Friends time
07-06
这题我熟,财报前拼命压价
英伟达因估值担忧罕见遭降级,“AI股王”真的涨到头了?
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
今夜打老虎2024
07-06
今夜打老虎2024
哈哈哈哈😂?
什么也没有了~
APP内打开
发表看法
1
2
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":324393158705184,"tweetId":"324393158705184","gmtCreate":1720226601656,"gmtModify":1720226603964,"author":{"id":4112110026858630,"idStr":"4112110026858630","authorId":4112110026858630,"authorIdStr":"4112110026858630","name":"Friends time","avatar":"https://static.tigerbbs.com/e896a7acea6a65722992d3130db4d5a4","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>这题我熟,财报前拼命压价</p></body></html>","htmlText":"<html><head></head><body><p>这题我熟,财报前拼命压价</p></body></html>","text":"这题我熟,财报前拼命压价","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/324393158705184","repostId":2449249968,"repostType":2,"repost":{"id":"2449249968","kind":"news","pubTimestamp":1720223433,"share":"https://www.laohu8.com/m/news/2449249968?lang=&edition=full","pubTime":"2024-07-06 07:50","market":"us","language":"zh","title":"英伟达因估值担忧罕见遭降级,“AI股王”真的涨到头了?","url":"https://stock-news.laohu8.com/highlight/detail?id=2449249968","media":"鞭牛士Bianews","summary":"分析师将这家专注于人工智能的芯片制造商的评级从买入下调至中性。","content":"<html><head></head><body><p>7月6日消息,据彭博社报道,New Street Research 分析师 Pierre Ferragu 表示,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>公司<strong>自去年初以来的迅猛上涨终于失去了上涨空间。</strong></p><p>费拉古将这家专注于人工智能的芯片制造商的评级从买入下调至中性,并写道,该股在今年飙升 154% 之后得到了充分估值,而 2023 年的涨幅接近 240%。周五,该股下跌 1.9%,而纳斯达克 100 指数上涨 1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d7979016ee8dd3b63a47480df4af7f1\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>“额外的上行空间只会在牛市情况下实现,即 2025 年以后的前景大幅改善,而我们目前尚不确定这种情况是否会实现。”费拉古写道。</p><p>他补充道,尽管特许经营的质量依然完好无损,但如果目前的前景保持不变,如果有的话,就是降级的风险。</p><p>今年,英伟达是标普 500 指数成分股中表现第二好的公司,仅次于另一家受到人工智能投资者青睐的 Super Micro Computer Inc ( SMCI )。英伟达的市值上涨近 1.9 万亿美元,并一度成为全球最大公司。</p><p>对于一家已成为人工智能支出热潮最大受益者的公司来说,分析师下调评级的情况并不多见。</p><p>彭博追踪的近 90% 的分析师建议买入该股。然而,估值往往被认为是一个令人担忧的问题。</p><p>英伟达的市盈率是未来 12 个月预计收入的 22 倍以上,按这一标准衡量,它是标准普尔 500 指数中最昂贵的股票。</p><p>New Street 将英伟达的一年目标价设定为 135 美元,而其周五的收盘价为 125.82 美元。</p><p><strong>除了英伟达之外,New Street 还看好美国超威半导体公司 ( AMD ) 和台积电公司 ( TSM ),理由是它们看好这两家公司的增长趋势和估值。</strong></p><p>New Street 在一份报告中表示,AMD 和<a href=\"https://laohu8.com/S/TSM\">台积电</a>是该集团中最值得持有的股票,无论在我们的基准情景还是高估值情景下,都具有强劲的上涨空间,并补充称,在其他涉及人工智能的股票中,<a href=\"https://laohu8.com/S/AVGO\">博通</a>公司 (Broadcom Inc.)、Arista Networks Inc. 和<a href=\"https://laohu8.com/S/MU\">美光科技</a>公司 (Micron Technology Inc.) 都仍具有吸引力。</p></body></html>","source":"lsy1720226139850","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>英伟达因估值担忧罕见遭降级,“AI股王”真的涨到头了?</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英伟达因估值担忧罕见遭降级,“AI股王”真的涨到头了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-06 07:50 北京时间 <a href=https://tech.ifeng.com/c/8azMsJMnPTC><strong>鞭牛士Bianews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月6日消息,据彭博社报道,New Street Research 分析师 Pierre Ferragu 表示,英伟达公司自去年初以来的迅猛上涨终于失去了上涨空间。费拉古将这家专注于人工智能的芯片制造商的评级从买入下调至中性,并写道,该股在今年飙升 154% 之后得到了充分估值,而 2023 年的涨幅接近 240%。周五,该股下跌 1.9%,而纳斯达克 100 指数上涨 1%。“额外的上行空间只会...</p>\n\n<a href=\"https://tech.ifeng.com/c/8azMsJMnPTC\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d5d31af468ac7b37ea17af94f102c020","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://tech.ifeng.com/c/8azMsJMnPTC","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2449249968","content_text":"7月6日消息,据彭博社报道,New Street Research 分析师 Pierre Ferragu 表示,英伟达公司自去年初以来的迅猛上涨终于失去了上涨空间。费拉古将这家专注于人工智能的芯片制造商的评级从买入下调至中性,并写道,该股在今年飙升 154% 之后得到了充分估值,而 2023 年的涨幅接近 240%。周五,该股下跌 1.9%,而纳斯达克 100 指数上涨 1%。“额外的上行空间只会在牛市情况下实现,即 2025 年以后的前景大幅改善,而我们目前尚不确定这种情况是否会实现。”费拉古写道。他补充道,尽管特许经营的质量依然完好无损,但如果目前的前景保持不变,如果有的话,就是降级的风险。今年,英伟达是标普 500 指数成分股中表现第二好的公司,仅次于另一家受到人工智能投资者青睐的 Super Micro Computer Inc ( SMCI )。英伟达的市值上涨近 1.9 万亿美元,并一度成为全球最大公司。对于一家已成为人工智能支出热潮最大受益者的公司来说,分析师下调评级的情况并不多见。彭博追踪的近 90% 的分析师建议买入该股。然而,估值往往被认为是一个令人担忧的问题。英伟达的市盈率是未来 12 个月预计收入的 22 倍以上,按这一标准衡量,它是标准普尔 500 指数中最昂贵的股票。New Street 将英伟达的一年目标价设定为 135 美元,而其周五的收盘价为 125.82 美元。除了英伟达之外,New Street 还看好美国超威半导体公司 ( AMD ) 和台积电公司 ( TSM ),理由是它们看好这两家公司的增长趋势和估值。New Street 在一份报告中表示,AMD 和台积电是该集团中最值得持有的股票,无论在我们的基准情景还是高估值情景下,都具有强劲的上涨空间,并补充称,在其他涉及人工智能的股票中,博通公司 (Broadcom Inc.)、Arista Networks Inc. 和美光科技公司 (Micron Technology Inc.) 都仍具有吸引力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":922,"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":23,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":324425377493096,"commentId":"324425377493096","gmtCreate":1720234593502,"gmtModify":1720234597742,"authorId":4173489632474452,"author":{"id":4173489632474452,"idStr":"4173489632474452","authorId":4173489632474452,"name":"今夜打老虎2024","avatar":"https://static.tigerbbs.com/e9810690d010a4b151829142bbb6399f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":324393158705184,"objectIdStr":"324393158705184","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"哈哈哈哈😂?","text":"哈哈哈哈😂?","html":"哈哈哈哈😂?","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/324393158705184"}
精彩评论