西海岸lucky仔的个人主页 - 老虎社区

西海岸lucky仔

西海岸lucky仔

财源广进，顺心如意

IP属地：辽宁

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西海岸lucky仔

06-22

发出来股价就1200了，要你说…

花旗看高美光目标价至1200美元，Q3盈利同比增速预期上调至1092%

西海岸lucky仔

05-08

然后今天暴涨📈12%

异动解读 | 分析师质疑估值合理性叠加技术面超买，闪迪盘中大跌8.01%

西海岸lucky仔

2025-08-01

Replying to @酒吧里喝饮料的boy11:买put防守//@酒吧里喝饮料的boy11:它跌的你抗不住，你肯定要卖

西海岸lucky仔

2025-05-16

$英伟达(NVDA)$ 这不是炸了嘛，

“大空头”原型Michael Burry做空英伟达，唯一保留雅诗兰黛多头头寸

西海岸lucky仔

2025-03-14

$特斯拉(TSLA)$ 不要随便抄底，特斯拉基本面出问题了。

西海岸lucky仔

2025-02-12

$英伟达(NVDA)$ 卖掉特斯拉，换成nvda，收点反弹的小钱

西海岸lucky仔

2025-02-12

$特斯拉(TSLA)$ 前几天385卖掉换了抄底nvda，一进一出。目前看差了20多个点，特斯拉这波还有的等，别忙着进，小心抄到腰子上

西海岸lucky仔

2025-02-06

$NIO 20250207 4.5 PUT$ 每次空蔚来都能赚钱，目前没看错过[开心]

西海岸lucky仔

2025-02-04

你交易过吗[笑哭] 晒单吧，或者弄点铭牌

@Vinsa8:$英伟达(NVDA)$ 无量拉升

西海岸lucky仔

2025-02-04

Replying to @Vinsa8:噗,这认知别炒美股了。估计连美国都没来过的，没见识才说得出这么降智的言论 [笑哭]//@Vinsa8:老特好像没把英伟达当回事，一个会讲故事的黄种人在美国创办的企业而已。。。

西海岸lucky仔

2025-01-07

短线今早不该开仓call啊

抱歉，原内容已删除

西海岸lucky仔

2024-10-19

$京东(JD)$ 男的消费力确实不行啊，这还能大涨3%😭

西海岸lucky仔

2023-11-22

商战而已

特斯拉“刹车失灵”案宣判：女车主须道歉，车辆制动系统无故障

西海岸lucky仔

2021-01-31

$开心汽车(KXIN)$这个是为啥啊，积蓄力量？

去老虎APP查看更多动态

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style=\"text-align: left;\">近期季度预测同步上调，财年盈利展望大幅跃升</h2><p style=\"text-align: left;\">此次不仅调整全年预测，亦同步上调近期季度预估。<strong>报告将2026财年第三季度营收及每股收益预测上调6%，第四季度上调5%，第三季度每股收益同比涨幅从1025%上调至1092%，主要依据为更为乐观的定价预期。</strong></p><p style=\"text-align: left;\">按最新预测，美光2026财年核心每股收益为60.73美元，2027财年进一步跃升至114.73美元，2028财年则为117.83美元。营收层面，预测美光2026财年营收达1150亿美元，2027财年进一步增至1975亿美元。</p><p style=\"text-align: left;\">利润率的扩张幅度尤为显著，充分反映了内存价格上涨对盈利的高度杠杆效应。花旗预计美光2026财年毛利率将从2025财年的39.8%大幅扩张至76.9%，2027财年进一步升至82.9%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4edc000190573a8d87e21f4692d11420\" data-align=\"center\" tg-width=\"815\" tg-height=\"672\"/><span></span></p><h2 style=\"text-align: left;\">现货价格领涨，合约价格上行空间仍存</h2><p style=\"text-align: left;\">DRAM现货市场已率先反映供需紧张态势。数据显示，DRAM现货价格自今年1月初以来累计上涨52%，自4月初以来涨幅亦达22%。目前现货价格较合约价格溢价21%，花旗认为这一价差预示合约价格仍有持续上行空间。</p><p style=\"text-align: left;\">按季度拆分，花旗预计DRAM平均售价在2026年第二至第四季度将分别环比上涨37%、13%和11%；NAND平均售价同期各季度涨幅则预计为45%、17%和6%，受强劲需求与供应增长放缓共同支撑。</p><h2 style=\"text-align: left;\">供需缺口料延续至2027年，HBM成下阶段核心催化剂</h2><p style=\"text-align: left;\">花旗预计2026年全球DRAM市场供给缺口约为5%，且这一供需失衡格局将延续至2027年。报告指出，今年以来DRAM价格上涨主要集中于普通商用DRAM，而非高带宽内存（HBM），预计HBM定价明年将进一步提升，成为下一阶段价格上行的主要驱动力。</p><p style=\"text-align: left;\">供给端方面，TrendForce预测2026年DRAM行业整体产出供给增速约为30%，美光自身产出增速预计达42%。花旗还指出，DRAM持续短缺将加速互补性NAND解决方案的采用，例如KV缓存卸载技术，这一趋势有望同时利好纯NAND标的及半导体设备股。</p><p style=\"text-align: left;\">此外，报告特别提及Vera Rubin平台因DRAM供给有限出现降规格现象，进一步印证了当前供给瓶颈的现实压力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41f072bbda584ae97a15d31c4f133565\" data-align=\"center\" tg-width=\"491\" tg-height=\"324\"/><span></span></p><h2 style=\"text-align: left;\">估值折价反映高利润率风险，长协进展受投资者关注</h2><p style=\"text-align: left;\">尽管前景乐观，花旗将目标价设定于修正后2027日历年每股收益的10倍，显著低于美光历史三年峰值估值的17倍。这一折价主要反映当前毛利率处于高位所蕴含的均值回归风险，以及近期Vera Rubin降规格报道带来的供给不确定性。</p><p style=\"text-align: left;\">投资者当前关注的核心议题包括：美光更新后的2026至2027年DRAM及NAND供需展望、长期供货协议（LTA）的签署进展——花旗认为<a href=\"https://laohu8.com/S/DELL\">戴尔</a>已完成签约。随着美光6月24日财报的临近，管理层在上述议题上的最新表态将对市场预期产生直接影响。</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>花旗看高美光目标价至1200美元，Q3盈利同比增速预期上调至1092%</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花旗看高美光目标价至1200美元，Q3盈利同比增速预期上调至1092%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-22 14:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">花旗研究大幅上调<a href=\"https://laohu8.com/S/MU\">美光科技</a>目标价及盈利预测，认为内存市场超级周期仍在延续，价格上行动能远超此前预期。</p><p style=\"text-align: left;\">据追风交易台，花旗在6月17日报告中，将美光科技目标价从840美元上调至1200美元，维持&#34;买入&#34;评级，调幅达43%。与此同时，团队将美光2026财年及2027财年每股收益预测分别上调4%和10%，其中2027财年每股收益预测为114.73美元，较市场一致预期高出约4%。</p><p style=\"text-align: left;\"><strong>此次上调的核心逻辑在于内存价格持续超预期走强。</strong>花旗预计，受数据中心需求强劲及供给受限双重驱动，DRAM平均售价2026年全年将上涨200%，NAND平均售价同期涨幅亦达186%，价格上行趋势料延续至2027年。截至6月19日收盘，美光股价报1133美元，新目标价较现价隐含约6%的上行空间。</p><p style=\"text-align: left;\">美光将于6月24日公布2026财年第三季度（截至5月）业绩，管理层届时对长期供货协议及供需展望的最新表态，将成为市场关注焦点。</p><h2 style=\"text-align: left;\">近期季度预测同步上调，财年盈利展望大幅跃升</h2><p style=\"text-align: left;\">此次不仅调整全年预测，亦同步上调近期季度预估。<strong>报告将2026财年第三季度营收及每股收益预测上调6%，第四季度上调5%，第三季度每股收益同比涨幅从1025%上调至1092%，主要依据为更为乐观的定价预期。</strong></p><p style=\"text-align: left;\">按最新预测，美光2026财年核心每股收益为60.73美元，2027财年进一步跃升至114.73美元，2028财年则为117.83美元。营收层面，预测美光2026财年营收达1150亿美元，2027财年进一步增至1975亿美元。</p><p style=\"text-align: left;\">利润率的扩张幅度尤为显著，充分反映了内存价格上涨对盈利的高度杠杆效应。花旗预计美光2026财年毛利率将从2025财年的39.8%大幅扩张至76.9%，2027财年进一步升至82.9%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4edc000190573a8d87e21f4692d11420\" data-align=\"center\" tg-width=\"815\" tg-height=\"672\"/><span></span></p><h2 style=\"text-align: left;\">现货价格领涨，合约价格上行空间仍存</h2><p style=\"text-align: left;\">DRAM现货市场已率先反映供需紧张态势。数据显示，DRAM现货价格自今年1月初以来累计上涨52%，自4月初以来涨幅亦达22%。目前现货价格较合约价格溢价21%，花旗认为这一价差预示合约价格仍有持续上行空间。</p><p style=\"text-align: left;\">按季度拆分，花旗预计DRAM平均售价在2026年第二至第四季度将分别环比上涨37%、13%和11%；NAND平均售价同期各季度涨幅则预计为45%、17%和6%，受强劲需求与供应增长放缓共同支撑。</p><h2 style=\"text-align: left;\">供需缺口料延续至2027年，HBM成下阶段核心催化剂</h2><p style=\"text-align: left;\">花旗预计2026年全球DRAM市场供给缺口约为5%，且这一供需失衡格局将延续至2027年。报告指出，今年以来DRAM价格上涨主要集中于普通商用DRAM，而非高带宽内存（HBM），预计HBM定价明年将进一步提升，成为下一阶段价格上行的主要驱动力。</p><p style=\"text-align: left;\">供给端方面，TrendForce预测2026年DRAM行业整体产出供给增速约为30%，美光自身产出增速预计达42%。花旗还指出，DRAM持续短缺将加速互补性NAND解决方案的采用，例如KV缓存卸载技术，这一趋势有望同时利好纯NAND标的及半导体设备股。</p><p style=\"text-align: left;\">此外，报告特别提及Vera Rubin平台因DRAM供给有限出现降规格现象，进一步印证了当前供给瓶颈的现实压力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41f072bbda584ae97a15d31c4f133565\" data-align=\"center\" tg-width=\"491\" tg-height=\"324\"/><span></span></p><h2 style=\"text-align: left;\">估值折价反映高利润率风险，长协进展受投资者关注</h2><p style=\"text-align: left;\">尽管前景乐观，花旗将目标价设定于修正后2027日历年每股收益的10倍，显著低于美光历史三年峰值估值的17倍。这一折价主要反映当前毛利率处于高位所蕴含的均值回归风险，以及近期Vera Rubin降规格报道带来的供给不确定性。</p><p style=\"text-align: left;\">投资者当前关注的核心议题包括：美光更新后的2026至2027年DRAM及NAND供需展望、长期供货协议（LTA）的签署进展——花旗认为<a href=\"https://laohu8.com/S/DELL\">戴尔</a>已完成签约。随着美光6月24日财报的临近，管理层在上述议题上的最新表态将对市场预期产生直接影响。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"MUD":"1倍做空MU ETF-Direxion","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","MULL":"2倍做多MU ETF-GraniteShares","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4554":"元宇宙及AR概念","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) 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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2026-05-08 02:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>闪迪(SNDK)今日盘中股价大跌8.01%，引起了市场的广泛关注。</p><p>消息面上，此次下跌主要源于市场对其估值合理性的质疑以及技术性回调压力。知名分析师路易·杰拉德公开质疑闪迪的估值，认为其股价在一年内从33美元飙升至1406美元，基于AI叙事与供应紧张的逻辑已显荒谬。他指出，相较于同行美光科技，闪迪当前的估值溢价缺乏基本面支撑。现金流折现模型显示，计入2027年后价格正常化，其隐含目标价仅为372.42美元，较现价有约70%的下行空间。</p><p>此外，闪迪推行的“新商业模式”被指存在核心缺陷，其长期协议采用浮动定价，无法抵御未来可能的价格下跌。与此同时，技术分析显示该股多项指标已处于“严重超买”状态，期权市场的看跌/看涨成交比也连续多日大于1，反映出市场情绪偏向谨慎或正在通过期权对冲风险。在股价经历过去一年的惊人涨幅后，部分投资者的获利了结行为也加剧了今日的抛售压力。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDK":"闪迪"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111141831","content_text":"闪迪(SNDK)今日盘中股价大跌8.01%，引起了市场的广泛关注。消息面上，此次下跌主要源于市场对其估值合理性的质疑以及技术性回调压力。知名分析师路易·杰拉德公开质疑闪迪的估值，认为其股价在一年内从33美元飙升至1406美元，基于AI叙事与供应紧张的逻辑已显荒谬。他指出，相较于同行美光科技，闪迪当前的估值溢价缺乏基本面支撑。现金流折现模型显示，计入2027年后价格正常化，其隐含目标价仅为372.42美元，较现价有约70%的下行空间。此外，闪迪推行的“新商业模式”被指存在核心缺陷，其长期协议采用浮动定价，无法抵御未来可能的价格下跌。与此同时，技术分析显示该股多项指标已处于“严重超买”状态，期权市场的看跌/看涨成交比也连续多日大于1，反映出市场情绪偏向谨慎或正在通过期权对冲风险。在股价经历过去一年的惊人涨幅后，部分投资者的获利了结行为也加剧了今日的抛售压力。","news_type":1,"symbols_score_info":{"SNDK":1}},"isVote":1,"tweetType":1,"viewCount":723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462925126578520,"gmtCreate":1754024605125,"gmtModify":1754024607634,"author":{"id":"3559518429695242","authorId":"3559518429695242","name":"西海岸lucky仔","avatar":"https://static.tigerbbs.com/8a73a8b07906ee078610f61c3876967a","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559518429695242","authorIdStr":"3559518429695242"},"themes":[],"title":"","htmlText":"Replying to <a href=\"https://laohu8.com/U/3436780714362320\">@酒吧里喝饮料的boy11</a>:买put防守//<a href=\"https://laohu8.com/U/3436780714362320\">@酒吧里喝饮料的boy11</a>:它跌的你抗不住，你肯定要卖","listText":"Replying to <a href=\"https://laohu8.com/U/3436780714362320\">@酒吧里喝饮料的boy11</a>:买put防守//<a href=\"https://laohu8.com/U/3436780714362320\">@酒吧里喝饮料的boy11</a>:它跌的你抗不住，你肯定要卖","text":"Replying to 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这不是炸了嘛，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435692240888600","repostId":"1194071209","repostType":2,"repost":{"id":"1194071209","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":1747351743,"share":"https://www.laohu8.com/m/news/1194071209?lang=zh_CN&edition=full","pubTime":"2025-05-16 07:29","market":"us","language":"zh","title":"“大空头”原型Michael Burry做空英伟达，唯一保留雅诗兰黛多头头寸","url":"https://stock-news.laohu8.com/highlight/detail?id=1194071209","media":"老虎资讯综合","summary":"迈克尔·伯里旗下的Scion资产管理公司在第一季度对其投资组合进行了重大调整，根据周四提交给美国证券交易委员会的文件显示。伯里——因在迈克尔·刘易斯的著作《大空头》及其改编的好莱坞电影中成名——在文件中显示，他已通过看跌期权对英伟达公司的股票进行了大规模做空押注。根据文件，伯里投资组合中唯一保留的多头头寸是雅诗兰黛公司的股票。","content":"<html><head></head><body><p>迈克尔·伯里（Michael Burry）旗下的Scion资产管理公司在第一季度对其投资组合进行了重大调整，根据周四提交给美国证券交易委员会（SEC）的文件显示。</p><p>伯里——因在迈克尔·刘易斯（Michael Lewis）的著作《大空头》及其改编的好莱坞电影中成名——在文件中显示，他已通过看跌期权对英伟达公司（Nvidia Corp.）的股票进行了大规模做空押注。</p><p>此外，伯里的公司还买入了此前他曾直接持有的中概股的看跌期权，包括阿里巴巴集团（Alibaba Group Holding Ltd.）、百度公司（Baidu Inc.）和京东集团（JD.com Inc.）。</p><p>根据文件，伯里投资组合中唯一保留的多头头寸是雅诗兰黛公司（Estee Lauder Cos. Inc.）的股票。</p><p>根据SEC规定，所有持有超过1亿美元特定证券的机构投资管理公司必须通过每季度的13-F文件披露其持仓情况。</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做空英伟达，唯一保留雅诗兰黛多头头寸</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“大空头”原型Michael Burry做空英伟达，唯一保留雅诗兰黛多头头寸\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\">2025-05-16 07:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>迈克尔·伯里（Michael Burry）旗下的Scion资产管理公司在第一季度对其投资组合进行了重大调整，根据周四提交给美国证券交易委员会（SEC）的文件显示。</p><p>伯里——因在迈克尔·刘易斯（Michael Lewis）的著作《大空头》及其改编的好莱坞电影中成名——在文件中显示，他已通过看跌期权对英伟达公司（Nvidia Corp.）的股票进行了大规模做空押注。</p><p>此外，伯里的公司还买入了此前他曾直接持有的中概股的看跌期权，包括阿里巴巴集团（Alibaba Group Holding Ltd.）、百度公司（Baidu Inc.）和京东集团（JD.com Inc.）。</p><p>根据文件，伯里投资组合中唯一保留的多头头寸是雅诗兰黛公司（Estee Lauder Cos. Inc.）的股票。</p><p>根据SEC规定，所有持有超过1亿美元特定证券的机构投资管理公司必须通过每季度的13-F文件披露其持仓情况。</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/8cd21baf1e5681e9fdb00f44a0864571","relate_stocks":{"EL":"雅诗兰黛","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194071209","content_text":"迈克尔·伯里（Michael Burry）旗下的Scion资产管理公司在第一季度对其投资组合进行了重大调整，根据周四提交给美国证券交易委员会（SEC）的文件显示。伯里——因在迈克尔·刘易斯（Michael Lewis）的著作《大空头》及其改编的好莱坞电影中成名——在文件中显示，他已通过看跌期权对英伟达公司（Nvidia Corp.）的股票进行了大规模做空押注。此外，伯里的公司还买入了此前他曾直接持有的中概股的看跌期权，包括阿里巴巴集团（Alibaba Group Holding Ltd.）、百度公司（Baidu Inc.）和京东集团（JD.com Inc.）。根据文件，伯里投资组合中唯一保留的多头头寸是雅诗兰黛公司（Estee Lauder Cos. Inc.）的股票。根据SEC规定，所有持有超过1亿美元特定证券的机构投资管理公司必须通过每季度的13-F文件披露其持仓情况。","news_type":1,"symbols_score_info":{"NVDA":1.1,"EL":1.1}},"isVote":1,"tweetType":1,"viewCount":4227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":413424161734888,"gmtCreate":1741962956273,"gmtModify":1741962960423,"author":{"id":"3559518429695242","authorId":"3559518429695242","name":"西海岸lucky仔","avatar":"https://static.tigerbbs.com/8a73a8b07906ee078610f61c3876967a","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559518429695242","authorIdStr":"3559518429695242"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 不要随便抄底，特斯拉基本面出问题了。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 不要随便抄底，特斯拉基本面出问题了。","text":"$特斯拉(TSLA)$ 不要随便抄底，特斯拉基本面出问题了。","images":[{"img":"https://static.tigerbbs.com/9392cb8e7d1ee74a143fe4efb9c6b8b1","width":"1200","height":"2670"},{"img":"https://static.tigerbbs.com/9392cb8e7d1ee74a143fe4efb9c6b8b1","width":"1200","height":"2670"},{"img":"https://static.tigerbbs.com/9392cb8e7d1ee74a143fe4efb9c6b8b1","width":"1200","height":"2670"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/413424161734888","isVote":1,"tweetType":1,"viewCount":4987,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458903913570876","authorId":"3458903913570876","name":"阿尔法林","avatar":"https://static.tigerbbs.com/83ecb94e36646f8918fd9d9b296369f0","crmLevel":5,"crmLevelSwitch":0,"idStr":"3458903913570876","authorIdStr":"3458903913570876"},"content":"晒图，我也会","text":"晒图，我也会","html":"晒图，我也会"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":402526327267648,"gmtCreate":1739291708228,"gmtModify":1739291835321,"author":{"id":"3559518429695242","authorId":"3559518429695242","name":"西海岸lucky仔","avatar":"https://static.tigerbbs.com/8a73a8b07906ee078610f61c3876967a","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559518429695242","authorIdStr":"3559518429695242"},"themes":[],"title":"","htmlText":"<a 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卖掉特斯拉，换成nvda，收点反弹的小钱","images":[{"img":"https://static.tigerbbs.com/201c01902a6aa3c4c40d54ae097f687d","width":"978","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/402526327267648","isVote":1,"tweetType":1,"viewCount":7069,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3489530908564300","authorId":"3489530908564300","name":"赚够2000w就收手","avatar":"https://static.tigerbbs.com/2ba44c7cf11bc08498ec34558aefd7c7","crmLevel":8,"crmLevelSwitch":1,"idStr":"3489530908564300","authorIdStr":"3489530908564300"},"content":"这是买了多少","text":"这是买了多少","html":"这是买了多少"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":402525644542232,"gmtCreate":1739291639713,"gmtModify":1739291643961,"author":{"id":"3559518429695242","authorId":"3559518429695242","name":"西海岸lucky仔","avatar":"https://static.tigerbbs.com/8a73a8b07906ee078610f61c3876967a","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559518429695242","authorIdStr":"3559518429695242"},"themes":[],"title":"","htmlText":"<a 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无量拉升","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399672400507408","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2750,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399810851643560,"gmtCreate":1738632645972,"gmtModify":1738632648999,"author":{"id":"3559518429695242","authorId":"3559518429695242","name":"西海岸lucky仔","avatar":"https://static.tigerbbs.com/8a73a8b07906ee078610f61c3876967a","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559518429695242","authorIdStr":"3559518429695242"},"themes":[],"title":"","htmlText":"Replying to <a href=\"https://laohu8.com/U/3486352703133754\">@Vinsa8</a>:噗,这认知别炒美股了。估计连美国都没来过的，没见识才说得出这么降智的言论 [笑哭]//<a href=\"https://laohu8.com/U/3486352703133754\">@Vinsa8</a>:老特好像没把英伟达当回事，一个会讲故事的黄种人在美国创办的企业而已。。。","listText":"Replying to <a href=\"https://laohu8.com/U/3486352703133754\">@Vinsa8</a>:噗,这认知别炒美股了。估计连美国都没来过的，没见识才说得出这么降智的言论 [笑哭]//<a href=\"https://laohu8.com/U/3486352703133754\">@Vinsa8</a>:老特好像没把英伟达当回事，一个会讲故事的黄种人在美国创办的企业而已。。。","text":"Replying to @Vinsa8:噗,这认知别炒美股了。估计连美国都没来过的，没见识才说得出这么降智的言论 [笑哭]//@Vinsa8:老特好像没把英伟达当回事，一个会讲故事的黄种人在美国创办的企业而已。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399810851643560","isVote":1,"tweetType":1,"viewCount":3157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389722261086760,"gmtCreate":1736194217576,"gmtModify":1736201438348,"author":{"id":"3559518429695242","authorId":"3559518429695242","name":"西海岸lucky仔","avatar":"https://static.tigerbbs.com/8a73a8b07906ee078610f61c3876967a","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559518429695242","authorIdStr":"3559518429695242"},"themes":[],"title":"","htmlText":"短线今早不该开仓call啊","listText":"短线今早不该开仓call啊","text":"短线今早不该开仓call啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389722261086760","repostId":"389692542873880","repostType":1,"isVote":1,"tweetType":1,"viewCount":2841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361563410403432,"gmtCreate":1729290950030,"gmtModify":1729300859613,"author":{"id":"3559518429695242","authorId":"3559518429695242","name":"西海岸lucky仔","avatar":"https://static.tigerbbs.com/8a73a8b07906ee078610f61c3876967a","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559518429695242","authorIdStr":"3559518429695242"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a> 男的消费力确实不行啊，这还能大涨3%😭","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a> 男的消费力确实不行啊，这还能大涨3%😭","text":"$京东(JD)$ 男的消费力确实不行啊，这还能大涨3%😭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/361563410403432","isVote":1,"tweetType":1,"viewCount":8314,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557448237754035","authorId":"3557448237754035","name":"jerry89757","avatar":"https://static.tigerbbs.com/b843bf85caa7681a88556622e949989f","crmLevel":2,"crmLevelSwitch":0,"idStr":"3557448237754035","authorIdStr":"3557448237754035"},"content":"单论这个事倒真不重要，只是以小见大，能对基本盘下手的公司离死不远了","text":"单论这个事倒真不重要，只是以小见大，能对基本盘下手的公司离死不远了","html":"单论这个事倒真不重要，只是以小见大，能对基本盘下手的公司离死不远了"},{"author":{"id":"3495944618316227","authorId":"3495944618316227","name":"英特纳雄耐儿","avatar":"https://static.tigerbbs.com/480d01be4b104da5756fdc81d22a77d5","crmLevel":5,"crmLevelSwitch":0,"idStr":"3495944618316227","authorIdStr":"3495944618316227"},"content":"大部分男的都不觉得是个事吧，个别ds男本来也没啥消费影响力","text":"大部分男的都不觉得是个事吧，个别ds男本来也没啥消费影响力","html":"大部分男的都不觉得是个事吧，个别ds男本来也没啥消费影响力"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":244152935116880,"gmtCreate":1700622191706,"gmtModify":1700622260474,"author":{"id":"3559518429695242","authorId":"3559518429695242","name":"西海岸lucky仔","avatar":"https://static.tigerbbs.com/8a73a8b07906ee078610f61c3876967a","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559518429695242","authorIdStr":"3559518429695242"},"themes":[],"title":"","htmlText":"商战而已","listText":"商战而已","text":"商战而已","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/244152935116880","repostId":"1152776460","repostType":2,"repost":{"id":"1152776460","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":1700621002,"share":"https://www.laohu8.com/m/news/1152776460?lang=zh_CN&edition=full","pubTime":"2023-11-22 10:43","market":"us","language":"zh","title":"特斯拉“刹车失灵”案宣判：女车主须道歉，车辆制动系统无故障","url":"https://stock-news.laohu8.com/highlight/detail?id=1152776460","media":"老虎资讯综合","summary":"鉴定结果表明涉案车辆并不存在刹车问题，符合国家相关技术标准。","content":"<html><head></head><body><p>11月22日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>诉“上海车展事件”西安女车主名誉权侵权一案，法院作出一审判决：<strong>认定西安李女士名誉侵权责任成立，须向特斯拉公开赔礼道歉并赔偿损失，同时承担车辆鉴定费。</strong></p><p>据了解，被告西安李女士于2021年3月驾驶特斯拉发生交通事故。2021年4月19日，西安李女士和河南张女士，一同身着带有“刹车失灵”字样服装，出现在上海车展特斯拉展台。当天，河南张女士因扰乱公共秩序被上海市公安局青浦分局行政拘留，西安李女士被处以行政警告。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9236654a9af7c669b7abf785ec219b4\" title=\"\" tg-width=\"822\" tg-height=\"456\"/></p><p>在案件审理过程中，法院委托司法鉴定机构对车辆进行了鉴定，鉴定意见为：特斯拉Model 3型号汽车(VIN号:LRW3E7EA9LC013130)制动系统现时技术状况正常有效无故障，也无刹车踏板无法被踩下及制动效能下降的情况，符合《机动车运行安全技术条件》、《机动车安全技术检验项目和方法》相关技术标准。</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>特斯拉“刹车失灵”案宣判：女车主须道歉，车辆制动系统无故障</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{ 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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特斯拉“刹车失灵”案宣判：女车主须道歉，车辆制动系统无故障\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\">2023-11-22 10:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月22日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>诉“上海车展事件”西安女车主名誉权侵权一案，法院作出一审判决：<strong>认定西安李女士名誉侵权责任成立，须向特斯拉公开赔礼道歉并赔偿损失，同时承担车辆鉴定费。</strong></p><p>据了解，被告西安李女士于2021年3月驾驶特斯拉发生交通事故。2021年4月19日，西安李女士和河南张女士，一同身着带有“刹车失灵”字样服装，出现在上海车展特斯拉展台。当天，河南张女士因扰乱公共秩序被上海市公安局青浦分局行政拘留，西安李女士被处以行政警告。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9236654a9af7c669b7abf785ec219b4\" title=\"\" tg-width=\"822\" tg-height=\"456\"/></p><p>在案件审理过程中，法院委托司法鉴定机构对车辆进行了鉴定，鉴定意见为：特斯拉Model 3型号汽车(VIN号:LRW3E7EA9LC013130)制动系统现时技术状况正常有效无故障，也无刹车踏板无法被踩下及制动效能下降的情况，符合《机动车运行安全技术条件》、《机动车安全技术检验项目和方法》相关技术标准。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2a79744fb6784c468256537c0a0ecfe1","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://tech.ifeng.com/c/8Uunm6xV3Nq","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152776460","content_text":"11月22日，特斯拉诉“上海车展事件”西安女车主名誉权侵权一案，法院作出一审判决：认定西安李女士名誉侵权责任成立，须向特斯拉公开赔礼道歉并赔偿损失，同时承担车辆鉴定费。据了解，被告西安李女士于2021年3月驾驶特斯拉发生交通事故。2021年4月19日，西安李女士和河南张女士，一同身着带有“刹车失灵”字样服装，出现在上海车展特斯拉展台。当天，河南张女士因扰乱公共秩序被上海市公安局青浦分局行政拘留，西安李女士被处以行政警告。在案件审理过程中，法院委托司法鉴定机构对车辆进行了鉴定，鉴定意见为：特斯拉Model 3型号汽车(VIN号:LRW3E7EA9LC013130)制动系统现时技术状况正常有效无故障，也无刹车踏板无法被踩下及制动效能下降的情况，符合《机动车运行安全技术条件》、《机动车安全技术检验项目和方法》相关技术标准。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":2780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312808822,"gmtCreate":1612080834366,"gmtModify":1703757675865,"author":{"id":"3559518429695242","authorId":"3559518429695242","name":"西海岸lucky仔","avatar":"https://static.tigerbbs.com/8a73a8b07906ee078610f61c3876967a","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559518429695242","authorIdStr":"3559518429695242"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/KXIN\">$开心汽车(KXIN)$</a>这个是为啥啊，积蓄力量？","listText":"<a href=\"https://laohu8.com/S/KXIN\">$开心汽车(KXIN)$</a>这个是为啥啊，积蓄力量？","text":"$开心汽车(KXIN)$这个是为啥啊，积蓄力量？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/312808822","isVote":1,"tweetType":1,"viewCount":7665,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":402526327267648,"gmtCreate":1739291708228,"gmtModify":1739291835321,"author":{"id":"3559518429695242","authorId":"3559518429695242","name":"西海岸lucky仔","avatar":"https://static.tigerbbs.com/8a73a8b07906ee078610f61c3876967a","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559518429695242","idStr":"3559518429695242"},"themes":[],"title":"","htmlText":"<a 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卖掉特斯拉，换成nvda，收点反弹的小钱","images":[{"img":"https://static.tigerbbs.com/201c01902a6aa3c4c40d54ae097f687d","width":"978","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/402526327267648","isVote":1,"tweetType":1,"viewCount":7069,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3489530908564300","authorId":"3489530908564300","name":"赚够2000w就收手","avatar":"https://static.tigerbbs.com/2ba44c7cf11bc08498ec34558aefd7c7","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3489530908564300","idStr":"3489530908564300"},"content":"这是买了多少","text":"这是买了多少","html":"这是买了多少"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":361563410403432,"gmtCreate":1729290950030,"gmtModify":1729300859613,"author":{"id":"3559518429695242","authorId":"3559518429695242","name":"西海岸lucky仔","avatar":"https://static.tigerbbs.com/8a73a8b07906ee078610f61c3876967a","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559518429695242","idStr":"3559518429695242"},"themes":[],"title":"","htmlText":"<a 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每次空蔚来都能赚钱，目前没看错过[开心]","images":[{"img":"https://static.tigerbbs.com/8aefb52e182124593556db5c5630239b","width":"978","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400466758115560","isVote":1,"tweetType":1,"viewCount":2747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":462925126578520,"gmtCreate":1754024605125,"gmtModify":1754024607634,"author":{"id":"3559518429695242","authorId":"3559518429695242","name":"西海岸lucky仔","avatar":"https://static.tigerbbs.com/8a73a8b07906ee078610f61c3876967a","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559518429695242","idStr":"3559518429695242"},"themes":[],"title":"","htmlText":"Replying to <a href=\"https://laohu8.com/U/3436780714362320\">@酒吧里喝饮料的boy11</a>:买put防守//<a href=\"https://laohu8.com/U/3436780714362320\">@酒吧里喝饮料的boy11</a>:它跌的你抗不住，你肯定要卖","listText":"Replying to <a href=\"https://laohu8.com/U/3436780714362320\">@酒吧里喝饮料的boy11</a>:买put防守//<a href=\"https://laohu8.com/U/3436780714362320\">@酒吧里喝饮料的boy11</a>:它跌的你抗不住，你肯定要卖","text":"Replying to @酒吧里喝饮料的boy11:买put防守//@酒吧里喝饮料的boy11:它跌的你抗不住，你肯定要卖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462925126578520","isVote":1,"tweetType":1,"viewCount":1991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435692240888600,"gmtCreate":1747406482267,"gmtModify":1747406483672,"author":{"id":"3559518429695242","authorId":"3559518429695242","name":"西海岸lucky仔","avatar":"https://static.tigerbbs.com/8a73a8b07906ee078610f61c3876967a","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559518429695242","idStr":"3559518429695242"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 这不是炸了嘛，","listText":"<a 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Burry做空英伟达，唯一保留雅诗兰黛多头头寸","url":"https://stock-news.laohu8.com/highlight/detail?id=1194071209","media":"老虎资讯综合","summary":"迈克尔·伯里旗下的Scion资产管理公司在第一季度对其投资组合进行了重大调整，根据周四提交给美国证券交易委员会的文件显示。伯里——因在迈克尔·刘易斯的著作《大空头》及其改编的好莱坞电影中成名——在文件中显示，他已通过看跌期权对英伟达公司的股票进行了大规模做空押注。根据文件，伯里投资组合中唯一保留的多头头寸是雅诗兰黛公司的股票。","content":"<html><head></head><body><p>迈克尔·伯里（Michael Burry）旗下的Scion资产管理公司在第一季度对其投资组合进行了重大调整，根据周四提交给美国证券交易委员会（SEC）的文件显示。</p><p>伯里——因在迈克尔·刘易斯（Michael Lewis）的著作《大空头》及其改编的好莱坞电影中成名——在文件中显示，他已通过看跌期权对英伟达公司（Nvidia Corp.）的股票进行了大规模做空押注。</p><p>此外，伯里的公司还买入了此前他曾直接持有的中概股的看跌期权，包括阿里巴巴集团（Alibaba Group Holding Ltd.）、百度公司（Baidu Inc.）和京东集团（JD.com Inc.）。</p><p>根据文件，伯里投资组合中唯一保留的多头头寸是雅诗兰黛公司（Estee Lauder Cos. Inc.）的股票。</p><p>根据SEC规定，所有持有超过1亿美元特定证券的机构投资管理公司必须通过每季度的13-F文件披露其持仓情况。</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做空英伟达，唯一保留雅诗兰黛多头头寸</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“大空头”原型Michael Burry做空英伟达，唯一保留雅诗兰黛多头头寸\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\">2025-05-16 07:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>迈克尔·伯里（Michael Burry）旗下的Scion资产管理公司在第一季度对其投资组合进行了重大调整，根据周四提交给美国证券交易委员会（SEC）的文件显示。</p><p>伯里——因在迈克尔·刘易斯（Michael Lewis）的著作《大空头》及其改编的好莱坞电影中成名——在文件中显示，他已通过看跌期权对英伟达公司（Nvidia Corp.）的股票进行了大规模做空押注。</p><p>此外，伯里的公司还买入了此前他曾直接持有的中概股的看跌期权，包括阿里巴巴集团（Alibaba Group Holding Ltd.）、百度公司（Baidu Inc.）和京东集团（JD.com Inc.）。</p><p>根据文件，伯里投资组合中唯一保留的多头头寸是雅诗兰黛公司（Estee Lauder Cos. Inc.）的股票。</p><p>根据SEC规定，所有持有超过1亿美元特定证券的机构投资管理公司必须通过每季度的13-F文件披露其持仓情况。</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/8cd21baf1e5681e9fdb00f44a0864571","relate_stocks":{"EL":"雅诗兰黛","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194071209","content_text":"迈克尔·伯里（Michael Burry）旗下的Scion资产管理公司在第一季度对其投资组合进行了重大调整，根据周四提交给美国证券交易委员会（SEC）的文件显示。伯里——因在迈克尔·刘易斯（Michael Lewis）的著作《大空头》及其改编的好莱坞电影中成名——在文件中显示，他已通过看跌期权对英伟达公司（Nvidia Corp.）的股票进行了大规模做空押注。此外，伯里的公司还买入了此前他曾直接持有的中概股的看跌期权，包括阿里巴巴集团（Alibaba Group Holding Ltd.）、百度公司（Baidu Inc.）和京东集团（JD.com Inc.）。根据文件，伯里投资组合中唯一保留的多头头寸是雅诗兰黛公司（Estee Lauder Cos. Inc.）的股票。根据SEC规定，所有持有超过1亿美元特定证券的机构投资管理公司必须通过每季度的13-F文件披露其持仓情况。","news_type":1,"symbols_score_info":{"NVDA":1.1,"EL":1.1}},"isVote":1,"tweetType":1,"viewCount":4227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":577997807764048,"gmtCreate":1782136223169,"gmtModify":1782136917238,"author":{"id":"3559518429695242","authorId":"3559518429695242","name":"西海岸lucky仔","avatar":"https://static.tigerbbs.com/8a73a8b07906ee078610f61c3876967a","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559518429695242","idStr":"3559518429695242"},"themes":[],"title":"","htmlText":"发出来股价就1200了，要你说…","listText":"发出来股价就1200了，要你说…","text":"发出来股价就1200了，要你说…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/577997807764048","repostId":"2645046651","repostType":2,"repost":{"id":"2645046651","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1782108311,"share":"https://www.laohu8.com/m/news/2645046651?lang=zh_CN&edition=full","pubTime":"2026-06-22 14:05","market":"other","language":"zh","title":"花旗看高美光目标价至1200美元，Q3盈利同比增速预期上调至1092%","url":"https://stock-news.laohu8.com/highlight/detail?id=2645046651","media":"华尔街见闻","summary":"花旗将美光科技目标价大幅上调43%至1200美元，核心逻辑直指内存超级周期远超预期：DRAM现货价格年内已飙涨52%，预计2026年全年均价涨幅高达200%。花旗将2026财年第三季度营收及每股收益（EPS）预测上调6%，第四季度上调5%，第三季度每股收益同比涨幅从1025%上调至1092%，内存价格对盈利的杠杆效应正全面引爆。","content":"<html><head></head><body><p style=\"text-align: left;\">花旗研究大幅上调<a href=\"https://laohu8.com/S/MU\">美光科技</a>目标价及盈利预测，认为内存市场超级周期仍在延续，价格上行动能远超此前预期。</p><p style=\"text-align: left;\">据追风交易台，花旗在6月17日报告中，将美光科技目标价从840美元上调至1200美元，维持&#34;买入&#34;评级，调幅达43%。与此同时，团队将美光2026财年及2027财年每股收益预测分别上调4%和10%，其中2027财年每股收益预测为114.73美元，较市场一致预期高出约4%。</p><p style=\"text-align: left;\"><strong>此次上调的核心逻辑在于内存价格持续超预期走强。</strong>花旗预计，受数据中心需求强劲及供给受限双重驱动，DRAM平均售价2026年全年将上涨200%，NAND平均售价同期涨幅亦达186%，价格上行趋势料延续至2027年。截至6月19日收盘，美光股价报1133美元，新目标价较现价隐含约6%的上行空间。</p><p style=\"text-align: left;\">美光将于6月24日公布2026财年第三季度（截至5月）业绩，管理层届时对长期供货协议及供需展望的最新表态，将成为市场关注焦点。</p><h2 style=\"text-align: left;\">近期季度预测同步上调，财年盈利展望大幅跃升</h2><p style=\"text-align: left;\">此次不仅调整全年预测，亦同步上调近期季度预估。<strong>报告将2026财年第三季度营收及每股收益预测上调6%，第四季度上调5%，第三季度每股收益同比涨幅从1025%上调至1092%，主要依据为更为乐观的定价预期。</strong></p><p style=\"text-align: left;\">按最新预测，美光2026财年核心每股收益为60.73美元，2027财年进一步跃升至114.73美元，2028财年则为117.83美元。营收层面，预测美光2026财年营收达1150亿美元，2027财年进一步增至1975亿美元。</p><p style=\"text-align: left;\">利润率的扩张幅度尤为显著，充分反映了内存价格上涨对盈利的高度杠杆效应。花旗预计美光2026财年毛利率将从2025财年的39.8%大幅扩张至76.9%，2027财年进一步升至82.9%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4edc000190573a8d87e21f4692d11420\" data-align=\"center\" tg-width=\"815\" tg-height=\"672\"/><span></span></p><h2 style=\"text-align: left;\">现货价格领涨，合约价格上行空间仍存</h2><p style=\"text-align: left;\">DRAM现货市场已率先反映供需紧张态势。数据显示，DRAM现货价格自今年1月初以来累计上涨52%，自4月初以来涨幅亦达22%。目前现货价格较合约价格溢价21%，花旗认为这一价差预示合约价格仍有持续上行空间。</p><p style=\"text-align: left;\">按季度拆分，花旗预计DRAM平均售价在2026年第二至第四季度将分别环比上涨37%、13%和11%；NAND平均售价同期各季度涨幅则预计为45%、17%和6%，受强劲需求与供应增长放缓共同支撑。</p><h2 style=\"text-align: left;\">供需缺口料延续至2027年，HBM成下阶段核心催化剂</h2><p style=\"text-align: left;\">花旗预计2026年全球DRAM市场供给缺口约为5%，且这一供需失衡格局将延续至2027年。报告指出，今年以来DRAM价格上涨主要集中于普通商用DRAM，而非高带宽内存（HBM），预计HBM定价明年将进一步提升，成为下一阶段价格上行的主要驱动力。</p><p style=\"text-align: left;\">供给端方面，TrendForce预测2026年DRAM行业整体产出供给增速约为30%，美光自身产出增速预计达42%。花旗还指出，DRAM持续短缺将加速互补性NAND解决方案的采用，例如KV缓存卸载技术，这一趋势有望同时利好纯NAND标的及半导体设备股。</p><p style=\"text-align: left;\">此外，报告特别提及Vera Rubin平台因DRAM供给有限出现降规格现象，进一步印证了当前供给瓶颈的现实压力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41f072bbda584ae97a15d31c4f133565\" data-align=\"center\" tg-width=\"491\" tg-height=\"324\"/><span></span></p><h2 style=\"text-align: left;\">估值折价反映高利润率风险，长协进展受投资者关注</h2><p style=\"text-align: left;\">尽管前景乐观，花旗将目标价设定于修正后2027日历年每股收益的10倍，显著低于美光历史三年峰值估值的17倍。这一折价主要反映当前毛利率处于高位所蕴含的均值回归风险，以及近期Vera Rubin降规格报道带来的供给不确定性。</p><p style=\"text-align: left;\">投资者当前关注的核心议题包括：美光更新后的2026至2027年DRAM及NAND供需展望、长期供货协议（LTA）的签署进展——花旗认为<a href=\"https://laohu8.com/S/DELL\">戴尔</a>已完成签约。随着美光6月24日财报的临近，管理层在上述议题上的最新表态将对市场预期产生直接影响。</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>花旗看高美光目标价至1200美元，Q3盈利同比增速预期上调至1092%</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花旗看高美光目标价至1200美元，Q3盈利同比增速预期上调至1092%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-22 14:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">花旗研究大幅上调<a href=\"https://laohu8.com/S/MU\">美光科技</a>目标价及盈利预测，认为内存市场超级周期仍在延续，价格上行动能远超此前预期。</p><p style=\"text-align: left;\">据追风交易台，花旗在6月17日报告中，将美光科技目标价从840美元上调至1200美元，维持&#34;买入&#34;评级，调幅达43%。与此同时，团队将美光2026财年及2027财年每股收益预测分别上调4%和10%，其中2027财年每股收益预测为114.73美元，较市场一致预期高出约4%。</p><p style=\"text-align: left;\"><strong>此次上调的核心逻辑在于内存价格持续超预期走强。</strong>花旗预计，受数据中心需求强劲及供给受限双重驱动，DRAM平均售价2026年全年将上涨200%，NAND平均售价同期涨幅亦达186%，价格上行趋势料延续至2027年。截至6月19日收盘，美光股价报1133美元，新目标价较现价隐含约6%的上行空间。</p><p style=\"text-align: left;\">美光将于6月24日公布2026财年第三季度（截至5月）业绩，管理层届时对长期供货协议及供需展望的最新表态，将成为市场关注焦点。</p><h2 style=\"text-align: left;\">近期季度预测同步上调，财年盈利展望大幅跃升</h2><p style=\"text-align: left;\">此次不仅调整全年预测，亦同步上调近期季度预估。<strong>报告将2026财年第三季度营收及每股收益预测上调6%，第四季度上调5%，第三季度每股收益同比涨幅从1025%上调至1092%，主要依据为更为乐观的定价预期。</strong></p><p style=\"text-align: left;\">按最新预测，美光2026财年核心每股收益为60.73美元，2027财年进一步跃升至114.73美元，2028财年则为117.83美元。营收层面，预测美光2026财年营收达1150亿美元，2027财年进一步增至1975亿美元。</p><p style=\"text-align: left;\">利润率的扩张幅度尤为显著，充分反映了内存价格上涨对盈利的高度杠杆效应。花旗预计美光2026财年毛利率将从2025财年的39.8%大幅扩张至76.9%，2027财年进一步升至82.9%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4edc000190573a8d87e21f4692d11420\" data-align=\"center\" tg-width=\"815\" tg-height=\"672\"/><span></span></p><h2 style=\"text-align: left;\">现货价格领涨，合约价格上行空间仍存</h2><p style=\"text-align: left;\">DRAM现货市场已率先反映供需紧张态势。数据显示，DRAM现货价格自今年1月初以来累计上涨52%，自4月初以来涨幅亦达22%。目前现货价格较合约价格溢价21%，花旗认为这一价差预示合约价格仍有持续上行空间。</p><p style=\"text-align: left;\">按季度拆分，花旗预计DRAM平均售价在2026年第二至第四季度将分别环比上涨37%、13%和11%；NAND平均售价同期各季度涨幅则预计为45%、17%和6%，受强劲需求与供应增长放缓共同支撑。</p><h2 style=\"text-align: left;\">供需缺口料延续至2027年，HBM成下阶段核心催化剂</h2><p style=\"text-align: left;\">花旗预计2026年全球DRAM市场供给缺口约为5%，且这一供需失衡格局将延续至2027年。报告指出，今年以来DRAM价格上涨主要集中于普通商用DRAM，而非高带宽内存（HBM），预计HBM定价明年将进一步提升，成为下一阶段价格上行的主要驱动力。</p><p style=\"text-align: left;\">供给端方面，TrendForce预测2026年DRAM行业整体产出供给增速约为30%，美光自身产出增速预计达42%。花旗还指出，DRAM持续短缺将加速互补性NAND解决方案的采用，例如KV缓存卸载技术，这一趋势有望同时利好纯NAND标的及半导体设备股。</p><p style=\"text-align: left;\">此外，报告特别提及Vera Rubin平台因DRAM供给有限出现降规格现象，进一步印证了当前供给瓶颈的现实压力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41f072bbda584ae97a15d31c4f133565\" data-align=\"center\" tg-width=\"491\" tg-height=\"324\"/><span></span></p><h2 style=\"text-align: left;\">估值折价反映高利润率风险，长协进展受投资者关注</h2><p style=\"text-align: left;\">尽管前景乐观，花旗将目标价设定于修正后2027日历年每股收益的10倍，显著低于美光历史三年峰值估值的17倍。这一折价主要反映当前毛利率处于高位所蕴含的均值回归风险，以及近期Vera Rubin降规格报道带来的供给不确定性。</p><p style=\"text-align: left;\">投资者当前关注的核心议题包括：美光更新后的2026至2027年DRAM及NAND供需展望、长期供货协议（LTA）的签署进展——花旗认为<a href=\"https://laohu8.com/S/DELL\">戴尔</a>已完成签约。随着美光6月24日财报的临近，管理层在上述议题上的最新表态将对市场预期产生直接影响。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"MUD":"1倍做空MU ETF-Direxion","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","MULL":"2倍做多MU ETF-GraniteShares","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4554":"元宇宙及AR概念","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) 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SGD-H1","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://wallstreetcn.com/articles/3775163","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2645046651","content_text":"花旗研究大幅上调美光科技目标价及盈利预测，认为内存市场超级周期仍在延续，价格上行动能远超此前预期。据追风交易台，花旗在6月17日报告中，将美光科技目标价从840美元上调至1200美元，维持\"买入\"评级，调幅达43%。与此同时，团队将美光2026财年及2027财年每股收益预测分别上调4%和10%，其中2027财年每股收益预测为114.73美元，较市场一致预期高出约4%。此次上调的核心逻辑在于内存价格持续超预期走强。花旗预计，受数据中心需求强劲及供给受限双重驱动，DRAM平均售价2026年全年将上涨200%，NAND平均售价同期涨幅亦达186%，价格上行趋势料延续至2027年。截至6月19日收盘，美光股价报1133美元，新目标价较现价隐含约6%的上行空间。美光将于6月24日公布2026财年第三季度（截至5月）业绩，管理层届时对长期供货协议及供需展望的最新表态，将成为市场关注焦点。近期季度预测同步上调，财年盈利展望大幅跃升此次不仅调整全年预测，亦同步上调近期季度预估。报告将2026财年第三季度营收及每股收益预测上调6%，第四季度上调5%，第三季度每股收益同比涨幅从1025%上调至1092%，主要依据为更为乐观的定价预期。按最新预测，美光2026财年核心每股收益为60.73美元，2027财年进一步跃升至114.73美元，2028财年则为117.83美元。营收层面，预测美光2026财年营收达1150亿美元，2027财年进一步增至1975亿美元。利润率的扩张幅度尤为显著，充分反映了内存价格上涨对盈利的高度杠杆效应。花旗预计美光2026财年毛利率将从2025财年的39.8%大幅扩张至76.9%，2027财年进一步升至82.9%。现货价格领涨，合约价格上行空间仍存DRAM现货市场已率先反映供需紧张态势。数据显示，DRAM现货价格自今年1月初以来累计上涨52%，自4月初以来涨幅亦达22%。目前现货价格较合约价格溢价21%，花旗认为这一价差预示合约价格仍有持续上行空间。按季度拆分，花旗预计DRAM平均售价在2026年第二至第四季度将分别环比上涨37%、13%和11%；NAND平均售价同期各季度涨幅则预计为45%、17%和6%，受强劲需求与供应增长放缓共同支撑。供需缺口料延续至2027年，HBM成下阶段核心催化剂花旗预计2026年全球DRAM市场供给缺口约为5%，且这一供需失衡格局将延续至2027年。报告指出，今年以来DRAM价格上涨主要集中于普通商用DRAM，而非高带宽内存（HBM），预计HBM定价明年将进一步提升，成为下一阶段价格上行的主要驱动力。供给端方面，TrendForce预测2026年DRAM行业整体产出供给增速约为30%，美光自身产出增速预计达42%。花旗还指出，DRAM持续短缺将加速互补性NAND解决方案的采用，例如KV缓存卸载技术，这一趋势有望同时利好纯NAND标的及半导体设备股。此外，报告特别提及Vera Rubin平台因DRAM供给有限出现降规格现象，进一步印证了当前供给瓶颈的现实压力。估值折价反映高利润率风险，长协进展受投资者关注尽管前景乐观，花旗将目标价设定于修正后2027日历年每股收益的10倍，显著低于美光历史三年峰值估值的17倍。这一折价主要反映当前毛利率处于高位所蕴含的均值回归风险，以及近期Vera Rubin降规格报道带来的供给不确定性。投资者当前关注的核心议题包括：美光更新后的2026至2027年DRAM及NAND供需展望、长期供货协议（LTA）的签署进展——花旗认为戴尔已完成签约。随着美光6月24日财报的临近，管理层在上述议题上的最新表态将对市场预期产生直接影响。","news_type":1,"symbols_score_info":{"MUU":0.6,"MULL":0.6,"MU":1.98,"MUD":0.6}},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562064631842656,"gmtCreate":1778254585162,"gmtModify":1778254587608,"author":{"id":"3559518429695242","authorId":"3559518429695242","name":"西海岸lucky仔","avatar":"https://static.tigerbbs.com/8a73a8b07906ee078610f61c3876967a","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559518429695242","idStr":"3559518429695242"},"themes":[],"title":"","htmlText":"然后今天暴涨📈12%","listText":"然后今天暴涨📈12%","text":"然后今天暴涨📈12%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562064631842656","repostId":"1111141831","repostType":2,"repost":{"id":"1111141831","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1778179948,"share":"https://www.laohu8.com/m/news/1111141831?lang=zh_CN&edition=full","pubTime":"2026-05-08 02:52","market":"sg","language":"zh","title":"异动解读 | 分析师质疑估值合理性叠加技术面超买，闪迪盘中大跌8.01%","url":"https://stock-news.laohu8.com/highlight/detail?id=1111141831","media":"异动解读","summary":"闪迪今日盘中股价大跌8.01%，引起了市场的广泛关注。消息面上，此次下跌主要源于市场对其估值合理性的质疑以及技术性回调压力。知名分析师路易·杰拉德公开质疑闪迪的估值，认为其股价在一年内从33美元飙升至1406美元，基于AI叙事与供应紧张的逻辑已显荒谬。他指出，相较于同行美光科技，闪迪当前的估值溢价缺乏基本面支撑。此外，闪迪推行的“新商业模式”被指存在核心缺陷，其长期协议采用浮动定价，无法抵御未来可能的价格下跌。","content":"<p>闪迪(SNDK)今日盘中股价大跌8.01%，引起了市场的广泛关注。</p><p>消息面上，此次下跌主要源于市场对其估值合理性的质疑以及技术性回调压力。知名分析师路易·杰拉德公开质疑闪迪的估值，认为其股价在一年内从33美元飙升至1406美元，基于AI叙事与供应紧张的逻辑已显荒谬。他指出，相较于同行美光科技，闪迪当前的估值溢价缺乏基本面支撑。现金流折现模型显示，计入2027年后价格正常化，其隐含目标价仅为372.42美元，较现价有约70%的下行空间。</p><p>此外，闪迪推行的“新商业模式”被指存在核心缺陷，其长期协议采用浮动定价，无法抵御未来可能的价格下跌。与此同时，技术分析显示该股多项指标已处于“严重超买”状态，期权市场的看跌/看涨成交比也连续多日大于1，反映出市场情绪偏向谨慎或正在通过期权对冲风险。在股价经历过去一年的惊人涨幅后，部分投资者的获利了结行为也加剧了今日的抛售压力。</p>","source":"ai_movement_cn","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\" 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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2026-05-08 02:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>闪迪(SNDK)今日盘中股价大跌8.01%，引起了市场的广泛关注。</p><p>消息面上，此次下跌主要源于市场对其估值合理性的质疑以及技术性回调压力。知名分析师路易·杰拉德公开质疑闪迪的估值，认为其股价在一年内从33美元飙升至1406美元，基于AI叙事与供应紧张的逻辑已显荒谬。他指出，相较于同行美光科技，闪迪当前的估值溢价缺乏基本面支撑。现金流折现模型显示，计入2027年后价格正常化，其隐含目标价仅为372.42美元，较现价有约70%的下行空间。</p><p>此外，闪迪推行的“新商业模式”被指存在核心缺陷，其长期协议采用浮动定价，无法抵御未来可能的价格下跌。与此同时，技术分析显示该股多项指标已处于“严重超买”状态，期权市场的看跌/看涨成交比也连续多日大于1，反映出市场情绪偏向谨慎或正在通过期权对冲风险。在股价经历过去一年的惊人涨幅后，部分投资者的获利了结行为也加剧了今日的抛售压力。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDK":"闪迪"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111141831","content_text":"闪迪(SNDK)今日盘中股价大跌8.01%，引起了市场的广泛关注。消息面上，此次下跌主要源于市场对其估值合理性的质疑以及技术性回调压力。知名分析师路易·杰拉德公开质疑闪迪的估值，认为其股价在一年内从33美元飙升至1406美元，基于AI叙事与供应紧张的逻辑已显荒谬。他指出，相较于同行美光科技，闪迪当前的估值溢价缺乏基本面支撑。现金流折现模型显示，计入2027年后价格正常化，其隐含目标价仅为372.42美元，较现价有约70%的下行空间。此外，闪迪推行的“新商业模式”被指存在核心缺陷，其长期协议采用浮动定价，无法抵御未来可能的价格下跌。与此同时，技术分析显示该股多项指标已处于“严重超买”状态，期权市场的看跌/看涨成交比也连续多日大于1，反映出市场情绪偏向谨慎或正在通过期权对冲风险。在股价经历过去一年的惊人涨幅后，部分投资者的获利了结行为也加剧了今日的抛售压力。","news_type":1,"symbols_score_info":{"SNDK":1}},"isVote":1,"tweetType":1,"viewCount":723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}