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贪婪不是我兄弟
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贪婪不是我兄弟
贪婪不是我兄弟
·
2025-12-02
崩富婆保养小三呗，小白脸暴发户不都这么干
英伟达的疯狂账本：一边收割巨头，一边“包养”OpenAI
所有AI公司都在为它的GPU付账，用户最终为这条链买单。巨头为了继续做AI，只能把算力成本摊给用户。与此同时，Nvidia的的现金储备也在持续膨胀。从2023年初大约130亿美元，上升到今年10月底的600亿美元。它们的资本开支成倍增长，而自由现金流却被显著压缩。
英伟达的疯狂账本：一边收割巨头，一边“包养”OpenAI
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贪婪不是我兄弟
贪婪不是我兄弟
·
2025-02-05
给英伟达留点活路吧，不能光顾着自己垄断市场，请把踩在上面的脚拿开给英伟达一条活路创造一个更健康的竞争环境
非常抱歉，此主贴已删除
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贪婪不是我兄弟
贪婪不是我兄弟
·
2024-10-18
$京东(JD)$
出甚莫事了[疑问]
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贪婪不是我兄弟
贪婪不是我兄弟
·
2024-10-03
"美联储继续大幅加息...." 这都闭着眼睛胡写是么？
异动解读 | 京东盘前大跌 外资机构担忧美联储加息
京东 今日盘前大跌5.02%,引发市场广泛关注。首先,在港股昨日大涨后,出现了获利回吐的情况,拖累了科技股的表现,京东 作为科技龙头股之一难免受到波及。此外,有关数据显示港股资金出现大规模流出,这也是导致京东等个股大幅下挫的重要因素。另外,也有机构预计港股波动性将会增强,存在着高位获利回吐的压力。在这种预期下,外资机构做出了提前获利离场的选择,进一步加剧了京东等权重股的跌幅。
异动解读 | 京东盘前大跌 外资机构担忧美联储加息
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贪婪不是我兄弟
贪婪不是我兄弟
·
2024-09-04
这苏姿丰你不认识？有能力的女人gap多长时间都能找到工作，能hire到她是英特尔的幸运
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贪婪不是我兄弟
贪婪不是我兄弟
·
2024-07-28
看完视频，当这哥们的亲友和这哥们的dick实在太倒霉了
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贪婪不是我兄弟
贪婪不是我兄弟
·
2024-07-28
把“八月”从日历上撕了，不过八月
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贪婪不是我兄弟
贪婪不是我兄弟
·
2024-07-10
巴菲特之所以是巴菲特是因为他不会蠢到去主攻A股。就好比证明你是一个合格的理财者的标准之一是你不会把你所有资产全部梭哈一把21点，和你玩21点能不能赚钱没有关系。
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贪婪不是我兄弟
贪婪不是我兄弟
·
2022-03-15
$拼多多(PDD)$
如此为买家着想的优质电商公司，现在不拆底支持一下还等什么呢？买不着俄国公司买这个其实都差不多
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贪婪不是我兄弟
贪婪不是我兄弟
·
2022-03-12
$Rivian Automotive, Inc.(RIVN)$
特斯拉杀手变成了索罗斯杀手？
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07:22","market":"us","language":"zh","title":"英伟达的疯狂账本：一边收割巨头，一边“包养”OpenAI","url":"https://stock-news.laohu8.com/highlight/detail?id=1197032672","media":"新智元","summary":"所有AI公司都在为它的GPU付账，用户最终为这条链买单。巨头为了继续做AI，只能把算力成本摊给用户。与此同时，Nvidia的的现金储备也在持续膨胀。从2023年初大约130亿美元，上升到今年10月底的600亿美元。它们的资本开支成倍增长，而自由现金流却被显著压缩。","content":"<html><head></head><body><blockquote><p>导读：ChatGPT涨价、免费额度缩水，骂归骂，很多人还是没搞懂：到底谁在拿走我们的钱？其实，涨价的真正推手不是OpenAI，而是用GPU锁住AI底价的英伟达。</p></blockquote><p>ChatGPT涨价的讨论又冲上了首页。</p><p>Plus到手价从20美元涨到22美元、美区Team从25美元涨到30美元，Claude在20美元的Pro之外，又新增了30美元的Team档和Max档，</p><p>有人骂贵，有人觉得情有可原，更多人开始意识到：AI正在进入一个「越用越贵」的时代。</p><p>可顺着成本链条往下看，会发现涨价的真正推手既不是OpenAI，也不是Anthropic，而是Nvidia。</p><p>所有AI公司都在为它的GPU付账，用户最终为这条链买单。</p><p><strong>涨价的起点：算力被Nvidia推上去了</strong></p><p>外界把涨价的矛头指向OpenAI，可真正把整个行业往贵的方向推的，是算力成本。</p><p>把「算力」 这两个字拆开看，其实就是三个字：<strong>英伟达</strong>。</p><p>据The Information报道，这一轮涨价背后，是Nvidia的现金流在过去两年里出现了几乎前所未有的爆炸性增长。</p><p>截至2023年1月，它的自由现金流只有38亿美元；到了明年，预计会飙到965亿美元，三年复合增长率高达194%。</p><p>短短四年，它的自由现金流放大了二十多倍。</p><p>这种增速，在1990年以来的大型科技公司里都极为罕见，能勉强靠近的只有iPod刚问世那几年的苹果，但幅度仍不及Nvidia。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a55a36c875ca003df8d35d3a13799d57\" alt=\"Nvidia的自由现金流在四年内接近百倍暴涨，远超Meta与Apple在各自巅峰时期的增速\" title=\"Nvidia的自由现金流在四年内接近百倍暴涨，远超Meta与Apple在各自巅峰时期的增速\" tg-width=\"775\" tg-height=\"584\"/><span>Nvidia的自由现金流在四年内接近百倍暴涨，远超Meta与Apple在各自巅峰时期的增速</span></p><p>这种增长不是凭空出现。</p><p>2023年ChatGPT爆火后，全球科技公司一齐冲向Nvidia订购AI芯片。</p><p>Google、Meta、微软、亚马逊在AI上的投入全面上升，它们疯狂扩建数据中心、抢购GPU，Nvidia直接变成算力时代的核心供货商。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4cedbf965398f0fcf2c692784fd9f4b\" alt=\"ChatGPT点燃AI浪潮后，Nvidia的营收与自由现金流在四年内直线上冲，远超资本开支的增幅，形成史无前例的「现金喷泉」\" title=\"ChatGPT点燃AI浪潮后，Nvidia的营收与自由现金流在四年内直线上冲，远超资本开支的增幅，形成史无前例的「现金喷泉」\" tg-width=\"789\" tg-height=\"558\"/><span>ChatGPT点燃AI浪潮后，Nvidia的营收与自由现金流在四年内直线上冲，远超资本开支的增幅，形成史无前例的「现金喷泉」</span></p><p>The Information在报道里提到一个关键趋势：谷歌、Meta、亚马逊和微软因为大规模购入Nvidia的GPU，自身的自由现金流被明显压低，可用来维持「免费服务」的现金池变小了。</p><p>我们看到的那些「免费额度减少」「会员涨价」「高级模型限流」，都和这一点息息相关。</p><p>巨头为了继续做AI，只能把算力成本摊给用户。</p><p>与此同时，Nvidia的的现金储备也在持续膨胀。从2023年初大约130亿美元，上升到今年10月底的600亿美元。</p><p>分析师预计，从现在到2030年，Nvidia累计会创造接近8500亿美元自由现金流。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1772a52af39964006037a071b4d2e30d\" alt=\"分析师预计Nvidia在2027—2030年的自由现金流将持续走高，到2030年逼近3000亿美元\" title=\"分析师预计Nvidia在2027—2030年的自由现金流将持续走高，到2030年逼近3000亿美元\" tg-width=\"1080\" tg-height=\"804\"/><span>分析师预计Nvidia在2027—2030年的自由现金流将持续走高，到2030年逼近3000亿美元</span></p><p>这一总量，被认为已经明显高于分析师对Google、亚马逊、Meta、微软同一时期自由现金流的预期，也高于苹果被预计产生的自由现金流。</p><p><strong>现金被掏空：巨头把成本转嫁给用户</strong></p><p>当Nvidia的现金曲线开始向上「跳档」时，产业链的另一边已经有些吃不消了。</p><p>Google、Meta、微软、亚马逊这几家最能赚钱的公司，过去两年都在加速扩建AI计算集群。</p><p>它们的资本开支成倍增长，而自由现金流却被显著压缩。</p><p>也就是说，它们花的钱比以前多，手里能自由支配的现金却比以前少。</p><p>这个变化直接影响了整个AI服务的收费方式。</p><p>在此之前，巨头还能靠广告、云服务、硬件补贴用户，让产品保持免费。</p><p>但当数据中心不断扩建、GPU价格居高不下，它们第一次发现：AI服务不能再无限免费了。</p><p>于是我们就看到：强模型被放进更贵的付费层，免费额度开始收紧，订阅费一点点往上挪。</p><p>这些公司的商业模式没什么本质变化，它们只是被迫承认一个现实——算力成本持续上升，如果价格不调整，就只能长期亏钱。</p><p>更关键的是，Nvidia不只卖芯片，它还在投资、扶持整条下游链条。</p><p>Anthropic、CoreWeave、Lambda这些云和模型公司，都在它的生态之内；最近它和微软一起宣布，未来几年最高会向Anthropic投入150亿美元，其中Nvidia自己的部分最高可达100亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6813c7090e8a8e8a0247e4ebf7a79d15\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"457\"/></p><p>有这么多的需求，GPU的价格就很难往下走。</p><p>巨头买GPU的成本压不下来，AI产品自然也不可能回到过去那种「想用多少用多少」的时代。</p><p><strong>供应商变金主：Nvidia把AI底价锁死了</strong></p><p>所以问题已经不再是「为什么涨价」，而是：<strong>为什么未来几年AI的价格都很难降下来。</strong></p><p>原因不是市场竞争不够，而是Nvidia已经在用另一套逻辑，把整个AI行业的基础结构提前固定住了。</p><p>The Information提到Nvidia的几个关键操作：</p><ul style=\"list-style-type: disc;\"><li><p>向Anthropic投入100亿美元</p></li><li><p>与OpenAI商谈规模高达千亿美元级别的长期合作；</p></li><li><p>支持CoreWeave、Lambda等云厂商扩建算力</p></li><li><p>替一家云公司担保数据中心租约，换取未来的GPU订单</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b892898be080f009fa9587036e323bf\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"608\"/></p><p>这些看起来像是财务投资，实质是一种「提前绑定」：谁来买卡、买多久、买多少，Nvidia都提前把关系锁好了。</p><p>被绑定的公司规模越大，算力需求越高，Nvidia的收益也越高。</p><p>再叠加CUDA的生态壁垒、台积电的产能限制、替代方案的落地周期这些现实因素，很容易得出的结论：行业短期内根本离不开Nvidia。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e07cfa7897063801a01bbd409325df43\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"538\"/></p><p>一旦离不开，成本就不会降。</p><p>就算巨头有心拉低价格，也会被供不应求的 GPU 和已经锁定的产能限制。</p><p>对用户来说，这意味着AI会越来越强，但「免费时代」几乎不可能回来了；更好的模型，会停在更高的价格层；按量计费会变成常态。</p><p>整个行业已经切到一条不会轻易反转的轨道上。</p><p>成本不会突然降低，价格自然也不会。</p><p>过去一年，我们习惯把AI看作一种「能力爆发」，但Nvidia的曲线提醒我们，背后还有一场静悄悄的基础设施重构。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b0238d6b313a65aeb5f4a89e22519d3\" alt=\"\" title=\"\" tg-width=\"813\" tg-height=\"426\"/></p><p>当算力被锁定，当供应链被提前写入未来，当整个行业都围着同一个底层旋转——价格就不再只是市场行为，而是一种结构性趋势。</p><p>你的时间、你的技能、你的效率，也会在这条曲线里被重新定价。</p><p>成本会上升，但它推动的，未必只有负担，也可能是价值的整体抬升。</p></body></html>","source":"lsy1569730104218","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>英伟达的疯狂账本：一边收割巨头，一边“包养”OpenAI</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英伟达的疯狂账本：一边收割巨头，一边“包养”OpenAI\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-01 07:22 北京时间 <a href=https://mp.weixin.qq.com/s/2bIxoDBI8ellHt6vbdbaVA><strong>新智元</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>导读：ChatGPT涨价、免费额度缩水，骂归骂，很多人还是没搞懂：到底谁在拿走我们的钱？其实，涨价的真正推手不是OpenAI，而是用GPU锁住AI底价的英伟达。ChatGPT涨价的讨论又冲上了首页。Plus到手价从20美元涨到22美元、美区Team从25美元涨到30美元，Claude在20美元的Pro之外，又新增了30美元的Team档和Max档，有人骂贵，有人觉得情有可原，更多人开始意识到：AI...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/2bIxoDBI8ellHt6vbdbaVA\">网页链接</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":"https://mp.weixin.qq.com/s/2bIxoDBI8ellHt6vbdbaVA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197032672","content_text":"导读：ChatGPT涨价、免费额度缩水，骂归骂，很多人还是没搞懂：到底谁在拿走我们的钱？其实，涨价的真正推手不是OpenAI，而是用GPU锁住AI底价的英伟达。ChatGPT涨价的讨论又冲上了首页。Plus到手价从20美元涨到22美元、美区Team从25美元涨到30美元，Claude在20美元的Pro之外，又新增了30美元的Team档和Max档，有人骂贵，有人觉得情有可原，更多人开始意识到：AI正在进入一个「越用越贵」的时代。可顺着成本链条往下看，会发现涨价的真正推手既不是OpenAI，也不是Anthropic，而是Nvidia。所有AI公司都在为它的GPU付账，用户最终为这条链买单。涨价的起点：算力被Nvidia推上去了外界把涨价的矛头指向OpenAI，可真正把整个行业往贵的方向推的，是算力成本。把「算力」 这两个字拆开看，其实就是三个字：英伟达。据The Information报道，这一轮涨价背后，是Nvidia的现金流在过去两年里出现了几乎前所未有的爆炸性增长。截至2023年1月，它的自由现金流只有38亿美元；到了明年，预计会飙到965亿美元，三年复合增长率高达194%。短短四年，它的自由现金流放大了二十多倍。这种增速，在1990年以来的大型科技公司里都极为罕见，能勉强靠近的只有iPod刚问世那几年的苹果，但幅度仍不及Nvidia。Nvidia的自由现金流在四年内接近百倍暴涨，远超Meta与Apple在各自巅峰时期的增速这种增长不是凭空出现。2023年ChatGPT爆火后，全球科技公司一齐冲向Nvidia订购AI芯片。Google、Meta、微软、亚马逊在AI上的投入全面上升，它们疯狂扩建数据中心、抢购GPU，Nvidia直接变成算力时代的核心供货商。ChatGPT点燃AI浪潮后，Nvidia的营收与自由现金流在四年内直线上冲，远超资本开支的增幅，形成史无前例的「现金喷泉」The Information在报道里提到一个关键趋势：谷歌、Meta、亚马逊和微软因为大规模购入Nvidia的GPU，自身的自由现金流被明显压低，可用来维持「免费服务」的现金池变小了。我们看到的那些「免费额度减少」「会员涨价」「高级模型限流」，都和这一点息息相关。巨头为了继续做AI，只能把算力成本摊给用户。与此同时，Nvidia的的现金储备也在持续膨胀。从2023年初大约130亿美元，上升到今年10月底的600亿美元。分析师预计，从现在到2030年，Nvidia累计会创造接近8500亿美元自由现金流。分析师预计Nvidia在2027—2030年的自由现金流将持续走高，到2030年逼近3000亿美元这一总量，被认为已经明显高于分析师对Google、亚马逊、Meta、微软同一时期自由现金流的预期，也高于苹果被预计产生的自由现金流。现金被掏空：巨头把成本转嫁给用户当Nvidia的现金曲线开始向上「跳档」时，产业链的另一边已经有些吃不消了。Google、Meta、微软、亚马逊这几家最能赚钱的公司，过去两年都在加速扩建AI计算集群。它们的资本开支成倍增长，而自由现金流却被显著压缩。也就是说，它们花的钱比以前多，手里能自由支配的现金却比以前少。这个变化直接影响了整个AI服务的收费方式。在此之前，巨头还能靠广告、云服务、硬件补贴用户，让产品保持免费。但当数据中心不断扩建、GPU价格居高不下，它们第一次发现：AI服务不能再无限免费了。于是我们就看到：强模型被放进更贵的付费层，免费额度开始收紧，订阅费一点点往上挪。这些公司的商业模式没什么本质变化，它们只是被迫承认一个现实——算力成本持续上升，如果价格不调整，就只能长期亏钱。更关键的是，Nvidia不只卖芯片，它还在投资、扶持整条下游链条。Anthropic、CoreWeave、Lambda这些云和模型公司，都在它的生态之内；最近它和微软一起宣布，未来几年最高会向Anthropic投入150亿美元，其中Nvidia自己的部分最高可达100亿美元。有这么多的需求，GPU的价格就很难往下走。巨头买GPU的成本压不下来，AI产品自然也不可能回到过去那种「想用多少用多少」的时代。供应商变金主：Nvidia把AI底价锁死了所以问题已经不再是「为什么涨价」，而是：为什么未来几年AI的价格都很难降下来。原因不是市场竞争不够，而是Nvidia已经在用另一套逻辑，把整个AI行业的基础结构提前固定住了。The Information提到Nvidia的几个关键操作：向Anthropic投入100亿美元与OpenAI商谈规模高达千亿美元级别的长期合作；支持CoreWeave、Lambda等云厂商扩建算力替一家云公司担保数据中心租约，换取未来的GPU订单这些看起来像是财务投资，实质是一种「提前绑定」：谁来买卡、买多久、买多少，Nvidia都提前把关系锁好了。被绑定的公司规模越大，算力需求越高，Nvidia的收益也越高。再叠加CUDA的生态壁垒、台积电的产能限制、替代方案的落地周期这些现实因素，很容易得出的结论：行业短期内根本离不开Nvidia。一旦离不开，成本就不会降。就算巨头有心拉低价格，也会被供不应求的 GPU 和已经锁定的产能限制。对用户来说，这意味着AI会越来越强，但「免费时代」几乎不可能回来了；更好的模型，会停在更高的价格层；按量计费会变成常态。整个行业已经切到一条不会轻易反转的轨道上。成本不会突然降低，价格自然也不会。过去一年，我们习惯把AI看作一种「能力爆发」，但Nvidia的曲线提醒我们，背后还有一场静悄悄的基础设施重构。当算力被锁定，当供应链被提前写入未来，当整个行业都围着同一个底层旋转——价格就不再只是市场行为，而是一种结构性趋势。你的时间、你的技能、你的效率，也会在这条曲线里被重新定价。成本会上升，但它推动的，未必只有负担，也可能是价值的整体抬升。","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400332645364120,"gmtCreate":1738763815695,"gmtModify":1738763817906,"author":{"id":"3548338853719110","authorId":"3548338853719110","name":"贪婪不是我兄弟","avatar":"https://static.tigerbbs.com/7532a7f058c8d6087edc029891f6ab70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548338853719110","idStr":"3548338853719110"},"themes":[],"htmlText":"给英伟达留点活路吧，不能光顾着自己垄断市场，请把踩在上面的脚拿开给英伟达一条活路创造一个更健康的竞争环境","listText":"给英伟达留点活路吧，不能光顾着自己垄断市场，请把踩在上面的脚拿开给英伟达一条活路创造一个更健康的竞争环境","text":"给英伟达留点活路吧，不能光顾着自己垄断市场，请把踩在上面的脚拿开给英伟达一条活路创造一个更健康的竞争环境","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/400332645364120","repostId":"2509285053","repostType":2,"isVote":1,"tweetType":1,"viewCount":2936,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4188550895709712","authorId":"4188550895709712","name":"鑫870323","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4188550895709712","idStr":"4188550895709712"},"content":"是谁不给谁活路，搞明白了吗，兄die","text":"是谁不给谁活路，搞明白了吗，兄die","html":"是谁不给谁活路，搞明白了吗，兄die"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361189255975232,"gmtCreate":1729220985599,"gmtModify":1729221401870,"author":{"id":"3548338853719110","authorId":"3548338853719110","name":"贪婪不是我兄弟","avatar":"https://static.tigerbbs.com/7532a7f058c8d6087edc029891f6ab70","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548338853719110","idStr":"3548338853719110"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a> 出甚莫事了[疑问] ","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a> 出甚莫事了[疑问] ","text":"$京东(JD)$ 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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异动解读 | 京东盘前大跌 外资机构担忧美联储加息\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-10-03 21:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>京东 (JD) 今日盘前大跌5.02%,引发市场广泛关注。分析人士认为,这主要源于以下几方面原因:</p>\n\n<p>首先,在港股昨日大涨后,出现了获利回吐的情况,拖累了科技股的表现,京东 (JD) 作为科技龙头股之一难免受到波及。此外,有关数据显示港股资金出现大规模流出,这也是导致京东等个股大幅下挫的重要因素。</p>\n\n<p>其次,美国9月份ADP私营机构新增就业人数远超预期,加剧了市场对美联储继续大幅加息的担忧,打压了高估值科技股的表现。京东作为估值较高的优质科技股,自然也难以幸免。</p>\n\n<p>另外,也有机构预计港股波动性将会增强,存在着高位获利回吐的压力。在这种预期下,外资机构做出了提前获利离场的选择,进一步加剧了京东等权重股的跌幅。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144428604","content_text":"京东 (JD) 今日盘前大跌5.02%,引发市场广泛关注。分析人士认为,这主要源于以下几方面原因:\n首先,在港股昨日大涨后,出现了获利回吐的情况,拖累了科技股的表现,京东 (JD) 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