火火兔爸的个人主页 - 老虎社区

火火兔爸

火火兔爸

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IP属地：上海

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3主题

0勋章

12-22 12:02

$Palantir Technologies Inc.(PLTR)$ 这玩意不就是终结者里天网的雏形

12-21 06:50

$Palantir Technologies Inc.(PLTR)$ 执行与英伟达一样的投资策略，买买买并长期持有

12-21 01:04

$Palantir Technologies Inc.(PLTR)$ 跌就加

12-21 00:32

$Palantir Technologies Inc.(PLTR)$ 盘前加了不少

12-21 00:31

$Palantir Technologies Inc.(PLTR)$ 还是你最强，不跌直接上

12-20 21:11

$Palantir Technologies Inc.(PLTR)$ 政府不关门立刻拉起来

12-20 21:02

还有政府关门担忧

抱歉，原内容已删除

12-20 21:01

$Palantir Technologies Inc.(PLTR)$ 美东十点半众议院就政府停摆投票

12-20 20:47

电脑是见啥都往一起扯，明明是因为担心pce高于预期

抱歉，原内容已删除

12-20 17:38

$Palantir Technologies Inc.(PLTR)$ 今日发布pce来吓人

12-19

$Palantir Technologies Inc.(PLTR)$ 美国没有进入衰退，回调都是机会

12-18

不是，抄Palantir最好

12-18

$Palantir Technologies Inc.(PLTR)$ 在全球动荡加剧不确定性增加的情况下，这会是很好的避风港，

12-18

$Palantir Technologies Inc.(PLTR)$ 老特上台后会对军工系统大刀阔斧改革

12-18

$Palantir Technologies Inc.(PLTR)$ 回来了，死也要死这里

12-17

$Palantir Technologies Inc.(PLTR)$ 等博通涨到位再回来接你。

12-17

$Palantir Technologies Inc.(PLTR)$ 走法应该回去约弹越低，横盘震荡一段时间。

12-16

$博通(AVGO)$ 博通这一波拉升不得上三百

12-16

$Palantir Technologies Inc.(PLTR)$ 利好不涨变利空，估值暂时到这，不与趋势作对，趴博通了

12-16

$Palantir Technologies Inc.(PLTR)$ 买入并持有Palantir绝对没错，除非美丽国亡了，否则系统将会越嵌越深，永远离不开AIP

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justify;\">伯恩斯坦分析师表示，目前限制英伟达营收的因素是半导体代工厂先进的芯片封装能力。随着明年封装能力的提升，<strong>英伟达将有可能在2024年创造750亿至900亿美元的数据中心和AI芯片收入，而华尔街分析师的一致预期仅为420亿美元。</strong></p><p style=\"text-align: justify;\">不过，随着人工智能基础设施建设过多，可能带来的短期和中期风险，比如对英伟达芯片需求先旺后衰，伯恩斯坦技术分析师团队淡化了这一风险。</p><p style=\"text-align: justify;\"><strong>他们将英伟达股票评级调至“跑赢大盘”，目股价为475美元。</strong>目前，英伟达股价为467美元左右。</p><p style=\"text-align: justify;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/906f6ead5c983b5a91f6e22ac4897ac5\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">伯恩斯坦团队表示，在未来相当长的一段时间内，至少在未来12-18个月内，预计英伟达的业绩将保持增长，并可能将持续走高。这一分析结果显示了对英伟达未来发展的乐观态度。</p><p style=\"text-align: justify;\">此前，瑞穗分析师Vijay Rakesh也指出，AI给英伟达带来的股价上行空间超乎想象，并将英伟达目标价从400美元上调至530美元。</p></body></html>","source":"wallstreetcn_api","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>四巨头订单就够季度目标！华尔街发现英伟达“需求远超预期”</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; 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href=https://wallstreetcn.com/articles/3694528><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伯恩斯坦分析师，芯片需求爆表，2024年英伟达数据中心和AI芯片收入或达750亿至900亿美元，远超华尔街分析师的一致预期420亿美元。芯片需求“爆表”，主宰者“英伟达”业绩或远超普遍预期。周一，伯恩斯坦分析师通过云计算厂商最新透露的在人工智能支出计划，测算得出英伟达的实际业绩情况可能更为乐观。该分析师团队汇总了他们对微软 、Meta、字节和谷歌 AI 芯片支出增长的估计，发现仅这四家公司就足以让...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3694528\">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":{"BK4567":"ESG概念","BK4534":"瑞士信贷持仓","NVDA":"英伟达","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4550":"红杉资本持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1316542783.SGD":"Janus Henderson Horizon Global 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芯片支出增长的估计，发现仅这四家公司就足以让英伟达实现本季度的指导目标。同时，他们预计其他大型科技公司和人工智能初创企业对英伟达的需求也更乐观。伯恩斯坦分析师表示，目前限制英伟达营收的因素是半导体代工厂先进的芯片封装能力。随着明年封装能力的提升，英伟达将有可能在2024年创造750亿至900亿美元的数据中心和AI芯片收入，而华尔街分析师的一致预期仅为420亿美元。不过，随着人工智能基础设施建设过多，可能带来的短期和中期风险，比如对英伟达芯片需求先旺后衰，伯恩斯坦技术分析师团队淡化了这一风险。他们将英伟达股票评级调至“跑赢大盘”，目股价为475美元。目前，英伟达股价为467美元左右。伯恩斯坦团队表示，在未来相当长的一段时间内，至少在未来12-18个月内，预计英伟达的业绩将保持增长，并可能将持续走高。这一分析结果显示了对英伟达未来发展的乐观态度。此前，瑞穗分析师Vijay 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