赔了夫人又折兵的个人主页 - 老虎社区

赔了夫人又折兵

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IP属地：北京

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赔了夫人又折兵

06-03

那我买到的那好几股怎么办

纽交所技术问题得到解决，所有受影响的股票已经恢复交易

赔了夫人又折兵

06-03

$戴尔(DELL)$ aipc这是要崩盘吗

赔了夫人又折兵

05-14

$游戏驿站(GME)$ 这股和amc走势都是一样的，感觉这次是庄家在玩

赔了夫人又折兵

10-23

这是骗大傻子呢吗，我宁可相信这是个圈套

贝莱德报错数拼多多(PDD)持股由9.5%修正至2.4%

赔了夫人又折兵

05-23

发完财报美股没涨反跌，明天港股估计也要跌吧

赔了夫人又折兵

10-08

$三倍做多富时中国ETF-Direxion(YINN)$ 老乡别跑，技术性回调

赔了夫人又折兵

06-18

那为啥都减持呢

拜访了管理层后，大摩得出结论：不用担心戴尔！

赔了夫人又折兵

05-14

$游戏驿站(GME)$ 疯狂较量

赔了夫人又折兵

05-14

$游戏驿站(GME)$ 还要涨多久啊

去老虎APP查看更多动态

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17:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 根据美国证券交易委员会（SEC）周一（21日）披露的文件，显示大型投行<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>第三季大手增持了中国电商<a href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD)，持股由今年第二季约2,900万股（相当于总股本2.1%），增至第三季约1.32亿股（相当于总股本9.5%）。不过，其后贝莱德修正文件，持股仅增至3300万股（相当于总股本2.4%）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20210625/YzM0ZmE0OGYyYmI1ZTk0YjVmZmU4ZTU4MTIzMDA2MDU4MDg=.jpg","relate_stocks":{"LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","BK4588":"碎股","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0329678337.USD":"FIDELITY EMERGING ASIA \"A\" (USD)","IE00BGHQF748.EUR":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (EUR) ACC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","BK4503":"景林资产持仓","LU0633140727.USD":"AB EMERGING MARKETS MULTI ASSET PORTFOLIO \"AD\" (USD) 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根据美国证券交易委员会（SEC）周一（21日）披露的文件，显示大型投行贝莱德第三季大手增持了中国电商拼多多(PDD)，持股由今年第二季约2,900万股（相当于总股本2.1%），增至第三季约1.32亿股（相当于总股本9.5%）。不过，其后贝莱德修正文件，持股仅增至3300万股（相当于总股本2.4%）","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357840898896184,"gmtCreate":1728365478150,"gmtModify":1728365479711,"author":{"id":"4175810009488282","authorId":"4175810009488282","name":"赔了夫人又折兵","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4175810009488282","authorIdStr":"4175810009488282"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$&nbsp;</a><v-v data-views=\"1\"></v-v> 老乡别跑，技术性回调","listText":"<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$&nbsp;</a><v-v data-views=\"1\"></v-v> 老乡别跑，技术性回调","text":"$三倍做多富时中国ETF-Direxion(YINN)$ 老乡别跑，技术性回调","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357840898896184","isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318027154219104,"gmtCreate":1718681992559,"gmtModify":1718681994688,"author":{"id":"4175810009488282","authorId":"4175810009488282","name":"赔了夫人又折兵","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4175810009488282","authorIdStr":"4175810009488282"},"themes":[],"htmlText":"那为啥都减持呢","listText":"那为啥都减持呢","text":"那为啥都减持呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318027154219104","repostId":"2444112600","repostType":2,"repost":{"id":"2444112600","pubTimestamp":1718682332,"share":"https://www.laohu8.com/m/news/2444112600?lang=&edition=full","pubTime":"2024-06-18 11:45","market":"us","language":"zh","title":"拜访了管理层后，大摩得出结论：不用担心戴尔！","url":"https://stock-news.laohu8.com/highlight/detail?id=2444112600","media":"华尔街见闻","summary":"大摩称，戴尔在人工智能服务器领域有着出色的工程能力，由于该领域的技术复杂性，戴尔会是服务器厂商里为数不多的赢家之一，收入和盈利能力将会进一步增强。分析师还认为，目前戴尔由于一季报表现一般和大股东减持，股价受到压制，是逢低买入的好时候。","content":"<html><head></head><body><blockquote><p>大摩称，戴尔在人工智能服务器领域有着出色的工程能力，由于该领域的技术复杂性，戴尔会是服务器厂商里为数不多的赢家之一，收入和盈利能力将会进一步增强。分析师还认为，目前戴尔由于一季报表现一般和大股东减持，股价受到压制，是逢低买入的好时候。</p></blockquote><p>在大模型竞赛的驱动下，服务器厂商也成了跟着<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>躺赚的卖铲人。隔夜市场，人工智能宠儿<a href=\"https://laohu8.com/S/DELL\">戴尔</a>再度飙升5%。今年迄今，该股累计涨约90%。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Erik W Woodring等人近期前往戴尔总部所在的德克萨斯州圆石镇，拜访了戴尔管理层。此次会面后，分析师在报告中指出，戴尔在人工智能服务器领域有着出色的工程能力，由于该领域的技术复杂性，戴尔会是服务器厂商里为数不多的赢家之一，收入和盈利能力将会进一步增强。分析师还认为，目前戴尔由于一季报表现一般和大股东减持，股价受到压制，是逢低买入的好时候。</p><h2 id=\"id_1917438488\">AI服务器市场技术门槛高 戴尔工程能力强 订单份额领先</h2><p>分析师指出，与普遍的共识相反，工程能力和技术差异化推动戴尔在人工智能服务器市场的份额增长。</p><p>该行强调，人工智能服务器的设计、构建和创新远比投资者所理解的要复杂得多，这也是为什么戴尔不仅在人工智能服务器市场获得了份额，而且还能够捍卫/扩大传统服务器制造市场份额的关键原因，其他公司在定制化和销售端到端解决方案（包括集成、设计、部署、优化和支持服务）的能力方面无法与戴尔竞争：</p><blockquote><p>在与管理层和主要计算工程师的会谈中，我们能够更好地理解打造最紧凑的服务器外形、领先的存储密度、最多的PCIe端口、液冷功能以及从服务器到机架规模的计算、网络和存储的定制和优化能力的复杂性。</p><p>我们的调查显示，技术差异化在帮助戴尔公司赢得最近的二级CSP、主权国家和企业人工智能服务器订单中发挥了作用。</p><p>对戴尔总部的访问让我们更有信心，鉴于我们从工程/技术角度看到/学到的东西，戴尔公司仍将是这个加速发展的市场中为数不多的主要赢家之一。</p></blockquote><p>根据管理层透露，戴尔公司目前几乎参与了所有二级CSP和主权国家的人工智能基础设施建设机会，其中大部分交易涉及大型加速计算训练集群的建设。就云服务设施建设（Cloud Service Providers，简称CSP）而言，需求仍然非常强劲，并有可能在2025年加速增长：</p><blockquote><p>根据管理层的说法，戴尔在大型主权国家的中标率应与二级CSP市场类似，二级CSP市场的中标率很高，而且今年还在增加。企业人工智能服务器的需求可能会紧随主权国家之后，尽管戴尔已经拥有数百家企业人工智能服务器客户。总之，这意味着下半年和2025年会出现强劲的人工智能服务器需求。</p></blockquote><h2 id=\"id_1536627774\">随着时间的推移，人工智能服务器的利润率会越来越高</h2><p>有评论认为，从上季度财报来看，戴尔人工智能服务器业务利润疲软。但摩根士丹利相信，随着时间的推移，人工智能服务器的利润率会越来越高：</p><blockquote><p>我们认为，戴尔公司的人工智能服务器毛利率与其他主要制造商不相上下，而且管理层重申，戴尔公司并不是该市场的定价侵略者，其定价平均比原始设备制造商高出10%。</p><p>与此同时，戴尔签署的几乎所有CSP和企业AI服务器交易都包含一层高利润（40%）和粘性服务，这些服务会随着时间的推移而递延和摊销（我们认为服务费占整个系统价格的10%或更少）。重要的是，管理层指出，目前递延的人工智能服务器服务收入比摊销的要多，这意味着随着交易摊销时间表的逐级递减，在其他条件相同的情况下，人工智能服务器的收入和毛利率应该会有所提高。</p><p>如果我们再加上向主权国家和企业（利润率&#34;好得多&#34;）的业务组合转变，以及该业务规模的扩大，我们就会发现，随着时间的推移，AI服务器的利润率会越来越高，这与目前的一致预期背道而驰。</p></blockquote><h2 id=\"id_4222317475\">存储和PC业务今明年有望回暖</h2><p>对AI之外的存储和PC业务，分析师评论称，戴尔存储硬件利润率较低，拖累了上季度ISG部门的表现，但目前终端市场正在回暖，且戴尔近期推出了一系列新的存储产品，可以重新获得竞争优势：</p><blockquote><p>我们相信，戴尔已经为扭转存储业务奠定了基础，因为实际的终端市场似乎已经成熟，今年可以恢复增长，但到2025年（26财年）会有更大幅度的增长。</p><p>最重要的是，戴尔最近推出了1）PowerStorePrime，以解决在中端市场失去的份额，包括新的4.0全闪存阵列平台、新的软件升级（可提高30%的IOPS、降低20%的延迟和2倍的存储容量）、新的QLCAFA阵列和新的数据保护软件；以及2）ProjectLightning，以解决AI计算附加存储机会，包括针对AI优化的新PowerScale全闪存文件存储（F910）和新的并行文件系统。</p><p>对于PC业务，分析师相信，<a href=\"https://laohu8.com/S/MSFT\">微软</a>AI PC的推出，可以推动一轮PC行业的换机潮，尤其是在企业端：</p><p>PC市场仍将受益于企业的更新换代。诚然，在与管理层的会谈中，我们花在<a href=\"https://laohu8.com/S/CSV.AU\">CSG</a>业务上的时间较少，但今年低个位数收入增长的预期保持不变，即使行业分析师在过去3个月中略微下调了对PC单位增长的预测。</p><p>鉴于戴尔与商用市场的关联度过高，我们认为它将是今年晚些时候到明年企业PC更新（包括Windows EOL升级）的主要受益者之一。鉴于通胀导致的投入成本上升，25财年CSG的利润率可能会按年下降。</p></blockquote></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>拜访了管理层后，大摩得出结论：不用担心戴尔！</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a6b3510bae728f70b9b5a61888983483","relate_stocks":{"LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4535":"淡马锡持仓","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0106831901.USD":"贝莱德世界金融基金A2","BK4588":"碎股","LU0971096721.USD":"富达环球金融服务 A","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4581":"高盛持仓","BK4504":"桥水持仓","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4127":"投资银行业与经纪业","BK4170":"电脑硬件、储存设备及电脑周边","DELL":"戴尔","BK4515":"5G概念","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念"},"source_url":"https://wallstreetcn.com/articles/3717447","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2444112600","content_text":"大摩称，戴尔在人工智能服务器领域有着出色的工程能力，由于该领域的技术复杂性，戴尔会是服务器厂商里为数不多的赢家之一，收入和盈利能力将会进一步增强。分析师还认为，目前戴尔由于一季报表现一般和大股东减持，股价受到压制，是逢低买入的好时候。在大模型竞赛的驱动下，服务器厂商也成了跟着英伟达躺赚的卖铲人。隔夜市场，人工智能宠儿戴尔再度飙升5%。今年迄今，该股累计涨约90%。摩根士丹利分析师Erik W Woodring等人近期前往戴尔总部所在的德克萨斯州圆石镇，拜访了戴尔管理层。此次会面后，分析师在报告中指出，戴尔在人工智能服务器领域有着出色的工程能力，由于该领域的技术复杂性，戴尔会是服务器厂商里为数不多的赢家之一，收入和盈利能力将会进一步增强。分析师还认为，目前戴尔由于一季报表现一般和大股东减持，股价受到压制，是逢低买入的好时候。AI服务器市场技术门槛高 戴尔工程能力强 订单份额领先分析师指出，与普遍的共识相反，工程能力和技术差异化推动戴尔在人工智能服务器市场的份额增长。该行强调，人工智能服务器的设计、构建和创新远比投资者所理解的要复杂得多，这也是为什么戴尔不仅在人工智能服务器市场获得了份额，而且还能够捍卫/扩大传统服务器制造市场份额的关键原因，其他公司在定制化和销售端到端解决方案（包括集成、设计、部署、优化和支持服务）的能力方面无法与戴尔竞争：在与管理层和主要计算工程师的会谈中，我们能够更好地理解打造最紧凑的服务器外形、领先的存储密度、最多的PCIe端口、液冷功能以及从服务器到机架规模的计算、网络和存储的定制和优化能力的复杂性。我们的调查显示，技术差异化在帮助戴尔公司赢得最近的二级CSP、主权国家和企业人工智能服务器订单中发挥了作用。对戴尔总部的访问让我们更有信心，鉴于我们从工程/技术角度看到/学到的东西，戴尔公司仍将是这个加速发展的市场中为数不多的主要赢家之一。根据管理层透露，戴尔公司目前几乎参与了所有二级CSP和主权国家的人工智能基础设施建设机会，其中大部分交易涉及大型加速计算训练集群的建设。就云服务设施建设（Cloud Service Providers，简称CSP）而言，需求仍然非常强劲，并有可能在2025年加速增长：根据管理层的说法，戴尔在大型主权国家的中标率应与二级CSP市场类似，二级CSP市场的中标率很高，而且今年还在增加。企业人工智能服务器的需求可能会紧随主权国家之后，尽管戴尔已经拥有数百家企业人工智能服务器客户。总之，这意味着下半年和2025年会出现强劲的人工智能服务器需求。随着时间的推移，人工智能服务器的利润率会越来越高有评论认为，从上季度财报来看，戴尔人工智能服务器业务利润疲软。但摩根士丹利相信，随着时间的推移，人工智能服务器的利润率会越来越高：我们认为，戴尔公司的人工智能服务器毛利率与其他主要制造商不相上下，而且管理层重申，戴尔公司并不是该市场的定价侵略者，其定价平均比原始设备制造商高出10%。与此同时，戴尔签署的几乎所有CSP和企业AI服务器交易都包含一层高利润（40%）和粘性服务，这些服务会随着时间的推移而递延和摊销（我们认为服务费占整个系统价格的10%或更少）。重要的是，管理层指出，目前递延的人工智能服务器服务收入比摊销的要多，这意味着随着交易摊销时间表的逐级递减，在其他条件相同的情况下，人工智能服务器的收入和毛利率应该会有所提高。如果我们再加上向主权国家和企业（利润率\"好得多\"）的业务组合转变，以及该业务规模的扩大，我们就会发现，随着时间的推移，AI服务器的利润率会越来越高，这与目前的一致预期背道而驰。存储和PC业务今明年有望回暖对AI之外的存储和PC业务，分析师评论称，戴尔存储硬件利润率较低，拖累了上季度ISG部门的表现，但目前终端市场正在回暖，且戴尔近期推出了一系列新的存储产品，可以重新获得竞争优势：我们相信，戴尔已经为扭转存储业务奠定了基础，因为实际的终端市场似乎已经成熟，今年可以恢复增长，但到2025年（26财年）会有更大幅度的增长。最重要的是，戴尔最近推出了1）PowerStorePrime，以解决在中端市场失去的份额，包括新的4.0全闪存阵列平台、新的软件升级（可提高30%的IOPS、降低20%的延迟和2倍的存储容量）、新的QLCAFA阵列和新的数据保护软件；以及2）ProjectLightning，以解决AI计算附加存储机会，包括针对AI优化的新PowerScale全闪存文件存储（F910）和新的并行文件系统。对于PC业务，分析师相信，微软AI PC的推出，可以推动一轮PC行业的换机潮，尤其是在企业端：PC市场仍将受益于企业的更新换代。诚然，在与管理层的会谈中，我们花在CSG业务上的时间较少，但今年低个位数收入增长的预期保持不变，即使行业分析师在过去3个月中略微下调了对PC单位增长的预测。鉴于戴尔与商用市场的关联度过高，我们认为它将是今年晚些时候到明年企业PC更新（包括Windows EOL升级）的主要受益者之一。鉴于通胀导致的投入成本上升，25财年CSG的利润率可能会按年下降。","news_type":1},"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312945707421936,"gmtCreate":1717425001322,"gmtModify":1717425003065,"author":{"id":"4175810009488282","authorId":"4175810009488282","name":"赔了夫人又折兵","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4175810009488282","authorIdStr":"4175810009488282"},"themes":[],"htmlText":"那我买到的那好几股怎么办","listText":"那我买到的那好几股怎么办","text":"那我买到的那好几股怎么办","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/312945707421936","repostId":"1159180863","repostType":2,"repost":{"id":"1159180863","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":1717429539,"share":"https://www.laohu8.com/m/news/1159180863?lang=&edition=full","pubTime":"2024-06-03 23:45","market":"us","language":"zh","title":"纽交所技术问题得到解决，所有受影响的股票已经恢复交易","url":"https://stock-news.laohu8.com/highlight/detail?id=1159180863","media":"老虎资讯综合","summary":"纽约证券交易称，正在调查出现的技术性问题，多只股票一度停牌","content":"<html><head></head><body><blockquote><p><strong>纽交所技术问题得到解决，所有受影响的股票已经恢复交易！伯克希尔-A恢复交易，一度涨超15%。</strong></p></blockquote><p>6月3日晚间，纽约证券交易所因技术故障导致部分股票价格显示异常。其中，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>、<a href=\"https://laohu8.com/S/BMO\">蒙特利尔银行</a>、<a href=\"https://laohu8.com/S/GOLD\">巴里克黄金</a>等股票跌幅在98%以上，且行情静止不动。</p><p>纽交所方面表示，正在调查一个与涨跌幅限制有关的技术问题，目前尚不清楚有多少股票受此问题的影响。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab896811d19691d6148a195ee120f157\" title=\"\" tg-width=\"511\" tg-height=\"853\"/></p><p>北京时间22:54，纽交所恢复了部分暂停交易的股票的交易，蒙特利尔银行、巴里克黄金恢复交易，现分别为跌0.58%和涨0.67%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a93eb6070e6dd7037ba4e83a5766309\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>北京时间23:12，纽约证交所在一封电子邮件中表示，CTA SIP发布的全行业报价区间技术问题已经得到解决。上述问题触发了纽约证交所挂牌的大量股票停牌，受影响的股票已恢复或正在恢复交易。</p><p>北京时间23:37，巴菲特旗下伯克希尔恢复了交易，截止发稿该股涨超15%！</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b81d080119383c2c26bbe327bae99c7\" title=\"\" tg-width=\"900\" tg-height=\"563\"/></p><p>但目前，纽交所网站的伯克希尔股价暂未恢复。</p><p></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>纽交所技术问题得到解决，所有受影响的股票已经恢复交易</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纽交所技术问题得到解决，所有受影响的股票已经恢复交易\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\">2024-06-03 23:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p><strong>纽交所技术问题得到解决，所有受影响的股票已经恢复交易！伯克希尔-A恢复交易，一度涨超15%。</strong></p></blockquote><p>6月3日晚间，纽约证券交易所因技术故障导致部分股票价格显示异常。其中，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>、<a href=\"https://laohu8.com/S/BMO\">蒙特利尔银行</a>、<a href=\"https://laohu8.com/S/GOLD\">巴里克黄金</a>等股票跌幅在98%以上，且行情静止不动。</p><p>纽交所方面表示，正在调查一个与涨跌幅限制有关的技术问题，目前尚不清楚有多少股票受此问题的影响。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab896811d19691d6148a195ee120f157\" title=\"\" tg-width=\"511\" tg-height=\"853\"/></p><p>北京时间22:54，纽交所恢复了部分暂停交易的股票的交易，蒙特利尔银行、巴里克黄金恢复交易，现分别为跌0.58%和涨0.67%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a93eb6070e6dd7037ba4e83a5766309\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>北京时间23:12，纽约证交所在一封电子邮件中表示，CTA SIP发布的全行业报价区间技术问题已经得到解决。上述问题触发了纽约证交所挂牌的大量股票停牌，受影响的股票已恢复或正在恢复交易。</p><p>北京时间23:37，巴菲特旗下伯克希尔恢复了交易，截止发稿该股涨超15%！</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b81d080119383c2c26bbe327bae99c7\" title=\"\" tg-width=\"900\" tg-height=\"563\"/></p><p>但目前，纽交所网站的伯克希尔股价暂未恢复。</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f0cd43e8059ee9e8fb4cd6045c9c49d5","relate_stocks":{"IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4176":"多领域控股","CAMP":"Camp4 Therapeutics Corp.","SMR":"NuScale Power","BRK.A":"伯克希尔","GOLD":"巴里克黄金"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159180863","content_text":"纽交所技术问题得到解决，所有受影响的股票已经恢复交易！伯克希尔-A恢复交易，一度涨超15%。6月3日晚间，纽约证券交易所因技术故障导致部分股票价格显示异常。其中，伯克希尔、蒙特利尔银行、巴里克黄金等股票跌幅在98%以上，且行情静止不动。纽交所方面表示，正在调查一个与涨跌幅限制有关的技术问题，目前尚不清楚有多少股票受此问题的影响。北京时间22:54，纽交所恢复了部分暂停交易的股票的交易，蒙特利尔银行、巴里克黄金恢复交易，现分别为跌0.58%和涨0.67%。北京时间23:12，纽约证交所在一封电子邮件中表示，CTA SIP发布的全行业报价区间技术问题已经得到解决。上述问题触发了纽约证交所挂牌的大量股票停牌，受影响的股票已恢复或正在恢复交易。北京时间23:37，巴菲特旗下伯克希尔恢复了交易，截止发稿该股涨超15%！但目前，纽交所网站的伯克希尔股价暂未恢复。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1018,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3462242473116216","authorId":"3462242473116216","name":"葡萄基金","avatar":"https://static.tigerbbs.com/1011b296ea7c5dd75b2ba181620ed957","crmLevel":6,"crmLevelSwitch":0,"idStr":"3462242473116216","authorIdStr":"3462242473116216"},"content":"巴菲特请你吃饭","text":"巴菲特请你吃饭","html":"巴菲特请你吃饭"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312938889974048,"gmtCreate":1717423253123,"gmtModify":1717423254671,"author":{"id":"4175810009488282","authorId":"4175810009488282","name":"赔了夫人又折兵","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4175810009488282","authorIdStr":"4175810009488282"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$ </a> aipc这是要崩盘吗","listText":"<a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$ </a> aipc这是要崩盘吗","text":"$戴尔(DELL)$ aipc这是要崩盘吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/312938889974048","isVote":1,"tweetType":1,"viewCount":1299,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4175810009488282","authorId":"4175810009488282","name":"赔了夫人又折兵","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"4175810009488282","authorIdStr":"4175810009488282"},"content":"破了130感觉就没啥希望了","text":"破了130感觉就没啥希望了","html":"破了130感觉就没啥希望了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309025060372760,"gmtCreate":1716473322220,"gmtModify":1716475236940,"author":{"id":"4175810009488282","authorId":"4175810009488282","name":"赔了夫人又折兵","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4175810009488282","authorIdStr":"4175810009488282"},"themes":[],"htmlText":"发完财报美股没涨反跌，明天港股估计也要跌吧","listText":"发完财报美股没涨反跌，明天港股估计也要跌吧","text":"发完财报美股没涨反跌，明天港股估计也要跌吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309025060372760","isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305812498108448,"gmtCreate":1715695825306,"gmtModify":1715695873787,"author":{"id":"4175810009488282","authorId":"4175810009488282","name":"赔了夫人又折兵","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4175810009488282","authorIdStr":"4175810009488282"},"themes":[],"htmlText":"<a 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疯狂较量","text":"$游戏驿站(GME)$ 疯狂较量","images":[{"img":"https://static.tigerbbs.com/a7ce028a391a85c55f878e3592f77f90","width":"1224","height":"2700"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305781898367168","isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":305778994643136,"gmtCreate":1715687731545,"gmtModify":1715691753990,"author":{"id":"4175810009488282","authorId":"4175810009488282","name":"赔了夫人又折兵","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4175810009488282","authorIdStr":"4175810009488282"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$ </a> 还要涨多久啊","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$ </a> 还要涨多久啊","text":"$游戏驿站(GME)$ 还要涨多久啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305778994643136","isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":312945707421936,"gmtCreate":1717425001322,"gmtModify":1717425003065,"author":{"id":"4175810009488282","authorId":"4175810009488282","name":"赔了夫人又折兵","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4175810009488282","idStr":"4175810009488282"},"themes":[],"htmlText":"那我买到的那好几股怎么办","listText":"那我买到的那好几股怎么办","text":"那我买到的那好几股怎么办","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/312945707421936","repostId":"1159180863","repostType":2,"repost":{"id":"1159180863","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":1717429539,"share":"https://www.laohu8.com/m/news/1159180863?lang=&edition=full","pubTime":"2024-06-03 23:45","market":"us","language":"zh","title":"纽交所技术问题得到解决，所有受影响的股票已经恢复交易","url":"https://stock-news.laohu8.com/highlight/detail?id=1159180863","media":"老虎资讯综合","summary":"纽约证券交易称，正在调查出现的技术性问题，多只股票一度停牌","content":"<html><head></head><body><blockquote><p><strong>纽交所技术问题得到解决，所有受影响的股票已经恢复交易！伯克希尔-A恢复交易，一度涨超15%。</strong></p></blockquote><p>6月3日晚间，纽约证券交易所因技术故障导致部分股票价格显示异常。其中，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>、<a href=\"https://laohu8.com/S/BMO\">蒙特利尔银行</a>、<a href=\"https://laohu8.com/S/GOLD\">巴里克黄金</a>等股票跌幅在98%以上，且行情静止不动。</p><p>纽交所方面表示，正在调查一个与涨跌幅限制有关的技术问题，目前尚不清楚有多少股票受此问题的影响。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab896811d19691d6148a195ee120f157\" title=\"\" tg-width=\"511\" tg-height=\"853\"/></p><p>北京时间22:54，纽交所恢复了部分暂停交易的股票的交易，蒙特利尔银行、巴里克黄金恢复交易，现分别为跌0.58%和涨0.67%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a93eb6070e6dd7037ba4e83a5766309\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>北京时间23:12，纽约证交所在一封电子邮件中表示，CTA SIP发布的全行业报价区间技术问题已经得到解决。上述问题触发了纽约证交所挂牌的大量股票停牌，受影响的股票已恢复或正在恢复交易。</p><p>北京时间23:37，巴菲特旗下伯克希尔恢复了交易，截止发稿该股涨超15%！</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b81d080119383c2c26bbe327bae99c7\" title=\"\" tg-width=\"900\" tg-height=\"563\"/></p><p>但目前，纽交所网站的伯克希尔股价暂未恢复。</p><p></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>纽交所技术问题得到解决，所有受影响的股票已经恢复交易</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; 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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纽交所技术问题得到解决，所有受影响的股票已经恢复交易\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\">2024-06-03 23:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p><strong>纽交所技术问题得到解决，所有受影响的股票已经恢复交易！伯克希尔-A恢复交易，一度涨超15%。</strong></p></blockquote><p>6月3日晚间，纽约证券交易所因技术故障导致部分股票价格显示异常。其中，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>、<a href=\"https://laohu8.com/S/BMO\">蒙特利尔银行</a>、<a href=\"https://laohu8.com/S/GOLD\">巴里克黄金</a>等股票跌幅在98%以上，且行情静止不动。</p><p>纽交所方面表示，正在调查一个与涨跌幅限制有关的技术问题，目前尚不清楚有多少股票受此问题的影响。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab896811d19691d6148a195ee120f157\" title=\"\" tg-width=\"511\" tg-height=\"853\"/></p><p>北京时间22:54，纽交所恢复了部分暂停交易的股票的交易，蒙特利尔银行、巴里克黄金恢复交易，现分别为跌0.58%和涨0.67%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a93eb6070e6dd7037ba4e83a5766309\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>北京时间23:12，纽约证交所在一封电子邮件中表示，CTA SIP发布的全行业报价区间技术问题已经得到解决。上述问题触发了纽约证交所挂牌的大量股票停牌，受影响的股票已恢复或正在恢复交易。</p><p>北京时间23:37，巴菲特旗下伯克希尔恢复了交易，截止发稿该股涨超15%！</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b81d080119383c2c26bbe327bae99c7\" title=\"\" tg-width=\"900\" tg-height=\"563\"/></p><p>但目前，纽交所网站的伯克希尔股价暂未恢复。</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f0cd43e8059ee9e8fb4cd6045c9c49d5","relate_stocks":{"IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4176":"多领域控股","CAMP":"Camp4 Therapeutics Corp.","SMR":"NuScale Power","BRK.A":"伯克希尔","GOLD":"巴里克黄金"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159180863","content_text":"纽交所技术问题得到解决，所有受影响的股票已经恢复交易！伯克希尔-A恢复交易，一度涨超15%。6月3日晚间，纽约证券交易所因技术故障导致部分股票价格显示异常。其中，伯克希尔、蒙特利尔银行、巴里克黄金等股票跌幅在98%以上，且行情静止不动。纽交所方面表示，正在调查一个与涨跌幅限制有关的技术问题，目前尚不清楚有多少股票受此问题的影响。北京时间22:54，纽交所恢复了部分暂停交易的股票的交易，蒙特利尔银行、巴里克黄金恢复交易，现分别为跌0.58%和涨0.67%。北京时间23:12，纽约证交所在一封电子邮件中表示，CTA SIP发布的全行业报价区间技术问题已经得到解决。上述问题触发了纽约证交所挂牌的大量股票停牌，受影响的股票已恢复或正在恢复交易。北京时间23:37，巴菲特旗下伯克希尔恢复了交易，截止发稿该股涨超15%！但目前，纽交所网站的伯克希尔股价暂未恢复。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1018,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3462242473116216","authorId":"3462242473116216","name":"葡萄基金","avatar":"https://static.tigerbbs.com/1011b296ea7c5dd75b2ba181620ed957","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3462242473116216","idStr":"3462242473116216"},"content":"巴菲特请你吃饭","text":"巴菲特请你吃饭","html":"巴菲特请你吃饭"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312938889974048,"gmtCreate":1717423253123,"gmtModify":1717423254671,"author":{"id":"4175810009488282","authorId":"4175810009488282","name":"赔了夫人又折兵","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4175810009488282","idStr":"4175810009488282"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$ </a> 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aipc这是要崩盘吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/312938889974048","isVote":1,"tweetType":1,"viewCount":1299,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4175810009488282","authorId":"4175810009488282","name":"赔了夫人又折兵","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4175810009488282","idStr":"4175810009488282"},"content":"破了130感觉就没啥希望了","text":"破了130感觉就没啥希望了","html":"破了130感觉就没啥希望了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305812498108448,"gmtCreate":1715695825306,"gmtModify":1715695873787,"author":{"id":"4175810009488282","authorId":"4175810009488282","name":"赔了夫人又折兵","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4175810009488282","idStr":"4175810009488282"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$ </a> 这股和amc走势都是一样的，感觉这次是庄家在玩","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$ </a> 这股和amc走势都是一样的，感觉这次是庄家在玩","text":"$游戏驿站(GME)$ 这股和amc走势都是一样的，感觉这次是庄家在玩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/305812498108448","isVote":1,"tweetType":1,"viewCount":1471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363190693912808,"gmtCreate":1729694881170,"gmtModify":1729695511903,"author":{"id":"4175810009488282","authorId":"4175810009488282","name":"赔了夫人又折兵","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4175810009488282","idStr":"4175810009488282"},"themes":[],"htmlText":"这是骗大傻子呢吗，我宁可相信这是个圈套","listText":"这是骗大傻子呢吗，我宁可相信这是个圈套","text":"这是骗大傻子呢吗，我宁可相信这是个圈套","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363190693912808","repostId":"2477309721","repostType":2,"repost":{"id":"2477309721","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1729677267,"share":"https://www.laohu8.com/m/news/2477309721?lang=&edition=full","pubTime":"2024-10-23 17:54","market":"hk","language":"zh","title":"贝莱德报错数 拼多多(PDD)持股由9.5%修正至2.4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2477309721","media":"金吾财讯","summary":"金吾财讯 | 根据美国证券交易委员会（SEC）周一（21日）披露的文件，显示大型投行贝莱德第三季大手增持了中国电商拼多多(PDD)，持股由今年第二季约2,900万股（相当于总股本2.1%），增至第三季约1.32亿股（相当于总股本9.5%）。不过，其后贝莱德修正文件，持股仅增至3300万股（相当于总股本2.4%）","content":"<html><body><p>金吾财讯 | 根据美国证券交易委员会（SEC）周一（21日）披露的文件，显示大型投行<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>第三季大手增持了中国电商<a href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD)，持股由今年第二季约2,900万股（相当于总股本2.1%），增至第三季约1.32亿股（相当于总股本9.5%）。不过，其后贝莱德修正文件，持股仅增至3300万股（相当于总股本2.4%）</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>贝莱德报错数 拼多多(PDD)持股由9.5%修正至2.4%</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贝莱德报错数 拼多多(PDD)持股由9.5%修正至2.4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2024-10-23 17:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 根据美国证券交易委员会（SEC）周一（21日）披露的文件，显示大型投行<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>第三季大手增持了中国电商<a href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD)，持股由今年第二季约2,900万股（相当于总股本2.1%），增至第三季约1.32亿股（相当于总股本9.5%）。不过，其后贝莱德修正文件，持股仅增至3300万股（相当于总股本2.4%）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20210625/YzM0ZmE0OGYyYmI1ZTk0YjVmZmU4ZTU4MTIzMDA2MDU4MDg=.jpg","relate_stocks":{"LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","BK4588":"碎股","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0329678337.USD":"FIDELITY EMERGING ASIA \"A\" (USD)","IE00BGHQF748.EUR":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (EUR) ACC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","BK4503":"景林资产持仓","LU0633140727.USD":"AB EMERGING MARKETS MULTI ASSET PORTFOLIO \"AD\" (USD) 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(USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","IE00BDGV0183.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) INC","L":"洛斯公司","IE00BVYPNW00.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) ACC","LU0731783048.USD":"FIDELITY GLOBAL DIVIDEND \"A\" (USD) INC MONTHLY (G)","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU1509826696.USD":"FIDELITY GLOBAL DIVIDEND \"A\" (USD) INC B","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","PDD":"拼多多","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU1481011671.HKD":"FIDELITY GLOBAL DIVIDEND \"A\" (HKDHDG) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1481011911.USD":"FIDELITY GLOBAL DIVIDEND \"A\" (USDHDG) 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根据美国证券交易委员会（SEC）周一（21日）披露的文件，显示大型投行贝莱德第三季大手增持了中国电商拼多多(PDD)，持股由今年第二季约2,900万股（相当于总股本2.1%），增至第三季约1.32亿股（相当于总股本9.5%）。不过，其后贝莱德修正文件，持股仅增至3300万股（相当于总股本2.4%）","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309025060372760,"gmtCreate":1716473322220,"gmtModify":1716475236940,"author":{"id":"4175810009488282","authorId":"4175810009488282","name":"赔了夫人又折兵","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4175810009488282","idStr":"4175810009488282"},"themes":[],"htmlText":"发完财报美股没涨反跌，明天港股估计也要跌吧","listText":"发完财报美股没涨反跌，明天港股估计也要跌吧","text":"发完财报美股没涨反跌，明天港股估计也要跌吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309025060372760","isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357840898896184,"gmtCreate":1728365478150,"gmtModify":1728365479711,"author":{"id":"4175810009488282","authorId":"4175810009488282","name":"赔了夫人又折兵","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4175810009488282","idStr":"4175810009488282"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$&nbsp;</a><v-v data-views=\"1\"></v-v> 老乡别跑，技术性回调","listText":"<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$&nbsp;</a><v-v data-views=\"1\"></v-v> 老乡别跑，技术性回调","text":"$三倍做多富时中国ETF-Direxion(YINN)$ 老乡别跑，技术性回调","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357840898896184","isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318027154219104,"gmtCreate":1718681992559,"gmtModify":1718681994688,"author":{"id":"4175810009488282","authorId":"4175810009488282","name":"赔了夫人又折兵","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4175810009488282","idStr":"4175810009488282"},"themes":[],"htmlText":"那为啥都减持呢","listText":"那为啥都减持呢","text":"那为啥都减持呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318027154219104","repostId":"2444112600","repostType":2,"repost":{"id":"2444112600","pubTimestamp":1718682332,"share":"https://www.laohu8.com/m/news/2444112600?lang=&edition=full","pubTime":"2024-06-18 11:45","market":"us","language":"zh","title":"拜访了管理层后，大摩得出结论：不用担心戴尔！","url":"https://stock-news.laohu8.com/highlight/detail?id=2444112600","media":"华尔街见闻","summary":"大摩称，戴尔在人工智能服务器领域有着出色的工程能力，由于该领域的技术复杂性，戴尔会是服务器厂商里为数不多的赢家之一，收入和盈利能力将会进一步增强。分析师还认为，目前戴尔由于一季报表现一般和大股东减持，股价受到压制，是逢低买入的好时候。","content":"<html><head></head><body><blockquote><p>大摩称，戴尔在人工智能服务器领域有着出色的工程能力，由于该领域的技术复杂性，戴尔会是服务器厂商里为数不多的赢家之一，收入和盈利能力将会进一步增强。分析师还认为，目前戴尔由于一季报表现一般和大股东减持，股价受到压制，是逢低买入的好时候。</p></blockquote><p>在大模型竞赛的驱动下，服务器厂商也成了跟着<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>躺赚的卖铲人。隔夜市场，人工智能宠儿<a href=\"https://laohu8.com/S/DELL\">戴尔</a>再度飙升5%。今年迄今，该股累计涨约90%。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Erik W Woodring等人近期前往戴尔总部所在的德克萨斯州圆石镇，拜访了戴尔管理层。此次会面后，分析师在报告中指出，戴尔在人工智能服务器领域有着出色的工程能力，由于该领域的技术复杂性，戴尔会是服务器厂商里为数不多的赢家之一，收入和盈利能力将会进一步增强。分析师还认为，目前戴尔由于一季报表现一般和大股东减持，股价受到压制，是逢低买入的好时候。</p><h2 id=\"id_1917438488\">AI服务器市场技术门槛高 戴尔工程能力强 订单份额领先</h2><p>分析师指出，与普遍的共识相反，工程能力和技术差异化推动戴尔在人工智能服务器市场的份额增长。</p><p>该行强调，人工智能服务器的设计、构建和创新远比投资者所理解的要复杂得多，这也是为什么戴尔不仅在人工智能服务器市场获得了份额，而且还能够捍卫/扩大传统服务器制造市场份额的关键原因，其他公司在定制化和销售端到端解决方案（包括集成、设计、部署、优化和支持服务）的能力方面无法与戴尔竞争：</p><blockquote><p>在与管理层和主要计算工程师的会谈中，我们能够更好地理解打造最紧凑的服务器外形、领先的存储密度、最多的PCIe端口、液冷功能以及从服务器到机架规模的计算、网络和存储的定制和优化能力的复杂性。</p><p>我们的调查显示，技术差异化在帮助戴尔公司赢得最近的二级CSP、主权国家和企业人工智能服务器订单中发挥了作用。</p><p>对戴尔总部的访问让我们更有信心，鉴于我们从工程/技术角度看到/学到的东西，戴尔公司仍将是这个加速发展的市场中为数不多的主要赢家之一。</p></blockquote><p>根据管理层透露，戴尔公司目前几乎参与了所有二级CSP和主权国家的人工智能基础设施建设机会，其中大部分交易涉及大型加速计算训练集群的建设。就云服务设施建设（Cloud Service Providers，简称CSP）而言，需求仍然非常强劲，并有可能在2025年加速增长：</p><blockquote><p>根据管理层的说法，戴尔在大型主权国家的中标率应与二级CSP市场类似，二级CSP市场的中标率很高，而且今年还在增加。企业人工智能服务器的需求可能会紧随主权国家之后，尽管戴尔已经拥有数百家企业人工智能服务器客户。总之，这意味着下半年和2025年会出现强劲的人工智能服务器需求。</p></blockquote><h2 id=\"id_1536627774\">随着时间的推移，人工智能服务器的利润率会越来越高</h2><p>有评论认为，从上季度财报来看，戴尔人工智能服务器业务利润疲软。但摩根士丹利相信，随着时间的推移，人工智能服务器的利润率会越来越高：</p><blockquote><p>我们认为，戴尔公司的人工智能服务器毛利率与其他主要制造商不相上下，而且管理层重申，戴尔公司并不是该市场的定价侵略者，其定价平均比原始设备制造商高出10%。</p><p>与此同时，戴尔签署的几乎所有CSP和企业AI服务器交易都包含一层高利润（40%）和粘性服务，这些服务会随着时间的推移而递延和摊销（我们认为服务费占整个系统价格的10%或更少）。重要的是，管理层指出，目前递延的人工智能服务器服务收入比摊销的要多，这意味着随着交易摊销时间表的逐级递减，在其他条件相同的情况下，人工智能服务器的收入和毛利率应该会有所提高。</p><p>如果我们再加上向主权国家和企业（利润率&#34;好得多&#34;）的业务组合转变，以及该业务规模的扩大，我们就会发现，随着时间的推移，AI服务器的利润率会越来越高，这与目前的一致预期背道而驰。</p></blockquote><h2 id=\"id_4222317475\">存储和PC业务今明年有望回暖</h2><p>对AI之外的存储和PC业务，分析师评论称，戴尔存储硬件利润率较低，拖累了上季度ISG部门的表现，但目前终端市场正在回暖，且戴尔近期推出了一系列新的存储产品，可以重新获得竞争优势：</p><blockquote><p>我们相信，戴尔已经为扭转存储业务奠定了基础，因为实际的终端市场似乎已经成熟，今年可以恢复增长，但到2025年（26财年）会有更大幅度的增长。</p><p>最重要的是，戴尔最近推出了1）PowerStorePrime，以解决在中端市场失去的份额，包括新的4.0全闪存阵列平台、新的软件升级（可提高30%的IOPS、降低20%的延迟和2倍的存储容量）、新的QLCAFA阵列和新的数据保护软件；以及2）ProjectLightning，以解决AI计算附加存储机会，包括针对AI优化的新PowerScale全闪存文件存储（F910）和新的并行文件系统。</p><p>对于PC业务，分析师相信，<a href=\"https://laohu8.com/S/MSFT\">微软</a>AI PC的推出，可以推动一轮PC行业的换机潮，尤其是在企业端：</p><p>PC市场仍将受益于企业的更新换代。诚然，在与管理层的会谈中，我们花在<a href=\"https://laohu8.com/S/CSV.AU\">CSG</a>业务上的时间较少，但今年低个位数收入增长的预期保持不变，即使行业分析师在过去3个月中略微下调了对PC单位增长的预测。</p><p>鉴于戴尔与商用市场的关联度过高，我们认为它将是今年晚些时候到明年企业PC更新（包括Windows EOL升级）的主要受益者之一。鉴于通胀导致的投入成本上升，25财年CSG的利润率可能会按年下降。</p></blockquote></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>拜访了管理层后，大摩得出结论：不用担心戴尔！</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a6b3510bae728f70b9b5a61888983483","relate_stocks":{"LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4535":"淡马锡持仓","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0106831901.USD":"贝莱德世界金融基金A2","BK4588":"碎股","LU0971096721.USD":"富达环球金融服务 A","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4581":"高盛持仓","BK4504":"桥水持仓","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4127":"投资银行业与经纪业","BK4170":"电脑硬件、储存设备及电脑周边","DELL":"戴尔","BK4515":"5G概念","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念"},"source_url":"https://wallstreetcn.com/articles/3717447","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2444112600","content_text":"大摩称，戴尔在人工智能服务器领域有着出色的工程能力，由于该领域的技术复杂性，戴尔会是服务器厂商里为数不多的赢家之一，收入和盈利能力将会进一步增强。分析师还认为，目前戴尔由于一季报表现一般和大股东减持，股价受到压制，是逢低买入的好时候。在大模型竞赛的驱动下，服务器厂商也成了跟着英伟达躺赚的卖铲人。隔夜市场，人工智能宠儿戴尔再度飙升5%。今年迄今，该股累计涨约90%。摩根士丹利分析师Erik W Woodring等人近期前往戴尔总部所在的德克萨斯州圆石镇，拜访了戴尔管理层。此次会面后，分析师在报告中指出，戴尔在人工智能服务器领域有着出色的工程能力，由于该领域的技术复杂性，戴尔会是服务器厂商里为数不多的赢家之一，收入和盈利能力将会进一步增强。分析师还认为，目前戴尔由于一季报表现一般和大股东减持，股价受到压制，是逢低买入的好时候。AI服务器市场技术门槛高 戴尔工程能力强 订单份额领先分析师指出，与普遍的共识相反，工程能力和技术差异化推动戴尔在人工智能服务器市场的份额增长。该行强调，人工智能服务器的设计、构建和创新远比投资者所理解的要复杂得多，这也是为什么戴尔不仅在人工智能服务器市场获得了份额，而且还能够捍卫/扩大传统服务器制造市场份额的关键原因，其他公司在定制化和销售端到端解决方案（包括集成、设计、部署、优化和支持服务）的能力方面无法与戴尔竞争：在与管理层和主要计算工程师的会谈中，我们能够更好地理解打造最紧凑的服务器外形、领先的存储密度、最多的PCIe端口、液冷功能以及从服务器到机架规模的计算、网络和存储的定制和优化能力的复杂性。我们的调查显示，技术差异化在帮助戴尔公司赢得最近的二级CSP、主权国家和企业人工智能服务器订单中发挥了作用。对戴尔总部的访问让我们更有信心，鉴于我们从工程/技术角度看到/学到的东西，戴尔公司仍将是这个加速发展的市场中为数不多的主要赢家之一。根据管理层透露，戴尔公司目前几乎参与了所有二级CSP和主权国家的人工智能基础设施建设机会，其中大部分交易涉及大型加速计算训练集群的建设。就云服务设施建设（Cloud Service Providers，简称CSP）而言，需求仍然非常强劲，并有可能在2025年加速增长：根据管理层的说法，戴尔在大型主权国家的中标率应与二级CSP市场类似，二级CSP市场的中标率很高，而且今年还在增加。企业人工智能服务器的需求可能会紧随主权国家之后，尽管戴尔已经拥有数百家企业人工智能服务器客户。总之，这意味着下半年和2025年会出现强劲的人工智能服务器需求。随着时间的推移，人工智能服务器的利润率会越来越高有评论认为，从上季度财报来看，戴尔人工智能服务器业务利润疲软。但摩根士丹利相信，随着时间的推移，人工智能服务器的利润率会越来越高：我们认为，戴尔公司的人工智能服务器毛利率与其他主要制造商不相上下，而且管理层重申，戴尔公司并不是该市场的定价侵略者，其定价平均比原始设备制造商高出10%。与此同时，戴尔签署的几乎所有CSP和企业AI服务器交易都包含一层高利润（40%）和粘性服务，这些服务会随着时间的推移而递延和摊销（我们认为服务费占整个系统价格的10%或更少）。重要的是，管理层指出，目前递延的人工智能服务器服务收入比摊销的要多，这意味着随着交易摊销时间表的逐级递减，在其他条件相同的情况下，人工智能服务器的收入和毛利率应该会有所提高。如果我们再加上向主权国家和企业（利润率\"好得多\"）的业务组合转变，以及该业务规模的扩大，我们就会发现，随着时间的推移，AI服务器的利润率会越来越高，这与目前的一致预期背道而驰。存储和PC业务今明年有望回暖对AI之外的存储和PC业务，分析师评论称，戴尔存储硬件利润率较低，拖累了上季度ISG部门的表现，但目前终端市场正在回暖，且戴尔近期推出了一系列新的存储产品，可以重新获得竞争优势：我们相信，戴尔已经为扭转存储业务奠定了基础，因为实际的终端市场似乎已经成熟，今年可以恢复增长，但到2025年（26财年）会有更大幅度的增长。最重要的是，戴尔最近推出了1）PowerStorePrime，以解决在中端市场失去的份额，包括新的4.0全闪存阵列平台、新的软件升级（可提高30%的IOPS、降低20%的延迟和2倍的存储容量）、新的QLCAFA阵列和新的数据保护软件；以及2）ProjectLightning，以解决AI计算附加存储机会，包括针对AI优化的新PowerScale全闪存文件存储（F910）和新的并行文件系统。对于PC业务，分析师相信，微软AI PC的推出，可以推动一轮PC行业的换机潮，尤其是在企业端：PC市场仍将受益于企业的更新换代。诚然，在与管理层的会谈中，我们花在CSG业务上的时间较少，但今年低个位数收入增长的预期保持不变，即使行业分析师在过去3个月中略微下调了对PC单位增长的预测。鉴于戴尔与商用市场的关联度过高，我们认为它将是今年晚些时候到明年企业PC更新（包括Windows EOL升级）的主要受益者之一。鉴于通胀导致的投入成本上升，25财年CSG的利润率可能会按年下降。","news_type":1},"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305781898367168,"gmtCreate":1715688440462,"gmtModify":1715691782803,"author":{"id":"4175810009488282","authorId":"4175810009488282","name":"赔了夫人又折兵","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4175810009488282","idStr":"4175810009488282"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$ </a> 疯狂较量","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$ </a> 疯狂较量","text":"$游戏驿站(GME)$ 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