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- 贺电贺电
  ·2025-07-07
  $Booking Holdings(BKNG)$
  273 评论
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- 贺电贺电
  ·2025-06-27
  $Booking Holdings(BKNG)$
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- 贺电贺电
  ·2024-02-16
  一个做主机房的有那么高的市值也是服了
  超微电脑再创历史新高，美银分析师称其收入会高速增长
  投资者可能还没有充分认识到超微电脑的潜力。
  超微电脑再创历史新高，美银分析师称其收入会高速增长
  1,265 评论
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- 贺电贺电
  ·2023-11-28
  $拼多多(PDD)$ 现在拼多多退店严重。
  824 评论
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- 贺电贺电
  ·2023-04-01
  不会的，只有失业率大幅提升，通胀才能下来，美联储才能停止加息，这个无解，如果现在观望，肯定通胀还会起来，
  “6200亿浮亏”+“0.3%通胀”=美联储停止加息吗？
  最新通胀数据，和整个银行体系的不稳定，让摆在鲍威尔面前的选择不再那么艰难：停下来吧。在最新通胀数据放缓的刺激下，3月美股以大涨收官。叠加贯穿整个3月的银行业危机，投资者普遍翘首盼望鲍威尔能悬崖勒马，停
  “6200亿浮亏”+“0.3%通胀”=美联储停止加息吗？
  4,277 评论
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data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/BKNG\">$Booking Holdings(BKNG)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$Booking Holdings(BKNG)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450265814069472","isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274467274170600,"gmtCreate":1708046378878,"gmtModify":1708046664893,"author":{"id":"4098015465309680","authorId":"4098015465309680","name":"贺电","avatar":"https://static.tigerbbs.com/d4d0b36b7f0103a9ef21045ef6d2e21a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098015465309680","idStr":"4098015465309680"},"themes":[],"htmlText":"一个做主机房的有那么高的市值也是服了","listText":"一个做主机房的有那么高的市值也是服了","text":"一个做主机房的有那么高的市值也是服了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/274467274170600","repostId":"1194350001","repostType":2,"repost":{"id":"1194350001","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":1708014582,"share":"https://www.laohu8.com/m/news/1194350001?lang=zh_CN&edition=full","pubTime":"2024-02-16 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/>\n<title>超微电脑再创历史新高，美银分析师称其收入会高速增长</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 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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超微电脑再创历史新高，美银分析师称其收入会高速增长\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\">2024-02-16 00:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四，超微电脑盘中大涨超10%再创历史新高。该股近期走出了一波疯狂上涨行情，月内大涨超80%，年内大涨超240%，近12个月暴涨近900%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc22ddb8c1224b2cc777677f5e3b2dd6\" tg-width=\"560\" tg-height=\"240\"/></p><p>美银分析师近日称，投资者可能还没有充分认识到超微电脑的潜力，人工智能服务器的市场规模远大于华尔街的预期。</p><p>在他看来，服务器市场在过去17年中的历史年增长率为5.5%，而在未来三年中，年均复合增长率可能达到50%。而超微电脑的收入增速甚至会超过50%，因为该公司可以扩大市场份额。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/22b18d250e544bd40cec2deecfc059ca","relate_stocks":{"SMCI":"超微电脑"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194350001","content_text":"周四，超微电脑盘中大涨超10%再创历史新高。该股近期走出了一波疯狂上涨行情，月内大涨超80%，年内大涨超240%，近12个月暴涨近900%。美银分析师近日称，投资者可能还没有充分认识到超微电脑的潜力，人工智能服务器的市场规模远大于华尔街的预期。在他看来，服务器市场在过去17年中的历史年增长率为5.5%，而在未来三年中，年均复合增长率可能达到50%。而超微电脑的收入增速甚至会超过50%，因为该公司可以扩大市场份额。","news_type":1,"symbols_score_info":{"SMCI":1.1}},"isVote":1,"tweetType":1,"viewCount":1265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":246424358731904,"gmtCreate":1701183446081,"gmtModify":1701184000852,"author":{"id":"4098015465309680","authorId":"4098015465309680","name":"贺电","avatar":"https://static.tigerbbs.com/d4d0b36b7f0103a9ef21045ef6d2e21a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098015465309680","idStr":"4098015465309680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"0\"></v-v>现在拼多多退店严重。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"0\"></v-v>现在拼多多退店严重。","text":"$拼多多(PDD)$ 现在拼多多退店严重。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/246424358731904","isVote":1,"tweetType":1,"viewCount":824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653069791,"gmtCreate":1680341395513,"gmtModify":1680346387718,"author":{"id":"4098015465309680","authorId":"4098015465309680","name":"贺电","avatar":"https://static.tigerbbs.com/d4d0b36b7f0103a9ef21045ef6d2e21a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098015465309680","idStr":"4098015465309680"},"themes":[],"htmlText":"不会的，只有失业率大幅提升，通胀才能下来，美联储才能停止加息，这个无解，如果现在观望，肯定通胀还会起来，","listText":"不会的，只有失业率大幅提升，通胀才能下来，美联储才能停止加息，这个无解，如果现在观望，肯定通胀还会起来，","text":"不会的，只有失业率大幅提升，通胀才能下来，美联储才能停止加息，这个无解，如果现在观望，肯定通胀还会起来，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653069791","repostId":"1152965406","repostType":2,"repost":{"id":"1152965406","kind":"news","pubTimestamp":1680314552,"share":"https://www.laohu8.com/m/news/1152965406?lang=zh_CN&edition=full","pubTime":"2023-04-01 10:02","market":"us","language":"zh","title":"“6200亿浮亏”+“0.3%通胀”=美联储停止加息吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1152965406","media":"华尔街见闻","summary":"最新通胀数据，和整个银行体系的不稳定，让摆在鲍威尔面前的选择不再那么艰难：停下来吧。在最新通胀数据放缓的刺激下，3月美股以大涨收官。叠加贯穿整个3月的银行业危机，投资者普遍翘首盼望鲍威尔能悬崖勒马，停","content":"<html><head></head><body><blockquote><strong>最新通胀数据，和整个银行体系的不稳定，让摆在鲍威尔面前的选择不再那么艰难：停下来吧。</strong></blockquote><p style=\"text-align: justify;\">在最新通胀数据放缓的刺激下，3月美股以大涨收官。叠加贯穿整个3月的银行业危机，投资者普遍翘首盼望鲍威尔能悬崖勒马，停止加息。</p><p style=\"text-align: justify;\">美国商务部公布最新通胀数据显示，2月剔除能源和食品后核心PCE物价指数同比增长4.6%，环比增长0.3%，均低于市场预期和1月增速。2月总体PCE物价指数同比增长5%，虽然还高于美联储的目标2%，但和环比0.3%的增速也都低于预期和1月水平，与核心PCE均创一年半来最低同比增速。</p><p style=\"text-align: justify;\">PCE物价指数被视为美联储最关注的通胀数据。有市场分析指出，这一数据增速放缓显示通胀已有所降温，再考虑到最近金融体系动荡对美国经济的冲击，美联储可能在下一次议息会议上选择暂时观望，而不是继续加息。</p><p style=\"text-align: justify;\">此外，华尔街见闻曾多次提及，美国联邦存款保险公司（FDIC）的四季度和去年年度数据显示，截至去年末，美国银行业投资低收益债券的账面未实现亏损合计约6200亿美元，这还是较三季度有所减少的水平。</p><p style=\"text-align: justify;\">债券投资浮亏是导致硅谷银行倒闭、引爆美国银行危机的导火索。尽管对具有系统重要性的大银行而言，这部分浮亏可控。但随着加息和通胀持续，风险会越滚越大。</p><p style=\"text-align: justify;\">因为银行会受到两端挤压：利率上升之下，储户倾向于把存款转移到利率更高的货比基金中，导致银行存款流失；而同时，美债走熊也会让银行持有的债券市值降低。</p><p style=\"text-align: justify;\">FDIC数据显示，去年，美国商业银行自1948年来首次出现存款下滑。整个一季度，货币基金市场获得4500亿美元净流入，银行存款则有3000亿美元净流出。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/772891ae12bf82addc6f0a58e0ac51ba\" tg-width=\"500\" tg-height=\"332\"/></p><p style=\"text-align: justify;\">而最近的银行倒闭恐慌，让中小银行的经受的流动性考验尤其严酷：在截至3月15号的一周内，美国社区银行和地区银行存款净流出1000亿美元。</p><p style=\"text-align: justify;\">只要加息持续，风险就会继续累积。大多数投资者和银行业的高管都没有经历过利率飙升叠加高额投资亏损、以及严重的存款外逃这种组合拳。</p><p style=\"text-align: justify;\">至少，周五的通胀数据，让摆在鲍威尔面前的选择不再那么艰难：停下来吧。</p></body></html>","source":"wallstreetcn_api","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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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“6200亿浮亏”+“0.3%通胀”=美联储停止加息吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-01 10:02 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3685488><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最新通胀数据，和整个银行体系的不稳定，让摆在鲍威尔面前的选择不再那么艰难：停下来吧。在最新通胀数据放缓的刺激下，3月美股以大涨收官。叠加贯穿整个3月的银行业危机，投资者普遍翘首盼望鲍威尔能悬崖勒马，停止加息。美国商务部公布最新通胀数据显示，2月剔除能源和食品后核心PCE物价指数同比增长4.6%，环比增长0.3%，均低于市场预期和1月增速。2月总体PCE物价指数同比增长5%，虽然还高于美联储的目标...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3685488\">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/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3685488","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152965406","content_text":"最新通胀数据，和整个银行体系的不稳定，让摆在鲍威尔面前的选择不再那么艰难：停下来吧。在最新通胀数据放缓的刺激下，3月美股以大涨收官。叠加贯穿整个3月的银行业危机，投资者普遍翘首盼望鲍威尔能悬崖勒马，停止加息。美国商务部公布最新通胀数据显示，2月剔除能源和食品后核心PCE物价指数同比增长4.6%，环比增长0.3%，均低于市场预期和1月增速。2月总体PCE物价指数同比增长5%，虽然还高于美联储的目标2%，但和环比0.3%的增速也都低于预期和1月水平，与核心PCE均创一年半来最低同比增速。PCE物价指数被视为美联储最关注的通胀数据。有市场分析指出，这一数据增速放缓显示通胀已有所降温，再考虑到最近金融体系动荡对美国经济的冲击，美联储可能在下一次议息会议上选择暂时观望，而不是继续加息。此外，华尔街见闻曾多次提及，美国联邦存款保险公司（FDIC）的四季度和去年年度数据显示，截至去年末，美国银行业投资低收益债券的账面未实现亏损合计约6200亿美元，这还是较三季度有所减少的水平。债券投资浮亏是导致硅谷银行倒闭、引爆美国银行危机的导火索。尽管对具有系统重要性的大银行而言，这部分浮亏可控。但随着加息和通胀持续，风险会越滚越大。因为银行会受到两端挤压：利率上升之下，储户倾向于把存款转移到利率更高的货比基金中，导致银行存款流失；而同时，美债走熊也会让银行持有的债券市值降低。FDIC数据显示，去年，美国商业银行自1948年来首次出现存款下滑。整个一季度，货币基金市场获得4500亿美元净流入，银行存款则有3000亿美元净流出。而最近的银行倒闭恐慌，让中小银行的经受的流动性考验尤其严酷：在截至3月15号的一周内，美国社区银行和地区银行存款净流出1000亿美元。只要加息持续，风险就会继续累积。大多数投资者和银行业的高管都没有经历过利率飙升叠加高额投资亏损、以及严重的存款外逃这种组合拳。至少，周五的通胀数据，让摆在鲍威尔面前的选择不再那么艰难：停下来吧。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}