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laiyuanp

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2022-07-08

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2022-02-17

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2022-02-17

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@价值研究所:英偉達Q4業績爆表股價卻跌了，都是挖礦遇冷惹的禍？

2022-01-28

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2022-01-27

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@TigerEvents:Join Tiger Ski Championship, Win a Bonus of Up to USD 2022

2021-06-17

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2021-03-16

$GoodRx Holdings, Inc.(GDRX)$BUY and HOLD

Go to Tiger App to see more news

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“我們看到市場對英偉達計算平臺異常旺盛的需求，我們公司正在推動人工智能、數字生物學、氣候科學、遊戲、自動駕駛等高新技術領域的進步。” 然而，對於這一份亮點滿滿的財報，資本市場似乎並不買賬。數據顯示，英偉達股價在美股盤後交易中直線下挫，跌超2%。截止發稿時，其股價依舊未見起色，跌幅一度擴大至逾3%。當然，英偉達股價承壓和美股大盤走低有一定關係。行情數據顯示，北京時間17日下午，美股股指期貨紛紛走低，納指期貨短線跌0.8%，標普500指數期貨跌0.64%，道指期貨跌0.58%。包括俄烏局勢、美國通脹升溫以及美聯儲的加息預期等利空消息，都在拖累美股盤前表現。尤其是國際形勢方面，根據路透社最新消息，目前已在頓涅茨克機場和東烏克蘭村莊聽到炮擊聲，俄烏局勢進一步趨緊。但在這些客觀因素和大盤承壓之外，我們也不得正視英偉達這份財報裏傳遞的不利信息。在半導體盛世之下，英偉達頭頂的烏雲已隱約可見。吸金兇猛！英偉達四季度淨利潤直接翻倍從關鍵財務數據來看，英偉達四季度表現相當突出，營收、利潤雙雙超過市場預期，同比增速也相當突出。首先，英偉達四季度營收達到76.4億美元，高於路透此前預期的74億美元，是連續第七個季度超過市場預期。在四季度強勁業績的拉動下，英偉達2022財年總營收達到269.1億美元。更重要的是，無論從同比還是環比的角度看，英偉達營收增速都保持在極高水準。同比上一財年，英偉達四季度營收增幅","listText":"如果要問如今芯片半導體行業，誰的風頭最盛、吸金能力最強，除了晶圓代工巨頭臺積電之外，相信很多人會第一時間想到另一個名字——英偉達。根據北京時間2月17日凌晨公佈2022財年四季度（截止2022年1月31日）財報，英偉達沒有辜負投資者的信任，交出了一份相當不錯的成績單：營收、利潤雙雙超過市場預期，對新財年的業績預期也超過Refinitiv此前給出的預測。英偉達CEO黃仁勳在業績說明中自信十足地表示： “我們看到市場對英偉達計算平臺異常旺盛的需求，我們公司正在推動人工智能、數字生物學、氣候科學、遊戲、自動駕駛等高新技術領域的進步。” 然而，對於這一份亮點滿滿的財報，資本市場似乎並不買賬。數據顯示，英偉達股價在美股盤後交易中直線下挫，跌超2%。截止發稿時，其股價依舊未見起色，跌幅一度擴大至逾3%。當然，英偉達股價承壓和美股大盤走低有一定關係。行情數據顯示，北京時間17日下午，美股股指期貨紛紛走低，納指期貨短線跌0.8%，標普500指數期貨跌0.64%，道指期貨跌0.58%。包括俄烏局勢、美國通脹升溫以及美聯儲的加息預期等利空消息，都在拖累美股盤前表現。尤其是國際形勢方面，根據路透社最新消息，目前已在頓涅茨克機場和東烏克蘭村莊聽到炮擊聲，俄烏局勢進一步趨緊。但在這些客觀因素和大盤承壓之外，我們也不得正視英偉達這份財報裏傳遞的不利信息。在半導體盛世之下，英偉達頭頂的烏雲已隱約可見。吸金兇猛！英偉達四季度淨利潤直接翻倍從關鍵財務數據來看，英偉達四季度表現相當突出，營收、利潤雙雙超過市場預期，同比增速也相當突出。首先，英偉達四季度營收達到76.4億美元，高於路透此前預期的74億美元，是連續第七個季度超過市場預期。在四季度強勁業績的拉動下，英偉達2022財年總營收達到269.1億美元。更重要的是，無論從同比還是環比的角度看，英偉達營收增速都保持在極高水準。同比上一財年，英偉達四季度營收增幅","text":"如果要問如今芯片半導體行業，誰的風頭最盛、吸金能力最強，除了晶圓代工巨頭臺積電之外，相信很多人會第一時間想到另一個名字——英偉達。根據北京時間2月17日凌晨公佈2022財年四季度（截止2022年1月31日）財報，英偉達沒有辜負投資者的信任，交出了一份相當不錯的成績單：營收、利潤雙雙超過市場預期，對新財年的業績預期也超過Refinitiv此前給出的預測。英偉達CEO黃仁勳在業績說明中自信十足地表示： “我們看到市場對英偉達計算平臺異常旺盛的需求，我們公司正在推動人工智能、數字生物學、氣候科學、遊戲、自動駕駛等高新技術領域的進步。” 然而，對於這一份亮點滿滿的財報，資本市場似乎並不買賬。數據顯示，英偉達股價在美股盤後交易中直線下挫，跌超2%。截止發稿時，其股價依舊未見起色，跌幅一度擴大至逾3%。當然，英偉達股價承壓和美股大盤走低有一定關係。行情數據顯示，北京時間17日下午，美股股指期貨紛紛走低，納指期貨短線跌0.8%，標普500指數期貨跌0.64%，道指期貨跌0.58%。包括俄烏局勢、美國通脹升溫以及美聯儲的加息預期等利空消息，都在拖累美股盤前表現。尤其是國際形勢方面，根據路透社最新消息，目前已在頓涅茨克機場和東烏克蘭村莊聽到炮擊聲，俄烏局勢進一步趨緊。但在這些客觀因素和大盤承壓之外，我們也不得正視英偉達這份財報裏傳遞的不利信息。在半導體盛世之下，英偉達頭頂的烏雲已隱約可見。吸金兇猛！英偉達四季度淨利潤直接翻倍從關鍵財務數據來看，英偉達四季度表現相當突出，營收、利潤雙雙超過市場預期，同比增速也相當突出。首先，英偉達四季度營收達到76.4億美元，高於路透此前預期的74億美元，是連續第七個季度超過市場預期。在四季度強勁業績的拉動下，英偉達2022財年總營收達到269.1億美元。更重要的是，無論從同比還是環比的角度看，英偉達營收增速都保持在極高水準。同比上一財年，英偉達四季度營收增幅","images":[{"img":"https://static.tigerbbs.com/5e36b0ea44433eebe1f6b792f061fe98","width":"1055","height":"752"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/638357592","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099372079,"gmtCreate":1643301242924,"gmtModify":1676533801342,"author":{"id":"3566454036102412","authorId":"3566454036102412","name":"laiyuanp","avatar":"https://static.tigerbbs.com/b85688734b25c5d26fde174e596c8fd8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566454036102412","idStr":"3566454036102412"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099372079","repostId":"1109896255","repostType":4,"isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099972076,"gmtCreate":1643294297295,"gmtModify":1676533798826,"author":{"id":"3566454036102412","authorId":"3566454036102412","name":"laiyuanp","avatar":"https://static.tigerbbs.com/b85688734b25c5d26fde174e596c8fd8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566454036102412","idStr":"3566454036102412"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099972076","repostId":"9004448317","repostType":1,"repost":{"id":9004448317,"gmtCreate":1642676525258,"gmtModify":1676533734534,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667667103859","idStr":"3527667667103859"},"themes":[],"title":"Join Tiger Ski Championship, Win a Bonus of Up to USD 2022","htmlText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","listText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","text":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: Click to Join the 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14:13","market":"us","language":"zh","title":"“通胀”被提了73次！一文读懂隔夜美联储会议纪要","url":"https://stock-news.laohu8.com/highlight/detail?id=1125455457","media":"Wind资讯","summary":"香港万得通讯社报道，周三公布的美联储会议纪要显示，美联储一些与会官员表达了对金融稳定的担忧，称宽松的货币政策可能会带来重大风险。他们表示，可能很快就会加息，并表示债券投资组合的平仓力度可能会很大。会议","content":"<html><head></head><body><p>香港万得通讯社报道，周三公布的美联储会议纪要显示，美联储一些与会官员表达了对金融稳定的担忧，称宽松的货币政策可能会带来重大风险。他们表示，可能很快就会加息，并表示债券投资组合的平仓力度可能会很大。</p><p>会议纪要表示:“与会者认为，鉴于美联储目前持有的证券规模较高，大幅缩减资产负债表规模可能是合适的。”美国联邦公开市场委员会(FOMC)强烈暗示最早将在3月份上调利率。</p><p>尽管会议纪要的语气看似强硬，但股市在会议纪要公布后收复了失地。道富环球投资管理公司(State Street Global Advisors)首席经济学家西蒙娜•莫卡塔(Simona Mocuta)表示:“市场将这些言论解读为相对于预期较为温和。”</p><p>过去几周，市场一直处于紧张状态，因通胀飙升，加上部分美联储官员(尤其是圣路易斯联邦储备银行行长布拉德)发表的强硬言论，令交易员预计美联储今年将加息七次，每次0.25个百分点。会议纪要公布后，市场预期有所回落，目前美联储上调基准利率1.75个百分点的几率为50%。</p><p>“最近有太多的炒作，我认为每个人都准备好了纪要会采取非常强硬的语气，”莫卡塔说。</p><p>除了利率外，该委员会还制定了如何开始剥离其近9万亿美元资产负债表的程序。该资产负债表主要由美联储为压低利率和刺激经济增长而购买的债券组成。</p><p>3月也是资产购买计划结束的月份，不过一些与会成员希望能更快结束。会议纪要称，&#34;几位与会者表示，他们倾向于更早结束委员会的净资产购买计划，以发出更强烈的信号，表明委员会致力于降低通胀。&#34;</p><p>委员们讨论如何削减资产负债表。最有可能的方法是，不再投资到期债券。 不过，一些官员说，可能有必要直接出售抵押贷款，以使资产负债表中只持有美国国债。</p><p>不过自此次会议以来，最新的通胀数据显示，物价正以40年来最快的速度上涨。美联储的目标是平均通胀率在2%左右，官员们也承认，政策需要收紧以降低价格。</p><p>会议纪要显示，通货膨胀在会议中占据了大量的讨论内容。这个词在纪要中被提到了73次，成员们表示，价格上涨比他们预期的更强劲、更持久。</p><p>文件称:“与会者指出，最近的通胀数据继续显著超过委员会的长期目标，高通胀持续的时间超过了他们的预期，这反映了与疫情和经济重启有关的供需失衡。”</p><p>联邦公开市场委员会成员指出，通胀开始蔓延到受疫情影响的行业之外，并进入更广泛的经济领域。与会者承认，高通胀是美国家庭的负担，尤其是那些最无力支付更高价格购买基本商品和服务的家庭。</p><p>会议还讨论了金融稳定问题。官员们指出，风险来自于资产价格的上涨以及加密资产价格的快速上涨。</p></body></html>","source":"wind","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>“通胀”被提了73次！一文读懂隔夜美联储会议纪要</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; 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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“通胀”被提了73次！一文读懂隔夜美联储会议纪要\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-17 14:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://t.wind.com.cn/mobwftweb/M/news.html?show=wft&shareCode=831366864d5400b27c93175ce6191949&code=7FD6FE648F7B&newsopenstyle=original&lan=cn&device=ios&fontsize=normal&related=true&version=22.1.0#/00477C8CAC24128247A2C513C62367D5><strong>Wind资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>香港万得通讯社报道，周三公布的美联储会议纪要显示，美联储一些与会官员表达了对金融稳定的担忧，称宽松的货币政策可能会带来重大风险。他们表示，可能很快就会加息，并表示债券投资组合的平仓力度可能会很大。会议纪要表示:“与会者认为，鉴于美联储目前持有的证券规模较高，大幅缩减资产负债表规模可能是合适的。”美国联邦公开市场委员会(FOMC)强烈暗示最早将在3月份上调利率。尽管会议纪要的语气看似强硬，但股市在...</p>\n\n<a href=\"https://t.wind.com.cn/mobwftweb/M/news.html?show=wft&shareCode=831366864d5400b27c93175ce6191949&code=7FD6FE648F7B&newsopenstyle=original&lan=cn&device=ios&fontsize=normal&related=true&version=22.1.0#/00477C8CAC24128247A2C513C62367D5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02a85629f2a809e4eabd8677140a5f70","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://t.wind.com.cn/mobwftweb/M/news.html?show=wft&shareCode=831366864d5400b27c93175ce6191949&code=7FD6FE648F7B&newsopenstyle=original&lan=cn&device=ios&fontsize=normal&related=true&version=22.1.0#/00477C8CAC24128247A2C513C62367D5","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125455457","content_text":"香港万得通讯社报道，周三公布的美联储会议纪要显示，美联储一些与会官员表达了对金融稳定的担忧，称宽松的货币政策可能会带来重大风险。他们表示，可能很快就会加息，并表示债券投资组合的平仓力度可能会很大。会议纪要表示:“与会者认为，鉴于美联储目前持有的证券规模较高，大幅缩减资产负债表规模可能是合适的。”美国联邦公开市场委员会(FOMC)强烈暗示最早将在3月份上调利率。尽管会议纪要的语气看似强硬，但股市在会议纪要公布后收复了失地。道富环球投资管理公司(State Street Global Advisors)首席经济学家西蒙娜•莫卡塔(Simona Mocuta)表示:“市场将这些言论解读为相对于预期较为温和。”过去几周，市场一直处于紧张状态，因通胀飙升，加上部分美联储官员(尤其是圣路易斯联邦储备银行行长布拉德)发表的强硬言论，令交易员预计美联储今年将加息七次，每次0.25个百分点。会议纪要公布后，市场预期有所回落，目前美联储上调基准利率1.75个百分点的几率为50%。“最近有太多的炒作，我认为每个人都准备好了纪要会采取非常强硬的语气，”莫卡塔说。除了利率外，该委员会还制定了如何开始剥离其近9万亿美元资产负债表的程序。该资产负债表主要由美联储为压低利率和刺激经济增长而购买的债券组成。3月也是资产购买计划结束的月份，不过一些与会成员希望能更快结束。会议纪要称，\"几位与会者表示，他们倾向于更早结束委员会的净资产购买计划，以发出更强烈的信号，表明委员会致力于降低通胀。\"委员们讨论如何削减资产负债表。最有可能的方法是，不再投资到期债券。 不过，一些官员说，可能有必要直接出售抵押贷款，以使资产负债表中只持有美国国债。不过自此次会议以来，最新的通胀数据显示，物价正以40年来最快的速度上涨。美联储的目标是平均通胀率在2%左右，官员们也承认，政策需要收紧以降低价格。会议纪要显示，通货膨胀在会议中占据了大量的讨论内容。这个词在纪要中被提到了73次，成员们表示，价格上涨比他们预期的更强劲、更持久。文件称:“与会者指出，最近的通胀数据继续显著超过委员会的长期目标，高通胀持续的时间超过了他们的预期，这反映了与疫情和经济重启有关的供需失衡。”联邦公开市场委员会成员指出，通胀开始蔓延到受疫情影响的行业之外，并进入更广泛的经济领域。与会者承认，高通胀是美国家庭的负担，尤其是那些最无力支付更高价格购买基本商品和服务的家庭。会议还讨论了金融稳定问题。官员们指出，风险来自于资产价格的上涨以及加密资产价格的快速上涨。","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099372079,"gmtCreate":1643301242924,"gmtModify":1676533801342,"author":{"id":"3566454036102412","authorId":"3566454036102412","name":"laiyuanp","avatar":"https://static.tigerbbs.com/b85688734b25c5d26fde174e596c8fd8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566454036102412","authorIdStr":"3566454036102412"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099372079","repostId":"1109896255","repostType":4,"isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163887616,"gmtCreate":1623870201535,"gmtModify":1703822070048,"author":{"id":"3566454036102412","authorId":"3566454036102412","name":"laiyuanp","avatar":"https://static.tigerbbs.com/b85688734b25c5d26fde174e596c8fd8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566454036102412","authorIdStr":"3566454036102412"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163887616","repostId":"1109204514","repostType":4,"repost":{"id":"1109204514","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":1623866545,"share":"https://ttm.financial/m/news/1109204514?lang=&edition=fundamental","pubTime":"2021-06-17 02:02","market":"other","language":"zh","title":"美联储点阵图：中位数预期到2023年底美联储将加息两次","url":"https://stock-news.laohu8.com/highlight/detail?id=1109204514","media":"老虎资讯综合","summary":"虽然依然保持近零利率和QE购债规模不变，但本周美联储会议释放了两年后、即2023年较有可能加息不止一次的明显信号。\n美东时间6月16日周三，美联储会后公布，联储货币政策委员会FOMC的委员一致同意，将","content":"<p>虽然依然保持近零利率和QE购债规模不变，但本周美联储会议释放了两年后、即2023年较有可能加息不止一次的明显信号。</p> \n<p>美东时间6月16日周三，美联储会后公布，联储货币政策委员会FOMC的委员一致同意，将政策利率联邦基金利率的目标水平保持在0-0.25%不变，符合市场预期，同时将超额准备金利率（IOER）和贴现利率仍分别维持在0.10%和0.25%。</p> \n<p>和前八次会后声明一样，美联储继续承诺，将为了支持美国经济而运用联储“所有范围”的政策工具。</p> \n<p>会后公布的点阵图显示，和今年3月上次发布的点阵图一样，所有美联储官员均预计今年利率保持不变，在2023年之后的更长时间内，多数联储官员预计利率会升至2.5%，高于联储长期目标2%。不同于上次点阵图的是：</p> \n<ul> \n <li>在18名发布预期的官员中，<b>本次有7人预计2022年将加息</b>，比上次这样预期的人数多3人，<b>人数占比将近40%。</b></li> \n <li>本次18人中有<b>13人预计2023年会加息，人数占比超过72%</b>，比上次预期2023年加息者多6人<b>。</b></li> \n <li><b>在预计2023年加息的这13人中，有11人预计届时利率将超过0.5%，</b>人数<b>占比超过61%</b>，比上次这样预期者多5人，<b>预计届时利率超过1%的有5人</b>，比上次这样预期者多3人，人数<b>占比将近30%</b>。</li> \n</ul> \n<p>这意味着，<b>若一次加息25个基点</b>，那么，<b>本次有六成以上的多数官员都预计，到2023年末，美联储将在当前基础上至少两次加息</b>。</p> \n<p>在美东下午2点FOMC决策公布后，10年期美债收益率升破1.50%和1.51%两道关口，日内转涨并升近2个基点。美股跌幅扩大，道指跌近370点或超1%，标普500指数跌近1%，纳指跌0.7%。5分钟后，道指跌幅小幅收窄至285点，标普500指数和纳指均跌0.7%。金银跳水，现货黄金日内重新下跌0.5%并失守1850美元，短线跌超10美元。比特币跌幅收窄，重回3.9万美元上方，美元指数升破90.70和90.80两道关口，刷新一个月高位。</p> \n<p></p>","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>美联储点阵图：中位数预期到2023年底美联储将加息两次</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美联储点阵图：中位数预期到2023年底美联储将加息两次\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\">2021-06-17 02:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>虽然依然保持近零利率和QE购债规模不变，但本周美联储会议释放了两年后、即2023年较有可能加息不止一次的明显信号。</p> \n<p>美东时间6月16日周三，美联储会后公布，联储货币政策委员会FOMC的委员一致同意，将政策利率联邦基金利率的目标水平保持在0-0.25%不变，符合市场预期，同时将超额准备金利率（IOER）和贴现利率仍分别维持在0.10%和0.25%。</p> \n<p>和前八次会后声明一样，美联储继续承诺，将为了支持美国经济而运用联储“所有范围”的政策工具。</p> \n<p>会后公布的点阵图显示，和今年3月上次发布的点阵图一样，所有美联储官员均预计今年利率保持不变，在2023年之后的更长时间内，多数联储官员预计利率会升至2.5%，高于联储长期目标2%。不同于上次点阵图的是：</p> \n<ul> \n <li>在18名发布预期的官员中，<b>本次有7人预计2022年将加息</b>，比上次这样预期的人数多3人，<b>人数占比将近40%。</b></li> \n <li>本次18人中有<b>13人预计2023年会加息，人数占比超过72%</b>，比上次预期2023年加息者多6人<b>。</b></li> \n <li><b>在预计2023年加息的这13人中，有11人预计届时利率将超过0.5%，</b>人数<b>占比超过61%</b>，比上次这样预期者多5人，<b>预计届时利率超过1%的有5人</b>，比上次这样预期者多3人，人数<b>占比将近30%</b>。</li> \n</ul> \n<p>这意味着，<b>若一次加息25个基点</b>，那么，<b>本次有六成以上的多数官员都预计，到2023年末，美联储将在当前基础上至少两次加息</b>。</p> \n<p>在美东下午2点FOMC决策公布后，10年期美债收益率升破1.50%和1.51%两道关口，日内转涨并升近2个基点。美股跌幅扩大，道指跌近370点或超1%，标普500指数跌近1%，纳指跌0.7%。5分钟后，道指跌幅小幅收窄至285点，标普500指数和纳指均跌0.7%。金银跳水，现货黄金日内重新下跌0.5%并失守1850美元，短线跌超10美元。比特币跌幅收窄，重回3.9万美元上方，美元指数升破90.70和90.80两道关口，刷新一个月高位。</p> \n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a1de7aced7748879f251930783a3cb1","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109204514","content_text":"虽然依然保持近零利率和QE购债规模不变，但本周美联储会议释放了两年后、即2023年较有可能加息不止一次的明显信号。\n美东时间6月16日周三，美联储会后公布，联储货币政策委员会FOMC的委员一致同意，将政策利率联邦基金利率的目标水平保持在0-0.25%不变，符合市场预期，同时将超额准备金利率（IOER）和贴现利率仍分别维持在0.10%和0.25%。\n和前八次会后声明一样，美联储继续承诺，将为了支持美国经济而运用联储“所有范围”的政策工具。\n会后公布的点阵图显示，和今年3月上次发布的点阵图一样，所有美联储官员均预计今年利率保持不变，在2023年之后的更长时间内，多数联储官员预计利率会升至2.5%，高于联储长期目标2%。不同于上次点阵图的是：\n\n在18名发布预期的官员中，本次有7人预计2022年将加息，比上次这样预期的人数多3人，人数占比将近40%。\n本次18人中有13人预计2023年会加息，人数占比超过72%，比上次预期2023年加息者多6人。\n在预计2023年加息的这13人中，有11人预计届时利率将超过0.5%，人数占比超过61%，比上次这样预期者多5人，预计届时利率超过1%的有5人，比上次这样预期者多3人，人数占比将近30%。\n\n这意味着，若一次加息25个基点，那么，本次有六成以上的多数官员都预计，到2023年末，美联储将在当前基础上至少两次加息。\n在美东下午2点FOMC决策公布后，10年期美债收益率升破1.50%和1.51%两道关口，日内转涨并升近2个基点。美股跌幅扩大，道指跌近370点或超1%，标普500指数跌近1%，纳指跌0.7%。5分钟后，道指跌幅小幅收窄至285点，标普500指数和纳指均跌0.7%。金银跳水，现货黄金日内重新下跌0.5%并失守1850美元，短线跌超10美元。比特币跌幅收窄，重回3.9万美元上方，美元指数升破90.70和90.80两道关口，刷新一个月高位。","news_type":1},"isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322720242,"gmtCreate":1615831529286,"gmtModify":1704787272940,"author":{"id":"3566454036102412","authorId":"3566454036102412","name":"laiyuanp","avatar":"https://static.tigerbbs.com/b85688734b25c5d26fde174e596c8fd8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566454036102412","authorIdStr":"3566454036102412"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GDRX\">$GoodRx Holdings, Inc.(GDRX)$</a>BUY and HOLD","listText":"<a href=\"https://laohu8.com/S/GDRX\">$GoodRx Holdings, Inc.(GDRX)$</a>BUY and HOLD","text":"$GoodRx Holdings, Inc.(GDRX)$BUY and HOLD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322720242","isVote":1,"tweetType":1,"viewCount":865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073974452,"gmtCreate":1657274204776,"gmtModify":1676535983723,"author":{"id":"3566454036102412","authorId":"3566454036102412","name":"laiyuanp","avatar":"https://static.tigerbbs.com/b85688734b25c5d26fde174e596c8fd8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566454036102412","authorIdStr":"3566454036102412"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073974452","repostId":"2249890652","repostType":2,"repost":{"id":"2249890652","pubTimestamp":1657273698,"share":"https://ttm.financial/m/news/2249890652?lang=&edition=fundamental","pubTime":"2022-07-08 17:48","market":"us","language":"en","title":"TSMC Sales Soar 44% in Another Sign of Resilient Tech Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2249890652","media":"Bloomberg","summary":"(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. reported better-than-expected quarterly revenu","content":"<html><head></head><body><p>(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. reported better-than-expected quarterly revenue, providing another signal that electronics demand is holding up better than feared.</p><p>The world’s largest contract chipmaker booked NT$534.1 billion ($17.9 billion) of revenue for the second quarter, according to Bloomberg’s calculations, compared with the average analysts’ estimate of NT$519 billion.</p><p>The results from Apple Inc.’s most important chipmaker may allay investors’ worst fears about the impact of weakening demand and soaring costs on the $550 billion semiconductor industry. On Thursday, Samsung Electronics Co. also reported a better-than-anticipated 21% jump in revenue, triggering an Asian stock rally.</p><p>While concerns linger about the longer-term impact of a potential global recession, investors seized on Samsung’s top-line expansion as a sign that chip stocks may have been oversold. TSMC may be able to exceed its goal of growing sales by 30% in US dollar terms this year, said Jeff Pu, an analyst with Haitong International Securities.</p><p>“TSMC’s second-quarter sales is slightly lower than the most recent market expectations,” Pu said. “But the company’s third quarter revenue may outperform consensus, aided by its price hike and Apple’s new product launch.”</p><p>TSMC, the world’s most advanced maker of silicon chips, has benefited from its most important customer. Over the past year and a half, Apple has launched five types of Mac chips. The Taiwanese firm also continues to ride the auto industry’s growing demand for semiconductors as cars become more digitized.</p><p>Signs are emerging that the chip supply issues that plagued gadget companies and automakers for more than a year are easing. Auto executives have said they are seeing an improvement in component supply, while delivery times for chips fell by one day in June.</p><p>Shares of TSMC closed up 2.1% on Friday ahead of the revenue announcement, but are still down 24% this year after a broader tech selloff on recession worries.</p><p>“Robust demand for high-performance computing and automotive chips should prevail, while negative impacts from a weaker smartphone-chip demand outlook may not kick in until 4Q,” Bloomberg Intelligence analyst Charles Shum wrote in a note ahead of TSMC’s Friday announcement.</p></body></html>","source":"lsy1584095487587","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>TSMC Sales Soar 44% in Another Sign of Resilient Tech Demand</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\">\nTSMC Sales Soar 44% in Another Sign of Resilient Tech Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-08 17:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-08/tsmc-sales-beat-estimates-in-another-signal-of-resilient-demand?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. reported better-than-expected quarterly revenue, providing another signal that electronics demand is holding up better than feared.The world’s ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-08/tsmc-sales-beat-estimates-in-another-signal-of-resilient-demand?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-08/tsmc-sales-beat-estimates-in-another-signal-of-resilient-demand?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249890652","content_text":"(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. reported better-than-expected quarterly revenue, providing another signal that electronics demand is holding up better than feared.The world’s largest contract chipmaker booked NT$534.1 billion ($17.9 billion) of revenue for the second quarter, according to Bloomberg’s calculations, compared with the average analysts’ estimate of NT$519 billion.The results from Apple Inc.’s most important chipmaker may allay investors’ worst fears about the impact of weakening demand and soaring costs on the $550 billion semiconductor industry. On Thursday, Samsung Electronics Co. also reported a better-than-anticipated 21% jump in revenue, triggering an Asian stock rally.While concerns linger about the longer-term impact of a potential global recession, investors seized on Samsung’s top-line expansion as a sign that chip stocks may have been oversold. TSMC may be able to exceed its goal of growing sales by 30% in US dollar terms this year, said Jeff Pu, an analyst with Haitong International Securities.“TSMC’s second-quarter sales is slightly lower than the most recent market expectations,” Pu said. “But the company’s third quarter revenue may outperform consensus, aided by its price hike and Apple’s new product launch.”TSMC, the world’s most advanced maker of silicon chips, has benefited from its most important customer. Over the past year and a half, Apple has launched five types of Mac chips. The Taiwanese firm also continues to ride the auto industry’s growing demand for semiconductors as cars become more digitized.Signs are emerging that the chip supply issues that plagued gadget companies and automakers for more than a year are easing. Auto executives have said they are seeing an improvement in component supply, while delivery times for chips fell by one day in June.Shares of TSMC closed up 2.1% on Friday ahead of the revenue announcement, but are still down 24% this year after a broader tech selloff on recession worries.“Robust demand for high-performance computing and automotive chips should prevail, while negative impacts from a weaker smartphone-chip demand outlook may not kick in until 4Q,” Bloomberg Intelligence analyst Charles Shum wrote in a note ahead of TSMC’s Friday announcement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094863110,"gmtCreate":1645110364668,"gmtModify":1676533998436,"author":{"id":"3566454036102412","authorId":"3566454036102412","name":"laiyuanp","avatar":"https://static.tigerbbs.com/b85688734b25c5d26fde174e596c8fd8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566454036102412","authorIdStr":"3566454036102412"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094863110","repostId":"638357592","repostType":1,"repost":{"id":638357592,"gmtCreate":1645093600833,"gmtModify":1676532733230,"author":{"id":"3517470799234869","authorId":"3517470799234869","name":"价值研究所","avatar":"https://static.tigerbbs.com/411028d5b16468325d7db306eec93a16","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517470799234869","authorIdStr":"3517470799234869"},"themes":[],"title":"英偉達Q4業績爆表股價卻跌了，都是挖礦遇冷惹的禍？","htmlText":"如果要問如今芯片半導體行業，誰的風頭最盛、吸金能力最強，除了晶圓代工巨頭臺積電之外，相信很多人會第一時間想到另一個名字——英偉達。根據北京時間2月17日凌晨公佈2022財年四季度（截止2022年1月31日）財報，英偉達沒有辜負投資者的信任，交出了一份相當不錯的成績單：營收、利潤雙雙超過市場預期，對新財年的業績預期也超過Refinitiv此前給出的預測。英偉達CEO黃仁勳在業績說明中自信十足地表示： “我們看到市場對英偉達計算平臺異常旺盛的需求，我們公司正在推動人工智能、數字生物學、氣候科學、遊戲、自動駕駛等高新技術領域的進步。” 然而，對於這一份亮點滿滿的財報，資本市場似乎並不買賬。數據顯示，英偉達股價在美股盤後交易中直線下挫，跌超2%。截止發稿時，其股價依舊未見起色，跌幅一度擴大至逾3%。當然，英偉達股價承壓和美股大盤走低有一定關係。行情數據顯示，北京時間17日下午，美股股指期貨紛紛走低，納指期貨短線跌0.8%，標普500指數期貨跌0.64%，道指期貨跌0.58%。包括俄烏局勢、美國通脹升溫以及美聯儲的加息預期等利空消息，都在拖累美股盤前表現。尤其是國際形勢方面，根據路透社最新消息，目前已在頓涅茨克機場和東烏克蘭村莊聽到炮擊聲，俄烏局勢進一步趨緊。但在這些客觀因素和大盤承壓之外，我們也不得正視英偉達這份財報裏傳遞的不利信息。在半導體盛世之下，英偉達頭頂的烏雲已隱約可見。吸金兇猛！英偉達四季度淨利潤直接翻倍從關鍵財務數據來看，英偉達四季度表現相當突出，營收、利潤雙雙超過市場預期，同比增速也相當突出。首先，英偉達四季度營收達到76.4億美元，高於路透此前預期的74億美元，是連續第七個季度超過市場預期。在四季度強勁業績的拉動下，英偉達2022財年總營收達到269.1億美元。更重要的是，無論從同比還是環比的角度看，英偉達營收增速都保持在極高水準。同比上一財年，英偉達四季度營收增幅","listText":"如果要問如今芯片半導體行業，誰的風頭最盛、吸金能力最強，除了晶圓代工巨頭臺積電之外，相信很多人會第一時間想到另一個名字——英偉達。根據北京時間2月17日凌晨公佈2022財年四季度（截止2022年1月31日）財報，英偉達沒有辜負投資者的信任，交出了一份相當不錯的成績單：營收、利潤雙雙超過市場預期，對新財年的業績預期也超過Refinitiv此前給出的預測。英偉達CEO黃仁勳在業績說明中自信十足地表示： “我們看到市場對英偉達計算平臺異常旺盛的需求，我們公司正在推動人工智能、數字生物學、氣候科學、遊戲、自動駕駛等高新技術領域的進步。” 然而，對於這一份亮點滿滿的財報，資本市場似乎並不買賬。數據顯示，英偉達股價在美股盤後交易中直線下挫，跌超2%。截止發稿時，其股價依舊未見起色，跌幅一度擴大至逾3%。當然，英偉達股價承壓和美股大盤走低有一定關係。行情數據顯示，北京時間17日下午，美股股指期貨紛紛走低，納指期貨短線跌0.8%，標普500指數期貨跌0.64%，道指期貨跌0.58%。包括俄烏局勢、美國通脹升溫以及美聯儲的加息預期等利空消息，都在拖累美股盤前表現。尤其是國際形勢方面，根據路透社最新消息，目前已在頓涅茨克機場和東烏克蘭村莊聽到炮擊聲，俄烏局勢進一步趨緊。但在這些客觀因素和大盤承壓之外，我們也不得正視英偉達這份財報裏傳遞的不利信息。在半導體盛世之下，英偉達頭頂的烏雲已隱約可見。吸金兇猛！英偉達四季度淨利潤直接翻倍從關鍵財務數據來看，英偉達四季度表現相當突出，營收、利潤雙雙超過市場預期，同比增速也相當突出。首先，英偉達四季度營收達到76.4億美元，高於路透此前預期的74億美元，是連續第七個季度超過市場預期。在四季度強勁業績的拉動下，英偉達2022財年總營收達到269.1億美元。更重要的是，無論從同比還是環比的角度看，英偉達營收增速都保持在極高水準。同比上一財年，英偉達四季度營收增幅","text":"如果要問如今芯片半導體行業，誰的風頭最盛、吸金能力最強，除了晶圓代工巨頭臺積電之外，相信很多人會第一時間想到另一個名字——英偉達。根據北京時間2月17日凌晨公佈2022財年四季度（截止2022年1月31日）財報，英偉達沒有辜負投資者的信任，交出了一份相當不錯的成績單：營收、利潤雙雙超過市場預期，對新財年的業績預期也超過Refinitiv此前給出的預測。英偉達CEO黃仁勳在業績說明中自信十足地表示： “我們看到市場對英偉達計算平臺異常旺盛的需求，我們公司正在推動人工智能、數字生物學、氣候科學、遊戲、自動駕駛等高新技術領域的進步。” 然而，對於這一份亮點滿滿的財報，資本市場似乎並不買賬。數據顯示，英偉達股價在美股盤後交易中直線下挫，跌超2%。截止發稿時，其股價依舊未見起色，跌幅一度擴大至逾3%。當然，英偉達股價承壓和美股大盤走低有一定關係。行情數據顯示，北京時間17日下午，美股股指期貨紛紛走低，納指期貨短線跌0.8%，標普500指數期貨跌0.64%，道指期貨跌0.58%。包括俄烏局勢、美國通脹升溫以及美聯儲的加息預期等利空消息，都在拖累美股盤前表現。尤其是國際形勢方面，根據路透社最新消息，目前已在頓涅茨克機場和東烏克蘭村莊聽到炮擊聲，俄烏局勢進一步趨緊。但在這些客觀因素和大盤承壓之外，我們也不得正視英偉達這份財報裏傳遞的不利信息。在半導體盛世之下，英偉達頭頂的烏雲已隱約可見。吸金兇猛！英偉達四季度淨利潤直接翻倍從關鍵財務數據來看，英偉達四季度表現相當突出，營收、利潤雙雙超過市場預期，同比增速也相當突出。首先，英偉達四季度營收達到76.4億美元，高於路透此前預期的74億美元，是連續第七個季度超過市場預期。在四季度強勁業績的拉動下，英偉達2022財年總營收達到269.1億美元。更重要的是，無論從同比還是環比的角度看，英偉達營收增速都保持在極高水準。同比上一財年，英偉達四季度營收增幅","images":[{"img":"https://static.tigerbbs.com/5e36b0ea44433eebe1f6b792f061fe98","width":"1055","height":"752"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/638357592","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099972076,"gmtCreate":1643294297295,"gmtModify":1676533798826,"author":{"id":"3566454036102412","authorId":"3566454036102412","name":"laiyuanp","avatar":"https://static.tigerbbs.com/b85688734b25c5d26fde174e596c8fd8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566454036102412","authorIdStr":"3566454036102412"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099972076","repostId":"9004448317","repostType":1,"repost":{"id":9004448317,"gmtCreate":1642676525258,"gmtModify":1676533734534,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"Join Tiger Ski Championship, Win a Bonus of Up to USD 2022","htmlText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","listText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","text":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: Click to Join the Game","images":[{"img":"https://static.tigerbbs.com/a7b44fa056439fb4010fa55e163d27c3","width":"750","height":"1726"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004448317","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}