OMZ
2021-11-06
Yes
@话题虎:
英伟达、高通乘上“元宇宙”飞船,暴涨起飞!
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tg-height=\"354\">又是神奇的元宇宙啊~</p> <p>昨天,<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 暴涨12.04%,市值超7400亿美元,超过<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> ,位居全美第七。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/13b118f33dc257e558e93a9357989fbb\" tg-width=\"840\" tg-height=\"470\">发生了什么?</p> <p>原来,是<a target=\"_blank\" href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$</a> 发布的一份研报,<b>吹捧随着“元宇宙”的发展,在未来中将为英伟达提供了100亿美元的增值市场份额的机会。</b>原因是<b>”英伟达将是元宇宙的入口硬件“</b>。</p> <p>随后,富国银行将英伟达的目标价格上调约30%,从245美元的目标价跳高至320美元。</p> <p>据了解,英伟达于去年12月发布了一个开放的虚拟平台Omniverse的公开测试版,这个平台将成为元宇宙的基石,为客户提供强大的硬件支持。</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> 的分析师认为:</p> <blockquote>\n “Omniverse平台能够很好地为 <a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Meta Platforms(FB)$</a> (脸书)提供图形、连接、移动性和计算/人工智能方面的关键构建块。” \n</blockquote> <p>于是,这份研报让英伟达正式搭上元宇宙的飞船,而一飞冲天了。</p> 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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 暴涨12.04%,市值超7400亿美元,超过<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> ,位居全美第七。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/13b118f33dc257e558e93a9357989fbb\" tg-width=\"840\" tg-height=\"470\">发生了什么?</p> <p>原来,是<a target=\"_blank\" href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$</a> 发布的一份研报,<b>吹捧随着“元宇宙”的发展,在未来中将为英伟达提供了100亿美元的增值市场份额的机会。</b>原因是<b>”英伟达将是元宇宙的入口硬件“</b>。</p> <p>随后,富国银行将英伟达的目标价格上调约30%,从245美元的目标价跳高至320美元。</p> <p>据了解,英伟达于去年12月发布了一个开放的虚拟平台Omniverse的公开测试版,这个平台将成为元宇宙的基石,为客户提供强大的硬件支持。</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> 的分析师认为:</p> <blockquote>\n “Omniverse平台能够很好地为 <a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Meta Platforms(FB)$</a> (脸书)提供图形、连接、移动性和计算/人工智能方面的关键构建块。” \n</blockquote> <p>于是,这份研报让英伟达正式搭上元宇宙的飞船,而一飞冲天了。</p> <p>元宇宙,是集合多种技术而形成的新物种,包括AR/VR、云计算、AI、5G等等。这其中需要高超的软件技术,自然也离不开过硬的硬件技术。由于元宇宙有些像网络游戏,所以此前大家更关注软件的方向,如今资本市场已经开始关注硬件领域了。</p> <p>甚至,近期已经有媒体开始意识到元宇宙的发展,会对<a target=\"_blank\" href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a> 的5G芯片带来更多的利好,高通也由于手机芯片业务大超预期,昨天大涨12.7%:<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/88bd1c5ac08c1e39734b260c1a1d2de2\" tg-width=\"840\" tg-height=\"470\">随着元宇宙概念的不断发散,又带动了港股与A股半导体版块的移动,其中<a target=\"_blank\" href=\"https://laohu8.com/S/01347\">$华虹半导体(01347)$</a> 已经连长4天,涨幅超过了20%。</p> <p>……</p> <p>最后,大家聊一聊:</p> <ul> \n <li><span style=\"color:rgba(249,7,7,1);\"><b>你是否看好元宇宙概念?</b></span></li> \n <li><span style=\"color:rgba(249,7,7,1);\"><b>是否看好英伟达、高通等芯片半导体?</b></span></li> \n</ul> <p>精彩留言用户可获得888社区积分噢!</p></body></html>","text":"又是神奇的元宇宙啊~ 昨天,$英伟达(NVDA)$ 暴涨12.04%,市值超7400亿美元,超过$伯克希尔(BRK.A)$ ,位居全美第七。发生了什么? 原来,是$富国银行(WFC)$ 发布的一份研报,吹捧随着“元宇宙”的发展,在未来中将为英伟达提供了100亿美元的增值市场份额的机会。原因是”英伟达将是元宇宙的入口硬件“。 随后,富国银行将英伟达的目标价格上调约30%,从245美元的目标价跳高至320美元。 据了解,英伟达于去年12月发布了一个开放的虚拟平台Omniverse的公开测试版,这个平台将成为元宇宙的基石,为客户提供强大的硬件支持。 $美国银行(BAC)$ 的分析师认为: “Omniverse平台能够很好地为 $Meta Platforms(FB)$ (脸书)提供图形、连接、移动性和计算/人工智能方面的关键构建块。” 于是,这份研报让英伟达正式搭上元宇宙的飞船,而一飞冲天了。 元宇宙,是集合多种技术而形成的新物种,包括AR/VR、云计算、AI、5G等等。这其中需要高超的软件技术,自然也离不开过硬的硬件技术。由于元宇宙有些像网络游戏,所以此前大家更关注软件的方向,如今资本市场已经开始关注硬件领域了。 甚至,近期已经有媒体开始意识到元宇宙的发展,会对$高通(QCOM)$ 的5G芯片带来更多的利好,高通也由于手机芯片业务大超预期,昨天大涨12.7%:随着元宇宙概念的不断发散,又带动了港股与A股半导体版块的移动,其中$华虹半导体(01347)$ 已经连长4天,涨幅超过了20%。 …… 最后,大家聊一聊: 你是否看好元宇宙概念? 是否看好英伟达、高通等芯片半导体? 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