ZMY6641
11-11
股票市场本质上就是个赌博,就是比是看多的人多还是看空的人多。看多的人多就涨,否则就跌
马斯克押对了特朗普,但散户最爱的还是英伟达
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16:43","market":"us","language":"zh","title":"马斯克押对了特朗普,但散户最爱的还是英伟达","url":"https://stock-news.laohu8.com/highlight/detail?id=2482027422","media":"华尔街见闻","summary":"Vanda Research分析师表示,很难说散户在未来几个月内会更倾向于哪一只股票,如果英伟达11月的财报再度大幅超出预期,可能会使散户继续关注英伟达;而如果业绩只是符合预期,则可能使特斯拉重新成为散户购买最多的股票。","content":"<p>当上特朗普的榜一大哥后,马斯克的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>能重新成为散户最爱的股票吗?这可能取决于<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>。</p><p><strong>近期,特斯拉的散户交易量有所反弹,选举之夜成为交易最多的股票之一,但是,英伟达仍然是散户购买最多的股票,未来这种情况是否会持续,不仅取决于特斯拉的表现,也取决于英伟达的表现。</strong>Vanda Research的分析师表示:</p><blockquote><p>“很难说散户在未来几个月内会更倾向于哪一只股票,英伟达11月21日将要发布的财报可能会让散户优先关注它,<strong>如果财报再度大幅超出预期,可能会使个人投资者继续关注英伟达;而如果业绩符合市场预期,则可能成为英伟达的‘卖出消息’,从而使特斯拉重新成为散户购买最多的股票。</strong>”</p></blockquote><p>特斯拉曾是散户的最爱——2020年,散户疯狂涌向特斯拉,公司股价在那一年涨超740%。随后几年里,散户对特斯拉的热情与日俱增,2022年,特斯拉超过<a href=\"https://laohu8.com/S/AAPL\">苹果</a>成为了最受散户喜爱的股票。然而,到了2024年,散户的热情逐渐消退了,英伟达超越特斯拉成为散户交易量最多的股票。</p><p><strong>而这可能又将迎来改变——特朗普获胜后,特斯拉股价飙升,在大选后一日上涨了14.8%,现报321.22美元/股。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d4c30c48cef8f1a9073fb85c5a60d72\" tg-width=\"865\" tg-height=\"523\"></p><h2 id=\"id_215410622\">特朗普胜选,特斯拉是最大赢家?</h2><p><strong>目前,市场的目光聚焦于特朗普上任是否对特斯拉有利。</strong></p><p>CFRA Research副总裁兼高级股权分析师Garrett Nelson在一份报告中写道:</p><blockquote><p>“在我们看来,特斯拉和马斯克可能是此次选举结果的最大赢家,我们认为特朗普的胜利将有助于加速特斯拉自动驾驶技术的监管批准。根据众议院选举的结果,我们认为现有的电动车税收优惠可能面临来自税法变更的风险,这将进一步扩大特斯拉的竞争优势,因为我们认为特斯拉是唯一一家盈利的电动车制造商。</p><p>基于这些原因,我们认为特斯拉的股票值得更高的市盈率,但我们也承认短期内存在挑战。”</p></blockquote><p>此前分析师Wedbush Securities也表示,表面上看,特朗普执政对特斯拉来说似乎不是好消息,因为特朗普可能取消电动车激励措施,但实际上,这反而有利于特斯拉,因为特斯拉的竞争对手更依赖这些激励政策。</p><h2 id=\"id_3021184557\">击败苹果和特斯拉,英伟达成为散户投资组合中的最大持仓</h2><p>上半年,《市场观察》报道,<strong>英伟达已经成为散户投资者组合中的最大持仓。</strong></p><p>投资研究公司Vanda Research收集了散户投资组合中最广泛持有的15只股票和ETF的数据,并按权重进行排序,英伟达以9.3%的权重位居榜首,超过了其他热门股票,如苹果、<a href=\"https://laohu8.com/S/CSPX.UK\">标普500 ETF</a>、特斯拉、纳斯达克100 ETF、Meta等。而一年前,英伟达在平均散户投资组合中的权重只有4.2%。</p><p>Vanda Research还披露,过去一年散户净买入英伟达股票的金额高达137.87亿美元。</p><p>分析认为,<strong>英伟达广受欢迎的原因主要是其股价的迅速上涨,财报屡屡大超预期,且散户偏爱科技股</strong>——过去一年,英伟达的股价上涨了203%,第二季度,英伟达营收300亿美元,环比增长15%,同比增长122%,远高于280亿的预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93099e6889a0eeb0a4b65d44cd5b8697\" tg-width=\"1024\" tg-height=\"628\"></p><p></p>","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\" />\n<title>马斯克押对了特朗普,但散户最爱的还是英伟达</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://wpimg-wscn.awtmt.com/1f281c45-a947-4f34-8eee-bca4563dfc34.png","relate_stocks":{"IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4548":"巴美列捷福持仓","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0823414478.USD":"法巴经典能源转换基金","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","NVDA":"英伟达","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4554":"元宇宙及AR概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" 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INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4551":"寇图资本持仓","TSLA":"特斯拉","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","L":"洛斯公司","3NVD.UK":"LS 3X NVIDIA","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC"},"source_url":"https://wallstreetcn.com/articles/3733616","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2482027422","content_text":"当上特朗普的榜一大哥后,马斯克的特斯拉能重新成为散户最爱的股票吗?这可能取决于英伟达。近期,特斯拉的散户交易量有所反弹,选举之夜成为交易最多的股票之一,但是,英伟达仍然是散户购买最多的股票,未来这种情况是否会持续,不仅取决于特斯拉的表现,也取决于英伟达的表现。Vanda Research的分析师表示:“很难说散户在未来几个月内会更倾向于哪一只股票,英伟达11月21日将要发布的财报可能会让散户优先关注它,如果财报再度大幅超出预期,可能会使个人投资者继续关注英伟达;而如果业绩符合市场预期,则可能成为英伟达的‘卖出消息’,从而使特斯拉重新成为散户购买最多的股票。”特斯拉曾是散户的最爱——2020年,散户疯狂涌向特斯拉,公司股价在那一年涨超740%。随后几年里,散户对特斯拉的热情与日俱增,2022年,特斯拉超过苹果成为了最受散户喜爱的股票。然而,到了2024年,散户的热情逐渐消退了,英伟达超越特斯拉成为散户交易量最多的股票。而这可能又将迎来改变——特朗普获胜后,特斯拉股价飙升,在大选后一日上涨了14.8%,现报321.22美元/股。特朗普胜选,特斯拉是最大赢家?目前,市场的目光聚焦于特朗普上任是否对特斯拉有利。CFRA Research副总裁兼高级股权分析师Garrett Nelson在一份报告中写道:“在我们看来,特斯拉和马斯克可能是此次选举结果的最大赢家,我们认为特朗普的胜利将有助于加速特斯拉自动驾驶技术的监管批准。根据众议院选举的结果,我们认为现有的电动车税收优惠可能面临来自税法变更的风险,这将进一步扩大特斯拉的竞争优势,因为我们认为特斯拉是唯一一家盈利的电动车制造商。基于这些原因,我们认为特斯拉的股票值得更高的市盈率,但我们也承认短期内存在挑战。”此前分析师Wedbush Securities也表示,表面上看,特朗普执政对特斯拉来说似乎不是好消息,因为特朗普可能取消电动车激励措施,但实际上,这反而有利于特斯拉,因为特斯拉的竞争对手更依赖这些激励政策。击败苹果和特斯拉,英伟达成为散户投资组合中的最大持仓上半年,《市场观察》报道,英伟达已经成为散户投资者组合中的最大持仓。投资研究公司Vanda Research收集了散户投资组合中最广泛持有的15只股票和ETF的数据,并按权重进行排序,英伟达以9.3%的权重位居榜首,超过了其他热门股票,如苹果、标普500 ETF、特斯拉、纳斯达克100 ETF、Meta等。而一年前,英伟达在平均散户投资组合中的权重只有4.2%。Vanda Research还披露,过去一年散户净买入英伟达股票的金额高达137.87亿美元。分析认为,英伟达广受欢迎的原因主要是其股价的迅速上涨,财报屡屡大超预期,且散户偏爱科技股——过去一年,英伟达的股价上涨了203%,第二季度,英伟达营收300亿美元,环比增长15%,同比增长122%,远高于280亿的预期。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"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":81,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/369858487357880"}
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