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adfs
买美股不买中钙,买正股不买期权
IP属地:北京
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adfs
04-30
魔方,我要魔方 [开心]
adfs
03-22
$拼多多(PDD)$
这次拼多多财报好,展望好,跌成这样儿归根到底还因为是中概股,拼多多要是美国公司,现在市值早超6000亿了。
adfs
03-20
$拼多多(PDD)$
这次跌这么多充分说明两件事 1.股票涨跌和消息无关,财报再好展望再好也会跌,不需要理由,或者理由是韭菜进场了 2.中概股真的真的千万不要买,伤不起
adfs
03-20
$拼多多(PDD)$
财报这么好竟然只涨6%,玄幻啊
adfs
03-15
为啥没叫上amd?这是我不能理解的[开心]
英特尔、高通和谷歌计划在AI领域挑战英伟达
adfs
03-09
$英伟达(NVDA)$
昨晚英伟达大跌,如果计算盘中高点,到现在盘后差不多跌去12%从970跌到现在867,机构给出的理由是"疲惫"(一直涨,涨麻了)?或者换个解释,牛逼七姐妹别人都没涨,就你丫一直疯涨,太离谱了,拖下去揍一顿? 哈哈哈我绷不住了,确实够戏剧性,也够离谱,年度最好笑笑话[笑哭]
adfs
03-09
事前猪一样事后诸葛亮是吧?
Nvidia's stock heads for dramatic reverse lower not seen in over two years
adfs
03-09
$英伟达(NVDA)$
我的天,今天期权这是来回刷啊。刷了多头刷空头,涨跌都高过4%,太会玩了
adfs
03-08
$美国超微公司(AMD)$
我的天,末日期权玩这么嗨的吗?开盘一小时涨7%[财迷]
adfs
03-08
$拼多多(PDD)$
非农公布,失业率上升,普通劳动者更偏向买物美价廉的商品,所以temu使用人数增多?
adfs
03-05
今天这是要出大新闻啊,怎么除了偶尔几个股票涨,其它都在跌?英伟达,amd,英特尔,谷歌,拼多多,京东,我的天,都在跌 找到一个原因,很可能因为amd显卡禁售华国导致大家开始关心地缘因素 另一个因素是涨时间久了,回调一下
adfs
03-05
$拼多多(PDD)$
这一波是要和京东财报一起跌?是发财报了才能涨回去?
adfs
03-05
$博通(AVGO)$
财前竞猜,博通是做半导体有线和无线通信的公司,这一次第四季度的财报应该符合预期而不超过两倍预期,但同样做半导体的英伟达已经能够超出预期两倍多,对比之下有可能导致股价的下跌
adfs
03-05
$蔚来(NIO)$
蔚来四季度财报总结 财报部分收入171亿,预期167.9亿,超出预期,每股收益-2.81,预期每股收益-2.36,不及预期 展望部分,对于2024年第一季度,蔚来预计营收为105亿元至110.9亿元,低于市场预期的157.4亿元。预计交付量为31000至33000辆,同样不及市场预期的44035辆。 总结一下,收益增加但同时成本增加,且未来竞争加剧,关注一下今晚走势
adfs
03-04
$特斯拉(TSLA)$
国内电车已经陷入价格战,很多车厂都开始发力,如果特斯拉在新品上让大家感受不到新意,可能股价会继续往下探,持续关注一下
adfs
03-02
$台积电(TSM)$
mark一下,台积电每月8号左右会公布上月营收数据
adfs
03-02
$戴尔(DELL)$
戴尔财报超预期,涨超30%,首席执行官说客户对英伟达和amd显卡感兴趣,带动其涨超3%
adfs
03-01
$英伟达(NVDA)$
昨天amd涨9%,作为龙头老大,英伟达你不能落下啊,今天到现在,amd又涨到3%,英伟达只涨了1%,emmm表现并不是很好。 很难判断,持续跟踪一下开盘后的走势吧
adfs
03-01
前两天传言苹果十年造车放弃,今天高盛把苹果踢出确信名单(高增长股票名单),从1月24号算起一直到现在,苹果股票不是阴跌就是在阴跌的路上,和特斯拉可谓是难兄难弟了。 苹果股票未来走向何方,我将持续关注
adfs
03-01
果然经理的嗅觉都是敏锐的,自叹不如啊
英伟达股价飙涨后,华尔街开始疯狂掘金“AI”,哪些股票值得“抄作业”?
去老虎APP查看更多动态
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财报这么好竟然只涨6%,玄幻啊","text":"$拼多多(PDD)$ 财报这么好竟然只涨6%,玄幻啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286373233897760","isVote":1,"tweetType":1,"viewCount":959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284618669637912,"gmtCreate":1710492688195,"gmtModify":1710492691281,"author":{"id":"3502359484005925","authorId":"3502359484005925","name":"adfs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"为啥没叫上amd?这是我不能理解的[开心] ","listText":"为啥没叫上amd?这是我不能理解的[开心] ","text":"为啥没叫上amd?这是我不能理解的[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/284618669637912","repostId":"1165162763","repostType":2,"repost":{"id":"1165162763","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":1710424693,"share":"https://www.laohu8.com/m/news/1165162763?lang=&edition=full","pubTime":"2024-03-14 21:58","market":"us","language":"zh","title":"英特尔、高通和谷歌计划在AI领域挑战英伟达","url":"https://stock-news.laohu8.com/highlight/detail?id=1165162763","media":"老虎资讯综合","summary":"他们计划通过UXL基金会与英伟达在人工智能软件领域的主导地位作斗争。","content":"<html><head></head><body><p>周四,英伟达盘初跌幅近3%。市场消息:英特尔、高通和谷歌高管表示,他们计划通过UXL基金会与英伟达在人工智能软件领域的主导地位作斗争。同时,最近火爆的“英伟达概念股”SoundHound AI也在大幅高开后转跌。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea3303f16082f72e7037574686dcee88\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>UXL基金会</strong></p><p>统一加速基金会(Unified Acceleration Foundation,UXL)是一个跨行业的组织,旨在提供开放标准加速器编程模型,以简化高性能、跨平台应用的开发,成员包括Arm、富士通、Google Cloud、英特尔、高通和三星等。</p><p></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>英特尔、高通和谷歌计划在AI领域挑战英伟达</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英特尔、高通和谷歌计划在AI领域挑战英伟达\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\">2024-03-14 21:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四,英伟达盘初跌幅近3%。市场消息:英特尔、高通和谷歌高管表示,他们计划通过UXL基金会与英伟达在人工智能软件领域的主导地位作斗争。同时,最近火爆的“英伟达概念股”SoundHound AI也在大幅高开后转跌。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea3303f16082f72e7037574686dcee88\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>UXL基金会</strong></p><p>统一加速基金会(Unified Acceleration Foundation,UXL)是一个跨行业的组织,旨在提供开放标准加速器编程模型,以简化高性能、跨平台应用的开发,成员包括Arm、富士通、Google Cloud、英特尔、高通和三星等。</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/c1a66a0848209441148e554743be8483","relate_stocks":{"INTC":"英特尔","NVDA":"英伟达","QCOM":"高通","GOOG":"谷歌"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165162763","content_text":"周四,英伟达盘初跌幅近3%。市场消息:英特尔、高通和谷歌高管表示,他们计划通过UXL基金会与英伟达在人工智能软件领域的主导地位作斗争。同时,最近火爆的“英伟达概念股”SoundHound AI也在大幅高开后转跌。UXL基金会统一加速基金会(Unified Acceleration Foundation,UXL)是一个跨行业的组织,旨在提供开放标准加速器编程模型,以简化高性能、跨平台应用的开发,成员包括Arm、富士通、Google Cloud、英特尔、高通和三星等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282268661977168,"gmtCreate":1709941752783,"gmtModify":1709951511626,"author":{"id":"3502359484005925","authorId":"3502359484005925","name":"adfs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 昨晚英伟达大跌,如果计算盘中高点,到现在盘后差不多跌去12%从970跌到现在867,机构给出的理由是\"疲惫\"(一直涨,涨麻了)?或者换个解释,牛逼七姐妹别人都没涨,就你丫一直疯涨,太离谱了,拖下去揍一顿? 哈哈哈我绷不住了,确实够戏剧性,也够离谱,年度最好笑笑话[笑哭] ","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 昨晚英伟达大跌,如果计算盘中高点,到现在盘后差不多跌去12%从970跌到现在867,机构给出的理由是\"疲惫\"(一直涨,涨麻了)?或者换个解释,牛逼七姐妹别人都没涨,就你丫一直疯涨,太离谱了,拖下去揍一顿? 哈哈哈我绷不住了,确实够戏剧性,也够离谱,年度最好笑笑话[笑哭] ","text":"$英伟达(NVDA)$ 昨晚英伟达大跌,如果计算盘中高点,到现在盘后差不多跌去12%从970跌到现在867,机构给出的理由是\"疲惫\"(一直涨,涨麻了)?或者换个解释,牛逼七姐妹别人都没涨,就你丫一直疯涨,太离谱了,拖下去揍一顿? 哈哈哈我绷不住了,确实够戏剧性,也够离谱,年度最好笑笑话[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282268661977168","isVote":1,"tweetType":1,"viewCount":1473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282193117237368,"gmtCreate":1709923249213,"gmtModify":1709923251344,"author":{"id":"3502359484005925","authorId":"3502359484005925","name":"adfs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"事前猪一样事后诸葛亮是吧?","listText":"事前猪一样事后诸葛亮是吧?","text":"事前猪一样事后诸葛亮是吧?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282193117237368","repostId":"2418984110","repostType":2,"repost":{"id":"2418984110","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1709921280,"share":"https://www.laohu8.com/m/news/2418984110?lang=&edition=full","pubTime":"2024-03-09 02:08","market":"us","language":"en","title":"Nvidia's stock heads for dramatic reverse lower not seen in over two years","url":"https://stock-news.laohu8.com/highlight/detail?id=2418984110","media":"Dow Jones","summary":"'It's called exhaustion,' analyst says in wake of frenzied rally. Nvidia Corp.'s stock has been nearly invincible lately and initially seemed on track Friday to log its seventh session in a row of gains - before a dramatic reversal lower.The stock was up as much as 5.1% Friday morning, before sharply changing course to be down 3.9% in recent action. The last time Nvidia's stock was up at least 5% intraday but ended the session lower was Jan. 27, 2022, when it rose as much as 5.4% but finished off 3.6% according to Dow Jones Market Data.\"It's called exhaustion,\" Mizuho desk-based analyst Jordan Klein told MarketWatch in an email. Semiconductor stocks have been \"way overbought and when they start to fade, you see the quant machines sell and then retail worries and it just accelerates.\". He added that investors should keep in mind that Nvidia and other AI-winner stocks in the chip sector \"cannot trade up every single day,\" as they seemingly and unnaturally had been lately.","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Nvidia's stock heads for dramatic reverse lower not seen in over two years\n</p>\n<p>\n By Emily Bary \n</p>\n<p>\n 'It's called exhaustion,' analyst says in wake of frenzied rally \n</p>\n<p>\n Nvidia Corp.'s stock has been nearly invincible lately and initially seemed on track Friday to log its seventh session in a row of gains - before a dramatic reversal lower. \n</p>\n<p>\n The stock was up as much as 5.1% Friday morning, before sharply changing course to be down 3.9% in recent action. The last time Nvidia's stock <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> was up at least 5% intraday but ended the session lower was Jan. 27, 2022, when it rose as much as 5.4% but finished off 3.6% according to Dow Jones Market Data. \n</p>\n<p>\n \"It's called exhaustion,\" Mizuho desk-based analyst Jordan Klein told MarketWatch in an email. Semiconductor stocks have been \"way overbought and when they start to fade, you see the quant machines sell and then retail worries and it just accelerates.\" \n</p>\n<p>\n He added that investors should keep in mind that Nvidia and other AI-winner stocks in the chip sector \"cannot trade up every single day,\" as they seemingly and unnaturally had been lately. \n</p>\n<p>\n He had commented Thursday morning that the explosive positive momentum for Nvidia and some AI-linked semiconductor peers seemed \"a bit unhealthy\" and reminiscent of the frenzied tech-market mindset of 1999 and 2000. \n</p>\n<p>\n While shares of chip companies Broadcom Inc. <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> and Marvell Technology Inc. <a href=\"https://laohu8.com/S/MRVL\">$(MRVL)$</a> opened the session lower after their earnings reports last night showed pressure in segments unaffected by artificial intelligence, other chip stocks like Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>, and Super Micro Computer Inc. <a href=\"https://laohu8.com/S/SMCI\">$(SMCI)$</a> saw positive momentum shortly after the open. \n</p>\n<p>\n Don't miss: Broadcom earnings spotlight tech's growing AI 'dichotomy' \n</p>\n<p>\n But the broader chip sector moved lower midmorning, and only four members of the PHLX Semiconductor Index SOX - Allegro MicroSystems Inc. <a href=\"https://laohu8.com/S/ALGM\">$(ALGM)$</a>, <a href=\"https://laohu8.com/S/WOLF\">Wolfspeed Inc.</a> (WOLF), Coherent Corp. <a href=\"https://laohu8.com/S/COHR\">$(COHR)$</a> and Skyworks Solutions Inc. <a href=\"https://laohu8.com/S/SWKS\">$(SWKS)$</a> - were ahead in recent action. That index itself was down 3.0% in midday action. \n</p>\n<p>\n Nvidia had been responsible for roughly half of the S&P 500's SPX advance at its peak earlier Friday, according to FactSet data, but the index was down 0.4% in recent activity. The Nasdaq Composite Index was off 0.7%. \n</p>\n<p>\n -Emily Bary \n</p>\n<p>\n This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n March 08, 2024 13:08 ET (18:08 GMT)\n</p>\n<p>\n Copyright (c) 2024 Dow Jones & Company, Inc.\n</p>\n</font>","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's stock heads for dramatic reverse lower not seen in over two years</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's stock heads for dramatic reverse lower not seen in over two years\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-03-09 02:08</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Nvidia's stock heads for dramatic reverse lower not seen in over two years\n</p>\n<p>\n By Emily Bary \n</p>\n<p>\n 'It's called exhaustion,' analyst says in wake of frenzied rally \n</p>\n<p>\n Nvidia Corp.'s stock has been nearly invincible lately and initially seemed on track Friday to log its seventh session in a row of gains - before a dramatic reversal lower. \n</p>\n<p>\n The stock was up as much as 5.1% Friday morning, before sharply changing course to be down 3.9% in recent action. The last time Nvidia's stock <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> was up at least 5% intraday but ended the session lower was Jan. 27, 2022, when it rose as much as 5.4% but finished off 3.6% according to Dow Jones Market Data. \n</p>\n<p>\n \"It's called exhaustion,\" Mizuho desk-based analyst Jordan Klein told MarketWatch in an email. Semiconductor stocks have been \"way overbought and when they start to fade, you see the quant machines sell and then retail worries and it just accelerates.\" \n</p>\n<p>\n He added that investors should keep in mind that Nvidia and other AI-winner stocks in the chip sector \"cannot trade up every single day,\" as they seemingly and unnaturally had been lately. \n</p>\n<p>\n He had commented Thursday morning that the explosive positive momentum for Nvidia and some AI-linked semiconductor peers seemed \"a bit unhealthy\" and reminiscent of the frenzied tech-market mindset of 1999 and 2000. \n</p>\n<p>\n While shares of chip companies Broadcom Inc. <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> and Marvell Technology Inc. <a href=\"https://laohu8.com/S/MRVL\">$(MRVL)$</a> opened the session lower after their earnings reports last night showed pressure in segments unaffected by artificial intelligence, other chip stocks like Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>, and Super Micro Computer Inc. <a href=\"https://laohu8.com/S/SMCI\">$(SMCI)$</a> saw positive momentum shortly after the open. \n</p>\n<p>\n Don't miss: Broadcom earnings spotlight tech's growing AI 'dichotomy' \n</p>\n<p>\n But the broader chip sector moved lower midmorning, and only four members of the PHLX Semiconductor Index SOX - Allegro MicroSystems Inc. <a href=\"https://laohu8.com/S/ALGM\">$(ALGM)$</a>, <a href=\"https://laohu8.com/S/WOLF\">Wolfspeed Inc.</a> (WOLF), Coherent Corp. <a href=\"https://laohu8.com/S/COHR\">$(COHR)$</a> and Skyworks Solutions Inc. <a href=\"https://laohu8.com/S/SWKS\">$(SWKS)$</a> - were ahead in recent action. That index itself was down 3.0% in midday action. \n</p>\n<p>\n Nvidia had been responsible for roughly half of the S&P 500's SPX advance at its peak earlier Friday, according to FactSet data, but the index was down 0.4% in recent activity. The Nasdaq Composite Index was off 0.7%. \n</p>\n<p>\n -Emily Bary \n</p>\n<p>\n This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n March 08, 2024 13:08 ET (18:08 GMT)\n</p>\n<p>\n Copyright (c) 2024 Dow Jones & Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4157":"电子设备和仪器","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","ALGM":"Allegro MicroSystems, Inc.","BK4575":"芯片概念","LU1670710588.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC","BK4587":"ChatGPT概念","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0080751232.USD":"富达环球多元动力基金A","AMD.AU":"Arrow Minerals Ltd","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","SMCI":"超微电脑","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4579":"人工智能","LU0234572021.USD":"高盛美国核心股票组合Acc","NVDA":"英伟达","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","AMD":"美国超微公司","BK4588":"碎股","BK7504":"锂钴概念","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4573":"虚拟现实","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4581":"高盛持仓","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","SWKS":"思佳讯","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1548497426.USD":"安联环球人工智能AT Acc","BK4170":"电脑硬件、储存设备及电脑周边","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","WOLF":"Wolfspeed Inc.","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","COHR":"COHERENT","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","AVGO":"博通","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","MRVL":"迈威尔科技","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2418984110","content_text":"MW Nvidia's stock heads for dramatic reverse lower not seen in over two years\n\n\n By Emily Bary \n\n\n 'It's called exhaustion,' analyst says in wake of frenzied rally \n\n\n Nvidia Corp.'s stock has been nearly invincible lately and initially seemed on track Friday to log its seventh session in a row of gains - before a dramatic reversal lower. \n\n\n The stock was up as much as 5.1% Friday morning, before sharply changing course to be down 3.9% in recent action. The last time Nvidia's stock $(NVDA)$ was up at least 5% intraday but ended the session lower was Jan. 27, 2022, when it rose as much as 5.4% but finished off 3.6% according to Dow Jones Market Data. \n\n\n \"It's called exhaustion,\" Mizuho desk-based analyst Jordan Klein told MarketWatch in an email. Semiconductor stocks have been \"way overbought and when they start to fade, you see the quant machines sell and then retail worries and it just accelerates.\" \n\n\n He added that investors should keep in mind that Nvidia and other AI-winner stocks in the chip sector \"cannot trade up every single day,\" as they seemingly and unnaturally had been lately. \n\n\n He had commented Thursday morning that the explosive positive momentum for Nvidia and some AI-linked semiconductor peers seemed \"a bit unhealthy\" and reminiscent of the frenzied tech-market mindset of 1999 and 2000. \n\n\n While shares of chip companies Broadcom Inc. $(AVGO)$ and Marvell Technology Inc. $(MRVL)$ opened the session lower after their earnings reports last night showed pressure in segments unaffected by artificial intelligence, other chip stocks like Advanced Micro Devices Inc. $(AMD)$, and Super Micro Computer Inc. $(SMCI)$ saw positive momentum shortly after the open. \n\n\n Don't miss: Broadcom earnings spotlight tech's growing AI 'dichotomy' \n\n\n But the broader chip sector moved lower midmorning, and only four members of the PHLX Semiconductor Index SOX - Allegro MicroSystems Inc. $(ALGM)$, Wolfspeed Inc. (WOLF), Coherent Corp. $(COHR)$ and Skyworks Solutions Inc. $(SWKS)$ - were ahead in recent action. That index itself was down 3.0% in midday action. \n\n\n Nvidia had been responsible for roughly half of the S&P 500's SPX advance at its peak earlier Friday, according to FactSet data, but the index was down 0.4% in recent activity. The Nasdaq Composite Index was off 0.7%. \n\n\n -Emily Bary \n\n\n This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n (END) Dow Jones Newswires\n\n\n March 08, 2024 13:08 ET (18:08 GMT)\n\n\n Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282163517599976,"gmtCreate":1709915964133,"gmtModify":1709915966176,"author":{"id":"3502359484005925","authorId":"3502359484005925","name":"adfs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 我的天,今天期权这是来回刷啊。刷了多头刷空头,涨跌都高过4%,太会玩了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 我的天,今天期权这是来回刷啊。刷了多头刷空头,涨跌都高过4%,太会玩了","text":"$英伟达(NVDA)$ 我的天,今天期权这是来回刷啊。刷了多头刷空头,涨跌都高过4%,太会玩了","images":[{"img":"https://static.tigerbbs.com/4e967ebc3de8f64cb4a2e0950b0d4e69","width":"373","height":"622"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/282163517599976","isVote":1,"tweetType":1,"viewCount":2746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":282147570610384,"gmtCreate":1709912193931,"gmtModify":1709912195348,"author":{"id":"3502359484005925","authorId":"3502359484005925","name":"adfs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 我的天,末日期权玩这么嗨的吗?开盘一小时涨7%[财迷] ","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 我的天,末日期权玩这么嗨的吗?开盘一小时涨7%[财迷] ","text":"$美国超微公司(AMD)$ 我的天,末日期权玩这么嗨的吗?开盘一小时涨7%[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/282147570610384","isVote":1,"tweetType":1,"viewCount":1814,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3502359484005925","authorId":"3502359484005925","name":"adfs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"content":"为啥没空呢?我大空军跑哪儿去了?唉,看来没英伟达有意思。","text":"为啥没空呢?我大空军跑哪儿去了?唉,看来没英伟达有意思。","html":"为啥没空呢?我大空军跑哪儿去了?唉,看来没英伟达有意思。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282121790136592,"gmtCreate":1709905778752,"gmtModify":1709905780125,"author":{"id":"3502359484005925","authorId":"3502359484005925","name":"adfs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 非农公布,失业率上升,普通劳动者更偏向买物美价廉的商品,所以temu使用人数增多?","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 非农公布,失业率上升,普通劳动者更偏向买物美价廉的商品,所以temu使用人数增多?","text":"$拼多多(PDD)$ 非农公布,失业率上升,普通劳动者更偏向买物美价廉的商品,所以temu使用人数增多?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/282121790136592","isVote":1,"tweetType":1,"viewCount":1757,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3502359484005925","authorId":"3502359484005925","name":"adfs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"content":"事实证明,数据和中钙没半毛钱关系,拼多多该跌还跌,到现在已跌到2%","text":"事实证明,数据和中钙没半毛钱关系,拼多多该跌还跌,到现在已跌到2%","html":"事实证明,数据和中钙没半毛钱关系,拼多多该跌还跌,到现在已跌到2%"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281077117649144,"gmtCreate":1709652862917,"gmtModify":1709653952058,"author":{"id":"3502359484005925","authorId":"3502359484005925","name":"adfs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"今天这是要出大新闻啊,怎么除了偶尔几个股票涨,其它都在跌?英伟达,amd,英特尔,谷歌,拼多多,京东,我的天,都在跌 找到一个原因,很可能因为amd显卡禁售华国导致大家开始关心地缘因素 另一个因素是涨时间久了,回调一下","listText":"今天这是要出大新闻啊,怎么除了偶尔几个股票涨,其它都在跌?英伟达,amd,英特尔,谷歌,拼多多,京东,我的天,都在跌 找到一个原因,很可能因为amd显卡禁售华国导致大家开始关心地缘因素 另一个因素是涨时间久了,回调一下","text":"今天这是要出大新闻啊,怎么除了偶尔几个股票涨,其它都在跌?英伟达,amd,英特尔,谷歌,拼多多,京东,我的天,都在跌 找到一个原因,很可能因为amd显卡禁售华国导致大家开始关心地缘因素 另一个因素是涨时间久了,回调一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281077117649144","isVote":1,"tweetType":1,"viewCount":625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281063479591120,"gmtCreate":1709649597284,"gmtModify":1709649904569,"author":{"id":"3502359484005925","authorId":"3502359484005925","name":"adfs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 这一波是要和京东财报一起跌?是发财报了才能涨回去?","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 这一波是要和京东财报一起跌?是发财报了才能涨回去?","text":"$拼多多(PDD)$ 这一波是要和京东财报一起跌?是发财报了才能涨回去?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281063479591120","isVote":1,"tweetType":1,"viewCount":1649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281038021501208,"gmtCreate":1709643319482,"gmtModify":1709643321218,"author":{"id":"3502359484005925","authorId":"3502359484005925","name":"adfs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a> 财前竞猜,博通是做半导体有线和无线通信的公司,这一次第四季度的财报应该符合预期而不超过两倍预期,但同样做半导体的英伟达已经能够超出预期两倍多,对比之下有可能导致股价的下跌","listText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a> 财前竞猜,博通是做半导体有线和无线通信的公司,这一次第四季度的财报应该符合预期而不超过两倍预期,但同样做半导体的英伟达已经能够超出预期两倍多,对比之下有可能导致股价的下跌","text":"$博通(AVGO)$ 财前竞猜,博通是做半导体有线和无线通信的公司,这一次第四季度的财报应该符合预期而不超过两倍预期,但同样做半导体的英伟达已经能够超出预期两倍多,对比之下有可能导致股价的下跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/281038021501208","isVote":1,"tweetType":1,"viewCount":2124,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3502359484005925","authorId":"3502359484005925","name":"adfs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"content":"博通主要提供的是ai的网络通信组件,所以属于ai\"卖铲人\",整个财报中半导体销售额不及预期,软件销售覆盖了这部分损失才导致最终符合预期,所以财报整体感觉一般,而因为收购了vmware近期要对其重组,所以不发季度预测数据,这个操作让我不是很看好,因此这个股票我观望","text":"博通主要提供的是ai的网络通信组件,所以属于ai\"卖铲人\",整个财报中半导体销售额不及预期,软件销售覆盖了这部分损失才导致最终符合预期,所以财报整体感觉一般,而因为收购了vmware近期要对其重组,所以不发季度预测数据,这个操作让我不是很看好,因此这个股票我观望","html":"博通主要提供的是ai的网络通信组件,所以属于ai\"卖铲人\",整个财报中半导体销售额不及预期,软件销售覆盖了这部分损失才导致最终符合预期,所以财报整体感觉一般,而因为收购了vmware近期要对其重组,所以不发季度预测数据,这个操作让我不是很看好,因此这个股票我观望"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281028930220280,"gmtCreate":1709641098407,"gmtModify":1709641100725,"author":{"id":"3502359484005925","authorId":"3502359484005925","name":"adfs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 蔚来四季度财报总结 财报部分收入171亿,预期167.9亿,超出预期,每股收益-2.81,预期每股收益-2.36,不及预期 展望部分,对于2024年第一季度,蔚来预计营收为105亿元至110.9亿元,低于市场预期的157.4亿元。预计交付量为31000至33000辆,同样不及市场预期的44035辆。 总结一下,收益增加但同时成本增加,且未来竞争加剧,关注一下今晚走势","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 蔚来四季度财报总结 财报部分收入171亿,预期167.9亿,超出预期,每股收益-2.81,预期每股收益-2.36,不及预期 展望部分,对于2024年第一季度,蔚来预计营收为105亿元至110.9亿元,低于市场预期的157.4亿元。预计交付量为31000至33000辆,同样不及市场预期的44035辆。 总结一下,收益增加但同时成本增加,且未来竞争加剧,关注一下今晚走势","text":"$蔚来(NIO)$ 蔚来四季度财报总结 财报部分收入171亿,预期167.9亿,超出预期,每股收益-2.81,预期每股收益-2.36,不及预期 展望部分,对于2024年第一季度,蔚来预计营收为105亿元至110.9亿元,低于市场预期的157.4亿元。预计交付量为31000至33000辆,同样不及市场预期的44035辆。 总结一下,收益增加但同时成本增加,且未来竞争加剧,关注一下今晚走势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/281028930220280","isVote":1,"tweetType":1,"viewCount":1495,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3502359484005925","authorId":"3502359484005925","name":"adfs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"content":"关键还做手机你敢信?!手机现在都红海,苹果都恨不得退出来,你现在进去确定不是自寻死路?关键还死贵,你确定能卖出去?惊了 [笑哭]","text":"关键还做手机你敢信?!手机现在都红海,苹果都恨不得退出来,你现在进去确定不是自寻死路?关键还死贵,你确定能卖出去?惊了 [笑哭]","html":"关键还做手机你敢信?!手机现在都红海,苹果都恨不得退出来,你现在进去确定不是自寻死路?关键还死贵,你确定能卖出去?惊了 [笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280648730530096,"gmtCreate":1709546840358,"gmtModify":1709546843990,"author":{"id":"3502359484005925","authorId":"3502359484005925","name":"adfs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 国内电车已经陷入价格战,很多车厂都开始发力,如果特斯拉在新品上让大家感受不到新意,可能股价会继续往下探,持续关注一下","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 国内电车已经陷入价格战,很多车厂都开始发力,如果特斯拉在新品上让大家感受不到新意,可能股价会继续往下探,持续关注一下","text":"$特斯拉(TSLA)$ 国内电车已经陷入价格战,很多车厂都开始发力,如果特斯拉在新品上让大家感受不到新意,可能股价会继续往下探,持续关注一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/280648730530096","isVote":1,"tweetType":1,"viewCount":1006,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3502359484005925","authorId":"3502359484005925","name":"adfs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"content":"从4号发稿到现在5号盘前,跌幅将近10%,我的天","text":"从4号发稿到现在5号盘前,跌幅将近10%,我的天","html":"从4号发稿到现在5号盘前,跌幅将近10%,我的天"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":279840785441048,"gmtCreate":1709341981802,"gmtModify":1709341983029,"author":{"id":"3502359484005925","authorId":"3502359484005925","name":"adfs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a> mark一下,台积电每月8号左右会公布上月营收数据","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a> mark一下,台积电每月8号左右会公布上月营收数据","text":"$台积电(TSM)$ mark一下,台积电每月8号左右会公布上月营收数据","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/279840785441048","isVote":1,"tweetType":1,"viewCount":5967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":279832847274216,"gmtCreate":1709340118503,"gmtModify":1709521332465,"author":{"id":"3502359484005925","authorId":"3502359484005925","name":"adfs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$ </a> 戴尔财报超预期,涨超30%,首席执行官说客户对英伟达和amd显卡感兴趣,带动其涨超3%","listText":"<a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$ </a> 戴尔财报超预期,涨超30%,首席执行官说客户对英伟达和amd显卡感兴趣,带动其涨超3%","text":"$戴尔(DELL)$ 戴尔财报超预期,涨超30%,首席执行官说客户对英伟达和amd显卡感兴趣,带动其涨超3%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/279832847274216","isVote":1,"tweetType":1,"viewCount":1202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":279680859246824,"gmtCreate":1709303012051,"gmtModify":1709303013563,"author":{"id":"3502359484005925","authorId":"3502359484005925","name":"adfs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 昨天amd涨9%,作为龙头老大,英伟达你不能落下啊,今天到现在,amd又涨到3%,英伟达只涨了1%,emmm表现并不是很好。 很难判断,持续跟踪一下开盘后的走势吧","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 昨天amd涨9%,作为龙头老大,英伟达你不能落下啊,今天到现在,amd又涨到3%,英伟达只涨了1%,emmm表现并不是很好。 很难判断,持续跟踪一下开盘后的走势吧","text":"$英伟达(NVDA)$ 昨天amd涨9%,作为龙头老大,英伟达你不能落下啊,今天到现在,amd又涨到3%,英伟达只涨了1%,emmm表现并不是很好。 很难判断,持续跟踪一下开盘后的走势吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/279680859246824","isVote":1,"tweetType":1,"viewCount":1171,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3502359484005925","authorId":"3502359484005925","name":"adfs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"content":"关键问题是这两天英伟达不是给笔记本新上了ai显卡吗?这种走势感觉对不起这个消息啊","text":"关键问题是这两天英伟达不是给笔记本新上了ai显卡吗?这种走势感觉对不起这个消息啊","html":"关键问题是这两天英伟达不是给笔记本新上了ai显卡吗?这种走势感觉对不起这个消息啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":279680375845072,"gmtCreate":1709302759283,"gmtModify":1709302761869,"author":{"id":"3502359484005925","authorId":"3502359484005925","name":"adfs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"前两天传言苹果十年造车放弃,今天高盛把苹果踢出确信名单(高增长股票名单),从1月24号算起一直到现在,苹果股票不是阴跌就是在阴跌的路上,和特斯拉可谓是难兄难弟了。 苹果股票未来走向何方,我将持续关注","listText":"前两天传言苹果十年造车放弃,今天高盛把苹果踢出确信名单(高增长股票名单),从1月24号算起一直到现在,苹果股票不是阴跌就是在阴跌的路上,和特斯拉可谓是难兄难弟了。 苹果股票未来走向何方,我将持续关注","text":"前两天传言苹果十年造车放弃,今天高盛把苹果踢出确信名单(高增长股票名单),从1月24号算起一直到现在,苹果股票不是阴跌就是在阴跌的路上,和特斯拉可谓是难兄难弟了。 苹果股票未来走向何方,我将持续关注","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/279680375845072","isVote":1,"tweetType":1,"viewCount":1182,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3502359484005925","authorId":"3502359484005925","name":"adfs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"content":"3月1号发稿到现在5号盘前,苹果跌超4%","text":"3月1号发稿到现在5号盘前,苹果跌超4%","html":"3月1号发稿到现在5号盘前,苹果跌超4%"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":279631686783184,"gmtCreate":1709290872305,"gmtModify":1709290874213,"author":{"id":"3502359484005925","authorId":"3502359484005925","name":"adfs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"果然经理的嗅觉都是敏锐的,自叹不如啊","listText":"果然经理的嗅觉都是敏锐的,自叹不如啊","text":"果然经理的嗅觉都是敏锐的,自叹不如啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/279631686783184","repostId":"2416693234","repostType":2,"repost":{"id":"2416693234","pubTimestamp":1709291130,"share":"https://www.laohu8.com/m/news/2416693234?lang=&edition=full","pubTime":"2024-03-01 19:05","market":"us","language":"zh","title":"英伟达股价飙涨后,华尔街开始疯狂掘金“AI”,哪些股票值得“抄作业”?","url":"https://stock-news.laohu8.com/highlight/detail?id=2416693234","media":"格隆汇","summary":"2024 ,人工智能投资年","content":"<html><head></head><body><blockquote><p>2024 ,人工智能投资年</p></blockquote><p>今年<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价令人震惊的反弹开始引发华尔街对其他投资AI技术公司的搜寻,基金经理们正争先恐后地从股市对人工智能的兴趣中获利。</p><p><strong>分析师普遍认为2024 年是“人工智能投资年”</strong></p><p>Nvidia 的芯片是人工智能行业的黄金标准,继2023年翻了三倍之后,今年该公司的股价上涨了约 60%。此次上涨已将其市值推至约2万亿美元,使其成为按市值计算的美国第三大公司——仅次于<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>。</p><p>它还促使华尔街寻找其他专注于人工智能的公司,希望能抓住大动作。无论投资者是着眼于更广泛的芯片行业,还是押注于价值链其他方向的公司,<strong>他们都同意一个观点:人工智能将继续存在。</strong></p><p>“这不是一时的狂热,”F/m Investments大型股集中基金高级投资组合经理Francisco Bido表示,“有太多……公司可以很好地利用这项技术来提高他们的收入和利润。”</p><p>对人工智能的狂热推动纳斯达克综合指数在周四创下历史新高,而标准普尔500指数也创下了最新纪录,今年这两个指数均上涨约7%。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>近期表示,英伟达第四季度电话会议中对人工智能的提及达到了新高。该行分析师估计,<strong>如果人工智能技术在未来十年得到广泛采用,可以为美国生产力增长带来 1.5 个百分点的增长。</strong></p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>对各大机构首席信息官的调查得出的建议是,<strong>2024 年是“人工智能投资年”</strong>,该银行在本周的一份报告中表示,首席信息官们首次将人工智能/机器学习列为他们的首要任务。</p><p><strong>机构选择持仓哪些AI相关股票?</strong></p><p>虽然英伟达股价来到了一个高位,许多有机构仍然热衷于继续持有英伟达的大头寸。</p><p>投资组合经理Zehrid Osmani表示,Martin Currie US Unconstrained Fund 的近10%资产(该基金允许持有一只股票的最高资产)为英伟达。他相信该公司将保持竞争优势,因为它在研发方面的支出比竞争对手更多。</p><p>与此同时,也有机构转战到英伟达之外的其它人工智能相关股票。</p><p>Bido的基金则保留了Nvidia的大量股份,但也在涉足其他人工智能公司,包括竞争对手芯片制造商 Advanced Micro Devices 和 MongoDB,随着人工智能准备改变数据基础设施需求,这些公司的数据库产品可能会有很大需求。</p><p>与英伟达和其他一些最近引起市场关注的人工智能公司相比,这些股票的涨幅虽然不那么明显,但仍大幅上涨。例如,今年迄今为止,AMD股价上涨了 30%,而Mongo股价则上涨了9%,尽管两家公司的股价去年都翻了一番。</p><p>相比之下,AI热门股票中服务器组件供应商<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>(SMCI)和芯片设计商ARM控股的股价在2024年分别上涨了约200%和90%,其中,SMCI的股价在2023年增长了两倍。</p><p>Spear Invest创始人兼首席投资官Ivana Delevska表示,英伟达仍然是<a href=\"https://laohu8.com/S/SPRX\">Spear Alpha ETF</a>中最大的持股,但该交易所基金经理还试图通过持有网络安全专家Zscaler的股票来对冲与人工智能相关的日益增长的网络安全需求的风险。与此同时,该基金在<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>的头寸寻求从数据基础设施的需求中获利。</p><p>Baker Avenue Wealth Management首席策略师King Lip表示,随着英伟达股价上涨,贝克大道财富管理公司削减了该公司的持股,以使其不会在客户投资组合中占据太大的地位。</p><p><strong>但该公司最近开始在英伟达的主要供应商<a href=\"https://laohu8.com/S/TSM\">台积电</a>中建仓。</strong></p><blockquote><p>“如果你仍然想接触人工智能,但可能对英伟达的股价有点不安,我认为台积电是一个明智的选择”。</p></blockquote><p>Research Affiliates股票首席投资官Que Nguyen正在寻找能够从人工智能中受益的估值合理的半导体公司。其中包括为半导体行业提供设备的泛林研究公司(Lam Research Corp)和生产存储芯片和数据存储的<a href=\"https://laohu8.com/S/MU\">美光科技</a>公司(Micron Technology)。他认为,大型语言模型不仅仅是处理,还需要存储。</p><p>今年迄今为止,Lam Research股价已上涨约20%,而美光科技则上涨了6%。</p></body></html>","source":"gelonghui_highlight","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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,人工智能投资年今年英伟达股价令人震惊的反弹开始引发华尔街对其他投资AI技术公司的搜寻,基金经理们正争先恐后地从股市对人工智能的兴趣中获利。分析师普遍认为2024 年是“人工智能投资年”Nvidia 的芯片是人工智能行业的黄金标准,继2023年翻了三倍之后,今年该公司的股价上涨了约 60%。此次上涨已将其市值推至约2万亿美元,使其成为按市值计算的美国第三大公司——仅次于微软和苹果。它还...</p>\n\n<a href=\"https://www.gelonghui.com/p/699374\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/157f008b78b55ec7b4f095427e30d1ad","relate_stocks":{"ZS":"Zscaler Inc.","SMCI":"超微电脑","NVDA":"英伟达","SNOW":"Snowflake","AMD":"美国超微公司","ARM":"ARM Holdings Ltd"},"source_url":"https://www.gelonghui.com/p/699374","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2416693234","content_text":"2024 ,人工智能投资年今年英伟达股价令人震惊的反弹开始引发华尔街对其他投资AI技术公司的搜寻,基金经理们正争先恐后地从股市对人工智能的兴趣中获利。分析师普遍认为2024 年是“人工智能投资年”Nvidia 的芯片是人工智能行业的黄金标准,继2023年翻了三倍之后,今年该公司的股价上涨了约 60%。此次上涨已将其市值推至约2万亿美元,使其成为按市值计算的美国第三大公司——仅次于微软和苹果。它还促使华尔街寻找其他专注于人工智能的公司,希望能抓住大动作。无论投资者是着眼于更广泛的芯片行业,还是押注于价值链其他方向的公司,他们都同意一个观点:人工智能将继续存在。“这不是一时的狂热,”F/m Investments大型股集中基金高级投资组合经理Francisco Bido表示,“有太多……公司可以很好地利用这项技术来提高他们的收入和利润。”对人工智能的狂热推动纳斯达克综合指数在周四创下历史新高,而标准普尔500指数也创下了最新纪录,今年这两个指数均上涨约7%。高盛近期表示,英伟达第四季度电话会议中对人工智能的提及达到了新高。该行分析师估计,如果人工智能技术在未来十年得到广泛采用,可以为美国生产力增长带来 1.5 个百分点的增长。摩根士丹利对各大机构首席信息官的调查得出的建议是,2024 年是“人工智能投资年”,该银行在本周的一份报告中表示,首席信息官们首次将人工智能/机器学习列为他们的首要任务。机构选择持仓哪些AI相关股票?虽然英伟达股价来到了一个高位,许多有机构仍然热衷于继续持有英伟达的大头寸。投资组合经理Zehrid Osmani表示,Martin Currie US Unconstrained Fund 的近10%资产(该基金允许持有一只股票的最高资产)为英伟达。他相信该公司将保持竞争优势,因为它在研发方面的支出比竞争对手更多。与此同时,也有机构转战到英伟达之外的其它人工智能相关股票。Bido的基金则保留了Nvidia的大量股份,但也在涉足其他人工智能公司,包括竞争对手芯片制造商 Advanced Micro Devices 和 MongoDB,随着人工智能准备改变数据基础设施需求,这些公司的数据库产品可能会有很大需求。与英伟达和其他一些最近引起市场关注的人工智能公司相比,这些股票的涨幅虽然不那么明显,但仍大幅上涨。例如,今年迄今为止,AMD股价上涨了 30%,而Mongo股价则上涨了9%,尽管两家公司的股价去年都翻了一番。相比之下,AI热门股票中服务器组件供应商超微电脑(SMCI)和芯片设计商ARM控股的股价在2024年分别上涨了约200%和90%,其中,SMCI的股价在2023年增长了两倍。Spear Invest创始人兼首席投资官Ivana Delevska表示,英伟达仍然是Spear Alpha ETF中最大的持股,但该交易所基金经理还试图通过持有网络安全专家Zscaler的股票来对冲与人工智能相关的日益增长的网络安全需求的风险。与此同时,该基金在Snowflake的头寸寻求从数据基础设施的需求中获利。Baker Avenue Wealth Management首席策略师King Lip表示,随着英伟达股价上涨,贝克大道财富管理公司削减了该公司的持股,以使其不会在客户投资组合中占据太大的地位。但该公司最近开始在英伟达的主要供应商台积电中建仓。“如果你仍然想接触人工智能,但可能对英伟达的股价有点不安,我认为台积电是一个明智的选择”。Research Affiliates股票首席投资官Que Nguyen正在寻找能够从人工智能中受益的估值合理的半导体公司。其中包括为半导体行业提供设备的泛林研究公司(Lam Research Corp)和生产存储芯片和数据存储的美光科技公司(Micron Technology)。他认为,大型语言模型不仅仅是处理,还需要存储。今年迄今为止,Lam Research股价已上涨约20%,而美光科技则上涨了6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":358668214,"gmtCreate":1616685660538,"gmtModify":1616690275773,"author":{"id":"3502359484005925","authorId":"3502359484005925","name":"adfs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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