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非一般股民
03-02 18:35
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 03:40
hsi
非一般股民
02-28 03:40
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
非一般股民
02-27
nvda
非一般股民
02-16
gld
非一般股民
02-16
sell
非一般股民
02-12
tsml
非一般股民
02-11
ai
非一般股民
02-11
wendys
非一般股民
02-08
amzn
非一般股民
02-08
sqqq
非一般股民
01-31
appl
非一般股民
01-31
all in
非一般股民
01-31
sandisk
非一般股民
01-29
appl
非一般股民
01-28
TQQQ
非一般股民
01-28
NVDA
非一般股民
01-28
UNH
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，","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":7,"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,"idStr":"4149665799884162","authorIdStr":"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":52,"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,"idStr":"4149665799884162","authorIdStr":"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,"idStr":"4142573913947612","authorIdStr":"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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