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MTM20240312
buy the rumor sell the news
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MTM20240312
11-21 23:10
$Reddit(RDDT)$
没想到表现最优秀的依旧是rddt[笑哭]
MTM20240312
11-20 15:14
我当然希望中概股能好 但是总是被打击
MTM20240312
11-20 15:13
不会 目前波动应该是常态
MTM20240312
11-20 15:12
很难吧 汽车股这环境下好不了哪去
MTM20240312
11-20 15:10
$超微电脑(SMCI)$
有啊 因为是妖股属性
MTM20240312
11-20 15:10
$拼多多(PDD)$
会吗?我赌不会[笑哭]
MTM20240312
11-20 15:08
能上 目测这 btc无止境呀
MTM20240312
11-20 15:07
没有买过 也就没这个烦恼了
MTM20240312
11-20 15:07
$英伟达(NVDA)$
要不要先卖掉些呢?距离上次财报也没多久呀 怎么这么密集
MTM20240312
11-18
$英伟达(NVDA)$
一直在车上就没下来
MTM20240312
11-18
$特斯拉(TSLA)$
今年怎么也要到400吧[笑哭]
MTM20240312
11-18
$哔哩哔哩(BILI)$
bilibili是我之前很喜欢的一只股 也多次让我盈利,虽说最后一次亏了点,这次再次买入看看~
MTM20240312
11-18
小英不是那么容易被散户抛弃的 不跟风不跟风[笑哭]
MTM20240312
11-18
Replying to
@周小小88
:小英不是那么容易被散户抛弃的 不跟风不跟风[笑哭]//
@周小小88
:拼多多担心管理层业绩会又出来乱说。。。
MTM20240312
11-16
只是好奇你为啥这么有信心[笑哭] 恭喜不用吃[笑哭] [笑哭] [笑哭]
@Nio 1000蚊:
$超微电脑(SMCI)$
要是今天收超过$17,我表演倒立食💩
MTM20240312
11-15
啊 多么痛的领悟[笑哭][笑哭][笑哭]唱给再次被套住的中概股[笑哭]
MTM20240312
11-14
这么明显的事情 感觉很难不看涨
MTM20240312
11-14
没有 冲我拿了四年的腾讯就知道了
MTM20240312
11-14
阿里早已经没活力了 目前看不到新的契机
MTM20240312
11-14
都追吧 不然极有可能会踏空[笑哭]
去老虎APP查看更多动态
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汽车股这环境下好不了哪去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373049492066368","isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373049484152912,"gmtCreate":1732086659649,"gmtModify":1732086661243,"author":{"id":"4173359273343622","authorId":"4173359273343622","name":"MTM20240312","avatar":"https://static.tigerbbs.com/42ec1e226a32d919883f0a95641eb7c8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4173359273343622","idStr":"4173359273343622"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a> 有啊 因为是妖股属性","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a> 有啊 因为是妖股属性","text":"$超微电脑(SMCI)$ 有啊 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href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 当初在富途牛牛和老虎之间我选择了可爱的老虎而不是象征着牛气冲天的牛牛 全凭喜好[笑哭] 希望十年后的老虎能添对翅膀飞上天[开心] ","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 当初在富途牛牛和老虎之间我选择了可爱的老虎而不是象征着牛气冲天的牛牛 全凭喜好[笑哭] 希望十年后的老虎能添对翅膀飞上天[开心] ","text":"$老虎证券(TIGR)$ 当初在富途牛牛和老虎之间我选择了可爱的老虎而不是象征着牛气冲天的牛牛 全凭喜好[笑哭] 希望十年后的老虎能添对翅膀飞上天[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/317120112230648","isVote":1,"tweetType":1,"viewCount":962,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"740450932848","authorId":"740450932848","name":"33_Tiger","avatar":"https://static.tigerbbs.com/aa2c2a58a713dadbb19ede7c4c37d61d","crmLevel":8,"crmLevelSwitch":0,"idStr":"740450932848","authorIdStr":"740450932848"},"content":"感谢支持[爱你][爱你]祝你投资顺利","text":"感谢支持[爱你][爱你]祝你投资顺利","html":"感谢支持[爱你][爱你]祝你投资顺利"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360985912823968,"gmtCreate":1729166943490,"gmtModify":1729166945177,"author":{"id":"4173359273343622","authorId":"4173359273343622","name":"MTM20240312","avatar":"https://static.tigerbbs.com/42ec1e226a32d919883f0a95641eb7c8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4173359273343622","authorIdStr":"4173359273343622"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02460\">$华润饮料(02460)$</a> 不会 我只知道华润超市已经倒闭不少了 竟然还敢在已经很卷的饮料市场分一杯羹","listText":"<a href=\"https://laohu8.com/S/02460\">$华润饮料(02460)$</a> 不会 我只知道华润超市已经倒闭不少了 竟然还敢在已经很卷的饮料市场分一杯羹","text":"$华润饮料(02460)$ 不会 我只知道华润超市已经倒闭不少了 竟然还敢在已经很卷的饮料市场分一杯羹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/360985912823968","isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"最赚钱的期权","avatar":"https://static.tigerbbs.com/a275a333dc1d495e1864823b8e4852f5","crmLevel":9,"crmLevelSwitch":1,"idStr":"4182346424956632","authorIdStr":"4182346424956632"},"content":"那个是华润万家,华润还有混凝土、还有啤酒、还有好多好多,华润万家冰山一角","text":"那个是华润万家,华润还有混凝土、还有啤酒、还有好多好多,华润万家冰山一角","html":"那个是华润万家,华润还有混凝土、还有啤酒、还有好多好多,华润万家冰山一角"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338107673293072,"gmtCreate":1723564905106,"gmtModify":1723564907028,"author":{"id":"4173359273343622","authorId":"4173359273343622","name":"MTM20240312","avatar":"https://static.tigerbbs.com/42ec1e226a32d919883f0a95641eb7c8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4173359273343622","authorIdStr":"4173359273343622"},"themes":[],"htmlText":"其减持占其总持有的百分比是多少呢 ","listText":"其减持占其总持有的百分比是多少呢 ","text":"其减持占其总持有的百分比是多少呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/338107673293072","repostId":"1152448493","repostType":4,"repost":{"id":"1152448493","weMediaInfo":{"introduction":"欢迎收听雷帝触网,雷帝触网是中国最多产的互联网科技自媒体,内容中立,快、准、狠,其由资深媒体人雷建平创办,雷建平是今日头条签约作家,也入驻了一点资讯、搜狐、网易等平台。","home_visible":1,"media_name":"雷递","id":"52","head_image":"https://static.tigerbbs.com/f45a6cbcc8ec48a7a2f52177324d0c16"},"pubTimestamp":1723548923,"share":"https://www.laohu8.com/m/news/1152448493?lang=&edition=full","pubTime":"2024-08-13 19:35","market":"us","language":"zh","title":"黄仁勋继续减持英伟达股权:2个月套现超5亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1152448493","media":"雷递","summary":"在英伟达市值持续走高过程中,英伟达创始人、CEO黄仁勋近期持续抛售公司股权。进入2024年8月以来,黄仁勋依然未停止减持的步伐,黄仁勋分别2024年8月1日、2日、5日、6日、7日、8日、9日继续抛售所持英伟达股权,每天减持12万股,每天套现1198万美元到1356万美元。黄仁勋已经减持42个交易日,一共减持了504万股,仅以保守的每天套现1200万美元计算,黄仁勋2个月时间已套现超过5亿美元。黄仁勋并不是唯一一个抛售股票的内部人士。","content":"<html><head></head><body><p style=\"text-align: justify;\">2024年以来,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价持续走高,一度市值突破3万亿美元,甚至超过<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>成为全球市值最高的公司。</p><p style=\"text-align: justify;\">在英伟达市值持续走高过程中,英伟达创始人、CEO黄仁勋近期持续抛售公司股权。</p><p style=\"text-align: justify;\">文件显示,黄仁勋在2024年6月13日、14日、17日、18日、20日、21日、24日、25日、26日、27日、28日、2024年7月1日、2日、3日、5日、8日、9日、10日、11日、12日、15日、16日、17日、18日、19日、22日、23日、24日、25日、26日、29日、30日、31日的每个交易日都进行减持,每次减持12万股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6957c1dd243296b1d654c2343041abf\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"1486\"/></p><p>进入2024年8月以来, 黄仁勋依然未停止减持的步伐,</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5241dc740f8f712d49b7d9db8cfc1c02\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"230\"/></p><p style=\"text-align: justify;\">黄仁勋分别2024年8月1日、2日、5日、6日、7日、8日、9日继续抛售所持英伟达股权,每天减持12万股,每天套现1198万美元到1356万美元。</p><p style=\"text-align: justify;\">黄仁勋已经减持42个交易日,一共减持了504万股,仅以保守的每天套现1200万美元计算,黄仁勋2个月时间已套现超过5亿美元。</p><p style=\"text-align: justify;\">黄仁勋并不是唯一一个抛售股票的内部人士。</p><p style=\"text-align: justify;\">2024年上半年,公司高管和董事抛售了价值超过7亿美元的股票,这一金额超过公司历史上的任何其他时期。</p><p style=\"text-align: justify;\"><strong>人工智能存在巨大泡沫</strong></p><p style=\"text-align: justify;\">当前,包括微软、Meta等多家巨头均在大笔购买英伟达的芯片。</p><p style=\"text-align: justify;\">据报告显示,英伟达超过40%的收入来自“七大”股票中的一些熟悉的名字——微软、Meta、Alphabet 和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>。</p><p style=\"text-align: justify;\">Meta已定下至少100亿美元的订单,微软最近几周将订单规模增加20%。微软计划在2025年Q1之前为OpenAI准备5.5万-6.5万块GB200芯片。</p><p style=\"text-align: justify;\">不过,近期英伟达曝出即将推出的AI芯片将因设计缺陷而延迟三个月或更长时间,Blackwell的大规模生产可能被推迟到明年第一季度。</p><p style=\"text-align: justify;\">这可能会影响<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和微软等客户,这些客户共订购了价值数十亿美元的芯片。</p><p style=\"text-align: justify;\">Blackwell可谓科技公司心中的“白月光”,承载着巨头们的厚望。如果即将发布的B100、B200、GB200等AI芯片被推迟三个月甚至更长时间,英伟达的客户们可就真的要担心了。</p><p style=\"text-align: justify;\">更让投资者担忧的是,巨头们在人工智能领域进行了巨额投资,但产生的回报仍遥遥无期。有基金经理称,“华尔街没有太多耐心。他们看到你花费了数十亿美元,就希望看到收入也有所增加。如果这些公司的业绩没有达到预期或没有远超预期,它们就会受到打击。”</p><p style=\"text-align: justify;\">还有投资者称,人工智能许多假定的用途“永远不会具备成本效益,永远不会发挥真正的作用,只会消耗太多能量,或者会被证明是不可信的”。</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>黄仁勋继续减持英伟达股权:2个月套现超5亿美元</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{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n黄仁勋继续减持英伟达股权:2个月套现超5亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/52\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f45a6cbcc8ec48a7a2f52177324d0c16);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">雷递 </p>\n<p class=\"h-time\">2024-08-13 19:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: justify;\">2024年以来,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价持续走高,一度市值突破3万亿美元,甚至超过<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>成为全球市值最高的公司。</p><p style=\"text-align: justify;\">在英伟达市值持续走高过程中,英伟达创始人、CEO黄仁勋近期持续抛售公司股权。</p><p style=\"text-align: justify;\">文件显示,黄仁勋在2024年6月13日、14日、17日、18日、20日、21日、24日、25日、26日、27日、28日、2024年7月1日、2日、3日、5日、8日、9日、10日、11日、12日、15日、16日、17日、18日、19日、22日、23日、24日、25日、26日、29日、30日、31日的每个交易日都进行减持,每次减持12万股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6957c1dd243296b1d654c2343041abf\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"1486\"/></p><p>进入2024年8月以来, 黄仁勋依然未停止减持的步伐,</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5241dc740f8f712d49b7d9db8cfc1c02\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"230\"/></p><p style=\"text-align: justify;\">黄仁勋分别2024年8月1日、2日、5日、6日、7日、8日、9日继续抛售所持英伟达股权,每天减持12万股,每天套现1198万美元到1356万美元。</p><p style=\"text-align: justify;\">黄仁勋已经减持42个交易日,一共减持了504万股,仅以保守的每天套现1200万美元计算,黄仁勋2个月时间已套现超过5亿美元。</p><p style=\"text-align: justify;\">黄仁勋并不是唯一一个抛售股票的内部人士。</p><p style=\"text-align: justify;\">2024年上半年,公司高管和董事抛售了价值超过7亿美元的股票,这一金额超过公司历史上的任何其他时期。</p><p style=\"text-align: justify;\"><strong>人工智能存在巨大泡沫</strong></p><p style=\"text-align: justify;\">当前,包括微软、Meta等多家巨头均在大笔购买英伟达的芯片。</p><p style=\"text-align: justify;\">据报告显示,英伟达超过40%的收入来自“七大”股票中的一些熟悉的名字——微软、Meta、Alphabet 和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>。</p><p style=\"text-align: justify;\">Meta已定下至少100亿美元的订单,微软最近几周将订单规模增加20%。微软计划在2025年Q1之前为OpenAI准备5.5万-6.5万块GB200芯片。</p><p style=\"text-align: justify;\">不过,近期英伟达曝出即将推出的AI芯片将因设计缺陷而延迟三个月或更长时间,Blackwell的大规模生产可能被推迟到明年第一季度。</p><p style=\"text-align: justify;\">这可能会影响<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和微软等客户,这些客户共订购了价值数十亿美元的芯片。</p><p style=\"text-align: justify;\">Blackwell可谓科技公司心中的“白月光”,承载着巨头们的厚望。如果即将发布的B100、B200、GB200等AI芯片被推迟三个月甚至更长时间,英伟达的客户们可就真的要担心了。</p><p style=\"text-align: justify;\">更让投资者担忧的是,巨头们在人工智能领域进行了巨额投资,但产生的回报仍遥遥无期。有基金经理称,“华尔街没有太多耐心。他们看到你花费了数十亿美元,就希望看到收入也有所增加。如果这些公司的业绩没有达到预期或没有远超预期,它们就会受到打击。”</p><p style=\"text-align: justify;\">还有投资者称,人工智能许多假定的用途“永远不会具备成本效益,永远不会发挥真正的作用,只会消耗太多能量,或者会被证明是不可信的”。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5a4967ef24d323b6e7241bea182fdf2","relate_stocks":{"IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","BK4592":"伊斯兰概念","LU0048584097.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4527":"明星科技股","BK4543":"AI","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152448493","content_text":"2024年以来,英伟达股价持续走高,一度市值突破3万亿美元,甚至超过微软、苹果成为全球市值最高的公司。在英伟达市值持续走高过程中,英伟达创始人、CEO黄仁勋近期持续抛售公司股权。文件显示,黄仁勋在2024年6月13日、14日、17日、18日、20日、21日、24日、25日、26日、27日、28日、2024年7月1日、2日、3日、5日、8日、9日、10日、11日、12日、15日、16日、17日、18日、19日、22日、23日、24日、25日、26日、29日、30日、31日的每个交易日都进行减持,每次减持12万股。进入2024年8月以来, 黄仁勋依然未停止减持的步伐,黄仁勋分别2024年8月1日、2日、5日、6日、7日、8日、9日继续抛售所持英伟达股权,每天减持12万股,每天套现1198万美元到1356万美元。黄仁勋已经减持42个交易日,一共减持了504万股,仅以保守的每天套现1200万美元计算,黄仁勋2个月时间已套现超过5亿美元。黄仁勋并不是唯一一个抛售股票的内部人士。2024年上半年,公司高管和董事抛售了价值超过7亿美元的股票,这一金额超过公司历史上的任何其他时期。人工智能存在巨大泡沫当前,包括微软、Meta等多家巨头均在大笔购买英伟达的芯片。据报告显示,英伟达超过40%的收入来自“七大”股票中的一些熟悉的名字——微软、Meta、Alphabet 和亚马逊。Meta已定下至少100亿美元的订单,微软最近几周将订单规模增加20%。微软计划在2025年Q1之前为OpenAI准备5.5万-6.5万块GB200芯片。不过,近期英伟达曝出即将推出的AI芯片将因设计缺陷而延迟三个月或更长时间,Blackwell的大规模生产可能被推迟到明年第一季度。这可能会影响Meta Platforms、谷歌和微软等客户,这些客户共订购了价值数十亿美元的芯片。Blackwell可谓科技公司心中的“白月光”,承载着巨头们的厚望。如果即将发布的B100、B200、GB200等AI芯片被推迟三个月甚至更长时间,英伟达的客户们可就真的要担心了。更让投资者担忧的是,巨头们在人工智能领域进行了巨额投资,但产生的回报仍遥遥无期。有基金经理称,“华尔街没有太多耐心。他们看到你花费了数十亿美元,就希望看到收入也有所增加。如果这些公司的业绩没有达到预期或没有远超预期,它们就会受到打击。”还有投资者称,人工智能许多假定的用途“永远不会具备成本效益,永远不会发挥真正的作用,只会消耗太多能量,或者会被证明是不可信的”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338737108434952,"gmtCreate":1723740238684,"gmtModify":1723740240574,"author":{"id":"4173359273343622","authorId":"4173359273343622","name":"MTM20240312","avatar":"https://static.tigerbbs.com/42ec1e226a32d919883f0a95641eb7c8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4173359273343622","authorIdStr":"4173359273343622"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a> 我怎么恍惚见过五元多 难道是合并完后五元多?!","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a> 我怎么恍惚见过五元多 难道是合并完后五元多?!","text":"$Faraday Future(FFIE)$ 我怎么恍惚见过五元多 难道是合并完后五元多?!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/338737108434952","isVote":1,"tweetType":1,"viewCount":1556,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4184999765763302","authorId":"4184999765763302","name":"骗子和骗子","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"4184999765763302","authorIdStr":"4184999765763302"},"content":"40股合5块不是亏得死人都能从地下钻出来?","text":"40股合5块不是亏得死人都能从地下钻出来?","html":"40股合5块不是亏得死人都能从地下钻出来?"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}