两天狂买9亿美元，散户抄底英伟达！

华尔街见闻2025-01-31

DeepSeek引发的科技股下跌，被散户视为抄底良机。根据数据提供商Vandatrack的统计，本周前两天，散户投资者对英伟达股票的净买入额达到了惊人的9亿美元。其中，周一的净买入额高达5.62亿美元，创下历史新高，周二则为3.6亿美元。 Interactive Brokers首席策略师Steve Sosnick表示，周一平台上英伟达的买单相对卖单的比例“令人震惊”，他称：“我从未见过如此大的...

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牛cow
2025-01-31
牛cow
放pi，看看成交量那么大是散户买的吗

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Quirk也表示：“我们看到客户在买入英伟达股票……他们倾向于抓住机会买入自己喜欢的股票。”\nRobinhood还表示，周日晚间随着AI股票抛售开始加剧，公司经历了仅次于美国总统大选当晚的第二高隔夜交易量。\n\n对比：机构投资者大举抛售\n\n与散户投资者的热情相反，之前大量持有英伟达股票的对冲基金成为周一最大的卖家。野村证券衍生品策略师Charlie McElligott估计，周一英伟达的交易量约占美国现金股票交易名义价值的10%。\n这种机构抛售、散户抄底的对比，凸显了不同类型投资者对英伟达和AI行业前景判断的分歧。风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"shareholding","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":398574297497864,"gmtCreate":1738330875374,"gmtModify":1738330877335,"author":{"id":"3555303324340279","authorId":"3555303324340279","name":"牛cow","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3555303324340279","authorIdStr":"3555303324340279"},"htmlText":"放pi，看看成交量那么大是散户买的吗","listText":"放pi，看看成交量那么大是散户买的吗","text":"放pi，看看成交量那么大是散户买的吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398574297497864","repostId":2507570954,"repostType":2,"repost":{"id":"2507570954","kind":"news","pubTimestamp":1738325441,"share":"https://www.laohu8.com/m/news/2507570954?lang=zh_CN&edition=full","pubTime":"2025-01-31 20:10","market":"hk","language":"zh","title":"两天狂买9亿美元，散户抄底英伟达！","url":"https://stock-news.laohu8.com/highlight/detail?id=2507570954","media":"华尔街见闻","summary":"散户交易平台上英伟达的买单相对卖单的比例“令人震惊”，分析师称：“我从未见过如此大的交易失衡。”相比之下，机构投资者大举抛售。","content":"<html><body><p>DeepSeek引发的科技股下跌，被散户视为抄底良机。</p>\n<p>根据数据提供商Vandatrack的统计，本周前两天，散户投资者对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股票的净买入额达到了惊人的9亿美元。其中，周一的净买入额高达5.62亿美元，创下历史新高，周二则为3.6亿美元。</p>\n<p>Interactive Brokers首席策略师Steve Sosnick表示，周一平台上英伟达的买单相对卖单的比例“令人震惊”，他称：“我从未见过如此大的交易失衡。”</p>\n<div>\n<h2>AI热潮持续，散户看好长期前景</h2>\n</div>\n<p>尽管中国DeepSeek公司宣称以更低成本开发出与美国领先企业OpenAI相当的AI模型，引发市场对高端芯片需求的担忧，但散户投资者似乎并不畏惧。</p>\n<p>在<a href=\"https://laohu8.com/S/RDDT\">Reddit</a>等社交平台上，不少散户投资者将英伟达股价下跌视为“杰文斯悖论带来的买入机会”。有投资者表示：“AI并未放缓，而是在扩张。英伟达仍然是行业的支柱，这次下跌对长期投资者来说是一个买入机会。”</p>\n<div>\n<h2>主流券商观察到AI相关股票交易活跃</h2>\n</div>\n<p>美国最大的零售经纪商<a href=\"https://laohu8.com/S/SCHW\">嘉信理财</a>（Charles Schwab）表示，他们观察到包括英伟达在内的AI相关股票买入活动增加。在线交易平台<a href=\"https://laohu8.com/S/HOOD\">Robinhood</a>的首席经纪官Steve Quirk也表示：“我们看到客户在买入英伟达股票……他们倾向于抓住机会买入自己喜欢的股票。”</p>\n<p>Robinhood还表示，周日晚间随着AI股票抛售开始加剧，公司经历了仅次于美国总统大选当晚的第二高隔夜交易量。</p>\n<div>\n<h2>对比：机构投资者大举抛售</h2>\n</div>\n<p>与散户投资者的热情相反，之前大量持有英伟达股票的对冲基金成为周一最大的卖家。野村证券衍生品策略师Charlie McElligott估计，周一英伟达的交易量约占美国现金股票交易名义价值的10%。</p>\n<p>这种机构抛售、散户抄底的对比，凸显了不同类型投资者对英伟达和AI行业前景判断的分歧。</p><div>风险提示及免责条款</div>\n<div>\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。\n          </div>\n</body></html>","source":"wallstreetcn_hot_news","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>两天狂买9亿美元，散户抄底英伟达！</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\">\n两天狂买9亿美元，散户抄底英伟达！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-31 20:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3740252><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>DeepSeek引发的科技股下跌，被散户视为抄底良机。\n根据数据提供商Vandatrack的统计，本周前两天，散户投资者对英伟达股票的净买入额达到了惊人的9亿美元。其中，周一的净买入额高达5.62亿美元，创下历史新高，周二则为3.6亿美元。\nInteractive Brokers首席策略师Steve Sosnick表示，周一平台上英伟达的买单相对卖单的比例“令人震惊”，他称：“我从未见过如此大的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3740252\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://wpimg-wscn.awtmt.com/2dc0fa76-fc39-4f4b-9001-922c0e31f05f.jpeg","relate_stocks":{"IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","NVDU":"2倍做多NVDA ETF-Direxion","BK4567":"ESG概念","SNVD.UK":"LS -1X NVIDIA","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","BK4503":"景林资产持仓","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","2NVD.UK":"2X NVIDIA ETP","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4581":"高盛持仓","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","NVD2.UK":"2X NVIDIA 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RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","NVDA":"英伟达","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","3NVD.UK":"LS 3X NVIDIA","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H"},"source_url":"https://wallstreetcn.com/articles/3740252","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2507570954","content_text":"DeepSeek引发的科技股下跌，被散户视为抄底良机。\n根据数据提供商Vandatrack的统计，本周前两天，散户投资者对英伟达股票的净买入额达到了惊人的9亿美元。其中，周一的净买入额高达5.62亿美元，创下历史新高，周二则为3.6亿美元。\nInteractive Brokers首席策略师Steve Sosnick表示，周一平台上英伟达的买单相对卖单的比例“令人震惊”，他称：“我从未见过如此大的交易失衡。”\n\nAI热潮持续，散户看好长期前景\n\n尽管中国DeepSeek公司宣称以更低成本开发出与美国领先企业OpenAI相当的AI模型，引发市场对高端芯片需求的担忧，但散户投资者似乎并不畏惧。\n在Reddit等社交平台上，不少散户投资者将英伟达股价下跌视为“杰文斯悖论带来的买入机会”。有投资者表示：“AI并未放缓，而是在扩张。英伟达仍然是行业的支柱，这次下跌对长期投资者来说是一个买入机会。”\n\n主流券商观察到AI相关股票交易活跃\n\n美国最大的零售经纪商嘉信理财（Charles Schwab）表示，他们观察到包括英伟达在内的AI相关股票买入活动增加。在线交易平台Robinhood的首席经纪官Steve Quirk也表示：“我们看到客户在买入英伟达股票……他们倾向于抓住机会买入自己喜欢的股票。”\nRobinhood还表示，周日晚间随着AI股票抛售开始加剧，公司经历了仅次于美国总统大选当晚的第二高隔夜交易量。\n\n对比：机构投资者大举抛售\n\n与散户投资者的热情相反，之前大量持有英伟达股票的对冲基金成为周一最大的卖家。野村证券衍生品策略师Charlie McElligott估计，周一英伟达的交易量约占美国现金股票交易名义价值的10%。\n这种机构抛售、散户抄底的对比，凸显了不同类型投资者对英伟达和AI行业前景判断的分歧。风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","news_type":1,"symbols_score_info":{"3NVD.UK":0.6,"NVDA":1,"NVDD":0.6,"2NVD.UK":0.6,"SNVD.UK":0.6,"NVDY":0.6,"NVD2.UK":0.6,"NVIW.SI":0.6,"NVDS":0.6,"NVD3.UK":0.6,"NVDU":0.6,"NVDS.UK":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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