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杨育军
退休工人
IP属地:河南
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杨育军
11-18 21:50
$英伟达(NVDA)$
我要是股东,就买小米,因为小米,是一个实体。拼多多是虚的,不是实体,但是,拼多多的人员多,就架不住。你们看看把。
一周前瞻|英伟达、小米、拼多多等重磅财报来袭;小马智行冲刺纳斯达克
杨育军
11-18 21:42
这要看看特朗普的性格爱好啦!如果你不了解特朗普的,内在的心里的想法,你就是 OT. 也就是说,跟特朗普赌一把,。不是盈利,就是输的一踏蝴堵。
杨育军
11-14
我想看,我刚刚发的,意见,都看不到,这就是你们的诚意吗?你们改邪归正吧,不要打脸充胖子啦!
杨育军
10-13
只有,国家支持,才可能大涨。
杨育军
10-13
不会长。还会下跌。因为,没有人买。手里没有钱。
杨育军
09-10
我刚刚看500在下爹,怎么又爬上来,不可思议。
杨育军
08-30
听的在多,没有用。玩到,自己的口袋里,就是OK
杨育军
08-30
$标普500(.SPX)$
我现在还以为,SPX(500)趴下去那。
杨育军
08-30
$TRF.HK 20240829 17.50 PUT$
就这样的,还排在第一,哈哈哈哈
杨育军
08-27
就是咳,好好想一想,大趋势。
杨育军
08-26
$拼多多(PDD)$
我看是,在整盘
杨育军
08-26
$拼多多(PDD)$
可能会抄底
杨育军
08-26
$拼多多(PDD)$
可能会抄底
杨育军
08-23
$HEX.HK 20240927 215.00 PUT$
厉害
杨育军
08-23
$NTE.HK 20241128 150.00 CALL$
哇塞
杨育军
08-18
我可能会参与,但是我感觉他们是在下鱼饵。
杨育军
08-18
对于虎币的上下振动,我一个人说了不算,。最主要的是,还是那句话;后台人工的操作。
杨育军
08-18
虎币,就是鱼饵。叫战士们玩得不亦乐乎,才有兴趣,贷款。
杨育军
08-18
一个是低估,一个是高估,这不是具体的判断。我认为,应该是内部的人在操作,初次之外,没有其他的办法。
杨育军
08-18
我没有看到具体的内容,怎么才有判断。
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 我要是股东,就买小米,因为小米,是一个实体。拼多多是虚的,不是实体,但是,拼多多的人员多,就架不住。你们看看把。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 我要是股东,就买小米,因为小米,是一个实体。拼多多是虚的,不是实体,但是,拼多多的人员多,就架不住。你们看看把。","text":"$英伟达(NVDA)$ 我要是股东,就买小米,因为小米,是一个实体。拼多多是虚的,不是实体,但是,拼多多的人员多,就架不住。你们看看把。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372318805381464","repostId":"2483596446","repostType":2,"repost":{"id":"2483596446","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":1731882657,"share":"https://www.laohu8.com/m/news/2483596446?lang=&edition=full","pubTime":"2024-11-18 06:30","market":"sh","language":"zh","title":"一周前瞻|英伟达、小米、拼多多等重磅财报来袭;小马智行冲刺纳斯达克","url":"https://stock-news.laohu8.com/highlight/detail?id=2483596446","media":"老虎资讯综合","summary":"另一方面,随着公司业绩增速放缓,此前二季度新批准的500亿美元的回购计划。上月21日,中国人民银行授权全国银行间同业拆借中心公布,1年期、5年期LPR利率均下调25BP,1年期LPR为3.10%,5年期以上LPR为3.60%。市场正密切关注其言论,以寻找日央行进一步加息的线索。这是自特朗普赢得美国总统大选以来,植田和男首次直接谈论货币政策。","content":"<html><head></head><body><p><strong>11月18日至11月22日当周重磅财经事件一览:</strong></p><ul style=\"\"><li><p><strong>经济数据:</strong>中国11月贷款市场报价利率;美国上周初请失业金人数;美国11月密歇根大学消费者信心指数;</p></li><li><p><strong>财经事件:</strong>日本央行行长植田和男发表讲话;美联储官员讲话;G20峰会举行;恒指季检;小马智行登陆纳斯达克;</p></li><li><p><strong>公司业绩:</strong>英伟达、小米集团、拼多多、百度、蔚来、小鹏汽车、沃尔玛、塔吉特等公司财报;</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72bb179477a6b816954a33b77d89df8e\" tg-width=\"1080\" tg-height=\"1920\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a027b48214be3df2a521f79fd1a954c9\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><h2 id=\"id_760515831\">Blackwell出货倒计时!英伟达将公布Q3季报</h2><ul style=\"\"><li><p>被<a href=\"https://laohu8.com/S/GS\">高盛</a>成为“地球最重要股票”的AI芯片霸主英伟达,<strong>将于美东时间11月20日盘后(北京时间周四5:20)公布2025财年三季报。</strong></p></li></ul><p>市场目前预期,英伟达Q3:</p><blockquote><p><strong>营收330.8亿美元,同比增加83%;</strong></p><p><strong>经调整净利润184.6亿美元,同比增加84%;</strong></p><p><strong>每股收益0.72美元,同比增加94%;</strong></p></blockquote><p>回顾英伟达过去8个财季表现,共有7次每股收益超出市场预期,业绩日股价变动平均为±9.32%,最大涨幅为+24.4%,最大跌幅为-6.39%;财报日股价上涨概率为62.5%。</p><p>英伟达自二季度财报公布以来,股价再度上涨15%,区间股价再刷历史新高,最新总市值超3.66万亿美元,超越<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>,成为史上首家市值超过3.6万亿美元的公司。</p><p>除了分析师最关注的收入、利润增速数据,<strong>市场另外关注两个关键信息:</strong></p><p><strong>1、Blackwell四季度发货,2025年销售指引如何?</strong></p><p>作为英伟达全新一代AI芯片,黄仁勋此前称将在四季度开始发货。华尔街分析师普遍认为,AI应用发展仍处于早期阶段,<strong>Blackwell周期将继续推动英伟达业绩上行</strong>。大摩此前爆料称Blackwell未来一年供应已售罄,新产品线预计将在1月份的季度提升公司收入。</p><p>此外,微软、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Meta等科技巨头的资本支出计划“非常稳健”,Melius预测这些公司的数据中心资本支出到2025年将增长24%,达到2820亿美元,为Blackwell销售提供支撑。</p><p><strong>2、500亿美元新回购计划进展如何?</strong></p><p>另一方面,随着公司业绩增速放缓,此前二季度新批准的500亿美元的回购计划。英伟达股票当前的市盈率(P/E)和市现率(P/FCF)低于过去两年的平均水平,若Blackwell真能带动公司股价进一步爆发,管理层理应在Q3就开始扩大股票回购规模。</p><p><strong>总结而言,如果英伟达未能大幅推进公司新的500亿美元的回购计划,或者Blackwell的销售指引不及预期,这将是负面信号。</strong></p><h2 id=\"id_3987419333\">中国11月LPR出炉!</h2><ul style=\"\"><li><p><strong>20日(周三),中国人民银行将公布中国11月一年期、五年期贷款市场报价利率(LPR)。</strong></p></li></ul><p>上月21日,中国人民银行授权全国银行间同业拆借中心公布,1年期、5年期LPR利率均下调25BP,1年期LPR为3.10%,5年期以上LPR为3.60%。单次下降幅度创2019年LPR改革以来之最,仍超出市场预期,显示出货币政策支持经济的力度和决心。</p><p><a href=\"https://laohu8.com/S/601818\">光大银行</a>金融市场部宏观研究员周茂华认为,就目前国内物价环境,常规政策工具空间仍充足。考虑到年底前,推动<a href=\"https://laohu8.com/S/FISI\">金融机构</a>加大实体经济支持、增量财政政策实施以及季节扰动等,资金面可能存在一定波动,为做好跨周期调节,<strong>不排除央行再度调降存款准备金率。</strong>另外,目前利率工具仍有空间,需要根据实体经济和物价复苏情况,并兼顾内外平衡。</p><h2 id=\"id_1456149292\">日本央行行长将释放12月加息信号?</h2><p>18日周一,日本央行行长植田和男将举行新闻发布会。<strong>市场正密切关注其言论,以寻找日央行进一步加息的线索。</strong></p><p>这是自特朗普赢得美国总统大选以来,植田和男首次直接谈论货币政策。</p><p>目前,市场对日央行的加息时间究竟是下月还是明年1月仍存在分歧。</p><p>一些分析师认为,鉴于7月意外加息引发了8月的市场巨震,植田此次讲话可能会采取更加谨慎的措辞。如果日本央行希望为12月18日至19日的政策会议做好铺垫,植田可能会释放出一些鹰派信号。</p><p>据路透社近期的一项调查显示,<strong>大多数经济学家预计日本央行今年不会再次加息,但近90%的经济学家预计到明年3月底利率将上升。</strong></p><p>值得注意的是,<strong>近期日元汇率再度走低,进一步增加了日本央行尽快加息的压力。</strong></p><h2 id=\"id_158054629\">欧元区大事不断!12月降息有望?</h2><ul style=\"\"><li><p><strong>19日18:00,10月欧盟核心CPI同比、10月欧元区CPI同比将公布;</strong></p></li><li><p><strong>22日16:15起,标普全球将公布法国、德国、欧元区11月PMI;</strong></p></li><li><p><strong>欧洲银行行长拉加德将于19日发表讲话。</strong></p></li></ul><p>在上月年内第三次降息后,欧洲央行官员开始讨论更宽松的政策前景,50基点的激进降息被摆上台面。一些欧洲央行高官也转变了态度称,不排除12月降息50基点的可能性。若通胀数据支持,他希望看到利率更快地降至中性水平。</p><p>目前,<strong>市场普遍预计欧洲央行在12月还会降息。</strong></p><h2 id=\"id_1773183083\">其他重要数据、会议及事件</h2><ul style=\"\"><li><p><strong>成品油调价窗口开启</strong></p></li></ul><p>11月20日,国内成品油油价将开启新一轮调整窗口。目前,2024年国内成品油调价经历22轮调整,呈现“九涨九跌四搁浅”格局,汽、柴油每吨较去年底累计分别下调130元、125元。据隆众资讯,上周原油成本面波动明显加剧,国内成品油限价调整暂入搁浅区间。</p><ul style=\"\"><li><p><strong>多个经济体公布重要经济数据</strong></p></li></ul><p>11月20日,10月英国核心CPI环比将公布;11月22日,10月日本CPI环比将公布,同日,德国第三季度未季调GDP年率终值、印度11月制造业PMI终值将公布。</p><ul style=\"\"><li><p><strong>G20峰会将在巴西举行</strong></p></li></ul><p>11月18日至19日,二十国集团(G20)领导人第十九次峰会将将在巴西里约热内卢举行,主题是“构建公正的世界和可持续的星球”,将讨论全球不平等、可持续发展和全球治理改革等议题。</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>一周前瞻|英伟达、小米、拼多多等重磅财报来袭;小马智行冲刺纳斯达克</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一周前瞻|英伟达、小米、拼多多等重磅财报来袭;小马智行冲刺纳斯达克\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\">2024-11-18 06:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>11月18日至11月22日当周重磅财经事件一览:</strong></p><ul style=\"\"><li><p><strong>经济数据:</strong>中国11月贷款市场报价利率;美国上周初请失业金人数;美国11月密歇根大学消费者信心指数;</p></li><li><p><strong>财经事件:</strong>日本央行行长植田和男发表讲话;美联储官员讲话;G20峰会举行;恒指季检;小马智行登陆纳斯达克;</p></li><li><p><strong>公司业绩:</strong>英伟达、小米集团、拼多多、百度、蔚来、小鹏汽车、沃尔玛、塔吉特等公司财报;</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72bb179477a6b816954a33b77d89df8e\" tg-width=\"1080\" tg-height=\"1920\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a027b48214be3df2a521f79fd1a954c9\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><h2 id=\"id_760515831\">Blackwell出货倒计时!英伟达将公布Q3季报</h2><ul style=\"\"><li><p>被<a href=\"https://laohu8.com/S/GS\">高盛</a>成为“地球最重要股票”的AI芯片霸主英伟达,<strong>将于美东时间11月20日盘后(北京时间周四5:20)公布2025财年三季报。</strong></p></li></ul><p>市场目前预期,英伟达Q3:</p><blockquote><p><strong>营收330.8亿美元,同比增加83%;</strong></p><p><strong>经调整净利润184.6亿美元,同比增加84%;</strong></p><p><strong>每股收益0.72美元,同比增加94%;</strong></p></blockquote><p>回顾英伟达过去8个财季表现,共有7次每股收益超出市场预期,业绩日股价变动平均为±9.32%,最大涨幅为+24.4%,最大跌幅为-6.39%;财报日股价上涨概率为62.5%。</p><p>英伟达自二季度财报公布以来,股价再度上涨15%,区间股价再刷历史新高,最新总市值超3.66万亿美元,超越<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>,成为史上首家市值超过3.6万亿美元的公司。</p><p>除了分析师最关注的收入、利润增速数据,<strong>市场另外关注两个关键信息:</strong></p><p><strong>1、Blackwell四季度发货,2025年销售指引如何?</strong></p><p>作为英伟达全新一代AI芯片,黄仁勋此前称将在四季度开始发货。华尔街分析师普遍认为,AI应用发展仍处于早期阶段,<strong>Blackwell周期将继续推动英伟达业绩上行</strong>。大摩此前爆料称Blackwell未来一年供应已售罄,新产品线预计将在1月份的季度提升公司收入。</p><p>此外,微软、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Meta等科技巨头的资本支出计划“非常稳健”,Melius预测这些公司的数据中心资本支出到2025年将增长24%,达到2820亿美元,为Blackwell销售提供支撑。</p><p><strong>2、500亿美元新回购计划进展如何?</strong></p><p>另一方面,随着公司业绩增速放缓,此前二季度新批准的500亿美元的回购计划。英伟达股票当前的市盈率(P/E)和市现率(P/FCF)低于过去两年的平均水平,若Blackwell真能带动公司股价进一步爆发,管理层理应在Q3就开始扩大股票回购规模。</p><p><strong>总结而言,如果英伟达未能大幅推进公司新的500亿美元的回购计划,或者Blackwell的销售指引不及预期,这将是负面信号。</strong></p><h2 id=\"id_3987419333\">中国11月LPR出炉!</h2><ul style=\"\"><li><p><strong>20日(周三),中国人民银行将公布中国11月一年期、五年期贷款市场报价利率(LPR)。</strong></p></li></ul><p>上月21日,中国人民银行授权全国银行间同业拆借中心公布,1年期、5年期LPR利率均下调25BP,1年期LPR为3.10%,5年期以上LPR为3.60%。单次下降幅度创2019年LPR改革以来之最,仍超出市场预期,显示出货币政策支持经济的力度和决心。</p><p><a href=\"https://laohu8.com/S/601818\">光大银行</a>金融市场部宏观研究员周茂华认为,就目前国内物价环境,常规政策工具空间仍充足。考虑到年底前,推动<a href=\"https://laohu8.com/S/FISI\">金融机构</a>加大实体经济支持、增量财政政策实施以及季节扰动等,资金面可能存在一定波动,为做好跨周期调节,<strong>不排除央行再度调降存款准备金率。</strong>另外,目前利率工具仍有空间,需要根据实体经济和物价复苏情况,并兼顾内外平衡。</p><h2 id=\"id_1456149292\">日本央行行长将释放12月加息信号?</h2><p>18日周一,日本央行行长植田和男将举行新闻发布会。<strong>市场正密切关注其言论,以寻找日央行进一步加息的线索。</strong></p><p>这是自特朗普赢得美国总统大选以来,植田和男首次直接谈论货币政策。</p><p>目前,市场对日央行的加息时间究竟是下月还是明年1月仍存在分歧。</p><p>一些分析师认为,鉴于7月意外加息引发了8月的市场巨震,植田此次讲话可能会采取更加谨慎的措辞。如果日本央行希望为12月18日至19日的政策会议做好铺垫,植田可能会释放出一些鹰派信号。</p><p>据路透社近期的一项调查显示,<strong>大多数经济学家预计日本央行今年不会再次加息,但近90%的经济学家预计到明年3月底利率将上升。</strong></p><p>值得注意的是,<strong>近期日元汇率再度走低,进一步增加了日本央行尽快加息的压力。</strong></p><h2 id=\"id_158054629\">欧元区大事不断!12月降息有望?</h2><ul style=\"\"><li><p><strong>19日18:00,10月欧盟核心CPI同比、10月欧元区CPI同比将公布;</strong></p></li><li><p><strong>22日16:15起,标普全球将公布法国、德国、欧元区11月PMI;</strong></p></li><li><p><strong>欧洲银行行长拉加德将于19日发表讲话。</strong></p></li></ul><p>在上月年内第三次降息后,欧洲央行官员开始讨论更宽松的政策前景,50基点的激进降息被摆上台面。一些欧洲央行高官也转变了态度称,不排除12月降息50基点的可能性。若通胀数据支持,他希望看到利率更快地降至中性水平。</p><p>目前,<strong>市场普遍预计欧洲央行在12月还会降息。</strong></p><h2 id=\"id_1773183083\">其他重要数据、会议及事件</h2><ul style=\"\"><li><p><strong>成品油调价窗口开启</strong></p></li></ul><p>11月20日,国内成品油油价将开启新一轮调整窗口。目前,2024年国内成品油调价经历22轮调整,呈现“九涨九跌四搁浅”格局,汽、柴油每吨较去年底累计分别下调130元、125元。据隆众资讯,上周原油成本面波动明显加剧,国内成品油限价调整暂入搁浅区间。</p><ul style=\"\"><li><p><strong>多个经济体公布重要经济数据</strong></p></li></ul><p>11月20日,10月英国核心CPI环比将公布;11月22日,10月日本CPI环比将公布,同日,德国第三季度未季调GDP年率终值、印度11月制造业PMI终值将公布。</p><ul style=\"\"><li><p><strong>G20峰会将在巴西举行</strong></p></li></ul><p>11月18日至19日,二十国集团(G20)领导人第十九次峰会将将在巴西里约热内卢举行,主题是“构建公正的世界和可持续的星球”,将讨论全球不平等、可持续发展和全球治理改革等议题。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","NVDA":"英伟达",".SPX":"S&P 500 Index"},"source_url":"https://wallstreetcn.com/articles/3734295","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2483596446","content_text":"11月18日至11月22日当周重磅财经事件一览:经济数据:中国11月贷款市场报价利率;美国上周初请失业金人数;美国11月密歇根大学消费者信心指数;财经事件:日本央行行长植田和男发表讲话;美联储官员讲话;G20峰会举行;恒指季检;小马智行登陆纳斯达克;公司业绩:英伟达、小米集团、拼多多、百度、蔚来、小鹏汽车、沃尔玛、塔吉特等公司财报;Blackwell出货倒计时!英伟达将公布Q3季报被高盛成为“地球最重要股票”的AI芯片霸主英伟达,将于美东时间11月20日盘后(北京时间周四5:20)公布2025财年三季报。市场目前预期,英伟达Q3:营收330.8亿美元,同比增加83%;经调整净利润184.6亿美元,同比增加84%;每股收益0.72美元,同比增加94%;回顾英伟达过去8个财季表现,共有7次每股收益超出市场预期,业绩日股价变动平均为±9.32%,最大涨幅为+24.4%,最大跌幅为-6.39%;财报日股价上涨概率为62.5%。英伟达自二季度财报公布以来,股价再度上涨15%,区间股价再刷历史新高,最新总市值超3.66万亿美元,超越苹果、微软,成为史上首家市值超过3.6万亿美元的公司。除了分析师最关注的收入、利润增速数据,市场另外关注两个关键信息:1、Blackwell四季度发货,2025年销售指引如何?作为英伟达全新一代AI芯片,黄仁勋此前称将在四季度开始发货。华尔街分析师普遍认为,AI应用发展仍处于早期阶段,Blackwell周期将继续推动英伟达业绩上行。大摩此前爆料称Blackwell未来一年供应已售罄,新产品线预计将在1月份的季度提升公司收入。此外,微软、亚马逊、Meta等科技巨头的资本支出计划“非常稳健”,Melius预测这些公司的数据中心资本支出到2025年将增长24%,达到2820亿美元,为Blackwell销售提供支撑。2、500亿美元新回购计划进展如何?另一方面,随着公司业绩增速放缓,此前二季度新批准的500亿美元的回购计划。英伟达股票当前的市盈率(P/E)和市现率(P/FCF)低于过去两年的平均水平,若Blackwell真能带动公司股价进一步爆发,管理层理应在Q3就开始扩大股票回购规模。总结而言,如果英伟达未能大幅推进公司新的500亿美元的回购计划,或者Blackwell的销售指引不及预期,这将是负面信号。中国11月LPR出炉!20日(周三),中国人民银行将公布中国11月一年期、五年期贷款市场报价利率(LPR)。上月21日,中国人民银行授权全国银行间同业拆借中心公布,1年期、5年期LPR利率均下调25BP,1年期LPR为3.10%,5年期以上LPR为3.60%。单次下降幅度创2019年LPR改革以来之最,仍超出市场预期,显示出货币政策支持经济的力度和决心。光大银行金融市场部宏观研究员周茂华认为,就目前国内物价环境,常规政策工具空间仍充足。考虑到年底前,推动金融机构加大实体经济支持、增量财政政策实施以及季节扰动等,资金面可能存在一定波动,为做好跨周期调节,不排除央行再度调降存款准备金率。另外,目前利率工具仍有空间,需要根据实体经济和物价复苏情况,并兼顾内外平衡。日本央行行长将释放12月加息信号?18日周一,日本央行行长植田和男将举行新闻发布会。市场正密切关注其言论,以寻找日央行进一步加息的线索。这是自特朗普赢得美国总统大选以来,植田和男首次直接谈论货币政策。目前,市场对日央行的加息时间究竟是下月还是明年1月仍存在分歧。一些分析师认为,鉴于7月意外加息引发了8月的市场巨震,植田此次讲话可能会采取更加谨慎的措辞。如果日本央行希望为12月18日至19日的政策会议做好铺垫,植田可能会释放出一些鹰派信号。据路透社近期的一项调查显示,大多数经济学家预计日本央行今年不会再次加息,但近90%的经济学家预计到明年3月底利率将上升。值得注意的是,近期日元汇率再度走低,进一步增加了日本央行尽快加息的压力。欧元区大事不断!12月降息有望?19日18:00,10月欧盟核心CPI同比、10月欧元区CPI同比将公布;22日16:15起,标普全球将公布法国、德国、欧元区11月PMI;欧洲银行行长拉加德将于19日发表讲话。在上月年内第三次降息后,欧洲央行官员开始讨论更宽松的政策前景,50基点的激进降息被摆上台面。一些欧洲央行高官也转变了态度称,不排除12月降息50基点的可能性。若通胀数据支持,他希望看到利率更快地降至中性水平。目前,市场普遍预计欧洲央行在12月还会降息。其他重要数据、会议及事件成品油调价窗口开启11月20日,国内成品油油价将开启新一轮调整窗口。目前,2024年国内成品油调价经历22轮调整,呈现“九涨九跌四搁浅”格局,汽、柴油每吨较去年底累计分别下调130元、125元。据隆众资讯,上周原油成本面波动明显加剧,国内成品油限价调整暂入搁浅区间。多个经济体公布重要经济数据11月20日,10月英国核心CPI环比将公布;11月22日,10月日本CPI环比将公布,同日,德国第三季度未季调GDP年率终值、印度11月制造业PMI终值将公布。G20峰会将在巴西举行11月18日至19日,二十国集团(G20)领导人第十九次峰会将将在巴西里约热内卢举行,主题是“构建公正的世界和可持续的星球”,将讨论全球不平等、可持续发展和全球治理改革等议题。","news_type":1},"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372317069635848,"gmtCreate":1731937376902,"gmtModify":1731937823476,"author":{"id":"3574245770209528","authorId":"3574245770209528","name":"杨育军","avatar":"https://static.tigerbbs.com/57a79b39f8dc58d25d0b5b04a344578d","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3574245770209528","idStr":"3574245770209528"},"themes":[],"htmlText":"这要看看特朗普的性格爱好啦!如果你不了解特朗普的,内在的心里的想法,你就是 OT. 也就是说,跟特朗普赌一把,。不是盈利,就是输的一踏蝴堵。","listText":"这要看看特朗普的性格爱好啦!如果你不了解特朗普的,内在的心里的想法,你就是 OT. 也就是说,跟特朗普赌一把,。不是盈利,就是输的一踏蝴堵。","text":"这要看看特朗普的性格爱好啦!如果你不了解特朗普的,内在的心里的想法,你就是 OT. 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06:30","market":"sh","language":"zh","title":"一周前瞻|英伟达、小米、拼多多等重磅财报来袭;小马智行冲刺纳斯达克","url":"https://stock-news.laohu8.com/highlight/detail?id=2483596446","media":"老虎资讯综合","summary":"另一方面,随着公司业绩增速放缓,此前二季度新批准的500亿美元的回购计划。上月21日,中国人民银行授权全国银行间同业拆借中心公布,1年期、5年期LPR利率均下调25BP,1年期LPR为3.10%,5年期以上LPR为3.60%。市场正密切关注其言论,以寻找日央行进一步加息的线索。这是自特朗普赢得美国总统大选以来,植田和男首次直接谈论货币政策。","content":"<html><head></head><body><p><strong>11月18日至11月22日当周重磅财经事件一览:</strong></p><ul style=\"\"><li><p><strong>经济数据:</strong>中国11月贷款市场报价利率;美国上周初请失业金人数;美国11月密歇根大学消费者信心指数;</p></li><li><p><strong>财经事件:</strong>日本央行行长植田和男发表讲话;美联储官员讲话;G20峰会举行;恒指季检;小马智行登陆纳斯达克;</p></li><li><p><strong>公司业绩:</strong>英伟达、小米集团、拼多多、百度、蔚来、小鹏汽车、沃尔玛、塔吉特等公司财报;</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72bb179477a6b816954a33b77d89df8e\" tg-width=\"1080\" tg-height=\"1920\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a027b48214be3df2a521f79fd1a954c9\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><h2 id=\"id_760515831\">Blackwell出货倒计时!英伟达将公布Q3季报</h2><ul style=\"\"><li><p>被<a href=\"https://laohu8.com/S/GS\">高盛</a>成为“地球最重要股票”的AI芯片霸主英伟达,<strong>将于美东时间11月20日盘后(北京时间周四5:20)公布2025财年三季报。</strong></p></li></ul><p>市场目前预期,英伟达Q3:</p><blockquote><p><strong>营收330.8亿美元,同比增加83%;</strong></p><p><strong>经调整净利润184.6亿美元,同比增加84%;</strong></p><p><strong>每股收益0.72美元,同比增加94%;</strong></p></blockquote><p>回顾英伟达过去8个财季表现,共有7次每股收益超出市场预期,业绩日股价变动平均为±9.32%,最大涨幅为+24.4%,最大跌幅为-6.39%;财报日股价上涨概率为62.5%。</p><p>英伟达自二季度财报公布以来,股价再度上涨15%,区间股价再刷历史新高,最新总市值超3.66万亿美元,超越<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>,成为史上首家市值超过3.6万亿美元的公司。</p><p>除了分析师最关注的收入、利润增速数据,<strong>市场另外关注两个关键信息:</strong></p><p><strong>1、Blackwell四季度发货,2025年销售指引如何?</strong></p><p>作为英伟达全新一代AI芯片,黄仁勋此前称将在四季度开始发货。华尔街分析师普遍认为,AI应用发展仍处于早期阶段,<strong>Blackwell周期将继续推动英伟达业绩上行</strong>。大摩此前爆料称Blackwell未来一年供应已售罄,新产品线预计将在1月份的季度提升公司收入。</p><p>此外,微软、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Meta等科技巨头的资本支出计划“非常稳健”,Melius预测这些公司的数据中心资本支出到2025年将增长24%,达到2820亿美元,为Blackwell销售提供支撑。</p><p><strong>2、500亿美元新回购计划进展如何?</strong></p><p>另一方面,随着公司业绩增速放缓,此前二季度新批准的500亿美元的回购计划。英伟达股票当前的市盈率(P/E)和市现率(P/FCF)低于过去两年的平均水平,若Blackwell真能带动公司股价进一步爆发,管理层理应在Q3就开始扩大股票回购规模。</p><p><strong>总结而言,如果英伟达未能大幅推进公司新的500亿美元的回购计划,或者Blackwell的销售指引不及预期,这将是负面信号。</strong></p><h2 id=\"id_3987419333\">中国11月LPR出炉!</h2><ul style=\"\"><li><p><strong>20日(周三),中国人民银行将公布中国11月一年期、五年期贷款市场报价利率(LPR)。</strong></p></li></ul><p>上月21日,中国人民银行授权全国银行间同业拆借中心公布,1年期、5年期LPR利率均下调25BP,1年期LPR为3.10%,5年期以上LPR为3.60%。单次下降幅度创2019年LPR改革以来之最,仍超出市场预期,显示出货币政策支持经济的力度和决心。</p><p><a href=\"https://laohu8.com/S/601818\">光大银行</a>金融市场部宏观研究员周茂华认为,就目前国内物价环境,常规政策工具空间仍充足。考虑到年底前,推动<a href=\"https://laohu8.com/S/FISI\">金融机构</a>加大实体经济支持、增量财政政策实施以及季节扰动等,资金面可能存在一定波动,为做好跨周期调节,<strong>不排除央行再度调降存款准备金率。</strong>另外,目前利率工具仍有空间,需要根据实体经济和物价复苏情况,并兼顾内外平衡。</p><h2 id=\"id_1456149292\">日本央行行长将释放12月加息信号?</h2><p>18日周一,日本央行行长植田和男将举行新闻发布会。<strong>市场正密切关注其言论,以寻找日央行进一步加息的线索。</strong></p><p>这是自特朗普赢得美国总统大选以来,植田和男首次直接谈论货币政策。</p><p>目前,市场对日央行的加息时间究竟是下月还是明年1月仍存在分歧。</p><p>一些分析师认为,鉴于7月意外加息引发了8月的市场巨震,植田此次讲话可能会采取更加谨慎的措辞。如果日本央行希望为12月18日至19日的政策会议做好铺垫,植田可能会释放出一些鹰派信号。</p><p>据路透社近期的一项调查显示,<strong>大多数经济学家预计日本央行今年不会再次加息,但近90%的经济学家预计到明年3月底利率将上升。</strong></p><p>值得注意的是,<strong>近期日元汇率再度走低,进一步增加了日本央行尽快加息的压力。</strong></p><h2 id=\"id_158054629\">欧元区大事不断!12月降息有望?</h2><ul style=\"\"><li><p><strong>19日18:00,10月欧盟核心CPI同比、10月欧元区CPI同比将公布;</strong></p></li><li><p><strong>22日16:15起,标普全球将公布法国、德国、欧元区11月PMI;</strong></p></li><li><p><strong>欧洲银行行长拉加德将于19日发表讲话。</strong></p></li></ul><p>在上月年内第三次降息后,欧洲央行官员开始讨论更宽松的政策前景,50基点的激进降息被摆上台面。一些欧洲央行高官也转变了态度称,不排除12月降息50基点的可能性。若通胀数据支持,他希望看到利率更快地降至中性水平。</p><p>目前,<strong>市场普遍预计欧洲央行在12月还会降息。</strong></p><h2 id=\"id_1773183083\">其他重要数据、会议及事件</h2><ul style=\"\"><li><p><strong>成品油调价窗口开启</strong></p></li></ul><p>11月20日,国内成品油油价将开启新一轮调整窗口。目前,2024年国内成品油调价经历22轮调整,呈现“九涨九跌四搁浅”格局,汽、柴油每吨较去年底累计分别下调130元、125元。据隆众资讯,上周原油成本面波动明显加剧,国内成品油限价调整暂入搁浅区间。</p><ul style=\"\"><li><p><strong>多个经济体公布重要经济数据</strong></p></li></ul><p>11月20日,10月英国核心CPI环比将公布;11月22日,10月日本CPI环比将公布,同日,德国第三季度未季调GDP年率终值、印度11月制造业PMI终值将公布。</p><ul style=\"\"><li><p><strong>G20峰会将在巴西举行</strong></p></li></ul><p>11月18日至19日,二十国集团(G20)领导人第十九次峰会将将在巴西里约热内卢举行,主题是“构建公正的世界和可持续的星球”,将讨论全球不平等、可持续发展和全球治理改革等议题。</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>一周前瞻|英伟达、小米、拼多多等重磅财报来袭;小马智行冲刺纳斯达克</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一周前瞻|英伟达、小米、拼多多等重磅财报来袭;小马智行冲刺纳斯达克\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\">2024-11-18 06:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>11月18日至11月22日当周重磅财经事件一览:</strong></p><ul style=\"\"><li><p><strong>经济数据:</strong>中国11月贷款市场报价利率;美国上周初请失业金人数;美国11月密歇根大学消费者信心指数;</p></li><li><p><strong>财经事件:</strong>日本央行行长植田和男发表讲话;美联储官员讲话;G20峰会举行;恒指季检;小马智行登陆纳斯达克;</p></li><li><p><strong>公司业绩:</strong>英伟达、小米集团、拼多多、百度、蔚来、小鹏汽车、沃尔玛、塔吉特等公司财报;</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72bb179477a6b816954a33b77d89df8e\" tg-width=\"1080\" tg-height=\"1920\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a027b48214be3df2a521f79fd1a954c9\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><h2 id=\"id_760515831\">Blackwell出货倒计时!英伟达将公布Q3季报</h2><ul style=\"\"><li><p>被<a href=\"https://laohu8.com/S/GS\">高盛</a>成为“地球最重要股票”的AI芯片霸主英伟达,<strong>将于美东时间11月20日盘后(北京时间周四5:20)公布2025财年三季报。</strong></p></li></ul><p>市场目前预期,英伟达Q3:</p><blockquote><p><strong>营收330.8亿美元,同比增加83%;</strong></p><p><strong>经调整净利润184.6亿美元,同比增加84%;</strong></p><p><strong>每股收益0.72美元,同比增加94%;</strong></p></blockquote><p>回顾英伟达过去8个财季表现,共有7次每股收益超出市场预期,业绩日股价变动平均为±9.32%,最大涨幅为+24.4%,最大跌幅为-6.39%;财报日股价上涨概率为62.5%。</p><p>英伟达自二季度财报公布以来,股价再度上涨15%,区间股价再刷历史新高,最新总市值超3.66万亿美元,超越<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>,成为史上首家市值超过3.6万亿美元的公司。</p><p>除了分析师最关注的收入、利润增速数据,<strong>市场另外关注两个关键信息:</strong></p><p><strong>1、Blackwell四季度发货,2025年销售指引如何?</strong></p><p>作为英伟达全新一代AI芯片,黄仁勋此前称将在四季度开始发货。华尔街分析师普遍认为,AI应用发展仍处于早期阶段,<strong>Blackwell周期将继续推动英伟达业绩上行</strong>。大摩此前爆料称Blackwell未来一年供应已售罄,新产品线预计将在1月份的季度提升公司收入。</p><p>此外,微软、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Meta等科技巨头的资本支出计划“非常稳健”,Melius预测这些公司的数据中心资本支出到2025年将增长24%,达到2820亿美元,为Blackwell销售提供支撑。</p><p><strong>2、500亿美元新回购计划进展如何?</strong></p><p>另一方面,随着公司业绩增速放缓,此前二季度新批准的500亿美元的回购计划。英伟达股票当前的市盈率(P/E)和市现率(P/FCF)低于过去两年的平均水平,若Blackwell真能带动公司股价进一步爆发,管理层理应在Q3就开始扩大股票回购规模。</p><p><strong>总结而言,如果英伟达未能大幅推进公司新的500亿美元的回购计划,或者Blackwell的销售指引不及预期,这将是负面信号。</strong></p><h2 id=\"id_3987419333\">中国11月LPR出炉!</h2><ul style=\"\"><li><p><strong>20日(周三),中国人民银行将公布中国11月一年期、五年期贷款市场报价利率(LPR)。</strong></p></li></ul><p>上月21日,中国人民银行授权全国银行间同业拆借中心公布,1年期、5年期LPR利率均下调25BP,1年期LPR为3.10%,5年期以上LPR为3.60%。单次下降幅度创2019年LPR改革以来之最,仍超出市场预期,显示出货币政策支持经济的力度和决心。</p><p><a href=\"https://laohu8.com/S/601818\">光大银行</a>金融市场部宏观研究员周茂华认为,就目前国内物价环境,常规政策工具空间仍充足。考虑到年底前,推动<a href=\"https://laohu8.com/S/FISI\">金融机构</a>加大实体经济支持、增量财政政策实施以及季节扰动等,资金面可能存在一定波动,为做好跨周期调节,<strong>不排除央行再度调降存款准备金率。</strong>另外,目前利率工具仍有空间,需要根据实体经济和物价复苏情况,并兼顾内外平衡。</p><h2 id=\"id_1456149292\">日本央行行长将释放12月加息信号?</h2><p>18日周一,日本央行行长植田和男将举行新闻发布会。<strong>市场正密切关注其言论,以寻找日央行进一步加息的线索。</strong></p><p>这是自特朗普赢得美国总统大选以来,植田和男首次直接谈论货币政策。</p><p>目前,市场对日央行的加息时间究竟是下月还是明年1月仍存在分歧。</p><p>一些分析师认为,鉴于7月意外加息引发了8月的市场巨震,植田此次讲话可能会采取更加谨慎的措辞。如果日本央行希望为12月18日至19日的政策会议做好铺垫,植田可能会释放出一些鹰派信号。</p><p>据路透社近期的一项调查显示,<strong>大多数经济学家预计日本央行今年不会再次加息,但近90%的经济学家预计到明年3月底利率将上升。</strong></p><p>值得注意的是,<strong>近期日元汇率再度走低,进一步增加了日本央行尽快加息的压力。</strong></p><h2 id=\"id_158054629\">欧元区大事不断!12月降息有望?</h2><ul style=\"\"><li><p><strong>19日18:00,10月欧盟核心CPI同比、10月欧元区CPI同比将公布;</strong></p></li><li><p><strong>22日16:15起,标普全球将公布法国、德国、欧元区11月PMI;</strong></p></li><li><p><strong>欧洲银行行长拉加德将于19日发表讲话。</strong></p></li></ul><p>在上月年内第三次降息后,欧洲央行官员开始讨论更宽松的政策前景,50基点的激进降息被摆上台面。一些欧洲央行高官也转变了态度称,不排除12月降息50基点的可能性。若通胀数据支持,他希望看到利率更快地降至中性水平。</p><p>目前,<strong>市场普遍预计欧洲央行在12月还会降息。</strong></p><h2 id=\"id_1773183083\">其他重要数据、会议及事件</h2><ul style=\"\"><li><p><strong>成品油调价窗口开启</strong></p></li></ul><p>11月20日,国内成品油油价将开启新一轮调整窗口。目前,2024年国内成品油调价经历22轮调整,呈现“九涨九跌四搁浅”格局,汽、柴油每吨较去年底累计分别下调130元、125元。据隆众资讯,上周原油成本面波动明显加剧,国内成品油限价调整暂入搁浅区间。</p><ul style=\"\"><li><p><strong>多个经济体公布重要经济数据</strong></p></li></ul><p>11月20日,10月英国核心CPI环比将公布;11月22日,10月日本CPI环比将公布,同日,德国第三季度未季调GDP年率终值、印度11月制造业PMI终值将公布。</p><ul style=\"\"><li><p><strong>G20峰会将在巴西举行</strong></p></li></ul><p>11月18日至19日,二十国集团(G20)领导人第十九次峰会将将在巴西里约热内卢举行,主题是“构建公正的世界和可持续的星球”,将讨论全球不平等、可持续发展和全球治理改革等议题。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","NVDA":"英伟达",".SPX":"S&P 500 Index"},"source_url":"https://wallstreetcn.com/articles/3734295","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2483596446","content_text":"11月18日至11月22日当周重磅财经事件一览:经济数据:中国11月贷款市场报价利率;美国上周初请失业金人数;美国11月密歇根大学消费者信心指数;财经事件:日本央行行长植田和男发表讲话;美联储官员讲话;G20峰会举行;恒指季检;小马智行登陆纳斯达克;公司业绩:英伟达、小米集团、拼多多、百度、蔚来、小鹏汽车、沃尔玛、塔吉特等公司财报;Blackwell出货倒计时!英伟达将公布Q3季报被高盛成为“地球最重要股票”的AI芯片霸主英伟达,将于美东时间11月20日盘后(北京时间周四5:20)公布2025财年三季报。市场目前预期,英伟达Q3:营收330.8亿美元,同比增加83%;经调整净利润184.6亿美元,同比增加84%;每股收益0.72美元,同比增加94%;回顾英伟达过去8个财季表现,共有7次每股收益超出市场预期,业绩日股价变动平均为±9.32%,最大涨幅为+24.4%,最大跌幅为-6.39%;财报日股价上涨概率为62.5%。英伟达自二季度财报公布以来,股价再度上涨15%,区间股价再刷历史新高,最新总市值超3.66万亿美元,超越苹果、微软,成为史上首家市值超过3.6万亿美元的公司。除了分析师最关注的收入、利润增速数据,市场另外关注两个关键信息:1、Blackwell四季度发货,2025年销售指引如何?作为英伟达全新一代AI芯片,黄仁勋此前称将在四季度开始发货。华尔街分析师普遍认为,AI应用发展仍处于早期阶段,Blackwell周期将继续推动英伟达业绩上行。大摩此前爆料称Blackwell未来一年供应已售罄,新产品线预计将在1月份的季度提升公司收入。此外,微软、亚马逊、Meta等科技巨头的资本支出计划“非常稳健”,Melius预测这些公司的数据中心资本支出到2025年将增长24%,达到2820亿美元,为Blackwell销售提供支撑。2、500亿美元新回购计划进展如何?另一方面,随着公司业绩增速放缓,此前二季度新批准的500亿美元的回购计划。英伟达股票当前的市盈率(P/E)和市现率(P/FCF)低于过去两年的平均水平,若Blackwell真能带动公司股价进一步爆发,管理层理应在Q3就开始扩大股票回购规模。总结而言,如果英伟达未能大幅推进公司新的500亿美元的回购计划,或者Blackwell的销售指引不及预期,这将是负面信号。中国11月LPR出炉!20日(周三),中国人民银行将公布中国11月一年期、五年期贷款市场报价利率(LPR)。上月21日,中国人民银行授权全国银行间同业拆借中心公布,1年期、5年期LPR利率均下调25BP,1年期LPR为3.10%,5年期以上LPR为3.60%。单次下降幅度创2019年LPR改革以来之最,仍超出市场预期,显示出货币政策支持经济的力度和决心。光大银行金融市场部宏观研究员周茂华认为,就目前国内物价环境,常规政策工具空间仍充足。考虑到年底前,推动金融机构加大实体经济支持、增量财政政策实施以及季节扰动等,资金面可能存在一定波动,为做好跨周期调节,不排除央行再度调降存款准备金率。另外,目前利率工具仍有空间,需要根据实体经济和物价复苏情况,并兼顾内外平衡。日本央行行长将释放12月加息信号?18日周一,日本央行行长植田和男将举行新闻发布会。市场正密切关注其言论,以寻找日央行进一步加息的线索。这是自特朗普赢得美国总统大选以来,植田和男首次直接谈论货币政策。目前,市场对日央行的加息时间究竟是下月还是明年1月仍存在分歧。一些分析师认为,鉴于7月意外加息引发了8月的市场巨震,植田此次讲话可能会采取更加谨慎的措辞。如果日本央行希望为12月18日至19日的政策会议做好铺垫,植田可能会释放出一些鹰派信号。据路透社近期的一项调查显示,大多数经济学家预计日本央行今年不会再次加息,但近90%的经济学家预计到明年3月底利率将上升。值得注意的是,近期日元汇率再度走低,进一步增加了日本央行尽快加息的压力。欧元区大事不断!12月降息有望?19日18:00,10月欧盟核心CPI同比、10月欧元区CPI同比将公布;22日16:15起,标普全球将公布法国、德国、欧元区11月PMI;欧洲银行行长拉加德将于19日发表讲话。在上月年内第三次降息后,欧洲央行官员开始讨论更宽松的政策前景,50基点的激进降息被摆上台面。一些欧洲央行高官也转变了态度称,不排除12月降息50基点的可能性。若通胀数据支持,他希望看到利率更快地降至中性水平。目前,市场普遍预计欧洲央行在12月还会降息。其他重要数据、会议及事件成品油调价窗口开启11月20日,国内成品油油价将开启新一轮调整窗口。目前,2024年国内成品油调价经历22轮调整,呈现“九涨九跌四搁浅”格局,汽、柴油每吨较去年底累计分别下调130元、125元。据隆众资讯,上周原油成本面波动明显加剧,国内成品油限价调整暂入搁浅区间。多个经济体公布重要经济数据11月20日,10月英国核心CPI环比将公布;11月22日,10月日本CPI环比将公布,同日,德国第三季度未季调GDP年率终值、印度11月制造业PMI终值将公布。G20峰会将在巴西举行11月18日至19日,二十国集团(G20)领导人第十九次峰会将将在巴西里约热内卢举行,主题是“构建公正的世界和可持续的星球”,将讨论全球不平等、可持续发展和全球治理改革等议题。","news_type":1},"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372317069635848,"gmtCreate":1731937376902,"gmtModify":1731937823476,"author":{"id":"3574245770209528","authorId":"3574245770209528","name":"杨育军","avatar":"https://static.tigerbbs.com/57a79b39f8dc58d25d0b5b04a344578d","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574245770209528","authorIdStr":"3574245770209528"},"themes":[],"htmlText":"这要看看特朗普的性格爱好啦!如果你不了解特朗普的,内在的心里的想法,你就是 OT. 也就是说,跟特朗普赌一把,。不是盈利,就是输的一踏蝴堵。","listText":"这要看看特朗普的性格爱好啦!如果你不了解特朗普的,内在的心里的想法,你就是 OT. 也就是说,跟特朗普赌一把,。不是盈利,就是输的一踏蝴堵。","text":"这要看看特朗普的性格爱好啦!如果你不了解特朗普的,内在的心里的想法,你就是 OT. 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哇塞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341513618407536","isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339705522913608,"gmtCreate":1723940216382,"gmtModify":1724225936416,"author":{"id":"3574245770209528","authorId":"3574245770209528","name":"杨育军","avatar":"https://static.tigerbbs.com/57a79b39f8dc58d25d0b5b04a344578d","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574245770209528","authorIdStr":"3574245770209528"},"themes":[],"htmlText":"对于虎币的上下振动,我一个人说了不算,。最主要的是,还是那句话;后台人工的操作。","listText":"对于虎币的上下振动,我一个人说了不算,。最主要的是,还是那句话;后台人工的操作。","text":"对于虎币的上下振动,我一个人说了不算,。最主要的是,还是那句话;后台人工的操作。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339705522913608","isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}