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阿肉
阿肉
·
06-17 12:45
说明价格还没跌到位
小米集团-W：6月16日回购400万股，耗资约1.03亿港元
小米集团-W于2026年6月16日发布翌日披露报表，公布当日通过香港联交所场内回购400万股B类普通股，占公司当日已发行股本的约0.015%。每股回购价介乎港币25.52元至25.84元，合计动用资金1.0263亿港元。该部分股份拟予注销。上述发行完成后，截至2026年6月16日，公司B类普通股增至21,387,306,884股。公告显示，小米集团-W于2026年6月2日通过股份购回授权，获准回购最多2,583,952,309股。
小米集团-W：6月16日回购400万股，耗资约1.03亿港元
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阿肉
阿肉
·
06-12
为啥老有这种文章 三倍当然强于一倍
异动解读 | 地缘紧张缓解叠加科技股走强，纳指三倍做多ETF盘中大涨5.02%
纳指三倍做多ETF（TQQQ）今日盘中大涨5.02%，表现显著强于大盘。消息面上，市场风险偏好显著回升。美国对伊朗的最新一轮军事行动迅速告一段落，交易员回补股票仓位，市场对和平谈判恢复以及霍尔木兹海峡重开的预期升温，这为股市提供了积极情绪支撑。与此同时，以纳斯达克指数为核心的科技板块表现强劲。盘前，纳指期货上涨超过1%，大型科技股及存储芯片、光通信板块普遍上涨。此外，OpenAI考虑大幅降价以争夺市场份额的消息，也提振了人工智能相关板块的投资热情。这些因素共同推动了以科技股为主的纳斯达克指数上行，进而带动其杠杆产品TQQQ价格大幅攀升。
异动解读 | 地缘紧张缓解叠加科技股走强，纳指三倍做多ETF盘中大涨5.02%
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阿肉
阿肉
·
06-05
什么垃圾ai文章 51不了结 跌下来了40块了结？
异动解读｜Planet Labs夜盘下跌5.35%，Q1业绩超预期但市场选择获利了结
6月5日，Planet Labs夜盘下跌5.35%，报41.2美元/股，成交额13.09万美元。消息面上，公司于盘后发布2027财年第一季度财报，尽管业绩全面超出市场预期，股价仍遭抛售。财报显示，公司Q1营收9420万美元，同比增长42%，超出分析师预期的9000万美元；调整后每股亏损0.03美元，优于市场预期的亏损0.04美元。然而，公司股价此前已从52周低点3.76美元大幅攀升至43美元以上，市销率高达31倍，在高估值背景下，市场对业绩利好选择兑现获利。
异动解读｜Planet Labs夜盘下跌5.35%，Q1业绩超预期但市场选择获利了结
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阿肉
阿肉
·
06-03
$恒生科技指数(HSTECH)$
再多的钱都亏的完
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阿肉
阿肉
·
05-15
没天理了 这财报还跌
应用材料(AMAT.US)盘前跌2.9%
应用材料(AMAT.US)盘前跌2.9%
应用材料(AMAT.US)盘前跌2.9%
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阿肉
阿肉
·
05-07
你倒是卖空呀
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阿肉
阿肉
·
05-05
$美光科技(MU)$
到700没什么问题 当然肯定之后有回调 但是要是那么多散户都准备抄底的回调是不可能存在的。一定会涨到空狗都去加仓了 才会下跌
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阿肉
阿肉
·
02-26
这种成功一生只会有一次 所哟他以后的预测基本都不对
《大空头》原型Michael Burry：英伟达的“采购承诺”与思科在互联网泡沫顶峰时期的情况如出一辙
因《大空头》成名的迈克尔·贝里正在加倍坚持他对英伟达的看空观点，对该芯片制造商最新财报中的一项数据敲响警钟，称其与上世纪90年代末互联网泡沫顶峰时期的模式相似。贝里在周四发布于Substack的新闻通讯中指出，英伟达的采购义务激增，从去年同期的161亿美元攀升至952亿美元。诚然，这位投资者指出，英伟达目前超过70%的利润率高于当时思科的水平，这可能提供一些下行保护。英伟达股价周四早盘跌幅超5%。
《大空头》原型Michael Burry：英伟达的“采购承诺”与思科在互联网泡沫顶峰时期的情况如出一辙
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阿肉
阿肉
·
02-25
citron我看十几年了 他们除了黑中概股真的有道理 其他都扯淡
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阿肉
阿肉
·
02-25
黄金也是大宗还不是涨？ 又不是说大宗去就不值钱
香橼狙击闪迪(SNDK.US)：当成英伟达(NVDA.US)来炒？别做梦了，你卖的只是大宗商品！
后者公开宣布已建立闪迪的空头头寸，并尖锐指出，市场对其股价的定价方式存在严重误判。受此消息影响，闪迪股价在周二盘中一度下跌近8%。香橼认为，当前NAND闪存需求和价格的飙升是典型的周期性现象，而这一周期正在接近顶峰。香橼将行业巨头三星电子视为闪迪面临的最大威胁，并详细阐述了三星惯用的竞争策略。目前，闪迪正处在一个关键的转型期。
香橼狙击闪迪(SNDK.US)：当成英伟达(NVDA.US)来炒？别做梦了，你卖的只是大宗商品！
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18:22","market":"sh","language":"zh","title":"小米集团-W：6月16日回购400万股，耗资约1.03亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1166580571","media":"公告速递","summary":"小米集团-W于2026年6月16日发布翌日披露报表，公布当日通过香港联交所场内回购400万股B类普通股，占公司当日已发行股本的约0.015%。每股回购价介乎港币25.52元至25.84元，合计动用资金1.0263亿港元。该部分股份拟予注销。上述发行完成后，截至2026年6月16日，公司B类普通股增至21,387,306,884股。公告显示，小米集团-W于2026年6月2日通过股份购回授权，获准回购最多2,583,952,309股。","content":"<p>小米集团-W（01810）于2026年6月16日发布翌日披露报表，公布当日通过香港联交所场内回购400万股B类普通股，占公司当日已发行股本（不包括库藏股）的约0.015%。每股回购价介乎港币25.52元至25.84元，合计动用资金1.0263亿港元（约1.03亿港元）。该部分股份拟予注销。</p>\n<p>此外，公司于2026年6月12日、6月15日及6月16日，分别就股份奖励方式向除公司董事外的参与人发行50,800股、108,600股及27,000股B类普通股，发行价分别为每股港币2.55元、2.70元及1.85元，对应占发行前已发行股本（不包括库藏股）的约0.0002%、0.0004%及0.0001%。上述发行完成后，截至2026年6月16日，公司B类普通股增至21,387,306,884股。</p>\n<p>公告显示，小米集团-W于2026年6月2日通过股份购回授权，获准回购最多2,583,952,309股。截至本公告披露日，公司已累计回购股数达26,100,000股，占购回授权通过当日已发行股本（不包括库藏股）的约0.1%。</p>\n<p>公司在公告中确认，股份发行及回购事宜已严格遵守香港联交所证券上市规则及相关法律法规。本公告由小米集团-W首席财务官林世伟签署。</p>","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>小米集团-W：6月16日回购400万股，耗资约1.03亿港元</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{ 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{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小米集团-W：6月16日回购400万股，耗资约1.03亿港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1097772564\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/ed558ed0402cbe7d1ef4d150458f2b2e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">公告速递 </p>\n<p class=\"h-time\">2026-06-16 18:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>小米集团-W（01810）于2026年6月16日发布翌日披露报表，公布当日通过香港联交所场内回购400万股B类普通股，占公司当日已发行股本（不包括库藏股）的约0.015%。每股回购价介乎港币25.52元至25.84元，合计动用资金1.0263亿港元（约1.03亿港元）。该部分股份拟予注销。</p>\n<p>此外，公司于2026年6月12日、6月15日及6月16日，分别就股份奖励方式向除公司董事外的参与人发行50,800股、108,600股及27,000股B类普通股，发行价分别为每股港币2.55元、2.70元及1.85元，对应占发行前已发行股本（不包括库藏股）的约0.0002%、0.0004%及0.0001%。上述发行完成后，截至2026年6月16日，公司B类普通股增至21,387,306,884股。</p>\n<p>公告显示，小米集团-W于2026年6月2日通过股份购回授权，获准回购最多2,583,952,309股。截至本公告披露日，公司已累计回购股数达26,100,000股，占购回授权通过当日已发行股本（不包括库藏股）的约0.1%。</p>\n<p>公司在公告中确认，股份发行及回购事宜已严格遵守香港联交所证券上市规则及相关法律法规。本公告由小米集团-W首席财务官林世伟签署。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166580571","content_text":"小米集团-W（01810）于2026年6月16日发布翌日披露报表，公布当日通过香港联交所场内回购400万股B类普通股，占公司当日已发行股本（不包括库藏股）的约0.015%。每股回购价介乎港币25.52元至25.84元，合计动用资金1.0263亿港元（约1.03亿港元）。该部分股份拟予注销。\n此外，公司于2026年6月12日、6月15日及6月16日，分别就股份奖励方式向除公司董事外的参与人发行50,800股、108,600股及27,000股B类普通股，发行价分别为每股港币2.55元、2.70元及1.85元，对应占发行前已发行股本（不包括库藏股）的约0.0002%、0.0004%及0.0001%。上述发行完成后，截至2026年6月16日，公司B类普通股增至21,387,306,884股。\n公告显示，小米集团-W于2026年6月2日通过股份购回授权，获准回购最多2,583,952,309股。截至本公告披露日，公司已累计回购股数达26,100,000股，占购回授权通过当日已发行股本（不包括库藏股）的约0.1%。\n公司在公告中确认，股份发行及回购事宜已严格遵守香港联交所证券上市规则及相关法律法规。本公告由小米集团-W首席财务官林世伟签署。","news_type":1,"symbols_score_info":{"01810":1}},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":574490283190456,"gmtCreate":1781270367866,"gmtModify":1781271615226,"author":{"id":"3575261823915715","authorId":"3575261823915715","name":"阿肉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575261823915715","authorIdStr":"3575261823915715"},"themes":[],"title":"","htmlText":"为啥老有这种文章 三倍当然强于一倍","listText":"为啥老有这种文章 三倍当然强于一倍","text":"为啥老有这种文章 三倍当然强于一倍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574490283190456","repostId":"1120402975","repostType":2,"repost":{"id":"1120402975","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1781186251,"share":"https://www.laohu8.com/m/news/1120402975?lang=zh_CN&edition=full","pubTime":"2026-06-11 21:57","market":"sg","language":"zh","title":"异动解读 | 地缘紧张缓解叠加科技股走强，纳指三倍做多ETF盘中大涨5.02%","url":"https://stock-news.laohu8.com/highlight/detail?id=1120402975","media":"异动解读","summary":"纳指三倍做多ETF（TQQQ）今日盘中大涨5.02%，表现显著强于大盘。消息面上，市场风险偏好显著回升。美国对伊朗的最新一轮军事行动迅速告一段落，交易员回补股票仓位，市场对和平谈判恢复以及霍尔木兹海峡重开的预期升温，这为股市提供了积极情绪支撑。与此同时，以纳斯达克指数为核心的科技板块表现强劲。盘前，纳指期货上涨超过1%，大型科技股及存储芯片、光通信板块普遍上涨。此外，OpenAI考虑大幅降价以争夺市场份额的消息，也提振了人工智能相关板块的投资热情。这些因素共同推动了以科技股为主的纳斯达克指数上行，进而带动其杠杆产品TQQQ价格大幅攀升。","content":"<p>纳指三倍做多ETF（TQQQ）今日盘中大涨5.02%，表现显著强于大盘。</p><p>消息面上，市场风险偏好显著回升。美国对伊朗的最新一轮军事行动迅速告一段落，交易员回补股票仓位，市场对和平谈判恢复以及霍尔木兹海峡重开的预期升温，这为股市提供了积极情绪支撑。</p><p>与此同时，以纳斯达克指数为核心的科技板块表现强劲。盘前，纳指期货上涨超过1%，大型科技股及存储芯片、光通信板块普遍上涨。此外，OpenAI考虑大幅降价以争夺市场份额的消息，也提振了人工智能相关板块的投资热情。这些因素共同推动了以科技股为主的纳斯达克指数上行，进而带动其杠杆产品TQQQ价格大幅攀升。</p>","source":"ai_movement_cn","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>异动解读 | 地缘紧张缓解叠加科技股走强，纳指三倍做多ETF盘中大涨5.02%</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异动解读 | 地缘紧张缓解叠加科技股走强，纳指三倍做多ETF盘中大涨5.02%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2026-06-11 21:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>纳指三倍做多ETF（TQQQ）今日盘中大涨5.02%，表现显著强于大盘。</p><p>消息面上，市场风险偏好显著回升。美国对伊朗的最新一轮军事行动迅速告一段落，交易员回补股票仓位，市场对和平谈判恢复以及霍尔木兹海峡重开的预期升温，这为股市提供了积极情绪支撑。</p><p>与此同时，以纳斯达克指数为核心的科技板块表现强劲。盘前，纳指期货上涨超过1%，大型科技股及存储芯片、光通信板块普遍上涨。此外，OpenAI考虑大幅降价以争夺市场份额的消息，也提振了人工智能相关板块的投资热情。这些因素共同推动了以科技股为主的纳斯达克指数上行，进而带动其杠杆产品TQQQ价格大幅攀升。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TQQQ":"纳指三倍做多ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120402975","content_text":"纳指三倍做多ETF（TQQQ）今日盘中大涨5.02%，表现显著强于大盘。消息面上，市场风险偏好显著回升。美国对伊朗的最新一轮军事行动迅速告一段落，交易员回补股票仓位，市场对和平谈判恢复以及霍尔木兹海峡重开的预期升温，这为股市提供了积极情绪支撑。与此同时，以纳斯达克指数为核心的科技板块表现强劲。盘前，纳指期货上涨超过1%，大型科技股及存储芯片、光通信板块普遍上涨。此外，OpenAI考虑大幅降价以争夺市场份额的消息，也提振了人工智能相关板块的投资热情。这些因素共同推动了以科技股为主的纳斯达克指数上行，进而带动其杠杆产品TQQQ价格大幅攀升。","news_type":1,"symbols_score_info":{"TQQQ":1}},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571902938199864,"gmtCreate":1780637009045,"gmtModify":1780637486861,"author":{"id":"3575261823915715","authorId":"3575261823915715","name":"阿肉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575261823915715","authorIdStr":"3575261823915715"},"themes":[],"title":"","htmlText":"什么垃圾ai文章 51不了结 跌下来了40块了结？","listText":"什么垃圾ai文章 51不了结 跌下来了40块了结？","text":"什么垃圾ai文章 51不了结 跌下来了40块了结？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571902938199864","repostId":"1163006694","repostType":2,"repost":{"id":"1163006694","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1780618048,"share":"https://www.laohu8.com/m/news/1163006694?lang=zh_CN&edition=full","pubTime":"2026-06-05 08:07","market":"hk","language":"zh","title":"异动解读｜Planet Labs夜盘下跌5.35%，Q1业绩超预期但市场选择获利了结","url":"https://stock-news.laohu8.com/highlight/detail?id=1163006694","media":"行情直击","summary":"6月5日，Planet Labs夜盘下跌5.35%，报41.2美元/股，成交额13.09万美元。消息面上，公司于盘后发布2027财年第一季度财报，尽管业绩全面超出市场预期，股价仍遭抛售。财报显示，公司Q1营收9420万美元，同比增长42%，超出分析师预期的9000万美元；调整后每股亏损0.03美元，优于市场预期的亏损0.04美元。然而，公司股价此前已从52周低点3.76美元大幅攀升至43美元以上，市销率高达31倍，在高估值背景下，市场对业绩利好选择兑现获利。","content":"<p><p>6月5日，Planet Labs夜盘下跌5.35%，报41.2美元/股，成交额13.09万美元。消息面上，公司于盘后发布2027财年第一季度财报，尽管业绩全面超出市场预期，股价仍遭抛售。</p><p>财报显示，公司Q1营收9420万美元，同比增长42%，超出分析师预期的9000万美元；调整后每股亏损0.03美元，优于市场预期的亏损0.04美元。Q2营收指引1.02亿至1.07亿美元，高于分析师预期的1.009亿美元；全年营收指引从此前的4.15亿-4.4亿美元上调至4.25亿-4.41亿美元。然而，公司股价此前已从52周低点3.76美元大幅攀升至43美元以上，市销率高达31倍，在高估值背景下，市场对业绩利好选择兑现获利。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>","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>异动解读｜Planet Labs夜盘下跌5.35%，Q1业绩超预期但市场选择获利了结</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; 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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异动解读｜Planet Labs夜盘下跌5.35%，Q1业绩超预期但市场选择获利了结\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059448697\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-06-05 08:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>6月5日，Planet Labs夜盘下跌5.35%，报41.2美元/股，成交额13.09万美元。消息面上，公司于盘后发布2027财年第一季度财报，尽管业绩全面超出市场预期，股价仍遭抛售。</p><p>财报显示，公司Q1营收9420万美元，同比增长42%，超出分析师预期的9000万美元；调整后每股亏损0.03美元，优于市场预期的亏损0.04美元。Q2营收指引1.02亿至1.07亿美元，高于分析师预期的1.009亿美元；全年营收指引从此前的4.15亿-4.4亿美元上调至4.25亿-4.41亿美元。然而，公司股价此前已从52周低点3.76美元大幅攀升至43美元以上，市销率高达31倍，在高估值背景下，市场对业绩利好选择兑现获利。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PL":"Planet Labs Pbc"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163006694","content_text":"6月5日，Planet Labs夜盘下跌5.35%，报41.2美元/股，成交额13.09万美元。消息面上，公司于盘后发布2027财年第一季度财报，尽管业绩全面超出市场预期，股价仍遭抛售。财报显示，公司Q1营收9420万美元，同比增长42%，超出分析师预期的9000万美元；调整后每股亏损0.03美元，优于市场预期的亏损0.04美元。Q2营收指引1.02亿至1.07亿美元，高于分析师预期的1.009亿美元；全年营收指引从此前的4.15亿-4.4亿美元上调至4.25亿-4.41亿美元。然而，公司股价此前已从52周低点3.76美元大幅攀升至43美元以上，市销率高达31倍，在高估值背景下，市场对业绩利好选择兑现获利。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"PL":1}},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571104121020512,"gmtCreate":1780453895857,"gmtModify":1780456099704,"author":{"id":"3575261823915715","authorId":"3575261823915715","name":"阿肉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575261823915715","authorIdStr":"3575261823915715"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a> 再多的钱都亏的完","listText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a> 再多的钱都亏的完","text":"$恒生科技指数(HSTECH)$ 再多的钱都亏的完","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/571104121020512","isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564431201367088,"gmtCreate":1778834904959,"gmtModify":1778834907469,"author":{"id":"3575261823915715","authorId":"3575261823915715","name":"阿肉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575261823915715","authorIdStr":"3575261823915715"},"themes":[],"title":"","htmlText":"没天理了 这财报还跌","listText":"没天理了 这财报还跌","text":"没天理了 这财报还跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564431201367088","repostId":"2635704302","repostType":2,"repost":{"id":"2635704302","kind":"news","pubTimestamp":1778832934,"share":"https://www.laohu8.com/m/news/2635704302?lang=zh_CN&edition=full","pubTime":"2026-05-15 16:15","market":"hk","language":"zh","title":"应用材料(AMAT.US)盘前跌2.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=2635704302","media":"每日经济新闻","summary":"应用材料(AMAT.US)盘前跌2.9%","content":"<div>\n<p>5月15日，应用材料(AMAT.US)盘前跌2.9%。（文章来源：每日经济新闻）</p>\n\n<a href=\"http://finance.eastmoney.com/a/202605153738925053.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","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>应用材料(AMAT.US)盘前跌2.9%</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; 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href=\"http://finance.eastmoney.com/a/202605153738925053.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0238689110.USD":"贝莱德环球动力股票基金","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4518":"OLED概念","LU0553294199.USD":"BGF GLOBAL 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ACC"},"source_url":"http://finance.eastmoney.com/a/202605153738925053.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2635704302","content_text":"5月15日，应用材料(AMAT.US)盘前跌2.9%。（文章来源：每日经济新闻）","news_type":1,"symbols_score_info":{"AMAT":1.5}},"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561635082466232,"gmtCreate":1778149639565,"gmtModify":1778149642150,"author":{"id":"3575261823915715","authorId":"3575261823915715","name":"阿肉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575261823915715","authorIdStr":"3575261823915715"},"themes":[],"title":"","htmlText":"你倒是卖空呀","listText":"你倒是卖空呀","text":"你倒是卖空呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561635082466232","isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560993280145312,"gmtCreate":1777993031056,"gmtModify":1777993033233,"author":{"id":"3575261823915715","authorId":"3575261823915715","name":"阿肉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575261823915715","authorIdStr":"3575261823915715"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a><v-v data-views=\"1\"></v-v> 到700没什么问题 当然肯定之后有回调 但是要是那么多散户都准备抄底的回调是不可能存在的。一定会涨到空狗都去加仓了 才会下跌","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a><v-v data-views=\"1\"></v-v> 到700没什么问题 当然肯定之后有回调 但是要是那么多散户都准备抄底的回调是不可能存在的。一定会涨到空狗都去加仓了 才会下跌","text":"$美光科技(MU)$ 到700没什么问题 当然肯定之后有回调 但是要是那么多散户都准备抄底的回调是不可能存在的。一定会涨到空狗都去加仓了 才会下跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560993280145312","isVote":1,"tweetType":1,"viewCount":3768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536984690324648,"gmtCreate":1772120773625,"gmtModify":1772120776323,"author":{"id":"3575261823915715","authorId":"3575261823915715","name":"阿肉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575261823915715","authorIdStr":"3575261823915715"},"themes":[],"title":"","htmlText":"这种成功一生只会有一次 所哟他以后的预测基本都不对","listText":"这种成功一生只会有一次 所哟他以后的预测基本都不对","text":"这种成功一生只会有一次 所哟他以后的预测基本都不对","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536984690324648","repostId":"1135715002","repostType":2,"repost":{"id":"1135715002","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":1772120011,"share":"https://www.laohu8.com/m/news/1135715002?lang=zh_CN&edition=full","pubTime":"2026-02-26 23:33","market":"us","language":"zh","title":"《大空头》原型Michael Burry：英伟达的“采购承诺”与思科在互联网泡沫顶峰时期的情况如出一辙","url":"https://stock-news.laohu8.com/highlight/detail?id=1135715002","media":"老虎资讯综合","summary":"因《大空头》成名的迈克尔·贝里正在加倍坚持他对英伟达的看空观点，对该芯片制造商最新财报中的一项数据敲响警钟，称其与上世纪90年代末互联网泡沫顶峰时期的模式相似。贝里在周四发布于Substack的新闻通讯中指出，英伟达的采购义务激增，从去年同期的161亿美元攀升至952亿美元。诚然，这位投资者指出，英伟达目前超过70%的利润率高于当时思科的水平，这可能提供一些下行保护。英伟达股价周四早盘跌幅超5%。","content":"<html><head></head><body><p style=\"text-align: start;\">因《大空头》成名的迈克尔·贝里（Michael Burry）正在加倍坚持他对英伟达的看空观点，对该芯片制造商最新财报中的一项数据敲响警钟，称其与上世纪90年代末互联网泡沫顶峰时期的模式相似。</p><p style=\"text-align: start;\">贝里在周四发布于Substack的新闻通讯中指出，英伟达的采购义务激增，从去年同期的161亿美元攀升至952亿美元。包括库存和采购协议在内的总供应义务目前约为1170亿美元，几乎与英伟达的年运营现金流相当。</p><p style=\"text-align: start;\">在周三的公司第四财季财报电话会议上，英伟达首席财务官科莱特·克雷斯表示，库存环比增长了8%，并且英伟达"战略性地锁定了库存和产能，以满足比通常更远的未来几个季度的需求"。</p><p style=\"text-align: start;\">在贝里看来，英伟达的表态表明，这家美国最大的上市公司在确切了解未来需求强度之前，就承诺购买大量供应。这意味着更多资金被更长时间地困在库存中。</p><p style=\"text-align: start;\"><strong>"并非暂时现象"</strong></p><p style=\"text-align: start;\">他写道："现在发生的一切并非暂时现象。这不是出口冲击，甚至不是外部因素造成的。这源于其商业计划内部。这一新现实反映了一个深思熟虑的决定，即比以往任何时候都更进一步地锁定供应链产能。"</p><p style=\"text-align: start;\">这位著名投资者将当前情况与上世纪90年代末至2000年代初互联网泡沫顶峰时期的思科公司相提并论。</p><p style=\"text-align: start;\">在2000年和2001年，思科为确保产能以满足其快速增长预期，锁定了大量的供应承诺。当企业技术支出突然骤降时，思科面临的是无法消化的过剩库存和合同义务。该公司最终不得不减记数十亿美元，其股价也随之暴跌。</p><p style=\"text-align: start;\">"这并非业务如常。这是风险，"贝里在谈到英伟达时表示。"在2000-2001年期间，思科延长了与供应商的采购承诺，以确保其预期的50%年增长率所需的产能，"他说。</p><p style=\"text-align: start;\">诚然，这位投资者指出，英伟达目前超过70%的利润率高于当时思科的水平，这可能提供一些下行保护。但贝里认为，这些利润率是由异常强劲的需求和英伟达的提价能力所推动的。</p><p style=\"text-align: start;\">他写道："这类利润率可能会随着需求的变化而迅速回落。"</p><p style=\"text-align: start;\"><strong>回应担忧</strong></p><p style=\"text-align: start;\">尽管如此，并非所有人都将这种积压视为警示信号。罗森布拉特证券（Rosenblatt Securities）的分析师表示，管理层在本季度回应了投资者的多重担忧，包括GPU产能、来自定制芯片的竞争、电力供应、内存供应和客户融资等问题。</p><p style=\"text-align: start;\">罗森布拉特分析师在给客户的报告中写道："我们认为这是一个充满信心的管理团队，他们将支持客户对其下一代平台的需求，并继续引领人工智能市场的发展。"</p><p style=\"text-align: start;\">这家华尔街公司周四将对英伟达的12个月目标价从245美元上调至300美元，这意味着未来一年有超过50%的上涨空间。</p><p style=\"text-align: start;\">英伟达股价周四早盘跌幅超5%。在ChatGPT推出后，该股在2023-2025年期间曾大幅飙升，但进入2026年以来，其涨幅不到1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/faa4f7dc20572ad2edc6778390adc845\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>《大空头》原型Michael Burry：英伟达的“采购承诺”与思科在互联网泡沫顶峰时期的情况如出一辙</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《大空头》原型Michael Burry：英伟达的“采购承诺”与思科在互联网泡沫顶峰时期的情况如出一辙\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\">2026-02-26 23:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">因《大空头》成名的迈克尔·贝里（Michael Burry）正在加倍坚持他对英伟达的看空观点，对该芯片制造商最新财报中的一项数据敲响警钟，称其与上世纪90年代末互联网泡沫顶峰时期的模式相似。</p><p style=\"text-align: start;\">贝里在周四发布于Substack的新闻通讯中指出，英伟达的采购义务激增，从去年同期的161亿美元攀升至952亿美元。包括库存和采购协议在内的总供应义务目前约为1170亿美元，几乎与英伟达的年运营现金流相当。</p><p style=\"text-align: start;\">在周三的公司第四财季财报电话会议上，英伟达首席财务官科莱特·克雷斯表示，库存环比增长了8%，并且英伟达"战略性地锁定了库存和产能，以满足比通常更远的未来几个季度的需求"。</p><p style=\"text-align: start;\">在贝里看来，英伟达的表态表明，这家美国最大的上市公司在确切了解未来需求强度之前，就承诺购买大量供应。这意味着更多资金被更长时间地困在库存中。</p><p style=\"text-align: start;\"><strong>"并非暂时现象"</strong></p><p style=\"text-align: start;\">他写道："现在发生的一切并非暂时现象。这不是出口冲击，甚至不是外部因素造成的。这源于其商业计划内部。这一新现实反映了一个深思熟虑的决定，即比以往任何时候都更进一步地锁定供应链产能。"</p><p style=\"text-align: start;\">这位著名投资者将当前情况与上世纪90年代末至2000年代初互联网泡沫顶峰时期的思科公司相提并论。</p><p style=\"text-align: start;\">在2000年和2001年，思科为确保产能以满足其快速增长预期，锁定了大量的供应承诺。当企业技术支出突然骤降时，思科面临的是无法消化的过剩库存和合同义务。该公司最终不得不减记数十亿美元，其股价也随之暴跌。</p><p style=\"text-align: start;\">"这并非业务如常。这是风险，"贝里在谈到英伟达时表示。"在2000-2001年期间，思科延长了与供应商的采购承诺，以确保其预期的50%年增长率所需的产能，"他说。</p><p style=\"text-align: start;\">诚然，这位投资者指出，英伟达目前超过70%的利润率高于当时思科的水平，这可能提供一些下行保护。但贝里认为，这些利润率是由异常强劲的需求和英伟达的提价能力所推动的。</p><p style=\"text-align: start;\">他写道："这类利润率可能会随着需求的变化而迅速回落。"</p><p style=\"text-align: start;\"><strong>回应担忧</strong></p><p style=\"text-align: start;\">尽管如此，并非所有人都将这种积压视为警示信号。罗森布拉特证券（Rosenblatt Securities）的分析师表示，管理层在本季度回应了投资者的多重担忧，包括GPU产能、来自定制芯片的竞争、电力供应、内存供应和客户融资等问题。</p><p style=\"text-align: start;\">罗森布拉特分析师在给客户的报告中写道："我们认为这是一个充满信心的管理团队，他们将支持客户对其下一代平台的需求，并继续引领人工智能市场的发展。"</p><p style=\"text-align: start;\">这家华尔街公司周四将对英伟达的12个月目标价从245美元上调至300美元，这意味着未来一年有超过50%的上涨空间。</p><p style=\"text-align: start;\">英伟达股价周四早盘跌幅超5%。在ChatGPT推出后，该股在2023-2025年期间曾大幅飙升，但进入2026年以来，其涨幅不到1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/faa4f7dc20572ad2edc6778390adc845\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/ae469a7b0a9accd31adbf51772f5ec50","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135715002","content_text":"因《大空头》成名的迈克尔·贝里（Michael Burry）正在加倍坚持他对英伟达的看空观点，对该芯片制造商最新财报中的一项数据敲响警钟，称其与上世纪90年代末互联网泡沫顶峰时期的模式相似。贝里在周四发布于Substack的新闻通讯中指出，英伟达的采购义务激增，从去年同期的161亿美元攀升至952亿美元。包括库存和采购协议在内的总供应义务目前约为1170亿美元，几乎与英伟达的年运营现金流相当。在周三的公司第四财季财报电话会议上，英伟达首席财务官科莱特·克雷斯表示，库存环比增长了8%，并且英伟达\"战略性地锁定了库存和产能，以满足比通常更远的未来几个季度的需求\"。在贝里看来，英伟达的表态表明，这家美国最大的上市公司在确切了解未来需求强度之前，就承诺购买大量供应。这意味着更多资金被更长时间地困在库存中。\"并非暂时现象\"他写道：\"现在发生的一切并非暂时现象。这不是出口冲击，甚至不是外部因素造成的。这源于其商业计划内部。这一新现实反映了一个深思熟虑的决定，即比以往任何时候都更进一步地锁定供应链产能。\"这位著名投资者将当前情况与上世纪90年代末至2000年代初互联网泡沫顶峰时期的思科公司相提并论。在2000年和2001年，思科为确保产能以满足其快速增长预期，锁定了大量的供应承诺。当企业技术支出突然骤降时，思科面临的是无法消化的过剩库存和合同义务。该公司最终不得不减记数十亿美元，其股价也随之暴跌。\"这并非业务如常。这是风险，\"贝里在谈到英伟达时表示。\"在2000-2001年期间，思科延长了与供应商的采购承诺，以确保其预期的50%年增长率所需的产能，\"他说。诚然，这位投资者指出，英伟达目前超过70%的利润率高于当时思科的水平，这可能提供一些下行保护。但贝里认为，这些利润率是由异常强劲的需求和英伟达的提价能力所推动的。他写道：\"这类利润率可能会随着需求的变化而迅速回落。\"回应担忧尽管如此，并非所有人都将这种积压视为警示信号。罗森布拉特证券（Rosenblatt Securities）的分析师表示，管理层在本季度回应了投资者的多重担忧，包括GPU产能、来自定制芯片的竞争、电力供应、内存供应和客户融资等问题。罗森布拉特分析师在给客户的报告中写道：\"我们认为这是一个充满信心的管理团队，他们将支持客户对其下一代平台的需求，并继续引领人工智能市场的发展。\"这家华尔街公司周四将对英伟达的12个月目标价从245美元上调至300美元，这意味着未来一年有超过50%的上涨空间。英伟达股价周四早盘跌幅超5%。在ChatGPT推出后，该股在2023-2025年期间曾大幅飙升，但进入2026年以来，其涨幅不到1%。","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536584469115936,"gmtCreate":1772021152200,"gmtModify":1772023667451,"author":{"id":"3575261823915715","authorId":"3575261823915715","name":"阿肉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575261823915715","authorIdStr":"3575261823915715"},"themes":[],"title":"","htmlText":"citron我看十几年了 他们除了黑中概股真的有道理 其他都扯淡","listText":"citron我看十几年了 他们除了黑中概股真的有道理 其他都扯淡","text":"citron我看十几年了 他们除了黑中概股真的有道理 其他都扯淡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/536584469115936","isVote":1,"tweetType":1,"viewCount":2723,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000187","authorId":"9000000000000187","name":"PeterMoore","avatar":"https://static.tigerbbs.com/999ddb8936398ccbb2193658ca1848c1","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000187","authorIdStr":"9000000000000187"},"content":"Citron就中概黑得准，其他全是瞎扯！","text":"Citron就中概黑得准，其他全是瞎扯！","html":"Citron就中概黑得准，其他全是瞎扯！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536442617082808,"gmtCreate":1771988322552,"gmtModify":1771988325563,"author":{"id":"3575261823915715","authorId":"3575261823915715","name":"阿肉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575261823915715","authorIdStr":"3575261823915715"},"themes":[],"title":"","htmlText":"黄金也是大宗还不是涨？ 又不是说大宗去就不值钱","listText":"黄金也是大宗还不是涨？ 又不是说大宗去就不值钱","text":"黄金也是大宗还不是涨？ 又不是说大宗去就不值钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536442617082808","repostId":"2614451720","repostType":2,"repost":{"id":"2614451720","kind":"news","pubTimestamp":1771983176,"share":"https://www.laohu8.com/m/news/2614451720?lang=zh_CN&edition=full","pubTime":"2026-02-25 09:32","market":"fut","language":"zh","title":"香橼狙击闪迪(SNDK.US)：当成英伟达(NVDA.US)来炒？别做梦了，你卖的只是大宗商品！","url":"https://stock-news.laohu8.com/highlight/detail?id=2614451720","media":"智通财经","summary":"后者公开宣布已建立闪迪的空头头寸，并尖锐指出，市场对其股价的定价方式存在严重误判。受此消息影响，闪迪股价在周二盘中一度下跌近8%。香橼认为，当前NAND闪存需求和价格的飙升是典型的周期性现象，而这一周期正在接近顶峰。香橼将行业巨头三星电子视为闪迪面临的最大威胁，并详细阐述了三星惯用的竞争策略。目前，闪迪正处在一个关键的转型期。","content":"<html><body><p>智通财经APP获悉，受益于存储芯片超级周期而一路飙升的<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>(SNDK.US)，在周二遭遇了来自知名做空机构香橼研究(Citron Research)的当头一棒。后者公开宣布已建立闪迪的空头头寸，并尖锐指出，市场对其股价的定价方式存在严重误判。</p><p>受此消息影响，闪迪股价在周二盘中一度下跌近8%。尽管这一跌幅与其年内迄今约175%的惊人涨幅，以及过去一年超过1200%的累计回报相比显得微不足道，但做空机构的入场无疑为这轮火箭式上涨投下了一道长长的阴影。</p><p><strong>“<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>有护城河，闪迪卖的是大宗商品”</strong></p><p>香橼在社交媒体平台X上发布的帖子中直言不讳地表示：“市场正在像定价英伟达(NVDA.US)一样定价闪迪。但有一个问题：英伟达拥有护城河，而闪迪销售的是一种大宗商品。”这则评论直指闪迪商业模式的核心脆弱性——其产品NAND闪存的强周期性。</p><p>香橼认为，当前NAND闪存需求和价格的飙升是典型的周期性现象，而这一周期正在接近顶峰。他们援引历史经验警告称：“我们在2008年、2012年、2018年都见过这一幕。这次不会有什么不同。存储芯片是一个周期性行业，而周期总会见顶。”</p><p>香橼强调，NAND内存的供应短缺局面可能迅速逆转，甚至“在一次财报电话会议后就消失”。</p><p>香橼将行业巨头<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>(SSNLF.US)视为闪迪面临的最大威胁，并详细阐述了<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>惯用的竞争策略。该机构指出，三星拥有长达30年优先考虑市场份额而非利润的历史。“他们会等待像闪迪这样的纯制造商在50%的高毛利率上感到舒适，然后‘按下开关’，通过增加供应来挤压价格。”</p><p>更紧迫的是，香橼观察到三星正在改变战术，直接侵入闪迪的核心领地。“三星刚刚告诉全世界，他们不会以低于50%毛利率的价格出售产品，并且正在将他们最好的芯片转移到与闪迪相同的高端固态硬盘市场。”Citron警告称，三星不再是仅仅凭借产能优势的“大猩猩”，他们正凭借更低价、更先进的技术去争夺闪迪的核心客户。</p><p><strong>重要股东减持引发更多疑虑</strong></p><p>除了行业竞争和周期因素，香橼还特别指出了另一关键信号：长期投资者<a href=\"https://laohu8.com/S/WDC\">西部数据</a>(WDC.US)的持续减持。作为闪迪的前母公司，西部数据正在通过一系列二次发行剥离其剩余股份。</p><p>香橼对此评论道：“当电视上的权威人士鼓噪着将散户投资者赶进‘牛市列车’时，长期投资者西部数据几天前却在比现价低25%的位置卖出了大量持股。问问自己为什么。因为他们知道周期正接近顶峰，他们不会等待钟声响起。”</p><p><img src=\"https://img.zhitongcaijing.com/image/20260225/1771982604235786.png?x-oss-process=image/format,jpg/quality,q_60\" title=\"1771982604235786.png\"/></p><p>值得注意的是，就在Citron宣布做空的前不久，闪迪刚刚发布了一份远超华尔街预期的第二季度财报。得益于数据中心对企业级SSD的旺盛需求，公司营收实现了可观的环比增长，并给出了乐观的第三季度展望。这份强劲的业绩报告本已推动股价进一步走高，使得香橼的做空时机显得尤为意味深长。</p><p>目前，闪迪正处在一个关键的转型期。随着西部数据的退出，公司正作为一家完全独立的实体，试图抓住AI和数据中心带来的NAND闪存需求增长机遇。然而，香橼的做空行动，无疑给这场“周期性与结构性增长”之间的市场辩论投下了重要一票。该公司下一份定于美东时间5月15日发布的第三季度财报，将成为检验市场信心和行业走向的下一个关键节点。</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>香橼狙击闪迪(SNDK.US)：当成英伟达(NVDA.US)来炒？别做梦了，你卖的只是大宗商品！</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香橼狙击闪迪(SNDK.US)：当成英伟达(NVDA.US)来炒？别做梦了，你卖的只是大宗商品！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-25 09:32 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1406942.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，受益于存储芯片超级周期而一路飙升的闪迪(SNDK.US)，在周二遭遇了来自知名做空机构香橼研究(Citron Research)的当头一棒。后者公开宣布已建立闪迪的空头头寸，并尖锐指出，市场对其股价的定价方式存在严重误判。受此消息影响，闪迪股价在周二盘中一度下跌近8%。尽管这一跌幅与其年内迄今约175%的惊人涨幅，以及过去一年超过1200%的累计回报相比显得微不足道，但做空机构...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1406942.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" 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Research)的当头一棒。后者公开宣布已建立闪迪的空头头寸，并尖锐指出，市场对其股价的定价方式存在严重误判。受此消息影响，闪迪股价在周二盘中一度下跌近8%。尽管这一跌幅与其年内迄今约175%的惊人涨幅，以及过去一年超过1200%的累计回报相比显得微不足道，但做空机构的入场无疑为这轮火箭式上涨投下了一道长长的阴影。“英伟达有护城河，闪迪卖的是大宗商品”香橼在社交媒体平台X上发布的帖子中直言不讳地表示：“市场正在像定价英伟达(NVDA.US)一样定价闪迪。但有一个问题：英伟达拥有护城河，而闪迪销售的是一种大宗商品。”这则评论直指闪迪商业模式的核心脆弱性——其产品NAND闪存的强周期性。香橼认为，当前NAND闪存需求和价格的飙升是典型的周期性现象，而这一周期正在接近顶峰。他们援引历史经验警告称：“我们在2008年、2012年、2018年都见过这一幕。这次不会有什么不同。存储芯片是一个周期性行业，而周期总会见顶。”香橼强调，NAND内存的供应短缺局面可能迅速逆转，甚至“在一次财报电话会议后就消失”。香橼将行业巨头三星电子(SSNLF.US)视为闪迪面临的最大威胁，并详细阐述了三星惯用的竞争策略。该机构指出，三星拥有长达30年优先考虑市场份额而非利润的历史。“他们会等待像闪迪这样的纯制造商在50%的高毛利率上感到舒适，然后‘按下开关’，通过增加供应来挤压价格。”更紧迫的是，香橼观察到三星正在改变战术，直接侵入闪迪的核心领地。“三星刚刚告诉全世界，他们不会以低于50%毛利率的价格出售产品，并且正在将他们最好的芯片转移到与闪迪相同的高端固态硬盘市场。”Citron警告称，三星不再是仅仅凭借产能优势的“大猩猩”，他们正凭借更低价、更先进的技术去争夺闪迪的核心客户。重要股东减持引发更多疑虑除了行业竞争和周期因素，香橼还特别指出了另一关键信号：长期投资者西部数据(WDC.US)的持续减持。作为闪迪的前母公司，西部数据正在通过一系列二次发行剥离其剩余股份。香橼对此评论道：“当电视上的权威人士鼓噪着将散户投资者赶进‘牛市列车’时，长期投资者西部数据几天前却在比现价低25%的位置卖出了大量持股。问问自己为什么。因为他们知道周期正接近顶峰，他们不会等待钟声响起。”值得注意的是，就在Citron宣布做空的前不久，闪迪刚刚发布了一份远超华尔街预期的第二季度财报。得益于数据中心对企业级SSD的旺盛需求，公司营收实现了可观的环比增长，并给出了乐观的第三季度展望。这份强劲的业绩报告本已推动股价进一步走高，使得香橼的做空时机显得尤为意味深长。目前，闪迪正处在一个关键的转型期。随着西部数据的退出，公司正作为一家完全独立的实体，试图抓住AI和数据中心带来的NAND闪存需求增长机遇。然而，香橼的做空行动，无疑给这场“周期性与结构性增长”之间的市场辩论投下了重要一票。该公司下一份定于美东时间5月15日发布的第三季度财报，将成为检验市场信心和行业走向的下一个关键节点。","news_type":1,"symbols_score_info":{"NVDU":0.6,"NVDG":0.6,"SNVD.UK":0.6,"NVII":0.6,"NVDS.UK":0.6,"NVDY":0.6,"NVDD":0.6,"2NVD.UK":0.6,"ANV":0.6,"NVDS":0.6,"NVDB":0.6,"NVDQ":0.6,"3NVD.UK":0.6,"NVD3.UK":0.6,"NVIW.SI":0.6,"NVD":0.6,"DIPS":0.6,"NVDW":0.6,"SNDK":1.97,"NVD2.UK":0.6,"NVDX":0.6,"NVDA":1.84}},"isVote":1,"tweetType":1,"viewCount":1264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}