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56倍惊人吗[龇牙] ？

泡沫还是机会？英伟达高估值劝退投资者机构却建议继续买入

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href=\"https://laohu8.com/S/300024\">机器人</a>ChatGPT爆火全球，美股一众相关公司的股票集体上涨，其背后核心的AI算力“大脑”<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的股价更是“一骑绝尘”。</p>\n<p>　　具体行情显示，截至发稿，英伟达的股价水平在每股268美元附近，较去年10月108美元的两年低位累计反弹了158%，市值增加了超3700亿美元，超越<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>·哈撒韦成为美股市值第五大的公司。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/94/w550h344/20230330/1cea-fde764fd5017f40cdc9111cc658a0db7.png\"/></div>\n<p>　　不过，这一暴涨的势头正开始面临阻力。自上周五开始，英伟达已连续三个交易日有所回落，RSI指标也短暂进入超买区域。</p>\n<p>　　Fort Pitt Capital Group首席投资官Dan Eye表示，“英伟达确实看起来有泡沫，”他补充称，该股的市盈率“有点太高了”。</p>\n<p>　　根据媒体汇编的数据，英伟达的预期市盈率已经达到了惊人的56倍。纵向对比来看，自2017年底以来，英伟达的预期市盈率只有三次跃升至50倍以上，在游戏行业疲软、数据中心支出趋势转变等时期又直线下坠。</p>\n<p>　　横向对比上，费城半导体指数成分股平均的预期市盈率只有21倍，仅为英伟达的三分之一左右。并且与美股市值第六的伯克希尔、第七的<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>以及第八的Meta相比，英伟达的年收入明显要低得多。</p>\n<p>　　英伟达超高的股票估值水平令许多想押注人工智能的投资者们感到头疼。Adams Funds首席执行官Mark Stoeckle说到，这一估值“有点令人窒息”。</p>\n<p>　　但这并没有吓退华尔街的分析师们，媒体“市场观察”数据显示，近期更多投行将英伟达评级调至“买入”。两周前，知名投行<span><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a></span><span></span>就将英伟达的股票评级由“持股”上调至“买入”，目标价也由255美元上调至304美元。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/788/w550h238/20230330/7337-0e338061dbaeb7fe1bd32113f3f2e5cc.png\"/></div>\n<p>　　当时大摩表示，有迹象表明，对大型语言模型（LLM）的热情正在转变为更强劲的短期和长期支出，“尽管英伟达更积极的前景在很大程度上是以数据中心业务为主导的，但人工智能/语言模型的发展趋势过于强势，因此无法继续对该股持观望态度。”</p>\n<p>　　分析师们目前预计，三年后英伟达的年收入将突破460亿美元，这意味着年均增长率达到20%。如果预测属实，这对于像英伟达这样规模的芯片制造商来说，是一个惊人的速度。</p>\n<div>\n<span>炒股开户享福利，送投顾服务60天体验权，一对一指导服务！</span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：李桐 </p>\n</div></body></html>","source":"sina_us","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\" 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href=https://finance.sina.com.cn/stock/usstock/c/2023-03-30/doc-imynqkuw4903853.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>查看最新行情\n\n\n\n　　财联社3月30日讯（编辑 赵昊）随着聊天机器人ChatGPT爆火全球，美股一众相关公司的股票集体上涨，其背后核心的AI算力“大脑”英伟达的股价更是“一骑绝尘”。\n　　具体行情显示，截至发稿，英伟达的股价水平在每股268美元附近，较去年10月108美元的两年低位累计反弹了158%，市值增加了超3700亿美元，超越伯克希尔·哈撒韦成为美股市值第五大的公司。\n\n　　不过，这一暴涨...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-03-30/doc-imynqkuw4903853.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://n.sinaimg.cn/finance/crawl/94/w550h344/20230330/1cea-fde764fd5017f40cdc9111cc658a0db7.png","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4588":"碎股","BK4550":"红杉资本持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc 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SGD","BK4587":"ChatGPT概念","NVDA":"英伟达","BK4527":"明星科技股"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-03-30/doc-imynqkuw4903853.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323783604","content_text":"查看最新行情\n\n\n\n　　财联社3月30日讯（编辑 赵昊）随着聊天机器人ChatGPT爆火全球，美股一众相关公司的股票集体上涨，其背后核心的AI算力“大脑”英伟达的股价更是“一骑绝尘”。\n　　具体行情显示，截至发稿，英伟达的股价水平在每股268美元附近，较去年10月108美元的两年低位累计反弹了158%，市值增加了超3700亿美元，超越伯克希尔·哈撒韦成为美股市值第五大的公司。\n\n　　不过，这一暴涨的势头正开始面临阻力。自上周五开始，英伟达已连续三个交易日有所回落，RSI指标也短暂进入超买区域。\n　　Fort Pitt Capital Group首席投资官Dan Eye表示，“英伟达确实看起来有泡沫，”他补充称，该股的市盈率“有点太高了”。\n　　根据媒体汇编的数据，英伟达的预期市盈率已经达到了惊人的56倍。纵向对比来看，自2017年底以来，英伟达的预期市盈率只有三次跃升至50倍以上，在游戏行业疲软、数据中心支出趋势转变等时期又直线下坠。\n　　横向对比上，费城半导体指数成分股平均的预期市盈率只有21倍，仅为英伟达的三分之一左右。并且与美股市值第六的伯克希尔、第七的特斯拉以及第八的Meta相比，英伟达的年收入明显要低得多。\n　　英伟达超高的股票估值水平令许多想押注人工智能的投资者们感到头疼。Adams Funds首席执行官Mark Stoeckle说到，这一估值“有点令人窒息”。\n　　但这并没有吓退华尔街的分析师们，媒体“市场观察”数据显示，近期更多投行将英伟达评级调至“买入”。两周前，知名投行摩根士丹利就将英伟达的股票评级由“持股”上调至“买入”，目标价也由255美元上调至304美元。\n\n　　当时大摩表示，有迹象表明，对大型语言模型（LLM）的热情正在转变为更强劲的短期和长期支出，“尽管英伟达更积极的前景在很大程度上是以数据中心业务为主导的，但人工智能/语言模型的发展趋势过于强势，因此无法继续对该股持观望态度。”\n　　分析师们目前预计，三年后英伟达的年收入将突破460亿美元，这意味着年均增长率达到20%。如果预测属实，这对于像英伟达这样规模的芯片制造商来说，是一个惊人的速度。\n\n炒股开户享福利，送投顾服务60天体验权，一对一指导服务！\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李桐","news_type":1},"isVote":1,"tweetType":1,"viewCount":1113,"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":17,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/659446539"}