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BJJH
06-24
短期见顶
失守美股市值第一,英伟达是见顶还是回调?
BJJH
04-19
竞猜赢虎币 ,寻找实盘收益王
查看详情:
竞猜赢虎币 ,寻找实盘收益王
快来参与竞猜赢虎币活动,寻找你心中的实盘收益王,邀请好友最多可得250枚虎币 此帖仅开放于中国大陆用户
竞猜赢虎币 ,寻找实盘收益王
BJJH
03-21
竞猜赢虎币 ,寻找实盘收益王
查看详情:
竞猜赢虎币 ,寻找实盘收益王
快来参与竞猜赢虎币活动,寻找你心中的实盘收益王,邀请好友最多可得250枚虎币 此帖仅开放于中国大陆用户
竞猜赢虎币 ,寻找实盘收益王
BJJH
2023-12-09
我在2023年的收益率已超过80%,相比年初的预期,虽有惊喜,但也符合对所持股票的长期预期。如果说超预期的,可能是股价兑现的时间,但时间往往也是最难预期的。 回顾2023年,**作最失败的股票是FNGU。在七八月份从200回落至143的过程中,作出止损操作,造成该股上的盈利大幅回吐。我年内在这支股票操作较多,虽然总体收益为正,但由于投入产出比不佳,近期已放弃这支股票的操作。 假如时光倒流,我在2023年会更加克制短线交易的冲动。 我对2024年市场并无特殊期望。市场永远充满变数,我从不对市场做出预测。我只是一个观察者,做好风控,耐心持有自己看好的公司股票而已。
@小虎活动:【股市时光机】假如时光倒流,哪些投资决策会改变?
BJJH
2023-11-17
完成发帖任务。
BJJH
2021-12-14
Good job!
Uber Eats Makes Food Delivery To Outer Space
BJJH
2021-06-18
[弱]
1 Big Reason to Dump AMD and Buy NVIDIA
BJJH
2021-04-15
$Quantumscape Corp.(QS)$
前雇员抱怨汇总,这也能搞个报告[捂脸]
BJJH
2021-03-04
强
DRAM供应持续紧张 美光上调业绩预期
BJJH
2021-03-02
送餐符合人的基本需求,因疫情而增多,但不会随疫情而消失。
@美股研究社:JMP Securities将DoorDash维持其股票“跑赢大盘”评级,目标价提高至195美元
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p":1719234905,"share":"https://www.laohu8.com/m/news/1180762062?lang=&edition=full","pubTime":"2024-06-24 21:15","market":"us","language":"zh","title":"失守美股市值第一,英伟达是见顶还是回调?","url":"https://stock-news.laohu8.com/highlight/detail?id=1180762062","media":"巴伦中文","summary":"问鼎“美股市值第一”后,英伟达股价连续两个交易日出现下跌,6月21日收跌3.22%至126.57美元,周内跌幅约4%——结束了此前八周涨势。年初至今,英伟达股价涨幅高达156%。“英伟达股价在3月初出现过类似走势,导致其股价短暂回调20%。”科技股或受冲击英伟达股价波动将影响整个市场。其中,英伟达市值占比约为7%。不过,有观点认为,只要英伟达的收入和利润以健康速度增长,公司及其他科技股就会继续攀升。","content":"<html><head></head><body><blockquote><p>如果<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>或其他大型科技公司出现负面消息,整个市场都会崩溃。</p></blockquote><p style=\"text-align: justify;\">6月24日,英伟达股价周一一度下跌3.2%,连续第三个交易日走低,恐蒸发逾3,000亿美元的市值。目前英伟达市值低于微软和苹果。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/084afa00dd4b7092255b69f7aed0fa08\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">不过,短期下跌不算什么。年初至今,英伟达股价涨幅高达156%。相比之下,标普500指数和纳斯达克指数分别上涨15%和18%;而芯片制造商超微半导体今年上涨9%,<a href=\"https://laohu8.com/S/INTC\">英特尔</a>年内下跌38%。</p><p style=\"text-align: justify;\">消息面上,英伟达CEO黄仁勋近期在出售公司股票——6月13日-6月18日共计售出48万股,总价值6310万美元,平均每股价格131.42美元。3月14日,黄仁勋通过10b5-1规则交易安排,将在2025年3月31日前出售最多60万股普通股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf6901d10a300c0cf7dd8a651d54d029\" title=\"\" tg-width=\"1080\" tg-height=\"716\"/></p><p style=\"text-align: justify;\"><strong>分析师如何看待?</strong></p><p style=\"text-align: justify;\">总体而言,华尔街分析师对英伟达仍持乐观态度——即使该股未来会出现下跌。根据FactSet数据,多数分析师将英伟达股票评级为“买入”,平均目标价127.39美元。</p><p style=\"text-align: justify;\">《巴伦周刊》副主编埃里克·萨维茨 (Eric Savitz) 认为,英伟达的反弹“不可持续”。“英伟达市值已经超过全球任何一家公司。如果再上涨20%,该股市值将达到4万亿美元,这是前所未有的里程碑。现在是时候冷静一下了。”萨维茨写道。</p><p style=\"text-align: justify;\">萨维茨进一步补充:“英伟达的预期市盈率从去年底约25倍上涨至当前45倍。而根据华尔街预计,该股市盈率应为2026年1月财年预期收入的20倍。”</p><p style=\"text-align: justify;\">“英伟达股价在3月初出现过类似走势,导致其股价短暂回调20%。”Renaissance Macro Research分析师凯文·丹普特(Kevin Dempter)表示,类似的20%调整将使英伟达股价回到6月初的110美元左右水平。</p><p style=\"text-align: justify;\">也有分析师继续看涨英伟达。美银证券(BofA Securities)分析师维韦克·阿里亚 (Vivek Arya) 认为,英伟达股价的任何波动都将是暂时的。英伟达股价的大幅上涨……可能使其容易受到短期获利回吐的影响。</p><p style=\"text-align: justify;\">阿里亚维持英伟达股票150美元目标价和“买入”评级,并称其为“首选”。他表示,人工智能硬件销售可能处于3-5年周期的第二阶段。此外,英伟达下一代AI芯片Blackwell即将到来,越来越多的芯片制造商正从软件服务中获利。</p><p style=\"text-align: justify;\"><strong>科技股或受冲击</strong></p><p style=\"text-align: justify;\">英伟达股价波动将影响整个市场。目前,英伟达、<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT)、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL)总市值占标普500指数20%的份额。其中,英伟达市值占比约为7%。</p><p style=\"text-align: justify;\">《巴伦周刊》高级市场分析作者保罗·拉莫尼卡(Paul La Monicas)指出,鉴于英伟达对标普500指数的影响巨大。如果该股回调将损害投资组合,对科技行业产生冲击——特别是如果公司暗示其半导体需求放缓的情况下。</p><p style=\"text-align: justify;\">一方面,微软、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN)、Alphabet(GOOGL)和 Meta(META)都是英伟达的大客户;另一方面,作为科技行业领头羊,英伟达任何疲软可能波及其他人工智能企业,例如<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>(SMCI)和<a href=\"https://laohu8.com/S/DELL\">戴尔</a>(DELL)。</p><p style=\"text-align: justify;\">“如果英伟达或其他大型科技公司出现负面消息,整个市场都会崩溃。”风险管理公司SimCorp应用研究总经理梅丽莎·布朗 (Melissa Brown) 表示,低波动性给投资者带来了一种虚假的安全感。人们不知道还能买什么,因此纷纷涌入科技和其他人工智能相关业务的交易,例如电力服务和数据中心。</p><p style=\"text-align: justify;\">“从历史经验来看,当市场集中度达到当前程度,并且某只股票或板块占据主导地位时,通常都不会产生‘好的结果’。”布朗坦言。</p><p style=\"text-align: justify;\">不过,有观点认为,只要英伟达的收入和利润以健康速度增长,公司及其他科技股就会继续攀升。毕竟,当前科技领军企业都是盈利的。尽管估值昂贵,但它们的估值低于<a href=\"https://laohu8.com/S/CSCO\">思科</a>系统(CSCO)等公司在2000年初(互联网泡沫破裂之前)估值。</p><p style=\"text-align: justify;\">“我们可能太快地回想起2000年初的情景。”Ritholtz Wealth Management首席市场策略师卡莉·考克斯(Callie Cox)对《巴伦周刊》表示,科技行业表现强劲,人工智能并不是一个疯狂的故事,英伟达也将不断提高其收入预期。但她也补充道,当前科技股集中度确实偏高,市场可能很快出现10%的回调。</p><p style=\"text-align: justify;\"><strong>结语</strong></p><p style=\"text-align: justify;\">由于市场不确定性,投资者需要更加多元化的配置。大型科技公司估值高得惊人,标普500指数、纳斯达克100指数等主要加权指数可能无法提供足够的差异化选择。</p><p style=\"text-align: justify;\">Acadian投资组合经理卢卡斯·波莫斯基(Lukasz Pomorski)表示,即使你认为“科技七巨头”的股票定价是合理的,也并不意味着只有它们才最重要。人们常说“这次会不同”——即使真的有点不同,模式依旧是相似的。</p></body></html>","source":"lsy1718164085300","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>失守美股市值第一,英伟达是见顶还是回调?</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; 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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失守美股市值第一,英伟达是见顶还是回调?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-24 21:15 北京时间 <a href=https://mp.weixin.qq.com/s/LhIeiBwEt-QK37KlLt72XQ><strong>巴伦中文</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>如果英伟达或其他大型科技公司出现负面消息,整个市场都会崩溃。6月24日,英伟达股价周一一度下跌3.2%,连续第三个交易日走低,恐蒸发逾3,000亿美元的市值。目前英伟达市值低于微软和苹果。不过,短期下跌不算什么。年初至今,英伟达股价涨幅高达156%。相比之下,标普500指数和纳斯达克指数分别上涨15%和18%;而芯片制造商超微半导体今年上涨9%,英特尔年内下跌38%。消息面上,英伟达CEO黄仁勋...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/LhIeiBwEt-QK37KlLt72XQ\">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":{"BK4543":"AI","BK4527":"明星科技股","BK4141":"半导体产品","BK4503":"景林资产持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","NVDA":"英伟达","LU0072462426.USD":"贝莱德全球配置 A2","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","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","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC"},"source_url":"https://mp.weixin.qq.com/s/LhIeiBwEt-QK37KlLt72XQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180762062","content_text":"如果英伟达或其他大型科技公司出现负面消息,整个市场都会崩溃。6月24日,英伟达股价周一一度下跌3.2%,连续第三个交易日走低,恐蒸发逾3,000亿美元的市值。目前英伟达市值低于微软和苹果。不过,短期下跌不算什么。年初至今,英伟达股价涨幅高达156%。相比之下,标普500指数和纳斯达克指数分别上涨15%和18%;而芯片制造商超微半导体今年上涨9%,英特尔年内下跌38%。消息面上,英伟达CEO黄仁勋近期在出售公司股票——6月13日-6月18日共计售出48万股,总价值6310万美元,平均每股价格131.42美元。3月14日,黄仁勋通过10b5-1规则交易安排,将在2025年3月31日前出售最多60万股普通股。分析师如何看待?总体而言,华尔街分析师对英伟达仍持乐观态度——即使该股未来会出现下跌。根据FactSet数据,多数分析师将英伟达股票评级为“买入”,平均目标价127.39美元。《巴伦周刊》副主编埃里克·萨维茨 (Eric Savitz) 认为,英伟达的反弹“不可持续”。“英伟达市值已经超过全球任何一家公司。如果再上涨20%,该股市值将达到4万亿美元,这是前所未有的里程碑。现在是时候冷静一下了。”萨维茨写道。萨维茨进一步补充:“英伟达的预期市盈率从去年底约25倍上涨至当前45倍。而根据华尔街预计,该股市盈率应为2026年1月财年预期收入的20倍。”“英伟达股价在3月初出现过类似走势,导致其股价短暂回调20%。”Renaissance Macro Research分析师凯文·丹普特(Kevin Dempter)表示,类似的20%调整将使英伟达股价回到6月初的110美元左右水平。也有分析师继续看涨英伟达。美银证券(BofA Securities)分析师维韦克·阿里亚 (Vivek Arya) 认为,英伟达股价的任何波动都将是暂时的。英伟达股价的大幅上涨……可能使其容易受到短期获利回吐的影响。阿里亚维持英伟达股票150美元目标价和“买入”评级,并称其为“首选”。他表示,人工智能硬件销售可能处于3-5年周期的第二阶段。此外,英伟达下一代AI芯片Blackwell即将到来,越来越多的芯片制造商正从软件服务中获利。科技股或受冲击英伟达股价波动将影响整个市场。目前,英伟达、微软(MSFT)、苹果(AAPL)总市值占标普500指数20%的份额。其中,英伟达市值占比约为7%。《巴伦周刊》高级市场分析作者保罗·拉莫尼卡(Paul La Monicas)指出,鉴于英伟达对标普500指数的影响巨大。如果该股回调将损害投资组合,对科技行业产生冲击——特别是如果公司暗示其半导体需求放缓的情况下。一方面,微软、亚马逊(AMZN)、Alphabet(GOOGL)和 Meta(META)都是英伟达的大客户;另一方面,作为科技行业领头羊,英伟达任何疲软可能波及其他人工智能企业,例如超微电脑(SMCI)和戴尔(DELL)。“如果英伟达或其他大型科技公司出现负面消息,整个市场都会崩溃。”风险管理公司SimCorp应用研究总经理梅丽莎·布朗 (Melissa Brown) 表示,低波动性给投资者带来了一种虚假的安全感。人们不知道还能买什么,因此纷纷涌入科技和其他人工智能相关业务的交易,例如电力服务和数据中心。“从历史经验来看,当市场集中度达到当前程度,并且某只股票或板块占据主导地位时,通常都不会产生‘好的结果’。”布朗坦言。不过,有观点认为,只要英伟达的收入和利润以健康速度增长,公司及其他科技股就会继续攀升。毕竟,当前科技领军企业都是盈利的。尽管估值昂贵,但它们的估值低于思科系统(CSCO)等公司在2000年初(互联网泡沫破裂之前)估值。“我们可能太快地回想起2000年初的情景。”Ritholtz Wealth Management首席市场策略师卡莉·考克斯(Callie Cox)对《巴伦周刊》表示,科技行业表现强劲,人工智能并不是一个疯狂的故事,英伟达也将不断提高其收入预期。但她也补充道,当前科技股集中度确实偏高,市场可能很快出现10%的回调。结语由于市场不确定性,投资者需要更加多元化的配置。大型科技公司估值高得惊人,标普500指数、纳斯达克100指数等主要加权指数可能无法提供足够的差异化选择。Acadian投资组合经理卢卡斯·波莫斯基(Lukasz Pomorski)表示,即使你认为“科技七巨头”的股票定价是合理的,也并不意味着只有它们才最重要。人们常说“这次会不同”——即使真的有点不同,模式依旧是相似的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296921840046184,"gmtCreate":1713519529758,"gmtModify":1713520630830,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"title":"竞猜赢虎币 ,寻找实盘收益王","htmlText":"查看详情:<a href=\"https://tigr.link/7psVdY\">竞猜赢虎币 ,寻找实盘收益王</a> 快来参与竞猜赢虎币活动,寻找你心中的实盘收益王,邀请好友最多可得250枚虎币 此帖仅开放于中国大陆用户","listText":"查看详情:<a href=\"https://tigr.link/7psVdY\">竞猜赢虎币 ,寻找实盘收益王</a> 快来参与竞猜赢虎币活动,寻找你心中的实盘收益王,邀请好友最多可得250枚虎币 此帖仅开放于中国大陆用户","text":"查看详情:竞猜赢虎币 ,寻找实盘收益王 快来参与竞猜赢虎币活动,寻找你心中的实盘收益王,邀请好友最多可得250枚虎币 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/f22c491ee8ae08f0d36ded0795f1fe33"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296921840046184","isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":286712985968808,"gmtCreate":1711018454624,"gmtModify":1711026960560,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"title":"竞猜赢虎币 ,寻找实盘收益王","htmlText":"查看详情:<a href=\"https://tigr.link/6ZfeWa\">竞猜赢虎币 ,寻找实盘收益王</a> 快来参与竞猜赢虎币活动,寻找你心中的实盘收益王,邀请好友最多可得250枚虎币 此帖仅开放于中国大陆用户","listText":"查看详情:<a href=\"https://tigr.link/6ZfeWa\">竞猜赢虎币 ,寻找实盘收益王</a> 快来参与竞猜赢虎币活动,寻找你心中的实盘收益王,邀请好友最多可得250枚虎币 此帖仅开放于中国大陆用户","text":"查看详情:竞猜赢虎币 ,寻找实盘收益王 快来参与竞猜赢虎币活动,寻找你心中的实盘收益王,邀请好友最多可得250枚虎币 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/f22c491ee8ae08f0d36ded0795f1fe33"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286712985968808","isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":250165688774944,"gmtCreate":1702092700304,"gmtModify":1702096585849,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"我在2023年的收益率已超过80%,相比年初的预期,虽有惊喜,但也符合对所持股票的长期预期。如果说超预期的,可能是股价兑现的时间,但时间往往也是最难预期的。 回顾2023年,**作最失败的股票是FNGU。在七八月份从200回落至143的过程中,作出止损操作,造成该股上的盈利大幅回吐。我年内在这支股票操作较多,虽然总体收益为正,但由于投入产出比不佳,近期已放弃这支股票的操作。 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我对2024年市场并无特殊期望。市场永远充满变数,我从不对市场做出预测。我只是一个观察者,做好风控,耐心持有自己看好的公司股票而已。","images":[{"img":"https://static.tigerbbs.com/4a56c5937d05d136cdc9a85f4a6f7c15"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/250165688774944","repostId":"249584209281080","repostType":1,"repost":{"id":249584209281080,"gmtCreate":1701938824516,"gmtModify":1702005802017,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/4f487d6799e86204e80dfde72e6040c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"【股市时光机】假如时光倒流,哪些投资决策会改变?","htmlText":"股市就像一次跌宕起伏的梦想之旅,我们无时无刻不在应对扑朔迷离的行情,做出惊心动魄的抉择。时至年末,就让时光逆流到那些按下交易键的瞬间,回味暴涨的激爽,也咀嚼“错失”与“踩雷”的遗憾。在2023年即将结束之际,小虎君号召虎友们分享过去一年的投资经历,将宝贵的经验、教训、心得、感悟刻入时光,不负曾经。 活动期间,我们准备了诱人的奖励,包括虎币、股票优惠券和神秘的老虎周边等丰富品类。用你的故事,来换大家的共鸣与喝彩吧。【参与方式】在本帖评论区留言 或者在“<a href=\"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={"themeId":"98e106332987453a927c67a6e1dc4351","type":0}\" target=\"_blank\">股市时光机</a>”主题下发帖,题材不限,如果不知道怎么写,可以参考以下任一角度:你在2023年的收益率如何?是否达到了目标?回顾2023年最超预期的股票 和最让你失望的股票是哪一个?假如时光倒流,你在2023年哪些投资决策会改变?你对2024年有哪些期望?友情提示:篇幅长的虎友可以在发帖时选择“写长帖’ 也可以使用老虎社区网页发帖可支持多图及长文格式哦:www.laohu8.com【活动奖品】为了鼓励您的参与,我们准备了丰厚的奖品!凡是参加活动,发表观点大于30字即可领取10虎币的阳光普照奖。一等奖:50美元代金券(5个)二等奖:20美元股票代金券(10个)三等奖:5美元股票代金券(20个)此外,我们还将从所有参与复盘活动的虎友中随机抽选出20名征文内容优质的幸运虎友,赠送我们最新款的周边商品。数量有限,先到先得哦!【评奖规则】客观评分(50%):根据文章的字数、阅读、转","listText":"股市就像一次跌宕起伏的梦想之旅,我们无时无刻不在应对扑朔迷离的行情,做出惊心动魄的抉择。时至年末,就让时光逆流到那些按下交易键的瞬间,回味暴涨的激爽,也咀嚼“错失”与“踩雷”的遗憾。在2023年即将结束之际,小虎君号召虎友们分享过去一年的投资经历,将宝贵的经验、教训、心得、感悟刻入时光,不负曾经。 活动期间,我们准备了诱人的奖励,包括虎币、股票优惠券和神秘的老虎周边等丰富品类。用你的故事,来换大家的共鸣与喝彩吧。【参与方式】在本帖评论区留言 或者在“<a href=\"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={"themeId":"98e106332987453a927c67a6e1dc4351","type":0}\" target=\"_blank\">股市时光机</a>”主题下发帖,题材不限,如果不知道怎么写,可以参考以下任一角度:你在2023年的收益率如何?是否达到了目标?回顾2023年最超预期的股票 和最让你失望的股票是哪一个?假如时光倒流,你在2023年哪些投资决策会改变?你对2024年有哪些期望?友情提示:篇幅长的虎友可以在发帖时选择“写长帖’ 也可以使用老虎社区网页发帖可支持多图及长文格式哦:www.laohu8.com【活动奖品】为了鼓励您的参与,我们准备了丰厚的奖品!凡是参加活动,发表观点大于30字即可领取10虎币的阳光普照奖。一等奖:50美元代金券(5个)二等奖:20美元股票代金券(10个)三等奖:5美元股票代金券(20个)此外,我们还将从所有参与复盘活动的虎友中随机抽选出20名征文内容优质的幸运虎友,赠送我们最新款的周边商品。数量有限,先到先得哦!【评奖规则】客观评分(50%):根据文章的字数、阅读、转","text":"股市就像一次跌宕起伏的梦想之旅,我们无时无刻不在应对扑朔迷离的行情,做出惊心动魄的抉择。时至年末,就让时光逆流到那些按下交易键的瞬间,回味暴涨的激爽,也咀嚼“错失”与“踩雷”的遗憾。在2023年即将结束之际,小虎君号召虎友们分享过去一年的投资经历,将宝贵的经验、教训、心得、感悟刻入时光,不负曾经。 活动期间,我们准备了诱人的奖励,包括虎币、股票优惠券和神秘的老虎周边等丰富品类。用你的故事,来换大家的共鸣与喝彩吧。【参与方式】在本帖评论区留言 或者在“股市时光机”主题下发帖,题材不限,如果不知道怎么写,可以参考以下任一角度:你在2023年的收益率如何?是否达到了目标?回顾2023年最超预期的股票 和最让你失望的股票是哪一个?假如时光倒流,你在2023年哪些投资决策会改变?你对2024年有哪些期望?友情提示:篇幅长的虎友可以在发帖时选择“写长帖’ 也可以使用老虎社区网页发帖可支持多图及长文格式哦:www.laohu8.com【活动奖品】为了鼓励您的参与,我们准备了丰厚的奖品!凡是参加活动,发表观点大于30字即可领取10虎币的阳光普照奖。一等奖:50美元代金券(5个)二等奖:20美元股票代金券(10个)三等奖:5美元股票代金券(20个)此外,我们还将从所有参与复盘活动的虎友中随机抽选出20名征文内容优质的幸运虎友,赠送我们最新款的周边商品。数量有限,先到先得哦!【评奖规则】客观评分(50%):根据文章的字数、阅读、转","images":[{"img":"https://static.tigerbbs.com/667c28c9d87ec7ab138b97d4741d3800","width":"840","height":"540"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/249584209281080","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3463057643110414","authorId":"3463057643110414","name":"躺平躺到地狱了","avatar":"https://static.tigerbbs.com/a5631398706333ec0e71a2194d3b45cc","crmLevel":2,"crmLevelSwitch":1},"content":"元旦快乐!感谢支持!祝:2024年交大运,发大财!","text":"元旦快乐!感谢支持!祝:2024年交大运,发大财!","html":"元旦快乐!感谢支持!祝:2024年交大运,发大财!"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":242305662140624,"gmtCreate":1700177992755,"gmtModify":1700185921917,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"完成发帖任务。","listText":"完成发帖任务。","text":"完成发帖任务。","images":[{"img":"https://static.tigerbbs.com/9dd62454b04ff0380728bb9b6008b818","width":"1002","height":"1121"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/242305662140624","isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":607193706,"gmtCreate":1639494966235,"gmtModify":1639494966235,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Good job!","listText":"Good job!","text":"Good job!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607193706","repostId":"2191813519","repostType":2,"repost":{"id":"2191813519","pubTimestamp":1639422000,"share":"https://www.laohu8.com/m/news/2191813519?lang=&edition=full","pubTime":"2021-12-14 03:00","market":"us","language":"en","title":"Uber Eats Makes Food Delivery To Outer Space","url":"https://stock-news.laohu8.com/highlight/detail?id=2191813519","media":"PR Newswire","summary":"Uber Eats Helps Yusaku Maezawa Deliver Food to Astronauts at the International Space Station\nTOKYO, ","content":"<div>\n<p>Uber Eats Helps Yusaku Maezawa Deliver Food to Astronauts at the International Space Station\nTOKYO, Dec. 13, 2021 /PRNewswire/ -- Uber Technologies, Inc. (NYSE: UBER) today announced their first-ever ...</p>\n\n<a href=\"https://finance.yahoo.com/news/uber-eats-makes-food-delivery-190000954.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance","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>Uber Eats Makes Food Delivery To Outer Space</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\">\nUber Eats Makes Food Delivery To Outer Space\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-14 03:00 GMT+8 <a href=https://finance.yahoo.com/news/uber-eats-makes-food-delivery-190000954.html><strong>PR Newswire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Uber Eats Helps Yusaku Maezawa Deliver Food to Astronauts at the International Space Station\nTOKYO, Dec. 13, 2021 /PRNewswire/ -- Uber Technologies, Inc. (NYSE: UBER) today announced their first-ever ...</p>\n\n<a href=\"https://finance.yahoo.com/news/uber-eats-makes-food-delivery-190000954.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/y7LomR3cURb95q4CCVffqA--~B/aD0xNjt3PTE2O2FwcGlkPXl0YWNoeW9u/https://s.yimg.com/uu/api/res/1.2/xF_hRjTniK4Qr.eJAIozJQ--~B/aD0xNjt3PTE2O2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/prnewswire.com/59786c05d44d7df8da12ad053e675c35","relate_stocks":{"UBER":"优步","BK4536":"外卖概念","BK4503":"景林资产持仓","BK4535":"淡马锡持仓","BK4551":"寇图资本持仓","BK4022":"陆运","BK4505":"高瓴资本持仓","BK4550":"红杉资本持仓"},"source_url":"https://finance.yahoo.com/news/uber-eats-makes-food-delivery-190000954.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2191813519","content_text":"Uber Eats Helps Yusaku Maezawa Deliver Food to Astronauts at the International Space Station\nTOKYO, Dec. 13, 2021 /PRNewswire/ -- Uber Technologies, Inc. (NYSE: UBER) today announced their first-ever food delivery to outer space. Expanding the global company's footprint beyond earth's surface and into the thermosphere, Uber Eats became the first delivery platform to send food to the International Space Station. \nUber Eats teamed up with Japanese entrepreneur and delivery superfan, Yusaku Maezawa, to hand deliver beloved ready-to-eat canned Japanese dishes to the astronauts at the International Space Station as part of his 12-day orbit. This delivery was made on December 11 at 9:40am EST having traveled 248 miles and 8 hours and 34 minutes since Maezawa's departure from Earth.\n\"One small handoff for Yusaku Maezawa, one giant delivery for Uber Eats!\" said Uber CEO, Dara Khosrowshahi. \"We're over the moon to have helped make our first successful delivery to space. Our goal is to help people go anywhere and get anything, so we're proud to serve the astronauts at the International Space Station. Yusaku Maezawa gets a thumbs up on this delivery, even though it took a bit longer than the usual 30 minutes to arrive.\" \n\"Thank you for giving me the opportunity to handle Uber Eats' first food delivery to space,\" said Yusaku Maezawa. \"Uber Eats' initiative and sense of adventure is inspiring. I will never stop challenging myself, and I hope that everyone continues to do the same. Let's make the world a better place!\"\nWith dishes including boiled mackerel in miso, beef bowl cooked in sweet sauce, simmered chicken with bamboo shoots, and braised pork, Uber Eats and Maezawa treated the astronauts to a delicious meal that was a welcome break from standard space food. \nAdding rocketship to the list of ways that delivery people reach customers, Uber Eats is offering $10 off $20+ orders to the first 24,800 people with promo code SPACEFOOD to celebrate the distance from Earth to the ISS. The promo is available from December 13-19, 2021.\nAbout UberUber's mission is to create opportunity through movement. We started in 2010 to solve a simple problem: how do you get access to a ride at the touch of a button? More than 15 billion trips later, we're building products to get people closer to where they want to be. By changing how people, food, and things move through cities, Uber is a platform that opens up the world to new possibilities.\nContact: press@uber.com \n View original content:https://www.prnewswire.com/news-releases/uber-eats-makes-food-delivery-to-outer-space-301443365.html\nSOURCE Uber","news_type":1},"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":166877188,"gmtCreate":1624004394344,"gmtModify":1624004394344,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"[弱]","listText":"[弱]","text":"[弱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166877188","repostId":"1197160756","repostType":2,"repost":{"id":"1197160756","pubTimestamp":1623980251,"share":"https://www.laohu8.com/m/news/1197160756?lang=&edition=full","pubTime":"2021-06-18 09:37","market":"us","language":"en","title":"1 Big Reason to Dump AMD and Buy NVIDIA","url":"https://stock-news.laohu8.com/highlight/detail?id=1197160756","media":"Motley Fool","summary":"The graphics specialist enjoys a huge advantage over its smaller rival in an important market.","content":"<p><b>NVIDIA</b> (NASDAQ:NVDA) has been ruling the roost in the discrete graphics processing unit (GPU) market, despite the best efforts of <b>Advanced Micro Devices</b>(NASDAQ:AMD) to gain share in this highly lucrative space. And NVIDIA is showing no signs of losing its grip over the graphics card market, according to the latest market share numbers provided by Jon Peddie Research.</p>\n<p>Let's see why that bodes well for NVIDIA, and makes it a better bet than arch-rival AMD.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94007897775e469423cc8a3d1e55440d\" tg-width=\"700\" tg-height=\"393\"><span>IMAGE SOURCE: GETTY IMAGES</span></p>\n<p><b>NVIDIA stamps its authority on graphics cards once again</b></p>\n<p>NVIDIA finished 2020 with 82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase over the year-ago period's market share of 75%.</p>\n<p>AMD, on the other hand, lost market share for yet another quarter. The company has been losing ground to NVIDIA since the latter launched the RTX 30 series cards toward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs were making a nice dent in NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.</p>\n<p><b>NVIDIA stamps its authority on graphics cards once again</b></p>\n<p>NVIDIAfinished 2020 with82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase over the year-ago period's market share of 75%.</p>\n<p>AMD, on the other hand, lost market share for yet another quarter. The company has been losing ground to NVIDIA since the latter launched theRTX 30 series cardstoward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs weremaking a nice dentin NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.</p>\n<p>Jon Peddie Research estimates that discrete GPU shipments shot up 24.4% year-over-year. The market generated $12.5 billion in revenue in Q1, a 370% spike over the prior-year period, thanks to a jump in the average selling prices (ASPs) triggered by huge demand and short supply. NVIDIA's massive market share means that it has won big from this spike, which is reflected in its Q1 performance.</p>\n<p>NVIDIA's gaming revenue more than doubled year-over-year in the first quarter of fiscal 2022 to $2.76 billion. AMD's computing and graphics segment, which also includes the sales of its Ryzen desktop and notebook processors, grew at a relatively slower pace of 46% year-over-year to $2.1 billion in Q1.</p>\n<p>Jon Peddie Research estimates that the discrete GPU market could be worth $54 billion by 2025, compared to $23.6 billion last year. NVIDIA's dominant position should allow it to corner a substantial portion of that pie in the future, especially considering its moves to strengthen its position.</p>\n<p><b>AMD's resistance may not be enough</b></p>\n<p>AMD has been trying to put up a fight against NVIDIA, and it did show some progress last quarter, registering a quarter-over-quarter market share gain of one percentage point. However, AMD is now looking to raise its game with a new technology, the FidelityFX Super Resolution (FSR). This will compete with NVIDIA's deep learning super sampling (DLSS) image upscaling technology, which helps games look better and run smoother.</p>\n<p>AMD's internal tests claim that its new tech can help games run at 59% higher frame rates on ultra-quality settings. The chipmaker also claims that FSR could increase gaming performance by 2.5 times in certain titles using the performance setting. In addition, AMD says that FSR supports a wide range of hardware that includes more than 100 processors and graphics cards thanks to its open-source nature.</p>\n<p>FSR will launch on June 22, and it could give AMD a nice boost in the GPU market. However, only time will tell if the new technology will translate into sales for AMD, given that its rival's DLSS tech is already in its second generation.</p>\n<p>However, it is worth noting that NVIDIA is trying to cover as much of the GPU market as possible with new launches. The company recently released the RTX 3080 Ti and the RTX 3070 Ti GPUs, priced at $1,199 and $599, respectively. NVIDIA is giving users of older graphics cards a solid reason to upgrade with these cards. It claims that the RTX 3080 Ti is twice as fast as the older GTX 1080 Ti, while the RTX 3070 Ti delivers 1.5x the performance of the RTX 2070 Super.</p>\n<p>NVIDIA is also stepping up its game in the laptop market with the launch of entry-level graphics cards. The company now offers more than 140 laptop models powered by the RTX 30 cards across a wide range of prices. This puts NVIDIA in a solid position in the fast-growing gaming laptop market, which is expected to hit $15.6 billion in revenue by 2027, compared to $9 billion in 2019.</p>\n<p>All of this indicates that NVIDIA's gaming business could sustain its terrific levels of growth for a long time to come, especially considering that a huge chunk of gamers have yet to upgrade to its latest cards.</p>\n<p>Meanwhile, the growth of AMD's gaming business is nowhere close to NVIDIA's, and the situation is unlikely to change given the latter's supremacy in this space. That's why investors looking to take advantage of the booming market for discrete graphics cards and add a top growth stock to their portfolios should choose NVIDIA. Gaming is its largest source of revenue, and this business could stay red-hot for a long time.</p>","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>1 Big Reason to Dump AMD and Buy NVIDIA</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\">\n1 Big Reason to Dump AMD and Buy NVIDIA\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:37 GMT+8 <a href=https://www.fool.com/investing/2021/06/17/1-big-reason-to-dump-amd-and-buy-nvidia/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NVIDIA (NASDAQ:NVDA) has been ruling the roost in the discrete graphics processing unit (GPU) market, despite the best efforts of Advanced Micro Devices(NASDAQ:AMD) to gain share in this highly ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/17/1-big-reason-to-dump-amd-and-buy-nvidia/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/06/17/1-big-reason-to-dump-amd-and-buy-nvidia/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197160756","content_text":"NVIDIA (NASDAQ:NVDA) has been ruling the roost in the discrete graphics processing unit (GPU) market, despite the best efforts of Advanced Micro Devices(NASDAQ:AMD) to gain share in this highly lucrative space. And NVIDIA is showing no signs of losing its grip over the graphics card market, according to the latest market share numbers provided by Jon Peddie Research.\nLet's see why that bodes well for NVIDIA, and makes it a better bet than arch-rival AMD.\nIMAGE SOURCE: GETTY IMAGES\nNVIDIA stamps its authority on graphics cards once again\nNVIDIA finished 2020 with 82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase over the year-ago period's market share of 75%.\nAMD, on the other hand, lost market share for yet another quarter. The company has been losing ground to NVIDIA since the latter launched the RTX 30 series cards toward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs were making a nice dent in NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.\nNVIDIA stamps its authority on graphics cards once again\nNVIDIAfinished 2020 with82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase over the year-ago period's market share of 75%.\nAMD, on the other hand, lost market share for yet another quarter. The company has been losing ground to NVIDIA since the latter launched theRTX 30 series cardstoward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs weremaking a nice dentin NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.\nJon Peddie Research estimates that discrete GPU shipments shot up 24.4% year-over-year. The market generated $12.5 billion in revenue in Q1, a 370% spike over the prior-year period, thanks to a jump in the average selling prices (ASPs) triggered by huge demand and short supply. NVIDIA's massive market share means that it has won big from this spike, which is reflected in its Q1 performance.\nNVIDIA's gaming revenue more than doubled year-over-year in the first quarter of fiscal 2022 to $2.76 billion. AMD's computing and graphics segment, which also includes the sales of its Ryzen desktop and notebook processors, grew at a relatively slower pace of 46% year-over-year to $2.1 billion in Q1.\nJon Peddie Research estimates that the discrete GPU market could be worth $54 billion by 2025, compared to $23.6 billion last year. NVIDIA's dominant position should allow it to corner a substantial portion of that pie in the future, especially considering its moves to strengthen its position.\nAMD's resistance may not be enough\nAMD has been trying to put up a fight against NVIDIA, and it did show some progress last quarter, registering a quarter-over-quarter market share gain of one percentage point. However, AMD is now looking to raise its game with a new technology, the FidelityFX Super Resolution (FSR). This will compete with NVIDIA's deep learning super sampling (DLSS) image upscaling technology, which helps games look better and run smoother.\nAMD's internal tests claim that its new tech can help games run at 59% higher frame rates on ultra-quality settings. The chipmaker also claims that FSR could increase gaming performance by 2.5 times in certain titles using the performance setting. In addition, AMD says that FSR supports a wide range of hardware that includes more than 100 processors and graphics cards thanks to its open-source nature.\nFSR will launch on June 22, and it could give AMD a nice boost in the GPU market. However, only time will tell if the new technology will translate into sales for AMD, given that its rival's DLSS tech is already in its second generation.\nHowever, it is worth noting that NVIDIA is trying to cover as much of the GPU market as possible with new launches. The company recently released the RTX 3080 Ti and the RTX 3070 Ti GPUs, priced at $1,199 and $599, respectively. NVIDIA is giving users of older graphics cards a solid reason to upgrade with these cards. It claims that the RTX 3080 Ti is twice as fast as the older GTX 1080 Ti, while the RTX 3070 Ti delivers 1.5x the performance of the RTX 2070 Super.\nNVIDIA is also stepping up its game in the laptop market with the launch of entry-level graphics cards. The company now offers more than 140 laptop models powered by the RTX 30 cards across a wide range of prices. This puts NVIDIA in a solid position in the fast-growing gaming laptop market, which is expected to hit $15.6 billion in revenue by 2027, compared to $9 billion in 2019.\nAll of this indicates that NVIDIA's gaming business could sustain its terrific levels of growth for a long time to come, especially considering that a huge chunk of gamers have yet to upgrade to its latest cards.\nMeanwhile, the growth of AMD's gaming business is nowhere close to NVIDIA's, and the situation is unlikely to change given the latter's supremacy in this space. That's why investors looking to take advantage of the booming market for discrete graphics cards and add a top growth stock to their portfolios should choose NVIDIA. Gaming is its largest source of revenue, and this business could stay red-hot for a long time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347262319,"gmtCreate":1618497316331,"gmtModify":1618497316331,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QS\">$Quantumscape Corp.(QS)$</a>前雇员抱怨汇总,这也能搞个报告[捂脸]","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QS\">$Quantumscape Corp.(QS)$</a>前雇员抱怨汇总,这也能搞个报告[捂脸]","text":"$Quantumscape Corp.(QS)$前雇员抱怨汇总,这也能搞个报告[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/347262319","isVote":1,"tweetType":1,"viewCount":2693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364297753,"gmtCreate":1614852836972,"gmtModify":1703481981924,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"强","listText":"强","text":"强","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364297753","repostId":"2116575950","repostType":2,"repost":{"id":"2116575950","pubTimestamp":1614845340,"share":"https://www.laohu8.com/m/news/2116575950?lang=&edition=full","pubTime":"2021-03-04 16:09","market":"hk","language":"zh","title":"DRAM供应持续紧张 美光上调业绩预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2116575950","media":"第一财经","summary":"当地时间3月3日,存储巨头美光科技上调2021财年第二财季(截至2021年3月4日)业绩预期。美光预计该季度营收为62亿至62.5亿美元,较此前预计的56亿至60亿美元高;每股收益为51至56美分,高...","content":"<div>\n<p>原标题:DRAM供应持续紧张,美光上调业绩预期\r\n \n 当地时间3月3日,存储巨头美光科技上调2021财年第二财季(截至2021年3月4日)业绩预期。美光预计该季度营收为62亿至62.5亿美元,较此前预计的56亿至60亿美元高;每股收益为51至56美分,高于此前估计的34至48美分。 存储器供应持续紧缺。美光CFO David Zinsner在摩根士丹利TMT会议上表示,...</p>\n\n<a href=\"http://stock.eastmoney.com/a/202103041830618418.html\">Web Link</a>\n\n</div>\n","source":"stock_eastmoney","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>DRAM供应持续紧张 美光上调业绩预期</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\">\nDRAM供应持续紧张 美光上调业绩预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-04 16:09 北京时间 <a href=http://stock.eastmoney.com/a/202103041830618418.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:DRAM供应持续紧张,美光上调业绩预期\r\n \n 当地时间3月3日,存储巨头美光科技上调2021财年第二财季(截至2021年3月4日)业绩预期。美光预计该季度营收为62亿至62.5亿美元,较此前预计的56亿至60亿美元高;每股收益为51至56美分,高于此前估计的34至48美分。 存储器供应持续紧缺。美光CFO David Zinsner在摩根士丹利TMT会议上表示,...</p>\n\n<a href=\"http://stock.eastmoney.com/a/202103041830618418.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/fab3e6da33eab070d39ea5ddbb760010","relate_stocks":{"MU":"美光科技"},"source_url":"http://stock.eastmoney.com/a/202103041830618418.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2116575950","content_text":"原标题:DRAM供应持续紧张,美光上调业绩预期\r\n \n 当地时间3月3日,存储巨头美光科技上调2021财年第二财季(截至2021年3月4日)业绩预期。美光预计该季度营收为62亿至62.5亿美元,较此前预计的56亿至60亿美元高;每股收益为51至56美分,高于此前估计的34至48美分。 存储器供应持续紧缺。美光CFO David Zinsner在摩根士丹利TMT会议上表示,存储供应持续紧张,特别是DRAM。他称,公司库存将减少。 在1月财报会上,美光CEO Sanjay Mehrotra表示:“我们相信DRAM已走出行业周期的最低谷。随着全球持续的数字化经济发展,以及在智能\" target=\"_blank\" web=\"1\">人工智能、云计算、5G和智能边缘(包括智能汽车)的推动下,预计2021年(自然年)DRAM将有所改善。” 市场调研机构IC Insights最新报告也显示,2020年存储依旧是半导体成长最快的品类。其中,DRAM市场预计为652亿美元,在31种集成电路产品中名列第一,NAND闪存以551.5亿美元位列第二,但涨幅最高,达25%。 David Zinsner表示,公司DRAM销量和平均价格好于预期;NAND销量超出预期,价格与内部预测基本一致。“在DRAM方面,我们将面临今年供应紧张的挑战,并试图满足云计算和其他市场的需求。” 在被问到此次DRAM景气度将持续多久时,David Zinsner认为,至少可以持续到今年。从需求看,不同的终端市场将拉动对DRAM的需求,这将持续多年,智能手机、云计算、汽车、工业、物联网、图形应用等领域都增加了DRAM的用量,“我们看到需求非常健康,主要取决于供应。我们预期,今年行业供不应求。因此,毫无疑问,DRAM市场将非常强劲。”他称,供应紧张的局面将至少持续一年。 集邦咨询表示,存储器价格在去年底落底后,买方库存压力与供过于求的市况已逐渐恢复平稳;随着价格逼近历史低点,买方采购意愿亦逐渐由被动转为积极。此外,疫情衍生的新生活常态,上云动能持续推动下,数据中心需求在今年第一季后会陆续增温,且将延续至下半年。 然而,从供给面来看,今年DRAM原厂在扩厂计划上相对保守,普遍无新产能计划,加上DRAM市场的垄断格局,促使原厂在产能规划上均以获利为优先考量。 NAND闪存方面,Sanjay此前表示,预计2021年NAND的位元需求增长约为30%,而供应可能更高。 NAND市场在短期内具有挑战性,但是,需求将逐渐改善。“我们认为,如果供应商减缓产量增长,市场将在2021年稳定下来。” David Zinsner称,目前美光部分NAND业务已经稳定,“总体而言,主要取决于NAND厂商的资本支出,2021年将有多少位元上市,以及这将超出还是低于需求。NAND需求很好,增幅会高于DRAM,但是供应是很大的因素。” 集邦咨询3月3日报告表示,展望2021年第一季,供给端由于三星(Samsung)、长江存储(YMTC)积极扩产,以及各供应商均转进更高层数等影响,位元产出将显著增长。需求端方面,尽管笔电及智能手机品牌商备货动能延续,但仍因传统淡季而订单略有下修。此外,server与data center客户库存虽已大致回到健康水位,但尚未恢复采购动能,议价时供应商仍预期市场供过于求将会扩大,使合约价继续下跌。(文章来源:第一财经)\n\r\n (责任编辑:DF052)","news_type":1},"isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365984231,"gmtCreate":1614690040623,"gmtModify":1703479897532,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"送餐符合人的基本需求,因疫情而增多,但不会随疫情而消失。","listText":"送餐符合人的基本需求,因疫情而增多,但不会随疫情而消失。","text":"送餐符合人的基本需求,因疫情而增多,但不会随疫情而消失。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365984231","repostId":"362040060","repostType":1,"repost":{"id":362040060,"gmtCreate":1614578381850,"gmtModify":1703478409277,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"JMP Securities将DoorDash维持其股票“跑赢大盘”评级,目标价提高至195美元","htmlText":"美股研究社消息,JMP Securities将<a target=\"_blank\" href=\"https://laohu8.com/S/DASH\">$DoorDash, Inc.(DASH)$</a> 的目标价格从185美元提高至195美元 14:16 短跑 JMP Securities分析师罗纳德·乔西(Ronald Josey)将公司对DoorDash的目标价格从185美元上调至195美元,并维持其股票“跑赢大盘”评级。Josey说,他从公司第四季度报告中得出的主要结论是,公司的核心食品交付业务继续“表现得非常好”,并且他认为围绕食品交付的消费者行为趋势“将继续存在”。这位分析师补充说,DoorDash的长期前景是拥有超过100万个驱动程序的Dasher网络,这些网络可以“以更高的整体效率”交付订单。 本文来源:美股研究社,转载请注明版权","listText":"美股研究社消息,JMP Securities将<a target=\"_blank\" href=\"https://laohu8.com/S/DASH\">$DoorDash, Inc.(DASH)$</a> 的目标价格从185美元提高至195美元 14:16 短跑 JMP Securities分析师罗纳德·乔西(Ronald Josey)将公司对DoorDash的目标价格从185美元上调至195美元,并维持其股票“跑赢大盘”评级。Josey说,他从公司第四季度报告中得出的主要结论是,公司的核心食品交付业务继续“表现得非常好”,并且他认为围绕食品交付的消费者行为趋势“将继续存在”。这位分析师补充说,DoorDash的长期前景是拥有超过100万个驱动程序的Dasher网络,这些网络可以“以更高的整体效率”交付订单。 本文来源:美股研究社,转载请注明版权","text":"美股研究社消息,JMP Securities将$DoorDash, Inc.(DASH)$ 的目标价格从185美元提高至195美元 14:16 短跑 JMP Securities分析师罗纳德·乔西(Ronald Josey)将公司对DoorDash的目标价格从185美元上调至195美元,并维持其股票“跑赢大盘”评级。Josey说,他从公司第四季度报告中得出的主要结论是,公司的核心食品交付业务继续“表现得非常好”,并且他认为围绕食品交付的消费者行为趋势“将继续存在”。这位分析师补充说,DoorDash的长期前景是拥有超过100万个驱动程序的Dasher网络,这些网络可以“以更高的整体效率”交付订单。 本文来源:美股研究社,转载请注明版权","images":[{"img":"https://static.tigerbbs.com/dcb63d47adf53fb19f171ef6ce140d2a","width":"571","height":"300"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362040060","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":250165688774944,"gmtCreate":1702092700304,"gmtModify":1702096585849,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"我在2023年的收益率已超过80%,相比年初的预期,虽有惊喜,但也符合对所持股票的长期预期。如果说超预期的,可能是股价兑现的时间,但时间往往也是最难预期的。 回顾2023年,**作最失败的股票是FNGU。在七八月份从200回落至143的过程中,作出止损操作,造成该股上的盈利大幅回吐。我年内在这支股票操作较多,虽然总体收益为正,但由于投入产出比不佳,近期已放弃这支股票的操作。 假如时光倒流,我在2023年会更加克制短线交易的冲动。 我对2024年市场并无特殊期望。市场永远充满变数,我从不对市场做出预测。我只是一个观察者,做好风控,耐心持有自己看好的公司股票而已。","listText":"我在2023年的收益率已超过80%,相比年初的预期,虽有惊喜,但也符合对所持股票的长期预期。如果说超预期的,可能是股价兑现的时间,但时间往往也是最难预期的。 回顾2023年,**作最失败的股票是FNGU。在七八月份从200回落至143的过程中,作出止损操作,造成该股上的盈利大幅回吐。我年内在这支股票操作较多,虽然总体收益为正,但由于投入产出比不佳,近期已放弃这支股票的操作。 假如时光倒流,我在2023年会更加克制短线交易的冲动。 我对2024年市场并无特殊期望。市场永远充满变数,我从不对市场做出预测。我只是一个观察者,做好风控,耐心持有自己看好的公司股票而已。","text":"我在2023年的收益率已超过80%,相比年初的预期,虽有惊喜,但也符合对所持股票的长期预期。如果说超预期的,可能是股价兑现的时间,但时间往往也是最难预期的。 回顾2023年,**作最失败的股票是FNGU。在七八月份从200回落至143的过程中,作出止损操作,造成该股上的盈利大幅回吐。我年内在这支股票操作较多,虽然总体收益为正,但由于投入产出比不佳,近期已放弃这支股票的操作。 假如时光倒流,我在2023年会更加克制短线交易的冲动。 我对2024年市场并无特殊期望。市场永远充满变数,我从不对市场做出预测。我只是一个观察者,做好风控,耐心持有自己看好的公司股票而已。","images":[{"img":"https://static.tigerbbs.com/4a56c5937d05d136cdc9a85f4a6f7c15"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/250165688774944","repostId":"249584209281080","repostType":1,"repost":{"id":249584209281080,"gmtCreate":1701938824516,"gmtModify":1702005802017,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/4f487d6799e86204e80dfde72e6040c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"【股市时光机】假如时光倒流,哪些投资决策会改变?","htmlText":"股市就像一次跌宕起伏的梦想之旅,我们无时无刻不在应对扑朔迷离的行情,做出惊心动魄的抉择。时至年末,就让时光逆流到那些按下交易键的瞬间,回味暴涨的激爽,也咀嚼“错失”与“踩雷”的遗憾。在2023年即将结束之际,小虎君号召虎友们分享过去一年的投资经历,将宝贵的经验、教训、心得、感悟刻入时光,不负曾经。 活动期间,我们准备了诱人的奖励,包括虎币、股票优惠券和神秘的老虎周边等丰富品类。用你的故事,来换大家的共鸣与喝彩吧。【参与方式】在本帖评论区留言 或者在“<a href=\"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={"themeId":"98e106332987453a927c67a6e1dc4351","type":0}\" target=\"_blank\">股市时光机</a>”主题下发帖,题材不限,如果不知道怎么写,可以参考以下任一角度:你在2023年的收益率如何?是否达到了目标?回顾2023年最超预期的股票 和最让你失望的股票是哪一个?假如时光倒流,你在2023年哪些投资决策会改变?你对2024年有哪些期望?友情提示:篇幅长的虎友可以在发帖时选择“写长帖’ 也可以使用老虎社区网页发帖可支持多图及长文格式哦:www.laohu8.com【活动奖品】为了鼓励您的参与,我们准备了丰厚的奖品!凡是参加活动,发表观点大于30字即可领取10虎币的阳光普照奖。一等奖:50美元代金券(5个)二等奖:20美元股票代金券(10个)三等奖:5美元股票代金券(20个)此外,我们还将从所有参与复盘活动的虎友中随机抽选出20名征文内容优质的幸运虎友,赠送我们最新款的周边商品。数量有限,先到先得哦!【评奖规则】客观评分(50%):根据文章的字数、阅读、转","listText":"股市就像一次跌宕起伏的梦想之旅,我们无时无刻不在应对扑朔迷离的行情,做出惊心动魄的抉择。时至年末,就让时光逆流到那些按下交易键的瞬间,回味暴涨的激爽,也咀嚼“错失”与“踩雷”的遗憾。在2023年即将结束之际,小虎君号召虎友们分享过去一年的投资经历,将宝贵的经验、教训、心得、感悟刻入时光,不负曾经。 活动期间,我们准备了诱人的奖励,包括虎币、股票优惠券和神秘的老虎周边等丰富品类。用你的故事,来换大家的共鸣与喝彩吧。【参与方式】在本帖评论区留言 或者在“<a href=\"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={"themeId":"98e106332987453a927c67a6e1dc4351","type":0}\" target=\"_blank\">股市时光机</a>”主题下发帖,题材不限,如果不知道怎么写,可以参考以下任一角度:你在2023年的收益率如何?是否达到了目标?回顾2023年最超预期的股票 和最让你失望的股票是哪一个?假如时光倒流,你在2023年哪些投资决策会改变?你对2024年有哪些期望?友情提示:篇幅长的虎友可以在发帖时选择“写长帖’ 也可以使用老虎社区网页发帖可支持多图及长文格式哦:www.laohu8.com【活动奖品】为了鼓励您的参与,我们准备了丰厚的奖品!凡是参加活动,发表观点大于30字即可领取10虎币的阳光普照奖。一等奖:50美元代金券(5个)二等奖:20美元股票代金券(10个)三等奖:5美元股票代金券(20个)此外,我们还将从所有参与复盘活动的虎友中随机抽选出20名征文内容优质的幸运虎友,赠送我们最新款的周边商品。数量有限,先到先得哦!【评奖规则】客观评分(50%):根据文章的字数、阅读、转","text":"股市就像一次跌宕起伏的梦想之旅,我们无时无刻不在应对扑朔迷离的行情,做出惊心动魄的抉择。时至年末,就让时光逆流到那些按下交易键的瞬间,回味暴涨的激爽,也咀嚼“错失”与“踩雷”的遗憾。在2023年即将结束之际,小虎君号召虎友们分享过去一年的投资经历,将宝贵的经验、教训、心得、感悟刻入时光,不负曾经。 活动期间,我们准备了诱人的奖励,包括虎币、股票优惠券和神秘的老虎周边等丰富品类。用你的故事,来换大家的共鸣与喝彩吧。【参与方式】在本帖评论区留言 或者在“股市时光机”主题下发帖,题材不限,如果不知道怎么写,可以参考以下任一角度:你在2023年的收益率如何?是否达到了目标?回顾2023年最超预期的股票 和最让你失望的股票是哪一个?假如时光倒流,你在2023年哪些投资决策会改变?你对2024年有哪些期望?友情提示:篇幅长的虎友可以在发帖时选择“写长帖’ 也可以使用老虎社区网页发帖可支持多图及长文格式哦:www.laohu8.com【活动奖品】为了鼓励您的参与,我们准备了丰厚的奖品!凡是参加活动,发表观点大于30字即可领取10虎币的阳光普照奖。一等奖:50美元代金券(5个)二等奖:20美元股票代金券(10个)三等奖:5美元股票代金券(20个)此外,我们还将从所有参与复盘活动的虎友中随机抽选出20名征文内容优质的幸运虎友,赠送我们最新款的周边商品。数量有限,先到先得哦!【评奖规则】客观评分(50%):根据文章的字数、阅读、转","images":[{"img":"https://static.tigerbbs.com/667c28c9d87ec7ab138b97d4741d3800","width":"840","height":"540"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/249584209281080","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3463057643110414","authorId":"3463057643110414","name":"躺平躺到地狱了","avatar":"https://static.tigerbbs.com/a5631398706333ec0e71a2194d3b45cc","crmLevel":2,"crmLevelSwitch":1},"content":"元旦快乐!感谢支持!祝:2024年交大运,发大财!","text":"元旦快乐!感谢支持!祝:2024年交大运,发大财!","html":"元旦快乐!感谢支持!祝:2024年交大运,发大财!"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":242305662140624,"gmtCreate":1700177992755,"gmtModify":1700185921917,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"完成发帖任务。","listText":"完成发帖任务。","text":"完成发帖任务。","images":[{"img":"https://static.tigerbbs.com/9dd62454b04ff0380728bb9b6008b818","width":"1002","height":"1121"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/242305662140624","isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":347262319,"gmtCreate":1618497316331,"gmtModify":1618497316331,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QS\">$Quantumscape Corp.(QS)$</a>前雇员抱怨汇总,这也能搞个报告[捂脸]","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QS\">$Quantumscape Corp.(QS)$</a>前雇员抱怨汇总,这也能搞个报告[捂脸]","text":"$Quantumscape Corp.(QS)$前雇员抱怨汇总,这也能搞个报告[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/347262319","isVote":1,"tweetType":1,"viewCount":2693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320328327676168,"gmtCreate":1719237978104,"gmtModify":1719237979973,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"短期见顶","listText":"短期见顶","text":"短期见顶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320328327676168","repostId":"1180762062","repostType":2,"repost":{"id":"1180762062","pubTimestamp":1719234905,"share":"https://www.laohu8.com/m/news/1180762062?lang=&edition=full","pubTime":"2024-06-24 21:15","market":"us","language":"zh","title":"失守美股市值第一,英伟达是见顶还是回调?","url":"https://stock-news.laohu8.com/highlight/detail?id=1180762062","media":"巴伦中文","summary":"问鼎“美股市值第一”后,英伟达股价连续两个交易日出现下跌,6月21日收跌3.22%至126.57美元,周内跌幅约4%——结束了此前八周涨势。年初至今,英伟达股价涨幅高达156%。“英伟达股价在3月初出现过类似走势,导致其股价短暂回调20%。”科技股或受冲击英伟达股价波动将影响整个市场。其中,英伟达市值占比约为7%。不过,有观点认为,只要英伟达的收入和利润以健康速度增长,公司及其他科技股就会继续攀升。","content":"<html><head></head><body><blockquote><p>如果<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>或其他大型科技公司出现负面消息,整个市场都会崩溃。</p></blockquote><p style=\"text-align: justify;\">6月24日,英伟达股价周一一度下跌3.2%,连续第三个交易日走低,恐蒸发逾3,000亿美元的市值。目前英伟达市值低于微软和苹果。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/084afa00dd4b7092255b69f7aed0fa08\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">不过,短期下跌不算什么。年初至今,英伟达股价涨幅高达156%。相比之下,标普500指数和纳斯达克指数分别上涨15%和18%;而芯片制造商超微半导体今年上涨9%,<a href=\"https://laohu8.com/S/INTC\">英特尔</a>年内下跌38%。</p><p style=\"text-align: justify;\">消息面上,英伟达CEO黄仁勋近期在出售公司股票——6月13日-6月18日共计售出48万股,总价值6310万美元,平均每股价格131.42美元。3月14日,黄仁勋通过10b5-1规则交易安排,将在2025年3月31日前出售最多60万股普通股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf6901d10a300c0cf7dd8a651d54d029\" title=\"\" tg-width=\"1080\" tg-height=\"716\"/></p><p style=\"text-align: justify;\"><strong>分析师如何看待?</strong></p><p style=\"text-align: justify;\">总体而言,华尔街分析师对英伟达仍持乐观态度——即使该股未来会出现下跌。根据FactSet数据,多数分析师将英伟达股票评级为“买入”,平均目标价127.39美元。</p><p style=\"text-align: justify;\">《巴伦周刊》副主编埃里克·萨维茨 (Eric Savitz) 认为,英伟达的反弹“不可持续”。“英伟达市值已经超过全球任何一家公司。如果再上涨20%,该股市值将达到4万亿美元,这是前所未有的里程碑。现在是时候冷静一下了。”萨维茨写道。</p><p style=\"text-align: justify;\">萨维茨进一步补充:“英伟达的预期市盈率从去年底约25倍上涨至当前45倍。而根据华尔街预计,该股市盈率应为2026年1月财年预期收入的20倍。”</p><p style=\"text-align: justify;\">“英伟达股价在3月初出现过类似走势,导致其股价短暂回调20%。”Renaissance Macro Research分析师凯文·丹普特(Kevin Dempter)表示,类似的20%调整将使英伟达股价回到6月初的110美元左右水平。</p><p style=\"text-align: justify;\">也有分析师继续看涨英伟达。美银证券(BofA Securities)分析师维韦克·阿里亚 (Vivek Arya) 认为,英伟达股价的任何波动都将是暂时的。英伟达股价的大幅上涨……可能使其容易受到短期获利回吐的影响。</p><p style=\"text-align: justify;\">阿里亚维持英伟达股票150美元目标价和“买入”评级,并称其为“首选”。他表示,人工智能硬件销售可能处于3-5年周期的第二阶段。此外,英伟达下一代AI芯片Blackwell即将到来,越来越多的芯片制造商正从软件服务中获利。</p><p style=\"text-align: justify;\"><strong>科技股或受冲击</strong></p><p style=\"text-align: justify;\">英伟达股价波动将影响整个市场。目前,英伟达、<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT)、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL)总市值占标普500指数20%的份额。其中,英伟达市值占比约为7%。</p><p style=\"text-align: justify;\">《巴伦周刊》高级市场分析作者保罗·拉莫尼卡(Paul La Monicas)指出,鉴于英伟达对标普500指数的影响巨大。如果该股回调将损害投资组合,对科技行业产生冲击——特别是如果公司暗示其半导体需求放缓的情况下。</p><p style=\"text-align: justify;\">一方面,微软、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN)、Alphabet(GOOGL)和 Meta(META)都是英伟达的大客户;另一方面,作为科技行业领头羊,英伟达任何疲软可能波及其他人工智能企业,例如<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>(SMCI)和<a href=\"https://laohu8.com/S/DELL\">戴尔</a>(DELL)。</p><p style=\"text-align: justify;\">“如果英伟达或其他大型科技公司出现负面消息,整个市场都会崩溃。”风险管理公司SimCorp应用研究总经理梅丽莎·布朗 (Melissa Brown) 表示,低波动性给投资者带来了一种虚假的安全感。人们不知道还能买什么,因此纷纷涌入科技和其他人工智能相关业务的交易,例如电力服务和数据中心。</p><p style=\"text-align: justify;\">“从历史经验来看,当市场集中度达到当前程度,并且某只股票或板块占据主导地位时,通常都不会产生‘好的结果’。”布朗坦言。</p><p style=\"text-align: justify;\">不过,有观点认为,只要英伟达的收入和利润以健康速度增长,公司及其他科技股就会继续攀升。毕竟,当前科技领军企业都是盈利的。尽管估值昂贵,但它们的估值低于<a href=\"https://laohu8.com/S/CSCO\">思科</a>系统(CSCO)等公司在2000年初(互联网泡沫破裂之前)估值。</p><p style=\"text-align: justify;\">“我们可能太快地回想起2000年初的情景。”Ritholtz Wealth Management首席市场策略师卡莉·考克斯(Callie Cox)对《巴伦周刊》表示,科技行业表现强劲,人工智能并不是一个疯狂的故事,英伟达也将不断提高其收入预期。但她也补充道,当前科技股集中度确实偏高,市场可能很快出现10%的回调。</p><p style=\"text-align: justify;\"><strong>结语</strong></p><p style=\"text-align: justify;\">由于市场不确定性,投资者需要更加多元化的配置。大型科技公司估值高得惊人,标普500指数、纳斯达克100指数等主要加权指数可能无法提供足够的差异化选择。</p><p style=\"text-align: justify;\">Acadian投资组合经理卢卡斯·波莫斯基(Lukasz Pomorski)表示,即使你认为“科技七巨头”的股票定价是合理的,也并不意味着只有它们才最重要。人们常说“这次会不同”——即使真的有点不同,模式依旧是相似的。</p></body></html>","source":"lsy1718164085300","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>失守美股市值第一,英伟达是见顶还是回调?</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; 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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失守美股市值第一,英伟达是见顶还是回调?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-24 21:15 北京时间 <a href=https://mp.weixin.qq.com/s/LhIeiBwEt-QK37KlLt72XQ><strong>巴伦中文</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>如果英伟达或其他大型科技公司出现负面消息,整个市场都会崩溃。6月24日,英伟达股价周一一度下跌3.2%,连续第三个交易日走低,恐蒸发逾3,000亿美元的市值。目前英伟达市值低于微软和苹果。不过,短期下跌不算什么。年初至今,英伟达股价涨幅高达156%。相比之下,标普500指数和纳斯达克指数分别上涨15%和18%;而芯片制造商超微半导体今年上涨9%,英特尔年内下跌38%。消息面上,英伟达CEO黄仁勋...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/LhIeiBwEt-QK37KlLt72XQ\">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":{"BK4543":"AI","BK4527":"明星科技股","BK4141":"半导体产品","BK4503":"景林资产持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","NVDA":"英伟达","LU0072462426.USD":"贝莱德全球配置 A2","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","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","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC"},"source_url":"https://mp.weixin.qq.com/s/LhIeiBwEt-QK37KlLt72XQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180762062","content_text":"如果英伟达或其他大型科技公司出现负面消息,整个市场都会崩溃。6月24日,英伟达股价周一一度下跌3.2%,连续第三个交易日走低,恐蒸发逾3,000亿美元的市值。目前英伟达市值低于微软和苹果。不过,短期下跌不算什么。年初至今,英伟达股价涨幅高达156%。相比之下,标普500指数和纳斯达克指数分别上涨15%和18%;而芯片制造商超微半导体今年上涨9%,英特尔年内下跌38%。消息面上,英伟达CEO黄仁勋近期在出售公司股票——6月13日-6月18日共计售出48万股,总价值6310万美元,平均每股价格131.42美元。3月14日,黄仁勋通过10b5-1规则交易安排,将在2025年3月31日前出售最多60万股普通股。分析师如何看待?总体而言,华尔街分析师对英伟达仍持乐观态度——即使该股未来会出现下跌。根据FactSet数据,多数分析师将英伟达股票评级为“买入”,平均目标价127.39美元。《巴伦周刊》副主编埃里克·萨维茨 (Eric Savitz) 认为,英伟达的反弹“不可持续”。“英伟达市值已经超过全球任何一家公司。如果再上涨20%,该股市值将达到4万亿美元,这是前所未有的里程碑。现在是时候冷静一下了。”萨维茨写道。萨维茨进一步补充:“英伟达的预期市盈率从去年底约25倍上涨至当前45倍。而根据华尔街预计,该股市盈率应为2026年1月财年预期收入的20倍。”“英伟达股价在3月初出现过类似走势,导致其股价短暂回调20%。”Renaissance Macro Research分析师凯文·丹普特(Kevin Dempter)表示,类似的20%调整将使英伟达股价回到6月初的110美元左右水平。也有分析师继续看涨英伟达。美银证券(BofA Securities)分析师维韦克·阿里亚 (Vivek Arya) 认为,英伟达股价的任何波动都将是暂时的。英伟达股价的大幅上涨……可能使其容易受到短期获利回吐的影响。阿里亚维持英伟达股票150美元目标价和“买入”评级,并称其为“首选”。他表示,人工智能硬件销售可能处于3-5年周期的第二阶段。此外,英伟达下一代AI芯片Blackwell即将到来,越来越多的芯片制造商正从软件服务中获利。科技股或受冲击英伟达股价波动将影响整个市场。目前,英伟达、微软(MSFT)、苹果(AAPL)总市值占标普500指数20%的份额。其中,英伟达市值占比约为7%。《巴伦周刊》高级市场分析作者保罗·拉莫尼卡(Paul La Monicas)指出,鉴于英伟达对标普500指数的影响巨大。如果该股回调将损害投资组合,对科技行业产生冲击——特别是如果公司暗示其半导体需求放缓的情况下。一方面,微软、亚马逊(AMZN)、Alphabet(GOOGL)和 Meta(META)都是英伟达的大客户;另一方面,作为科技行业领头羊,英伟达任何疲软可能波及其他人工智能企业,例如超微电脑(SMCI)和戴尔(DELL)。“如果英伟达或其他大型科技公司出现负面消息,整个市场都会崩溃。”风险管理公司SimCorp应用研究总经理梅丽莎·布朗 (Melissa Brown) 表示,低波动性给投资者带来了一种虚假的安全感。人们不知道还能买什么,因此纷纷涌入科技和其他人工智能相关业务的交易,例如电力服务和数据中心。“从历史经验来看,当市场集中度达到当前程度,并且某只股票或板块占据主导地位时,通常都不会产生‘好的结果’。”布朗坦言。不过,有观点认为,只要英伟达的收入和利润以健康速度增长,公司及其他科技股就会继续攀升。毕竟,当前科技领军企业都是盈利的。尽管估值昂贵,但它们的估值低于思科系统(CSCO)等公司在2000年初(互联网泡沫破裂之前)估值。“我们可能太快地回想起2000年初的情景。”Ritholtz Wealth Management首席市场策略师卡莉·考克斯(Callie Cox)对《巴伦周刊》表示,科技行业表现强劲,人工智能并不是一个疯狂的故事,英伟达也将不断提高其收入预期。但她也补充道,当前科技股集中度确实偏高,市场可能很快出现10%的回调。结语由于市场不确定性,投资者需要更加多元化的配置。大型科技公司估值高得惊人,标普500指数、纳斯达克100指数等主要加权指数可能无法提供足够的差异化选择。Acadian投资组合经理卢卡斯·波莫斯基(Lukasz Pomorski)表示,即使你认为“科技七巨头”的股票定价是合理的,也并不意味着只有它们才最重要。人们常说“这次会不同”——即使真的有点不同,模式依旧是相似的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296921840046184,"gmtCreate":1713519529758,"gmtModify":1713520630830,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"title":"竞猜赢虎币 ,寻找实盘收益王","htmlText":"查看详情:<a href=\"https://tigr.link/7psVdY\">竞猜赢虎币 ,寻找实盘收益王</a> 快来参与竞猜赢虎币活动,寻找你心中的实盘收益王,邀请好友最多可得250枚虎币 此帖仅开放于中国大陆用户","listText":"查看详情:<a href=\"https://tigr.link/7psVdY\">竞猜赢虎币 ,寻找实盘收益王</a> 快来参与竞猜赢虎币活动,寻找你心中的实盘收益王,邀请好友最多可得250枚虎币 此帖仅开放于中国大陆用户","text":"查看详情:竞猜赢虎币 ,寻找实盘收益王 快来参与竞猜赢虎币活动,寻找你心中的实盘收益王,邀请好友最多可得250枚虎币 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/f22c491ee8ae08f0d36ded0795f1fe33"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296921840046184","isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":286712985968808,"gmtCreate":1711018454624,"gmtModify":1711026960560,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"title":"竞猜赢虎币 ,寻找实盘收益王","htmlText":"查看详情:<a href=\"https://tigr.link/6ZfeWa\">竞猜赢虎币 ,寻找实盘收益王</a> 快来参与竞猜赢虎币活动,寻找你心中的实盘收益王,邀请好友最多可得250枚虎币 此帖仅开放于中国大陆用户","listText":"查看详情:<a href=\"https://tigr.link/6ZfeWa\">竞猜赢虎币 ,寻找实盘收益王</a> 快来参与竞猜赢虎币活动,寻找你心中的实盘收益王,邀请好友最多可得250枚虎币 此帖仅开放于中国大陆用户","text":"查看详情:竞猜赢虎币 ,寻找实盘收益王 快来参与竞猜赢虎币活动,寻找你心中的实盘收益王,邀请好友最多可得250枚虎币 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/f22c491ee8ae08f0d36ded0795f1fe33"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286712985968808","isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":607193706,"gmtCreate":1639494966235,"gmtModify":1639494966235,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Good job!","listText":"Good job!","text":"Good job!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607193706","repostId":"2191813519","repostType":2,"repost":{"id":"2191813519","pubTimestamp":1639422000,"share":"https://www.laohu8.com/m/news/2191813519?lang=&edition=full","pubTime":"2021-12-14 03:00","market":"us","language":"en","title":"Uber Eats Makes Food Delivery To Outer Space","url":"https://stock-news.laohu8.com/highlight/detail?id=2191813519","media":"PR Newswire","summary":"Uber Eats Helps Yusaku Maezawa Deliver Food to Astronauts at the International Space Station\nTOKYO, ","content":"<div>\n<p>Uber Eats Helps Yusaku Maezawa Deliver Food to Astronauts at the International Space Station\nTOKYO, Dec. 13, 2021 /PRNewswire/ -- Uber Technologies, Inc. (NYSE: UBER) today announced their first-ever ...</p>\n\n<a href=\"https://finance.yahoo.com/news/uber-eats-makes-food-delivery-190000954.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance","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>Uber Eats Makes Food Delivery To Outer Space</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\">\nUber Eats Makes Food Delivery To Outer Space\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-14 03:00 GMT+8 <a href=https://finance.yahoo.com/news/uber-eats-makes-food-delivery-190000954.html><strong>PR Newswire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Uber Eats Helps Yusaku Maezawa Deliver Food to Astronauts at the International Space Station\nTOKYO, Dec. 13, 2021 /PRNewswire/ -- Uber Technologies, Inc. (NYSE: UBER) today announced their first-ever ...</p>\n\n<a href=\"https://finance.yahoo.com/news/uber-eats-makes-food-delivery-190000954.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/y7LomR3cURb95q4CCVffqA--~B/aD0xNjt3PTE2O2FwcGlkPXl0YWNoeW9u/https://s.yimg.com/uu/api/res/1.2/xF_hRjTniK4Qr.eJAIozJQ--~B/aD0xNjt3PTE2O2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/prnewswire.com/59786c05d44d7df8da12ad053e675c35","relate_stocks":{"UBER":"优步","BK4536":"外卖概念","BK4503":"景林资产持仓","BK4535":"淡马锡持仓","BK4551":"寇图资本持仓","BK4022":"陆运","BK4505":"高瓴资本持仓","BK4550":"红杉资本持仓"},"source_url":"https://finance.yahoo.com/news/uber-eats-makes-food-delivery-190000954.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2191813519","content_text":"Uber Eats Helps Yusaku Maezawa Deliver Food to Astronauts at the International Space Station\nTOKYO, Dec. 13, 2021 /PRNewswire/ -- Uber Technologies, Inc. (NYSE: UBER) today announced their first-ever food delivery to outer space. Expanding the global company's footprint beyond earth's surface and into the thermosphere, Uber Eats became the first delivery platform to send food to the International Space Station. \nUber Eats teamed up with Japanese entrepreneur and delivery superfan, Yusaku Maezawa, to hand deliver beloved ready-to-eat canned Japanese dishes to the astronauts at the International Space Station as part of his 12-day orbit. This delivery was made on December 11 at 9:40am EST having traveled 248 miles and 8 hours and 34 minutes since Maezawa's departure from Earth.\n\"One small handoff for Yusaku Maezawa, one giant delivery for Uber Eats!\" said Uber CEO, Dara Khosrowshahi. \"We're over the moon to have helped make our first successful delivery to space. Our goal is to help people go anywhere and get anything, so we're proud to serve the astronauts at the International Space Station. Yusaku Maezawa gets a thumbs up on this delivery, even though it took a bit longer than the usual 30 minutes to arrive.\" \n\"Thank you for giving me the opportunity to handle Uber Eats' first food delivery to space,\" said Yusaku Maezawa. \"Uber Eats' initiative and sense of adventure is inspiring. I will never stop challenging myself, and I hope that everyone continues to do the same. Let's make the world a better place!\"\nWith dishes including boiled mackerel in miso, beef bowl cooked in sweet sauce, simmered chicken with bamboo shoots, and braised pork, Uber Eats and Maezawa treated the astronauts to a delicious meal that was a welcome break from standard space food. \nAdding rocketship to the list of ways that delivery people reach customers, Uber Eats is offering $10 off $20+ orders to the first 24,800 people with promo code SPACEFOOD to celebrate the distance from Earth to the ISS. The promo is available from December 13-19, 2021.\nAbout UberUber's mission is to create opportunity through movement. We started in 2010 to solve a simple problem: how do you get access to a ride at the touch of a button? More than 15 billion trips later, we're building products to get people closer to where they want to be. By changing how people, food, and things move through cities, Uber is a platform that opens up the world to new possibilities.\nContact: press@uber.com \n View original content:https://www.prnewswire.com/news-releases/uber-eats-makes-food-delivery-to-outer-space-301443365.html\nSOURCE Uber","news_type":1},"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":166877188,"gmtCreate":1624004394344,"gmtModify":1624004394344,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"[弱]","listText":"[弱]","text":"[弱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166877188","repostId":"1197160756","repostType":2,"repost":{"id":"1197160756","pubTimestamp":1623980251,"share":"https://www.laohu8.com/m/news/1197160756?lang=&edition=full","pubTime":"2021-06-18 09:37","market":"us","language":"en","title":"1 Big Reason to Dump AMD and Buy NVIDIA","url":"https://stock-news.laohu8.com/highlight/detail?id=1197160756","media":"Motley Fool","summary":"The graphics specialist enjoys a huge advantage over its smaller rival in an important market.","content":"<p><b>NVIDIA</b> (NASDAQ:NVDA) has been ruling the roost in the discrete graphics processing unit (GPU) market, despite the best efforts of <b>Advanced Micro Devices</b>(NASDAQ:AMD) to gain share in this highly lucrative space. And NVIDIA is showing no signs of losing its grip over the graphics card market, according to the latest market share numbers provided by Jon Peddie Research.</p>\n<p>Let's see why that bodes well for NVIDIA, and makes it a better bet than arch-rival AMD.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94007897775e469423cc8a3d1e55440d\" tg-width=\"700\" tg-height=\"393\"><span>IMAGE SOURCE: GETTY IMAGES</span></p>\n<p><b>NVIDIA stamps its authority on graphics cards once again</b></p>\n<p>NVIDIA finished 2020 with 82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase over the year-ago period's market share of 75%.</p>\n<p>AMD, on the other hand, lost market share for yet another quarter. The company has been losing ground to NVIDIA since the latter launched the RTX 30 series cards toward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs were making a nice dent in NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.</p>\n<p><b>NVIDIA stamps its authority on graphics cards once again</b></p>\n<p>NVIDIAfinished 2020 with82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase over the year-ago period's market share of 75%.</p>\n<p>AMD, on the other hand, lost market share for yet another quarter. The company has been losing ground to NVIDIA since the latter launched theRTX 30 series cardstoward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs weremaking a nice dentin NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.</p>\n<p>Jon Peddie Research estimates that discrete GPU shipments shot up 24.4% year-over-year. The market generated $12.5 billion in revenue in Q1, a 370% spike over the prior-year period, thanks to a jump in the average selling prices (ASPs) triggered by huge demand and short supply. NVIDIA's massive market share means that it has won big from this spike, which is reflected in its Q1 performance.</p>\n<p>NVIDIA's gaming revenue more than doubled year-over-year in the first quarter of fiscal 2022 to $2.76 billion. AMD's computing and graphics segment, which also includes the sales of its Ryzen desktop and notebook processors, grew at a relatively slower pace of 46% year-over-year to $2.1 billion in Q1.</p>\n<p>Jon Peddie Research estimates that the discrete GPU market could be worth $54 billion by 2025, compared to $23.6 billion last year. NVIDIA's dominant position should allow it to corner a substantial portion of that pie in the future, especially considering its moves to strengthen its position.</p>\n<p><b>AMD's resistance may not be enough</b></p>\n<p>AMD has been trying to put up a fight against NVIDIA, and it did show some progress last quarter, registering a quarter-over-quarter market share gain of one percentage point. However, AMD is now looking to raise its game with a new technology, the FidelityFX Super Resolution (FSR). This will compete with NVIDIA's deep learning super sampling (DLSS) image upscaling technology, which helps games look better and run smoother.</p>\n<p>AMD's internal tests claim that its new tech can help games run at 59% higher frame rates on ultra-quality settings. The chipmaker also claims that FSR could increase gaming performance by 2.5 times in certain titles using the performance setting. In addition, AMD says that FSR supports a wide range of hardware that includes more than 100 processors and graphics cards thanks to its open-source nature.</p>\n<p>FSR will launch on June 22, and it could give AMD a nice boost in the GPU market. However, only time will tell if the new technology will translate into sales for AMD, given that its rival's DLSS tech is already in its second generation.</p>\n<p>However, it is worth noting that NVIDIA is trying to cover as much of the GPU market as possible with new launches. The company recently released the RTX 3080 Ti and the RTX 3070 Ti GPUs, priced at $1,199 and $599, respectively. NVIDIA is giving users of older graphics cards a solid reason to upgrade with these cards. It claims that the RTX 3080 Ti is twice as fast as the older GTX 1080 Ti, while the RTX 3070 Ti delivers 1.5x the performance of the RTX 2070 Super.</p>\n<p>NVIDIA is also stepping up its game in the laptop market with the launch of entry-level graphics cards. The company now offers more than 140 laptop models powered by the RTX 30 cards across a wide range of prices. This puts NVIDIA in a solid position in the fast-growing gaming laptop market, which is expected to hit $15.6 billion in revenue by 2027, compared to $9 billion in 2019.</p>\n<p>All of this indicates that NVIDIA's gaming business could sustain its terrific levels of growth for a long time to come, especially considering that a huge chunk of gamers have yet to upgrade to its latest cards.</p>\n<p>Meanwhile, the growth of AMD's gaming business is nowhere close to NVIDIA's, and the situation is unlikely to change given the latter's supremacy in this space. That's why investors looking to take advantage of the booming market for discrete graphics cards and add a top growth stock to their portfolios should choose NVIDIA. Gaming is its largest source of revenue, and this business could stay red-hot for a long time.</p>","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>1 Big Reason to Dump AMD and Buy NVIDIA</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\">\n1 Big Reason to Dump AMD and Buy NVIDIA\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:37 GMT+8 <a href=https://www.fool.com/investing/2021/06/17/1-big-reason-to-dump-amd-and-buy-nvidia/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NVIDIA (NASDAQ:NVDA) has been ruling the roost in the discrete graphics processing unit (GPU) market, despite the best efforts of Advanced Micro Devices(NASDAQ:AMD) to gain share in this highly ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/17/1-big-reason-to-dump-amd-and-buy-nvidia/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/06/17/1-big-reason-to-dump-amd-and-buy-nvidia/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197160756","content_text":"NVIDIA (NASDAQ:NVDA) has been ruling the roost in the discrete graphics processing unit (GPU) market, despite the best efforts of Advanced Micro Devices(NASDAQ:AMD) to gain share in this highly lucrative space. And NVIDIA is showing no signs of losing its grip over the graphics card market, according to the latest market share numbers provided by Jon Peddie Research.\nLet's see why that bodes well for NVIDIA, and makes it a better bet than arch-rival AMD.\nIMAGE SOURCE: GETTY IMAGES\nNVIDIA stamps its authority on graphics cards once again\nNVIDIA finished 2020 with 82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase over the year-ago period's market share of 75%.\nAMD, on the other hand, lost market share for yet another quarter. The company has been losing ground to NVIDIA since the latter launched the RTX 30 series cards toward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs were making a nice dent in NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.\nNVIDIA stamps its authority on graphics cards once again\nNVIDIAfinished 2020 with82% of the discrete graphics card market under its control, while AMD held the rest. The company's impressive momentum has spilled over into 2021, as it occupied 81% of the market in Q1. That was a nice increase over the year-ago period's market share of 75%.\nAMD, on the other hand, lost market share for yet another quarter. The company has been losing ground to NVIDIA since the latter launched theRTX 30 series cardstoward the end of 2020. AMD was in resurgent mode prior to the arrival of the RTX 30 series cards -- its Navi GPUs weremaking a nice dentin NVIDIA's graphics card supremacy a year ago. But that isn't the case anymore.\nJon Peddie Research estimates that discrete GPU shipments shot up 24.4% year-over-year. The market generated $12.5 billion in revenue in Q1, a 370% spike over the prior-year period, thanks to a jump in the average selling prices (ASPs) triggered by huge demand and short supply. NVIDIA's massive market share means that it has won big from this spike, which is reflected in its Q1 performance.\nNVIDIA's gaming revenue more than doubled year-over-year in the first quarter of fiscal 2022 to $2.76 billion. AMD's computing and graphics segment, which also includes the sales of its Ryzen desktop and notebook processors, grew at a relatively slower pace of 46% year-over-year to $2.1 billion in Q1.\nJon Peddie Research estimates that the discrete GPU market could be worth $54 billion by 2025, compared to $23.6 billion last year. NVIDIA's dominant position should allow it to corner a substantial portion of that pie in the future, especially considering its moves to strengthen its position.\nAMD's resistance may not be enough\nAMD has been trying to put up a fight against NVIDIA, and it did show some progress last quarter, registering a quarter-over-quarter market share gain of one percentage point. However, AMD is now looking to raise its game with a new technology, the FidelityFX Super Resolution (FSR). This will compete with NVIDIA's deep learning super sampling (DLSS) image upscaling technology, which helps games look better and run smoother.\nAMD's internal tests claim that its new tech can help games run at 59% higher frame rates on ultra-quality settings. The chipmaker also claims that FSR could increase gaming performance by 2.5 times in certain titles using the performance setting. In addition, AMD says that FSR supports a wide range of hardware that includes more than 100 processors and graphics cards thanks to its open-source nature.\nFSR will launch on June 22, and it could give AMD a nice boost in the GPU market. However, only time will tell if the new technology will translate into sales for AMD, given that its rival's DLSS tech is already in its second generation.\nHowever, it is worth noting that NVIDIA is trying to cover as much of the GPU market as possible with new launches. The company recently released the RTX 3080 Ti and the RTX 3070 Ti GPUs, priced at $1,199 and $599, respectively. NVIDIA is giving users of older graphics cards a solid reason to upgrade with these cards. It claims that the RTX 3080 Ti is twice as fast as the older GTX 1080 Ti, while the RTX 3070 Ti delivers 1.5x the performance of the RTX 2070 Super.\nNVIDIA is also stepping up its game in the laptop market with the launch of entry-level graphics cards. The company now offers more than 140 laptop models powered by the RTX 30 cards across a wide range of prices. This puts NVIDIA in a solid position in the fast-growing gaming laptop market, which is expected to hit $15.6 billion in revenue by 2027, compared to $9 billion in 2019.\nAll of this indicates that NVIDIA's gaming business could sustain its terrific levels of growth for a long time to come, especially considering that a huge chunk of gamers have yet to upgrade to its latest cards.\nMeanwhile, the growth of AMD's gaming business is nowhere close to NVIDIA's, and the situation is unlikely to change given the latter's supremacy in this space. That's why investors looking to take advantage of the booming market for discrete graphics cards and add a top growth stock to their portfolios should choose NVIDIA. Gaming is its largest source of revenue, and this business could stay red-hot for a long time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364297753,"gmtCreate":1614852836972,"gmtModify":1703481981924,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"强","listText":"强","text":"强","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364297753","repostId":"2116575950","repostType":2,"repost":{"id":"2116575950","pubTimestamp":1614845340,"share":"https://www.laohu8.com/m/news/2116575950?lang=&edition=full","pubTime":"2021-03-04 16:09","market":"hk","language":"zh","title":"DRAM供应持续紧张 美光上调业绩预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2116575950","media":"第一财经","summary":"当地时间3月3日,存储巨头美光科技上调2021财年第二财季(截至2021年3月4日)业绩预期。美光预计该季度营收为62亿至62.5亿美元,较此前预计的56亿至60亿美元高;每股收益为51至56美分,高...","content":"<div>\n<p>原标题:DRAM供应持续紧张,美光上调业绩预期\r\n \n 当地时间3月3日,存储巨头美光科技上调2021财年第二财季(截至2021年3月4日)业绩预期。美光预计该季度营收为62亿至62.5亿美元,较此前预计的56亿至60亿美元高;每股收益为51至56美分,高于此前估计的34至48美分。 存储器供应持续紧缺。美光CFO David Zinsner在摩根士丹利TMT会议上表示,...</p>\n\n<a href=\"http://stock.eastmoney.com/a/202103041830618418.html\">Web Link</a>\n\n</div>\n","source":"stock_eastmoney","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>DRAM供应持续紧张 美光上调业绩预期</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\">\nDRAM供应持续紧张 美光上调业绩预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-04 16:09 北京时间 <a href=http://stock.eastmoney.com/a/202103041830618418.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:DRAM供应持续紧张,美光上调业绩预期\r\n \n 当地时间3月3日,存储巨头美光科技上调2021财年第二财季(截至2021年3月4日)业绩预期。美光预计该季度营收为62亿至62.5亿美元,较此前预计的56亿至60亿美元高;每股收益为51至56美分,高于此前估计的34至48美分。 存储器供应持续紧缺。美光CFO David Zinsner在摩根士丹利TMT会议上表示,...</p>\n\n<a href=\"http://stock.eastmoney.com/a/202103041830618418.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/fab3e6da33eab070d39ea5ddbb760010","relate_stocks":{"MU":"美光科技"},"source_url":"http://stock.eastmoney.com/a/202103041830618418.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2116575950","content_text":"原标题:DRAM供应持续紧张,美光上调业绩预期\r\n \n 当地时间3月3日,存储巨头美光科技上调2021财年第二财季(截至2021年3月4日)业绩预期。美光预计该季度营收为62亿至62.5亿美元,较此前预计的56亿至60亿美元高;每股收益为51至56美分,高于此前估计的34至48美分。 存储器供应持续紧缺。美光CFO David Zinsner在摩根士丹利TMT会议上表示,存储供应持续紧张,特别是DRAM。他称,公司库存将减少。 在1月财报会上,美光CEO Sanjay Mehrotra表示:“我们相信DRAM已走出行业周期的最低谷。随着全球持续的数字化经济发展,以及在智能\" target=\"_blank\" web=\"1\">人工智能、云计算、5G和智能边缘(包括智能汽车)的推动下,预计2021年(自然年)DRAM将有所改善。” 市场调研机构IC Insights最新报告也显示,2020年存储依旧是半导体成长最快的品类。其中,DRAM市场预计为652亿美元,在31种集成电路产品中名列第一,NAND闪存以551.5亿美元位列第二,但涨幅最高,达25%。 David Zinsner表示,公司DRAM销量和平均价格好于预期;NAND销量超出预期,价格与内部预测基本一致。“在DRAM方面,我们将面临今年供应紧张的挑战,并试图满足云计算和其他市场的需求。” 在被问到此次DRAM景气度将持续多久时,David Zinsner认为,至少可以持续到今年。从需求看,不同的终端市场将拉动对DRAM的需求,这将持续多年,智能手机、云计算、汽车、工业、物联网、图形应用等领域都增加了DRAM的用量,“我们看到需求非常健康,主要取决于供应。我们预期,今年行业供不应求。因此,毫无疑问,DRAM市场将非常强劲。”他称,供应紧张的局面将至少持续一年。 集邦咨询表示,存储器价格在去年底落底后,买方库存压力与供过于求的市况已逐渐恢复平稳;随着价格逼近历史低点,买方采购意愿亦逐渐由被动转为积极。此外,疫情衍生的新生活常态,上云动能持续推动下,数据中心需求在今年第一季后会陆续增温,且将延续至下半年。 然而,从供给面来看,今年DRAM原厂在扩厂计划上相对保守,普遍无新产能计划,加上DRAM市场的垄断格局,促使原厂在产能规划上均以获利为优先考量。 NAND闪存方面,Sanjay此前表示,预计2021年NAND的位元需求增长约为30%,而供应可能更高。 NAND市场在短期内具有挑战性,但是,需求将逐渐改善。“我们认为,如果供应商减缓产量增长,市场将在2021年稳定下来。” David Zinsner称,目前美光部分NAND业务已经稳定,“总体而言,主要取决于NAND厂商的资本支出,2021年将有多少位元上市,以及这将超出还是低于需求。NAND需求很好,增幅会高于DRAM,但是供应是很大的因素。” 集邦咨询3月3日报告表示,展望2021年第一季,供给端由于三星(Samsung)、长江存储(YMTC)积极扩产,以及各供应商均转进更高层数等影响,位元产出将显著增长。需求端方面,尽管笔电及智能手机品牌商备货动能延续,但仍因传统淡季而订单略有下修。此外,server与data center客户库存虽已大致回到健康水位,但尚未恢复采购动能,议价时供应商仍预期市场供过于求将会扩大,使合约价继续下跌。(文章来源:第一财经)\n\r\n (责任编辑:DF052)","news_type":1},"isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365984231,"gmtCreate":1614690040623,"gmtModify":1703479897532,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"送餐符合人的基本需求,因疫情而增多,但不会随疫情而消失。","listText":"送餐符合人的基本需求,因疫情而增多,但不会随疫情而消失。","text":"送餐符合人的基本需求,因疫情而增多,但不会随疫情而消失。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365984231","repostId":"362040060","repostType":1,"repost":{"id":362040060,"gmtCreate":1614578381850,"gmtModify":1703478409277,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"JMP Securities将DoorDash维持其股票“跑赢大盘”评级,目标价提高至195美元","htmlText":"美股研究社消息,JMP Securities将<a target=\"_blank\" href=\"https://laohu8.com/S/DASH\">$DoorDash, Inc.(DASH)$</a> 的目标价格从185美元提高至195美元 14:16 短跑 JMP Securities分析师罗纳德·乔西(Ronald Josey)将公司对DoorDash的目标价格从185美元上调至195美元,并维持其股票“跑赢大盘”评级。Josey说,他从公司第四季度报告中得出的主要结论是,公司的核心食品交付业务继续“表现得非常好”,并且他认为围绕食品交付的消费者行为趋势“将继续存在”。这位分析师补充说,DoorDash的长期前景是拥有超过100万个驱动程序的Dasher网络,这些网络可以“以更高的整体效率”交付订单。 本文来源:美股研究社,转载请注明版权","listText":"美股研究社消息,JMP Securities将<a target=\"_blank\" href=\"https://laohu8.com/S/DASH\">$DoorDash, Inc.(DASH)$</a> 的目标价格从185美元提高至195美元 14:16 短跑 JMP Securities分析师罗纳德·乔西(Ronald Josey)将公司对DoorDash的目标价格从185美元上调至195美元,并维持其股票“跑赢大盘”评级。Josey说,他从公司第四季度报告中得出的主要结论是,公司的核心食品交付业务继续“表现得非常好”,并且他认为围绕食品交付的消费者行为趋势“将继续存在”。这位分析师补充说,DoorDash的长期前景是拥有超过100万个驱动程序的Dasher网络,这些网络可以“以更高的整体效率”交付订单。 本文来源:美股研究社,转载请注明版权","text":"美股研究社消息,JMP Securities将$DoorDash, Inc.(DASH)$ 的目标价格从185美元提高至195美元 14:16 短跑 JMP Securities分析师罗纳德·乔西(Ronald Josey)将公司对DoorDash的目标价格从185美元上调至195美元,并维持其股票“跑赢大盘”评级。Josey说,他从公司第四季度报告中得出的主要结论是,公司的核心食品交付业务继续“表现得非常好”,并且他认为围绕食品交付的消费者行为趋势“将继续存在”。这位分析师补充说,DoorDash的长期前景是拥有超过100万个驱动程序的Dasher网络,这些网络可以“以更高的整体效率”交付订单。 本文来源:美股研究社,转载请注明版权","images":[{"img":"https://static.tigerbbs.com/dcb63d47adf53fb19f171ef6ce140d2a","width":"571","height":"300"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362040060","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}