再涨37%？已经有分析师看涨英伟达到1200美元

华尔街见闻03-12

分析师认为，该公司新的增长机会可能在下周开始的年度GTC大会上露出端倪，包括一些英伟达较不为人知的业务领域，如软件业务和推理应用。英伟达股票在上周五遭遇了九个月以来表现最差的一个交易日，但仍有分析师将英伟达的目标价从900美元提高到1200，这意味着还有37%的上涨空间。分析师认为，该公司新的增长机会可能在下周开始的年度GTC大会上露出端倪，包括一些英伟达较不为人知的业务领域。例如，英伟达的软件...

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

华子狗
03-13
华子狗
丶液冷技术相关的公司有哪些？
梓坚
03-13
梓坚
👍👍

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2418551281?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/f40547bcec691f1419a6412b54155a87","is_english":false,"pubTime":"2024-03-12 23:39","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2418551281","market":"us","top_or_hot":-1,"title":"再涨37%？已经有分析师看涨英伟达到1200美元","media":"华尔街见闻","content":"<div>\n<p>分析师认为，该公司新的增长机会可能在下周开始的年度GTC大会上露出端倪，包括一些英伟达较不为人知的业务领域，如软件业务和推理应用。英伟达股票在上周五遭遇了九个月以来表现最差的一个交易日，但仍有分析师将英伟达的目标价从900美元提高到1200，这意味着还有37%的上涨空间。分析师认为，该公司新的增长机会可能在下周开始的年度GTC大会上露出端倪，包括一些英伟达较不为人知的业务领域。例如，英伟达的软件...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3710263\">网页链接</a>\n\n</div>\n","source":"wallstreetcn_hot_news","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>再涨37%？已经有分析师看涨英伟达到1200美元</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\">\n再涨37%？已经有分析师看涨英伟达到1200美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-12 23:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3710263><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>分析师认为，该公司新的增长机会可能在下周开始的年度GTC大会上露出端倪，包括一些英伟达较不为人知的业务领域，如软件业务和推理应用。英伟达股票在上周五遭遇了九个月以来表现最差的一个交易日，但仍有分析师将英伟达的目标价从900美元提高到1200，这意味着还有37%的上涨空间。分析师认为，该公司新的增长机会可能在下周开始的年度GTC大会上露出端倪，包括一些英伟达较不为人知的业务领域。例如，英伟达的软件...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3710263\">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":"IE00BJJMRY28.SGD","symbol_name":"Janus Henderson Balanced A Inc SGD","start_time":0,"source_url":"https://wallstreetcn.com/articles/3710263","article_id":"2418551281","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/f40547bcec691f1419a6412b54155a87"],"rights":{"source":"wallstreetcn_hot_news","url":"https://wallstreetcn.com/articles/3710263","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2418551281","pubTimestamp":1710257954,"sourceInfo":{"source_id":"wallstreetcn_hot_news","name":"华尔街见闻"},"weMediaInfo":null,"summary":"分析师认为，该公司新的增长机会可能在下周开始的年度GTC大会上露出端倪，包括一些英伟达较不为人知的业务领域，如软件业务和推理应用。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0444971666.USD":"天利全球科技基金","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4585":"ETF&股票定投概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4581":"高盛持仓","BK4543":"AI","BK4529":"IDC概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4579":"人工智能","BK4592":"伊斯兰概念","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4527":"明星科技股","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4587":"ChatGPT概念","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0109392836.USD":"富兰克林科技股A","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4503":"景林资产持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4588":"碎股","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4141":"半导体产品","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0080751232.USD":"富达环球多元动力基金A","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","NVDA":"英伟达"},"translate_title":"Another 37%? Some analysts are already bullish on NVG to $1,200","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/b16ff0b65ca28ee46c7e1830d7ebb9fc","symbols_score_info":{"NVDA":1},"content_text":"分析师认为，该公司新的增长机会可能在下周开始的年度GTC大会上露出端倪，包括一些英伟达较不为人知的业务领域，如软件业务和推理应用。英伟达股票在上周五遭遇了九个月以来表现最差的一个交易日，但仍有分析师将英伟达的目标价从900美元提高到1200，这意味着还有37%的上涨空间。分析师认为，该公司新的增长机会可能在下周开始的年度GTC大会上露出端倪，包括一些英伟达较不为人知的业务领域。例如，英伟达的软件业务已经达到了10亿美元的年度营收运转率，但对于一家在上个财年总收入超过600亿美元、预计本财年轻松突破1000亿美元总收入大关的公司来说，这仍然只是杯水车薪。分析师认为，英伟达的软件业务“仅仅是开始”，预计英伟达将在GTC上将花费“巨大”的时间来概述软件业务扩张潜力。分析师认为，英伟达的管理团队将对该公司面向企业的AI产品机会最为兴奋。此外，分析师预计潜在的推理应用也将成为GTC的重点。分析师说，英伟达此前透露，过去12个月对数据中心GPU的需求至少有40%来自推理时，华尔街许多人似乎感到惊讶，但回想起来，考虑到Meta和微软在推理方面的投入，这或许是有道理的。分析师表示：“我们继续预期，英伟达在推理市场的份额将会有上升的惊喜。”英伟达很可能在GTC发布下一代数据中心产品B100芯片，该芯片预计将提供H200两倍的性能。分析师则对于客户在升级到B100后会如何处理他们旧的A100和H100感到好奇。总的来说，分析师对英伟达未来的营收和盈利潜力感到兴奋，表示GTC可能会带来的“明确的愿景”，即英伟达将在2024年销售一空，以及明确的产品周期支持2025年成为又一个增长年（B100等），还有一个充满活力的生态系统，“在我们接近生成式AI的转折点时准备好迎接巨大的货币化机会。”分析师认为，2025年10%到15%的服务器业务增速是合理的，而一旦投资者认定2025年还未达高峰，英伟达的股价可能将达到1200到1400美元之间。英伟达此前就暗示过，下一代服务器即将到来。华尔街见闻此前报道，在2024年SIEPR经济峰会上，英伟达首席执行官黄仁勋透露，旗下下一代DGX AI系统将采用液冷散热解决方案。摩根士丹利分析师也在报告中指出，随着人工智能服务器的计算能力不断提高，液冷解决方案的采用率(目前为3%)将会增长。液冷将首先以闭环形式设计冷板(直接到芯片)，然后扩展到机架内(TDP 60-70kw)，侧车(2-3个服务器机架，TDP 200kw)和排(4-8个服务器机架，TDP高达800kw)解决方案，以及数据中心基础设施升级。据了解，英伟达DGX系统是专为AI训练和推理优化、提供极高计算能力的高端服务器解决方案。未来，其将采用液冷技术来支持性能更加强劲的新一代GPU。","kind":null,"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":0},"commentList":[{"id":283650479579424,"gmtCreate":1710289522052,"gmtModify":1710289523938,"author":{"id":"3570530291233610","authorId":"3570530291233610","name":"华子狗","avatar":"https://static.tigerbbs.com/a70cc915a76a8b6600a29e2b9f657626","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3570530291233610","authorIdStr":"3570530291233610"},"htmlText":"丶液冷技术相关的公司有哪些？","listText":"丶液冷技术相关的公司有哪些？","text":"丶液冷技术相关的公司有哪些？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/283650479579424","repostId":2418551281,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":283620889665816,"gmtCreate":1710282220956,"gmtModify":1710282222492,"author":{"id":"3581646737212013","authorId":"3581646737212013","name":"梓坚","avatar":"https://static.tigerbbs.com/dc60101ae2a157654c11b14c2d659432","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":2,"crmLevelSwitch":1,"idStr":"3581646737212013","authorIdStr":"3581646737212013"},"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/283620889665816","repostId":2418551281,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":3,"commentSize":2,"repostSize":2,"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":"4.29.1","shortVersion":"4.29.1","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/2418551281"}