白衣剑客的个人主页 - 老虎社区

白衣剑客

白衣剑客

走在实现阶级跨越的路上

IP属地：福建

55关注

9粉丝

1主题

0勋章

10-18

🤣这可是高科技技术

抱歉，原内容已删除

08-02

$三倍做多半导体ETF-Direxion Daily(SOXL)$ 这走势什么情况，太恐怖了吧……美股股灾前夕？

07-30

$星竞威武(NIPG)$ 这股属实是骗不到中国人[开心]

07-19

$星竞威武(NIPG)$ 只配在粉单市场的股

07-09

$极氪(ZK)$ 这股太🤡了

06-19

5月23日，英伟达在2025财年的一季报中披露，第一财季总营收246.9亿美元？？？？ 2025？

“股王”英伟达，批量造富豪

06-11

$极氪(ZK)$ 流通市值这么低都没啥热度

05-20

5以下看空，5以上看涨

05-11

$极氪(ZK)$ 早餐钱

05-10

$极氪(ZK)$ 4股，麻了

04-24

$哔哩哔哩(BILI)$ 草，昨天卖了卖早了，没想到啊b这么牛

2023-11-17

旱厕打灯笼

市场消息：特斯拉将于下周再次上调在中国市场的售价

2023-04-25

脸皮确实厚

暴雪回应被网易起诉：目前并未收到相关诉状

2022-08-03

$尚乘数科(HKD)$有没有做空的？发财了啊……

2022-07-28

$每日优鲜(MF)$这跑路速度跟倪哥有的一拼。

2022-06-24

$蓝帽子(BHAT)$能骗一个是一个，这种股敢玩的是勇士

2022-06-08

蔚来何德何能碰瓷amd？？

AMD称与蔚来达成合作，蔚来辟谣：没有的事

2022-01-04

5年后还有没有这公司都不一定

【券商聚焦】摩根士丹利：予泡泡玛特(09992)目标价68港元评级超配

2021-08-05

$AMD(AMD)$翻了四倍，离场了，感谢AMD[抱拳]

2021-08-04

$滴滴(DIDI)$滴滴必死，挑战国家权威，还在百年大庆的前一天，它不死谁死，国家现在在想着怎么让滴滴“死”得体面，帮它体面！赶紧跑吧。

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这股太🤡了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325756766597208","isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318629856317656,"gmtCreate":1718805693210,"gmtModify":1718805695356,"author":{"id":"3490325909009608","authorId":"3490325909009608","name":"白衣剑客","avatar":"https://static.tigerbbs.com/6b23ab82eeeaf2188243eeb47b75496f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3490325909009608","authorIdStr":"3490325909009608"},"themes":[],"htmlText":"5月23日，英伟达在2025财年的一季报中披露，第一财季总营收246.9亿美元？？？？ 2025？","listText":"5月23日，英伟达在2025财年的一季报中披露，第一财季总营收246.9亿美元？？？？ 2025？","text":"5月23日，英伟达在2025财年的一季报中披露，第一财季总营收246.9亿美元？？？？ 2025？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/318629856317656","repostId":"2444414865","repostType":2,"repost":{"id":"2444414865","weMediaInfo":{"introduction":"博闻雅识，非凡之客。","home_visible":1,"media_name":"市界","id":"1019100707","head_image":"https://static.tigerbbs.com/f7aa5576660d42f195013ced4567a7f3"},"pubTimestamp":1718778333,"share":"https://www.laohu8.com/m/news/2444414865?lang=&edition=full","pubTime":"2024-06-19 14:25","market":"us","language":"zh","title":"“股王”英伟达，批量造富豪","url":"https://stock-news.laohu8.com/highlight/detail?id=2444414865","media":"市界","summary":"越拿越烫手的英伟达股票，还有多少上涨空间，也正在成为全球投资者最关心的问题。","content":"<html><head></head><body><p>毫无悬念，吸走了纳斯达克今年40%市值涨幅的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>，终于超越<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，登顶了全球“股王”。过去一年，有人靠炒作英伟达快乐退休，有人急于登上错过的股价快车。越拿越烫手的英伟达股票，还有多少上涨空间，也正在成为全球投资者最关心的问题。</p><p>微软、苹果，历经了半个多月不屈不挠的“市值抵抗”，悬念仍毫不留情地被揭开——英伟达正式登顶了“全球股王”宝座。</p><p>6月18日美股收盘，英伟达上涨3.51%，总市值来到3.34万亿美元，超越了苹果（3.29万亿）、微软（3.32万亿）——从2022年底以来，英伟达股价已累积增长9倍以上。</p><p>一鲸生，万物落。作为科技巨头AI战争的“唯一军火商”，英伟达最近一个月里，股价又飞速拉升了近50%——今年以来，更吸走了纳斯达克约40%的上涨市值。</p><p>英伟达登顶同时，万马齐喑，微软、苹果、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Meta、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>齐齐下跌，向新王屈膝。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac80a42ab9e44ea9b46e5689b5591152\" title=\"（市值排名。图源/App Economy Insights）\"/><span>（市值排名。图源/App Economy Insights）</span></p><p>不过，这场盛宴中更兴奋和焦虑的，还是那些敢于豪赌英伟达股票的人。</p><p>有人刚刚入场，投资者雪儿对“市界”表示：“市值登顶，恰恰意味着英伟达的成长性还没到头。”她乐观地预计，英伟达至少还有未来10年的上涨空间，“短期也至少能涨向150美金”。</p><p>也有人落袋为安。<strong>投资者波波去年在高点甩卖了一套房子，套出大把现金投入英伟达，结结实实地玩了一把心跳。他无疑是幸运的，“毕竟这是为数不多的确定性上涨”，他说。</strong></p><p>几天前，波波把英伟达全部卖出了。他没有透露这一笔入账了多少，只是淡淡地表示，自己准备从此退出股海，足够安心退休了。</p><h3 id=\"id_115306458\">新“王”加冕</h3><p>市场对英伟达登顶的期待，从6月初就已经开始。彼时，英伟达超越了苹果，来到了全球市值第二大公司。分析师便已纷纷给出预计：英伟达超过微软，只是时间问题。</p><p>惊人的上涨速度，是这个造富故事中，最让人惊叹的部分。</p><p>1999年1月，英伟达登陆纳斯达克，它用了近25年的时间，才在2023年6月突破了万亿市值。而从1万亿，到2024年3月突破2万亿，仅用了9个多月的时间。6月3日，英伟达市值突破了3万亿。这一次，它仅用了66个交易日。</p><p>3万亿后，英伟达面前只剩下了苹果、微软两大豪强。在市值交替上升中，英伟达实现登顶，花了约两个星期。接下来，它需要超越的只剩自己。</p><p><img src=\"https://static.tigerbbs.com/d1b95760e0e744c0bae2f029a1eab4d6\" alt=\"\"/>每当有人预测，英伟达的股价是不是已被高估，它就会用新一轮上涨打破质疑。近期，黄仁勋的演讲、客户站台，也都会成为市场层面的利好，并转化为上涨动力。</p><p>支撑起狂热股价的，最核心的是科技巨头的AI大战，为英伟达带来的“多到不可思议的订单”。</p><p>5月23日，英伟达在2025财年的一季报中披露，第一财季总营收246.9亿美元，同比增长243.3%；其中用于AI模型训练的数据中心芯片业务营收同比增长427%至226亿美元，占整体营收大约86%；利润（EBIT）同比增长439%至164.6亿美元。</p><p>需求的强劲，让英伟达芯片供不应求。据官方披露，其2023年底交货周期一度长至了8~11个月。2024年初，这一数字已经降至3～4个月，但对争分夺秒备战AI的巨头来说，仍显太过漫长。</p><p>据“北拓资本”测算，英伟达2024年H系列GPU的出货量，大约在223~266万片，B系列GPU出货量约在 21~29 万片。近期，微软追加下单了12万台服务器，其中包括96万片H100、32万片B200；Meta下单了35万片H100、6.96 万片B200。</p><p>上述两家，已经占去了英伟达大半的供应量——这还未将谷歌、亚马逊、<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>等厂商的订单量计算进去。</p><p>还有新玩家在不断下场。5月27日，马斯克宣布：其创办的大模型公司“xAI”完成了60亿美元的B轮融资——这笔融资中的多数部分，都将流入英伟达的口袋，</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c21d75f5b9e4b06b5dbd060876c371a\" title=\"▲（左-黄仁勋，右-马斯克）\"/><span>▲（左-黄仁勋，右-马斯克）</span></p><p>最新的产品换代，也在为英伟达增添新动能。6月初，黄仁勋透露，最新款数据中心芯片Blackwell已经开始投产，预计将在2025年推出Blackwell Ultra AI芯片，下一代平台Rubin正在开发之中，将于2026年发布。</p><p><a href=\"https://laohu8.com/S/HSBC\">汇丰</a>预计，到2026财年，仅NVL服务器就能贡献670亿美元的营收，并推动数据中心营收增长至1800亿美元。</p><h3 id=\"id_3177400150\">爆炒英伟达的人</h3><p>得以加冕“股王”，除了巨头们源源不断的芯片需求，不断为英伟达推升、接盘的中小投资者“信仰”，成为了最大动能。</p><p>“英伟达我认为是要奔着1000（美元/股）去的。”今年3月，投资者Yuki对“市界”信心满满地表示。她的判断很快应验，5月23日，英伟达股价首次破千美元，并宣布将从6月10日开始，完成股票“1拆10”。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9037ebe2ba2058940c6c599626a4e75c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>2022年12月，ChatGPT刚刚亮相不久，Yuki便慧眼识珠，开始对英伟达建仓。粗略计算，以彼时170美元入手，Yuki搏得了接近500%的收益。</p><p>另一位投资者林陆，也在英伟达的股价盛筵中，品尝到了甘霖。他在2023年上半年买入了英伟达，持仓成本是233美元/股，赚得了几倍的回报。</p><p>除了幸运的外部投资者，股价暴涨的最直接受益人，还当属英伟达自己的高管和员工。</p><p>数据显示：截至今年3月25日，黄仁勋累计持有9350万股的英伟达股票，约占公司流通股总额的3.8%。以此计算，黄仁勋在英伟达登顶后的身家约为1265亿美元。</p><p>近日，黄仁勋选择小幅套现，给自己换了点“零花钱”。据英伟达官方披露：6月13日、14日，黄仁勋两天共抛掉了24万股，套现约3118万美元（约合2.26亿元）——两个“小目标”，仅用掉了黄仁勋市值财富的千分之2.5。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd26e240436d4176b755a4b10510a82a\" title=\"▲（黄仁勋展示Blackwell系列产品）\"/><span>▲（黄仁勋展示Blackwell系列产品）</span></p><p>被带火的，还有英伟达炙手可热的offer。</p><p>芯片招聘服务机构“研分网”联合创始人高汕告诉“市界”：“今年英伟达应届生月薪约为22-25k，不同背景岗位略有差异，此外会在入职当月配股40万元。股票分4年发放，每年发放10万。”另一位知情人士则对“市界”补充道：“英伟达在员工入职当月，便会配股。”</p><p>此外，英伟达还允许员工以每个月工资的15%，按照85折购入股票，相较外部投资者入手门槛更低。</p><p>这让英伟达的不少员工，轻易就跃进了年薪百万的收入门槛。以美硕回国、2021年入职的王晖萤为例，他告诉“市界”：截至今年3月，其最早获得的一批股票价值已经涨了约3倍。算上种种福利待遇，毕业两年后，王晖萤手中的净资产已经超过了200万元。</p><h3 id=\"id_1074837621\">英伟达还能涨多久？</h3><p>许多已经在英伟达上赚红了眼的人仍未尽兴；更焦虑的，还有站在英伟达门外，错过了首轮股价快车的人。他们更关心的是，英伟达还能涨多久。</p><p>黄仁勋自己或许比谁都清楚，科技公司在芯片上的投入，总会碰到尽头——英伟达不能长期依赖一个单向引擎。</p><p>不过近期，据外媒报道，英伟达更大的销售增长空间或许正在打开——6月初，各国政府开始加大AI领域的投入。亚洲、中东、欧洲、美洲，许多国家都拿出了数十亿到<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>的资金，用于AI新基础设施的建设。</p><p>今年2月，黄仁勋在迪拜的“世界政府峰会”上，大谈“主权AI”的概念。据英伟达官方新闻，公司已与新加坡、日本、法国、意大利、印度等国政府达成了芯片采购意向。</p><p>“主权AI”并非英伟达为了市值的臆造概念，据《财经》杂志报道，“数据不出境”正在成为欧盟、中国等国家或地区数据监管的重要红线。为符合数据监管规则，企业会在当地国家落地“主权AI”、“主权云”、“国家云”。它们都是私有云，数据中心建在本国。</p><p>近期，在此间投入最大的国家之一是新加坡。据报道，新加坡的国家超级计算中心正在用英伟达最新的AI芯片进行升级。新加坡电信公司也在与英伟达合作，扩大其在东南亚的数据中心版图。</p><p>5月，加拿大亦承诺出资15亿美元，巩固政府层面的国有算力。日本亦准备拿出约7.4亿美元，发展本国AI计算能力。同期，法国总统马克龙更呼吁欧洲建立合作关系，购买更多的GPU芯片；到2030年至2035年，将欧洲在全球使用的处理器份额，从目前的3%提高至20%。</p><p>这些国家层面大手笔的投入，短期的收益都指向了英伟达。</p><p>在2024年一季度财报会上，英伟达表示：一季度收入为260亿美元，其中近半数来自使用其芯片的大型云计算公司。；而“主权AI”今年有望为其带来接近100亿美元的收入——去年，这一数字为零。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d115d73a52b4aa389c3bad25ad496f0\" title=\"▲（美国加州圣塔克莱拉县英伟达总部）\"/><span>▲（美国加州圣塔克莱拉县英伟达总部）</span></p><p>在英伟达的这场造富浪潮中，也有一位或许最黯然的失意者。</p><p>已经很少人记得，与黄仁勋一起创业的，还有柯蒂斯·普里姆和克里斯·马拉科夫斯基两个人。1999年，英伟达以11亿美元市值上市。2年后，普里姆就将持有的12.8%英伟达股份拨出了四分之三，捐赠给了新成立的家族基金会。后来，他解释这个行为只是为了简单的避税。</p><p>几年后，普里姆又因为婚姻纠纷逐渐远离工作，最终于2003年离开英伟达，并在2006年清空了股份。</p><p>据外媒报道，此后他过上了离群索居的生活，并将大部分财产捐赠给了母校伦斯勒理工学院，从2001年开始，他一共捐赠了2.75亿美元，占该校捐款总额的40%之多。英伟达飞涨后，《福布斯》曾估算，目前普里姆的资产约为3000万美元。普里姆表示，母校是他最后的避风港。</p><p>而如果他没有卖出英伟达，他的财富将接近4000亿美元。或许，他可以给母校捐得再多一些。</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>“股王”英伟达，批量造富豪</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“股王”英伟达，批量造富豪\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1019100707\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f7aa5576660d42f195013ced4567a7f3);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">市界 </p>\n<p class=\"h-time\">2024-06-19 14:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>毫无悬念，吸走了纳斯达克今年40%市值涨幅的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>，终于超越<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，登顶了全球“股王”。过去一年，有人靠炒作英伟达快乐退休，有人急于登上错过的股价快车。越拿越烫手的英伟达股票，还有多少上涨空间，也正在成为全球投资者最关心的问题。</p><p>微软、苹果，历经了半个多月不屈不挠的“市值抵抗”，悬念仍毫不留情地被揭开——英伟达正式登顶了“全球股王”宝座。</p><p>6月18日美股收盘，英伟达上涨3.51%，总市值来到3.34万亿美元，超越了苹果（3.29万亿）、微软（3.32万亿）——从2022年底以来，英伟达股价已累积增长9倍以上。</p><p>一鲸生，万物落。作为科技巨头AI战争的“唯一军火商”，英伟达最近一个月里，股价又飞速拉升了近50%——今年以来，更吸走了纳斯达克约40%的上涨市值。</p><p>英伟达登顶同时，万马齐喑，微软、苹果、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Meta、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>齐齐下跌，向新王屈膝。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac80a42ab9e44ea9b46e5689b5591152\" title=\"（市值排名。图源/App Economy Insights）\"/><span>（市值排名。图源/App Economy Insights）</span></p><p>不过，这场盛宴中更兴奋和焦虑的，还是那些敢于豪赌英伟达股票的人。</p><p>有人刚刚入场，投资者雪儿对“市界”表示：“市值登顶，恰恰意味着英伟达的成长性还没到头。”她乐观地预计，英伟达至少还有未来10年的上涨空间，“短期也至少能涨向150美金”。</p><p>也有人落袋为安。<strong>投资者波波去年在高点甩卖了一套房子，套出大把现金投入英伟达，结结实实地玩了一把心跳。他无疑是幸运的，“毕竟这是为数不多的确定性上涨”，他说。</strong></p><p>几天前，波波把英伟达全部卖出了。他没有透露这一笔入账了多少，只是淡淡地表示，自己准备从此退出股海，足够安心退休了。</p><h3 id=\"id_115306458\">新“王”加冕</h3><p>市场对英伟达登顶的期待，从6月初就已经开始。彼时，英伟达超越了苹果，来到了全球市值第二大公司。分析师便已纷纷给出预计：英伟达超过微软，只是时间问题。</p><p>惊人的上涨速度，是这个造富故事中，最让人惊叹的部分。</p><p>1999年1月，英伟达登陆纳斯达克，它用了近25年的时间，才在2023年6月突破了万亿市值。而从1万亿，到2024年3月突破2万亿，仅用了9个多月的时间。6月3日，英伟达市值突破了3万亿。这一次，它仅用了66个交易日。</p><p>3万亿后，英伟达面前只剩下了苹果、微软两大豪强。在市值交替上升中，英伟达实现登顶，花了约两个星期。接下来，它需要超越的只剩自己。</p><p><img src=\"https://static.tigerbbs.com/d1b95760e0e744c0bae2f029a1eab4d6\" alt=\"\"/>每当有人预测，英伟达的股价是不是已被高估，它就会用新一轮上涨打破质疑。近期，黄仁勋的演讲、客户站台，也都会成为市场层面的利好，并转化为上涨动力。</p><p>支撑起狂热股价的，最核心的是科技巨头的AI大战，为英伟达带来的“多到不可思议的订单”。</p><p>5月23日，英伟达在2025财年的一季报中披露，第一财季总营收246.9亿美元，同比增长243.3%；其中用于AI模型训练的数据中心芯片业务营收同比增长427%至226亿美元，占整体营收大约86%；利润（EBIT）同比增长439%至164.6亿美元。</p><p>需求的强劲，让英伟达芯片供不应求。据官方披露，其2023年底交货周期一度长至了8~11个月。2024年初，这一数字已经降至3～4个月，但对争分夺秒备战AI的巨头来说，仍显太过漫长。</p><p>据“北拓资本”测算，英伟达2024年H系列GPU的出货量，大约在223~266万片，B系列GPU出货量约在 21~29 万片。近期，微软追加下单了12万台服务器，其中包括96万片H100、32万片B200；Meta下单了35万片H100、6.96 万片B200。</p><p>上述两家，已经占去了英伟达大半的供应量——这还未将谷歌、亚马逊、<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>等厂商的订单量计算进去。</p><p>还有新玩家在不断下场。5月27日，马斯克宣布：其创办的大模型公司“xAI”完成了60亿美元的B轮融资——这笔融资中的多数部分，都将流入英伟达的口袋，</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c21d75f5b9e4b06b5dbd060876c371a\" title=\"▲（左-黄仁勋，右-马斯克）\"/><span>▲（左-黄仁勋，右-马斯克）</span></p><p>最新的产品换代，也在为英伟达增添新动能。6月初，黄仁勋透露，最新款数据中心芯片Blackwell已经开始投产，预计将在2025年推出Blackwell Ultra AI芯片，下一代平台Rubin正在开发之中，将于2026年发布。</p><p><a href=\"https://laohu8.com/S/HSBC\">汇丰</a>预计，到2026财年，仅NVL服务器就能贡献670亿美元的营收，并推动数据中心营收增长至1800亿美元。</p><h3 id=\"id_3177400150\">爆炒英伟达的人</h3><p>得以加冕“股王”，除了巨头们源源不断的芯片需求，不断为英伟达推升、接盘的中小投资者“信仰”，成为了最大动能。</p><p>“英伟达我认为是要奔着1000（美元/股）去的。”今年3月，投资者Yuki对“市界”信心满满地表示。她的判断很快应验，5月23日，英伟达股价首次破千美元，并宣布将从6月10日开始，完成股票“1拆10”。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9037ebe2ba2058940c6c599626a4e75c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>2022年12月，ChatGPT刚刚亮相不久，Yuki便慧眼识珠，开始对英伟达建仓。粗略计算，以彼时170美元入手，Yuki搏得了接近500%的收益。</p><p>另一位投资者林陆，也在英伟达的股价盛筵中，品尝到了甘霖。他在2023年上半年买入了英伟达，持仓成本是233美元/股，赚得了几倍的回报。</p><p>除了幸运的外部投资者，股价暴涨的最直接受益人，还当属英伟达自己的高管和员工。</p><p>数据显示：截至今年3月25日，黄仁勋累计持有9350万股的英伟达股票，约占公司流通股总额的3.8%。以此计算，黄仁勋在英伟达登顶后的身家约为1265亿美元。</p><p>近日，黄仁勋选择小幅套现，给自己换了点“零花钱”。据英伟达官方披露：6月13日、14日，黄仁勋两天共抛掉了24万股，套现约3118万美元（约合2.26亿元）——两个“小目标”，仅用掉了黄仁勋市值财富的千分之2.5。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd26e240436d4176b755a4b10510a82a\" title=\"▲（黄仁勋展示Blackwell系列产品）\"/><span>▲（黄仁勋展示Blackwell系列产品）</span></p><p>被带火的，还有英伟达炙手可热的offer。</p><p>芯片招聘服务机构“研分网”联合创始人高汕告诉“市界”：“今年英伟达应届生月薪约为22-25k，不同背景岗位略有差异，此外会在入职当月配股40万元。股票分4年发放，每年发放10万。”另一位知情人士则对“市界”补充道：“英伟达在员工入职当月，便会配股。”</p><p>此外，英伟达还允许员工以每个月工资的15%，按照85折购入股票，相较外部投资者入手门槛更低。</p><p>这让英伟达的不少员工，轻易就跃进了年薪百万的收入门槛。以美硕回国、2021年入职的王晖萤为例，他告诉“市界”：截至今年3月，其最早获得的一批股票价值已经涨了约3倍。算上种种福利待遇，毕业两年后，王晖萤手中的净资产已经超过了200万元。</p><h3 id=\"id_1074837621\">英伟达还能涨多久？</h3><p>许多已经在英伟达上赚红了眼的人仍未尽兴；更焦虑的，还有站在英伟达门外，错过了首轮股价快车的人。他们更关心的是，英伟达还能涨多久。</p><p>黄仁勋自己或许比谁都清楚，科技公司在芯片上的投入，总会碰到尽头——英伟达不能长期依赖一个单向引擎。</p><p>不过近期，据外媒报道，英伟达更大的销售增长空间或许正在打开——6月初，各国政府开始加大AI领域的投入。亚洲、中东、欧洲、美洲，许多国家都拿出了数十亿到<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>的资金，用于AI新基础设施的建设。</p><p>今年2月，黄仁勋在迪拜的“世界政府峰会”上，大谈“主权AI”的概念。据英伟达官方新闻，公司已与新加坡、日本、法国、意大利、印度等国政府达成了芯片采购意向。</p><p>“主权AI”并非英伟达为了市值的臆造概念，据《财经》杂志报道，“数据不出境”正在成为欧盟、中国等国家或地区数据监管的重要红线。为符合数据监管规则，企业会在当地国家落地“主权AI”、“主权云”、“国家云”。它们都是私有云，数据中心建在本国。</p><p>近期，在此间投入最大的国家之一是新加坡。据报道，新加坡的国家超级计算中心正在用英伟达最新的AI芯片进行升级。新加坡电信公司也在与英伟达合作，扩大其在东南亚的数据中心版图。</p><p>5月，加拿大亦承诺出资15亿美元，巩固政府层面的国有算力。日本亦准备拿出约7.4亿美元，发展本国AI计算能力。同期，法国总统马克龙更呼吁欧洲建立合作关系，购买更多的GPU芯片；到2030年至2035年，将欧洲在全球使用的处理器份额，从目前的3%提高至20%。</p><p>这些国家层面大手笔的投入，短期的收益都指向了英伟达。</p><p>在2024年一季度财报会上，英伟达表示：一季度收入为260亿美元，其中近半数来自使用其芯片的大型云计算公司。；而“主权AI”今年有望为其带来接近100亿美元的收入——去年，这一数字为零。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d115d73a52b4aa389c3bad25ad496f0\" title=\"▲（美国加州圣塔克莱拉县英伟达总部）\"/><span>▲（美国加州圣塔克莱拉县英伟达总部）</span></p><p>在英伟达的这场造富浪潮中，也有一位或许最黯然的失意者。</p><p>已经很少人记得，与黄仁勋一起创业的，还有柯蒂斯·普里姆和克里斯·马拉科夫斯基两个人。1999年，英伟达以11亿美元市值上市。2年后，普里姆就将持有的12.8%英伟达股份拨出了四分之三，捐赠给了新成立的家族基金会。后来，他解释这个行为只是为了简单的避税。</p><p>几年后，普里姆又因为婚姻纠纷逐渐远离工作，最终于2003年离开英伟达，并在2006年清空了股份。</p><p>据外媒报道，此后他过上了离群索居的生活，并将大部分财产捐赠给了母校伦斯勒理工学院，从2001年开始，他一共捐赠了2.75亿美元，占该校捐款总额的40%之多。英伟达飞涨后，《福布斯》曾估算，目前普里姆的资产约为3000万美元。普里姆表示，母校是他最后的避风港。</p><p>而如果他没有卖出英伟达，他的财富将接近4000亿美元。或许，他可以给母校捐得再多一些。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/04f77e0e52e34771aedbe3705f5312b7","relate_stocks":{"NVDA":"英伟达"},"source_url":"http://mp.weixin.qq.com/s?__biz=MTA3NDI5ODU0MQ==&mid=2656026593&idx=1&sn=e3c02eedbd472cc519d7d7b8713b2483&chksm=72f0f914f59790c2de218ea70579583a0932a483d8131b17d276ff3bfcd310e79e0497ba0ce1&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2444414865","content_text":"毫无悬念，吸走了纳斯达克今年40%市值涨幅的英伟达，终于超越微软、苹果，登顶了全球“股王”。过去一年，有人靠炒作英伟达快乐退休，有人急于登上错过的股价快车。越拿越烫手的英伟达股票，还有多少上涨空间，也正在成为全球投资者最关心的问题。微软、苹果，历经了半个多月不屈不挠的“市值抵抗”，悬念仍毫不留情地被揭开——英伟达正式登顶了“全球股王”宝座。6月18日美股收盘，英伟达上涨3.51%，总市值来到3.34万亿美元，超越了苹果（3.29万亿）、微软（3.32万亿）——从2022年底以来，英伟达股价已累积增长9倍以上。一鲸生，万物落。作为科技巨头AI战争的“唯一军火商”，英伟达最近一个月里，股价又飞速拉升了近50%——今年以来，更吸走了纳斯达克约40%的上涨市值。英伟达登顶同时，万马齐喑，微软、苹果、谷歌、亚马逊、Meta、特斯拉齐齐下跌，向新王屈膝。（市值排名。图源/App Economy Insights）不过，这场盛宴中更兴奋和焦虑的，还是那些敢于豪赌英伟达股票的人。有人刚刚入场，投资者雪儿对“市界”表示：“市值登顶，恰恰意味着英伟达的成长性还没到头。”她乐观地预计，英伟达至少还有未来10年的上涨空间，“短期也至少能涨向150美金”。也有人落袋为安。投资者波波去年在高点甩卖了一套房子，套出大把现金投入英伟达，结结实实地玩了一把心跳。他无疑是幸运的，“毕竟这是为数不多的确定性上涨”，他说。几天前，波波把英伟达全部卖出了。他没有透露这一笔入账了多少，只是淡淡地表示，自己准备从此退出股海，足够安心退休了。新“王”加冕市场对英伟达登顶的期待，从6月初就已经开始。彼时，英伟达超越了苹果，来到了全球市值第二大公司。分析师便已纷纷给出预计：英伟达超过微软，只是时间问题。惊人的上涨速度，是这个造富故事中，最让人惊叹的部分。1999年1月，英伟达登陆纳斯达克，它用了近25年的时间，才在2023年6月突破了万亿市值。而从1万亿，到2024年3月突破2万亿，仅用了9个多月的时间。6月3日，英伟达市值突破了3万亿。这一次，它仅用了66个交易日。3万亿后，英伟达面前只剩下了苹果、微软两大豪强。在市值交替上升中，英伟达实现登顶，花了约两个星期。接下来，它需要超越的只剩自己。每当有人预测，英伟达的股价是不是已被高估，它就会用新一轮上涨打破质疑。近期，黄仁勋的演讲、客户站台，也都会成为市场层面的利好，并转化为上涨动力。支撑起狂热股价的，最核心的是科技巨头的AI大战，为英伟达带来的“多到不可思议的订单”。5月23日，英伟达在2025财年的一季报中披露，第一财季总营收246.9亿美元，同比增长243.3%；其中用于AI模型训练的数据中心芯片业务营收同比增长427%至226亿美元，占整体营收大约86%；利润（EBIT）同比增长439%至164.6亿美元。需求的强劲，让英伟达芯片供不应求。据官方披露，其2023年底交货周期一度长至了8~11个月。2024年初，这一数字已经降至3～4个月，但对争分夺秒备战AI的巨头来说，仍显太过漫长。据“北拓资本”测算，英伟达2024年H系列GPU的出货量，大约在223~266万片，B系列GPU出货量约在 21~29 万片。近期，微软追加下单了12万台服务器，其中包括96万片H100、32万片B200；Meta下单了35万片H100、6.96 万片B200。上述两家，已经占去了英伟达大半的供应量——这还未将谷歌、亚马逊、甲骨文等厂商的订单量计算进去。还有新玩家在不断下场。5月27日，马斯克宣布：其创办的大模型公司“xAI”完成了60亿美元的B轮融资——这笔融资中的多数部分，都将流入英伟达的口袋，▲（左-黄仁勋，右-马斯克）最新的产品换代，也在为英伟达增添新动能。6月初，黄仁勋透露，最新款数据中心芯片Blackwell已经开始投产，预计将在2025年推出Blackwell Ultra AI芯片，下一代平台Rubin正在开发之中，将于2026年发布。汇丰预计，到2026财年，仅NVL服务器就能贡献670亿美元的营收，并推动数据中心营收增长至1800亿美元。爆炒英伟达的人得以加冕“股王”，除了巨头们源源不断的芯片需求，不断为英伟达推升、接盘的中小投资者“信仰”，成为了最大动能。“英伟达我认为是要奔着1000（美元/股）去的。”今年3月，投资者Yuki对“市界”信心满满地表示。她的判断很快应验，5月23日，英伟达股价首次破千美元，并宣布将从6月10日开始，完成股票“1拆10”。2022年12月，ChatGPT刚刚亮相不久，Yuki便慧眼识珠，开始对英伟达建仓。粗略计算，以彼时170美元入手，Yuki搏得了接近500%的收益。另一位投资者林陆，也在英伟达的股价盛筵中，品尝到了甘霖。他在2023年上半年买入了英伟达，持仓成本是233美元/股，赚得了几倍的回报。除了幸运的外部投资者，股价暴涨的最直接受益人，还当属英伟达自己的高管和员工。数据显示：截至今年3月25日，黄仁勋累计持有9350万股的英伟达股票，约占公司流通股总额的3.8%。以此计算，黄仁勋在英伟达登顶后的身家约为1265亿美元。近日，黄仁勋选择小幅套现，给自己换了点“零花钱”。据英伟达官方披露：6月13日、14日，黄仁勋两天共抛掉了24万股，套现约3118万美元（约合2.26亿元）——两个“小目标”，仅用掉了黄仁勋市值财富的千分之2.5。▲（黄仁勋展示Blackwell系列产品）被带火的，还有英伟达炙手可热的offer。芯片招聘服务机构“研分网”联合创始人高汕告诉“市界”：“今年英伟达应届生月薪约为22-25k，不同背景岗位略有差异，此外会在入职当月配股40万元。股票分4年发放，每年发放10万。”另一位知情人士则对“市界”补充道：“英伟达在员工入职当月，便会配股。”此外，英伟达还允许员工以每个月工资的15%，按照85折购入股票，相较外部投资者入手门槛更低。这让英伟达的不少员工，轻易就跃进了年薪百万的收入门槛。以美硕回国、2021年入职的王晖萤为例，他告诉“市界”：截至今年3月，其最早获得的一批股票价值已经涨了约3倍。算上种种福利待遇，毕业两年后，王晖萤手中的净资产已经超过了200万元。英伟达还能涨多久？许多已经在英伟达上赚红了眼的人仍未尽兴；更焦虑的，还有站在英伟达门外，错过了首轮股价快车的人。他们更关心的是，英伟达还能涨多久。黄仁勋自己或许比谁都清楚，科技公司在芯片上的投入，总会碰到尽头——英伟达不能长期依赖一个单向引擎。不过近期，据外媒报道，英伟达更大的销售增长空间或许正在打开——6月初，各国政府开始加大AI领域的投入。亚洲、中东、欧洲、美洲，许多国家都拿出了数十亿到数百亿的资金，用于AI新基础设施的建设。今年2月，黄仁勋在迪拜的“世界政府峰会”上，大谈“主权AI”的概念。据英伟达官方新闻，公司已与新加坡、日本、法国、意大利、印度等国政府达成了芯片采购意向。“主权AI”并非英伟达为了市值的臆造概念，据《财经》杂志报道，“数据不出境”正在成为欧盟、中国等国家或地区数据监管的重要红线。为符合数据监管规则，企业会在当地国家落地“主权AI”、“主权云”、“国家云”。它们都是私有云，数据中心建在本国。近期，在此间投入最大的国家之一是新加坡。据报道，新加坡的国家超级计算中心正在用英伟达最新的AI芯片进行升级。新加坡电信公司也在与英伟达合作，扩大其在东南亚的数据中心版图。5月，加拿大亦承诺出资15亿美元，巩固政府层面的国有算力。日本亦准备拿出约7.4亿美元，发展本国AI计算能力。同期，法国总统马克龙更呼吁欧洲建立合作关系，购买更多的GPU芯片；到2030年至2035年，将欧洲在全球使用的处理器份额，从目前的3%提高至20%。这些国家层面大手笔的投入，短期的收益都指向了英伟达。在2024年一季度财报会上，英伟达表示：一季度收入为260亿美元，其中近半数来自使用其芯片的大型云计算公司。；而“主权AI”今年有望为其带来接近100亿美元的收入——去年，这一数字为零。▲（美国加州圣塔克莱拉县英伟达总部）在英伟达的这场造富浪潮中，也有一位或许最黯然的失意者。已经很少人记得，与黄仁勋一起创业的，还有柯蒂斯·普里姆和克里斯·马拉科夫斯基两个人。1999年，英伟达以11亿美元市值上市。2年后，普里姆就将持有的12.8%英伟达股份拨出了四分之三，捐赠给了新成立的家族基金会。后来，他解释这个行为只是为了简单的避税。几年后，普里姆又因为婚姻纠纷逐渐远离工作，最终于2003年离开英伟达，并在2006年清空了股份。据外媒报道，此后他过上了离群索居的生活，并将大部分财产捐赠给了母校伦斯勒理工学院，从2001年开始，他一共捐赠了2.75亿美元，占该校捐款总额的40%之多。英伟达飞涨后，《福布斯》曾估算，目前普里姆的资产约为3000万美元。普里姆表示，母校是他最后的避风港。而如果他没有卖出英伟达，他的财富将接近4000亿美元。或许，他可以给母校捐得再多一些。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315685790548272,"gmtCreate":1718102699944,"gmtModify":1718105049170,"author":{"id":"3490325909009608","authorId":"3490325909009608","name":"白衣剑客","avatar":"https://static.tigerbbs.com/6b23ab82eeeaf2188243eeb47b75496f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3490325909009608","authorIdStr":"3490325909009608"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/MF\">$每日优鲜(MF)$</a>这跑路速度跟倪哥有的一拼。","listText":"<a href=\"https://laohu8.com/S/MF\">$每日优鲜(MF)$</a>这跑路速度跟倪哥有的一拼。","text":"$每日优鲜(MF)$这跑路速度跟倪哥有的一拼。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/682225738","isVote":1,"tweetType":1,"viewCount":1351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":683363727,"gmtCreate":1656006319674,"gmtModify":1704863865850,"author":{"id":"3490325909009608","authorId":"3490325909009608","name":"白衣剑客","avatar":"https://static.tigerbbs.com/6b23ab82eeeaf2188243eeb47b75496f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3490325909009608","authorIdStr":"3490325909009608"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BHAT\">$蓝帽子(BHAT)$</a>能骗一个是一个，这种股敢玩的是勇士","listText":"<a href=\"https://laohu8.com/S/BHAT\">$蓝帽子(BHAT)$</a>能骗一个是一个，这种股敢玩的是勇士","text":"$蓝帽子(BHAT)$能骗一个是一个，这种股敢玩的是勇士","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/683363727","isVote":1,"tweetType":1,"viewCount":4234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680022818,"gmtCreate":1654688051235,"gmtModify":1704860114766,"author":{"id":"3490325909009608","authorId":"3490325909009608","name":"白衣剑客","avatar":"https://static.tigerbbs.com/6b23ab82eeeaf2188243eeb47b75496f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3490325909009608","authorIdStr":"3490325909009608"},"themes":[],"htmlText":"蔚来何德何能碰瓷amd？？","listText":"蔚来何德何能碰瓷amd？？","text":"蔚来何德何能碰瓷amd？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/680022818","repostId":"1129383638","repostType":2,"repost":{"id":"1129383638","pubTimestamp":1654686400,"share":"https://www.laohu8.com/m/news/1129383638?lang=&edition=full","pubTime":"2022-06-08 19:06","market":"us","language":"zh","title":"AMD称与蔚来达成合作，蔚来辟谣：没有的事","url":"https://stock-news.laohu8.com/highlight/detail?id=1129383638","media":"新浪科技","summary":"AMD中国发文称旗下EPYC系列处理器赋能蔚来汽车HPC平台。","content":"<html><head></head><body><p>6月8日晚间消息，<a href=\"https://laohu8.com/S/AMD\">AMD</a>中国6月6日发文称旗下EPYC系列处理器赋能<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车HPC平台。今日，蔚来企业传播高级总监马麟转发该<a href=\"https://laohu8.com/S/WB\">微博</a>并称与AMD没有合作，请AMD删除该微博。</p><p><b>以下为原文内容：</b></p><p>蔚来与AMD没有合作，目前也没有讨论开展合作，更没有授权AMD开展此传播。AMD此举非常令人遗憾。经过交涉，AMD仅删除了官网的消息，微博的营销活动仍然存在。请AMD删除该微博。</p><p><img src=\"https://static.tigerbbs.com/555f5986682cdf3c0e0a99378b18455a\" tg-width=\"630\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/></p></body></html>","source":"sina_tech","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>AMD称与蔚来达成合作，蔚来辟谣：没有的事</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\">\nAMD称与蔚来达成合作，蔚来辟谣：没有的事\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-08 19:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2022-06-08/doc-imizirau7257803.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月8日晚间消息，AMD中国6月6日发文称旗下EPYC系列处理器赋能蔚来汽车HPC平台。今日，蔚来企业传播高级总监马麟转发该微博并称与AMD没有合作，请AMD删除该微博。以下为原文内容：蔚来与AMD没有合作，目前也没有讨论开展合作，更没有授权AMD开展此传播。AMD此举非常令人遗憾。经过交涉，AMD仅删除了官网的消息，微博的营销活动仍然存在。请AMD删除该微博。</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2022-06-08/doc-imizirau7257803.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"09866":"蔚来-SW","AMD":"美国超微公司","NIO":"蔚来"},"source_url":"https://finance.sina.com.cn/tech/2022-06-08/doc-imizirau7257803.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129383638","content_text":"6月8日晚间消息，AMD中国6月6日发文称旗下EPYC系列处理器赋能蔚来汽车HPC平台。今日，蔚来企业传播高级总监马麟转发该微博并称与AMD没有合作，请AMD删除该微博。以下为原文内容：蔚来与AMD没有合作，目前也没有讨论开展合作，更没有授权AMD开展此传播。AMD此举非常令人遗憾。经过交涉，AMD仅删除了官网的消息，微博的营销活动仍然存在。请AMD删除该微博。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2878,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557177667919123","authorId":"3557177667919123","name":"riitxu","avatar":"https://static.tigerbbs.com/f73bd595f590046738b351514b06a4d5","crmLevel":6,"crmLevelSwitch":1,"idStr":"3557177667919123","authorIdStr":"3557177667919123"},"content":"看不懂中国字？这也能舔？","text":"看不懂中国字？这也能舔？","html":"看不懂中国字？这也能舔？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695900674,"gmtCreate":1641283374330,"gmtModify":1641283374330,"author":{"id":"3490325909009608","authorId":"3490325909009608","name":"白衣剑客","avatar":"https://static.tigerbbs.com/6b23ab82eeeaf2188243eeb47b75496f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3490325909009608","authorIdStr":"3490325909009608"},"themes":[],"htmlText":"5年后还有没有这公司都不一定","listText":"5年后还有没有这公司都不一定","text":"5年后还有没有这公司都不一定","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695900674","repostId":"2200477481","repostType":2,"repost":{"id":"2200477481","weMediaInfo":{"introduction":"凤凰网港股","home_visible":1,"media_name":"凤凰网港股","id":"1039806269","head_image":"https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817"},"pubTimestamp":1641283113,"share":"https://www.laohu8.com/m/news/2200477481?lang=&edition=full","pubTime":"2022-01-04 15:58","market":"hk","language":"zh","title":"【券商聚焦】摩根士丹利：予泡泡玛特(09992)目标价68港元 评级超配","url":"https://stock-news.laohu8.com/highlight/detail?id=2200477481","media":"凤凰网港股","summary":"凤凰网港股|摩根士丹利称，相信泡泡玛特(09992)股价30日内将升，料机会率达70%至80%，予评级超配，目标价68港元。大摩指，虽然宏观环境充满挑战，且去年下半年疫情再现，但仍认为公司将实现62%的销售增长和78%的预期收益增长，是消费行业中最强劲的公司之一，因其IP和设计流行、核心消费者需求的弹性，及流行玩具从小众到主流的快速扩张。大摩认为，对泡泡玛特的需求更多由产品而非流量驱动，随着最近产品推出，预计增长将在去年12月和今年1月回升。","content":"<html><body><p>凤凰网港股|<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>称，相信<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>(09992)股价30日内将升，料机会率达70%至80%，予评级超配，目标价68港元。大摩指，虽然宏观环境充满挑战，且去年下半年疫情再现，但仍认为公司将实现62%的销售增长和78%的预期收益增长，是消费行业中最强劲的公司之一，因其IP和设计流行、核心消费者需求的弹性，及流行玩具从小众到主流的快速扩张。</p><p>大摩认为，对泡泡玛特的需求更多由产品而非流量驱动，随着最近产品推出，预计增长将在去年12月和今年1月回升。</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\" 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style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2022-01-04 15:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>凤凰网港股|<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>称，相信<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>(09992)股价30日内将升，料机会率达70%至80%，予评级超配，目标价68港元。大摩指，虽然宏观环境充满挑战，且去年下半年疫情再现，但仍认为公司将实现62%的销售增长和78%的预期收益增长，是消费行业中最强劲的公司之一，因其IP和设计流行、核心消费者需求的弹性，及流行玩具从小众到主流的快速扩张。</p><p>大摩认为，对泡泡玛特的需求更多由产品而非流量驱动，随着最近产品推出，预计增长将在去年12月和今年1月回升。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d2488184ce4815610e2426c10250da75","relate_stocks":{"09992":"泡泡玛特"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=ad6def53b24859e4feef76b7dfd49924","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200477481","content_text":"凤凰网港股|摩根士丹利称，相信泡泡玛特(09992)股价30日内将升，料机会率达70%至80%，予评级超配，目标价68港元。大摩指，虽然宏观环境充满挑战，且去年下半年疫情再现，但仍认为公司将实现62%的销售增长和78%的预期收益增长，是消费行业中最强劲的公司之一，因其IP和设计流行、核心消费者需求的弹性，及流行玩具从小众到主流的快速扩张。大摩认为，对泡泡玛特的需求更多由产品而非流量驱动，随着最近产品推出，预计增长将在去年12月和今年1月回升。","news_type":1},"isVote":1,"tweetType":1,"viewCount":927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":890855859,"gmtCreate":1628094183371,"gmtModify":1628094183371,"author":{"id":"3490325909009608","authorId":"3490325909009608","name":"白衣剑客","avatar":"https://static.tigerbbs.com/6b23ab82eeeaf2188243eeb47b75496f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3490325909009608","authorIdStr":"3490325909009608"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>翻了四倍，离场了，感谢AMD[抱拳]&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>翻了四倍，离场了，感谢AMD[抱拳]&nbsp;","text":"$AMD(AMD)$翻了四倍，离场了，感谢AMD[抱拳]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890855859","isVote":1,"tweetType":1,"viewCount":1880,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":807806973,"gmtCreate":1628021181092,"gmtModify":1628021181092,"author":{"id":"3490325909009608","authorId":"3490325909009608","name":"白衣剑客","avatar":"https://static.tigerbbs.com/6b23ab82eeeaf2188243eeb47b75496f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3490325909009608","authorIdStr":"3490325909009608"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>滴滴必死，挑战国家权威，还在百年大庆的前一天，它不死谁死，国家现在在想着怎么让滴滴“死”得体面，帮它体面！赶紧跑吧。","listText":"<a 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真的，在小米上亏的那么多钱，两个月就在美股双倍赚回来，国内股还是少碰，真的辣鸡🤮#何以解忧唯有暴富#","images":[{"img":"https://static.tigerbbs.com/d04cf5ead63e58dcab7a71bcac2099d3"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":8,"commentSize":16,"repostSize":0,"link":"https://laohu8.com/post/407996","isVote":1,"tweetType":1,"viewCount":6285,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3484445294779598","authorId":"3484445294779598","name":"Mr_Chx","avatar":"https://static.tigerbbs.com/cefdb548a62d6b0d879b62a4c90cf223","crmLevel":1,"crmLevelSwitch":0,"idStr":"3484445294779598","authorIdStr":"3484445294779598"},"content":"哈哈！别说实话！劳资在A股投了15万亏了一半多！在美股1年2万就翻了3倍","text":"哈哈！别说实话！劳资在A股投了15万亏了一半多！在美股1年2万就翻了3倍","html":"哈哈！别说实话！劳资在A股投了15万亏了一半多！在美股1年2万就翻了3倍"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":220287,"gmtCreate":1531792704139,"gmtModify":1704896946249,"author":{"id":"3490325909009608","authorId":"3490325909009608","name":"白衣剑客","avatar":"https://static.tigerbbs.com/6b23ab82eeeaf2188243eeb47b75496f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3490325909009608","authorIdStr":"3490325909009608"},"themes":[],"htmlText":"$小米集团-W(01810)$ 20.9成功上车，小额。大额还在汇，老虎处理得好慢","listText":"$小米集团-W(01810)$ 20.9成功上车，小额。大额还在汇，老虎处理得好慢","text":"$小米集团-W(01810)$ 20.9成功上车，小额。大额还在汇，老虎处理得好慢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":17,"repostSize":0,"link":"https://laohu8.com/post/220287","isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494132864848392","authorId":"3494132864848392","name":"乐天大侠","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3494132864848392","authorIdStr":"3494132864848392"},"content":"据说提款也会非常麻烦。提款不成功记录也非常大","text":"据说提款也会非常麻烦。提款不成功记录也非常大","html":"据说提款也会非常麻烦。提款不成功记录也非常大"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385297390,"gmtCreate":1613552972310,"gmtModify":1613552972310,"author":{"id":"3490325909009608","authorId":"3490325909009608","name":"白衣剑客","avatar":"https://static.tigerbbs.com/6b23ab82eeeaf2188243eeb47b75496f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3490325909009608","authorIdStr":"3490325909009608"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>怎么看一个股的股民目前是不是赌徒类型？很简单，发一个无厘头预测“今晚必涨” 点赞得越多比例越大。","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>怎么看一个股的股民目前是不是赌徒类型？很简单，发一个无厘头预测“今晚必涨” 点赞得越多比例越大。","text":"$Sundial Growers Inc.(SNDL)$怎么看一个股的股民目前是不是赌徒类型？很简单，发一个无厘头预测“今晚必涨” 点赞得越多比例越大。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/385297390","isVote":1,"tweetType":1,"viewCount":1898,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563509039674222","authorId":"3563509039674222","name":"开坦克的小仙女","avatar":"https://static.tigerbbs.com/8735e873370dfdb592f2e07a99543579","crmLevel":1,"crmLevelSwitch":0,"idStr":"3563509039674222","authorIdStr":"3563509039674222"},"content":"是的，这票一堆人天天打鸡血，误导新来的。长期肯定是没问题的，但是最近短期绝对不会暴涨！只能熬时间了","text":"是的，这票一堆人天天打鸡血，误导新来的。长期肯定是没问题的，但是最近短期绝对不会暴涨！只能熬时间了","html":"是的，这票一堆人天天打鸡血，误导新来的。长期肯定是没问题的，但是最近短期绝对不会暴涨！只能熬时间了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680022818,"gmtCreate":1654688051235,"gmtModify":1704860114766,"author":{"id":"3490325909009608","authorId":"3490325909009608","name":"白衣剑客","avatar":"https://static.tigerbbs.com/6b23ab82eeeaf2188243eeb47b75496f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3490325909009608","authorIdStr":"3490325909009608"},"themes":[],"htmlText":"蔚来何德何能碰瓷amd？？","listText":"蔚来何德何能碰瓷amd？？","text":"蔚来何德何能碰瓷amd？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/680022818","repostId":"1129383638","repostType":2,"repost":{"id":"1129383638","pubTimestamp":1654686400,"share":"https://www.laohu8.com/m/news/1129383638?lang=&edition=full","pubTime":"2022-06-08 19:06","market":"us","language":"zh","title":"AMD称与蔚来达成合作，蔚来辟谣：没有的事","url":"https://stock-news.laohu8.com/highlight/detail?id=1129383638","media":"新浪科技","summary":"AMD中国发文称旗下EPYC系列处理器赋能蔚来汽车HPC平台。","content":"<html><head></head><body><p>6月8日晚间消息，<a href=\"https://laohu8.com/S/AMD\">AMD</a>中国6月6日发文称旗下EPYC系列处理器赋能<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车HPC平台。今日，蔚来企业传播高级总监马麟转发该<a href=\"https://laohu8.com/S/WB\">微博</a>并称与AMD没有合作，请AMD删除该微博。</p><p><b>以下为原文内容：</b></p><p>蔚来与AMD没有合作，目前也没有讨论开展合作，更没有授权AMD开展此传播。AMD此举非常令人遗憾。经过交涉，AMD仅删除了官网的消息，微博的营销活动仍然存在。请AMD删除该微博。</p><p><img src=\"https://static.tigerbbs.com/555f5986682cdf3c0e0a99378b18455a\" tg-width=\"630\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/></p></body></html>","source":"sina_tech","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>AMD称与蔚来达成合作，蔚来辟谣：没有的事</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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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\">\nAMD称与蔚来达成合作，蔚来辟谣：没有的事\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-08 19:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2022-06-08/doc-imizirau7257803.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月8日晚间消息，AMD中国6月6日发文称旗下EPYC系列处理器赋能蔚来汽车HPC平台。今日，蔚来企业传播高级总监马麟转发该微博并称与AMD没有合作，请AMD删除该微博。以下为原文内容：蔚来与AMD没有合作，目前也没有讨论开展合作，更没有授权AMD开展此传播。AMD此举非常令人遗憾。经过交涉，AMD仅删除了官网的消息，微博的营销活动仍然存在。请AMD删除该微博。</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2022-06-08/doc-imizirau7257803.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"09866":"蔚来-SW","AMD":"美国超微公司","NIO":"蔚来"},"source_url":"https://finance.sina.com.cn/tech/2022-06-08/doc-imizirau7257803.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129383638","content_text":"6月8日晚间消息，AMD中国6月6日发文称旗下EPYC系列处理器赋能蔚来汽车HPC平台。今日，蔚来企业传播高级总监马麟转发该微博并称与AMD没有合作，请AMD删除该微博。以下为原文内容：蔚来与AMD没有合作，目前也没有讨论开展合作，更没有授权AMD开展此传播。AMD此举非常令人遗憾。经过交涉，AMD仅删除了官网的消息，微博的营销活动仍然存在。请AMD删除该微博。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2878,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557177667919123","authorId":"3557177667919123","name":"riitxu","avatar":"https://static.tigerbbs.com/f73bd595f590046738b351514b06a4d5","crmLevel":6,"crmLevelSwitch":1,"idStr":"3557177667919123","authorIdStr":"3557177667919123"},"content":"看不懂中国字？这也能舔？","text":"看不懂中国字？这也能舔？","html":"看不懂中国字？这也能舔？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":971464196,"gmtCreate":1599034204315,"gmtModify":1704221132499,"author":{"id":"3490325909009608","authorId":"3490325909009608","name":"白衣剑客","avatar":"https://static.tigerbbs.com/6b23ab82eeeaf2188243eeb47b75496f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3490325909009608","authorIdStr":"3490325909009608"},"themes":[],"htmlText":"<a 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