海外科技业两大焦点：“吃独食”的英伟达、“打开IPO窗口”的Arm

华尔街见闻2023-08-26

至少在未来一段时间，与AI硬件相关的大部分利润可能会继续集中在英伟达身上；ARM估值或高达640亿美元，有望成为有史以来第三大科技公司IPO。本周，海外科技界迎来两大重磅新闻——英伟达的炸裂财报和软银旗下芯片公司Arm的IPO申请。之所以重磅，是因为，英伟达的辉煌业绩为下游的AI玩家扫清了障碍，Arm则有望打开关闭已久的IPO市场的“窗口”。这可能会在很大程度上决定未来一年的科技股走势。新计算时代...

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HansCharles
2023-08-26
HansCharles
然后一直跌[呆住]

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window","themeId":"b618a0d217c649de960dcc6f900b58ec","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/54a1d75a0ba0d836ab15006a3379a854","symbols_score_info":{"NVDA":1,"IPO":1},"content_text":"至少在未来一段时间，与AI硬件相关的大部分利润可能会继续集中在英伟达身上；ARM估值或高达640亿美元，有望成为有史以来第三大科技公司IPO。本周，海外科技界迎来两大重磅新闻——英伟达的炸裂财报和软银旗下芯片公司Arm的IPO申请。之所以重磅，是因为，英伟达的辉煌业绩为下游的AI玩家扫清了障碍，Arm则有望打开关闭已久的IPO市场的“窗口”。这可能会在很大程度上决定未来一年的科技股走势。新计算时代，AI站在英伟达的肩膀上无论对于本身还是AI行业，英伟达的二季度业绩都具有里程碑意义。根据周三公布的财报，英伟达二季度营收同比翻番至135亿美元，这在所有大型芯片制造商中几乎没有先例。其数据中心业务更加强劲，在人工智能火爆需求的推动下，二季度，英伟达数据中心营收达到了创纪录的103.2亿美元，仅一个季度就翻了一倍多。英伟达首席执行官黄仁勋在公司盈利报告中表示：一个新的计算时代已经开始。世界各地的公司正在从通用计算向加速计算和生成人工智能（AIGC）过渡。AIGC的竞赛正在进行。黄仁勋早前表示，价值1万亿美元的全球数据中心基础设施将从传统的服务器中央处理单元（CPU）转移到图形处理单元（GPU），后者能够更好地为AI等新应用所需的并行计算提供动力。  这对英伟达来说是个好兆头。作为AI“背后的巨人”，英伟达的GPU较竞品而言更受客户青睐，因为它们的性能与英伟达强大的软件编程平台生态系统CUDA更加完美地结合。十多年来，AI公司一直在CUDA上构建和共享AI相关工具和软件库，促使当下AI应用程序的构建更容易也更快速。这就是所谓的粘性优势。因此，当投资者叫嚣着Arm将成为下一个英伟达时，会被现实狠狠地打脸。至少在未来一段时间，与AI硬件相关的大部分利润可能会继续集中在英伟达身上，而不是其他公司。财报显示，非GAAP口径下英伟达二季度净利润同比增长422%，达到了令人难以置信的67.4亿美元，比AI赛道的其他任何一家公司都多。黄仁勋在二季度财报电话会上表示，英伟达明年的订单前景广阔。大型互联网公司、企业和初创企业将AI项目放在优先事项，因此，向GPU的结构转变可能会持续数年。然而，英伟达独占鳌头是其同行的痛苦，尤其是传统服务器硬件和芯片制造商。对首席信息官的最新调查显示，技术买家在增加AI投资的同时并没有扩大总预算，而是“拆东墙补西墙”。Arm——有史以来第三大科技公司IPO？除了英伟达财报，科技界本周迎来第二大利好——在经历了两年的低迷活动后，IPO市场可能在不久的将来重新开放。Arm周一向美国证券交易委员会（SEC）提交招股说明书，计划在纳斯达克证券市场进行首次公开招股（IPO），证券代码为“ARM”。但截至目前，IPO市场仍然死气沉沉。根据复兴资本的数据，今年迄今，有68家IPO筹集了99亿美元，相比之下，2021年同时期，共有281家公司IPO筹集了963亿美元。在过去十年中，同时期平均有129家IPO筹集了330亿美元。这就是为什么，对于IPO市场而言，Arm上市可能是一个生死攸关的时刻。华尔街见闻此前提及，Arm将可能创造2021年10月特斯拉劲敌Rivian募股137亿美元以来最大的美股IPO，并将有望成为仅次于2014年阿里巴巴上市和2012年Facebook上市的第三大科技业IPO。本月稍早有媒体称，Arm计划9月首周开始路演，第二周确定IPO的计划发行价，Arm的估值在600亿到700亿美元。上周有媒体称，软银最近从愿景基金那里买入了25%的ARM股份，这笔交易对Arm的估值略高于640亿美元。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":213023799361720,"gmtCreate":1693047478547,"gmtModify":1693048420002,"author":{"id":"3440935215702767","authorId":"3440935215702767","name":"HansCharles","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3440935215702767","authorIdStr":"3440935215702767"},"htmlText":"然后一直跌[呆住]&nbsp;","listText":"然后一直跌[呆住]&nbsp;","text":"然后一直跌[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/213023799361720","repostId":2362189834,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":7,"commentSize":1,"repostSize":1,"favoriteSize":4,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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