Sarawaka的个人主页 - 老虎社区

Sarawaka

Sarawaka

赚赚赚投资股票背后的企业

IP属地：北京

90关注

2粉丝

0主题

0勋章

2018-09-13

$蔚来汽车(NIO)$ 不让空就是自嗨

2018-07-11

$小米集团-W(01810)$ 空军走起吧这么大泡沫

2018-06-18

$搜狗(SOGO)$ 这货有庄么涨这么厉害

2018-09-14

$蔚来汽车(NIO)$ 为啥可以停牌

2018-07-13

$优信(UXIN)$ 打新时是不是没有人中签请回答

2018-06-18

$唯品会(VIPS)$ 又开始怂了扶不起的阿斗

2018-05-17

$唯品会(VIPS)$ 现在什么情况竟然还跌要不要补仓？

2018-12-28

$腾讯音乐(TME)$ 顶点快泄了

2025-02-24

老外一放消息就是跑路

摩根士丹利升阿里评级至增持，目标价上调至180美元

去老虎APP查看更多动态

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2月25日午间消息，格力电器今日连续发布多条独立董事候选人声明与承诺书，公告透露格力电器董事会将进行董事会换届。其中，公司第十二届董事会提名董明珠、张伟、张军督、舒立志、钟成堡为第十三届董事会非独立董事候选人，任期自股东大会审议通过之日起三年。\n　　这意味着，董明珠将有望连任格力电器非独立董事并继续出任董事长，此外，格力电器副总裁舒立志和总工程师、总裁助理钟成堡首次进入非独立董事候选人...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2025-02-25/doc-inemsnhp9985026.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1555":"内房股","02202":"万科企业","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK0175":"白马股","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","000002":"万科A","BK0014":"新能源汽车","BK0196":"行业龙头","LU1934453819.USD":"AB CHINA A SHARES EQUITY PORTFOLIO \"A\" (USD) ACC","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","BK1507":"粤港澳大湾区","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","LU1979443071.USD":"AB CHINA A SHARES EQUITY PORTFOLIO \"AD\" 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12:36","market":"us","language":"zh","title":"摩根士丹利升阿里评级至增持，目标价上调至180美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1156112766","media":"老虎资讯综合","summary":"预计云业务收入将在三年内翻倍。","content":"<html><head></head><body><p>摩根士丹利发表研究报告指，阿里巴巴由人工智能驱动的云需求激增，核心淘天集团(TTG)业务的弹性受到低估。由于集团2026至28财年的资本开支约为3000亿人民币，预计云业务收入将在三年内翻倍，在最高情况下，阿里云的估值为每股100美元。该行将阿里目标价由100美元上调至180美元，评级由与大市同步调升至增持。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e6dafd1a731a984764a81c6fec10480\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>摩根士丹利升阿里评级至增持，目标价上调至180美元</title>\n<style 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12:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>摩根士丹利发表研究报告指，阿里巴巴由人工智能驱动的云需求激增，核心淘天集团(TTG)业务的弹性受到低估。由于集团2026至28财年的资本开支约为3000亿人民币，预计云业务收入将在三年内翻倍，在最高情况下，阿里云的估值为每股100美元。该行将阿里目标价由100美元上调至180美元，评级由与大市同步调升至增持。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e6dafd1a731a984764a81c6fec10480\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ca2161e8ddb469de4171b1fb09459c6b","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156112766","content_text":"摩根士丹利发表研究报告指，阿里巴巴由人工智能驱动的云需求激增，核心淘天集团(TTG)业务的弹性受到低估。由于集团2026至28财年的资本开支约为3000亿人民币，预计云业务收入将在三年内翻倍，在最高情况下，阿里云的估值为每股100美元。该行将阿里目标价由100美元上调至180美元，评级由与大市同步调升至增持。","news_type":1,"symbols_score_info":{"09988":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":2882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399306737414728,"gmtCreate":1738509785736,"gmtModify":1738509787815,"author":{"id":"3483312659702476","authorId":"3483312659702476","name":"Sarawaka","avatar":"https://static.laohu8.com/d48a0be4249ad2f37e28f6db0b43cf25","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3483312659702476","idStr":"3483312659702476"},"themes":[],"htmlText":"你正好做空赚钱","listText":"你正好做空赚钱","text":"你正好做空赚钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399306737414728","repostId":"1108489662","repostType":4,"repost":{"id":"1108489662","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":1738411827,"share":"https://www.laohu8.com/m/news/1108489662?lang=zh_CN&edition=full","pubTime":"2025-02-01 20:10","market":"us","language":"zh","title":"达利欧警告：AI狂热正把美股推向泡沫危机","url":"https://stock-news.laohu8.com/highlight/detail?id=1108489662","media":"老虎资讯综合","summary":"定价已经达到了一个较高的水平。","content":"<html><head></head><body><p>桥水基金创始人达利欧最新警告称，投资者对人工智能的狂热助长了美股的“泡沫”，其程度类似于千禧年互联网泡沫破灭前的情形。达利欧指出，“定价已经达到了一个较高的水平，同时还存在利率风险，这种组合可能会刺破泡沫。”</p><p>达利欧表示：“我们现在所处的周期位置非常类似于1998年或1999年的情况。”他补充道，“换句话说，有一种新的重大技术无疑会改变世界并取得成功。但有些人将这一点与投资的成功混淆了。”</p><p>上世纪90年代末，科技股估值飙升，部分原因是低利率和互联网使用的增加，随后随着格林斯潘领导下的美联储收紧货币政策，市场经历了一次残酷的调整。纳斯达克100指数在1999年翻了一番，但在2002年10月前下跌了约80%。而自2023年初以来，该指数再次翻倍，像专注于AI的芯片制造商英伟达等股票大幅上涨。</p><p>达利欧也警告说，在AI领域的赌注异常高。“中美之间的科技竞争不仅对于经济优势至关重要，对于军事优势也是如此，比盈利能力更重要。”“那些过于关注用精细计算来确保盈利的人不会赢得这场竞赛。”</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\" 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20:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>桥水基金创始人达利欧最新警告称，投资者对人工智能的狂热助长了美股的“泡沫”，其程度类似于千禧年互联网泡沫破灭前的情形。达利欧指出，“定价已经达到了一个较高的水平，同时还存在利率风险，这种组合可能会刺破泡沫。”</p><p>达利欧表示：“我们现在所处的周期位置非常类似于1998年或1999年的情况。”他补充道，“换句话说，有一种新的重大技术无疑会改变世界并取得成功。但有些人将这一点与投资的成功混淆了。”</p><p>上世纪90年代末，科技股估值飙升，部分原因是低利率和互联网使用的增加，随后随着格林斯潘领导下的美联储收紧货币政策，市场经历了一次残酷的调整。纳斯达克100指数在1999年翻了一番，但在2002年10月前下跌了约80%。而自2023年初以来，该指数再次翻倍，像专注于AI的芯片制造商英伟达等股票大幅上涨。</p><p>达利欧也警告说，在AI领域的赌注异常高。“中美之间的科技竞争不仅对于经济优势至关重要，对于军事优势也是如此，比盈利能力更重要。”“那些过于关注用精细计算来确保盈利的人不会赢得这场竞赛。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/61ac6f61084482a9c0c70291c78e92f5","relate_stocks":{"AGIX":"通用人工智能 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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\">\n摩根士丹利升阿里评级至增持，目标价上调至180美元\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\">2025-02-24 12:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>摩根士丹利发表研究报告指，阿里巴巴由人工智能驱动的云需求激增，核心淘天集团(TTG)业务的弹性受到低估。由于集团2026至28财年的资本开支约为3000亿人民币，预计云业务收入将在三年内翻倍，在最高情况下，阿里云的估值为每股100美元。该行将阿里目标价由100美元上调至180美元，评级由与大市同步调升至增持。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e6dafd1a731a984764a81c6fec10480\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ca2161e8ddb469de4171b1fb09459c6b","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156112766","content_text":"摩根士丹利发表研究报告指，阿里巴巴由人工智能驱动的云需求激增，核心淘天集团(TTG)业务的弹性受到低估。由于集团2026至28财年的资本开支约为3000亿人民币，预计云业务收入将在三年内翻倍，在最高情况下，阿里云的估值为每股100美元。该行将阿里目标价由100美元上调至180美元，评级由与大市同步调升至增持。","news_type":1,"symbols_score_info":{"09988":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":2882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}