万众瞩目！“AI信仰”能否撑起美股？英伟达季报有答案

智通财经网2023-08-23

科技巨头的二季度财报季将以一声巨响落下帷幕:处于人工智能热潮中心的英伟达公司(NVDA.US)将于周三美股盘后公布的业绩可能会为今年剩余时间的全球股市定下基调。自上次季度业绩公布以来，这家芯片制造商的市值增加了逾3700亿美元，是推动纳斯达克100指数今年上涨36%的最大功臣。英伟达的处理器是今年推动美股飙升的人工智能淘金热中的“镐头和铲子”，这使得它的报告比通常的收益报告更重要。研究公司...

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Can \"AI Belief\" Support US Stocks? Nvidia quarterly report has an answer","themeId":"d2be3b9a043d425e824e21676a088005","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":1},"content_text":"科技巨头的二季度财报季将以一声巨响落下帷幕:处于人工智能热潮中心的英伟达公司(NVDA.US)将于周三美股盘后公布的业绩可能会为今年剩余时间的全球股市定下基调。自上次季度业绩公布以来，这家芯片制造商的市值增加了逾3700亿美元，是推动纳斯达克100指数今年上涨36%的最大功臣。英伟达的处理器是今年推动美股飙升的人工智能淘金热中的“镐头和铲子”，这使得它的报告比通常的收益报告更重要。研究公司Melius Research的分析师Ben Reitzes表示:“英伟达对24财年剩余时间的预测，会影响整个人工智能领域的人气，而人工智能一直是市场的推动力。”这家芯片制造商的支持者们期待着更多的好消息。数据显示，华尔街分析师预计英伟达第二季度营收将较上年同期增长65%，达到110亿美元左右。在此之前，分析师们一直在上调目标股价。据花旗集团称，机构投资者的预期甚至更高，约为120亿美元。汇丰银行分析师Frank Lee等许多分析人士表示，尽管该股今年增长了两倍多，股价达到预期利润的44倍，但该股仍有进一步上涨的空间。Lee在周一的一份研究报告中写道:“尽管市场对英伟达和整个人工智能供应链的预期明显上升，但我们预计，对人工智能服务器的看涨势头将继续超出市场预期。”他认为，英伟达的股价仍未反映出长期盈利潜力。作为市值超过1万亿美元的少数几家公司之一，英伟达在发布业绩后的股价走势有可能带动整个标普500指数波动。根据数据，期权市场活动表明，该报告发布后的第二天，股价将出现10%的波动。不可避免地，其他与人工智能相关的股票——谷歌母公司Alphabet(GOOGL.US)和微软(MSFT.US)等重量级公司以及Palantir Technologies(PLTR.US)等较小的公司——将受到最大的影响。但这份报告对美国以外的市场参与者也很重要，比如英伟达供应商台积电(TSM.US)和芯片设备巨头阿斯麦(ASML.US)。但预期如此之高，业绩稍微有点令人失望，市场很可能会剧烈反应。Trivariate Research创始人Adam Parker在接受采访时说：“如果他们失败了，整个股市就会下跌。这是毫无疑问的。”一个最值得注意的因素是芯片供应。华尔街的一些人士警告称，无法从台积电获得足够的芯片可能会限制英伟达的销量。不过，多数人认为，如果指引良好，这对英伟达不会构成问题，因为这些销售将被推至后续季度。对于更广泛的市场来说，面对利率上升和经济放缓等不利因素，一份积极的报告可能有助于让人们相信，人工智能在提高许多行业的生产率和利润方面具有改变游戏规则的潜力。高盛策略师本周推出了一个“后AI时代交易”篮子，即受人工智能带来的长期收益提振最大的股票。以Ryan Hammond为首的高盛策略师在一份报告中写道，随着人工智能的广泛应用，这一篮子股票的收益中位数可能会比目前的基准高出72%。但坚定看空股市的摩根士丹利策略师Michael Wilson警告称，对宏观经济背景的情绪恶化意味着，即使是井喷式的业绩，这一次也可能不足以推动市场走高。他写道:“我们认为，英伟达的出色业绩不会像5月份那样，进而改变近期其他衍生品或更广泛市场的价格走势。”","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2361624243"}