AI芯片需求依然强劲，瑞穗绩前唱多英伟达_老虎社区_美港股上老虎

AI芯片需求依然强劲，瑞穗绩前唱多英伟达

智通财经网08-10

8月9日，在英伟达定于本月晚些时候发布第二财季业绩之前，瑞穗证券将这家半导体公司的目标价从127.50美元上调至132美元。分析师Vijay Rakesh表示，英伟达的加速器系列订单依然强劲，随着英伟达H100和H200 GPU的持续增长，台积电(TSM.US)的CoWoS(Chip-on-Wafer-on-Substrate)产能仍然紧张。然而，英伟达现在开始转向使用NVL36/72的...

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03:11","market":"us","language":"zh","title":"AI芯片需求依然强劲，瑞穗绩前唱多英伟达","url":"https://stock-news.laohu8.com/highlight/detail?id=2458593125","media":"智通财经网","summary":"瑞穗证券将英伟达的目标价从127.50美元上调至132美元。","content":"<html><head></head><body><p>8月9日，在<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>定于本月晚些时候发布第二财季业绩之前，瑞穗证券将这家半导体公司的目标价从127.50美元上调至132美元。</p><p>分析师Vijay Rakesh表示，英伟达的加速器系列订单依然强劲，随着英伟达H100和H200 GPU的持续增长，<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)的CoWoS(Chip-on-Wafer-on-Substrate)产能仍然紧张。</p><p>然而，英伟达现在开始转向使用NVL36/72的Blackwell生产线，后者采用CoWoS-L技术进行封装。</p><p>Rakesh表示，即使有消息称Blackwell生产线的大规模生产可能会推迟到明年初，但对它的需求并没有改变。</p><p>最后，Rakesh表示，由于用于中低预算人工智能(AI)服务器的CoWoS供应好转，英伟达可能会在2025年下半年和2026年部分时间重返B200A和210A。</p><p>英伟达定于8月28日美股盘后公布财报。分析师普遍预计，该公司营收为285.4亿美元，每股收益为0.64美元。</p></body></html>","source":"highlight_zhitongcaijin","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\" 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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\">\nAI芯片需求依然强劲，瑞穗绩前唱多英伟达\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-10 03:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1162546.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月9日，在英伟达定于本月晚些时候发布第二财季业绩之前，瑞穗证券将这家半导体公司的目标价从127.50美元上调至132美元。分析师Vijay Rakesh表示，英伟达的加速器系列订单依然强劲，随着英伟达H100和H200 GPU的持续增长，台积电(TSM.US)的CoWoS(Chip-on-Wafer-on-Substrate)产能仍然紧张。然而，英伟达现在开始转向使用NVL36/72的...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1162546.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4141":"半导体产品","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4588":"碎股","BK4503":"景林资产持仓","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX 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RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","BK4550":"红杉资本持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4567":"ESG概念","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4534":"瑞士信贷持仓","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","BK4527":"明星科技股","BK4543":"AI","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H"},"source_url":"http://www.zhitongcaijing.com/content/detail/1162546.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2458593125","content_text":"8月9日，在英伟达定于本月晚些时候发布第二财季业绩之前，瑞穗证券将这家半导体公司的目标价从127.50美元上调至132美元。分析师Vijay Rakesh表示，英伟达的加速器系列订单依然强劲，随着英伟达H100和H200 GPU的持续增长，台积电(TSM.US)的CoWoS(Chip-on-Wafer-on-Substrate)产能仍然紧张。然而，英伟达现在开始转向使用NVL36/72的Blackwell生产线，后者采用CoWoS-L技术进行封装。Rakesh表示，即使有消息称Blackwell生产线的大规模生产可能会推迟到明年初，但对它的需求并没有改变。最后，Rakesh表示，由于用于中低预算人工智能(AI)服务器的CoWoS供应好转，英伟达可能会在2025年下半年和2026年部分时间重返B200A和210A。英伟达定于8月28日美股盘后公布财报。分析师普遍预计，该公司营收为285.4亿美元，每股收益为0.64美元。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":2,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}