250亿美元回购！为何是此刻？英伟达的股东也懵了

华尔街见闻2023-08-27

有分析师认为，英伟达回购股票的原因可能很简单——钱多得实在没地方花了。在股价年内累涨超2倍后，英伟达本次绩后宣布的250亿美元回购计划，令市场错愕。尽管业绩表现出色，但许多老牌投资者都认为英伟达的股价已经被严重高估。公司的大手笔回购可以说是对这一说法的直接反驳，但同时也让许多投资者感到困惑。根据EPFR的数据，英伟达的回购计划是今年美国公司中第五大回购公告。公司回购股票通常是创造股东回报的方式之一...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

Jackleeee
2023-08-28
Jackleeee
转发

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2362163044?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/7d047358e0af1920417573b07259e5f2","is_english":false,"pubTime":"2023-08-27 17:08","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2362163044","market":"us","top_or_hot":-1,"title":"250亿美元回购！为何是此刻？英伟达的股东也懵了","media":"华尔街见闻","content":"<div>\n<p>有分析师认为，英伟达回购股票的原因可能很简单——钱多得实在没地方花了。在股价年内累涨超2倍后，英伟达本次绩后宣布的250亿美元回购计划，令市场错愕。尽管业绩表现出色，但许多老牌投资者都认为英伟达的股价已经被严重高估。公司的大手笔回购可以说是对这一说法的直接反驳，但同时也让许多投资者感到困惑。根据EPFR的数据，英伟达的回购计划是今年美国公司中第五大回购公告。公司回购股票通常是创造股东回报的方式之一...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3696463\">网页链接</a>\n\n</div>\n","source":"wallstreetcn_api","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>250亿美元回购！为何是此刻？英伟达的股东也懵了</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; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; 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\">\n250亿美元回购！为何是此刻？英伟达的股东也懵了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-27 17:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3696463><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>有分析师认为，英伟达回购股票的原因可能很简单——钱多得实在没地方花了。在股价年内累涨超2倍后，英伟达本次绩后宣布的250亿美元回购计划，令市场错愕。尽管业绩表现出色，但许多老牌投资者都认为英伟达的股价已经被严重高估。公司的大手笔回购可以说是对这一说法的直接反驳，但同时也让许多投资者感到困惑。根据EPFR的数据，英伟达的回购计划是今年美国公司中第五大回购公告。公司回购股票通常是创造股东回报的方式之一...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3696463\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4581","symbol_name":"高盛持仓","start_time":0,"source_url":"https://wallstreetcn.com/articles/3696463","article_id":"2362163044","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/7d047358e0af1920417573b07259e5f2"],"rights":{"source":"wallstreetcn_api","url":"https://wallstreetcn.com/articles/3696463","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2362163044","pubTimestamp":1693127296,"sourceInfo":{"source_id":"wallstreetcn_api","name":"华尔街见闻"},"weMediaInfo":null,"summary":"在股价年内累涨超2倍后，$英伟达$本次绩后宣布的250亿美元回购计划，令市场错愕。尽管业绩表现出色，但许多老牌投资者都认为英伟达的股价已经被严重高估。2022年，英伟达收购ARM的计划因为监管阻击功败垂成，账户上仍然躺着大量现金，超出了当前战略投资的需要。根据英伟达财报，2022年，英伟达研发支出占其营收的27%，与主要竞争对手持平。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4581":"高盛持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4534":"瑞士信贷持仓","BK4587":"ChatGPT概念","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4549":"软银资本持仓","BK4588":"碎股","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4503":"景林资产持仓","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4585":"ETF&股票定投概念","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0079474960.USD":"联博美国增长基金A","BK4532":"文艺复兴科技持仓","BK4579":"人工智能","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4592":"伊斯兰概念","BK4529":"IDC概念","LU0082616367.USD":"摩根大通美国科技A（dist）","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4543":"AI","BK4548":"巴美列捷福持仓","NVDA":"英伟达","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4527":"明星科技股"},"translate_title":"$25 billion buyback! Why this moment? Nvidia shareholders are also stunned","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/93b7b52969583f3b1f3c8d9e3f222850","symbols_score_info":{"NVDA":1},"content_text":"有分析师认为，英伟达回购股票的原因可能很简单——钱多得实在没地方花了。在股价年内累涨超2倍后，英伟达本次绩后宣布的250亿美元回购计划，令市场错愕。尽管业绩表现出色，但许多老牌投资者都认为英伟达的股价已经被严重高估。公司的大手笔回购可以说是对这一说法的直接反驳，但同时也让许多投资者感到困惑。根据EPFR的数据，英伟达的回购计划是今年美国公司中第五大回购公告。公司回购股票通常是创造股东回报的方式之一。回购能够减少股票供应、增加需求，从而提振股价，并能提高投资者密切关注的指标——每股收益。当一家公司的股票看起来很便宜时，股东通常会把回购看作是一个令人鼓舞的信号，而英伟达的股价在2023年却飙升了约220%，作为一家仍在快速成长的高科技公司，许多投资者期待英伟达能够把盈利用在业务增长、而不是提振股价上。Synovus Trust高级投资组合经理Daniel Morgan对路透社表示：“作为一家炙手可热的成长型科技公司，英伟达的回购令人吃惊。信息似乎是，管理层认为他们的股票价值被低估了。”然而，如果连英伟达也被低估，那世界上任何一个资本市场里，可能都找不出一家被高估的股票。Refinitiv Datastream的数据显示，截至周三，英伟达股价为12个月前瞻盈利预期的45倍，而标普500指数为19倍。PlumbFunds基金公司首席执行官兼首席投资组合经理Tom Plumb对路透社表示：“从历史上看，当一家公司在股价低迷时能够回购股票，你会很高兴，但我认为没有人能证明它现在处于低迷状态。”Plumb指出，英伟达回购股票的原因可能很简单，因为钱多得实在没地方花了。2022年，英伟达收购ARM的计划因为监管阻击功败垂成，账户上仍然躺着大量现金，超出了当前战略投资的需要。根据英伟达财报，2022年，英伟达研发支出占其营收的27%，与主要竞争对手持平。尽管金额惊人，但截至本周三，Nvidia的回购仅占其近1.2万亿美元市值的2.1%，这一指标通常被称为回购收益率。标准普尔道琼斯指数公司高级指数分析师霍华德-西尔弗布拉特Howard Silverblatt表示，从近一年的数据来看，这一数字低于大盘2.58%的历史回购收益率。与此同时，其他几家巨型科技公司和成长型公司今年也宣布了更大规模的回购：苹果回购900亿美元，谷歌母公司Alphabet回购700亿美元，Meta回购400亿美元。Houlihan Lokey美国公共股权咨询主管DanielKlausner指出：“科技公司倾向于用现金回购，而不是分红，因为如果每个季度都要分红，可能会阻碍它们利用增长机会的能力。”","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":[{"id":213581051969600,"gmtCreate":1693183525972,"gmtModify":1693187442953,"author":{"id":"3553883977605429","authorId":"3553883977605429","name":"Jackleeee","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"转发","listText":"转发","text":"转发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/213581051969600","repostId":2362163044,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"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/2362163044"}