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ruan_7128
03-09 19:14
原油还会继续创新高,中东战争不会一下子就结束的,特朗普这下是捅了蚂蜂窝了,金银并没有上涨,这下美国的通胀要上一个新台阶了,降息的期望越来越远了。
ruan_7128
03-09 19:09
看看是不是硬骨头
伊朗最高领袖穆杰塔巴将发表讲话
ruan_7128
03-09 10:53
不敢空原油,上冲不太猛了,现在到了116了,只好眼睁睁看着
ruan_7128
03-09 10:51
特朗普没搞对呀!金银铜大跌,油价飙升,通胀上来,还降什么息
港股异动丨油气设备与服务股飙升,山东墨龙暴涨超70%,百勤油服涨近50%
ruan_7128
03-09 10:40
$微型铜2605(MHG2605)$
拔根小草,特朗普搞的中东战争,没把金银铜打上去,却搞出油价井喷,这样一来通胀就会上来,如果不尽快解决中东问题,那今年的降息就凉凉了
ruan_7128
03-08 18:59
韩国综合指数上来了,现是5584
ruan_7128
03-07
我对黄仁勋信心不是,等急跌了再考虑买入
英伟达股价能在12个月内翻倍吗?这位分析师认为可以
ruan_7128
03-07
中概股大都是业绩不稳定,很难让我长期持有,买其中一只中概股有点蝇头小利就出了,免得夜长梦多。
ruan_7128
03-06
$微型铜2605(MHG2605)$
等了一天了,也只能是拔根草
ruan_7128
03-05
$博通(AVGO)$
该股价不低了,估计还能再上点
ruan_7128
03-05
这个电力建设没5年时间是不行的,现在预炒太早了点吧
ruan_7128
03-05
仍将继续看多金银,还会继续创新高的,如果川普再添把火,金银会上的更快。
ruan_7128
03-05
美联储最关心的是通胀,现在看来油价因中东战争而飙升,降息估计要推迟到下半年了
ruan_7128
03-05
可以试探性分批买进做,对英伟达我认为仍在震荡中,还没能真正向上突破,慢慢看吧
ruan_7128
03-04
$微型铜2605(MHG2605)$
又拔了根小草
ruan_7128
03-04
$微型铜2607(MHG2607)$
再拔一根草
ruan_7128
03-04
$微型铜2607(MHG2607)$
先拔根草再说吧
ruan_7128
03-04
$微型铜2607(MHG2607)$
先拔根草再说吧
ruan_7128
03-03
美国政府玩虚的
ruan_7128
03-03
从图表上看,小米仍将继续下跌,先跌破30港币再说吧。
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19:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据新华社消息,伊朗媒体9日报道,伊朗最高领袖穆杰塔巴几小时后将首次向伊朗民众发表讲话。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3077a1d80042aadb42adc63ba63b4208","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117075369","content_text":"据新华社消息,伊朗媒体9日报道,伊朗最高领袖穆杰塔巴几小时后将首次向伊朗民众发表讲话。","news_type":1,"symbols_score_info":{"NQmain":2,"ESmain":2}},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4131543391021880","authorId":"4131543391021880","name":"呵呵哒哥哥","avatar":"https://static.tigerbbs.com/9ffca35620b866061cf3423230885bce","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"4131543391021880","idStr":"4131543391021880"},"content":"神棍不怕死就不会藏地堡垒里面","text":"神棍不怕死就不会藏地堡垒里面","html":"神棍不怕死就不会藏地堡垒里面"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":540699340428248,"gmtCreate":1773024815352,"gmtModify":1773024817716,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"themes":[],"htmlText":"不敢空原油,上冲不太猛了,现在到了116了,只好眼睁睁看着","listText":"不敢空原油,上冲不太猛了,现在到了116了,只好眼睁睁看着","text":"不敢空原油,上冲不太猛了,现在到了116了,只好眼睁睁看着","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/540699340428248","isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":540698743665648,"gmtCreate":1773024661297,"gmtModify":1773026234769,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"themes":[],"title":"","htmlText":"特朗普没搞对呀!金银铜大跌,油价飙升,通胀上来,还降什么息","listText":"特朗普没搞对呀!金银铜大跌,油价飙升,通胀上来,还降什么息","text":"特朗普没搞对呀!金银铜大跌,油价飙升,通胀上来,还降什么息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/540698743665648","repostId":"1123084898","repostType":2,"repost":{"id":"1123084898","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":1773023899,"share":"https://www.laohu8.com/m/news/1123084898?lang=zh_CN&edition=full","pubTime":"2026-03-09 10:38","market":"hk","language":"zh","title":"港股异动丨油气设备与服务股飙升,山东墨龙暴涨超70%,百勤油服涨近50%","url":"https://stock-news.laohu8.com/highlight/detail?id=1123084898","media":"老虎资讯综合","summary":"中东地区的地缘政治紧张局势持续加剧。","content":"<html><head></head><body><p>周一,港股油气设备与服务股飙升, <a href=\"https://laohu8.com/S/00568\">山东墨龙</a> 暴涨超70%, <a href=\"https://laohu8.com/S/02178\">百勤油服</a> 涨近50%, <a href=\"https://laohu8.com/S/01033\">中石化油服</a> 涨22%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8681e8ff4c7c8b9fba9420d132c05e75\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上,中东地区的地缘政治紧张局势持续加剧,霍尔木兹海峡仍处于有效封锁状态,导致储罐填满,阿联酋和科威特已开始减产,伊拉克上周已开始关闭产能。国际油价随之飙升。WTI原油今日一度飙升近30%至118.88美元;布伦特原油飙升超27%报118.5美元,均创2022年6月以来新高。</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>港股异动丨油气设备与服务股飙升,山东墨龙暴涨超70%,百勤油服涨近50%</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{ 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百勤油服 涨近50%, 中石化油服 涨22%。消息面上,中东地区的地缘政治紧张局势持续加剧,霍尔木兹海峡仍处于有效封锁状态,导致储罐填满,阿联酋和科威特已开始减产,伊拉克上周已开始关闭产能。国际油价随之飙升。WTI原油今日一度飙升近30%至118.88美元;布伦特原油飙升超27%报118.5美元,均创2022年6月以来新高。","news_type":1,"symbols_score_info":{"02178":2,"01033":2,"00568":2}},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":540696172974560,"gmtCreate":1773024036674,"gmtModify":1773024412080,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/MHG2605\">$微型铜2605(MHG2605)$ </a> 拔根小草,特朗普搞的中东战争,没把金银铜打上去,却搞出油价井喷,这样一来通胀就会上来,如果不尽快解决中东问题,那今年的降息就凉凉了","listText":"<a href=\"https://laohu8.com/FUT/MHG2605\">$微型铜2605(MHG2605)$ </a> 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拔根小草,特朗普搞的中东战争,没把金银铜打上去,却搞出油价井喷,这样一来通胀就会上来,如果不尽快解决中东问题,那今年的降息就凉凉了","images":[{"img":"https://static.tigerbbs.com/ef11090d1afedbe5629a5bd3ae9cec03","width":"986","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/540696172974560","isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":540465061430384,"gmtCreate":1772967549611,"gmtModify":1772967552079,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"themes":[],"htmlText":"韩国综合指数上来了,现是5584","listText":"韩国综合指数上来了,现是5584","text":"韩国综合指数上来了,现是5584","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/540465061430384","isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":540163327731008,"gmtCreate":1772893943375,"gmtModify":1772893945845,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"themes":[],"title":"","htmlText":"我对黄仁勋信心不是,等急跌了再考虑买入","listText":"我对黄仁勋信心不是,等急跌了再考虑买入","text":"我对黄仁勋信心不是,等急跌了再考虑买入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/540163327731008","repostId":"1143640955","repostType":4,"repost":{"id":"1143640955","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":1772795662,"share":"https://www.laohu8.com/m/news/1143640955?lang=zh_CN&edition=full","pubTime":"2026-03-06 19:14","market":"us","language":"zh","title":"英伟达股价能在12个月内翻倍吗?这位分析师认为可以","url":"https://stock-news.laohu8.com/highlight/detail?id=1143640955","media":"老虎资讯综合","summary":"英伟达的这段沉寂期不可能持续太久。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 股价最近一直没有太大进展。但根据Tigress Financial Partners分析师的观点,这种情况可能很快会改变,他们预计该股在未来一年内几乎可能翻倍。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/833d1159467d7d0b1dfc5db448d83634\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>由于市场对人工智能投资主题的整体热情有所降温,英伟达股价已经连续数月处于区间震荡的交易模式。但与此同时,这只股票的估值也在不断变得更便宜。</p><p>根据FactSet的数据,英伟达目前的股价对应未来12个月预期收益的市盈率不到22倍。尽管市场预计英伟达在这段时间内的盈利将增长69%,远高于平均水平,但这一估值基本与大盘S&P 500指数相当。</p><p>Ivan Feinseth(Tigress Financial分析师)认为,英伟达的这段沉寂期不可能持续太久。他在周四的一份研究报告中将该股的12个月目标价从350美元上调至360美元,并重申“强力买入”(Strong Buy)评级。</p><p>这是一个相当大胆的预测——目前英伟达股价约为183美元,公司市值约为4.46万亿美元。Feinseth的目标价意味着该公司明年的市值可能接近9万亿美元。这也是FactSet跟踪的所有华尔街分析师中,对英伟达给出的最高目标价,而平均目标价为267.69美元。</p><p>Feinseth写道:“2026年领先的超大规模数据中心运营商和云服务提供商的合计资本支出预计将超过6500亿美元,其中英伟达将获得相当大的一部分。”</p><p>他补充说:“<strong>英伟达的增长正受益于一个规模庞大且持续时间很长的人工智能与加速计算机会。到2030年,AI基础设施支出预计将达到3万亿至4万亿美元。</strong>”</p><p>具体来看,Feinseth预计英伟达在未来12个月将实现4055.5亿美元的营收,以及2907.8亿美元的息税折旧摊销及重组前利润(EBITDAR),或2009.8亿美元的税后净经营利润。</p><p>Feinseth之所以得出这一明显高于市场的目标价,是因为他对英伟达未来12个月的EBITDAR预测给予30倍估值倍数,对税后净经营利润预测给予44倍倍数。</p><p>不过,如果英伟达股价要重新启动上涨,更广泛的市场可能需要对大型科技股整体态度发生明显转变。近期大型科技股并不受市场青睐,同时投资者也担心来自 <a href=\"https://laohu8.com/S/AVGO\">博通</a> 和 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 等公司的竞争威胁。</p><p>英伟达接下来最可能的催化剂是其将于3月16日至19日举行的Nvidia GTC大会。如果最乐观的股价预测要实现,这家芯片制造商很可能需要在大会上展示一些重要的硬件创新成果。</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>英伟达股价能在12个月内翻倍吗?这位分析师认为可以</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英伟达股价能在12个月内翻倍吗?这位分析师认为可以\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\">2026-03-06 19:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 股价最近一直没有太大进展。但根据Tigress Financial Partners分析师的观点,这种情况可能很快会改变,他们预计该股在未来一年内几乎可能翻倍。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/833d1159467d7d0b1dfc5db448d83634\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>由于市场对人工智能投资主题的整体热情有所降温,英伟达股价已经连续数月处于区间震荡的交易模式。但与此同时,这只股票的估值也在不断变得更便宜。</p><p>根据FactSet的数据,英伟达目前的股价对应未来12个月预期收益的市盈率不到22倍。尽管市场预计英伟达在这段时间内的盈利将增长69%,远高于平均水平,但这一估值基本与大盘S&P 500指数相当。</p><p>Ivan Feinseth(Tigress Financial分析师)认为,英伟达的这段沉寂期不可能持续太久。他在周四的一份研究报告中将该股的12个月目标价从350美元上调至360美元,并重申“强力买入”(Strong Buy)评级。</p><p>这是一个相当大胆的预测——目前英伟达股价约为183美元,公司市值约为4.46万亿美元。Feinseth的目标价意味着该公司明年的市值可能接近9万亿美元。这也是FactSet跟踪的所有华尔街分析师中,对英伟达给出的最高目标价,而平均目标价为267.69美元。</p><p>Feinseth写道:“2026年领先的超大规模数据中心运营商和云服务提供商的合计资本支出预计将超过6500亿美元,其中英伟达将获得相当大的一部分。”</p><p>他补充说:“<strong>英伟达的增长正受益于一个规模庞大且持续时间很长的人工智能与加速计算机会。到2030年,AI基础设施支出预计将达到3万亿至4万亿美元。</strong>”</p><p>具体来看,Feinseth预计英伟达在未来12个月将实现4055.5亿美元的营收,以及2907.8亿美元的息税折旧摊销及重组前利润(EBITDAR),或2009.8亿美元的税后净经营利润。</p><p>Feinseth之所以得出这一明显高于市场的目标价,是因为他对英伟达未来12个月的EBITDAR预测给予30倍估值倍数,对税后净经营利润预测给予44倍倍数。</p><p>不过,如果英伟达股价要重新启动上涨,更广泛的市场可能需要对大型科技股整体态度发生明显转变。近期大型科技股并不受市场青睐,同时投资者也担心来自 <a href=\"https://laohu8.com/S/AVGO\">博通</a> 和 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 等公司的竞争威胁。</p><p>英伟达接下来最可能的催化剂是其将于3月16日至19日举行的Nvidia GTC大会。如果最乐观的股价预测要实现,这家芯片制造商很可能需要在大会上展示一些重要的硬件创新成果。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143640955","content_text":"英伟达 股价最近一直没有太大进展。但根据Tigress Financial Partners分析师的观点,这种情况可能很快会改变,他们预计该股在未来一年内几乎可能翻倍。由于市场对人工智能投资主题的整体热情有所降温,英伟达股价已经连续数月处于区间震荡的交易模式。但与此同时,这只股票的估值也在不断变得更便宜。根据FactSet的数据,英伟达目前的股价对应未来12个月预期收益的市盈率不到22倍。尽管市场预计英伟达在这段时间内的盈利将增长69%,远高于平均水平,但这一估值基本与大盘S&P 500指数相当。Ivan Feinseth(Tigress Financial分析师)认为,英伟达的这段沉寂期不可能持续太久。他在周四的一份研究报告中将该股的12个月目标价从350美元上调至360美元,并重申“强力买入”(Strong Buy)评级。这是一个相当大胆的预测——目前英伟达股价约为183美元,公司市值约为4.46万亿美元。Feinseth的目标价意味着该公司明年的市值可能接近9万亿美元。这也是FactSet跟踪的所有华尔街分析师中,对英伟达给出的最高目标价,而平均目标价为267.69美元。Feinseth写道:“2026年领先的超大规模数据中心运营商和云服务提供商的合计资本支出预计将超过6500亿美元,其中英伟达将获得相当大的一部分。”他补充说:“英伟达的增长正受益于一个规模庞大且持续时间很长的人工智能与加速计算机会。到2030年,AI基础设施支出预计将达到3万亿至4万亿美元。”具体来看,Feinseth预计英伟达在未来12个月将实现4055.5亿美元的营收,以及2907.8亿美元的息税折旧摊销及重组前利润(EBITDAR),或2009.8亿美元的税后净经营利润。Feinseth之所以得出这一明显高于市场的目标价,是因为他对英伟达未来12个月的EBITDAR预测给予30倍估值倍数,对税后净经营利润预测给予44倍倍数。不过,如果英伟达股价要重新启动上涨,更广泛的市场可能需要对大型科技股整体态度发生明显转变。近期大型科技股并不受市场青睐,同时投资者也担心来自 博通 和 美国超微公司 等公司的竞争威胁。英伟达接下来最可能的催化剂是其将于3月16日至19日举行的Nvidia GTC大会。如果最乐观的股价预测要实现,这家芯片制造商很可能需要在大会上展示一些重要的硬件创新成果。","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":540162323910728,"gmtCreate":1772893701405,"gmtModify":1772893704082,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"themes":[],"title":"","htmlText":"中概股大都是业绩不稳定,很难让我长期持有,买其中一只中概股有点蝇头小利就出了,免得夜长梦多。","listText":"中概股大都是业绩不稳定,很难让我长期持有,买其中一只中概股有点蝇头小利就出了,免得夜长梦多。","text":"中概股大都是业绩不稳定,很难让我长期持有,买其中一只中概股有点蝇头小利就出了,免得夜长梦多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/540162323910728","isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000203","authorId":"9000000000000203","name":"MichaelPerez","avatar":"https://static.tigerbbs.com/087c45f3787ce99e28dae4243c20a901","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000203","idStr":"9000000000000203"},"content":"同感!中概股玩心跳,赚点就跑最稳","text":"同感!中概股玩心跳,赚点就跑最稳","html":"同感!中概股玩心跳,赚点就跑最稳"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539792345867032,"gmtCreate":1772803304885,"gmtModify":1772803316806,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/MHG2605\">$微型铜2605(MHG2605)$ </a> 等了一天了,也只能是拔根草","listText":"<a href=\"https://laohu8.com/FUT/MHG2605\">$微型铜2605(MHG2605)$ </a> 等了一天了,也只能是拔根草","text":"$微型铜2605(MHG2605)$ 等了一天了,也只能是拔根草","images":[{"img":"https://static.tigerbbs.com/0e5e0621b0ea34854cbff5f6fe9e3fd1","width":"986","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539792345867032","isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":539388419334832,"gmtCreate":1772704686014,"gmtModify":1772704688395,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"themes":[],"title":"","htmlText":"<a 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19:22","market":"hk","language":"zh","title":"中国恒大:将于8月25日上午9时起取消上市地位","url":"https://stock-news.laohu8.com/highlight/detail?id=1181187088","media":"老虎资讯综合","summary":"清盘人将继续有序地保全及变现集团资产。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/03333\">中国恒大</a> 在港交所公告,于2025年8月8日,本公司收到联交所发出的信函,表示基于本公司未能满足联交所对其施加的复牌指引中的任何要求,且股份一直暂停买卖并未于2025年7月28日之前恢复买卖,联交所的上市委员会根据上市规则第6.01A条已决定取消本公司的上市地位。<strong>股份上市的最后一天为2025年8月22日,并将于2025年8月25日上午九时起取消股份上市地位。</strong>本公司无意就上市委员会作出取消上市地位的决定申请复核。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/553d1f90d53a8a84ff4566bc5a49ce11\" title=\"\" tg-width=\"560\" 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href=\"https://laohu8.com/S/03333\">中国恒大</a> 在港交所公告,于2025年8月8日,本公司收到联交所发出的信函,表示基于本公司未能满足联交所对其施加的复牌指引中的任何要求,且股份一直暂停买卖并未于2025年7月28日之前恢复买卖,联交所的上市委员会根据上市规则第6.01A条已决定取消本公司的上市地位。<strong>股份上市的最后一天为2025年8月22日,并将于2025年8月25日上午九时起取消股份上市地位。</strong>本公司无意就上市委员会作出取消上市地位的决定申请复核。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/553d1f90d53a8a84ff4566bc5a49ce11\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>“靴子终将落地,对于中国恒大被除牌退市,市场上普遍具有心理预期,可以说是一个必然结果。”一位熟悉香港上市规则的业内专家介绍说,根据香港《上市规则》中“快速除牌”机制规定,若主板公司的证券连续停牌18个月,香港联交所可取消有关公司的上市地位。上市公司须在停牌后18个月内满足复牌指引要求,方可向香港联交所申请恢复股票交易。</p><p>中国恒大自2024年1月29日被香港高等法院颁令清盘起停牌,复牌期限已于2025年7月28日届满,由于无法满足复牌指引要求的条件,最终被除牌无可避免。</p><p>上述专家分析指出,可以看到,这些年香港资本市场正呈现加速新陈代谢的特征,数据显示,2018年至2025年6月底,香港主板上市公司中强制除牌的数量累计达167家,其中2022年至2024年平均每年有30多家,今年上半年有10家。将一些不再符合上市条件的公司及时清理出市场,有利于港股市场的健康发展。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c6fcdaee085f89a043698b2126b966fe","relate_stocks":{"03333":"中国恒大"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181187088","content_text":"中国恒大 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[龇牙]","text":"加印的影响无论钱还是人都是核弹级的 [龇牙]","html":"加印的影响无论钱还是人都是核弹级的 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那你上杠杆做多","text":"? 那你上杠杆做多","html":"? 那你上杠杆做多"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289396460622144,"gmtCreate":1711676332857,"gmtModify":1711676334657,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"小米车也就是20来万左右吧!毕竟市场上成熟的品牌车多的是。","listText":"小米车也就是20来万左右吧!毕竟市场上成熟的品牌车多的是。","text":"小米车也就是20来万左右吧!毕竟市场上成熟的品牌车多的是。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/289396460622144","repostId":"2423178349","repostType":4,"isVote":1,"tweetType":1,"viewCount":4502,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494074739357469","authorId":"3494074739357469","name":"减肥自律中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"idStr":"3494074739357469","authorIdStr":"3494074739357469"},"content":"产品力太强了,之前我觉得会比特斯拉便宜,发布会看着看着,我不自信了,可能比特斯拉要贵,还好最后的定价愿意亏本卖,我觉得这车诚意很大,会火","text":"产品力太强了,之前我觉得会比特斯拉便宜,发布会看着看着,我不自信了,可能比特斯拉要贵,还好最后的定价愿意亏本卖,我觉得这车诚意很大,会火","html":"产品力太强了,之前我觉得会比特斯拉便宜,发布会看着看着,我不自信了,可能比特斯拉要贵,还好最后的定价愿意亏本卖,我觉得这车诚意很大,会火"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471473634496760,"gmtCreate":1756137399185,"gmtModify":1756137401185,"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"themes":[],"htmlText":"很不看好蔚来,车子还卖40多万/辆,我不如用这钱去购买奔驰E了。","listText":"很不看好蔚来,车子还卖40多万/辆,我不如用这钱去购买奔驰E了。","text":"很不看好蔚来,车子还卖40多万/辆,我不如用这钱去购买奔驰E了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":12,"repostSize":3,"link":"https://laohu8.com/post/471473634496760","isVote":1,"tweetType":1,"viewCount":4866,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3471182401467947","authorId":"3471182401467947","name":"斐洛王","avatar":"https://static.tigerbbs.com/c1be45c00d8c67437542b6417af99d49","crmLevel":4,"crmLevelSwitch":0,"idStr":"3471182401467947","authorIdStr":"3471182401467947"},"content":"有时不得不感慨生物的多样性,2025 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