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四季流浪人
09-30
.。一..：←//
@我爱吃薯条
h: 真的。;一卜、假的L.。？s！.
“宇宙硬核第一股”英伟达的狂飙之路：市值紧逼苹果，黄仁勋离全球首富不远了
四季流浪人
09-30
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盘前异动丨中概股继续飙升，房多多一度暴涨80%，蔚来涨逾14%
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2021-02-11
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11:54","market":"us","language":"zh","title":"“宇宙硬核第一股”英伟达的狂飙之路：市值紧逼苹果，黄仁勋离全球首富不远了","url":"https://stock-news.laohu8.com/highlight/detail?id=2439557567","media":"格隆汇","summary":"马斯克“下单”鼎力助攻","content":"<html><head></head><body><blockquote><p>马斯克“下单”鼎力助攻</p></blockquote><p>今年全球市场最强“秀儿”，非英伟达莫属。</p><p>美股周二，英伟达大涨近7%报1139.01美元，又双叒叕创下历史新高。</p><p>市值一夜暴增1828亿美元（约合人民币13243.86亿元），<strong>总市值突破2.8万亿美元，距离赶超2.91万亿美元的苹果仅剩下一步之遥</strong>。</p><p><strong>晋升3万亿美元俱乐部似乎也不远了</strong>，目前英伟达和微软也只差了0.4万亿美元。</p><p>截至目前，英伟达已经连续三个交易日大涨，累计涨幅近20%。</p><p><strong>今年以来，英伟达的势头可谓一飞冲天。</strong>相较之下，苹果、微软的股价则表现平平，甚至有些许惨淡。</p><p>自AI热潮席卷开来，人工智能和芯片成为全球炙手可热的存在。</p><p>而在此引爆之下，作为“AI龙头”的英伟达<strong>年内已经暴涨超136%，</strong>微软则累涨超16%，“掉队”的苹果仅涨了2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/497fc743d13b1ce21686322867b1e33b\" tg-width=\"560\" tg-height=\"240\"/></p><p>回顾英伟达的狂飙之路，2023 年6月13日，英伟达市值突破1万亿美元。</p><p>今年的2月23日，市值突破 2 万亿美元；5月23日，英伟达股价突破 1000 点大关，市值突破 2.5 万亿美元大关。</p><p>在近一年时间，英伟达以迅雷不及掩耳之势创下了多个里程碑。</p><p>而随着英伟达“涨上天”之际，CEO黄仁勋的身价也遥遥直上。目前，其身价已经达到910亿美元，稳居全球富豪榜第17位。</p><p><strong>可以预见，全球首富易主可能就在不久的将来。</strong></p><p>按目前这个趋势来看，预计黄仁勋最快在2025年之前就能超越马斯克，登顶全球首富。</p><p><strong>“涨破天际”的背后</strong></p><p><strong>周二，英伟达的狂飙少不了马斯克的助力。</strong></p><p>日前，马斯克的 AI 公司 xAI 计划为其新超级计算机购买英伟达的AI 芯片。</p><p>据悉，在xAI 成功筹集到60亿美元资金后，马斯克计划将英伟达的H100图形处理器集群连接起来，打造一台xAI超级计算机，为训练其下一版本的Grok。</p><p>目前，xAI预计将需要多达10万个GPU，规模将是当今最大GPU集群的四倍。这台超级计算机，或称之为“计算超级工厂”<strong>，</strong>预计将于明年秋季前投入运行。</p><p><strong>稍早前，英伟达强劲财报掀起了华尔街的狂欢。</strong></p><p>财报显示，英伟达2024 年一季度的总营收为260亿美元，同比增长262%。</p><p>数据中心收入为225.63亿美元，同比增长427%，环比增长23%。与去年相比，计算收入增长了约5倍，网络收入增长了约3倍。</p><p>收入的增长主要得益于Hopper架构GPU（例如H100）的出货量增加。</p><p>目前，包括亚马逊、Meta、微软和谷歌等在内的大型云服务提供商，大约占英伟达数据中心收入的40%。</p><p><strong>黄仁勋当时表示，下一场工业革命已经开始。</strong></p><p>当下，各国和大量公司正与英伟达合作，将传统数据中心转型为“AI工厂”，生产人工智能的新产品。</p><p>在业绩之后，英伟达还宣布10-1 股票拆分，并将6月7日（周五）收盘后分配；拆股后，英伟达将把一季度股息提高150%，达到每股0.1美元。</p><p>对于下一季度，英伟达预计营收将达到280亿美元，预计GAAP毛利率为74.8%，全年毛利率将稳定在约70%左右。</p><p>对此，Cantor Fitzgerald的分析师CJ Muse表示，xAI的消息进一步增强了市场对AI芯片支出持续增长的信心。英伟达的财报则“完全打消了人们对2024年公司芯片需求可能出现下降的担忧”。</p><p><strong>涨势远未结束？</strong></p><p>人工智能的狂欢下，华尔街在为英伟达“欢呼雀跃”。</p><p>I/O Fund科技分析师Beth Kindig表示，英伟达的涨势还远未结束。</p><p>她预计，英伟达凭借其坚不可摧的护城河，其<strong>股价将在2030年前比目前水平飙升258%，市值将达到10万亿美元。</strong></p><p>原因是，英伟达的下一代Blackwell GPU芯片、其CUDA软件平台以及其在汽车市场的发展，将推动英伟达实现的新一轮大规模增长。</p><p>此前，Cantor Fitzgerald的分析师C J Muse将英伟达的目标股价从1200美元<strong>上调至1400美元，为华尔街最高。</strong></p><p><strong>国内私募大佬但斌也在力挺英伟达。</strong></p><p>近期但斌表示，在东方港湾中从头到尾重仓持有英伟达的只有他本人，其他研究员均是在他的强烈建议下“间断着”持有英伟达，但斌对此表示相当“困惑”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b87dee8be89e512be07489bd8644a72\" tg-width=\"814\" tg-height=\"394\"/></p><p>坚持长期价值投资的但斌，此前在做客格隆汇高端访谈栏目《格隆博士会客厅》时谈到：<strong>投资要像在大海里找鲸鱼，炒股要买最好的公司。</strong></p><p>买大象、买鲸鱼，真正赚钱的也是这些公司，真正的企业长期增长是靠利润推动的。全世界都是“二八现象”，（财富和资源）都是往最好的公司上面集中。</p><p>他曾表示，目前全球最大的机遇仍然是人工智能。人工智能时代结束的时候，假设以2034年或者2044年为节点，大概率会看到10万亿级美金的公司。</p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“宇宙硬核第一股”英伟达的狂飙之路：市值紧逼苹果，黄仁勋离全球首富不远了</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4515":"5G概念","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4567":"ESG概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4585":"ETF&股票定投概念","LU0056508442.USD":"贝莱德世界科技基金A2","BK4534":"瑞士信贷持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc 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万亿美元大关。在近一年时间，英伟达以迅雷不及掩耳之势创下了多个里程碑。而随着英伟达“涨上天”之际，CEO黄仁勋的身价也遥遥直上。目前，其身价已经达到910亿美元，稳居全球富豪榜第17位。可以预见，全球首富易主可能就在不久的将来。按目前这个趋势来看，预计黄仁勋最快在2025年之前就能超越马斯克，登顶全球首富。“涨破天际”的背后周二，英伟达的狂飙少不了马斯克的助力。日前，马斯克的 AI 公司 xAI 计划为其新超级计算机购买英伟达的AI 芯片。据悉，在xAI 成功筹集到60亿美元资金后，马斯克计划将英伟达的H100图形处理器集群连接起来，打造一台xAI超级计算机，为训练其下一版本的Grok。目前，xAI预计将需要多达10万个GPU，规模将是当今最大GPU集群的四倍。这台超级计算机，或称之为“计算超级工厂”，预计将于明年秋季前投入运行。稍早前，英伟达强劲财报掀起了华尔街的狂欢。财报显示，英伟达2024 年一季度的总营收为260亿美元，同比增长262%。数据中心收入为225.63亿美元，同比增长427%，环比增长23%。与去年相比，计算收入增长了约5倍，网络收入增长了约3倍。收入的增长主要得益于Hopper架构GPU（例如H100）的出货量增加。目前，包括亚马逊、Meta、微软和谷歌等在内的大型云服务提供商，大约占英伟达数据中心收入的40%。黄仁勋当时表示，下一场工业革命已经开始。当下，各国和大量公司正与英伟达合作，将传统数据中心转型为“AI工厂”，生产人工智能的新产品。在业绩之后，英伟达还宣布10-1 股票拆分，并将6月7日（周五）收盘后分配；拆股后，英伟达将把一季度股息提高150%，达到每股0.1美元。对于下一季度，英伟达预计营收将达到280亿美元，预计GAAP毛利率为74.8%，全年毛利率将稳定在约70%左右。对此，Cantor Fitzgerald的分析师CJ Muse表示，xAI的消息进一步增强了市场对AI芯片支出持续增长的信心。英伟达的财报则“完全打消了人们对2024年公司芯片需求可能出现下降的担忧”。涨势远未结束？人工智能的狂欢下，华尔街在为英伟达“欢呼雀跃”。I/O Fund科技分析师Beth Kindig表示，英伟达的涨势还远未结束。她预计，英伟达凭借其坚不可摧的护城河，其股价将在2030年前比目前水平飙升258%，市值将达到10万亿美元。原因是，英伟达的下一代Blackwell GPU芯片、其CUDA软件平台以及其在汽车市场的发展，将推动英伟达实现的新一轮大规模增长。此前，Cantor Fitzgerald的分析师C J Muse将英伟达的目标股价从1200美元上调至1400美元，为华尔街最高。国内私募大佬但斌也在力挺英伟达。近期但斌表示，在东方港湾中从头到尾重仓持有英伟达的只有他本人，其他研究员均是在他的强烈建议下“间断着”持有英伟达，但斌对此表示相当“困惑”。坚持长期价值投资的但斌，此前在做客格隆汇高端访谈栏目《格隆博士会客厅》时谈到：投资要像在大海里找鲸鱼，炒股要买最好的公司。买大象、买鲸鱼，真正赚钱的也是这些公司，真正的企业长期增长是靠利润推动的。全世界都是“二八现象”，（财富和资源）都是往最好的公司上面集中。他曾表示，目前全球最大的机遇仍然是人工智能。人工智能时代结束的时候，假设以2034年或者2044年为节点，大概率会看到10万亿级美金的公司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":355080347820456,"gmtCreate":1727692902403,"gmtModify":1727692904177,"author":{"id":"3549707163898614","authorId":"3549707163898614","name":"四季流浪人","avatar":"https://static.tigerbbs.com/b9dcc0a979ecd759bb29c2bdb440f486","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549707163898614","authorIdStr":"3549707163898614"},"themes":[],"htmlText":"↗","listText":"↗","text":"↗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355080347820456","repostId":"1101829907","repostType":2,"repost":{"id":"1101829907","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1727684074,"share":"https://www.laohu8.com/m/news/1101829907?lang=&edition=full","pubTime":"2024-09-30 16:14","market":"us","language":"zh","title":"盘前异动丨中概股继续飙升，房多多一度暴涨80%，蔚来涨逾14%","url":"https://stock-news.laohu8.com/highlight/detail?id=1101829907","media":"老虎资讯综合","summary":"美股三大指数期货在盘前时段涨跌不一。","content":"<html><head></head><body><p>9月30日周一，美股三大指数期货在盘前时段涨跌不一。本周，美国劳工部将在周五发布10月份非农就业报告，美联储主席鲍威尔将再次讲话，投资者有望从中获得美联储下次降息幅度的线索。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8f0b1dee474625b2b82a916e71c1596\" title=\"\" tg-width=\"886\" tg-height=\"280\"/></p><p>房多多盘前一度暴涨近80%，截至发稿涨幅超49%。9月29日晚，央行连发四项金融支持房地产政策，涉及调整存量房贷利率、下调二套房最低首付比例、延长“金融16条”等政策期限、优化保障性住房再贷款政策。国有四大行随即宣布将调整存量房贷利率，10月31日前完成批量调整。</p><p>同时，贝壳盘前涨超12%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a46cbe12d0fcc84103b0fc529653c3d\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>蔚来盘前大涨超14%。9月29日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>公司宣布，与<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>控股有限公司的三家现有股东——合肥建恒新能源汽车投资基金合伙企业（有限合伙）、安徽省高新技术产业投资有限公司、国投招商投资管理有限公司签署战略投资协议。根据协议，上述战略投资者将以人民币33亿元现金增资认购蔚来中国的新发行股份，蔚来公司也将投入人民币100亿元现金认购蔚来中国的新发行股份。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/707166b35c79625f96bdd11d372695ae\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>微博盘前涨超5%。消息面上，花旗发表报告指，将微博的目标价由11美元升至12美元，并开启90天正面催化观察，维持“买入”评级，以期待广告收入增长反弹。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a322956d5c99ce6550f83998f95b8d2b\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></p><p>同时，高途涨超11%，哔哩哔哩涨超9%，小鹏汽车、理想汽车、京东涨超7%，阿里巴巴、拼多多涨逾5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbf82251d2fb66f835ac69119071ce06\" title=\"\" tg-width=\"450\" tg-height=\"125\"/></p><p>科技股盘前涨跌不一。特斯拉涨近0.5%，本周将发布三季度交付数据。苹果涨0.6%，微软跌0.18%，谷歌跌0.15%，Meta跌0.16%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a43e12f336098dabfd1a064ae3fb91c4\" title=\"\" tg-width=\"450\" tg-height=\"125\"/></p><p>半导体股盘前走弱。英伟达跌1.61%，ARM跌1.63%，AMD跌0.82%，英特尔跌0.92%，高通跌0.72%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9dd34542908df05fd2ff33e52200b1d\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></p><p>Stellantis盘前大跌超12%。公司今日宣布修订其财务指引，将全年调整后利润率从此前预测的“两位数”下调至5.5%至7.0%之间，预计工业自由现金流在- 50亿至- 100亿欧元之间，低于此前预测的“正数”。公司将这一变化归因于战略性决定，即扩大针对北美地区性能问题的补救措施，以及全球行业动态的下滑。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67abef384694b3c3f5f9bb125cfd8426\" title=\"\" tg-width=\"450\" tg-height=\"126\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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16:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月30日周一，美股三大指数期货在盘前时段涨跌不一。本周，美国劳工部将在周五发布10月份非农就业报告，美联储主席鲍威尔将再次讲话，投资者有望从中获得美联储下次降息幅度的线索。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8f0b1dee474625b2b82a916e71c1596\" title=\"\" tg-width=\"886\" tg-height=\"280\"/></p><p>房多多盘前一度暴涨近80%，截至发稿涨幅超49%。9月29日晚，央行连发四项金融支持房地产政策，涉及调整存量房贷利率、下调二套房最低首付比例、延长“金融16条”等政策期限、优化保障性住房再贷款政策。国有四大行随即宣布将调整存量房贷利率，10月31日前完成批量调整。</p><p>同时，贝壳盘前涨超12%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a46cbe12d0fcc84103b0fc529653c3d\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>蔚来盘前大涨超14%。9月29日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>公司宣布，与<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>控股有限公司的三家现有股东——合肥建恒新能源汽车投资基金合伙企业（有限合伙）、安徽省高新技术产业投资有限公司、国投招商投资管理有限公司签署战略投资协议。根据协议，上述战略投资者将以人民币33亿元现金增资认购蔚来中国的新发行股份，蔚来公司也将投入人民币100亿元现金认购蔚来中国的新发行股份。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/707166b35c79625f96bdd11d372695ae\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>微博盘前涨超5%。消息面上，花旗发表报告指，将微博的目标价由11美元升至12美元，并开启90天正面催化观察，维持“买入”评级，以期待广告收入增长反弹。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a322956d5c99ce6550f83998f95b8d2b\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></p><p>同时，高途涨超11%，哔哩哔哩涨超9%，小鹏汽车、理想汽车、京东涨超7%，阿里巴巴、拼多多涨逾5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbf82251d2fb66f835ac69119071ce06\" title=\"\" tg-width=\"450\" tg-height=\"125\"/></p><p>科技股盘前涨跌不一。特斯拉涨近0.5%，本周将发布三季度交付数据。苹果涨0.6%，微软跌0.18%，谷歌跌0.15%，Meta跌0.16%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a43e12f336098dabfd1a064ae3fb91c4\" title=\"\" tg-width=\"450\" tg-height=\"125\"/></p><p>半导体股盘前走弱。英伟达跌1.61%，ARM跌1.63%，AMD跌0.82%，英特尔跌0.92%，高通跌0.72%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9dd34542908df05fd2ff33e52200b1d\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></p><p>Stellantis盘前大跌超12%。公司今日宣布修订其财务指引，将全年调整后利润率从此前预测的“两位数”下调至5.5%至7.0%之间，预计工业自由现金流在- 50亿至- 100亿欧元之间，低于此前预测的“正数”。公司将这一变化归因于战略性决定，即扩大针对北美地区性能问题的补救措施，以及全球行业动态的下滑。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67abef384694b3c3f5f9bb125cfd8426\" title=\"\" tg-width=\"450\" tg-height=\"126\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41e3aa29af3b1183082ce96716d27515","relate_stocks":{"NIO":"蔚来","DUO":"房多多"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101829907","content_text":"9月30日周一，美股三大指数期货在盘前时段涨跌不一。本周，美国劳工部将在周五发布10月份非农就业报告，美联储主席鲍威尔将再次讲话，投资者有望从中获得美联储下次降息幅度的线索。房多多盘前一度暴涨近80%，截至发稿涨幅超49%。9月29日晚，央行连发四项金融支持房地产政策，涉及调整存量房贷利率、下调二套房最低首付比例、延长“金融16条”等政策期限、优化保障性住房再贷款政策。国有四大行随即宣布将调整存量房贷利率，10月31日前完成批量调整。同时，贝壳盘前涨超12%。蔚来盘前大涨超14%。9月29日，蔚来公司宣布，与蔚来控股有限公司的三家现有股东——合肥建恒新能源汽车投资基金合伙企业（有限合伙）、安徽省高新技术产业投资有限公司、国投招商投资管理有限公司签署战略投资协议。根据协议，上述战略投资者将以人民币33亿元现金增资认购蔚来中国的新发行股份，蔚来公司也将投入人民币100亿元现金认购蔚来中国的新发行股份。微博盘前涨超5%。消息面上，花旗发表报告指，将微博的目标价由11美元升至12美元，并开启90天正面催化观察，维持“买入”评级，以期待广告收入增长反弹。同时，高途涨超11%，哔哩哔哩涨超9%，小鹏汽车、理想汽车、京东涨超7%，阿里巴巴、拼多多涨逾5%。科技股盘前涨跌不一。特斯拉涨近0.5%，本周将发布三季度交付数据。苹果涨0.6%，微软跌0.18%，谷歌跌0.15%，Meta跌0.16%。半导体股盘前走弱。英伟达跌1.61%，ARM跌1.63%，AMD跌0.82%，英特尔跌0.92%，高通跌0.72%。Stellantis盘前大跌超12%。公司今日宣布修订其财务指引，将全年调整后利润率从此前预测的“两位数”下调至5.5%至7.0%之间，预计工业自由现金流在- 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真的。;一卜、假的L.。？s！.","images":[{"img":"https://static.tigerbbs.com/219f31e51b09627b06a26221a711bd56"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355087025074192","repostId":"2439557567","repostType":2,"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":355080347820456,"gmtCreate":1727692902403,"gmtModify":1727692904177,"author":{"id":"3549707163898614","authorId":"3549707163898614","name":"四季流浪人","avatar":"https://static.tigerbbs.com/b9dcc0a979ecd759bb29c2bdb440f486","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549707163898614","authorIdStr":"3549707163898614"},"themes":[],"htmlText":"↗","listText":"↗","text":"↗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355080347820456","repostId":"1101829907","repostType":2,"repost":{"id":"1101829907","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1727684074,"share":"https://www.laohu8.com/m/news/1101829907?lang=&edition=full","pubTime":"2024-09-30 16:14","market":"us","language":"zh","title":"盘前异动丨中概股继续飙升，房多多一度暴涨80%，蔚来涨逾14%","url":"https://stock-news.laohu8.com/highlight/detail?id=1101829907","media":"老虎资讯综合","summary":"美股三大指数期货在盘前时段涨跌不一。","content":"<html><head></head><body><p>9月30日周一，美股三大指数期货在盘前时段涨跌不一。本周，美国劳工部将在周五发布10月份非农就业报告，美联储主席鲍威尔将再次讲话，投资者有望从中获得美联储下次降息幅度的线索。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8f0b1dee474625b2b82a916e71c1596\" title=\"\" tg-width=\"886\" tg-height=\"280\"/></p><p>房多多盘前一度暴涨近80%，截至发稿涨幅超49%。9月29日晚，央行连发四项金融支持房地产政策，涉及调整存量房贷利率、下调二套房最低首付比例、延长“金融16条”等政策期限、优化保障性住房再贷款政策。国有四大行随即宣布将调整存量房贷利率，10月31日前完成批量调整。</p><p>同时，贝壳盘前涨超12%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a46cbe12d0fcc84103b0fc529653c3d\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>蔚来盘前大涨超14%。9月29日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>公司宣布，与<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>控股有限公司的三家现有股东——合肥建恒新能源汽车投资基金合伙企业（有限合伙）、安徽省高新技术产业投资有限公司、国投招商投资管理有限公司签署战略投资协议。根据协议，上述战略投资者将以人民币33亿元现金增资认购蔚来中国的新发行股份，蔚来公司也将投入人民币100亿元现金认购蔚来中国的新发行股份。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/707166b35c79625f96bdd11d372695ae\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>微博盘前涨超5%。消息面上，花旗发表报告指，将微博的目标价由11美元升至12美元，并开启90天正面催化观察，维持“买入”评级，以期待广告收入增长反弹。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a322956d5c99ce6550f83998f95b8d2b\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></p><p>同时，高途涨超11%，哔哩哔哩涨超9%，小鹏汽车、理想汽车、京东涨超7%，阿里巴巴、拼多多涨逾5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbf82251d2fb66f835ac69119071ce06\" title=\"\" tg-width=\"450\" tg-height=\"125\"/></p><p>科技股盘前涨跌不一。特斯拉涨近0.5%，本周将发布三季度交付数据。苹果涨0.6%，微软跌0.18%，谷歌跌0.15%，Meta跌0.16%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a43e12f336098dabfd1a064ae3fb91c4\" title=\"\" tg-width=\"450\" tg-height=\"125\"/></p><p>半导体股盘前走弱。英伟达跌1.61%，ARM跌1.63%，AMD跌0.82%，英特尔跌0.92%，高通跌0.72%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9dd34542908df05fd2ff33e52200b1d\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></p><p>Stellantis盘前大跌超12%。公司今日宣布修订其财务指引，将全年调整后利润率从此前预测的“两位数”下调至5.5%至7.0%之间，预计工业自由现金流在- 50亿至- 100亿欧元之间，低于此前预测的“正数”。公司将这一变化归因于战略性决定，即扩大针对北美地区性能问题的补救措施，以及全球行业动态的下滑。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67abef384694b3c3f5f9bb125cfd8426\" title=\"\" tg-width=\"450\" tg-height=\"126\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前异动丨中概股继续飙升，房多多一度暴涨80%，蔚来涨逾14%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘前异动丨中概股继续飙升，房多多一度暴涨80%，蔚来涨逾14%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-09-30 16:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月30日周一，美股三大指数期货在盘前时段涨跌不一。本周，美国劳工部将在周五发布10月份非农就业报告，美联储主席鲍威尔将再次讲话，投资者有望从中获得美联储下次降息幅度的线索。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8f0b1dee474625b2b82a916e71c1596\" title=\"\" tg-width=\"886\" tg-height=\"280\"/></p><p>房多多盘前一度暴涨近80%，截至发稿涨幅超49%。9月29日晚，央行连发四项金融支持房地产政策，涉及调整存量房贷利率、下调二套房最低首付比例、延长“金融16条”等政策期限、优化保障性住房再贷款政策。国有四大行随即宣布将调整存量房贷利率，10月31日前完成批量调整。</p><p>同时，贝壳盘前涨超12%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a46cbe12d0fcc84103b0fc529653c3d\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>蔚来盘前大涨超14%。9月29日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>公司宣布，与<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>控股有限公司的三家现有股东——合肥建恒新能源汽车投资基金合伙企业（有限合伙）、安徽省高新技术产业投资有限公司、国投招商投资管理有限公司签署战略投资协议。根据协议，上述战略投资者将以人民币33亿元现金增资认购蔚来中国的新发行股份，蔚来公司也将投入人民币100亿元现金认购蔚来中国的新发行股份。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/707166b35c79625f96bdd11d372695ae\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>微博盘前涨超5%。消息面上，花旗发表报告指，将微博的目标价由11美元升至12美元，并开启90天正面催化观察，维持“买入”评级，以期待广告收入增长反弹。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a322956d5c99ce6550f83998f95b8d2b\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></p><p>同时，高途涨超11%，哔哩哔哩涨超9%，小鹏汽车、理想汽车、京东涨超7%，阿里巴巴、拼多多涨逾5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbf82251d2fb66f835ac69119071ce06\" title=\"\" tg-width=\"450\" tg-height=\"125\"/></p><p>科技股盘前涨跌不一。特斯拉涨近0.5%，本周将发布三季度交付数据。苹果涨0.6%，微软跌0.18%，谷歌跌0.15%，Meta跌0.16%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a43e12f336098dabfd1a064ae3fb91c4\" title=\"\" tg-width=\"450\" tg-height=\"125\"/></p><p>半导体股盘前走弱。英伟达跌1.61%，ARM跌1.63%，AMD跌0.82%，英特尔跌0.92%，高通跌0.72%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9dd34542908df05fd2ff33e52200b1d\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></p><p>Stellantis盘前大跌超12%。公司今日宣布修订其财务指引，将全年调整后利润率从此前预测的“两位数”下调至5.5%至7.0%之间，预计工业自由现金流在- 50亿至- 100亿欧元之间，低于此前预测的“正数”。公司将这一变化归因于战略性决定，即扩大针对北美地区性能问题的补救措施，以及全球行业动态的下滑。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67abef384694b3c3f5f9bb125cfd8426\" title=\"\" tg-width=\"450\" tg-height=\"126\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41e3aa29af3b1183082ce96716d27515","relate_stocks":{"NIO":"蔚来","DUO":"房多多"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101829907","content_text":"9月30日周一，美股三大指数期货在盘前时段涨跌不一。本周，美国劳工部将在周五发布10月份非农就业报告，美联储主席鲍威尔将再次讲话，投资者有望从中获得美联储下次降息幅度的线索。房多多盘前一度暴涨近80%，截至发稿涨幅超49%。9月29日晚，央行连发四项金融支持房地产政策，涉及调整存量房贷利率、下调二套房最低首付比例、延长“金融16条”等政策期限、优化保障性住房再贷款政策。国有四大行随即宣布将调整存量房贷利率，10月31日前完成批量调整。同时，贝壳盘前涨超12%。蔚来盘前大涨超14%。9月29日，蔚来公司宣布，与蔚来控股有限公司的三家现有股东——合肥建恒新能源汽车投资基金合伙企业（有限合伙）、安徽省高新技术产业投资有限公司、国投招商投资管理有限公司签署战略投资协议。根据协议，上述战略投资者将以人民币33亿元现金增资认购蔚来中国的新发行股份，蔚来公司也将投入人民币100亿元现金认购蔚来中国的新发行股份。微博盘前涨超5%。消息面上，花旗发表报告指，将微博的目标价由11美元升至12美元，并开启90天正面催化观察，维持“买入”评级，以期待广告收入增长反弹。同时，高途涨超11%，哔哩哔哩涨超9%，小鹏汽车、理想汽车、京东涨超7%，阿里巴巴、拼多多涨逾5%。科技股盘前涨跌不一。特斯拉涨近0.5%，本周将发布三季度交付数据。苹果涨0.6%，微软跌0.18%，谷歌跌0.15%，Meta跌0.16%。半导体股盘前走弱。英伟达跌1.61%，ARM跌1.63%，AMD跌0.82%，英特尔跌0.92%，高通跌0.72%。Stellantis盘前大跌超12%。公司今日宣布修订其财务指引，将全年调整后利润率从此前预测的“两位数”下调至5.5%至7.0%之间，预计工业自由现金流在- 50亿至- 100亿欧元之间，低于此前预测的“正数”。公司将这一变化归因于战略性决定，即扩大针对北美地区性能问题的补救措施，以及全球行业动态的下滑。","news_type":1},"isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":381200004,"gmtCreate":1612966775108,"gmtModify":1703767597378,"author":{"id":"3549707163898614","authorId":"3549707163898614","name":"四季流浪人","avatar":"https://static.tigerbbs.com/b9dcc0a979ecd759bb29c2bdb440f486","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549707163898614","authorIdStr":"3549707163898614"},"themes":[],"htmlText":"老虎证券","listText":"老虎证券","text":"老虎证券","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381200004","repostId":"1126709563","repostType":4,"isVote":1,"tweetType":1,"viewCount":1234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309509233,"gmtCreate":1602718860122,"gmtModify":1703827600970,"author":{"id":"3549707163898614","authorId":"3549707163898614","name":"四季流浪人","avatar":"https://static.tigerbbs.com/b9dcc0a979ecd759bb29c2bdb440f486","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549707163898614","authorIdStr":"3549707163898614"},"themes":[],"htmlText":"老虎🐯厉害","listText":"老虎🐯厉害","text":"老虎🐯厉害","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309509233","isVote":1,"tweetType":1,"viewCount":1044,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
