这篇文章不错，转发给_老虎社区_美港股上老虎

这篇文章不错，转发给大家看看

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":334989701017688,"tweetId":"334989701017688","gmtCreate":1722817639997,"gmtModify":1722817641373,"author":{"id":3573325047854143,"idStr":"3573325047854143","authorId":3573325047854143,"authorIdStr":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body>这篇文章不错，转发给大家看看</body></html>","htmlText":"<html><head></head><body>这篇文章不错，转发给大家看看</body></html>","text":"这篇文章不错，转发给大家看看","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/334989701017688","repostId":2456010932,"repostType":2,"repost":{"id":"2456010932","kind":"highlight","pubTimestamp":1722737129,"share":"https://www.laohu8.com/m/news/2456010932?lang=&edition=full","pubTime":"2024-08-04 10:05","market":"hk","language":"zh","title":"新AI芯片推迟上市 这对英伟达(NVDA.US)影响有多大？","url":"https://stock-news.laohu8.com/highlight/detail?id=2456010932","media":"智通财经网","summary":"据分析师预测，B200芯片延迟发布后，售价可能定为3万到4万美元之间，截至2025年1月的季度发货量将达到约32500块，营收贡献将达到30亿美元，占当季总预期收入的9%。","content":"<html><body><div> <p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)推迟出货B200，对营收影响几何？</p><p>据科技媒体The Information报道，英伟达向其客户表示，新款Blackwell  B200芯片将延迟发布三个月或更长时间，批量出货或延迟至明年Q1。</p><p>Blackwell芯片原计划于2024年10月开始批量生产，若因延期而推迟至2025年4月，将直接影响英伟达的季度收益。对此，英伟达回应媒体称，对Hopper芯片的强劲需求和Blackwell芯片的生产计划并未改变。</p><p>英伟达发言人表示：</p><p>“正如我们之前所说，Hopper的需求非常强劲。大规模的Blackwell采样工作已经完成，下半年的生产将按计划进行。除此之外，我们不对传言发表评论。”</p><p><strong>这意味着，即使B200延迟上市，对英伟达营收的影响程度可能不会特别大，因为Hopper芯片的市场需求依然旺盛。</strong></p><p>目前，Blackwell GPU架构已知的芯片款式有B100、B200和GB200超级芯片三类。如果B200芯片延迟发布，据Mizuho分析师Vijay  Rakesh估算，其售价可能定为3万到4万美元之间，GB200可能定价在5万到7万美元之间。</p><p>瑞银分析师Timothy  Arcuri则预测，到截至2025年1月的季度中，B200和GB200的发货量将分别达到约32500块和43400块，但仅占当季所有芯片发货量的7%，大多数发货的仍是Hopper芯片。</p><p><strong>结合两位分析师的估算，B200产品明年1月当季的营收贡献将达到30亿美元，占当季总预期收入（345亿美元）的9%。</strong></p><p>对英伟达的客户来说，芯片推迟可能会加剧其对收货时点的担忧。据悉，包括<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和Facebook母公司Meta在内的科技巨头二季度的资本支出总计近600亿美元，同比增长三分之二，其中很大一部分流向了英伟达。</p><p>the  Information还报道称，Meta现已定下价值至少100亿美元的订单，而微软在近几周内将其订单规模增加了20%，并计划在2025年Q1之前为OpenAI准备好55000-65000块GB200芯片。</p><p>此外，设计缺陷还将影响英伟达NVLink服务器机架的生产和交付，因为从事服务器工作的公司必须等待新的芯片样品，然后才能最终确定服务器机架设计。</p><p>不过，仍有观点指出，英伟达在销售和营收方面的小幅波动不太可能改变其在华尔街的受欢迎程度。截至周五，英伟达股价收于107美元，其按今年预期盈利计算的市盈率为40倍，明年预期市盈率为30倍，仍处于高位。</p><p><strong>本文转自“华尔街见闻”；智通财经编辑：陈筱亦</strong></p> <div></div> </div></body></html>","source":"highlight_zhitongcaijin","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>新AI芯片推迟上市 这对英伟达(NVDA.US)影响有多大？</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新AI芯片推迟上市 这对英伟达(NVDA.US)影响有多大？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-04 10:05 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1159656.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达(NVDA.US)推迟出货B200，对营收影响几何？据科技媒体The Information报道，英伟达向其客户表示，新款Blackwell  B200芯片将延迟发布三个月或更长时间，批量出货或延迟至明年Q1。Blackwell芯片原计划于2024年10月开始批量生产，若因延期而推迟至2025年4月，将直接影响英伟达的季度收益。对此，英伟达回应媒体称，对Hopper芯片的强劲需求和...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1159656.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20240804/20240804100540_47210.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4529":"IDC概念","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0079474960.USD":"联博美国增长基金A","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU0056508442.USD":"贝莱德世界科技基金A2","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4585":"ETF&股票定投概念","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4587":"ChatGPT概念","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","BK4579":"人工智能","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","BK4141":"半导体产品","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4551":"寇图资本持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","NVDA":"英伟达","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1159656.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2456010932","content_text":"英伟达(NVDA.US)推迟出货B200，对营收影响几何？据科技媒体The Information报道，英伟达向其客户表示，新款Blackwell  B200芯片将延迟发布三个月或更长时间，批量出货或延迟至明年Q1。Blackwell芯片原计划于2024年10月开始批量生产，若因延期而推迟至2025年4月，将直接影响英伟达的季度收益。对此，英伟达回应媒体称，对Hopper芯片的强劲需求和Blackwell芯片的生产计划并未改变。英伟达发言人表示：“正如我们之前所说，Hopper的需求非常强劲。大规模的Blackwell采样工作已经完成，下半年的生产将按计划进行。除此之外，我们不对传言发表评论。”这意味着，即使B200延迟上市，对英伟达营收的影响程度可能不会特别大，因为Hopper芯片的市场需求依然旺盛。目前，Blackwell GPU架构已知的芯片款式有B100、B200和GB200超级芯片三类。如果B200芯片延迟发布，据Mizuho分析师Vijay  Rakesh估算，其售价可能定为3万到4万美元之间，GB200可能定价在5万到7万美元之间。瑞银分析师Timothy  Arcuri则预测，到截至2025年1月的季度中，B200和GB200的发货量将分别达到约32500块和43400块，但仅占当季所有芯片发货量的7%，大多数发货的仍是Hopper芯片。结合两位分析师的估算，B200产品明年1月当季的营收贡献将达到30亿美元，占当季总预期收入（345亿美元）的9%。对英伟达的客户来说，芯片推迟可能会加剧其对收货时点的担忧。据悉，包括谷歌母公司Alphabet、亚马逊、微软和Facebook母公司Meta在内的科技巨头二季度的资本支出总计近600亿美元，同比增长三分之二，其中很大一部分流向了英伟达。the  Information还报道称，Meta现已定下价值至少100亿美元的订单，而微软在近几周内将其订单规模增加了20%，并计划在2025年Q1之前为OpenAI准备好55000-65000块GB200芯片。此外，设计缺陷还将影响英伟达NVLink服务器机架的生产和交付，因为从事服务器工作的公司必须等待新的芯片样品，然后才能最终确定服务器机架设计。不过，仍有观点指出，英伟达在销售和营收方面的小幅波动不太可能改变其在华尔街的受欢迎程度。截至周五，英伟达股价收于107美元，其按今年预期盈利计算的市盈率为40倍，明年预期市盈率为30倍，仍处于高位。本文转自“华尔街见闻”；智通财经编辑：陈筱亦","news_type":1},"isVote":1,"tweetType":1,"viewCount":321,"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":27,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/334989701017688"}