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股海丁蛤
技術性調整,不要怕
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股海丁蛤
股海丁蛤
·
04-16
都说了是梦,怎么可能实现
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股海丁蛤
股海丁蛤
·
03-28
就算我不了解特斯拉,我还能不了解缅a么?
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股海丁蛤
股海丁蛤
·
03-21
夏虫不足以语冰,古人诚不欺我
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股海丁蛤
股海丁蛤
·
02-15
$NVDA 20250214 139.0 CALL$
好久没玩末日期权了
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股海丁蛤
股海丁蛤
·
02-12
多大的鳄?能大过vanguard和贝莱德?
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640
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股海丁蛤
股海丁蛤
·
01-31
远离中丐,多看少动,稳健投资
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股海丁蛤
股海丁蛤
·
01-30
只要一直唱空总能瞎猫碰上死耗子一回,上海爷叔失散多年的美国兄弟[贱笑]
《黑天鹅》作者:英伟达周一暴跌只是开始,未来回调幅度可能是两、三倍
《黑天鹅》一书的作者Nassim Taleb表示,周一英伟达遭遇的17%惨痛抛售,只是一个开始,考虑到行业风险,周一英伟达的下跌幅度实际上非常小。人们开始适应现实,他们现在意识到,已经不再是完美无缺的了。
《黑天鹅》作者:英伟达周一暴跌只是开始,未来回调幅度可能是两、三倍
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股海丁蛤
股海丁蛤
·
01-27
$特朗普媒体科技集团(DJT)$
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股海丁蛤
股海丁蛤
·
2024-11-26
$英伟达(NVDA)$
关于英伟达,你只需要问自己相不相信AI能改变人类社会
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股海丁蛤
股海丁蛤
·
2024-11-09
美元历来是川普执政纲领的核心之一,如果鲍威尔不配合,川普肯定会想尽办法赶走他,然后说出那句著名的YOUR ARE FIRED[开心][开心][开心]
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","listText":"只要一直唱空总能瞎猫碰上死耗子一回,上海爷叔失散多年的美国兄弟[贱笑] ","text":"只要一直唱空总能瞎猫碰上死耗子一回,上海爷叔失散多年的美国兄弟[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398050930143904","repostId":"2507231165","repostType":2,"repost":{"id":"2507231165","kind":"news","pubTimestamp":1738107956,"share":"https://www.laohu8.com/m/news/2507231165?lang=&edition=full","pubTime":"2025-01-29 07:45","market":"us","language":"zh","title":"《黑天鹅》作者:英伟达周一暴跌只是开始,未来回调幅度可能是两、三倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2507231165","media":"全天候科技","summary":"《黑天鹅》一书的作者Nassim Taleb表示,周一英伟达遭遇的17%惨痛抛售,只是一个开始,考虑到行业风险,周一英伟达的下跌幅度实际上非常小。人们开始适应现实,他们现在意识到,已经不再是完美无缺的了。","content":"<html><head></head><body><p>《黑天鹅》一书的作者Nassim Taleb在最新接受彭博社对话时警告称,投资者盲目追逐华尔街AI热潮面临风险,<strong>周一<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>遭遇的17%惨痛抛售,只是一个开始,未来的回调幅度可能是17%跌幅的两倍甚至三倍:</strong></p><blockquote><p>这只是开始,是人们开始适应现实。因为他们现在意识到,已经不再是完美无缺的了——玻璃杯上有了小缺口。</p><p>到目前为止,投资者都过于关注一种叙事:随着英伟达保持在AI领域的主导地位,该公司的股价将持续上涨。然而考虑到行业风险,周一英伟达的下跌幅度实际上非常小。</p></blockquote><p>英伟达周一的暴跌令其市值抹去了5890亿美元,为美股有史以来最大。周二,英伟达盘中大幅反弹。</p><p>Taleb因畅销书《黑天鹅》闻名,这本书探讨了罕见和难以预测事件的极端影响。他目前担任Universa Investments的科学顾问,这是一家专注于尾部风险对冲的基金,提供类似保险的策略,帮助投资者保护投资组合免受剧烈市场波动的冲击。</p><p>Taleb以前是期权交易员,在业内以悲观的预言而著称,但他的预言并非次次应验。例如2023年初,他曾警告许多投资者尚未为高利率时代做好准备,资产可能不再像疯了一样地膨胀。但自那以来,受AI投资狂热的推动,美股大幅飙升。</p><p>不过,Taleb和Universa Investments并非主张投资者完全撤离市场,从而错过潜在的涨势,而是建议在投资组合中配置一部分资产用于防范突发冲击。</p><p>Taleb表示,太多投资者盲目推高与AI相关公司的股价,而他们实际上并不了解这项技术的运作方式或如何成功。他形容科技公司为“灰天鹅”,因为市场往往低估了这些股票可能出现的巨大日内波动。</p><p>Taleb还再次强调他对美国债务不可持续的担忧。他警告称,如果劳动力成本上升与激进的关税政策结合,可能会引发“通胀爆发”,并认为考虑到这种风险,美国债券市场并不是明智的投资标的。</p><p></p></body></html>","source":"awtmt_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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《黑天鹅》作者:英伟达周一暴跌只是开始,未来回调幅度可能是两、三倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-29 07:45 北京时间 <a href=https://api.jianyuweb.com/apiv1/content/articles/3740173?extract=1><strong>全天候科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>《黑天鹅》一书的作者Nassim Taleb在最新接受彭博社对话时警告称,投资者盲目追逐华尔街AI热潮面临风险,周一英伟达遭遇的17%惨痛抛售,只是一个开始,未来的回调幅度可能是17%跌幅的两倍甚至三倍:这只是开始,是人们开始适应现实。因为他们现在意识到,已经不再是完美无缺的了——玻璃杯上有了小缺口。到目前为止,投资者都过于关注一种叙事:随着英伟达保持在AI领域的主导地位,该公司的股价将持续上涨。...</p>\n\n<a href=\"https://api.jianyuweb.com/apiv1/content/articles/3740173?extract=1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://api.jianyuweb.com/apiv1/content/articles/3740173?extract=1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2507231165","content_text":"《黑天鹅》一书的作者Nassim Taleb在最新接受彭博社对话时警告称,投资者盲目追逐华尔街AI热潮面临风险,周一英伟达遭遇的17%惨痛抛售,只是一个开始,未来的回调幅度可能是17%跌幅的两倍甚至三倍:这只是开始,是人们开始适应现实。因为他们现在意识到,已经不再是完美无缺的了——玻璃杯上有了小缺口。到目前为止,投资者都过于关注一种叙事:随着英伟达保持在AI领域的主导地位,该公司的股价将持续上涨。然而考虑到行业风险,周一英伟达的下跌幅度实际上非常小。英伟达周一的暴跌令其市值抹去了5890亿美元,为美股有史以来最大。周二,英伟达盘中大幅反弹。Taleb因畅销书《黑天鹅》闻名,这本书探讨了罕见和难以预测事件的极端影响。他目前担任Universa Investments的科学顾问,这是一家专注于尾部风险对冲的基金,提供类似保险的策略,帮助投资者保护投资组合免受剧烈市场波动的冲击。Taleb以前是期权交易员,在业内以悲观的预言而著称,但他的预言并非次次应验。例如2023年初,他曾警告许多投资者尚未为高利率时代做好准备,资产可能不再像疯了一样地膨胀。但自那以来,受AI投资狂热的推动,美股大幅飙升。不过,Taleb和Universa 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","text":"$特朗普媒体科技集团(DJT)$","images":[{"img":"https://static.tigerbbs.com/69d2eb1c1d042080f325688244a0771e","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397174632055360","isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":375129314447536,"gmtCreate":1732588172305,"gmtModify":1732588174428,"author":{"id":"4181384855966692","authorId":"4181384855966692","name":"股海丁蛤","avatar":"https://static.tigerbbs.com/768b4c16d91b26a000226c38ddbf6299","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181384855966692","authorIdStr":"4181384855966692"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 关于英伟达,你只需要问自己相不相信AI能改变人类社会","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 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