建仓、增仓、减仓、清_老虎社区_美港股上老虎

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&nbsp; &nbsp; 建仓、增仓、减仓、清仓都是正常现象，出于各自的角度都可能有合理正当的理由，从你的角度获利了解最好，并不能必然否定基于我看法的建仓、增仓的正确性。况且再有名的投资基金也有犯错的时候，他们的投资策略可以作为参考，而谨慎跟风。\n&nbsp; &nbsp; &nbsp;就像巴菲特大幅减持比亚迪，不代表比亚迪有什么问题，别人有大把的利润逢高兑现也是人之常情，或许他有了更好的投资计划以腾笼换鸟。他吃了大口的肉，你接过来喝口汤有不错啊，况且谁又能断定你今后不能继续在此股票上赚得盆满钵满呢？！</body></html>","htmlText":"<html><head></head><body>&nbsp; &nbsp; &nbsp; 建仓、增仓、减仓、清仓都是正常现象，出于各自的角度都可能有合理正当的理由，从你的角度获利了解最好，并不能必然否定基于我看法的建仓、增仓的正确性。况且再有名的投资基金也有犯错的时候，他们的投资策略可以作为参考，而谨慎跟风。\n&nbsp; &nbsp; &nbsp;就像巴菲特大幅减持比亚迪，不代表比亚迪有什么问题，别人有大把的利润逢高兑现也是人之常情，或许他有了更好的投资计划以腾笼换鸟。他吃了大口的肉，你接过来喝口汤有不错啊，况且谁又能断定你今后不能继续在此股票上赚得盆满钵满呢？！</body></html>","text":"建仓、增仓、减仓、清仓都是正常现象，出于各自的角度都可能有合理正当的理由，从你的角度获利了解最好，并不能必然否定基于我看法的建仓、增仓的正确性。况且再有名的投资基金也有犯错的时候，他们的投资策略可以作为参考，而谨慎跟风。 就像巴菲特大幅减持比亚迪，不代表比亚迪有什么问题，别人有大把的利润逢高兑现也是人之常情，或许他有了更好的投资计划以腾笼换鸟。他吃了大口的肉，你接过来喝口汤有不错啊，况且谁又能断定你今后不能继续在此股票上赚得盆满钵满呢？！","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/183786125996088","repostId":1149219414,"repostType":2,"repost":{"id":"1149219414","pubTimestamp":1685848144,"share":"https://www.laohu8.com/m/news/1149219414?lang=&edition=full","pubTime":"2023-06-04 11:09","market":"us","language":"zh","title":"AI过热后套现来了！罗斯柴尔德家族“减持”英伟达","url":"https://stock-news.laohu8.com/highlight/detail?id=1149219414","media":"华尔街见闻","summary":"目前AI概念处于“婴儿期的泡沫”，而美联储的加息周期或许还未结束。","content":"<html><head></head><body>作者：李丹人工智能（AI）热潮汹涌之际，英伟达的一家长线投资者正在减仓，在股价暴涨时借机套现。而且这家机构的来头着实不小。资管机构Edmond de Rothschild Asset Management总部位于瑞士日内瓦的，目前管理资产规模790亿瑞郎、约合871亿美元，为拥有200多年历史的欧洲老牌金融世家罗斯柴尔德（Rothschild）家族所有。Edmond de Rothschild至少从2020年末起持仓超配英伟达，而最近在受益于AI概念的英伟达大涨之际，已经部分获利了结。公司全球首席投资官（CIO）Benjamin Melman最近透露，目前所持的英伟达头寸比过去“小得多”。Melman说：<blockquote>“我们会加仓AI科技吗？鉴于AI估值太高，我们越来越不那么确定……如果（估值）继续增长，我们甚至会变得更加谨慎。”</blockquote>英伟达的发言人谢绝对Edmond de Rothschild减持置评。目前多数华尔街分析师还认为，英伟达有进一步上涨的空间。在FactSet调查的49名分析师中，41名对英伟达给出买入评级，比去年10月给予这一评级的人数30人增加约三分之一。这些分析师对英伟达给出的12个月平均目标价略低于432美元，意味着股价将较本周四收盘涨约9%。在Edmond de Rothschild透露减仓前，本周二，英伟达的股价刚刚连续第三日创历史新高，也是在上周公布凸显AI需求强劲的一季度财报后连涨三日、连续三日股价创新高。周二早盘，英伟达的市值一度因股价涨超7%而突破1万亿美元，收盘时市值逼近万亿美元关口。尽管周三股价回落、收跌近6%，周四涨超5%后周五又小幅回落，英伟达仍最有希望成为全球首家市值上万亿美元的芯片企业。其市值已较去年10月所创的两年低谷增加超过6500亿美元。作为AI底层算力龙头，英伟达无疑是最近AI概念投资狂热的一大赢家。截至本周三，5月全月股价累涨超过36%，今年初以来股价涨了1.6倍。<img src=\"https://static.tigerbbs.com/b56218f8cc45c15acc4f194f7b2ebfa3\" title=\"\" tg-width=\"560\" tg-height=\"240\"/>在AI热潮和美联储将暂停加息的市场预期带动下，纳斯达克100指数今年5月累涨7.6%，回报率创2005年以来同期新高。媒体指出，科技股与标普500指数其他行业板块的溢价创历史新高。事实上，最近华尔街已经坦言AI估值太高。去年以来华尔街预测最准确的分析师、美国银行策略分析师Michael Hartnett在报告中表示，科技股和AI概念股的估值过高，建议投资者可以抛售美股了。Hartnett称，目前AI概念处于“婴儿期的泡沫”，而美联储的加息周期或许还未结束。过去的泡沫形成通常是因“宽松货币政策”而起，以加息结束。以史为鉴，他认为需要在标普500位于4200点时开始抛售。</body></html>","source":"live_wallstreetcn","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>AI过热后套现来了！罗斯柴尔德家族“减持”英伟达</title>\n<style 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}\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\">\nAI过热后套现来了！罗斯柴尔德家族“减持”英伟达\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-04 11:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3690264>华尔街见闻</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n作者：李丹人工智能（AI）热潮汹涌之际，英伟达的一家长线投资者正在减仓，在股价暴涨时借机套现。而且这家机构的来头着实不小。资管机构Edmond de Rothschild Asset Management总部位于瑞士日内瓦的，目前管理资产规模790亿瑞郎、约合871亿美元，为拥有200多年历史的欧洲老牌金融世家罗斯柴尔德（Rothschild）家族所有。Edmond de Rothschild至少...\n\n<a href=\"https://wallstreetcn.com/articles/3690264\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/853f04402eeb0e2f136a0b63cd51c243","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3690264","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1149219414","content_text":"作者：李丹人工智能（AI）热潮汹涌之际，英伟达的一家长线投资者正在减仓，在股价暴涨时借机套现。而且这家机构的来头着实不小。资管机构Edmond de Rothschild Asset Management总部位于瑞士日内瓦的，目前管理资产规模790亿瑞郎、约合871亿美元，为拥有200多年历史的欧洲老牌金融世家罗斯柴尔德（Rothschild）家族所有。Edmond de Rothschild至少从2020年末起持仓超配英伟达，而最近在受益于AI概念的英伟达大涨之际，已经部分获利了结。公司全球首席投资官（CIO）Benjamin Melman最近透露，目前所持的英伟达头寸比过去“小得多”。Melman说：“我们会加仓AI科技吗？鉴于AI估值太高，我们越来越不那么确定……如果（估值）继续增长，我们甚至会变得更加谨慎。”英伟达的发言人谢绝对Edmond de Rothschild减持置评。目前多数华尔街分析师还认为，英伟达有进一步上涨的空间。在FactSet调查的49名分析师中，41名对英伟达给出买入评级，比去年10月给予这一评级的人数30人增加约三分之一。这些分析师对英伟达给出的12个月平均目标价略低于432美元，意味着股价将较本周四收盘涨约9%。在Edmond de Rothschild透露减仓前，本周二，英伟达的股价刚刚连续第三日创历史新高，也是在上周公布凸显AI需求强劲的一季度财报后连涨三日、连续三日股价创新高。周二早盘，英伟达的市值一度因股价涨超7%而突破1万亿美元，收盘时市值逼近万亿美元关口。尽管周三股价回落、收跌近6%，周四涨超5%后周五又小幅回落，英伟达仍最有希望成为全球首家市值上万亿美元的芯片企业。其市值已较去年10月所创的两年低谷增加超过6500亿美元。作为AI底层算力龙头，英伟达无疑是最近AI概念投资狂热的一大赢家。截至本周三，5月全月股价累涨超过36%，今年初以来股价涨了1.6倍。在AI热潮和美联储将暂停加息的市场预期带动下，纳斯达克100指数今年5月累涨7.6%，回报率创2005年以来同期新高。媒体指出，科技股与标普500指数其他行业板块的溢价创历史新高。事实上，最近华尔街已经坦言AI估值太高。去年以来华尔街预测最准确的分析师、美国银行策略分析师Michael Hartnett在报告中表示，科技股和AI概念股的估值过高，建议投资者可以抛售美股了。Hartnett称，目前AI概念处于“婴儿期的泡沫”，而美联储的加息周期或许还未结束。过去的泡沫形成通常是因“宽松货币政策”而起，以加息结束。以史为鉴，他认为需要在标普500位于4200点时开始抛售。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1626,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["01211"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":421,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":8000563,"gmtCreate":1685913692615,"gmtModify":1685913696197,"authorId":10000000000010344,"author":{"id":10000000000010344,"authorId":10000000000010344,"name":"你懂的盼","avatar":"https://static.tigerbbs.com/b236fdccfdb0530242ae425de1d77179","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":183786125996088,"type":1,"supId":0,"prevId":0,"content":"虽然减仓了，但我相信巴菲特还是看好电动车这个行业的","text":"虽然减仓了，但我相信巴菲特还是看好电动车这个行业的","html":"虽然减仓了，但我相信巴菲特还是看好电动车这个行业的","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":8000566,"gmtCreate":1685913746618,"gmtModify":1685913750211,"authorId":10000000000010316,"author":{"id":10000000000010316,"authorId":10000000000010316,"name":"阿咕咕咕","avatar":"https://static.tigerbbs.com/12a0c58374df69e6142a95d96017b500","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":183786125996088,"type":1,"supId":0,"prevId":0,"content":"那他现在在关注什么行业的股票啊","text":"那他现在在关注什么行业的股票啊","html":"那他现在在关注什么行业的股票啊","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":8000565,"gmtCreate":1685913727618,"gmtModify":1685913731703,"authorId":10000000000010316,"author":{"id":10000000000010316,"authorId":10000000000010316,"name":"俯瞰繁华","avatar":"https://static.tigerbbs.com/566d1b7159811709d3390ba1abb197c5","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":183786125996088,"type":1,"supId":0,"prevId":0,"content":"有时候巴菲特的举动也没有这么有参考","text":"有时候巴菲特的举动也没有这么有参考","html":"有时候巴菲特的举动也没有这么有参考","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":8000564,"gmtCreate":1685913711295,"gmtModify":1685913714819,"authorId":10000000000010312,"author":{"id":10000000000010312,"authorId":10000000000010312,"name":"瓦特蒸汽机","avatar":"https://static.tigerbbs.com/d49afd91469d067c569c8f26a2fc3b6e","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":183786125996088,"type":1,"supId":0,"prevId":0,"content":"清仓都是正常现象，你说得其实很对","text":"清仓都是正常现象，你说得其实很对","html":"清仓都是正常现象，你说得其实很对","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":8000562,"gmtCreate":1685913677988,"gmtModify":1685913681547,"authorId":10000000000010316,"author":{"id":10000000000010316,"authorId":10000000000010316,"name":"牛回速速归","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":183786125996088,"type":1,"supId":0,"prevId":0,"content":"我感觉BYD这只股票还有上涨空间","text":"我感觉BYD这只股票还有上涨空间","html":"我感觉BYD这只股票还有上涨空间","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}

AI过热后套现来了！罗斯柴尔德家族“减持”英伟达

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