骑着乌龟飞奔的个人主页 - 老虎社区

骑着乌龟飞奔

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骑着乌龟飞奔

2021-02-21

$Sundial Growers Inc.(SNDL)$看下这几家买的机构，都是在去年12月至今年1月份增持股份了，但是也比不上他增发的速度，所谓机构跑路，占比不足1%，就是机构的股份也被稀释了，别制造恐慌了，一路1.5，想跑的已经跑差不多了，再喊也没几个会跑了

骑着乌龟飞奔

2021-02-25

$全球星(GSAT)$财报怎么样？

骑着乌龟飞奔

2021-02-22

$Sundial Growers Inc.(SNDL)$开始织布了

骑着乌龟飞奔

2021-02-21

$Sundial Growers Inc.(SNDL)$啥也不说了，上个腾讯自选股上sndl十大股东图，2021.2.18的，有机构看好，比例跟其他大麻差不多

骑着乌龟飞奔

2021-02-09

$Naked Brand Group Inc(NAKD)$都没走呢，肯定会升的

骑着乌龟飞奔

2021-03-10

$Sundial Growers Inc.(SNDL)$ 空头主力去压GME了，手上有空单期权的也放一放吧！WSB这帮人开始玩孙子兵法了！sndl还有机会！

骑着乌龟飞奔

2021-03-16

$Sundial Growers Inc.(SNDL)$ $Sundial Growers Inc.(SNDL)$to the moon！！！ 🚀🚀🚀

骑着乌龟飞奔

2021-02-23

$Sundial Growers Inc.(SNDL)$ 卸载app装死了

骑着乌龟飞奔

2021-02-19

$Sundial Growers Inc.(SNDL)$害怕就割掉吧，纵观纳指从几十点到3万多点，空头赚的是人性恐慌的钱，终究会褪去，历史总是需要做多的人去推动，这几天唱空水军太多了，恐慌性抛售，不推荐买进炒底，也不推荐继续做空。

骑着乌龟飞奔

2021-02-24

$全球星(GSAT)$ 疯了，这是提前割韭菜的节奏吗

去老虎APP查看更多动态

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class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c734cdd5706cd49ce4b37657e74c62e3\" tg-width=\"538\" tg-height=\"145\"/></p><p style=\"text-align: start;\">今年早些时候，GameStop董事会一致批准更新其投资政策，<strong>将比特币纳入其国库储备资产</strong>——此举追随了软件公司兼比特币概念股MicroStrategy Inc.（股票代码：MSTR，该公司现以Strategy为运营名称）的相同路径。</p><p style=\"text-align: start;\">这家视频游戏零售商<strong>第一季度末持有的现金、现金等价物及有价证券总额为64亿美元</strong>，高于去年同期的10亿美元。</p><p><br/></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>GameStop拟发行17.5亿美元可转债，暗示下一轮比特币购买计划</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\">\nGameStop拟发行17.5亿美元可转债，暗示下一轮比特币购买计划\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\">2025-06-12 07:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">视频游戏零售商、最初的“网红股”GameStop Corp. （ <a href=\"https://laohu8.com/S/GME\">游戏驿站</a> ）周三晚间表示计划筹集更多债务——此举可能表明该公司即将再次购买比特币。</p><p style=\"text-align: start;\">GameStop Corp. 在周三收盘后宣布，<strong>拟进行17.5亿美元可转换优先票据的私募发行</strong>。</p><p style=\"text-align: start;\">该公司在一份声明中表示，募集资金将用于“一般公司用途，包括以符合GameStop投资政策的方式进行投资及潜在收购”。</p><p style=\"text-align: start;\"><strong>这并非GameStop今年首次举债</strong>。4月1日，该公司完成了<strong>15亿美元的债券发行交易</strong>。随后在下个月（5月），它宣布了其<strong>首次购买比特币（BTCUSD）</strong>。</p><p style=\"text-align: start;\">GameStop在周二发布第一季度财报的附带声明中表示，其购买的<strong>4,710枚比特币</strong>发生在<strong>5月3日至6月10日期间</strong>。</p><p style=\"text-align: start;\">在周三的财报公布后，GameStop股价在常规交易时段收跌5.3%。在盘后交易中，其股价<strong>进一步下跌超过11%</strong>。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c734cdd5706cd49ce4b37657e74c62e3\" tg-width=\"538\" tg-height=\"145\"/></p><p style=\"text-align: start;\">今年早些时候，GameStop董事会一致批准更新其投资政策，<strong>将比特币纳入其国库储备资产</strong>——此举追随了软件公司兼比特币概念股MicroStrategy Inc.（股票代码：MSTR，该公司现以Strategy为运营名称）的相同路径。</p><p style=\"text-align: start;\">这家视频游戏零售商<strong>第一季度末持有的现金、现金等价物及有价证券总额为64亿美元</strong>，高于去年同期的10亿美元。</p><p><br/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/d3ea115cb91f0192a9494ce5639d06e5","relate_stocks":{"GME":"游戏驿站"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160265077","content_text":"视频游戏零售商、最初的“网红股”GameStop Corp. （ 游戏驿站 ）周三晚间表示计划筹集更多债务——此举可能表明该公司即将再次购买比特币。GameStop Corp. 在周三收盘后宣布，拟进行17.5亿美元可转换优先票据的私募发行。该公司在一份声明中表示，募集资金将用于“一般公司用途，包括以符合GameStop投资政策的方式进行投资及潜在收购”。这并非GameStop今年首次举债。4月1日，该公司完成了15亿美元的债券发行交易。随后在下个月（5月），它宣布了其首次购买比特币（BTCUSD）。GameStop在周二发布第一季度财报的附带声明中表示，其购买的4,710枚比特币发生在5月3日至6月10日期间。在周三的财报公布后，GameStop股价在常规交易时段收跌5.3%。在盘后交易中，其股价进一步下跌超过11%。今年早些时候，GameStop董事会一致批准更新其投资政策，将比特币纳入其国库储备资产——此举追随了软件公司兼比特币概念股MicroStrategy Inc.（股票代码：MSTR，该公司现以Strategy为运营名称）的相同路径。这家视频游戏零售商第一季度末持有的现金、现金等价物及有价证券总额为64亿美元，高于去年同期的10亿美元。","news_type":1,"symbols_score_info":{"GME":1.1}},"isVote":1,"tweetType":1,"viewCount":1369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":422560146297584,"gmtCreate":1744201672633,"gmtModify":1744204330005,"author":{"id":"3569278315498482","authorId":"3569278315498482","name":"骑着乌龟飞奔","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569278315498482","authorIdStr":"3569278315498482"},"themes":[],"htmlText":"今晚已经跟了50%关税，现在基本中美关税都是100%","listText":"今晚已经跟了50%关税，现在基本中美关税都是100%","text":"今晚已经跟了50%关税，现在基本中美关税都是100%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422560146297584","repostId":"1127064394","repostType":4,"repost":{"id":"1127064394","kind":"news","pubTimestamp":1744197345,"share":"https://www.laohu8.com/m/news/1127064394?lang=zh_CN&edition=full","pubTime":"2025-04-09 19:15","market":"us","language":"zh","title":"大摩万字报告揭示：“关税风暴”之下哪些科技股具备阿尔法潜力?","url":"https://stock-news.laohu8.com/highlight/detail?id=1127064394","media":"智通财经网","summary":"关键词：AI、云平台与网络安全。","content":"<html><head></head><body><p>华尔街金融巨头摩根士丹利当地时间4月8日重磅发布2025年第一季度美国CIO报告，即美国科技行业首席信息官们(CIO)对于特朗普激进关税对全球科技领域潜在影响、未来IT软硬件预算趋势，以及对于人工智能、机器学习等前沿科技核心现状观点与前景展望的调查与研究报告。</p><p style=\"text-align: justify;\">整体而言，摩根士丹利(以下简称“大摩”)公布的这份字数破万的最新调查与研究结果呈现出美国CIO们IT预算预期明显的分化趋势，主要受宏观经济波动的影响，尽管CIO们对短期IT预算增长的预期有所下降，<strong>但对于核心的长期增长驱动因素(比如人工智能/机器学习)和中期IT支出的信心依然保持稳定，预计人工智能(AI)支出仍将大幅扩张。</strong></p><p style=\"text-align: justify;\">大摩最新发布的CIO报告特别指出，<strong>AI/ML(人工智能/机器学习)这两大前沿科技支出在美国科技类型企业的IT预算中占据最优先位置，在AI浪潮推动下需求持续强劲的安全防御软件紧随其后，</strong>与AI数据中心相关的通信设备领域有望在2025年支出预期显著增长。此外，大摩分析团队表示，云计算平台整合者(比如微软、亚马逊AWS)以及在网络安全领域具有重要份额的科技公司，将在美股三大基准指数因宏观基本面压力遭遇持续抛售而彰显出强劲基本面支撑下的“防御属性”，预计将在当前投资环境中表现更好。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1750f20a02dc7a9f96923348a4bd698c\" alt=\"\" title=\"\" tg-width=\"824\" tg-height=\"778\"/></p><p style=\"text-align: justify;\">大摩的调查与研究报告还显示，<strong>全球两大云巨头——云计算服务提供商微软和亚马逊则有望继续引领全球云迁移浪潮，企业对云数据仓库的采用率持续攀升，硬件领域支出虽受宏观经济影响出现波动，但存储类型核心硬件的增长预期，尤其是与AI训练/推理大型系统密切相关联的HBM存储以及企业级SSD仍保持相对稳健。</strong></p><p style=\"text-align: justify;\">随着投资者们进一步消化与定价特朗普面向全球的激进关税政策，全球股市的恐慌情绪有所放缓，尤其是在这一轮全球股市抛售浪潮中遭受最严重抛售规模的科技股股价出现短暂反弹。科技股可谓是近年来全球股市步入长期牛市的核心驱动力，因此投资者们在经历新一轮抛售痛击后开始期待长期领航股市的科技股吹响反攻号角，带领全球股市强势反弹。</p><p style=\"text-align: justify;\">对于2023年以来投资热度持续位列全球股市榜首的“AI基建领军者们”来说，<strong>大摩的这份研究报告显示，人工智能投资逻辑跟随金融市场重新开始聚焦AI芯片等AI基础设施强劲需求预期而呈现出逐渐修复趋势。</strong>毕竟相比于半导体领域非AI板块，AI GPU、AI ASIC、HBM以及以太网交换机芯片、核心电力设备等“AI基建领军者们”需求预期强劲得多，<strong>在市场出现“战术反弹”等短期反弹行情之时有望呈现出最为强劲的领涨态势。</strong></p><p style=\"text-align: justify;\">大摩的最新调研数据显示出<strong>，与AI/ML关联最为密切的科技股，尤其是AI基建领域长期以来的领军者——比如英伟达、博通、美光以及台积电等科技巨头，加之微软、亚马逊这类聚焦于全栈IaaS+PaaS+SaaS平台的云计算巨头们，以及聚焦于网络安全领域的Palo Alto Networks与CrowdStrike等网安软件领军者们</strong>，有望在美股战术反弹之际彰显远强于标普500指数以及有着“科技股风向标”称号的纳斯达克100指数的“阿尔法超额收益”。<strong>所谓的“阿尔法”定义为实际投资的收益远超“贝塔收益”——即指代远远超出那些跟踪基准股指所实现的同步投资收益数据。跟踪基准指数实现的同步收益也被称作“贝塔收益”(Beta)。</strong></p><p style=\"text-align: justify;\">尽管不少机构认为美股三大指数跌势可能还未彻底停止——除非像5年前那样出现类似“美联储开闸大放水”(即宣布降息+扩表)的重要宏观经济大事件彻底逆转市场悲观预期，否则美股可能进一步下探，<strong>但是机构们普遍看好美股出现战术性的暂时反弹之势，尤其是AI基建领域的领军者们，以及基本面扎实的云计算巨头们有望强势领涨整个美股市场。</strong></p><p style=\"text-align: justify;\">在当地时间周二，美国财长斯科特·贝森特表示，特朗普政府与一些主要贸易伙伴达成有利交易的可能性很大。在特朗普提高关税后，外国纷纷呼吁华盛顿进行谈判，华尔街的一些分析人士表示，<strong>在最近的罕见抛售之后，美国股市出现战术反弹的可能性已经增加。</strong>Bespoke Investment Group的策略团队表示，<strong>虽然有关关税的最新消息并不意味着会很快达成协议，但至少显示出特朗普政府倾向通过谈判来调整关税，这为暂停抛售与战术反弹赢得了一些时间</strong>。</p><p style=\"text-align: justify;\"><strong>大摩最新CIO调查：预算增长预期的实质方向偏向AI、云计算与网络安全</strong></p><p style=\"text-align: justify;\">据了解，摩根士丹利发布的这份报告基于对高达100位企业IT预算决策者们的深入调研，详细剖析了IT预算增长预期、人工智能与机器学习的战略定位、云迁移进展、硬件支出趋势以及各类科技细分领域的优先级变化。调查结果揭示了在特朗普重返白宫的“特朗普2.0时代”宏观经济波动加剧的背景下，<strong>CIO们对短期IT支出增长的谨慎态度，同时强调了对核心长期增长驱动力(比如AI/ML)的长期投资信心。</strong></p><p style=\"text-align: justify;\">这份报告特别指出，AI/ML在美国企业CIO们的IT预算中占据最优先位置，聚焦网络安全类型的软件紧随其后，通信设备领域与云计算服务提供商或将受益于长期性质的企业数字化转型趋势，比如微软和亚马逊继续引领云迁移浪潮，企业对云数据仓库的采用率持续攀升，硬件领域的整体支出虽受宏观经济影响出现波动，但存储类型硬件，比如HBM存储系统以及企业级SSD存储硬件的增长预期仍保持相对强劲。</p><p style=\"text-align: justify;\"><strong>以下大摩的美国市场CIO调查结果概览：</strong></p><p style=\"text-align: justify;\">IT预算增长预期：2025年IT预算增长预期为+3.7%，较2024年+3.4%略有加速，但调查结果按完成日期分段显示，2月20日前后北美CIO预期出现显著分歧。2月10日至2月20日汇编的CIO们回应显示2025年预算增长预期为+4.1%，而2月20日后收集的回应则显示增长预期降至+3.2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de0f12ae1a0a0227a3a120a2182449ee\" alt=\"\" title=\"\" tg-width=\"792\" tg-height=\"434\"/></p><p style=\"text-align: justify;\">人工智能与机器学习(AI/ML)堪称“最优先级”：涵盖AI软件与AI基础设施建设的AI/ML在CIO们的优先级列表中稳居榜首，净优先级评分环比提升大约100个基点，达到大摩调查报告的历史最高点。高达60%的CIO预计到2025年底将有基于生成式AI的工作负载应用投入实际的生产与经营活动，较4Q24的57%有所上升。展望未来三年，高达70%的美国市场CIO们预计生成式AI更新迭代将加速其AI硬件领域的整体支出步伐，高于此前预期，但较3Q24的77%有所下降。</p><p style=\"text-align: justify;\">云迁移与数据集中化：CIO们预计到2026年底，平均46%的数据将集中到云计算平台，几乎是当前26%水平的两倍，微软Azure与亚马逊AWS继续位列云计算市场最强领军者。此外，微软Azure在云数据仓库市场中保持领先地位，Snowflake则取代亚马逊AWS成为第二受欢迎的云数据仓库供应商。微软和亚马逊继续在云迁移进程中占据最大份额，分别获得+44%和+13%的增量IT预算;谷歌、Palo Alto Networks和ServiceNow也显示出作为云迁移受益者的潜力。</p><p style=\"text-align: justify;\">硬件支出趋势：2025年硬件支出增长预期在2月20日后显著下调，从之前的+2.2%降至+0.7%。存储类型的硬件支出增长预期强于整体硬件支出，增长预期高达4.1%，主要集中于与AI训练/推理密切相关的HBM存储系统以及企业级SSD，较2024年的3.8%有所加速，但较3Q24调查的4.2%略有下降。</p><p style=\"text-align: justify;\">网络安全设备/网络安全软件优先级：网络安全软件/软件定义边界安全访问服务边缘(SASE)仍是网络预算的首要IT投资领域之一，仅次于AI/ML;尽管从3Q24的38%下降至25%。攸关网络安全设备的数据中心和园区交换机支出意向在NTM(未来12个月)范围中分别上升至净35%和34%;这份面向CIO们的调查显示，网络安全软件仍是IT支出中最受CIO们保护的IT细分领域。</p><p style=\"text-align: justify;\">宏观经济影响层面，大摩的最新调查结果显示，宏观经济波动对IT支出环境产生了显著影响。<strong>2月20日之后，CIO们对2025年IT预算增长的预期明显下调，反映出特朗普关税政策重压之下的宏观经济不确定性对IT支出的实质性影响。尽管如此，CIO们对中期IT支出模式的持久性仍持更加乐观的态度，这可能表明近期负面的动态更为短暂。</strong></p><p style=\"text-align: justify;\"><strong>不止大摩看好AI投资逻辑修复，瑞银等华尔街投资机构也非常看好</strong></p><p style=\"text-align: justify;\">大摩的最新调查结果显示，<strong>戴尔科技(DELL)在企业硬件供应商中表现较为突出，净支出意向达到+35%，较3Q24上升1个百分点，创下大摩调查报告8年多来的新高水平，反映出美国各大科技企业对于AI基础设施领域的最核心硬件需求仍然非常强劲。</strong>大摩的调查数据显示，高达55%正在评估或计划评估AI技术的CIO们展现出对于DELL的AI基础设施解决方案的配置倾向，较3Q24的54%略有上升，<strong>这一调查结果也意味着搭载AI GPU以及AI ASIC的高性能AI服务器需求仍然非常强劲。</strong></p><p style=\"text-align: justify;\">AI服务器领军者戴尔以及超微电脑的大型客户集中于ChatGPT以及Sora开发者OpenAI以及众多AI领域初创公司，其中包括马斯克创立的xAI，还包括甲骨文以及亚马逊AWS等云服务与软件巨头。<strong>由于戴尔和超微电脑长期以来与英伟达合作关系密切，因此深度绑定英伟达的这两家公司依靠着自身强大的供应链以及与英伟达长期合作关系，往往能够优先获得更大规模的英伟达AI GPU出货量。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f22dcdbb545a02443df0944cd235025\" alt=\"\" title=\"\" tg-width=\"737\" tg-height=\"510\"/></p><p style=\"text-align: justify;\">随着DeepSeek彻底掀起AI训练与推理层面的“效率革命”，推动未来AI大模型开发向“低成本”与“高性能”两大核心全面聚焦，未来AI大模型融入全球各行各业的超级浪潮持续催化之下，AI应用加速渗透之下云端AI推理算力需求有望呈现指数级增长。<strong>AI应用软件(尤其是生成式AI软件与AI代理)向全球各行各业加速渗透，彻底革新各业务场景的效率并大幅提高销售额，AI芯片等AI基础设施硬件需求在未来可能呈现指数级增长而不是此前市场所预期的“DeepSeek冲击波”引发AI芯片需求断崖式下滑。</strong></p><p style=\"text-align: justify;\">正如英伟达CEO黄仁勋在最新的英伟达业绩电话会议上所说的那样，AI芯片需求持续强劲：“DeepSeek-R1点燃了全球的热情，公司对AI推理带来的潜在需求感到兴奋。这是一项出色的创新，但更重要的是，它开源了一个世界级的推理AI模型。OpenAI、Grok-3、DeepSeek-R1 等模型都是应用推理时间缩放的推理模型。推理模型可以消耗100倍以上的算力。”</p><p style=\"text-align: justify;\">大摩在研报中指出，美国科技巨头们在2025年的巨额资本支出预期，以及“星际之门”项目计划未来四年投资5000亿美元，其中1000亿美元将于当前部署，使得英伟达AI GPU，以及ASIC厂商们所推出的AI ASIC需求仍然非常强劲，<strong>加之DeepSeek大模型加速渗透至中国各行各业所带来天量AI推理需求，将点燃AI算力产业链的新一轮需求狂潮。</strong></p><p style=\"text-align: justify;\">据了解，华尔街知名投资机构KeyBanc Capital Markets周二发布的研究报告显示，全球半导体行业呈现“冰火两重天”格局——<strong>即AI芯片需求强劲但是其他类型芯片需求仍未摆脱低迷态势</strong>。KeyBanc的分析师们表示，AI芯片这一需求最强劲的主题仍然由在AI芯片市场占据80%-90%份额的“AI芯片霸主”英伟达(NVDA.US)全面主导，其他AI芯片参与者们普遍未摆脱负面催化剂。分析师们尤其指出Blackwell架构AI GPU量产进展顺利，CoWoS先进封装需求仍然趋于稳定。</p><p style=\"text-align: justify;\"><strong>KeyBanc的分析师们重申该机构对于英伟达高达190美元的未来12个月内目标股价，以及对于英伟达的“增持”股票评级。</strong>截至周二美股收盘，英伟达股价收于96.300美元。周三美股盘前涨幅则超过3%，徘徊在99美元附近。</p><p style=\"text-align: justify;\">几乎同一时间，国际大行瑞银(UBS)发布研报称，尽管难以断言半导体巨头们能够完全规避特朗普激进关税政策相关的半导体需求破坏，<strong>但瑞银坚信人工智能(AI)支出将保持韧性。整体需求环境的疲软可能迫使企业加速采用生成式AI技术以降低经营成本，因此瑞银将更加聚焦于AI驱动的股票标的，</strong>例如英伟达和博通——这些AI基础设施领军者不仅受益于全球AI浪潮，还拥有定价权主导的核心业务模式。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/556c5ec8778736dae554180ef0ae8467\" alt=\"\" title=\"\" tg-width=\"1522\" tg-height=\"514\"/></p><p style=\"text-align: justify;\">德意志银行在最新研报中虽然小幅下调英伟达目标股价，但是仍然予以高达135美元的12个月内目标股价。<strong>TIPRANKS汇编的华尔街分析师最新评级与目标价显示，华尔街对于英伟达股票的共识评级为“强力买入”，并且未出现任何“卖出”评级;12个月内的平均目标价高达175美元，最高目标价则高达220美元，最悲观的目标价则为120美元——仍显著高于当前股价。</strong></p></body></html>","source":"highlight_zhitongcaijin","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>大摩万字报告揭示：“关税风暴”之下哪些科技股具备阿尔法潜力?</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大摩万字报告揭示：“关税风暴”之下哪些科技股具备阿尔法潜力?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-09 19:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1276180.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华尔街金融巨头摩根士丹利当地时间4月8日重磅发布2025年第一季度美国CIO报告，即美国科技行业首席信息官们(CIO)对于特朗普激进关税对全球科技领域潜在影响、未来IT软硬件预算趋势，以及对于人工智能、机器学习等前沿科技核心现状观点与前景展望的调查与研究报告。整体而言，摩根士丹利(以下简称“大摩”)公布的这份字数破万的最新调查与研究结果呈现出美国CIO们IT预算预期明显的分化趋势，主要受宏观...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1276180.html\">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":{"MSFT":"微软","AMZN":"亚马逊"},"source_url":"https://www.zhitongcaijing.com/content/detail/1276180.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1127064394","content_text":"华尔街金融巨头摩根士丹利当地时间4月8日重磅发布2025年第一季度美国CIO报告，即美国科技行业首席信息官们(CIO)对于特朗普激进关税对全球科技领域潜在影响、未来IT软硬件预算趋势，以及对于人工智能、机器学习等前沿科技核心现状观点与前景展望的调查与研究报告。整体而言，摩根士丹利(以下简称“大摩”)公布的这份字数破万的最新调查与研究结果呈现出美国CIO们IT预算预期明显的分化趋势，主要受宏观经济波动的影响，尽管CIO们对短期IT预算增长的预期有所下降，但对于核心的长期增长驱动因素(比如人工智能/机器学习)和中期IT支出的信心依然保持稳定，预计人工智能(AI)支出仍将大幅扩张。大摩最新发布的CIO报告特别指出，AI/ML(人工智能/机器学习)这两大前沿科技支出在美国科技类型企业的IT预算中占据最优先位置，在AI浪潮推动下需求持续强劲的安全防御软件紧随其后，与AI数据中心相关的通信设备领域有望在2025年支出预期显著增长。此外，大摩分析团队表示，云计算平台整合者(比如微软、亚马逊AWS)以及在网络安全领域具有重要份额的科技公司，将在美股三大基准指数因宏观基本面压力遭遇持续抛售而彰显出强劲基本面支撑下的“防御属性”，预计将在当前投资环境中表现更好。大摩的调查与研究报告还显示，全球两大云巨头——云计算服务提供商微软和亚马逊则有望继续引领全球云迁移浪潮，企业对云数据仓库的采用率持续攀升，硬件领域支出虽受宏观经济影响出现波动，但存储类型核心硬件的增长预期，尤其是与AI训练/推理大型系统密切相关联的HBM存储以及企业级SSD仍保持相对稳健。随着投资者们进一步消化与定价特朗普面向全球的激进关税政策，全球股市的恐慌情绪有所放缓，尤其是在这一轮全球股市抛售浪潮中遭受最严重抛售规模的科技股股价出现短暂反弹。科技股可谓是近年来全球股市步入长期牛市的核心驱动力，因此投资者们在经历新一轮抛售痛击后开始期待长期领航股市的科技股吹响反攻号角，带领全球股市强势反弹。对于2023年以来投资热度持续位列全球股市榜首的“AI基建领军者们”来说，大摩的这份研究报告显示，人工智能投资逻辑跟随金融市场重新开始聚焦AI芯片等AI基础设施强劲需求预期而呈现出逐渐修复趋势。毕竟相比于半导体领域非AI板块，AI GPU、AI ASIC、HBM以及以太网交换机芯片、核心电力设备等“AI基建领军者们”需求预期强劲得多，在市场出现“战术反弹”等短期反弹行情之时有望呈现出最为强劲的领涨态势。大摩的最新调研数据显示出，与AI/ML关联最为密切的科技股，尤其是AI基建领域长期以来的领军者——比如英伟达、博通、美光以及台积电等科技巨头，加之微软、亚马逊这类聚焦于全栈IaaS+PaaS+SaaS平台的云计算巨头们，以及聚焦于网络安全领域的Palo Alto Networks与CrowdStrike等网安软件领军者们，有望在美股战术反弹之际彰显远强于标普500指数以及有着“科技股风向标”称号的纳斯达克100指数的“阿尔法超额收益”。所谓的“阿尔法”定义为实际投资的收益远超“贝塔收益”——即指代远远超出那些跟踪基准股指所实现的同步投资收益数据。跟踪基准指数实现的同步收益也被称作“贝塔收益”(Beta)。尽管不少机构认为美股三大指数跌势可能还未彻底停止——除非像5年前那样出现类似“美联储开闸大放水”(即宣布降息+扩表)的重要宏观经济大事件彻底逆转市场悲观预期，否则美股可能进一步下探，但是机构们普遍看好美股出现战术性的暂时反弹之势，尤其是AI基建领域的领军者们，以及基本面扎实的云计算巨头们有望强势领涨整个美股市场。在当地时间周二，美国财长斯科特·贝森特表示，特朗普政府与一些主要贸易伙伴达成有利交易的可能性很大。在特朗普提高关税后，外国纷纷呼吁华盛顿进行谈判，华尔街的一些分析人士表示，在最近的罕见抛售之后，美国股市出现战术反弹的可能性已经增加。Bespoke Investment Group的策略团队表示，虽然有关关税的最新消息并不意味着会很快达成协议，但至少显示出特朗普政府倾向通过谈判来调整关税，这为暂停抛售与战术反弹赢得了一些时间。大摩最新CIO调查：预算增长预期的实质方向偏向AI、云计算与网络安全据了解，摩根士丹利发布的这份报告基于对高达100位企业IT预算决策者们的深入调研，详细剖析了IT预算增长预期、人工智能与机器学习的战略定位、云迁移进展、硬件支出趋势以及各类科技细分领域的优先级变化。调查结果揭示了在特朗普重返白宫的“特朗普2.0时代”宏观经济波动加剧的背景下，CIO们对短期IT支出增长的谨慎态度，同时强调了对核心长期增长驱动力(比如AI/ML)的长期投资信心。这份报告特别指出，AI/ML在美国企业CIO们的IT预算中占据最优先位置，聚焦网络安全类型的软件紧随其后，通信设备领域与云计算服务提供商或将受益于长期性质的企业数字化转型趋势，比如微软和亚马逊继续引领云迁移浪潮，企业对云数据仓库的采用率持续攀升，硬件领域的整体支出虽受宏观经济影响出现波动，但存储类型硬件，比如HBM存储系统以及企业级SSD存储硬件的增长预期仍保持相对强劲。以下大摩的美国市场CIO调查结果概览：IT预算增长预期：2025年IT预算增长预期为+3.7%，较2024年+3.4%略有加速，但调查结果按完成日期分段显示，2月20日前后北美CIO预期出现显著分歧。2月10日至2月20日汇编的CIO们回应显示2025年预算增长预期为+4.1%，而2月20日后收集的回应则显示增长预期降至+3.2%。人工智能与机器学习(AI/ML)堪称“最优先级”：涵盖AI软件与AI基础设施建设的AI/ML在CIO们的优先级列表中稳居榜首，净优先级评分环比提升大约100个基点，达到大摩调查报告的历史最高点。高达60%的CIO预计到2025年底将有基于生成式AI的工作负载应用投入实际的生产与经营活动，较4Q24的57%有所上升。展望未来三年，高达70%的美国市场CIO们预计生成式AI更新迭代将加速其AI硬件领域的整体支出步伐，高于此前预期，但较3Q24的77%有所下降。云迁移与数据集中化：CIO们预计到2026年底，平均46%的数据将集中到云计算平台，几乎是当前26%水平的两倍，微软Azure与亚马逊AWS继续位列云计算市场最强领军者。此外，微软Azure在云数据仓库市场中保持领先地位，Snowflake则取代亚马逊AWS成为第二受欢迎的云数据仓库供应商。微软和亚马逊继续在云迁移进程中占据最大份额，分别获得+44%和+13%的增量IT预算;谷歌、Palo Alto Networks和ServiceNow也显示出作为云迁移受益者的潜力。硬件支出趋势：2025年硬件支出增长预期在2月20日后显著下调，从之前的+2.2%降至+0.7%。存储类型的硬件支出增长预期强于整体硬件支出，增长预期高达4.1%，主要集中于与AI训练/推理密切相关的HBM存储系统以及企业级SSD，较2024年的3.8%有所加速，但较3Q24调查的4.2%略有下降。网络安全设备/网络安全软件优先级：网络安全软件/软件定义边界安全访问服务边缘(SASE)仍是网络预算的首要IT投资领域之一，仅次于AI/ML;尽管从3Q24的38%下降至25%。攸关网络安全设备的数据中心和园区交换机支出意向在NTM(未来12个月)范围中分别上升至净35%和34%;这份面向CIO们的调查显示，网络安全软件仍是IT支出中最受CIO们保护的IT细分领域。宏观经济影响层面，大摩的最新调查结果显示，宏观经济波动对IT支出环境产生了显著影响。2月20日之后，CIO们对2025年IT预算增长的预期明显下调，反映出特朗普关税政策重压之下的宏观经济不确定性对IT支出的实质性影响。尽管如此，CIO们对中期IT支出模式的持久性仍持更加乐观的态度，这可能表明近期负面的动态更为短暂。不止大摩看好AI投资逻辑修复，瑞银等华尔街投资机构也非常看好大摩的最新调查结果显示，戴尔科技(DELL)在企业硬件供应商中表现较为突出，净支出意向达到+35%，较3Q24上升1个百分点，创下大摩调查报告8年多来的新高水平，反映出美国各大科技企业对于AI基础设施领域的最核心硬件需求仍然非常强劲。大摩的调查数据显示，高达55%正在评估或计划评估AI技术的CIO们展现出对于DELL的AI基础设施解决方案的配置倾向，较3Q24的54%略有上升，这一调查结果也意味着搭载AI GPU以及AI ASIC的高性能AI服务器需求仍然非常强劲。AI服务器领军者戴尔以及超微电脑的大型客户集中于ChatGPT以及Sora开发者OpenAI以及众多AI领域初创公司，其中包括马斯克创立的xAI，还包括甲骨文以及亚马逊AWS等云服务与软件巨头。由于戴尔和超微电脑长期以来与英伟达合作关系密切，因此深度绑定英伟达的这两家公司依靠着自身强大的供应链以及与英伟达长期合作关系，往往能够优先获得更大规模的英伟达AI GPU出货量。随着DeepSeek彻底掀起AI训练与推理层面的“效率革命”，推动未来AI大模型开发向“低成本”与“高性能”两大核心全面聚焦，未来AI大模型融入全球各行各业的超级浪潮持续催化之下，AI应用加速渗透之下云端AI推理算力需求有望呈现指数级增长。AI应用软件(尤其是生成式AI软件与AI代理)向全球各行各业加速渗透，彻底革新各业务场景的效率并大幅提高销售额，AI芯片等AI基础设施硬件需求在未来可能呈现指数级增长而不是此前市场所预期的“DeepSeek冲击波”引发AI芯片需求断崖式下滑。正如英伟达CEO黄仁勋在最新的英伟达业绩电话会议上所说的那样，AI芯片需求持续强劲：“DeepSeek-R1点燃了全球的热情，公司对AI推理带来的潜在需求感到兴奋。这是一项出色的创新，但更重要的是，它开源了一个世界级的推理AI模型。OpenAI、Grok-3、DeepSeek-R1 等模型都是应用推理时间缩放的推理模型。推理模型可以消耗100倍以上的算力。”大摩在研报中指出，美国科技巨头们在2025年的巨额资本支出预期，以及“星际之门”项目计划未来四年投资5000亿美元，其中1000亿美元将于当前部署，使得英伟达AI GPU，以及ASIC厂商们所推出的AI ASIC需求仍然非常强劲，加之DeepSeek大模型加速渗透至中国各行各业所带来天量AI推理需求，将点燃AI算力产业链的新一轮需求狂潮。据了解，华尔街知名投资机构KeyBanc Capital Markets周二发布的研究报告显示，全球半导体行业呈现“冰火两重天”格局——即AI芯片需求强劲但是其他类型芯片需求仍未摆脱低迷态势。KeyBanc的分析师们表示，AI芯片这一需求最强劲的主题仍然由在AI芯片市场占据80%-90%份额的“AI芯片霸主”英伟达(NVDA.US)全面主导，其他AI芯片参与者们普遍未摆脱负面催化剂。分析师们尤其指出Blackwell架构AI 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10:26","market":"hk","language":"zh","title":"富士康-吉利和法拉第未来讨论电动车的合作事宜","url":"https://stock-news.laohu8.com/highlight/detail?id=1121210102","media":"老虎资讯综合","summary":"据彭博报道，鸿海董事长刘扬伟表示，富士康-吉利、FARADAY FUTURE讨论电动车的合作。富士康寻求购买一座8英寸晶圆厂，芯片短缺对富士康客户的影响有限。谈到今年鸿海推动的MIH电动车平台联盟进展","content":"<p>据彭博报道，鸿海董事长刘扬伟表示，富士康-吉利、FARADAY FUTURE讨论电动车的合作。富士康寻求购买一座8英寸晶圆厂，芯片短缺对富士康客户的影响有限。</p><p>谈到今年鸿海推动的MIH电动车平台联盟进展，刘扬伟表示，截至今天为止，MIH电动车平台联盟有736家全球厂商加入，预计3月MIH联盟将召开会员大会，今年推动以MIH平台为基础的造车工程，预估今年第四季度会有1款电动巴士、以及2款乘用车车款发布。</p>","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>富士康-吉利和法拉第未来讨论电动车的合作事宜</title>\n<style 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FUTURE讨论电动车的合作。富士康寻求购买一座8英寸晶圆厂，芯片短缺对富士康客户的影响有限。</p><p>谈到今年鸿海推动的MIH电动车平台联盟进展，刘扬伟表示，截至今天为止，MIH电动车平台联盟有736家全球厂商加入，预计3月MIH联盟将召开会员大会，今年推动以MIH平台为基础的造车工程，预估今年第四季度会有1款电动巴士、以及2款乘用车车款发布。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d8dc93247b924779ebd1578e98a8e9e1","relate_stocks":{"00175":"吉利汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121210102","content_text":"据彭博报道，鸿海董事长刘扬伟表示，富士康-吉利、FARADAY 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