slightgreen的个人主页 - 老虎社区

slightgreen

slightgreen

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IP属地：上海

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08-30

学习期权策略

@孙哥888:my 2cents on PDD and NV，两大股王增长到头？

08-29

看着还不错但回购是不是太多了

英伟达Q3指引未达最高预期，新型Blackwell芯片生产遇阻

08-27

$拼多多(PDD)$ 超跌反弹？

08-23

纳斯达克可以X3 我选纳斯达克

08-17

$COIN 20240920 270.0 CALL$ 静待花开

08-15

$COIN 20240920 270.0 CALL$ 看好短期快速修复

08-15

$三倍做空半导体ETF-Direxion Daily(SOXS)$ 果然平了SQQ Q 反手是对的

08-09

$三倍做空半导体ETF-Direxion Daily(SOXS)$ 有没有人知道今天台积电业绩报表半导体怎么普跌啊[流泪]

08-02

$亚马逊(AMZN)$ 不会短期看空和微软相比竞争压力太大中期看以目前替代率云服务增长有限了

08-02

$NQ100指数主连 2409(NQmain)$ 跌了一千点直线下来就离谱

07-29

$纳指三倍做空ETF(SQQQ)$ 耐心持有

2020-11-24

跌成狗屎

抱歉，原内容已删除

2020-11-02

哄抬B价

抱歉，原内容已删除

去老虎APP查看更多动态

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2cents on PDD and NV，两大股王增长到头？","htmlText":"PDD：暴跌之后，昨晚继续跌停。基本上可以判定是有基金爆仓了。PDD 的一致性预期极高，高到何种程度呢？基本上中国做美股的私募一定会配置 PDD，并且很多人将其作为第一大仓位，有的甚至高达 30% 至 40%。这个仓位集中度类似于之前的日元利差交易。当集中度到达临界点时就会爆发，而拆掉这个集中度正如索罗斯所说的反身性。股价的阶段性底部一般伴随着爆仓，这也是我昨天开始买入 PDD 的 LEAP CALL（长期认购期权）的原因。 如今分歧非常大，不仅对基本面、对 Temu 存在分歧，甚至对估值的底部也有很大分歧。我认为基本面属于见仁见智，而在流水层面，再次重申，我觉得爆仓就是底部的标志，有人被迫交出筹码。 NVidia： 贴一段郭明祺的分析。他是长期看多的。 我的看法是：英伟达由于 Blackwell 产品在换挡期稍微落后于预期，这没任何问题。从黄教主对市场一贯的安抚和激励（画饼）来看，英伟达对投资者的情绪把控非常好，对股价的维护信心很到位。那么就看你是否相信 AI 这个故事了。盘后最高跌了 8%，现在慢慢回升。我相信短线投资者下车，换上长线投资者上车，会更加支持教主把 AI 的梦做完。 但是话又说回来，英伟达是第一次在 3 万亿市值最高峰盘整，不论未来如何，它的赔率其实已经不大。持有正股不如采用 wheel strategy（一种期权策略）来赚取高额的期权金。","listText":"PDD：暴跌之后，昨晚继续跌停。基本上可以判定是有基金爆仓了。PDD 的一致性预期极高，高到何种程度呢？基本上中国做美股的私募一定会配置 PDD，并且很多人将其作为第一大仓位，有的甚至高达 30% 至 40%。这个仓位集中度类似于之前的日元利差交易。当集中度到达临界点时就会爆发，而拆掉这个集中度正如索罗斯所说的反身性。股价的阶段性底部一般伴随着爆仓，这也是我昨天开始买入 PDD 的 LEAP CALL（长期认购期权）的原因。 如今分歧非常大，不仅对基本面、对 Temu 存在分歧，甚至对估值的底部也有很大分歧。我认为基本面属于见仁见智，而在流水层面，再次重申，我觉得爆仓就是底部的标志，有人被迫交出筹码。 NVidia： 贴一段郭明祺的分析。他是长期看多的。 我的看法是：英伟达由于 Blackwell 产品在换挡期稍微落后于预期，这没任何问题。从黄教主对市场一贯的安抚和激励（画饼）来看，英伟达对投资者的情绪把控非常好，对股价的维护信心很到位。那么就看你是否相信 AI 这个故事了。盘后最高跌了 8%，现在慢慢回升。我相信短线投资者下车，换上长线投资者上车，会更加支持教主把 AI 的梦做完。 但是话又说回来，英伟达是第一次在 3 万亿市值最高峰盘整，不论未来如何，它的赔率其实已经不大。持有正股不如采用 wheel strategy（一种期权策略）来赚取高额的期权金。","text":"PDD：暴跌之后，昨晚继续跌停。基本上可以判定是有基金爆仓了。PDD 的一致性预期极高，高到何种程度呢？基本上中国做美股的私募一定会配置 PDD，并且很多人将其作为第一大仓位，有的甚至高达 30% 至 40%。这个仓位集中度类似于之前的日元利差交易。当集中度到达临界点时就会爆发，而拆掉这个集中度正如索罗斯所说的反身性。股价的阶段性底部一般伴随着爆仓，这也是我昨天开始买入 PDD 的 LEAP CALL（长期认购期权）的原因。 如今分歧非常大，不仅对基本面、对 Temu 存在分歧，甚至对估值的底部也有很大分歧。我认为基本面属于见仁见智，而在流水层面，再次重申，我觉得爆仓就是底部的标志，有人被迫交出筹码。 NVidia： 贴一段郭明祺的分析。他是长期看多的。 我的看法是：英伟达由于 Blackwell 产品在换挡期稍微落后于预期，这没任何问题。从黄教主对市场一贯的安抚和激励（画饼）来看，英伟达对投资者的情绪把控非常好，对股价的维护信心很到位。那么就看你是否相信 AI 这个故事了。盘后最高跌了 8%，现在慢慢回升。我相信短线投资者下车，换上长线投资者上车，会更加支持教主把 AI 的梦做完。 但是话又说回来，英伟达是第一次在 3 万亿市值最高峰盘整，不论未来如何，它的赔率其实已经不大。持有正股不如采用 wheel strategy（一种期权策略）来赚取高额的期权金。","images":[{"img":"https://static.tigerbbs.com/66b962d03dae123142c29cda79422c38","width":"1196","height":"712"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343555023339736","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343444382826608,"gmtCreate":1724877835041,"gmtModify":1724877836734,"author":{"id":"3559790199508169","authorId":"3559790199508169","name":"slightgreen","avatar":"https://static.tigerbbs.com/17c22cecd23a542aa14f2ed9ed8361a2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559790199508169","authorIdStr":"3559790199508169"},"themes":[],"htmlText":"看着还不错 但回购是不是太多了","listText":"看着还不错 但回购是不是太多了","text":"看着还不错 但回购是不是太多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343444382826608","repostId":"1165913899","repostType":2,"repost":{"id":"1165913899","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":1724876430,"share":"https://www.laohu8.com/m/news/1165913899?lang=&edition=full","pubTime":"2024-08-29 04:20","market":"us","language":"zh","title":"英伟达Q3指引未达最高预期，新型Blackwell芯片生产遇阻","url":"https://stock-news.laohu8.com/highlight/detail?id=1165913899","media":"老虎资讯综合","summary":"8月29日，$英伟达(NVDA)$发布2025财年第二季度业绩。财报显示，第二季度营收300亿美元，上年同期135.07亿美元，市场预期286.1亿美元。Q2数据中心收入为263亿美元，预测为250.8亿美元。预计第三财季收入为325亿美元，上下浮动为正负2%，市场预期为319亿美元。董事会批准追加500亿美元股票回购。","content":"<html><head></head><body><p><strong>【<a href=\"https://www.laohu8.com/m/live/1808137401998442/?name=RNLive&amp;rndata=%7B%22liveId%22%3A%221808137401998442%22%2C%22type%22%3A1%7D\" title=\"直播：英伟达FY2025Q2业绩电话会议\" target=\"_blank\" class=\"\">直播回放：英伟达FY2025Q2业绩电话会议</a>】</strong></p><blockquote><p>身处人工智能热潮风口浪尖的芯片制造商英伟达给出的收入预测不及一些最乐观的预期，引发了人们对其爆炸性涨势正在衰退的担忧。</p></blockquote><p>8月29日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发布2025财年第二季度业绩。财报显示，第二季度营收300亿美元，上年同期135.07亿美元，市场预期288.57亿美元；净利润165.99亿美元，上年同期61.88亿美元，市场预期148.32亿美元；每股收益0.67美元，上年同期2.48美元，市场预期0.64美元；调整后每股收益0.68美元，市场预期0.64美元。二季度调整后毛利润率75.7%，市场预期75.5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6098abb74f2488d3a1fd151fd43fd286\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52173f2a27c036f83f6b319bf90f01f1\" title=\"\" tg-width=\"630\" tg-height=\"757\"/></p><p><strong>分业务来看：</strong></p><ul style=\"\"><li><p><strong>数据中心</strong>：二季度数据中心营收263亿美元，同比增长154%，分析师预期251亿美元，前一季度同比增长427%。</p></li><li><p><strong>游戏和AI PC</strong>：二季度游戏和AI PC业务营收29亿美元，同比增长16%，前一季度同比增长18%。</p></li><li><p><strong>专业可视化</strong>：二季度专业可视化营收4.54亿美元，同比增长20%，前一季度同比增长45%。</p></li><li><p><strong>汽车和机器人</strong>：二季度汽车和机器人业务营收3.46亿美元，同比增长37%，前一季度同比增长11%。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b41e596b755aac267ef90bcf47e901d\" title=\"\" tg-width=\"1407\" tg-height=\"678\"/></p><p><strong>业绩指引：</strong></p><ul style=\"\"><li><p style=\"text-align: justify;\"><strong>营收</strong>：三季度营收预计为325亿美元，上下浮动2%，即318.5亿至331.5亿美元，分析师预期均值319亿美元，最高预期379亿美元。</p></li><li><p style=\"text-align: justify;\"><strong>毛利率</strong>：三季度非GAAP口径下毛利率预计为75%，上下浮动50个基点，即74.5%至75.5%。</p></li></ul><p><strong>分红与回购：</strong></p><ul style=\"\"><li><p style=\"text-align: justify;\">2025财年上半年，公司以回购股票和现金股息的形式向股东回馈154亿美元。截至第二季度末，公司剩余的股票回购授权金额为75亿美元。</p></li><li><p style=\"text-align: justify;\">2024年8月26日，董事会批准了额外的500亿美元股票回购授权，并无到期期限。</p></li></ul><p>对于曾传出将延迟发货消息而备受关注的先进芯片Blackwell架构芯片，英伟达乐观预计本财年最后一个季度将带来数十亿美元收入。</p><p>财报发布后，英伟达盘后大幅波动，现跌逾8%。受此影响，美股芯片股盘后集体走低，AMD、美光科技、ARM均跌超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2dbf2de8230276337f94ea35349d1318\" title=\"\" tg-width=\"867\" tg-height=\"831\"/></p><p><strong>英伟达营收展望不及最乐观预期，新型Blackwell芯片生产遇阻</strong></p><p>身处人工智能热潮风口浪尖的芯片制造商英伟达给出的收入预测不及一些最乐观的预期，引发了人们对其爆炸性涨势正在衰退的担忧。</p><p>该公司周三表示，第三季度收入将达到约325亿美元。虽然分析师平均预期为319亿美元，但预期区间高端达379亿美元。该公司还表示，其备受期待的新型Blackwell芯片在生产过程中遇到困难，这令该股盘后下跌。这一展望可能会削弱推动英伟达成为全球市值第二高公司的人工智能热潮。这家芯片制造商是企业争相升级数据中心以处理人工智能软件的主要受益者，其销售预测已成为支出热潮的晴雨表。</p><p>在发布公告之前，人们一度担心英伟达的新型Blackwell芯片设计存在问题。英伟达承认在生产方面存在问题，表示正在进行改革以提高生产良率——即合格产品的比例。尽管分析师持续上调预期，但英伟达此前连续几个季度业绩都超出了华尔街的预期。不过，增长大多来自一小部分客户。英伟达约40%的收入来自大型数据中心运营商，例如Alphabet旗下的谷歌和Meta。这些公司正在向人工智能基础设施投入数百亿美元。</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>英伟达Q3指引未达最高预期，新型Blackwell芯片生产遇阻</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英伟达Q3指引未达最高预期，新型Blackwell芯片生产遇阻\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\">2024-08-29 04:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>【<a href=\"https://www.laohu8.com/m/live/1808137401998442/?name=RNLive&amp;rndata=%7B%22liveId%22%3A%221808137401998442%22%2C%22type%22%3A1%7D\" title=\"直播：英伟达FY2025Q2业绩电话会议\" target=\"_blank\" class=\"\">直播回放：英伟达FY2025Q2业绩电话会议</a>】</strong></p><blockquote><p>身处人工智能热潮风口浪尖的芯片制造商英伟达给出的收入预测不及一些最乐观的预期，引发了人们对其爆炸性涨势正在衰退的担忧。</p></blockquote><p>8月29日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发布2025财年第二季度业绩。财报显示，第二季度营收300亿美元，上年同期135.07亿美元，市场预期288.57亿美元；净利润165.99亿美元，上年同期61.88亿美元，市场预期148.32亿美元；每股收益0.67美元，上年同期2.48美元，市场预期0.64美元；调整后每股收益0.68美元，市场预期0.64美元。二季度调整后毛利润率75.7%，市场预期75.5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6098abb74f2488d3a1fd151fd43fd286\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52173f2a27c036f83f6b319bf90f01f1\" title=\"\" tg-width=\"630\" tg-height=\"757\"/></p><p><strong>分业务来看：</strong></p><ul style=\"\"><li><p><strong>数据中心</strong>：二季度数据中心营收263亿美元，同比增长154%，分析师预期251亿美元，前一季度同比增长427%。</p></li><li><p><strong>游戏和AI PC</strong>：二季度游戏和AI PC业务营收29亿美元，同比增长16%，前一季度同比增长18%。</p></li><li><p><strong>专业可视化</strong>：二季度专业可视化营收4.54亿美元，同比增长20%，前一季度同比增长45%。</p></li><li><p><strong>汽车和机器人</strong>：二季度汽车和机器人业务营收3.46亿美元，同比增长37%，前一季度同比增长11%。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b41e596b755aac267ef90bcf47e901d\" title=\"\" tg-width=\"1407\" tg-height=\"678\"/></p><p><strong>业绩指引：</strong></p><ul style=\"\"><li><p style=\"text-align: justify;\"><strong>营收</strong>：三季度营收预计为325亿美元，上下浮动2%，即318.5亿至331.5亿美元，分析师预期均值319亿美元，最高预期379亿美元。</p></li><li><p style=\"text-align: justify;\"><strong>毛利率</strong>：三季度非GAAP口径下毛利率预计为75%，上下浮动50个基点，即74.5%至75.5%。</p></li></ul><p><strong>分红与回购：</strong></p><ul style=\"\"><li><p style=\"text-align: justify;\">2025财年上半年，公司以回购股票和现金股息的形式向股东回馈154亿美元。截至第二季度末，公司剩余的股票回购授权金额为75亿美元。</p></li><li><p style=\"text-align: justify;\">2024年8月26日，董事会批准了额外的500亿美元股票回购授权，并无到期期限。</p></li></ul><p>对于曾传出将延迟发货消息而备受关注的先进芯片Blackwell架构芯片，英伟达乐观预计本财年最后一个季度将带来数十亿美元收入。</p><p>财报发布后，英伟达盘后大幅波动，现跌逾8%。受此影响，美股芯片股盘后集体走低，AMD、美光科技、ARM均跌超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2dbf2de8230276337f94ea35349d1318\" title=\"\" tg-width=\"867\" tg-height=\"831\"/></p><p><strong>英伟达营收展望不及最乐观预期，新型Blackwell芯片生产遇阻</strong></p><p>身处人工智能热潮风口浪尖的芯片制造商英伟达给出的收入预测不及一些最乐观的预期，引发了人们对其爆炸性涨势正在衰退的担忧。</p><p>该公司周三表示，第三季度收入将达到约325亿美元。虽然分析师平均预期为319亿美元，但预期区间高端达379亿美元。该公司还表示，其备受期待的新型Blackwell芯片在生产过程中遇到困难，这令该股盘后下跌。这一展望可能会削弱推动英伟达成为全球市值第二高公司的人工智能热潮。这家芯片制造商是企业争相升级数据中心以处理人工智能软件的主要受益者，其销售预测已成为支出热潮的晴雨表。</p><p>在发布公告之前，人们一度担心英伟达的新型Blackwell芯片设计存在问题。英伟达承认在生产方面存在问题，表示正在进行改革以提高生产良率——即合格产品的比例。尽管分析师持续上调预期，但英伟达此前连续几个季度业绩都超出了华尔街的预期。不过，增长大多来自一小部分客户。英伟达约40%的收入来自大型数据中心运营商，例如Alphabet旗下的谷歌和Meta。这些公司正在向人工智能基础设施投入数百亿美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4579":"人工智能","BK4588":"碎股","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC 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PC业务营收29亿美元，同比增长16%，前一季度同比增长18%。专业可视化：二季度专业可视化营收4.54亿美元，同比增长20%，前一季度同比增长45%。汽车和机器人：二季度汽车和机器人业务营收3.46亿美元，同比增长37%，前一季度同比增长11%。业绩指引：营收：三季度营收预计为325亿美元，上下浮动2%，即318.5亿至331.5亿美元，分析师预期均值319亿美元，最高预期379亿美元。毛利率：三季度非GAAP口径下毛利率预计为75%，上下浮动50个基点，即74.5%至75.5%。分红与回购：2025财年上半年，公司以回购股票和现金股息的形式向股东回馈154亿美元。截至第二季度末，公司剩余的股票回购授权金额为75亿美元。2024年8月26日，董事会批准了额外的500亿美元股票回购授权，并无到期期限。对于曾传出将延迟发货消息而备受关注的先进芯片Blackwell架构芯片，英伟达乐观预计本财年最后一个季度将带来数十亿美元收入。财报发布后，英伟达盘后大幅波动，现跌逾8%。受此影响，美股芯片股盘后集体走低，AMD、美光科技、ARM均跌超3%。英伟达营收展望不及最乐观预期，新型Blackwell芯片生产遇阻身处人工智能热潮风口浪尖的芯片制造商英伟达给出的收入预测不及一些最乐观的预期，引发了人们对其爆炸性涨势正在衰退的担忧。该公司周三表示，第三季度收入将达到约325亿美元。虽然分析师平均预期为319亿美元，但预期区间高端达379亿美元。该公司还表示，其备受期待的新型Blackwell芯片在生产过程中遇到困难，这令该股盘后下跌。这一展望可能会削弱推动英伟达成为全球市值第二高公司的人工智能热潮。这家芯片制造商是企业争相升级数据中心以处理人工智能软件的主要受益者，其销售预测已成为支出热潮的晴雨表。在发布公告之前，人们一度担心英伟达的新型Blackwell芯片设计存在问题。英伟达承认在生产方面存在问题，表示正在进行改革以提高生产良率——即合格产品的比例。尽管分析师持续上调预期，但英伟达此前连续几个季度业绩都超出了华尔街的预期。不过，增长大多来自一小部分客户。英伟达约40%的收入来自大型数据中心运营商，例如Alphabet旗下的谷歌和Meta。这些公司正在向人工智能基础设施投入数百亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342902753456320,"gmtCreate":1724721659134,"gmtModify":1724721660671,"author":{"id":"3559790199508169","authorId":"3559790199508169","name":"slightgreen","avatar":"https://static.tigerbbs.com/17c22cecd23a542aa14f2ed9ed8361a2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559790199508169","authorIdStr":"3559790199508169"},"themes":[],"htmlText":"<a 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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蚂蚁港股录得3宗暗盘成交，较招股价升35-50%\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\">2020-11-02 16:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>将于本周四挂牌，其散户的暗盘交易场要在周三收市后才进行，但机构投资者已率先交易买卖。</p><p>截至发稿，机构投资者之间就蚂蚁的暗盘交易今日录得3宗成交，成交价分别为108港元、115港元及120港元，较招股价80港元，升35%、43.75%及50%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fec66c3fb15c98f93b78dac8cf6cc651","relate_stocks":{"06688":"蚂蚁集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171535855","content_text":"蚂蚁集团将于本周四挂牌，其散户的暗盘交易场要在周三收市后才进行，但机构投资者已率先交易买卖。截至发稿，机构投资者之间就蚂蚁的暗盘交易今日录得3宗成交，成交价分别为108港元、115港元及120港元，较招股价80港元，升35%、43.75%及50%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1280,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343748311175256,"gmtCreate":1724952036058,"gmtModify":1724952037979,"author":{"id":"3559790199508169","authorId":"3559790199508169","name":"slightgreen","avatar":"https://static.tigerbbs.com/17c22cecd23a542aa14f2ed9ed8361a2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559790199508169","authorIdStr":"3559790199508169"},"themes":[],"htmlText":"学习期权策略","listText":"学习期权策略","text":"学习期权策略","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343748311175256","repostId":"343555023339736","repostType":1,"repost":{"id":343555023339736,"gmtCreate":1724904964850,"gmtModify":1727426029296,"author":{"id":"3556765360706637","authorId":"3556765360706637","name":"孙哥888","avatar":"https://static.tigerbbs.com/57fb1479f04009593f567136f8d83b16","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556765360706637","authorIdStr":"3556765360706637"},"themes":[],"title":"my 2cents on PDD and NV，两大股王增长到头？","htmlText":"PDD：暴跌之后，昨晚继续跌停。基本上可以判定是有基金爆仓了。PDD 的一致性预期极高，高到何种程度呢？基本上中国做美股的私募一定会配置 PDD，并且很多人将其作为第一大仓位，有的甚至高达 30% 至 40%。这个仓位集中度类似于之前的日元利差交易。当集中度到达临界点时就会爆发，而拆掉这个集中度正如索罗斯所说的反身性。股价的阶段性底部一般伴随着爆仓，这也是我昨天开始买入 PDD 的 LEAP CALL（长期认购期权）的原因。 如今分歧非常大，不仅对基本面、对 Temu 存在分歧，甚至对估值的底部也有很大分歧。我认为基本面属于见仁见智，而在流水层面，再次重申，我觉得爆仓就是底部的标志，有人被迫交出筹码。 NVidia： 贴一段郭明祺的分析。他是长期看多的。 我的看法是：英伟达由于 Blackwell 产品在换挡期稍微落后于预期，这没任何问题。从黄教主对市场一贯的安抚和激励（画饼）来看，英伟达对投资者的情绪把控非常好，对股价的维护信心很到位。那么就看你是否相信 AI 这个故事了。盘后最高跌了 8%，现在慢慢回升。我相信短线投资者下车，换上长线投资者上车，会更加支持教主把 AI 的梦做完。 但是话又说回来，英伟达是第一次在 3 万亿市值最高峰盘整，不论未来如何，它的赔率其实已经不大。持有正股不如采用 wheel strategy（一种期权策略）来赚取高额的期权金。","listText":"PDD：暴跌之后，昨晚继续跌停。基本上可以判定是有基金爆仓了。PDD 的一致性预期极高，高到何种程度呢？基本上中国做美股的私募一定会配置 PDD，并且很多人将其作为第一大仓位，有的甚至高达 30% 至 40%。这个仓位集中度类似于之前的日元利差交易。当集中度到达临界点时就会爆发，而拆掉这个集中度正如索罗斯所说的反身性。股价的阶段性底部一般伴随着爆仓，这也是我昨天开始买入 PDD 的 LEAP CALL（长期认购期权）的原因。 如今分歧非常大，不仅对基本面、对 Temu 存在分歧，甚至对估值的底部也有很大分歧。我认为基本面属于见仁见智，而在流水层面，再次重申，我觉得爆仓就是底部的标志，有人被迫交出筹码。 NVidia： 贴一段郭明祺的分析。他是长期看多的。 我的看法是：英伟达由于 Blackwell 产品在换挡期稍微落后于预期，这没任何问题。从黄教主对市场一贯的安抚和激励（画饼）来看，英伟达对投资者的情绪把控非常好，对股价的维护信心很到位。那么就看你是否相信 AI 这个故事了。盘后最高跌了 8%，现在慢慢回升。我相信短线投资者下车，换上长线投资者上车，会更加支持教主把 AI 的梦做完。 但是话又说回来，英伟达是第一次在 3 万亿市值最高峰盘整，不论未来如何，它的赔率其实已经不大。持有正股不如采用 wheel strategy（一种期权策略）来赚取高额的期权金。","text":"PDD：暴跌之后，昨晚继续跌停。基本上可以判定是有基金爆仓了。PDD 的一致性预期极高，高到何种程度呢？基本上中国做美股的私募一定会配置 PDD，并且很多人将其作为第一大仓位，有的甚至高达 30% 至 40%。这个仓位集中度类似于之前的日元利差交易。当集中度到达临界点时就会爆发，而拆掉这个集中度正如索罗斯所说的反身性。股价的阶段性底部一般伴随着爆仓，这也是我昨天开始买入 PDD 的 LEAP CALL（长期认购期权）的原因。 如今分歧非常大，不仅对基本面、对 Temu 存在分歧，甚至对估值的底部也有很大分歧。我认为基本面属于见仁见智，而在流水层面，再次重申，我觉得爆仓就是底部的标志，有人被迫交出筹码。 NVidia： 贴一段郭明祺的分析。他是长期看多的。 我的看法是：英伟达由于 Blackwell 产品在换挡期稍微落后于预期，这没任何问题。从黄教主对市场一贯的安抚和激励（画饼）来看，英伟达对投资者的情绪把控非常好，对股价的维护信心很到位。那么就看你是否相信 AI 这个故事了。盘后最高跌了 8%，现在慢慢回升。我相信短线投资者下车，换上长线投资者上车，会更加支持教主把 AI 的梦做完。 但是话又说回来，英伟达是第一次在 3 万亿市值最高峰盘整，不论未来如何，它的赔率其实已经不大。持有正股不如采用 wheel strategy（一种期权策略）来赚取高额的期权金。","images":[{"img":"https://static.tigerbbs.com/66b962d03dae123142c29cda79422c38","width":"1196","height":"712"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343555023339736","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343444382826608,"gmtCreate":1724877835041,"gmtModify":1724877836734,"author":{"id":"3559790199508169","authorId":"3559790199508169","name":"slightgreen","avatar":"https://static.tigerbbs.com/17c22cecd23a542aa14f2ed9ed8361a2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559790199508169","authorIdStr":"3559790199508169"},"themes":[],"htmlText":"看着还不错 但回购是不是太多了","listText":"看着还不错 但回购是不是太多了","text":"看着还不错 但回购是不是太多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343444382826608","repostId":"1165913899","repostType":2,"repost":{"id":"1165913899","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":1724876430,"share":"https://www.laohu8.com/m/news/1165913899?lang=&edition=full","pubTime":"2024-08-29 04:20","market":"us","language":"zh","title":"英伟达Q3指引未达最高预期，新型Blackwell芯片生产遇阻","url":"https://stock-news.laohu8.com/highlight/detail?id=1165913899","media":"老虎资讯综合","summary":"8月29日，$英伟达(NVDA)$发布2025财年第二季度业绩。财报显示，第二季度营收300亿美元，上年同期135.07亿美元，市场预期286.1亿美元。Q2数据中心收入为263亿美元，预测为250.8亿美元。预计第三财季收入为325亿美元，上下浮动为正负2%，市场预期为319亿美元。董事会批准追加500亿美元股票回购。","content":"<html><head></head><body><p><strong>【<a href=\"https://www.laohu8.com/m/live/1808137401998442/?name=RNLive&amp;rndata=%7B%22liveId%22%3A%221808137401998442%22%2C%22type%22%3A1%7D\" title=\"直播：英伟达FY2025Q2业绩电话会议\" target=\"_blank\" class=\"\">直播回放：英伟达FY2025Q2业绩电话会议</a>】</strong></p><blockquote><p>身处人工智能热潮风口浪尖的芯片制造商英伟达给出的收入预测不及一些最乐观的预期，引发了人们对其爆炸性涨势正在衰退的担忧。</p></blockquote><p>8月29日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发布2025财年第二季度业绩。财报显示，第二季度营收300亿美元，上年同期135.07亿美元，市场预期288.57亿美元；净利润165.99亿美元，上年同期61.88亿美元，市场预期148.32亿美元；每股收益0.67美元，上年同期2.48美元，市场预期0.64美元；调整后每股收益0.68美元，市场预期0.64美元。二季度调整后毛利润率75.7%，市场预期75.5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6098abb74f2488d3a1fd151fd43fd286\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52173f2a27c036f83f6b319bf90f01f1\" title=\"\" tg-width=\"630\" tg-height=\"757\"/></p><p><strong>分业务来看：</strong></p><ul style=\"\"><li><p><strong>数据中心</strong>：二季度数据中心营收263亿美元，同比增长154%，分析师预期251亿美元，前一季度同比增长427%。</p></li><li><p><strong>游戏和AI PC</strong>：二季度游戏和AI PC业务营收29亿美元，同比增长16%，前一季度同比增长18%。</p></li><li><p><strong>专业可视化</strong>：二季度专业可视化营收4.54亿美元，同比增长20%，前一季度同比增长45%。</p></li><li><p><strong>汽车和机器人</strong>：二季度汽车和机器人业务营收3.46亿美元，同比增长37%，前一季度同比增长11%。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b41e596b755aac267ef90bcf47e901d\" title=\"\" tg-width=\"1407\" tg-height=\"678\"/></p><p><strong>业绩指引：</strong></p><ul style=\"\"><li><p style=\"text-align: justify;\"><strong>营收</strong>：三季度营收预计为325亿美元，上下浮动2%，即318.5亿至331.5亿美元，分析师预期均值319亿美元，最高预期379亿美元。</p></li><li><p style=\"text-align: justify;\"><strong>毛利率</strong>：三季度非GAAP口径下毛利率预计为75%，上下浮动50个基点，即74.5%至75.5%。</p></li></ul><p><strong>分红与回购：</strong></p><ul style=\"\"><li><p style=\"text-align: justify;\">2025财年上半年，公司以回购股票和现金股息的形式向股东回馈154亿美元。截至第二季度末，公司剩余的股票回购授权金额为75亿美元。</p></li><li><p style=\"text-align: justify;\">2024年8月26日，董事会批准了额外的500亿美元股票回购授权，并无到期期限。</p></li></ul><p>对于曾传出将延迟发货消息而备受关注的先进芯片Blackwell架构芯片，英伟达乐观预计本财年最后一个季度将带来数十亿美元收入。</p><p>财报发布后，英伟达盘后大幅波动，现跌逾8%。受此影响，美股芯片股盘后集体走低，AMD、美光科技、ARM均跌超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2dbf2de8230276337f94ea35349d1318\" title=\"\" tg-width=\"867\" tg-height=\"831\"/></p><p><strong>英伟达营收展望不及最乐观预期，新型Blackwell芯片生产遇阻</strong></p><p>身处人工智能热潮风口浪尖的芯片制造商英伟达给出的收入预测不及一些最乐观的预期，引发了人们对其爆炸性涨势正在衰退的担忧。</p><p>该公司周三表示，第三季度收入将达到约325亿美元。虽然分析师平均预期为319亿美元，但预期区间高端达379亿美元。该公司还表示，其备受期待的新型Blackwell芯片在生产过程中遇到困难，这令该股盘后下跌。这一展望可能会削弱推动英伟达成为全球市值第二高公司的人工智能热潮。这家芯片制造商是企业争相升级数据中心以处理人工智能软件的主要受益者，其销售预测已成为支出热潮的晴雨表。</p><p>在发布公告之前，人们一度担心英伟达的新型Blackwell芯片设计存在问题。英伟达承认在生产方面存在问题，表示正在进行改革以提高生产良率——即合格产品的比例。尽管分析师持续上调预期，但英伟达此前连续几个季度业绩都超出了华尔街的预期。不过，增长大多来自一小部分客户。英伟达约40%的收入来自大型数据中心运营商，例如Alphabet旗下的谷歌和Meta。这些公司正在向人工智能基础设施投入数百亿美元。</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>英伟达Q3指引未达最高预期，新型Blackwell芯片生产遇阻</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英伟达Q3指引未达最高预期，新型Blackwell芯片生产遇阻\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\">2024-08-29 04:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>【<a href=\"https://www.laohu8.com/m/live/1808137401998442/?name=RNLive&amp;rndata=%7B%22liveId%22%3A%221808137401998442%22%2C%22type%22%3A1%7D\" title=\"直播：英伟达FY2025Q2业绩电话会议\" target=\"_blank\" class=\"\">直播回放：英伟达FY2025Q2业绩电话会议</a>】</strong></p><blockquote><p>身处人工智能热潮风口浪尖的芯片制造商英伟达给出的收入预测不及一些最乐观的预期，引发了人们对其爆炸性涨势正在衰退的担忧。</p></blockquote><p>8月29日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发布2025财年第二季度业绩。财报显示，第二季度营收300亿美元，上年同期135.07亿美元，市场预期288.57亿美元；净利润165.99亿美元，上年同期61.88亿美元，市场预期148.32亿美元；每股收益0.67美元，上年同期2.48美元，市场预期0.64美元；调整后每股收益0.68美元，市场预期0.64美元。二季度调整后毛利润率75.7%，市场预期75.5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6098abb74f2488d3a1fd151fd43fd286\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52173f2a27c036f83f6b319bf90f01f1\" title=\"\" tg-width=\"630\" tg-height=\"757\"/></p><p><strong>分业务来看：</strong></p><ul style=\"\"><li><p><strong>数据中心</strong>：二季度数据中心营收263亿美元，同比增长154%，分析师预期251亿美元，前一季度同比增长427%。</p></li><li><p><strong>游戏和AI PC</strong>：二季度游戏和AI PC业务营收29亿美元，同比增长16%，前一季度同比增长18%。</p></li><li><p><strong>专业可视化</strong>：二季度专业可视化营收4.54亿美元，同比增长20%，前一季度同比增长45%。</p></li><li><p><strong>汽车和机器人</strong>：二季度汽车和机器人业务营收3.46亿美元，同比增长37%，前一季度同比增长11%。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b41e596b755aac267ef90bcf47e901d\" title=\"\" tg-width=\"1407\" tg-height=\"678\"/></p><p><strong>业绩指引：</strong></p><ul style=\"\"><li><p style=\"text-align: justify;\"><strong>营收</strong>：三季度营收预计为325亿美元，上下浮动2%，即318.5亿至331.5亿美元，分析师预期均值319亿美元，最高预期379亿美元。</p></li><li><p style=\"text-align: justify;\"><strong>毛利率</strong>：三季度非GAAP口径下毛利率预计为75%，上下浮动50个基点，即74.5%至75.5%。</p></li></ul><p><strong>分红与回购：</strong></p><ul style=\"\"><li><p style=\"text-align: justify;\">2025财年上半年，公司以回购股票和现金股息的形式向股东回馈154亿美元。截至第二季度末，公司剩余的股票回购授权金额为75亿美元。</p></li><li><p style=\"text-align: justify;\">2024年8月26日，董事会批准了额外的500亿美元股票回购授权，并无到期期限。</p></li></ul><p>对于曾传出将延迟发货消息而备受关注的先进芯片Blackwell架构芯片，英伟达乐观预计本财年最后一个季度将带来数十亿美元收入。</p><p>财报发布后，英伟达盘后大幅波动，现跌逾8%。受此影响，美股芯片股盘后集体走低，AMD、美光科技、ARM均跌超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2dbf2de8230276337f94ea35349d1318\" title=\"\" tg-width=\"867\" tg-height=\"831\"/></p><p><strong>英伟达营收展望不及最乐观预期，新型Blackwell芯片生产遇阻</strong></p><p>身处人工智能热潮风口浪尖的芯片制造商英伟达给出的收入预测不及一些最乐观的预期，引发了人们对其爆炸性涨势正在衰退的担忧。</p><p>该公司周三表示，第三季度收入将达到约325亿美元。虽然分析师平均预期为319亿美元，但预期区间高端达379亿美元。该公司还表示，其备受期待的新型Blackwell芯片在生产过程中遇到困难，这令该股盘后下跌。这一展望可能会削弱推动英伟达成为全球市值第二高公司的人工智能热潮。这家芯片制造商是企业争相升级数据中心以处理人工智能软件的主要受益者，其销售预测已成为支出热潮的晴雨表。</p><p>在发布公告之前，人们一度担心英伟达的新型Blackwell芯片设计存在问题。英伟达承认在生产方面存在问题，表示正在进行改革以提高生产良率——即合格产品的比例。尽管分析师持续上调预期，但英伟达此前连续几个季度业绩都超出了华尔街的预期。不过，增长大多来自一小部分客户。英伟达约40%的收入来自大型数据中心运营商，例如Alphabet旗下的谷歌和Meta。这些公司正在向人工智能基础设施投入数百亿美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) 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10:06","market":"fut","language":"zh","title":"黄金刚刚又跌去10美元 空头愈发大胆，下一目标直指这一水平……","url":"https://stock-news.laohu8.com/highlight/detail?id=2085294436","media":"FX168","summary":"FX168财经报社(香港)讯 周二(11月24日)亚市盘中，现货黄金持续走低，目前失守1830美元，较日高跌去10美元，疫苗消息提振复苏希望，这进一步打击黄金的避险需求。\n　　周一黄金期货价格跌至四个月低点1,828.00美元...","content":"<html><body><div>\n<div><p>FX168财经报社(香港)讯 周二(11月24日)亚市盘中，现货黄金持续走低，目前失守1830美元，较日高跌去10美元，疫苗消息提振复苏希望，这进一步打击黄金的避险需求。</p><p>周一黄金期货价格跌至四个月低点1,828.00美元，已经失守近期低点1,848.00美元的关键技术支撑，12月黄金期货基准价格造成重大的短期技术损害。</p><p>以下是黄金空头在短期内需要挑战的下一个下跌价格目标，而看涨金价的人则需要坚定地进行防守，以避免更严重的短期技术面损失。</p><p>—200日均线，目前位于1808美元；</p><p>--1,800.00美元；</p><p>--1,750.00美元；</p><p>--1,700.00美元</p><p><span lang=\"EN-US\"><img height=\"289\" oldsrc=\"W020201124363828307561.png\" src=\"./W020201124363828307561.png\" width=\"553\"/></span></p><p><span lang=\"EN-US\">（黄金走势图 来源：Kitco）</span></p><p>受创的黄金多头若要在短期技术面基础上开始反弹，就必须将12月期货价格推高至周一高位1,870.00美元的强劲阻力位之上。</p><p>非常重要的是，较长期的周线图和月线图上黄金仍然看涨。而这些技术图对长期交易者/投资者(也被称为“买入并持有”集体)来说应该是最重要的。</p></div>\n<div>\n<div>\n<div>分享</div>\n<div>\n<div>  </div>\n</div>\n</div>\n</div>\n</div></body></html>","source":"fxdaily_fut","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>黄金刚刚又跌去10美元 空头愈发大胆，下一目标直指这一水平……</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n黄金刚刚又跌去10美元 空头愈发大胆，下一目标直指这一水平……\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-24 10:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.24k99.com/2011/4424362.shtml><strong>FX168</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>FX168财经报社(香港)讯 周二(11月24日)亚市盘中，现货黄金持续走低，目前失守1830美元，较日高跌去10美元，疫苗消息提振复苏希望，这进一步打击黄金的避险需求。周一黄金期货价格跌至四个月低点1,828.00美元，已经失守近期低点1,848.00美元的关键技术支撑，12月黄金期货基准价格造成重大的短期技术损害。以下是黄金空头在短期内需要挑战的下一个下跌价格目标，而看涨金价的人则需要坚定地...</p>\n\n<a href=\"https://www.24k99.com/2011/4424362.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://www.24k99.com/2011/W020201124363839721028.jpg","relate_stocks":{},"source_url":"https://www.24k99.com/2011/4424362.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2085294436","content_text":"FX168财经报社(香港)讯 周二(11月24日)亚市盘中，现货黄金持续走低，目前失守1830美元，较日高跌去10美元，疫苗消息提振复苏希望，这进一步打击黄金的避险需求。周一黄金期货价格跌至四个月低点1,828.00美元，已经失守近期低点1,848.00美元的关键技术支撑，12月黄金期货基准价格造成重大的短期技术损害。以下是黄金空头在短期内需要挑战的下一个下跌价格目标，而看涨金价的人则需要坚定地进行防守，以避免更严重的短期技术面损失。—200日均线，目前位于1808美元；--1,800.00美元；--1,750.00美元；--1,700.00美元（黄金走势图 来源：Kitco）受创的黄金多头若要在短期技术面基础上开始反弹，就必须将12月期货价格推高至周一高位1,870.00美元的强劲阻力位之上。非常重要的是，较长期的周线图和月线图上黄金仍然看涨。而这些技术图对长期交易者/投资者(也被称为“买入并持有”集体)来说应该是最重要的。\n\n\n分享","news_type":1},"isVote":1,"tweetType":1,"viewCount":1059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}