wxdats的个人主页 - 老虎社区

wxdats

wxdats

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IP属地：浙江

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2主题

0勋章

11-12

川普最强cp上台的消息，基本消化差不多了。你说涨不涨吧。中概还是便宜

11-12

恶化又不是输。

@美股数据张老师:美股中概股盘前跌，川普内阁成型提升对华鹰派地位

11-12

$三倍做多富时中国ETF-Direxion(YINN)$

11-11

关键创始人是黄皮肤。而且是民主党的主要资金池。上一次贸易战的时候，某些人可是故意放过水的。你们猜，川普会怎么对付他。

“英国巴菲特”：小心英伟达！人工智能可能被夸大

11-09

$英伟达(NVDA)$ 所谓ai 不就统计学吗？英伟达就一卖显卡的。股价有这么夸张吗？一群卖铲子的，我就没见哪家挖到金矿了。

11-07

$英伟达(NVDA)$ 都说ai能掘金，都在卖铲子。到目前为止，卖铲子的挣的盆满钵满，可问题是，金山在哪里？

11-06

$西方石油(OXY)$ 小赌西方石油，看好特朗普上台

11-03

必须是特朗普，能躲过那颗子弹就是天命人。相信玄学

10-26

too easy

10-26

猜的

10-26

@jace0777 地平线

10-26

我买的

10-24

$地平线机器人－Ｗ(09660)$ 别破发啊，这玩笑开大了

10-24

打新现在基本第一天抛还有的赚，后面基本被埋。化债，化债。有钱的中产跑到哪里总有一款适合你。除非你对中国资产不闻不问，只要你贪心，必定进去。

10-24

$地平线机器人－Ｗ(09660)$ 弱弱的问一句，基石不能卖，能不能借股票给别人卖的？

10-23

$英伟达(NVDA)$ 全是唱多，那就要小心了。当你心痒难耐进去，你就站岗一辈子吧。这是人性。

10-23

拜登跌倒川普吃饱。

10-22

$英伟达(NVDA)$ ai大泡沫。早晚炸掉。

10-19

$台积电(TSM)$ 台积电主要风险在于特朗普上台后对科技股的态度。红脖子会回归传统。除非台积电全部搬到美国，不然只是人为刀殂我为鱼肉。

10-18

$台积电(TSM)$ 高位放量你说，你怕不怕吧

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Inc.(COIN)$","images":[{"img":"https://static.tigerbbs.com/4203882f2957a3e6787139af29bdd9b5","width":"367","height":"374"},{"img":"https://static.tigerbbs.com/7ea8895dbfe5e581150f80fce32ff4ae","width":"612","height":"622"},{"img":"https://static.tigerbbs.com/a6dc3dcd4d62e924d0950ecd7d10c270","width":"750","height":"750"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370210171105424","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370182079156336,"gmtCreate":1731403604048,"gmtModify":1731404996377,"author":{"id":"3533541703309929","authorId":"3533541703309929","name":"wxdats","avatar":"https://static.tigerbbs.com/b06ec4d00bdbfefcb1bcfb1ac37bb444","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3533541703309929","idStr":"3533541703309929"},"themes":[],"htmlText":"<a 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href=\"https://xnews.jin10.com/details/152953\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://xnews.jin10.com/details/152953","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2482727012","content_text":"这种谨慎态度也是人工智能行业目前最大的担忧之一：人工智能技术产生的收入最终能否证明企业投入的数十亿美元的投资合理？英伟达公司的股票今年已经涨了近三倍，华尔街分析师对这家芯片制造商普遍持乐观态度。被英国媒体誉为“英国巴菲特”的基金经理特里·史密斯（Terry Smith）对此持怀疑态度，他表示，这一全球最大的股票缺乏可预测的盈利流和强大的高资本回报率历史。史密斯正在回避英伟达股票，即使他承认这样做会损害其投资组合的表现。“我不确定我们是否了解人工智能的未来，因为几乎没有应用程序是人们愿意付费的，”史密斯在11月5日接受采访时表示。“人们是否愿意以足够的规模和价格付费来证明这一点？因为如果不是这样，芯片供应商将会遇到麻烦。”史密斯的谨慎态度直指人工智能行业未来最大的担忧之一：人工智能技术产生的收入最终能否证明企业投入的数十亿美元投资合理？这些疑虑导致英伟达的市值从6月的峰值到8月的低谷蒸发了约9000亿美元，尽管该公司股票此后已有所反弹。人工智能爱好者指出，英伟达最大的客户，包括微软公司和Alphabet公司，已承诺在第三季度将创纪录的590亿美元投入数据中心设备和其他固定资产后，将更多资金投入资本支出。策略师预计，随着科技公司继续加大对人工智能的支出以保持竞争力，英伟达将在2025财年实现56%的净利润率。但史密斯认为，这种丰厚的利润率可能无法持续。“即使人工智能是下一件大事，我们也会为此支付足够的钱，难道只有一家芯片制造商吗？”他说。“如果你正在获得惊人的回报，就会吸引竞争。事实上，如果你看看英伟达供应的微处理器的主要用户，比如微软、亚马逊和甲骨文，他们都有开发自己产品的历史。”史密斯的Fundsmith股票基金今年以美元计价的回报率为9%，落后于MSCI世界指数，后者的回报率接近20%。史密斯表示，表现不佳是由于“少数股票集中了收益”，并补充说指数基金的日益普及正在推动这种趋势。“指数基金的流行令人担忧，”他说。“很多人称它们为被动型基金，但它们并非被动型基金。它们是动量策略。动量会持续下去，直到它消失为止。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368930717860336,"gmtCreate":1731110198595,"gmtModify":1731110200451,"author":{"id":"3533541703309929","authorId":"3533541703309929","name":"wxdats","avatar":"https://static.tigerbbs.com/b06ec4d00bdbfefcb1bcfb1ac37bb444","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3533541703309929","idStr":"3533541703309929"},"themes":[],"htmlText":"<a 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href=\"https://xnews.jin10.com/details/152953\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://xnews.jin10.com/details/152953","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2482727012","content_text":"这种谨慎态度也是人工智能行业目前最大的担忧之一：人工智能技术产生的收入最终能否证明企业投入的数十亿美元的投资合理？英伟达公司的股票今年已经涨了近三倍，华尔街分析师对这家芯片制造商普遍持乐观态度。被英国媒体誉为“英国巴菲特”的基金经理特里·史密斯（Terry Smith）对此持怀疑态度，他表示，这一全球最大的股票缺乏可预测的盈利流和强大的高资本回报率历史。史密斯正在回避英伟达股票，即使他承认这样做会损害其投资组合的表现。“我不确定我们是否了解人工智能的未来，因为几乎没有应用程序是人们愿意付费的，”史密斯在11月5日接受采访时表示。“人们是否愿意以足够的规模和价格付费来证明这一点？因为如果不是这样，芯片供应商将会遇到麻烦。”史密斯的谨慎态度直指人工智能行业未来最大的担忧之一：人工智能技术产生的收入最终能否证明企业投入的数十亿美元投资合理？这些疑虑导致英伟达的市值从6月的峰值到8月的低谷蒸发了约9000亿美元，尽管该公司股票此后已有所反弹。人工智能爱好者指出，英伟达最大的客户，包括微软公司和Alphabet公司，已承诺在第三季度将创纪录的590亿美元投入数据中心设备和其他固定资产后，将更多资金投入资本支出。策略师预计，随着科技公司继续加大对人工智能的支出以保持竞争力，英伟达将在2025财年实现56%的净利润率。但史密斯认为，这种丰厚的利润率可能无法持续。“即使人工智能是下一件大事，我们也会为此支付足够的钱，难道只有一家芯片制造商吗？”他说。“如果你正在获得惊人的回报，就会吸引竞争。事实上，如果你看看英伟达供应的微处理器的主要用户，比如微软、亚马逊和甲骨文，他们都有开发自己产品的历史。”史密斯的Fundsmith股票基金今年以美元计价的回报率为9%，落后于MSCI世界指数，后者的回报率接近20%。史密斯表示，表现不佳是由于“少数股票集中了收益”，并补充说指数基金的日益普及正在推动这种趋势。“指数基金的流行令人担忧，”他说。“很多人称它们为被动型基金，但它们并非被动型基金。它们是动量策略。动量会持续下去，直到它消失为止。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366796094185776,"gmtCreate":1730591466341,"gmtModify":1730595700268,"author":{"id":"3533541703309929","authorId":"3533541703309929","name":"wxdats","avatar":"https://static.tigerbbs.com/b06ec4d00bdbfefcb1bcfb1ac37bb444","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3533541703309929","authorIdStr":"3533541703309929"},"themes":[],"htmlText":"必须是特朗普，能躲过那颗子弹就是天命人。相信玄学","listText":"必须是特朗普，能躲过那颗子弹就是天命人。相信玄学","text":"必须是特朗普，能躲过那颗子弹就是天命人。相信玄学","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366796094185776","isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364294454030416,"gmtCreate":1729949197347,"gmtModify":1729949199423,"author":{"id":"3533541703309929","authorId":"3533541703309929","name":"wxdats","avatar":"https://static.tigerbbs.com/b06ec4d00bdbfefcb1bcfb1ac37bb444","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3533541703309929","authorIdStr":"3533541703309929"},"themes":[],"htmlText":"too 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