火火兔爸
2023-08-01
不知道人工智能越用对算力的需求越高?
四巨头订单就够季度目标!华尔街发现英伟达“需求远超预期”
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
峰子
2023-08-01
峰子
扯淡,用LLM的人都没几个了,还用的人越多对算力越高,在国内就没几个人能够正确打开,都用来聊天去了。生成式AI根本不需要大语言模型,台式机显卡就能解决问题了。
火火兔爸
:
这位兄台发财没有
火火兔爸
:
🥱无知者无畏
什么也没有了~
APP内打开
发表看法
3
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":204219706614000,"tweetId":"204219706614000","gmtCreate":1690868626776,"gmtModify":1690868628077,"author":{"id":3546249304196282,"idStr":"3546249304196282","authorId":3546249304196282,"authorIdStr":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":307,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>不知道人工智能越用对算力的需求越高?</p></body></html>","htmlText":"<html><head></head><body><p>不知道人工智能越用对算力的需求越高?</p></body></html>","text":"不知道人工智能越用对算力的需求越高?","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/204219706614000","repostId":1134471751,"repostType":2,"repost":{"id":"1134471751","kind":"news","pubTimestamp":1690858617,"share":"https://www.laohu8.com/m/news/1134471751?lang=&edition=full","pubTime":"2023-08-01 10:56","market":"sh","language":"zh","title":"四巨头订单就够季度目标!华尔街发现英伟达“需求远超预期”","url":"https://stock-news.laohu8.com/highlight/detail?id=1134471751","media":"华尔街见闻","summary":"芯片需求“爆表”,主宰者“英伟达”业绩或远超普遍预期。同时,他们预计其他大型科技公司和人工智能初创企业对英伟达的需求也更乐观。伯恩斯坦分析师表示,目前限制英伟达营收的因素是半导体代工厂先进的芯片封装能力。他们将英伟达股票评级调至“跑赢大盘”,目股价为475美元。目前,英伟达股价为467美元左右。这一分析结果显示了对英伟达未来发展的乐观态度。","content":"<html><head></head><body><blockquote>伯恩斯坦分析师,芯片需求爆表,2024年<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>数据中心和AI芯片收入或达750亿至900亿美元,远超华尔街分析师的一致预期420亿美元。</blockquote><p style=\"text-align: justify;\">芯片需求“爆表”,主宰者“英伟达”业绩或远超普遍预期。</p><p style=\"text-align: justify;\">周一,伯恩斯坦分析师通过云计算厂商最新透露的在人工智能支出计划,测算得出英伟达的实际业绩情况可能更为乐观。</p><p style=\"text-align: justify;\"><strong>该分析师团队汇总了他们对<a href=\"https://laohu8.com/S/MSFT\">微软</a> 、Meta、字节和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a> AI 芯片支出增长的估计,发现仅这四家公司就足以让英伟达实现本季度的指导目标。</strong>同时,他们预计其他大型科技公司和人工智能初创企业对英伟达的需求也更乐观。</p><p style=\"text-align: justify;\">伯恩斯坦分析师表示,目前限制英伟达营收的因素是半导体代工厂先进的芯片封装能力。随着明年封装能力的提升,<strong>英伟达将有可能在2024年创造750亿至900亿美元的数据中心和AI芯片收入,而华尔街分析师的一致预期仅为420亿美元。</strong></p><p style=\"text-align: justify;\">不过,随着人工智能基础设施建设过多,可能带来的短期和中期风险,比如对英伟达芯片需求先旺后衰,伯恩斯坦技术分析师团队淡化了这一风险。</p><p style=\"text-align: justify;\"><strong>他们将英伟达股票评级调至“跑赢大盘”,目股价为475美元。</strong>目前,英伟达股价为467美元左右。</p><p style=\"text-align: justify;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/906f6ead5c983b5a91f6e22ac4897ac5\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">伯恩斯坦团队表示,在未来相当长的一段时间内,至少在未来12-18个月内,预计英伟达的业绩将保持增长,并可能将持续走高。这一分析结果显示了对英伟达未来发展的乐观态度。</p><p style=\"text-align: justify;\">此前,瑞穗分析师Vijay Rakesh也指出,AI给英伟达带来的股价上行空间超乎想象,并将英伟达目标价从400美元上调至530美元。</p></body></html>","source":"wallstreetcn_api","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>四巨头订单就够季度目标!华尔街发现英伟达“需求远超预期”</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四巨头订单就够季度目标!华尔街发现英伟达“需求远超预期”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-01 10:56 北京时间 <a href=https://wallstreetcn.com/articles/3694528><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伯恩斯坦分析师,芯片需求爆表,2024年英伟达数据中心和AI芯片收入或达750亿至900亿美元,远超华尔街分析师的一致预期420亿美元。芯片需求“爆表”,主宰者“英伟达”业绩或远超普遍预期。周一,伯恩斯坦分析师通过云计算厂商最新透露的在人工智能支出计划,测算得出英伟达的实际业绩情况可能更为乐观。该分析师团队汇总了他们对微软 、Meta、字节和谷歌 AI 芯片支出增长的估计,发现仅这四家公司就足以让...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3694528\">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":{"LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4554":"元宇宙及AR概念","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4532":"文艺复兴科技持仓","BK4534":"瑞士信贷持仓","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","BK4567":"ESG概念","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","NVDA":"英伟达","BK4550":"红杉资本持仓","BK4551":"寇图资本持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4548":"巴美列捷福持仓"},"source_url":"https://wallstreetcn.com/articles/3694528","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134471751","content_text":"伯恩斯坦分析师,芯片需求爆表,2024年英伟达数据中心和AI芯片收入或达750亿至900亿美元,远超华尔街分析师的一致预期420亿美元。芯片需求“爆表”,主宰者“英伟达”业绩或远超普遍预期。周一,伯恩斯坦分析师通过云计算厂商最新透露的在人工智能支出计划,测算得出英伟达的实际业绩情况可能更为乐观。该分析师团队汇总了他们对微软 、Meta、字节和谷歌 AI 芯片支出增长的估计,发现仅这四家公司就足以让英伟达实现本季度的指导目标。同时,他们预计其他大型科技公司和人工智能初创企业对英伟达的需求也更乐观。伯恩斯坦分析师表示,目前限制英伟达营收的因素是半导体代工厂先进的芯片封装能力。随着明年封装能力的提升,英伟达将有可能在2024年创造750亿至900亿美元的数据中心和AI芯片收入,而华尔街分析师的一致预期仅为420亿美元。不过,随着人工智能基础设施建设过多,可能带来的短期和中期风险,比如对英伟达芯片需求先旺后衰,伯恩斯坦技术分析师团队淡化了这一风险。他们将英伟达股票评级调至“跑赢大盘”,目股价为475美元。目前,英伟达股价为467美元左右。伯恩斯坦团队表示,在未来相当长的一段时间内,至少在未来12-18个月内,预计英伟达的业绩将保持增长,并可能将持续走高。这一分析结果显示了对英伟达未来发展的乐观态度。此前,瑞穗分析师Vijay Rakesh也指出,AI给英伟达带来的股价上行空间超乎想象,并将英伟达目标价从400美元上调至530美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1038,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":35,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":8052136,"commentId":"8052136","gmtCreate":1690882098982,"gmtModify":1690883496175,"authorId":3470548862272800,"author":{"id":3470548862272800,"idStr":"3470548862272800","authorId":3470548862272800,"name":"峰子","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":204219706614000,"objectIdStr":"204219706614000","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"扯淡,用LLM的人都没几个了,还用的人越多对算力越高,在国内就没几个人能够正确打开,都用来聊天去了。生成式AI根本不需要大语言模型,台式机显卡就能解决问题了。","text":"扯淡,用LLM的人都没几个了,还用的人越多对算力越高,在国内就没几个人能够正确打开,都用来聊天去了。生成式AI根本不需要大语言模型,台式机显卡就能解决问题了。","html":"扯淡,用LLM的人都没几个了,还用的人越多对算力越高,在国内就没几个人能够正确打开,都用来聊天去了。生成式AI根本不需要大语言模型,台式机显卡就能解决问题了。","likeSize":0,"commentSize":2,"subComments":[{"id":8061645,"commentId":"8061645","gmtCreate":1692868622817,"gmtModify":1692868626683,"authorId":3546249304196282,"author":{"id":3546249304196282,"idStr":"3546249304196282","authorId":3546249304196282,"name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":204219706614000,"objectIdStr":"204219706614000","type":1,"supId":8052136,"supIdStr":"8052136","prevId":0,"prevIdStr":"0","content":"这位兄台发财没有","text":"这位兄台发财没有","html":"这位兄台发财没有"},{"id":8054381,"commentId":"8054381","gmtCreate":1691194158054,"gmtModify":1691200843728,"authorId":3546249304196282,"author":{"id":3546249304196282,"idStr":"3546249304196282","authorId":3546249304196282,"name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":204219706614000,"objectIdStr":"204219706614000","type":1,"supId":8052136,"supIdStr":"8052136","prevId":0,"prevIdStr":"0","content":"🥱无知者无畏","text":"🥱无知者无畏","html":"🥱无知者无畏"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/204219706614000"}
精彩评论