wlop
2023-05-25
感觉像tsla,在经历疯狂上了一万亿大关之后会慢慢回调,永远保持警觉
@话题虎:
一小时暴涨2200亿!英伟达能够站稳万亿市值宝座吗?
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class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a059c39b28617ed521f7645c4244df9c\" tg-width=\"734\" tg-height=\"292\"></p><p>周三盘后, <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 公布了超预期的财报。数据显示,一季度营收71.9亿美元,同比下降13%,好于分析师预期的 65.2亿美元;调整后每股收益1.09美元,超出预期的0.92美元。</p><p>一季度游戏营收22.4亿美元,虽然同比仍旧下降,但环比涨了22%;数据中心营收42.8亿美元创纪录,同比增长14%,环比增长18%。营收均超分析师预期。</p><p>二季度指引更给力,英伟达预计Q2营收要达到110亿美元,远超此前市场预期的71.8亿美元,并且即将创下有史以来的最好季度营收。受AI大热潮的影响,作为AI“卖水人”的英伟达,赚的盆满钵满。</p><p><img src=\"https://static.tigerbbs.com/c741547405f2578078f89cb3615e16c8\">财报公布后,原本周三收跌0.5%的英伟达开始迅速拉升,1小时后股价飙涨30%,市值激增约2200亿美元,至9600亿美元,相当于涨出了1个 <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"美国超微公司\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> (1744亿美元市值),2个 <a data-mention-id=\"INTC\" class=\"teditor-mention\" data-mention-name=\"英特尔\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> (1210亿美元市值),也带动AI板块集体跟涨,整体市值飙涨3000亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef8c0ee08a7bbabab86b310f868ebf01\" tg-width=\"1587\" tg-height=\"2457\"></p><p>英伟达距离成为美股第7家市值过万亿美元的巨头,仅一步之遥。股海潮起潮落,曾经的 <a data-mention-id=\"TSLA\" class=\"teditor-mention\" data-mention-name=\"特斯拉\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> ,只用了短短11年就跻身万亿市值俱乐部,然而2022年市值腰斩,即便到了现在市值也仅仅只有5797亿美元。</p><p> <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"亚马逊\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 和 <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"谷歌\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 也曾在2022年市值跌破万亿美元,而 <a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms\" href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 也只是短暂迈入万亿美元的大门,这么看来,能够稳居万亿宝座的,似乎只有 <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"苹果\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 和 <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"微软\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 两家。</p><p>亲爱的虎友:</p><ul><li><p><strong><span style=\"color:#E03E2D;\" class=\"color-mark\">你认为英伟达会是下一个站稳万亿市值的公司吗?</span></strong></p></li><li><p><strong><span style=\"color:#E03E2D;\" class=\"color-mark\">你有成功吃到肉吗?</span></strong></p></li><li><p><strong><span style=\"color:#E03E2D;\" class=\"color-mark\">火热的AI板块,还能上车吗?</span></strong></p></li></ul></body></html>","htmlText":"<html><head></head><body><p>AI这把火越烧越旺!一觉醒来,大家都被英伟达惊到了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a059c39b28617ed521f7645c4244df9c\" tg-width=\"734\" tg-height=\"292\"></p><p>周三盘后, <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 公布了超预期的财报。数据显示,一季度营收71.9亿美元,同比下降13%,好于分析师预期的 65.2亿美元;调整后每股收益1.09美元,超出预期的0.92美元。</p><p>一季度游戏营收22.4亿美元,虽然同比仍旧下降,但环比涨了22%;数据中心营收42.8亿美元创纪录,同比增长14%,环比增长18%。营收均超分析师预期。</p><p>二季度指引更给力,英伟达预计Q2营收要达到110亿美元,远超此前市场预期的71.8亿美元,并且即将创下有史以来的最好季度营收。受AI大热潮的影响,作为AI“卖水人”的英伟达,赚的盆满钵满。</p><p><img src=\"https://static.tigerbbs.com/c741547405f2578078f89cb3615e16c8\">财报公布后,原本周三收跌0.5%的英伟达开始迅速拉升,1小时后股价飙涨30%,市值激增约2200亿美元,至9600亿美元,相当于涨出了1个 <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"美国超微公司\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> (1744亿美元市值),2个 <a data-mention-id=\"INTC\" class=\"teditor-mention\" data-mention-name=\"英特尔\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> (1210亿美元市值),也带动AI板块集体跟涨,整体市值飙涨3000亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef8c0ee08a7bbabab86b310f868ebf01\" tg-width=\"1587\" tg-height=\"2457\"></p><p>英伟达距离成为美股第7家市值过万亿美元的巨头,仅一步之遥。股海潮起潮落,曾经的 <a data-mention-id=\"TSLA\" class=\"teditor-mention\" data-mention-name=\"特斯拉\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> ,只用了短短11年就跻身万亿市值俱乐部,然而2022年市值腰斩,即便到了现在市值也仅仅只有5797亿美元。</p><p> <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"亚马逊\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 和 <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"谷歌\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 也曾在2022年市值跌破万亿美元,而 <a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms\" href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 也只是短暂迈入万亿美元的大门,这么看来,能够稳居万亿宝座的,似乎只有 <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"苹果\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 和 <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"微软\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 两家。</p><p>亲爱的虎友:</p><ul><li><p><strong><span style=\"color:#E03E2D;\" class=\"color-mark\">你认为英伟达会是下一个站稳万亿市值的公司吗?</span></strong></p></li><li><p><strong><span style=\"color:#E03E2D;\" class=\"color-mark\">你有成功吃到肉吗?</span></strong></p></li><li><p><strong><span style=\"color:#E03E2D;\" class=\"color-mark\">火热的AI板块,还能上车吗?</span></strong></p></li></ul></body></html>","text":"AI这把火越烧越旺!一觉醒来,大家都被英伟达惊到了。 周三盘后, $英伟达(NVDA)$ 公布了超预期的财报。数据显示,一季度营收71.9亿美元,同比下降13%,好于分析师预期的 65.2亿美元;调整后每股收益1.09美元,超出预期的0.92美元。 一季度游戏营收22.4亿美元,虽然同比仍旧下降,但环比涨了22%;数据中心营收42.8亿美元创纪录,同比增长14%,环比增长18%。营收均超分析师预期。 二季度指引更给力,英伟达预计Q2营收要达到110亿美元,远超此前市场预期的71.8亿美元,并且即将创下有史以来的最好季度营收。受AI大热潮的影响,作为AI“卖水人”的英伟达,赚的盆满钵满。 财报公布后,原本周三收跌0.5%的英伟达开始迅速拉升,1小时后股价飙涨30%,市值激增约2200亿美元,至9600亿美元,相当于涨出了1个 $美国超微公司(AMD)$ (1744亿美元市值),2个 $英特尔(INTC)$ (1210亿美元市值),也带动AI板块集体跟涨,整体市值飙涨3000亿美元。 英伟达距离成为美股第7家市值过万亿美元的巨头,仅一步之遥。股海潮起潮落,曾经的 $特斯拉(TSLA)$ ,只用了短短11年就跻身万亿市值俱乐部,然而2022年市值腰斩,即便到了现在市值也仅仅只有5797亿美元。 $亚马逊(AMZN)$ 和 $谷歌(GOOG)$ 也曾在2022年市值跌破万亿美元,而 $Meta Platforms(META)$ 也只是短暂迈入万亿美元的大门,这么看来,能够稳居万亿宝座的,似乎只有 $苹果(AAPL)$ 和 $微软(MSFT)$ 两家。 亲爱的虎友: 你认为英伟达会是下一个站稳万亿市值的公司吗? 你有成功吃到肉吗? 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