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...

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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
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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":"IE0009356076.USD","symbol_name":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) 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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":"4.29.2","shortVersion":"4.29.2","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"}