显卡之王
09-27
瞎了眼了，呵呵。国内融券无限量，过一阵砸死他。
对冲基金大佬泰珀：卖英伟达，买中国股票
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唤唤霸霸
09-27
唤唤霸霸
国内你这种张口就来也无限量，确实可怕
显卡之王
:
国内融券无限量是真的，已经曝光了，真开砸起来谁也接不下来
华尔街之吧
09-27
华尔街之吧
人家买港股 缅a有百度 阿里？
天菜交易员
09-27
天菜交易员
他是中概股
什么也没有了～
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href=\"http://www.zhitongcaijing.com/content/detail/1187986.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"http://www.zhitongcaijing.com/content/detail/1187986.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2470073741","content_text":"亿万富翁投资者大卫·泰珀(David Tepper)表示，他对是否购买更多英伟达的股票犹豫不决，并质疑这家芯片制造商是否有足够的增长能力。泰珀在接受采访时表示，他已经卖出了“大量”持有的英伟达股票，因为他认为该股价格看起来过高，最终会下跌。他在第二季度出售了84%的股份，截至6月底，他所持股份降至约8500万美元。英伟达较一个月前下跌4.35%，不过今年迄今上涨了149.4%。他质疑该股是否有“足够的增长动力”，以及“下一代模型是否能取代他们的芯片”。他补充说，该股在2024年和2025年看起来很棒，但他“不知道”2026年的情况。泰珀于1993年创立了阿帕卢萨管理公司(Appaloosa Management)。英伟达目前的市值为3万亿美元，但仍比6月份的历史高点低12%。泰珀的结论是：“与其他我更有信心的股票相比，英伟达并不是我的首选。”相反，泰珀建议投资“买入一切”中国相关的资产。他将自己对中国资产的大笔押注，归因于中国本周出台的大规模刺激措施。他在周四接受采访时说：“我以为美联储上周的做法会导致中国放松货币政策，但我没料到他们的刺激力度会这么大。”今年第二季度，他的对冲基金持有今年早些时候收购的中国公司的大部分股份，尽管阿里巴巴集团(BABA.US)和美国科技巨头的股份被削减。如今，在中国承诺支持财政支出、稳定房地产行业、加大力度提振经济增长之后，他又开始抢购包括阿里巴巴和百度(BIDU.US)在内的中国股票。他说：“我们持有的中国股票时间更长一些，也更多一些。”他表示，即使在本周股价飙升之后，中国股票的估值仍很低，这是他买入中国股票的原因之一。截至发稿，英伟达盘前跌超1%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":479,"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":42,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":353938302234944,"commentId":"353938302234944","gmtCreate":1727427985741,"gmtModify":1727427989656,"authorId":3547499860800538,"author":{"id":3547499860800538,"idStr":"3547499860800538","authorId":3547499860800538,"name":"唤唤霸霸","avatar":"https://static.tigerbbs.com/4842950dc96000bc44fa266137eef860","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353937995751656,"objectIdStr":"353937995751656","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"国内你这种张口就来也无限量，确实可怕","text":"国内你这种张口就来也无限量，确实可怕","html":"国内你这种张口就来也无限量，确实可怕","likeSize":0,"commentSize":1,"subComments":[{"id":354068459585768,"commentId":"354068459585768","gmtCreate":1727450544847,"gmtModify":1727450548557,"authorId":4173149581503700,"author":{"id":4173149581503700,"idStr":"4173149581503700","authorId":4173149581503700,"name":"显卡之王","avatar":"https://static.tigerbbs.com/09322b22510beb1d0e83a8d72bd297ac","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.03","exceedPercentage":"93.19%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/6444b4970948c1077534c593eccd6d16","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353937995751656,"objectIdStr":"353937995751656","type":1,"supId":353938302234944,"supIdStr":"353938302234944","prevId":0,"prevIdStr":"0","content":"国内融券无限量是真的，已经曝光了，真开砸起来谁也接不下来","text":"国内融券无限量是真的，已经曝光了，真开砸起来谁也接不下来","html":"国内融券无限量是真的，已经曝光了，真开砸起来谁也接不下来"}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0},{"id":353999689384224,"commentId":"353999689384224","gmtCreate":1727433823465,"gmtModify":1727433827195,"authorId":3545228092363147,"author":{"id":3545228092363147,"idStr":"3545228092363147","authorId":3545228092363147,"name":"华尔街之吧","avatar":"https://static.tigerbbs.com/fd0c61175b3eb317ebf8b952a45bf3c7","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"80.89%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353937995751656,"objectIdStr":"353937995751656","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"人家买港股 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