andy66

{"i18n":{"language":"en_US"},"userPageInfo":{"id":4180706481370712,"uuid":"4180706481370712","gmtCreate":1717603341926,"gmtModify":1724318854177,"name":"andy66","pinyin":"andy66","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":3,"headSize":0,"tweetSize":25,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":349025967616256,"gmtCreate":1726241681896,"gmtModify":1726241685750,"author":{"id":"4180706481370712","authorId":"4180706481370712","authorIdStr":"4180706481370712","name":"andy66","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180706481370712"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> I bought some at 118. Now I'm just waiting for the leeks to pull it up so that I can sell and get a good price.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> I bought some at 118. Now I'm just waiting for the leeks to pull it up so that I can sell and get a good price.","text":"$英伟达(NVDA)$ I bought some at 118. Now I'm just waiting for the leeks to pull it up so that I can sell and get a good price.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349025967616256","isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348736109334776,"gmtCreate":1726159218667,"gmtModify":1726159222481,"author":{"id":"4180706481370712","authorId":"4180706481370712","authorIdStr":"4180706481370712","name":"andy66","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180706481370712"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> They try to place a very large buy order to induce small orders to buy.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> They try to place a very large buy order to induce small orders to buy.","text":"$英伟达(NVDA)$ They try to place a very large buy order to induce small orders to buy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348736109334776","isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348334464123160,"gmtCreate":1726085163964,"gmtModify":1726085165878,"author":{"id":"4180706481370712","authorId":"4180706481370712","authorIdStr":"4180706481370712","name":"andy66","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180706481370712"},"themes":[],"htmlText":"It's really easy to earn money from Americans.","listText":"It's really easy to earn money from Americans.","text":"It's really easy to earn money from Americans.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348334464123160","repostId":"1197498055","repostType":2,"repost":{"id":"1197498055","weMediaInfo":{"introduction":"为您提供最新股市深度内容和观点","home_visible":1,"media_name":"华尔街洞察","id":"1020552876","head_image":"https://community-static.tradeup.com/news/890702a9612ac62b7da91453cf6824e4"},"pubTimestamp":1726082455,"share":"https://ttm.financial/m/news/1197498055?lang=&edition=fundamental","pubTime":"2024-09-12 03:20","market":"hk","language":"zh","title":"英伟达NVDA的强劲势头可望持续","url":"https://stock-news.laohu8.com/highlight/detail?id=1197498055","media":"华尔街洞察","summary":"英伟达最新财报展现了其在AI和数据中心领域的卓越表现。公司Q2财报收入达300亿美元,环比增长15%,同比飙升122%。这主要得益于数据中心业务的强劲增长,收入同比上涨154%至263亿美元。\n随着企","content":"<p>英伟达最新财报展现了其在AI和数据中心领域的卓越表现。公司Q2财报收入达300亿美元,环比增长15%,同比飙升122%。这主要得益于数据中心业务的强劲增长,收入同比上涨154%至263亿美元。</p>\n\n<p>随着企业和云服务商加速采用AI及生成式AI技术,英伟达的GPU和AI软件平台已成为不可或缺的关键工具。英伟达CEO黄仁勋表示,对即将推出的Blackwell架构的需求\"难以置信\",预示着未来需求和市场地位将持续保持强劲。</p>\n\n<p>尽管毛利率从上季度的78.4%下降至75.1%,反映了运营成本的增加。但公司严格控制成本上升与收入增长的比例,营业利润同比大涨174%至186亿美元。每股收益也增长168%,达0.67美元,进一步证实了强劲的盈利能力。</p>\n\n<p>此外,公司积极的股票回购计划进一步彰显了管理层对未来现金流的信心。2025财年上半年向股东回馈154亿美元,并批准500亿美元的新回购计划,无到期日,凸显了对创造股东价值的坚定承诺。</p>\n\n<p>在Q3财年,英伟达预计收入约为325亿美元,上下浮动2%。这一乐观指引反映了公司产品、AI和数据中心解决方案的强劲需求。预计毛利率将维持在中70%区间,预示着公司将在不增加成本的情况下持续提升盈利能力。英伟达已做好充分准备,通过持续的战略性投资,以充分利用AI技术在关键行业的加速应用。</p>\n\n<p>总的来说,英伟达的业务表现突出,其在数据中心、GPU计算和AI领域的技术优势为其带来持续增长的机会。凭借Hopper和即将推出的Blackwell平台,英伟达有望在可扩展AI基础设施领域保持主导地位,为未来发展奠定坚实基础。</p><p>英伟达的业务发展势头依然强劲,尤其是在AI和数据中心领域。其AI以太网业务收入同期翻番,得益于对AI基础设施旺盛的需求。性能比传统以太网快1.6倍的Spectrum-X平台,进一步巩固了英伟达在GPU市场的领导地位,该板块有望在未来几个季度成长为数十亿美元的产品线。</p>\n\n<p>同时,英伟达还积极布局国家级AI市场,日本等国的大型项目如\"AI桥接云基础设施\"(ABCI)3.0为其带来可观的收入增长机会,预计到2025财年将贡献数十亿美元的收入。</p>\n\n<p>尽管英伟达当前股价较高,但其丰富的增长潜力足以支撑这一估值。该公司在生成式AI和自动驾驶等关键领域占据领先地位,有望继续受益于AI支出的大幅增长。此外,最新的行业数据也显示了来自消费电子、汽车和高性能计算领域的强劲需求。</p>\n\n<p>当然,英伟达也面临一些风险,如过度依赖数据中心业务以及即将推出的Blackwell平台可能出现的供应链瓶颈。不过总体来看,英伟达在AI和数据中心市场的主导地位将推动其长期持续增长,未来发展前景积极。</p>\n\n<figure contenteditable=\"false\">\n <picture>\n  <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/9/11/saupload_663d2243ffa704261503d95adf159470.png\">\n </picture>\n <figcaption>\n  <p>2025财年第二季度业绩报告</p>\n </figcaption>\n</figure><p>英伟达公司(NVDA)在短期内看来不会放缓脚步。这家领先的半导体公司正在从各种增长驱动因素中获益,包括人工智能、云计算和自动驾驶技术等领域的持续投资和需求。</p>\n\n<p>尽管宏观经济环境存在一定不确定性,但英伟达仍有望保持业务的强劲增长趋势。公司在数据中心和专业级图形处理器(GPU)领域表现出色,并正在积极拓展人工智能和自动驾驶汽车等前沿技术领域。虽然部分投资者对公司在特定细分市场的地位表示担忧,但总体来看,英伟达的发展前景仍令人鼓舞。</p>\n\n<p>总的来说,英伟达的短期前景看好。随着人工智能、数据中心等核心领域的持续投入和市场需求的不断增长,公司有望维持稳健的业绩表现。尽管存在一些潜在风险,但英伟达凭借其强大的技术实力和市场地位,有望在未来一段时期内继续保持良好的发展势头。</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>英伟达NVDA的强劲势头可望持续</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英伟达NVDA的强劲势头可望持续\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020552876\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/890702a9612ac62b7da91453cf6824e4);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街洞察 </p>\n<p class=\"h-time\">2024-09-12 03:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>英伟达最新财报展现了其在AI和数据中心领域的卓越表现。公司Q2财报收入达300亿美元,环比增长15%,同比飙升122%。这主要得益于数据中心业务的强劲增长,收入同比上涨154%至263亿美元。</p>\n\n<p>随着企业和云服务商加速采用AI及生成式AI技术,英伟达的GPU和AI软件平台已成为不可或缺的关键工具。英伟达CEO黄仁勋表示,对即将推出的Blackwell架构的需求\"难以置信\",预示着未来需求和市场地位将持续保持强劲。</p>\n\n<p>尽管毛利率从上季度的78.4%下降至75.1%,反映了运营成本的增加。但公司严格控制成本上升与收入增长的比例,营业利润同比大涨174%至186亿美元。每股收益也增长168%,达0.67美元,进一步证实了强劲的盈利能力。</p>\n\n<p>此外,公司积极的股票回购计划进一步彰显了管理层对未来现金流的信心。2025财年上半年向股东回馈154亿美元,并批准500亿美元的新回购计划,无到期日,凸显了对创造股东价值的坚定承诺。</p>\n\n<p>在Q3财年,英伟达预计收入约为325亿美元,上下浮动2%。这一乐观指引反映了公司产品、AI和数据中心解决方案的强劲需求。预计毛利率将维持在中70%区间,预示着公司将在不增加成本的情况下持续提升盈利能力。英伟达已做好充分准备,通过持续的战略性投资,以充分利用AI技术在关键行业的加速应用。</p>\n\n<p>总的来说,英伟达的业务表现突出,其在数据中心、GPU计算和AI领域的技术优势为其带来持续增长的机会。凭借Hopper和即将推出的Blackwell平台,英伟达有望在可扩展AI基础设施领域保持主导地位,为未来发展奠定坚实基础。</p><p>英伟达的业务发展势头依然强劲,尤其是在AI和数据中心领域。其AI以太网业务收入同期翻番,得益于对AI基础设施旺盛的需求。性能比传统以太网快1.6倍的Spectrum-X平台,进一步巩固了英伟达在GPU市场的领导地位,该板块有望在未来几个季度成长为数十亿美元的产品线。</p>\n\n<p>同时,英伟达还积极布局国家级AI市场,日本等国的大型项目如\"AI桥接云基础设施\"(ABCI)3.0为其带来可观的收入增长机会,预计到2025财年将贡献数十亿美元的收入。</p>\n\n<p>尽管英伟达当前股价较高,但其丰富的增长潜力足以支撑这一估值。该公司在生成式AI和自动驾驶等关键领域占据领先地位,有望继续受益于AI支出的大幅增长。此外,最新的行业数据也显示了来自消费电子、汽车和高性能计算领域的强劲需求。</p>\n\n<p>当然,英伟达也面临一些风险,如过度依赖数据中心业务以及即将推出的Blackwell平台可能出现的供应链瓶颈。不过总体来看,英伟达在AI和数据中心市场的主导地位将推动其长期持续增长,未来发展前景积极。</p>\n\n<figure contenteditable=\"false\">\n <picture>\n  <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/9/11/saupload_663d2243ffa704261503d95adf159470.png\">\n </picture>\n <figcaption>\n  <p>2025财年第二季度业绩报告</p>\n </figcaption>\n</figure><p>英伟达公司(NVDA)在短期内看来不会放缓脚步。这家领先的半导体公司正在从各种增长驱动因素中获益,包括人工智能、云计算和自动驾驶技术等领域的持续投资和需求。</p>\n\n<p>尽管宏观经济环境存在一定不确定性,但英伟达仍有望保持业务的强劲增长趋势。公司在数据中心和专业级图形处理器(GPU)领域表现出色,并正在积极拓展人工智能和自动驾驶汽车等前沿技术领域。虽然部分投资者对公司在特定细分市场的地位表示担忧,但总体来看,英伟达的发展前景仍令人鼓舞。</p>\n\n<p>总的来说,英伟达的短期前景看好。随着人工智能、数据中心等核心领域的持续投入和市场需求的不断增长,公司有望维持稳健的业绩表现。尽管存在一些潜在风险,但英伟达凭借其强大的技术实力和市场地位,有望在未来一段时期内继续保持良好的发展势头。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"3NVD.UK":"LS 3X NVIDIA","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","BK4585":"ETF&股票定投概念","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","TSM":"台积电","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" 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SGD-H"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197498055","content_text":"英伟达最新财报展现了其在AI和数据中心领域的卓越表现。公司Q2财报收入达300亿美元,环比增长15%,同比飙升122%。这主要得益于数据中心业务的强劲增长,收入同比上涨154%至263亿美元。\n随着企业和云服务商加速采用AI及生成式AI技术,英伟达的GPU和AI软件平台已成为不可或缺的关键工具。英伟达CEO黄仁勋表示,对即将推出的Blackwell架构的需求\"难以置信\",预示着未来需求和市场地位将持续保持强劲。\n尽管毛利率从上季度的78.4%下降至75.1%,反映了运营成本的增加。但公司严格控制成本上升与收入增长的比例,营业利润同比大涨174%至186亿美元。每股收益也增长168%,达0.67美元,进一步证实了强劲的盈利能力。\n此外,公司积极的股票回购计划进一步彰显了管理层对未来现金流的信心。2025财年上半年向股东回馈154亿美元,并批准500亿美元的新回购计划,无到期日,凸显了对创造股东价值的坚定承诺。\n在Q3财年,英伟达预计收入约为325亿美元,上下浮动2%。这一乐观指引反映了公司产品、AI和数据中心解决方案的强劲需求。预计毛利率将维持在中70%区间,预示着公司将在不增加成本的情况下持续提升盈利能力。英伟达已做好充分准备,通过持续的战略性投资,以充分利用AI技术在关键行业的加速应用。\n总的来说,英伟达的业务表现突出,其在数据中心、GPU计算和AI领域的技术优势为其带来持续增长的机会。凭借Hopper和即将推出的Blackwell平台,英伟达有望在可扩展AI基础设施领域保持主导地位,为未来发展奠定坚实基础。英伟达的业务发展势头依然强劲,尤其是在AI和数据中心领域。其AI以太网业务收入同期翻番,得益于对AI基础设施旺盛的需求。性能比传统以太网快1.6倍的Spectrum-X平台,进一步巩固了英伟达在GPU市场的领导地位,该板块有望在未来几个季度成长为数十亿美元的产品线。\n同时,英伟达还积极布局国家级AI市场,日本等国的大型项目如\"AI桥接云基础设施\"(ABCI)3.0为其带来可观的收入增长机会,预计到2025财年将贡献数十亿美元的收入。\n尽管英伟达当前股价较高,但其丰富的增长潜力足以支撑这一估值。该公司在生成式AI和自动驾驶等关键领域占据领先地位,有望继续受益于AI支出的大幅增长。此外,最新的行业数据也显示了来自消费电子、汽车和高性能计算领域的强劲需求。\n当然,英伟达也面临一些风险,如过度依赖数据中心业务以及即将推出的Blackwell平台可能出现的供应链瓶颈。不过总体来看,英伟达在AI和数据中心市场的主导地位将推动其长期持续增长,未来发展前景积极。\n\n\n\n\n\n2025财年第二季度业绩报告\n\n英伟达公司(NVDA)在短期内看来不会放缓脚步。这家领先的半导体公司正在从各种增长驱动因素中获益,包括人工智能、云计算和自动驾驶技术等领域的持续投资和需求。\n尽管宏观经济环境存在一定不确定性,但英伟达仍有望保持业务的强劲增长趋势。公司在数据中心和专业级图形处理器(GPU)领域表现出色,并正在积极拓展人工智能和自动驾驶汽车等前沿技术领域。虽然部分投资者对公司在特定细分市场的地位表示担忧,但总体来看,英伟达的发展前景仍令人鼓舞。\n总的来说,英伟达的短期前景看好。随着人工智能、数据中心等核心领域的持续投入和市场需求的不断增长,公司有望维持稳健的业绩表现。尽管存在一些潜在风险,但英伟达凭借其强大的技术实力和市场地位,有望在未来一段时期内继续保持良好的发展势头。","news_type":1},"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348483657224456,"gmtCreate":1726085141938,"gmtModify":1726085143821,"author":{"id":"4180706481370712","authorId":"4180706481370712","authorIdStr":"4180706481370712","name":"andy66","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180706481370712"},"themes":[],"htmlText":"It's really easy to earn money from Americans.","listText":"It's really easy to earn money from Americans.","text":"It's really easy to earn money from Americans.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348483657224456","repostId":"1116335989","repostType":2,"repost":{"id":"1116335989","weMediaInfo":{"introduction":"为您提供最新股市深度内容和观点","home_visible":1,"media_name":"华尔街洞察","id":"1020552876","head_image":"https://community-static.tradeup.com/news/890702a9612ac62b7da91453cf6824e4"},"pubTimestamp":1726084299,"share":"https://ttm.financial/m/news/1116335989?lang=&edition=fundamental","pubTime":"2024-09-12 03:51","market":"us","language":"zh","title":"卓然控股（RIOT.US）导致盈利不确定的挑战与分析","url":"https://stock-news.laohu8.com/highlight/detail?id=1116335989","media":"华尔街洞察","summary":"卓然控股（RIOT.US）经历了近60%的股价下跌,面临着重大挑战。这些挑战包括:\n\n1. 比特币减产：比特币减产意味着挖矿难度增加和成本上升,可能导致一些矿工无法盈利而停止挖矿。这给卓然控股的利润潜","content":"卓然控股（RIOT.US）经历了近60%的股价下跌,面临着重大挑战。这些挑战包括:\n\n1. 比特币减产：比特币减产意味着挖矿难度增加和成本上升,可能导致一些矿工无法盈利而停止挖矿。这给卓然控股的利润潜力带来不确定性。\n\n2. 股本摊薄：公司最近提交了750百万美元的有控制的股权发行计划,未来几个月可能会出现潜在的股票摊薄,对股价造成负面影响。此前,公司也有多次大规模ATM股权发行。\n\n3. EBITDA亏损：公司最近的财务表现很差,存在大额经营亏损和微薄的经营性现金流,引发了人们对未来盈利能力的担忧。\n\n虽然卓然控股拥有雄厚的资产负债表和积极的扩张计划,但由于上述挑战,其盈利能力仍然不确定。加之比特币价格的高度波动性,投资者对该股票持谨慎态度。\n\n尽管某些短期交易机会可能出现,但鉴于当前的市场环境和经营挑战,我建议投资者暂时远离卓然控股（RIOT.US）。该公司需要在减产、股本摊薄和财务表现等关键领域取得进展,才能真正吸引关注。<p>近期,加密货币挖矿公司Riot Platforms股价遭遇了60%左右的修正。对于该公司的投资价值,业内人士有不同看法。一方面,Riot Platforms的基本面依然相对强劲,拥有雄厚的现金储备和积极的扩张计划。但另一方面,也面临着一些挑战,包括业绩疲软、电力成本压力和同行竞争等。</p>\n\n<p>首先来看积极因素。Riot Platforms截至2024年第二季度,现金及可变现证券达6.39亿美元,持有9,334枚比特币,总现金缓冲高达12亿美元。这意味着公司的财务灵活性很强。此外,Riot Platforms还有一个宏大的扩张计划,预计到2025年底,部署的算力将超过56.6EH/s,比现在增长一倍多。这样的扩张势头令人鼓舞。</p>\n\n<p>但也不能忽视一些负面因素。首先是业绩表现:2024年第二季度,Riot Platforms报告经营亏损1.17亿美元,EBITDA和经调整EBITDA亏损分别为5500万美元和7500万美元。这反映了当前加密货币挖矿行业面临的困难。其次是电力成本压力,业内普遍认为每枚比特币的盈亏平衡点在45,000-55,000美元之间,而目前比特币价格仅在55,000美元附近徘徊,这对采矿利润率造成巨大挑战。最后,随着行业竞争加剧,包括MARA Holdings和Bitfarms在内的其他公司也在积极扩张算力,Riot Platforms获得增量算力的优势可能会受到侵蚀。</p>\n\n<p>综合来看,Riot Platforms在目前的估值水平下,投资价值并不十分明确。虽然公司具有良好的财务实力和扩张野心,但面临的风险也不容忽视。未来能否在激烈的行业竞争中脱颖而出,实现收支平衡,关键在于比特币价格能否获得大幅提升。投资者需要审慎评估当前的风险收益比。</p><p>尽管Riot Platforms在2024年第二季度报告了760万美元的经调整EBITDA亏损,但这主要是由于比特币公允价值变动的7640万美元影响。实际上,如果剔除这一因素,Riot Platforms将实现120万美元的EBITDA利润。这表明,当比特币价格超过6万美元时,Riot勉强实现了EBITDA盈利。</p><p>然而,这也凸显了一个关键问题,即即使假设运营效率提高,Riot Platforms的EBITDA盈亏平衡点很可能高于5万美元。此外,为采矿业务提供廉价电力将是一个更大的挑战,因为人工智能行业支付的电费是美国比特币矿工的3-4倍。预计到2030年,美国数据中心将占用全国9%的发电量,这意味着矿工的盈亏平衡点可能会继续上升。</p><p>尽管在比特币减半事件后,数字货币通常会出现暴涨,但投资矿工可能是一个更加疲软的论点。与直接投资比特币或比特币ETF相比,Riot Platforms可能不太具有吸引力,特别是如果数字资产从当前水平大幅反弹的话。</p><p>总的来说,尽管Riot Platforms的资产负债表状况良好,且正在积极扩大散列率,但其成本相关的担忧可能会限制其未来几个季度的表现。除非比特币价格出现大幅上涨,否则Riot Platforms很难实现盈利。因此,相对于直接投资数字货币,投资Riot Platforms可能并不是最佳选择。</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>卓然控股（RIOT.US）导致盈利不确定的挑战与分析</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; 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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卓然控股（RIOT.US）导致盈利不确定的挑战与分析\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020552876\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/890702a9612ac62b7da91453cf6824e4);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街洞察 </p>\n<p class=\"h-time\">2024-09-12 03:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n卓然控股（RIOT.US）经历了近60%的股价下跌,面临着重大挑战。这些挑战包括:\n\n1. 比特币减产：比特币减产意味着挖矿难度增加和成本上升,可能导致一些矿工无法盈利而停止挖矿。这给卓然控股的利润潜力带来不确定性。\n\n2. 股本摊薄：公司最近提交了750百万美元的有控制的股权发行计划,未来几个月可能会出现潜在的股票摊薄,对股价造成负面影响。此前,公司也有多次大规模ATM股权发行。\n\n3. EBITDA亏损：公司最近的财务表现很差,存在大额经营亏损和微薄的经营性现金流,引发了人们对未来盈利能力的担忧。\n\n虽然卓然控股拥有雄厚的资产负债表和积极的扩张计划,但由于上述挑战,其盈利能力仍然不确定。加之比特币价格的高度波动性,投资者对该股票持谨慎态度。\n\n尽管某些短期交易机会可能出现,但鉴于当前的市场环境和经营挑战,我建议投资者暂时远离卓然控股（RIOT.US）。该公司需要在减产、股本摊薄和财务表现等关键领域取得进展,才能真正吸引关注。<p>近期,加密货币挖矿公司Riot Platforms股价遭遇了60%左右的修正。对于该公司的投资价值,业内人士有不同看法。一方面,Riot Platforms的基本面依然相对强劲,拥有雄厚的现金储备和积极的扩张计划。但另一方面,也面临着一些挑战,包括业绩疲软、电力成本压力和同行竞争等。</p>\n\n<p>首先来看积极因素。Riot Platforms截至2024年第二季度,现金及可变现证券达6.39亿美元,持有9,334枚比特币,总现金缓冲高达12亿美元。这意味着公司的财务灵活性很强。此外,Riot Platforms还有一个宏大的扩张计划,预计到2025年底,部署的算力将超过56.6EH/s,比现在增长一倍多。这样的扩张势头令人鼓舞。</p>\n\n<p>但也不能忽视一些负面因素。首先是业绩表现:2024年第二季度,Riot Platforms报告经营亏损1.17亿美元,EBITDA和经调整EBITDA亏损分别为5500万美元和7500万美元。这反映了当前加密货币挖矿行业面临的困难。其次是电力成本压力,业内普遍认为每枚比特币的盈亏平衡点在45,000-55,000美元之间,而目前比特币价格仅在55,000美元附近徘徊,这对采矿利润率造成巨大挑战。最后,随着行业竞争加剧,包括MARA Holdings和Bitfarms在内的其他公司也在积极扩张算力,Riot Platforms获得增量算力的优势可能会受到侵蚀。</p>\n\n<p>综合来看,Riot Platforms在目前的估值水平下,投资价值并不十分明确。虽然公司具有良好的财务实力和扩张野心,但面临的风险也不容忽视。未来能否在激烈的行业竞争中脱颖而出,实现收支平衡,关键在于比特币价格能否获得大幅提升。投资者需要审慎评估当前的风险收益比。</p><p>尽管Riot Platforms在2024年第二季度报告了760万美元的经调整EBITDA亏损,但这主要是由于比特币公允价值变动的7640万美元影响。实际上,如果剔除这一因素,Riot Platforms将实现120万美元的EBITDA利润。这表明,当比特币价格超过6万美元时,Riot勉强实现了EBITDA盈利。</p><p>然而,这也凸显了一个关键问题,即即使假设运营效率提高,Riot Platforms的EBITDA盈亏平衡点很可能高于5万美元。此外,为采矿业务提供廉价电力将是一个更大的挑战,因为人工智能行业支付的电费是美国比特币矿工的3-4倍。预计到2030年,美国数据中心将占用全国9%的发电量,这意味着矿工的盈亏平衡点可能会继续上升。</p><p>尽管在比特币减半事件后,数字货币通常会出现暴涨,但投资矿工可能是一个更加疲软的论点。与直接投资比特币或比特币ETF相比,Riot Platforms可能不太具有吸引力,特别是如果数字资产从当前水平大幅反弹的话。</p><p>总的来说,尽管Riot Platforms的资产负债表状况良好,且正在积极扩大散列率,但其成本相关的担忧可能会限制其未来几个季度的表现。除非比特币价格出现大幅上涨,否则Riot Platforms很难实现盈利。因此,相对于直接投资数字货币,投资Riot Platforms可能并不是最佳选择。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"83042":"华夏比特币-R","BK4539":"次新股","BK4554":"元宇宙及AR概念","BITF":"Bitfarms Ltd.","MSTR":"MicroStrategy Incorporated","SDIG":"Stronghold Digital Mining, Inc","BK4585":"ETF&股票定投概念","BK4594":"比特币ETF概念","MARA":"Marathon Digital Holdings Inc","BK4595":"比特币概念","09008":"博时比特币-U","IBIT":"iShares Bitcoin Trust","COIN":"Coinbase Global, Inc.","BK4535":"淡马锡持仓","03008":"博时比特币","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4588":"碎股","BK4551":"寇图资本持仓","BK4547":"WSB热门概念","RIOT":"Riot Platforms","03042":"华夏比特币","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","09042":"华夏比特币-U","BK4023":"应用软件","09439":"嘉实比特币-U","BK4516":"特朗普概念","03439":"嘉实比特币","BK4112":"金融交易所和数据"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116335989","content_text":"卓然控股（RIOT.US）经历了近60%的股价下跌,面临着重大挑战。这些挑战包括:\n\n1. 比特币减产：比特币减产意味着挖矿难度增加和成本上升,可能导致一些矿工无法盈利而停止挖矿。这给卓然控股的利润潜力带来不确定性。\n\n2. 股本摊薄：公司最近提交了750百万美元的有控制的股权发行计划,未来几个月可能会出现潜在的股票摊薄,对股价造成负面影响。此前,公司也有多次大规模ATM股权发行。\n\n3. EBITDA亏损：公司最近的财务表现很差,存在大额经营亏损和微薄的经营性现金流,引发了人们对未来盈利能力的担忧。\n\n虽然卓然控股拥有雄厚的资产负债表和积极的扩张计划,但由于上述挑战,其盈利能力仍然不确定。加之比特币价格的高度波动性,投资者对该股票持谨慎态度。\n\n尽管某些短期交易机会可能出现,但鉴于当前的市场环境和经营挑战,我建议投资者暂时远离卓然控股（RIOT.US）。该公司需要在减产、股本摊薄和财务表现等关键领域取得进展,才能真正吸引关注。近期,加密货币挖矿公司Riot Platforms股价遭遇了60%左右的修正。对于该公司的投资价值,业内人士有不同看法。一方面,Riot Platforms的基本面依然相对强劲,拥有雄厚的现金储备和积极的扩张计划。但另一方面,也面临着一些挑战,包括业绩疲软、电力成本压力和同行竞争等。\n首先来看积极因素。Riot Platforms截至2024年第二季度,现金及可变现证券达6.39亿美元,持有9,334枚比特币,总现金缓冲高达12亿美元。这意味着公司的财务灵活性很强。此外,Riot Platforms还有一个宏大的扩张计划,预计到2025年底,部署的算力将超过56.6EH/s,比现在增长一倍多。这样的扩张势头令人鼓舞。\n但也不能忽视一些负面因素。首先是业绩表现:2024年第二季度,Riot Platforms报告经营亏损1.17亿美元,EBITDA和经调整EBITDA亏损分别为5500万美元和7500万美元。这反映了当前加密货币挖矿行业面临的困难。其次是电力成本压力,业内普遍认为每枚比特币的盈亏平衡点在45,000-55,000美元之间,而目前比特币价格仅在55,000美元附近徘徊,这对采矿利润率造成巨大挑战。最后,随着行业竞争加剧,包括MARA Holdings和Bitfarms在内的其他公司也在积极扩张算力,Riot Platforms获得增量算力的优势可能会受到侵蚀。\n综合来看,Riot Platforms在目前的估值水平下,投资价值并不十分明确。虽然公司具有良好的财务实力和扩张野心,但面临的风险也不容忽视。未来能否在激烈的行业竞争中脱颖而出,实现收支平衡,关键在于比特币价格能否获得大幅提升。投资者需要审慎评估当前的风险收益比。尽管Riot Platforms在2024年第二季度报告了760万美元的经调整EBITDA亏损,但这主要是由于比特币公允价值变动的7640万美元影响。实际上,如果剔除这一因素,Riot Platforms将实现120万美元的EBITDA利润。这表明,当比特币价格超过6万美元时,Riot勉强实现了EBITDA盈利。然而,这也凸显了一个关键问题,即即使假设运营效率提高,Riot Platforms的EBITDA盈亏平衡点很可能高于5万美元。此外,为采矿业务提供廉价电力将是一个更大的挑战,因为人工智能行业支付的电费是美国比特币矿工的3-4倍。预计到2030年,美国数据中心将占用全国9%的发电量,这意味着矿工的盈亏平衡点可能会继续上升。尽管在比特币减半事件后,数字货币通常会出现暴涨,但投资矿工可能是一个更加疲软的论点。与直接投资比特币或比特币ETF相比,Riot Platforms可能不太具有吸引力,特别是如果数字资产从当前水平大幅反弹的话。总的来说,尽管Riot Platforms的资产负债表状况良好,且正在积极扩大散列率,但其成本相关的担忧可能会限制其未来几个季度的表现。除非比特币价格出现大幅上涨,否则Riot Platforms很难实现盈利。因此,相对于直接投资数字货币,投资Riot Platforms可能并不是最佳选择。","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348334133326104,"gmtCreate":1726085083203,"gmtModify":1726085086916,"author":{"id":"4180706481370712","authorId":"4180706481370712","authorIdStr":"4180706481370712","name":"andy66","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180706481370712"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> It's really easy to earn money from Americans.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> It's really easy to earn money from Americans.","text":"$英伟达(NVDA)$ It's really easy to earn money from Americans.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348334133326104","isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348474530861120,"gmtCreate":1726082932358,"gmtModify":1726082934082,"author":{"id":"4180706481370712","authorId":"4180706481370712","authorIdStr":"4180706481370712","name":"andy66","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180706481370712"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> It's really easy to earn money from foreigners.","listText":"<a href=\"https://ttm.financial/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> It's really easy to earn money from foreigners.","text":"$超微电脑(SMCI)$ It's really easy to earn money from foreigners.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348474530861120","isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348474574790896,"gmtCreate":1726082843709,"gmtModify":1726094115407,"author":{"id":"4180706481370712","authorId":"4180706481370712","authorIdStr":"4180706481370712","name":"andy66","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180706481370712"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> It's really easy to earn money from foreigners.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> It's really easy to earn money from foreigners.","text":"$英伟达(NVDA)$ It's really easy to earn money from 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Daily(SOXS)$","images":[{"img":"https://community-static.tradeup.com/news/946673658dc941c48717d1102bb5a513","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345519285829704","isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":345519285829704,"gmtCreate":1725383996133,"gmtModify":1725383999584,"author":{"id":"4180706481370712","authorId":"4180706481370712","authorIdStr":"4180706481370712","name":"andy66","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180706481370712"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$</a>&nbsp;","text":"$三倍做空半导体ETF-Direxion Daily(SOXS)$","images":[{"img":"https://community-static.tradeup.com/news/946673658dc941c48717d1102bb5a513","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345519285829704","isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":348334133326104,"gmtCreate":1726085083203,"gmtModify":1726085086916,"author":{"id":"4180706481370712","authorId":"4180706481370712","authorIdStr":"4180706481370712","name":"andy66","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180706481370712"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> It's really easy to earn money from Americans.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> It's really easy to earn money from Americans.","text":"$英伟达(NVDA)$ It's really easy to earn money from Americans.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348334133326104","isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349025967616256,"gmtCreate":1726241681896,"gmtModify":1726241685750,"author":{"id":"4180706481370712","authorId":"4180706481370712","authorIdStr":"4180706481370712","name":"andy66","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180706481370712"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> I bought some at 118. Now I'm just waiting for the leeks to pull it up so that I can sell and get a good price.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> I bought some at 118. Now I'm just waiting for the leeks to pull it up so that I can sell and get a good price.","text":"$英伟达(NVDA)$ I bought some at 118. Now I'm just waiting for the leeks to pull it up so that I can sell and get a good price.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349025967616256","isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348736109334776,"gmtCreate":1726159218667,"gmtModify":1726159222481,"author":{"id":"4180706481370712","authorId":"4180706481370712","authorIdStr":"4180706481370712","name":"andy66","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180706481370712"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> They try to place a very large buy order to induce small orders to buy.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> They try to place a very large buy order to induce small orders to buy.","text":"$英伟达(NVDA)$ They try to place a very large buy order to induce small orders to buy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348736109334776","isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348334464123160,"gmtCreate":1726085163964,"gmtModify":1726085165878,"author":{"id":"4180706481370712","authorId":"4180706481370712","authorIdStr":"4180706481370712","name":"andy66","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180706481370712"},"themes":[],"htmlText":"It's really easy to earn money from Americans.","listText":"It's really easy to earn money from Americans.","text":"It's really easy to earn money from Americans.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348334464123160","repostId":"1197498055","repostType":2,"repost":{"id":"1197498055","weMediaInfo":{"introduction":"为您提供最新股市深度内容和观点","home_visible":1,"media_name":"华尔街洞察","id":"1020552876","head_image":"https://community-static.tradeup.com/news/890702a9612ac62b7da91453cf6824e4"},"pubTimestamp":1726082455,"share":"https://ttm.financial/m/news/1197498055?lang=&edition=fundamental","pubTime":"2024-09-12 03:20","market":"hk","language":"zh","title":"英伟达NVDA的强劲势头可望持续","url":"https://stock-news.laohu8.com/highlight/detail?id=1197498055","media":"华尔街洞察","summary":"英伟达最新财报展现了其在AI和数据中心领域的卓越表现。公司Q2财报收入达300亿美元,环比增长15%,同比飙升122%。这主要得益于数据中心业务的强劲增长,收入同比上涨154%至263亿美元。\n随着企","content":"<p>英伟达最新财报展现了其在AI和数据中心领域的卓越表现。公司Q2财报收入达300亿美元,环比增长15%,同比飙升122%。这主要得益于数据中心业务的强劲增长,收入同比上涨154%至263亿美元。</p>\n\n<p>随着企业和云服务商加速采用AI及生成式AI技术,英伟达的GPU和AI软件平台已成为不可或缺的关键工具。英伟达CEO黄仁勋表示,对即将推出的Blackwell架构的需求\"难以置信\",预示着未来需求和市场地位将持续保持强劲。</p>\n\n<p>尽管毛利率从上季度的78.4%下降至75.1%,反映了运营成本的增加。但公司严格控制成本上升与收入增长的比例,营业利润同比大涨174%至186亿美元。每股收益也增长168%,达0.67美元,进一步证实了强劲的盈利能力。</p>\n\n<p>此外,公司积极的股票回购计划进一步彰显了管理层对未来现金流的信心。2025财年上半年向股东回馈154亿美元,并批准500亿美元的新回购计划,无到期日,凸显了对创造股东价值的坚定承诺。</p>\n\n<p>在Q3财年,英伟达预计收入约为325亿美元,上下浮动2%。这一乐观指引反映了公司产品、AI和数据中心解决方案的强劲需求。预计毛利率将维持在中70%区间,预示着公司将在不增加成本的情况下持续提升盈利能力。英伟达已做好充分准备,通过持续的战略性投资,以充分利用AI技术在关键行业的加速应用。</p>\n\n<p>总的来说,英伟达的业务表现突出,其在数据中心、GPU计算和AI领域的技术优势为其带来持续增长的机会。凭借Hopper和即将推出的Blackwell平台,英伟达有望在可扩展AI基础设施领域保持主导地位,为未来发展奠定坚实基础。</p><p>英伟达的业务发展势头依然强劲,尤其是在AI和数据中心领域。其AI以太网业务收入同期翻番,得益于对AI基础设施旺盛的需求。性能比传统以太网快1.6倍的Spectrum-X平台,进一步巩固了英伟达在GPU市场的领导地位,该板块有望在未来几个季度成长为数十亿美元的产品线。</p>\n\n<p>同时,英伟达还积极布局国家级AI市场,日本等国的大型项目如\"AI桥接云基础设施\"(ABCI)3.0为其带来可观的收入增长机会,预计到2025财年将贡献数十亿美元的收入。</p>\n\n<p>尽管英伟达当前股价较高,但其丰富的增长潜力足以支撑这一估值。该公司在生成式AI和自动驾驶等关键领域占据领先地位,有望继续受益于AI支出的大幅增长。此外,最新的行业数据也显示了来自消费电子、汽车和高性能计算领域的强劲需求。</p>\n\n<p>当然,英伟达也面临一些风险,如过度依赖数据中心业务以及即将推出的Blackwell平台可能出现的供应链瓶颈。不过总体来看,英伟达在AI和数据中心市场的主导地位将推动其长期持续增长,未来发展前景积极。</p>\n\n<figure contenteditable=\"false\">\n <picture>\n  <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/9/11/saupload_663d2243ffa704261503d95adf159470.png\">\n </picture>\n <figcaption>\n  <p>2025财年第二季度业绩报告</p>\n </figcaption>\n</figure><p>英伟达公司(NVDA)在短期内看来不会放缓脚步。这家领先的半导体公司正在从各种增长驱动因素中获益,包括人工智能、云计算和自动驾驶技术等领域的持续投资和需求。</p>\n\n<p>尽管宏观经济环境存在一定不确定性,但英伟达仍有望保持业务的强劲增长趋势。公司在数据中心和专业级图形处理器(GPU)领域表现出色,并正在积极拓展人工智能和自动驾驶汽车等前沿技术领域。虽然部分投资者对公司在特定细分市场的地位表示担忧,但总体来看,英伟达的发展前景仍令人鼓舞。</p>\n\n<p>总的来说,英伟达的短期前景看好。随着人工智能、数据中心等核心领域的持续投入和市场需求的不断增长,公司有望维持稳健的业绩表现。尽管存在一些潜在风险,但英伟达凭借其强大的技术实力和市场地位,有望在未来一段时期内继续保持良好的发展势头。</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>英伟达NVDA的强劲势头可望持续</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英伟达NVDA的强劲势头可望持续\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020552876\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/890702a9612ac62b7da91453cf6824e4);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街洞察 </p>\n<p class=\"h-time\">2024-09-12 03:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>英伟达最新财报展现了其在AI和数据中心领域的卓越表现。公司Q2财报收入达300亿美元,环比增长15%,同比飙升122%。这主要得益于数据中心业务的强劲增长,收入同比上涨154%至263亿美元。</p>\n\n<p>随着企业和云服务商加速采用AI及生成式AI技术,英伟达的GPU和AI软件平台已成为不可或缺的关键工具。英伟达CEO黄仁勋表示,对即将推出的Blackwell架构的需求\"难以置信\",预示着未来需求和市场地位将持续保持强劲。</p>\n\n<p>尽管毛利率从上季度的78.4%下降至75.1%,反映了运营成本的增加。但公司严格控制成本上升与收入增长的比例,营业利润同比大涨174%至186亿美元。每股收益也增长168%,达0.67美元,进一步证实了强劲的盈利能力。</p>\n\n<p>此外,公司积极的股票回购计划进一步彰显了管理层对未来现金流的信心。2025财年上半年向股东回馈154亿美元,并批准500亿美元的新回购计划,无到期日,凸显了对创造股东价值的坚定承诺。</p>\n\n<p>在Q3财年,英伟达预计收入约为325亿美元,上下浮动2%。这一乐观指引反映了公司产品、AI和数据中心解决方案的强劲需求。预计毛利率将维持在中70%区间,预示着公司将在不增加成本的情况下持续提升盈利能力。英伟达已做好充分准备,通过持续的战略性投资,以充分利用AI技术在关键行业的加速应用。</p>\n\n<p>总的来说,英伟达的业务表现突出,其在数据中心、GPU计算和AI领域的技术优势为其带来持续增长的机会。凭借Hopper和即将推出的Blackwell平台,英伟达有望在可扩展AI基础设施领域保持主导地位,为未来发展奠定坚实基础。</p><p>英伟达的业务发展势头依然强劲,尤其是在AI和数据中心领域。其AI以太网业务收入同期翻番,得益于对AI基础设施旺盛的需求。性能比传统以太网快1.6倍的Spectrum-X平台,进一步巩固了英伟达在GPU市场的领导地位,该板块有望在未来几个季度成长为数十亿美元的产品线。</p>\n\n<p>同时,英伟达还积极布局国家级AI市场,日本等国的大型项目如\"AI桥接云基础设施\"(ABCI)3.0为其带来可观的收入增长机会,预计到2025财年将贡献数十亿美元的收入。</p>\n\n<p>尽管英伟达当前股价较高,但其丰富的增长潜力足以支撑这一估值。该公司在生成式AI和自动驾驶等关键领域占据领先地位,有望继续受益于AI支出的大幅增长。此外,最新的行业数据也显示了来自消费电子、汽车和高性能计算领域的强劲需求。</p>\n\n<p>当然,英伟达也面临一些风险,如过度依赖数据中心业务以及即将推出的Blackwell平台可能出现的供应链瓶颈。不过总体来看,英伟达在AI和数据中心市场的主导地位将推动其长期持续增长,未来发展前景积极。</p>\n\n<figure contenteditable=\"false\">\n <picture>\n  <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/9/11/saupload_663d2243ffa704261503d95adf159470.png\">\n </picture>\n <figcaption>\n  <p>2025财年第二季度业绩报告</p>\n </figcaption>\n</figure><p>英伟达公司(NVDA)在短期内看来不会放缓脚步。这家领先的半导体公司正在从各种增长驱动因素中获益,包括人工智能、云计算和自动驾驶技术等领域的持续投资和需求。</p>\n\n<p>尽管宏观经济环境存在一定不确定性,但英伟达仍有望保持业务的强劲增长趋势。公司在数据中心和专业级图形处理器(GPU)领域表现出色,并正在积极拓展人工智能和自动驾驶汽车等前沿技术领域。虽然部分投资者对公司在特定细分市场的地位表示担忧,但总体来看,英伟达的发展前景仍令人鼓舞。</p>\n\n<p>总的来说,英伟达的短期前景看好。随着人工智能、数据中心等核心领域的持续投入和市场需求的不断增长,公司有望维持稳健的业绩表现。尽管存在一些潜在风险,但英伟达凭借其强大的技术实力和市场地位,有望在未来一段时期内继续保持良好的发展势头。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"3NVD.UK":"LS 3X NVIDIA","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","BK4585":"ETF&股票定投概念","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","TSM":"台积电","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" 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SGD-H"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197498055","content_text":"英伟达最新财报展现了其在AI和数据中心领域的卓越表现。公司Q2财报收入达300亿美元,环比增长15%,同比飙升122%。这主要得益于数据中心业务的强劲增长,收入同比上涨154%至263亿美元。\n随着企业和云服务商加速采用AI及生成式AI技术,英伟达的GPU和AI软件平台已成为不可或缺的关键工具。英伟达CEO黄仁勋表示,对即将推出的Blackwell架构的需求\"难以置信\",预示着未来需求和市场地位将持续保持强劲。\n尽管毛利率从上季度的78.4%下降至75.1%,反映了运营成本的增加。但公司严格控制成本上升与收入增长的比例,营业利润同比大涨174%至186亿美元。每股收益也增长168%,达0.67美元,进一步证实了强劲的盈利能力。\n此外,公司积极的股票回购计划进一步彰显了管理层对未来现金流的信心。2025财年上半年向股东回馈154亿美元,并批准500亿美元的新回购计划,无到期日,凸显了对创造股东价值的坚定承诺。\n在Q3财年,英伟达预计收入约为325亿美元,上下浮动2%。这一乐观指引反映了公司产品、AI和数据中心解决方案的强劲需求。预计毛利率将维持在中70%区间,预示着公司将在不增加成本的情况下持续提升盈利能力。英伟达已做好充分准备,通过持续的战略性投资,以充分利用AI技术在关键行业的加速应用。\n总的来说,英伟达的业务表现突出,其在数据中心、GPU计算和AI领域的技术优势为其带来持续增长的机会。凭借Hopper和即将推出的Blackwell平台,英伟达有望在可扩展AI基础设施领域保持主导地位,为未来发展奠定坚实基础。英伟达的业务发展势头依然强劲,尤其是在AI和数据中心领域。其AI以太网业务收入同期翻番,得益于对AI基础设施旺盛的需求。性能比传统以太网快1.6倍的Spectrum-X平台,进一步巩固了英伟达在GPU市场的领导地位,该板块有望在未来几个季度成长为数十亿美元的产品线。\n同时,英伟达还积极布局国家级AI市场,日本等国的大型项目如\"AI桥接云基础设施\"(ABCI)3.0为其带来可观的收入增长机会,预计到2025财年将贡献数十亿美元的收入。\n尽管英伟达当前股价较高,但其丰富的增长潜力足以支撑这一估值。该公司在生成式AI和自动驾驶等关键领域占据领先地位,有望继续受益于AI支出的大幅增长。此外,最新的行业数据也显示了来自消费电子、汽车和高性能计算领域的强劲需求。\n当然,英伟达也面临一些风险,如过度依赖数据中心业务以及即将推出的Blackwell平台可能出现的供应链瓶颈。不过总体来看,英伟达在AI和数据中心市场的主导地位将推动其长期持续增长,未来发展前景积极。\n\n\n\n\n\n2025财年第二季度业绩报告\n\n英伟达公司(NVDA)在短期内看来不会放缓脚步。这家领先的半导体公司正在从各种增长驱动因素中获益,包括人工智能、云计算和自动驾驶技术等领域的持续投资和需求。\n尽管宏观经济环境存在一定不确定性,但英伟达仍有望保持业务的强劲增长趋势。公司在数据中心和专业级图形处理器(GPU)领域表现出色,并正在积极拓展人工智能和自动驾驶汽车等前沿技术领域。虽然部分投资者对公司在特定细分市场的地位表示担忧,但总体来看,英伟达的发展前景仍令人鼓舞。\n总的来说,英伟达的短期前景看好。随着人工智能、数据中心等核心领域的持续投入和市场需求的不断增长,公司有望维持稳健的业绩表现。尽管存在一些潜在风险,但英伟达凭借其强大的技术实力和市场地位,有望在未来一段时期内继续保持良好的发展势头。","news_type":1},"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348483657224456,"gmtCreate":1726085141938,"gmtModify":1726085143821,"author":{"id":"4180706481370712","authorId":"4180706481370712","authorIdStr":"4180706481370712","name":"andy66","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180706481370712"},"themes":[],"htmlText":"It's really easy to earn money from Americans.","listText":"It's really easy to earn money from Americans.","text":"It's really easy to earn money from Americans.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348483657224456","repostId":"1116335989","repostType":2,"repost":{"id":"1116335989","weMediaInfo":{"introduction":"为您提供最新股市深度内容和观点","home_visible":1,"media_name":"华尔街洞察","id":"1020552876","head_image":"https://community-static.tradeup.com/news/890702a9612ac62b7da91453cf6824e4"},"pubTimestamp":1726084299,"share":"https://ttm.financial/m/news/1116335989?lang=&edition=fundamental","pubTime":"2024-09-12 03:51","market":"us","language":"zh","title":"卓然控股（RIOT.US）导致盈利不确定的挑战与分析","url":"https://stock-news.laohu8.com/highlight/detail?id=1116335989","media":"华尔街洞察","summary":"卓然控股（RIOT.US）经历了近60%的股价下跌,面临着重大挑战。这些挑战包括:\n\n1. 比特币减产：比特币减产意味着挖矿难度增加和成本上升,可能导致一些矿工无法盈利而停止挖矿。这给卓然控股的利润潜","content":"卓然控股（RIOT.US）经历了近60%的股价下跌,面临着重大挑战。这些挑战包括:\n\n1. 比特币减产：比特币减产意味着挖矿难度增加和成本上升,可能导致一些矿工无法盈利而停止挖矿。这给卓然控股的利润潜力带来不确定性。\n\n2. 股本摊薄：公司最近提交了750百万美元的有控制的股权发行计划,未来几个月可能会出现潜在的股票摊薄,对股价造成负面影响。此前,公司也有多次大规模ATM股权发行。\n\n3. EBITDA亏损：公司最近的财务表现很差,存在大额经营亏损和微薄的经营性现金流,引发了人们对未来盈利能力的担忧。\n\n虽然卓然控股拥有雄厚的资产负债表和积极的扩张计划,但由于上述挑战,其盈利能力仍然不确定。加之比特币价格的高度波动性,投资者对该股票持谨慎态度。\n\n尽管某些短期交易机会可能出现,但鉴于当前的市场环境和经营挑战,我建议投资者暂时远离卓然控股（RIOT.US）。该公司需要在减产、股本摊薄和财务表现等关键领域取得进展,才能真正吸引关注。<p>近期,加密货币挖矿公司Riot Platforms股价遭遇了60%左右的修正。对于该公司的投资价值,业内人士有不同看法。一方面,Riot Platforms的基本面依然相对强劲,拥有雄厚的现金储备和积极的扩张计划。但另一方面,也面临着一些挑战,包括业绩疲软、电力成本压力和同行竞争等。</p>\n\n<p>首先来看积极因素。Riot Platforms截至2024年第二季度,现金及可变现证券达6.39亿美元,持有9,334枚比特币,总现金缓冲高达12亿美元。这意味着公司的财务灵活性很强。此外,Riot Platforms还有一个宏大的扩张计划,预计到2025年底,部署的算力将超过56.6EH/s,比现在增长一倍多。这样的扩张势头令人鼓舞。</p>\n\n<p>但也不能忽视一些负面因素。首先是业绩表现:2024年第二季度,Riot Platforms报告经营亏损1.17亿美元,EBITDA和经调整EBITDA亏损分别为5500万美元和7500万美元。这反映了当前加密货币挖矿行业面临的困难。其次是电力成本压力,业内普遍认为每枚比特币的盈亏平衡点在45,000-55,000美元之间,而目前比特币价格仅在55,000美元附近徘徊,这对采矿利润率造成巨大挑战。最后,随着行业竞争加剧,包括MARA Holdings和Bitfarms在内的其他公司也在积极扩张算力,Riot Platforms获得增量算力的优势可能会受到侵蚀。</p>\n\n<p>综合来看,Riot Platforms在目前的估值水平下,投资价值并不十分明确。虽然公司具有良好的财务实力和扩张野心,但面临的风险也不容忽视。未来能否在激烈的行业竞争中脱颖而出,实现收支平衡,关键在于比特币价格能否获得大幅提升。投资者需要审慎评估当前的风险收益比。</p><p>尽管Riot Platforms在2024年第二季度报告了760万美元的经调整EBITDA亏损,但这主要是由于比特币公允价值变动的7640万美元影响。实际上,如果剔除这一因素,Riot Platforms将实现120万美元的EBITDA利润。这表明,当比特币价格超过6万美元时,Riot勉强实现了EBITDA盈利。</p><p>然而,这也凸显了一个关键问题,即即使假设运营效率提高,Riot Platforms的EBITDA盈亏平衡点很可能高于5万美元。此外,为采矿业务提供廉价电力将是一个更大的挑战,因为人工智能行业支付的电费是美国比特币矿工的3-4倍。预计到2030年,美国数据中心将占用全国9%的发电量,这意味着矿工的盈亏平衡点可能会继续上升。</p><p>尽管在比特币减半事件后,数字货币通常会出现暴涨,但投资矿工可能是一个更加疲软的论点。与直接投资比特币或比特币ETF相比,Riot Platforms可能不太具有吸引力,特别是如果数字资产从当前水平大幅反弹的话。</p><p>总的来说,尽管Riot Platforms的资产负债表状况良好,且正在积极扩大散列率,但其成本相关的担忧可能会限制其未来几个季度的表现。除非比特币价格出现大幅上涨,否则Riot Platforms很难实现盈利。因此,相对于直接投资数字货币,投资Riot Platforms可能并不是最佳选择。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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卓然控股（RIOT.US）导致盈利不确定的挑战与分析\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020552876\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/890702a9612ac62b7da91453cf6824e4);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街洞察 </p>\n<p class=\"h-time\">2024-09-12 03:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n卓然控股（RIOT.US）经历了近60%的股价下跌,面临着重大挑战。这些挑战包括:\n\n1. 比特币减产：比特币减产意味着挖矿难度增加和成本上升,可能导致一些矿工无法盈利而停止挖矿。这给卓然控股的利润潜力带来不确定性。\n\n2. 股本摊薄：公司最近提交了750百万美元的有控制的股权发行计划,未来几个月可能会出现潜在的股票摊薄,对股价造成负面影响。此前,公司也有多次大规模ATM股权发行。\n\n3. EBITDA亏损：公司最近的财务表现很差,存在大额经营亏损和微薄的经营性现金流,引发了人们对未来盈利能力的担忧。\n\n虽然卓然控股拥有雄厚的资产负债表和积极的扩张计划,但由于上述挑战,其盈利能力仍然不确定。加之比特币价格的高度波动性,投资者对该股票持谨慎态度。\n\n尽管某些短期交易机会可能出现,但鉴于当前的市场环境和经营挑战,我建议投资者暂时远离卓然控股（RIOT.US）。该公司需要在减产、股本摊薄和财务表现等关键领域取得进展,才能真正吸引关注。<p>近期,加密货币挖矿公司Riot Platforms股价遭遇了60%左右的修正。对于该公司的投资价值,业内人士有不同看法。一方面,Riot Platforms的基本面依然相对强劲,拥有雄厚的现金储备和积极的扩张计划。但另一方面,也面临着一些挑战,包括业绩疲软、电力成本压力和同行竞争等。</p>\n\n<p>首先来看积极因素。Riot Platforms截至2024年第二季度,现金及可变现证券达6.39亿美元,持有9,334枚比特币,总现金缓冲高达12亿美元。这意味着公司的财务灵活性很强。此外,Riot Platforms还有一个宏大的扩张计划,预计到2025年底,部署的算力将超过56.6EH/s,比现在增长一倍多。这样的扩张势头令人鼓舞。</p>\n\n<p>但也不能忽视一些负面因素。首先是业绩表现:2024年第二季度,Riot Platforms报告经营亏损1.17亿美元,EBITDA和经调整EBITDA亏损分别为5500万美元和7500万美元。这反映了当前加密货币挖矿行业面临的困难。其次是电力成本压力,业内普遍认为每枚比特币的盈亏平衡点在45,000-55,000美元之间,而目前比特币价格仅在55,000美元附近徘徊,这对采矿利润率造成巨大挑战。最后,随着行业竞争加剧,包括MARA Holdings和Bitfarms在内的其他公司也在积极扩张算力,Riot Platforms获得增量算力的优势可能会受到侵蚀。</p>\n\n<p>综合来看,Riot Platforms在目前的估值水平下,投资价值并不十分明确。虽然公司具有良好的财务实力和扩张野心,但面临的风险也不容忽视。未来能否在激烈的行业竞争中脱颖而出,实现收支平衡,关键在于比特币价格能否获得大幅提升。投资者需要审慎评估当前的风险收益比。</p><p>尽管Riot Platforms在2024年第二季度报告了760万美元的经调整EBITDA亏损,但这主要是由于比特币公允价值变动的7640万美元影响。实际上,如果剔除这一因素,Riot Platforms将实现120万美元的EBITDA利润。这表明,当比特币价格超过6万美元时,Riot勉强实现了EBITDA盈利。</p><p>然而,这也凸显了一个关键问题,即即使假设运营效率提高,Riot Platforms的EBITDA盈亏平衡点很可能高于5万美元。此外,为采矿业务提供廉价电力将是一个更大的挑战,因为人工智能行业支付的电费是美国比特币矿工的3-4倍。预计到2030年,美国数据中心将占用全国9%的发电量,这意味着矿工的盈亏平衡点可能会继续上升。</p><p>尽管在比特币减半事件后,数字货币通常会出现暴涨,但投资矿工可能是一个更加疲软的论点。与直接投资比特币或比特币ETF相比,Riot Platforms可能不太具有吸引力,特别是如果数字资产从当前水平大幅反弹的话。</p><p>总的来说,尽管Riot Platforms的资产负债表状况良好,且正在积极扩大散列率,但其成本相关的担忧可能会限制其未来几个季度的表现。除非比特币价格出现大幅上涨,否则Riot Platforms很难实现盈利。因此,相对于直接投资数字货币,投资Riot Platforms可能并不是最佳选择。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"83042":"华夏比特币-R","BK4539":"次新股","BK4554":"元宇宙及AR概念","BITF":"Bitfarms Ltd.","MSTR":"MicroStrategy Incorporated","SDIG":"Stronghold Digital Mining, Inc","BK4585":"ETF&股票定投概念","BK4594":"比特币ETF概念","MARA":"Marathon Digital Holdings Inc","BK4595":"比特币概念","09008":"博时比特币-U","IBIT":"iShares Bitcoin Trust","COIN":"Coinbase Global, Inc.","BK4535":"淡马锡持仓","03008":"博时比特币","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4588":"碎股","BK4551":"寇图资本持仓","BK4547":"WSB热门概念","RIOT":"Riot Platforms","03042":"华夏比特币","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","09042":"华夏比特币-U","BK4023":"应用软件","09439":"嘉实比特币-U","BK4516":"特朗普概念","03439":"嘉实比特币","BK4112":"金融交易所和数据"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116335989","content_text":"卓然控股（RIOT.US）经历了近60%的股价下跌,面临着重大挑战。这些挑战包括:\n\n1. 比特币减产：比特币减产意味着挖矿难度增加和成本上升,可能导致一些矿工无法盈利而停止挖矿。这给卓然控股的利润潜力带来不确定性。\n\n2. 股本摊薄：公司最近提交了750百万美元的有控制的股权发行计划,未来几个月可能会出现潜在的股票摊薄,对股价造成负面影响。此前,公司也有多次大规模ATM股权发行。\n\n3. EBITDA亏损：公司最近的财务表现很差,存在大额经营亏损和微薄的经营性现金流,引发了人们对未来盈利能力的担忧。\n\n虽然卓然控股拥有雄厚的资产负债表和积极的扩张计划,但由于上述挑战,其盈利能力仍然不确定。加之比特币价格的高度波动性,投资者对该股票持谨慎态度。\n\n尽管某些短期交易机会可能出现,但鉴于当前的市场环境和经营挑战,我建议投资者暂时远离卓然控股（RIOT.US）。该公司需要在减产、股本摊薄和财务表现等关键领域取得进展,才能真正吸引关注。近期,加密货币挖矿公司Riot Platforms股价遭遇了60%左右的修正。对于该公司的投资价值,业内人士有不同看法。一方面,Riot Platforms的基本面依然相对强劲,拥有雄厚的现金储备和积极的扩张计划。但另一方面,也面临着一些挑战,包括业绩疲软、电力成本压力和同行竞争等。\n首先来看积极因素。Riot Platforms截至2024年第二季度,现金及可变现证券达6.39亿美元,持有9,334枚比特币,总现金缓冲高达12亿美元。这意味着公司的财务灵活性很强。此外,Riot Platforms还有一个宏大的扩张计划,预计到2025年底,部署的算力将超过56.6EH/s,比现在增长一倍多。这样的扩张势头令人鼓舞。\n但也不能忽视一些负面因素。首先是业绩表现:2024年第二季度,Riot Platforms报告经营亏损1.17亿美元,EBITDA和经调整EBITDA亏损分别为5500万美元和7500万美元。这反映了当前加密货币挖矿行业面临的困难。其次是电力成本压力,业内普遍认为每枚比特币的盈亏平衡点在45,000-55,000美元之间,而目前比特币价格仅在55,000美元附近徘徊,这对采矿利润率造成巨大挑战。最后,随着行业竞争加剧,包括MARA Holdings和Bitfarms在内的其他公司也在积极扩张算力,Riot Platforms获得增量算力的优势可能会受到侵蚀。\n综合来看,Riot Platforms在目前的估值水平下,投资价值并不十分明确。虽然公司具有良好的财务实力和扩张野心,但面临的风险也不容忽视。未来能否在激烈的行业竞争中脱颖而出,实现收支平衡,关键在于比特币价格能否获得大幅提升。投资者需要审慎评估当前的风险收益比。尽管Riot Platforms在2024年第二季度报告了760万美元的经调整EBITDA亏损,但这主要是由于比特币公允价值变动的7640万美元影响。实际上,如果剔除这一因素,Riot Platforms将实现120万美元的EBITDA利润。这表明,当比特币价格超过6万美元时,Riot勉强实现了EBITDA盈利。然而,这也凸显了一个关键问题,即即使假设运营效率提高,Riot Platforms的EBITDA盈亏平衡点很可能高于5万美元。此外,为采矿业务提供廉价电力将是一个更大的挑战,因为人工智能行业支付的电费是美国比特币矿工的3-4倍。预计到2030年,美国数据中心将占用全国9%的发电量,这意味着矿工的盈亏平衡点可能会继续上升。尽管在比特币减半事件后,数字货币通常会出现暴涨,但投资矿工可能是一个更加疲软的论点。与直接投资比特币或比特币ETF相比,Riot Platforms可能不太具有吸引力,特别是如果数字资产从当前水平大幅反弹的话。总的来说,尽管Riot Platforms的资产负债表状况良好,且正在积极扩大散列率,但其成本相关的担忧可能会限制其未来几个季度的表现。除非比特币价格出现大幅上涨,否则Riot Platforms很难实现盈利。因此,相对于直接投资数字货币,投资Riot Platforms可能并不是最佳选择。","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348474530861120,"gmtCreate":1726082932358,"gmtModify":1726082934082,"author":{"id":"4180706481370712","authorId":"4180706481370712","authorIdStr":"4180706481370712","name":"andy66","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180706481370712"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> It's really easy to earn money from foreigners.","listText":"<a href=\"https://ttm.financial/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> It's really easy to earn money from foreigners.","text":"$超微电脑(SMCI)$ It's really easy to earn money from foreigners.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348474530861120","isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348474574790896,"gmtCreate":1726082843709,"gmtModify":1726094115407,"author":{"id":"4180706481370712","authorId":"4180706481370712","authorIdStr":"4180706481370712","name":"andy66","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180706481370712"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> It's really easy to earn money from foreigners.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> It's really easy to earn money from foreigners.","text":"$英伟达(NVDA)$ It's really easy to earn money from foreigners.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348474574790896","isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}