亏了 100 多个亿，还想挑战英伟达。。。 这家公司是不是有点飘了？ 今天，脖子哥就和大伙儿一起聊聊地平线。 不是，做个游戏能亏这么多？ 咳咳，别搞错了，不是极限竞速那个地平线，是国内的一家智驾公司。 前几天，它发布了 2025 年财报，数字是真的很爆啊，营收增长 57.7% ，毛利率 64.5% ，车企们见了估计哈喇子都要流一地。 然而，经脖子哥仔细研究之后，小鸡脚马上露出来了。抛开亏损 104.7 亿的事实不谈，你前年毛利率都有 77.3% ，今年咋就 64.5% 了？这也好意思写大字 报贴出来？ 举个实际的例子，比亚迪天神之眼用的就是 BPU 架构，毕竟比亚迪自研能力很强，所以地平线主要就一个赋能的作用。但现在有了全套智驾方案，博 世、大众这些懒得搞研发的，直接买地平线的就完事儿了，和各种界们用 " 乾崑智驾 " 是一个道理。 所以，在地平线一顿猛推之后，去年 "产品解决方案 " 猛增 144.2%，财务上已经和 " 授权及服务 " 的比重差不多了。 | | | 截至12月31日止年度 | | | | --- | --- | --- | --- | --- | | | 2025年 | | 2024年 | ...

智通财经获悉，个人投资者长期以来持续买入英伟达(NVDA.US)，已使其成为标普500指数中市值最大的公司。 然而本周三，这些投资者自去年7月以来首次净卖出该股，在地缘冲突拖累市场从人工智能驱动的涨势中回落的 背景下，这一动向或预示着投资风向的潜在转变。 据Vanda Research统计，此次个人投资者的净卖出规模并不算大，仅为4490万美元，相较于英伟达逾4万亿美元的 市值可谓九牛一毛。但该机构认为，这或许是一个积极信号——散户投资者往往是最后一批撤退的资金，其离场 反而可能预示着反弹将至。 Vanda Research在周四给客户的报告中写道："从历史经验看，这种资金流向格局通常具有积极的建设性意义。" 上一次出现类似情形是在7月2日，随后六周内英伟达股价累计上涨约20%。Vanda Research认为，这表明"散户卖 出之际，可能恰逢机构需求在另一端承接"。 然而，BTIG指出，该股近期的下跌已使其逼近关键技术水平，这可能触发反弹，也可能预示着股价可能进一步 大幅下挫。在周四大盘走低的背景下，英伟达跌幅超过4%，收于171.24美元附近，创下12月中旬以来的最低水 平。 BTIG首席市场技术分析师乔 ...

Bashar is a contributing writer at Seeking Alpha, focusing on Long/Short investment ideas, with a geographic focus in North America. Before that, Bashar worked at an Investment Fund in the United Kingdom. He has a Master's degree in Finance from the Queen Mary University of London and a Bachelor's degree in Economics from Middlesex University.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within t ...

上一次出现类似情形是在7月2日，随后六周内英伟达股价累计上涨约20%。Vanda Research认为，这表明"散户卖 出之际，可能恰逢机构需求在另一端承接"。 然而，BTIG指出，该股近期的下跌已使其逼近关键技术水平，这可能触发反弹，也可能预示着股价可能进一步 大幅下挫。在周四大盘走低的背景下，英伟达跌幅超过4%，收于171.24美元附近，创下12月中旬以来的最低水 平。 BTIG首席市场技术分析师乔纳森·克林斯基表示："英伟达正逼近170美元这一极为重要的支撑位。若收盘价跌破 该水平，则可能意味着一个主要顶部已经形成，后市风险指向150美元一线。" 智通财经APP获悉，个人投资者长期以来持续买入英伟达(NVDA.US)，已使其成为标普500指数中市值最大的公 司。然而本周三，这些投资者自去年7月以来首次净卖出该股，在地缘冲突拖累市场从人工智能驱动的涨势中回 落的背景下，这一动向或预示着投资风向的潜在转变。 尽管标普500指数今年以来已下跌逾5%，但半导体板块整体仍录得涨幅。不过克林斯基也留意到一个令人担忧的 信号：美光科技股价已连续六个交易日下跌，较其历史高点回落逾20%，尽管该公司近期发布的财报总体表现 ...

My mission is simple, to make you money. I'm here to level the playing field for all investors. There's always a bull market somewhere, and I promise to help you find it.Mad Money starts now. Hey, I'm Kramer. Welcome to Mad Money. Welcome to Cray America.I'll be with my friends. I'm just trying to save you a little bit of money here. My job is not just entertain.In days like today, I got to do some teaching cuz these are hard. Call me at 1800743 CBC. Feet me Jim Kramer.We're all armchair generals now, aren' ...

Veritone (NasdaqGM:VERI) Q4 2025 Earnings call March 26, 2026 05:00 PM ET Speaker2Welcome to the Veritone, Inc. preliminary unaudited fourth quarter 2025 financial results conference call. All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. Please note, this event is being recorded. I would now like to turn the conference over to Cate Goldsmith, Investor Relations. Please go ahead.Speaker0Thank you, and ...

Tech Growth Reimagined: Inside Global X's Launch of NYSX Global X just gave investors more optionality with regard to the Invesco QQQ ETF (QQQ). The firm just launched the Global X NYSE 100 ETF (NYSX), designed to track the NYSE 100 Index. This would give investors a concentrated play on the 100 largest and most innovative companies listed across the New York Stock Exchange, NYSE American, NYSE Arca, Nasdaq, and CBOE BZX exchanges. "This launch marks a significant milestone in Global X's evolution ...

美股周四收盘，油价重拾升势，美联储加息预期再起，三大股指承压收跌。道指初步收跌1%，标普500指数跌1.7%，纳斯达克综合指数跌2.38%。特斯拉 (TSLA.O)跌超3%，英伟达跌4%。纳斯达克中国金龙指数收跌2.55%，小鹏汽车(XPEV.N)跌超6%，阿里巴巴(BABA.N)跌超3%。 (本文来自第一财经) ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...