别听这些人放屁，芯片_老虎社区_美港股上老虎

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":319226181177424,"tweetId":"319226181177424","gmtCreate":1718961925853,"gmtModify":1718963023620,"author":{"id":4173489632474452,"authorId":4173489632474452,"authorIdStr":"4173489632474452","name":"今夜打老虎2024","avatar":"https://static.tigerbbs.com/e9810690d010a4b151829142bbb6399f","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>&nbsp;别听这些人放屁，芯片订单都特么排到了两年后了。很多中国公司想买都买不到。这帮人就是放风让普通人减持然后他们低价买进。</p></body></html>","htmlText":"<html><head></head><body><p>&nbsp;别听这些人放屁，芯片订单都特么排到了两年后了。很多中国公司想买都买不到。这帮人就是放风让普通人减持然后他们低价买进。</p></body></html>","text":"别听这些人放屁，芯片订单都特么排到了两年后了。很多中国公司想买都买不到。这帮人就是放风让普通人减持然后他们低价买进。","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/319226181177424","repostId":1176507438,"repostType":2,"repost":{"id":"1176507438","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":1718957387,"share":"https://www.laohu8.com/m/news/1176507438?lang=&edition=full","pubTime":"2024-06-21 16:09","market":"us","language":"zh","title":"资深科技投资者减持英伟达：风险比微软、谷歌更大","url":"https://stock-news.laohu8.com/highlight/detail?id=1176507438","media":"老虎资讯综合","summary":"在英伟达系统上花费数十亿美元的生成式人工智能公司的投资资本回报率很低。","content":"<html><head></head><body><p>Seligman Investments基金经理Paul Wick最近几周一直在减持英伟达的股票，此前他对这家股市明星的盈利增长前景提出了质疑。“过去一至两周，我们的热情有所降温，”Wick表示，但并未详细说明减持了多少。</p><p>Wick在科技行业进行投资已有大约30年，他将英伟达和思科系统在互联网泡沫时期的繁荣相提并论。他说，过高的估值和缺乏经常性收入“使他们的业务本身就存在风险”。<strong>英伟达60%到70%的收入来自其10大客户，这使得英伟达“本质上比微软或谷歌风险大得多，而后两者的客户集中度非常低，拥有成千上万的客户”。</strong></p><p>他还表示，在英伟达系统上花费数十亿美元的生成式人工智能公司的投资资本回报率很低。“英伟达的许多大客户都在积极设计自己的处理器”，包括谷歌、微软和Meta。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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资深科技投资者减持英伟达：风险比微软、谷歌更大\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\">2024-06-21 16:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Seligman Investments基金经理Paul Wick最近几周一直在减持英伟达的股票，此前他对这家股市明星的盈利增长前景提出了质疑。“过去一至两周，我们的热情有所降温，”Wick表示，但并未详细说明减持了多少。</p><p>Wick在科技行业进行投资已有大约30年，他将英伟达和思科系统在互联网泡沫时期的繁荣相提并论。他说，过高的估值和缺乏经常性收入“使他们的业务本身就存在风险”。<strong>英伟达60%到70%的收入来自其10大客户，这使得英伟达“本质上比微软或谷歌风险大得多，而后两者的客户集中度非常低，拥有成千上万的客户”。</strong></p><p>他还表示，在英伟达系统上花费数十亿美元的生成式人工智能公司的投资资本回报率很低。“英伟达的许多大客户都在积极设计自己的处理器”，包括谷歌、微软和Meta。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e825d7e38989158fe9ce9bafb289129d","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176507438","content_text":"Seligman Investments基金经理Paul Wick最近几周一直在减持英伟达的股票，此前他对这家股市明星的盈利增长前景提出了质疑。“过去一至两周，我们的热情有所降温，”Wick表示，但并未详细说明减持了多少。Wick在科技行业进行投资已有大约30年，他将英伟达和思科系统在互联网泡沫时期的繁荣相提并论。他说，过高的估值和缺乏经常性收入“使他们的业务本身就存在风险”。英伟达60%到70%的收入来自其10大客户，这使得英伟达“本质上比微软或谷歌风险大得多，而后两者的客户集中度非常低，拥有成千上万的客户”。他还表示，在英伟达系统上花费数十亿美元的生成式人工智能公司的投资资本回报率很低。“英伟达的许多大客户都在积极设计自己的处理器”，包括谷歌、微软和Meta。","news_type":1},"isVote":1,"tweetType":1,"viewCount":259,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":112,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":319217118097504,"gmtCreate":1718964084141,"gmtModify":1718964087917,"authorId":5360220147282,"author":{"id":5360220147282,"authorId":5360220147282,"name":"西瓜妍妍","avatar":"https://static.tigerbbs.com/7df5220a74613e3a69c9a71a46b3c53a","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":319226181177424,"type":1,"supId":0,"prevId":0,"content":"那看的？","text":"那看的？","html":"那看的？","likeSize":0,"commentSize":1,"subComments":[{"id":319221803642928,"gmtCreate":1718965089625,"gmtModify":1718965298737,"authorId":4173489632474452,"author":{"id":4173489632474452,"authorId":4173489632474452,"name":"今夜打老虎2024","avatar":"https://static.tigerbbs.com/e9810690d010a4b151829142bbb6399f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":319226181177424,"type":1,"supId":319217118097504,"prevId":0,"content":"我们公司就是做AI服务器的","text":"我们公司就是做AI服务器的","html":"我们公司就是做AI服务器的"}],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}

资深科技投资者减持英伟达：风险比微软、谷歌更大

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