个人中心 - 老虎社区

BJJH

IP属地：北京

帖子 · 28帖子 · 28
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- BJJHBJJH
  ·11-21
  $UBER 20241122 68.0 PUT$
  145 评论
  点赞
  分享
  举报
- BJJHBJJH
  ·10-15
  $优步(UBER)$
  264 评论
  1
  分享
  举报
- BJJHBJJH
  ·10-05
  $UBER 20241004 72.0 PUT$
  577 评论
  1
  分享
  举报
- BJJHBJJH
  ·09-14
  $优步(UBER)$
  397 1
  1
  分享
  举报
- BJJHBJJH
  ·08-25
  $UBER 20240823 73.0 PUT$
  342 评论
  1
  分享
  举报
- BJJHBJJH
  ·08-16
  $BRK.B 20240816 427.5 PUT$
  246 评论
  1
  分享
  举报
- BJJHBJJH
  ·07-13
  $伯克希尔B(BRK.B)$
  377 评论
  1
  分享
  举报
- BJJHBJJH
  ·06-24
  短期见顶
  失守美股市值第一，英伟达是见顶还是回调？
  问鼎“美股市值第一”后，英伟达股价连续两个交易日出现下跌，6月21日收跌3.22%至126.57美元，周内跌幅约4%——结束了此前八周涨势。年初至今，英伟达股价涨幅高达156%。“英伟达股价在3月初出现过类似走势，导致其股价短暂回调20%。”科技股或受冲击英伟达股价波动将影响整个市场。其中，英伟达市值占比约为7%。不过，有观点认为，只要英伟达的收入和利润以健康速度增长，公司及其他科技股就会继续攀升。
  失守美股市值第一，英伟达是见顶还是回调？
  735 评论
  4
  分享
  举报
- BJJHBJJH
  ·06-21
  $波音(BA)$
  140 评论
  1
  分享
  举报
- BJJHBJJH
  ·06-15
  $BRK.B 20240614 405.0 PUT$
  425 评论
  1
  分享
  举报

热议股票

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

老虎社区侵权投诉指引

中国互联网举报中心·北京互联网举报中心

网络谣言曝光台·扫黄打非举报中心

网络110报警服务

© 2018-2024 老虎社区版权所有

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

qrcode

关注我们

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3548681672386600","uuid":"3548681672386600","gmtCreate":1587622856529,"gmtModify":1614339918167,"name":"BJJH","pinyin":"bjjh","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","hat":"https://static.tigerbbs.com/6444b4970948c1077534c593eccd6d16","hatId":"award-903356ae8ff820105d57f744c8a24396","hatName":"十周年头像框","vip":1,"status":2,"fanSize":1,"headSize":12,"tweetSize":28,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":4,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"45aa8c9032204ad8bee19bb27da4edb8-1","templateUuid":"45aa8c9032204ad8bee19bb27da4edb8","name":"交易笔数","description":"累计达100笔","bigImgUrl":"https://static.tigerbbs.com/f6040a65e0c6e125e4dcfe0101de45ee","smallImgUrl":"https://static.tigerbbs.com/f803dba33fef1aa87b64be09f4f064ee","grayImgUrl":"https://static.tigerbbs.com/5dfa45d4a1e98a2d8c2e1b4253ddd916","redirectLinkEnabled":0,"redirectLink":"https://www.itigerup.com/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.19","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5100},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.02","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"5697d37f217342faaa027fdb5a6e7c12-5","templateUuid":"5697d37f217342faaa027fdb5a6e7c12","name":"单笔平均盈利排行","description":"Top 5%","bigImgUrl":"https://static.tigerbbs.com/11b371f51be5f5ea4808392abb441ff5","smallImgUrl":"https://static.tigerbbs.com/ee729a64671bd9f8eab455f50eb1bb88","grayImgUrl":"https://static.tigerbbs.com/a2051caaa16384dbbb843d164610bb2e","redirectLinkEnabled":0,"redirectLink":"https://www.itigerup.com/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.11","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5200},{"badgeId":"1f74612b6f95455f970edd02b5316db8-4","templateUuid":"1f74612b6f95455f970edd02b5316db8","name":"收益排行","description":"Top 10%","bigImgUrl":"https://static.tigerbbs.com/15d4b5a89fa218ed3a35da1a05874cf6","smallImgUrl":"https://static.tigerbbs.com/16e2b28d75d7746886400fad4f4ec3e3","grayImgUrl":"https://static.tigerbbs.com/6f578d36f80e1a3d9c705f395e522048","redirectLinkEnabled":0,"redirectLink":"https://www.itigerup.com/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.12.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5300},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.40%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.11","exceedPercentage":"80.02%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":8,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.11","exceedPercentage":"80.91%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":7,"crmLevelSwitch":1,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":1,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":373041977160112,"gmtCreate":1732120279907,"gmtModify":1732121101344,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548681672386600","authorIdStr":"3548681672386600"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/UBER 20241122 68.0 PUT\">$UBER 20241122 68.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/UBER 20241122 68.0 PUT\">$UBER 20241122 68.0 PUT$ </a>&nbsp;","text":"$UBER 20241122 68.0 PUT$","images":[{"img":"https://static.tigerbbs.com/0043923e2695cc26e7112fda074ec6f9","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373041977160112","isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":360105208422672,"gmtCreate":1728947991970,"gmtModify":1728947994210,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548681672386600","authorIdStr":"3548681672386600"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UBER\">$优步(UBER)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/UBER\">$优步(UBER)$ </a>&nbsp;","text":"$优步(UBER)$","images":[{"img":"https://static.tigerbbs.com/28345d50b3dc394e84e61a05ab97dd30","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360105208422672","isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":356667301277928,"gmtCreate":1728086444624,"gmtModify":1728086447436,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548681672386600","authorIdStr":"3548681672386600"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/UBER 20241004 72.0 PUT\">$UBER 20241004 72.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/UBER 20241004 72.0 PUT\">$UBER 20241004 72.0 PUT$ </a>&nbsp;","text":"$UBER 20241004 72.0 PUT$","images":[{"img":"https://static.tigerbbs.com/73d3a383ec9d63c7568f22bdd1da7732","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356667301277928","isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":349241389916272,"gmtCreate":1726293685346,"gmtModify":1726293687539,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548681672386600","authorIdStr":"3548681672386600"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UBER\">$优步(UBER)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/UBER\">$优步(UBER)$ </a>&nbsp;","text":"$优步(UBER)$","images":[{"img":"https://static.tigerbbs.com/2b89924ce18cd91851f6a7354c38add7","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/349241389916272","isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4173090799108422","authorId":"4173090799108422","name":"David h","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4173090799108422","authorIdStr":"4173090799108422"},"content":"‌$优步(UBER)$ ‌ 均线MA5 MA 10 如果金叉 ，形成老鸭头形态 予计这两三周会有比较乐观的涨幅","text":"‌$优步(UBER)$ ‌ 均线MA5 MA 10 如果金叉 ，形成老鸭头形态 予计这两三周会有比较乐观的涨幅","html":"‌$优步(UBER)$ ‌ 均线MA5 MA 10 如果金叉 ，形成老鸭头形态 予计这两三周会有比较乐观的涨幅"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":342150931337496,"gmtCreate":1724553492600,"gmtModify":1724553494900,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548681672386600","authorIdStr":"3548681672386600"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/UBER 20240823 73.0 PUT\">$UBER 20240823 73.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/UBER 20240823 73.0 PUT\">$UBER 20240823 73.0 PUT$ </a>&nbsp;","text":"$UBER 20240823 73.0 PUT$","images":[{"img":"https://static.tigerbbs.com/890fd0a33b7b981cb9fd6171cbb0189d","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342150931337496","isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":339004144410688,"gmtCreate":1723768840031,"gmtModify":1723768843366,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548681672386600","authorIdStr":"3548681672386600"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/BRK.B 20240816 427.5 PUT\">$BRK.B 20240816 427.5 PUT$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/BRK.B 20240816 427.5 PUT\">$BRK.B 20240816 427.5 PUT$ </a>&nbsp;","text":"$BRK.B 20240816 427.5 PUT$","images":[{"img":"https://static.tigerbbs.com/3fd8aeb03e969f825d73b468718caf2d","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339004144410688","isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":326731611562320,"gmtCreate":1720800156410,"gmtModify":1720800158237,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548681672386600","authorIdStr":"3548681672386600"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$ </a>&nbsp;","text":"$伯克希尔B(BRK.B)$","images":[{"img":"https://static.tigerbbs.com/805e56cf76979d32665f605ac05e7df5","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326731611562320","isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":320328327676168,"gmtCreate":1719237978104,"gmtModify":1719237979973,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548681672386600","authorIdStr":"3548681672386600"},"themes":[],"htmlText":"短期见顶","listText":"短期见顶","text":"短期见顶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320328327676168","repostId":"1180762062","repostType":2,"repost":{"id":"1180762062","pubTimestamp":1719234905,"share":"https://www.laohu8.com/m/news/1180762062?lang=&edition=full","pubTime":"2024-06-24 21:15","market":"us","language":"zh","title":"失守美股市值第一，英伟达是见顶还是回调？","url":"https://stock-news.laohu8.com/highlight/detail?id=1180762062","media":"巴伦中文","summary":"问鼎“美股市值第一”后，英伟达股价连续两个交易日出现下跌，6月21日收跌3.22%至126.57美元，周内跌幅约4%——结束了此前八周涨势。年初至今，英伟达股价涨幅高达156%。“英伟达股价在3月初出现过类似走势，导致其股价短暂回调20%。”科技股或受冲击英伟达股价波动将影响整个市场。其中，英伟达市值占比约为7%。不过，有观点认为，只要英伟达的收入和利润以健康速度增长，公司及其他科技股就会继续攀升。","content":"<html><head></head><body><blockquote><p>如果<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>或其他大型科技公司出现负面消息，整个市场都会崩溃。</p></blockquote><p style=\"text-align: justify;\">6月24日，英伟达股价周一一度下跌3.2%，连续第三个交易日走低，恐蒸发逾3,000亿美元的市值。目前英伟达市值低于微软和苹果。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/084afa00dd4b7092255b69f7aed0fa08\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">不过，短期下跌不算什么。年初至今，英伟达股价涨幅高达156%。相比之下，标普500指数和纳斯达克指数分别上涨15%和18%；而芯片制造商超微半导体今年上涨9%，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>年内下跌38%。</p><p style=\"text-align: justify;\">消息面上，英伟达CEO黄仁勋近期在出售公司股票——6月13日-6月18日共计售出48万股，总价值6310万美元，平均每股价格131.42美元。3月14日，黄仁勋通过10b5-1规则交易安排，将在2025年3月31日前出售最多60万股普通股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf6901d10a300c0cf7dd8a651d54d029\" title=\"\" tg-width=\"1080\" tg-height=\"716\"/></p><p style=\"text-align: justify;\"><strong>分析师如何看待？</strong></p><p style=\"text-align: justify;\">总体而言，华尔街分析师对英伟达仍持乐观态度——即使该股未来会出现下跌。根据FactSet数据，多数分析师将英伟达股票评级为“买入”，平均目标价127.39美元。</p><p style=\"text-align: justify;\">《巴伦周刊》副主编埃里克·萨维茨 (Eric Savitz) 认为，英伟达的反弹“不可持续”。“英伟达市值已经超过全球任何一家公司。如果再上涨20%，该股市值将达到4万亿美元，这是前所未有的里程碑。现在是时候冷静一下了。”萨维茨写道。</p><p style=\"text-align: justify;\">萨维茨进一步补充：“英伟达的预期市盈率从去年底约25倍上涨至当前45倍。而根据华尔街预计，该股市盈率应为2026年1月财年预期收入的20倍。”</p><p style=\"text-align: justify;\">“英伟达股价在3月初出现过类似走势，导致其股价短暂回调20%。”Renaissance Macro Research分析师凯文·丹普特（Kevin Dempter）表示，类似的20%调整将使英伟达股价回到6月初的110美元左右水平。</p><p style=\"text-align: justify;\">也有分析师继续看涨英伟达。美银证券（BofA Securities）分析师维韦克·阿里亚 (Vivek Arya) 认为，英伟达股价的任何波动都将是暂时的。英伟达股价的大幅上涨……可能使其容易受到短期获利回吐的影响。</p><p style=\"text-align: justify;\">阿里亚维持英伟达股票150美元目标价和“买入”评级，并称其为“首选”。他表示，人工智能硬件销售可能处于3-5年周期的第二阶段。此外，英伟达下一代AI芯片Blackwell即将到来，越来越多的芯片制造商正从软件服务中获利。</p><p style=\"text-align: justify;\"><strong>科技股或受冲击</strong></p><p style=\"text-align: justify;\">英伟达股价波动将影响整个市场。目前，英伟达、<a href=\"https://laohu8.com/S/MSFT\">微软</a>（MSFT）、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>（AAPL）总市值占标普500指数20%的份额。其中，英伟达市值占比约为7%。</p><p style=\"text-align: justify;\">《巴伦周刊》高级市场分析作者保罗·拉莫尼卡（Paul La Monicas）指出，鉴于英伟达对标普500指数的影响巨大。如果该股回调将损害投资组合，对科技行业产生冲击——特别是如果公司暗示其半导体需求放缓的情况下。</p><p style=\"text-align: justify;\">一方面，微软、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>（AMZN）、Alphabet（GOOGL）和 Meta（META）都是英伟达的大客户；另一方面，作为科技行业领头羊，英伟达任何疲软可能波及其他人工智能企业，例如<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>（SMCI）和<a href=\"https://laohu8.com/S/DELL\">戴尔</a>（DELL）。</p><p style=\"text-align: justify;\">“如果英伟达或其他大型科技公司出现负面消息，整个市场都会崩溃。”风险管理公司SimCorp应用研究总经理梅丽莎·布朗 (Melissa Brown) 表示，低波动性给投资者带来了一种虚假的安全感。人们不知道还能买什么，因此纷纷涌入科技和其他人工智能相关业务的交易，例如电力服务和数据中心。</p><p style=\"text-align: justify;\">“从历史经验来看，当市场集中度达到当前程度，并且某只股票或板块占据主导地位时，通常都不会产生‘好的结果’。”布朗坦言。</p><p style=\"text-align: justify;\">不过，有观点认为，只要英伟达的收入和利润以健康速度增长，公司及其他科技股就会继续攀升。毕竟，当前科技领军企业都是盈利的。尽管估值昂贵，但它们的估值低于<a href=\"https://laohu8.com/S/CSCO\">思科</a>系统（CSCO）等公司在2000年初（互联网泡沫破裂之前）估值。</p><p style=\"text-align: justify;\">“我们可能太快地回想起2000年初的情景。”Ritholtz Wealth Management首席市场策略师卡莉·考克斯（Callie Cox）对《巴伦周刊》表示，科技行业表现强劲，人工智能并不是一个疯狂的故事，英伟达也将不断提高其收入预期。但她也补充道，当前科技股集中度确实偏高，市场可能很快出现10%的回调。</p><p style=\"text-align: justify;\"><strong>结语</strong></p><p style=\"text-align: justify;\">由于市场不确定性，投资者需要更加多元化的配置。大型科技公司估值高得惊人，标普500指数、纳斯达克100指数等主要加权指数可能无法提供足够的差异化选择。</p><p style=\"text-align: justify;\">Acadian投资组合经理卢卡斯·波莫斯基（Lukasz Pomorski）表示，即使你认为“科技七巨头”的股票定价是合理的，也并不意味着只有它们才最重要。人们常说“这次会不同”——即使真的有点不同，模式依旧是相似的。</p></body></html>","source":"lsy1718164085300","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>失守美股市值第一，英伟达是见顶还是回调？</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失守美股市值第一，英伟达是见顶还是回调？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-24 21:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/LhIeiBwEt-QK37KlLt72XQ><strong>巴伦中文</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>如果英伟达或其他大型科技公司出现负面消息，整个市场都会崩溃。6月24日，英伟达股价周一一度下跌3.2%，连续第三个交易日走低，恐蒸发逾3,000亿美元的市值。目前英伟达市值低于微软和苹果。不过，短期下跌不算什么。年初至今，英伟达股价涨幅高达156%。相比之下，标普500指数和纳斯达克指数分别上涨15%和18%；而芯片制造商超微半导体今年上涨9%，英特尔年内下跌38%。消息面上，英伟达CEO黄仁勋...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/LhIeiBwEt-QK37KlLt72XQ\">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":{"LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","NVDA":"英伟达","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0079474960.USD":"联博美国增长基金A","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4503":"景林资产持仓","BK4141":"半导体产品","BK4543":"AI","BK4527":"明星科技股"},"source_url":"https://mp.weixin.qq.com/s/LhIeiBwEt-QK37KlLt72XQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180762062","content_text":"如果英伟达或其他大型科技公司出现负面消息，整个市场都会崩溃。6月24日，英伟达股价周一一度下跌3.2%，连续第三个交易日走低，恐蒸发逾3,000亿美元的市值。目前英伟达市值低于微软和苹果。不过，短期下跌不算什么。年初至今，英伟达股价涨幅高达156%。相比之下，标普500指数和纳斯达克指数分别上涨15%和18%；而芯片制造商超微半导体今年上涨9%，英特尔年内下跌38%。消息面上，英伟达CEO黄仁勋近期在出售公司股票——6月13日-6月18日共计售出48万股，总价值6310万美元，平均每股价格131.42美元。3月14日，黄仁勋通过10b5-1规则交易安排，将在2025年3月31日前出售最多60万股普通股。分析师如何看待？总体而言，华尔街分析师对英伟达仍持乐观态度——即使该股未来会出现下跌。根据FactSet数据，多数分析师将英伟达股票评级为“买入”，平均目标价127.39美元。《巴伦周刊》副主编埃里克·萨维茨 (Eric Savitz) 认为，英伟达的反弹“不可持续”。“英伟达市值已经超过全球任何一家公司。如果再上涨20%，该股市值将达到4万亿美元，这是前所未有的里程碑。现在是时候冷静一下了。”萨维茨写道。萨维茨进一步补充：“英伟达的预期市盈率从去年底约25倍上涨至当前45倍。而根据华尔街预计，该股市盈率应为2026年1月财年预期收入的20倍。”“英伟达股价在3月初出现过类似走势，导致其股价短暂回调20%。”Renaissance Macro Research分析师凯文·丹普特（Kevin Dempter）表示，类似的20%调整将使英伟达股价回到6月初的110美元左右水平。也有分析师继续看涨英伟达。美银证券（BofA Securities）分析师维韦克·阿里亚 (Vivek Arya) 认为，英伟达股价的任何波动都将是暂时的。英伟达股价的大幅上涨……可能使其容易受到短期获利回吐的影响。阿里亚维持英伟达股票150美元目标价和“买入”评级，并称其为“首选”。他表示，人工智能硬件销售可能处于3-5年周期的第二阶段。此外，英伟达下一代AI芯片Blackwell即将到来，越来越多的芯片制造商正从软件服务中获利。科技股或受冲击英伟达股价波动将影响整个市场。目前，英伟达、微软（MSFT）、苹果（AAPL）总市值占标普500指数20%的份额。其中，英伟达市值占比约为7%。《巴伦周刊》高级市场分析作者保罗·拉莫尼卡（Paul La Monicas）指出，鉴于英伟达对标普500指数的影响巨大。如果该股回调将损害投资组合，对科技行业产生冲击——特别是如果公司暗示其半导体需求放缓的情况下。一方面，微软、亚马逊（AMZN）、Alphabet（GOOGL）和 Meta（META）都是英伟达的大客户；另一方面，作为科技行业领头羊，英伟达任何疲软可能波及其他人工智能企业，例如超微电脑（SMCI）和戴尔（DELL）。“如果英伟达或其他大型科技公司出现负面消息，整个市场都会崩溃。”风险管理公司SimCorp应用研究总经理梅丽莎·布朗 (Melissa Brown) 表示，低波动性给投资者带来了一种虚假的安全感。人们不知道还能买什么，因此纷纷涌入科技和其他人工智能相关业务的交易，例如电力服务和数据中心。“从历史经验来看，当市场集中度达到当前程度，并且某只股票或板块占据主导地位时，通常都不会产生‘好的结果’。”布朗坦言。不过，有观点认为，只要英伟达的收入和利润以健康速度增长，公司及其他科技股就会继续攀升。毕竟，当前科技领军企业都是盈利的。尽管估值昂贵，但它们的估值低于思科系统（CSCO）等公司在2000年初（互联网泡沫破裂之前）估值。“我们可能太快地回想起2000年初的情景。”Ritholtz Wealth Management首席市场策略师卡莉·考克斯（Callie Cox）对《巴伦周刊》表示，科技行业表现强劲，人工智能并不是一个疯狂的故事，英伟达也将不断提高其收入预期。但她也补充道，当前科技股集中度确实偏高，市场可能很快出现10%的回调。结语由于市场不确定性，投资者需要更加多元化的配置。大型科技公司估值高得惊人，标普500指数、纳斯达克100指数等主要加权指数可能无法提供足够的差异化选择。Acadian投资组合经理卢卡斯·波莫斯基（Lukasz Pomorski）表示，即使你认为“科技七巨头”的股票定价是合理的，也并不意味着只有它们才最重要。人们常说“这次会不同”——即使真的有点不同，模式依旧是相似的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319273568899320,"gmtCreate":1718977595661,"gmtModify":1718977598110,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548681672386600","authorIdStr":"3548681672386600"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$ </a>&nbsp;","text":"$波音(BA)$","images":[{"img":"https://static.tigerbbs.com/6088ae232b0399989f4aee417841c3b0","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319273568899320","isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":316922360004864,"gmtCreate":1718412674259,"gmtModify":1718412677380,"author":{"id":"3548681672386600","authorId":"3548681672386600","name":"BJJH","avatar":"https://static.tigerbbs.com/07f7dea8f72800ba9dcf7eca788320b1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548681672386600","authorIdStr":"3548681672386600"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/BRK.B 20240614 405.0 PUT\">$BRK.B 20240614 405.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/BRK.B 20240614 405.0 PUT\">$BRK.B 20240614 405.0 PUT$ </a>&nbsp;","text":"$BRK.B 20240614 405.0 PUT$","images":[{"img":"https://static.tigerbbs.com/5d486ab46050492068102edf6be6e91f","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316922360004864","isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}