狮山巡礼
投资杂谈
博文
(2025-10-31 01:33:09)
https://www.cnbc.com/video/2025/10/30/reddit-ceo-steve-huffman-goes-one-on-one-with-jim-cramer.html
RedditCEOSteveHuffmangoesone-on-onewithJimCramer
RedditCo-FounderandCEOSteveHuffmanjoinsMadMoneyhostJimCramertotalkquarterlyresults,usertrends,growthopportunitiesandmore.
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(2025-10-31 00:36:28)
$AMZNcouldofficiallybreakoutofthetrianglewhichhascontainedthisstocksinceFebruaryaftersolid3Qearnings.Atpresent,trading$249after-hourswhichisasolidbreakoutasofnow. ImportanttoseeAMZN,AAPLNFLXallupsharplypostclosetoday(NFLXonstocksplitannouncement)WhileNovcouldprovequitechoppy,theseresultswerewhatthemktneededfornow [阅读全文]
(2025-10-30 16:45:02)
财报电话会议和问答环节总结(QAHighlights)
1.AWS增长和AI投资(AWSGrowthAIInvestment):
高管强调：AWS的增长在加速，反映出客户对云计算支出的信心回升，以及对生成式AI服务的巨大需求。
重点关注：公司正持续在AI基础设施（如自研芯片Trainium和Inferentia）上投入巨额资本支出（CapEx），以满足未来的AI工作负载需求，并认为自研芯片在性价比方面具有竞争力。
投资者问询：资[阅读全文]
(2025-10-30 14:58:05)
除了MSFT和GOOG,我拥有其它5家的股票，同时还持有相当数量的七巨头ETFMAGS和MAGX(MAGS两倍体），也算间接持有MSFT和GOOG. 七巨头昨天公布营利报告后META大跌11.33%，MSFT跌3%，GOOG涨2.45%.今天AMZN，AAPL公布后AMZN大涨13%，AAPL大涨3.5%，AMZN今年没怎么涨算是补涨
七巨头ETFMAGS盘后也接近新高，yeartodate回报26%，所以有时候直接买七巨头ETF可以hedgingtherisk而且比个股省心，不要下重注在[阅读全文]
(2025-10-30 02:23:52)
AsNvidiaCrosses$5Trillion,5ChartsontheUnstoppableTechRally
KeyTakeaways Nvidiacrosseda$5trillionmarketcaponWednesday,anewrecordforapubliclytradedcompany. InvestorsinsatiableappetiteforAIhashelpedtechstocksdoublethereturnofthebroadermarketoverthepastthreeyears. Therelentlessmomentumintechisleadingsometocautioninvestorsaboutoverlystretchedvaluationsandapotentialbubblein...[阅读全文]
(2025-10-30 02:15:22)
Summary
Trumphadcalledthechip'super-duper',stokinghopesitcouldbediscussed
ChinahascooledtowardsNvidia'sproductsinfavouroflocalproducts
SomeUSlawmakersopposedtoChinahavingaccesstoBlackwellchips
U.S.PresidentDonaldTrumpmayhaveteasedthathecoulddiscussNvidia's(NVDA.O)state-of-the-artartificialintelligenceBlackwellchipswithChinesePresidentXiJinping,butintheend,hesaidthetopicdidn'tcomeup.
...[阅读全文]
(2025-10-30 02:03:08)
美国3季度财报表现不错 现在正是美国的3季度财报季。从财报季中，可以看到美国企业表现如何。
迄今为止，已经发布的三季度的业绩超出了市场的预期。与去年同期相比，美国的收益增长了10%。这比财报季开始前的预期高出7%以上（通常为3-4%）。推动盈利增长的是科技行业。
在美国，科技公司的收益增长了近26%。市场再次出现分歧的是指数的非技术部分。美国前[阅读全文]
(2025-10-30 02:01:00)
OpenAI：AI基础设施总投资额约1.4万亿美元；考虑到资金需求，IPO是可能选项】
OpenAI首席执行官Altman表示，公司所有基础设施建设承诺总量略超30吉瓦，总投资额约1.4万亿美元。公司愿景是建设可实现周产1吉瓦算力的基础设施工厂，并且力求将AI算力成本显著降低至五年生命周期内每吉瓦约200亿美元的水平。考虑到我们将面临的资金需求，可以合理推断首次公开募股（IPO）是我[阅读全文]
(2025-10-29 16:18:49)
NvidiateamswithPalantirtogoaftercorporatelogisticsbusinessNvidia(NVDA.O)andPalantirTech(PLTR.O)onTuesdayannouncedadealinwhichPalantirwilltapNvidiaschipsandsoftwaretohelpitscustomersspeedupdecisionmakingincomplexfieldssuchaslogistics.
Well-knownasadefensecontractor,Palantirsshareshaverisenthisyear,drivenbyincreaseddefensespendingonitsmilitary-gradeAItools.ButtheDenver-basedcompanyisalsopursuing...[阅读全文]
Well-knownasadefensecontractor,Palantirsshareshaverisenthisyear,drivenbyincreaseddefensespendingonitsmilitary-gradeAItools.ButtheDenver-basedcompanyisalsopursuing...[阅读全文]
(2025-10-29 07:15:57)
