跌也汹汹，涨也汹汹！英伟达成标普表现第二好个股，散户疯狂抄底

Like
Comment
Favorite

跌也汹汹，涨也汹汹！英伟达成标普表现第二好个股，散户疯狂抄底

华尔街见闻06-26

连崩三日后，英伟达强势回归，上演了一场惊险“过山车”行情。周二美股市场，英伟达强劲反弹6.8%，止步“三连跌”，单日涨幅在500只标普成分股中排名第二，公司市值重新站上3万亿美元。英伟达崩了，有人欢喜有人忧然而，前三个交易日内，英伟达接连暴跌，已超过了10%的回调门槛，一度创下两个月来最大跌幅。这令一众英伟达的“信徒”以及被“拆股”吸引进场的散户遭遇了巨大损失，而对此前持续观望的投资者...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

No comments yet

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2446337668?lang=en_US&edition=fundamental","thumbnail":"https://wpimg-wscn.awtmt.com/ad58397a-b8b5-4137-927e-95d3ea0998d4.png","is_english":false,"pubTime":"2024-06-26 15:18","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2446337668","market":"hk","top_or_hot":-1,"title":"跌也汹汹，涨也汹汹！英伟达成标普表现第二好个股，散户疯狂抄底","media":"华尔街见闻","content":"<div>\n<p>连崩三日后，英伟达强势回归，上演了一场惊险“过山车”行情。\n周二美股市场，英伟达强劲反弹6.8%，止步“三连跌”，单日涨幅在500只标普成分股中排名第二，公司市值重新站上3万亿美元。\n\n英伟达崩了，有人欢喜有人忧\n然而，前三个交易日内，英伟达接连暴跌，已超过了10%的回调门槛，一度创下两个月来最大跌幅。\n这令一众英伟达的“信徒”以及被“拆股”吸引进场的散户遭遇了巨大损失，而对此前持续观望的投资者...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3718120\">Source Link</a>\n\n</div>\n","source":"wallstreetcn_hot_news","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>跌也汹汹，涨也汹汹！英伟达成标普表现第二好个股，散户疯狂抄底</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跌也汹汹，涨也汹汹！英伟达成标普表现第二好个股，散户疯狂抄底\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-26 15:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3718120><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>连崩三日后，英伟达强势回归，上演了一场惊险“过山车”行情。\n周二美股市场，英伟达强劲反弹6.8%，止步“三连跌”，单日涨幅在500只标普成分股中排名第二，公司市值重新站上3万亿美元。\n\n英伟达崩了，有人欢喜有人忧\n然而，前三个交易日内，英伟达接连暴跌，已超过了10%的回调门槛，一度创下两个月来最大跌幅。\n这令一众英伟达的“信徒”以及被“拆股”吸引进场的散户遭遇了巨大损失，而对此前持续观望的投资者...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3718120\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0276348264.USD","symbol_name":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","start_time":0,"source_url":"https://wallstreetcn.com/articles/3718120","article_id":"2446337668","we_media_id":null,"thumbnails":["https://wpimg-wscn.awtmt.com/ad58397a-b8b5-4137-927e-95d3ea0998d4.png"],"rights":{"source":"wallstreetcn_hot_news","url":"https://wallstreetcn.com/articles/3718120","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2446337668","pubTimestamp":1719386289,"sourceInfo":{"source_id":"wallstreetcn_hot_news","name":"华尔街见闻"},"weMediaInfo":null,"summary":"大摩：芯片需求仍高企，且公司增产计划强劲，维持对英伟达的看好立场。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4587":"ChatGPT概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4543":"AI","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4527":"明星科技股","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4588":"碎股","BK4550":"红杉资本持仓","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","BK4579":"人工智能","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4141":"半导体产品","BK4567":"ESG概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4503":"景林资产持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4551":"寇图资本持仓","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","NVDA":"英伟达","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4581":"高盛持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","BK4529":"IDC概念","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4592":"伊斯兰概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4585":"ETF&股票定投概念","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC"},"translate_title":"The fall is also fierce, and the rise is also fierce! Nvidia is the second best-performing stock on the S&P, and retail investors are frantically buying bottoms","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":0.9},"content_text":"连崩三日后，英伟达强势回归，上演了一场惊险“过山车”行情。\n周二美股市场，英伟达强劲反弹6.8%，止步“三连跌”，单日涨幅在500只标普成分股中排名第二，公司市值重新站上3万亿美元。\n\n英伟达崩了，有人欢喜有人忧\n然而，前三个交易日内，英伟达接连暴跌，已超过了10%的回调门槛，一度创下两个月来最大跌幅。\n这令一众英伟达的“信徒”以及被“拆股”吸引进场的散户遭遇了巨大损失，而对此前持续观望的投资者来说，此次回调成了入场抄底的良机。\n盈透证券（Interactive Brokers）首席策略师Steve Sosnick指出，过去五天里，投资者对英伟达的兴趣持续强烈偏向买入。\nSosnick指出，在盈透交易平台上，两倍做多英伟达的ETF GraniteShares 2x Long NVDA Daily ETF (NVDL) 是交易量排名第11的热门股票，呈现出净买入的趋势。\n期权市场方面，Sosnick还发现，围绕英伟达的期权交易显示Delta值偏向正值，投资者更频繁地买入看涨期权或卖出看跌期权。\n跟踪个人投资者行为的Vanda Research的数据显示，实际上，英伟达在整个2024年都显示出有强劲的散户买盘，5月底发布Q1财报后，散户资金日流入量出现了显著上升。\n\n大摩：继续看好英伟达前景\n周二，摩根士丹利分析师Joseph Moore发布报告，重申了对英伟达股票的看好立场。\nMoore指出：\n\n“需求方面的迹象仍然强劲，H100的需求惊人，且H200增产的订单可见度不断增加。Blackwell的需求已预订到明年年中，中国市场的H20强劲增产。”\n\nMoore同时承认目前供应链情况“好坏参半”，但他同时表示：\n\n“自财报发布以来，该股的市值已经增加了近万亿美元，因此，良好的前景至少部分打了折扣——但我们可以报告的是，前景确实依然良好。”\n\n瑞银分析师Karl Keirstead也表达了对英伟达的强烈看好情绪：\n\n“与我们之前的调查结果一致，英伟达仍然是训练和推理工作负载的主要选择，受访者现在更倾向于Hopper架构，而远离传统和低端GPU。”\n风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}