chenx32401的个人主页 - 老虎社区

chenx32401

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01-28 04:12

‌$黄金/美元(XAUUSD)$ ‌woc 啥情况，川普爆炸了吗，眼瞅着要回调，突然又开始拉涨创新高

01-23

‌$甲骨文(ORCL)$ ‌甲骨文啥时候跌到底部啊！？

01-22

‌$纳斯达克(.IXIC)$ ‌1月22日，特朗普在刚刚结束的达沃斯演讲中明确表示，他希望“非常快地”（very soon）签署一项全面的加密货币市场结构法案，引发市场资金突然拉涨。

01-22

‌$CME比特币主连 2601(BTCmain)$ ‌1月22日，特朗普在刚刚结束的达沃斯演讲中明确表示，他希望“非常快地”（very soon）签署一项全面的加密货币市场结构法案

01-22

‌$特斯拉(TSLA)$ ‌老马咋了？这直线拉升，🚀火箭上天了？？？

01-21

‌$好市多(COST)$ ‌Costco 好久没有这么硬过了！

01-19

‌$小米集团-W(01810)$ ‌小米要去找解放日的低点了

01-15

‌$黄金/美元(XAUUSD)$ ‌据报道，美国可能在未来24小时内对伊朗采取军事行动。德国汉莎航空发出旗下✈️撤出以色列领空信号

01-14

$老虎证券(TIGR)$ 这种庄股都敢买？

01-14

$阿里巴巴(BABA)$ 看好爸爸，国内最强的AI全阵列科技公司，deepseek再厉害也巧妇难为无米之炊

01-13

结果市场将起诉鲍威尔解读为利好降息…[无语] [无语] [无语]

美联储前任主席耶伦、伯南克和格林斯潘声援现任主席鲍威尔

01-09

黄仁勋也减持了不少，但还是没掉下来

Alphabet CEO Pichai Sundar 减持20800股

2025-12-25

‌$标普500(.SPX)$ ‌哇塞！标普SPY又历史新高了！圣诞行情如期而至 🎄

2025-12-19

‌$霸王茶姬(CHA)$ ‌我想问问，谁能拿正股拿到现在？

2025-12-13

‌$甲骨文(ORCL)$ ‌谁还在炒化骨文？业绩都无法保证

2025-12-04

‌$甲骨文(ORCL)$ ‌抄底甲骨文成功！！看多！

2025-11-27

‌$阿里巴巴(BABA)$ ‌阿里又咋了，一个月暴跌两回？？？这次又是什么理由空

2025-11-26

‌$霸王茶姬(CHA)$ ‌我想问，这个破股，连技术性反弹都不存在的嘛

2025-11-26

‌$甲骨文(ORCL)$ ‌怎么突然硬起来了

2025-11-25

‌$阿里巴巴(BABA)$ ‌财报利好利空都看交易员心情，利好也可以找理由下跌，利空也可以说是未来可期

去老虎APP查看更多动态

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‌老马咋了？这直线拉升，🚀火箭上天了？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/524484084556400","isVote":1,"tweetType":1,"viewCount":2000,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"content":"特朗普在刚刚结束的达沃斯演讲中明确表示，他希望**“非常快地”（very soon）签署一项全面的加密货币市场结构法案","text":"特朗普在刚刚结束的达沃斯演讲中明确表示，他希望**“非常快地”（very soon）签署一项全面的加密货币市场结构法案","html":"特朗普在刚刚结束的达沃斯演讲中明确表示，他希望**“非常快地”（very soon）签署一项全面的加密货币市场结构法案"},{"author":{"id":"3577426346350085","authorId":"3577426346350085","name":"听蓝","avatar":"https://static.tigerbbs.com/9649898e6171c7c55a5ed2cd4741c13d","crmLevel":12,"crmLevelSwitch":0,"idStr":"3577426346350085","authorIdStr":"3577426346350085"},"content":"估计是特朗普亲自下场画k线了 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看好爸爸，国内最强的AI全阵列科技公司，deepseek再厉害也巧妇难为无米之炊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521391843942984","isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521101184255448,"gmtCreate":1768250750265,"gmtModify":1768250752555,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"themes":[],"title":"","htmlText":"结果市场将起诉鲍威尔解读为利好降息…[无语]&nbsp; [无语]&nbsp; [无语]&nbsp;&nbsp;","listText":"结果市场将起诉鲍威尔解读为利好降息…[无语]&nbsp; [无语]&nbsp; [无语]&nbsp;&nbsp;","text":"结果市场将起诉鲍威尔解读为利好降息…[无语] [无语] [无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521101184255448","repostId":"1128056647","repostType":4,"repost":{"id":"1128056647","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1768232325,"share":"https://www.laohu8.com/m/news/1128056647?lang=zh_CN&edition=full","pubTime":"2026-01-12 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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>美联储前任主席耶伦、伯南克和格林斯潘声援现任主席鲍威尔</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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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美联储前任主席耶伦、伯南克和格林斯潘声援现任主席鲍威尔\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-01-12 23:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美联储前任主席耶伦、伯南克和格林斯潘声援现任美联储主席鲍威尔。称针对鲍威尔的刑事调查是对美联储独立性的“前所未有”攻击。</p><p>耶伦说：“我很惊讶市场没有表现出更为担忧的态度。在我看来，市场确实应该感到担忧。”耶伦对鲍威尔可能在去年作伪证的说法表示反感。她称：“我非常了解鲍威尔，他作伪证的可能性为零。所以我确实认为他们是为了他的席位，想要让他下台。”</p><p>美国司法部正对美联储主席鲍威尔展开刑事调查，重点审查美联储总部的翻修工程以及鲍威尔是否就在该项目范围问题上对国会撒谎。</p><p style=\"text-align: justify;\">据纽约时报援引知情官员透露，该调查由哥伦比亚特区联邦检察官办公室启动，并于去年11月获得该办公室负责人 Jeanine Pirro 的批准。<strong>调查内容涵盖对鲍威尔公开声明的分析以及对支出记录的审查。</strong>这一法律行动不仅针对涉及25亿美元的翻修项目及其超支问题，更深层反映了白宫与美联储在利率政策上的激烈博弈。特朗普一直抨击鲍威尔拒绝大幅降息，并曾以“无能”为由威胁将其解职。</p><p>鲍威尔11日发表声明回应说，美国联邦检察官对其相关指控都是“借口”。有分析指出，特朗普政府相关做法，可能导致外界担心美国货币政策受到政治压力影响，动摇市场对美联储政策的信心。如果美联储屈服于美国政府压力，不切实际地追求低利率，可能导致货币政策失去调节经济的作用，并削弱美元及美国金融体系的稳定性。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/993ac0306e07d6087979a4930e51d93d","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128056647","content_text":"美联储前任主席耶伦、伯南克和格林斯潘声援现任美联储主席鲍威尔。称针对鲍威尔的刑事调查是对美联储独立性的“前所未有”攻击。耶伦说：“我很惊讶市场没有表现出更为担忧的态度。在我看来，市场确实应该感到担忧。”耶伦对鲍威尔可能在去年作伪证的说法表示反感。她称：“我非常了解鲍威尔，他作伪证的可能性为零。所以我确实认为他们是为了他的席位，想要让他下台。”美国司法部正对美联储主席鲍威尔展开刑事调查，重点审查美联储总部的翻修工程以及鲍威尔是否就在该项目范围问题上对国会撒谎。据纽约时报援引知情官员透露，该调查由哥伦比亚特区联邦检察官办公室启动，并于去年11月获得该办公室负责人 Jeanine Pirro 的批准。调查内容涵盖对鲍威尔公开声明的分析以及对支出记录的审查。这一法律行动不仅针对涉及25亿美元的翻修项目及其超支问题，更深层反映了白宫与美联储在利率政策上的激烈博弈。特朗普一直抨击鲍威尔拒绝大幅降息，并曾以“无能”为由威胁将其解职。鲍威尔11日发表声明回应说，美国联邦检察官对其相关指控都是“借口”。有分析指出，特朗普政府相关做法，可能导致外界担心美国货币政策受到政治压力影响，动摇市场对美联储政策的信心。如果美联储屈服于美国政府压力，不切实际地追求低利率，可能导致货币政策失去调节经济的作用，并削弱美元及美国金融体系的稳定性。","news_type":1,"symbols_score_info":{".SPX":2,".DJI":2,".IXIC":2}},"isVote":1,"tweetType":1,"viewCount":703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":520091434373336,"gmtCreate":1767948959949,"gmtModify":1767948962460,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"themes":[],"title":"","htmlText":"黄仁勋也减持了不少，但还是没掉下来","listText":"黄仁勋也减持了不少，但还是没掉下来","text":"黄仁勋也减持了不少，但还是没掉下来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/520091434373336","repostId":"1111862972","repostType":2,"repost":{"id":"1111862972","kind":"news","weMediaInfo":{"introduction":"重大公告快速掌握","home_visible":1,"media_name":"老虎公告助手","id":"1094185691","head_image":"https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5"},"pubTimestamp":1767913814,"share":"https://www.laohu8.com/m/news/1111862972?lang=zh_CN&edition=full","pubTime":"2026-01-09 07:10","market":"us","language":"zh","title":"Alphabet CEO Pichai Sundar 减持20800股","url":"https://stock-news.laohu8.com/highlight/detail?id=1111862972","media":"老虎公告助手","summary":"Alphabet CEO Pichai Sundar 在 2026 年 1 月 7 日出售了合计 20800 股 Class C Capital Stock，价格范围为 314.85 到 327.05 美元。此类大规模减持可能表明公司高管认为当前股价已高估，投资者应密切关注市场反应。","content":"Alphabet CEO Pichai Sundar 在 2026 年 1 月 7 日出售了合计 20800 股 Class C Capital Stock，价格范围为 314.85 到 327.05 美元。此类大规模减持可能表明公司高管认为当前股价已高估，投资者应密切关注市场反应。","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>Alphabet CEO Pichai Sundar 减持20800股</title>\n<style 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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\">\nAlphabet CEO Pichai Sundar 减持20800股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1094185691\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎公告助手 </p>\n<p class=\"h-time\">2026-01-09 07:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nAlphabet CEO Pichai Sundar 在 2026 年 1 月 7 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一口大麻吸走几百亿","images":[{"img":"https://static.tigerbbs.com/87011c7a077d35eec38c49e8e4d354ca"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/261350","isVote":1,"tweetType":1,"viewCount":5456,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"303227894704374","authorId":"303227894704374","name":"silen","avatar":"https://static.tigerbbs.com/43064d94e2b859d1c1867e6a8b44823c","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"303227894704374","idStr":"303227894704374"},"content":"采访视频啥时候","text":"采访视频啥时候","html":"采访视频啥时候"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":499430668247232,"gmtCreate":1762956961872,"gmtModify":1762956963773,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ &nbsp;</a>‌长空茶姬，已经赚了60个点啦！！","listText":"‌<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ &nbsp;</a>‌长空茶姬，已经赚了60个点啦！！","text":"‌$霸王茶姬(CHA)$ ‌长空茶姬，已经赚了60个点啦！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/499430668247232","isVote":1,"tweetType":1,"viewCount":2236,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553854183608183","authorId":"3553854183608183","name":"andro1024","avatar":"https://static.tigerbbs.com/892784194c6e563214ebfc475aa65568","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3553854183608183","idStr":"3553854183608183"},"content":"怎么买空啊","text":"怎么买空啊","html":"怎么买空啊"},{"author":{"id":"4184215089541662","authorId":"4184215089541662","name":"YaleK","avatar":"https://static.tigerbbs.com/dddbc8e9daeeec64caa1d0b453b3cee3","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4184215089541662","idStr":"4184215089541662"},"content":"利率太高了[捂脸]","text":"利率太高了[捂脸]","html":"利率太高了[捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472249970430424,"gmtCreate":1756327494425,"gmtModify":1756327496235,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"themes":[],"htmlText":"无论财报好坏，机构都是要砸盘的","listText":"无论财报好坏，机构都是要砸盘的","text":"无论财报好坏，机构都是要砸盘的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/472249970430424","repostId":"1133420689","repostType":4,"repost":{"id":"1133420689","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1756326243,"share":"https://www.laohu8.com/m/news/1133420689?lang=zh_CN&edition=full","pubTime":"2025-08-28 04:24","market":"us","language":"zh","title":"英伟达Q2数据中心收入不及市场预期，本季度营收指引不够亮眼","url":"https://stock-news.laohu8.com/highlight/detail?id=1133420689","media":"老虎资讯综合","summary":"8月28日，$英伟达(NVDA)$发布2026财年第二季度业绩。财报显示，第二季度营收467亿美元，同比增长56%，市场预期462.3亿美元；数据中心收入411亿美元，同比增长56%，市场预期412.9亿美元；预计第三季度营收540亿美元+/-2%，市场预期534.6亿美元。财报发布后，英伟达盘后直线下挫，截至发稿跌超4%。","content":"<html><head></head><body><p>8月28日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发布2026财年第二季度业绩。财报显示，第二季度营收467.43亿美元，同比增长56%，市场预期462.31亿美元；调整后净利润257.83亿美元，同比增长52%，市场预期249.2亿美元；调整后每股收益1.05美元，同比增长54%，市场预期1.01美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab4efa4747ec5fdc3a2ec3f8584aecb4\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1e369acefdf833ef8eb3133d112a777\" title=\"\" tg-width=\"981\" tg-height=\"738\"/></p><h2 id=\"id_1276209809\">分业务来看：</h2><ul style=\"\"><li><p>第二季度数据中心收入410.96亿美元，同比增长56%，市场预期412.93亿美元；</p></li><li><p>第二季度游戏收入为42.87亿美元，同比增长49%，市场预期38.19亿美元；</p></li><li><p>第二季度专业可视化收入为6.01亿美元，同比增长32%，市场预期5.32亿美元；</p></li><li><p>第二季度汽车业务收入为5.86亿美元，同比增长69%，市场预期5.93亿美元。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b60c1a01c2971df0a59aaf378fbe5a0\" title=\"\" tg-width=\"975\" tg-height=\"351\"/></p><h2 id=\"id_1982623649\">第三季度业绩展望：</h2><ul style=\"\"><li><p>预计营收为540亿美元，上下浮动2%；该公司在展望中未考虑任何H20对华出口；</p></li><li><p>预计GAAP和非GAAP毛利率分别为73.3%和73.5%，上下浮动50个基点。公司预计今年年底的非GAAP毛利率将保持在70%左右；</p></li><li><p>预计GAAP和非GAAP运营费用分别约为59亿美元和42亿美元。预计2026财年全年运营费用增长率将达到30%以上；</p></li><li><p>预计GAAP和非GAAP其他收入和支出约为5亿美元的收入，不包括非流通股本证券和公开持有的股权证券的损益；</p></li><li><p>预计GAAP和非GAAP税率为16.5%，上下浮动1%，不包括任何单项项目。</p></li></ul><p>财报发布后，英伟达盘后直线下挫，截至发稿跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28cde0ce9036f3f141b299722a7ac360\" title=\"\" tg-width=\"834\" tg-height=\"834\"/></p><p>公司表示，第二季度没有向中国销售H20芯片。英伟达受益于此前释放的1.8亿美元H20库存，这得益于此前向中国境外客户无限制销售约6.5亿美元的H20芯片。</p><p>本季度，GAAP和非GAAP毛利率分别为72.4%和72.7%。若不计入1.8亿美元释放，本季度非GAAP毛利率应为72.3%。</p><p>本季度，GAAP和非GAAP稀释每股收益分别为1.08美元和1.05美元。若不计1.8亿美元释放及相关税费影响，本季度非GAAP稀释每股收益为1.04美元。</p><p>英伟达创始人兼首席执行官黄仁勋表示：“Blackwell是全世界翘首以盼的AI平台，它实现了非凡的跨越式发展——Blackwell Ultra 的产量正在全速提升，市场需求也异常旺盛。NVIDIA NVLink机架级计算技术具有革命性，它的到来恰逢推理AI模型推动训练和推理性能数量级提升的时代。AI竞赛已拉开帷幕，而Blackwell正是这场竞赛的核心平台。”</p><p>2026财年上半年，英伟达以股票回购和现金股息的形式向股东返还了243亿美元。截至第二季度末，公司剩余的股票回购授权金额为147亿美元。2025年8月26日，董事会批准公司额外增加600亿美元的股票回购授权，且该授权金额无有效期。</p><p>公司将于2025年10月2日向2025年9月11日登记在册的所有股东支付下一季度现金股息，每股0.01美元。</p></body></html>","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>英伟达Q2数据中心收入不及市场预期，本季度营收指引不够亮眼</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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英伟达Q2数据中心收入不及市场预期，本季度营收指引不够亮眼\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-08-28 04:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月28日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发布2026财年第二季度业绩。财报显示，第二季度营收467.43亿美元，同比增长56%，市场预期462.31亿美元；调整后净利润257.83亿美元，同比增长52%，市场预期249.2亿美元；调整后每股收益1.05美元，同比增长54%，市场预期1.01美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab4efa4747ec5fdc3a2ec3f8584aecb4\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1e369acefdf833ef8eb3133d112a777\" title=\"\" tg-width=\"981\" tg-height=\"738\"/></p><h2 id=\"id_1276209809\">分业务来看：</h2><ul style=\"\"><li><p>第二季度数据中心收入410.96亿美元，同比增长56%，市场预期412.93亿美元；</p></li><li><p>第二季度游戏收入为42.87亿美元，同比增长49%，市场预期38.19亿美元；</p></li><li><p>第二季度专业可视化收入为6.01亿美元，同比增长32%，市场预期5.32亿美元；</p></li><li><p>第二季度汽车业务收入为5.86亿美元，同比增长69%，市场预期5.93亿美元。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b60c1a01c2971df0a59aaf378fbe5a0\" title=\"\" tg-width=\"975\" tg-height=\"351\"/></p><h2 id=\"id_1982623649\">第三季度业绩展望：</h2><ul style=\"\"><li><p>预计营收为540亿美元，上下浮动2%；该公司在展望中未考虑任何H20对华出口；</p></li><li><p>预计GAAP和非GAAP毛利率分别为73.3%和73.5%，上下浮动50个基点。公司预计今年年底的非GAAP毛利率将保持在70%左右；</p></li><li><p>预计GAAP和非GAAP运营费用分别约为59亿美元和42亿美元。预计2026财年全年运营费用增长率将达到30%以上；</p></li><li><p>预计GAAP和非GAAP其他收入和支出约为5亿美元的收入，不包括非流通股本证券和公开持有的股权证券的损益；</p></li><li><p>预计GAAP和非GAAP税率为16.5%，上下浮动1%，不包括任何单项项目。</p></li></ul><p>财报发布后，英伟达盘后直线下挫，截至发稿跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28cde0ce9036f3f141b299722a7ac360\" title=\"\" tg-width=\"834\" tg-height=\"834\"/></p><p>公司表示，第二季度没有向中国销售H20芯片。英伟达受益于此前释放的1.8亿美元H20库存，这得益于此前向中国境外客户无限制销售约6.5亿美元的H20芯片。</p><p>本季度，GAAP和非GAAP毛利率分别为72.4%和72.7%。若不计入1.8亿美元释放，本季度非GAAP毛利率应为72.3%。</p><p>本季度，GAAP和非GAAP稀释每股收益分别为1.08美元和1.05美元。若不计1.8亿美元释放及相关税费影响，本季度非GAAP稀释每股收益为1.04美元。</p><p>英伟达创始人兼首席执行官黄仁勋表示：“Blackwell是全世界翘首以盼的AI平台，它实现了非凡的跨越式发展——Blackwell Ultra 的产量正在全速提升，市场需求也异常旺盛。NVIDIA NVLink机架级计算技术具有革命性，它的到来恰逢推理AI模型推动训练和推理性能数量级提升的时代。AI竞赛已拉开帷幕，而Blackwell正是这场竞赛的核心平台。”</p><p>2026财年上半年，英伟达以股票回购和现金股息的形式向股东返还了243亿美元。截至第二季度末，公司剩余的股票回购授权金额为147亿美元。2025年8月26日，董事会批准公司额外增加600亿美元的股票回购授权，且该授权金额无有效期。</p><p>公司将于2025年10月2日向2025年9月11日登记在册的所有股东支付下一季度现金股息，每股0.01美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDS":"1.5倍做空NVDA ETF-Tradr","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133420689","content_text":"8月28日，英伟达发布2026财年第二季度业绩。财报显示，第二季度营收467.43亿美元，同比增长56%，市场预期462.31亿美元；调整后净利润257.83亿美元，同比增长52%，市场预期249.2亿美元；调整后每股收益1.05美元，同比增长54%，市场预期1.01美元。分业务来看：第二季度数据中心收入410.96亿美元，同比增长56%，市场预期412.93亿美元；第二季度游戏收入为42.87亿美元，同比增长49%，市场预期38.19亿美元；第二季度专业可视化收入为6.01亿美元，同比增长32%，市场预期5.32亿美元；第二季度汽车业务收入为5.86亿美元，同比增长69%，市场预期5.93亿美元。第三季度业绩展望：预计营收为540亿美元，上下浮动2%；该公司在展望中未考虑任何H20对华出口；预计GAAP和非GAAP毛利率分别为73.3%和73.5%，上下浮动50个基点。公司预计今年年底的非GAAP毛利率将保持在70%左右；预计GAAP和非GAAP运营费用分别约为59亿美元和42亿美元。预计2026财年全年运营费用增长率将达到30%以上；预计GAAP和非GAAP其他收入和支出约为5亿美元的收入，不包括非流通股本证券和公开持有的股权证券的损益；预计GAAP和非GAAP税率为16.5%，上下浮动1%，不包括任何单项项目。财报发布后，英伟达盘后直线下挫，截至发稿跌超4%。公司表示，第二季度没有向中国销售H20芯片。英伟达受益于此前释放的1.8亿美元H20库存，这得益于此前向中国境外客户无限制销售约6.5亿美元的H20芯片。本季度，GAAP和非GAAP毛利率分别为72.4%和72.7%。若不计入1.8亿美元释放，本季度非GAAP毛利率应为72.3%。本季度，GAAP和非GAAP稀释每股收益分别为1.08美元和1.05美元。若不计1.8亿美元释放及相关税费影响，本季度非GAAP稀释每股收益为1.04美元。英伟达创始人兼首席执行官黄仁勋表示：“Blackwell是全世界翘首以盼的AI平台，它实现了非凡的跨越式发展——Blackwell Ultra 的产量正在全速提升，市场需求也异常旺盛。NVIDIA NVLink机架级计算技术具有革命性，它的到来恰逢推理AI模型推动训练和推理性能数量级提升的时代。AI竞赛已拉开帷幕，而Blackwell正是这场竞赛的核心平台。”2026财年上半年，英伟达以股票回购和现金股息的形式向股东返还了243亿美元。截至第二季度末，公司剩余的股票回购授权金额为147亿美元。2025年8月26日，董事会批准公司额外增加600亿美元的股票回购授权，且该授权金额无有效期。公司将于2025年10月2日向2025年9月11日登记在册的所有股东支付下一季度现金股息，每股0.01美元。","news_type":1,"symbols_score_info":{"NVDS":1.1,"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":1173,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4092177932484180","idStr":"4092177932484180"},"content":"涨太多，看微软高位出货","text":"涨太多，看微软高位出货","html":"涨太多，看微软高位出货"},{"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"content":"黄仁勋自己也在出货。","text":"黄仁勋自己也在出货。","html":"黄仁勋自己也在出货。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":260752,"gmtCreate":1536277645784,"gmtModify":1704772637706,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"themes":[],"htmlText":"$京东(JD)$ 【刘强东律师：本周五将结案，不会受到任何指控】刘强东美国律师表示，警方已经建议完结本案，相信本周五就会结案。并称，刘强东不会受到任何指控，而且结案后，所有报告、证词、录音等资料将被公开。（中国经营网）","listText":"$京东(JD)$ 【刘强东律师：本周五将结案，不会受到任何指控】刘强东美国律师表示，警方已经建议完结本案，相信本周五就会结案。并称，刘强东不会受到任何指控，而且结案后，所有报告、证词、录音等资料将被公开。（中国经营网）","text":"$京东(JD)$ 【刘强东律师：本周五将结案，不会受到任何指控】刘强东美国律师表示，警方已经建议完结本案，相信本周五就会结案。并称，刘强东不会受到任何指控，而且结案后，所有报告、证词、录音等资料将被公开。（中国经营网）","images":[{"img":"https://static.tigerbbs.com/26c0709f7f330c91b7c482926af07f1e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/260752","isVote":1,"tweetType":1,"viewCount":5058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":889143166,"gmtCreate":1631118626055,"gmtModify":1631118626055,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"themes":[],"htmlText":"我只担心癌股","listText":"我只担心癌股","text":"我只担心癌股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/889143166","repostId":"2165994363","repostType":2,"repost":{"id":"2165994363","kind":"highlight","pubTimestamp":1631085017,"share":"https://www.laohu8.com/m/news/2165994363?lang=zh_CN&edition=full","pubTime":"2021-09-08 15:10","market":"us","language":"zh","title":"美国多个指标报警！","url":"https://stock-news.laohu8.com/highlight/detail?id=2165994363","media":"华尔街见闻","summary":"美国人曾憧憬，这个夏天经济能回归常态，上班族回到办公室，孩子们重返校园，街角的咖啡店再次开业。但一切事与愿违，随着疫情复燃，复苏在8月踩下了急刹车。\n上周五，让人大跌眼镜的非农就业数据带来了最直接的报","content":"<p>美国人曾憧憬，这个夏天经济能回归常态，上班族回到办公室，孩子们重返校园，街角的咖啡店再次开业。但一切事与愿违，随着疫情复燃，复苏在8月踩下了急刹车。</p>\n<p><b>上周五，让人大跌眼镜的非农就业数据带来了最直接的报警信号。</b>美国8月非农就业人口仅增加23.5万人，大幅不及市场预期的73.3万人，低于6月和7月的约100万个，创2021年1月以来最小增幅。</p>\n<p>8月，密歇根大学消费者信心指数也跌至10年来的最低水平，不断蔓延的Delta变种病毒和持续上升的通胀令美国人感到担忧。</p>\n<p>据美国约翰斯·霍普金斯大学发布的数据，截至美国东部时间2021年9月7日下午6点，全美共报告新冠肺炎确诊40238083例，死亡650345例。</p>\n<p><b>过去一周，美国平均每天新增病例超过 161000 例，新增死亡病例高达 1560 例，平均每天住院人数超过 102000 人，仅比去年冬天的峰值略低。</b></p>\n<p><img src=\"https://static.tigerbbs.com/f7c5b880f937edae73659acd8fa2e181\" tg-width=\"731\" tg-height=\"455\" referrerpolicy=\"no-referrer\"></p>\n<p>(图片来源：Worldometers)</p>\n<h2>“不确定性和焦虑感又回来了”</h2>\n<p>疫情复燃之下，美国办公室和学校推迟开放，旅行和演出计划纷纷取消。</p>\n<p><b>从8月份开始，包括<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>在内的大小的公司都放弃了重新开放办公室的计划，一些公司甚至将返回日期推迟到2022年。</b></p>\n<p>官方数据显示，7月中旬，前往夏威夷的游客人数已经恢复至接近疫情前的水平，仅比2019年同期下降了约10%。但从8月开始，速度有所放缓，在8月的最后7天，日均游客抵达数量比2019年下降了34%。</p>\n<p>市场研究公司TOP的数据显示，与7月中旬的疫情高峰相比，8月底的影院客流量下降了一半以上。派拉蒙影业公司推迟了《壮志凌云:特立独行》和《碟中谍7》的上映。</p>\n<p>与此同时，美国许多学校已经关闭或恢复线上授课。</p>\n<p>华尔街日报援引哥伦比亚商学院经济学家Stephan Meier表示，学校重新开学本应是经济的一个重要时刻。大约四分之一的家庭有学龄儿童，可靠的儿童看护可以让许多美国人，尤其是女性重返工作岗位。但目前，Delta变种和缺乏针对12岁以下儿童的疫苗可能会让一些父母不愿离家工作。</p>\n<p><b>Meier称：“我们去年的不确定性和焦虑感又回来了，这种不确定性足以抑制劳动力供应。”</b></p>\n<h2>机构纷纷下调美国经济增长预期</h2>\n<p>经济学家认为，Delta变种病毒不会将美国推回衰退，但失去增长动力可能延长疫情期间失去的数百万就业岗位的复苏，令许多就业市场处于观望状态，并阻碍企业在新的不确定性下投资。</p>\n<p>本周一发布的报告中，<a href=\"https://laohu8.com/S/GS\">高盛</a>将今年的美国GDP预期增速降至5.7%，今年失业率预期从4.1%升至4.2%，这是不到三个月里，高盛第三次下调今年美国GDP预期。</p>\n<p>在本周解释为何下调预期时，高盛经济学家提到几大影响因素，<b>预计由于变种病毒Delta肆虐、政府的财政支持在减弱，加之需求从商品转换到服务，美国消费者可能减少支出，消费形势比之前预期的更严峻：</b></p>\n<blockquote>\n “未来消费强劲增长的阻碍看来多得多：Delta变异病毒已经在施压三季度增长，财政刺激在减少，服务业复苏放缓，这些都将是中期内的负面因素。”\n</blockquote>\n<p>本月初，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>也大幅下调了三季度美国GDP预期，从6.5%猛砍至仅2.9%，四季度GDP预期维持在6.7%。下修三季度GDP预期后，摩根士丹利的美国今年全年GDP增速预期为5.6%，比高盛本周调降后的全年预期增速还低。</p>\n<p>摩根士丹利当时称，<b>调降预期主要由于经济增长的动力已提前释放，政府刺激性支出对经济的推动减少，加之供应链瓶颈持续拖累经济，汽车等大件耐用品的消费者支出由此减少。</b></p>\n<h2>美股两连跌，更大的考验在后面</h2>\n<p>周二，道指跌超200点，创8月19日以来收盘新低以及8月18日以来最大收盘跌幅。标普收跌0.34%，报4520.03点，创8月27日以来新低。</p>\n<p>这是上周五远逊预期的非农就业报告公布后，道指、标普连续两日收跌。即使是包括周一在内的三日长周末也没能缓和美股多数板块的跌势，美股和美债价格盘中齐跌，国债收益率上行，基准10年期美债收益率刷新7月中旬以来高位。</p>\n<p>分析指出，Delta变种病毒肆虐之下，市场正在重新评估美国经济增长前景，以及其对企业盈利的影响。</p>\n<p><b>随着美国财政刺激措施逐渐退场，美国经济复苏将面临进一步的考验。</b></p>\n<p>本周，超过750万的美国人将失去疫情时期每周300美元的额外失业救济。<b>除了停止疫情补贴外，增税、债务上调等风险因素也给美国经济带来了额外的考验。</b></p>\n<p>华尔街见闻此前提及，尽管美国国会似乎有可能在今年秋季通过一项基础设施法案，但与2020年3月以来推出的多轮刺激计划相比，近期的刺激计划经济影响相对有限。</p>\n<p>美国国会可能会投票决定提高对企业和高收入个人的税收，这将抵消支出带来的提振——这是市场面临的另一个短期风险。</p>\n<p>与此同时，美股今秋还可能受到债务上限上调的影响。美国国会需要在本月晚些时候通过提高债务上限以筹集政府资金，以及一项临时开支法案，以避免华盛顿在10月份关闭。</p>","source":"wallstreetcn_api","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>美国多个指标报警！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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美国多个指标报警！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-08 15:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3639891><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国人曾憧憬，这个夏天经济能回归常态，上班族回到办公室，孩子们重返校园，街角的咖啡店再次开业。但一切事与愿违，随着疫情复燃，复苏在8月踩下了急刹车。\n上周五，让人大跌眼镜的非农就业数据带来了最直接的报警信号。美国8月非农就业人口仅增加23.5万人，大幅不及市场预期的73.3万人，低于6月和7月的约100万个，创2021年1月以来最小增幅。\n8月，密歇根大学消费者信心指数也跌至10年来的最低水平，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3639891\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","NUGT":"二倍做多黄金矿业指数ETF-Direxion","IAU":"黄金信托ETF-iShares","GDX":"黄金矿业ETF-VanEck","GLD":"黄金ETF-SPDR","DUST":"二倍做空黄金矿业指数ETF-Direxion"},"source_url":"https://wallstreetcn.com/articles/3639891","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165994363","content_text":"美国人曾憧憬，这个夏天经济能回归常态，上班族回到办公室，孩子们重返校园，街角的咖啡店再次开业。但一切事与愿违，随着疫情复燃，复苏在8月踩下了急刹车。\n上周五，让人大跌眼镜的非农就业数据带来了最直接的报警信号。美国8月非农就业人口仅增加23.5万人，大幅不及市场预期的73.3万人，低于6月和7月的约100万个，创2021年1月以来最小增幅。\n8月，密歇根大学消费者信心指数也跌至10年来的最低水平，不断蔓延的Delta变种病毒和持续上升的通胀令美国人感到担忧。\n据美国约翰斯·霍普金斯大学发布的数据，截至美国东部时间2021年9月7日下午6点，全美共报告新冠肺炎确诊40238083例，死亡650345例。\n过去一周，美国平均每天新增病例超过 161000 例，新增死亡病例高达 1560 例，平均每天住院人数超过 102000 人，仅比去年冬天的峰值略低。\n\n(图片来源：Worldometers)\n“不确定性和焦虑感又回来了”\n疫情复燃之下，美国办公室和学校推迟开放，旅行和演出计划纷纷取消。\n从8月份开始，包括苹果、亚马逊在内的大小的公司都放弃了重新开放办公室的计划，一些公司甚至将返回日期推迟到2022年。\n官方数据显示，7月中旬，前往夏威夷的游客人数已经恢复至接近疫情前的水平，仅比2019年同期下降了约10%。但从8月开始，速度有所放缓，在8月的最后7天，日均游客抵达数量比2019年下降了34%。\n市场研究公司TOP的数据显示，与7月中旬的疫情高峰相比，8月底的影院客流量下降了一半以上。派拉蒙影业公司推迟了《壮志凌云:特立独行》和《碟中谍7》的上映。\n与此同时，美国许多学校已经关闭或恢复线上授课。\n华尔街日报援引哥伦比亚商学院经济学家Stephan Meier表示，学校重新开学本应是经济的一个重要时刻。大约四分之一的家庭有学龄儿童，可靠的儿童看护可以让许多美国人，尤其是女性重返工作岗位。但目前，Delta变种和缺乏针对12岁以下儿童的疫苗可能会让一些父母不愿离家工作。\nMeier称：“我们去年的不确定性和焦虑感又回来了，这种不确定性足以抑制劳动力供应。”\n机构纷纷下调美国经济增长预期\n经济学家认为，Delta变种病毒不会将美国推回衰退，但失去增长动力可能延长疫情期间失去的数百万就业岗位的复苏，令许多就业市场处于观望状态，并阻碍企业在新的不确定性下投资。\n本周一发布的报告中，高盛将今年的美国GDP预期增速降至5.7%，今年失业率预期从4.1%升至4.2%，这是不到三个月里，高盛第三次下调今年美国GDP预期。\n在本周解释为何下调预期时，高盛经济学家提到几大影响因素，预计由于变种病毒Delta肆虐、政府的财政支持在减弱，加之需求从商品转换到服务，美国消费者可能减少支出，消费形势比之前预期的更严峻：\n\n “未来消费强劲增长的阻碍看来多得多：Delta变异病毒已经在施压三季度增长，财政刺激在减少，服务业复苏放缓，这些都将是中期内的负面因素。”\n\n本月初，摩根士丹利也大幅下调了三季度美国GDP预期，从6.5%猛砍至仅2.9%，四季度GDP预期维持在6.7%。下修三季度GDP预期后，摩根士丹利的美国今年全年GDP增速预期为5.6%，比高盛本周调降后的全年预期增速还低。\n摩根士丹利当时称，调降预期主要由于经济增长的动力已提前释放，政府刺激性支出对经济的推动减少，加之供应链瓶颈持续拖累经济，汽车等大件耐用品的消费者支出由此减少。\n美股两连跌，更大的考验在后面\n周二，道指跌超200点，创8月19日以来收盘新低以及8月18日以来最大收盘跌幅。标普收跌0.34%，报4520.03点，创8月27日以来新低。\n这是上周五远逊预期的非农就业报告公布后，道指、标普连续两日收跌。即使是包括周一在内的三日长周末也没能缓和美股多数板块的跌势，美股和美债价格盘中齐跌，国债收益率上行，基准10年期美债收益率刷新7月中旬以来高位。\n分析指出，Delta变种病毒肆虐之下，市场正在重新评估美国经济增长前景，以及其对企业盈利的影响。\n随着美国财政刺激措施逐渐退场，美国经济复苏将面临进一步的考验。\n本周，超过750万的美国人将失去疫情时期每周300美元的额外失业救济。除了停止疫情补贴外，增税、债务上调等风险因素也给美国经济带来了额外的考验。\n华尔街见闻此前提及，尽管美国国会似乎有可能在今年秋季通过一项基础设施法案，但与2020年3月以来推出的多轮刺激计划相比，近期的刺激计划经济影响相对有限。\n美国国会可能会投票决定提高对企业和高收入个人的税收，这将抵消支出带来的提振——这是市场面临的另一个短期风险。\n与此同时，美股今秋还可能受到债务上限上调的影响。美国国会需要在本月晚些时候通过提高债务上限以筹集政府资金，以及一项临时开支法案，以避免华盛顿在10月份关闭。","news_type":1,"symbols_score_info":{"159934":0.9,"518880":0.9,"GLD":0.9,"SGCmain":0.9,"SGUmain":0.9,"MGCmain":0.9,"IAU":0.9,"GDX":0.9,"NUGT":0.9,"DUST":0.9}},"isVote":1,"tweetType":1,"viewCount":3833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521392868221432,"gmtCreate":1768333087241,"gmtModify":1768333090763,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 这种庄股都敢买？","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 这种庄股都敢买？","text":"$老虎证券(TIGR)$ 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不过庄要快来了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482489047179640,"gmtCreate":1758823642999,"gmtModify":1758823644792,"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$ &nbsp;</a>‌冰阔落不是防御标地吗 一直跌","listText":"‌<a href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$ &nbsp;</a>‌冰阔落不是防御标地吗 一直跌","text":"‌$可口可乐(KO)$ ‌冰阔落不是防御标地吗 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