七大"护城河"支撑英伟达股价升至200美元

金十数据06-25

战略咨询公司创始人认为，未来两年，英伟达股价将飙升至200美元，七大"护城河"支撑公司中长期前景。6月25日，英伟达周二走高，目前涨超3%，扭转了此前连续三个交易日的下跌。战略咨询公司Constellation Research数据显示，未来12个月，英伟达的股价将飙升至每股200美元，目前的涨势将持续两年。Constellation的创始人R“Ray”Wang在周一接受CNBC采访时表示，他认为...

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CEO有远见黄仁勋是一位有远见的CEO，这点非常非常重要。他会像拉里·艾利森 （甲骨文创始人）、马克·扎克伯格（Meta首席执行官）一样，引领着世界前进。2. 芯片行业进入门槛高能进入这个芯片市场的竞争对手很少，把芯片推向市场需要很长时间，要成功做到这一点是一件非常困难的事情。3. 用户转换成本高一旦选择了英伟达的CUDA软件和硬件生态系统，就会被\"锁定\"在这个生态系统中很长一段时间。因为英伟达在这个领域已经建立了相当大的优势，在软件、硬件以及整个技术栈方面都处于领先地位，使得用户很难轻易脱离这个生态系统。4. 英伟达市场份额占据主导地位英伟达一直占据市场主导地位，这很重要，因为他们在这个市场已经有一段时间了，而竞争对手落后了24个月。5. 强大的产品路线图我们现在只看到了英伟达产品路线图的一小部分，也许只有百分之一或千分之一。英伟达能够从芯片硬件一直延伸到终端应用的全产业链布局，这正是他们即将带来大量创新的关键所在。也就是说，英伟达不仅有强大的硬件产品线，同时在整个软硬件融合的技术栈上都拥有深厚的积累，这使得他们未来的创新潜力巨大。6. GPU是AI的默认标准GPU在人工智能计算中的地位已经非常稳固和不可或缺，成为了业界的共识和默认选择，整个人工智能生态系统都已经围绕着GPU而发展。7. 数字不会说谎我们看到了惊人的增长数据，这与公司的市盈率完全匹配。每个人都在努力理解这种增长势头将如何持续下去。英伟达的毛利率达到了78%，较去年同期增长了262%。这种趋势在接下来的18到24个月内将会继续保持。尽管英伟达股价在上周触及约140美元的峰值后下跌了14%，但Wang认为，这是另一个买入良机。这种回调是由于宏观层面的原因，比如人们担心消费者市场和经济前景，因此在夏季之前进行了一些获利了结。Wang并不是华尔街唯一给出200美元目标价的分析师。上周， 金融服务公司Rosenblatt也将英伟达的目标股价上调至200美元，主要是基于英伟达能够更好地将其CUDA软件平台货币化的前景。","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":0},"commentList":[{"id":320679393788080,"gmtCreate":1719326554306,"gmtModify":1719326555781,"author":{"id":"3482387627626129","authorId":"3482387627626129","name":"JasonFang","avatar":"https://static.tigerbbs.com/14f2d7773ad4669dd73ced51baa2be5d","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3482387627626129","authorIdStr":"3482387627626129"},"htmlText":"跌落神坛","listText":"跌落神坛","text":"跌落神坛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320679393788080","repostId":2446247857,"repostType":2,"repost":{"id":"2446247857","kind":"highlight","pubTimestamp":1719295831,"share":"https://www.laohu8.com/m/news/2446247857?lang=&edition=full","pubTime":"2024-06-25 14:10","market":"us","language":"zh","title":"七大\"护城河\"支撑英伟达股价升至200美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2446247857","media":"金十数据","summary":"战略咨询公司创始人认为，未来两年，英伟达股价将飙升至200美元，七大\"护城河\"支撑公司中长期前景。","content":"<html><head></head><body><blockquote><p>战略咨询公司创始人认为，未来两年，英伟达股价将飙升至200美元，七大&#34;护城河&#34;支撑公司中长期前景。</p></blockquote><p>6月25日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>周二走高，目前涨超3%，扭转了此前连续三个交易日的下跌。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1c02421fb0bad7598f264f06154e52d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>战略咨询公司Constellation Research数据显示，未来12个月，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的股价将飙升至每股200美元，目前的涨势将持续两年。</strong>Constellation的创始人R“Ray”Wang在周一接受CNBC采访时表示，他认为英伟达有“七条护城河”，可以帮助该公司在GPU市场上保持主导地位。</p><p><strong>1. CEO有远见</strong></p><p>黄仁勋是一位有远见的CEO，这点非常非常重要。他会像拉里·艾利森 （<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>创始人）、马克·扎克伯格（Meta首席执行官）一样，引领着世界前进。</p><p><strong>2. 芯片行业进入门槛高</strong></p><p>能进入这个芯片市场的竞争对手很少，把芯片推向市场需要很长时间，要成功做到这一点是一件非常困难的事情。</p><p><strong>3. 用户转换成本高</strong></p><p>一旦选择了英伟达的CUDA软件和硬件生态系统，就会被&#34;锁定&#34;在这个生态系统中很长一段时间。因为英伟达在这个领域已经建立了相当大的优势，在软件、硬件以及整个技术栈方面都处于领先地位，使得用户很难轻易脱离这个生态系统。</p><p><strong>4. 英伟达市场份额占据主导地位</strong></p><p>英伟达一直占据市场主导地位，这很重要，因为他们在这个市场已经有一段时间了，而竞争对手落后了24个月。</p><p><strong>5. 强大的产品路线图</strong></p><p>我们现在只看到了英伟达产品路线图的一小部分，也许只有百分之一或千分之一。英伟达能够从芯片硬件一直延伸到终端应用的全产业链布局，这正是他们即将带来大量创新的关键所在。也就是说，英伟达不仅有强大的硬件产品线，同时在整个软硬件融合的技术栈上都拥有深厚的积累，这使得他们未来的创新潜力巨大。</p><p><strong>6. GPU是AI的默认标准</strong></p><p>GPU在人工智能计算中的地位已经非常稳固和不可或缺，成为了业界的共识和默认选择，整个人工智能生态系统都已经围绕着GPU而发展。</p><p><strong>7. 数字不会说谎</strong></p><p><strong>我们看到了惊人的增长数据，这与公司的市盈率完全匹配。每个人都在努力理解这种增长势头将如何持续下去。英伟达的毛利率达到了78%，较去年同期增长了262%。这种趋势在接下来的18到24个月内将会继续保持。</strong></p><p><strong>尽管英伟达股价在上周触及约140美元的峰值后下跌了14%，但Wang认为，这是另一个买入良机。这种回调是由于宏观层面的原因，比如人们担心消费者市场和经济前景，因此在夏季之前进行了一些获利了结。</strong></p><p>Wang并不是华尔街唯一给出200美元目标价的分析师。上周， 金融服务公司Rosenblatt也将英伟达的目标股价上调至200美元，主要是基于英伟达能够更好地将其CUDA软件平台货币化的前景。</p></body></html>","source":"xnew_highlight","collect":0,"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>七大\"护城河\"支撑英伟达股价升至200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; 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}\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七大\"护城河\"支撑英伟达股价升至200美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-25 14:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=141867&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>战略咨询公司创始人认为，未来两年，英伟达股价将飙升至200美元，七大\"护城河\"支撑公司中长期前景。6月25日，英伟达周二走高，目前涨超3%，扭转了此前连续三个交易日的下跌。战略咨询公司Constellation Research数据显示，未来12个月，英伟达的股价将飙升至每股200美元，目前的涨势将持续两年。Constellation的创始人R“Ray”Wang在周一接受CNBC采访时表示，他认为...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=141867&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4551":"寇图资本持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4581":"高盛持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4549":"软银资本持仓","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4548":"巴美列捷福持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4529":"IDC概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0079474960.USD":"联博美国增长基金A","BK4554":"元宇宙及AR概念","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","BK4532":"文艺复兴科技持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0109392836.USD":"富兰克林科技股A","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4543":"AI","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4527":"明星科技股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4579":"人工智能","BK4141":"半导体产品","NVDA":"英伟达"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=141867&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2446247857","content_text":"战略咨询公司创始人认为，未来两年，英伟达股价将飙升至200美元，七大\"护城河\"支撑公司中长期前景。6月25日，英伟达周二走高，目前涨超3%，扭转了此前连续三个交易日的下跌。战略咨询公司Constellation Research数据显示，未来12个月，英伟达的股价将飙升至每股200美元，目前的涨势将持续两年。Constellation的创始人R“Ray”Wang在周一接受CNBC采访时表示，他认为英伟达有“七条护城河”，可以帮助该公司在GPU市场上保持主导地位。1. CEO有远见黄仁勋是一位有远见的CEO，这点非常非常重要。他会像拉里·艾利森 （甲骨文创始人）、马克·扎克伯格（Meta首席执行官）一样，引领着世界前进。2. 芯片行业进入门槛高能进入这个芯片市场的竞争对手很少，把芯片推向市场需要很长时间，要成功做到这一点是一件非常困难的事情。3. 用户转换成本高一旦选择了英伟达的CUDA软件和硬件生态系统，就会被\"锁定\"在这个生态系统中很长一段时间。因为英伟达在这个领域已经建立了相当大的优势，在软件、硬件以及整个技术栈方面都处于领先地位，使得用户很难轻易脱离这个生态系统。4. 英伟达市场份额占据主导地位英伟达一直占据市场主导地位，这很重要，因为他们在这个市场已经有一段时间了，而竞争对手落后了24个月。5. 强大的产品路线图我们现在只看到了英伟达产品路线图的一小部分，也许只有百分之一或千分之一。英伟达能够从芯片硬件一直延伸到终端应用的全产业链布局，这正是他们即将带来大量创新的关键所在。也就是说，英伟达不仅有强大的硬件产品线，同时在整个软硬件融合的技术栈上都拥有深厚的积累，这使得他们未来的创新潜力巨大。6. GPU是AI的默认标准GPU在人工智能计算中的地位已经非常稳固和不可或缺，成为了业界的共识和默认选择，整个人工智能生态系统都已经围绕着GPU而发展。7. 数字不会说谎我们看到了惊人的增长数据，这与公司的市盈率完全匹配。每个人都在努力理解这种增长势头将如何持续下去。英伟达的毛利率达到了78%，较去年同期增长了262%。这种趋势在接下来的18到24个月内将会继续保持。尽管英伟达股价在上周触及约140美元的峰值后下跌了14%，但Wang认为，这是另一个买入良机。这种回调是由于宏观层面的原因，比如人们担心消费者市场和经济前景，因此在夏季之前进行了一些获利了结。Wang并不是华尔街唯一给出200美元目标价的分析师。上周， 金融服务公司Rosenblatt也将英伟达的目标股价上调至200美元，主要是基于英伟达能够更好地将其CUDA软件平台货币化的前景。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":320678359199920,"gmtCreate":1719326301722,"gmtModify":1719326303464,"author":{"id":"3570443999012781","authorId":"3570443999012781","name":"yancy_多锻炼_","avatar":"https://static.tigerbbs.com/bccffd84fd9b8140af7cc77cbd505f38","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3570443999012781","authorIdStr":"3570443999012781"},"htmlText":"割韭菜好手","listText":"割韭菜好手","text":"割韭菜好手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320678359199920","repostId":2446247857,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":15,"commentSize":2,"repostSize":3,"favoriteSize":10,"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":"4.29.3","shortVersion":"4.29.3","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/2446247857"}