Analyst Calls: Citadel Sees Compute Scarcity As AI's Top Bottleneck, Hyperscalers As Eventual Winners

Latest News

08-25 14:24

Citadel Sees Compute Scarcity As AI's To

08-25 14:19

Nomura: HK Hedge Funds Like AI But Won't

08-25 10:39

Cathie Wood Keeps Buying Circle On The W

User Discussion

neo26000

07-30

Peak was 194. Now less than 124 oni you tell. Someone forgot to release the news?[Observation] [Doubt] [OMG]

SK Hynix's Profit Surges Sixfold, But Analyst Warns: This Might Be The Peak

xupper22

07-28

Even before IPO, my milestones were already $60, with my real target as $30. These targets have not changed.

SpaceX Approaches $100: Where Is The Market's Mispricing?

Upswing118

07-28

This won't sound good for those who already invested, I would go in when it reaches 80-85.[Glance]

SpaceX Approaches $100: Where Is The Market's Mispricing?

TigerMumNicN

07-09

What is propelling the stock price increase for alibaba and Bidu?

HK Movers | Alibaba Rises Another 5%, Extending Rally on AI Cloud Growth Expectations and Analyst Upgrades

setia100

07-09

Does Warren Buffet's new CEO acquiring AI stocks ?

Nvidia’s Stock Trades at a Juicy Discount, According to BofA

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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\">\nSK Hynix's Profit Surges Sixfold, But Analyst Warns: This Might Be The Peak\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1088982847\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/a3d1a5f14c097c855e6c5132ca8008db);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Analyst Calls </p>\n<p class=\"h-time\">2026-07-29 15:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SKHU":"2倍做多海力士-ProShares","SKDD":"2倍做空海力士ETF-GraniteShares","HYNX":"2倍做多海力士ETF-T-REX","SKUU":"2倍做多海力士ETF-GraniteShares","07709":"南方东英SK海力士每日杠杆最多 (2x) 产品","SKHZ":"1倍做空海力士ETF-Leverage Shares","SKHX":"2倍做多海力士ETF-Leverage Shares","SKHY":"SK海力士","SK":"2倍做多海力士ETF-Corgi"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114365898","news_type":1,"symbols_score_info":{"SK":0.6,"HYNX":0.6,"SKHZ":0.6,"SKHX":0.6,"SKHU":0.6,"SKUU":0.6,"SKDD":0.6,"07709":0.6,"SKHY":2}},"isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":590732893770800,"gmtCreate":1785218588064,"gmtModify":1785218590845,"author":{"id":"3579827147050987","authorId":"3579827147050987","name":"xupper22","avatar":"https://static.tigerbbs.com/6b13c95cf147fc91a64e304d76553827","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579827147050987","authorIdStr":"3579827147050987"},"themes":[],"title":"","htmlText":"Even before IPO, my milestones were already $60, with my real target as $30. These targets have not changed.","listText":"Even before IPO, my milestones were already $60, with my real target as $30. These targets have not changed.","text":"Even before IPO, my milestones were already $60, with my real target as $30. These targets have not changed.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/590732893770800","repostId":"1133734747","repostType":2,"repost":{"id":"1133734747","kind":"news","weMediaInfo":{"introduction":"Analyst Calls","home_visible":1,"media_name":"Analyst Calls","id":"1088982847","head_image":"https://community-static.tradeup.com/news/a3d1a5f14c097c855e6c5132ca8008db"},"pubTimestamp":1785213129,"share":"https://ttm.financial/m/news/1133734747?lang=en_US&edition=fundamental","pubTime":"2026-07-28 12:32","market":"us","language":"en","title":"SpaceX Approaches $100: Where Is The Market's Mispricing?","url":"https://stock-news.laohu8.com/highlight/detail?id=1133734747","media":"Analyst Calls","summary":"","content":"<html><head></head><body></body></html>","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>SpaceX Approaches $100: Where Is The Market's Mispricing?</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; 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}\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\">\nSpaceX Approaches $100: Where Is The Market's Mispricing?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1088982847\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/a3d1a5f14c097c855e6c5132ca8008db);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Analyst Calls </p>\n<p class=\"h-time\">2026-07-28 12:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCQ":"2倍做空SpaceX ETF-Defiance","SPCX":"SPAC and New Issue ETF","SSPC":"2倍做空SpaceX ETF-Leverage Shares","SPCH":"2倍做多SpaceX ETF-Leverage Shares","SPAL":"2倍做多Space X ETF-GraniteShares","LOFF":"2倍做多SpaceX ETF-Direxion","SPCF":"2倍做多SpaceX ETF-ProShares","SPCG":"2倍做空SpaceX ETF-Tradr","SPAX":"2倍做多SPACEX ETF-T-REX","SPCM":"2倍做多SpaceX ETF-Tradr","SPCU":"2倍做多SpaceX ETF-Defiance","SNK":"2倍做空SpaceX ETF-GraniteShares"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133734747","news_type":1,"symbols_score_info":{"SSPC":0.6,"SPCQ":0.6,"SPCM":0.6,"SPAL":0.6,"SPCX":2,"SPCU":0.6,"SNK":0.6,"LOFF":0.6,"SPCG":0.6,"SPCH":0.6,"SPCF":0.6,"SPAX":0.6}},"isVote":1,"tweetType":1,"viewCount":1040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":590732807062000,"gmtCreate":1785218529026,"gmtModify":1785218532077,"author":{"id":"4087685930931350","authorId":"4087685930931350","name":"Upswing118","avatar":"https://static.tigerbbs.com/5ee810deeb4fd3c3d863b49cef1d9956","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4087685930931350","authorIdStr":"4087685930931350"},"themes":[],"title":"","htmlText":"This won't sound good for those who already invested, I would go in when it reaches 80-85.[Glance]&nbsp;&nbsp;","listText":"This won't sound good for those who already invested, I would go in when it reaches 80-85.[Glance]&nbsp;&nbsp;","text":"This won't sound good for those who already invested, I would go in when it reaches 80-85.[Glance]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/590732807062000","repostId":"1133734747","repostType":2,"repost":{"id":"1133734747","kind":"news","weMediaInfo":{"introduction":"Analyst Calls","home_visible":1,"media_name":"Analyst Calls","id":"1088982847","head_image":"https://community-static.tradeup.com/news/a3d1a5f14c097c855e6c5132ca8008db"},"pubTimestamp":1785213129,"share":"https://ttm.financial/m/news/1133734747?lang=en_US&edition=fundamental","pubTime":"2026-07-28 12:32","market":"us","language":"en","title":"SpaceX Approaches $100: Where Is The Market's Mispricing?","url":"https://stock-news.laohu8.com/highlight/detail?id=1133734747","media":"Analyst Calls","summary":"","content":"<html><head></head><body></body></html>","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>SpaceX Approaches $100: Where Is The Market's Mispricing?</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; 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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\">\nSpaceX Approaches $100: Where Is The Market's Mispricing?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1088982847\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/a3d1a5f14c097c855e6c5132ca8008db);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Analyst Calls </p>\n<p class=\"h-time\">2026-07-28 12:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCQ":"2倍做空SpaceX ETF-Defiance","SPCX":"SPAC and New Issue ETF","SSPC":"2倍做空SpaceX ETF-Leverage Shares","SPCH":"2倍做多SpaceX ETF-Leverage Shares","SPAL":"2倍做多Space X ETF-GraniteShares","LOFF":"2倍做多SpaceX ETF-Direxion","SPCF":"2倍做多SpaceX ETF-ProShares","SPCG":"2倍做空SpaceX ETF-Tradr","SPAX":"2倍做多SPACEX ETF-T-REX","SPCM":"2倍做多SpaceX ETF-Tradr","SPCU":"2倍做多SpaceX ETF-Defiance","SNK":"2倍做空SpaceX ETF-GraniteShares"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133734747","news_type":1,"symbols_score_info":{"SSPC":0.6,"SPCQ":0.6,"SPCM":0.6,"SPAL":0.6,"SPCX":2,"SPCU":0.6,"SNK":0.6,"LOFF":0.6,"SPCG":0.6,"SPCH":0.6,"SPCF":0.6,"SPAX":0.6}},"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583962536367504,"gmtCreate":1783599088298,"gmtModify":1783600408883,"author":{"id":"4213674554063962","authorId":"4213674554063962","name":"TigerMumNicN","avatar":"https://community-static.tradeup.com/news/1fafb74d99f927988392d5f7c15db827","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4213674554063962","authorIdStr":"4213674554063962"},"themes":[],"title":"","htmlText":"What is propelling the stock price increase for alibaba and Bidu?","listText":"What is propelling the stock price increase for alibaba and Bidu?","text":"What is propelling the stock price increase for alibaba and Bidu?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583962536367504","repostId":"1188611176","repostType":2,"repost":{"id":"1188611176","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1783563365,"share":"https://ttm.financial/m/news/1188611176?lang=en_US&edition=fundamental","pubTime":"2026-07-09 10:16","market":"hk","language":"en","title":"HK Movers | Alibaba Rises Another 5%, Extending Rally on AI Cloud Growth Expectations and Analyst Upgrades","url":"https://stock-news.laohu8.com/highlight/detail?id=1188611176","media":"Tiger Newspress","summary":"On July 9, Alibaba-W rose 3.07% in regular trading, trading at 110.3 HKD/share with turnover of 4.939 billion HKD, extending the prior session's surge of over 12%.The continued strength is driven by...","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/09988\">BABA-W</a> rose 5% in Hong Kong, trading at 110.3 HKD/share with turnover of 4.939 billion HKD, extending the prior session&#39;s surge of over 12%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/52bc1f7fea4f7c3335d6e85772021983\" data-align=\"center\" tg-width=\"546\" tg-height=\"136\"/><span></span></p><p style=\"text-align: left;\">The continued strength is driven by multiple catalysts. A Q1 FY2027 earnings preview indicated Alibaba Cloud revenue growth accelerating to approximately 45%, significantly above prior consensus of 40%, powered by robust AI demand. Meanwhile, the instant retail business Taobao Flash Delivery reported losses narrowing faster than expected while maintaining stable market share.</p><p style=\"text-align: left;\">On the analyst front, CICC maintained an Outperform rating with a 172 HKD target price, forecasting non-GAAP net income above consensus. Zhongtai Securities initiated coverage with a Buy rating, citing cloud plus AI as opening new growth avenues. Additionally, reports emerged that Chinese officials have signaled Alibaba may soon be permitted to procure certain Nvidia H200 chips, providing critical AI computing support. The company also disclosed a share repurchase of approximately 4.08 million shares on July 7, totaling roughly 50 million USD.</p></body></html>","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>HK Movers | Alibaba Rises Another 5%, Extending Rally on AI Cloud Growth Expectations and Analyst Upgrades</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\">\nHK Movers | Alibaba Rises Another 5%, Extending Rally on AI Cloud Growth Expectations and Analyst Upgrades\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-07-09 10:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/09988\">BABA-W</a> rose 5% in Hong Kong, trading at 110.3 HKD/share with turnover of 4.939 billion HKD, extending the prior session&#39;s surge of over 12%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/52bc1f7fea4f7c3335d6e85772021983\" data-align=\"center\" tg-width=\"546\" tg-height=\"136\"/><span></span></p><p style=\"text-align: left;\">The continued strength is driven by multiple catalysts. A Q1 FY2027 earnings preview indicated Alibaba Cloud revenue growth accelerating to approximately 45%, significantly above prior consensus of 40%, powered by robust AI demand. Meanwhile, the instant retail business Taobao Flash Delivery reported losses narrowing faster than expected while maintaining stable market share.</p><p style=\"text-align: left;\">On the analyst front, CICC maintained an Outperform rating with a 172 HKD target price, forecasting non-GAAP net income above consensus. Zhongtai Securities initiated coverage with a Buy rating, citing cloud plus AI as opening new growth avenues. Additionally, reports emerged that Chinese officials have signaled Alibaba may soon be permitted to procure certain Nvidia H200 chips, providing critical AI computing support. The company also disclosed a share repurchase of approximately 4.08 million shares on July 7, totaling roughly 50 million USD.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188611176","content_text":"BABA-W rose 5% in Hong Kong, trading at 110.3 HKD/share with turnover of 4.939 billion HKD, extending the prior session's surge of over 12%.The continued strength is driven by multiple catalysts. A Q1 FY2027 earnings preview indicated Alibaba Cloud revenue growth accelerating to approximately 45%, significantly above prior consensus of 40%, powered by robust AI demand. Meanwhile, the instant retail business Taobao Flash Delivery reported losses narrowing faster than expected while maintaining stable market share.On the analyst front, CICC maintained an Outperform rating with a 172 HKD target price, forecasting non-GAAP net income above consensus. Zhongtai Securities initiated coverage with a Buy rating, citing cloud plus AI as opening new growth avenues. Additionally, reports emerged that Chinese officials have signaled Alibaba may soon be permitted to procure certain Nvidia H200 chips, providing critical AI computing support. The company also disclosed a share repurchase of approximately 4.08 million shares on July 7, totaling roughly 50 million USD.","news_type":1,"symbols_score_info":{"09988":1}},"isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583956204323920,"gmtCreate":1783597621330,"gmtModify":1783597624419,"author":{"id":"3567852837945728","authorId":"3567852837945728","name":"setia100","avatar":"https://community-static.tradeup.com/news/5d07af59743ad001196b7aca5f1726d7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567852837945728","authorIdStr":"3567852837945728"},"themes":[],"title":"","htmlText":"Does Warren Buffet's new CEO acquiring AI stocks ?","listText":"Does Warren Buffet's new CEO acquiring AI stocks ?","text":"Does Warren Buffet's new CEO acquiring AI stocks ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583956204323920","repostId":"2650130209","repostType":2,"repost":{"id":"2650130209","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1783573200,"share":"https://ttm.financial/m/news/2650130209?lang=en_US&edition=fundamental","pubTime":"2026-07-09 13:00","market":"us","language":"en","title":"Nvidia’s Stock Trades at a Juicy Discount, According to BofA","url":"https://stock-news.laohu8.com/highlight/detail?id=2650130209","media":"Dow Jones","summary":"An analyst recommends investors take advantage of the ‘enhanced’ buying opportunity brought upon by sustained underperformance.","content":"<html><head></head><body><p style=\"text-align: start;\">Investors are being too hard on <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and passing up an “enhanced” buying opportunity for its stock, according to Bank of America.</p><p style=\"text-align: start;\">Despite dominating the market for artificial-intelligence chips, Nvidia saw its stock rise only about 3% in the year through Monday, while the <a href=\"https://laohu8.com/S/SOX\">PHLX Semiconductor Index</a> jumped more than 80% in that time, Bank of America analyst Vivek Arya noted on Tuesday.</p><p>He acknowledged various areas of investor concern, although he thinks the market reaction has been overly harsh.</p><p>The rising cost of memory components has investors worried about Nvidia’s gross margins, Arya said, but he thinks they are exaggerating the cost pressure stemming from high-bandwidth memory, while not giving enough credit to Nvidia for its pricing power, size and $119 billion worth of supply-chain commitments.</p><p style=\"text-align: start;\">Nvidia could more than make up for the increased cost of HBM chips per rack, because the price of its next-generation Rubin platform could be vastly higher than the price of its current Blackwell offering, according to Arya. He expects Nvidia will be able to keep its gross margin in the mid-70% range.</p><p>Investors have also worried about Nvidia’s competitiveness versus custom chip programs, such as the tensor processing units that Google co-designs with <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>.</p><p style=\"text-align: start;\">But Arya noted that Google’s TPUs have been around for more than a decade, during which time Nvidia’s revenue from its graphics processing units has risen 700 times. Arya said he expects Nvidia will be able to maintain between 65% and 70% share of the market for hyperscaler spending on AI infrastructure in the long term.</p><p style=\"text-align: start;\">Meanwhile, Nvidia is trading at a discount to peers such as <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, “despite similar AI opportunities and memory-cost pressures,” Arya said.</p><p style=\"text-align: start;\">Nvidia’s price-to-earnings ratio on a next-12-months basis is 18.69 — almost half its 10-year average of 36.90, according to Dow Jones Market Data. That multiple is also hovering near an 11-year low.</p><p style=\"text-align: start;\">Arya expects that Nvidia’s earnings report in August will show investors that the company still has “its moats in products, pricing and supply chain,” he said.</p><p style=\"text-align: start;\">Nvidia’s stock closed up 3.7% on Wednesday.</p></body></html>","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>Nvidia’s Stock Trades at a Juicy Discount, According to BofA</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\">\nNvidia’s Stock Trades at a Juicy Discount, According to BofA\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-07-09 13:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Investors are being too hard on <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and passing up an “enhanced” buying opportunity for its stock, according to Bank of America.</p><p style=\"text-align: start;\">Despite dominating the market for artificial-intelligence chips, Nvidia saw its stock rise only about 3% in the year through Monday, while the <a href=\"https://laohu8.com/S/SOX\">PHLX Semiconductor Index</a> jumped more than 80% in that time, Bank of America analyst Vivek Arya noted on Tuesday.</p><p>He acknowledged various areas of investor concern, although he thinks the market reaction has been overly harsh.</p><p>The rising cost of memory components has investors worried about Nvidia’s gross margins, Arya said, but he thinks they are exaggerating the cost pressure stemming from high-bandwidth memory, while not giving enough credit to Nvidia for its pricing power, size and $119 billion worth of supply-chain commitments.</p><p style=\"text-align: start;\">Nvidia could more than make up for the increased cost of HBM chips per rack, because the price of its next-generation Rubin platform could be vastly higher than the price of its current Blackwell offering, according to Arya. He expects Nvidia will be able to keep its gross margin in the mid-70% range.</p><p>Investors have also worried about Nvidia’s competitiveness versus custom chip programs, such as the tensor processing units that Google co-designs with <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>.</p><p style=\"text-align: start;\">But Arya noted that Google’s TPUs have been around for more than a decade, during which time Nvidia’s revenue from its graphics processing units has risen 700 times. Arya said he expects Nvidia will be able to maintain between 65% and 70% share of the market for hyperscaler spending on AI infrastructure in the long term.</p><p style=\"text-align: start;\">Meanwhile, Nvidia is trading at a discount to peers such as <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, “despite similar AI opportunities and memory-cost pressures,” Arya said.</p><p style=\"text-align: start;\">Nvidia’s price-to-earnings ratio on a next-12-months basis is 18.69 — almost half its 10-year average of 36.90, according to Dow Jones Market Data. That multiple is also hovering near an 11-year low.</p><p style=\"text-align: start;\">Arya expects that Nvidia’s earnings report in August will show investors that the company still has “its moats in products, pricing and supply chain,” he said.</p><p style=\"text-align: start;\">Nvidia’s stock closed up 3.7% on Wednesday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDU":"2倍做多NVDA ETF-Direxion","IETC":"iShares U.S. Tech Independence Focused ETF","TTEQ":"T. Rowe Price Technology ETF","CLSE":"Convergence Long/Short Equity ETF","NULC":"Nuveen ESG Large-Cap ETF","USD":"ProShares Ultra Semiconductors","FDTX":"Fidelity Disruptive Technology ETF","MAGY":"Roundhill Magnificent Seven Covered Call ETF","VGT":"信息技术ETF-Vanguard","NVDW":"NVDA周配息ETF-Roundhill","CIBR":"First Trust NASDAQ Cybersecurity ETF","OGIG":"ALPS O'Shares Global Internet Giants ETF","SOXQ":"Invesco PHLX Semiconductor ETF","NVDX":"2倍做多NVDA ETF-T-Rex","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","LFGY":"YieldMax Crypto Industry and Tech Portfolio Option Income ETF","CGDG":"Capital Group Dividend Growers ETF","NVDY":"NVDA期权收益策略ETF-YieldMax","SHOC":"Strive U.S. Semiconductor ETF","07388":"南方两倍做空英伟达","NVD":"2倍做空NVDA ETF-GraniteShares","PTF":"Invesco Dorsey Wright Technology Momentum ETF","NVDA":"英伟达","BULZ":"MicroSectors FANG & Innovation 3X Leveraged ETN","NVYY":"GraniteShares YieldBOOST NVDA ETF","WTAI":"WisdomTree Artificial Intelligence and Innovation Fund","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","07788":"南方两倍做多英伟达","NVDD":"1倍做空NVDA ETF-Direxion","ESUM":"EVENTIDE US MARKET ETF","NVDG":"2倍做多NVDA ETF- Leverage Shares","TYLG":"GLOBAL X INFORMATION TECHNOLOGY COVERED CALL & GROWTH ETF","VT":"世界全股市ETF-Vanguard","YMAG":"YieldMax Magnificent 7 Fund of Option Income ETF","CGGO":"Capital Group Global Growth Equity ETF","NVDL":"2倍做多NVDA ETF-GraniteShares","METV":"Roundhill Ball Metaverse ETF","ANV":"GraniteShares Autocallable NVDA ETF","ARTY":"ISHARES FUTURE AI & TECH ETF","NVDQ":"2倍做空NVDA ETF-T-Rex","OND":"ProShares On-Demand ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","VERS":"PROSHARES METAVERSE ETF","NVDS":"1.5倍做空NVDA ETF-Tradr","IXN":"iShares Trust S&P Global Informa"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2650130209","content_text":"Investors are being too hard on Nvidia and passing up an “enhanced” buying opportunity for its stock, according to Bank of America.Despite dominating the market for artificial-intelligence chips, Nvidia saw its stock rise only about 3% in the year through Monday, while the PHLX Semiconductor Index jumped more than 80% in that time, Bank of America analyst Vivek Arya noted on Tuesday.He acknowledged various areas of investor concern, although he thinks the market reaction has been overly harsh.The rising cost of memory components has investors worried about Nvidia’s gross margins, Arya said, but he thinks they are exaggerating the cost pressure stemming from high-bandwidth memory, while not giving enough credit to Nvidia for its pricing power, size and $119 billion worth of supply-chain commitments.Nvidia could more than make up for the increased cost of HBM chips per rack, because the price of its next-generation Rubin platform could be vastly higher than the price of its current Blackwell offering, according to Arya. He expects Nvidia will be able to keep its gross margin in the mid-70% range.Investors have also worried about Nvidia’s competitiveness versus custom chip programs, such as the tensor processing units that Google co-designs with Broadcom.But Arya noted that Google’s TPUs have been around for more than a decade, during which time Nvidia’s revenue from its graphics processing units has risen 700 times. Arya said he expects Nvidia will be able to maintain between 65% and 70% share of the market for hyperscaler spending on AI infrastructure in the long term.Meanwhile, Nvidia is trading at a discount to peers such as Microsoft and Apple, “despite similar AI opportunities and memory-cost pressures,” Arya said.Nvidia’s price-to-earnings ratio on a next-12-months basis is 18.69 — almost half its 10-year average of 36.90, according to Dow Jones Market Data. That multiple is also hovering near an 11-year low.Arya expects that Nvidia’s earnings report in August will show investors that the company still has “its moats in products, pricing and supply chain,” he said.Nvidia’s stock closed up 3.7% on Wednesday.","news_type":1,"symbols_score_info":{"TTEQ":0.6,"DIPS":0.6,"NVDL":0.6,"SOXQ":0.6,"IETC":0.6,"NVII":0.6,"NVDY":0.6,"07788":0.6,"ARTY":0.6,"NVDD":0.6,"NVDG":0.6,"NVDQ":0.6,"OND":1.5,"PTF":1.5,"IXN":0.6,"CIBR":0.6,"CHAT":0.6,"CLSE":0.6,"WTAI":1.5,"METV":0.6,"SHOC":0.6,"TYLG":0.6,"NVDO":0.6,"VT":0.6,"VERS":1.5,"NULC":0.6,"LFGY":0.6,"07388":0.6,"NVDX":0.6,"NVDA":2,"NVDW":0.6,"USD":0.6,"NVDU":0.6,"NVDB":0.6,"FDTX":0.6,"MAGY":1.5,"VGT":0.6,"NVDS":0.6,"YMAG":1.5,"ESUM":0.6,"NVD":0.6,"BULZ":1.5,"OGIG":0.6,"CGDG":0.6,"ANV":0.6,"NVYY":0.6,"CGGO":0.6}},"isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}