坤钧滚雪球007的个人主页 - 老虎社区

坤钧滚雪球007

坤钧滚雪球007

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IP属地：北京

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坤钧滚雪球007

2023-09-01

‌$老虎证券(TIGR)$ ‌继续大涨～

坤钧滚雪球007

2022-10-22

‌$老虎证券(TIGR)$‌我买入了老虎证券，期待2年后翻倍，诸位估计可以吗？

坤钧滚雪球007

2025-06-25

中国美股券商龙头和币圈中国龙头的合作，值得期待。

李林通过旗下公司Avenir Tech购入老虎证券5.9%股票

坤钧滚雪球007

2022-12-31

$老虎证券(TIGR)$ 影响有限。

坤钧滚雪球007

08-23

‌[财迷] ‌

@AliceSam:2026学习笔记之114 - 博通暴跌20%后，现在是抄底好时机吗？

坤钧滚雪球007

02-26

分析的太好了，赞。

@价值投资为王:英伟达财报炸裂，半导体ETF能否掀起新一轮攻势？

坤钧滚雪球007

02-26

$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$

坤钧滚雪球007

02-10

是拉高出货，可以挂6w买入。

坤钧滚雪球007

2025-10-17

难以守住。

坤钧滚雪球007

2025-06-17

$众安花旗五九购A.C(27631)$

去老虎APP查看更多动态

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href=\"\">[财迷]&nbsp;</a>‌","listText":"‌<a href=\"\">[财迷]&nbsp;</a>‌","text":"‌[财迷] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/599898338911064","repostId":"599432539857192","repostType":1,"repost":{"id":599432539857192,"gmtCreate":1787387475524,"gmtModify":1787393096650,"author":{"id":"4087422624240810","authorId":"4087422624240810","name":"AliceSam","avatar":"https://static.tigerbbs.com/77ff717dd7a06de56315c65060829a03","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087422624240810","authorIdStr":"4087422624240810"},"themes":[],"title":"2026学习笔记之114 - 博通暴跌20%后，现在是抄底好时机吗？","htmlText":"过去的这一个月， <a href=\"https://ttm.financial/S/AVGO\">$博通(AVGO)$</a> 可能是美股AI板块中最有争议的股票, 感觉他好像是正在上演一场令人困惑的背离剧，这家全球定制AI芯片Custom Silicon的绝对龙头，在业绩以三位数百分比狂飙的同时，股价却从6月初的历史高点495一路下挫，截至8月21日收盘报368.45，累计回撤超过25%，基本面向上、股价向下，一种火山和冰川的反差。 一边是基本面,季度营收221.9亿美元，同比增长48%,AI半导体收入108亿美元，同比增长143%,自由现金流102.6亿美元,下一季度AI收入指引160亿美元，同比增速超过200%. 这些数据都表明了，博通的AI半导体收入正在从高速增长，迈入超高速增长阶段，他们Q2的那个143%增长，已经令人瞩目，而Q3的那个超200%，则表明需求曲线仍在陡峭化，而非放缓。 另一边却是股价表现,从接近495美元高点一路跌到360~380美元附近，最大跌幅接近20%-25%,对于很多投资者来说产生了一个困惑,为什么基本面最强的公司之一，却遭遇了AI板块最剧烈的杀估值？ 事实上，最近一个月市场抛售博通，不是因为财报差，而是因为市场开始重新评估两个此前被忽略的风险，一个是AiXPV融资平台带来的信用担保风险，另一个是Google TPU供应链份额可能被稀释。 而我认为，当前AVGO已经从高估值成长股，逐渐变成“合理甚至略低估的成长股”，但是否值得抄底，取决于我们怎么看待这两个风险。 最近导致AVGO暴跌的原因并非业绩，恰恰相反，他们这个季度的业绩几乎无可挑剔。市场真正恐慌的是博通开始从卖铲子，变成参与融资，这改变了投资逻辑。 今年6月，博通联合Apollo和Blackstone，成立AiXPV融资平台，目标非常简单，帮助AI企业更快获得算力。据近期报道，该平台计","listText":"过去的这一个月， <a href=\"https://ttm.financial/S/AVGO\">$博通(AVGO)$</a> 可能是美股AI板块中最有争议的股票, 感觉他好像是正在上演一场令人困惑的背离剧，这家全球定制AI芯片Custom Silicon的绝对龙头，在业绩以三位数百分比狂飙的同时，股价却从6月初的历史高点495一路下挫，截至8月21日收盘报368.45，累计回撤超过25%，基本面向上、股价向下，一种火山和冰川的反差。 一边是基本面,季度营收221.9亿美元，同比增长48%,AI半导体收入108亿美元，同比增长143%,自由现金流102.6亿美元,下一季度AI收入指引160亿美元，同比增速超过200%. 这些数据都表明了，博通的AI半导体收入正在从高速增长，迈入超高速增长阶段，他们Q2的那个143%增长，已经令人瞩目，而Q3的那个超200%，则表明需求曲线仍在陡峭化，而非放缓。 另一边却是股价表现,从接近495美元高点一路跌到360~380美元附近，最大跌幅接近20%-25%,对于很多投资者来说产生了一个困惑,为什么基本面最强的公司之一，却遭遇了AI板块最剧烈的杀估值？ 事实上，最近一个月市场抛售博通，不是因为财报差，而是因为市场开始重新评估两个此前被忽略的风险，一个是AiXPV融资平台带来的信用担保风险，另一个是Google TPU供应链份额可能被稀释。 而我认为，当前AVGO已经从高估值成长股，逐渐变成“合理甚至略低估的成长股”，但是否值得抄底，取决于我们怎么看待这两个风险。 最近导致AVGO暴跌的原因并非业绩，恰恰相反，他们这个季度的业绩几乎无可挑剔。市场真正恐慌的是博通开始从卖铲子，变成参与融资，这改变了投资逻辑。 今年6月，博通联合Apollo和Blackstone，成立AiXPV融资平台，目标非常简单，帮助AI企业更快获得算力。据近期报道，该平台计","text":"过去的这一个月， $博通(AVGO)$ 可能是美股AI板块中最有争议的股票, 感觉他好像是正在上演一场令人困惑的背离剧，这家全球定制AI芯片Custom Silicon的绝对龙头，在业绩以三位数百分比狂飙的同时，股价却从6月初的历史高点495一路下挫，截至8月21日收盘报368.45，累计回撤超过25%，基本面向上、股价向下，一种火山和冰川的反差。 一边是基本面,季度营收221.9亿美元，同比增长48%,AI半导体收入108亿美元，同比增长143%,自由现金流102.6亿美元,下一季度AI收入指引160亿美元，同比增速超过200%. 这些数据都表明了，博通的AI半导体收入正在从高速增长，迈入超高速增长阶段，他们Q2的那个143%增长，已经令人瞩目，而Q3的那个超200%，则表明需求曲线仍在陡峭化，而非放缓。 另一边却是股价表现,从接近495美元高点一路跌到360~380美元附近，最大跌幅接近20%-25%,对于很多投资者来说产生了一个困惑,为什么基本面最强的公司之一，却遭遇了AI板块最剧烈的杀估值？ 事实上，最近一个月市场抛售博通，不是因为财报差，而是因为市场开始重新评估两个此前被忽略的风险，一个是AiXPV融资平台带来的信用担保风险，另一个是Google TPU供应链份额可能被稀释。 而我认为，当前AVGO已经从高估值成长股，逐渐变成“合理甚至略低估的成长股”，但是否值得抄底，取决于我们怎么看待这两个风险。 最近导致AVGO暴跌的原因并非业绩，恰恰相反，他们这个季度的业绩几乎无可挑剔。市场真正恐慌的是博通开始从卖铲子，变成参与融资，这改变了投资逻辑。 今年6月，博通联合Apollo和Blackstone，成立AiXPV融资平台，目标非常简单，帮助AI企业更快获得算力。据近期报道，该平台计","images":[{"img":"https://community-static.tradeup.com/news/bfff69bc5ec3f8f87bdbfc66f6f46415","width":"739","height":"423"},{"img":"https://community-static.tradeup.com/news/bfca2de221be6e69f71849e54693b04b","width":"826","height":"193"},{"img":"https://community-static.tradeup.com/news/7720cb8b99f9cab7a4de73ed02fc5eab","width":"835","height":"163"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/599432539857192","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":536954310489696,"gmtCreate":1772113326784,"gmtModify":1772113329517,"author":{"id":"3508057434573229","authorId":"3508057434573229","name":"坤钧滚雪球007","avatar":"https://static.tigerbbs.com/92d2748c0941e02c02b675c6af4706c0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3508057434573229","authorIdStr":"3508057434573229"},"themes":[],"title":"","htmlText":"分析的太好了，赞。","listText":"分析的太好了，赞。","text":"分析的太好了，赞。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536954310489696","repostId":"536873308664400","repostType":1,"repost":{"id":536873308664400,"gmtCreate":1772092903026,"gmtModify":1772092958939,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"英伟达财报炸裂，半导体ETF能否掀起新一轮攻势？","htmlText":"今日凌晨， <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 公布26财年四季报，截止今年1月25日的三个月成绩单。 与分析师预期相比，四季度业绩表现亮眼： 展望27财年一季度，英伟达预计营收在780亿美元左右，同比大增77%，大超分析师预期的728亿。 虽然财报炸裂，但英伟达盘后走势波澜不惊，仅微涨0.18%！ 受此影响，半导体ETF在昨夜创下历史新高后，也出现小幅调整，规模最大的半导体ETF—— <a href=\"https://laohu8.com/S/SMH\">$半导体指数ETF-HOLDRs(SMH)$</a> 盘后下跌0.43%、 <a href=\"https://laohu8.com/S/SOXX\">$iShares费城交易所半导体ETF(SOXX)$</a> 盘后下跌0.35%、 <a href=\"https://laohu8.com/S/FTXL\">$First Trust Nasdaq Semiconductor ETF(FTXL)$</a> 盘后下跌0.66%。 火爆的业绩撞上冰冷的股价，英伟达和半导体将何去何从？相关ETF还有机会吗？ 从英伟达四季报来看，当季营收高达681亿美元，大超分析师预期的659亿，同比大增73.2%： 分业务看，数据中心业务营收623亿美元，占总收入的比重高达91.5%，同比增长75%；传统的游戏主业营收37亿美元，同比增长46.5%，但占总收入的比重已经降至5%。专业可视化、汽车及其他业务在四季报的表现有好有坏，考虑到收入占比极低，且对股价影响微乎其微，因此，这里不展开分析： 盈利能力方面，英伟达四季报毛利率达到75%，调整后为75.2%，高于分析师预期的74.7%： &nbsp; 由此来看，英伟达此次财报无论是当期业绩还是未来指引，皆好于预期，保持了以往“优秀”的表现","listText":"今日凌晨， <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 公布26财年四季报，截止今年1月25日的三个月成绩单。 与分析师预期相比，四季度业绩表现亮眼： 展望27财年一季度，英伟达预计营收在780亿美元左右，同比大增77%，大超分析师预期的728亿。 虽然财报炸裂，但英伟达盘后走势波澜不惊，仅微涨0.18%！ 受此影响，半导体ETF在昨夜创下历史新高后，也出现小幅调整，规模最大的半导体ETF—— <a href=\"https://laohu8.com/S/SMH\">$半导体指数ETF-HOLDRs(SMH)$</a> 盘后下跌0.43%、 <a href=\"https://laohu8.com/S/SOXX\">$iShares费城交易所半导体ETF(SOXX)$</a> 盘后下跌0.35%、 <a href=\"https://laohu8.com/S/FTXL\">$First Trust Nasdaq Semiconductor ETF(FTXL)$</a> 盘后下跌0.66%。 火爆的业绩撞上冰冷的股价，英伟达和半导体将何去何从？相关ETF还有机会吗？ 从英伟达四季报来看，当季营收高达681亿美元，大超分析师预期的659亿，同比大增73.2%： 分业务看，数据中心业务营收623亿美元，占总收入的比重高达91.5%，同比增长75%；传统的游戏主业营收37亿美元，同比增长46.5%，但占总收入的比重已经降至5%。专业可视化、汽车及其他业务在四季报的表现有好有坏，考虑到收入占比极低，且对股价影响微乎其微，因此，这里不展开分析： 盈利能力方面，英伟达四季报毛利率达到75%，调整后为75.2%，高于分析师预期的74.7%： &nbsp; 由此来看，英伟达此次财报无论是当期业绩还是未来指引，皆好于预期，保持了以往“优秀”的表现","text":"今日凌晨， $英伟达(NVDA)$ 公布26财年四季报，截止今年1月25日的三个月成绩单。 与分析师预期相比，四季度业绩表现亮眼： 展望27财年一季度，英伟达预计营收在780亿美元左右，同比大增77%，大超分析师预期的728亿。 虽然财报炸裂，但英伟达盘后走势波澜不惊，仅微涨0.18%！ 受此影响，半导体ETF在昨夜创下历史新高后，也出现小幅调整，规模最大的半导体ETF—— $半导体指数ETF-HOLDRs(SMH)$ 盘后下跌0.43%、 $iShares费城交易所半导体ETF(SOXX)$ 盘后下跌0.35%、 $First Trust Nasdaq Semiconductor ETF(FTXL)$ 盘后下跌0.66%。 火爆的业绩撞上冰冷的股价，英伟达和半导体将何去何从？相关ETF还有机会吗？ 从英伟达四季报来看，当季营收高达681亿美元，大超分析师预期的659亿，同比大增73.2%： 分业务看，数据中心业务营收623亿美元，占总收入的比重高达91.5%，同比增长75%；传统的游戏主业营收37亿美元，同比增长46.5%，但占总收入的比重已经降至5%。专业可视化、汽车及其他业务在四季报的表现有好有坏，考虑到收入占比极低，且对股价影响微乎其微，因此，这里不展开分析： 盈利能力方面，英伟达四季报毛利率达到75%，调整后为75.2%，高于分析师预期的74.7%： 由此来看，英伟达此次财报无论是当期业绩还是未来指引，皆好于预期，保持了以往“优秀”的表现","images":[{"img":"https://static.tigerbbs.com/50302862d151275e7e3fb18823549cac","width":"1197","height":"408"},{"img":"https://static.tigerbbs.com/73c45fa77c3d0195dc106ffd148ef2a5","width":"1503","height":"627"},{"img":"https://static.tigerbbs.com/4187b3327c5009c99d0a3ca98ce26767","width":"1503","height":"309"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536873308664400","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":13,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536749486543776,"gmtCreate":1772063330422,"gmtModify":1772063331766,"author":{"id":"3508057434573229","authorId":"3508057434573229","name":"坤钧滚雪球007","avatar":"https://static.tigerbbs.com/92d2748c0941e02c02b675c6af4706c0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3508057434573229","authorIdStr":"3508057434573229"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/KORU\">$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/KORU\">$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$</a>&nbsp;","text":"$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536749486543776","isVote":1,"tweetType":1,"viewCount":4072,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":531304230614568,"gmtCreate":1770733901855,"gmtModify":1770733904205,"author":{"id":"3508057434573229","authorId":"3508057434573229","name":"坤钧滚雪球007","avatar":"https://static.tigerbbs.com/92d2748c0941e02c02b675c6af4706c0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3508057434573229","authorIdStr":"3508057434573229"},"themes":[],"title":"","htmlText":"是拉高出货，可以挂6w买入。","listText":"是拉高出货，可以挂6w买入。","text":"是拉高出货，可以挂6w买入。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531304230614568","isVote":1,"tweetType":1,"viewCount":4390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489935376109784,"gmtCreate":1760640176033,"gmtModify":1760640178472,"author":{"id":"3508057434573229","authorId":"3508057434573229","name":"坤钧滚雪球007","avatar":"https://static.tigerbbs.com/92d2748c0941e02c02b675c6af4706c0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3508057434573229","authorIdStr":"3508057434573229"},"themes":[],"title":"","htmlText":"难以守住。","listText":"难以守住。","text":"难以守住。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489935376109784","isVote":1,"tweetType":1,"viewCount":4003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449874549485880,"gmtCreate":1750859335314,"gmtModify":1750859337087,"author":{"id":"3508057434573229","authorId":"3508057434573229","name":"坤钧滚雪球007","avatar":"https://static.tigerbbs.com/92d2748c0941e02c02b675c6af4706c0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3508057434573229","authorIdStr":"3508057434573229"},"themes":[],"title":"","htmlText":"中国美股券商龙头和币圈中国龙头的合作，值得期待。","listText":"中国美股券商龙头和币圈中国龙头的合作，值得期待。","text":"中国美股券商龙头和币圈中国龙头的合作，值得期待。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449874549485880","repostId":"1144455722","repostType":2,"repost":{"id":"1144455722","kind":"news","pubTimestamp":1750856398,"share":"https://www.laohunote.com/m/news/1144455722?lang=zh_CN&edition=full","pubTime":"2025-06-25 20:59","market":"us","language":"zh","title":"李林通过旗下公司Avenir Tech购入老虎证券5.9%股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1144455722","media":"PA一线","summary":"PANews 6月25日消息，据SEC文件披露，原火币创始人李林通过其全资控股的Avenir Tech Limited，间接持有老虎证券（UP Fintech Holding Limited）5.9%的股票，合计10,667,580份美国存托股票（ADS）。公告显示，Avenir Tech由Avenir View全资持有，Avenir View又由Avenir Investment全资持有，而李林为Avenir Investment的唯一股东。李林通过旗下公司Avenir Tech购入老虎证券5.9%股票公告链接","content":"<p>PANews 6月25日消息，据SEC文件披露，原火币创始人李林通过其全资控股的Avenir Tech Limited，间接持有老虎证券（UP Fintech Holding Limited）5.9%的股票，合计10,667,580份美国存托股票（ADS）。公告显示，Avenir Tech由Avenir View全资持有，Avenir View又由Avenir Investment全资持有，而李林为Avenir Investment的唯一股东。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21236fda1b39eeaf76ab56f01b458920\" alt=\"李林通过旗下公司Avenir Tech购入老虎证券5.9%股票\" title=\"李林通过旗下公司Avenir Tech购入老虎证券5.9%股票\" tg-width=\"800\" tg-height=\"1105\"><span>李林通过旗下公司Avenir Tech购入老虎证券5.9%股票</span></p><p><a href=\"https://www.sec.gov/Archives/edgar/data/1756699/000110465925041200/xslSCHEDULE_13G_X01/primary_doc.xml\" title=\"公告链接\" target=\"_blank\">公告链接</a></p>","source":"PANews","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>李林通过旗下公司Avenir Tech购入老虎证券5.9%股票</title>\n<style 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href=\"https://www.panewslab.com/zh/articles/qfi9qzn2\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TIGR":"老虎证券"},"source_url":"https://www.panewslab.com/zh/articles/qfi9qzn2","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144455722","content_text":"PANews 6月25日消息，据SEC文件披露，原火币创始人李林通过其全资控股的Avenir Tech Limited，间接持有老虎证券（UP Fintech Holding Limited）5.9%的股票，合计10,667,580份美国存托股票（ADS）。公告显示，Avenir Tech由Avenir View全资持有，Avenir View又由Avenir Investment全资持有，而李林为Avenir Investment的唯一股东。李林通过旗下公司Avenir 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此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/60c686e43102ce249e5a69516ffa08f5"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435458771583248","isVote":1,"tweetType":1,"viewCount":3502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":404968758538520,"gmtCreate":1739893633588,"gmtModify":1739894485823,"author":{"id":"3508057434573229","authorId":"3508057434573229","name":"坤钧滚雪球007","avatar":"https://static.tigerbbs.com/92d2748c0941e02c02b675c6af4706c0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3508057434573229","authorIdStr":"3508057434573229"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$&nbsp;</a><v-v data-views=\"1\"></v-v> 到了前高，很难做多。","listText":"<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$&nbsp;</a><v-v data-views=\"1\"></v-v> 到了前高，很难做多。","text":"$纳指100ETF(QQQ)$ 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href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>‌我买入了老虎证券，期待2年后翻倍，诸位估计可以吗？","text":"‌$老虎证券(TIGR)$‌我买入了老虎证券，期待2年后翻倍，诸位估计可以吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/662617211","isVote":1,"tweetType":1,"viewCount":12108,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558016670896927","authorId":"3558016670896927","name":"价值投资受害者","avatar":"https://static.tigerbbs.com/97855c4bae04c6893a0afbd556285260","crmLevel":3,"crmLevelSwitch":1,"idStr":"3558016670896927","authorIdStr":"3558016670896927"},"content":"一盈利都不止翻倍了，","text":"一盈利都不止翻倍了，","html":"一盈利都不止翻倍了，"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":215242009862312,"gmtCreate":1693579045574,"gmtModify":1693579149655,"author":{"id":"3508057434573229","authorId":"3508057434573229","name":"坤钧滚雪球007","avatar":"https://static.tigerbbs.com/92d2748c0941e02c02b675c6af4706c0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3508057434573229","authorIdStr":"3508057434573229"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ &nbsp;</a>‌继续大涨～","listText":"‌<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ &nbsp;</a>‌继续大涨～","text":"‌$老虎证券(TIGR)$ ‌继续大涨～","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/215242009862312","isVote":1,"tweetType":1,"viewCount":3242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662617211,"gmtCreate":1666426120633,"gmtModify":1666426295502,"author":{"id":"3508057434573229","authorId":"3508057434573229","name":"坤钧滚雪球007","avatar":"https://static.tigerbbs.com/92d2748c0941e02c02b675c6af4706c0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3508057434573229","authorIdStr":"3508057434573229"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>‌我买入了老虎证券，期待2年后翻倍，诸位估计可以吗？","listText":"‌<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>‌我买入了老虎证券，期待2年后翻倍，诸位估计可以吗？","text":"‌$老虎证券(TIGR)$‌我买入了老虎证券，期待2年后翻倍，诸位估计可以吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/662617211","isVote":1,"tweetType":1,"viewCount":12108,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558016670896927","authorId":"3558016670896927","name":"价值投资受害者","avatar":"https://static.tigerbbs.com/97855c4bae04c6893a0afbd556285260","crmLevel":3,"crmLevelSwitch":1,"idStr":"3558016670896927","authorIdStr":"3558016670896927"},"content":"一盈利都不止翻倍了，","text":"一盈利都不止翻倍了，","html":"一盈利都不止翻倍了，"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449874549485880,"gmtCreate":1750859335314,"gmtModify":1750859337087,"author":{"id":"3508057434573229","authorId":"3508057434573229","name":"坤钧滚雪球007","avatar":"https://static.tigerbbs.com/92d2748c0941e02c02b675c6af4706c0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3508057434573229","authorIdStr":"3508057434573229"},"themes":[],"title":"","htmlText":"中国美股券商龙头和币圈中国龙头的合作，值得期待。","listText":"中国美股券商龙头和币圈中国龙头的合作，值得期待。","text":"中国美股券商龙头和币圈中国龙头的合作，值得期待。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449874549485880","repostId":"1144455722","repostType":2,"repost":{"id":"1144455722","kind":"news","pubTimestamp":1750856398,"share":"https://www.laohunote.com/m/news/1144455722?lang=zh_CN&edition=full","pubTime":"2025-06-25 20:59","market":"us","language":"zh","title":"李林通过旗下公司Avenir Tech购入老虎证券5.9%股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1144455722","media":"PA一线","summary":"PANews 6月25日消息，据SEC文件披露，原火币创始人李林通过其全资控股的Avenir Tech Limited，间接持有老虎证券（UP Fintech Holding Limited）5.9%的股票，合计10,667,580份美国存托股票（ADS）。公告显示，Avenir Tech由Avenir View全资持有，Avenir View又由Avenir Investment全资持有，而李林为Avenir Investment的唯一股东。李林通过旗下公司Avenir Tech购入老虎证券5.9%股票公告链接","content":"<p>PANews 6月25日消息，据SEC文件披露，原火币创始人李林通过其全资控股的Avenir Tech Limited，间接持有老虎证券（UP Fintech Holding Limited）5.9%的股票，合计10,667,580份美国存托股票（ADS）。公告显示，Avenir Tech由Avenir View全资持有，Avenir View又由Avenir Investment全资持有，而李林为Avenir Investment的唯一股东。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21236fda1b39eeaf76ab56f01b458920\" alt=\"李林通过旗下公司Avenir Tech购入老虎证券5.9%股票\" title=\"李林通过旗下公司Avenir Tech购入老虎证券5.9%股票\" tg-width=\"800\" tg-height=\"1105\"><span>李林通过旗下公司Avenir Tech购入老虎证券5.9%股票</span></p><p><a href=\"https://www.sec.gov/Archives/edgar/data/1756699/000110465925041200/xslSCHEDULE_13G_X01/primary_doc.xml\" title=\"公告链接\" target=\"_blank\">公告链接</a></p>","source":"PANews","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>李林通过旗下公司Avenir Tech购入老虎证券5.9%股票</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\">\n李林通过旗下公司Avenir Tech购入老虎证券5.9%股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-25 20:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.panewslab.com/zh/articles/qfi9qzn2><strong>PA一线</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>PANews 6月25日消息，据SEC文件披露，原火币创始人李林通过其全资控股的Avenir Tech Limited，间接持有老虎证券（UP Fintech Holding Limited）5.9%的股票，合计10,667,580份美国存托股票（ADS）。公告显示，Avenir Tech由Avenir View全资持有，Avenir View又由Avenir Investment全资持有，而...</p>\n\n<a href=\"https://www.panewslab.com/zh/articles/qfi9qzn2\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TIGR":"老虎证券"},"source_url":"https://www.panewslab.com/zh/articles/qfi9qzn2","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144455722","content_text":"PANews 6月25日消息，据SEC文件披露，原火币创始人李林通过其全资控股的Avenir Tech Limited，间接持有老虎证券（UP Fintech Holding Limited）5.9%的股票，合计10,667,580份美国存托股票（ADS）。公告显示，Avenir Tech由Avenir View全资持有，Avenir View又由Avenir Investment全资持有，而李林为Avenir Investment的唯一股东。李林通过旗下公司Avenir Tech购入老虎证券5.9%股票公告链接","news_type":1,"symbols_score_info":{"TIGR":1.1}},"isVote":1,"tweetType":1,"viewCount":4976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621490364,"gmtCreate":1672416222558,"gmtModify":1672419685385,"author":{"id":"3508057434573229","authorId":"3508057434573229","name":"坤钧滚雪球007","avatar":"https://static.tigerbbs.com/92d2748c0941e02c02b675c6af4706c0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3508057434573229","authorIdStr":"3508057434573229"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$&nbsp;</a><v-v data-views=\"1\"></v-v>影响有限。","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$&nbsp;</a><v-v data-views=\"1\"></v-v>影响有限。","text":"$老虎证券(TIGR)$ 影响有限。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621490364","isVote":1,"tweetType":1,"viewCount":3569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":599898338911064,"gmtCreate":1787485378820,"gmtModify":1787485380437,"author":{"id":"3508057434573229","authorId":"3508057434573229","name":"坤钧滚雪球007","avatar":"https://static.tigerbbs.com/92d2748c0941e02c02b675c6af4706c0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3508057434573229","authorIdStr":"3508057434573229"},"themes":[],"title":"","htmlText":"‌<a href=\"\">[财迷]&nbsp;</a>‌","listText":"‌<a href=\"\">[财迷]&nbsp;</a>‌","text":"‌[财迷] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/599898338911064","repostId":"599432539857192","repostType":1,"repost":{"id":599432539857192,"gmtCreate":1787387475524,"gmtModify":1787393096650,"author":{"id":"4087422624240810","authorId":"4087422624240810","name":"AliceSam","avatar":"https://static.tigerbbs.com/77ff717dd7a06de56315c65060829a03","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087422624240810","authorIdStr":"4087422624240810"},"themes":[],"title":"2026学习笔记之114 - 博通暴跌20%后，现在是抄底好时机吗？","htmlText":"过去的这一个月， <a href=\"https://ttm.financial/S/AVGO\">$博通(AVGO)$</a> 可能是美股AI板块中最有争议的股票, 感觉他好像是正在上演一场令人困惑的背离剧，这家全球定制AI芯片Custom Silicon的绝对龙头，在业绩以三位数百分比狂飙的同时，股价却从6月初的历史高点495一路下挫，截至8月21日收盘报368.45，累计回撤超过25%，基本面向上、股价向下，一种火山和冰川的反差。 一边是基本面,季度营收221.9亿美元，同比增长48%,AI半导体收入108亿美元，同比增长143%,自由现金流102.6亿美元,下一季度AI收入指引160亿美元，同比增速超过200%. 这些数据都表明了，博通的AI半导体收入正在从高速增长，迈入超高速增长阶段，他们Q2的那个143%增长，已经令人瞩目，而Q3的那个超200%，则表明需求曲线仍在陡峭化，而非放缓。 另一边却是股价表现,从接近495美元高点一路跌到360~380美元附近，最大跌幅接近20%-25%,对于很多投资者来说产生了一个困惑,为什么基本面最强的公司之一，却遭遇了AI板块最剧烈的杀估值？ 事实上，最近一个月市场抛售博通，不是因为财报差，而是因为市场开始重新评估两个此前被忽略的风险，一个是AiXPV融资平台带来的信用担保风险，另一个是Google TPU供应链份额可能被稀释。 而我认为，当前AVGO已经从高估值成长股，逐渐变成“合理甚至略低估的成长股”，但是否值得抄底，取决于我们怎么看待这两个风险。 最近导致AVGO暴跌的原因并非业绩，恰恰相反，他们这个季度的业绩几乎无可挑剔。市场真正恐慌的是博通开始从卖铲子，变成参与融资，这改变了投资逻辑。 今年6月，博通联合Apollo和Blackstone，成立AiXPV融资平台，目标非常简单，帮助AI企业更快获得算力。据近期报道，该平台计","listText":"过去的这一个月， <a href=\"https://ttm.financial/S/AVGO\">$博通(AVGO)$</a> 可能是美股AI板块中最有争议的股票, 感觉他好像是正在上演一场令人困惑的背离剧，这家全球定制AI芯片Custom Silicon的绝对龙头，在业绩以三位数百分比狂飙的同时，股价却从6月初的历史高点495一路下挫，截至8月21日收盘报368.45，累计回撤超过25%，基本面向上、股价向下，一种火山和冰川的反差。 一边是基本面,季度营收221.9亿美元，同比增长48%,AI半导体收入108亿美元，同比增长143%,自由现金流102.6亿美元,下一季度AI收入指引160亿美元，同比增速超过200%. 这些数据都表明了，博通的AI半导体收入正在从高速增长，迈入超高速增长阶段，他们Q2的那个143%增长，已经令人瞩目，而Q3的那个超200%，则表明需求曲线仍在陡峭化，而非放缓。 另一边却是股价表现,从接近495美元高点一路跌到360~380美元附近，最大跌幅接近20%-25%,对于很多投资者来说产生了一个困惑,为什么基本面最强的公司之一，却遭遇了AI板块最剧烈的杀估值？ 事实上，最近一个月市场抛售博通，不是因为财报差，而是因为市场开始重新评估两个此前被忽略的风险，一个是AiXPV融资平台带来的信用担保风险，另一个是Google TPU供应链份额可能被稀释。 而我认为，当前AVGO已经从高估值成长股，逐渐变成“合理甚至略低估的成长股”，但是否值得抄底，取决于我们怎么看待这两个风险。 最近导致AVGO暴跌的原因并非业绩，恰恰相反，他们这个季度的业绩几乎无可挑剔。市场真正恐慌的是博通开始从卖铲子，变成参与融资，这改变了投资逻辑。 今年6月，博通联合Apollo和Blackstone，成立AiXPV融资平台，目标非常简单，帮助AI企业更快获得算力。据近期报道，该平台计","text":"过去的这一个月， $博通(AVGO)$ 可能是美股AI板块中最有争议的股票, 感觉他好像是正在上演一场令人困惑的背离剧，这家全球定制AI芯片Custom Silicon的绝对龙头，在业绩以三位数百分比狂飙的同时，股价却从6月初的历史高点495一路下挫，截至8月21日收盘报368.45，累计回撤超过25%，基本面向上、股价向下，一种火山和冰川的反差。 一边是基本面,季度营收221.9亿美元，同比增长48%,AI半导体收入108亿美元，同比增长143%,自由现金流102.6亿美元,下一季度AI收入指引160亿美元，同比增速超过200%. 这些数据都表明了，博通的AI半导体收入正在从高速增长，迈入超高速增长阶段，他们Q2的那个143%增长，已经令人瞩目，而Q3的那个超200%，则表明需求曲线仍在陡峭化，而非放缓。 另一边却是股价表现,从接近495美元高点一路跌到360~380美元附近，最大跌幅接近20%-25%,对于很多投资者来说产生了一个困惑,为什么基本面最强的公司之一，却遭遇了AI板块最剧烈的杀估值？ 事实上，最近一个月市场抛售博通，不是因为财报差，而是因为市场开始重新评估两个此前被忽略的风险，一个是AiXPV融资平台带来的信用担保风险，另一个是Google TPU供应链份额可能被稀释。 而我认为，当前AVGO已经从高估值成长股，逐渐变成“合理甚至略低估的成长股”，但是否值得抄底，取决于我们怎么看待这两个风险。 最近导致AVGO暴跌的原因并非业绩，恰恰相反，他们这个季度的业绩几乎无可挑剔。市场真正恐慌的是博通开始从卖铲子，变成参与融资，这改变了投资逻辑。 今年6月，博通联合Apollo和Blackstone，成立AiXPV融资平台，目标非常简单，帮助AI企业更快获得算力。据近期报道，该平台计","images":[{"img":"https://community-static.tradeup.com/news/bfff69bc5ec3f8f87bdbfc66f6f46415","width":"739","height":"423"},{"img":"https://community-static.tradeup.com/news/bfca2de221be6e69f71849e54693b04b","width":"826","height":"193"},{"img":"https://community-static.tradeup.com/news/7720cb8b99f9cab7a4de73ed02fc5eab","width":"835","height":"163"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/599432539857192","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":536954310489696,"gmtCreate":1772113326784,"gmtModify":1772113329517,"author":{"id":"3508057434573229","authorId":"3508057434573229","name":"坤钧滚雪球007","avatar":"https://static.tigerbbs.com/92d2748c0941e02c02b675c6af4706c0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3508057434573229","authorIdStr":"3508057434573229"},"themes":[],"title":"","htmlText":"分析的太好了，赞。","listText":"分析的太好了，赞。","text":"分析的太好了，赞。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536954310489696","repostId":"536873308664400","repostType":1,"repost":{"id":536873308664400,"gmtCreate":1772092903026,"gmtModify":1772092958939,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"英伟达财报炸裂，半导体ETF能否掀起新一轮攻势？","htmlText":"今日凌晨， <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 公布26财年四季报，截止今年1月25日的三个月成绩单。 与分析师预期相比，四季度业绩表现亮眼： 展望27财年一季度，英伟达预计营收在780亿美元左右，同比大增77%，大超分析师预期的728亿。 虽然财报炸裂，但英伟达盘后走势波澜不惊，仅微涨0.18%！ 受此影响，半导体ETF在昨夜创下历史新高后，也出现小幅调整，规模最大的半导体ETF—— <a href=\"https://laohu8.com/S/SMH\">$半导体指数ETF-HOLDRs(SMH)$</a> 盘后下跌0.43%、 <a href=\"https://laohu8.com/S/SOXX\">$iShares费城交易所半导体ETF(SOXX)$</a> 盘后下跌0.35%、 <a href=\"https://laohu8.com/S/FTXL\">$First Trust Nasdaq Semiconductor ETF(FTXL)$</a> 盘后下跌0.66%。 火爆的业绩撞上冰冷的股价，英伟达和半导体将何去何从？相关ETF还有机会吗？ 从英伟达四季报来看，当季营收高达681亿美元，大超分析师预期的659亿，同比大增73.2%： 分业务看，数据中心业务营收623亿美元，占总收入的比重高达91.5%，同比增长75%；传统的游戏主业营收37亿美元，同比增长46.5%，但占总收入的比重已经降至5%。专业可视化、汽车及其他业务在四季报的表现有好有坏，考虑到收入占比极低，且对股价影响微乎其微，因此，这里不展开分析： 盈利能力方面，英伟达四季报毛利率达到75%，调整后为75.2%，高于分析师预期的74.7%： &nbsp; 由此来看，英伟达此次财报无论是当期业绩还是未来指引，皆好于预期，保持了以往“优秀”的表现","listText":"今日凌晨， <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 公布26财年四季报，截止今年1月25日的三个月成绩单。 与分析师预期相比，四季度业绩表现亮眼： 展望27财年一季度，英伟达预计营收在780亿美元左右，同比大增77%，大超分析师预期的728亿。 虽然财报炸裂，但英伟达盘后走势波澜不惊，仅微涨0.18%！ 受此影响，半导体ETF在昨夜创下历史新高后，也出现小幅调整，规模最大的半导体ETF—— <a href=\"https://laohu8.com/S/SMH\">$半导体指数ETF-HOLDRs(SMH)$</a> 盘后下跌0.43%、 <a href=\"https://laohu8.com/S/SOXX\">$iShares费城交易所半导体ETF(SOXX)$</a> 盘后下跌0.35%、 <a href=\"https://laohu8.com/S/FTXL\">$First Trust Nasdaq Semiconductor ETF(FTXL)$</a> 盘后下跌0.66%。 火爆的业绩撞上冰冷的股价，英伟达和半导体将何去何从？相关ETF还有机会吗？ 从英伟达四季报来看，当季营收高达681亿美元，大超分析师预期的659亿，同比大增73.2%： 分业务看，数据中心业务营收623亿美元，占总收入的比重高达91.5%，同比增长75%；传统的游戏主业营收37亿美元，同比增长46.5%，但占总收入的比重已经降至5%。专业可视化、汽车及其他业务在四季报的表现有好有坏，考虑到收入占比极低，且对股价影响微乎其微，因此，这里不展开分析： 盈利能力方面，英伟达四季报毛利率达到75%，调整后为75.2%，高于分析师预期的74.7%： &nbsp; 由此来看，英伟达此次财报无论是当期业绩还是未来指引，皆好于预期，保持了以往“优秀”的表现","text":"今日凌晨， $英伟达(NVDA)$ 公布26财年四季报，截止今年1月25日的三个月成绩单。 与分析师预期相比，四季度业绩表现亮眼： 展望27财年一季度，英伟达预计营收在780亿美元左右，同比大增77%，大超分析师预期的728亿。 虽然财报炸裂，但英伟达盘后走势波澜不惊，仅微涨0.18%！ 受此影响，半导体ETF在昨夜创下历史新高后，也出现小幅调整，规模最大的半导体ETF—— $半导体指数ETF-HOLDRs(SMH)$ 盘后下跌0.43%、 $iShares费城交易所半导体ETF(SOXX)$ 盘后下跌0.35%、 $First Trust Nasdaq Semiconductor ETF(FTXL)$ 盘后下跌0.66%。 火爆的业绩撞上冰冷的股价，英伟达和半导体将何去何从？相关ETF还有机会吗？ 从英伟达四季报来看，当季营收高达681亿美元，大超分析师预期的659亿，同比大增73.2%： 分业务看，数据中心业务营收623亿美元，占总收入的比重高达91.5%，同比增长75%；传统的游戏主业营收37亿美元，同比增长46.5%，但占总收入的比重已经降至5%。专业可视化、汽车及其他业务在四季报的表现有好有坏，考虑到收入占比极低，且对股价影响微乎其微，因此，这里不展开分析： 盈利能力方面，英伟达四季报毛利率达到75%，调整后为75.2%，高于分析师预期的74.7%： 由此来看，英伟达此次财报无论是当期业绩还是未来指引，皆好于预期，保持了以往“优秀”的表现","images":[{"img":"https://static.tigerbbs.com/50302862d151275e7e3fb18823549cac","width":"1197","height":"408"},{"img":"https://static.tigerbbs.com/73c45fa77c3d0195dc106ffd148ef2a5","width":"1503","height":"627"},{"img":"https://static.tigerbbs.com/4187b3327c5009c99d0a3ca98ce26767","width":"1503","height":"309"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536873308664400","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":13,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536749486543776,"gmtCreate":1772063330422,"gmtModify":1772063331766,"author":{"id":"3508057434573229","authorId":"3508057434573229","name":"坤钧滚雪球007","avatar":"https://static.tigerbbs.com/92d2748c0941e02c02b675c6af4706c0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3508057434573229","authorIdStr":"3508057434573229"},"themes":[],"title":"","htmlText":"<a 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Shares(KORU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536749486543776","isVote":1,"tweetType":1,"viewCount":4072,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":531304230614568,"gmtCreate":1770733901855,"gmtModify":1770733904205,"author":{"id":"3508057434573229","authorId":"3508057434573229","name":"坤钧滚雪球007","avatar":"https://static.tigerbbs.com/92d2748c0941e02c02b675c6af4706c0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3508057434573229","authorIdStr":"3508057434573229"},"themes":[],"title":"","htmlText":"是拉高出货，可以挂6w买入。","listText":"是拉高出货，可以挂6w买入。","text":"是拉高出货，可以挂6w买入。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531304230614568","isVote":1,"tweetType":1,"viewCount":4390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489935376109784,"gmtCreate":1760640176033,"gmtModify":1760640178472,"author":{"id":"3508057434573229","authorId":"3508057434573229","name":"坤钧滚雪球007","avatar":"https://static.tigerbbs.com/92d2748c0941e02c02b675c6af4706c0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3508057434573229","authorIdStr":"3508057434573229"},"themes":[],"title":"","htmlText":"难以守住。","listText":"难以守住。","text":"难以守住。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489935376109784","isVote":1,"tweetType":1,"viewCount":4003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":446898874078080,"gmtCreate":1750127255993,"gmtModify":1750127257941,"author":{"id":"3508057434573229","authorId":"3508057434573229","name":"坤钧滚雪球007","avatar":"https://static.tigerbbs.com/92d2748c0941e02c02b675c6af4706c0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3508057434573229","authorIdStr":"3508057434573229"},"themes":[],"title":"","htmlText":"<a 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