泡沫还是机会？英伟达高估值劝退投资者机构却建议继续买入

市场资讯2023-03-30

查看最新行情　　财联社3月30日讯（编辑赵昊）随着聊天机器人ChatGPT爆火全球，美股一众相关公司的股票集体上涨，其背后核心的AI算力“大脑”英伟达的股价更是“一骑绝尘”。　　具体行情显示，截至发稿，英伟达的股价水平在每股268美元附近，较去年10月108美元的两年低位累计反弹了158%，市值增加了超3700亿美元，超越伯克希尔·哈撒韦成为美股市值第五大的公司。　　不过，这一暴涨...

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精彩评论

ticongl
2023-03-31
ticongl
56倍惊人吗[龇牙] ？
Mediator
2023-03-30
Mediator
虽然确实为AI所利好但首先，这样规模的大型企业，估值高却得令人窒息，根据pcg测算的话，利润增长率要达到150％才算是合理估值水平，且这还发生在fed缩表加息期间，这可能吗？其次，AI业绩上涨是可以肯定的，但究竟增长多少实待观察。大多数企业级应用是不需要用到超算中心的，就算少数步入正轨的AI企业确实要用到足够强大的算力，也可以选择更为廉价的租赁方式，而真正大型的超算中心就那么几个，也即是说，真正有实际市场需求的客户可能并没有想象中那么多。估值，业绩，两方面都存疑。虽然目前市场情绪在那，看多风向日盛，不说要立即回调多少，但一路高歌猛进的势头确实该停一停了，否则2023哪家泡沫最大还得看英伟达了…
- Mediator:
  现在有多少企业真正有这样高算力应用的有效需求，这个需求才是真实的。如果只是把超算中心换代更新设备和显卡更新迭代的正常周期性需求等同于你理解的需求，是不是本身就是一种误读呢？
- jackyu:
  现在对算力的需求远大于产能.... Ai人过来告诉你你不知道train 多模态模型套多少卡....
- 异乡为异客:
  估值太高，追涨真的风险大。
- 月下美人还是没人:
  估值太高的企业不太看好。

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NVIDIA's high valuation persuaded investors to continue buying","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":1},"content_text":"查看最新行情\n\n\n\n　　财联社3月30日讯（编辑 赵昊）随着聊天机器人ChatGPT爆火全球，美股一众相关公司的股票集体上涨，其背后核心的AI算力“大脑”英伟达的股价更是“一骑绝尘”。\n　　具体行情显示，截至发稿，英伟达的股价水平在每股268美元附近，较去年10月108美元的两年低位累计反弹了158%，市值增加了超3700亿美元，超越伯克希尔·哈撒韦成为美股市值第五大的公司。\n\n　　不过，这一暴涨的势头正开始面临阻力。自上周五开始，英伟达已连续三个交易日有所回落，RSI指标也短暂进入超买区域。\n　　Fort Pitt Capital Group首席投资官Dan Eye表示，“英伟达确实看起来有泡沫，”他补充称，该股的市盈率“有点太高了”。\n　　根据媒体汇编的数据，英伟达的预期市盈率已经达到了惊人的56倍。纵向对比来看，自2017年底以来，英伟达的预期市盈率只有三次跃升至50倍以上，在游戏行业疲软、数据中心支出趋势转变等时期又直线下坠。\n　　横向对比上，费城半导体指数成分股平均的预期市盈率只有21倍，仅为英伟达的三分之一左右。并且与美股市值第六的伯克希尔、第七的特斯拉以及第八的Meta相比，英伟达的年收入明显要低得多。\n　　英伟达超高的股票估值水平令许多想押注人工智能的投资者们感到头疼。Adams Funds首席执行官Mark Stoeckle说到，这一估值“有点令人窒息”。\n　　但这并没有吓退华尔街的分析师们，媒体“市场观察”数据显示，近期更多投行将英伟达评级调至“买入”。两周前，知名投行摩根士丹利就将英伟达的股票评级由“持股”上调至“买入”，目标价也由255美元上调至304美元。\n\n　　当时大摩表示，有迹象表明，对大型语言模型（LLM）的热情正在转变为更强劲的短期和长期支出，“尽管英伟达更积极的前景在很大程度上是以数据中心业务为主导的，但人工智能/语言模型的发展趋势过于强势，因此无法继续对该股持观望态度。”\n　　分析师们目前预计，三年后英伟达的年收入将突破460亿美元，这意味着年均增长率达到20%。如果预测属实，这对于像英伟达这样规模的芯片制造商来说，是一个惊人的速度。\n\n炒股开户享福利，送投顾服务60天体验权，一对一指导服务！\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李桐","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":659446539,"gmtCreate":1680226725921,"gmtModify":1680226727801,"author":{"id":"3525740317402936","authorId":"3525740317402936","name":"ticongl","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3525740317402936","authorIdStr":"3525740317402936"},"htmlText":"56倍惊人吗[龇牙]&nbsp;？","listText":"56倍惊人吗[龇牙]&nbsp;？","text":"56倍惊人吗[龇牙] 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泡沫还是机会？英伟达高估值劝退投资者机构却建议继续买入