。</strong>报告称,超微电脑与已披露和未披露的关联方之间的关系涉及可疑交易。已披露的关联方供应商Ablecom和Compuware,这些公司由首席执行官梁见勋的兄弟们控制,并部分由梁见勋本人拥有,在过去三年中从超微电脑获得了9.83亿美元。这些实体为超微电脑提供组件,然后再将其卖回,导致了对循环交易和会计诚信的担忧。</p><p style=\"text-align: justify;\"><strong>该报告还审查了超微电脑的最新投资和合同。</strong>2024年2月,超微电脑对科技初创公司Lambda Labs进行了未披露的投资,并签署了一份价值6亿美元的加州数据中心租赁合同,将空间转租给Lambda。此外,Super Micro与其他公司的未披露投资和交易,包括Leadtek和一家土耳其空壳公司,也引发了警示。</p><p style=\"text-align: justify;\"><strong>此外,对超微电脑遵守美国出口限制的担忧也在增加。</strong>尽管该公司声称在2022年2月俄乌冲突后停止向俄罗斯销售产品,但数据显示该公司向俄罗斯出口高科技组件的数量显著增加,而许多处理超微产品的公司现在都受到美国的制裁。</p><p style=\"text-align: justify;\">除了这些问题,报告还指出,<strong>超微电脑在维持关键合作关系方面也面临挑战。</strong>英伟达作为主要的芯片供应商,于2024年5月公开支持了Super Micro的竞争对手<a href=\"https://laohu8.com/S/DELL\">戴尔</a>(Dell)。曾经是超微电脑重要客户的CoreWeave和Tesla已经将业务转移到了戴尔,这进一步影响了超微电脑的市场地位。</p><blockquote><p style=\"text-align: justify;\">“ 总而言之,我们认为超微是一个惯犯。它作为先行者受益匪浅,但仍面临重大的会计、治理和合规问题,并且提供劣质产品和服务,现在正受到更可靠的竞争对手的蚕食。”</p></blockquote><h3 id=\"id_1117838389\">三、异动观察</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edc80a634c7cb5d320344a97f6c9fc63\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1802\" tg-height=\"371\"/><span>数据来源:Market Chameleon</span></p><p><strong>隔夜,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>再度跌超4%,期权合约成交45.36万张,较90日均量放大5.4倍。</strong>8月30日到期的100美元的行权<strong>看涨期权</strong>交易量特别高,共有28,615份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b16340a8b72b2b0054e50753279dfe50\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1639\" tg-height=\"283\"/><span>数据来源:Market Chameleon</span></p><p><strong>隔夜,MicroStrategy跌超4%,期权合约成交10.36万张,较90日均量放大1.8倍,其中看涨期权占比66%。</strong>8月30日到期的150美元的行权<strong>看涨期权</strong>交易量特别高,共有7,854份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9df0c07bbdd9bbc21b75d32b289d4ccb\" alt=\"数据来源:Market Chameleon\" title=\"数据来源:Market Chameleon\" tg-width=\"1645\" tg-height=\"282\"/><span>数据来源:Market Chameleon</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1c6e654994d3cd48cced0533e1bb265b","relate_stocks":{"LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0048584097.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","TSLA":"特斯拉","SMCI":"超微电脑","TSLL":"Direxion Daily TSLA Bull 2X Shares","NVDA":"英伟达","BK4567":"ESG概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","MSTR":"MicroStrategy","BK4587":"ChatGPT概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142225526","content_text":"一、市场概览美东时间周二,美股三大指数小幅上涨,道琼斯指数涨0.02%,报41250.5点;标普500指数涨0.16%,报5625.8点;纳斯达克指数涨0.16%,报17754.82点。数据来源:老虎国际期权市场总成交量达28,869,261张合约,其中,看涨期权占比57%。数据来源:Market Chameleon标普指数ETF-SPY期权成交612.6万张合约,其中,看跌期权占比51%。数据来源:Market Chameleon二、期权总成交TOP10数据来源:老虎国际隔夜,英伟达收涨1.46%,期权合约成交235.48万张。8月30日到期的130美元的行权看涨期权交易量特别高,共有85,697份合约交易。数据来源:Market Chameleon消息方面:英伟达公布了下一代GPU架构Blackwell的更多细节信息,以及未来的产品路线图。英伟达Blackwell是通用计算全栈矩阵的终极解决方案。英伟达称,Blackwell拥有6项革命性技术,可支持多达10万亿参数的模型进行AI训练和实时大语言模型(LLM)推理。同时,投资者聚焦周三美股盘后英伟达财报,高盛预计,英伟达的这份财报可能会令其股价大幅波动9%以上。截至周二收盘,英伟达市值在3.15万亿美元。这意味着其市值可能大幅波动2980亿美元——这比标普500指数成分股中95%的公司总市值还高。高盛表示,如果英伟达的财报显示其取得了稳健的季度增幅,并提供更强劲的前瞻性指引,它可能会让股市感到意外,并导致股价大幅上涨。隔夜,特斯拉收跌近2%,期权合约成交109.01万张。8月30日到期的205美元的行权看跌期权交易量特别高,共有62,534份合约交易。数据来源:Market Chameleon消息方面:特斯拉知名长期投资者持仓砍半:市场对特斯拉汽车或机器人不那么感兴趣了!特斯拉长期投资者Ross Gerber表示,他卖掉了特斯拉约一半持仓,因为他觉得市场对特斯拉的汽车或机器人不再那么感兴趣了。特斯拉在机器人和全自动驾驶技术上的乐观宣传其实是在转移注意力,掩盖了他们迫切需要卖出更多汽车的现实。他强调,特斯拉今年、明年以及后年都需要卖出更多车,因为这些新技术短期内不会带来什么实际影响。隔夜,超微电脑收跌逾2%,期权合约成交22.31万张,较90日均量放大1.1倍,其中看跌期权占比53%。8月30日到期的500美元的行权看跌期权交易量特别高,共有11,078份合约交易。数据来源:Market Chameleon消息方面:超微电脑被美国知名做空机构兴登堡研究公司(Hindenburg Research)盯上,兴登堡称,这家服务器制造商存在“会计操纵”问题。报告指出,超微电脑在会计方面存在一定劣迹。2018年,超微电脑因未能提交必要的财务报表而被纳斯达克暂时摘牌。随后,美国证券交易委员会(SEC)指控该公司存在与超过2亿美元的不当收入确认和低估费用相关的“广泛会计违规行为”,这导致了销售额、收益和利润率的虚高。而Hindenburg指出,在与SEC达成1750万美元的和解后不到三个月,超微电脑开始重新雇用涉及先前丑闻的高管。报告表示:一位前销售人员告诉我们:“他们几乎都回来了。几乎所有被解雇的人都是造成这种渎职行为的原因。”Hindenburg的报告进一步声称,超微电脑在SEC和解后不久就恢复了“不当收入确认”、“确认未完成的销售”和“规避内部会计控制”等行为。该报告暗示,销售配额的压力导致了诸如“部分发货”和发货缺陷产品等问题行为。前员工报告称,自SEC指控以来,公司内部文化并未得到改善。超微电脑与关联方的交易也引发了争议。报告称,超微电脑与已披露和未披露的关联方之间的关系涉及可疑交易。已披露的关联方供应商Ablecom和Compuware,这些公司由首席执行官梁见勋的兄弟们控制,并部分由梁见勋本人拥有,在过去三年中从超微电脑获得了9.83亿美元。这些实体为超微电脑提供组件,然后再将其卖回,导致了对循环交易和会计诚信的担忧。该报告还审查了超微电脑的最新投资和合同。2024年2月,超微电脑对科技初创公司Lambda Labs进行了未披露的投资,并签署了一份价值6亿美元的加州数据中心租赁合同,将空间转租给Lambda。此外,Super Micro与其他公司的未披露投资和交易,包括Leadtek和一家土耳其空壳公司,也引发了警示。此外,对超微电脑遵守美国出口限制的担忧也在增加。尽管该公司声称在2022年2月俄乌冲突后停止向俄罗斯销售产品,但数据显示该公司向俄罗斯出口高科技组件的数量显著增加,而许多处理超微产品的公司现在都受到美国的制裁。除了这些问题,报告还指出,超微电脑在维持关键合作关系方面也面临挑战。英伟达作为主要的芯片供应商,于2024年5月公开支持了Super Micro的竞争对手戴尔(Dell)。曾经是超微电脑重要客户的CoreWeave和Tesla已经将业务转移到了戴尔,这进一步影响了超微电脑的市场地位。“ 总而言之,我们认为超微是一个惯犯。它作为先行者受益匪浅,但仍面临重大的会计、治理和合规问题,并且提供劣质产品和服务,现在正受到更可靠的竞争对手的蚕食。”三、异动观察数据来源:Market Chameleon隔夜,拼多多再度跌超4%,期权合约成交45.36万张,较90日均量放大5.4倍。8月30日到期的100美元的行权看涨期权交易量特别高,共有28,615份合约交易。数据来源:Market Chameleon隔夜,MicroStrategy跌超4%,期权合约成交10.36万张,较90日均量放大1.8倍,其中看涨期权占比66%。8月30日到期的150美元的行权看涨期权交易量特别高,共有7,854份合约交易。数据来源:Market Chameleon","news_type":1},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}