[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciobcb66e99":3},{"user":4,"document":8,"mainDocument":29,"columnUrl":31,"subscription":32,"footer":44,"text":79},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":25,"videoId":6,"liveVideoUrl":6,"duration":26,"price":26,"priceText":27,"priceBadgeText":27,"priceBadgeClass":28,"freeForMinGroupLevel":26,"redirectUrl":6,"readyToStream":5},"dciobcb66e99","英伟达股价创历史新高，全球影响力最大！天花板在哪？","\u002Fdoc\u002F英伟达股价创历史新高全球影响力最大天花板在哪_1755177062","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>我们最近利用大数据去研究了英伟达股票对大盘的影响力。英伟达在标普500指数中所占权重为6.84%，因此计算得出，英伟达股价周二大跌5.6%对当天该指数下跌的贡献率为42%。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"818,440\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20241018\u002Fv2_164cea8603b94d45b0f4acd93789a457@5576020_oswg37078oswg818oswg440_img_000\">\u003C\u002Ffigure>\n\u003Cp>英伟达公司的市值已增长至3.36万亿美元，仅次于苹果公司(Apple)的3.53万亿美元。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"893,521\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20241018\u002Fv2_02f80837b969416bb32e2a3aab8451ae@5576020_oswg40381oswg893oswg521_img_000\" width=\"793\" height=\"462\">\u003C\u002Ffigure>\n\u003Cp>\u003Cstrong>“很多美股投资者认为，一家公司的股价波动性与其市值呈负向相关性，”公司越小，波动性也大，反之，公司如同一艘航空母舰，波动会非常小，但英伟达显然不是\u003C\u002Fstrong>。\u003C\u002Fp>\n\u003Cp>美股投资网首席分析师Ken指出，我每天都能感受到英伟达影响的不仅是美国市场。\u003Cstrong>该公司股票在MSCI (明晟)所有国家全球指数中占4.3%，这一权重高于除美国和日本以外的所有国家，美国的权重为64.8%，日本为4.9%\u003C\u002Fstrong>。Colas指出，法国和德国的合计权重为4.4%，几乎与英伟达的单独权重相当。\u003C\u002Fp>\n\u003Cp>“因此，对于全球的投资者而已，英伟达在投资的影响力已经是世界上最最重要的公司。”\u003C\u002Fp>\n\u003Ch2>AI需求强劲！台积电Q3净利润同比大增54%\u003C\u002Fh2>\n\u003Cp>AI芯片带动需求，晶圆代工龙头台积电业绩持续超预期。台积电（NYSE：TSM）公布2024年三季度业绩，当季实现营收7596.9亿新台币，同比增长39%；归母净利润为3252.6亿新台币，同比增长54.2%。以美元计，当季营收为235亿美元，归母净利润为100.6亿美元。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"939,634\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20241018\u002Fv2_7a3d9d78cc9b42a88ec0d3e669018011@5576020_oswg49050oswg939oswg634_img_000\" width=\"809\" height=\"546\">\u003C\u002Ffigure>\n\u003Cp>当季营收、利润均跑赢市场预期。此前台积电给出的当季营收指引介于224亿美元至232亿美元；而据伦敦证券交易所集团（LSEG）数据，分析师此前预计当季台积电归母净利润为3002亿新台币。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"833,391\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20241018\u002Fv2_adbc7134d1d844daaa34e56dbf2425e6@5576020_oswg66594oswg833oswg391_img_000\">\u003C\u002Ffigure>\n\u003Cp>彭博分析师Charles Shum表示：\u003C\u002Fp>\n\u003Cp>尽管ASML此前报告称其第三季度订单量仅为预期水平的一半，暗示全球芯片制造产能增长可能放缓，但台积电的短期至中期收入前景依然稳健。英伟达、AMD、苹果和高通对台积电2nm和3nm技术的强劲需求弥补了这一不足。台积电卓越的生产良率、不断提高的EUV机器生产率以及在2.5D和3D封装领域的领先地位为销售提供了进一步的支持。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"859,425\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20241018\u002Fv2_a7733b6247424599a765c7aec48a2209@5576020_oswg53353oswg859oswg425_img_000\">\u003C\u002Ffigure>\n\u003Ch2>奈飞三季度盈利超预期增近45%，付费用户意外增多\u003C\u002Fh2>\n\u003Cp>流媒体巨头奈飞（Netflix）发布了强劲的三季度财报，营收和盈利均超出预期，营业利润率显著上升，但美国和加拿大市场的用户增长低于预期。股价盘后大涨6%.\u003C\u002Fp>\n\u003Cp>\u003Cimg style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202410-stk\u002F1926539557mceclip0.jpg\" width=\"856\" height=\"558\">\u003C\u002Fp>\n\u003Ch3>主要财务数据：\u003C\u002Fh3>\n\u003Cp>营收：三季度为98.25亿美元，同比增长15%，高于分析师预期的97.8亿美元。\u003C\u002Fp>\n\u003Cp>EPS：每股收益达到5.40美元，同比增长44.8%，超出预期的5.16美元。\u003C\u002Fp>\n\u003Cp>营业利润：29.09亿美元，同比增长51.8%，远超分析师预期的27.2亿美元，营业利润率为29.6%。\u003C\u002Fp>\n\u003Cp>净利润：23.64亿美元，同比增长41%。\u003C\u002Fp>\n\u003Ch3>付费用户：\u003C\u002Fh3>\n\u003Cp>净增507万，季末总用户数为2.827亿，超出预期。\u003C\u002Fp>\n\u003Ch3>业绩指引：\u003C\u002Fh3>\n\u003Cp>四季度营收：预计101.3亿美元，分析师预期为100.5亿美元。\u003C\u002Fp>\n\u003Cp>EPS：预计为4.23美元，高于预期的3.9美元。\u003C\u002Fp>\n\u003Cp>营业利润率：预计为21.6%，高于分析师的21.2%。\u003C\u002Fp>\n\u003Cp>财报发布后，奈飞股价盘后上涨，涨幅一度达到5%。\u003C\u002Fp>\n\u003Ch3>总体表现：\u003C\u002Fh3>\n\u003Cp>\u003Cstrong>奈飞的营业利润增速从40%加快至50%，并且营收指引上调，预计四季度营收将同比增长15%。公司表示将重点关注收入和营业利润率\u003C\u002Fstrong>，未来不再报告新增订阅用户数据和ARPU，以用户参与度衡量客户满意度。\u003C\u002Fp>","https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202410-stk\u002FUploaderzsbactihkvy_2024_10_17_17_26_23.jpeg","2024-10-18T00:20:08.857","2024.10.18","2024\u002F10\u002F18",56620,[22,23,24],"NVDA","TSM","NFLX","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":30,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":25,"videoId":6,"liveVideoUrl":6,"duration":26,"price":26,"priceText":27,"priceBadgeText":27,"priceBadgeClass":28,"freeForMinGroupLevel":26,"redirectUrl":6,"readyToStream":5},[22,23,24],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":33,"services":34,"recentDocuments":43},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg style=\"display:block;margin-left:auto;margin-right:auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[35,39],{"productId":36,"serviceName":37,"priceText":38},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":40,"serviceName":41,"priceText":42},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":45,"images":70,"summaryHtml":75,"aboutTitle":76,"aboutHtml":77,"copyrightHtml":78},[46,49,52,55,58,61,64,67],{"label":47,"url":48},"深度报告","\u002Fcol\u002FdepthReport",{"label":50,"url":51},"VIP会员","\u002Fplan",{"label":53,"url":54},"期权推荐","\u002FOption",{"label":56,"url":57},"低价暴涨股","\u002FPenny",{"label":59,"url":60},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":62,"url":63},"美股课程","\u002Fcol\u002Fvideos",{"label":65,"url":66},"免责声明","\u002Fdisclaimer",{"label":68,"url":69},"联系我们","\u002FContactUs",[71,72,73,74],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":80,"search":81,"searchPlaceholder":81,"hotContent":82,"draft":83,"noData":84,"searchNoData":85,"edit":86,"editVideo":87,"courseContent":88,"more":89,"buyNow":90,"subscribeNow":91,"encoding":92,"paidContent":93},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]