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07-20

$特斯拉(TSLA)$ 开始反弹，希望持续

07-19

$特斯拉(TSLA)$ 一次像样的反弹都没有！

07-19

$特斯拉(TSLA)$ 爆跌即将到来！

07-18

你买啊！冲啊！

07-06

$特斯拉(TSLA)$ 坚定长期持有特斯拉。

05-28

什么时候空袭了？已经发生了？还是造谣?

意外！英伟达，突遭"空袭"！

2021-11-12

$Rivian Automotive, Inc.(RIVN)$昨天赚了20%跑了，等他估计合理时再来。

去老虎APP查看更多动态

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爆跌即将到来！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/329184557670648","isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0},"content":"上周你人呢？打工去了？","text":"上周你人呢？打工去了？","html":"上周你人呢？打工去了？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328557330292752,"gmtCreate":1721257302156,"gmtModify":1721267724733,"author":{"id":"3569990651722550","authorId":"3569990651722550","name":"股池之蛙","avatar":"https://static.tigerbbs.com/7a44b2262c36f98ef5b478294b12a17a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"你买啊！冲啊！","listText":"你买啊！冲啊！","text":"你买啊！冲啊！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328557330292752","isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324315668488480,"gmtCreate":1720207798177,"gmtModify":1720207899665,"author":{"id":"3569990651722550","authorId":"3569990651722550","name":"股池之蛙","avatar":"https://static.tigerbbs.com/7a44b2262c36f98ef5b478294b12a17a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 坚定长期持有特斯拉。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 坚定长期持有特斯拉。","text":"$特斯拉(TSLA)$ 坚定长期持有特斯拉。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324315668488480","isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310774969720864,"gmtCreate":1716900122969,"gmtModify":1716901688352,"author":{"id":"3569990651722550","authorId":"3569990651722550","name":"股池之蛙","avatar":"https://static.tigerbbs.com/7a44b2262c36f98ef5b478294b12a17a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"什么时候空袭了？已经发生了？还是造谣?","listText":"什么时候空袭了？已经发生了？还是造谣?","text":"什么时候空袭了？已经发生了？还是造谣?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310774969720864","repostId":"2438436558","repostType":2,"repost":{"id":"2438436558","pubTimestamp":1716853028,"share":"https://www.laohu8.com/m/news/2438436558?lang=&edition=full","pubTime":"2024-05-28 07:37","market":"us","language":"zh","title":"意外！英伟达，突遭\"空袭\"！","url":"https://stock-news.laohu8.com/highlight/detail?id=2438436558","media":"券商中国","summary":"但华尔街分析师突然发出警告称，英伟达股价的涨势暗藏巨大风险，未来或将暴跌20%。但Gil Luria预测，这一趋势将会动摇，在未来18个月内，英伟达的股价将出现两位数的暴跌。上述两大巨头均在第一季度增持了英伟达的股份。这意味着，这两家机构仍看好英伟达未来的增长前景。其中，英伟达宣布的“1拆10”拆股计划将于6月7日正式生效。","content":"<html><head></head><body><p><strong>华尔街巨头突然“空袭”<a href=\"https://laohu8.com/S/NVDA\">英伟达</a></strong></p><p>正当英伟达一路狂飙之际，有华尔街分析师突然发出警告称，英伟达股价的涨势暗藏巨大风险，未来或将暴跌20%。投资银行DA Davidson分析师Gil Luria表示，英伟达的业绩增长趋势将会动摇，在未来18个月内，英伟达的股价将出现两位数的暴跌。就在前不久，传奇投资人、量化投资机构Research Affiliates的董事长罗伯•阿诺特也发出警告称，英伟达的股票看起来更像个泡沫。</p><p>那么，英伟达究竟有无泡沫？泡沫到底有多大？其实，回顾英伟达股价的这一轮暴力上涨，是具备业绩支撑的。华尔街看空机构主要担忧的是，英伟达的炸裂业绩能否继续保持，一旦业绩增长放缓，便是巨大风险。</p><p>短期来看，英伟达股价仍有不少利好催化。其中，英伟达宣布的“1拆10”拆股计划将于6月7日正式生效。分析人士指出，拆股应该会吸引散户投资者，尽管企业的市值实际上并没有改变。从过往的经历看，宣布拆股的公司往往确实更容易跑赢大盘。</p><blockquote><p><strong>突遭空袭</strong></p></blockquote><p>自AI热潮开始以来，英伟达的股价、业绩一路狂飙，截至最新收盘，其股价已突破1000美元，最新报1064.69美元，刷新历史新高，年内累计涨幅已达115%，最新总市值升至2.62万亿美元（约合人民币19万亿元），年内总市值累计上涨1.4万亿美元（约合人民币10万亿元）。</p><p>但华尔街分析师突然发出警告称，英伟达股价的涨势暗藏巨大风险，未来或将暴跌20%。</p><p>投资银行DA Davidson分析师Gil Luria表示，英伟达最新的业绩报告超出了华尔街的预期，第一财季的营收创下260亿美元的最高纪录，这主要是因为英伟达的顶级客户增加了对其GPU产品的支出。</p><p>但Gil Luria预测，这一趋势将会动摇，在未来18个月内，英伟达的股价将出现两位数的暴跌。</p><p>他估计，到2026年，英伟达的股价可能跌至900美元左右，这意味着，其股价将较当前水平下跌15%左右，而在更悲观的情境下，跌幅可能高达20%。</p><p>Gil Luria承认，英伟达的短期前景非常好，但长期前景可能比大多数人预期的还要糟糕。英伟达最大的客户包括Meta、Alphabet、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>等科技巨头，它们已经在研发自己的人工智能芯片或投资于其他合作伙伴。这意味着，随着时间的推移，它们对英伟达的依赖可能会减弱。</p><p>Gil Luria表示，一旦英伟达的主要客户——包括亚马逊、Alphabet、Meta和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，开始撤资，他将对该股给出“卖出”评级。</p><p>与此同时，传奇投资人、量化投资机构Research Affiliates的董事长罗伯•阿诺特（Rob Arnott）也曾警告称，英伟达的股票看起来更像个泡沫，公司的市销率（Price-to-sales，PS）是天文数字，之所以是天文数字，是因为他们的利润率绝对是巨大的。</p><p>Rob Arnott指出，英伟达在市场上的成功是基于它将在未来继续主导半导体行业的想法。</p><p>对冲基金巨头、杜肯资本管理公司创始人斯坦利·德鲁肯米勒（Stanley Druckenmiller ）也认为，人工智能（AI）已经过度泡沫，因此其在今年第一季度大幅减持了72%的英伟达股票。</p><blockquote><p><strong>泡沫有多大？</strong></p></blockquote><p>其实，回顾英伟达股价的这一轮暴力上涨，是具备业绩支撑的。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dc1557f94e4443a48d852198bfb23f7\" title=\"\" tg-width=\"895\" tg-height=\"313\"/></p><p>从股价走势来看，英伟达股价飙涨始于2023年，截至最新收盘，其间累计涨幅达628.7%。</p><p>从业绩层面来看，最新财报显示，截至2024年4月28日的2025财年第一财季，英伟达实现营收达260亿美元，较去年同期增长了惊人的262%，远超分析师预期的246.5亿美元；净利润高达148.1亿美元，同比增长628%，每股净收益为5.98美元，同样超过分析师预测的每股5.59美元。</p><p>由此可见，英伟达的业绩增长势头完全匹配得上其股价的涨幅，但华尔街看空机构主要担忧的是，英伟达的炸裂业绩能否继续保持，一旦业绩增长放缓，便是巨大风险。</p><p>站在当下，仍有大部分投资巨头看多英伟达未来前景。据LiveReport大数据，截至2024年3月31日，先锋集团是英伟达的第一大机构股东，持有英伟达8.53%的股份，同时英伟达也是先锋集团的第三大重仓股，占比3.82%；<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>是英伟达的第二大机构股东，持股占比7.29%。</p><p>上述两大巨头均在第一季度增持了英伟达的股份。这意味着，这两家机构仍看好英伟达未来的增长前景。</p><blockquote><p><strong>一则利好催化</strong></p></blockquote><p>短期来看，英伟达股价仍有不少利好催化。其中，英伟达宣布的“1拆10”拆股计划将于6月7日正式生效。分析人士指出，拆股应该会吸引散户投资者，尽管企业的市值实际上并没有改变。</p><p>从过往的经历看，宣布拆股的公司往往更容易跑赢大盘。根据美银全球研究此前发布的一项分析，宣布拆股的公司股价在未来12个月内平均能上涨25.4%，而<a href=\"https://laohu8.com/S/161125\">标普500</a>指数的平均涨幅则仅为11.9%。</p><p>拆股的另一个利好是，英伟达将有望被纳入华尔街历史最悠久的蓝筹股指数——道琼斯指数。</p><p>由30家公司组成的道琼斯工业平均指数是一个价格加权指数，但英伟达的高股价已经成为阻碍其被纳入的一大障碍：英伟达逾1000美元的股价是道指最大权重股的2倍。</p><p>按最新收盘价计算，分拆后英伟达的每股价格将降至106美元，这一价格对于道指而言才较为适中。</p><p>B.Riley Wealth首席市场策略师Art Hogan表示，英伟达符合纳入道指成份股的所有条件：良好的声誉、持续增长的历史、投资者的兴趣以及其在大盘中的行业代表性。</p><p>其实，亚马逊在2022年拆股后，市场也曾预期，其将被纳入道指。今年早些时候，亚马逊已被正式纳入道指。</p></body></html>","source":"cszg","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>意外！英伟达，突遭\"空袭\"！</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{ 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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意外！英伟达，突遭\"空袭\"！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-28 07:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/1_VNemJN41Xxeck-tU_AbA><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华尔街巨头突然“空袭”英伟达正当英伟达一路狂飙之际，有华尔街分析师突然发出警告称，英伟达股价的涨势暗藏巨大风险，未来或将暴跌20%。投资银行DA Davidson分析师Gil Luria表示，英伟达的业绩增长趋势将会动摇，在未来18个月内，英伟达的股价将出现两位数的暴跌。就在前不久，传奇投资人、量化投资机构Research Affiliates的董事长罗伯•阿诺特也发出警告称，英伟达的股票看起来更...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/1_VNemJN41Xxeck-tU_AbA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bfdb3e9bb98e3bb7290e00160161c650","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://mp.weixin.qq.com/s/1_VNemJN41Xxeck-tU_AbA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2438436558","content_text":"华尔街巨头突然“空袭”英伟达正当英伟达一路狂飙之际，有华尔街分析师突然发出警告称，英伟达股价的涨势暗藏巨大风险，未来或将暴跌20%。投资银行DA Davidson分析师Gil Luria表示，英伟达的业绩增长趋势将会动摇，在未来18个月内，英伟达的股价将出现两位数的暴跌。就在前不久，传奇投资人、量化投资机构Research Affiliates的董事长罗伯•阿诺特也发出警告称，英伟达的股票看起来更像个泡沫。那么，英伟达究竟有无泡沫？泡沫到底有多大？其实，回顾英伟达股价的这一轮暴力上涨，是具备业绩支撑的。华尔街看空机构主要担忧的是，英伟达的炸裂业绩能否继续保持，一旦业绩增长放缓，便是巨大风险。短期来看，英伟达股价仍有不少利好催化。其中，英伟达宣布的“1拆10”拆股计划将于6月7日正式生效。分析人士指出，拆股应该会吸引散户投资者，尽管企业的市值实际上并没有改变。从过往的经历看，宣布拆股的公司往往确实更容易跑赢大盘。突遭空袭自AI热潮开始以来，英伟达的股价、业绩一路狂飙，截至最新收盘，其股价已突破1000美元，最新报1064.69美元，刷新历史新高，年内累计涨幅已达115%，最新总市值升至2.62万亿美元（约合人民币19万亿元），年内总市值累计上涨1.4万亿美元（约合人民币10万亿元）。但华尔街分析师突然发出警告称，英伟达股价的涨势暗藏巨大风险，未来或将暴跌20%。投资银行DA Davidson分析师Gil Luria表示，英伟达最新的业绩报告超出了华尔街的预期，第一财季的营收创下260亿美元的最高纪录，这主要是因为英伟达的顶级客户增加了对其GPU产品的支出。但Gil Luria预测，这一趋势将会动摇，在未来18个月内，英伟达的股价将出现两位数的暴跌。他估计，到2026年，英伟达的股价可能跌至900美元左右，这意味着，其股价将较当前水平下跌15%左右，而在更悲观的情境下，跌幅可能高达20%。Gil Luria承认，英伟达的短期前景非常好，但长期前景可能比大多数人预期的还要糟糕。英伟达最大的客户包括Meta、Alphabet、亚马逊等科技巨头，它们已经在研发自己的人工智能芯片或投资于其他合作伙伴。这意味着，随着时间的推移，它们对英伟达的依赖可能会减弱。Gil Luria表示，一旦英伟达的主要客户——包括亚马逊、Alphabet、Meta和特斯拉，开始撤资，他将对该股给出“卖出”评级。与此同时，传奇投资人、量化投资机构Research Affiliates的董事长罗伯•阿诺特（Rob Arnott）也曾警告称，英伟达的股票看起来更像个泡沫，公司的市销率（Price-to-sales，PS）是天文数字，之所以是天文数字，是因为他们的利润率绝对是巨大的。Rob Arnott指出，英伟达在市场上的成功是基于它将在未来继续主导半导体行业的想法。对冲基金巨头、杜肯资本管理公司创始人斯坦利·德鲁肯米勒（Stanley Druckenmiller ）也认为，人工智能（AI）已经过度泡沫，因此其在今年第一季度大幅减持了72%的英伟达股票。泡沫有多大？其实，回顾英伟达股价的这一轮暴力上涨，是具备业绩支撑的。从股价走势来看，英伟达股价飙涨始于2023年，截至最新收盘，其间累计涨幅达628.7%。从业绩层面来看，最新财报显示，截至2024年4月28日的2025财年第一财季，英伟达实现营收达260亿美元，较去年同期增长了惊人的262%，远超分析师预期的246.5亿美元；净利润高达148.1亿美元，同比增长628%，每股净收益为5.98美元，同样超过分析师预测的每股5.59美元。由此可见，英伟达的业绩增长势头完全匹配得上其股价的涨幅，但华尔街看空机构主要担忧的是，英伟达的炸裂业绩能否继续保持，一旦业绩增长放缓，便是巨大风险。站在当下，仍有大部分投资巨头看多英伟达未来前景。据LiveReport大数据，截至2024年3月31日，先锋集团是英伟达的第一大机构股东，持有英伟达8.53%的股份，同时英伟达也是先锋集团的第三大重仓股，占比3.82%；贝莱德是英伟达的第二大机构股东，持股占比7.29%。上述两大巨头均在第一季度增持了英伟达的股份。这意味着，这两家机构仍看好英伟达未来的增长前景。一则利好催化短期来看，英伟达股价仍有不少利好催化。其中，英伟达宣布的“1拆10”拆股计划将于6月7日正式生效。分析人士指出，拆股应该会吸引散户投资者，尽管企业的市值实际上并没有改变。从过往的经历看，宣布拆股的公司往往更容易跑赢大盘。根据美银全球研究此前发布的一项分析，宣布拆股的公司股价在未来12个月内平均能上涨25.4%，而标普500指数的平均涨幅则仅为11.9%。拆股的另一个利好是，英伟达将有望被纳入华尔街历史最悠久的蓝筹股指数——道琼斯指数。由30家公司组成的道琼斯工业平均指数是一个价格加权指数，但英伟达的高股价已经成为阻碍其被纳入的一大障碍：英伟达逾1000美元的股价是道指最大权重股的2倍。按最新收盘价计算，分拆后英伟达的每股价格将降至106美元，这一价格对于道指而言才较为适中。B.Riley Wealth首席市场策略师Art Hogan表示，英伟达符合纳入道指成份股的所有条件：良好的声誉、持续增长的历史、投资者的兴趣以及其在大盘中的行业代表性。其实，亚马逊在2022年拆股后，市场也曾预期，其将被纳入道指。今年早些时候，亚马逊已被正式纳入道指。","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879979054,"gmtCreate":1636679187712,"gmtModify":1636679187712,"author":{"id":"3569990651722550","authorId":"3569990651722550","name":"股池之蛙","avatar":"https://static.tigerbbs.com/7a44b2262c36f98ef5b478294b12a17a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>昨天赚了20%跑了，等他估计合理时再来。","listText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>昨天赚了20%跑了，等他估计合理时再来。","text":"$Rivian Automotive, 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07:37","market":"us","language":"zh","title":"意外！英伟达，突遭\"空袭\"！","url":"https://stock-news.laohu8.com/highlight/detail?id=2438436558","media":"券商中国","summary":"但华尔街分析师突然发出警告称，英伟达股价的涨势暗藏巨大风险，未来或将暴跌20%。但Gil Luria预测，这一趋势将会动摇，在未来18个月内，英伟达的股价将出现两位数的暴跌。上述两大巨头均在第一季度增持了英伟达的股份。这意味着，这两家机构仍看好英伟达未来的增长前景。其中，英伟达宣布的“1拆10”拆股计划将于6月7日正式生效。","content":"<html><head></head><body><p><strong>华尔街巨头突然“空袭”<a href=\"https://laohu8.com/S/NVDA\">英伟达</a></strong></p><p>正当英伟达一路狂飙之际，有华尔街分析师突然发出警告称，英伟达股价的涨势暗藏巨大风险，未来或将暴跌20%。投资银行DA Davidson分析师Gil Luria表示，英伟达的业绩增长趋势将会动摇，在未来18个月内，英伟达的股价将出现两位数的暴跌。就在前不久，传奇投资人、量化投资机构Research Affiliates的董事长罗伯•阿诺特也发出警告称，英伟达的股票看起来更像个泡沫。</p><p>那么，英伟达究竟有无泡沫？泡沫到底有多大？其实，回顾英伟达股价的这一轮暴力上涨，是具备业绩支撑的。华尔街看空机构主要担忧的是，英伟达的炸裂业绩能否继续保持，一旦业绩增长放缓，便是巨大风险。</p><p>短期来看，英伟达股价仍有不少利好催化。其中，英伟达宣布的“1拆10”拆股计划将于6月7日正式生效。分析人士指出，拆股应该会吸引散户投资者，尽管企业的市值实际上并没有改变。从过往的经历看，宣布拆股的公司往往确实更容易跑赢大盘。</p><blockquote><p><strong>突遭空袭</strong></p></blockquote><p>自AI热潮开始以来，英伟达的股价、业绩一路狂飙，截至最新收盘，其股价已突破1000美元，最新报1064.69美元，刷新历史新高，年内累计涨幅已达115%，最新总市值升至2.62万亿美元（约合人民币19万亿元），年内总市值累计上涨1.4万亿美元（约合人民币10万亿元）。</p><p>但华尔街分析师突然发出警告称，英伟达股价的涨势暗藏巨大风险，未来或将暴跌20%。</p><p>投资银行DA Davidson分析师Gil Luria表示，英伟达最新的业绩报告超出了华尔街的预期，第一财季的营收创下260亿美元的最高纪录，这主要是因为英伟达的顶级客户增加了对其GPU产品的支出。</p><p>但Gil Luria预测，这一趋势将会动摇，在未来18个月内，英伟达的股价将出现两位数的暴跌。</p><p>他估计，到2026年，英伟达的股价可能跌至900美元左右，这意味着，其股价将较当前水平下跌15%左右，而在更悲观的情境下，跌幅可能高达20%。</p><p>Gil Luria承认，英伟达的短期前景非常好，但长期前景可能比大多数人预期的还要糟糕。英伟达最大的客户包括Meta、Alphabet、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>等科技巨头，它们已经在研发自己的人工智能芯片或投资于其他合作伙伴。这意味着，随着时间的推移，它们对英伟达的依赖可能会减弱。</p><p>Gil Luria表示，一旦英伟达的主要客户——包括亚马逊、Alphabet、Meta和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，开始撤资，他将对该股给出“卖出”评级。</p><p>与此同时，传奇投资人、量化投资机构Research Affiliates的董事长罗伯•阿诺特（Rob Arnott）也曾警告称，英伟达的股票看起来更像个泡沫，公司的市销率（Price-to-sales，PS）是天文数字，之所以是天文数字，是因为他们的利润率绝对是巨大的。</p><p>Rob Arnott指出，英伟达在市场上的成功是基于它将在未来继续主导半导体行业的想法。</p><p>对冲基金巨头、杜肯资本管理公司创始人斯坦利·德鲁肯米勒（Stanley Druckenmiller ）也认为，人工智能（AI）已经过度泡沫，因此其在今年第一季度大幅减持了72%的英伟达股票。</p><blockquote><p><strong>泡沫有多大？</strong></p></blockquote><p>其实，回顾英伟达股价的这一轮暴力上涨，是具备业绩支撑的。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dc1557f94e4443a48d852198bfb23f7\" title=\"\" tg-width=\"895\" tg-height=\"313\"/></p><p>从股价走势来看，英伟达股价飙涨始于2023年，截至最新收盘，其间累计涨幅达628.7%。</p><p>从业绩层面来看，最新财报显示，截至2024年4月28日的2025财年第一财季，英伟达实现营收达260亿美元，较去年同期增长了惊人的262%，远超分析师预期的246.5亿美元；净利润高达148.1亿美元，同比增长628%，每股净收益为5.98美元，同样超过分析师预测的每股5.59美元。</p><p>由此可见，英伟达的业绩增长势头完全匹配得上其股价的涨幅，但华尔街看空机构主要担忧的是，英伟达的炸裂业绩能否继续保持，一旦业绩增长放缓，便是巨大风险。</p><p>站在当下，仍有大部分投资巨头看多英伟达未来前景。据LiveReport大数据，截至2024年3月31日，先锋集团是英伟达的第一大机构股东，持有英伟达8.53%的股份，同时英伟达也是先锋集团的第三大重仓股，占比3.82%；<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>是英伟达的第二大机构股东，持股占比7.29%。</p><p>上述两大巨头均在第一季度增持了英伟达的股份。这意味着，这两家机构仍看好英伟达未来的增长前景。</p><blockquote><p><strong>一则利好催化</strong></p></blockquote><p>短期来看，英伟达股价仍有不少利好催化。其中，英伟达宣布的“1拆10”拆股计划将于6月7日正式生效。分析人士指出，拆股应该会吸引散户投资者，尽管企业的市值实际上并没有改变。</p><p>从过往的经历看，宣布拆股的公司往往更容易跑赢大盘。根据美银全球研究此前发布的一项分析，宣布拆股的公司股价在未来12个月内平均能上涨25.4%，而<a href=\"https://laohu8.com/S/161125\">标普500</a>指数的平均涨幅则仅为11.9%。</p><p>拆股的另一个利好是，英伟达将有望被纳入华尔街历史最悠久的蓝筹股指数——道琼斯指数。</p><p>由30家公司组成的道琼斯工业平均指数是一个价格加权指数，但英伟达的高股价已经成为阻碍其被纳入的一大障碍：英伟达逾1000美元的股价是道指最大权重股的2倍。</p><p>按最新收盘价计算，分拆后英伟达的每股价格将降至106美元，这一价格对于道指而言才较为适中。</p><p>B.Riley Wealth首席市场策略师Art Hogan表示，英伟达符合纳入道指成份股的所有条件：良好的声誉、持续增长的历史、投资者的兴趣以及其在大盘中的行业代表性。</p><p>其实，亚马逊在2022年拆股后，市场也曾预期，其将被纳入道指。今年早些时候，亚马逊已被正式纳入道指。</p></body></html>","source":"cszg","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>意外！英伟达，突遭\"空袭\"！</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{ 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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意外！英伟达，突遭\"空袭\"！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-28 07:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/1_VNemJN41Xxeck-tU_AbA><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华尔街巨头突然“空袭”英伟达正当英伟达一路狂飙之际，有华尔街分析师突然发出警告称，英伟达股价的涨势暗藏巨大风险，未来或将暴跌20%。投资银行DA Davidson分析师Gil Luria表示，英伟达的业绩增长趋势将会动摇，在未来18个月内，英伟达的股价将出现两位数的暴跌。就在前不久，传奇投资人、量化投资机构Research Affiliates的董事长罗伯•阿诺特也发出警告称，英伟达的股票看起来更...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/1_VNemJN41Xxeck-tU_AbA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bfdb3e9bb98e3bb7290e00160161c650","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://mp.weixin.qq.com/s/1_VNemJN41Xxeck-tU_AbA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2438436558","content_text":"华尔街巨头突然“空袭”英伟达正当英伟达一路狂飙之际，有华尔街分析师突然发出警告称，英伟达股价的涨势暗藏巨大风险，未来或将暴跌20%。投资银行DA Davidson分析师Gil Luria表示，英伟达的业绩增长趋势将会动摇，在未来18个月内，英伟达的股价将出现两位数的暴跌。就在前不久，传奇投资人、量化投资机构Research Affiliates的董事长罗伯•阿诺特也发出警告称，英伟达的股票看起来更像个泡沫。那么，英伟达究竟有无泡沫？泡沫到底有多大？其实，回顾英伟达股价的这一轮暴力上涨，是具备业绩支撑的。华尔街看空机构主要担忧的是，英伟达的炸裂业绩能否继续保持，一旦业绩增长放缓，便是巨大风险。短期来看，英伟达股价仍有不少利好催化。其中，英伟达宣布的“1拆10”拆股计划将于6月7日正式生效。分析人士指出，拆股应该会吸引散户投资者，尽管企业的市值实际上并没有改变。从过往的经历看，宣布拆股的公司往往确实更容易跑赢大盘。突遭空袭自AI热潮开始以来，英伟达的股价、业绩一路狂飙，截至最新收盘，其股价已突破1000美元，最新报1064.69美元，刷新历史新高，年内累计涨幅已达115%，最新总市值升至2.62万亿美元（约合人民币19万亿元），年内总市值累计上涨1.4万亿美元（约合人民币10万亿元）。但华尔街分析师突然发出警告称，英伟达股价的涨势暗藏巨大风险，未来或将暴跌20%。投资银行DA Davidson分析师Gil Luria表示，英伟达最新的业绩报告超出了华尔街的预期，第一财季的营收创下260亿美元的最高纪录，这主要是因为英伟达的顶级客户增加了对其GPU产品的支出。但Gil Luria预测，这一趋势将会动摇，在未来18个月内，英伟达的股价将出现两位数的暴跌。他估计，到2026年，英伟达的股价可能跌至900美元左右，这意味着，其股价将较当前水平下跌15%左右，而在更悲观的情境下，跌幅可能高达20%。Gil Luria承认，英伟达的短期前景非常好，但长期前景可能比大多数人预期的还要糟糕。英伟达最大的客户包括Meta、Alphabet、亚马逊等科技巨头，它们已经在研发自己的人工智能芯片或投资于其他合作伙伴。这意味着，随着时间的推移，它们对英伟达的依赖可能会减弱。Gil Luria表示，一旦英伟达的主要客户——包括亚马逊、Alphabet、Meta和特斯拉，开始撤资，他将对该股给出“卖出”评级。与此同时，传奇投资人、量化投资机构Research Affiliates的董事长罗伯•阿诺特（Rob Arnott）也曾警告称，英伟达的股票看起来更像个泡沫，公司的市销率（Price-to-sales，PS）是天文数字，之所以是天文数字，是因为他们的利润率绝对是巨大的。Rob Arnott指出，英伟达在市场上的成功是基于它将在未来继续主导半导体行业的想法。对冲基金巨头、杜肯资本管理公司创始人斯坦利·德鲁肯米勒（Stanley Druckenmiller ）也认为，人工智能（AI）已经过度泡沫，因此其在今年第一季度大幅减持了72%的英伟达股票。泡沫有多大？其实，回顾英伟达股价的这一轮暴力上涨，是具备业绩支撑的。从股价走势来看，英伟达股价飙涨始于2023年，截至最新收盘，其间累计涨幅达628.7%。从业绩层面来看，最新财报显示，截至2024年4月28日的2025财年第一财季，英伟达实现营收达260亿美元，较去年同期增长了惊人的262%，远超分析师预期的246.5亿美元；净利润高达148.1亿美元，同比增长628%，每股净收益为5.98美元，同样超过分析师预测的每股5.59美元。由此可见，英伟达的业绩增长势头完全匹配得上其股价的涨幅，但华尔街看空机构主要担忧的是，英伟达的炸裂业绩能否继续保持，一旦业绩增长放缓，便是巨大风险。站在当下，仍有大部分投资巨头看多英伟达未来前景。据LiveReport大数据，截至2024年3月31日，先锋集团是英伟达的第一大机构股东，持有英伟达8.53%的股份，同时英伟达也是先锋集团的第三大重仓股，占比3.82%；贝莱德是英伟达的第二大机构股东，持股占比7.29%。上述两大巨头均在第一季度增持了英伟达的股份。这意味着，这两家机构仍看好英伟达未来的增长前景。一则利好催化短期来看，英伟达股价仍有不少利好催化。其中，英伟达宣布的“1拆10”拆股计划将于6月7日正式生效。分析人士指出，拆股应该会吸引散户投资者，尽管企业的市值实际上并没有改变。从过往的经历看，宣布拆股的公司往往更容易跑赢大盘。根据美银全球研究此前发布的一项分析，宣布拆股的公司股价在未来12个月内平均能上涨25.4%，而标普500指数的平均涨幅则仅为11.9%。拆股的另一个利好是，英伟达将有望被纳入华尔街历史最悠久的蓝筹股指数——道琼斯指数。由30家公司组成的道琼斯工业平均指数是一个价格加权指数，但英伟达的高股价已经成为阻碍其被纳入的一大障碍：英伟达逾1000美元的股价是道指最大权重股的2倍。按最新收盘价计算，分拆后英伟达的每股价格将降至106美元，这一价格对于道指而言才较为适中。B.Riley Wealth首席市场策略师Art Hogan表示，英伟达符合纳入道指成份股的所有条件：良好的声誉、持续增长的历史、投资者的兴趣以及其在大盘中的行业代表性。其实，亚马逊在2022年拆股后，市场也曾预期，其将被纳入道指。今年早些时候，亚马逊已被正式纳入道指。","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}