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11-28

结合量子计算才有未来

英伟达股价明年初或飙升近30%！花旗点破下一个催化剂

11-26

‌$莱迪思半导体(LSCC)$ ‌卖了。涨了。每次都是踏空。之前赚4000的时候。没走。等着亏5000.跑了。15000 现在经过我一番骚操作。现在剩下4500了

11-22

$英伟达 CALENDAR 241129/241122 CALL 152.5/CALL 152.5$ 我想🔪了他们

11-21

我也感觉。我的期权。感觉要滚仓了

英伟达Q3业绩全面超预期，但Q4营收预期未能打动华尔街

11-21

真实奇葩中的奇葩

美股夜盘｜英伟达绩后跌超2%；Snowflake绩后涨逾19%；加密货币概念股普涨

11-21

这个华尔街也是真的让人醉

Nvidia Fourth-Quarter Revenue Estimate Fails to Impress Wall Street

11-19

期权都快被平了，还在这里推

美股何去何从，英伟达或掌握最大话语权！

11-18

草，期权又坑了

英伟达盘前跌3%，报道称新一代AI芯片被曝过热恐延迟交付，公司回应称“客户还在抢”

11-08

卖早了

索尼涨超10%！Q2销售额和利润双增长，上调全年销售额前景

10-14

‌$TSLA 20241018 230.0 CALL$ ‌ 不怕不怕。年轻人。喜欢这个首富。喜欢他的理念。稳住

09-29

跌了

特朗普称谷歌搜索结果“偏心”哈里斯如果胜选将起诉

09-21

$英特尔(INTC)$ 买了一点

09-17

$爱克斯龙(EXC)$ AI的尽头是能源

09-06

$美国超微公司(AMD)$ 一直再跌，什么时候涨啊

09-06

‌$蔚来(NIO)$ ‌不懂就问。他的优势在哪里？成本？核心技术？AI职能驾驶？

2021-03-19

$宁德时代(300750)$今天买的他的基金，又跌了，没脾气了

2017-05-16

$Aemetis Inc(AMTX)$ 做空回补天数太高了！不敢空啊！

2017-05-11

$TerraVia Holdings, Inc.(TVIA)$ 不会退市吧！

2017-04-29

$赛特科科技(CYTR)$ 从8毛做空，一路飙升到九毛，抵抗住压力，4天时间到4毛5谢谢你！没让我亏钱

2017-04-07

$Hongli Clean Energy Technologies Corp(CETC)$ 心跳

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class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b04e098b974ed7585fcc375660bd4219\" title=\"\" tg-width=\"700\" tg-height=\"525\"/></p><p>花旗分析师Atif Malik表示：“我们对1月份的CES展开了积极的观察，我们预计Blackwell的销售预期将走高，管理层将谈论由企业和机器人工业需求引发的推断。”</p><p>Malik表示，在CES活动上，随着英伟达加大下一代AI芯片的产量，该公司可能会进一步提高其Blackwell产品的销售预期。</p><p>此外，Malik预计，英伟达管理层将告诉分析师，其利润率可能会在4月份触底，随后逐渐走高，并讨论人工智能机器人在仓库、制造业甚至人形机器人方面的“推理主导的拐点”。</p><p>近年来，包括特斯拉、Figure.AI和波士顿动力在内的公司一直在竞相开发人形机器人，而英伟达的GPU芯片在这些设备中占据了中心位置。</p><p>在2024年3月英伟达的年度GTC大会上，黄仁勋在舞台上展示了9个不同的人形机器人，这些机器人部分由英伟达的芯片驱动。</p><p>在英伟达上周发布第三季度财报后，花旗将英伟达股票评级为“买入”，并将其目标价从170美元上调至175美元。</p><p>随着英伟达的人工智能GPU芯片受到热捧，该公司股价今年迄今已飙升176% 。</p><p><em>本文编译自 BUSINESS INSIDER 《https://markets.businessinsider.com/news/stocks/nvidia-stock-price-positive-catalyst-watch-january-2025-ces-event-2024-11》</em></p></body></html>","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>英伟达股价明年初或飙升近30%！花旗点破下一个催化剂</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-11-28 10:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>花旗分析师将英伟达列入未来90天内的“积极催化剂观察名单”；</p></li><li><p>随着首席执行官黄仁勋准备在CES 2025上发表开幕主题演讲，英伟达的股价可能上涨27%；</p></li><li><p>英伟达的GPU芯片对于AI工作负载和人形机器人而言至关重要；</p></li></ul><p>花旗分析师在最近的一份报告中将<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>列入未来90天内的“积极催化剂观察名单”。</p><p>该公司表示，随着创始人兼首席执行官黄仁勋为2025年国际消费电子展（CES 2025）上的重大主题演讲做准备，这家芯片巨头的股价到2025年初可能会飙升27%，达到其175美元的目标价。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5aeeb1a1c9b7b38b7489e74ea23c279a\" tg-width=\"560\" tg-height=\"240\"/></p><p>消费电子展将于1月7日至1月10日举行，黄仁勋将于1月6日下午6:30发表开幕主题演讲。花旗表示，演讲结束后将于1月7日举行面向金融分析师的问答环节。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b04e098b974ed7585fcc375660bd4219\" title=\"\" tg-width=\"700\" tg-height=\"525\"/></p><p>花旗分析师Atif Malik表示：“我们对1月份的CES展开了积极的观察，我们预计Blackwell的销售预期将走高，管理层将谈论由企业和机器人工业需求引发的推断。”</p><p>Malik表示，在CES活动上，随着英伟达加大下一代AI芯片的产量，该公司可能会进一步提高其Blackwell产品的销售预期。</p><p>此外，Malik预计，英伟达管理层将告诉分析师，其利润率可能会在4月份触底，随后逐渐走高，并讨论人工智能机器人在仓库、制造业甚至人形机器人方面的“推理主导的拐点”。</p><p>近年来，包括特斯拉、Figure.AI和波士顿动力在内的公司一直在竞相开发人形机器人，而英伟达的GPU芯片在这些设备中占据了中心位置。</p><p>在2024年3月英伟达的年度GTC大会上，黄仁勋在舞台上展示了9个不同的人形机器人，这些机器人部分由英伟达的芯片驱动。</p><p>在英伟达上周发布第三季度财报后，花旗将英伟达股票评级为“买入”，并将其目标价从170美元上调至175美元。</p><p>随着英伟达的人工智能GPU芯片受到热捧，该公司股价今年迄今已飙升176% 。</p><p><em>本文编译自 BUSINESS INSIDER 《https://markets.businessinsider.com/news/stocks/nvidia-stock-price-positive-catalyst-watch-january-2025-ces-event-2024-11》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/581788611f0388c8a4de3c2a2dbc7a09","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162290649","content_text":"花旗分析师将英伟达列入未来90天内的“积极催化剂观察名单”；随着首席执行官黄仁勋准备在CES 2025上发表开幕主题演讲，英伟达的股价可能上涨27%；英伟达的GPU芯片对于AI工作负载和人形机器人而言至关重要；花旗分析师在最近的一份报告中将英伟达列入未来90天内的“积极催化剂观察名单”。该公司表示，随着创始人兼首席执行官黄仁勋为2025年国际消费电子展（CES 2025）上的重大主题演讲做准备，这家芯片巨头的股价到2025年初可能会飙升27%，达到其175美元的目标价。消费电子展将于1月7日至1月10日举行，黄仁勋将于1月6日下午6:30发表开幕主题演讲。花旗表示，演讲结束后将于1月7日举行面向金融分析师的问答环节。花旗分析师Atif Malik表示：“我们对1月份的CES展开了积极的观察，我们预计Blackwell的销售预期将走高，管理层将谈论由企业和机器人工业需求引发的推断。”Malik表示，在CES活动上，随着英伟达加大下一代AI芯片的产量，该公司可能会进一步提高其Blackwell产品的销售预期。此外，Malik预计，英伟达管理层将告诉分析师，其利润率可能会在4月份触底，随后逐渐走高，并讨论人工智能机器人在仓库、制造业甚至人形机器人方面的“推理主导的拐点”。近年来，包括特斯拉、Figure.AI和波士顿动力在内的公司一直在竞相开发人形机器人，而英伟达的GPU芯片在这些设备中占据了中心位置。在2024年3月英伟达的年度GTC大会上，黄仁勋在舞台上展示了9个不同的人形机器人，这些机器人部分由英伟达的芯片驱动。在英伟达上周发布第三季度财报后，花旗将英伟达股票评级为“买入”，并将其目标价从170美元上调至175美元。随着英伟达的人工智能GPU芯片受到热捧，该公司股价今年迄今已飙升176% 。本文编译自 BUSINESS INSIDER 《https://markets.businessinsider.com/news/stocks/nvidia-stock-price-positive-catalyst-watch-january-2025-ces-event-2024-11》","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374839715193216,"gmtCreate":1732554655842,"gmtModify":1732554892742,"author":{"id":"27535081260360","authorId":"27535081260360","name":"helloA","avatar":"https://static.tigerbbs.com/51197f8e8b92d5ff5345168f8afaa9a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"27535081260360","authorIdStr":"27535081260360"},"themes":[],"htmlText":"‌<a href=\"https://www.laohu8.com/S/LSCC\">$莱迪思半导体(LSCC)$ &nbsp;</a>‌卖了。涨了。每次都是踏空。之前赚4000的时候。没走。等着亏5000.跑了。15000 现在 经过我一番骚操作。现在剩下4500了","listText":"‌<a href=\"https://www.laohu8.com/S/LSCC\">$莱迪思半导体(LSCC)$ &nbsp;</a>‌卖了。涨了。每次都是踏空。之前赚4000的时候。没走。等着亏5000.跑了。15000 现在 经过我一番骚操作。现在剩下4500了","text":"‌$莱迪思半导体(LSCC)$ ‌卖了。涨了。每次都是踏空。之前赚4000的时候。没走。等着亏5000.跑了。15000 现在 经过我一番骚操作。现在剩下4500了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374839715193216","isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373436174577896,"gmtCreate":1732206809942,"gmtModify":1732242475785,"author":{"id":"27535081260360","authorId":"27535081260360","name":"helloA","avatar":"https://static.tigerbbs.com/51197f8e8b92d5ff5345168f8afaa9a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"27535081260360","authorIdStr":"27535081260360"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/NVDA 20241122 152.5 CALL SELL 1 | NVDA 20241129 152.5 CALL BUY 1\">$英伟达 CALENDAR 241129/241122 CALL 152.5/CALL 152.5$</a> 我想🔪了他们","listText":"<a href=\"https://laohu8.com/OPT/NVDA 20241122 152.5 CALL SELL 1 | NVDA 20241129 152.5 CALL BUY 1\">$英伟达 CALENDAR 241129/241122 CALL 152.5/CALL 152.5$</a> 我想🔪了他们","text":"$英伟达 CALENDAR 241129/241122 CALL 152.5/CALL 152.5$ 我想🔪了他们","images":[{"img":"https://static.tigerbbs.com/899504d862f3aea870d5ad4b561774fc","width":"1086","height":"1712"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/373436174577896","isVote":1,"tweetType":1,"viewCount":5585,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3440897161812160","authorId":"3440897161812160","name":"james duan","avatar":"https://static.tigerbbs.com/748597b1707195ac7f0d050b2d351795","crmLevel":1,"crmLevelSwitch":0,"idStr":"3440897161812160","authorIdStr":"3440897161812160"},"content":"杀期权啊 put也没赚钱","text":"杀期权啊 put也没赚钱","html":"杀期权啊 put也没赚钱"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":373243819503760,"gmtCreate":1732151809602,"gmtModify":1732152530015,"author":{"id":"27535081260360","authorId":"27535081260360","name":"helloA","avatar":"https://static.tigerbbs.com/51197f8e8b92d5ff5345168f8afaa9a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"27535081260360","authorIdStr":"27535081260360"},"themes":[],"htmlText":"我也感觉。我的期权。感觉要滚仓了","listText":"我也感觉。我的期权。感觉要滚仓了","text":"我也感觉。我的期权。感觉要滚仓了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373243819503760","repostId":"1176718852","repostType":4,"repost":{"id":"1176718852","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1732137655,"share":"https://www.laohu8.com/m/news/1176718852?lang=&edition=full","pubTime":"2024-11-21 05:20","market":"us","language":"zh","title":"英伟达Q3业绩全面超预期，但Q4营收预期未能打动华尔街","url":"https://stock-news.laohu8.com/highlight/detail?id=1176718852","media":"老虎资讯综合","summary":"11月21日，$英伟达(NVDA)$Q3营收351亿美元，上年同期为181.2亿美元，市场预期为330亿美元；Q3数据中心业务收入为308亿美元，上一财季为263亿美元，同比增长112%。","content":"<html><head></head><body><p><strong>【直播回放】<a href=\"https://www.laohu8.com/m/live/1815733153422346/?name=RNLive&amp;rndata=%7B%22liveId%22%3A%221815733153422346%22%2C%22type%22%3A1%7D\" title=\"英伟达FY2025Q3业绩电话会议\" target=\"_blank\" class=\"\">英伟达FY2025Q3业绩电话会议</a></strong></p><blockquote><p>AI芯片巨头英伟达Q3业绩全面超市场预期，但本季的指引中值未能达到分析师的高端预期。从股价表现看，投资者似乎觉得这样的指引不够炸裂，盘后英伟达股价一度大跌近5%。</p></blockquote><p>11月21日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发布2025财年第三季度业绩。财报显示，第三季度营收350.82亿美元，市场预期332.5亿美元，去年同期181.2亿美元；净利润193.09亿美元，市场预期185.5亿美元，去年同期92.43亿美元；每股收益0.78美元，市场预期0.69美元，去年同期3.71美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31c7f2278ef9c027b74269443a090d8d\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><h2 id=\"id_3143940233\">主要财务数据</h2><ul style=\"\"><li><p style=\"text-align: justify;\"><strong>营收</strong>：三季度营业收入350.8亿美元，同比增长94%，分析师预期中值为332.5亿美元，英伟达自身指引318.5亿至331.5亿美元，前一季度同比增长122%。</p></li><li><p style=\"text-align: justify;\"><strong>EPS</strong>：三季度非GAAP口径下调整后的每股收益（EPS）为0.81美元，同比增长103%，分析师预期0.74美元，前一季度同比增长152%。</p></li><li><p style=\"text-align: justify;\"><strong>毛利率</strong>：三季度调整后毛利率为75%，持平一年前水平和分析师预期，环比下降0.7个百分点，英伟达指引为74.5%至75.5%，前一季度为75.7%、同比提升4.5个百分点。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea9c8a4421cc90d0bb2ef72376109843\" title=\"\" tg-width=\"658\" tg-height=\"768\"/></p><h2 id=\"id_3676965321\">分业务来看</h2><ul style=\"\"><li><p><strong>数据中心</strong>：三季度数据中心营收308亿美元，同比增长112%，分析师预期为291.4亿美元，前一季度同比增长154%。</p></li><li><p><strong>游戏和AI PC</strong>：三季度游戏和AI PC业务营收33亿美元，同比增长15%，分析师预期为30.6亿美元，前一季度同比增长16%。</p></li><li><p><strong>专业可视化</strong>：三季度专业可视化营收4.86亿美元，同比增长17%，分析师预期为4.777亿美元，前一季度同比增长20%。</p></li><li><p><strong>汽车和机器人</strong>：三季度汽车和机器人业务营收4.49亿美元，同比增长72%，分析师预期为3.645亿美元，前一季度同比增长37%。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3684eb77f6d821f4dfb68f3d2c5a245c\" title=\"\" tg-width=\"1395\" tg-height=\"688\"/></p><h2 id=\"id_2790492279\">业绩指引</h2><ul style=\"\"><li><p><strong>营收</strong>：四季度营收预计为375亿美元，上下浮动2%，即367.5亿至382.5亿美元，分析师预期中值为371亿美元。</p></li><li><p style=\"text-align: justify;\"><strong>毛利率</strong>：三季度非GAAP口径下毛利率预计为73%至73.5%，上下浮动50个基点，即最低72.5%，最高74%。</p></li></ul><p>财报发布后，英伟达美股盘后大幅波动，一度跌近5%，随后收窄至1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/156da63406a7ba063ba8e3c1ab2db6ad\" title=\"\" tg-width=\"877\" tg-height=\"829\"/></p><h2 id=\"id_2227559942\">业绩电话会</h2><p><strong>英伟达：AI芯片Blackwell的需求“大得惊人”，将从2025财年的四季度开始发货</strong></p><p>英伟达表示，AI芯片Blackwell产品发货将从2025财年的四季度开始，届时将同时发货Blackwell和Hopper。Blackwell的增产过程将持续至2026财年。Blackwell供不应求状态将（连续）持续好几个季度。Hopper和Blackwell系统存在某些供应限制。人工智能（AI）时代“全速前进”。网络需求是强劲的，正在增长。</p><p>Blackwell的需求“大得惊人”。公司处于Blackwell营收超预期的正轨之上。当增产（完成时），Blackwell利润率将处于70%-80%区间的中部。软件和支持年化收入20亿美元。预计网络（业务）将回归连续季度性的增长。</p><h2 id=\"id_3860415872\">机构点评</h2><p><strong>英伟达四季度营收预期未能打动华尔街</strong></p><p>英伟达周三公布的第四季度营收预测略高于预期，但仍未达到一些投资者的高期望。该公司公布财报后在美股盘后下跌约2%。该公司预计第四季度的营收为375亿美元，上下浮动2%，而根据LSEG编制的数据，分析师的平均预期为370.9亿美元。英伟达CEO黄仁勋表示：“人工智能时代正在全速发展，推动全球向英伟达计算的转变。”他说：“随着基础模型制造商扩大预训练、后训练和推理的规模，对Hopper的需求和对Blackwell的预期是令人难以置信的。”在业绩公布之前，人们的预期很高，英伟达的股价在过去两个月里上涨了20%以上。今年到目前为止，该公司股价几乎翻了两番，在过去两年中上涨了九倍多。</p><p><strong>英伟达四季度营收前景有些模棱两可</strong></p><p style=\"text-align: start;\">分析师Reinicke：如果对营收前景进行“正负2%”的预测——根据快速计算，这意味着英伟达预计第四季度营收在367.5亿美元至382.5亿美元之间。分析师的平均预期为371亿美元。所以我们可以理解为什么人们对这个数字会有下意识的反应（股价在盘后下跌）。如果它出现在“- 2%”的一边，它将低于预期。当然，如果减得少一点，或者是“+2%”，就会达到或超过预期。</p></body></html>","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>英伟达Q3业绩全面超预期，但Q4营收预期未能打动华尔街</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达Q3业绩全面超预期，但Q4营收预期未能打动华尔街\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-11-21 05:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>【直播回放】<a href=\"https://www.laohu8.com/m/live/1815733153422346/?name=RNLive&amp;rndata=%7B%22liveId%22%3A%221815733153422346%22%2C%22type%22%3A1%7D\" title=\"英伟达FY2025Q3业绩电话会议\" target=\"_blank\" class=\"\">英伟达FY2025Q3业绩电话会议</a></strong></p><blockquote><p>AI芯片巨头英伟达Q3业绩全面超市场预期，但本季的指引中值未能达到分析师的高端预期。从股价表现看，投资者似乎觉得这样的指引不够炸裂，盘后英伟达股价一度大跌近5%。</p></blockquote><p>11月21日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发布2025财年第三季度业绩。财报显示，第三季度营收350.82亿美元，市场预期332.5亿美元，去年同期181.2亿美元；净利润193.09亿美元，市场预期185.5亿美元，去年同期92.43亿美元；每股收益0.78美元，市场预期0.69美元，去年同期3.71美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31c7f2278ef9c027b74269443a090d8d\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><h2 id=\"id_3143940233\">主要财务数据</h2><ul style=\"\"><li><p style=\"text-align: justify;\"><strong>营收</strong>：三季度营业收入350.8亿美元，同比增长94%，分析师预期中值为332.5亿美元，英伟达自身指引318.5亿至331.5亿美元，前一季度同比增长122%。</p></li><li><p style=\"text-align: justify;\"><strong>EPS</strong>：三季度非GAAP口径下调整后的每股收益（EPS）为0.81美元，同比增长103%，分析师预期0.74美元，前一季度同比增长152%。</p></li><li><p style=\"text-align: justify;\"><strong>毛利率</strong>：三季度调整后毛利率为75%，持平一年前水平和分析师预期，环比下降0.7个百分点，英伟达指引为74.5%至75.5%，前一季度为75.7%、同比提升4.5个百分点。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea9c8a4421cc90d0bb2ef72376109843\" title=\"\" tg-width=\"658\" tg-height=\"768\"/></p><h2 id=\"id_3676965321\">分业务来看</h2><ul style=\"\"><li><p><strong>数据中心</strong>：三季度数据中心营收308亿美元，同比增长112%，分析师预期为291.4亿美元，前一季度同比增长154%。</p></li><li><p><strong>游戏和AI PC</strong>：三季度游戏和AI PC业务营收33亿美元，同比增长15%，分析师预期为30.6亿美元，前一季度同比增长16%。</p></li><li><p><strong>专业可视化</strong>：三季度专业可视化营收4.86亿美元，同比增长17%，分析师预期为4.777亿美元，前一季度同比增长20%。</p></li><li><p><strong>汽车和机器人</strong>：三季度汽车和机器人业务营收4.49亿美元，同比增长72%，分析师预期为3.645亿美元，前一季度同比增长37%。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3684eb77f6d821f4dfb68f3d2c5a245c\" title=\"\" tg-width=\"1395\" tg-height=\"688\"/></p><h2 id=\"id_2790492279\">业绩指引</h2><ul style=\"\"><li><p><strong>营收</strong>：四季度营收预计为375亿美元，上下浮动2%，即367.5亿至382.5亿美元，分析师预期中值为371亿美元。</p></li><li><p style=\"text-align: justify;\"><strong>毛利率</strong>：三季度非GAAP口径下毛利率预计为73%至73.5%，上下浮动50个基点，即最低72.5%，最高74%。</p></li></ul><p>财报发布后，英伟达美股盘后大幅波动，一度跌近5%，随后收窄至1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/156da63406a7ba063ba8e3c1ab2db6ad\" title=\"\" tg-width=\"877\" tg-height=\"829\"/></p><h2 id=\"id_2227559942\">业绩电话会</h2><p><strong>英伟达：AI芯片Blackwell的需求“大得惊人”，将从2025财年的四季度开始发货</strong></p><p>英伟达表示，AI芯片Blackwell产品发货将从2025财年的四季度开始，届时将同时发货Blackwell和Hopper。Blackwell的增产过程将持续至2026财年。Blackwell供不应求状态将（连续）持续好几个季度。Hopper和Blackwell系统存在某些供应限制。人工智能（AI）时代“全速前进”。网络需求是强劲的，正在增长。</p><p>Blackwell的需求“大得惊人”。公司处于Blackwell营收超预期的正轨之上。当增产（完成时），Blackwell利润率将处于70%-80%区间的中部。软件和支持年化收入20亿美元。预计网络（业务）将回归连续季度性的增长。</p><h2 id=\"id_3860415872\">机构点评</h2><p><strong>英伟达四季度营收预期未能打动华尔街</strong></p><p>英伟达周三公布的第四季度营收预测略高于预期，但仍未达到一些投资者的高期望。该公司公布财报后在美股盘后下跌约2%。该公司预计第四季度的营收为375亿美元，上下浮动2%，而根据LSEG编制的数据，分析师的平均预期为370.9亿美元。英伟达CEO黄仁勋表示：“人工智能时代正在全速发展，推动全球向英伟达计算的转变。”他说：“随着基础模型制造商扩大预训练、后训练和推理的规模，对Hopper的需求和对Blackwell的预期是令人难以置信的。”在业绩公布之前，人们的预期很高，英伟达的股价在过去两个月里上涨了20%以上。今年到目前为止，该公司股价几乎翻了两番，在过去两年中上涨了九倍多。</p><p><strong>英伟达四季度营收前景有些模棱两可</strong></p><p style=\"text-align: start;\">分析师Reinicke：如果对营收前景进行“正负2%”的预测——根据快速计算，这意味着英伟达预计第四季度营收在367.5亿美元至382.5亿美元之间。分析师的平均预期为371亿美元。所以我们可以理解为什么人们对这个数字会有下意识的反应（股价在盘后下跌）。如果它出现在“- 2%”的一边，它将低于预期。当然，如果减得少一点，或者是“+2%”，就会达到或超过预期。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4587":"ChatGPT概念","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4588":"碎股","BK4551":"寇图资本持仓","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4581":"高盛持仓","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","NVDA":"英伟达","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176718852","content_text":"【直播回放】英伟达FY2025Q3业绩电话会议AI芯片巨头英伟达Q3业绩全面超市场预期，但本季的指引中值未能达到分析师的高端预期。从股价表现看，投资者似乎觉得这样的指引不够炸裂，盘后英伟达股价一度大跌近5%。11月21日，英伟达发布2025财年第三季度业绩。财报显示，第三季度营收350.82亿美元，市场预期332.5亿美元，去年同期181.2亿美元；净利润193.09亿美元，市场预期185.5亿美元，去年同期92.43亿美元；每股收益0.78美元，市场预期0.69美元，去年同期3.71美元。主要财务数据营收：三季度营业收入350.8亿美元，同比增长94%，分析师预期中值为332.5亿美元，英伟达自身指引318.5亿至331.5亿美元，前一季度同比增长122%。EPS：三季度非GAAP口径下调整后的每股收益（EPS）为0.81美元，同比增长103%，分析师预期0.74美元，前一季度同比增长152%。毛利率：三季度调整后毛利率为75%，持平一年前水平和分析师预期，环比下降0.7个百分点，英伟达指引为74.5%至75.5%，前一季度为75.7%、同比提升4.5个百分点。分业务来看数据中心：三季度数据中心营收308亿美元，同比增长112%，分析师预期为291.4亿美元，前一季度同比增长154%。游戏和AI PC：三季度游戏和AI PC业务营收33亿美元，同比增长15%，分析师预期为30.6亿美元，前一季度同比增长16%。专业可视化：三季度专业可视化营收4.86亿美元，同比增长17%，分析师预期为4.777亿美元，前一季度同比增长20%。汽车和机器人：三季度汽车和机器人业务营收4.49亿美元，同比增长72%，分析师预期为3.645亿美元，前一季度同比增长37%。业绩指引营收：四季度营收预计为375亿美元，上下浮动2%，即367.5亿至382.5亿美元，分析师预期中值为371亿美元。毛利率：三季度非GAAP口径下毛利率预计为73%至73.5%，上下浮动50个基点，即最低72.5%，最高74%。财报发布后，英伟达美股盘后大幅波动，一度跌近5%，随后收窄至1%。业绩电话会英伟达：AI芯片Blackwell的需求“大得惊人”，将从2025财年的四季度开始发货英伟达表示，AI芯片Blackwell产品发货将从2025财年的四季度开始，届时将同时发货Blackwell和Hopper。Blackwell的增产过程将持续至2026财年。Blackwell供不应求状态将（连续）持续好几个季度。Hopper和Blackwell系统存在某些供应限制。人工智能（AI）时代“全速前进”。网络需求是强劲的，正在增长。Blackwell的需求“大得惊人”。公司处于Blackwell营收超预期的正轨之上。当增产（完成时），Blackwell利润率将处于70%-80%区间的中部。软件和支持年化收入20亿美元。预计网络（业务）将回归连续季度性的增长。机构点评英伟达四季度营收预期未能打动华尔街英伟达周三公布的第四季度营收预测略高于预期，但仍未达到一些投资者的高期望。该公司公布财报后在美股盘后下跌约2%。该公司预计第四季度的营收为375亿美元，上下浮动2%，而根据LSEG编制的数据，分析师的平均预期为370.9亿美元。英伟达CEO黄仁勋表示：“人工智能时代正在全速发展，推动全球向英伟达计算的转变。”他说：“随着基础模型制造商扩大预训练、后训练和推理的规模，对Hopper的需求和对Blackwell的预期是令人难以置信的。”在业绩公布之前，人们的预期很高，英伟达的股价在过去两个月里上涨了20%以上。今年到目前为止，该公司股价几乎翻了两番，在过去两年中上涨了九倍多。英伟达四季度营收前景有些模棱两可分析师Reinicke：如果对营收前景进行“正负2%”的预测——根据快速计算，这意味着英伟达预计第四季度营收在367.5亿美元至382.5亿美元之间。分析师的平均预期为371亿美元。所以我们可以理解为什么人们对这个数字会有下意识的反应（股价在盘后下跌）。如果它出现在“- 2%”的一边，它将低于预期。当然，如果减得少一点，或者是“+2%”，就会达到或超过预期。","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373168474378640,"gmtCreate":1732151158247,"gmtModify":1732151160845,"author":{"id":"27535081260360","authorId":"27535081260360","name":"helloA","avatar":"https://static.tigerbbs.com/51197f8e8b92d5ff5345168f8afaa9a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"27535081260360","authorIdStr":"27535081260360"},"themes":[],"htmlText":"真实奇葩中的奇葩","listText":"真实奇葩中的奇葩","text":"真实奇葩中的奇葩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373168474378640","repostId":"1171061017","repostType":2,"repost":{"id":"1171061017","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1732151066,"share":"https://www.laohu8.com/m/news/1171061017?lang=&edition=full","pubTime":"2024-11-21 09:04","market":"us","language":"zh","title":"美股夜盘｜英伟达绩后跌超2%；Snowflake绩后涨逾19%；加密货币概念股普涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1171061017","media":"老虎资讯综合","summary":"11月21日，美股夜盘时段，$英伟达(NVDA)$跌超2%，Q4营收指引不及华尔街最高预期。$Snowflake(SNOW)$大涨超19%，最新业绩指引超预期，新产品有望扭转颓势。加密货币概念股普涨，MicroStrategy、Marathon Digital涨近4%；比特币盘中一度逼近9.5万美元大关。","content":"<html><head></head><body><p>11月21日，美股夜盘时段，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌超2%，Q4营收指引不及华尔街最高预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2567587f3668df4040c1a365338451e0\" title=\"\" tg-width=\"877\" tg-height=\"835\"/></p><p><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>大涨超19%，最新业绩指引超预期，新产品有望扭转颓势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3eb38841088998438226161c3545ae75\" title=\"\" tg-width=\"876\" tg-height=\"826\"/></p><p><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>跌近5%，2025财年第一季度每股收益超出预期，但营收低于预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04e4b74d2e8eb7c184692cd4670f1115\" title=\"\" tg-width=\"865\" tg-height=\"832\"/></p><p>加密货币概念股普涨，<a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>、<a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a>涨近4%；比特币涨势再燃，首次上破95000美元/枚关口。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e5ca44d5965e59b4f5821263c6fd0fa\" title=\"\" tg-width=\"405\" tg-height=\"328\"/></p></body></html>","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>美股夜盘｜英伟达绩后跌超2%；Snowflake绩后涨逾19%；加密货币概念股普涨</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股夜盘｜英伟达绩后跌超2%；Snowflake绩后涨逾19%；加密货币概念股普涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-11-21 09:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月21日，美股夜盘时段，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌超2%，Q4营收指引不及华尔街最高预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2567587f3668df4040c1a365338451e0\" title=\"\" tg-width=\"877\" tg-height=\"835\"/></p><p><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>大涨超19%，最新业绩指引超预期，新产品有望扭转颓势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3eb38841088998438226161c3545ae75\" title=\"\" tg-width=\"876\" tg-height=\"826\"/></p><p><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>跌近5%，2025财年第一季度每股收益超出预期，但营收低于预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04e4b74d2e8eb7c184692cd4670f1115\" title=\"\" tg-width=\"865\" tg-height=\"832\"/></p><p>加密货币概念股普涨，<a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>、<a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a>涨近4%；比特币涨势再燃，首次上破95000美元/枚关口。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e5ca44d5965e59b4f5821263c6fd0fa\" title=\"\" tg-width=\"405\" tg-height=\"328\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"NVDA":"英伟达","MSTR":"MicroStrategy","SNOW":"Snowflake","PANW":"Palo Alto Networks","MARA":"MARA Holdings"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171061017","content_text":"11月21日，美股夜盘时段，英伟达跌超2%，Q4营收指引不及华尔街最高预期。Snowflake大涨超19%，最新业绩指引超预期，新产品有望扭转颓势。Palo Alto Networks跌近5%，2025财年第一季度每股收益超出预期，但营收低于预期。加密货币概念股普涨，MicroStrategy、Marathon Digital涨近4%；比特币涨势再燃，首次上破95000美元/枚关口。","news_type":1},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373240759124224,"gmtCreate":1732151064060,"gmtModify":1732151066176,"author":{"id":"27535081260360","authorId":"27535081260360","name":"helloA","avatar":"https://static.tigerbbs.com/51197f8e8b92d5ff5345168f8afaa9a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"27535081260360","authorIdStr":"27535081260360"},"themes":[],"htmlText":"这个华尔街也是真的让人醉","listText":"这个华尔街也是真的让人醉","text":"这个华尔街也是真的让人醉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373240759124224","repostId":"1173558786","repostType":2,"repost":{"id":"1173558786","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1732137715,"share":"https://www.laohu8.com/m/news/1173558786?lang=&edition=full","pubTime":"2024-11-21 05:21","market":"us","language":"en","title":"Nvidia Fourth-Quarter Revenue Estimate Fails to Impress Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=1173558786","media":"Reuters","summary":"NVIDIA  reported quarterly earnings of $0.81 per share which beat the analyst consensus estimate of $0.75 by 8 percent. The company reported quarterly sales of $35.100 billion which beat the analystNVIDIA  reported quarterly earnings of $0.81 per share which beat the analyst consensus estimate of $0.75 by 8 percent.The company reported quarterly sales of $35.100 billion which beat the analyst consensus estimate of $33.125 billion by 5.96 percent. This is a 93.71 percent increase over sales of $1","content":"<html><head></head><body><p>[<a href=\"https://ttm.financial/m/live/1815733153422346/?name=RNLive&amp;rndata=%7B%22liveId%22%3A%221815733153422346%22%2C%22type%22%3A1%7D\" title=\"Live Playback: Nvidia Earnings Conference Call\" target=\"_blank\">Live Playback: Nvidia Earnings Conference Call</a>]</p><p>Nvidia forecast fourth-quarter revenue slightly above estimates on Wednesday, but still failed to meet lofty expectations of some investors who have made it the world&#39;s most valuable firm.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a297c3b86eca9645e770a631851028d8\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>Shares of the Santa Clara, California-based company fell roughly 2% in extended trading. They had closed down 0.8% on Wednesday.</p><p>The company forecast revenue of $37.5 billion, plus or minus 2% for the fourth quarter, compared with analysts&#39; average estimate of $37.09 billion according to data compiled by LSEG.</p><p>“The age of AI is in full steam, propelling a global shift to NVIDIA computing,” Nvidia CEO Jensen Huang said. “Demand for Hopper and anticipation for Blackwell - in full production - are incredible as foundation model makers scale pretraining, post-training and inference,&#34; he said, referring to two high-performing AI chips.</p><p>Expectations ran high ahead of the results, with Nvidia shares up more than 20% over the last two months. The stock has nearly quadrupled so far this year and is up more than nine-fold over the last two years.</p><p>While demand is soaring for the company&#39;s chips that make up the brains of complex generative AI systems, supply-chain snags have made it harder for Nvidia to report the big beats on revenue that have helped make it a Wall Street darling.</p><p>One of the bottlenecks for its chip supply has been the limited capacity for advanced manufacturing techniques at the company&#39;s manufacturing partner TSMC.</p><p>The company recorded third-quarter adjusted earnings of 81 cents per share, compared to estimates of 75 cents per share.</p><p>Sales in the data-center segment, which accounts for a majority of Nvidia&#39;s revenue, grew 112% to $30.77 billion in the quarter ended Oct. 27. The segment had recorded growth of 154% in the prior quarter.</p><p>Nvidia&#39;s sales are boosted by cloud companies&#39; continued spending on its chips, as they expand data centers capable of handling generative AI&#39;s complex processing needs.</p><p>The company said it had fixed a design flaw with its Blackwell chips by changing the blueprints used by TSMC to manufacture it.</p></body></html>","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>Nvidia Fourth-Quarter Revenue Estimate Fails to Impress Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Fourth-Quarter Revenue Estimate Fails to Impress Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-11-21 05:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>[<a href=\"https://ttm.financial/m/live/1815733153422346/?name=RNLive&amp;rndata=%7B%22liveId%22%3A%221815733153422346%22%2C%22type%22%3A1%7D\" title=\"Live Playback: Nvidia Earnings Conference Call\" target=\"_blank\">Live Playback: Nvidia Earnings Conference Call</a>]</p><p>Nvidia forecast fourth-quarter revenue slightly above estimates on Wednesday, but still failed to meet lofty expectations of some investors who have made it the world&#39;s most valuable firm.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a297c3b86eca9645e770a631851028d8\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>Shares of the Santa Clara, California-based company fell roughly 2% in extended trading. They had closed down 0.8% on Wednesday.</p><p>The company forecast revenue of $37.5 billion, plus or minus 2% for the fourth quarter, compared with analysts&#39; average estimate of $37.09 billion according to data compiled by LSEG.</p><p>“The age of AI is in full steam, propelling a global shift to NVIDIA computing,” Nvidia CEO Jensen Huang said. “Demand for Hopper and anticipation for Blackwell - in full production - are incredible as foundation model makers scale pretraining, post-training and inference,&#34; he said, referring to two high-performing AI chips.</p><p>Expectations ran high ahead of the results, with Nvidia shares up more than 20% over the last two months. The stock has nearly quadrupled so far this year and is up more than nine-fold over the last two years.</p><p>While demand is soaring for the company&#39;s chips that make up the brains of complex generative AI systems, supply-chain snags have made it harder for Nvidia to report the big beats on revenue that have helped make it a Wall Street darling.</p><p>One of the bottlenecks for its chip supply has been the limited capacity for advanced manufacturing techniques at the company&#39;s manufacturing partner TSMC.</p><p>The company recorded third-quarter adjusted earnings of 81 cents per share, compared to estimates of 75 cents per share.</p><p>Sales in the data-center segment, which accounts for a majority of Nvidia&#39;s revenue, grew 112% to $30.77 billion in the quarter ended Oct. 27. The segment had recorded growth of 154% in the prior quarter.</p><p>Nvidia&#39;s sales are boosted by cloud companies&#39; continued spending on its chips, as they expand data centers capable of handling generative AI&#39;s complex processing needs.</p><p>The company said it had fixed a design flaw with its Blackwell chips by changing the blueprints used by TSMC to manufacture it.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173558786","content_text":"[Live Playback: Nvidia Earnings Conference Call]Nvidia forecast fourth-quarter revenue slightly above estimates on Wednesday, but still failed to meet lofty expectations of some investors who have made it the world's most valuable firm.Shares of the Santa Clara, California-based company fell roughly 2% in extended trading. They had closed down 0.8% on Wednesday.The company forecast revenue of $37.5 billion, plus or minus 2% for the fourth quarter, compared with analysts' average estimate of $37.09 billion according to data compiled by LSEG.“The age of AI is in full steam, propelling a global shift to NVIDIA computing,” Nvidia CEO Jensen Huang said. “Demand for Hopper and anticipation for Blackwell - in full production - are incredible as foundation model makers scale pretraining, post-training and inference,\" he said, referring to two high-performing AI chips.Expectations ran high ahead of the results, with Nvidia shares up more than 20% over the last two months. The stock has nearly quadrupled so far this year and is up more than nine-fold over the last two years.While demand is soaring for the company's chips that make up the brains of complex generative AI systems, supply-chain snags have made it harder for Nvidia to report the big beats on revenue that have helped make it a Wall Street darling.One of the bottlenecks for its chip supply has been the limited capacity for advanced manufacturing techniques at the company's manufacturing partner TSMC.The company recorded third-quarter adjusted earnings of 81 cents per share, compared to estimates of 75 cents per share.Sales in the data-center segment, which accounts for a majority of Nvidia's revenue, grew 112% to $30.77 billion in the quarter ended Oct. 27. The segment had recorded growth of 154% in the prior quarter.Nvidia's sales are boosted by cloud companies' continued spending on its chips, as they expand data centers capable of handling generative AI's complex processing needs.The company said it had fixed a design flaw with its Blackwell chips by changing the blueprints used by TSMC to manufacture it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372811944632624,"gmtCreate":1732028136415,"gmtModify":1732028137723,"author":{"id":"27535081260360","authorId":"27535081260360","name":"helloA","avatar":"https://static.tigerbbs.com/51197f8e8b92d5ff5345168f8afaa9a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"27535081260360","authorIdStr":"27535081260360"},"themes":[],"htmlText":"期权都快被平了，还在这里推","listText":"期权都快被平了，还在这里推","text":"期权都快被平了，还在这里推","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/372811944632624","repostId":"1198761705","repostType":2,"repost":{"id":"1198761705","kind":"news","pubTimestamp":1732027717,"share":"https://www.laohu8.com/m/news/1198761705?lang=&edition=full","pubTime":"2024-11-19 22:48","market":"us","language":"zh","title":"美股何去何从，英伟达或掌握最大话语权！","url":"https://stock-news.laohu8.com/highlight/detail?id=1198761705","media":"金十数据","summary":"美银指出，这家芯片制造商的业绩对美股的影响可能比非农就业报告、CPI或美联储会议更大。美银全球研究公司称，芯片制造商英伟达在周三公布的季度财报本周重新成为人们关注的焦点，其表现可能决定美国股市的近期走向。可以肯定的是，英伟达是美国股市“最具主导地位的股票”，在过去一年中推动了标普500指数约20%的回报。英伟达将是所谓的科技股“七巨头”中最后一家公布季度财报的公司。","content":"<html><head></head><body><blockquote><p><strong>美银指出，这家芯片制造商的业绩对美股的影响可能比非农就业报告、CPI或美联储会议更大。</strong></p></blockquote><p style=\"text-align: justify;\">11月19日，英伟达绩前涨超2%，美银全球研究公司（BofA Global Research）称，芯片制造商英伟达在周三公布的季度财报本周重新成为人们关注的焦点，其表现可能决定美国股市的近期走向。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a638740f3653ef67afef3ca5ad96a73d\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">由股票衍生品分析师Gonzalo Asis领导的美银分析师团队在上周日的一份客户报告中表示，“股市一直专注于选举影响、利率波动和美联储，但期权市场告诉我们英伟达的收益对整个市场来说仍然是一件非常重要的事情。”</p><p style=\"text-align: justify;\">分析师指出，下图显示，<strong>标普500指数在这家人工智能宠儿公布财报后的隐含波动率，与英伟达自身在这一期间的隐含波动率保持一致。</strong></p><p style=\"text-align: justify;\">Asis和他的团队还指出，期权市场的定价显示，<strong>英伟达的业绩将带来更广泛的市场风险，而不是其他可能影响市场的事件，包括下一份非农就业报告、消费者价格指数（CPI）报告，甚至是美联储12月的政策会议。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e5cbab26da230dd5aa111d1a2a7ef34\" title=\"\" tg-width=\"840\" tg-height=\"382\"/></p><p style=\"text-align: justify;\">可以肯定的是，英伟达是美国股市“最具主导地位的股票”，在过去一年中推动了标普500指数约20%的回报。美银分析师写道，预计该公司还将在第三季度推动这一大盘股指数的每股收益（EPS）增长近25%。</p><p style=\"text-align: justify;\">这就是为什么Asis和他的团队警告说，<strong>如果周三英伟达的收益令人失望，与英伟达相关的“个股脆弱性”风险将不断上升</strong>。他们表示，<strong>如果以科技股为主的纳斯达克100指数本周下跌3%左右，看跌期权价差可能会提供“有吸引力的回报”。</strong></p><p style=\"text-align: justify;\">英伟达将是所谓的科技股“七巨头”中最后一家公布季度财报的公司。接受FactSet调查的分析师一致认为，这家芯片制造商报告的季度销售额为331亿美元，比上一季度增长10%，比一年前增长83%。</p><p style=\"text-align: justify;\">投资者还期待一些大型零售商的业绩，以衡量消费者的实力和假日季前的经济状况。沃尔玛和劳氏将于周二公布业绩，周三则是塔吉特和TJX Cos.。</p></body></html>","source":"jssj","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>美股何去何从，英伟达或掌握最大话语权！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股何去何从，英伟达或掌握最大话语权！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-19 22:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/details/153718><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美银指出，这家芯片制造商的业绩对美股的影响可能比非农就业报告、CPI或美联储会议更大。11月19日，英伟达绩前涨超2%，美银全球研究公司（BofA Global Research）称，芯片制造商英伟达在周三公布的季度财报本周重新成为人们关注的焦点，其表现可能决定美国股市的近期走向。由股票衍生品分析师Gonzalo Asis领导的美银分析师团队在上周日的一份客户报告中表示，“股市一直专注于选举影响、...</p>\n\n<a href=\"https://xnews.jin10.com/details/153718\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://xnews.jin10.com/details/153718","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198761705","content_text":"美银指出，这家芯片制造商的业绩对美股的影响可能比非农就业报告、CPI或美联储会议更大。11月19日，英伟达绩前涨超2%，美银全球研究公司（BofA Global Research）称，芯片制造商英伟达在周三公布的季度财报本周重新成为人们关注的焦点，其表现可能决定美国股市的近期走向。由股票衍生品分析师Gonzalo Asis领导的美银分析师团队在上周日的一份客户报告中表示，“股市一直专注于选举影响、利率波动和美联储，但期权市场告诉我们英伟达的收益对整个市场来说仍然是一件非常重要的事情。”分析师指出，下图显示，标普500指数在这家人工智能宠儿公布财报后的隐含波动率，与英伟达自身在这一期间的隐含波动率保持一致。Asis和他的团队还指出，期权市场的定价显示，英伟达的业绩将带来更广泛的市场风险，而不是其他可能影响市场的事件，包括下一份非农就业报告、消费者价格指数（CPI）报告，甚至是美联储12月的政策会议。可以肯定的是，英伟达是美国股市“最具主导地位的股票”，在过去一年中推动了标普500指数约20%的回报。美银分析师写道，预计该公司还将在第三季度推动这一大盘股指数的每股收益（EPS）增长近25%。这就是为什么Asis和他的团队警告说，如果周三英伟达的收益令人失望，与英伟达相关的“个股脆弱性”风险将不断上升。他们表示，如果以科技股为主的纳斯达克100指数本周下跌3%左右，看跌期权价差可能会提供“有吸引力的回报”。英伟达将是所谓的科技股“七巨头”中最后一家公布季度财报的公司。接受FactSet调查的分析师一致认为，这家芯片制造商报告的季度销售额为331亿美元，比上一季度增长10%，比一年前增长83%。投资者还期待一些大型零售商的业绩，以衡量消费者的实力和假日季前的经济状况。沃尔玛和劳氏将于周二公布业绩，周三则是塔吉特和TJX Cos.。","news_type":1},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"27535081260360","authorId":"27535081260360","name":"helloA","avatar":"https://static.tigerbbs.com/51197f8e8b92d5ff5345168f8afaa9a1","crmLevel":6,"crmLevelSwitch":0,"idStr":"27535081260360","authorIdStr":"27535081260360"},"content":"没平，赚3000的时候没走，现在负3000[开心]","text":"没平，赚3000的时候没走，现在负3000[开心]","html":"没平，赚3000的时候没走，现在负3000[开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372379765731328,"gmtCreate":1731922055392,"gmtModify":1731922197123,"author":{"id":"27535081260360","authorId":"27535081260360","name":"helloA","avatar":"https://static.tigerbbs.com/51197f8e8b92d5ff5345168f8afaa9a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"27535081260360","authorIdStr":"27535081260360"},"themes":[],"htmlText":"草，期权又坑了","listText":"草，期权又坑了","text":"草，期权又坑了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372379765731328","repostId":"2484225666","repostType":2,"repost":{"id":"2484225666","kind":"news","pubTimestamp":1731923465,"share":"https://www.laohu8.com/m/news/2484225666?lang=&edition=full","pubTime":"2024-11-18 17:51","market":"sh","language":"zh","title":"英伟达盘前跌3%，报道称新一代AI芯片被曝过热恐延迟交付，公司回应称“客户还在抢”","url":"https://stock-news.laohu8.com/highlight/detail?id=2484225666","media":"智通财经","summary":"智通财经APP获悉，据知情人士透露，英伟达新一代 Blackwell AI芯片在高容量服务器机架中存在严重的过热问题。知情人士透露，Blackwell GPU 专为 AI 和高性能计算设计，但在配置 72 个处理器的服务器中出现过热问题，此类服务器每个机架功耗最高可达 120 千瓦。修订后的 Blackwell GPU 于今年 10 月底才进入量产，预计最快明年 1 月底出货。今年 3 月，英伟达展示了 Blackwell 芯片，当时曾表示将在第二季度发货。","content":"<html><head></head><body><p>11月18日，英伟达盘前跌超3%，据知情人士透露，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>新一代 Blackwell AI芯片在高容量服务器机架中存在严重的过热问题。这些问题导致设计调整与项目延期，使<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、 Meta 和<a href=\"https://laohu8.com/S/MSFT\">微软</a>等主要客户对能否按计划部署 Blackwell 服务器感到担忧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24b7eec664ec2e7920dfff175831c80e\" title=\"\" tg-width=\"909\" tg-height=\"507\"/></p><p>英伟达发言人就此问题回应称：“我们正在与领先的云服务提供商合作，将其作为我们工程团队和流程中不可或缺的一部分。工程迭代是正常且符合预期的。将GB200这一迄今为止最先进的系统集成到各种数据中心环境中，需要与我们的客户共同设计。”英伟达表示：“目前客户正在抢占GB200系统的市场先机”。</p><p><strong>英伟达新一代Blackwell芯片再次延迟交付，被曝存在过热问题</strong></p><p>知情人士透露，Blackwell GPU 专为 AI 和高性能计算(HPC)设计，但在配置 72 个处理器的服务器中出现过热问题，此类服务器每个机架功耗最高可达 120 千瓦。过热问题迫使英伟达多次修改机架设计，不仅限制了 GPU 性能，还可能损坏硬件。客户因此担心，这些技术问题会延迟数据中心的处理器部署进程。</p><p>为应对这一难题，英伟达要求供应商调整机架设计，并与合作伙伴一起优化散热系统。尽管这种工程改进是大规模技术发布中的常规步骤，但也进一步推迟了产品交付时间。</p><p>英伟达发言人针对此事对回应称，公司正与云服务提供商密切合作，设计调整属于正常研发流程的一部分。英伟达希望通过这种合作，确保最终产品在性能和可靠性方面达到预期，同时加紧解决技术瓶颈。</p><p>修订后的 Blackwell GPU 于今年 10 月底才进入量产，预计最快明年 1 月底出货。谷歌、Meta、微软等科技巨头依赖英伟达 GPU 训练其最强大的 AI 模型，其延期对这些客户的研发计划和产品发布造成的影响自然是不可避免。</p><p>今年 3 月，英伟达展示了 Blackwell 芯片，当时曾表示将在第二季度发货。</p></body></html>","source":"stock_zhitongcaijing","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>英伟达盘前跌3%，报道称新一代AI芯片被曝过热恐延迟交付，公司回应称“客户还在抢”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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href=http://www.zhitongcaijing.com/content/detail/1212016.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>11月18日，英伟达盘前跌超3%，据知情人士透露，英伟达新一代 Blackwell AI芯片在高容量服务器机架中存在严重的过热问题。这些问题导致设计调整与项目延期，使谷歌、 Meta 和微软等主要客户对能否按计划部署 Blackwell 服务器感到担忧。英伟达发言人就此问题回应称：“我们正在与领先的云服务提供商合作，将其作为我们工程团队和流程中不可或缺的一部分。工程迭代是正常且符合预期的。将...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1212016.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":{"LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","BK4527":"明星科技股","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4550":"红杉资本持仓","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU1069344957.HKD":"AB 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AI芯片在高容量服务器机架中存在严重的过热问题。这些问题导致设计调整与项目延期，使谷歌、 Meta 和微软等主要客户对能否按计划部署 Blackwell 服务器感到担忧。英伟达发言人就此问题回应称：“我们正在与领先的云服务提供商合作，将其作为我们工程团队和流程中不可或缺的一部分。工程迭代是正常且符合预期的。将GB200这一迄今为止最先进的系统集成到各种数据中心环境中，需要与我们的客户共同设计。”英伟达表示：“目前客户正在抢占GB200系统的市场先机”。英伟达新一代Blackwell芯片再次延迟交付，被曝存在过热问题知情人士透露，Blackwell GPU 专为 AI 和高性能计算(HPC)设计，但在配置 72 个处理器的服务器中出现过热问题，此类服务器每个机架功耗最高可达 120 千瓦。过热问题迫使英伟达多次修改机架设计，不仅限制了 GPU 性能，还可能损坏硬件。客户因此担心，这些技术问题会延迟数据中心的处理器部署进程。为应对这一难题，英伟达要求供应商调整机架设计，并与合作伙伴一起优化散热系统。尽管这种工程改进是大规模技术发布中的常规步骤，但也进一步推迟了产品交付时间。英伟达发言人针对此事对回应称，公司正与云服务提供商密切合作，设计调整属于正常研发流程的一部分。英伟达希望通过这种合作，确保最终产品在性能和可靠性方面达到预期，同时加紧解决技术瓶颈。修订后的 Blackwell GPU 于今年 10 月底才进入量产，预计最快明年 1 月底出货。谷歌、Meta、微软等科技巨头依赖英伟达 GPU 训练其最强大的 AI 模型，其延期对这些客户的研发计划和产品发布造成的影响自然是不可避免。今年 3 月，英伟达展示了 Blackwell 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不怕不怕。年轻人。喜欢这个首富。喜欢他的理念。稳住","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359930040205528","isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354656055247080,"gmtCreate":1727595417760,"gmtModify":1727595419732,"author":{"id":"27535081260360","authorId":"27535081260360","name":"helloA","avatar":"https://static.tigerbbs.com/51197f8e8b92d5ff5345168f8afaa9a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"27535081260360","authorIdStr":"27535081260360"},"themes":[],"htmlText":"跌了","listText":"跌了","text":"跌了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354656055247080","repostId":"2471006143","repostType":2,"repost":{"id":"2471006143","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1727573100,"share":"https://www.laohu8.com/m/news/2471006143?lang=&edition=full","pubTime":"2024-09-29 09:25","market":"us","language":"zh","title":"特朗普称谷歌搜索结果“偏心”哈里斯 如果胜选将起诉","url":"https://stock-news.laohu8.com/highlight/detail?id=2471006143","media":"老虎资讯综合","summary":"特朗普没有就上述言论展示证据。","content":"<html><head></head><body><p>据英国《卫报》，当地时间9月27日，美国前总统、共和党总统候选人特朗普在其自创社交媒体“真相社交”(Truth Social)上炮轰<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>“偏心”民主党总统候选人哈里斯，称如果自己赢得美国大选，将寻求起诉谷歌。他指控这家美国科技企业操纵搜索结果，只展示关于他的“坏消息”和关于哈里斯的“好消息”。特朗普没有就上述言论展示证据。</p><p>美国《纽约邮报》和CNBC称，特朗普的表态可能是在回应保守派内容分析和媒体监督组织“媒体研究中心”25日发布的一项调查报告。上述报告指责谷歌“干预美国大选”，称这家科技巨头“支持最自由派的政治家”。谷歌早前否认了该报告的结论，坚称该公司不会为了偏袒任何一位候选人而操纵搜索结果。</p></body></html>","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>特朗普称谷歌搜索结果“偏心”哈里斯 如果胜选将起诉</title>\n<style 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09:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据英国《卫报》，当地时间9月27日，美国前总统、共和党总统候选人特朗普在其自创社交媒体“真相社交”(Truth Social)上炮轰<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>“偏心”民主党总统候选人哈里斯，称如果自己赢得美国大选，将寻求起诉谷歌。他指控这家美国科技企业操纵搜索结果，只展示关于他的“坏消息”和关于哈里斯的“好消息”。特朗普没有就上述言论展示证据。</p><p>美国《纽约邮报》和CNBC称，特朗普的表态可能是在回应保守派内容分析和媒体监督组织“媒体研究中心”25日发布的一项调查报告。上述报告指责谷歌“干预美国大选”，称这家科技巨头“支持最自由派的政治家”。谷歌早前否认了该报告的结论，坚称该公司不会为了偏袒任何一位候选人而操纵搜索结果。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f348812ea39b45cad3d64af127992eb9","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://finance.sina.com.cn/stock/bxjj/2024-09-29/doc-incqurua3653959.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2471006143","content_text":"据英国《卫报》，当地时间9月27日，美国前总统、共和党总统候选人特朗普在其自创社交媒体“真相社交”(Truth 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