平锅
11-12
$英伟达(NVDA)$
ai几乎无法盈利。陆续中小玩家都退出了
目标价$160！英伟达财报还能创造惊喜吗?
鉴于对Blackwell超级周期的乐观预期，在 $英伟达 (NVDA.US)$ 11月20日（美东时间）发布第三财季业绩前夕，摩根士丹利和瑞银等华尔街分析师纷纷上调英伟达目标价。目前华尔街平均目标价为160美元，期权市场预估业绩波幅达上下10%左右。【绩前你会在多少价位加仓英伟达？你会担心华尔街预期过高吗？】
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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股海丁蛤
11-12
股海丁蛤
制药企业用ai筛选抗生素分子式，把研究周期从10年缩短到一年以内，你在这说ai无法盈利？
宫爆鸡丁23
11-12
宫爆鸡丁23
踏空的感觉很难受
平锅
:
这点涨幅有啥值的难受的。十年里买对百倍错过百倍都遇见过的。如果会觉得难受，就不适合美股
点金胜手1
11-12
点金胜手1
目前来看盈利肯定是盈利了，但是股价是否还会在涨不得知，微软制药企业都可以使用英伟达的芯片增加工作效率了。
巴韭特王多鱼分特
11-12
巴韭特王多鱼分特
可以，巨头基本都自研芯片了，未来就是使用云平台租算力好了
Patrick Tsui
11-12
Patrick Tsui
踏空就来唱空，不光水平差，人品也差
什么也没有了～
APP内打开
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6
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