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品子
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·
04:51
要怎么了天天生病，盘后要跌了
英伟达(NVDA.O)美股盘后跌2%。
英伟达(NVDA.O)美股盘后跌2%。
英伟达(NVDA.O)美股盘后跌2%。
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品子
·
04-29 22:13
希望美梦成真
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·
04-29 18:08
这个消息很久说华为替代，空头要拿出来说
据报中国科技巨头将测试新AI芯片，英伟达股价承压
本周一（4月29日）， $英伟达(NVDA)$ 盘中一度跌超4%，最终收跌2.05%，报108.73美元：周一有报道称，一家中国科技巨头将测试新AI芯片，旨在与英伟达竞争。据知情人士消息，这家中国科技巨头正准备测试其迄今最先进的人工智能处理器，此举可能帮助这家中国科技巨头替代英伟达的部分高端产品。据称，这款名为Ascend910D的新芯片预计将于5月底以样品批次形式推出。
据报中国科技巨头将测试新AI芯片，英伟达股价承压
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·
04-29 02:55
$英伟达(NVDA)$
每家公司都有风险，不知道大家怎么看
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·
04-25
$英伟达(NVDA)$
英伟达太弱了
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品子
·
04-25
这算好消息吗，看到达哥坏消息天天都麻木了，分不清了
亚马逊与英伟达：AI数据中心需求持续强劲，建设步伐并未放缓
亚马逊与英伟达高管周四表示，尽管经济衰退担忧引发投资者对科技公司可能缩减计划的猜测，但人工智能数据中心的建设步伐并未放缓。富国银行分析师本周一援引行业消息称，亚马逊云服务正在暂停部分数据中心租赁承诺。当时投资者担忧其高效AI模型可能降低数据中心能耗预期。帕克强调，英伟达观察到人工智能正推动算力与能源需求持续攀升。
亚马逊与英伟达：AI数据中心需求持续强劲，建设步伐并未放缓
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·
04-24
$中国宝安(000009)$
持有你五年了，无语😓
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·
04-24
天天都是利空，没有利好的吗
“三大利空”即将考验英伟达
“三大利空”因素包括：将于5月15日生效的AI扩散规则、美国超大规模客户的AI需求及资本支出，以及潜在关税对利润率的影响。在计提55亿美元费用后，花旗预计英伟达即将公布的第一财季销售额可能仅比市场预期高出约5亿美元。更令人担忧的是第二财季的展望，花旗预计其销售额将环比持平，约为440亿美元。
“三大利空”即将考验英伟达
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·
04-23
现在股价根本没有办法说明
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·
04-23
$英伟达(NVDA)$
最近看都是空
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ETF"},"source_url":"https://www.ushknews.com/","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2531922867","content_text":"英伟达(NVDA.O)美股盘后跌2%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429727800718176,"gmtCreate":1745936028512,"gmtModify":1745936030525,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568281304096151","idStr":"3568281304096151"},"themes":[],"htmlText":"希望美梦成真","listText":"希望美梦成真","text":"希望美梦成真","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429727800718176","isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429669756473536,"gmtCreate":1745921310854,"gmtModify":1745921312100,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568281304096151","idStr":"3568281304096151"},"themes":[],"htmlText":"这个消息很久说华为替代，空头要拿出来说","listText":"这个消息很久说华为替代，空头要拿出来说","text":"这个消息很久说华为替代，空头要拿出来说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429669756473536","repostId":"1130449017","repostType":2,"repost":{"id":"1130449017","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":1745884145,"share":"https://www.laohu8.com/m/news/1130449017?lang=&edition=full","pubTime":"2025-04-29 07:49","market":"us","language":"zh","title":"据报中国科技巨头将测试新AI芯片，英伟达股价承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1130449017","media":"老虎资讯综合","summary":"本周一（4月29日）， $英伟达(NVDA)$ 盘中一度跌超4%，最终收跌2.05%，报108.73美元：周一有报道称，一家中国科技巨头将测试新AI芯片，旨在与英伟达竞争。据知情人士消息，这家中国科技巨头正准备测试其迄今最先进的人工智能处理器，此举可能帮助这家中国科技巨头替代英伟达的部分高端产品。据称，这款名为Ascend910D的新芯片预计将于5月底以样品批次形式推出。","content":"<html><head></head><body><p>本周一（4月29日）， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 盘中一度跌超4%，最终收跌2.05%，报108.73美元：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87761b9828135ec554d3c02f36718f49\" tg-width=\"560\" tg-height=\"240\"/></p><p>周一有报道称，一家中国科技巨头将测试新AI芯片，旨在与英伟达竞争。</p><p>据知情人士消息，这家中国科技巨头正准备测试其迄今最先进的人工智能处理器，此举可能帮助这家中国科技巨头替代英伟达的部分高端产品。</p><p>据称，这款名为Ascend910D的新芯片预计将于5月底以样品批次形式推出。</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>据报中国科技巨头将测试新AI芯片，英伟达股价承压</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据报中国科技巨头将测试新AI芯片，英伟达股价承压\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\">2025-04-29 07:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>本周一（4月29日）， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 盘中一度跌超4%，最终收跌2.05%，报108.73美元：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87761b9828135ec554d3c02f36718f49\" tg-width=\"560\" tg-height=\"240\"/></p><p>周一有报道称，一家中国科技巨头将测试新AI芯片，旨在与英伟达竞争。</p><p>据知情人士消息，这家中国科技巨头正准备测试其迄今最先进的人工智能处理器，此举可能帮助这家中国科技巨头替代英伟达的部分高端产品。</p><p>据称，这款名为Ascend910D的新芯片预计将于5月底以样品批次形式推出。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130449017","content_text":"本周一（4月29日）， 英伟达 盘中一度跌超4%，最终收跌2.05%，报108.73美元：周一有报道称，一家中国科技巨头将测试新AI芯片，旨在与英伟达竞争。据知情人士消息，这家中国科技巨头正准备测试其迄今最先进的人工智能处理器，此举可能帮助这家中国科技巨头替代英伟达的部分高端产品。据称，这款名为Ascend910D的新芯片预计将于5月底以样品批次形式推出。","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429442577248600,"gmtCreate":1745866548993,"gmtModify":1745866550605,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568281304096151","idStr":"3568281304096151"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 每家公司都有风险，不知道大家怎么看","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 每家公司都有风险，不知道大家怎么看","text":"$英伟达(NVDA)$ 每家公司都有风险，不知道大家怎么看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429442577248600","isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":428224106848808,"gmtCreate":1745577479050,"gmtModify":1745577480648,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568281304096151","idStr":"3568281304096151"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"0\"></v-v> 英伟达太弱了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"0\"></v-v> 英伟达太弱了","text":"$英伟达(NVDA)$ 英伟达太弱了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428224106848808","isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":428144789721280,"gmtCreate":1745548383536,"gmtModify":1745548385561,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568281304096151","idStr":"3568281304096151"},"themes":[],"htmlText":"这算好消息吗，看到达哥坏消息天天都麻木了，分不清了","listText":"这算好消息吗，看到达哥坏消息天天都麻木了，分不清了","text":"这算好消息吗，看到达哥坏消息天天都麻木了，分不清了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428144789721280","repostId":"1110452483","repostType":2,"repost":{"id":"1110452483","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":1745536578,"share":"https://www.laohu8.com/m/news/1110452483?lang=&edition=full","pubTime":"2025-04-25 07:16","market":"us","language":"zh","title":"亚马逊与英伟达：AI数据中心需求持续强劲，建设步伐并未放缓","url":"https://stock-news.laohu8.com/highlight/detail?id=1110452483","media":"老虎资讯综合","summary":"亚马逊与英伟达高管周四表示，尽管经济衰退担忧引发投资者对科技公司可能缩减计划的猜测，但人工智能数据中心的建设步伐并未放缓。富国银行分析师本周一援引行业消息称，亚马逊云服务正在暂停部分数据中心租赁承诺。当时投资者担忧其高效AI模型可能降低数据中心能耗预期。帕克强调，英伟达观察到人工智能正推动算力与能源需求持续攀升。","content":"<html><head></head><body><p style=\"text-align: start;\">亚马逊与英伟达高管周四表示，尽管经济衰退担忧引发投资者对科技公司可能缩减计划的猜测，但人工智能数据中心的建设步伐并未放缓。</p><p style=\"text-align: start;\">"我们的战略布局没有实质性变化，"亚马逊全球数据中心副总裁凯文·米勒在哈姆美国能源研究所举办的会议上表示，"无论是未来两年还是长期规划，我们都观察到持续强劲的需求，数据中心的建设数量只会持续攀升。"</p><p style=\"text-align: start;\">此番表态与华尔街近期关于科技公司调整数据中心建设计划的担忧形成对比。富国银行分析师本周一援引行业消息称，亚马逊云服务（AWS）正在暂停部分数据中心租赁承诺。尽管暂停规模尚不明确，但此举引发市场担忧，认为亚马逊可能效仿微软近期缩减部分早期项目的策略。</p><p style=\"text-align: start;\">米勒对此回应称："外界对我们计划的猜测存在过度解读现象。"</p><p style=\"text-align: start;\">英伟达企业可持续发展高级总监乔希·帕克同样否认行业出现放缓迹象："我们并未看到需求收缩。"他特别指出，今年初中国人工智能初创企业深度求索（DeepSeek）引发的电力股抛售属于"条件反射式市场反应"。当时投资者担忧其高效AI模型可能降低数据中心能耗预期。</p><p style=\"text-align: start;\">帕克强调，英伟达观察到人工智能正推动算力与能源需求持续攀升。人工智能公司Anthropic联合创始人杰克·克拉克预测，到2027年需新增50吉瓦电力供应支持AI发展，相当于约50座新建核电站的发电量。</p><p style=\"text-align: start;\">"Anthropic及其他AI企业都见证着基础电力需求的爆炸式增长，这种扩张速度史无前例。"克拉克在会议上表示。此次由哈姆研究所主办的行业峰会聚集了科技与能源企业代表，共同探讨如何应对美国AI产业激增的能源需求。与会各方普遍认为，天然气将在满足未来电力需求方面发挥关键作用。</p><p style=\"text-align: start;\">米勒进一步阐释亚马逊的能源战略："我们正积极探索清洁能源解决方案，但过渡期内天然气仍不可或缺。"他透露亚马逊计划在俄亥俄州新建三座天然气发电厂，预计2025年底投入运营，总装机容量达1.6吉瓦。这相当于为120万户家庭供电的规模，凸显科技巨头在能源基础设施领域的深度布局。</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>亚马逊与英伟达：AI数据中心需求持续强劲，建设步伐并未放缓</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亚马逊与英伟达：AI数据中心需求持续强劲，建设步伐并未放缓\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\">2025-04-25 07:16</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;\">亚马逊与英伟达高管周四表示，尽管经济衰退担忧引发投资者对科技公司可能缩减计划的猜测，但人工智能数据中心的建设步伐并未放缓。</p><p style=\"text-align: start;\">"我们的战略布局没有实质性变化，"亚马逊全球数据中心副总裁凯文·米勒在哈姆美国能源研究所举办的会议上表示，"无论是未来两年还是长期规划，我们都观察到持续强劲的需求，数据中心的建设数量只会持续攀升。"</p><p style=\"text-align: start;\">此番表态与华尔街近期关于科技公司调整数据中心建设计划的担忧形成对比。富国银行分析师本周一援引行业消息称，亚马逊云服务（AWS）正在暂停部分数据中心租赁承诺。尽管暂停规模尚不明确，但此举引发市场担忧，认为亚马逊可能效仿微软近期缩减部分早期项目的策略。</p><p style=\"text-align: start;\">米勒对此回应称："外界对我们计划的猜测存在过度解读现象。"</p><p style=\"text-align: start;\">英伟达企业可持续发展高级总监乔希·帕克同样否认行业出现放缓迹象："我们并未看到需求收缩。"他特别指出，今年初中国人工智能初创企业深度求索（DeepSeek）引发的电力股抛售属于"条件反射式市场反应"。当时投资者担忧其高效AI模型可能降低数据中心能耗预期。</p><p style=\"text-align: start;\">帕克强调，英伟达观察到人工智能正推动算力与能源需求持续攀升。人工智能公司Anthropic联合创始人杰克·克拉克预测，到2027年需新增50吉瓦电力供应支持AI发展，相当于约50座新建核电站的发电量。</p><p style=\"text-align: start;\">"Anthropic及其他AI企业都见证着基础电力需求的爆炸式增长，这种扩张速度史无前例。"克拉克在会议上表示。此次由哈姆研究所主办的行业峰会聚集了科技与能源企业代表，共同探讨如何应对美国AI产业激增的能源需求。与会各方普遍认为，天然气将在满足未来电力需求方面发挥关键作用。</p><p style=\"text-align: start;\">米勒进一步阐释亚马逊的能源战略："我们正积极探索清洁能源解决方案，但过渡期内天然气仍不可或缺。"他透露亚马逊计划在俄亥俄州新建三座天然气发电厂，预计2025年底投入运营，总装机容量达1.6吉瓦。这相当于为120万户家庭供电的规模，凸显科技巨头在能源基础设施领域的深度布局。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3473f757d00eee50292777a0505620c4","relate_stocks":{"NVDA":"英伟达","AMZN":"亚马逊"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110452483","content_text":"亚马逊与英伟达高管周四表示，尽管经济衰退担忧引发投资者对科技公司可能缩减计划的猜测，但人工智能数据中心的建设步伐并未放缓。\"我们的战略布局没有实质性变化，\"亚马逊全球数据中心副总裁凯文·米勒在哈姆美国能源研究所举办的会议上表示，\"无论是未来两年还是长期规划，我们都观察到持续强劲的需求，数据中心的建设数量只会持续攀升。\"此番表态与华尔街近期关于科技公司调整数据中心建设计划的担忧形成对比。富国银行分析师本周一援引行业消息称，亚马逊云服务（AWS）正在暂停部分数据中心租赁承诺。尽管暂停规模尚不明确，但此举引发市场担忧，认为亚马逊可能效仿微软近期缩减部分早期项目的策略。米勒对此回应称：\"外界对我们计划的猜测存在过度解读现象。\"英伟达企业可持续发展高级总监乔希·帕克同样否认行业出现放缓迹象：\"我们并未看到需求收缩。\"他特别指出，今年初中国人工智能初创企业深度求索（DeepSeek）引发的电力股抛售属于\"条件反射式市场反应\"。当时投资者担忧其高效AI模型可能降低数据中心能耗预期。帕克强调，英伟达观察到人工智能正推动算力与能源需求持续攀升。人工智能公司Anthropic联合创始人杰克·克拉克预测，到2027年需新增50吉瓦电力供应支持AI发展，相当于约50座新建核电站的发电量。\"Anthropic及其他AI企业都见证着基础电力需求的爆炸式增长，这种扩张速度史无前例。\"克拉克在会议上表示。此次由哈姆研究所主办的行业峰会聚集了科技与能源企业代表，共同探讨如何应对美国AI产业激增的能源需求。与会各方普遍认为，天然气将在满足未来电力需求方面发挥关键作用。米勒进一步阐释亚马逊的能源战略：\"我们正积极探索清洁能源解决方案，但过渡期内天然气仍不可或缺。\"他透露亚马逊计划在俄亥俄州新建三座天然气发电厂，预计2025年底投入运营，总装机容量达1.6吉瓦。这相当于为120万户家庭供电的规模，凸显科技巨头在能源基础设施领域的深度布局。","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427918453367488,"gmtCreate":1745474979965,"gmtModify":1745474981440,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568281304096151","idStr":"3568281304096151"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/000009\">$中国宝安(000009)$</a> 持有你五年了，无语😓","listText":"<a href=\"https://laohu8.com/S/000009\">$中国宝安(000009)$</a> 持有你五年了，无语😓","text":"$中国宝安(000009)$ 持有你五年了，无语😓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427918453367488","isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427637740135296,"gmtCreate":1745427263997,"gmtModify":1745427265858,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568281304096151","idStr":"3568281304096151"},"themes":[],"htmlText":"天天都是利空，没有利好的吗","listText":"天天都是利空，没有利好的吗","text":"天天都是利空，没有利好的吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427637740135296","repostId":"2529399574","repostType":2,"repost":{"id":"2529399574","kind":"news","pubTimestamp":1745404408,"share":"https://www.laohu8.com/m/news/2529399574?lang=&edition=full","pubTime":"2025-04-23 18:33","market":"us","language":"zh","title":"“三大利空”即将考验英伟达","url":"https://stock-news.laohu8.com/highlight/detail?id=2529399574","media":"华尔街见闻","summary":"“三大利空”因素包括：将于5月15日生效的AI扩散规则、美国超大规模客户的AI需求及资本支出，以及潜在关税对利润率的影响。在计提55亿美元费用后，花旗预计英伟达即将公布的第一财季销售额可能仅比市场预期高出约5亿美元。更令人担忧的是第二财季的展望，花旗预计其销售额将环比持平，约为440亿美元。","content":"<html><head></head><body><p>尽管行情有所修复，投资者对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的紧张情绪仍未得到缓解。</p><p>根据花旗分析师Atif Malik和Papa Sylla周二发布的研报，“三大清算”事件将考验英伟达的股价，<strong>包括即将于5月15日生效的AI扩散规则、美国超大规模客户的AI需求及资本支出，以及潜在关税对利润率的影响。</strong></p><p>花旗还认为，投资者目前亟待消化芯片出口限制的持续影响。在计提55亿美元费用后，花旗预计英伟达即将公布的第一财季销售额可能仅比市场预期高出约5亿美元。<strong>更令人担忧的是第二财季的展望，花旗预计其销售额将环比持平，约为440亿美元。</strong></p><p>这一停滞预期的背后，是H20芯片在亚洲市场需求下滑的直接后果，以及更广泛的Hopper架构芯片需求下滑。尽管新一代的GB200芯片已开始部分出货，且GB300预计在2025年四季度放量，但似乎难以完全抵消前述的负面冲击。</p><h2 id=\"id_1231412446\">“三大清算”事件</h2><p><strong>AI扩散规则大限将至，不确定性增加</strong></p><p>市场关注的第一个“清算事件”，是即将于5月15日可能出台的AI扩散规则——美国政府将对AI芯片和数据中心公司实施新的限制，特别是针对所谓的“第二梯队”国家。</p><p>花旗研究警告，这可能限制对部分“第二梯队”国家的AI芯片销售，并对美国数据中心公司在非美国及盟友国家部署的算力设定上限。</p><p>这对英伟达的全球扩张计划无疑增添了新的不确定性。</p><p><strong>超大规模客户需求与资本支出成谜</strong></p><p>投资者关注的第二个“清算事件”与英伟达的核心客户——美国超大规模云服务提供商（如<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>等）有关。</p><p>报道指出，市场亟需从这些巨头即将发布的财报和评论中，寻找他们对AI需求的真实看法以及未来的资本支出计划。这些信息，将直接关系到对英伟达数据中心业务增长可持续性的判断。</p><p>花旗特别强调，这是投资者高度关注的领域。</p><p><strong>关税阴影笼罩高利润率预期</strong></p><p>除了上述“清算”事件，潜在的关税问题也像乌云一样笼罩在英伟达的利润预期之上。此前，市场普遍预期英伟达第一财季毛利率能达到70%区间的中段水平。</p><p>然而，花旗在其模型中对此持谨慎态度，预计毛利率约为72.9%。报告明确点出，关税是影响利润率的关键因素之一。在此背景下，报告特别强调，任何关税带来的成本增加，都可能直接侵蚀其盈利能力。</p><p>尽管指出了多重挑战，花旗仍维持对英伟达股票的“买入”评级，并将目标价定为150美元，较当前股价高50%左右，理由是看好其在AI领域的长期增长机会。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/642028f22a96c12ad276da3cc7879b41\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>该目标价基于对2026年预期（C26E）折现每股收益（EPS）约30倍的市盈率（P/E）。不过，花旗也相应下调了对英伟达2025和2026日历年（CY25/26）的EPS预测，幅度分别为-1%和0%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9f3a287e5c220e3097e1757b79b49dcf\" title=\"\" tg-width=\"1024\" tg-height=\"412\"/></p></body></html>","source":"wallstreetcn_hot_news","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>“三大利空”即将考验英伟达</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\">\n“三大利空”即将考验英伟达\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-23 18:33 北京时间 <a href=https://wallstreetcn.com/articles/3745751><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管行情有所修复，投资者对英伟达的紧张情绪仍未得到缓解。根据花旗分析师Atif Malik和Papa Sylla周二发布的研报，“三大清算”事件将考验英伟达的股价，包括即将于5月15日生效的AI扩散规则、美国超大规模客户的AI需求及资本支出，以及潜在关税对利润率的影响。花旗还认为，投资者目前亟待消化芯片出口限制的持续影响。在计提55亿美元费用后，花旗预计英伟达即将公布的第一财季销售额可能仅比市场...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3745751\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9fd61a25c1335f82611a44c152bc865d","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3745751","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2529399574","content_text":"尽管行情有所修复，投资者对英伟达的紧张情绪仍未得到缓解。根据花旗分析师Atif Malik和Papa Sylla周二发布的研报，“三大清算”事件将考验英伟达的股价，包括即将于5月15日生效的AI扩散规则、美国超大规模客户的AI需求及资本支出，以及潜在关税对利润率的影响。花旗还认为，投资者目前亟待消化芯片出口限制的持续影响。在计提55亿美元费用后，花旗预计英伟达即将公布的第一财季销售额可能仅比市场预期高出约5亿美元。更令人担忧的是第二财季的展望，花旗预计其销售额将环比持平，约为440亿美元。这一停滞预期的背后，是H20芯片在亚洲市场需求下滑的直接后果，以及更广泛的Hopper架构芯片需求下滑。尽管新一代的GB200芯片已开始部分出货，且GB300预计在2025年四季度放量，但似乎难以完全抵消前述的负面冲击。“三大清算”事件AI扩散规则大限将至，不确定性增加市场关注的第一个“清算事件”，是即将于5月15日可能出台的AI扩散规则——美国政府将对AI芯片和数据中心公司实施新的限制，特别是针对所谓的“第二梯队”国家。花旗研究警告，这可能限制对部分“第二梯队”国家的AI芯片销售，并对美国数据中心公司在非美国及盟友国家部署的算力设定上限。这对英伟达的全球扩张计划无疑增添了新的不确定性。超大规模客户需求与资本支出成谜投资者关注的第二个“清算事件”与英伟达的核心客户——美国超大规模云服务提供商（如谷歌、亚马逊、微软等）有关。报道指出，市场亟需从这些巨头即将发布的财报和评论中，寻找他们对AI需求的真实看法以及未来的资本支出计划。这些信息，将直接关系到对英伟达数据中心业务增长可持续性的判断。花旗特别强调，这是投资者高度关注的领域。关税阴影笼罩高利润率预期除了上述“清算”事件，潜在的关税问题也像乌云一样笼罩在英伟达的利润预期之上。此前，市场普遍预期英伟达第一财季毛利率能达到70%区间的中段水平。然而，花旗在其模型中对此持谨慎态度，预计毛利率约为72.9%。报告明确点出，关税是影响利润率的关键因素之一。在此背景下，报告特别强调，任何关税带来的成本增加，都可能直接侵蚀其盈利能力。尽管指出了多重挑战，花旗仍维持对英伟达股票的“买入”评级，并将目标价定为150美元，较当前股价高50%左右，理由是看好其在AI领域的长期增长机会。该目标价基于对2026年预期（C26E）折现每股收益（EPS）约30倍的市盈率（P/E）。不过，花旗也相应下调了对英伟达2025和2026日历年（CY25/26）的EPS预测，幅度分别为-1%和0%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427622989902088,"gmtCreate":1745423623153,"gmtModify":1745423625130,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568281304096151","idStr":"3568281304096151"},"themes":[],"htmlText":"现在股价根本没有办法说明","listText":"现在股价根本没有办法说明","text":"现在股价根本没有办法说明","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427622989902088","isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427347114734272,"gmtCreate":1745356125128,"gmtModify":1745356126531,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568281304096151","idStr":"3568281304096151"},"themes":[],"htmlText":"<a 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