股海丁蛤的个人主页 - 老虎社区

股海丁蛤

股海丁蛤

技術性調整，不要怕

IP属地：山东

18关注

3粉丝

1主题

0勋章

2024-07-26

财报靠EV，估值靠AI，这就是特斯拉现在矛盾的地方，也是股价波动的根源。对于Robotaxi和Optimus，市场尚未看到明确的信号，所以说现在就是一场豪赌，押注马斯克能继续兑现自己的天才。10月10日初见端倪。

2025-01-31

远离中丐，多看少动，稳健投资

2024-07-08

笑死，现在随便一个初创公司都能声称自己能造出比英伟达更好且更便宜芯片，还能融到资

抱歉，原内容已删除

2024-10-14

$英伟达(NVDA)$ 大选前暂时清仓

2024-07-10

$星竞威武(NIPG)$ 家里开赌场的真·富二代为了区区2000多万美金ipo，是为了名正言顺的玩游戏？还是更方便赌球或者说赌赛？还是为了又一个头衔？

2024-07-17

$AAPL 20240920 190.0 PUT$ 根据现有公布信息，更倾向认为新一代iPhone AI功能不过是加强版siri，料无法有效激发消费者，尤其是中国大陆地区销量。

2024-11-26

$英伟达(NVDA)$ 关于英伟达，你只需要问自己相不相信AI能改变人类社会

2024-07-15

懂王说上台后要把渣克伯格送进监狱，现在眼看着他获胜概率越来越大，部分人可能坐不住了吧

2025-03-28

就算我不了解特斯拉，我还能不了解缅a么？

2024-09-03

大模型都不是自有的，苹果算什么AI股

去老虎APP查看更多动态

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href=\"https://api.jianyuweb.com/apiv1/content/articles/3740173?extract=1\">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/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://api.jianyuweb.com/apiv1/content/articles/3740173?extract=1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2507231165","content_text":"《黑天鹅》一书的作者Nassim Taleb在最新接受彭博社对话时警告称，投资者盲目追逐华尔街AI热潮面临风险，周一英伟达遭遇的17%惨痛抛售，只是一个开始，未来的回调幅度可能是17%跌幅的两倍甚至三倍：这只是开始，是人们开始适应现实。因为他们现在意识到，已经不再是完美无缺的了——玻璃杯上有了小缺口。到目前为止，投资者都过于关注一种叙事：随着英伟达保持在AI领域的主导地位，该公司的股价将持续上涨。然而考虑到行业风险，周一英伟达的下跌幅度实际上非常小。英伟达周一的暴跌令其市值抹去了5890亿美元，为美股有史以来最大。周二，英伟达盘中大幅反弹。Taleb因畅销书《黑天鹅》闻名，这本书探讨了罕见和难以预测事件的极端影响。他目前担任Universa Investments的科学顾问，这是一家专注于尾部风险对冲的基金，提供类似保险的策略，帮助投资者保护投资组合免受剧烈市场波动的冲击。Taleb以前是期权交易员，在业内以悲观的预言而著称，但他的预言并非次次应验。例如2023年初，他曾警告许多投资者尚未为高利率时代做好准备，资产可能不再像疯了一样地膨胀。但自那以来，受AI投资狂热的推动，美股大幅飙升。不过，Taleb和Universa 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