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韓子龍
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韓子龍
韓子龍
·
04-23 20:04
pei
“爸爸,这座山下有黄金……”8岁男孩凭草辨矿?
4月16日,辽宁大连庄河大营镇附近一座山上,8岁男孩孙典锋与家人爬山挖野菜时,发现大片问荆草和含云母的石块。“爸爸,这座山下有黄金!”听到儿子的话语,孙先生立即与儿子通过AI智能助手比对验证,结果高度吻合。 “儿子今年8周岁,上小学二年级。” 目前,孙先生已将此事上报给相关部门。 最后他提醒广大市民:发现了类似线索,一定要第一时间上报相关部门。
“爸爸,这座山下有黄金……”8岁男孩凭草辨矿?
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韓子龍
韓子龍
·
01-27
$兴业银锡(000426)$
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韓子龍
韓子龍
·
2025-04-05
这只是刚刚开始
@管住手不瞎操作:
$1.5倍做多恐慌指数短期期货ETF(UVXY)$ 来看看我最新分享的订单!
$1.5倍做多恐慌指数短期期货ETF(UVXY)$ 来看看我最新分享的订单!
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韓子龍
韓子龍
·
2025-03-11
跟随市场
英伟达 “性价比” 飙升!华尔街热议:投资机遇来临?
人工智能领域的宠儿英伟达近期股价走低,吸引了投资者的目光。
英伟达 “性价比” 飙升!华尔街热议:投资机遇来临?
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韓子龍
韓子龍
·
2025-01-27
空头的借口
阿斯麦、英伟达等科技股大跌 DeepSeek引发投资者恐慌
阿斯麦控股等科技股周一大跌,中国人工智能初创公司DeepSeek引发轰动,业内人士担心其已超越西方科技公司取得主导地位;英伟达一并走低,投资者担心DeepSeek的出现对于这家美国最具价值公司的影响。英伟达美国盘前一度走低8.3%,纳斯达克100指数期货下跌3%。 荷兰公司阿斯麦生产用于电动汽车、军事装备等各类产品的高端芯片制造设备,早前也因为人工智能支出的飙升而得益。
阿斯麦、英伟达等科技股大跌 DeepSeek引发投资者恐慌
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韓子龍
韓子龍
·
2025-01-13
$道琼斯(.DJI)$
反弹开始
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韓子龍
韓子龍
·
2025-01-02
$纳斯达克(.IXIC)$
必然加速上涨
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韓子龍
韓子龍
·
2024-11-14
放屁
非常抱歉,此主贴已删除
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韓子龍
韓子龍
·
2024-10-19
短期趋势,可以拿完就跑
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韓子龍
韓子龍
·
2024-07-29
别扯淡了
非常抱歉,此主贴已删除
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href=\"https://laohu8.com/S/600696\">岩石</a>。经AI助手再次识别,那些亮片正是云母。</p>\n<div><img src=\"http://n.sinaimg.cn/spider20260423/231/w456h575/20260423/8d92-becc7398e56ac568729ecc8dc371d8b2.png\"/><span></span></div>\n<p cms-style=\"font-L\"> “儿子今年8周岁,上小学二年级。”孙先生告诉记者,孙典锋平时对万物充满好奇,特别善于观察。当儿子认出问荆草时,他也很惊讶。孙先生说,孩子没事就爱读书,或刷手机上的科普视频,学习自己感兴趣的知识。</p>\n<p cms-style=\"font-L\"> 目前,孙先生已将此事上报给相关部门。至于该地是否有“金矿”,还需等待勘探之后才能给出明确答复。</p>\n<p cms-style=\"font-L\"> <font cms-style=\"font-L strong-Bold color210\">有问荆草不一定有金矿 </font></p>\n<p cms-style=\"font-L\"> 问荆草是什么,能用来找金矿吗?就此事,记者联络了辽宁省地质勘查院的专家王海鹏。王海鹏根据孙先生提供的视频和图片并对其进行辨认后表示,的确是问荆草和云母。但是,有问荆草并不一定有金矿,尤其当山体远离已知矿区时,这一种植物更不是唯一的判断依据。</p>\n<div><img src=\"http://n.sinaimg.cn/spider20260423/739/w439h300/20260423/4651-139c7ef4cd50c6f6ab4529f5333ae676.png\"/><span></span></div>\n<p cms-style=\"font-L\"> 通常情况下,问荆草在重金属富集的地方长得格外茂盛。它一旦占据上风,其他杂草便生长得稀少。因此,若要借助问荆草推断地下是否藏有矿藏,关键要看它是否为优势草种。</p>\n<div><img src=\"http://n.sinaimg.cn/spider20260423/173/w448h525/20260423/d64a-71d60dc5242d47a4f42deabbdf9dd16c.png\"/><span></span></div>\n<p cms-style=\"font-L\"> 其次,孙先生拍摄的岩石图片中,那些亮闪闪的云母片,也并不是找金的“专属标志”。王海鹏辨认后表示,孙先生拍到的其实是黑云母片。黑云母在很多普通岩石里都能见到,单靠它不能断定有金。</p>\n<p cms-style=\"font-L\"> 真正让他觉得“希望较大”的,是另一张照片里的一块硅化褐铁矿化岩石。这种<a href=\"https://laohu8.com/S/688169\">石头</a>表面常有铁锈色,质地坚硬,是金矿常见的伴生现象。</p>\n<div><img src=\"http://n.sinaimg.cn/spider20260423/235/w438h597/20260423/c911-345289e04332dbc14339ae0cb901dfb3.png\"/><span></span></div>\n<p cms-style=\"font-L\"> 王海鹏表示,结合问荆草优势群落、黑云母以及这块硅化褐铁矿化岩石,多重线索叠加,判断该地“大概率含金”。当然,最终结论还要等专业化学分析。</p>\n<p cms-style=\"font-L\"> 最后他提醒广大市民:发现了类似线索,一定要第一时间上报相关部门。私自勘查、开采都是违法行为,切勿尝试。</p>\n<p cms-style=\"font-L align-Center\"> 其实</p>\n<p cms-style=\"font-L align-Center\"> 很多地方都有这样潜在的“宝藏”</p>\n<p cms-style=\"font-L align-Center\"> 只是含金量多少</p>\n<p cms-style=\"font-L align-Center\"> 是否值得开采的问题</p>\n<p cms-style=\"font-L align-Center\"> <font cms-style=\"font-L strong-Bold align-Center color0\">真正宝贵的“含金量”</font></p>\n<p cms-style=\"font-L align-Center\"> <font cms-style=\"font-L strong-Bold align-Center color0\">是孩子闪闪发光的好奇心</font></p>\n<p cms-style=\"font-L align-Center\"> <font cms-style=\"font-L strong-Bold align-Center color0\">是父亲尊重孩子爱好的耐心</font></p>\n<p cms-style=\"font-L align-Center\"> <font cms-style=\"font-L strong-Bold align-Center color0\">这份珍贵的陪伴</font></p>\n<p cms-style=\"font-L align-Center\"> <font cms-style=\"font-L strong-Bold align-Center color0\">远比一座金矿更加无价</font></p>\n<p cms-style=\"font-L align-Center\"> <font cms-style=\"font-L strong-Bold align-Center color0\">也终将滋养孩子一生向阳成长</font></p>\n<div>\n<span>新浪合作大平台期货开户 安全快捷有保障</span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n<p>责任编辑:朱赫楠 </p>\n</div></body></html>","source":"sina","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>“爸爸,这座山下有黄金……”8岁男孩凭草辨矿?</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; 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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“爸爸,这座山下有黄金……”8岁男孩凭草辨矿?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-23 13:30 北京时间 <a href=https://finance.sina.com.cn/wm/2026-04-23/doc-inhvnhra5035895.shtml><strong>新华社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 4月16日,辽宁大连庄河大营镇附近一座山上,8岁男孩孙典锋与家人爬山挖野菜时,发现大片问荆草和含云母的石块。“爸爸,这座山下有黄金!”听到儿子的话语,孙先生立即与儿子通过AI智能助手比对验证,结果高度吻合。\n 8岁男孩发现“金矿” \n 为了满足孩子的探索欲,父子俩在不破坏地表的情况下,沿着山脉仔细搜寻,还捡到几块闪着...</p>\n\n<a href=\"https://finance.sina.com.cn/wm/2026-04-23/doc-inhvnhra5035895.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159831":"黄金","159934":"黄金ETF","518880":"黄金ETF华安","JNUG":"金矿指数二倍做多ETF","PHYS":"Sprott Physical Gold Trust","GLD":"黄金ETF-SPDR","IAUM":"ISHARES GOLD TRUST MICRO","IAUI":"NEOS Gold High Income ETF","GLL":"2倍做空黄金ETF-ProShares","DBC":"商品指数ETF-PowerShares DB","JDST":"金矿指数二倍做空ETF","RING":"iShares MSCI Global Gold Miners ETF","GOLY":"Strategy Shares Gold Enhanced Yield ETF","GDXU":"MicroSectors Gold Miners 3x Leveraged ETN","CEF":"Sprott Physical Gold & 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Shares","UGL":"2倍做多黄金ETF-ProShares","DUST":"二倍做空黄金矿业指数ETF-Direxion"},"source_url":"https://finance.sina.com.cn/wm/2026-04-23/doc-inhvnhra5035895.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2629000821","content_text":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 4月16日,辽宁大连庄河大营镇附近一座山上,8岁男孩孙典锋与家人爬山挖野菜时,发现大片问荆草和含云母的石块。“爸爸,这座山下有黄金!”听到儿子的话语,孙先生立即与儿子通过AI智能助手比对验证,结果高度吻合。\n 8岁男孩发现“金矿” \n 为了满足孩子的探索欲,父子俩在不破坏地表的情况下,沿着山脉仔细搜寻,还捡到几块闪着光芒的岩石。经AI助手再次识别,那些亮片正是云母。\n\n “儿子今年8周岁,上小学二年级。”孙先生告诉记者,孙典锋平时对万物充满好奇,特别善于观察。当儿子认出问荆草时,他也很惊讶。孙先生说,孩子没事就爱读书,或刷手机上的科普视频,学习自己感兴趣的知识。\n 目前,孙先生已将此事上报给相关部门。至于该地是否有“金矿”,还需等待勘探之后才能给出明确答复。\n 有问荆草不一定有金矿 \n 问荆草是什么,能用来找金矿吗?就此事,记者联络了辽宁省地质勘查院的专家王海鹏。王海鹏根据孙先生提供的视频和图片并对其进行辨认后表示,的确是问荆草和云母。但是,有问荆草并不一定有金矿,尤其当山体远离已知矿区时,这一种植物更不是唯一的判断依据。\n\n 通常情况下,问荆草在重金属富集的地方长得格外茂盛。它一旦占据上风,其他杂草便生长得稀少。因此,若要借助问荆草推断地下是否藏有矿藏,关键要看它是否为优势草种。\n\n 其次,孙先生拍摄的岩石图片中,那些亮闪闪的云母片,也并不是找金的“专属标志”。王海鹏辨认后表示,孙先生拍到的其实是黑云母片。黑云母在很多普通岩石里都能见到,单靠它不能断定有金。\n 真正让他觉得“希望较大”的,是另一张照片里的一块硅化褐铁矿化岩石。这种石头表面常有铁锈色,质地坚硬,是金矿常见的伴生现象。\n\n 王海鹏表示,结合问荆草优势群落、黑云母以及这块硅化褐铁矿化岩石,多重线索叠加,判断该地“大概率含金”。当然,最终结论还要等专业化学分析。\n 最后他提醒广大市民:发现了类似线索,一定要第一时间上报相关部门。私自勘查、开采都是违法行为,切勿尝试。\n 其实\n 很多地方都有这样潜在的“宝藏”\n 只是含金量多少\n 是否值得开采的问题\n 真正宝贵的“含金量”\n 是孩子闪闪发光的好奇心\n 是父亲尊重孩子爱好的耐心\n 这份珍贵的陪伴\n 远比一座金矿更加无价\n 也终将滋养孩子一生向阳成长\n\n新浪合作大平台期货开户 安全快捷有保障\n\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:朱赫楠","news_type":1,"symbols_score_info":{"159831":1.5,"159934":0.6,"518880":0.6,"GDX":1.5,"DUST":1.5,"MGCmain":1.5,"PHYS":1.5,"GBUG":1.5,"JDST":1.5,"QOmain":1.5,"RING":1.5,"GDXU":1.5,"AAAU":1.5,"1OZmain":1.5,"JNUG":1.5,"GLTR":1.5,"SGUmain":0.6,"GDXJ":1.5,"BTGD":1.5,"DULL":1.5,"GLD":0.6,"OUNZ":1.5,"SGCmain":0.6,"GOLY":1.5,"IAUM":1.5,"USG":1.5,"NUGT":0.6,"BEGS":1.5,"SGOL":1.5,"FGDL":1.5,"IAUI":1.5,"XME":1.5,"GCmain":1.5,"CEF":1.5,"GLL":1.5,"UGL":1.5,"PALL":1.5,"PICK":1.5,"GLDM":1.5,"DZZ":1.5,"BAR":1.5,"DGP":1.5,"GDXY":1.5,"DBC":1.5,"IAU":1.5,"GDXD":1.5}},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526314859700472,"gmtCreate":1769522542663,"gmtModify":1769522544002,"author":{"id":"3542188861039832","authorId":"3542188861039832","name":"韓子龍","avatar":"https://static.tigerbbs.com/af7f63cb667d33b08fec4713a09265a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3542188861039832","idStr":"3542188861039832"},"themes":[],"title":"","htmlText":"<a 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","text":"$兴业银锡(000426)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526314859700472","isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":420893840228440,"gmtCreate":1743788146685,"gmtModify":1743788147938,"author":{"id":"3542188861039832","authorId":"3542188861039832","name":"韓子龍","avatar":"https://static.tigerbbs.com/af7f63cb667d33b08fec4713a09265a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3542188861039832","idStr":"3542188861039832"},"themes":[],"title":"","htmlText":"这只是刚刚开始","listText":"这只是刚刚开始","text":"这只是刚刚开始","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420893840228440","repostId":"420791829340288","repostType":1,"repost":{"id":420791829340288,"gmtCreate":1743763252592,"gmtModify":1746579793848,"author":{"id":"49292430015452","authorId":"49292430015452","name":"管住手不瞎操作","avatar":"https://static.tigerbbs.com/8e46b3e3d0efdd6ce6be4cf48f9424e8","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"49292430015452","idStr":"49292430015452"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/UVXY\">$1.5倍做多恐慌指数短期期货ETF(UVXY)$ </a>来看看我最新分享的订单!","listText":"<a href=\"https://laohu8.com/S/UVXY\">$1.5倍做多恐慌指数短期期货ETF(UVXY)$ </a>来看看我最新分享的订单!","text":"$1.5倍做多恐慌指数短期期货ETF(UVXY)$ 来看看我最新分享的订单!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420791829340288","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412245839597600,"gmtCreate":1741666555844,"gmtModify":1741666557610,"author":{"id":"3542188861039832","authorId":"3542188861039832","name":"韓子龍","avatar":"https://static.tigerbbs.com/af7f63cb667d33b08fec4713a09265a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3542188861039832","idStr":"3542188861039832"},"themes":[],"title":"","htmlText":"跟随市场","listText":"跟随市场","text":"跟随市场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412245839597600","repostId":"1128844048","repostType":2,"repost":{"id":"1128844048","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":1741664588,"share":"https://www.laohu8.com/m/news/1128844048?lang=zh_CN&edition=full","pubTime":"2025-03-11 11:43","market":"us","language":"zh","title":"英伟达 “性价比” 飙升!华尔街热议:投资机遇来临?","url":"https://stock-news.laohu8.com/highlight/detail?id=1128844048","media":"老虎资讯综合","summary":"人工智能领域的宠儿英伟达近期股价走低,吸引了投资者的目光。","content":"<html><head></head><body><p>人工智能领域的宠儿英伟达近期股价走低,吸引了投资者的目光。Melius Research科技研究主管本·雷茨在周一给客户的报告中写道:“英伟达的远期市盈率比2022年11月30日ChatGPT发布时低了41%。当然,2025财年其净收入比2023财年增长了788%,收入也增长了384%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f633eb2eb1fb903d8b22c794522d59c\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">过去三年,受人工智能基础设施支出激增的推动,英伟达股价飙升了约370%。根据FactSet的数据,该股的远期市盈率目前约为24倍,低于2022年3月10日近40倍的远期市盈率。然而,过去一个月,该股下跌了约20%。</p><p style=\"text-align: start;\">近期股价下跌的导火索是1月下旬英伟达暴跌约17%,当时中国初创公司DeepSeek引发了投资者对人工智能支出和美国在该领域主导地位的担忧。雷茨指出,科技巨头苹果也曾经历过类似的轨迹,其远期市盈率从2007年发布iPhone时的33倍,降至2008年底的15倍。</p><p style=\"text-align: start;\">他写道:“移动趋势并未就此结束——苹果目前的市盈率为31倍,且规模更大(得益于其持久的装机基础和庞大的服务业务)。如果英伟达能在行业领导力上复制这一模式,我们回顾这段不确定时期时,可能会会心一笑。”</p><p style=\"text-align: start;\">Trivariate Research的亚当·帕克等人也持类似观点。他表示,即使英伟达的销售前景更加确定,其估值也变得“更具吸引力”。他在周日的报告中写道:“英伟达是高贝塔股票,这也是我们一个月前对‘七巨头’变得谨慎的原因之一。但该股较今年年初下跌了近25%,与其历史相比,其远期市盈率(目前为24倍)和企业价值与预测销售额的比率都处于相对较低的水平。与此同时,2025日历年度的销售前景现在看来比投资者几周前担心的更容易实现。”</p><p style=\"text-align: start;\">同样,摩根士丹利分析师约瑟夫·摩尔本周重申英伟达为首选股,理由是人工智能投资将成为半导体行业未来增长的催化剂。该公司对英伟达股票的评级为增持。摩尔在周日的报告中写道:“我们覆盖的人工智能/计算类公司的整体评论非常令人放心。在潜在的出口管制和深度求索的创新之后,这些公司继续看到超大规模企业的大量人工智能投资。”</p><p style=\"text-align: start;\">他们与华尔街大多数看好英伟达的分析师观点一致。根据伦敦证券交易所集团的数据,在覆盖英伟达的63位分析师中,57位给出了强力买入或买入评级。此外,英伟达的共识目标价约为172美元,意味着较当前水平有超过60%的上涨空间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e43ff8d085e062cd86067d7e62489b56\" title=\"\" tg-width=\"1032\" tg-height=\"360\"/></p><p><em>本文编译自 CNBC 《Wall Street can’t stop talking about how ‘cheap’ Nvidia is now》</em></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\" 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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 “性价比” 飙升!华尔街热议:投资机遇来临?\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\">2025-03-11 11:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>人工智能领域的宠儿英伟达近期股价走低,吸引了投资者的目光。Melius Research科技研究主管本·雷茨在周一给客户的报告中写道:“英伟达的远期市盈率比2022年11月30日ChatGPT发布时低了41%。当然,2025财年其净收入比2023财年增长了788%,收入也增长了384%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f633eb2eb1fb903d8b22c794522d59c\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">过去三年,受人工智能基础设施支出激增的推动,英伟达股价飙升了约370%。根据FactSet的数据,该股的远期市盈率目前约为24倍,低于2022年3月10日近40倍的远期市盈率。然而,过去一个月,该股下跌了约20%。</p><p style=\"text-align: start;\">近期股价下跌的导火索是1月下旬英伟达暴跌约17%,当时中国初创公司DeepSeek引发了投资者对人工智能支出和美国在该领域主导地位的担忧。雷茨指出,科技巨头苹果也曾经历过类似的轨迹,其远期市盈率从2007年发布iPhone时的33倍,降至2008年底的15倍。</p><p style=\"text-align: start;\">他写道:“移动趋势并未就此结束——苹果目前的市盈率为31倍,且规模更大(得益于其持久的装机基础和庞大的服务业务)。如果英伟达能在行业领导力上复制这一模式,我们回顾这段不确定时期时,可能会会心一笑。”</p><p style=\"text-align: start;\">Trivariate Research的亚当·帕克等人也持类似观点。他表示,即使英伟达的销售前景更加确定,其估值也变得“更具吸引力”。他在周日的报告中写道:“英伟达是高贝塔股票,这也是我们一个月前对‘七巨头’变得谨慎的原因之一。但该股较今年年初下跌了近25%,与其历史相比,其远期市盈率(目前为24倍)和企业价值与预测销售额的比率都处于相对较低的水平。与此同时,2025日历年度的销售前景现在看来比投资者几周前担心的更容易实现。”</p><p style=\"text-align: start;\">同样,摩根士丹利分析师约瑟夫·摩尔本周重申英伟达为首选股,理由是人工智能投资将成为半导体行业未来增长的催化剂。该公司对英伟达股票的评级为增持。摩尔在周日的报告中写道:“我们覆盖的人工智能/计算类公司的整体评论非常令人放心。在潜在的出口管制和深度求索的创新之后,这些公司继续看到超大规模企业的大量人工智能投资。”</p><p style=\"text-align: start;\">他们与华尔街大多数看好英伟达的分析师观点一致。根据伦敦证券交易所集团的数据,在覆盖英伟达的63位分析师中,57位给出了强力买入或买入评级。此外,英伟达的共识目标价约为172美元,意味着较当前水平有超过60%的上涨空间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e43ff8d085e062cd86067d7e62489b56\" title=\"\" tg-width=\"1032\" tg-height=\"360\"/></p><p><em>本文编译自 CNBC 《Wall Street can’t stop talking about how ‘cheap’ Nvidia is now》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/94518631ea8630131b1a8562c1b55bdd","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128844048","content_text":"人工智能领域的宠儿英伟达近期股价走低,吸引了投资者的目光。Melius Research科技研究主管本·雷茨在周一给客户的报告中写道:“英伟达的远期市盈率比2022年11月30日ChatGPT发布时低了41%。当然,2025财年其净收入比2023财年增长了788%,收入也增长了384%。过去三年,受人工智能基础设施支出激增的推动,英伟达股价飙升了约370%。根据FactSet的数据,该股的远期市盈率目前约为24倍,低于2022年3月10日近40倍的远期市盈率。然而,过去一个月,该股下跌了约20%。近期股价下跌的导火索是1月下旬英伟达暴跌约17%,当时中国初创公司DeepSeek引发了投资者对人工智能支出和美国在该领域主导地位的担忧。雷茨指出,科技巨头苹果也曾经历过类似的轨迹,其远期市盈率从2007年发布iPhone时的33倍,降至2008年底的15倍。他写道:“移动趋势并未就此结束——苹果目前的市盈率为31倍,且规模更大(得益于其持久的装机基础和庞大的服务业务)。如果英伟达能在行业领导力上复制这一模式,我们回顾这段不确定时期时,可能会会心一笑。”Trivariate Research的亚当·帕克等人也持类似观点。他表示,即使英伟达的销售前景更加确定,其估值也变得“更具吸引力”。他在周日的报告中写道:“英伟达是高贝塔股票,这也是我们一个月前对‘七巨头’变得谨慎的原因之一。但该股较今年年初下跌了近25%,与其历史相比,其远期市盈率(目前为24倍)和企业价值与预测销售额的比率都处于相对较低的水平。与此同时,2025日历年度的销售前景现在看来比投资者几周前担心的更容易实现。”同样,摩根士丹利分析师约瑟夫·摩尔本周重申英伟达为首选股,理由是人工智能投资将成为半导体行业未来增长的催化剂。该公司对英伟达股票的评级为增持。摩尔在周日的报告中写道:“我们覆盖的人工智能/计算类公司的整体评论非常令人放心。在潜在的出口管制和深度求索的创新之后,这些公司继续看到超大规模企业的大量人工智能投资。”他们与华尔街大多数看好英伟达的分析师观点一致。根据伦敦证券交易所集团的数据,在覆盖英伟达的63位分析师中,57位给出了强力买入或买入评级。此外,英伟达的共识目标价约为172美元,意味着较当前水平有超过60%的上涨空间。本文编译自 CNBC 《Wall Street can’t stop talking about how ‘cheap’ Nvidia is now》","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":2252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397105512591736,"gmtCreate":1737972236532,"gmtModify":1737972238412,"author":{"id":"3542188861039832","authorId":"3542188861039832","name":"韓子龍","avatar":"https://static.tigerbbs.com/af7f63cb667d33b08fec4713a09265a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3542188861039832","idStr":"3542188861039832"},"themes":[],"title":"","htmlText":"空头的借口","listText":"空头的借口","text":"空头的借口","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397105512591736","repostId":"2506932172","repostType":2,"repost":{"id":"2506932172","kind":"news","pubTimestamp":1737970500,"share":"https://www.laohu8.com/m/news/2506932172?lang=zh_CN&edition=full","pubTime":"2025-01-27 17:35","market":"hk","language":"zh","title":"阿斯麦、英伟达等科技股大跌 DeepSeek引发投资者恐慌","url":"https://stock-news.laohu8.com/highlight/detail?id=2506932172","media":"环球市场播报","summary":" 阿斯麦控股等科技股周一大跌,中国人工智能初创公司DeepSeek引发轰动,业内人士担心其已超越西方科技公司取得主导地位;英伟达一并走低,投资者担心DeepSeek的出现对于这家美国最具价值公司的影响。英伟达美国盘前一度走低8.3%,纳斯达克100指数期货下跌3%。 荷兰公司阿斯麦生产用于电动汽车、军事装备等各类产品的高端芯片制造设备,早前也因为人工智能支出的飙升而得益。","content":"<html><body><div>\n<p> 专题:DeepSeek为何能震动全球AI圈</p>\n<p> <a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>控股等科技股周一大跌,中国人工智能初创公司DeepSeek引发轰动,业内人士担心其已超越西方科技公司取得主导地位;<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>一并走低,投资者担心DeepSeek的出现对于这家美国最具价值公司的影响。</p>\n<p> 周一阿姆斯特丹早间交易时段,阿斯麦股价一度下跌9.4%,至634.70欧元,创去年10月15日以来的最大盘中跌幅。英伟达美国盘前一度走低8.3%,纳斯达克100指数期货下跌3%。</p>\n<p> 荷兰公司阿斯麦生产用于电动汽车、军事装备等各类产品的高端芯片制造设备,早前也因为人工智能支出的飙升而得益。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n<p>责任编辑:刘明亮 </p>\n</div></body></html>","source":"sina","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>阿斯麦、英伟达等科技股大跌 DeepSeek引发投资者恐慌</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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href=https://finance.sina.com.cn/tech/2025-01-27/doc-inehmepa7917799.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>专题:DeepSeek为何能震动全球AI圈\n 阿斯麦控股等科技股周一大跌,中国人工智能初创公司DeepSeek引发轰动,业内人士担心其已超越西方科技公司取得主导地位;英伟达一并走低,投资者担心DeepSeek的出现对于这家美国最具价值公司的影响。\n 周一阿姆斯特丹早间交易时段,阿斯麦股价一度下跌9.4%,至634.70欧元,创去年10月15日以来的最大盘中跌幅。英伟达美国盘前一度走低8.3%,...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2025-01-27/doc-inehmepa7917799.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","TTTN":"老虎中美互联网巨头ETF","ASML":"阿斯麦","NVDA":"英伟达"},"source_url":"https://finance.sina.com.cn/tech/2025-01-27/doc-inehmepa7917799.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2506932172","content_text":"专题:DeepSeek为何能震动全球AI圈\n 阿斯麦控股等科技股周一大跌,中国人工智能初创公司DeepSeek引发轰动,业内人士担心其已超越西方科技公司取得主导地位;英伟达一并走低,投资者担心DeepSeek的出现对于这家美国最具价值公司的影响。\n 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