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山高人为峰wxs

山高人为峰wxs

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山高人为峰wxs

08-29

这么高的利润还未达预期？这么高的股价还要回购，牛弊！

英伟达Q3指引未达最高预期，新型Blackwell芯片生产遇阻

山高人为峰wxs

07-19

$特斯拉(TSLA)$ 每月4500万刀换来的就是这把屠刀吗？

山高人为峰wxs

04-02

$特斯拉(TSLA)$ 管他三七二十一，兄弟们，我梭哈了[财迷]

山高人为峰wxs

2021-11-08

$老虎证券(TIGR)$老虎上的资金安全吗？

山高人为峰wxs

2020-11-03

这分明是要碾s蚂蚁呀！

阿里巴巴盘前暴跌！蚂蚁集团暂缓科创板上市

山高人为峰wxs

2020-11-02

这是什么意思？要破发吗？

四部门联合约谈蚂蚁集团有关人员

去老虎APP查看更多动态

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这么高的股价还要回购，牛弊！","listText":"这么高的利润还未达预期？ 这么高的股价还要回购，牛弊！","text":"这么高的利润还未达预期？ 这么高的股价还要回购，牛弊！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343474433286256","repostId":"1165913899","repostType":2,"repost":{"id":"1165913899","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","NVDA":"英伟达","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","BK4551":"寇图资本持仓","BK4581":"高盛持仓","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED 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A"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165913899","content_text":"【直播回放：英伟达FY2025Q2业绩电话会议】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。8月29日，英伟达发布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%。分业务来看：数据中心：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%。游戏和AI PC：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%。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":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329180314407200,"gmtCreate":1721368162395,"gmtModify":1721372970858,"author":{"id":"3565230961051331","authorId":"3565230961051331","authorIdStr":"3565230961051331","name":"山高人为峰wxs","avatar":"https://static.tigerbbs.com/25f1176f164bb3d41d92283c00f76428","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565230961051331"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 每月4500万刀换来的就是这把屠刀吗？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 每月4500万刀换来的就是这把屠刀吗？","text":"$特斯拉(TSLA)$ 每月4500万刀换来的就是这把屠刀吗？","images":[{"img":"https://static.tigerbbs.com/c76307de89314a1521d915427670e687","width":"1170","height":"1975"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/329180314407200","isVote":1,"tweetType":1,"viewCount":4286,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4181824069367232","authorId":"4181824069367232","authorIdStr":"4181824069367232","name":"金色葡萄球菌","avatar":"https://static.tigerbbs.com/dbecde626ec6bb481e405fe6e22d8366","crmLevel":1,"crmLevelSwitch":0,"idStr":"4181824069367232"},"content":"我怎么印象里拜登给所有生产电车的美国车企都发补贴，就不给特斯拉，因为马斯克站队民主党。","text":"我怎么印象里拜登给所有生产电车的美国车企都发补贴，就不给特斯拉，因为马斯克站队民主党。","html":"我怎么印象里拜登给所有生产电车的美国车企都发补贴，就不给特斯拉，因为马斯克站队民主党。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":290979748143280,"gmtCreate":1712065996647,"gmtModify":1712114662326,"author":{"id":"3565230961051331","authorId":"3565230961051331","authorIdStr":"3565230961051331","name":"山高人为峰wxs","avatar":"https://static.tigerbbs.com/25f1176f164bb3d41d92283c00f76428","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565230961051331"},"themes":[],"htmlText":"<a 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有生之年可以看到回本，毕竟会通货膨胀，除非tsl倒闭"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":845470216,"gmtCreate":1636363971093,"gmtModify":1636363971093,"author":{"id":"3565230961051331","authorId":"3565230961051331","authorIdStr":"3565230961051331","name":"山高人为峰wxs","avatar":"https://static.tigerbbs.com/25f1176f164bb3d41d92283c00f76428","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565230961051331"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>老虎上的资金安全吗？","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>老虎上的资金安全吗？","text":"$老虎证券(TIGR)$老虎上的资金安全吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/845470216","isVote":1,"tweetType":1,"viewCount":5736,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573474783379369","authorId":"3573474783379369","authorIdStr":"3573474783379369","name":"HeyBrand","avatar":"https://static.tigerbbs.com/3325914ad9baf84870e8fa3804aadc07","crmLevel":2,"crmLevelSwitch":0,"idStr":"3573474783379369"},"content":"不要慌，正规来源的美元， 没人敢没收你的","text":"不要慌，正规来源的美元， 没人敢没收你的","html":"不要慌，正规来源的美元， 没人敢没收你的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306215453,"gmtCreate":1604408127872,"gmtModify":1703832886375,"author":{"id":"3565230961051331","authorId":"3565230961051331","authorIdStr":"3565230961051331","name":"山高人为峰wxs","avatar":"https://static.tigerbbs.com/25f1176f164bb3d41d92283c00f76428","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565230961051331"},"themes":[],"htmlText":"这分明是要碾s蚂蚁呀！","listText":"这分明是要碾s蚂蚁呀！","text":"这分明是要碾s蚂蚁呀！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306215453","repostId":"1187966711","repostType":4,"repost":{"id":"1187966711","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":1604407949,"share":"https://www.laohu8.com/m/news/1187966711?lang=&edition=full","pubTime":"2020-11-03 20:52","market":"sh","language":"zh","title":"阿里巴巴盘前暴跌！蚂蚁集团暂缓科创板上市","url":"https://stock-news.laohu8.com/highlight/detail?id=1187966711","media":"老虎资讯综合","summary":"上交所发布关于暂缓蚂蚁科技集团股份有限公司科创板上市的决定。上交所宣布暂缓蚂蚁集团上市，蚂蚁集团于上交所上市进程的网页，已被删除，科创版网站的多个页面，亦显示不存在。蚂蚁科技集团股份有限公司：你公司原申请于2020年11月5日在上海证券交易所科创板上市。你公司及保荐人应当依照规定作出公告，说明重大事项相关情况及你公司将暂缓上市。受此消息影响，阿里巴巴美股盘前下挫超5%。","content":"<p>上交所发布关于暂缓蚂蚁科技集团股份有限公司科创板上市的决定。上交所宣布暂缓蚂蚁集团上市，蚂蚁集团于上交所上市进程的网页，已被删除，科创版网站的多个页面，亦显示不存在。</p><p>蚂蚁科技集团股份有限公司：你公司原申请于2020年11月5日在上海证券交易所（以下简称本所）科创板上市。近日，发生你公司实际控制人及董事长、总经理被有关部门联合进行监管约谈，你公司也报告所处的金融科技监管环境发生变化等重大事项。该重大事项可能导致你公司不符合发行上市条件或者信息披露要求。根据《科创板首次公开发行股票注册管理办法（试行）》第二十六条和《上海证券交易所股票发行上市审核规则》第六十条等规定，并征询保荐机构的意见，本所决定你公司暂缓上市。你公司及保荐人应当依照规定作出公告，说明重大事项相关情况及你公司将暂缓上市。本所将与你公司及保荐人保持沟通。</p><p>上海证券交易所</p><p>二○二○年十一月三日</p><p><img src=\"https://static.tigerbbs.com/ab2f6518dcb079c4a4e744cd6d07ebf2\" tg-width=\"794\" tg-height=\"470\"></p><p>受此消息影响，阿里巴巴美股盘前下挫超5%。有投行人士指出，如果有公司在上市期间被监管约谈，属会后重大事项，应当被要求补充披露。“补充披露后可以再上市。</p><p><img src=\"https://static.tigerbbs.com/d7ed40c3ed3c911756485214d08b1bb7\" tg-width=\"840\" tg-height=\"606\"></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>阿里巴巴盘前暴跌！蚂蚁集团暂缓科创板上市</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 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class=\"title\">\n阿里巴巴盘前暴跌！蚂蚁集团暂缓科创板上市\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\">2020-11-03 20:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>上交所发布关于暂缓蚂蚁科技集团股份有限公司科创板上市的决定。上交所宣布暂缓蚂蚁集团上市，蚂蚁集团于上交所上市进程的网页，已被删除，科创版网站的多个页面，亦显示不存在。</p><p>蚂蚁科技集团股份有限公司：你公司原申请于2020年11月5日在上海证券交易所（以下简称本所）科创板上市。近日，发生你公司实际控制人及董事长、总经理被有关部门联合进行监管约谈，你公司也报告所处的金融科技监管环境发生变化等重大事项。该重大事项可能导致你公司不符合发行上市条件或者信息披露要求。根据《科创板首次公开发行股票注册管理办法（试行）》第二十六条和《上海证券交易所股票发行上市审核规则》第六十条等规定，并征询保荐机构的意见，本所决定你公司暂缓上市。你公司及保荐人应当依照规定作出公告，说明重大事项相关情况及你公司将暂缓上市。本所将与你公司及保荐人保持沟通。</p><p>上海证券交易所</p><p>二○二○年十一月三日</p><p><img src=\"https://static.tigerbbs.com/ab2f6518dcb079c4a4e744cd6d07ebf2\" tg-width=\"794\" tg-height=\"470\"></p><p>受此消息影响，阿里巴巴美股盘前下挫超5%。有投行人士指出，如果有公司在上市期间被监管约谈，属会后重大事项，应当被要求补充披露。“补充披露后可以再上市。</p><p><img src=\"https://static.tigerbbs.com/d7ed40c3ed3c911756485214d08b1bb7\" tg-width=\"840\" tg-height=\"606\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1684aaaa06891b8d2dd04a9941acb502","relate_stocks":{"06688":"蚂蚁集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187966711","content_text":"上交所发布关于暂缓蚂蚁科技集团股份有限公司科创板上市的决定。上交所宣布暂缓蚂蚁集团上市，蚂蚁集团于上交所上市进程的网页，已被删除，科创版网站的多个页面，亦显示不存在。蚂蚁科技集团股份有限公司：你公司原申请于2020年11月5日在上海证券交易所（以下简称本所）科创板上市。近日，发生你公司实际控制人及董事长、总经理被有关部门联合进行监管约谈，你公司也报告所处的金融科技监管环境发生变化等重大事项。该重大事项可能导致你公司不符合发行上市条件或者信息披露要求。根据《科创板首次公开发行股票注册管理办法（试行）》第二十六条和《上海证券交易所股票发行上市审核规则》第六十条等规定，并征询保荐机构的意见，本所决定你公司暂缓上市。你公司及保荐人应当依照规定作出公告，说明重大事项相关情况及你公司将暂缓上市。本所将与你公司及保荐人保持沟通。上海证券交易所二○二○年十一月三日受此消息影响，阿里巴巴美股盘前下挫超5%。有投行人士指出，如果有公司在上市期间被监管约谈，属会后重大事项，应当被要求补充披露。“补充披露后可以再上市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306166734,"gmtCreate":1604322284628,"gmtModify":1703832504649,"author":{"id":"3565230961051331","authorId":"3565230961051331","authorIdStr":"3565230961051331","name":"山高人为峰wxs","avatar":"https://static.tigerbbs.com/25f1176f164bb3d41d92283c00f76428","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565230961051331"},"themes":[],"htmlText":"这是什么意思？要破发吗？","listText":"这是什么意思？要破发吗？","text":"这是什么意思？要破发吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/306166734","repostId":"1152622548","repostType":4,"repost":{"id":"1152622548","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":1604322151,"share":"https://www.laohu8.com/m/news/1152622548?lang=&edition=full","pubTime":"2020-11-02 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21:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>今天，中国人民银行、中国银保监会、中国证监会、国家外汇管理局对蚂蚁集团实际控制人马云、董事长井贤栋、总裁胡晓明进行了监管约谈。</p><p><img src=\"https://static.tigerbbs.com/38ece7798aaabdd4d3767430b0f1794d\" tg-width=\"1492\" 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这么高的股价还要回购，牛弊！","listText":"这么高的利润还未达预期？ 这么高的股价还要回购，牛弊！","text":"这么高的利润还未达预期？ 这么高的股价还要回购，牛弊！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343474433286256","repostId":"1165913899","repostType":2,"repost":{"id":"1165913899","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 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n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","NVDA":"英伟达","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","BK4551":"寇图资本持仓","BK4581":"高盛持仓","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","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","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165913899","content_text":"【直播回放：英伟达FY2025Q2业绩电话会议】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。8月29日，英伟达发布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%。分业务来看：数据中心：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%。游戏和AI PC：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%。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":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306166734,"gmtCreate":1604322284628,"gmtModify":1703832504649,"author":{"id":"3565230961051331","authorId":"3565230961051331","authorIdStr":"3565230961051331","name":"山高人为峰wxs","avatar":"https://static.tigerbbs.com/25f1176f164bb3d41d92283c00f76428","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565230961051331"},"themes":[],"htmlText":"这是什么意思？要破发吗？","listText":"这是什么意思？要破发吗？","text":"这是什么意思？要破发吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/306166734","repostId":"1152622548","repostType":4,"repost":{"id":"1152622548","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":1604322151,"share":"https://www.laohu8.com/m/news/1152622548?lang=&edition=full","pubTime":"2020-11-02 21:02","market":"hk","language":"zh","title":"四部门联合约谈蚂蚁集团有关人员","url":"https://stock-news.laohu8.com/highlight/detail?id=1152622548","media":"老虎资讯综合","summary":"今天，中国人民银行、中国银保监会、中国证监会、国家外汇管理局对蚂蚁集团实际控制人马云、董事长井贤栋、总裁胡晓明进行了监管约谈。","content":"<p>今天，中国人民银行、中国银保监会、中国证监会、国家外汇管理局对蚂蚁集团实际控制人马云、董事长井贤栋、总裁胡晓明进行了监管约谈。</p><p><img src=\"https://static.tigerbbs.com/38ece7798aaabdd4d3767430b0f1794d\" tg-width=\"1492\" tg-height=\"796\"></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>四部门联合约谈蚂蚁集团有关人员</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四部门联合约谈蚂蚁集团有关人员\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 21:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>今天，中国人民银行、中国银保监会、中国证监会、国家外汇管理局对蚂蚁集团实际控制人马云、董事长井贤栋、总裁胡晓明进行了监管约谈。</p><p><img src=\"https://static.tigerbbs.com/38ece7798aaabdd4d3767430b0f1794d\" tg-width=\"1492\" tg-height=\"796\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9abdc7a60d41d055c0a3fbb5734bbebd","relate_stocks":{"06688":"蚂蚁集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152622548","content_text":"今天，中国人民银行、中国银保监会、中国证监会、国家外汇管理局对蚂蚁集团实际控制人马云、董事长井贤栋、总裁胡晓明进行了监管约谈。","news_type":1},"isVote":1,"tweetType":1,"viewCount":881,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","authorIdStr":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"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":306215453,"gmtCreate":1604408127872,"gmtModify":1703832886375,"author":{"id":"3565230961051331","authorId":"3565230961051331","authorIdStr":"3565230961051331","name":"山高人为峰wxs","avatar":"https://static.tigerbbs.com/25f1176f164bb3d41d92283c00f76428","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565230961051331"},"themes":[],"htmlText":"这分明是要碾s蚂蚁呀！","listText":"这分明是要碾s蚂蚁呀！","text":"这分明是要碾s蚂蚁呀！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306215453","repostId":"1187966711","repostType":4,"repost":{"id":"1187966711","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":1604407949,"share":"https://www.laohu8.com/m/news/1187966711?lang=&edition=full","pubTime":"2020-11-03 20:52","market":"sh","language":"zh","title":"阿里巴巴盘前暴跌！蚂蚁集团暂缓科创板上市","url":"https://stock-news.laohu8.com/highlight/detail?id=1187966711","media":"老虎资讯综合","summary":"上交所发布关于暂缓蚂蚁科技集团股份有限公司科创板上市的决定。上交所宣布暂缓蚂蚁集团上市，蚂蚁集团于上交所上市进程的网页，已被删除，科创版网站的多个页面，亦显示不存在。蚂蚁科技集团股份有限公司：你公司原申请于2020年11月5日在上海证券交易所科创板上市。你公司及保荐人应当依照规定作出公告，说明重大事项相关情况及你公司将暂缓上市。受此消息影响，阿里巴巴美股盘前下挫超5%。","content":"<p>上交所发布关于暂缓蚂蚁科技集团股份有限公司科创板上市的决定。上交所宣布暂缓蚂蚁集团上市，蚂蚁集团于上交所上市进程的网页，已被删除，科创版网站的多个页面，亦显示不存在。</p><p>蚂蚁科技集团股份有限公司：你公司原申请于2020年11月5日在上海证券交易所（以下简称本所）科创板上市。近日，发生你公司实际控制人及董事长、总经理被有关部门联合进行监管约谈，你公司也报告所处的金融科技监管环境发生变化等重大事项。该重大事项可能导致你公司不符合发行上市条件或者信息披露要求。根据《科创板首次公开发行股票注册管理办法（试行）》第二十六条和《上海证券交易所股票发行上市审核规则》第六十条等规定，并征询保荐机构的意见，本所决定你公司暂缓上市。你公司及保荐人应当依照规定作出公告，说明重大事项相关情况及你公司将暂缓上市。本所将与你公司及保荐人保持沟通。</p><p>上海证券交易所</p><p>二○二○年十一月三日</p><p><img src=\"https://static.tigerbbs.com/ab2f6518dcb079c4a4e744cd6d07ebf2\" tg-width=\"794\" tg-height=\"470\"></p><p>受此消息影响，阿里巴巴美股盘前下挫超5%。有投行人士指出，如果有公司在上市期间被监管约谈，属会后重大事项，应当被要求补充披露。“补充披露后可以再上市。</p><p><img 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class=\"title\">\n阿里巴巴盘前暴跌！蚂蚁集团暂缓科创板上市\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\">2020-11-03 20:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>上交所发布关于暂缓蚂蚁科技集团股份有限公司科创板上市的决定。上交所宣布暂缓蚂蚁集团上市，蚂蚁集团于上交所上市进程的网页，已被删除，科创版网站的多个页面，亦显示不存在。</p><p>蚂蚁科技集团股份有限公司：你公司原申请于2020年11月5日在上海证券交易所（以下简称本所）科创板上市。近日，发生你公司实际控制人及董事长、总经理被有关部门联合进行监管约谈，你公司也报告所处的金融科技监管环境发生变化等重大事项。该重大事项可能导致你公司不符合发行上市条件或者信息披露要求。根据《科创板首次公开发行股票注册管理办法（试行）》第二十六条和《上海证券交易所股票发行上市审核规则》第六十条等规定，并征询保荐机构的意见，本所决定你公司暂缓上市。你公司及保荐人应当依照规定作出公告，说明重大事项相关情况及你公司将暂缓上市。本所将与你公司及保荐人保持沟通。</p><p>上海证券交易所</p><p>二○二○年十一月三日</p><p><img src=\"https://static.tigerbbs.com/ab2f6518dcb079c4a4e744cd6d07ebf2\" tg-width=\"794\" tg-height=\"470\"></p><p>受此消息影响，阿里巴巴美股盘前下挫超5%。有投行人士指出，如果有公司在上市期间被监管约谈，属会后重大事项，应当被要求补充披露。“补充披露后可以再上市。</p><p><img src=\"https://static.tigerbbs.com/d7ed40c3ed3c911756485214d08b1bb7\" tg-width=\"840\" tg-height=\"606\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1684aaaa06891b8d2dd04a9941acb502","relate_stocks":{"06688":"蚂蚁集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187966711","content_text":"上交所发布关于暂缓蚂蚁科技集团股份有限公司科创板上市的决定。上交所宣布暂缓蚂蚁集团上市，蚂蚁集团于上交所上市进程的网页，已被删除，科创版网站的多个页面，亦显示不存在。蚂蚁科技集团股份有限公司：你公司原申请于2020年11月5日在上海证券交易所（以下简称本所）科创板上市。近日，发生你公司实际控制人及董事长、总经理被有关部门联合进行监管约谈，你公司也报告所处的金融科技监管环境发生变化等重大事项。该重大事项可能导致你公司不符合发行上市条件或者信息披露要求。根据《科创板首次公开发行股票注册管理办法（试行）》第二十六条和《上海证券交易所股票发行上市审核规则》第六十条等规定，并征询保荐机构的意见，本所决定你公司暂缓上市。你公司及保荐人应当依照规定作出公告，说明重大事项相关情况及你公司将暂缓上市。本所将与你公司及保荐人保持沟通。上海证券交易所二○二○年十一月三日受此消息影响，阿里巴巴美股盘前下挫超5%。有投行人士指出，如果有公司在上市期间被监管约谈，属会后重大事项，应当被要求补充披露。“补充披露后可以再上市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}