CainLuo的个人主页 - 老虎社区

CainLuo

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00:05

$SpaceX(SPCX)$ 目前来讲Space不值得这么高的股价，至少要跌一半左右，看它发的债就知道了，现金流是一个问题，债务是一个问题，什么情况才会拆东墙补西墙？想想就知道了

00:01

$英伟达(NVDA)$ 一堆利好，就是涨不上去，叫好不叫座，估计真的泡泡快炸了，空它

06-22 22:20

$Rocket Lab USA, Inc.(RKLB)$ 厉害了，纳指买入都跌成狗，要是纳指没买入不就更街扑街？

06-18

$Tema Space Innovators ETF(NASA)$ 这NASA估计长期都是夜盘和盘前涨，盘中拉一坨大的，要是能涨回去，名字倒过来写了

06-16

‌$英伟达(NVDA)$ ‌老黄画的大饼，市场不认呢，说不好又是一个庞氏骗局

06-15

‌$Tema Space Innovators ETF(NASA)$ ‌没救了，这玩意都快归零了

06-10

$纳指100ETF(QQQ)$ 大家快跑啊，华尔街要去赌球了，趁机收割一波

06-04

$英伟达(NVDA)$ 美股要破碎了，达子暴跌了，大家快跑啊[捂脸] [捂脸] [捂脸]

06-03

达子燃烧了自己，照亮了别人，懂王是带动了整个利益模块，不一样[捂脸] [捂脸] [捂脸]

一句话值600亿美元！美股散户热议：黄仁勋还是特朗普，该跟谁？

05-06

我还是不太信的，毕竟前面负面丑闻太大了，一日没有结束，都是亚历山大

超微电脑第三财季调整后每股收益0.84美元，同比大增超170%

04-23

要破产退市了吗？赶紧做空

据报道，超微电脑失去14亿美元甲骨文合同

03-30

$超微电脑(SMCI)$ 感觉SMCI这次是真的死定了，说不定会直接破产归零[喷血] [喷血] [喷血]

03-27

这372亿下去全被黄毛一两句话之间赚走了，所以等于没有投入[捂脸] [捂脸] [捂脸]

停火协议曙光引燃美股“贪婪时刻”！372亿美元巨资入场，创2024年大选以来单周流入新高

03-27

$纳指100ETF(QQQ)$ 有没有集体做空的

01-14

$超微电脑(SMCI)$ 今年估计涨不上去了

2025-07-04

$安井食品(02648)$ 跌一半补仓～看它敢不敢～[得意] [得意] [得意]

2025-07-02

$云知声(09678)$ 是早上起的太猛扯到了么？大起落落落落落落[笑哭] [笑哭] [笑哭]

2025-06-24

$海天味业(03288)$ 怎么就涨上去了，还想跌多几个点补一波

去老虎APP查看更多动态

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一堆利好，就是涨不上去，叫好不叫座，估计真的泡泡快炸了，空它","text":"$英伟达(NVDA)$ 一堆利好，就是涨不上去，叫好不叫座，估计真的泡泡快炸了，空它","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578030153699896","isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578005308813632,"gmtCreate":1782138049293,"gmtModify":1782139766615,"author":{"id":"4210205702143872","authorId":"4210205702143872","name":"CainLuo","avatar":"https://static.tigerbbs.com/148193d55ab124c2c00bcc2fe89538b4","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4210205702143872","authorIdStr":"4210205702143872"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a><v-v data-views=\"0\"></v-v> 厉害了，纳指买入都跌成狗，要是纳指没买入不就更街扑街？","listText":"<a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a><v-v 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这NASA估计长期都是夜盘和盘前涨，盘中拉一坨大的，要是能涨回去，名字倒过来写了","text":"$Tema Space Innovators ETF(NASA)$ 这NASA估计长期都是夜盘和盘前涨，盘中拉一坨大的，要是能涨回去，名字倒过来写了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/576594853071048","isVote":1,"tweetType":1,"viewCount":704,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4195622831413402","authorId":"4195622831413402","name":"巴菲文","avatar":"https://static.tigerbbs.com/2d3b41080c2cdc7ae5f544897a5e45f2","crmLevel":6,"crmLevelSwitch":0,"idStr":"4195622831413402","authorIdStr":"4195622831413402"},"content":"NASA有一股大A的酸臭味，一直阴跌。涨一天跌五天。不知道是这个基金经理废物还是他的持股废物了","text":"NASA有一股大A的酸臭味，一直阴跌。涨一天跌五天。不知道是这个基金经理废物还是他的持股废物了","html":"NASA有一股大A的酸臭味，一直阴跌。涨一天跌五天。不知道是这个基金经理废物还是他的持股废物了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":575919737327648,"gmtCreate":1781619377041,"gmtModify":1781619917796,"author":{"id":"4210205702143872","authorId":"4210205702143872","name":"CainLuo","avatar":"https://static.tigerbbs.com/148193d55ab124c2c00bcc2fe89538b4","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4210205702143872","authorIdStr":"4210205702143872"},"themes":[],"title":"","htmlText":"‌<a 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&nbsp;</a>‌没救了，这玩意都快归零了","listText":"‌<a href=\"https://laohu8.com/S/NASA\">$Tema Space Innovators ETF(NASA)$ &nbsp;</a>‌没救了，这玩意都快归零了","text":"‌$Tema Space Innovators ETF(NASA)$ ‌没救了，这玩意都快归零了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/575568651420352","isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573414820929960,"gmtCreate":1781027864769,"gmtModify":1781034098275,"author":{"id":"4210205702143872","authorId":"4210205702143872","name":"CainLuo","avatar":"https://static.tigerbbs.com/148193d55ab124c2c00bcc2fe89538b4","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4210205702143872","authorIdStr":"4210205702143872"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$&nbsp;</a> 大家快跑啊，华尔街要去赌球了，趁机收割一波","listText":"<a 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[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571472405373688","isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571081608517992,"gmtCreate":1780448477652,"gmtModify":1780450476649,"author":{"id":"4210205702143872","authorId":"4210205702143872","name":"CainLuo","avatar":"https://static.tigerbbs.com/148193d55ab124c2c00bcc2fe89538b4","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4210205702143872","authorIdStr":"4210205702143872"},"themes":[],"title":"","htmlText":"达子燃烧了自己，照亮了别人，懂王是带动了整个利益模块，不一样[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;","listText":"达子燃烧了自己，照亮了别人，懂王是带动了整个利益模块，不一样[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;","text":"达子燃烧了自己，照亮了别人，懂王是带动了整个利益模块，不一样[捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571081608517992","repostId":"1106366111","repostType":2,"repost":{"id":"1106366111","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1780448214,"share":"https://www.laohu8.com/m/news/1106366111?lang=zh_CN&edition=full","pubTime":"2026-06-03 08:56","market":"us","language":"zh","title":"一句话值600亿美元！美股散户热议：黄仁勋还是特朗普，该跟谁？","url":"https://stock-news.laohu8.com/highlight/detail?id=1106366111","media":"华尔街见闻","summary":"英伟达CEO黄仁勋一句\"Marvell将成万亿市值公司\"，引发该股单日暴涨32%，凭空制造超600亿美元市值。英伟达CEO一句话，凭空制造600亿美元市值。美国总统特朗普近期多次公开称赞其个人持仓的股票，同样引发市场强烈反应，并带来更深层的公平性质疑。上月底，特朗普公开称赞芯片制造商美光科技，而他本人持有该公司股票。值得注意的是，美光股价在此之前的两个月里已翻倍，而那段时间恰好与特朗普在第一季度大量买入该股高度重合。","content":"<html><head></head><body><blockquote><p>英伟达CEO黄仁勋一句&#34;Marvell将成万亿市值公司&#34;，引发该股单日暴涨32%，凭空制造超600亿美元市值。类似&#34;名人效应&#34;在特朗普身上更具争议，他多次公开称赞自己持仓的美光、戴尔等股票，散户被迫高位接盘。机构早已习惯追踪高层表态抢先布局，普通投资者却只能后知后觉。</p></blockquote><p style=\"text-align: justify;\">英伟达CEO一句话，凭空制造600亿美元市值。但当市场越来越习惯跟着名人表态炒股，散户的愤怒与困惑正在Reddit论坛蔓延。</p><p style=\"text-align: justify;\">华尔街见闻提及，周二在Computex上，英伟达CEO黄仁勋公开表示，芯片制造商Marvell注定会成为万亿美元市值的公司。</p><p style=\"text-align: justify;\">这句话随即在当天引爆美股市场，Marvell股价单日飙升逾32%，创下三年来最大单日涨幅，市值从周一约1920亿美元跃升至逾2540亿美元，一句话凭空制造超600亿美元财富。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2dd80f6146cfba46f6dfbe3ad5ca0be8\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">普通投资者或许对Marvell Technology的资产负债表、现金流或市盈率毫无概念，甚至从未听说过这家公司。</p><p style=\"text-align: justify;\">但如果有人提前得知，Marvell CEO Matt Murphy将登上与黄仁勋同台的舞台，后者执掌的英伟达是全球市值最高的公司，也是当前AI浪潮的核心象征。</p><p style=\"text-align: justify;\"><strong>那么仅凭&#34;两人将互相说好话&#34;的预期，便足以构成买入理由。</strong>此前数月Marvell早已累涨158%。</p><p style=\"text-align: justify;\">分析人士指出，在当前这个&#34;股票几乎从不下跌&#34;的亢奋市场环境中，推动股价上涨的往往是随口的表态、模糊的预期，乃至投机情绪本身。</p><h2 id=\"reddit\">Reddit散户的愤怒：规则公平吗？</h2><p style=\"text-align: justify;\">Marvell的暴涨在散户聚集的Reddit论坛r/wallstreetbets上掀起轩然大波。</p><p style=\"text-align: justify;\">&#34;这市场太疯狂了&#34;、&#34;这不公平&#34;等评论大量涌现，核心不满在于黄仁勋只是说了一句话，便在瞬间创造了数百亿美元财富，而普通投资者既没有信息优势，也无法提前布局。</p><p style=\"text-align: justify;\">同一论坛的部分交易者此前曾押注，会有不知情的散户将Virgin Galactic（股票代码：SPCE）误当SpaceX（未来代码：SPCX）买入，并从中获利。</p><p style=\"text-align: justify;\">这种利用信息不对称套利的行为，被部分市场观察人士视为当前市场生态的缩影。</p><p style=\"text-align: justify;\">而当&#34;名人效应&#34;的主角换成美国总统时，这种信任危机的烈度便成倍放大。</p><h2 id=\"4170243d\">特朗普的操作更引争议：自买自夸，散户接盘？</h2><p style=\"text-align: justify;\">类似的&#34;名人效应&#34;并不只出现在科技圈。美国总统特朗普近期多次公开称赞其个人持仓的股票，同样引发市场强烈反应，并带来更深层的公平性质疑。</p><p style=\"text-align: justify;\">上月底，特朗普公开称赞芯片制造商美光科技，而他本人持有该公司股票。受此影响，美光股价在一周多时间内上涨超25%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8baaaaacad96d3bb365015bf3c07122e\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">值得注意的是，美光股价在此之前的两个月里已翻倍，而那段时间恰好与特朗普在第一季度大量买入该股高度重合。</p><p style=\"text-align: justify;\">对于希望等待更好介入时机的普通投资者而言，在特朗普发声之后再入场，代价已大幅提升。</p><p style=\"text-align: justify;\">更早之前，特朗普还曾多次公开推荐戴尔科技，彼时他已持有价值数百万美元的戴尔股票。</p><p style=\"text-align: justify;\">今年2月他首次喊话&#34;去买台戴尔电脑&#34;，市场反应平平；但5月8日的第二次公开表态令戴尔股价单日跳涨13%，创下历史新高。</p><p style=\"text-align: justify;\">此后，戴尔股价又进一步上涨约72%，部分原因在于该公司在特朗普&#34;喊单&#34;数周后拿下一笔价值97亿美元的五角大楼合同。</p><h2 id=\"id_1516947887\">华尔街已学会&#34;跟单&#34;，散户的游戏规则正在改变</h2><p style=\"text-align: justify;\">上述事件的核心矛盾，在于普通投资者与掌握信息优势者之间日益扩大的不对称鸿沟。</p><p style=\"text-align: justify;\">机构和专业投资者早已养成密切追踪&#34;高层表态&#34;的习惯，而散户往往只能在行情启动后才后知后觉地介入，面临更高的成本与更大的不确定性。</p><p style=\"text-align: justify;\">这一系列事件在社交媒体上激起共鸣。有X平台用户调侃道：</p><blockquote><p style=\"text-align: justify;\">我就在这守着，等黄仁勋或者特朗普哪天提到某只股票。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3e845d3872a06d3659cf418fba467e2\" tg-width=\"900\" tg-height=\"680\"/></p></blockquote><p style=\"text-align: justify;\">这句半是玩笑半是无奈的话，折射出普通投资者在名人效应驱动的市场中日益被动的处境。</p><p style=\"text-align: justify;\">正如彭博专栏作者Mark Gongloff所指出的，普通投资者每天都在阅读有关AI泡沫随时可能破裂的报道，而&#34;名人喊单&#34;现象只会加剧他们对市场的不信任感。</p><p style=\"text-align: justify;\">当美国总统本人也是&#34;喊单者&#34;之一，且同时是受益者时，这一问题的严肃性便更上一层。</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>一句话值600亿美元！美股散户热议：黄仁勋还是特朗普，该跟谁？</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{ 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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一句话值600亿美元！美股散户热议：黄仁勋还是特朗普，该跟谁？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-03 08:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>英伟达CEO黄仁勋一句&#34;Marvell将成万亿市值公司&#34;，引发该股单日暴涨32%，凭空制造超600亿美元市值。类似&#34;名人效应&#34;在特朗普身上更具争议，他多次公开称赞自己持仓的美光、戴尔等股票，散户被迫高位接盘。机构早已习惯追踪高层表态抢先布局，普通投资者却只能后知后觉。</p></blockquote><p style=\"text-align: justify;\">英伟达CEO一句话，凭空制造600亿美元市值。但当市场越来越习惯跟着名人表态炒股，散户的愤怒与困惑正在Reddit论坛蔓延。</p><p style=\"text-align: justify;\">华尔街见闻提及，周二在Computex上，英伟达CEO黄仁勋公开表示，芯片制造商Marvell注定会成为万亿美元市值的公司。</p><p style=\"text-align: justify;\">这句话随即在当天引爆美股市场，Marvell股价单日飙升逾32%，创下三年来最大单日涨幅，市值从周一约1920亿美元跃升至逾2540亿美元，一句话凭空制造超600亿美元财富。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2dd80f6146cfba46f6dfbe3ad5ca0be8\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">普通投资者或许对Marvell Technology的资产负债表、现金流或市盈率毫无概念，甚至从未听说过这家公司。</p><p style=\"text-align: justify;\">但如果有人提前得知，Marvell CEO Matt Murphy将登上与黄仁勋同台的舞台，后者执掌的英伟达是全球市值最高的公司，也是当前AI浪潮的核心象征。</p><p style=\"text-align: justify;\"><strong>那么仅凭&#34;两人将互相说好话&#34;的预期，便足以构成买入理由。</strong>此前数月Marvell早已累涨158%。</p><p style=\"text-align: justify;\">分析人士指出，在当前这个&#34;股票几乎从不下跌&#34;的亢奋市场环境中，推动股价上涨的往往是随口的表态、模糊的预期，乃至投机情绪本身。</p><h2 id=\"reddit\">Reddit散户的愤怒：规则公平吗？</h2><p style=\"text-align: justify;\">Marvell的暴涨在散户聚集的Reddit论坛r/wallstreetbets上掀起轩然大波。</p><p style=\"text-align: justify;\">&#34;这市场太疯狂了&#34;、&#34;这不公平&#34;等评论大量涌现，核心不满在于黄仁勋只是说了一句话，便在瞬间创造了数百亿美元财富，而普通投资者既没有信息优势，也无法提前布局。</p><p style=\"text-align: justify;\">同一论坛的部分交易者此前曾押注，会有不知情的散户将Virgin Galactic（股票代码：SPCE）误当SpaceX（未来代码：SPCX）买入，并从中获利。</p><p style=\"text-align: justify;\">这种利用信息不对称套利的行为，被部分市场观察人士视为当前市场生态的缩影。</p><p style=\"text-align: justify;\">而当&#34;名人效应&#34;的主角换成美国总统时，这种信任危机的烈度便成倍放大。</p><h2 id=\"4170243d\">特朗普的操作更引争议：自买自夸，散户接盘？</h2><p style=\"text-align: justify;\">类似的&#34;名人效应&#34;并不只出现在科技圈。美国总统特朗普近期多次公开称赞其个人持仓的股票，同样引发市场强烈反应，并带来更深层的公平性质疑。</p><p style=\"text-align: justify;\">上月底，特朗普公开称赞芯片制造商美光科技，而他本人持有该公司股票。受此影响，美光股价在一周多时间内上涨超25%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8baaaaacad96d3bb365015bf3c07122e\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">值得注意的是，美光股价在此之前的两个月里已翻倍，而那段时间恰好与特朗普在第一季度大量买入该股高度重合。</p><p style=\"text-align: justify;\">对于希望等待更好介入时机的普通投资者而言，在特朗普发声之后再入场，代价已大幅提升。</p><p style=\"text-align: justify;\">更早之前，特朗普还曾多次公开推荐戴尔科技，彼时他已持有价值数百万美元的戴尔股票。</p><p style=\"text-align: justify;\">今年2月他首次喊话&#34;去买台戴尔电脑&#34;，市场反应平平；但5月8日的第二次公开表态令戴尔股价单日跳涨13%，创下历史新高。</p><p style=\"text-align: justify;\">此后，戴尔股价又进一步上涨约72%，部分原因在于该公司在特朗普&#34;喊单&#34;数周后拿下一笔价值97亿美元的五角大楼合同。</p><h2 id=\"id_1516947887\">华尔街已学会&#34;跟单&#34;，散户的游戏规则正在改变</h2><p style=\"text-align: justify;\">上述事件的核心矛盾，在于普通投资者与掌握信息优势者之间日益扩大的不对称鸿沟。</p><p style=\"text-align: justify;\">机构和专业投资者早已养成密切追踪&#34;高层表态&#34;的习惯，而散户往往只能在行情启动后才后知后觉地介入，面临更高的成本与更大的不确定性。</p><p style=\"text-align: justify;\">这一系列事件在社交媒体上激起共鸣。有X平台用户调侃道：</p><blockquote><p style=\"text-align: justify;\">我就在这守着，等黄仁勋或者特朗普哪天提到某只股票。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3e845d3872a06d3659cf418fba467e2\" tg-width=\"900\" tg-height=\"680\"/></p></blockquote><p style=\"text-align: justify;\">这句半是玩笑半是无奈的话，折射出普通投资者在名人效应驱动的市场中日益被动的处境。</p><p style=\"text-align: justify;\">正如彭博专栏作者Mark Gongloff所指出的，普通投资者每天都在阅读有关AI泡沫随时可能破裂的报道，而&#34;名人喊单&#34;现象只会加剧他们对市场的不信任感。</p><p style=\"text-align: justify;\">当美国总统本人也是&#34;喊单者&#34;之一，且同时是受益者时，这一问题的严肃性便更上一层。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"MRVU":"Direxion Daily MRVL Bull 2X ETF","MUU":"2倍做多MU ETF-Direxion","MU":"美光科技","MUD":"1倍做空MU ETF-Direxion","MVLL":"2倍做多MRVL ETF-GraniteShares","MRVL":"迈威尔科技","MULL":"2倍做多MU ETF-GraniteShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106366111","content_text":"英伟达CEO黄仁勋一句\"Marvell将成万亿市值公司\"，引发该股单日暴涨32%，凭空制造超600亿美元市值。类似\"名人效应\"在特朗普身上更具争议，他多次公开称赞自己持仓的美光、戴尔等股票，散户被迫高位接盘。机构早已习惯追踪高层表态抢先布局，普通投资者却只能后知后觉。英伟达CEO一句话，凭空制造600亿美元市值。但当市场越来越习惯跟着名人表态炒股，散户的愤怒与困惑正在Reddit论坛蔓延。华尔街见闻提及，周二在Computex上，英伟达CEO黄仁勋公开表示，芯片制造商Marvell注定会成为万亿美元市值的公司。这句话随即在当天引爆美股市场，Marvell股价单日飙升逾32%，创下三年来最大单日涨幅，市值从周一约1920亿美元跃升至逾2540亿美元，一句话凭空制造超600亿美元财富。普通投资者或许对Marvell Technology的资产负债表、现金流或市盈率毫无概念，甚至从未听说过这家公司。但如果有人提前得知，Marvell CEO Matt Murphy将登上与黄仁勋同台的舞台，后者执掌的英伟达是全球市值最高的公司，也是当前AI浪潮的核心象征。那么仅凭\"两人将互相说好话\"的预期，便足以构成买入理由。此前数月Marvell早已累涨158%。分析人士指出，在当前这个\"股票几乎从不下跌\"的亢奋市场环境中，推动股价上涨的往往是随口的表态、模糊的预期，乃至投机情绪本身。Reddit散户的愤怒：规则公平吗？Marvell的暴涨在散户聚集的Reddit论坛r/wallstreetbets上掀起轩然大波。\"这市场太疯狂了\"、\"这不公平\"等评论大量涌现，核心不满在于黄仁勋只是说了一句话，便在瞬间创造了数百亿美元财富，而普通投资者既没有信息优势，也无法提前布局。同一论坛的部分交易者此前曾押注，会有不知情的散户将Virgin Galactic（股票代码：SPCE）误当SpaceX（未来代码：SPCX）买入，并从中获利。这种利用信息不对称套利的行为，被部分市场观察人士视为当前市场生态的缩影。而当\"名人效应\"的主角换成美国总统时，这种信任危机的烈度便成倍放大。特朗普的操作更引争议：自买自夸，散户接盘？类似的\"名人效应\"并不只出现在科技圈。美国总统特朗普近期多次公开称赞其个人持仓的股票，同样引发市场强烈反应，并带来更深层的公平性质疑。上月底，特朗普公开称赞芯片制造商美光科技，而他本人持有该公司股票。受此影响，美光股价在一周多时间内上涨超25%。值得注意的是，美光股价在此之前的两个月里已翻倍，而那段时间恰好与特朗普在第一季度大量买入该股高度重合。对于希望等待更好介入时机的普通投资者而言，在特朗普发声之后再入场，代价已大幅提升。更早之前，特朗普还曾多次公开推荐戴尔科技，彼时他已持有价值数百万美元的戴尔股票。今年2月他首次喊话\"去买台戴尔电脑\"，市场反应平平；但5月8日的第二次公开表态令戴尔股价单日跳涨13%，创下历史新高。此后，戴尔股价又进一步上涨约72%，部分原因在于该公司在特朗普\"喊单\"数周后拿下一笔价值97亿美元的五角大楼合同。华尔街已学会\"跟单\"，散户的游戏规则正在改变上述事件的核心矛盾，在于普通投资者与掌握信息优势者之间日益扩大的不对称鸿沟。机构和专业投资者早已养成密切追踪\"高层表态\"的习惯，而散户往往只能在行情启动后才后知后觉地介入，面临更高的成本与更大的不确定性。这一系列事件在社交媒体上激起共鸣。有X平台用户调侃道：我就在这守着，等黄仁勋或者特朗普哪天提到某只股票。这句半是玩笑半是无奈的话，折射出普通投资者在名人效应驱动的市场中日益被动的处境。正如彭博专栏作者Mark Gongloff所指出的，普通投资者每天都在阅读有关AI泡沫随时可能破裂的报道，而\"名人喊单\"现象只会加剧他们对市场的不信任感。当美国总统本人也是\"喊单者\"之一，且同时是受益者时，这一问题的严肃性便更上一层。","news_type":1,"symbols_score_info":{"MU":2,"MUD":0.6,"MULL":0.6,"MRVU":0.6,"MUU":0.6,"MRVL":2,"MVLL":0.6}},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561237116654712,"gmtCreate":1778052563711,"gmtModify":1778052566165,"author":{"id":"4210205702143872","authorId":"4210205702143872","name":"CainLuo","avatar":"https://static.tigerbbs.com/148193d55ab124c2c00bcc2fe89538b4","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4210205702143872","authorIdStr":"4210205702143872"},"themes":[],"title":"","htmlText":"我还是不太信的，毕竟前面负面丑闻太大了，一日没有结束，都是亚历山大","listText":"我还是不太信的，毕竟前面负面丑闻太大了，一日没有结束，都是亚历山大","text":"我还是不太信的，毕竟前面负面丑闻太大了，一日没有结束，都是亚历山大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561237116654712","repostId":"2633296569","repostType":2,"repost":{"id":"2633296569","kind":"live","pubTimestamp":1778012325,"share":"https://www.laohu8.com/m/news/2633296569?lang=zh_CN&edition=full","pubTime":"2026-05-06 04:18","market":"us","language":"zh","title":"超微电脑第三财季调整后每股收益0.84美元，同比大增超170%","url":"https://stock-news.laohu8.com/highlight/detail?id=2633296569","media":"智通财经","summary":"超微电脑2026财年第三财季销售额102亿美元，上一财年同期为46亿美元；调整后每股收益 0.84 美元，高出分析师一致预期的0.62美元，较去年同期的每股收益 0.31 美元同比大增 170.97%","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>2026财年第三财季销售额102亿美元，上一财年同期为46亿美元；调整后每股收益 0.84 美元，高出分析师一致预期的0.62美元，较去年同期的每股收益 0.31 美元同比大增 170.97%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c0d0054b51ac6402f90c28699d28b70\" title=\"\" tg-width=\"1187\" tg-height=\"476\"/></p><h2 id=\"id_3941912607\">展望</h2><p>公司预计2026财年第四季度（截至2026年6月30日）净销售额将在110亿美元至125亿美元之间，GAAP摊薄后每股净收益为0.53美元至0.67美元，非GAAP摊薄后每股净收益为0.65美元至0.79美元。</p><p>公司对GAAP和非GAAP摊薄后每股净收益的预测分别基于约19.4%和20.4%的税率，以及GAAP摊薄后股份总数为6.95亿股、非GAAP摊薄后股份总数为7.12亿股的假设。</p><p>据悉，部分客户因电力配置、冷却系统等基础设施未能如期就位，导致服务器交付时间表被迫调整。公司管理层指出，相关订单并未取消，只是交付周期需要顺延至下个财季。目前超微电脑正与客户紧密合作，加速场地验收流程，确保设备到位后能快速完成部署。</p><p style=\"text-align: start;\">首席执行官特别说明，人工智能服务器需求依然强劲，积压订单规模持续扩大。此次营收确认的延迟仅涉及时间节点问题，对全年业绩指引维持不变。公司预计第四财季将迎来显著反弹，届时延迟交付的订单将集中确认收入。</p><p>超微电脑盘后股价大涨超17%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c267901789dfb3b672861e76a0350608\" title=\"\" tg-width=\"540\" tg-height=\"165\"/></p></body></html>","source":"live_zhitongcaijing","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>超微电脑第三财季调整后每股收益0.84美元，同比大增超170%</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超微电脑第三财季调整后每股收益0.84美元，同比大增超170%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-06 04:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>超微电脑2026财年第三财季销售额102亿美元，上一财年同期为46亿美元；调整后每股收益 0.84 美元，高出分析师一致预期的0.62美元，较去年同期的每股收益 0.31 美元同比大增 170.97%。展望公司预计2026财年第四季度（截至2026年6月30日）净销售额将在110亿美元至125亿美元之间，GAAP摊薄后每股净收益为0.53美元至0.67美元，非GAAP摊薄后每股净收益为0.65美元...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">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/dfec884e715459d0d0ac8c334542a665","relate_stocks":{"SMCC":"Defiance Leveraged Long + Income SMCI ETF","SMCZ":"2倍做空SMCI ETF-Defiance","CHPS":"XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF","FTXL":"First Trust Nasdaq Semiconductor ETF","SMCX":"2倍做多SMCI ETF-Defiance","SMYY":"GraniteShares YieldBOOST SMCI ETF","SMCI":"超微电脑","SMCY":"SMCI期权收益策略ETF-YieldMax","SMCL":"2倍做多SMCI ETF-Graniteshares"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2633296569","content_text":"超微电脑2026财年第三财季销售额102亿美元，上一财年同期为46亿美元；调整后每股收益 0.84 美元，高出分析师一致预期的0.62美元，较去年同期的每股收益 0.31 美元同比大增 170.97%。展望公司预计2026财年第四季度（截至2026年6月30日）净销售额将在110亿美元至125亿美元之间，GAAP摊薄后每股净收益为0.53美元至0.67美元，非GAAP摊薄后每股净收益为0.65美元至0.79美元。公司对GAAP和非GAAP摊薄后每股净收益的预测分别基于约19.4%和20.4%的税率，以及GAAP摊薄后股份总数为6.95亿股、非GAAP摊薄后股份总数为7.12亿股的假设。据悉，部分客户因电力配置、冷却系统等基础设施未能如期就位，导致服务器交付时间表被迫调整。公司管理层指出，相关订单并未取消，只是交付周期需要顺延至下个财季。目前超微电脑正与客户紧密合作，加速场地验收流程，确保设备到位后能快速完成部署。首席执行官特别说明，人工智能服务器需求依然强劲，积压订单规模持续扩大。此次营收确认的延迟仅涉及时间节点问题，对全年业绩指引维持不变。公司预计第四财季将迎来显著反弹，届时延迟交付的订单将集中确认收入。超微电脑盘后股价大涨超17%。","news_type":1,"symbols_score_info":{"FTXL":1.1,"SMCC":0.6,"CHPS":1.1,"SMCL":0.6,"SMCY":0.6,"SMYY":0.6,"SMCX":0.6,"SMCI":2,"SMCZ":0.6}},"isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556699625588608,"gmtCreate":1776941571408,"gmtModify":1776941574232,"author":{"id":"4210205702143872","authorId":"4210205702143872","name":"CainLuo","avatar":"https://static.tigerbbs.com/148193d55ab124c2c00bcc2fe89538b4","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4210205702143872","authorIdStr":"4210205702143872"},"themes":[],"title":"","htmlText":"要破产退市了吗？赶紧做空","listText":"要破产退市了吗？赶紧做空","text":"要破产退市了吗？赶紧做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556699625588608","repostId":"1155288915","repostType":2,"repost":{"id":"1155288915","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":1776941224,"share":"https://www.laohu8.com/m/news/1155288915?lang=zh_CN&edition=full","pubTime":"2026-04-23 18:47","market":"us","language":"zh","title":"据报道，超微电脑失去14亿美元甲骨文合同","url":"https://stock-news.laohu8.com/highlight/detail?id=1155288915","media":"老虎资讯综合","summary":"4月23日，超微电脑盘前持续走弱，现大跌近12%。","content":"<html><head></head><body><p>4月23日，超微电脑盘前持续走弱，现大跌近12%。据报道，此前有消息称超微电脑失去了甲骨文一份涉及英伟达GB300 NVL72机架的重大合同。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3643dccaedafa3513433ac881c9a1a9\" title=\"\" tg-width=\"866\" tg-height=\"728\"/></p><p>根据Bluefin研究公司的报告，甲骨文取消了向超微电脑采购的300至400个机架订单，每个机架价值约350万美元，这意味着合同总损失高达11亿至14亿美元。该公司估计，在订单取消前，超微电脑已发运了100至200个机架。</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>据报道，超微电脑失去14亿美元甲骨文合同</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据报道，超微电脑失去14亿美元甲骨文合同\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\">2026-04-23 18:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月23日，超微电脑盘前持续走弱，现大跌近12%。据报道，此前有消息称超微电脑失去了甲骨文一份涉及英伟达GB300 NVL72机架的重大合同。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3643dccaedafa3513433ac881c9a1a9\" title=\"\" tg-width=\"866\" tg-height=\"728\"/></p><p>根据Bluefin研究公司的报告，甲骨文取消了向超微电脑采购的300至400个机架订单，每个机架价值约350万美元，这意味着合同总损失高达11亿至14亿美元。该公司估计，在订单取消前，超微电脑已发运了100至200个机架。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"SMCI":"超微电脑"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155288915","content_text":"4月23日，超微电脑盘前持续走弱，现大跌近12%。据报道，此前有消息称超微电脑失去了甲骨文一份涉及英伟达GB300 NVL72机架的重大合同。根据Bluefin研究公司的报告，甲骨文取消了向超微电脑采购的300至400个机架订单，每个机架价值约350万美元，这意味着合同总损失高达11亿至14亿美元。该公司估计，在订单取消前，超微电脑已发运了100至200个机架。","news_type":1,"symbols_score_info":{"SMCI":1}},"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548269185136752,"gmtCreate":1774878341540,"gmtModify":1774878343471,"author":{"id":"4210205702143872","authorId":"4210205702143872","name":"CainLuo","avatar":"https://static.tigerbbs.com/148193d55ab124c2c00bcc2fe89538b4","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4210205702143872","authorIdStr":"4210205702143872"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a><v-v data-views=\"0\"></v-v> 感觉SMCI这次是真的死定了，说不定会直接破产归零[喷血]&nbsp;&nbsp;[喷血]&nbsp;&nbsp;[喷血]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a><v-v data-views=\"0\"></v-v> 感觉SMCI这次是真的死定了，说不定会直接破产归零[喷血]&nbsp;&nbsp;[喷血]&nbsp;&nbsp;[喷血]&nbsp;&nbsp;","text":"$超微电脑(SMCI)$ 感觉SMCI这次是真的死定了，说不定会直接破产归零[喷血] [喷血] [喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548269185136752","isVote":1,"tweetType":1,"viewCount":1320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":547207679571744,"gmtCreate":1774619178478,"gmtModify":1774619181241,"author":{"id":"4210205702143872","authorId":"4210205702143872","name":"CainLuo","avatar":"https://static.tigerbbs.com/148193d55ab124c2c00bcc2fe89538b4","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4210205702143872","authorIdStr":"4210205702143872"},"themes":[],"title":"","htmlText":"这372亿下去全被黄毛一两句话之间赚走了，所以等于没有投入[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;","listText":"这372亿下去全被黄毛一两句话之间赚走了，所以等于没有投入[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;","text":"这372亿下去全被黄毛一两句话之间赚走了，所以等于没有投入[捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547207679571744","repostId":"2622826704","repostType":2,"repost":{"id":"2622826704","kind":"news","pubTimestamp":1774614616,"share":"https://www.laohu8.com/m/news/2622826704?lang=zh_CN&edition=full","pubTime":"2026-03-27 20:30","market":"sh","language":"zh","title":"停火协议曙光引燃美股“贪婪时刻”！372亿美元巨资入场，创2024年大选以来单周流入新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2622826704","media":"智通财经","summary":"$伦敦证券交易所$集团的数据显示，投资者向美国股票基金净投入了 372.4 亿美元，这是自 2024 年 11 月中旬以来最大的单周资金流入，打破了连续三周的净卖出态势。美国行业基金录得 29 亿美元的净流出，为 12 月 24 日以来最大的单周撤资规模。中短期政府及国债基金获得了 90.7 亿美元的净流入，这是至少自 2024 年 5 月以来最大的单周买入规模。","content":"<html><head></head><body><p>在截至 3 月 25 日的一周内，由于美国总统特朗普推迟了对伊朗能源基础设施的袭击并提出了一项结束战争的协议，中东局势降温的希望提振了市场情绪，美国股票基金吸引了强劲的资金流入。</p><p><a href=\"https://laohu8.com/S/LSE.UK\">伦敦证券交易所</a>集团的数据显示，投资者向美国股票基金净投入了 372.4 亿美元，这是自 2024 年 11 月中旬以来最大的单周资金流入，打破了连续三周的净卖出态势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b705e2967ea1beb23a865884e86f1204\" tg-width=\"1340\" tg-height=\"711\"/></p><p>然而，由于伊朗继续否认与美国进行任何谈判，加深了市场对这场持续近一个月的冲突能否迅速解决的怀疑，以科技股为主的纳斯达克综合指数在周四下跌了超过 2%。</p><p>投资者七周以来首次买入美国大盘股基金，净增加 450.7 亿美元。中盘股和小盘股基金则分别出现了 21.5 亿美元和 12.4 亿美元的净流出。</p><p>美国行业基金录得 29 亿美元的净流出，为 12 月 24 日以来最大的单周撤资规模。其中，投资者从科技行业净撤出 14.5 亿美元，从黄金及贵金属行业撤出 9.74 亿美元，从医疗保健行业撤出 5.07 亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30b67ac365c2b81669b0c3396611120f\" tg-width=\"1335\" tg-height=\"810\"/></p><p>美国债券基金吸引了 75.6 亿美元的净流入，较前一周增加的 120.5 亿美元减少了近三分之一。</p><p>中短期投资级基金吸引了 20.3 亿美元的净流入，为三周以来的最低水平;而通用国内应税固定收益基金则出现了 11.1 亿美元的净流出。</p><p>中短期政府及国债基金获得了 90.7 亿美元的净流入，这是至少自 2024 年 5 月以来最大的单周买入规模。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccd66689ba92fb35977b4f22153e341d\" tg-width=\"1341\" tg-height=\"846\"/></p><p>货币市场基金出现了 579.6 亿美元的净撤资，投资者结束了连续五周的净买入趋势。</p></body></html>","source":"stock_zhitongcaijing","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>停火协议曙光引燃美股“贪婪时刻”！372亿美元巨资入场，创2024年大选以来单周流入新高</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{ 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3 月 25 日的一周内，由于美国总统特朗普推迟了对伊朗能源基础设施的袭击并提出了一项结束战争的协议，中东局势降温的希望提振了市场情绪，美国股票基金吸引了强劲的资金流入。伦敦证券交易所集团的数据显示，投资者向美国股票基金净投入了 372.4 亿美元，这是自 2024 年 11 月中旬以来最大的单周资金流入，打破了连续三周的净卖出态势。然而，由于伊朗继续否认与美国进行任何谈判，加深了市场对这场持续近一个月的冲突能否迅速解决的怀疑，以科技股为主的纳斯达克综合指数在周四下跌了超过 2%。投资者七周以来首次买入美国大盘股基金，净增加 450.7 亿美元。中盘股和小盘股基金则分别出现了 21.5 亿美元和 12.4 亿美元的净流出。美国行业基金录得 29 亿美元的净流出，为 12 月 24 日以来最大的单周撤资规模。其中，投资者从科技行业净撤出 14.5 亿美元，从黄金及贵金属行业撤出 9.74 亿美元，从医疗保健行业撤出 5.07 亿美元。美国债券基金吸引了 75.6 亿美元的净流入，较前一周增加的 120.5 亿美元减少了近三分之一。中短期投资级基金吸引了 20.3 亿美元的净流入，为三周以来的最低水平;而通用国内应税固定收益基金则出现了 11.1 亿美元的净流出。中短期政府及国债基金获得了 90.7 亿美元的净流入，这是至少自 2024 年 5 月以来最大的单周买入规模。货币市场基金出现了 579.6 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href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$&nbsp;</a> 大家快跑啊，华尔街要去赌球了，趁机收割一波","listText":"<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$&nbsp;</a> 大家快跑啊，华尔街要去赌球了，趁机收割一波","text":"$纳指100ETF(QQQ)$ 大家快跑啊，华尔街要去赌球了，趁机收割一波","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573414820929960","isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571081608517992,"gmtCreate":1780448477652,"gmtModify":1780450476649,"author":{"id":"4210205702143872","authorId":"4210205702143872","name":"CainLuo","avatar":"https://static.tigerbbs.com/148193d55ab124c2c00bcc2fe89538b4","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4210205702143872","idStr":"4210205702143872"},"themes":[],"title":"","htmlText":"达子燃烧了自己，照亮了别人，懂王是带动了整个利益模块，不一样[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;","listText":"达子燃烧了自己，照亮了别人，懂王是带动了整个利益模块，不一样[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;","text":"达子燃烧了自己，照亮了别人，懂王是带动了整个利益模块，不一样[捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571081608517992","repostId":"1106366111","repostType":2,"repost":{"id":"1106366111","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1780448214,"share":"https://www.laohu8.com/m/news/1106366111?lang=zh_CN&edition=full","pubTime":"2026-06-03 08:56","market":"us","language":"zh","title":"一句话值600亿美元！美股散户热议：黄仁勋还是特朗普，该跟谁？","url":"https://stock-news.laohu8.com/highlight/detail?id=1106366111","media":"华尔街见闻","summary":"英伟达CEO黄仁勋一句\"Marvell将成万亿市值公司\"，引发该股单日暴涨32%，凭空制造超600亿美元市值。英伟达CEO一句话，凭空制造600亿美元市值。美国总统特朗普近期多次公开称赞其个人持仓的股票，同样引发市场强烈反应，并带来更深层的公平性质疑。上月底，特朗普公开称赞芯片制造商美光科技，而他本人持有该公司股票。值得注意的是，美光股价在此之前的两个月里已翻倍，而那段时间恰好与特朗普在第一季度大量买入该股高度重合。","content":"<html><head></head><body><blockquote><p>英伟达CEO黄仁勋一句&#34;Marvell将成万亿市值公司&#34;，引发该股单日暴涨32%，凭空制造超600亿美元市值。类似&#34;名人效应&#34;在特朗普身上更具争议，他多次公开称赞自己持仓的美光、戴尔等股票，散户被迫高位接盘。机构早已习惯追踪高层表态抢先布局，普通投资者却只能后知后觉。</p></blockquote><p style=\"text-align: justify;\">英伟达CEO一句话，凭空制造600亿美元市值。但当市场越来越习惯跟着名人表态炒股，散户的愤怒与困惑正在Reddit论坛蔓延。</p><p style=\"text-align: justify;\">华尔街见闻提及，周二在Computex上，英伟达CEO黄仁勋公开表示，芯片制造商Marvell注定会成为万亿美元市值的公司。</p><p style=\"text-align: justify;\">这句话随即在当天引爆美股市场，Marvell股价单日飙升逾32%，创下三年来最大单日涨幅，市值从周一约1920亿美元跃升至逾2540亿美元，一句话凭空制造超600亿美元财富。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2dd80f6146cfba46f6dfbe3ad5ca0be8\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">普通投资者或许对Marvell Technology的资产负债表、现金流或市盈率毫无概念，甚至从未听说过这家公司。</p><p style=\"text-align: justify;\">但如果有人提前得知，Marvell CEO Matt Murphy将登上与黄仁勋同台的舞台，后者执掌的英伟达是全球市值最高的公司，也是当前AI浪潮的核心象征。</p><p style=\"text-align: justify;\"><strong>那么仅凭&#34;两人将互相说好话&#34;的预期，便足以构成买入理由。</strong>此前数月Marvell早已累涨158%。</p><p style=\"text-align: justify;\">分析人士指出，在当前这个&#34;股票几乎从不下跌&#34;的亢奋市场环境中，推动股价上涨的往往是随口的表态、模糊的预期，乃至投机情绪本身。</p><h2 id=\"reddit\">Reddit散户的愤怒：规则公平吗？</h2><p style=\"text-align: justify;\">Marvell的暴涨在散户聚集的Reddit论坛r/wallstreetbets上掀起轩然大波。</p><p style=\"text-align: justify;\">&#34;这市场太疯狂了&#34;、&#34;这不公平&#34;等评论大量涌现，核心不满在于黄仁勋只是说了一句话，便在瞬间创造了数百亿美元财富，而普通投资者既没有信息优势，也无法提前布局。</p><p style=\"text-align: justify;\">同一论坛的部分交易者此前曾押注，会有不知情的散户将Virgin Galactic（股票代码：SPCE）误当SpaceX（未来代码：SPCX）买入，并从中获利。</p><p style=\"text-align: justify;\">这种利用信息不对称套利的行为，被部分市场观察人士视为当前市场生态的缩影。</p><p style=\"text-align: justify;\">而当&#34;名人效应&#34;的主角换成美国总统时，这种信任危机的烈度便成倍放大。</p><h2 id=\"4170243d\">特朗普的操作更引争议：自买自夸，散户接盘？</h2><p style=\"text-align: justify;\">类似的&#34;名人效应&#34;并不只出现在科技圈。美国总统特朗普近期多次公开称赞其个人持仓的股票，同样引发市场强烈反应，并带来更深层的公平性质疑。</p><p style=\"text-align: justify;\">上月底，特朗普公开称赞芯片制造商美光科技，而他本人持有该公司股票。受此影响，美光股价在一周多时间内上涨超25%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8baaaaacad96d3bb365015bf3c07122e\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">值得注意的是，美光股价在此之前的两个月里已翻倍，而那段时间恰好与特朗普在第一季度大量买入该股高度重合。</p><p style=\"text-align: justify;\">对于希望等待更好介入时机的普通投资者而言，在特朗普发声之后再入场，代价已大幅提升。</p><p style=\"text-align: justify;\">更早之前，特朗普还曾多次公开推荐戴尔科技，彼时他已持有价值数百万美元的戴尔股票。</p><p style=\"text-align: justify;\">今年2月他首次喊话&#34;去买台戴尔电脑&#34;，市场反应平平；但5月8日的第二次公开表态令戴尔股价单日跳涨13%，创下历史新高。</p><p style=\"text-align: justify;\">此后，戴尔股价又进一步上涨约72%，部分原因在于该公司在特朗普&#34;喊单&#34;数周后拿下一笔价值97亿美元的五角大楼合同。</p><h2 id=\"id_1516947887\">华尔街已学会&#34;跟单&#34;，散户的游戏规则正在改变</h2><p style=\"text-align: justify;\">上述事件的核心矛盾，在于普通投资者与掌握信息优势者之间日益扩大的不对称鸿沟。</p><p style=\"text-align: justify;\">机构和专业投资者早已养成密切追踪&#34;高层表态&#34;的习惯，而散户往往只能在行情启动后才后知后觉地介入，面临更高的成本与更大的不确定性。</p><p style=\"text-align: justify;\">这一系列事件在社交媒体上激起共鸣。有X平台用户调侃道：</p><blockquote><p style=\"text-align: justify;\">我就在这守着，等黄仁勋或者特朗普哪天提到某只股票。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3e845d3872a06d3659cf418fba467e2\" tg-width=\"900\" tg-height=\"680\"/></p></blockquote><p style=\"text-align: justify;\">这句半是玩笑半是无奈的话，折射出普通投资者在名人效应驱动的市场中日益被动的处境。</p><p style=\"text-align: justify;\">正如彭博专栏作者Mark Gongloff所指出的，普通投资者每天都在阅读有关AI泡沫随时可能破裂的报道，而&#34;名人喊单&#34;现象只会加剧他们对市场的不信任感。</p><p style=\"text-align: justify;\">当美国总统本人也是&#34;喊单者&#34;之一，且同时是受益者时，这一问题的严肃性便更上一层。</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>一句话值600亿美元！美股散户热议：黄仁勋还是特朗普，该跟谁？</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{ 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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一句话值600亿美元！美股散户热议：黄仁勋还是特朗普，该跟谁？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-03 08:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>英伟达CEO黄仁勋一句&#34;Marvell将成万亿市值公司&#34;，引发该股单日暴涨32%，凭空制造超600亿美元市值。类似&#34;名人效应&#34;在特朗普身上更具争议，他多次公开称赞自己持仓的美光、戴尔等股票，散户被迫高位接盘。机构早已习惯追踪高层表态抢先布局，普通投资者却只能后知后觉。</p></blockquote><p style=\"text-align: justify;\">英伟达CEO一句话，凭空制造600亿美元市值。但当市场越来越习惯跟着名人表态炒股，散户的愤怒与困惑正在Reddit论坛蔓延。</p><p style=\"text-align: justify;\">华尔街见闻提及，周二在Computex上，英伟达CEO黄仁勋公开表示，芯片制造商Marvell注定会成为万亿美元市值的公司。</p><p style=\"text-align: justify;\">这句话随即在当天引爆美股市场，Marvell股价单日飙升逾32%，创下三年来最大单日涨幅，市值从周一约1920亿美元跃升至逾2540亿美元，一句话凭空制造超600亿美元财富。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2dd80f6146cfba46f6dfbe3ad5ca0be8\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">普通投资者或许对Marvell Technology的资产负债表、现金流或市盈率毫无概念，甚至从未听说过这家公司。</p><p style=\"text-align: justify;\">但如果有人提前得知，Marvell CEO Matt Murphy将登上与黄仁勋同台的舞台，后者执掌的英伟达是全球市值最高的公司，也是当前AI浪潮的核心象征。</p><p style=\"text-align: justify;\"><strong>那么仅凭&#34;两人将互相说好话&#34;的预期，便足以构成买入理由。</strong>此前数月Marvell早已累涨158%。</p><p style=\"text-align: justify;\">分析人士指出，在当前这个&#34;股票几乎从不下跌&#34;的亢奋市场环境中，推动股价上涨的往往是随口的表态、模糊的预期，乃至投机情绪本身。</p><h2 id=\"reddit\">Reddit散户的愤怒：规则公平吗？</h2><p style=\"text-align: justify;\">Marvell的暴涨在散户聚集的Reddit论坛r/wallstreetbets上掀起轩然大波。</p><p style=\"text-align: justify;\">&#34;这市场太疯狂了&#34;、&#34;这不公平&#34;等评论大量涌现，核心不满在于黄仁勋只是说了一句话，便在瞬间创造了数百亿美元财富，而普通投资者既没有信息优势，也无法提前布局。</p><p style=\"text-align: justify;\">同一论坛的部分交易者此前曾押注，会有不知情的散户将Virgin Galactic（股票代码：SPCE）误当SpaceX（未来代码：SPCX）买入，并从中获利。</p><p style=\"text-align: justify;\">这种利用信息不对称套利的行为，被部分市场观察人士视为当前市场生态的缩影。</p><p style=\"text-align: justify;\">而当&#34;名人效应&#34;的主角换成美国总统时，这种信任危机的烈度便成倍放大。</p><h2 id=\"4170243d\">特朗普的操作更引争议：自买自夸，散户接盘？</h2><p style=\"text-align: justify;\">类似的&#34;名人效应&#34;并不只出现在科技圈。美国总统特朗普近期多次公开称赞其个人持仓的股票，同样引发市场强烈反应，并带来更深层的公平性质疑。</p><p style=\"text-align: justify;\">上月底，特朗普公开称赞芯片制造商美光科技，而他本人持有该公司股票。受此影响，美光股价在一周多时间内上涨超25%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8baaaaacad96d3bb365015bf3c07122e\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">值得注意的是，美光股价在此之前的两个月里已翻倍，而那段时间恰好与特朗普在第一季度大量买入该股高度重合。</p><p style=\"text-align: justify;\">对于希望等待更好介入时机的普通投资者而言，在特朗普发声之后再入场，代价已大幅提升。</p><p style=\"text-align: justify;\">更早之前，特朗普还曾多次公开推荐戴尔科技，彼时他已持有价值数百万美元的戴尔股票。</p><p style=\"text-align: justify;\">今年2月他首次喊话&#34;去买台戴尔电脑&#34;，市场反应平平；但5月8日的第二次公开表态令戴尔股价单日跳涨13%，创下历史新高。</p><p style=\"text-align: justify;\">此后，戴尔股价又进一步上涨约72%，部分原因在于该公司在特朗普&#34;喊单&#34;数周后拿下一笔价值97亿美元的五角大楼合同。</p><h2 id=\"id_1516947887\">华尔街已学会&#34;跟单&#34;，散户的游戏规则正在改变</h2><p style=\"text-align: justify;\">上述事件的核心矛盾，在于普通投资者与掌握信息优势者之间日益扩大的不对称鸿沟。</p><p style=\"text-align: justify;\">机构和专业投资者早已养成密切追踪&#34;高层表态&#34;的习惯，而散户往往只能在行情启动后才后知后觉地介入，面临更高的成本与更大的不确定性。</p><p style=\"text-align: justify;\">这一系列事件在社交媒体上激起共鸣。有X平台用户调侃道：</p><blockquote><p style=\"text-align: justify;\">我就在这守着，等黄仁勋或者特朗普哪天提到某只股票。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3e845d3872a06d3659cf418fba467e2\" tg-width=\"900\" tg-height=\"680\"/></p></blockquote><p style=\"text-align: justify;\">这句半是玩笑半是无奈的话，折射出普通投资者在名人效应驱动的市场中日益被动的处境。</p><p style=\"text-align: justify;\">正如彭博专栏作者Mark Gongloff所指出的，普通投资者每天都在阅读有关AI泡沫随时可能破裂的报道，而&#34;名人喊单&#34;现象只会加剧他们对市场的不信任感。</p><p style=\"text-align: justify;\">当美国总统本人也是&#34;喊单者&#34;之一，且同时是受益者时，这一问题的严肃性便更上一层。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"MRVU":"Direxion Daily MRVL Bull 2X ETF","MUU":"2倍做多MU 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Murphy将登上与黄仁勋同台的舞台，后者执掌的英伟达是全球市值最高的公司，也是当前AI浪潮的核心象征。那么仅凭\"两人将互相说好话\"的预期，便足以构成买入理由。此前数月Marvell早已累涨158%。分析人士指出，在当前这个\"股票几乎从不下跌\"的亢奋市场环境中，推动股价上涨的往往是随口的表态、模糊的预期，乃至投机情绪本身。Reddit散户的愤怒：规则公平吗？Marvell的暴涨在散户聚集的Reddit论坛r/wallstreetbets上掀起轩然大波。\"这市场太疯狂了\"、\"这不公平\"等评论大量涌现，核心不满在于黄仁勋只是说了一句话，便在瞬间创造了数百亿美元财富，而普通投资者既没有信息优势，也无法提前布局。同一论坛的部分交易者此前曾押注，会有不知情的散户将Virgin 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