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07-19

$奈飞(NFLX)$ Wtf，期权双杀！！

07-15

说少了，至少500万亿。

华尔街顶级科技投资人：英伟达市值将在十年内达到50万亿美元

07-10

天天回购有意思吗？麻木了，本来利好都被看成利空了

腾讯：7月10日斥资约10亿港元回购263万股

07-01

数据造假。数据造假。

蔚来：6月交付21,209辆车，同比增98.1%，Q2交付同比增143.9%

06-24

天天回购，市场对你的回购早就免疫了。！！没用！！

腾讯：6月24日斥资10.04亿港元回购266万股

06-21

$英伟达(NVDA)$ 快跑，今晚大瀑布。

06-20

$英伟达(NVDA)$ 有种错误的意识，下周五之前会有一场暴风雨。

06-14

交付十万台也没用，股票折磨人

小米汽车：小米SU7累计交付已突破20000台

06-10

$英伟达(NVDA)$ 就这样让你跑了。。。

06-06

$英伟达(NVDA)$ 涨特么太多了，今天跌10个点让天台的空头活下去。。

06-04

$优博控股(08529)$ **新股，打新那么火爆，结果特么的**丝

06-03

$游戏驿站(GME)$ 愿赌服输。**的票

06-03

$英伟达(NVDA)$ 众人拾柴火焰高，各为利益终会散。

06-03

$游戏驿站(GME)$ 小猫已经跑了吗？这次才给机构了？？

06-01

确定这数据没有作假？突然这么猛了？！

蔚来5月交付新车20,544台，同比增长233.8%

06-01

这算什么利好？韩国芯片在世界上就是九牛一毛。

芯片，突传重磅利好！

05-31

这数据作假吧。

盘前丨美联储青睐的通胀指标“降温”，美股期指拉升

05-29

至少500万亿。格局大点。好吧！！

“宇宙硬核第一股”英伟达的狂飙之路：市值紧逼苹果，黄仁勋离全球首富不远了

05-29

$英伟达(NVDA)$ 出来混，早晚要还的。微软苹果花了好多年才到三万亿，你花了一年不到？！走着瞧吧

05-29

$英伟达(NVDA)$ 日嘛总有一天会出事。

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$&nbsp;</a> Wtf，期权双杀！！","listText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$&nbsp;</a> Wtf，期权双杀！！","text":"$奈飞(NFLX)$ Wtf，期权双杀！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329129512788192","isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327732850753720,"gmtCreate":1721013917996,"gmtModify":1721014641650,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"说少了，至少500万亿。","listText":"说少了，至少500万亿。","text":"说少了，至少500万亿。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327732850753720","repostId":"1185276114","repostType":4,"repost":{"id":"1185276114","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":1721013071,"share":"https://www.laohu8.com/m/news/1185276114?lang=&edition=full","pubTime":"2024-07-15 11:11","market":"us","language":"zh","title":"华尔街顶级科技投资人：英伟达市值将在十年内达到50万亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1185276114","media":"老虎资讯综合","summary":"华尔街顶级科技行业投资人詹姆斯·安德森表示，芯片巨头 $英伟达$ 在未来十年内的价值可能接近50万亿美元，这超过了目前标普500指数所有公司市场价值的总和。假设自由现金流收益率为5%，那么十年后英伟达股价可能达到2万美元，相当于49万亿美元的市值，而目前标普500指数所有公司的总市值约为47万亿美元。","content":"<html><head></head><body><p>华尔街顶级科技行业投资人詹姆斯·安德森（James Anderson）表示，芯片巨头 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 在未来十年内的价值可能接近50万亿美元，这超过了目前标普500指数所有公司市场价值的总和。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ea7b14617c7062a86938e0bc5d56b7d\" title=\"James Anderson © Baillie Gifford\" tg-width=\"415\" tg-height=\"233\"/><span>James Anderson © Baillie Gifford</span></p><p style=\"text-align: start;\">安德森以早期对特斯拉和亚马逊等公司的投资而广为人知，他表示：“在最乐观的情况下，英伟达的发展潜力将远超我以往所见，其市值可能达到数万亿美元。这并非只是预测，如果人工智能能够为客户带来效益，且英伟达始终保持其领先地位，那么这将是一个显而易见的结论。”</p><p style=\"text-align: start;\">近年来，训练和运行强大的生成式AI模型（如OpenAI的ChatGPT）大幅刺激了芯片需求，而英伟达一直是这一需求激增的主要受益者，年初至今其股价已飙升了162%，推动英伟达市值超过3万亿美元，这是2018年8月苹果成为首家万亿美元市值公司时英伟达市值（约1500亿美元）的20倍，并在6月短暂超越微软和苹果，成为全球市值最高的上市公司。<strong>英伟达首席执行官黄仁勋曾宣称，该公司正处于一场新的“工业革命”的中心。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77870f8095fb7c71c3e5279c0d2a222f\" title=\"2023年以来英伟达市值开始飙升（单位：万亿美元）\" tg-width=\"1078\" tg-height=\"577\"/><span>2023年以来英伟达市值开始飙升（单位：万亿美元）</span></p><p style=\"text-align: start;\">安德森是百年老牌基金Baillie Gifford的合伙人之一，也是该公司旗舰基金的基金经理。安德森表示：“英伟达持续的指数级增长、在硬件和软件方面的竞争优势，以及公司的文化和领导力，正是我们所寻找的。”他在去年与意大利阿涅利家族的控股公司合作，成立了林戈托投资管理公司，并管理着一个6.5亿美元的基金，<strong>其中最大的持仓即为这家美国芯片制造商</strong>。</p><p>安德森表示：“当我们首次对英伟达建仓时，其实并不清楚其主要驱动力是什么——我们并未确定是游戏、加密货币、自动驾驶还是人工智能”，但经过多年的观察和投资，他发现“与其他成功的投资案例不同，<strong>英伟达从一开始就是一个高利润且占据主导地位的公司</strong>。”</p><p style=\"text-align: start;\">他预计，数据中心AI芯片需求的实际增长率每年约为60%，展望未来十年，如果仅数据中心的收入增长能达到这个水平，且利润率保持不变，那么<strong>每股收益将达到1350美元</strong>，自由现金流约为每股1000美元。假设自由现金流收益率为5%，<strong>那么十年后英伟达股价可能达到2万美元，相当于49万亿美元的市值，而目前标普500指数所有公司的总市值约为47万亿美元。</strong></p><p style=\"text-align: start;\">安德森说：“这种结果出现的概率为10%-15%。对我们来说，最重要的是GPU在AI领域的使用开发时间跨度很长，从项目启动、到可能出现的中断，再到实现产业转型，这条道路可能会充满波动。如果英伟达出现一次或多次35-40%的回调，我也不会感到惊讶——这是肯定会发生的事情，我们甚至能在低位进行更多的增持。”</p><p><strong>英伟达目前的股价是其明年预期每股收益的47倍以上，并且几乎占到标普500指数今年17.7%涨幅的30%。</strong></p><p style=\"text-align: start;\">英伟达以及大型科技“巨无霸”公司对更广泛股市指数日益增强的影响力，给那些不持有这些公司的基金经理带来了挑战。例如，特里·史密斯的全球基金在上半年落后于其基准指数，因为他选择避开这家芯片制造商，对此他表示：“我们尚未说服自己，其前景如我们所寻求的那样可预测”。</p><p style=\"text-align: start;\">在回答生成式人工智能是否被过度炒作的问题时，安德森表示：“应用于基础任务的狭义生成式人工智能可能确实被夸大了，但我们应该关注的主要问题是，它是否能在10年内解决复杂任务，包括自动驾驶、机器人技术和药物研发。从这个意义上说，这完全不是一种炒作，反而应该是英伟达正在<strong>低调而坚定地引领并支持这些领域的发展</strong>。”</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>华尔街顶级科技投资人：英伟达市值将在十年内达到50万亿美元</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{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n华尔街顶级科技投资人：英伟达市值将在十年内达到50万亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-07-15 11:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>华尔街顶级科技行业投资人詹姆斯·安德森（James Anderson）表示，芯片巨头 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 在未来十年内的价值可能接近50万亿美元，这超过了目前标普500指数所有公司市场价值的总和。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ea7b14617c7062a86938e0bc5d56b7d\" title=\"James Anderson © Baillie Gifford\" tg-width=\"415\" tg-height=\"233\"/><span>James Anderson © Baillie Gifford</span></p><p style=\"text-align: start;\">安德森以早期对特斯拉和亚马逊等公司的投资而广为人知，他表示：“在最乐观的情况下，英伟达的发展潜力将远超我以往所见，其市值可能达到数万亿美元。这并非只是预测，如果人工智能能够为客户带来效益，且英伟达始终保持其领先地位，那么这将是一个显而易见的结论。”</p><p style=\"text-align: start;\">近年来，训练和运行强大的生成式AI模型（如OpenAI的ChatGPT）大幅刺激了芯片需求，而英伟达一直是这一需求激增的主要受益者，年初至今其股价已飙升了162%，推动英伟达市值超过3万亿美元，这是2018年8月苹果成为首家万亿美元市值公司时英伟达市值（约1500亿美元）的20倍，并在6月短暂超越微软和苹果，成为全球市值最高的上市公司。<strong>英伟达首席执行官黄仁勋曾宣称，该公司正处于一场新的“工业革命”的中心。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77870f8095fb7c71c3e5279c0d2a222f\" title=\"2023年以来英伟达市值开始飙升（单位：万亿美元）\" tg-width=\"1078\" tg-height=\"577\"/><span>2023年以来英伟达市值开始飙升（单位：万亿美元）</span></p><p style=\"text-align: start;\">安德森是百年老牌基金Baillie Gifford的合伙人之一，也是该公司旗舰基金的基金经理。安德森表示：“英伟达持续的指数级增长、在硬件和软件方面的竞争优势，以及公司的文化和领导力，正是我们所寻找的。”他在去年与意大利阿涅利家族的控股公司合作，成立了林戈托投资管理公司，并管理着一个6.5亿美元的基金，<strong>其中最大的持仓即为这家美国芯片制造商</strong>。</p><p>安德森表示：“当我们首次对英伟达建仓时，其实并不清楚其主要驱动力是什么——我们并未确定是游戏、加密货币、自动驾驶还是人工智能”，但经过多年的观察和投资，他发现“与其他成功的投资案例不同，<strong>英伟达从一开始就是一个高利润且占据主导地位的公司</strong>。”</p><p style=\"text-align: start;\">他预计，数据中心AI芯片需求的实际增长率每年约为60%，展望未来十年，如果仅数据中心的收入增长能达到这个水平，且利润率保持不变，那么<strong>每股收益将达到1350美元</strong>，自由现金流约为每股1000美元。假设自由现金流收益率为5%，<strong>那么十年后英伟达股价可能达到2万美元，相当于49万亿美元的市值，而目前标普500指数所有公司的总市值约为47万亿美元。</strong></p><p style=\"text-align: start;\">安德森说：“这种结果出现的概率为10%-15%。对我们来说，最重要的是GPU在AI领域的使用开发时间跨度很长，从项目启动、到可能出现的中断，再到实现产业转型，这条道路可能会充满波动。如果英伟达出现一次或多次35-40%的回调，我也不会感到惊讶——这是肯定会发生的事情，我们甚至能在低位进行更多的增持。”</p><p><strong>英伟达目前的股价是其明年预期每股收益的47倍以上，并且几乎占到标普500指数今年17.7%涨幅的30%。</strong></p><p style=\"text-align: start;\">英伟达以及大型科技“巨无霸”公司对更广泛股市指数日益增强的影响力，给那些不持有这些公司的基金经理带来了挑战。例如，特里·史密斯的全球基金在上半年落后于其基准指数，因为他选择避开这家芯片制造商，对此他表示：“我们尚未说服自己，其前景如我们所寻求的那样可预测”。</p><p style=\"text-align: start;\">在回答生成式人工智能是否被过度炒作的问题时，安德森表示：“应用于基础任务的狭义生成式人工智能可能确实被夸大了，但我们应该关注的主要问题是，它是否能在10年内解决复杂任务，包括自动驾驶、机器人技术和药物研发。从这个意义上说，这完全不是一种炒作，反而应该是英伟达正在<strong>低调而坚定地引领并支持这些领域的发展</strong>。”</p></body></html>\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":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185276114","content_text":"华尔街顶级科技行业投资人詹姆斯·安德森（James Anderson）表示，芯片巨头 英伟达 在未来十年内的价值可能接近50万亿美元，这超过了目前标普500指数所有公司市场价值的总和。James Anderson © Baillie Gifford安德森以早期对特斯拉和亚马逊等公司的投资而广为人知，他表示：“在最乐观的情况下，英伟达的发展潜力将远超我以往所见，其市值可能达到数万亿美元。这并非只是预测，如果人工智能能够为客户带来效益，且英伟达始终保持其领先地位，那么这将是一个显而易见的结论。”近年来，训练和运行强大的生成式AI模型（如OpenAI的ChatGPT）大幅刺激了芯片需求，而英伟达一直是这一需求激增的主要受益者，年初至今其股价已飙升了162%，推动英伟达市值超过3万亿美元，这是2018年8月苹果成为首家万亿美元市值公司时英伟达市值（约1500亿美元）的20倍，并在6月短暂超越微软和苹果，成为全球市值最高的上市公司。英伟达首席执行官黄仁勋曾宣称，该公司正处于一场新的“工业革命”的中心。2023年以来英伟达市值开始飙升（单位：万亿美元）安德森是百年老牌基金Baillie Gifford的合伙人之一，也是该公司旗舰基金的基金经理。安德森表示：“英伟达持续的指数级增长、在硬件和软件方面的竞争优势，以及公司的文化和领导力，正是我们所寻找的。”他在去年与意大利阿涅利家族的控股公司合作，成立了林戈托投资管理公司，并管理着一个6.5亿美元的基金，其中最大的持仓即为这家美国芯片制造商。安德森表示：“当我们首次对英伟达建仓时，其实并不清楚其主要驱动力是什么——我们并未确定是游戏、加密货币、自动驾驶还是人工智能”，但经过多年的观察和投资，他发现“与其他成功的投资案例不同，英伟达从一开始就是一个高利润且占据主导地位的公司。”他预计，数据中心AI芯片需求的实际增长率每年约为60%，展望未来十年，如果仅数据中心的收入增长能达到这个水平，且利润率保持不变，那么每股收益将达到1350美元，自由现金流约为每股1000美元。假设自由现金流收益率为5%，那么十年后英伟达股价可能达到2万美元，相当于49万亿美元的市值，而目前标普500指数所有公司的总市值约为47万亿美元。安德森说：“这种结果出现的概率为10%-15%。对我们来说，最重要的是GPU在AI领域的使用开发时间跨度很长，从项目启动、到可能出现的中断，再到实现产业转型，这条道路可能会充满波动。如果英伟达出现一次或多次35-40%的回调，我也不会感到惊讶——这是肯定会发生的事情，我们甚至能在低位进行更多的增持。”英伟达目前的股价是其明年预期每股收益的47倍以上，并且几乎占到标普500指数今年17.7%涨幅的30%。英伟达以及大型科技“巨无霸”公司对更广泛股市指数日益增强的影响力，给那些不持有这些公司的基金经理带来了挑战。例如，特里·史密斯的全球基金在上半年落后于其基准指数，因为他选择避开这家芯片制造商，对此他表示：“我们尚未说服自己，其前景如我们所寻求的那样可预测”。在回答生成式人工智能是否被过度炒作的问题时，安德森表示：“应用于基础任务的狭义生成式人工智能可能确实被夸大了，但我们应该关注的主要问题是，它是否能在10年内解决复杂任务，包括自动驾驶、机器人技术和药物研发。从这个意义上说，这完全不是一种炒作，反而应该是英伟达正在低调而坚定地引领并支持这些领域的发展。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326058465313032,"gmtCreate":1720605801343,"gmtModify":1720605803300,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"天天回购有意思吗？麻木了，本来利好都被看成利空了","listText":"天天回购有意思吗？麻木了，本来利好都被看成利空了","text":"天天回购有意思吗？麻木了，本来利好都被看成利空了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326058465313032","repostId":"1151443544","repostType":4,"repost":{"id":"1151443544","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":1720605153,"share":"https://www.laohu8.com/m/news/1151443544?lang=&edition=full","pubTime":"2024-07-10 17:52","market":"hk","language":"zh","title":"腾讯：7月10日斥资约10亿港元回购263万股","url":"https://stock-news.laohu8.com/highlight/detail?id=1151443544","media":"老虎资讯综合","summary":"于7月10日在港交所斥资约10亿港元回购263万股。","content":"<html><head></head><body><p>腾讯控股：于7月10日在港交所斥资约10亿港元回购263万股。</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>腾讯：7月10日斥资约10亿港元回购263万股</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n腾讯：7月10日斥资约10亿港元回购263万股\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\">2024-07-10 17:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>腾讯控股：于7月10日在港交所斥资约10亿港元回购263万股。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151443544","content_text":"腾讯控股：于7月10日在港交所斥资约10亿港元回购263万股。","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322836812091728,"gmtCreate":1719826647171,"gmtModify":1719826649070,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"数据造假。数据造假。","listText":"数据造假。数据造假。","text":"数据造假。数据造假。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/322836812091728","repostId":"1104416762","repostType":4,"repost":{"id":"1104416762","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":1719826303,"share":"https://www.laohu8.com/m/news/1104416762?lang=&edition=full","pubTime":"2024-07-01 17:31","market":"sg","language":"zh","title":"蔚来：6月交付21,209辆车，同比增98.1%，Q2交付同比增143.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1104416762","media":"老虎资讯综合","summary":"2024年上半年，蔚来共交付新车87,426台，同比增长60.2%。","content":"<html><head></head><body><p>蔚来：2024年6月交付21,209辆车，同比增长98.1%。</p><p>二季度，蔚来交付新车57,373台，超交付指引，同比增长143.9%。</p><p>2024年上半年，蔚来共交付新车87,426台，同比增长60.2%。</p><p>截至发稿，蔚来盘前涨超4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd6ac47793a7ae567a975d56bc8f48ed\" title=\"\" tg-width=\"450\" tg-height=\"125\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a38b80b61373984f10b1e23615f7df73\" tg-width=\"496\" tg-height=\"1080\"/></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>蔚来：6月交付21,209辆车，同比增98.1%，Q2交付同比增143.9%</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{ 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tg-height=\"1080\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"NIO.SI":"蔚来","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104416762","content_text":"蔚来：2024年6月交付21,209辆车，同比增长98.1%。二季度，蔚来交付新车57,373台，超交付指引，同比增长143.9%。2024年上半年，蔚来共交付新车87,426台，同比增长60.2%。截至发稿，蔚来盘前涨超4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565907630090198","authorId":"3565907630090198","name":"小心心语","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"content":"空单加仓呀 [开心]","text":"空单加仓呀 [开心]","html":"空单加仓呀 [开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320276447457464,"gmtCreate":1719225138793,"gmtModify":1719225140920,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"天天回购，市场对你的回购早就免疫了。！！没用！！","listText":"天天回购，市场对你的回购早就免疫了。！！没用！！","text":"天天回购，市场对你的回购早就免疫了。！！没用！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320276447457464","repostId":"2445029014","repostType":4,"repost":{"id":"2445029014","pubTimestamp":1719224275,"share":"https://www.laohu8.com/m/news/2445029014?lang=&edition=full","pubTime":"2024-06-24 18:17","market":"hk","language":"zh","title":"腾讯：6月24日斥资10.04亿港元回购266万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2445029014","media":"智通财经网","summary":"每股回购价为374.2-381港元。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/00700\">腾讯控股</a>发布公告，于2024年6月24日，斥资10.04亿港元回购266万股，每股回购价为374.2-381港元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1b9fb12bbedab75ff551faef695d42f\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","source":"highlight_zhitongcaijin","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>腾讯：6月24日斥资10.04亿港元回购266万股</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股"},"source_url":"http://www.zhitongcaijing.com/content/detail/1139540.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2445029014","content_text":"腾讯控股发布公告，于2024年6月24日，斥资10.04亿港元回购266万股，每股回购价为374.2-381港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319224223691024,"gmtCreate":1718961203613,"gmtModify":1718961204960,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 快跑，今晚大瀑布。","listText":"<a 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有种错误的意识，下周五之前会有一场暴风雨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/318906603503664","isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"203105757513414","authorId":"203105757513414","name":"昵称567","avatar":"https://static.tigerbbs.com/87061f98cee6875ec1599d4c24bee99f","crmLevel":6,"crmLevelSwitch":1},"content":"哈哈，那我可干628空了","text":"哈哈，那我可干628空了","html":"哈哈，那我可干628空了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316649160052984,"gmtCreate":1718334586665,"gmtModify":1718334588544,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"交付十万台也没用，股票折磨人","listText":"交付十万台也没用，股票折磨人","text":"交付十万台也没用，股票折磨人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/316649160052984","repostId":"1147158798","repostType":4,"repost":{"id":"1147158798","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":1718330721,"share":"https://www.laohu8.com/m/news/1147158798?lang=&edition=full","pubTime":"2024-06-14 10:05","market":"us","language":"zh","title":"小米汽车：小米SU7累计交付已突破20000台","url":"https://stock-news.laohu8.com/highlight/detail?id=1147158798","media":"老虎资讯综合","summary":"6月14日，小米汽车发文称，截至昨天，小米SU7累计交付已突破20000台；6月单月交付将突破1万台，全年将保障交付10万台，冲刺12万台。","content":"<html><head></head><body><p>6月14日，小米汽车发文称，截至昨天，小米SU7累计交付已突破20000台；6月单月交付将突破1万台，全年将保障交付10万台，冲刺12万台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a59b95aa01be9cdfe361fabc519950c\" tg-width=\"628\" tg-height=\"773\"/></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>小米汽车：小米SU7累计交付已突破20000台</title>\n<style 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10:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月14日，小米汽车发文称，截至昨天，小米SU7累计交付已突破20000台；6月单月交付将突破1万台，全年将保障交付10万台，冲刺12万台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a59b95aa01be9cdfe361fabc519950c\" tg-width=\"628\" tg-height=\"773\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{"01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147158798","content_text":"6月14日，小米汽车发文称，截至昨天，小米SU7累计交付已突破20000台；6月单月交付将突破1万台，全年将保障交付10万台，冲刺12万台。","news_type":1},"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464914845348106","authorId":"3464914845348106","name":"T20211211736","avatar":"https://static.laohu8.com/3f458065e1d734e994cfd6a32aeae64d","crmLevel":2,"crmLevelSwitch":0},"content":"没事，我还在站岗，不到60不卖","text":"没事，我还在站岗，不到60不卖","html":"没事，我还在站岗，不到60不卖"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315292304187600,"gmtCreate":1718006493686,"gmtModify":1718006494874,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 就这样让你跑了。。。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 就这样让你跑了。。。","text":"$英伟达(NVDA)$ 就这样让你跑了。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315292304187600","isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314010883735848,"gmtCreate":1717683113357,"gmtModify":1717684267794,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 涨特么太多了，今天跌10个点让天台的空头活下去。。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 涨特么太多了，今天跌10个点让天台的空头活下去。。","text":"$英伟达(NVDA)$ 涨特么太多了，今天跌10个点让天台的空头活下去。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/314010883735848","isVote":1,"tweetType":1,"viewCount":2030,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3514528457956983","authorId":"3514528457956983","name":"欧黎木","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"content":"怎么赌大小的韭菜们就不懂呢，拆股前行情绝对不会崩，赌空的真的是扶额，而且今年大选年，美股大盘绝对不会出现大崩的","text":"怎么赌大小的韭菜们就不懂呢，拆股前行情绝对不会崩，赌空的真的是扶额，而且今年大选年，美股大盘绝对不会出现大崩的","html":"怎么赌大小的韭菜们就不懂呢，拆股前行情绝对不会崩，赌空的真的是扶额，而且今年大选年，美股大盘绝对不会出现大崩的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313228460175680,"gmtCreate":1717487664392,"gmtModify":1717487997699,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/08529\">$优博控股(08529)$</a> **新股，打新那么火爆，结果特么的**丝","listText":"<a href=\"https://laohu8.com/S/08529\">$优博控股(08529)$</a> **新股，打新那么火爆，结果特么的**丝","text":"$优博控股(08529)$ **新股，打新那么火爆，结果特么的**丝","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313228460175680","isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312957522727080,"gmtCreate":1717427969432,"gmtModify":1717427970657,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 愿赌服输。**的票","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 愿赌服输。**的票","text":"$游戏驿站(GME)$ 愿赌服输。**的票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312957522727080","isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312943441314112,"gmtCreate":1717424364742,"gmtModify":1717424366214,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 众人拾柴火焰高，各为利益终会散。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 众人拾柴火焰高，各为利益终会散。","text":"$英伟达(NVDA)$ 众人拾柴火焰高，各为利益终会散。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312943441314112","isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312940624531744,"gmtCreate":1717423676600,"gmtModify":1717490690213,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 小猫已经跑了吗？这次才给机构了？？","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 小猫已经跑了吗？这次才给机构了？？","text":"$游戏驿站(GME)$ 小猫已经跑了吗？这次才给机构了？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312940624531744","isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312152105840880,"gmtCreate":1717243256486,"gmtModify":1717243258465,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"确定这数据没有作假？突然这么猛了？！","listText":"确定这数据没有作假？突然这么猛了？！","text":"确定这数据没有作假？突然这么猛了？！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/312152105840880","repostId":"1160432997","repostType":4,"repost":{"id":"1160432997","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":1717234627,"share":"https://www.laohu8.com/m/news/1160432997?lang=&edition=full","pubTime":"2024-06-01 17:37","market":"sh","language":"zh","title":"蔚来5月交付新车20,544台，同比增长233.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1160432997","media":"老虎资讯综合","summary":"2024年5月，$蔚来(NIO)$交付新车20,544台，同比增长233.8%，环比增长31.5%，创历史新高。今年1-5月，$蔚来(NIO.SI)$交付新车66,217台，同比增长51%。截至目前，蔚来已累计交付新车515,811台。","content":"<html><head></head><body><p>6月1日讯，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车2024年5月交付20,544辆汽车，同比增长233.8%，创历史新高。2024年至今，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>汽车交付了66217辆汽车，同比增长51.0%。截至2024年5月31日，蔚来汽车累计交付量达到515,811辆。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c505ed9ab77667392e37d086964ad73\" title=\"\" tg-width=\"1536\" tg-height=\"614\"/></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\" 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}\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来5月交付新车20,544台，同比增长233.8%\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\">2024-06-01 17:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月1日讯，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车2024年5月交付20,544辆汽车，同比增长233.8%，创历史新高。2024年至今，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>汽车交付了66217辆汽车，同比增长51.0%。截至2024年5月31日，蔚来汽车累计交付量达到515,811辆。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c505ed9ab77667392e37d086964ad73\" title=\"\" tg-width=\"1536\" tg-height=\"614\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eebab619623966f6e7115434f653b888","relate_stocks":{"BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK6125":"汽车制造商","NIO.SI":"蔚来","LU0052750758.USD":"富兰克林中国基金A Acc","BK4531":"中概回港概念","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4585":"ETF&股票定投概念","09866":"蔚来-SW","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK1588":"回港中概股","BK4509":"腾讯概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","NIO":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160432997","content_text":"6月1日讯，蔚来汽车2024年5月交付20,544辆汽车，同比增长233.8%，创历史新高。2024年至今，蔚来汽车交付了66217辆汽车，同比增长51.0%。截至2024年5月31日，蔚来汽车累计交付量达到515,811辆。","news_type":1},"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3537237510707345","authorId":"3537237510707345","name":"薛定猫的谔","avatar":"https://static.tigerbbs.com/3413796caba3213475f2fb3e8c87f443","crmLevel":1,"crmLevelSwitch":0},"content":"现在各门店展车都没了，小米和理想纯电出来后，蔚来换电的优势逐渐显现。","text":"现在各门店展车都没了，小米和理想纯电出来后，蔚来换电的优势逐渐显现。","html":"现在各门店展车都没了，小米和理想纯电出来后，蔚来换电的优势逐渐显现。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312037556252856,"gmtCreate":1717215178439,"gmtModify":1717215180704,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这算什么利好？韩国芯片在世界上就是九牛一毛。","listText":"这算什么利好？韩国芯片在世界上就是九牛一毛。","text":"这算什么利好？韩国芯片在世界上就是九牛一毛。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312037556252856","repostId":"2440972127","repostType":4,"repost":{"id":"2440972127","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1717209041,"share":"https://www.laohu8.com/m/news/2440972127?lang=&edition=full","pubTime":"2024-06-01 10:30","market":"hk","language":"zh","title":"芯片，突传重磅利好！","url":"https://stock-news.laohu8.com/highlight/detail?id=2440972127","media":"券商中国","summary":"5月31日，韩国统计厅公布的数据显示，4月份芯片库存同比下降33.7%，为2014年底以来的最大降幅。另据韩国科学技术信息通信部日前公布的数据，4月份芯片出口同比增长53.9%，其中存储芯片出口额同比大幅增长98.7%。与此同时，当前主流存储芯片厂商已经开启了涨价模式。","content":"<html><head></head><body><p>全球芯片赛道传来重磅利好数据。</p><p>5月31日，韩国统计厅公布的数据显示，4月份芯片库存同比下降33.7%，为2014年底以来的最大降幅。另据韩国科学技术信息通信部日前公布的数据，4月份芯片出口同比增长53.9%，其中存储芯片出口额同比大幅增长98.7%。分析人士指出，全球客户正在加快购买AI芯片，需求正以快于供应的速度增长，复苏势头超预期，这对全球芯片行业无疑是一则利好消息。</p><p>与此同时，当前主流存储芯片厂商已经开启了涨价模式。有业内人士表示，今年已多次收到上游存储芯片厂提高合约价的通知。据TrendForce集邦咨询最新预估，第二季DRAM合约价季涨幅将上修至13%—18%；NAND Flash合约价季涨幅同步上修至约15%—20%。</p><p>多家机构研判，存储芯片在二季度仍会延续涨价趋势。未来随着存储价格持续涨价带来的营业利润率改善，存储龙头厂商有望迎来业绩与估值的戴维斯双击，行业存在较大的反弹空间。二级市场方面，芯片是本周A股最强势的板块之一，Wind芯片指数周涨幅达4.76%，对比之下，沪指、深证成指、创业板指的周线均录得下跌。</p><h2 id=\"id_792678195\">突传利好</h2><p>5月31日，韩国统计厅公布的数据显示，今年4月份芯片库存同比下降33.7%，为2014年底以来的最大降幅。这也标志着，库存连续第四个月下降，与此同时，韩国半导体出口出现回升。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ccd85c4c184464bc8ec2736a1629fbf\" tg-width=\"817\" tg-height=\"430\"/></p><p>分析人士指出，受益于人工智能（AI）浪潮的推动，全球客户正在加快购买AI芯片，需求正以快于供应的速度增长，复苏势头超预期。这对全球芯片行业无疑是一则利好消息。</p><p>另外，统计局数据还显示，今年4月份，韩国芯片产量大幅增长22.3%，但是低于3月份的30.2%；韩国工厂出货量则增长18.6%，高于3月份的16.4%。</p><p>韩国央行报告显示，随着“人工智能热潮”以类似于2016年云服务器扩张的方式推动需求，最新一轮“芯片需求火爆”预计将至少持续到2025年上半年。</p><p>韩国芯片产业链巨头——<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>、SK海力士是世界上最大的两家存储芯片生产商，正在向<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>大量供货。SK海力士表示其HBM芯片的生产能力到明年几乎已被预订满。</p><p>芯片行业尤其是<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>与SK海力士所撑起的存储芯片行业，可谓是韩国经济的“核心支柱”，带动了对韩国先进设备和工业建设项目的投资规模。统计数据显示，今年第一季度，韩国芯片出口同比增幅超过两位数，直接拉动韩国经济环比增长1.3%，远超经济学家普遍预期的0.6%。</p><p>基于芯片行业的超预期复苏，韩国央行还大幅上调了2024年韩国的经济增长预测。</p><p>另据韩国科学技术信息通信部日前公布的数据显示，由于全球需求强劲，韩国4月份的信息和通信技术（ICT）产品出口同比飙升33.8%，至170.8亿美元，连续第六个月增长。</p><p>从出口品种看，4月份芯片出口同比增长53.9%，达到99.6亿美元，连续第六个月实现两位数增长。其中，存储芯片出口额同比增长98.7%，达到58.2亿美元，这是由于8g DRAM的季度平均价格持续上涨，以及高带宽存储器芯片等高价值产品的需求旺盛。</p><h2 id=\"id_1607672992\">价格飙涨</h2><p>从全球市场来看，半导体赛道正迎来强势复苏。美国半导体行业协会（SIA）日前公布的数据显示，2024年第一季度全球半导体销售额总计1377亿美元，较2023年第一季度大幅增长15.2%。关于2024年半导体行业销售额预期，SIA总裁兼首席执行官John Neuffer在数据报告中预计，2024年整体销售额将相比于2023年实现两位数级别增幅。</p><p>世界半导体贸易统计组织（WSTS）预测，2024年全球半导体市场将同比增长13.1%。</p><p>野村认为，如果周期性技术复苏扩大到其他电子终端市场，将支持半导体进入下一轮上升周期，从今年下半年持续到2025年。</p><p>其中，存储芯片是半导体市场最主要的细分领域，主要分为闪存和内存。据美国半导体行业协会（SIA）发布的数据，2023年全球半导体行业销售额达到5268亿美元，第一大品类逻辑芯片销售额达到1785亿美元，存储芯片凭借923亿美元（约合人民币6600亿元）的销售额排名第二，占据了全球半导体市场约17.5%的市场份额。</p><p>随着全球存储芯片持续复苏，主流存储芯片厂商已经率先开启了涨价模式。据铠侠财报，2024年一季度，NAND Flash（其核心产品）以日元计算的售价环比上涨了15%—19%，为连续第三季出现上涨。</p><p>有业内人士表示，从2023年年底开始，全球半导体存储产业逐步进入上行周期，今年已多次收到上游存储芯片厂提高合约价的通知。</p><p>近日，美国内存大厂<a href=\"https://laohu8.com/S/WDC\">西部数据</a>宣布涨价后，<a href=\"https://laohu8.com/S/STX\">希捷科技</a>也宣布跟进涨价。据<a href=\"https://laohu8.com/S/STX\">希捷科技</a>的公告，目前公司业务多个部分都逐步恢复需求，交货周期延长，同时成本也持续受全球通胀影响。因此，希捷科技将对新订单以及超过先前承诺数量的需求进行涨价，并持续几个季度。</p><p>据TrendForce集邦咨询最新预估，第二季DRAM合约价季涨幅将上修至13%—18%；NAND Flash合约价季涨幅同步上修至约15%—20%。多家机构研判，存储芯片在二季度仍会延续涨价趋势。</p><p><a href=\"https://laohu8.com/S/002500\">山西证券</a>表示，价格上涨趋势明确，存储进入新一轮上行周期，把握行业周期反转机会。未来随着存储价格持续涨价带来的营业利润率改善，存储龙头厂商有望迎来业绩与估值的戴维斯双击，行业存在较大的反弹空间。</p><p>二级市场方面，芯片是本周A股最强势的板块之一。其中，Wind芯片指数周涨幅达4.76%，对比之下，沪指、深证成指、创业板指的周线均录得下跌，跌幅分别为0.07%、0.64%、0.74%。</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>芯片，突传重磅利好！</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芯片，突传重磅利好！\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2024-06-01 10:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>全球芯片赛道传来重磅利好数据。</p><p>5月31日，韩国统计厅公布的数据显示，4月份芯片库存同比下降33.7%，为2014年底以来的最大降幅。另据韩国科学技术信息通信部日前公布的数据，4月份芯片出口同比增长53.9%，其中存储芯片出口额同比大幅增长98.7%。分析人士指出，全球客户正在加快购买AI芯片，需求正以快于供应的速度增长，复苏势头超预期，这对全球芯片行业无疑是一则利好消息。</p><p>与此同时，当前主流存储芯片厂商已经开启了涨价模式。有业内人士表示，今年已多次收到上游存储芯片厂提高合约价的通知。据TrendForce集邦咨询最新预估，第二季DRAM合约价季涨幅将上修至13%—18%；NAND Flash合约价季涨幅同步上修至约15%—20%。</p><p>多家机构研判，存储芯片在二季度仍会延续涨价趋势。未来随着存储价格持续涨价带来的营业利润率改善，存储龙头厂商有望迎来业绩与估值的戴维斯双击，行业存在较大的反弹空间。二级市场方面，芯片是本周A股最强势的板块之一，Wind芯片指数周涨幅达4.76%，对比之下，沪指、深证成指、创业板指的周线均录得下跌。</p><h2 id=\"id_792678195\">突传利好</h2><p>5月31日，韩国统计厅公布的数据显示，今年4月份芯片库存同比下降33.7%，为2014年底以来的最大降幅。这也标志着，库存连续第四个月下降，与此同时，韩国半导体出口出现回升。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ccd85c4c184464bc8ec2736a1629fbf\" tg-width=\"817\" tg-height=\"430\"/></p><p>分析人士指出，受益于人工智能（AI）浪潮的推动，全球客户正在加快购买AI芯片，需求正以快于供应的速度增长，复苏势头超预期。这对全球芯片行业无疑是一则利好消息。</p><p>另外，统计局数据还显示，今年4月份，韩国芯片产量大幅增长22.3%，但是低于3月份的30.2%；韩国工厂出货量则增长18.6%，高于3月份的16.4%。</p><p>韩国央行报告显示，随着“人工智能热潮”以类似于2016年云服务器扩张的方式推动需求，最新一轮“芯片需求火爆”预计将至少持续到2025年上半年。</p><p>韩国芯片产业链巨头——<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>、SK海力士是世界上最大的两家存储芯片生产商，正在向<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>大量供货。SK海力士表示其HBM芯片的生产能力到明年几乎已被预订满。</p><p>芯片行业尤其是<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>与SK海力士所撑起的存储芯片行业，可谓是韩国经济的“核心支柱”，带动了对韩国先进设备和工业建设项目的投资规模。统计数据显示，今年第一季度，韩国芯片出口同比增幅超过两位数，直接拉动韩国经济环比增长1.3%，远超经济学家普遍预期的0.6%。</p><p>基于芯片行业的超预期复苏，韩国央行还大幅上调了2024年韩国的经济增长预测。</p><p>另据韩国科学技术信息通信部日前公布的数据显示，由于全球需求强劲，韩国4月份的信息和通信技术（ICT）产品出口同比飙升33.8%，至170.8亿美元，连续第六个月增长。</p><p>从出口品种看，4月份芯片出口同比增长53.9%，达到99.6亿美元，连续第六个月实现两位数增长。其中，存储芯片出口额同比增长98.7%，达到58.2亿美元，这是由于8g DRAM的季度平均价格持续上涨，以及高带宽存储器芯片等高价值产品的需求旺盛。</p><h2 id=\"id_1607672992\">价格飙涨</h2><p>从全球市场来看，半导体赛道正迎来强势复苏。美国半导体行业协会（SIA）日前公布的数据显示，2024年第一季度全球半导体销售额总计1377亿美元，较2023年第一季度大幅增长15.2%。关于2024年半导体行业销售额预期，SIA总裁兼首席执行官John Neuffer在数据报告中预计，2024年整体销售额将相比于2023年实现两位数级别增幅。</p><p>世界半导体贸易统计组织（WSTS）预测，2024年全球半导体市场将同比增长13.1%。</p><p>野村认为，如果周期性技术复苏扩大到其他电子终端市场，将支持半导体进入下一轮上升周期，从今年下半年持续到2025年。</p><p>其中，存储芯片是半导体市场最主要的细分领域，主要分为闪存和内存。据美国半导体行业协会（SIA）发布的数据，2023年全球半导体行业销售额达到5268亿美元，第一大品类逻辑芯片销售额达到1785亿美元，存储芯片凭借923亿美元（约合人民币6600亿元）的销售额排名第二，占据了全球半导体市场约17.5%的市场份额。</p><p>随着全球存储芯片持续复苏，主流存储芯片厂商已经率先开启了涨价模式。据铠侠财报，2024年一季度，NAND Flash（其核心产品）以日元计算的售价环比上涨了15%—19%，为连续第三季出现上涨。</p><p>有业内人士表示，从2023年年底开始，全球半导体存储产业逐步进入上行周期，今年已多次收到上游存储芯片厂提高合约价的通知。</p><p>近日，美国内存大厂<a href=\"https://laohu8.com/S/WDC\">西部数据</a>宣布涨价后，<a href=\"https://laohu8.com/S/STX\">希捷科技</a>也宣布跟进涨价。据<a href=\"https://laohu8.com/S/STX\">希捷科技</a>的公告，目前公司业务多个部分都逐步恢复需求，交货周期延长，同时成本也持续受全球通胀影响。因此，希捷科技将对新订单以及超过先前承诺数量的需求进行涨价，并持续几个季度。</p><p>据TrendForce集邦咨询最新预估，第二季DRAM合约价季涨幅将上修至13%—18%；NAND Flash合约价季涨幅同步上修至约15%—20%。多家机构研判，存储芯片在二季度仍会延续涨价趋势。</p><p><a href=\"https://laohu8.com/S/002500\">山西证券</a>表示，价格上涨趋势明确，存储进入新一轮上行周期，把握行业周期反转机会。未来随着存储价格持续涨价带来的营业利润率改善，存储龙头厂商有望迎来业绩与估值的戴维斯双击，行业存在较大的反弹空间。</p><p>二级市场方面，芯片是本周A股最强势的板块之一。其中，Wind芯片指数周涨幅达4.76%，对比之下，沪指、深证成指、创业板指的周线均录得下跌，跌幅分别为0.07%、0.64%、0.74%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c3cc7e0c6d0306e7eae412cc1382441a","relate_stocks":{"159813":"芯片","SMH":"半导体指数ETF-HOLDRs","SOXX":"iShares费城交易所半导体ETF"},"source_url":"https://wallstreetcn.com/articles/3716282","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2440972127","content_text":"全球芯片赛道传来重磅利好数据。5月31日，韩国统计厅公布的数据显示，4月份芯片库存同比下降33.7%，为2014年底以来的最大降幅。另据韩国科学技术信息通信部日前公布的数据，4月份芯片出口同比增长53.9%，其中存储芯片出口额同比大幅增长98.7%。分析人士指出，全球客户正在加快购买AI芯片，需求正以快于供应的速度增长，复苏势头超预期，这对全球芯片行业无疑是一则利好消息。与此同时，当前主流存储芯片厂商已经开启了涨价模式。有业内人士表示，今年已多次收到上游存储芯片厂提高合约价的通知。据TrendForce集邦咨询最新预估，第二季DRAM合约价季涨幅将上修至13%—18%；NAND Flash合约价季涨幅同步上修至约15%—20%。多家机构研判，存储芯片在二季度仍会延续涨价趋势。未来随着存储价格持续涨价带来的营业利润率改善，存储龙头厂商有望迎来业绩与估值的戴维斯双击，行业存在较大的反弹空间。二级市场方面，芯片是本周A股最强势的板块之一，Wind芯片指数周涨幅达4.76%，对比之下，沪指、深证成指、创业板指的周线均录得下跌。突传利好5月31日，韩国统计厅公布的数据显示，今年4月份芯片库存同比下降33.7%，为2014年底以来的最大降幅。这也标志着，库存连续第四个月下降，与此同时，韩国半导体出口出现回升。分析人士指出，受益于人工智能（AI）浪潮的推动，全球客户正在加快购买AI芯片，需求正以快于供应的速度增长，复苏势头超预期。这对全球芯片行业无疑是一则利好消息。另外，统计局数据还显示，今年4月份，韩国芯片产量大幅增长22.3%，但是低于3月份的30.2%；韩国工厂出货量则增长18.6%，高于3月份的16.4%。韩国央行报告显示，随着“人工智能热潮”以类似于2016年云服务器扩张的方式推动需求，最新一轮“芯片需求火爆”预计将至少持续到2025年上半年。韩国芯片产业链巨头——三星电子、SK海力士是世界上最大的两家存储芯片生产商，正在向英伟达大量供货。SK海力士表示其HBM芯片的生产能力到明年几乎已被预订满。芯片行业尤其是三星与SK海力士所撑起的存储芯片行业，可谓是韩国经济的“核心支柱”，带动了对韩国先进设备和工业建设项目的投资规模。统计数据显示，今年第一季度，韩国芯片出口同比增幅超过两位数，直接拉动韩国经济环比增长1.3%，远超经济学家普遍预期的0.6%。基于芯片行业的超预期复苏，韩国央行还大幅上调了2024年韩国的经济增长预测。另据韩国科学技术信息通信部日前公布的数据显示，由于全球需求强劲，韩国4月份的信息和通信技术（ICT）产品出口同比飙升33.8%，至170.8亿美元，连续第六个月增长。从出口品种看，4月份芯片出口同比增长53.9%，达到99.6亿美元，连续第六个月实现两位数增长。其中，存储芯片出口额同比增长98.7%，达到58.2亿美元，这是由于8g DRAM的季度平均价格持续上涨，以及高带宽存储器芯片等高价值产品的需求旺盛。价格飙涨从全球市场来看，半导体赛道正迎来强势复苏。美国半导体行业协会（SIA）日前公布的数据显示，2024年第一季度全球半导体销售额总计1377亿美元，较2023年第一季度大幅增长15.2%。关于2024年半导体行业销售额预期，SIA总裁兼首席执行官John Neuffer在数据报告中预计，2024年整体销售额将相比于2023年实现两位数级别增幅。世界半导体贸易统计组织（WSTS）预测，2024年全球半导体市场将同比增长13.1%。野村认为，如果周期性技术复苏扩大到其他电子终端市场，将支持半导体进入下一轮上升周期，从今年下半年持续到2025年。其中，存储芯片是半导体市场最主要的细分领域，主要分为闪存和内存。据美国半导体行业协会（SIA）发布的数据，2023年全球半导体行业销售额达到5268亿美元，第一大品类逻辑芯片销售额达到1785亿美元，存储芯片凭借923亿美元（约合人民币6600亿元）的销售额排名第二，占据了全球半导体市场约17.5%的市场份额。随着全球存储芯片持续复苏，主流存储芯片厂商已经率先开启了涨价模式。据铠侠财报，2024年一季度，NAND Flash（其核心产品）以日元计算的售价环比上涨了15%—19%，为连续第三季出现上涨。有业内人士表示，从2023年年底开始，全球半导体存储产业逐步进入上行周期，今年已多次收到上游存储芯片厂提高合约价的通知。近日，美国内存大厂西部数据宣布涨价后，希捷科技也宣布跟进涨价。据希捷科技的公告，目前公司业务多个部分都逐步恢复需求，交货周期延长，同时成本也持续受全球通胀影响。因此，希捷科技将对新订单以及超过先前承诺数量的需求进行涨价，并持续几个季度。据TrendForce集邦咨询最新预估，第二季DRAM合约价季涨幅将上修至13%—18%；NAND Flash合约价季涨幅同步上修至约15%—20%。多家机构研判，存储芯片在二季度仍会延续涨价趋势。山西证券表示，价格上涨趋势明确，存储进入新一轮上行周期，把握行业周期反转机会。未来随着存储价格持续涨价带来的营业利润率改善，存储龙头厂商有望迎来业绩与估值的戴维斯双击，行业存在较大的反弹空间。二级市场方面，芯片是本周A股最强势的板块之一。其中，Wind芯片指数周涨幅达4.76%，对比之下，沪指、深证成指、创业板指的周线均录得下跌，跌幅分别为0.07%、0.64%、0.74%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311808311402736,"gmtCreate":1717159322296,"gmtModify":1717159324057,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这数据作假吧。","listText":"这数据作假吧。","text":"这数据作假吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311808311402736","repostId":"1101779143","repostType":4,"repost":{"id":"1101779143","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":1717158644,"share":"https://www.laohu8.com/m/news/1101779143?lang=&edition=full","pubTime":"2024-05-31 20:30","market":"us","language":"zh","title":"盘前丨美联储青睐的通胀指标“降温”，美股期指拉升","url":"https://stock-news.laohu8.com/highlight/detail?id=1101779143","media":"老虎资讯综合","summary":"美国4月核心PCE物价指数年率 2.8%，预期2.80%，前值2.80%。","content":"<html><head></head><body><p><strong>美国4月核心PCE物价指数月率 0.2%，预期 0.3%，前值 0.3%。</strong></p><p><strong>美国4月核心PCE物价指数年率 2.8%，预期 2.8%，前值 2.8%。</strong></p><p><strong>美国4月个人支出月率 0.2%，预期 0.3%，前值：0.8%。</strong></p><blockquote><p>速评：美联储青睐的通胀指标降温，这是政策制定者朝着正确方向迈出的一步，目前他们正在寻求可以准备降息的信心。这份报告为美联储官员提供了一些关于通胀趋势的安慰。</p><p>“美联储传声筒”Nick Timiraos表示，今天的PCE结果在两周前就已被广泛预期，预计将不会改变美联储近期“观望”的态度。</p></blockquote><p>数据发布后，美股期指短线拉升。美国国债收益率短线走低，30年期国债收益率走低约1.5bp，10年期国债收益率走低超2bp，报4.536%。利率互换市场定价保持稳定，预计2024年美联储至少有一次降息。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af8b5592f1181d51edf0769d1aec6816\" title=\"\" tg-width=\"992\" tg-height=\"539\"/></p><h4 id=\"id_1797785297\">个股盘前走势</h4><p>戴尔大跌超15%。尽管戴尔一季度总营收和分项业务收入都超预期，总收入为两年来首度同比增长，AI服务器的积压订单高达38亿美元或季环比增长30%，但调整后EPS盈利同比下滑，无法满足投资者对其AI业务寄予的厚望。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a19709c0ddd4e0f53deac9c9b1faf32\" title=\"\" tg-width=\"450\" tg-height=\"126\"/></p><p>法拉第未来涨超15%。贾跃亭称“法拉第未来永远无法盈利”是造谣，坚信FF可能成为更早实现盈利的公司之一。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77c6a432cc07a9fcd7978cb61d2d865d\" title=\"\" tg-width=\"450\" tg-height=\"124\"/></p><p>英伟达盘前反弹2%。昨日跌近4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c48cfe106a5358f3d34eb2c6795e68b\" title=\"\" tg-width=\"450\" tg-height=\"124\"/></p><p>特朗普媒体科技集团涨超6%。纽约一家法院陪审团裁定，美国前总统特朗普在“封口费”案中有罪，被控的34项罪名全部成立。但定罪并不影响他参加总统竞选。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5fbbb28663ab2ffb4a03a502cebb6d2\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></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>盘前丨美联储青睐的通胀指标“降温”，美股期指拉升</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘前丨美联储青睐的通胀指标“降温”，美股期指拉升\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\">2024-05-31 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>美国4月核心PCE物价指数月率 0.2%，预期 0.3%，前值 0.3%。</strong></p><p><strong>美国4月核心PCE物价指数年率 2.8%，预期 2.8%，前值 2.8%。</strong></p><p><strong>美国4月个人支出月率 0.2%，预期 0.3%，前值：0.8%。</strong></p><blockquote><p>速评：美联储青睐的通胀指标降温，这是政策制定者朝着正确方向迈出的一步，目前他们正在寻求可以准备降息的信心。这份报告为美联储官员提供了一些关于通胀趋势的安慰。</p><p>“美联储传声筒”Nick Timiraos表示，今天的PCE结果在两周前就已被广泛预期，预计将不会改变美联储近期“观望”的态度。</p></blockquote><p>数据发布后，美股期指短线拉升。美国国债收益率短线走低，30年期国债收益率走低约1.5bp，10年期国债收益率走低超2bp，报4.536%。利率互换市场定价保持稳定，预计2024年美联储至少有一次降息。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af8b5592f1181d51edf0769d1aec6816\" title=\"\" tg-width=\"992\" tg-height=\"539\"/></p><h4 id=\"id_1797785297\">个股盘前走势</h4><p>戴尔大跌超15%。尽管戴尔一季度总营收和分项业务收入都超预期，总收入为两年来首度同比增长，AI服务器的积压订单高达38亿美元或季环比增长30%，但调整后EPS盈利同比下滑，无法满足投资者对其AI业务寄予的厚望。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a19709c0ddd4e0f53deac9c9b1faf32\" title=\"\" tg-width=\"450\" tg-height=\"126\"/></p><p>法拉第未来涨超15%。贾跃亭称“法拉第未来永远无法盈利”是造谣，坚信FF可能成为更早实现盈利的公司之一。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77c6a432cc07a9fcd7978cb61d2d865d\" title=\"\" tg-width=\"450\" tg-height=\"124\"/></p><p>英伟达盘前反弹2%。昨日跌近4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c48cfe106a5358f3d34eb2c6795e68b\" title=\"\" tg-width=\"450\" tg-height=\"124\"/></p><p>特朗普媒体科技集团涨超6%。纽约一家法院陪审团裁定，美国前总统特朗普在“封口费”案中有罪，被控的34项罪名全部成立。但定罪并不影响他参加总统竞选。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5fbbb28663ab2ffb4a03a502cebb6d2\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101779143","content_text":"美国4月核心PCE物价指数月率 0.2%，预期 0.3%，前值 0.3%。美国4月核心PCE物价指数年率 2.8%，预期 2.8%，前值 2.8%。美国4月个人支出月率 0.2%，预期 0.3%，前值：0.8%。速评：美联储青睐的通胀指标降温，这是政策制定者朝着正确方向迈出的一步，目前他们正在寻求可以准备降息的信心。这份报告为美联储官员提供了一些关于通胀趋势的安慰。“美联储传声筒”Nick Timiraos表示，今天的PCE结果在两周前就已被广泛预期，预计将不会改变美联储近期“观望”的态度。数据发布后，美股期指短线拉升。美国国债收益率短线走低，30年期国债收益率走低约1.5bp，10年期国债收益率走低超2bp，报4.536%。利率互换市场定价保持稳定，预计2024年美联储至少有一次降息。个股盘前走势戴尔大跌超15%。尽管戴尔一季度总营收和分项业务收入都超预期，总收入为两年来首度同比增长，AI服务器的积压订单高达38亿美元或季环比增长30%，但调整后EPS盈利同比下滑，无法满足投资者对其AI业务寄予的厚望。法拉第未来涨超15%。贾跃亭称“法拉第未来永远无法盈利”是造谣，坚信FF可能成为更早实现盈利的公司之一。英伟达盘前反弹2%。昨日跌近4%。特朗普媒体科技集团涨超6%。纽约一家法院陪审团裁定，美国前总统特朗普在“封口费”案中有罪，被控的34项罪名全部成立。但定罪并不影响他参加总统竞选。","news_type":1},"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311021295898656,"gmtCreate":1716960261195,"gmtModify":1716960263267,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"至少500万亿。格局大点。好吧！！","listText":"至少500万亿。格局大点。好吧！！","text":"至少500万亿。格局大点。好吧！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311021295898656","repostId":"2439557567","repostType":4,"repost":{"id":"2439557567","pubTimestamp":1716954853,"share":"https://www.laohu8.com/m/news/2439557567?lang=&edition=full","pubTime":"2024-05-29 11:54","market":"us","language":"zh","title":"“宇宙硬核第一股”英伟达的狂飙之路：市值紧逼苹果，黄仁勋离全球首富不远了","url":"https://stock-news.laohu8.com/highlight/detail?id=2439557567","media":"格隆汇","summary":"马斯克“下单”鼎力助攻","content":"<html><head></head><body><blockquote><p>马斯克“下单”鼎力助攻</p></blockquote><p>今年全球市场最强“秀儿”，非英伟达莫属。</p><p>美股周二，英伟达大涨近7%报1139.01美元，又双叒叕创下历史新高。</p><p>市值一夜暴增1828亿美元（约合人民币13243.86亿元），<strong>总市值突破2.8万亿美元，距离赶超2.91万亿美元的苹果仅剩下一步之遥</strong>。</p><p><strong>晋升3万亿美元俱乐部似乎也不远了</strong>，目前英伟达和微软也只差了0.4万亿美元。</p><p>截至目前，英伟达已经连续三个交易日大涨，累计涨幅近20%。</p><p><strong>今年以来，英伟达的势头可谓一飞冲天。</strong>相较之下，苹果、微软的股价则表现平平，甚至有些许惨淡。</p><p>自AI热潮席卷开来，人工智能和芯片成为全球炙手可热的存在。</p><p>而在此引爆之下，作为“AI龙头”的英伟达<strong>年内已经暴涨超136%，</strong>微软则累涨超16%，“掉队”的苹果仅涨了2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/497fc743d13b1ce21686322867b1e33b\" tg-width=\"560\" tg-height=\"240\"/></p><p>回顾英伟达的狂飙之路，2023 年6月13日，英伟达市值突破1万亿美元。</p><p>今年的2月23日，市值突破 2 万亿美元；5月23日，英伟达股价突破 1000 点大关，市值突破 2.5 万亿美元大关。</p><p>在近一年时间，英伟达以迅雷不及掩耳之势创下了多个里程碑。</p><p>而随着英伟达“涨上天”之际，CEO黄仁勋的身价也遥遥直上。目前，其身价已经达到910亿美元，稳居全球富豪榜第17位。</p><p><strong>可以预见，全球首富易主可能就在不久的将来。</strong></p><p>按目前这个趋势来看，预计黄仁勋最快在2025年之前就能超越马斯克，登顶全球首富。</p><p><strong>“涨破天际”的背后</strong></p><p><strong>周二，英伟达的狂飙少不了马斯克的助力。</strong></p><p>日前，马斯克的 AI 公司 xAI 计划为其新超级计算机购买英伟达的AI 芯片。</p><p>据悉，在xAI 成功筹集到60亿美元资金后，马斯克计划将英伟达的H100图形处理器集群连接起来，打造一台xAI超级计算机，为训练其下一版本的Grok。</p><p>目前，xAI预计将需要多达10万个GPU，规模将是当今最大GPU集群的四倍。这台超级计算机，或称之为“计算超级工厂”<strong>，</strong>预计将于明年秋季前投入运行。</p><p><strong>稍早前，英伟达强劲财报掀起了华尔街的狂欢。</strong></p><p>财报显示，英伟达2024 年一季度的总营收为260亿美元，同比增长262%。</p><p>数据中心收入为225.63亿美元，同比增长427%，环比增长23%。与去年相比，计算收入增长了约5倍，网络收入增长了约3倍。</p><p>收入的增长主要得益于Hopper架构GPU（例如H100）的出货量增加。</p><p>目前，包括亚马逊、Meta、微软和谷歌等在内的大型云服务提供商，大约占英伟达数据中心收入的40%。</p><p><strong>黄仁勋当时表示，下一场工业革命已经开始。</strong></p><p>当下，各国和大量公司正与英伟达合作，将传统数据中心转型为“AI工厂”，生产人工智能的新产品。</p><p>在业绩之后，英伟达还宣布10-1 股票拆分，并将6月7日（周五）收盘后分配；拆股后，英伟达将把一季度股息提高150%，达到每股0.1美元。</p><p>对于下一季度，英伟达预计营收将达到280亿美元，预计GAAP毛利率为74.8%，全年毛利率将稳定在约70%左右。</p><p>对此，Cantor Fitzgerald的分析师CJ Muse表示，xAI的消息进一步增强了市场对AI芯片支出持续增长的信心。英伟达的财报则“完全打消了人们对2024年公司芯片需求可能出现下降的担忧”。</p><p><strong>涨势远未结束？</strong></p><p>人工智能的狂欢下，华尔街在为英伟达“欢呼雀跃”。</p><p>I/O Fund科技分析师Beth Kindig表示，英伟达的涨势还远未结束。</p><p>她预计，英伟达凭借其坚不可摧的护城河，其<strong>股价将在2030年前比目前水平飙升258%，市值将达到10万亿美元。</strong></p><p>原因是，英伟达的下一代Blackwell GPU芯片、其CUDA软件平台以及其在汽车市场的发展，将推动英伟达实现的新一轮大规模增长。</p><p>此前，Cantor Fitzgerald的分析师C J Muse将英伟达的目标股价从1200美元<strong>上调至1400美元，为华尔街最高。</strong></p><p><strong>国内私募大佬但斌也在力挺英伟达。</strong></p><p>近期但斌表示，在东方港湾中从头到尾重仓持有英伟达的只有他本人，其他研究员均是在他的强烈建议下“间断着”持有英伟达，但斌对此表示相当“困惑”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b87dee8be89e512be07489bd8644a72\" tg-width=\"814\" tg-height=\"394\"/></p><p>坚持长期价值投资的但斌，此前在做客格隆汇高端访谈栏目《格隆博士会客厅》时谈到：<strong>投资要像在大海里找鲸鱼，炒股要买最好的公司。</strong></p><p>买大象、买鲸鱼，真正赚钱的也是这些公司，真正的企业长期增长是靠利润推动的。全世界都是“二八现象”，（财富和资源）都是往最好的公司上面集中。</p><p>他曾表示，目前全球最大的机遇仍然是人工智能。人工智能时代结束的时候，假设以2034年或者2044年为节点，大概率会看到10万亿级美金的公司。</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\" 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>“宇宙硬核第一股”英伟达的狂飙之路：市值紧逼苹果，黄仁勋离全球首富不远了</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“宇宙硬核第一股”英伟达的狂飙之路：市值紧逼苹果，黄仁勋离全球首富不远了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-29 11:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/761139><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克“下单”鼎力助攻今年全球市场最强“秀儿”，非英伟达莫属。美股周二，英伟达大涨近7%报1139.01美元，又双叒叕创下历史新高。市值一夜暴增1828亿美元（约合人民币13243.86亿元），总市值突破2.8万亿美元，距离赶超2.91万亿美元的苹果仅剩下一步之遥。晋升3万亿美元俱乐部似乎也不远了，目前英伟达和微软也只差了0.4万亿美元。截至目前，英伟达已经连续三个交易日大涨，累计涨幅近20%。...</p>\n\n<a href=\"https://www.gelonghui.com/p/761139\">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":{"IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4566":"资本集团","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","AAPL":"苹果","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4559":"巴菲特持仓","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4550":"红杉资本持仓","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4141":"半导体产品","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP 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万亿美元大关。在近一年时间，英伟达以迅雷不及掩耳之势创下了多个里程碑。而随着英伟达“涨上天”之际，CEO黄仁勋的身价也遥遥直上。目前，其身价已经达到910亿美元，稳居全球富豪榜第17位。可以预见，全球首富易主可能就在不久的将来。按目前这个趋势来看，预计黄仁勋最快在2025年之前就能超越马斯克，登顶全球首富。“涨破天际”的背后周二，英伟达的狂飙少不了马斯克的助力。日前，马斯克的 AI 公司 xAI 计划为其新超级计算机购买英伟达的AI 芯片。据悉，在xAI 成功筹集到60亿美元资金后，马斯克计划将英伟达的H100图形处理器集群连接起来，打造一台xAI超级计算机，为训练其下一版本的Grok。目前，xAI预计将需要多达10万个GPU，规模将是当今最大GPU集群的四倍。这台超级计算机，或称之为“计算超级工厂”，预计将于明年秋季前投入运行。稍早前，英伟达强劲财报掀起了华尔街的狂欢。财报显示，英伟达2024 年一季度的总营收为260亿美元，同比增长262%。数据中心收入为225.63亿美元，同比增长427%，环比增长23%。与去年相比，计算收入增长了约5倍，网络收入增长了约3倍。收入的增长主要得益于Hopper架构GPU（例如H100）的出货量增加。目前，包括亚马逊、Meta、微软和谷歌等在内的大型云服务提供商，大约占英伟达数据中心收入的40%。黄仁勋当时表示，下一场工业革命已经开始。当下，各国和大量公司正与英伟达合作，将传统数据中心转型为“AI工厂”，生产人工智能的新产品。在业绩之后，英伟达还宣布10-1 股票拆分，并将6月7日（周五）收盘后分配；拆股后，英伟达将把一季度股息提高150%，达到每股0.1美元。对于下一季度，英伟达预计营收将达到280亿美元，预计GAAP毛利率为74.8%，全年毛利率将稳定在约70%左右。对此，Cantor Fitzgerald的分析师CJ Muse表示，xAI的消息进一步增强了市场对AI芯片支出持续增长的信心。英伟达的财报则“完全打消了人们对2024年公司芯片需求可能出现下降的担忧”。涨势远未结束？人工智能的狂欢下，华尔街在为英伟达“欢呼雀跃”。I/O Fund科技分析师Beth 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20:06","market":"us","language":"zh","title":"特斯拉Q1在华收入30.43亿美元，同比大增238.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1151279579","media":"新京报","summary":"中国市场继续是特斯拉全球第二大市场，但与美国市场的规模进一步缩小。","content":"<div>\n<p>记者 林子4月28日晚间，根据特斯拉向美国证券交易委员会递交的文件显示，今年第一季度特斯拉在华收入达到30.43亿美元，较去年同期的9亿美元大幅增长238.1%，占特斯拉一季度营收比例达29.29%。中国市场继续是特斯拉全球第二大市场，但与美国市场的规模进一步缩小。文件显示，特斯拉第一季度在美国的销售收入达44.24亿美元，同比增长59.82%，占特斯拉Q1营收比例达42.58%，较去年同期的...</p>\n\n<a href=\"https://www.bjnews.com.cn/detail/161961027215196.html\">Web Link</a>\n\n</div>\n","source":"xjb","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>特斯拉Q1在华收入30.43亿美元，同比大增238.1%</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉Q1在华收入30.43亿美元，同比大增238.1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-28 20:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.bjnews.com.cn/detail/161961027215196.html><strong>新京报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>记者 林子4月28日晚间，根据特斯拉向美国证券交易委员会递交的文件显示，今年第一季度特斯拉在华收入达到30.43亿美元，较去年同期的9亿美元大幅增长238.1%，占特斯拉一季度营收比例达29.29%。中国市场继续是特斯拉全球第二大市场，但与美国市场的规模进一步缩小。文件显示，特斯拉第一季度在美国的销售收入达44.24亿美元，同比增长59.82%，占特斯拉Q1营收比例达42.58%，较去年同期的...</p>\n\n<a href=\"https://www.bjnews.com.cn/detail/161961027215196.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2ba18e4c173130d8ec828f5035d30189","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bjnews.com.cn/detail/161961027215196.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151279579","content_text":"记者 林子4月28日晚间，根据特斯拉向美国证券交易委员会递交的文件显示，今年第一季度特斯拉在华收入达到30.43亿美元，较去年同期的9亿美元大幅增长238.1%，占特斯拉一季度营收比例达29.29%。中国市场继续是特斯拉全球第二大市场，但与美国市场的规模进一步缩小。文件显示，特斯拉第一季度在美国的销售收入达44.24亿美元，同比增长59.82%，占特斯拉Q1营收比例达42.58%，较去年同期的46.23%有所下降；挪威、荷兰等其他市场贡献29.22亿美元，同比增长26.11%。特斯拉一季报显示，公司该季度营收达103.89亿美元，同比增长74%，净利润为4.38亿美元，是公司连续第七个季度实现盈利。特斯拉披露称公司已完全偿还与上海超级工厂支出相关的6.14亿美元贷款，相关的贷款合同已经终止。该合同终止后，公司债务和融资租赁表中包含的固定资产授信项下未使用的7.58亿美元将不可再用。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352277229,"gmtCreate":1616982051361,"gmtModify":1616982051361,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>今天不跌10个点以上不符合逻辑。。。","listText":"<a 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