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财运小七

财运小七

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IP属地：中国香港

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07-13

自己出完货了在这里bb

AI业务缺乏增长动力！瑞银下调特斯拉评级至卖出

07-08

出货完了就在bb

华尔街罕见一幕！英伟达评级突遭下调

05-29

2024.05.29 复盘笔记 by 财运小七

2024-05-29 成本现价浮动收益英伟达(NVDA) 292.41 1,150.00 +293.28% 为什么我拿得住，因为这只股票相当于利弗莫尔手里的伯利恒钢铁

2024.05.29 复盘笔记 by 财运小七

05-29

2024.05.29 复盘笔记 by 财运小七

2024-05-29 成本现价浮动收益 Unity Software Inc.(U) 33.77 19.06 -43.56% 因为相信，所有掉坑[流泪]

2024.05.29 复盘笔记 by 财运小七

2023-06-13

好

木头姐重仓这四只AI股，看高特斯拉涨750%

2021-10-23

$GitLab, Inc.(GTLB)$我感觉这个市销率实在是太贵了。。。。

2021-04-29

$Yalla Group(YALA)$回去吃屎

2021-03-03

$Yalla Group(YALA)$这股太骚了，总是盘前高开，盘位砸盘[无语]

2021-03-03

$Zoom(ZM)$这么好的财报，跌成走成这个样子。我只能说，美股真的变狗了

2021-02-26

这篇文章说了啥？

抱歉，原内容已删除

2021-02-25

$Yalla Group(YALA)$狗庄，你尽管使劲洗盘

2021-02-23

我很怀念特朗普[无语] [无语] [无语]

抱歉，原内容已删除

2021-02-23

$Yalla Group(YALA)$哀鸿遍野[捂脸]

2021-02-22

$Yalla Group(YALA)$已抄底，立贴为证，60见[可爱]

2021-02-19

$信也科技(FINV)$狗庄要跑路咯

2021-02-19

$Yalla Group(YALA)$真是万万没想到啊

2021-02-19

$Yalla Group(YALA)$全部阵亡了吧[无语]

2021-02-18

$Yalla Group(YALA)$哎，太惨了

2021-02-17

$信也科技(FINV)$这个股也是让人无语，最低1块2，现在8快，基本面其实没一点变化，就看机构炒不炒[白眼]

2021-02-12

$Yalla Group(YALA)$今日操作策略，高开卖出，回落6个点之后全仓买进[微笑]

去老虎APP查看更多动态

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15:00","market":"us","language":"zh","title":"AI业务缺乏增长动力！瑞银下调特斯拉评级至卖出","url":"https://stock-news.laohu8.com/highlight/detail?id=1177468043","media":"老虎资讯综合","summary":"7月12日，$瑞银(UBS)$将$特斯拉(TSLA)$评级下调至卖出，目标价197美元。","content":"<html><head></head><body><p>7月12日，<a href=\"https://laohu8.com/S/UBS\">瑞银</a>因担忧<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价因AI预期过高，将其评级从“中性”下调至“卖出”。尽管特斯拉股票因AI热潮飙升，但投资者需警惕潜在的回调风险。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58a461df4f388c3300ad207a82e57800\" title=\"\" tg-width=\"613\" 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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>AI业务缺乏增长动力！瑞银下调特斯拉评级至卖出</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\">\nAI业务缺乏增长动力！瑞银下调特斯拉评级至卖出\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\">2024-07-12 15:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月12日，<a href=\"https://laohu8.com/S/UBS\">瑞银</a>因担忧<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价因AI预期过高，将其评级从“中性”下调至“卖出”。尽管特斯拉股票因AI热潮飙升，但投资者需警惕潜在的回调风险。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58a461df4f388c3300ad207a82e57800\" title=\"\" tg-width=\"613\" tg-height=\"681\"/></p><p>瑞银最新研报下调了特斯拉的股票评级，原因是担心特斯拉的股价因对其人工智能计划的乐观情绪而“涨得过快”。</p><p>约瑟夫·斯帕克等分析师在一份报告中写道：“如果市场对人工智能的热情减退，这可能会影响特斯拉的股价”。他们将特斯拉的评级从“中性”下调至“卖出”。</p><p>他们写道，“考虑到缺乏可见性，以及增长机会在更长的时间跨度内实现（或根本不实现）的风险”。下调评级是合理的，并指出该股的一年期远期收益预期超过80倍。</p><p>瑞银此举反映了市场对与人工智能技术相关的公司估值越来越高的担忧，隔夜大型科技股的大跌就证明了这一点。特斯拉也面临着电动汽车前景黯淡、销售和利润下滑的问题。</p><p>特斯拉是标准普尔500指数中最昂贵的十只股票之一，远远超过了其他巨型科技股。在周四暴跌8.4%之前，特斯拉股价截至周三已飙升44%，连续11天上涨，投资者押注其亿万富翁创始人埃隆·马斯克能将公司转型为人工智能巨头。</p><p>瑞银分析师写道，最近由于AI热情，投资者对特斯拉各种计划的溢价增加了，“要维持买入评级，需要看到更大的机会。”</p><p>特斯拉上一次股价上涨是由于收入以两位数的速度增长。除了销售低迷和竞争加剧之外，特斯拉还将其备受期待的自动驾驶机器人出租车计划从8月份推迟到了10月份，这也令投资者感到震惊。</p><p>瑞银分析师将特斯拉12个月的目标股价从147美元上调至197美元，这意味着特斯拉股价较周四收盘价下跌了18%，他们采用了比之前更高的市盈率来得出新的目标。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ec385a165022476f113c521b6e24a43\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1548497426.USD":"安联环球人工智能AT Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","TSLA":"特斯拉","BK4581":"高盛持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4548":"巴美列捷福持仓","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS 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USD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177468043","content_text":"7月12日，瑞银因担忧特斯拉股价因AI预期过高，将其评级从“中性”下调至“卖出”。尽管特斯拉股票因AI热潮飙升，但投资者需警惕潜在的回调风险。瑞银最新研报下调了特斯拉的股票评级，原因是担心特斯拉的股价因对其人工智能计划的乐观情绪而“涨得过快”。约瑟夫·斯帕克等分析师在一份报告中写道：“如果市场对人工智能的热情减退，这可能会影响特斯拉的股价”。他们将特斯拉的评级从“中性”下调至“卖出”。他们写道，“考虑到缺乏可见性，以及增长机会在更长的时间跨度内实现（或根本不实现）的风险”。下调评级是合理的，并指出该股的一年期远期收益预期超过80倍。瑞银此举反映了市场对与人工智能技术相关的公司估值越来越高的担忧，隔夜大型科技股的大跌就证明了这一点。特斯拉也面临着电动汽车前景黯淡、销售和利润下滑的问题。特斯拉是标准普尔500指数中最昂贵的十只股票之一，远远超过了其他巨型科技股。在周四暴跌8.4%之前，特斯拉股价截至周三已飙升44%，连续11天上涨，投资者押注其亿万富翁创始人埃隆·马斯克能将公司转型为人工智能巨头。瑞银分析师写道，最近由于AI热情，投资者对特斯拉各种计划的溢价增加了，“要维持买入评级，需要看到更大的机会。”特斯拉上一次股价上涨是由于收入以两位数的速度增长。除了销售低迷和竞争加剧之外，特斯拉还将其备受期待的自动驾驶机器人出租车计划从8月份推迟到了10月份，这也令投资者感到震惊。瑞银分析师将特斯拉12个月的目标股价从147美元上调至197美元，这意味着特斯拉股价较周四收盘价下跌了18%，他们采用了比之前更高的市盈率来得出新的目标。","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325300349182232,"gmtCreate":1720448163384,"gmtModify":1720448165276,"author":{"id":"3513134411622159","authorId":"3513134411622159","name":"财运小七","avatar":"https://static.tigerbbs.com/741f4464915dc5b49c10214501409269","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"出货完了就在bb","listText":"出货完了就在bb","text":"出货完了就在bb","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325300349182232","repostId":"1157275709","repostType":2,"repost":{"id":"1157275709","pubTimestamp":1720417299,"share":"https://www.laohu8.com/m/news/1157275709?lang=&edition=full","pubTime":"2024-07-08 13:41","market":"us","language":"zh","title":"华尔街罕见一幕！英伟达评级突遭下调","url":"https://stock-news.laohu8.com/highlight/detail?id=1157275709","media":"金十数据","summary":"一则报告令$英伟达$市值单日蒸发603亿美元，分析师警告目前上涨空间有限。上周五，华尔街有分析师罕见地下调了英伟达的股票评级。英伟达当日尾盘突然跳水，截至收盘，股价大跌近2%，总市值单日蒸发603亿美元。","content":"<html><head></head><body><blockquote><p>一则报告令<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>市值单日蒸发603亿美元，分析师警告目前上涨空间有限。</p></blockquote><p style=\"text-align: justify;\">上周五，华尔街有分析师罕见地下调了英伟达（NVDA）的股票评级。</p><p style=\"text-align: justify;\">New Street Research分析师皮埃尔-费拉古（Pierre Ferragu）在上周五的一份报告中将这家人工智能巨头的股票评级从“买入”下调至“中性”，认为该股的价格似乎已经“充分体现估值” 。</p><p style=\"text-align: justify;\">英伟达当日尾盘突然跳水，截至收盘，股价大跌近2%，总市值单日蒸发603亿美元（约合人民币4400亿元）。</p><p style=\"text-align: justify;\">不过，费拉古并不是说看跌该股，他只是没有最近那么看涨，也没有华尔街其他很多人那么乐观。</p><p style=\"text-align: justify;\">这位分析师将<strong>该公司对英伟达股票一年期和两年期的目标价分别定为135美元和143美元</strong>，与当前水平相比，意味着该股分别有6%和12%的潜在上涨空间。</p><p style=\"text-align: justify;\">费拉古说：“根据我们从价值链中听到的消息，我们认为其进一步的上升空间有限。我们今天将该股评级下调至‘中性’，因其只有2025年以后的前景出现实质性增长的牛市情景下才会上涨，而我们对出现这种情况还没有信心。”</p><p style=\"text-align: justify;\">费拉古说，虽然英伟达在竞争对手中仍拥有最强大的人工智能业务，但在今年迄今为止涨幅达到157%之后，有必要“对该股持更审慎的看法”。</p><p style=\"text-align: justify;\">费拉古说：“尽管如此，这一地位仍然完好无损，我们会再次购买（英伟达的股票），但仅限在该股长期疲软的情况下。</p><p style=\"text-align: justify;\">彭博社的数据显示，华尔街分析师对英伟达的负面评价并不多见，在72位分析师中，89%的分析师将英伟达的股票评级定为“买入”。</p><p style=\"text-align: justify;\">费拉古将英伟达股票的年底目标价定为135美元，与该股134.77美元的12个月平均目标价一致。</p><p style=\"text-align: justify;\">对冲基金EMJ Capital创始人艾瑞克·杰克逊（Eric Jackson）预测，到今年年底，英伟达的股价将翻一番，市值将达到6万亿美元。</p></body></html>","source":"jssj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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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华尔街罕见一幕！英伟达评级突遭下调\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-08 13:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/details/142834><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一则报告令英伟达市值单日蒸发603亿美元，分析师警告目前上涨空间有限。上周五，华尔街有分析师罕见地下调了英伟达（NVDA）的股票评级。New Street Research分析师皮埃尔-费拉古（Pierre Ferragu）在上周五的一份报告中将这家人工智能巨头的股票评级从“买入”下调至“中性”，认为该股的价格似乎已经“充分体现估值” 。英伟达当日尾盘突然跳水，截至收盘，股价大跌近2%，总市值单日...</p>\n\n<a href=\"https://xnews.jin10.com/details/142834\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0079474960.USD":"联博美国增长基金A","BK4587":"ChatGPT概念","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","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4527":"明星科技股","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4543":"AI","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4579":"人工智能","BK4550":"红杉资本持仓","LU0109392836.USD":"富兰克林科技股A","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","NVDA":"英伟达","IE00B1XK9C88.USD":"PINEBRIDGE 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Jackson）预测，到今年年底，英伟达的股价将翻一番，市值将达到6万亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310951372967936,"gmtCreate":1716943454728,"gmtModify":1716943458550,"author":{"id":"3513134411622159","authorId":"3513134411622159","name":"财运小七","avatar":"https://static.tigerbbs.com/741f4464915dc5b49c10214501409269","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"2024.05.29 复盘笔记 by 财运小七","htmlText":"2024-05-29 成本 现价 浮动收益 英伟达(NVDA) 292.41 1,150.00 +293.28% 为什么我拿得住，因为这只股票相当于利弗莫尔手里的伯利恒钢铁","listText":"2024-05-29 成本 现价 浮动收益 英伟达(NVDA) 292.41 1,150.00 +293.28% 为什么我拿得住，因为这只股票相当于利弗莫尔手里的伯利恒钢铁","text":"2024-05-29 成本 现价 浮动收益 英伟达(NVDA) 292.41 1,150.00 +293.28% 为什么我拿得住，因为这只股票相当于利弗莫尔手里的伯利恒钢铁","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/310951372967936","isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310950052847632,"gmtCreate":1716943401806,"gmtModify":1716943405924,"author":{"id":"3513134411622159","authorId":"3513134411622159","name":"财运小七","avatar":"https://static.tigerbbs.com/741f4464915dc5b49c10214501409269","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"2024.05.29 复盘笔记 by 财运小七","htmlText":"2024-05-29 成本 现价 浮动收益 Unity Software Inc.(U) 33.77 19.06 -43.56% 因为相信，所有掉坑[流泪]&nbsp;&nbsp;","listText":"2024-05-29 成本 现价 浮动收益 Unity Software Inc.(U) 33.77 19.06 -43.56% 因为相信，所有掉坑[流泪]&nbsp;&nbsp;","text":"2024-05-29 成本 现价 浮动收益 Unity Software Inc.(U) 33.77 19.06 -43.56% 因为相信，所有掉坑[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310950052847632","isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186725613727896,"gmtCreate":1686626677003,"gmtModify":1686626678411,"author":{"id":"3513134411622159","authorId":"3513134411622159","name":"财运小七","avatar":"https://static.tigerbbs.com/741f4464915dc5b49c10214501409269","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186725613727896","repostId":"1134773153","repostType":4,"repost":{"id":"1134773153","pubTimestamp":1686617939,"share":"https://www.laohu8.com/m/news/1134773153?lang=&edition=full","pubTime":"2023-06-13 08:58","market":"hk","language":"zh","title":"木头姐重仓这四只AI股，看高特斯拉涨750%","url":"https://stock-news.laohu8.com/highlight/detail?id=1134773153","media":"华尔街见闻","summary":"AI最大的机会在软件。","content":"<html><head></head><body><blockquote>木头姐，AI最大的机会在软件，其中“最重要的AI概念股”是特斯拉，自动驾驶技术料将推动其股价在2027年升至2000美元。</blockquote><p style=\"text-align: justify;\">人工智能被广泛认为是当下最具颠覆性和变革性的技术之一，而向来以押注“颠覆性创新”而闻名的木头姐更是重磅押注AI软件股。</p><p style=\"text-align: justify;\">此前，木头姐（Cathie Wood）因清仓英伟达，错失5600亿美元的大反弹而受到争议。随后，“木头姐”辩解称，软件将是人工智能狂潮的下一个受益板块。</p><p style=\"text-align: justify;\"><strong>她曾表示，英伟达每卖出1美元的硬件，软件供应商、SaaS供应商就会产生8美元的收入，因此AI最大的机会在软件。</strong></p><p style=\"text-align: justify;\"><strong>此外，木头姐重申，特斯拉是“最重要的AI概念股”，自动驾驶技术料将推动其股价从目前的240美元涨到2027年的2000美元，这意味特斯拉还有750%上涨空间。</strong></p><p style=\"text-align: justify;\">目前，木头姐的方舟基金重仓UiPath、Twilio和Teladoc Health这三支软件股，以及“人工智能领域最大玩家”特斯拉。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4125746eff8906280f206fb10b122d6e\" tg-width=\"623\" tg-height=\"458\"/></p><p style=\"text-align: justify;\"><strong>具体来看，UiPath是方舟创新ETF第四大持股，</strong>其持有2800万股UiPath股票，仓位市值5.1728亿美元。</p><p style=\"text-align: justify;\">UiPath是一家机器人流程自动化软件公司，为企业提供自动化解决方案。在2023年第一季度，该公司的收入同比增长18%达到2.896亿美元。今年迄今为止，该公司的股票飙升了43%。</p><p style=\"text-align: justify;\"><strong>其次，方舟创新ETF持有460万股Twilio股份，</strong>仓位市值5.1728亿美元。</p><p style=\"text-align: justify;\">Twilio公司的云通信平台允许企业开发并将各种通信渠道整合到其应用程序中，其应用编程接口使开发者能够将语音、消息和视频无缝地纳入其中，帮助企业提高客户参与度。第一季度，Twilio的活跃客户账户突破30万，同时收入同比增长15%，达到10.1亿美元。</p><p style=\"text-align: justify;\"><strong>方舟创新ETF还拥有远程医疗公司Teladoc Health3.017亿美元的股份，</strong>该公司的平台通过视频、电话和短信将患者与医疗专业人士联系起来。</p><p style=\"text-align: justify;\">疫情期间远程医疗服务的需求激增，目前该公司仍在继续扩大其业务，Teladoc第一季度的收入同比增长了11%。不过，Teladoc股价并没有保持上升的势头，其较2021年2月的历史高点下降了90%以上。</p><p style=\"text-align: justify;\"><strong>而方舟创新ETF的AI最大赌注是特斯拉，目前也是该ETF最大重仓股，权重为11.81%。</strong></p><p style=\"text-align: justify;\">木头姐认为，特斯拉实际上是人工智能领域最大玩家，其自动驾驶平台将在2030年带来8万亿至10万亿美元的收入，而现在几乎为零。在五年后，即2027年，特斯拉股价将达到2000美元。考虑到特斯拉现在的股价在250美元，这意味着还有大约750%的上升空间。</p></body></html>","source":"wallstreetcn_api","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>木头姐重仓这四只AI股，看高特斯拉涨750%</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; 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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木头姐重仓这四只AI股，看高特斯拉涨750%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-13 08:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3690966><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>木头姐，AI最大的机会在软件，其中“最重要的AI概念股”是特斯拉，自动驾驶技术料将推动其股价在2027年升至2000美元。人工智能被广泛认为是当下最具颠覆性和变革性的技术之一，而向来以押注“颠覆性创新”而闻名的木头姐更是重磅押注AI软件股。此前，木头姐（Cathie Wood）因清仓英伟达，错失5600亿美元的大反弹而受到争议。随后，“木头姐”辩解称，软件将是人工智能狂潮的下一个受益板块。她曾表示...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3690966\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"ARKK":"ARK Innovation ETF","TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3690966","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134773153","content_text":"木头姐，AI最大的机会在软件，其中“最重要的AI概念股”是特斯拉，自动驾驶技术料将推动其股价在2027年升至2000美元。人工智能被广泛认为是当下最具颠覆性和变革性的技术之一，而向来以押注“颠覆性创新”而闻名的木头姐更是重磅押注AI软件股。此前，木头姐（Cathie Wood）因清仓英伟达，错失5600亿美元的大反弹而受到争议。随后，“木头姐”辩解称，软件将是人工智能狂潮的下一个受益板块。她曾表示，英伟达每卖出1美元的硬件，软件供应商、SaaS供应商就会产生8美元的收入，因此AI最大的机会在软件。此外，木头姐重申，特斯拉是“最重要的AI概念股”，自动驾驶技术料将推动其股价从目前的240美元涨到2027年的2000美元，这意味特斯拉还有750%上涨空间。目前，木头姐的方舟基金重仓UiPath、Twilio和Teladoc Health这三支软件股，以及“人工智能领域最大玩家”特斯拉。具体来看，UiPath是方舟创新ETF第四大持股，其持有2800万股UiPath股票，仓位市值5.1728亿美元。UiPath是一家机器人流程自动化软件公司，为企业提供自动化解决方案。在2023年第一季度，该公司的收入同比增长18%达到2.896亿美元。今年迄今为止，该公司的股票飙升了43%。其次，方舟创新ETF持有460万股Twilio股份，仓位市值5.1728亿美元。Twilio公司的云通信平台允许企业开发并将各种通信渠道整合到其应用程序中，其应用编程接口使开发者能够将语音、消息和视频无缝地纳入其中，帮助企业提高客户参与度。第一季度，Twilio的活跃客户账户突破30万，同时收入同比增长15%，达到10.1亿美元。方舟创新ETF还拥有远程医疗公司Teladoc Health3.017亿美元的股份，该公司的平台通过视频、电话和短信将患者与医疗专业人士联系起来。疫情期间远程医疗服务的需求激增，目前该公司仍在继续扩大其业务，Teladoc第一季度的收入同比增长了11%。不过，Teladoc股价并没有保持上升的势头，其较2021年2月的历史高点下降了90%以上。而方舟创新ETF的AI最大赌注是特斯拉，目前也是该ETF最大重仓股，权重为11.81%。木头姐认为，特斯拉实际上是人工智能领域最大玩家，其自动驾驶平台将在2030年带来8万亿至10万亿美元的收入，而现在几乎为零。在五年后，即2027年，特斯拉股价将达到2000美元。考虑到特斯拉现在的股价在250美元，这意味着还有大约750%的上升空间。","news_type":1},"isVote":1,"tweetType":1,"viewCount":944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858301364,"gmtCreate":1634972309445,"gmtModify":1634972309445,"author":{"id":"3513134411622159","authorId":"3513134411622159","name":"财运小七","avatar":"https://static.tigerbbs.com/741f4464915dc5b49c10214501409269","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GTLB\">$GitLab, Inc.(GTLB)$</a>我感觉这个市销率实在是太贵了。。。。","listText":"<a href=\"https://laohu8.com/S/GTLB\">$GitLab, Inc.(GTLB)$</a>我感觉这个市销率实在是太贵了。。。。","text":"$GitLab, 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