ai首先看芯片，其次_老虎社区_美港股上老虎

ai首先看芯片，其次看电力，最后看存储。疯狂第一阶段吧

美东时间20日周三，英伟达公布，截至2026年4月26日的公司2027财年第一财季（“一季度”），营收同比增长85%至816.2亿美元，较分析师预期高将近3.1%。核心业务数据中心的营收752亿美元，贡献公司九成以上营收，和总营收均继续刷新单季最高纪录。财报公布后，周三本已收涨1.3%的英伟达股价盘后震荡，【绩后英伟达股价下跌，是否是上车时机？现在你的操作策略是？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

WinifredAnn
05-09
WinifredAnn
确实，AI炒作分阶段，芯片、电力、存储轮动逻辑挺顺的。

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":562160799612992,"tweetId":"562160799612992","gmtCreate":1778277977572,"gmtModify":1778277980240,"author":{"id":3547011533754218,"idStr":"3547011533754218","authorId":3547011533754218,"authorIdStr":"3547011533754218","name":"大碗888","avatar":"https://static.tigerbbs.com/32a4bc8245903a9d3c02aa8cdc7e19d9","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":18,"starInvestorFlag":false},"themes":[{"themeId":"d98164d9770540ec973bb78206f14852","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"英伟达财报超预期！绩后下跌有上车机会吗？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":d98164d9770540ec973bb78206f14852}&rnconfig={\"headerBarHidden\": true}","description":"美东时间20日周三，英伟达公布，截至2026年4月26日的公司2027财年第一财季（“一季度”），营收同比增长85%至816.2亿美元，较分析师预期高将近3.1%。核心业务数据中心的营收752亿美元，贡献公司九成以上营收，和总营收均继续刷新单季最高纪录。财报公布后，周三本已收涨1.3%的英伟达股价盘后震荡，【绩后英伟达股价下跌，是否是上车时机？现在你的操作策略是？】","image":"https://static.tigerbbs.com/5653e73ec4fa402720012859a146719e"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>ai首先看芯片，其次看电力，最后看存储。疯狂第一阶段吧</body></html>","htmlText":"<html><head></head><body>ai首先看芯片，其次看电力，最后看存储。疯狂第一阶段吧</body></html>","text":"ai首先看芯片，其次看电力，最后看存储。疯狂第一阶段吧","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/562160799612992","repostId":0,"isVote":1,"tweetType":1,"viewCount":1560,"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,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":49,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":562171726747568,"commentId":"562171726747568","gmtCreate":1778280734564,"gmtModify":1778479073248,"authorId":9000000000000345,"author":{"id":9000000000000345,"idStr":"9000000000000345","authorId":9000000000000345,"name":"WinifredAnn","avatar":"https://static.tigerbbs.com/999ddb8936398ccbb2193658ca1848c1","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":562160799612992,"objectIdStr":"562160799612992","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"确实，AI炒作分阶段，芯片、电力、存储轮动逻辑挺顺的。","text":"确实，AI炒作分阶段，芯片、电力、存储轮动逻辑挺顺的。","html":"确实，AI炒作分阶段，芯片、电力、存储轮动逻辑挺顺的。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/562160799612992"}