英伟达确实猛、鲍威尔也没掀桌，但AI还行不行的争论更激烈了

华尔街见闻2023-08-26

AI什么时候能变现？除了英伟达，还没有科技公司从AI中赚到大钱。周三英伟达公布财报显示，英伟达二季度营收同比翻番至135亿美元，数据中心营收达到了创纪录的103.2亿美元，环比增加一倍多。随后，美联储主席鲍威尔在杰克逊霍尔全球央行年会上发表讲话。鲍威尔虽然态度强硬，但并没有说出任何让人意外的话——美联储在等待通胀回落至2%的过程中将继续依赖数据。英伟达财报足够亮眼、鲍威尔演讲谨慎十足，美股总算安然...

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精彩评论

寻找价值公司
2023-08-27
寻找价值公司
这话说的太绝对了！除非有政治因素在干扰人工智能前进的因素在里面
enjoylife168
2023-08-27
enjoylife168
多空斯杀，高卖低买，等那方获胜，再追击
一路向前飞
2023-08-27
一路向前飞
知道了。满仓英伟达干

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rips（趁着超卖后的短暂反弹，做空正在下跌的资产），而非逢低买入。进入8月以来，都是如此。与此同时，美股今年强势反弹的主要驱动力AI出现了熄火的信号。英伟达财报——AI行业最重要财报——以近乎完美的姿态亮相后的几天，美股的表现却相当奇怪，周四纳指跌近2%，英伟达仅收涨0.1%，周五英伟达收跌2.4%，而纳指上涨0.9%。今年以来，纳指已经大涨逾30%，英伟达更是暴涨了220%。巨大的涨幅令分析师越来越怀疑，AI概念股还是否有上涨的空间？有关AI还行不行的争论正在愈演愈烈。正方：英伟达证实AI未来可期持正面意见的投资者认为，即使股价看起来高的吓人，AI概念仍有上涨空间。英伟达财报显示，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。LPL Financial首席全球策略师Quincy Krosby表示：英伟达证实了AI未来（上涨）的合理性。这并非科技泡沫重现。目前，大量科技公司仍需要时间将AI变现。看涨人士表示，有迹象表明，互联网公司（英伟达芯片的主要买家）正在寻找利用AI技术来推进自身业务的方法。 “你将开始看到微软和Salesforce等公司在未来两到四个季度展示其在AI领域的收入潜力，” 独立投资研究公司CFRA高级股票分析师Angelo Zino表示。英伟达公布财报后，华尔街分析师集体上调了英伟达的价格目标。据FactSet称，英伟达目前的目标价为640.71美元，较周五收盘价460.18美元高出39.2%。然而，一些投资者发出警告，如果英伟达在未来几个季度陷入困境，其高估值让投资者几乎没有回旋余地。FactSet的数据显示，英伟达过去12个月的市盈率是35倍。Fleckenstein Capital总裁Bill Fleckenstein表示：如果你想下这样的赌注，你必须对市场和整体经济保持相当乐观的态度。火爆的需求给了英伟达涨价的底气，公司二季度毛利率高达70.1%，远远超过去年同期的43.5%。一些投资者警告说，一旦新的竞争开始出现，英伟达超高的定价能力可能不会持续。《高科技战略家》的编辑Fred Hickey说：毫无疑问，这是一个伟大的故事，毫无疑问，这是一个伟大的数字。这种情况会随着时间的推移而持续吗？历史表明这不太可能。反方：AI可能永远不能带来收入然而，截至目前，除了英伟达，还没有科技公司从AI中赚到大钱，如果生成式AI最终被证明只是一个“哑弹”怎么办？华尔街见闻此前文章提及，技术专家Gary Marcus在上周发布的一片文章中表示，随着投资者意识到生成式AI效果不佳且缺少“杀手级”商业应用，我们可能会看到估值出现“大规模、令人痛苦的调整”的可能性。（人工智能）还没能带来收入，而且可能永远不会。Marcus是可信人工智能促进中心（Center for the Advancement of Trustworthy 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