华子狗的个人主页 - 老虎社区

华子狗

华子狗

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IP属地：广西

188关注

4粉丝

15主题

0勋章

11-19

$小马智行(PONY)$ 小马智行，还是可以打一下。

06-06

f各位跑不跑？

美国监管机构将对微软、OpenAI和英伟达展开反垄断调查

05-30

$戴尔(DELL)$ 一上车就涨。

05-30

在大A天天吃面。总算在这尝到肉味了。

03-20

卖

盘中暴跌7%！AMD内部人士抛售股票引发市场关注

03-13

丶液冷技术相关的公司有哪些？

再涨37%？已经有分析师看涨英伟达到1200美元

03-08

提前布局了

期权大单 | 继续押涨，英伟达要破千？挤掉特斯拉，减肥药热辣滚烫

02-12

买入英伟达，上看1000

1972年以来最猛连涨！大盘已突破5000点！谁会终结美股？

02-05

哪位大佬说下，商誉算不算高？有没有风险？

抱歉，原内容已删除

02-05

≥商誉高吗？

诺和诺德将以165亿美元的总价值收购康泰伦特公司

2023-07-27

$Earlyworks(ELWS)$ 美股打新。你还敢不敢打？

2023-06-20

英伟达，快回调了。你会上车吗？

2022-03-28

申购了。

一图读懂 | Genius Group即将登陆纳斯达克

2021-11-04

那是利好还是利空？

fuboTV涨超11%，分析师认为该公司可能被收购

2021-07-12

希望吃口肉

2021-07-02

$普普文化(CPOP)$昨晚卖早了，拍断大腿

2021-06-26

吃面了。容易中的往往破发。

2021-06-25

要破发，坏了！每日生鲜，今晚要吃面了

2021-06-25

有没有肉吃？

2021-06-22

今晚吃肉还是吃面？

去老虎APP查看更多动态

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11:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据纽约时报，<strong>美国联邦监管机构已达成一项协议，将对微软、OpenAI和英伟达在人工智能行业的主导地位展开反垄断调查。</strong>这是监管审查升级的强烈迹象。<strong>美国司法部将牵头调查英伟达是否违反了反垄断法。</strong></p><p>周三，英伟达大涨超5%，<strong>市值突破3万亿美元，超过<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，跃居全球第二大上市公司</strong>。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f601c1a89e419c5cf5414b5686073c12\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达","MSFT":"微软"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169190514","content_text":"据纽约时报，美国联邦监管机构已达成一项协议，将对微软、OpenAI和英伟达在人工智能行业的主导地位展开反垄断调查。这是监管审查升级的强烈迹象。美国司法部将牵头调查英伟达是否违反了反垄断法。周三，英伟达大涨超5%，市值突破3万亿美元，超过苹果，跃居全球第二大上市公司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311483284353144,"gmtCreate":1717071926451,"gmtModify":1717071928225,"author":{"id":"3570530291233610","authorId":"3570530291233610","name":"华子狗","avatar":"https://static.tigerbbs.com/a70cc915a76a8b6600a29e2b9f657626","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570530291233610","idStr":"3570530291233610"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$ </a> 一上车就涨。","listText":"<a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$ </a> 一上车就涨。","text":"$戴尔(DELL)$ 一上车就涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311483284353144","isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311321366339696,"gmtCreate":1717026426112,"gmtModify":1717026430757,"author":{"id":"3570530291233610","authorId":"3570530291233610","name":"华子狗","avatar":"https://static.tigerbbs.com/a70cc915a76a8b6600a29e2b9f657626","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570530291233610","idStr":"3570530291233610"},"themes":[],"htmlText":"在大A天天吃面。总算在这尝到肉味了。","listText":"在大A天天吃面。总算在这尝到肉味了。","text":"在大A天天吃面。总算在这尝到肉味了。","images":[{"img":"https://static.tigerbbs.com/490090587aa499abcea2ff74b487898c"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311321366339696","isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":286196850618576,"gmtCreate":1710890688942,"gmtModify":1710890690662,"author":{"id":"3570530291233610","authorId":"3570530291233610","name":"华子狗","avatar":"https://static.tigerbbs.com/a70cc915a76a8b6600a29e2b9f657626","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570530291233610","idStr":"3570530291233610"},"themes":[],"htmlText":"卖","listText":"卖","text":"卖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286196850618576","repostId":"2420816157","repostType":2,"repost":{"id":"2420816157","pubTimestamp":1710885005,"share":"https://www.laohu8.com/m/news/2420816157?lang=&edition=full","pubTime":"2024-03-20 05:50","market":"us","language":"zh","title":"盘中暴跌7%！AMD内部人士抛售股票引发市场关注","url":"https://stock-news.laohu8.com/highlight/detail?id=2420816157","media":"华尔街见闻","summary":"分析指出，AMD股价表现不佳可能与AMD内部人士过去一年抛售1600万美元，一股未买、AI基础设施热潮消退以及PC销量停滞等因素引发市场对其前景的疑虑有关。","content":"<html><head></head><body><blockquote><p>分析指出，AMD股价表现不佳可能与AMD内部人士过去一年抛售1600万美元，一股未买、AI基础设施热潮消退以及PC销量停滞等因素引发市场对其前景的疑虑有关。</p></blockquote><p style=\"text-align: justify;\">AMD最近股价表现不佳，3月19日隔夜更是盘中一度暴跌近7%，AMD究竟发生了什么？</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20dd1589df7e9949ff1cbaa0d044f60a\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">3月19日，有分析指出，AMD股价表现不佳主要可能有三大方面原因：</p><p style=\"text-align: justify;\">一是，AMD的内部人士过去12个月里累计抛售了价值近1600万美元的AMD股票，并且0购买自家股票。此举引发了市场疑虑，AMD高管是否对AMD前景缺乏信心？</p><p style=\"text-align: justify;\">二是，AMD在未来两年可能面临的两大主要风险是AI基础设施“热潮”的消退和个人电脑（PC）销量的停滞不前。</p><p><strong>AMD内部人士过去一年抛售1600万美元，一股未买</strong></p><p style=\"text-align: justify;\">有分析指出，AMD股票表现不佳可能与公司管理层抛售股票引发的市场关注有关。</p><p style=\"text-align: justify;\">公开资料显示，根据下图，在最近三个月中，AMD内部人士累计出售了价值约700万美元的股票，而在同一时期内，分析师并未记录到他们有任何买入股票的行为。</p><p style=\"text-align: justify;\">过去12个月里，AMD的内部人士累计抛售了价值近1600万美元的AMD股票，没有购买公司股票，而只有出售行为。其中，一个名为Forrest Norrod的AMD的内部人士卖出了持有股份的10%，即530万美元的AMD股票，卖价为每股176美元，低于AMD当前的股价191美元。</p><p style=\"text-align: justify;\">分析师指出，如果多位内部人士在短时间内大量出售股票，这可能意味着他们可能认为股票的当前价值高于其实际价值，或者他们对公司的未来持有悲观预期。</p><p style=\"text-align: justify;\">这值得谨慎，但仍需结合其他信息进一步分析，因为内部人出售股票的原因可能多种多样，包括但不限于个人财务规划需求、股票期权行使等，并不一定都反映了内部人对公司前景的看法。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd12039103b3b96ddf10f3ae4a7ca97e\" alt=\"过去12个月内，不同时间段内内部人士的股票买卖情况\" title=\"过去12个月内，不同时间段内内部人士的股票买卖情况\" tg-width=\"640\" tg-height=\"327\"/><span>过去12个月内，不同时间段内内部人士的股票买卖情况</span></p><p style=\"text-align: justify;\">而且，通过查看内部人士持有的股份比例，有助于了解公司高层与股东的利益是否一致。数据显示，AMD公司的高层管理人员和董事们合计持有公司0.5%的股份。以当时的股价计算，这些股份的价值约为17亿美元。分析师指出，这种持股比例是好事，它让高管与普通股东的利益更加一致。</p><p><strong>AMD未来可能面临的两大风险</strong></p><p style=\"text-align: justify;\">分析认为，AMD在未来两年可能面临的两大主要风险是AI基础设施“热潮”的消退和个人电脑（PC）销量的停滞不前。</p><p style=\"text-align: justify;\">目前，许多公司正在开发初级AI应用，如医院、呼叫中心和企业销售部门通过汇总数据并结合软件生成的语音、图像和文本来为客户提供服务，短期内这些应用对所有参与方都是有益的。然而，这种初级应用的盈利能力可能不如预期，导致AI基础设施投资的热情降温。</p><p style=\"text-align: justify;\">此外，OpenAI的首席执行官Sam Altman认为，真正的机会在于消费者市场，他声称当前技术可以创造出“通用人工智能”（AGI），即能够替代人类进行思考的机器。然而，尽管AI技术取得了迅速的进步，通用人工智能的实现仍面临许多技术和伦理上的挑战，这可能会延迟其商业化应用。</p><p style=\"text-align: justify;\">对于AMD而言，AI技术的发展不及预期或市场对AI基础设施的需求降低，可能会对公司股价造成负面影响。同时，如果PC市场的销量增长乏力，考虑到PC是AMD产品的重要组成部分，这也将对公司的业绩产生不利影响。</p><p style=\"text-align: justify;\">因此，虽然AMD目前在AI和PC市场均占有重要地位，但公司未来的发展仍面临不小的挑战和不确定性。</p><p><strong>AMD携手索尼打造汽车激光雷达系统</strong></p><p style=\"text-align: justify;\">3月19日，AMD宣布，其先进的自适应计算技术被索尼选中，应用于其最新的汽车激光雷达参考设计中。该合作旨在为自动驾驶汽车提供一款强大而高效的激光雷达解决方案，以提升自动驾驶汽车的安全性能。</p><p style=\"text-align: justify;\">AMD的自适应计算技术能够支持激光雷达系统进行高效的数据处理和实时分析，极大增强索尼激光雷达系统的性能，为自动驾驶汽车提供更高的精度、更快的数据处理和更高的可靠性。</p><p style=\"text-align: justify;\">激光雷达技术是自动驾驶汽车的关键部分，它能够实时检测和分析周围环境中的物体，确保安全行驶。</p><p style=\"text-align: justify;\">AMD和索尼的合作推动了自动驾驶汽车安全技术的发展，为实现更高级别的自动驾驶功能奠定了基础。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘中暴跌7%！AMD内部人士抛售股票引发市场关注</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盘中暴跌7%！AMD内部人士抛售股票引发市场关注\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-20 05:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3710839><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>分析指出，AMD股价表现不佳可能与AMD内部人士过去一年抛售1600万美元，一股未买、AI基础设施热潮消退以及PC销量停滞等因素引发市场对其前景的疑虑有关。AMD最近股价表现不佳，3月19日隔夜更是盘中一度暴跌近7%，AMD究竟发生了什么？3月19日，有分析指出，AMD股价表现不佳主要可能有三大方面原因：一是，AMD的内部人士过去12个月里累计抛售了价值近1600万美元的AMD股票，并且0购买自家...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3710839\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a593d85be38c3aa543ab3056553101ff","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","AMD":"美国超微公司","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4529":"IDC概念","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4554":"元宇宙及AR概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","BK4532":"文艺复兴科技持仓","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A 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SGD-H","BK4141":"半导体产品","LU0109392836.USD":"富兰克林科技股A","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4573":"虚拟现实","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4512":"苹果概念"},"source_url":"https://wallstreetcn.com/articles/3710839","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2420816157","content_text":"分析指出，AMD股价表现不佳可能与AMD内部人士过去一年抛售1600万美元，一股未买、AI基础设施热潮消退以及PC销量停滞等因素引发市场对其前景的疑虑有关。AMD最近股价表现不佳，3月19日隔夜更是盘中一度暴跌近7%，AMD究竟发生了什么？3月19日，有分析指出，AMD股价表现不佳主要可能有三大方面原因：一是，AMD的内部人士过去12个月里累计抛售了价值近1600万美元的AMD股票，并且0购买自家股票。此举引发了市场疑虑，AMD高管是否对AMD前景缺乏信心？二是，AMD在未来两年可能面临的两大主要风险是AI基础设施“热潮”的消退和个人电脑（PC）销量的停滞不前。AMD内部人士过去一年抛售1600万美元，一股未买有分析指出，AMD股票表现不佳可能与公司管理层抛售股票引发的市场关注有关。公开资料显示，根据下图，在最近三个月中，AMD内部人士累计出售了价值约700万美元的股票，而在同一时期内，分析师并未记录到他们有任何买入股票的行为。过去12个月里，AMD的内部人士累计抛售了价值近1600万美元的AMD股票，没有购买公司股票，而只有出售行为。其中，一个名为Forrest Norrod的AMD的内部人士卖出了持有股份的10%，即530万美元的AMD股票，卖价为每股176美元，低于AMD当前的股价191美元。分析师指出，如果多位内部人士在短时间内大量出售股票，这可能意味着他们可能认为股票的当前价值高于其实际价值，或者他们对公司的未来持有悲观预期。这值得谨慎，但仍需结合其他信息进一步分析，因为内部人出售股票的原因可能多种多样，包括但不限于个人财务规划需求、股票期权行使等，并不一定都反映了内部人对公司前景的看法。过去12个月内，不同时间段内内部人士的股票买卖情况而且，通过查看内部人士持有的股份比例，有助于了解公司高层与股东的利益是否一致。数据显示，AMD公司的高层管理人员和董事们合计持有公司0.5%的股份。以当时的股价计算，这些股份的价值约为17亿美元。分析师指出，这种持股比例是好事，它让高管与普通股东的利益更加一致。AMD未来可能面临的两大风险分析认为，AMD在未来两年可能面临的两大主要风险是AI基础设施“热潮”的消退和个人电脑（PC）销量的停滞不前。目前，许多公司正在开发初级AI应用，如医院、呼叫中心和企业销售部门通过汇总数据并结合软件生成的语音、图像和文本来为客户提供服务，短期内这些应用对所有参与方都是有益的。然而，这种初级应用的盈利能力可能不如预期，导致AI基础设施投资的热情降温。此外，OpenAI的首席执行官Sam Altman认为，真正的机会在于消费者市场，他声称当前技术可以创造出“通用人工智能”（AGI），即能够替代人类进行思考的机器。然而，尽管AI技术取得了迅速的进步，通用人工智能的实现仍面临许多技术和伦理上的挑战，这可能会延迟其商业化应用。对于AMD而言，AI技术的发展不及预期或市场对AI基础设施的需求降低，可能会对公司股价造成负面影响。同时，如果PC市场的销量增长乏力，考虑到PC是AMD产品的重要组成部分，这也将对公司的业绩产生不利影响。因此，虽然AMD目前在AI和PC市场均占有重要地位，但公司未来的发展仍面临不小的挑战和不确定性。AMD携手索尼打造汽车激光雷达系统3月19日，AMD宣布，其先进的自适应计算技术被索尼选中，应用于其最新的汽车激光雷达参考设计中。该合作旨在为自动驾驶汽车提供一款强大而高效的激光雷达解决方案，以提升自动驾驶汽车的安全性能。AMD的自适应计算技术能够支持激光雷达系统进行高效的数据处理和实时分析，极大增强索尼激光雷达系统的性能，为自动驾驶汽车提供更高的精度、更快的数据处理和更高的可靠性。激光雷达技术是自动驾驶汽车的关键部分，它能够实时检测和分析周围环境中的物体，确保安全行驶。AMD和索尼的合作推动了自动驾驶汽车安全技术的发展，为实现更高级别的自动驾驶功能奠定了基础。","news_type":1},"isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":283650479579424,"gmtCreate":1710289522052,"gmtModify":1710289523938,"author":{"id":"3570530291233610","authorId":"3570530291233610","name":"华子狗","avatar":"https://static.tigerbbs.com/a70cc915a76a8b6600a29e2b9f657626","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570530291233610","idStr":"3570530291233610"},"themes":[],"htmlText":"丶液冷技术相关的公司有哪些？","listText":"丶液冷技术相关的公司有哪些？","text":"丶液冷技术相关的公司有哪些？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/283650479579424","repostId":"2418551281","repostType":2,"repost":{"id":"2418551281","pubTimestamp":1710257954,"share":"https://www.laohu8.com/m/news/2418551281?lang=&edition=full","pubTime":"2024-03-12 23:39","market":"us","language":"zh","title":"再涨37%？已经有分析师看涨英伟达到1200美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2418551281","media":"华尔街见闻","summary":"分析师认为，该公司新的增长机会可能在下周开始的年度GTC大会上露出端倪，包括一些英伟达较不为人知的业务领域，如软件业务和推理应用。","content":"<html><head></head><body><blockquote><p>分析师认为，该公司新的增长机会可能在下周开始的年度GTC大会上露出端倪，包括一些<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>较不为人知的业务领域，如软件业务和推理应用。</p></blockquote><p style=\"text-align: justify;\">英伟达股票在上周五遭遇了九个月以来表现最差的一个交易日，但仍有分析师将英伟达的目标价从900美元提高到1200，这意味着还有37%的上涨空间。分析师认为，该公司新的增长机会可能在下周开始的年度GTC大会上露出端倪，包括一些英伟达较不为人知的业务领域。</p><p style=\"text-align: justify;\">例如，英伟达的软件业务已经达到了10亿美元的年度营收运转率，但对于一家在上个财年总收入超过600亿美元、预计本财年轻松突破1000亿美元总收入大关的公司来说，这仍然只是杯水车薪。</p><p style=\"text-align: justify;\">分析师认为，英伟达的软件业务“仅仅是开始”，预计英伟达将在GTC上将花费“巨大”的时间来概述软件业务扩张潜力。分析师认为，英伟达的管理团队将对该公司面向企业的AI产品机会最为兴奋。</p><p style=\"text-align: justify;\">此外，分析师预计潜在的推理应用也将成为GTC的重点。分析师说，英伟达此前透露，过去12个月对数据中心GPU的需求至少有40%来自推理时，华尔街许多人似乎感到惊讶，但回想起来，考虑到Meta和<a href=\"https://laohu8.com/S/MSFT\">微软</a>在推理方面的投入，这或许是有道理的。</p><p style=\"text-align: justify;\">分析师表示：“我们继续预期，英伟达在推理市场的份额将会有上升的惊喜。”</p><p style=\"text-align: justify;\">英伟达很可能在GTC发布下一代数据中心产品B100芯片，该芯片预计将提供H200两倍的性能。分析师则对于客户在升级到B100后会如何处理他们旧的A100和H100感到好奇。</p><p style=\"text-align: justify;\">总的来说，分析师对英伟达未来的营收和盈利潜力感到兴奋，表示GTC可能会带来的“明确的愿景”，即英伟达将在2024年销售一空，以及明确的产品周期支持2025年成为又一个增长年（B100等），还有一个充满活力的生态系统，“在我们接近生成式AI的转折点时准备好迎接巨大的货币化机会。”</p><p style=\"text-align: justify;\">分析师认为，2025年10%到15%的服务器业务增速是合理的，而一旦投资者认定2025年还未达高峰，英伟达的股价可能将达到1200到1400美元之间。</p><p style=\"text-align: justify;\">英伟达此前就暗示过，下一代服务器即将到来。华尔街见闻此前报道，在2024年SIEPR经济峰会上，英伟达首席执行官黄仁勋透露，旗下下一代DGX AI系统将采用液冷散热解决方案。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师也在报告中指出，随着人工智能服务器的计算能力不断提高，液冷解决方案的采用率(目前为3%)将会增长。液冷将首先以闭环形式设计冷板(直接到芯片)，然后扩展到机架内(TDP 60-70kw)，侧车(2-3个服务器机架，TDP 200kw)和排(4-8个服务器机架，TDP高达800kw)解决方案，以及数据中心基础设施升级。</p><p style=\"text-align: justify;\">据了解，英伟达DGX系统是专为AI训练和推理优化、提供极高计算能力的高端服务器解决方案。未来，其将采用液冷技术来支持性能更加强劲的新一代GPU。</p></body></html>","source":"wallstreetcn_hot_news","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>再涨37%？已经有分析师看涨英伟达到1200美元</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n再涨37%？已经有分析师看涨英伟达到1200美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-12 23:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3710263><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>分析师认为，该公司新的增长机会可能在下周开始的年度GTC大会上露出端倪，包括一些英伟达较不为人知的业务领域，如软件业务和推理应用。英伟达股票在上周五遭遇了九个月以来表现最差的一个交易日，但仍有分析师将英伟达的目标价从900美元提高到1200，这意味着还有37%的上涨空间。分析师认为，该公司新的增长机会可能在下周开始的年度GTC大会上露出端倪，包括一些英伟达较不为人知的业务领域。例如，英伟达的软件...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3710263\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f40547bcec691f1419a6412b54155a87","relate_stocks":{"LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","BK4587":"ChatGPT概念","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) 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ACC"},"source_url":"https://wallstreetcn.com/articles/3710263","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2418551281","content_text":"分析师认为，该公司新的增长机会可能在下周开始的年度GTC大会上露出端倪，包括一些英伟达较不为人知的业务领域，如软件业务和推理应用。英伟达股票在上周五遭遇了九个月以来表现最差的一个交易日，但仍有分析师将英伟达的目标价从900美元提高到1200，这意味着还有37%的上涨空间。分析师认为，该公司新的增长机会可能在下周开始的年度GTC大会上露出端倪，包括一些英伟达较不为人知的业务领域。例如，英伟达的软件业务已经达到了10亿美元的年度营收运转率，但对于一家在上个财年总收入超过600亿美元、预计本财年轻松突破1000亿美元总收入大关的公司来说，这仍然只是杯水车薪。分析师认为，英伟达的软件业务“仅仅是开始”，预计英伟达将在GTC上将花费“巨大”的时间来概述软件业务扩张潜力。分析师认为，英伟达的管理团队将对该公司面向企业的AI产品机会最为兴奋。此外，分析师预计潜在的推理应用也将成为GTC的重点。分析师说，英伟达此前透露，过去12个月对数据中心GPU的需求至少有40%来自推理时，华尔街许多人似乎感到惊讶，但回想起来，考虑到Meta和微软在推理方面的投入，这或许是有道理的。分析师表示：“我们继续预期，英伟达在推理市场的份额将会有上升的惊喜。”英伟达很可能在GTC发布下一代数据中心产品B100芯片，该芯片预计将提供H200两倍的性能。分析师则对于客户在升级到B100后会如何处理他们旧的A100和H100感到好奇。总的来说，分析师对英伟达未来的营收和盈利潜力感到兴奋，表示GTC可能会带来的“明确的愿景”，即英伟达将在2024年销售一空，以及明确的产品周期支持2025年成为又一个增长年（B100等），还有一个充满活力的生态系统，“在我们接近生成式AI的转折点时准备好迎接巨大的货币化机会。”分析师认为，2025年10%到15%的服务器业务增速是合理的，而一旦投资者认定2025年还未达高峰，英伟达的股价可能将达到1200到1400美元之间。英伟达此前就暗示过，下一代服务器即将到来。华尔街见闻此前报道，在2024年SIEPR经济峰会上，英伟达首席执行官黄仁勋透露，旗下下一代DGX AI系统将采用液冷散热解决方案。摩根士丹利分析师也在报告中指出，随着人工智能服务器的计算能力不断提高，液冷解决方案的采用率(目前为3%)将会增长。液冷将首先以闭环形式设计冷板(直接到芯片)，然后扩展到机架内(TDP 60-70kw)，侧车(2-3个服务器机架，TDP 200kw)和排(4-8个服务器机架，TDP高达800kw)解决方案，以及数据中心基础设施升级。据了解，英伟达DGX系统是专为AI训练和推理优化、提供极高计算能力的高端服务器解决方案。未来，其将采用液冷技术来支持性能更加强劲的新一代GPU。","news_type":1},"isVote":1,"tweetType":1,"viewCount":913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282112992370728,"gmtCreate":1709903732295,"gmtModify":1709903736267,"author":{"id":"3570530291233610","authorId":"3570530291233610","name":"华子狗","avatar":"https://static.tigerbbs.com/a70cc915a76a8b6600a29e2b9f657626","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570530291233610","idStr":"3570530291233610"},"themes":[],"htmlText":"提前布局了","listText":"提前布局了","text":"提前布局了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282112992370728","repostId":"1128720409","repostType":2,"repost":{"id":"1128720409","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":1709879376,"share":"https://www.laohu8.com/m/news/1128720409?lang=&edition=full","pubTime":"2024-03-08 14:29","market":"us","language":"zh","title":"期权大单 | 继续押涨，英伟达要破千？挤掉特斯拉，减肥药热辣滚烫","url":"https://stock-news.laohu8.com/highlight/detail?id=1128720409","media":"老虎资讯综合","summary":"周四美股期权市场成交42,851,737张合约，其中看涨合约占比59%，看跌合约占比41%。","content":"<html><head></head><body><h3 id=\"id_880334941\">市场概览</h3><p>周四，美股三大指数集体收涨，纳指创下新的盘中纪录高点，标普500指数创下收盘纪录新高。美股期权市场成交42,851,737张合约，其中看涨合约（CALL）占比59%，看跌合约（PUT）占比41%。</p><h3 id=\"id_680536718\">期权成交观察：英伟达即将破千？</h3><p>特斯拉、英伟达、苹果依然排在个股成交的前三位。英伟达涨超4%再创新高，股价破900美元！市值达2.32万亿美元，与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>相差不足3000亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/823e43a85e36c127576048d1770a41c9\" title=\"\" tg-width=\"436\" tg-height=\"831\"/></p><p>期权成交方面，英伟达已经有1000美元行权价的布局，这将是一个重大的历史时刻，我们或许在周五或下周见证！</p><p><em>点击交易英伟达期权： <a class=\"teditor-mention\" data-mention-id=\"NVDA 20240308 915.0 CALL\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020240308%20915.0%20CALL\">$NVDA 20240308 915.0 CALL$</a></em> </p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84314af430c7cf0704fd385d0f6ad004\" title=\"\" tg-width=\"969\" tg-height=\"419\"/></p><h3 id=\"id_1007644994\">异动观察：超越特斯拉，这家公司热辣滚烫</h3><p>周四，减肥药“一哥”诺和诺德大涨近9%，该公司公布了其新型实验性减肥药物amycretin的早期试验数据，与已经名声大噪的Wegovy相比，amycretin的减肥效果更佳。受此消息带动，投资者热情高涨，将诺和诺德的股价推升至历史新高，市值升至5660亿美元的惊人水平，超越特斯拉和Visa。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7eecaab5945ca4697bf97bcbf2a50817\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>期权方面，诺和诺德的CALL单十分热辣滚烫，行权价高至150美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b910ad94d4b94c7c355e8a27c7253a01\" title=\"\" tg-width=\"967\" tg-height=\"412\"/></p><p>消息面上，诺和诺德表示，预计Wegovy将于今年获批在中国上市。这款产品最初将专注于自费购买的患者。而<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师本周更是表示，散户交易者已将关注点转向制药股，上周抛售了“七巨头”的大部分股票。</p><p>爱了这么多年的马斯克，就要被减肥药“取代”了？您怎么看，不妨在评论区聊聊吧。</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>期权大单 | 继续押涨，英伟达要破千？挤掉特斯拉，减肥药热辣滚烫</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{ 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}\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期权大单 | 继续押涨，英伟达要破千？挤掉特斯拉，减肥药热辣滚烫\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\">2024-03-08 14:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_880334941\">市场概览</h3><p>周四，美股三大指数集体收涨，纳指创下新的盘中纪录高点，标普500指数创下收盘纪录新高。美股期权市场成交42,851,737张合约，其中看涨合约（CALL）占比59%，看跌合约（PUT）占比41%。</p><h3 id=\"id_680536718\">期权成交观察：英伟达即将破千？</h3><p>特斯拉、英伟达、苹果依然排在个股成交的前三位。英伟达涨超4%再创新高，股价破900美元！市值达2.32万亿美元，与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>相差不足3000亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/823e43a85e36c127576048d1770a41c9\" title=\"\" tg-width=\"436\" tg-height=\"831\"/></p><p>期权成交方面，英伟达已经有1000美元行权价的布局，这将是一个重大的历史时刻，我们或许在周五或下周见证！</p><p><em>点击交易英伟达期权： <a class=\"teditor-mention\" data-mention-id=\"NVDA 20240308 915.0 CALL\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020240308%20915.0%20CALL\">$NVDA 20240308 915.0 CALL$</a></em> </p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84314af430c7cf0704fd385d0f6ad004\" title=\"\" tg-width=\"969\" tg-height=\"419\"/></p><h3 id=\"id_1007644994\">异动观察：超越特斯拉，这家公司热辣滚烫</h3><p>周四，减肥药“一哥”诺和诺德大涨近9%，该公司公布了其新型实验性减肥药物amycretin的早期试验数据，与已经名声大噪的Wegovy相比，amycretin的减肥效果更佳。受此消息带动，投资者热情高涨，将诺和诺德的股价推升至历史新高，市值升至5660亿美元的惊人水平，超越特斯拉和Visa。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7eecaab5945ca4697bf97bcbf2a50817\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>期权方面，诺和诺德的CALL单十分热辣滚烫，行权价高至150美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b910ad94d4b94c7c355e8a27c7253a01\" title=\"\" tg-width=\"967\" tg-height=\"412\"/></p><p>消息面上，诺和诺德表示，预计Wegovy将于今年获批在中国上市。这款产品最初将专注于自费购买的患者。而<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师本周更是表示，散户交易者已将关注点转向制药股，上周抛售了“七巨头”的大部分股票。</p><p>爱了这么多年的马斯克，就要被减肥药“取代”了？您怎么看，不妨在评论区聊聊吧。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/511b9adbfb304f83dd5e036e3c3eb59a","relate_stocks":{"NVDA":"英伟达","NVO":"诺和诺德"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128720409","content_text":"市场概览周四，美股三大指数集体收涨，纳指创下新的盘中纪录高点，标普500指数创下收盘纪录新高。美股期权市场成交42,851,737张合约，其中看涨合约（CALL）占比59%，看跌合约（PUT）占比41%。期权成交观察：英伟达即将破千？特斯拉、英伟达、苹果依然排在个股成交的前三位。英伟达涨超4%再创新高，股价破900美元！市值达2.32万亿美元，与苹果相差不足3000亿美元。期权成交方面，英伟达已经有1000美元行权价的布局，这将是一个重大的历史时刻，我们或许在周五或下周见证！点击交易英伟达期权： $NVDA 20240308 915.0 CALL$ 异动观察：超越特斯拉，这家公司热辣滚烫周四，减肥药“一哥”诺和诺德大涨近9%，该公司公布了其新型实验性减肥药物amycretin的早期试验数据，与已经名声大噪的Wegovy相比，amycretin的减肥效果更佳。受此消息带动，投资者热情高涨，将诺和诺德的股价推升至历史新高，市值升至5660亿美元的惊人水平，超越特斯拉和Visa。期权方面，诺和诺德的CALL单十分热辣滚烫，行权价高至150美元。消息面上，诺和诺德表示，预计Wegovy将于今年获批在中国上市。这款产品最初将专注于自费购买的患者。而摩根大通分析师本周更是表示，散户交易者已将关注点转向制药股，上周抛售了“七巨头”的大部分股票。爱了这么多年的马斯克，就要被减肥药“取代”了？您怎么看，不妨在评论区聊聊吧。","news_type":1},"isVote":1,"tweetType":1,"viewCount":656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":273267362443504,"gmtCreate":1707753553510,"gmtModify":1707753555020,"author":{"id":"3570530291233610","authorId":"3570530291233610","name":"华子狗","avatar":"https://static.tigerbbs.com/a70cc915a76a8b6600a29e2b9f657626","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570530291233610","idStr":"3570530291233610"},"themes":[],"htmlText":"买入英伟达，上看1000","listText":"买入英伟达，上看1000","text":"买入英伟达，上看1000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/273267362443504","repostId":"2410045633","repostType":2,"repost":{"id":"2410045633","pubTimestamp":1707547000,"share":"https://www.laohu8.com/m/news/2410045633?lang=&edition=full","pubTime":"2024-02-10 14:36","market":"us","language":"zh","title":"1972年以来最猛连涨！大盘已突破5000点！谁会终结美股？","url":"https://stock-news.laohu8.com/highlight/detail?id=2410045633","media":"华尔街见闻","summary":"标普大盘创下最快突破千点整数位的记录，且录得1972年以来最佳连涨记录，市盈率已接近上一轮牛市顶峰水平。一些踏空的投资者相信，回撤是早晚的事情。","content":"<html><body><p>2024年初，美股再度上演史诗级逼空行情。隔夜收盘<a href=\"https://laohu8.com/S/161125\">标普500</a>指数站上5026点，创历史新高，且在过去15周中有14周收阳，为1972年以来最佳连涨记录。</p>\n<p>财报季企业盈利加速、AI热潮的持续以及美国经济乐观的基本面，共同助推了美股强劲的上升势头。去年10月至今，美股累计新增9万亿美元市值。</p>\n<p>不过，自2009年全球金融危机时期以来，标普500指数已经翻了五倍。踏空这轮牛市行情的投资者相信，美股的估值已经太贵，回调是早晚的事情。<strong>野村分析师预计，如果<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>财报<span>爆雷</span>，或者美国通胀重燃，都有可能终结这一轮美股的涨势。</strong></p>\n<h2><strong>标普大盘市盈率已经接近上一轮牛市顶峰水平</strong></h2>\n<p>在连续三个月的迅猛上涨之后，美股能否继续高歌猛进？</p>\n<p>目前，<strong>标普500指数的市盈率为24倍，已经超过了疫情前的高点，接近上一轮牛市顶峰时的水平，而七巨头的市盈率则是大盘的两倍。</strong></p>\n<p>值得注意的是，这一次标普500指数跃升5000点的速度比其他1000点里程碑都要快。</p>\n<p>媒体报道指出，<strong>这一轮大盘从2021年愚人节的4000点涨到如今的5000点，只用了719个交易日。</strong>比2000点到3000点所需的1227个交易日要短得多。更早之前，标普500指数从1998年的1000点到2014年的2000点，则用了4168个交易日。</p>\n<p>不过，历史数据显示，每次美股大盘突破关键整数位后，往往需要一段时间才能企稳。</p>\n<p>2014年，当大盘突破2000点后，在接下来的三周内一直徘徊在2000点附近，并在随后的五周里出现了下跌。</p>\n<p>2019年也有类似的趋势，大盘站上3000点后，短暂继续上扬了一段时间，但随后跌至3000点下方，用了好几周的时间才重返3000点。</p>\n<h2><strong>踏空者静待股市回调</strong></h2>\n<p>此前，<strong>由于美债收益率曲线持续倒挂，许多人相信美国经济即将陷入衰退，因此削减了仓位。结果眼见大盘越涨越高，许多踏空的投资者都在期待股市能够“<span>倒车</span>接人”。</strong>但标普500指数已连续近一年没有出现超过2%的日跌幅，为2018年2月“波动性末日”以来最长的抗跌期。</p>\n<p>尽管眼前的景象欣欣向荣，不过，投资者对科技巨头等优质股票的持续青睐也可被视为一种谨慎的信号，那些受美联储紧缩政策影响最大的中小票，陷入了无人问津的地步。</p>\n<p><strong>从历史经验来看，小盘股的表现往往与美国经济状况紧密挂钩。</strong>今年以来，代表小盘股的罗素2000指数累计下跌约1%，比2021年的峰值低了20%。1月以来，罗素2000指数的表现落后于纳指8个百分点，为2020年疫情爆发后两指数回报率的最大差值。</p>\n<p>与此同时，随着美联储主席鲍威尔等官员一直给市场3月降息的预期泼冷水，信贷担忧又开始卷土重来。</p>\n<p>资管公司FBB的研究主管Michael Bailey对媒体表示：</p>\n<blockquote>\n<p>一方面，七巨头的狂欢持续，而另一方面，小市值公司却无法喘息。鲍威尔推迟了降息，这可能会给微盘市场敲下最后一颗钉子。</p>\n</blockquote>\n<p>种种迹象让一些踏空的投资者相信，昂贵的美股大盘不久后就会出现回撤。</p>\n<p>一位踏空科技股，坚持价值投资理念、买入现金流良好且估值低廉的能源股的基金经理对媒体表示，<strong>现在就断言美国经济软着陆还为时过早，经济衰退通常要等到美联储开始降息很久以后才会出现。</strong></p>\n<p>他在<span>采访</span>中强调，股市游戏是运气和技术的结合：</p>\n<blockquote>\n<p>你可以作对一切，但只因为坏运气而看起来像个蠢蛋；你也可以做错一切，但能凭好运气让业绩看起来很出色。<strong>1998年、1999年投资科技行业的每个人都是英雄，直到（科网泡沫破裂）他们不再是。</strong></p>\n</blockquote>\n<h2>谁会终结这轮“科技股狂潮”？</h2>\n<p>目前美股市场呈现为罕见的“科技独涨型牛市”。强劲财报驱动下，除<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>外的六大科技巨头对股指的拉动，让市值加权的标普指数表现远超标普等权指数。当前标普指数的内部分化程度在过去百年内都难得一见。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/3099344b-c81f-4840-b4ee-b3199b3502e0.png\"/></p>\n<p>野村分析师McElligott认为，两种因素可能会让美股出现大幅回撤：</p>\n<blockquote>\n<p><strong>1）英伟达财报暴雷，终结AI狂热；</strong></p>\n<p><strong>2）美国经济过热导致“通胀重燃”，彻底终结市场的“降息预期”。</strong></p>\n</blockquote>\n<p>目前，市场上64家研究机构中，有58家给出英伟达“买入”评级。除晨星外，已有9个月没有其他机构发布卖出该股的报告。隔夜大涨后，英伟达市值已经站上1.78万亿美元，逼近七巨头中的老四<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>。</p>\n<p>此外，周五发布的数据也显示，美国第四季度核心CPI修正后年化增幅维持在3.3%不变；12月CPI环比增幅从0.3%下修至0.2%，价格上涨速度比最初报告的还要慢，美国通胀仍在稳定下行中。</p><div>风险提示及免责条款</div>\n<div>\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。\n          </div>\n</body></html>","source":"wallstreetcn_hot_news","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>1972年以来最猛连涨！大盘已突破5000点！谁会终结美股？</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\">\n1972年以来最猛连涨！大盘已突破5000点！谁会终结美股？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-10 14:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3708279><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2024年初，美股再度上演史诗级逼空行情。隔夜收盘标普500指数站上5026点，创历史新高，且在过去15周中有14周收阳，为1972年以来最佳连涨记录。\n财报季企业盈利加速、AI热潮的持续以及美国经济乐观的基本面，共同助推了美股强劲的上升势头。去年10月至今，美股累计新增9万亿美元市值。\n不过，自2009年全球金融危机时期以来，标普500指数已经翻了五倍。踏空这轮牛市行情的投资者相信，美股的估值...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3708279\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://wpimg-wscn.awtmt.com/a015f39f-25a7-463e-9c5a-f5fde2d681b7.jpeg","relate_stocks":{"LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4543":"AI","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4527":"明星科技股","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","NVDA":"英伟达","SH":"标普500反向ETF","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) 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Bailey对媒体表示：\n\n一方面，七巨头的狂欢持续，而另一方面，小市值公司却无法喘息。鲍威尔推迟了降息，这可能会给微盘市场敲下最后一颗钉子。\n\n种种迹象让一些踏空的投资者相信，昂贵的美股大盘不久后就会出现回撤。\n一位踏空科技股，坚持价值投资理念、买入现金流良好且估值低廉的能源股的基金经理对媒体表示，现在就断言美国经济软着陆还为时过早，经济衰退通常要等到美联储开始降息很久以后才会出现。\n他在采访中强调，股市游戏是运气和技术的结合：\n\n你可以作对一切，但只因为坏运气而看起来像个蠢蛋；你也可以做错一切，但能凭好运气让业绩看起来很出色。1998年、1999年投资科技行业的每个人都是英雄，直到（科网泡沫破裂）他们不再是。\n\n谁会终结这轮“科技股狂潮”？\n目前美股市场呈现为罕见的“科技独涨型牛市”。强劲财报驱动下，除特斯拉外的六大科技巨头对股指的拉动，让市值加权的标普指数表现远超标普等权指数。当前标普指数的内部分化程度在过去百年内都难得一见。\n\n野村分析师McElligott认为，两种因素可能会让美股出现大幅回撤：\n\n1）英伟达财报暴雷，终结AI狂热；\n2）美国经济过热导致“通胀重燃”，彻底终结市场的“降息预期”。\n\n目前，市场上64家研究机构中，有58家给出英伟达“买入”评级。除晨星外，已有9个月没有其他机构发布卖出该股的报告。隔夜大涨后，英伟达市值已经站上1.78万亿美元，逼近七巨头中的老四亚马逊。\n此外，周五发布的数据也显示，美国第四季度核心CPI修正后年化增幅维持在3.3%不变；12月CPI环比增幅从0.3%下修至0.2%，价格上涨速度比最初报告的还要慢，美国通胀仍在稳定下行中。风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":270754326511784,"gmtCreate":1707139893197,"gmtModify":1707139894828,"author":{"id":"3570530291233610","authorId":"3570530291233610","name":"华子狗","avatar":"https://static.tigerbbs.com/a70cc915a76a8b6600a29e2b9f657626","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570530291233610","idStr":"3570530291233610"},"themes":[],"htmlText":"哪位大佬说下，商誉算不算高？有没有风险？","listText":"哪位大佬说下，商誉算不算高？有没有风险？","text":"哪位大佬说下，商誉算不算高？有没有风险？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/270754326511784","repostId":"2409583107","repostType":2,"isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":270751337210024,"gmtCreate":1707139163387,"gmtModify":1707139164806,"author":{"id":"3570530291233610","authorId":"3570530291233610","name":"华子狗","avatar":"https://static.tigerbbs.com/a70cc915a76a8b6600a29e2b9f657626","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570530291233610","idStr":"3570530291233610"},"themes":[],"htmlText":"≥商誉高吗？","listText":"≥商誉高吗？","text":"≥商誉高吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/270751337210024","repostId":"2409583107","repostType":2,"repost":{"id":"2409583107","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":1707131261,"share":"https://www.laohu8.com/m/news/2409583107?lang=&edition=full","pubTime":"2024-02-05 19:07","market":"us","language":"zh","title":"诺和诺德将以165亿美元的总价值收购康泰伦特公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2409583107","media":"老虎资讯综合","summary":"诺和诺德将以每股63.50 美元的现金收购康泰伦特的所有流通股。","content":"<html><head></head><body><p>周一，康泰伦特公司（<a href=\"https://laohu8.com/S/CTLT\">Catalent</a> ）盘前大涨12.8%。<a href=\"https://laohu8.com/S/NVO\">诺和诺德</a>将以每股63.50美元的现金收购康泰伦特的所有流通股，比康泰伦特的最后交易价格溢价16.5%。</p><p>这家丹麦公司还将承担康泰伦特的债务，使该交易的企业总价值达到 165 亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c55a1192921a49aa34506aa6da2a54ed\" title=\"\" tg-width=\"450\" tg-height=\"125\"/></p><p>根据这项交易，诺和诺德将从康泰伦特收购三个灌装完成基地，预计这将有助于扩大其生产流行减肥药Wegovy的能力。</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\" 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19:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一，康泰伦特公司（<a href=\"https://laohu8.com/S/CTLT\">Catalent</a> ）盘前大涨12.8%。<a href=\"https://laohu8.com/S/NVO\">诺和诺德</a>将以每股63.50美元的现金收购康泰伦特的所有流通股，比康泰伦特的最后交易价格溢价16.5%。</p><p>这家丹麦公司还将承担康泰伦特的债务，使该交易的企业总价值达到 165 亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c55a1192921a49aa34506aa6da2a54ed\" title=\"\" tg-width=\"450\" tg-height=\"125\"/></p><p>根据这项交易，诺和诺德将从康泰伦特收购三个灌装完成基地，预计这将有助于扩大其生产流行减肥药Wegovy的能力。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b1d474c8d1dc060701ee17a64cad9620","relate_stocks":{"NVO":"诺和诺德","CTLT":"Catalent"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2409583107","content_text":"周一，康泰伦特公司（Catalent 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美股打新。你还敢不敢打？","images":[{"img":"https://static.tigerbbs.com/c705e073d11cb2a1e08e5533aaeda0d0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/202252580118536","isVote":1,"tweetType":1,"viewCount":2745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":189430929747992,"gmtCreate":1687273198002,"gmtModify":1687273199731,"author":{"id":"3570530291233610","authorId":"3570530291233610","name":"华子狗","avatar":"https://static.tigerbbs.com/a70cc915a76a8b6600a29e2b9f657626","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570530291233610","idStr":"3570530291233610"},"themes":[],"htmlText":"英伟达，快回调了。你会上车吗？","listText":"英伟达，快回调了。你会上车吗？","text":"英伟达，快回调了。你会上车吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/189430929747992","isVote":1,"tweetType":1,"viewCount":2016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610978283,"gmtCreate":1648482346644,"gmtModify":1648482346644,"author":{"id":"3570530291233610","authorId":"3570530291233610","name":"华子狗","avatar":"https://static.tigerbbs.com/a70cc915a76a8b6600a29e2b9f657626","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570530291233610","idStr":"3570530291233610"},"themes":[],"htmlText":"申购了。","listText":"申购了。","text":"申购了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610978283","repostId":"1109085467","repostType":2,"repost":{"id":"1109085467","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":1646806200,"share":"https://www.laohu8.com/m/news/1109085467?lang=&edition=full","pubTime":"2022-03-09 14:10","market":"us","language":"zh","title":"一图读懂 | Genius Group即将登陆纳斯达克","url":"https://stock-news.laohu8.com/highlight/detail?id=1109085467","media":"老虎资讯综合","summary":"公司简介Genius Group创立于2015年，总部位于新加坡，是世界领先高速增长的企业家教育科技集团。根据创新的以学生为中心的教育模式，定制终身学习课程，培养有领导才能、能自主创业和具备生活技能的","content":"<html><head></head><body><p><b>公司简介</b></p><p>Genius Group创立于2015年，总部位于新加坡，是世界领先高速增长的企业家教育科技集团。根据创新的以学生为中心的教育模式，定制终身学习课程，培养有领导才能、能自主创业和具备生活技能的学生。</p><p><b>一图读懂</b></p><p>新加坡教育科技公司Genius Group<img src=\"https://static.tigerbbs.com/7ff7c5bfac99a499b65c7c6ad40c5e18\" tg-width=\"750\" tg-height=\"14029\" referrerpolicy=\"no-referrer\"/></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>一图读懂 | Genius 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14:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>公司简介</b></p><p>Genius Group创立于2015年，总部位于新加坡，是世界领先高速增长的企业家教育科技集团。根据创新的以学生为中心的教育模式，定制终身学习课程，培养有领导才能、能自主创业和具备生活技能的学生。</p><p><b>一图读懂</b></p><p>新加坡教育科技公司Genius Group<img src=\"https://static.tigerbbs.com/7ff7c5bfac99a499b65c7c6ad40c5e18\" tg-width=\"750\" tg-height=\"14029\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7cef37e68e67ebdce0ff4e7331663d4b","relate_stocks":{"GNS":"Genius Group Limited"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109085467","content_text":"公司简介Genius Group创立于2015年，总部位于新加坡，是世界领先高速增长的企业家教育科技集团。根据创新的以学生为中心的教育模式，定制终身学习课程，培养有领导才能、能自主创业和具备生活技能的学生。一图读懂新加坡教育科技公司Genius Group","news_type":1},"isVote":1,"tweetType":1,"viewCount":1090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846999683,"gmtCreate":1636038199472,"gmtModify":1636038199472,"author":{"id":"3570530291233610","authorId":"3570530291233610","name":"华子狗","avatar":"https://static.tigerbbs.com/a70cc915a76a8b6600a29e2b9f657626","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570530291233610","idStr":"3570530291233610"},"themes":[],"htmlText":"那是利好还是利空？","listText":"那是利好还是利空？","text":"那是利好还是利空？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846999683","repostId":"1149617127","repostType":2,"repost":{"id":"1149617127","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":1635776859,"share":"https://www.laohu8.com/m/news/1149617127?lang=&edition=full","pubTime":"2021-11-01 22:27","market":"us","language":"zh","title":"fuboTV涨超11%，分析师认为该公司可能被收购","url":"https://stock-news.laohu8.com/highlight/detail?id=1149617127","media":"老虎资讯综合","summary":"博彩行业整合将是未来两年的一个主要主题。","content":"<p>11月1日（周一），<a href=\"https://laohu8.com/S/FUBO\">fuboTV</a>股价走高，截至发稿，该股涨超11%，盘中最高报33.19美元。</p>\n<p><img src=\"https://static.tigerbbs.com/1aeb8b01f2fc2d51d57bc6bc053aa992\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>此前Oppenheimer分析师Jed Kelly预计，博彩行业整合将是未来两年的一个主要主题，fuboTV是其认为最有可能的被收购对象之一。</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>fuboTV涨超11%，分析师认为该公司可能被收购</title>\n<style 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