元壹的个人主页 - 老虎社区

元壹

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5主题

0勋章

2021-06-18

$ContextLogic Inc.(WISH)$我16买的，已经割肉。从此彻底拥抱价值投资。预祝各位的股票步步高升

2021-03-03

$UWM Holdings Corporation(UWMC)$要么饿死，要么撑死。大环境这么恶劣不如赌一把

2021-02-05

$荔枝(LIZI)$从近5日大单来看，入了2300万左右，才出了400万。我感觉有人在洗盘，你们呢

2023-02-11

她是懂诱骗的

木头姐：想从ChatGPT热潮中获利？那就买特斯拉

2021-02-05

$荔枝(LIZI)$恨一个人就让他买中概股

2025-03-05

机构还说特斯拉目标价在400+，身体还不是一直在卖。找接盘就说找接盘，非要编一套说辞

英伟达估值跌至十年低位，伯恩斯坦：当前是绝佳买入时机

2021-06-11

$ContextLogic Inc.(WISH)$小单昨天该冲的时候跑，今天该跑的时候冲。不懂

2021-01-29

$游戏驿站(GME)$买个情怀

2021-01-28

$诺基亚(NOK)$朋友们，拉紧彼此的手

去老虎APP查看更多动态

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架构虽推进遇阻，但技术问题已基本解决，量产时间表未受实质影响。</p></li><li><p><strong>催化剂临近</strong>：3 月 18 日开幕的 GTC 大会（英伟达年度技术峰会）有望发布新一代 AI 解决方案，或成股价转折点。</p></li></ul><p>基于上述判断，伯恩斯坦维持对英伟达 “跑赢大盘” 评级，目标价定为 185 美元，较当前股价隐含 62% 上涨空间。</p><h3 id=\"id_144937893\" style=\"text-align: start;\">风险释疑：股价已过度反映利空</h3><p>尽管英伟达年初至今下跌近 14%（周二盘中一度跌超 17%），但拉斯贡认为市场情绪过于悲观：</p><ul style=\"\"><li><p><strong>供应链扰动</strong>：Blackwell 架构生产问题被夸大，实际影响可控；</p></li><li><p><strong>地缘政治风险</strong>：测算显示，若对华数据中心芯片实施全面禁售，每股收益（EPS）损失约 0.25-0.5 美元，但当前股价跌幅远超该冲击；</p></li><li><p><strong>需求质疑</strong>：尽管微软缩减部分数据中心计划，但 AI 模型训练与推理的刚需仍在爆发期，“生成式 AI 绝非昙花一现”。</p></li></ul><h3 id=\"id_523001940\" style=\"text-align: start;\">市场分歧：AI 狂欢落幕还是中场休息？</h3><p>近期行业出现两大争议信号：</p><ul style=\"\"><li><p><strong>需求端</strong>：微软等巨头调整基础设施投资节奏，引发对 AI 应用商业化进度的担忧；</p></li><li><p><strong>供给端</strong>：AMD、英特尔加速追赶，试图打破英伟达在 AI 芯片市场的垄断地位。</p></li></ul><p>对此，拉斯贡坦言：“市场需要接受 AI 投资从‘讲故事’转向‘看落地’的阶段，但英伟达的技术壁垒和生态优势仍难以撼动。” 他认为，2024 年将是检验 AI 实际创收能力的关键年份，而英伟达凭借 CUDA 平台粘性和全栈解决方案，大概率继续主导产业链价值分配。</p><h3 id=\"id_1187602082\" style=\"text-align: start;\">结语</h3><p>当市场因短期噪音陷入恐慌时，估值锚往往能提供清醒的参照系。对于英伟达而言，25 倍 PE 既是对过往调整的计价，亦是对未来增长的折让。能否抓住这份 “错杀” 的机会，取决于投资者是否相信 ——AI 革命不是终章，而是序曲。</p><p><strong>文章源自cnbc《Cheap? Nvidia valuation nearing 10-year lows, according to Bernstein》</strong></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>英伟达估值跌至十年低位，伯恩斯坦：当前是绝佳买入时机</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; 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}\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英伟达估值跌至十年低位，伯恩斯坦：当前是绝佳买入时机\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\">2025-03-05 10:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>尽管近期人工智能板块普遍承压 —— 行业估值高企叠加中美关税政策扰动市场情绪，但伯恩斯坦明星分析师斯泰西・拉斯贡（Stacy Rasgon）却逆势发声，力挺英伟达的投资价值。在他看来，当前股价回调已将英伟达的估值压缩至 “黄金击球区”，投资者正迎来难得的布局窗口。</p><h3 id=\"id_3886592265\" style=\"text-align: start;\">估值优势：25 倍 PE 隐含 150% 历史回报率</h3><p>拉斯贡指出，英伟达当前动态市盈率（基于未来 12 个月预期收益）已降至 25 倍左右，处于过去一年最低水平，甚至逼近十年来的估值洼地。“历史数据显示，当英伟达市盈率跌至 25 倍时买入，平均回报率高达 150%。” 他特别强调，这一估值尚未充分反映人工智能产业的长期增长潜力。</p><h3 id=\"id_1033502344\" style=\"text-align: start;\">支撑其乐观判断的核心逻辑在于：</h3><ul style=\"\"><li><p><strong>企业支出韧性</strong>：尽管市场担忧 AI 泡沫，但云计算巨头和科技公司的资本开支仍保持强劲，AI 芯片需求未见放缓。</p></li><li><p><strong>产品周期起点</strong>：下一代 Blackwell 架构虽推进遇阻，但技术问题已基本解决，量产时间表未受实质影响。</p></li><li><p><strong>催化剂临近</strong>：3 月 18 日开幕的 GTC 大会（英伟达年度技术峰会）有望发布新一代 AI 解决方案，或成股价转折点。</p></li></ul><p>基于上述判断，伯恩斯坦维持对英伟达 “跑赢大盘” 评级，目标价定为 185 美元，较当前股价隐含 62% 上涨空间。</p><h3 id=\"id_144937893\" style=\"text-align: start;\">风险释疑：股价已过度反映利空</h3><p>尽管英伟达年初至今下跌近 14%（周二盘中一度跌超 17%），但拉斯贡认为市场情绪过于悲观：</p><ul style=\"\"><li><p><strong>供应链扰动</strong>：Blackwell 架构生产问题被夸大，实际影响可控；</p></li><li><p><strong>地缘政治风险</strong>：测算显示，若对华数据中心芯片实施全面禁售，每股收益（EPS）损失约 0.25-0.5 美元，但当前股价跌幅远超该冲击；</p></li><li><p><strong>需求质疑</strong>：尽管微软缩减部分数据中心计划，但 AI 模型训练与推理的刚需仍在爆发期，“生成式 AI 绝非昙花一现”。</p></li></ul><h3 id=\"id_523001940\" style=\"text-align: start;\">市场分歧：AI 狂欢落幕还是中场休息？</h3><p>近期行业出现两大争议信号：</p><ul style=\"\"><li><p><strong>需求端</strong>：微软等巨头调整基础设施投资节奏，引发对 AI 应用商业化进度的担忧；</p></li><li><p><strong>供给端</strong>：AMD、英特尔加速追赶，试图打破英伟达在 AI 芯片市场的垄断地位。</p></li></ul><p>对此，拉斯贡坦言：“市场需要接受 AI 投资从‘讲故事’转向‘看落地’的阶段，但英伟达的技术壁垒和生态优势仍难以撼动。” 他认为，2024 年将是检验 AI 实际创收能力的关键年份，而英伟达凭借 CUDA 平台粘性和全栈解决方案，大概率继续主导产业链价值分配。</p><h3 id=\"id_1187602082\" style=\"text-align: start;\">结语</h3><p>当市场因短期噪音陷入恐慌时，估值锚往往能提供清醒的参照系。对于英伟达而言，25 倍 PE 既是对过往调整的计价，亦是对未来增长的折让。能否抓住这份 “错杀” 的机会，取决于投资者是否相信 ——AI 革命不是终章，而是序曲。</p><p><strong>文章源自cnbc《Cheap? Nvidia valuation nearing 10-year lows, according to Bernstein》</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162463943","content_text":"尽管近期人工智能板块普遍承压 —— 行业估值高企叠加中美关税政策扰动市场情绪，但伯恩斯坦明星分析师斯泰西・拉斯贡（Stacy Rasgon）却逆势发声，力挺英伟达的投资价值。在他看来，当前股价回调已将英伟达的估值压缩至 “黄金击球区”，投资者正迎来难得的布局窗口。估值优势：25 倍 PE 隐含 150% 历史回报率拉斯贡指出，英伟达当前动态市盈率（基于未来 12 个月预期收益）已降至 25 倍左右，处于过去一年最低水平，甚至逼近十年来的估值洼地。“历史数据显示，当英伟达市盈率跌至 25 倍时买入，平均回报率高达 150%。” 他特别强调，这一估值尚未充分反映人工智能产业的长期增长潜力。支撑其乐观判断的核心逻辑在于：企业支出韧性：尽管市场担忧 AI 泡沫，但云计算巨头和科技公司的资本开支仍保持强劲，AI 芯片需求未见放缓。产品周期起点：下一代 Blackwell 架构虽推进遇阻，但技术问题已基本解决，量产时间表未受实质影响。催化剂临近：3 月 18 日开幕的 GTC 大会（英伟达年度技术峰会）有望发布新一代 AI 解决方案，或成股价转折点。基于上述判断，伯恩斯坦维持对英伟达 “跑赢大盘” 评级，目标价定为 185 美元，较当前股价隐含 62% 上涨空间。风险释疑：股价已过度反映利空尽管英伟达年初至今下跌近 14%（周二盘中一度跌超 17%），但拉斯贡认为市场情绪过于悲观：供应链扰动：Blackwell 架构生产问题被夸大，实际影响可控；地缘政治风险：测算显示，若对华数据中心芯片实施全面禁售，每股收益（EPS）损失约 0.25-0.5 美元，但当前股价跌幅远超该冲击；需求质疑：尽管微软缩减部分数据中心计划，但 AI 模型训练与推理的刚需仍在爆发期，“生成式 AI 绝非昙花一现”。市场分歧：AI 狂欢落幕还是中场休息？近期行业出现两大争议信号：需求端：微软等巨头调整基础设施投资节奏，引发对 AI 应用商业化进度的担忧；供给端：AMD、英特尔加速追赶，试图打破英伟达在 AI 芯片市场的垄断地位。对此，拉斯贡坦言：“市场需要接受 AI 投资从‘讲故事’转向‘看落地’的阶段，但英伟达的技术壁垒和生态优势仍难以撼动。” 他认为，2024 年将是检验 AI 实际创收能力的关键年份，而英伟达凭借 CUDA 平台粘性和全栈解决方案，大概率继续主导产业链价值分配。结语当市场因短期噪音陷入恐慌时，估值锚往往能提供清醒的参照系。对于英伟达而言，25 倍 PE 既是对过往调整的计价，亦是对未来增长的折让。能否抓住这份 “错杀” 的机会，取决于投资者是否相信 ——AI 革命不是终章，而是序曲。文章源自cnbc《Cheap? Nvidia valuation nearing 10-year lows, according to Bernstein》","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":2467,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3574609203076960","idStr":"3574609203076960"},"content":"自己算一下特斯拉的市盈率就知道它是泡沫了。","text":"自己算一下特斯拉的市盈率就知道它是泡沫了。","html":"自己算一下特斯拉的市盈率就知道它是泡沫了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":404605119197376,"gmtCreate":1739805248268,"gmtModify":1739805249527,"author":{"id":"3567567735257287","authorId":"3567567735257287","name":"元壹","avatar":"https://static.tigerbbs.com/0e647b0258d0670031766e895470bb30","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567567735257287","idStr":"3567567735257287"},"themes":[],"htmlText":"这算什么，给散户希望骗进来杀吗","listText":"这算什么，给散户希望骗进来杀吗","text":"这算什么，给散户希望骗进来杀吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/404605119197376","repostId":"1126599167","repostType":4,"repost":{"id":"1126599167","kind":"news","pubTimestamp":1739789443,"share":"https://www.laohu8.com/m/news/1126599167?lang=zh_CN&edition=full","pubTime":"2025-02-17 18:50","market":"us","language":"zh","title":"涨势有所暂停后，美股的下一个催化剂是这份数据？","url":"https://stock-news.laohu8.com/highlight/detail?id=1126599167","media":"金十数据","summary":"需要一些关于贸易或通胀的担忧消退。","content":"<html><head></head><body><p><strong>对于美股，一些分析师表示，可能需要一些关于贸易或通胀的担忧消退，才能使其再次上涨</strong>。</p><p style=\"text-align: justify;\">自年初以来，美股波动不大。尽管在2025年特朗普政府的多变政策以及市场对粘性通胀的担忧冲击之下，但支撑强劲盈利增长的健康经济在很大程度上帮助交易员们淡化了这些担忧。道琼斯工业平均指数和纳斯达克综合指数较近期高点分别下跌约1%，标普500指数仅下跌0.2%。</p><p style=\"text-align: justify;\">Baird投资策略分析Ross Mayfield表示：“企业盈利非常强劲，美股迎来了一个伟大的第四季度。目前交易员只是在寻找能够引发美股新一轮上涨的催化剂。关于关税或通胀的明确信息可能是将美股从泥潭中解救出来的关键。”</p><p style=\"text-align: justify;\"><strong>一个潜在的即将到来的催化剂可能是个人消费支出（PCE）物价指数，该数据将于2月28日发布</strong>。投资者希望即将公布的PCE数据能够证实他们在周四的生产者价格指数（PPI）数据中看到的一些迹象。后者显示，一些核心通胀的组成部分的价格正在下降，这表明通胀的降温程度可能比整体通胀率显示的要更明显。</p><p style=\"text-align: justify;\">Baird的Mayfield表示，PCE数据走弱可能会提高投资者对美联储今年只会再降息25个基点的预期，这还可能引发美债收益率下降，减轻对美股的压力。</p><p style=\"text-align: justify;\">“我认为美股在2月的剩余时间可能会震荡，”Mayfield说。“但是，如果PCE数据低于预期，并使投资者预期美联储今年仍会进行多次降息，这可能会为美股带来良好的推动。”<strong>Mayfield预计美联储今年可能会降息两次甚至三次</strong>。</p><p style=\"text-align: justify;\">如果有进一步的证据表明美国总统特朗普只是将关税作为谈判工具，这可能也会受到交易员的欢迎，尽管他们仍然担心潜在关税的通胀影响将抵消放松管制带来的任何收益。</p><p style=\"text-align: justify;\">“显然，这里存在某种拉锯战，”Wayve Capital首席策略师Rhys Williams说。“所以，我确实认为，特朗普真的只是把关税作为讨价还价的筹码，从宏观角度来看，没有任何戏剧性的变化会是积极的。”</p><p style=\"text-align: justify;\">然而，Baird的Mayfield指出，交易员们可能会在贸易政策方面保持警惕，并且会适应来自特朗普贸易言论的不确定性。“我认为市场永远不会从特朗普政府获得他们真正想要的关于贸易的明确信息，”Mayfield说。“我不认为特朗普政府会站出来说，‘嘿，我们改变主意了，我们支持自由贸易’，或者直接表明关税是未来四年的贸易规则。在许多方面，不确定性和混乱是战略的一部分。”</p><p style=\"text-align: justify;\">无论存在何种不确定性，许多交易员仍然相信，<strong>即使可能不会出现像2023年和2024年那样的惊人涨幅，但美股今年仍可以继续攀升至新的高度</strong>。</p><p style=\"text-align: justify;\">富国银行投资研究所指出，<strong>美股连续三年上涨超过20%的可能性很小</strong>，在标普500指数历史上只发生过一次。尽管如此，美股今年迄今为止的韧性令人鼓舞。Siebert的投资主管Mark Malek说 ，“尽管一些人认为有很多事情真的应该阻碍美股上涨，但这种情况仍然没有发生。”</p></body></html>","source":"jssj","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>涨势有所暂停后，美股的下一个催化剂是这份数据？</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; 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}\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涨势有所暂停后，美股的下一个催化剂是这份数据？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-17 18:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/details/163575><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对于美股，一些分析师表示，可能需要一些关于贸易或通胀的担忧消退，才能使其再次上涨。自年初以来，美股波动不大。尽管在2025年特朗普政府的多变政策以及市场对粘性通胀的担忧冲击之下，但支撑强劲盈利增长的健康经济在很大程度上帮助交易员们淡化了这些担忧。道琼斯工业平均指数和纳斯达克综合指数较近期高点分别下跌约1%，标普500指数仅下跌0.2%。Baird投资策略分析Ross Mayfield表示：“企业...</p>\n\n<a href=\"https://xnews.jin10.com/details/163575\">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/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{},"source_url":"https://xnews.jin10.com/details/163575","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126599167","content_text":"对于美股，一些分析师表示，可能需要一些关于贸易或通胀的担忧消退，才能使其再次上涨。自年初以来，美股波动不大。尽管在2025年特朗普政府的多变政策以及市场对粘性通胀的担忧冲击之下，但支撑强劲盈利增长的健康经济在很大程度上帮助交易员们淡化了这些担忧。道琼斯工业平均指数和纳斯达克综合指数较近期高点分别下跌约1%，标普500指数仅下跌0.2%。Baird投资策略分析Ross Mayfield表示：“企业盈利非常强劲，美股迎来了一个伟大的第四季度。目前交易员只是在寻找能够引发美股新一轮上涨的催化剂。关于关税或通胀的明确信息可能是将美股从泥潭中解救出来的关键。”一个潜在的即将到来的催化剂可能是个人消费支出（PCE）物价指数，该数据将于2月28日发布。投资者希望即将公布的PCE数据能够证实他们在周四的生产者价格指数（PPI）数据中看到的一些迹象。后者显示，一些核心通胀的组成部分的价格正在下降，这表明通胀的降温程度可能比整体通胀率显示的要更明显。Baird的Mayfield表示，PCE数据走弱可能会提高投资者对美联储今年只会再降息25个基点的预期，这还可能引发美债收益率下降，减轻对美股的压力。“我认为美股在2月的剩余时间可能会震荡，”Mayfield说。“但是，如果PCE数据低于预期，并使投资者预期美联储今年仍会进行多次降息，这可能会为美股带来良好的推动。”Mayfield预计美联储今年可能会降息两次甚至三次。如果有进一步的证据表明美国总统特朗普只是将关税作为谈判工具，这可能也会受到交易员的欢迎，尽管他们仍然担心潜在关税的通胀影响将抵消放松管制带来的任何收益。“显然，这里存在某种拉锯战，”Wayve Capital首席策略师Rhys Williams说。“所以，我确实认为，特朗普真的只是把关税作为讨价还价的筹码，从宏观角度来看，没有任何戏剧性的变化会是积极的。”然而，Baird的Mayfield指出，交易员们可能会在贸易政策方面保持警惕，并且会适应来自特朗普贸易言论的不确定性。“我认为市场永远不会从特朗普政府获得他们真正想要的关于贸易的明确信息，”Mayfield说。“我不认为特朗普政府会站出来说，‘嘿，我们改变主意了，我们支持自由贸易’，或者直接表明关税是未来四年的贸易规则。在许多方面，不确定性和混乱是战略的一部分。”无论存在何种不确定性，许多交易员仍然相信，即使可能不会出现像2023年和2024年那样的惊人涨幅，但美股今年仍可以继续攀升至新的高度。富国银行投资研究所指出，美股连续三年上涨超过20%的可能性很小，在标普500指数历史上只发生过一次。尽管如此，美股今年迄今为止的韧性令人鼓舞。Siebert的投资主管Mark Malek说 ，“尽管一些人认为有很多事情真的应该阻碍美股上涨，但这种情况仍然没有发生。”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625398519,"gmtCreate":1676086658632,"gmtModify":1676086660351,"author":{"id":"3567567735257287","authorId":"3567567735257287","name":"元壹","avatar":"https://static.tigerbbs.com/0e647b0258d0670031766e895470bb30","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567567735257287","idStr":"3567567735257287"},"themes":[],"htmlText":"她是懂诱骗的","listText":"她是懂诱骗的","text":"她是懂诱骗的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/625398519","repostId":"1160330922","repostType":2,"repost":{"id":"1160330922","kind":"news","pubTimestamp":1676085937,"share":"https://www.laohu8.com/m/news/1160330922?lang=zh_CN&edition=full","pubTime":"2023-02-11 11:25","market":"us","language":"zh","title":"木头姐：想从ChatGPT热潮中获利？那就买特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=1160330922","media":"新浪财经","summary":"特斯拉是最深刻的人工智能公司。","content":"<html><head></head><body><p>方舟投资管理公司创始人凯茜·伍德(Cathie Wood)表示，购买特斯拉股票是投资者利用ChatGPT和更广泛的人工智能技术热潮获利的最佳方式之一。</p><p>伍德周四表示，在她的三只基金中，特斯拉都是最大重仓股之一。<b>由于特斯拉作为人工智能股票的预期地位，其股价未来五年有可能飙升7倍。</b></p><p><img src=\"https://static.tigerbbs.com/8ada8034289e48f49ad30011b445a4aa\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>伍德在一次采访中表示:“实际上，特斯拉是目前最深刻的人工智能公司之一，这就是为什么它在ARKK、ARKQ都是最大重仓股，ARKW也持有大量头寸。它不是一家汽车公司，而是一家科技公司。”</p><p>投资者近期对智能聊天机器人ChatGPT的热情激增，推动了C3.AI和Buzzfeed等股票的上涨。</p><p>伍德表示，她预计人工智能的崛起将颠覆谷歌母公司Alphabet等传统科技公司，Alphabet目前正在开发一款名为Bard的ChatGPT替代品。</p><p>伍德说：“这里的世界变化之快令人难以置信。当然，我们在人工智能领域也看到了这一点，围绕ChatGPT的所有新闻都抓住了公众的想象力，也抓住了企业的想象力，这一切发生得非常迅速，我们的投资组合非常关注未来。”</p><p>伍德说:“纳斯达克和其他基础广泛的基准指数要传统得多，实际上，在这些投资组合中名列前茅的是那些多年来表现非常出色的公司。”“我们认为其中许多将被打乱——我们已经看到了关于谷歌和搜索的问题。”</p><p>但这位方舟投资首席执行官认为，特斯拉处于有利地位，可以利用人工智能的崛起，因为它正在寻求主导自动驾驶出租车市场，伍德预测，这将是未来十年的主要交通主题之一。</p><p>伍德说:“我们相信，自动驾驶出租车平台是未来5到10年人工智能领域最大的机遇。”</p><p>Ark目前对特斯拉的展望是，该公司的股价在未来五年内将上涨到1500美元至1600美元之间。</p></body></html>","source":"XLCJ","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>木头姐：想从ChatGPT热潮中获利？那就买特斯拉</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; 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.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木头姐：想从ChatGPT热潮中获利？那就买特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-11 11:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2023-02-11/doc-imyfhxup3602926.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>方舟投资管理公司创始人凯茜·伍德(Cathie Wood)表示，购买特斯拉股票是投资者利用ChatGPT和更广泛的人工智能技术热潮获利的最佳方式之一。伍德周四表示，在她的三只基金中，特斯拉都是最大重仓股之一。由于特斯拉作为人工智能股票的预期地位，其股价未来五年有可能飙升7倍。伍德在一次采访中表示:“实际上，特斯拉是目前最深刻的人工智能公司之一，这就是为什么它在ARKK、ARKQ都是最大重仓股，...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-02-11/doc-imyfhxup3602926.shtml\">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/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-02-11/doc-imyfhxup3602926.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160330922","content_text":"方舟投资管理公司创始人凯茜·伍德(Cathie Wood)表示，购买特斯拉股票是投资者利用ChatGPT和更广泛的人工智能技术热潮获利的最佳方式之一。伍德周四表示，在她的三只基金中，特斯拉都是最大重仓股之一。由于特斯拉作为人工智能股票的预期地位，其股价未来五年有可能飙升7倍。伍德在一次采访中表示:“实际上，特斯拉是目前最深刻的人工智能公司之一，这就是为什么它在ARKK、ARKQ都是最大重仓股，ARKW也持有大量头寸。它不是一家汽车公司，而是一家科技公司。”投资者近期对智能聊天机器人ChatGPT的热情激增，推动了C3.AI和Buzzfeed等股票的上涨。伍德表示，她预计人工智能的崛起将颠覆谷歌母公司Alphabet等传统科技公司，Alphabet目前正在开发一款名为Bard的ChatGPT替代品。伍德说：“这里的世界变化之快令人难以置信。当然，我们在人工智能领域也看到了这一点，围绕ChatGPT的所有新闻都抓住了公众的想象力，也抓住了企业的想象力，这一切发生得非常迅速，我们的投资组合非常关注未来。”伍德说:“纳斯达克和其他基础广泛的基准指数要传统得多，实际上，在这些投资组合中名列前茅的是那些多年来表现非常出色的公司。”“我们认为其中许多将被打乱——我们已经看到了关于谷歌和搜索的问题。”但这位方舟投资首席执行官认为，特斯拉处于有利地位，可以利用人工智能的崛起，因为它正在寻求主导自动驾驶出租车市场，伍德预测，这将是未来十年的主要交通主题之一。伍德说:“我们相信，自动驾驶出租车平台是未来5到10年人工智能领域最大的机遇。”Ark目前对特斯拉的展望是，该公司的股价在未来五年内将上涨到1500美元至1600美元之间。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":5353,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3503269038909281","authorId":"3503269038909281","name":"Joezm","avatar":"https://static.tigerbbs.com/bc9e88bfa146375407fd3ee44fed8c5e","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3503269038909281","idStr":"3503269038909281"},"content":"她需要诱骗你这种傻子吗","text":"她需要诱骗你这种傻子吗","html":"她需要诱骗你这种傻子吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":168355576,"gmtCreate":1623953633195,"gmtModify":1623968111959,"author":{"id":"3567567735257287","authorId":"3567567735257287","name":"元壹","avatar":"https://static.tigerbbs.com/0e647b0258d0670031766e895470bb30","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567567735257287","idStr":"3567567735257287"},"themes":[],"htmlText":"<a 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11:25","market":"us","language":"zh","title":"木头姐：想从ChatGPT热潮中获利？那就买特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=1160330922","media":"新浪财经","summary":"特斯拉是最深刻的人工智能公司。","content":"<html><head></head><body><p>方舟投资管理公司创始人凯茜·伍德(Cathie Wood)表示，购买特斯拉股票是投资者利用ChatGPT和更广泛的人工智能技术热潮获利的最佳方式之一。</p><p>伍德周四表示，在她的三只基金中，特斯拉都是最大重仓股之一。<b>由于特斯拉作为人工智能股票的预期地位，其股价未来五年有可能飙升7倍。</b></p><p><img src=\"https://static.tigerbbs.com/8ada8034289e48f49ad30011b445a4aa\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>伍德在一次采访中表示:“实际上，特斯拉是目前最深刻的人工智能公司之一，这就是为什么它在ARKK、ARKQ都是最大重仓股，ARKW也持有大量头寸。它不是一家汽车公司，而是一家科技公司。”</p><p>投资者近期对智能聊天机器人ChatGPT的热情激增，推动了C3.AI和Buzzfeed等股票的上涨。</p><p>伍德表示，她预计人工智能的崛起将颠覆谷歌母公司Alphabet等传统科技公司，Alphabet目前正在开发一款名为Bard的ChatGPT替代品。</p><p>伍德说：“这里的世界变化之快令人难以置信。当然，我们在人工智能领域也看到了这一点，围绕ChatGPT的所有新闻都抓住了公众的想象力，也抓住了企业的想象力，这一切发生得非常迅速，我们的投资组合非常关注未来。”</p><p>伍德说:“纳斯达克和其他基础广泛的基准指数要传统得多，实际上，在这些投资组合中名列前茅的是那些多年来表现非常出色的公司。”“我们认为其中许多将被打乱——我们已经看到了关于谷歌和搜索的问题。”</p><p>但这位方舟投资首席执行官认为，特斯拉处于有利地位，可以利用人工智能的崛起，因为它正在寻求主导自动驾驶出租车市场，伍德预测，这将是未来十年的主要交通主题之一。</p><p>伍德说:“我们相信，自动驾驶出租车平台是未来5到10年人工智能领域最大的机遇。”</p><p>Ark目前对特斯拉的展望是，该公司的股价在未来五年内将上涨到1500美元至1600美元之间。</p></body></html>","source":"XLCJ","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>木头姐：想从ChatGPT热潮中获利？那就买特斯拉</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木头姐：想从ChatGPT热潮中获利？那就买特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-11 11:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2023-02-11/doc-imyfhxup3602926.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>方舟投资管理公司创始人凯茜·伍德(Cathie Wood)表示，购买特斯拉股票是投资者利用ChatGPT和更广泛的人工智能技术热潮获利的最佳方式之一。伍德周四表示，在她的三只基金中，特斯拉都是最大重仓股之一。由于特斯拉作为人工智能股票的预期地位，其股价未来五年有可能飙升7倍。伍德在一次采访中表示:“实际上，特斯拉是目前最深刻的人工智能公司之一，这就是为什么它在ARKK、ARKQ都是最大重仓股，...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-02-11/doc-imyfhxup3602926.shtml\">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/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-02-11/doc-imyfhxup3602926.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160330922","content_text":"方舟投资管理公司创始人凯茜·伍德(Cathie Wood)表示，购买特斯拉股票是投资者利用ChatGPT和更广泛的人工智能技术热潮获利的最佳方式之一。伍德周四表示，在她的三只基金中，特斯拉都是最大重仓股之一。由于特斯拉作为人工智能股票的预期地位，其股价未来五年有可能飙升7倍。伍德在一次采访中表示:“实际上，特斯拉是目前最深刻的人工智能公司之一，这就是为什么它在ARKK、ARKQ都是最大重仓股，ARKW也持有大量头寸。它不是一家汽车公司，而是一家科技公司。”投资者近期对智能聊天机器人ChatGPT的热情激增，推动了C3.AI和Buzzfeed等股票的上涨。伍德表示，她预计人工智能的崛起将颠覆谷歌母公司Alphabet等传统科技公司，Alphabet目前正在开发一款名为Bard的ChatGPT替代品。伍德说：“这里的世界变化之快令人难以置信。当然，我们在人工智能领域也看到了这一点，围绕ChatGPT的所有新闻都抓住了公众的想象力，也抓住了企业的想象力，这一切发生得非常迅速，我们的投资组合非常关注未来。”伍德说:“纳斯达克和其他基础广泛的基准指数要传统得多，实际上，在这些投资组合中名列前茅的是那些多年来表现非常出色的公司。”“我们认为其中许多将被打乱——我们已经看到了关于谷歌和搜索的问题。”但这位方舟投资首席执行官认为，特斯拉处于有利地位，可以利用人工智能的崛起，因为它正在寻求主导自动驾驶出租车市场，伍德预测，这将是未来十年的主要交通主题之一。伍德说:“我们相信，自动驾驶出租车平台是未来5到10年人工智能领域最大的机遇。”Ark目前对特斯拉的展望是，该公司的股价在未来五年内将上涨到1500美元至1600美元之间。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":5353,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3503269038909281","authorId":"3503269038909281","name":"Joezm","avatar":"https://static.tigerbbs.com/bc9e88bfa146375407fd3ee44fed8c5e","crmLevel":1,"crmLevelSwitch":0,"idStr":"3503269038909281","authorIdStr":"3503269038909281"},"content":"她需要诱骗你这种傻子吗","text":"她需要诱骗你这种傻子吗","html":"她需要诱骗你这种傻子吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380694030,"gmtCreate":1612536481820,"gmtModify":1703763314805,"author":{"id":"3567567735257287","authorId":"3567567735257287","name":"元壹","avatar":"https://static.tigerbbs.com/0e647b0258d0670031766e895470bb30","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567567735257287","authorIdStr":"3567567735257287"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>恨一个人就让他买中概股","listText":"<a href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>恨一个人就让他买中概股","text":"$荔枝(LIZI)$恨一个人就让他买中概股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/380694030","isVote":1,"tweetType":1,"viewCount":2086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410147799945432,"gmtCreate":1741143775526,"gmtModify":1741143776935,"author":{"id":"3567567735257287","authorId":"3567567735257287","name":"元壹","avatar":"https://static.tigerbbs.com/0e647b0258d0670031766e895470bb30","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567567735257287","authorIdStr":"3567567735257287"},"themes":[],"htmlText":"机构还说特斯拉目标价在400+，身体还不是一直在卖。找接盘就说找接盘，非要编一套说辞","listText":"机构还说特斯拉目标价在400+，身体还不是一直在卖。找接盘就说找接盘，非要编一套说辞","text":"机构还说特斯拉目标价在400+，身体还不是一直在卖。找接盘就说找接盘，非要编一套说辞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/410147799945432","repostId":"1162463943","repostType":2,"repost":{"id":"1162463943","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":1741141146,"share":"https://www.laohu8.com/m/news/1162463943?lang=zh_CN&edition=full","pubTime":"2025-03-05 10:19","market":"us","language":"zh","title":"英伟达估值跌至十年低位，伯恩斯坦：当前是绝佳买入时机","url":"https://stock-news.laohu8.com/highlight/detail?id=1162463943","media":"老虎资讯综合","summary":"在他看来，当前股价回调已将英伟达的估值压缩至 “黄金击球区”，投资者正迎来难得的布局窗口。“历史数据显示，当英伟达市盈率跌至 25 倍时买入，平均回报率高达 150%。”催化剂临近：3 月 18 日开幕的 GTC 大会有望发布新一代 AI 解决方案，或成股价转折点。基于上述判断，伯恩斯坦维持对英伟达 “跑赢大盘” 评级，目标价定为 185 美元，较当前股价隐含 62% 上涨空间。","content":"<html><head></head><body><p>尽管近期人工智能板块普遍承压 —— 行业估值高企叠加中美关税政策扰动市场情绪，但伯恩斯坦明星分析师斯泰西・拉斯贡（Stacy Rasgon）却逆势发声，力挺英伟达的投资价值。在他看来，当前股价回调已将英伟达的估值压缩至 “黄金击球区”，投资者正迎来难得的布局窗口。</p><h3 id=\"id_3886592265\" style=\"text-align: start;\">估值优势：25 倍 PE 隐含 150% 历史回报率</h3><p>拉斯贡指出，英伟达当前动态市盈率（基于未来 12 个月预期收益）已降至 25 倍左右，处于过去一年最低水平，甚至逼近十年来的估值洼地。“历史数据显示，当英伟达市盈率跌至 25 倍时买入，平均回报率高达 150%。” 他特别强调，这一估值尚未充分反映人工智能产业的长期增长潜力。</p><h3 id=\"id_1033502344\" style=\"text-align: start;\">支撑其乐观判断的核心逻辑在于：</h3><ul style=\"\"><li><p><strong>企业支出韧性</strong>：尽管市场担忧 AI 泡沫，但云计算巨头和科技公司的资本开支仍保持强劲，AI 芯片需求未见放缓。</p></li><li><p><strong>产品周期起点</strong>：下一代 Blackwell 架构虽推进遇阻，但技术问题已基本解决，量产时间表未受实质影响。</p></li><li><p><strong>催化剂临近</strong>：3 月 18 日开幕的 GTC 大会（英伟达年度技术峰会）有望发布新一代 AI 解决方案，或成股价转折点。</p></li></ul><p>基于上述判断，伯恩斯坦维持对英伟达 “跑赢大盘” 评级，目标价定为 185 美元，较当前股价隐含 62% 上涨空间。</p><h3 id=\"id_144937893\" style=\"text-align: start;\">风险释疑：股价已过度反映利空</h3><p>尽管英伟达年初至今下跌近 14%（周二盘中一度跌超 17%），但拉斯贡认为市场情绪过于悲观：</p><ul style=\"\"><li><p><strong>供应链扰动</strong>：Blackwell 架构生产问题被夸大，实际影响可控；</p></li><li><p><strong>地缘政治风险</strong>：测算显示，若对华数据中心芯片实施全面禁售，每股收益（EPS）损失约 0.25-0.5 美元，但当前股价跌幅远超该冲击；</p></li><li><p><strong>需求质疑</strong>：尽管微软缩减部分数据中心计划，但 AI 模型训练与推理的刚需仍在爆发期，“生成式 AI 绝非昙花一现”。</p></li></ul><h3 id=\"id_523001940\" style=\"text-align: start;\">市场分歧：AI 狂欢落幕还是中场休息？</h3><p>近期行业出现两大争议信号：</p><ul style=\"\"><li><p><strong>需求端</strong>：微软等巨头调整基础设施投资节奏，引发对 AI 应用商业化进度的担忧；</p></li><li><p><strong>供给端</strong>：AMD、英特尔加速追赶，试图打破英伟达在 AI 芯片市场的垄断地位。</p></li></ul><p>对此，拉斯贡坦言：“市场需要接受 AI 投资从‘讲故事’转向‘看落地’的阶段，但英伟达的技术壁垒和生态优势仍难以撼动。” 他认为，2024 年将是检验 AI 实际创收能力的关键年份，而英伟达凭借 CUDA 平台粘性和全栈解决方案，大概率继续主导产业链价值分配。</p><h3 id=\"id_1187602082\" style=\"text-align: start;\">结语</h3><p>当市场因短期噪音陷入恐慌时，估值锚往往能提供清醒的参照系。对于英伟达而言，25 倍 PE 既是对过往调整的计价，亦是对未来增长的折让。能否抓住这份 “错杀” 的机会，取决于投资者是否相信 ——AI 革命不是终章，而是序曲。</p><p><strong>文章源自cnbc《Cheap? Nvidia valuation nearing 10-year lows, according to Bernstein》</strong></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>英伟达估值跌至十年低位，伯恩斯坦：当前是绝佳买入时机</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; 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}\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英伟达估值跌至十年低位，伯恩斯坦：当前是绝佳买入时机\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\">2025-03-05 10:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>尽管近期人工智能板块普遍承压 —— 行业估值高企叠加中美关税政策扰动市场情绪，但伯恩斯坦明星分析师斯泰西・拉斯贡（Stacy Rasgon）却逆势发声，力挺英伟达的投资价值。在他看来，当前股价回调已将英伟达的估值压缩至 “黄金击球区”，投资者正迎来难得的布局窗口。</p><h3 id=\"id_3886592265\" style=\"text-align: start;\">估值优势：25 倍 PE 隐含 150% 历史回报率</h3><p>拉斯贡指出，英伟达当前动态市盈率（基于未来 12 个月预期收益）已降至 25 倍左右，处于过去一年最低水平，甚至逼近十年来的估值洼地。“历史数据显示，当英伟达市盈率跌至 25 倍时买入，平均回报率高达 150%。” 他特别强调，这一估值尚未充分反映人工智能产业的长期增长潜力。</p><h3 id=\"id_1033502344\" style=\"text-align: start;\">支撑其乐观判断的核心逻辑在于：</h3><ul style=\"\"><li><p><strong>企业支出韧性</strong>：尽管市场担忧 AI 泡沫，但云计算巨头和科技公司的资本开支仍保持强劲，AI 芯片需求未见放缓。</p></li><li><p><strong>产品周期起点</strong>：下一代 Blackwell 架构虽推进遇阻，但技术问题已基本解决，量产时间表未受实质影响。</p></li><li><p><strong>催化剂临近</strong>：3 月 18 日开幕的 GTC 大会（英伟达年度技术峰会）有望发布新一代 AI 解决方案，或成股价转折点。</p></li></ul><p>基于上述判断，伯恩斯坦维持对英伟达 “跑赢大盘” 评级，目标价定为 185 美元，较当前股价隐含 62% 上涨空间。</p><h3 id=\"id_144937893\" style=\"text-align: start;\">风险释疑：股价已过度反映利空</h3><p>尽管英伟达年初至今下跌近 14%（周二盘中一度跌超 17%），但拉斯贡认为市场情绪过于悲观：</p><ul style=\"\"><li><p><strong>供应链扰动</strong>：Blackwell 架构生产问题被夸大，实际影响可控；</p></li><li><p><strong>地缘政治风险</strong>：测算显示，若对华数据中心芯片实施全面禁售，每股收益（EPS）损失约 0.25-0.5 美元，但当前股价跌幅远超该冲击；</p></li><li><p><strong>需求质疑</strong>：尽管微软缩减部分数据中心计划，但 AI 模型训练与推理的刚需仍在爆发期，“生成式 AI 绝非昙花一现”。</p></li></ul><h3 id=\"id_523001940\" style=\"text-align: start;\">市场分歧：AI 狂欢落幕还是中场休息？</h3><p>近期行业出现两大争议信号：</p><ul style=\"\"><li><p><strong>需求端</strong>：微软等巨头调整基础设施投资节奏，引发对 AI 应用商业化进度的担忧；</p></li><li><p><strong>供给端</strong>：AMD、英特尔加速追赶，试图打破英伟达在 AI 芯片市场的垄断地位。</p></li></ul><p>对此，拉斯贡坦言：“市场需要接受 AI 投资从‘讲故事’转向‘看落地’的阶段，但英伟达的技术壁垒和生态优势仍难以撼动。” 他认为，2024 年将是检验 AI 实际创收能力的关键年份，而英伟达凭借 CUDA 平台粘性和全栈解决方案，大概率继续主导产业链价值分配。</p><h3 id=\"id_1187602082\" style=\"text-align: start;\">结语</h3><p>当市场因短期噪音陷入恐慌时，估值锚往往能提供清醒的参照系。对于英伟达而言，25 倍 PE 既是对过往调整的计价，亦是对未来增长的折让。能否抓住这份 “错杀” 的机会，取决于投资者是否相信 ——AI 革命不是终章，而是序曲。</p><p><strong>文章源自cnbc《Cheap? Nvidia valuation nearing 10-year lows, according to Bernstein》</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162463943","content_text":"尽管近期人工智能板块普遍承压 —— 行业估值高企叠加中美关税政策扰动市场情绪，但伯恩斯坦明星分析师斯泰西・拉斯贡（Stacy Rasgon）却逆势发声，力挺英伟达的投资价值。在他看来，当前股价回调已将英伟达的估值压缩至 “黄金击球区”，投资者正迎来难得的布局窗口。估值优势：25 倍 PE 隐含 150% 历史回报率拉斯贡指出，英伟达当前动态市盈率（基于未来 12 个月预期收益）已降至 25 倍左右，处于过去一年最低水平，甚至逼近十年来的估值洼地。“历史数据显示，当英伟达市盈率跌至 25 倍时买入，平均回报率高达 150%。” 他特别强调，这一估值尚未充分反映人工智能产业的长期增长潜力。支撑其乐观判断的核心逻辑在于：企业支出韧性：尽管市场担忧 AI 泡沫，但云计算巨头和科技公司的资本开支仍保持强劲，AI 芯片需求未见放缓。产品周期起点：下一代 Blackwell 架构虽推进遇阻，但技术问题已基本解决，量产时间表未受实质影响。催化剂临近：3 月 18 日开幕的 GTC 大会（英伟达年度技术峰会）有望发布新一代 AI 解决方案，或成股价转折点。基于上述判断，伯恩斯坦维持对英伟达 “跑赢大盘” 评级，目标价定为 185 美元，较当前股价隐含 62% 上涨空间。风险释疑：股价已过度反映利空尽管英伟达年初至今下跌近 14%（周二盘中一度跌超 17%），但拉斯贡认为市场情绪过于悲观：供应链扰动：Blackwell 架构生产问题被夸大，实际影响可控；地缘政治风险：测算显示，若对华数据中心芯片实施全面禁售，每股收益（EPS）损失约 0.25-0.5 美元，但当前股价跌幅远超该冲击；需求质疑：尽管微软缩减部分数据中心计划，但 AI 模型训练与推理的刚需仍在爆发期，“生成式 AI 绝非昙花一现”。市场分歧：AI 狂欢落幕还是中场休息？近期行业出现两大争议信号：需求端：微软等巨头调整基础设施投资节奏，引发对 AI 应用商业化进度的担忧；供给端：AMD、英特尔加速追赶，试图打破英伟达在 AI 芯片市场的垄断地位。对此，拉斯贡坦言：“市场需要接受 AI 投资从‘讲故事’转向‘看落地’的阶段，但英伟达的技术壁垒和生态优势仍难以撼动。” 他认为，2024 年将是检验 AI 实际创收能力的关键年份，而英伟达凭借 CUDA 平台粘性和全栈解决方案，大概率继续主导产业链价值分配。结语当市场因短期噪音陷入恐慌时，估值锚往往能提供清醒的参照系。对于英伟达而言，25 倍 PE 既是对过往调整的计价，亦是对未来增长的折让。能否抓住这份 “错杀” 的机会，取决于投资者是否相信 ——AI 革命不是终章，而是序曲。文章源自cnbc《Cheap? Nvidia valuation nearing 10-year lows, according to Bernstein》","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":2467,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"content":"自己算一下特斯拉的市盈率就知道它是泡沫了。","text":"自己算一下特斯拉的市盈率就知道它是泡沫了。","html":"自己算一下特斯拉的市盈率就知道它是泡沫了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":183731745,"gmtCreate":1623350755787,"gmtModify":1623350755787,"author":{"id":"3567567735257287","authorId":"3567567735257287","name":"元壹","avatar":"https://static.tigerbbs.com/0e647b0258d0670031766e895470bb30","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567567735257287","authorIdStr":"3567567735257287"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>小单昨天该冲的时候跑，今天该跑的时候冲。不懂","listText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>小单昨天该冲的时候跑，今天该跑的时候冲。不懂","text":"$ContextLogic Inc.(WISH)$小单昨天该冲的时候跑，今天该跑的时候冲。不懂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/183731745","isVote":1,"tweetType":1,"viewCount":8207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316339456,"gmtCreate":1611914654775,"gmtModify":1703756122982,"author":{"id":"3567567735257287","authorId":"3567567735257287","name":"元壹","avatar":"https://static.tigerbbs.com/0e647b0258d0670031766e895470bb30","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567567735257287","authorIdStr":"3567567735257287"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>买个情怀","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>买个情怀","text":"$游戏驿站(GME)$买个情怀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/316339456","isVote":1,"tweetType":1,"viewCount":2062,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3447500749817882","authorId":"3447500749817882","name":"YTM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3447500749817882","authorIdStr":"3447500749817882"},"content":"能买了吗？","text":"能买了吗？","html":"能买了吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311897515,"gmtCreate":1611772267537,"gmtModify":1703753715139,"author":{"id":"3567567735257287","authorId":"3567567735257287","name":"元壹","avatar":"https://static.tigerbbs.com/0e647b0258d0670031766e895470bb30","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567567735257287","authorIdStr":"3567567735257287"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$</a>朋友们，拉紧彼此的手","listText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$</a>朋友们，拉紧彼此的手","text":"$诺基亚(NOK)$朋友们，拉紧彼此的手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311897515","isVote":1,"tweetType":1,"viewCount":1079,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}