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诚信是牛市
10-08
$老虎证券(TIGR)$
盘前跌这么多什么意思?难道也要追港股去了? 目前看还是大a给力啊 今天是回调还是?你们怎么看?
诚信是牛市
10-08
$老虎证券(TIGR)$
星期二大A开盘,同花顺,东方为首的券商一定涨停,成交量再放天量,港股也跟着大涨,想想中概股一定大涨,老虎🐯明天再回到12.5 系好安全带,你只能赚到你认知内的钱💰。加油先干到15.再到18
诚信是牛市
10-04
不可以的,有正股为什么不卖期权?你可以卖12刀的call啊。涨到了你解套,涨不到你收佣金啊
@昱慷:
$老虎证券(TIGR)$
今晚解套了,亏20%认了
诚信是牛市
10-03
$TIGR 20250117 5.0 CALL$
150手终于解套了,4年了,不容易。现在我可以和老婆复婚了。[笑哭]
诚信是牛市
08-01
老样子,不会跌,涨个2%意思一下。不过苹果就是稳啊。
诚信是牛市
07-17
买,必须买,设置115买一些,110show hand
诚信是牛市
07-03
$特斯拉(TSLA)$
看涨到230/250
诚信是牛市
07-03
你说对了,,小心胡锡进知道了
@Ryan.Z:
$特斯拉(TSLA)$
资本蓄水池 正股, 杠杆ETF, Buy Call, Sell Put 都能赚。美股交易真的牛。
诚信是牛市
05-23
太牛了,长期持有定有收获
英伟达盘后涨超7%,股价突破1000美元!Q1收入猛增260%、利润翻六倍,宣布10比1拆股
诚信是牛市
05-23
今天买了12手末日期权1115,明天卖不卖?
诚信是牛市
05-23
今天抱着损失5000美刀买的末日期权 12手24号到期的1115和2手31号到期的 如果你也有是明天走还是周五走? 你怎么看?现在犹豫不决,我偏向落袋为安,先走10手,留两手到周五。
诚信是牛市
05-22
和上次一样,现在不涨,盘后10%.
诚信是牛市
05-22
财报应该好于预期,因为所有的大厂都在扩张,所以一定大卖,估计财报后会涨10%-15%. 1050-1100,然后慢慢到1200,年底到1500/1600.再1拆5股.直到2026年的500
诚信是牛市
03-26
我开仓了一手看涨英伟达1980刀两年后到期的期权,目前盈利40%。继续持有还是获利了结?
诚信是牛市
03-19
我不会让它涨的,下个星期再涨到930
期权大单 | 英伟达本周能涨120%?散户入场或再造逼空风暴
诚信是牛市
02-16
$Intuitive Machines(LUNR)$
如果成功了,大家想一想股价会不会破百?
诚信是牛市
2023-10-18
$特斯拉(TSLA)$
我就是马斯克的铁粉,低于250就是买买买。长期持有把我的小电动换摩托再换特斯拉皮卡
诚信是牛市
2021-02-25
$Nano-X Imaging Ltd.(NNOX)$
What happened? 15%
诚信是牛市
2021-02-02
$Bionano Genomics(BNGO)$
拿住了一年5-10倍的股票,一旦铺开想像无限。
诚信是牛市
2021-01-13
$拼多多(PDD)$
今天还敢看多拼多多吗?实不相瞒,我们以为经过连续的几天暴雷,夕夕能够太平点了,起码收敛点吧?嘿!今天再次爆雷!此事更加严重,如果说你不是夕夕的员工,还无法体会996的残酷,那么今天爆出的这个事情足够让我们每个手机上有夕夕app的人心惊肉跳!一个app,可以在你完全不知情的情况下删除你的照片!这是什么操作?吓死人的操作!
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> 资本蓄水池 正股, 杠杆ETF, Buy Call, Sell Put 都能赚。美股交易真的牛。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> 资本蓄水池 正股, 杠杆ETF, Buy Call, Sell Put 都能赚。美股交易真的牛。","text":"$特斯拉(TSLA)$ 资本蓄水池 正股, 杠杆ETF, Buy Call, Sell Put 都能赚。美股交易真的牛。","images":[{"img":"https://static.tigerbbs.com/da82fa2a8d680b30daa06ad13427bb71","width":"882","height":"1668"},{"img":"https://static.tigerbbs.com/ea5cd8e4678c20a5ab2dae4e5329970e","width":"1284","height":"764"},{"img":"https://static.tigerbbs.com/1a04a071f31c7f055cda3f37c9ec7ae3","width":"1284","height":"718"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323278049861672","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308813504893224,"gmtCreate":1716421723093,"gmtModify":1716421724986,"author":{"id":"3478594197398735","authorId":"3478594197398735","name":"诚信是牛市","avatar":"https://static.tigerbbs.com/56881f8bca5ac358a9f54c7d9d218dcd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478594197398735","authorIdStr":"3478594197398735"},"themes":[],"htmlText":"太牛了,长期持有定有收获","listText":"太牛了,长期持有定有收获","text":"太牛了,长期持有定有收获","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308813504893224","repostId":"1124906002","repostType":2,"repost":{"id":"1124906002","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1716413584,"share":"https://www.laohu8.com/m/news/1124906002?lang=&edition=full","pubTime":"2024-05-23 05:33","market":"us","language":"zh","title":"英伟达盘后涨超7%,股价突破1000美元!Q1收入猛增260%、利润翻六倍,宣布10比1拆股","url":"https://stock-news.laohu8.com/highlight/detail?id=1124906002","media":"华尔街见闻","summary":"英伟达第一财季收入260亿美元,显著高于分析师预期的246.9亿美元,其中,数据中心收入226亿美元,也高于市场预期的211.3亿美元,盘后涨超7%。财报还显示,英伟达当季的毛利润率为78.9%,显著高于分析师预期的77%。英伟达还宣布,将进行10比1的拆股,并将股息按拆股后提高150%至每股0.01美元。周三英伟达收跌0.5%,周二曾以953.86美元创下历史收盘新高,今年以来累涨近92%,显著跑赢标普500指数和纳指的涨超11%。","content":"<html><head></head><body><blockquote><p>AI需求强劲,令<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>第一财季的总营收和数据中心收入连续多个季度创新高,分别同比增长262%和427%,毛利率也大幅扩张超预期,黄仁勋称已为公司的下一波增长做好准备,二季度最强芯片Blackwell就发货,四季度进入数据中心,今年会带来大量收入。拆股将于6月10日开盘起生效,英伟达盘后涨超7%且股价突破1000美元大关至新高,带领AI概念股齐涨。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf686ee2cc86d718fa4d9016a15895eb\" tg-width=\"1080\" tg-height=\"1080\"/></p><p style=\"text-align: justify;\">5月22日周三美股盘后,自去年起在AI热潮中风头无两的芯片巨头英伟达发布了截至今年4月底的2025财年第一财季业绩。</p><p style=\"text-align: justify;\">当季英伟达的总营收和数据中心收入均创新高,且较上年同期翻数倍增长,对下季度的收入指引也超预期,还进行10比1拆股并大幅提高股息分红。</p><p style=\"text-align: justify;\"><strong>英伟达盘后涨超7%,若涨势延续至明日开盘,股价将首度突破1000美元大关</strong>,带动<a href=\"https://laohu8.com/S/ARM\">Arm</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>和<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>等一众AI概念股盘后走高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b1cf4a9adaa4b505c9b9e20a9fe6651d\" title=\"\" tg-width=\"870\" tg-height=\"834\"/></p><p style=\"text-align: justify;\">有分析称,英伟达季度营收是去年同期71.92亿美元的三倍多,并显著高于市场预期,代表科技行业的AI投资保持强劲。</p><p style=\"text-align: justify;\">有网友直言,美股这座摇摇欲坠的高楼现在就靠英伟达撑着了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/90969cbecb4f332e9176bc8eba5b0de2\" title=\"\" tg-width=\"594\" tg-height=\"806\"/></p><p style=\"text-align: justify;\">周三英伟达收跌0.5%,周二曾以953.86美元创下历史收盘新高,今年以来累涨近92%,显著跑赢标普500指数和纳指的涨超11%。</p><p style=\"text-align: justify;\">公司市值跃升至2.3万亿美元,仅次于<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>在美股市场排名第三,从2022年10月股价低点已经巨幅反弹近750%,去年一年便大涨了240%。</p><p style=\"text-align: justify;\">华尔街对英伟达财报预期一如既往地高涨。有40位分析师评级“买入”,2人评级“持有”,没人建议“卖出”,平均目标价1057.76美元代表还有11%的涨幅空间。</p><h2 id=\"id_2324247531\">英伟达总营收三个季度都增超200%至新高,利润翻六倍,进行10比1拆股</h2><p style=\"text-align: justify;\">财报显示,英伟达第一财季营收创历史新高至260亿美元,环比增长18%、同比增长262%。调整后的每股收益为6.12美元,环比增长19%、同比增长461%。净利润增超620%至148.1亿美元。</p><p style=\"text-align: justify;\"><strong>这是英伟达连续第三个季度的收入同比增速超过200%,</strong>超过华尔街预期的大幅增长240%至246亿美元,以及公司官方指引的240亿美元。市场原本预计净利润增长540%至131亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df4684af28692c85b2b80cc415b884a9\" title=\"\" tg-width=\"640\" tg-height=\"360\"/></p><p style=\"text-align: justify;\">英伟达当季毛利润率为78.9%,显著高于预期,分析师原本认为将从上季度的76.7%小幅扩大至77%。EPS也高于预期的每股收益5.65美元,较上年同期的1.09美元猛增超五倍。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dab332b0c1bcced3e745f1ca25d44864\" title=\"\" tg-width=\"591\" tg-height=\"630\"/></p><p style=\"text-align: justify;\">公司预计二季度收入为280亿美元(加减2%),好于市场预期的268亿美元,但预计非GAAP毛利率降至75.5%(上下浮动 50 个基点),全年毛利率收窄至约70%,也基本符合市场展望。</p><p style=\"text-align: justify;\">公司还称,预计GAAP和非GAAP运营费用分别约为40亿美元和28亿美元,预计全年运营支出将增长在40%至45%区间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0b942dfbcc32fde940d27d59e5c1540\" title=\"\" tg-width=\"594\" tg-height=\"809\"/></p><p style=\"text-align: justify;\">华尔街预计,英伟达在明年1月结束当前财年时的季度销售额将突破300亿美元大关,第二财季收入或进一步增至266.7亿美元,整个财年的收入或升破1100亿美元整数位。上个财年的收入曾同比增长126%至609亿美元创历史新高。</p><p style=\"text-align: justify;\"><strong>从6月10日开始,英伟达将完成10比1的拆股</strong>,截至6月6日收盘之前在册的股东每份普通股可获得额外9股,以便用更低廉的价格方便员工和投资者持有,公司还将股息按拆股后提高150%至每股0.01美元支付给6月11日之前在册的股东。</p><p style=\"text-align: justify;\">有分析称,过去五年英伟达股价飙升了25倍,而Alphabet、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>均于2022年拆股。</p><p style=\"text-align: justify;\">有网友评论,黄仁勋出席财报电话会,将好比超级巨星跳上演唱会舞台面对万千尖叫的粉丝。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39f59ac2f4944c50157360888c8f8768\" title=\"\" tg-width=\"606\" tg-height=\"646\"/></p><p style=\"text-align: justify;\">还有人称,英伟达就好比在淘金时代向一众科技巨头(唯一)出售挖黄金的铲子。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73f18176ec027417f2f7e310a36b98bb\" title=\"\" tg-width=\"605\" tg-height=\"605\"/></p><h2 id=\"id_3125263213\">数据中心收入增五倍至新高,游戏业务新增AI PC类目,汽车业务增加<a href=\"https://laohu8.com/S/300024\">机器人</a>类目</h2><p style=\"text-align: justify;\">分业务来看,数据中心收入早已超越游戏GPU业务成为英伟达高速增长的关键领域,第一财季的收入创新高至226亿美元,超过市场预期的211亿美元,环比增长23%、同比增长427%。</p><p style=\"text-align: justify;\">其中,数据中心计算收入为194亿美元,环比增长29%、同比增长478%,得益于用于大语言模型、推荐引擎和生成式AI应用程序来训练和推理的英伟达Hopper GPU计算平台出货量增加。</p><p style=\"text-align: justify;\">同时,由于InfiniBand端到端解决方案的强劲增长,网络收入同比增长242%至32亿美元。有分析称,英伟达特意强调了网络部件(networking parts)的强劲销售,随着企业构建由数万个需要互连芯片组成的集群,这些部件变得越来越重要。</p><p style=\"text-align: justify;\">公司高管称,数据中心的收入多个季度强劲增长,是由以企业和消费互联网公司为首的所有客户类型推动的,“大型云提供商大规模部署和提升英伟达AI基础设施,继续推动强劲增长,占我们数据中心收入的约45%。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f152c3ff38a252a1c3d4b0c6d8cea938\" title=\"\" tg-width=\"578\" tg-height=\"490\"/></p><p style=\"text-align: justify;\">昔日最大的游戏业务季度收入26亿美元,持平市场预期,环比下降8%、同比增长18%。公司称同比增长主要反映了需求增加,环比下降是由于笔记本电脑GPU销量的季节性回落。</p><p style=\"text-align: justify;\"><strong>值得注意的是,英伟达在传统的“游戏”业务中新增了“AI PC”类目</strong>,未来财报期势必成为关注焦点,第一财季推出了适用于Windows系统的全新AI性能优化和集成,支持聊天机器人功能。</p><p style=\"text-align: justify;\">第三大业务类别是专业可视化,季度营收为4.27亿美元,不及市场预期的4.8亿美元,环比下降8%、同比增长45%,同比增长主要反映了渠道库存水平正常化后对合作伙伴的销售量增加。</p><p style=\"text-align: justify;\">第四大业务类别是汽车,季度营收为3.29亿美元,环比增长17%、同比增长11%,高于市场预期的下降1%至2.9亿美元。同比增长主要由自动驾驶平台推动,环比增长是由人工智能座舱解决方案和自动驾驶平台推动。<strong>值得注意的是,“汽车”业务中新增了“机器人”类目</strong>。</p><h2 id=\"id_259638911\">黄仁勋:准备好下一波增长,二季度Blackwell就发货,今年带来大量收入</h2><p style=\"text-align: justify;\">英伟达创始人兼CEO黄仁勋在声明中称,下半年上市的Blackwell超强AI芯片将带来更多增长:</p><blockquote><p style=\"text-align: justify;\">“下一次工业革命已经开始——企业和国家正在与英伟达合作,将数万亿美元的传统数据中心转变为加速计算,并建立新型数据中心——人工智能工厂——以生产新的大宗商品:人工智能。</p><p style=\"text-align: justify;\">人工智能将为几乎每个行业带来显著的生产力提升,帮助企业提高成本效率和能源效率,同时扩大收入机会。</p><p style=\"text-align: justify;\">我们已经为下一波增长做好了准备。Blackwell 平台已全面投入生产,为万亿参数规模的生成式人工智能奠定了基础。</p><p style=\"text-align: justify;\">Hopper平台上对生成式AI训练和推理的强劲且不断增长的需求,推动了我们数据中心收入的增长。除了云服务提供商,生成式人工智能已扩展到消费互联网公司以及企业、主权人工智能、汽车和医疗保健客户,创造了多个数十亿美元的垂直市场。”</p></blockquote><p style=\"text-align: justify;\">黄仁勋在财报电话会上称,Blackwell下一代超强芯片正“满负荷生产”,今年就会看到“大量的Blackwell芯片收入”,<strong>Blackwell芯片产品将在今年二季度发货、三季度增产、四季度投放到数据中心。</strong></p><p style=\"text-align: justify;\">他还称,推理工作载荷正“显著”成长。电子计算(电脑)正从检索信息切换到生产技能,“在更长时期内,我们将完成电脑运作方式的重新设计。未来的电脑将生成答案,而不仅仅是(信息)检索。”</p><p style=\"text-align: justify;\">财报还称,第一财季的非GAAP运营费用同比增长43%、环比增长13%,主要反映了员工人数和薪资福利的增长。季末的现金及等价物为314亿美元,高于一年前的153亿美元和上季度的260亿美元。季度内进行了77亿美元的股票回购和发放了9800万美元的现金股息。</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>英伟达盘后涨超7%,股价突破1000美元!Q1收入猛增260%、利润翻六倍,宣布10比1拆股</title>\n<style 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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英伟达盘后涨超7%,股价突破1000美元!Q1收入猛增260%、利润翻六倍,宣布10比1拆股\n</h2>\n\n<h4 class=\"meta\">\n\n2024-05-23 05:33 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI需求强劲,令英伟达第一财季的总营收和数据中心收入连续多个季度创新高,分别同比增长262%和427%,毛利率也大幅扩张超预期,黄仁勋称已为公司的下一波增长做好准备,二季度最强芯片Blackwell就发货,四季度进入数据中心,今年会带来大量收入。拆股将于6月10日开盘起生效,英伟达盘后涨超7%且股价突破1000美元大关至新高,带领AI概念股齐涨。5月22日周三美股盘后,自去年起在AI热潮中风头无两...</p>\n\n<a href=\"\">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":{"IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","NVDA":"英伟达","LU0238689110.USD":"贝莱德环球动力股票基金","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4543":"AI","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4527":"明星科技股","LU0109392836.USD":"富兰克林科技股A","BK4141":"半导体产品","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124906002","content_text":"AI需求强劲,令英伟达第一财季的总营收和数据中心收入连续多个季度创新高,分别同比增长262%和427%,毛利率也大幅扩张超预期,黄仁勋称已为公司的下一波增长做好准备,二季度最强芯片Blackwell就发货,四季度进入数据中心,今年会带来大量收入。拆股将于6月10日开盘起生效,英伟达盘后涨超7%且股价突破1000美元大关至新高,带领AI概念股齐涨。5月22日周三美股盘后,自去年起在AI热潮中风头无两的芯片巨头英伟达发布了截至今年4月底的2025财年第一财季业绩。当季英伟达的总营收和数据中心收入均创新高,且较上年同期翻数倍增长,对下季度的收入指引也超预期,还进行10比1拆股并大幅提高股息分红。英伟达盘后涨超7%,若涨势延续至明日开盘,股价将首度突破1000美元大关,带动Arm、AMD、台积电、美光科技、迈威尔科技和超微电脑等一众AI概念股盘后走高。有分析称,英伟达季度营收是去年同期71.92亿美元的三倍多,并显著高于市场预期,代表科技行业的AI投资保持强劲。有网友直言,美股这座摇摇欲坠的高楼现在就靠英伟达撑着了。周三英伟达收跌0.5%,周二曾以953.86美元创下历史收盘新高,今年以来累涨近92%,显著跑赢标普500指数和纳指的涨超11%。公司市值跃升至2.3万亿美元,仅次于微软和苹果在美股市场排名第三,从2022年10月股价低点已经巨幅反弹近750%,去年一年便大涨了240%。华尔街对英伟达财报预期一如既往地高涨。有40位分析师评级“买入”,2人评级“持有”,没人建议“卖出”,平均目标价1057.76美元代表还有11%的涨幅空间。英伟达总营收三个季度都增超200%至新高,利润翻六倍,进行10比1拆股财报显示,英伟达第一财季营收创历史新高至260亿美元,环比增长18%、同比增长262%。调整后的每股收益为6.12美元,环比增长19%、同比增长461%。净利润增超620%至148.1亿美元。这是英伟达连续第三个季度的收入同比增速超过200%,超过华尔街预期的大幅增长240%至246亿美元,以及公司官方指引的240亿美元。市场原本预计净利润增长540%至131亿美元。英伟达当季毛利润率为78.9%,显著高于预期,分析师原本认为将从上季度的76.7%小幅扩大至77%。EPS也高于预期的每股收益5.65美元,较上年同期的1.09美元猛增超五倍。公司预计二季度收入为280亿美元(加减2%),好于市场预期的268亿美元,但预计非GAAP毛利率降至75.5%(上下浮动 50 个基点),全年毛利率收窄至约70%,也基本符合市场展望。公司还称,预计GAAP和非GAAP运营费用分别约为40亿美元和28亿美元,预计全年运营支出将增长在40%至45%区间。华尔街预计,英伟达在明年1月结束当前财年时的季度销售额将突破300亿美元大关,第二财季收入或进一步增至266.7亿美元,整个财年的收入或升破1100亿美元整数位。上个财年的收入曾同比增长126%至609亿美元创历史新高。从6月10日开始,英伟达将完成10比1的拆股,截至6月6日收盘之前在册的股东每份普通股可获得额外9股,以便用更低廉的价格方便员工和投资者持有,公司还将股息按拆股后提高150%至每股0.01美元支付给6月11日之前在册的股东。有分析称,过去五年英伟达股价飙升了25倍,而Alphabet、亚马逊和特斯拉均于2022年拆股。有网友评论,黄仁勋出席财报电话会,将好比超级巨星跳上演唱会舞台面对万千尖叫的粉丝。还有人称,英伟达就好比在淘金时代向一众科技巨头(唯一)出售挖黄金的铲子。数据中心收入增五倍至新高,游戏业务新增AI PC类目,汽车业务增加机器人类目分业务来看,数据中心收入早已超越游戏GPU业务成为英伟达高速增长的关键领域,第一财季的收入创新高至226亿美元,超过市场预期的211亿美元,环比增长23%、同比增长427%。其中,数据中心计算收入为194亿美元,环比增长29%、同比增长478%,得益于用于大语言模型、推荐引擎和生成式AI应用程序来训练和推理的英伟达Hopper GPU计算平台出货量增加。同时,由于InfiniBand端到端解决方案的强劲增长,网络收入同比增长242%至32亿美元。有分析称,英伟达特意强调了网络部件(networking parts)的强劲销售,随着企业构建由数万个需要互连芯片组成的集群,这些部件变得越来越重要。公司高管称,数据中心的收入多个季度强劲增长,是由以企业和消费互联网公司为首的所有客户类型推动的,“大型云提供商大规模部署和提升英伟达AI基础设施,继续推动强劲增长,占我们数据中心收入的约45%。”昔日最大的游戏业务季度收入26亿美元,持平市场预期,环比下降8%、同比增长18%。公司称同比增长主要反映了需求增加,环比下降是由于笔记本电脑GPU销量的季节性回落。值得注意的是,英伟达在传统的“游戏”业务中新增了“AI PC”类目,未来财报期势必成为关注焦点,第一财季推出了适用于Windows系统的全新AI性能优化和集成,支持聊天机器人功能。第三大业务类别是专业可视化,季度营收为4.27亿美元,不及市场预期的4.8亿美元,环比下降8%、同比增长45%,同比增长主要反映了渠道库存水平正常化后对合作伙伴的销售量增加。第四大业务类别是汽车,季度营收为3.29亿美元,环比增长17%、同比增长11%,高于市场预期的下降1%至2.9亿美元。同比增长主要由自动驾驶平台推动,环比增长是由人工智能座舱解决方案和自动驾驶平台推动。值得注意的是,“汽车”业务中新增了“机器人”类目。黄仁勋:准备好下一波增长,二季度Blackwell就发货,今年带来大量收入英伟达创始人兼CEO黄仁勋在声明中称,下半年上市的Blackwell超强AI芯片将带来更多增长:“下一次工业革命已经开始——企业和国家正在与英伟达合作,将数万亿美元的传统数据中心转变为加速计算,并建立新型数据中心——人工智能工厂——以生产新的大宗商品:人工智能。人工智能将为几乎每个行业带来显著的生产力提升,帮助企业提高成本效率和能源效率,同时扩大收入机会。我们已经为下一波增长做好了准备。Blackwell 平台已全面投入生产,为万亿参数规模的生成式人工智能奠定了基础。Hopper平台上对生成式AI训练和推理的强劲且不断增长的需求,推动了我们数据中心收入的增长。除了云服务提供商,生成式人工智能已扩展到消费互联网公司以及企业、主权人工智能、汽车和医疗保健客户,创造了多个数十亿美元的垂直市场。”黄仁勋在财报电话会上称,Blackwell下一代超强芯片正“满负荷生产”,今年就会看到“大量的Blackwell芯片收入”,Blackwell芯片产品将在今年二季度发货、三季度增产、四季度投放到数据中心。他还称,推理工作载荷正“显著”成长。电子计算(电脑)正从检索信息切换到生产技能,“在更长时期内,我们将完成电脑运作方式的重新设计。未来的电脑将生成答案,而不仅仅是(信息)检索。”财报还称,第一财季的非GAAP运营费用同比增长43%、环比增长13%,主要反映了员工人数和薪资福利的增长。季末的现金及等价物为314亿美元,高于一年前的153亿美元和上季度的260亿美元。季度内进行了77亿美元的股票回购和发放了9800万美元的现金股息。","news_type":1},"isVote":1,"tweetType":1,"viewCount":897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308792061345792,"gmtCreate":1716416530905,"gmtModify":1716416533077,"author":{"id":"3478594197398735","authorId":"3478594197398735","name":"诚信是牛市","avatar":"https://static.tigerbbs.com/56881f8bca5ac358a9f54c7d9d218dcd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478594197398735","authorIdStr":"3478594197398735"},"themes":[],"htmlText":"今天买了12手末日期权1115,明天卖不卖?","listText":"今天买了12手末日期权1115,明天卖不卖?","text":"今天买了12手末日期权1115,明天卖不卖?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308792061345792","isVote":1,"tweetType":1,"viewCount":886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308791444345040,"gmtCreate":1716416401539,"gmtModify":1716416406227,"author":{"id":"3478594197398735","authorId":"3478594197398735","name":"诚信是牛市","avatar":"https://static.tigerbbs.com/56881f8bca5ac358a9f54c7d9d218dcd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478594197398735","authorIdStr":"3478594197398735"},"themes":[],"htmlText":"今天抱着损失5000美刀买的末日期权 12手24号到期的1115和2手31号到期的 如果你也有是明天走还是周五走? 你怎么看?现在犹豫不决,我偏向落袋为安,先走10手,留两手到周五。","listText":"今天抱着损失5000美刀买的末日期权 12手24号到期的1115和2手31号到期的 如果你也有是明天走还是周五走? 你怎么看?现在犹豫不决,我偏向落袋为安,先走10手,留两手到周五。","text":"今天抱着损失5000美刀买的末日期权 12手24号到期的1115和2手31号到期的 如果你也有是明天走还是周五走? 你怎么看?现在犹豫不决,我偏向落袋为安,先走10手,留两手到周五。","images":[{"img":"https://static.tigerbbs.com/91aae4049165766e8cea7f33b012b9fd","width":"1080","height":"800"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308791444345040","isVote":1,"tweetType":1,"viewCount":1016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":308676365021368,"gmtCreate":1716388185714,"gmtModify":1716388187676,"author":{"id":"3478594197398735","authorId":"3478594197398735","name":"诚信是牛市","avatar":"https://static.tigerbbs.com/56881f8bca5ac358a9f54c7d9d218dcd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478594197398735","authorIdStr":"3478594197398735"},"themes":[],"htmlText":"和上次一样,现在不涨,盘后10%.","listText":"和上次一样,现在不涨,盘后10%.","text":"和上次一样,现在不涨,盘后10%.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308676365021368","isVote":1,"tweetType":1,"viewCount":737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308383971135584,"gmtCreate":1716310956457,"gmtModify":1716310958848,"author":{"id":"3478594197398735","authorId":"3478594197398735","name":"诚信是牛市","avatar":"https://static.tigerbbs.com/56881f8bca5ac358a9f54c7d9d218dcd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478594197398735","authorIdStr":"3478594197398735"},"themes":[],"htmlText":"财报应该好于预期,因为所有的大厂都在扩张,所以一定大卖,估计财报后会涨10%-15%. 1050-1100,然后慢慢到1200,年底到1500/1600.再1拆5股.直到2026年的500","listText":"财报应该好于预期,因为所有的大厂都在扩张,所以一定大卖,估计财报后会涨10%-15%. 1050-1100,然后慢慢到1200,年底到1500/1600.再1拆5股.直到2026年的500","text":"财报应该好于预期,因为所有的大厂都在扩张,所以一定大卖,估计财报后会涨10%-15%. 1050-1100,然后慢慢到1200,年底到1500/1600.再1拆5股.直到2026年的500","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308383971135584","isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288181562995008,"gmtCreate":1711382427750,"gmtModify":1711382430689,"author":{"id":"3478594197398735","authorId":"3478594197398735","name":"诚信是牛市","avatar":"https://static.tigerbbs.com/56881f8bca5ac358a9f54c7d9d218dcd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478594197398735","authorIdStr":"3478594197398735"},"themes":[],"htmlText":"我开仓了一手看涨英伟达1980刀两年后到期的期权,目前盈利40%。继续持有还是获利了结?","listText":"我开仓了一手看涨英伟达1980刀两年后到期的期权,目前盈利40%。继续持有还是获利了结?","text":"我开仓了一手看涨英伟达1980刀两年后到期的期权,目前盈利40%。继续持有还是获利了结?","images":[{"img":"https://static.tigerbbs.com/0d2ca3b048311466349816996261e3c1","width":"1080","height":"392"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288181562995008","isVote":1,"tweetType":1,"viewCount":1345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":286032190775464,"gmtCreate":1710850448398,"gmtModify":1710850450376,"author":{"id":"3478594197398735","authorId":"3478594197398735","name":"诚信是牛市","avatar":"https://static.tigerbbs.com/56881f8bca5ac358a9f54c7d9d218dcd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478594197398735","authorIdStr":"3478594197398735"},"themes":[],"htmlText":"我不会让它涨的,下个星期再涨到930","listText":"我不会让它涨的,下个星期再涨到930","text":"我不会让它涨的,下个星期再涨到930","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286032190775464","repostId":"1103656235","repostType":2,"repost":{"id":"1103656235","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":1710825032,"share":"https://www.laohu8.com/m/news/1103656235?lang=&edition=full","pubTime":"2024-03-19 13:10","market":"us","language":"zh","title":"期权大单 | 英伟达本周能涨120%?散户入场或再造逼空风暴","url":"https://stock-news.laohu8.com/highlight/detail?id=1103656235","media":"老虎资讯综合","summary":"周一美股期权市场成交35,347,882张合约,其中看涨合约占比57%,看跌合约占比43%。","content":"<html><head></head><body><h3 id=\"id_880334941\">市场概览</h3><p>周一(3月18日)美股三大指数集体上涨。在此之前,道指已连跌三周,标普和纳指也连跌两周。美股期权市场成交35,347,882张合约,其中看涨合约(CALL)占比57%,看跌合约(PUT)占比43%。</p><h3 id=\"id_680536718\">期权成交观察:英伟达本周剑指2000美元?谁在操纵?</h3><p>个股期权成交量方面,特斯拉、英伟达、苹果的地位不可撼动。<strong>受益于Model Y涨价,今年走势很颓的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>大涨6.25%,创最近六个月最大单日涨幅。</strong>面对压力,马斯克承认他服用氯胺酮来缓解情绪低潮,并他坚称自己的服药行为是合理的,并没有对他的工作产生负面影响。不过,由于长期不利因素尚未消失,投行纷纷下调特斯拉目标价。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ee0fb337a9728564b1de2ded044df54\" title=\"\" tg-width=\"432\" tg-height=\"831\"/></p><p>英伟达方面,周一,“AI春晚”GTC终于揭幕,AI芯片“Blackwell”发布。英伟达称,Blackwell的成本和能耗较前代低25倍,是全球最强大芯片,由 2080 亿个晶体管组成,采用<a href=\"https://laohu8.com/S/TSM\">台积电</a>4nm制程,支持多达10万亿参数的模型进行AI训练和实时大语言模型(LLM)推理。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1556e44110ba92e747e7ed5a35c9e8c\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>英伟达股价微涨0.7%,不过盘后跌幅近2%,市场对新品的态度显然有分歧,今日走势值得特别关注。</p><p>期权方面则出现了令人瞠目的情况:英伟达的CALL单很活跃,<strong>并且行权价来到了夸张的1940美元高位,较当前价涨幅近120%,到期日是本周五,这……能实现吗?</strong></p><h4 id=\"id_820039765\"><em>点击交易英伟达期权: <a class=\"teditor-mention\" data-mention-id=\"NVDA 20240322 877.5 CALL\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020240322%20877.5%20CALL\">$NVDA 20240322 877.5 CALL$</a></em> </h4><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55d1d5c4e662e88f468f67fe3e8465a2\" title=\"\" tg-width=\"972\" tg-height=\"412\"/></p><p>据媒体披露,上述行权价1940美元的合约是以约900份/笔的小批量购买,这表明可能是散户在交易,他们总共支付了2.4万美元。</p><p>虽然我个人认为英伟达在本周不可能涨到那个价位,但是,只要英伟达行情向好,理论上散户们就可以出售这些合约获利。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fba2b0c24d2307836ae9eafd0a030b4\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>不管背后是谁,这个夸张的操作让我们自然联想到曾经的“散户逼空风暴”——那些在游戏驿站、AMC院线身上发生过的事情,曾将华尔街逼到墙角,但留下的也只是一地鸡毛,普通投资者并没有真正获利,市场游戏规则也没有改变。这一次,如果“散户”想把英伟达当作撼动市场的支点,难度恐怕要远超想象!</p><p>本周英伟达真能翻倍上涨吗?极端价格背后又是谁在操纵呢?不妨谈谈您的观点吧。</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>期权大单 | 英伟达本周能涨120%?散户入场或再造逼空风暴</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期权大单 | 英伟达本周能涨120%?散户入场或再造逼空风暴\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\">2024-03-19 13:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_880334941\">市场概览</h3><p>周一(3月18日)美股三大指数集体上涨。在此之前,道指已连跌三周,标普和纳指也连跌两周。美股期权市场成交35,347,882张合约,其中看涨合约(CALL)占比57%,看跌合约(PUT)占比43%。</p><h3 id=\"id_680536718\">期权成交观察:英伟达本周剑指2000美元?谁在操纵?</h3><p>个股期权成交量方面,特斯拉、英伟达、苹果的地位不可撼动。<strong>受益于Model Y涨价,今年走势很颓的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>大涨6.25%,创最近六个月最大单日涨幅。</strong>面对压力,马斯克承认他服用氯胺酮来缓解情绪低潮,并他坚称自己的服药行为是合理的,并没有对他的工作产生负面影响。不过,由于长期不利因素尚未消失,投行纷纷下调特斯拉目标价。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ee0fb337a9728564b1de2ded044df54\" title=\"\" tg-width=\"432\" tg-height=\"831\"/></p><p>英伟达方面,周一,“AI春晚”GTC终于揭幕,AI芯片“Blackwell”发布。英伟达称,Blackwell的成本和能耗较前代低25倍,是全球最强大芯片,由 2080 亿个晶体管组成,采用<a href=\"https://laohu8.com/S/TSM\">台积电</a>4nm制程,支持多达10万亿参数的模型进行AI训练和实时大语言模型(LLM)推理。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1556e44110ba92e747e7ed5a35c9e8c\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>英伟达股价微涨0.7%,不过盘后跌幅近2%,市场对新品的态度显然有分歧,今日走势值得特别关注。</p><p>期权方面则出现了令人瞠目的情况:英伟达的CALL单很活跃,<strong>并且行权价来到了夸张的1940美元高位,较当前价涨幅近120%,到期日是本周五,这……能实现吗?</strong></p><h4 id=\"id_820039765\"><em>点击交易英伟达期权: <a class=\"teditor-mention\" data-mention-id=\"NVDA 20240322 877.5 CALL\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020240322%20877.5%20CALL\">$NVDA 20240322 877.5 CALL$</a></em> </h4><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55d1d5c4e662e88f468f67fe3e8465a2\" title=\"\" tg-width=\"972\" tg-height=\"412\"/></p><p>据媒体披露,上述行权价1940美元的合约是以约900份/笔的小批量购买,这表明可能是散户在交易,他们总共支付了2.4万美元。</p><p>虽然我个人认为英伟达在本周不可能涨到那个价位,但是,只要英伟达行情向好,理论上散户们就可以出售这些合约获利。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fba2b0c24d2307836ae9eafd0a030b4\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>不管背后是谁,这个夸张的操作让我们自然联想到曾经的“散户逼空风暴”——那些在游戏驿站、AMC院线身上发生过的事情,曾将华尔街逼到墙角,但留下的也只是一地鸡毛,普通投资者并没有真正获利,市场游戏规则也没有改变。这一次,如果“散户”想把英伟达当作撼动市场的支点,难度恐怕要远超想象!</p><p>本周英伟达真能翻倍上涨吗?极端价格背后又是谁在操纵呢?不妨谈谈您的观点吧。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c3105c114e1bf701c095b7d9a1f8430","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103656235","content_text":"市场概览周一(3月18日)美股三大指数集体上涨。在此之前,道指已连跌三周,标普和纳指也连跌两周。美股期权市场成交35,347,882张合约,其中看涨合约(CALL)占比57%,看跌合约(PUT)占比43%。期权成交观察:英伟达本周剑指2000美元?谁在操纵?个股期权成交量方面,特斯拉、英伟达、苹果的地位不可撼动。受益于Model Y涨价,今年走势很颓的特斯拉大涨6.25%,创最近六个月最大单日涨幅。面对压力,马斯克承认他服用氯胺酮来缓解情绪低潮,并他坚称自己的服药行为是合理的,并没有对他的工作产生负面影响。不过,由于长期不利因素尚未消失,投行纷纷下调特斯拉目标价。英伟达方面,周一,“AI春晚”GTC终于揭幕,AI芯片“Blackwell”发布。英伟达称,Blackwell的成本和能耗较前代低25倍,是全球最强大芯片,由 2080 亿个晶体管组成,采用台积电4nm制程,支持多达10万亿参数的模型进行AI训练和实时大语言模型(LLM)推理。英伟达股价微涨0.7%,不过盘后跌幅近2%,市场对新品的态度显然有分歧,今日走势值得特别关注。期权方面则出现了令人瞠目的情况:英伟达的CALL单很活跃,并且行权价来到了夸张的1940美元高位,较当前价涨幅近120%,到期日是本周五,这……能实现吗?点击交易英伟达期权: $NVDA 20240322 877.5 CALL$ 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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阿里:股份回购计划总额由60亿美元增加至100亿美元\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\">2020-12-28 08:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>今日公告,董事会已授权增加公司的股份回购计划总额,由60亿美元增加至100亿美元。该股份回购计划的有效期为两年(至2022年底)。公司已于本季度开始执行该股份回购计划。</p><p><img src=\"https://static.tigerbbs.com/60a1be59d4bec5ff10ddb669ad0ee333\" tg-width=\"1192\" tg-height=\"706\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6213832585c9517a9d8b06124ada00b8","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198965495","content_text":"阿里巴巴今日公告,董事会已授权增加公司的股份回购计划总额,由60亿美元增加至100亿美元。该股份回购计划的有效期为两年(至2022年底)。公司已于本季度开始执行该股份回购计划。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390169564,"gmtCreate":1605740381858,"gmtModify":1703839318159,"author":{"id":"3478594197398735","authorId":"3478594197398735","name":"诚信是牛市","avatar":"https://static.tigerbbs.com/56881f8bca5ac358a9f54c7d9d218dcd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478594197398735","idStr":"3478594197398735"},"themes":[],"htmlText":"终于等到你,和时间做朋友。手里握着50手22年30行权期权,上一次财报后大跌,差一点就清仓了,后悔没再买点,这次财报太亮眼了,长期看会回到前期的高点,有兴趣的朋友可以关注一下。明天开盘继续卖put。","listText":"终于等到你,和时间做朋友。手里握着50手22年30行权期权,上一次财报后大跌,差一点就清仓了,后悔没再买点,这次财报太亮眼了,长期看会回到前期的高点,有兴趣的朋友可以关注一下。明天开盘继续卖put。","text":"终于等到你,和时间做朋友。手里握着50手22年30行权期权,上一次财报后大跌,差一点就清仓了,后悔没再买点,这次财报太亮眼了,长期看会回到前期的高点,有兴趣的朋友可以关注一下。明天开盘继续卖put。","images":[{"img":"https://static.tigerbbs.com/b7a50b517cd4b9dfa1f54e61082693e3","width":"1080","height":"2244"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/390169564","isVote":1,"tweetType":1,"viewCount":2635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":958270722,"gmtCreate":1591286887666,"gmtModify":1704195232349,"author":{"id":"3478594197398735","authorId":"3478594197398735","name":"诚信是牛市","avatar":"https://static.tigerbbs.com/56881f8bca5ac358a9f54c7d9d218dcd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478594197398735","idStr":"3478594197398735"},"themes":[],"htmlText":"第一次买期权就栽了,但是还是想问问大神们,我买的是明天拼多多60的put,现在基本归零了,我估计也卖不出去了,那么我明天最多就是归零对吗?还是有其它的什么?谢谢","listText":"第一次买期权就栽了,但是还是想问问大神们,我买的是明天拼多多60的put,现在基本归零了,我估计也卖不出去了,那么我明天最多就是归零对吗?还是有其它的什么?谢谢","text":"第一次买期权就栽了,但是还是想问问大神们,我买的是明天拼多多60的put,现在基本归零了,我估计也卖不出去了,那么我明天最多就是归零对吗?还是有其它的什么?谢谢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/958270722","isVote":1,"tweetType":1,"viewCount":1448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}