美股队长
06-13
现在大盘靠苹果和特斯拉
$特斯拉(TSLA)$
$苹果(AAPL)$
$英伟达(NVDA)$
@美股队长:
英伟达还能买吗?美股的人工智能投资还可以买哪些公司?
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。
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稳定每月十个点
06-27
稳定每月十个点
最近是不是亏钱都不发了
什么也没有了~
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<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> </p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf17dc95766bc285c1d5f9ac9574b57b\" tg-width=\"840\" tg-height=\"2006\"></p>\n<p style=\"text-align: justify;\">后面很快chatgpt就火起来了,人工智能迎来了拐点。到现在为止一年多,人工智能是美股最热的赛道。</p>\n<p style=\"text-align: justify;\">英伟达从100多涨到现在900,涨了8倍。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb6345797cd12663131abc78d1b506ca\" tg-width=\"681\" tg-height=\"526\"><span>图片</span></p>\n<p style=\"text-align: justify;\">英伟达现在是否估值过高有泡沫呢?是否还能上车?现在给大家稍微分析一下。</p>\n<p style=\"text-align: justify;\">英伟达2025年预期的年净利至少在600亿美金以上,以目前100%以上的增速,给个50倍市盈率是不高的,也就是3万亿美金,<strong>而目前估值2万亿左右,至少还有50%的上涨空间,我预计会成为美股第一市值的公司,超过苹果微软。</strong></p>\n<p style=\"text-align: justify;\">2023年是生成式AI的元年,人工智能是未来20年的赛道,现在才第二年,从长线投资来说,只是刚刚开始。</p>\n<p style=\"text-align: justify;\"><strong>短线上来看,英伟达700-800是比较好的上车位置,如果价格下来,可以考虑逢低分批买入。</strong></p>\n<p style=\"text-align: justify;\">中线上来说,美股大盘在6月降息后有调整的可能性,到时候如果美股大盘暂时见顶,人工智能股票可能也会短暂见顶。今年下半年美股大盘的调整期,明年也许是中线投资人工智能的第二次机会。</p>\n<p style=\"text-align: justify;\">另外人工智能除了芯片算力赛道,<strong>还可以关注这些大模型公司,包括谷歌、meta、微软、国内的百度,AI手机转型的苹果、自动驾驶和机器人的特斯拉。</strong>虽然大模型现在还不赚钱,还是投入期,但是从互联网的发展历史来看,未来是一定能赚钱的,尤其是通用人工智能AGI如果实现,将大大提高人类生产力,改变世界,赚钱不会是问题。 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> </p>\n<p style=\"text-align: justify;\">目前谷歌、苹果、特斯拉、百度的估值都比较合理,短线也是比较好的机会。</p>\n<p>每天首发于公号【美股队长】</p></body></html>","htmlText":"<html><head></head><body><p>每天首发于公号【美股队长】</p>\n<p>22年底,当时美股跌了1年多,在群里和大家交流长线投资,锁定的长线赛道就是人工智能,当时chatgpt还没出来,人工智能的拐点还没到,但当时已经预判了芯片是人工智能的核心赛道之一。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> </p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf17dc95766bc285c1d5f9ac9574b57b\" tg-width=\"840\" tg-height=\"2006\"></p>\n<p style=\"text-align: justify;\">后面很快chatgpt就火起来了,人工智能迎来了拐点。到现在为止一年多,人工智能是美股最热的赛道。</p>\n<p style=\"text-align: justify;\">英伟达从100多涨到现在900,涨了8倍。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb6345797cd12663131abc78d1b506ca\" tg-width=\"681\" tg-height=\"526\"><span>图片</span></p>\n<p style=\"text-align: justify;\">英伟达现在是否估值过高有泡沫呢?是否还能上车?现在给大家稍微分析一下。</p>\n<p style=\"text-align: justify;\">英伟达2025年预期的年净利至少在600亿美金以上,以目前100%以上的增速,给个50倍市盈率是不高的,也就是3万亿美金,<strong>而目前估值2万亿左右,至少还有50%的上涨空间,我预计会成为美股第一市值的公司,超过苹果微软。</strong></p>\n<p style=\"text-align: justify;\">2023年是生成式AI的元年,人工智能是未来20年的赛道,现在才第二年,从长线投资来说,只是刚刚开始。</p>\n<p style=\"text-align: justify;\"><strong>短线上来看,英伟达700-800是比较好的上车位置,如果价格下来,可以考虑逢低分批买入。</strong></p>\n<p style=\"text-align: justify;\">中线上来说,美股大盘在6月降息后有调整的可能性,到时候如果美股大盘暂时见顶,人工智能股票可能也会短暂见顶。今年下半年美股大盘的调整期,明年也许是中线投资人工智能的第二次机会。</p>\n<p style=\"text-align: justify;\">另外人工智能除了芯片算力赛道,<strong>还可以关注这些大模型公司,包括谷歌、meta、微软、国内的百度,AI手机转型的苹果、自动驾驶和机器人的特斯拉。</strong>虽然大模型现在还不赚钱,还是投入期,但是从互联网的发展历史来看,未来是一定能赚钱的,尤其是通用人工智能AGI如果实现,将大大提高人类生产力,改变世界,赚钱不会是问题。 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> </p>\n<p style=\"text-align: justify;\">目前谷歌、苹果、特斯拉、百度的估值都比较合理,短线也是比较好的机会。</p>\n<p>每天首发于公号【美股队长】</p></body></html>","text":"每天首发于公号【美股队长】 22年底,当时美股跌了1年多,在群里和大家交流长线投资,锁定的长线赛道就是人工智能,当时chatgpt还没出来,人工智能的拐点还没到,但当时已经预判了芯片是人工智能的核心赛道之一。 $英伟达(NVDA)$ 后面很快chatgpt就火起来了,人工智能迎来了拐点。到现在为止一年多,人工智能是美股最热的赛道。 英伟达从100多涨到现在900,涨了8倍。 图片 英伟达现在是否估值过高有泡沫呢?是否还能上车?现在给大家稍微分析一下。 英伟达2025年预期的年净利至少在600亿美金以上,以目前100%以上的增速,给个50倍市盈率是不高的,也就是3万亿美金,而目前估值2万亿左右,至少还有50%的上涨空间,我预计会成为美股第一市值的公司,超过苹果微软。 2023年是生成式AI的元年,人工智能是未来20年的赛道,现在才第二年,从长线投资来说,只是刚刚开始。 短线上来看,英伟达700-800是比较好的上车位置,如果价格下来,可以考虑逢低分批买入。 中线上来说,美股大盘在6月降息后有调整的可能性,到时候如果美股大盘暂时见顶,人工智能股票可能也会短暂见顶。今年下半年美股大盘的调整期,明年也许是中线投资人工智能的第二次机会。 另外人工智能除了芯片算力赛道,还可以关注这些大模型公司,包括谷歌、meta、微软、国内的百度,AI手机转型的苹果、自动驾驶和机器人的特斯拉。虽然大模型现在还不赚钱,还是投入期,但是从互联网的发展历史来看,未来是一定能赚钱的,尤其是通用人工智能AGI如果实现,将大大提高人类生产力,改变世界,赚钱不会是问题。 $谷歌(GOOG)$ $Meta Platforms(META)$ $微软(MSFT)$ $百度(BIDU)$ 目前谷歌、苹果、特斯拉、百度的估值都比较合理,短线也是比较好的机会。 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