大科技轮涨！3T市值以下的，你更看好谁？

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{"data":{"themeId":"34de6f1a9d6c46eba881ebf41d5a6a13","name":"大科技轮涨！3T市值以下的，你更看好谁？","description":"昨日谷歌利好大涨，苹果跟涨，今天亚马逊&Meta，博通绩后大涨……美股大科技巨头轮涨，除了英伟达、特斯拉这类市值巨大的动能股，现在低于三万亿市值的科技股，你会更看好哪一只？","image":"https://static.tigerbbs.com/187a191e57cb1313b5da2207a50ecb19","type":0,"style":1,"follow":false,"createTime":1752225515679,"userCounts":9,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":34de6f1a9d6c46eba881ebf41d5a6a13}&rnconfig={\"headerBarHidden\": 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谷歌技术实力雄厚，在搜索引擎、云计算等领域占据重要地位，广告业务稳定，云计算等新业务增长潜力大，现金流充沛，反垄断案逆转更是重大利好。 Meta在社交媒体领域称霸，旗下平台用户众多，虚拟现实等元宇宙业务布局早，投入大，若未来元宇宙市场爆发，有望收获巨大回报。 正可谓： 博通AI势头猛， 谷歌云广潜力增。 Meta元宇藏机遇， 科技轮涨竞峥嵘。","listText":"在市值3T以下的大科技股中，博通、谷歌、Meta各有优势。 博通作为全球第二大AI半导体供应商，在AI基础设施领域地位领先，且在云与AI网络交换及路由芯片等方面实力强劲，随着AI发展，订单不断，前景广阔。 谷歌技术实力雄厚，在搜索引擎、云计算等领域占据重要地位，广告业务稳定，云计算等新业务增长潜力大，现金流充沛，反垄断案逆转更是重大利好。 Meta在社交媒体领域称霸，旗下平台用户众多，虚拟现实等元宇宙业务布局早，投入大，若未来元宇宙市场爆发，有望收获巨大回报。 正可谓： 博通AI势头猛， 谷歌云广潜力增。 Meta元宇藏机遇， 科技轮涨竞峥嵘。","text":"在市值3T以下的大科技股中，博通、谷歌、Meta各有优势。 博通作为全球第二大AI半导体供应商，在AI基础设施领域地位领先，且在云与AI网络交换及路由芯片等方面实力强劲，随着AI发展，订单不断，前景广阔。 谷歌技术实力雄厚，在搜索引擎、云计算等领域占据重要地位，广告业务稳定，云计算等新业务增长潜力大，现金流充沛，反垄断案逆转更是重大利好。 Meta在社交媒体领域称霸，旗下平台用户众多，虚拟现实等元宇宙业务布局早，投入大，若未来元宇宙市场爆发，有望收获巨大回报。 正可谓： 博通AI势头猛， 谷歌云广潜力增。 Meta元宇藏机遇， 科技轮涨竞峥嵘。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477505906335808","isVote":1,"tweetType":1,"viewCount":4425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476691925921904,"gmtCreate":1757383303217,"gmtModify":1757384590388,"author":{"id":"4139373397002400","authorId":"4139373397002400","name":"Global X ETFs","avatar":"https://static.tigerbbs.com/ef679a9878ddcdca59bdd82d818e5393","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4139373397002400","authorIdStr":"4139373397002400"},"themes":[],"title":"日本股市创下历史新高，关注Global X 日本全球领导ETF (3150)","htmlText":"【仅供香港投资者参考】日本股市创下历史新高，受惠于多个正面因素，包括美日关税协议、美国减税法规的通过、4-6月财报获利优于预期、以及国内政局发展。此外，日本经济的复苏和持续进行的企业改革继续成为日本股市的结构性推动因素。 东京证券交易所（TSE） Prime市场公司4-6月财报的净利润年减17%，营收年比基本持平，主要受到美国关税和日圆升值的影响。过去数月，市场已经逐渐预期了盈利同比下降，实际上大多数公司在该季度年报中的盈利数字仍然超出了市场一致预测。目前的每股收益预期已充分考虑了关税影响，公司预计在考虑到关税下调（尤其是汽车行业）以及相应应对措施（如价格传递给消费者）后，降低其对关税负面影响的估计。日本市场目前估值（TOPIX的12个月前瞻市盈率为15.7倍）略高于历史平均（15倍），但对比美国市场仍有显著高于历史水平的折价，这意味著在潜在盈利预期上调的支持下，估值仍有继续上升空间。 （未来资产，2025年8月） 值得注意的是，Global X日本全球领导ETF (3150)&nbsp; <a href=\"https://laohu8.com/S/03150\">$GX日本全球领导(03150)$</a> 年初至今显著跑赢日本大盘指数，在美日关税协议优于市场预期的背景下&nbsp;，出口商表现强劲。工业板块是表现最佳的行业，对于跑赢大盘做出了最大贡献。在主要ETF成分股中，Mitsubishi Heavy Industries (7011 JP)&nbsp; <a href=\"https://laohu8.com/S/MTSUY\">$Mitsubishi Corp.(MTSUY)$</a> 是今年以来表现最佳的股票，回报约为70%，其盈利持续扩张，得益于电力需求增加、以及日本国防预算增长下飞机、国防和航空航天部门收入上升。&nbsp;Nintendo (7974 JP)&amp;n","listText":"【仅供香港投资者参考】日本股市创下历史新高，受惠于多个正面因素，包括美日关税协议、美国减税法规的通过、4-6月财报获利优于预期、以及国内政局发展。此外，日本经济的复苏和持续进行的企业改革继续成为日本股市的结构性推动因素。 东京证券交易所（TSE） Prime市场公司4-6月财报的净利润年减17%，营收年比基本持平，主要受到美国关税和日圆升值的影响。过去数月，市场已经逐渐预期了盈利同比下降，实际上大多数公司在该季度年报中的盈利数字仍然超出了市场一致预测。目前的每股收益预期已充分考虑了关税影响，公司预计在考虑到关税下调（尤其是汽车行业）以及相应应对措施（如价格传递给消费者）后，降低其对关税负面影响的估计。日本市场目前估值（TOPIX的12个月前瞻市盈率为15.7倍）略高于历史平均（15倍），但对比美国市场仍有显著高于历史水平的折价，这意味著在潜在盈利预期上调的支持下，估值仍有继续上升空间。 （未来资产，2025年8月） 值得注意的是，Global X日本全球领导ETF (3150)&nbsp; <a href=\"https://laohu8.com/S/03150\">$GX日本全球领导(03150)$</a> 年初至今显著跑赢日本大盘指数，在美日关税协议优于市场预期的背景下&nbsp;，出口商表现强劲。工业板块是表现最佳的行业，对于跑赢大盘做出了最大贡献。在主要ETF成分股中，Mitsubishi Heavy Industries (7011 JP)&nbsp; <a href=\"https://laohu8.com/S/MTSUY\">$Mitsubishi Corp.(MTSUY)$</a> 是今年以来表现最佳的股票，回报约为70%，其盈利持续扩张，得益于电力需求增加、以及日本国防预算增长下飞机、国防和航空航天部门收入上升。&nbsp;Nintendo (7974 JP)&amp;n","text":"【仅供香港投资者参考】日本股市创下历史新高，受惠于多个正面因素，包括美日关税协议、美国减税法规的通过、4-6月财报获利优于预期、以及国内政局发展。此外，日本经济的复苏和持续进行的企业改革继续成为日本股市的结构性推动因素。 东京证券交易所（TSE） Prime市场公司4-6月财报的净利润年减17%，营收年比基本持平，主要受到美国关税和日圆升值的影响。过去数月，市场已经逐渐预期了盈利同比下降，实际上大多数公司在该季度年报中的盈利数字仍然超出了市场一致预测。目前的每股收益预期已充分考虑了关税影响，公司预计在考虑到关税下调（尤其是汽车行业）以及相应应对措施（如价格传递给消费者）后，降低其对关税负面影响的估计。日本市场目前估值（TOPIX的12个月前瞻市盈率为15.7倍）略高于历史平均（15倍），但对比美国市场仍有显著高于历史水平的折价，这意味著在潜在盈利预期上调的支持下，估值仍有继续上升空间。 （未来资产，2025年8月） 值得注意的是，Global X日本全球领导ETF (3150) $GX日本全球领导(03150)$ 年初至今显著跑赢日本大盘指数，在美日关税协议优于市场预期的背景下 ，出口商表现强劲。工业板块是表现最佳的行业，对于跑赢大盘做出了最大贡献。在主要ETF成分股中，Mitsubishi Heavy Industries (7011 JP) $Mitsubishi Corp.(MTSUY)$ 是今年以来表现最佳的股票，回报约为70%，其盈利持续扩张，得益于电力需求增加、以及日本国防预算增长下飞机、国防和航空航天部门收入上升。 Nintendo (7974 JP)&n","images":[{"img":"https://static.tigerbbs.com/464dbd97cdbf995ce75785ec57264e57","width":"1044","height":"818"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/476691925921904","isVote":1,"tweetType":1,"viewCount":50024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":476420696727744,"gmtCreate":1757317672004,"gmtModify":1757318574594,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440721572920950","authorIdStr":"3440721572920950"},"themes":[],"title":"科技周评：震荡市下有哪些结构性机会？","htmlText":"正如上周所言，市场进入9月之后就开始整体震荡，首周 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 指数仍收涨1%，算是给震荡行情起了个相对不错的头。 <a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$</a> TMT的涨跌分化领涨阵营里， <a href=\"https://laohu8.com/S/SNDK\">$SanDisk Corp.(SNDK)$</a> 以34.2%的涨幅一骑绝尘， <a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a> 、 <a href=\"https://laohu8.com/S/CIEN\">$Ciena科技(CIEN)$</a> 紧随其后，分别涨30.6%、24.7%， <a href=\"https://laohu8.com/S/CLS\">$天弘科技(CLS)$</a> 、 <a href=\"https://laohu8.com/S/IOT.AU\">$IOT Group(IOT.AU)$</a> 、 <a href=\"https://laohu8.com/S/RUN\">$Sunrun Inc.(RUN)$</a> 等也都实现了10%以上的涨幅；反观领跌端， <a href=\"https://laohu8.com/S/FIG\">$Figma(FIG)$</a> 跌幅最深，达16.3%， <a href=\"https://laohu8.com/S/LULU\">$lululemon athletica(LULU)$</a> 跌16.2%、，都是财报后相当负面的反馈。 <a href=\"https://laohu8.com/S/AI\">$C3.ai</a>","listText":"正如上周所言，市场进入9月之后就开始整体震荡，首周 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 指数仍收涨1%，算是给震荡行情起了个相对不错的头。 <a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$</a> TMT的涨跌分化领涨阵营里， <a href=\"https://laohu8.com/S/SNDK\">$SanDisk Corp.(SNDK)$</a> 以34.2%的涨幅一骑绝尘， <a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a> 、 <a href=\"https://laohu8.com/S/CIEN\">$Ciena科技(CIEN)$</a> 紧随其后，分别涨30.6%、24.7%， <a href=\"https://laohu8.com/S/CLS\">$天弘科技(CLS)$</a> 、 <a href=\"https://laohu8.com/S/IOT.AU\">$IOT Group(IOT.AU)$</a> 、 <a href=\"https://laohu8.com/S/RUN\">$Sunrun Inc.(RUN)$</a> 等也都实现了10%以上的涨幅；反观领跌端， <a href=\"https://laohu8.com/S/FIG\">$Figma(FIG)$</a> 跌幅最深，达16.3%， <a href=\"https://laohu8.com/S/LULU\">$lululemon athletica(LULU)$</a> 跌16.2%、，都是财报后相当负面的反馈。 <a href=\"https://laohu8.com/S/AI\">$C3.ai</a>","text":"正如上周所言，市场进入9月之后就开始整体震荡，首周 $纳斯达克100指数(NDX)$ 指数仍收涨1%，算是给震荡行情起了个相对不错的头。 $纳指100ETF(QQQ)$ TMT的涨跌分化领涨阵营里， $SanDisk Corp.(SNDK)$ 以34.2%的涨幅一骑绝尘， $Opendoor Technologies Inc(OPEN)$ 、 $Ciena科技(CIEN)$ 紧随其后，分别涨30.6%、24.7%， $天弘科技(CLS)$ 、 $IOT Group(IOT.AU)$ 、 $Sunrun Inc.(RUN)$ 等也都实现了10%以上的涨幅；反观领跌端， $Figma(FIG)$ 跌幅最深，达16.3%， $lululemon athletica(LULU)$ 跌16.2%、，都是财报后相当负面的反馈。 $C3.ai","images":[{"img":"https://static.tigerbbs.com/040d0d85f3ae6adda357b19564060698"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":5,"commentSize":2,"repostSize":2,"link":"https://laohu8.com/post/476420696727744","isVote":1,"tweetType":1,"viewCount":38317,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010297","authorId":"10000000000010297","name":"山东菏泽曹县首负","avatar":"https://static.tigerbbs.com/f5ad2cc67582df9ded2545cb87a71ea7","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010297","authorIdStr":"10000000000010297"},"content":"MSFT确实是个不错的护城河，果断入场吧","text":"MSFT确实是个不错的护城河，果断入场吧","html":"MSFT确实是个不错的护城河，果断入场吧"},{"author":{"id":"10000000000010287","authorId":"10000000000010287","name":"生生世世爱","avatar":"https://static.tigerbbs.com/f2f16969c066c927390c828865b22d18","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010287","authorIdStr":"10000000000010287"},"content":"能否再具体说说入场时机呢？","text":"能否再具体说说入场时机呢？","html":"能否再具体说说入场时机呢？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":476302730171056,"gmtCreate":1757288135029,"gmtModify":1757288136903,"author":{"id":"3557706213595858","authorId":"3557706213595858","name":"勇敢_小虎","avatar":"https://static.tigerbbs.com/1ccbe5cedfd90acbe649627eca73f18a","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557706213595858","authorIdStr":"3557706213595858"},"themes":[],"title":"","htmlText":"没问题的","listText":"没问题的","text":"没问题的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476302730171056","isVote":1,"tweetType":1,"viewCount":3726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476059739275472,"gmtCreate":1757229469156,"gmtModify":1757235531915,"author":{"id":"3556065915296727","authorId":"3556065915296727","name":"京城Z先生","avatar":"https://static.tigerbbs.com/da54e036041e5c8ebada295a54421b52","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556065915296727","authorIdStr":"3556065915296727"},"themes":[],"title":"美股实盘-20250907：消费月，有果子吃","htmlText":"综述： 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Inc.(META)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/475327890620616","isVote":1,"tweetType":1,"viewCount":3155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":475327349334216,"gmtCreate":1757074252044,"gmtModify":1757074253765,"author":{"id":"9000000000000231","authorId":"9000000000000231","name":"存钱游乐场","avatar":"https://static.tigerbbs.com/67592890bebcf079461acc4e4e6ba6f6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000231","authorIdStr":"9000000000000231"},"themes":[],"title":"","htmlText":"电商、广告、云计算、卫星互联网、自动驾驶、机器人，概念挺多的，有些领域做得还不错。 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>","listText":"电商、广告、云计算、卫星互联网、自动驾驶、机器人，概念挺多的，有些领域做得还不错。 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>","text":"电商、广告、云计算、卫星互联网、自动驾驶、机器人，概念挺多的，有些领域做得还不错。 $亚马逊(AMZN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/475327349334216","isVote":1,"tweetType":1,"viewCount":3589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":475412960092944,"gmtCreate":1757071633297,"gmtModify":1757077352553,"author":{"id":"3549622429300319","authorId":"3549622429300319","name":"特斯拉多头和PLTR多头","avatar":"https://static.tigerbbs.com/ea5a87f25f862e1155952bc556a5072d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549622429300319","authorIdStr":"3549622429300319"},"themes":[],"title":"","htmlText":"两人关系其实已经转暖了。","listText":"两人关系其实已经转暖了。","text":"两人关系其实已经转暖了。","images":[{"img":"https://static.tigerbbs.com/e32919d5db624f92b42e2cd033360b22"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/475412960092944","isVote":1,"tweetType":1,"viewCount":3946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":475399743299616,"gmtCreate":1757068362784,"gmtModify":1757068364798,"author":{"id":"4195299487874760","authorId":"4195299487874760","name":"花香满楼","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4195299487874760","authorIdStr":"4195299487874760"},"themes":[],"title":"","htmlText":"应该多方面考虑， 毕竟真金白银投入了","listText":"应该多方面考虑， 毕竟真金白银投入了","text":"应该多方面考虑， 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[可爱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/475396482064704","isVote":1,"tweetType":1,"viewCount":2898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":475389733724368,"gmtCreate":1757065893583,"gmtModify":1757066686111,"author":{"id":"3502341397240080","authorId":"3502341397240080","name":"醉拳甘迺迪","avatar":"https://static.tigerbbs.com/cc9232c80e43d351cf59acf1b10d03b4","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3502341397240080","authorIdStr":"3502341397240080"},"themes":[],"title":"","htmlText":"可以肯定的是，不管是没邀请，还是邀请了不去，都说明他们关系还没和好。但是关系破裂已经反映到股价上了，不是新鲜事，所以elon没有出现对特斯拉股价是不会有什么影响的，后面股价还是要看robtaxi和机器人，下一个主升浪是robtaxi产生利润，再下一个升浪则是机器人量产开卖（类比model3）。其他时间就是上上下下震荡行情，车卖得好就涨一下，卖不好就跌一下。","listText":"可以肯定的是，不管是没邀请，还是邀请了不去，都说明他们关系还没和好。但是关系破裂已经反映到股价上了，不是新鲜事，所以elon没有出现对特斯拉股价是不会有什么影响的，后面股价还是要看robtaxi和机器人，下一个主升浪是robtaxi产生利润，再下一个升浪则是机器人量产开卖（类比model3）。其他时间就是上上下下震荡行情，车卖得好就涨一下，卖不好就跌一下。","text":"可以肯定的是，不管是没邀请，还是邀请了不去，都说明他们关系还没和好。但是关系破裂已经反映到股价上了，不是新鲜事，所以elon没有出现对特斯拉股价是不会有什么影响的，后面股价还是要看robtaxi和机器人，下一个主升浪是robtaxi产生利润，再下一个升浪则是机器人量产开卖（类比model3）。其他时间就是上上下下震荡行情，车卖得好就涨一下，卖不好就跌一下。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/475389733724368","isVote":1,"tweetType":1,"viewCount":6101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"essenList":[]}