非连续性持有英伟达，_老虎社区_美港股上老虎

2023-03-22

非连续性持有英伟达，五年，也是唯一重仓的。不知道以后能咋样？

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21:20","market":"us","language":"zh","title":"GTC大会高光时刻！传英伟达AI芯片订单增加","url":"https://stock-news.laohu8.com/highlight/detail?id=2321962530","media":"智通财经","summary":"英伟达的GTC开发者大会于当地时间周二进入高潮，据报道，英伟达给予台积电A100 和 H100 GPU 的代工订单在增加的同时，为中国市场设计的 A800 系列 GPU 的代工订单也在增加。值得注意的","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的GTC开发者大会于当地时间周二进入高潮，据报道，英伟达给予<a href=\"https://laohu8.com/S/TSM\">台积电</a>A100 和 H100 GPU 的代工订单在增加的同时，为中国市场设计的 A800 系列 GPU 的代工订单也在增加。</p><p>值得注意的是，英伟达 A100、H100 及 A800 系列 GPU，都是针对数据中心的产品，这三款 GPU 的代工订单增加，大概率与 ChatGPT 等近期大热的产品有关。</p><p>截至发稿，英伟达盘前涨1.42%，报262.67美元;台积电盘前涨近1%，报90.70美元。</p><p>据了解，英伟达首席执行官Jensen Huang将在GTC大会上发表主题演讲，人们普遍预计他将在会上讨论该公司对人工智能未来的愿景。</p><p>值得一提的是，在GTC大会之前，投资公司Baird上调了英伟达的目标价，并将该公司加入了其新投资名单。该行指出，ChatGPT的“有意义的”订单正在到来，并帮助该公司上调了下半年数据中心收入预期。</p><p>该行分析师Tristan Gerra表示，英伟达的Hopper芯片很可能受益于大型语言模型的增长，并成为一种“长期趋势”。</p><p>Gerra补充称，预计英伟达将扩大公司的云战略，成为一家以云为中心的全栈公司。</p><p>此外，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>上周也上调了英伟达的股票评级，称该公司在人工智能领域的投入是“自移动互联网发展以来最重要的技术发展之一”。</p></body></html>","source":"stock_zhitongcaijing","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>GTC大会高光时刻！传英伟达AI芯片订单增加</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{ 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