大A仙尊护道人的个人主页 - 老虎社区

大A仙尊护道人

大A仙尊护道人

稀缺定律:持有人群好，本身稀缺，关注度高

IP属地：山东

44关注

6粉丝

0主题

0勋章

大A仙尊护道人

04-27

$小鹏集团-W(09868)$ 开始做空

大A仙尊护道人

04-27

吹牛逼最行，做空时刻

何小鹏重申目标：到今年8月，在中国实现自动驾驶能力超越特斯拉

大A仙尊护道人

04-24

$JPMorgan Nasdaq Equity Premium Yield ETF(ROCQ)$ 等分红看和qqqi怎么样

大A仙尊护道人

04-24

$南方两倍做多海力士(07709)$ 跌吧铁铁

大A仙尊护道人

04-24

$甘肃银行(02139)$ 谁吹呢酷酷分红倒闭这一块

大A仙尊护道人

04-23

$粉笔(02469)$ 3毛钱我买点

大A仙尊护道人

04-21

$胜宏科技(02476)$ 。这么垃圾呀，得亏昨天没买。

大A仙尊护道人

04-20

$胜宏科技(02476)$ 比a股还贵

大A仙尊护道人

04-20

$胜宏科技(02476)$ 太贵了，走了走了。

大A仙尊护道人

04-17

spacex值🉐 总有人说上市吸干流动性，你不看流入多少，大家筹钱买呢 1.75万亿上市 5年后8万亿美元

大A仙尊护道人

04-15

我想酷酷赚钱 700万退休

大A仙尊护道人

04-15

$思格新能(06656)$

大A仙尊护道人

04-14

$泡泡玛特(09992)$ 千万不要相信中国人说的话最后都是一地鸡毛

大A仙尊护道人

04-14

中国人的话都不能信

“中国巴菲特”段永平已开始买入泡泡玛特，通过期权方式布局

大A仙尊护道人

04-08

$南方两倍做多海力士(07709)$ 韩国太猛了。

大A仙尊护道人

04-04

$Tema Space Innovators ETF(NASA)$ 买入不是为了赚钱，而是支持人类的梦想

大A仙尊护道人

04-03

我还没上车

存储火爆、业绩炸裂！三星电子Q1营业利润或猛增六倍创新高，接近去年全年总和

大A仙尊护道人

04-03

$长飞光纤光缆(06869)$ 可以买吗宝贝

大A仙尊护道人

04-02

$南方两倍做多海力士(07709)$ 这么狠 v反了

大A仙尊护道人

04-01

$南方两倍做多海力士(07709)$ 不是，你开这么高，别人怎么买？

去老虎APP查看更多动态

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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\">2026-04-14 11:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>近日，“中国巴菲特”段永平频频提起 <a href=\"https://laohu8.com/S/09992\">泡泡玛特</a> 并公开表示“我的泡泡玛特保险公司正式开张了”。这表明段永平已经开始买入泡泡玛特，通过卖出看跌期权的方式开始布局。</p><p>此前，段永平在评价泡泡玛特2025年年报时说，财报的盈利激发他的好奇心，连续好几天去理解泡泡玛特，“很久没有过这种兴奋感了。”段永平还称：“泡泡玛特的壁垒远比想象中强大。”他认为泡泡玛特的壁垒目前看上去有几个：已经建立起来的用户关注度（品牌），艺术家的签约壁垒，全球各地的门店，强大的王宁和他的team（包括生产、物流X品质以及一切及其他）。</p><p>泡泡玛特盘中直线拉升。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/558a8f07365609b70492f22f474cf7b6\" title=\"\" tg-width=\"560\" tg-height=\"240\" 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买入不是为了赚钱，而是支持人类的梦想","images":[{"img":"https://static.tigerbbs.com/f4a98b155e323fecf10a5acaa9cd7813","width":"1260","height":"692"},{"img":"https://static.tigerbbs.com/a399c40b645a7a8ac397a2ed1cb364a6","width":"1248","height":"680"},{"img":"https://static.tigerbbs.com/50f635dc7c557e86ffb8602aa9f53d5e","width":"1252","height":"732"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549919151949072","isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":549676874752896,"gmtCreate":1775220290878,"gmtModify":1775220293344,"author":{"id":"3562558667625756","authorId":"3562558667625756","name":"大A仙尊护道人","avatar":"https://static.tigerbbs.com/73943d2dd2acf5f716de00264cf34559","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562558667625756","idStr":"3562558667625756"},"themes":[],"title":"","htmlText":"我还没上车","listText":"我还没上车","text":"我还没上车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549676874752896","repostId":"2624765952","repostType":2,"repost":{"id":"2624765952","kind":"news","pubTimestamp":1775218078,"share":"https://www.laohu8.com/m/news/2624765952?lang=zh_CN&edition=full","pubTime":"2026-04-03 20:07","market":"us","language":"zh","title":"存储火爆、业绩炸裂！三星电子Q1营业利润或猛增六倍创新高，接近去年全年总和","url":"https://stock-news.laohu8.com/highlight/detail?id=2624765952","media":"智通财经","summary":"智通财经APP获悉，受益于人工智能热潮推动的芯片价格飙升，三星电子第一季度营业利润可能将增长六倍，创下季度新高，并接近其上一财年全年利润。自2月28日伊朗战争爆发以来，三星的股价已下跌14%。尽管如此，受大型科技公司数千亿美元人工智能投资计划的提振，三星股价今年迄今仍上涨了50%。其他业务尽管三星的存储芯片部门将贡献其大部分利润，但其其他业务预计将面临困境。","content":"<html><head></head><body><p>受益于人工智能热潮推动的芯片价格飙升，<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>第一季度营业利润可能将增长六倍，创下季度新高，并接近其上一财年全年利润。LSEG的数据显示，分析师预测，受存储芯片“前所未有的超级周期”的提振，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>预计将于下周二公布营收增长50%，利润达到40.5万亿韩元(约合269亿美元)。</p><p>相比之下，去年这家全球最大的存储芯片制造商的营业利润为43.6万亿韩元。一些分析师甚至更为乐观，例如花旗预测营业利润将达到51万亿韩元。</p><p>“情况不能更好了，” Daol Investment &amp; Securities 的分析师 Ko Yeongmin 表示，他指的是存储芯片市场的强劲势头。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d4362150dd1b1c6da68a38d092d75140\" tg-width=\"648\" tg-height=\"417\"/></p><p><strong>战争带来的不利影响</strong></p><p>尽管预期盈利将大幅增长，但投资者可能会更关注中东战争对三星增长势头的影响程度。然而，三星通常不会过多谈及业绩展望，直到本月晚些时候发布更详细的盈利分析报告。</p><p>战争推高了能源成本，并有可能扰乱关键生产材料的供应，这反过来可能迫使大型科技公司削减对人工智能数据中心的投资。此外，由于设备制造商提高了智能手机、电脑和其他产品的价格，抑制了消费者需求，DRAM(动态随机存取存储器)芯片的现货价格也出现了一些回落迹象。</p><p>这些担忧，以及<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>(GOOGL.US)上个月发布的名为TurboQuant的内存节省技术，都导致了内存芯片股票的抛售潮。自2月28日伊朗战争爆发以来，三星的股价已下跌14%。尽管如此，受大型科技公司数千亿美元人工智能投资计划的提振，三星股价今年迄今仍上涨了50%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/474fb8686d6d909f4e2c633ed014fa9d\" tg-width=\"644\" tg-height=\"397\"/></p><p><strong>芯片仍然短缺</strong></p><p>一些专家对前景依然乐观，他们指出内存芯片严重短缺。半导体分销商Fusion Worldwide总裁Tobey Gonnerman表示：“过去三四周，我们看到内存芯片现货价格有所回落。但我们认为这只是暂时的。需求和积压订单依然强劲。”他补充说，内存芯片的生产需要很长时间才能满足总需求。</p><p>市场研究机构Trendforce也预计DRAM芯片的传统合约价格将继续飙升。第一季度DRAM芯片合约价格较上一季度翻了一番，预计4月至6月期间将上涨58%至63%。</p><p><a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>联席CEO全永铉(Young Hyun Jun)上个月告诉股东，该公司正在与主要客户合作，将合约期限延长至三至五年，以保护他们免受潜在需求波动的影响。</p><p><strong>其他业务</strong></p><p>尽管三星的存储芯片部门将贡献其大部分利润，但其其他业务预计将面临困境。分析师表示，三星的芯片代工业务(与<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)竞争)预计将持续亏损。不过，该部门近期与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)达成合作，将共同开发新型人工智能推理处理器，这为其带来了一定的提振。</p><p>据Kiwoom Securities预测，由于存储成本上涨和激烈的市场竞争，三星智能手机和液晶显示器部门第一季度的利润可能都将下滑近一半。此外，三星还可能面临工资成本上涨的挑战，因为其在韩国的工会已要求改革奖金制度，并威胁将于 5 月份举行罢工。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>存储火爆、业绩炸裂！三星电子Q1营业利润或猛增六倍创新高，接近去年全年总和</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存储火爆、业绩炸裂！三星电子Q1营业利润或猛增六倍创新高，接近去年全年总和\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-03 20:07 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1425104.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>受益于人工智能热潮推动的芯片价格飙升，三星电子第一季度营业利润可能将增长六倍，创下季度新高，并接近其上一财年全年利润。LSEG的数据显示，分析师预测，受存储芯片“前所未有的超级周期”的提振，三星预计将于下周二公布营收增长50%，利润达到40.5万亿韩元(约合269亿美元)。相比之下，去年这家全球最大的存储芯片制造商的营业利润为43.6万亿韩元。一些分析师甚至更为乐观，例如花旗预测营业利润将达到51...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1425104.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/83a889b72015cbc53a5f2d8fd313e1cc","relate_stocks":{"BK4585":"ETF&股票定投概念","07747":"南方两倍做多三星电子","09347":"南方两倍做空三星电子(美元)","FLKR":"Franklin FTSE South Korea ETF","BK4170":"电脑硬件、储存设备及电脑周边","KORU":"Direxion Daily MSCI South Korea Bull 3x Shares","BK4581":"高盛持仓","MKOR":"Matthews Korea Active ETF","EWY":"韩国ETF-iShares MSCI","BK4588":"碎股","BK4543":"AI","BK4504":"桥水持仓","SSNLF":"三星电子","KF":"韩国基金","BK4550":"红杉资本持仓"},"source_url":"http://www.zhitongcaijing.com/content/detail/1425104.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2624765952","content_text":"受益于人工智能热潮推动的芯片价格飙升，三星电子第一季度营业利润可能将增长六倍，创下季度新高，并接近其上一财年全年利润。LSEG的数据显示，分析师预测，受存储芯片“前所未有的超级周期”的提振，三星预计将于下周二公布营收增长50%，利润达到40.5万亿韩元(约合269亿美元)。相比之下，去年这家全球最大的存储芯片制造商的营业利润为43.6万亿韩元。一些分析师甚至更为乐观，例如花旗预测营业利润将达到51万亿韩元。“情况不能更好了，” Daol Investment & Securities 的分析师 Ko Yeongmin 表示，他指的是存储芯片市场的强劲势头。战争带来的不利影响尽管预期盈利将大幅增长，但投资者可能会更关注中东战争对三星增长势头的影响程度。然而，三星通常不会过多谈及业绩展望，直到本月晚些时候发布更详细的盈利分析报告。战争推高了能源成本，并有可能扰乱关键生产材料的供应，这反过来可能迫使大型科技公司削减对人工智能数据中心的投资。此外，由于设备制造商提高了智能手机、电脑和其他产品的价格，抑制了消费者需求，DRAM(动态随机存取存储器)芯片的现货价格也出现了一些回落迹象。这些担忧，以及谷歌(GOOGL.US)上个月发布的名为TurboQuant的内存节省技术，都导致了内存芯片股票的抛售潮。自2月28日伊朗战争爆发以来，三星的股价已下跌14%。尽管如此，受大型科技公司数千亿美元人工智能投资计划的提振，三星股价今年迄今仍上涨了50%。芯片仍然短缺一些专家对前景依然乐观，他们指出内存芯片严重短缺。半导体分销商Fusion Worldwide总裁Tobey 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