非一般股民 personal page - To The Moon

非一般股民

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非一般股民

03-09 20:03

orcale

非一般股民

03-09 20:03

hso

非一般股民

03-09 20:02

gld

非一般股民

03-09 20:02

oil

@期貨茄哩虎:【📠期貨趨勢解碼】油價突破三位數但逼近失控邊緣？若未降溫恐迎來全球動盪？

非一般股民

03-07 08:56

tgt

非一般股民

03-07 08:56

goog

非一般股民

03-07 08:56

brc

非一般股民

03-07 08:55

jd

非一般股民

03-05

short call

非一般股民

03-05

BTC

非一般股民

03-05

autozone

非一般股民

03-04

taco

@期貨茄哩虎:【📠期貨趨勢解碼】點解特朗普今次唔再TACO，美以對伊朗發動戰爭想得到乜？

非一般股民

03-04

gld

非一般股民

03-04

TQQQ

非一般股民

03-04

gogogo

非一般股民

03-02

avgo

@財報話你知:⏰本週AVGO，MINIMAX，京東，嗶哩嗶哩等財報嚟襲，你最鐘意邊家財報？

非一般股民

02-28

hsi

非一般股民

02-28

nvda

@ETF唔係ET虎:【🎁有獎話題】英偉達急跌，點解人工智慧ETF尚未流行起來，投資人熱錢去咗邊度？

非一般股民

02-27

google

@期權叻叻虎:【🎁期權掘金】谷歌AI芯片戰略發力，Call單飆升207%！英偉達績前驚現Put單大額對沖？

非一般股民

02-27

ai go

Go to Tiger App to see more news

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<a href=\"https://ttm.financial/S/.SPX\">$標普500(.SPX)$&lt;/</a>","listText":"各位小虎們大家好呀！今天一開盤，WTI原油期貨和布油主連期貨價格直接突破100美元大關，盤中升幅一度超過29%，截至目前，WTI原油期貨升幅回落至13%左右，布油現金主連回落至16%左右。[Cool]主要的原因不需要期貨茄哩虎多講，還是因為美伊戰爭導致，同時沒有任何跡象表明戰況會有所緩解，而此前伊朗則表示不會退縮，美國總統特朗普則表示美國將考慮針對伊朗境內未針對的地區和人羣進行襲擊，「襲擊將持續到他們投降，更有可能是完全崩潰！」他講道。[OMG]大家別忘了，阿聯酋、伊拉克、科威特等產油國已經開始減少石油產量，油輪不斷避開霍爾木茲海峽，這就導致全球石油市場「亂上加亂」！而對於市場、散戶、分析師和交易員來說，戰爭正將油價推向新的高點以及臨界點！有分析師更表示，只要中斷每增加一天，壓力就會增加，短期內價格實際上「沒有上限」！[Facepalm]那麼本期期貨趨勢解碼，茄哩虎邀請到了兩位分析師——Ivan和Dream，來看看他們是如何看待當前以及未來的油市行情吧~~~[Sly]WTI原油主連期貨價格一度狂飆29%布油現金主連也突破三位數Ivan：警惕局面突然反轉的風險！在美以斬首伊朗關鍵人物的行動後，原本的劇本是打算扶植伊朗中的親美首領，這樣既達到美國的利益，同時又令金融市場的影響最小化，委內瑞拉就是該劇本的成功例子。[Onlooker]但過去一週我們發現，伊朗事件並未如美國設想的劇本進行，伊朗新領導人可能仍是非親美派，同時封鎖霍爾木茲海峽對特朗普是致命的！更重要的是，在臨近的中期選舉前，如果油價未能快速平息，那麼特朗普所在的共和黨可能會丟失議席，使特朗普後半段的執政時間難有作為。而就目前形勢來說，海峽解封恐怕仍需要一些時間，所以金融市場已經提前交易經濟的滯脹風險。[Eye] <a href=\"https://ttm.financial/S/.SPX\">$標普500(.SPX)$&lt;/</a>","text":"各位小虎們大家好呀！今天一開盤，WTI原油期貨和布油主連期貨價格直接突破100美元大關，盤中升幅一度超過29%，截至目前，WTI原油期貨升幅回落至13%左右，布油現金主連回落至16%左右。[Cool]主要的原因不需要期貨茄哩虎多講，還是因為美伊戰爭導致，同時沒有任何跡象表明戰況會有所緩解，而此前伊朗則表示不會退縮，美國總統特朗普則表示美國將考慮針對伊朗境內未針對的地區和人羣進行襲擊，「襲擊將持續到他們投降，更有可能是完全崩潰！」他講道。[OMG]大家別忘了，阿聯酋、伊拉克、科威特等產油國已經開始減少石油產量，油輪不斷避開霍爾木茲海峽，這就導致全球石油市場「亂上加亂」！而對於市場、散戶、分析師和交易員來說，戰爭正將油價推向新的高點以及臨界點！有分析師更表示，只要中斷每增加一天，壓力就會增加，短期內價格實際上「沒有上限」！[Facepalm]那麼本期期貨趨勢解碼，茄哩虎邀請到了兩位分析師——Ivan和Dream，來看看他們是如何看待當前以及未來的油市行情吧~~~[Sly]WTI原油主連期貨價格一度狂飆29%布油現金主連也突破三位數Ivan：警惕局面突然反轉的風險！在美以斬首伊朗關鍵人物的行動後，原本的劇本是打算扶植伊朗中的親美首領，這樣既達到美國的利益，同時又令金融市場的影響最小化，委內瑞拉就是該劇本的成功例子。[Onlooker]但過去一週我們發現，伊朗事件並未如美國設想的劇本進行，伊朗新領導人可能仍是非親美派，同時封鎖霍爾木茲海峽對特朗普是致命的！更重要的是，在臨近的中期選舉前，如果油價未能快速平息，那麼特朗普所在的共和黨可能會丟失議席，使特朗普後半段的執政時間難有作為。而就目前形勢來說，海峽解封恐怕仍需要一些時間，所以金融市場已經提前交易經濟的滯脹風險。[Eye] 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本次的戰爭有些超出預期，很多人認為之前美國和伊朗之間不會演變成真正的戰爭，而且在戰爭打響前，美國和伊朗雙方也都曾有緩和衝突的言論出來，美國特朗普也明確表示不會尋求對伊的軍事行動。而伊朗方面呢，也同樣示弱的很及時，說不會尋求可製造的核彈的核材料。[Onlooker] 這本來就是皆大歡喜的好事情，結果被以色列攪黃了，內塔尼亞胡這個看熱鬧不嫌事大的國家，搶在美伊的嘴炮衝突結束前，先發制人對伊朗發動軍事打擊，成功把美國拖下了水。[OMG] 圖源：WSJ 所以很多人，包括我們對這次的戰爭的爆發都預期低了，大家都認為這次特朗普會再度TACO，但反而這次特朗普不再後退，而是迎着戰爭往前推進，為什麼呢？交易員Owen考慮有這麼幾個原因，大家也可以在評論區積極討論哦~~~ 第一，我們一開始認為的特朗普取上得中的TACO策略這次不再奏效，很可能是考慮到美以對伊朗的實力是絕對碾壓，戰爭成本可控，所以特朗普有可能是為了改變既有的世界上對他的TACO的嘴臉預期而悍然發起這次打擊，並導致了哈梅內伊的去世。 第二，有小虎們認為這次美國對伊朗的行動是為了控制伊朗的石油，肯定是有道理的，但我個人覺得不是最重要的原因，因為伊朗對美以是世仇，美國僅僅通過打擊和製造傀儡政府的傳統手段，恐怕無法很快的全盤控制伊朗，進而達到大量奪取石油資源的目的！此外，從美國當前的原油庫存，以及生成量上看也並不缺石油，更重要的是，如果美國是為了控制石油資源，達到鞏固石油美元體系的目的的話，這個效果應該是長期緩慢的來兌現的，而目前特朗普的連任仍然具有很大不確定性，他大概率不會因為長遠的美國利益，而動用太大的短期成本。 第三，這次的美以對伊的聯合打擊，我認為是特朗普為了獲得以色列在大選上的支持，加上改變全球市場對他TACO嘴臉的預期改變，再加上打擊中東反美核心力量伊朗來增加自己在大選中的支持率","listText":"小虎們，特朗普又搞事了！！！[Great] 本次的戰爭有些超出預期，很多人認為之前美國和伊朗之間不會演變成真正的戰爭，而且在戰爭打響前，美國和伊朗雙方也都曾有緩和衝突的言論出來，美國特朗普也明確表示不會尋求對伊的軍事行動。而伊朗方面呢，也同樣示弱的很及時，說不會尋求可製造的核彈的核材料。[Onlooker] 這本來就是皆大歡喜的好事情，結果被以色列攪黃了，內塔尼亞胡這個看熱鬧不嫌事大的國家，搶在美伊的嘴炮衝突結束前，先發制人對伊朗發動軍事打擊，成功把美國拖下了水。[OMG] 圖源：WSJ 所以很多人，包括我們對這次的戰爭的爆發都預期低了，大家都認為這次特朗普會再度TACO，但反而這次特朗普不再後退，而是迎着戰爭往前推進，為什麼呢？交易員Owen考慮有這麼幾個原因，大家也可以在評論區積極討論哦~~~ 第一，我們一開始認為的特朗普取上得中的TACO策略這次不再奏效，很可能是考慮到美以對伊朗的實力是絕對碾壓，戰爭成本可控，所以特朗普有可能是為了改變既有的世界上對他的TACO的嘴臉預期而悍然發起這次打擊，並導致了哈梅內伊的去世。 第二，有小虎們認為這次美國對伊朗的行動是為了控制伊朗的石油，肯定是有道理的，但我個人覺得不是最重要的原因，因為伊朗對美以是世仇，美國僅僅通過打擊和製造傀儡政府的傳統手段，恐怕無法很快的全盤控制伊朗，進而達到大量奪取石油資源的目的！此外，從美國當前的原油庫存，以及生成量上看也並不缺石油，更重要的是，如果美國是為了控制石油資源，達到鞏固石油美元體系的目的的話，這個效果應該是長期緩慢的來兌現的，而目前特朗普的連任仍然具有很大不確定性，他大概率不會因為長遠的美國利益，而動用太大的短期成本。 第三，這次的美以對伊的聯合打擊，我認為是特朗普為了獲得以色列在大選上的支持，加上改變全球市場對他TACO嘴臉的預期改變，再加上打擊中東反美核心力量伊朗來增加自己在大選中的支持率","text":"小虎們，特朗普又搞事了！！！[Great] 本次的戰爭有些超出預期，很多人認為之前美國和伊朗之間不會演變成真正的戰爭，而且在戰爭打響前，美國和伊朗雙方也都曾有緩和衝突的言論出來，美國特朗普也明確表示不會尋求對伊的軍事行動。而伊朗方面呢，也同樣示弱的很及時，說不會尋求可製造的核彈的核材料。[Onlooker] 這本來就是皆大歡喜的好事情，結果被以色列攪黃了，內塔尼亞胡這個看熱鬧不嫌事大的國家，搶在美伊的嘴炮衝突結束前，先發制人對伊朗發動軍事打擊，成功把美國拖下了水。[OMG] 圖源：WSJ 所以很多人，包括我們對這次的戰爭的爆發都預期低了，大家都認為這次特朗普會再度TACO，但反而這次特朗普不再後退，而是迎着戰爭往前推進，為什麼呢？交易員Owen考慮有這麼幾個原因，大家也可以在評論區積極討論哦~~~ 第一，我們一開始認為的特朗普取上得中的TACO策略這次不再奏效，很可能是考慮到美以對伊朗的實力是絕對碾壓，戰爭成本可控，所以特朗普有可能是為了改變既有的世界上對他的TACO的嘴臉預期而悍然發起這次打擊，並導致了哈梅內伊的去世。 第二，有小虎們認為這次美國對伊朗的行動是為了控制伊朗的石油，肯定是有道理的，但我個人覺得不是最重要的原因，因為伊朗對美以是世仇，美國僅僅通過打擊和製造傀儡政府的傳統手段，恐怕無法很快的全盤控制伊朗，進而達到大量奪取石油資源的目的！此外，從美國當前的原油庫存，以及生成量上看也並不缺石油，更重要的是，如果美國是為了控制石油資源，達到鞏固石油美元體系的目的的話，這個效果應該是長期緩慢的來兌現的，而目前特朗普的連任仍然具有很大不確定性，他大概率不會因為長遠的美國利益，而動用太大的短期成本。 第三，這次的美以對伊的聯合打擊，我認為是特朗普為了獲得以色列在大選上的支持，加上改變全球市場對他TACO嘴臉的預期改變，再加上打擊中東反美核心力量伊朗來增加自己在大選中的支持率","images":[{"img":"https://community-static.tradeup.com/news/b57b5471f21dae2bed1f5a532933137a"},{"img":"https://static.tigerbbs.com/f45cf713eb806bdf9a9fbce9f19908e6"},{"img":"https://community-static.tradeup.com/news/5532398a545a783a9f2495e2b3bc49f3"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/538210003931440","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":539090583570080,"gmtCreate":1772633323173,"gmtModify":1772633327522,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"htmlText":"gld","listText":"gld","text":"gld","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/539090583570080","isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":539081336124304,"gmtCreate":1772633216290,"gmtModify":1772633219327,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"htmlText":"TQQQ","listText":"TQQQ","text":"TQQQ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/539081336124304","isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":539080598389896,"gmtCreate":1772633162618,"gmtModify":1772633166751,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"htmlText":"gogogo","listText":"gogogo","text":"gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/539080598389896","isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":538330574747040,"gmtCreate":1772447752464,"gmtModify":1772447755595,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"htmlText":"avgo","listText":"avgo","text":"avgo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/538330574747040","repostId":"538203710476976","repostType":1,"repost":{"id":538203710476976,"gmtCreate":1772417842673,"gmtModify":1772433600117,"author":{"id":"4136423143289492","authorId":"4136423143289492","name":"財報話你知","avatar":"https://community-static.tradeup.com/news/96f437ff7e7f78c1e24bf0faa8c074dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4136423143289492","idStr":"4136423143289492"},"themes":[],"title":"⏰本週AVGO，MINIMAX，京東，嗶哩嗶哩等財報嚟襲，你最鐘意邊家財報？","htmlText":"小虎們，雖然港美股市迎來美國開展伊朗的黑天鵝暴擊！[Facepalm] 但老虎財報季依舊火熱進行中，本週美股有半導體巨頭之一的 <a href=\"https://ttm.financial/S/AVGO\">$博通(AVGO)$</a>， <a href=\"https://ttm.financial/S/MRVL\">$邁威爾科技(MRVL)$</a> , <a href=\"https://ttm.financial/S/OKTA\">$Okta Inc.(OKTA)$</a> 等公佈財報！[666] 港股有前陣子狂飆的 <a href=\"https://ttm.financial/S/00100\">$MINIMAX-WP(00100)$</a> ， <a href=\"https://ttm.financial/S/JD\">$京東(JD)$</a> ， <a href=\"https://ttm.financial/S/BILI\">$嗶哩嗶哩(BILI)$</a> , <a href=\"https://ttm.financial/S/00763\">$中興通訊(00763)$</a> 等公佈財報！[Call] 那麼你認為哪家財報將超出預期，可以在這個註定遭受重創的市場上殺出重圍？[YoYo] 🎯財報具體時間公佈 本週一美股盤前， <a href=\"https://ttm.financial/S/00100\">$MINIMAX-WP(00100)$</a> ， <a href=\"https://ttm.financial/S/SATS\">$回聲星通信(SATS)$</a> ， <a href=\"https://ttm.financial/S/ASTH\">$Astrana Health(ASTH)$</a> ，","listText":"小虎們，雖然港美股市迎來美國開展伊朗的黑天鵝暴擊！[Facepalm] 但老虎財報季依舊火熱進行中，本週美股有半導體巨頭之一的 <a href=\"https://ttm.financial/S/AVGO\">$博通(AVGO)$</a>， <a href=\"https://ttm.financial/S/MRVL\">$邁威爾科技(MRVL)$</a> , <a href=\"https://ttm.financial/S/OKTA\">$Okta Inc.(OKTA)$</a> 等公佈財報！[666] 港股有前陣子狂飆的 <a href=\"https://ttm.financial/S/00100\">$MINIMAX-WP(00100)$</a> ， <a href=\"https://ttm.financial/S/JD\">$京東(JD)$</a> ， <a href=\"https://ttm.financial/S/BILI\">$嗶哩嗶哩(BILI)$</a> , <a href=\"https://ttm.financial/S/00763\">$中興通訊(00763)$</a> 等公佈財報！[Call] 那麼你認為哪家財報將超出預期，可以在這個註定遭受重創的市場上殺出重圍？[YoYo] 🎯財報具體時間公佈 本週一美股盤前， <a href=\"https://ttm.financial/S/00100\">$MINIMAX-WP(00100)$</a> ， <a href=\"https://ttm.financial/S/SATS\">$回聲星通信(SATS)$</a> ， <a href=\"https://ttm.financial/S/ASTH\">$Astrana Health(ASTH)$</a> ，","text":"小虎們，雖然港美股市迎來美國開展伊朗的黑天鵝暴擊！[Facepalm] 但老虎財報季依舊火熱進行中，本週美股有半導體巨頭之一的 $博通(AVGO)$， $邁威爾科技(MRVL)$ , $Okta Inc.(OKTA)$ 等公佈財報！[666] 港股有前陣子狂飆的 $MINIMAX-WP(00100)$ ， $京東(JD)$ ， $嗶哩嗶哩(BILI)$ , $中興通訊(00763)$ 等公佈財報！[Call] 那麼你認為哪家財報將超出預期，可以在這個註定遭受重創的市場上殺出重圍？[YoYo] 🎯財報具體時間公佈 本週一美股盤前， $MINIMAX-WP(00100)$ ， $回聲星通信(SATS)$ ， $Astrana Health(ASTH)$ ，","images":[{"img":"https://community-static.tradeup.com/news/a5459bcdbb3a99574debdfda52e1b409"},{"img":"https://community-static.tradeup.com/news/561c5b3b1fa5f7e3d11633c6f2148b18"},{"img":"https://community-static.tradeup.com/news/a773cf2c36944cae5a8f042a636a75ed"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/538203710476976","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":537393828065776,"gmtCreate":1772221223742,"gmtModify":1772221227673,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"htmlText":"hsi","listText":"hsi","text":"hsi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/537393828065776","isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":537393294914216,"gmtCreate":1772221210456,"gmtModify":1772221213830,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"htmlText":"nvda","listText":"nvda","text":"nvda","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/537393294914216","repostId":"537251312317064","repostType":1,"repost":{"id":537251312317064,"gmtCreate":1772185411659,"gmtModify":1772199600687,"author":{"id":"4142573913947612","authorId":"4142573913947612","name":"ETF唔係ET虎","avatar":"https://community-static.tradeup.com/news/0c47e65ebcee63532badc6556a412fff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142573913947612","idStr":"4142573913947612"},"themes":[],"title":"【🎁有獎話題】英偉達急跌，點解人工智慧ETF尚未流行起來，投資人熱錢去咗邊度？","htmlText":"小虎們， <a href=\"https://ttm.financial/S/NVDA\">$英偉達(NVDA)$</a> 的股價突然大跌，事實上雖然其次次交出亮眼財報，但並未緩解市場對AI鬼故事的擔憂！[Put] 此外大空頭伯裡再次發博文指出，如果人們對人工智能的熱情開始消退，這個數據可能會帶來「災難性」的後果！[Surprised] 而這個關鍵數據就是英偉達的「採購義務」，事實上，從投資人的熱錢來看AI相關的ETF也並未真正流行起來，這是為何呢？[YoYo] 英偉達股價盤前急跌超5% 一、英偉達急跌背後：大空頭嘅警告與雲廠商嘅隱憂 「大空頭」伯裏嘅致命一問 電影《大空頭》原型、知名對沖基金經理Michael Burry今次又出手唱空。佢喺最新博文中指出， <a href=\"https://ttm.financial/S/NVDA\">$英偉達(NVDA)$</a> 財報入面有一個數據值得高度警惕，採購義務（即鎖定供應鏈嘅不可取消訂單）從一年前嘅161億美元飆升至952億美元。 伯裏解釋，呢個變化主要係因為臺積電要求英偉達為芯片定製同封裝預付更多現金，意味住英偉達「在需求明朗之前就落咗不可取消嘅訂單」。佢警告，如果未來AI需求一旦轉弱，呢啲鎖定嘅供應合約可能會變成災難性嘅負擔。 伯裏仲將今時今日嘅英偉達同互聯網泡沫時期嘅 <a href=\"https://ttm.financial/S/CSCO\">$思科(CSCO)$</a> 做對比。當年思科為咗應對預期嘅50%年增長，大舉鎖定供應鏈，結果科技支出回落後，公司滯留大量庫存同供應合約，最終要大幅撇賬，股價暴跌。 雖然伯裏承認英偉達超過70%嘅毛利率遠高於當年嘅思科，可以緩衝下行風險，但佢警告，呢種高利潤率部分依賴異常強勁嘅需求同定價權，一旦需求逆轉，利潤率可能會快速回落。 英偉達業績前Michael Burry再質疑AI基建狂潮","listText":"小虎們， <a href=\"https://ttm.financial/S/NVDA\">$英偉達(NVDA)$</a> 的股價突然大跌，事實上雖然其次次交出亮眼財報，但並未緩解市場對AI鬼故事的擔憂！[Put] 此外大空頭伯裡再次發博文指出，如果人們對人工智能的熱情開始消退，這個數據可能會帶來「災難性」的後果！[Surprised] 而這個關鍵數據就是英偉達的「採購義務」，事實上，從投資人的熱錢來看AI相關的ETF也並未真正流行起來，這是為何呢？[YoYo] 英偉達股價盤前急跌超5% 一、英偉達急跌背後：大空頭嘅警告與雲廠商嘅隱憂 「大空頭」伯裏嘅致命一問 電影《大空頭》原型、知名對沖基金經理Michael Burry今次又出手唱空。佢喺最新博文中指出， <a href=\"https://ttm.financial/S/NVDA\">$英偉達(NVDA)$</a> 財報入面有一個數據值得高度警惕，採購義務（即鎖定供應鏈嘅不可取消訂單）從一年前嘅161億美元飆升至952億美元。 伯裏解釋，呢個變化主要係因為臺積電要求英偉達為芯片定製同封裝預付更多現金，意味住英偉達「在需求明朗之前就落咗不可取消嘅訂單」。佢警告，如果未來AI需求一旦轉弱，呢啲鎖定嘅供應合約可能會變成災難性嘅負擔。 伯裏仲將今時今日嘅英偉達同互聯網泡沫時期嘅 <a href=\"https://ttm.financial/S/CSCO\">$思科(CSCO)$</a> 做對比。當年思科為咗應對預期嘅50%年增長，大舉鎖定供應鏈，結果科技支出回落後，公司滯留大量庫存同供應合約，最終要大幅撇賬，股價暴跌。 雖然伯裏承認英偉達超過70%嘅毛利率遠高於當年嘅思科，可以緩衝下行風險，但佢警告，呢種高利潤率部分依賴異常強勁嘅需求同定價權，一旦需求逆轉，利潤率可能會快速回落。 英偉達業績前Michael Burry再質疑AI基建狂潮","text":"小虎們， $英偉達(NVDA)$ 的股價突然大跌，事實上雖然其次次交出亮眼財報，但並未緩解市場對AI鬼故事的擔憂！[Put] 此外大空頭伯裡再次發博文指出，如果人們對人工智能的熱情開始消退，這個數據可能會帶來「災難性」的後果！[Surprised] 而這個關鍵數據就是英偉達的「採購義務」，事實上，從投資人的熱錢來看AI相關的ETF也並未真正流行起來，這是為何呢？[YoYo] 英偉達股價盤前急跌超5% 一、英偉達急跌背後：大空頭嘅警告與雲廠商嘅隱憂 「大空頭」伯裏嘅致命一問 電影《大空頭》原型、知名對沖基金經理Michael Burry今次又出手唱空。佢喺最新博文中指出， $英偉達(NVDA)$ 財報入面有一個數據值得高度警惕，採購義務（即鎖定供應鏈嘅不可取消訂單）從一年前嘅161億美元飆升至952億美元。 伯裏解釋，呢個變化主要係因為臺積電要求英偉達為芯片定製同封裝預付更多現金，意味住英偉達「在需求明朗之前就落咗不可取消嘅訂單」。佢警告，如果未來AI需求一旦轉弱，呢啲鎖定嘅供應合約可能會變成災難性嘅負擔。 伯裏仲將今時今日嘅英偉達同互聯網泡沫時期嘅 $思科(CSCO)$ 做對比。當年思科為咗應對預期嘅50%年增長，大舉鎖定供應鏈，結果科技支出回落後，公司滯留大量庫存同供應合約，最終要大幅撇賬，股價暴跌。 雖然伯裏承認英偉達超過70%嘅毛利率遠高於當年嘅思科，可以緩衝下行風險，但佢警告，呢種高利潤率部分依賴異常強勁嘅需求同定價權，一旦需求逆轉，利潤率可能會快速回落。 英偉達業績前Michael 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