博通的“英伟达时刻”已经到来现在只欠持续的亮眼表现

环球市场播报2024-12-18

博通上周公布业绩报告后股价暴涨，让人回想起2023年英伟达股价起飞的时候。现在，这家芯片制造商现在需要证明自己可以延续良好势头成为人工智能时代的又一个巨头。　　博通股价在公布业绩后的两个交易日里飙升了38%，市值达到接近1.2万亿美元。这波涨势的核心刺激因素是博通预测到2027财年，该公司为数据中心运营商设计的AI组件潜在市场规模将高达900亿美元。然而，要把这个机会变为现实还有很多工作要做。 ...

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Vinsa8
2024-12-18
Vinsa8
冉冉升起的新星

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Mahoney表示。Mahoney说，博通向投资者证明人工智能计算的需求是如此之大，除了英伟达之外还有足够的空间容纳其他赢家。\n\n　　甚至在上周发布财报之前，博通一年来的表现就已经非常强劲。在人工智能业务稳健增长支撑下，该股成为费城半导体指数中表现最好的成份股之一。当然其股价也并非一帆风顺，9月该公司因为非AI业务疲软而发布了令人失望的业绩预测后股价大跌。\n　　本季度的业绩使关注焦点又回到了人工智能上。博通股价今年迄今已上涨逾120%，势将创下2009年上市以来的最佳年度表现。分析师们也争先恐后地做出调整，多家华尔街公司上调了目标价和业绩预期。不过即便是彭博汇编的数据显示博通公布业绩后分析师的平均目标价上升了19%，但仍未能跟上股价步伐。\n　　这一轨迹不可避免地引起人们将其与股票市场最初的人工智能赢家英伟达进行比较。英伟达2023年5月发布亮眼的收益报告之后，紧随其后一系列业绩报告和季度预测也都超出预期。该股还让那些认为2024年股票走势艰难的怀疑论者预言落空。英伟达今年上涨了约167%，但过去两天有所回落，或许是因为投资者正在考虑来自博通的竞争加剧这种前景。\n　　“博通和英伟达有很多相似之处，” Rational Equity Armor Fund的投资组合经理Joe 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01:14","market":"hk","language":"zh","title":"博通的“英伟达时刻”已经到来 现在只欠持续的亮眼表现","url":"https://stock-news.laohu8.com/highlight/detail?id=2492998912","media":"环球市场播报","summary":"博通上周公布业绩报告后股价暴涨，让人回想起2023年英伟达股价起飞的时候。　　博通股价在公布业绩后的两个交易日里飙升了38%，市值达到接近1.2万亿美元。博通股价今年迄今已上涨逾120%，势将创下2009年上市以来的最佳年度表现。　　“博通和英伟达有很多相似之处，” Rational Equity Armor Fund的投资组合经理Joe Tigay表示。他认为有理由相信博通股价可以像英伟达一样可持续地上涨。","content":"<html><body><div>\n<p>　　<a href=\"https://laohu8.com/S/AVGO\">博通</a>上周公布业绩报告后股价暴涨，让人回想起2023年<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价起飞的时候。现在，这家芯片制造商现在需要证明自己可以延续良好势头成为人工智能时代的又一个巨头。</p>\n<p>　　博通股价在公布业绩后的两个交易日里飙升了38%，市值达到接近1.2万亿美元。这波涨势的核心刺激因素是博通预测到2027财年，该公司为数据中心运营商设计的AI组件潜在市场规模将高达900亿美元。然而，要把这个机会变为现实还有很多工作要做。</p>\n<p>　　“这有点像一年半前英伟达的情形，当时他们公布了惊人的数字，所有人都不得不追涨，” 持有英伟达股票的Mahoney Asset Management的首席执行官Ken Mahoney表示。Mahoney说，博通向投资者证明人工智能计算的需求是如此之大，除了英伟达之外还有足够的空间容纳其他赢家。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/59/w550h309/20241218/5d67-4eabb61fb1518e50630f95ed5497866b.png\"/></div>\n<p>　　甚至在上周发布财报之前，博通一年来的表现就已经非常强劲。在人工智能业务稳健增长支撑下，该股成为费城半导体指数中表现最好的成份股之一。当然其股价也并非一帆风顺，9月该公司因为非AI业务疲软而发布了令人失望的业绩预测后股价大跌。</p>\n<p>　　本季度的业绩使关注焦点又回到了人工智能上。博通股价今年迄今已上涨逾120%，势将创下2009年上市以来的最佳年度表现。分析师们也争先恐后地做出调整，多家华尔街公司上调了目标价和业绩预期。不过即便是彭博汇编的数据显示博通公布业绩后分析师的平均目标价上升了19%，但仍未能跟上股价步伐。</p>\n<p>　　这一轨迹不可避免地引起人们将其与股票市场最初的人工智能赢家英伟达进行比较。英伟达2023年5月发布亮眼的收益报告之后，紧随其后一系列业绩报告和季度预测也都超出预期。该股还让那些认为2024年股票走势艰难的怀疑论者预言落空。英伟达今年上涨了约167%，但过去两天有所回落，或许是因为投资者正在考虑来自博通的竞争加剧这种前景。</p>\n<p>　　“博通和英伟达有很多相似之处，” Rational Equity Armor Fund的投资组合经理Joe Tigay表示。他认为有理由相信博通股价可以像英伟达一样可持续地上涨。“显然博通仍然需要公布更多好消息才能支撑38倍的市盈率，但它今年已显示出良好的增<span>长和</span><span></span>执行力。”</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：李桐 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>博通的“英伟达时刻”已经到来 现在只欠持续的亮眼表现</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; 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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博通的“英伟达时刻”已经到来 现在只欠持续的亮眼表现\n</h2>\n<h4 class=\"meta\">\n\n\n2024-12-18 01:14 北京时间   <a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-12-18/doc-inczuzvf1282304.shtml\"><strong>环球市场播报</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>博通上周公布业绩报告后股价暴涨，让人回想起2023年英伟达股价起飞的时候。现在，这家芯片制造商现在需要证明自己可以延续良好势头成为人工智能时代的又一个巨头。\n　　博通股价在公布业绩后的两个交易日里飙升了38%，市值达到接近1.2万亿美元。这波涨势的核心刺激因素是博通预测到2027财年，该公司为数据中心运营商设计的AI组件潜在市场规模将高达900亿美元。然而，要把这个机会变为现实还有很多工作要做。\n...</p>\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-12-18/doc-inczuzvf1282304.shtml\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","BK4551":"寇图资本持仓","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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博通的“英伟达时刻”已经到来 现在只欠持续的亮眼表现

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博通的“英伟达时刻”已经到来现在只欠持续的亮眼表现