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人生是一场义无反顾的抄底

人生是一场义无反顾的抄底

独立交易员&私募合伙人

IP属地：上海

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2主题

0勋章

人生是一场义无反顾的抄底

2025-02-21

开心

人生是一场义无反顾的抄底

2025-01-25

两个帐户不同打法，都还算稳健，争取新年飞跃

人生是一场义无反顾的抄底

2025-01-29

$英伟达(NVDA)$ 本周不太可能到140，能稳在132一线就不错了

人生是一场义无反顾的抄底

2025-02-20

收益率还算稳健

人生是一场义无反顾的抄底

2025-02-14

这个月的小成就

人生是一场义无反顾的抄底

2025-02-11

$Rigetti Computing(RGTI)$ 日内小波段，严格执行

人生是一场义无反顾的抄底

2025-02-10

观点一致

英伟达市值大幅度回暖，到底是市场错了，还是DeepSeek不够强？

人生是一场义无反顾的抄底

2025-02-07

人生是一场义无反顾的抄底

2025-02-07

再接再厉

人生是一场义无反顾的抄底

2025-02-06

$黑莓(BB)$ 对于黑莓而言，未来的成功取决于能否稳定核心业务，并抓住网络安全和物联网市场不断增长的需求。虽然前途仍然充满不确定性。但对于愿意接受高风险的投资者而言，黑莓依然具备是不错的标的

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12:50","market":"us","language":"zh","title":"英伟达市值大幅度回暖，到底是市场错了，还是DeepSeek不够强？","url":"https://stock-news.laohu8.com/highlight/detail?id=2510072780","media":"林小明商业评说","summary":"英伟达依然是赢家。","content":"<div>\n<p>大家不知道有没有注意，英伟达的市值回来了。在DeepSeek发布之后，英伟达一度单日大跌5900多亿，市值也从最高的3.6万亿美元直接跌到了2.8万亿。当时多少人在高喊美股崩了，英伟达崩了，很多人都说DeepSeek打破了英伟达的估值办法。因为很多人认为英伟达的高市盈率是建立在堆砌算力的基础上。一旦堆砌算力不复存在，那英伟达的高估值就将破灭。可是这才过了几天，英伟达的市值不仅没有崩盘，而且还回到了...</p>\n\n<a href=\"https://www.163.com/dy/article/JO1NBNLB0517K81L.html\">网页链接</a>\n\n</div>\n","source":"netease_stock","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>英伟达市值大幅度回暖，到底是市场错了，还是DeepSeek不够强？</title>\n<style 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href=\"https://www.163.com/dy/article/JO1NBNLB0517K81L.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.163.com/dy/article/JO1NBNLB0517K81L.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2510072780","content_text":"大家不知道有没有注意，英伟达的市值回来了。在DeepSeek发布之后，英伟达一度单日大跌5900多亿，市值也从最高的3.6万亿美元直接跌到了2.8万亿。当时多少人在高喊美股崩了，英伟达崩了，很多人都说DeepSeek打破了英伟达的估值办法。因为很多人认为英伟达的高市盈率是建立在堆砌算力的基础上。一旦堆砌算力不复存在，那英伟达的高估值就将破灭。可是这才过了几天，英伟达的市值不仅没有崩盘，而且还回到了3.2万亿美元，可以说是强势反弹。所以到底是市场错了，还是DeepSeek不够强呢？如果说市场判断错了，英伟达是强弩之末，那强势反弹又是谁在用真金白银投票？如果说DeepSeek不够强，那之前为何又会出现让英伟达暴跌5900亿美元的情况呢？这个问题，确实是烧脑，让很多人搞不清楚。DeepSeek用550万美元的成本就训练出跟Open 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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英伟达市值大幅度回暖，到底是市场错了，还是DeepSeek不够强？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-10 12:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.163.com/dy/article/JO1NBNLB0517K81L.html><strong>林小明商业评说</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>大家不知道有没有注意，英伟达的市值回来了。在DeepSeek发布之后，英伟达一度单日大跌5900多亿，市值也从最高的3.6万亿美元直接跌到了2.8万亿。当时多少人在高喊美股崩了，英伟达崩了，很多人都说DeepSeek打破了英伟达的估值办法。因为很多人认为英伟达的高市盈率是建立在堆砌算力的基础上。一旦堆砌算力不复存在，那英伟达的高估值就将破灭。可是这才过了几天，英伟达的市值不仅没有崩盘，而且还回到了...</p>\n\n<a href=\"https://www.163.com/dy/article/JO1NBNLB0517K81L.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.163.com/dy/article/JO1NBNLB0517K81L.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2510072780","content_text":"大家不知道有没有注意，英伟达的市值回来了。在DeepSeek发布之后，英伟达一度单日大跌5900多亿，市值也从最高的3.6万亿美元直接跌到了2.8万亿。当时多少人在高喊美股崩了，英伟达崩了，很多人都说DeepSeek打破了英伟达的估值办法。因为很多人认为英伟达的高市盈率是建立在堆砌算力的基础上。一旦堆砌算力不复存在，那英伟达的高估值就将破灭。可是这才过了几天，英伟达的市值不仅没有崩盘，而且还回到了3.2万亿美元，可以说是强势反弹。所以到底是市场错了，还是DeepSeek不够强呢？如果说市场判断错了，英伟达是强弩之末，那强势反弹又是谁在用真金白银投票？如果说DeepSeek不够强，那之前为何又会出现让英伟达暴跌5900亿美元的情况呢？这个问题，确实是烧脑，让很多人搞不清楚。DeepSeek用550万美元的成本就训练出跟Open AI一样性能的大模型，直接打破了大家对于英伟达的估值印象。一旦不需要堆砌算力，没那意味着大家抢购英伟达的GPU就没有意义跟价值。这样英伟达的业绩肯定要暴跌。在这个逻辑下，英伟达市值大跌是可以理解的。既然这个逻辑已经被市场认可，为何现在又出现反弹的情况呢？你可能会认为是市场看法出现分歧。可是实际上并不是这样的。大家有没有想过一个问题，为何这次DeepSeek出现之后，整个美国是如临大敌，从特朗普到媒体都在吹嘘DeepSeek？如果DeepSeek真的很强，按照美国的尿性，肯定是闭口不谈，淡化这个事情。因为美国谈的越多，就是帮DeepSeek在全球获得更好的推广。似乎老美也是有意在吹捧DeepSeek，神话DeepSeek。那他们这么干的目的是什么呢？自然就是收割一波韭菜。吹捧DeepSeek，打压英伟达的市值，趁着股价在历史高位疯狂割一波韭菜。这一轮美股上涨周期已经长达3年，美股一直涨，没有回调的迹象。这就会导致一个问题，庄家们没有抄底筹码的机会。上涨的过程中，庄家陆续出货，获取现金回报。可是时间久了，庄家就没筹码。庄家玩的就是高卖低买的把戏呗。英伟达大涨了几年，市值涨了上百倍，已经到了收网的时候。这个DeepSeek的出现，可以说是帮了华尔街一把大忙。利用DeepSeek，把英伟达的股价打压下去，他们又趁机拿回大量的筹码，接着就是等待英伟达的第二次股价上攻。韭菜们无缘无故以为英伟达要崩盘，纷纷抛售股价，结果都被踢下车。过段实际，英伟达市值又上来了，韭菜们又开始砸锅卖铁高价接回自己低价卖掉的股票。如果你看懂了这一切，你就知道这个世界不过就是一个草台班子。AI的核心就是算法，如果DeepSeek可以做到，美国人调整算法思路之后，难道他们做不到？所以DeepSeek对于美国AI的冲击真的有那么强么？我看是未必的。再说了，DeepSeek很强，可是它也是基于英伟达的GPU开发出来的。从这个角度来看，英伟达依然是赢家。是出反常必有妖。英伟达一个硬件公司的估值，目前来看似乎高了。可是美股AI的泡沫现在依然没有破了。整个美股的流动性还是非常强。有的事情确实没有道理，但是存在就是合理。市场是由情绪决定的，既然存在情绪，那就必然存在高估跟低估的情况。泡沫也就随之出现。高手就可以利用其他人的情绪来反向收割。这也是财富分配注定是二八定律的原因。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":401105310876160,"gmtCreate":1738933416045,"gmtModify":1738936272635,"author":{"id":"3579915255196001","authorId":"3579915255196001","name":"人生是一场义无反顾的抄底","avatar":"https://static.tigerbbs.com/f0fc39ef214eec4f29b62fdb18d0e1a2","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579915255196001","authorIdStr":"3579915255196001"},"themes":[],"htmlText":"<a 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