复利19的个人主页 - 老虎社区

复利19

复利19

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07-19

反向指标

高盛：英伟达财报值得期待，会让AI批判者闭嘴

06-27

$美光科技(MU)$ 今天很多人被迫成为股东

06-24

$美光科技(MU)$ 目标162

06-16

欧美人说了算

OPEC与IEA打嘴仗！全球石油需求何时见顶

05-09

$美国长期国债 7.500% 2024/11/15(US912810ES34.BOND)$ 不用缴税吗

2023-10-12

然后它就跌咯

达美航空Q3营收154.88亿美元，超市场预期

去老虎APP查看更多动态

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3的token计费中赚取约7美元的收入。</p><p>高盛与克雷斯的谈话还包括英伟达下一代Blackwell GPU芯片的预期收入增长。</p><p>高盛预计，来自Blackwell芯片的收入在第三财季将受到限制，“随后在第四财季(1月)和第一财季(4月)会有更大的增长。”</p><p>高盛表示:“克雷斯还表示，在可预见的未来，数据中心设施空间、电力和冷却等投入——这些都是投资者经常提出的问题，因为这与客户建立大规模数据中心的能力有关——不太可能破坏公司的增长轨迹。”</p><p>总体而言，高盛表示，有信心英伟达将带来积极的收益惊喜，提振下个月公布业绩时的每股收益修正为积极的。</p><p>高盛表示:“会议强化了我们对正在进行的新一代人工智能支出周期的可持续性，以及英伟达通过在计算、网络和软件领域持续快速创新保持其领导地位的能力的信念。”</p></body></html>","source":"stock_zhitongcaijing","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>高盛：英伟达财报值得期待，会让AI批判者闭嘴</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1153091.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"source_url":"http://www.zhitongcaijing.com/content/detail/1153091.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2452344388","content_text":"7月19日，在与英伟达首席财务官科莱特•克雷斯(Colette Kress)会面后，高盛重申对该公司“买入”评级，并给予135美元目标价。高盛表示，英伟达计划强调其终端用户从越来越多地使用其支持人工智能的GPU芯片中获得的利润。市场越来越担心，尽管在英伟达的人工智能芯片上花费了数千亿美元，但它给英伟达的客户带来的利润和收入却很少。美国银行本周稍早在一份报告中称，\"终端用户公司及其投资者将很快寻找收入，以证明已经花费的5000亿美元是合理的，\"“没有人否认计算能力。但在围绕最新芯片的最后一轮疯狂反弹之后，投资者可能开始怀疑近期的经济状况。”高盛表示:“为了帮助投资者了解客户的投资回报率概况，克雷斯指出，与他们在最近一次财报电话会议上分享Meta数据的方式类似，他们打算在下次财报电话会议上提供客户的投资回报率指标，目的是向投资者灌输信心。”在上次财报电话会议上，英伟达表示，托管Llama 3模型的API供应商每花费1美元在英伟达HGX H200服务器上，就可在未来四年内从Llama 3的token计费中赚取约7美元的收入。高盛与克雷斯的谈话还包括英伟达下一代Blackwell 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今天很多人被迫成为股东","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321204662599744","isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320283943420152,"gmtCreate":1719226975529,"gmtModify":1719234198531,"author":{"id":"4607170689208","authorId":"4607170689208","name":"复利19","avatar":"https://static.laohu8.com/tiger_upload_file_1449419154.png","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a> 目标162","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a> 目标162","text":"$美光科技(MU)$ 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11:11","market":"fut","language":"zh","title":"OPEC与IEA打嘴仗！全球石油需求何时见顶","url":"https://stock-news.laohu8.com/highlight/detail?id=2443943094","media":"金融时报","summary":"近年来，随着电动汽车以及清洁能源的迅速发展，各界对于全球石油市场的前景争论不休。国际能源署(IEA)在最新发布的2024年中期石油市场报告中表示，随着需求增长放缓和供应激增，预计到2030 ...","content":"<html><body><div>\n<p><img src=\"http://e.thsi.cn/img/c6fe0630c1c812e7\"/></p><p><img src=\"http://e.thsi.cn/img/df42eb123a92fc16\"/></p><p>　　近年来，随着电动汽车以及清洁能源的迅速发展，各界对于全球石油市场的前景争论不休。国际能源署(IEA)在最新发布的2024年中期石油市场报告中表示，随着需求增长放缓和供应激增，预计到2030年全球石油市场将面临严重的供应过剩。</p><p>　　 IEA署长法提赫.比罗尔表示，随着清洁能源转型推进，以及一些主要经济体经济结构转变，全球石油需求增长正在放缓，并将在2030年达到峰值。</p><p>　　对于全球石油需求将在2030年达到峰值的判断，石油输出国组织(OPEC)不屑一顾。OPEC秘书长盖斯撰文指出，OPEC在长期预测中认为石油需求不会达到顶峰，预计到2045年石油需求将增长到1.16亿桶/日，甚至可能更高。而IEA的报告则是“危险的评论，尤其是对消费者而言，只会导致潜在的前所未有的能源价格波动”。</p><p>　　“根据我们目前观察到的实际趋势，我们预计在本十年末，石油需求并不会达到峰值。全球仍有数十亿人尚未获得能源，而石油需求的增长态势仍在继续。”盖斯表示。</p><p>　　在最新发布的月报中，OPEC坚持其对2024年全球石油需求相对强劲增长的预测。具体而言，OPEC预计，2024年全球石油需求将增加225万桶/日，2025年将增加185万桶/日。</p><p><img src=\"http://e.thsi.cn/img/6a46bea66743ba51\"/></p>\n<p><strong>关注<a href=\"https://laohu8.com/S/300033\">同花顺</a>财经（ths518），获取更多机会</strong></p>\n<span></span>\n</div></body></html>","source":"ths_fut","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>OPEC与IEA打嘴仗！全球石油需求何时见顶</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\">\nOPEC与IEA打嘴仗！全球石油需求何时见顶\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-16 11:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://news.10jqka.com.cn/20240616/c658872142.shtml><strong>金融时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近年来，随着电动汽车以及清洁能源的迅速发展，各界对于全球石油市场的前景争论不休。国际能源署(IEA)在最新发布的2024年中期石油市场报告中表示，随着需求增长放缓和供应激增，预计到2030年全球石油市场将面临严重的供应过剩。　　 IEA署长法提赫.比罗尔表示，随着清洁能源转型推进，以及一些主要经济体经济结构转变，全球石油需求增长正在放缓，并将在2030年达到峰值。　　对于全球石油需求将在2030年...</p>\n\n<a href=\"http://news.10jqka.com.cn/20240616/c658872142.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DDG":"ProShares做空石油与天然气ETF","SCO":"二倍做空彭博原油指数ETF","USO":"美国原油ETF","DWT":"三倍做空原油ETN","DUG":"二倍做空石油与天然气ETF(ProShares)","UCO":"二倍做多彭博原油ETF"},"source_url":"http://news.10jqka.com.cn/20240616/c658872142.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2443943094","content_text":"近年来，随着电动汽车以及清洁能源的迅速发展，各界对于全球石油市场的前景争论不休。国际能源署(IEA)在最新发布的2024年中期石油市场报告中表示，随着需求增长放缓和供应激增，预计到2030年全球石油市场将面临严重的供应过剩。　　 IEA署长法提赫.比罗尔表示，随着清洁能源转型推进，以及一些主要经济体经济结构转变，全球石油需求增长正在放缓，并将在2030年达到峰值。　　对于全球石油需求将在2030年达到峰值的判断，石油输出国组织(OPEC)不屑一顾。OPEC秘书长盖斯撰文指出，OPEC在长期预测中认为石油需求不会达到顶峰，预计到2045年石油需求将增长到1.16亿桶/日，甚至可能更高。而IEA的报告则是“危险的评论，尤其是对消费者而言，只会导致潜在的前所未有的能源价格波动”。　　“根据我们目前观察到的实际趋势，我们预计在本十年末，石油需求并不会达到峰值。全球仍有数十亿人尚未获得能源，而石油需求的增长态势仍在继续。”盖斯表示。　　在最新发布的月报中，OPEC坚持其对2024年全球石油需求相对强劲增长的预测。具体而言，OPEC预计，2024年全球石油需求将增加225万桶/日，2025年将增加185万桶/日。\n关注同花顺财经（ths518），获取更多机会","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303950670434304,"gmtCreate":1715226959369,"gmtModify":1715228347878,"author":{"id":"4607170689208","authorId":"4607170689208","name":"复利19","avatar":"https://static.laohu8.com/tiger_upload_file_1449419154.png","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/US912810ES34.BOND\">$美国长期国债 7.500% 2024/11/15(US912810ES34.BOND)$ </a> 不用缴税吗","listText":"<a href=\"https://laohu8.com/S/US912810ES34.BOND\">$美国长期国债 7.500% 2024/11/15(US912810ES34.BOND)$ </a> 不用缴税吗","text":"$美国长期国债 7.500% 2024/11/15(US912810ES34.BOND)$ 不用缴税吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303950670434304","isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":229796859412784,"gmtCreate":1697121431097,"gmtModify":1697121572782,"author":{"id":"4607170689208","authorId":"4607170689208","name":"复利19","avatar":"https://static.laohu8.com/tiger_upload_file_1449419154.png","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"然后它就跌咯","listText":"然后它就跌咯","text":"然后它就跌咯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/229796859412784","repostId":"1176102328","repostType":2,"repost":{"id":"1176102328","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":1697106863,"share":"https://www.laohu8.com/m/news/1176102328?lang=&edition=full","pubTime":"2023-10-12 18:34","market":"other","language":"zh","title":"达美航空Q3营收154.88亿美元，超市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1176102328","media":"老虎资讯综合","summary":"净利润11.08亿美元，市场预期12.78亿美元，去年同期6.95亿美元。","content":"<html><head></head><body><p>10月12日，<a href=\"https://laohu8.com/S/DAL\">达美航空</a>发布2023年第三季度业绩。财报显示，第三季度营收154.88亿美元，市场预期145.6亿美元，去年同期139.75亿美元；净利润11.08亿美元，市场预期12.78亿美元，去年同期6.95亿美元；每股收益1.72美元，市场预期1.99美元，去年同期1.08美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c467ec17f9b8cec4975acff11e388ce9\" tg-width=\"1063\" tg-height=\"762\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aa19c30a0f69e99c0a66cc41fc34c43\" tg-width=\"1044\" tg-height=\"478\"/></p><p>财报发布后，达美航空盘前拉升，一度涨逾2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba9817ba0b88cc5115a8068f65022f38\" title=\"\" tg-width=\"858\" tg-height=\"829\"/></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>达美航空Q3营收154.88亿美元，超市场预期</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达美航空Q3营收154.88亿美元，超市场预期\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\">2023-10-12 18:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月12日，<a href=\"https://laohu8.com/S/DAL\">达美航空</a>发布2023年第三季度业绩。财报显示，第三季度营收154.88亿美元，市场预期145.6亿美元，去年同期139.75亿美元；净利润11.08亿美元，市场预期12.78亿美元，去年同期6.95亿美元；每股收益1.72美元，市场预期1.99美元，去年同期1.08美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c467ec17f9b8cec4975acff11e388ce9\" tg-width=\"1063\" tg-height=\"762\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aa19c30a0f69e99c0a66cc41fc34c43\" tg-width=\"1044\" tg-height=\"478\"/></p><p>财报发布后，达美航空盘前拉升，一度涨逾2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba9817ba0b88cc5115a8068f65022f38\" title=\"\" tg-width=\"858\" tg-height=\"829\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b2f088d230444b2d6edd1db4564414ef","relate_stocks":{"DAL":"达美航空"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176102328","content_text":"10月12日，达美航空发布2023年第三季度业绩。财报显示，第三季度营收154.88亿美元，市场预期145.6亿美元，去年同期139.75亿美元；净利润11.08亿美元，市场预期12.78亿美元，去年同期6.95亿美元；每股收益1.72美元，市场预期1.99美元，去年同期1.08美元。财报发布后，达美航空盘前拉升，一度涨逾2%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":303950670434304,"gmtCreate":1715226959369,"gmtModify":1715228347878,"author":{"id":"4607170689208","authorId":"4607170689208","name":"复利19","avatar":"https://static.laohu8.com/tiger_upload_file_1449419154.png","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/US912810ES34.BOND\">$美国长期国债 7.500% 2024/11/15(US912810ES34.BOND)$ </a> 不用缴税吗","listText":"<a href=\"https://laohu8.com/S/US912810ES34.BOND\">$美国长期国债 7.500% 2024/11/15(US912810ES34.BOND)$ </a> 不用缴税吗","text":"$美国长期国债 7.500% 2024/11/15(US912810ES34.BOND)$ 不用缴税吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303950670434304","isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320283943420152,"gmtCreate":1719226975529,"gmtModify":1719234198531,"author":{"id":"4607170689208","authorId":"4607170689208","name":"复利19","avatar":"https://static.laohu8.com/tiger_upload_file_1449419154.png","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a> 目标162","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a> 目标162","text":"$美光科技(MU)$ 目标162","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/320283943420152","isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321204662599744,"gmtCreate":1719449318836,"gmtModify":1719449320290,"author":{"id":"4607170689208","authorId":"4607170689208","name":"复利19","avatar":"https://static.laohu8.com/tiger_upload_file_1449419154.png","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a> 今天很多人被迫成为股东","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a> 今天很多人被迫成为股东","text":"$美光科技(MU)$ 今天很多人被迫成为股东","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321204662599744","isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329192512413944,"gmtCreate":1721399737505,"gmtModify":1721399739567,"author":{"id":"4607170689208","authorId":"4607170689208","name":"复利19","avatar":"https://static.laohu8.com/tiger_upload_file_1449419154.png","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"反向指标","listText":"反向指标","text":"反向指标","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329192512413944","repostId":"2452344388","repostType":2,"repost":{"id":"2452344388","pubTimestamp":1721379000,"share":"https://www.laohu8.com/m/news/2452344388?lang=&edition=full","pubTime":"2024-07-19 16:50","market":"us","language":"zh","title":"高盛：英伟达财报值得期待，会让AI批判者闭嘴","url":"https://stock-news.laohu8.com/highlight/detail?id=2452344388","media":"智通财经","summary":"智通财经APP获悉，在与英伟达首席财务官科莱特克雷斯会面后，高盛重申对该公司“买入”评级，并给予135美元目标价。高盛表示，英伟达计划强调其终端用户从越来越多地使用其支持人工智能的GPU芯片中获得的利润。高盛与克雷斯的谈话还包括英伟达下一代Blackwell GPU芯片的预期收入增长。总体而言，高盛表示，有信心英伟达将带来积极的收益惊喜，提振下个月公布业绩时的每股收益修正为积极的。","content":"<html><head></head><body><p>7月19日，在与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>首席财务官科莱特•克雷斯(Colette Kress)会面后，<a href=\"https://laohu8.com/S/GS\">高盛</a>重申对该公司“买入”评级，并给予135美元目标价。</p><p>高盛表示，英伟达计划强调其终端用户从越来越多地使用其支持人工智能的GPU芯片中获得的利润。</p><p>市场越来越担心，尽管在英伟达的人工智能芯片上花费了数千亿美元，但它给英伟达的客户带来的利润和收入却很少。</p><p>美国银行本周稍早在一份报告中称，&#34;终端用户公司及其投资者将很快寻找收入，以证明已经花费的5000亿美元是合理的，&#34;“没有人否认计算能力。但在围绕最新芯片的最后一轮疯狂反弹之后，投资者可能开始怀疑近期的经济状况。”</p><p><strong>高盛表示:“为了帮助投资者了解客户的投资回报率概况，克雷斯指出，与他们在最近一次财报电话会议上分享Meta数据的方式类似，他们打算在下次财报电话会议上提供客户的投资回报率指标，目的是向投资者灌输信心。”</strong></p><p>在上次财报电话会议上，英伟达表示，托管Llama 3模型的API供应商每花费1美元在英伟达HGX H200服务器上，就可在未来四年内从Llama 3的token计费中赚取约7美元的收入。</p><p>高盛与克雷斯的谈话还包括英伟达下一代Blackwell GPU芯片的预期收入增长。</p><p>高盛预计，来自Blackwell芯片的收入在第三财季将受到限制，“随后在第四财季(1月)和第一财季(4月)会有更大的增长。”</p><p>高盛表示:“克雷斯还表示，在可预见的未来，数据中心设施空间、电力和冷却等投入——这些都是投资者经常提出的问题，因为这与客户建立大规模数据中心的能力有关——不太可能破坏公司的增长轨迹。”</p><p>总体而言，高盛表示，有信心英伟达将带来积极的收益惊喜，提振下个月公布业绩时的每股收益修正为积极的。</p><p>高盛表示:“会议强化了我们对正在进行的新一代人工智能支出周期的可持续性，以及英伟达通过在计算、网络和软件领域持续快速创新保持其领导地位的能力的信念。”</p></body></html>","source":"stock_zhitongcaijing","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>高盛：英伟达财报值得期待，会让AI批判者闭嘴</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1153091.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"source_url":"http://www.zhitongcaijing.com/content/detail/1153091.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2452344388","content_text":"7月19日，在与英伟达首席财务官科莱特•克雷斯(Colette Kress)会面后，高盛重申对该公司“买入”评级，并给予135美元目标价。高盛表示，英伟达计划强调其终端用户从越来越多地使用其支持人工智能的GPU芯片中获得的利润。市场越来越担心，尽管在英伟达的人工智能芯片上花费了数千亿美元，但它给英伟达的客户带来的利润和收入却很少。美国银行本周稍早在一份报告中称，\"终端用户公司及其投资者将很快寻找收入，以证明已经花费的5000亿美元是合理的，\"“没有人否认计算能力。但在围绕最新芯片的最后一轮疯狂反弹之后，投资者可能开始怀疑近期的经济状况。”高盛表示:“为了帮助投资者了解客户的投资回报率概况，克雷斯指出，与他们在最近一次财报电话会议上分享Meta数据的方式类似，他们打算在下次财报电话会议上提供客户的投资回报率指标，目的是向投资者灌输信心。”在上次财报电话会议上，英伟达表示，托管Llama 3模型的API供应商每花费1美元在英伟达HGX H200服务器上，就可在未来四年内从Llama 3的token计费中赚取约7美元的收入。高盛与克雷斯的谈话还包括英伟达下一代Blackwell GPU芯片的预期收入增长。高盛预计，来自Blackwell芯片的收入在第三财季将受到限制，“随后在第四财季(1月)和第一财季(4月)会有更大的增长。”高盛表示:“克雷斯还表示，在可预见的未来，数据中心设施空间、电力和冷却等投入——这些都是投资者经常提出的问题，因为这与客户建立大规模数据中心的能力有关——不太可能破坏公司的增长轨迹。”总体而言，高盛表示，有信心英伟达将带来积极的收益惊喜，提振下个月公布业绩时的每股收益修正为积极的。高盛表示:“会议强化了我们对正在进行的新一代人工智能支出周期的可持续性，以及英伟达通过在计算、网络和软件领域持续快速创新保持其领导地位的能力的信念。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317361508393232,"gmtCreate":1718520009380,"gmtModify":1718528840032,"author":{"id":"4607170689208","authorId":"4607170689208","name":"复利19","avatar":"https://static.laohu8.com/tiger_upload_file_1449419154.png","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"欧美人说了算","listText":"欧美人说了算","text":"欧美人说了算","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317361508393232","repostId":"2443943094","repostType":2,"repost":{"id":"2443943094","pubTimestamp":1718507476,"share":"https://www.laohu8.com/m/news/2443943094?lang=&edition=full","pubTime":"2024-06-16 11:11","market":"fut","language":"zh","title":"OPEC与IEA打嘴仗！全球石油需求何时见顶","url":"https://stock-news.laohu8.com/highlight/detail?id=2443943094","media":"金融时报","summary":"近年来，随着电动汽车以及清洁能源的迅速发展，各界对于全球石油市场的前景争论不休。国际能源署(IEA)在最新发布的2024年中期石油市场报告中表示，随着需求增长放缓和供应激增，预计到2030 ...","content":"<html><body><div>\n<p><img src=\"http://e.thsi.cn/img/c6fe0630c1c812e7\"/></p><p><img src=\"http://e.thsi.cn/img/df42eb123a92fc16\"/></p><p>　　近年来，随着电动汽车以及清洁能源的迅速发展，各界对于全球石油市场的前景争论不休。国际能源署(IEA)在最新发布的2024年中期石油市场报告中表示，随着需求增长放缓和供应激增，预计到2030年全球石油市场将面临严重的供应过剩。</p><p>　　 IEA署长法提赫.比罗尔表示，随着清洁能源转型推进，以及一些主要经济体经济结构转变，全球石油需求增长正在放缓，并将在2030年达到峰值。</p><p>　　对于全球石油需求将在2030年达到峰值的判断，石油输出国组织(OPEC)不屑一顾。OPEC秘书长盖斯撰文指出，OPEC在长期预测中认为石油需求不会达到顶峰，预计到2045年石油需求将增长到1.16亿桶/日，甚至可能更高。而IEA的报告则是“危险的评论，尤其是对消费者而言，只会导致潜在的前所未有的能源价格波动”。</p><p>　　“根据我们目前观察到的实际趋势，我们预计在本十年末，石油需求并不会达到峰值。全球仍有数十亿人尚未获得能源，而石油需求的增长态势仍在继续。”盖斯表示。</p><p>　　在最新发布的月报中，OPEC坚持其对2024年全球石油需求相对强劲增长的预测。具体而言，OPEC预计，2024年全球石油需求将增加225万桶/日，2025年将增加185万桶/日。</p><p><img src=\"http://e.thsi.cn/img/6a46bea66743ba51\"/></p>\n<p><strong>关注<a href=\"https://laohu8.com/S/300033\">同花顺</a>财经（ths518），获取更多机会</strong></p>\n<span></span>\n</div></body></html>","source":"ths_fut","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>OPEC与IEA打嘴仗！全球石油需求何时见顶</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\">\nOPEC与IEA打嘴仗！全球石油需求何时见顶\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-16 11:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://news.10jqka.com.cn/20240616/c658872142.shtml><strong>金融时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近年来，随着电动汽车以及清洁能源的迅速发展，各界对于全球石油市场的前景争论不休。国际能源署(IEA)在最新发布的2024年中期石油市场报告中表示，随着需求增长放缓和供应激增，预计到2030年全球石油市场将面临严重的供应过剩。　　 IEA署长法提赫.比罗尔表示，随着清洁能源转型推进，以及一些主要经济体经济结构转变，全球石油需求增长正在放缓，并将在2030年达到峰值。　　对于全球石油需求将在2030年...</p>\n\n<a href=\"http://news.10jqka.com.cn/20240616/c658872142.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DDG":"ProShares做空石油与天然气ETF","SCO":"二倍做空彭博原油指数ETF","USO":"美国原油ETF","DWT":"三倍做空原油ETN","DUG":"二倍做空石油与天然气ETF(ProShares)","UCO":"二倍做多彭博原油ETF"},"source_url":"http://news.10jqka.com.cn/20240616/c658872142.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2443943094","content_text":"近年来，随着电动汽车以及清洁能源的迅速发展，各界对于全球石油市场的前景争论不休。国际能源署(IEA)在最新发布的2024年中期石油市场报告中表示，随着需求增长放缓和供应激增，预计到2030年全球石油市场将面临严重的供应过剩。　　 IEA署长法提赫.比罗尔表示，随着清洁能源转型推进，以及一些主要经济体经济结构转变，全球石油需求增长正在放缓，并将在2030年达到峰值。　　对于全球石油需求将在2030年达到峰值的判断，石油输出国组织(OPEC)不屑一顾。OPEC秘书长盖斯撰文指出，OPEC在长期预测中认为石油需求不会达到顶峰，预计到2045年石油需求将增长到1.16亿桶/日，甚至可能更高。而IEA的报告则是“危险的评论，尤其是对消费者而言，只会导致潜在的前所未有的能源价格波动”。　　“根据我们目前观察到的实际趋势，我们预计在本十年末，石油需求并不会达到峰值。全球仍有数十亿人尚未获得能源，而石油需求的增长态势仍在继续。”盖斯表示。　　在最新发布的月报中，OPEC坚持其对2024年全球石油需求相对强劲增长的预测。具体而言，OPEC预计，2024年全球石油需求将增加225万桶/日，2025年将增加185万桶/日。\n关注同花顺财经（ths518），获取更多机会","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":229796859412784,"gmtCreate":1697121431097,"gmtModify":1697121572782,"author":{"id":"4607170689208","authorId":"4607170689208","name":"复利19","avatar":"https://static.laohu8.com/tiger_upload_file_1449419154.png","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"然后它就跌咯","listText":"然后它就跌咯","text":"然后它就跌咯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/229796859412784","repostId":"1176102328","repostType":2,"isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}