SMCI的股价下跌可_老虎社区_美港股上老虎

XXY 2025

2024-08-27

SMCI的股价下跌可能与同期英伟达股价的大跌有关。

而 $英伟达(NVDA)$ 股价下跌是因为花旗银行取消了对其的"催化剂观察"评级,并下调了业绩预估,主要原因是 Blackwell 延迟。

根据超微电脑公司(SMCI)的CEO Charles Liang在财报电话会议上的讲话,英伟达Blackwell AI GPU的延迟对SMCI的整体影响并不大$拼多多(PDD)$ $西锐(02507)$$苹果(AAPL)$ $美特尔(5DX.SI)$

踢出纳指100！SMCI该做多or做空？

纳斯达克100指数本周五盘后开启再平衡，SMCI被剔除该指数。【大家觉得这只股票股价会跌还是涨？现在你有哪些操作策略？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

Ricci_0175
2024-08-27
Ricci_0175
想多了破烂分析师不会太影响股价的
黄油手11
2024-08-27
黄油手11
了解了，有可能相关
爱如粪土
2024-08-27
爱如粪土
受英伟达股价影响
XXY 2025
2024-08-27
XXY 2025
As
- XXY 2025:
  Rt

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":342944600162528,"tweetId":"342944600162528","gmtCreate":1724745157020,"gmtModify":1724813671767,"author":{"id":3529999679251239,"idStr":"3529999679251239","authorId":3529999679251239,"authorIdStr":"3529999679251239","name":"XXY 2025","avatar":"https://static.tigerbbs.com/39285fde802a1d945ab4584b9d085ab4","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":18,"starInvestorFlag":false},"themes":[{"themeId":"a302bd33c5cb41d08ef3c9accf03faa3","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"踢出纳指100！SMCI该做多or做空？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":a302bd33c5cb41d08ef3c9accf03faa3}&rnconfig={\"headerBarHidden\": true}","description":"纳斯达克100指数本周五盘后开启再平衡，SMCI被剔除该指数。【大家觉得这只股票股价会跌还是涨？现在你有哪些操作策略？】","image":"https://static.tigerbbs.com/8eb8abd24aedfd4f7e3a997ec952cb06"}],"images":[],"coverImages":[],"html":"<html><head></head><body>SMCI的股价下跌可能与同期英伟达股价的大跌有关。\n而 $英伟达(NVDA)$ 股价下跌是因为花旗银行取消了对其的\"催化剂观察\"评级,并下调了业绩预估,主要原因是 Blackwell 延迟。\n根据超微电脑公司(SMCI)的CEO Charles Liang在财报电话会议上的讲话,英伟达Blackwell AI GPU的延迟对SMCI的整体影响并不大<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> <a href=\"https://laohu8.com/S/02507\">$西锐(02507)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> <a href=\"https://laohu8.com/S/5DX.SI\">$美特尔(5DX.SI)$</a>&nbsp;</body></html>","htmlText":"<html><head></head><body>SMCI的股价下跌可能与同期英伟达股价的大跌有关。\n而 $英伟达(NVDA)$ 股价下跌是因为花旗银行取消了对其的\"催化剂观察\"评级,并下调了业绩预估,主要原因是 Blackwell 延迟。\n根据超微电脑公司(SMCI)的CEO Charles Liang在财报电话会议上的讲话,英伟达Blackwell AI GPU的延迟对SMCI的整体影响并不大<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> <a href=\"https://laohu8.com/S/02507\">$西锐(02507)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> <a href=\"https://laohu8.com/S/5DX.SI\">$美特尔(5DX.SI)$</a>&nbsp;</body></html>","text":"SMCI的股价下跌可能与同期英伟达股价的大跌有关。 而 $英伟达(NVDA)$ 股价下跌是因为花旗银行取消了对其的\"催化剂观察\"评级,并下调了业绩预估,主要原因是 Blackwell 延迟。 根据超微电脑公司(SMCI)的CEO Charles Liang在财报电话会议上的讲话,英伟达Blackwell AI GPU的延迟对SMCI的整体影响并不大$拼多多(PDD)$ $西锐(02507)$$苹果(AAPL)$ $美特尔(5DX.SI)$","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":1,"favoriteSize":0,"link":"https://laohu8.com/post/342944600162528","repostId":0,"isVote":1,"tweetType":1,"viewCount":1882,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["5DX.SI","02507"],"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":317,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":342965322797192,"commentId":"342965322797192","gmtCreate":1724750191830,"gmtModify":1724750195426,"authorId":3517338624162119,"author":{"id":3517338624162119,"idStr":"3517338624162119","authorId":3517338624162119,"name":"Ricci_0175","avatar":"https://static.tigerbbs.com/a81cbd6095767acf4cc9b9bb73f4f561","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":342944600162528,"objectIdStr":"342944600162528","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"想多了 破烂分析师不会太影响股价的&nbsp;","text":"想多了 破烂分析师不会太影响股价的&nbsp;","html":"想多了 破烂分析师不会太影响股价的&nbsp;","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":342945946923280,"commentId":"342945946923280","gmtCreate":1724745522577,"gmtModify":1724757769606,"authorId":9000000000000293,"author":{"id":9000000000000293,"idStr":"9000000000000293","authorId":9000000000000293,"name":"黄油手11","avatar":"https://static.tigerbbs.com/8ba918f1f958c1c1d7bc552dcd772a5e","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":342944600162528,"objectIdStr":"342944600162528","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"了解了，有可能相关","text":"了解了，有可能相关","html":"了解了，有可能相关","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":342946491469864,"commentId":"342946491469864","gmtCreate":1724745521306,"gmtModify":1724757774107,"authorId":10000000000010324,"author":{"id":10000000000010324,"idStr":"10000000000010325","authorId":10000000000010324,"name":"爱如粪土","avatar":"https://static.tigerbbs.com/85ea4306d69c1874a47662d8c407ce08","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":342944600162528,"objectIdStr":"342944600162528","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"受英伟达股价影响","text":"受英伟达股价影响","html":"受英伟达股价影响","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":342949907091640,"commentId":"342949907091640","gmtCreate":1724746358077,"gmtModify":1724746361553,"authorId":3529999679251239,"author":{"id":3529999679251239,"idStr":"3529999679251239","authorId":3529999679251239,"name":"XXY 2025","avatar":"https://static.tigerbbs.com/39285fde802a1d945ab4584b9d085ab4","vip":1,"currentWearingBadge":{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1102},"hat":"https://static.tigerbbs.com/5c5b6ed6e3b5dcb14f9ef3ceb365e412","crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":342944600162528,"objectIdStr":"342944600162528","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"As","text":"As","html":"As","likeSize":0,"commentSize":1,"subComments":[{"id":342952082137368,"commentId":"342952082137368","gmtCreate":1724747008932,"gmtModify":1724747013887,"authorId":3529999679251239,"author":{"id":3529999679251239,"idStr":"3529999679251239","authorId":3529999679251239,"name":"XXY 2025","avatar":"https://static.tigerbbs.com/39285fde802a1d945ab4584b9d085ab4","vip":1,"currentWearingBadge":{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1102},"hat":"https://static.tigerbbs.com/5c5b6ed6e3b5dcb14f9ef3ceb365e412","crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":342944600162528,"objectIdStr":"342944600162528","type":1,"supId":342949907091640,"supIdStr":"342949907091640","prevId":0,"prevIdStr":"0","content":"Rt","text":"Rt","html":"Rt"}],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/342944600162528"}