英伟达盘前跌3500亿巨变正在发生

市场资讯2025-01-27

来源：磐石之心聊投资今天是春节前最后一个交易日，A股三大指数全面飘绿。对此，很多人十分不解，特别是半导体、算力板块，明明一个国产AI大模型新秀——DeepSeek带来了重大利好，为何这两个板块全都下跌？更可耻的是，高开后下跌，让许多追高的股民在春节前的最后一天套牢。更有意思的是，美股盘前英伟达、Meta、微软等高科技股集体下跌，英伟达更是盘前下跌10%。股民普遍认为，DeepSeek只用2000...

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href=\"https://finance.sina.com.cn/zmt/2025-01-27/doc-inehmrat8511795.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0444971666.USD","symbol_name":"天利全球科技基金","start_time":0,"source_url":"https://finance.sina.com.cn/zmt/2025-01-27/doc-inehmrat8511795.shtml","article_id":"2506035943","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2506035943","pubTimestamp":1737987540,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"于是，英伟达带头下跌。英伟达市值3.5万亿，相当于25万亿人民币，是中国GDP的1/5。再看国内被炒作上天的寒武纪，市值曾高达3000亿元，这相当于3个川投能源、2个华能水电。寒武纪起诉前CTO要求以5万元价格收回价值73亿元的寒武纪优先股。$英伟达$$寒武纪-U$文章来源：英伟达盘前跌3500亿，泡沫被刺破","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0444971666.USD":"天利全球科技基金","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","NVDS.UK":"LS -1X 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150家公募基金持仓，仅四季度就有50家加仓寒武纪。如此高位接盘一个巨额亏损的概念股，让人十分不解。前几天，有个新闻，更是让人大开眼界。寒武纪起诉前CTO要求以5万元价格收回价值73亿元的寒武纪优先股。一个根本不造GPU，也没什么营收，亏损7年的公司，炒到了市值3000亿，还有150家私募重仓，公司高管人人身价数十亿，数百亿，老板身价过千亿。这简直是滑稽至极，也让我想起了，很多年前的暴风科技，一个做影音播放器的公司，市值最高炒到了400亿元。这种牛鬼蛇神，最终都会被打回原形的。而半导体板块虽然经历了2024年业绩的反转，净利润为正，但是这种巨大增长是建立在2023年业绩下滑，利润亏损基础上的。而股价2024年全年已经翻了三倍，四倍，即使是半导体ETF也翻了一倍。股价已经透支了业绩增幅。2025年难道还能继续比2024年翻倍么？所以，和英伟达一样，严重的泡沫化之下，股价已经偏离价值太高，必然回调。美国的英伟达、微软、Meta的估值都已经偏贵，A股的半导体、算力也同样偏贵。还记得2000年互联网泡沫时期，互联网股票炒作上天，最终还是要面临价值回归。任何行业的快速发展期，股价都会提前反映。比如，2021年12月光伏、新能源见顶，大量公募基金抱团，接着虽然板块营收和利润还在增长，但是股价已经开始下跌。最终跌了足足4年，这种漫长的下跌，随着光伏和新能源板块业绩亏损而加剧，股票跌去了80%，大量股民、基民被套在山顶，这辈子都没法回本。这也正印证了那句名言：别人贪婪我恐慌，别人恐慌我贪婪。逆向思维一直是股市规律，200年来从未发生过改变。这些道理我在《磐石论股》课程里都有过详细解读。炒股，七分靠选股，选股主要依靠基本面判断，然后良好的心态。再通过技术的学习，发现买卖点。大部分股民基本上没有选股能力，只是哪里热闹去哪里。也不具备买卖点的判断能力，一买就跌，一卖就涨，不停割肉，最终一无所获。英伟达寒武纪-U文章来源：英伟达盘前跌3500亿，泡沫被刺破\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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