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02-04
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特斯拉掉队！华尔街热议：谁来替补“科技七姐妹”？
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100","bigImgUrl":"https://static.tigerbbs.com/556b13e675ec6fa1a877ec0c9860c5f0","smallImgUrl":"https://static.tigerbbs.com/177968b7619e5233f005572817da5e36","grayImgUrl":"https://static.tigerbbs.com/163c3f461f45a3bde3077a7179194a5a","redirectLinkEnabled":0,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.03","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":34,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>拉了</p></body></html>","htmlText":"<html><head></head><body><p>拉了</p></body></html>","text":"拉了","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/270365525754096","repostId":2408460946,"repostType":2,"repost":{"id":"2408460946","kind":"news","pubTimestamp":1707003320,"share":"https://www.laohu8.com/m/news/2408460946?lang=&edition=full","pubTime":"2024-02-04 07:35","market":"us","language":"zh","title":"特斯拉掉队！华尔街热议：谁来替补“科技七姐妹”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2408460946","media":"华尔街见闻","summary":"博通、AMD是热门的“替补”提名。","content":"<html><head></head><body><blockquote><p>博通、AMD是热门的“替补”提名。</p></blockquote><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>科技股“七姐妹”之一的地位岌岌可危。</p><p>在价格战挤压利润、财报不及预期等因素影响下，今年以来，特斯拉股价持续走低，累计跌幅达到24%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be20fbff061b18c8a4e749cedca9ea6e\" tg-width=\"560\" tg-height=\"240\"/></p><p>周四，特斯拉股票甚至走出了“死亡交叉”——50天移动均线跌破了200天移动均线——有交易员认为这传递出股价将继续下跌的信号。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e72fb3c56f75165078ac2510431ff24\" title=\"\" tg-width=\"1024\" tg-height=\"729\"/></p><p>ABC基金公司（ABC Funds）高级投资分析师Brandon Michael表示：</p><blockquote><p>“现在只有科技股‘六姐妹’了。”</p><p>"特斯拉面临着来自中国电动汽车制造商的竞争、降价、利润缩水等诸多问题，甚至马斯克自己也说Dojo超级计算机是一个遥不可及的目标。”</p></blockquote><p>有十几位交易员向媒体表示，下一个“接棒”的特斯拉的很有可能是<strong>“一个将AI蓬勃发展的势头成功货币化的企业”</strong>。</p><p>有媒体报道认为，借贷成本高企、政府补贴减少、持续的价格战这些因素也对特斯拉构成挑战。</p><p><strong>市场现在更看重AI“货币化”的能力</strong></p><p>作为科技股“七姐妹”中另一个表现不尽如人意的公司，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>也面临市场的质疑。截至本周，苹果股价累计下跌0.3%。</p><p>B Riley Wealth的首席市场策略师Art Hogan指出：</p><blockquote><p>“让我们把日历翻到2024年，这是‘证明自己’的一年——<strong>科技公司们不仅要证明它们使用AI的能力，而且还要证明将AI‘货币化’的能力。</strong>因此，苹果的一些光环已经褪去。”</p></blockquote><p>与此同时的是，随着对人工智能的乐观情绪不断升温，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价今年已累涨31%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>累涨了约9%，费城半导体指数创收盘历史新高。</p><p><strong>谁会“接棒”特斯拉？</strong></p><p>美国通信芯片巨头<a href=\"https://laohu8.com/S/AVGO\">博通</a>是一个热门选项。</p><p>受益于人工智能概念的持续发酵，博通的市值在2023年实现了翻番，并首次挤入美国前十。有交易员押注其最近将要完成的对云计算公司VMware的收购可能也会给其股价带来一定提振。</p><p>去年，博通的亮眼表现让华尔街分析师们一直认为，<strong>博通很可能是在英伟达之后，又一个受益于AI基础设施需求的公司</strong>。</p><p>Michael认为：</p><blockquote><p>“如果要我选取第七个，那就是博通，它是定制芯片领域的领导者，正在推动人工智能革命。"</p></blockquote><p>另一个被提名的是美国芯片巨头AMD，也是英伟达的主要竞争对手，其股价在去年跃升了2倍多。</p><p>最新财报显示，AMD第四季度营收超预期，但由于对第一季度的业绩指引不及预期，导致该公司股价盘后下跌超过6%。</p><p>IG Group首席市场分析师Chris Beauchamp认为，虽然AMD的市值远不及特斯拉，但因为它将是人工智能热潮的一大受益者，因此可以“挺身而出”。</p><p>更普遍的观点是，<strong>科技股“七姐妹”可能会缩减为六个成员，变为科技股“六姐妹”</strong>。</p></body></html>","source":"wallstreetcn_hot_news","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\" 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href=\"https://wallstreetcn.com/articles/3707887\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/751b67d2293e24b5b6c7edbc04a04eff","relate_stocks":{"BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4588":"碎股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4551":"寇图资本持仓","BK4574":"无人驾驶","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1548497426.USD":"安联环球人工智能AT Acc","BK4581":"高盛持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1861220033.SGD":"Blackrock Next 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Michael表示：“现在只有科技股‘六姐妹’了。”\"特斯拉面临着来自中国电动汽车制造商的竞争、降价、利润缩水等诸多问题，甚至马斯克自己也说Dojo超级计算机是一个遥不可及的目标。”有十几位交易员向媒体表示，下一个“接棒”的特斯拉的很有可能是“一个将AI蓬勃发展的势头成功货币化的企业”。有媒体报道认为，借贷成本高企、政府补贴减少、持续的价格战这些因素也对特斯拉构成挑战。市场现在更看重AI“货币化”的能力作为科技股“七姐妹”中另一个表现不尽如人意的公司，苹果也面临市场的质疑。截至本周，苹果股价累计下跌0.3%。B Riley Wealth的首席市场策略师Art Hogan指出：“让我们把日历翻到2024年，这是‘证明自己’的一年——科技公司们不仅要证明它们使用AI的能力，而且还要证明将AI‘货币化’的能力。因此，苹果的一些光环已经褪去。”与此同时的是，随着对人工智能的乐观情绪不断升温，英伟达股价今年已累涨31%，微软累涨了约9%，费城半导体指数创收盘历史新高。谁会“接棒”特斯拉？美国通信芯片巨头博通是一个热门选项。受益于人工智能概念的持续发酵，博通的市值在2023年实现了翻番，并首次挤入美国前十。有交易员押注其最近将要完成的对云计算公司VMware的收购可能也会给其股价带来一定提振。去年，博通的亮眼表现让华尔街分析师们一直认为，博通很可能是在英伟达之后，又一个受益于AI基础设施需求的公司。Michael认为：“如果要我选取第七个，那就是博通，它是定制芯片领域的领导者，正在推动人工智能革命。\"另一个被提名的是美国芯片巨头AMD，也是英伟达的主要竞争对手，其股价在去年跃升了2倍多。最新财报显示，AMD第四季度营收超预期，但由于对第一季度的业绩指引不及预期，导致该公司股价盘后下跌超过6%。IG Group首席市场分析师Chris Beauchamp认为，虽然AMD的市值远不及特斯拉，但因为它将是人工智能热潮的一大受益者，因此可以“挺身而出”。更普遍的观点是，科技股“七姐妹”可能会缩减为六个成员，变为科技股“六姐妹”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1319,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/270365525754096"}
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