地缘，通胀和国债之分析

中环杰哥投资探秘

说实话，对大盘的影响是实实在在的，但是，就影响级别看，依然是3-5%级别的，达不到中级调整的级别，而，大盘的估值偏低，利润增速极快，所以，大盘是低估的，AI是低估的，我们要从收益标的着手，从中期大盘着手。

英伟达首发年度预测，市值要超苹果谷歌？

英伟达今日 +0.84%，逆势收红。公司史上首次给出"年度前瞻指引"，被解读为将其推上超越苹果、Alphabet 市值的路径，龙头对未来需求的能见度罕见地拉长。与此同时市场仍在追问"英伟达能否证明自己不靠少数几家超大规模客户吃饭"，客户集中度是最大质疑点。当龙头用一份超长预期喊话全市场，它冲击全球市值第一的底气，是真需求还是叙事透支？

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

我们需要你的真知灼见来填补这片空白

发表看法

3

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":603425493128224,"tweetId":"603425493128224","gmtCreate":1788357679566,"gmtModify":1788358010989,"author":{"id":59453294767938,"idStr":"59453294767938","authorId":59453294767938,"authorIdStr":"59453294767938","name":"中环杰哥投资探秘","avatar":"https://static.tigerbbs.com/192ec09eb67cf117d72bd26dff68eccd","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":1,"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,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.19","exceedPercentage":"80.82%","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.09.09","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"wearingBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-2","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":2120,"starInvestorFlag":false},"themes":[{"themeId":"e323c188d3534896a4ef20c1e2ae0358","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"英伟达首发年度预测，市值要超苹果谷歌？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":e323c188d3534896a4ef20c1e2ae0358}&rnconfig={\"headerBarHidden\": true}","description":"英伟达今日 +0.84%，逆势收红。公司史上首次给出\"年度前瞻指引\"，被解读为将其推上超越苹果、Alphabet 市值的路径，龙头对未来需求的能见度罕见地拉长。与此同时市场仍在追问\"英伟达能否证明自己不靠少数几家超大规模客户吃饭\"，客户集中度是最大质疑点。当龙头用一份超长预期喊话全市场，它冲击全球市值第一的底气，是真需求还是叙事透支？","image":"https://static.tigerbbs.com/6c5810e1764b593f3615c1b1587b2c68"}],"images":[{"img":"https://static.tigerbbs.com/3e3a2c8c858eadc3688dee43cc6d902a","width":"1080","height":"683"}],"coverImages":[{"img":"https://static.tigerbbs.com/3e3a2c8c858eadc3688dee43cc6d902a","width":"1080","height":"683"}],"title":"地缘，通胀和国债之分析","html":"<html><head></head><body><p>说实话，对大盘的影响是实实在在的，但是，就影响级别看，依然是3-5%级别的，达不到中级调整的级别，而，大盘的估值偏低，利润增速极快，所以，大盘是低估的，AI是低估的，我们要从收益标的着手，从中期大盘着手。</p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://static.tigerbbs.com/3e3a2c8c858eadc3688dee43cc6d902a\" tg-width=\"1080\" tg-height=\"683\"><span></span></p></body></html>","htmlText":"<html><head></head><body><p>说实话，对大盘的影响是实实在在的，但是，就影响级别看，依然是3-5%级别的，达不到中级调整的级别，而，大盘的估值偏低，利润增速极快，所以，大盘是低估的，AI是低估的，我们要从收益标的着手，从中期大盘着手。</p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://static.tigerbbs.com/3e3a2c8c858eadc3688dee43cc6d902a\" tg-width=\"1080\" tg-height=\"683\"><span></span></p></body></html>","text":"说实话，对大盘的影响是实实在在的，但是，就影响级别看，依然是3-5%级别的，达不到中级调整的级别，而，大盘的估值偏低，利润增速极快，所以，大盘是低估的，AI是低估的，我们要从收益标的着手，从中期大盘着手。","highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/603425493128224","repostId":0,"isVote":1,"tweetType":1,"viewCount":485,"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":184,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/603425493128224"}